Generated by All in One SEO Pro v4.9.8, this is an llms-full.txt file, used by LLMs to index the site. # Uncanny Automator Connect your WordPress plugins ## Posts ### [WordPress Slack Notifications: How to Send and Format Slack Messages from WordPress](https://automatorplugin.com/format-wordpress-slack-notifications/) **Published:** October 21, 2026 **Author:** Brendan Da Costa **Content:** *Send WordPress Slack notifications with Uncanny Automator and format them so they get read. Includes a Slack message formatting cheat sheet and four recipes.* TLDR? Get the highlights ▾ 1Sending messages from WordPress to Slack is only half the battle; they have to be **formatted to be readable.** 2Uncanny Automator sends WordPress Slack notifications for any site event (orders, form entries, course completions) and you can **style messages from inside WordPress.** 3Slack has its own formatting rules for messages sent by apps. Put one asterisk on each side of a word to make it bold, use underscores for italics, and wrap a link’s address and its label in angle brackets. 4The Slack message formatting cheat sheet covers bold, italics, strikethrough, code, quotes, links, emoji, @here, @channel and user mentions. Ready to send Slack messages people read? [Try Uncanny Automator free →](https://wordpress.org/plugins/uncanny-automator/) You got the integration working. WordPress is connected to Slack, the test message landed, and every new order now pings the sales team channel. But look at what it’s sending. One grey wall of text. A raw URL that runs off the edge of the screen. No order number anywhere near the top. The person who needed to see it scrolled right past. That’s the gap this post closes. Uncanny Automator sends WordPress Slack notifications for any event on your site. Within the same field that you use to draft the message, you can format it also using Slack’s formatting codes. A bold first line, a link back to the order and an @mention are a few extra characters of typing. I’ll start with the cheat sheet, since you’ll want it open when we start running through some examples together. Then I’ll build one recipe (what Automator calls its automated workflows) step by step and leave you three more to copy. ## What You’ll Need - **Uncanny Automator Lite** (free forever), plus a free Automator account. Slack is a cloud integration, so each message it sends uses an app credit (credits for using third-party apps). A free account includes [250 app credits](https://automatorplugin.com/knowledge-base/what-are-credits/); [Automator Pro](https://automatorplugin.com/pricing/) removes the cap. - **A Slack workspace** where you’re allowed to install apps. - **The Uncanny Automator bot in your target channel.** In Slack, open **Apps > Uncanny Automator**, then choose “Add this app to a channel.” Private channels won’t show up in Automator until you do this. Already connected? Skip ahead. If not, the [Slack knowledge base article](https://automatorplugin.com/knowledge-base/slack/) walks you through connecting your account. It takes about two minutes. Automator’s [Slack integration](https://automatorplugin.com/integration/slack/) gives you four actions (the things a recipe does): - **Send a message to a channel** - **Send a direct message to a Slack user** - **Create a channel**, and - **Add users to a channel**. There are no Slack triggers (the events that start a recipe), though Automator Pro allows for incoming webhooks. ## Slack Message Formatting Cheat Sheet (Copy and Paste) First, a quick word on Markdown, because the name will come up. Markdown is a way to format text by typing punctuation instead of clicking buttons: two asterisks around a word make it bold, one asterisk makes it italic, and square brackets followed by parentheses make a link. Plenty of apps use it, so you may have picked it up without ever hearing the name. Slack messages sent by apps and other external tools — such as Uncanny Automator — use Slack’s own version of this idea, which Slack calls “mrkdwn.” It looks like Markdown, but the rules are different. In Slack, double asterisks do nothing; single ones make bold. Whatever you type in Automator’s Message field is what Slack receives, so the codes below work there. (Note: send one test message before you build the real thing. Rendering rules can change, and a test takes a minute. Slack’s own [formatting reference](https://docs.slack.dev/messaging/formatting-message-text) is the source of truth if something looks off.) ### Text Styling Want thisType thisWhat Slack shows Bold\*New order\*New order, in bold Italics\_shipped today\_shipped today, in italics Strikethrough~$49.00~$49.00 with a line through it Inline code`SKU-1042`SKU-1042 in a small code box Code block“` on its own line, then your text, then “` on its own lineA grey block with fixed-width text Quote> Loved it. Five stars.The text with a quote bar down the side Line breakPress Enter in the Message fieldA new line Bulleted list• Item one, then Enter, then • Item twoA list. Slack has no list syntax, so you type the bullets yourself Emoji:tada:The party popper emoji Bold Type this\*New order\* What Slack showsNew order, in bold Italics Type this\_shipped today\_ What Slack showsshipped today, in italics Strikethrough Type this~$49.00~ What Slack shows$49.00 with a line through it Inline code Type this`SKU-1042` What Slack showsSKU-1042 in a small code box Code block Type this“` on its own line, then your text, then “` on its own line What Slack showsA grey block with fixed-width text Quote Type this> Loved it. Five stars. What Slack showsThe text with a quote bar down the side Line break Type thisPress Enter in the Message field What Slack showsA new line Bulleted list Type this• Item one, then Enter, then • Item two What Slack showsA list. Slack has no list syntax, so you type the bullets yourself Emoji Type this:tada: What Slack showsThe party popper emoji [![Markdown written in an Uncanny Automator Slack message, shown beside the formatted result posted in Slack.](https://automatorplugin.com/wp-content/uploads/2026/10/from-wordpress-to-slack-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/from-wordpress-to-slack-scaled.webp) ### Links, Mentions and Dynamic Data Want thisType thisWhat Slack shows Link with your own textOpen order 1042, as a clickable link Plain linkhttps://example.comThe URL, linked automatically Email linkEmail support, as a mailto link Mention a person<@U0123ABCD>@Name, and that person gets notified Notify active members@here Notify the whole channel@channel Link a channel<#C0123ABCD>\#channel-name, as a link Automator tokenPick it from the asterisk menu in the Message fieldThe live value (order total, customer name). Tokens work inside bold, links and quotes Link with your own text Type this What Slack showsOpen order 1042, as a clickable link Plain link Type thishttps://example.com What Slack showsThe URL, linked automatically Email link Type this What Slack showsEmail support, as a mailto link Mention a person Type this<@U0123ABCD> What Slack shows@Name, and that person gets notified Notify active members Type this What Slack shows@here Notify the whole channel Type this What Slack shows@channel Link a channel Type this<#C0123ABCD> What Slack shows\#channel-name, as a link Automator token Type thisPick it from the asterisk menu in the Message field What Slack showsThe live value (order total, customer name). Tokens work inside bold, links and quotes To find someone’s member ID, open their Slack profile, click the three-dot menu and choose **Copy member ID.** Channel IDs are at the bottom of a channel’s details panel. For smoother automations, you can save Slack member IDs as a custom field in WordPress with [**Automator’s Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon). ### Gotchas - &, < and > are special characters in Slack. When you mean the literal character, type & < or > instead. - There’s no table or heading syntax. Use a bold line as a heading and a code block to keep columns lined up. - Nothing inside inline code gets formatted. It shows exactly as typed, asterisks and all. - Mentions need IDs, not names. @Dana is just text; <@U0123ABCD> notifies Dana. - A URL with a space in it breaks the link. Tokens that output URLs are fine. Here’s a skeleton that uses four of the codes at once. Tokens are shown in square brackets; insert the real ones from the asterisk menu. ``` :tada: *New order [Order number]* for [Order total] *Customer:* [Billing first name] [Billing last name] ``` [**Try Uncanny Automator free >>>**](https://wordpress.org/plugins/uncanny-automator/) ## Recipe 1: A New-Order Alert You Can Read at a Glance Order data is the best way to show what formatting does, because an order has a number, a total, a customer and a link, and every one of them wants a different treatment. If you want the complete WooCommerce-to-Slack walkthrough with five order recipes, [we have one](https://automatorplugin.com/how-to-connect-woocommerce-to-slack/). This section is about making the message readable. Here’s how you can format your Slack messages from within WordPress: [![Uncanny Automator recipe sending a WooCommerce order notification to Slack, with the delivered message showing order details.](https://automatorplugin.com/wp-content/uploads/2026/10/send-slack-notification-from-woocommerce-sale-slack-message-window-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/send-slack-notification-from-woocommerce-sale-slack-message-window-scaled.webp) **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe.** In the modal that appears, select **Logged-in users.** [![Popup dialog titled 'Select a recipe type' with two selectable cards: left card shows 'Logged-in users' (highlighted in blue) and description; right card shows 'Everyone' with description.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) (Note: If you allow guest checkouts, you can select **Everyone**. However, most “Everyone” triggers for WooCommerce in Automator are only available to Pro users.) Give your recipe a name. For example, I’ve named this recipe “Send a Slack notification for new WooCommerce orders”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WooCommerce > A user purchases a product.** Set the first dropdown to “pays for” and the product to “Any product,” then click **Save.** Your trigger should look something like this: [![WooCommerce trigger in Uncanny Automator set to fire when a user completes an order with any product.](https://automatorplugin.com/wp-content/uploads/2026/10/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live-2.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live-2.webp) **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Slack.** From the dropdown list that appears, select **Send a message to a channel**, then pick the channel from the dropdown. *Not connected yet? Start with our guide to* [*integrating Slack with WordPress*](https://automatorplugin.com/how-to-integrate-slack-with-wordpress-for-seamless-team-collaboration/)*, then come back here.* Now the part that matters. In the *Message* field, type the formatting codes and insert tokens (i.e., dynamic data from your WordPress site and from within recipes) using the **Asterisk**. Something like this: ``` :tada: *New order [Order number]* for [Order total] *Customer:* [Billing first name] [Billing last name] *Items:* [Order items] ``` Once you’re finished, click **Save.** [![Slack message field in Uncanny Automator built from WooCommerce order tokens with markdown bold and bullet formatting.](https://automatorplugin.com/wp-content/uploads/2026/10/automator-slack-message-field.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/automator-slack-message-field.webp) **Step 4: Go Live!** Toggle your recipe from **Draft** to **Live.** [![Uncanny Automator recipe sending a Slack message to a sales channel when a WooCommerce order is completed.](https://automatorplugin.com/wp-content/uploads/2026/10/send-slack-notification-from-woocommerce-sale.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/send-slack-notification-from-woocommerce-sale.webp) Run a test. Place an order on your store and check the channel or user you sent it to. The bold first line should be the first thing you see, and the link should open the order in your WordPress admin. If anything shows up as literal asterisks or angle brackets, compare it against the cheat sheet; a stray space or a double asterisk is usually the culprit. Want your Slack messages to do more? [**Upgrade to an Automator Pro Plus or higher license to get the Customer User Fields Addon and more powerful automation features >>>**](https://automatorplugin.com/pricing) ## Three More WordPress Slack Notification Recipes The cheat sheet works the same way in every Slack action, whatever the trigger. Here are three WordPress Slack notification recipes you can copy. Tokens are in square brackets. ### A New Lead, Flagged for the Sales Team **Gravity Forms > A form is submitted**, then **Slack > Send a message to a channel**. Pick your lead form and your sales channel. The @here wakes up whoever is online; the email link means one click to reply. (Note: WPForms, Formidable Forms, Fluent Forms and Ninja Forms all have the same trigger.) ``` *New lead: [Name]* *Company:* [Company] · *Budget:* [Budget] ``` ### A Product Review, Quoted **WooCommerce > A user reviews a product**, then **Slack > Send a message to a channel**. The quote bar makes the customer’s words stand out from your own. Good for a product channel or a support channel. [![WooCommerce review tokens in an Uncanny Automator Slack message, beside the posted alert with the rating and review text.](https://automatorplugin.com/wp-content/uploads/2026/10/automator-woocommerce-product-review-in-slack-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/automator-woocommerce-product-review-in-slack-scaled.webp) ### A Course Completion, Sent to the Instructor **LearnDash > A user completes a course**, then **Slack > Send a direct message to a Slack user**. Pick the instructor. A direct message means they see it even if they’ve muted the busy channels. [![Uncanny Automator recipe posting a Slack message when a learner completes a LearnDash course, with the message setup shown.](https://automatorplugin.com/wp-content/uploads/2026/10/slack-message-for-learndash-course-completion-recipe.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/slack-message-for-learndash-course-completion-recipe.webp) If Slack starts to feel noisy, add a [filter](https://automatorplugin.com/knowledge-base/action-filters-conditions/) (conditional logic that controls when an action runs) so only orders over a certain total, or only leads from a certain form, get through. A delay works too: our post on [combining filters, delays and tokens](https://automatorplugin.com/pro-tips-combining-automator-filters-delays-and-tokens/) shows both. ## Pro Tips 1. **One channel per event type.** Orders, leads and reviews each get their own channel. Mentions stay meaningful, and nobody mutes the channel that pays the bills. 2. **Test in a private channel first.** Add the bot, send a few messages, then switch the action to the real channel once the formatting looks right. 3. **Keep the first line scannable.** Slack shows the first line in notifications and previews, so lead with the thing that matters: the order total, the lead’s name, the course title. ## Conclusion The integration worked all along. What changed is that the messages now do their job: the order number is in bold, the link is one click, and the right person gets pinged. All of it from a Message field you already had. Keep the cheat sheet handy, build the order alert first, and copy the three recipes whenever a new channel needs a feed. Every notification you don’t have to re-read is a few seconds back, and those add up fast. [**Try Uncanny Automator free >>>**](https://wordpress.org/plugins/uncanny-automator/) What will you do with more time? ## Frequently Asked Questions **Does Slack support Markdown?** Not the standard kind. Slack uses its own markup for messages sent by apps: single asterisks for bold, underscores for italics and tildes for strikethrough. Double asterisks and \[text\](url) links show up as plain text. **How do I put a table in a Slack message?** Slack has no table syntax. The closest thing is a code block, which uses a fixed-width font, so columns you line up with spaces stay lined up. For anything bigger than a few rows, link to the page in WordPress instead. **How do I quote text in a Slack message?** Start the line with > and a space. Each line that starts with > becomes part of the quote. Tokens work inside quotes, which is how the product review recipe above quotes the customer. **Do I need Automator Pro to send Slack notifications from WordPress?** No. Uncanny Automator Lite plus a free Automator account includes 250 app credits, and each Slack message uses one. If you’ll send more than that, [Automator Pro](https://automatorplugin.com/pricing/) includes unlimited app credits. **Can I @mention a specific person in an automated Slack message?** Yes. Use their member ID in the form <@U0123ABCD>. You’ll find it under “Copy member ID” in the three-dot menu on their Slack profile. Typing @ and their name only produces plain text. **Why does my Slack message show asterisks and brackets instead of formatting?** Usually because the message uses standard Markdown. Replace \*\*double asterisks\*\* with \*single ones\* and \[text\](url) links with the form from the cheat sheet. A space after the opening asterisk, as in \* bold\*, also breaks the formatting. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [10 Gravity Forms Automations That Save Hours Every Week](https://automatorplugin.com/10-gravity-forms-automations/) **Published:** October 6, 2026 **Author:** Brendan Da Costa **Content:** *Gravity Forms automations can save you hours of repetitive work every week. You can get started for free with Uncanny Automator.* TLDR? Get the highlights ▾ 1**Gravity Forms automation** means the submission does the follow-up work. Logging, alerts, routing, CRM updates and follow-up emails run the moment the entry lands. 2Six of the ten recipes run on **Uncanny Automator Lite**, two with no app credits at all. Four need **Automator Pro** for a field-value trigger, a timed condition, user creation or a payment trigger. 3Pro adds the business-day follow-up (Friday entries get Monday’s email). It also adds routing by field value, WordPress accounts without the User Registration add-on, and course enrollment the moment a Gravity Forms payment goes through. Six of these run on the free plugin. [Start automating Gravity Forms with Automator Lite →](https://wordpress.org/plugins/uncanny-automator/) It’s Monday morning, and Forms > Entries is holding a weekend’s worth of submissions. You export them and paste them into a Google sheet. You forward the hot ones to sales. You add the rest to your CRM by hand. Gravity Forms collected every one of them perfectly. Moving them is the chore, and Gravity Forms automation fixes exactly that part. With Uncanny Automator, a new entry posts itself to Slack. It logs itself in the sheet your team already uses and adds itself to the CRM with the right tag. On the next business day, it gets a reply. By the time you open the entries screen, the work is done. Below are ten recipes that do exactly that. (A recipe is what Automator calls an automation.) Six run on [Uncanny Automator Lite](https://wordpress.org/plugins/uncanny-automator/), the free plugin. Four use Automator Pro for a field-value trigger, a timed condition, user creation or a payment trigger. Each recipe pairs a trigger with one or more actions. Here, the trigger is always a Gravity Forms submission. Tokens carry the details from the entry into each action. (A token is dynamic data pulled from the entry, like the name and email fields.) Let’s start with what you need, then build. [Get Automator Lite free on WordPress.org >>>](https://wordpress.org/plugins/uncanny-automator/) ## What You Need for These Gravity Forms Automations **Gravity Forms**, on any license. Recipes 1 to 9 need no Gravity Forms add-on. Recipe 10 starts from a payment, so it needs one of the Gravity Forms payment add-ons (2Checkout, Authorize.Net, Mollie, PayPal, Square or Stripe). **Uncanny Automator Lite**, free from WordPress.org. Recipes that stay inside your site are unlimited. The FluentCRM and webhook recipes below are two examples. Four recipes reach outside WordPress, to Slack, Google Sheets, OpenAI and ClickUp. Those run on app credits. (App credits pay for third-party app integrations.) A [free Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/) includes [250 app credits](https://automatorplugin.com/knowledge-base/what-are-credits/). Each app action uses one. Automator Pro plans are unlimited. **Automator Pro** for recipes 7 to 10. They use a field-value trigger, conditions and delays, user creation and a payment trigger, which are [Pro features](https://automatorplugin.com/pricing/). One detail before you build. Gravity Forms gives Automator two submission triggers. **Gravity Forms > A user submits a form** only fires for logged-in users. **Gravity Forms > A form is submitted** fires for anyone, visitors included. Lead forms are filled in by visitors, so recipes 1 to 9 use **Gravity Forms > A form is submitted**. You’ll find it in the Everyone list when you create a recipe. Recipe 10 is the exception: the learner pays while logged in, so it uses a logged-in trigger. The knowledge base explains [recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) if you want the details. Here’s the whole list at a glance. Every trigger and action name below matches the [Gravity Forms integration page](https://automatorplugin.com/integration/gravity-forms/). I checked each one while writing this post. \# Automation Trigger → action Plan 1 Post new leads to Slack A form is submitted → Send a message to a channel (Slack) Lite + app credits / Pro 2 Log every submission to a Google Sheet A form is submitted → Create a row in Google Sheets Lite + app credits / Pro 3 Add submitters to your CRM and tag them A form is submitted → Add/Update a contact + Add tags to a contact (FluentCRM) Lite 4 Turn a request form into a ClickUp task A form is submitted → Create a task (ClickUp) Lite + app credits / Pro 5 Analyze each message’s sentiment with AI A form is submitted → Analyze sentiment with GPT-4 (OpenAI) → Send a message to a channel (Slack) Lite + app credits / Pro 6 Send submission data anywhere with a webhook A form is submitted → Send data to a webhook Lite 7 Route each lead to the right person A form is submitted with a specific value in a specific field → Send a message to a channel (Slack) Pro 8 Send a business-day follow-up A form is submitted → condition: submission date contains Friday → Use a prompt to generate text (OpenAI) → Send an email, delayed 3 days Pro 9 Register a WordPress user from a form A form is submitted → Create a user (WordPress) Pro 10 Enroll a learner in a course after payment A user submits a form with payment → Enroll the user in a course (LearnDash) Pro *Lite + app credits: runs on Uncanny Automator Lite using app credits. A free Automator account includes 250; Automator Pro plans are unlimited. Checked October 2026.* 1. Post new leads to Slack Trigger → action A form is submitted → Send a message to a channel (Slack) Plan Lite + app credits / Pro 2. Log every submission to a Google Sheet Trigger → action A form is submitted → Create a row in Google Sheets Plan Lite + app credits / Pro 3. Add submitters to your CRM and tag them Trigger → action A form is submitted → Add/Update a contact + Add tags to a contact (FluentCRM) Plan Lite 4. Turn a request form into a ClickUp task Trigger → action A form is submitted → Create a task (ClickUp) Plan Lite + app credits / Pro 5. Analyze each message’s sentiment with AI Trigger → action A form is submitted → Analyze sentiment with GPT-4 (OpenAI) → Send a message to a channel (Slack) Plan Lite + app credits / Pro 6. Send submission data anywhere with a webhook Trigger → action A form is submitted → Send data to a webhook Plan Lite 7. Route each lead to the right person Trigger → action A form is submitted with a specific value in a specific field → Send a message to a channel (Slack) Plan Pro 8. Send a business-day follow-up Trigger → action A form is submitted → condition: submission date contains Friday → Use a prompt to generate text (OpenAI) → Send an email, delayed 3 days Plan Pro 9. Register a WordPress user from a form Trigger → action A form is submitted → Create a user (WordPress) Plan Pro 10. Enroll a learner in a course after payment Trigger → action A user submits a form with payment → Enroll the user in a course (LearnDash) Plan Pro *Lite + app credits: runs on Uncanny Automator Lite using app credits. A free Automator account includes 250; Automator Pro plans are unlimited. Checked October 2026.* ## 10 Gravity Forms Automations You Can Build Today The recipes run from “works on the free plugin today” to “needs Pro.” The first two come with full build steps. After that you know the pattern. So each later recipe gets the trigger, the action and what changes once it’s live. ### 1. Post New Leads to Slack the Moment They Arrive (Gravity Forms Slack Integration) [![A Gravity Forms automation that posts Sales Lead form submissions to the #sales-team Slack channel, built in Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-to-slack-sales-team-recipe.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-to-slack-sales-team-recipe.webp) 1. From your WordPress Admin Dashboard, navigate to Automator > Add new recipe. In the modal that appears, select **Everyone**, since visitors fill in lead forms. 2. Give your recipe a name that makes it easy to recognize at a glance. For example, “Send sales leads to the Slack channel #sales-team”. 3. In the Trigger panel, from the menu of available integrations, select **Gravity Forms > A form is submitted**. Automator will prompt you to select the form; here, that’s the Sales Lead form. Click Save. 4. In the Actions panel, click **Add action** and select **Slack**. (Note: If you haven’t connected Slack yet, click **Connect account** and follow the prompts. A free Automator account covers the connection.) 5. From the dropdown list that appears, select **Send a message to a channel**, then choose the channel. Here, that’s the private #sales-team channel. 6. Automator will present you with a form for drafting the message. Use tokens to add the name, email, company and message fields. (Tokens are dynamic data from the form submission or from your site.) To use a token, click the **Asterisk** in the Message field and select the token you want. Add the Entry source URL token too, so the team sees which page converted. Click **Save**. 7. Toggle your recipe from **Draft** to **Live**. From now on, every sales lead lands in the right Slack channel with the fields your team needs. It can even include a link back to the page it came from. Nobody refreshes Forms > Entries, waiting to see an update. If one person owns the inbox, swap the action for **Slack > Send a direct message to a Slack user**. There’s also a ready-made template for this recipe in the [template library](https://automatorplugin.com/recipes/integration/gravity-forms/). Microsoft Teams, Discord, Telegram and WhatsApp work the same way with their own actions. For more team workflows, see [how to integrate Slack with WordPress](https://automatorplugin.com/how-to-integrate-slack-with-wordpress-for-seamless-team-collaboration/). **Time saved:** about **1 hour/week.** That assumes 40 entries a week and 90 seconds to repost each one by hand. ### 2. Log Every Submission to a Google Sheet [![Gravity Forms automation in Uncanny Automator logging contact form submissions as new rows in a Google Sheet.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-submissions-google-sheets.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-submissions-google-sheets.webp) 1. From your WordPress Admin Dashboard, navigate to Automator > Add new recipe and select **Everyone**. 2. Give your recipe a clear name, like “Log contact form submissions to Google Sheets”. 3. In the Trigger panel, from the menu of available integrations, select **Gravity Forms > A form is submitted**. Choose the form (here, Contact Form) and click Save. 4. In the Actions panel, click **Add action** and select **Google Sheets**. (Note: If you haven’t connected your Google account yet, do that first under Automator > App integrations.) 5. From the dropdown list that appears, select **Create a row in Google Sheets**, then choose the spreadsheet and the worksheet. 6. Map one token to each column: name, email, company and message. Put the entry date in the last column so the sheet sorts itself. Click Save. 7. Toggle your recipe from **Draft** to **Live**. Once this recipe is live, every contact form entry becomes a new row in your Google Sheet the moment it’s submitted. No one has to remember the weekly export, and the sheet is never a week behind when someone asks for this week’s numbers. One extra worth knowing: the trigger **Gravity Forms > An entry for a form is updated** is also free in Automator Lite. Pair it with the action **Google Sheets > Update a row in a Google Sheet**, and the row stays current when someone edits the entry in WordPress. I walk through this recipe field by field in [How to Connect Gravity Forms to Google Sheets](https://automatorplugin.com/how-to-connect-gravity-forms-to-google-sheets/), including how to sort entries across worksheets. **Time saved:** about **20 minutes/week.** That’s the weekly export, clean-up and paste you no longer do. ### 3. Add Submitters to Your CRM and Tag Them by Interest (Gravity Forms CRM Integration) [![A Gravity Forms automation in Uncanny Automator passing the submitted email into FluentCRM, then applying a subscriber tag.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-fluent-crm-recipe.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-fluent-crm-recipe.webp) The trigger is **Gravity Forms > A form is submitted**, on the Contact Form. The first action is **FluentCRM > Add/Update a contact**. Map the Email token to the email address, plus the first and last name tokens if the form collects them. The second action is **FluentCRM > Add tags to a contact**. Give it a tag that says what the person signed up for. In the screenshot it’s “Newsletter Subscriber”; a webinar form might use “Webinar lead.” One recipe per form keeps the tags clean. With this recipe live, everyone who fills in the form is in your CRM within seconds, tagged by the form they came from. Typing contacts into the CRM is the first job to slip in a busy week. Then the segment you wanted to email is three weeks out of date. This recipe takes that job off the list for good. [**FluentCRM**](https://automatorplugin.com/integration/fluentcrm/) runs inside WordPress, so this recipe uses no app credits at all. If your CRM lives outside WordPress, the pattern is the same and runs on app credits. The [**HubSpot**](https://automatorplugin.com/integration/hubspot/) equivalents are **HubSpot > Add/Update the user in HubSpot** and **HubSpot > Add a HubSpot contact to a static list**. ActiveCampaign and Mailchimp handle tags and audiences, and Brevo and MailerLite handle lists. On Automator Pro, recipe 7’s trigger goes a step further. It tags the contact by what they chose in the form, not just which form they filled in. For the bigger picture, see our guide to [automating WordPress lead generation](https://automatorplugin.com/automated-wordpress-lead-generation/). **Time saved:** about **1 hour 20 minutes/week.** That assumes 40 contacts a week and two minutes each to add and tag by hand. ### 4. Turn a Request Form Into a ClickUp Task [![A Gravity Forms automation in Uncanny Automator creating a ClickUp task named with the form's entry ID.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-to-clickup-create-task.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-to-clickup-create-task.webp) The trigger is **Gravity Forms > A form is submitted**, on the Contact Form. The action is **ClickUp > Create a task** in the list you choose. Name the task “Contact Form Follow-up:” followed by the Entry ID token, so every task is unique and easy to find. Put the Message and Email tokens in the description so there’s always a way to reply. Add **Emails > Send an email** as a second action if you want the requester to get a confirmation with the task name in it. Now every contact form message becomes a ClickUp follow-up task the moment it’s submitted. The same build handles website change requests, content requests and internal support questions. Nobody re-types anything into the board, and nothing gets lost in an inbox. Agencies with a client request form get a ticket queue without a ticketing plugin. Asana and Trello work the same way with their own actions. **Time saved:** about **30 minutes/week.** That assumes 10 requests a week and three minutes each to re-type by hand. ### 5. Analyze Each Message’s Sentiment With AI and Alert Sales [![A Gravity Forms automation in Uncanny Automator building a Slack alert from the form entry, message, and GPT-4 sentiment analysis.](https://automatorplugin.com/wp-content/uploads/2026/10/analyze-gravity-form-submission-sentiment.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/analyze-gravity-form-submission-sentiment.webp) The trigger is **Gravity Forms > A form is submitted**, on the Contact Form. The first action is **OpenAI > Analyze sentiment with GPT-4**. Point it at the Message field token, and it returns a Sentiment analysis token for each entry. The second action is **Slack > Send a message to a channel**, here the private #sales-team channel. Build the message from three tokens: the Entry ID, the Message, and the Sentiment analysis from the first action. Every message now reaches the sales team with an AI read on the sender’s mood attached. Someone still has to read forty messages to find the three worth a call. Now the frustrated customer and the eager buyer stand out before anyone opens the entry. Treat the sentiment as a reading aid: it tells you where to look first, and you still decide who to call. You bring your own OpenAI API key, and OpenAI bills that usage separately from Automator. The knowledge base covers [connecting OpenAI to WordPress](https://automatorplugin.com/knowledge-base/openai/). The Anthropic and Google Gemini integrations have their own text actions if you’d rather not use OpenAI. **Time saved:** about **30 minutes/week.** That assumes 40 messages a week, and that the sentiment flag cuts triage per message from a minute to fifteen seconds. ### 6. Send Submission Data Anywhere With an Outgoing Webhook (Gravity Forms Webhooks) [![A Gravity Forms automation in Uncanny Automator passing form submission data to an external app via webhook.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-to-webhook.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-to-webhook.webp) The trigger is **Gravity Forms > A form is submitted**, on the Contact Form. The action is **Webhooks > Send data to a webhook**. Paste the endpoint URL from the other tool and choose the method. Then add one key per form field and map each value to a token. The action records a response status token. Check it first when the other end says it didn’t receive anything. Every submission now reaches the other tool seconds after it’s submitted, with no export and no copy-paste. [Outgoing webhooks](https://automatorplugin.com/integration/webhooks/) are unlimited on Automator Lite and use no app credits. That makes this the free route to any tool without a native Automator integration. Think of a Notion database, an Airtable base, an n8n or Make scenario, or something built in-house. (Note: receiving data from a webhook, the trigger side, is an Automator Pro feature.) To see a webhook recipe end to end, read [Connect Shopify to WordPress](https://automatorplugin.com/connect-shopify-to-wordpress/). It walks through one with real field mapping. **Time saved:** about **1 hour/week.** That assumes 40 entries a week and 90 seconds each to copy an entry into the other tool by hand. The next four need Automator Pro. Each one does something the free plugin can’t: decide, wait, create or take a payment. [Get Automator Pro >>>](https://automatorplugin.com/pricing/) ### 7. Route Each Lead to the Right Person Based on a Form Field [![A Gravity Forms automation in Uncanny Automator triggering only when a specific field value is submitted, then alerting a specific channel in Slack.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-value-in-field-to-slack.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-value-in-field-to-slack.webp) The trigger is **Gravity Forms > A form is submitted with a specific value in a specific field**. Choose the form (Contact Form), the field that asks what the person needs, and the value (“Web design”). The action is **Slack > Send a message to a channel**, here the #web-dev channel. Three services means three small recipes, one per value. Or build one recipe with three Slack actions and a condition on each. (A condition is a rule that decides whether an action runs.) Prefer email? Swap in **Emails > Send an email** to the person who owns that service. Now a web design inquiry goes straight to the web-dev team’s channel within seconds of the submission, and an SEO inquiry goes to the SEO team’s. A shared inbox is where leads go to wait, and this is the recipe that empties it. The same trigger handles territory routing on a Country or State field. If you built recipe 3, add the tag action here too, so the contact is tagged by what they asked for. **Time saved:** about **40 minutes/week.** That assumes 40 leads a week and a minute each to read and forward by hand. ### 8. Send a Business-Day Follow-Up (Friday Entries Get Monday’s Email) [![Gravity Forms automation generating an AI reply to Friday form submissions and emailing it after a three-day delay.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-delayed-response-email.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-delayed-response-email.webp) Some businesses reply during work hours only. A follow-up that lands at 2 a.m. on Saturday reads like a bot. The same email on Monday reads like a person who just sat down with a coffee. This recipe gives Friday entries the Monday treatment. The trigger is **Gravity Forms > A form is submitted**, on the Contact Form. Then wrap the actions in a [condition](https://automatorplugin.com/knowledge-base/action-filters-conditions/): run only if the Entry submission date token contains “Friday.” Automator shows this as a “Run if” block, and both actions sit inside it. The first action is **OpenAI > Use a prompt to generate text**. The prompt asks for a reply in your voice and ends with the Message token, so the AI answers the actual question. The second action is **Emails > Send an email** to the Email token, with the OpenAI response as the body and a three-day delay. Friday plus three days is Monday. Want it to land at 9 a.m. sharp instead of three days to the minute? Swap the delay for one of Automator’s [custom schedules](https://automatorplugin.com/knowledge-base/how-to-use-custom-scheduling-in-wordpress-automations/), which take plain English. “Next Friday at 1 pm” and “1pm tomorrow” are documented examples, and “next Monday at 9 am” follows the same pattern. The condition, the delay and the custom schedule are all Automator Pro features. From now on, a Friday-afternoon inquiry gets a Monday reply drafted in your voice and sent by the recipe. Nobody clears a Monday backlog of follow-ups. (Note: the condition reads the entry’s submission date, which is fixed the moment the form is submitted. It still says Friday when the email goes out on Monday.) **Time saved:** about **1 hour 20 minutes/week.** That assumes 40 entries a week and two minutes each to write and send a reply by hand. ### 9. Register a WordPress User From a Form (No User Registration Add-on Needed) [![A Gravity Forms automation in Uncanny Automator creating a new WordPress user from contact form submission data.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-create-new-wordpress-user.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-create-new-wordpress-user.webp) The trigger is **Gravity Forms > A form is submitted**, on the Contact Form. The action is **WordPress > Create a user**. Build the username from the Name – First and Name – Last tokens, then map the Email, First name and Last name fields to their tokens. If not every visitor should become a user, start from recipe 7’s field-value trigger instead, so only the right submissions create accounts. Applicants, members, vendors and students now get their WordPress accounts the moment they submit the form. No one creates logins by hand or emails passwords around. Gravity Forms’ own User Registration add-on comes with its Elite license. This recipe works on any Gravity Forms license. The **WordPress > Create a user** action is what makes it an Automator Pro recipe. Sites that do use the add-on also get the Pro trigger **Gravity Forms > A user registers with a form**. The knowledge base has another route in [Create a WordPress registration form with Gravity Forms](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-gravity-forms/), plus a note on [running the add-on and a recipe side by side](https://automatorplugin.com/knowledge-base/gravity-forms/). **Time saved:** about **30 minutes/week.** That assumes 10 sign-ups a week and three minutes each to create the account and send the password by hand. ### 10. Enroll a Learner in a Course After Payment (Gravity Forms as a Payment Gateway) [![Gravity Forms automation enrolling a learner in a LearnDash course after an enrollment form is submitted with payment.](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-payment-enrol-learndash-course.webp)](https://automatorplugin.com/wp-content/uploads/2026/10/gravity-forms-payment-enrol-learndash-course.webp) Gravity Forms with a payment add-on is a checkout you already own. Add a product field and a Stripe or PayPal feed, and your enrollment form takes the payment. What it can’t do on its own is open the door afterwards: enroll the learner in the course they just paid for. This recipe does that part. This one is a recipe for logged-in users, because the learner needs an account to be enrolled. The trigger is **Gravity Forms > A user submits a form with payment**, on the Enrollment Application form. It needs one of the Gravity Forms payment add-ons (2Checkout, Authorize.Net, Mollie, PayPal, Square or Stripe) to collect the payment. The action is [**LearnDash**](https://automatorplugin.com/integration/learndash/) **> Enroll the user in a course**. Instead of a fixed course, it takes the course from the form’s Program of Interest token. One form can sell every course on the site. Now a learner pays, and the course is in their account before the receipt reaches their inbox. No WooCommerce checkout, no membership plugin, and no one copying names from a payment report into LearnDash. Learners without an account yet? Recipe 9 creates one from a form. The same pattern unlocks any paid content. Swap the LearnDash action for **LearnDash > Add the user to a group**, or for the matching action in your membership or LMS plugin, and the payment opens whatever it should. **Time saved:** about **40 minutes/week.** That assumes 10 paid enrollments a week and four minutes each to check the payment and enroll the learner by hand. [Not on Automator yet? Install Automator Lite free and build recipes 1 to 6 today >>>](https://wordpress.org/plugins/uncanny-automator/) ## Four Habits That Keep Gravity Forms Automations Reliable Ten recipes add up to a lot of moving parts. A few habits keep them tidy: 1. **Name recipes after the chore, not the plugins.** “Demo requests → Slack #sales” tells you what it does six months from now. “GF Slack 1” doesn’t. 2. **Use the visitor trigger for lead forms.** **Gravity Forms > A form is submitted** fires for anyone. **Gravity Forms > A user submits a form** only fires for logged-in users. That difference is the most common reason a lead recipe “doesn’t work.” 3. **Watch the recipe log for the first week.** Automator > Logs shows every run. App actions that fail show the response they got back, and webhooks expose a status code token. 4. **Map only fields that exist on the form.** A Company token on a form without a Company field sends a blank, and Slack and Sheets will show it. Check the form before you map the tokens. ## Conclusion Back to Monday morning. The weekend’s entries are already in the sheet. The hot ones hit Slack on Saturday, each with an AI read on the sender’s mood. Every contact is tagged. Friday’s inquiries got a Monday reply, drafted in your voice and sent by the recipe. At those volumes, the ten estimates above add up to about **8 hours/week**, roughly a working day. Start with one. The Slack alert or the Sheets log takes a few minutes on Automator Lite. You’ll notice the difference by Friday. When you need routing, timing, user accounts or payments, that’s what Automator Pro is for. **[Install Automator Lite free on WordPress.org >>>](https://wordpress.org/plugins/uncanny-automator/)** **[Get Automator Pro >>>](https://automatorplugin.com/pricing/)** What will you do with more time? ## Frequently Asked Questions **Can I create Gravity Forms automations for free?** Yes. Six of the ten recipes in this post run on Automator Lite. Recipes 3 and 6 use nothing but the plugin. Recipes 1, 2, 4 and 5 reach Slack, Google Sheets, ClickUp or OpenAI, so they run on app credits. A free Automator account includes 250, and Pro plans are unlimited. Recipes 7 to 10 need Automator Pro for a field-value trigger, conditions and delays, user creation and a payment trigger. **Do I need a Gravity Forms add-on to automate form submissions?** No, with one exception. Recipes 1 to 9 start from the core **Gravity Forms > A form is submitted** trigger, which needs no add-on. Recipe 10 starts from a payment, so it needs one of the Gravity Forms payment add-ons, such as Stripe or PayPal. Automator also has triggers for the User Registration add-on, but none of these recipes depends on it. **Can one submission run several actions at once?** Yes. A single recipe can add a row to a sheet, post to Slack and tag the CRM contact. Each action gets its own line. On Automator Pro, conditions let you switch individual actions on or off based on what’s in the entry. **How is automating Gravity Forms with Automator different from Gravity Forms notifications and add-on feeds?** They do different jobs. Notifications send email when an entry arrives. Feeds pass entries to the add-ons you’ve installed. Automator takes the same submission and uses it as a trigger for 250+ plugins and apps. It also adds the logic: conditions, delays, schedules and multi-step chains. Most sites keep their notifications and add recipes on top. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas --- ### [What Is No-Code Automation? A WordPress Owner's Guide](https://automatorplugin.com/what-is-no-code-automation-wordpress-owners-guide/) **Published:** September 30, 2026 **Author:** Brendan Da Costa **Content:** TLDR? Get the highlights▾1**No-code automation** lets your WordPress site run workflows and carry out tasks using visual builders or AI chat instead of programming. 2It comes in two forms: **process automation** (if this happens, do that) and **task automation** (one-off jobs done on request, from bulk updates to whole landing pages). 3**AI has changed how you build it.** You can describe what you want in plain words, and AI apps can now work directly with WordPress through MCP servers. 4For a WordPress site, the right tool is almost always a **WordPress-native** one that works with the plugins you already use. 5**Uncanny Automator Lite** is free. You can build your first recipe in a few minutes. Ready to hand off your first task? [Get Uncanny Automator free →](https://wordpress.org/plugins/uncanny-automator/) [↓ Jump ahead to build your first no-code automation](#getting-started) Every WordPress site comes with a list of small jobs that you didn’t sign up for. Copy-paste contact form entries into your email tool. Enroll new members in the appropriate courses. Update the product descriptions for your new catalog. None of it is hard, but all of it adds up. Before you know it, the afternoon is gone. Or the whole evening if you accidentally copy-pasted the wrong entries. That’s what **no code automation** is for: reclaiming your time, off-loading the busywork, and improving your site’s operations. In this guide, I’ll show you what no-code automation is, what it looks like on a WordPress site, how AI is changing it, **and (my favorite) how to start for free.** Let’s dive in. ## What Is No-Code Automation? For the modern WordPress website, automation isn’t just a nice-to-have — it’s a must-have. It’s how your site becomes more than a billboard. It’s how site visitors become leads, how guest checkouts become lifelong customers, how blog posts become marketing campaigns. With the right automation tools, you can even build landing pages from prompts. The “no-code” part is what makes automation exciting for WordPress sites. *No-code automation allows your WordPress site to initiate and execute workflows and carry out tasks, using visual builders or AI chat interfaces instead of programming languages like PHP and JavaScript.* Once upon a time, building automations in WordPress meant learning to code or hiring a developer. However, no-code automation tools like **Uncanny Automator** have changed that reality completely. Think of it as hiring a very reliable, technically competent assistant who can help manage your site operations. With the introduction of AI, that assistant has become a lot more skilled and much more widely available. (But more on that later.) ## How No-Code Automation Works On a WordPress site, no-code automation usually takes one of two forms: process automation, or task automation. ### Process Automation (“If This, Then That) When most people think of automating their WordPress site, process automation is what they are thinking of. It’s easiest to think of process automation as automating recurring workflows — if *this* thing happens, do *that* other thing. These types of automations follow a general structure; an event occurs on your WordPress website and an action or series of actions follows. A new user registers > Send them a welcome email > Add them to your CRM. In **Uncanny Automator**, for example, these types of automations are called “recipes.” A recipe is a deterministic automation: one or more triggers, optional conditions, and the actions that run when they fire, running the same way every time. [![A new user registration recipe built with no-code automation, sending a welcome email and adding the user to Mailchimp.](https://automatorplugin.com/wp-content/uploads/2026/09/new-user-registration-automation.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/new-user-registration-automation.webp) [*Learn how to build recipes in Uncanny Automator >>>*](https://automatorplugin.com/how-it-works/) ### Task Automation (Done on Request) Not every job that you want to automate needs a recurring setup. Sometimes you just need something done — once, right now. For example, updating 40 product descriptions, adding a list of contacts to Mailchimp, or compiling a sales report. That’s task automation; automating the one-off jobs that clutter up your to-do list. Tools like **Uncanny Automator** handle these one-off requests using different kinds of recipes ([loops](https://www.youtube.com/watch?v=QyU0L0YfWVY), [run now](https://automatorplugin.com/integration/run-now/) triggers, etc.) or through AI chat. With AI, you simply describe the job in plain language and an AI agent carries it out on your site. Nothing is saved for next time. The task simply gets done. Task automation covers a broad range of tasks, from requesting sales or registration data to building web pages. **Uncanny Page Builder**, for example, is an AI-first page builder that serves as a great example for task automation. You describe the page you want, in however much detail you desire, and AI builds it. [![Webinar landing hero with bold white headline on dark teal background reading 'Automate Your WordPress Site With Uncanny Automator', small 'Webinar' label, date August 20, 2026, and a yellow 'Save my seat' button](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-chat-panel-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-chat-panel-scaled.webp) The two forms of no-code automation work well together. The one-off tasks that you request today can be recurring actions in an automated workflow that runs without your intervention. For the full tour, see [The Complete Guide to WordPress Automation](https://automatorplugin.com/complete-guide-to-wordpress-automation/). ## Why WordPress Site Owners Use No-Code Automation As I mentioned before, no-code automation is what gives your WordPress website real capabilities. It’s also what allows WordPress site owners, admins, and developers to optimize their operations. - **Make your site do more.** Out of the box, WordPress is a powerful CMS. No-code automation is what makes it a powerful business tool. Create exit-intent popups with limited-time offers that are directly connected to your eCommerce store and CRM. Publish blog posts and immediately push excerpted versions to your social media platforms. Change page content based on user roles. That’s no-code automation. - **Save time and money.** Every job you automate is one you stop doing by hand. Five minutes a day on welcome emails adds up to more than 30 hours a year — and that’s just one process. A WordPress-native tool can also replace separate automation subscriptions, and the contractor you’d call to wire them all together. - **Reduce errors.** People forget. Software doesn’t. No missed follow-ups, no copy-paste mistakes, and no customer who paid but never got access. A process runs the same way every time, and a task gets done the way you asked. - **Integrate your tech stack.** Your store, forms, courses and email list each know something the others don’t. No-code automation connects them. A single purchase in WooCommerce can update your CRM, enroll the buyer in a course and post a note in your team’s Slack channel — all without you lifting a finger. ## How AI Is Changing No-Code Automation No-code took programming out of the picture. AI is taking the builder out too. ### From Clicking to Describing A few years ago, no-code meant clicking through every menu, field and setting yourself. That meant that you had to have at least some familiarity with the thousands of triggers, actions, and filters in a tool like **Uncanny Automator** or **OttoKit**. Today, however, you can describe the result you’re looking for and let AI pick the triggers and actions that get you there. Regardless, one thing hasn’t changed: what the AI builds is still something you can open, check, and edit. In other words, when you’re automating with AI, always keep the “human-in-the-loop”. Exactly what that looks like depends on how you incorporate AI into your automations. #### AI Actions Within Workflow Automations The simplest way to add AI is as a step inside a recipe. One action in the workflow calls an AI model — Claude, GPT, Gemini and others — and hands the result to the next step. Say a new blog post goes live. The recipe asks the AI to write a social caption, then posts it to X and LinkedIn. Or a support form comes in, and the AI scores how frustrated the customer sounds before the ticket is routed. Summaries, translations, product descriptions, SEO titles, even images: anything a model can generate or judge can happen mid-workflow. You bring your own API key for the AI provider, and your automation tool handles the prompt and the workflow. #### AI Agents and Assistants Within Automation Tools The next step up is an assistant that lives inside the automation tool itself. Instead of assembling a recipe piece by piece, you describe what you want and the assistant does the clicking. [**Uncanny Agent**](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/), for example, is the AI assistant built into **Uncanny Automator.** Ask it in plain language and it builds recipes you can open, edit and audit, completes one-off tasks on your site, and answers questions about your content, users and orders. It’s made for people who don’t have an AI subscription, or would rather not set one up — there’s nothing to configure, and it’s free to start. Other automation tools like Zapier and OttoKit have their own AI agents. #### MCP Servers and External AI Platforms **Model Context Protocol (MCP)** is an open standard that lets AI apps use tools on other systems. An MCP server is what makes a system, like your WordPress site, available to those apps. In practice, it means the AI you already use can act on your site directly. WordPress itself is building toward this. WordPress 6.9 added the Abilities API, a standard list of what your site and its plugins can do. WordPress 7.0 added a built-in AI Client. And the official [MCP Adapter](https://developer.wordpress.org/news/2026/02/from-abilities-to-ai-agents-introducing-the-wordpress-mcp-adapter/) plugin makes those abilities available to AI apps. Today, that setup is mostly aimed at developers. One caution: an MCP connection acts on your site as a logged-in user. Choose a tool that lets you decide exactly what the AI can and can’t do. *The **Uncanny Automator MCP Server** — connecting your current AI subscription to the most powerful automation engine in WordPress — is coming soon. Subscribe to our newsletter to know the minute it launches.* ## What Can You Automate on a WordPress Site? The best first automation is a job you already repeat every week. Here are a few process automations to get you started, by site type. ### Online Stores and eCommerce When someone buys a product in WooCommerce, [add them to your email list and tag them by what they bought](https://automatorplugin.com/complete-guide-to-woocommerce-automation/). ### Membership Sites When someone joins a membership level, [send a welcome email and unlock members-only content](https://automatorplugin.com/complete-guide-to-wordpress-membership-automation/). ### Online Courses When a student finishes a LearnDash course, [enroll them in the next one and send a congratulations email](https://automatorplugin.com/complete-guide-to-wordpress-elearning-automation/). ### Lead Forms and Email Lists When someone submits a WPForms form, [add them to your CRM with the right tag](https://automatorplugin.com/complete-guide-to-wordpress-marketing-automation/). ### Blogs and Content When you publish a post, [share it to your social accounts automatically](https://automatorplugin.com/complete-guide-to-wordpress-content-automation/). Want more everyday ideas? Here are [11 time-saving WordPress automations for every website](https://automatorplugin.com/time-saving-wordpress-automations-for-every-website/). ## No-Code Automation Tools You Can Start Using Right Now For WordPress businesses and developers, the answer to the question “Which automation tool should I use?” starts with finding out where your work actually happens. Mostly off site? Go with a cloud-based solution. Mostly on-site? Go with a WordPress-native solution. A bit of both? Go with both and pick the plan for each that maximizes your value. Typical options include: - **Uncanny Automator** for a WordPress-native solution. - **Zapier** for a cloud-based, SaaS app heavy workflow. Want the full comparison? Get the full cost and capability overview with our list of the [8 Best Zapier Alternatives for WordPress Sites](https://automatorplugin.com/best-zapier-alternatives/). ## Getting Started: Build Your First No-Code Automation I promised you at the beginning of this guide that I would tell you how to get started with no-code automation for WordPress for free. And this is where I deliver on that promise. [![A no-code automation publishing new WordPress posts to LinkedIn with a GPT-4 generated excerpt, built in Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2026/09/publish-new-wordpress-post-to-linkedin-ai-excerpt.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/publish-new-wordpress-post-to-linkedin-ai-excerpt.webp) In the following steps, I’ll show you how to recreate the recipe pictured above. Let’s start no-coding. ### Step 1: Install Uncanny Automator Lite (for Free) From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins > Add New**. In the search bar, enter “uncanny automator” and click **Install Now** then **Activate**. [![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png)](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) Recipes that stay inside your WordPress site are free, no strings attached. Steps that reach outside apps like **X**, **LinkedIn**, **OpenAI** or **Anthropic** use **app credits**. Automator Lite comes with 250 free app credits. To claim yours, create your free Automator account at [automatorplugin.com/my-account](http://automatorplugin.com/my-account) or [follow the instructions in this detailed walkthrough](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/). ### Step 2: Create and Name Your Recipe Now that you have Automator Lite installed with your free app credits, it’s time to build your first recipe. From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png)](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, I’ve named this recipe, “Publish new blog posts to X and LinkedIn with AI-generated excerpts”. ### Step 3: Configure Your Trigger(s) In the *Trigger* panel, from the menu of available integrations, select **WordPress > A post is published**. [![Selecting "A post is published" from the WordPress trigger list in Uncanny Automator, with taxonomy triggers above it.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-wordpress-trigger-post-is-published.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-wordpress-trigger-post-is-published.webp) Automator will prompt you to select the *Post type* and give your trigger a custom label if you choose. For the *Post type*, select **Post** and click **Save**. ### Step 4: Configure Your AI Action(s) In the *Actions* panel, click **Add action** and select **OpenAI** (or your preferred AI integration). [![Selecting OpenAI in the Uncanny Automator integration picker, marked "Not connected" alongside the other integrations.](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png) Note: If you have not already connected your OpenAI account, simply click **Connect account** in the modal that appears and follow the instructions. You can find [a more detailed walkthrough in this step-by-step guide](https://automatorplugin.com/knowledge-base/open-ai/). From the dropdown list that appears, select **Generate an excerpt** or **Generate an excerpt suitable for Twitter**. [![OpenAI action list in Uncanny Automator with excerpt-generating options highlighted, including one suited to Twitter.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-openai-actions-generate-excerpt-suitable-for-twitter.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-openai-actions-generate-excerpt-suitable-for-twitter.webp) Automator will present you with a form for configuring your prompt. You can use *tokens* (i.e., dynamic data from your WordPress site and from within recipes) to give OpenAI/ChatGPT more context for a better response. To use a token, click on the **Asterisk** in a given field and select the token that carries the data you are looking for. For example, in the *Content* field, you might select either the **Post content (raw)** token or the **Post content (formatted)**. [![Adding a post content token to the Content field of an OpenAI excerpt action in Uncanny Automator, with raw and formatted options.](https://automatorplugin.com/wp-content/uploads/2026/09/wordpress-post-trigger-tokens-post-content-raw-formatted.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/wordpress-post-trigger-tokens-post-content-raw-formatted.webp) Finish configuring your prompt and click **Save**. ### Step 5: Configure Your Social Media Action(s) In the *Actions* panel, click **Add action** and select **LinkedIn** (or your preferred social media platform). [![Selecting the LinkedIn Pages integration in the Uncanny Automator integration picker, marked "Not connected" alongside the others.](https://automatorplugin.com/wp-content/uploads/2022/04/linkedin-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/04/linkedin-integration.png) Note: If you haven’t already connected your LinkedIn account, you can follow the instructions from within the Recipe Builder. Alternatively, [you can find a step-by-step guide here](https://automatorplugin.com/knowledge-base/linkedin-pages/). From the dropdown list that appears select **Publish a post with an image to a LinkedIn page**. [![Selecting "Publish a post with an image to a LinkedIn page" from the LinkedIn Pages action list in Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2026/09/linkedin-pages-action-publish-post-with-image.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/linkedin-pages-action-publish-post-with-image.webp) Automator will present you with a form for drafting your LinkedIn post. Using tokens once again, you can publish the LinkedIn post with the featured image from your blog post and the copy generated by OpenAI. [![Searching for the Generated excerpt token from the OpenAI action, to insert into a Content field in Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2026/09/openai-generated-excerpt-token.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/openai-generated-excerpt-token.webp) *Pro tip: Use the search field to find tokens faster.* Once you’re done, click **Save**. ### Step 6: Go Live! You’ve almost created your first no-code automation. All that’s left for you to do is toggle the recipe from **Draft** to **Live**. [![A no-code automation publishing new WordPress posts to LinkedIn with a GPT-4 generated excerpt, built in Uncanny Automator set to “Live”.](https://automatorplugin.com/wp-content/uploads/2026/09/publish-new-wordpress-post-to-linkedin-ai-excerpt-live.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/publish-new-wordpress-post-to-linkedin-ai-excerpt-live.webp) That’s it! Your recipe will continue promoting your content on social media until you switch it off. Want a head start next time? Import a pre-built recipe from the [Recipe Template Library](https://automatorplugin.com/recipe-template-library-wordpress-automation/). *No AI subscription? Uncanny Agent is built-in, and it can build this same recipe from a sentence.* [**Get Uncanny Automator free on WordPress.org >>>**](https://wordpress.org/plugins/uncanny-automator/) ## Best Practices for No-Code Automation No-code automation is easy to start. A few habits keep it running smoothly: - **Start with one job.** Automate a task you repeat every week, get it running, then add the next. - **Check your tools first.** Make sure your plugins and apps are supported before you plan a process. - **Review what AI builds.** AI can misread what you meant, so open the recipe and check it before you switch it on. - **Limit AI access.** An AI app that connects from outside acts as a logged-in user. Only give it the access it needs. - **Test, then trust.** Run every new recipe once with test data and check the log before you rely on it. - **Know when to call a developer.** In extreme cases, custom logic may still need a developer to configure properly. ## Conclusion Remember that reliable, technically competent assistant? That’s what you have now in no-code automation. It runs your processes in the background and handles your one-off tasks on request — whether you set it up with a few clicks or a few words. Start small. Pick one job you repeat every week and hand it off. Then add the next one. Before long, your site will be running itself and you’ll be planning your next big release. [**Get started for free with Automator Lite >>>**](https://wordpress.org/plugins/uncanny-automator/) What will you do with more time? ## Frequently Asked Questions **What is no-code automation in simple terms?** It’s how your WordPress site runs workflows and carries out tasks without anyone writing code. You set it up in a visual builder or by describing what you want to an AI, and the tool handles the technical work. **Is no-code automation free?** Many tools have free tiers. Automator Lite is free, with unlimited recipes between the plugins on your site. See [plans and pricing](https://automatorplugin.com/pricing/) for what Pro adds. **Do I need a developer to automate my WordPress site?** Not for everyday tasks. Most processes and tasks can be set up with a visual builder or plain language. A developer is still useful for very custom logic. **Is Zapier a no-code tool? Do I still need it with a WordPress plugin?** Yes, Zapier is a no-code tool. For tasks inside WordPress, a WordPress-native plugin like Automator is usually the better fit. Zapier still helps connect outside apps, and Automator works with it. **Is AI replacing no-code automation?** No. AI is becoming the easiest way to build it. You describe what should happen and AI does the setup. For process automation, the result is a recipe that keeps running the same way every time — no AI in the loop. **What is a WordPress MCP server?** It’s a connection that lets AI apps like ChatGPT, Claude or Gemini work with your site’s content, plugins and settings directly. The Uncanny Automator MCP Server is launching soon. \[Subscribe to the Automator newsletter\](\[NEWSLETTER SIGNUP URL\]) to get it the minute it launches. **Do I need an AI subscription?** No. The Recipe Builder in Automator Lite needs no AI at all, and Uncanny Agent is built into the plugin: nothing to set up, and free to start. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [The Complete Guide to WooCommerce Follow-Up Emails](https://automatorplugin.com/complete-guide-to-woocommerce-follow-up-emails/) **Published:** September 29, 2026 **Author:** Brendan Da Costa **Content:** *Set up WooCommerce follow-up emails that send themselves: thank-yous, review requests, cross-sells and win-backs, using the email tool you already have.* TLDR? Get the highlights ▾ 1Follow-up emails work best as **one system on a timeline** (thank-you, review request, cross-sell, win-back), not a pile of one-off tactics. 2One automation layer covers every follow-up. You **don’t need a CRM or a separate plugin for each email**, and it works with the email tool you already use. 3**Thank-you emails** and **review request emails** are the easiest wins to set up. Both get full recipe walkthroughs below. 4**Timing is everything.** Delays and order-status triggers in Automator Pro send each email when it makes sense for the customer, not the second they check out. 5Every other follow-up (welcome, cross-sell, win-back, birthday and abandoned cart) has its own deep-dive, linked right from this guide. Build your first follow-up for free. [Get Uncanny Automator Lite →](https://wordpress.org/plugins/uncanny-automator/) Someone just bought from your store. WooCommerce sends the receipt. Then nothing happens. No thank-you. No “how’s it going?” No nudge to leave a review or come back for the thing that pairs perfectly with what they bought. The customer who was most excited about your store hears nothing until your next newsletter, if you get around to sending one. That silence costs you. Your happiest customers are the ones most likely to buy again, review you and tell a friend. They just need you to ask. **WooCommerce follow-up emails** fill that silence, but WooCommerce doesn’t send them natively. In this guide, I’ll show you how to set them up as one connected system with **Uncanny Automator**, using the email tool you already have: your WordPress website or existing CRM. You’ll get the full follow-up timeline, two complete recipes (a thank-you email and a review request) and a map to every other follow-up worth sending. Let’s dive in. ## What Are WooCommerce Follow-Up Emails? WooCommerce follow-up emails are automated emails that go out after a customer does something in your store. That “something” might be placing an order, repeatedly visiting a product page, leaving a review or quietly not buying anything for months. They’re different from the **transactional emails** WooCommerce already sends, like order confirmations and status updates. Transactional emails tell customers what happened. Follow-up emails build the relationship around it. Most guides treat follow-ups as a grab-bag of tactics. Try a review email here, a coupon there. That’s how you end up with five plugins, three sender addresses and a customer who gets two emails in one afternoon. A better way to think about it: **A follow-up system is a timeline.** Every email has one job, one trigger and one place in the customer’s journey, from the moment they order to the day they come back. When you design the whole timeline at once, each email knows its role. Nothing overlaps. Nothing falls through the cracks. ## How Uncanny Automator Sends WooCommerce Follow-Up Emails Uncanny Automator is a WordPress automation plugin. It connects WooCommerce to the rest of your site and your apps using **recipes** (combinations of triggers and actions that execute workflows). Every recipe has at least two parts: - **A trigger:** the thing that starts the recipe, like “A user purchases a product” - **An action:** the thing that happens next, like sending an email You personalize each email with **tokens** (i.e., dynamic data from your store, like the customer’s first name, the product they bought or their order total). Write the email once, and every customer gets their own version. ### It works with the email tool you already use This is the part most follow-up setups miss. You don’t have to move your email to a new platform. Automator gives you two ways to send: - **Send directly from WordPress.** Automator’s built-in **Send an email** action supports full HTML and tokens. It’s a great fit for simple, lower-volume follow-ups. - **Hand off to your CRM or email tool.** If you already run email in Mailchimp, FluentCRM, ActiveCampaign, Brevo, MailerLite, Groundhogg, Drip or a similar tool, a recipe can tag customers or add them to a list. Your email tool then sends the campaign you’ve already designed. *Already using Drip? These* [*Drip automations for WordPress and WooCommerce*](https://automatorplugin.com/7-proven-drip-automations/) *show how to move customers into the right campaigns automatically.* ### Product triggers vs. order triggers One quick detail before we build. WooCommerce triggers in Automator come in two flavors: - **Product triggers** fire once for each product in an order - **Order triggers** fire once per order If a customer buys three items, a product trigger could send three thank-you emails. An order trigger sends one. Our guide to [WooCommerce product vs. order triggers](https://automatorplugin.com/knowledge-base/woocommerce-triggers/) walks through when to use each. ### One email is nice. A timeline is a system. You can send a great follow-up email from a single trigger. But the real magic happens when you control *when* each email goes out. That’s where delays and order-status triggers come in, and you’ll see them in action shortly. And the best part? Automator doesn’t charge per automation. Build as many recipes as your timeline needs. ## The WooCommerce Follow-Up Email Timeline Here’s the full system at a glance: what each email does, what triggers it and when it should land. Email Trigger When to send Goal Deep dive Abandoned cart Product added to cart, no purchase Within the hour Recover the sale [Cart recovery guide](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) Thank-you Purchase Right away Goodwill and clear next steps [Below](#thank-you-emails) Welcome New customer account Right away, then over the first week Turn a buyer into a fan [Welcome sequence guide](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) Review request Order marked Completed Once they’ve had time to use it Social proof [Below](#review-request-emails) Cross-sell Purchase of a product or category Right after purchase or a few weeks later The second order [Upsell guide](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/) Win-back No purchase in a set time, or subscription expires Months later Bring them back [Win-back guide](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) Birthday Daily check for birthdays On the day Loyalty [Birthday coupon guide](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) *Timing is a starting point. Adjust it to your shipping times and how long your products take to use.* Abandoned cart Trigger Product added to cart, no purchase When to send Within the hour Goal Recover the sale Deep dive [Cart recovery guide](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) Thank-you Trigger Purchase When to send Right away Goal Goodwill and clear next steps Deep dive [Below](#thank-you-emails) Welcome Trigger New customer account When to send Right away, then over the first week Goal Turn a buyer into a fan Deep dive [Welcome sequence guide](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) Review request Trigger Order marked Completed When to send Once they’ve had time to use it Goal Social proof Deep dive [Below](#review-request-emails) Cross-sell Trigger Purchase of a product or category When to send Right after purchase or a few weeks later Goal The second order Deep dive [Upsell guide](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/) Win-back Trigger No purchase in a set time, or subscription expires When to send Months later Goal Bring them back Deep dive [Win-back guide](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) Birthday Trigger Daily check for birthdays When to send On the day Goal Loyalty Deep dive [Birthday coupon guide](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) *Timing is a starting point. Adjust it to your shipping times and how long your products take to use.* Notice the pattern. Early emails give (thanks, help, a warm welcome). Later emails ask (a review, a second purchase, a return visit). You earn the right to ask by giving first. One stop we’re skipping here: post-purchase surveys, which fit neatly between the review request and the cross-sell. *We’ve covered them in our guide to* [*automating WooCommerce post-purchase surveys*](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/)*.* Now let’s build the two emails most stores are missing. ## Post-Purchase Thank-You Emails A receipt says “here’s what you paid and what you got for it.” A thank-you email says “we’re glad you chose us.” That difference matters. The thank-you is the first email on your timeline that doesn’t sell anything. It builds goodwill, sets expectations and makes the next email (the one that *does* ask for something) feel welcome instead of pushy. A good thank-you email includes: - **The customer’s first name** (tokens handle this) - **A note about what they bought**, not just “your order” - **What happens next**, like shipping times or when to expect a download link - **One helpful link**, like a setup guide, care instructions or your FAQ - **A reply-to address with an inbox a real person reads**, so “thanks!” replies don’t vanish Keep it short. One job, one email. ### Recipe: Send a Thank-You Email After Every Purchase This recipe works in **Uncanny Automator Lite**, which you can [install and activate for free](https://wordpress.org/plugins/uncanny-automator/). (Don’t forget to [register your account](https://automatorplugin.com/my-account) to get limited access to some Automator Pro features.) #### Step 1: Create and name a new recipe From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. (This is only if you don’t allow guest checkout in your WooCommerce settings. If you do allow guest checkout, you can select **Everyone**, though you will need Automator Pro.) ![Popup dialog titled 'Select a recipe type' with two selectable cards: left card shows 'Logged-in users' (highlighted in blue) and description; right card shows 'Everyone' with description.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users") Give your recipe a clear name, like “WooCommerce: Thank-you email.” #### Step 2: Set up your trigger In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![Selecting the WooCommerce integration in Uncanny Automator, with other integrations in the integrations grid greyed out.](https://automatorplugin.com/wp-content/uploads/2025/12/CleanShot-2025-12-03-at-22.12.49@2x.png)](https://automatorplugin.com/wp-content/uploads/2025/12/CleanShot-2025-12-03-at-22.12.49@2x.png)From the dropdown list that appears, select **“A user purchases a product”**. [![Dropdown list of WooCommerce triggers in Uncanny Automator. The user has highlighted the trigger, “A user purchases a product”.](https://automatorplugin.com/wp-content/uploads/2018/10/woo-trigger-user-purchases-product.png)](https://automatorplugin.com/wp-content/uploads/2018/10/woo-trigger-user-purchases-product.png)Automator will prompt you to select the trigger condition and the product. You can select “*pays for”* as the trigger condition and *“Any product”* to ensure that all of your shoppers get a thank you. Once you’re finished, click **Save**. #### Step 3: Add the thank-you email In the *Actions* panel, click **Add action** and select **Emails** (or your preferred CRM) from the available integrations. [![Uncanny Automator grid of integrations icons. The “Emails” integration is highlighted with a blue border.](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png "emails-integration")](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png) From the dropdown list, select **Send an email**. Automator will then present you with an email form, consisting of all the fields needed to draft and send your email. In the *To* field, select either the *User email* or *Billing email* token by clicking the **Asterisk** in the field. [![Token picker for an email's To field in Uncanny Automator, with User email and WooCommerce Billing email highlighted as options.](https://automatorplugin.com/wp-content/uploads/2026/09/email-integration-to-user-billing-emails-tokens.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/email-integration-to-user-billing-emails-tokens.webp)Next, fill out: - **Reply-to:** an inbox you actually check - **Subject:** something warm, like “Thanks for your order, {{First name}}!” - **Body:** your thank-you message, with tokens for the customer’s name and the product they bought For example, here’s the thank-you email that I drafted: [![Uncanny Automator email body for a WooCommerce follow-up thank-you message, with billing name, order ID, and product tokens in the copy.](https://automatorplugin.com/wp-content/uploads/2026/09/sample-thank-you-woocommerce-follow-up-email.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/sample-thank-you-woocommerce-follow-up-email.webp)Once you’re finished, click **Save**. #### Step 4: Go live Flip your recipe from **Draft** to **Live**. That’s it! [![Setting a WooCommerce follow-up email recipe to Live in Uncanny Automator, with the recipe toggle highlighted.](https://automatorplugin.com/wp-content/uploads/2026/09/woocommerce-follow-up-email-recipe-live.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/woocommerce-follow-up-email-recipe-live.webp)Every customer now gets a personalized thank-you email — and you won’t have to type out every single one. [![Branded WooCommerce thank-you email sent by Uncanny Automator, with the order number and product filled in from tokens.](https://automatorplugin.com/wp-content/uploads/2026/09/sample-thank-you-woocommerce-follow-up-email-branded.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/sample-thank-you-woocommerce-follow-up-email-branded.webp)*Want your follow-ups to look like they came from your store, not a plain-text robot? Here’s how to* [*brand your WordPress emails*](https://automatorplugin.com/wordpress-email-branding/) *so every automated message matches your logo, colors and style.* ### Level Up: Product-Specific Thank-Yous and a “Getting Started” Email One generic thank-you is a great start. Here are two ways to make it feel even more personal. 1. **Write product-specific versions.** Clone the recipe for your bestsellers or key categories and change the trigger to that specific product. A customer who buys a coffee grinder gets grind-size tips. A customer who buys a course gets a link to lesson one. Same system, more personalized content. 2. **Add a delayed “getting started” email.** Add a second **Send an email** action to the same recipe and set a **delay** on it (a timer that holds the action for a set time before it runs). A few days after purchase, the customer gets tips for getting the most out of what they bought. That second email is where one-off messages start becoming a system. (Delays are part of Automator Pro. More on that in a minute.) If you run email through a CRM, you can also add an action that **tags the customer**, like “customer: coffee.” That way, your email tool knows exactly which sequence they belong in next. ## Review Request Emails Reviews work hard for you. They’re social proof for the next shopper who’s on the fence. They also tell you what customers love (and what needs work). Most happy customers never leave a review, though. Not because they don’t want to, but simply because nobody asked them at the right moment. ### Timing: ask after delivery, not after checkout Here’s the classic mistake. The review request goes out right after checkout, before the package has even left the warehouse. The customer can’t review something they haven’t touched. The fix is to start the clock when the order is **completed**, then wait. How long you wait depends on what you sell: - **Digital products** can be ready for a review within a few days - **Physical products** need shipping time plus enough time for the buyer to actually use them - **Products that take a while to show results** (skincare, supplements, training gear) need longer still Ask yourself: “When would a customer have a real opinion?” You know your products and how they’re meant to be used better than anyone. ### Recipe: Ask for a Review After the Order Is Completed This recipe uses **Automator Pro** for the order status trigger and the delay. #### Step 1: Add a second action to the recipe Instead of creating an entirely new recipe, you can add a second action to the recipe that you already created. I’ve simply renamed the recipe “WooCommerce: Follow-up email sequence” as it now contains more than the thank-you email. In the *Actions* panel, under the first action, click **Add action** and select **Email > Send an email**. [![Review request email in Uncanny Automator, with product title tokens in both the subject line and the body copy.](https://automatorplugin.com/wp-content/uploads/2026/09/sample-review-request-woocommerce-follow-up-email.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/sample-review-request-woocommerce-follow-up-email.webp)The shorter the path from inbox to review form, the more reviews you’ll get. One click is the goal. Once you’re done, click **Save**. (Note: prefer to send from your CRM? Swap this action for one that tags the customer or adds them to a “review request” list in Mailchimp, FluentCRM or the tool you use.) #### Step 4: Add a delay To add a delay, hover over the second email action and click **Delay**. [![Adding a delay to the review request email in an Uncanny Automator recipe, with the thank-you email sending immediately.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-woocommerce-follow-up-emails-delay.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-woocommerce-follow-up-emails-delay.webp)Automator will present you with a modal where you can set the delay. For example, I have set a 14-day delay. Once you’re finished, click **Save**. [![WooCommerce follow-up emails in Uncanny Automator: an immediate thank-you and a review request delayed 14 days.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-woocommerce-follow-up-emails-14-day-delay.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-woocommerce-follow-up-emails-14-day-delay.webp)### Close the Loop When the Review Comes In A review request is only half the conversation. When the customer responds, respond back. With Automator Pro, you can combine multiple triggers and actions with *filters* (conditions that sort actions) to run more powerful automations. For example, you can build a second recipe with two triggers for **A user reviews a product with a rating greater than, less than or equal to an amount**. Then add actions based on the rating: - **High ratings:** send a thank-you email. Want to go further? Add a coupon code for their next order. - **Lower ratings:** alert your team by email or Slack so a real person can reach out and make it right. [![Uncanny Automator recipe routing WooCommerce reviews by rating: a thank-you email for 4 and up, a Slack alert below 4.](https://automatorplugin.com/wp-content/uploads/2026/09/woocommerce-product-review-sorting-recipe-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/woocommerce-product-review-sorting-recipe-scaled.webp)Both paths turn a review into a relationship. Happy customers feel appreciated. Unhappy customers feel heard, which is often the first step toward winning them back. *Want more ideas? Our post on* [*automating WooCommerce product reviews*](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/) *covers rewarding reviewers and sharing top reviews on social media.* Look at what you just built: a trigger at the right moment, a delay that respects the customer’s timeline and a response that depends on what they say. That’s the difference between sending an email and running a follow-up system. **Delays and order-status triggers are what turn one email into a follow-up system.** [**Get Automator Pro >>>**](https://automatorplugin.com/pricing/) ## More WooCommerce Follow-Up Emails (and Where to Learn Each One) The thank-you and the review request cover the first days after an order. The rest of your timeline has its own full walkthroughs. Here’s what each email does and where to learn how to build it. ### Welcome Emails for First-Time Customers A first order is the start of a relationship, not the end of a transaction. A welcome sequence introduces your brand, shows off what makes you different and gives new customers a reason to stick around. The recipe starts when a new user account is created. It then sends a series of emails over the first week, using delays to space them out. You can even include a WooCommerce coupon partway through. > [How to Create an Automated Welcome Email Drip Campaign in WordPress (Without a CRM)](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) ### Cross-Sell and Upsell Emails The best time to recommend a product is right after someone buys the thing it pairs with. A customer who just bought a camera is a great candidate for a memory card. These recipes are triggered based on a purchase in a specific product or category. They can tag the customer for a targeted CRM campaign, or email a ready-made order with a unique coupon so checkout takes one click. > [3+ WooCommerce Upsell Automations That Will Actually Drive Sales](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/) ### Win-Back Emails for Lapsed Customers Some customers drift away. It’s rarely personal. Life gets busy. A well-timed “we miss you” email (sometimes with an incentive) brings them back. For subscription stores, the recipe fires when a subscription expires and follows up by email, WhatsApp or both. For one-time buyers, a scheduled recipe checks each day for customers who haven’t ordered in a set number of days and reaches out automatically. > [How to Automate WooCommerce Win-Back Campaigns](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) Or: > [Find and Re-Engage Inactive WooCommerce Customers](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) ### Birthday and Anniversary Emails Nothing says “we remember you” like a birthday coupon that shows up on the actual day. The recipe runs daily, checks each customer’s birthday (stored in a custom field) and generates a personal coupon code for anyone celebrating. It’s set once and runs forever. Even if you don’t know your customers’ actual birthdays, you can always celebrate the anniversary of their first purchase. > [How to Automate WooCommerce Birthday Coupons](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) ### The Follow-Up Before the Order: Abandoned Carts One type of WooCommerce follow-up email happens *before* the purchase. When a logged-in customer adds a product to their cart but doesn’t check out, you can create a recipe that waits a short while, checks that they still haven’t bought the item(s) in their cart and then sends a friendly reminder. It’s the only stop on your timeline that happens before the sale. > [WooCommerce Abandoned Cart Recovery: Complete Guide & Best Practices](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) ## WooCommerce Follow-Up Email Best Practices A great follow-up system is as much about restraint as reach. Here are the habits that keep yours helpful instead of annoying. 1. **Send high volume through your email tool.** Automator’s built-in email action is perfect for simple follow-ups. As your volume grows, route campaigns through your CRM or email service so they’re built for sending at scale. 2. **Set a frequency budget.** Map your timeline so emails don’t pile up. If a customer buys two things in one day, they shouldn’t get four follow-ups by dinner. Use tags and action filters (conditional logic that controls when actions run) to check what a customer has already received. 3. **Stop the sequence when the customer acts.** If they buy again, leave a review or reply, pending follow-ups should step aside. The abandoned cart recipe does this by checking for a purchase before it sends. Borrow the same idea and apply it everywhere else. 4. **Give every email one job.** Thank them, or ask for a review, or recommend a product. Every email should only have one job. 5. **Respect consent and unsubscribes.** Marketing follow-ups should go to customers who’ve opted in, and every marketing email should offer a clear way out. If you send directly from WordPress, the User Lists addon (included with Automator Pro – Plus and Pro – Elite) adds unsubscribe links and an Unsubscribed list that the **Send an email** action respects. [**Upgrade to a Pro Plus or above plan >>>**](https://automatorplugin.com/pricing) 6. **Test before you go live.** Place a test order and check your inbox. Then check your recipe logs to confirm every trigger and action ran the way you expected. ## Getting Started with Uncanny Automator Ready to build your WooCommerce follow-up email workflows? Get started here: 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins > Add new**. 2. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator, which must be active to use Automator Pro features.) 3. [Register your account](https://automatorplugin.com/my-account) to get complimentary app credits and starter Uncanny Agent usage — Automator’s AI assistant for WordPress to get you building recipes and managing your site faster. To unlock delays, order-status triggers, filters, and more powerful tools and features: 1. Purchase your Automator Pro license from the [Automator pricing page](https://automatorplugin.com/pricing/). Then download Uncanny Automator Pro from your Automator account. 2. Navigate to **Plugins > Add New**, click **Upload Plugin**, select the Pro .zip file, then install and activate it. 3. Visit **Automator > Settings** to enter your license key (you’ll find it in your purchase confirmation email). ## Conclusion Don’t ghost your customers after checkout — that’s just the beginning of the relationship, not the end of it. Follow-up emails show your customers that you care and give you more touchpoints to make a lasting impression. And the good news is that you don’t need a CRM, a stack of single-purpose plugins or a weekend spent copy-pasting generic messages. With Automator, you have all of the tools you need to build an automated pipeline for your WooCommerce follow-up emails, from simple thank-yous to to branching support workflows. Build one recipe at a time. Each one keeps working long after you’ve moved on to the next. And when you’re ready to add delays and multi-step sequences, [Automator Pro turns your follow-ups into a conversion-optimized system >>>](https://automatorplugin.com/pricing/) What will you do with more time? ## Frequently Asked Questions **What are WooCommerce follow-up emails?** WooCommerce follow-up emails are automated emails that go out after a customer takes an action in your store, like placing an order, having an order completed or leaving a review. Common examples include thank-you emails, review requests, cross-sells and win-back emails. **Does WooCommerce send follow-up emails on its own?** WooCommerce sends transactional emails, like order confirmations and status updates. Marketing follow-ups, like review requests and win-backs, need an automation layer. Uncanny Automator adds that layer and works with the email tool you already use. **Can I send WooCommerce follow-up emails with the free version of Automator?** Yes. Automator Lite can send a thank-you email every time a customer purchases a product. Delays, order-status triggers and review triggers are part of Automator Pro. **Do I need a CRM to send WooCommerce follow-up emails?** No. Automator can send emails directly from WordPress with its built-in Send an email action. If you already use a CRM or email tool, Automator can tag customers or add them to lists so your tool sends the campaign instead. **Can I use Mailchimp, FluentCRM or another email tool with these recipes?** Yes. Automator integrates with popular email and CRM tools, including Mailchimp, FluentCRM, ActiveCampaign, Brevo, MailerLite, Groundhogg and Drip. Your recipes decide who gets what, and your email tool handles the sending. **How long after a purchase should I send a review request?** Send it once the customer has received the product and had time to form an opinion. Trigger the recipe when the order is marked Completed, then add a delay that fits your shipping times and product type. **Do follow-up emails work for guest checkout orders?** Yes. Automator Pro includes a trigger for guest order status changes, so guest buyers can get follow-ups too. Build a matching recipe alongside your logged-in customer version. **How do I avoid sending customers too many emails?** Plan your whole timeline before you build. Then use tags and action filters to check what a customer has already received, and stop pending follow-ups once they take the action you wanted. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas --- ### [The 6 Best WordPress Page Builders in 2026 (Compared Honestly)](https://automatorplugin.com/the-best-wordpress-page-builders-in-2026-compared-honestly/) **Published:** September 18, 2026 **Author:** Brendan Da Costa **Content:** *Looking for the best WordPress page builder in 2026? We compare Elementor, Divi, Bricks, Gutenberg, SeedProd and Uncanny Page Builder head-to-head.* TLDR? Get the highlights ▾ 1**The verdict up front:** Uncanny Page Builder is our pick for 2026 — the first true AI page builder for WordPress. Describe the page, Uncanny Agent builds it, and everything you get is clean HTML and CSS you own forever. (Yes, it’s ours. We show our work, category by category.) 2Every builder wins somewhere: **Gutenberg** takes performance, **Divi 5** takes value at scale, **Elementor** takes design range and ecosystem, and **SeedProd** owns landing pages. 3We rated all WordPress page builders across the metrics that matter most to users: performance, ease of use, total cost, design flexibility, lock-in, maintainability, ecosystem, and use-case fit — prices included in the table up top. 4The real question in 2026: do you want an **AI builder** or a drag-and-drop builder with AI? See what an AI builder can do in five minutes. [See Uncanny Page Builder in action →](https://automatorplugin.com/uncanny-page-builder/) If you’re searching for the best WordPress page builder in 2026, the honest answer is: it depends on what you’re optimizing for. Nobody buys a page builder for its widget count. What you’re probably weighing is one or more of a handful of things: how will the page builder impact page speed, how fast you can build with it, what it costs over time, how much design freedom you get, etc. So, instead of a simple list with a feature round-up, we scored WordPress page builders across eight categories: performance and page speed, ease of use, pricing, design flexibility, vendor lock-in, maintenance, ecosystem and support, and use case specificity. Before we go further, you should know that **Uncanny Page Builder** — the only true AI-first entry on this list — is our product. That’s exactly why we won’t ask you to take our rankings on faith. Every claim in this comparison is fact-checked and backed up with hands-on experience. The full scorecard is in the table below. The rest of this guide explains every call. ## The 6 Best WordPress Page Builders at a Glance Every rating from all eight categories, side by side. Winners get the trophy. CategoryUncanny Page BuilderElementorDivi 5BricksGutenbergSeedProdPerformanceGreatFairGoodGreat🏆 BestGoodEase of use🏆 BestGoodGoodFairGoodGreatTotal costGreatFair🏆 BestGreatFreeGoodDesign flexibilityGreat🏆 BestGreatGreatFairGoodLock-in & portability🏆 BestFairFairGoodGreatFairEasy handoff🏆 BestGoodGoodFairGreatGoodEcosystem & supportGood🏆 BestGreatGoodGreatGoodBest forMembership & content sitesEcosystem buildsMany sites, one licenseDevelopersContent-led sitesLanding pagesStarting priceIncluded with Uncanny Automator plansFree; Pro from $49/yr$70/yr, unlimited sites$79/yr; $599 lifetimeFree$39.50/yr\**Prices checked September 2026 on each builder’s official pricing page. \*SeedProd’s listed prices are promotional (regularly from $79/yr). Uncanny Page Builder’s AI building uses Uncanny Agent usage included with plans.* Uncanny Page BuilderPerformanceGreatEase of use🏆 BestTotal costGreatDesign flexibilityGreatLock-in & portability🏆 BestEasy handoff🏆 BestEcosystem & supportGoodBest forMembership & content sitesStarting priceIncluded with Uncanny Automator plansElementorPerformanceFairEase of useGoodTotal costFairDesign flexibility🏆 BestLock-in & portabilityFairEasy handoffGoodEcosystem & support🏆 BestBest forEcosystem buildsStarting priceFree; Pro from $49/yrDivi 5PerformanceGoodEase of useGoodTotal cost🏆 BestDesign flexibilityGreatLock-in & portabilityFairEasy handoffGoodEcosystem & supportGreatBest forMany sites, one licenseStarting price$70/yr, unlimited sitesBricksPerformanceGreatEase of useFairTotal costGreatDesign flexibilityGreatLock-in & portabilityGoodEasy handoffFairEcosystem & supportGoodBest forDevelopersStarting price$79/yr; $599 lifetimeGutenbergPerformance🏆 BestEase of useGoodTotal costFreeDesign flexibilityFairLock-in & portabilityGreatEasy handoffGreatEcosystem & supportGreatBest forContent-led sitesStarting priceFreeSeedProdPerformanceGoodEase of useGreatTotal costGoodDesign flexibilityGoodLock-in & portabilityFairEasy handoffGoodEcosystem & supportGoodBest forLanding pagesStarting price$39.50/yr\**Prices checked September 2026 on each builder’s official pricing page. \*SeedProd’s listed prices are promotional (regularly from $79/yr). Uncanny Page Builder’s AI building uses Uncanny Agent usage included with plans.* The short version: traditional drag-and-drop builders have four strong options in this table. And if you’d rather describe pages than assemble them, Uncanny Page Builder is where to start. ## 6 WordPress Page Builders That Keep Coming Up We reviewed and tested a long list of page builders for this post. These six are the ones that kept winning — or coming in as runners-up — across every category we scored. They’re the shortlist. - [**Uncanny Page Builder**](https://automatorplugin.com/uncanny-page-builder/) — the AI-first page builder built into Uncanny Automator. Describe the page; Uncanny Agent builds it. Included in every plan. - **[Elementor](https://elementor.com/)** — the market-leading drag-and-drop builder with the biggest add-on ecosystem. Free core; Pro from $49/yr. - **[Divi 5](https://www.elegantthemes.com/divi-5/)** — Elegant Themes’ flagship, rebuilt from scratch without shortcodes. $70/yr for unlimited sites, with a lifetime option. - **[Bricks](https://bricksbuilder.io/)** — the developer favorite, known for clean, semantic output. From $79/yr, or $599 for lifetime unlimited. - **Gutenberg** — WordPress core’s own block editor and site editor. Free forever, already installed. - **[SeedProd](https://www.seedprod.com/)** — Awesome Motive’s landing page specialist, with 300+ templates. Free version; paid from $39.50/yr. Now, the categories. Grab a coffee — we’ll keep each one short. ## Performance and Page Speed Page speed is where page builders earn their reputation — or lose it. Every layer of builder markup, every extra script, every shortcode that has to be converted to HTML on each visit adds weight. Your visitors feel it, and so do your rankings. **Winner: Gutenberg.** It’s hard to beat something that isn’t there. Gutenberg (the block editor built into WordPress core) adds no extra plugin layer at all, so its pages are as light as WordPress gets. And it keeps improving with every release — WordPress 6.9 alone added accordion blocks, block notes, and more. [![WordPress Gutenberg block editor with a Cover block hero for a running shoe brand, block inserter open on the left and Cover settings on the right.](https://automatorplugin.com/wp-content/uploads/2026/09/gutenberg-editor-pacer-running-co-example-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/gutenberg-editor-pacer-running-co-example-scaled.webp)**Runner-up: Bricks.** Bricks was built performance-first. Its output is clean and semantic, and it’s the builder people reach for when they want a visual canvas without the weight that usually comes with one. **Honourable mentions: Uncanny Page Builder and Divi 5.** Uncanny Page Builder outputs lean, standards-based HTML and CSS — there’s no builder engine re-processing shortcodes on every page view. Divi 5 deserves real credit too: the ground-up rebuild dropped the shortcode system that made older Divi pages heavy, and it’s a genuine leap over Divi 4. And if performance is your whole personality, Breakdance and Oxygen serve that crowd outside our six. [![Uncanny Page Builder section code editor showing the clean HTML and CSS behind the Horizon launch hero section.](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-horizon-line-hero-section-html-css-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-horizon-line-hero-section-html-css-scaled.webp)## Ease of Use and Learning Curve Drag-and-drop page building seems simple enough — until you drag and drop things into place. Every section, block, and widget hides a maze of settings panels. Spacing, alignment, styles, responsive elements… the list goes on. Unless you’re already a web developer, that’s a lot to learn. **Winner: Uncanny Page Builder.** There’s no builder to learn here, because you don’t operate it — you brief it. Tell Uncanny Agent (Uncanny Automator’s AI assistant): “Create a landing page with a hero section, three feature cards, a testimonial slider, and a call-to-action.” It builds the page. This is prompt-to-page building — text-to-build, if you like the plainer term — and layout, content, and styling all arrive in one pass. You don’t need to bring design skills, either. Uncanny Agent supplies the design intelligence, making the layout, hierarchy, and styling calls for you. [![Webinar landing hero with bold white headline on dark teal background reading 'Automate Your WordPress Site With Uncanny Automator', small 'Webinar' label, date August 20, 2026, and a yellow 'Save my seat' button](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-chat-panel-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-chat-panel-scaled.webp)Refining works the same way. “Make the hero section taller.” “Add a FAQ section below the testimonials.” Done and done. And for quick fixes — a typo, a swapped photo — you don’t need a conversation. Click the text and edit it in place. [![Promotional webinar hero: 'Automate Your WordPress Site with Uncanny Automator' with a yellow 'Save my seat' button and the date August 20, 2026.](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-manual-toggle.gif)](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-manual-toggle.gif)**Runner-up: SeedProd.** If you’d rather start from a template than a description, SeedProd is about as friendly as traditional building gets. It’s purpose-built for the pages beginners actually need — landing, coming-soon, maintenance. Additionally, its AI Theme Builder can generate a starting site inside its template system, which you then refine by drag-and-drop. **Honourable mention: Elementor.** The canvas is familiar and the internet is stuffed with tutorials for it. The settings panels are still the settings panels, though. [**Build your first page by describing it >>>**](https://automatorplugin.com/pricing) ## Pricing and Total Cost of Ownership The sticker price isn’t the full cost of using a page builder. The real number includes the number of sites you want to build, your renewals, and your addons. **Winner: Divi 5.** One membership, unlimited sites, $70 a year (when on sale). There’s also a $199 lifetime option, and layout packs are included. If you run more than a handful of sites, the per-site math is simply unbeatable. Divi AI is included with the Divi Pro bundle ($199/yr, with unlimited usage), and the core Divi membership stands on its own. [![Divi pricing with annual plans at $70 and $199 a year, and lifetime options at $199 and $220 one time.](https://automatorplugin.com/wp-content/uploads/2026/09/divi-annual-vs-lifetime-pricing.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/divi-annual-vs-lifetime-pricing.webp)**Runners-up: Bricks and Uncanny Page Builder.** Bricks earns its spot with a $599 lifetime-unlimited deal and a refreshing policy: every plan gets every feature. Uncanny Page Builder earns its spot by bundling — one Uncanny Automator subscription covers page building, workflow automation, and an AI assistant. Recipe Builder, Uncanny Agent, and Page Builder are three capabilities of one plugin, which can replace two or three separate line items on your credit card statement. **Honourable mentions: Gutenberg and SeedProd.** Gutenberg costs exactly $0 forever, which is the baseline every paid builder has to beat. SeedProd starts at $39.50/yr (regularly $79). ## Design Flexibility vs. Templates Traditional page building offers you a choice: start from a template and risk looking like everyone else, or design from scratch and hope you brought the skills. **Winner: Elementor.** It covers both ends of that spectrum better than anyone. The template and kit library is the largest in WordPress, and the design controls run deep — theme building, popups, forms, motion effects, the works. Elementor AI adds generated copy, images, and layout suggestions right inside that workflow. Whatever you can picture, there’s probably a path to it in Elementor. [![Browsing the Elementor Website Template library, with templates for a marketing studio, stylist, tour guide, and food blog.](https://automatorplugin.com/wp-content/uploads/2026/09/divi-website-template-library.gif)](https://automatorplugin.com/wp-content/uploads/2026/09/divi-website-template-library.gif)**Runners-up: Bricks and Divi 5.** Bricks gives technical builders total control — real flexbox and CSS grid layouts, conditions, and interactions. Divi 5 counters with an enormous layout pack library backed by global variables and design presets. **Honourable mention: Uncanny Page Builder.** It quietly breaks the question, because you don’t browse templates *or* design from scratch. You tell Uncanny Agent what the page is for, and its design intelligence decides the layout, hierarchy, and styling. Seen a design you love somewhere? Upload a screenshot and Agent builds a page in that style. Set your brand values once — colors, fonts, logo, spacing, button styles — and every page comes out matching them. The design skills requirement drops to zero. [![Uncanny Page Builder's screenshot-to-style feature turning an attached news homepage screenshot into an editorial news page.](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-screenshot-to-style-nyt-homepage-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-screenshot-to-style-nyt-homepage-scaled.webp)## Vendor Lock-In and Portability This is the category nobody thinks about until they’ve already handed over their credit card details. So think about it now: what happens to your pages when you deactivate your builder? With most traditional builders, the answer is ugly. Proprietary shortcodes and builder-specific markup live inside your content. Leave, and you’re looking at broken layouts and a long rebuild. **Winner: Uncanny Page Builder.** Its output is clean, standard HTML and CSS — no proprietary shortcodes, no builder-specific code. Deactivate the plugin and your page designs stay intact. Want to go further? Download any page as a standalone web file, complete with styling, and host it anywhere — even outside WordPress. You can export and import page source between sites, too. Independence isn’t a side effect of the design here. It is the design. [![Uncanny Page Builder menu with Export page and Download as HTML highlighted, alongside import and code editor options.](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-export-page-download-html-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-export-page-download-html-scaled.webp)(One honest note on scope: live elements — the auto-updating parts we’ll meet in the last category — need Uncanny Automator active to render. The designs themselves survive without it.) **Runner-up: Gutenberg.** Your content lives in WordPress core, so there’s no plugin to lose in the first place. [**Own every page you build >>>**](https://automatorplugin.com/pricing) ## Who Will Maintain the Site? A page builder decision outlives the build. Maybe you’re handing the site to a client. Maybe a teammate takes over content updates. Maybe it’s just future-you, six months from now, staring at a page and wondering what past-you was thinking. **Winner: Uncanny Page Builder.** This one comes down to guardrails. Brand values are set once, and the critical ones can be locked — locked colors, fonts, and styles can’t be overridden on any page, by anyone. Not a teammate having a creative moment. Not even Uncanny Agent. The site stays on-brand no matter who inherits it. [![Editor screen of Uncanny Page Builder: left sidebar with Brand styles, Typography, Colors; top controls; main area shows a robot mascot and headline 'Start building with Uncanny Agent' with subtext and a 'Start chatting' button.](https://automatorplugin.com/wp-content/uploads/2026/08/brand-styles-page-builder.png)](https://automatorplugin.com/wp-content/uploads/2026/08/brand-styles-page-builder.png)Day-to-day upkeep is just as forgiving. Whoever owns the site updates text and images with click-to-edit, and structural changes are a described request — “add a testimonials section” — rather than a settings-panel excavation. Best of all, when Uncanny Page Builder takes over an existing page, the original is saved automatically. Restore it any time, exactly as it was, at the same address. That’s a safety net most builders simply don’t have. **Runner-up: Gutenberg.** Any WordPress user can edit content natively, and there’s no license to renew or transfer. Simple is maintainable. **Honourable mentions: Beaver Builder and Elementor.** Beaver Builder built its whole reputation on stable client handoffs (a fine pick outside our six). And Elementor is everywhere, so a replacement maintainer is never hard to find — which brings us neatly to the next category. [**Hand off your site with confidence — get Uncanny Page Builder >>>**](https://automatorplugin.com/pricing) ## Ecosystem, Support, and Hireability Sooner or later you’ll need an add-on, an answer, or a human. This category asks: how easy is each to find? **Winner: Elementor.** No contest here. It has the biggest third-party add-on ecosystem in WordPress, the deepest pile of tutorials and courses, and the largest talent pool. If you’re posting a job, “knows Elementor” is the easiest box a freelancer can tick. **Runners-up: Gutenberg and Divi.** Gutenberg’s ecosystem is WordPress itself — every WordPress developer works with blocks, and block libraries like Kadence and Spectra extend the editor when you need more. Divi’s long-standing community and marketplace remain among the strongest in the space. **Honourable mention: Uncanny Page Builder.** It’s the newest name on this list, and we won’t pretend it has Elementor’s ecosystem. What it has is the established team and support crew behind Uncanny Automator, plus documentation that covers all three capabilities in one place. You’re early, but you’re not alone. ## Compatibility and Specific Use Cases Ok, this is where it gets messy: every WordPress page builder has a niche. But some are more “niche-y” than others. The quick map. **SeedProd** is the launch-funnel and coming-soon specialist — nothing here gets a campaign page live faster, which makes it our runner-up. **Bricks** is the natural pick for hand-built WooCommerce stores with a technical owner. **Elementor** anchors sites assembled from its add-on ecosystem. **Divi** shines on agency retainers. **Gutenberg** is at home on content-led sites. And beyond our six, funnel tools like Thrive Architect and beginner-friendly options like Brizy fill their own corners. That’s why we’ve chosen **Uncanny Page Builder** as the winner of this category. While every other builder earns its place by specializing, Uncanny Page Builder covers almost any use case for the simplest reason imaginable: you just tell it what you need. A landing page for next week’s promo. A coming-soon page. A pricing page, a team page, a portfolio. If you can describe it, Uncanny Agent can build it. And its 91 live elements (dynamic content, in SEO-speak) keep those pages current on their own — latest-posts grids that update themselves, greetings that welcome members by name, sections that appear only for logged-in visitors. [![Uncanny Agent building a registered students homepage with a personalized logged-in greeting, shown beside the chat panel.](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-membership-page-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/uncanny-page-builder-membership-page-scaled.webp)Just as important, it plays nicely with the site you already have. Keep your theme or design full pages — your choice, page by page. Adopt it one page at a time. It detects other builders so two editors never fight over the same page, and it runs happily alongside WooCommerce, LearnDash, and MemberPress. Multisite? Supported. [**Whatever page you need next, just ask for it — get Uncanny Page Builder >>>**](https://automatorplugin.com/pricing) ## The Verdict: The Best WordPress Page Builder in 2026 Eight categories, four different winners — and that spread is the real finding. “Best” isn’t one trophy. It’s the match between what a builder does well and what your site actually needs. Tally it up. **Uncanny Page Builder** takes ease of use, lock-in and portability, maintainability, and use-case fit. **Gutenberg** takes performance. **Divi 5** takes total cost at scale. **Elementor** takes design range and ecosystem. Four categories out of eight, plus the argument that runs through all of them — describing a page beats configuring one — is why Uncanny Page Builder is our overall pick. (And yes, we said we’d show our work. We hope four honest losses count.) If you want it by situation instead: - **Building for yourself, no design skills, no designer budget?** Uncanny Page Builder. Describe it, refine it by conversation, done. - **Shipping campaign and landing pages every week?** Uncanny Page Builder or Elementor, depending on whether you want conversation or canvas. Brand locks keep every page on-brand either way. - **Running many sites on one license?** Divi 5 or Bricks. - **A developer who wants full control of the markup?** Bricks. - **A budget of exactly $0?** Gutenberg. - **Launch funnels and coming-soon pages?** SeedProd. And if you love building by hand, a traditional builder is still a great choice — now you know which one fits. [**Get Uncanny Page Builder >>>**](https://automatorplugin.com/pricing) ## Build Your Next Page by Describing It Here’s the thought we’ll leave you with. For a decade, “best page builder” meant the best canvas — the smoothest dragging, the nicest panels. In 2026, the best page builder might not be a better canvas at all. It might be no canvas. Uncanny Page Builder is included with every Uncanny Automator plan, alongside the automation engine and the AI assistant you may already know. Check the plans on our pricing page, or read the full walkthrough in our launch post. Your first page is one sentence away. What will you do with more time? *P.S. Want the deeper tour of how AI page building actually works? Start with our guide to*[ *creating a landing page in WordPress with AI*](https://automatorplugin.com/how-to-create-landing-page-wordpress-ai/)*.* ## Frequently Asked Questions **What is a page builder in WordPress?** A page builder is a tool that lets you design WordPress pages visually, without writing code. Traditional builders like Elementor and Divi use drag-and-drop blocks or modules. Gutenberg, the block editor built into WordPress, covers the basics for free. And the newest approach, the AI-first Uncanny Page Builder, lets you describe the page and have Uncanny Agent build it. **What is the best WordPress page builder?** It depends on which category you weight most. Gutenberg wins performance, Divi 5 wins value at scale, Elementor wins ecosystem and design range, and Uncanny Page Builder wins ease of use, portability, maintainability, and use-case fit — which is why it’s our overall pick for 2026. **Do I need a page builder for WordPress?** Not always. If your site is content-led — a blog, documentation, simple pages — Gutenberg may be all you need. Builders earn their keep when you want landing pages, custom layouts, live content, or a design standard your theme can’t deliver. **What is the best free WordPress page builder?** Gutenberg is free, built in, and improving every release. Elementor and SeedProd both offer capable free versions. And Uncanny Automator Lite comes with starter Uncanny Agent usage for building your first pages — full AI page building is included with every paid plan. **What is an AI page builder?** An AI page builder is one where AI does the building, not just the assisting. Tools like Elementor AI, Divi AI, and SeedProd’s AI Theme Builder generate content or layouts inside a traditional drag-and-drop system. Uncanny Page Builder is AI-first: Uncanny Agent constructs the whole page from your description — layout, content, and styling — and you refine it through conversation. **Which WordPress page builder doesn’t lock you in?** Uncanny Page Builder outputs clean, standard HTML and CSS, so your page designs stay intact even if the plugin is deactivated — and any page can be downloaded as a standalone file and hosted anywhere. Gutenberg is also a safe choice, since your content lives in WordPress core. (Live elements in Uncanny Page Builder pages do need the plugin active to render.) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins --- ### [OttoKit (SureTriggers) vs Uncanny Automator: Which Is Better for WordPress in 2026?](https://automatorplugin.com/ottokit-vs-uncanny-automator/) **Published:** September 14, 2026 **Author:** Brendan Da Costa **Content:** *OttoKit vs Uncanny Automator — which is better for WordPress automation in 2026? An honest comparison of pricing, task limits, integrations, and AI.* TLDR? Get the highlights▾1. 1**The verdict up front:** if your automations live on your WordPress site, **Uncanny Automator** is the better fit. If you run a fleet of sites from one dashboard, **OttoKit** earns a look. 2. 2**OttoKit** is a cloud platform with a WordPress bridge plugin. Your workflows run on OttoKit’s servers, and every plan meters tasks — starting at 250 a month on the free plan. 3. 3**Uncanny Automator** runs inside WordPress. Every plan includes unlimited recipes, and that includes Automator Lite, which is free. 4. 4Flat-rate pricing means your costs never climb with your traffic. OttoKit workflows stop once you hit the monthly task cap. 5. 5Automator’s Plus and Elite plans add addons — Custom User Fields, User Lists, Restrict Content, and Dynamic Content — that OttoKit has no match for. 6. 6Both are betting on AI. **Uncanny Agent** is an AI assistant that lives in wp-admin. OttoKit runs AI Agents and MCP tools in the cloud. Get some first-hand experience — [Install Uncanny Automator Lite (it’s free) →](https://wordpress.org/plugins/uncanny-automator/) If you’re looking for a WordPress automation solution, you’ve almost certainly come across **OttoKit** (formerly SureTriggers) more than a few times. At first glance, OttoKit looks like a WordPress plugin. It’s in the WordPress.org plugin directory. You can install it from a .zip file. It even sits in your admin menu like a plugin. But there’s a catch: OttoKit’s plugin is actually a bridge to its automation engine. With OttoKit, your workflows are executed on OttoKit’s cloud servers, not on your website. Now, that might sound like a distinction without a difference but, for WordPress sites, the implications are tangible. How much you pay. Where your data lives. How deep your integrations can actually go. And what happens when something breaks. If WordPress is your primary hub — whether you’re a developer, a business owner, or content creator — then a WordPress-native automation solution is almost certainly the better choice. That’s where a true plugin like Uncanny Automator steps in. And it’s why I’ve written this honest comparison: so users can compare cloud services like OttoKit with WordPress-first solutions like **Uncanny Automator**. Full disclosure: we make Uncanny Automator. Even so, I’ve endeavored to be fair and transparent in this head-to-head comparison. Where Automator is truly the better choice, I’ll say so without reservation. And where OttoKit earns its keep, I’ll make sure to point it out. What follows is a side-by-side comparison written from the perspective of a WordPress site owner. The person who has to live with the pricing, the setup, and the early morning “why didn’t my automation fire?” moments. Let’s dive in. ## OttoKit vs Uncanny Automator at a Glance Here’s how OttoKit and Uncanny Automator line up. OttoKitUncanny AutomatorPlatformCloud platform with a WordPress bridge pluginWordPress-native pluginPricingPer-task metering on every plan, lifetime includedFlat rate, unlimited recipesIntegrations1,500+ apps (per OttoKit)253+ integrations, 997+ triggers, 850+ actionsAddonsTables, Forms (stored in OttoKit’s cloud)Custom User Fields, User Lists, Restrict Content, Dynamic Content, Elite IntegrationsAIAI Agents, MCP server, human-in-the-loopUncanny Agent (AI assistant), MCP server, AI integrations in recipesData privacyWorkflow data processed and logged in OttoKit’s cloudData stays on your serverBest forMulti-site cloud orchestrationWordPress-centric automation In one sentence: OttoKit is a capable choice if you run a fleet of sites and cloud apps from one dashboard. But if your automations live on your WordPress site, Automator gives you unlimited runs, deeper integrations, and data that never leaves home. Of course, one sentence never tells the whole story. ## What Is OttoKit? **OttoKit** is an automation tool created by Brainstorm Force — the same team behind WordPress-favorites Astra, Spectra, and CartFlows. That pedigree tells you something already. This is a credible, well-established WordPress company, and OttoKit has grown to 90,000+ active installs on WordPress.org. The architecture pairs a cloud platform with a connector plugin. You build workflows on a visual canvas and organize them into workspaces. From there, you can l**ink many WordPress sites and hundreds of cloud apps to one account.** When something happens on your site, the plugin forwards that event to OttoKit’s servers. Those servers run the workflow and send the actions back. [![OttoKit workflow canvas with a Gravity Forms trigger, WordPress user creation, and Gmail step, beside the Add Action panel.](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-workflow-canvas-gravity-forms-to-wordpress-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-workflow-canvas-gravity-forms-to-wordpress-scaled.webp)### OttoKit Pricing Here’s how OttoKit’s pricing breaks down: - **Free:** - $0 - 250 tasks/month - 20 workflows [![OttoKit free plan Usage and Limit modal showing caps of 250 tasks, 20 workflows, 2 members, 500 table rows, and 1 form.](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-usage-modal.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-usage-modal.webp)- **Pro:** - $9/month billed annually, or $12 month-to-month - 1 workspace (equivalent to 1 client environment) - 5,000 tasks/month - 5 WordPress connections (equivalent to 5 client sites) - **Business:** - $19/month billed annually, or $24 month-to-month - 5 workspace (equivalent to 5 client environments) - 10,000 tasks/month - Unlimited WordPress connections - **Business Plus:** - $39/month billed annually, or $49 month-to-month - Unlimited workspace (equivalent to unlimited client environments) - 30,000 tasks/month - Unlimited WordPress connections - **Lifetime:** - $499 (Pro) - $799 (Business) - $1,499 (Business Plus) *(Prices in USD, checked September 2026. See [OttoKit’s pricing page](https://ottokit.com/pricing/) for current rates.)* One detail worth knowing before you build anything ambitious: **features that are essential to building custom/functional workflow automations aren’t in the Free or Pro tiers at all.** Path/Branch (conditional routing), Loop, the API module, and human-in-the-loop approvals require at least a Business plan, ranging from $19-$24 a month. [![OttoKit Add Action panel with Delay, Branch, Path, Filter, Formatter, Loop, and API all marked Premium.](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-premium-gated-features.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-premium-gated-features.webp)### What OttoKit Does Well I promised to point out where OttoKit earns its keep, and there’s a fair bit to mention. **The visual canvas is polished.** If you like building automations on a flowchart, you’ll like using it. The app catalog is broad, too. It reaches into the long tail of cloud services that smaller platforms skip. And, at $9 a month, the Pro plan is affordable for small and growing businesses — though lacking in some essential features. The AI roadmap also deserves credit. OttoKit offers AI Agents that can decide and act inside a workflow, approval steps that keep a human in the loop, and an MCP server. And if you look after many sites, one central engine is considerably easier than installing one on every site. [![OttoKit organization settings with task, workflow, and workspace usage, a workspace table, and the free plan listed below.](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-organization-settings-page-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-organization-settings-page-scaled.webp)### Where OttoKit Falls Short, and Who It’s Best For **Every plan meters tasks, and lifetime licenses are no exception.** Further, Path, Branch, Delays, Filters, and other automation-essential features are restricted to Business plan and higher tiers. That’s a serious limitation for solopreneurs, marketing teams, and other non-agency users. Businesses operating in privacy-sensitive fields or that regularly deal with GDPR and CCPA regulations will also have to consider that data will be processed and logged off-site. And because the plugin is only a bridge, **there’s a ceiling on how deeply OttoKit can see into your site and plugins.** For building custom workflow automations, that’s a real limitation. However, none of these drawbacks are signs of a sloppy product. They’re the natural consequences of running the engine in the cloud instead of on your site. None of this is disqualifying for OttoKit. If you look after several WordPress sites, your workflows are mostly app-to-app, and your volume is steady, OttoKit is a perfectly reasonable choice. ## What Is Uncanny Automator? **Uncanny Automator** is the #1 WordPress AI and automation plugin, trusted by 50,000+ websites. Unlike OttoKit, it runs inside your site. There’s no account to create before you start, and no second dashboard to learn. Additionally, Automator gives you three equal capabilities: - The **Recipe Builder** is the automation engine. You build recipes (that’s what we call automations) from triggers and actions. [![WooCommerce win-back campaign automation showing a trigger for a user’s ‘VIP Access’ subscription expiring and two live actions: sending a WhatsApp message to the billing phone after 7 days and an email to the billing email after 30 days.](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-multi-channel-win-back-campaign-automation.png)](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-multi-channel-win-back-campaign-automation.png)- Next, **Uncanny Agent** is an AI assistant built into WordPress that can handle your one-off tasks *(“Write a blog post about my latest product release and publish snippets to my social media accounts.”)*, build your recipes, and surface data such sales, course completions, site traffic, and more from a simple question. [![Uncanny Agent chat answering a question about weekly sales, reporting 19 completed orders, $10,959.00 in total revenue, and a $576.79 average order value for the week of May 25 to June 1, 2026.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-chat-window.webp)](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-chat-window.webp)- And then there’s **Uncanny Page Builder**, an AI-first page builder for WordPress that turns prompts into pages — fully designed, totally on-brand, and built entirely using portable, lightweight HTML and CSS. [![Webinar landing hero with bold white headline on dark teal background reading 'Automate Your WordPress Site With Uncanny Automator', small 'Webinar' label, date August 20, 2026, and a yellow 'Save my seat' button](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-chat-panel-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-chat-panel-scaled.webp)Here’s how Automator’s pricing compares: - **Uncanny Automator Lite:** - $0: unlimited recipes, 250 app credits (for using third-party integrations), plus starter usage for Uncanny Agent - 1 WordPress site license - Unlimited recipes - **Basic:** - $25/month billed annually - Unlimited app credits and Standard Monthly + Anytime Agent usage - Unlimited recipes - **Plus:** - $40/month billed annually - 10 WordPress site licenses + multisite - Everything in Basic + 2x Agent usage - Custom User Fields, Restrict Content, and User Lists addons - **Elite:** - $60/month billed annually - 50 WordPress site licenses + multisite - Everything in Basic + 4x Agent usage - All Plus addons + Elite Integrations and Dynamic Content addons *(Prices in USD, checked September 2026, for AI + Automation plans. Legacy automation-only plans are also available.)* [![Three columns of features included in every Uncanny Automator AI + Automation plan: Recipe Builder, Agent, and Page Builder.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-included-features-ai-automation-plan-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-included-features-ai-automation-plan-scaled.webp)## WordPress-Native Automation vs Cloud Automation OttoKit’s own FAQ puts it plainly: “All the heavy lifting necessary for automations is done on the cloud platform.” It watches for events, ships them to OttoKit’s servers, and waits for instructions back. If you’re primarily concerned about clogging up your hosting, that might sound like a good thing. However, if you have average-to-premium hosting, then shipping your automations off to OttoKit’s servers comes with some drawbacks: - **Task metering.** Every action a workflow completes consumes a metered task. That isn’t a pricing gimmick. It’s how cloud platforms manage their server costs. - **Shallower integrations.** An external automation engine can only automate what is sent to it. An engine inside WordPress sees everything your plugins do — meaning more triggers, actions, and token data per integration. - **Off-site data processing.** Your form entries, customer details, and order data all travel to OttoKit’s cloud to be processed and logged. - **Reliability and troubleshooting.** Your automations wait when OttoKit’s servers are busy or unreachable. And the logs you’d use to diagnose that live on their servers for a limited period of time, then they’re cleared. Automator takes the opposite approach: - **Unlimited automations:** Because Automator lives on your WordPress site, it can leverage your existing hosting capacity. That’s what makes unlimited recipes possible, even with Automator Lite. - **Deep integrations:** Automator can see the events happening within your WordPress site because it is already there. That translates to more granular triggers, actions, filters, and tokens. Think quiz-score level data as opposed to just course-level data. - **Data security and privacy:** There’s no polling and no round trip. Your data and your customers’ sensitive data stay within an environment that you control. - **Reliability and troubleshooting:** You determine how long you want to keep your logs, and get detailed, field-level reports for each recipe run. ## OttoKit vs Uncanny Automator Pricing: Metered Tasks vs Flat Rate Task metering is the first bullet we discussed in the previous section — because it’s the one you feel soonest. So let’s put real numbers to it. OttoKit’s rule is simple. Every action a workflow completes counts as one task. Triggers are free, and actions are metered. Automator doesn’t meter anything: every plan, including the free Automator Lite, runs unlimited recipes. That difference is invisible if you’re only running a handful of automations every month. But it becomes a tangible pain point as you scale your operations and try to grow. Here’s roughly where each platform lands for five common setups. Your siteApprox. monthly tasksOttoKit planOttoKit $/yearAutomator planAutomator $/yearSide project, ~50 form fills a month~150Free$0Lite$0Small business, orders plus forms~3,200Business\*$228Basic$300Membership or LMS site; 2,000 members~12,000Business Plus$468Basic$300WooCommerce store; 1,500 orders a month~15,000Business Plus$468Basic$300Agency running 10 client sites~30,000Business Plus (at the cap)$468Plus$480**\*OttoKit Pro covers that task volume for $108.** But Path, Branch, and Filter aren’t in Pro, so any workflow with conditional logic needs Business. Task counts are illustrative, based on three to six actions per workflow run. Your own numbers may differ. Plan prices are annual billing, checked September 2026. Three things stand out. **OttoKit genuinely wins the second row**, and it’s worth saying plainly. For a small business with predictable, low volume, $228 beats $300 if all you need is workflow automation. **The asterisk matters more than the volume.** Most useful automations have a condition in them somewhere — send this only if the order is over $100, only if the member is still active, or only if the shipping address is in a specific country. The moment you need that, OttoKit’s entry price is $228, not $108. **The crossover arrives around 10,000 tasks**, and it doesn’t reverse. Above that, you’re paying more every year and still working inside a ceiling. Automator’s number stops moving. One last thing on the free tier, because it’s easy to assume free means crippled. Automator Lite includes starter usage of Uncanny Agent alongside those unlimited recipes. No API key, no separate AI subscription. Roughly, that monthly allowance covers a few hundred recipes, over a hundred blog post drafts, or dozens of images — about 60% of what a Basic plan covers. Your mileage will vary with your site and your prompts, but the output (for free) is real. [**Install Automator Lite >>>**](https://wordpress.org/plugins/uncanny-automator/) [**See Uncanny Automator pricing >>>**](https://automatorplugin.com/pricing/) ## OttoKit vs Uncanny Automator Integrations: Counting Apps vs Abilities OttoKit’s WordPress.org listing advertises 1,500+ apps, and the catalog behind that number is strong. On the app side you’ll almost certainly find the apps in your tech stack — from Xero to Zendesk. On the WordPress plugin side, you’re also covered — WooCommerce, LearnDash, FluentCRM, SureMembers, etc. So let me concede the obvious point: if you need a long tail of cloud apps across many sites, OttoKit covers a lot of ground. **But big integration numbers deserve a closer look.** Most WordPress sites don’t use anything like 1,500 apps. A typical stack looks more like this: - A form-building plugin (WPForms, Gravity Forms, Fluent Forms) - An eCommerce plugin (WooCommerce, Easy Digital Downloads) - A CRM or email platform (FluentCRM, Mailchimp, ActiveCampaign) - An LMS or membership plugin (LearnDash, MemberPress) - A few cloud apps (Google Sheets, Slack) - An AI service (OpenAI, Anthropic, Gemini) - A handful of social channels (LinkedIn, X, Meta products) That’s 10 to 20 tools at the high end. So the question that genuinely matters isn’t whether a platform supports 1,500 apps. **It’s how *deeply* it supports the 15 you use every day.** Architecture shapes integration depth, too, and that part gets overlooked. **An engine inside WordPress can see everything your plugins do.** An engine in the cloud sees only what the bridge forwards. That means that WordPress-native automation gives you more triggers, more actions, more conditions/filters, and more data than a cloud service. For example, compare OttoKit’s list of 15 LearnDash triggers with Automator’s 26 that can surface quiz score level data into your automations. [![Dropdown list of LearnDash trigger events available in OttoKit, including "Enroll User in Course", "Remove User from Course", and 13 others.](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-learndash-triggers.gif)](https://automatorplugin.com/wp-content/uploads/2026/09/ottokit-learndash-triggers.gif)And then there’s Automator’s: [![Dropdown list of LearnDash triggers in Uncanny Automator, including, "A user has completed a percentage of a course", "A user achieves a score greater than, less than or equal to a value on a quiz", and others.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-learndash-triggers.gif)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-learndash-triggers.gif)And that’s to say nothing of Automator’s pre-built, plugin-specific filter conditions and data tokens. [![Uncanny Automator's 18 LearnDash conditions for course, lesson, quiz, topic, and group membership, all marked Pro.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-learndash-conditions.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-learndash-conditions.webp)That depth scales across the catalog: Automator currently offers 997+ triggers and 850+ actions across 253+ integrations, plus conditions and loop filters for controlling exactly when an action runs, on who or what, and how. A bridge plugin will always struggle to replicate that. It can only relay the events it was built to relay. ### Filling Gaps with Webhooks But what about apps Automator doesn’t cover? That’s what webhooks are for. **Automator Lite includes outgoing webhooks,** so any recipe can push data to any service with an API — unlimited, and free. **Incoming webhooks** let outside services start your recipes, and those come with Automator Pro. In our experience, a webhook recipe gets you most of the way there for almost any unsupported app. ## Data Ownership and Privacy: Where Your Workflows Live Off-site data processing was the third bullet we had previously explored—and it’s not just something for the tech-heads amongst us to geek out over. Because OttoKit runs your workflows from the cloud, it needs a way into your site. That doorway represents a point of attack that a self-hosted plugin simply doesn’t have. **And that vulnerability is not theoretical.** In 2025, that doorway became [CVE-2025-27007](https://patchstack.com/articles/additional-critical-ottokit-formerly-suretriggers-vulnerability-patched/), a security incident that let total strangers make themselves administrators on any site running OttoKit. That means hackers could reach everything: your content, your customers, your orders. OttoKit patched it quickly and WordPress.org force-updated most sites, but attackers were hunting for the stragglers within two hours. To be clear, any plugin can ship a flaw, and Automator is no exception. However, because Automator runs automations within your own hosting environment, the points of attack are far fewer. **Your data never leaves your site.** For third-party app actions, Automator uses an encrypted relay that doesn’t retain anything. You can read exactly how that works in our [data privacy and GDPR documentation](https://automatorplugin.com/knowledge-base/data-privacy-and-gdpr/). That distinction matters most if you’re an agency with data protection duties written into client contracts, an EU-based site working through data-processor requirements, or a membership or LMS site holding learner records. For everyone else it’s a preference. For those three, it’s a requirement — and requirements are easier to meet when the data never travels. ## Performance, Reliability, and Logs Every OttoKit automation includes a round trip to the cloud and back. That means that your workflow automations are reliant on a third-party service being up when you need it. Automator’s recipes run on native hooks instead, so the trigger fires and the action happens inside WordPress at the moment you want it to. Actions that call outside services run in the background, which means your pages never wait on an API call. Here’s the honest counter-caveat. High-volume recipes on cheap shared hosting do use your server’s resources. Heavy automation deserves hosting to match. That’s fair advice whichever plugin you choose. Then there’s logging. It rarely makes anyone’s marketing page, but it matters if and when automations misfire for whatever reason. Automator keeps a log of every run on your site, with detailed reports for every trigger, action, and filter condition. [![Uncanny Automator recipe log for a completed page view tracker, with Google Sheets and Slack actions and per-action detail.](https://automatorplugin.com/wp-content/uploads/2026/09/automator-recipe-log.webp)](https://automatorplugin.com/wp-content/uploads/2026/09/automator-recipe-log.webp)Unlike with OttoKit, you decide how long to keep your logs. When you’re investigating a support ticket or mismatched records, having detailed historical logs is how you find an answer. ## AI Capabilities: OttoKit’s AI Agents and MCP vs Uncanny Agent Both platforms are investing heavily in AI, and this one isn’t a consequence of where the engine runs. It’s a straight capability comparison. ### OttoKit’s AI Tools OttoKit has leaned hard into AI, and the roadmap is ambitious. There are AI Agents that decide and act inside workflows, approval steps that keep a human in the loop, an MCP server, and AI workflow steps. If you’re building AI workflows across dozens of apps, there’s real capability here. I’d read the billing fine print, though. **AI actions draw tasks from your monthly quota.** So your most intelligent workflows are also your most expensive ones. And approval steps need Business or above. ### Uncanny Agent: An AI Assistant Built Into WordPress Uncanny Automator introduced AI integrations (OpenAI, Anthropic, xAI, Gemini, etc.) all the way back in its 4.1 release (early 2023). Since then, Automator has drastically expanded its AI capabilities, becoming the most powerful and cost-effective solution for WordPress sites to leverage AI. In addition to AI integrations, Automator launched Uncanny Agent, the built-in AI assistant for WordPress. As with other AI capabilities for automation tools, Agent allows you to build recipes from plain text. **Agent can also handle your one-off requests and help you surface critical business and site information without clicking through menus.** When you need to investigate why that recipe misfired three months ago, ask Uncanny Agent instead of rooting through the logs yourself. Automator Lite users get starter usage, and Basic, Plus, and Elite users get progressively more. Because Agent lives in wp-admin, it works where your data already is: **nothing to connect, sync, or export, and no separate AI subscription to buy.** So which approach is better? It depends where your work happens. Cloud agents shine when automations span dozens of cloud tools. An assistant that lives with your data shines when the job is managing your WordPress site. If you’ve read this far, that’s probably the job. [**Learn more about Uncanny Agent >>>**](https://automatorplugin.com/uncanny-ai-agent-for-wordpress/) ## Beyond Automation: Addons and Extras Both OttoKit and Uncanny Automator reach beyond trigger-and-action automations — but they reach in opposite directions. OttoKit adds a database and a form builder in its cloud. Automator includes addons that run on your own site, plus a page builder. ### OttoKit - [**OttoKit Tables**](https://ottokit.com/docs/ottokit-tables/) — a built-in database with typed fields, a little like a lightweight spreadsheet. Workflows can trigger when a record changes, and later steps can read any field. Rows live in OttoKit and are capped by plan, from 500 on Free to 50,000 on Business Plus. - [**OttoKit Forms**](https://ottokit.com/forms/) — a drag-and-drop form builder with 17 field types, which you can also generate from a plain-language description. Submissions write into a linked OttoKit Table along with a timestamp and IP address. The free plan covers one form. ### Uncanny Automator - [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon) (Plus and above) — define your own user profile fields, like “Company”, “Phone number”, or “Renewal date.” Each saves as standard WordPress user meta and becomes a token that you can use in triggers, actions, and conditions in your recipes. Currently, it supports text values only. - [**User Lists**](https://automatorplugin.com/user-lists-addon) (Plus and above) — named mailing lists inside WordPress, with a built-in “Unsubscribe” feature that feeds into Automator’s recipes. It manages lists and subscriptions rather than sending campaigns. - [**Restrict Content**](https://automatorplugin.com/restrict-content-addon) (Plus and above) — access levels that gate whole pages, single Gutenberg blocks, or inline content, granted and revoked by your recipes. It’s the access layer, not a commerce plugin: no payments, subscriptions, or expiry dates. - [**Dynamic Content**](https://automatorplugin.com/dynamic-content-addon) (Elite) — named content blocks that your recipes rewrite, for one user or for everyone, updating without a page reload. - [**Elite Inte**](https://automatorplugin.com/elite-integrations-addon)**[g](https://automatorplugin.com/elite-integrations-addon)**[**rations**](https://automatorplugin.com/elite-integrations-addon) (Elite) — Salesforce and QuickBooks Online actions for your recipes. ### Uncanny Page Builder We already mentioned Uncanny Page Builder in the “What Is Uncanny Automator?” section. It’s worth mentioning here again because it is a genuine plugin-replacement capability that sets Automator apart from all other automation tools, cloud-based or not. Build pages from simple text prompts, or give Uncanny Agent a screenshot of a site you want to emulate. You get back fully designed, publish-ready pages. Set your brand values once — colors, fonts, logo, spacing, button styles — and Agent builds every page to match. [![Page hero: 'Build pages by conversation, not drag and drop' in large black type on a light background with a wireframe diagram to the right.](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-canvas-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-canvas-scaled.webp)For solopreneurs — and even agencies with ongoing content obligations to their clients — Page Builder is a gamechanger. Lightweight, fully-portable HTML and CSS that you can host anywhere, even outside of WordPress. It’s included in every AI + Automation plan. Given that standalone WordPress page builders start at about $60/year for a single-site license, Page Builder changes the cost comparison between Automator and every other automation tool. Instead of a direct head-to-head, the question becomes “how much more is Uncanny Automator saving me?” So here’s the one-line version. OttoKit’s extras store your data for you. Automator’s addons let you store, segment, gate, and personalize on your own site — and build the pages while you’re there. [**See everything included with Automator Pro >>>**](https://automatorplugin.com/pricing/) ## Switching from OttoKit (SureTriggers) to Uncanny Automator If you’ve decided to make the move, here’s some good news. Migrating is mostly a mapping exercise rather than a rebuild: 1\. **Start with an inventory.** List your OttoKit workflows and note the apps each one touches. Then flag any that rely on cloud services Automator doesn’t cover. You can either replace those SaaS apps or ask Uncanny Agent if it can build a custom integration. 2\. **Next, map the concepts across.** OttoKit workflows become Automator recipes, and workflow steps become actions. Where OttoKit has you map data between steps, Automator uses tokens, available from any earlier step. 3\. **Then handle the gaps.** Outgoing webhooks are free in Automator Lite and will push data to any API. Incoming webhooks in Automator Pro let outside services start your recipes. Rely on Uncanny Agent to help you find the optimal solution. One tip from experience: rebuild your busiest workflows first. Those are the ones consuming your task quota, so they deliver the most savings immediately. [**Install Automator Lite and start rebuilding >>>**](https://wordpress.org/plugins/uncanny-automator/) ### Getting Started with Uncanny Automator If reading this post brought you to the “let me just try it” point, here’s the fastest way to get going. [**Get Uncanny Automator — #1 AI and automation plugin for WordPress >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## OttoKit vs Uncanny Automator: Which Should You Choose? By now you’ve probably noticed the pattern. The question was never “which tool is better?” It’s “which tool is better for what you’re trying to do?” ### Choose OttoKit If… - You orchestrate many WordPress sites from a single cloud dashboard - Your workflows are mostly app-to-app, with WordPress as one node - You want an affordable entry into cloud automation and your volume is low and steady - You’re already invested in the Brainstorm Force ecosystem (Astra, SureCart, SureMembers) ### Choose Uncanny Automator If… - Your and/or your clients’ automations center on one or a few sites and the plugins that power them - You never want to count tasks, or find automations stopped mid-month - You want your data to stay on your own server - You want to consolidate your tech stack and replace single-use tools with a multi-capable plugin - You want an AI assistant in wp-admin to help you build and manage your site - You want a free plan with unlimited automations So where does this leave you? OttoKit’s canvas is slick, and flowchart fans will enjoy building on it. But Automator keeps everything where your content already lives — and your data, your logs, and your integration depth come with it. For most site owners and agencies, that isn’t a close call. Happily, it’s also one of the lowest-risk decisions you’ll make all year. Installing Automator Lite takes two minutes. Your first recipe can be live in five. No task math required. [**Install Uncanny Automator Lite (free) >>>**](https://wordpress.org/plugins/uncanny-automator/) What will you do with more time? *P.S. Still not sure which WordPress automation plugin is right for you? Check out our roundup of the best tools on the market in our ultimate [Zapier alternatives for WordPress guide](https://automatorplugin.com/best-zapier-alternatives/).* ## Frequently Asked Questions **What is OttoKit?** OttoKit is a cloud automation platform for WordPress, formerly called SureTriggers. You install a connector plugin on your site, but your workflows run on OttoKit’s servers rather than your own. Every plan meters the actions those workflows perform, starting at 250 a month on the free plan. **Is OttoKit a WordPress plugin?** Not exactly. OttoKit is listed in the WordPress.org plugin directory and installs like a plugin, but the plugin itself is a bridge. It watches for events on your site and forwards them to OttoKit’s cloud, where the automation engine actually runs. Uncanny Automator, by contrast, runs entirely inside WordPress. **Is OttoKit the same as SureTriggers?** Yes. Same platform, same team at Brainstorm Force, simply renamed. The WordPress.org plugin still uses the original suretriggers slug, which is why searching for either name leads to the same place. **How much does OttoKit cost?** OttoKit’s free plan covers 250 tasks a month across 20 workflows. Paid plans start at $9 a month billed annually for 5,000 tasks and rise to $39 a month for 30,000. Lifetime licenses run from $499 to $1,499, but they keep their monthly task caps. **What happens when I hit OttoKit’s monthly task limit?** Your workflows stop running until the quota resets the following month, or until you buy a task top-up. This catches people out most often on multi-step workflows, since every completed action counts as a separate task. Uncanny Automator has no task limits on any plan, so recipes never stop for volume reasons. **How does OttoKit compare to Zapier?** Both run in the cloud and meter tasks, so they share the same trade-offs: off-site processing, and costs that rise with volume. OttoKit is cheaper and built with WordPress in mind. Zapier costs more but reaches far more apps. Make sits between them on both counts, and we compare it in our [best Make.com alternative for WordPress](https://automatorplugin.com/best-make-com-alternative-for-wordpress/) guide. **What are the best OttoKit alternatives?** Uncanny Automator is the strongest option if you want automations running natively inside WordPress with no task limits. FlowMattic suits self-hosted power users, AutomatorWP handles light plugin-to-plugin work, and WP Fusion is built for deep CRM syncing. Our [Zapier alternatives for WordPress guide](https://automatorplugin.com/best-zapier-alternatives/) compares them all in detail. **Can you use OttoKit and Uncanny Automator together?** You can, and for some setups it’s a sensible division of labor. Let Automator handle in-site logic with unlimited, instant recipes. Then use OttoKit to relay events out to the long-tail apps it supports that Automator doesn’t. Automator’s outgoing webhooks, free in Lite, make that a five-minute job. ****Does Uncanny Automator have a free version?**** It does. Automator Lite is free on WordPress.org and includes unlimited recipes, 250 app credits for third-party integrations, and starter usage of Uncanny Agent. There’s no task cap, so a recipe built entirely from plugins on your own server can run unlimited times at no cost. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Uncanny Automator --- ### [Uncanny Automator 7.5 and 7.6: FluentCart, FluentBoards, Site Kit by Google, and Free Agent Usage for Lite](https://automatorplugin.com/uncanny-automator-7-5-and-7-6/) **Published:** September 2, 2026 **Author:** Brendan Da Costa **Content:** *Uncanny Automator 7.6 adds FluentCart, FluentBoards, All-in-One WP Migration, and Really Simple Security. 7.5 brought Site Kit and free Agent usage for Lite.* TLDR?Get the highlights 1. 1**FluentCart** joins Automator with order and subscription triggers in Lite, plus license triggers and customer conditions in Pro 2. 2**FluentBoards** brings Kanban-style project management into your recipes: create tasks, assign users, and react when work gets done 3. 3**All-in-One WP Migration** and **Really Simple Security** let you automate backups, restores, and vulnerability scan follow-ups 4. 4**Site Kit by Google** is now an integration, with triggers and actions for activating and deactivating modules 5. 5**Automator Lite users get free starter usage of Uncanny Agent**, and Uncanny Page Builder is live for AI + Automation plans Ready to put your newest plugins on autopilot? [Get Automator Pro →](https://automatorplugin.com/pricing/) Two releases, one post. Uncanny Automator 7.5 landed in early August with [**Uncanny Page Builder**](https://automatorplugin.com/introducing-uncanny-page-builder-ai-page-builder-for-wordpress/), a new Site Kit by Google integration, and a change we’re especially happy about: **free starter usage of Uncanny Agent for everyone on Automator Lite.** Then 7.6 followed a few weeks later with four brand-new plugin integrations. FluentCart and FluentBoards round out our support for the Fluent family. All-in-One WP Migration and Really Simple Security extend the site management work we started in 7.1 and 7.4. As WordPress site owners ourselves, we know the plugins you rely on change over time. Our job is to make sure Automator keeps up. Let’s dig into what’s new. ## New Integration: FluentCart [**FluentCart**](https://automatorplugin.com/integration/fluentcart/) is a modern eCommerce platform for physical products, digital downloads, and subscriptions. If your WordPress business is powered by FluentCart, you can now supercharge it with Automator. In Automator Lite, recipes can fire when: - A user’s order changes to a status - A user’s order for a product is paid - A user’s subscription changes to a status - A user’s subscription to a product is activated - A user’s subscription to a product is cancelled - A user’s subscription to a product is renewed Lite also includes three actions: add a note to an order, cancel a subscription, and set an order to a status. Automator Pro adds triggers for digital retailers selling software and licenses: - A user’s license for a product expires - A user’s license for a product is disabled - A user’s license for a product is renewed - A user’s license for a product is upgraded Pro also brings FluentCart conditions. You can check whether an order contains a product, whether an order’s total meets a threshold, and whether a customer’s purchase count or lifetime value meets a condition. That last one is how you treat your best customers differently without lifting a finger. [**Automate your FluentCart store with Automator Pro >>>**](https://automatorplugin.com/pricing/) ## New Integration: FluentBoards [**FluentBoards**](https://automatorplugin.com/integration/fluentboards/) runs Kanban boards right inside WordPress. Now your boards can run themselves — at least partly. Automator Lite includes eight triggers: - A board is created - A task is created on a board - A task on a board is completed or reopened - A task on a board’s due date is set or changed - A comment is added to a task on a board - A label is added to or removed from a task on a board - A user is assigned to a task on a board - A user is unassigned from a task on a board And six actions: create a board, create a task on a board, add a user to a board, assign a user to a task, add a comment to a task, and update a task’s properties. Pro adds two more triggers: a board’s title or description is updated, and a subtask is added to a task on a board. It also adds two more actions: delete a task, and remove a user from a task. And Pro includes six conditions, so recipes can check a task’s board, stage, status, priority, label, or assignee before acting. Think about what this means for a small team. A client submits a form, and a task appears on your board with the details already filled in. A WooCommerce order needs manual fulfillment, and it lands in the right column, assigned to the right person. A task gets marked complete, and the customer gets an email. No copying and pasting between tabs. ## New Integration: All-in-One WP Migration Backups are the kind of thing you only think about when something goes wrong. With our new [**All-in-One WP Migration**](https://automatorplugin.com/integration/all-in-one-wp-migration/) integration, Automator can help prevent those “uh oh,” moments before they occur. Lite triggers fire when: - A site backup is created - A site backup fails - A backup file is deleted Lite actions let you delete a backup file and set a backup file’s label to a specific value. Pro adds triggers for when a site restore is completed or fails, plus an action to remove the label from a backup file. The obvious recipe: a backup fails, so you get a Slack message, a Telegram message, or a plain old email before you’ve even noticed. The less obvious one: a backup is created, so Automator labels it with the date and a note about what changed. Six months from now, you’ll thank yourself. ## New Integration: Really Simple Security [**Really Simple Security**](https://automatorplugin.com/integration/really-simple-security/) protects your site with SSL, hardening, two-factor authentication, vulnerability detection, and login protection. In 7.6, it gets one trigger in Lite: a vulnerability scan is completed. That single trigger does a lot of work. Pair it with a notification action and you have a standing security report that arrives without anyone remembering to run it. Pro adds a condition that checks whether a user has two-factor authentication enabled. Use it to nudge admins who haven’t turned it on, or to gate access to sensitive content until they do. ## Site Kit by Google (7.5) [**Site Kit**](https://automatorplugin.com/integration/site-kit-by-google/) is Google’s official WordPress plugin. It surfaces Search Console, Analytics, AdSense, and PageSpeed data in one dashboard. Automator 7.5 added Site Kit as an integration in Lite with two triggers (a module is activated, and a module is deactivated) and two matching actions (activate a module, and deactivate a module). Agencies managing many sites will get the most out of this one. Log every module change to Google Sheets for an audit trail, or turn modules on and off as part of a larger site setup recipe. ## Free Starter Usage of Uncanny Agent for Lite This is the change we’re most excited to share. As of Automator 7.5.1, everyone on **Automator Lite gets free starter usage of Uncanny Agent.** No API key. No separate AI subscription. Agent is the AI assistant built into Automator. Ask it a question about your site and it answers with real answers about your actual setup. Ask it to complete a task, like drafting a post or building a recipe, and it gets to work alongside your automations. We also rebuilt the setup wizard in 7.5.1, so new sites get a smoother first five minutes. If you’ve been curious about Agent but never tried it, now’s the time. Update to the latest version of Automator Lite and say hello. When you’re ready for more, every [**AI + Automation plan**](https://automatorplugin.com/pricing/) includes Monthly usage plus Anytime usage for Agent. *Already an Automator Lite user but don’t have Uncanny Agent usage? If you created your Automator Lite account before the 7.5.1 release, you may need to [register your account to claim your Agent usage >>>](https://automatorplugin.com/uncanny-agent-lite-registration/)*. ## Uncanny Page Builder Is Here Automator 7.5 also introduced [**Uncanny Page Builder**](https://automatorplugin.com/how-to-create-landing-page-wordpress-ai/), the AI-first page builder for WordPress. Describe the page you want and Agent designs and builds it in clean, portable HTML and CSS. Page Builder has its own launch post, so we won’t repeat it all here. What’s worth knowing from these releases: 7.5.1, 7.5.1.1, and 7.6 shipped a steady stream of Page Builder improvements. Saving, undo and redo, and canvas refreshes are more reliable. Reusable sections keep their styling. Working across multiple browser tabs behaves. Your last published page content is also preserved if Automator is ever deactivated or deleted. Page Builder is included in every AI + Automation plan at no additional cost. ## Also in 7.5 and 7.6 A few more items worth knowing about: - **Gravity Forms** submission triggers now include consolidated checkbox field tokens, and the Form title and ID tokens have been fixed - **Recipe Builder** fixes for sentence pills showing outdated values and for recipes with custom-value actions failing to load or save - **App integrations** no longer reset webhook keys when you save integration settings - **HubSpot** Create/Update a contact now handles enumeration fields whose token values match option labels - Fixes for **Discord** connection status and **Facebook** account avatars in settings ## What You Can Build with 7.5 and 7.6 The fun starts when these pieces combine: - **Subscription rescue**: a FluentCart subscription is cancelled → add a note to the order → tag the customer in FluentCRM → send a win-back email a week later - **Fulfillment board**: a FluentCart order is paid → create a task on a FluentBoards board with the order details → assign it to your fulfillment lead → when the task is completed, set the order to a status and email the customer - **Backup watchdog**: a site backup fails → post to Slack → create a FluentBoards task to investigate → when a restore is completed, close the loop with a notification - **Security digest**: a Really Simple Security vulnerability scan is completed → add a row to Google Sheets → email the site owner a summary - **License lifecycle**: a FluentCart license expires → send a renewal reminder → if the license is renewed, update the customer’s tag and log it That’s just a quick sampling of what’s now possible inside of WordPress. ## Available Now Uncanny Automator 7.6 is available now. Update from your WordPress dashboard under Plugins, or grab the latest Pro version from your Automator account. As always, we recommend updating Lite and Pro together. Still on Automator Lite? The license triggers, customer conditions, restore triggers, and two-factor check above are waiting in Pro, along with generous Agent usage and Uncanny Page Builder. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing/) For the complete list of changes, see the changelogs for [Uncanny Automator](https://automatorplugin.com/plugin-changelog/uncanny-automator/) and [Uncanny Automator Pro](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). What will you do with more time? ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News --- ### [8 Best Zapier Alternatives Compared (2026)](https://automatorplugin.com/best-zapier-alternatives/) **Published:** July 22, 2026 **Author:** Brendan Da Costa **Content:** *Looking for the best Zapier alternatives? We compare 8 top automation tools on pricing, integrations and AI to help you find the right Zapier replacement.* TLDR? Get the highlights ▾ 1**The verdict up front:** **Uncanny Automator** is the best Zapier alternative for WordPress sites—253+ integrations, a personal AI assistant, unlimited, no-cost-added automations, and a free version 2**FlowMattic** and **AutomatorWP** are solid WordPress-native alternatives, while **WP Fusion** is the specialist pick for deep CRM sync 3**OttoKit**, **Make**, **n8n** and **Pabbly Connect** are the top cloud-based Zapier alternatives: big app libraries with friendlier pricing than Zapier’s per-task model 4The biggest decision isn’t features—it’s architecture: automation that runs *inside* WordPress vs. a cloud service bolted onto it Skip the per-task fees and see the difference for yourself. [Download Uncanny Automator Lite for free →](https://wordpress.org/plugins/uncanny-automator/) It’s 9 p.m. and you’re still copy-pasting form entries into your email list—again. At some point, you’ll need to update the spreadsheet too. Then there are the tags you can’t remember if you’ve applied correctly, and the invoices that are out of sync with your orders. It will be midnight before you can finally step away from your computer. If any of that sounds familiar, you don’t need more hours in the day. **You need automation.** For years, the default answer was Zapier. But between per-task pricing that punishes growth and shallow WordPress support, more and more site owners are searching for Zapier alternatives—and finding a confusing pile of results: some are actual WordPress plugins, some are cloud services that connect to WordPress, and one is really just a CRM-syncing tool, not a full automation platform. And now they’re all advertising “AI automation” and “agentic automation,” but it’s hard to tell what’s hype and what’s helpful. All of that makes trying to compare automation tools feature-by-feature nearly impossible. That’s why I put together this list of the best Zapier alternatives with clear guidance on which tool actually fits *your* situation—not just which one has the longest feature list. That said, before we go any further, I should be upfront: we make **[Uncanny Automator](https://www.automatorplugin.com/pricing)**, so yes, we have a horse in this race. I’ve still done my best to be fair. Where another tool is the better pick for your situation, I’ll say so. By the end of this post, you’ll know exactly which of these eight Zapier alternatives fits the way you work. ## Why Look for a Zapier Alternative? Zapier has earned its spot as the default automation tool. With 9,000+ integrations and name recognition so strong that “just Zapier it” might as well be a verb, it’s usually the first tool people try. So why are so many of us searching for a Zapier alternative? - **Per-task pricing punishes growth.** Every action your workflows perform consumes a task, so your bill climbs right alongside your success. - **WordPress support is shallow.** Zapier offers just a handful of WordPress triggers in total, while WordPress-native plugins expose hundreds of site-specific events. - **Your data leaves your site.** Every workflow routes through Zapier’s servers—a real consideration for privacy-conscious and/or regulated industries. - **The free plan is tight.** 100 tasks per month with 15-minute polling runs out faster than you’d think. None of that makes Zapier a bad tool—it makes it the wrong tool for some jobs. Each of the eight Zapier alternatives below fixes at least one of these complaints, and I’ll be specific about which. ## **How We Picked These Zapier Alternatives** Every automation tool talks about “streamlining” your workflows and giving you hours of labor back. But they often use different terms to refer to the same things—I have to confess, we’re also guilty of this—making comparisons difficult. Zapier talks about “Zaps”. We’re over here cooking up “recipes”. OttoKit will give you unlimited “Workflows”, but a finite number of “tasks”. If that feels like comparing apples and oranges, don’t worry. To compare the automation plugins and SaaS tools on this list, I’ve developed a simple framework for comparing like with like. I’ve examined each tool across the same seven dimensions that actually impact the user’s (your) experience most: 1. What it actually does 2. Where it runs (on your server or someone else’s) 3. Free version (availability and features) 4. Pricing model 5. Integrations 6. AI capabilities 7. **Who it’s best for** None of the automation tools on this list are here for a participation trophy—they’ve all earned their spot. Each one is the right tool for someone. So, whether you end up calling your automated workflows “recipes”, “Zaps”, or just automations, by the end of this post, you’ll find a solution that’s right for you. ## **The Best Zapier Alternatives Compared (at a Glance)** Looking for a quick reference or overview? Here’s how the best Zapier alternatives (and Zapier itself, as the baseline) stack up: Tool Type & Integrations Pricing\* AI Best for Uncanny Automator Plugin 253+ integrations $40/mo Unlimited automations Uncanny Agent (AI assistant), LLM integrations WordPress-native automation + AI OttoKit Cloud-based SaaS 1,500+ integrations $19/mo for 10,000 tasks/mo Tiered automation limits AI agents, MCP server, LLM integrations Agencies wanting a budget cloud hub FlowMattic Plugin 730+ integrations $29/mo Unlimited automations AI agents, MCP server, LLM integrations Self-hosted power users or devs AutomatorWP Plugin 200+ integrations $149/yr Unlimited automations LLM integrations Budget plugin-to-plugin automation WP Fusion Plugin 150+ integrations $427/yr Unlimited synchronizations None Digital marketing and deep CRM sync Make Cloud-based SaaS 3,000+ integrations $16/mo for 10,000 credits (actions) Tiered automation limits Agents (extensive library), MCP server, LLM integrations Light non-WordPress SaaS stacks n8n Cloud or self-hosted 500+ integrations From 20€/mo for 2,500 executions Free self-hosted Community Edition Multi-agent workflows, RAG, MCP support, AI Assistant Technical users who want self-hosted control Pabbly Connect Cloud-based SaaS 2,000+ integrations Free plan: 100 tasks/mo; internal steps free on all plans Limited-time lifetime deals from $349 AI Assistant, MCP servers Multi-step workflows on a budget Zapier Cloud-based SaaS 9,000+ integrations $19.99/mo Per-automation (task) billing Copilot, Agents, MCP server, LLM integrations Heavy non-WordPress SaaS stacks *\*All prices are listed in USD as of July 17, 2026 and reflect the stated “most popular” plans without additional addons. Lower and higher tier plans are also available.* n8n publishes its prices in EUR. Uncanny Automator Type & Integrations Plugin, 253+ integrations Pricing\* $40/mo, unlimited automations AI Uncanny Agent (AI assistant), LLM integrations Best for WordPress-native automation + AI OttoKit Type & Integrations Cloud-based SaaS, 1,500+ integrations Pricing\* $19/mo for 10,000 tasks/mo, tiered automation limits AI AI agents, MCP server, LLM integrations Best for Agencies wanting a budget cloud hub FlowMattic Type & Integrations Plugin, 730+ integrations Pricing\* $29/mo, unlimited automations AI AI agents, MCP server, LLM integrations Best for Self-hosted power users or devs AutomatorWP Type & Integrations Plugin, 200+ integrations Pricing\* $149/yr, unlimited automations AI LLM integrations Best for Budget plugin-to-plugin automation WP Fusion Type & Integrations Plugin, 150+ integrations Pricing\* $427/yr, unlimited synchronizations AI None Best for Digital marketing and deep CRM sync Make Type & Integrations Cloud-based SaaS, 3,000+ integrations Pricing\* $16/mo for 10,000 credits (actions), tiered automation limits AI Agents (extensive library), MCP server, LLM integrations Best for Light non-WordPress SaaS stacks n8n Type & Integrations Cloud or self-hosted, 500+ integrations Pricing\* From 20€/mo for 2,500 executions; free self-hosted Community Edition AI Multi-agent workflows, RAG, MCP support, AI Assistant Best for Technical users who want self-hosted control Pabbly Connect Type & Integrations Cloud-based SaaS, 2,000+ integrations Pricing\* Free plan: 100 tasks/mo; internal steps free on all plans; limited-time lifetime deals from $349 AI AI Assistant, MCP servers Best for Multi-step workflows on a budget Zapier Type & Integrations Cloud-based SaaS, 9,000+ integrations Pricing\* $19.99/mo, per-automation (task) billing AI Copilot, Agents, MCP server, LLM integrations Best for Heavy non-WordPress SaaS stacks *\*All prices are listed in USD as of July 17, 2026 and reflect the stated “most popular” plans without additional addons. Lower and higher tier plans are also available.* n8n publishes its prices in EUR. **If you’d rather get some first-hand experience,** [**install and activate Automator Lite >>>**](https://wordpress.org/plugins/uncanny-automator/) (*It’s free forever, with complimentary app credits for limited access to app integrations.*) If you’re looking for a deeper dive before you click that “Install” button, the rest of this article has the details you need to make an informed decision. ## **WordPress Automation Plugins vs Cloud Automation Tools: What’s the Difference?** The easiest way to get started is understanding the difference between WordPress-native solutions and their cloud alternatives. - **WordPress-native automation** runs on your own server (via your web host), powered by a plugin installed on your WordPress site. That means that WordPress automation plugins have easier access to your full site—users, purchases, course completions, form submissions, membership changes, etc. It also means your data stays on your site, no third-party handling. - **Cloud automation platforms** work differently. Your workflows are executed on their servers. Your site’s data travels to their cloud, gets processed there and the results come back. For the non-developers in the audience (that includes me), this might seem like a distinction without a difference, but it matters in a few key ways. Don’t worry, I’m not going to start throwing around terms like “REST API” or “OAuth”. Here’s how WordPress-native versus cloud-based SaaS automation tools actually impact you: - **Pricing:** Cloud-based automation tools like Zapier, Make, and OttoKit have no choice but to “meter” your workflows because each one costs them money. That’s why they charge per-task. WordPress-native solutions, on the other hand, can charge flat rates because they let you use more of what you already have (i.e., capacity on your hosted server). - **Privacy and data security:** While cloud-based automation tools do their best to secure your data and protect your and your customers’ privacy, there’s no getting around the simple reality that your data leaves your site. Every time. For businesses with customers in Europe or California, that has implications for GDPR and CCPA compliance. Neither approach is “wrong”. Cloud platforms provide extensibility beyond WordPress that no WordPress plugin ever could. But if your workflows revolve around your WordPress site, native plugins are deeper, faster and almost always cheaper. With that sorted, here’s the lineup. ## **1. Uncanny Automator: Best Overall WordPress Automation Plugin** [**Uncanny Automator**](https://automatorplugin.com/) is the #1 automation tool for WordPress sites. And, with the introduction of Uncanny Agent, the #1 AI plugin for WordPress as well. [![](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif "automator-homepage-tagline")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif) Using combinations of triggers and actions, Automator lets you create *recipes* that connect your tech stack to execute your workflows and repetitive tasks. From reporting and sales funnels to content creation and user management, Automator is the tool that lets you steer your business hands-free. No code, no flowchart degree required. Here’s what sets Automator apart from the other tools on this list: - [**Uncanny Agent**](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/)**:** Automator’s AI assistant for your WordPress site. Unlike other AI agents, you interface with Uncanny Agent directly in your WordPress dashboard. And, because Agent is built alongside WordPress’ most powerful and extensive automation engine, you can actually execute workflows simply by asking. *“Write a blog post about WordPress automation, generate the featured image in my style, and then message the draft URL to Brendan in Slack.”* Done. [![Uncanny Agent WordPress automation tool generating a blog post titled 'WordPress Automation: A Practical Guide to Saving Time with Workflows' with a matching featured image, shown beside the published post in the browser.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-wordpress-automation-tool-blog-post-1024x821.webp "uncanny-agent-wordpress-automation-tool-blog-post")](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-wordpress-automation-tool-blog-post-scaled.webp) - **Addons:** Automator is the only automation tool for WordPress with (free) addons that are usually separate plugins. - There’s the [**Restrict Content Addon**](https://automatorplugin.com/restrict-content-addon) that lets you gate content by access levels you define. - The [**User Lists Addon**](https://automatorplugin.com/user-lists-addon) gives you metadata-level segmentation within WordPress. - The [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon) lets you set that metadata without rooting around in scary places like phpmyadmin. These addons (and a few more) are already included in Automator’s most popular plans—a solid start-up kit for any WordPress business. Neither Uncanny Agent nor the addons are separate products. Uncanny Agent is included in plans for as little as $25/month—that’s the same price as a ChatGPT Plus subscription for an AI that already knows your site and business and can work within them. Of the automation tools on this list that have fixed-cost pricing, Automator is the most powerful. We did, after all, make this plugin for you to break limits, not get constrained by them. ### Uncanny Automator Pricing - **Lite:** $0/month (unlimited recipes) - **Basic:** $25/month (unlimited recipes + unlimited app credits + Uncanny Agent) - **Plus:** $40/month (everything in Basic + 10 site license + addons) - **Elite:** $60/month (everything in Plus + 50 site license + Elite addons) *All prices are listed in USD as of July 17, 2026 and reflect monthly pricing for annual subscriptions of an AI + Automation plan. Legacy Automator plans (without access to Uncanny Agent) are also available.* [See the latest prices for Uncanny Automator >>>](http://automatorplugin.com/pricing) ### Uncanny Automator Pros - Deepest WordPress coverage of any tool here (for example, 26 LearnDash triggers vs the 6 WordPress triggers Zapier offers *in total*) - Uncanny Agent, a site-aware AI assistant, included with every Pro plan - Flat pricing with unlimited recipes and runs; no “success tax” when your site gets busy - Your data stays on your server instead of round-tripping through a third-party cloud - Easy webhook extension to expand integrations from **253+** to the world wide web. ### Uncanny Automator Cons - Like any plugin, very high-volume automation depends on decent hosting - The deepest features (custom code actions, Loops, advanced conditions) require a Pro license ### Who is Uncanny Automator best for? **Uncanny Automator** is best for anyone whose workflows center on their WordPress site (course creators, membership site owners, WooCommerce stores, content publishers). [**Download Automator Lite free and build your first recipe in minutes >>>**](https://wordpress.org/plugins/uncanny-automator/) ## **2. OttoKit: Best Budget Cloud Hub for Agencies** [OttoKit](https://ottokit.com/) comes from Brainstorm Force—the team behind Astra—and gets recommended in WordPress circles so often you’d be forgiven for thinking it’s a WordPress plugin. Here’s the twist: it isn’t. [![OttoKit setup screen for authorizing a WordPress site connection.](https://automatorplugin.com/wp-content/uploads/2026/06/ottokit-connect-account-to-site-1024x920.webp "ottokit-connect-account-to-site")](https://automatorplugin.com/wp-content/uploads/2026/06/ottokit-homepage.webp) OttoKit is a cloud automation platform. Your workflows run on OttoKit’s servers, and a free connector plugin links your WordPress site to their cloud. You build automations across 1,500+ apps, and because everything runs off-site, pricing is metered by “tasks”—each action a workflow performs counts against a monthly allowance. That’s not a flaw, just a fact that shapes everything about how it fits your stack and your budget. What OttoKit does well, it does cheaply. It also leans hard into AI, with goal-driven AI agents on paid plans and an MCP server (free while in beta) that connects your apps to assistants like Claude and ChatGPT. [![AI chat modal in OttoKit for creating workflows from plain text, showing a user typing, "Create new WordPress users from Gravity Forms submissions" before the AI build the workflow.](https://automatorplugin.com/wp-content/uploads/2026/06/ottokit-generate-workflow-with-ai.gif "ottokit-generate-workflow-with-ai")](https://automatorplugin.com/wp-content/uploads/2026/06/ottokit-generate-workflow-with-ai.gif) The catch is that “cloud” cuts both ways. Your site’s data takes a round trip through OttoKit’s infrastructure, and the moment your automations get busy, the task meter starts working against you. For an agency running lean automations across dozens of client sites, though, the math can be hard to beat. ### OttoKit Pricing - **Free:** $0/month (250 tasks/month) - **Pro:** $9/month (5,000 tasks/month, 5 WordPress connections) - **Business:** $19/month (10,000 tasks/month, unlimited WordPress connections) - **Business Plus:** $39/month (30,000 tasks/month) *All prices are listed in USD as of July 17, 2026 and reflect monthly pricing.* [See the latest prices for OttoKit >>>](https://ottokit.com/pricing/) ### OttoKit Pros - Very low entry price for a cloud platform - Large app library—OttoKit claims 1,500+ integrations - AI agents, human-in-the-loop approvals, and a free-in-beta MCP server - Workspaces and unlimited WordPress connections on Business plans and up suit agencies ### OttoKit Cons - Cloud architecture: workflows and data live on OttoKit’s servers, not your site - Task metering—automation stops counting in your favor the moment you get busy - AI agents are excluded from the free plan, and human-in-the-loop approval needs Business or higher ### Who is OttoKit best for? **OttoKit** is best for agencies and freelancers who want one inexpensive cloud hub wired into many client WordPress sites, and who are comfortable with workflows running off-site. ## **3. FlowMattic: Best for Self-Hosted Power Users** [FlowMattic](https://flowmattic.com/) is the tinkerer’s pick: a fully self-hosted automation plugin where everything—workflows, data, execution logs—lives on your own server. [![](https://automatorplugin.com/wp-content/uploads/2026/06/flowmattic-homepage-1024x870.webp "flowmattic-homepage")](https://automatorplugin.com/wp-content/uploads/2026/06/flowmattic-homepage.webp) You build automations on a visual drag-and-drop canvas with 50+ built-in modules such as branching logic, formatters, and even custom actions. The headline promise, however, is unlimited workflows and unlimited executions on every plan—no task meter anywhere. That pricing model does, however, come with some trade-offs. FlowMattic is, arguably, one of the most technically demanding tools on this list. FlowMattic’s AI agents are flexible, but you’ll need an existing subscription to an LLM like Claude or Gemini and some familiarity with MCP servers and clients. If you know what those words mean and got a little excited, FlowMattic is probably already on your shortlist. There is also no free version of FlowMattic, but they will give you access to a demo site for about 14 days. [![FlowMattic's MCP Server settings in WordPress, displaying the server URL used to connect any compatible MCP client.](https://automatorplugin.com/wp-content/uploads/2026/06/flowmattic-mcp-server-1024x589.webp "flowmattic-mcp-server")](https://automatorplugin.com/wp-content/uploads/2026/06/flowmattic-mcp-server.webp) ### FlowMattic Pricing - **Personal:** $129/year (1 site) - **Developer:** $189/year (5 sites) - **Business:** $349/year (25 sites) - **Ultimate:** $449/year (100 sites) *All prices are listed in USD as of July 17, 2026. FlowMattic has no free tier (a demo site is available instead), and lifetime plans are also offered—check their site for current figures.* [See the latest prices for FlowMattic >>>](https://flowmattic.com/pricing/) ### FlowMattic Pros - Unlimited executions on every plan; total data ownership on your own server - MCP server and client, plus AI agents with 10 bring-your-own-API-key providers - Custom PHP functions for genuinely bespoke automations - Per-site cost drops sharply at scale ### FlowMattic Cons - No free version to try on your own site - Some technical expertise required ### Who is FlowMattic best for? **FlowMattic** is best for developers and technically confident site owners who want self-hosted automation with no usage limits and minimal support. ## **4. AutomatorWP: Best Lightweight Plugin-to-Plugin Automation** [AutomatorWP](https://automatorwp.com/) is the closest philosophical cousin to Uncanny Automator on this list: a free, WordPress-native, no-code builder that connects your plugins using triggers and actions. [![](https://automatorplugin.com/wp-content/uploads/2026/06/automatorwp-homepage-1024x511.webp "automatorwp-homepage")](https://automatorplugin.com/wp-content/uploads/2026/06/automatorwp-homepage.webp) AutomatorWP comes from the team behind GamiPress, and that DNA shows. If your site runs points, badges, levels, or community features, AutomatorWP speaks that language fluently. The free base plugin is genuinely usable, with multi-trigger, multi-action automations included. It claims 200+ integrations, with some packaged as separate add-ons you install as needed. There is a catch, however. AutomatorWP’s user-interface (UI) is the least polished on this list—and that has some practical implications beyond, “It doesn’t look nice.” If you’re new to WordPress or to building workflow automations, AutomatorWP’s UI doesn’t do much to help you get started and it’s easy to misconfigure automations. [![AutomatorWP anonymous automation matching users by email from a Gravity Forms submission before creating a WordPress user.](https://automatorplugin.com/wp-content/uploads/2026/06/automatorwp-automation-ui-1021x1024.webp "automatorwp-automation-ui")](https://automatorplugin.com/wp-content/uploads/2026/06/automatorwp-automation-ui.webp) Additionally, most of the genuinely powerful triggers and actions sit behind the premium tier, especially if you are trying to automate your WooCommerce store. AI support exists but is thin—a handful of “generate text” and “generate image” actions for OpenAI, Claude, Gemini, and Mistral, with no AI assistant and no autonomous agents. ### AutomatorWP Pricing - **Free:** $0 (base plugin, unlimited sites) - **Personal:** $149/year (2 sites) - **Professional:** $249/year (10 sites) - **All Access:** $499/year (unlimited sites) *All prices are listed in USD as of July 17, 2026. Pricing reflects 1-year access passes; multi-year passes are also available at a discount.* [See the latest prices for AutomatorWP >>>](https://automatorwp.com/pricing/) ### AutomatorWP Pros - Capable free version with a real automation builder - Strong gamification and community integrations from the GamiPress team - Lower entry price than most paid competitors ### AutomatorWP Cons - Most depth is gated behind the premium add-on - AI is limited to one-shot content actions — no assistant, no agents - The 200+ integration claim outpaces the roughly 146 actually listed across triggers and actions ### Who is AutomatorWP best for? **AutomatorWP** is best for budget-conscious site owners wiring WordPress plugins together for lightweight automations—especially gamification, community, and membership sites. ## **5. WP Fusion: Best for Deep CRM Sync** Let me be upfront about why [WP Fusion](https://wpfusion.com/) is on a list of automation tools when it isn’t really an automation builder: people searching for WordPress automation find it constantly, and for one specific job it’s tough to beat. [![](https://automatorplugin.com/wp-content/uploads/2026/06/wpfusion-homepage-1024x790.webp "wpfusion-homepage")](https://automatorplugin.com/wp-content/uploads/2026/06/wpfusion-homepage.webp) If all you want to do is connect WordPress to your CRM—deeply, bidirectionally, and across more than 60 platforms—WP Fusion has what you’re looking for. WP Fusion syncs your WordPress users with CRM contact records, applies CRM tags based on what people do on your site (purchases, course progress, logins), and—its signature trick—controls access to content based on those tags. The actual marketing automation (emails, sequences, scoring) still happens in your CRM; WP Fusion is just the glue. But it is excellent glue. What WP Fusion isn’t, however, is an all-purpose automation tool. There are no AI features, and without a CRM attached it doesn’t do much of anything. Moreover, WP Fusion comes in on the higher end of single-site licenses. So if you need automation beyond marketing, WP Fusion will start to feel thin and costly very quickly. ### WP Fusion Pricing - **Lite:** $0 (core CRM sync, on WordPress.org) - **Personal:** $297/year (1 site) - **Plus:** $427/year (1 site + all 6 Pro addons) - **Professional:** $647/year (unlimited sites) - **Lifetime:** $999 (one-time) *All prices are listed in USD as of July 17, 2026.* [See the latest prices for WP Fusion >>>](https://wpfusion.com/pricing/) ### WP Fusion Pros - The deepest CRM sync available for WordPress, across 60+ platforms - Tag-based content access can replace a membership plugin entirely - Genuinely useful free Lite version ### WP Fusion Cons - Requires an external CRM to be useful at all - No general-purpose automation building and no AI - Highest entry price on this list ### Who is WP Fusion best for? **WP Fusion** is best for digital marketers running membership, course, or ecommerce sites on a serious CRM. Think of it as a *complement* to an automation tool rather than a replacement for one—plenty of sites run WP Fusion alongside Automator, each doing what it does best. ## **6. Make: Best Visual Builder for Complex Cloud Workflows** [Make](https://www.make.com/) is the visual thinker’s cloud platform. Where Zapier hands you a list of steps, Make hands you a canvas. [![](https://automatorplugin.com/wp-content/uploads/2026/06/make-homepage-1024x623.webp "make-homepage")](https://automatorplugin.com/wp-content/uploads/2026/06/make-homepage.webp) Make calls its automated workflows “scenarios” (triggers and actions are “modules”) and stresses the visual nature of its interface. While just about every tool on this list has a user-friendly interface, Make’s is arguably the most polished for visualizing complex automated workflows. For genuinely complex, multi-app logic, Make’s interface is a pleasure. With 3,000+ integrations, Make doesn’t quite come close to Zapier’s 9,000+ but it still covers more than what even the broadest stacks will require. Its WordPress integration is notably deeper than Zapier’s, with around 39 modules covering posts, users, media, and taxonomies. Along with Automator and Zapier, Make’s AI capabilities are at the top of this list. While Make’s AI agents lack the access to WordPress that Uncanny Agent offers and the variety of AI features that Zapier offers, access to Make’s agentic AI features is included in the free plan. That said, they will require a subscription to your preferred LLM, whereas Uncanny Agent truly consolidates AI and automation. All of the Make’s sleek visuals and generous free plan, however, come at a cost. Make bills per credit, and one credit equals one module operation. So, a scenario that touches six apps burns six credits every single run. Multi-step scenarios are exactly what Make is best at, which means the meter runs hardest precisely when you’re using the product as intended. ### Make Pricing - **Free:** $0/month (1,000 credits/month, 2 active scenarios) - **Core:** $9/month (10,000 credits/month) - **Pro:** $16/month (10,000 credits/month) - **Teams:** $29/month - **Enterprise:** *Custom pricing* *All prices are listed in USD as of July 17, 2026 and reflect annual billing and 10,000 credits/month.* [See the latest prices for Make >>>](https://www.make.com/en/pricing) ### Make Pros - Cheapest paid entry among the cloud platforms - Visual canvas handles complex branching workflows beautifully - Deeper WordPress module set than Zapier ### Make Cons - Credit-per-operation pricing makes complex workflows expensive at volume - Still REST-API-level WordPress access — no plugin-event depth - Cloud architecture: your data is processed on Make’s infrastructure ### Who is Make best for? **Make** is best for visual builders who want sophisticated multi-app cloud workflows on a budget and don’t need deep WordPress plugin events. ## 7. n8n: Best for Technical Users Who Want Full Control [n8n](https://n8n.io/) is the developer crowd’s favorite Zapier alternative—a workflow automation platform you can run in n8n’s cloud or host yourself. Every plan includes unlimited workflows (creations) and every integration; you’re only metered on storage and workflow executions. The visual canvas handles multi-step branching, custom code nodes and some of the deepest AI workflow tooling in this roundup—multi-agent setups, RAG systems, and MCP support included. [![n8n workflow editor with a form submission trigger routing through an If node to a Google Translate action.](https://automatorplugin.com/wp-content/uploads/2026/07/n8n-workflow-editor-1024x532.webp "n8n-workflow-editor")](https://automatorplugin.com/wp-content/uploads/2026/07/n8n-workflow-editor.webp) The trade-off is technical comfort: **n8n is far friendlier to people who think in APIs and JSON** than to no-coders. And like Zapier, it has no WordPress-native depth—it sees your site from the outside. ### n8n Pricing - **Trial:** 14-day free trial with access to all features - **Starter**: 20€/mo (billed annually) for 2,500 workflow executions - **Pro**: 50€/mo (billed annually) for 10,000 workflow executions - **Business**: 667€/mo (billed annually) for 40,000 executions, self-hosted n8n publishes its prices in EUR (current as of July 17, 2026). An execution is a single run of an entire workflow, no matter how many steps it contains—a notable contrast with Zapier’s per-task metering. [See the latest prices for n8n >>>](https://n8n.io/pricing/) ### n8n Pros - Execution-based pricing: a 50-step workflow costs the same as a 2-step one - Free, self-hostable Community Edition with no execution limits - The deepest AI tooling of the cloud options: multi-agent workflows, RAG and MCP support - Unlimited workflows and every integration on every plan ### n8n Cons - The steepest learning curve on this list—built for technical users - Roughly 500 pre-built integrations (plus custom API connections)—a fraction of Zapier’s directory - Fair-code license rather than classic open source, if that distinction matters to you - No WordPress-native triggers or actions ### Who is n8n best for? n8n is best for developers and technical teams who want Zapier-level flexibility without Zapier-level bills—and who’d rather self-host than hand another cloud their data. If you run a WordPress site and have never touched an API, you’ll be happier with Uncanny Automator or another native plugin from this list as your Zapier alternative. ## 8. Pabbly Connect: Best Value-per-Task Cloud Automation [Pabbly Connect](https://www.pabbly.com/connect/) is the value pick among cloud Zapier alternatives. It’s a conventional cloud workflow builder—triggers, actions, routers, filters, 2,000+ integrations—but with the most generous task metering in this roundup amongst cloud-based solutions. Triggers and internal steps (filters, formatters, routers and the like) don’t count against your quota. Only actions that touch an external app consume tasks. That’s a bigger deal than it sounds. On Zapier, a five-step workflow burns through your allowance five times faster than a simple one. On Pabbly, that same workflow might consume just one or two tasks per run, so complex automations stay cheap. [![Pabbly Connect homepage graphic showing three setup steps: create a workflow, select apps to integrate, and enable it.](https://automatorplugin.com/wp-content/uploads/2026/07/pabbly-connect-homepage-1024x585.webp "pabbly-connect-homepage")](https://automatorplugin.com/wp-content/uploads/2026/07/pabbly-connect-homepage.webp) Day to day, Pabbly Connect feels a lot like Zapier: a no-code, linear builder where you pick a trigger, stack actions beneath it, and flip the workflow on—no visual canvas to learn. The everyday tools are all built in (routers, filters, delays, schedulers, iterators and 300+ formatter functions, none of which consume tasks), and there are some surprisingly grown-up touches for the price: JavaScript and Python code steps, human-in-the-loop approval checkpoints, and automatic re-execution of failed steps. Pabbly also publishes thousands of step-by-step video tutorials, so even obscure app combinations usually have a walkthrough to follow. ### Pabbly Connect Pricing - **Free**: 100 tasks/mo - **Paid subscription plans**: tiered by monthly task volume, with unlimited workflows and all premium apps included - **Lifetime deals (limited-time promo)**: at the time of writing, Pabbly is running one-time-payment plans from $349 for 3,000 tasks/mo (2-step workflows only) up to $1,298 for 20,000 tasks/mo [![Pabbly Connect pricing meter, scaling from 10,000 tasks/month to 300,000 tasks/month, presenting Pabbly Connect as an affordable cloud automation Zapier alternative. ](https://automatorplugin.com/wp-content/uploads/2026/07/pabbly-connect-pricing.gif "pabbly-connect-pricing")](https://automatorplugin.com/wp-content/uploads/2026/07/pabbly-connect-pricing.gif) For the lifetime plans, know that you won’t be able to upgrade. The lifetime plan locks you into a specific tier, so if you plan on growing, you may want to make the initial investment upfront. [See the latest prices for Pabbly Connect >>>](https://www.pabbly.com/connect/) ### Pabbly Connect Pros - Triggers and internal steps are free; only external-app actions count as tasks - 2,000+ integrations with unlimited workflows on paid plans - AI Assistant and MCP server support included - Lifetime deals (when available) can eliminate the subscription entirely ### Pabbly Connect Cons - Lifetime plans can’t be upgraded later, so you have to size your purchase correctly the first time - The cheapest lifetime tier only allows 2-step workflows (one trigger, one action) - Like every cloud tool here, WordPress coverage is shallow next to a native plugin ### Who is Pabbly Connect best for? Pabbly Connect is best for budget-conscious site owners running multi-step workflows, where its free internal steps make every task go further than Zapier’s metering allows. If you catch one of its lifetime deals, the math gets even better. For WordPress-centric workflows, you’ll still want a native plugin that can see inside your site. ## **When Is Zapier Still the Right Choice?** You knew [Zapier](https://zapier.com/) would be here. It’s the biggest name in workflow automation, with a directory of 9,000+ apps that nothing else on this list comes close to matching. [![](https://automatorplugin.com/wp-content/uploads/2026/06/zapier-homepage-1024x520.webp "zapier-homepage")](https://automatorplugin.com/wp-content/uploads/2026/06/zapier-homepage.webp) Zapier is a cloud platform that connects apps using “Zaps” (its name for automated workflows). You build a Zap by pairing a trigger in one app with one or more actions in others, and Zapier runs it on their servers. If your workflow is “Salesforce → Slack → HubSpot → Notion” with WordPress nowhere in the picture, Zapier is the best tool. Full stop. The picture changes when WordPress *is* the picture—or, frankly, even *in* the picture. Zapier’s WordPress integration doesn’t surface your data as easily as a WordPress-native solution. Further, Zapier (and most other cloud-based solutions) “poll” for new data at different intervals. That means, it’s not responding to site and plugin activity in real-time—it’s checking back in at regular intervals to see what’s new. That might not sound like a big deal, but when you start actually building automated workflows, you will need to factor in the polling intervals. ### Zapier Pricing - **Free:** $0/month (100 tasks/month, two-step Zaps only) - **Professional:** from $19.99/month - **Team:** from $69/month (25 users) - **Enterprise:** custom pricing *All prices are listed in USD as of July 17, 2026 and reflect annual billing. Task overages are billed at 1.25x the base task rate, and AI Agents and Chatbots are paid add-ons.* [See the latest prices for Zapier >>>](https://zapier.com/pricing) ### Zapier Pros - Unmatched app breadth—9,000+ integrations - Polished, intuitive, and sleek interface ### Zapier Cons - Per-task pricing punishes growth, and 100 free tasks evaporate fast - Shallow WordPress coverage with 15-minute polling on the free plan - AI Agents and Chatbots cost extra on top of your plan - Your site’s data routes through Zapier’s cloud ### Who is Zapier best for? **Zapier** is best for teams whose automations span a wide SaaS stack where WordPress is a minor player, or anyone who needs that one obscure app only Zapier connects. *Not sure if Uncanny Automator or Zapier is the right choice? Check out our [Uncanny Automator vs Zapier head-to-head comparison >>>](https://automatorplugin.com/uncanny-automator-vs-zapier/)* ## **Which Zapier Alternative Should You Trust to Handle Your Workflow Automations?** If you’ve read this far, you’ve probably noticed the pattern: the right tool depends almost entirely on where your work happens. - Choose **Uncanny Automator** if your workflows center on your WordPress site—courses, memberships, WooCommerce, forms, content—for the deepest integrations, stable pricing, and the most capable AI assistant on the market. - Choose **Zapier** or **Make** if your workflows mostly connect non-WordPress SaaS apps and you want easy visualization of complex workflows and can control workflows to keep costs stable. - Choose **WP Fusion** if your core (or sole) need is CRM data sync, but be prepared to get another tool on this list for the rest of your non-marketing busywork. - Choose **FlowMattic** if you’re a developer who wants everything self-hosted with no usage limits. - Choose **AutomatorWP** if you’re on a particularly tight budget and really only need plugin-to-plugin integrations. - Choose **OttoKit** if you’re an agency wanting one cloud hub across many client sites. - Choose **n8n** if you want Zapier-style breadth with self-hosted control and you’re comfortable getting technical. - Choose **Pabbly Connect** if you want the lowest long-term bill—its lifetime plans replace Zapier’s subscription entirely. Keep in mind, this list isn’t always “either/or”. Automator connects to Zapier and Make through native integrations and **webhooks** (a way for apps to send data to each other automatically). Plenty of sites use a native plugin for WordPress depth and a cloud platform for connecting to niche or off-site apps. ## **Conclusion** So now it’s a little past 9 p.m. and you’re sick and tired of copy-pasting and dreading tomorrow’s to-do list. But now, you have a list of eight Zapier alternatives that can make that to-do list disappear. You just need to select the one that’s right for your site. For most WordPress site owners, the answer is straightforward: automation that lives inside WordPress sees more, costs less at scale, and keeps your data where you know it’s safe. On each of those fronts (and others), **Uncanny Automator** outshines its WordPress-native competitors. Of course, I’m biased. But the free version means you don’t have to take my word for it. [**Install Uncanny Automator Lite for free and see for yourself >>>**](https://wordpress.org/plugins/uncanny-automator/) Or, if you want to be in bed by 10 p.m., [compare plans on our pricing page and get Automator Pro](https://automatorplugin.com/pricing/). What would you do with more time? ## **Frequently Asked Questions** **What is the best free WordPress automation plugin?** Uncanny Automator Lite is the strongest free option for WordPress-native automation: unlimited recipes (automations), hundreds of free triggers and actions, and 250 app credits for third-party integrations. By comparison, cloud free tiers are metered—Zapier’s free plan allows 100 tasks per month with two-step Zaps only, and OttoKit’s allows 250 tasks. AutomatorWP and WP Fusion also offer useful free versions for plugin-to-plugin automation and CRM sync, respectively. ****What’s the difference between a WordPress automation plugin and tools like Zapier, Make or Integrately?**** In a word: architecture. A WordPress automation plugin runs on your own server, sees deep site events (course completions, membership changes, order details) and doesn’t meter your usage. Cloud tools like Zapier, Make and Integrately run workflows on their own servers, connect to WordPress through a connector or the REST API, and charge per task or operation. They’re also not mutually exclusive—many sites pair a native plugin with a cloud platform via webhooks. Our [ Automator vs Zapier comparison](https://automatorplugin.com/uncanny-automator-vs-zapier/) covers this in depth. **What are the benefits of using automation plugins for WordPress?** The big four: time savings (repetitive tasks run themselves), fewer errors (no missed welcome emails or forgotten enrollments), better customer experience (instant responses instead of “when I get to it”) and more site capabilities (automation tools are the engines behind high-converting eCommerce workflows like introductory discount popups, cart abandonment recovery, and more). **What is the best free Zapier alternative?** For WordPress sites, Uncanny Automator Lite is the strongest free option: unlimited recipes (automations) and hundreds of free triggers and actions, all running inside your site. If you’re technical, n8n’s self-hosted Community Edition is free with no execution limits. Pabbly Connect’s free plan includes 100 tasks per month. **What is the cheapest Zapier alternative?** It depends on your time horizon. Pabbly Connect’s lifetime deals (from $349 one-time) eliminate recurring fees entirely, and AutomatorWP is the cheapest annual plugin at $149/yr. For WordPress-heavy workflows, Uncanny Automator’s flat pricing usually works out cheapest at scale because it never charges per task. **Is n8n a good Zapier alternative?** Yes—for the right user. n8n offers execution-based pricing, some self-hosting options, and deep AI workflow tooling, but it’s built for technical users who are comfortable with APIs. If your automations center on a WordPress site, a native plugin like Uncanny Automator will surface far more site data with far less setup. **Can I use AI to automate my WordPress site?** Yes, and 2026 is the year this got real. Most tools on this list now offer some AI: workflow-step agents (OttoKit, FlowMattic, Make), AI content actions (AutomatorWP) or AI builders (Zapier’s Copilot). Uncanny Automator takes all of that and more and bundles it into Uncanny Agent, an AI assistant built into your WordPress dashboard. You can use Uncanny Agent to vibe code automations, execute tasks, surface data, and more. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins --- ### [Uncanny Agent vs. ChatGPT: Why an AI WordPress Assistant Wins](https://automatorplugin.com/uncanny-agent-vs-chatgpt-why-an-ai-wordpress-assistant-wins/) **Published:** June 30, 2026 **Author:** Brendan Da Costa **Content:** *Trying to figure out which AI tools are best for WordPress site owners? See why dedicated AI WordPress assistants like Uncanny Agent beat ChatGPT.* **TLDR? Get the highlights:** - ChatGPT and Gemini are brilliant generalists — but they have no live access to your WordPress site, and they advise rather than execute. - Uncanny Agent is an AI assistant built into Uncanny Automator that understands *your* specific site — your content, plugins, users, and data — and completes tasks on your behalf. - We asked a general AI tool and Agent the same WordPress questions, side by side. The difference isn’t intelligence — it’s context and the ability to act. - Agent works alongside your automations: recipes handle the recurring workflows, Agent handles the on-demand requests and questions. - For some users, having a capable AI assistant inside WordPress can even reduce the need for a separate LLM subscription. [**Want to skip ahead and just try it? Get Uncanny Automator Pro and meet your AI assistant for WordPress >>>**](https://www.automatorplugin.com/pricing) You’ve got two tabs open. ChatGPT in one, your WordPress admin in the other. You noticed this morning that a weekend’s worth of newsletter signups never made it into Mailchimp, so you do what most of us do now—you describe the problem to the chatbot: “Why aren’t my WordPress form submissions syncing to Mailchimp?” In an instant, a confident, beautifully written answer comes back. ChatGPT lists seven possible causes. Yet, not one word of it actually applies to your situation. So you go to Gemini which gives you a list of common issues that other people have reported on Reddit subthreads three years ago. Not helpful. Next, you go to Claude… which just asks you for more context. Finally, you throw your hands up and say, “AI is useless.” (I’ve been there.) But the truth is that the AI isn’t useless—it’s just being misapplied. Like using a hammer to screw in a nail. Here’s the problem: none of those LLMs know your site. They don’t know what form plugin you’re using, how you’ve connected it to Mailchimp, or whether a recent update might have created a conflict. In other words, even the most powerful AI in the world is still a stranger to your site. AI platforms like Claude and ChatGPT can reason about WordPress in the abstract and quickly read existing documentation online. But they can’t read your database, see your plugins, or deal with situations that are unique to you—let alone implement a fix if they guess the cause of the problem correctly. To be fair, these LLMs are genuinely excellent and they power most of the AI assistants and agents that businesses have already adopted. But they are generalists, not specialists—consultants, not assistants. That’s where **Uncanny Agent** steps in… like, actually steps into your WordPress dashboard to execute tasks and implement solutions with your entire site serving as the context. Here’s what AI actually looks like in WordPress when done right. ## **General-Purpose LLMs vs. a Dedicated WordPress AI Assistant** “AI for WordPress” has become a marketing term that lumps together a few very different things. ### **General-purpose LLMs (ChatGPT, Gemini, Claude, etc.)** OpenAI’s ChatGPT, Anthropic’s Claude, Google’s Gemini. These are the names in AI that everyone knows. They’re pretty spectacular at open-ended work: writing, generating images, summarizing, explaining, drafting code, etc. If you need a blog outline, a tricky regex, or a plain-English explanation of a theoretical framework for the singularity, they’re great tools to have. But for *running* a WordPress site? They hit two structural limits: - **They advise; they don’t execute.** Every answer is “here’s what you should do,” never “done.” The work still lands on your plate. - **No live access to your site and data.** They only know what you paste into the chat, plus their general training knowledge. They’ve never seen your install. ### **Generic “AI” WordPress plugins** A growing number of WordPress plugins now advertise “AI for WordPress” or “AI agents for WordPress”. If you’ve been searching for terms like that, then you’ve almost certainly come across Elementor’s Angie, Zapier Agents, and terms like “AI integrations” from plugins like AutomatorWP. While most of these tools bring some aspects of AI to some functions of WordPress, they don’t bring the *full* power of AI to your actual workflows. - Elementor’s Angie can build your web designs from text. - Zapier Agents can perform tasks on your behalf, but not with the full context of your WordPress site. - Plugins like AutomatorWP can add text-generation actions to automated workflows for things like scheduling blog post drafts or replying to comments. A lot of that is useful, if a little underwhelming. The promise of AI in WordPress is meant to be more than just SEO title suggestions, quick content generators, and clunky general labor. It’s supposed to be—and now it is. ### **Uncanny Agent: AI for WordPress, Delivered** Naturally, the next question is: “What if you had an AI platform with all of the knowledge of an LLM like ChatGPT and all of the capabilities of a WordPress site manager?” Then you would have **Uncanny Agent:** *Uncanny Agent is an AI assistant built into Uncanny Automator. It understands your WordPress site, answers questions about it, and completes tasks on your behalf—working alongside your automations to help you manage your site more efficiently.* Uncanny Agent delivers on the promise of AI in WordPress. It’s a lot more than a randomized text generator or a souped-up search engine. It’s a full-fledged AI, working with the toolkit of the most powerful automation plugin in WordPress. In the next section, we’ll explore what that means in practice. [*Read our article on Uncanny Agent to learn more about it >>>*](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/) ## **Four Things a Purpose-Built AI Assistant for WordPress Does Differently** Here’s the thing nobody wants to admit in an AI comparison: intelligence isn’t the differentiator. Every modern model is “smart”. The differences that actually decide which AI wins for site management are context, action, partnership with automation, and WordPress-native architecture. ### **1. It understands YOUR specific site** A general LLM knows WordPress the way a textbook knows it—in the abstract. Uncanny Agent knows your install: your content, your settings, your plugins, your users, your data—all accessed securely from your server. You don’t paste in three paragraphs of context before every question, and you don’t get “well, it depends on your setup” non-answers. The context is already there. ### **2. It takes action — it doesn’t just advise** This is the big one. A general LLM hands you a to-do list: “Here are the seven steps to…” On the other hand, Uncanny Agent does the steps. It completes tasks on your behalf—drafting a post, building a recipe, or updating content. The work gets done in the conversation, not on your follow-up time. ### **3. It works alongside your automations** Recipes handle the recurring, systematic workflows—sync a form submission to your CRM, push content to social media on a schedule, fire a reminder before a renewal—and they run automatically, forever, without you. Agent handles the on-demand requests and one-off tasks that don’t justify building a full automation. And when something should be automated, Agent can build the recipe for you. Two capabilities, one platform, one subscription. ### **4. It’s purpose-built for WordPress (and can replace an LLM subscription for some users)** Uncanny Agent lives natively in your admin—no separate logins, no API keys to wire up, no external dashboard to babysit. Because it’s WordPress-native, it understands WordPress-specific concepts that general tools treat as trivia: custom post types, taxonomies, user meta, and the data models of the plugins your site depends on. There’s a cost angle here too. If most of your day-to-day AI use is tied to your site, a capable assistant living inside WordPress can cover that ground without a separate ChatGPT or Gemini subscription—one platform handling both your automations and your AI assistance. ## **AI WordPress Assistant Compared: Same Questions, Different Answers** Theory is fine, but the difference is clearest with a side-by-side comparison. Here are three real WordPress requests, with what a general AI tool returns versus what Uncanny Agent returns. ### **Building automations with AI** If you can provide it with enough context, ChatGPT can walk you through building automations, including Automator recipes, step-by-step. **ChatGPT Prompt:** “How can I build an automation that connects my form submissions from WordPress to Google Sheets or Slack?” [![ChatGPT response recommending Uncanny Automator to connect WordPress form submissions to Google Sheets and Slack, with step-by-step recipe instructions for both integrations including field mapping.](https://automatorplugin.com/wp-content/uploads/2026/06/chatgpt-response-connect-wordpress-forms-google-sheets-slack-853x1024.webp "chatgpt-response-connect-wordpress-forms-google-sheets-slack")](https://automatorplugin.com/wp-content/uploads/2026/06/chatgpt-response-connect-wordpress-forms-google-sheets-slack.webp) Uncanny Agent, on the other hand, already has all of the context that it needs and actually builds the recipe for you. All you need to do is review it (always review AI outputs) and then switch it on. **Uncanny Agent Prompt:** “Build an automation that saves my WPForms contact form entries to Google Sheets and sends a message to ‘Brendan’ in Slack.” ![Uncanny Agent chat panel beside the Automator recipe editor, showing the AI's summary of a recipe it built that saves WPForms Contact Form submissions to Google Sheets and sends a Slack direct message to Brendan, with the matching trigger and actions visible in the editor.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-wpforms-google-sheets-slack-recipe-1024x663.webp "uncanny-agent-wpforms-google-sheets-slack-recipe") ### **Writing WordPress content with AI** Whether it’s blog posts or product descriptions, you can write high-quality, SEO-friendly content with Uncanny Agent from simple prompts. **Agent:** “Write new, SEO-friendly, conversion-focused product descriptions for all of my products.” [![WordPress Automation for Digital Marketers course product page with a detailed and well-written product description.](https://automatorplugin.com/wp-content/uploads/2026/06/wordpress-automation-course-description.gif "wordpress-automation-course-description")](https://automatorplugin.com/wp-content/uploads/2026/06/wordpress-automation-course-description.gif) Agent also drafts the content *directly* in WordPress—no tab switching, no copy and pasting, no pesky formatting. Of course, you can do the same with ChatGPT or another LLM platform. However, with the amount of context you have to provide to get workable content, you may as well write it yourself… [![ChatGPT prompt asking for SEO product descriptions for 11 Automator University products, listing courses, memberships, and merchandise with pricing and copywriting guidelines.](https://automatorplugin.com/wp-content/uploads/2026/06/prompt-for-chatgpt-wordpress-product-descriptions-260x1024.webp "prompt-for-chatgpt-wordpress-product-descriptions")](https://automatorplugin.com/wp-content/uploads/2026/06/prompt-for-chatgpt-wordpress-product-descriptions-scaled.webp) *Want to boost your search results with an AI writing plugin for WordPress?* [*Read our guide on writing content in WordPress with AI using Uncanny Automator >>>*](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) *Alternatively, check out our* [*full guide on AI-powered content automation >>>*](https://automatorplugin.com/complete-guide-to-wordpress-content-automation/) ### **Troubleshoot your site with AI** LLMs like ChatGPT have access to sites like Reddit, YouTube, and WordPress.org to help users troubleshoot site issues. However, if the issue that you’re experiencing is unique to your site, then ChatGPT can’t help you without getting a full picture of your tech stack and site build. **ChatGPT:** “Are there any known plugin conflicts for sites running the latest version of WordPress, Easy Digital Downloads, and Jetpack CRM?” [![A ChatGPT conversation in which the user asks about any known plugin conflicts on the latest version of WordPress for sites running Easy Digital Downloads and Jetpack CRM.](https://automatorplugin.com/wp-content/uploads/2026/06/chatgpt-plugin-conflicts-convo.gif "chatgpt-plugin-conflicts-convo")](https://automatorplugin.com/wp-content/uploads/2026/06/chatgpt-plugin-conflicts-convo.gif) With Uncanny Agent, on the other hand, all you need to do is ask if there are any issues with your plugins or where they might conflict. Better yet, with your permission, Agent can implement solutions to technical problems. [![An Uncanny Agent chat window in which the user asks if any plugin conflicts on their site exist with a detailed, site-specific response.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-plugin-conflict-troubleshoot.gif "uncanny-agent-plugin-conflict-troubleshoot")](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-plugin-conflict-troubleshoot.gif) [**See the difference yourself—try the Uncanny Agent >>>**](https://www.automatorplugin.com/pricing) ## **Conclusion** Remember those two tabs? The real fix isn’t a better chatbot in the second one. It’s closing the gap entirely — bringing the AI *into* your site instead of endlessly describing your site to the AI. So when you compare an AI WordPress assistant to a general chatbot, the verdict comes down to one thing: which one actually knows your site and can act on it. For pure writing and reasoning, keep your favorite general model close — it earns its place. But for managing the site itself, the answer is the assistant built for the job: Uncanny Agent, inside Uncanny Automator. The good news is that finding out costs you nothing. Download Uncanny Automator free, open Agent, and ask it something only your site would know. Then picture the parts of your week you’d get back. [Get Uncanny Automator free and meet Agent >>>](https://wordpress.org/plugins/uncanny-automator/) What will you do with more time? ## **Frequently Asked Questions** **What’s the difference between Uncanny Agent and ChatGPT?** ChatGPT is a general-purpose AI that advises based on what you tell it — it has no live access to your WordPress site. Uncanny Agent is an AI assistant built inside WordPress that understands your specific site and completes tasks on it. ChatGPT tells you how; Agent does it. **Does Agent replace ChatGPT or Gemini?** ChatGPT is a general-purpose AI that advises based on what you tell it—it has no live access to your WordPress site. Uncanny Agent is an AI assistant built inside WordPress that understands your specific site and completes tasks on it. In short, ChatGPT tells you what or how; Agent tells you what or how and then can act on it. **Does Agent replace ChatGPT or Gemini?** Uncanny Agent and ChatGPT are built for different jobs. AI platforms like ChatGPT are more general purpose—work related, personal use, etc. While Uncanny Agent offers the same general purpose use, its connection to your WordPress site means it has the added benefit of working as an AI assistant for WordPress. That said, if most of your AI use is site-related, some people find Agent reduces the need for a separate AI subscription. **Is this the best AI plugin for WordPress?** For the job of managing a WordPress site—understanding your site, your business, and your users, and acting with that information—Uncanny Agent is purpose-built in a way general chatbots and AI workflow steps simply aren’t. If you’re looking to integrate more AI and automation into your WordPress site, Agent is tough to beat. **Do I need to know how to code to use Agent?** Not at all. If you can describe what you want in plain language, Agent can help. There’s no setup required either—no need to navigate API keys, admin menus, etc. Just open up your WordPress admin dashboard and start chatting with Agent to carry out tasks on your site. **Am I still in control of my site?** Yes, Uncanny Agent leaves you in control of your site and your data. Agent was built with security and privacy in mind, so your data and your customers’ data never goes where it shouldn’t. Further, when taking important actions on your site, Agent will ask for permission. Uncanny Agent is AI that gives you more agency, not less. **How is Agent different from the “AI” features in other WordPress plugins?** Most plugins add an AI *step* inside an automated workflow—generate text, classify content, etc.—or a [front-end chatbot](https://helpjet.com/) for visitors. Uncanny Agent, on the other hand, is a conversational assistant that understands your whole site and completes tasks through conversation. It’s a different category of capability that includes building recipes, generating content, and executing tasks. Looking for a deeper comparison? [*Check out our head-to-head comparison of the best automation and AI plugins for WordPress >>>*](https://automatorplugin.com/best-wordpress-automation-plugins-and-tools-compared/) **How do Uncanny Agent and my automations work together?** Uncanny Agent doesn’t change your automations. You can still build recipes the way that you always have and they will work the same way. However, you can also build recipes with Uncanny Agent through plain text. That’s particularly useful for people who are new to Automator and/or who are building more complex recipes. Additionally, Agent can handle the one-off tasks that aren’t worth creating a recipe for, such as creating a new user or updating a product description. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [The Best Make.com Alternative for WordPress: Uncanny Automator (2026)](https://automatorplugin.com/best-make-com-alternative-for-wordpress/) **Published:** August 31, 2026 **Author:** Brendan Da Costa **Content:** *Comparing Make.com alternatives for WordPress? See how Uncanny Automator delivers unlimited, instant automations with no credit limits.* TLDR? Get the highlights▾1**The verdict up front:** if WordPress is the center of your business, **Uncanny Automator** is the ultimate Make alternative — instant automations, unlimited runs, and no credit meter. 2Make bills every automation in **credits** — when they run out, your scenarios stop until you buy more. Automator recipes run **unlimited, forever**. 3Make watches WordPress through seven polling triggers and a connector plugin. Automator fires **instantly, inside WordPress**, across 253+ plugins and apps. 4The Recipe Builder, Uncanny Agent, and Uncanny Page Builder come bundled from **$25/month** (billed annually). 5Switching is a rebuild, not a migration — and Uncanny Agent can do the rebuilding for you. Ready to automate without the meter? [See Uncanny Automator plans and pricing →](https://automatorplugin.com/pricing/) You built your automations in Make’s slick visual canvas. Everything hummed along — right up until the credits ran out mid-month and every scenario just *stopped*. Or maybe you connected your WordPress site and discovered that “instant” isn’t in Make’s WordPress vocabulary: your new orders, form submissions, and sign-ups sat in a queue, waiting politely for the next polling window. Now you’re left with two choices: switch your CMS to work with your automation platform (are you really up for a site migration?), or find an automation plugin that works with your CMS. To be fair, Make is a powerful platform. Its visual builder is one of the best in the business, it connects 3,000+ apps, and plenty of operations teams swear by it. But if WordPress is the center of your business, the ultimate Make alternative isn’t another cloud platform with the same credit meters and polling delays. It’s automation that lives inside WordPress itself. In this guide, I’ll show you exactly where Make falls short for WordPress users, how **Uncanny Automator** fills those gaps, and — honestly — where Make still deserves a place in your stack. ## Why Are People Searching for Make Alternatives? Make didn’t become one of the biggest automation platforms in the world by accident. But the same design choices that make it great for cloud-to-cloud workflows create real friction for WordPress site owners. Two pain points stand out: **the way Make charges for automations**, and **the way it treats WordPress**. Let’s take them in turn. ### Credits, Operations, and the Meter That’s Always Running First, a quick vocabulary lesson. Make calls its automations **scenarios**. Each step in a scenario — a trigger, an action, a search — is a **module**. And every time a module runs, that’s an **operation**. Operations are what you pay for. In January 2026, Make renamed its billing unit from “operations” to **credits** — the currency your subscription buys each month. For most modules the conversion was one-to-one: one operation still uses one credit. But if you use Make’s built-in AI features, credit usage now scales with actual token consumption — meaning AI-heavy scenarios can burn through credits much faster than one per step. Here’s the part that surprises new Make users: an operation isn’t “one automation run.” It’s **one module run, per record of data**. Make’s own help documentation walks through the math: a scenario that pulls in 10 form responses and processes them through three more modules uses 1 operation for the trigger, then 3 modules × 10 records = 30 more. That’s **31 operations for a single run**. And the meter never really stops. Polling triggers consume an operation every time they check for new data — even when there’s nothing new to find. A scenario that checks your site every 15 minutes spends credits around the clock, whether your business is busy or asleep. What happens when the credits run out? Make’s pricing page is direct about it: “Your scenarios won’t continue to run, until credits are added again.” You’ll get warnings at 75% and 90% usage, and then your automations go quiet until you buy a top-up bundle or your month resets. [![Make.com free plan dashboard with 1,000 monthly credits, a two-scenario limit, and a 29-day usage reset countdown.](https://automatorplugin.com/wp-content/uploads/2026/08/make-com-free-credit-usage-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/08/make-com-free-credit-usage-scaled.webp)For Make’s free plan, that ceiling is 1,000 credits per month, a maximum of 2 active scenarios, and a 15-minute minimum interval between runs. Paid plans start at roughly $9–12/month (depending on billing term) for 10,000 credits and 1-minute scheduling. None of this is a scam — it’s just a usage-based pricing model. But if you’re the one forecasting the budget, “it depends on how many records flow through how many modules” is not a fun line item to explain. ### The WordPress Experience on Make: WordPress Is a Second-Class Citizen Make treats WordPress like any other cloud app: something to poll from a distance. In practice, that looks like this. To connect your site, you install Make’s proprietary connector plugin, copy an API key from your WordPress admin into Make, and point Make at your site’s REST API. It doesn’t use WordPress application passwords or standard REST authentication — it’s Make’s own scheme. If all of that sounds too jargon-y, you’re not alone. And Make’s own documentation includes this caveat: the plugin “is not optimized to run with large websites,” recommending you raise your PHP memory limit if you hit errors. Once connected, the WordPress app gives you exactly **seven triggers**: Watch Posts, Watch Posts Updated, Watch Categories, Watch Comments, Watch Media Items, Watch Users, and Watch Tags. Per Make’s own documentation, all seven are polling triggers — none are instant. Your scenario finds out about new activity on your site whenever its next scheduled check rolls around, and each check costs a credit. [![Searching "watch" in Make.com's WordPress module to browse triggers for new posts, updated posts, categories, and comments.](https://automatorplugin.com/wp-content/uploads/2026/08/make-com-wordpress-watch-triggers.gif)](https://automatorplugin.com/wp-content/uploads/2026/08/make-com-wordpress-watch-triggers.gif)But here’s the bigger issue: those seven triggers only cover WordPress core. Your site doesn’t run on WordPress core alone — it runs on plugins. So how does Make handle those? Take three most popular WordPress plugins for example: - **WooCommerce** is a completely separate Make app, requiring its own connection with REST API consumer keys generated in your store settings. (Credit where due: its triggers are instant webhooks.) - **Gravity Forms** is another separate app with another separate connection — and it offers exactly one trigger, “Watch Entries,” which is polling-based. - **LearnDash** is yet another separate app, and its four triggers only watch for *new content* — new courses, lessons, quizzes, and topics. There are **no learner-event triggers at all**: nothing fires when a student completes a course, passes a quiz, or finishes a lesson. Make’s own documentation notes it can’t fully document the LearnDash app due to limited available information. That’s the pattern for every WordPress plugin lucky enough to have a Make app: a separate connection, separate credentials, and coverage that stops well short of the events you actually want to automate. And most WordPress plugins have no Make app at all. One more thing worth knowing before you build anything critical: by default, Make deactivates a scenario after three consecutive errored runs, and its “incomplete executions” recovery feature ships turned off. A temporarily unreachable site can quietly switch your automation off — and you find out later. None of these are bugs. They’re the natural consequences of automating WordPress *from the outside*. So what does it look like to automate it from the inside? ## Meet Uncanny Automator: The Make.com Alternative Built Into WordPress **Uncanny Automator** is a WordPress plugin, not a cloud platform. It installs on your site like any other plugin, and from that moment it can see — and react to — everything happening there, the instant it happens. Automations in Automator are called [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/). Every recipe combines [triggers](https://automatorplugin.com/knowledge-base/managing-triggers/) and [actions](https://automatorplugin.com/knowledge-base/managing-actions/), and you can pass data between them using [tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) (i.e., dynamic data from your WordPress site and from within recipes). [![ecommerce-automation-woocommerce-google-sheets-integration](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-woocommerce-google-sheets-integration.png)](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-woocommerce-google-sheets-integration.png)Uncanny Automator is actually an automation and AI plugin, bundling three capabilities into a single install: - The **Recipe Builder**, the no-code automation engine with 253+ integrations - **Uncanny Agent**, an AI assistant that completes tasks and helps you manage your site, working alongside your automations - **Uncanny Page Builder**, an AI-first page builder for creating and editing pages Here’s the architectural difference that changes everything. When something happens on a Make-connected site, the event waits for a polling window, the data leaves your site for Make’s cloud, gets processed there, and a response comes back. When something happens on an Automator site, the recipe fires **the instant the event occurs, inside WordPress**. No polling delay. No data round-trip. No connector plugin. No credit meter. And because Automator lives where your plugins live, its 253+ integrations go plugin-deep. WooCommerce, LearnDash, Gravity Forms, MemberPress, BuddyBoss, Elementor — Automator hooks into the events Make’s apps don’t expose: a user purchases a specific product, completes a course, passes a quiz, submits a particular form, gets a new role. These aren’t API endpoints being polled. They’re native WordPress events being heard. For everything beyond your site, Automator connects to cloud apps too — Google Sheets, Slack, OpenAI, Anthropic, Mailchimp, social media platforms and more — using app credits (credits for using third-party integrations). Automator Lite (the free forever version) includes 250 app credits to get you started along with a limited amount of Uncanny Agent usage. And every Pro plan includes **unlimited app credits**. Yes, unlimited. That word doesn’t appear anywhere on Make’s pricing page. [**Ready to automate without the meter? Compare Automator plans >>>**](https://automatorplugin.com/pricing/) ## Uncanny Automator vs. Make: Feature by Feature Here’s the whole comparison at a glance, then we’ll dig into each row. Uncanny AutomatorMakeWhere it runsInside WordPressMake’s cloudWordPress triggersInstant, event-driven, 253+ plugins7 polling triggers (core WP only)Usage limitsUnlimited recipes and runsCredits; scenarios stop at 0WooCommerce / LMS / formsNative and deepSeparate apps and connections (where they exist)AIUncanny Agent + Page Builder bundledAI Agents and Maia (consume credits)WordPress-specific addonsCustom User Fields, Restrict Content, User Lists, Dynamic Content, Elite IntegrationsNone — cloud platform onlyEntry priceFree (Automator Lite) / $25/mo billed annuallyFree (1,000 credits) / from ~$9–12/mo### Pricing Predictability Automator’s pricing model fits on a sticky note: **unlimited recipes, unlimited recipe runs, flat annual license**. Whether your site processes ten orders this month or ten thousand, the price is the same. Every AI + Automation plan bundles the Recipe Builder, Uncanny Agent, and Uncanny Page Builder together with unlimited app credits: - **Basic** — $25/month for 1 site (billed annually) - **Plus** — $40/month for 10 sites, plus multisite support (billed annually) - **Elite** — $60/month for 50 sites, plus multisite support (billed annually) Every plan carries a 14-day no-questions-asked refund guarantee. Compare that to forecasting Make credits. You can budget Automator to the dollar in January and not think about it again. With a usage-based meter, a good month for your business — a product launch, a viral post, a Black Friday rush — is precisely when your automation bill spikes or your scenarios stop. ### Speed and Reliability Make’s polling model means your automations react on a schedule: every 15 minutes on the free plan, down to 1 minute on paid plans. Automator’s triggers are native WordPress hooks — they fire in the same instant the event happens. A customer completes checkout, and the welcome email, the spreadsheet row, and the Slack ping all happen *now*. There’s also no equivalent of Make’s silent scenario deactivation. Recipes don’t get switched off after a run of errors, and Automator’s built-in recipe logging shows you exactly what ran, when, and with what data. You can even create a recipe to monitor your other recipes, so you know the minute a recipe runs into an error — if it ever does. ### Depth of WordPress Integration This is where the gap is widest. In Automator, **“A user completes a course”** and **“A user passes a quiz”** are one-click LearnDash triggers — the exact learner events Make’s LearnDash app doesn’t offer at all. **“A user submits a form”** is a native Gravity Forms trigger, not a polled entry check. And WooCommerce triggers can key off specific products, variations, and even coupons. And it’s not just the events. Automator Pro unlocks 10,000+ [triggers, actions, and tokens](https://automatorplugin.com/all-triggers-and-actions/) across the WordPress ecosystem, so the data flowing through your recipes — order totals, quiz scores, form field values, user meta — is available for mapping into any action. ### Breadth of Cloud Apps (Where Make Wins) Time for some honesty: Make connects 3,000+ apps. Automator connects 253+ integrations. If your workflows are mostly SaaS-to-SaaS — Airtable to Notion to Slack, with WordPress nowhere in sight — Make is excellent, and Automator isn’t trying to replace it there. But Automator’s [webhooks](https://automatorplugin.com/the-complete-guide-to-using-webhooks-with-automator/) (incoming and outgoing) cover the long tail: any app that can send or receive a webhook can talk to your recipes. And as we’ll see below, the two tools can even be chained together. ### AI Capabilities Both platforms have gone big on AI — with one structural difference. On Make, AI is metered. Its AI Agents and Maia (Make’s conversational assistant) draw down your credits, and Make’s built-in AI provider bills dynamically by token usage. On Automator, **Uncanny Agent** is an AI assistant bundled into every AI + Automation plan. Agent completes tasks and helps you manage your site — troubleshooting, building recipes, making site changes — working alongside your automations rather than replacing them. Recipes can also call AI services directly, with integrations for OpenAI, Anthropic, Google Gemini and more, so you can generate content, summarize data, or personalize messages inside any workflow. And **Uncanny Page Builder**, an AI-first page builder, rounds out the bundle for creating the pages your automations point to. [![Draft of an author homepage hero overlaid on a photo of a man in a beanie by the water, showing a design editor window on the left.](https://automatorplugin.com/wp-content/uploads/2026/08/a-wordpress-writer-agent-demo-page-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/08/a-wordpress-writer-agent-demo-page-scaled.webp)### Addons That Extend WordPress Itself (Something a Cloud Platform Can’t Do) Because Automator lives in WordPress, its addons don’t just extend your automations — they add real capabilities to your site: - **Custom User Fields** — extra user profile data your recipes can read and write - **Restrict Content** — control who can access which content - **User Lists** — segment users for targeted automations - **Dynamic Content** — personalize what your pages display - **Elite Integrations** — deep Salesforce and QuickBooks Online connections The Plus plan includes the first three; Elite includes all five. Make, by design, can only move data between apps. It can’t add a feature to WordPress — Automator’s addons do exactly that. ## When Make Is Still the Right Choice I promised honesty, so here it is: there are workflows where I’d tell you to keep Make. If your automations are **cloud-to-cloud pipelines with no WordPress in the middle** — syncing a CRM to a data warehouse, wrangling Airtable bases, routing Slack messages — Make’s canvas, iterators, aggregators, and data stores are legitimately strong tools, and Automator isn’t built for that job. If your team is **already invested in Make for non-WordPress workloads**, ripping everything out would be churn for its own sake. The best answer for many sites is both: let Automator own everything WordPress-side, where it’s instant and unlimited, and keep Make for the cloud-only work. Connect the two with a webhook — an Automator recipe can trigger a Make scenario, or receive data from one, using Automator’s incoming and outgoing webhook support. ## How to Switch from Make to Uncanny Automator Switching is less “migration” and more “rebuild, but faster” — recipes take minutes to create, and you can even delegate the work. Here’s the path. ### Step 1: Install Uncanny Automator Lite From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins > Add New**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. That’s the free version — enough to start rebuilding immediately. To unlock unlimited app credits and the full trigger library, grab a license from the [pricing page](https://automatorplugin.com/pricing/) and follow the [setup guide](https://automatorplugin.com/knowledge-base/). ### Step 2: Inventory Your Make Scenarios Open Make and list your scenarios in two columns: **WordPress-centric** (anything triggered by or acting on your site) and **cloud-only**. The first column is your migration list; the second can stay in Make. ### Step 3: Rebuild a Scenario as a Recipe Let’s take a classic: logging WooCommerce orders to a spreadsheet. In Make, that’s the WooCommerce app’s Watch Orders trigger connected to a Google Sheets Add a Row module — a separate REST-key connection on the WooCommerce side, credits consumed on every run and every check. In Automator, create a new recipe, select **WooCommerce**, and choose the trigger **“A user purchases a product.”** Then add a **Google Sheets** action: **“Create a row in Google Sheets.”** Use tokens to map the order data — customer name, product, total — into your spreadsheet columns. Instant, and free to run as many times as your store can manage. [![woocommerce-order-based-trigger-for-google-sheets-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-based-trigger-for-google-sheets-recipe.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-based-trigger-for-google-sheets-recipe.png)**The shortcut: hand it to Agent.** You don’t have to rebuild by hand. Tell Uncanny Agent which scenarios you have in Make.com — “I have a scenario that adds new WooCommerce orders to a Google Sheet, and one that welcomes new users by email” — and ask it to create the recipes to replace them. Agent builds the recipes for you; you review them before setting them live. [![Uncanny Agent chat panel beside the Automator recipe editor, showing the AI's summary of a recipe it built that saves WPForms Contact Form submissions to Google Sheets and sends a Slack direct message to Brendan, with the matching trigger and actions visible in the editor.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-wpforms-google-sheets-slack-recipe-scaled.webp)](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-wpforms-google-sheets-slack-recipe-scaled.webp)### Step 4: Point Remaining Make Scenarios at Automator Webhooks For the cloud-only scenarios you’re keeping, connect them to your site through Automator’s webhooks — a recipe can receive data from Make or send data to it. Our [complete guide to webhooks](https://automatorplugin.com/the-complete-guide-to-using-webhooks-with-automator/) walks through both directions. ### Step 5: Go Live and Retire the Connector Plugin Toggle your recipes from **Draft** to **Live**, watch a few runs come through in the recipe log, then deactivate Make’s connector plugin. One less plugin, one less API key, one less meter. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing/) ## Conclusion Make rents you automation by the operation — a meter that runs faster the busier you get, on a platform that watches your WordPress site from the outside through a narrow window. Uncanny Automator makes automation part of your site: instant, event-driven, and unlimited, with an AI assistant and an AI-first page builder in the same bundle. If WordPress is the center of your business, the choice is clear. And if your stack is genuinely mixed, you don’t have to pick a side — let Automator own WordPress and keep Make for the cloud, connected by a webhook. Still comparing Make.com alternatives? Check out our list of the [8 best Zapier and Make alternatives](https://automatorplugin.com/best-zapier-alternatives/), or see how Automator stacks up against the biggest name in cloud automation in our [Uncanny Automator vs. Zapier head-to-head](https://automatorplugin.com/uncanny-automator-vs-zapier/). [**Or skip the comparison shopping and start automating without a meter today. Get Uncanny Automator >>>**](https://automatorplugin.com/pricing/) What will you do with more time? ## Frequently Asked Questions **Is Uncanny Automator really unlimited?** Yes. Recipes and recipe runs are unlimited on every plan, including Automator Lite. App credits (credits for using third-party cloud integrations like Google Sheets or Slack) are the only metered element — Lite includes 250, and every Pro plan includes unlimited app credits. **Is Make.com free?** Make has a free plan with 1,000 credits per month, a maximum of 2 active scenarios, and a 15-minute minimum interval between runs. When the credits run out, scenarios stop running until the month resets or you upgrade. **How much does Make cost in 2026?** Make’s paid plans — Core, Pro, and Teams — start at roughly $9–12, $16–21, and $29–38 per month respectively, depending on billing term, each with 10,000 credits per month. In January 2026, Make renamed operations to credits; usage-based billing means your real cost depends on how many module runs your scenarios consume. **What’s the difference between Make’s operations and credits?** For most modules they’re the same thing under a new name — one operation costs one credit. The exception is Make’s built-in AI provider, which now bills credits dynamically based on token usage, so AI-heavy steps can cost more than one credit each. **Can I use Uncanny Automator and Make together?** Absolutely. Automator supports incoming and outgoing webhooks, so a recipe can trigger a Make scenario or receive data from one. Many sites use Automator for everything WordPress-side and Make for cloud-only pipelines. **Does Uncanny Automator work with WooCommerce and LearnDash?** Natively and deeply — no separate apps, connections, or REST keys. Automator includes instant triggers for WooCommerce orders and products, and LearnDash learner events like “A user completes a course” and “A user passes a quiz” — events Make’s LearnDash app doesn’t offer. **Do I need coding skills to switch from Make?** No. Recipes are built in a no-code visual editor where triggers and actions read like sentences. And if you’d rather not rebuild by hand, you can describe your Make scenarios to Uncanny Agent and have it create the replacement recipes for you. **Does Uncanny Automator send my data to the cloud?** Only when you ask it to. Automations between your WordPress plugins run entirely on your site. Data leaves your server only for the app integrations you explicitly add, like Google Sheets, Slack, or an AI service. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Uncanny Automator --- ### [AI for WooCommerce: What You Can Automate, Create & Optimize](https://automatorplugin.com/ai-for-woocommerce-automate-create-optimize/) **Published:** August 27, 2026 **Author:** Brendan Da Costa **Content:** *Wondering what WooCommerce AI can actually do? See what you can automate, create, and optimize with AI — from product pages to sales reports.* **TLDR? Get the highlights:** - AI can handle five jobs for a WooCommerce store: product content, storefront experience, marketing workflows, store operations, and sales analysis. - The ecosystem is fragmented. Most tools do one job — a content generator, a chatbot, a recommendation widget — and most need a separate AI subscription. - There are three ways to add AI to your store: stack single-purpose tools, wire up an AI assistant yourself, or use one plugin that covers most of the jobs. - Uncanny Automator is the plugin that spans the most jobs in one plan: Agent, unlimited recipes, and Page Builder, with no separate AI subscription. It’s the end of another long day running your WooCommerce store. Your coffee went cold just before noon and your to-do list has only gotten longer since: fourteen product descriptions still waiting to be written, three abandoned carts nobody followed up on, and a nagging question — *how did last month actually compare to the month before?* — that means an hour of spreadsheet spelunking you keep putting off. I bet that it was a to-do list similar to that one that prompted you to search for “WooCommerce AI”. And you’re not looking for a science lecture on machine learning. You’re asking: **can AI actually take some of this off my plate?** The honest answer is yes — more of it than you might think. But “AI for WooCommerce” covers a lot of ground, and no tool does every job. In this guide, I’ll walk through what AI can genuinely do for your store today. I’ll name the tools that do each job, with real pricing and real caveats. Then I’ll help you choose between them. Let’s dive in. ## What Can AI Actually Do for Your WooCommerce Store? Let’s map the territory first. For a WooCommerce store, AI is genuinely useful for five big jobs: - **Product content**: writing descriptions, generating product images, and improving titles, tags, and SEO copy — for one product or a whole catalog. - **Storefront experience**: chatting with shoppers and recommending products while they browse. - **Marketing workflows**: building automations like cart recovery, follow-up emails, review requests, and coupons. - **Store operations**: routing orders, watching inventory, reacting to refunds and failed payments. - **Sales analysis**: compiling and analyzing your store’s data so you get answers instead of spreadsheets. In practice, “AI for WooCommerce” means AI that produces content for your store, answers questions from your store’s own data, and works alongside automations that run around the clock. That naturally raises the question: is there an AI plugin for WordPress that can actually do all (or at least most) of that? For the most part, no. The WooCommerce AI ecosystem is made up of single-purpose tools, each with its own pricing and setup. So that’s how we’ll take it: job by job. For each job, I’ll name the tools that do it and what they cover. At the end, I’ll help you pick a stack that fits your store. ## Create & Optimize Product Content with AI Product content (uploading new products, writing product descriptions, generating product images, updating tags and categories) is where most store owners feel AI’s impact first. Here are the tools for the job. ### GetGenie AI for SEO Product Descriptions **GetGenie AI** is a WordPress content plugin. It writes product descriptions and SEO content, starting at $9.99/month for 20,000 words. Content is the one job it does — it can’t touch anything else in your store. ![Hero banner for GetGenie's WooCommerce Wizard with three CTAs; the first button 'Save Time & Money' is highlighted in pink, followed by 'Unique & Optimized Output' and 'Scale WooCommerce Operation' on a dark background.](https://automatorplugin.com/wp-content/uploads/2026/08/getgenie-ai-for-woocommerce.webp)### AI Addons for WooCommerce for Product Images and Review Replies **AI Addons for WooCommerce** (from Plugify, $59/year) reaches deeper into WooCommerce. It writes descriptions, generates product images, and drafts review replies. The catch: it needs a separate AI subscription — your own OpenAI account and API key (developer credentials that connect one piece of software to another). ![Illustration of a robotic arm on a dark blue background connected to white circuit lines and circular icons, promoting AI-driven automation for WooCommerce.](https://automatorplugin.com/wp-content/uploads/2026/08/ai-addons-for-woocommerce.webp)### AI Product Advisor for Catalog Suggestions WooCommerce has a first-party option too. **AI Product Advisor** analyzes your catalog and flags products that need work. Then it suggests improvements to titles, descriptions, categories, and tags. ### Uncanny Automator for Descriptions, SEO Copy, and Landing Pages **Uncanny Automator** is the AI + automation plugin for WordPress. Its built-in AI assistant, **Uncanny Agent**, works from a chat panel in your dashboard. Ask it to write a description for one product — “warm tone, coffee-nerd audience, under 150 words” — and it drafts one against your real product data. Ask it to draft descriptions across your whole catalog, and it queues them for your review in a consistent brand voice. We cover both workflows in our guide to [generating WooCommerce product descriptions with AI](https://automatorplugin.com/how-to-generate-woocommerce-product-descriptions-with-ai/). **[Learn more about Uncanny Agent >>>](https://automatorplugin.com/uncanny-ai-agent-for-wordpress/)** ![Desktop screenshot of WordPress admin editor showing the 'Automator University Sweater' product page in the WooCommerce dashboard, with left navigation visible.](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-agent-product-description-scaled.webp)Automator can also make content generation automatic. Recipes (what Automator calls workflow automations) can call AI services like OpenAI, Anthropic, and Google Gemini as actions. That means new products can get draft copy the moment they’re created — no prompt needed. See [how to connect OpenAI to WooCommerce](https://automatorplugin.com/how-to-connect-openai-to-woocommerce-and-4-smart-ecommerce-automations/) for setups. For catalog-wide passes, recipes support loops (automations that run across many products or users at once). AI product content goes beyond descriptions and images, too. Say you’re launching a new running shoe and need a landing page for the campaign. Tell Agent: **“Build a product landing page for my new trail running shoe.”** **Uncanny Page Builder** (Automator’s AI-first page builder) generates the page — hero section, feature highlights, call-to-action. The output is clean HTML and CSS with no proprietary shortcodes, so the page stays editable and portable. You review the draft, adjust what you’d like, and publish. The full workflow is in our guide to [creating a landing page in WordPress with AI](https://automatorplugin.com/how-to-create-landing-page-wordpress-ai/). ![Hero section of a product landing page with bold black headline 'Made to meet the ground moving' and three shoe images (red Nike sneaker, grey/black trainer, white patterned sole).](https://automatorplugin.com/wp-content/uploads/2026/08/woocommerce-product-ai-landing-page-blue-scaled.webp)The short version of this job: content tools generate. Automator generates *and* acts — it creates the product, builds the page, and runs the bulk pass. ## Add AI to Your Storefront: Chatbots & Recommendations Chatbots and product recommendations are some of the most useful applications of customer-facing AI in WooCommerce stores. A chat window answers shoppers’ questions in real time. Recommendation widgets suggest the right products while they browse. Here are the tools for the job. ### AI Shopping Assistant for ChatGPT-Powered Product Chat **AI Shopping Assistant** (from JUVENTIN, $39/year) puts a ChatGPT-powered chat window on your storefront. It answers product questions and suggests items from your catalog in 8+ languages. It needs a separate AI subscription (your own OpenAI API key). And note one quirk: shoppers get product links in chat, not a checkout — they still buy on the product page. ![Online shop product grid showing illustrated apparel items (album cover, beanies, belt, hat, jacket) with Add to cart buttons and sale tags on a light blue background.](https://automatorplugin.com/wp-content/uploads/2026/08/ai-shopping-assistant-for-woocommerce-demo.gif)### Tidio for Live Chat with an AI Chatbot **Tidio** combines live chat with its Lyro AI chatbot, so a human can pick up where the AI leaves off. There’s a free plan, and Lyro starts at $39/month with caps on conversations. ### AI Product Recommendations for Upsells and Cross-Sells **AI Product Recommendations** (from Azent Labs, $39/year) handles the widget side: upsells, cross-sells, and suggestions on product, cart, and checkout pages. It works rule-based out of the box, with OpenAI-powered suggestions as an option. ![Grid of AI feature cards (Shopping Assistant, Product Recommendations, etc.) with Enable buttons and Settings, showing descriptions and stats like Impressions/Clicks or Conversations/Messages and a code snippet placeholder.](https://automatorplugin.com/wp-content/uploads/2026/08/ai-product-recommendations-for-woocommerce.webp)### AI Auto Sales Booster for a Storefront AI Bundle **AI Auto Sales Booster** (from softPHP Limited, $99/year) bundles several of these features in one extension: chat, recommendations, urgency messages, and exit-intent coupons. It also needs a separate AI subscription. ## Automate Sales & Marketing Workflows with AI Marketing automations are the follow-ups you know you *should* send but rarely have time for. AI helps here in two ways. It builds the workflows for you, and it helps you decide which workflows are worth building. Here’s who does what. ### Prebuilt Workflows from AI Auto Sales Booster and CRM Tools AI Auto Sales Booster, from the last section, ships fixed versions of some of these workflows. Cart recovery and exit-intent coupons come as built-in features. Many email and CRM tools now add AI campaign features of their own. The trade-off is the same everywhere: fixed features do what they ship with, nothing more. ### Uncanny Automator for Custom Marketing Workflows Automator takes the other approach: describe the workflow, and Agent builds it. Take abandoned cart recovery. With Automator Pro, tell Agent: **“When someone adds a product to their cart but doesn’t check out within an hour, send them a recovery email with a coupon.”** Agent assembles the recipe from real building blocks. The trigger “A user adds a product to their cart” starts it. A delay waits the hour. A filter (conditional logic that controls when actions run) checks whether the purchase went through. If it didn’t, the email goes out — sent straight from WordPress with Automator’s native email action, no third-party email service needed. You review the recipe, switch it to Live, and it runs from there. Timing and personalization tips are in our [abandoned cart recovery guide](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/). You can use the same “describe-and-review” approach for building other sales and marketing workflows: - **Follow-ups**: thank-you emails and [post-purchase surveys](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) after every order. - **Review requests**: the trigger “A user purchases a product” plus a delayed email — see [automating product review requests](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/). - **Win-backs**: re-engage lapsed customers with [win-back campaigns](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/). - **Upsells**: order-total and lifetime-value triggers spot your best customers — see these [WooCommerce upsell automations](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/). - **Coupons**: the “Generate and email a coupon code” action makes one-off codes, as in [automated birthday coupons](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/). With Automator, you can personalize these emails with [tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) (dynamic data from your site and from within recipes), such as a shopper’s first name, the product they bought, or their billing country. For bigger lists, connect a CRM — our [Mailchimp and WooCommerce guide](https://automatorplugin.com/automator-the-best-mailchimp-and-woocommerce-integration/) shows how to segment audiences by purchase behavior. ### Not Sure What to Build? Ask Here’s the part most store owners don’t expect. Agent can help you figure out which automations your store is missing. It can see your site’s setup, plugins, and sales data. So you can ask: “Which automations would help me recover more revenue?” or “Look at my store — what should I automate first?” Maybe no review requests are going out. Maybe your repeat-purchase numbers point to a win-back campaign. Agent can flag the gap and build the recipe in the same conversation. You review what it proposes. [**Get Automator’s AI + Automation plans >>>**](https://automatorplugin.com/pricing) ## Manage & Understand Your Store with AI Two jobs share this section because the same tools do both. There’s the invisible daily work — routing orders, logging sales, watching inventory. And there are the questions behind it — how are sales trending, who are my best customers. ### Hostinger Agent for Chat-Based Store Management **Hostinger Agent** is the closest thing to a dedicated AI store manager. It’s a chat-based assistant that can create product pages, update prices, and surface store analytics. It’s included with Hostinger’s Business and Cloud hosting plans. That’s also the catch: it only exists on Hostinger hosting. General assistants like ChatGPT and Claude can reach a store too — the developer way. More on that in the next section. ![Hero banner for Hostinger Agent: bold headline and a purple Start now button, with a UI preview on the right.](https://automatorplugin.com/wp-content/uploads/2026/08/hostinger-agent-scaled.webp)### Uncanny Automator for Operations and Reporting With Automator, each operations workflow is one plain-English request away: - **Team notifications**: “Post every new order to our Slack channel” — here’s the [WooCommerce-to-Slack setup](https://automatorplugin.com/how-to-connect-woocommerce-to-slack/). - **Order logging**: every order, customer, and total synced [to Google Sheets](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) in real time. - **Fulfillment tracking**: each order becomes a card on a [Trello board](https://automatorplugin.com/connect-woocommerce-to-trello-master-ecommerce-order-fulfillment/). - **Accounting sync**: sales flowing into [QuickBooks Online](https://automatorplugin.com/best-quickbooks-plugin-for-wordpress/) without copy-paste. - **Money watchdogs**: triggers like “A payment fails on an order” and “An order is refunded” start finance follow-ups. - **Inventory alerts**: “A product is restocked” and “A product variation is out of stock” triggers power restock alerts. ![UI mockup of a workflow: 'Notify sales in Slack when order is paid' with WooCommerce trigger and Slack action, and a Live toggle.](https://automatorplugin.com/wp-content/uploads/2026/08/woocommerce-automation-built-by-ai-agent-scaled.webp)For questions that don’t need a standing automation, just ask Agent. It compiles and analyzes your store’s data right in the chat panel: - “How are sales trending month over month? Year over year?” - “Who are my top five customers by lifetime value?” - “Which products are most frequently purchased together?” No exports, no pivot tables. Agent is site-aware, so it’s analyzing *your* store’s numbers — not offering generic advice. And it works on any WordPress host. Want the numbers on a schedule instead? Pair a scheduled recipe with loops to [create automated WooCommerce reports](https://automatorplugin.com/easily-create-automated-woocommerce-reports-with-uncanny-automator/) in Google Sheets. The full operations playbook, including what to automate first, is in [The Complete Guide to WooCommerce Automation](https://automatorplugin.com/complete-guide-to-woocommerce-automation/). ## What AI Can’t Do for Your WooCommerce Store An honest guide needs this part too. Two limits worth knowing before you spend anything: **It won’t replace your judgment.** Good AI tools draft content, build workflow automations, and enhance your operations. They can complete tasks for you, but they don’t replace you. The strategy, the insights, the direction — that still requires a human. However you use AI in your WooCommerce store, keep a human in the loop. Someone has to decide where to deploy the AI, review the work it completes, and connect with customers when AI isn’t enough. **It can’t automate what it can’t see.** AI models only work with the context they’re given. That’s true whether you use an LLM like ChatGPT or Claude with an MCP server, or a WordPress-native AI plugin like Uncanny Automator. For ChatGPT, the context is limited to what you explicitly share with it. For a WordPress-native plugin like Automator, the context is your entire WordPress site by default. Even then, there are limits. If nothing on your site tracks page visits, SEO scores, or customer lifetime value, the AI can’t automate tasks based on them. With the jobs and the limits on the table, the real question is how to assemble your stack. ## Choosing Your WooCommerce AI Stack There are three realistic ways to bring AI into a WooCommerce store. Which one fits depends on how many of the five jobs you want covered — and how hands-on you want to be. ### Path 1: Stack Single-Purpose Tools Pick one tool per job. Here’s the landscape from this guide, side by side: ToolWhat it coversPricingWorth knowingGetGenie AIProduct description and SEO contentFrom $9.99/moContent onlyAI Addons for WooCommerce (Plugify)Descriptions, images, review replies, chatbot$59/yrSeparate AI subscription requiredAI Shopping Assistant (JUVENTIN)Storefront chat with product suggestions$39/yrSeparate AI subscription; no in-chat checkoutAI Product Recommendations (Azent Labs)Upsells, cross-sells, recommendation widgets$39/yrRule-based by defaultAI Auto Sales Booster (softPHP)Chat, recommendations, cart recovery, AI SEO$99/yrSeparate AI subscription requiredTidio (Lyro AI)Live chat + AI chatbotFree plan; Lyro from $39/moConversation capsHostinger AgentChat-based store management and analyticsIncluded with hostingHostinger hosting onlyUncanny AutomatorAgent assistant + unlimited recipes + Page Builder$25/moNo separate AI subscription; any hostThe trade-off is visible in the table. Each tool covers exactly what it ships with. Covering several jobs means several subscriptions — and for most of these tools, a separate AI subscription on top. ### Path 2: Wire Up an AI Assistant Yourself The do-it-yourself route is also a possibility with **WooCommerce MCP**. It’s WooCommerce’s own MCP server, now in developer preview. It lets AI assistants like Claude manage a store through natural language: “Show me low-stock products,” or “Create a product called Winter Hoodie for $39.99.” It’s a promising direction. But look at what it takes today: WordPress 6.9+, WooCommerce 10.7+, a Node.js proxy tool, REST API credentials, and WooCommerce’s own advice to try it on a staging site first. It ships with nine built-in abilities so far. You’ll also need the assistant itself — ChatGPT Business or Claude Team runs $20 per user per month, billed annually (about $240/year). And at the far end of this path, tools like Relevance AI let developers build fully custom AI agents. The honest read: this is where DIY is headed, and it’s worth watching. It just isn’t a store-owner tool yet. ### Path 3: Use an All-in-One Plugin If you want most of the five jobs covered without the setup, this is Uncanny Automator’s case. One plan ($25/month for Basic) spans four of the five: product content, marketing workflows, operations, and analysis. There’s no separate AI subscription, and it works on any WordPress host. The one job it hands off is storefront chat — a Path 1 tool covers that, and the two coexist fine. Here’s the cost comparison at a glance: - **Path 1**: $39–$99/year per tool, plus a separate AI subscription (about $240/year) — over $300/year across multiple dashboards. - **Path 2**: about $240/year for the AI assistant, plus your own developer time. - **Path 3**: $300/year ($25/month) flat, in one dashboard. So here’s the decision rule. Need one job done? Pick the single-purpose tool for it. Comfortable with code? Keep an eye on WooCommerce MCP. Want most of the list handled today? Use the plugin that covers it in one plan. ## Getting Started with AI for Your WooCommerce Store The best on-ramp costs nothing. **Uncanny Automator Lite** is free, and setup takes a couple of minutes: 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins > Add New**. 2. In the search bar, enter “Uncanny Automator.” 3. Click **Install Now**, then **Activate**. Don’t forget to [register your account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/) to get 250 app credits (credits for using third-party cloud integrations like OpenAI or Anthropic) and a limited amount of Uncanny Agent usage. For a more detailed walkthrough, see the [installation guide](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). From there, a first recipe takes about five minutes: trigger on “A user purchases a product,” add a thank-you email with a review link, and switch it to Live. For more ideas of what to build with Lite, see [free eCommerce automation for small businesses](https://automatorplugin.com/free-ecommerce-automation-for-small-businesses/). When you’re ready for the full toolkit — the Pro trigger and action library, unlimited app credits, and full Agent usage — the AI + Automation plans start at $25/month. [**Claim your AI + Automation plan. Reclaim your evenings >>>**](https://automatorplugin.com/pricing) ## Conclusion Let’s rewind to that late-night to-do list. The fourteen product descriptions? Agent drafted them while you made dinner, in your brand voice, waiting for your review. The three abandoned carts? A recipe emailed each shopper an hour after they wandered off — two came back. And the “how did last month compare” question took one sentence to answer. That’s what AI for WooCommerce looks like when it’s real. Not a robot running your store — an assistant completing tasks, automations that never clock out, and a clear view of the limits. Whichever path you pick, pick for the jobs you actually have. Then start with the one that stings the most. Ready to hand off the busywork? [**Get started with Automator’s AI + Automation plans >>>**](https://automatorplugin.com/pricing) What will you do with more time? ## Frequently Asked Questions **What’s the best AI plugin for WooCommerce?** It depends on the job. For content alone, GetGenie AI is a solid pick. For storefront chat, look at AI Shopping Assistant or Tidio. For recommendations, AI Product Recommendations covers the widgets. If you want one plugin that spans product content, marketing automations, operations, and sales analysis, that’s Uncanny Automator. **What can AI do for a WooCommerce store?** Five big jobs. AI can create and optimize product content, power storefront chat and recommendations, and build marketing automations like cart recovery and review requests. It can also run operations (order routing, inventory alerts, accounting sync) and analyze your sales data on demand. **Can AI write my WooCommerce product descriptions in bulk?** Yes. Uncanny Agent can draft descriptions across your catalog in a consistent brand voice and save them as drafts for your review. Our [step-by-step guide](https://automatorplugin.com/how-to-generate-woocommerce-product-descriptions-with-ai/) covers single and bulk workflows. **Can AI tell me which automations my store needs?** Yes. Uncanny Agent can see your site’s setup, plugins, and sales data. Ask it what to automate first, and it can flag gaps and build the recipes it recommends — subject to your review. ### Is Uncanny Agent an AI chatbot for my customers? No — and that’s by design. Agent works for store owners and admins inside the WordPress dashboard. It builds automations, creates content, and analyzes your data, but it doesn’t chat with shoppers. For a storefront chatbot, tools like AI Shopping Assistant or Tidio do that job, and they run alongside Automator — which automates the support work behind the scenes. See our [guide to WordPress customer support automation](https://automatorplugin.com/complete-guide-to-wordpress-customer-support-automation/). **What is WooCommerce MCP?** WooCommerce MCP is WooCommerce’s official MCP server, currently in developer preview. It lets AI assistants like Claude manage a store through natural language. It requires WordPress 6.9+, WooCommerce 10.7+, a Node.js proxy, and REST API credentials — so for now, it’s aimed at developers working on staging sites. **Does Uncanny Automator need a separate AI subscription?** No. Agent usage is included in Automator’s AI + Automation plans. Recipe-based AI integrations run on app credits (credits for using third-party cloud integrations), which are unlimited on paid plans. There are no API keys or metered AI bills to manage. **Is there a free way to start automating WooCommerce?** Yes. Uncanny Automator Lite is free and includes unlimited recipe runs and native email actions. Register your free account to get 250 app credits and a limited amount of Uncanny Agent usage. **How is Uncanny Agent different from ChatGPT for my store?** ChatGPT is a capable generalist, but it can’t see your store without technical setup like WooCommerce MCP. Agent is site-aware and built into WordPress, so it can answer from your real data and act on it. We’ve written a full comparison in [Uncanny Agent vs. ChatGPT](https://automatorplugin.com/uncanny-agent-vs-chatgpt-why-an-ai-wordpress-assistant-wins/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Create a Landing Page in WordPress With AI (For Free)](https://automatorplugin.com/how-to-create-landing-page-wordpress-ai/) **Published:** August 24, 2026 **Author:** Brendan Da Costa **Content:** *Learn how to create a landing page in WordPress with AI for free. Describe your page and Uncanny Page Builder designs and builds it — clean HTML, no lock-in.* **TLDR? Get the highlights:** - You can create a landing page in WordPress by describing it in plain language — no dragging, no dropping, no design degree. - **Uncanny Page Builder**, built into the free Uncanny Automator Lite, designs and builds the page for you — with enough AI usage included for your first few pages. - No API keys, no separate AI subscription, no copy-pasting code between browser tabs. - Every page is output as clean, standard HTML and CSS — your designs stay intact even if you deactivate the plugin. [**Download Uncanny Automator for free and let Uncanny Page Builder design your next landing page >>>**](https://wordpress.org/plugins/uncanny-automator/) When it comes to building a **WordPress landing page**, you typically have two options — and neither one is much fun. **The drag-and-drop doldrums:** Pay $90+ every year or $250+ once to be locked in for life, then spend an entire afternoon nudging boxes into place — resizing columns, hunting through settings panels, and wondering why the padding looks right on desktop but unhinged on mobile. **The off-brand, external AI:** Recruit an external AI tool for help. Claude and ChatGPT can write great copy and even generate HTML, but actually connecting an AI platform to your WordPress site means API keys, developer dashboards, and separate billing. And after all that setup, the AI still doesn’t know your site — your theme, your products, your content, or your brand. But there is a third — pain- and cost-free — option. **Describe the page you want, inside WordPress, and watch it get built.** In this tutorial, I’ll show you exactly how to create a landing page in WordPress with AI using **Uncanny Page Builder**, the AI-first page builder built into **Uncanny Automator**. And yes, you can do the whole thing for free. ## Why Build Your WordPress Landing Page With AI? Landing pages are deceptively hard to build by hand. The copy is the easy part — it’s the layout, the visual hierarchy, the spacing, the responsive tweaks, and the brand consistency that eat your afternoon. Most of us aren’t designers, and a blank canvas or an almost-right template can be just as intimidating as writing CSS. That’s what makes an AI-first approach different. Instead of assembling a page element by element, you describe the page you want — the layout, the content, and the styling, all in one plain-language request — and the AI designs and builds it. ### Do You Need a Separate WordPress Landing Page Plugin? Short answer: no. **WordPress landing page plugins** and dedicated **page builders** can help you produce stunning landing pages. But they don’t help you design them. Typical landing page plugins hand you the canvas and a few dozen toggles; text, spacing, box shadows, scroll effects, transitions, positions, conditions… you get the idea. For most site owners, that’s the real gap: not a missing plugin, but a missing designer. So the better question isn’t whether you need another plugin. It’s whether you still have to design and then build your next landing page or whether a plugin can actually do that for you. ### Can ChatGPT Build a WordPress Landing Page? Sort of — and this is where a lot of DIY landing page projects go sideways. General-purpose AI tools are decent writers and competent coders. But going from a prompt in your ChatGPT tab to a finished, publication-ready page on your WordPress site is a longer (and far more frustrating) conversation than you might initially expect: - **A separate AI subscription and billing setup.** API access to these platforms is billed separately — it’s not even included with a ChatGPT Plus subscription. - **API keys and developer dashboards.** You’ll need to generate secret keys, keep them safe, and paste them into the right places — comfortable territory for developers, less so for everyone else. - **Copy-paste gymnastics.** The AI lives in one tab; your site lives in another. You become the integration. - **The AI doesn’t know your site.** It’s never seen your theme, your brand settings, your products, or your existing pages. Every request starts from zero. External AI tools are great at what they do. They’re just not page builders that live in your WordPress admin — and they never will be. ## What You’ll Need: Uncanny Automator and a Little Imagination The tool side of the equation is just one plugin: **Uncanny Automator**, the AI and automation platform for WordPress. It combines three core capabilities: - **The Recipe Builder** (for no-code workflow automations) - **Uncanny Agent** (an AI assistant for managing your site) - **Uncanny Page Builder** (the AI-first page builder we’ll be using today) Page Builder is included in every Automator plan — never as a paid add-on. With Uncanny Page Builder, there are no tools to connect, no API keys to manage, and no explaining your website to a generic AI. It’s engineered together with your site, not glued on. Uncanny Agent reads your actual page and your site’s design settings before it builds, so every change is grounded in what’s really there. Everything it builds is output as clean, standard HTML and CSS. That means no **proprietary shortcodes and no lock-in.** Your page designs stay intact even if the plugin is deactivated, and you can download any page as a complete, standalone web page and host it anywhere. If you’ve seen what happens to your carefully built pages when switching from one page builder to another or during site migration, the no lock-in feature is worth its weight in digital gold. [**Get started with Uncanny Automator Lite (it’s free forever) >>>**](https://wordpress.org/plugins/uncanny-automator/) **Note:** Don’t forget to [register your account](https://automatorplugin.com/my-account/) to receive free Uncanny Agent usage along with 250 free app credits for running workflow automations with app integrations like [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**OpenAI**](https://automatorplugin.com/share/openai/), [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**LinkedIn**](https://automatorplugin.com/share/linkedin-pages/), and more. That’s it. No separate AI subscription, no credit card — just enough imagination to describe the page you want. For a more detailed installation walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## How to Create a Landing Page in WordPress With AI (Step by Step) For this walkthrough, I’ll play the role of a small shoe retailer — let’s call it **Pacer Running Co.** — launching a new line of running shoes called the **Horizon line**. Follow along with your own business and product; the steps are identical, the results will be all yours. ### Step 1: Set Up Your Brand Settings Before building anything, tell Page Builder what your brand looks and feels like. These are site-wide settings — set them once and every page you build inherits them. With Uncanny Automator installed and activated, from your **WordPress admin dashboard**, navigate to **Page Builder > Settings**. [![Page Builder highlighted in the WordPress admin menu, with Settings selected below Reusable parts.](https://automatorplugin.com/wp-content/uploads/2026/08/page-builder-settings.webp "page-builder-settings")](https://automatorplugin.com/wp-content/uploads/2026/08/page-builder-settings.webp) From this settings page, you can set: - **Brand styles** (logo, fonts, colors) - **Typography** (heading fonts and styles, body text fonts and styles, etc.) - **Design direction** (how you want your brand to look and feel, described however you choose) and more. For Pacer Running Co., for example, here’s how I’ve configured a few settings: - **Montserrat** for headings - **Inter** for body/paragraph text - Primary brand color is **Jet Black** (#111111) - Secondary brand color is **Signal Orange** (#FF6A00) - **Design direction:** “Energetic, bold colors, eye-catching headings, image-forward.” You can also skip this altogether if you’d rather see what Uncanny Agent comes up with on its own. ### Step 2: Create a New Page and Describe It From your WordPress admin dashboard, navigate to **Pages > Add page.** (You can also have Uncanny Page Builder take over a page that you’ve already created and published, but for now we’re starting from scratch.) In the editor, click **Uncanny Page Builder** in the top toolbar and then click **Edit with Uncanny Page Builder.** [![Uncanny Page Builder dialog confirming the switch from the WordPress editor, with Cancel and Edit with Uncanny Page Builder buttons.](https://automatorplugin.com/wp-content/uploads/2026/08/edit-with-uncanny-page-builder.webp "edit-with-uncanny-page-builder")](https://automatorplugin.com/wp-content/uploads/2026/08/edit-with-uncanny-page-builder.webp) [![Uncanny Page Builder prompt asking how the page fits the site: build the full page, or keep the theme header and footer.](https://automatorplugin.com/wp-content/uploads/2026/08/build-entire-page-with-uncanny-page-builder-1024x579.webp "build-entire-page-with-uncanny-page-builder")](https://automatorplugin.com/wp-content/uploads/2026/08/build-entire-page-with-uncanny-page-builder.webp) Next, Uncanny Page Builder will ask if you want it to build the entire page or if you’d rather use your existing header and footer. For now, we’ll build an entirely new page. Now, all that’s left for you to do is to click **Start chatting** and tell Uncanny Agent what you want your page to look like. You can write a brief prompt like this: *Build a landing page announcing our new Horizon line of running shoes. Include a hero, a few product highlights, photos from my Media Library, and a signup section.* or, if you already have a clear idea of what you’re looking for, you can write a more detailed prompt like this: *Create a landing page for the launch of our new Horizon line of running shoes. Structure it like this: (1) a full-width hero with the headline “Run Past Your Limits,” the subhead “The Horizon line lands August 30. Lightweight. Responsive. Built for every surface.” and a Signal Orange button that says “Join the Early Access List”; (2) a three-column feature grid — “Featherlight Knit Upper,” “Responsive Foam Midsole,” and “All-Surface Traction” — each with a one-sentence benefit and a matching photo from my image library (using ‘running-shoe-1,’ ‘running-shoe-2,’ and ‘running-shoe-7’ from my image library respectively); (3) a full-width image break using ‘running-shoe-3’ from my image library; (4) a testimonials section with three short quotes from our launch testers; (5) a closing signup section with the headline “Be First Out of the Blocks.”* (Note: I preloaded images into my Image Library in WordPress, but you can include up to 5 images/files in a prompt if you prefer.) [![Empty Uncanny Page Builder canvas beside the Uncanny Agent chat panel, with a detailed landing page prompt and attached images.](https://automatorplugin.com/wp-content/uploads/2026/08/page-builder-agent-chat-window-with-prompt-1024x643.webp "page-builder-agent-chat-window-with-prompt")](https://automatorplugin.com/wp-content/uploads/2026/08/page-builder-agent-chat-window-with-prompt-scaled.webp) Both prompts produce a complete, designed landing page. The difference isn’t quality — it’s how many decisions you make versus how many you delegate. (And if you’re staring at a blank page with a blank mind, Page Builder suggests context-aware conversation starters to get you moving.) Less than 8 minutes later, I had a page that was just waiting on me to add an email sign-up form before publication. [![Full Horizon running shoe landing page built by Uncanny Agent, with hero, feature grid, tester quotes, and early access CTA.](https://automatorplugin.com/wp-content/uploads/2026/08/horizon-landing-page-uncanny-page-builder-demo-2-scaled.webp "horizon-landing-page-uncanny-page-builder-demo")](https://automatorplugin.com/wp-content/uploads/2026/08/horizon-landing-page-uncanny-page-builder-demo-2-scaled.webp) And don’t forget to check out the responsive views by clicking on the laptop icon in the toolbar. [![The Horizon running shoe landing page displayed in Uncanny Page Builder’s mobile responsive preview.](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-mobie-responsive-view-1.gif "uncanny-page-builder-mobie-responsive-view")](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-mobie-responsive-view-1.gif) ### Step 3: Refine Through Conversation The first build is a draft, not a verdict. Keep the conversation going to make big changes or even small adjustments. For example, you can say: - *“Use a different image in the hero section.”* - *“Make the hero headline bigger on mobile.”* - *“Darken the signup button on hover.”* - *“Move the testimonials above the image break.”* Or, select a specific element and tell Agent how you want it changed. For example, I selected the hero header and told Agent to slightly increase the letter spacing and give the word “Run” a visual effect to make it look like it was in motion. [![The hero headline selected on the canvas with an instruction typed into the Uncanny Agent chat to increase letter spacing and animate the word Run.](https://automatorplugin.com/wp-content/uploads/2026/08/edit-headline-with-uncanny-agent-1-1024x458.webp "edit-headline-with-uncanny-agent")](https://automatorplugin.com/wp-content/uploads/2026/08/edit-headline-with-uncanny-agent-1.webp) Less than a minute later, this is what Uncanny Agent gave me: [![The updated Horizon hero headline after Uncanny Agent applied wider letter spacing and a motion effect to the word Run.](https://automatorplugin.com/wp-content/uploads/2026/08/edited-headline-after-agent-prompt-1024x606.webp "edited-headline-after-agent-prompt")](https://automatorplugin.com/wp-content/uploads/2026/08/edited-headline-after-agent-prompt.webp) ### Step 4: Fine-Tune With the Manual Editor For small, precise changes (swapping out an image, editing text, etc.), you can skip the conversation entirely. To make edits by hand, simply toggle on the **Manual editor** in the toolbar. [![The Manual editor toggled on in the Uncanny Page Builder toolbar, with the visual style inspector open for a selected element.](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-manual-editor-1024x642.webp "uncanny-page-builder-manual-editor")](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-manual-editor-scaled.webp) Open the visual style inspector to adjust typography, colors, spacing, borders, and shadows for any selected element. You can preview and edit the page at desktop, tablet, and mobile widths, and undo/redo covers your last 30 changes per page. If a section feels almost-right-but-not-quite, select it and send it to Agent for a polish pass. ### Step 5: Add Live Content (Optional but Powerful) Now you’ve built your landing page — what about maintaining it? Uncanny Page Builder includes **live elements** (dynamic content rendered fresh on every page load — no re-publishing required) that keep your pages fresh and current without the daily, weekly, monthly, and yearly reminders. A few that would earn their place on Pacer’s launch page: - **Registration Form** — a signup form built directly into the closing section’s design, so “Join the Early Access List” actually collects the list. - **Total Users Count** — live social proof: “Join 2,400+ runners already on the list,” and the number updates itself as signups roll in. - **Copyright Year** — set the footer once, never touch it again. Uncanny Page Builder has dozens of live elements; [find the full list here](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content-reference/). ### Step 6: Save and Go Live! Here’s the part that makes experimenting stress-free: everything Agent built and everything you tweaked has been happening on an unsaved draft. Your live site hasn’t changed at all — and every edit along the way, human or AI, is undoable. Happy with the page? Click **Save draft** then click **Publish**. Pacer Running Co. just went from a blank page to a branded, responsive, photo-rich launch page — and nobody dragged a single widget. [**Build your own launch page with Uncanny Page Builder — free with Uncanny Automator >>>**](https://wordpress.org/plugins/uncanny-automator/) ## After the Build: Putting Your Landing Pages to Work A landing page is only half the job. The other half is what happens after someone clicks “Join the Early Access List” — and that’s where Automator’s Recipe Builder picks up the baton. With a simple recipe (that’s what Automator calls workflow automations), Pacer can automatically send a welcome email to every new signup, add them to a CRM audience, or notify the team in Slack — no manual follow-up required. [![An Uncanny Automator recipe that adds a new WordPress user to ActiveCampaign when they sign up through the landing page form.](https://automatorplugin.com/wp-content/uploads/2026/08/add-new-user-wordpress-user-to-activecampaign-recipe-1024x826.webp "add-new-user-wordpress-user-to-activecampaign-recipe")](https://automatorplugin.com/wp-content/uploads/2026/08/add-new-user-wordpress-user-to-activecampaign-recipe.webp) If you’re new to recipes, start here: - [Creating a Recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) — the beginner-friendly walkthrough for building your very first automation. - [Automating WordPress Lead Generation: A Comprehensive Guide](https://automatorplugin.com/automated-wordpress-lead-generation/) — turn your new landing page into a lead-gen machine. - [How to Automate New Customer and User Onboarding in WordPress](https://automatorplugin.com/automate-user-onboarding/) — give every signup a great first impression, automatically. ## Pro Tips 1. **Build from an example.** See a landing page design you love? Upload a screenshot of it, and Agent will build a page in that style. Design inspiration, minus the design work. 2. **Turn your best sections into reusable elements.** Nailed the perfect signup section? Convert it into a reusable element and drop it onto any page. Shared headers and footers work the same way as global parts. 3. **Set a standing design direction.** Teach Agent your style preferences once — “clean and minimal, generous white space” — and every future build follows them. 4. **Take your pages anywhere.** Any page can be downloaded as a standalone web page, styling included, and hosted anywhere — even outside WordPress. ## Conclusion Landing pages used to demand a choice: lose an afternoon to a drag-and-drop builder, or lose an evening wiring up an external AI with API keys and crossed fingers. Uncanny Page Builder retires both options. Describe the page, refine it in conversation, click into anything you want to tweak by hand, and publish a finished, polished page in minutes. Now, the distance between “we should have a landing page for this” and “the landing page is live” is about the length of one well-written paragraph. Uncanny Automator Lite comes with more than enough Uncanny Agent usage for you to build, launch, and then run your next campaign. [**Get Uncanny Automator for free and build your first landing page today >>>**](https://wordpress.org/plugins/uncanny-automator/) Now that you don’t have to spend your entire evening dragging widgets into place — or hunting down API keys — the only question left is… What will you do with more time? ## Frequently Asked Questions **Do I need a separate WordPress landing page plugin?** No. Uncanny Page Builder is included in every Uncanny Automator plan, including the free Uncanny Automator Lite — it’s a core capability, never a paid add-on. You get an AI-first page builder, workflow automation, and an AI assistant in a single plugin. **What’s the best WordPress landing page builder for beginners?** The best builder for a beginner is the one that doesn’t require you to become a designer first. Uncanny Page Builder doesn’t just build pages — it designs them. Uncanny Agent brings the design intelligence, making the calls on layout, hierarchy, spacing, and style from your plain-language description. You bring the goal; it brings the design skills. **Can I create a WordPress landing page without changing my theme?** Yes. For each page, you choose whether it uses your theme’s header and footer (theme mode) or whether Page Builder designs the entire page (full-page mode). You can redesign one page and leave the rest of your site — and your theme — completely untouched. **Is there a free AI landing page builder for WordPress?** Yes — Uncanny Page Builder is included with Uncanny Automator Lite, free, with enough included Uncanny Agent usage to build a few pages. There are no API keys or separate AI subscriptions to manage. Continued AI building consumes Agent usage, so heavy builders may eventually want a paid plan — but your first landing pages won’t cost a cent. **Can I delete my page builder plugin without losing my pages?** With Uncanny Page Builder, your page designs are output as clean, standard HTML and CSS, so they stay intact even if the plugin is deactivated — and uninstalling never deletes your pages or content. (Live elements like forms and counters do require Uncanny Automator to be active to render.) You can also download any page as a standalone web page and host it anywhere. **Can AI build a landing page from a screenshot?** Yes. Upload a screenshot of any page or design you admire, and Uncanny Agent will build a page in that style. (Agent works from your uploaded image — it doesn’t browse the web or fetch URLs itself.) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Use Cases --- ### [Introducing Uncanny Page Builder: The First True AI Page Builder for WordPress](https://automatorplugin.com/introducing-uncanny-page-builder-ai-page-builder-for-wordpress/) **Published:** August 5, 2026 **Author:** Brendan Da Costa **Content:** *Meet Uncanny Page Builder, the AI page builder for WordPress. Describe your page and Uncanny Agent builds it—clean HTML and CSS, no lock-in.* **TLDR? Get the highlights:** - Uncanny Page Builder is available now: the first true AI page builder for WordPress that replaces blocks, widgets, and modules with natural conversation - Describe the page you want and Uncanny Agent (Automator’s AI assistant) builds it: layout, content, and styling - Every page is clean HTML and CSS—no proprietary shortcodes, no lock-in, ever - Pages can keep themselves current with 91 live elements at launch: latest posts, member greetings, menus that stay in sync [**See Uncanny Page Builder in action >>>**](https://automatorplugin.com/uncanny-page-builder) You know the routine. You drag a widget or module onto the page; that part takes two seconds. Then come the settings: three tabs, forty options, margins here, padding there, a separate panel for mobile. And after all that, you still need a third-party add-on for your specific type of carousel. Multiply that process by every element on the page, and “I just need a landing page for my new product” quietly becomes your Friday evening—and then your entire weekend. For years, we’ve all accepted that as the price of a good-looking WordPress site that didn’t cost thousands of dollars. As of today, that changes. Meet **Uncanny Page Builder**, available now in **Uncanny Automator**. If you’ve been searching for an AI website builder for WordPress, this is it: a text-to-build page builder where **Uncanny Agent** turns a plain-language request into a finished page, in clean HTML and CSS. Building pages in WordPress used to look like this… [![Divi Visual Builder editing an author website homepage in tablet view, with heading spacing settings open in the sidebar.](https://automatorplugin.com/wp-content/uploads/2026/08/divi-page-example-2-1024x563.webp "divi-page-example-2")](https://automatorplugin.com/wp-content/uploads/2026/08/divi-page-example-2-scaled.webp) But from now on, it can look like this… [![Uncanny Page Builder, an AI page builder for WordPress, building an author homepage from a natural language prompt, with the finished full-screen hero beside the chat window.](https://automatorplugin.com/wp-content/uploads/2026/08/a-wordpress-writer-agent-demo-page-1024x599.webp "a-wordpress-writer-agent-demo-page")](https://automatorplugin.com/wp-content/uploads/2026/08/a-wordpress-writer-agent-demo-page-scaled.webp) No blocks to learn. No settings panels to navigate. No plugin lock-in. And no more weekends lost to a landing page. Here’s how the first true AI page builder for WordPress works. ## **Why WordPress Needed an AI Page Builder** Search for an AI page builder today and you’ll find two kinds of results: hosted site builders that take you out of WordPress entirely, and traditional WordPress page builders with AI features added on top, like Elementor and Divi. Uncanny Page Builder is neither. Uncanny Agent (that’s Automator’s AI assistant for WordPress) constructs the whole page from your description: layout, content, and styling together, not element by element. AI isn’t a feature layered on top of a builder; it’s the architecture. Why does that AI-first architecture matter, you ask? Because of everything drag-and-drop builders have saddled you with over the years: - **A learning curve that keeps growing.** Every builder presents you with an interface to master (Kadence is different from Elementor which is different from Divi, etc.), and as the builders have gotten bigger, so have the tabs, toggles, and terminology. - **Total plugin dependency.** Deactivate a traditional builder and every page built with it, headers and footers included, effectively breaks. - **Bloat that costs you visitors.** Layers of proprietary CSS and JavaScript ship with every page, so even a page that looks amazing loses the visitors who bounce before the first load finishes. - **Paywalled elements.** The advanced modules and elements you actually want are usually paid third-party add-ons. - **Custom CSS for a premium feel.** Getting past the “built with a page builder” look means writing the code these tools promised you’d never touch. Uncanny Page Builder clears the whole list in one move. Conversation replaces the learning curve, clean HTML and CSS removes the dependency and the bloat, and Uncanny Agent handles the sliders, animations, and styling decisions that used to mean add-ons and custom code. ## **Describe Your Page, Uncanny Agent Builds It** Here’s the whole workflow. Open a page and tell Uncanny Agent what you want: *“Create a landing page with a hero section, three feature cards, a testimonial slider, and a call-to-action.”* Agent builds it while you watch, taking you from prompt to page. Refining your new page works the same way. *“Make the hero section taller and change the background to blue.”* *“Add an FAQ section below the testimonials.”* *“Swap the feature cards for a two-column layout.”* No hunting through style tabs; just say what you want changed. For example, I told Uncanny Agent, *“Give the buttons a subtle red accent on hover that matches the red from the coat in the background image.”* About 45 seconds later, my buttons went from this… [![Button hover effects on the author homepage built by Uncanny Agent: Books and Blog buttons turn white with black text.](https://automatorplugin.com/wp-content/uploads/2026/08/buttons-white-hover.gif "buttons-white-hover")](https://automatorplugin.com/wp-content/uploads/2026/08/buttons-white-hover.gif) to this… ![Button hover effects on the author homepage built by Uncanny Agent: Books and Blog buttons turn red with white text after prompt to change hover effects.](https://automatorplugin.com/wp-content/uploads/2026/08/buttons-red-hover.gif "buttons-red-hover") And all I had to do was ask. That’s not where Uncanny Agent stops, though. It handles the whole job—not just the page build. Need your navigation menu updated with your new page? It happens in the same conversation. Styling is just as granular, right down to **responsive design:** tell Agent to make the buttons bigger on mobile or darken them on hover, and it tweaks the styles for each device and state. ### **More Than an AI Page Builder: Uncanny Agent Has Design Intelligence** Traditional page builders hand you a blank canvas and a user manual, along with a long list of to-dos. You have to be the copywriter, the graphic designer, and the self-taught developer writing snippets of custom CSS. Uncanny Agent, on the other hand, does all of that for you: the only thing it hands you is a completed page. Tell Agent the goal of your new page, and it builds something optimized for that purpose: layout, content, and styling handled. It’s less like another page builder plugin and more like having a **web designer on call.** Seen a design you love? **Upload a screenshot**, and Uncanny Agent will build a page in that style. And if you’re not sure a page is working, ask Agent for feedback: it applies that same built-in design intelligence to critique the page and suggest improvements, like a designer reviewing your draft. [Ready to describe your first page? Get Uncanny Page Builder >>>](https://automatorplugin.com/pricing) ## **You Stay in Control** Letting an AI touch your pages (far less, build them) might sound risky, which is why Uncanny Agent works on a short leash. Its edits land on an unsaved draft (your live page doesn’t change until you say so), and every edit, yours or Agent’s, can be undone. **Uncanny Agent can also learn your brand** so every page comes out looking like it belongs to your site. Set your logo, colors, fonts, and styles once, and every page Agent builds follows them automatically. You can even give Agent standing design direction (*“clean and minimal, generous white space, friendly tone”*) and it applies to every page from then on. Uncanny Page Builder also fits the site you already run. **Keep your theme**—each page can use your theme’s header and footer, or Page Builder can design the entire page from scratch—and the plugins you already use. And there’s no risk in trying it on a page you already have. The moment Uncanny Page Builder takes over an existing page, your original is saved automatically. Redesign it, publish it, and let the new version run for as long as you like. If you ever want the old version back, restore it exactly as it was, at the same address. ## **Clean HTML and CSS—No Lock-In, Ever** Remember the dependency problem? Uncanny Page Builder solves it at the root. Every page it builds is clean, standard HTML and CSS: no proprietary shortcodes, no builder-specific markup. Deactivate the plugin, and your page designs stay intact. Your pages are portable, too. **Download any page** as a complete, standalone web file and host it anywhere, even outside WordPress. You can also move page source between sites from the Pages list. Your pages are yours. Always. The same clean output settles the bloat problem. With no builder engine doing work on every visit and no layers of proprietary CSS and JavaScript in the first load, pages stay lean and lightweight, built for speed and strong Core Web Vitals. ## **Pages That Keep Themselves Current** The day you publish a page, it starts falling behind. Your latest blog post isn’t on it, and the copyright year in the footer quietly gives away the last time you had the time to update it. Uncanny Page Builder pages can look after themselves instead: add live elements (sections and details that update themselves) and the page stays current without you. Ask Uncanny Agent for *“a section showing my three latest posts,”* and every new post you publish appears on the page automatically, with no editing or re-publishing on your part. **There are 91 live elements at launch**, from navigation menus that stay in sync with your site to copyright years that update themselves, author boxes, and related-post grids. Live elements can be visitor-aware, too. Welcome logged-in members by name, show a login prompt to guests, or reveal entire sections only to the people who should see them, so a single page can serve every audience you have. ## **Three Capabilities, One Platform** Uncanny Page Builder is one of Uncanny Automator’s core capabilities, running alongside **Uncanny Recipe Builder**, the no-code automation engine powering thousands of WordPress sites, and **Uncanny Agent**, the AI assistant for WordPress helping site admins and businesses get through their daily to-dos. All three come in one platform and one subscription, so there’s no separate automation tool, AI subscription, or page builder bloatware. It’s everything you need to integrate your tech stack, automate your workflows, and build your pages, all packaged together and ready to work right out of the box. ## **Uncanny Page Builder Is Available Now: How to Get Started** Uncanny Page Builder is **included in every AI + Automation plan** at no additional cost. Building with Uncanny Agent requires Agent to be enabled, and page building draws on your plan’s Agent usage, the same usage behind everything else Agent does for your site. The requirements are simple: WordPress 6.0 or higher and PHP 8.1 or higher, with multisite networks supported. If you’re already on an AI + Automation plan, Uncanny Page Builder is waiting in your dashboard right now. Open a page and describe what you want. New to Uncanny Automator? Visit the Uncanny Page Builder page to see the workflow in action, then pick the plan that fits. [Get Uncanny Page Builder >>>](https://automatorplugin.com/pricing) ## **Your Next Page Is a Conversation Away** For years, building a WordPress page meant learning someone else’s blocks, widgets, or modules, then spending your evening in their settings panels. Uncanny Page Builder replaces all of that with an interface you already know: plain language. So describe something awesome. The landing page for your next big sale. A sleek, modern homepage. The members-only section you’ve been putting off for months. Uncanny Agent will handle the layout, the styling, and every last setting, then hand you clean HTML and CSS that’s yours forever. [Get Uncanny Page Builder and describe your first page >>>](https://automatorplugin.com/pricing) What will you build first? ## **Frequently Asked Questions** **Is there an AI page builder for WordPress?** Yes. Uncanny Page Builder is an AI-first page builder built directly into WordPress as a core capability of Uncanny Automator. Instead of assembling pages with blocks and widgets, you describe the page you want and Uncanny Agent (Automator’s AI assistant) builds it, outputting clean HTML and CSS. **How is Uncanny Page Builder different from Elementor AI or Divi AI?** Elementor AI and Divi AI add AI assistance inside a traditional drag-and-drop builder: the AI helps with individual elements, but you still assemble and configure the page by hand through settings panels. With Uncanny Page Builder, Uncanny Agent constructs the entire page from your description: layout, content, and styling together. **What happens to my pages if I deactivate Uncanny Page Builder?** Your content and design stay intact, because Uncanny Page Builder outputs standard HTML and CSS rather than proprietary markup. Live elements (content that updates automatically, like a latest-posts section) pause until the plugin is active again. You can also download any page as a standalone web file and host it anywhere. **Do I need design skills to use Uncanny Page Builder?** No. Uncanny Agent has built-in design intelligence—i.e., it works like an actual web designer and applies web design fundamentals to everything it builds for you. Describe the goal, and it makes the layout, hierarchy, and styling decisions. You can also upload a screenshot of a design you admire and Agent will build a page in that style, or ask it to review an existing page and suggest improvements. You can always make tweaks with the Manual editor. **Is Uncanny Page Builder free?** Uncanny Page Builder is a core capability of Uncanny Automator, included in every AI + Automation plan at no additional cost. Building and editing with Uncanny Agent draws on your plan’s Agent usage. **Does Uncanny Page Builder work with my existing WordPress theme and plugins?** Yes. Each page can use your theme’s header and footer, or Uncanny Page Builder can design the entire page—your choice, page by page. It runs alongside plugins like WooCommerce, LearnDash, and MemberPress, and you can adopt it gradually, starting with a single page. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Generate WooCommerce Product Descriptions with AI](https://automatorplugin.com/how-to-generate-woocommerce-product-descriptions-with-ai/) **Published:** July 29, 2026 **Author:** Brendan Da Costa **Content:** *Turn Uncanny Automator into your AI product description generator—draft, edit, and publish product descriptions in bulk, right from WordPress.* **TLDR? Get the highlights:** - **Uncanny Agent** (Automator’s AI assistant) writes WooCommerce product descriptions right inside WordPress—no separate AI platform subscription, API keys, or configuration needed - Because Agent runs on Automator’s stable, fixed pricing, you can generate more copy without racking up per-token AI charges - Draft descriptions one at a time from the product editor, or bulk-write every missing description in your catalog with a single request - Agent can read your existing product copy first, so new descriptions match your brand voice instead of sounding like generic AI filler [**Get Automator Pro and put your product pages on autopilot >>>**](http://automatorplugin.com/pricing) You know the moment. The photos are uploaded, the price is set, the variations are sorted—and then you land in the description box. Blank. White. Waiting. Writing one product description is easy enough. Writing 50 is a lost afternoon. Writing 500 is the reason “finish the catalog” has been on your to-do list since last quarter. In this guide, I’ll show you how to use **Uncanny Automator** as your AI product description generator for WooCommerce. ## **Why Use an AI Product Description Generator for WooCommerce?** Let’s do some quick math—the uncomfortable kind. If a decent product description takes you 10 minutes to write, a 100-product catalog is more than 16 hours of writing. That’s two full workdays spent describing scented candles instead of selling them. And the manual approach costs you more than time: - **Inconsistent brand voice.** Descriptions written across weeks (or by different people) drift in tone. One product sounds like a luxury brand, the next like a hardware manual—and your customers notice. - **Blank boxes that quietly cost you sales.** A thin or empty product page gives shoppers less reason to buy and search engines less reason to rank you. Every missing description is a small leak in your sales funnel. - **Catalogs that never get finished.** When every new product means another writing session, “finish the descriptions” stays parked on the to-do list as the backlog only grows. Okay, but couldn’t you just copy-paste your way through ChatGPT? You could, but here’s why generating those descriptions inside WordPress wins: - **Your real product data does the talking.** Titles, categories, and attributes flow straight into the AI’s descriptions, saving you from retyping product details into a chat window or uploading reams of product files. - **The copy publishes itself.** No shuttling text back into WordPress one paste at a time, with every paste a chance for something to go wrong. - **It scales.** One product or your entire catalog—the workflow is the same. [Ready to stop staring at blank description boxes? Get Automator Pro >>>](http://automatorplugin.com/pricing) ## **Uncanny Automator Is Your AI Product Description Generator for WooCommerce** If you haven’t met it yet, **Uncanny Automator** is the #1 AI + automation plugin for WordPress. It connects the plugins and apps you already use—[253+ of them](http://automatorplugin.com/integrations), WooCommerce included—so your site can handle the repetitive work while you handle the interesting parts. **Uncanny Agent**—Automator’s AI assistant that lives right inside your WordPress dashboard—is the AI product description generator that can do it all. [![](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif "automator-homepage-tagline")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif) Agent reads your store’s actual data, writes wherever you need copy, and takes requests in plain English. No API keys to configure, no external AI platform to subscribe to, and no usage-based billing—Agent is included in Automator Pro’s fixed pricing. ### **Get started with Uncanny Automator** To start generating product descriptions and other forms of WordPress content with AI, you’ll need an Automator Pro license. Getting started with Automator only takes a few minutes. In a few dozen clicks of your mouse, you could have an AI assistant doing your product copywriting while you reheat your coffee. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the[ Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside[ your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough,[ click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **The Fastest Way to Generate WooCommerce Product Descriptions? Just Ask Agent** So what does asking Agent for product descriptions actually look like? Let’s take a look at how Agent drafts, edits, and updates your product copywriting: - **Drafting one description at a time**, right from the product editor - **Bulk writing or rewriting every product description** with a single request - **Editing and updating existing descriptions**—rewrites, refreshes, and catalog-wide changes Let’s walk through each one, with the exact requests you can type into Agent’s chat window. ### **Draft AI Product Descriptions One at a Time** Open the editor for the product you’re working on, click the Uncanny Agent tab at the bottom of the screen, and an Agent chat window will appear. Uncanny Agent can detect what page of your WordPress site you’re on so it already knows what you want to work on. Simply tell Agent: *“Write a description for this product, following the same writing style, tone, and brand voice from other product descriptions.”* [![Uncanny Agent chat panel working as an AI product description generator over the WooCommerce product editor, showing the AI writing a brand-voice-matched description for the Automator University Sweater (Premium) after analyzing other product descriptions, with the generated copy and product image visible behind it.](https://automatorplugin.com/wp-content/uploads/2026/07/uncanny-agent-product-description-1024x667.webp "uncanny-agent-product-description")](https://automatorplugin.com/wp-content/uploads/2026/07/uncanny-agent-product-description-scaled.webp) Agent already knows the product’s title, categories, attributes, and all of the other information you’ve already put into the editor, so the copy it drafts is grounded in your real catalog data—not generic filler. Review, tweak if you like, and save. The blank box problem, solved in one sentence. ### **Draft AI Product Descriptions in Bulk** If you’re missing dozens (or even hundreds) of product descriptions, or if you would like to update more than one product description at a time, just ask Agent. *“Write a description for every product in my product catalog that doesn’t already have one. Follow the same writing style, tone, and brand voice from other product descriptions.”* [![Uncanny Agent chat panel working as an AI product description generator over the WooCommerce shop page, showing its strategy for bulk-writing descriptions for four products missing them, with a brand voice analysis of tone, structure, style, and format.](https://automatorplugin.com/wp-content/uploads/2026/07/uncanny-agent-bulk-product-descriptions-1024x668.webp "uncanny-agent-bulk-product-descriptions")](https://automatorplugin.com/wp-content/uploads/2026/07/uncanny-agent-bulk-product-descriptions-scaled.webp) Agent will comb through your catalog, identify the products you specified in your prompt, and start drafting. What used to be a two-workday writing marathon becomes a request you type in seconds and complete in minutes. And since Agent doesn’t bill by the word, a big catalog costs exactly the same as a small one. ### **Edit and Update Existing Product Descriptions** Generating new copy is only half the job—your existing descriptions need love too. Agent handles rewrites and updates the same way it handles drafts: *“Add the line ‘LIMITED TIME ONLY’ to the beginning of the short description for every product in the ‘Merchandise’ category. Give the line a glowing effect using custom CSS.”* [![Uncanny Agent AI product description generator adding a glowing "LIMITED TIME ONLY" line to a WooCommerce sweater product page.](https://automatorplugin.com/wp-content/uploads/2026/07/uncanny-agent-update-product-descriptions-1024x804.webp "uncanny-agent-update-product-descriptions")](https://automatorplugin.com/wp-content/uploads/2026/07/uncanny-agent-update-product-descriptions.webp) Seasonal promos, policy changes, a brand voice refresh after a rebrand—the edits that used to mean opening products one by one become a single request. Agent finds the right products, makes the changes, and keeps everything consistent while it’s at it. [Agent ships with Automator Pro >>>](https://automatorplugin.com/pricing) ## **Pro Tips for Using an AI Product Description Generator** 1. **Show Agent your best copy.** Ask it to follow the writing style, tone, and brand voice of your existing descriptions—it will analyze your current copy first and match it, so your catalog reads like one writer wrote it. 2. **Put your guardrails in the request.** Word count, format, reading level, what to highlight, what to avoid—the more direction you give Agent up front, the less editing you do after. “100–150 words, two short paragraphs, end with a reason to buy” beats “write a description”. 3. **Start with a small batch.** Before you ask Agent to write your entire catalog, have it draft descriptions for a handful of products. Review the output, refine your instructions, and *then* open the floodgates. 4. **Cover both description fields.** WooCommerce products have a long description and a short description—ask Agent to write both, with the short version tuned to be punchy and scannable. 5. **Make Agent your editor, too.** Once the writing is done, ask Agent to review your descriptions for typos, inconsistent tone, or missing details. It’s just as good at proofreading your catalog as it is at writing it. ## **More Ways to Generate Content with AI in WordPress** Product descriptions are just the opening act. The same Uncanny Agent requests as well as AI-powered recipes can draft blog posts, generate featured images, write social media captions, and keep your whole content operation moving. If this tutorial got the gears turning, keep going: - [How to Use AI Writing Tools in WordPress: Generate Blog Posts, Images, and Social Content Automatically](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) — This is how you level up your content game. - [The Complete Guide to WordPress Content Automation](https://automatorplugin.com/complete-guide-to-wordpress-content-automation/) — This is how you put your content engine on autopilot. - [The Complete Guide to WooCommerce Automation](https://automatorplugin.com/complete-guide-to-woocommerce-automation/) — Get your WooCommerce store to run more of itself. ## **Conclusion** How’s that blank description box looking now? A lot less intimidating, I bet. Whether you ask Agent to describe a single new product or fill in your whole catalog with one request, you can get on top of your product copywriting needs inside WordPress and affordably. The 16 hours you were going to spend describing candles? Those are yours again. Spend them on new products, new campaigns—or, radical thought, not working. [Get Automator Pro and let your product pages write themselves >>>](https://automatorplugin.com/pricing) What will you do with more time? ## **Frequently Asked Questions** **Is there a free AI product description generator for WordPress?** Uncanny Automator Lite is free, and once you register your account you’ll receive complimentary app credits (credits for using third-party integrations) to try AI-powered automations with providers like OpenAI. Writing and updating WooCommerce product descriptions, though, is Uncanny Agent’s job—and Agent comes with Automator Pro. The upside: Pro’s fixed pricing means unlimited description writing with no usage-based AI bill. **Can I generate product descriptions with AI without a ChatGPT subscription or API key?** Absolutely. That’s exactly what Uncanny Agent is for—it’s Automator’s built-in AI assistant, and it works entirely inside WordPress. No external AI account, no API keys, no configuration, and no usage-based billing. It’s included in Automator Pro’s fixed pricing, so you can generate as much copy as your catalog needs. [Find out why a WordPress-native AI assistant is better than an external LLM >>>](https://automatorplugin.com/uncanny-agent-vs-chatgpt-why-an-ai-wordpress-assistant-wins/) **Which AI models can I use to write WooCommerce product descriptions?** For product descriptions, the AI is built into Uncanny Agent—nothing to choose, connect, or configure. For other AI content workflows (like drafting blog posts or social media copy in your automations), Automator also integrates with [**OpenAI**](https://automatorplugin.com/integration/openai/) (ChatGPT), [**Anthropic**](https://automatorplugin.com/integration/anthropic/) (Claude), [**Google Gemini**](https://automatorplugin.com/integration/gemini/), [**Mistral**](https://automatorplugin.com/integration/mistral/), [**Cohere**](https://automatorplugin.com/integration/cohere/), [**DeepSeek**](https://automatorplugin.com/integration/deepseek/), [**xAI**](https://automatorplugin.com/integration/xai/) (Grok), and [**Perplexity**](https://automatorplugin.com/integration/perplexity/). **Will AI-generated product descriptions hurt my SEO?** Not if you treat the AI as a writer and yourself as the editor. Uncanny Agent grounds every description in your real product data—titles, categories, attributes—so the copy is accurate and unique to each product, and it can match your existing brand voice so your catalog stays consistent. Review the first batches before publishing at scale. Unique, helpful, accurate product copy serves shoppers—and that’s what search engines reward. It’s the thin, empty, and duplicated descriptions that hold stores back. **Can I generate descriptions for hundreds of products at once?** Yes. Ask Uncanny Agent to “write a description for every product in my catalog that doesn’t already have one” and it will work through your entire catalog in one go. You can scope the request however you like—by category, by tag, or just the products with empty description boxes. **How much does it cost to generate AI product descriptions?** It depends on the tool. Standalone AI developer platforms bill you for usage, so costs grow with your catalog. With Uncanny Agent, the cost is simply your Automator Pro license—a fixed price, no matter how much copy you generate. Describing 500 products costs exactly the same as describing five. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Use Cases --- ### [How to Use AI Writing Tools in WordPress: Generate Blog Posts, Images, and Social Content Automatically](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) **Published:** November 5, 2024 **Author:** Brendan Da Costa **Content:** *The only AI writing tool for WordPress you’ll need: generate posts, images, and social content by recipe—or just ask your built-in AI assistant.* **TLDR? Get the highlights:** Combining AI with Uncanny Automator helps you generate better WordPress content faster. With Uncanny Automator’s Uncanny Agent and/or your preferred AI platform, I’ll show you how to: - automate creating blog posts, - generate AI images in an instant, - optimize your SEO with AI insights, - auto-post your WordPress content to social media, and - keep your content fresh. - or skip the setup entirely and just ask **[Uncanny Agent](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/)**, Automator’s built-in AI assistant. All without ever having to leave your WordPress dashboard. I’ve been writing WordPress content for… well, longer than I care to admit. But here’s my secret: I don’t do it alone. Like many content creators today, I use AI writing tools for WordPress to **speed up my workflow, polish my prose, and generate everything** from blog posts and product descriptions to alt text, images, and social content—automatically. In this post, I’ll show you how to leverage AI inside WordPress to write faster and better content **without ever leaving your dashboard**. Ready to see how far a little automation (and a little AI) can take your creativity? Let’s dive in. ## [Uncanny Automator](https://automatorplugin.com/pricing): The Only AI Writing Tool You’ll Need Ever since OpenAI’s ChatGPT emerged from its digital cocoon [in November 2022](https://www.searchenginejournal.com/history-of-chatgpt-timeline/488370/#:~:text=February%207%2C%202023%20%E2%80%93%20Microsoft%20announced,ChatGPT%2Dfunctionality%20in%20their%20applications.), AI writing tools have multiplied faster than a recursive function call without a base case… In other words, very quickly. If you’ve spent any amount of time looking at the different AI plugins for WordPress or exploring AI features in existing plugins, you’re probably a little dizzy from all of the 0s and 1s. *Looking for a good roundup of AI writing assistants?* [*Check out this hands-on comparison article from WPBeginner*](https://www.wpbeginner.com/showcase/best-writing-assistant-software-for-wordpress/)*.* > *“AI tools for WordPress integrate different AI models into your WordPress site to help you generate high-quality content faster. Uncanny Agent, on the other hand, is already inside your WordPress dashboard.”* Each AI content tool has its own set of features. Some are only good for writing product descriptions. Others are best when generating long-form blog content. Still, other AI plugins are narrowly focused on creating page copy. But there is one tool that does it all, from content ideation to production and publication: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). ![Uncanny Automator mascot, U-Bot, sitting at a desk with a laptop and a small potted plant, surrounded by various AI logos, such as OpenAI, Anthropic, Perplexity, Gemini, and Grok amongst others.](https://automatorplugin.com/wp-content/uploads/2025/11/automator-ai-integrations-1024x576.png "automator-ai-integrations") You may already know [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. But, in case you didn’t, the concept is pretty simple: it’s like Zapier for WordPress… only cheaper! (Curious how it stacks up? See our comparison of the [best WordPress automation plugins and tools](https://automatorplugin.com/best-wordpress-automation-plugins-and-tools-compared/).) Using simple combinations of triggers and actions, you can **automate complex workflows that connect all of your favorite apps and plugins**. But when it comes to integrating AI into your WordPress site and workflows, Automator has one key advantage: **Uncanny Agent, the most capable AI assistant for WordPress**. Like any other AI writing tool, Automator can help you **generate copy for your blog posts, landing pages, email campaigns, social media platforms, product descriptions**, and more by connecting your site to external LLMs like OpenAI or Anthropic. However, with Uncanny Agent, you don’t need a separate AI subscription, a developer platform, API keys, or even a visual automation builder to generate content with AI. And text generation is just the start. Between Automator’s AI integrations and Agent, you can: - ask **Agent** to draft, edit, and publish content for you, - connect your WordPress site to your favorite AI model (OpenAI’s **GPT**, **Perplexity**, xAI’s **Grok**, Anthropic’s **Claude**, and many more), - generate images that upload directly into your WordPress media library, - perform sentiment analysis on support tickets, reviews, comments, and more, - streamline customer support with a set of useful hyperlinks, - translate incoming or outgoing text, - automate social media posting, - [reverse content decay](https://automatorplugin.com/reverse-wordpress-content-decay/), - and lots more! In this article, I’m going to show you how to perform just some of those tasks with Automator and your preferred AI platform — and where you can skip the setup and just ask Agent. [**Ready to get the best AI tool for WordPress? Your AI + Automation plan — Uncanny Agent included — just a click away>>>.**](https://www.automatorplugin.com/pricing) Not sure if you’re ready for all that AI power? You can still [**install and activate Automator Lite for FREE**](https://wordpress.org/plugins/uncanny-automator/) (forever). Don’t forget to [**register your account**](https://www.automatorplugin.com/my-account) to receive a limited number of app credits to use with your preferred AI model. This way, you can test out Automator’s awesome AI features **before ever having to reach for your wallet**! ### Prefer to Just Ask? Meet Uncanny Agent The team at Uncanny Owl has made it a priority to expand Automator’s AI capabilities to make this latest technological revolution accessible, affordable, and effective. **Uncanny Agent** is an AI assistant built into Uncanny Automator that can understand your WordPress site, answer questions about it, and complete tasks on your behalf. That includes your content. In the next section, I’ll show you how to build a recipe that drafts a blog post using an external LLM like ChatGPT. But, if you don’t feel like following a step-by-step guide, [upgrade to an Automator Pro license to get access to Uncanny Agent](http://automatorplugin.com/pricing). Instead of clicking your way through a recipe build, simply ask Agent: *“Write a blog post about WordPress automation, generate the featured image in my site’s cartoon style, and then message the draft URL to Brendan in Slack.”* One request; blog post drafted, image generated, content writer notified. So which should you use? Recipes (Automator’s trigger-and-action automations) are perfect for content workflows you want to run on repeat—like the one I’m about to show you. Agent is for the tasks you just want done, on demand. It can even build recipes for you. Learn [what Uncanny Agent is](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/) in our Knowledge Base, or check out [5 things you can ask Uncanny Agent to do](https://automatorplugin.com/using-ai-in-wordpress-5-things-you-can-ask-uncanny-agent/) right now. For repeatable, hands-off content generation, though, nothing beats a recipe. Let’s build one. ## **How to Write a Blog Post With AI in WordPress** Once you have Automator installed and activated on your WordPress site, you can start generating content with AI. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Write a Blog Post with OpenAI”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. [![Grid of WordPress integrations including OptinMonster, Stripe, and Telegram. The user has highlighted the Automator integration "Run now".](https://automatorplugin.com/wp-content/uploads/2024/11/run-now-integration.png "run-now-integration")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select “**Trigger recipe manually**“. **Step 4: Configure Your AI-Written Blog Post** In the *Actions* panel, click **Add action** and select **OpenAI**. [![Grid of Automator integrations for WordPress. The OpenAI integration is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/openai-integration-1024x711.png "openai-integration")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-integration-connected.png) (Note: If you haven’t already connected your preferred AI platform to your WordPress site, simply follow the instructions. Alternatively, you can find [**detailed instructions on how to connect AI platforms to WordPress here**](https://automatorplugin.com/article-categories/wordpress-ai-integrations/).) From the dropdown list that appears, select “**Use a prompt to generate text with the GPT model**“. [![Automator actions dropdown list for OpenAI. The action “Use a prompt to generate text with the GPT model” is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/openai-actions-use-prompt-generate-text-gpt-model-1024x493.png "openai-actions-use-prompt-generate-text-gpt-model")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-use-a-prompt-to-generate-text-with-gpt-1024x475.png) Automator will present you with a form where you can specify the prompt and parameters for the GPT’s response. Just as you can inside the API Platform, you can select the *Model*, *Temperature*, *Maximum length* (in tokens) for your response. - **Model:** Selects the version of AI you’re using, which can impact response quality and complexity. - **Temperature:** Controls the creativity of the response—higher values produce more varied, creative outputs, while lower values are more straightforward and focused. - **Maximum length:** Limits the length of the response; a higher number generates longer responses, while a lower number keeps it brief. Configure a *System message* and *Prompt*. **System Message** You an urban design and architecture writer with Ph.D. in Urban Studies and Planning from MIT, a Master’s in Environmental Design from University of California, Berkeley and a Bachelor’s in Sociology with a focus on Urban Anthropology from New York University. You have worked as a senior urban planner and innovation strategist are known within your professional community for your thought-provoking and interesting views on futurism. You are passionate about design and architecture and the intersection with sustainability and futurism. Your writing style is both accessible and visionary, making complex topics like urban infrastructure and sustainable design relatable. Your approach blends technical rigor with a narrative voice, appealing to readers interested in the societal and environmental implications of urban planning. **Prompt** Write a 1,500-word article on The Future of Urban Design: Imagining Cities 100 Years from Now, as if written by Dr. Lara Chen, a futurist urban design writer with a Ph.D. in Urban Studies and Planning from MIT, a Master’s in Environmental Design from UC Berkeley, and a background in Sociology with a focus on Urban Anthropology. Dr. Chen is a visionary and thought leader on sustainable design, known for blending technical rigor with a narrative voice that makes complex topics accessible. In this article, explore how urban design may evolve over the next century to address challenges like climate change, population density, resource scarcity, and technological advancement. Describe futuristic cityscapes, touching on smart architecture, sustainable energy solutions, green infrastructure, and AI-driven urban systems. Balance technical insights with creative, descriptive imagery to help readers imagine cities of the future, addressing societal and environmental implications. Aim for an accessible, insightful tone that encourages readers to think about how these innovations could shape urban life. Do not include a title for the article in your response. Once you’re finished, click **Save**. This prompt will generate the body of our new blog post. But we still need an eye-catching featured image, an irresistible title, an SEO-friendly excerpt, and some punchy copy to help our content go viral on social media. So, let’s add a few actions to our Automator recipe. ## **How to Generate AI Images in WordPress** **Step 5: Configure Your AI Image** In the *Actions* panel, click **Add action** and select **OpenAI**. From the dropdown list that appears, select either “**Use a prompt to generate an image**” or “**Use a prompt to generate an image with DALL-E**“. [![Dropdown list of OpenAI actions in Uncanny Automator. The user has highlighted two actions that can generate images from a text prompt.](https://automatorplugin.com/wp-content/uploads/2024/11/openai-actions-use-prompt-to-generate-image-1024x475.png "openai-actions-use-prompt-to-generate-image")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-use-a-prompt-to-generate-an-image.png) Automator will present you with a form where you can specify the *Model* and *Size*. For example, we have selected the model DALL-E 3 HD and the image size that best suits our layout and theme, 1792×1024. Next, write a prompt that would generate a featured image that is in-keeping with your brand and the subject matter of your blog post. **Prompt for AI Image** Create a highly detailed, photorealistic image of a futuristic cityscape 100 years from now, showcasing sustainable and innovative urban design. Include tall, sleek skyscrapers integrated with lush vertical gardens, solar panels, and wind turbines on rooftops. The city should feature green infrastructure such as rooftop parks, pedestrian-friendly pathways, and tree-lined walkways. Include automated vehicles on the streets and an elevated public transport system. The overall aesthetic should be modern, eco-friendly, and serene, with abundant natural light and a balanced blend of technology and nature. Capture a sense of harmony between architecture and the environment, reflecting a sustainable future for urban living. Once you’re finished, click **Save**. Want to know more about creating AI images in WordPress with Automator? [**Click here to read our guide or click the image belo**](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/)**[w](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/)**[**>>>**](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/). [![auto-generate-ai-images-for-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/03/auto-generate-ai-images-for-wordpress-featured-image.jpg "auto-generate-ai-images-for-wordpress-featured-image")](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) [AI Images for WordPressLearn how to generate eye-catching images for WordPress with DALL•E](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) ## **AI-Powered SEO for WordPress (Titles, Excerpts, and More)** With the actions that we’ve configured so far, we have the body of our blog post and what is guaranteed to be an eye-popping image. Now we just need to put the finishing touches on our blog post with an SEO-friendly title and excerpt. **Step 6: Configure Your SEO Title** In the *Actions* panel, click **Add action** and select **OpenAI**. From the dropdown list that appears, select *Generate an SEO title with GPT-4*. [![Dropdown list of OpenAI actions in Uncanny Automator. The user has highlighted the action "Generate an SEO title with GPT-4".](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-generate-seo-title-with-gpt-1024x479.png "openai-action-generate-seo-title-with-gpt")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-generate-an-seo-title.png) Automator will present you with a *Content* field that OpenAI will then analyze to generate an appropriate, SEO-friendly title. We’re going to fill out this field using a *token*—but these tokens are slightly different from OpenAI’s tokens. Within Automator, a token represents dynamic data pulled from your WordPress site or from within recipes. In this case, we will select the token that represents the content that we had OpenAI generate in our first action. To use tokens in Automator, click the **Asterisk** in a field and select the corresponding token. For example, we have selected the “Response” token from our first OpenAI action. [![openai-generate-text-response-token](https://automatorplugin.com/wp-content/uploads/2024/11/openai-generate-text-response-token.gif "openai-generate-text-response-token")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-generate-text-response-token.gif) (Note: In any recipe with more than one action, Automator will assign each action with a number. In recipes such as this one with multiple actions from the same integration, you can easily identify actions by their given number.) Once you’re finished, click **Save**. **Step 7: Configure Your Excerpt** In the *Actions* panel, click **Add action** and select **OpenAI**. From the dropdown list that appears, select *Generate an excerpt with GPT-4*. [![Dropdown list of OpenAI actions in Uncanny Automator. The user has highlighted the action "Generate an an excerpt with GPT-4".](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-generate-excerpt-with-gpt-4-1024x479.png "openai-action-generate-excerpt-with-gpt-4")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-generate-an-excerpt.png) Once again, Automator will present you with a *Content* field as well as a *Maximum length* field. Fill out the *Content* field using the “Response” token from the first OpenAI action and determine the maximum length of the excerpt in words. (Note: WordPress limits excerpt length to 55 words.) Once you’re finished, click **Save**. ## **How to Publish WordPress Posts With AI Writing Tools** You’re just a few quick steps away from publishing a WordPress blog post with AI. Now that we have all of the AI-generated content that we need, it’s time to create our blog post. **Step 8: Configure Your WordPress Action(s)** In the *Actions* panel, click **Add action** and select **WordPress**. [![Grid of integration icons for Uncanny Automator. The WordPress icon is highlighted, showing that it has been selected.](https://automatorplugin.com/wp-content/uploads/2025/09/wordpress-integration.png "wordpress-integration")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) From the dropdown list that appears select “**Create a post**“. [![Dropdown list of WordPress actions in Uncanny Automator. The user has highlighted the action "Create a post".](https://automatorplugin.com/wp-content/uploads/2024/11/wordpress-action-create-post-1024x479.png "wordpress-action-create-post")](https://automatorplugin.com/wp-content/uploads/2024/11/wordpress-action-create-a-post.png) Automator will present you with a form to configure your new post. As you would from your WordPress Admin Dashboard, select the post *Type*, *Taxonomies*, etc. (Note: We recommend setting the *Status* of your new blog post to “Draft” so that you can review and edit the AI-generated content before publishing it.) You can now fill out the *Title*, *Content*, *Excerpt*, and *Featured Image* fields using tokens from each of our OpenAI actions. [![create-a-post-action-fields-with-opanai-action-tokens](https://automatorplugin.com/wp-content/uploads/2024/11/create-a-post-action-fields-with-opanai-action-tokens-630x1024.png "create-a-post-action-fields-with-opanai-action-tokens")](https://automatorplugin.com/wp-content/uploads/2024/11/create-a-post-action-fields-with-opanai-action-tokens.png) Once you’re finished, click **Save**. Your recipe should now look something like this: [![write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe-980x1024.png "write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe-980x1024.png) (Note: I have shortened the prompts in this image strictly for illustrative purposes. The Automator recipe editor will display the full text of your OpenAI prompts for convenience.) **Step 9: Write With AI!** You’re just about ready to write your first blog post totally using AI. All you have to do is click **Run now** and kick your feet up as Automator and OpenAI do the work for you! [![write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe-run-now](https://automatorplugin.com/wp-content/uploads/2024/11/write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe-run-now-980x1024.png "write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe-run-now")](https://automatorplugin.com/wp-content/uploads/2024/11/write-a-blog-post-with-ai-writing-tool-for-wordpress-recipe-run-now-980x1024.png) Eager to see what your new AI writing tool produced? Once the recipe is complete, head to your *Posts* and check it out. After reviewing our own AI-generated content, editing here and there and adding some additional images, this is our published blog post: [![ai-generate-blog-post-for-wordpress-1](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-1.png "ai-generate-blog-post-for-wordpress-1")](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-1.png) [![ai-generate-blog-post-for-wordpress-2](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-2.png "ai-generate-blog-post-for-wordpress-2")](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-2.png) [![ai-generate-blog-post-for-wordpress-3](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-3.png "ai-generate-blog-post-for-wordpress-3")](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-3.png) [![](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-4.png)](https://automatorplugin.com/wp-content/uploads/2024/11/ai-generate-blog-post-for-wordpress-4.png) Now that your blog post is live, it’s time to promote it across all of your platforms. And, of course, Automator can help with that too. ## **Using AI Writing Tools for WordPress to Automate Social Media Posts** Whether it’s a new blog post, product, or event, publishing your WordPress content is just the beginning. The real work is getting it in front of your audience. Promoting content on social media is essential. But it’s also remarkably time-consuming—and, frankly, tedious. Crafting the perfect Instagram caption, creating a concise and engaging tweet, adding the relevant hashtags, editing the images, and then doing it all over again for each post… every day? No, thank you. Thankfully—and, by now, you might not be surprised to hear this—there’s an AI tool for WordPress that can simplify your social media posting. Yes, you guessed it: Uncanny Automator. The minute I clicked “Publish” on my blog post, another Automator recipe generated excerpts for Instagram and X. Simply by publishing my post on my website, my content went out across all of my chosen channels. [![automator-social-media-integrations](https://automatorplugin.com/wp-content/uploads/2024/10/automator-social-media-integrations.jpg "automator-social-media-integrations")](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) [AI-Powered Social Media PostingLearn how to automatically share your latest WordPress posts on social media](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) With just a few clicks, your social media channels can be buzzing with AI-crafted captions that capture attention and drive traffic—all for pennies. So, if you’re ready to leave the days of tedious social posting in the past, dive deeper into Automator’s powerful social media integrations. Check out our full guide and start turning posts into traffic. ## **Keep Your Content Evergreen** Hopefully, now, you’re ready to start generating tons of great content for your audience with the help of AI. But how do you stay on top of it all? Managing your content is just as important as writing it. But, when you’ve got hundreds (or thousands) of posts and product descriptions to update, managing your content is a full-time job. Using Automator’s **Schedule** integration and the research and SEO powers of AI integrations like Perplexity and Google’s Gemini, you can keep your current content fresh and up to date. [![Automator mascot, U-Bot, pointing at a laptop screen with a heart and circular arrows, symbolizing content refresh. Text on the left reads ‘How To Automatically Reverse WordPress Content Decay’ against a blue background.](https://automatorplugin.com/wp-content/uploads/2025/11/automatically-reverse-wordpress-content-decay-featured-image.png "automatically-reverse-wordpress-content-decay-featured-image")](https://automatorplugin.com/reverse-wordpress-content-decay/) [Reverse Content DecayLearn how automation can help you keep your posts evergreen](https://automatorplugin.com/reverse-wordpress-content-decay/) ## **More AI Tools for WordPress** By now, you’ve seen how Uncanny Automator can transform your WordPress content creation, but the magic doesn’t stop with blog posts and social media. Automator’s OpenAI integration brings an entire toolkit of AI-powered features to WordPress, turning your site into a dynamic, automated powerhouse. **Sentiment Analysis** Ever wonder how your audience feels about your content? Or maybe you’re not sure that your latest email campaign is striking the right tone. [![Dropdown list of OpenAI actions in Uncanny Automator. The user has highlighted the action "Analyze sentiment with GPT-4".](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-analyze-sentiment-1024x477.png "openai-action-analyze-sentiment")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-sentiment-analysis.png) With AI-powered sentiment analysis, Automator can evaluate comments, support tickets, or feedback forms, giving you insight into customer sentiment in real-time. Imagine being able to spot a rising trend in positive comments on a new product—or catch negative feedback before it impacts your brand. With Automator’s AI-powered sentiment analysis, your site doesn’t just listen; it understands. **AI-Powered Customer Support** We’ve all been there: customer support inboxes can feel endless. But what if your WordPress site could do some of the heavy lifting? Automator’s OpenAI integration lets you create automated responses for common inquiries, offering quick, helpful answers to customers and directing them to the relevant resources. [![Dropdown list of OpenAI actions in Uncanny Automator. The user has highlighted the action "Create a list of links that might help resolve a customer request with GPT-4".](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-create-list-of-links-to-resolve-customer-request-1024x477.png "openai-action-create-list-of-links-to-resolve-customer-request")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-customer-support.png) With just a few configurations, you can set up Automator to handle those repetitive requests, allowing you to focus on the cases that need a personal touch. **Proofreading and Editing** Writing great content is only part of the equation—making sure it’s polished and error-free is the next challenge. Automator’s proofreading and editing tools can scan your text for grammar, punctuation, and flow, so you can publish with confidence. [![Dropdown list of OpenAI actions in Uncanny Automator. The user has highlighted the action "Correct spelling and grammar with GPT-4".](https://automatorplugin.com/wp-content/uploads/2024/11/openai-actions-correct-spelling-grammar-1024x480.png "openai-actions-correct-spelling-grammar")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-correct-spelling-and-grammar-1024x434.png) Whether it’s a blog post, a product description, or a promotional email, Automator helps your content go from draft to polished in seconds. With these additional AI tools, Uncanny Automator is more than just an automation plugin—it’s your WordPress sidekick, here to streamline tasks you didn’t even know you could automate. [**Ready to see the difference AI can make? Unlock these powerful tools today and let Automator take your WordPress site to the next level>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **What is the best AI writing tool for WordPress?** Uncanny Automator is the best AI writing tool for WordPress because it gives you two ways to create content. Uncanny Agent, its built-in AI assistant, lets you draft, edit, and publish content by simply asking—no separate AI subscription or API keys required. Also, as an integration platform, Automator can connect your site to LLMs like OpenAI’s GPT, Anthropic’s Claude, and Google’s Gemini to generate blog posts, captions, and SEO-friendly titles automatically. **What is the easiest way to generate AI content in WordPress?** The easiest way to generate AI content in WordPress is to ask an AI assistant that already lives inside your dashboard. Uncanny Agent, the AI assistant built into Uncanny Automator, understands your site—so a request like “write a blog post about spring gardening tips and generate a featured image” gets drafted right in WordPress, ready for you to review and publish. **Can WordPress write blog posts automatically with AI?** Yes. With an AI writing tool like Uncanny Automator, you can build a recipe (a trigger-and-action automation) that generates a blog post, featured image, SEO title, and excerpt, then publishes or drafts it—on a schedule or in response to site events. For one-off posts, you can skip the setup and simply ask Uncanny Agent, Automator’s built-in AI assistant. **How much does it cost to use an AI writing tool in WordPress?** Costs depend on the tool and how much content you create. Uncanny Agent—Automator’s built-in AI assistant—is included in all AI + Automation plans, starting at just $25/month. With Agent, your costs won’t vary. If you prefer to use an external LLM, OpenAI’s ChatGPT or Anthropic’s Claude for example, then expect API charges per token (a unit of text). With external AI platforms, generating a blog post and its social media content typically costs around $0.15 to $0.20. **Is there a free AI writing tool for WordPress?** Yes! Uncanny Automator Lite is free on the WordPress plugin repository. It includes a variety of automation features plus a handful of app credits (credits for using third-party integrations), so you can try out all of Automator’s [253 integrations](https://www.automatorplugin.com/integrations)—including AI content generation—at no cost. **Does AI-generated content impact SEO?** AI-generated content can help or hurt SEO depending on how you use it. Search engines reward helpful, relevant, original content—regardless of whether a human or an AI drafted it. An AI writing tool like Uncanny Automator supports good SEO by generating keyword-rich titles, meta descriptions, and excerpts, and by keeping older content fresh to reverse content decay. Always review AI drafts before publishing. **How do I automate social media posts from WordPress with AI?** Use an AI writing tool like Uncanny Automator to connect WordPress to your social channels. A recipe (a trigger-and-action automation) can detect when you publish a post, generate captions tailored to platforms like Instagram and X/Twitter, and share them automatically—keeping your channels active without constant manual input. **What are the benefits of using AI writing tools for WordPress?** AI writing tools for WordPress save time, reduce costs, improve content consistency, and help you scale output. A tool like Uncanny Automator adds two more: automation, so content generation runs hands-free on triggers and schedules, and Uncanny Agent, a built-in AI assistant that completes content tasks the moment you ask—freeing you up for other business priorities. ## **Conclusion** And there you have it! With Uncanny Automator’s AI integrations and Uncanny Agent, your built-in AI assistant, turning WordPress into an automated content machine has never been easier—or more affordable. From blog posts and images to social media and SEO, AI-powered tools are here to save you time, boost engagement, and let you focus on what you do best. Build a recipe for the content you publish on repeat, or just ask Agent when something needs to get done—Automator handles both. [**If you haven’t already, grab an AI + Automation plan—Uncanny Agent included—unlock these incredible features, and start creating content that practically writes itself >>>.**](https://www.automatorplugin.com/pricing) What will you do with more time? ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Uncanny Agent Now Includes Monthly Usage — At No Extra Cost](https://automatorplugin.com/uncanny-agent-now-includes-monthly-usage/) **Published:** July 16, 2026 **Author:** Brendan Da Costa **Content:** *Every AI + Automation license just got a standing monthly allowance of Uncanny Agent usage, on top of the annual usage it already includes. Same price. Same terms. More AI.* Today we’re making a change to every Uncanny Automator AI + Automation license—and for once, “a change to your plan” is purely good news. Starting now, every AI + Automation license (Basic, Plus, and Elite) includes **monthly usage**: a fresh allotment of Uncanny Agent usage that refills every month. It’s added on top of the annual usage your license already includes. Your price doesn’t change. Your terms don’t change. You just get more. ## **Two kinds of usage, one simple idea** Your AI + Automation license now includes two usage pools that work together: - **Monthly usage** refills every month, according to your billing cycle. It’s your everyday allowance—for building recipes, drafting content, surfacing site data, troubleshooting plugin conflicts, and whatever else you hand to Agent in a normal week. It resets each cycle and doesn’t roll over, so there’s no reason to ration it. Use it up. More is always coming. - **Anytime usage** is the annual allotment you already know. Nothing about it changes. Think of it as your reserve: it’s there for the big projects, the heavy seasonal workloads, or those random months when everything seems to happen all at once. In practice, the two pools give you a simple rhythm: spend your monthly allowance freely, and your Anytime balance stays intact for when you genuinely need it. No more treating your AI assistant like an overpowered benchwarmer. For the full mechanics—how the pools draw down, what happens at renewal, how to check your balances—see our knowledge base article: *Monthly Usage vs. Anytime Usage, Explained*. ## **Why we’re doing this** Here’s the honest answer: **we think you should run out of steam before your AI assistant does.** Most WordPress professionals we talk to are paying for at least one standalone AI subscription—ChatGPT Plus, Claude Pro, or similar—alongside their Automator license. Those tools are impressive. They’re also strangers to your website. Without a detailed (read: tedious) prompt, they don’t know which plugins you’re using, what custom CSS you’re working with, what your product catalog looks like, or even which theme you’re using. Uncanny Agent, on the other hand, lives inside WordPress. It builds working recipes from a plain-English description. It knows your integrations. It acts on your site instead of talking about it. The one thing holding it back from being your *primary* AI assistant was the psychology of an annual allotment. When usage only arrives once a year, people ration it—saving it for special occasions while their monthly-billed chatbot handles the daily work. Monthly usage removes that hesitation. Your allowance renews every single month, just like the subscription it’s built to replace. *Want a full comparison between Uncanny Agent and ChatGPT?* [*Find out why an AI plugin for WordPress beats an external platform >>>*](https://automatorplugin.com/uncanny-agent-vs-chatgpt-why-an-ai-wordpress-assistant-wins/) ## **The math, if you’re keeping score** We like to think that we know our users and we’re betting that you’re running the numbers as we speak. Here’s just a quick cost comparison: **Annual cost****Works inside WordPress?** ChatGPT Plus$240/yearNoClaude Pro$200/yearNo**Upgrading Legacy Basic → AI + Automation Basic****$101/year****Yes**Upgrading Legacy Plus → AI + Automation Plus$131/yearYesUpgrading Legacy Elite → AI + Automation Elite$121/yearYesEvery upgrade path costs **at least $109/year less than ChatGPT Plus**—and ChatGPT doesn’t have an automation engine behind it. If you hold a Legacy Automator license, moving up to the equivalent AI + Automation tier will cost the difference—starting at about **$8.40 per month**. That’s less than half the cost of ChatGPT Plus, for an AI assistant that can actually touch your site—and it now comes with usage that refills every month. ## **One assistant, on your site, on tap** The gap between “an AI you visit” and “an AI that works where you work” keeps widening. A chatbot in a browser tab can advise you about your WordPress site; an assistant inside it can surface your actual data, build real recipes, draft emails directly inside of those recipes, and a whole lot more. Monthly usage is our way of closing the last gap—making sure the assistant that can do the most for your site is also the one you never hesitate to use. Uncanny Agent is now more capable with more capacity—what will you do with all that power? [**Get started with Uncanny Agent →**](http://automatorplugin.com/pricing) *p.s., Sign up for our mailing list and keep an eye on our blog and social media over the next couple of weeks.* ***We’re about to give your monthly allowance something big to work on.*** ## **Frequently asked questions** **Can I replace my ChatGPT subscription with Uncanny Automator?** For your WordPress work, yes—that’s exactly what monthly usage is designed for. Every AI + Automation license includes Uncanny Agent, an AI assistant built into WordPress that creates automations, drafts content, surfaces site data, and much more with usage that refills every month. If most of your AI subscription goes toward running your website or business, an AI + Automation license covers that work at a fraction of the cost—and does things a standalone chatbot can’t, because it works inside your site rather than beside it. **Which AI plugin for WordPress has the most usage?** Exact usage numbers aren’t made publicly available by WordPress AI plugins, so direct comparisons aren’t possible. What we can tell you is that Uncanny Automator’s combination of monthly and Anytime usage is enough for the overwhelming majority of WordPress site owners and developers—and for particularly heavy AI users, higher-tier plans and usage packs are available. **Which Uncanny Automator licenses include monthly usage?** All AI + Automation licenses—Basic, Plus, and Elite—include monthly usage alongside their annual Anytime usage. As soon as you activate your license, Uncanny Agent will be live in your WordPress dashboard with all usage available. Legacy Automator licenses don’t include Uncanny Agent usage, but upgrading to any AI + Automation tier costs just the difference in license price. If you received access to Uncanny Agent as part of a promotion, monthly usage is not included. **Does unused monthly usage roll over?** No. Monthly usage resets on your billing date each month, whether you’ve used it or not. That’s by design—it’s your everyday allowance, meant to be spent freely. Your Anytime usage is the pool that persists, serving as your reserve for bigger projects throughout the year. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News --- ### [Automate WordPress Admin Tasks: 75+ New Site Management Triggers and Actions in Uncanny Automator](https://automatorplugin.com/automate-wordpress-admin-tasks/) **Published:** June 25, 2026 **Author:** Brendan Da Costa **Content:** *Automate WordPress admin tasks with Automator 7.3: schedule plugin updates, automate site health reports, and hand off the day-to-day of site maintenance to AI.* **TLDR? Get the highlights:** - **WP Admin actions (Pro)**: install, activate and update plugins, switch themes, clear caches, manage cron events, and more—all from within recipes. - **WP Multisite (Pro, Plus tier and up)**: 11 triggers and 16 actions for creating subsites, managing network plugins and monitoring super admin access - **23 new WordPress Core actions in Automator Lite**: menus, media library, taxonomy terms, comments, post meta, and password reset links—automated for free - **Generator and QR Code actions (Pro)**: UUIDs, random numbers, slugs, and Wi-Fi/vCard/calendar QR codes on demand - One recipe can now run your entire weekly maintenance routine [**Put your wp-admin on autopilot with Automator Pro >>>**](http://automatorplugin.com/pricing) Every WordPress site charges a quiet tax. Plugin updates. Cache clears. Menu edits. Comment moderation. Media cleanup. None of that is necessarily hard—it’s just *constant and relentless*, and it scales with every site you manage. Uncanny Automator 7.3.0 is the update that eliminates that hidden tax on your time. This release adds more than 75 triggers and actions aimed squarely at WordPress site management, making WordPress the easiest CMS to automate and run day to day. It’s time to start automating the WordPress admin tasks you’ve been doing by hand for years. ## **Automate WordPress Admin Tasks with the New WP Admin Actions (Pro)** The new [**WP Admin**](https://automatorplugin.com/integration/wp-admin/) actions in Automator Pro read like a site manager’s to-do list: - Install, activate, deactivate and **update plugins** - Switch the active theme - Clear a cache type - Schedule and unschedule cron events - Get, set and delete site options - Resave permalinks - Get the site health info - Set the site name, tagline, reading settings, date/time formats, search engine visibility and customizer CSS Combine these with Automator’s Schedule integration (recipes that run on recurring intervals) and your maintenance routine becomes an automated workflow. Plugin updates run on your schedule, the cache clears itself afterward, and a site health report lands in your inbox—while you do literally anything else. [![Uncanny Automator recipe scheduled to run every Monday at 9:00 AM that gets WordPress site health info and emails it to the admin email, with all steps set to Live.](https://automatorplugin.com/wp-content/uploads/2026/06/schedule-trigger-wp-admin-site-health-info-email-1024x821.png "schedule-trigger-wp-admin-site-health-info-email")](https://automatorplugin.com/wp-content/uploads/2026/06/schedule-trigger-wp-admin-site-health-info-email.png) (Note: actions that modify plugins and themes are powerful. We recommend testing recipes like these on a staging site first.) ## **WP Multisite: Network Automation (Pro, Plus Tier and Up)** If you run a network, 7.3.0 is a milestone: **11 triggers and 16 actions for** [**WP Multisite**](https://automatorplugin.com/integration/wordpress-multisite/). Triggers can now fire when: - a site is created or deleted, - a subsite is activated, archived or deactivated, - a plugin is network-activated, or - a user is granted—or stripped of—super admin privileges. And the actions you can now automate let you: - create subsites with a domain path, - activate and archive subsites, - manage network plugins, - set options on specific subsites, - change user roles on subsites, and - grant or revoke super admin access. Two use cases we think users will love: - **Site-as-a-service (perfect for whitelabeling):** a customer completes a purchase → Automator creates their subsite, assigns their role and sends a welcome email with their login link. A storefront that provisions itself. - **Network security watch:** a user is granted super admin privileges → your team gets an instant Slack alert. If that grant wasn’t planned, you’ll know in seconds. (Note: Multisite support requires the Multisite addon, included with Automator Pro – Plus and Elite plans.) [**Automate your whole network with Automator Pro – Plus >>>**](http://automatorplugin.com/pricing) ## **23 New WordPress Core Actions — Free in Automator Lite** Not a Pro user yet? This release still has lots to help you manage your WordPress site. **Automator Lite gains 23 new WordPress Core actions**, including: - **Menus:** add a menu, add/update/delete menu items, rename menus, assign a menu to a location - **Media library:** add, get, update and delete media items - **Taxonomies:** create, update and delete terms - **Comments:** set a comment’s status or delete it - **Post meta:** get values, delete keys, set post passwords, restore posts from trash - **Users:** generate a password reset link These new actions unlock workflows that used to require custom code or lots of tedious clicking and tab hopping. Published a new page? Improving your internal linking? Having a sale? Automatically update your primary navigation menu. Did AI flag a comment as spam? Set a recipe to automatically delete it. ## **Generator and QR Code Actions (Pro)** Two small integrations with outsized usefulness round out the 7.3.0 release. ![](https://automatorplugin.com/wp-content/uploads/2024/03/generator-icon.svg "generator-icon") **Generator** actions produce a UUID, a random number between a minimum and maximum, or a URL-friendly slug from text—handy for reference codes, giveaway draws, and clean URLs inside any recipe. ![](https://automatorplugin.com/wp-content/uploads/2024/03/qr-code-icon-1.svg "qr-code-icon") Since the 5.6 release, Automator’s **QR Code** generator has been one of the most flexible integrations. With the 7.3 release, however, it’s getting even more flexible to match your needs. You can now generate QR codes that encode: - calendar events - contact links - wi-fi - vCards Someone registers for your event? Their confirmation email can include a calendar QR code that adds the event to their phone in one scan. New team member added to your staff directory? Get them onboarded with a vCard QR code, generated automatically. And for the power users: Automator Pro can now **execute a shortcode** as a recipe action—if a plugin exposes functionality through a shortcode, your recipes can run it. ## **What You Can Build: The Self-Maintaining Site** Automating your WordPress site doesn’t mean creating one giant recipe that handles everything. Instead, to get the most out of the 7.3 release, we recommend creating lots of small, focused recipes that each handle a chore you’d otherwise do by hand. We’ve already looked at scheduled site health reports and AI-moderated comment approvals. Here are just a few more recipes to help you get more out of this latest release: **1. Cache that clears itself when content changes.** Clear your cache to keep your site’s content fresh and relevant. ![Uncanny Automator recipe that clears the object cache when a WordPress page is updated, with trigger and action set to Live.](https://automatorplugin.com/wp-content/uploads/2026/06/post-updated-clear-object-cache-1024x781.png "post-updated-clear-object-cache") Visitors see your latest content the moment you hit “Update” so they get the latest and most accurate information—and so they don’t see that typo you missed! **2. Keep your site nav fresh with menu actions** Site navigation is one of those small changes that can make big differences to your site’s health and user experience. It’s also one of those tasks that’s easy to forget about. Automator’s new menu actions, however, can turn your site’s menus into powerful marketing, SEO, and even operational tools. ![Uncanny Automator recipe that adds a 'Classic University Sweater (Back in Stock!)' item to the Main Menu when the WooCommerce product is restocked.](https://automatorplugin.com/wp-content/uploads/2026/06/woocom-back-in-stock-add-menu-item-1024x663.webp "woocom-back-in-stock-add-menu-item") Got an item back in stock? Have Automator add the product link to your main menu to let returning customers know. Planning a new event or conference? Create an entirely new menu from the pages you create for your event and add it to a new location. The possibilities are endless—the navigation just got easier. **3. Get AI to help with WordPress site maintenance** Not sure where you should start? AI can help even non-developers with WordPress site maintenance. Ask Uncanny Agent, “What recipes should I build with the new WP Admin triggers and actions from the 7.3 release? Which ones would benefit my site most?” ![Uncanny Agent chat recommending six recipes to build with the new WP Admin triggers and actions in Automator 7.3, including a plugin update audit log, site health monitor, post-update permalink flush, theme change alerts, maintenance mode automation, and dev environment setup.](https://automatorplugin.com/wp-content/uploads/2026/06/ask-agent-site-maintenance.gif "ask-agent-site-maintenance") Agent will take a look at your site—your active plugins, your existing recipes, your most common workflows—and give you some personalized recommendations. ## **Available Now** The WordPress Core actions are in Uncanny Automator 7.3.0. The WP Admin, Generator, QR Code and shortcode actions ship with [Automator Pro](https://automatorplugin.com/pricing/), and Multisite automation is included with Pro – Plus and Elite plans. Your wp-admin has been waiting for this. [**Stop managing WordPress by hand. Get Automator Pro >>>**](http://automatorplugin.com/pricing) What will you do with more time? ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator 7.3: Automate Events, Donations, Wishlists, and More](https://automatorplugin.com/uncanny-automator-7-3/) **Published:** June 19, 2026 **Author:** Brendan Da Costa **Content:** *Is this our biggest release yet? Uncanny Automator 7.3.0 adds SaveTo Wishlist plus 100+ new triggers and actions for The Events Calendar, Charitable, Popup Maker, and more.* **TLDR? Get the highlights:** - **SaveTo Wishlist** joins Automator as a brand-new integration—including back-in-stock and on-sale triggers for wishlist products in Pro - **The Events Calendar** gets full lifecycle automation: venues, organizers, check-ins, RSVPs, waitlists, and recurring events - **Charitable** support gets expanded—off-site donation triggers and powerful new donor management actions - New triggers for **Popup Maker**, **Groundhogg** and **FluentCommunity**, plus custom field automation for **ACF**, **JetEngine** and **Meta Box** - **Asana and GitHub** integrations are now available in Automator Lite [**Update to 7.3.0 and put your newest plugins on autopilot >>>**](https://www.automatorplugin.com/pricing) Uncanny Automator 7.3 is one of our biggest releases yet. It’s a release that’s so big, we had to [split it into two separate blog posts](http://post) just to scratch the surface. This release keeps everything you love and adds one new integration and more than 100 new triggers and actions across events, fundraising, ecommerce, marketing, and custom fields. Let’s dig into what’s new. ## **New Integration: SaveTo Wishlist** Wishlists are where purchase intent goes to wait… and wait, and wait. With our new [**SaveTo Wishlist**](https://automatorplugin.com/integration/saveto-wishlist/) integration, however, Automator can help you turn intent into action—automated actions! In [Automator Lite](https://wordpress.org/plugins/uncanny-automator/), recipes can now fire when: - A user creates a wishlist or adds a product to one - A user moves a product from their wishlist to their cart - A guest wishlist syncs to a user account on login Automator Pro adds more triggers for more conversion-focused users: - A product in a wishlist is back in stock - A product in a wishlist goes on sale - A user purchases a product from their wishlist Pair the back-in-stock trigger with any of Automator’s CRM integrations—or even native email integration—and every shopper who wishlisted a sold-out product gets an automatic “It’s back!” email. [![Uncanny Automator recipe that sends a back-in-stock email when the Automator University Sweater (Premium) returns to stock, using a SaveTo Wishlist trigger and a user loop filtered to non-administrators whose wishlist contains the product.](https://automatorplugin.com/wp-content/uploads/2026/06/automator-back-in-stock-notification-837x1024.webp "automator-back-in-stock-notification")](https://automatorplugin.com/wp-content/uploads/2026/06/automator-back-in-stock-notification.webp) Pro also includes wishlist management actions: - share a wishlist, - grant edit permissions, - move products between wishlists, and more. [![Dropdown list of actions for Automator’s SaveTo Wishlist integration. Actions include “Delete a wishlist”, “Share a wishlist”, “Move a product from a wishlist to another wishlist”, and more.](https://automatorplugin.com/wp-content/uploads/2026/06/save-to-wishlist-actions.gif "save-to-wishlist-actions")](https://automatorplugin.com/wp-content/uploads/2026/06/save-to-wishlist-actions.gif) [**Turn wishlists into revenue with Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **The Events Calendar: Full Event Lifecycle Automation** From registration to post-event follow-up, [**The Events Calendar**](https://automatorplugin.com/integration/the-events-calendar/) integration just made it that much easier for you to get that standing ovation. In Automator Lite, you can now trigger recipes when: - venues and organizers are created or updated, - events are linked to related posts, - attendees check in, and - tickets are added or removed, or RSVP tickets are generated (via **Event Tickets**) On the action side, your event automations can now create, update, and delete events. In addition, we’ve added actions to create venues and organizers, and even check in attendees automatically. Imagine tracking event attendance in real time from something as simple as page visits or something as sophisticated as QR code scans. Automator Pro extends these powerful new event automation features to **Event Tickets Plus** and **Events Calendar Pro**: - Waitlist triggers and actions: a user joins the waitlist, is promoted from it, or is notified—and recipes can add or promote waitlist subscribers - Attendee triggers for tickets purchased via WooCommerce or Easy Digital Downloads - Recurring event and duplicated event triggers Picture it: an attendee checks in for your event and Automator issues their certificate, logs the check-in to Google Sheets, and tags them in your CRM. Or a spot opens up and your waitlist promotes itself while you’re at lunch. The bridge between in-person events and your online eLearning, eCommerce, or membership platform is complete. [![Uncanny Automator recipe that marks the LearnDash topic NY Automation Conference complete for a user when they check in for the New York event in The Events Calendar, with trigger and action set to Live.](https://automatorplugin.com/wp-content/uploads/2026/06/events-calendar-check-in-learndash-topic-completion-1024x754.webp "events-calendar-check-in-learndash-topic-completion")](https://automatorplugin.com/wp-content/uploads/2026/06/events-calendar-check-in-learndash-topic-completion.webp) [*Want to see what end-to-end event automation looks like? Read our complete guide to event automation >>>*](https://automatorplugin.com/complete-guide-to-wordpress-webinar-event-automation/) ## **Charitable: Automation for Nonprofits** New [**Charitable**](https://automatorplugin.com/integration/charitable/) support in 7.3 covers the full donor journey for those fundraising projects and nonprofit organizations that need to run lean. Automator Lite triggers include: - a donation being completed or refunded, - a campaign ending or reaching its goal, and - a donor being created. Lite actions let recipes create donors, record offline donations, update donation statuses, and tag donors. Naturally, Automator Pro goes deeper with new triggers and actions meant to help you keep track of your donations across payment gateways and accounting software: - Stripe and PayPal webhook triggers, - recurring donation status changes, - donor consent and email verification triggers, and - donor management actions (link a donor to a WordPress user, update addresses and social links, and more). ## **Popup Maker, Groundhogg and FluentCommunity** Three marketing and community favorites also got attention in 7.3.0: - [**Popup Maker**](https://automatorplugin.com/integration/popup-maker/) (Lite): trigger recipes when a popup is opened, a conversion is recorded, or a form—including newsletter forms—is submitted in a popup. Your popups can now do more than collect emails; they can kick off entire workflows. [![Uncanny Automator Popup Maker trigger selection showing four options: a conversion recorded on a popup, a form provider submitted in a popup, a newsletter form submitted in a popup, and a popup is opened.](https://automatorplugin.com/wp-content/uploads/2026/06/popup-maker-everyone-triggers-1024x736.webp "popup-maker-everyone-triggers")](https://automatorplugin.com/wp-content/uploads/2026/06/popup-maker-everyone-triggers.webp) - [**Groundhogg**](https://automatorplugin.com/integration/groundhogg/): Pro adds triggers for email opens and clicks, contact creation, opt-in status changes, tasks and flow steps. Lite adds an “add a note to a contact” action, and the create-or-update contact action now supports address fields and custom properties. [![Uncanny Automator recipe that creates a Google Sheets row when a Groundhogg contact opens the Black Friday Sale email, with trigger and action set to Live.](https://automatorplugin.com/wp-content/uploads/2026/06/groundhogg-contact-opens-email-google-sheets-create-row-1024x786.webp "groundhogg-contact-opens-email-google-sheets-create-row")](https://automatorplugin.com/wp-content/uploads/2026/06/groundhogg-contact-opens-email-google-sheets-create-row.webp) - [**FluentCommunity**](https://automatorplugin.com/integration/fluentcommunity/) (Lite): new quiz triggers—completion, pass/fail, and score thresholds—so course quizzes can drive badges, follow-up emails or enrollments. ## **Custom Fields: ACF, JetEngine, and Meta Box (Pro)** For the data modelers among us, Automator Pro expands the triggers and actions available for everyone’s favorite custom field plugins: [**Advanced Custom Fields**](https://automatorplugin.com/integration/advanced-custom-fields/), [**JetEngine**](https://automatorplugin.com/integration/jetengine/), and [**Meta Box**](https://automatorplugin.com/integration/meta-box/). New triggers and actions include: - A field is deleted on a post (Advanced Custom Fields) - A row is added to a repeater/flex field on a post (Advanced Custom Fields) - Create an item in a custom content type (JetEngine) - Update an item in a custom content type (JetEngine) - Set a field on a post to a specific value (Meta Box) - Set a field on a term to a specific value (Meta Box) [See all new triggers and actions in the 7.3.0 release >>>](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/) If your site’s content lives in custom fields, your automations can now read and write it directly. ## **Also in Uncanny Automator 7.3.0** A few more items worth knowing about: - **Asana and GitHub moved from Automator Pro to Automator Lite**—project management and dev workflow automation, now free - **Refreshed AI model options** for Claude, Cohere, Gemini and Mistral across our AI integrations - A new execution pipeline under the hood for improved recipe reliability - A new Telegram Text (HTML) token that preserves message formatting The full details live in the [Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and [Automator Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ## **What You Can Build with 7.3.0** The fun starts when these pieces combine: - **Wishlist win-back**: a wishlisted product comes back in stock → email the shopper → tag them in Groundhogg → log the conversion when they buy - **Self-running events**: an attendee checks in → mark a lesson or topic complete → issue a certificate → add a row to Google Sheets - **Donor care on autopilot**: a recurring donation fails → update the donor’s status → notify your team in Slack → schedule a friendly follow-up email That’s just a quick sampling of what’s now possible inside of WordPress. ## **Available Now** Uncanny Automator 7.3.0 is available now. Update from your WordPress dashboard under **Plugins**, or grab the latest Pro version from your [Automator account](http://automatorplugin.com/my-account). Still on Automator Lite? The back-in-stock triggers, waitlist automation and custom field support above are waiting in Pro. [Claim your Pro license. Reclaim your time >>>](http://automatorplugin.com/pricing) What will you do with more time? ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Agent Now Speaks 13 Languages: An AI Assistant for WordPress, in Your Words](https://automatorplugin.com/uncanny-agent-now-speaks-13-languages-an-ai-assistant-for-wordpress-in-your-words/) **Published:** June 16, 2026 **Author:** Brendan Da Costa **Content:** *AI in WordPress just got multilingual. Uncanny Agent, the AI assistant for WordPress, is now available in 13 languages—from Spanish to Japanese and Turkish to Hebrew.* **TLDR? Get the highlights:** - **Uncanny Agent**, the AI assistant built into Uncanny Automator now supports 13 languages. - **Supported languages are:** English, Spanish, Arabic, German, French, Hebrew, Italian, Japanese, Dutch, Polish, Portuguese, Russian and Turkish. - Agent’s conversation starters are also context-aware—suggestions adapt to the page you’re on in WordPress - Automator’s AI integrations got a refresh too, with updated model options for Claude, Cohere, Gemini and Mistral [**Meet the AI assistant that speaks your language. Get Automator Pro >>>**](https://www.automatorplugin.com/pricing) WordPress powers websites in every language all over the world. Until recently, however, most AI tools assumed all of those site owners wanted to work in English. We think your AI assistant should meet you where you are—in your dashboard *and* in your language. So with Automator 7.2.5, **Uncanny Agent’s conversation starters are now available in 13 languages**. ## **What Is Uncanny Agent? A Quick Refresher on the AI Assistant for WordPress** **Uncanny Agent** is the AI assistant included with Uncanny Automator. It lives in your WordPress dashboard and completes tasks alongside your automations—answering questions, helping you manage your site, and taking the friction out of everyday WordPress work. When you open Agent, it greets you with **conversation starters**: suggested prompts that show you what it can do and help you get the ball rolling on your tasks. And they’re more than just conversational icebreakers. [![Uncanny Agent chat panel open over the LearnDash Courses admin screen, showing a greeting and suggested conversation starters like showing completion rates, enrollment trends, and comparing course performance, with the course list visible behind it.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-course-page-convo-starters-1024x841.webp "uncanny-agent-course-page-convo-starters")](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-course-page-convo-starters-scaled.webp) Agent suggests different starters based on the page you’re on, so the suggestions on your plugins screen differ from the ones on your courses page. [*Want to know more about Agent? Meet the AI assistant changing the way WordPress sites are managed >>>*](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/) ## **Now Starting Conversations in 13 Languages** Here’s the new part. You can now carry on a conversation with Uncanny Agent in: - English - Spanish - Arabic - German - French - Hebrew - Italian - Japanese - Dutch - Polish - Portuguese - Russian - Turkish [![Two overlapping Uncanny Agent chat windows showing the assistant responding to to-do list requests in Japanese and German, demonstrating multilingual support.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-japanese-german-conversations-976x1024.webp "uncanny-agent-japanese-german-conversations")](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-japanese-german-conversations.webp) There are no settings to hunt down or menus to dig through. Simply chat with Agent in your preferred language and it will respond in the same language. It’s a small change that rolls out a big welcome mat for the broader WordPress community to start leveraging AI for their website. ## **What This Means for Multilingual Sites** A few people we built this for: - **The solopreneur in São Paulo** who was tab-switching between WordPress, her CRM, and Google Translate to communicate with her customers in Japan. Now she just speaks with Agent and Agent does the translating. Vamos! - **The agency that manages client sites across Europe** who can confidently hand clients a self-serve option for managing some of their site operations. German for clients in Munich, Polish for those in Warsaw, Italian for the sites based in Milan. - **The community manager running a right-to-left site**. Arabic and Hebrew support means the experience fits sites that have long been an afterthought for AI tooling. More ways to communicate means more markets to reach, customers to connect with, and opportunities to capitalize on. ## **Smarter Under the Hood: Refreshed AI Models** The multilingual update is part of a steady AI investment across Automator. In 7.3.0, we refreshed the model options for our **AI integrations**—the recipe actions that connect your automations to **Claude**, **Cohere**, **Gemini**, and **Mistral**. The latest models from each provider are now available in your AI actions, and compatibility issues with the newest Claude models have been resolved. Note: These are separate from Ucanny Agent. AI integrations generate content *inside your recipes*—think AI-written product summaries or auto-translated notifications—while Agent is the AI assistant you chat with. ## **Getting Started with Ucannny Agent** Uncanny Agent is included with all new[ Automator Pro](https://automatorplugin.com/pricing/) plans—no separate subscriptions, no addons, no additional logins. Once Automator Pro is active, you’ll find Agent in your WordPress dashboard, ready to tackle the first item on your to-do list with nothing more than a prompt. If you already have Automator Pro, just open up a new Agent chat and say, “Hello!” in your native tongue. *Hola! Привет! שלום!* [**Say hello to your new AI assistant—in your language. Get Automator Pro >>>**](https://automatorplugin.com/pricing/) ## **Frequently Asked Questions** **Which languages does Uncanny Agent support?** Uncanny Agent is available in 13 languages: English, Spanish, Arabic, German, French, Hebrew, Italian, Japanese, Dutch, Polish, Portuguese, Russian and Turkish. **How do I change the language Agent uses?** Uncanny Agent will respond in whichever language you prompt it. Uncanny Automator users don’t need to change any settings—simply start a new conversation in your preferred language. Or continue an old one in a new language! **Does using Agent cost extra?** No, Uncanny Agent does not cost extra to use. It is included with your Automator Pro license. Usage limits are generous for each license tier, but you can always purchase additional usage if you ever run out. ## **Conclusion** Great assistants adapt to the way you work—not the other way around. With 13 languages, context-aware suggestions and the freshest AI models behind your recipes, Automator’s AI capabilities keep growing to serve you better. If you’ve been waiting for an AI assistant for WordPress that feels native to *your* site, the wait is over. [**Get Automator Pro and meet Agent today >>>**](https://automatorplugin.com/pricing/) What will you do with more time? ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [Security Incident Notice: Uncanny Automator](https://automatorplugin.com/security-incident-notice-uncanny-automator/) **Published:** June 15, 2026 **Author:** Ken Young **Content:** ## **Summary** We are writing to inform you of a security incident affecting Uncanny Automator and automatorplugin.com. On **June 12, 2026**, an attacker exploited a vulnerability in third-party software running on automatorplugin.com and gained access to part of our infrastructure. We removed the attacker’s access on **June 13, 2026**, published a verified-clean release, and have since investigated and remediated the affected systems. Based on our investigation to date, this incident had **two consequences that affect customers**: - **Customer personal information was accessed.** The attacker reached the database behind our store and licensing system at automatorplugin.com and accessed customer account information — including names, email addresses, license keys, and associated website URLs. We are treating this as a personal-data breach. **No credit card information was involved, because we do not store card details on our systems.** - **A tampered version of Uncanny Automator Pro was briefly distributed.** A backdoored build of **Uncanny Automator Pro version 7.3.0.5** was served from our update infrastructure to a limited number of sites (< 6%). A site running the compromised version contains malware and a backdoor and should be treated as compromised. We have notified these customers directly and provided steps for remediation. Uncanny Automator Lite (free) was not affected. This post explains what we have confirmed, what was accessed, what you should do, and what we have done. ## **Important: watch for phishing** Because customer email addresses were taken in this incident, you may receive phishing emails impersonating Uncanny Automator — for example, messages urging you to download or install an “urgent update.” **Only install Uncanny Automator updates through the official WordPress plugin updater in your dashboard, your account area at automatorplugin.com, or WordPress.org.** If you receive a suspicious email, do not click any links or download anything. You can report it to us at . ## **Who is affected** - **All customers:** your name, email address, and purchase details may have been among the records accessed, which also means you may receive phishing emails (see the warning above). Treat any unexpected Uncanny Automator “update” or login message with suspicion. - **Sites that installed the compromised plugin:** a limited number of sites (< 6%) received the tampered build by updating to version 7.3.0.5 during the window below. Because the build contains malware and a backdoor, removing and reinstalling the plugin alone may not fully clean the site. We have identified affected sites from our logs and have contacted their owners directly with next steps. ## **Exposure window** The tampered build was available from our update server for a limited window from approximately **6:30 PM EDT on June 12 to 4:00PM on June 13, 2026**, before we removed it and published the clean **7.3.0.6** release. We are contacting the sites we can identify from our download logs directly. If you are unsure whether your site updated during the window, follow the steps in What to check and do. ## **What happened** An attacker exploited a vulnerability in third-party software running on one of our servers and gained access to part of our infrastructure. From there, they did two things: - On the server that distributes Uncanny Automator Pro updates, they modified the packaged plugin so that licensed sites checking for an update would download a backdoored copy labeled version 7.3.0.5. The tampering was made to the distributed package on the update server, not to our plugin source code repository. - On our store and licensing system, they accessed customer account information. The specifics are below. ## **Information that was accessed** The attacker reached the database behind our store and licensing system at automatorplugin.com and accessed customer account information. Based on our investigation to date, we are treating this as a personal-data breach. The customer information involved includes: - your **name**; - your **email address**; - your **Uncanny Automator license key(s)**; - the **website URL(s)** associated with your license What this means for you: - **No payment or credit card information was involved**, because we do not store card details on our systems. Payments are processed by Stripe and PayPal; card numbers are held by those processors, not by us. - **Account passwords were not exposed in usable form.** They are stored only as cryptographic hashes, never in plain text. As a precaution we have **reset all account passwords** — to log in, you must [reset your password](https://automatorplugin.com/login/?action=lostpassword). - **Be alert to targeted phishing and fraud.** Because your name and email were taken, you may receive convincing messages that reference real details about your account. Treat any unexpected email — especially one urging you to “update” or log in — with suspicion. Only update through the official channels described above. - **Update to the clean release.** Confirm you are on **7.3.0.6**, and that you are not showing **7.3.0.5**. If you have automatic updates enabled, you can confirm the version under **Plugins** in your WordPress admin. ## **What we’ve done** - **Removed the attacker’s access on June 13, 2026** and secured the affected systems. - **Removed the tampered 7.3.0.5 build** and published a verified-clean **7.3.0.6** release. We reviewed the currently served package and found no injected code. - **Rotated the credentials and keys that the attacker could have reached** and **reset all account passwords** as a precaution. - **Removed the backdoor artifacts** (rogue administrator accounts, malicious database entries, and scheduled tasks) from our systems. - **Identified the sites that downloaded 7.3.0.5** from our logs and are contacting their owners directly with remediation instructions and indicators of compromise. If you need help, contact us at . ## **Status and ongoing risk** We removed the attacker’s access to our systems on June 13, completed our investigation on June 14, and have restored and remediated the affected systems. As of June 14, 2026, we have found **no signs of reinfection** in our systems. Importantly, securing our systems does not end every risk to customers: - **Phishing is an ongoing risk.** Because customer email addresses and purchase details were taken, you may receive phishing messages impersonating Uncanny Automator. Stay alert to unsolicited prompts to update or log in, and only update through official channels. - **Malicious files may still circulate.** Version 7.3.0.5 is no longer served from our systems, but the attacker may continue to distribute it from infrastructure we do not control. Installing a 7.3.0.5 build from any source will still infect a site. - **Affected sites remain at risk until fully cleaned.** A site that installed 7.3.0.5 should be treated as fully compromised; it is not resolved by an in-place update and requires the full remediation steps sent to affected users. We will update this page if additional relevant information emerges. ## **Contact** If you have questions, received a suspicious email, or notice anything unusual on your account or site, contact us at ****. We know how much you rely on us to deliver software safely, and we’re sorry for the disruption and concern this has caused. We will keep you informed as we learn more. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-1687361045392-300x300.jpeg) Ken Young Ken is the co-founder of Uncanny Owl. With a background that ranges from running a solo web agency to developing eLearning at Google he brings a wealth of experience to building innovative, user-focused products. [See Full Bio](https://automatorplugin.com/author/ken/) [ ](https://automatorplugin.com/author/ken/) **Categories:** Uncanny Automator --- ### [Uncanny Agent + Uncanny Recipe Builder: How and When to Use Each](https://automatorplugin.com/uncanny-agent-uncanny-recipe-builder-when-to-use-each/) **Published:** June 4, 2026 **Author:** Brendan Da Costa **Content:** *Uncanny Automator has two ways to automate WordPress: the Uncanny Recipe Builder and Uncanny Agent, your AI assistant. Knowing when to use which makes life easier.* **TLDR? Get the highlights…** Uncanny Automator gives you two options for automating tasks: a **click-and-play Uncanny Recipe Builder** and **Uncanny Agent, an AI assistant**. The Recipe Builder gives you quick setups, visual wireframing, and fine-tuning. Uncanny Agent can also build recipes, plus complete tasks and answer questions. Used together, you can do much more on WordPress than ever before. [**Ready to put both to work? Upgrade to an AI + Automation license >>>**](https://www.automatorplugin.com/pricing) You’ve been building [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/) in Uncanny Automator or zaps in Zapier for years. Now there’s Uncanny Agent—an AI assistant built into your WordPress site. Uncanny Agent can do most of what you’d do in the Recipe Builder—plus a lot that you couldn’t—and now you’re wondering, “When should I use Uncanny Agent, and when should I use the Recipe Builder?” You describe what you want. It builds. It executes. It answers questions about your site. If you’ve been building automations for years, then visual builders like the Recipe Builder feel like second nature to you. So, where does Uncanny Agent fit into your existing picture? Is it a shortcut? A replacement? Another way to do the same work? The answer to all of your questions about Uncanny Agent is, “Yes, and…”. Uncanny Agent represents a new way to work, not just in Uncanny Automator, but in WordPress altogether. Describe what you want, Uncanny Agent builds it. Ask for yesterday’s new leads, Uncanny Agent finds them. Type a request, Uncanny Agent executes it. This guide is about when to use the Recipe Builder, when to ask Uncanny Agent, and how to use them together to get more done across your WordPress site. ## **Two ways to work in Uncanny Automator** Both the Recipe Builder and Uncanny Agent let you build automations and complete work on your WordPress site. The difference is in the type of work and the amount of help you want with it. Uncanny Recipe Builder is visual and hands-on. You *click* your way through the logic of an automation—triggers, actions, filters, delays, etc. Uncanny Agent is conversational. You *describe* what you want and Uncanny Agent does the work—building the recipe, completing the task, or answering the question. Most things you can do in one, you can do in the other—they’re two different, yet equally intuitive ways to automate WordPress. Where they differ for you will depend on what type of work you’re trying to get done. ### **Uncanny Recipe Builder** The Recipe Builder is the visual interface inside Automator where you assemble workflows “by hand”. [![Uncanny Automator recipe builder for a new draft recipe, showing the trigger integration selection grid with options including Automator, bbPress, Custom User Fields, Kadence, LearnDash, Magic Button, and Restrict Content amongst others.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-automator-recipe-builder-1024x1021.webp "uncanny-automator-recipe-builder")](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-automator-recipe-builder.webp) Once a recipe is built and active, it runs on its own. You set it up; it works in the background. The Recipe Builder is precise. You see and control every field, every mapping, every condition. If you know exactly what you want, this is where you build it. ### **Uncanny Agent** Uncanny Agent is an AI assistant inside WordPress that you interact with by chat. You describe what you want, and Uncanny Agent gets to work. Uncanny Agent has three main jobs: 1. **Helping you build recipes.** You describe the automation you want, and Uncanny Agent does the clicking for you—picking triggers, mapping fields, adding conditions, etc. Anything Uncanny Agent builds is a normal Automator recipe—you can open it in the Recipe Builder and edit it like any other. 2. **Completing tasks on your site.** Uncanny Agent can execute work directly in WordPress. Importing a list of contacts into HubSpot from a spreadsheet, drafting a blog post, updating product details, creating new users, building courses. Uncanny Agent does the task itself. 3. **Answering questions about your site and business.** “Are there any free form plugins that can replace my current paid form plugin?” “How many sales did I make last week, and what was the average order value?” “Why did this recipe fail yesterday?” Uncanny Agent reads your site, your settings, and your logs and replies. [![Uncanny Agent chat answering a question about weekly sales, reporting 19 completed orders, $10,959.00 in total revenue, and a $576.79 average order value for the week of May 25 to June 1, 2026.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-chat-window-1024x975.webp "uncanny-agent-chat-window")](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-chat-window.webp) Uncanny Agent is interactive. You ask, it responds, you refine, it adjusts. It works alongside your recipes, not in place of them. ## **Knowing When to Use Uncanny Agent and Recipe Builder** Both Uncanny Agent and Uncanny Recipe Builder help you automate WordPress. Behind the scenes, they’re often using the same tools to carry out tasks and surface data. So, when trying to decide whether you should use the Recipe Builder or Uncanny Agent, what matters most is what *you* are trying to accomplish. **Reach for the Recipe Builder when:** - **You’re setting up an integration for the first time.** Example: You haven’t connected your LinkedIn account to your WordPress site before and you want to create a new recipe that includes a LinkedIn action. - **You know exactly what you want to build and prefer to build it yourself.** Example: you want every WooCommerce order over $200 to post to your #vip Slack channel with the order details. You’ve built similar recipes before, and you can configure this one in a few minutes. - **You’re fine-tuning a recipe that’s already built.** Example: changing which HubSpot list new contacts get added to, swapping in a different tag, or updating the email template tokens. **Reach for Uncanny Agent when:** - **You have an outcome in mind, but you don’t know how to get there.** Example: “I want to launch multi-channel abandoned cart recovery campaigns that are optimized for conversion.” - **You have a one-off task and don’t need a permanent recipe for it.** Example: “Create a new user with the email example@example.com, first name ‘John’ and last name ‘Doe’,” or, “Draft a product update post based on the changelog I’m pasting in.” - **You have a question about your site, your recipes, or what Uncanny Automator can do.** Example: “Which of my recipes ran yesterday and how many failed?” or “Can I trigger a recipe from a Stripe webhook?” - **You want to optimize your existing workflows.** Example: “How can I optimize my lead capture? What new recipes am I missing for a seamless funnel?” Uncanny Agent will look at your lead capture recipes, identify gaps, and suggest new ones. - **You want help troubleshooting a recipe that isn’t behaving as expected.** Example: “My lead capture recipe ran 142 times yesterday but only created 138 HubSpot contacts—what happened with the other 4?” Most people end up using both, often within the same session. They allow you to change your working style to suit the task and desired outcome. ## **How Uncanny Agent and UncannyRecipe Builder Work Together** When used together, Uncanny Agent and Uncanny Recipe Builder can do more than just automate your WordPress site. They can help you identify opportunities and vulnerabilities, and respond to them quickly and with ease. From security updates to new content drafts and sales reports, combining traditional visual automation builders with AI agents opens new possibilities for WordPress sites. For example, I used Uncanny Agent to identify the weakest “merchandise” product in my WooCommerce store. [![Uncanny Agent chat analyzing merchandise sales and identifying the Automator University Sweater (Premium) as the worst-selling product with 8 sales.](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-worst-selling-merchandise-859x1024.webp "uncanny-agent-worst-selling-merchandise")](https://automatorplugin.com/wp-content/uploads/2026/06/uncanny-agent-worst-selling-merchandise.webp) Then, with the Recipe Builder, I was able to create a User Loop to offer some of my customers a limited time offer. [![Uncanny Automator recipe titled 'Limited-time discount on Automator sweater' with a manual trigger and a user loop filtered to students, running a WooCommerce action to generate and email a coupon code when the user is enrolled in the Building Automated WordPress Sites course.](https://automatorplugin.com/wp-content/uploads/2026/06/generate-email-coupon-to-learndash-students-in-course-983x1024.webp "generate-email-coupon-to-learndash-students-in-course")](https://automatorplugin.com/wp-content/uploads/2026/06/generate-email-coupon-to-learndash-students-in-course.webp) That’s a full data-informed, sales-boosting marketing campaign, researched, drafted, and launched in 5 minutes. ## **Where Uncanny Agent and the Recipe Builder Overlap** Some tasks can clearly be done with either Uncanny Agent or the Recipe Builder. For example, I could have instructed Agent to build my “Limited-time discount on Automator sweater” recipe instead of using the Recipe Builder—I’m just a whiz with the Recipe Builder. Here are the areas where choosing Agent or the Recipe Builder for a particular task is a matter of personal preference: - **Building a recipe.** You can build it yourself in the Recipe Builder or describe it to Uncanny Agent. They both give you the same recipe in the end. Use whichever feels faster for the recipe in front of you. - **Updating a recipe.** Open the Recipe Builder and click through new triggers, tokens, actions, or static copy, or ask Uncanny Agent to make the changes for you. ”Add a condition to the lead capture recipe that excludes test submissions (email domain is ‘@mycompany.com’).” Same result. - **One-off tasks that could also be recipes.** Most one-off tasks, if they require enough repetition, could become recipes. If it’s truly one-time, Uncanny Agent is faster. If it might come back, ask Uncanny Agent to do it now and build a recipe for next time—two outcomes from a single request. When both options feel reasonable, use both! Uncanny Agent and the Recipe Builder give you the ultimate flexibility for managing and automating your WordPress site. ## **Final Thoughts** Uncanny Recipe Builder and Uncanny Agent are two ways to work inside Uncanny Automator. Same automations, same outcomes, different experience. If the recipe builder is already your default, Uncanny Agent gives you a conversational shortcut for the moments when describing what you want is faster than building it. And Uncanny Agent can answer questions about your site, bringing powerful AI capabilities to your WordPress dashboard. [**Ready to put both to work? Upgrade to an AI + Automation license >>>**](https://www.automatorplugin.com/pricing) What will you do with more time? ## **Frequently Asked Questions** ****Can Uncanny Agent build Automator recipes for me?**** Yes. Uncanny Agent can build recipes from scratch, update existing ones, and, in some cases, even test them. Anything Uncanny Agent builds is a normal Automator recipe—you can open it in the Recipe Builder and edit it like any other. ******Can Uncanny Agent edit or update recipes I’ve already built in the Recipe Builder?****** Yes. Uncanny Agent can adjust conditions, add or remove actions, and disable recipes. Review changes before they apply if you want to confirm exactly what’s changing. ******Do I need to use both Uncanny Agent and Uncanny Recipe Builder, or can I just use one?****** You can use just one. If all you want to do is build and manage recipes manually, the Recipe Builder works fully on its own and has for years. Uncanny Agent can build and manage recipes but can also complete tasks, analyze your business, optimize your SEO and much more. If you feel more comfortable building and managing recipes with Uncanny Agent, you don’t need to go into the recipe builder at all. Neither requires the other. ******Is Uncanny Agent meant to replace the Recipe Builder?****** No. Uncanny Agent is not going to replace the recipe builder. Even though you can build recipes with Uncanny Agent through conversation, sometimes, you may prefer to build an automation “by hand”. Both modes of automating your WordPress site are available to you and you can use either depending on the task at hand. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Uncanny Automator --- ### [How to Troubleshoot WordPress Plugin Conflicts with AI](https://automatorplugin.com/how-to-troubleshoot-wordpress-plugin-conflicts-with-ai/) **Published:** May 29, 2026 **Author:** Brendan Da Costa **Content:** *Learn how to troubleshoot WordPress plugin conflicts with AI. See how Uncanny Agent detects, diagnoses, and helps fix conflicts through plain-English conversation.* **TLDR? Get the highlights:** - Plugin conflicts are one of WordPress’ most common headaches—usually two plugins fighting over the same hook, library, or behavior. They’re rarely fatal, but hard to find. - The most common conflict patterns are caching plugins silently breaking form notifications, security plugins blocking outgoing emails, and page builders fighting form plugins over JavaScript. - **Uncanny Agent**, the AI assistant for WordPress built into Uncanny Automator, **troubleshoots plugin conflicts through plain-English conversation**. - Agent never deactivates plugins, changes settings, or runs code without your explicit confirmation. Every fix is reviewed and approved by you. [**Get Automator Pro to solve plugin conflicts with AI >>>**](https://www.automatorplugin.com/pricing) The contact form on your WordPress site has been working as intended for two years. Visitors to your site fill it out, get a confirmation message after they submit it, and you get a notification. But, some time in the last week (or month, you don’t know), the notification emails stopped landing in your inbox—and you’ve been missing leads ever since. At first, you blamed a dip in web traffic, but the real culprit? A site gremlin—a pesky plugin conflict. Plugin conflicts are the silent killer of WordPress sites. They rarely crash anything; they just quietly break one thing—a form, a checkout, an enrollment. You don’t realize it until something downstream goes missing. Troubleshooting WordPress plugin conflicts usually means deactivating plugins one by one, reading cryptic server logs, or filing support tickets and waiting. But AI has changed all of that. With **Uncanny Agent**—the AI assistant for WordPress built into **Uncanny Automator**—you simply describe what’s broken in plain English and Agent does the technical investigation for you. Let’s dive in. ## **What Are WordPress Plugin Conflicts (and Why They Happen)** For anyone who isn’t a developer—and, sometimes, even for developers—plugin conflicts can seem scary. Fortunately, more often than not, plugin conflicts are more of a nuisance than a genuine crisis. WordPress plugin conflicts happen when two plugins (or a plugin and your theme or WordPress itself) interfere with each other. They usually occur when plugins/themes try to load different versions of the same code, change the same website feature in incompatible ways, or compete over shared website resources. Plugin conflicts are extremely common, rarely fatal, and almost always fixable once you know where to look. And therein lies the problem—where do you start to look? ### **The Most Common Types of WordPress Plugin Conflicts** A few patterns show up over and over: - **Caching plugins** (like WP Rocket or LiteSpeed Cache) showing a saved version of your page instead of the live one, so form submissions don’t actually go through and no notifications are sent. - **Security plugins** (like Wordfence or Sucuri) blocking outgoing API calls that other plugins rely on. - **Page builders** (like Elementor or Divi) fighting with form plugins over how to load JavaScript and animations. - **Two plugins loading different versions of jQuery** (the behind-the-scenes code that makes things like buttons and popups work), breaking sliders, modals, and other interactive elements. ### **Why Plugin Conflicts Aren’t the End of the World** Plugin conflicts are deterministic. There’s always a reason, which means that there’s always a fix. Lost leads and interrupted workflows are costly, but they aren’t the full cost of plugin conflicts. For developers and site owners, these site gremlins can take hours or even days to find and fix. That’s the gap that AI—in the form of Uncanny Agent, an AI assistant for WordPress—closes. ## **Why Traditional WordPress Plugin Conflict Troubleshooting Is So Painful** If you’ve troubleshot a plugin conflict the traditional way, you know the drill: - **Deactivate plugins one by one** until the problem goes away. It’s slow, breaks your live site, and still can’t help you find intermittent issues. - **Read your server error logs.** Helpful if you can find them, know how to read them, and have hosting that exposes them. - **File a support ticket**, wait, attempt to explain a problem that you yourself don’t fully understand, wait some more, and then get a boilerplate response. Each method works *eventually*. But every minute the site is broken is a minute you’re losing leads, sales, or trust. [Skip the deactivate-and-pray cycle. Add Agent to your site >>>](https://www.automatorplugin.com/pricing) ## **Troubleshooting Plugin Conflicts With AI** To troubleshoot WordPress plugin conflicts with AI, you need an AI agent that can “see” your WordPress configuration. That’s where Uncanny Agent comes in—the AI assistant for WordPress built into [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif "automator-homepage-tagline")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif) Agent operates within your WordPress site. That means it already understands which plugins are installed, what theme you’re using, if you have any custom CSS, and much more. [![Uncanny Agent chat showing a WordPress site configuration audit listing 15 active plugins out of 104 total, including LearnDash LMS, Uncanny Automator, and several Automator addons with their version numbers.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-site-audit.png "uncanny-agent-site-audit")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-site-audit.png) You talk to it in plain English; it does the technical audit and investigation for you. ### **How Uncanny Agent Troubleshoots Plugin Conflicts** Having an AI assistant like Uncanny Agent changes the way that WordPress site owners and developers can manage their sites. When it comes to resolving plugin conflicts, the work stays more or less the same—except for who is doing it. Agent still follows many of the same processes for identifying conflicts that a real human would. However, Agent doesn’t need to switch plugins on and off so your site stays functional. Here are a few types of prompts for troubleshooting plugin conflicts with AI: - **Preemptive Prompts:** Before you make plugin, theme, or custom code updates, ask Agent if there are potential conflicts. You might say, *“What’s in the new update for my caching plugin? What would the update change and might that create any conflicts with my existing plugins or theme?”* - **Operational Prompts:** Ask it to look for existing plugin conflicts that might be impacting your site. You could ask, *“Perform an audit of my site and identify any existing plugin conflicts and what those conflicts are doing.”* [![Uncanny Agent chat response showing a WordPress plugin conflict audit that found no critical conflicts among 16 active plugins, but identified Action Scheduler failures for WooPayments and Stripe.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-plugin-conflict-audit.png "uncanny-agent-plugin-conflict-audit")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-plugin-conflict-audit.png) - **Diagnostic Prompts:** If you’ve already noticed that something isn’t working the way that it should, ask Agent to diagnose the issue. For example, you might say, *“I’m not getting notifications when someone submits my WPForms contact form.”* Once you’ve prompted Uncanny Agent—preemptively, operationally, or diagnostically—you’ll get: - **Suggestions:** Agent recommends a specific fix and explains why it recommends that fix. - **Implementation (with your approval):** Agent can apply most fixes itself or provide you with instructions for fixing the issue if you’d rather a more hands-on approach. These prompts turn hours or days of work and endless headaches into simple conversations with a knowledgeable and action-oriented assistant. ## **Troubleshooting a Real WordPress Plugin Conflict with AI** Let’s run through the scenario from the introduction: a contact form that submits successfully but stops delivering notification emails. This is one of the most common WordPress plugin conflicts in the wild, and any number of issues can cause it. I’ve set up a simple scenario that I ran through on my own staging site as a way to show you Agent in action. I started by describing the symptom in my own, plain English words: *“I’m not getting notifications when someone submits my WPForms contact form. People who submit the form also aren’t getting confirmation emails.”* Agent got to work. Within a few minutes, it came back with a diagnosis—two separate problems hitting the same form.My “Contact Form” only had one notification configured (the admin notification); nothing was set up to send confirmation emails to people who filled it out. And WP Mail SMTP Pro was installed but inactive, so WordPress was falling back to PHP’s default mail() function—a method notorious for being blocked by hosting providers and flagged as spam. [![Uncanny Agent chat diagnosing two WPForms email notification issues: a missing submitter confirmation email with steps to add one, and an inactive WP Mail SMTP Pro plugin causing email delivery failures.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-email-notification-issue-818x1024.png "uncanny-agent-email-notification-issue")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-email-notification-issue.png) I made both fixes that Agent recommended—or, at least, I thought I did, but the emails still weren’t getting sent. So, I pushed back: *“I did both of those things and still no emails are being sent.”* Uncanny Agent investigated what I did and got back to me in a little over a minute. This time, Agent investigated again and reviewed what I had done. WP Mail SMTP Pro was active, but still using the default mail() function. The plugin hadn’t actually been pointed at a real mailer—no API keys, no SMTP credentials, nothing. Agent walked me through the mailer options, explained the tradeoffs (Gmail is easiest with one-click setup, SendGrid has a 100-emails-per-day free tier), and asked which one I wanted to set up. [![Uncanny Agent chat identifying the root cause of email failures as an unconfigured WP Mail SMTP Pro plugin still using PHP's default mail function, with step-by-step instructions to configure a mailer like Gmail, SendGrid, or Sendinblue.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-email-notification-issue-root-cause-613x1024.webp "uncanny-agent-email-notification-issue-root-cause")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-email-notification-issue-root-cause-613x1024.webp) I configured Gmail, tested my contact form submissions, and… still no emails! One more prompt and one minute later, I had my solution. ![Uncanny Agent chat diagnosing incomplete Gmail OAuth authorization in WP Mail SMTP as the cause of email failures, with six steps to complete the authorization and additional steps to add a missing submitter confirmation notification in WPForms.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-gmail-authorization-not-completed-798x1024.png "uncanny-agent-gmail-authorization-not-completed") Three simple prompts. Three investigations. Zero plugins deactivated, zero server logs read, and zero support tickets filed. Now, I didn’t pick this example because configuring email notifications is hard—it usually isn’t. I picked it because it shows how frictionless troubleshooting becomes when Agent does the investigation for you. Your troubleshooting conversations with Agent won’t look exactly like mine—and that’s really the point. Uncanny Agent knows your site and your plugins. It knows your configuration—down to the last line of code that you’ll never have to read. That’s what makes Agent capable of identifying, investigating, and ultimately fixing the issues plaguing your site. [**Stop guessing your way through WordPress plugin conflicts. Get Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **More WordPress Plugin Conflict Scenarios You Can Troubleshoot with Agent** Missing form submission notifications is only one example. But plugin conflicts come in all kinds of shapes and sizes. Depending on the issues that you’re seeing, try one of these prompts with Uncanny Agent: - **Security plugin blocking emails or APIs:** *“My transactional emails stopped sending after I updated \[security plugin\]. What’s being blocked?”* - **jQuery or JavaScript conflicts:** *“My slider stopped working on the homepage. Is something fighting it for jQuery?”* - **Page builder vs. form plugin layout:** *“My Elementor form looks broken on mobile after the last update. What changed?”* - **Membership or LMS enrollment failures:** *“New users aren’t being enrolled in the course after they buy. Which integration broke?”* The pattern is the same every time: describe the symptom, let Agent investigate. ## **Pro Tips for Preventing WordPress Plugin Conflicts** 1. **Stage updates before applying them to production.** Most plugin conflicts surface within hours of an update. A staging environment lets you catch them before your visitors do. 2. **Keep recipe logs and error notifications turned on.** Automator’s built-in error notifications and Recipe Logs give Agent more to work with when something does break. 3. **Ask Agent for a monthly “plugin health check.”** A recurring prompt like *“Show me any plugins with errors in the last 30 days”* surfaces problems before they cost you leads. ## **Ready to Stop Wrestling with WordPress Plugin Conflicts?** Maybe it’s 4:47 PM on a Friday and you’re looking forward to the weekend when you notice that a plugin on your site has broken a crucial workflow. You know you can’t just leave it for the weekend. Without an AI agent like Uncanny Agent, you end up spending the next three hours trying to figure out what went wrong. You eventually throw up your hands and send out a support ticket to the plugin developer. Your weekend is delayed, and your site still isn’t fixed. With Agent, however, you’re out the door by 5 PM—and a plain English conversation was all it took. [**Get Automator Pro with Uncanny Agent for as little as $25/month >>>**](https://www.automatorplugin.com/pricing) What will you do with more time? ## **Frequently Asked Questions** **How do I know if I have a WordPress plugin conflict in the first place?** The most common signs of WordPress plugin failure include: something that used to work has stopped, the site is slower than usual, or a customer reaches out to you to point out that something isn’t working on their end. Instead of waiting for something to break, however, you can ask Uncanny Agent, the AI assistant for WordPress built into Uncanny Automator, *“Are there any active plugin conflicts on my site?”* **Can Uncanny Agent fix every WordPress plugin conflict automatically?** No, and that’s by design. Uncanny Agent reads your site, identifies likely causes, and suggests fixes—but it only changes anything after you approve. Some conflicts also need a vendor fix; Agent will tell you when that’s the case. **Do I need to be a developer to use AI for plugin conflict troubleshooting?** No. When using AI, such as Uncanny Agent, to troubleshoot plugin conflicts, simply write in plain English. Describe the issues that you’re seeing, ask a question, or provide instructions for a targeted investigation. Uncanny Agent handles the technical side of things for you. If you *are* a developer, tell Agent and it will go deeper—sharing hook names, log excerpts, and code snippets. It’s your assistant, and it adjusts its depth depending on who is asking. **Will Agent touch my site without permission?** No. Agent never deactivates a plugin, changes a setting, or runs code without your explicit confirmation. Every action is reviewed and approved by you before it happens. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Use Cases --- ### [Uncanny Automator vs Zapier: Which Is Better for WordPress in 2026?](https://automatorplugin.com/uncanny-automator-vs-zapier/) **Published:** May 26, 2026 **Author:** Brendan Da Costa **Content:** *Uncanny Automator vs Zapier—which is better for WordPress automation? An honest comparison of cost, integrations, AI, and fit.* **TLDR? Get the highlights:** - **Zapier is a general-purpose SaaS automation tool** that connects 9,000+ apps from the cloud; **Uncanny Automator is a WordPress-native plugin** that connects 220+ apps and runs automations inside your site - For WordPress-centric workflows, Automator is dramatically cheaper at scale—**flat annual pricing vs. Zapier’s per-task billing** that climbs quickly - Zapier wins on app breadth (especially for SaaS-to-SaaS workflows that don’t touch WordPress); Automator wins on WordPress depth, data ownership, and bundled AI (Uncanny Agent) - Most WordPress site owners actually need a handful of integrations, not thousands—and Automator covers the popular ones plus webhooks for everything else - **Choose Uncanny Automator if your operations run through WordPress** and you want flat-rate pricing, deeper WordPress data access, and an AI assistant that already knows your site; **choose Zapier if your workflows live primarily between SaaS apps** that barely touch WordPress, or if you need a niche SaaS integration. Get some first-hand experience—[**install Uncanny Automator Lite (it’s free)**](https://wordpress.org/plugins/uncanny-automator/). You’ve got a WordPress site, and you’ve got a problem. A form submission needs to create a new user, add them to your CRM, tag and segment them, send a welcome email, and maybe enroll them in a course or trigger an order. You don’t want to glue this together with code (if you’re like me, you don’t know how). You start Googling. Two names keep coming up: **Zapier and Uncanny Automator**. On the surface, they look like the same kind of tool—visual builders, triggers, actions, “no code required” badges. So you’d be forgiven for assuming the choice between them is mostly about price or app count. It isn’t. These two products are built on fundamentally different architectures, and that single architectural choice ripples out into everything else: how much you pay, how fast your workflows run, how deeply they can read your WordPress data, where that data lives, and how effectively you can use AI on your site and in your business. The aim of this guide is to provide an honest, side-by-side comparison written from the perspective of a WordPress site owner, admin, or developer trying to choose between the two. I’ll cover the dimensions that actually matter—**pricing, integrations, ease of use, performance, AI, data ownership**—and at the end I’ll give you a clear “choose this if…” binary so you can pick the tool that’s right for you right now. I should be upfront: we make Uncanny Automator. I’ve still done my best to be fair. Where Zapier is genuinely the better tool, I’ll say so. ## **Uncanny Automator vs Zapier at a Glance** If you’re pressed for time and just looking for the headlines, here’s the comparison in one table: ZapierUncanny Automator**Platform**External SaaS (cloud)Inside your WordPress site**Pricing**Per-task, monthlyFlat annual, unlimited runs**Integrations**9,000+ apps; broad SaaS coverage, generic WordPress access253+; native WordPress depth + webhooks for anything else**Addons**Tables, Forms, Canvas (priced separately)Custom User Fields, User Lists, Restrict Content, Dynamic Content (included with Pro Plus and Elite)**AI Features**Copilot, Agents, Chatbots (priced separately)Uncanny Agent (included with Pro)**Data Privacy**Round-trips through Zapier serversStays on your server unless an action sends it out**Best For…**SaaS-to-SaaS workflowsWordPress-centric automationOne-sentence verdict: if your business and workflows revolve around WordPress, Uncanny Automator is the better default. If you’re orchestrating dozens of SaaS apps that happen to touch your site, Zapier earns its keep. Now let’s get into why. ## **What Are Uncanny Automator and Zapier?** Quick intros for context, in case one of these is new to you. ### **Zapier Explained in 60 Seconds** Zapier launched in 2011 as a way to connect cloud apps without writing code. It has since grown into the largest general-purpose automation platform on the market, with 9,000+ app integrations. Workflows are called **Zaps**—a Zap has one or more triggers and one or more actions, and Zapier’s servers run the workflow in the cloud. [![](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-zaps-page-1024x560.png "zapier-zaps-page")](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-zaps-page-scaled.png) In the last couple of years, Zapier expanded well beyond Zaps. The platform now includes: - **Tables** (data storage), - **Forms** (custom forms that feed Zaps), - **Canvas** (workflow mapping with AI), - **Copilot** (an AI assistant for building Zaps), - **Agents** (AI teammates for completing tasks), - **Chatbots**, and - **Zapier MCP** (Model Context Protocol, which lets external AI agents reach Zapier’s integration library). Pricing for Zapier is: - **Free:** $0/month (100 tasks/month) - **Professional:** $19.99/month (750 tasks/month, per-task billing after that) - **Team:** $69/month (2,000 tasks/month, per-task billing after that) - **Enterprise:** custom pricing *\*All prices are listed in USD as of May 22, 2026 and reflect monthly pricing for annual subscriptions without addons.* ### **Uncanny Automator Explained in 60 Seconds** Uncanny Automator is the #1 WordPress AI and automation plugin trusted by 50,000+ websites. The core of Automator is the **recipe builder**. In Automator, recipes are automations that chain together triggers and actions to execute workflows without code. [![](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif "automator-homepage-tagline")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-homepage-tagline.gif) Because Automator runs inside WordPress, your recipes can tap directly into your site’s data: user and post metadata along with plugin data, and more. Automator puts this data at your fingertips in the form of **tokens** (easily accessible dynamic data such as form field contents or billing email or address). Beyond the recipe builder, Automator includes **Uncanny Agent**—a WordPress-native AI assistant that understands your content, users, and settings. This means that Automator’s AI platform can answer questions, draft content, build recipes from a description, and complete tasks for you with the full context of your actual site and business data. Pricing for Automator is: - **Lite:** $0/month (unlimited recipes) - **Basic:** $25/month (unlimited recipes + unlimited app credits + Uncanny Agent) - **Plus:** $40/month (everything in Basic + 10 site license + addons) - **Elite:** $60/month (everything in Plus + 50 site license + Elite addons) *\*All prices are listed in USD as of May 22, 2026 and reflect monthly pricing for annual subscriptions of an AI + Automation plan. Legacy Automator plans (without access to Uncanny Agent) are also available.* ## **The Core Architectural Difference: In-Site Plugin vs External SaaS** Here’s the difference that drives every other comparison in this post: **Zapier is a SaaS that sits outside your WordPress site; Uncanny Automator is a plugin that runs inside it.** That single fact changes everything downstream: - **Where your data lives.** Zapier round-trips your data through their external servers as part of normal operation. Automator keeps data on your server unless an action explicitly sends it elsewhere. - **How you pay.** Zapier meters per-task because every action hits their infrastructure. Automator charges a flat annual fee because the work happens on your server—there’s no per-task cost to pass on to you. - **How rich the WordPress data access can be.** Zapier integrates with WordPress and with many WordPress plugins, but as an external tool it can only access what each connector exposes. Automator runs inside WordPress, so all of your WordPress data, from custom user fields to post meta is at your fingertips, surfaced through tokens for no-code use. This is why, for example, Automator offers more WPForms triggers, actions, and finer-grained field access than Zapier—same plugin, deeper data access. [![Uncanny Automator WPForms trigger selection showing four options: form submitted, form with specific field value, form with PayPal payment, and form with specific value and PayPal payment.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-wpforms-triggers-1024x503.png "automator-wpforms-triggers")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-wpforms-triggers.png) **vs.** [![Zapier trigger setup for WPForms showing a Choose an event dropdown with New Form Entry as the only available trigger option.](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-wpforms-triggers-1024x527.png "zapier-wpforms-triggers")](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-wpforms-triggers.png) - **What “breadth” really means.** Zapier wins on raw app count. Automator wins on the depth of data available for the WordPress integrations most WP sites actually use. If your workflows live inside WordPress, an in-site plugin is structurally a better fit than an external SaaS. That’s the high-level comparison. Let’s get into the specifics. ## **Uncanny Automator vs Zapier Pricing: Per-Task vs Flat-Rate** Pricing is where you’ll *feel* the differences in the architecture between Automator and Zapier. ### **Zapier prices by the task** Each Zapier pricing plan has a limit on the number of tasks you can run before incurring additional expenses. The Free plan gives you 100 tasks/month, Professional gives you 750 tasks/month, and Team gets you 2,000 tasks/month. If you exceed your plan’s task limit, Zapier switches you to pay-per-task billing at 1.25x the base task rate. ![Zapier pricing page showing a task volume slider moving from 100 to higher tiers, with prices increasing across Free, Professional, Team, and Enterprise plans as task count rises.](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-pricing-scale.gif "zapier-pricing-scale") To give you an idea of what that actually looks like in practice, every successful action a Zap completes counts as one task. So, one simple form submission that creates a user and adds them to your CRM consumes 2 tasks. If you’re getting 20-50 contact form submissions per month, that’s all or most of your Free plan tasks consumed by a single form. While you can, technically, run an unlimited number of tasks with any Zapier plan, you will end up paying for it. This can impact seasonal businesses that see monthly variations in site traffic. Similarly, some annual or semi-annual admin tasks such as financial reporting or cleaning your email list can eat up monthly task allotments quickly. To Zapier’s credit, the model has gotten more user-friendly recently. Filter, Formatter, and Path steps no longer count as tasks, and Tables and Forms come bundled with all paid plans. **But the underlying truth remains: the more your automations run, the more you pay.** ### **Uncanny Automator charges a flat fee** Similar to Zapier, each Automator plan (Lite, Basic, Plus, and Elite) gives users access to additional features and addons. However, when it comes to automations, each plan is unlimited—even the free one. What changes from plan to plan—apart from the added fixed cost, of course—is the number of site licenses you get, the addons you can access, and the amount of AI usage you have. [![Uncanny Automator Pro pricing table with three plans: Basic at $25/mo for 1 site, Plus at $40/mo for 10 sites marked most popular, and Elite at $60/mo for 50 sites, all including unlimited recipes, app credits, and Uncanny Agent AI features.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-pricing-table-1024x715.png "automator-pricing-table")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-pricing-table.png) What that means in practice, on the pure process automation side of things, is that you can create recipes without thinking about limits. You don’t have to sacrifice one automated workflow this month to cover another one, or worry about when another form submission is going to incur additional charges. If you’re running a WooCommerce business, for example, with a WordPress-native email platform like **[Groundhogg](https://automatorplugin.com/groundhogg/)** or **[FluentCRM](https://automatorplugin.com/share/fluentcrm/)**, then you could automate many of your workflows with Automator Lite—paying $0/month forever. Even if you’re running a WordPress-external CRM like **[Mailchimp](https://automatorplugin.com/share/mailchimp/)**, **[HubSpot](https://automatorplugin.com/share/hubspot)**, or **Klaviyo**, Automator gives free users 250 complimentary app credits. So, you can actually get some, albeit limited, access to Pro features. But here’s the honest caveat: both Uncanny Automator and Zapier offer generous free plans for businesses just starting out or for those testing out AI and automation platforms. Try them both, see which one gets your job done. [**Install Automator Lite >>>**](https://wordpress.org/plugins/uncanny-automator/) [**See Uncanny Automator pricing >>>**](https://automatorplugin.com/pricing/) ## **Uncanny Automator vs Zapier Integrations: Breadth vs Depth** In comparing Automator and Zapier, this is the dimension where nuance matters most. Zapier has more integrations than Automator. A lot more. But, Automator has all of the most popular app integrations with webhooks for everything else and added integration depth for WordPress plugins. Whether you prefer Zapier’s breadth or Automator’s depth depends entirely on your tech stack and what you’re automating. ### **When Zapier’s 9,000+ Integrations Actually Matter** Let me say this clearly: if your workflow is “Salesforce → Slack → HubSpot → Notion” with WordPress nowhere in the picture, Zapier is the better tool. Full stop. Breadth is Zapier superpower: it supports nearly everything, even if only with a few triggers or actions. If your business runs on a dozen cloud services and you need them talking to each other, Zapier’s 9,000+ catalog is real, valuable, and very hard to match. [![Zapier integrations page showing 9,000+ apps sorted by most popular, with Google Sheets, Gmail, Slack, Google Calendar, HubSpot, Notion, and Mailchimp listed, alongside category filters and tabs for AI, Custom, and Zapier Tools.](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-integrations-1024x648.png "zapier-integrations")](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-integrations-scaled.png) For a business whose center of gravity is outside WordPress and whose typical workflows include some niche products, Zapier is the clear choice. ### **Why Most WordPress Sites Don’t Need 9,000 Integrations** When it comes to integrations, the WordPress-site-owner reality is that you probably use a handful of services. 1. Your form plugin (WPForms, Gravity Forms, Formidable, or similar) 2. Your eCommerce platform (WooCommerce, Easy Digital Downloads) 3. Your CRM (FluentCRM, HubSpot, Mailchimp) 4. Your LMS or membership plugin (LearnDash, Tutor LMS, MemberPress, etc.) 5. Your external productivity apps (Slack, Google Sheets, Airtable, Asana, etc.) 6. Your AI subscription (OpenAI, Anthropic, Perplexity, etc.) 7. Your social media platforms (Facebook, X, LinkedIn, etc.) That’s somewhere between 10 and 20 apps and plugins—far short of Automator’s 220+ integrations, and nowhere near Zapier’s 9,000+. Both Zapier and Automator have integrations for niche SaaS apps or plugins you’ve probably never even heard of, far less use as part of your tech stack. So, when comparing Zapier’s 9,000+ app integration catalog to Automator’s 253+, the key that matters isn’t, “I get access to 9,000 apps,” so much as it is, “This tool supports my tech stack.” Uncanny Automator covers all of the essential and most popular integrations. Moreover, Automator Pro gives you an AI platform and access to addons (Restrict Content, Customer User Fields, etc.) that allow you to consolidate your tools and replace single-use subscriptions. And then there’s depth. Where Zapier’s WordPress-side coverage is broad but generic, Automator’s integrations are intentionally deep. A typical Automator WordPress integration has hundreds of plugin-specific triggers, actions, filters (conditional logic that controls when actions run), and tokens. In practical terms, that means you can create automations that are granular and tailored to your specific needs. [![Uncanny Automator integration cards for EDD Recurring Payments with 8 triggers, 3 actions, and 2 conditions; Emails with 1 action and 2 conditions; and LearnDash with 26 triggers, 29 actions, and 18 conditions covering courses, quizzes, groups, and enrollment.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-edd-emails-learndash-conditions-869x1024.png "automator-edd-emails-learndash-conditions")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-edd-emails-learndash-conditions.png) For most WordPress workflows, depth of integration is the difference between an automation that almost works and one that actually solves the problem or creates new opportunities. ### **Filling Integration Gaps with Webhooks and Custom Code** So what happens when you do want to use an app or plugin that Automator doesn’t support natively? You use webhooks. If you’re unfamiliar with webhooks, they’re not as intimidating as they might sound. I’m not a developer myself, but I don’t need to be one to use Automator’s Webhooks integration. It’s not altogether different from setting up any other kind of recipe, you’ll just end up using more tokens (and more customizable tokens) than you otherwise would. [![Uncanny Automator webhook body configuration with three key-value pairs mapping first_name, last_name, and email to user token values, each set to Text data type.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-send-webhook-configuration-1024x439.png "automator-send-webhook-configuration")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-send-webhook-configuration.png) Automator Pro supports both incoming and outgoing webhooks with advanced configuration and security settings for the more technologically savvy people out there. For most “missing” integrations, a webhook recipe gets you 90% of the way there. And if you’re a developer, you have more options. Automator’s developer platform lets you create custom triggers from any WordPress action hook, run custom WordPress hooks as recipe actions, and even call custom PHP functions inside recipes. Need a truly bespoke integration? Build one. The bottom line: Automator’s integration list is shorter than Zapier’s. But it doesn’t need to be as long. The combination of native depth, webhooks, and developer extensibility covers what WordPress site owners actually need and use. ## **Ease of Use: Setup, UI, and Learning Curve** Both tools have visual builders. Neither requires code for most workflows. Where they differ is in setup location and the friction of day-to-day use. ### **Zapier’s Setup and Interface** You sign up for a Zapier account, connect your apps via OAuth, and build Zaps in Zapier’s web UI. The interface is polished, well-documented, and familiar to anyone who’s used a SaaS automation tool before. Templates are abundant and you’ve got an AI assistant to help you if need be. [![Zapier Zap editor showing a two-step draft workflow: a Gmail New Email trigger polling every 15 minutes connected to a Google Sheets Create Spreadsheet Row action, with a Copilot banner offering to configure the workflow.](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-ui-1024x630.png "zapier-ui")](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-ui.png) The friction point is that WordPress is just one of 9,000+ apps to Zapier. To wire up a WordPress-centric workflow, you’re bouncing between Zapier’s web app and your WordPress site, copying webhook URLs, switching browser tabs, and managing your Zapier account separately from your WordPress account. ### **Uncanny Automator’s Setup and Interface** WordPress site owners, developers and admins will already be familiar with installing and activating Uncanny Automator—it’s just like installing any other WordPress plugin. There’s no separate account to manage, no separate dashboard to learn. You download and install Automator Lite from the WordPress repository or your WordPress dashboard. For Automator Pro, once you’ve purchased your license, you can upload the .zip to Plugins > Add plugin. Similar to Zapier, the recipe builder is “click-and-play”. Select your integrations, choose your triggers and actions from dropdown lists, and customize with filters, delays, and other features. [![Uncanny Automator recipe editor for a WPForms to Brevo workflow, with a WPForms Contact Form submission trigger and a Brevo create or update contact action using the form email token, both set to Live.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-ui-1024x644.png "automator-ui")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-ui.png) The flow mirrors how you’d describe the automation to a colleague: “When a user submits the contact form, add them to Brevo and put them in the right list based on their service request.” In fact, you can copy and paste that exact line into an Uncanny Agent chat window and let Automator build the recipe for you. [![Uncanny Automator recipe editor for a WPForms to Brevo workflow alongside the Uncanny Agent chat panel, where the AI assistant explains how it will configure conditional list routing based on the user's service request.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-ui-with-agent-1024x642.png "automator-ui-with-agent")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-ui-with-agent-scaled.png) There isn’t much of a difference between Automator’s UI and Zapier’s. Both offer intuitive “click-and-play” interfaces for building automations. Both let you build automations from plain text. Where Zapier wins out is in having a larger library of Zaps than Automator has of recipes. That might help some users get started faster. But if you have any experience with WordPress, Automator will feel very familiar and save you from switching between tabs. ## **Site Performance: How Each Tool Affects Speed** This dimension is where it’s important to be precise. Zapier doesn’t run on your WordPress server, so Zapier itself has zero direct impact on your site’s frontend speed. That’s true. But, “Does this tool slow down my site?” doesn’t capture the full picture. The more useful question is: “How does each tool affect my workflow’s end-to-end performance?” Uncanny Automator runs in-process inside WordPress. Triggers fire immediately when a WordPress event happens (a form submission, a course completion, a purchase). Actions execute on your server. That means local actions are fast—there’s no network round-trip to a cloud service when an action just needs to update a WordPress user or post. Zapier round-trips data to the cloud on every step, which introduces: - **Network latency** on every step. Each round-trip from your site to Zapier and back adds time. - **Polling intervals.** For triggers that aren’t real-time webhooks, Zapier periodically asks the source app, “anything new?” That periodic check is called **polling**. Crucially, **polling frequency depends on your Zapier plan**: the Free plan polls every 15 minutes, while paid plans poll more frequently—down to every minute on higher tiers. So a “real-time” Zap on the Free plan can actually mean a delay of up to 15 minutes between the trigger event and the first action. - **Dependencies on external services.** If Zapier is down, or the integrated SaaS app is having an outage, your workflow waits—or breaks. There’s also the data-out-and-back-in pattern. When a Zapier workflow needs to read WordPress data, modify it, and write it back, that’s at least two API round-trips per task. Automator does the same thing without leaving the site. That might all sound like technological window dressing but it has real impacts on how your workflows run and how much they cost you. For example, automating SEO content updates or site maintenance tasks with Zapier consumes more tasks (getting SEO data from your WordPress site > sending it to an AI platform > updating the content > sending back the new content to WordPress). With Automator, that’s just a conversation with Uncanny Agent—no task/recipe credits used, no data leaving your site, no additional AI costs incurred with platforms like ChatGPT or Claude. Here’s the catch: running high-volume workflows with Automator on less robust shared hosting can stress your server. That’s true of any plugin doing real work. The good news is Automator is already optimized to minimize memory and CPU overhead. Many sites running Automator process thousands of users and/or orders daily with negligible to minimal impact on site performance and speed. Realistically, most sites running that many heavy-duty automations already have dedicated cloud hosting. So, if you are using Automator to update thousands of records at once or publishing dozens of social media posts a day, it’s worth upgrading your hosting anyway to support your site’s broader architecture. ## **AI Capabilities: Uncanny Agent vs Zapier Copilot, Agents, and MCP** Let’s talk about the thing on everyone’s mind these days: artificial intelligence. Both Automator and Zapier have AI features that are more than just a chatbot “tacked onto” your automations. It’s also more than just an integration for AI platforms like **[Grok](https://automatorplugin.com/share/grok/)**, **[Perplexity](https://automatorplugin.com/share/perplexity/)**, or **[ChatGPT](https://automatorplugin.com/share/openai/)**. Zapier and Automator are AI and automation platforms—i.e., they offer a platform that can understand information in the right context, make decisions, and execute tasks. If you would like some additional clarity, [check out our post on AI automation and what it means for WordPress sites](https://automatorplugin.com/what-is-ai-automation-in-wordpress/). ### **Zapier’s AI Tools: Copilot, Agents, Chatbots, and MCP** Zapier has built out a stack of AI products: - **Zapier Copilot** is an AI assistant for building Zaps. It’s bundled into all plans (with daily message limits on Free). You describe what you want and Copilot drafts the Zap for you. - **Zapier Agents** is an “AI workspace”, intended to execute tasks on your external integrations. According to Zapier, it is still “experimental” and it is priced separately. - **Zapier Chatbots** brings AI chatbots to your site to help with support. It’s also sold separately. - **Zapier MCP** lets external AI agents reach Zapier’s integration library via the Model Context Protocol. Each MCP tool call uses two tasks from your Zapier plan. Zapier’s AI ambitions are real and growing fast. But the AI tooling lives in separate products with separate billing, which means a complete AI automation setup with Zapier can get pricey quickly and leaves gaps without the full suite of Zapier’s AI products. ### **Uncanny Agent: An AI Assistant Built Into WordPress** Uncanny Agent is an AI assistant for WordPress, included with Automator Pro licenses. You can think of it as your site’s resident expert and all-round WordPress whiz. [![Uncanny Agent landing page section listing six example prompts with checkmarks—including drafting blog posts, querying WooCommerce orders, writing code snippets, etc.—alongside the robot mascot.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-uncanny-agent-see-to-believe-1024x673.png "automator-uncanny-agent-see-to-believe")](https://automatorplugin.com/uncanny-ai-agent/) What distinguishes Uncanny Agent is that it is an AI assistant that already knows your content, your users, your plugins, and your settings. It lives in your WordPress site and can execute tasks (creating users, drafting blog posts, checking for plugin conflicts, etc.) from simple plain text conversations. It’s easiest to think of Uncanny Agent as Zapier’s “Copilot” and “Agents” combined into one. **Agent can:** - **Answer questions about your site and your business.** Compiling reports won’t be necessary. Just ask Agent, “How many sales did I make last week?” or, “Which of my products sell together most often?” Agent gives you an answer in seconds—no CSVs downloaded, no dashboards navigated, no menus clicked through. - **Build recipes from a conversation.** Don’t know which trigger or action to use? Unsure if there’s a simpler way to build that automation? Tell Uncanny Agent what you’re looking for, brainstorm some ideas, and then let Agent build the recipe for you. - **Complete WordPress tasks for you.** Create posts, manage users, update pages, change settings, troubleshoot issues—all through plain-language requests. If you want to see what Agent can do firsthand, [check out our guide on 5 things you get Uncanny Agent working on for you right now](https://automatorplugin.com/using-ai-in-wordpress-5-things-you-can-ask-uncanny-agent/). ### **Which AI assistant is better for WordPress?** As with everything else in this head-to-head comparison, whether you go with Automator’s AI assistant or Zapier’s depends on what you’re trying to do. Zapier’s AI is optimized for building and running cross-app automations from outside your site. If your AI workflow is “watch this Gmail inbox, summarize attachments, push the summary to Notion,” Zapier Agents will handle it well. Uncanny Agent is optimized for understanding your site and business, and acting within your site and connected app integrations. If your AI workflow is “look at my LearnDash data and tell me which courses have the highest drop-off rate, then draft a re-engagement email,” Agent has the context built in. For WordPress site owners, the latter is usually what you actually want. And, unlike with Zapier’s suite of AI capabilities, you get full access to Uncanny Agent and all of its capabilities as part of your regular license. [Learn more about Uncanny Agent >>>](https://automatorplugin.com/uncanny-ai-agent/) ## **Data Ownership and Privacy: Where Your Data Lives** For agencies, regulated industries, and anyone with privacy-conscious customers, this dimension deserves more weight than it usually gets. With Zapier, your data passes through Zapier’s external servers as part of normal operation. Zapier’s security posture is strong and their privacy practices are well-documented, but the round-trip is a structural fact: when a Zap moves data from one app to another, it passes through Zapier’s infrastructure to do so. With Uncanny Automator, your data stays on your WordPress server unless an action explicitly sends it to a third party. When it does—say, an action that adds a contact to Mailchimp—the data passes through Automator’s encrypted relay and is not retained. (You can read more about Automator’s data privacy posture in our [Data Privacy and GDPR knowledge base article](https://automatorplugin.com/knowledge-base/data-privacy-and-gdpr/).) For agencies serving clients in regulated industries—or for any WordPress owner who’d prefer their customer data not bounce through a third party—the architectural simplicity here matters. Fewer hops, fewer parties, simpler compliance conversations. This isn’t a “Zapier is bad” claim. Both companies handle data responsibly. The point is architectural: when data doesn’t leave your server in the first place, there’s less to worry about and explain. ## **Workflow Logic, Reliability, and Error Handling in Automator and Zapier** Reliability, error handling, logic—these are the features of automation tools that almost all businesses, admins, and even a fair number of developers overlook. They are also the features that, a year from today, you’ll be glad you have when you’ve automated entire funnels and onboarding sequences. ### **Workflow Logic and Conditional Branching** Zapier supports multi-step Zaps with **paths** (conditional branching), filters, formatters, and delays. The branching path UI is mature and well-designed; it’s particularly easy to visualize a multi-branch workflow at a glance. [![Zapier Zap editor showing a branching workflow: a Gmail New Email trigger splits into Path A leading to a Google Sheets Create Spreadsheet Row action and Path B with an unconfigured action, each with their own path conditions.](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-branching-path-zap-1024x648.png "zapier-branching-path-zap")](https://automatorplugin.com/wp-content/uploads/2026/05/zapier-branching-path-zap-scaled.png) Uncanny Automator also supports multi-step automations with branching logic in the form of filters. However, this is another area in which using a WordPress-native tool offers greater customizability. Automator lets you set filter conditions based, not only on integration data, but on your WordPress data as well—that’s a level of specificity that Zapier can’t replicate. [![Uncanny Automator actions section with two conditional branches: one runs a ClickUp task creation if the user has the Editor role, and another runs the same ClickUp action if the user has the Contributor role, both using Form ID and Entry ID tokens.](https://automatorplugin.com/wp-content/uploads/2026/05/automator-branching-logic-filters-939x1024.png "automator-branching-logic-filters")](https://automatorplugin.com/wp-content/uploads/2026/05/automator-branching-logic-filters.png) Additionally, Automator brings **Loops** to the table as another kind of automation. Loops are automations that run actions across multiple records. - User loops run actions on all or some of your WordPress users simultaneously. - Post loops run actions on all or some of your blog posts, products, events, courses, quizzes, etc. - Token loops run actions on all or some of your WordPress data. Automator’s recipe builder also supports delays, scheduling (run a recipe at a specific time or on a recurring schedule), data formatters, and a calculator. Both Automator and Zapier have strong automation logic tools, so once again it comes down to what you’re trying to do. Zapier’s branching paths are sometimes easier to visualize as Automator’s UI “groups” filtered actions in the sequence in which they will run. Automator’s filters are more flexible and loops are powerful for bulk operations on WordPress data. ### **Reliability, Retries, and Error Notifications** Zapier offers mature error notifications, automatic retry logic, and version control on paid tiers. The error UX is one of the things Zapier does best. Automator offers detailed recipe logs, configurable error notifications, and even triggers and actions for retrying failed recipes. You can build a recipe whose trigger is “another recipe failed” and have it alert you, log to a sheet, or take corrective action. Both work well, but neither is a magic bullet. It’s best to think of these features as troubleshooting as opposed to problem solving. Even so, errors with Zapier and Automator are rare. If a recipe misfires, it’s probably missing a token or two—I can speak from experience. ## **When to Choose Uncanny Automator vs Zapier** You’ve made it this far—that’s commitment to finding the right tool. So, I’ll commit too: ### **Choose Zapier If…** - Your business runs primarily on SaaS apps (Salesforce, Slack, HubSpot, Notion, and similar) with WordPress as a small part of the stack - You need an integration with a niche SaaS app Automator doesn’t support, and no webhook workaround is acceptable - You don’t have WordPress at all, or you don’t want automations running on your server - You’re already deep into the Zapier ecosystem (Tables, Forms, MCP, Agents) and the switching cost outweighs the savings ### **Choose Uncanny Automator If…** - WordPress is at the center of your business—your site is where customers buy, learn, sign up, or interact - You want predictable flat-rate pricing instead of metered per-task billing - You’re an agency building automations for clients (or managing a multi-site portfolio) and need a scalable cost structure - You want your customer data to stay inside your site as much as possible - You want an AI assistant that already knows your WordPress site, not a generic one you have to teach - You want bulk operations (User Loops, Post Loops, and Token Loops) on WordPress users, posts, or data - You’d rather not manage another SaaS subscription ### **Can You Use Uncanny Automator and Zapier Together?** Yes—and many users do. Automator includes a native Zapier integration so you can bridge the two tools when you need to. Here’s how most dual Automator and Zapier users choose to integrate these two platforms: - **Automator → Zapier.** Use Automator’s Zapier integration to send WordPress data to a Zap, which then handles the SaaS-side workflow. Useful when you need a Zapier-only app at the end of a WordPress workflow. - **Zapier → Automator.** Use Automator’s Webhook integration to receive data from Zapier to fire off a WordPress workflow. Useful when an event happens outside WordPress (a Calendly booking, a Typeform submission) and needs to drive a WordPress action (enroll the user in a LearnDash course, create a WooCommerce order, etc.). ## **Get started with Uncanny Automator** If reading this post brought you to the “let me just try it” point, here’s the fastest way to get going. [**Get Uncanny Automator — #1 AI and automation plugin for WordPress >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Uncanny Automator vs Zapier: Which Should You Choose?** I started this post by saying that the question isn’t really, “Which tool is better?” It’s, “Which tool is better for what you’re actually trying to do.” If your business lives primarily inside WordPress, Uncanny Automator is the better default. You’ll pay less, your data will stay closer to home, your AI assistant will already know your site, and your automations will run with the depth of WordPress data they need to actually solve problems. The architecture is on your side. If your business runs primarily on SaaS apps and WordPress is a bit player, Zapier is the better fit. The breadth is real, the polish is real, and the per-task model can make sense when you’re orchestrating dozens of cloud services that don’t touch your site. For most WordPress site owners and agencies, though, the answer is Automator. Installing Automator Lite takes two minutes. You can have your first recipe live in five. And if it turns out Automator doesn’t do everything you need, you’ve lost very little. Both tools play well together, so you can always add Zapier later for the edge cases. [**Install Uncanny Automator Lite (free) >>>**](https://wordpress.org/plugins/uncanny-automator/) What will you do with more time? ## **Frequently Asked Questions** **Is Uncanny Automator a true Zapier alternative for WordPress?** For automations that involve WordPress, yes—and for many users it’s a more natural fit because it runs inside the site. For automations between SaaS apps that don’t touch WordPress, Zapier remains the better tool. The two are complementary more often than they’re competitive. ****Does Uncanny Automator have a free version like Zapier does?**** Yes. Uncanny Automator Lite is available for free on WordPress.org and supports unlimited recipe runs—no monthly task cap. Some premium integrations and advanced features are reserved for Pro, but you can build, test, and run real workflows on Automator Lite without paying anything. ****How does Automator’s pricing compare to Zapier’s at higher volumes?**** Automator’s pricing is a flat annual fee—you pay the same whether you run 100 recipes a month or 100,000. Zapier’s per-task model means costs scale with usage; at a few thousand tasks per month or more, the cost difference becomes substantial. ****Does Zapier have an AI assistant like Uncanny Agent?**** Zapier has several AI products (Copilot, Agents, Chatbots, and MCP), but each lives in its own product silo with its own billing and its own usage limits. Uncanny Agent is included with Automator Pro and runs inside your WordPress site with built-in knowledge of your business, content, users, and settings. ****Will Uncanny Automator slow down my WordPress site?**** Recipes only run when their triggers fire, so idle recipes have no impact. High-volume workflows on shared hosting can add load—but that’s true of any plugin doing real work. Automator’s built-in throttling lets you cap how often a recipe runs in a given timeframe, which keeps your site responsive even under heavy automation use. ****Can I use Zapier and Uncanny Automator together?**** Yes. Automator includes a native Zapier integration, plus incoming and outgoing webhooks, so you can bridge the two tools easily. Many users start with Automator for WordPress workflows and add Zapier later for SaaS-only edge cases. ****What about the integrations Uncanny Automator doesn’t support?**** Automator supports incoming and outgoing webhooks in the free version (and advanced webhooks in Pro), plus a developer platform for building custom triggers and actions. For most missing integrations, a webhook recipe gets you the result you need without a separate tool. ****Do I need to be a developer to use Uncanny Automator?**** No. Recipes are built in a click-and-play interface—pick your integrations from a grid, select your triggers, actions, and filter conditions then toggle the recipe to “Live”. Developers have additional tooling available (custom hooks, REST API, developer docs) but the typical user never touches code. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [What Is AI Automation? (And How You Can Use It In WordPress)](https://automatorplugin.com/what-is-ai-automation-in-wordpress/) **Published:** May 15, 2026 **Author:** Brendan Da Costa **Content:** *What is AI automation? A plain-English guide to AI, automation, and the new layer of AI agents — and how to build it all on WordPress.* **TLDR? Get the highlights:** **Uncanny Automator** offers both—**AI + Automation** for WordPress that can execute tasks, pull data, and run and edit your automations all from prompts. **AI automation** refers to the use of software that can **understand information, make decisions, and complete tasks** with minimal human involvement. Terms like “AI-powered,” “AI-led,” and “AI workflow automation” mostly describe the same thing. “AI agent workflow automation” is the one that’s actually different. AI agents add a new layer to your automations, acting alongside them, within them, or creating them. You’ve been to more than a few vendor’s websites and they all say “AI-powered automation”. Half the SaaS industry seems to have rebranded overnight—now there’s “AI” in front of everything. If you’re trying to figure out what any of it actually means, you’re not alone. The growth of AI has led to a lot of changes in the SaaS industry—and it’s not just marketing jargon. **AI automation** refers to a broad range of technologies with a common theme: combining traditional rules-based workflow automation with large language models (LLMs). In this post, I’ll talk about what “AI automation” and all of its variant terms actually mean. Once you see AI automations in action, everything will fall into place and you’ll be able to tell the marketing flavors apart from the genuinely new ideas. Let’s untangle it. ## **AI vs. Automation: What’s the Actual Difference?** Before we get into AI automation, let’s first figure out what these terms mean on their own. They’re similar—but not the same. - **Automation is the brawn (the muscle).** Automation, whether in manufacturing or marketing or sales, refers to the use of technology in workflows to execute tasks without human intervention. - **AI is the brain (the intelligence).** AI, on the other hand, refers to the use of technology to analyze information, recognize patterns, and make predictions or decisions. Think of it like this: AI is the layer of technology that drafts a welcome email for every new user and automation is the layer of technology that sends it. Ultimately, you want both—and that’s what AI automation delivers. *In case you still had some questions about AI vs. automation, we go deeper on the distinction in our full guide:* [**Automation vs. AI: What’s the difference?**](https://automatorplugin.com/automation-vs-ai/) ## **What Is AI Automation?** Much like with “automation” and “AI”, **AI automation** refers to the use of technology. Specifically, technology that can **understand information, make informed decisions with that information, and complete tasks** with minimal human involvement. So, what does that look like in practice? It helps to separate the two layers by function or capability: - **AI** is probabilistic and flexible. Models like ChatGPT, Claude, Gemini, and Grok can **write, read, summarize, classify, translate, generate images**, or hold a conversation. It is probabilistic and flexible. - **Automation** is rules-based and deterministic. It is the engine that watches for an event (a form submission, a purchase, a new user) and **runs a sequence of actions** in response. So, here’s what AI automation looks like in practice: 1. **AI you talk to directly:** You open ChatGPT and ask it to write a product description, draft an email, or summarize a report. The AI does real work on command. This is the version of AI most people have used, and it’s where the broader market sits today. 2. **AI inside a workflow:** AI runs as one step inside an otherwise rules-based automation. A product review comes in → AI reads it and writes a response → automation posts the response. This is where teams on the cutting edge of automation have been—using AI as a smart node inside an existing automated workflow. 3. **AI that completes tasks for you.** You describe what you want in plain English and the AI translates it into real work output. That can even mean building an automated workflow. It can also mean executing the task directly—creating a new user, tagging someone in your CRM, drafting a blog post—without stopping to build a recipe at all. **This is where AI automation is going.** Most of the vocabulary you’ll see online still describes AI inside a workflow. The real productivity gains of AI, however, are increasingly in AI that completes tasks for you—i.e., **agentic AI**. ## **Decoding the Buzzwords: AI-Powered, AI Workflow, AI Agent…** Now that we’ve covered what is meant by “AI automation”, you’re probably thinking that it wasn’t that complicated after all. So, what’s with all of the buzzwords—”AI-powered”, “AI workflows”, etc. These terms get thrown around as if they’re four different products. Mostly, they aren’t, however there are some subtle differences that will help you select the right tool when you’re in the market for one: - **“AI-powered”, “AI-led”, “AI Workflow”:** Emphasis on the *workflow*. AI is one or more steps inside a multi-step automation. This is what most teams build day-to-day, but it’s not what gets the most out of AI. - **“AI agent”, “Agentic AI”:** Emphasis on the *AI*. Workflows that involve a conversational AI assistant that can complete multi-step tasks, choose actions, use tools, and build or trigger automations on its own. Less “AI fills in a step in an automation” and more “AI does the work, and the automation is one of the tools it pulls off the shelf.” Bottom line: if a vendor says “AI-powered”, “AI-led”, or “AI workflow automation”, they almost certainly mean “our automation product has AI features inside it.” AI agent workflow automation represents a real shift—**a new layer of AI that sits above or next to your workflows rather than inside them.** ## **AI Agents: The New Layer to Your Automations** An AI agent is an AI system that can take a goal you give it, choose actions, use tools, and complete tasks across multiple steps to reach that goal. It’s the difference between asking an AI model like Claude to write a blog post and telling it, “Handle my content tasks for today”. To give you a clearer picture, here are three things that an AI agent can do that “AI inside a workflow” can’t: 1. **Take actions on your site on command.** You say something like, “Create a new user with this email address…” or, “Tag everyone who bought Course A as a returning customer.” The agent carries out those tasks directly—no automation required. 2. **Pull and analyze real-time data.** Get deep business insights from the latest data without sorting through menus or filters. Ask for patterns in customer buying habits or, if you have an SEO tool, ask for your most popular posts and pages. 3. **Build automations for you.** Describe the workflow you want in plain English; the agent builds the automation. Non-technical users get a working automation without having to learn the builder. ## **What AI Automation Looks Like in Practice (5 Examples)** Enough definitions. Here are some examples of what AI automation actually does for a WordPress site or business: 1. **Lead qualification (AI in a workflow):** form submission → AI reads the message → high-intent leads route to sales, others enroll in a nurture sequence. 2. **Sales summaries (AI agent):** ask an AI agent for yesterday’s sales summary and get a written digest with analysis and insights. 3. **Content refresh (AI in a workflow):** scheduled trigger → AI rewrites the intro of an old blog post for SEO → post updates automatically. 4. **Site maintenance (AI agent):** ask an AI agent to update your site’s plugins and send you a summary of what’s new and what’s changed. 5. **Automation-building help (AI agent):** describe a workflow you want to optimize or an automation you want to build and the AI agent builds it with you. If any of that sounds useful to you, the next question you’re probably asking yourself is what tools provide that kind of AI and automation power for WordPress. That’s where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in. ## **How to Get Started with AI Automation on WordPress** You don’t need a developer or three separate AI subscriptions to start benefitting from AI automation. For WordPress sites, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) provides AI + Automation—an AI agent working alongside WordPress’ most powerful automation engine. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) Uncanny Automator has been the leading WordPress automation and integration tool. It’s cheaper than Zapier, more integrated with your WordPress site, and supports all of the most popular WordPress and external apps, from WPForms to Bluesky. Automator now also delivers first-in-class AI for WordPress. Combining the two, this is how Automator delivers AI automation to its users: - **Recipe Builder:** No-code automations across [**253+ integrations**](https://www.automatorplugin.com/integrations). - [**Uncanny Agent**](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/)**:** A chat-to-build AI assistant that takes actions on command, builds recipes for you, and completes tasks alongside your automations. ([Learn more about Uncanny Agent >>>](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/)). You can start leveraging the productivity-boosting power of AI automation in your WordPress business with Uncanny Automator. [**Get an Automator Pro license >>>**](https://www.automatorplugin.com/pricing). If you’re still exploring what AI and automation can actually do for you (for free), [**install and activate Uncanny Automator Lite >>>**](https://wordpress.org/plugins/uncanny-automator/). AI promises to help the solopreneurs, small businesses, and busy teams that use it to find hours in time-savings and new possibilities opening up before them. What will you do with more time? ## **Frequently Asked Questions** **Is AI automation the same as AI?** No. AI is a capability—writing, classifying, generating, reasoning. AI automation is what happens when you combine that capability with automated workflows, whether AI is doing work inside a workflow, building one for you, or running tasks on command as an AI agent. **Do I need to learn to code to build AI automations?** Not on WordPress. Automator lets you build AI-powered recipes by picking triggers and actions from dropdowns — no code required. And with Agent, you can describe the automation you want in plain English and let the AI assistant draft the recipe for you. **Can I use AI automation with the WordPress plugins I already have?** Yes. Automator integrates with 220+ apps and plugins — including WooCommerce, LearnDash, Gravity Forms, Mailchimp, and HubSpot. The AI piece slots into recipes built with those existing tools; you don’t have to replace anything. **What’s the difference between AI automation and tools like Zapier?** Zapier is a strong general-purpose automation tool that has added AI features over time. Automator is WordPress-native — it runs inside your site, integrates deeply with WordPress plugins, and includes an AI assistant (Uncanny Agent) built in. For WordPress-centric workflows, that means deeper integrations and lower cost. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [Using AI in WordPress: 5 Things You Can Ask Uncanny Agent to Do (Today, Not Someday)](https://automatorplugin.com/using-ai-in-wordpress-5-things-you-can-ask-uncanny-agent/) **Published:** May 13, 2026 **Author:** Brendan Da Costa **Content:** *What can AI do in WordPress? Here are 5 things you can ask Uncanny Agent to do today—SEO audits, sales insights, funnels, updates, and new content.* **TLDR? Get the highlights:** “AI for WordPress” usually means a chatbot stuck in another tab. **Uncanny Agent shows up right inside your WordPress dashboard.** You can ask Uncanny Agent to: - audit your **SEO**, - pull sales **insights**, - build marketing **funnels**, - review plugin **updates**, and - draft **new content**. [**Get access to the leading AI assistant for WordPress >>>**](https://www.automatorplugin.com/pricing) “AI for WordPress” is one of those marketing phrases you’ve probably seen a hundred times by now. Most of the time, it points to a chatbot widget bolted to a site, or a writing tool that lives in another tab. That’s not actually using AI in WordPress—that’s just giving you another subscription to purchase and tab to manage. But **Uncanny Agent** is different. Agent is the most capable AI assistant for WordPress, **built directly into your WordPress dashboard**. If you already have **Uncanny Automator Pro**—the #1 automation and integration plugin for WordPress—then you have access to this powerful new AI agent. It can see your site, read your data, and complete tasks when you ask—all in plain English. No menus to dig through. No tabs to jump between. No workflows to map out. Just ask and Agent does. So what can AI actually do in WordPress? Here are 5 things you can ask Uncanny Agent to do right now. ## **What Is Uncanny Agent (And What Can It Do for You Right Now)?** **Uncanny Agent is an AI assistant for WordPress** that carries out tasks on demand—even beyond your website. Simply describe what you want—audit my SEO, draft a post, pull a sales report—and Agent completes it. Plain English **commands and questions** that lead to **real output and real-time data**. Uncanny Agent is included in Uncanny Automator, the leading automation and integration plugin for WordPress. It’s that automation engine that gives Agent its reach. When you ask Agent to do something, it acts through Automator’s library of triggers and actions so it can actually move data, update records, and fire off workflows, not just describe them. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) Three things set Agent apart from a general-purpose AI tool: - **It’s connected to your site.** Agent reads your posts, orders, users, and form submissions, so it works from your real data instead of generic guesses or imported files. - **It takes action, not just suggestions.** Agent doesn’t describe what *could* be done—it does it. Draft a post, update a setting, build a recipe (Automator’s term for an automation), pull a sales report. - **It works alongside your automations.** Agent can handle the one-off tasks that don’t need recurring automation. Just as importantly, Agent can build recipes for you, helping you to build more functional automations. The five examples below show off some of what Uncanny Agent can do. These are real prompts, dealing with real data, and delivering real results—all inside your dashboard, not next to it. Let’s see what AI can do for your WordPress site today. ## **1. Use AI to Improve Your Site’s SEO** **Prompt:** ✨ *“Audit my last 20 blog posts. Tell me which ones are missing meta descriptions, have weak title tags, or aren’t internally linking to my pricing page. Then list the top 5 I should fix first.”* [![An Unanny Agent chat window in which the user has prompted the AI agent to perform an SEO audit of their last 20 blog posts, showing Uncanny Agent’s response.](https://automatorplugin.com/wp-content/uploads/2026/05/use-ai-to-improve-site-seo.gif "use-ai-to-improve-site-seo")](https://automatorplugin.com/wp-content/uploads/2026/05/use-ai-to-improve-site-seo.gif) SEO audits used to mean exporting CSVs, opening multiple tools, and cross-referencing them by hand. If you run a small site, that’s an afternoon you don’t have. If you manage SEO across a dozen sites, it’s a week. Uncanny Agent reads each site directly, looks for the same gaps a manual audit would catch, and tells you which posts to fix first. This way, you stop guessing which posts are leaving traffic on the table and start with the ones that actually move the needle. If you have a plugin like AIOSEO or MonsterInsights on your site connected to Google Analytics, then you can even drill down into smaller stats like pages views, time on page, etc. ## **2. Get AI Sales Summaries and Insights** **Prompt:** ✨ *“What were my top-selling products over the last 30 days? What’s my average order value? Which products do customers most often buy together?”* [![An Unanny Agent chat window in which the user has prompted the AI agent to generate a WooCommerce sales summary from the previous 30 days, showing Uncanny Agent’s response.](https://automatorplugin.com/wp-content/uploads/2026/05/ai-sales-summary-for-woocommerce.gif "ai-sales-summary-for-woocommerce")](https://automatorplugin.com/wp-content/uploads/2026/05/ai-sales-summary-for-woocommerce.gif) ## **3. Build AI-Powered Marketing Funnels from Scratch** **Prompt:** ✨ *“Build a multi-touch, multi-channel lead funnel and onboarding sequence. If I’m missing plugins or assets—popup builders, forms, email tools—let me know what I need.”* [![Uncanny Agent chat response showing a completed multi-touch lead funnel with recipes that the Agent built.](https://automatorplugin.com/wp-content/uploads/2026/05/multi-touch-multi-channel-lead-funnel.png "multi-touch-multi-channel-lead-funnel")](https://automatorplugin.com/wp-content/uploads/2026/05/multi-touch-multi-channel-lead-funnel.png) Building a real funnel means picking the right tools, connecting them in the right order, and making sure each touchpoint picks up where the form leaves off. That’s a lot to hold in your head at once—especially if you’re starting from scratch or spinning one up under a deadline. Agent looks at what’s already installed on your site, calls out the gaps, and wires the rest together. The result is a working funnel built around the tools you already own, not the ones a blog post told you to buy. ## **4. Review Plugin Updates and Catch Conflicts Early** **Prompt:** ✨ *“Check my site for plugins that haven’t been updated. Summarize each update in one or two sentences. Flag any potential conflicts the updates might cause.”* Plugin updates are the thing nobody reads—until one of them breaks your site. The “update all” button is convenient until one of those updates results in a conflict with your most important workflows. Agent reads the changelogs for you, checks each update against the rest of your stack, and tells you which ones are worth a closer look before you update them. Fewer surprise outages, and plugin updates you actually understand before they go live. ## **5. Use AI to Draft New Content** **Prompt:** ✨ *“Draft a new blog post targeting the primary keyword “how can i use AI in WordPress” with a featured image and save it as a draft. Recommend 3 internal links from posts I’ve already published.”* The blank page is the slow part of writing. Either you’re not sure which keywords you should be targeting or you know what you want to say—you just can’t get started. Because Agent is in your WordPress dashboard, the first draft it gives you is already shaped by your site’s voice and pulls from posts you’ve already published, instead of guessing at context. You start with an idea and, in minutes, Uncanny Agent will have a first draft for you, complete with a featured image, and SEO recommendations. ## **Start Using AI in WordPress** “AI for WordPress” doesn’t have to mean a chatbot bolted to the side of your site. It can mean an AI assistant that audits your SEO, builds your funnel, reviews your plugin updates, and drafts your next post—all from inside your dashboard with plain text commands. The 5 prompts above are starting points. Try one. Then try a second. See for yourself how AI speeds up your output, expands your capabilities, and empowers you to build the website and business you’ve always wanted to. [**Leverage the power of WordPress-native AI with Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) What will you do with more time? ## **Frequently Asked Questions** **What can AI actually do in WordPress?** You can use AI in WordPress for a wide variety of tasks—not just writing blog posts. With the right AI assistant, you can audit your SEO, pull sales insights, build marketing funnels, review plugin updates, and draft new content—all by asking in plain English. That’s just a sample. AI functionality, inside of WordPress or outside of it, is always expanding. Uncanny Automator delivers WordPress-native AI to leverage the latest AI capabilities for WordPress sites and businesses. **Do I need coding skills to use AI in WordPress?** No, you don’t need to know how to code to use AI in WordPress or outside of it. AI agents, like Uncanny Agent, are built for non-technical users. When using AI, describe what you want in plain language and the AI model figures out the rest. Write instructions or ask questions of AI just as you would of a real assistant. **How is Uncanny Agent different from ChatGPT?** Uncanny Agent differs from ChatGPT and other AI models like Claude or Perplexity because it knows your WordPress site. General AI tools are external to your WordPress site. They can suggest ideas, but they can’t look at your real data or do anything for you. Agent is connected to your WordPress install. It can read your posts, your orders, your users, and your forms—and it can complete tasks for you, not just talk about them. **Does Uncanny Agent work with my existing plugins?** Agent works through Automator’s integration network, which covers [**253+ apps and plugins**](https://www.automatorplugin.com/integrations) (including WooCommerce, Gravity Forms, Mailchimp, HubSpot, and most major WordPress plugins). The more plugins on your site, the more Agent can do. **Will AI replace the rest of my WordPress workflow?** No—and it shouldn’t. AI agents like Uncanny Agent are designed to complete tasks alongside your existing automations, not instead of them. Think of AI as an added layer of technology that supports, coordinates, and even runs your existing tech stack, guided by your existing team. Use AI in WordPress to enhance what you already do. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Use Cases --- ### [Introducing Uncanny Agent: The AI Assistant for WordPress That Changes Everything](https://automatorplugin.com/introducing-uncanny-agent-the-ai-assistant-for-wordpress/) **Published:** May 6, 2026 **Author:** Ken Young **Content:** *Meet Uncanny Agent—the AI assistant for WordPress. Ask questions, complete tasks, and build automations from natural language. AI + Automation, one platform.* [![Uncanny Agent robot mascot with WordPress plugin icons in the background, introducing the AI assistant for WordPress.](https://automatorplugin.com/wp-content/uploads/2026/05/introducing-uncanny-agent-ai-assistant-for-wordpress-featured-image-2.png "introducing-uncanny-agent-ai-assistant-for-wordpress-featured-image-2")](https://automatorplugin.com/wp-content/uploads/2026/05/introducing-uncanny-agent-ai-assistant-for-wordpress-featured-image.png) You know the feeling. You sit down in the morning with a plan. Today you’re going to write that blog post. Finish the landing page. Plan next month’s campaign. Work on the thing that actually grows your business. Then the reality of running a WordPress site takes over. You check WooCommerce for yesterday’s orders. You log into Google Sheets to update the spreadsheet. You click through three slow-loading admin screens to find out how many members signed up this week. You copy some text from a draft into a new page, fiddle with the formatting, and realize you’ve burned half an hour on work that produces nothing. The to-do list isn’t getting shorter. The backlog keeps growing. And the work that would actually move your business forward—the creative work, the strategic work, the *human* work—keeps getting pushed to tomorrow. This is the tax that WordPress site owners pay every day. Not in dollars, but in time. In energy. In the slow erosion of the hours that were supposed to go toward building something meaningful. Today, we’re changing that. ## Introducing Uncanny Agent [Uncanny Agent](https://automatorplugin.com/uncanny-agent/) is an AI assistant built into [Uncanny Automator](https://automatorplugin.com/). It understands your WordPress site, answers questions about it, and completes tasks on your behalf—working alongside your automations to help you manage your site more efficiently. [![Uncanny Agent AI assistant for WordPress building a WPForms-to-Mailchimp recipe via chat, with the completed recipe editor behind it.](https://automatorplugin.com/wp-content/uploads/2026/05/agent-recipe-builder-921x1024.png "agent-recipe-builder")](https://automatorplugin.com/wp-content/uploads/2026/05/agent-recipe-builder.png) But here’s what that actually means for your day: - That order report? *“How many orders came in yesterday?”*—answered in seconds, without opening WooCommerce. - That member count your manager needs? *“How many new members signed up this week?”*—done, without clicking through a single admin screen. - That automation you’ve been meaning to build for months? *“Create an automation that enrolls customers in Course A when they purchase Product B, and sends them a welcome email.”*—built from a conversation. - That blog post you haven’t had time to start? *“Draft a blog post about our summer collection with an intro, three product highlights, and a call to action.”*—drafted, on your site, ready to edit. Where you used to check one thing off the list in ten minutes, now you check off five. The backlog that’s been growing for months? It starts shrinking. ## From Automation to AI + Automation Uncanny Automator has been the most powerful [no-code automation engine for WordPress](https://automatorplugin.com/how-it-works/) since it launched in 2018. Connecting [hundreds of plugins and apps](https://automatorplugin.com/integrations/), building complex workflows in a simple click and play interface, eliminating manual repetitive tasks—that’s what we’ve always done, and done better than anyone else in the WordPress space. But automation, as powerful as it is, has a boundary. Automations handle the things you’ve anticipated. The processes you’ve mapped out in advance. They’re powerful because they’re systematic—and limited for the same reason. What about the task that just came up? The question you need answered right now? The workflow you haven’t built yet because you’re not sure where to start? That’s what Uncanny Agent is for. With Agent, Uncanny Automator has become more than an automation and integration platform. It’s an able assistant, executing unique tasks on request and answering questions about your site and business. It’s a fully integrated AI + Automation platform for WordPress—the only one of its kind. Uncanny Recipe Builder handles your systematic workflows. Uncanny Agent handles everything in between—the questions, the tasks, the requests that come up throughout your day. Together, they cover the full spectrum of how you manage your WordPress site. This isn’t just a new feature for Uncanny Automator. Uncanny Agent is a seismic leap forward in WordPress site management, giving you new ways to work within your WordPress site that didn’t exist before today. ## What Uncanny Agent Can Do ### Build Automations Simply by Describing Them WordPress is a powerful CMS on its own. But its real power has always come from its extensive ecosystem of plugins—even if they don’t always work well together. That was the motivation behind making Automator an integration and automation platform—[connecting your plugins and apps](https://automatorplugin.com/integrations/) to enhance your site’s functionality. - Send a customized welcome email based on what the customer purchased. - Sync data to Google Sheets after every purchase. - Notify a team in Slack when a specific form is submitted. However, that same customizability that makes your site powerful also makes it daunting. Where do you start? How do you manage it? Isn’t it easier to fall back on old—if inefficient—habits? Uncanny Agent changes that. Now you can open your WordPress site and simply ask Agent: ✨ *How can I automate some of my day-to-day tasks?” or, “Which workflows should I automate first?”* Uncanny Agent will ask you a few questions about how you manage your site and suggest recipes it can create. Or, if you already know what you want to automate, you can simply tell Uncanny Agent: ✨ *“When someone submits the contact form on our website, send me a Slack notification and add their information to our Google Sheet.”* Uncanny Agent understands your request and creates the automation for you. The recipe, the trigger, the actions, the connections—built from a conversation. ✨ *“Set up a drip campaign that sends a follow-up email 3 days after a user registers, and another one after 7 days.”* Done. ✨ *“When a customer buys Product A, enroll them in Course B and send a welcome email with a course overview.”* Done. The power of Uncanny Automator’s deep integrations is now accessible through natural language. If you can describe a workflow, you can build one. No learning curve. No trial and error. No wondering which trigger to use or how to configure the action. All of those “wouldn’t it be nice ifs” that you’ve daydreamed about for your site? Now, they can be a reality—just ask Agent. ### Complete Tasks Through Conversation We wouldn’t be this excited about the release of Uncanny Agent if it was just another way to build automations. As an AI assistant for WordPress, Agent can actually complete tasks on your behalf. The routine WordPress admin work that fills your day, drains your energy, and chips away at the time you need for meaningful work? Hand it to Agent. Need a new blog post draft? ✨ *“Create a draft blog post about our summer product line with an introduction, three product highlights, and a call to action.”* Need to update your site? ✨ *“Update the site tagline to ‘Handmade goods, delivered fresh.’”* Need to know what’s happening on your site? ✨ *“How many orders for Products A and B came in last week?” or “How many people completed the Sales 101 course this month?” or “What plugins need updating?”* Agent understands your WordPress site—your content, your settings, your plugins, your themes, your data—and can act on it. These aren’t generic answers pulled from the internet. Uncanny Agent offers specific answers and solutions based on your actual site—and can act on them. Think about what this means for your week. The (tedious) thirty minutes you spend every Monday pulling and analyzing sales data. The hour you lose each week navigating admin screens to update pages, check data, and manage content. The half-day you spend each month on tasks that are necessary but not creative, important but not strategic, urgent but not meaningful. Agent gives you that time back. ### Understand Your Site—Not Just WordPress in General This is the distinction that matters most. You could paste a WordPress question into any general AI tool and get a reasonable answer. But that answer is based on WordPress in general—documentation, best practices, common configurations. It doesn’t know what plugins you have installed. It doesn’t know your content. It doesn’t know your data. Uncanny Agent is different because it lives inside your actual site. When you ask “which products are often purchased together?” it checks your WooCommerce data. When you ask “how many users in Group A completed Course B last week?” it looks at your LearnDash data. When you ask it to draft a blog post, it can draft it on your site, with the context of your site’s pages and other posts, *and* generate a featured image—not just output text you have to copy and paste. [![Uncanny Agent AI assistant for WordPress drafting a Caribbean beaches blog post with a featured image, shown alongside the published draft.](https://automatorplugin.com/wp-content/uploads/2026/05/agent-write-tropical-beach-blog-post-1024x1006.webp "agent-write-tropical-beach-blog-post")](https://automatorplugin.com/wp-content/uploads/2026/05/agent-write-tropical-beach-blog-post-scaled.webp) The difference between an AI that knows about WordPress and an AI that knows *your* WordPress site is the difference between advice and action. ## The Most Capable AI Agent for WordPress We say this without qualification (and maybe with a little pride): **Uncanny Agent is *by far* the most capable AI assistant available for WordPress**. While there are already a few conversational assistants for WordPress, their capabilities are very limited. And none of them build automations. Some automation products, on the other hand, have added AI elements. But they’re typically included as decision-making steps within automated workflows. That’s useful, but an AI step in a predefined workflow is not the same as an AI assistant in your dashboard. [![Venn diagram comparing automation tasks like CRM tagging and social posting with AI tasks like content generation, overlapping at agentic AI.](https://automatorplugin.com/wp-content/uploads/2026/05/automation-vs-ai-venn-diagram-1024x702.png "automation-vs-ai-venn-diagram")](https://automatorplugin.com/wp-content/uploads/2026/05/automation-vs-ai-venn-diagram-scaled.png) Uncanny Agent is the only AI assistant for WordPress that can understand your site’s content, answer questions about your data, and complete administrative tasks. All working alongside a mature automation engine. This is a new era of AI for WordPress. And it starts today. ## AI Is a Force Multiplier—If You Run Your Business on WordPress, You Can’t Afford to Ignore It If you run your business on WordPress—whether that’s a [WooCommerce store](https://automatorplugin.com/automate-ecommerce/), a [membership site](https://automatorplugin.com/automate-memberships/), an [online course platform](https://automatorplugin.com/automate-elearning/), a service business, or an agency managing client sites—AI for WordPress isn’t a nice-to-have anymore. It’s the difference between keeping up and falling behind. Uncanny Agent acts as a force multiplier for what you can accomplish: - **Move faster.** Tasks that took ten minutes of clicking through admin screens take ten seconds of conversation. Questions that required pulling data from multiple dashboards get answered instantly. Recipes that took thirty minutes to build get created by describing them in plain language. The gap between “I need this done” and “it’s done” collapses from minutes to seconds. - **Do more with less.** A solopreneur running a WordPress store gets an AI assistant that helps manage their site—like having a knowledgeable colleague available 24/7, without the salary. A marketing manager gets an AI that can update content and pull site data without filing a developer ticket and waiting two days. An operations manager gets instant answers to the questions stakeholders ask every week—in seconds instead of spreadsheets. - **Unlock capabilities you didn’t have before.** For many WordPress site owners, the full power of automation has been just out of reach—too complex to set up, too intimidating to start. Uncanny Agent changes that equation entirely. Describe what you want automated, and it’s done. The barrier between “I wish this were automated” and “it’s automated” is now a sentence. - **Your recipes get smarter.** Uncanny Agent doesn’t replace your existing automations—it enhances them. It can help you build new ones, troubleshoot existing ones, and identify workflows you haven’t thought of yet. The combination of AI and automation is more powerful than either one alone—each makes the other substantially more effective. This isn’t an incremental improvement. When you can manage your site, answer business questions, build automations, and complete tasks through conversation, the way you work in WordPress changes. That ever-expanding to-do list? AI + Automation is how you finally get ahead of it. ## The Businesses That Adopt AI Are Pulling Ahead If you’ve already embraced AI tools in your work, you know how transformative they are. But if you’ve been on the fence—unsure whether AI is ready, relevant, or worth your time—the data tells a clear story: - 72% of organizations are using generative AI and 67% expect their organizations to invest more in AI over the next three years, according to [McKinsey’s State of AI report](https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai). - 74% of AI’s economic value is captured by just 20% of organizations ([PwC, 2026](https://www.pwc.com/gx/en/news-room/press-releases/2026/pwc-2026-ai-performance-study.html)). - Among small businesses specifically, AI adoption increased 41% in a single year ([Thryv, 2025](https://www.businesswire.com/news/home/20250717239434/en/AI-Adoption-Among-Small-Businesses-Surges-41-in-2025-According-to-New-Survey-from-Thryv)). Businesses that adopt AI move faster, operate more efficiently, and grow at a higher rate than those that don’t. And the advantages compound because AI doesn’t just save you time—it lets you do more with it. Publish more content—that’s also better optimized for SEO. Build smarter automations—without becoming an automation engineer. Analyze your business performance—without exporting data and managing spreadsheets. The question isn’t whether AI will transform how WordPress sites are managed. It already is. The question is whether you’ll be among the businesses shaping that transformation—or trying to catch up. ## If You Haven’t Tried AI Yet, This Is Your On-Ramp We know some of our users haven’t used AI tools yet. Maybe you’ve seen the headlines but haven’t found a practical application for your WordPress site. Maybe you’ve tried ChatGPT and weren’t sure how to connect it to the work you actually do. Maybe it just feels like another technology trend that doesn’t apply to you. **We built Uncanny Agent for exactly this moment.** General AI tools are powerful—but they’re general purpose. They require you to figure out how to apply AI to your specific work. Uncanny Agent is different because it’s built for the work you already do. It understands WordPress. It’s connected to your site. And it’s integrated into the automation platform you already use. You don’t need to “learn how to use AI.” You just need to describe what you want: - *“When someone registers, send them a welcome email and tag them in my CRM.”* - *“How many active members do we have in each tier?” “Show me the refund rate for each tier.”* - *“Create a draft page for our upcoming event using the attached file.”* If you can write those sentences, you can use AI. There’s no prompting framework to learn, no technical setup required, no steep learning curve to climb. Uncanny Agent meets you where you are—inside your WordPress admin, ready to help. And if the statistics above tell us anything, it’s that the businesses that start today will have a meaningful advantage over those that wait. The best time to start was yesterday. The second best time is right now. ## One Subscription Instead of Two Imagine you wanted to get AI + Automation working on your WordPress site yesterday, without Uncanny Agent. Your stack would look something like this: - An automation tool like Zapier or Make—$20-50 per month for anything close to meaningful usage - A general AI assistant like ChatGPT, Claude, or Gemini—around $20 per month - Plus the time to glue them together—asking the AI a question, translating the answer into a workflow, and hoping data flows correctly between your WordPress site and the tools you’ve connected ![Zapier](https://automatorplugin.com/wp-content/uploads/2018/08/zapier-icon.svg) ![Make](https://automatorplugin.com/wp-content/uploads/2022/07/make-icon.svg) + ![ChatGPT](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) Stitched stack (Zapier/Make + ChatGPT) ![Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2026/03/Uncanny-Agent.png) Uncanny Automator + Agent Subscriptions 2 separate tools 1 platform Monthly cost $40–70/month $25/month Where it runs Outside WordPress, connected by API Inside your WordPress admin Knows your site’s data No — generic answers from documentation Yes — your content, users, orders, settings Building automations AI suggests; you translate into a Zap by hand Agent wires up the recipe directly AI can act on your site No — read-only suggestions Yes — drafts content, updates settings, runs queries Time from “I need this done” → done Minutes of manual translation Seconds of conversation That’s roughly $40-70 a month for two tools that still don’t talk to each other and don’t truly know your site. The AI is guessing based on generic documentation or giving you more work to do such as taking screenshots, navigating menus, and testing random code. The automation tool sits outside WordPress, connected by API, unable to reach most of what lives inside your database. Uncanny Automator with Uncanny Agent is one platform—one subscription. And because Agent is built into Automator, it has access to your site’s content, users, and data in ways no external AI can match—and it can build the automations a stitched-together stack simply can’t. Ask it a question, and it reads your actual WooCommerce orders. Ask it to create an automation, and it wires up the recipe in the same tool that will run it. One place. One subscription. And deeper integration than any combination of external tools can offer. ## A New Dimension of Uncanny Automator Uncanny Agent represents the most significant expansion in Uncanny Automator’s history. When we created Uncanny Automator 8 years ago, we were the first automation platform for WordPress. Now we’re the first true AI + Automation platform for WordPress—and we’re just getting started. For our existing customers: Agent is available now. You already have access. Open your WordPress admin and start a conversation with Agent. Ask it a question about your site. Ask it to build an automation to help you nurture leads. Ask it to do something you’d normally spend ten minutes doing manually. We think you’ll be surprised by what happens next. For everyone else: if you’ve been struggling to get your business off the ground, falling behind in your to-dos, or waiting for AI to deliver something tangible, this is it. Uncanny Automator was already the most powerful productivity tool in the WordPress ecosystem. Now, with Uncanny Agent, it’s an essential plugin for any WordPress site. Automation plus AI for WordPress doesn’t just improve the equation—it changes it entirely. The to-do list you’ve been drowning in. The admin work that eats your day. The automations you’ve been meaning to build. The time you’ve been meaning to reclaim for the work that matters. This is how you get it back. Work less. Accomplish more. [Try Uncanny Agent →](https://automatorplugin.com/pricing) --- *Uncanny Agent is an AI assistant built into Uncanny Automator. It’s available on all AI + Automation Pro plans.* [*Learn more about Uncanny Agent →*](https://automatorplugin.com/uncanny-agent/) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-1687361045392-300x300.jpeg) Ken Young Ken is the co-founder of Uncanny Owl. With a background that ranges from running a solo web agency to developing eLearning at Google he brings a wealth of experience to building innovative, user-focused products. [See Full Bio](https://automatorplugin.com/author/ken/) [ ](https://automatorplugin.com/author/ken/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Connect WordPress to Your CRM — The Complete Automation Guide](https://automatorplugin.com/how-to-connect-wordpress-to-your-crm/) **Published:** April 30, 2026 **Author:** Brendan Da Costa **Content:** *Learn how to connect WordPress to your CRM—HubSpot, Mailchimp, ActiveCampaign, FluentCRM or any other—using no-code recipes from Uncanny Automator.* **TLDR? Get the highlights:** - Connecting WordPress and your CRM turns lead capture, segmentation, and follow-up into a single, automated system - Three integration patterns unlock almost every workflow you’ll ever need: lead capture, contact sync, and behavioral tagging - Uncanny Automator connects WordPress to HubSpot, ActiveCampaign, Mailchimp, Brevo, FluentCRM, and more—all without writing a line of code - Copy-paste-able recipes inside this guide cover user registration sync, high-intent lead tagging, progressive profiling, and WooCommerce-to-CRM account creation - Best practices help you build integrations that scale cleanly and stay compliant from day one [Download Uncanny Automator Lite for free >>>](https://wordpress.org/plugins/uncanny-automator/) Picture this: a site visitor fills out a one-field exit intent popup and within seconds they are added to your CRM and tagged as “exit intent”. A few moments later, a soft follow-up email lands in their inbox and they are nurtured through your funnel. Progressive profiling, built from simple site interactions like free downloads, clicks and page visits, lets you personalize their experience. Within weeks to months, the customer is at your checkout counter, adding to their lifetime spend which you are tracking in real-time. All of that, and nobody touched a thing. That’s the marketing setup most businesses say they want: leads that capture, segment, and nurture themselves, with humans stepping in only at crucial touchpoints. That’s the marketing setup you can have when you connect WordPress to your CRM—and it’s surprisingly easy to build. In this guide, I’ll show you how Uncanny Automator integrates the most popular CRMs with WordPress sites and give you some tips for nurturing leads on autopilot. By the end of this guide, you’ll have connected your WordPress site to your preferred CRM and be well on your way to a fully-automated email marketing system. Let’s get started. ## **What a Connected WordPress-CRM Setup Looks Like** When WordPress and your CRM work together as a single system, your marketing operation gets a quiet but significant upgrade. You get: - **Instant lead sync:** Form submissions create or update CRM contacts the moment they happen—no exports, no waiting. - **Behavioral context:** Leads are tagged automatically based on what they actually do—”downloaded whitepaper,” “attended webinar,” “visited product page three times”. - **Triggered workflows:** Follow-up emails, lead scoring updates, and task assignments fire the instant a lead is ready for them - **Single source of truth:** Lead data stays consistent across both platforms, with every system seeing the same picture of each contact For marketing managers, this means cleaner data, faster sales handoffs, and campaign attribution that actually works. For solopreneurs, it means leads that nurture themselves while you focus on delivering the goods. For every WordPress site, it means email marketing automation that fuels and supports future growth. ## **Three Ways WordPress Integrates With Your CRM** Almost every WordPress-CRM workflow falls into one of three categories: lead capture, contact and data synchronization, and behavioral segmentation. Understanding these different types of integrated workflows will help you build smarter, more conversion-ready email funnels. ### **Lead Capture: Form Submission to CRM Contact** The first step in connecting WordPress to your CRM should be focused on capturing and nurturing leads. The workflow goes something like this: 1. A site visitor fills out a form (Gravity Forms, WPForms, etc.). 2. The submission becomes a new (or updated) CRM contact. 3. The contact is automatically segmented based on their submitted form fields. 4. The contact receives a confirmation email and enters a drip sequence. ### **Contact and Data Synchronization: Keeping Your CRM Updated** Lead capture is just the start. Once someone is in your CRM, their record should keep evolving to reflect the latest and most accurate information across all of your platforms. That’s called data synchronization and it is an essential part of creating a smooth customer experience. Whenever a contact completes a purchase, finishes a course, or renews their subscription, take that as an opportunity to update their profile in your CRM. The information for an email contact that might change over time includes: - country/state (billing and/or shipping), - phone number(s) and social media accounts, or - job title and honorifics. It might not seem like much, but these changing fields can impact the timing of your campaigns, the channels you use for marketing, and even sales and operations decisions. ### **Behavioral Tagging: Segment Leads by What They Actually Do** Stated preferences are nice—but behavior is the real tell. Once you’ve integrated your CRM and WordPress website, on-site activity becomes a powerful option for enriching your segmentation. This is where you get to build funnels that respond to your customers’ revealed preferences instead of attempting to create one-size fits all campaigns that reach everyone and convert no one. A fully-integrated WordPress-to-CRM setup lets you tag contacts based on anything that happens on your site, such as: - course completions, - content interactions, - purchase history, or - event attendance. With the right automation and integration tool (such as Uncanny Automator) you can even tag your contacts based on custom metrics such as the frequency of logins. ## **Connect WordPress to HubSpot, ActiveCampaign, Mailchimp, FluentCRM, and More** At the start of this guide, I promised to show you how Uncanny Automator connects your WordPress site to your CRM. This is where the rubber hits the road. Below are quick-start instructions for integrating WordPress with the most popular CRMs (**HubSpot**, **ActiveCampaign**, **Mailchimp**, and **FluentCRM**). *Still deciding which CRM is best for your business? Check out our* [*full list of the best CRMs for WordPress websites*](https://automatorplugin.com/the-best-wordpress-crm-platforms-for-any-business/)*—who made the list (and who didn’t) will surprise you.* ### **Get started with Uncanny Automator** Whichever is your preferred CRM, to connect it to your WordPress site, you’ll need to have Automator installed. [Install and activate Uncanny Automator Lite from the WordPress repository](https://wordpress.org/plugins/uncanny-automator/) or from your WordPress Admin Dashboard. Alternatively, get started with [**Automator Pro**](https://automatorplugin.com/pricing) to access enhanced marketing automation features such as **filters**, **loops**, and **powerful addons**. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ### **WordPress-HubSpot Integration** HubSpot is among the most popular CRMs for WordPress thanks to its generous free tier, easily editable custom fields, and robust API. Connecting it to WordPress with Automator takes less than two minutes. From your WordPress Dashboard, navigate to: 1. **Automator** > **Settings**. 2. Click the **App integrations** tab and scroll down to **HubSpot**. 3. Click **Connect HubSpot account** and follow the prompts as they appear. [![Uncanny Automator HubSpot settings page listing available actions and a Connect HubSpot account button to connect WordPress to your CRM.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-settings-hubspot-integration-1024x815.png "automator-settings-hubspot-integration")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-settings-hubspot-integration.png) For the full step-by-step walkthrough, read our [complete guide to connecting HubSpot to WordPress >>>](https://automatorplugin.com/how-to-connect-hubspot-to-wordpress/) ### **WordPress-ActiveCampaign Integration** ActiveCampaign combines CRM, email, and sales automation in one platform. It’s perfect if you want sophisticated marketing automation workflows triggered by WordPress activity. Connecting ActiveCampaign to your WordPress site is easiest with Uncanny Automator and takes just a few clicks. From your WordPress Dashboard, navigate to: 1. **Automator** > **Settings**. 2. Click the **App integrations** tab and scroll to **ActiveCampaign** (it should be at or near the top). 3. Click **Connect ActiveCampaign account** and follow the prompts as they appear. For the full walkthrough, read our [complete guide to connecting ActiveCampaign to WordPress >>>](https://automatorplugin.com/how-to-connect-activecampaign-to-wordpress/). For advanced email marketing automations, you can also [enable ActiveCampaign triggers](https://automatorplugin.com/knowledge-base/activecampaign-triggers/), allowing two-way sync between your WordPress site and your CRM. ### **WordPress-Mailchimp Integration** Mailchimp is ideal for email-first automation, audience segmentation, and newsletter management. Connecting it to WordPress is wonderfully simple with Automator. From your WordPress Dashboard, navigate to: 1. **Automator** > **Settings**. 2. Click the **App integrations** tab and scroll to **Mailchimp**. 3. Click **Connect Mailchimp account** and follow the prompts as they appear. [![Uncanny Automator Mailchimp settings page listing available actions and a Connect Mailchimp account button to connect WordPress to your CRM.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-settings-mailchimp-integration-1024x814.png "automator-settings-mailchimp-integration")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-settings-mailchimp-integration.png) For the full step-by-step guide, read [the easiest way to connect Mailchimp to WordPress in four steps >>>](https://automatorplugin.com/how-to-connect-wordpress-to-mailchimp-in-4-steps/). For advanced email marketing automations, you can also [enable Mailchimp triggers](https://automatorplugin.com/knowledge-base/mailchimp-wordpress-triggers/), allowing two-way sync between your WordPress site and your CRM. ### **FluentCRM Integration** FluentCRM is a WordPress-native CRM plugin—meaning your contact database lives inside your WordPress install. Even so, FluentCRM requires a plugin like Automator to connect to your other apps and plugins. Because FluentCRM lives in your WordPress site, you don’t need to connect your account. From your WordPress Dashboard, navigate to **Automator** > **Add new recipe**. You will find FluentCRM already connected in the recipe builder. [![Grid of Uncanny Automator integrations for WordPress. The user has highlighted “FluentCRM”.](https://automatorplugin.com/wp-content/uploads/2026/04/fluentcrm-integration-1024x711.png "fluentcrm-integration")](https://automatorplugin.com/wp-content/uploads/2026/04/fluentcrm-integration.png) Because FluentCRM lives inside WordPress, no API authentication is required—actions fire instantly with zero latency. *Don’t see your preferred CRM? Find all of the most popular CRMs and email platforms in* [*the full list of 253 integrations*](https://www.automatorplugin.com/integrations)*.* ## **Creating WordPress and CRM Automations** Now that you have Automator installed and your CRM connected, it’s time to start building some automations that connect them. Let’s take a look at setting up three recipes (that’s what Automator calls automations) that cover lead capture and nurture, data synchronization, and behavioral tagging. ### **Lead Capture: WPForms Contact Form to FluentCRM** [![Uncanny Automator recipe to connect WordPress to your CRM, triggering on a WPForms submission and adding the contact in FluentCRM.](https://automatorplugin.com/wp-content/uploads/2026/04/connect-wpforms-to-fluentcrm-recipe-1024x592.png "connect-wpforms-to-fluentcrm-recipe")](https://automatorplugin.com/wp-content/uploads/2026/04/connect-wpforms-to-fluentcrm-recipe.png) The first recipe that I recommend building to connect WordPress to your CRM is a simple lead capture automation. This one applies universally, even if you’re using a WordPress-native CRM or email platform like FluentCRM. To recreate the recipe pictured above, follow these steps: 1. From your WordPress Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Everyone**. 2. Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “Contact Form Lead Capture: WPForms to FluentCRM”. 3. In the *Triggers* panel, select **WPForms** (or your preferred form-building plugin). From the dropdown list that appears, select **A form is submitted**. Select your form and click **Save**. 4. In the *Actions* panel, click **Add action** and select **FluentCRM**. From the dropdown list that appears, select **Add or Update a contact**. 5. Automator will present you with a set of fields. In the *Email* field, select the “Email” token from the WPForms trigger. Fill out the remaining fields as desired and click **Save**. [![Uncanny Automator token picker showing numbered steps: click the asterisk, expand the Contact Form trigger, then select the Email token.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-wpforms-email-token-1024x604.png "automator-wpforms-email-token")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-wpforms-email-token.png) That’s it! All you have to do is toggle the recipe from “Draft” to “Live”. ### **Data Sync: User Registration to CRM with Lead Source** Contact list health is a product of data synchronization—as is the quality of your customers’ experience. Keeping your contact list fresh and current is less about building specific recipes and more about building them right. To make sure that fields like “Country” and “Phone Number” stay accurate, build recipes like this one: 1. From your WordPress Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. 2. Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “Data Synchronization: Update HubSpot Contact Information”. 3. In the *Triggers* panel, select **Woo**. From the dropdown list that appears, select **A user purchases a product**. Set the *Trigger condition* and *Product* the click **Save**. 4. In the *Actions* panel, click **Add action** and select **HubSpot**. From the dropdown list that appears, select **Create/Update a contact in HubSpot**. 5. Automator will present you with a set of fields. In the *Email* field, select the “Email” token from the Woo trigger. Fill out the remaining fields as desired. Before clicking **Save**, make sure that you have checked the box “If the contact already exists, update their info”. [![Uncanny Automator CRM action settings showing additional fields table and a checked option to update info if the contact already exists.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-if-contact-exists-update-info-1024x543.png "automator-if-contact-exists-update-info")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-if-contact-exists-update-info.png) ### **Behavioral Tagging: Build Segments That Matter** [![Uncanny Automator recipe to connect WordPress to your CRM, tagging Mailchimp contacts when a user completes a LearnDash course.](https://automatorplugin.com/wp-content/uploads/2026/04/connect-learndash-to-mailchimp-tag-recipe-1024x609.png "connect-learndash-to-mailchimp-tag-recipe")](https://automatorplugin.com/wp-content/uploads/2026/04/connect-learndash-to-mailchimp-tag-recipe.png) Tags and segments are usually not static. Tags change as your products and services do. Segments adapt to changing funnels and consumer habits. By integrating your CRM with WordPress, you can create tags and edit lists nimbly. For CRMs like Mailchimp, Automator lets you create tags on the fly so you can create segments based on what your customers are actually doing. For example, in the recipe pictured above, I can add a tag to my contacts in Mailchimp when they complete a LearnDash course. Alternatively, you can use Automator’s **Loops** to retroactively apply tags to all of your contacts based on their purchase history. [![Uncanny Automator user loop to connect WordPress to your CRM, filtering customers by WooCommerce purchase and tagging them in Mailchimp.](https://automatorplugin.com/wp-content/uploads/2026/04/user-loop-mailchimp-action-tag-contact-1024x656.png "user-loop-mailchimp-action-tag-contact")](https://automatorplugin.com/wp-content/uploads/2026/04/user-loop-mailchimp-action-tag-contact.png) Create more recipes like these to capture more leads, build better segments, and keep your email list healthy. ## **Best Practices for Integrating Your CRM With WordPress** Connecting WordPress to your CRM was the easy part. To make sure that it stays easy, I’ve put together some best practices so that your setup scales gracefully as your business grows. Make sure to apply these principles before creating too many recipes so you can handle more contacts and more complexity in the future. **1. Use Email as Your Unique Identifier** Email is the universal key across WordPress users, form submissions, and CRM contacts. Map email correctly in every recipe using tokens, and turn on your CRM’s native duplicate detection rules. When configuring CRM actions in Automator, choose “update if exists” options where available—this prevents duplicate contacts when the same person fills out multiple forms over time. **2. Test Every Recipe Before You Trust It** Before taking your hands off the wheel, make sure your new WordPress-to-CRM engine is pointed in the right direction. Test every recipe with dummy data. Submit a fake form, register a test user, place a test order. Then check Automator’s recipe logs (under Automator > Logs) to verify each action ran successfully and that field values mapped correctly to your CRM. This is a good time to check potential conflicts like date and time formats. If you run into a conflict, check out Automator’s **Formatter** integration for help. **3. Use Filters, Delays, and Loops for Real-World Workflows** Real workflows—especially lead-nurture related workflows—are rarely as straightforward as one trigger and one action. They have edge cases, timing requirements, and bulk operations. Automator Pro’s filters, delays, and loops let you handle these without writing custom code: - **Filters** skip actions when conditions aren’t met (e.g., only sync if order value > $100) - **Delays** stagger follow-ups (e.g., wait three days after signup before triggering a re-engagement email) - **Loops** run actions across many records (e.g., re-tag every WooCommerce customer who bought a specific product) [Read more about advanced Automator features](https://automatorplugin.com/advanced-wordpress-automation/). **4. Plan for GDPR and CCPA From Day One** If you’re collecting lead data, you’re collecting personal data—and that means you need a deletion plan. Automator can help you delete user data from your WordPress site (and some CRMs) when a deletion request comes in. You can also use Automator to tag the contact with a deletion request in your CRM for follow-up review and processing. **5. Choose a Single Source of Truth** For every contact field, decide which system is the master: WordPress or your CRM. If a customer changes their phone number in their WordPress account, does that update flow to the CRM? If your sales team updates a CRM custom field, does that flow back to WordPress? For most setups, your CRM should be the source of truth for contact and engagement data, while WordPress is the source of truth for site-specific behavior (purchases, course progress, membership status). Automator’s Custom User Fields addon makes WordPress a viable source of truth when you need it. ## **Final Thoughts and Next Steps** When WordPress and your CRM work together as one system, your marketing operation runs on a different level. Lead capture is instant. Segmentation is automatic. Follow-ups happen the moment a lead is ready for them. And your team gets to spend their time on the work that actually moves the needle—strategy, creativity, and conversations with the leads that are ready to buy. Start with one recipe: connect your most important contact form to your CRM and test it with a dummy submission. Once that’s running, layer in tags, conditional logic, and progressive profiling. Within a week, you’ll have an integration that rivals the most expensive marketing automation platforms—and it’ll run from inside WordPress, where the rest of your business already lives. Ready to build it? [Download Uncanny Automator Lite for free](https://wordpress.org/plugins/uncanny-automator/) and pick your CRM integration guide above. What will you do with more time? ## **Frequently Asked Questions** **How do I choose which CRM to connect to WordPress?** Start with the tools you already use. If your sales team lives in HubSpot, connect HubSpot. If your business is email-first, Mailchimp or Brevo are easy entry points. If you want a CRM that lives entirely inside WordPress (with no external API dependencies), FluentCRM is the most natural fit. For a deeper comparison, check out our[ roundup of the best WordPress CRM platforms](https://automatorplugin.com/the-best-wordpress-crm-platforms-for-any-business/). **Will I lose existing CRM data when setting up these automations?** No. The recipes in this guide only add or update contacts moving forward. Your existing CRM data stays untouched. If you want to backfill historical WordPress data into your CRM, you can build a separate one-time recipe using Automator’s User Loops feature. **What if a contact already exists in my CRM?** Configure your recipe to “update if exists” instead of “create.” Almost every CRM action in Automator has this option. It prevents duplicates and keeps records current as the same lead engages with you across multiple forms and pages. **Can I sync data back from my CRM to WordPress?** Yes—Automator has triggers for many CRMs including Mailchimp and ActiveCampaign. Beyond that, Automator supports incoming webhooks, which means your CRM can push contact updates back to WordPress in real time from just about any platform. Most native recipes focus on WordPress → CRM because that’s the most common direction, but two-way sync (or bi-directional sync) is fully supported using webhook triggers. **Do I need to manage API keys?** For external CRMs like HubSpot, ActiveCampaign, Mailchimp, and Brevo, you’ll connect once via API key or OAuth. Automator stores these credentials securely in your WordPress install. FluentCRM requires no API key at all since it lives inside WordPress. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Use Cases --- ### [The Complete Guide to WordPress Automation with Uncanny Automator](https://automatorplugin.com/complete-guide-to-wordpress-automation/) **Published:** April 28, 2026 **Author:** Brendan Da Costa **Content:** *WordPress automation, explained: how to automate WordPress with Uncanny Automator’s no-code Recipe Builder and 220+ integrations.* **TL;DR? Get the highlights:** - WordPress automation means using software to **run repetitive tasks automatically**. You can automate everything from form submission processing and CRM tagging to data synchronization and content publishing. - Automations (or recipes) are combinations of **triggers** (something that happens) and **actions** (what happens next). Some automations can include branching logic using **filters** (conditions that must be met). - [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the leading WordPress automation plugin, with hundreds of integrations and a visual, click-and-play recipe builder. - Automator is **WordPress-native**—it runs on your site, not on an external service, which means deeper integrations, faster execution, and no per-task pricing. See the full list of Automator’s [253 integrations](https://www.automatorplugin.com/integrations). - **You can start free with Uncanny Automator Lite** and upgrade when you need more integrations, advanced logic, or multi-site licensing. [**Ready to work less and live more? Get started with Uncanny Automator for free >>>**](https://wordpress.org/plugins/uncanny-automator/) Ever finish a workweek and wonder where the time went? For most WordPress site owners, the answer is buried in a stack of small, repetitive admin tasks. Tagging contacts in your CRM and updating lists and segments. Copying form submissions into a spreadsheet. Posting an update in Slack every time a high-value customer signs up. Reconciling data between WordPress and the three other tools you depend on. If any of that sounds familiar, this guide is for you. WordPress sites generate a constant stream of these tiny jobs and site owners often think they have to do this work manually—clicking, copying and pasting their way through dozens of small tasks a day. **WordPress automation is how you reclaim your time** from those tedious tasks. Instead of handling each task yourself, you build workflows that handle them for you: - A contact form submission flows into your CRM, your spreadsheet, and your Slack channel—all at once. - A paid checkout fires off the right tags, the right segments, and the right follow-up sequence. - A published post triggers social shares and a newsletter broadcast. The work still happens—you just stop doing it. And in this complete guide to WordPress automation, I’ll show you how. What it is, why it matters, how to set it up, and how to use Uncanny Automator—the #1 automation and integration plugin for WordPress—to take hours of manual work off your plate every week. Whether you’re a solopreneur running a single site, a marketing manager juggling campaigns, or an agency managing dozens of clients, everything in this guide applies. Let’s dive in. ## **What Is WordPress Automation?** WordPress automation is the practice of using software to run repetitive site tasks—the small, rule-based jobs that normally eat your afternoon. Here’s what that looks like in practice: - **Contact form to spreadsheet:** Someone fills out a form → their details land in Google Sheets or Airtable, automatically tagged with the date and source. - **Cross-system tagging:** A customer buys a course or membership → they’re tagged in your CRM and added to a course-specific email segment. - **Email notifications:** A post or product goes live → your subscribers get a broadcast and your Slack channel gets a heads-up. - **Data sync:** A user updates a custom field in their profile → their corresponding custom field in Mailchimp, HubSpot, or ActiveCampaign is changed and in your backup spreadsheet. - **Content publishing:** A new blog post is published → it gets pushed out across your social channels such as X, Facebook, and LinkedIn. - **Comment moderation:** A new comment arrives → it’s flagged for review if it contains certain keywords, or auto-approved if it’s from a verified customer. - **Inventory management:** A product hits low stock → you get a Slack ping, the supplier gets a reorder email, and a “limited stock” badge appears across your site. - **Progress nudges:** A student hasn’t completed a lesson in a week → they get a gentle email reminder, and the group leader gets a dashboard update. Without automation, these things happen manually—or they don’t happen at all, which usually means money left on the table or customers left waiting. ## **What WordPress Automation Does For You** The case for automation isn’t complicated: anything a computer can do reliably, a computer should do. For WordPress websites, automation: - **Saves time.** Automation can do in seconds what it takes even experienced WordPress site owners hours or even days to do. Contact and order form processing, order fulfillment, user management, data entry—handled in seconds with automation. - **Reduces errors.** Manual data entry introduces typos, missed fields, and duplicate records. A workflow that runs the same way every time doesn’t forget to add a tag, doesn’t spell the email wrong, and doesn’t get distracted by a Slack notification halfway through. - **Improves the customer experience.** Automation closes the gap between an action and the response to it. For example, a site visitor fills out a contact form and within seconds they’re in your CRM, on the right email list, and your sales team gets a Slack notification. All of it geared towards creating a smoother customer experience. - **Scales your business.** You can handle more customers, more content, and more complexity without adding headcount. For a solo operator, automation is the difference between plateauing at a hundred customers and growing to a thousand. - **Saves money.** Fewer manual tasks means less admin overhead, fewer dropped follow-ups, and less revenue leaking out the cracks between your tools. - **Frees you up for the work only you can do.** Strategy. Product. Writing. Talking to customers. The work that actually grows a business rarely happens in a spreadsheet—but manual work keeps you trapped in one. The point of WordPress automation isn’t to cram more tasks into your day or replace members of your team. It’s about doing more with less so you can actually work less and live more. ## **What Makes Uncanny Automator the Best WordPress Automation Plugin** Automation is the goal. But it doesn’t happen by itself. You need an automation platform to do the actual work of listening for events, connecting your tools, and running the actions you want. The category is crowded. General-purpose Integration Platform as a Service products (iPaaS) like Zapier and Make have been around for years. Self-hosted alternatives like n8n have a growing developer following. And a handful of WordPress-specific plugins compete in the same space. They all do roughly the same job at the surface level: trigger an action in one tool when something happens in another. What separates them is *how* they do it—where they run, what they can integrate with, and what they cost over time. For WordPress sites specifically, **Uncanny Automator** is the strongest option in the category. It’s the #1 automation and integration plugin for WordPress, with hundreds of integrations, tens of thousands of active installs, and a 4.9/5 average rating. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) The way Automator works comes down to one core idea: instead of writing code or wiring webhooks, you build *recipes* (that’s what Automator calls its automations) by clicking through a visual builder. A recipe connects two or more of your plugins or platforms so that an event in one triggers an action in another. The mechanics are identical whether you’re moving contact form or sales data into a spreadsheet on Monday or putting together a multi-step content publishing engine. Only the integrations change. What makes Automator the best WordPress automation plugin specifically comes down to two things: it’s WordPress-native by design, and it outperforms general-purpose alternatives on the dimensions that matter most for WordPress sites. ### **WordPress-Native by Design** The first thing that sets Automator apart is also the simplest: it runs on your WordPress site, not on a third-party server. That sounds like a small detail, but it changes the whole experience. - **Faster execution.** Recipes don’t have to leave your server, get processed in someone’s data center, and come back. Most actions happen instantly. - **Deeper integrations.** Automator can read and write directly to your WordPress database, which means it has access to plugin data that external services often can’t see or require some code to access. - **No per-task pricing.** Automator licenses are flat—you don’t pay per workflow run, so you can fire as many recipes as you want without watching a meter. - **Your data stays put.** Information only leaves your server when you explicitly send it somewhere (to Mailchimp, for example). Otherwise, everything stays local. For most WordPress site owners, this is the deciding difference. External automation tools are general-purpose; Automator is WordPress-built. ### **How Automator Compares to Other Automation Tools** If you’ve evaluated automation options before, you’ve probably come across names like Zapier, Make, n8n, and OttoKit, amongst others. Each has its strengths in its own niche. Zapier and Make are the leading general-purpose iPaaS tools. n8n is a self-hosted open-source alternative. OttoKit and AutomatorWP are WordPress-focused competitors. For WordPress-centric work, here’s how Automator stacks up against the most popular options: **Uncanny Automator****Zapier****Make****n8n**Runs on your WordPress site✅❌❌Self-host onlyDirect access to WordPress data✅❌❌❌Deep WP plugin integrations (LearnDash, WooCommerce, MemberPress, etc.)✅LimitedLimitedLimitedNo per-task pricing✅❌❌✅Free tier available✅ (Lite)✅ (limited)✅ (limited)✅ (self-host)Your data stays on your server✅❌❌✅If most of your automation lives in or around WordPress, Automator is the right call. ### **Get started with Uncanny Automator** You can always [install and activate Uncanny Automator Lite from the WordPress repository](https://wordpress.org/plugins/uncanny-automator/) or from your WordPress Admin Dashboard. But if you already know which tasks you want to automate, get started with Automator Pro. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Building Your First WordPress Automation** Now that you have Automator installed and activated, you can begin automating your WordPress workflows. Every Automator recipe is built from at least two pieces: a **trigger** (an event that kicks the recipe off) and an **action** (what happens next). Additional features like filters or delays are optional. In this section, we’ll build a simple first recipe together: when someone submits a contact form on your site, send them an email confirmation. It uses the native WordPress email integration, so you don’t need to set up a third-party email service to follow along. This walkthrough assumes you already have Uncanny Automator installed and activated on your site. If not, scroll up—it takes about two minutes. **Step 1: Open the Recipe Builder** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. [![Automator submenu in the WordPress admin sidebar, showing options for Recipes, Add new recipe, Recipe Categories, App Integrations, and others.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-menu-2-632x1024.png "automator-menu-2")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-menu-2.png) Automator will prompt you to select a recipe type: **Logged-in users** (recipes that fire only for authenticated users) or **Everyone** (recipes that fire for anyone, logged in or not). For most use cases—such as contact form submissions—select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) Give your recipe a clear, descriptive title at the top of the page—something like “Contact form: send confirmation email”. Future-you will thank present-you when there are dozens or even hundreds of recipes and you need to find them quickly. **Step 2: Add Your Trigger** Triggers are organized by integration. In the Trigger panel, click to choose an integration. For this example, choose your form plugin (WPForms, Gravity Forms, Fluent Forms, Contact Form 7, or whichever you use on your site). [![Trigger integration picker showing logos for popular form plugins including Contact Form 7, WPForms, Fluent Forms, and others.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-form-integrations-1024x706.png "automator-form-integrations")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-form-integrations.png) After selecting your form plugin (I’ve selected WPForms), Automator will present you with a dropdown list of available triggers. From this dropdown, select **“A form is submitted”**. [![Dropdown list of WPForms triggers in Uncanny Automator. The user has highlighted the trigger, “A form is submitted”.](https://automatorplugin.com/wp-content/uploads/2026/04/wpforms-a-form-is-submitted-1024x421.png "wpforms-a-form-is-submitted")](https://automatorplugin.com/wp-content/uploads/2026/04/wpforms-a-form-is-submitted.png) Next, Automator will prompt you to select a form. For example, I have selected “Content Form”. [![WPForms form selector dropdown field in Uncanny Automator. The user has selected “Contact Form”.](https://automatorplugin.com/wp-content/uploads/2026/04/wpforms-contact-form-1024x405.png "wpforms-contact-form")](https://automatorplugin.com/wp-content/uploads/2026/04/wpforms-contact-form.png) Once you’re finished, click **Save**. Your trigger is set. **Step 3: Add Your Action** In the *Actions* panel, click **Add action** and select **Emails** from the menu of available integrations. [![Uncanny Automator grid of integrations icons. The “Emails” integration is highlighted with a blue border.](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png "emails-integration")](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png) From the dropdown list, select **“Send an email”**. Automator will present you with an email editor. You’ll see all of the regular email fields (*From*, *To*, *Subject*, etc.). **This is where tokens come in.** In Automator, tokens are dynamic placeholders that pull data from your WordPress site or from triggers and other actions within recipes. For example, we’re going to select the token from the form submission trigger that represents the submitter’s email. To select a token, click the **Asterisk** in a field and select a token. In our example, select **Contact Form is submitted** > **Email**. (Note: the name of the tokens from your form plugin are taken from the names of the fields in the form.) [![Uncanny Automator token picker showing numbered steps: click the asterisk, expand the Contact Form trigger, then select the Email token.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-wpforms-email-token-1024x604.png "automator-wpforms-email-token")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-wpforms-email-token.png) Fill out the remaining required fields such as **Subject** and **Body**. Use tokens here too—add personalization with the contact’s name if you have it from your form. Once you’re finished, click **Save**. **Step 4: Switch the Recipe Live** You’re just about to complete your first WordPress automation. In the upper-right of the recipe page, you’ll see a toggle marked **Draft**. Click it to switch the recipe to **Live**. [![Recipe status toggle in the upper-right of the Recipe Builder, showing the toggle in the Live position with a green indicator](https://automatorplugin.com/wp-content/uploads/2026/04/contact-form-email-confirmation-automation-3-1024x613.png "contact-form-email-confirmation-automation-3")](https://automatorplugin.com/wp-content/uploads/2026/04/contact-form-email-confirmation-automation-3.png) That’s it. The recipe is active. To verify it’s working, submit a test form on your site using an email address you control. Within a few seconds, you should receive your confirmation email at that address. *Want to style your WordPress emails?* [*Learn how to make branded, beautiful emails with totally free plugins >>>*](https://automatorplugin.com/wordpress-email-branding/)*.* If something doesn’t fire as expected, check **Automator > Recipe Log** in your WordPress admin. Every recipe run is logged there—including failures—so you can see exactly what happened and why. You’ve just built your first WordPress automation. Let’s look at what becomes possible when you go deeper. ## **Building Advanced WordPress Automations With Automator** The recipe you just built is the entry point—one trigger, one action, no frills. But Automator can do much more than that. Once you’re comfortable with the basics, several advanced features unlock workflows that would be impossible (or wildly expensive) with general-purpose automation tools. ### **Filters: Conditional Logic Inside Recipes** Filters allow for branching logic within recipes. Without them, a recipe runs every time the trigger fires. With filters, it runs only under specific conditions. A few practical examples: - Only run if the WooCommerce order total is over $500 - Only run if the customer is from a specific country - Only run if the form submission contains a particular value in a particular field - Only run if the user has a specific role (e.g., “Subscriber” but not “Customer”) Filters are stackable. You can chain multiple conditions (“order total over $500 AND from the US AND first-time buyer”) so a recipe fires only for very specific scenarios. Filters give your recipes the flexibility to match your actual workflows. ### **Tokens: Dynamic Data Between Steps** We briefly looked at the tokens in the recipe that we created. However, they’re capable of doing a lot more. Automator offers hundreds of different types of tokens, from user-based tokens to date and time tokens. This allows you to easily retrieve, use, and even edit WordPress metadata without writing code or reading unrecognizable html. Want the welcome email to address the customer by first name? Drop in the first name token. Want the Slack notification to show the order total? Drop in the order total token. Want the spreadsheet row to log which form was submitted? Drop in the form name token. Tokens turn rigid templates into personalized, contextual workflows. They also work across multiple actions in the same recipe. Data captured by the trigger is available to every action that follows, so you can pass form details into a CRM tag, a Slack ping, and a Google Sheets row all at once, without ever entering anything manually. ### **Loops: Run Recipes Across Many Records at Once** Most recipes run on individual events—one form submission, one order, one user. Loops do something different: they run a recipe across an entire set of records. Automator supports three types of loops: - **User Loops** run a recipe across a set of users. Example: once a week, send an email to every user with a specific membership status or tier. - **Post Loops** run a recipe across a set of posts (or any custom post type). Example: once a month, find every blog post older than 12 months that hasn’t been updated and queue it for a content audit. - **Token Loops** iterate over the contents of a token—useful when a single trigger event contains multiple items (like a WooCommerce order with several products) and you want to run an action for each one. Loops are an Automator Pro feature, but they’re the answer whenever you want to “run an automation across a bunch of records at the same time”. ### **Addons** Beyond the core integrations, Automator has a library of add-ons that extend your WordPress site’s capabilities and make managing your workflows even easier. - **Custom User Fields Addon:** Add fields to user profiles to store data such as phone numbers, social accounts, referral codes, and more. - **Restrict Content Addon:** Easily restrict your WordPress content such posts, pages, and even modules. - **User Lists Addon:** Create and manage users segments directly in your WordPress dashboard. - **Dynamic Content Addon:** User-specific or sitewide content blocks that update in real-time with no page refresh required so you can build interactive content elements on your site. - **Elite Integrations Addon:** Advanced integrations such as QuickBooks Online and Salesforce for power-users. Automator addons are included for free with Plus and Elite licenses. ### **Webhooks** If a service isn’t natively integrated with Automator, webhooks usually bridge the gap. Automator can receive incoming webhooks and send outgoing webhooks, effectively making the entire internet your tech stack. ### **Delays and Scheduled Actions** Pro recipes can include delays between actions (“send the follow-up email three days after enrollment”) or be scheduled to run at specific times. This is what makes drip campaigns, renewal sequences, and time-based reminders possible without bolting on a separate scheduling tool. For the full deep-dive on advanced WordPress automation features and patterns, see our[ complete guide to advanced WordPress automation](https://automatorplugin.com/advanced-wordpress-automation/). ## **More Ways to Automate Your WordPress Site** Form-to-email is just the start. Automator can power workflows across nearly every part of a WordPress site, from membership lifecycle management to webinar follow-ups to customer support routing. To go deeper into any specific area, check out these detailed guides with plenty of recipes you’ll want to sink your teeth into: 1. [**The Complete Guide to WordPress Membership Automation**](https://automatorplugin.com/complete-guide-to-wordpress-membership-automation/)**:** Automate signup, renewal, expiration, dunning, and member communications across MemberPress, Restrict Content Pro, WooCommerce Memberships, and other membership plugins. 2. [**The Complete Guide to WordPress Customer Support Automation**](https://automatorplugin.com/complete-guide-to-wordpress-customer-support-automation/)**:** Route tickets, send acknowledgments, escalate based on urgency, and connect your help desk tools to the rest of your stack. 3. [**The Complete Guide to WordPress Webinar and Event Automation**](https://automatorplugin.com/complete-guide-to-wordpress-webinar-event-automation/)**:** Automate registration, reminders, post-event follow-ups, and attendee segmentation for Zoom, GoToWebinar, The Events Calendar, and similar tools. 4. [**The Complete Guide to WordPress eLearning Automation**](https://automatorplugin.com/complete-guide-to-wordpress-elearning-automation/)**:** Build the workflows that turn your LMS into a virtual campus. Drip nudges, completion follow-ups, certificate delivery, alumni segmentation, and CRM tagging for LearnDash, LifterLMS, and Tutor LMS. 5. [**The Complete Guide to WordPress Marketing Automation**](https://automatorplugin.com/complete-guide-to-wordpress-marketing-automation/)**:** Lead capture, CRM enrichment, email segmentation, lifecycle campaigns, and cross-platform sync between WordPress and your marketing stack. 6. [**The Complete Guide to WordPress Content Automation**](https://automatorplugin.com/complete-guide-to-wordpress-content-automation/)**:** Publish, distribute, and repurpose content automatically—social shares, newsletter broadcasts, internal notifications, and content calendar updates. 7. [**The Complete Guide to WooCommerce Automation**](https://automatorplugin.com/complete-guide-to-woocommerce-automation/)**:** The full playbook for automating a WooCommerce store. Create automations for order processing, inventory alerts, abandoned cart recovery, customer segmentation, refund handling, review requests, and more. Each guide stands on its own and goes much deeper into the specific use cases, recipes, and integrations for that area. Pick the one that matches what you’re trying to automate first. ## **Automation Best Practices: Pro Tips & Tricks** We’ve been building automations for a while and helping WordPress site owners such as yourself build the automations that they rely on every day. Over the years, we’ve learned a thing or two about automating WordPress sites. Here are the tips and tricks that we picked up (and the mistakes we made so you don’t have to): 1. **Strategize first, build second:** Before you build a single automation, map out your workflows and customer funnels. Understanding your workflows and how your customers interact with your site and business makes it easy to identify points of friction that are ripe for automation. 2. **Start with high-impact, low-risk workflows:** Begin with recipes where the output is easy to verify—form-to-email, form-to-spreadsheet, simple notifications. Once you’ve earned your own trust, move on to multi-step workflows. 3. **Test before you publish:** Send test emails. Trigger recipes yourself. Before you put an automation into place, test it to ensure that it’s working as intended. It takes five minutes and saves entire afternoons of “why did everyone get a second email?” 4. **Use filters liberally:** Most often, the issue of misfiring recipes comes down to missing filters and branching logic. Ask yourself: should this recipe run every time the trigger fires, or only in certain cases? If it’s the latter, add a filter. 5. **Build for the edge cases:** No two site visitors are the same—but some are more extreme than others. Whenever building a recipe, consider the “edge cases”, i.e., the site visitors who take unusual paths to the checkout counter. Understanding these edge cases helps reduce errors like sending out coupons to customers who shouldn’t get them. 6. **Keep individual recipes simple:** If a recipe has 15 actions and eight filters, it’s probably two recipes. Split it up. Simpler recipes are easier to debug and easier to change. 7. **Document your “why”:** Automator’s recipe builder includes a “Recipe notes” field. A note in the recipe explaining the business reason it exists will save someone—possibly you, six months from now—from deleting a recipe they don’t understand. ## **Final Steps—Get Started with WordPress Automation Today** The question for most WordPress site owners isn’t whether to automate. It’s how much. If you’re spending hours every week on tasks that follow the same pattern every time—form processing, CRM tagging, cross-tool data sync, notifications, reporting—that time is reclaimable. All you need is the right tool and a few minutes to set up the recipes that will save you hours. [Download **Uncanny Automator Lite** for free](https://wordpress.org/plugins/uncanny-automator/) and build your first automation today. Connect your plugins and apps, build a simple recipe, and watch the work happen without you. Once you’ve felt that first “huh, I don’t have to do that anymore” moment, you won’t stop. Ready to go Pro and unlock the full integration library, advanced filters, and User Loops? [See plans and pricing on the Automator pricing page >>>](https://www.automatorplugin.com/pricing). You’ll save time with WordPress automation, yes—but more importantly, you’ll work *less*. Automation isn’t just about working faster. It’s about freeing up the hours you’d otherwise spend on rote work for the strategy, product, and customer conversations that actually grow a business. What will you do with more time? ## **Frequently Asked Questions** **Do I need coding experience to use Uncanny Automator?** No. Automator’s recipe builder is fully visual—no code required. If you can follow a workflow and configure a few fields, you can build automations. The learning curve is closer to setting up a new email app than it is to programming. **Can I automate my WooCommerce store?** Absolutely. WooCommerce is one of the most-used integrations in Automator. Common workflows include order processing, inventory alerts, customer email sequences, abandoned cart recovery, CRM tagging by order value or product mix, refund cleanup across multiple systems, and review request follow-ups. **Will automation slow down my WordPress site?** No. Automator runs efficiently in the background, and most actions happen asynchronously—they don’t block page loads or checkout. Automator is built on WordPress-native architecture, which means it’s lighter and faster than routing work through external services like Zapier or Make. **What’s the best WordPress automation plugin?** The best WordPress automation plugin depends on what you’re optimizing for, but Uncanny Automator is the most-used and most-integrated option in the WordPress ecosystem. It runs natively on your site with no per-task pricing and puts every piece of data at your fingertips. With hundreds of integrations, Automator has deep support for the WordPress ecosystem. Uncanny Automator Lite is free forever and lets you get started with no commitment. **Can you automate a WordPress site without code?** Yes—that’s the whole point of Uncanny Automator. Automator’s recipe builder is fully visual—simply point, click, and automate. There’s no PHP, no JavaScript, no webhook plumbing. If you’ve ever set up an email rule or a Zap, the learning curve is similar. No-code automation for WordPress is exactly what Automator was built for. **What if I use plugins that Automator doesn’t integrate with?** [Automator integrates with 220+ plugins and platforms](https://www.automatorplugin.com/integrations), so most popular plugins are already covered. If yours isn’t, you can usually bridge the gap with webhooks. If a plugin is commonly requested, there’s a good chance it’s already on the integration roadmap—and you can always ask the Uncanny team. **Can I automate across multiple WordPress sites?** Yes. With Automator Pro on multiple sites, you can set up recipes on each site independently. You can also use webhooks to pass data between sites—useful for agencies managing a portfolio of client sites, or for businesses running a main site plus one or more satellites. **What happens if a recipe fails?** Automator’s recipe logs record every recipe run, including failures, with details about which action failed and why. You can re-run failed recipes from the log, fix the underlying issue (an expired API key, a renamed field), and pick up where things left off. Quiet failures are the enemy of good automation, and the recipe log is how you catch them. **Can I delay an action or run it on a schedule?** Yes—with Automator Pro, you can add delays to actions or schedule actions to run at specific times. This is what makes drip campaigns, renewal sequences, and time-based reminders possible without bolting on a separate scheduling tool. **How is Uncanny Automator different from Zapier or Make?** Automator is WordPress-native—it lives inside your WordPress site, not in an external service. That means deeper integrations (Automator can read directly from your WordPress database), faster execution (no round-trip to an external server), lower cost (no per-task pricing), and no data leaving your site unnecessarily. For WordPress-centric workflows, Automator usually wins on every dimension that matters. **Where can I learn more or get help?** [Check out the Uncanny Automator knowledge base](https://automatorplugin.com/knowledge-base/) for documentation on everything from triggers and actions to setting up specific integrations and more. Alternatively, if you’re looking for a little inspiration or the cutting edge of automation thought leadership, [the Automator blog is a great resource](https://www.automatorplugin.com/blog). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [Uncanny Automator 7.2: Microsoft Teams, LinkedIn Personal Profiles & 9 Rebuilt Integrations](https://automatorplugin.com/uncanny-automator-7-2-microsoft-teams-linkedin-personal-profiles-9-rebuilt-integrations/) **Published:** April 17, 2026 **Author:** Brendan Da Costa **Content:** *Uncanny Automator 7.2 adds Microsoft Teams, LinkedIn personal profiles, a major AffiliateWP expansion, new Kit and Mautic actions, and rebuilds 9 integrations for speed and reliability.* Uncanny Automator 7.2 is here—and this release packs a punch. New integrations to build automations, and a stronger engine under the ones you already use. Here are the key takeaways: - **Microsoft Teams** joins the Automator family with 10 actions at launch. - **LinkedIn** now supports personal profiles. - **Kit** and **Mautic** pick up new actions. - **AffiliateWP** gets a huge upgrade. Not to mention, nine app integrations have been rebuilt from the ground up. Let’s walk through the new possibilities together. ## **Microsoft Teams: 10 Actions, Endless Workflows** **Microsoft Teams** is now a fully supported integration in Automator, and it ships with 10 actions covering the workflows your team actually needs. Here’s what you can do: - **Send messages** to channels and group chats - **Create and manage channels** within your teams - **Schedule and create** online meetings - **Add and remove tags** on team members - **Manage group chats**—create them, add members, send messages If your team runs on Microsoft Teams, this opens up some powerful automations. Here are a few ideas: - A new WooCommerce order comes in → a message is posted to your #orders channel - A student completes a LearnDash course → a Teams meeting is created for their coaching session - A new product is released → create a tag in your support team The B2B angle here is huge. Teams is where many businesses live. Now your WordPress site can talk to it—no extra tools, no extra costs. [**Connect WordPress to Microsoft Teams with Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **LinkedIn Personal Profiles—Finally** This one’s been a long time coming. Until now, Automator’s LinkedIn integration only worked with **company pages**. That’s fine for brand accounts, but it left personal profiles out. Not anymore. With 7.2, you can **post straight to your personal LinkedIn profile** from WordPress. Why does this matter? On LinkedIn, personal profiles get more reach than company pages. Your audience wants to hear from *you*, not your logo. Now you can set that up without leaving your WordPress dashboard.If you’ve connected LinkedIn to your WordPress website, head to **Automator** > **Settings** > **App integrations** and update your connection. [![Uncanny Automator LinkedIn Pages integration settings with account access options for Business Pages, Personal Profile, or Both, with Both selected.](https://automatorplugin.com/wp-content/uploads/2026/04/linkedin-integration-personal-business-profile-986x1024.png "linkedin-integration-personal-business-profile")](https://automatorplugin.com/wp-content/uploads/2026/04/linkedin-integration-personal-business-profile.png) A couple of workflows to try: - Publish a blog post → share it to your personal LinkedIn with a custom intro - Launch a WooCommerce product → post a note on LinkedIn on launch day It’s never been easier to connect your portfolio to your LinkedIn profile. ## **New Actions for Kit and Mautic** ### **Kit (formerly ConvertKit)—5 New Actions** Kit users, this is a big upgrade. Before the 7.2 release, Automator already let you tag and segment Kit contacts. Now, 7.2 adds five new actions for much deeper control: - **Create and send broadcasts** from a WordPress trigger - **Manage custom fields** on subscribers - **Record purchases** (great for tying WooCommerce transactions to Kit) - **Apply and remove tags** with more options - **Unsubscribe subscribers** when conditions are met The broadcast action alone changes the game. Picture this: a new product goes live in WooCommerce and Kit sends a message to your VIP list right away—no manual work, no delay. ### **Mautic—3 New Tag Actions** **Mautic** picks up three new tag actions: **add a tag**, **remove a tag**, and **manage tags on contacts**. You can now auto-tag Mautic contacts based on what happens on your WordPress site—form fills, purchases, course progress, you name it. [See all Automator integrations >>>](https://www.automatorplugin.com/integrations) ## **AffiliateWP: A Major Expansion** **AffiliateWP** gets the biggest single upgrade in this release. It’s not just a couple of new triggers or actions—it’s a full toolkit for building smart affiliate programs. Here’s what’s new: **New Triggers:** - Fire a recipe when an affiliate’s **unpaid referral count** hits a number - Fire a recipe when an affiliate’s **visit count** hits a number **New Action (Pro):** - **Set an affiliate’s rate**—change rates based on how well they perform **12 New Conditions (Pro):** Control when your recipes run with checks like affiliate status, rate, earnings, referral counts, visit counts, and more. **13 New Loop Filters (Pro):** Work with groups of affiliates using filters (e.g., “affiliates with earnings above $500 who signed up in the last 90 days”). A new MemberPress loop filter also joins in. What does this look like in real life? You can build a fully hands-off affiliate rewards program. When an affiliate hits 50 referrals, bump their rate to a higher tier, tag them as “Gold” in your CRM, send a congrats email, and notify your team—all without a spreadsheet. ## **Improvements That Make a Difference** Not every meaningful update gets its own headline, but these are worth knowing about. - **Bluesky** now lets you share links without adding an image. Sometimes words speak louder than images. - **FluentCRM** triggers now support **“Any” tag and list matching**. Before, you had to pick one tag or list. Now your recipes can fire when *any* tag is added or *any* list is joined. Much more flexible. - **BuddyBoss** activity posts now support **Activity Topics and Post Titles**. This gives your communities more context to work with. - **Closure redirects** got a privacy-friendly update. They now use session storage instead of cookies. And only the active browser tab redirects when a recipe finishes. No more surprise redirects in other tabs. - **Delayed actions** now retry on their own when they fail. Leftover data is cleaned up too. Set it, forget it, and trust that it’ll recover. - **Recipe logs** are faster and easier to read. Loop runs handle large data sets without slowing down. Timestamps now show in a format humans can read. And log cleanup respects memory limits with smarter caching. - **Stripe** invoices no longer show empty line items—cleaner invoices make happier customers. - **WooCommerce** actions filters are now clearer with “has / has not” labels for a customer’s past purchase history. ## **9 Integrations Rebuilt for Speed and Reliability** This is the update that you won’t see on the surface—but you’ll feel the effects every day. We moved **nine integrations** to Automator’s new internal framework: - **Drip** - **ClickUp** - **Kit (ConvertKit)** - **LinkedIn** - **MailerLite** - **Mautic** - **Microsoft Teams** - **OpenAI** - **Zoho Campaigns** What does that mean for you? Faster speed. More reliable triggers. And a base that lets us add new features to these apps faster in future releases. On top of the rebuilds, 7.2 brings broad core upgrades: - **On-demand loading**—apps only load when needed, so your site runs leaner - **Pre-packed file maps**—faster plugin startup by skipping folder scans - **Smoother loop handling**—checkpoints keep large loops stable - **Faster webhook lookups**—recipe matching is snappier - **A security pass** across the codebase If Automator felt fast before, it should feel *faster* now—above all on sites running complex recipes with loops and high-traffic triggers. ## **What You Can Build with 7.2** The best part of any release is seeing how the pieces fit together. Here are a few workflows that weren’t doable before 7.2: **The B2B Lead Machine:** A visitor fills out a form → they’re tagged in Kit → a broadcast goes to your sales list → a message lands in your Teams channel → a meeting is set up in Teams for the intro call. **The LinkedIn Content Engine:** You publish a blog post → it’s shared to your personal LinkedIn → a Kit broadcast goes to your email list → Bluesky gets a post with the link (no image needed now). **The Affiliate Growth Program:** An affiliate hits 100 referrals → their rate goes up on its own → they’re tagged as “Platinum” in Mautic → a congrats email fires → your team gets a heads-up in Teams. **The Course Follow-Up:** A student finishes a LearnDash course → they’re removed from the onboard flow in Kit → given a new tag → a Teams meeting is set for their review. These are just starting points. With 220+ apps and plugins and the new features in 7.2, the options are almost endless. ## **Available Now** Automator 7.2 is live now. Head to your WordPress dashboard and update. Pro users—make sure you update both Automator Lite and Automator Pro to get everything. For the full list of every change, check out the changelogs: - [Automator Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/) - [Automator (free) changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) New to Automator? There’s never been a better time to jump in. Microsoft Teams, LinkedIn personal profiles, a huge AffiliateWP toolkit, deeper Kit and Mautic support, rebuilt apps, and a faster core—7.2 is one of our most complete releases yet. [**Get Automator Pro >>>**](https://www.automatorplugin.com/pricing) What will you do with more time? ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [Advanced WordPress Automation: How to Use Tokens, Filters, Loops, and Delays in Uncanny Automator](https://automatorplugin.com/advanced-wordpress-automation/) **Published:** April 15, 2026 **Author:** Brendan Da Costa **Content:** *Learn how to use tokens, conditions, loops, and delays in Uncanny Automator to build advanced WordPress automations—no code required.* **TLDR? Get the highlights:** Automator features like **tokens**, **filters**, **loops**, and **delays** help WordPress site owners and developers build advanced automations. - Plain-language **tokens** let you pull dynamic data from anywhere in your WordPress site. Simply point and click to include them in your automations. No code or PHP. - **Filters** (set using conditions) add if/then logic so your recipes only fire when specific criteria are met. - **Loops** let you run a single action across dozens or hundreds of users, posts, or tokens at once. - **Delays** and **scheduling** give you precise control over when your automations fire and their pacing. Delay actions by minutes, hours, or days or set a recurring schedule. Combined, these four features give you the flexibility to create custom automated workflows. These are the tools that help you turn simple “if this, then that” statements into sophisticated, multi-step recipes. **[Upgrade to Automator Pro Plus or Elite >>>](https://www.automatorplugin.com/pricing)** So, you’ve built your first few recipes. Maybe it’s an order notification recipe that connects Slack to WooCommerce. Or, perhaps you built a data entry timesaver that connects Gravity Forms to Google Sheets. Whatever you’ve built so far, they work great and they’re helping you save time. But now you’re staring at a workflow that isn’t so simple. It requires branching logic based on dynamic data from two or three different integrations. Oh, and it needs to run across hundreds of users… every Monday. Sound familiar? After building your core automations, you’ve probably reached a point where a simple trigger-action pair just isn’t enough. The workflow in your head has branches, careful timing, and data flowing between systems. Here’s the good news: with Automator, you don’t need to write code to get those kinds of bespoke development results. This guide covers four Automator features: tokens, filters, loops, and delays/schedules. Together, they replace custom development with point-and-click setup. I’ll explain what each feature does, when to use it, and how to combine them in ways that make your recipes even smarter. Let’s get into it. ## **Why Basic Automations Hit a Ceiling** Most automations start simple. A site visitor submits a form, and Automator adds their contact information to Mailchimp. Someone buys a product, and they get tagged in your CRM. One trigger, one action, done. [![Uncanny Automator recipe showing a WPForms trigger “Contact Form is submitted” connected to a Mailchimp action that adds the submitted email to an audience, with both steps marked live.](https://automatorplugin.com/wp-content/uploads/2026/04/simple-automator-recipe-1024x842.png "simple-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2026/04/simple-automator-recipe.png) That’s the beauty of no-code automation—it handles the repetitive stuff so you don’t have to. But real-world workflows rarely stay that neat for long. Think about what happens when your business logic gets even slightly more complex. You don’t just want to add contacts to your CRM—you want to add them to different lists based on the lead source. You don’t want to tag every buyer. You want to tag only the ones who meet specific criteria, like their geographic region. You don’t just want to run an action for one person—you want to run it for every student who hasn’t logged in this week. Developers have traditionally solved these problems with custom code. That means WP-Cron jobs, custom hooks, and conditional PHP functions scattered across a theme’s functions.php or single-purpose plugins. It works, but it’s slow to build, harder to maintain, and gibberish to anyone who isn’t comfortable with code. Automator takes a different approach. It gives you four features—tokens, filters, loops, and delays/schedules. Together, they handle dynamic data, branching logic, batch processing, and timing, all from a visual interface. Think of them as the power tools in your automation workshop. You can use each one individually, but the real magic happens when you combine them. ## **Tokens—Dynamic Data Without the Code** The most powerful automations often use data. The user’s name. The product they purchased. The date they registered. The value of a custom field. Without data like that flowing through your recipes, all you can build are static, one-size-fits-all workflows. **That’s where tokens come in.** Tokens are placeholders that represent real values when a recipe runs. They pull dynamic data from your WordPress site and from within recipes. If you’ve ever used “merge tags” in Mailchimp or shortcodes in WordPress, you’ve seen the concept before. Tokens are Automator’s version, and they’re available in virtually every action field. To use a token, click the asterisk in any action field. This opens the token selector. [![Uncanny Automator token selector in an email field, highlighting the asterisk button to insert tokens, with a search bar and an option to filter only email tokens.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-token-selector-1024x575.png "automator-token-selector")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-token-selector.png) For any field in a recipe, Automator has dozens (sometimes hundreds) of tokens from which you can choose. Tokens are organized into dropdown categories for convenience. Examples include “Date and time,” integrations, and tokens made available by your triggers and actions. [![Uncanny Automator token dropdown list showing “User Lists,” “Triggers,” and “Date and time,” categories amongst others.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-tokens-dropdown-823x1024.png "automator-tokens-dropdown")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-tokens-dropdown.png) You’ll find three main types of tokens: - **Trigger and action tokens:** Data from triggers and actions that occur earlier in a recipe. For example, say your trigger is “A form is submitted” and your action is “Add a contact to an audience.” Later tokens will include form fields like “Email” and CRM data like “audience.” - **Global tokens:** Data that’s always available regardless of the trigger. Your site name, the current date and time, the logged-in user’s info, and advanced tokens like user meta or calculations. - **Custom tokens:** Values pulled from meta fields, including Advanced Custom Fields (ACF), custom post meta, and user meta. If the data lives in your database, there’s likely a token for it. ### **Practical Token Examples** Tokens are best understood through use cases. Here are a few that show up constantly in real-world workflows: 1. **Personalizing email actions.** Use tokens to address users by name and reference their site activity such as quiz completions or recent purchases. 2. **Synchronizing your CRM and database.** Use tokens to update your CRM and databases in real time. Pass in purchase details, login timestamps, lead sources, and more. You build the recipe once, Automator handles your data entry forever. 3. **Accurate real-time notifications.** Send detailed site activity data to your inbox, your Slack channel, or wherever else you get messages. ### **Token Tips for Power Users** 1. **Combining tokens.** You can string together multiple tokens to create truly dynamic fields. For example, build a dynamic URL by combining your site URL token with a user ID token: {{site\_url}}/members/{{user\_id}}/dashboard. 2. **Formatting.** Automator handles most token values cleanly, but it’s worth knowing the quirks. Date tokens (except for Unix timestamp tokens), for example, adopt the format from your WordPress settings. Always use the **Formatter** integration to resolve format conflicts across your integrations. 3. **Getting meta.** Sometimes, the tokens that Automator offers aren’t enough. But there’s even a token for that. Can’t find the token you need in a recipe? Select the “User meta” or “Post meta” tokens to pull almost any data from your WordPress site. [**Unlock more tokens with an Automator Pro license >>>**](https://www.automatorplugin.com/pricing) ## **Filters—Adding Conditional Logic to Your Recipes** Tokens give your recipes data—filters tell them what to do with that data. A filter (conditional logic that controls when actions run) lets you add if/then rules to your actions. The concept is simple. A trigger fires. Automator checks the filter conditions. The actions inside that filter run only if those conditions are met. Without filters, every trigger fires every action, every time. With filters, your recipes can make decisions. ### **Setting Up a Filter** Adding a filter to your recipe is straightforward. In the Recipe Builder, in the *Actions* panel, click **Add** > **Filter**. You can then add actions to run with that filter. Alternatively, you can add your actions first, then hover over individual actions and click **Filter**. [![Uncanny Automator conditions modal showing a searchable list of filter categories including General, Automator, Date and Time, Emails, LearnDash, and others each with an expandable dropdown arrow.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-filter-conditions-1024x811.png "automator-filter-conditions")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-filter-conditions.png) Automator organizes condition types into categories to keep things manageable: - **General:** a token meets a specific rule (the most flexible option—you pick any token and compare it to a value) - **Automator:** conditions based on recipe run data - **Date and time:** fire actions only on certain days, during certain hours, or after a specific date - **Emails:** conditions based on email domains - **WordPress:** user role, post status or taxonomy, and other core WordPress data - **Automator Addons:** conditions from extensions like Custom User Fields, Restrict Content, and User Lists - **Integration-specific:** conditions tied to plugins like WooCommerce, MemberPress, Easy Digital Downloads, and others ### **Common Use Cases for Filters** 1. **Threshold-based actions.** Only send a discount email if the customer’s WooCommerce order total exceeds $100. The filter checks the order total token against your threshold—orders below it skip the email entirely. 2. **Role-based routing.** Only add a user to a private group if they have a specific role, such as “Student,” “Customer,” or “Administrator.” One recipe, one trigger, but the action only fires for people who qualify. 3. **Date-aware automations.** Skip an action on weekends using a date-based condition. Useful for Slack notifications, task assignments, or anything you don’t want cluttering up someone’s Saturday. 4. **Multi-condition logic.** Stack multiple conditions inside one filter. Then choose whether all conditions must be true, or whether any one of them is enough. For example: “Run if the user’s role is ‘Student,’ they are enrolled in a specific course, AND they have not yet purchased a specific item.” [![Uncanny Automator recipe editor showing multiple conditions with an All/Any toggle dropdown highlighted and inset.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-multiple-conditions-1024x744.png "automator-multiple-conditions")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-multiple-conditions.png) The kind of precision that filters allow used to require custom queries. Now it’s a few dropdowns. [**Build branching automated workflows with an Automator Pro license >>>**](https://www.automatorplugin.com/pricing) ## **Loops—Batch Automation at Scale** Most recipes are event-driven—they fire once per trigger event, for one user, one post, or one transaction at a time. That’s perfect for real-time workflows like sending a welcome email when someone registers. But what about workflows that need to operate in bulk? Sending a re-engagement email to every student who has fallen behind. Updating user roles across your entire membership when you restructure your plans. Refreshing the meta descriptions on hundreds of blog posts. These aren’t one-at-a-time jobs—they’re batch operations. That’s the purpose of **Loops**, automations that run across multiple records. Loops let you perform a single action—or a chain of actions—on a filtered set of records, all in one recipe run. They turn Automator from a per-event tool into a batch-processing engine. Automator has three types of loops to cover different scenarios: - **User Loops:** iterate across a filtered set of users - **Post Loops:** iterate across a filtered set of posts or custom post types - **Token Loops:** iterate across a set of token values (such as an imported CSV, XML or JSON file) **Token Loops:** iterate across a set of token values (useful for processing lists or arrays) ### **How Loops Work** Setting up a loop starts with choosing a type: users, posts, or tokens. [![Uncanny Automator Recipe Builder actions panel. The user clicks “Add” and a dropdown list appears for “Filter”, “User loop”, “Post loop”, and “Token loop”.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-actions-add-filter-loops.gif "automator-actions-add-filter-loops")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-actions-add-filter-loops.gif) No matter what type of loop you’re configuring, you’ll want to set the “loop filter” first. The conditions of the loop filter will define the records you want to process. Just as with action filters, the conditions for loop filters can be just about anything. For user loops, conditions could be a user role or membership status. For post loops, the conditions could be publication date or even tied to a custom post field. The same is true for token loops. When the recipe runs, Automator queries all matching records and executes the actions for each one. Say your user loop targets all users with the “Customer” role. If 11 users match, the actions run 11 times—once per administrator. Each iteration uses that administrator’s data as the token context. [![Uncanny Automator recipe log showing a completed user loop run. The left panel displays the recipe configuration and completion status. The right panel shows the loop filter details with the sole condition that the user has the role “Administrator”.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-user-loops-recipe-logs-1024x868.png "automator-user-loops-recipe-logs")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-user-loops-recipe-logs.png) Loops are particularly powerful when paired with a **Schedule** integration trigger. For example, you could set a recipe that populates a Google Sheets sales summary every Monday at 9am. ### **Loop Use Cases** 1. **Create lists and segments with a single recipe.** Create entirely new lists and segments in CRMs and email platforms like Mailchimp and HubSpot. Tag hundreds or even thousands of contacts at once based on conditions you define, like users that purchased a specific product or are enrolled in a particular course. 2. **Bulk role updates for membership changes.** Restructuring your membership tiers? Use a user loop to update roles in bulk. For example, move everyone from “Basic Member” to “Starter” without editing profiles one by one. Pair it with a notification action and your members get informed at the same time. 3. **AI-powered content refreshes.** Here’s one for content teams: use a post loop to iterate through blog posts in a specific category. Then update each post’s meta description with AI-generated, SEO-friendly copy. Schedule it annually and your evergreen content stays fresh without a manual audit. [**Get the full power of one-click bulk automations with an Automator Pro license >>>**](https://www.automatorplugin.com/pricing) *(Note: Automator has a native email integration for simple sequences and loops. For higher-volume email workflows or full marketing automation, connect to a CRM like Mailchimp, HubSpot, or Brevo. This avoids hitting your web host’s sending limits. Automator can add/remove tags or trigger sequences in your CRM from WordPress.)* ## **Delays and Scheduling—Timing Is Everything** The final piece of the advanced automation toolkit is time itself. Not every action should fire the instant a trigger occurs. Sometimes the right action at the wrong time is the wrong action. Automator’s delay feature pauses a recipe before the next action fires. You can set the pause for minutes, hours, or days. This is different from scheduled triggers, which start a recipe at a specific time. Think of it this way: scheduling controls *when the recipe begins*; delays control *when actions in the recipe occur*. Together, they give you full command over timing at every stage of a workflow. ### **Delay Scenarios** Delays are often overlooked, however, they have the potential to form the structure of your workflows. Everything from abandoned cart reminders to publishing content has a delay built in. 1. **Post-purchase follow-ups.** A customer buys a product—but you don’t want to ask for a review immediately. Add a delay of 24 hours (or three days, or a week) between the purchase trigger and the review request action. The customer has time to actually use what they bought before you ask them about it. 2. **Onboarding check-ins.** A new user registers on your site. Wait 7 days, then check whether they’ve completed the onboarding steps. If they haven’t, send a nudge. The delay gives them a fair window to act on their own before you intervene. 3. **Drip sequences.** Space out a series of actions across days, weeks or months. Day 1: welcome email. Day 3: link to your getting settled guide. Day 7: invitation to join the forum. ### **Combining Delays with Filters** This is where things get really interesting. A delay on its own just adds a pause. But a delay combined with a filter creates a decision point in time. The recipe waits, checks a condition, then decides whether to proceed. **Example: cart abandonment recovery.** A customer adds an item to their WooCommerce cart. The recipe triggers, then delays for 30 minutes. After the delay, a filter checks whether the customer has purchased the product since the trigger fired. If they haven’t, Automator sends a recovery email with their cart contents (pulled in via tokens, naturally). If they have, the recipe skips the email entirely. [![WooCommerce abandoned cart recovery recipe in Uncanny Automator with an email reminder action and product purchase condition.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-recipe-automator-1024x909.png "woocommerce-abandoned-cart-recovery-recipe-automator")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-recipe-automator.png) This delay-then-filter pattern is one of the most powerful combinations in Automator. It’s the same logic that drives re-engagement campaigns, conditional drip sequences, and time-sensitive eligibility checks. ## **Putting It All Together—A Real-World Workflow** The real power of these features isn’t in any one of them—it’s in knowing how to combine them. Let me walk you through a complete recipe that uses all four. **Scenario: Automated SEO audits and content refresh** Unless you are a content writer, staying on top of SEO is probably not high on your list of to-dos. Nevertheless, it’s a crucial part of doing business online. You want a recipe that updates your content on a schedule. Here’s what that recipe might look like:**Trigger:** Schedule > Every Monday at 8:00 AM. [![Uncanny Automator schedule trigger set to repeat until cancelled every Monday at 8:00 AM, with Live toggle enabled.](https://automatorplugin.com/wp-content/uploads/2026/04/schedule-trigger-repeat-monday-at-8-am-1024x409.png "schedule-trigger-repeat-monday-at-8-am")](https://automatorplugin.com/wp-content/uploads/2026/04/schedule-trigger-repeat-monday-at-8-am.png) **Loop and Filters:** Post Loop > Posts > SEO score less than 70 ![Uncanny Automator post loop filtered by post type Posts and SEO score less than 70, with Add action and Add filter buttons.](https://automatorplugin.com/wp-content/uploads/2026/04/post-loop-filters-posts-seo-score-less-than-70-1024x523.png "post-loop-filters-posts-seo-score-less-than-70") **Actions:** - Anthropic > Use a prompt to generate a text response with a Claude model - All In One SEO > Set a post’s SEO description to a specific value The first action uses Anthropic’s Claude to run an SEO analysis of the post. It then asks Claude to write an updated SEO meta description. The second action updates the meta description with Claude’s response in the form of a token. [![Uncanny Automator actions using Anthropic Claude Opus 4 to generate text, then setting an All in One SEO description with the response.](https://automatorplugin.com/wp-content/uploads/2026/04/automator-recipe-anthropic-action-aioseo-action-1024x561.png "automator-recipe-anthropic-action-aioseo-action")](https://automatorplugin.com/wp-content/uploads/2026/04/automator-recipe-anthropic-action-aioseo-action.png) You could even have actions to rewrite the entire post, or create tasks for a person to review manually in ClickUp or Asana.. Each task would include easy-to-implement SEO recommendations from your preferred AI platform. This entire workflow—from the schedule to the updated results—is built visually in the Recipe Builder. No cron jobs. No custom plugins. No code. ## **Take Your Advanced WordPress Automation Further** Tokens, filters, loops, and delays are the building blocks of advanced WordPress automation. Individually, each one solves a specific problem: dynamic data, conditional logic, batch processing, timing control. Together, they let you design workflows that rival what most businesses build with dedicated development teams and external platforms. My advice? Strategize. Draw out your workflows, starting with how you want them to begin. Then picture different scenarios: customers moving through your funnel, learners progressing in their courses, or members engaging and disengaging with your content. Then apply the tools that we’ve explored here to your recipes so they can truly get the work to flow. Tokens, filters, loops, and delays are all available in **Automator Pro**. Ready to move beyond basic trigger-action recipes? This toolkit adds real logic, real data, and real timing control to your workflows. [**Get Uncanny Automator Pro >>>**](https://www.automatorplugin.com/pricing) What will you do with more time? ## **Frequently Asked Questions** **Do I need to know how to code to use tokens, conditions, loops, and delays?** Not at all. All four features are built into Automator’s visual Recipe Builder. You configure them with dropdowns, a token browser, and point-and-click condition logic. No PHP, no JavaScript, no command line. The only thing you need is an idea of what you want your workflow to do—Automator handles the execution. **Which of these features are available in Automator Lite vs. Automator Pro?** Tokens, filters, loops, and delays are all Automator Pro features. Automator Lite includes the Recipe Builder with basic triggers and actions. It’s a great way to get started and see how recipes work. When you’re ready for conditional logic, batch processing, dynamic data, and timing control, upgrade to Pro to unlock the full toolkit. **Can I use multiple conditions in a single filter?** Yes. You can stack multiple conditions within a filter and choose whether all conditions must be true (AND logic) or any of them (OR logic). This lets you create precise eligibility rules. For example: “user role is Student, they haven’t completed a course, AND their last login was more than 7 days ago.” **How many records can a loop process at once?** There’s no hard-coded limit. Loops process records sequentially, so very large sets (thousands of users or posts) will take longer to complete. Automator includes intelligent batching logic that adjusts batch size based on your site’s resources so that large batches won’t slow down your site. **Can I combine delays with third-party integrations like Mailchimp or Slack?** Absolutely. Delays work with any action in Automator—including actions that connect to third-party apps. You can delay a Mailchimp tag, a Slack message, a Google Sheets row, or any other integrated action. The delay pauses the recipe regardless of what comes next. **What happens if a filter’s conditions aren’t met?** The actions below that filter simply don’t run for that particular recipe execution. The recipe itself stays active and will evaluate the filter again the next time the trigger fires. Nothing breaks—the recipe just skips the protected actions and moves on. **Can I use tokens inside filter conditions?** Yes, and this is one of the more powerful combinations. A General condition checks whether a token meets a rule. You pick a token as the data source, then compare it against a static value—or even another token. This means your filters can make decisions based on any dynamic data available in the recipe. **What’s the difference between a scheduled trigger and a delay?** A scheduled trigger controls when the recipe *starts*—for example, “Every Monday at 9am.” A delay controls what happens *during* the recipe—for example, “Wait 3 days before running the next action.” You’ll often use both in the same recipe. A schedule kicks things off at the right time. Delays then space out the actions that follow. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [The Complete Guide to WooCommerce Automation — From Leads to Loyalty](https://automatorplugin.com/complete-guide-to-woocommerce-automation/) **Published:** February 20, 2026 **Author:** Brendan Da Costa **Content:** *Building WooCommerce automations with Uncanny Automator is a revenue-boosting strategy that is easy to implement and cost-effective (say, “Goodbye!” to per-automation fees).* **TLDR? Get the highlights:** **WooCommerce automation** uses triggers and actions to handle repetitive store tasks—so the right things happen at the right time, without you lifting a finger. **This guide covers** what automation actually does for your store, how to set up Uncanny Automator as the “brain” of your tech stack, and where to start with high-impact workflows. - **Marketing & sales automations:** upsells, discount popups, conversion boosters, anonymous shopper recovery, and WhatsApp commerce. - **Customer retention automations:** abandoned cart recovery, win-back campaigns, birthday coupons, and post-purchase surveys. - **Operations automations:** automated reports, Google Sheets syncs, QuickBooks integration, Slack notifications, and AI-generated product content. - **Pro tips & next steps:** conditional logic, tagging strategy, single source of truth for customer data, and the [**R.I.C.H. Framework**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview) (FREE download!) for identifying your next automation opportunity. [**Put your WooCommerce store on autopilot >>>**](https://automatorplugin.com/pricing) ## **Introduction: WooCommerce automations that help you “Work Less. Sell More.”** Running a WooCommerce website, whether big or small, was supposed to be effortless. So why hasn’t it been? The short version of the answer: you’re working for your store, instead of the other way around. Orders piling up. Leads falling through the cracks. Customer emails going unanswered. Upsell opportunities passing you by as you try desperately to restock empty shelves. Don’t be hard on yourself—that’s the reality for thousands of WooCommerce store owners. But **WooCommerce automation changes that reality**. Instead of manually running every step of your business, automation lets you chart a hands-off course toward growth that leaves you with less busywork and more time for what really matters. Like connecting with your customers and seeking out new opportunities. - Forms connected to your CRM collect and convert leads automatically. - Order data is synchronized across your tech stack, ensuring fulfillment. - Personalized drip campaigns are drafted with the help of your favorite AI platforms and scheduled far in advance. - A simple file upload creates your products and prompts an AI platform to write compelling, keyword-rich descriptions. - Abandoned carts are recovered with multi-channel campaigns that include personalized incentives like coupons. And all of that while you step away from your dashboard. Uncanny Automator puts this kind of automation at your fingertips—connecting 200+ integrations with agentic AI workflows that execute your strategies, no code required. That’s the promise of WooCommerce automation: **getting your website to work *for* you so you can work *on* your business—not in it**. Ready to see what that looks like in practice? Let’s dive in. ## **What WooCommerce automation actually does for you** Before we get into tools and workflows, I want to set some clear expectations about what automation actually is and what it can do for you. At its core, automation follows a simple structure: **Triggers → Actions → Outcomes** A **trigger is an event** such as a customer placing an order, a product going out of stock, or a subscription renewal failing. An **action is what your site does in response**—send an email, update a CRM record, notify your team in Slack. The outcome is the business result: faster follow-ups, cleaner data, happier customers, and **hours of manual work condensed into a few keystrokes**. Specifically, WooCommerce automation can be broken down into two categories: **front-end automation** (what your customers see and experience) and **back-end automation** (what you see and experience). ### **Front-end WooCommerce automation: The smoothest automated customer journey** Automation works at every stage of the customer journey, from awareness to advocacy. In fact, you may already have automated some of your front-end workflows without even noticing it. For example, WooCommerce natively handles some automations, such as order status updates. Automation tools such as Uncanny Automator, however, integrate your entire tech stack, expanding the scope of workflows that can be automated. So, instead of simply sending generic order status emails, automation can use multi-channel communications to respond dynamically to real-world scenarios, such as when orders are delayed. Here’s how automation impacts every part of the customer journey to make it smoother, simpler, and a much more enjoyable experience: - **Awareness:** Track your most popular campaigns, tag users based on their first landing page, and push your message out across all of your social channels with one click. Automation makes it easier to build brand awareness by AI-powered SEO recommendations and an integrated lead nurturing infrastructure. - **Consideration:** Follow up when shoppers view a product multiple times, send a “compare options” email based on the category they browsed, and route pre-sales questions to the right team member in Slack the moment they’re asked. Automation keeps your store responsive and helpful while customers are still deciding—so fewer high-intent visitors slip away. - **Convert:** Trigger multi-channel abandoned cart sequences, send a time-sensitive coupon to shoppers on the fence, and notify support when a customer hits a payment error or a failed checkout. Automation turns the most common conversion leaks into recoverable moments—closing more sales with less manual chasing. - **Loyalty:** Send post-purchase follow-ups based on what someone actually bought, automatically enroll customers in points or rewards programs, and deliver personalized re-order reminders for consumable products. Automation keeps customers engaged after the sale and brings them back sooner. - **Advocacy:** Trigger a review request once an order is marked completed, invite repeat customers into a referral program automatically, and send a “share your photo” email to buyers of specific products. Automation helps you collect social proof and word-of-mouth at scale so your happiest customers do more of your marketing for you. ### **Back-end WooCommerce automation: Doing the busywork so you can focus on the big picture** Front-end automations keep customers moving smoothly through your sales funnel. Back-end automations do something just as valuable: they help you move smoothly through your workday. Because WooCommerce is built on WordPress, a lot of that back-end work naturally spills across multiple tools: your store dashboard, your CRM, your accounting software, your shipping provider, your inventory system, a handful of spreadsheets… you get the idea. Automation connects those moving parts so that you get error-free data synchronization, real-time insights delivered to your inbox, and workflows that run themselves. Here are some of the most common back-end workflows WooCommerce store owners automate to reduce busywork and stay focused on growth: - **Sales reporting and analytics:** Automatically generate daily/weekly sales reports, send them to your inbox or Slack, and log key metrics to a Google Sheet spreadsheet so you can spot trends early. You can even get AI-powered insights to help with decision-making. - **Inventory and stock management:** Track stock levels and trigger low-stock alerts before you run out, automatically notify suppliers when inventory hits a threshold, and pause ads or hide products when something goes out of stock. - **Order processing and fulfillment coordination:** Route new orders to the right warehouse, send internal notifications when high-priority items are purchased, and automatically add fulfillment details (like tracking numbers) to customer records. Instead of chasing order statuses, automation keeps fulfillment moving and your team aligned. - **Customer support triage:** When a refund request comes in, a chargeback hits, or a VIP customer submits a ticket, automation can tag the request, assign it to the right person, and surface the order details automatically. Your support team spends less time hunting for context and more time resolving issues. - **Accounting and bookkeeping:** Make your month-end accounting a lot less painful with automatic order syncing, refunds, taxes, and invoice data sent directly to your accounting platform. You can even automatically categorize transactions based on product type, payment method, or store location. - **Subscriptions and failed payment handling:** If you sell subscriptions, automation can detect failed renewals, send reminder sequences, retry payments on a schedule, and notify your team when an account needs human intervention. That means fewer involuntary cancellations and more recurring revenue. Depending on the automation tool that you use and its AI capabilities, you can even create product images and descriptions as your business grows. Automated workflows, particularly on the back-end of your WooCommerce store, aren’t just meant to save time—**they make your store more reliable**. When the busywork is automated, you get fewer mistakes, faster response times, and a clearer view of what’s actually happening in your business so you can focus on the decisions that move the needle. ## **What you need to automate WooCommerce** A fully automated WooCommerce store consists of multiple plugins and apps, all working together in an integrated tech stack with one “brain”. At the foundation, of course, you have WordPress and WooCommerce itself: products, shopping carts, orders, payment gateways, customer accounts, etc. That’s your ecommerce engine. On top of that, you have all of your other tools (CRMs, form-builders, spreadsheets and databases, project management software, etc.) to handle everything from marketing to operations, and support. And connecting all of those disparate tools together? **That’s where Uncanny Automator comes in**—the “brain” in your integrated tech stack, coordinating triggers and actions across your business.[**Uncanny Automator**](https://automatorplugin.com/pricing) is an AI automation plugin for WordPress designed to connect WooCommerce with the rest of your site along with the external tools your business depends on. ## What makes [Automator](https://www.automatorplugin.com/pricing) an essential WooCommerce tool? There is no shortage of automation tools for WooCommerce businesses. And, while each has its own strengths and weaknesses, there are some key features that make Automator an essential tool in WooCommerce automation. - **Deep WooCommerce integration:** Uncanny Automator is fully integrated with your WooCommerce store, from product specs to user meta. This level of deep integration allows you to build more—and more accurate—automations that incorporate data such as lifetime value and purchase history, subscription expiration dates, and more. - **No per-automation fees:** The whole point of automating your WooCommerce store is to save time and money—not spend it. Automator doesn’t charge per-automation fees, meaning the more you automate and integrate, the more you save. There’s no penalty for success. - **Powerful addons:** As you scale, Uncanny Automator has an ecosystem of addons to suit your needs. The Restrict Content Addon can build a walled garden around your store. The Custom User Fields Addon lets you collect, store, and manage customer data natively in WordPress and makes it easy to synchronize with your external tools. The User Lists Addon builds customer segmentation into your WordPress dashboard. - **Integrations for all your workflows:** Whether it’s keeping your financial records updated with the **QuickBooks Online** integration for WordPress or managing your team with **ClickUp**, Automator’s suite of 200+ integrations covers all of your WooCommerce workflows. - **Flexible automation for every situation:** Automator drives workflows and delivers AI-integrated solutions for all of your WooCommerce tasks, from leads to loyalty. Whether it’s writing product descriptions, generating sales reports, or keeping customers happy—you can automate it. In short: WooCommerce is the engine and Uncanny Automator is the driver, freeing you to navigate a path toward more leads, more sales, and much more free time. ### **Get started with Uncanny Automator** There’s an automated future filled with all of the benefits that we’ve been talking about just a few short clicks away. But, just before we get into the details, let’s get you set up with Uncanny Automator. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). Click here for a more [detailed walkthrough to install and activate Uncanny Automator](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Where to start & the WooCommerce automations that give you your time back** Now that you have Uncanny Automator up and running on your WordPress site, you can start to build recipes that **automate your most impactful workflows**. While there are some recipes that are almost universal—new user registration, for example—every business is different. And their priorities will reflect that. Some will want to focus on abandoned cart recovery. Others might want to get weekly sales reports automated and emailed to their teams. Fortunately, Automator is flexible enough to get started where you want to and robust enough to make an immediate impact. Nevertheless, in our experience, there are some WooCommerce automations that most businesses prioritize. They run the full range from operations to sales and marketing, and cover just about every step of the customer journey. ### **Lead Capture & Nurturing Automations for WooCommerce** Automations that help you drum up new leads and carry them to the checkout counter. #### [**How to Connect Your Form-Building Plugin to WooCommerce**](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) Most leads start with a simple form submission. Learn how to connect your contact form and other simple forms to WooCommerce and your preferred CRM. #### [**How to Create WooCommerce Discount Popups: Generate Leads & Drive Conversions**](https://automatorplugin.com/how-to-create-woocommerce-discount-popups-generate-leads-drive-conversions/) Discount popups are one of the simplest ways to grow your email list and convert browsers into buyers. Learn how to design high-converting popups with OptinMonster and use Automator to generate and email unique, single-use coupon codes to each new subscriber automatically. #### [**How to Identify Anonymous Shoppers and Recover Lost Revenue**](https://automatorplugin.com/how-to-identify-anonymous-shoppers/) Anonymous visitors are often your most promising leads—actively browsing, adding items to their cart, and then vanishing. This guide covers six proven methods to track, identify, and convert mystery shoppers into customers using IP logging, smart lead capture automations, and progressive profiling. ### **Marketing & Sales Automations for WooCommerce** Automations that focus on converting leads into customers, revenue generation, conversion optimization, and sales growth. #### [**3+ WooCommerce Upsell Automations That Will Actually Drive Sales**](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/) WooCommerce’s built-in upsell tools only work on product pages—which means most customers never see them. This guide shows you how to trigger CRM-based upsells, send one-click post-purchase offers with direct checkout links, and display real-time on-site messages with personalized coupons at the perfect moment. #### [**Simple WooCommerce Automations to Quickly Boost Your Conversions**](https://automatorplugin.com/woocommerce-automations-to-boost-conversions/) From abandoned cart reminders to personalized discounts for window shoppers, this guide walks you through WooCommerce automations that plug the leaks in your sales funnel. You’ll learn how to create frictionless checkout experiences, notify your sales team about high-intent browsers, and turn repeat product viewers into paying customers. #### [**WooCommerce WhatsApp Integration (Social Commerce Made Easy with Automator)**](https://automatorplugin.com/woocommerce-whatsapp-integration-social-commerce-made-easy-with-automator/) With 98% open rates, WhatsApp notifications crush email when it comes to customer engagement. Learn how to send automated order updates, cart nudges, subscription renewal alerts, and even take mobile orders—all without writing a single line of code. ### **Customer Retention & Lifecycle Automations for WooCommerce** Automations that keep customers engaged or bring them back to purchase again. #### [**How to Automate WooCommerce Win-Back Campaigns**](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) Breakups don’t have to be permanent. This guide shows you how to automatically identify churned customers and launch multi-channel win-back campaigns complete with personalized coupon codes—whether you’re working from WordPress or your CRM. #### [**WooCommerce Abandoned Cart Recovery**](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) With a 75% average cart abandonment rate, recovery automations are non-negotiable. Learn how to build multi-channel reminder sequences with perfectly timed delays, personalized incentives, and even WhatsApp nudges to bring shoppers back before they forget about you. #### [**How to Automate WooCommerce Post-Purchase Surveys and Campaigns**](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) The post-purchase period is one of the most valuable moments in your customer lifecycle. This guide shows you how to trigger survey invitations via email, SMS, or WhatsApp—and use incentives like coupons or loyalty points to turn feedback into repeat purchases. #### [**How to Automate WooCommerce Birthday & Anniversary Coupons**](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) Birthday and anniversary emails generate 179% more clicks and 342% more revenue than standard marketing messages. Learn how to collect customer birthdays, store them in WordPress, and automatically send personalized coupon codes on exactly the right day—without lifting a finger. ### **Quality of Life Automations for WooCommerce: Operations, Analytics & Reporting** Posts that streamline backend processes, ERP syncs, accounting workflows, and external integrations. #### [**Easily Create Automated WooCommerce Reports with Uncanny Automator**](https://automatorplugin.com/easily-create-automated-woocommerce-reports-with-uncanny-automator/?utm_source=chatgpt.com) Stop copy-pasting sales data into spreadsheets. This guide shows you how to create fully automated Woo reports—tracking sales by time period, customer, product, or region—and have them delivered straight to your inbox or synced to Google Sheets in real time. #### [**How to Connect WooCommerce to Google Sheets in 5 Easy Steps**](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) Google Sheets is still the go-to tool for quick analysis and team collaboration. Learn how to automatically send WooCommerce order and product data to Sheets, track complex orders with multiple line items, and build a real-time sales dashboard without any per-automation fees. #### [**Best QuickBooks Plugin for WordPress**](https://automatorplugin.com/best-quickbooks-plugin-for-wordpress/) Accounting shouldn’t mean copy-pasting customer data moments before your tax deadline. This guide compares QuickBooks integration options and shows you how to automatically sync orders, customers, products, and invoices between WooCommerce and QuickBooks Online. #### [**How to Integrate Slack with WordPress for Team Collaboration**](https://automatorplugin.com/how-to-integrate-slack-with-wordpress-for-seamless-team-collaboration/) Keep your team in the loop without flooding their inboxes. Learn how to send real-time Slack notifications when orders come in, inventory runs low, or high-value customers take action—so the right people can respond instantly. #### [**How to Auto-Generate AI Images for WordPress with DALL·E**](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) Stop scouring stock photo sites for the perfect image. This guide shows you how to generate stunning, original visuals with DALL·E and Automator—automatically adding them to your WordPress media library for blog posts, product pages, and more. #### [**How to Connect OpenAI to WooCommerce and 4 Smart Ecommerce Automations**](https://automatorplugin.com/how-to-connect-openai-to-woocommerce-and-4-smart-ecommerce-automations/) AI isn’t just for big businesses anymore. Learn how to auto-generate SEO-friendly product descriptions, offer personalized recommendations, and even set up a virtual shopping assistant—all powered by your preferred AI platform and running automatically in the background. ### **Everything else** Not sure what to automate next? Here at Uncanny Automator, we developed the **R.I.C.H. Framework** to help businesses like yours identify opportunities for automation. The concept is pretty simple. Any task that satisfies one or more these criteria is ready to be automated: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of records (customers, products, etc.). - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Here’s a freebie to help you: [**Preview and use the R.I.C.H. Framework template**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview). ## **Pro tips for automating your WooCommerce store** You’ve got the tools. You understand the workflows. Now here are a few hard-won lessons to help you automate smarter—not just faster. **1. Start with the automations that prevent disasters** It’s tempting to jump straight into sophisticated upsell sequences and AI-powered product recommendations. Resist that urge. Start with the automations that answer one question: **“If this fails, what breaks?”** **2. Use conditional logic from the beginning** You have the power now to create segmented funnels that deliver the right stuff to the right people without the added workload. Whether it’s creating funnels attached to specific campaigns and sales or internal communications, use conditional logic. Use it a lot. **3. Create a single source of truth for customer data** Decide early: is your CRM or WordPress the “master record” for customer information? Bi-directional syncing sounds great in theory—until you create infinite loops or duplicate fields. Most successful setups use a one-way sync (WordPress → CRM) with manual overrides only in the CRM when absolutely necessary. The [Custom User Fields Addon](https://automatorplugin.com/custom-user-fields-addon/) makes this easier by letting you store and sync key customer data—lifetime value, phone numbers and social handles, past coupon codes used—directly in WordPress. **4. Tag with purpose, not just with data** Before you start tagging customers, create a taxonomy that reflects why the data matters: - **Purchase behavior:** first-time buyer, repeat customer, VIP - **Product preferences:** seasonal shopper, digital-only, subscribes to consumables - **Price sensitivity:** uses coupons, waits for sales, buys at full price Don’t just tag “bought Product X”. Tag any insights that are key to understanding your audience: “city”, “preferred language”, etc. **5. Automate the apology** The real world is messy—shipping gets delayed, team members call in sick. Build the automations that can clean up these messy scenarios without getting your hands dirty. If an order isn’t fulfilled within your specified window, send an automated apology along with a discount coupon on the user’s next purchase. Customers forgive mistakes. They don’t forgive being ignored. **6. Keep a backup log in Google Sheets** Even with a sophisticated CRM, maintain a Google Sheets log of critical events: high-value orders, refund requests, failed payments, customer complaints. Sheets are searchable, shareable, and don’t care about API limits. When someone asks “How many refund requests did we get last quarter?” you’ll have the answer in seconds—even if your analytics tool doesn’t track it. ## **Final steps: Work less. Sell more.** You came here because running your WooCommerce store wasn’t all you imagined it would be. Now you have a roadmap to fix that. With Uncanny Automator, your store can finally run the way it was supposed to: forms capturing leads while you sleep, abandoned carts recovering themselves, customer data flowing seamlessly between your tools, and reports landing in your inbox without you lifting a finger. The best part? You don’t need to automate everything at once. Start with one workflow that’s costing you time or money right now. Get it running. Then add another. Before long, you’ll have a store that works for you—so you can spend your time on what actually moves the needle. It’s time to build a WooCommerce store that sells while you sleep. [**Get started with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently asked questions about WooCommerce automation** **What is WooCommerce automation?** WooCommerce automation uses tools like Uncanny Automator to connect your store to other plugins and apps—so tasks happen automatically when customers take action. When someone abandons a cart, an email goes out. When an order ships, the customer gets notified. When inventory runs low, your team gets an alert. Instead of manually managing every step, automation handles the repetitive work so you can focus on growing your business. **What’s the best WooCommerce automation plugin?** The best WooCommerce automation plugin depends on your needs, but [Uncanny Automator](https://automatorplugin.com/) stands out for its deep WooCommerce integration, 200+ app and plugin connections, and no per-automation fees. Unlike tools that charge based on how many automations you run, Automator lets you scale without penalties. It also offers powerful addons for customer segmentation, custom user fields, and restricted content—all built specifically for WordPress. ****Can I automate abandoned cart emails in WooCommerce?**** Yes. With Uncanny Automator, you can create multi-channel abandoned cart recovery sequences that include emails, SMS via Twilio, and even WhatsApp messages. You can set custom delays, personalize messages with customer and cart data, and automatically generate unique coupon codes as incentives. ******How do I connect WooCommerce to my CRM?****** Uncanny Automator integrates with popular CRMs including **HubSpot**, **ActiveCampaign**, **Mailchimp**, **FluentCRM**, **Brevo**, and more. You can automatically add customers to your CRM when they make a purchase, update tags based on buying behavior, and sync customer data like lifetime value and purchase history. The setup takes just a few clicks—no coding required. ********Is WooCommerce automation worth it for small stores?******** Absolutely. Small stores often benefit more from automation because owners are typically wearing multiple hats. Additionally, small ecommerce stores often can’t afford to set up the kinds of automated funnels that drive better conversions and improve margins. **********Can I automate WooCommerce without coding?********** Yes. Uncanny Automator is a no-code, AI automation plugin, which means you build workflows using a visual interface or simply by writing commands. If you can point and click, or type, you can automate your WooCommerce store. ************Can I automate WooCommerce subscriptions and memberships?************ Yes. Automator integrates with WooCommerce Subscriptions and WooCommerce Memberships to automate renewal reminders, failed payment recovery (dunning), membership expiration alerts, and upgrade offers. You can also trigger actions based on subscription status and subscription status changes—like changing access levels, initiating campaigns, or generating reports about the average subscription length. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [Automated Dynamic Content for WordPress: A Complete Guide](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) **Published:** July 3, 2025 **Author:** Brendan Da Costa **Content:** *Learn how to add dynamic content to WordPress sites using Uncanny Automator’s Dynamic Content Addon. Transform static pages into personalized, automated experiences that boost engagement and conversions without coding.* ![](https://automatorplugin.com/wp-content/uploads/2025/07/Automator-Blog-How-To-Automated-Dynamic-Content.png "Automator Blog - How To - Automated Dynamic Content") Picture this: **every visitor to your WordPress site sees live, up-to-date content—or even personally tailored content for returning customers**. New customers get welcome messages, returning users see personalized recommendations, and VIP members access exclusive offers—all happening automatically without you lifting a finger. That’s the magic of dynamic content that WordPress sites can deliver! If you have ever questioned how large brands craft well-timed, customized experiences that keep users coming back, you’re in the right spot. In this guide, we’ll explore the concept of dynamic content in WordPress, understand why it’s transformative for your site, and most importantly, learn how you can easily implement it with **Uncanny Automator’s** [**Dynamic Content Addon**](https://automatorplugin.com/dynamic-content-addon/). By the end of this article, you’ll understand exactly how to add dynamic content in WordPress and see real-world examples in action. You’ll have the tools and know-how to transform your static website into an engaging, dynamic experience that converts site visitors into loyal customers. Let’s get started. ## **What Is Dynamic Content in WordPress?** **Dynamic content is website content that changes automatically based on specific conditions, user behavior, or data points**—without requiring manual updates from you. Unlike static content that remains the same for every visitor or that requires a page refresh to update, dynamic content adapts in real-time to create personalized experiences. Think of it as the difference between a generic billboard (static) and a smart digital display that shows different ads based on who’s looking at it (dynamic). Your WordPress site can be that smart display! There are two main types of dynamic content you can implement: - **Global Dynamic Content:** Content that changes based on universal conditions like time, date, location, or website-wide events. For example, a live rolling stock banner at the bottom of the page that all users see, or a sitewide recent sale popup that builds urgency and social proof. - **User-Based Dynamic Content:** Content that changes based on individual user data, behavior, or profile information. This includes personalized product recommendations, user-specific dashboards, or content that adapts based on purchase history or membership level. Here are some real-world examples you’ve probably experienced: - E-commerce sites showing “Recently Viewed” products or “Customers who bought this also bought” recommendations. - News websites displaying articles based on your reading history or location. - Membership sites showing different navigation menus or content areas based on subscription level. The beauty of WordPress dynamic content is that once it’s set up, it works 24/7 to create these personalized experiences without any manual intervention from you. ## **Benefits of Using Dynamic Content for WordPress** Dynamic content isn’t just about having a “cool” or modern website—it’s about boosting engagement and driving conversions. And the results speak for themselves. **Power Personalization** According to [Forbes](https://www.forbes.com/sites/blakemorgan/2020/02/18/50-stats-showing-the-power-of-personalization/), **67% of consumers prefer brands that offer a personalized experience**. Dynamic content allows you to meet (and even exceed) this customer expectation. **Boost Conversions** Here’s a number that’ll grab your attention: [Amazon](https://www.publitas.com/blog/consumers-expect-dynamic-content/) attributes up to **35% of its revenue to its dynamic recommendation engine!** While you might not be Amazon, the principle remains the same—showing relevant content at the right moment converts better than generic messaging. **Drive Higher Engagement Rates** The data is crystal clear: personalized content performs better. According to [Hushly](https://www.hushly.com/blog/using-dynamic-content-personalization-for-better-engagement/), **over half of all consumers report a higher level of satisfaction** as their experiences become more personalized. Dynamic content gives you the tools to deliver the right content to the right people. **Improve User Experience** Dynamic content isn’t just about marketing—it’s about **creating genuinely better experiences**. When users see the right information at the right time, navigation becomes intuitive, friction decreases, and decision-making becomes second-nature. **Improve Customer Retention** With a better UX and more engagement, dynamic content can boost your customer retention rates. Given that acquisition costs for new customers [are much higher](https://www.invespcro.com/blog/customer-acquisition-retention/) than conversion costs for existing customers, dynamic content can reduce your costs and boost your bottom line. With all of these benefits, WordPress dynamic content isn’t just a nice-to-have feature—it’s becoming essential for WordPress businesses. So, what’s the best dynamic content plugin for WordPress? And how do you add dynamic content to your WordPress posts and pages? We’ll tackle that—and more—in the next section. ## **How to Add Dynamic Content in WordPress** Now for the exciting part—actually **implementing dynamic content on your WordPress site!** While there are several approaches you could take, we’re going to focus on the most powerful and user-friendly solution: **Uncanny Automator’s** [**Dynamic Content Addon**](https://automatorplugin.com/dynamic-content-addon/). [![](https://automatorplugin.com/wp-content/uploads/2025/07/automator-dynamic-content-addon-1024x576.png "automator-dynamic-content-addon")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-dynamic-content-addon.png) Uncanny Automator is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions, Automator allows you to connect all of your favorite apps and plugins. So, when it comes to dynamic content, **Automator has an obvious advantage: you can fully automate it!** And, because Automator is seamlessly integrated with your website, plugins, and apps, there’s no limit on how you can incorporate dynamic content into your WordPress site. - Automated sitewide WooCommerce restocking notifications? ✅ - Personalized, AI-powered responses in real-time? ✅ - Membership-specific activity streams from LearnDash, BuddyBoss, and more? ✅ - Automatic location-based ads, listings, or sales notifications? ✅ - Pre-scheduled, seasonally appropriate greetings and recommendations? ✅ And that’s just the tip of the iceberg. We’ll show you some additional use cases later on. But first, we’ll show you how to get started with the Dynamic Content Addon. ### **Getting Started with Dynamic Content** Dynamic content might seem like a complicated feature. But, thanks to some very clever developers, using the Dynamic Content Addon is easy. In the following steps, we’ll show you how to configure a simple sitewide activity stream—then we’ll let your imagination take over from there! **Step 1: Install and Activate Uncanny Automator Pro – Elite** First, you’ll need Uncanny Automator Pro – Elite to access the Dynamic Content Addon. Here’s how to get started: 1. Install and activate the free version of Automator and get your Automator Pro – Elite license from the [official website](https://automatorplugin.com/pricing/). 2. Download the .zip file from 3. Upload the .zip file to your WordPress site via **Plugins** > **Add New** > **Upload Plugin**. If you need additional instructions, you can read the Knowledge Base article on [installing Uncanny Automator](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). **Step 2: Activate the Dynamic Content Addon** Once you’ve activated your Pro – Elite license, accessing dynamic content functionality is straightforward. To activate the Dynamic Content Addon, simply navigate to **Automator** > **Addons** from your WordPress Admin Dashboard. [![Screenshot of Uncanny Automator's Elite addons showing the Dynamic Content addon for WordPress, which allows users to create user-specific or global dynamic content blocks and shortcodes that update in real-time.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-dynamic-content-addon-activated-1024x688.png "automator-dynamic-content-addon-activated")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-dynamic-content-addon-activated.png) **Step 3: Configuring Dynamic Content Blocks** The Dynamic Content Addon works by providing you with Gutenberg blocks and shortcodes that you can insert anywhere on your site. These elements automatically pull in relevant data based on the conditions you set in Automator *recipes* (i.e., combinations of triggers and actions). To build a dynamic block, navigate to **Automator** > **Dynamic Content Blocks** and click **Add new dynamic content block**. [![WordPress admin dashboard showing Uncanny Automator's Dynamic content blocks interface for managing dynamic content in WordPress, with an empty content blocks table and highlighted "Add new dynamic content block" button.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-add-new-dynamic-block-1024x576.png "automator-add-new-dynamic block")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-add-new-dynamic-block-1024x576.png) Automator will present you with an editor that looks identical to the native WordPress block editor. 1. First, give your dynamic block a name that makes it easy to recognize at a glance. For example, as we’re going to create a sitewide activity stream, we have named the block “Sitewide Activity Stream”. (Very creative, we know.) 2. Next, select the block “Type”, i.e., “Global” (every visitor on your site sees it) or “User” (specific subsets of your logged-in web visitors that you can define later). We have selected “Global”. That’s it. Your dynamic block is now ready! 3. Optional: If you want to set “default” content (i.e., content that displays if no user-specific content has been set) then you can select a block and manually enter that content. Once you’re finished, click **Publish**. [![WordPress Gutenberg editor showing the creation of a "Sitewide Activity Stream" dynamic content block for WordPress, with the block settings panel open displaying Global and User type options.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-publish-sitewide-activity-stream-block-1024x324.png "automator-publish-sitewide-activity-stream-block")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-publish-sitewide-activity-stream-block.png) That’s it! You’ve just created a dynamic content block with Automator! (Note: We did not enter any content into the block, so it will not display any. However, if you manually enter content into a block, it will display that content wherever the block is on your WordPress site.) You can now embed this dynamic block anywhere on your website by adding it to any page or post in the block editor, or with the shortcode from the “Dynamic content blocks” screen. [![WordPress admin interface displaying dynamic content blocks management page with a "Sitewide Activity Stream" global block listed, showing the shortcode popup for embedding dynamic content in WordPress posts and pages.](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-blocks-shortcode-1024x428.png "dynamic-blocks-shortcode")](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-blocks-shortcode.png) That’s really all there is to building dynamic blocks with Automator. However, if you want to know more about the inner workings of Automator’s Dynamic Content Blocks Addon, [read this Knowledge Base article](https://automatorplugin.com/knowledge-base/dynamic-content/). **Step 4: Creating Automated Dynamic Content** Now that you have created your first dynamic content block, it’s time to see the Automator advantage (automated dynamic content) in action! Using *recipes* (combinations of triggers and actions), we can alter or append content to dynamic blocks without lifting a finger. First, navigate to **Automator** > **Add new recipe**. In the popup that appears, select **Logged-in users** and click **Confirm**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: If you want your sitewide activity stream to report the activity of all site visitors, you can select “Everyone”.) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “When a user completes a course, update the sitewide activity stream”. Next, select an integration. For example, we have selected **LearnDash**. [![Uncanny Automator LearnDash integration tile, highlighted amongst other integration tiles.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png "automator-learndash-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png) From the dropdown list that appears, select a trigger. For example, we have selected “**A user completes a course**”. [![learndash-trigger-a-user-completes-a-course](https://automatorplugin.com/wp-content/uploads/2021/12/learndash-trigger-a-user-completes-a-course-1024x475.png "learndash-trigger-a-user-completes-a-course")](https://automatorplugin.com/wp-content/uploads/2021/12/learndash-trigger-a-user-completes-a-course.png) Once you’ve saved your trigger, click **Add action** in the *Actions* panel—this is where we’ll configure our dynamic content. From the menu of available integrations, select **Dynamic Content**. [![Uncanny Automator integration selection grid, highlighting the Dynamic content for WordPress integration.](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-content-addon-integration-1024x707.png "dynamic-content-addon-integration")](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-content-addon-integration.png) From the dropdown list that appears, select “**Update a global dynamic content block**”. [![Automator Dynamic Content Addon action selection, highlighting “Update a global dynamic content block”.](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-content-action-update-global-block-1024x480.png "dynamic-content-action-update-global-block")](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-content-action-update-global-block.png) Automator will present you with a form for configuring your dynamic content. First, select your desired block, in our example, the “Sitewide Activity Stream” block. Then, select the *Mode*. This will determine whether the existing content in the dynamic block will be replaced with new content or if new content will simply be appended (i.e., added) to the existing content. For an activity stream, new content is usually appended. Now comes the fun part of drafting the dynamic content! You can do this using a combination of static text and *tokens* (i.e., data pulled from your WordPress website and from within recipes). For example, here is our dynamic content: [![Automator “Content” editor for a dynamic content block, showing a draft message using tokens to customize the content.](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-content-block-content-896x1024.png "dynamic-content-block-content")](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-content-block-content.png) To use tokens in your content, simply click the **Asterisk** and select the desired token. It really is that simple, but you can [click here to learn more about using tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) in Automator. Once you’re satisfied with your content, click **Save**. All you have to do after that is toggle the recipe from **Draft** to **Live**. [![Automator recipe to update a global dynamic content block in WordPress when a user completes a LearnDash course.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-update-sitewide-activity-stream-with-dynamic-content-1024x615.png "automator-recipe-update-sitewide-activity-stream-with-dynamic-content")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-update-sitewide-activity-stream-with-dynamic-content.png) Now, whenever a user completes a course, our sitewide activity stream will be updated wherever we have it on our site! Of course, a lot more than course completions happens on our website. So, we created additional recipes for quiz completions, event registrations, purchases, and more. Even with minimal styling, here’s how our activity stream looks: [![Automated sitewide activity stream displaying dynamic content in WordPress using the Automator Dynamic Content Addon.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-activity-stream-1024x860.png "automator-activity-stream")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-activity-stream.png) By displaying this dynamic block on our site’s homepage, we’re able to show site visitors that we have an active and thriving community. So, are you ready to create compelling dynamic content of your own? [**Get your Automator Pro – Elite now to automate dynamic content >>>**](https://www.automatorplugin.com/pricing) ## **Examples of Dynamic Content in WordPress** Now that you’ve gotten the hang of creating dynamic content with Automator, let’s take a quick look at what else you can do. ### **RSS Feed Display** Uncanny Automator’s [**RSS integration**](https://automatorplugin.com/integration/rss-feed/) lets you easily pull in content from across the web. With the Dynamic Content Addon, you can easily turn this RSS feed into a live display, giving your site visitors real-time dynamic content. [![RSS feed display using dynamic content in WordPress and Uncanny Automator’s RSS integration.](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-rss-feed-display-1024x715.png "dynamic-rss-feed-display")](https://automatorplugin.com/wp-content/uploads/2025/07/dynamic-rss-feed-display.png) ### **Order Status Updates** For eCommerce businesses, adding order tracking to a user’s account or purchase history page is easy with a dynamic block. Using Automator’s Woo trigger, “A user’s order status changes to a specific status”, you can automatically update a dynamic block based on a user’s order status. [![Automator Woo trigger “A user’s order status changes to a specific status”.](https://automatorplugin.com/wp-content/uploads/2025/07/woo-trigger-users-order-status-changes-1024x464.png "woo-trigger-users-order-status-changes")](https://automatorplugin.com/wp-content/uploads/2025/07/woo-trigger-users-order-status-changes.png) ### **Social Proof** Imagine bringing the power of word-of-mouth advertising to your site—in real-time! Dynamic content allows you to display the most relevant reviews in the most visible places to potential new customers. Using Automator’s [AI integrations](https://automatorplugin.com/automator-6-6-the-ai-integrations-update/), you can filter product reviews for sentiment, spelling and grammar before displaying them on your site. ### **Scarcity Tactics and Sales Events** Scarcity is a powerful incentive that drives consumers to buy. Whether it’s the last available room in a hotel or the second last signed concert tour sweater—if it’s almost gone, consumers want it. Use Automator’s meta tokens and dynamic blocks shortcodes to embed inventory numbers in strategic places across your website, encouraging your shoppers to act sooner rather than later. ### **Personal AI Shopping Assistant** Train an AI model ([and Automator supports quite a few](https://automatorplugin.com/automator-6-6-the-ai-integrations-update/)) on your store’s products and then give your shoppers an AI assistant of their own. Using a form-building plugin like WPForms and the Dynamic Content Addon, you can have your shoppers ask AI to narrow their search or teach them about your product offerings with responses given in real-time. Each of these examples can be implemented using Uncanny Automator’s Dynamic Content Addon, making sophisticated personalization accessible to any WordPress site owner. ## Frequently Asked Questions **What is dynamic content in WordPress and how is it different from static content?** Dynamic content in WordPress is website content that changes automatically based on specific conditions, site activity, user data, or behaviors. Static content, on the other hand, remains the same or requires a page refresh to see. **Do I need coding skills to implement WordPress dynamic content?** Not with Uncanny Automator’s Dynamic Content Addon! The plugin provides user-friendly shortcodes and Gutenberg blocks that every WordPress user, from newbies to experienced developers, can use. Everything is point-and-click, making dynamic content accessible to users of all technical levels. **What is the best dynamic content plugin for WordPress?** If we might be so bold; Uncanny Automator is the best dynamic content plugin for WordPress websites. In addition to giving users the ability to add all sorts of dynamic content anywhere on their site, Automator connects your dynamic content to all of your apps and plugins. In other words, this is dynamic content fully automated and fully integrated. No code required. [**Get Automator Pro – Elite and try it for yourself >>>**](https://www.automatorplugin.com/pricing) **Will dynamic content slow down my WordPress site?** When implemented properly with quality tools like Uncanny Automator, dynamic content has minimal impact on site speed. The addon is optimized for performance and uses efficient caching mechanisms to ensure your personalized content loads quickly. **Can dynamic content work with any WordPress theme or page builder?** Yes! Uncanny Automator’s Dynamic Content Addon is designed to work with virtually any WordPress theme and popular page builders like Elementor, Beaver Builder, and Gutenberg. If Gutenberg blocks are not available with your builder, simply use the shortcode. **Is dynamic content suitable for small businesses or just large enterprises?** Dynamic content benefits businesses of all sizes! Small businesses often see even bigger improvements because personalization helps them compete with larger companies by creating more intimate, tailored customer experiences that build stronger relationships. Uncanny Automator brings enterprise-level development features to small businesses and solopreneurs at a fraction of the cost. ## **Conclusion** As you’ve seen, adding dynamic content to your WordPress site is a virtual necessity in today’s competitive online landscape. Whether you’re an experienced developer looking to save endless hours or a solopreneur or website administrator seeking new ways to stand out, dynamic content is the solution. Enhanced personalization, increased engagement—well, we don’t need to convince you again. Whatever your level of technical expertise, Uncanny Automator’s Dynamic Content Addon was created to put the power of dynamic content at your fingertips. Combine dynamic content with automation and integration, and you have everything you need to bring your site to life—IRL! [**Be dynamic > Grab your Automator Pro – Elite license**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [The Best AI Writing Plugin for WordPress](https://automatorplugin.com/ai-writing-plugin-for-wordpress/) **Published:** November 1, 2023 **Author:** Brendan Da Costa **Content:** ***Generate blog posts, featured images, meta descriptions, and even social media posts with the best AI writing plugin for WordPress—Uncanny Automator.*** [![Uncanny Automator mascot, U-Bot, pointing to a laptop with a blog post and the OpenAI logo, introducing Automator as an AI writing plugin for WordPress.](https://automatorplugin.com/wp-content/uploads/2023/10/openai-for-wordpress-blogging-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-for-wordpress-blogging-featured-image.png) So you’ve just written a stellar blog post, have you? Now it’s time to create an SEO meta description, scour the internet for a featured image and then draft some copy to promote your post on social media. The only problem is that you’re out of creative energy. Thankfully, we live in the 21st century with artificial intelligence. In this article, we’ll show you how to use AI writing plugins for WordPressOpenAI integrations such as [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022) and [**Uncanny Automator**](https://automatorplugin.com/pricing) to help manage your WordPress blog. By the end of this article, you’ll be able to: - create SEO meta descriptions that boost your SERPs, - generate unique featured images that capture your readers’ attention and, - automatically draft and post content for social media to promote your work. If you’re ready to give your WordPress blog an AI-powered boost then scroll on! ## What is [OpenAI](https://automatorplugin.com/share/openai/)? If you’re going to be using [**OpenAI**](https://automatorplugin.com/share/openai/), it would probably be helpful to know exactly what it is. Don’t worry, we’re not going to crack open its digital skull and start rooting around its algorithmic gray matter—no computer neurosurgery here. It’s enough to get a general sense of what OpenAI is and how it works so that you can make the most of it. [![openai-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/openai-homepage-1024x516.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-homepage.png) In a nutshell, OpenAI is an artificial intelligence platform that uses machine learning algorithms to generate human-like text. OpenAI’s GPT (Generative Pre-trained Transformer) model is the largest language model available, with over 175 billion parameters. In layman’s terms, this simply means that OpenAI has read a lot (and we do mean A LOT) of content across the internet so that it can generate human-like text with impressive accuracy. Basically, it’s a very sophisticated version of “monkey-see, monkey-do”. You can prompt OpenAI with a command, a question or even simply an observation and it will return a randomized response that is akin to a “collation” of everything it has read. If you don’t have an OpenAI account, you’ll need to get one in order to follow along. To set up a FREE OpenAI account: 1. Click here to [redirect to the OpenAI login page](https://automatorplugin.com/share/openai/) 2. Navigate to *Menu* > *Login* 3. Click **Sign up** [![openai-sign-up](https://automatorplugin.com/wp-content/uploads/2023/10/openai-sign-up.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-sign-up.png) 4. Create an account using your email address, Google, Microsoft, or Apple account. ## How to Write Better Titles and Meta Descriptions with [AIOSEO](https://automatorplugin.com/share/aioseo/) It goes without saying that the title and meta description for your WordPress blog posts greatly affect their SEO score and, ultimately, where they appear in SERPs. Given that OpenAI was born on the internet, it shouldn’t be surprising that it is an SEO expert. Using [**AIOSEO**](https://automatorplugin.com/share/openai/), you can harness the power of OpenAI to generate optimized post titles and meta descriptions with the click of a button. If you’re unfamiliar with AIOSEO, allow us to introduce you to your new SEO best friend. [![aioseo-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-homepage-1024x586.png)](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-homepage.png) AIOSEO is the go-to SEO plugin for more than 3,000,000 WordPress websites. For bloggers, businesses, digital marketers and developers alike, it is a must-have WordPress plugin. From optimizing on-page content to managing XML sitemaps, monitoring site analytics, and improving social media integration, AIOSEO is your one-stop solution for all things SEO on your WordPress site. In this section, we’ll show you how to use AIOSEO’s native OpenAI integration to generate optimized titles and meta descriptions for your WordPress blog posts. **Step 1: Get** [**AIOSEO Pro**](https://automatorplugin.com/share/openai/) The OpenAI integration is an AIOSEO Pro feature, so you’ll need to [**get at least a Basic license**](https://automatorplugin.com/share/openai/) first. AIOSEO is remarkably affordable, starting at just $49.60/year. **Step 2: Create an OpenAI API Key** Unlocking the power of OpenAI for your post titles and meta descriptions requires a key—an API key, to be exact. 1. After creating your OpenAI account, head to your [**OpenAI Platform**](https://platform.openai.com/). 2. From there, click on your **Profile** in the upper right hand corner and select *View API keys*. 3. In the API Keys page, click **Create new secret key**. 4. You can choose to name your key. For example, we’ve named our key “AIOSEO”. Next, click **Create secret key**. 5. Copy the secret key. **Step 3: Connect AIOSEO to OpenAI** To complete the OpenAI integration with AIOSEO, return to your **WordPress Admin Dashboard** and select a post (or page). Scroll down to the **AIOSEO Settings** underneath your post content. In the *Post Title* and *Meta Description* fields, you’ll see a little robot icon in the right hand corner. [![aioseo-openai-integration-icon](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-openai-integration-icon-1024x456.png)](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-openai-integration-icon.png) Click the icon in either field and a pop-up window will appear. **Paste the API key** into the field and click **Connect**. [![aioseo-openai-integration-api-key](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-openai-integration-api-key-1024x580.png)](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-openai-integration-api-key.png) Once you’ve connected AIOSEO to your ChatGPT account, you can start to generate optimized titles and meta descriptions. [![aioseo-openai-integration-generate-titles](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-openai-integration-generate-titles-1024x576.png)](https://automatorplugin.com/wp-content/uploads/2023/10/aioseo-openai-integration-generate-titles.png) AIOSEO will prompt OpenAI to generate optimized titles and meta descriptions based on your post content. **(Note: AIOSEO makes use of** [**OpenAI API**](https://aioseo.com/docs/using-openai-to-generate-seo-titles-and-meta-descriptions/)**. This is separate from ChatGPT Plus. You will need to set up a payment method from your** [**OpenAI Platform**](https://platform.openai.com/account/billing/overview) **to continue generating titles and meta descriptions.)** ## [Uncanny Automator](https://www.automatorplugin.com/pricing): #1 AI Writing Plugin for WordPress So now that you have some optimized titles and meta descriptions, it’s time to create eye-catching featured images and “share-worthy” social media posts. For this, you’ll need one more OpenAI integration for WordPress: [**Uncanny Automator**](https://automatorplugin.com/pricing). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png) Uncanny Automator is the #1 automation and integration plugin for WordPress websites. Connect all of your favorite apps and plugins using combinations of triggers and actions to create fully automated workflows across your WordPress website and beyond. If OpenAI is the digital equivalent of a brain, then Automator is the body—the plugin that does all of the heavy lifting so you don’t have to. ### **Automatically Generate Featured Images for Blog Posts** Automator works using *recipes* (i.e., combinations of triggers and actions). [![blog-post-featured-image-generator-recipe-live](https://automatorplugin.com/wp-content/uploads/2023/10/blog-post-featured-image-generator-recipe-live-1024x829.png)](https://automatorplugin.com/wp-content/uploads/2023/10/blog-post-featured-image-generator-recipe-live.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-wordpress-post-is-set-to-a-specific-status-generate-an-image-with-openai-and-set-the-posts-featured-image/) Here, we’ll walk you through recreating the recipe pictured above where OpenAI automatically generates a featured image for any blog post once the status changes to “Pending”. **Step 1: Get** [**Uncanny Automator**](https://automatorplugin.com/pricing) OpenAI is an app integration for Uncanny Automator, meaning that you’ll need at least a [**Pro – Basic license**](https://automatorplugin.com/pricing) to proceed. Alternatively, you can download Automator for free and register your account for a limited number of credits to experiment with app integrations such as OpenAI. **Step 2: Create a New Recipe** Once you’ve gotten Automator Pro, navigate to *Automator* > *Add New* from your WordPress Admin Sidebar. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 3: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *Blog Post Featured Image Generator*. **Step 4: Configure Your Trigger** (Note: We’re going to select a trigger that suits our specific workflow for publishing new blog posts. You can modify this trigger to suit your workflows or select a different trigger altogether.) In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) From the drop-down list that appears, select *A user’s post is set to a specific status*. [![wordpress-trigger-a-users-post-is-set-to-a-specific-status](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-post-is-set-to-a-specific-status-1024x479.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-post-is-set-to-a-specific-status-1024x479.png) Automator will prompt you to select the *Post type* and *Post* followed by the *Status*. You can configure these fields to suit your specific workflows. Once you’re finished, click **Save**. Your trigger should look something like this: [![wordpress-trigger-a-users-post-is-set-to-a-specific-status-live](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-post-is-set-to-a-specific-status-live-1024x360.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-post-is-set-to-a-specific-status-live-1024x360.png) **Step 5: Configure Your Action** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **OpenAI**. [![automator-openai-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png) Automator will prompt you to connect your OpenAI account. Just as you did before, return to your [**OpenAI Platform**](https://platform.openai.com/), create a new secret key and paste it into the field when prompted. Once you’ve connected your OpenAI account, Automator will take you back to the recipe builder. From the drop-down list that appears, select *Use a prompt to generate an image*. [![openai-action-use-a-prompt-to-generate-an-image](https://automatorplugin.com/wp-content/uploads/2023/10/openai-action-use-a-prompt-to-generate-an-image-1024x464.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-action-use-a-prompt-to-generate-an-image.png) You can create whatever prompt you believe will generate the kind of image(s) you want. In order to make the image generation dynamic, you can use *tokens* (i.e., pieces of data pulled from across your WordPress website and even from within recipes) by clicking on the **Asterisk** in the *Prompt* field. [![openai-prompt-to-generate-image-with-post-tokens](https://automatorplugin.com/wp-content/uploads/2023/10/openai-prompt-to-generate-image-with-post-tokens-1024x898.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-prompt-to-generate-image-with-post-tokens.png) Once you’re finished, click **Save**. Your action should look something like this: [![openai-action-use-a-prompt-to-generate-an-image-live](https://automatorplugin.com/wp-content/uploads/2023/10/openai-action-use-a-prompt-to-generate-an-image-live-1024x574.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-action-use-a-prompt-to-generate-an-image-live.png) Now, you’ll want to make the image that OpenAI generated the featured image for your blog post. You’ll need a second action for this. In the *Actions* panel, click **Add action** and then **WordPress**. From the drop-down list that appears, select *Set the featured image of a post*. [![wordpress-action-set-the-featured-image-of-a-post](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-action-set-the-featured-image-of-a-post-1024x481.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-action-set-the-featured-image-of-a-post.png) Automator will prompt you to select the *Post type*, specific *Post* and the *Media library ID/URL* of the image you want to use as the featured image. When selecting the specific post for which you want to set the featured image, Automator will only display posts that you have already published. However, to select the post from the trigger (presumably the post for which you want to set the featured image), you can use a token. In the *Post* field, click on the **Asterisk** then select *Use a token/custom value*. In the subfield that appears, select the *Post ID* token from the trigger. [![wordpress-action-post-id-token](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-action-post-id-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-action-post-id-token.gif) Next, in the *Media library ID/URL* field, you can use another token to select the image that OpenAI created in the first action. Simply click the **Asterisk** and select either the *Attachment ID* or the *Attachment URL* token from the OpenAI action. (Note: Automator will save the image that OpenAI created in your media library without you having to do anything.) This second action should be configure as follows: [![wordpress-set-featured-image-action-configuration](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-set-featured-image-action-configuration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-set-featured-image-action-configuration.png) When you’re finished, click **Save**. Your *Actions* panel should look something like this: [![openai-wordpress-integrations-actions-live](https://automatorplugin.com/wp-content/uploads/2023/10/openai-wordpress-integrations-actions-live-1024x768.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-wordpress-integrations-actions-live.png) **Step 6: It’s Alive! It’s Alive!** Now, all that’s left for you to do is to toggle your recipe from *Draft* to *Live*! [![blog-post-featured-image-generator-recipe-live](https://automatorplugin.com/wp-content/uploads/2023/10/blog-post-featured-image-generator-recipe-live-1024x829.png)](https://automatorplugin.com/wp-content/uploads/2023/10/blog-post-featured-image-generator-recipe-live.png) With an automation this powerful, it’s difficult to know whether or not the AI has come to life. Just to give you an idea of how powerful this automation really is, we created a short blog post titled “The 5 Beaches You Must Visit in 2024” with the meta description, “Sun, sand and so much sunburn! These are the five beaches that every world traveler absolutely must visit in 2024.” Here’s the featured image that DALL·E 3 returned for us as soon as we changed the post’s status to “Pending”: [![sample-featured-image-using-openai](https://automatorplugin.com/wp-content/uploads/2023/10/sample-featured-image-using-openai-1024x539.png)](https://automatorplugin.com/wp-content/uploads/2023/10/sample-featured-image-using-openai-1024x539.png) ### ****Automatically Share Posts to Social Media with OpenAI**** Now that you’ve got your optimized blog post title and meta description along with an eye-popping image, it’s time to hit publish. Once your blog post is out there, you can promote it on social media using Automator and OpenAI. [![post-to-social-with-openai](https://automatorplugin.com/wp-content/uploads/2023/10/post-to-social-with-openai-1024x839.png)](https://automatorplugin.com/wp-content/uploads/2023/10/post-to-social-with-openai.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-user-publishes-a-post-generate-an-excerpt-for-x-twitter/) In the recipe pictured above, we’re able to generate a tweet with OpenAI then push it out to X (formerly Twitter) and [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) whenever we publish a new article. It all happens automatically thanks to Automator and OpenAI, working together. Recreating that automated workflow is easy. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** We’ve named this recipe *Post to Social with OpenAI*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. From the drop-down list that appears, select *A user publishes a post*. [![wordpress-trigger-a-user-publishes-a-post](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-1024x467.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post.png) Automator will prompt you to select the *Post type*. Once you’re finished, click **Save**. Your action should look like this: [![wordpress-trigger-a-user-publishes-a-post-live](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-live-1024x350.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-live.png) **Step 4: Configure Your OpenAI Action** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **OpenAI**. From the drop-down list that appears, select *Generate an excerpt suitable for Twitter with GPT-4*. [![openai-action-generate-an-exercept-for-twitter-x](https://automatorplugin.com/wp-content/uploads/2023/10/openai-action-generate-an-exercept-for-twitter-x-1024x469.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-action-generate-an-exercept-for-twitter-x.png) **(Note: Access to** [**OpenAI API**](https://automatorplugin.com/integration/openai/) **gives you more triggers with** [**Uncanny Automator Pro**](https://automatorplugin.com/pricing)**. If you don’t see GPT-4 triggers available, your account might not have access to GPT-4 models. At the time of writing, OpenAI requires that at least $1 of usage be billed to the account before GPT-4 access is granted. Click here to [learn more about Automator’s OpenAI API integration](https://automatorplugin.com/knowledge-base/open-ai/).)** Using the *Post content* token, we can have GPT-4 generate the perfect tweet for our new blog post, optimized with hashtags and emojis to gain traction. [![wordpress-post-content-token-for-openai-prompt](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-post-content-token-for-openai-prompt.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-post-content-token-for-openai-prompt.gif) Once you’re finished, click **Save**. **Step 5: Configure Your X/Twitter Action** OpenAI is ready to generate the perfect tweet for your new blog post. To go viral, click **Add action** then select **X/Twitter** from the menu of available integrations. [![x-twitter-integration](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-integration.png) From the drop-down list that appears, select *Post a tweet to X/Twitter*. [![x-twitter-action-post-a-tweet](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-action-post-a-tweet-1024x324.png)](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-action-post-a-tweet.png) Automator will present you with an editor where you can draft the tweet you want to post. Fortunately, GPT-4 already did that for you. In the *Status* field, click on the **Asterisk** and select the *Generated excerpt* token under the OpenAI action. [![openai-generated-excerpt-token](https://automatorplugin.com/wp-content/uploads/2023/10/openai-generated-excerpt-token-913x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-generated-excerpt-token.png) If you want to include your new AI-generated featured image along with your AI-generated tweet, Automator can help with that too. In the *Image URL or Media library ID* field, click the **Asterisk** and select either the *Post featured image URL* or the *Post featured image ID* token. [![post-featured-image-URL-and-ID-tokens](https://automatorplugin.com/wp-content/uploads/2023/10/post-featured-imag-URL-and-ID-tokens-1024x900.png)](https://automatorplugin.com/wp-content/uploads/2023/10/post-featured-imag-URL-and-ID-tokens.png) Once you’re finished, click **Save**. **Step 6: Configure Your BuddyBoss Action** There’s no need to stop at X/Twitter. If you really want to gain traction with your new blog post, you’ll need to post more social media platforms. Like [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/). Click **Add action** then select **BuddyBoss** from the menu of available integrations. [![automator-integration-buddyboss](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png) From the drop-down list that appears, select *Add a post to the sitewide activity stream* whichever action best suits your workflow. [![buddyboss-action-add-a-post-to-the-sitewide-activity-stream](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-a-post-to-the-sitewide-activity-stream-1024x464.png)](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-a-post-to-the-sitewide-activity-stream.png) Once again, you can use the OpenAI token, *Generated excerpt*, to drum up excitement on your BuddyBoss activity stream. And don’t forget to include the WordPress token, *Post URL*, so that your followers and site members can read your new post with a click. [![openai-generated-excerpt-and-wordpress-post-url-tokens](https://automatorplugin.com/wp-content/uploads/2023/10/openai-generated-excerpt-and-wordpress-post-url-tokens-945x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-generated-excerpt-and-wordpress-post-url-tokens.png) Once you’re finished, click **Save**. Your completed actions should look like this: [![openai-x-twitter-buddyboss-actions-live](https://automatorplugin.com/wp-content/uploads/2023/10/openai-x-twitter-buddyboss-actions-live-1024x786.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-x-twitter-buddyboss-actions-live.png) **Step 7: Go Live!** You’re ready to hand over the management of your WordPress blog to AI. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. [![post-to-social-with-openai-live-toggle](https://automatorplugin.com/wp-content/uploads/2023/10/post-to-social-with-openai-live-toggle-1024x839.png)](https://automatorplugin.com/wp-content/uploads/2023/10/post-to-social-with-openai-live-toggle.png) With these kinds of OpenAI integrations for WordPress, it’s hard to believe that AI isn’t sentient. ## ******More Ways to Use AI Writing Plugins in WordPress****** Looking for more ways to use AI writing plugins like Automator and AIOSEO? Apply **Automator’s R.I.C.H framework** to identify opportunities to generate and optimize your content while still saving time and money. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. Remember, **when it comes to automation, think RICH!** Ready to upgrade your content game with AI? [**Generate AI content with Automator >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **What is an AI writing plugin for WordPress?** An AI writing plugin is a WordPress tool that uses artificial intelligence—often powered by platforms like OpenAI—to help generate, refine, or optimize content directly within your website. These plugins assist with tasks like drafting blog posts, rewriting copy, optimizing for search results, generating images, and more. **How can I use an AI writing plugin to automate blog content?** Using a plugin like Uncanny Automator, you can connect WordPress to OpenAI and set up recipes that automatically generate or update content. For example, when you publish a new post, the plugin can send the content to OpenAI to create a meta description or social media caption, then automatically post to social or notify your marketing team. **Do I need to know how to code to use an AI writing plugin?** No coding required! Both Uncanny Automator and AIOSEO have user-friendly, no-code interfaces that integrate with AI. You can build powerful automations using simple “if this, then that” recipes that trigger AI-generated responses and apply them to your posts, pages, or custom content. **Can I use an AI writing plugin to write full blog posts?** Yes—but with guidance. AI writing plugins can draft entire blog posts based on prompts or outlines you provide. However, for best results, you’ll want to review, edit, and optimize the content to match your brand voice and ensure accuracy. Tools like Uncanny Automator can help you generate blog intros, outlines, or even full drafts as part of a larger editorial workflow. **Which AI models does Uncanny Automator integrate with?** As of the time of writing, Automator integrates with OpenAI. However, we are constantly adding more integrations and will be including more AI platforms such as Anthropic and Grok in the future. ## Conclusion AI and WordPress are constantly evolving. This means that you can always find new ways to use OpenAI for WordPress and to help you manage (and optimize) your WordPress blog. Likewise, [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022) and [**Uncanny Automator**](https://automatorplugin.com/pricing) are always finding new ways to integrate AI into WordPress websites. What are some of the OpenAI integrations for WordPress that you would like to see? Let us know in the comments section below and we’ll get right back to you. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** aioseo, buddyboss, openai --- ### [3+ WooCommerce Upsell Automations That Will Actually Drive Sales](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/) **Published:** December 19, 2025 **Author:** Brendan Da Costa **Content:** *Upgrade your upsells. Get the only WordPress plugin that can create WooCommerce upsell automations such as drip campaigns, on-site messages, and personalized offers.* **TLDR? 100-word Summary** **WooCommerce’s built-in upsells are limited**—Uncanny Automator upgrades them. Get started with automated WooCommerce upsells that actually drive sales. Specifically, you’ll discover how to: - **[Trigger CRM-based upsells](#crm-tag-upsell)** by tagging shoppers based on product views or purchases ↓ - **[Send one-click post-purchase upsells](#direct-to-checkout-upsell)** with direct checkout links ↓ - **[Display real-time on-site messages](#personalized-upsell)** with personalized coupons—no popups required ↓ The result? More personalized offers, less friction, better conversions, and higher average order value—**automatically**! [**Upgrade Your Upsells With Automator >>>**](https://www.automatorplugin.com/pricing) If you’re relying on WooCommerce’s built-in upsells and cross-sells, you’re leaving money on the table—plain and simple. Woo’s default upsell tools only work on product pages, which means most of your customers never even see them. And when your upsells stay hidden, so does your potential average order value. But here’s the good news: with the right automations, upping your WooCommerce revenue becomes both easy and automatic. In this guide, I’ll walk you through **WooCommerce upsell automations** that work anywhere along the customer journey—not just on product pages. Using **Uncanny Automator**, you can: - Tag shoppers in your CRM the moment they view or buy a product to initiate upsell campaigns, - Deliver one-click, post-purchase upsells straight to the inbox, - Show real-time, on-site messages with personalized coupons at the perfect moment. If you’re ready to turn missed opportunities into meaningful sales, let’s dive in. ## **Why WooCommerce Upsells Need an Upgrade** Upselling and cross-selling are two of the most reliable ways to boost average order value (AOV). And the data backs it up. **Upselling, by the numbers…** - Industry research shows that **cross-selling can contribute** [**10–30% of total eCommerce revenue**](https://www.opensend.com/post/upsell-cross-sell-take-rate-statistics-ecommerce). - Even better, businesses that embrace cross-selling strategies often see around **a 20% increase in profits**, simply by encouraging customers to **buy complementary items**. - When it comes to ROI, upselling and cross-selling to your existing customer base can be **5 to 25 times more cost-effective** than acquiring brand-new buyers. In other words: optimizing your WooCommerce upsell strategy is the revenue-generator you’ve been sitting on. **But here’s the challenge:** WooCommerce’s native upsell and cross-sell functionality is extremely limited. - WooCommerce upsell and cross-sell blocks only appear on specific pages (usually on product pages or the checkout page). - WooCommerce doesn’t support behavioral targeting (browsing history, past purchases, etc.) to optimize upsells. - There are no automated follow-ups or personalized offers if the first point of upselling didn’t convert. - Upsells can’t be sent through CRM automations, SMS, on-site messages, or email sequences—not without help. This means most WooCommerce stores are barely scratching the surface of what upselling can achieve. With the right automations, though, you can **make upselling a multi-channel step in your existing sales funnel**. ## [ Uncanny Automator ](https://www.automatorplugin.com/pricing): WooCommerce Upsells on Autopilot Before we jump into the specific upsell automations I want to share with you, let me clarify what I mean by “upsell automations”. > “Upsell automations are behavior-based workflows that enhance WooCommerce’s default upsell and cross-sell tools.” Instead of waiting for customers to land on the right page or scroll down to your upsell and cross-sell blocks, **automations proactively recommend products**. These automations can run across native WordPress emails, CRM platforms, SMS, on-site messages, and more—dramatically increasing your conversion rates and AOV. But, in order to get these workflows running, you need more than what WooCommerce can do. **That’s where Uncanny Automator comes in.** [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) Automator is the #1 rated no-code automation and integration tool for WordPress sites. Using simple combinations of triggers and actions, Automator allows you to connect your favorite apps and plugins. Most importantly it gives WooCommerce store owners the power to **build sophisticated upsell funnels without a single line of code**. With Automator, you get: - **Behavioral Tracking:** Track which products your customers view and buy, which discounts and sales they act on, and more. Sync that data to **Mailchimp**, **HubSpot**, **ActiveCampaign**, **Brevo**, and other CRMs. - **Deep WooCommerce Integration:** WooCommerce-specific triggers, actions, and filters allow you to [generate coupons](https://storeownertips.com/ecommerce-coupons/?utm_source=Uncanny&utm_medium=automator&utm_campaign=link), create orders, filter by product category, send checkout URLs, and more. - **Multi-Channel Support:** Push upsell automations through email, SMS, **WhatsApp**, on-site messaging, and other connected tools. - **100% No-Code Automation:** Build powerful upsell workflows visually. No PHP, JS, HTML, or CSS required. - **Cost-Effective Scaling:** Automator replaces multiple single-use plugins without per-automation fees or costly SaaS subscriptions. Ready to upgrade your upsell game? **Install Uncanny Automator:** 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. [**Purchase your Automator Pro – Elite license**](https://automatorplugin.com/pricing/) from the Automator pricing page. 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [**your Automator account**](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). You can find a [more detailed walkthrough for installing and activating Uncanny Automator](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/) here. ## **How to: 3 WooCommerce Upsell Automations** Now that you have Automator Pro installed and activated, it’s time to create some automated upsell funnels. In this section, I’ll walk you through three powerful WooCommerce upsell automations you can build with Uncanny Automator. **In 15 minutes or less, you’ll have automations that will boost your AOV.** These automations work at every step of the customer journey, from browsing to checkout to post-purchase follow-ups. Here’s what we’ll cover: - CRM-Based Upsell Automations (Tag & Nurture) - Direct-to-Checkout Upsell Automations - On-Site Notification Upsells with Personalized Coupons Let’s start boosting that average order value. ### **CRM-Based Upsell Automations (Tag & Nurture)** ![Uncanny Automator recipe screen showing a WooCommerce upsell automation. The automation tags the customer’s billing email address in Mailchimp when a customer purchases a WooCommerce product.](https://automatorplugin.com/wp-content/uploads/2025/12/woo-upsell-automation-crm-tagging-1024x669.png "woo-upsell-automation-crm-tagging") Whether a user views a product or makes a purchase, Automator can tag them in your CRM to initiate an upsell campaign. **How It Works** - A logged-in shopper **views** or **purchases** a product (or a product within a specific category). - Automator **tags the customer** with: - the product category, or - a specific product upsell or cross-sell (for example, uni-sweater-upsell), - Your CRM launches a targeted and automated upsell or cross-sell campaign. No CRM? No problem. [**Learn how to send automated drip campaigns directly from your WordPress site with Uncanny Automator**](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/)—no CRM needed. **Why It Works** WooCommerce’s native upsells rely entirely on product pages. But with CRM tags, upsells go straight to your customers’ inboxes. - Deep personalization matches the shopper’s real interests. - Great for replenishable products, accessories, memberships, bundles, seasonal items, and more. - Perfect for stores with many SKUs or multiple product categories. **Step-by-Step: Tag Users Based on Product Purchases** 1. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users** (or **Everyone** if you allow guest checkout). 2. Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “WooCommerce Upsell Automation (CRM Tagging)”. 3. In the *Trigger* panel, select **Woo** > **A user purchases a product**. 4. In the *Actions* panel, select **Mailchimp** > **Add a tag to a contact**. 5. Toggle the recipe from **Draft** to **Live**. 6. Optional: **Add filters** so that the recipe only runs on customers who have not previously purchased the upsell product. 7. Optional: Select the trigger **Woo** > **A user purchases a product in a category** and set the **Times per user** value to “1”. This means that Automator will tag the user the first time that they purchase a product in a specific category. Give this recipe a try. And let me know in the comments section if you have any questions. ### **Direct-to-Checkout Upsell Automations** [![Uncanny Automator recipe interface showing a WooCommerce upsell automation. When a customer purchases a WooCommerce product, the automation creates another order with a payment gateway and a secondary action emails the payment gateway link to the customer.](https://automatorplugin.com/wp-content/uploads/2025/12/woo-upsell-automation-direct-to-checkout-1-1024x804.png "woo-upsell-automation-direct-to-checkout-1")](https://automatorplugin.com/wp-content/uploads/2025/12/woo-upsell-automation-direct-to-checkout-1.png) This automation lets you offer a highly persuasive upsell or cross-sell after a customer makes a purchase. Automator can generate a new order in WooCommerce—complete with a coupon code and a simplified payment flow—and email the customer a one-click checkout URL. **How It Works** - A customer completes their initial purchase. - Automator automatically creates a second order with: - a related or complementary product, - a unique coupon code (if desired), - the customer’s checkout information from their initial purchase, - a simple payment gateway for ultra-fast checkout. - Automator emails the shopper a direct checkout link they can complete in seconds. - If the shopper doesn’t take the offer, Automator cancels the unused order after 24 hours to keep your reporting clean. **Why It Works** This is one of the highest-converting upsell methods because: - It doesn’t interrupt the checkout process—no popups or distractions. - It feels like a personalized “thank-you” bonus rather than a sales pitch. - It capitalizes on the post-purchase momentum when customers are most engaged. - It removes all friction: one click takes them straight to the final confirmation page. **Step-by-Step: Create an Upsell Order After Purchase** 1. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users** (or **Everyone** if you allow guest checkout). 2. Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “WooCommerce Upsell Automation (Direct to Checkout)”. 3. In the *Trigger* panel, from the menu of available integrations, select **Woo** > **A user purchases a product**. 4. In the *Actions* panel, click **Add action** and select **Woo** > **Create an order with a product with a payment gateway**. 5. In the *Actions* panel, click **Add action** and select **Email** > **Send an email**. In the body of the email, include the token “Direct checkout URL”. 6. Toggle the recipe from **Draft** to **Live**. 7. Optional: Add a third action with a filter and a delay to cancel the upsell order if the user doesn’t complete it. 1. Select **Woo** > **Set a specific order to a specific status**. In the *Order ID* field, select the token “Order ID” from the first Woo action (i.e., Woo > Create an order with a product with a payment gateway”). Set the status to “Cancelled”. 2. Add the filter, **Woo** > **An order is/is not in a specific status**. In the *Order* field, select the “Order ID” token from the first WooCommerce action. Set the *Criteria* to “is not” and the *Order status* to “Completed”. 3. Set a delay to the action. For example, I have set a delay of 24 hours, giving the customer a day to take the offer. ### **On-Site Notification with Personalized Coupons** [![Uncanny Automator recipe interface showing a WooCommerce upsell automation. When a customer adds a WooCommerce product to their cart, the automation creates another order with the same product and other cross-sell and upsell products. A secondary action sends provides the customer with the new order link in a Dynamic block.](https://automatorplugin.com/wp-content/uploads/2025/12/woo-upsell-automation-on-site-notification-1024x737.png "woo-upsell-automation-on-site-notification")](https://automatorplugin.com/wp-content/uploads/2025/12/woo-upsell-automation-on-site-notification.png) This automation uses Automator’s Dynamic Content Addon to display real-time upsell messages the moment a shopper adds a product to their cart. And because it isn’t a popup, the upsell doesn’t feel pushy and doesn’t disrupt the checkout process. **How It Works** - A user adds a product to their cart. - Automator instantly generates: - a unique coupon code for a related product that the user can redeem at checkout, or - an order with a coupon already applied with a direct-to-checkout link. - Automator triggers an on-site message (not a popup!) showing a personalized message with the coupon or pre-configured order. **Why It Works** This method of upselling blends timing, relevance, and subtlety: - More engaging than WooCommerce’s static “Related Products” box. - Less intrusive than traditional popups. - Perfect for impulse buys, accessory recommendations, bundles, and last-minute cart boosters. - Helps increase AOV without disrupting the checkout flow. **Step-by-Step: Create a Dynamic Block + Real-Time Coupon Upsell Automation** Before you can create this recipe, you’ll need an Automator Pro – Elite license to get the Dynamic Content Addon. [Click here to learn how to install the Dynamic Content Addon](https://automatorplugin.com/knowledge-base/installing-the-dynamic-content-addon/) once you’ve purchased your Automator Pro – Elite license. 1. From your WordPress Admin Dashboard, navigate to **Automator** > **Dynamic Content Blocks**. 2. Click **Add new content block**. In the block editor, name your block and set the *Type* to “User”. 3. **Embed the shortcode** for the dynamic content block on a product page. 4. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. 5. Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “WooCommerce Upsell Automation (On-Site Notification)”. 6. In the *Trigger* panel, from the menu of available integrations, select **Woo** > **A user adds a product to their cart**. 7. In the *Actions* panel, click **Add action** and select either: 1. **Woo** > **Create an order with a product**, or 2. **Woo** > **Generate a coupon**. 8. In the *Actions* panel, click **Add action** and select **Dynamic content** > **Update a dynamic content block for the user**. Select the block you created in the second step and draft a message instructing the shopper how they can redeem the offer. Make sure to include either the “Direct checkout URL” token or the “Generated coupon”. 9. Toggle the recipe from **Draft** to **Live**. Automator’s Dynamic Content Addon is one of the most versatile and powerful features for an eCommerce business. Want to learn more about using dynamic content on your site? [**Check out our detailed guide**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/), complete with use cases and tips and tricks for styling and optimizing. ## **More Smart WooCommerce Upsell Ideas** Once you start building automated upsell funnels, you’ll quickly see just how flexible (and profitable!) they can be. Here are a few more ideas to spark your creativity and help you turn everyday customer actions into revenue-boosting opportunities. - **Membership & Subscription Upgrades:** If you sell memberships or recurring subscriptions, you can automatically offer customers an upgrade path when they purchase a lower-tier product. Trigger a limited-time offer, send a personalized coupon, or even generate a direct-to-checkout link that makes upgrading frictionless. - **Seasonal & Holiday Upsells:** Black Friday, Christmas, back-to-school, and other high-volume seasons are the perfect opportunity to upsell. If a customer adds a product to their cart, use Automator’s Dynamic Content Addon to offer them a “bundle and save” option. - **“Complete Your Kit” Upsells:** This one is a classic because it works so well. Any time a customer purchases a core item, Automator can recommend the accessories that complete the set: brushes for paint kits, filters for cameras, polish for shoes, laces for boots—you get the idea. - **Automated Upsells for High-Intent Shoppers:** If someone visits the same product (or product category) multiple times, Automator can trigger a personalized offer. Send the customer an email or an on-site message that either nudges them toward completing the purchase or offers them related products in case they hadn’t yet found what they wanted. This is especially powerful for high-ticket items. ## **Ready to Build WooCommerce Upsells That Actually Convert?** WooCommerce’s default upsell tools are a good starting point—but they simply can’t keep up with how customers shop today. If you want to boost average order value, personalize the customer journey, and deliver offers when shoppers are most likely to say “Yes!” then you need automations that work behind the scenes and across multiple channels. That’s exactly what Uncanny Automator gives you: - CRM-powered segmentation and follow-ups, - Post-purchase one-click upsells, - Real-time on-site messages with personalized orders and coupons, - Deep WooCommerce integrations and zero coding required. Whether you’re selling memberships, consumables, accessories, or seasonal products, the right upsell automation can turn casual customers into high-value repeat buyers. [**Upgrade your WooCommerce upsells with Automator Pro >>>**](http://automatorplugin.com/pricing) ## **Frequently Asked Questions** ****How do I automate upsells in WooCommerce?**** You can automate upsells in WooCommerce using Uncanny Automator. Automator lets you trigger upsells based on user behaviour—such as product views, add-to-cart actions, or completed purchases—and then send personalized offers through CRM emails, on-site messages, or even one-click checkout links. **Can WooCommerce upsells be shown outside product pages?** Yes—but not with native WooCommerce features. To display upsells outside product pages (for example, on cart, checkout, or via email), you’ll need a third-party upsell plugin like Uncanny Automator. Automator lets you push upsells through CRM campaigns, personalized on-site messages, and direct-to-checkout links. **What’s the best way to increase average order value in WooCommerce?** Behavior-based upsell automations are one of the most effective ways to increase AOV. Tag users in your CRM based on products they view, show real-time offers when they add items to their cart, or send one-click post-purchase upsell emails using Automator. **Can I automate cross-sells based on a user’s past purchases?** Absolutely. With Automator, you can trigger an automation every time a user buys a specific product or product in a category. Use Automator to integrate your WooCommerce store with a CRM like HubSpot, Mailchimp, or ActiveCampaign to build comprehensive customer profiles. **Can I create automated post-purchase upsells without popups?** Yes. Automator can automatically create a new order with a discounted product and email the shopper a direct checkout link. This creates a smooth, one-click upsell experience—no distracting popups required—and performs extremely well for bundles or accessories. **What’s the difference between upselling and cross-selling in WooCommerce?** Upselling encourages customers to upgrade to a more premium version of a product. Cross-selling, on the other hand, recommends complementary items. Automations can handle both by triggering personalized offers based on what users view, buy, or add to their carts. **Can I offer unique coupon codes automatically for upsells?** Yes. With Uncanny Automator you can generate single-use coupon codes and display them in real-time messages or send them through email to your customers. You can even create entire orders with coupons already applied to reduce checkout friction, improving your conversions and AOV. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas --- ### [The Complete Guide to WordPress Membership Automation — From Signup to Superfan](https://automatorplugin.com/complete-guide-to-wordpress-membership-automation/) **Published:** April 2, 2026 **Author:** Brendan Da Costa **Content:** *WordPress membership automation lets you focus on serving your community—not your website. Automate every stage of the member lifecycle—from signup to superfan.* **TLDR? Get the highlights:** **WordPress membership automation** uses behavior-driven workflows to manage every stage of the member lifecycle from the moment new members register to the day they become lifelong subscribers. This guide covers what membership automation actually does, how to set up **Uncanny Automator** as the engine behind your membership website, and where to start for maximum impact. - **Signup & onboarding automations:** payment-triggered membership levels, welcome sequences, group placement, and first-value delivery. - **Engagement & community automations:** BuddyBoss community integration, gamification with GamiPress and myCred, content dripping, multi-channel notifications, and event-driven member experiences. - **Retention & churn prevention automations:** failed payment dunning, loyalty rewards, birthday and anniversary offers, and proactive at-risk member identification. - **Recovery & growth automations:** win-back campaigns for canceled members, tier upgrade workflows, referral program enrollment, and expired trial conversion sequences. - **Pro tips & frameworks:** access revocation, dunning before you need it, first-value delivery, engagement-based churn prediction, and the R.I.C.H. Framework (FREE download!) for identifying your next automation opportunity. [**Start automating your WordPress membership site >>>**](https://automatorplugin.com/pricing) ## **Introduction: WordPress membership automations that help you “Work Less. Retain More.”** You built a membership site because recurring revenue was supposed to mean predictable income. Instead, it’s given you nothing but a predictable avalanche of manual work. Hand-holding new members through the onboarding process. Manually managing access levels. Chasing down failed payments. Answering, “Where do I find \[insert easily searchable item here\]?” support tickets. Tearfully watching members cancel their subscriptions because they never found what they signed up for. That’s not running a membership site—it’s babysitting one. **WordPress membership automation changes that.** Instead of manually managing every member touchpoint, automation handles the operational work so you can focus on creating value for the people who pay you every month. - New members are instantly onboarded at the right access level, given admission to the groups they signed up for, and handed resources that get them off on the right foot. - Content drips on schedule, unlocking progressively as members engage. - Failed payments trigger dunning sequences that recover revenue automatically. - Milestone celebrations, loyalty rewards, and personalized offers keep members feeling valued. - Win-back campaigns re-engage members who canceled or whose memberships simply expired so they never forget you exist. Uncanny Automator—a no-code AI and automation plugin for WordPress—makes this possible. Automator connects your membership plugin, your community platform, your payment tools, and all of your other plugin and app integrations into workflows that manage your members while you focus on creating the content and community they’re paying for. That’s what “Work Less. Retain More.” actually looks like: retaining members, retaining revenue, and reclaiming your time. This guide aims to show you what that looks like in practice and gives you the actionable first-steps for making it your reality. Let’s get started. ## **WordPress membership automation: the economics of keeping your members** Here’s a stat that should inform every decision you make about your membership site: **acquiring a new member costs** [**5-7 times more**](https://www.forbes.com/councils/forbesbusinesscouncil/2022/12/12/customer-retention-versus-customer-acquisition/) **than retaining an existing one**. Here’s another stat that might reshape your business model: **a 5% improvement in retention can** [**increase profits by 25–95%**](https://hbr.org/2014/10/the-value-of-keeping-the-right-customers). For subscription-based businesses and membership models, that math is even more compelling. Every retained member isn’t just one more payment—it’s twelve more payments per year, compounding over years of membership. **But every manual process in your membership operation is a threat to that math.** A delayed onboarding email means a member who never finds the value they signed up for. A missed milestone means one less moment to forge a lasting relationship. A failed payment without a dunning sequence means money walking out the door. Automation ensures that none of that ever happens. For your members, it means a consistent, frictionless, responsive experience that maximizes engagement. For you, it means fewer headaches, fewer opportunities for human error, and increased lifetime value from your subscribers. ### **Member-facing automation: the experience that keeps them subscribed** From the member’s perspective, automation makes your site feel responsive, polished, and worth the recurring fee. They sign up and instantly gain access—no waiting for a manual approval or a delayed confirmation email. Their first login leads to a guided onboarding sequence that shows them exactly where to start. New content unlocks on a schedule that matches their membership tier. Their engagement is acknowledged, appreciated, and celebrated. Every touchpoint feels intentional. Every response is immediate. And none of it requires you to sit at your computer, eyeing every update on your dashboard. ### **Operations automation: the work your site does for you** Automating your WordPress membership doesn’t just deliver a better experience for your loyal subscribers. It also delivers a better experience to you. WordPress membership sites typically span multiple plugins: your membership plugin, your payment processor, your community platform, your CRM, your email tools, your reporting spreadsheets, your databases… to name a few. And the admin work spills across all of them. Granting and coordinating access, group management, payment reconciliation, churn tracking, content scheduling, reporting, etc. Automation connects those moving parts so that data flows and synchronizes between tools, notifications reach the right people, and workflows run without intervention. Your CRM stays current without CSV exports. Access levels sync with payment status in real time. Churn risk alerts arrive in Slack before cancellations hit your bottom line in QuickBooks Online. And your Monday morning starts with a report of progress, not a backlog of chores. ## **The Member Lifecycle: automation at every stage** Member-facing and operations automations work together across the full member lifecycle—from the moment they discover your site to the moment they become your biggest advocate. Here’s what automation can do at each stage. #### **Acquisition + Signup** A visitor clicks “Join Now”. Payment processes through WooCommerce Subscriptions or Memberships, MemberPress, EDD Recurring Payments, or Stripe. In the same second, Automator creates a CRM contact, tags them by acquisition source and membership tier, and initiates the onboarding sequence. No manual data entry. No delay between payment and access. #### **Onboarding + First-Value** The window for first-value delivery is narrow. Automated welcome emails deliver login credentials and a direct link to your highest-value content. Group placement happens instantly—the right BuddyBoss group or Discord server, the right content tier, the right introductory resources. The goal: make every new member feel at home before they have a chance to wonder what they’re paying for. #### **Engagement + Community** Engaged members renew. Disengaged members cancel. It’s that simple—but that hard to deliver manually at scale. Automation drips content on schedule, celebrates milestones in BuddyBoss activity streams, awards GamiPress or myCred points for participation, sends WhatsApp notifications for new content and events, and keeps your community feeling alive and active. Engagement isn’t a nice-to-have—it’s the infrastructure of retention. #### **Growth** Anniversary and birthday offers deliver personalized rewards on exactly the right day. Engaged members are automatically invited into referral or affiliate programs. High-engagement members receive tier upgrade offers based on their usage patterns. #### **Retention + Recovery** At-risk members receive proactive re-engagement sequences before they ever click “Cancel”. When all else fails, dunning sequences fire automatically with retry instructions and alternative payment options. But the lifecycle doesn’t end at cancellation. Automated win-back campaigns target lapsed members with time-limited incentives. Expired trial users receive follow-up sequences that address common objections. The lifecycle is cyclical—recovered members and referrals feed directly back into acquisition. ## **What you need to automate your WordPress membership site** As we discussed before, a WordPress membership site is an ecosystem of apps and plugins. And the bigger your ecosystem gets, the more gaps appear between tools. - Your payment layer handles billing—MemberPress, EDD – Recurring Payments, or Stripe and PayPal directly. - Your access control layer manages who sees what—MemberPress, Restrict Content Pro, WooCommerce Memberships, or Automator’s own Restrict Content Addon. - Your community layer keeps members engaged—BuddyBoss, Discord, wpForo. - Your gamification layer rewards participation—GamiPress, myCred, Advanced Coupons. - And your data layer tracks everything—CRMs, Google Sheets, Airtable. Each plugin does its job. The problem is they don’t know about each other. A payment fails in Stripe, but BuddyBoss doesn’t know to revoke community access. A member upgrades their tier in MemberPress, but they’re still sitting in the basic BuddyBoss group. A subscription expires in WooCommerce, but the member is still sitting in your Mailchimp list for active members. Uncanny Automator is the layer that makes your membership ecosystem work together. It’s an AI and automation plugin for WordPress with 200+ plugin and app integration. Purpose-built to connect your membership tools, Automator ensures that every signup, cancellation, renewal, and engagement event triggers the right response across your entire stack. ![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage") ### What makes [Automator](https://www.automatorplugin.com/pricing) essential for membership sites? Most WordPress automation tools offer a handful of membership triggers and call it a day. Automator goes deeper—and wider—than any other option. - **Deep integration with every popular membership plugin:** MemberPress, WooCommerce Memberships, WooCommerce Subscriptions, EDD – Recurring Payments, Restrict Content Pro, Paid Memberships Pro, and the list goes on. No other WordPress automation tool supports this many membership plugins with this depth of integration. - **Subscription lifecycle triggers that cover every event:** Signup, renewal, cancellation, expiry, failed payment, trial start, trial end, tier change, coupon redemption, and more. Build workflows that respond to every billing and access event, not just the initial purchase. - **Flat pricing, no matter your member count:** Per-operation or per-automation pricing punishes growth. Automator Lite is free forever, and Automator Pro comes at a flat annual fee. Whether you have 50 members or 50,000, the cost doesn’t change. For membership businesses running dozens of concurrent workflows across every stage of the member journey and thousands of members, the math speaks for itself. - **Plugin and app integrations for every membership type:** Whatever your membership stack looks like, Automator connects it. Whether your membership site offers groups, events, paywalled content, exclusive products, or extensive directories, there’s an integration for you. [Check out the full list of Automator’s integrations >>>](https://www.automatorplugin.com/integrations) - **Addons for creating your own lightweight membership site:** Uncanny Automator’s addons—**Restrict Content**, **User Lists**, and **Custom User Fields**—make it easy to create your own customizable membership site. Just add a payment method like Stripe or PayPal, and you’re ready to create your own digital walled garden. **The result:** a membership site where every signup, renewal, cancellation, and engagement event is handled automatically—and the only manual work left is creating the content and community your members are paying for. ### **Get started with Uncanny Automator** There’s an automated future filled with all of the benefits that we’ve been talking about just a few short clicks away. But, just before we get into the details, let’s get you set up with Uncanny Automator. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Where to start & the membership automations that keep your members subscribed** Automator is live on your WordPress site. Now the question is: which workflow do you build first? That depends on your membership model. If you’re selling content subscriptions through WooCommerce or EDD, start with signup and granting access. If you’re running a community-first membership site powered by BuddyBoss, start with engagement and group management. If your biggest problem is churn, skip straight to retention and failed payment recovery. The automations below cover every stage of the member lifecycle to help you get started. They’re organized by function, not by difficulty, so jump to whichever section matches your most pressing need. ### **Signup, Onboarding & Access Management** Automations that turn signups into active, engaged members from the first minute. [**The Best WordPress Membership Plugins for Any Website**](https://automatorplugin.com/the-best-wordpress-membership-plugins-for-any-website/) Choosing the right membership plugin is the foundation of your entire operation. This comprehensive comparison covers MemberPress, WooCommerce Memberships + Subscriptions, BuddyBoss + LearnDash, Restrict Content Pro, ARMember, and more. Automator integrates with all of them so whichever platform you choose as the foundation of your site, you’ll be able to automate building the rest of it. [**How to Make a Free WordPress Membership Website**](https://automatorplugin.com/how-to-make-a-free-wordpress-membership-website/) You don’t need a premium stack to launch. This guide shows you how to build a fully automated membership site using only free plugins. This guide covers everything from registration, content restriction, payment processing, to automated onboarding. Start free, then scale to premium when your membership justifies the investment. [**How to Automate New Customer and User Onboarding**](https://automatorplugin.com/automate-user-onboarding/) The first week determines whether a new member stays or cancels. This guide walks you through building automated onboarding sequences that deliver login credentials, orientation content, first-value resources, and CRM enrollment the moment someone signs up. Build automations that make every new member feel at home. ### **Community, Engagement & Gamification** Automations that keep members active, connected, and invested in your platform. [**The Best BuddyBoss WooCommerce Integration to Boost Member Engagement**](https://automatorplugin.com/best-buddyboss-woocommerce-integration/) Connect subscriptions to community access and keep both in sync. This guide shows you how to auto-add members to BuddyBoss groups on signup, sync group membership with subscription status, build dunning workflows for failed payments, and reward loyalty with automated messages and coupons. It’s the full lifecycle from purchase to active community member. [**Top 10 Automation Hacks for BuddyBoss Sites**](https://automatorplugin.com/automation-hacks-for-buddyboss-sites/) If BuddyBoss powers your membership community, these ten automations will keep it thriving. Gamification with myCred and GamiPress, CRM tagging from community activity, email list building from group participation, and member engagement workflows that reward the behaviors that matter most. [**Gravity Forms BuddyBoss Integration: A Comprehensive Guide**](https://automatorplugin.com/gravity-forms-buddyboss-integration-a-comprehensive-guide/) Gate community access behind a paywall, create custom registration forms for groups, automate forum subscriptions based on form submissions, and monetize BuddyBoss groups through Gravity Forms. Turn your community from a free perk into a revenue-generating asset. ### **Retention, Renewals & Churn Prevention** Automations that protect your recurring revenue and keep members from leaving. [**6+ Automated Membership Retention Strategies to Keep Members Coming Back**](https://automatorplugin.com/automated-wordpress-membership-retention-strategies/) The definitive retention playbook for WordPress membership sites. Automated onboarding sequences, engagement campaigns, loyalty programs, proactive churn prevention workflows, feedback collection, and multi-channel win-back campaigns. Every strategy is built with Automator so it runs without adding a single item to your to-do list. [**How to Automate Birthday and Anniversary Offers**](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) Birthday emails generate 179% more clicks and 342% more revenue than standard marketing messages. Learn how to track member milestones and automatically deliver personalized coupons, loyalty points, or tier upgrades on exactly the right day, turning a routine date into a retention event. [**Make the Most of Your WordPress Membership Plugin with Automator**](https://automatorplugin.com/make-the-most-of-your-wordpress-membership-plugin-with-automator/) Four hands-on automations for membership sites: free trial conversion sequences with WooCommerce Subscriptions, member data logging with Ultimate Member and Google Sheets, webinar enrollment with LearnDash and Zoom, and real-time member notifications with Restrict Content Pro and Slack. ### **Subscription Management & Revenue Operations** Automations that handle the billing, access, and data side of running a subscription business. [**8 Smart Ways to Automate EDD and Reclaim Your Time**](https://automatorplugin.com/8-ways-to-automate-edd/) Running a digital subscription business with Easy Digital Downloads? These eight automations cover the full subscription management workflow. Save hours every week on the operations that keep your subscription revenue flowing. [**7+ Proven Drip Automations That Will 3X Your Revenue**](https://automatorplugin.com/7-proven-drip-automations/) Your email campaigns are only as good as the data behind them. This guide covers automated email marketing workflows for subscription businesses: welcome sequences, CRM sync and behavioral tagging, re-engagement campaigns for inactive subscribers, and list hygiene automations that keep your deliverability healthy and your segments accurate. [**Create Social Proof Notifications & Build Trust With the Dynamic Content Addon**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) Prospective members want to know your community is active before they commit to a subscription. Automated social proof notifications display real-time signup, purchase, and engagement activity on your site. Capitalize on “FOMO” and show visitors that people are joining and participating. ### **Everything else** Not sure what to automate next? Here at Uncanny Automator, we developed the **R.I.C.H. Framework** to help businesses like yours identify opportunities for automation. The concept is pretty simple. Any task that satisfies one or more these criteria is ready to be automated: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of records (customers, products, etc.). - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Here’s a freebie to help you: [**Preview and use the R.I.C.H. Framework template**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview). ## **Pro tips for automating your WordPress membership site** We’re sure you’re eager to start automating your WordPress membership site. But before you go too far, here are seven hard-learned lessons to make the transition from manual workload to automated workflow as smooth as possible. **1. Don’t forget about revoking access** Most membership sites begin with automating access to membership tiers and content. However, few remember to automate the reverse process. Revoking access needs to happen as smoothly as granting it for cancellations and expirations. An ex-member still sitting in your premium BuddyBoss group or reading your paywalled content degrades the value of your subscriptions. **2. Build dunning before you need it** Failed payments are the number one cause of involuntary churn—and they’re almost entirely preventable. Set up automated payment retry reminders via email, SMS, or even WhatsApp before failed payments start causing cashflow crunches. By the time you realize you need dunning, you’ve already lost revenue you could have saved. **3. Deliver first-value within minutes, not days** Members who don’t experience value in their first week are significantly more likely to cancel within 90 days. Don’t send them to a generic dashboard. Automate immediate access to your highest-value content, a quick-start orientation, and a direct link to the most active part of your community. Make the first five minutes feel like the subscription was worth it. **4. Use engagement data to predict churn before it happens** Login frequency, content consumption, community participation—these are leading indicators. Tag members as “at-risk” when engagement drops below a threshold and trigger a re-engagement sequence automatically. Don’t wait for the cancellation to arrive. By then, the decision was made weeks ago. **5. Separate transactional notifications from marketing emails** Renewal confirmations, payment receipts, and access updates should come from your site. Promotional campaigns, new content announcements, and milestone celebrations should come from your email platform. Mixing them kills deliverability and annoys members who want the receipt but not the upsell. **6. Gate your best content, not all your content** Give non-members enough free content to demonstrate value, then use Automator’s Restrict Content Addon to gate the premium material. The conversion from free reader to paying member is significantly easier than the conversion from complete stranger to paying member. Let your content do the selling. **7. Log everything to Google Sheets, Airtable, or your CRM** Signups, cancellations, failed payments, tier changes, engagement milestones—log them all. When you need to calculate churn rate, identify your highest-value acquisition channel, or report to stakeholders, the data is already there. Searchable, shareable, and independent of any single plugin’s dashboard. ## **Final steps: Work less. Retain more.** Every membership site reaches a point where the manual work of managing members starts competing with the creative work of serving them. Onboarding emails that should have gone out yesterday. Community engagement that’s declining because nobody has time to nurture it. Revenue leaking through failed payments that nobody noticed. Automation solves those problems and gives you the power to do a lot more to get and retain the members you value. And unlike a one-time efficiency gain, every automation you build compounds. The onboarding sequence you set up today will welcome every future member. The dunning workflow will recover failed payments for as long as you run subscriptions. The engagement automations will celebrate milestones, reward participation, and re-engage at-risk members—continuously, for every member, without your involvement. Start with the one workflow that’s costing you the most members or the most time right now. Build it. Let it run. Then build the next one. That’s how a membership site stops being a second job and starts being a business that runs itself. [**Get started with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently asked questions about WordPress membership automation** **What is WordPress membership automation?** WordPress membership automation uses tools like Uncanny Automator to connect your membership plugin, payment processor, community platform, and external apps so that member management tasks happen automatically. Instead of managing every touchpoint manually, automation handles the repetitive work so you can focus on creating value for your members. **What’s the best WordPress membership automation plugin?** Uncanny Automator stands out for membership automation because it integrates with more membership plugins than any other WordPress automation tool. Additionally, Automator has a depth of integration that most other tools don’t offer, with more triggers and actions and features for data synchronization. With no per-automation fees, it’s also the most cost-effective. **Can I automate MemberPress with Uncanny Automator?** Yes. Automator has deep MemberPress integration with triggers and actions for membership signup, renewal, cancellation, expiry, coupon redemption, payment failure, and more. You can automate granting access, CRM sync, community group placement, and win-back campaigns, and more. **Can I automate WooCommerce Subscriptions with Uncanny Automator?** Yes. Automator supports WooCommerce Subscriptions as well as WooCommerce Memberships. With a depth of integration that covers triggers and actions for subscription creation, renewal, cancellation, expiry, status changes, and failed payments, you can build flexible workflows for every stage of the member journey. **How do I automate failed payment recovery for WordPress memberships?** Uncanny Automator has failed payment triggers for all of the most popular WordPress membership plugins and payment platforms. From there, you can either tag a customer in your email platform such as Mailchimp or use Automator’s native Emails integration to launch dunning sequences. **Can I connect BuddyBoss to my membership plugin?** Yes. Automator connects BuddyBoss to MemberPress, WooCommerce Memberships, WooCommerce Subscriptions, EDD, Restrict Content Pro, and more. You can auto-add members to BuddyBoss groups based on their membership level upon payment. You can further customize group engagement access based on engagement and milestones. **Is membership automation worth it for small sites?** Absolutely. Solo membership site owners and small content creators benefit the most because they handle signups, onboarding, content delivery, community management, and billing, all on their own. Even simple automations—like granting access on signup, creating drip campaigns, and dunning sequences—can save hours every week and prevent the silent revenue leaks that kill small subscription businesses. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [The Complete Guide to WordPress Customer Support Automation — From First Ticket to Lifelong Customer](https://automatorplugin.com/complete-guide-to-wordpress-customer-support-automation/) **Published:** March 27, 2026 **Author:** Brendan Da Costa **Content:** *Enhance your customer support automation in WordPress—from ticket routing and AI triage to knowledge base building and CRM sync—with Uncanny Automator. No code required.* **TLDR? Get the highlights:** **WordPress support automation** connects your helpdesk, knowledge base, CRM, and team communication tools so that ticket routing, triage, follow-up, and documentation happen without manual intervention. This guide covers automation across the customer support lifecycle (receive → triage → resolve → follow up → prevent), Automator’s support integrations, ready-to-use recipes, and where to start. - **AI-powered triage:** automatic ticket categorization, priority assignment, sentiment analysis, and draft response suggestions. - **Ticket routing & notifications:** multi-channel alerts via Slack, Microsoft Teams, Discord, Slack and more with condition-based escalation workflows. - **Knowledge base automation:** AI-generated articles from resolved tickets, content quality monitoring, and self-service deflection with Heroic Knowledge Base. - **Integration highlights:** Help Scout, Fluent Support, Heroic Knowledge Base, 18+ form plugins, CRMs, project management tools, and 253 total integrations. [**Start automating your WordPress support >>>**](https://automatorplugin.com/pricing) ## **Introduction: WordPress customer support automations that help you “Work Less. Resolve More.”** Every WordPress business—whether it’s a WooCommerce store, a membership site, an LMS, or a content platform—eventually hits the same wall: customer support. It starts small. A few emails a day. A contact form here, a “where do I find…?” question there. Manageable. Simple, even. Then the business grows. And the support volume grows faster. Suddenly you’re triaging tickets at 7 AM, drafting the same answer to the same question for the fifth time this week, manually tagging contacts in your CRM after every resolution, and hoping you didn’t forget to follow up with the customer who escalated yesterday. You didn’t build your business to run a helpdesk. Yet, you seem to be chained to one. WordPress support automation breaks the chain. - Every new ticket is instantly routed to the right person and the right channel—Slack, Microsoft Teams, or Discord—before an agent opens their queue. - AI triages incoming tickets: categorizing, prioritizing, running sentiment analysis, and drafting response suggestions so your team starts with context, not a blank screen. - CRM records update automatically with every ticket event—creation, escalation, resolution—so sales and success always have the full picture. - Post-resolution surveys, review requests, and follow-up emails fire on their own. - Resolved tickets become knowledge base articles that prevent the same question from ever being asked again. Uncanny Automator—a no-code automation and AI plugin for WordPress—connects Help Scout, Fluent Support, and Heroic Knowledge Base to your CRM, your project management tools, your communication channels, and 253 other integrations. It turns your support operation into a system that routes, notifies, resolves, and learns—without you managing every step. Whether you’re running an eCommerce store, a membership site, a learning platform, or any other WordPress business, support automation is the layer that keeps your customers happy while you focus on the work that grows your business. That’s what “Work Less. Resolve More.” looks like. Now let’s build it. ## **WordPress support automation: capping the support tax** Every WordPress business pays a support tax—the hours consumed by ticket management, response drafting, CRM updates, escalation, and follow-up. And that tax is proportional to the business. More customers means more tickets. More products means more questions. More complexity means more edge cases. Most businesses respond to growing support volume in one of two ways: hire more people (expensive) or accept slower response times (dangerous). Both options treat the symptom. Neither addresses the cause. Automation offers a third option: **handle more tickets with the same team by eliminating the manual work that surrounds every single resolution.** Automation can: - route tickets to the right member of your team, - auto-generate an AI summary of the issue along with a draft resolution, - update your CRM to keep detailed customer records, - send follow-up surveys, and - turn frequently asked questions into knowledge base articles. Your team handles the resolution. Automation handles everything else. ### **The Support Lifecycle: automation at every stage** Customer support requests follow a natural lifecycle: **Request → Triage → Resolution → Follow-Up → Prevention** Each of those stages of the customer support lifecycle has manual work that automation can either eliminate altogether or greatly enhance. Here’s what that looks like with Uncanny Automator. #### **Request** A customer submits a contact form, sends an email, or opens a ticket in Help Scout or Fluent Support. In the same moment, Automator creates or updates a CRM contact, tags them by ticket category or product, and notifies the appropriate team channel in Slack, Microsoft Teams, or your preferred platform. Every ticket is acknowledged and routed before an agent opens their queue. Nearly every support workflow begins with a form submission—Gravity Forms, WPForms, Fluent Forms, Formidable, Forminator, etc. The data captured in the form—product, issue type, order number, membership tier—feeds directly into triage and routing logic. The smarter your intake form, the smarter your automation. #### **Triage** Before a human touches the ticket, AI does the first pass. Automator can route ticket content to OpenAI, Claude, Gemini, or your preferred AI platform. From there, AI analyzes the message, suggests a priority level, and runs sentiment analysis to flag frustrated or angry customers for immediate attention. Tickets involving billing, account access, or repeat complaints can be auto-escalated to senior agents or dedicated channels. Your team opens their queue to find tickets pre-sorted, pre-categorized, and ready for resolution—not a wall of undifferentiated messages waiting for someone to read each one. #### **Resolve** When a ticket needs a response, AI generates a draft based on the ticket content, your knowledge base, and your team’s tone. Your agent reviews, edits, and sends—cutting response time without sacrificing quality or the personal touch your customers expect. For tickets that meet specific criteria—VIP customer, billing issue, repeated complaint, negative sentiment—Automator triggers escalation workflows automatically. Reassign to a senior agent, notify a manager on Slack, create a follow-up task in ClickUp or Asana, send an internal email. Escalation paths fire based on conditions you define, not conditions you remember to check. #### **Follow up** After resolution, Automator triggers a satisfaction survey, a review request, or a follow-up check-in email. Resolution data logs to Google Sheets or Airtable for quality tracking. CRM records update with ticket status, category, and outcome so your sales and success teams have full visibility into support activity without checking the helpdesk. Every resolved ticket becomes a data point that helps your team improve over time. #### **Prevent** The best support ticket is the one that never gets submitted. When your team answers the same question for the third time, stop repeating yourself. Automator can use AI to expand your agent’s response into a polished Heroic Knowledge Base article draft, then create a review task in ClickUp or Asana for your content team to finalize and publish. Every repeated question becomes a self-service resource. When an existing knowledge base article receives a low rating or negative feedback, Automator flags it for revision. You can then trigger a notification to your content team, create a task, or send the article to AI for rewriting. Your knowledge base stays accurate because outdated content gets caught and fixed automatically.**This is the support flywheel.** Every resolution that becomes an article reduces future ticket volume. Over months, the flywheel compounds: fewer repetitive tickets, shorter queues, more time for the complex issues that actually need a human. ## **Your support automation toolkit: integrations and capabilities** Whatever your WordPress business runs on—WooCommerce, MemberPress, LearnDash, BuddyBoss, Easy Digital Downloads—your customers need support. And that support workflow touches the same tools: a helpdesk, a CRM, a communication channel, a project management tool, and (ideally) a knowledge base. **Automator connects all of them.** ### What makes [Automator](https://www.automatorplugin.com/pricing) essential for customer support automation? Your helpdesk handles tickets. Your CRM handles customer profiles. Your team handles solutions. Automator connects them so they handle everything faster and smarter. #### **Features for faster, smarter support ticket resolution** - **AI-powered triage and response suggestions.** Route incoming tickets to OpenAI, Claude, Gemini or your preferred AI platform. Automatically categorize, prioritize, and analyze tickets with AI-enhanced workflows. Perform automated sentiment analyses and draft responses for your support team to get them from investigation to solution faster. - **Form-to-ticket intelligence.** Automator connects all of the most popular form-building plugins—Gravity Forms, WPForms, Formidable, etc.—to your helpdesk, CRM, and notification channels. The data captured in the form feeds directly into triage logic. A billing question from a VIP member routes differently than a general inquiry from a free user. - **Multi-channel team notifications.** Route ticket alerts to the right team in Slack. Assign tasks, set deadlines and priority status in ClickUp. Automatically, and synchronized across every platform your team uses. Nobody discovers a critical ticket by accident. - **CRM sync that gives every team context.** Tag customers in your CRM on every ticket event—creation, escalation, resolution. Your sales and success teams see support activity without logging into the helpdesk, so the next conversation with a customer is always informed. - **Escalation that runs on rules, not memory.** VIP customer? Billing issue? Third ticket in 30 days? Negative sentiment? Define the conditions and Automator handles the rest—reassign, notify, create a task, or all three. - **A knowledge base that builds itself.** When an agent resolves a frequently asked question or an interesting niche case, AI expands the response into a Heroic Knowledge Base article draft. A review task is created. The article is published and future customers find the answers themselves. As a result, ticket volume drops. - **Flat pricing, no per-ticket fees.** Handle 50 tickets a month or 5,000. Your automation costs remain the same—no per-automation fees to stand between you and your customers. #### **Customer Support platform integrations** ![](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg "help-scout-icon") **Help Scout** Triggers for new conversations, replies, tags, and status changes. Actions to create conversations, add tags, and update customer records. Connect Help Scout to your CRM, Slack, project management tools, and 253 other integrations—so every conversation drives a workflow, not just a reply. ![](https://automatorplugin.com/wp-content/uploads/2022/05/fluent-support-icon.svg "fluent-support-icon") **Fluent Support** A WordPress-native helpdesk with triggers for ticket creation, agent replies, ticket closure, and status changes. Connect tickets to CRM tagging, email sequences, Google Sheets logging, and team notifications—all without leaving your WordPress dashboard. ![](https://automatorplugin.com/wp-content/uploads/2023/12/heroic-knowledge-base-icon.svg "heroic-knowledge-base-icon") **Heroic Knowledge** Triggers for article ratings and feedback. Connect low-rated articles to revision workflows. Use AI to generate new articles from resolved tickets. Build the knowledge base that builds itself. ### **Get started with Uncanny Automator** There’s an automated future filled with all of the benefits that we’ve been talking about just a few short clicks away. But, just before we get into the details, let’s get you set up with Uncanny Automator. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Customer support automation recipes: workflows you can build today** These recipes show you what’s possible with Automator and your support stack. Each one is a complete workflow you can build in minutes—no code required. **Ticket notification + CRM tagging** When a Help Scout conversation is created, notify the #support channel on Slack and tag the customer in FluentCRM. *Requires: Help Scout | Slack | FluentCRM* **AI-powered sentiment analysis and triage** When a Fluent Support ticket is created, send the ticket content to OpenAI for sentiment analysis. Based on the AI response, assign priority and route to the appropriate team channel. *Requires: Fluent Support | OpenAI | Slack* **Form-based intake with intelligent routing** When a user submits a Gravity Forms support request, create a Fluent Support ticket, tag the customer in your CRM, and route high-priority tickets to a dedicated Slack channel. *Requires: Gravity Forms | Fluent Support | FluentCRM | Slack* **Billing escalation workflow** When a Help Scout conversation is tagged as “billing,” notify the sales or finance team on Slack and create a follow-up task in Asana. *Requires: Help Scout | Slack | Asana* **Post-resolution survey + logging** When a Fluent Support ticket is closed, send a satisfaction survey email to the customer and log the resolution details to Google Sheets. *Requires: Fluent Support | Emails | Google Sheets* **Ticket-to-knowledge-base article** When a Fluent Support agent responds to a ticket, use AI to generate a Heroic Knowledge Base article draft from the response. Create a review task in ClickUp for the content team. *Requires: Fluent Support | OpenAI | Heroic Knowledge Base | ClickUp* **Knowledge base quality monitoring** When a Heroic Knowledge Base article receives a low rating, create a revision task in ClickUp and notify the content team on Slack. *Requires: Heroic Knowledge Base | ClickUp | Slack* **AI-generated response suggestions** When a Help Scout conversation is created, send the ticket content and relevant knowledge base context to Claude to generate a draft response. *Requires: Help Scout | Anthropic (Claude) | Emails* ### **Everything else** Not sure what to automate next? Here at Uncanny Automator, we developed the **R.I.C.H. Framework** to help businesses like yours identify opportunities for automation. The concept is pretty simple. Any task that satisfies one or more these criteria is ready to be automated: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of records (customers, products, etc.). - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Here’s a freebie to help you: [**Preview and use the R.I.C.H. Framework template**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview). ## **Pro tips for automating your WordPress support** Five lessons from support teams that automated the busywork—and the priorities they wish they’d set from the start. **1. Automate the triage before you automate the response.** It’s tempting to jump straight to AI-generated answers. But the highest-impact starting point is routing: making sure every ticket reaches the right person immediately. A correctly routed ticket with a human response beats an AI-drafted response sitting in the wrong queue. Get the routing right first, then layer in AI assistance. **2. Use form fields to pre-sort tickets before they hit the helpdesk.** Every dropdown, radio button, and conditional field on your support form is triage data. Product type, issue category, order number, membership tier—capture it in the form, and let Automator use it to route, tag, and prioritize automatically. The more specific your intake form, the smarter your automation. **3. Build the knowledge base from the tickets you’re already answering.** Don’t wait until you “have time” to write documentation. Every time your team writes a detailed response to a common question, that response is 80% of a knowledge base article. Use AI to polish it, create a review task, and publish. Six months of this and your self-service content will meaningfully reduce ticket volume and response times. **4. Log everything—especially the things you don’t report on yet.** Ticket volume, categories, response times, resolution rates, satisfaction scores—log them all to Google Sheets. You may not need the data today. But when someone asks “what are our most common support issues?” or “how has our response time changed since we added automation?” you’ll have the answer without building a report from scratch. **5. Connect support to your CRM so sales always has context.** Customer support is a big part of customer relationships. Automate CRM updates on every ticket event—creation, escalation, resolution—so your sales and success teams always know the full picture when they are interacting with customers or building the next campaign. ## **Final steps: Work less. Resolve more.** Support automation isn’t about replacing your team. It’s about protecting their time for the work that actually requires a human—empathy, judgment, creative problem-solving—by eliminating everything that doesn’t. Ticket routing doesn’t require a human. CRM updates don’t require a human. Satisfaction surveys don’t require a human. First-draft responses don’t require a human. And turning a frequently answered question into a knowledge base article certainly doesn’t require starting from a blank page. Every workflow you build compounds. The triage automation handles every future ticket. The knowledge base article prevents every future instance of that question. The CRM sync informs every future sales conversation. The support flywheel gets stronger the longer it runs. No matter what your WordPress business does—sells products, manages memberships, delivers courses, hosts events, publishes content—the support layer is what keeps your customers loyal after the transaction, the enrollment, or the signup. Start with the one workflow that’s costing your team the most time right now. Build it. Let it run. Then build the next one. That’s how you unchain yourself and your team from the helpdesk. [**Get started with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently asked questions about WordPress customer support automation** **What is WordPress customer support automation?** WordPress support automation uses tools like Uncanny Automator to connect your helpdesk, knowledge base, CRM, and communication tools so that support tasks happen without manual intervention. When a ticket is created, it’s routed and categorized. When it’s resolved, a survey goes out and the CRM updates. When a question is asked repeatedly, a knowledge base article is drafted using AI. Instead of managing every step manually, automation handles the operational layer so your team can focus on solving problems. **What’s the best WordPress support automation plugin?** Uncanny Automator connects Help Scout, Fluent Support, and Heroic Knowledge Base to [253 total integrations](https://www.automatorplugin.com/integrations). CRMs, project management tools, communication platforms, AI services, and more, all working together to deliver solutions. With AI-powered triage, form-to-ticket intelligence, escalation workflows, and knowledge base automation, it covers the full support lifecycle. Flat annual pricing means no per-ticket or per-automation fees. **Can Automator work with Help Scout?** Yes. Automator integrates with Help Scout with triggers for new conversations, replies, tags, and status changes. It also has actions to create conversations, add tags, and update records. Connect Help Scout to Slack, your CRM, project management tools, and the rest of your WordPress stack. **Can Automator work with Fluent Support?** Yes. Fluent Support is a WordPress-native helpdesk, and Automator has deep integration with triggers for ticket creation, agent replies, ticket closure, and status changes. Connect tickets to CRM tagging, email sequences, Google Sheets or Airtable, AI triage, and team notifications—all from within WordPress. **Can AI help with customer support in WordPress?** Yes. With Automator’s AI integrations (OpenAI, Claude, Gemini, and others), you can automatically run sentiment analyses, assign priority levels, and generate draft responses for your agents to review. AI handles the first pass; your team handles the final touch. **How do I automate a knowledge base in WordPress?** Automator connects Fluent Support and Help Scout to Heroic Knowledge Base and your AI integrations. When an agent resolves a frequently asked question or an interesting niche case, AI can expand the response into a knowledge base article draft. Automator then creates a review task in ClickUp or Asana for your content team. When an existing article receives a low rating, Automator flags it for revision. Over time, your knowledge base grows from the tickets you’re already answering. **Can I automate support ticket routing based on form submissions?** Yes. Automator connects all of the most popular form-building plugins for WordPress to your helpdesk and routing logic. The data captured in the form (product, issue type, order number, membership tier) determines how the ticket is categorized, prioritized, and routed. **Is support automation worth it for small teams?** Small teams benefit the most from customer support automation. When you’re handling support solo or with one or two agents, every minute spent on manual routing, CRM updates, and repetitive answers is a minute not spent on resolution. Even simple automations—ticket notifications in Slack, CRM tagging on ticket creation, post-resolution surveys—save hours every week. And the knowledge base flywheel means your support workload decreases over time instead of growing with your customer base. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [The Complete Guide to WordPress Webinar & Event Automation — From Empty Seats to Standing Ovations](https://automatorplugin.com/complete-guide-to-wordpress-webinar-event-automation/) **Published:** March 20, 2026 **Author:** Brendan Da Costa **Content:** *WordPress webinar and event automation helps you go from planning and promotion to filled seats and standings ovations. Get no-code WordPress event automation.* **TLDR? Get the highlights:** **WordPress event automation** connects your event and webinar platforms to your WordPress site so that promotion, registration, reminders, and follow-up happen without manual workflows. **This guide covers the automation across the event lifecycle** (promote → register → remind → follow up → convert), Automator’s event integrations, and where to start for maximum impact. - **Promotion automations:** AI-generated social media posts, multi-channel distribution, and scheduled reminder campaigns. - **Registration automations:** one-click signup, criteria-based auto-registration, paid ticketing, and QR code generation. - **Follow-up & conversion automations:** attendance-based segmentation, replay distribution, course enrollment, membership upsells, and CRM sync. - **Integration highlights:** Zoom Meetings, Zoom Webinars, GoTo Webinar, GoTo Training, The Events Calendar, Events Manager, Modern Events Calendar, Amelia, and Google Calendar. [**Start automating your WordPress events >>>**](https://automatorplugin.com/pricing) ## **Introduction: WordPress event automations that help you “Work Less. Host More.”** You didn’t start hosting webinars and events because you love logistics. You started because you had something valuable to share—expertise, a product launch, a training program, a community experience. But somewhere between the first registration and the last follow-up email, the logistics took over. Building promotion campaigns across five social platforms. Manually registering attendees. Sending reminder emails (and hoping they don’t end up in spam). Uploading attendance data after the session. Chasing down no-shows with replay links. Trying to convert attendees into customers before the momentum fades. The event itself? Relegated to the bottom of your to-do list. **WordPress event automation takes the logistics off your plate** so you can focus on what actually matters: delivering events worth attending. - New events are promoted across Facebook, Instagram, X, LinkedIn, and email the moment you hit “Publish”—enhanced with AI-generated, platform-specific copy. - Attendees register with a single click, a form submission, or automatically based on criteria like membership level or course completion. - Reminder sequences go out via email, WhatsApp, and Google Calendar sync—so no one “forgets.” - Post-event follow-up fires immediately: replays to no-shows, next steps to attendees, and conversion offers to everyone. - Registrations, attendance, and engagement data flow to your CRM and Google Sheets without a single CSV export or manual update. **Uncanny Automator**—a no-code AI and automation plugin for WordPress—connects Zoom, GoTo Webinar, The Events Calendar, and all of your plugin and app integrations into workflows that handle everything around the event so you can focus on everything inside it. That’s what “Work Less. Host More.” looks like: more webinars, more workshops, more sessions—without more admin hours. This guide shows you how to build it. ## **WordPress event automation: escaping the logistics trap** Here’s a question worth asking: how much of your event workload is actually about the event? A typical webinar takes 60 minutes to deliver. But the work around it—creating the registration page, promoting across social channels, building the reminder sequence, processing registrations, syncing with the CRM, sending the follow-up, segmenting attendees from no-shows, distributing the replay, and nurturing leads toward a conversion—takes 10 to 15 hours. And with recurring events, that workload multiplies…quickly. The logistics-to-content ratio is inverted. Most of the effort has nothing to do with the event itself.**WordPress event automation fixes that ratio.** Every manual step around the event—from the first promotional post to the last follow-up email—becomes a workflow that runs itself. You plan the event. You deliver the event. Automator handles everything in between. ### **The Event Lifecycle: automation at every stage** Events follow a natural lifecycle, and every stage has logistics that automation can handle. Here’s what that looks like with Uncanny Automator. #### **Promote** When a new event is created or published on your WordPress site, Automator triggers promotional posts to Facebook, Instagram, X, LinkedIn, Bluesky, and your email list—each with platform-specific copy generated by AI. Schedule reminder campaigns at intervals leading up to the event to build anticipation and keep your audience committed. The promotion starts the moment you hit “Publish” and runs itself from there. #### **Register** Remove every unnecessary step between “interested” and “registered.” Magic Button lets logged-in users register for a Zoom webinar or Events Calendar event with a single click—no form required. Embed a registration link in an email that auto-registers anyone who clicks. Or auto-register users who meet specific criteria: purchased a product, completed a course, hold a certain membership level, or carry specific user meta. For paid events, connect WooCommerce or Stripe so that purchasing a ticket automatically registers the buyer for the session. #### **Remind** Registration is only half the battle.Without timely reminders, no-show rates climb and all that promotional effort goes to waste. Automator sends reminder emails, WhatsApp messages, or SMS notifications at intervals before your event—1 week, 1 day, 1 hour. Personalize by event type, registration source, or user role. Built-in delays space each message so reminders feel helpful, not nagging. And when a user registers, Automator can automatically create a Google Calendar event so your webinar appears on their calendar without any extra steps. #### **Follow up** The real ROI of a webinar or event happens after the session ends. But most organizers drop the ball—they send one generic email and move on. Leads go cold. Momentum dies. Automator makes sure every registrant gets the right follow-up at the right time. Trigger post-event emails with recordings, slides, resource links, and next-step offers. Use built-in delays to space follow-ups over days or weeks. Most importantly, segment your follow-up by attendance. For events managed through The Events Calendar—the only Automator integration with native attendance tracking—trigger different workflows based on who actually showed up. Attendees get a thank-you and next steps. No-shows get a replay link and a re-engagement offer. For Zoom and GoTo events, export your attendance report and upload it to Automator via CSV. Automator processes the data, tags attendees and no-shows in your CRM, and triggers segmented follow-up sequences—all in one click. #### **Convert** The event ends. The funnel begins. When an attendee completes a webinar, auto-enroll them in a follow-up LearnDash course, grant MemberPress membership access, or unlock premium content with Automator’s Restrict Content Addon. Trigger targeted upsell emails with direct checkout links and dynamic coupon codes. Invite engaged attendees into referral or affiliate programs. Every event becomes a conversion opportunity—not just a content delivery moment. ## **Your event automation toolkit: integrations and capabilities** Automator connects the nine most popular event and webinar platforms to your entire WordPress stack—CRMs, email platforms, ecommerce tools, LMS plugins, community platforms, and 253 more integrations. Here’s what you can connect. ![](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg "zoom-icon") **Zoom Meetings & Webinars** Register users for Zoom meetings from any WordPress trigger—form submissions, purchases, membership signups, or Magic Button clicks. Connect Zoom registration events to CRM tagging, email sequences, and course enrollments. ![](https://automatorplugin.com/wp-content/uploads/2020/06/gototraining-icon.svg "gototraining-icon") **GoTo Webinar & Training** Auto-register users for GoTo Webinar sessions from WordPress triggers. Connect registration events to CRM tagging, email sequences, community groups, and more. ![](https://automatorplugin.com/wp-content/uploads/2022/05/google-calendar-icon.svg "google-calendar-icon") **Google Calendar** Create calendar events automatically from any WordPress trigger. Sync webinar schedules, event dates, and booking confirmations so your team and your attendees always know what’s next. ![](https://automatorplugin.com/wp-content/uploads/2021/05/modern-events-calendar-icon-1.svg "modern-events-calendar-icon") **Modern Events Calendar** Trigger on event registrations and booking confirmations. Connect to Zoom, Google Calendar, your CRM, and email platforms for coordinated event workflows. ![](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg "the-events-calendar-icon") **The Events Calendar** The most popular WordPress event plugin, running on 800,000+ sites. Trigger automations on event registration and attendance. Build workflows that respond to who actually showed up, not just who registered. ![](https://automatorplugin.com/wp-content/uploads/2020/09/events-manager-icon.svg "events-manager-icon") **Events Manager** Automate registration, unregistration, and booking status workflows. Connect event activity to mailing lists, community groups, and CRM platforms. ![](https://automatorplugin.com/wp-content/uploads/2022/02/amelia-icon.svg "amelia-icon") **Amelia** Automate appointment and booking workflows for service-based businesses. Trigger on new bookings, cancellations, and rescheduling. Connect appointment events to your CRM, payment platform, and team communication tools. ## What makes [Automator](https://www.automatorplugin.com/pricing) essential for event automation? Plenty of tools can send a reminder email. Here’s what sets Automator apart for the full event workflow. - **One-click and zero-form registration.** Automator’s Magic Button lets logged-in users register with a single click. Email links auto-register anyone who clicks. Every unnecessary step between “interested” and “registered” costs you signups—Automator removes them. - **AI-powered event promotion.** Connect OpenAI, Claude, Gemini, or any of Automator’s AI integrations to generate platform-specific promotional copy when a new event is published. Write once, promote everywhere—or don’t write at all and let AI handle it. - **Attendance-based segmentation.** Different follow-up for attendees vs. no-shows. Native tracking with The Events Calendar; CSV upload processing for Zoom and GoTo. The right message to the right people based on what they actually did. - **QR code generation for in-person events.** Generate unique, branded QR codes in confirmation emails. Attendees scan at the door for frictionless check-in that syncs to your WordPress site and integrations—no printed lists, no manual name-checking. - **Flat pricing with no per-event fees.** Run one event or one hundred. Automator’s flat annual fee doesn’t change—no per-registration, per-automation, or per-event charges. The more events you host, the more you save. - **253 integrations beyond events.** CRMs like HubSpot, ActiveCampaign, and FluentCRM. Email platforms like Mailchimp and Brevo. Ecommerce tools like WooCommerce and EDD. LMS plugins like LearnDash and Tutor LMS. Community platforms like BuddyBoss and Discord. Whatever your event connects to, Automator connects to it. ### **Get started with Uncanny Automator** There’s an automated future filled with all of the benefits that we’ve been talking about just a few short clicks away. But, just before we get into the details, let’s get you set up with Uncanny Automator. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Where to start: guides and tutorials for automating your events** These guides walk you through specific event automation workflows step by step. They’re arranged in a natural flow—starting with the tools you need to sell and promote events, then moving through the post-event workflows that convert attendees into customers. [**Host Webinars Like a Pro with Zoom & WooCommerce**](https://automatorplugin.com/host-webinars-like-a-pro-with-zoom-woocommerce/) Sell tickets to your webinars through WooCommerce, automatically register buyers for Zoom sessions, and even sell recorded webinars as downloadable products afterward. This guide covers the complete workflow from ticket sale to webinar access—and the revenue model that keeps your events profitable. [**How to Automate Social Media Marketing in WordPress**](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) When you publish a new event, workshop, or webinar, automation can push promotional posts to Facebook, Instagram, X, LinkedIn, and more—with AI-generated captions tailored to each platform. This guide covers the full social media automation workflow, directly applicable to event promotion. [**How to Use AI Writing Tools in WordPress: Generate Blog Posts, Images, and Social Content Automatically**](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) AI isn’t just for blog posts. Use OpenAI, Claude, or your preferred AI platform with Automator to generate promotional copy, email follow-up sequences, social captions, and even featured images for your events—all triggered automatically from your WordPress dashboard. [**How to Create QR Codes With Automator for Seamless Event Experiences**](https://automatorplugin.com/automator-the-1-qr-code-generator-for-wordpress/) Generate unique, branded codes for event tickets, networking profiles, session materials, and speaker feedback forms. This guide covers Automator’s QR code integration with practical event use cases—from conferences to intimate workshops. [**How to Create Social Proof Notifications That Build Trust**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) Show prospective registrants that your events are filling up. Automated social proof notifications display real-time registration activity on your site—every new signup becomes visible encouragement for the next one. Social proof is your digital equivalent of a lineup out the door. [**How to Automate New Customer and User Onboarding**](https://automatorplugin.com/automate-user-onboarding/) After your event converts an attendee into a customer or member, automation handles the transition. This guide covers the post-conversion workflow—CRM enrollment, welcome sequences, and first-value delivery—so your event’s momentum carries seamlessly into the next stage of the relationship. ### **Everything else** Not sure what to automate next? Here at Uncanny Automator, we developed the **R.I.C.H. Framework** to help businesses like yours identify opportunities for automation. The concept is pretty simple. Any task that satisfies one or more these criteria is ready to be automated: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of records (customers, products, etc.). - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Here’s a freebie to help you: [**Preview and use the R.I.C.H. Framework template**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview). ## **Pro tips for automating your WordPress events** Six lessons from event organizers who automated the logistics (and the mistakes they made along the way, so you don’t have to). **1. Build the follow-up before you build the event.** Most organizers spend all their energy on promotion and delivery, then scramble to create follow-up content after the session ends. Flip it. Build your post-event email sequence, replay distribution workflow, and conversion offers before the event goes live. When the session ends, everything fires automatically while the momentum is still fresh. **2. Segment attendees from no-shows—always.** A generic “thanks for joining” email to someone who didn’t show up is worse than no email at all. Use The Events Calendar’s native attendance tracking or Zoom/GoTo CSV uploads to segment your follow-up. Attendees get next steps and a conversion offer. No-shows get the replay and a reason to register for the next one. **3. Use one-click registration to eliminate friction.** Every form field you add to your registration flow costs you signups. For logged-in users, Automator’s Magic Button removes the form entirely—one click and they’re in. For email campaigns, embed a registration link that auto-registers anyone who clicks it. The fewer steps between “interested” and “registered,” the more seats you fill. **4. Automate your Google Calendar sync.** “I forgot” is the most common reason for no-shows. When a user registers, automatically add them to a Google Calendar event, complete with session details, join link, and any preparation materials. It’s one action in your Automator recipe and it can meaningfully reduce your no-show rate. **5. Don’t stop at one follow-up email.** Most event organizers send a single post-event email and move on. Build a 3–5 email sequence instead: immediate replay and thank you, day 2 key takeaways and resources, day 5 a related offer or next event invitation, day 14 a feedback survey. Use Automator’s built-in delays to space them. The event is a moment. The follow-up sequence is the funnel. **6. Log registrations and attendance to Google Sheets.** When someone asks “how many people registered versus attended last quarter?” you want the answer in seconds. Log registration events and attendance data to a running Google Sheets or Airtable log—searchable, shareable, and independent of any single platform’s dashboard or export tool. ## **Final steps: Work less. Host more.** The logistics-to-content ratio doesn’t have to stay inverted. Automation doesn’t make your events better—only you can do that. But it eliminates the 10+ hours of logistics around each one: the promotion, the registration management, the reminder sequences, the post-event follow-up, the attendance tracking, and the CRM updates that currently eat your calendar. Every workflow you build runs for every future event. The promotional sequence you set up today fires the next time you publish an event. The reminder workflow reduces no-shows for every session. The follow-up sequence converts attendees into customers long after the webinar ends. Start with the one workflow that’s costing you the most time or the most empty seats right now. Build it. Let it run. Then build the next one. That’s how you go from empty seats to standing ovations—without working any harder. [**Get started with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently asked questions about WordPress event automation** **What is WordPress event automation?** WordPress event automation uses tools like **Uncanny Automator** to connect your event and webinar platforms to your WordPress site so that tasks like promotion, registration, reminders, and follow-up happen without manual intervention. When a new event is published, it’s promoted across social media. When someone registers, they’re tagged in your CRM and enrolled in a reminder sequence. When the event ends, segmented follow-up emails fire based on attendance. Instead of managing each step manually, automation handles the logistics so you can focus on delivering the event. **What’s the best WordPress event automation plugin?** **Uncanny Automator** is purpose-built for WordPress event automation, connecting the most popular event and webinar platforms—Zoom Meetings and Webinars, GoTo Webinar and Training, The Events Calendar, Events Manager, Modern Events Calendar, Amelia, and Google Calendar—to 253 other WordPress plugins and apps. With AI-powered promotion capabilities, features like one-click registration and QR code generation, and no per-automation fees, it covers the full event lifecycle from promotion to post-event conversion. **Can I automate Zoom webinar registration from WordPress?** Yes. Automator can register users for Zoom webinars from any WordPress trigger—a form submission, a WooCommerce purchase, a membership signup, a Magic Button click, or any other event on your site. Registration data syncs automatically, and you can trigger confirmation emails, CRM tags, and reminder sequences from the same recipe. **Can I automate GoTo Webinar registration from WordPress?** Yes. Automator integrates with GoTo Webinar and GoTo Training to auto-register users from WordPress triggers. Connect registrations to your CRM, email platform, community groups, and more—all from a single recipe. **Can Automator track webinar attendance?** The Events Calendar is the only Automator integration with native attendance tracking—meaning you can trigger different workflows based on who actually showed up versus who only registered. For Zoom and GoTo events, you can export attendance data from those platforms and upload it to Automator via CSV. Automator then processes the data, tags attendees and no-shows in your CRM, and triggers segmented follow-up sequences. **Can I sell event tickets and automate registration?** Yes. When a user completes a WooCommerce order, Stripe, or PayPal payment that includes an event ticket, Automator can automatically register them for the associated Zoom webinar, GoTo session, or Events Calendar event. Every paying customer gets access the moment they pay—no manual list management required. **How do I automate post-event follow-up?** Build an Automator recipe triggered by event completion or registration (depending on your platform). Add actions to send follow-up emails with recordings, slides, and next-step offers. Use delays to space follow-ups over days or weeks. For segmented follow-up, use The Events Calendar’s attendance tracking or CSV upload for Zoom/GoTo to send different messages to attendees versus no-shows. **Can I automate event promotion on social media?** Yes. When a new event is published on your WordPress site, Automator can trigger promotional posts to Facebook, Instagram, X, LinkedIn, Bluesky, and more. Connect an AI integration like OpenAI or Claude to auto-generate platform-specific captions from your event data. Schedule additional promotional posts at intervals before the event using Automator’s delay and scheduling features. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [The Complete Guide to WordPress eLearning Automation — From Enrollment to Alumni](https://automatorplugin.com/complete-guide-to-wordpress-elearning-automation/) **Published:** March 18, 2026 **Author:** Brendan Da Costa **Content:** *Uncanny Automator delivers WordPress eLearning automation for every stage of the learner lifecycle—from enrollment and adaptive learning paths to retention.* **TLDR? Get the highlights:** **WordPress eLearning automation** uses triggers, actions, and AI to connect your plugins and apps—from enrollment to alumni retention. **This guide covers** how eLearning automation works across the learner lifecycle, how to set up Uncanny Automator as the engine behind your LMS workflows, and where to start for maximum impact. - **Enrollment & onboarding automations:** purchase-triggered course access, welcome sequences, automatic group and membership enrollment. - **Learning & assessment automations:** adaptive learning paths, personalized content delivery, quiz-level workflows, remediation workflows, and AI-generated course materials. - **Certification & compliance automations:** auto-generated certificates, continuing education credits, and compliance renewal tracking. - **Engagement & retention automations:** gamification, community integration with BuddyBoss, multi-channel notifications via email/WhatsApp/Slack, re-enrollment campaigns, and learner feedback loops. - **Pro tips & frameworks:** start with enrollment, build the feedback loop early, and more tips to get you started on the right foot. [**Start automating your WordPress LMS >>>**](https://automatorplugin.com/pricing) ## **Introduction: WordPress eLearning automations that help you “Work Less. Teach More.”** Running an online learning platform was supposed to be about teaching. About sharing expertise, changing careers, building skills, transforming lives. So why does it feel like you spend more time on admin than on actual education? Quiz statistics sitting in the database that nobody has the time to analyze. Certificates that need to be generated and emailed one by one. Discussion forums that are ghost towns because students that post don’t get timely responses. A learning community that could be thriving—if only someone had the bandwidth to nurture it. You’re not alone. That’s the reality for thousands of WordPress LMS administrators, course creators, and training managers. **But WordPress eLearning automation changes that reality.** Instead of manually managing every learner touchpoint, automation handles the operational work so you can focus on building courses that actually change lives. Less admin. More teaching. Better outcomes. - New students are automatically enrolled, onboarded, and placed into the right groups and learning paths. - Drip course content and access to match each learner’s pace, skill level, and preferences. - Quiz results trigger the right next step—advancement, remediation, or instructor notification. - Certificates and credentials are generated, sold or awarded, and delivered without manual intervention. - Learner milestones are celebrated and important updates go out across email, WhatsApp, BuddyBoss, and social channels. - Re-enrollment campaigns, feedback surveys, and progress reports run on autopilot. That’s what eLearning automation delivers for you and your course enrollees. At the center of that solution is **Uncanny Automator**—a no-code automation and AI plugin for WordPress. Automator connects your LMS to your membership plugin, your community platform, your communication tools, your project management hub, your CRM, and 200+ other integrations, freeing you up to focus on building great courses. The rest of this guide shows you how to set it up. We’ll cover what eLearning automation actually is, what your LMS needs to support it, and the specific workflows that deliver the biggest impact—from enrollment to graduation and continued learning. ## **WordPress eLearning automation: what it actually does for your LMS** Picture a Tuesday morning on your learning platform—without automation. You open your LearnDash dashboard and see that three students failed the Module 2 quiz overnight. - You check each score, decide that two of them should retry after reviewing the material and one needs to be routed to supplementary content. - You manually reset quiz progress for two of them and enroll the third in the remediation course. - You send each student a different email: encouragement and a retry link for two, a redirect and explanation for the third. - You update your CRM, and notify the course instructor so they know to check in. And then… you notice a message from a student who completed the certification track last week and still hasn’t received their certificate because you forgot to generate it. Before you know it, it’s been a few hours—and you still haven’t even looked at the engagement metrics or the community forum. **Now picture the same morning with automation.** Overnight, Automator detected the three failed quizzes. - Two students automatically had their quizzes reset and received a personalized email with a retry link and a link to the relevant review material. - The third was enrolled in the remediation course and received a different message explaining the new path. - The instructor was notified in Slack with all three names, scores, and actions taken. - The student who completed the certification track received their certificate within seconds of finishing—along with a congratulations message in the BuddyBoss activity stream and an enrollment offer for the advanced course. All of that before you’ve even brewed your first cup of coffee—or gotten out of bed. You open your dashboard to a quiet morning. Not because nothing happened, but because everything was already handled. That’s the difference. Not a different outcome—the same outcome, delivered instantly, flawlessly, and without you touching it. For WordPress LMS sites, these workflows fall into two categories. - **Learner-facing automations** shape what your students experience—the instant enrollment, the adaptive learning path, the certificate in their inbox five seconds after they finish a course. - **Admin and operations automations** shape what you and your team experience—the CRM staying current, the compliance spreadsheet updating itself, the progress reports arriving without anyone pulling the data. Let’s look at both. ### **Learner-facing automation: the experience your students see** From the learner’s perspective, automation makes your LMS feel responsive, polished, and personal. They don’t see the triggers and actions running behind the scenes—they see a learning platform that just works. Registration triggers an instant welcome email with a “getting started guide” and a link to their first course. Completing a pretest auto-advances them past content they already know. A failed quiz enrolls them in a review module with a supportive message. Finishing a course generates a certificate and delivers it to their inbox within seconds. A milestone achievement posts a congratulatory message to the community activity stream. Every touchpoint feels intentional. Every response feels immediate. ### **Admin & operations automation: the work you never have to do again** Learner-facing automations create engaging and responsive student experiences. Admin automations keep you from drowning in the operational work behind it. Because a WordPress LMS typically spans multiple plugins—your LMS, your membership plugin, your CRM, your community platform, your reporting spreadsheets, etc.—the admin work spills across all of them. Enrollment management, group assignments, progress tracking, compliance monitoring, instructor notifications, feedback collection, payment reconciliation, and reporting. Automation connects those moving parts so that data flows between tools, notifications reach the right people, and workflows run themselves. The result: error-free operations, real-time insights, and an LMS you can manage without the busywork. ### **The learner lifecycle: automation at every stage** So how do learner-facing and admin automations fit together across your entire learning operation? To explain that, let’s outline the “learner lifecycle”—the stages every student passes through from first contact to long-term alumni engagement. Here’s what automation can do at each stage. #### **Enrollment + onboarding** A purchase in WooCommerce, MemberPress, or Easy Digital Downloads triggers instant course access—no manual enrollment required. Automated onboarding drip campaigns deliver key resources at crucial moments in response to actual progress. Learners are placed into the right groups, forums, and memberships based on registration information. The student’s journey starts without you lifting a finger. #### **Learning + course delivery** Adaptive learning paths let your LMS respond to actual learning activity. If a learner passes a pretest, automation auto-completes the lessons they’ve already mastered so they can skip ahead. If they struggle, automation enrolls them in supplementary material or notifies an instructor. Deliver personalized content with AI based on user roles or CRM tags, and extend learning beyond the LMS with integrated Zoom webinars and social platforms. AI can even generate lesson summaries and supplementary materials to support your curriculum. #### **Assessment + feedback** Quiz results trigger personalized learning paths. Pass? Advance to the next module. Fail? Reset progress, enroll in a review course, or notify the instructor for personal coaching. Pre- and post-test scores can be logged to Google Sheets for measuring knowledge transfer over time. AI integrations can generate quiz questions or produce instant feedback summaries. Automated follow-up assessments sent via your CRM 30 days after completion help measure long-term retention and real-world application. #### **Certification + compliance** Auto-generate and deliver LearnDash certificates the moment a learner completes a course, achieves a specific quiz score, or finishes a series of courses. For compliance-driven organizations: track certification expiry dates, trigger renewal reminders, reset course progress for annual recertification, and log completion records to Google Sheets or external HR systems. #### **Engagement + community** Learner engagement is the difference between a 30% and an 80% completion rate. Celebrate milestones in BuddyBoss activity streams. Award GamiPress or myCred points for course completions, forum participation, and group activity. Send WhatsApp notifications for new content, quiz results, and achievement unlocks. Gamification and community aren’t nice-to-haves—they’re the infrastructure of learner motivation. #### **Retention + growth** The lifecycle doesn’t end at graduation. Automated re-enrollment campaigns target learners with expired certifications. Post-course feedback surveys trigger on completion. Win-back sequences re-engage inactive students. The next course or membership tier is automatically upsold based on completion history. Invite graduates to become your biggest advocates as group leaders, affiliates, or community moderators. Insights from this stage feed directly back into enrollment—completing the lifecycle. ## **What you need to automate your WordPress LMS** A WordPress LMS is never just one plugin or app. It’s a stack. - You have your course delivery engine—LearnDash, Tutor LMS, MemberPress Courses, LearnPress, LifterLMS, MasterStudy LMS, Thrive Apprentice, etc. - You have your access control layer—MemberPress, WooCommerce, WPForms, Gravity Forms, WP Simple Pay—handling payments and, perhaps, memberships. - You have your engagement layer—BuddyBoss for community, GamiPress or myCred for gamification. - And you have your operational tools—CRMs for student data, Google Sheets for reporting, Zoom for live sessions, WhatsApp, and Slack for notifications, and Asana, ClickUp, or Notion for staying organized and productive. Each plugin does its job. The problem is they don’t know about each other. A student purchases a membership through your form plugin, but LearnDash doesn’t know it needs to enroll them. A learner completes a course in Tutor LMS, but BuddyBoss doesn’t know that it’s time to celebrate. A certification expires in your spreadsheet, but nobody gets notified. Uncanny Automator is the layer that makes your LMS stack work as one system. It’s an automation and AI plugin for WordPress with 200+ plugin and app integrations—and deeper LMS coverage than any other WordPress automation tool. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) ## What makes [Automator](https://www.automatorplugin.com/pricing) an essential WordPress eLearning tool? Most WordPress automation tools treat your LMS as an afterthought — a trigger here, an action there, but no real depth. Here’s what makes Automator different for eLearning specifically. - **Every plugin in your LMS stack, connected:** Tutor LMS course enrollment triggers BuddyBoss group admission. A perfect score on a LearnDash quiz gets a myCred badge. LifterLMS completions are synchronized with your CRM and logged in your Google Sheets or Airtable database. All MemberPress Course enrollees get automatically invited to a Zoom webinar. The question isn’t whether Automator supports your stack, but which workflow to build first. - **Flat pricing that doesn’t penalize growth:** When you’re running automations for 50 learners, the cost is manageable on any platform. When you’re running them for 5,000—enrollment confirmations, quiz routing, certificate delivery, progress logging, re-enrollment campaigns—per-automation or per-operation pricing becomes a tax on growth. Automator charges a flat annual fee regardless of how many learners, workflows, or actions you process. - **AI integrations for course creation:** Connect **OpenAI**, **Claude**, **Gemini**, and other AI platforms to auto-generate course outlines, draft lesson content, create quiz questions, and produce supplementary materials. - **User Loops for cohort management:** Bulk-enroll entire classes, reset progress for annual recertification, send course announcements to all enrolled learners, or bulk-generate certificates—all in a single action. User Loops turn hours of admin work into a single click. The result: an LMS where the only manual work left is the teaching itself. ### **Get started with Uncanny Automator** There’s an automated future filled with all of the benefits that we’ve been talking about just a few short clicks away. But, just before we get into the details, let’s get you set up with Uncanny Automator. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Where to start & the eLearning automations that give your learners the best experience** Automator is live on your WordPress site. Now the question is: which workflow do you build first? That depends on your LMS. If you’re using courses as a lead magnet, the enrollment pipeline is your starting point—making sure every enrollee is onboarded and nurtured. If you’re running a compliance training program, start with certification and renewal tracking. If your completion rates are low, start with the engagement layer—community notifications, gamification, and milestone celebrations. The automations below are organized by function, covering every stage of the learner lifecycle. Jump to whichever section matches your most urgent need. ### **Enrollment, Onboarding & Access Management** Automations that get learners into the right courses, groups, and learning paths—automatically. [**15 Ways to Automate Your LearnDas**](https://automatorplugin.com/15-ways-to-automate-your-learndash-site/)**[h](https://automatorplugin.com/15-ways-to-automate-your-learndash-site/)**[ **eLearning Site**](https://automatorplugin.com/15-ways-to-automate-your-learndash-site/) The definitive guide to LearnDash automation. Learn how to automate enrollment, personalize learning paths, celebrate milestones, boost engagement with community integrations, drive course sales with automated upsells, and improve retention with multi-channel re-engagement campaigns. If you run a LearnDash site, start here. [**How to Connect BuddyBoss to LearnDash (Step By Step)**](https://automatorplugin.com/how-to-connect-buddyboss-to-learndash/) Turn your eLearning site into a virtual campus. This step-by-step guide shows you how to connect course enrollment to BuddyBoss groups, celebrate completions in activity streams, send private messages based on learner progress, and build a community that keeps students coming back. [**How to Connect Tutor LMS to MemberPress with Uncanny Automator**](https://automatorplugin.com/connect-tutor-lms-to-memberpress-with-uncanny-automator/) Running a membership-based learning platform? This guide shows you how to register and unregister MemberPress members for Tutor LMS courses, restrict course access by membership tier, and automate enrollment workflows—so the right members always have access to the right courses. ### **Adaptive Learning & AI-Powered Course Creation** Automations that personalize the learning experience and use AI to accelerate course development. [**How to Deliver Adaptive Learning with a WordPress LMS**](https://automatorplugin.com/how-to-create-adaptive-learning-with-a-wordpress-lms/) Not every learner needs the same path. This guide shows you how to use pretests, quiz-based routing, and conditional logic to create personalized learning pathways that adapt to each student’s skill level. Auto-complete content for advanced learners, route struggling students to remedial materials, and deliver a truly individualized learning experience—all without manual intervention. [**Using OpenAI and ChatGPT Models with LearnDash**](https://automatorplugin.com/using-openai-and-chatgpt-models-with-learndash/) AI can be your most efficient teaching assistant. Learn how to use Automator and OpenAI to auto-generate course outlines from simple form submissions, draft lesson content, and build the foundation for AI-powered tutoring workflows. Standardize your course creation process and give educators more time to focus on what matters—teaching. [**How to Automate Spaced Repetition Learning in WordPress**](https://automatorplugin.com/how-to-automate-spaced-repetition-learning-in-wordpress/) Spaced repetition—resurfacing material at increasing intervals—is one of the most evidence-backed techniques for long-term retention. This guide shows you how to build automated review cycles in WordPress using Automator’s scheduling and conditional logic, so learners revisit key concepts at the optimal time without you managing the timeline manually. ### **Learner Engagement & Community** Automations that keep learners motivated, connected, and progressing through your courses. [**The Top Tutor LMS Automations to Easily Enhance eLearning Engagement**](https://automatorplugin.com/tutor-lms-automations-to-enhance-e-learning-engagement/) From automated course progression to BuddyBoss community integration and gamification, this guide covers the engagement automations that keep learners moving forward. Celebrate milestones, create accountability through study groups, and build the kind of learning environment that drives completion rates up. [**Top 10 Automation Hacks for BuddyBoss Sites**](https://automatorplugin.com/automation-hacks-for-buddyboss-sites/) Building a learning community? These ten automation hacks cover gamification with myCred and GamiPress, email list building from community activity, social group management, and member engagement workflows. If BuddyBoss powers your learning community, these automations will keep it thriving. [**How to Connect LearnDash to WhatsApp and 4+ eLearning Notification Tips**](https://automatorplugin.com/how-to-connect-learndash-to-whatsapp-and-4-elearning-notification-tips/) With 98% open rates, WhatsApp messages cut through the noise that email can’t. Learn how to send automated learner notifications for course reminders, quiz results, milestone celebrations, and new content announcements—all via WhatsApp. Extend your LMS beyond the browser and meet learners where they already are. ### **Membership Management & Course Sales** Automations that connect your LMS to your membership and ecommerce plugins for seamless access control and revenue growth. [**The Best WordPress Membership Plugins for Any Website**](https://automatorplugin.com/the-best-wordpress-membership-plugins-for-any-website/) Choosing the right membership plugin is one of the most important decisions for your learning platform. This comprehensive comparison covers MemberPress, LearnDash + BuddyBoss, WooCommerce Memberships, Restrict Content Pro, and more—with Automator integration context so you know exactly how each one fits into an automated eLearning ecosystem. [**6+ Automated Membership Retention Strategies to Keep Members Coming Back**](https://automatorplugin.com/automated-wordpress-membership-retention-strategies/) Member churn is the silent revenue killer for subscription-based learning platforms. This guide covers automated retention workflows: win-back campaigns for lapsed members, renewal reminders before expiry, engagement triggers for inactive learners, and feedback loops that help you understand why members leave—and what brings them back. ### **Reporting, Compliance & Certification** Automations that track learner progress, ensure compliance, and deliver credentials. [**The Ultimate Guide to Custom LearnDash Reporting**](https://automatorplugin.com/ultimate-guide-to-learndash-custom-reports/) LearnDash’s built-in reports tell you who completed what. Custom reporting tells you everything else—completion rates by cohort, average quiz scores over time, time-to-completion trends, and revenue per course. This guide walks you through building automated LearnDash reports using Automator, Google Sheets (or Airtable), and AI-powered analysis, so the data you need is always current and always accessible. [**How to Sell Certificates for WordPress eLearning Courses**](https://automatorplugin.com/how-to-sell-certificates-for-wordpress-elearning-courses/) Certificates aren’t just credentials—they can be revenue drivers. This guide shows you how to sell paid certificates for your WordPress courses, automating the full workflow from purchase to certificate generation and delivery. Whether you’re offering professional development credits, industry-recognized credentials, or premium completion badges, Automator handles the fulfillment so you can focus on the course content that earns them. [**How to Notify LearnDash Users About New Courses**](https://automatorplugin.com/how-to-notify-learndash-users-about-new-courses/) New course announcements shouldn’t mean manually emailing every student. This guide shows you how to use Automator’s Loops feature to broadcast new course notifications to all enrolled learners—or to specific groups, cohorts, or membership tiers—in a single action. Your digital PA system, ready when you are. [**How to Automate LearnPress: Beginner’s Guide**](https://automatorplugin.com/how-to-automate-learnpress/) New to LMS automation? This step-by-step guide covers the fundamentals: connecting enrollment forms to LearnPress, sending automated completion emails, integrating with BuddyBoss for community features, adding gamification with myCred and GamiPress, and logging learner data to Google Sheets for reporting. A great starting point for any LearnPress site. ### **Everything else** Not sure what to automate next? Here at Uncanny Automator, we developed the **R.I.C.H. Framework** to help businesses like yours identify opportunities for automation. The concept is pretty simple. Any task that satisfies one or more these criteria is ready to be automated: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of records (customers, products, etc.). - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Here’s a freebie to help you: [**Preview and use the R.I.C.H. Framework template**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview). ## **Pro tips for automating your WordPress LMS** Here are 7 lessons from the LMS administrators, course creators, and eLearning enthusiasts who’ve been automating for years. (And the mistakes they made along the way so you don’t have to.) **1. Map the learner journey before you build a single recipe** It’s tempting to start automating the moment you install Automator. Resist the urge. First, sketch the path from anonymous visitor → lead → first purchase → enrolled student → active learner → completer → alumni. Mark the moments where something needs to happen: enrollment confirmation, first-login nudge, quiz routing, certificate delivery, etc. You don’t need to automate all of them on day one—but seeing the full journey in one place helps you prioritize and build a more cohesive flow for your students. **2. Trigger notifications from learner progress, not from the calendar** Generic “Day 1 / Day 3 / Day 7” drip sequences treat every student the same—when we know every learner is different. Progress-based triggers are smarter and more effective. Send a welcome orientation email on enrollment, then a “first steps” reminder only if they haven’t logged in or completed a lesson after three days. Fire a motivational nudge when a student stalls mid-module, not on a fixed schedule. Deliver the completion email and next-step recommendation the moment they finish, not 48 hours later. LMS admins who switch from time-based to progress-based automations consistently report higher completion rates and fewer “where do I go next?” support tickets. **3. Use filters, delays, and conditions to avoid robot spam** This is the difference between an LMS that feels helpful and one that feels like it’s yelling at students. Add filters to every notification: only send the inactivity nudge if the learner is enrolled in course X, hasn’t completed lesson Y, and is a member of group Z. Use delays so actions don’t pile up. Use Automator’s filters and tokens to segment by cohort, membership tier, or engagement level so marketing emails stay relevant. The goal is fewer, smarter messages—not more noise. **4. Automate support deflection, not just student engagement** Most LMS admins think of automation as a student engagement tool. The ones running the largest platforms also use it as a support deflection tool. Auto-send onboarding guides, login instructions, and “how this platform works” videos the moment a student enrolls—before they have a chance to submit a “how do I access my course?” ticket. Link to your FAQ or knowledge base in every automated email. Set up proactive alerts when critical events occur—a failed payment, a broken enrollment, an integration error—so your team reaches out before students complain. The goal isn’t zero support tickets—it’s responsive support. **5. Turn your reporting into a push system** Most LMS admins check their dashboards when they have the time to—which means they don’t. Flip that model. Use Automator and Google Sheets or Airtable to build a living dataset that updates itself in real time. That way, when someone asks “how did that cohort perform?”, you have the answer before they finish the question. **6. Automate the feedback and social proof loop** Feedback is easy to collect if you ask at the right moment—and almost impossible if you wait. Trigger a short survey after key milestones: after a core module, at course completion, and 30–60 days later to capture long-term outcomes. Then close the loop: tag students who give positive feedback and automatically invite them to leave a public review, join an affiliate program, or participate in a case study. This turns your happiest learners into your most effective marketing channel—and it runs without you managing a single email. **7. Name, test, and document every workflow** This is the tip nobody follows until they regret it. Name your recipes clearly—”LD – Onboarding – Course A” instead of “Automation #4”. Test changes with test users or on a staging site before going live. And review your workflows periodically. Check on completion data, support tickets, and more to identify trends before they become troubles. Automations are living assets that are meant to make your current and future operations easier, not entrench your old ones. ## **Final steps: Work less. Teach more.** Every hour you spend on manual enrollment, certificate delivery, and progress tracking is an hour you’re not spending on course design, learner support, or the educational work that you are truly passionate about. Automation doesn’t replace that work. It protects it by protecting your time and maximizing your resources. Start with the one workflow that’s causing you the most headaches right now. Build it. Let it run. Then build the next one. That’s how a WordPress LMS goes from a tool you manage to a platform that manages itself. [**Get started with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently asked questions about WordPress eLearning automation** #### **What is WordPress eLearning automation?** WordPress eLearning automation uses tools like Uncanny Automator to connect your LMS plugins and external apps so learner management tasks happen automatically. When a student enrolls, they’re placed into the right group. When they complete a course, a certificate is emailed to them. When a quiz score drops below a threshold, the instructor is notified. Instead of manually managing every step, automation handles the repetitive work so you can focus on course design and learner outcomes. #### **What’s the best WordPress LMS automation plugin?** Uncanny Automator stands out for eLearning automation because it integrates with 7+ LMS plugins—LearnDash, Tutor LMS, MemberPress Courses, LearnPress, LifterLMS, MasterStudy LMS, and WP Courseware—plus 200+ other integrations. With Automator there are no per-automation fees, and it includes powerful addons purpose-built for eLearning like Dynamic Content and Custom User Fields. #### **Can I automate LearnDash with Uncanny Automator?** Yes. [Uncanny Owl is a LearnDash expert.](https://www.uncannyowl.com) LearnDash was our first integration, and Automator has 30+ LearnDash triggers and actions covering course enrollment, lesson and topic completion, quiz pass/fail routing, group management, certificate generation, progress resets, and much more. It’s the most comprehensive LearnDash automation tool available for WordPress. #### **Can I automate MemberPress with Uncanny Automator?** Yes. Automate membership-based course access, enrollment and unenrollment based on membership status, tier-based content restrictions, renewal reminders, and win-back campaigns. Automator connects MemberPress to your LMS, CRM, and communication tools like WhatsApp and Slack for seamless membership management. #### **Can AI help create online courses?** Yes. Automator connects OpenAI, Claude, Gemini, and other AI platforms to auto-generate course outlines, draft lesson content, create quiz questions, and produce supplementary materials—all saved directly to your LMS. AI handles the heavy lifting; you handle the educational expertise. #### **How do I automate certificates in WordPress?** Automator can generate and deliver LearnDash certificates automatically on course completion, quiz score thresholds, or any other trigger. It also integrates with Uncanny Continuing Education Credits for compliance-driven programs that need to track and award professional development credits. #### **Can I create adaptive learning paths with automation?** Yes. Use pretest scores to auto-complete content learners already know, route struggling students to remedial courses, and deliver personalized content based on user roles, group memberships, or CRM tags. Automator’s conditional logic makes individualized learning paths possible without building separate courses for every skill level. #### **Is eLearning automation worth it for small course creators?** Absolutely. Solo course creators and small training businesses benefit the most because they’re handling enrollment, notifications, certificates, and community management alone. Even simple automations—like auto-adding purchasers to groups, sending completion certificates, or posting milestones to a BuddyBoss activity stream—can save hours every week and dramatically improve the learner experience. #### **Can I automate my LMS without coding?** Yes. Uncanny Automator is a no-code plugin. Build workflows with a visual interface or talk to Uncanny Agent, Automator’s AI assistant, to create automations in plain language. If you can point and click—or even just type—you can automate your WordPress LMS. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [The Complete Guide to WordPress Marketing Automation: Turning Clicks Into Customers](https://automatorplugin.com/complete-guide-to-wordpress-marketing-automation/) **Published:** March 5, 2026 **Author:** Brendan Da Costa **Content:** *Master WordPress marketing automation. Turn clicks into customers with step-by-step workflows, pro tips, and powerful AI automation for WordPress.* **TLDR? Get the highlights:** **WordPress marketing automation** uses behavior-driven workflows to attract, nurture, and convert site visitors into loyal customers, without manual intervention. **This guide covers** what marketing automation actually does and how to set up an automated marketing machine with **Uncanny Automator**, connecting your CRM, forms, email, and social tools. You’ll get tips and real automations for high-impact workflows. - **Lead generation automations:** form-to-CRM sync, discount popups, lead magnets, and more. - **Email campaign automations:** drip sequences, win-back flows, birthday and anniversary offers, and post-purchase surveys. - **Segmentation & profiling automations:** native WordPress customer segmentation with the User Lists Addon, and progressive profiling with the Custom User Fields Addon. - **Content & social automations:** automated social media distribution and AI-powered content creation. - **Webinars & reporting automations:** event registration workflows and automated marketing reports. - **Pro tips & frameworks:** single source of truth for contact data, purposeful tagging, follow-up sequences, and the [**R.I.C.H. Framework**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview) (FREE download!) for identifying your next automation opportunity. [**Start automating your WordPress marketing >>>**](https://automatorplugin.com/pricing) ## **Introduction: WordPress marketing automations that help you “Work Less. Grow More.”** Your WordPress site was supposed to be a marketing tool that fueled your business’ growth and made your life easier. So… why does it feel like it gave you more work to do? The short version of the answer: you’re working for your website, instead of the other way around. Leads come in—and then sit there. Newsletter ideas pile up, and never ship. New content is published without so much as a tweet to promote it. Follow-ups happen (when you have time) and even segmentation sounds great… until you realize you’d have to tag everyone manually. **Those are exactly the kinds of problems that WordPress marketing automation fixes.** Instead of manually pushing every lead through every step, automation helps you build a hands-off path from curiosity to conversion—one where your site responds instantly, your marketing stack stays synced, and your follow-ups run on schedule. - Forms connected to your CRM capture and segment leads automatically. - Drip campaigns nurture new subscribers while you sleep. - Blog posts publish and share across social media channels in one click. - Customer birthdays and milestones trigger personalized offers that drive repeat purchases. - Progressive profiling builds richer contact data with every interaction—no extra forms required. - Re-engagement campaigns that bring back inactive subscribers before they churn. That’s what an automated marketing stack looks like from the outside. And powering those workflows is Uncanny Automator—a no-code AI and automation plugin for WordPress that connects your CRM, your forms, your project management tools, your team communication hub, your social accounts, and 200+ other tools into workflows that fire without you being in the room. The rest of this guide shows you how to build it. We’ll cover what marketing automation actually is, what you need to get started, and the specific workflows that deliver the biggest impact—starting today. ## **What marketing automation actually does (and why it matters more than you think)** If you’ve ever set up a “thank you” email that fires when someone fills out a contact form, you’ve already used marketing automation. That’s the simplest version: one event triggers one response. WordPress marketing automation scales that logic across your entire funnel. A subscriber clicks a pricing link → Automator tags them as “high intent” in your CRM and alerts your sales team in Slack. A lead downloads a whitepaper → they’re enrolled in a 5-email nurture sequence. A contact hasn’t made a purchase in 60 days → a win-back campaign launches automatically. Every workflow follows the same principle: when something happens, do something about it. The difference between a single thank-you email and a full marketing engine is just how many of those “when this → do that” chains you have running simultaneously and how they all work together. In practice, these workflows fall into two categories. **Audience-facing automations** shape what your visitors and subscribers experience—the welcome sequence, the personalized offer, the timely follow-up. **Behind-the-scenes automations** shape what you and your team experience—the CRM staying current, the reports landing in your inbox, assets and campaign updates flowing across your team. Let’s look at both. ### **Audience-facing: automation across your marketing funnel** Every marketer knows that mantra. Few, however, have the time to actually deliver on it—manually, across every channel, for every contact, every day. That’s the job automation was built for. It works at every stage of the marketing funnel, from the first impression to the long-term relationship. In fact, you may already have some audience-facing automations running without thinking of them as “automation”—like a welcome email triggered by a newsletter signup. Automation tools such as Uncanny Automator, however, integrate your entire marketing stack, expanding the scope of what’s possible far beyond a single email. Instead of sending the same generic newsletter to everyone, automation can deliver personalized, multi-channel experiences that respond dynamically to what each visitor actually does on your site. Here’s how automation impacts every stage of the marketing funnel to make it more responsive, more relevant, and far less dependent on you: - **Awareness:** Automatically publish new blog content to Facebook, X, LinkedIn, Instagram, Discord, and all your other social media platforms the moment it goes live. Use AI to generate platform-specific content that actually fits each channel. Tag first-time visitors based on their first interaction with your site so you know how best to follow-up with them. - **Interest:** When a visitor downloads a lead magnet, signs up for your newsletter, or engages with a popup offer, automation adds them to your CRM, applies the right tags, and kicks off a welcome sequence—immediately. No manual list imports. No 48-hour delay before they hear from you. First impressions happen fast, and automation makes sure yours does too. - **Consideration:** Follow up when a subscriber clicks through to a pricing page. Send a “here’s what you missed” email after a webinar. Trigger a case study or comparison guide based on the content they’ve already consumed. Automation keeps your brand helpful and present while prospects are still weighing their options—without your team having to monitor every click. - **Conversion:** Deliver a limited-time offer to subscribers who’ve engaged with three or more emails. Send a coupon when someone revisits a product page for the second time. Alert your sales team in Slack the moment a lead hits a scoring threshold. Automation compresses the distance between interest and action—turning warm leads into customers before their attention moves elsewhere. - **Loyalty & advocacy:** Send post-purchase thank-yous, birthday coupons, and milestone celebrations on autopilot. Trigger review requests after a successful delivery. Invite your most engaged subscribers into a referral or affiliate program automatically. Automation helps you hold onto the customers you’ve already won and turns them into your most effective marketers. ### **Behind-the-scenes: the operational work you’ll never do again** Audience-facing automations keep your visitors moving through your marketing funnel. Behind-the-scenes automations do something just as valuable: they keep you moving through your workday. Because WordPress marketing often spans a half-dozen or more tools—your CRM, your form builder, your analytics tools, your social scheduler, a handful of spreadsheets—it’s easy for leads to slip through the cracks and data to differ. But automation connects those moving parts so that you get error-free data synchronization, real-time visibility into what’s working, and workflows that run themselves. Here are some of the most common behind-the-scenes workflows that marketers automate to reduce busywork, eliminate errors, and stay focused on strategy: - **Lead management and CRM sync:** Automatically route new form submissions to your CRM, assign lead scores based on behavior, and update contact records as subscribers interact with your emails, content, and offers. No more exporting CSVs, deduplicating contacts, or manually tagging new sign-ups. Your CRM stays current without you touching it. - **Customer segmentation and list hygiene:** Use behavioral triggers and custom user fields to automatically segment your audience by engagement level, funnel stage, content interests, lead source, or any attribute that matters to your campaigns. Automation also handles the unglamorous but essential work of keeping lists updated and properly segmented. - **Campaign performance tracking and reporting:** With the help of WP Mail SMTP Pro, automatically log campaign events—email sends, opens, clicks, etc.—to Google Sheets, Airtable or your preferred analytics platform. When your CMO or client asks “how did that campaign perform?” you’ll have the answer in seconds, not hours. - **Content scheduling and distribution:** Queue up blog posts, social content, and email campaigns in advance—then let automation handle the publishing, the cross-posting, and the internal notifications. Your editorial calendar runs itself, and your team gets a Slack message (or an email, or a Trello card) the moment something goes live. - **Progressive profiling and data enrichment:** Every time a subscriber fills out a form, clicks a link, attends a webinar, or visits a specific page, automation can append that data to their contact record. Over time, you build rich, actionable profiles without ever asking someone to fill out a 15-field form. The Custom User Fields Addon makes this natively possible inside WordPress. - **Multi-channel coordination:** Running a campaign across email, social, SMS, and your website? Automation ensures every channel fires at the right time, in the right order, with the right message. No more spreadsheets tracking which segment got which email on which day. Build the sequence once, and let it run. Depending on the automation tool you use and its AI capabilities, you can even generate email subject lines, A/B test variations, and draft campaign briefs—all triggered from within your WordPress dashboard. Behind-the-scenes automations aren’t just about saving time—they make your marketing more reliable. When the data entry, the list management, and the campaign coordination are handled automatically, you get fewer mistakes, faster response times, and a clearer picture of what’s actually working so you can double down on the strategies that move the needle. ## **What you need to automate your WordPress marketing** Here’s a question most marketers don’t ask until it’s too late: how many tools in your stack can actually talk to each other? You probably have a **CRM**—HubSpot, ActiveCampaign, Mailchimp, FluentCRM, etc. A **form builder**—Gravity Forms, WPForms, or Fluent Forms. Social media accounts. Team communication hub. Project management tool. A reporting platform. And your WordPress site sitting in the middle of it all. Each of those tools is good at its job. The problem is that they operate in silos. Your form captures a lead, but it doesn’t tag them in your CRM. Your CRM segments contacts, but it isn’t integrated with your support plugin or your events management plugin. Your blog publishes a post, but it doesn’t share it on social media. [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the layer that connects all of them—the AI and automation plugin for WordPress with 200+ integrations, purpose-built to make your marketing tools work as a single, coordinated system instead of a collection of disconnected dashboards. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) ## What makes [Automator](https://www.automatorplugin.com/pricing) an essential WordPress marketing tool? WordPress marketers have plenty of automation options. Here’s why Automator earns its place as the center of your marketing stack. - **Deep WordPress integration:** Because Automator lives inside WordPress, it sees what third-party tools can’t; which pages a user has visited, which forms they’ve submitted, how often they log in, and what content they engage with. That data feeds directly into your automations—so you can trigger a nurture sequence based on actual behavior, not just list membership. - **Scale your campaigns without scaling your costs.** Zapier charges per task. Make charges per operation. Automator offers a **low fixed cost**—no matter how many workflows you run, how many leads you process, or how many campaigns you launch. For marketing teams running dozens of campaigns simultaneously, or for small, budget-conscious businesses, that pricing model lets you grow without the growing pains. - **Powerful addons:** As your marketing matures, Uncanny Automator has an ecosystem of addons to suit your needs. The Custom User Fields Addon lets you collect, store, and manage contact data natively in WordPress and makes it easy to synchronize with your external tools. The User Lists Addon builds audience segmentation into your WordPress dashboard. The Restrict Content Addon lets you gate premium content behind forms, memberships, or other actions—turning your best resources into lead generation tools. - **All of the essential** [**plugin and app integrations**](https://www.automatorplugin.com/integrations)**:** Stop paying inflated costs that cover tools you don’t need and won’t use. Automator has all of the essential integrations for any marketing stack. HubSpot, ActiveCampaign, Mailchimp, Facebook, X, LinkedIn, Instagram, Discord, Zoom, Google Sheets, Slack, ClickUp, Asana, WhatsApp, and many more. For anything else, there’s a simple-to-use webhook integration that brings the web to your website. - **AI integrations to scale with ease:** Use OpenAI, Google Gemini, Claude, and other AI platforms to draft email copy, generate social media content, personalize follow-ups, and create landing page copy—all triggered automatically from within your workflows. **The result:** a marketing stack where every tool knows what to do when a lead raises their hand—and does it before you even check your dashboard. ### **Get started with Uncanny Automator** There’s an automated future filled with all of the benefits that we’ve been talking about just a few short clicks away. But, just before we get into the details, let’s get you set up with Uncanny Automator. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/)[ ](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/)[here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Where to start & the marketing automations that convert clicks into customers** Automator is live on your site. Now the question is: where do you start? Whether you’re a solo marketer, running a small team, or part of an enterprise-level operation, start where the pain is sharpest. If leads are coming in but nobody’s following up, build the form-to-CRM-to-welcome-email pipeline first. If you’re publishing content that nobody sees, build the publish-to-social automation. If your email list is growing but engagement is flat, build a segmentation and drip workflow. If you’re a marketing team with defined campaigns, start at the top of the funnel and automate downward—capture, then nurture, then convert, then retain. Either way, the automations below are the ones marketers build first. They’re organized by function, not by difficulty, so jump to whichever section matches your most pressing need. ### **Lead Generation & Nurturing** Automations that turn anonymous visitors into identified, qualified leads. #### [**Automating WordPress Lead Generation: A Comprehensive Guide (+ Best Practices)**](https://automatorplugin.com/automated-wordpress-lead-generation/) Manual lead generation is a resource drain—think data entry, follow-up emails, and qualifying prospects one by one. This guide walks you through automating your entire lead capture pipeline, from form submissions and popup opt-ins to CRM synchronization and lead scoring. You’ll also learn best practices for lead qualification and nurturing that scale as your business grows. #### [**How to Generate More Leads with Your WordPress Form Plugin & Automator**](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) Your form builder collects data—but what happens after someone clicks “Submit”? This guide shows you how to connect WordPress form submissions to CRMs like HubSpot and Groundhogg, auto-tag leads based on form responses, and trigger incentive workflows like survey coupons that turn a simple submission into a qualified sales opportunity. #### [**How to Create Discount Popups: Generate Leads & Drive Conversions**](https://automatorplugin.com/how-to-create-woocommerce-discount-popups-generate-leads-drive-conversions/) Discount popups convert 3–5% of visitors on average—and the best campaigns hit 9–11%. Learn how to design high-converting popups with OptinMonster and use Automator to generate and email unique, single-use coupon codes to each new subscriber automatically. One workflow. Two outcomes: a bigger email list and more first-time buyers. #### [**How to Identify Anonymous Visitors and Recover Lost Opportunities**](https://automatorplugin.com/how-to-identify-anonymous-shoppers/) Anonymous visitors are often your most promising leads—actively browsing, reading your content, maybe even revisiting specific pages. This guide covers proven methods to track, identify, and convert unknown visitors into contacts using IP logging, progressive profiling, and smart lead capture automations that build rich profiles over time. #### [**How to Automate New Customer Onboarding**](https://automatorplugin.com/automate-user-onboarding/) Don’t leave your newest customers out in the cold. Learn how to create automated onboarding sequences that make your customers feel at home while providing them with crucial information and resources. ### **Email Campaigns, Drip Sequences, & Segmentation** Automations that nurture leads and keep your audience engaged through targeted, behavior-driven email workflows. #### [**8+ WordPress Marketing Automations That Will Boost Conversions**](https://automatorplugin.com/8-wordpress-marketing-automations/) From welcome sequences and drip campaigns to re-engagement flows and birthday offers, this guide walks you through the highest-impact marketing automations for WordPress. You’ll learn how to set up behavior-triggered emails that send the right message at the right time, personalize content with CRM data, and build workflows that convert—all without writing code or hiring a developer. #### [**Launch Email Campaigns and Drip Sequences Without a CRM**](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) Just because you don’t have a CRM doesn’t mean you can’t market like a pro. Learn how to use Automator’s native Email integration along with features like filters and delays to create fully automated campaigns. Additionally, figure out how to track email opens and clicks, all from your WordPress dashboard. #### [**How to Automate Win-Back Campaigns**](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) Breakups don’t have to be permanent. Nearly half of inactive subscribers can be re-engaged with a well-structured campaign—and re-engagement costs five times less than acquiring a new lead. This guide shows you how to automatically identify lapsed contacts and launch multi-channel win-back campaigns complete with personalized incentives, whether you’re working from WordPress or your CRM. #### [**How to Automate Birthday and Anniversary Offers**](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) Birthday emails average 45–79% open rates and convert at up to 11.6%. Those aren’t vanity metrics—they’re revenue waiting to be captured. Learn how to collect customer milestones, store them in WordPress with the Custom User Fields Addon, and automatically deliver personalized coupons or loyalty points on exactly the right day—without lifting a finger. #### [**How to Automate Post-Purchase Surveys and Campaigns**](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) The post-purchase period is one of the most valuable moments in your customer lifecycle. This guide shows you how to trigger survey invitations via email, SMS, or WhatsApp—and use incentives like coupons or loyalty points to turn customer feedback into progressive profile data and repeat purchases. ### **Social Media & Content Distribution** Automations that amplify your content reach across social channels without manual posting. #### [**How to Automate Social Media Marketing in WordPress**](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) Publishing a blog post, releasing a new product, or scheduling a new event is just the beginning. This guide shows you how to automatically push new content to Facebook Pages, X, LinkedIn, Instagram, and Discord the moment it goes live—plus how to use AI to tailor captions for each platform. No more logging into five different accounts to share one piece of content. #### [**How to Use AI Writing Tools in WordPress: Generate Blog Posts, Images, and Social Content Automatically**](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) AI-powered content creation is no longer a luxury—it’s a workflow accelerator. Learn how to use OpenAI, Claude, or your preferred AI platform and Uncanny Automator to generate blog posts, SEO meta descriptions, featured images with DALL·E, and platform-specific social media copy without leaving your WordPress dashboard. From ideation to publication, all in one tool. #### [**Generate Eye-Popping AI Images That Enhance Your Marketing Efforts**](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) Your marketing game is strong—but it could be stronger. Learn how to automatically generate AI images in your WordPress dashboard to drive engagement with your marketing campaigns. Whether it’s product images or page backgrounds, get exactly the images you need to make your campaigns pop off the page. ### **Webinars, Events & Community** Automations that turn events into lead generation engines and community-building tools. #### [**How to Create QR Codes With Automator for Seamless Event Experiences**](https://automatorplugin.com/automator-the-1-qr-code-generator-for-wordpress/) QR Codes aren’t just functional ways to register users, transfer data, or direct leads to specific pages. Using Automator’s native QR Code integration, you can turn a simple barcode into a marketable asset that boosts engagement—and you’ll never have to even know what “QR” stands for. #### [**How to Create Social Proof Notifications That Build Trust**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) Social proof is the digital marketing equivalent of word-of-mouth. Show your leads how engaged and active your community is with automated social proof notifications. Every time someone registers for an event, purchases a product, or completes an action on your site, show a little message that encourages others to do the same. ### **Reporting & Analytics** Automations that help you get data-driven insights without the data-entry doldrums. #### [**How to Track Email Opens and Clicks in Google Sheets**](https://automatorplugin.com/how-to-automatically-track-email-opens-in-google-sheets/) Which emails are getting opened? Which links are getting clicked? And which campaigns are falling flat? This guide shows you how to use Automator’s WP Mail SMTP Pro integration to automatically log opens, clicks, and engagement data to Google Sheets, giving you a real-time campaign performance dashboard without paying for a third-party analytics tool. #### [**How to Log Form Submissions to Google Sheets**](https://automatorplugin.com/how-to-connect-gravity-forms-to-google-sheets/) Every form submission is a data point—a new lead, a survey response, a support request, an event or webinar registration. This guide walks you through connecting any WordPress form builder to Google Sheets with Automator, so every submission is captured, timestamped, and organized automatically. No CSV exports. No copy-pasting. Just clean, queryable data that’s ready when your next campaign report is due. #### [**The Ultimate Guide to WordPress Email Tracking**](https://automatorplugin.com/the-ultimate-guide-to-wordpress-email-tracking/) Open rates and click-throughs are only useful if you can actually see them—and action them. This comprehensive guide covers everything you need to track email performance in WordPress, logging engagement data for segmentation, and make data-driven decisions. ### **Everything else** Not sure what to automate next? Here at Uncanny Automator, we developed the **R.I.C.H. Framework** to help businesses like yours identify opportunities for automation. The concept is pretty simple. Any task that satisfies one or more these criteria is ready to be automated: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of records (customers, products, etc.). - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Here’s a freebie to help you: [**Preview and use the R.I.C.H. Framework template**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview). ## **Pro tips for automating your WordPress marketing** These are the patterns we see again and again in high-performing WordPress marketing stacks. Not gimmicks. Not “growth hacks”. Just the principles that turn automation from a toy into something that actually moves the needle. **1. Start with 1–2 critical automations—not a full funnel (yet)** The marketers who see results fastest don’t build a giant flowchart on day one. They pick the highest-leverage workflows first. For most WordPress sites, those are: - A multi-email welcome or onboarding sequence - A cart abandonment or lead abandonment sequence That’s it. Only after those are performing do they layer in post-purchase upsells, win-back campaigns, review requests, campaign-specific funnels, and lifecycle expansions. This keeps you focused on outcomes—leads, sales, retention—instead of endlessly tinkering with automation logic. Build the workflows that protect revenue first. Then expand. **2. Use real WordPress behavior as your trigger set** Strong WordPress marketing automation doesn’t start with “someone joined a list”. It starts with what actually happened on your site. High-performing marketers trigger automations based on: - New user registrations - Specific form submissions - Viewing key content - Adding to cart - Completing an order - Visiting pricing pages multiple times When your automation engine listens to real on-site events, timing and relevance improve dramatically. Instead of sending everyone the same 7-day email sequence, you send messages based on what people actually do. That’s the difference between generic automation and behavior-driven marketing automation for lead generation. **3. Tag and segment aggressively from day one** Segmentation isn’t an upgrade you add later. It’s infrastructure. Marketers who consistently outperform treat tagging as a core asset. From the beginning, they tag based on: - Source: lead magnet, ad campaign, webinar, organic, referral - Intent: product viewed, demo requested, pricing page visit - Lifecycle stage: lead, MQL, customer, repeat buyer Then they use those tags to change offers. Cold traffic gets low-friction educational content. High-intent visitors get direct trial invites or limited-time discounts. Over time, this compounds. Every broadcast gets more targeted. Every automation gets smarter. And your revenue per subscriber increases. **4. Keep your stack lean and deeply integrated** Experienced WordPress marketers often under-tool rather than over-tool. They make a few tools talk to each other extremely well instead of stitching together five overlapping plugins. Here’s what a common winning setup looks like: - WordPress + WooCommerce + CRM integration + one automation layer What they avoid: - Three different popup tools - Two separate form plugins - Competing tagging systems - Disconnected reporting dashboards Fragmentation kills attribution. It kills reporting. And it makes debugging a nightmare. Depth of integration almost always beats the number of tools in your stack. **5. Design funnels visually and add emails to each stage** The marketers running complex funnels don’t manage them in spreadsheets. They map them visually: Opt-in → Offer → Checkout → Upsell/Downsell → Thank-you Then they attach automations directly to each step: - Abandonment emails - Post-purchase follow-ups - Upsell reminders - Cross-sell campaigns When you can see the entire journey at once, you immediately spot gaps. - No follow-up after someone views an upsell? Build that automation. - No reminder after course enrollment? Add that action. - No expansion sequence after first purchase? Design the campaign. Visualizing the funnel makes optimization obvious—and it makes your system understandable to non-technical team members. **6. Build around lifecycle stages, not just campaigns** Campaign thinking is short-term. Lifecycle thinking is sustainable. High-performing WordPress marketing automation systems are mapped to time and behavior markers: - First 7 days after signup - First 30 days after purchase - 90-day inactivity window - Subscription renewal date - Membership expiration When automation aligns with lifecycle stages, your messaging evolves as your list ages instead of becoming irrelevant noise. **7. Personalize with simple rules before getting fancy with AI** The marketers who see real ROI from personalization usually start simple. High-impact rule-based examples: - Switch email content based on product category viewed - Show different lead magnets to logged-in vs logged-out users - Recommend related products after a purchase - Change CTAs based on lifecycle stage These simple rules often deliver the majority of the lift. Only after segments and event data are clean do advanced teams add AI tools for things like cop generation and analysis. Simple rule-based personalization gets you most of the win with a fraction of the complexity. **8. Monitor deliverability and unsubscribes as your list grows** Automation doesn’t work if your emails don’t land—or if your audience gets annoyed. Experienced marketers treat “don’t annoy people” as a strategy. That means: - Reasonable email cadence - One clear purpose per email - Easy unsubscribe and preference options - Consistent “from” names - Authenticated sending domains - Clean, mobile-friendly templates - Regular pruning of inactive subscribers Good UX reduces spam complaints. Good deliverability protects sender reputation. **9. Optimize for revenue, not just “vanity” metrics** Open rates are interesting. Clicks are exciting. Revenue per contact, however, is actionable. Marketers who optimize effectively track: - Revenue per subscriber - Revenue per automation (e.g., abandoned cart vs. post-purchase flow) - Average order value by funnel They favor setups that can attribute revenue to specific campaigns and workflows—using UTM tracking, funnel dashboards, and order-level attribution. Once you can see which automations actually generate revenue, prioritizing your next optimization becomes obvious. Automation isn’t about doing more. It’s about building the workflows that produce measurable financial impact, then doubling down on what works. ## **Final steps: Work less. Convert more.** The gap between a WordPress site that collects leads and a WordPress site that converts them is automation. Not more tools. Not more time. Just the workflows that connect what you already have into a system that responds faster and more consistently than any human team could. Start with the one workflow that’s costing you the most leads right now. Build it. Let it run. Then build the next one. That’s how a marketing stack becomes a marketing machine—one automation at a time. [**Get started with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently asked questions about WordPress marketing automation** **What is WordPress marketing automation?** WordPress marketing automation uses tools like Uncanny Automator to connect your site’s plugins and external apps—so marketing tasks happen automatically when visitors take action. When someone submits a form, they’re added to your CRM. When a blog post goes live, it’s shared to social media. When a subscriber goes quiet, they receive a re-engagement email. Instead of manually managing every touchpoint, automation handles the repetitive work so you can focus on strategy and growth. **What’s the best WordPress marketing automation plugin?** The best WordPress marketing automation plugin depends on your needs, but Uncanny Automator stands out for its deep WordPress integration, agentic AI assistant, 200+ app and plugin connections, and no per-automation fees. Unlike tools that charge based on how many automations you run, Automator lets you scale without penalties. It also offers powerful addons for customer segmentation, custom user fields, and restricted content—all built specifically for WordPress. **Can I automate email marketing in WordPress?** Yes. With Uncanny Automator, you can create behavior-triggered email sequences including welcome campaigns, drip series, re-engagement flows, birthday offers, and post-purchase follow-ups. Automator integrates with popular email platforms like Mailchimp, ActiveCampaign, Brevo, and FluentCRM—or you can use Automator’s native Email integration for simpler workflows. **How do I connect my WordPress forms to a CRM?** Uncanny Automator integrates with 18+ form plugins (**Gravity Forms**, **WPForms**, **Fluent Forms**, **Formidable Forms**, and more) and popular CRMs including **HubSpot**, **ActiveCampaign**, **Mailchimp**, and **Brevo**. When a visitor submits a form, Automator can automatically create a CRM contact, apply tags, add to lists, and trigger follow-up campaigns—all in a few clicks, no coding required. **What is progressive profiling and can I do it in WordPress?** Progressive profiling is the practice of collecting contact data gradually—through form submissions, email clicks, page views, and purchases—rather than asking for everything upfront. With Automator and the Custom User Fields Addon, every user interaction can enrich their contact record, enabling more personalized marketing over time without long, intimidating forms. **Is marketing automation worth it for small WordPress sites?** Absolutely. Small businesses often benefit the most from automation because owners are typically wearing multiple hats. Even simple automations—like syncing form leads to a CRM, sending welcome emails, or auto-posting to social media—can save hours every week and prevent leads from falling through the cracks. **Can I automate social media posting from WordPress?** Yes. Uncanny Automator can automatically publish content to Facebook Pages, X, LinkedIn, Instagram, Discord, and more when a blog post goes live or a custom trigger fires. You can even use AI integrations to generate platform-specific content automatically. **Can I automate marketing without coding?** Yes. Uncanny Automator is a no-code AI and automation plugin, which means you build workflows using a visual interface or simply by writing commands. If you can point and click, or type, you can automate your WordPress marketing. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [Automator 7.1: SEO Automation and Smarter Cache Control for WordPress](https://automatorplugin.com/automator-7-1-seo-site-security-automation-for-wordpress/) **Published:** March 9, 2026 **Author:** Brendan Da Costa **Content:** *The Uncanny Automator 7.1 release focuses on SEO and site maintenance to improve your SERPs, editorial workflows, and site visibility. AIOSEO, Yoast SEO, and Rank Math SEO are just a few of the new integrations in this big expansion.* As WordPress site owners and operators ourselves, we know that search visibility and site performance require ongoing—often tedious—work. And this content writer knows all too well the headaches of the editorial process in maintaining SEO. That’s why, with **Uncanny Automator 7.1**, we’re bringing SEO and site maintenance directly into your automation workflows. Along with a sweet new way to manage your WordPress events and bookings. This latest release is all about updating metadata, managing sitemaps, and keeping your site’s caches clean. Your site visitors, along with search engines and site crawlers, will have no problem finding, navigating, and interacting with your latest content. Automator 7.1 is packed with new integrations for leading SEO plugins, deep cache control across popular performance tools, and expanded actions for managing search metadata and infrastructure automatically. Let’s take a look at what’s new in 7.1. ## **Automate SEO Workflows with New SEO Integrations** Automator 7.1 introduces new integrations for the most popular SEO plugins in WordPress: - **All in One SEO (AIOSEO)** - **Yoast SEO** - **Rank Math SEO** These integrations open the door to programmatic SEO workflows—where metadata, keyphrases, and indexing settings can respond dynamically to user activity, content updates, and editorial processes. **AIOSEO Triggers** - A post’s SEO data is updated - A post’s SEO score is greater than, less than, or equal to a specific value These triggers allow you to build quality-control workflows. For example: - Notify editors when an SEO score drops below a threshold. - Trigger internal reviews when metadata is modified. - Unlock publishing workflows only when an SEO score meets your minimum standard. **All in One SEO Actions** - Regenerate AIOSEO XML sitemap - Reset a post’s SEO description - Reset a post’s SEO title - Set a post’s SEO description to a specific value - Set a post’s SEO title to a specific value - Set a post’s focus keyphrase to a specific value - Set AIOSEO XML sitemap to a status - Set AIOSEO robots.txt to a status These actions give you full control over how metadata and search infrastructure are managed. Imagine: - Automatically optimizing a blog post’s title based on the latest AI-powered SEO research - Updating a post’s focus keyphrases from a form submission or site event - Temporarily adjusting robots.txt rules during staging or deployment workflows ### **Yoast SEO and Rank Math SEO** **Yoast SEO** and **Rank Math SEO** are also new in this release. Here’s what’s under the hood for these two popular and powerful SEO plugins. **Triggers:** - A post’s SEO data is updated - A post’s SEO score is greater than, less than, or equal to a value **Actions:** - Delete a post’s SEO description - Delete a post’s SEO title - Delete a post’s focus keyword - Set a post’s SEO description to a specific value - et a post’s SEO title to a specific value - Set a post’s focus keyword to a specific value These integrations are designed to provide similar automation control over SEO metadata, indexing behavior, and site-level configuration—allowing you to standardize SEO workflows regardless of which plugin you use. ## **Smarter Cache Management Across Major Performance Plugins** Updating SEO metadata is only half the story in this major quality-of-life release. If your cache isn’t cleared properly, visitors and search engines may never see the SEO improvements you’ve made. Automator 7.1 introduces new site maintenance integrations: - **Cloudflare** - **LiteSpeed Cache** - **Security Optimizer** - **Speed Optimizer** - **W3 Total Cache** - **WP Rocket** - **WP Super Cache** - **Easy WP SMTP** Across these integrations, you can now: - Purge cache for a specific URL - Purge cache for a specific post - Purge all caches [Check out the full changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for a list of new actions for your integration. This means you can: - Automatically purge cache when a post is updated. - Clear a single product page cache when pricing changes. - Purge your entire site after a major content deployment. - Sync cache clearing with SEO metadata changes or sitemap regeneration. For teams managing high-traffic sites, ecommerce stores, or content-heavy platforms, this eliminates manual cache clearing and reduces the risk of stale content. ## **Security Optimizer — Automated Security for your WordPress site** Security threats don’t wait for you to be online. With the new SiteGround-powered Security Optimizer actions, you can build automations that respond to threats instantly—even at 3 AM. Block a user or IP address the moment suspicious activity is detected. If a breach does occur, trigger a forced logout of all users and require password resets in a single automation, cutting off unauthorized access within seconds instead of the minutes or hours a manual response would take. You can also build smart recovery workflows: once you’ve confirmed a blocked user or IP was a false positive, an automation can handle the unblock and notify the affected user automatically. Pair these actions with triggers from plugins like WooCommerce, BuddyBoss, or your form plugin to create security responses tailored to how your site actually operates. **Actions:** - Block a user - Block an IP address - Force all users to log out - Force all users to reset their passwords - Unblock a user - Unblock an IP address ## **Sugar Calendar — A Sweet New Events Integration** Sugar Calendar is a powerful yet lightweight events management plugin that makes it easy to create event calendars, manage event registrations, and sell tickets. And now, with Uncanny Automator, you can integrate Sugar Calendar seamlessly with your CMS, CRM, LMS, and any other three-letter acronym in your tech stack. Here’s what’s included in the 7.1 release. **Triggers:** - A ticket for an event is purchased - An event is created in a calendar **Actions:** - Create an event with a title - Delete an event - Register an attendee to an event - Submit an RSVP for an event ## **What You Can Build with 7.1** Now it’s time to let your imagination run wild with Automator 7.1. Start building frictionless workflows for: - Event management - Content publishing - SEO optimization - Cache clearing - Indexing control - Performance infrastructure Want some ideas to get you started with Automator 7.1? **Event Workflow** 1. A user purchases a ticket for an event. 2. The user is tagged in your CRM. 3. The user is enrolled in a course that complements the live event. 4. The user is added to a 3-email drip campaign that guides them through the event and introduces them to related events and course offerings. **Content QA Workflow** 1. Author updates a post. 2. Automator checks SEO score. 3. If below threshold, notify the editor. 4. Purge cache for that post. **Programmatic SEO Workflow** 1. A support ticket triggers an AI-generated draft of a blog post. 2. Automatically set an SEO-friendly title, meta description, and focus keyphrase. 3. Purge CDN and server cache. **Deployment Workflow** 1. Push from staging to production. 2. Regenerate sitemap. 3. Update robots.txt. 4. Purge all caches. These types of workflows remove repetitive technical tasks from your editorial and development teams, improving their performance and guaranteeing consistency. ## **Available Now** If you manage content, care about search visibility and site security, or want tighter control over how updates propagate across your infrastructure, this release gives you the tools to automate the entire process. Update to the latest version and start building smarter SEO and performance workflows today. Check out the full [Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and [Automator Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). Automator 7.1 is available today. Have you updated? [**Upgrade to Automator 7.1 >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [Find and Re-Engage Inactive WooCommerce Customers](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) **Published:** January 12, 2024 **Author:** Brendan Da Costa **Content:** *Want to know how to get your WooCommerce customers back? Launch your re-engagement campaign with Automator and win-back your inactive WooCommerce customers!* [![inactive-woocommerce-customers-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/inactive-woocommerce-customers-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/01/inactive-woocommerce-customers-featured-image.jpg) Saying goodbye to your [**WooCommerce**](https://www.automatorplugin.com/share/woocommerce/) customers is never easy. But it’s a whole lot easier when you know that they’ll be back. However, every now and then, after checkout, one of your shoppers will simply disappear—almost like they’ve fallen asleep at their keyboard. We probably don’t have to tell you about the advantages of returning customers. They boost your KPIs such as lifetime value and loyalty scores. They cost less to convert than new customers and add to your invaluable word-of-mouth marketing efforts. But, quite apart from the impact on your bottom line, we’re sure that you’d simply love to hear from these catnapping customers once again. So, if you’ve been asking yourself, “How do I get my WooCommerce customers back?” you’ll want to keep reading. In this step-by-step guide, we’ll show you how [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can sound an alarm clock to bring your inactive WooCommerce customers back from dreamland. Let’s wake up some shoppers! ## Introduction We’re sure that you’re eager to reach through your computer screen and give your dormant customers a gentle tap on the shoulder. (Or shout through a megaphone.) First, let’s take a look at exactly how Automator is going to help you accomplish this. By the end of this quick tutorial, Automator will help you to: - define how long a customer must be “sleeping” before they are considered inactive, - automatically identify and target inactive WooCommerce customers, - integrate WooCommerce with your CRM and favorite plugins to launch high-converting re-engagement campaigns, and - accomplish so much more! Without further ado, let’s get those customers to rise and shop! ## Find Inactive [WooCommerce](https://automatorplugin.com/share/woocommerce/) Customers with [Uncanny Automator](https://automatorplugin.com/pricing) What if we told you that you could get your inactive WooCommerce customers back with just one plugin? From ecommerce automation to marketing automation and more, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can help you: - find and target inactive customers, - send automated personalized messages, - and even generate personalized offers that maximize conversion rates. And you can do it all without ever having to write (or read) a single line of code. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) If Automator sounds like the stuff of a WordPress developer’s dreams, that’s because it is. Automator is the #1 AI + automation and integration plugin for WordPress websites. Using simple combinations of triggers and actions, you can connect all of your favorite apps and plugins to create seamless workflows. When it comes to finding and re-engaging inactive WooCommerce customers, you’ll need metadata-level access and control of your WordPress website. Fortunately, Automator puts the power and flexibility of metadata right at your fingertips with a click-and-play interface. No phpMyAdmin, no SQL necessary. ### **Get started with Uncanny Automator** Throughout this tutorial, we’ll be using **Automator Pro** features such as *Loops*. You can get started with Automator Pro – Basic for as little as $149. So, go ahead and follow these steps to get started with Automator and then we’ll work on getting those customers back together. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Send Automated Emails to Inactive WooCommerce Customers** Now that you have an Automator license, it’s time to wake up those sleeping customers with an automated alarm they can’t ignore. ![Uncanny Automator recipe titled “Re-Engage Inactive Woo Customers,” scheduled daily at 9:00 AM to email customers who have not purchased in the past 90 days, set to Live.](https://automatorplugin.com/wp-content/uploads/2024/01/re-engage-inactive-woo-customers-recipe-1000x1024.png "re-engage-inactive-woo-customers-recipe") We’re going to recreate the recipe pictured above together. It’s pretty simple: every day at 9:00 AM, Automator will run through all of your Woo customers who haven’t purchased a product in 90 days and send them a re-engagement email. Later on, we’ll look at some optional upgrades to this recipe such as personalized offers to wake up those really deep sleepers. #### **Step 1: Create and Name a New Recipe** From your WordPress Admin dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) Give your recipe a name that makes sense to you. For example, I have named this recipe “Re-Engage Inactive Woo Customers”. #### **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Schedule**. [![Uncanny Automator integration selection screen showing Make, OptinMonster, Plugin Actions, RSS feed, and others. The “Schedule” trigger is highlighted and marked Pro.](https://automatorplugin.com/wp-content/uploads/2024/01/schedule-integration.png "schedule-integration")](https://automatorplugin.com/wp-content/uploads/2024/01/schedule-integration.png) From the dropdown list that appears, select “**Repeat every hour, day, week, month or year at a specific time**”. [![Uncanny Automator Schedule trigger options showing choices to repeat every hour, day, week, month, or year at a specific time.](https://automatorplugin.com/wp-content/uploads/2024/01/schedule-action-repeat-every-day-week-month-year-specific-time-1024x376.png "schedule-action-repeat-every-day-week-month-year-specific-time")](https://automatorplugin.com/wp-content/uploads/2024/01/schedule-action-repeat-every-day-week-month-year-specific-time.png) Configure the intervals for your schedule however they best fit into your workflows. For example, we have set this recipe to run once every day at 9:00 AM until it’s cancelled. [![Uncanny Automator schedule settings panel showing fields set to run every 1 day, repeat until cancelled, at 9:00 AM.](https://automatorplugin.com/wp-content/uploads/2024/01/schedule-repeat-every-day-at-9-am-1024x899.png "schedule-repeat-every-day-at-9-am")](https://automatorplugin.com/wp-content/uploads/2024/01/schedule-repeat-every-day-at-9-am.png) Once you’re finished, click **Save**. #### **Step 3: Create a User Loop** In the *Actions* panel, click **Add** > **User loop**. [![A close-up of the Uncanny Automator interface showing the "Add" dropdown menu expanded, with "User loop" highlighted. This option allows looping through multiple users in an automation workflow.](https://automatorplugin.com/wp-content/uploads/2025/03/add-user-loop.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2025/03/add-user-loop.png) By default, Automator will set the User Loop to run on every user who isn’t a site Administrator. To change this, hover over the User filter and click the **Edit filter** icon. [![Uncanny Automator user loop filter showing criteria “does not have role: Administrator,” with a highlighted Edit filter icon indicated by a blue arrow.](https://automatorplugin.com/wp-content/uploads/2024/01/user-loop-edit-filter-1024x412.png "user-loop-edit-filter")](https://automatorplugin.com/wp-content/uploads/2024/01/user-loop-edit-filter.png) In the modal that appears, select the users you would like to run the recipe on. Likelier than not, that is “Customers”. [![Uncanny Automator “Configure the loop filter” screen showing WordPress user criteria set to has role Customer.](https://automatorplugin.com/wp-content/uploads/2024/01/loop-filter-is-customer-1024x508.png "loop-filter-is-customer")](https://automatorplugin.com/wp-content/uploads/2024/01/loop-filter-is-customer.png) Once you’re finished click **Confirm**. #### **Step 4: Configure Your Action(s)** Within the User Loop, click **Add action** and select **Emails** from the menu of integrations. [![Uncanny Automator grid of integrations icons. The “Emails” integration is highlighted with a blue border.](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png "emails-integration")](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png) From the dropdown list, select “**Send an email**”. Automator will present you with a form to draft your email settings and copy. In the *To* field, click the **Asterisk** and select **User loop** > **User email**. This *token* will ensure that Automator cycles through the user emails for this action that satisfy the criteria in the Loop filter. [![Uncanny Automator email action token selector showing the “To” field with Loop expanded and “User email” selected, and the “Only email tokens” filter enabled.](https://automatorplugin.com/wp-content/uploads/2024/01/user-loop-user-email-token-1024x540.png "user-loop-user-email-token")](https://automatorplugin.com/wp-content/uploads/2024/01/user-loop-user-email-token.png) Next, you get to draft your re-engagement email. Stuck for ideas? Not sure what to say? Here are some samples with different strategies to get you started: **Sample 90-Day Re-Engagement Email 1** **Strategy:** *Short and sweet—gets straight to the point.* **Subject:** Hey {{first\_name}} — we miss you! **Body:** Hi {{first\_name}}, It’s been a while since your last order, and we just wanted to check in. A lot has changed since you last visited — new products, new deals, and even more of the stuff you love. So whether you’re looking to restock an old favorite or try something new, now’s a great time to take a look. 👉 \[Browse the store\] As always, we’re here if you have any questions. Hope to see you soon! — The \[Store Name\] Team **Sample 90-Day Re-Engagement Email 2** **Strategy:** *Leads with curiosity and newness rather than the relationship* **Subject:** {{first\_name}}, here’s what you’ve been missing **Body:** Hi {{first\_name}}, A lot can happen in 90 days — and we’ve been busy. Since your last order, we’ve added new products, refreshed some old favorites, and introduced a few things we think you’re really going to like. We won’t spoil the surprise, but it’s worth a look. 👉 \[See what’s new\] As always, free shipping on orders over \[threshold\] and our \[return policy\] means there’s nothing to lose. Talk soon, — The \[Store Name\] Team **Sample 90-Day Re-Engagement Email 3** **Strategy:** *Shorter, more conversational — skips the pleasantries and leads with a question* **Subject:** Can we ask you something, {{first\_name}}? Hi {{first\_name}}, We noticed it’s been a while since your last order, and we’re curious — is there anything we could be doing better? Whether it’s our product selection, pricing, or something else entirely, we genuinely want to know. And if everything’s great and life just got busy, no worries at all — we’re still here whenever you’re ready. 👉 \[Shop now\] or just hit reply and let us know what’s on your mind. Either way, it’s good to hear from you. — The \[Store Name\] Team Once you’ve drafted your email, click **Save**. #### **Step 5: Add an Action Filter** As the recipe is configured now, Automator will send the email to all of your Woo customers. Needless to say, not all of them are currently drooling over their keyboards. To target the inactive shoppers, we’ll add an action filter. Hover over the Emails action and click **Filter**. [![Uncanny Automator email action showing “Send an email to: User email,” with the Filter option highlighted by a blue arrow.](https://automatorplugin.com/wp-content/uploads/2024/01/user-loop-emails-action-filter-1024x564.png "user-loop-emails-action-filter")](https://automatorplugin.com/wp-content/uploads/2024/01/user-loop-emails-action-filter.png) In the modal that appears, select **Woo** > **The user has purchased a product in the past number of days**. [![Uncanny Automator filter condition modal with Woo category expanded, showing the option “The user has purchased a product in the past number of days” highlighted.](https://automatorplugin.com/wp-content/uploads/2024/01/woo-filter-user-has-purchased-product-last-number-of-days-941x1024.png "woo-filter-user-has-purchased-product-last-number-of-days")](https://automatorplugin.com/wp-content/uploads/2024/01/woo-filter-user-has-purchased-product-last-number-of-days.png) Automator will then present you with another modal where you can define the period of inactivity. Set the fields as follows: - **Condition:** “Has not” - **Product:** “Any product” - **Times:** “1” - **Days:** “90” (or your preferred period of inactivity) [![Uncanny Automator “Configure the rule” screen for WooCommerce showing condition set to “Has not,” product set to “Any product,” times set to 1, and days set to “90”.](https://automatorplugin.com/wp-content/uploads/2024/01/woo-user-has-not-purchased-in-90-days-1024x723.png "woo-user-has-not-purchased-in-90-days")](https://automatorplugin.com/wp-content/uploads/2024/01/woo-user-has-not-purchased-in-90-days.png) Once you’re finished, click **Save filter**. Now, Automator will only send the email to Woo customers who haven’t purchased any product in the past 90 days (or whichever period of inactivity you set). #### **Step 6: Go Live and Sound the Alarm** You’re just about ready to give your customers that virtual tap on the shoulder. All that’s left for you to do is to toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe box showing the user toggling the recipe from “Draft” to “Live”.](https://automatorplugin.com/wp-content/uploads/2024/01/re-engage-inactive-woo-customers-recipe-draft-to-live.gif "re-engage-inactive-woo-customers-recipe-draft-to-live")](https://automatorplugin.com/wp-content/uploads/2024/01/re-engage-inactive-woo-customers-recipe-draft-to-live.gif) *(Note: When you run this recipe for the first time, you could trigger hundreds (or even thousands!) of emails. Check with your web host and/or email delivery plugin first to make sure that you aren’t going to hit or exceed any send limits.)* ## **More Ways to Re-Engage Inactive WooCommerce Customers** If the smell of bacon and waffles is enough to wake anyone out of bed in a literal sense, then the sweet smell of savings should be enough to wake up inactive customers. At least, that’s the reasoning behind this small modification we made to the recipe we just created. [![Uncanny Automator workflow looping through users with the Customer role, filtering those who have not purchased any product in the past 90 days, then generating and emailing a WooCommerce coupon code.](https://automatorplugin.com/wp-content/uploads/2024/01/re-engage-inactive-woo-customers-personal-offer-recipe-1024x1019.png "re-engage-inactive-woo-customers-personal-offer-recipe")](https://automatorplugin.com/wp-content/uploads/2024/01/re-engage-inactive-woo-customers-personal-offer-recipe.png) When a simple tap on the shoulder isn’t enough, get your inactive WooCommerce customers back with an exclusive offer, tailored just for them. In the recipe pictured above, all we did was swap out our **Emails** action with an action to generate and email a personalized coupon code to our snoozing shopper. Want some help drafting your re-engagement email with a personalized offer? Here are some sample emails to get you started: ****Sample Personalized Re-Engagement Email 1**** **Best for:** *The direct call-out to re-engage with an offer* **Subject:** A little something to welcome you back, {{first\_name}} 🎁 Hi {{first\_name}}, We noticed you haven’t stopped by in a while — so we put together something just for you. Use the code below for **{{coupon\_amount}} off** your next order. No strings attached. Consider it our way of saying we’d love to have you back. **Your exclusive code: {{coupon\_code}}** *(Expires in 7 days — don’t let it go to waste!)* 👉 \[Claim your discount\] See you soon, — The \[Store Name\] Team ****Sample Personalized Re-Engagement Email 2**** **Strategy:** *Frames the discount as a reward rather than a win-back attempt* **Subject:** This one’s for you, {{first\_name}} Hi {{first\_name}}, As one of our valued customers, we like to make sure you’re taken care of — so we’ve set aside something just for you. Your exclusive discount code is waiting, but it won’t last forever. Use it on anything in the store and save **{{coupon\_amount}}** on your next order. **Your code: {{coupon\_code}}** *(Valid for the next 7 days)* 👉 \[Shop now and save\] Thanks for being a customer. We hope to see you soon. — The \[Store Name\] Team ****Sample Personalized Re-Engagement Email 3**** **Strategy:** *Shorter and more direct—leans on scarcity and time pressure* **Subject:** {{first\_name}}, your discount expires soon ⏰ Hi {{first\_name}}, Just a quick heads up — we generated a discount code for you, and it’s only valid for a few more days. **{{coupon\_code}} — save {{coupon\_amount}} on your next order.** That’s it. No catch, no minimum spend. Just a discount on anything you’d like, waiting for you to claim it. 👉 \[Use my code before it expires\] See you soon, — The \[Store Name\] Team ## **Track Inactive WooCommerce Customers in Your CRM** CRMs such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Drip**](https://automatorplugin.com/share/drip/) and [**MailPoet**](https://automatorplugin.com/share/mailpoet/) are great for tracking your contacts who haven’t been reading your emails. However, without Automator, these CRMs have no idea what’s happening in your WooCommerce store. And what good are emails that don’t convert readers into buyers? [![Uncanny Automator workflow looping through users with the Customer role, filtering those who have not purchased any product in the past 90 days, then adding a Mailchimp tag to the user’s email.](https://automatorplugin.com/wp-content/uploads/2024/01/tag-inactive-woo-customers-in-mailchimp-recipe-969x1024.png "tag-inactive-woo-customers-in-mailchimp-recipe")](https://automatorplugin.com/wp-content/uploads/2024/01/tag-inactive-woo-customers-in-mailchimp-recipe.png) In the recipe pictured above, instead of using an Emails action, we’ve tagged our inactive customers in Mailchimp. If you prefer to manage your emails through your CRM, check out our list of [**253 integrations**](https://www.automatorplugin.com/integrations) to see if Automator connects with your preferred platform. If you don’t see it right now, check back soon—we’re always adding more integrations! ## Conclusion Well, if that didn’t wake your inactive WooCommerce customers from their slumber, they might not be sleeping… As promised, in this article, we showed you how ​​to define, identify and target inactive customers. Then we showed you a few different ways to integrate your WooCommerce store with your other apps and plugins to create personalized and high-converting re-engagement campaigns. If you’re still not sure how Automator can help you shake your customers out of their hibernation, drop us a line in the comments section below. We promise, U-Bot is never sleeping! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** custom user fields addon, woocommerce --- ### [The Complete Guide to WordPress Content Automation — From Idea to Impact](https://automatorplugin.com/complete-guide-to-wordpress-content-automation/) **Published:** February 26, 2026 **Author:** Brendan Da Costa **Content:** *Content automation is a crucial part of any modern WordPress site. Learn how to automate every stage of content creation, from the editorial calendar to SEO updates, all enhanced with the latest AI models.* **TLDR? Get the highlights:** **WordPress content automation** uses triggers, actions, and AI to connect your plugins and apps to create, optimize, and distribute content for you so you can publish more while typing less. **This guide covers** how content automation works, how to set up **Uncanny Automator** as the engine behind your content workflows, and where to start for maximum impact. - **Content creation automations:** AI-generated blog posts, featured images, product descriptions, and landing page copy. - **SEO & optimization automations:** automated meta descriptions, internal linking audits, and keyword-optimized titles. - **Publishing & distribution automations:** one-click social sharing to Facebook, X, LinkedIn, Instagram, Discord, and other platforms with AI-tailored captions. - **Content management automations:** bulk post updates, content decay reversal, editorial calendar workflows, and automated reporting. - **Pro tips & frameworks:** human-in-the-loop AI, the content refresh schedule, and the [**R.I.C.H. Framework**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview) (FREE download!) for identifying your next automation opportunity. [**Start automating your WordPress content >>>**](https://automatorplugin.com/pricing) ## **Introduction: WordPress content automations that help you “Work Less. Publish More.”** Publishing content on your WordPress site and other distribution platforms was supposed to be simple—after all, WordPress is the best CMS there is. So, why does it feel like you’re on a content treadmill that keeps accelerating? We could blame the rapidly changing world of SEO and AIO. We could talk about writer’s block and burnout. We could point the finger at the sheer number of platforms to manage. While those are all valid reasons, they all boil down to essentially the same thing: so much to write, so little time. Blog posts get outlined and then sit in limbo. Social channels go quiet for days that turn into weeks. Evergreen content decays because nobody has time to update it. SEO metadata goes stale and falls off the SERP cliff. A content calendar that exists in theory… somewhere. You’re not alone. Sadly, that’s the reality for thousands of WordPress content creators, bloggers, and marketing teams. **But WordPress content automation can change all of that.** Instead of manually running every stage of your content workflow, automation lets you build a content engine that delivers consistent, high-quality work and markets it across your channels. All leaving you with less typing, fewer clicks, and much more content so you can finally step away from that blank page and blinking cursor. - Your favorite LLM drafts blog posts, creates images, and churns out social captions from a single prompt. - New posts publish and distribute across every social channel automatically. - SEO titles and meta descriptions are generated and optimized without you ever leaving your editor. - Aging content is flagged, refreshed, and republished on a schedule. - Editorial workflows notify the right people at the right time—from idea to outline to publication and engagement. - Performance data flows into reports that land in your inbox, not in another tab you forgot to check. And all of that while you step away from your keyboard. Uncanny Automator puts this kind of automation at your fingertips—connecting your favorite plugin and apps with AI-enhanced workflows that execute your content strategies. That’s the promise of WordPress content automation: **getting your website to create, optimize, and distribute content for you so you can finally tell your business’ story**. Ready to see what that looks like in practice? Let’s get started. ## **WordPress content automation: how automation and AI work together for you** ### **Content automation in WordPress** You’ve probably already used automation without thinking about it. If you’ve ever scheduled a WordPress post to go live at 8 AM on a Tuesday, that’s automation: a **trigger** (the scheduled time arrives) **fires an action** (the post publishes) and **produces an outcome** (your content is live without you clicking “Publish”). WordPress content automation is that same logic, scaled across your entire workflow. A draft is saved → Slack notifies your editor. A post goes live → it’s pushed to five social channels. A post turns 12 months old → it’s flagged for a content refresh. A form is submitted → AI generates a blog post and saves it to WordPress. Every automation follows the same pattern: **trigger → action → outcome**. The difference between scheduling a single post and running a full content engine is just how many of those chains you have running at once and how they work together. That’s the automation side—the **brawn** of your content operation. It executes reliably, instantly, and the same way every time. ### **AI content generation for WordPress** AI, on the other hand, is the **brains** of your content operation. Where automation follows rules, AI generates. It can draft a blog post from a prompt, create a featured image from a description, write platform-specific social captions, suggest SEO improvements, and summarize a 3,000-word article into a newsletter blurb. AI adapts its output based on context, which is exactly what content work demands. For content creators, AI isn’t an optional add-on to automation—it’s a core part of the engine. [![Venn diagram illustrating automation vs AI capabilities, with automation tasks like scheduled posting and CRM tagging on the left, AI tasks like content generation and image creation on the right, and their overlap showing the future of WordPress through agentic AI.](https://automatorplugin.com/wp-content/uploads/2025/08/automation-vs-ai-venn-diagram-1024x576.png "automation-vs-ai-venn-diagram")](https://automatorplugin.com/wp-content/uploads/2025/08/automation-vs-ai-venn-diagram.png) The real power, though, comes from combining them. Automation without AI can distribute your content—but it can’t create it. AI without automation can draft a blog post—but it can’t publish it, promote it, or track its performance. Together, they form what’s called **agentic AI**: intelligent workflows where AI makes decisions and automation carries them out. Here’s what that looks like in practice: you click “Publish” on a blog post. Automation detects the trigger and passes the post content to an AI platform. AI generates an optimized excerpt for LinkedIn, a punchy caption for X, and an image description for Instagram. Automation then publishes each one to the right channel, logs the event to Google Sheets, and notifies your team in Slack. One action from you. Six outcomes. (And zero headaches.) That’s the kind of workflow **Uncanny Automator** is built for—and it’s why Automator has 7+ AI platform integrations *plus* an AI assistant of its own, Uncanny Agent. (For a deeper look at how automation and AI work together in Uncanny Automator, check out our guide: [**Automation vs AI: The Brawn and Brains of Your WordPress Website**](https://automatorplugin.com/automation-vs-ai/).) ### **The Content Engine: automation + AI across the content lifecycle** So: automation is the brawn that executes your workflows and AI is the brains that creates your content. But how do they fit together across your entire content lifecycle? It helps to think about the two sides of content work. On the production side—planning, creating, and optimizing content—AI does most of the heavy lifting. It generates drafts, creates images, writes SEO metadata, and suggests improvements. Automation supports AI by saving drafts to WordPress, routing them for review, and enforcing quality checks. You might know this side as **content automation**. On the distribution and performance side—publishing, promoting, and measuring content—automation takes the lead. It pushes posts to social channels, logs analytics to Google Sheets, delivers reports to your inbox, and coordinates multi-channel campaigns on a schedule. AI supports automation by generating platform-specific captions, summarizing content for newsletters, and surfacing insights from performance data. This side is often called **content marketing automation**. Most tools handle one side or the other. **Uncanny Automator handles both**, integrating the production side with the distribution side in a single, harmonious ecosystem. We call this the Content Engine Loop. Here’s what that looks like at each stage of the content lifecycle. #### **Content ideation + planning** Every piece of great content starts with an idea—but ideation doesn’t have to start with a blank page. Use AI to analyze trending topics, identify keyword gaps, and generate data-backed content briefs. Next, integrate your AI content tool with your project management tool and auto-populate your content calendar—all from a single click. #### **Content creation** This is where AI saves the most visible time. Use powerful AI platforms—OpenAI, Claude, Gemini, Perplexity, etc.—to complete blog post drafts from simple form submissions. A published post can also trigger AI to generate a newsletter summary, a LinkedIn post, and a tweet—each tailored for its platform. #### **SEO + AIO** Creating great content is only half the equation. If nobody can find it, it doesn’t matter how good it is. Automation takes the grind out of SEO by generating titles optimized for engagement, keyword-rich meta descriptions, and descriptive alt text, all with AI. Then leverage AI’s speed to check for keyword density, distribution, and even rich snippet opportunities. #### **Publishing + editorial workflows** The path from “done” to “live” is where many content teams lose the most time—not because the content isn’t ready, but because the approval process is full of friction. Automation removes those bottlenecks: when a writer saves a draft, an AI model like Claude performs a simple review then Slack hands that off to the editor. When the editor approves, the post publishes automatically. #### **Distribution + promotion** Publishing is just the beginning. The moment a post goes live, automation can push it to your favorite social platforms with AI-generated, platform-specific content. Simultaneously, automation notifies email subscribers, posts to activity streams, and alerts affiliates. Integrate that with an RSS feed and your content is syndicated! #### **Content updates** Content decay—the gradual loss of search ranking as posts age and information becomes outdated—is one of the biggest silent threats to organic traffic. Schedule automations that flag content older than a specified threshold, send it to AI for refreshed copy and updated SEO metadata, and create a ClickUp or Notion task for your team to review. #### **Reporting + analytics** Every stage of the Content Engine Loop generates data. The question is whether it reaches you in time to act on it. Automation ensures it does. Log performance metrics—pageviews, click-throughs, comments, etc.—to Google Sheets automatically. Schedule weekly reports and get key insights from AI, delivered right to your inbox. ## **What you need to automate your WordPress content** If you’re a blogger or content creator, your tech stack probably looks something like this: WordPress for publishing, AIOSEO or Yoast for search optimization, an AI platform or two for drafting, ideation, and spelling and grammar checks, a handful of social media accounts you’re supposed to be posting to, your email platform or CRM, and maybe a Google Sheet that’s doing its best impression of an editorial calendar. Each of those tools is good at its job. The problem is that none of them talk to each other. Your AI draft lives in one tab. Your SEO analysis and strategy live in another. Your social accounts live in five more. Your email is somewhere off on its own. And you’re the one copy-pasting and syncing data between all of them. **Uncanny Automator** eliminates the copy-paste. It’s an AI and automation plugin for WordPress that connects your content tools into workflows that move content from one stage to the next without you being the middleman. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) ## What makes [Automator](https://www.automatorplugin.com/pricing) an essential WordPress content tool? So, why Automator over the dozens of other automation tools in the WordPress ecosystem—or an expensive SaaS product like Zapier? For content creators such as yourself, a few capabilities set it apart. - **Automator knows your content, inside and out:** Automator doesn’t just see that a post was published—it sees the title, the category, the publish date, the author, the custom fields, and the featured image. That means your automations can make smart decisions: only distribute posts in the “tutorials” category to LinkedIn, or only flag posts older than 12 months from a specific author for a content refresh. The deeper the data, the smarter the workflow. - **Publish more without paying more:** Most automation platforms charge per workflow or per execution—which means the more content you produce, the more you pay. Automator flips that script: flat pricing, unlimited automations. Whether you’re publishing three posts a week or thirty, the cost doesn’t change. For bloggers scaling their output with AI, that math matters. - **7+ AI integrations:** Connect OpenAI, Claude, Gemini, Perplexity, Grok, Mistral, Cohere, and more. Generate text, images, summaries, and translations within your workflows. Use different models for different tasks—one for keyword research, another for drafting, and a third for image generation. - **Post Loops for content at scale:** Bulk-update hundreds of posts in a single click. Add AI-generated SEO summaries, change categories, update metadata, reverse content decay, and restructure your content library—all without editing posts one by one. - **An AI assistant for content teams:** Execute real workflows—whether it’s building automations or generating reports—simply by asking. Talk to **Uncanny Agent** as you would talk to a real editorial assistant, turning plain-language requests into real content operations. - **Your entire publishing stack, connected:** AIOSEO for search optimization. Uncanny Agent (or your preferred LLM) for drafting. Google Sheets for your editorial calendar. ClickUp, Asana, or Notion for task management. Facebook, X, LinkedIn, Instagram, Discord. and more for distribution. Mailchimp or Kit for newsletters. Automator connects all of them so your content flows from ideation to inbox faster, smoother, and with better results. The result: a content operation where the only thing you do manually is the writing you actually want to do. ### **Get started with Uncanny Automator** There’s an automated future filled with all of the benefits that we’ve been talking about just a few short clicks away. But, just before we get into the details, let’s get you set up with Uncanny Automator. [**Claim your Pro license. Reclaim your time >>>**](https://automatorplugin.com/pricing) 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). ## **Where to start & the content automations that get views and clicks** Automator is installed. Your content tools are connected. Now what? The honest answer: it depends on where your content workflow hurts the most. If you’re a solo blogger drowning in social media posting, start there. If you’re running a content team and the bottleneck is the draft-to-publish pipeline, that’s a good kick-off point. If you have 500 blog posts with stale meta descriptions, tackle those first. There’s no single “right” first automation. But there are patterns. Below are some of the content automations that bloggers and content teams build first—and the ones that deliver the fastest relief. ### **AI Content Creation & Blogging** Automations that use AI to generate, draft, and enhance your WordPress content. #### [**How to Use AI Writing Tools in WordPress: Generate Blog Posts, Images, and Social Content Automatically**](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) From ideation to publication, this guide shows you how to use Automator and your preferred AI platform to generate blog posts, featured images, meta descriptions, and social media captions—all from within your WordPress dashboard. One tool. Every content format. Whether you’re a solo blogger or managing a content team, you’ll learn how to turn a single prompt into a complete, publish-ready draft. #### [**The Best AI Writing Plugin for WordPress**](https://automatorplugin.com/ai-writing-plugin-for-wordpress/) Not sure which AI writing tool to choose for your WordPress site? This guide compares the options and shows you how Uncanny Automator and AIOSEO combine AI-powered writing, SEO optimization, and automated distribution into a single content workflow. Generate blog posts for pennies, optimize them for search engines, and promote them on social media—without ever leaving your dashboard. #### [**How to Auto-Generate AI Images for WordPress with DALL·E**](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) Stop scouring stock photo sites for the perfect image. This guide shows you how to generate stunning, original visuals with DALL·E and Automator—automatically adding them to your WordPress media library for blog posts, product pages, and social media. From custom featured images to member avatars and social graphics, AI image generation is faster, cheaper, and more on-brand than stock photography. ### **SEO, AIO & Content Quality** Automations that improve your search rankings, readability, and content quality before and after you hit publish. #### [**Increase WordPress Blog Traffic with Automation: 7 Proven Strategies**](https://automatorplugin.com/how-to-get-more-blog-traffic/) From AI-powered SEO to strategic push notifications, these proven strategies can get more eyes on your content. Learn how to use Automator, AIOSEO, and AI to drive organic traffic, manage internal linking, optimize your evergreen content, and keep your blog visible in an increasingly competitive search landscape. ### **Publishing & Editorial Workflows** Automations that streamline the path from draft to published post. #### [**The Best Way to Bulk Edit WordPress Posts**](https://automatorplugin.com/the-best-way-to-bulk-edit-wordpress-posts/) Manually updating hundreds of posts can feel like trying to empty the ocean with a bucket. With Automator’s Post Loops feature, you can manage all of your WordPress content with one click—adding tags, updating metadata, changing post types, bulk-adding AI-generated SEO summaries, and more. If it involves editing posts at scale, Post Loops handles it. ### **Social Media Distribution & Content Promotion** Automations that amplify your content reach across social channels without manual posting. #### [**How to Connect WordPress to Facebook (A Beginner’s Guide)**](https://automatorplugin.com/connect-wordpress-to-facebook/) Get started with the basics of social media content automation. Learn how to set up a no-code connection between your WordPress site and Facebook account so you can start promoting your content without adding more work. #### [**Auto Post From WordPress to Social Media: Facebook, Instagram, X, and More**](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) Publishing a blog post is just the beginning. This guide shows you how to automatically push new content to Facebook Pages, X, LinkedIn, Instagram, Discord, and more the moment it goes live—plus how to use AI to tailor captions for each platform. No more logging into five different accounts to share one piece of content. One publish action, unlimited distribution. #### [**The Best FREE Social Media Plugins for WordPress**](https://automatorplugin.com/the-best-free-social-media-plugins-for-wordpress/) Not sure which social media plugin is right for your WordPress site? This comprehensive comparison covers post-to-social plugins, social sharing buttons, social feed embeds, and analytics tools. #### [**Create an Instagram Worthy Blog With Automator**](https://automatorplugin.com/create-an-instagram-worthy-wordpress-blog-with-automator/) Learn the best strategies for turning your blog content into share-worthy Instagram posts. Find out automation strategies specifically aimed at helping you go viral on Instagram. ### **Content Updates & Evergreen Maintenance** Automations that keep your content fresh, relevant, and ranking. #### [**How to Automatically Reverse WordPress Content Decay**](https://automatorplugin.com/reverse-wordpress-content-decay/) Every piece of content has its moment in the sun—but content decay can steal it away. This guide shows you how to use Automator, AI, and project management tools to automatically detect aging content, generate refreshed copy, update SEO metadata, and create editorial tasks for your team to review. Keep your content library evergreen without manual audits. #### [**How to Easily Change WordPress Post Types in Bulk**](https://automatorplugin.com/how-to-easily-change-wordpress-post-types-in-bulk/) Restructuring your content library? This guide shows you how to use Automator’s Post Loops to change post types individually or in bulk, update custom fields and metadata, and streamline your content management at scale. Whether you’re converting posts to pages, reorganizing taxonomies, or cleaning up years of accumulated content, Automator makes it painless. ### **Everything else** Not sure what to automate next? Here at Uncanny Automator, we developed the **R.I.C.H. Framework** to help businesses like yours identify opportunities for automation. The concept is pretty simple. Any task that satisfies one or more these criteria is ready to be automated: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of records (customers, products, etc.). - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Here’s a freebie to help you: [**Preview and use the R.I.C.H. Framework template**](https://docs.google.com/spreadsheets/d/1A7ueoYuFwH5o1iKAgsW4PkRuyOoY7rrtwlzjzl8RBMw/template/preview). ## **Pro tips for automating your WordPress content** Before you build your next recipe, a few lessons from the bloggers and content teams who’ve been automating the longest. **1. Start with distribution, then work backward** Most content teams automate creation first—but distribution is where the biggest time savings hide. Set up the “publish → distribute” automation first. Once every new post automatically goes to social, email, and Slack, you’ll feel the relief immediately. Then layer in AI creation, SEO optimization, and content refresh workflows. Build from the end of the loop backward. **2. Keep humans in the loop for AI-generated content** AI can draft a blog post in seconds. But publishing AI-generated content without human review is a recipe for brand damage. Whatever your workflows, take the “human-in-the-loop” approach. Always set AI-generated content to “Draft” status so a real person can review, edit, and approve before it goes live. Automation handles the grunt work; you handle the quality gate. The best content is AI-assisted, not AI-replaced. **3. Build a content refresh schedule, not just a publishing schedule** Most editorial calendars only track new content. But your existing content is a revenue-generating asset that decays over time. Use Automator’s Schedule integration to create recurring audits—flagging posts older than 6 or 12 months and sending them through an AI-powered refresh workflow. The best content strategies don’t just produce; they maintain. **4. Use conditional logic to route content by type** Not all content should be distributed the same way. Use Automator’s filters and conditions to create different publishing pathways: blog posts go to LinkedIn and X; product announcements go to Facebook and Instagram; case studies trigger an email campaign. One automation engine, multiple content strategies. **5. Centralize your editorial calendar in a tool Automator can talk to** Google Sheets, Asana, ClickUp, Notion, Airtable—pick one and make it the single source of truth for your content pipeline. Connect them to your site with Automator to create tasks, update statuses, and sync data like publication dates, authors, meta descriptions, and more. The more integrated your various editorial tools are, the less manual coordination your team needs and the smoother your content pipelines flows. ## **Final steps: Work less. Publish more.** If you’ve read this far, you’re probably already thinking about which automation to build first and how to scale from there. Good. That instinct of, “This one thing is eating my time,” is exactly where to start. Pick that one workflow. Build the recipe. Watch it run. Then ask yourself what else you’re doing manually that a trigger and an action could handle. That’s how a content treadmill becomes a content engine—one automation at a time. Your blog has things to say. Automator makes sure they get said. [**Get started with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently asked questions about WordPress content automation** **What is WordPress content automation?** WordPress content automation is the process of using integration tools and AI platforms to create agentic workflows that create, publish, and promote content. Tools like [**Uncanny Automator**](https://automatorplugin.com/pricing) connect your site’s plugins and external apps so content tasks happen automatically. When a blog post is published, it’s shared to social media. When content ages past a threshold, it’s flagged for review. When an AI draft is generated, it’s saved to WordPress for editing. Instead of ma nually managing every step, automation handles the repetitive work so you can focus on strategy and creativity. **What is the difference between content automation and content marketing automation?** Content automation typically refers to the production side of content—creating, optimizing, and managing. Content marketing automation focuses on the distribution and performance side—sharing, promoting, and measuring content’s impact. In practice, the most effective workflows handle both. Tools like [**Uncanny Automator**](https://automatorplugin.com/pricing) bridge the gap by automating the full content lifecycle, from AI-powered creation and SEO optimization to social distribution and performance reporting. **What’s the best WordPress content automation plugin?** The best WordPress content automation plugin depends on your needs, but [**Uncanny Automator**](https://automatorplugin.com/pricing) stands out for 200+ app and plugin integrations, 7+ AI platform integrations, Post Loops for bulk content management, and no per-automation fees. **Can AI write blog posts for WordPress automatically?** Yes. With Uncanny Automator, you can connect OpenAI, Claude, Gemini, or any supported AI platform to generate complete blog post drafts including title, body, excerpt, and featured image. We recommend setting AI-generated posts to “Draft” status so a human can review, edit, and refine the content before publishing. AI handles the heavy lifting; you maintain the high quality. **How do I automate social media posting from WordPress?** Uncanny Automator can automatically publish content to Facebook, X, LinkedIn, Instagram, and more when a blog post goes live or a custom trigger fires. You can even use AI integrations to generate platform-specific captions automatically—so your LinkedIn post reads differently from your Instagram caption without you having to write it yourself. **Can I automate SEO and AIO for WordPress content?** Yes. Automator’s AI integrations can generate meta titles, meta descriptions, alt text, and internal linking suggestions. Combined with AIOSEO, you can automate many SEO and AIO tasks that are typically done manually for each post—saving time while improving your search visibility across your entire content library. **What is content decay and can automation fix it?** Content decay is when posts lose search ranking over time due to outdated information, increased competition, or lost backlinks. Automator can schedule recurring content audits, flag aging posts, send them to AI for refreshed copy and updated SEO metadata, and create editorial tasks in tools like ClickUp or Asana for your team to review—all automatically. **Is content automation worth it for small blogs?** Absolutely. Small blogs and solo content creators often benefit the most because they’re wearing every hat. Even simple automations—like auto-posting to social media when a new post goes live, generating meta descriptions with AI, or scheduling content refresh reminders—can save hours every week and ensure your content reaches your audience. **Can I automate content creation without coding?** Yes. Uncanny Automator is a no-code, automation and AI plugin for WordPress, which means you build workflows using a visual interface. If you can point and click, you can automate your WordPress content. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [Automator 7.0: New Integrations & the Foundation for What's Next](https://automatorplugin.com/automator-7-0-new-integrations-the-foundation-for-whats-next/) **Published:** February 5, 2026 **Author:** Ken Young **Content:** *Uncanny Automator 7.0 is a milestone release. It adds new integrations, rebuilt form support, many quality-of-life improvements, and it lays the groundwork for something big.* ![Illustration announcing an Automator update, showing a laptop with upward arrows and icons for WordPress, Gravity Forms, and WPForms integrations, alongside the text “Automator Update — New Integration Features.”](https://automatorplugin.com/wp-content/uploads/2026/02/automator-7-0-release-featured-image.png) We’re excited to announce the releases of Uncanny Automator 7.0 for both the [Lite](https://wordpress.org/plugins/uncanny-automator/) and [Pro](https://automatorplugin.com/pricing/) plugins. These are significant updates that lay the groundwork for major upcoming features while delivering new integrations, improving existing ones, and adding a number of improvements that make your automations more powerful and more reliable. We recognize that 7.0 is a big version jump, and there’s a reason for that. Under the hood, significant architectural changes have been made to support exciting new capabilities, including something called “Uncanny Agent”. “Agent” is a new AI-powered WordPress assistant built directly into Automator that understands plain language and can perform real tasks on your site. Picture creating recipes by describing what you want, completing admin activities, and even answering questions about data on your WordPress site. It’s currently in beta; a full public release is coming soon, and we’ll have a post here with the full details as soon as it’s available. Let’s talk about what’s new in the 7.0 releases that you can use right now. ## New Integration: WP Event Manager (Lite) Event management sites now have more options in Automator workflows. The 7.0 Lite release adds [WP Event Manager](https://automatorplugin.com/integration/wp-event-manager/) as a new plugin integration, with both a trigger and an action now available: - **New Trigger**: An attendee registers for an event - **New Action**: Register an attendee for an event Perhaps when an attendee registers for an event you could add them to a [Mailchimp](https://automatorplugin.com/integration/mailchimp/) mailing list, send a personalized email, and log the registration in an attendance template in [Google Sheets](https://automatorplugin.com/integration/google-sheets/). The action makes it easy to automatically register users for events when they complete a purchase, fill out a form, or perform some other activity. ## Gravity Forms: Major Overhaul (Lite + Pro) Gravity Forms was one of our earliest integrations and in need of an upgrade. The changes in 7.0 represent a ground-up rebuild that improves trigger reliability, adds expanded token support, and even adds some new features, including: - **New Trigger**: A form entry is updated to a status - **New Action**: Update an entry of a form These additions give you finer control over form-based workflows. Respond more quickly to status changes and update entries based on other user activity. **Important**: If you’re running Gravity Forms recipes, please make sure that you update **both** Automator Lite and Pro plugins to 7.0 at the same time. ## New Actions in Popular Integrations Beyond WP Event Manager and Gravity Forms, the 7.0 release adds new actions for several existing integrations. Here’s what’s new: - [**FluentCRM**](https://automatorplugin.com/integration/fluentcrm/): Add or update a contact - [**Groundhogg**](https://automatorplugin.com/integration/groundhogg/): Add a contact to a tag - [**Groundhogg**](https://automatorplugin.com/integration/groundhogg/): Remove a contact from a tag - [**Formidable Forms (Pro)**](https://automatorplugin.com/integration/formidable-forms/): Create an entry for a form ## Platform Improvements in 7.0 The Uncanny team is always working hard at improving Automator, including behind the scenes. The 7.0 releases add a number of updates that make Automator better across the board, including: - **Bluesky** and **X** now support line breaks in posts. - **Telegram** supports sending messages using WYSIWYG-powered HTML formatting. - **DeepSeek** has been retired. - **Under the hood**, a new capability system replaces old manage\_options checks, RESTful endpoints have been added for recipe item CRUD, and the frameworks have been updated for a number of plugins. These might not be flashy changes, but they make 7.0 faster, more secure, and easier to extend. ## New Third-Party Integration: PressPrimer Quiz We’re also excited to welcome a new third-party integration to the Automator family: [PressPrimer Quiz](https://automatorplugin.com/integration/pressprimer-quiz/). PressPrimer Quiz is a free enterprise-grade quiz plugin for WordPress with features like AI-powered question generation, Automator support, anti-cheat protection, and deep integrations with LearnDash, Tutor LMS, LifterLMS, and LearnPress. PressPrimer Quiz automatically detects Automator and adds three triggers: - A user completes a quiz - A user passes a quiz - A user fails a quiz ![PressPrimer Quiz Triggers](https://automatorplugin.com/wp-content/uploads/2026/02/pressprimer-quiz-triggers.png) Each trigger comes with a rich set of tokens, including quiz score, points earned, time spent, pass/fail status, HTML-formatted question-and-answer data, and a lot more. Check out [PressPrimer’s integration guide for Automator](https://pressprimer.com/knowledge-base/pressprimer-quiz/integrations/uncanny-automator/?ref=31) (or watch [the video](https://youtu.be/2qa2x6D9L08)) and grab the [free plugin from WordPress.org](https://wordpress.org/plugins/pressprimer-quiz/). Premium add-ons with features like xAPI support, import/export, audit history, and additional reports are also available, and there’s a [launch sale happening now](https://pressprimer.com/pressprimer-quiz-pricing/?ref=31). ## Update Now Uncanny Automator 7.0 is available now for both Lite and Pro users. As always, we recommend updating both plugins at the same time, especially if you use Gravity Forms. And if you’re not on Pro yet, now is a great time to [upgrade](https://automatorplugin.com/pricing/) and unlock the full power of WordPress automation. Happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-1687361045392-300x300.jpeg) Ken Young Ken is the co-founder of Uncanny Owl. With a background that ranges from running a solo web agency to developing eLearning at Google he brings a wealth of experience to building innovative, user-focused products. [See Full Bio](https://automatorplugin.com/author/ken/) [ ](https://automatorplugin.com/author/ken/) **Categories:** Plugin News --- ### [Personal Learning Paths in eLearning](https://automatorplugin.com/personal-learning-paths/) **Published:** August 27, 2018 **Author:** Ryan Moore **Content:** **TLDR? Here are the takeaways…** Uncanny Automator lets you create fully automated personal learning paths in WordPress—no code, no hidden fees, no custom development. Just results. Personal learning paths deliver: - improved retention rates, - improved learner engagement, - higher ROI for training and development, and - better outcomes for learners. In this guide, I’ll show you how to create personal learning paths and give you some ideas for creating new learning experiences. **↓ Jump ahead—show me how now! ↓** Everyone learns differently—so why do so many online courses treat every learner the same? **Personalized learning paths** allow you to guide each student to the right lesson, the right activity, and the right next step based on what they know, how they perform, and what they need. But here’s the catch: **most WordPress LMS plugins can’t build truly dynamic, automated paths on their own**. That’s where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in. With no-code automations and AI integrations, you can create automated personal learning paths in your WordPress LMS. No expensive custom development or complicated workarounds. In this guide, I’ll show you how personalization improves engagement, retention, training, and even ROI. You’ll see how to start building personalized learning experiences in WordPress using Automator (plus a few ready-to-steal ideas you can implement in just a few minutes, starting today). Let’s get personal. ## **Personalized Learning Paths by the Numbers** Personalized learning paths aren’t just a “nice-to-have” feature—they deliver measurable improvements across education and corporate training. When learning adapts to the individual, learners stay engaged longer, retain more information, and produce better outcomes, while organizations see stronger returns on their training investments. ### **Improved Retention** Retention is one of the clearest wins of personal learning paths. Learners in personalized learning programs score [**up to 30% higher**](https://www.matsh.co/en/statistics-on-personalized-learning-effectiveness/) on standardized tests than those in traditional, one-size-fits-all environments. By tailoring content to a learner’s current knowledge and progress, personalized paths reduce cognitive overload and reinforce concepts at the right time. In other words, **personalization = permanence.** ### **Improved Engagement** Engagement rises dramatically when learners feel seen. [Studies](https://www.matsh.co/en/statistics-on-personalized-learning-effectiveness/) show that **75% of students in personalized learning environments** report feeling engaged, compared to just **30% in traditional settings**. Adaptive paths keep learners moving forward with relevant content, reducing boredom, frustration, and dropout rates while increasing motivation and participation. ### **Better ROI for Corporate Training** For organizations, personalization translates directly into ROI. Personalized digital learning initiatives report [**returns as high as 353%, or $4.53 for every dollar invested**](https://thegrowthfaculty.com/articles/TheGoodNewsstaffbenefitgivesyou353ROIforevery1spent). Personalized learning paths minimize wasted training time, accelerate skill acquisition, and ensure learners focus on the content that makes the biggest impact on performance metrics. ### **Better Outcomes for Learners** Personalized, AI-enhanced learning improves outcomes by [**up to 30%**](https://www.engageli.com/blog/ai-in-education-statistics) compared to traditional approaches. By responding dynamically to learner behavior and performance, personalized paths help learners master skills faster, build confidence, and apply knowledge more effectively in real-world scenarios. ## **How to Create Personalized Learning Paths in WordPress** Creating personalized learning paths in WordPress isn’t something most LMS plugins can do on their own. That’s why we built **Uncanny Automator**. ### **Uncanny Automator: eLearning, Unleashed** [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration plugin for WordPress sites. For WordPress users with an LMS like LearnDash, TutorLMS, or MemberPress Courses, Automator is a game-changer. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) Instead of delivering the same boilerplate experience to every learner—or shelling out thousands of dollars for custom development—Automator brings the power of customization to your fingertips. No code. No hidden costs. Here’s how Automator unleashes the full potential of your WordPress LMS: - **Filters and Conditions:** At its core, personalization in elearning comes down to creating different paths. Using filters with conditions that you define, you can send learners down the path that is best-suited to them without manually sorting them yourself. Whether it’s speeding up course completion for advanced learners or scheduling one-on-one time with an instructor after a poor quiz result, filter your learners automatically. - **AI Integrations:** Automator integrates with leading AI tools—including **ChatGPT**, **Claude**, and **Perplexity**—so learning paths don’t just branch; they adapt. You can generate personalized explanations, summaries, feedback, or next-step recommendations based on quiz results, lesson progress, or learner behavior—automatically. - **Dynamic Content Addon:** With Automator’s **Dynamic Content Addon**, you can display personalized content directly inside lessons or on a learner’s account page. Combined with real-time learner data and AI responses, you can even create personal tutors! - **eLearning Ecosystem:** Automator works alongside other Uncanny Owl tools like **Tin Canny Reporting**, **Uncanny Redemption Codes**, and **Toolkit Pro** to further enhance the elearning experience. Whether you’re looking for deeper insights or more flexible enrollment options, there’s an Uncanny ecosystem to help you flesh out your LMS. The result? Personalized learning paths that are automated, scalable, and surprisingly simple to build. [**Build personalized learning paths with Automator >>>**](https://www.automatorplugin.com/pricing) ### **Step-by-Step: Personalized Learning Paths in WordPress** In this section, I’ll walk you through setting up your first personal learning paths in your WordPress LMS. [![Uncanny Automator recipe to create an automated personal learning path in WordPress. The automation enrolls the user in a course titled, “Advanced Automation 5” if they pass a quiz titled “Advanced Automation Quiz 5” with a score of 90% or more.](https://automatorplugin.com/wp-content/uploads/2018/08/personal-learning-path-automation-1024x655.png "personal-learning-path-automation")](https://automatorplugin.com/wp-content/uploads/2018/08/personal-learning-path-automation.png) In the Automator recipe pictured above, any learner who completes a quiz with a score of 90% or more will automatically be enrolled in an advanced course. Before I show you how to create a recipe like that one, you’ll need to install Uncanny Automator. **Installing Uncanny Automator:** 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Plugins** > **Add new**. In the search bar, enter “uncanny automator” and click **Install** and **Activate**. (This installs the free version of Uncanny Automator which **must be active** to use Automator Pro features.) 2. Purchase your **Automator Pro – Elite** license from the [Automator pricing page](https://automatorplugin.com/pricing/). 3. Once purchased, you can **download the latest version** of Uncanny Automator Pro inside [your Automator account](https://automatorplugin.com/my-account/downloads/). 4. After downloading the .zip file, navigate to **Plugins** > **Add New** in /wp-admin/. Click the **Upload Plugin** button, select the Pro .zip file then **install and activate** the plugin. 5. Once activated, be sure to visit **Automator** > **Settings** in /wp-admin/ to enter your license key (in your purchase confirmation email). For a more detailed walkthrough, [click here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). Now that you have Automator installed and activated on your WordPress site, it’s time to create your first personal learning path. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe, “Personal Learning Path: Add User to Advanced Course”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations select **LearnDash**. [![Uncanny Automator LearnDash integration tile, highlighted amongst other integration tiles.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png "automator-learndash-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png) From the dropdown list that appears, select **A user achieves a percentage that is greater than, less than, or equal to a value on a quiz**. [![Dropdown list of LearnDash triggers in Uncanny Automator. The user has highlighted the trigger, “A user achieves a percentage that is greater than, less than, or equal to a value on a quiz”.](https://automatorplugin.com/wp-content/uploads/2018/08/learndash-trigger-user-achieves-percentage-on-quiz-1024x487.png "learndash-trigger-user-achieves-percentage-on-quiz")](https://automatorplugin.com/wp-content/uploads/2018/08/learndash-trigger-user-achieves-percentage-on-quiz.png) Automator will prompt you to select the *Condition*, *Required percentage*, and *Quiz*. Once you’re done, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LearnDash**. From the dropdown list that appears, select **Enroll the user in a course**. [![Dropdown list of LearnDash action in Uncanny Automator. The user has highlighted the trigger, “Enroll the user in a course”.](https://automatorplugin.com/wp-content/uploads/2018/08/learndash-action-enroll-the-user-in-course-1024x441.png "learndash-action-enroll-the-user-in-course")](https://automatorplugin.com/wp-content/uploads/2018/08/learndash-action-enroll-the-user-in-course.png) Automator will prompt you to select a course. Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to create your first personalized learning pathway. All you have to do is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe to create an automated personal learning path in WordPress. The automation enrolls the user in a course titled, “Advanced Automation 5” if they pass a quiz titled “Advanced Automation Quiz 5” with a score of 90% or more.](https://automatorplugin.com/wp-content/uploads/2018/08/personal-learning-path-automation-live-1024x655.png "personal-learning-path-automation-live")](https://automatorplugin.com/wp-content/uploads/2018/08/personal-learning-path-automation-live.png) That’s it! You’ve just created your first automated personalized learning path in WordPress. But this really is just the tip of the iceberg. In addition to enrolling users in more advanced courses, you can mark the less advanced courses as “complete”. [![LearnDash actions in Uncanny Automator to create an automated personal learning path. The first action enrolls the user in a course titled “Advanced Automation 1”. The remaining four actions mark the courses "Advanced Automation 1-4” as complete.](https://automatorplugin.com/wp-content/uploads/2018/08/learndash-actions-enroll-user-in-course-mark-courses-complete-1024x982.png "learndash-actions-enroll-user-in-course-mark-courses-complete")](https://automatorplugin.com/wp-content/uploads/2018/08/learndash-actions-enroll-user-in-course-mark-courses-complete.png) Alternatively, you can update the user’s personal Dynamic Content block, presenting them with a message that they have been enrolled in an advanced course. This way your learners never have to leave the site and can continue their learning journey uninterrupted. [![Two actions in Uncanny Automator to create an automated personal learning path. The first action enrolls the user in a course. The second action updates the user’s “Personal Chatbot” Dynamic Content block.](https://automatorplugin.com/wp-content/uploads/2018/08/leardash-action-enroll-user-in-course-dynamic-content-block-action-update-personal-chatbot-1024x556.png "leardash-action-enroll-user-in-course-dynamic-content-block-action-update-personal-chatbot")](https://automatorplugin.com/wp-content/uploads/2018/08/leardash-action-enroll-user-in-course-dynamic-content-block-action-update-personal-chatbot.png) ## **More Personalized eLearning Paths for WordPress** Now that you’ve built your first automated personalized learning path, the real fun begins. With Uncanny Automator, personalization isn’t limited to a single branching rule—it’s a framework you can extend in dozens of meaningful ways to support how people actually learn. Below are a few high-impact examples you can start implementing today. ### **Create Spaced Repetition Learning Paths** Learning doesn’t end when a course is completed. With spaced repetition paths, you can automatically reinforce key concepts days or weeks later—right when learners are most likely to forget them. Automator lets you trigger follow-up quizzes, lessons, or reminders on a schedule, helping learners retain information long after the initial training ends. [![automator-spaced-repetition-learning-featured-image](https://automatorplugin.com/wp-content/uploads/2023/12/automator-spaced-repetition-learning-featured-image.jpg "automator-spaced-repetition-learning-featured-image")](https://automatorplugin.com/how-to-automate-spaced-repetition-learning-in-wordpress/) [**Create Spaced Repetition Learning Paths With Automator >>>**](https://automatorplugin.com/how-to-automate-spaced-repetition-learning-in-wordpress/) ### **Create AI-Powered Learning Paths and Course Content** With Automator’s AI integration powering your personal learning paths, your learners get their own TA and tutor. Based on quiz results, lesson completions, or learner behavior, Automator can generate personalized explanations, summaries, or recommendations in real time. This makes learning feel conversational and adaptive—closer to a personal tutor than a static course. [![Using OpenAI and ChatGPT Models with LearnDash Feature Image](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-Feature-Image.png "Using OpenAI and ChatGPT Models with LearnDash Feature Image")](https://automatorplugin.com/using-openai-and-chatgpt-models-with-learndash/) [**Create Fully Automated, AI-Powered Personal Learning Paths >>>**](https://automatorplugin.com/using-openai-and-chatgpt-models-with-learndash/) ### **Create Personalized Content With the Dynamic Content Addon** Sometimes personalization isn’t about where learners go next—it’s about what they see right now. Using Automator’s Dynamic Content Addon, you can display different messages, resources, or guidance inside lessons or dashboards based on each learner’s data. The result is a single course that feels custom-built for every learner who takes it. [![Featured image for “Automated Dynamic Content for WordPress” with a Automator’s U-Bot next to a computer screen displaying dynamic website elements, representing the automation of personalized content in WordPress websites.](https://automatorplugin.com/wp-content/uploads/2025/07/automated-dynamic-content-for-wordpress-featured-image.png "automated-dynamic-content-for-wordpress-featured-image")](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) [**Personalize Course and Site Content With Automator >>>**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) These approaches all build on the same foundation: automated logic, real learner data, and flexible integrations. Mix and match them, and your WordPress LMS becomes a truly adaptive learning environment—not just a course library. If you’re still looking for more ways to create better learner experiences, **check out these 15 easy ways to automate your LearnDash LMS**. ## **Frequently Asked Questions** **What are automated personal learning paths?** Automated personal learning paths are customized learning journeys that adapt content, pacing, and next steps based on each learner’s behavior, performance, or preferences. Instead of forcing every learner through the same sequence, automated personal paths guide individuals to the lessons and activities that best match their needs. **Can you create personalized learning paths in WordPress?** Yes—but not with most LMS plugins alone. While WordPress LMS tools handle course structure well, creating truly dynamic, automated learning paths requires an automation layer like Uncanny Automator to connect learner data, conditions, and actions. **How do personalized learning paths improve engagement?** Personalized paths keep learners engaged by delivering relevant content at the right time. When learners aren’t bored by material they’ve already mastered—or overwhelmed by content they’re not ready for—motivation increases and dropout rates decline. **Are personal learning paths useful for corporate training?** Absolutely. Personal learning paths help organizations reduce wasted training time, accelerate skill development, and focus employees on content that directly impacts performance—leading to stronger ROI from training initiatives. **Do personal learning paths require coding or custom development?** Not with the right tools. Using no-code automation plugins like Uncanny Automator, you can build personal learning paths in WordPress without writing custom code or hiring developers. ## **Conclusion** Personalized learning paths aren’t just a trend—they’re a proven way to improve engagement, retention, learner outcomes, and even ROI. The challenge has never been why personalization matters, but how to implement it effectively in WordPress. With Uncanny Automator, you don’t have to choose between flexibility and simplicity. You can automate personalized learning paths that adapt to each learner, scale effortlessly, and integrate seamlessly with your existing LMS and other tools. If you’re ready to move beyond one-size-fits-all courses and start building learning experiences that truly adapt to your learners, Uncanny Automator gives you everything you need to make it happen. [**Start automating eLearning with Automator >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Best Practices --- ### [Connect Ontraport to WordPress and Much More](https://automatorplugin.com/connect-ontraport-to-wordpress-and-much-more/) **Published:** September 18, 2024 **Author:** Brendan Da Costa **Content:** *Seamlessly connect Ontraport to WordPress with Uncanny Automator. Create and update contacts, automatically tag users and upgrade your marketing automation.* **TLDR? Key takeaways…** Connect Ontraport to WordPress using **Uncanny Automator**—no code required. - Automatically **create, update, and tag Ontraport contacts** from WordPress users. - **Segment contacts** based on WooCommerce or Easy Digital Downloads purchases. - Sync thousands of users at once using **User Loops**. - Automate **GDPR compliance**, including right-to-erasure requests. [**Get started for free with Automator Lite >>>**](https://wordpress.org/plugins/uncanny-automator/) [**Get Automator Pro for advanced marketing automation >>>**](https://www.automatorplugin.com/pricing) Are you looking for a way to sync your WordPress website with [**Ontraport**](https://automatorplugin.com/share/ontraport/)? Maybe you want to turn your WordPress users into Ontraport contacts? Or, maybe you’re trying to tag your contacts based on their [**Woo**](https://automatorplugin.com/share/woocommerce/) or [**EDD**](https://automatorplugin.com/share/easy-digital-downloads/) purchases? Whatever the reason, however you want to upgrade your marketing automation efforts, you’ve landed on the right page. In this step-by-step walkthrough, we’ll introduce you to the #1 Ontraport and WordPress integration: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this guide, you’ll be able to create a seamless connection between your Ontraport CRM and WordPress website. Automate the process of creating, updating and tagging your contacts with ease. You can even automate your GDPR compliance! But that’s enough of an introduction for now. Let’s get started. ## Why Connect [Ontraport](https://automatorplugin.com/share/ontraport/) to WordPress with [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. Using simple (yet powerful) combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins. [![connect-ontraport-to-wordpress-automator-home](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-automator-home.jpg "connect-ontraport-to-wordpress-automator-home")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-automator-home.jpg) Automating workflows across your various platforms and tools is, however, just the tip of the iceberg when it comes to Automator’s capabilities. Specifically, when it comes to connecting Ontraport to WordPress, there are some key features that make Automator standout. - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can sync dozens, hundreds or even thousands of contacts between Ontraport and WordPress without incurring any additional costs. The more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness and GDPR Compliance:** Automator integrates fully with your WordPress website and your chosen apps and plugins. Using [*tokens*](https://automatorplugin.com/action-tokens/), you can segment your Ontraport contacts using any data from your WordPress website, including order information, course progress, social links, login dates, and anything else you can think of. Moreover, because Automator is fully integrated with your WordPress website and apps, you can automate your GDPR compliance. - **Integrations and Addons:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. In case that wasn’t enough, Automator’s **Custom User Fields**, **Restrict Content** and **User Lists** addons makes managing your WordPress content and connecting it with Ontraport that much easier. - **Scalability:** Want to replace one tag with another across thousands of contacts? As your WordPress business grows and your user and contact lists get longer, you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to create and manage countless contacts with the click of a button. [**Ready to connect Ontraport to WordPress and upgrade your marketing automation software? Get your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect Ontraport to WordPress—and so much more! ## Tag and Segment [Woo](https://automatorplugin.com/share/woocommerce/) and [EDD](https://automatorplugin.com/share/easy-digital-downloads/) Customers in [Ontraport](https://automatorplugin.com/share/ontraport/) Now that you have your Automator Pro license or some app credits in your account, let’s take a look at creating our first Automator recipe. [![connect-ontraport-to-wordpress-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-1-1024x603.png "connect-ontraport-to-wordpress-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-1.png) In the recipe pictured above, we’re able to tag our Ontraport contacts based on their Easy Digital Downloads (or WooCommerce, if you prefer) purchases. This is one of the simplest yet most powerful ways to segment your audience. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Tag EDD Customers in Ontraport”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Easy Digital Downloads** or **Woo**, depending on your preferred ecommerce platform. [![easy-digital-downloads-integration](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png "easy-digital-downloads-integration")](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png) From the dropdown list that appears, select *A user purchases a download*. [![edd-trigger-a-user-purchases-a-download](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-a-download-1024x469.png "edd-trigger-a-user-purchases-a-download")](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-a-download.png) (Note: If you are using Woo, you can select the trigger *A user completes, pays for, lands on a thank you page for an order with a product*.) Automator will prompt you to select a download. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![edd-trigger-a-user-purchases-a-download-live](https://automatorplugin.com/wp-content/uploads/2024/09/edd-trigger-a-user-purchases-a-download-live-1024x376.png "edd-trigger-a-user-purchases-a-download-live")](https://automatorplugin.com/wp-content/uploads/2024/09/edd-trigger-a-user-purchases-a-download-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Ontraport**. [![ontraport-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-integration-not-connected.png "ontraport-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-integration-not-connected.png) If you haven’t already connected your Ontraport account, simply click **Connect account** and follow the instructions. You’ll need your Ontraport **App ID** and **API Key**. You can create and locate this information by navigating to *Profile* > *Administration* > *Integrations* > *Ontraport API Instructions and Key Manager*. [![ontraport-integrations-api-key-instructions](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-integrations-api-key-instructions-1024x744.png "ontraport-integrations-api-key-instructions")](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-integrations-api-key-instructions.png) Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select *Add a tag to a contact*. [![ontraport-action-add-a-tag-to-a-contact](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-add-a-tag-to-a-contact-1024x488.png "ontraport-action-add-a-tag-to-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-add-a-tag-to-a-contact.png) Automator will prompt you to select a tag and the contact’s email address. To select a tag, simply choose from the list of tags. If you do not see the tag you’re looking for, simply click *Refresh options*. In the *Email* field, we’re going to use a *token* (i.e., dynamic data pulled from your WordPress website and from within recipes) to identify the contact to tag. To use tokens, simply click on the **Asterisk** and select the corresponding token. For example, you will want to select the “User email” token. [![user-email-token](https://automatorplugin.com/wp-content/uploads/2024/09/user-email-token.png "user-email-token")](https://automatorplugin.com/wp-content/uploads/2024/09/user-email-token.png) Once you’re finished, click **Save**. Your completed action should look something like this: [![ontraport-action-add-a-tag-to-a-contact-live](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-add-a-tag-to-a-contact-live-1024x429.png "ontraport-action-add-a-tag-to-a-contact-live")](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-add-a-tag-to-a-contact-live.png) **Step 5: Go Live!** You’re just about ready to connect Ontraport to WordPress and automate your tagging and segmentation workflows. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![connect-ontraport-to-wordpress-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-1-live-1024x603.png "connect-ontraport-to-wordpress-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-1-live.png) That’s it! You’ve just connected Ontraport to your WordPress ecommerce platform. [**Want to make more tasty time-saving and revenue boosting recipes like this one? Get your Automator Pro license now if you haven’t already and unlock unlimited app credits>>>.**](https://www.automatorplugin.com/pricing) ## **Create and Update Ontraport Contacts from WordPress Users** Now that you’ve created your first Ontraport and WordPress integration with Automator, let’s take a look at some more advanced features. [![connect-ontraport-to-wordpress-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-2-1024x942.png "connect-ontraport-to-wordpress-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-2.png) In the recipe pictured above, we’re able to create Ontraport contacts from our WordPress user lists with the click of a button. Even better, with some minor adjustments, we can update dozens, hundreds or even thousands of contacts all at once. Here’s how it’s done. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Create Ontraport Contacts from WordPress Users”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png "automator-integration-run-now")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 3: Configure Your Loop Action(s)** In the *Actions* panel, click **Add** and select **User loop**. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop-1024x405.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Ontraport**. [![ontraport-integration](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-integration.png "ontraport-integration")](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-integration.png) From the dropdown list that appears, select *Create or update a contact*. [![ontraport-action-create-or-update-a-contact](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-create-or-update-a-contact-1024x482.png "ontraport-action-create-or-update-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-create-or-update-a-contact.png) Automator will present you with a form to fill out your new contacts’ information. Fill out the fields using tokens. For example, in the *Email* field, we selected the loop token “User email”. [![loop-token-user-email](https://automatorplugin.com/wp-content/uploads/2024/09/loop-token-user-email.png "loop-token-user-email")](https://automatorplugin.com/wp-content/uploads/2024/09/loop-token-user-email.png) If you have an Automator Pro – Plus or Elite license, you can use Automator’s [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) to sync our contact’s social media profiles to Ontraport. [![custom-user-fields-addon-social-media-links-for-ontraport](https://automatorplugin.com/wp-content/uploads/2024/09/custom-user-fields-addon-social-media-links-for-ontraport.png "custom-user-fields-addon-social-media-links-for-ontraport")](https://automatorplugin.com/wp-content/uploads/2024/09/custom-user-fields-addon-social-media-links-for-ontraport.png) Once you’re finished, click **Save**. Your *Loop* pane should look like this: [![user-loop-ontraport-action-create-or-update-a-contact](https://automatorplugin.com/wp-content/uploads/2024/09/user-loop-ontraport-action-create-or-update-a-contact-1024x585.png "user-loop-ontraport-action-create-or-update-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/09/user-loop-ontraport-action-create-or-update-a-contact.png) **Step 4: Configure Your Loop Filter(s)** As our recipe stands, Automator will add every WordPress user who isn’t an Administrator to our Ontraport CRM. By default, Automator will always add the loop filter “User Criteria: does not have Role: Administrator” to every new User loop. You can **Edit** or **Delete** this filter by clicking the corresponding icons. [![automator-edit-and-delete-user-loop-icons](https://automatorplugin.com/wp-content/uploads/2024/09/automator-edit-and-delete-user-loop-icons-1024x316.png "automator-edit-and-delete-user-loop-icons")](https://automatorplugin.com/wp-content/uploads/2024/09/automator-edit-and-delete-user-loop-icons.png) For example, we have edited the filter to select only WordPress users with the role “Customer”. [![user-loop-filter-wordpress-user-is-customer](https://automatorplugin.com/wp-content/uploads/2024/09/user-loop-filter-wordpress-user-is-customer-1024x586.png "user-loop-filter-wordpress-user-is-customer")](https://automatorplugin.com/wp-content/uploads/2024/09/user-loop-filter-wordpress-user-is-customer.png) Alternatively or additionally, if you want to add multiple actions to your *User loop*, you can add a filter to the individual action(s). For example, we have added an individual action filter to only include users with a specific email domain. [![ontraport-action-filter-email-ends-with-domain](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-filter-email-ends-with-domain-1024x625.png "ontraport-action-filter-email-ends-with-domain")](https://automatorplugin.com/wp-content/uploads/2024/09/ontraport-action-filter-email-ends-with-domain.png) Once you’re finished, click **Save**. Your *Loop* pane should now look something like this: [![user-loop-ontraport-action-create-or-update-a-contact-with-filters](https://automatorplugin.com/wp-content/uploads/2024/09/user-loop-ontraport-action-create-or-update-a-contact-with-filters-1024x991.png "user-loop-ontraport-action-create-or-update-a-contact-with-filters")](https://automatorplugin.com/wp-content/uploads/2024/09/user-loop-ontraport-action-create-or-update-a-contact-with-filters.png) **Step 5: Run now** Ready to create and update thousands of WordPress users in Ontraport as contacts? All you have to do is click **Run now** and let Automator handle the busywork. [![connect-ontraport-to-wordpress-recipe-2-run-now](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-2-run-now-1024x942.png "connect-ontraport-to-wordpress-recipe-2-run-now")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-ontraport-to-wordpress-recipe-2-run-now.png) Now that you’ve gotten the hang of using Automator’s *Loops* feature, try adding additional Ontraport actions to segment your contacts as you create them. [**Looking for more ways to improve your marketing automation? Upgrade to an Automator Pro – Plus or Elite license to gain access to powerful addons>>>.**](https://www.automatorplugin.com/pricing) ## **More Exciting Ways to Connect Ontraport to WordPress** By now, you’re practically an expert at creating Ontraport and WordPress integrations. Nevertheless, here are some great additional recipes that you try out to further augment your marketing automation efforts. ### **Create Ontraport Tags from Woo Products** Tags are one of the most effective ways to segment your marketing audience. However, syncing your Ontraport tags and keeping them up-to-date with your WordPress business can be tedious work. [![create-ontraport-tags-from-woo-products-recipe](https://automatorplugin.com/wp-content/uploads/2024/09/create-ontraport-tags-from-woo-products-recipe-1024x629.png "create-ontraport-tags-from-woo-products-recipe")](https://automatorplugin.com/wp-content/uploads/2024/09/create-ontraport-tags-from-woo-products-recipe.png) With the recipe pictured above, however, we’re able to automatically and dynamically create Ontraport tags whenever we release a new product on our WordPress website. We can make small adjustments to this recipe to create tags for everything from courses to events and even custom meta. ### **Automate Ontraport GDPR Compliance** Saying goodbye to your contacts is never easy. But, with the recipe pictured below, you can make that process a little less painful. [![automate-ontraport-gdpr-compliance](https://automatorplugin.com/wp-content/uploads/2024/09/automate-ontraport-gdpr-compliance-1024x761.png "automate-ontraport-gdpr-compliance")](https://automatorplugin.com/wp-content/uploads/2024/09/automate-ontraport-gdpr-compliance.png) Once one of our WordPress users submits our **[WPForms](https://automatorplugin.com/share/wpforms)** “GDPR Right to Erasure Request Form”, Automator will handle the bittersweet process of deleting the user’s information from WordPress and Ontraport. [**Unlock the full potential of your Ontraport marketing automation platform with an Uncanny Automator Pro license today>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I connect Ontraport to WordPress for free?** Yes, you can connect Ontraport to WordPress for free using the Uncanny Automator plugin. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect Ontraport to WordPress—and so much more! **How do I connect Ontraport to WordPress?** To connect Ontraport to WordPress, you can use Uncanny Automator. You’ll need your Ontraport **App ID** and **API Key**. You can create and locate this information by navigating to *Profile* > *Administration* > *Integrations* > *Ontraport API Instructions and Key Manager*. **What are the benefits of integrating Ontraport with WordPress?** Integrating Ontraport with WordPress allows you to streamline contact management, marketing automation, and CRM tasks. You can automatically sync WordPress user data with Ontraport, segment contacts based on user behavior, and manage workflows such as tagging contacts based on purchases or form submissions. **Is Ontraport WordPress integration GDPR compliant?** Yes, with Uncanny Automator, you can automate GDPR compliance processes. For example, you can set up automations to delete user data from both WordPress and Ontraport when a user submits a GDPR “Right to Erasure’ request form. This ensures your integration adheres to GDPR regulations. **Can I tag Ontraport contacts based on WooCommerce purchases?** Yes, Uncanny Automator makes it easy to tag Ontraport contacts automatically based on [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) or [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) purchases and much more. Check out Automator’s [**253 integrations**](https://www.automatorplugin.com/integrations) for more ways to tag and segment your Ontraport contacts. ## **Conclusion** Connecting Ontraport to WordPress can supercharge your CRM and marketing automation workflows. In this walkthrough, we showed you how to seamlessly connect Ontraport to WordPress to tag and segment your contacts, create and update contact information and even remain GDPR compliant. By now, you’ve got all of the tools you need to create even more Automator recipes to further integrate Ontraport and WordPress. [**In case you haven’t already, make sure to upgrade to an Automator Pro – Plus or Elite license to take advantage of powerful addons>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect Brevo to LearnDash and Much, Much More](https://automatorplugin.com/connect-brevo-to-learndash-and-much-much-more/) **Published:** October 4, 2024 **Author:** Brendan Da Costa **Content:** *Seamlessly connect Brevo to LearnDash with Uncanny Automator. Create and update contacts, automate GDPR compliance and upgrade your marketing automation.* **TLDR? Key takeaways…** Uncanny Automator creates a seamless integration between Brevo and LearnDash. Connect your LMS to your CRM in just 5 minutes: - Purchase an [**Automator Pro**](https://www.automatorplugin.com/pricing) license or [**install and activate Automator Lite**](https://wordpress.org/plugins/uncanny-automator/) on your WordPress site and [register your account](http://automatorplugin.com/my-account). - Create and name a new recipe. - In the *Triggers* panel, select a LearnDash trigger such as “*A user is enrolled in a course*”. - In the *Actions* panel, select a Brevo action such as “*Create or update a contact*”. - Toggle the recipe to **Live**. With Automator, you can create recipes to automate GDPR compliance and expand your marketing workflows. [**Upgrade Your Marketing Automation >>>**](https://www.automatorplugin.com/pricing) Are you looking for a way to sync your [**LearnDash**](https://automatorplugin.com/share/learndash) student rolls with Brevo? Maybe you want the ability to add LearnDash students to [**Brevo**](https://automatorplugin.com/share/brevo/) lists based on their enrollment, course completions or even quiz scores? Or, perhaps, you simply want to find a better, smoother way to process your GDPR requests. Whatever the reason, you’ve landed on the right page. In this post, we’ll show you how to create a seamless LearnDash and Brevo integration using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this guide, you’ll be able to: - create Brevo contacts from LearnDash enrollments, - update Brevo contacts based on LearnDash activity, - manage Brevo lists from LearnDash activity, - automate GDPR requests, - and much more! But that’s enough of an introduction for now. Let’s get started. ## Why Connect [Brevo](https://automatorplugin.com/share/brevo/) to [LearnDash](https://automatorplugin.com/share/learndash) with [Automator](https://automatorplugin.com/pricing) The easiest and most convenient way to connect Brevo to LearnDash is with [**Uncanny Automator**](https://www.automatorplugin.com/pricing), the #1 automation and integration tool for WordPress websites. Using simple (yet powerful) combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins; including [**Brevo**](https://automatorplugin.com/share/brevo/) and [**LearnDash**](https://automatorplugin.com/share/learndash). [![connect-brevo-to-learndash-automator-home](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-automator-home.jpg "connect-brevo-to-learndash-automator-home")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-automator-home.jpg) While there are a few different tools for WordPress users to connect Brevo to LearnDash, only Automator offers these distinct advantages: - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can sync dozens, hundreds or even thousands of contacts between Brevo and LearnDash without incurring any additional costs. The more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness and GDPR Compliance:** Automator integrates fully with your WordPress website and your chosen apps and plugins. Using [*tokens*](https://automatorplugin.com/action-tokens/), you can segment your Brevo contacts using any data from your WordPress website, including course progress, social links, login dates, and anything else you can think of. Moreover, because Automator is fully integrated with your WordPress website and apps, you can automate your GDPR compliance. - **Integrations and Addons:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. In case that wasn’t enough, Automator’s [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon/), [**Restrict Content**](https://automatorplugin.com/restrict-content-addon/) and [**User Lists**](https://automatorplugin.com/user-lists-addon/) addons makes managing your WordPress content and connecting it with Brevo that much easier. - **Scalability:** With powerful marketing automation features, Automator will have your student enrollment lists growing longer by the day. That’s why we’re sure that you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to create and manage countless contacts with the click of a button. [**Convinced yet? Get your Automator Pro license now so you can connect Brevo to LearnDash and so much more>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect Brevo to LearnDash and other apps and plugins such as [**Notion**](https://automatorplugin.com/share/notion/), [**Slack**](https://automatorplugin.com/share/slack/), [**OpenAI**](https://automatorplugin.com/share/openai/), and more. ## **Create Brevo Contacts from LearnDash Students** Now that you have your Automator Pro license or some app credits in your account, let’s take a look at creating our first Automator recipe to connect Brevo to LearnDash. [![connect-brevo-to-learndash-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-1-1024x619.png "connect-brevo-to-learndash-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-1.png) In the recipe pictured above, we’re able to create a new Brevo contact or update an existing one whenever a student enrolls in a LearnDash course. Recipes like this one will keep your Brevo contact list(s) up-to-date, improve your send rates and increase your open rates. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easier to recognize at a glance. For example, we have named this recipe “Create Brevo Contacts from LearnDash Students”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png "learndash integration")](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select *A user is enrolled in a course*. [![learndash-trigger-a-user-is-enrolled-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-1024x470.png "learndash-trigger-a-user-is-enrolled-in-a-course")](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course.png) (Note: If you are using the free version of Automator, you can select a different trigger. For example, you might create/update a Brevo contact whenever a LearnDash student completes a course or lesson or attempts a quiz.) Automator will prompt you to select a course. We have selected “Any course” to capture as many students as possible and keep our Brevo contact records up-to-date. Once you’re finished, click **Save**. Your completed trigger should look like this: [![learndash-trigger-a-user-is-enrolled-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-live-1024x357.png "learndash-trigger-a-user-is-enrolled-in-a-course-live")](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Brevo**. [![brevo-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-integration-not-connected.png "brevo-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-integration-not-connected.png) (Note: If you haven’t already connected your Brevo account, click **Connect account** in the modal that appears and follow the instructions. You will need to create a new API key. Navigate to your Brevo account and *SMTP & API*. **Paste** the API key into the field provided.) Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select *Create or update a contact*. [![brevo-action-create-or-update-a-contact](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-create-or-update-a-contact-1024x470.png "brevo-action-create-or-update-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-create-or-update-a-contact.png) Automator will present you with a form to fill out the new contact’s information. You can fill out these fields using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To use a token, click the **Asterisk** in a field and select the corresponding token. For example, in the *Email* field, we have selected the “User email” token. [![user-email-token](https://automatorplugin.com/wp-content/uploads/2024/09/user-email-token.png "user-email-token")](https://automatorplugin.com/wp-content/uploads/2024/09/user-email-token.png) (Note: You can use the search bar to locate tokens quickly.) Fill out the remaining fields using a combination of tokens and static data. Once you’re finished, click **Save**. Your completed action should look like this: [![brevo-action-create-or-update-a-contact-live](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-create-or-update-a-contact-live-1024x451.png "brevo-action-create-or-update-a-contact-live")](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-create-or-update-a-contact-live.png) **Step 5: Go Live!** You’re just about ready to connect Brevo to LearnDash. All you have to do is toggle the recipe from *Draft* to *Live*. [![connect-brevo-to-learndash-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-1-live-1024x619.png "connect-brevo-to-learndash-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-1-live.png) That’s it! Now, whenever a student enrolls in a LearnDash course, Automator will create or update their contact information in Brevo! But why stop there? In the recipe pictured below, we’ve reconfigured our trigger and added a second action to automatically sort LearnDash students into different Brevo lists upon course enrollment. [![connect-brevo-to-learndash-recipe-1-second-action](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-1-second-action-1024x657.png "connect-brevo-to-learndash-recipe-1-second-action")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-1-second-action.png) [**Ready to upgrade your marketing automation? Grab your Automator Pro license now if you haven’t already and customize your Brevo and LearnDash integration>>>.**](https://www.automatorplugin.com/pricing) ## **Populate Brevo Lists from LearnDash Enrollments** Now that you’ve gotten the hang of creating Automator recipes, let’s take a look at something a little more advanced—but just as easy. [![connect-brevo-to-learndash-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-2-1024x898.png "connect-brevo-to-learndash-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-2.png) In the recipe pictured above, we’re able to populate an entire Brevo contact list with all of the students enrolled in a course. Alternatively, we could alter the recipe to populate the Brevo list with all of the students who have or have not completed a course(s). The best part? We did it all with the click of a button! Follow the steps below to recreate the recipe yourself. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Create Brevo List from LearnDash Course Enrollment”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png "automator-integration-run-now")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 3: Configure User Loop Action(s)** In the *Actions* panel, click **Add** and select **User loop**. [![](https://automatorplugin.com/wp-content/uploads/2024/08/add-user-loop-1024x371.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/08/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Brevo**. [![brevo-integration-connected](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-integration-connected.png "brevo-integration-connected")](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-integration-connected.png) From the dropdown list that appears, select *Add a contact to a list*. [![brevo-action-add-a-contact-to-a-list](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-add-a-contact-to-a-list-1024x493.png "brevo-action-add-a-contact-to-a-list")](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-add-a-contact-to-a-list.png) Automator will present you with a form to select the contact’s email and the list to which you would like to add them. Select the *Loop* token “User email”. [![loop-token-user-email](https://automatorplugin.com/wp-content/uploads/2024/09/loop-token-user-email.png "loop-token-user-email")](https://automatorplugin.com/wp-content/uploads/2024/09/loop-token-user-email.png) Select the list to which you would like to add the contact(s). Once you’re finished click **Save**. Your *Loop* pane should now look something like this: [![user-loop-pane-brevo-action-add-contact-to-list](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-pane-brevo-action-add-contact-to-list-1024x557.png "user-loop-pane-brevo-action-add-contact-to-list")](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-pane-brevo-action-add-contact-to-list.png) **Step 4: Configure Loop Filter(s)** As the recipe stands, Automator will add every user who doesn’t have the role “Administrator” to our Brevo list. Needless to say, we are trying to be more targeted than that. We can use *Loop filters* to target different groups of WordPress users and LearnDash students. By default, Automator will have set the *Loop filter* “User Criteria: **does not have** Role: **Administrator**”. To add another *Loop filter*, click **Filter users**. In the modal that appears, *LearnDash* > *The user is/is not enrolled in a specific course*. Automator will then prompt you to select the *Criteria* and the *Course*. Once you’re finished, click **Confirm**. [![user-loop-filter-learndash-user-enrolled-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-filter-learndash-user-enrolled-in-a-course.gif "user-loop-filter-learndash-user-enrolled-in-a-course")](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-filter-learndash-user-enrolled-in-a-course.gif) Your *Loop* pane should now look something like this: [![user-loop-pane-brevo-action-add-contact-to-list-with-filter](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-pane-brevo-action-add-contact-to-list-with-filter-1024x649.png "user-loop-pane-brevo-action-add-contact-to-list-with-filter")](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-pane-brevo-action-add-contact-to-list-with-filter.png) **Step 5: Run now!** You’re just about ready to create a Brevo list from your LearnDash course enrollments. All you have to do is click **Run now** and let Automator do the rest. [![connect-brevo-to-learndash-recipe-2-run-now](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-2-run-now-1024x898.png "connect-brevo-to-learndash-recipe-2-run-now")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-2-run-now.png) That’s it! Once again, however, that’s just the tip of the iceberg. Why populate just one Brevo list at a time? [![user-loop-brevo-action-add-contact-to-list-individual-action-filters](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-brevo-action-add-contact-to-list-individual-action-filters-767x1024.png "user-loop-brevo-action-add-contact-to-list-individual-action-filters")](https://automatorplugin.com/wp-content/uploads/2024/10/user-loop-brevo-action-add-contact-to-list-individual-action-filters.png) Add a second action (or as many as you want) and swap out your *Loop filter* for individual action filters to populate more Brevo lists with LearnDash students with the click of a button. [**Get your Automator Pro license now so you can create more tasty time-saving recipes like this ones>>>.**](https://www.automatorplugin.com/pricing) ## **More Exciting Ways to Connect Brevo to LearnDash** By now, we’re pretty confident that you’re an expert Automator. Nevertheless, here are some recipe ideas that you might want to try out yourself. ### **Automate Brevo GDPR Compliance** Saying goodbye to your contacts is never easy. However, Automator can make the process a little less painful. [![connect-brevo-to-learndash-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-3-1024x750.png "connect-brevo-to-learndash-recipe-3")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-3.png) In the recipe pictured above, we’re able to delete a contact from Brevo and our WordPress website whenever they submit a GDPR Right to Erasure Request Form. Want time to review and process the request before going through with the account deletion? Add a delay to the action(s) along with a notification to your compliance officer. [![connect-brevo-to-learndash-recipe-3-with-delays](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-3-with-delays-1024x778.png "connect-brevo-to-learndash-recipe-3-with-delays")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-3-with-delays.png) Worried about losing student records? Send your students a copy of their transcripts via email with [**Tin Canny Reporting**](https://www.uncannyowl.com/downloads/tin-canny-reporting/) prior to processing a GDPR request or delete only specific metadata related to the request form with the [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/). ### **Remove LearnDash Students From Brevo Lists** We’ve looked at adding LearnDash students to Brevo lists. But what about removing LearnDash students from those lists if/when it’s no longer relevant? [![connect-brevo-to-learndash-recipe-4](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-4-1024x588.png "connect-brevo-to-learndash-recipe-4")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-brevo-to-learndash-recipe-4.png) With the recipe pictured above, we’re able to remove a LearnDash student from a Brevo list whenever they complete a course. This will ensure that our students receive only the emails that are relevant to their learning experience. [**Create more Brevo and LearnDash integrations like this one with an Automator Pro – Plus or Elite license>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I connect Brevo to LearnDash for free?** Yes, you can connect Brevo to LearnDash with Uncanny Automator. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect Brevo to LearnDash and other apps and plugins such as [**Notion**](https://automatorplugin.com/share/notion/), [**Slack**](https://automatorplugin.com/share/slack/), [**OpenAI**](https://automatorplugin.com/share/openai/), and more. An Automator Pro license unlocks more triggers, actions and time-saving integration features. **What are the benefits of connecting Brevo to LearnDash?** Connecting Brevo to LearnDash with Uncanny Automator allows you to automate key workflows such as adding students to Brevo lists when they enroll in a course, updating contacts based on course progress, and triggering personalized email campaigns for students. This integration enhances communication, boosts engagement, and simplifies course management. **How do I create a Brevo contact from LearnDash enrollments?** With Uncanny Automator, you can easily set up a “recipe” to add or update Brevo contacts based on LearnDash enrollments and other student activities. After creating a new recipe, select a LearnDash trigger and a Brevo action. Automator will handle the rest automatically. **Can I automate GDPR compliance for Brevo contacts with LearnDash?** Yes, Automator helps streamline GDPR compliance. You can create automated workflows to manage GDPR requests such as updating or deleting contact information in Brevo when triggered by specific LearnDash activities or forms submissions. This ensures you stay compliant with data privacy regulations. **Is coding required to connect Brevo and LearnDash?** No, you don’t need any coding skills to connect Brevo and LearnDash with Uncanny Automator. Automator’s user-friendly interface allows you to create powerful workflows with a simple click-and-play setup, making it easy for anyone to automate tasks across different platforms. ## **Conclusion** Connecting Brevo to LearnDash using Uncanny Automator is a game-changer for streamlining student engagement, automating contact management, and simplifying GDPR compliance. With Automator’s powerful yet easy-to-use interface, you can seamlessly integrate these two platforms without any coding, creating workflows that save you time and improve communication. Whether you’re looking to sync course enrollments with Brevo, update contacts based on student progress, or automate GDPR requests, Automator has you covered. [**Ready to enhance your LearnDash and Brevo integration? Get started today with Uncanny Automator Pro for even more powerful features!**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect WordPress to Facebook [Beginner's Tutorial]](https://automatorplugin.com/connect-wordpress-to-facebook/) **Published:** October 5, 2021 **Author:** Sandipan **Content:** *Expand your content’s reach—connect WordPress to Facebook for free using Uncanny Automator. Auto-post to social with a free social media planner.* **TLDR?** Connect your WordPress site to Facebook Pages for free with Uncanny Automator Lite. In just 5 minutes you can begin auto-posting from WordPress to Facebook and other social media platforms. 1. Install and activate Automator Lite on your WordPress site. 2. Create and name a new recipe (for example, “Auto-Post to Social”. 3. In the *Trigger* panel, select **WordPress** > **A user publishes a post**. 4. In the *Actions* panel, select **Facebook Pages** > **Publish a post with an image to a Facebook page**. 5. Toggle the recipe from **Draft** > **Live**. Enhance your new recipe with Automator’s AI integrations for more engaging and dynamic content. Having trouble expanding the reach of your WordPress content? As a WordPress content writer, I’ve been there myself. WordPress is just one of the platforms where I try to connect with my audience. But there’s also Facebook, emails, Instagram, X, Discord, LinkedIn… you get the idea. Managing all of those platforms is not easy. Which is why I don’t. I let [**Uncanny Automator**](https://automatorplugin.com/pricing) do it for me. With just a few clicks, I can create set-it-and-forget automations that connect WordPress to Facebook and all of my other platforms. I even use AI integrations like ChatGPT, Grok, and Claude to turn my new lengthy posts into quippy, attention-grabbing social snippets. Want to know how I do it? Let’s get started. ## **How to Connect WordPress to Facebook** Connecting WordPress to Facebook—or any other external platform—usually requires some pretty in-depth technical know-how. But, I’m not a developer. And even if I was, I wouldn’t want to spend hours creating custom glue code. Instead, I use [**Uncanny Automator**](https://automatorplugin.com/pricing)—**and I’m going to show you how**. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) If you’re not already familiar with Automator, it’s the #1 automation and integration tool for WordPress sites. **The idea is simple:** using combinations of **triggers** and **actions** called **recipes**, Automator **connects all of your favorite apps and plugins** to execute workflows without the need for manual intervention. No code needed. Here are just a few of the features that make Automator ideal for connecting WordPress to Facebook: - **Schedule and Delay:** Using Automator’s **Schedule** integration, you can create a fully-automated social media calendar that posts your latest WordPress content without you ever needing to hit “Publish”. - **Image Compatibility:** Automator is fully-integrated with your WordPress site. That means you can auto-post images from your WordPress media library to Facebook or Instagram. - **AI Integrations:** Using any one of Automator’s AI integrations (Claude, Gemini, Grok, ChatGPT, and more) you can create AI-summaries, new images, etc. to keep your posts original and fresh. In the next steps, I’ll show you how to create an Automator recipe to connect Facebook to WordPress so you can auto-post with the click of a button. ### **Step 1: Install and Activate Uncanny Automator** First, you’ll need to install and activate Uncanny Automator on your WordPress site. **Automator Lite is free forever** and comes with complimentary app credits once you [**register your account**](https://automatorplugin.com/my-account) so you can use integrations like Facebook. Once your app credits run out, you can upgrade to [**Automator Pro**](https://automatorplugin.com/pricing), starting at $149/year, for unlimited app credits and a host of additional features. To install Uncanny Automator, from your WordPress Admin Dashboard at /wp-admin/, navigate to **Plugins** > **Add plugin**. Enter “uncanny automator” in the search bar and click **Install** and **Activate**. [![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png "install-automator-plugin")](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) (Note: Don’t forget to [register your account](https://automatorplugin.com/my-account) to get those complimentary app credits. You’ll need them to integrate with Facebook and other social media platforms.) ### **Step 2: Create an Auto-Post to Social Recipe** Now that you have Automator installed and activated on your WordPress site with a registered account, you can create your first recipe. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) Next, give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “Auto-post to Facebook from WordPress”. ### **Step 3: Add a WordPress Trigger** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. [![Grid of integration icons for Uncanny Automator. The WordPress icon is highlighted, showing that it has been selected.](https://automatorplugin.com/wp-content/uploads/2025/09/wordpress-integration.png "wordpress-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/wordpress-integration.png) From the dropdown list, select “**A user publishes a post**”. [![Dropdown list of WordPress triggers in Uncanny Automator. The user has highlighted the trigger, “A user publishes a post”.](https://automatorplugin.com/wp-content/uploads/2021/11/wordpress-trigger-user-publishes-post-1024x479.png "wordpress-trigger-user-publishes-post")](https://automatorplugin.com/wp-content/uploads/2021/11/wordpress-trigger-user-publishes-post.png) In the *Post type* field select “**Post**” and click **Save**. (Note: Depending on your workflow and content needs, you can select another type of post, such as “Product”, or “Event”. The same basic steps apply.) ### **Step 4: Connect Your Facebook Account to WordPress** In the *Actions* panel, click **Add action** and select **Facebook Pages** from the menu of available integrations. [![Grid of WordPress integrations including Constant Contact, GitHub, and Campaign Monitor. The user has highlighted the Facebook Pages integrations.](https://automatorplugin.com/wp-content/uploads/2021/10/automator-facebook-integration-not-connected.png "automator-facebook-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2021/10/automator-facebook-integration-not-connected.png) If you haven’t already connected your Facebook account, simply follow the prompts after clicking on the **Facebook Pages** integration tile. You can also find more [detailed, step-by-step instructions here](https://automatorplugin.com/knowledge-base/facebook/). Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select “**Publish a post with an image to a Facebook page**”. [![Dropdown list of Facebook Pages actions in Uncanny Automator. The user has highlighted the action “Publish a post with an image to a Facebook page.](https://automatorplugin.com/wp-content/uploads/2021/10/facebook-action-publish-post-with-image-to-facebook-page-1024x400.png "facebook-action-publish-post-with-image-to-facebook-page")](https://automatorplugin.com/wp-content/uploads/2021/10/facebook-action-publish-post-with-image-to-facebook-page.png) Automator will present you with different fields for drafting your Facebook posts. We’ll use a combination of static text and *tokens* (i.e., dynamic data) to fill out these fields. First, select the *Facebook Page* you want to post to. Next, in the *Image URL or Media Library ID* field, click the **Asterisk** and select the **Post featured image URL** token from the dropdown list. [![Uncanny Automator interface showing Facebook Page settings with a dropdown of URL-only tokens. The user has highlighted the token “Post featured image URL”.](https://automatorplugin.com/wp-content/uploads/2021/10/featured-image-url-token.png "featured-image-url-token")](https://automatorplugin.com/wp-content/uploads/2021/10/featured-image-url-token.png) In the *Message* field, draft the post you want to publish to Facebook using a combination of static text and tokens. For example, I have drafted a post that reads: “New Post! / {{Post title}}: {{Post excerpt}} / Read the full blog post here: {{Post URL}}.” [![Uncanny Automator interface for the Facebook Pages integration. The Message field contains a Facebook post template using WordPress tokens for Post title, Post excerpt, and Post URL, with the text “New post!” and “Read the full blog post here:” displayed.](https://automatorplugin.com/wp-content/uploads/2021/10/facebook-page-samepl-message-845x1024.png "facebook-page-samepl-message")](https://automatorplugin.com/wp-content/uploads/2021/10/facebook-page-samepl-message.png) Once you’re finished click **Save**. ### **Step 5: Connect WordPress to Facebook!** You’re just about ready to connect WordPress to Facebook. All you have to do now is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe that connects WordPress to Facebook. Whenever a user publishes a post, Automator posts to a Facebook Page.](https://automatorplugin.com/wp-content/uploads/2021/10/connect-wordpress-to-facebook-recipe-1024x577.png "connect-wordpress-to-facebook-recipe")](https://automatorplugin.com/wp-content/uploads/2021/10/connect-wordpress-to-facebook-recipe.png) That’s it! That’s how easy it is to auto-post from your WordPress site to Facebook. The recipe that we just created together is a good starting place. But to really maximize the reach of your content, you can add a few other actions. ## **More Ways to Connect WordPress to Facebook** Connecting WordPress to Facebook is just the beginning. Now that you’ve gotten the hang of creating Automator recipes, you fine-tune them to optimize your content workflows. [![Automator actions panel showing three live actions that connect WordPress to Facebook: OpenAI generating an excerpt for X with GPT-4, posting a tweet, and Facebook Pages publishing a post with an image to a selected Facebook Page.](https://automatorplugin.com/wp-content/uploads/2021/10/openai-x-facebook-pages-actions-1024x684.png "openai-x-facebook-pages-actions")](https://automatorplugin.com/wp-content/uploads/2021/10/openai-x-facebook-pages-actions.png) For example, you can add an OpenAI action to generate all new content for your Facebook, Instagram, and/or X posts. Use tokens to give the AI model the proper context and then include the generated content in your post. It’s that simple. Want to know the best ways to integrate AI into your WordPress content? Check out my other articles on creating WordPress content with AI and integrating different AI models with your WordPress website: - [**How to Use AI Writing Tools in WordPress >>>**](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) - [**Automator: AI Image Plugin for WordPress >>>**](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) - [**How to Integrate OpenAI and WooCommerce >>>**](https://automatorplugin.com/how-to-connect-openai-to-woocommerce-and-4-smart-ecommerce-automations/) Keep creating more recipes like these and the reach of your content will spread across the internet—automatically. ## Frequently Asked Questions **How do I connect WordPress to Facebook?** You can connect your WordPress site to a Facebook Page using an automation and integration plugin like Uncanny Automator. Once installed, you create a recipe that triggers when a WordPress post is published and automatically posts that content—along with images and links—to a connected Facebook Page. **Can WordPress auto-post to a Facebook Page?** Yes. WordPress can auto-post to a Facebook Page using automation tools like Uncanny Automator. With the right setup, new posts are shared instantly when they’re published, eliminating the need for manual copying, scheduling tools, or third-party social dashboards. **Is there a free way to connect WordPress to Facebook?** Yes. You can connect WordPress to Facebook for free using Uncanny Automator Lite. The free version allows you to auto-post WordPress content to Facebook Pages using complimentary app credits, making it ideal for beginners and small sites. **Do I need coding skills to connect WordPress to Facebook?** You do not need to know how to code to connect WordPress to a Facebook Page. Uncanny Automator is the favored no-code WordPress plugin for integrating apps and automating workflows. Automator uses an intuitive “click-and-play” interface to connect different apps and plugins to automate workflows. The visual recipe builder removes the need for APIs, scripts, and custom development. **Can I post WordPress featured images to Facebook automatically?** Yes. When connecting WordPress to Facebook, you can automatically include featured images from your WordPress media library. This ensures Facebook posts display properly with rich visuals instead of plain links. **How do I schedule WordPress posts to Facebook?** You can schedule WordPress posts to Facebook by adding delays to your Uncanny Automator recipes. Alternatively, you can use Automator’s **Schedule** integration to create a customizable social post planner within your WordPress dashboard. This lets you build a hands-off social media calendar that posts content at specific times. **Can I connect WordPress to other social media platforms apart from Facebook?** Yes, with Uncanny Automator you can connect WordPress to all of the most popular social media platforms including [**Instagram**](https://automatorplugin.com/share/instagram/), **[X](https://twitter.com/)**, [**LinkedIn**](https://automatorplugin.com/share/linkedin-pages/), [**Discord**](https://automatorplugin.com/share/discord/), and more. Automator lets you post to all of your socials without code and from a single automation. **Does connecting WordPress to Facebook help with content promotion?** Absolutely. Automatically sharing WordPress posts to Facebook increases reach, consistency, and engagement. It ensures every post is promoted across all of your platforms, helping drive traffic back to your site without extra effort. **Can AI be used when posting from WordPress to Facebook?** Yes. You can use AI integrations to generate summaries, captions, or alternate post copy before content is shared to Facebook. This keeps social posts fresh and platform-optimized while still being fully automated. ## **Connect WordPress to Facebook Today** With the help of Uncanny Automator, you can connect WordPress to Facebook and [**253 other integrations**](https://automatorplugin.com/integrations). With a tool like this, you can focus on creating more content and spend less time trying to manage and promote it. Automator will handle the busywork of repurposing your WordPress content and optimizing it for different platforms before posting it wide to your preferred channels. Remember, [**Automator Lite**](https://wordpress.org/plugins/uncanny-automator/) comes with a limited number of complimentary app credits. If you’re a prolific poster like me who relies on AI for generating speedy content, you’ll run through those complimentary app credits relatively quickly. When you’re ready, [**upgrade to Automator Pro**](https://automatorplugin.com/pricing) for just $149/year to unlock unlimited app credits and a whole host of content-forward features such as the **Schedule** integration. I hope this article helped you find a solution for your content management workflows. Recipes like this one have drastically reduced my overhead so I can focus on this—writing! Until next time, happy automating! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Use Cases --- ### [15 Ways to Automate Your LearnDash Site](https://automatorplugin.com/15-ways-to-automate-your-learndash-site/) **Published:** November 5, 2018 **Author:** Ryan Moore **Excerpt:** Add simple automation recipes to your LearnDash site to improve learner engagement, completion rates, knowledge transfer and sales revenue. **Content:** *Automate your LearnDash site with 15 proven workflows for enrollment, emails, reporting, and user management—no code required.* **TLDR? Here are the key takeaways…** **LearnDash automations** help you unlock the full potential of your LearnDash site. - **Create personalized learning pathways** that help accelerate advanced learners and provide additional resources to those who need it. **Generate personalized content** based on segment and let **learners choose their own pace**. - **Improve learner engagement** without the added work. Celebrate milestones, auto-enroll users in groups, and more. - **Boost course enrollments and sales** with automated upsells, personalized offers, and automated re-engagement campaigns for inactive learners. - **Improve learner retention** with multi-channel integrations and blended learning opportunities. [**Automate your LearnDash site with Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) Running a LearnDash site can quickly turn into a balancing act. You want better completion rates, more engaged learners, and meaningful insights—but instead you’re buried in reports, follow-up emails, and manual admin work. Sound familiar? That’s where **LearnDash** automation comes in. By automating key workflows on your WordPress LMS, you can deliver personalized learning experiences while saving serious time and effort. This is exactly why we built **Uncanny Automator**—to help LearnDash site owners do more with less, without code or complexity. In this guide, I’ll show you **15 easy ways to automate your LearnDash site**, from enrollments and notifications to reporting and learner engagement. Each idea can be set up in minutes and is designed to improve outcomes, boost efficiency, and help your courses work smarter—not harder. ## **Personalized Learning Paths** Creating personalized learning experiences can help to deliver improved student satisfaction, higher completion rates, and better knowledge transfer. Not everyone learns the same way, and it’s important to give learners control over their learning journey and access to additional resources at the right time. With automation, a few simple recipes make it easy to support weaker learners, keep advanced learners from getting bored, and provide alternatives to students that need them. ### **1. Let advanced users skip ahead.** If users demonstrate mastery of a subject in a pre-test, why not let them skip the rest of the course? You could just autocomplete LearnDash lessons in a course that were covered by the pretest materials, or you might autocomplete that course entirely. [![LearnDash automation example showing a trigger where a user scores 80% or higher on a quiz and an action that marks a lesson complete, letting advanced users skip ahead automatically.](https://automatorplugin.com/wp-content/uploads/2018/11/let-advanced-users-skip-ahead-1024x906.png "let-advanced-users-skip-ahead")](https://automatorplugin.com/wp-content/uploads/2018/11/let-advanced-users-skip-ahead.png) ### **2. Give struggling students extra help** Sometimes learners fall behind,—not because they don’t care, but because they need additional support. The challenge is spotting those learners early. Low quiz scores and stalled course progress are clear warning signs, but without automation, tracking them means digging through reports and manually monitoring activity over time. **Automation changes that.** Quiz results can instantly trigger follow-up actions, and inactivity can be monitored automatically. For example, you might use a CRM integration like [**WP Fusion**](https://automatorplugin.com/share/wp-fusion) to detect when a learner completes the first lesson of a course but doesn’t finish the course within seven days. When triggers like these occur, support workflows can run automatically, including: - Automatically enrolling the learner in a remedial course - Sending a helpful email with suggested learning activities - Adding the learner to a study group using [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) - Notifying a manager or instructor so personal coaching can be offered - Provide access to AI-powered tutoring With automation in place, no learner slips through the cracks—and you don’t have to constantly check dashboards to make it happen. ### **3. Incorporate personalized content** Despite appearances, your LearnDash lessons don’t have to look the same for every learner. With the right tools, it’s easy to personalize course content based on user roles, group memberships, or CRM tags. For example, users of Uncanny Owl’s [**Toolkit Pro**](https://www.uncannyowl.com/downloads/uncanny-learndash-toolkit-pro/) and/or Uncanny Automator’s [**Dynamic Content Addon**](https://automatorplugin.com/dynamic-content-addon) can use shortcodes to display content only to specific groups. Combined with membership plugins or CRM integrations, you can also show content to users with a particular level or tag. Struggling learners might see an extra explainer video or downloadable guide, while learners tagged as benefiting from auditory resources could be offered an audio version of the lesson. These small, targeted adjustments help learners get the format and support that works best for them—without facilitators needing to intervene mid-course. [![Featured image for “Automated Dynamic Content for WordPress” with a Automator’s U-Bot next to a computer screen displaying dynamic website elements, representing the automation of personalized content in WordPress websites.](https://automatorplugin.com/wp-content/uploads/2025/07/automated-dynamic-content-for-wordpress-featured-image.png "automated-dynamic-content-for-wordpress-featured-image")](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) [**Learn how to incorporate personalized learning content with the Dynamic Content Addon >>>**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) ### **4. Give users more control over their learning experience** Learners are more engaged when they have a say in how they learn. With automation and front-end controls, you can give users meaningful choices while still keeping your courses structured and effective. Using Uncanny Automator, you can build recipes that add interactive options throughout your courses. For example, learners might click a button (Automator’s **Magic Button**) to skip ahead by auto-completing lessons, reset their progress for extra practice, email a Group Leader for help, or self-enroll in additional courses. [![LearnDash automation workflow showing a Magic Button trigger with a shortcode to place anywhere on the front-end of a WordPress site that marks a lesson complete and extends course access, giving learners more control over their learning experiences.](https://automatorplugin.com/wp-content/uploads/2018/11/give-users-control-over-learning-1024x954.png "give-users-control-over-learning")](https://automatorplugin.com/wp-content/uploads/2018/11/give-users-control-over-learning.png) Automation handles the heavy lifting behind the scenes, while learners enjoy a more flexible, empowering experience—one that adapts to their goals and learning style. ## **Improve Learner Engagement** ### **5. Celebrate learner accomplishments** Self-directed learning can sometimes feel isolating, which makes it easier for learners to lose momentum—or drop out altogether. Celebrating progress helps learners feel seen, supported, and motivated to keep going. With automation, recognition happens instantly and consistently. You award learners with badges with a plugin like [**GamiPress**](https://automatorplugin.com/share/gamipress/) or even store credit with a plugin like [**Advanced Coupons**](https://automatorplugin.com/share/advanced-coupons/). [![LearnDash automation workflow with a trigger when a user completes a lesson and an action that awards learners $5 in store credit using Advanced Coupons.](https://automatorplugin.com/wp-content/uploads/2018/11/award-learners-1024x768.png "award-learners")](https://automatorplugin.com/wp-content/uploads/2018/11/award-learners.png) Alternatively, automatically send a congratulatory email from the course instructor, notify a learner’s manager, or even post a celebration message to your organization’s X account. To make these messages feel more personal, you can use a CRM to tag learners based on specific achievements—such as scoring over 80% on a final exam—and schedule congratulatory emails to send during business hours on the next working day. The result feels timely and human, not automated. ### **6. Add users to a study group for peer collaboration** Learning doesn’t have to happen alone—in fact, it shouldn’t. Automation makes it easy to place learners into the right study groups based on performance, encouraging collaboration and peer support. For example, learners who score 50% or lower on a course pre-test could be automatically added to a remedial group, while those scoring 90% or higher join an advanced group. [![LearnDash automation workflow. When a user scores 60% or less on a quiz, they are added to a group for remedial support.](https://automatorplugin.com/wp-content/uploads/2018/11/add-learners-to-groups-1024x724.png "add-learners-to-groups")](https://automatorplugin.com/wp-content/uploads/2018/11/add-learners-to-groups.png) This action can be paired with a series of automated, drip-fed emails that explain how to participate, introduce community norms, and encourage ongoing engagement. With the right group at the right time, learners are more likely to stay involved and succeed together. ### **7. Check in on incomplete courses** Some of the most valuable automations trigger when nothing happens. When learners stall, forget to return, or quietly drop off, automation can step in before it’s too late. Using Automator’s **Filter** and **Delay** features, you can detect when a learner has access to a course but hasn’t completed a lesson after a set number of days. These automations might send a friendly reminder email, trigger additional support, or follow up when a learner hasn’t visited the site recently or viewed a lesson without completing it. [![A LearnDash automation that sends an email to a learner if they haven’t completed a lesson within 14 days of enrollment.](https://automatorplugin.com/wp-content/uploads/2018/11/check-in-with-learners-1024x863.png "check-in-with-learners")](https://automatorplugin.com/wp-content/uploads/2018/11/check-in-with-learners.png) By checking in at the right moment, you can re-engage learners automatically—without manual monitoring or awkward follow-ups. ## **Improve course sales** Not every LearnDash site is built to generate revenue—but for those that are, automation makes it easy to create helpful, well-timed opportunities to sell without disrupting the learning experience. When recommendations are relevant and timely, they feel like guidance, not marketing. ### **8. Recommend products on course completion** When a learner completes a course, it’s the perfect moment to suggest what comes next. Instead of leaving learners to figure it out on their own, automation lets you send a follow-up email with a relevant course or product recommendation. With Automator, these recommendations can be personalized based on previous purchases and completed courses. This way, you never suggest something a learner has already bought or finished. The result is a smoother learning journey and a natural transition to the next step. If you’re using WooCommerce alongside LearnDash, you can even generate new orders for learners complete with a direct-to-checkout link and coupons automatically applied. [![WooCommerce and LearnDash automation that generates an order with a product and a payment gateway when a user completes a course if they haven’t purchased the product before.](https://automatorplugin.com/wp-content/uploads/2018/11/recommend-products-on-course-completion-1024x919.png "recommend-products-on-course-completion")](https://automatorplugin.com/wp-content/uploads/2018/11/recommend-products-on-course-completion.png) ### **9. Offer upsells that fit the learner’s needs** The best upsells solve real problems. Automation and CRM data make it easier to spot those opportunities and act on them at the right time. If a learner is struggling with quiz performance, you might suggest private coaching or supplemental training. If a course evaluation shows interest in a specific topic, you can recommend a more advanced class. By tracking behavior and performance, automation helps you deliver relevant offers when learners are most likely to benefit—and most likely to say yes. ### **10. Create certification programs** LearnDash doesn’t include built-in certification programs, but certifications can be a powerful way to encourage learners to complete more courses and invest in deeper learning. With the Uncanny Owl **Continuing Education Credits** addon, you can award certificates for completing combinations of courses. Tools like GamiPress, BadgeOS, and Uncanny Automator let you automatically award badges or certification rewards when learners complete a defined series. You can even require learners to both complete the courses and purchase a certification product, creating a structured, revenue-generating certification pathway. [![LearnDash automation with multiple course completion triggers to create an automated certificate program.](https://automatorplugin.com/wp-content/uploads/2018/11/create-certificate-programs-1024x844.png "create-certificate-programs")](https://automatorplugin.com/wp-content/uploads/2018/11/create-certificate-programs.png) *Looking for more ways to automate your LearnDash and WooCommerce upsells? Check out this article:* [*3+ WooCommerce Upsell Automations That Actually Drive Sales*](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/)*.* [![WooCommerce upsell automation illustration showing a robot mascot launching upward like a rocket above a rising bar chart with a Woo logo, alongside the text “Recipe Ideas — Woo Upsell Automations That Actually Drive Sales”.](https://automatorplugin.com/wp-content/uploads/2025/12/woocommerce-upsell-automations-featured-image.png "woocommerce-upsell-automations-featured-image")](https://automatorplugin.com/3-woocommerce-upsell-automations-that-will-actually-drive-sales/) ## **Improve knowledge transfer** Automation doesn’t just save time—it helps learners retain more of what they’ve learned. By reinforcing concepts, pacing learning appropriately, and setting clear expectations, you can dramatically improve how well information sticks. ### **11. Reinforce training outside of your WordPress site** Learning doesn’t have to stop when a lesson ends. With Automator’s [**253 integrations**](https://www.automatorplugin.com/integrations), you can extend LearnDash training beyond your WordPress site and reinforce key concepts in other tools your learners already use. For example, after completing a set of important lessons, you can use Uncanny Automator to send learners a summary of what they covered along with suggested next steps. With Automator and tools like WhatsApp, Discord, and Zapier, you can also pass training data to HR systems or other apps, allowing related learning materials to be delivered through additional platforms and channels. [![The Uncanny Automator mascot powers a connection between LearnDash and WhatsApp, symbolizing how users can connect LearnDash to WhatsApp for automated eLearning notifications.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-featured-image.jpg "connect-learndash-to-whatsapp-featured-image")](https://automatorplugin.com/how-to-connect-learndash-to-whatsapp-and-4-elearning-notification-tips/) [**Connect LearnDash to WhatsApp for Multi-Channel eLearning Experiences >>>**](https://automatorplugin.com/how-to-connect-learndash-to-whatsapp-and-4-elearning-notification-tips/) ### **12. Offer more blended learning opportunities** If you offer live in-person events and/or webinars as a complement to your online courses, automation makes it easy to connect them into a single learning experience. Signing up for a live Zoom workshop could automatically unlock a related LearnDash course to help learners prepare in advance. Or you could bundle live sessions and on-demand content together to reinforce learning across multiple formats. Blended learning keeps engagement high and helps learners absorb information in ways that work best for them. [![connect-learndash-to-zoom-featured-image](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-featured-image.jpg "connect-learndash-to-zoom-featured-image")](https://automatorplugin.com/connect-learndash-to-zoom-webinars-and-meetings/) [**Connect LearnDash to Zoom to Host Live Webinars >>>**](https://automatorplugin.com/connect-learndash-to-zoom-webinars-and-meetings/) ### **13. Keep learning manageable** Seeing a long list of required courses can feel overwhelming—especially for new learners. Instead of giving users access to everything at once, automation lets you release content gradually and intentionally. [![LearnDash automation for drip learning. When a user completes one course, they are automatically enrolled in the next course.](https://automatorplugin.com/wp-content/uploads/2018/11/auto-enroll-users-in-new-courses-1024x781.png "auto-enroll-users-in-new-courses")](https://automatorplugin.com/wp-content/uploads/2018/11/auto-enroll-users-in-new-courses.png) You might unlock the next two courses only after one is completed, or release additional resources when learners reach key milestones. By pacing access to content, you help learners stay focused, motivated, and confident as they move through their learning path. ### **14. Set users up for success** One of the most overlooked opportunities on LearnDash sites is the course start experience. A simple automated welcome can make a big difference. When a learner enrolls in a course, you can automatically send an introductory email that welcomes them, sets expectations, and shares tips for success. This early guidance helps learners feel supported from the start—and leads to better engagement and stronger learning outcomes overall. [![Illustration of Uncanny Automator mascot pointing at a computer screen with a calendar of email icons. Text reads 'How To Automate Welcome Email Drip Campaigns'.](https://automatorplugin.com/wp-content/uploads/2025/09/automated-welcome-email-drip-campaign-no-crm-featured-image.png "automated-welcome-email-drip-campaign-no-crm-featured-image")](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) [**Created Automated Drip Campaigns for LearnDash (Without a CRM) >>>**](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) ## **Create better courses** Automation doesn’t just support learners—it helps you improve the courses themselves. By collecting better data and measuring what really matters, you can continuously refine your training programs. ### **15. Make course evaluation automatic—and more meaningful** Post-course surveys are great for capturing immediate feedback, but they don’t always tell you whether learning actually stuck. With automation, you can go beyond surface-level reactions and start measuring real knowledge transfer. Using tools like Uncanny Automator and Zapier, you can automatically collect pre and post-test quiz scores and pass them to Google Sheets for comparison, helping you see how much learners improved after completing a course. You can also take evaluation further by using a CRM to trigger follow-up assessments—such as a quiz sent 30 days after course completion—to better understand long-term retention and how learners apply what they’ve learned in the real world. With richer, automated insights, your courses get better over time—without adding more manual work. *Looking to make better online courses with AI? Learn how to* [*connect LearnDash to OpenAI’s ChatGPT to generate course content, provide feedback, and more*](https://automatorplugin.com/using-openai-and-chatgpt-models-with-learndash/)*.* [![Using OpenAI and ChatGPT Models with LearnDash Feature Image](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-Feature-Image.png "Using OpenAI and ChatGPT Models with LearnDash Feature Image")](https://automatorplugin.com/using-openai-and-chatgpt-models-with-learndash/) ## **Uncanny Automator: #1 eLearning Automation Tool** Running a successful LearnDash site doesn’t have to mean working harder or even spending more money. With the right automations in place, you can create more engaging learning experiences, support learners at the right moments, and grow your courses—without adding more work to your plate. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is built specifically to make LearnDash automation accessible. Whether you’re: - auto-enrolling learners in new courses, - sending timely emails and cross-channel communications, - unlocking content in a personalized way, - marking milestones and rewarding progress, - or connecting LearnDash to WooCommerce, CRMs, and other tools, Automator lets you build powerful workflows in minutes—no code required. If you want your LearnDash site to work smarter, adapt to learners automatically, and scale without complexity, Uncanny Automator is the easiest way to make it happen. [**Unlock eLearning Automations >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **What are LearnDash automations?** LearnDash automations are workflows that automatically perform actions—such as enrolling users, sending emails, unlocking content, or awarding certificates—based on learner activity or conditions. Uncanny Automator gives you the ability to automate every aspect of your LearnDash site without writing code. **How do LearnDash automations improve learner engagement?** Automations drive engagement by delivering timely reminders and personalizing content, rewards, and support. This keeps learners motivated and reduces churn. **Can I automate LearnDash without coding?** Yes. With Uncanny Automator you can build LearnDash automations using a no-code, visual interface—no technical skills required. **What can I automate in LearnDash?** You can automate enrollments, course progression, emails, group assignments, reminders, upsells, certifications, reporting, and more. **Are LearnDash automations good for course sales?** Yes. Automations can recommend courses on completion, trigger upsells based on performance, and create structured certification pathways that increase AOV and revenue. **Can LearnDash automations help with knowledge retention?** Absolutely. Automations can reinforce learning with follow-ups, summaries, delayed quizzes, and multi-channel delivery to improve retention and real-world application. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [Connect Easy Digital Downloads to Zoho Campaigns](https://automatorplugin.com/connect-easy-digital-downloads-to-zoho-campaigns/) **Published:** August 23, 2024 **Author:** Brendan Da Costa **Content:** *Connect Easy Digital Downloads to Zoho Campaigns the easy way: with Uncanny Automator. Create lists, subscribe and unsubscribe contacts and manage your GDPR compliance automatically.* **TLDR? Here are the key takeaways…** Uncanny Automator **connects Easy Digital Downloads (EDD) to Zoho Campaigns** without coding or per-automation fees. - Auto-subscribe customers to Zoho lists when they purchase downloads. - Create and populate your Zoho lists instantly with Automator’s User Loops. Automate your WordPress marketing automation with Uncanny Automator. Segment your contacts, trigger campaigns, and personalize communications without the added effort—or costs. [**Get started with Automator >>>**](https://www.automatorplugin.com/pricing) Are you looking for a way to connect [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) to Zoho Campaigns? Well, you’re in luck—you’ve landed on the right page. In this post, we’ll show you the easiest way to create a seamless EDD and [**Zoho Campaigns**](https://automatorplugin.com/share/zoho-campaigns/) integration: with [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this walkthrough, you’ll be able to create lists in Zoho Campaigns directly from your EDD-powered WordPress website, automatically subscribe and unsubscribe contacts and much more. But that’s enough of an introduction for now. Let’s get into the good stuff ## Why Connect [EDD](https://automatorplugin.com/share/easy-digital-downloads/) to [Zoho Campaigns](https://automatorplugin.com/share/zoho-campaigns/) with [Automator](https://automatorplugin.com/pricing) Easy Digital Downloads is the best ecommerce platform for WordPress websites and businesses with downloadable and licensable content. Likewise, [**Zoho Campaigns**](https://automatorplugin.com/share/zoho-campaigns/) is a leading CRM and email marketing platform that helps businesses connect with their customers. By connecting [**EDD**](https://automatorplugin.com/share/easy-digital-downloads/) and Zoho Campaigns, WordPress businesses can generate more leads and build lasting relationships with their customers that increase lifetime value. But connecting these two powerful tools to realize those benefits can be a challenge.Unless you have [**Uncanny Automator**](https://www.automatorplugin.com/pricing)! [![connect-easy-digital-downloads-to-zoho-automator-homepage](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-automator-homepage.jpg "connect-easy-digital-downloads-to-zoho-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-automator-homepage.jpg) You may already know Automator as the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called *recipes*, you can connect any (or all) of your favorite apps and plugins. While there are other tools that can connect EDD to Zoho Campaigns, Automator offers some key advantages. - **Affordability:** Imagine having to pay an automation fee each time you want to add an EDD customer to a Zoho Campaigns list. The costs would be astronomical! Fortunately, unlike other automation and integration tools, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply choose your integrations, select as many triggers and actions as you want and automate away! - **Seamlessness:** Automator is fully-integrated with EDD and the Recurring Payments and Software Licensing addons. This means that you can connect your EDD customer data to Zoho Campaigns however you choose, whether it’s creating lists from active subscriptions or automatically moving contacts to different lists based on purchases, statuses, location, etc. - **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can connect EDD to Zoho Campaigns and a whole lot more. - **Scalability:** As your EDD-powered business grows, you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to manage hundreds or even thousands of your EDD customers in Zoho Campaigns with the click of a button. [**Ready to connect EDD to Zoho Campaigns? Up your marketing automation game with an Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) Not ready to go Pro quite yet? You can still follow the rest of this tutorial with Automator’s [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version. Simply download and activate the plugin then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as [**Zoom**](https://automatorplugin.com/share/zoom/), [**OpenAI**](https://automatorplugin.com/share/openai/), [**Notion**](https://automatorplugin.com/share/notion/) and more! ## **Subscribe EDD Customers to Zoho Campaigns Lists** Now that you have your Automator Pro license, it’s time to create your first EDD and Zoho integration. [![connect-easy-digital-downloads-to-zoho-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-recipe-1-1024x599.png "connect-easy-digital-downloads-to-zoho-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-recipe-1.png) In the recipe pictured above, we’re able to add our EDD customers to a Zoho Campaigns list whenever they purchase a download. Want to know how we did it? Follow the steps below. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe, “Subscribe EDD Customers to Zoho List”. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Easy Digital Downloads**. [![easy-digital-downloads-integration](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png "easy-digital-downloads-integration")](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png) From the dropdown list that appears, select *A user purchases a download*. [![edd-trigger-a-user-purchases-a-download](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-a-download-1024x469.png "edd-trigger-a-user-purchases-a-download")](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-a-download.png) Automator will prompt you to select one of your downloads. To capture as many of our EDD customers as possible, we have selected *Any download*. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![edd-trigger-a-user-purchases-any-download-live](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-any-download-live-1024x365.png "edd-trigger-a-user-purchases-any-download-live")](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-any-download-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Zoho Campaigns**. [![zoho-campaigns-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-campaigns-integration-not-connected.png "zoho-campaigns-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-campaigns-integration-not-connected.png) If you haven’t already connected your Zoho Campaigns account, don’t worry. Click **Connect account** in the popup that appears and follow the prompts. Once you’ve connected your account, return to the recipe editor and select *Subscribe a contact to a list*. [![zoho-action-subscribe-a-contact-to-a-list](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-action-subscribe-a-contact-to-a-list-1024x469.png "zoho-action-subscribe-a-contact-to-a-list")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-action-subscribe-a-contact-to-a-list.png) Automator will present you with a form where you can fill out the new contact’s details. First, select the list to which you would like to add your EDD customers. For example, we have selected our “Master List”. Next, we are going to use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) to fill out our EDD customers’ data for Zoho Campaigns. To use a token, click the **Asterisk** in a field. From the dropdown list that appears, select the token that corresponds to that field. For example, in the *Email* field, you can select the “User email” token. [![user-email-token](https://automatorplugin.com/wp-content/uploads/2024/08/user-email-token-1.png "user-email-token")](https://automatorplugin.com/wp-content/uploads/2024/08/user-email-token-1.png) You can fill out the remaining fields, such as “First Name”, “Last Name” and “Twitter Handle” with more tokens. **[Want to sync more of your EDD customer information with Zoho Campaigns? The Custom Uses Fields Addon for Automator allows you to securely and easily store valuable lead information such as social media handles, phone numbers, associations and more. Get the CUF Addon with a Pro – Plus or Elite license>>>.](https://automatorplugin.com/custom-user-fields-addon/)** Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![zoho-action-subscribe-a-contact-to-a-list-live](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-action-subscribe-a-contact-to-a-list-live-1024x423.png "zoho-action-subscribe-a-contact-to-a-list-live")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-action-subscribe-a-contact-to-a-list-live.png) That’s it! You’ve just created your first EDD and Zoho Campaigns integration. How easy was that? [**Want to make more EDD and Zoho recipes like this one? Get your Automator Pro license now and up your email marketing game>>>.**](https://www.automatorplugin.com/pricing) ## **Create Zoho Campaigns Lists from EDD Customers** With your first Automator recipe under your belt, it’s time to take a look at some of Automator’s more advanced features. But don’t worry—it’s just as easy to use. [![connect-easy-digital-downloads-to-zoho-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-recipe-2-945x1024.png "connect-easy-digital-downloads-to-zoho-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-recipe-2.png) In the recipe pictured above, we’re able to both create and populate a Zoho Campaigns list of EDD customers with the click of a button. Does that sound too good to be true? Follow the steps below and try it out for yourself! **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Create Zoho Campaigns List from EDD Customers”. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png "automator-integration-run-now")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select *Trigger recipe manually*. Once you’re finished, your *Triggers* panel should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Zoho Campaigns**. From the dropdown list that appears, select *Create a list*. [![zoho-actions-create-a-list](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-actions-create-a-list-1024x481.png "zoho-actions-create-a-list")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-actions-create-a-list.png) Automator will present you with a form with the fields *List name*, *Signup form* and *Emails*. Name your new list and set the *Signup Form* to either “Private” or “Public”. For example, we have named our list “EDD – Automation 101” and set it to “Private”. To create the list, you will need to add at least one email address in the *Email* field. For simplicity, we have added our site’s “Admin email”. [![zoho-campaigns-list-form](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-campaigns-list-form.png "zoho-campaigns-list-form")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-campaigns-list-form.png) Once you’re finished, click **Save**. Your completed action should look something like this: [![zoho-actions-create-a-list-live](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-actions-create-a-list-live-1024x463.png "zoho-actions-create-a-list-live")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-actions-create-a-list-live.png) **Step 4: Configure Your User Loop(s)** The action that we configured in the previous step will create our new Zoho Campaigns list. Now, we need to populate that list with some of our EDD customers. We’ll accomplish this using Automator’s *User Loops* feature and some nifty filters. In the *Actions* panel, click **Add** and select **User loop**. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/08/add-user-loop-1024x371.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/08/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Zoho Campaigns**. From the dropdown list that appears, select *Subscribe a contact to a list*. Automator will present you with a form. In the *List* field, we’re going to use a token to select our newly created list. In the *List* field, from the dropdown, select *Use a token/custom value*. [![zoho-list-use-a-token-custom-value](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-list-use-a-token-custom-value.png "zoho-list-use-a-token-custom-value")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-list-use-a-token-custom-value.png) In the subfield that appears, click the **Asterisk** and select the “List ID” token from the action that we created in **Step 3**. You can enter “list id” in the search bar to make finding this token easier. [![zoho-token-list-id](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-token-list-id.gif "zoho-token-list-id")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-token-list-id.gif) (Note: You **must** use the “List ID” token. The value that this token represents corresponds to the [*List key*](https://help.zoho.com/portal/en/kb/campaigns/user-guide/contact-management/list-tools/articles/what-are-list-tools#Use_List_Key_for_API) that Zoho uses for API calls. Zoho will **not** be able to find the list to which you want to add your EDD customers if you choose the “List name” token.) Next, in the *Email* field, select the “User email” token underneath the *Loop* dropdown. [![user-loop-user-email-token](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-user-email-token.png "user-loop-user-email-token")](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-user-email-token.png) Fill out the remaining fields using tokens from the *Loop* dropdown. Once you’re finished, click **Save**. Your *Actions* panel, with your primary action and user loop should look something like this: [![zoho-action-and-zoho-user-loop](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-action-and-zoho-user-loop-1024x904.png "zoho-action-and-zoho-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-action-and-zoho-user-loop.png) **Step 5: Add an EDD Filter** Now that you have your action and user loop all set up, it’s time to determine which of your EDD customers to add to this list. We are going to accomplish this using Automator’s *filters* feature. To add a filter, hover over the action within the *Loop* pane and click **Filter**. A modal will appear with various filters for different apps and plugins. Click **Easy Digital Downloads**. [![zoho-campaigns-filter-modal](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-campaigns-filter-modal.gif "zoho-campaigns-filter-modal")](https://automatorplugin.com/wp-content/uploads/2024/08/zoho-campaigns-filter-modal.gif) (Note: If you have the EDD – Recurring Payments and/or Software Licensing Addons, you will see additional filters underneath Easy Digital Downloads.) Select the filter that you want to use to define your newly created Zoho Campaigns list. For example, we want to create a list of our EDD customers who have purchased a specific download. [![edd-filter-user-has-purchased-automation-101](https://automatorplugin.com/wp-content/uploads/2024/08/edd-filter-user-has-purchased-automation-101-1024x523.png "edd-filter-user-has-purchased-automation-101")](https://automatorplugin.com/wp-content/uploads/2024/08/edd-filter-user-has-purchased-automation-101.png) Once you’re finished, click **Save filter**. Your *Loop* pane should now include a filter that looks something like this: [![user-loop-zoho-action-with-edd-filter](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-zoho-action-with-edd-filter-1024x854.png "user-loop-zoho-action-with-edd-filter")](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-zoho-action-with-edd-filter.png) **Step 6: Run now** Ready to create and populate a brand new Zoho Campaigns list with your EDD customers? You’re just one click away. Click the **Run now** button and kick back as Automator handles the busywork. [![connect-easy-digital-downloads-to-zoho-recipe-2-run-now](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-recipe-2-run-now-945x1024.png "connect-easy-digital-downloads-to-zoho-recipe-2-run-now")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-easy-digital-downloads-to-zoho-recipe-2-run-now.png) [**Forget manual data entry. Get your Automator Pro license now and create Zoho Campaigns lists with the click of a single button>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **How do I connect Easy Digital Downloads to Zoho Campaigns?** There are a few ways to connect Easy Digital Downloads to Zoho Campaigns. However, the most cost-effective and user-friendly solution is Uncanny Automator. You won’t have to pay per automation fees, don’t need any coding knowledge and, most importantly, you can create a seamless integration. Automator will also give you access to [**253 more integrations**](https://www.automatorplugin.com/integrations) so you can connect EDD to Zoho and a whole lot more. **Can I connect Easy Digital Downloads to Zoho Campaigns for free?** Yes, you can connect Easy Digital Downloads to Zoho Campaigns for free using the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator. Simply download and activate the plugin then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. As your business grows, you can upgrade to a Pro license to take advantage of more time-saving features. **Can I automatically add EDD customers to a specific list in Zoho Campaigns?** Absolutely! By using Uncanny Automator, you can set up a recipe that automatically adds customers to a specific list in Zoho Campaigns based on their EDD purchase, download and subscription behaviors. This integration ensures your customers enter the marketing funnels that are most relevant to them. **Is it possible to send automated emails through Zoho Campaigns after an EDD purchase?** Yes, once you connect EDD to Zoho Campaigns using Uncanny Automator, you can automatically trigger email campaigns in Zoho. This can include welcome emails, product recommendations, or follow-up messages tailored to what the customer has purchased. To learn more about Zoho automations and workflows, [click here](https://help.zoho.com/portal/en/kb/campaigns/user-guide/marketing-automation/workflows/articles/how-to-create-a-workflow). ## **Conclusion** Connecting Easy Digital Downloads to Zoho Campaigns unlocks powerful marketing automation opportunities, streamlining your workflow and ensuring your customers are engaged right after purchase. By leveraging the capabilities of Uncanny Automator, you can seamlessly integrate these platforms and create personalized, automated email campaigns that drive customer retention and sales. [**If you’re ready to optimize your digital store’s marketing efforts, don’t hesitate to set up this integration today with Uncanny Automator>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Automating WordPress Lead Generation: A Comprehensive Guide (+ Best Practices)](https://automatorplugin.com/automated-wordpress-lead-generation/) **Published:** February 28, 2025 **Author:** Syed Balkhi **Content:** **TLDR? Key Takeaways…** - Automating lead generation on WordPress saves time, reduces manual work, and improves data accuracy. - Key benefits include consistent nurturing, higher-quality leads, better analytics, scalability, and improved ROI. - Automation works best when connected to forms, landing pages, popups, email sequences, contests, and affiliate workflows. - Tools like [**Uncanny Automator**](https://automatorplugin.com/pricing/) let you trigger actions across plugins and apps without coding. - Measure success through conversion rates, cost per lead, engagement metrics, and funnel performance to iterate and optimize. Are you looking to automate your WordPress lead generation process? If so, you’re in the right place! It makes sense that you would want to learn how to automate your marketing. Chasing down prospects, managing spreadsheets, and sending countless emails are incredibly time-consuming and inefficient. That’s not even mentioning that when lead generation is done manually, especially as it relates to large datasets, it’s more likely to contain inconsistencies, which could result in missed opportunities. Folks who manage WordPress websites for their business are all too familiar with this challenge. Just for context, WordPress powers over [43%](https://www.isitwp.com/interesting-wordpress-stats-facts/) of all websites. Impressive, right? Automation has revolutionized how businesses attract and nurture leads. With the proper workflow and tools, your WordPress website can work tirelessly in the background, capturing and qualifying prospects, nurturing relationships, and freeing you to focus on what truly matters: growing your business. Our guide today is designed to help you harness the power of WordPress lead generation automation. We’ll share actionable strategies, explore some of the best tools, and share some high-impact best practices so you can take your business to the next level. And at the heart of it all, we’ll show you how [**Uncanny Automator**](https://automatorplugin.com/pricing/) can be your central solution for orchestrating these powerful workflows. Let’s dive in! ## The Advantages of Automating Your WordPress Lead Generation Strategy Before we get too far into it, it’s super important to understand some of the general benefits of automating your lead generation strategy. So, we are going to run through some of the more noteworthy benefits. - **Save Time and Resources** – Manual lead generation is a resource drain. Think of the hours spent on data entry, sending follow-up emails, and manually qualifying leads. Automation streamlines these repetitive tasks, freeing up your valuable time and resources. Your team can then focus on other high-value activities. - **Consistently Nurture Leads** – Leads often require consistent nurturing before they are ready to become customers. While you will want to have real conversations at specific touchpoints, a good email automation workflow can help you automatically nurture leads by sending relevant content, discounts, and even feedback forms. - **Boost Lead Quality** – Not all leads are created equal. Automation allows you to use data-driven techniques to identify and engage high-value prospects. By tracking lead behavior and interactions, you can automatically qualify leads, which will help you focus on people who are willing to take action while improving your conversion rates. - **Enhance Data Collection and Insights** – Manual lead generation often results in fragmented data scattered across different spreadsheets and systems. Automation provides centralized and enhanced data collection. This means you can track which strategies are working, identify bottlenecks, and refine your approach based on concrete data instead of guesswork. - **Scale Without Limits** – Manual lead generation is inherently limited by human capacity. As your business grows, scaling manual efforts becomes increasingly challenging and costly. Automation can mitigate some of these limitations. It’s much easier to scale when you don’t have to drastically improve anyone’s workload or dramatically increase hiring. - **Improve ROI** – When you achieve the benefits listed above, you’re improving your ROI from several different angles. The bottom line is smart automation translates directly into minimized costs and maximized returns, which means your marketing budget is working harder for you. ## When to Use Lead Generation Automation Automation isn’t a one-size-fits-all solution. There are many different ways to generate leads for your WordPress website. You might want to automate one or two things, or you might want to automate much more. It all depends on your industry, goals, and resources. With that in mind, here are some prime examples of when leveraging automation can help you turn more visitors into subscribers or subscribers into customers. ### **Building and Optimizing Landing Pages** Landing pages are crucial for conversions since, as the name implies, they’re often the first place visitors see when they visit your site, usually after clicking a call-to-action. You need to capture their attention and put your value proposition on display during this brief window. Luckily, automated workflows can make this process much easier while still delivering a top-notch experience. [![SeedProd integration page in Uncanny Automator, showing available triggers and SeedProd Pro requirement.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-seedprod-integration-page-1024x628.png "automator-seedprod-integration-page")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-seedprod-integration-page.png) Tools like [**SeedProd**](https://automatorplugin.com/share/seedprod/) can help you to create visually appealing, conversion-focused landing pages right within WordPress, with no coding required. But that’s just one piece of the puzzle. The real magic happens when you integrate SeedProd with Uncanny Automator. Now, when someone makes it to your landing page and takes action, for example, by filling out an opt-in form, Uncanny Automator springs into action. You can automatically add these new leads to targeted email lists, trigger personalized welcome sequences, or even send them directly into your CRM. This seemingly [**simple automated workflow**](https://automatorplugin.com/woocommerce-automations-to-boost-conversions/) will save your marketing team countless hours. ### **Managing Form Engagement** Forms are a direct line to gathering valuable lead information, and [**WPForms**](https://automatorplugin.com/share/wpforms) is a fantastic WordPress plugin for building user-friendly forms tailored to capture exactly what you need from your audience. However, simply collecting form submissions isn’t enough – you need to act on that data. The Uncanny Automator integration with WPForms is one of the best ways to do this. [![WPForms triggers and actions in Uncanny Automator, showing Pro and free options for logged-in and all users.](https://automatorplugin.com/wp-content/uploads/2025/02/wpforms-triggers-and-actions-automator-1024x860.png "wpforms-triggers-and-actions-automator")](https://automatorplugin.com/wp-content/uploads/2025/02/wpforms-triggers-and-actions-automator.png) Connect these WordPress tools, and you can automate a whole range of actions based on form submissions. Instead of manually sifting through entries, let automation take over. For example, you can automatically deliver personalized resources or content based on specific answers provided in the form. And if you’re using Ninja Forms, this is also a prime opportunity to leverage [**Uncanny Automator’s OpenAI integration**](https://automatorplugin.com/integration/openai/). You can use this AI-powered feature to analyze form responses in real time, automatically tagging leads if it detects a negative sentiment. ### **Creating Website Popups** There’s no doubt that well-timed popups are excellent for turning visitors into leads. [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) stands out as a leading popup plugin, offering a wide array of customizable popup types and targeting options, and it integrates flawlessly with WordPress. [![OptinMonster integration page in Uncanny Automator, highlighting triggers, actions, and Pro features.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-optinmonster-integration-page-1024x746.png "automator-optinmonster-integration-page")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-optinmonster-integration-page.png) When you combine the targeting prowess of OptinMonster with the automation capabilities of Uncanny Automator, you unlock a potent combination for shortening the marketing cycle and boosting conversions. Here’s what that could look like: You could leverage behavioral triggers in OptinMonster to display popups at precisely the right moment – when a visitor shows exit intent, spends a certain amount of time on a page, or scrolls to a specific point. Then, let Uncanny Automator handle the follow-up. You can establish a workflow that lets you automatically add popup subscribers to segmented email lists, trigger personalized thank-you messages, or even grant them instant access to exclusive content. This is how many small businesses are able to keep up with new subscribers. ### **Hosting Giveaways for Viral Growth** Looking for a surefire way to generate buzz and rapidly expand your audience? Giveaways are a proven strategy, and [**RafflePress**](https://automatorplugin.com/share/rafflepress/) is one of the best WordPress plugins for creating viral contests that are easy to set up and manage. [![RafflePress integration page in Uncanny Automator, showcasing triggers, requirements, and plugin details.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-rafflepress-integration-page-1024x569.png "automator-rafflepress-integration-page")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-rafflepress-integration-page.png) But to truly maximize the impact of your giveaways, you’ll want to integrate RafflePress with Uncanny Automator so you can automate what happens when someone enters your contest. You’ll be able to use this to keep participants engaged, even if you’re not there guiding them step by step. ### **Affiliate Partnerships Management** Affiliate marketing has become a remarkably lucrative way to amplify your reach and revenue, which is highlighted by the fact that it accounts for around [**16% of all online sales in North America**](https://www.publift.com/blog/affiliate-marketing-statistics). If this is something you want to pursue, you’ll want to invest in a WordPress plugin like **[AffiliateWP](https://automatorplugin.com/share/affiliatewp)**, which is specifically designed for managing and scaling affiliate programs. [![Sample AffiliateWP automation recipes in Uncanny Automator, showcasing triggers and required integrations.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-sample-recipes-for-affiliatewp-1024x572.png "automator-sample-recipes-for-affiliatewp")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-sample-recipes-for-affiliatewp.png) However, managing affiliates manually can quickly become overwhelming. But don’t worry; Uncanny Automator can help. You’ll be able to set up a whole host of workflows that will streamline and automate your partnership management, including when someone is paid, when a purchase is made, and when someone joins your program. This means you’ll have more time to build rapport with affiliates and your customers instead of crunching numbers and manually sending onboarding emails every time someone joins. ### **Email Marketing Integration** Even in 2025, email marketing remains a powerhouse strategy for nurturing leads and driving conversions. If you’re curious; [**50% of marketers say that email is “the most impactful channel”**](https://optinmonster.com/email-marketing-statistics/) in their multi-channel strategy, while **over 70% say that an email newsletter** is a core part of their content marketing strategy. [**FunnelKit**](https://automatorplugin.com/share/funnelkit-bf2022) is a WordPress plugin designed for creating sophisticated automated email sequences and high-converting sales funnels directly within WordPress. [![List of triggers and actions for AffiliateWP in Uncanny Automator, including tag and list management options.](https://automatorplugin.com/wp-content/uploads/2025/02/affiliatewp-triggers-and-actions-automator-853x1024.png "affiliatewp-triggers-and-actions-automator")](https://automatorplugin.com/wp-content/uploads/2025/02/affiliatewp-triggers-and-actions-automator.png) To take your email marketing automation to the next level, all you have to do is integrate FunnelKit with Uncanny Automator. This powerful combination allows you to create truly dynamic and responsive email marketing campaigns. You can leverage FunnelKit’s visual automation builder to design intricate drip campaigns that meticulously nurture leads, guiding them step-by-step through your unique sales funnel. Then, let Uncanny Automator step in and be a lightning-fast organizer of your new leads. You can tag prospects based on preferences, add them to specific lists, and more. By simply automating this part of your **[email campaign](https://automatorplugin.com/how-to-send-an-email-campaign-in-wordpress/)**, you save a little bit of time each day, which is certain to add up over time. ## Best Practices for Generating High-Quality Leads Automation is a powerful tool, but it’s most effective when focused on attracting the *right* leads. In other words; people who are most likely to become valuable customers. With that in mind, here are key best practices to ensure you’re generating high-quality leads with your WordPress automation efforts: - **Set Lead Qualification Criteria** – First, you’ll want to identify what a “qualified lead” means for your business. Consider factors like demographics, industry, company size, job title, engagement level, and expressed needs or interests so you’re getting the complete picture. Having these standards in place ensures your marketing and sales teams focus their efforts on prospects with the highest potential for conversion. Automation can then be configured to filter and prioritize leads based on these pre-defined criteria. - **Optimize Your Forms** – Your lead capture forms are often the first point of interaction with potential customers, so make them count. Minimize the number of fields you ask for; you can do this by only requesting essential information. This will reduce friction and increase completion rates. It’s also crucial to include a clear and compelling call-to-action that tells visitors exactly what to do and what they’ll gain by filling out the form. - **Validate Data for Accuracy** – Collecting inaccurate or invalid data can lead to wasted efforts and poor performance. Always implement data validation tools to automatically verify the accuracy of information submitted through your forms. Specifically, focus on email address validation to improve email deliverability and reduce bounce rates. These steps ensure your data is clean, reliable, and ready for effective follow-up and nurturing. - **Stay GDPR-Compliant** – If you want to build a loyal customer base, privacy and data protection are non-negotiable. Always make sure lead generation practices are fully compliant with GDPR (General Data Protection Regulation) and other relevant privacy laws. For instance, always obtain explicit consent for data collection, clearly communicate how you will use their data, and provide easy opt-out options. Building trust with your audience by demonstrating respect for their privacy is essential for long-term success and avoiding potential penalties. Remember, Uncanny Automator can facilitate GDPR requests by automating user data deletion processes when required. - **Segment Your Audience** – Generic marketing messages rarely resonate with people. So, you’ll want to segment your leads instead based on their goals, interests, and pain points. Segmentation allows you to deliver targeted campaigns with a higher conversion rate. Uncanny Automator can facilitate audience segmentation through the use of filters within your automation recipes, allowing you to dynamically group and target leads based on the factors that matter most to your business. ## Advanced Automation Strategies to Elevate Your Results Once you’ve mastered the basics of lead generation automation, you can explore more sophisticated strategies to take your results to the next level. These advanced techniques can provide deeper insights, personalize the lead experience, and optimize your workflows for maximum impact. ### **Multi-Touch Attribution** You’ll want to take some time to research and understand the average user journey. Once you know how people are moving through your content, you’ll get a holistic view of which marketing channels and touchpoints have the biggest impact on conversions. Some great places to start include which type of social media content gets the most clicks, what lead magnets are the most popular, and what platforms have the highest conversion rate. These data-backed insights allow you to optimize your marketing spend, allocate resources effectively to high-performing channels, and refine your overall lead generation strategy for better ROI. ### **Progressive Profiling** The last thing you want to do is overwhelm a potential lead. Progressive profiling is a smart approach to collect lead data incrementally over time. Instead of asking for all information upfront, you gradually request additional details as leads interact with your website and content. For example, your initial form might only ask for an email address. On subsequent interactions, you can progressively ask for job title, company size, or specific interests. This respectful and user-friendly approach improves form completion rates, enhances the user experience, and allows you to build a richer lead profile over time without creating initial barriers. ### **Behavioral Targeting** Personalize your messaging based on *what leads actually do*. Behavioral targeting leverages user actions and website behavior to trigger highly relevant and personalized messages and offers. Track actions like pages visited, content downloaded, time spent on site, and past interactions. Then, you can use automation to trigger personalized emails or targeted content based on these specific behaviors. For instance, if a lead repeatedly visits your pricing page, you can automatically trigger a special discount offer or a case study relevant to their industry. Behavioral targeting ensures your communication is timely, relevant, and significantly more impactful. ### **Cross-Platform Synchronization** Cross-platform synchronization involves connecting your WordPress website and automation workflows with other essential marketing tools like your CRM system and email marketing platform. Taking this step ensures data flows seamlessly between systems, which is helpful for eliminating data silos and manual data entry. The best part is that when a lead interacts with your WordPress site, the information is automatically updated in your CRM and other connected platforms. This will help you keep your data unified across all marketing channels. ### **Custom Workflow Creation** It’s a good idea to design automation workflows that are *uniquely tailored* to your specific business needs and lead generation goals. While pre-built automation flows provide a great starting point, the real power of automation lies in how you customize it. You’ll want to analyze your unique sales funnel, customer journey, and specific business processes so you can create workflows that work for your business and your customers. ## Measuring the Success of Your Automation Efforts The only way to truly maximize your ROI and continuously improve your lead generation strategy is to actively measure and analyze your results. Here are a few things to remember that will help you do just that: ### **Key Metrics to Monitor** Your metrics will tell you virtually everything about your strategy and performance. If you’re not actively monitoring metrics and tracking your progress, you could be missing out on some pretty significant growth opportunities. With that in mind, you need to focus on the metrics that reflect the impact of your automation on your bottom line and marketing effectiveness. Here are essential Key Performance Indicators (KPIs) we suggest you track: - **Conversion Rates** – Track conversion rates at each stage of your lead generation funnel. Improvements here directly reflect successful automation in moving prospects through the funnel. - **Lead-to-Customer Ratios** – Measure the efficiency of your lead nurturing and sales process by tracking the ratio of leads generated to actual customers acquired. A healthy ratio indicates automation is attracting and nurturing the *right* leads. - **Cost Per Lead (CPL)** – Calculate the cost to acquire each lead through automation by dividing marketing expenses by the number of leads generated. Lowering CPL while maintaining lead quality signifies cost-effective automation. - **Email Engagement Metrics** – For email-driven automation, closely monitor email open rates and click-through rates (CTR) within your automated sequences. High engagement rates indicate effective messaging and lead nurturing. - **Website Engagement Metrics** – Analyze how automation impacts website interaction. Track metrics like time spent on pages related to lead generation, pages per visit, and bounce rates on landing pages. Improved website engagement can be a sign of effective automated lead capture. - **Time to Lead Conversion** – Measure the time it takes for a lead to become a customer after entering your automated lead generation process. Shorter conversion times can be a direct benefit of efficient automation. - **Lead Engagement Score (if applicable)** – If your automation system includes lead scoring, track the average engagement score of leads generated through automated workflows. Higher scores can indicate better lead quality and engagement with your content. - **Return on Ad Spend (ROAS) (if applicable)** – If you integrate paid advertising with your automation, track ROAS to understand how effectively your automated campaigns are generating revenue from ad spend. ### **Set Up Tracking Systems** Once you decide to start tracking, it’s time to come up with a system so you know what’s working and what isn’t. Your best bet here is to leverage a combination of tools so you can measure your performance and the impact automation is having on these results. Google Analytics is key for website tracking, providing insights into website traffic, landing page performance, user behavior, and conversions. You’ll also want to keep an eye on your CRM, so you can better understand how existing customers and leads are engaging with your brand. WordPress users should consider using an analytics plugin like [**MonsterInsights**](https://www.monsterinsights.com/). This tool integrates Google Analytics tracking into your dashboard while offering even deeper insights. Not to mention the time you’ll save tracking your analytics directly from your WordPress website. ### **Evaluate and Optimize** Tracking data is only valuable if you use it to improve automation. It’s a good idea to review workflows to identify bottlenecks and outdated processes regularly. Ask: Are email sequences still relevant? Are landing pages optimized? Is lead qualification aligned with business goals? If the answer is no, you’ve found an opportunity to optimize. Then, analyze metrics like conversion rates, lead-to-customer ratios, and cost per lead (CPL) to spot trends and weak points. Identify what’s working and where improvements are needed.It’s also a good idea to [A/B test](https://www.wpbeginner.com/wp-tutorials/how-to-ab-split-testing-in-wordpress-using-google-analytics/) landing pages, email subject lines, and CTAs so you can find messages that resonate with visitors and turn them into subscribers. ## Final Thoughts Automating WordPress lead generation transforms how you attract and nurture prospects. By streamlining tasks and using the proper workflows, you’ll gradually improve efficiency, consistency, and scalability. This means you’ll have more time to focus on building meaningful relationships and business growth instead of manually tracking data and sending emails. With the right tools, like Uncanny Automator, you’re putting yourself in a position where success is within your reach. Be patient and persistent, and you’ll soon see that automation is perhaps the best element you can add to your lead generation strategy. ## Frequently Asked Questions **What is automated lead generation in WordPress?** Automated WordPress lead generation uses plugins and workflows to capture, qualify, and nurture leads without manual intervention. This includes everything from syncing form submissions with CRMs to trigger popups based on user behavior. **Which WordPress tools help automate lead capture?** Plugins like **Uncanny Automator** connect form builders, popup makers, membership plugins, CRMs, and external third-party apps to automate lead capture. **How do I measure automated lead generation performance?** Track key metrics like conversion rates, cost per lead (CPL), email engagement, and time-to-conversion to see if automation improves your funnel. Tools like MonsterInsights and Google Analytics help you monitor these key metrics. **Can I automate lead nurturing with email?** Absolutely. Automated email sequences triggered by form submissions or user behaviors can nurture leads over time without manual effort. Automated email campaigns and sequences are also more effective because they allow for personalization. **What are examples of automated lead generation triggers?** With a tool like **Uncanny Automator**, you can trigger lead generation workflows based on just about any site behavior. Common triggers include new form submissions, popup engagements, page visits, contest entries, lead magnet completions, and more. **How can I automate lead generation for free?** You can automate WordPress lead generation for free with Uncanny Automator Lite, the free version of Uncanny Automator. Automator Pro unlocks more triggers, actions, and features to create powerful and flexible lead generation workflows. However, most businesses can get started with Automator Lite and scale up as they grow. ![author avatar](https://automatorplugin.com/wp-content/uploads/2025/02/1729370032285.jpg) Syed Balkhi Founder [See Full Bio](https://automatorplugin.com/author/mbalkhigmail-com/) [ ](https://automatorplugin.com/author/mbalkhigmail-com/) [ ![social network icon](data:image/svg+xml;base64,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) ](https://www.facebook.com/syedbalkhi/) [ ![social network icon](data:image/svg+xml;base64,PHN2ZyB3aWR0aD0iMTYiIGhlaWdodD0iMTYiIHZpZXdCb3g9IjAgMCAxNiAxNiIgZmlsbD0ibm9uZSIgeG1sbnM9Imh0dHA6Ly93d3cudzMub3JnLzIwMDAvc3ZnIj4KPHBhdGggZD0iTTEyLjIxNzUgMS4yNjkyOUgxNC40NjY1TDkuNTUzMSA2Ljg4NDk1TDE1LjMzMzMgMTQuNTI2NkgxMC44MDc1TDcuMjYyNjUgOS44OTE5OEwzLjIwNjU5IDE0LjUyNjZIMC45NTYyNDdMNi4yMTE1OCA4LjUyMDAyTDAuNjY2NjI2IDEuMjY5MjlINS4zMDczN0w4LjUxMTU2IDUuNTA1NTFMMTIuMjE3NSAxLjI2OTI5Wk0xMS40MjgyIDEzLjE4MDVIMTIuNjc0NEw0LjYzMDIyIDIuNTQ0NzFIMy4yOTI5M0wxMS40MjgyIDEzLjE4MDVaIiBmaWxsPSIjNDM0OTYwIi8+Cjwvc3ZnPgo=) ](https://x.com/syedbalkhi) [ ![social network icon](data:image/svg+xml;base64,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) ](https://www.linkedin.com/in/syedbalkhi/) [ ![social network icon](data:image/svg+xml;base64,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) ](https://profiles.wordpress.org/smub/) **Categories:** Best Practices, Recipe Ideas, Use Cases --- ### [6+ Automated Membership Retention Strategies to Keep Members Coming Back](https://automatorplugin.com/automated-wordpress-membership-retention-strategies/) **Published:** December 23, 2025 **Author:** Brendan Da Costa **Content:** *Struggling with member churn? Get started with these proven, automated membership retention strategies for WordPress right now with Uncanny Automator.* TLDR? Get the highlights… These 6+ automated membership retention strategies will keep your members engaged and subscribed. 1. Automated onboarding sequences get members started on the right foot. 2. Keep members engaged with new content and exclusive events. 3. Personalize member experiences with behavioral tracking and deep data integration. 4. Track progress and reward loyalty with an automated program. 5. Prevent churn before it happens with proactive workflows. 6. Automatically collect feedback through surveys and adapt to changing demands. 7. When all else fails, launch high-converting winback campaigns. [**Get started with Uncanny Automator**](https://automatorplugin.com/pricing) to improve WordPress membership retention. Here’s the problem that likely brought you here: membership retention is costly and hard. And trying to replace that lost revenue is equally challenging. Every canceled subscription represents lost recurring revenue and an uphill battle to replace it. So, for WordPress membership sites, churn isn’t just frustrating—it’s expensive. As a WordPress company ourselves, we know the challenge well; we want to **keep engagement high and churn low.** In our experience, we’ve found that the key to membership retention is consistent communication, personalized experiences, and meaningful incentives. Of course, these are all things that are difficult to deliver manually at scale. That’s where automation comes in. With **Uncanny Automator**, you can build powerful, behavior-based retention workflows without custom code or expensive marketing platforms. Automations run quietly in the background, responding to what members actually do (or don’t do) on your site. In this guide, I’ll break down **6+ automated membership retention strategies** you can implement right now to retain your members and reduce churn. I promise these workflows won’t add more items to your to-do list. So let’s dive in and keep your members engaged. ## **Why You Should Be Automating Your Retention Strategies** A good WordPress membership strategy consists of multiple well-timed and meaningful touchpoints. These touchpoints will look pretty familiar to you: - Welcome emails - Content reminders - Renewal nudges - Check-ins when engagement drops - Loyalty programs - Surveys, support follow-ups, and win-backs Retaining members is an ongoing process—**the result of forging real relationships between your brand and your customers.** Automation helps you build those connections efficiently, effectively, and at scale. Specifically, automated retention strategies offer key advantages: ### **1. Consistency and Timeliness** Consistent communications help your brand remain top-of-mind for your members. Similarly, well-timed communications have the best chance of making an impact. If you’re handling your communications with your members manually, you’re probably missing key windows of opportunity. By automating your membership workflows, you’re able to deliver consistent messages when they matter most. For example: - Create drip campaigns within WordPress when a new member registers or when their subscription lapses. - Trigger automated winback campaigns for members whose subscriptions have just lapsed. - When a member signs in after a long absence, generate a list of useful resources they might have missed or get them excited to return with a limited-time coupon. You can’t monitor all of your members in real-time, but Automator can. ### **2. Personalization at Scale** Retention improves when your messaging feels relevant. Automating different aspects of your membership platform lets you take personalization beyond simply calling members by their first name. With Automator, you can begin to segment your member list in ways that represent what matters most to them. Create segments by: - tenure (new vs. long-term members) - behavior (active vs. inactive) - purchase history - course progress, content views, or other on-site activity With this kind of personalization at scale, you can send targeted campaigns that match your members’ personal experiences with your brand. ### **3. Early Churn Prevention** The best time to prevent churn is *before* someone decides to leave. Automation lets you set “warning sign” triggers, like: - declining engagement, - repeated support tickets or subpar reviews, - an approaching renewal date, or - missed milestones (first login, first lesson, first download, etc.) That way, you’re not scrambling to recover a member after they cancel—you’re keeping them from canceling in the first place. ### **4. Data-Driven Optimization** Automation gives you standardized, repeatable workflows that generate consistent data. You can see which types of emails get the most engagement, which offers drive renewals, which type of loyalty rewards foster positive brand associations, which segments churn faster, and more. Monitor your data and optimize your workflows to maximize retention. ### **5. More Time, More Touchpoints** A lot of retention work is routine. Reminders, progress nudges, post-event follow-ups, etc. If you’re having to manage all of that manually, then you’re not spending time on the trickier touchpoints. With automated membership retention workflows, you can focus on: - complex support issues, - high-value members, - relationship-building conversations, and - improving the membership experience itself. ## [Uncanny Automator](https://www.automatorplugin.com/pricing): WordPress Membership Automation [**Uncanny Automator**](http://automatorplugin.com/pricing) removes the friction from running a WordPress membership site. It gives you a no-code, beginner-friendly way to connect your membership platform with your favorite apps and plugins and automate member workflows. ![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage") With Automator, you can build membership automations for retention, engagement, content, and more in minutes. These are workflows that would normally require custom code, multiple plugins, or ongoing manual work. Here are the top features that make Automator the perfect plugin for your WordPress membership automation needs: - **Restrict Content Addon:** Automator’s Restrict Content Addon (which is included for free with Automator Pro – Elite) lets you lock or unlock content for users based on their access level. - **User Lists Addon:** Manage and segment your WordPress members right from your WordPress dashboard. Update lists automatically and launch campaigns, change access levels, and more to implement retention strategies at scale. - **253 Integrations:** Connect your membership retention strategies to CRMs like **Mailchimp**, eCommerce platforms like **WooCommerce**, or even AI platforms like **OpenAI** or **Perplexity**. Check out [all of Automator’s integrations here](https://www.automatorplugin.com/integrations). - **User Loops:** Update member access levels and records in bulk with the click of a single button. Automator’s User Loops and Post Loops features make it easy to manage memberships at scale. If you’re ready to simplify member management and put retention on autopilot, Uncanny Automator is the easiest way to get started. [**Automate your WordPress membership site with Automator Pro >>>**](http://automatorplugin.com/pricing) Not ready to go Pro just yet? Get started for free right now with [Automator Lite](https://wordpress.org/plugins/uncanny-automator/). Once you’ve installed and activated Automator on your WordPress site, [don’t forget to register your account](http://automatorplugin.com/my-account). You’ll receive complimentary app credits so you can set up automations with external apps like [**ChatGPT**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Facebook**](https://automatorplugin.com/share/facebook/) and [**Instagram**](https://automatorplugin.com/share/instagram/), [**Google Calendar**](https://automatorplugin.com/share/google-calendar/), and more. Now, let’s get into the automated WordPress membership retention strategies you can implement right now. ## **6+ Automated Membership Retention Strategies** In this section, we’ll take a look at practical, automation-first membership retention strategies you can implement directly inside WordPress. Each one focuses on a specific retention lever—**engagement, personalization, loyalty, or churn prevention**—and will run quietly in the background. No fluff. No theory. And no code. Just workflows that keep members active and subscribed. ### **1. Automated Onboarding Campaigns** First impressions matter. And when it comes to membership sites, the first few days matter most. If a new member doesn’t quickly experience value—logging in, finding content, completing a first step—the likelihood of churn increases sharply. [**Research**](https://www.userintuition.ai/reference-guides/onboarding-and-churn-the-first-7-30-and-90-days) shows that customers who “don’t achieve their first value milestone within 7 days have a 43% higher likelihood of churning within 90 days”. After one month, those customers have already made their decision. At the 90-day mark, you’re just seeing the results of decisions that members made weeks ago. Automated onboarding sequences help new members: - understand where to start, - discover key content, - and build early momentum. In practical terms, that looks like an automated drip campaign with supporting onboarding content and high-engagement. With Automator you can create an automated member onboarding campaign without a CRM, and enhanced with AI. [![Automator mascot, U-Bot, looking through a spy glass in the centre of a cartography map with email and text icons, indicating new user onboarding automation.](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Automate-Your-Customer-Onboarding-Process-Feature-Image.png "How to Automate Your Customer Onboarding Process Feature Image")](https://automatorplugin.com/automate-user-onboarding/) [**Start creating automated member onboarding drip campaigns >>>**](https://automatorplugin.com/automate-user-onboarding/) ### **2. Automate Member Engagement Workflows** Engagement and retention are directly connected. Members who stay active are far less likely to churn. The [latest statistics from MemberPress](https://memberpress.com/blog/useful-membership-site-statistics-you-should-know/) indicate that higher engagement amongst members is a direct result of **deliberate engagement strategies**. And the good news for you is that the data would suggest that **quality is better than quantity**. But, consistently engaging with members—reminding members about new content, updates, and events—is difficult to manage manually. Especially as your churn drops and your member list grows. So what do automated engagement strategies look like? - Automatically notify members when new content is published. - Send reminders before live events or workshops. - Re-engage inactive members with curated content they’ve missed. - Run raffles and other types of promotions. - Create sitewide activity streams to foster FOMO. These workflows keep your membership top-of-mind without overwhelming your audience. [![re-engage-inactive-wordpress-users-featured-image](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-featured-image.png "re-engage-inactive-wordpress-users-featured-image")](https://automatorplugin.com/step-by-step-find-and-re-engage-inactive-wordpress-users/) [**Find out how to re-engage your inactive WordPress members >>>**](https://automatorplugin.com/step-by-step-find-and-re-engage-inactive-wordpress-users/) ### **3. Personalize Membership Experiences** Personalization builds stronger relationships—and stronger relationships improve retention. The latest statistics also reveal that members simply expect personalized experiences. About [**50% of consumers**](https://insiderone.com/customer-engagement-statistics/) **expect promotions and rewards to be personalized**. Meanwhile, 84% of businesses say they deliver “good” or “excellent” personalization—while only slightly more than half of consumers agree. So, what’s the difference? Automated personalization workflows allow you go beyond a first-name basis with your members. Tailor member experiences based on real behavior: what members view, complete, buy, or ignore. In practice, with Automator, you can: - Segment members by activity, tenure, or interests. - Recommend content based on past behavior. - Deliver personalized messages and offers to customers in real-time. Instead of one-size-fits-all messaging, members receive experiences that reflect how they actually use your site. [![Featured image for “Automated Dynamic Content for WordPress” with a Automator’s U-Bot next to a computer screen displaying dynamic website elements, representing the automation of personalized content in WordPress websites.](https://automatorplugin.com/wp-content/uploads/2025/07/automated-dynamic-content-for-wordpress-featured-image.png "automated-dynamic-content-for-wordpress-featured-image")](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) [**Learn how to deliver personalized content to your WordPress members >>>**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) ### **4. Progress Tracking, Loyalty, and Rewards** Marking milestones keeps members motivated and engaged. Rewards give them a reason to stay. Altogether, that’s the foundation of a loyalty program that reduces churn. Progress milestones such as time spent as a member or lessons completed, helps members feel invested in their journey. It also gives you the opportunity for a meaningful touchpoint. But loyalty programs aren’t just there to make your members feel good. They actually drive revenue. In the US, [**90% of loyalty programs**](https://www.digitalsilk.com/digital-trends/customer-loyalty-statistics/) **delivered positive ROI to their businesses**, with top performers delivering an ROI of nearly 5x. Some automated loyalty program workflows you might consider: - Celebrating milestones like 30 days as a member. - Rewarding renewals with discounts, bonuses, or exclusive content. - Unlock additional perks for your most engaged members. When progress and rewards are automated, members feel recognized without adding administrative work. Kickstart your member loyalty program with automated birthday and anniversary coupons. [![Uncanny Automator mascot, U-Bot, holding a birthday cake and surrounded by balloons, demonstrating how to automate emailing WooCommerce birthday coupons.](https://automatorplugin.com/wp-content/uploads/2025/09/automate-woocommerce-birthday-coupons-featured-image.png "automate-woocommerce-birthday-coupons-featured-image")](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) [**Automatically Generate WooCommerce Birthday and Anniversary Coupons >>>**](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) ### **5. Proactive Churn Prevention** The best way to improve your membership retention rate is to keep your members from churning in the first place. **Automation lets you define “warning signs”** so you can respond before a member decides to leave. These signals might include declining engagement, long periods of inactivity, or an upcoming renewal date. Some churn prevention workflows you might consider: - Detect when a member hasn’t logged in for a set period of time and trigger a check-in email with “what you’ve missed” content. - Offer an automated discount on an upgraded membership a few weeks before a member’s renewal date. - Automate support with AI before frustration turns into cancellation. Reacting to churn after it happens is an uphill battle. Automating churn prevention, on the other hand, is a smooth joy ride. [![Two Uncanny Automator mascots stand beside a laptop displaying the Heroic Knowledge Base logo, representing seamless Heroic Knowledge Base automations for WordPress.](https://automatorplugin.com/wp-content/uploads/2025/03/heroic-knowledge-base-automations-featured-image.jpg "heroic-knowledge-base-automations-featured-image")](https://automatorplugin.com/6-heroic-knowledge-base-automations/) [**Learn how to automate your support workflows to prevent churn >>>**](https://automatorplugin.com/6-heroic-knowledge-base-automations/) ### **6. Automated Member Feedback Workflows** Companies that listen to their customers thrive. Companies that respond to their customers’ feedback soar. **Collecting, analyzing, and then adapting to customer feedback** is a crucial aspect of member retention. It’s also an administrative time-drain and a logistical nightmare if you’re trying to do it manually. By automating your feedback workflows, you not only reduce the overhead on your part, you can optimize engagement. Time requests for feedback to launch at key moments (post-purchase, a few days after an event, or immediately after a milestone). These insights help you refine content, support, and rewards programs based on real member needs. [![Automator mascot, U-Bot, beside a computer displaying the WooCommerce logo with icons for web, SMS, and email, and text 'How To Automate WooCommerce Post-Purchase Surveys and Campaigns'.](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-automation-featured-image.png "woocommerce-post-purchase-survey-automation-featured-image")](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) [**Automate your post-purchase surveys and campaigns >>>**](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) ### **7. When All Else Fails…** Even the best membership retention strategies won’t prevent every member from walking away. But churned members aren’t always lost forever. Well-timed winback campaigns can re-engage former members—especially when paired with a clear improvement or incentive. And automating your winback campaigns lets you recover some of that lost revenue without a significant investment on your part. [![Uncanny Automator mascot, U-Bot, holding a megaphone beside the WooCommerce logo, envelopes, and icons for communication and engagement, representing how to automate a WooCommerce win-back campaign.](https://automatorplugin.com/wp-content/uploads/2025/11/automate-woocommerce-win-back-campaigns-featured-image.png "automate-woocommerce-win-back-campaigns-featured-image")](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) [**Win your members back with automated campaigns >>>**](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) ## **Conclusion** Membership retention isn’t about a single campaign or clever email. It’s the result of many small, well-timed touchpoints that keep members engaged, supported, and motivated to stay. In this guide, you’ve seen how automated workflows, from onboarding and engagement to personalization and loyalty, work together to reduce churn and increase lifetime value. All without adding more manual work to your day or costly custom code to your bottom line. When the right triggers set off the right actions at the right time, WordPress membership retention happens automatically. If you’re ready to simplify member management and put your retention strategy on autopilot, Uncanny Automator Pro gives you the tools to do it—all inside WordPress. [**Up your WordPress membership retention with Automator Pro >>>**](http://automatorplugin.com/pricing) ## **Frequently Asked Questions** **What are membership retention strategies?** Membership retention strategies are tactics used to keep existing members engaged and subscribed over time. These include onboarding sequences, engagement campaigns, loyalty programs, churn prevention workflows, feedback collection, winback campaigns, and more. The goal is to reduce cancellations and increase lifetime value. **How do you improve membership retention in WordPress?** You can improve WordPress membership retention by delivering consistent communication, personalized experiences, and meaningful incentives. Automation tools like Uncanny Automator make it easier to trigger emails, rewards, content access, and reminders based on member behavior so businesses can scale with ease. **What is the best way to reduce churn on a membership site?** There isn’t one key strategy to reducing member churn. Instead, improving your membership retention rate is the result of a number of strategies working together. However, to directly reduce churn, monitor engagement signals—such as inactivity, missed milestones, or upcoming renewals—so you can automate check-ins, offers, or support before a member decides to cancel. **Can you automate membership retention without custom code?** Yes. With a no-code automation plugin like Uncanny Automator, you can build advanced membership retention workflows without writing custom code or relying on multiple third-party tools. **What WordPress plugins help with membership retention?** Plugins that support automation, personalization, and engagement are the most effective for retention. Uncanny Automator stands out by connecting membership plugins to CRMs, eCommerce platforms, eLearning plugins, and more. **Are loyalty programs effective for membership retention?** Yes. Loyalty programs that reward milestones, renewals, and long-term engagement are proven to improve retention rates and revenue. Plugins like Uncanny Automator make loyalty programs even more effective by personalizing loyalty rewards based on member preferences. And automating these programs ensures rewards are delivered consistently, without additional overhead. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas --- ### [8+ WordPress Marketing Automations That Will Boost Conversions](https://automatorplugin.com/8-wordpress-marketing-automations/) **Published:** December 1, 2025 **Author:** Brendan Da Costa **Content:** *With Uncanny Automator, your WordPress marketing automations don’t require technical expertise or expensive development. Get started with these proven marketing automations for free.* **TLDR? Key Takeaways…** Uncanny Automator brings the power of **automated marketing** to small and medium sized businesses **for a fraction of the cost**. These are the marketing campaigns and strategies that Automator users have implemented to drive conversions (**no custom code, no expensive SaaS, no technical expertise needed**): - [Automated Email Drip Campaigns (Without a CRM)](#automated-drip-campaigns) ↓ - [WooCommerce Abandoned Cart Reminders (Multi-Channel Campaigns)](#woocommerce-abandoned-cart) ↓ - [Customer Birthday and Anniversary Offers](#customer-birthday-offers) ↓ - [Post-Purchase Surveys and Campaigns](#post-purchase-surveys) ↓ - [Customer Re-Engagement Campaign and Strategies](#re-engagement-automations) ↓ - [Customer Winback Campaigns](#winback-campaigns) ↓ - [Social Proof Notifications](#social-proof-popups) ↓ - [Self-Service Support Automations](#support-automations) ↓ - [More Ways to Automate WordPress Marketing…](#more-marketing-automations) ↓ If you’ve ever tried to build marketing automations for your WordPress site, you already know the struggle. Most solutions fall into one of two camps: **expensive, single-purpose tools** that only solve one problem and create a dozen others, or **a Frankenstein monster of custom coding** that requires a developer to stitch together and keep alive. As a WordPress company ourselves, the Uncanny team understands your pain. Getting your plugins to talk to each other, delivering the right message at the right time, avoiding compatibility landmines, keeping customer data consistent across platforms… it’s a lot. And when you’re already juggling blog posts, customer emails, product updates, support requests, and the bajillion other tasks that come with running a business, “build sophisticated marketing automations” rarely makes it to the top of the to-do list. That’s exactly why we built [**Uncanny Automator**](http://automatorplugin.com/pricing). Automator gives you the power to create **bespoke, conversion-driving WordPress marketing automations** in 5 minutes or less. All without writing code, without duct-taping plugins together, and without adding yet another pricey SaaS to your monthly bill. So, whether you’re a solopreneur, a small business, or a growing ecommerce store, you can create powerful marketing automations in just a few clicks. In this guide, I’ll walk you through **8 proven WordPress marketing automations** you can start using right away to boost engagement, nurture customer relationships, and drive more conversions. No developers, no hassle, and no technical expertise needed. Let’s dive in and get you set up with 8 powerful marketing automations. ## [WordPress Marketing Automation](https://automatorplugin.com/automate-marketing/): Challenges + Solution WordPress marketing automation is the use of WordPress-based tools to attract, nurture, and convert site visitors through personalized, behavior-driven marketing workflows without manual intervention. You can think of these **marketing automations as the vehicle that drives your customers through the various stages of your sales funnel**—from awareness to purchase and retention. Instead of handling every touchpoint yourself or manually updating records, automations keep your marketing workflows running smoothly, so you can focus on strategy and growing your business. And for small businesses, that’s a game-changer. Automation helps you deliver the kind of timely, personalized marketing that big brands deliver and that audiences expect today. But as you’ve probably discovered, setting up marketing automations in WordPress isn’t always simple. **Limited Technical Expertise** Not everyone (myself included) is a developer. Too often, marketing automation tools assume a level of technical expertise that is simply unrealistic. Even if you shell out the cold, hard cash for custom development, that code requires ongoing maintenance as new updates come out or as your business evolves. **Plugin Conflicts & Compatibility Issues** One of the advantages of WordPress is an ecosystem chockfull of ready-made plugins. Form-builders, event planners, ecommerce platforms, and more. However, not all of these plugins work nicely together, even when they should. Connecting your LMS to your CRM to your ecommerce store usually requires expensive custom code. **Data Fragmentation Across Multiple Tools** Customer behavior lives in [**WooCommerce**](https://automatorplugin.com/share/woocommerce/). Emails live in [**Mailchimp**](https://automatorplugin.com/share/mailchimp/). Support tickets are in [**Help Scout**](https://automatorplugin.com/share/helpscout/). Forms live in [**Gravity Forms**](https://automatorplugin.com/share/gravityforms). And none of it syncs automatically. Building accurate customer profiles—or even knowing who to follow up with—becomes nearly impossible. **Lack of Time, Strategy, and Resources** Most small business owners, solopreneurs, and creators don’t have spare hours to plan funnels, write sequences, test timings, or manually segment users. Even if you know which marketing automations you want to set up and how, who has the time? **Other Real-World Headaches** GDPR compliance, tracking attribution, tight budgets, and the challenge of tying all your data together only add more friction to an already complicated process. ## Where [Uncanny Automator](https://automatorplugin.com/pricing) Changes Everything [**Uncanny Automator**](http://automatorplugin.com/pricing) eliminates these roadblocks by giving you a no-code, beginner-friendly way to connect your plugins, pass data between tools, and create automations that actually work—**reliably, consistently, and without costly custom development**. [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/pricing) With Automator installed and activated, you can build marketing workflows in minutes that would normally take developers hours or require multiple third-party tools to accomplish. If you’re ready to integrate your tech stack and finally put your marketing on autopilot, Automator is the easiest, most powerful way to get started. [**Automate your WordPress marketing with Automator Pro >>>**](http://automatorplugin.com/pricing) Not ready to go Pro just yet? Get started for free right now with [Automator Lite](https://wordpress.org/plugins/uncanny-automator/). Once you’ve installed and activated Automator on your WordPress site, [don’t forget to register your account](http://automatorplugin.com/my-account). You’ll receive complimentary app credits so you can set up automations with external apps like [**ChatGPT**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Facebook**](https://automatorplugin.com/share/facebook/) and [**Instagram**](https://automatorplugin.com/share/instagram/), [**Google Calendar**](https://automatorplugin.com/share/google-calendar/), and more. ## **8 Marketing Automations You Can Use Right Now** These eight marketing automations are some of the highest-impact workflows we’ve tested internally at Uncanny—and the ones our users rely on to build engagement, increase conversions, and grow their customer relationships. Each one can be built in minutes using Uncanny Automator, no technical experience required. ### **1. Automated Email Drip Campaigns** Drip campaigns are one of the most reliable ways to nurture leads and guide them toward conversion. With optimized timing and segmentation, automated drip sequences can **increase conversions by up to 350% and boost engagement by** [**nearly 28%**](https://martal.ca/email-drip-campaigns-lb/). Using Automator, you can trigger a drip campaign from almost any on-site action: form submissions, quiz completions, event registrations, product purchases, membership signups—you name it. And the best part? You don’t even need a CRM. **Automator’s native email integration** makes it easy to launch campaigns, personalize messages, schedule delays, and filter contacts right from your WordPress dashboard. [![Illustration of Uncanny Automator mascot pointing at a computer screen with a calendar of email icons. Text reads 'How To Automate Welcome Email Drip Campaigns'.](https://automatorplugin.com/wp-content/uploads/2025/09/automated-welcome-email-drip-campaign-no-crm-featured-image.png "automated-welcome-email-drip-campaign-no-crm-featured-image")](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) [**How to Create an Automated Drip Campaign in WordPress (Without a CRM)**](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) ### **2. WooCommerce Abandoned Cart Reminders** Abandoned carts are a constant source of lost revenue for WooCommerce businesses—but automated reminders are highly effective at bringing those shoppers back. Abandoned cart emails consistently see [**40–50% open rates**](https://flowium.com/blog/abandoned-cart-email-benchmarks/) **and** [**5–10% conversion rates**](https://flowium.com/blog/abandoned-cart-email-benchmarks/) **when sent with good timing and personalization**. With Automator’s deep WooCommerce integration, you push those numbers even higher. Automatically detect when registered users add items to their carts and trigger customized follow-ups. Filters, delays, and integrations like **[Twilio](https://automatorplugin.com/share/twilio/)** or **[WhatsApp](https://automatorplugin.com/share/whatsapp/)** allow you to build multi-channel abandoned cart automations without custom development. [![Uncanny Automator mascot, U-Bot, holding a megaphone with WooCommerce, cart, and reminder icons, alongside text “How To Setup Abandoned Cart Reminders,” promoting WooCommerce abandoned cart recovery automation.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-featured-image.png "woocommerce-abandoned-cart-recovery-featured-image")](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) [**How to Create WooCommerce Abandoned Cart Recovery Automations**](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) ### **3. Customer Birthday and Anniversary Offers** Birthday and anniversary automations are some of the highest-engagement campaigns you can send. **Birthday emails** [**average 45–79% open rates**](https://uplandsoftware.com/adestra/resources/success-story/keeping-subscribers-engaged-with-a-birthday-email-strategy/) **and** [**convert at up to 11.6%**](https://datacandy.com/resources/whats-the-revenue-impact-of-offering-birthday-rewards)**.** Automator makes it easy to collect and store customer birthdays with the Custom User Fields Addon, CRM integrations, and form builders. Once you have the data, Automator can deliver personalized coupons, store credit, loyalty points, or event registrations—right from your WordPress dashboard and totally without manual intervention. Automation means no forgotten birthdays—and no missed dates means no missed opportunities. These automations strengthen customer relationships and encourage repeat purchases with almost no ongoing maintenance. [![Uncanny Automator mascot, U-Bot, holding a birthday cake and surrounded by balloons, demonstrating how to automate emailing WooCommerce birthday coupons.](https://automatorplugin.com/wp-content/uploads/2025/09/automate-woocommerce-birthday-coupons-featured-image.png "automate-woocommerce-birthday-coupons-featured-image")](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) [**How to Automate Customer Birthday and Anniversary Offers**](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) ### **4. Post-Purchase Surveys and Campaigns** The post-purchase period is one of the most valuable moments in your customer lifecycle. Post-purchase emails have [**open rates of around 41%**](https://webinopoly.com/blogs/news/post-purchase-follow-up-nurturing-relationships-and-encouraging-repeat-business) **and** [**click-through rates of 16–17%**](https://emplicit.co/how-post-purchase-emails-boost-customer-loyalty/), making them ideal for **gathering feedback, upselling, or progressive profiling**. With Automator, you can send tailored post-purchase sequences based on the product purchased, order value, customer segment, or purchase frequency. You can also connect surveys to incentives using tools like **[RafflePress](https://automatorplugin.com/share/rafflepress/)** or **[Advanced Coupons](https://automatorplugin.com/share/advanced-coupons/)**. With a single recipe, you can collect insights, reinforce loyalty, and extend your customer lifetime value. [![Automator mascot, U-Bot, beside a computer displaying the WooCommerce logo with icons for web, SMS, and email, and text 'How To Automate WooCommerce Post-Purchase Surveys and Campaigns'.](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-automation-featured-image.png "woocommerce-post-purchase-survey-automation-featured-image")](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) [**How to Automate Post-Purchase Surveys and Campaigns**](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) ### **5. Re-Engagement Automations** Nearly half of inactive subscribers—about 45%—can be **re-engaged with a well-structured campaign. Since re-engagement costs** [**five times less than acquiring new leads**](https://growthwayadvertising.com/the-best-re-engagement-email-templates-backed-by-open-rate-data/), these workflows offer high ROI for small businesses. Automator supports “we miss you” sequences, inactivity-based reminders, incentive campaigns, and feedback requests triggered by user inactivity, last login date, time since last purchase, or other behavioral markers. These automations help revive dormant customers and encourage them to take the next action, whether that’s reading new content, purchasing the latest products, or updating preferences. [![inactive-woocommerce-customers-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/inactive-woocommerce-customers-featured-image.jpg "Uncanny Automator mascot, U-Bot, emerging from a laptop screen with a megaphone announcing the "WooCommerce" logo. The background shows customer icons, suggesting automated customer engagement.")](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) [**How to Find and Re-Engage Lost WooCommerce Customers**](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) ### **6. Winback Campaigns** Winback campaigns are similar to re-engagement campaigns, except these customers have fully churned either out of dissatisfaction, forgetfulness, or other reasons. But they don’t have to stay lost—**automation can help bring them back from the digital void**. Winback campaigns typically see [**15–25% open rates**](https://flowium.com/blog/winback-email-campaign-and-examples/) **and** [**2.6–5% click-through rates**](https://clevertap.com/blog/win-back-email-campaigns/) **when combined with good segmentation**. Automator lets you build targeted winback workflows using behavioral triggers, delays, coupons, or personalized recommendations. By combining email, SMS, or CRM-based follow-ups, you can bring lost customers back into your corner of the digital world without relying on third-party services. [![Uncanny Automator mascot, U-Bot, holding a megaphone beside the WooCommerce logo, envelopes, and icons for communication and engagement, representing how to automate a WooCommerce win-back campaign.](https://automatorplugin.com/wp-content/uploads/2025/11/automate-woocommerce-win-back-campaigns-featured-image.png "automate-woocommerce-win-back-campaigns-featured-image")](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) [**How to Automate WordPress Winback Campaigns**](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) ### **7. Social Proof Popups** Real-time social proof is one of the fastest ways to increase conversions, with studies showing a boost of up to 32% and a reduction in bounce rates of 16%. Using Automator’s Dynamic Content Addon, you can display live notifications anywhere on your site—showing recent purchases, signups, form submissions, product reviews, or other high-intent activity. These popups help build trust, reduce decision anxiety, and encourage hesitant users to convert. Automator makes it easy to source, format, and display this data without expensive code or single-use plugins. [![Featured image for “Automated Dynamic Content for WordPress” with a Automator’s U-Bot next to a computer screen displaying dynamic website elements, representing the automation of personalized content in WordPress websites.](https://automatorplugin.com/wp-content/uploads/2025/07/automated-dynamic-content-for-wordpress-featured-image.png "automated-dynamic-content-for-wordpress-featured-image")](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) **[Automate Dynamic Content for WordPress to Create Social Proof Popups](https://automatorplugin.com/automated-dynamic-content-for-wordpress/)** ### **8. Self-Service Support Automations** Support interactions are often overlooked marketing opportunities. Automated knowledge base workflows can **reduce support tickets by up to 30% and improve** [**satisfaction by 12%**](https://wisernotify.com/blog/proven-marketing-automation-examples/). They also present you with the perfect opportunity to **build brand identity, foster loyalty, and even upsell**. With Automator’s integrations—including **ChatGPT**, **Perplexity**, **[HubSpot](https://automatorplugin.com/share/hubspot/)**, **[Brevo](https://automatorplugin.com/share/brevo/)**, and **Mailchimp**—you can automatically respond to inquiries, tag contacts, update CRM records, and build richer customer profiles based on support behavior. You can also log support events in **Google Sheets** to analyze trends and improve future content or automations. [![Two Uncanny Automator mascots stand beside a laptop displaying the Heroic Knowledge Base logo, representing seamless Heroic Knowledge Base automations for WordPress.](https://automatorplugin.com/wp-content/uploads/2025/03/heroic-knowledge-base-automations-featured-image.jpg "heroic-knowledge-base-automations-featured-image")](https://automatorplugin.com/6-heroic-knowledge-base-automations/) [**6+ Heroic KB Automations That Will Shave Hours Off Your Week**](https://automatorplugin.com/6-heroic-knowledge-base-automations/) ### **9. More WordPress Marketing Automations Await…** The 8 marketing automations that we covered in this article are all great places to start. Whether you begin by recovering those abandoned carts or capitalizing on FOMO with social proof notifications, you can’t go wrong. But these automations are just the beginning. With [**253 integrations**](http://automatorplugin.com/integrations) and more always in the works—not to mention the addons—Automator unlocks all kinds of WordPress marketing automation opportunities. Understandably, the possibilities can be a little dizzying. To help you identify opportunities for automation, the Uncanny team developed the **R.I.C.H. Framework**: - **Repetitive:** Tasks done over and over (tagging customers in a CRM post-purchase, for example). - **Iterative:** Tasks done across multiple records (customers, products, posts, etc.). - **Costly:** Tasks that consume significant time/money. - **Hard:** Complex or error-prone processes. If you’re struggling to determine which marketing tasks to automate next, apply the R.I.C.H. Framework to your workflows. ## **WordPress Marketing Automation: Your New Superpower** With Uncanny Automator operating in the background of your WordPress site, you can stop saying, “Wouldn’t it be nice if…”. The #1 automation and integration tool for WordPress sites turns conversion-boosting marketing automations from “nice-to-haves” into real revenue boosters and actual cash in hand. The marketing automations that I shared with you in this post are the most impactful ways to increase engagement, nurture customer relationships, and grow revenue on your WordPress site. With the right workflows in place, you can deliver timely, personalized experiences that help your business stand out, even in a crowded digital landscape. And thanks to Uncanny Automator, you don’t need a developer, a big budget, or a patchwork of a half-dozen third-party tools that don’t get along anyway. Whether you’re automating follow-ups, recovering abandoned carts, celebrating customer birthdays, or building dynamic content experiences, Automator gives you everything you need to create powerful, reliable marketing workflows in minutes. If you feel overwhelmed, remember that you can start small. Pick one automation from this list and set it up today. Once you see how effortless it is, you’ll quickly build more—and your marketing will start running itself. Ready to simplify your marketing and save hours every week? **Get started with** [**Automator Lite**](https://wordpress.org/plugins/uncanny-automator/) **for free—then** [**upgrade to Automator Pro**](http://automatorplugin.com/pricing) **when you’re ready to unlock everything your site can do.** ## **Frequently Asked Questions** **What is WordPress marketing automation?** WordPress marketing automation is the process of using plugins and connected tools to automatically send emails, tag users, update CRM records, track behavior, trigger follow-ups, and personalize the user experience without manual work. It helps small businesses save time, nurture leads, and run more consistent marketing workflows. **How do I automate marketing on my WordPress site?** You can automate your marketing by using a no-code automation plugin like Uncanny Automator. Automator connects your favorite WordPress plugins and external apps (Mailchimp, HubSpot, Twilio, ChatGPT, etc.) so you can build workflows that run when users complete forms, make purchases, register for events, or perform other actions. **What are the best marketing automations for small WordPress businesses?** Some of the highest-impact automations include email drip campaigns, abandoned cart reminders, birthday offers, post-purchase surveys, re-engagement flows, winback campaigns, social proof popups, and self-service support workflows. These automations help boost engagement, improve conversions, and encourage repeat purchases. **Do I need a CRM to automate emails in WordPress?** Not necessarily. Uncanny Automator includes a native email integration that lets you build personalized, automated email sequences without relying on a CRM. This is especially helpful for small businesses with limited budgets and technical expertise. **Can automation improve WooCommerce sales?** Yes—automation is one of the most effective ways to increase WooCommerce revenue. Automations such as abandoned cart reminders, birthday coupons, loyalty points, product review requests, and winback campaigns help drive repeat purchases and recover lost sales. **Is it difficult to set up marketing automation for beginners?** No. Tools like Uncanny Automator remove the technical complexity by providing a visual, no-code recipe builder. You can connect plugins, create triggers and actions, and build powerful workflows without touching a single line of code. **Is Uncanny Automator free to use?** Absolutely. Automator Lite is 100% free and includes powerful tools for email automation, CRM syncing, form workflows, and more. You can upgrade to Automator Pro to unlock more integrations, premium features and addons when you’re ready. **How do I choose which automation to start with?** Pick the automation closest to your business goals. If you want more sales, start with abandoned cart reminders. If you want better engagement, try an email drip sequence. If you want higher customer satisfaction, automate post-purchase surveys. The key is simply to start—Automator makes it easy. If you need help identifying tasks to automation, download Automator’s **R.I.C.H. Framework**. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas --- ### [Automator 6.10: Expanded Functionality for WooCommerce, EDD, ACF, and More](https://automatorplugin.com/automator-6-10-expanded-functionality-for-woocommerce-edd-acf-and-more/) **Published:** November 21, 2025 **Author:** Brendan Da Costa **Content:** *The Uncanny Automator 6.10 release brings deeper integration with your favorite apps and plugins. More triggers, more actions, more time-savings.* [![Uncanny Automator update graphic showing new integration features, with a laptop displaying icons for WooCommerce, Easy Digital Downloads, and ACF.](https://automatorplugin.com/wp-content/uploads/2025/11/automator-6-10-release-featured-image.png "automator-6-10-release-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/11/automator-6-10-release-featured-image.png) While previous updates brought new integrations and broad platform support, Automator 6.10 focuses on **deeper functionality**. This is all about enhancing how you use your existing integrations to build smarter, more flexible workflows. This release introduces new triggers, actions, tokens, and conditions across some of our most popular integrations: **[WooCommerce](https://automatorplugin.com/share/woocommerce/)**, **[Easy Digital Downloads](https://automatorplugin.com/share/easy-digital-downloads/)**, **[Advanced Custom Fields](https://automatorplugin.com/share/acf/)**, and more. We’ve also added a new UI feature that gives recipe builders more control—and a little more joy—when managing complex automations. Other tools out there crank out new integrations and then never revisit them. But we’re **focused on bringing deep, cross-platform automations** that actually handle the nuances of your workflows. Here’s what’s new in 6.10. ## **Label Your Triggers and Actions (Automator Lite + Pro)** If you’ve ever wished for a way to distinguish between similar triggers or actions in a recipe, you’re going to love this: Automator 6.10 adds a custom label field to every trigger and action. You can now label recipe components however you like—for clarity, internal notes, or just for fun. - Have two WooCommerce order triggers? Label them “First-time buyer” and “Repeat customer.” - Multiple OpenAI or Gemini messages in one recipe? Label them “Generate title” and “Generate summary”. - Want to label an action “Send love letter”? That’s between you and your CRM. This feature is available in both Automator Lite and Pro. ## **New Actions in Automator Lite** Two new actions make their debut in Automator Lite: - **ActiveCampaign** – Delete a contact that matches an email - **Help Scout** – Add a note to a conversation The ActiveCampaign action was included to make your GDPR and CCPA compliance workflows that much easier. The Help Scout action is also support-focused, meant to enhance your ability to respond to tickets and build customer profiles not just automatically, but accurately. ## **More Power for Pro Users** ### **New Triggers:** - **Advanced Custom Fields (ACF)** - A sub field in a group field is updated - A sub field in a group field is updated to a specific value - **Easy Digital Downloads (Recurring Payments)** - A user’s subscription to a price option of a download renews - A user’s subscription to a price option of a download expires - **Easy Digital Downloads (Software Licensing)** - A user’s license for a download is disabled - **WooCommerce** - A coupon is created - An order is created These additions help you respond to product activity, licensing events, and field updates with pinpoint accuracy. Tie these together with your new ActiveCampaign action and you’ll have a seamless integration for marketing workflows. ### **New Action:** - **WooCommerce** – Create a simple product This opens the door to auto-generating products based on form submissions, file imports, custom field entries, or third-party integrations. ### **New Condition:** - **FluentCRM** – User belongs/does not belong to a list This new condition lets you target or exclude contacts from specific campaigns, ensuring segmented, personalized automations. ## **New Possibilities** Automator 6.10 unlocks some powerful new use cases by expanding how you can work with WooCommerce, Easy Digital Downloads, and ACF. ### **WooCommerce: Create Products and Automate Store Setup** With the new “Create a simple product” action, you can now dynamically generate WooCommerce products based on user input or external data sources. For example: - Auto-generate listing products from front-end submission forms. - Create a personalized product (custom artwork, coaching session, etc.) when a new user registers or completes a specific action on your site. - Add internal products to staging/test environments during a deployment workflow. Pair this with the new “Order is created” trigger or “Coupon is created” to notify teams, update spreadsheets, or sync to external platforms. ### **Easy Digital Downloads: Subscription and Licensing Events** Recurring and licensed products are core to many digital product businesses (like ours). These new triggers allow you to: - Change user roles and access levels when a license is disabled to keep your paywalled content, well, walled. - Send a feedback survey or offer when a subscription expires to get more immediate and actionable feedback. - Generate a thank-you message or renewal bonus when a user renews a subscription (because it’s always important to show that you care). This is especially helpful for businesses offering downloadable software, memberships, or premium content. ### **ACF: Field-Level Precision for Dynamic Workflows** These are probably some of the most exciting new capabilities that the 6.10 release brings. With the new ACF triggers, you can now **automate workflows based on sub field changes inside group fields**—giving you much more granular control over content and user management. Some use cases include: - Trigger an action when a “review status” sub field is updated to “approved”. - Add a user to a group or send a notification when a custom field like “Account type” changes. - Update user or post metadata or sync with third-party tools based on changes to embedded field data. These additions are ideal for developers and site owners using flexible content architectures with ACF. (And that’s basically all of us, isn’t it?) ## **Keep Automating!** Automator 6.10 might not introduce flashy new integrations—but it delivers something just as important: **more power where it matters most**. While we’re always excited to announce new integrations, we’re just as excited about **deepening the integrations** between the **apps and plugins that you already use**. By expanding support for WooCommerce, EDD, ACF, and your existing workflows, this release gives you more control, more flexibility, and more creative options for your automations. Check out the full list of updates, changes, and patches for [Uncanny Automator Lite](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and [Uncanny Automator Pro](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). We hope you’re enjoying saving time and cutting back on costs! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News --- ### [When Is It Time to Start Automating Your WordPress Tasks?](https://automatorplugin.com/when-is-it-time-to-start-automating-your-wordpress-tasks/) **Published:** October 21, 2025 **Author:** Brendan Da Costa **Content:** *How do you know when it’s time to start automating your WordPress tasks? And which tasks should you start automating first? Here’s a hint: think R.I.C.H.!* **TLDR? 100-word Summary** The **R.I.C.H. Framework** by Uncanny Automator helps businesses, especially WordPress users, identify tasks for automation. R.I.C.H. stands for: - **Repetitive:** Tasks that you perform multiple times a day, week, month, or year. - **Iterative:** Tasks that you perform across multiple records. - **Costly:** Tasks that are time-consuming and/or require multiple tools. - **Hard:** Tasks that are error-prone and/or require coordination between multiple tools and/or stakeholders. The framework guides users to list workflows, score them on a 1-5 scale for each R.I.C.H. criterion, and then prioritize tasks with higher scores for automation. Automation should augment human efforts, account for edge cases, and be measured for ROI. **Uncanny Automator** is the no-code solution for automating WordPress tasks. [Download the R.I.C.H. Framework](https://app.monstercampaigns.com/c/hxmcdtieuw3roy5ms3wt/) You didn’t start your business to get bogged down in busywork. Much like us here at Uncanny Automator, you started it to serve a need and fulfill a vision. Yet between generating leads, publishing content, and tracking invoices, your hours vanish and your focus fades. The passion that once drove your work dissipates under the monotony of daily tasks. **Automation helps you get that focus back.** According to McKinsey, [**nearly 60% of occupations could automate one-third of their activities**](https://www.mckinsey.com/~/media/mckinsey/featured%20insights/Digital%20Disruption/Harnessing%20automation%20for%20a%20future%20that%20works/MGI-A-future-that-works-Executive-summary.ashx)—saving thousands of hours and dollars every year. But where do you start? Automating the wrong tasks wastes effort, while automating the right ones unlocks freedom, clarity, and growth. In this article, I’ll give you a framework we’ve developed to help businesses identify WordPress workflows to automate. You’ll also get a straightforward spreadsheet to organize your automation priorities and maximize the benefits of the #1 integration and automation tool for WordPress sites. Ready to reclaim your time? Let’s go! ## **What is Workflow Automation? (And Why WordPress Websites Need an Automation Plugin)** If your business feels like it’s held together by to-do lists, plugins, and good intentions, believe me, you’re not alone. Most small business owners, freelancers, and creators spend hours every week doing the same tasks: sending confirmation emails, updating spreadsheets, syncing customer data, or moving files from one platform to another. But **workflow automation** can change that. [![Automator action tokens](https://automatorplugin.com/wp-content/uploads/2022/10/mascot-machine-token.png "mascot-machine-token")](https://automatorplugin.com/wp-content/uploads/2022/10/mascot-machine-token.png) Simply put, workflow automation means using technology to handle the repetitive, rule-based processes that keep your business running. Automation frees up more of your time and resources so you can focus on moving your business forward. Think of it as your digital assistant, quietly taking care of tasks like sending onboarding emails, updating WooCommerce order statuses, or adding new leads to your CRM. For WordPress websites, automation is especially powerful. Between plugins, forms, store orders, and memberships, your site is already generating data every minute—it just isn’t working together. Without automation, you’re left copying and pasting information between tools, losing time, and risking errors. With the right automation plugin, those connections happen instantly and invisibly, without the need for your intervention. > *“workflow automation means using technology to handle the repetitive, rule-based processes that keep your business running”* But not every workflow is worth automating right away. Automating the wrong ones first can create more confusion than clarity, wasting time and money in the process. That’s why you need a framework—a simple, reliable way to evaluate which workflows will give you the biggest impact for the least effort. In the next section, I’ll introduce that framework—**Uncanny Automator’s R.I.C.H. Framework**—to help you pinpoint which tasks are truly ready for automation. ## **R.I.C.H. Framework for Identifying Tasks to Automate** By now, you know that automation can help your business work smarter—but how do you know which tasks are worth automating first? That’s where the **R.I.C.H. Framework** comes in. At Uncanny Automator, we created the R.I.C.H. Framework to help WordPress users identify the most “automation-worthy” workflows—the ones that save the most time, reduce the most friction, and deliver the best ROI. It’s a simple, four-part system that evaluates your tasks across four key traits: **R — Repetitive** If you find yourself doing the same thing every day (or every week), it’s time to automate. Think about sending follow-up emails, tagging customers after a purchase, or publishing content to multiple social platforms. Repetition is your biggest clue that a process can—and should—run without you. **I — Iterative** Some tasks aren’t just repetitive—they’re done across multiple records or entities. For example, updating multiple product listings, enrolling multiple students in a course, or assigning multiple users to a membership level. These iterative workflows scale quickly, and the more they repeat, the more value you gain from automating them. **C — Costly** If a process eats up significant time or resources, it’s costly—even if you’re not spending money directly. Manually generating reports, creating invoices, or moving data between systems all consume valuable hours. Automating these tasks lets your team spend more time on what really drives growth. **H — Hard** Finally, look for tasks that are complex, error-prone, or mentally draining. The ones that require too much focus or lead to frequent mistakes—like copying customer data between tools, managing multiple form submissions, or keeping inventory synced across systems. Automation handles the details so you can focus on strategy and service, not spreadsheets. Together, these four factors—**Repetitive, Iterative, Costly, and Hard**—form the foundation of a smarter automation strategy. The higher a workflow scores across these categories, the greater the payoff when you automate it. In the next section, I’ll walk you through exactly how to **apply the R.I.C.H. Framework** to your business and build a simple scorecard to identify your highest-impact automation opportunities. ## **How to Apply the R.I.C.H. Framework to Your Business** Knowing what R.I.C.H. stands for is one thing—putting it into practice is where the real transformation happens. Let’s walk through a simple, step-by-step process for identifying your top automation candidates. ### **Step 1: List Your Regular Workflows** Start by listing out the recurring workflows that keep your business running. Break them down by type so you can easily see where your time goes. For example: - **eCommerce:** inventory management tasks, abandoned cart follow-ups, re-engagement campaigns, etc. - **eLearning:** student enrollments, quiz and course completions, certificate issuance, personalized learning pathways, etc. - **Marketing:** tagging and segmentation, drafting and publishing email campaigns, lead generation and nurturing, etc. - **Content:** blog post writing and publishing, social media sharing, newsletter updates, image generation, etc. - **Support:** Ticket routing, satisfaction surveys, renewal reminders, etc. Don’t overthink this step—just capture what you (or your team) do regularly. ### **Step 2: Score Each Workflow Using R.I.C.H.** Next, rate each workflow on a 1–5 scale for each R.I.C.H. category. A “1” means the task happens rarely or costs little, while a “5” means it’s constant, costly, or error-prone. Here’s a quick example of how you might define those scores: Criteria12345**Repetitive**Once a yearOnce a monthOnce a weekOnce a dayMultiple times a day**Iterative**Single recordFew recordsSeveral recordsMany recordsHundreds or thousands**Costly**< 10 minutes30 minutes1 hourSeveral hoursFull day or more**Hard**Simple, low riskSome stepsError-proneComplex tools involvedRequires deep focus or frequent correctionsThese are general guidelines for a typical small business or agency. Every business will need to adjust the scale to reflect its size, industry, and internal workflows. For instance, what’s “costly” for a solopreneur might look different for a 10-person team. ### **Step 3: Calculate and Prioritize** Once you’ve scored each workflow, total the points across all four categories. The higher the score, the more time and money you stand to save by automating it. For example: - **Tagging ecommerce customers in a CRM:** Repetitive (5), Iterative (5), Costly (3), Hard (4) → **Total = 17** - **Blog post sharing:** Repetitive (3), Iterative (2), Costly (2), Hard (1) → **Total = 8** Your top-scoring workflows—like contact segmentation and order management—are your best candidates for automation. Start there. With this simple scorecard, you’ll see at a glance where automation will have the biggest impact. From there, Uncanny Automator can take those high-value tasks and connect your favorite plugins and apps—no code required—so your business runs smoother, faster, and with far fewer manual steps. ## **Best Practices for Automating Workflows** Before you dive headfirst into automation, it’s worth taking a moment to plan your approach. Here are a few best practices to keep your automations running smoothly: **1. Review Before You Automate** Automation doesn’t fix a broken process—it magnifies it. Before setting anything in motion, walk through each workflow step-by-step. Eliminate redundancies, clarify logic, and ensure each step serves a purpose. A clean workflow is far easier to automate and maintain. **2. Think of Automation as Augmentation** Automation *can* replace workers, but it works best when it *amplifies* their efforts. The goal is to handle the repetitive tasks so you and your team can focus on creativity, strategy, and client relationships. The best automations make humans more effective, not obsolete. **3. Automate for the Edge** Don’t stop at the obvious cases. The most reliable automations account for exceptions and “what-ifs.” Use conditions, filters, and multiple Automator recipes to capture edge cases—like expired coupons, partial form submissions, or abandoned checkouts—so nothing slips through the cracks. **4. Measure and Report** Track your results. Time saved, errors reduced, conversions improved—whatever metric matters most, measure it. Automation should deliver measurable ROI, helping you refine and prioritize what to automate next. **5. Combine Automation and AI** Automation handles the when and how—AI enhances the what. Integrate AI tools into your workflows for smarter content generation, personalized messaging, and data analysis. Together, automation and AI can turn your workflows from efficient to exceptional. Want to learn more about combining AI and automation? [**Read our post about creating agentic AI workflows >>>.**](https://automatorplugin.com/automation-vs-ai/) ## Why Automate Your WordPress Site With [Uncanny Automator](https://automatorplugin.com/pricing) I hope you don’t mind the humblebrag but, here at Uncanny Automator, we’re kind of automation experts. Since 2018, we’ve been helping WordPress developers, business owners, and site administrators shave hours off their work week and digits off their operating costs. If you’re running your business on WordPress, automation isn’t just a nice-to-have—it’s essential for running a modern website. And Uncanny Automator was built specifically for the WordPress ecosystem. **Integrate Everything. Automate Anything.** [![](https://automatorplugin.com/wp-content/uploads/2025/10/automator-homepage-1024x660.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/10/automator-homepage.png) Automator connects your favorite plugins and apps so they work together seamlessly—no code, no custom integrations, no costly development fees. Whether you’re running a WooCommerce store, a membership or elearning site, or a content-driven blog, Automator helps you automate everything from customer onboarding to content promotion. Here’s what sets Automator apart: - **Built for WordPress:** Designed specifically for WordPress, it integrates natively with [**253 plugins and apps**](https://www.automatorplugin.com/integrations) you already use. - **No-per automation Fees:** The whole point of automating is to save time and money. Unlike other integration and automation tools out there, Automator doesn’t charge per-automation fees. In other words, the more you automate and integrate, the more you save. - **Visual, Code-Free Builder:** Point, click, and create. At the core of our philosophy is bringing powerful, enterprise-level automations to all WordPress users, regardless of their technical expertise. With Uncanny Automator, your WordPress site becomes more than a website—it becomes a fully automated business hub. You’ll spend less time on manual tasks and more time creating, selling, and scaling what you love most. The best time to start automating your workflows is right now. [**Get Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) ## **Conclusion & Next Steps** Automation isn’t about replacing your work—it’s about reclaiming your time so you can focus on what truly matters: growing your business, serving your customers, and building something lasting. By identifying the right tasks to automate, you eliminate friction, reduce errors, and unlock new capacity for creativity and innovation. The R.I.C.H. Framework gives you a practical, proven way to evaluate your workflows, prioritize what to automate, and see measurable results—fast. Ready to put it into action? Download the R.I.C.H. Scorecard and start mapping your own workflows today. See how much time and effort you can save when your systems finally start working together. Then, take the next step: try Uncanny Automator—the #1 automation plugin for WordPress—and start turning your high-priority automation opportunities into reality. No code, no hassle—just more time to do what you love. Until next time, happy automing! ## **Frequently Asked Questions** **What are examples of tasks to automate in a small business?** Small business automation can cover nearly every department—from marketing to operations. You can automate welcome emails, lead generation and tagging, or social media posts; sync customer data between WordPress, CRMs, and email marketing tools; generate invoices in accounting apps; or trigger customer follow-ups in WooCommerce after purchases. The goal is to replace repetitive, rule-based tasks with reliable workflows that run in the background—saving time without sacrificing quality. **How do you identify which business processes to automate first?** Start by looking for processes that are repetitive, time-consuming, or prone to error. Use the R.I.C.H. Framework to score them: the more Repetitive, Iterative, Costly, and Hard a task is, the better it is to automate. Prioritize your top scorers—these are the “low-hanging fruit” that deliver fast wins and measurable ROI. **What is the R.I.C.H. Framework for automation?** The R.I.C.H. Framework is a simple method created by Uncanny Automator to help you evaluate workflows based on four key traits: **Repetitive:** Tasks done often and predictably. **Iterative:** Tasks repeated across multiple records (like customers or products). **Costly:** Tasks that drain time or resources. **Hard:** Tasks that are complex or error-prone. By scoring workflows across these dimensions, you can quickly spot which automations will have the biggest impact on your business. **Can WooCommerce be automated without coding?** Absolutely. With Uncanny Automator, you can connect WooCommerce to your favorite plugins and apps—like [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), [**Google Sheets**](https://automatorplugin.com/share/google-sheets/), or [**Slack**](https://automatorplugin.com/share/slack/)—without writing a single line of code. You can automate tasks like generating and emailing unique coupon codes, updating inventory and product pricing, enrolling customers in loyalty programs, or following up after purchases in just a few clicks. **How much time can small business automation save?** It depends on your business and the workflows that you plan on automating. However, you can estimate [**time savings of approximately a third according to a report by McKinsey**](https://www.mckinsey.com/~/media/mckinsey/featured%20insights/Digital%20Disruption/Harnessing%20automation%20for%20a%20future%20that%20works/MGI-A-future-that-works-Executive-summary.ashx). To get a better sense of your ROI, it’s best to track your automations. You can even automate the tracking of your automations with Uncanny Automator and Google Sheets. [**Find out how to connect your WordPress site to Google Sheets with Automator >>>.**](https://www.youtube.com/watch?v=kKxEYUrRoNk) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices --- ### [How to Automatically Send New Blog Posts to a MailChimp List](https://automatorplugin.com/automatically-send-new-blog-posts-to-a-mailchimp-list/) **Published:** November 16, 2021 **Author:** Sandipan **Content:** *Launch Mailchimp campaigns directly from your WordPress site. Turn new blog posts into email campaigns that drive traffic to your site.* **TLDR? Here are the highlights:** Uncanny Automator lets you send new blog posts to a Mailchimp list directly from your WordPress dashboard. Here’s how: 1. Install and activate Uncanny Automator Pro or Automator Lite (register account for complimentary app credits). 2. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe** and select **Logged-in users**. 3. In the *Trigger* panel, select **WordPress** > **A user publishes a post**. 4. In the *Actions* panel, select **Mailchimp** > **Create and send a campaign**. (Note: You will need to connect your Mailchimp account.) 5. **Optional:** Add delays and/or AI actions to maximize engagement. With [**Uncanny Automator**](https://automatorplugin.com/pricing), you can launch Mailchimp campaigns directly from your WordPress site. Whether you want to **share your latest blog post** with your mailing list or **promote a new product**, Automator can help. In this article, I’m going to show you how to automatically send new blog posts to a Mailchimp list. I’ll even show you how to use AI models like **[ChatGPT](https://automatorplugin.com/share/openai/)**, **[Claude](https://automatorplugin.com/share/claude/)**, or **[Grok](https://automatorplugin.com/share/grok/)** to turn a lengthy blog post into a must-click email campaign. Let’s get started. ## **How to Send New Blog Posts to Your MailChimp List** To automate your Mailchimp newsletters and integrate Mailchimp with your WordPress site, you’ll need to install and activate [**Uncanny Automator**](https://automatorplugin.com/pricing). [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) Automator is the #1 automation and integration plugin for WordPress websites. Using simple combinations of triggers and actions, you can connect your favorite apps and plugins to automate workflows. When it comes to automating your Mailchimp newsletters, these are the key Automator features: - **AI integrations:** Use AI models such as Mistral, ChatGPT, Gemini, and others to create clickthrough-worthy emails and scroll-stopping social content from your WordPress blog posts. - **Tokens:** Automator is fully integrated with your WordPress site and Mailchimp account, meaning you can use tokens to personalize emails, segment contacts, share URLs, and more. - **Schedule and Run now integration:** Want to schedule an automated newsletter every Monday? Or, perhaps, you have a surprise announcement to make that you have to send out right away. Automator handles both scenarios. In this article, I’ll be using [**Automator Pro**](https://automatorplugin.com/pricing). However, you can send new blog posts to your Mailchimp audience for free with [**Automator Lite**](https://wordpress.org/plugins/uncanny-automator/). If you’re using the free version of Automator, [**don’t forget to register your account**](https://automatorplugin.com/my-account) to receive complimentary app credits. You’ll need them to connect your WordPress site to Mailchimp. **Step 1: Create and Name a New Recipe** Now that you have installed and activated Automator on your WordPress site, you can begin to automate your Mailchimp emails. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe, “Automatically Send New Blog Posts to a MailChimp List”. Not exactly poetry, but it gets the job done. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available interactions, select **WordPress**. [![Grid of integration icons for Uncanny Automator. The WordPress icon is highlighted, showing that it has been selected.](https://automatorplugin.com/wp-content/uploads/2025/09/wordpress-integration.png "wordpress-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/wordpress-integration.png) From the dropdown list that appears, select “**A user publishes a post**”. [![Dropdown list of WordPress triggers in Uncanny Automator. The user has highlighted the trigger, “A user publishes a post”.](https://automatorplugin.com/wp-content/uploads/2021/11/wordpress-trigger-user-publishes-post-1024x479.png "wordpress-trigger-user-publishes-post")](https://automatorplugin.com/wp-content/uploads/2021/11/wordpress-trigger-user-publishes-post.png) Automator will prompt you to select the post type. From the list, select “Post” and click **Save**. **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Mailchimp**. [![Grid of WordPress integrations, including LinkedIn Pages, MailerLite, Make, and Notion. The user has highlighted “Mailchimp”.](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-integration.png "mailchimp-integration")](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-integration.png) (Note: If you haven’t already connected your Mailchimp account, simply follow the prompts as they appear. For a [detailed guide, click here](https://automatorplugin.com/knowledge-base/mailchimp/). If you want to use Mailchimp triggers in the future, you can [find a detailed guide here](https://automatorplugin.com/knowledge-base/mailchimp-wordpress-triggers/).) From the dropdown list that appears, select “**Create and send a campaign**”. [![Dropdown list of Mailchimp actions in Uncanny Automator. The user has highlighted the action “Create and send a campaign”.](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-action-create-and-send-campaign-1024x481.png "mailchimp-action-create-and-send-campaign")](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-action-create-and-send-campaign.png) Automator will present you with a list of fields to draft your Mailchimp campaign. First, you need to add a *Campaign name*. This can be any name you like and will not be visible to your audience. For example, I have named this campaign “Blog Post Newsletter: {{Post ID}}”. In the name, I used a *token* (i.e., dynamic data from my WordPress site). To use a token, click on the **Asterisk** in a field and select the corresponding token. [![Automator token selection in a field named "Campaign name”. The user clicks the asterisk in the field, and searches for and selects “post id”.](https://automatorplugin.com/wp-content/uploads/2021/11/automator-mailchimp-campaign-name-post-id-token.gif "automator-mailchimp-campaign-name-post-id-token")](https://automatorplugin.com/wp-content/uploads/2021/11/automator-mailchimp-campaign-name-post-id-token.gif) Using dynamic tokens can help you to distinguish between different campaigns. And you can then check the performance of each campaign in your MailChimp dashboard. Next, you can select the *Audience* and *Segment or Tag* that you want to send the campaign to. After that, it’s time to draft the *Email subject* and *Preview text*. Just as I did with the *Campaign name*, the subject line and preview text can be a mix of static text and tokens. For example, my subject line is, “Hot off the press: {{Post title}}” and the preview text is, “Want to know what we’ve been up to? Check out ‘{{Post title}}’”. [![Automator email configuration interface showing fields for automating WordPress post announcements. The email subject reads ‘Hot off the press: Post title,’ the preview text says ‘Want to know what we've been up to? Check out "Post title".](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-email-subject-preview-example-1024x469.png "mailchimp-email-subject-preview-example")](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-email-subject-preview-example.png) Next, set the *From name*, *From email address*, *To name* (use the merge tags beneath the field), and select a *Template*. Finally, it’s time to draft your email. Make sure to include the {{Post title}} and {{Post URL}} tokens along with a compelling CTA. [![Email content editor in Automator showing a message template with WordPress tokens. The email says: ‘Hey there, {{Post author first name}} just published {{Post title}}. Check it out: {{Post URL}}. See you on the blog! — {{Site name}}. The interface includes formatting tools and media options.](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-newsletter-sample-email-1024x669.png "mailchimp-newsletter-sample-email")](https://automatorplugin.com/wp-content/uploads/2021/11/mailchimp-newsletter-sample-email.png) Alternatively, you can include the entire blog post in your email by using the {{Post content}} token. Once you’re satisfied with your draft, click **Save**. **Step 4 (Optional): Set a Delay** If you’re using Automator Pro, you can set a delay so that the email campaign goes out at the right time. To set a delay, **hover** over the Mailchimp action and click **Delay**. [![Automator Mailchimp action “Create and send a campaign”. The user has highlighted the “Delay” option.](https://automatorplugin.com/wp-content/uploads/2021/11/automator-mailchimp-action-delay-1024x397.png "automator-mailchimp-action-delay")](https://automatorplugin.com/wp-content/uploads/2021/11/automator-mailchimp-action-delay.png) In the modal that appears, set the delay. For example, I have set a 2-hour delay. [![Automator delay settings panel showing options to delay an action by a set time, schedule it for a specific date and time, or use a custom token-based value. The selected option delays the action by 2 hours after trigger completion.](https://automatorplugin.com/wp-content/uploads/2021/11/automator-2-hour-delay-834x1024.png "automator-2-hour-delay")](https://automatorplugin.com/wp-content/uploads/2021/11/automator-2-hour-delay.png) Click **Set delay**. **Step 5: Go Live!** You’re just about ready to launch Mailchimp campaigns directly from your WordPress site. All you have to do now is toggle the recipe from **Draft** to **Live**. [![Automator recipe titled ‘Automatically Send New Blog Posts to a MailChimp List,’ showing a WordPress trigger for publishing a post and a Mailchimp action that creates and sends a campaign after a 2-hour delay.](https://automatorplugin.com/wp-content/uploads/2021/11/automatically-send-new-blog-posts-to-mailchimp-list-recipe-live-1024x655.png "automatically-send-new-blog-posts-to-mailchimp-list-recipe-live")](https://automatorplugin.com/wp-content/uploads/2021/11/automatically-send-new-blog-posts-to-mailchimp-list-recipe-live.png) That’s it! Now you’ll be able to launch Mailchimp campaigns directly from your WordPress site whenever you publish a campaign. But why stop there? Automator has [**253 integrations**](https://automatorplugin.com/integrations), giving you more ways to promote your content and connect with your audience. **Step 6 (Optional): Enhance with AI** Want to create compelling, original summaries of your content for each new email campaign? [![Automator actions panel showing an Anthropic step that uses a prompt with the Claude Opus 4 model to generate a text response, followed by a Mailchimp action set to create and send a campaign after a 2-hour delay.](https://automatorplugin.com/wp-content/uploads/2021/11/automator-clause-and-mailchimp-actions-1024x728.png "automator-clause-and-mailchimp-actions")](https://automatorplugin.com/wp-content/uploads/2021/11/automator-clause-and-mailchimp-actions.png) Use an AI model like **Claude** to generate an excerpt, summary, or compelling subject line for your blog post. ## **More Content Automations to Boost Engagement** If you’re looking for more ways to automate your content workflows, here are some great ideas you could be using now. - [**Reverse WordPress Content Decay >>>**](https://automatorplugin.com/reverse-wordpress-content-decay/) using scheduled automations that trigger AI reviews for more recent statistics, keyword optimization, and even internal link suggestions. - [**Automatically Generate AI Content >>>**](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) right from your WordPress dashboard for product descriptions, blog posts and blog post images, meta descriptions, and more. - [**14 Easy Automations to Grow Your Email List >>>**](https://automatorplugin.com/14-easy-ways-to-automate-and-grow-your-email-list/) that you can implement to expand your reach with minimal effort. - [**Track Your WordPress Email Opens and Clicks >>>**](https://automatorplugin.com/how-to-automatically-track-email-opens-in-google-sheets/) to find out which campaigns and types of content perform best. ## **Conclusion** That’s all there is to it! You’ve just **connected WordPress to Mailchimp** and automated your email campaigns—no coding, no hassle, just pure automation magic. Whether you’re sharing weekly blog updates or surprise announcements, Automator handles the heavy lifting so you can focus on creating great content. Ready to unlock even more automation possibilities? When you’ve used your complimentary app credits, [**upgrade to Automator Pro**](https://automatorplugin.com/pricing) **for unlimited campaigns**, advanced scheduling, and AI-powered content enhancement. Until next time, happy automating! ## **Frequently Asked Questions** **Can I send blog posts to multiple Mailchimp audiences?** Absolutely! Simply add multiple actions in a single Automator recipe or create multiple recipes, each targeting a different Mailchimp audience. You can even use conditional logic (available in Automator Pro) to send specific post categories to different segments. **Can I customize which blog posts get sent to Mailchimp?** Yes, you can use the WordPress trigger “A user publishes a post in a taxonomy” to determine which posts initiate the automation. Alternatively, you can use Automator’s Filters feature on different actions to filter post type, category, tag, or even specific authors. This way, only the content you want shared will trigger your Mailchimp campaigns. **What happens if I schedule a post for the future?** Your automation triggers when the post publishes, not when you schedule it. So if you schedule a post for next Tuesday at 9 AM, that’s exactly when your Mailchimp campaign will start processing (plus any delay you’ve set). **Can I include custom fields and featured images in my emails?** You bet! Automator provides tokens for featured images, custom fields, excerpts, and more. Simply click the asterisk (\*) in any field to browse all available tokens from your WordPress site. **Do I need a paid Mailchimp account to use this integration?** Nope! This integration works with free and paid Mailchimp accounts alike. However, your Mailchimp plan determines how many contacts you can email and which features are available. **Can I test my automation before going live?** Of course! You can test this automation by sending the Mailchimp campaign to only your email address or to an internal segment in your Mailchimp audience. You can also use Automator’s recipe logs to monitor exactly what happens when your automation runs. **What other email services work with Automator?** Automator connects with tons of email marketing platforms including [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Brevo**](https://automatorplugin.com/share/brevo/), [**Constant Contact**](https://automatorplugin.com/share/constant-contact/), [**Drip**](https://automatorplugin.com/share/drip/), [**GetResponse**](https://automatorplugin.com/share/getresponse/), [**HubSpot**](https://automatorplugin.com/share/hubspot/), and many more. Check out our full list of [**253 integrations**](https://automatorplugin.com/integrations)! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Recipe Ideas, Use Cases --- ### [The Best FREE Social Media Plugins for WordPress](https://automatorplugin.com/the-best-free-social-media-plugins-for-wordpress/) **Published:** September 1, 2023 **Author:** Brendan Da Costa **Content:** *There are so many FREE social media plugins for WordPress out there that it can be hard to find the right one. So, we’ve compiled this list of the very best. Scroll away!* **TLDR? Here are the highlights.** **Plugin**Best ForPlugin TypeFree Plan[**Uncanny Automator**](https://automatorplugin.com/pricing)Automating social posting & cross-platform workflowsPost-to-Social✅ Yes[**Smash Balloon**](https://automatorplugin.com/share/smashballoon/)Embedding Instagram, Facebook, and YouTube feedsSocial Wall✅ Yes[**AddToAny Share Buttons**](https://wordpress.org/plugins/add-to-any/)Encouraging visitors to share your content easilySocial Sharing✅ Yes[**Jetpack Social**](https://jetpack.com/social/)Auto-sharing blog posts on social mediaPost-to-Social✅ Yes[**Heateor**](https://www.heateor.com/products/)Adding social login, sharing, and commentingSocial Sharing & Social Login✅ Yes[**[**Monarch by Elegant Themes**](https://www.elegantthemes.com/plugins/monarch/)**](https://www.elegantthemes.com/plugins/monarch/)Beautifully designed social share buttonsSocial Sharing⚠️ No (included with membership)[**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022)Optimizing social previews and metadata for SEOSocial Integration✅ Yes[**RafflePress**](https://automatorplugin.com/share/rafflepress/)Running viral giveaways and contestsSocial Integration✅ Yes[**MonsterInsights**](https://automatorplugin.com/share/monsterinsights-bf2022)Tracking social traffic and engagement analyticsSocial Integration✅ YesStop doom scrolling—I’ve tested **the best free social media plugins** for WordPress so you don’t have to. From **social media scheduling to embedded social walls**, these plugins are designed to help your site grow and encourage engagement. All of these social media plugins for WordPress are free. However, some of them have premium plans that unlock additional features. For now, I’ll keep things focused on the free features and let you know when it’s time for an upgrade. Let’s get into the good stuff. ## **Not All Social Media Plugins Are the Same** Social media is an integral part of growing your WordPress business. But, of course, you already knew that. It’s why you’re here. The social media plugin that you choose for your WordPress website, however, will depend on **how, exactly, you intend to grow your audience**. Do you want to create easily shareable blog content for your readers? Maybe you want to show off your dazzling Pinterest feed as part of your portfolio. Perhaps you want synchronicity across all of your platforms. Or, perhaps, you want to create a more immersive web experience for your site visitors by enabling social media logins. How you choose to **integrate social media into your WordPress website** will determine the type of social media plugin that you need: 1. **Post-to-Social Plugins or Social Media Planning & Scheduling** Post-to-social plugins—or Social Media Planning & Scheduling plugins—allow you to automatically post your WordPress content to social media. Depending on the plugin, you can: - auto-post when specific triggers occur on your WordPress site (new content, new user, product price changes, etc.), - create a calendar and schedule content publishing in advance, - integrate with powerful content management tools like ClickUp and Google Sheets, - generate social posts with different AI models, and - synchronize your content across your social platforms. 2. **Social Sharing Plugins** This would be the most common type of social media plugin. These plugins allow your users to share your WordPress content (blog posts, products, images, etc.) on their social media accounts with the click of a button. With these plugins, you’re looking for features like: - share button placement and design, - share and like counters, - follow buttons, and - analytics integrations such as Google Insights, 3. **Click-to-Tweet Plugins** These plugins are very similar to social sharing plugins but are hyper-focused on creating shareable links for X (formerly Twitter). If you’re narrowly focused on your X platform, you can opt for one of these plugins and dispense with features that you wouldn’t use in a broader social sharing plugin. These plugins usually have similar features to “Social Sharing Plugins”, but should also include: - mobile responsiveness, and - lightweight design. 4. **Social Wall Plugins** If you’re trying to bring the beauty of your social media feed to your WordPress site, then you’re looking for a social wall plugin. These plugins display full or curated content from your various social media platforms right on your WordPress site. Key features you’ll want to look out for include: - various integrated feeds (Pinterest, Instagram, TikTok, etc.), - WordPress theme compatibility, - styling and layout options, - load times and page speed optimization, - local image storage, and - feed filtering. 5. **Social Media Integration** These aren’t, strictly technically speaking, social media plugins. That is to say, they are plugins geared towards opt-ins, SEO or site performance that also happen to have powerful social media features. The exact features will vary depending on the primary purpose of the plugin. However, you’ll want to make sure that the plugin includes the social media platforms that matter most to your audience. With so many different ways to integrate social media into your WordPress site, I know that it can get a little confusing. As such, I’ve added some tags to each plugin on my list so that you can quickly identify what kind of social media plugin it is and whether or not it’s right for you. Let’s get scrolling! ## 1. [Uncanny Automator](https://automatorplugin.com/pricing) **Post-to-Social Plugins** [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) Uncanny Automator is the #1 automation and integration plugin for WordPress sites. As such, it’s a **natural and dynamic post-to-social plugin**. With Automator’s intuitive, no-code recipe-builder, you can easily **push your WordPress content out across your favorite social media platforms**. Whether you want to share new blog posts on X or LinkedIn or promote your latest products on Instagram and Facebook, you can automate to get it done. ### **Key Features** Automator is chock-full of features that make seamless integration between your WordPress website and your social media platforms simple. However, these are the features that social media marketers will value the most: - **Support for the most popular social media platforms** such as Facebook, Facebook Lead Ads, Instagram, WhatsApp, X, LinkedIn, and many more. - **Schedule** integration, so you can plan your content ahead and post without manual intervention. - **8 AI integrations** including Grok, ChatGPT, and Claude so you automatically turn long-form content or even new product releases into engagement-optimized posts. - **ClickUp, Google Sheets, and Airtable** integrations to keep your growing social media content library organized and on-schedule. - **Tokens for personalization** for creating dynamic content that actually speaks to your audience using real-time data. - **Filters and conditions** to create different content pathways and publishing strategies for different types of content and audiences. Automator is also the only plugin on this list that integrates with WhatsApp, BuddyBoss and Twilio, extending your social network far beyond the reaches of the Xverse and Metaverse. > [Auto Post From WordPress to Social Media: Facebook, Instagram, X, and More](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) ### **Pricing** [**Automator Lite**](https://wordpress.org/plugins/uncanny-automator/) is free forever. However, using social media integrations takes up “app credits”. If you [**register your account**](https://automatorplugin.com/my-account), you will receive some complimentary app credits, so you can start automating your social media content for free. Once your complimentary app credits run out, you can [**upgrade to Automator Pro**](https://automatorplugin.com/pricing) and get unlimited app credits. You’ll also unlock more triggers and actions, giving you more options for generating and publishing social content. ## 2. [Smash Balloon](https://automatorplugin.com/share/smashballoon/) **Social Wall** [![](https://automatorplugin.com/wp-content/uploads/2023/09/smash-balloon-homepage-1024x525.png "smash-balloon-homepage")](https://automatorplugin.com/wp-content/uploads/2023/09/smash-balloon-homepage-scaled.png) Part of what makes social media platforms so engaging is that the interface is simply stunning. And, if you’re anything like me, you spend a fair amount of time fine-tuning your images, reels, and captions to make sure that they are visually captivating. [**Smash Balloon**](https://automatorplugin.com/share/smashballoon/) lets you bring that hard work and the beauty of your social media feeds directly to your WordPress site. This social media feeds plugin is the most versatile and comprehensive in its category with tons of features for curation, customization and performance. It’s **every content creator’s dream**, and a must-have for content-forward brands. [![](https://automatorplugin.com/wp-content/uploads/2023/09/smash-balloon-feeds-options-1024x496.png "smash-balloon-feeds-options")](https://automatorplugin.com/wp-content/uploads/2023/09/smash-balloon-feeds-options-scaled.png) ### **Key Features** Technically speaking, Smash Balloon isn’t one plugin; it’s several. The team at Smash Balloon made one plugin for each platform and an option to bundle them all. But, whether you’re a YouTube podcaster or a globe-trotting photographer with an enviable Instagram, these are the features I know you’ll appreciate: - **No-code feed builder** so set-up is quick and painless, letting you get back to creating more content, not curating it. - **Pre-built, customizable layouts** that you can take as-is or easily modify to best show off your content. Adjust everything from background colors to tile widths and spacing. - **Local image storage** and **reliable backups** ensure that your feed always stays stunning, not static. - **An “SEO Booster”** that makes your social wall functional, not just pretty, adding all-important keywords, context, and new content to your website. - **Speed optimization** that ensures your website doesn’t slow down. These are just the headline features that, as a content creator myself, I know will help you the most. But I also want to mention some “nice-to-haves” such as: **mobile responsive design, GDPR compliance,** and **page-builder integration** with [**Divi**](https://automatorplugin.com/share/divi) and [**Elementor**](https://automatorplugin.com/share/elementor). For a full list of features, including more information on downtime prevention and SEO boosting, [click here](https://smashballoon.com/features/). ### **Pricing** Smash Balloon wouldn’t be on this list if it wasn’t free. You can get the free version of each of their plugins by clicking the links below: - [**Instagram**](https://en-ca.wordpress.org/plugins/instagram-feed/) - [**Facebook**](https://wordpress.org/plugins/custom-facebook-feed/) - [**X/Twitter**](https://en-ca.wordpress.org/plugins/custom-twitter-feeds/) - [**YouTube**](https://wordpress.org/plugins/feeds-for-youtube/) - [**Reviews**](https://wordpress.org/plugins/reviews-feed/) For WordPress developers, agencies, and social media mavens, [**Smash Balloon’s All Access Bundle**](https://automatorplugin.com/share/smashballoon/) can be used on an **unlimited number of websites** and includes some impressive additional features. **(Lightboxes and playlists, anyone?)** ## 3. [AddToAny Share Buttons](https://wordpress.org/plugins/add-to-any/) **Social Sharing** [![](https://automatorplugin.com/wp-content/uploads/2023/09/addtoany-social-share-buttons-1024x535.png "addtoany-social-share-buttons")](https://automatorplugin.com/wp-content/uploads/2023/09/addtoany-social-share-buttons.png) Social media is effectively the digital equivalent of word-of-mouth. That’s where social sharing plugins like [**AddToAny Share Buttons**](https://wordpress.org/plugins/add-to-any/) come in. Think of AddToAny like the megaphone of the digital marketplace, allowing your site visitors to be the town crier for your content. ### **Key Features** There’s a lot to like about AddToAny but there are some features that make it stand out from other social sharing plugins. - **Share on any platform** including popular must-haves like WhatsApp, Threads, Pinterest, and Facebook. But you can also customize destinations, sharing across the internet. - **Mobile responsiveness** ensures that your site visitors can share your content regardless of the device they are using. - **A Google Analytics integration** means you can track sharing statistics to give more fuel to viral posts and intervene for underperforming content. - **Flexible button placement** to optimize engagement and give gentle nudges when most appropriate. AddToAny also uses SVG graphics, meaning that your share buttons are always lightweight and customizable. ### **Pricing** With so many features, AddToAny could be a premium plugin. However, the plugin creators have kept it totally free. There’s only upsides to giving your content a boost with AddToAny. [**Install and activate AddToAny >>>**](https://wordpress.org/plugins/add-to-any/) ## 4. [Jetpack Social](https://jetpack.com/social) **Post-to-Social Plugins** [![](https://automatorplugin.com/wp-content/uploads/2023/09/jetpack-social-homepage-1024x585.png "jetpack-social-homepage")](https://automatorplugin.com/wp-content/uploads/2023/09/jetpack-social-homepage.png) [**Jetpack Social**](https://jetpack.com/social) is Automattic’s answer to streamlined social sharing—perfect for WordPress users who want native reliability and minimal fuss. It connects your WordPress site directly to your favorite social channels, letting you share posts automatically the moment you hit publish. ### **Key Features** Jetpack Social comes pre-loaded with a suite of features to keep your social strategy simple and efficient: - **Auto-publish posts** to Facebook, LinkedIn, Tumblr, and more right from your WordPress dashboard. - **Schedule your shares** in advance or post instantly—your choice. - **Built-in image optimization** and link previews to make your posts look great on every platform. - **Post performance tracking** to measure engagement and refine your social content. - **One unified dashboard** for managing all your connected networks without juggling extra tabs or tools. ### **Pricing** Jetpack Social offers free automatic sharing to selected networks. Advanced scheduling, analytics, and multi-user features are available with its paid plans—but the free version is perfect for most bloggers and small businesses just getting started. ## 5. [Heateor](https://www.heateor.com/) **Social Sharing & Social Login** [![Similar to Smash Balloon, Heateor isn’t just a social sharing plugin—it’s a full social integration suite. With different plugins like Heateor Social Comments, Super Socializer, and Sassy Social Share, you can blur the line between where your WordPress site begins and where your social media ends.](https://automatorplugin.com/wp-content/uploads/2023/09/heateor-products-1024x317.png "heateor-products")](https://automatorplugin.com/wp-content/uploads/2023/09/heateor-products.png) Similar to Smash Balloon, [**Heateor**](https://www.heateor.com/) isn’t just a social sharing plugin—it’s a full social integration suite. With different plugins like **Heateor Social Comments**, **Super Socializer**, and **Sassy Social Share**, you can blur the line between where your WordPress site begins and where your social media ends. ### **Key Features** Heateor is packed with tools that make your website more interactive and socially connected: - **Social login** with 20+ platforms, including Google, Facebook, X, and Discord—no more tedious registration forms. - **Social share buttons** for posts, pages, WooCommerce products, and more. - **Floating and inline button layouts** with customizable positioning and styling. - **Integrated comment system** that lets users leave remarks through their social accounts. - **Share counters and analytics** to visualize engagement and growth. - **GDPR-compliant and fully responsive**, keeping your site modern and secure. ### **Pricing** Heateor’s plugins are free to use with optional premium addons that unlock deeper customization and white-label capabilities. - [**Heateor Social Comments**](https://www.heateor.com/heateor-social-comments/) - [**Super Socializer**](https://www.heateor.com/super-socializer/) - [**Sassy Social Share**](https://www.heateor.com/sassy-social-share/) - [**Fancy Comments**](https://www.heateor.com/fancy-facebook-comments/) ## 6. [Monarch](https://automatorplugin.com/share/divi) by Elegant Themes **Social Sharing** [![](https://automatorplugin.com/wp-content/uploads/2023/09/monarch-homepage-1024x477.png "monarch-homepage")](https://automatorplugin.com/wp-content/uploads/2023/09/monarch-homepage-scaled.png) If you’re using the [**Divi Builder**](https://automatorplugin.com/share/divi) on your WordPress site, did you know that you already have a social sharing plugin? [**Monarch**](https://automatorplugin.com/share/divi) by Elegant Themes is a social sharing plugin built with style and for ease. Whether you’re looking to nudge your readers to share or proudly display your social following, Monarch helps you do it with flair. ### **Key Features** Monarch’s design versatility and feature depth make it one of the most polished options integrating social media with WordPress: - **Over 20 social networks** are supported for sharing and following. - **Five different display locations** (sidebar, inline, pop-up, fly-in, and media) let you optimize engagement and design. - **Customizable triggers**, like time delays, scroll depth, or after-comment actions, to prompt sharing at the perfect moment. - **Detailed analytics dashboard** for monitoring shares and engagement trends. - **Beautifully responsive design** that blends seamlessly with any WordPress theme. ### **Pricing** Monarch is included in the [**Elegant Themes Membership**](https://automatorplugin.com/share/divi), which also gives you access to **Divi** and **Bloom**. While not free as a standalone plugin, it’s an unbeatable value **if you’re already in the Elegant ecosystem**. ## 7. [AIOSEO](https://automatorplugin.com/share/aioseo-bf2022) **Social Media Integration** [![The AIOSEO homepage with the heading “The Best WordPress SEO Plugin and Toolkit” above icons such as “Local SEO” and “Smart Sitemaps”. An interactive “Before | After” graphic shows improved SERPs post-AIOSEO.](https://automatorplugin.com/wp-content/uploads/2025/11/aioseo-homepage-before-after.gif "aioseo-homepage-before-after")](https://automatorplugin.com/wp-content/uploads/2025/11/aioseo-homepage-before-after.gif) [**All in One SEO**](https://automatorplugin.com/share/aioseo-bf2022) ([**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022)) might be best known for its search engine optimization tools—but it’s also a secret weapon for social media marketers. Its smart social meta settings ensure that your shared links look as good on Facebook, X, and LinkedIn as they do in Google results. ### **Key Features** AIOSEO helps your content shine across every channel: - **Automatic Open Graph and Twitter Card generation** so your shared links always display perfectly. - **Custom social titles, descriptions, and images** for each post and page. - **Live social previews** so you can see exactly how your content will appear before you share it. - **Built-in Facebook Debugger and social verification** tools. - **Schema markup support** that enhances visibility on both search engines and social feeds. ### **Pricing** AIOSEO Lite offers all the essentials—including complete Open Graph control—for free. The Pro version adds advanced schema, AI SEO tools, and multi-site management for power users. [**Get an AIOSEO boost >>>**](https://automatorplugin.com/share/aioseo-bf2022) ## 8. [RafflePress](https://automatorplugin.com/share/rafflepress/) **Social Media Integration** [![rafflepress homepage](https://automatorplugin.com/wp-content/uploads/2023/08/rafflepress-homepage-1024x426.png "rafflepress homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/rafflepress-homepage.png) If you’ve ever wanted to turn social engagement into viral growth, [**RafflePress**](https://automatorplugin.com/share/rafflepress/) is your go-to plugin. It helps you create giveaways and contests that reward users for following, sharing, or referring your brand to their own audiences. ### **Key Features** RafflePress blends social media virality with user-friendly simplicity: - **Drag-and-drop giveaway builder** for quick setup, including a no-code block for social media integration. - **Pre-built viral templates** to encourage shares on Facebook, X, Instagram, and more. - **One-click entry options** through social logins or follows. - **Email marketing and CRM integrations** so you can turn fast followers into long-term audience growth. - **Responsive, mobile-friendly design** for contests that look great on every device. ### **Pricing** The core [**RafflePress**](https://automatorplugin.com/share/rafflepress/) plugin is free on WordPress.org and includes everything you need to launch basic giveaways. Pro plans add viral refer-a-friend actions, bonus entries, and analytics for power campaigns. ## 9. [MonsterInsights](https://automatorplugin.com/share/monsterinsights-bf2022) **Social Media Integration** [![](https://automatorplugin.com/wp-content/uploads/2023/09/monsterinsights-homepage-1024x530.png "monsterinsights-homepage")](https://automatorplugin.com/wp-content/uploads/2023/09/monsterinsights-homepage-scaled.png) What good is all that social media traffic if you can’t track it? [**MonsterInsights**](https://automatorplugin.com/share/monsterinsights-bf2022) makes Google Analytics simple—and helps you turn social data into smarter marketing. It’s a must-have for anyone serious about measuring what works (and what doesn’t) in their social marketing strategy. ### **Key Features** MonsterInsights gives you the clarity and control you need over your social analytics: - **One-click Google Analytics setup**—no code, no hassle. - **Social traffic reports** showing which platforms send the most visitors. - **Enhanced link tracking** to see what your audience clicks and shares. - **Real-time stats** right inside your WordPress dashboard. ### **Pricing** **MonsterInsights Lite** is completely free and more than enough for most bloggers and small businesses. Upgrade to Pro for advanced tracking, custom reports, and deeper social media analytics. ## **Conclusion** And there you have it—the best free social media plugins for WordPress that actually deliver. I’ve tested all of these tools myself, and use most of them regularly. So, whether you’re looking to automatically **post your latest blogs across platforms, build a stunning social wall, or boost engagement** with contests and analytics, there’s a plugin here for you. Whatever your strategy, whatever your budget. Remember: your social media plugin isn’t just about convenience—**it’s about connection**. The right plugin helps you grow your audience, strengthen your brand, and make your content go further with less effort. Do what I did: **start small, test what works**, and when you’re ready to scale, many of these plugins offer premium upgrades that unlock even more powerful automations, analytics, and designs. So, go ahead—pick one (or a few), plug them in, and start growing your WordPress site’s social footprint. Until next time, happy automating! ## **Frequently Asked Questions** **What is the best free social media plugin for WordPress?** It depends on your goals. If you want full automation and cross-platform posting, [**Uncanny Automator**](https://automatorplugin.com/pricing) is the most versatile option. For stunning embedded feeds, [**Smash Balloon**](https://automatorplugin.com/share/smashballoon/) is ideal. For simple sharing buttons, [**AddToAny**](https://wordpress.org/plugins/add-to-any/) is lightweight and free. **Which social media plugin is best for automatic posting?** [**Uncanny Automator**](https://automatorplugin.com/pricing) and [**Jetpack Social**](https://jetpack.com/social/) both allow you to auto-post to popular platforms like Facebook, LinkedIn, and X. Automator offers more advanced scheduling and AI-assisted workflows for those managing multiple brands or content types. **What’s the best social media sharing plugin for WordPress blogs?** For bloggers, [**AddToAny Share Buttons**](https://wordpress.org/plugins/add-to-any/) and [**Monarch by Elegant Themes**](https://www.elegantthemes.com/plugins/monarch/) stand out. AddToAny is free and flexible, while Monarch offers beautifully designed share buttons and pop-ups for premium users. **How can I display my social media feed on my WordPress website?** Use a social wall plugin like [**Smash Balloon**](https://automatorplugin.com/share/smashballoon/). It lets you embed Instagram, Facebook, TikTok, and YouTube feeds directly into your website, keeping your web content fresh and your visitors engaged. **What are the best social media plugins for increasing engagement?** [**RafflePress**](https://wordpress.org/plugins/rafflepress/) and [**Heateor**](https://www.heateor.com/products/) both boost engagement in unique ways. RafflePress encourages users to share your content through viral giveaways, while Heateor adds social login, sharing, and commenting options to increase participation. **How do social media plugins help with SEO?** Plugins like [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022) help your content look great when shared on social platforms by automatically adding Open Graph tags, meta data, and social previews. Increased shares mean more backlinks, visibility, and engagement—all of which indirectly boost your WordPress SEO. Other social media plugins, like [**Smash Balloon**](https://automatorplugin.com/share/smashballoon/), keep your WordPress site updated with your social media content. **What’s the best social media analytics plugin for WordPress?** [**MonsterInsights**](https://automatorplugin.com/share/monsterinsights-bf2022) is the top choice. It integrates with Google Analytics to show which social platforms drive the most traffic, what content performs best, and how to improve your social ROI—all from your WordPress dashboard. **Can I use multiple social media plugins at once?** Yes, you can! Just make sure the plugins don’t overlap in functionality or slow down your site. For example, you can pair [**Uncanny Automator**](https://automatorplugin.com/pricing) for scheduling with [**AddToAny**](https://wordpress.org/plugins/add-to-any/) for sharing and [**Smash Balloon**](https://automatorplugin.com/share/smashballoon/) for embedded feeds. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins --- ### [How to Automatically Reverse WordPress Content Decay](https://automatorplugin.com/reverse-wordpress-content-decay/) **Published:** November 6, 2025 **Author:** Brendan Da Costa **Content:** *Revive old WordPress posts with AI and Uncanny Automator. Learn how to reverse content decay automatically with smart workflows and SEO updates.* **TLDR? Get the highlights:** Give your old WordPress content new life using automated workflows powered by the most dynamic AI platforms. - **Content decay** occurs when your **posts lose ranking** due to changing search intent, new content from competitors, and/or lost backlinks, amongst other causes. - **Monitor content decay with AIOSEO** and Google Search Console. - **Content automation workflows keep your content fresh** and up-to-date with minimal intervention, allowing you to **manage content at scale**. - Create **automated editorial workflows** with Uncanny Automator and AI platforms like Perplexity, Grok, OpenAI, Anthropic, and more to reverse content decay. [**Automate your content >>>**](https://automatorplugin.com/pricing) Every piece of content has its moment in the sun. You write it, publish it, promote it, and—if you’re lucky—it thrives. But even the best-performing content eventually starts to fade. Traffic slows, backlinks dry up, and once-active posts sink into the graveyard of Google’s SERPs. That slow decline has a name: **content decay**. But here’s the good news—**your content doesn’t have to stay buried**. With content automation (and a little help from AI), you can breathe new life into your long-since forgotten posts. In this article, I’ll share strategies with you for reversing content decay. I’ll show you how to create powerful automations that make updating, refreshing, and resurrecting old content simple and easy. So grab your digital defibrillator—it’s time to bring your content back from the dead! ## **What Is Content Decay (and Why It Happens)** The internet, as they say, is forever. Once a piece of content—a new blog post, a thread on X, a YouTube video—is out there, it will live on forever. Kind of. Even if your content is immortal, **it still has a lifecycle**. When you first publish an article, it’s fresh, relevant, and full of energy. You might say that it’s “young”. Over time, however, search trends evolve, statistics change, and competitors create newer content. Your “new” post, on the other hand, has remained frozen in time. In other words, your once-young content has gotten a little… well, old. That’s called content decay: **the gradual decline in organic search traffic, rankings, and engagement for posts that once performed well**. And it happens for a few key reasons: - **Outdated information:** Statistics, screenshots, and examples that were once cutting-edge eventually grow stale. Readers and search engines alike can sense when a post’s data has expired, and that loss of freshness makes your content less credible and less clickable. - **Newer posts:** The internet never stands still. Much like you, your competitors are constantly publishing newer, more comprehensive content on the same topics. Like yesterday’s news, when search engines see a newer content covering similar ground, your post can quickly lose relevance. - **Changes to search algorithms and technology:** Google’s algorithms are evolving faster than ever. Core updates can rewrite ranking priorities overnight, favoring structured data, new schema types, or more recent content formats like videos and FAQs. If your post isn’t keeping pace, it can slip into digital obsolescence. - **Lost backlinks:** Backlinks are a lifeline for your content’s authority and popularity. When linking pages disappear, update their URLs, or get deindexed, your article loses valuable “link equity”. The result? A slow but steady decline in rankings. - **Shifting search intent:** What readers wanted two years ago might not match what they’re searching for today. A “how-to” post that once satisfied user curiosity may now need to answer transactional or AI-assisted queries. ### **How to Monitor Decaying Content in WordPress** For WordPress users, there are tons of tools for monitoring and tracking your content’s performance over time. Personally, however, I’m partial to [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022). [![The AIOSEO homepage with the heading “The Best WordPress SEO Plugin and Toolkit” above icons such as “Local SEO” and “Smart Sitemaps”. An interactive “Before | After” graphic shows improved SERPs post-AIOSEO.](https://automatorplugin.com/wp-content/uploads/2025/11/aioseo-homepage-before-after.gif "aioseo-homepage-before-after")](https://automatorplugin.com/wp-content/uploads/2025/11/aioseo-homepage-before-after.gif) AIOSEO’s **Search Statistics** is the primary tool that I use for tracking content decay and keyword performance. If you want a full breakdown of how to use AIOSEO for monitoring content performance, [**check out this detailed guide from WPBeginner**](https://www.wpbeginner.com/beginners-guide/what-is-content-decay-and-how-to-fix-it/). ## **What Makes Content Automation a No-Brainer?** Now that you know what content decay is, what causes it, and how to track it, it’s time to find a solution. Unlike for actual living things, there is a secret elixir to creating immortal content: **content automation**. You can think of automation as your content’s life support system—monitoring vital signs and delivering nourishment while you focus on new ideas. Here’s why content automation is essential for reversing content decay: - **Saves time (and sanity):** Instead of manually checking hundreds of posts, use automation to flag underperforming and old content that could use a refresh. - **Keep evergreen content SEO-friendly:** Combining automation with AI models like **Anthropic’s Claude** or **OpenAI’s ChatGPT** gives you the ability to update content in seconds. Get SEO suggestions, rewritten sections, and newly optimized titles, headings, and meta descriptions. - **Boosts traffic and engagement:** By automating reposts and social shares, you give revived content a second life—reintroducing it to audiences who may have missed it the first time. - **Proactive content updates:** With automation, you don’t need to wait for content to flatline before you act. Use regularly scheduled automations to trigger updates to old content before it drops off SERPs into the oblivion of the internet. - **Scales effortlessly:** Whether you manage ten posts or a thousand, automation ensures that every piece of content gets the attention it needs to stay alive. In the next section, I’m going to walk you through actually setting up content automations that reverse content decay with minimal effort on your part. ## Step-by-Step: Reverse WordPress Content Decay with [Automator](https://automatorplugin.com/pricing) + AI To create content automation workflows that reverse decay, I use [**Uncanny Automator**](https://automatorplugin.com/pricing) and its AI integrations. [![Uncanny Automator mascot, U-Bot, sitting at a desk with a laptop and a small potted plant, surrounded by various AI logos, such as OpenAI, Anthropic, Perplexity, Gemini, and Grok amongst others.](https://automatorplugin.com/wp-content/uploads/2025/11/automator-ai-integrations-1024x576.png "automator-ai-integrations")](https://automatorplugin.com/wp-content/uploads/2025/11/automator-ai-integrations.png) If you’re not already familiar with Uncanny Automator, you can think of it like the Zapier of WordPress. Using simple combinations of triggers and actions, Automator connects your favorite apps and plugins to execute workflows. When it comes to content automation, Automator stands out for a few key reasons: - **Social media integrations:** Automator connects your WordPress site to your various social media platforms, from **Facebook** and **WhatsApp** to **Discord** and **LinkedIn**. This means you can [**autopost from WordPress directly to social media**](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) without ever having to leave your WordPress dashboard. - **Multiple AI integrations:** You get to choose which AI platform you want for each task. Perhaps you prefer to stick with the all-rounder ChatGPT. Or, maybe you’d rather research with Perplexity, generate social posts with Grok, and write long-form content with Claude. - **Post and page meta:** Automator is fully integrated with your WordPress site. This means that you can update your post’s content just as easily as you can automatically update important metadata such as product descriptions, meta descriptions, tags and categories, featured images, etc. - **Scheduler:** If you want your content updates to run like clockwork without your intervention, set scheduled automations. Whether you want to update content every day, once a week, or once a year, set it and forget it. - **No per-automation fees:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. In other words, the more you automate, the more you save. In the next steps, I’m going to be using Automator Pro features such as the **Schedule** integration. To optimize your content automations, [**I highly recommend getting an Automator Pro license >>>**](https://automatorplugin.com/pricing). However, if you’re not ready to go Pro just yet, you can still get Automator Lite for FREE. Simply [**install and activate**](https://wordpress.org/plugins/uncanny-automator/) Automator Lite on your WordPress site. And don’t forget to [**register your account**](https://www.automatorplugin.com/my-account) to receive some complimentary app credits that you can use with Automator’s AI integrations. Once you have installed and activated Uncanny Automator on your WordPress site, it’s time to create your first *recipe* (i.e., combination of triggers and actions). [![Uncanny Automator recipe showing an automation workflow designed to reverse WordPress content decay. The recipe runs every weekday at 9AM, loops through posts with dates meeting certain conditions, uses Perplexity to update content, and creates a new task in ClickUp for each refreshed post.](https://automatorplugin.com/wp-content/uploads/2025/11/reverse-content-decay-automation-1024x852.png "reverse-content-decay-automation")](https://automatorplugin.com/wp-content/uploads/2025/11/reverse-content-decay-automation.png) In the recipe pictured above, I’ve set up a simple content automation. Every weekday at 9AM, Automator will look for posts that were last modified six months prior to the date of the recipe run. It will then ask Perplexity to scan the posts and find more recent statistics to replace the old ones. This isn’t the only type of automation to reverse content decay you can set up with Automator. However, if you follow these steps, you’ll have mastered the basics for creating customized automations that meet your content needs. Let’s get started. ### **Step 1: Create and Name a New Recipe** To create a new recipe, from your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. The modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “Weekly Content Refresh”. ### **Step 2: Set a Schedule Trigger** In the *Triggers* panel, from the menu of available integrations, select **Schedule**. [![Grid of WordPress integrations, including OptinMonster, RafflePress, and Stripe. The user has highlighted the “Schedule” integration.](https://automatorplugin.com/wp-content/uploads/2025/11/schedule-integration.png "schedule-integration")](https://automatorplugin.com/wp-content/uploads/2025/11/schedule-integration.png) From the dropdown list that appears, select “**Repeat every weekday at a specific time**”. [![Dropdown list of Schedule integration triggers in Uncanny Automator. The user has highlighted the trigger, “Repeat every weekday at a specific time”.](https://automatorplugin.com/wp-content/uploads/2025/11/schedule-trigger-repeat-every-weekday-at-specific-time-1024x378.png "schedule-trigger-repeat-every-weekday-at-specific-time")](https://automatorplugin.com/wp-content/uploads/2025/11/schedule-trigger-repeat-every-weekday-at-specific-time.png) Automator will present you with a simple form to select the weekday(s), time, and number of repeats. Once you have set these criteria to match your content workflows, click **Save**. ### **Step 3: Loop Through Your Old Posts** In Automator, “Loops” are automations that are performed across multiple records, such as users or posts. You can think of Loops like automations performed in bulk. Want to update every user’s role? That’s a loop. Want to change the price of every product in a specific category in your Woo store? That’s also a loop. For decaying content, you can use Loops to cycle through your posts based on any number of criteria, including “Published Date”, “Author”, or “Last Modified Date”. To add a Loop, in the *Actions* panel, click **Add** and select **Post loop**. [![Dropdown menu under the Add button showing options Filter, User loop, Post loop, and Token loop in the Actions section of the Automator interface. The user has highlighted the option “Post loop”.](https://automatorplugin.com/wp-content/uploads/2025/11/automator-post-loop-1024x408.png "automator-post-loop")](https://automatorplugin.com/wp-content/uploads/2025/11/automator-post-loop.png) By default, Automator will include a “Loop filter” that targets posts specifically. Just as an aside, you could swap this out to perform actions on any kind of WordPress post, such as “Events” or “Products”. You probably don’t want Automator cycling through all of your posts every Monday at 9AM. To prevent this, we can add a second filter. To add a second filter, click **Filter posts**. In the modal that appears, select **WordPress** > **A specific type of post’s date meets a condition**. [![Filter posts menu showing WordPress selected with filtering options such as 'A specific type of post’s date meets a condition' and other post-related conditions listed below.](https://automatorplugin.com/wp-content/uploads/2025/11/automator-filter-posts-wordpress-specific-type-of-post-date-meets-condition-1024x592.png "automator-filter-posts-wordpress-specific-type-of-post-date-meets-condition")](https://automatorplugin.com/wp-content/uploads/2025/11/automator-filter-posts-wordpress-specific-type-of-post-date-meets-condition.png) Automator will present you with a form to configure the Loop filter. How, exactly, you configure this filter will depend on your specific content calendar and how often you want to update your content. To set it up as I previously mentioned (to capture posts that were last modified six months prior to the recipe run), follow these steps: - *Post date*: Modified date - *Post type:* Post - *Criteria*: On - *Date: Select the “Current date” token (i.e., dynamic data). To use the “Current date” token, click the* ***Asterisk*** *and select* ***Date and time*** *>* ***Current date****.* [![Date token selection menu in an automation interface showing options such as 'Date and time' and 'Current date' under the Common token category, with the 'Only date tokens' filter enabled.](https://automatorplugin.com/wp-content/uploads/2025/11/current-date-token-1024x523.png "current-date-token")](https://automatorplugin.com/wp-content/uploads/2025/11/current-date-token.png) - *Date modifier*: -6 months Once you’re finished, click **Confirm**. ### **Step 4: Add an AI Action** In the *Loop* pane, click **Add action** and select **Perplexity** (or your preferred AI platform) from the menu of available integrations. [![Grid of WordPress integrations, including Notion, OpenAI, and QuickBooks Online. The user has highlighted the “Perplexity” integration.](https://automatorplugin.com/wp-content/uploads/2025/11/perplexity-integration.png "perplexity-integration")](https://automatorplugin.com/wp-content/uploads/2025/11/perplexity-integration.png) (Note: If you haven’t already connected your Perplexity account to WordPress, simply follow the instructions after clicking on the tile. For a more detailed, step-by-step guide, or to learn how to connect a different AI platform to WordPress, [**click here**](https://automatorplugin.com/article-categories/wordpress-ai-integrations/).) From the dropdown list that appears, select “**Use a prompt to generate a text response with a Perplexity model**”. Once again, Automator will present you with a form to select the model and draft a prompt. The model that you choose, the parameters that you set, and the prompt that you write will all depend on how, exactly, you want the AI model to update your content. For example, if I only wanted Perplexity to update the statistics in a blog post, I might create a prompt like this: [![Prompt field containing instructions to update a blog post with the latest statistics and facts, citing sources and maintaining original style. Mentions placeholders for 'Post content' and 'Post URL' tokens.](https://automatorplugin.com/wp-content/uploads/2025/11/sample-prompt-for-perplexity-1024x864.png "sample-prompt-for-perplexity")](https://automatorplugin.com/wp-content/uploads/2025/11/sample-prompt-for-perplexity.png) However you choose to craft your prompt, as with any prompt, context matters—a lot! Include tokens such as “Post content”, “Post URL”, “Post author URL”, etc. to give your AI model as much information to work with as possible. (Pro tip: Use the [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) plugin to create fields such as “Primary keyword”, “Search Intent”, etc. You can then use these fields as tokens in your prompt for an added layer of context.) Once you’re finished, click **Save**. ### **Step 5: Add an Action to Update Your Content** With [**253 integrations**](https://automatorplugin.com/integrations), Automator gives you more than just a few options for updating your WordPress content. You could: - **Update the content automatically in WordPress.** (Note: As a general rule, I do not recommend publishing AI content that hasn’t been reviewed and edited by a human. Automator does allow you to change the status of a post. So, you could create an action to change the status, update the content, message a team member to review it, and then have them publish it once they’re confident it meets your editorial standards.) - **Create a task in a project management system such as ClickUp or Notion.** - **Send the new content to your content team in Slack, Discord, or via Email.** These are just a few of the options. Based on my own personal content and editorial workflows, creating a task in ClickUp and then messaging a team member in Slack works best. In the *Loop* pane, click **Add action** and select **ClickUp**. [![Grid of WordPress integrations, including Anthropic, Brevo, and Constant Contact. The user has highlighted the “ClickUp” integration.](https://automatorplugin.com/wp-content/uploads/2025/11/clickup-integration-1024x709.png "clickup-integration")](https://automatorplugin.com/wp-content/uploads/2025/11/clickup-integration.png) From the dropdown list that appears, select **Create a task**. [![Dropdown list of ClickUp actions in Uncanny Automator. The user has highlighted the action, “Create a task”.](https://automatorplugin.com/wp-content/uploads/2025/11/clickup-action-create-task-1024x487.png "clickup-action-create-task")](https://automatorplugin.com/wp-content/uploads/2025/11/clickup-action-create-task.png) Select the *Team*, *Space*, *Folder*, and *List* where you want to create the task. In the *Description* field, include the AI model’s updated content using the “Response” token. [![Uncanny Automator ClickUp integration interface showing token selection under the Description field. The user appears to have selected the “Response” token by first clicking the asterisk in the Description field, selecting the Perplexity action, and then the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/11/perplexity-response-token-selection-923x1024.png "perplexity-response-token-selection")](https://automatorplugin.com/wp-content/uploads/2025/11/perplexity-response-token-selection.png) Once you’re finished, click **Save**. ### **Step 6: Reverse Content Decay—Automatically!** You’re just about ready to automate your way to immortal, evergreen content. All you have to do is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe showing an automation workflow designed to reverse WordPress content decay. The recipe runs every weekday at 9AM, loops through posts with dates meeting certain conditions, uses Perplexity to update content, and creates a new task in ClickUp for each refreshed post. The recipe is set to “Live”.](https://automatorplugin.com/wp-content/uploads/2025/11/reverse-content-decay-automation-live-1024x852.png "reverse-content-decay-automation-live")](https://automatorplugin.com/wp-content/uploads/2025/11/reverse-content-decay-automation-live.png) That’s it! You’ve just created a content management automation that will fight off content decay as if it was the Grim Reaper. If you’re using the free version of Automator, as your content library grows, recipes like these will burn through your complimentary app credits relatively quickly. However, once you upgrade to Automator Pro, you’ll have an unlimited number of app credits to keep your content fresh and engaging. [**Forget the Grim Reaper. Upgrade to Automator Pro >>>**](https://automatorplugin.com/pricing) ## **Strategies for Preventing Content Decay** Now that you’ve learned the basics of creating automated content workflows, you’re ready to bring your old posts back from the dead. But what if you could keep them from dying in the first place? Content decay happens quickly—but you can be quicker. With the right strategies and a few smart automations, you can keep your WordPress site thriving, your traffic steady, and your posts perpetually fresh. Here are the strategies I use to keep content from decaying: ### **1. Schedule Regular AI Content Audits** Every few months, set an automation that loops through your posts and prompts your favorite AI model to review them for outdated stats, broken links, or weak keywords. By scheduling these automated audits, you’re effectively running a health scan on your entire content library before any symptoms of decay appear. ### **2. Maintain a Living Editorial Calendar** Evergreen content only stays that way if you tend to it. Connect Automator with a project management tool like ClickUp or Notion to create recurring reminders for content updates. You can even have Automator create new tasks whenever a post hasn’t been touched in a year or more. This brings your editorial calendar to life—and makes it a whole lot easier to manage. ### **3. Strengthen Internal Links Automatically** Internal links are like a circulatory system for your website. They move authority and relevance between your posts, keeping your content ecosystem vibrant. Pair Automator with AI to identify new opportunities for internal links. In particular, both Automator’s Perplexity and OpenAI integrations have features specific to providing useful URLs. ### **4. Repurpose Evergreen Content** Sometimes an update to decaying content isn’t necessary. If the keyword optimization is good, the statistics are up-to-date, and the schema is structured, a little rejigging is required. Turn decaying but relevant articles into newsletters, infographics, short-form videos, or reposted social content. With Automator, you can trigger these repurposing workflows automatically—sending snippets to your email list or sharing highlights on social media. It’s recycling, content marketing style. ### **5. Monitor and Reclaim Backlinks** Backlinks may fade over time, but with a little automation, you can bring them back. Use analytics tools like AIOSEO to flag broken or lost backlinks. These tools can help you pinpoint where your content’s authority is slipping—whether from deleted referring pages, changed URLs, or outdated links. ### **6. Maintain Technical SEO Health** Even the most engaging content can’t survive on a weak foundation. Strong technical SEO keeps your site fast, crawlable, and secure, ensuring that your content stays visible and relevant. A sluggish site, low domain authority (DA), broken schema, or missing meta tags can quietly drain the life out of your rankings. Regularly audit your site’s performance using tools like Google Search Console, PageSpeed Insights, or [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022) to catch technical issues before they spread. Pay close attention to page speed, mobile responsiveness, structured data, and site architecture—all the vital systems that keep your content breathing on the SERPs. ## **Conclusion: Keep Your WordPress Content Evergreen with Automation** Every piece of content begins with a spark—an idea that comes to life on the page. But without care, that spark eventually fades. Posts grow old, data grows stale, and what was once a thriving source of traffic quietly slips into digital purgatory. With automation and AI, however, you can break that cycle. Tools like Uncanny Automator act as your content’s eternal heartbeat—monitoring, updating, and reviving your WordPress posts so they never have to flatline again. By scheduling audits, refreshing keywords, and reissuing your greatest hits automatically, you turn your website into a self-sustaining ecosystem where nothing ever truly dies—it just evolves. [**Automatically reverse WordPress content decay >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently Asked Questions** **What is content decay in WordPress?** Content decay refers to the gradual decline in organic traffic, engagement, and search rankings for posts that once performed well. It happens when content becomes outdated, loses backlinks, or no longer aligns with what users are searching for. **How do I fix content decay automatically?** You can use Uncanny Automator to identify and refresh old posts with AI tools like GPT, Claude, or Perplexity. Once set up, Automator can trigger updates, republish refreshed content, and share it automatically across your connected channels—keeping your posts alive and relevant with minimal effort. **Can AI update my blog posts for SEO?** Yes! AI tools can analyze your post’s readability, keywords, and metadata, then suggest improvements or even rewrite outdated sections. This makes it easier to modernize your content and maintain your rankings without rewriting everything from scratch. **How often should I refresh my WordPress content?** Most websites benefit from reviewing and updating their content every three to six months, depending on the topic’s volatility and competitiveness. High-traffic or seasonal content may need more frequent updates to stay current. **What are the best AI tools to combat content decay?** Different AI tools serve different purposes. For example, Perplexity is great for updating statistics and sourcing current data. Claude excels at long-form revisions and SEO insights. GPT helps rewrite sections, optimize metadata, and generate fresh ideas or images. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [WooCommerce Abandoned Cart Recovery: Complete Guide & Best Practices](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) **Published:** September 15, 2025 **Author:** Brendan Da Costa **Content:** *Boost your WooCommerce abandoned cart recovery rates with this proven automation guide. Simple setup, real results. Start recovering lost sales today!* [![Uncanny Automator mascot, U-Bot, holding a megaphone with WooCommerce, cart, and reminder icons, alongside text “How To Setup Abandoned Cart Reminders,” promoting WooCommerce abandoned cart recovery automation.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-featured-image.png "woocommerce-abandoned-cart-recovery-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-featured-image.png) Picture this: A customer fills their cart with your amazing products, gets all the way to checkout, and then… poof. They vanish like a magician’s assistant. Sound familiar? You’re not alone in this digital disappearing act. But I’m here to help you bring those customers (and sales) back! No magic, no tricks. Just **proven strategies and powerful automations**. Here’s a number that might make you sit up straighter: The average global **cart abandonment rate hovers around** [**a whopping 75%**](https://marketing.dynamicyield.com/benchmarks/cart-abandonment-rate/). That translates into billions—with a “B”—in lost revenue floating around the ecommerce universe, just waiting to be reclaimed. But here’s the good news: Those abandoned carts aren’t lost causes. They’re opportunities in disguise! With the right recovery strategy, you can win back a significant chunk of those almost-customers. And the best part? You don’t need to be a tech wizard or automation guru to make it happen. That’s where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in—your friendly neighborhood [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) abandoned cart recovery sidekick. Want to get your shoppers back? ## **What Is Cart Abandonment—and Why Does It Happen?** Cart abandonment happens when **a potential customer adds items to their online shopping cart but leaves your site** without completing the purchase. It’s like someone filling up their grocery cart at the supermarket, then leaving it in aisle seven and walking out empty-handed. Except in the digital world, this happens way more often! To improve your WooCommerce abandoned cart recovery rates, you first need to understand [**why shoppers ghost their carts to begin with**](https://www.sellerscommerce.com/blog/shopping-cart-abandonment-statistics/). - **Additional Charges:** Unexpected shipping costs and taxes are the number one culprit for cart abandonment. Nobody likes hidden costs and unexpected fees. - **Mandatory Account Creation:** Over 25% of abandoned carts are the direct result of ecommerce stores requiring account creation. Some shoppers prefer anonymity. That’s why platforms like WooCommerce give you the option to turn on and off guest checkout. - **Slow Speeds and Long Checkout Forms:** We live in an era of instant gratification. So, waiting for a checkout page to load can feel tedious. Likewise, filling out a long checkout form is, for many shoppers, worse than waiting in line at a physical store. - **Security and Credit Card Information:** Trust issues play a huge role, too. It’s always a good practice to display your site’s security credentials prominently at checkout. - **Distractions:** Life gets busy. Sometimes shoppers get distracted by other tabs in their browser or notifications on their phone. Even a real-world intrusion can see shoppers walk away from their computer and their cart. With an average cart abandonment rate of 75%, most of your sales are slipping through your fingers. And it’s not just lost revenue. That’s your payroll, marketing budget, and investment in growth simply vanishing like into the digital void. The good news is that **abandonment cart recovery strategies like ones I’ll show you in this article can help you get some of those sales back**. ## **Cart Recovery Tools: Features & Functions** Now that we’ve established abandoned carts are basically revenue vampires sucking the life out of your business (too dramatic? Nah!), let’s talk about the wooden stakes—er, tools—you need to fight back. Not all cart recovery solutions are created equal. Knowing what features to look for can mean the difference between a mediocre recovery rate and turning your abandoned carts into a goldmine. 1. **Pre-submit Email Capture:** Most [abandoned cart recovery tools](https://savetowishlist.com/free-woocommerce-wishlist-plugin/) need an email address to contact the shopper. Pre-submission email capture means that your recovery tool detects and stores the value entered in the email field, even if the user doesn’t submit the checkout form. Think of it like getting a phone number before the end of a date. 2. **Multi-channel Communication:** Multi-channel communication is your secret weapon for meeting customers where they are. Email is great, but why stop there? SMS messages have open rates that would make email marketers weep with joy. Onsite popups can catch visitors before they leave, and push notifications can gently nudge them back. The more channels you use, the better your chances of reconnecting with those wandering shoppers. 3. **Coupons and Discounts:** As we’ve seen, taxes and other fees are often the reason that users walk away from their carts. Abandonment cart recovery tools that automate discounts and coupons for things like free shipping can help close the deal. Still, timing is everything. Throw discounts around too freely, and you’ll train customers to abandon carts just to score a deal. 4. **Personalization:** The degree to which you can recover your abandoned carts has a lot to do with personalization. Shoppers are a lot less likely to abandon their carts after a personalized shopping experience with recommended products, exclusive offers, etc. They are also likelier than not to respond positively to a personalized recovery message. 5. **Analytics and Tracking:** If you can’t measure it, you can’t improve it, right? Look for tools that show recovery rates, revenue generated, and which strategies are working. In the next section, I’ll introduce you to Uncanny Automator, the best tool for WooCommerce abandoned cart recovery. ## [Uncanny Automator](https://automatorplugin.com/pricing): WooCommerce Abandoned Cart Recovery Tool Abandoned cart recovery is a highly technical job—unless you have the right tools. [**Uncanny Automator**](https://automatorplugin.com/pricing) takes the complexity out of abandoned cart recovery and makes it as simple as connecting the dots. No coding bootcamp required, no PhD in automation needed. Just straightforward, visual workflow building that actually makes sense. [![](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage-1024x529.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage.png) Automator is a natural fit for WooCommerce abandoned cart recovery. As the #1 automation and integration tool for WordPress sites, you can mobilize your entire tech stack to recuperate lost revenue. ### **The Automator Approach to Abandoned Carts: Simple Yet Powerful** Automator has the key features that an abandoned cart recovery tool needs to have: - multi-channel communication, - personalization, - automated discounts, and - customizable reporting workflows. Admittedly, the only feature that Automator doesn’t have (yet) is pre-submission email capture. These recovery automations only work for logged-in users. But before you close this tab faster than a popup ad, hear me out—this “limitation” might actually be your **secret advantage**. **Why Logged-In Users Still = Big Wins:** - **Quality Over Quantity:** Most cart abandoners walk away from their keyboards before they enter their email address anyway. While it would be nice to capture as many abandoned carts as possible, capturing the ones who are actually likely to convert is where the real value lies. - **Greater Personalization:** Personalization, as we discussed, is a key factor in determining conversion rates. You already know more about your logged-in users than you do about guest shoppers. “Hey AnonymousShopper611,” doesn’t really sound as welcoming as “Hey Adrian!” - **Lifetime Value:** Returning customers [spend more than first-time shoppers](https://www.revinate.com/blog/hotel-customer-loyalty/) and are [likelier to convert once they get to checkout](https://www.opensend.com/post/purchase-frequency-statistics-ecommerce). Investing in recovering their abandoned carts means higher checkout values and much, much better ROI. You can enhance Automator’s ability to recover abandoned WooCommerce carts further with a plugin like [**Login for Google Apps**](https://wordpress.org/plugins/google-apps-login/). [![](https://automatorplugin.com/wp-content/uploads/2025/09/login-google-apps-plugin-1024x346.png "login-google-apps-plugin")](https://automatorplugin.com/wp-content/uploads/2025/09/login-google-apps-plugin.png) Login for Google Apps makes it easier for users to log in to their accounts once they land on your website. They don’t need to touch their keyboard; they simply click their way through all the way from landing page to checkout page. Of course, none of this is to say that you shouldn’t attempt to get users to create an account or log in before heading to the checkout counter. And Automator has [**253 integrations**](https://automatorplugin.com/integrations) to help you accomplish that. **Integration Type** **Popular Options** **Use Cases** **Lead Capture** [**WPForms**](https://automatorplugin.com/share/wpforms), [**OptinMonster**](https://automatorplugin.com/share/optinmonster/), [**Gravity Forms**](https://automatorplugin.com/share/gravityforms), and others Capture emails and create accounts before checkout **Email Marketing** [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Brevo**](https://automatorplugin.com/share/brevo/), and others Trigger targeted recovery campaigns **Multi-channel Messaging** [**Twilio**](https://automatorplugin.com/share/twilio/), [**WhatsApp**](https://automatorplugin.com/share/whatsapp/), **[Dynamic Content Addon](https://automatorplugin.com/dynamic-content-addon)**, and others SMS and on-site recovery messages **CRM Systems** [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Zoho**](https://automatorplugin.com/share/zoho/), [**Salesforce**](https://automatorplugin.com/share/salesforce/) Customer profiling for cart behavior Want to automate your lead generation? [**Find out how Uncanny Automator can help you create and convert new leads while you sleep >>>**](https://automatorplugin.com/automated-wordpress-lead-generation/). Alright, now that you understand the Automator approach to WooCommerce abandoned cart recovery, let’s actually put it to the test. ## **Step-by-Step: Abandoned Cart Recovery Automation for WooCommerce** In this section, I’ll take you step-by-step through the process of creating an abandoned cart workflow with Automator. This is what it’s going to look like: [![WooCommerce abandoned cart recovery recipe in Uncanny Automator with an email reminder action and product purchase condition.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-recipe-automator-1024x909.png "woocommerce-abandoned-cart-recovery-recipe-automator")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-recipe-automator.png) Once we build this recipe together, I’ll show you different ways to customize it. Including how to get onsite notifications for abandoned carts! Let’s get started! **Step 1:** [**Get Automator Pro >>>**](https://automatorplugin.com/pricing) For this WooCommerce abandoned cart recovery recipe, you’ll need Automator Pro features. Start following the instructions in your purchase confirmation email to activate your license. **Step 2: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new plugin**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe, “WooCommerce Abandoned Cart Recovery”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![Grid of WordPress integrations for Uncanny Automator. The highlighted icon in the center reads “Woo” in purple, representing WooCommerce.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration-1024x703.png "woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration.png) From the dropdown list that appears, select **A user adds a product to their cart**. [![Dropdown list of WooCommerce triggers for WordPress workflow automations in Uncanny Automator. The user has highlighted the trigger “A user adds a product to their cart”.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-trigger-user-adds-product-to-cart-1024x464.png "woo-trigger-user-adds-product-to-cart")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-trigger-user-adds-product-to-cart.png) Automator will prompt you to select a product. For now, select “Any product”. (At the end, I’ll walk you through some different scenarios for product-specific triggers.) Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Emails**. [![Grid of WordPress integrations for Uncanny Automator. The highlighted icon in the center reads “Emails” in blue.](https://automatorplugin.com/wp-content/uploads/2025/09/emails-integration-1024x719.png "emails-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/emails-integration.png) From the dropdown list, select **Send an email**. Automator will present you with a form for drafting your abandoned cart recovery email. We’ll configure this email together, using *tokens* (i.e., dynamic data from your WordPress site and from within recipes). In the *To* field, click the **Asterisk**. From the dropdown list, select the “User email” token. [![Token dropdown in Uncanny Automator with “User email” selected under Common email tokens.](https://automatorplugin.com/wp-content/uploads/2025/09/user-email-token-1024x494.png "user-email-token")](https://automatorplugin.com/wp-content/uploads/2025/09/user-email-token.png) Set the *Reply to* email and draft your subject line and email body. (Note: If you have selected “Any product”, draft a reminder email with a subject line such as “Were you still interested in…,” or, “You can still get…”. I’ll explain a little more later as to why.) For example, here’s the abandoned cart recovery email that I drafted. [![A sample of a WooCommerce abandoned cart recovery email with personalization tokens for the user’s first name and the product they abandoned in their cart.](https://automatorplugin.com/wp-content/uploads/2025/09/example-abandoned-cart-recovery-email-1024x1020.png "example-abandoned-cart-recovery-email")](https://automatorplugin.com/wp-content/uploads/2025/09/example-abandoned-cart-recovery-email.png) Make sure to **include tokens to personalize the email and reduce friction** to get the user back to the checkout. You can even send yourself a test email to make sure it looks just right. [![A sample of a WooCommerce abandoned cart recovery email with branding for the pretend “Automator Academy”.](https://automatorplugin.com/wp-content/uploads/2025/09/example-abandoned-cart-recovery-email-test-1024x1014.png "example-abandoned-cart-recovery-email-test")](https://automatorplugin.com/wp-content/uploads/2025/09/example-abandoned-cart-recovery-email-test.png) Once you’re finished, click **Save**. **Step 5: Configure Your Action Filter(s)** Right now, Automator will send the WooCommerce abandoned cart recovery email to every user who adds a product to their cart. Of course, that’s not exactly what we want to have happen. To make sure that the email only goes to users who abandon their cart or remove items from their cart prior to checkout, we need an action filter. To add an action filter, hover the Email action and click **Filter**. [![Send email action in Automator with a blue arrow pointing to the “Filter” option.](https://automatorplugin.com/wp-content/uploads/2025/09/emails-action-filter-1024x429.png "emails-action-filter")](https://automatorplugin.com/wp-content/uploads/2025/09/emails-action-filter.png) In the *Condition* modal that appears, search for the condition “The user has purchased a product in the past number of days”. [![Automator WooCommerce condition menu with “The user has purchased a product in the past number of days” highlighted.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-trigger-user-has-purchased-product-in-past-number-of-days-1024x376.png "woo-trigger-user-has-purchased-product-in-past-number-of-days")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-trigger-user-has-purchased-product-in-past-number-of-days.png) Automator will present you with another modal to configure the rule. - In the *Condition* field, select “Has not”. This part of the condition is what indicates that the user has abandoned their cart. - In the *Product* field, select “Use a token/custom value”. In the subfield, select the token “Product ID”. - Set the *Times* and *Days*. [![Automator WooCommerce condition setup. User configures rule “Has not purchased “Product ID” 1 time in past 30 days.”](https://automatorplugin.com/wp-content/uploads/2025/09/configure-rule-woo-user-has-not-purchased-product-in-number-of-days.gif "configure-rule-woo-user-has-not-purchased-product-in-number-of-days")](https://automatorplugin.com/wp-content/uploads/2025/09/configure-rule-woo-user-has-not-purchased-product-in-number-of-days.gif) Once you’re finished, click **Save filter**. **Step 6: Configure Your Delay(s)** As the recipe is configured now, Automator will send the WooCommerce abandoned cart recovery email to every user who: - adds a product to their cart, - hasn’t purchased it the specified number of times, and - hasn’t purchased it within the specified number of days. The only problem is that the email will be sent immediately, before the shopper abandons the cart. To solve this problem, we will add a delay to the action. To add a delay, hover over the action and click **Delay**. [![Automator Emails action showing WooCommerce condition with delay option to send abandoned cart recovery email to user email.](https://automatorplugin.com/wp-content/uploads/2025/09/emails-action-with-filter-delay-1024x574.png "emails-action-with-filter-delay")](https://automatorplugin.com/wp-content/uploads/2025/09/emails-action-with-filter-delay.png) In the modal that appears, set a delay of 30 minutes to an hour. (I’ll go over the best practices and the optimal timing for abandoned cart reminders in a later section.) Once you’re finished, click **Set delay**. [![Automator delay settings with option to run action 30 minutes after triggers, schedule at a date/time, or use custom value.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-thirty-minute-delay-835x1024.png "automator-thirty-minute-delay")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-thirty-minute-delay.png) **Step 7: Go Live!** You’re just about ready to start recovering those abandoned carts. All that’s left for you to do is toggle the recipe from **Draft** to **Live**. [![WooCommerce abandoned cart recovery recipe in Uncanny Automator with an email reminder action and product purchase condition. The recipe is set to “Live”.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-recipe-automator-live-1024x909.png "woocommerce-abandoned-cart-recovery-recipe-automator-live")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-recipe-automator-live.png) That’s it! You’re all ready to make those sales reappear. **Recipe Notes:** This particular WooCommerce abandoned cart recovery automation works a little differently from what some might expect. For example, if a user added two products to their cart and removed one before checkout, they would still receive an email for the product that they removed from their cart. If you want product-specific abandoned cart reminders, you can simply adjust the trigger. Instead of selecting “Any product”, choose a specific product. The rest of the recipe, including the tokens in the filter, would be the same. ## **Abandoned Cart WhatsApp Messages for WooCommerce** WhatsApp abandoned cart reminders are a surefire way to bring your wayward shoppers back to the checkout counter. Here are just a few stats to prove it: - [**83% of WhatsApp users open the app daily**](https://www.ycloud.com/blog/whatsapp-statistics-for-businesses), an average of 23 times. - WhatsApp users [**open 80% of messages within just 5 minutes**](https://www.ycloud.com/blog/whatsapp-statistics-for-businesses) of delivery. With higher overall engagement and conversion rates, WhatsApp is a strong channel for recovering abandoned carts. Automator is the leading no-code integration tool built specifically for WordPress sites with seamless WhatsApp integration for WooCommerce. Instead of disappearing into your customer’s inbox, replace the email action in the recipe we created with a WhatsApp action. Automator’s [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) even makes it easy for you to store your customers’ phone numbers on your WordPress site. [![Automator recipe action: Send a WhatsApp message to a user’s phone number if they haven’t purchased a WooCommerce product in 30 days, delayed by 30 minutes. The action is an abandoned cart recovery message in WhatsApp.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-message-whatsapp-1024x586.png "woocommerce-abandoned-cart-recovery-message-whatsapp")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-message-whatsapp.png) [**Learn how to create abandoned cart reminders for WooCommerce with WhatsApp >>>**](https://automatorplugin.com/woocommerce-whatsapp-integration-social-commerce-made-easy-with-automator/) ## **Onsite Abandoned Cart Reminders for WooCommerce** Within the first 5 to 15 minutes of a cart sitting idle, your customer may still be on your site. During this brief window, you can give them a gentle nudge towards the checkout counter with onsite notifications. Automator integrates with popup plugins like **[OptinMonster](https://automatorplugin.com/share/optinmonster/)** and Popup Maker, allowing you to display onsite abandoned cart reminders. [**Display automated abandoned cart popups >>>**](https://automatorplugin.com/how-to-connect-optinmonster-to-wordpress-beginners-tutorial/) Additionally, Automator’s Dynamic Content Addon lets you place content that updates in real-time for the user anywhere on your site. [![Featured image for “Automated Dynamic Content for WordPress” with a Automator’s U-Bot next to a computer screen displaying dynamic website elements, representing the automation of personalized content in WordPress websites.](https://automatorplugin.com/wp-content/uploads/2025/07/automated-dynamic-content-for-wordpress-featured-image.png "automated-dynamic-content-for-wordpress-featured-image")](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) [**Create onsite abandoned cart reminders with real-time, dynamic content >>>**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) ## **Automated Discount Abandoned Cart Reminders** When all else fails, you can always make your customers an offer they can’t refuse. While discounts for abandoned carts aren’t something you want to use all of the time, when applied effectively, they can convert even the most reluctant customers. Automator lets you create personalized coupon codes that you can email directly to your customers. Set the discount type, amount, expiration and restrictions automatically. [![Automator WooCommerce action: delays 2 days, then generates and emails a coupon if a product hasn’t been purchased. The action is a WooCommerce abandoned cart recovery message.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-discount-message-1024x584.png "woocommerce-abandoned-cart-recovery-discount-message")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-discount-message.png) Alternatively, you could generate the discount code and send it via WhatsApp, Twilio, or wherever your conversion rates are highest. ## **Best Practices for Automating Abandoned Cart Recovery** With these abandoned cart automations now at your fingertips, you’re guaranteed to see your conversion rates rise. **But to optimize your conversions, you’ll need the right strategies.** Having the tools is one thing, but using them like a pro? That’s where the magic happens. ### **GDPR Compliance** Nobody wants to be “that” brand that ends up in the spam folder—or worse, in legal hot water. Start with GDPR compliance by getting explicit consent before sending recovery emails. Include clear unsubscribe options in every message, store data securely, and respect deletion requests. Add a disclosure near your email capture that says something like “We may send you reminders about items in your cart”. Remember, being transparent builds trust, and trust builds sales. It’s that simple. ### **Timing Is Everything** Your first email should be the gentle nudge, sent 30 to 60 minutes after abandonment. Keep the subject line friendly and on-brand with something like “Did you forget something?” or, “Are you still interested in…?” and include a simple reminder with their cart contents. The call-to-action should be straightforward—”Complete Your Order”—and resist the urge to offer a discount right away. Save your ammunition! Email number two, the helpful friend, goes out after 24 hours. Try a subject line like “Still thinking it over?” and address common concerns about shipping or returns. Your CTA can be more supportive: “Any Questions? We’re Here to Help.” This is where you might consider a small dollar-based discount for first-time customers, but it’s still optional. The third email is your last call, sent at 72 hours. Create urgency with a subject line like “Your cart items are going fast!” and include social proof in your content. Make your CTA compelling—”Claim Your Items Now”—and this is where you can bring out the bigger guns: 5-15% off or free shipping. ### **Metrics Matter** Let’s talk numbers. Estimates for abandoned cart recovery email open rates vary, [**usually between 39% to slightly over 50%**](https://analyzify.com/statsup/cart-abandonment). It all depends on your industry, degree of personalization, and overall strategy. You can only optimize your open and clickthrough rates if you are paying close attention to your metrics. Automator integrates with Google Sheets and Airtable, allowing you to track the stats that matter most to your business. [![connect-woocommerce-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-featured-image.jpg "connect-woocommerce-to-google-sheets-featured-image")](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) [**Learn how to create custom reports with Automator and Google Sheets >>>**](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) ### **Multi-Channel Mastery** Each communication channel has its sweet spot. Email works best for detailed product reminders and storytelling. You’ve got the space to really sell the experience. SMS and [**WhatsApp messages boast a 98% open rate**](https://business.whatsapp.com/blog/use-whatsapp-business-goals). This makes these mobile-first channels perfect for urgent reminders that need immediate attention. Onsite popups can catch visitors before they leave with exit-intent technology, giving you an early shot at closing the deal. ### **Personalization Is Power** Start with basic personalization: use the customer’s first name, show their exact cart contents with product images, and display the total cart value. Once you’ve mastered the basics, move into advanced personalization. Recommend related products based on what’s in their cart, adjust your messaging based on customer lifetime value and shopping habits, send messages in their preferred language, and schedule your messages based on their timezone. ### **Smart Incentive Strategy** The golden rules of discount deployment start with restraint. Your first reminder shouldn’t need a discount at all—many customers just need a nudge. If they don’t bite, your second reminder might include free shipping or a modest 5% off. By the third reminder, you can escalate to 10-15% off. Protect your margins by limiting discounts strategically. Apply them only to specific product categories, set minimum cart values like $50 or more, restrict them to first-time customers only, and always include expiration windows of 48 hours or less to create urgency. ### **Ace Your A/B Testing** Regularly perform A/B testing to see which strategies work best. While you want to A/B test every aspect of your abandoned cart reminders, from timing to placement and language, start simple. Compare question-based subject lines against urgency-based ones. Test sending your first email one hour post-abandonment versus three hours. Put 10% discounts head-to-head with free shipping offers. Try static product photos against lifestyle shots. The best A/B tests isolate specific variables so you can be certain which strategy is the most impactful. ### **Divide and Conquer** Abandoned cart campaigns aren’t any different from other marketing campaigns: segmentation is king. For high-value carts, start the recovery process early and be persistent. Make use of all of your channels, offer premium support to address any concerns, and include free shipping automatically. These customers are worth the extra effort. Repeat customers deserve special treatment. Reference their history with phrases like “As a valued customer…” [**and consider offering store credit instead of discounts**](https://automatorplugin.com/build-customer-loyalty-with-woocommerce-store-credit). You can also use a faster follow-up timeline since they already trust your brand. First-time visitors need more reassurance. Include trust signals like reviews and guarantees in your recovery emails. A new customer discount can help overcome hesitation, and adding an FAQ section to your emails can preemptively answer their concerns. Here’s a power move: create separate automations for each segment in Automator. Your conversion rates will thank you when you’re speaking directly to each customer’s specific needs and motivations. ## **Frequently Asked Questions** **Do abandoned cart reminders in WooCommerce work for guest shoppers or only logged-in users?** It depends on your cart recovery tool. Some advanced, dedicated solutions can capture guest shopper emails through pre-submission detection. These tools grab the email address as soon as it’s typed, even if the checkout form isn’t submitted. [**Uncanny Automator’s**](https://www.automatorplugin.com/pricing) abandoned cart recovery features currently work with logged-in users only. Most cart abandoners don’t enter their email before abandoning anyway. Additionally, targeting logged-in users has some advantages: better personalization, higher-quality leads, and customers who already trust your brand enough to create an account. You can maximize recovery potential by integrating lead capture tools like [**WPForms**](https://automatorplugin.com/share/wpforms) or [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) to encourage account creation before checkout, or use plugins like [**Login for Google Apps**](https://wordpress.org/plugins/google-apps-login/) to make the login process frictionless. **Can I send WooCommerce abandoned cart recovery messages by SMS, WhatsApp, or just email?** Absolutely! While email remains the most common channel, diversifying your approach dramatically improves recovery rates. **Uncanny Automator** integrates with multiple messaging platforms including WhatsApp (which boasts 98% open rates), Twilio for SMS, and even Telegram. You can also create onsite notifications through integrations with OptinMonster and Popup Maker, or use the Dynamic Content Addon for real-time reminders. The key is meeting your customers where they’re most responsive—and that increasingly means mobile-first channels. **How long after cart abandonment should WooCommerce recovery emails or reminders be sent?** Timing can make or break your recovery campaign. Send your first reminder between 30-60 minutes after abandonment—quick enough to catch customers while their interest is still warm, but not so fast that you seem pushy. Your second touchpoint should come at 24 hours with a more helpful, supportive tone. If needed, send a final reminder at 72 hours with your strongest incentive. For onsite notifications, you can be even faster—5 to 15 minutes works well since the customer might still be browsing your site. Remember to adjust these timings based on your specific audience and always test what works best for your store. **Is WooCommerce abandoned cart recovery with Uncanny Automator GDPR and privacy compliant?** Yes, when configured properly. GDPR compliance isn’t just about the tool—it’s about how you use it. With Automator, you maintain full control over your data collection and messaging practices. Always get explicit consent before sending recovery messages by adding clear disclosure near your email capture fields. Include unsubscribe options in every message, respect data deletion requests, and ensure secure data storage. Since Automator works with logged-in users who’ve already provided their information willingly, you’re starting from a stronger compliance position than tools that scrape guest emails without clear consent. **What return on investment (ROI) can WooCommerce abandoned cart recovery workflows deliver?** The numbers can be stunning. With average cart abandonment rates at 75%, even recovering just 10-15% of those lost sales can significantly impact your bottom line. Well-optimized recovery campaigns typically see ROI ratios between 5:1 and 15:1—meaning every dollar spent on recovery efforts returns $5-15 in revenue. Some businesses report recovering up to 30% of abandoned carts with multi-channel, personalized campaigns. The beauty of automation tools like Automator is that once your workflows are set up, they run on autopilot, making the ROI even more attractive since there’s minimal ongoing time investment. **Can I add coupons or discounts to WooCommerce abandoned cart reminder emails?** Yes, and Automator makes it incredibly easy to create and send personalized coupon codes automatically. You can set discount types, amounts, expiration dates, and usage restrictions right within your workflow. However, use discounts strategically. Your first reminder shouldn’t include a discount at all, as many customers just need a gentle nudge. Save percentage discounts or free shipping for your second or third touchpoint. Be sure to protect your margins by setting minimum cart values, limiting discounts to specific products, and including tight expiration windows (48 hours or less) to create urgency without training customers to abandon carts just for the discount. **What are the best practices for setting up WooCommerce abandoned cart recovery automations?** Start with solid fundamentals: ensure GDPR compliance, nail your timing (30-60 minutes, 24 hours, 72 hours), and personalize everything you can. Use multiple channels—email, SMS, WhatsApp, onsite notifications—to maximize reach. Segment your audience based on cart value, customer history, and behavior patterns. Create separate workflows for first-time visitors (who need trust signals) versus repeat customers (who respond to loyalty rewards). Always A/B test your subject lines, timing, and incentives. Track your metrics methodically. Most importantly, start simple with one basic workflow, then iterate and improve based on real data from your store. **How do I track conversions from WooCommerce abandoned cart recovery campaigns?** Tracking is crucial for optimization, and Automator makes it straightforward. The platform integrates seamlessly with Google Sheets and Airtable, allowing you to create custom reports that track exactly what matters to your business. Monitor key metrics like email open rates, click-through rates, and actual recovery rates. You can also track which products get abandoned most often, which recovery channels perform best, and what incentives drive the most conversions. Use UTM parameters in your recovery links to track campaign performance in Google Analytics. Remember, you can’t improve what you don’t measure, so set up comprehensive tracking from day one. ## **Conclusion: Reclaim Your Lost Sales Now With Automator** And there you have it—everything you need to transform those vanishing carts into recovered revenue. Let’s recap the magic formula: abandoned cart recovery equals revenue recovery, plain and simple. Every abandoned cart is a customer who was interested enough to shop with you—they just need the right nudge to complete their purchase. With the strategies we’ve explored, **you’re not just recovering sales; you’re building better relationships with customers and showing them you appreciate their business**. Here’s what makes Uncanny Automator your perfect recovery partner: it’s the Swiss Army knife of WordPress automation, but without the complexity. No coding knowledge? No problem. Automator’s visual recipe builder makes creating sophisticated recovery workflows as intuitive as pointing and clicking your way to more sales. While you’re reading this, shoppers are abandoning carts on WooCommerce stores across the internet. But unlike other store owners watching revenue walk away, you now have the knowledge and tools to do something about it. Set it up once, and Automator works tirelessly in the background—like having a dedicated sales recovery team that never sleeps. Ready to stop letting sales slip through your fingers? [**Start using Uncanny Automator today to reclaim more WooCommerce sales >>>**](https://automatorplugin.com/pricing). Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Automate WooCommerce Win-Back Campaigns](https://automatorplugin.com/how-to-automate-woocommerce-win-back-campaigns/) **Published:** November 3, 2025 **Author:** Brendan Da Costa **Content:** *Automating your WooCommerce win-back campaigns only takes a few minutes, and it can drastically improve your revenue stream. Don’t let those customers go!* **TLDR? Summary:** Create fully automated WooCommerce win-back campaigns with Uncanny Automator. Find out: - [why your customers are leaving in the first place](#why-win-back-campaigns), - [how win-back campaigns can boost your bottom line](#boost-revenue-win-back-campaigns), - [how to create fully automated win-back campaigns](#create-win-back-campaigns) with Uncanny Automator either directly from your WordPress site or from your preferred CRM, - [the best win-back strategies](#win-back-campaign-strategies), and - [more ways that automation can improve customer loyalty](#more-win-back-campaigns). You can create high-performance win-back campaigns with Automator in just a few clicks—and even fewer minutes. Breakups are hard. Saying goodbye to your customers is even harder. So, don’t let them go without a fight! In this article, I’ll tell you everything I’ve learned about **launching successful win-back campaigns**. I’ll help explain why your customers might be leaving you at the altar, breakdown the anatomy of a basic win-back email, and give you some ideas for creating win-back campaigns that actually work. I’ll walk you through the steps of using **[Uncanny Automator](https://automatorplugin.com/pricing)** to create effective win-back campaigns—no code needed. No more “on-again, off-again” relationships. Let’s remind your customers why they fell in love with you in the first place—and make sure they never leave again! ## **Why Win-Back Campaigns Are Essential** Customer relationships follow a familiar pattern. There’s the courtship stage, before any credit card information has been exchanged. You wined and dined your would-be customer and, eventually, got them to make a long-term commitment. Then there’s the honeymoon stage. In your customers’ eyes, you could do no wrong and everything was rose petals and champagne. And then came the actual relationship—warts and all. Perhaps you forgot their birthday (p.s., [**you never have to miss another birthday if you let Automator handle it**](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/)). Maybe you let your newsletter lapse (p.p.s., [**you also never have to let that happen again**](https://automatorplugin.com/how-to-start-a-paid-newsletter-with-gravity-forms-and-mailpoet/)). Or, perhaps, the spark simply faded. Whatever the reason, don’t be too hard on yourself. Losing customers isn’t failure—it’s just reality. And it happens for any number of reasons. ### **Reasons Why Customers Leave** 1. **Customer Churn Is Inevitable:** Like it or not, not every customer is going to stick around. In fact, the [**average churn rate for ecommerce businesses is 77%**](https://www.opensend.com/post/churn-rate-ecommerce). Yes, you read the right. More than three-quarters of ecommerce customers simply walk away after one purchase. 2. **Your Email List Loses Value Over Time:** Customers change their email addresses, move, or simply start new businesses or jobs. Over time, your contact list simply becomes stale. 3. **Marketing Efficiency and Resource Optimization:** Acquiring new customers is expensive. Sometimes, the best use of your marketing dollars is simply targeting the customers who are already familiar with your business and your brand. 4. **Conditions Change—And So Do Customers:** Sometimes customers leave because the timing, pricing, or product wasn’t quite right anymore. Over time, as you add new products/features, update your business model, and adjust your prices, a win-back campaign simply becomes a matter of touching base. 5. **Retention Fuels Sustainable Growth:** Growing your business is as much about getting new customers as it is about improving the lifetime value (LTV) of your existing customers. Win-back campaigns are simply part of the customer lifecycle. 6. **The Competition Is Always Waiting:** If you don’t remind customers why they fell in love with your brand, someone else will. Win-back campaigns keep your customers excited about being with you instead of the comparatively hunky but remarkably shallow competitor. **The Takeaway** Losing customers is normal. Losing them forever is optional. A thoughtful win-back campaign—especially an automated one—helps you turn lost customers into loyal old friends. ### **Why Win-Back Campaigns Are Your Secret Revenue Booster** There are just as many reasons to launch win-back campaigns as there are reasons that customers leave. 1. **Lower Customer Acquisition Costs:** Acquiring a new customer can [**cost 5–25 times more**](https://www.invespcro.com/blog/customer-acquisition-retention/) than retaining an existing one. Since former customers already know your brand and products, re-engaging them often requires less marketing effort and capital. 2. **Higher Lifetime Value (LTV):** Re-engaged customers often spend more over time because they already trust your brand. Win-back campaigns extend customer lifecycles and boost overall customer lifetime value. 3. **Brand Relationship Repair:** As we discussed, some customers churn due to neglect or simple forgetfulness—not because they dislike your brand. A well-crafted win-back campaign can rebuild trust, show appreciation, and address past pain points. 4. **Quick Revenue Boost:** Since the audience is already familiar with your offerings, win-back campaigns can drive fast sales conversions, especially during promotional periods. 5. **Valuable Customer Insights:** Analyzing who responds to your win-back campaigns (and who doesn’t) can provide you with greater insights into your customer base and their habits. Use this information to develop stronger retention strategies and loyalty programs. 6. **Improved Brand Loyalty:** Demonstrating that you value past customers strengthens the emotional connection between customers and your brand. These simple, “We miss you,” or, “Let’s reconnect,” messages encourage long-term loyalty, even among those who initially churned. **The Takeaway** Win-back campaigns have the potential to boost your revenue and deliver a much higher ROI than chasing down new leads. In other words, while at the dance, stick with the one who “brung” you. ## **Step-by-Step: How to Automate WooCommerce Win-Back Campaigns** So now you know why your customers are leaving and why it’s important to get them back. Naturally, the next question is… how? Fortunately, there’s an easy answer for that too: **Uncanny Automator**. Automator is #1 integration and automation plugin designed specifically for WordPress sites. Using simple combinations of triggers and actions, Automator connects your favorite apps and plugins to create automated workflows that save you time and money. **Integrate Everything. Automate Anything.** [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) When it comes to launching win-back campaigns, Automator offers a few key advantages. - **Subscription and Membership Tracking:** There’s no need for you to check daily, weekly, or monthly which subscribers have dropped off or members who are M.I.A. Automator performs this task for you and then initiates your win-back campaign. - **Native Email and CRM Integrations:** Automator has a built-in email integration that allows you to send more than just admin emails directly from your WordPress site. Alternatively, Automator integrates with your favorite CRMs (**Mailchimp**, **MailPoet**, **Brevo**, **HubSpot**, and more) so you can tag and segment customers from your WordPress site and initiate win-back campaigns. - **Multi-Channel Campaigns:** Email isn’t every customer’s love language. If your audience prefers **SMS**, **WhatsApp** messages, **Slack** or **Discord** messages, then speak to them in a language they understand. Launch multi-channel win-back campaigns all from a single automation. - **Bulk Automations:** If you want to target dozens, hundreds, or even thousands of lapsed customers at once, Automator can help with that as well. With the click of a single button, you could launch a campaign that reaches your entire target audience. - **On-Site Campaigns:** Lost customers sometimes find their own way back home, but maybe need a little love before deciding to stay. Using Automator’s **Dynamic Content Addon**, you can offer these returning customers a little discount the minute they sign back in. These are just a few of the features that make Automator your ultimate win-back warrior. [**Want to win again? Get Automator Pro >>>**](https://www.automatorplugin.com/pricing) Not sure that you’re ready to go Pro? You can still launch win-back campaigns with Automator Lite. Simply [**install and activate**](https://wordpress.org/plugins/uncanny-automator/) Automator Lite on your WordPress site, and don’t forget to [**register your account**](https://www.automatorplugin.com/my-account) to receive some complimentary app credits. ### **Step 1: Create and Name a New Recipe** Once you have installed and activated Automator, you can create your first recipe. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe “WooCommerce Subscriptions Win-Back Campaign”. ### **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo Subscriptions**. (If you’re using another membership/subscription solution like **Easy Digital Downloads**, select that integration.) [![Grid of WordPress integration icons. The user has highlighted the “Woo Subscriptions” icon.](https://automatorplugin.com/wp-content/uploads/2025/11/woo-subscriptions-integration.png "woo-subscriptions-integration")](https://automatorplugin.com/wp-content/uploads/2025/11/woo-subscriptions-integration.png) From the dropdown list that appears, select “**A user’s subscription to a product expires**”. [![Dropdown list of Woo Subscriptions triggers in Uncanny Automator. The user has highlighted the trigger, “A user’s subscription to a product expires”.](https://automatorplugin.com/wp-content/uploads/2025/11/woo-subscriptions-trigger-users-subscription-to-product-expires-1024x454.png "woo-subscriptions-trigger-users-subscription-to-product-expires")](https://automatorplugin.com/wp-content/uploads/2025/11/woo-subscriptions-trigger-users-subscription-to-product-expires.png) Alternatively, Automator has a few triggers that you can use to launch different kinds of win-back campaigns. For example: - **A user cancels a subscription to a product:** You can use this trigger to launch a win-back campaign geared towards dissatisfied customers instead of customers who simply lapsed. - **A user’s renewal payment for a subscription product fails:** This trigger is perfect for capturing involuntary churn and launching preemptive win-back campaigns. Automator will prompt you to select a subscription product. While you can use the same win-back campaign for all of your products, creating different ones for each product adds valuable opportunities for personalization. Once you’ve selected the product, click **Save**. ### **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Emails**. [![Integration selection screen highlighting the Emails option among other apps like Facebook Pages, Formatter, and Google Calendar.](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png "emails-integration")](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png) From the dropdown list that appears, select “**Send an email**”. Automator will present you with a form to configure your email’s settings and to write a draft. We’re going to fill this out using a combination of static data and *tokens* (i.e., dynamic data from your WordPresss site). To use a token, click the **Asterisk** in a given field and select the corresponding token. For example, in the *To* field, I have selected the **Billing email** token from the customer’s subscription. [![Dropdown list of tokens in Uncanny Automator. The user has highlighted the “asterisk” and the Woo Subscriptions “Billing email” token to populate the “To” field in an email editor.](https://automatorplugin.com/wp-content/uploads/2025/11/woo-subscriptions-billing-email-token-1024x505.png "woo-subscriptions-billing-email-token")](https://automatorplugin.com/wp-content/uploads/2025/11/woo-subscriptions-billing-email-token.png) Next, draft your email. Not sure what to include? **[↓ Jump ahead to learn how to craft the perfect win-back email. ↓](#win-back-campaign-strategies)** [![Sample WooCommerce win-back campaign email. The email uses personalization tokens and includes a CTA to “Rejoin your community”.](https://automatorplugin.com/wp-content/uploads/2025/11/win-back-email-example-978x1024.png "win-back-email-example")](https://automatorplugin.com/wp-content/uploads/2025/11/win-back-email-example.png) Once you’ve drafted your email, click **Save**. ### **Step 4: Set a Delay** Right now, Automator will send your win-back email immediately after your customer’s subscription expires. But this customer might not actually be lost quite yet. To ensure that only lapsed customers get your win-back messages, set a delay.To set a delay, simply hover over the action and click **Delay**. [![Actions panel showing an email action labeled 'Send an email to Billing email' with Filter and Delay buttons, and the Live toggle enabled. The user has highlighted the “Delay” button.](https://automatorplugin.com/wp-content/uploads/2025/11/automator-send-win-back-email-delay-1024x397.png "automator-send-win-back-email-delay")](https://automatorplugin.com/wp-content/uploads/2025/11/automator-send-win-back-email-delay.png) The length of the delay will vary from business to business. What constitutes a lapsed customer for some might be a regular part of the customer lifecycle for others. As a rule of thumb, however, you should **set the delay at intervals of your shortest billing cycle**. For example, if your subscription allows for monthly payments, then you should set the delay to intervals of 30 days. Once you’ve set your delay, click **Save**. ### **Step 5: Go Live** You’re just about ready to launch that win-back campaign. All you have to do now is toggle the recipe from **Draft** to **Live**. [![WooCommerce win-back campaign automation showing a trigger for a user's 'VIP Access' subscription expiring and an action to send an email to the billing address after a 30-day delay, with both steps marked live.](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-win-back-campaign-automation-live-1024x582.png "woocommerce-win-back-campaign-automation-live")](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-win-back-campaign-automation-live.png) That’s it! Automator will start launching your WooCommerce win-back campaigns while you focus on finding more pathways to growth. As you become more familiar with Uncanny Automator, you can start to launch even more sophisticated win-back campaigns. For example, you can **launch this multi-channel campaign** that begins with a simple WhatsApp message and escalates to email afterwards. [![WooCommerce win-back campaign automation showing a trigger for a user’s ‘VIP Access’ subscription expiring and two live actions: sending a WhatsApp message to the billing phone after 7 days and an email to the billing email after 30 days.](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-multi-channel-win-back-campaign-automation-1024x679.png "woocommerce-multi-channel-win-back-campaign-automation")](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-multi-channel-win-back-campaign-automation.png) Better yet, give your customers a reason to come back. **Use Automator to generate a personalized coupon code** with a win-back offer that will have your customers wondering why they ever left. [![WooCommerce win-back campaign automation showing a trigger for a user’s ‘VIP Access’ subscription expiring and actions to generate a win-back discount, send a WhatsApp message, and email a personalized offer with a generated coupon code.](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-win-back-campaign-coupon-code-1024x468.png "woocommerce-win-back-campaign-coupon-code")](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-win-back-campaign-coupon-code-scaled.png) And, of course, you can always connect your CRM to your WordPress site to tag users automatically, initiating win-back campaigns. [![WooCommerce win-back campaign automation showing a trigger for a user’s ‘VIP Access’ subscription expiring and an action that adds the user’s billing email to a ‘VIP Win-Back’ email sequence in Kit, with the recipe set to live.](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-kit-win-back-campaign-automation-1024x567.png "woocommerce-kit-win-back-campaign-automation")](https://automatorplugin.com/wp-content/uploads/2025/11/woocommerce-kit-win-back-campaign-automation.png) These are just a few ideas for winning your customers back. Keep creating more recipes like these and you’ll be a (customer) relationship guru before long. ## **Anatomy of a Win-Back Campaign** Much like with date ideas, some win-back campaign practices are better than others. Based on a fair amount of trial and error, these are the win-back campaign strategies that I found have worked best. - **Urgent and Honest Subject Lines:** Whatever your brand voice, the subject lines that work best for win-back campaigns convey a sense of urgency and honesty. Phrases like “last chance”, “final call”, or “we miss you” **tend to garner more open rates**. - **Personalization and Segmentation:** Addressing your customer and your history with them increases the likelihood of engagement. It shows customers that you actually know them and **value their past business**. Segment your win-back campaigns by product type, high LTV and low LTV, geography, etc. - ***Mea culpa… est tua occasio:*** That’s just fancy Latin for saying, “Take ownership”. Let your customers know that you regret whatever might have caused them to lapse. This is also a great opportunity to **gather feedback from customers who might still be interested in your brand**, but have left for specific reasons. - **Offers and Incentives:** Don’t just tell your customers that you miss them. Show them. Offer discounts or other incentives to get customers to re-up their subscription or shop with you again. This can be particularly effective if your business doesn’t have an existing loyalty program. - **Give Clear Direction:** Asking your customers to come back is only half the battle. In your win-back campaign, use clear calls to action that invite users back into the fold. ## **More Ways to Win Back Customers (or Simply Never Lose Them)** The job of winning back your lapsed customers and reducing churn rates is never truly over. But, with Automator at your side, launching these campaigns doesn’t have to be a chore. Simply set it and forget it. And, with all that extra time on your hands, you can set up some more customer relationship automations that lay the foundation for even more growth. If you’re looking for some ideas, here are great places to start. > [Find and Re-Engage Inactive WooCommerce Customers](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) > [How to Automate WooCommerce Post-Purchase Surveys and Campaigns](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) > [Build Customer Loyalty with WooCommerce Store Credit](https://automatorplugin.com/build-customer-loyalty-with-woocommerce-store-credit/) ## **Conclusion** Breakups happen. But when it comes to ecommerce, they don’t have to be permanent. In this post, we’ve covered everything you need to know about crafting and automating effective WooCommerce win-back campaigns—from understanding why customers leave to learning how to build perfectly timed, automated workflows with **Uncanny Automator**. The bottom line? **WooCommerce win-back campaigns are critical to your store’s profitability**. They help you recover lost revenue, stretch your marketing dollars, and reignite relationships with customers who already loved what you had to offer. Whether you’re sending a simple “We miss you” email or launching a multi-step, multi-channel re-engagement campaign, Automator makes it easy to win hearts—and sales—all over again. Don’t let good customers become distant memories. [**Automate your WooCommerce win-back workflows with Uncanny Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently Asked Questions** **What is a win-back campaign in WooCommerce?** A win-back campaign is a targeted marketing effort designed to re-engage customers who haven’t purchased or interacted with your store for a set period. It’s how you remind past customers why they loved your brand in the first place. **How do I set up WooCommerce win-back campaigns?** You can create automated workflows that identify inactive customers, send personalized emails, or apply targeted discounts using Uncanny Automator. Just choose your trigger (like “A user’s subscription to a product expires”) and your action (like “Send an email” or “Tag a contact”)—then let Automator handle the rest. **What’s the best tool for WooCommerce win-back workflows?** Uncanny Automator is the best tool for the job. It connects WooCommerce to your favorite CRMs and communication platforms, allowing you to automate multi-step win-back workflows—no coding required. Automator also has a native email integration, meaning you can launch campaigns directly from your WordPress site. **How long should I wait before sending a win-back email?** It depends on your business model and customer lifecycle. As a general rule, wait at least one full billing cycle (for example, 30 days for monthly subscriptions) before launching your first win-back message. This ensures you’re contacting lapsed, not active, customers. **What offers work best for ecommerce win-back campaigns?** Discounts, free shipping, loyalty points, or exclusive access to new products work well. The goal is to make customers feel appreciated—and to give them a reason to say “yes” again. **Can I automate WooCommerce win-back campaigns without coding?** Absolutely. With Uncanny Automator, you can automate your entire win-back workflow—emails, coupons, CRM tagging, and more—using a simple, no-code interface. **How can I send multi-channel win-back campaigns from WooCommerce?** Automator connects WooCommerce to multiple communication channels—email, SMS ([**Twilio**](https://automatorplugin.com/share/twilio/)), [**WhatsApp**](https://automatorplugin.com/share/whatsapp/), [**Slack**](https://slack.com/), [**Discord**](https://automatorplugin.com/share/discord/), and more. That means you can reach your customers wherever they’re most likely to respond, all from a single automation. With the [**Dynamic Content Addon**](https://automatorplugin.com/dynamic-content-addon), you can even include personalized win-back messages on your customers’ profile pages. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [The Best Contact Form 7 and Google Sheets Integration](https://automatorplugin.com/the-best-contact-form-7-and-google-sheets-integration/) **Published:** August 10, 2023 **Author:** Brendan Da Costa **Content:** *Uncanny Automator is the best Contact Form 7 and Google Sheets integration. Find out why in this easy how-to guide.* **TLDR? Key takeaways:** - Explore advanced automation ideas to enhance your Contact Form 7 workflows. - You can connect Contact Form 7 to Google Sheets with Uncanny Automator—no code required. - Creating a Contact Form 7 and Google Sheets integration with Automator only takes 5 steps. If you’re looking for a simple (and FREE) way to connect Contact Form 7 to Google Sheets, you’ve found the right page. In this article, I’ll show you how to create a seamless Contact Form 7 and Google Sheets integration using [**Uncanny Automator**](https://automatorplugin.com/pricing). By the end of this tutorial, you’ll be able to store your form submissions in a spreadsheet of your own. Let’s get started. ## Why Connect [Contact Form 7](https://automatorplugin.com/share/contact-form-7) to Google Sheets With [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://automatorplugin.com/pricing/) is the #1 automation and integration tool for WordPress sites. **Integrate Everything. Automate Anything.** [![](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2-1024x545.png "uncanny-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-2.png) Using simple combinations of triggers and actions, you can **integrate all of your favorite apps and plugins** to automate your workflows. But what makes Automator the best Contact Form 7 and Google Sheets integration? - **No-Code Automation:** Forget exorbitant developer fees or error-prone custom code. Automator offers powerful, no-code automation. Simply point and click your way to smarter workflows. - **No Per-Automation Fees:** Unlike other WordPress automation tools, Automator doesn’t charge per-automation fees. In other words, the more you integrate and automate, the more you save. - **Full Integration:** Automator is fully integrated with your WordPress site and the plugins and apps that you connect. Whether you want to map custom fields, dig through meta data, or simply keep your records in sync, Automator makes that easy. - **Filters and Conditions:** Add filters to your automations to create workflows that fit your business’ needs. Determine which actions will apply to which users and how, exactly, you want them to be carried out. - **Powerful Addons:** Take advantage of Automator’s addons, such as the **Custom User Fields** **Addon** to upgrade your forms’ functionality. Store birthdays, countries, phone numbers, social media handles, and more all in your WordPress site. [**Get started with Automator and connect Contact Form 7 to Google Sheets >>>**](https://automatorplugin.com/pricing/) Not ready to go Pro just yet? No worries. You can still create a seamless Contact Form 7 and Google Sheets integration with Automator Lite. Simply [**install and activate**](https://wordpress.org/plugins/uncanny-automator/) Automator Lite on your WordPress site, and don’t forget to [**register your account**](https://www.automatorplugin.com/my-account) to receive some complimentary app credits. ## **Connect Contact Form 7 to Google Sheets** Integrating Contact Form 7 and Google Sheets with Uncanny Automator only takes five steps—and about just as many clicks. Before we dive into the details, here’s a brief overview of the steps we’ll take. [![Uncanny Automator recipe that creates a Contact Form 7 and Google Sheets integration. The recipe adds a row to a Google Sheets spreadsheet when a Contact Form 7 form is submitted.](https://automatorplugin.com/wp-content/uploads/2023/08/connect-contact-form-7-to-google-sheets-recipe-1024x649.png "connect-contact-form-7-to-google-sheets-recipe")](https://automatorplugin.com/wp-content/uploads/2023/08/connect-contact-form-7-to-google-sheets-recipe.png) 1. **Create a new recipe:** From your WordPress Admin Sidebar, navigate to *Automator* > *Add* new recipes > *Everyone*. 2. **Name your recipe:** *When a user submits a form, add an entry in Google Sheets*. 3. **Configure your trigger:** Select *Contact Form 7* > *A form is submitted*. 4. **Configure your action:** Select *Google Sheets* > *Create a row in a Google Sheet*. 5. **Go Live:** Toggle your recipe from *Draft* to *Live*. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, I’ve named this recipe “When a user submits a form, add an entry in Google Sheets”. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Contact Form 7**. [![Grid of WordPress integrations including Easy Digital Downloads, Elementor, and Fluent Support. The user has highlighted Contact Form 7.](https://automatorplugin.com/wp-content/uploads/2023/08/contact-form-7-integration-1.png "contact-form-7-integration")](https://automatorplugin.com/wp-content/uploads/2023/08/contact-form-7-integration-1.png) From the drop-down list that appears, select “**A form is submitted**”. ![Dropdown list of Contact Form 7 triggers in Uncanny Automator. The user has highlighted the trigger, “A form is submitted”.](https://automatorplugin.com/wp-content/uploads/2023/08/contact-form-7-trigger-form-is-submitted-1024x309.png "contact-form-7-trigger-form-is-submitted") Automator will prompt you to select one of your contact forms. After you’ve selected the form, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action** and select **Google Sheets**. (If you haven’t already connected your Google account, Automator will prompt you. Follow the prompts to connect your account.) [![Grid of WordPress integrations. The user has highlighted the Google Sheets integration that is not connected yet.](https://automatorplugin.com/wp-content/uploads/2023/08/google-sheets-integration-1.png "google-sheets-integration")](https://automatorplugin.com/wp-content/uploads/2023/08/google-sheets-integration-1.png) After you’ve connected your Google account, a dropdown list will appear. Select “**Create a row in a Google Sheet**”. [![Dropdown list of Google Sheets actions in Uncanny Automator. The user has highlighted the action, “Create a row in a Google Sheet”.](https://automatorplugin.com/wp-content/uploads/2023/08/google-sheets-action-create-row-in-google-sheet-1024x309.png "google-sheets-action-create-row-in-google-sheet")](https://automatorplugin.com/wp-content/uploads/2023/08/google-sheets-action-create-row-in-google-sheet.png) Automator will then prompt you to select the *Spreadsheet* and specific *Worksheet* where you would like to store your Contact Form 7 submissions data. Once you do, Automator will fill in the *Columns* fields with the first value (presumably the title) from each column in your spreadsheet. [![Table labeled Row with columns for Name, Email, Subject, Message, and Submission Date/Time, each with blank value fields and a refresh button.](https://automatorplugin.com/wp-content/uploads/2023/08/sample-columns-in-google-sheet-1024x751.png "sample-columns-in-google-sheet")](https://automatorplugin.com/wp-content/uploads/2023/08/sample-columns-in-google-sheet.png) Once Automator has retrieved the columns, you can proceed to fill in the values for the new row of cells. To fill in these cells with Contact Form 7 data, we are going to use *tokens* (i.e. dynamic data from your WordPress site and within recipes). To use tokens, click on the **Asterisk** next to a field and select the token that you want to use to populate the cell. For Contact Form 7 tokens, the name of the token corresponds to the name of the field in your contact form. You can also use data and time tokens, such as the *Current Unix timestamp* token, to record the exact moment that someone submitted the form. (If you’re unfamiliar with Unix time, [check out our guide on converting Unix timestamps to dates in Google Sheets and Airtable](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/).) [![Contact Form 7 token selection in Uncanny Automator. The user has selected the token “Your Name” for the “Name” field and the “Current Unix timestamp” token for the “Submission Date/Time” field.](https://automatorplugin.com/wp-content/uploads/2023/08/contact-form-7-tokens.gif "contact-form-7-tokens")](https://automatorplugin.com/wp-content/uploads/2023/08/contact-form-7-tokens.gif) After you’ve filled out all of the fields, click **Save**. **Step 5: Go Live!** You’re just about ready to connect Contact Form 7 to Google Sheets. All you have to do now is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe that creates a Contact Form 7 and Google Sheets integration. The recipe adds a row to a Google Sheets spreadsheet when a Contact Form 7 form is submitted. The recipe is set to “Live”.](https://automatorplugin.com/wp-content/uploads/2023/08/connect-contact-form-7-to-google-sheets-recipe-live-1024x649.png "connect-contact-form-7-to-google-sheets-recipe-live")](https://automatorplugin.com/wp-content/uploads/2023/08/connect-contact-form-7-to-google-sheets-recipe-live.png) That’s it! You’ve just created a seamless Contact Form 7 and Google Sheets integration. But why stop there? ## **More Contact Form 7 and Google Sheets Integrations** Now that you’ve gotten the hang of creating Automator recipes, why not kick things up a notch? [![Uncanny Automator that creates a Contact Form 7 and Google Sheets integration. The recipe adds a row to Google Sheets, creates a Fluent Support ticket, and sends a message to a Slack channel when a form is submitted.](https://automatorplugin.com/wp-content/uploads/2023/08/contact-form-7-google-sheets-fluent-support-slack-recipe-1024x823.png "contact-form-7-google-sheets-fluent-support-slack-recipe")](https://automatorplugin.com/wp-content/uploads/2023/08/contact-form-7-google-sheets-fluent-support-slack-recipe.png) As seen in the recipe pictured above, I’ve added a few actions to the recipe that we created together. Now, I can turn a simple form submission into a fully automated customer support workflow. In addition to storing the form submission in Google Sheets, the recipe will create a Fluent Support ticket and send a Slack message to my support team. Of course, if you’re still looking for more ways to automate your workflows, there’s a lot more you can do. Here, at Automator, **we’ve developed a framework for identifying tasks you can (and should) be automating**. The idea is simple: think **R.I.C.H.:** - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. For example, transactional emails, marketing emails, and inventory management. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. These tasks usually include workflows such as product updates and customer/member onboarding. They can also include popups and customer segmentation. - **Costly:** Tasks that consume significant resources, namely time and money. For example, data entry and lead validation are both costly workflows, primed for automation. - **Hard:** Tasks that are complex and prone to human error. These workflows are usually operational in nature such as data entry and generating sales reports. ## **Conclusion** By now, you’ve seen just how easy it is to connect Contact Form 7 to Google Sheets using Uncanny Automator. With only a few clicks—and even fewer minutes—you can store, organize, and analyze form submissions automatically. No code, no stress. And once you’ve mastered this integration, you’ll open the door to countless other automations across your WordPress site. [**Upgrade your WordPress workflows with Automator >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently Asked Questions** **How do I connect Contact Form 7 to Google Sheets without coding?** Without coding, you can connect Contact Form 7 to Google Sheets using Uncanny Automator. Automator has an intuitive click-and-play interface that doesn’t require any coding to master. **What is the easiest way to automate Contact Form 7 and Google Sheets integration?** Uncanny Automator is the easiest way to create a Contact Form 7 and Google Sheets integration. In addition to Automator’s click-and-play interface, users can also get started with Automator Lite for free. **Can I send Contact Form 7 submissions directly to Google Sheets?** Yes, with an integration plugin like Uncanny Automator you can send Contact Form 7 submissions directly to Google Sheets. **Why should I integrate Contact Form 7 with Google Sheets?** Connecting Contact Form 7 to Google Sheets allows you to store form submissions in a secure database without changing WordPress roles. By incorporating additional integrations such as OpenAI, you can also perform sentiment analysis on the form submission. **What plugin do I need to connect Contact Form 7 to Google Sheets?** There are a few plugins that allow you to connect Contact Form 7 to Google Sheets. However, Uncanny Automator is the only free plugin that offers unlimited automations for connecting your form-building plugin to an external database such as Google Sheets. **How do I map Contact Form 7 fields to Google Sheets columns?** If you’re using Uncanny Automator, Automator will populate the columns from your Google Sheets spreadsheet when you select it. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Automate WooCommerce Post-Purchase Surveys and Campaigns](https://automatorplugin.com/automate-woocommerce-post-purchase-surveys/) **Published:** October 28, 2025 **Author:** Brendan Da Costa **Content:** *Automate WooCommerce post-purchase surveys and campaigns across email, SMS, and more channels. Learn how we’re turning sales into surveys into more sales.* **TLDR? 100-word Summary** Post-purchase surveys boost loyalty and drive growth. You can automate and personalize your post-purchase surveys for free with **WPForms** and **Uncanny Automator Lite**. Learn how to launch high-engagement follow-ups right from your WordPress site. - Best practices: timing, segmentation, incentives, closing the loop, and more - Post-purchase surveys build loyalty, establish brand trust, and fuel future growth - Options compared: WooCommerce emails vs CRMs vs Uncanny Automator - Step-by-step: build an automated, personalized post-purchase survey workflow - Omnichannel ideas: email, SMS/WhatsApp, and on-site forms I’m going to let you in on a little secret: post-purchase surveys, upsells, and campaigns are the secret weapons that fuel our growth and the growth of your favorite brands. Here at Uncanny Automator, we’ve been using these post-purchase tools to great effect for years. (It’s part of the strategy we used to grow from a niche plugin to a WordPress essential.) A well-timed, multi-channel post-purchase campaign can turn one-time shoppers into loyal customers—and loyal customers into your best marketers. In this guide, you’ll learn how to use [**Uncanny Automator**](https://www.automatorplugin.com/pricing) to create smart, automatic follow-ups that collect feedback, build trust, and bring customers back for more. Let’s turn every order into the start of a lasting relationship. ## **Why Post-Purchase Surveys Are E-Commerce Essentials** So, you’ve made the sale—great! Now, you might be thinking that it’s time to simply kick up your feet and count your earnings. I get that urge, too. But there’s more work to be done if you want to grow your business. Simply put, **loyal customers are the bedrock of your growth**, and customer loyalty isn’t a product of luck. It’s the result of a **carefully curated strategy**. Post-purchase surveys—especially if they’re well-timed and using the right channels—are an essential tool in that strategy. They help you **build stronger relationships, earn trust in your brand, and gather insights** to better serve your current and future customers. Oh, and they also boost your bottom line. But don’t just take my word for it. Here are the numbers: ### **Post-Purchase Surveys Build Loyalty** Following up with your customers after they have your product in-hand and/or have already used your service shows that you actually care. To the customer, it says, “You’re more than just a sale to us.” The appreciation customers feel shows [**in their response rates**](https://www.clootrack.com/cx-guide/survey-response-rate-guide-cx-insights). - **Emailed** post-purchase surveys have **response rates of between 15-30%** when timed correctly. - **In-app or web-based** surveys typically **average 20-40% participation**. - [**Short surveys**](https://www.digioh.com/blog/post-purchase-surveys-examples) of 1-3 questions see **completion rates of over 80%**, with **incentives** (such as discounts on future purchases) **increasing participation by 30%**. ### **Loyal Customers Deliver Better ROI** Growth doesn’t always mean getting more new customers. In fact, penny for penny, pound for pound, existing customers do more to drive growth for small businesses: - It is [**5x cheaper to retain a customer**](https://www.rivo.io/blog/customer-retention-statistics) than it is to acquire a new one. - Nearly [**two-thirds**](https://review42.com/resources/customer-retention-statistics/) **of a company’s business** comes from **previous customers**. - A **5% boost in retention** can increase profits by **25–95%**. - Loyal customers are **50% more likely to try new products** and **spend 31% more**. - Selling to existing customers succeeds **60–70% of the time** (vs. 5–20% for new ones). ### **Customer Retention Runs on Communication** Once you have loyal customers, retaining them becomes a matter of communicating. After all, loyal customers are part of your community. Keeping channels of communication open and active is key to customer retention. - **89% of marketers use email** to keep customers coming back. - **83% of consumers say loyalty programs** make them stay with a brand longer. ### **Loyal Customers Draw New Customers** Getting and keeping loyal customers actually helps you attract new ones. When customers stick with a business and become part of their community, they are more likely to become unofficial brand ambassadors. Post-purchase surveys help you give your most loyal customers a platform to help you drive future sales: - 66% of shoppers **trust brands with lots of online reviews**. - **90% of Americans say reviews are key** to purchase decisions. - **Even a few negative reviews can increase credibility**—68% of consumers distrust brands without them. ## **Methods for Creating Post-Purchase Surveys in WordPress** Ok. Now, you know how valuable post-purchase surveys are and how they fit into your sales funnel. So, now you’re probably wondering, “How do I actually create post-purchase surveys for my WooCommerce store?” You have a few options, each with their own unique advantages and disadvantages. Let’s explore. ### **Native WooCommerce Order Emails** WooCommerce gives its users the ability to set order status notification emails. From your WordPress Admin Dashboard, simply navigate to **WooCommerce** > **Settings** > **Emails**. From there, you can set which emails you want to send (upon order completion, for example) and draft the email. However, these built-in notifications are designed for logistics, not relationships. **Advantages:** - **Built-in email notifications** means you don’t need another tool. - **Minimal set-up required** as WooCommerce provides these templates for free. **Disadvantages:** - **Limited copy editing and customization** limits the marketing functionality of these emails. - **No delays and/or scheduling** means that your customers may be getting post-purchase surveys before they have had a chance to use the product/service. - **No segmentation**, resulting in all customers getting the same emails regardless of their purchase history, cart total, etc. - **Email only**; multi-channel communication (SMS and WhatsApp) not available. ### **CRMs** CRMs such as [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), and [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) are powerful tools for launching campaigns that convert. They are how most businesses manage their customer relationships—it’s in the name! For launching your WooCommerce post-purchase campaigns, CRMs are a great option, but still need some help in generating engagement. **Advantages:** - **Powerful segmentation**, so you can send personalized post-purchase campaigns. - **Delays that help you time** your post-purchase surveys perfectly. - **Advanced copy editing and customization** so you optimize your email content. **Disadvantages:** - **Still requires integration with WooCommerce** to properly take full advantage of marketing features. - **Costly**; many CRMs are out of the budget for most small businesses. - **Steep learning curves** mean that you can sink hours into learning different features and still make mistakes. ### **Uncanny Automator: The WordPress Way to Automate Surveys** Not to brag (ok, I’m bragging a little), but Uncanny Automator hits the sweet spot for managing your customer feedback. Not only does Automator have all of the features that you need to send high-engagement post-purchase surveys, but it’s **an easy-to-use, low cost solution**. **Integrate everything. Automate anything.** [![](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage-1024x529.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage.png) Automator connects your favorite apps and plugins (such as WooCommerce to your CRM and form-building plugin) so you can automate your workflows. When it comes to automating post-purchase surveys, here’s what make Automator stand out: - Trigger **immediate or delayed surveys when an order status changes** to completed, delivered, or refunded. - Send survey invitations via **email, SMS, or even WhatsApp**. - Integrate WooCommerce with your CRM to **segment customers based on what they bought, how much they spent**, or any other parameters you choose. - Encourage engagement and reward responses with **loyalty points, discount codes, or exclusive follow-up campaigns**. And unlike other automation tools, Automator doesn’t charge per-automation fees—so you can collect unlimited feedback without worrying about paying more. In short: native WooCommerce emails handle transactional communication, CRMs add complexity, but Uncanny Automator gives you the best of both worlds—simplicity, control, and the flexibility to run every post-purchase survey your way. [**Get Automator >>>**](https://www.automatorplugin.com/pricing) In the next section, I’ll walk you through a simple automation for collecting those post-purchase surveys. ## **Step-by-Step: Automating WooCommerce Post-Purchase Surveys** Creating an automated post-purchase survey is a lot easier than you might think. Just follow these steps and get started for FREE! ### **Step 1: Create a Survey Form** First, if you’re creating a custom survey and not simply using WooCommerce’s native product review feature, you’ll need a form-building plugin like **WPForms**. If you have WPForms Pro and the **Survey and Polls addon**, you can simply start with the **Survey Form** template and customize it however you’d like. [![WPForms survey form template with fields for name, email, and experience rating, offering buttons to use the template or view a demo.](https://automatorplugin.com/wp-content/uploads/2025/10/wpforms-survey-template-952x1024.png "wpforms-survey-template")](https://automatorplugin.com/wp-content/uploads/2025/10/wpforms-survey-template.png) Alternatively, if you’re using the free version of WPForms, create a form with at least: - an email field (Automator will need this field to attach the survey to a customer), - a “Number Slider” field where users can rate your product/service on a predefined scale, and - a “Paragraph Text” field where users can provide more detailed feedback. [![Simple post-purchase survey form with fields for email, product rating slider, feedback text box, and a submit button.](https://automatorplugin.com/wp-content/uploads/2025/10/simple-post-purchase-survey-form-example-888x1024.png "simple-post-purchase-survey-form-example")](https://automatorplugin.com/wp-content/uploads/2025/10/simple-post-purchase-survey-form-example.png) You can add more fields to give customers the ability to provide more detailed feedback. Keep in mind, however, that simple surveys have higher completion and submission rates. Once you’re satisfied with your post-purchase survey form, click **Save** and exit the builder. Place the survey form on a page on your site. ### **Step 2: Create and Name a New Automator Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) Next, give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “WooCommerce Post-Purchase Survey Automation”. (Note: If you allow guest checkout, you can select the recipe type “Everyone”. Depending on the trigger that you choose, it may require Automator Pro.) ### **Step 3: Trigger Survey After Product Purchase** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![Grid of WordPress integrations for Uncanny Automator. The highlighted icon in the center reads “Woo” in purple, representing WooCommerce.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration-1024x703.png "woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration.png) From the dropdown list that appears, select, “**A user’s order status changes to a specific status**”. [![WooCommerce trigger dropdown list in Uncanny Automator. The user has highlighted the trigger “A user’s order status changes to a specific status”.](https://automatorplugin.com/wp-content/uploads/2025/10/woo-trigger-users-order-status-changes-to-specific-status-1024x464.png "woo-trigger-users-order-status-changes-to-specific-status")](https://automatorplugin.com/wp-content/uploads/2025/10/woo-trigger-users-order-status-changes-to-specific-status.png) (Note: This is an Automator Pro trigger. If you are using Automator Lite, you can select the trigger, “A user purchases a product”.) Next, Automator will prompt you to select the status. I have selected the status “Completed”. Select the order status that indicates that your customer has received their order. Once you’re finished, click **Save**. ### **Step 4: Send an Email With Your Post-Purchase Survey Link** Next, in the *Actions* panel, click **Add action** and select **Emails**. [![Integration selection screen highlighting the Emails option among other apps like Facebook Pages, Formatter, and Google Calendar.](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png "emails-integration")](https://automatorplugin.com/wp-content/uploads/2025/10/emails-integration.png) From the dropdown list, select **Send an email**. Automator will present you with a form to configure your email and draft your message. In the *To* field, we’re going to use a *token* (i.e., dynamic data from your WordPress site) to get the email to the right customer. To use a token, click the **Asterisk** and select the corresponding token. [![Dropdown under 'To' showing 'Search tokens', 'Only email tokens' checked, 'Triggers' section, and 'Billing email' highlighted.’](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-user-billing-email-token-1024x574.png "woocommerce-user-billing-email-token")](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-user-billing-email-token.png) Next, draft your subject line and email body. To write a compelling email that gets engagement, here are some things you should include: - an enthusiastic, action-oriented subject line, - personalization using tokens to refer to the customer by name, - a reference to the customer’s last purchase, - a brief mention of the value that their feedback represents, and - a clear CTA to fill out the survey. [![Email editor with subject field reading “We would love to hear from you!” and a sample post-purchase email message inviting the recipient to fill out a short survey.](https://automatorplugin.com/wp-content/uploads/2025/10/sample-woocommerce-post-purchase-survey-email-863x1024.png "sample-woocommerce-post-purchase-survey-email")](https://automatorplugin.com/wp-content/uploads/2025/10/sample-woocommerce-post-purchase-survey-email.png) Once you’re satisfied, click **Save**. Want to learn how to style your WordPress emails? [**Check out our nifty guide on how to create stunning WordPress emails that fit your brand >>>**](https://automatorplugin.com/wordpress-email-branding/). ### **Step 5 (for Automator Pro users): Delay Your Post-Purchase Survey** Before your customers can give you honest and informed feedback, they’ll need some time with your product(s). That’s why sending a post-purchase survey along with a “delivered” or “completed” email won’t get the best response rates. With Automator Pro, you can set a delay to your post-purchase survey email. [![Automator “Actions” panel showing an email action set to send to “Billing email” from a WooCommerce order. The user has highlighted the “Delay” button.](https://automatorplugin.com/wp-content/uploads/2025/10/automator-email-action-delay-1024x443.png "automator-email-action-delay")](https://automatorplugin.com/wp-content/uploads/2025/10/automator-email-action-delay.png) The length of your delay will depend on the nature of your business. As a general rule of thumb, you should [**wait between 7-30 days after purchase to request feedback**](https://www.pipedrive.com/en/blog/sales-follow-up-email-templates) from customers. This window gives customers enough trial time while simultaneously falling within most refund and/or return windows. Once you have decided on your delay, click **Set delay**. ### **Step 6: Automate Your Post-Purchase Surveys!** You’re just about ready to automate your post-purchase surveys. All that’s left for you to do is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe titled “WooCommerce Post-Purchase Survey Automation”, showing a WooCommerce trigger and an email action with delay.](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-automation-live-1024x620.png "woocommerce-post-purchase-survey-automation-live")](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-automation-live.png) That’s it! You’re ready to start collecting post-purchase surveys, building customer loyalty, and laying the foundation for your growth. But this was just an introduction to get you familiar with Uncanny Automator. Want to see what else you can do to build loyalty with post-purchase campaigns? ## **More Ways to Automate WooCommerce Post-Purchase Surveys** The Automator recipe that we created together is just the beginning. With [**253 integrations**](https://www.automatorplugin.com/integrations) and powerful features like **Loops** and **Filters**, you can create high-engagement post-purchase campaigns in just minutes. Try out these recipes and ideas to rake in reviews, field feedback, and connect with customers. ### **Send WooCommerce Surveys via WhatsApp** Did you know that [**WhatsApp messages have a 98%** ](https://business.whatsapp.com/blog/use-whatsapp-business-goals)clickthrough rate? If you’re collecting phone numbers at checkout, you could be sitting on a gold mine of customer feedback. Leverage WhatsApp’s unparalleled engagement rates to garner reviews and feedback like never before. [![Uncanny Automator recipe to automate post-purchase surveys in WooCommerce. The recipe sends a message to the customer’s billing phone number via WhatsApp seven days after their order status has changed to “Completed”.](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-automation-whatsapp-1024x613.png "woocommerce-post-purchase-survey-automation-whatsapp")](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-automation-whatsapp.png) [**Learn how to connect WhatsApp to WooCommerce and meet your customers where they already are >>>**](https://automatorplugin.com/woocommerce-whatsapp-integration-social-commerce-made-easy-with-automator/) ### **Reward Reviews With Coupons and Store Credit** If you’re having difficulty getting your customers to complete surveys or review your products, you can always use incentives. [![Uncanny Automator recipe that generates and emails a WooCommerce coupon code to a customer after they submit a “Post-Purchase Survey” form. The automation is set to run only once per user.](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-coupon-incentive-automation-1024x591.png "woocommerce-post-purchase-survey-coupon-incentive-automation")](https://automatorplugin.com/wp-content/uploads/2025/10/woocommerce-post-purchase-survey-coupon-incentive-automation.png) Offering your customers a coupon for completing longer surveys not only gives you valuable feedback, but it gives them a reason to shop with you again. Similarly, customers offering your customers store credit in exchange for rave reviews or detailed feedback is a cornerstone of successful loyalty programs. If you’re using [**Advanced Coupons**](https://www.automatorplugin.com/share/advanced-coupons) (it’s also FREE, by the way), you can easily give your customers a little store credit to incentivize completions for longer surveys. > [Get Better Sales with WooCommerce Product Reviews & Automator](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/) ## **Best Practices for Post-Purchase Surveys** Now that you’re automating your WooCommerce post-purchase surveys, it’s time to optimize. To get real results—responses, reviews, and repeat buyers—you’ll need to fine-tune how and when those messages go out. Over the years, we’ve learned a few tricks that separate “just another email” from “Wow, this brand actually cares”. **1. Time It Right** Every industry has its own sweet spot. A customer who buys a digital download can respond the same day; a customer waiting for a physical shipment needs time to unbox and test. Start with one survey within a week of delivery, then follow up a few days later if needed. **2. Make It Personal** No one likes a “Dear Customer” email or a generic, “How did we do?” message. Use Automator’s tokens to include the customer’s name and order details. Create product-specific surveys and automations so that customers can tell you about their personal experience. **3. Segment Smartly** Your returning customers with whom you already have a relationship can give more detailed feedback than a new customer. Similarly, VIP and high-value customers who have spent more money may have higher expectations. With Automator, you can segment by new and returning customers, order value, or even product type. This way, you can tailor surveys to customers at different stages of their relationship with your brand. **4. Keep It Simple and Mobile-Friendly** eCommerce is increasingly mobile—and I’m not just talking about delivery. Most customers will open your survey on their phone. Stick to plain-text or lightly styled templates, short sentences, and clear buttons. Your survey link should be obvious and easy to tap. **5. Short and Sweet Is Neat** Surveys with 1-3 questions get the best engagement and completion rates. Design your surveys to collect limited amounts of targeted feedback. For your repeat customers, you may be able to get away with longer surveys, but you still need to let your customers know that you value their time. Which brings me to my next point… **6. Offer Value for Time** A small discount, free shipping on the next order, store credit, or loyalty points are all powerful incentives that signal to your customers that you actually value their feedback. For longer surveys, offering your customers something in exchange for their time will boost your completion rates. **7. Go Omnichannel** Don’t limit yourself to just email. You can send surveys via SMS, WhatsApp, or even embed them directly on your site [**using Automator’s Dynamic Content Addon—perfect for frictionless feedback**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/). **8. Close the Loop** Finally, show your customers that their voices do matter. Share updates, thank them for their input, and highlight how their feedback has shaped your WooCommerce store and products. That’s how you turn a survey into a relationship. ## **Conclusion** By now, you know that post-purchase surveys are more than just data collection—they’re the foundation of loyalty and long-term growth. With Uncanny Automator, you can set these gears of growth into motion and put them on autopilot. Turning your WooCommerce post-purchase surveys into valuable insights to strengthen relationships and boost repeat sales is as easy as creating more Automator recipes. Start small, test your timing, and keep refining. Before long, your surveys will be working quietly behind the scenes, turning every sale into an opportunity to learn, improve, and grow. [**Get Automator today >>>**](https://automatorplugin.com/pricing) Until next time, happy automating! ## **Frequently Asked Questions** **What is a post-purchase survey?** A post-purchase survey is a short feedback form sent after a customer completes an order. It helps you understand their experience—from the checkout process to the product itself. With the right timing and tools (like Uncanny Automator), you can automatically collect this feedback via email, SMS, or even directly on your site to improve your products, service, and customer relationships. **What’s the best timing for sending post-purchase surveys?** Timing is everything. For digital products, you can send a survey the same day or within 48 hours of delivery. For physical products, wait 3–14 days so customers can try them out. Automator makes this easy—you can delay your survey email automatically based on product type, delivery speed, or even location. **Do I need a CRM to send post-purchase emails in WordPress?** Nope! While CRMs like **HubSpot** or **ActiveCampaign** can help, they’re not necessary, especially for small businesses. With Uncanny Automator, you can send personalized, automated post-purchase emails right from your WordPress dashboard—no third-party platform or extra subscription required. **How can I personalize my post-purchase campaigns without coding?** Using tokens (i.e., dynamic data) in Uncanny Automator, you can include customer names, product titles, and order details in your messages—no coding needed. You can even segment your surveys by product, order value, or customer type (new, returning, or VIP) to deliver hyper-relevant campaigns that feel personal. **Can post-purchase surveys increase repeat sales?** Absolutely. Post-purchase surveys show customers that you value their feedback, building trust and loyalty. The result? More repeat business. In fact, loyal customers are 50% more likely to try new products and spend 31% more than new shoppers. Feedback today becomes growth tomorrow. **How do I get more customers to complete my post-purchase surveys?** Keep surveys short (1–3 questions), make them mobile-friendly, and offer incentives—like a coupon or loyalty points—for completing them. Timing also matters: send your survey when the experience is fresh but after the customer’s had time to form an opinion. And don’t forget to follow up with a “thank you” or highlight how their feedback shaped your store—it encourages even more participation next time. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How Easy Is It To Automate a WordPress Site?](https://automatorplugin.com/how-easy-is-it-to-automate-a-wordpress-site/) **Published:** October 22, 2018 **Author:** Ryan Moore **Excerpt:** Learn how to start automating your WordPress site by building your first Uncanny Automator recipe in under 5 minutes. Save time with simple automations! **Content:** *Tired of doing everything yourself? Automate your WordPress site with Uncanny Automator. In less than 5 minutes, you can save 5 hours—and tons of money.* **TLDR? Here’s a brief summary…** Check out the YouTube tutorial below. You could be automating your WordPress workflows in *less than five minutes*! Wondering if it’s possible to automate a WordPress site? Spoiler alert: it is—and it’s easy. From auto-publishing your latest blog posts on social media to abandoned cart notifications and (far) beyond, you can put your entire site on autopilot with [**Uncanny Automator**](https://www.automatorplugin.com/pricing). And here’s the best part: **you can get started for FREE**. In this article, I’ll walk you through how to start automating your site and show you what makes Automator the ultimate WordPress automation plugin. To cap it off, I’ll give you some ideas for getting started as well as **a free tool to help you maximize your ROI** from automation. If you have 5 minutes, you can save 5 hours. Let’s get started. ## **Introduction to Uncanny Automator** Before we dive into automations, let’s start with the basics. **WordPress automation** is exactly what it sounds like—getting your website to do the busywork *for you*. Instead of manually posting to social media, updating records, or sending emails every time something happens on your site, automation lets you build simple “if this, then that” workflows. For example: - *If* someone buys a product → *then* tag them in your CRM. - *If* a student completes a course → *then* enroll them in the next one. - *If* you publish a post → *then* share it on LinkedIn. [![](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage-1024x529.png "automator-homepage")](https://www.automatorplugin.com/pricing) In Uncanny Automator, each of those workflows is called a **recipe**: a combination of triggers and actions that connect your apps and plugins to execute workflows. Automator is the #1 no-code WordPress automation and integration plugin, getting your tech stack to work together. **You don’t need to code, hire a developer, or (most importantly) pay any money.** Just click, connect, and let Automator handle the rest. So, what makes Automator so powerful? ### **Key Features of Uncanny Automator** When it comes to WordPress automation tools, the good news is that you have plenty of options. From Zapier to IFTTT, there’s no reason you should be performing manual tasks on your WordPress site. However, there are some key features that set Uncanny Automator apart from other integration and automation tools. Whether it’s affordability for solopreneurs or powerful addons and AI agents for large businesses, Automator has a lot to offer. **Unlimited Recipes + No Per-Automation Fees** Create as many automations as you want. No limits and no per-automation fees to slow you down and run up your costs. **253+ integrations** Connect your favorite tools across CRMs, membership plugins, ecommerce, elearning, AI, and more. Automator works seamlessly with WordPress and dozens of the most popular external apps from social media platforms to project management tools. **Webhooks** Go beyond existing integrations. A simple webhook interface connects your WordPress site to any other site or app you want. **Delays & Scheduling** Recipes are great. But, like a dinner served precisely when your appetite peaks, well-timed automations are even greater. You decide when your automations run. Need to send an email a few hours after a form submission? Or drip content weekly? Schedule and delay actions with a few clicks. **Filters & Conditions** Not all recipes work for everyone. Fine-tune your recipes to accommodate your customers’ dietary restrictions (see what I did there?). Set hyper-specific conditions to your automations to deliver personalized, targeted experiences. **Data Formatting Tools** Automator connects all of your favorite apps, plugins, and external sites. But not all of them speak the same language. Use Automator’s **Formatter** integration to change dates, names, and other data to create more seamless workflows across your tech stack. **Bulk Automations** Apply the same action to multiple users or posts at once—perfect for big sites, bulk emails, or batch updates. One click can update the prices of thousands of products, send emails to hundreds of contacts, or update the content of dozens of posts. **XML / JSON / CSV Imports** Data entry is a thing of the past. Import vital data from any external source directly to your WordPress site with a single recipe. **Addons for Advanced Functionality** Enhance your WordPress site’s functionality with Automator’s suite of powerful addons. Get the [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon) addon to create user profiles that make sense for your business. Use the [**Restrict Content**](https://automatorplugin.com/restrict-content-addon) addon to give your site basic membership functionality. Harness the power of the [**User Lists**](https://automatorplugin.com/user-lists-addon) addon for a simpler user management experience. The [**Dynamic Content**](https://automatorplugin.com/dynamic-content-addon) addon unlocks the power of real-time, no-refresh content on your WordPress site. Run a banner, add social proof notifications, or allow users to chat with AI. The [**Elite Integrations**](https://automatorplugin.com/elite-integrations-addon) addon includes Salesforce and Quickbooks integrations to make ecommerce and accounting that much easier. **QR Code Generation** Generate QR codes for event check-ins, user logins, coupons, or special access links. **RSS Feed Automations** Automatically share or update content through RSS feeds—ideal for publishers and bloggers. **Custom Actions** Build your own custom triggers and actions for complete control over your workflows. With all that flexibility, Automator isn’t just another WordPress plugin—it’s the bridge that connects your entire website. Whether you’re a blogger, shop owner, developer, teacher, or marketer, Automator helps you do more in less time. And the best part? You can start automating your site right now—for free. [**Get Started in Under 5 Minutes >>>**](https://www.automatorplugin.com/pricing) ## **Creating Your First Automator Recipe** Automating your WordPress site begins with creating your first Automator recipe. In this section, I’ll walk you through a simple recipe that **adds a user to a BuddyBoss group when they purchase a specific WooCommerce product**. [![Uncanny Automator recipe to automate WordPress workflows. The recipe adds a user to a BuddyBoss group when they purchase a WooCommerce product.](https://automatorplugin.com/wp-content/uploads/2018/10/woocommerce-buddyboss-integration-automator-recipe-1024x704.png "woocommerce-buddyboss-integration-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2018/10/woocommerce-buddyboss-integration-automator-recipe.png) You might not want to create this exact recipe, but the same general steps will apply to all of your automations. ### **Step 1: Install and Activate Uncanny Automator** If you haven’t already purchased your Automator license, you can get started for free. From your WordPress Admin Dashboard, navigate to **Plugins** > **Add Plugin**. Enter “uncanny automator” in the search bar then click **Install** and **Activate**. [![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png "install-automator-plugin")](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) ### **Step 2: Create and Name a New Recipe** With Automator installed and activated, navigate to **Automator** > **Add new plugin**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) Next, give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe, “WooCommerce + BuddyBoss: Add user to group after purchase”. ### **Step 3: Configure Your Trigger** The next step is to set up your trigger. This is the event or user action that will set the automation into motion. In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![Grid of integration icons for Uncanny Automator. The Woo icon is highlighted, showing that it has been selected.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-integration.png "woo-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-integration.png) From the dropdown list that appears, select the trigger, “**A user purchases a product**”. [![Dropdown list of WooCommerce triggers in Uncanny Automator. The user has highlighted the trigger, “A user purchases a product”.](https://automatorplugin.com/wp-content/uploads/2018/10/woo-trigger-user-purchases-product-1024x460.png "woo-trigger-user-purchases-product")](https://automatorplugin.com/wp-content/uploads/2018/10/woo-trigger-user-purchases-product.png) Automator will prompt you to select a trigger condition and a product. Once you’re finished, click **Save**. ### **Step 4: Configure Your Action** Now it’s time to determine what should happen as a result of the trigger event. This is the “action”. In the *Actions* panel, click **Add action** and select **BuddyBoss**. [![Integration selection grid highlighting BuddyBoss among other apps like Brevo, ClickUp, and Campaign Monitor.](https://automatorplugin.com/wp-content/uploads/2018/10/buddyboss-integration.png "buddyboss-integration")](https://automatorplugin.com/wp-content/uploads/2018/10/buddyboss-integration.png) From the dropdown list that appears, select “**Add the user to a group**”. [![Dropdown list of BuddyBoss actions in Uncanny Automator. The user has highlighted the action, “Add the user to a group”.](https://automatorplugin.com/wp-content/uploads/2018/10/buddyboss-action-add-user-to-group-1024x461.png "buddyboss-action-add-user-to-group")](https://automatorplugin.com/wp-content/uploads/2018/10/buddyboss-action-add-user-to-group.png) Automator will prompt you to select a group. Once you’re finished, click **Save**. ### **Step 5: Go Live!** You’re just about ready to cook up some time savings with your first recipe. All that’s left for you to do is toggle the recipe from **Draft** to **Live**. [![Recipe settings panel showing throttle, run limits, user type, creation date, and a green toggle switch labeled Live with an arrow pointing to it.](https://automatorplugin.com/wp-content/uploads/2018/10/automator-recipe-box-live.png "automator-recipe-box-live")](https://automatorplugin.com/wp-content/uploads/2018/10/automator-recipe-box-live.png) That’s it! In just 5 simple steps (and less than 5 minutes), you’ve created a totally FREE automation to help you run your WordPress site. Believe me when I say, this is just the beginning of your time-saving journey. Keep creating more Automator recipes to rack up more time savings and reduce your costs. ## **More Ways to Automate Your WordPress Site** Automations shouldn’t just help you do what you already do. They should open up a world of all new possibilities. New lead generation strategies. New, higher-engagement touchpoints. New product and service offerings. New site features. New revenue streams. To help you get started, here are some great recipe ideas and use cases. ### **Blogging and Content Automations for WordPress** > [Auto Post From WordPress to Social Media: Facebook, Instagram, X, and More](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) > [The Best AI Writing Plugin for WordPress](https://automatorplugin.com/ai-writing-plugin-for-wordpress/) > [How to Auto-Generate AI Images for WordPress with DALL•E](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) ### **eCommerce Automations for WordPress** > [How to Create WooCommerce Discount Popups: Generate Leads & Drive Conversions](https://automatorplugin.com/how-to-create-woocommerce-discount-popups-generate-leads-drive-conversions/) > [WooCommerce Abandoned Cart Recovery: Complete Guide & Best Practices](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) > [Easily Create Automated WooCommerce Reports with Uncanny Automator](https://automatorplugin.com/easily-create-automated-woocommerce-reports-with-uncanny-automator/) ### **eLearning and Membership Automations for WordPress** > [How to Track H5P Content Completions in Google Sheets](https://automatorplugin.com/how-to-track-h5p-content-completions-in-google-sheets/) > [The Top Tutor LMS Automations to Easily Enhance e-Learning Engagement](https://automatorplugin.com/tutor-lms-automations-to-enhance-e-learning-engagement/) ### **The R.I.C.H. Framework** Still looking for ways to automate your WordPress site? Here, at Automator, we’ve developed a framework for identifying tasks you can (and should) be automating. The idea is simple: think **R.I.C.H.:** - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. For example, transactional emails, marketing emails, and inventory management. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. These tasks usually include workflows such as product updates and customer/member onboarding. They can also include popups and customer segmentation. - **Costly:** Tasks that consume significant resources, namely time and money. For example, data entry and lead validation are both costly workflows, primed for automation. - **Hard:** Tasks that are complex and prone to human error. These workflows are usually operational in nature such as data entry and generating sales reports. **Need some help getting started? Install Automator to get the FREE R.I.C.H. framework to maximize your ROI.** ## **Frequently Asked Questions** **What is WordPress automation?** WordPress automation is the process of using plugins like Uncanny Automator to execute workflows without manual intervention. WordPress automation covers everything from marketing and ecommerce automation to performing scheduled site backups. **How do I automate my WordPress site?** To automate your WordPress site, you’ll need a plugin like Uncanny Automator. Begin by installing and activating Automator (navigate to Plugins > Add Plugin and search for “uncanny automator”). Next, create a recipe (a combination of triggers and actions) to automate your desired workflow. **Can I automate WordPress for free?** Yes, you can automate your WordPress site for free! Uncanny Automator Lite is free forever. While Automator Pro gives you access to more triggers, actions, and features, the free version still puts developer-level power at your fingertips, no coding required. **What are the best WordPress automation tools?** WordPress users have plenty of options for automation and integration plugins. Tools like Zapier and IFTTT are popular. However, Uncanny Automator stands out for its flexibility, affordability, and AI-forward approach. **What tasks can I automate in WordPress?** The tasks that you can automate depends on the tools that you’re using. At Automator, we like to say, “integrate everything, automate anything”. That’s a cheeky way of saying that Automator connects all of your favorite apps and plugins and that the limits to what you can automate are entirely up to you. Automator is full of features like filters, delays, file uploads, and powerful addons that empower WordPress site owners and developers to create whatever workflows they want. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [The Ultimate Guide to WordPress Email Tracking](https://automatorplugin.com/the-ultimate-guide-to-wordpress-email-tracking/) **Published:** June 30, 2023 **Author:** Brendan Da Costa **Content:** *Tracking WordPress emails, opens, and clicks doesn’t have to be difficult. In this guide, I’ll give you the tools and no-code know-how for WordPress email tracking.* **TLDR? 100-word Summary** WP Mail SMTP Pro lets you track opens and clicks for every email sent from your WordPress site. Uncanny Automator integrates WordPress email tracking with your other workflows, from custom reporting to event management, and more. In this article, I’ll show you how to: - **track all outgoing WordPress emails**—including order confirmations, password resets, and admin notifications—using **WP Mail SMTP Pro**. - **enable open and click tracking** to measure engagement and troubleshoot delivery issues. - **use Uncanny Automator** to connect WP Mail SMTP Pro with CRMs, Google Sheets, and other plugins for automated reporting and workflows. - **trigger actions on your site** based on email events (e.g., tags contacts in a CRM, add attendees to events, etc.). - **follow best practices** for data retention, privacy compliance, and performance monitoring. **[Get WP Mail SMTP Pro](https://automatorplugin.com/share/wp-mail-smtp-pro/)** to enable reliable tracking >>> **[Get Uncanny Automator](https://automatorplugin.com/pricing)** to automate and extend your email insights >>> Want to know if people actually read your emails? **WordPress email tracking** is your answer! Whether you’re sending password reset emails, order confirmations, or newsletters from your WordPress site, tracking opens and clicks gives you super valuable insights. The good news? Setting up email tracking doesn’t have to be rocket science. In this guide, I’ll walk you through the easiest way to **track your WordPress emails** using two powerhouse plugins that work like magic together. You’ll learn how to see **who opens your emails, which links get clicked, and (here’s the fun part) how to turn those insights into automated workflows** that boost your business. So, what’s the winning combo? - [**WP Mail SMTP Pro**](https://automatorplugin.com/share/wp-mail-smtp-pro/) handles all the tracking so your emails aren’t lost in cyberspace. - [**Uncanny Automator**](https://www.automatorplugin.com/pricing) connects everything together like digital duct tape. Whether you’re running a small business or managing multiple WordPress sites, this setup works beautifully for everyone. Ready to transform those mystery emails into trackable, actionable data? Let’s dive in! p.s., Stick around to the end—I’ve got some tips and tricks for turning boring admin emails into money-making marketing machines. ## **WordPress Email Tracking Setup: 2 Steps (Too Easy)** Here’s the thing about WordPress email tracking: you’ve got tons of options, but most of them miss the mark! Sure, your CRM might track those fancy marketing emails you send out. But what about the behind-the-scenes emails that really matter? You know, the ones your WordPress site sends automatically; welcome emails, password resets, order confirmations, and all those other “invisible” messages that keep your site running smoothly. Plot twist: These admin emails are often MORE important than your newsletters! They’re the emails people actually expect and open. Yet most tracking tools completely ignore them. Enter [**WP Mail SMTP Pro**](https://automatorplugin.com/share/wp-mail-smtp-pro/). [![wp-mail-smtp-plugin-homepage](https://automatorplugin.com/wp-content/uploads/2023/06/1-—-wp-mail-smtp-plugin-homepage.png "wp-mail-smtp-plugin-homepage")](https://automatorplugin.com/wp-content/uploads/2023/06/1-—-wp-mail-smtp-plugin-homepage.png) This plugin doesn’t just handle your regular email delivery (though it does that brilliantly). It also tracks EVERY email your WordPress site sends, including all those admin messages that usually fly under the radar. Plus, it’s designed to be ridiculously user-friendly, so you won’t need a computer science degree to figure it out. Ready to finally see what happens to ALL your WordPress emails? Let’s get WP Mail SMTP Pro set up! ### 1. Install and Activate [WP Mail SMTP Pro](https://automatorplugin.com/share/wp-mail-smtp-pro/) To get started with your email tracking, you’ll need to [install and activate](https://automatorplugin.com/share/wp-mail-smtp-pro/) WP Mail SMTP Pro. After you’ve purchased your license, we recommend following the WP Mail SMTP [Setup Wizard](https://wpmailsmtp.com/docs/how-to-use-the-wp-mail-smtp-setup-wizard/) to ensure that you configure all of your settings correctly. The exact steps will vary depending on your web hosting service and existing CRM (if you have one) but the Setup Wizard will guide you through the process in simple steps. (Note: While you can download the free version of WP Mail SMTP on your WordPress website, you’ll need at least a Pro license in order to make use of features like email logging, tracking and reporting. Throughout this article we’ll be using WP Mail SMTP Pro.) ### **2. Enable Email Tracking** After you’ve completed the setup process, WP Mail SMTP makes it easy to enable tracking for both email opens and clicks. From your WordPress Admin Sidebar, simply navigate to **WP Mail SMTP** > **Settings** and click on the **Email Log** tab. In the new screen, toggle these options to the “On” position: - *Enable Log* - *Open Email Tracking* - *Click Link Tracking* [![WP Mail SMTP Pro “Email Log” settings. The user has toggled on the “Enable Log”, “Open Email Tracking”, and “Click Link Tracking” options and highlighted them.](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-email-log-setting-1024x891.png "wp-mail-smtp-email-log-setting")](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-email-log-setting.png) **WP Mail SMTP will now keep a detailed log of your WordPress email opens and clicks.** At the bottom of the screen, you can choose your desired *Log Retention Period* to determine how long WP Mail SMTP will store your tracking data. Once you’ve selected your *Log Retention Period*, click **Save Settings**. You can now check out your email tracking logs by navigating to **WP Mail SMTP** > **Email Log** from your WordPress Admin Sidebar. [![WP Mail SMTP email log showing columns for subject, sender, recipient, source, mailer, and whether emails were opened or clicked.](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-email-log-1024x892.png "wp-mail-smtp-email-log")](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-email-log.png) That’s it! That’s all there is to setting up WordPress email tracking with WP Mail SMTP. Now all you need is a convenient way to optimize your email tracking and to incorporate it into your existing workflows. And why not expand your CRM’s capabilities while you’re at it! ## **3 Ways to Optimize Your WordPress Email Tracking** As promised, in this section, I’ll walk you through integrating WP Mail SMTP with your other WordPress plugins and apps to optimize your email tracking. I’ll even show you how to turn admin emails into marketing channels with automations that can add tags to your contacts based on their email interactions! ### Install and Activate [Uncanny Automator Pro](https://automatorplugin.com/pricing) To improve your WordPress email tracking and to integrate it into your existing workflows, you’ll need to purchase an [**Automator Pro**](https://automatorplugin.com/pricing/) license. [![](https://automatorplugin.com/wp-content/uploads/2025/10/automator-homepage-1024x660.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/10/automator-homepage.png) Uncanny Automator is the #1 WordPress automation and integration tool. Using simple combinations of triggers and actions, Automator lets you connect your favorite apps and plugins to automate your workflows. For WordPress email tracking, Automator can connect your admin emails directly to apps like [**Google Sheets**](https://automatorplugin.com/share/google-sheets/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) or any other CRM. How does Automator make WordPress email tracking better? - Create custom reports in Google Sheets or Airtable. - Tag and segment users in your CRM based on emails sent from your WordPress site. - Integrate email engagement with other apps/plugins like [**LearnDash**](https://automatorplugin.com/share/learndash), [**WooCommerce**](https://automatorplugin.com/share/woocommerce/), and [**more**](https://automatorplugin.com/integrations). Ready to upgrade your email tracking? [**Get Automator Pro >>>**](https://automatorplugin.com/pricing/) ### **Connect WordPress Emails to Your CRM** Want to unsubscribe, tag, or segment contacts in your CRM from your WordPress emails? A simple Automator recipe lets you do just that, and I’ll walk you through setting it up now. [![Automator recipe for WordPress email tracking that tags a contact in ActiveCampaign if they click on a URL with the string “related-products” in an email with the subject “delivered”.](https://automatorplugin.com/wp-content/uploads/2023/06/tag-contact-in-activecampaign-when-url-email-clicked-recipe-1024x652.png "tag-contact-in-activecampaign-when-url-email-clicked-recipe")](https://automatorplugin.com/wp-content/uploads/2023/06/tag-contact-in-activecampaign-when-url-email-clicked-recipe.png) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the popup window that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, I have named this recipe, “Tag Contact in ActiveCampaign when URL in email is clicked”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WP Mail SMTP Pro**. [![Integration selection grid highlighting WP Mail SMTP Pro among other apps like WooCommerce, WordPress, WPForms, and Zapier.](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-pro-integration.png "wp-mail-smtp-pro-integration")](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-pro-integration.png) From the dropdown list that appears, select **In an email with specific text in the subject, a URL containing a string is clicked**. [![Dropdown list of WP Mail SMTP Pro triggers in Uncanny Automator. The user has highlighted the trigger “In an email with specific text in the subject, a URL containing a string is clicked”.](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-pro-trigger-email-specific-text-subject-url-string-clicked-1024x412.png "wp-mail-smtp-pro-trigger-email-specific-text-subject-url-string-clicked")](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-pro-trigger-email-specific-text-subject-url-string-clicked.png) Automator will prompt you to set the “specific text” and the “string”. This will depend on what specific workflow you’re automating. However, you should use unique text and strings for each workflow. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **ActiveCampaign** or your preferred CRM. [![Integration selection grid highlighting ActiveCampaign among other apps like Airtable, ClickUp, and Brevo.](https://automatorplugin.com/wp-content/uploads/2023/06/activecampaign-integration.png "activecampaign-integration")](https://automatorplugin.com/wp-content/uploads/2023/06/activecampaign-integration.png) From the dropdown list, select **Add a tag to a contact**. [![Dropdown list of ActiveCampaign actions in Uncanny Automator. The user has highlighted the action “Add a tag to a contact”.](https://automatorplugin.com/wp-content/uploads/2023/06/activecampaign-action-add-tag-to-contact-1024x465.png "activecampaign-action-add-tag-to-contact")](https://automatorplugin.com/wp-content/uploads/2023/06/activecampaign-action-add-tag-to-contact.png) (Note: If you haven’t already connected your ActiveCampaign account to WordPress, simply follow the instructions. [You can find a more detailed tutorial here](https://automatorplugin.com/how-to-connect-activecampaign-to-wordpress/) on connecting ActiveCampaign and WordPress.) Automator will present you with a form. First, select the tag that you want to apply to the contact to indicate that they have clicked the URL from your email. Next, we’ll use a *token* (i.e., dynamic data) to fill out the *Email* field. To use a token, click on the **Asterisk** in the field and select the corresponding token. In this recipe, select the **To email** token. [![Dropdown menu under email field showing search tokens with 'Only email tokens' checked and 'To email' highlighted.](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-pro-to-email-token-automator-1024x717.png "wp-mail-smtp-pro-to-email-token-automator")](https://automatorplugin.com/wp-content/uploads/2023/06/wp-mail-smtp-pro-to-email-token-automator.png) Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to connect your CRM to your WordPress emails. All you have to do now is toggle the recipe from **Draft** to **Live**. [![Automator recipe for WordPress email tracking that tags a contact in ActiveCampaign if they click on a URL with the string “related-products” in an email with the subject “delivered”. The recipe is set to “Live”.](https://automatorplugin.com/wp-content/uploads/2023/06/tag-contact-in-activecampaign-when-url-email-clicked-recipe-live-1024x652.png "tag-contact-in-activecampaign-when-url-email-clicked-recipe-live")](https://automatorplugin.com/wp-content/uploads/2023/06/tag-contact-in-activecampaign-when-url-email-clicked-recipe-live.png) That’s it! And that’s just the tip of the iceberg. There are even more ways for you to integrate your WordPress email tracking into your various workflows to boost your marketing, sales, and reporting efforts. ### **Integrate Email Click Tracking Into Your Support and Event Workflows** With Automator, you can turn simple email CTAs into powerful tools that actually execute workflows for you. For example, you can open support tickets in **Fluent Support**, making it easier for your customers to get the help they need. [![Automator recipe for WordPress email tracking that creates a Fluent Support ticket if they click on a URL with the string “support” in an email with the subject “support”.](https://automatorplugin.com/wp-content/uploads/2023/06/create-fluent-support-ticket-from-click-in-wordpress-email-1024x650.png "create-fluent-support-ticket-from-click-in-wordpress-email")](https://automatorplugin.com/wp-content/uploads/2023/06/create-fluent-support-ticket-from-click-in-wordpress-email.png) You can also make it easier to host webinars and meetings, adding attendees to your **Google Calendar** and **Zoom** events from a simple click. [![Automator recipe for WordPress email tracking that adds an attendee to a Google Calendar event if they click on a URL with the string “webinar” in an email with the subject “webinar”.](https://automatorplugin.com/wp-content/uploads/2023/06/add-attendee-to-google-calendar-event-from-email-click-1024x689.png "add-attendee-to-google-calendar-event-from-email-click")](https://automatorplugin.com/wp-content/uploads/2023/06/add-attendee-to-google-calendar-event-from-email-click.png) ### **Create Custom Email Tracking Reports** With all of these different automated workflows, you’ll need a way to create custom reports. WP Mail SMTP Pro has some limited reports. However, once you start to incorporate email tracking into more of your operations, you’ll need more comprehensive reports. [![How to Automatically Track Email Opens in Google Sheets Feature Image](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-Feature-Image.png "How to Automatically Track Email Opens in Google Sheets Feature Image")](https://automatorplugin.com/how-to-automatically-track-email-opens-in-google-sheets/) [**Find out how to create custom email tracking reports in Google Sheets >>>**](https://automatorplugin.com/how-to-automatically-track-email-opens-in-google-sheets/) ## **Best Practices for WordPress Email Tracking** Setting up WP Mail SMTP Pro and Uncanny Automator gives you all the right tools. But how you use them makes all the difference. I’m sure you’re eager to put a lot of what we’ve gone through into practice. But before you do, here are some tips and tricks to make your WordPress email tracking not only accurate but actionable. ### **Track What Matters Most** Not every email deserves the spotlight. Focus your tracking on **critical user interactions**—like password resets, order confirmations, and onboarding sequences. These messages have the highest open rates and offer real behavioral insight. ### **Keep Your Data Clean and Secure** Set a log retention limit (**WP Mail SMTP** > **Settings** > **Email log**) in WP Mail SMTP Pro to avoid cluttering your database. It’s smart to store data only as long as you need it. And always ensure compliance with privacy laws (like GDPR) when tracking opens and clicks. ### **Automate Your Analytics** With Uncanny Automator, you can automatically send tracking data to Google Sheets, your preferred CRM, and any webhook-enabled app. This lets you visualize performance trends without manual exports. For example, set up an Automator recipe that logs each open and click event in a shared spreadsheet. ### **Turn Engagement Into Action** Don’t just watch the numbers—**act on them**. Create Automator workflows that trigger when users click specific links or open certain emails. Send follow-ups, assign CRM tags, or even unlock hidden content based on engagement. ### **Test, Refine, Repeat** Over time, the data that you collect will reveal exactly when and how your users engage best. Use these insights to try different strategies to maximize engagement. ## **Conclusion** With [**WP Mail SMTP Pro**](https://automatorplugin.com/share/wp-mail-smtp-pro/) and [**Uncanny Automator**](https://www.automatorplugin.com/pricing), WordPress email tracking goes from guesswork to growth strategy. You’ll know which emails land, which links get clicked, and how to turn every interaction into an opportunity. From automatic CRM updates to custom Google Sheets reports, these two tools make your data not just visible, but valuable. So go ahead—track smarter, automate faster, and watch your WordPress emails work harder for your business. Until next time, happy automating! ## **Frequently Asked Questions** **What is WordPress email tracking?** WordPress email tracking records when recipients open or click links in emails sent from your site. With plugins like **WP Mail SMTP Pro** and **Uncanny Automator**, you can log delivery details, track engagement, and even generate reports. **How can I track emails in WordPress?** Install and activate **WP Mail SMTP Pro**, then enable the “Open Email Tracking” and “Click Link Tracking” options in its settings. For deeper automation, integrate it with **Uncanny Automator** to log or respond to these events automatically. **Why are my WordPress emails not being tracked?** If tracking isn’t working, check that your emails are being sent through WP Mail SMTP and not your web host’s default PHP mail function. Also, ensure that open and click tracking toggles are enabled. **Can I track WordPress form submissions or WooCommerce emails?** Absolutely. WP Mail SMTP Pro tracks all outgoing emails, including notifications from WooCommerce, form plugins (like **Gravity Forms** or **WPForms**), and membership systems. Automator can then push that data to your CRM or Google Sheets. **Is WordPress email tracking GDPR-compliant?** Yes—if you’re transparent. Always disclose tracking in your privacy policy, limit retention time in WP Mail SMTP’s settings, and anonymize data where appropriate. Use Uncanny Automator to initiate or cancel email sequences and delete user data from your WordPress site. **What’s the best plugin for email tracking in WordPress?** The most reliable combination is **WP Mail SMTP Pro** for tracking and **Uncanny Automator** for integration. Together, they deliver seamless email insights and automated follow-ups—no coding required. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Automate WordPress Backups with Uncanny Automator and Duplicator](https://automatorplugin.com/how-to-automate-wordpress-backups-with-uncanny-automator-and-duplicator/) **Published:** October 9, 2025 **Author:** Brendan Da Costa **Content:** *Protect your site with automated WordPress backups. Pair the data-saving power of Duplicator with the no-code, hands-off simplicity of Uncanny Automator.* [![Illustration of the Uncanny Automator mascot, U-Bot, beside a computer with the WordPress and Duplicator logos beneath an "upload" cloud, showing how to automate WordPress backups.](https://automatorplugin.com/wp-content/uploads/2025/10/automate-wordpress-backups-featured-image.png "automate-wordpress-backups-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/10/automate-wordpress-backups-featured-image.png) Regular backups aren’t just a good idea — they’re absolutely essential for any WordPress site owner who values their data. But let’s be honest: remembering to create manual backups is tedious, and it’s easy to forget when you’re focused on running your business. Here’s what many WordPress users don’t realize: you can automate nearly all of this stress away. When Duplicator teams up with Uncanny Automator, something powerful happens. Your backups run themselves! In this post, I’ll walk you through setting up specific automated backup workflows that combine these two powerful tools. You’ll learn how to create backups that happen exactly when you need them, without lifting a finger. I’m thrilled to share this integration with the Uncanny Automator community. As part of the Duplicator team, I’ve seen firsthand how automation can save time and stress for WordPress site owners! ## Why Automate Your WordPress Backups? Nobody wants to spend their day creating backups manually. Automation puts this critical task on autopilot, freeing you to focus on your business instead of babysitting your backup schedule. We forget things when we’re busy, stressed, or distracted. Automated backups never forget — they run exactly when they’re supposed to, creating a reliable safety net for your site. Bad things happen at the worst possible times. Plugin conflicts, server crashes, security breaches, or accidental deletions can strike without warning. Automated backups ensure you always have a recent restore point, dramatically reducing your risk of permanent data loss. There’s something liberating about knowing your site backs itself up. You can sleep better, update plugins with confidence, and experiment with new features knowing you’re protected. The smartest backup strategy is proactive, not reactive. Why wait for problems to happen? Automated workflows can create backups before potentially risky actions — like major updates or theme changes — giving you an instant rollback option. ## Getting Ready: What You Need for Backup Automation [**Uncanny Automator**](https://automatorplugin.com/pricing) is the #1 automation plugin for WordPress, connecting different plugins and apps to create powerful workflows — no coding required. Think of it as the conductor that orchestrates all your WordPress tools to work together seamlessly. [**Duplicator**](https://duplicator.com/) has been the go-to solution for WordPress backups, migrations, and site cloning for years. It allows you to create custom backups, set up backup schedules, send data to cloud storage, and more. Uncanny Automator can trigger Duplicator backups based on practically any WordPress event you can imagine. Using both these tools, you’ll effortlessly save copies of your data after you get form submissions, activate a theme, receive a new order, or perform another action. For setup, make sure you: - Install and activate both plugins. You’ll need Uncanny Automator Pro for the Duplicator integration. - Create at least one backup with Duplicator to confirm everything works. - If you’re using Duplicator Pro, configure your backup templates and any cloud storage connections you want to use. - Build a simple test recipe in Uncanny Automator to get familiar with triggers and actions. Don’t skip that last step. Understanding how Uncanny Automator recipes work will make the following examples much clearer. ## How to Automate WordPress Backups with Uncanny Automator and Duplicator Ready to put your backups on autopilot? Let’s dive into some practical automations that you can implement right away. ### Start a Backup After a User Submits a Form You’re running a client registration form, collecting detailed project applications, or processing important orders through your WordPress site. The moment someone submits critical information, you want to secure your site data immediately. Forms often represent important business events — new leads, customer orders, membership signups. These are the moments when you want a fresh backup sitting safely in your cloud storage. To run a backup after a form submission, you’ll need to create a new recipe in Uncanny Automator. In your WordPress admin dashboard, go to **Automator**, and click **Add new recipe**. Choose whether this recipe is triggered by anyone on your site, or just logged-in users. [![Uncanny Automator recipe type selector.](https://automatorplugin.com/wp-content/uploads/2025/10/Select-Recipe-Type-1024x1011.png "Select-Recipe-Type")](https://automatorplugin.com/wp-content/uploads/2025/10/Select-Recipe-Type.png) Uncanny Automator easily integrates with WordPress form builder plugins like WPForms. I built a form with WPForms, so I’ll choose that integration trigger. [![Uncanny Automator integrations grid. The WPForms integration tile is highlighted in a red outline.](https://automatorplugin.com/wp-content/uploads/2025/10/WPForms-Automation-1024x901.png "WPForms-Automation")](https://automatorplugin.com/wp-content/uploads/2025/10/WPForms-Automation.png) Now you’ll see new form trigger options. You could trigger a backup when a form is submitted, or when more specific criteria are met. For example, you might only back up your site when a user makes a PayPal payment through your forms. [![WPForms trigger dropdown list for Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2025/10/WPForms-Triggers-1024x450.png "WPForms-Triggers")](https://automatorplugin.com/wp-content/uploads/2025/10/WPForms-Triggers.png) Then, choose which of your forms this trigger applies to and save the trigger. [![](https://automatorplugin.com/wp-content/uploads/2025/10/Order-Form-Trigger-1024x382.png "Order-Form-Trigger")](https://automatorplugin.com/wp-content/uploads/2025/10/Order-Form-Trigger.png) Now click on **Actions** and select the Duplicator integration. [![Uncanny Automator integrations grid. The Duplicator integration tile is highlighted in a red outline.](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Automation-Action-1024x541.png "Duplicator-Automation-Action")](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Automation-Action.png) Choose the **Initiate a backup** action. [![Duplicator actions dropdown list for Uncanny Automator. The action "Initiate a backup" has been highlighted in red.](https://automatorplugin.com/wp-content/uploads/2025/10/Initiate-Duplicator-Backup.png "Initiate-Duplicator-Backup")](https://automatorplugin.com/wp-content/uploads/2025/10/Initiate-Duplicator-Backup.png) Once everything looks good, activate your recipe. From now on, every form submission will automatically create a fresh backup of your site. [![Uncanny Automator recipe to automate WordPress backups upon form submissions.](https://automatorplugin.com/wp-content/uploads/2025/10/Activate-Form-Backup-Recipe-1024x527.png "Activate-Form-Backup-Recipe")](https://automatorplugin.com/wp-content/uploads/2025/10/Activate-Form-Backup-Recipe.png) ### Send a Slack Notification After Completed or Failed Backups Your team needs to know when backups happen, especially if something goes wrong. Instead of logging into WordPress to check your backup status, you can get notifications delivered directly to Slack channels, email, SMS, or even Discord DMs. This approach works particularly well for agencies managing multiple client sites or teams where several people need backup visibility. The beauty of this setup is that you can chain actions together. A single trigger can initiate the backup AND send the notification, creating a complete workflow that keeps everyone informed. As an example, I’ll show you how to automatically send a Slack notification for failed backups. First, create a new recipe and choose the Duplicator trigger **A backup completes with a specific status**. [![Duplicator trigger dropdown list in Uncanny Automator. The trigger "A backup completes with a specific status".](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Backup-Status-Trigger-1024x300.png "Duplicator-Backup-Status-Trigger")](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Backup-Status-Trigger.png) Decide if you want notifications for completed or failed backups. You can set up individual recipes for each trigger if you’d like. [![Duplicator trigger in Uncanny Automator "A backup completes with a specific status". The status "failed with error" is selected.](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Failed-Backup-Trigger-1024x395.png "Duplicator-Failed-Backup-Trigger")](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Failed-Backup-Trigger.png) Next, add a new action and choose the Slack integration. You can message a specific user, create a channel, or send a message to a channel. [![Dropdown list of Slack actions in Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2025/10/Slack-Automation-Action-1024x399.png "Slack-Automation-Action")](https://automatorplugin.com/wp-content/uploads/2025/10/Slack-Automation-Action.png) For this tutorial, I’m sending backup failure messages to a specific user. Choose the Slack user you want to receive backup status messages. In the **Message** section, click on the \* icon and expand the trigger dropdown. Select **Status**. [![Draft of an automated Slack message in Uncanny Automator. The user has included the Duplicator token "Status" to notify the recipient about an automated WordPress backup.](https://automatorplugin.com/wp-content/uploads/2025/10/Slack-Backup-Status-Message-1024x1003.png "Slack-Backup-Status-Message")](https://automatorplugin.com/wp-content/uploads/2025/10/Slack-Backup-Status-Message.png) Save the action and make it live. Now you’ll receive Slack notifications for backup statuses! [!["Backup complete" message in Slack from Uncanny Automator app.](https://automatorplugin.com/wp-content/uploads/2025/10/Backup-Complete-Slack-Status-1024x410.png "Backup-Complete-Slack-Status")](https://automatorplugin.com/wp-content/uploads/2025/10/Backup-Complete-Slack-Status.png) ### Back Up New Customer Information Your online store contains valuable customer and sales data that’s constantly growing. Every completed purchase adds new information to your database like customer details, payment records, and licensing information. Losing this data can be devastating for your business. Automated backups after each sale ensure you never lose critical revenue data. To do this, you can use your e-commerce plugin to activate a trigger. I’ll use Easy Digital Downloads, but this applies to WooCommmerce, MemberPress, and other plugins. [![An Uncanny Automator recipe to automate a WordPress backup when a customer purchases a EDD download.](https://automatorplugin.com/wp-content/uploads/2025/10/New-Customer-Backup-Automation-1024x488.png "New-Customer-Backup-Automation")](https://automatorplugin.com/wp-content/uploads/2025/10/New-Customer-Backup-Automation.png) Add a backup action for the e-commerce trigger. Save and activate the automation. For stores with high transaction volumes, you might only create backup triggers for high-value purchases. This way, you won’t slow down your server with constant backups. This automation ensures your growing customer and sales database is protected automatically, letting you focus on growing your business instead of worrying about data loss. ### Bonus Tips for Your Automated Backups Duplicator Pro includes its own built-in scheduled backup system that works independently of these event-triggered automations. Consider setting up regular daily or weekly backups, alongside event-based backups. [![Scheduled automated WordPress backups in Duplicator.](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Scheduled-Backups.png "Duplicator-Scheduled-Backups")](https://automatorplugin.com/wp-content/uploads/2025/10/Duplicator-Scheduled-Backups.png) This gives you comprehensive coverage — consistent time-based protection plus smart event-driven backups when important things happen on your site. I’d also recommend testing your backups. Set aside time regularly to test restoring your automated backups. Make sure they actually work and contain everything you expect. Automated backups can accumulate quickly, especially if you have multiple triggers running. Keep an eye on your storage space (both local and cloud) and configure Duplicator’s automatic cleanup features to manage older backups intelligently. [![Max backups setting in Duplicator. The user has capped backups at 10.](https://automatorplugin.com/wp-content/uploads/2025/10/Max-Backups.png "Max-Backups")](https://automatorplugin.com/wp-content/uploads/2025/10/Max-Backups.png) ## Frequently Asked Questions (FAQs) **What if my website is on a server with limited resources?** Start conservatively with your automation triggers. Instead of backing up after every form submission, consider combining triggers or using time delays. Schedule your automations during your site’s lowest traffic periods, and consider using cloud storage to reduce local server storage demands. **How can I test these automation recipes safely?** To test your automation recipes, migrate a copy of your site to a staging area with Duplicator Pro. Set up your recipes on the staging site where you can trigger them safely without affecting your live site. Test each trigger individually before combining multiple actions. You can also start with simple actions, then gradually add the backup actions once you’re confident the triggers work correctly. **Where can I get support if I run into issues setting these up?** Both Duplicator and Uncanny Automator have excellent support systems. You can reach them through their company websites or WordPress.org plugin support forums. If you’re dealing with integration issues between the two plugins, don’t hesitate to reach out to both support teams. **How do I prevent my storage from filling up with too many automated backups?** Duplicator Pro includes automatic cleanup features that can delete older backups based on your retention rules. You can set it to keep only the last X number of backups. This works with both local and cloud storage destinations. **What’s the difference between scheduled backups in Duplicator and trigger-based backups with Uncanny Automator?** Duplicator’s built-in scheduling runs backups at regular time intervals (hourly, daily, weekly, or monthly). Uncanny Automator’s triggers create backups based on specific events or actions on your site. Both approaches are valuable. Scheduled backups ensure regular protection, while event-triggered backups capture your site at critical moments when changes happen. ## Final Thoughts With Uncanny Automator and Duplicator, you’ll create a backup system that thinks ahead, responds to your site’s activity, and removes human error from your data protection strategy. Instead of backups being a chore you have to remember, they become an intelligent response system that protects your site exactly when protection matters most. I encourage you to **[try out Duplicator Pro](https://duplicator.com/pricing/)** to better manage your site’s backups and migrations. It supports automatic backups, one-click restores, drag-and-drop migrations, and other helpful data protection features! I’d love to hear about your own automation ideas or answer any questions you have about these workflows. Drop a comment below and let’s discuss how you’re planning to automate your backup strategy. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Create WooCommerce Discount Popups: Generate Leads & Drive Conversions](https://automatorplugin.com/how-to-create-woocommerce-discount-popups-generate-leads-drive-conversions/) **Published:** October 2, 2025 **Author:** Brendan Da Costa **Content:** *WooCommerce discount popups are a great way to generate leads and drive conversions with a single workflow. I’ll take you through the process step-by-step and share some tips for maximizing your engagement and conversion rates.* ![Illustration of Automator mascot, U-Bot, with laptop showing 'Limited Offer' banner, alongside text 'How To Create Discount Popups' for creating WooCommerce discount popups.](https://automatorplugin.com/wp-content/uploads/2025/10/how-to-woocommerce-discount-popup-featured-image.png "how-to-woocommerce-discount-popup-featured-image") Do you want to **make a discount popup for your WooCommerce store** like any of the ones below? ![StackSocial disocunt popup featuring a 15% off graphic on the left with different tech items and a single email field on the right with the CTA "GET MY DISCOUNT".](https://automatorplugin.com/wp-content/uploads/2025/09/stacksocial-discount-popup-300x206.png) ![Banana Republic discount popup featuring an image of a couple on the left and an offer of 15% off for joining the email list.](https://automatorplugin.com/wp-content/uploads/2025/09/banana-republic-discount-popup-300x179.png) ![The Brick discount popup featuring an image of a furnished living room on the left with an offer in big red text to get "$25 OFF" your next order and a single email field with the CTA "SIGN UP".](https://automatorplugin.com/wp-content/uploads/2025/09/the-brick-discount-popup-300x229.png) ![The Gap discount popup featuring an image of a couple on the left and an offer of 30% off for joining the email and text list.](https://automatorplugin.com/wp-content/uploads/2025/09/the-gap-discount-popup-300x152.png) If so, you’ve come to the right place. In this guide, I’ll show you how to set up WooCommerce discount popups that not only look great but also deliver real results. More subscribers, more first-time buyers, and a healthier email list. All without custom code or crazy development costs. Just clicks and conversions. By the end of this guide, you’ll know: - why **discount popup campaigns generate more leads** and drive more conversions, - how to **design a discount popup in WordPress** with OptinMonster, - how to **generate and email unique coupons** with WooCommerce + Uncanny Automator, and - some **insider tips and tricks for maximizing WordPress popup conversions**. Here’s what you’ll need: - [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) to design popups and campaigns and collect leads - [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) to serve as your ecommerce platform - [**Uncanny Automator**](https://automatorplugin.com/pricing) to connect everything and automate your introductory offers Ready to turn pageviews into profit? Let’s get started. ## **Why Use WooCommerce Discount Popups to Collect Leads** Popups aren’t just a gimmick—they work. Here’s why discount popups are one of the most effective lead-generation strategies for WooCommerce stores: - **Popups convert visitors into subscribers.** On average, [**popups convert 3%-5%**](https://popupsmart.com/blog/why-popups-convert-with-statistics?), with some campaigns converting **between 9%-11%**. That might not sound like a lot, but if you have 10,000 monthly site visitors, that’s **300+ new leads every month**! - **Email marketing delivers high ROI.** Email marketing returns about [**$36 per $1**](https://www.litmus.com/resources/email-marketing-roi) of investment. Combine that with your hundreds of new leads, and the gains start to rack up. - **Coupons influence buying.** [**Two-thirds of consumers**](https://www.prnewswire.com/news-releases/retailmenot-survey-deals-and-promotional-offers-drive-incremental-purchases-online-especially-among-millennial-buyers-300635775.html) have made an unplanned purchase due to a coupon. Similarly, **80% of consumers** feel encouraged to make a **first-time** purchase when they find an offer. - **Offers reduce cart abandonment.** Timely incentives can [**reduce cart abandonment**](https://baymard.com/lists/cart-abandonment-rate). In case an introductory offer didn’t get the job done, [find out how Uncanny Automator can help you recover abandoned carts in WooCommerce](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/). - **Unique codes protect your margins and keep your campaigns clean.** Single-use codes reduce sharing, [protect promos](https://martechrecord.com/analysis-and-opinion/why-coupon-code-aggregators-are-costing-you-more-than-just-revenue/), and [enable clear channel-level attribution](https://us.upsellit.com/blog/why-unique-coupon-code-are-important/). In summary, WordPress discount popups give you a cost-effective way to capture leads, convert browsers into buyers, and protect your store’s bottom line. Now that we know why WooCommerce discount popups are essential ecommerce tools, I’ll show you how to build one. ## How to Create a WooCommerce Discount Popup: [OptinMonster](https://automatorplugin.com/share/optinmonster/) + [Automator](https://automatorplugin.com/pricing) All you need to **create a WooCommerce discount popup is OptinMonster and Uncanny Automator**. OptinMonster handles **the popup campaign** while Automator integrates the popup with your WooCommerce store to **generate and email unique coupons** for your new subscribers. ### **Step 1: Create a New OptinMonster Campaign** First, we’ll create a discount popup campaign with OptinMonster. [**Don’t have OptinMonster yet? Get this monster on your site >>>**](https://automatorplugin.com/share/optinmonster/) From your WordPress Admin Dashboard navigate to **OptinMonster** > **Campaigns** and click **Add new**. [![OptinMonster dashboard showing 'You don't have any campaigns yet' with an arrow pointing to the 'Add New' button to create a campaign.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-add-new-campaign-1024x513.png "optinmonster-add-new-campaign")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-add-new-campaign.png) ### **Step 2: Select a Campaign Type and Template** OptinMonster has tons of great templates to help you create campaigns faster. When the “Create New Campaign” modal appears, click **Templates**. [![OptinMonster “Create New Campaign” screen showing options to start with Templates or Playbooks for customizable marketing campaigns.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-templates-1024x767.png "optinmonster-templates")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-templates.png) Next, select the campaign type **Popup**. [![OptinMonster campaign type selection screen showing options for Popup, Floating Bar, Fullscreen, Inline, Slide-in, and Gamified, with Popup selected.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-campaign-type-1024x305.png "optinmonster-campaign-type")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-campaign-type.png) Choose from any number of the available templates. Both the “Get a Discount Code” and the “Get a Coupon Code” templates are great options to start with. [![OptinMonster template selection screen highlighting 'Get a Discount Code' and 'Get a Coupon Code' featured campaign options.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-templates-get-coupon-code-and-discount-code-1024x880.png "optinmonster-templates-get-coupon-code-and-discount-code")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-templates-get-coupon-code-and-discount-code.png) Name your campaign then click **Start building**. ### **Step 3: Design Your Discount Popup** First, you’ll get to design your popup. This is where you can channel your creativity and brand voice to create something that will get your audience’s attention. **[↓ Need some help with the design? Jump ahead to the “Dos and Don’ts”. ↓](#dos-and-donts "↓ Need some help with the design? Jump ahead to the “Dos and Don’ts”. ↓")** The only block that you must include in your popup’s design is the **Fields** block. (This enables “Integrations” later on.) [![OptinMonster campaign builder showing Fields block being dragged to create a 15% off discount popup with email signup form.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-fields-block-1024x691.png "optinmonster-fields-block")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-fields-block-scaled.png) Once you’re happy with the design of your popup, it’s time to decide who sees your campaign, when, and where. ### **Step 4: Set the Display Rules** Deciding who sees your popup, when, and where on your site will depend on your business’ audience and workflows. Generally speaking, however, WooCommerce discount popups work best when: - they are shown to **new site visitors**, - they are shown **5-7 seconds after a guest lands on a page**, and - they are shown **only on strategic pages** (homepage, product pages, category pages, key landing pages). Given these best practices, your display rules might look something like this: [![Display rules configuration for an OptinMonster popup showing conditions for new visitors spending 5+ seconds on homepage or shopping pages.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-display-rules-optin-view-1024x477.png "optinmonster-display-rules-optin-view")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-display-rules-optin-view.png) **[↓ Not sure about your display rules? Jump ahead for some tips and tricks. ↓](#best-practices "↓ Not sure about your display rules? Jump ahead for some tips and tricks. ↓")** Click the **Done** button to move on to what happens once your popup is shown. Under *Cookie Settings*, set the following conditions: - If it is converted, show it again… **never, or until browser cookies are cleared**. - If it is closed, but not converted, show it again… **on their next visit to the site**. [![Cookie settings panel in OptinMonster showing options for campaign redisplay: never show after conversion, show on next visit if closed.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-cookie-settings-1024x364.png "optinmonster-cookie-settings")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-cookie-settings.png) Once you’re finished, click **Done** one more time and review the summary of your display rules. ### **Step 5: Configure Your Integrations** In this step, we’ll connect OptinMonster to Uncanny Automator so you can automatically send coupon codes to your new subscribers. [**Don’t have Automator yet? What are you waiting for… a popup? >>>**](https://www.automatorplugin.com/pricing) Open a new browser tab and navigate to your WordPress Admin Dashboard. From there, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) You may want to give your recipe (that’s what Automator calls its automations) a name that’s easy to recognize at a glance. For example, I’ve named this recipe “WooCommerce Discount Popup with OptinMonster”. In the *Trigger* panel, from the menu of available integrations, select **OptinMonster**. [![Uncanny Automator integration grid. The OptinMonster integration card is highlighted among other WordPress plugin integrations.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-integration-1024x711.png "automator-optinmonster-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-integration.png) From the dropdown list that appears, select **Receive data from OptinMonster webhook**. [![Uncanny Automator OptinMonster trigger dropdown list. The trigger “Receive data from OptinMonster webhook” is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-triggers-dropdown-1024x232.png "automator-optinmonster-triggers-dropdown")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-triggers-dropdown.png) **Copy** the Webhook URL. [![Uncanny Automator webhook URL field for OptinMonster with copy button highlighted, showing auto data format setting.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-copy-webhook-url-1024x522.png "automator-copy-webhook-url")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-copy-webhook-url.png) Return to the OptinMonster tab and click **Add new integration**. [![OptinMonster integration settings showing 'Add a New Integration' button highlighted with an arrow pointing to Monster Leads configuration form.](https://automatorplugin.com/wp-content/uploads/2025/09/optin-monster-add-new-integration-1024x416.png "optin-monster-add-new-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/optin-monster-add-new-integration.png) Under *All Integrations*, select **Webhook**. [![OptinMonster integrations grid. The “Webhook” card is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-webhook-integration-1024x541.png "optinmonster-webhook-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-webhook-integration.png) In the dropdown that appears, select **Add New Webhook**, then create a new Webhook Account Name and **paste the Webhook URL** into the Webhook URL field. [![Webhook integration setup dialog for OptinMonster showing account name 'Uncanny Automator Triggers' and webhook URL field with Connect to Webhook button.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-new-webhook-1024x697.png "optinmonster-new-webhook")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-new-webhook.png) **Important:** Before you click **Connect to Webhook**, return to your Automator tab and click **Get samples** at the bottom of the *Trigger* panel. [![Uncanny Automator webhook response configuration with Default, Custom, and Callable function options. Arrow points to the 'Get samples' button for testing responses.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-webhook-get-samples-1024x389.png "automator-webhook-get-samples")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-webhook-get-samples.png) Within 60 seconds, return to your OptinMonster tab and click **Connect to Webhook**. Once the connection is successful, you can return to your Automator tab where you’ll see a modal with the results of the test. [![Sample data from OptinMonster webhook “Fields” block, showing “lead/email”, “lead/firstName”, “lead/lastName” amongst others with a button saying “Use these fields”.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-sample-optinmonster-webhook-data.gif "automator-sample-optinmonster-webhook-data")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-sample-optinmonster-webhook-data.gif) Click **Use these fields** then click **Save**. Your completed Automator trigger will look like this: [![“Receive data from OptinMonster webhook” trigger in Ucanny Automator. The trigger is “Live”.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-trigger-receive-data-from-webhook-live-1024x344.png "automator-optinmonster-trigger-receive-data-from-webhook-live")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-trigger-receive-data-from-webhook-live.png) ### **Step 6: Launch Your Campaign** Return to your OptinMonster tab and publish your campaign. [![OptinMonster publish settings showing Draft, Publish, and Schedule options with an arrow pointing to the Publish button and campaign summary panel.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-publish-campaign-1024x514.png "optinmonster-publish-campaign")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-publish-campaign.png) (Note: [You can test your OptinMonster campaigns](https://optinmonster.com/docs/how-to-enable-test-mode/) prior to launching them to make sure everything looks exactly the way you want.) ### **Step 7: Automatically Email WooCommerce Discount Coupons** We’re just about done configuring our WooCommerce discount popups. All that’s left for us to do is to set up the actual discount coupons that we’ll be sending out to new subscribers. **Return to your Automator tab** and the recipe editor. In the *Actions* panel, click **Add action** and select **Woo**. [![Grid of WordPress integrations for Uncanny Automator. The highlighted icon in the center reads “Woo” in purple, representing WooCommerce.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration-1024x703.png "woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration.png) From the dropdown list that appears, select **Generate and email a coupon code**. [![Dropdown list of Uncanny Automator actions for WooCommerce. The user has highlighted the action “Generate and email coupon code”.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code-1024x439.png "woo-action-generate-email-coupon-code")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code.png) Automator will present you with a form to configure your discount offer. Set the: - discount type, - coupon amount, - expiry date, - minimum and maximum qualifying spends, - specific products, - product categories, - usage limits, - and more. In the *To* field, we’re going to use a [*token*](https://automatorplugin.com/knowledge-base/managing-tokens/) to select the email address that your site visitor entered in the OptinMonster popup. To use this token, click the **Asterisk** in the *To* field and select the token with the label “**lead/email**” in it. [![Email token selection interface in Uncanny Automator showing OptinMonster webhook trigger with 'Field#1 lead/email' token highlighted for insertion.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-lead-email-token-1024x703.png "automator-optinmonster-lead-email-token")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-optinmonster-lead-email-token.png) Next, draft your email. Make sure that your email includes: - **A catchy and high-energy subject line** that references your new subscriber’s action of signing up. - **The coupon code.** By default, Automator will include the “coupon\_code” token in the *Email body* field. However, you can add it yourself by clicking the asterisk or typing {{coupon\_code}}. - Some copy that **reinforces the value of subscribing** to your newsletter. - The **important details of your discount offer**, such as an expiration, product/product category restrictions, etc. Here’s what a simple, straightforward email might look like: [![Email editor showing a sample WooCommerce discount coupon message. The email includes a thank you, the coupon code, some details about the offer, and a message to stay tuned.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-discount-popup-email-sample-666x1024.png "woocommerce-discount-popup-email-sample")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-discount-popup-email-sample.png) Once you’ve drafted your email, click **Save**. Want some help branding your WordPress emails? [**Check out this guide for designing stunning WordPress emails with a FREE plugin >>>.**](https://automatorplugin.com/wordpress-email-branding/) ### **Step 8: Automatically Send Discount Coupons** All you have to do now is toggle your recipe from **Draft** to **Live**. [![WooCommerce discount popup automation showing OptinMonster webhook trigger and WooCommerce coupon generation action. The automation is “Live”.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-woocommerce-discount-popup-recipe-live-1024x607.png "automator-woocommerce-discount-popup-recipe-live")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-woocommerce-discount-popup-recipe-live.png) That’s it! You’ve just set up an automated workflow for WooCommerce discount popups. 1. **OptinMonster** will run your campaign and collect your leads. 2. **Uncanny Automator** will generate and email the discount coupon to your new subscribers. But you don’t have to stop there. Both OptinMonster and Uncanny Automator connect to your favorite CRMs, such as [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), [**Drip**](https://automatorplugin.com/share/drip/), and many more. Add a secondary action to [**connect WooCommerce to HubSpot**](https://automatorplugin.com/connect-woocommerce-to-hubspot/) with Automator and begin growing your list and segmenting your leads right away. [![Automator actions showing WooCommerce “Generate and email a coupon code” and HubSpot “Create/Update a contact in HubSpot”, both set to Live.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-hubspot-actions-1024x617.png "woo-hubspot-actions")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-hubspot-actions.png) Do you want even better open and engagement rates? [**Send your introductory discount offers to your subscribers via WhatsApp for 90%+ open rates >>>**](https://automatorplugin.com/woocommerce-whatsapp-integration-social-commerce-made-easy-with-automator/)**.** ## **The Dos and Don’ts of Designing Discount Popups** Not all discount popups are created equal. Sometimes, the difference between a popup that converts and one that simply annoys site visitors is the design. To make sure that your popup is irresistible—not irritating—follow these design rules. ### **✅ Do Highlight the Offer Prominently** Use large, bold text to clearly communicate the introductory offer. Most site visitors will close a popup before reading it, but a prominently displayed offer can arrest their attention. [![Bed Bath & Beyond discount popup offering 20% off with outdoor patio furniture and plants in the background. The text “Save 20% OFF is prominently displayed.](https://automatorplugin.com/wp-content/uploads/2025/09/bed-bath-and-beyond-discount-popup-offer-highlight-1024x568.png "bed-bath-and-beyond-discount-popup-offer-highlight")](https://automatorplugin.com/wp-content/uploads/2025/09/bed-bath-and-beyond-discount-popup-offer-highlight.png) For example, this discount popup from Bed Bath & Beyond uses a different font color, bold text, and all caps to communicate an offer of “20% OFF”. ### **✅ Do Use High Contrast for Visibility** High contrast helps your offer and CTA stand out and draws your site visitors’ eyes to the key information they need. ### **✅ Do Limit Form Fields** Every campaign you run should serve a single purpose and therefore, should have a single form field. Discount popups serve the sole purpose of turning first-time site visitors into email subscribers and, hopefully, shoppers. All you need for that is an email. ### **✅ Do Maintain Brand Consistency** Align the popup with your store’s branding (fonts, colors, etc.) so it feels like part of the experience, not a distraction from it. [![OptinMonster exit-intent popup with the mascot in the corner and a headline about cart abandonment and trust badges showing growth results.](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-exit-intent-popup-1024x553.png "optinmonster-exit-intent-popup")](https://automatorplugin.com/wp-content/uploads/2025/09/optinmonster-exit-intent-popup.png) OptinMonster’s own exit intent popup, for example, uses a sans serif font and bright green to maintain brand consistency and meet industry expectations. The content itself is also on-brand; playful yet metrics-driven for a conversion-focused marketing tool. ### **✅ Do Think About Mobile Responsiveness** You might have built your discount popup campaign on a desktop device. However, chances are your site visitors will see it on a mobile device. That’s because [**nearly 75% of all ecommerce sales are made on a mobile device**](https://www.statista.com/topics/871/online-shopping/). Keep that in mind when designing your popups. ### **❌ Don’t Write a Novel** Keep the content in your discount popup short and punchy. Big blocks of text will likely turn site visitors off. If you have to communicate lots of details, provide links to posts, pages, and other long form content in your popup. Which brings us to the next definite don’t… ### **❌ Don’t Forget About Privacy and Terms and Conditions** Provide links to your privacy policy and terms and conditions in your popup. This lets your site visitors know that you have standards and practices around the protection of their data. You can also update your terms and conditions to let your site visitors know the details of your offer, such as cart minimums/maximums, excluded product(s), expiration dates, etc. ### **❌ Don’t Sacrifice Function for Form** Popups should be visually striking—but only to serve a purpose. Make sure that your discount popups use legible, easy-to-scan fonts, and high-contrast colors. ## **Best Practices, Tips & Tricks** So, you’ve designed a stunning discount popup that follows all of the “dos” and none of the “don’ts”… but it’s still not converting. Why? There’s more to a successful WooCommerce discount popup campaign than meets the eye. Follow these best practices to ensure that your campaign is as effective as it can be at driving conversions. - **Trigger at 5-7 seconds:** Give your visitors a little time to see the landing page. The popup will give them a reason to click deeper into your site before they bounce. Think of it like offering a window shopper a reason to enter the store; something caught their eye, and a discount catches their attention. - **Test different triggers:** Maybe your audience is a little different. Try using different triggers (scroll depth, exit intent, etc.) to adapt your campaign to your site visitors’ behavior. - **Use single use coupons:** Automator lets you set very specific usage restrictions on the coupons you generate. Set a usage limit of one and restrict the authorized email at checkout to the same email from the OptinMonster popup. - **Use urgency and scarcity:** Use time-limited coupons or only offer a limited number of coupons by restricting how many times the Automator recipe will run. This will encourage site visitors to sign up for a limited offer that feels exclusive and encourage them to actually use it. - **Protect your margins:** Set minimum spends and/or restrict the discount offer to specific products and/or product categories. If you do offer a storewide discount without restrictions, make it modest. - **Use segmentation:** Segmentation can start right away. Tag and segment your new subscribers based on the landing page and any other available data to get a better idea of who your newest subscribers are. [![Infographic with tips for creating a WooCommerce discount popup, including triggers, urgency, testing, protecting margins, single-use coupons, and segmentation.](https://automatorplugin.com/wp-content/uploads/2025/10/discount-popup-infographic-1024x576.png "discount-popup-infographic")](https://automatorplugin.com/wp-content/uploads/2025/10/discount-popup-infographic.png) ## **Frequently Asked Questions** **What’s a good conversion rate for a newsletter popup / email subscription popup?** On average, popups convert 3%–5% of visitors into subscribers, with the best campaigns reaching 9%–11%. If you’re within that range, your popup is performing well. **When should my discount popup appear?** Discount popups generally work best when they appear 5–7 seconds after a new visitor lands on your site. This gives them a moment to orient themselves before seeing your offer. Exit-intent triggers and scroll-depth triggers are also worth testing. **Where should I show a coupon code popup—home, product, or cart pages?** Strategic placement is key. Popups typically perform best on high-traffic, high-intent pages: the homepage, product/category pages, and landing pages. Test different placements to find what resonates with your audience. **Are newsletter popups GDPR-compliant?** Yes—if you design them properly. Make sure to include links to your privacy policy and terms directly in the popup and clearly state how subscriber data will be used. This protects your business and reassures visitors. Uncanny Automator can add and delete users from your WordPress site and most of the popular CRMs. **Should my discount popup offer a % off or a fixed dollar amount?** Both work, but the choice depends on your strategy. A percentage discount (like 10% off) scales well across product ranges, while a fixed amount (like $10 off) may feel more tangible to customers with smaller carts. Many stores start with a modest percentage-based discount. **How do I stop discount popups from annoying existing subscribers or customers?** Set display rules in your popup tool. Suppress popups for logged-in or returning customers or recent subscribers. OptinMonster gives you control over cookies in a user-friendly interface so the same popup won’t reappear after someone has closed or converted. **How can I automatically send a unique coupon code after someone subscribes (so it doesn’t leak on coupon sites)?** Use Uncanny Automator with WooCommerce. Automator can generate single-use coupon codes and email them instantly to each new subscriber captured by your popup. This prevents codes from being shared and keeps tracking clean. ## **Conclusion** Hopefully I’ve convinced you that WooCommerce discount popups are one of the simplest yet most effective ways to **grow your email list and drive conversions**. When designed well and backed by automation, they’re not just attention-grabbers—they’re profit drivers. Together, we created an **OptinMonster** popup campaign that is polished and on-brand and ready to capture leads. We then walked through using **Uncanny Automator** to integrate your popup campaign with your WooCommerce store to deliver unique coupons. And the conversion-optimizing doesn’t have to stop there. Did you know that you can use Uncanny Automator for WooCommerce abandoned cart recovery? [![Uncanny Automator mascot, U-Bot, holding a megaphone with WooCommerce, cart, and reminder icons, alongside text “How To Setup Abandoned Cart Reminders,” promoting WooCommerce abandoned cart recovery automation.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-abandoned-cart-recovery-featured-image.png "woocommerce-abandoned-cart-recovery-featured-image")](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) [**Show me how to recover my abandoned carts >>>**](https://automatorplugin.com/woocommerce-abandoned-cart-recovery/) With what you’ve learned in this post, high-quality leads and better conversion rates are in your future. Don’t forget to subscribe to our mailing list for more WordPress and ecommerce automation guides. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Automator 6.9: Asana, GitHub, & Remote Work Automations You’ll Love](https://automatorplugin.com/automator-6-9-asana-github-remote-work-automations-youll-love/) **Published:** September 24, 2025 **Author:** Brendan Da Costa **Content:** *Make remote work as seamless as sitting in an office. Automator’s 6.9 release includes new WordPress integrations for Asana and GitHub, along with a long list of event and ecommerce expansions.* [![Uncanny Automator 6.9 release featured image, showing the Asana and GitHub icons as new integrations.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-6-9-release-featured-image.png "automator-6-9-release-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-6-9-release-featured-image.png) We’re thrilled to announce **Uncanny Automator 6.9** is here! And it’s packed with powerful new integrations and features designed to **make remote work as seamless as can be**. From managing your team and projects with [**Asana**](https://automatorplugin.com/share/asana/) to simplifying your development workflows with [**GitHub**](https://automatorplugin.com/share/github/), this is the update that you’re looking for. In addition to these new integrations, the 6.9 release comes with significant expansions to existing integrations such as [**Woo Bookings**](https://automatorplugin.com/share/woocommerce-bookings/), [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/), and [**Google Calendar**](https://automatorplugin.com/share/google-calendar/). Scheduling meetings across time zones, creating detailed booking reports, and more just got easier! If your team works remotely or in a hybrid environment, you’ll want to dig into this release. Let’s talk about what’s new! ## New Integration: [Asana](https://automatorplugin.com/share/asana/) Need some help tracking and managing your projects and coordinating work with your remote team members? Automator’s 6.9 release brings the efficiency of automation to the convenience of **[Asana’s](https://automatorplugin.com/share/asana/)** project management features. The result? A work-from-home solution that will have your productivity leaping out of its sweatpants. [![](https://automatorplugin.com/wp-content/uploads/2025/09/automator-asana-integration-1024x415.png "automator-asana-integration")](https://automatorplugin.com/share/asana/) **New Asana Triggers:** - A comment is added to a task in a specific project (Pro) - A custom field of a task is set to a specific value (Pro) - An approval task is set to a status (Pro) - A task is created in a specific project (Pro) - A task is updated in a specific project (Pro) Update your team on **Slack**, **Microsoft Teams** or another messaging platform to keep them up-to-speed in real time. Log changes and progress to shared Google Sheet worksheets or execute actions on your WordPress site. **New Asana Actions:** - Add a comment to a task in a specific project - Add a tag to a task in a specific project - Create a task in a specific project - Get details from a task - Remove a tag from a task in a specific project - Update a specific task in a specific project - A comment is added to a task in a specific project (Pro) - A custom field of a task is set to a specific value (Pro) - An approval task is set to a status (Pro) - A task is created in a specific project (Pro) - A task is updated in a specific project (Pro) From automatically creating tasks from support tickets, to scheduling and tracking content updates and beyond, Automator helps your team keep the ball rolling, no matter where they are working. Create and manage tasks without adding to your daily administrative workflows so you can focus on getting the job done. ## New Integration: [GitHub](https://automatorplugin.com/share/github/) To all the software developers out there, we made a **[GitHub](https://automatorplugin.com/share/github/)** integration for WordPress so you don’t have to. This integration is a game-changer for teams managing code repositories, tracking issues, and coordinating releases. Keep your developers (or even your customers) on top of the latest features, fixes, and glitches. Whether you’re developing a plugin of your own or making the next big app to go viral in the app store, Automator is going to help you make it happen. [![](https://automatorplugin.com/wp-content/uploads/2025/09/automator-github-integration-1024x416.png "automator-github-integration")](https://automatorplugin.com/share/github/) **New GitHub Triggers:** - A pull request is merged in a repository (Pro) - A pull request is opened in a repository (Pro) - A push is made to a repository (Pro) - A release is published in a repository (Pro) - An event occurs in a repository (Pro) - An issue is created in a repository (Pro) **New GitHub Actions:** - Add a comment to an issue or pull request in a repository - Add a label to an issue or pull request in a repository - Add a release tag to a branch - Remove a label from an issue or pull request in a repository Connect WordPress with your GitHub repositories to bridge the gap between your website and your development process. Automatically create issues from form submissions or trigger actions in WordPress when pull requests are merged or releases are published. You could even integrate your GitHub repository with **[OpenAI](https://automatorplugin.com/share/openai/ "OpenAI")** or another AI platform to draft plain text release updates. ## New Features: [Google Calendar](https://automatorplugin.com/integration/google-calendar/) and [Woo Bookings](https://automatorplugin.com/integration/woocommerce-bookings/) Working remotely is convenient for the whole team… until you have to try and schedule a meeting. Even if you work in the office next to your colleagues, getting everyone’s calendars to align is challenging. **Unless you can just automate the whole process.** Automator has several new tokens for both Google Calendar and Woo Bookings to make coordinating with your team and clients much easier. **Google Calendar: Add an event to a Google Calendar** (action tokens): - Event ID - Event link - Event start time - Event end time - Calendar ID - Add to Google Calendar URL - Add to Google Calendar anchor link - Add to Apple Calendar URL - Add to Apple Calendar anchor link - Add to Outlook URL - Add to Outlook anchor link - All calendar platform links **Woo Bookings** (trigger tokens): - Booking product ID - Booking duration type - Booking duration - Booking duration unit - Booking duration (in minutes) - Booking timezone - Booking start date - Booking start time - Booking end date - Booking end time - Booking product tags - Booking product categories ## **The Easy Digital Downloads Upgrade** eCommerce automations remain some of the most requested automations we get. And the 6.9 release delivers in a big way. We’ve added some new features to our EDD integration to help you segment your customers, reduce transaction costs, and dial up engagement. **New Triggers:** - **A user purchases a price option of a download** — Segment customers based on their purchase right at checkout and create more detailed sales reports. - **A user cancels their subscription to a price option of a download (Pro)** — Trigger targeted winback campaigns that appeal to specific segments of your customer base. - **A user receives a Stripe refund for their subscription to a price option of a download (Pro)** — Parting with your customers (and the revenue they brought) is never easy. This makes it just a little smoother and a lot less painful. **New Actions:** - **Generate a discount code** — Imagine generating custom discount codes for your customers when they submit a form, purchase a download, visit a page, click a button, or whatever else they might do. Now, stop imagining; we just made it a reality! **New Tokens (Universal):** - User orders (loopable type) - User spent - User address line 1 - User address line 2 - User city - User state/province - User country With these new universal tokens, you can easily segment users based on their total spend or location to deliver targeted messages at the right time. Or provide sales incentives like discount codes or course access when users match specific criteria, without lifting a finger. ## **There’s More Where That Came From** Believe it or not, we haven’t covered everything that’s new in Uncanny Automator 6.9. We’ve barely covered the headlines. There’s a lot more where that came from. New WordPress tokens, Google Calendar time zone updates, drastically lighter logs, and a lot of quality of life improvements across the board. If you’re working remotely or having difficulty keeping your team coordinated and on task, we made this update just for you. [**Get the latest version of Uncanny Automator >>>**](https://automatorplugin.com/pricing) For a full list of new features, updates, and changes in the Automator 6.9 release, check out the [**Automator changelog**](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and the [**Automator Pro changelog**](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News --- ### [How to Automate WooCommerce Birthday Coupons](https://automatorplugin.com/how-to-automate-woocommerce-birthday-coupons/) **Published:** September 22, 2025 **Author:** Brendan Da Costa **Content:** *Send personalized, automated WooCommerce birthday coupons directly to your customers’ inboxes with Uncanny Automator. Create set-it-and-forget, no code email automations that convert.* [![Uncanny Automator mascot, U-Bot, holding a birthday cake and surrounded by balloons, demonstrating how to automate emailing WooCommerce birthday coupons.](https://automatorplugin.com/wp-content/uploads/2025/09/automate-woocommerce-birthday-coupons-featured-image.png "automate-woocommerce-birthday-coupons-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/09/automate-woocommerce-birthday-coupons-featured-image.png) If you’ve ever been lucky enough to have a surprise birthday party, you know the joy of an unexpected gift on your special day. But did you know that you can harness that feeling and turn it into a marketing opportunity? In this step-by-step walkthrough, I’m going to show you how to automate birthday emails in WooCommerce. By the end of this tutorial, you’ll be able to: - collect birthdays from your subscribers, - schedule daily email campaigns to birthday celebrants, - automatically generate WooCommerce coupons for birthdays, - track your birthday campaign metrics, and - expand your marketing channels to include WhatsApp and SMS. Let’s get started! ## **Why WooCommerce Birthday Coupons Drive Sales** Birthdays can be powerful touchpoints. Unlike generic sales blasts, special birthday offers show your customers that your brand sees them as more than just another contact in their CRM. That simple gesture can transform a casual buyer into a lifelong subscriber. [And the numbers back it up](https://loyaltylion.com/blog/birthday-marketing): **birthday emails generate 179% more clicks, 481% more transactions, and 342% more revenue per email than the average marketing email**. That’s not just a little bump—that’s a sales rocket strapped to your WooCommerce store. For small businesses, WooCommerce birthday coupons are an opportunity to forge deeper relationships with their customers. And you don’t need a massive marketing team or an all-powerful CRM to compete with big-box retailers. By setting up WooCommerce birthday coupons the way I’m about to show you in this tutorial, you can **create the same kind of personalized experience—at scale**. Your customers get a warm, memorable interaction; you get higher engagement and stronger repeat sales. > *Birthday emails generate 179% more clicks, 481% more transactions, and 342% more revenue per email than the average marketing email.* Of course, the catch is in the logistics. Running birthday campaigns for a handful of customers is easy. Running them for hundreds or thousands? That’s where things get tricky—and **why automation becomes essential**. ## **The Challenges of Manual Emails & Why Automation Matters** WooCommerce is a powerful ecommerce solution for WordPress businesses. But it doesn’t come with a “birthday coupon” button. Out of the box, there’s no built-in way to store customer birthdays, automatically generate unique codes, or send emails at exactly the right time. That leaves store owners with two options: **try to DIY the process manually, or automate it**. Trying to send each one of your customers a birthday email manually is like trying to wrap dozens (or even hundreds or thousands) of presents by hand. So, unless you’re an elf from the North Pole, it’s not a realistic goal. Doing it manually would mean: - **Tracking birthdays:** You’ll need spreadsheets or third-party notes just to remember the dates. - **Generating coupons:** Manually creating one-off codes for each customer is time-consuming. - **Reviewing for consistency:** Manually tracking birthdays, creating unique coupons, and even drafting emails are all error-prone. - **Sending emails:** Even if you schedule emails, you risk delays, mistakes, or outright forgetting. The result? Inconsistent customer experiences. One customer gets their coupon late (or early), another never gets one at all. Suddenly, your thoughtful campaign backfires. **This is where automation shines.** With WooCommerce birthday email automation, you can: - **Set-and-forget:** Save time and headaches by letting your tools (Uncanny Automator) do the heavy lifting. - **Ensure consistency:** Automation ensures that every customer receives their gift exactly on their birthday. - **Personalize at scale:** Use personalization features to address customers by name, generate personalized coupon codes, and even tailor product recommendations. - **Generate more revenue:** Boost retention and repeat purchases by making customers feel valued. So, how can you pull off sending automated birthday offers to your WooCommerce customers? With the right tools, it’s just a matter of pointing, clicking, setting, and then forgetting. Let’s take a look at the plugins we’ll be using. ## **What You’ll Need to Send WooCommerce Birthday Emails** Setting up automated birthday emails complete with coupon codes in WooCommerce really only takes one plugin: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![Uncanny Automator WordPress plugin marketing page showing robot mascots, U-Bots, connecting various apps and plugins.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-how-it-works-1024x678.png "automator-how-it-works")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-how-it-works.png) Uncanny Automator is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions, Automator connects your favorite apps and plugins. [**Want to know more about Automator? See how it works >>>**](https://automatorplugin.com/how-it-works/) Here’s how Automator will help you send out birthday offers to your WooCommerce customers: - Store birthdays (in any date format you want) directly on your secure WordPress site with the [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) for Automator. The CUF Addon is **included for free with Pro – Plus and Pro – Elite** licenses. - Schedule daily email campaigns with the [**Schedule**](https://automatorplugin.com/integration/schedule/) integration. - Automatically generate unique, personalized coupon codes for customers with Automator’s [**WooCommerce integration**](https://automatorplugin.com/integration/woocommerce/). - Send out birthday email campaigns with [**User Loops**](https://automatorplugin.com/introducing-loops/), automatically cycling through every customer celebrating a birthday. - Create multi-channel campaigns to wish your customers a happy birthday and send them a coupon via [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) or [**SMS**](https://automatorplugin.com/share/twilio/). Unlike niche coupon plugins or expensive custom code, Automator gives you **flexibility**, **reliability**, **fixed low costs**, and **endless opportunities** to expand your campaigns. Throughout this tutorial, I’ll be using Automator Pro – Plus to take advantage of the free Custom User Fields Addon. **Step 1:** [**Get Automator Pro – Plus or Elite >>>**](https://www.automatorplugin.com/pricing) Automator is really all you’ll need to send out birthday emails in WooCommerce. However, there are some additional tools that can help improve your engagement and conversion rates: - **WP Mail SMTP Pro:** Guarantees deliverability of your WordPress emails. Automator integrates with WP Mail SMTP Pro to help you track opens and clicks to monitor your campaigns’ success. - **WP HTML Mail:** Create professional and eye-catching email designs for your WordPress emails. I’ll include some screenshots later on to show you how I’ve used this plugin to create branded emails. ## **Step-by-Step: How to Automate WooCommerce Birthday Coupons** Have everything you need? Now I’ll show you how to create an Automator recipe to send out WooCommerce birthday coupons. No code. No spreadsheets. Just sales. [![Annotated WooCommerce birthday coupons automation workflow interface showing scheduled triggers and customer filtering.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-birthday-coupon-email-automation-annotated-1002x1024.png "woocommerce-birthday-coupon-email-automation-annotated")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-birthday-coupon-email-automation-annotated.png) **Step 2: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. The modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone-1024x1008.png "automator-recipe-type-modal-everyone")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-type-modal-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Automated WooCommerce Birthday Coupon Emails”. **Step 2: Configure Your Trigger(s)** Next, we need to define the trigger that will set this automation into motion. Birthdays happen every day. So, naturally, we will want this automation to run on a daily schedule. For that, we’re going to use the **Schedule** integration. In the *Trigger* panel, from the menu of available integrations, select **Schedule**. [![Grid of WordPress plugin integrations. The Schedule trigger is highlighted with a blue border.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-schedule-integration-wordpress-1024x711.png "automator-schedule-integration-wordpress")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-schedule-integration-wordpress.png) From the dropdown list that appears, select **Repeat every hour, day, week, month or year at a specific time**. [![Automator dropdown list triggers for the Schedule integration. The user has highlighted the trigger “Repeat every hour, day, week, month, or year at a specific time.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-schedule-integration-trigger-repeat-every-hour-day-week-month-year-specific-time-1024x380.png "automator-schedule-integration-trigger-repeat-every-hour-day-week-month-year-specific-time")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-schedule-integration-trigger-repeat-every-hour-day-week-month-year-specific-time.png) Automator will present you with a form to set a schedule for when your Woo customers get their birthday presents in their inboxes. Set your recipe to run every day at a specific time. For example, I have set my recipe to run every day at 10:00 AM. ![Automator’s Schedule trigger configuration form. The trigger is set to run daily at ten in the morning.](https://automatorplugin.com/wp-content/uploads/2025/09/schedule-recipe-every-day-at-ten-a-m-882x1024.png "schedule-recipe-every-day-at-ten-a-m") Once you’re finished, click **Save**. **Step 3: Create a User Loop** In Automator, “User loops” are a feature that allow you to run actions on multiple users at the same time. Given that some of your customers may have the same birthday, you want to be able to celebrate with all of them. To create a User loop, in the *Actions* panel, click **Add** and select **User loop**. [![Automator “Actions” panel. The user has expanded the “Add” dropdown menu, showing Filter, User loop, Post loop, and Token loop options. The user has highlighted “User loop”.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-add-user-loop-1024x403.png "automator-add-user-loop")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-add-user-loop.png) By default, Automator will have added a filter to the User loop that excludes “Administrators” only. Depending on your own configuration, you may want to adjust this filter. To edit a filter, hover over and click the **filter icon**. To add a filter, click **Filter users**. [![Automator’s User loop configuration. The user has highlighted the “Edit” icon and the “Filter users” button.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-add-edit-user-loop-filter-1024x713.png "automator-add-edit-user-loop-filter")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-add-edit-user-loop-filter.png) For example, I have edited the filter so that it will only run the looped actions on users with the role “Customer”. ![Automator’s User loop configuration with a single filter: “User Criteria: has Role: Customer”.](https://automatorplugin.com/wp-content/uploads/2025/09/user-loop-user-has-role-customer-1024x426.png "user-loop-user-has-role-customer") (Note: If you want to send birthday email coupons to multiple types of users on your WordPress site, simply reverse the loop filter to “does not have” a role.) **Step 4: Configure Your Action(s)** Now it’s time for the fun part: creating an action to wrap your customers’ birthday gifts and send them off! In the *Actions* panel, click **Add action** and select **Woo**. [![Grid of WordPress integrations for Uncanny Automator. The highlighted icon in the center reads “Woo” in purple, representing WooCommerce.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration-1024x703.png "woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-integration.png) From the dropdown list that appears, select **Generate and email a coupon code**. [![Dropdown list of Uncanny Automator actions for WooCommerce. The user has highlighted the action “Generate and email coupon code”.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code-1024x439.png "woo-action-generate-email-coupon-code")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code.png) Automator will present you with a form to configure the coupon you want to offer to your customers. Here are some pointers for filling out the fields of your coupon codes: - **Coupon Code:** This is a great opportunity for personalization. Use the customer’s first name, last name, email handle, or another unique marker to make the coupon special and unique. You can accomplish this by using *tokens*. Simply click on the **Asterisk** and select a token. (Note: If you use a token for the coupon code, you may still want to generate a random string. While you can prevent misuse of your coupons with other features that we’ll go over together, a random string adds a layer of security. Use Automator’s [**Generator**](https://automatorplugin.com/integration/generator/) integration to create a random string and add it to the coupon code.) [![Automator interface to generate and email a coupon code. The user clicks on the asterisk in the “Coupon code” field and selects the loop token “User first name” to personalize the coupon.](https://automatorplugin.com/wp-content/uploads/2025/09/add-user-first-name-to-coupon-code.gif "add-user-first-name-to-coupon-code")](https://automatorplugin.com/wp-content/uploads/2025/09/add-user-first-name-to-coupon-code.gif) - **Coupon expiry date:** Set an expiration date that is consistent with [your industry’s average sales cycle length](https://focus-digital.co/average-sales-cycle-length-by-industry/). - **Allowed emails:** Select the user loop token “User email” to ensure that the customer using the code is the birthday celebrant, not a gift thief. - **Usage limit per coupon:** Set the usage limit to “1”. Finally, draft your WooCommerce birthday coupon email. [![WooCommerce birthday coupon sample email with the subject line “Happy birthday, {User first name}! Have a gift!](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-birthday-coupon-email-sample-780x1024.png "woocommerce-birthday-coupon-email-sample")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-birthday-coupon-email-sample.png) When you’re finished, click **Save**. **Step 5: Configure Your Action Filter(s)** Right now, the recipe will send a birthday coupon to all of your customers… every day. Of course, you only want to send the coupons to customers who actually have a birthday. For that, we are going to use an action filter. To add an action filter, simply hover over the action and click **Filter**. [![User loop to set run on WordPress users with the role “Customer”. The loop includes a WooCommerce action to generate and email coupon codes. The user has highlighted the “Filter” button.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code-filter-1024x582.png "woo-action-generate-email-coupon-code-filter")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code-filter.png) In the *Condition* modal that appears, select **Custom User Fields** > **A user’s custom user field meets a condition**. [![Condition selection menu with Custom User Fields expanded showing 'custom user field meets a condition' option.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-filter-condition-users-custom-field-meets-condition-1024x724.png "automator-filter-condition-users-custom-field-meets-condition")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-filter-condition-users-custom-field-meets-condition.png) Next, Automator will present you with a modal to configure the rule that defines the condition. In the *Meta key* field, select the Custom User Field “Birthday”, or whatever you have named the custom field you use to store birthdays. In the *Criteria* field, select “contains”. [![Automator “Configure the rule” modal for setting Custom User Field criteria. The user has selected the meta key “Birthday” and set the criteria to “contains”.](https://automatorplugin.com/wp-content/uploads/2025/09/configure-rule-modal-meta-key-birthday-contains-1024x618.png "configure-rule-modal-meta-key-birthday-contains")](https://automatorplugin.com/wp-content/uploads/2025/09/configure-rule-modal-meta-key-birthday-contains.png) Next, the *Value* is where you’ll enter the current day of the year using the *Date and Time* tokens. The format that you choose will depend on the format of the value of the custom “Birthday” field. For example, my website uses the “DD/MM/YYYY” format. Therefore, I have selected the tokens “Current day of the month” and “Current month (with leading zero),” separated by a slash. [![Automator “Configure the rule” modal for setting Custom User Field criteria. The user has set the value for the Custom User “Birthday” to “Current day of the month/Current month (with leading zero).](https://automatorplugin.com/wp-content/uploads/2025/09/configure-rule-modal-value-current-day-of-month-current-month-leading-zero-1024x616.png "configure-rule-modal-value-current-day-of-month-current-month-leading-zero")](https://automatorplugin.com/wp-content/uploads/2025/09/configure-rule-modal-value-current-day-of-month-current-month-leading-zero.png) *How did I get my customers’ birthday information? With Automator, of course! Check out these articles for generating leads and enhancing engagement:* - [**Automate WordPress Lead Generation >>>**](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) - [**Re-Engage Inactive WooCommerce Customers >>>**](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) **[↓ Jump down to see how I used Automator’s Custom User Fields Addon to collect and store my customers’ birthdays. ↓](#collect-birthdays)** Once you’re finished, click **Save filter**. **Step 6: Go Live!** You’re just about ready to start celebrating birthdays with your customers. All you have to do is toggle the recipe from **Draft** to **Live**. [![WooCommerce birthday coupons automation workflow interface showing scheduled triggers and customer filtering.](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-birthday-coupon-email-automation-live-992x1024.png "woocommerce-birthday-coupon-email-automation-live")](https://automatorplugin.com/wp-content/uploads/2025/09/woocommerce-birthday-coupon-email-automation-live.png) That’s it! Break out the piñata! It’s time to celebrate your Woo customers’ birthdays—and a boost to your bottom line. Looking for more ways to boost your WooCommerce conversion rates? We’ve got you covered. [![woocommerce-automations-to-boost-conversions-featured-image](https://automatorplugin.com/wp-content/uploads/2024/11/Automator-Blog-Woo-Boost.jpg "woocommerce-automations-to-boost-conversions-featured-image")](https://automatorplugin.com/woocommerce-automations-to-boost-conversions/) [**Get the Best WooCommerce Conversion Rates >>>**](https://automatorplugin.com/woocommerce-automations-to-boost-conversions/) **Collecting Customer Birthdays Using the Custom User Fields Addon** If you’re going to be sending out WooCommerce birthday coupons, you need to know your customers’ birthdays. This is where Automator’s Custom User Fields Addon steps in. From your WordPress Admin Dashboard, navigate to **Automator** > **Settings** > **Addons** > **Custom User Fields**. In the panel on the right, click **Add field** and enter the name of the custom field you want to use to store customers’ birthdays. For example, I have simply named this field “Birthday”. [![“Create field” modal for Uncanny Automator’ Custom User Fields Addon. The user types “Birthday” into the “Field name” and the meta key “uacuf_birthday_1” is created.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-custom-user-field-birthday.gif "automator-custom-user-field-birthday")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-custom-user-field-birthday.gif) Once you’re finished, click **Save**. Now you’re ready to start collecting birthdays. Create a recipe like the one pictured below where I use a simple, one-field WPForms form to collect birthday information. [![Uncanny Automator recipe with a WPForms form submission trigger and an action to update the user’s Custom User Field with the birthday from the form submission.](https://automatorplugin.com/wp-content/uploads/2025/09/progressive-profiling-birthdays-1024x937.png "progressive-profiling-birthdays")](https://automatorplugin.com/wp-content/uploads/2025/09/progressive-profiling-birthdays.png) **[↑ Jump back up to complete your WooCommerce birthday coupon recipe. ↑](#step-6)** ## **Best Practices & Measuring Success** Creating WooCommerce birthday coupons is just the first step. To truly delight your customers (and maximize your ROI), you’ll want to polish your campaign with some smart best practices—and keep an eye on how it performs. ### **Timing Is Everything** Should you send the coupon at midnight or wait until your customer is awake and ready to celebrate? My advice: schedule birthday emails for the morning. It feels personal, timely, and more likely to be noticed. Adjust your timing and see what happens to your open rates. ### **Personalization Matters** A plain “Happy Birthday” email with a code works, but a little extra effort goes a long way. Use Automator’s tokens to greet customers by name and a personal touch. Consider recommending products based on past purchases or tell customers what’s been flying off the shelves. Adding a warm, celebratory tone (think balloons, confetti, and cheerful copy) helps your message stand out. ### **Craft Smart Coupons** Set clear rules: make your coupons valid for a short window (24 hours or 7 days) to encourage fast action. Avoid stacking with other discounts, and always include simple terms and conditions to prevent confusion at checkout. Always make sure that the birthday coupons are single use only. (Birthdays only come once a year!) ### **Optimize Deliverability** The best birthday offer is useless if it lands in spam. Plugins like WP Mail SMTP ensure messages arrive where they should. Use short, benefit-driven, interest-piquing subject lines to get better open rates. “Your Birthday Gift Awaits” or “Your birthday present is inside…” are a few examples. ### **Expand Beyond Email** Want to go above and beyond? Add [**SMS**](https://automatorplugin.com/share/twilio/) or [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) notifications with Automator’s integrations. A quick “Happy Birthday, here’s 20% off just for you!” text can double your chances of redemption. ### **Segment & Reward Loyalty** Not all customers are the same. You could send bigger offers to VIPs, or tailor messages based on age groups. Pair birthday coupons with a loyalty program to keep celebrations rolling all year long. ### **Promote Your Promotions** Don’t keep the fun a secret! Share birthday wins on your social channels (with permission) or display onsite notifications showing customers redeeming their birthday treats. Social proof makes your campaign even more appealing. [**Find out how to create onsite notifications to promote your promotions with Uncanny Automator >>>**](https://automatorplugin.com/automated-dynamic-content-for-wordpress/) ### **Measuring Success** Automation makes tracking easy. Use Automator alongside WP Mail SMTP Pro and Google Sheets to log email opens, clicks, and coupon redemptions. Track KPIs like: - Open rate (Are people seeing your emails?) - Click-through rate (Are they engaging?) - Redemption rate (Are your coupons converting into sales?) With these numbers in hand, you can A/B test subject lines, tweak discount values, and continuously improve your birthday campaign. [**Find out how to connect Google Sheets to WordPress and track the success of your email campaigns >>>**](https://automatorplugin.com/how-to-automatically-track-email-opens-in-google-sheets/) ## **Frequently Asked Questions** **How do I send birthday emails in WooCommerce?** Out of the box, WooCommerce doesn’t include birthday email functionality. To send them, you’ll need to collect customer birthdays (via checkout fields or account settings) and use a plugin like [**Uncanny Automator**](https://www.automatorplugin.com/pricing) to trigger personalized emails with a coupon code automatically. **Can I automate birthday coupons without a plugin?** Technically, yes—but it would involve custom coding, cron jobs, and ongoing maintenance. For most store owners, that’s impractical. Uncanny Automator lets you set everything up in minutes, no coding required and at a fraction of the cost. **What’s the best plugin for WooCommerce birthday emails?** If your focus is automation and flexibility, Uncanny Automator is the best choice. It connects WooCommerce with dozens of other plugins and apps, letting you create customized birthday campaigns without adding bloat or complexity. **How do I personalize birthday coupon emails in WooCommerce?** Use tokens in your email body and subject lines—like {first\_name} or {coupon\_code}—to make each message and coupon code feel one-of-a-kind. You can also tailor coupon values and the product(s) to which they apply to reflect seasonal changes and other product features. ## **Conclusion** Birthdays aren’t just for cake—they’re golden opportunities to show your customers you care. With WooCommerce birthday coupons, you can add a personal, joyful touch to your marketing that builds loyalty and sparks repeat purchases. The only catch? Manually managing all those birthdays is overwhelming. That’s why **WooCommerce birthday email automation with Uncanny Automator** is the game-changer. From collecting birthdays to generating coupons to sending personalized messages, Automator makes the entire process hands-off and hassle-free. Ready to start delighting customers and driving more sales? [**Get started with Uncanny Automator today**](https://automatorplugin.com/pricing) and give your customers a birthday they’ll never forget. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Create an Automated Welcome Email Drip Campaign in WordPress (Without a CRM)](https://automatorplugin.com/automated-welcome-email-drip-campaign-without-a-crm/) **Published:** September 17, 2025 **Author:** Brendan Da Costa **Content:** *Learn how to set up an automated welcome email drip campaign in WordPress—all without a CRM. Build trust, boost engagement, and drive conversions with Uncanny Automator.* [![Illustration of Uncanny Automator mascot pointing at a computer screen with a calendar of email icons. Text reads 'How To Automate Welcome Email Drip Campaigns'.](https://automatorplugin.com/wp-content/uploads/2025/09/automated-welcome-email-drip-campaign-no-crm-featured-image.png "automated-welcome-email-drip-campaign-no-crm-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/09/automated-welcome-email-drip-campaign-no-crm-featured-image.png) First impressions matter—especially in business. When someone joins your email list, they’re raising their hand and saying, “*I’m interested in what you have to offer.*” That moment is your golden opportunity to turn a new subscriber into a loyal reader, customer, or community member. And the best way to do that? **With an automated welcome email drip campaign.** If you’re running a small WordPress business, you might think you need an expensive CRM to pull it off. But here’s the good news: you don’t. With the right tools, you can create professional, automated welcome emails right inside WordPress—**no extra platforms, no complicated setup, and no monthly “success tax.”** In this guide, you’ll learn exactly what an automated welcome series is, why you don’t need a CRM to get started, and how to set one up in WordPress with [**Uncanny Automator**](https://www.automatorplugin.com/pricing). I’ll also walk you through best practices and give you a proven drip campaign you can copy for your own business. By the end, you’ll have everything you need to make new subscribers feel welcome, build trust from day one, and set the stage for lasting growth. Let’s get started. ## **What Is an Automated Welcome Email Drip Campaign?** An **automated welcome email drip campaign** is a set of pre-written emails that are automatically sent to new subscribers when they join your list. Instead of manually sending an email every time someone signs up, automation ensures that each new subscriber receives the right message at the right time—consistently. The purpose of a welcome series is simple: nurture new relationships, build trust, and guide subscribers toward meaningful actions. Whether that’s reading your blog, buying a product, or joining your community. And it works. Welcome emails [**generate 320% more revenue on average**](https://www.invespcro.com/blog/welcome-emails/) than other promotional emails, thanks to their higher open and engagement rates. **Automation is what makes this powerful marketing workflow run smoothly.** > “*An automated welcome email drip campaign is a set of pre-written emails that are automatically sent to new subscribers when they join your list.*” It ensures that no matter when someone subscribes, they always receive your carefully planned sequence. It also allows you to personalize messages at scale—adding names, tailoring offers, and even adjusting timing based on subscriber behavior. For small businesses, this means you can deliver a polished, reliable experience that feels personal, while saving hours of manual work. ## **What’s the Ideal Welcome Email Drip Campaign?** Now that we’ve established what an automated welcome drip campaign is, the next question is: what does it actually look like? [![Welcome email drip campaign graphic showing five emails: Welcome & Orientation, Brand Story & Mission, Showcase Value, Exclusive Incentive, and Community & Social Proof, with details on timing, content, and CTAs.](https://automatorplugin.com/wp-content/uploads/2025/09/automated-email-drip-campaign-1024x576.png "automated-email-drip-campaign")](https://automatorplugin.com/wp-content/uploads/2025/09/automated-email-drip-campaign.png) You don’t need to reinvent the wheel. Every effective welcome email drip campaign usually follows the same structure. Whether you’re growing a blog audience, driving first sales, or building a member community, the typical email sequence is: - **Email 1:** Welcome & Orientation - **Email 2:** Brand Story & Mission - **Email 3:** Showcase Value - **Email 4:** Exclusive Offers/Incentives - **Email 5:** Community & Social Proof Small WordPress businesses can adapt this typical email sequence to match their own goals and audience. **Email 1: Welcome & Orientation** Timing: Send instantly after signup. This is your digital handshake. Thank subscribers warmly for joining and let them know what to expect. Keep it short, positive, and action-oriented. A great call-to-action (CTA) in this email should link to your most valuable piece of content or your main product category. **Email 2: Brand Story & Mission** Timing: 1–3 days later. Now it’s time to introduce yourself properly. Share your founder’s story, your “why,” or the values that drive your business. People connect with people, not faceless brands—so let them see the real story behind yours. A natural CTA here is to invite subscribers to follow you on social media or reply with their own story. **Email 3: Showcase Value** Timing: 3-4 days later. This email should answer the question: “Why should I stick around?” or remind the subscriber why they signed up in the first place. Highlight your bestsellers, your most-read blog posts, or a case study that shows the real impact of your business. Position this as a value-packed resource hub. Direct your CTA toward your shop, blog, or a free resource that demonstrates your expertise. **Email 4: Exclusive Incentive** Timing: 4-7 days later. Everyone loves a good perk. If a subscriber hasn’t become a customer yet, offer something tangible. Discount codes, free shipping, or a limited-time bonus are all great incentives that encourage subscribers to take the next step. Your CTA here should be crystal clear: “Claim your offer.” **Email 5: Community & Social Proof** Timing: 7 days later. End your sequence by reinforcing trust and belonging. Share testimonials, reviews, or user-generated content. Invite them to join your Facebook group, follow you on Instagram, or wherever your community congregates. The CTA should focus on community engagement, strengthening the relationship beyond the inbox. **Optional Expansion** You can also add a 6th email after a week or two that asks for feedback: “How are we doing?” This not only improves your future campaigns but also makes subscribers feel heard and gives you an opportunity for progressive profiling. ## **Why Create an Automated Welcome Drip Campaign Without a CRM?** If you’ve been looking into email marketing (especially automated email marketing), you’ve probably heard the same advice everywhere you turn: “You need a CRM.” But for many small WordPress businesses, that’s simply not feasible—or true. **CRMs can be expensive, complicated, and often more than you really need.** They come with advanced segmentation tools, analytics dashboards, and scaling fees. These are great features for enterprise teams, but overwhelming (and costly) for a solopreneur, blogger, or small ecommerce shop. In fact, many small businesses end up paying for features they never use, or wasting time wrestling with unnecessary complexity.That’s where **Uncanny Automator** comes in. By building your welcome series directly in WordPress, you: - **Own and control your data**—no middlemen or third-party lock-in. - **Avoid scaling fees**—no hidden costs just because your list grows. - **Keep everything in one system**—your website, ecommerce platform, email automation, and subscriber records all under one roof, all integrated. **This setup is perfect for small ecommerce stores, bloggers, and membership sites**. If you, like me, want low-cost yet professional automated email marketing without the expensive frills of a CRM, Automator is your ideal tool. But that’s enough talk for now. Let’s start building your automated welcome email drip campaign together. ## **What You’ll Need to Send Automated Welcome Drip Campaigns** Before you start building your welcome series, let’s make sure you’ve got the right tools in place. Don’t worry—you won’t need a pricey CRM or an enterprise tech stack. Everything can be done right inside WordPress with just a couple of essentials. ### **Uncanny Automator** [**Uncanny Automator**](https://automatorplugin.com/pricing/) is the #1 automation and integration tool for WordPress sites. With a built-in email integration and features such as delays and filters, you can build simple drip campaigns. [![](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage-1024x529.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage.png) Whether you are running a WooCommerce business or an online blog, here’s how Automator can help you with your email marketing: - Instantly share new posts, products, etc. - Integrate with your ecommerce platform (Woo, EDD, and others). - Generate email copy with AI. - Create simple segments with user meta. - Send email campaigns with the click of a button. Automator Pro Plus and Elite licenses (starting at just $249/year) also give you access to powerful addons to help you manage email lists and subscriber statuses within WordPress. I’ll show you more of those features later on, but for now [**grab your Automator Pro license >>>**](https://automatorplugin.com/pricing/). ### **WP Mail SMTP Pro** **WP Mail SMTP Pro** is the leading WordPress email deliverability and tracking plugin. While you don’t necessarily need WP Mail SMTP Pro to create automated welcome email campaigns, it will greatly enhance the practicality and functionality of your WordPress emails. When paired with Automator, WP Mail SMTP Pro lets you create custom metrics by integrating your email sequences with tools such as **Google Sheets** and **Airtable**. I’m a big fan of WP Mail SMTP Pro myself and highly recommend using it if you’re sending any emails from your WordPress site. Want some help getting started with SMTP Pro? Check out our guides below: - [**How to Send an Email Campaign in WordPress >>>**](https://automatorplugin.com/how-to-send-an-email-campaign-in-wordpress/) - [**The Ultimate Guide to WordPress Email Tracking >>>**](https://automatorplugin.com/the-ultimate-guide-to-wordpress-email-tracking/) That’s it—no complicated dashboards, no steep learning curve. With these tools, you’ll have everything you need to launch a professional automated welcome series right from your WordPress site. ## **Step-by-Step: How to Build an Automated Welcome Series in WordPress** Now that you have everything you need, let’s build this welcome campaign together. Once we’re finished, you’ll have an automated welcome email sequence that looks something like this: [![Automator recipe with multiple actions for an automated welcome email drip campaign. Actions include sending emails to the user after 1, 3, and 7 days, plus generating and emailing a coupon after 6 days if no purchase is made.](https://automatorplugin.com/wp-content/uploads/2025/09/automated-welcome-email-sequence-automator-recipe-760x1024.png "automated-welcome-email-sequence-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2025/09/automated-welcome-email-sequence-automator-recipe.png) Let’s get started. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, I named my recipe “Welcome Email Drip Campaign”. **Step 2: Configure Your Trigger(s)** You have some flexibility in determining what specific behavior triggers your welcome series. It could be a form submission from a plugin like WPForms or a first-time login. The best trigger, however, would be upon the user’s registration on your site. In the *Trigger* panel, from the menu of available integrations, select **WordPress**. [![Grid of integration icons for Uncanny Automator. The WordPress icon is highlighted, showing that it has been selected.](https://automatorplugin.com/wp-content/uploads/2025/09/wordpress-integration.png "wordpress-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/wordpress-integration.png) From the dropdown list that appears, select **A user is created**. [![Dropdown list of Uncanny Automator triggers for WordPress. The user has highlighted the trigger “A user is created”.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-wordpress-trigger-user-is-created-1024x441.png "automator-wordpress-trigger-user-is-created")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-wordpress-trigger-user-is-created.png) Want to find out how to encourage more sign-ups? [**Check out our guide on automating lead generation and boosting your subscriber numbers >>>**](https://automatorplugin.com/automated-wordpress-lead-generation/). **Step 3: Draft Your First Welcome Email** In the *Actions* panel, click **Add action** and select **Emails**. [![Grid of integration icons for Uncanny Automator. The Emails icon is highlighted, showing that it has been selected.](https://automatorplugin.com/wp-content/uploads/2025/09/emails-integration-1.png "emails-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/emails-integration-1.png) From the dropdown list, select **Send an email**. Automator will present you with a form to draft your email and its settings. We’re going to fill out these fields with a combination of static text and *tokens* (i.e., dynamic data from your WordPress site). In the *To* field, click the **Asterisk** and select “User email”. [![Uncanny Automator’s “Email” integration form. The user clicks an asterisk in the “To” field and selects a token representing the “User email”.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-user-email-token.gif "automator-user-email-token")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-user-email-token.gif) Next, set your *Reply to* email, draft your subject line, and compose your “Welcome & Orientation” email. For example, here’s a very straightforward email: [![Uncanny Automator “Email” integration editor. The user has drafted a sample of the first email in a welcome email drip campaign with personalization.](https://automatorplugin.com/wp-content/uploads/2025/09/welcome-and-orientation-email-example-934x1024.png "welcome-and-orientation-email-example")](https://automatorplugin.com/wp-content/uploads/2025/09/welcome-and-orientation-email-example.png) Send a test to yourself to see how your email looks on desktop and mobile. Once you’re satisfied with your email, click **Save**. [![Welcome email drip campaign example for Automator Academy, showing a branded email with campus illustration, mascot, and personalized greeting offering resources, tips, and a link to a popular guide.](https://automatorplugin.com/wp-content/uploads/2025/09/welcome-email-1-1024x815.png "welcome-email-1")](https://automatorplugin.com/wp-content/uploads/2025/09/welcome-email-1.png) Want to know how we made a visually appealing email straight in WordPress? [**Check out our guide on branding and formatting your WordPress emails >>>**](https://automatorplugin.com/wordpress-email-branding/). **Step 4: Draft Your Second Welcome Email** The first email that we just created together will go out to your new WordPress users right after they sign up. Now, let’s focus on creating the next email in the sequence: the “Brand Story & Mission”. Configure this action just as you did with the first email. **Emails** > **Send an email** > **Draft your email** > **Test** > **Save**. Once you’ve saved the second email action, hover over it and click **Delay**. In the modal that appears, set your optimal delay for the first second email. Once you’re finished, click **Set delay**. [![In the Uncanny Automator recipe builder, a user hovers over an email action and clicks “Delay”. In a modal that appears, the user adds a “1 day” delay to the action, building an automated email drip campaign in WordPress.](https://automatorplugin.com/wp-content/uploads/2025/09/delay-email-action.gif "delay-email-action")](https://automatorplugin.com/wp-content/uploads/2025/09/delay-email-action.gif) **Step 5: Send Personalized Discounts** You can continue using Automator’s Emails integration along with delays to complete your automated welcome email campaign. However, if you’re running a WooCommerce store, you can have additional features at your fingertips. The fourth email in a sequence usually contains an exclusive offer or discount for subscribers who haven’t already converted into customers. Here’s how you can generate this email with Automator. In the *Actions* panel, click **Add action** and select **Woo**. [![Grid of integration icons for Uncanny Automator. The Woo icon is highlighted, showing that it has been selected.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-integration.png "woo-integration")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-integration.png) From the dropdown list that appears, select **Generate and email a coupon code**. [![Dropdown list of Uncanny Automator actions for WooCommerce. The user has highlighted the action “Generate and email coupon code”.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code-1024x439.png "woo-action-generate-email-coupon-code")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-action-generate-email-coupon-code.png) Automator will present you with a form for configuring the details of your exclusive offer (type and amount of discount, products, expirations, etc.) and drafting your email. Once you’re finished, click **Save**. Next, you’ll want to add a delay and a filter so that the email only goes out to subscribers who haven’t become customers yet. To add a filter, hover over the action and click **Filter**. In the modal that appears, select **Woo** > **The user has not purchased a specific product** > **Any product**. Once you’re finished, click **Save filter**. [![Uncanny Automator action filter modal. The user configures the filter condition Woo > The user has not purchased any product”.](https://automatorplugin.com/wp-content/uploads/2025/09/woo-filter-user-has-not-purchased-any-product.gif "woo-filter-user-has-not-purchased-any-product")](https://automatorplugin.com/wp-content/uploads/2025/09/woo-filter-user-has-not-purchased-any-product.gif) **Step 6: Go Live!** Your drip campaign doesn’t have to match the one we made together exactly. You can add as many emails to the sequence as you want and time them for your audience and industry. Once you’re finished building the drip campaign, all you have to do is toggle the recipe from **Draft** to **Live**. [![Automator recipe settings panel showing unlimited throttle, unlimited times per user, unlimited total times, and logged-in users as the user type. At the bottom, the user switches the recipe status from Draft to Live by toggling the switch.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-toggle-live.gif "automator-recipe-toggle-live")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-recipe-toggle-live.gif) That’s it! You’ve just built a fully-automated welcome email drip campaign directly in WordPress! No CRM needed, no code required, and no hidden fees! Automator will continue rolling out the welcome wagon to your new WordPress users without a hitch. ## **Best Practices for a High-Performing Welcome Email Drip Campaign** Now that you’ve created your first automated welcome email campaign in WordPress, let’s talk about making it the best it can be. Think of this like fine-tuning a recipe: the ingredients are important, but so is the way you mix them together. Here are some best practices to keep your welcome emails engaging, effective, and compliant. #### **Timing & Cadence** Nobody likes being spammed. Space your emails out every 2–3 days so new subscribers have time to breathe and engage with your content. This cadence keeps your brand top-of-mind without overwhelming inboxes. Occasionally mix up the timing of your emails to find out what works best for your particular audience. #### **Subject Lines** Your subject line is the doorway to your message—make it inviting! Keep it short, clear, and curiosity-driven. Value statements like “Your free guide inside” or friendly teases like “Let’s get to know each other” work wonders. #### **Personalization** Generic emails feel… well, generic. Instead, use names, behavior-based triggers, and tokens to make each message feel tailored. For example, you can greet subscribers by name or link them to resources based on what they’ve signed up for. Use welcome emails as an opportunity to gather more information about your new subscribers (i.e., progressive profiling). #### **Branding** Consistency builds trust. With a plugin like **WP HTML Mail**, you can design branded templates that match your site’s style—colors, fonts, and even your logo. This way, every email looks professional and on-brand from the very first hello. If you haven’t already, [**check out our guide on branding and formatting your WordPress emails >>>**](https://automatorplugin.com/wordpress-email-branding/). #### **Segmentation** Not every subscriber has the same goals. Using Automator’s [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon) and [**User Lists**](https://automatorplugin.com/user-lists-addon) addons, you can segment subscribers just like you would in a CRM. Want to send one sequence to customers and another to blog readers? Easy. This light segmentation ensures the right people get the right content at the right time. When you pair these addons with the [**Restrict Content**](https://automatorplugin.com/restrict-content-addon) addon (also included for free in the Pro – Plus and Elite plans), you have everything you need to attract, engage, and convert subscribers. #### **Deliverability** Even the best email is useless if it never arrives. That’s where **WP Mail SMTP Pro** comes in. I know that I already recommended it, but it really pays to have peace of mind. Don’t let your hard work and good intentions get lost in the digital void. WP Mail SMTP Pro boosts deliverability by authenticating your emails, giving them a far better chance of hitting inboxes instead of spam folders. #### **Mobile Optimization** More than half of all emails are opened on mobile. Use short paragraphs, large tappable buttons, and a single clear CTA to make your messages easy to read on the go. When you test your emails, check them on both desktop and mobile devices. #### **Compliance** Finally, don’t forget the legal stuff. Always use double opt-in and provide a clear unsubscribe link. If your business operates within the European Union, don’t forget to stay [GDPR-compliant](https://gdpr.eu/). Automator makes this easier with features like the [**URL integration**](https://automatorplugin.com/integration/url/) (that can unsubscribe users with a click in the email), the [**Magic Button**](https://automatorplugin.com/integration/magic-button/), form integrations, and recipe management actions (pictured below). These tools help you respect your subscribers’ choices while keeping your list healthy and happy. [![Uncanny Automator action options showing two highlighted choices: “Cancel the scheduled actions of a recipe for a user” and “Cancel the user’s scheduled actions for a recipe,” both marked as Pro features.](https://automatorplugin.com/wp-content/uploads/2025/09/automator-actions-cancel-scheduled-actions-1024x671.png "automator-actions-cancel-scheduled-actions")](https://automatorplugin.com/wp-content/uploads/2025/09/automator-actions-cancel-scheduled-actions.png) By following these best practices, you’ll turn your welcome campaign into more than just a hello. It’ll be the start of a long, productive relationship with your subscribers. ## **Measuring Success & When to Get a CRM** So you’ve launched your automated welcome campaign—great job! Now comes the fun part: **measuring the impact**. Tracking the performance of your emails will help you understand how your subscribers are engaging with your content. Use open and click rates to determine what resonates with your subscribers and, ultimately, what drives their decisions. Here are the key metrics to watch: - **Open Rates:** Welcome emails typically perform much better than standard campaigns, [**averaging around 80% open rates**](https://www.mailmodo.com/guides/welcome-email-statistics/). A strong open rate means your subject lines and timing are working. - **Click-Through Rates (CTR):** Are subscribers clicking your links? High CTR shows that your content and CTAs are hitting the mark. [**Welcome emails have an average CTR of about 27%**](https://www.mailmodo.com/guides/welcome-email-statistics/), so anything around that figure means you’re doing well.. - **Conversion Rates:** This is the big one. Whether it’s redeeming a coupon, filling out a survey, or joining your membership site, conversions tell you if your sequence is doing its job. Conversion rates will vary by industry, so check your industry’s benchmarks. - **Unsubscribe Rates:** A few unsubscribes are normal, but a high percentage is a red flag that your frequency or content might need adjusting. Need help keeping track of your statistics? If you’re using WP Mail SMTP Pro, you can export open and engagement metrics to Google Sheets and Airtable. [**Learn how to connect your WordPress site to Google Sheets with Automator to create custom reports >>>**](https://automatorplugin.com/how-to-automatically-track-email-opens-in-google-sheets/). As powerful as Automator is, it isn’t a dedicated CRM. Eventually, your email list will grow into the thousands and you may need a dedicated email platform for managing your contacts and campaigns. But, how do you know when it’s time to get a CRM? - **You need A/B testing functionality** to experiment with subject lines and content. - **You need advanced segmentation features** to target users with laser precision. - **You need comprehensive customer profiles** to keep track of multiple touch points, complex relationships, and detailed notes. For many small businesses, Automator + WordPress is more than enough to handle email marketing automation. But I know that your business will grow—that’s what Automator is designed to help you do. When you’re ready, [**check out our list of the best CRMs for WordPress sites along with a guide for determining which one suits your needs best >>>**](https://automatorplugin.com/the-best-wordpress-crm-platforms-for-any-business/). ## **Frequently Asked Questions** **What is an automated welcome email drip campaign in WordPress?** An automated welcome email drip campaign is a series of pre-written emails sent automatically to new subscribers when they sign up. In WordPress, you can build this sequence using Uncanny Automator—no CRM required. **Why should I create an automated welcome series without a CRM?** CRMs can be costly and overly complex for small businesses. By running your email campaigns in WordPress, you avoid scaling fees, keep full control of your data, and manage everything in one system. **How many emails should be in a WordPress welcome drip campaign?** Most small businesses see success with 4–5 emails spaced a few days apart. A common drip campaign includes: a warm welcome, your brand story, a value showcase, an incentive, and community-building content. Adjust the standard sequence for your business and audience. **What tools do I need to set up automated welcome emails in WordPress?** At minimum, you’ll need Uncanny Automator to send a sequence of emails. For best results, add **WP Mail SMTP Pro** to ensure deliverability and a design plugin like **WP HTML Mail** for branded templates. **How do I personalize my automated welcome series in WordPress?** Uncanny Automator gives you tons of features for personalization. Use tokens for users’ first names, last names, etc. Segment users with the **[User Lists Addon](https://automatorplugin.com/custom-user-fields-addon)** and use the [**Custom User Fields** **Addon**](https://automatorplugin.com/custom-user-fields-addon) to replicate “tagging” in a CRM. Don’t forget to use filters to create different email streams based on user behavior such as purchase history, subscription status, or even country. **When should I upgrade from WordPress email automation to a CRM?** If you need A/B testing, advanced segmentation, or detailed customer journey mapping, it might be time for a CRM. Until then, Automator + WordPress covers most small business needs. **Are WordPress welcome emails GDPR compliant?** Yes—if you follow best practices. Always use double opt-in, include unsubscribe links, and manage subscriber preferences. Automator’s Magic Button and form integrations make this simple to set up and manage. ## **Warm Welcomes to Gracious Goodbyes** A great first impression sets the tone for every customer relationship—and your welcome email drip campaign is the perfect way to do it. By greeting new subscribers with warmth, sharing your story, and offering genuine value, you’re building trust that lasts far beyond that initial sign-up. Pair those messages with smart automation, thoughtful timing, and reliable deliverability, and you’ll transform a simple “hello” into long-term loyalty. The best part? **You don’t need an expensive customer relationship management (CRM) platform to get started**. All you need is [**Uncanny Automator**](https://automatorplugin.com/pricing) and your awesome brand voice. In this guide, I’ve shared with you the tools and strategies you need to create personalized, automated welcome campaigns that feel effortless—for both you and your subscribers. So go ahead: set up your first welcome workflow, add your brand’s unique personality, and let Automator handle the busywork while you focus on what matters most: **connecting with your audience**. From warm welcomes to gracious goodbyes. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [19 Powerful Ways to Optimize and Automate Elementor Forms](https://automatorplugin.com/19-powerful-ways-to-optimize-and-automate-elementor-forms/) **Published:** April 21, 2025 **Author:** Brendan Da Costa **Content:** *Discover 19 powerful ways to optimize and automate Elementor forms to maximize lead generation and community engagement—no code required!* [![Automator mascot, U-Bot, gives a thumbs-up beside a laptop screen displaying the Elementor logo, with forms flying in from the right—visually promoting how to automate Elementor forms.](https://automatorplugin.com/wp-content/uploads/2025/04/automate-element-forms-featured-image.jpg "automate-element-forms-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/04/automate-element-forms-featured-image.jpg) Did you know that [**80% of marketing professionals**](https://www.slideshare.net/ApsisInternational/33-great-statistics-about-lead-management-automation) say that [automation is key](https://storeagent.ai/wordpress-ai-assistant/) to better lead nurturing and conversion success? So why are so many WordPress site owners still stuck in manual mode? After all, **filling out an online form should feel like opening a door**—not getting stuck in a maze. But if your Elementor forms aren’t optimized or automated, you’re probably losing leads and walking potential converts into eCommerce deadends. Between newsletter subscriptions that aren’t segmented and form submission data that vanishes into thin air, it’s no wonder marketers are feeling the strain. **Good news: you don’t have to be one of them**. With [**Elementor Pro**](https://automatorplugin.com/share/elementor) and [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can turn every form submission into a powerful trigger for **personalized emails, course enrollments, CRM tagging, Discord invites—you name it**. Whether you’re managing a bustling membership site or just want to make smarter use of your contact forms, Automator makes it effortless. Let’s explore the most effective ways to automate your Elementor forms, optimize performance, and boost conversions—no code, no hassle. ## **Why Automate Elementor Forms** [**77% of marketers**](https://www.slideshare.net/ApsisInternational/33-great-statistics-about-lead-management-automation) **who use automation convert more leads than those who don’t.** Your Elementor forms are more than just data collectors—they’re opportunities to **connect, convert, and create a better experience**. But when you rely on manual processes, it’s easy for those opportunities to slip through the cracks. **That’s where automation steps in**. By connecting Elementor forms to your broader WordPress ecosystem (think CRMs, LMSs, messaging apps, and more), you can streamline lead generation, accelerate onboarding, and personalize user journeys—all without lifting a finger. It’s not just about saving time (although that’s a big perk). **It’s about creating workflows that work *for* you**. Whether you want to add new contacts to a campaign, enroll users into a free course as a lead magnet, or log data in Google Sheets, **Automator makes it click-and-go easy**. Think of it as your behind-the-scenes helper, quietly transforming your forms into conversion powerhouses. Coming up next: ready-to-use automations that turn your Elementor forms into your most powerful conversion-boosting assets. ## **9 Automated Elementor Form Workflows You’ll Love** In this section, we’ll introduce you to some Uncanny Automator recipes that will help you unlock the full potential of your Elementor forms. If you don’t have Uncanny Automator installed on your WordPress website, don’t worry. You can install and activate Automator for FREE and implement some of these recipes yourself. ### **Lead Capture and Nurturing** **1. Connect Elementor Forms to Any CRM** [![Uncanny Automator recipe that shows how to automate Elementor forms by creating a new HubSpot contact when a newsletter popup form is submitted.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-create-contact-in-hubspot-1024x635.png "when-elementor-form-submitted-create-contact-in-hubspot")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-create-contact-in-hubspot.png) For [**50% of marketers**](https://wpforms.com/online-form-statistics-facts/Hubspot), web forms are their **highest converting lead generation tool**. That’s why it’s crucial to have seamless Elementor forms and CRM integration—and Automator gives you more options than any other plugin. With [**dozens of CRM integrations**](https://automatorplugin.com/integrations/), Automator ensures **flexibility and accuracy, giving users total control over their lead capture to nurture funnel**. In the recipe pictured above for example, we’re able to instantly send new form submissions to our preferred CRM, capturing as much or as little information as we choose. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-create-a-contact-in-hubspot/) **2. Tag Contacts for Targeted Email Campaigns** [![Uncanny Automator recipe that shows how to automate Elementor forms by tagging a contact in Constant Contact when a specific value is submitted in a form field.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-with-value-add-tag-to-contact-1024x678.png "when-elementor-form-submitted-with-value-add-tag-to-contact")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-with-value-add-tag-to-contact.png) Want to know the key to **higher conversion rates**? Personalization, personalization, personalization! Sending the **right message** to the **right contact** at the **right time** is the difference between **nurturing a lead** and losing them to the vast digital void. Of course, it’s not possible to manually personalize thousands of emails—at least, not in a cost-effective way. However, with an **automated workflow that tags and segments your contacts** based on specific values in their form submission, you can **launch hyper-targeted email campaigns** without lifting a finger. No matter what values you wish to include in your Elementor forms (language preference, product interests, etc.), the Automator recipe pictured above helps you **segment like a pro and dramatically improve email engagement**. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-create-a-contact-in-constant-contact/) **3. Automate Lead Magnet Workflows** [![Uncanny Automator recipe that uses Elementor forms to enroll users in a LearnDash course. When a form is submitted, the user is automatically enrolled in the “Advanced Automation” course and scheduled to be unenrolled after 7 days.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-enroll-user-in-lead-magnet-course-1024x940.png "when-elementor-form-submitted-enroll-user-in-lead-magnet-course")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-enroll-user-in-lead-magnet-course.png) The results are in: [**lead magnets work**](https://mycodelesswebsite.com/lead-magnet-statistics/). From downloadable content to limited trials, lead magnets are an effective way to **grow your email list and begin nurturing leads** from the first point of contact. In the recipe pictured above, for example, we’re able to use an Elementor form to collect leads with an enticing magnet; access to a LearnDash course. We’ve even included a secondary action to unenroll users after seven days. Want to make the recipe even more dynamic? Include a filter to the secondary action so that it will only run on users who haven’t upgraded to paid access. [![Uncanny Automator action that unenrolls users from a LearnDash course 7 days after submitting Elementor forms—unless they’ve purchased the related WooCommerce product.](https://automatorplugin.com/wp-content/uploads/2025/04/unenroll-user-from-learndash-course-with-woo-filter-1024x534.png "unenroll-user-from-learndash-course-with-woo-filter")](https://automatorplugin.com/wp-content/uploads/2025/04/unenroll-user-from-learndash-course-with-woo-filter.png) With [**253 integrations**](https://www.automatorplugin.com/integrations) and more conditions than you can count, Automator makes it easy for users to create high-converting lead magnets of any kind. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-enroll-a-new-user-in-a-learndash-course/) ### **Admin and Data Management** **4. Create WordPress Users Automatically** [![Automator recipe that uses Elementor forms to create a new WordPress user when a form is submitted.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-create-wordpress-user-1024x578.png "when-elementor-form-submitted-create-wordpress-user")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-create-wordpress-user.png) Registering new users on your WordPress website just got a whole lot easier. From any Elementor form with an email field, you can **easily create new WordPress users**. Cut back on hours of admin work and data entry with this basic automation. Of course, Automator promises full integration. That means that you can **add custom fields from your WordPress form to new user accounts** as custom meta. For community sites, gated content, online courses, or membership programs, this is a great way to **reduce signup friction**. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-create-a-wordpress-user/) **5. Connect Elementor Forms to Google Sheets** [![Automator recipe showing how to use Elementor forms to automatically create a new row in Google Sheets whenever any form is submitted.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-create-row-google-sheets-1024x576.png "when-elementor-form-submitted-create-row-google-sheets")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-create-row-google-sheets.png) Need a quick way to share or **analyze form data**? Want to perform **your own A/B testing**? This Automator recipe sends form submissions directly to a Google Sheets, giving you a way to **capture form data, from submission date and time to the values entered in each field**. Greatly improve internal reporting and collaborate seamlessly on projects, all while keeping your WordPress website and user data secure. It’s a simple but powerful automation to keep your data organized and accessible. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-create-a-new-row-in-a-google-sheet/) ### **Engagement and Communication** **6. Send Exclusive Discord Invites** [![Automator recipe showing how to use Elementor forms to automatically invite users to a Discord server based on submitted email addresses.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-invite-email-to-discord-server-1024x579.png "when-elementor-form-submitted-invite-email-to-discord-server")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-invite-email-to-discord-server.png) **Grow your community on autopilot.** This Automator recipe sends a custom Discord invite to an email when a form is submitted. Recipes like this one are perfect for **welcoming new members, offering bonus access, or running events**. It’s a slick way to turn form submissions into engagement without lifting a finger. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-invite-an-email-to-a-discord-server/) **7. Register Attendees for Zoom Webinars** [![Automator recipe that uses Elementor forms to automatically add attendees to a Zoom webinar.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-add-attendee-to-zoom-webinar-1024x580.png "when-elementor-form-submitted-add-attendee-to-zoom-webinar")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-add-attendee-to-zoom-webinar.png) With an **average conversion rate of** [**30% from cold traffic**](https://convertkit.com/resources/blog/webinar-marketing), webinars are some of the best tools not just for generating leads, but for **engaging with users**. Paired with Automator, your Elementor forms can be the registration tool that **gets your audience into your virtual spaces**. No spreadsheets, no copy-paste, just clean automation that ensures every interested lead is registered. Use this recipe to carry out **informative workshops, hands-on product demos, live Q&A events**, and more. **8. Generate AI-Powered Responses to Form Submissions** [![Automator recipe that uses Elementor forms to collect user input, generate a response with GPT, and email the reply—demonstrating how to enhance interactivity with AI-powered responses from Elementor form submissions.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-with-value-generate-ai-response-1024x675.png "when-elementor-form-submitted-with-value-generate-ai-response")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-with-value-generate-ai-response.png) Want to generate **AI responses to requests for quotes**? Or how about generating **custom responses to form submissions** based on customer feedback? With this automation, you can generate personalized responses to Elementor form submissions using Automator’s OpenAI integration. **Answer FAQs, provide tailored recommendations**, or even just delight users with instant replies. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-with-a-specific-value-in-a-specific-field-generate-a-response-with-openais-gpt-model/) **9. Send Slack Notifications to Your Team** [![Uncanny Automator recipe that uses Elementor forms to send Slack messages based on specific field values.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-with-value-send-message-to-slack-channel-1024x575.png "when-elementor-form-submitted-with-value-send-message-to-slack-channel")](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-with-value-send-message-to-slack-channel.png) **Keep your team in the loop with real-time notifications in Slack.** Whether you want to **prioritize high-value leads, promptly escalate support requests, or process survey responses** as they come in, Automator has you covered. Your team stays responsive—and your users stay impressed. [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-with-a-specific-value-in-a-specific-field-send-a-message-to-a-slack-channel/) ## **More Ways to Automate Elementor Forms** If you’re still looking for more Elementor forms automations, we’ve got a solution for you. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more triggers, actions, filters, and features than we can count. In other words, there are endless ways for you to automate your Elementor forms. **Automator’s R.I.C.H framework** can help you identify more opportunities to automate customer service workflows. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. **Remember, when it comes to automation, think RICH!** Ready to create some Elementor forms automations of your own? [**Get your Automator Pro license now if you haven’t already >>>**](https://www.automatorplugin.com/pricing) ## **How to Optimize Elementor Forms: 10 Pro Tips** Want to get even more out of your Elementor forms? Now that you have some powerful automations, you can **optimize your forms** themselves to fit more seamlessly into your workflows. These pro tips are backed by real-world results and designed to **increase completions, reduce friction, and deliver a top-notch user experience**. ### **1. Progressive Profiling: Trim the Fat** Less is more—especially when it comes to web forms. Reducing your fields from four to three can [**boost conversion rates by nearly 50%**](https://www.quicksprout.com/contact-form-conversion-rate/). **Pro Tip:** Automation allows you to employ progressive profiling in a natural and seamless manner. With every form, only ask for what’s absolutely essential. ### **2. Break It Up With Multi-Step Forms** [**Multi-step forms convert 86% better**](https://blog.hubspot.com/marketing/state-of-email-lead-capture) than traditional ones, yet only 40% of marketers use them. **Pro Tip:** Use [Elementor’s step-by-step functionality](https://elementor.com/help/multi-step-forms/) with progress indicators to make long forms feel effortless. ### **3. Enable Autofill** Forms that support autofill see [**10%+ more completions**](https://www.zuko.io/blog/does-browser-autofill-affect-form-conversion-rate). **Pro Tip:** Use standard field names and autocomplete attributes to reduce friction and speed up the process for your users. ### **4. Run A/B Tests** Marketers who **A/B test forms see** [**10% better conversion rates**](https://blog.hubspot.com/marketing/state-of-email-lead-capture). **Pro Tip:** Test headlines, field order, and submit buttons to see what really gets clicks—and don’t forget to test mobile! ### **5. Do User Testing (Because Most Don’t!)** Usability testing is a proven way to find problems before they become, well, problems. And the good news is that **it only takes** [**about 5 users**](https://www.nngroup.com/articles/usability-testing-101/#:~:text=The%20number%20of%20participants%20needed,common%20problems%20in%20the%20product.) **to perform a thorough UX usability test**. **Pro Tip:** Use tools like Hotjar, or ask a friend to record their screen while completing your form to uncover real friction points. ### **6. Design With Mobile In Mind** **Internet users are** [**increasingly on mobile devices**](https://www.statista.com/topics/779/mobile-internet/)—and they’re a lot less forgiving. **Pro Tip:** Prioritize responsive design, use single-column layouts, large touch targets, and avoid zoom triggers for a frictionless mobile experience. ### **7. Minimize Distractions** Decision fatigue is real. **Pro Tip:** Remove unnecessary links, popups, or sidebars from pages with lead capture forms. Distraction-free pages convert better. ### **8. Speed Up the Checkout Process** The average **checkout conversion rate is** [**just 2.96%**](https://www.simpler.so/e-commerce/the-ultimate-guide), so every second counts. **Pro Tip:** Use conditional logic, inline field validation, and automatic account creation to get customers through your funnel as quickly and seamlessly as possible. ### **9. Make Forms Accessible** Accessibility broadens your market and boosts conversions. **Pro Tip:** Use proper labels, logical tab order, error messaging, and ARIA (Accessible Rich Internet Applications) attributes to ensure screen readers can navigate smoothly. ### **10. Track Everything** You can’t improve what you don’t measure. **Pro Tip:** Use Google Tag Manager, built-in analytics, or Automator’s integrations to track views, submissions, and form drop-offs. ## **Frequently Asked Questions** **Can I automate Elementor forms for free?** Yes! As long as you have Elementor Pro, Uncanny Automator’s free version supports Elementor forms integrations. The free version includes powerful triggers and action along with complimentary app credits—no Pro license (or coding) required. For unlimited app credits to use integrations like [**OpenAI**](https://automatorplugin.com/share/openai/), [**Google Sheets**](https://automatorplugin.com/share/google-sheets/), or [**Brevo**](https://automatorplugin.com/share/brevo/), upgrade to Automator Pro. **Do I need coding skills to use Automator with Elementor?** Nope—zero coding needed. Automator’s visual interface makes it easy to build form automations with just a few clicks. If you can point and click, you’re already a pro. **What CRMs can I connect Elementor forms to?** Automator works with popular CRMs like [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Drip**](https://automatorplugin.com/share/drip/), [**Groundhogg**](https://automatorplugin.com/share/groundhogg), [**HubSpot**](https://automatorplugin.com/share/groundhogg), and dozens more. Just choose your CRM and start syncing leads in real time. **Can I use AI to respond to form submissions?** Absolutely! With the OpenAI integration, you can generate dynamic responses to form inputs—great for FAQs, personalized messages, or lead follow-ups. ## **Conclusion** Elementor forms are already one of the **most powerful lead-gen tools in WordPress**—but when you add Uncanny Automator to the mix, they become **full-blown marketing engines**. With the right automations, you can: - **convert more visitors** into qualified leads, - **eliminate repetitive manual tasks**, and - deliver timely, **personalized user experiences**. Whether you’re syncing data to your CRM, increasing the pull of your lead magnets, or finding more ways to engage with your audience, **Automator makes it all happen—without code, without headaches**. **Ready to power up your forms?** [**Get Uncanny Automator**](https://www.automatorplugin.com/pricing) and start building smarter workflows in minutes. Your users (and your future self) will thank you. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [The Best WordPress CRM Platforms in 2025 for Any Business](https://automatorplugin.com/the-best-wordpress-crm-platforms-for-any-business/) **Published:** January 25, 2023 **Author:** Brendan Da Costa **Content:** *Discover the 11 best WordPress CRM plugins in 2025. Compare free and paid options, weigh different features and find recommendations just for your niche.* [![The Best WordPress CRM Platforms for Any Business Feature Image](https://automatorplugin.com/wp-content/uploads/2023/01/The-Best-WordPress-CRM-Platforms-for-Any-Business-Feature-Image.png "The Best WordPress CRM Platforms for Any Business Feature Image")](https://automatorplugin.com/wp-content/uploads/2023/01/The-Best-WordPress-CRM-Platforms-for-Any-Business-Feature-Image.png) Looking for the perfect WordPress CRM to supercharge your customer relationships and boost sales? You’re in the right place. With [**over 91% of businesses with 10+ employees**](https://www.grandviewresearch.com/industry-analysis/customer-relationship-management-crm-market) already using CRM systems, choosing the right platform can make or break your customer management strategy. In this comprehensive guide, we’ll explore the **11 best WordPress CRM platforms in 2025**, helping you find the perfect match for your business needs and budget. ## **Quick Comparison Table** CRM PlatformBest forStarting PriceFree PlanKey Strength(s)**HubSpot**Small to enterprise-level businesses, marketing-focused companies, teams wanting “click to conversion” CRM integration.Free✅All-in-one marketing & sales**Jetpack CRM**WordPress-centric businesses, freelancers, agencies managing multiple client sites.Free✅Native WordPress integration**ActiveCampaign**eCommerce businesses with complex automation needs, multi-channel marketing-focused organizations.$20/month (may vary by country)❌Advanced automation**FluentCRM**Privacy-conscious businesses, companies with technical resources, agencies managing multiple sites.Free✅WordPress-native, privacy-focused**Zoho CRM**Growing businesses, companies wanting integrated business tools, organizations needing advanced customization.Free✅Integrated business apps and large Zoho ecosystem**Pipedrive**Sales-focused teams, businesses with clear sales processes, companies prioritizing deal management.$14/month❌Visual sales pipeline**Drip**eCommerce businesses, online retailers, subscription-based companies.$39/month (may vary by country)❌eCommerce automation**Groundhogg**Growing businesses with large contact lists, agencies managing multiple clients, companies wanting to avoid per-contact pricing.Free✅No “success tax” pricing**Brevo**Small to medium businesses focused on email marketing, companies needing high deliverability, businesses wanting SMS integration.Free✅High deliverability rates**Mailchimp**Beginners, freelancers, and small businesses wanting an easy entry into email marketing and CRM.Free✅User-friendly email marketing (lots of templates)**Kit**Content creators, bloggers, and solopreneurs focused on audience growth and monetization.Free✅Creator-focused features## **Best Free WordPress CRMs** There’s no need to get your wallet out just yet. Let’s start with the CRMs that won’t cost you anything—at least, not at first. But don’t confuse free with cheap. These are still powerful email marketing tools that will help your business grow. ## 1. [HubSpot CRM](https://automatorplugin.com/share/hubspot/) [![HubSpot CRM platform homepage showing unified marketing, sales and customer service dashboard with contact management, deal funnel tracking, lead analytics and AI-powered customer insights for WordPress businesses.](https://automatorplugin.com/wp-content/uploads/2023/01/hubspot-homepage-1024x509.png "hubspot-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/hubspot-homepage.png) **Best Overall Free CRM** [**HubSpot**](https://automatorplugin.com/share/hubspot/) remains the gold standard for free CRM solutions in 2025. With unlimited users, contacts, and storage, it’s hard to beat for growing businesses. HubSpot also stands out for its additional capabilities. With a full suite of marketing, sales, content, and commerce products, it’s a perfect all-in-one solution for any business. **Key Features:** - Contact and company management - Deal tracking and pipeline management - Email marketing tools (limited) - Live chat and forms - Basic reporting and analytics - Mobile app access - [Explore more features >>>](https://www.hubspot.com/products/crm?hubs_content=www.hubspot.com/products/marketing) **Pros:** - Truly free forever (no credit card required) - Excellent user interface and ease of use - Robust feature set for a free plan - Seamless WordPress integration (with the right tools) - Extensive knowledge base and support **Cons:** - Advanced features require paid upgrades - Limited customization on free plan - HubSpot branding on forms and emails **Pricing (Customer Platform):** - Free: Unlimited contacts, basic CRM features - Paid plans starting for as little as $9/month/seat (subject to change) - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/hubspot/) [![HubSpot CRM pricing plans showing Free Tools at $0/month, Marketing Hub Starter at $9/month per seat, Starter Customer Platform at $9/month per seat, and Marketing Hub Professional at $800/month for WordPress businesses evaluating CRM costs.](https://automatorplugin.com/wp-content/uploads/2023/01/hubspot-marketing-hub-pricing-page-1024x566.png "hubspot-marketing-hub-pricing-page")](https://automatorplugin.com/wp-content/uploads/2023/01/hubspot-marketing-hub-pricing-page.png) **Best For:** Small to enterprise-level businesses, marketing-focused companies, teams wanting “click to conversion” CRM integration. ## 2. [Jetpack CRM](https://automatorplugin.com/share/jetpack-crm/) [![Jetpack CRM homepage featuring "Nurture Contacts. Grow your Business" headline with contacts dashboard mockup showing contact profiles and green "Get Started" button.](https://automatorplugin.com/wp-content/uploads/2023/01/jetpack-crm-homepage-1024x464.png "jetpack-crm-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/jetpack-crm-homepage.png) **Best WordPress-Native CRM** Developed by Automattic (the company behind WordPress.com), [**Jetpa**](https://automatorplugin.com/share/jetpack-crm/)**[c](https://automatorplugin.com/share/jetpack-crm/)**[**k CRM**](https://automatorplugin.com/share/jetpack-crm/) offers the most seamless WordPress integration available. **Key Features:** - Complete WordPress dashboard integration - Contact and company management - Invoicing and quote generation - Task and project management - Email integration - Custom fields and segments - [Explore more features >>>](https://jetpackcrm.com/features/) **Pros:** - 100% free core functionality - No monthly subscriber limits - Direct WordPress integration - Open source and extensible - Invoice generation included **Cons:** - Limited third-party integrations - Basic email marketing features - Smaller ecosystem compared to major players **Pricing:** - Core: Free forever - Paid plans starting at $11/month - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/jetpack-crm/) [![Jetpack CRM pricing table showing three plans: Freelancer at $11/month, Entrepreneur at $17/month (most popular), and Reseller at $5.40 per site per month, with 14-day money back guarantee for WordPress CRM users.](https://automatorplugin.com/wp-content/uploads/2023/01/jetpack-crm-pricing-1024x681.png "jetpack-crm-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/jetpack-crm-pricing.png) **Best For:** WordPress-centric businesses, freelancers, agencies managing multiple client sites. ## 3. [FluentCRM](https://automatorplugin.com/share/fluentcrm/) [![FluentCRM homepage featuring "Email Marketing Automation dedicated to WordPress" headline with dashboard analytics mockup showing contact management, reporting charts, and automation workflows.](https://automatorplugin.com/wp-content/uploads/2023/01/fluentcrm-homepage-1024x595.png "fluentcrm-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/fluentcrm-homepage-scaled.png) **Best Self-Hosted Solution** For businesses prioritizing data privacy and control, [**FluentCRM**](https://automatorplugin.com/share/fluentcrm/) offers a powerful, self-hosted alternative that lives entirely within your WordPress installation. **Key Features:** - Self-hosted (your data stays on your server) - Advanced email marketing automation - Visual automation builder - GDPR compliant by design - Unlimited contacts and emails - [Explore more features >>>](https://fluentcrm.com/#features) **Pros:** - Complete data ownership - No monthly subscriber fees - Deep WordPress integration - Advanced automation capabilities - GDPR compliant **Cons:** - Requires technical setup - Limited third-party integrations - No built-in email delivery service **Pricing:** - Free: Basic CRM features, limited automation - Paid plans starting for $103/year - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/fluentcrm/) [![FluentCRM pricing table showing three plans: 1 Site License at $103/year (Super Saver), 5 Site License at $199/year, and 50 Site License at $399/year, with special first-year discount for WordPress CRM users.](https://automatorplugin.com/wp-content/uploads/2023/01/fluentcrm-pricing-1024x574.png "fluentcrm-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/fluentcrm-pricing.png) **Best For:** Privacy-conscious businesses, companies with technical resources, agencies managing multiple sites. ## 4. [Zoho CRM](https://automatorplugin.com/share/zoho/) [![Zoho CRM homepage featuring "IT'S EASY TO GROW" headline with tagline about converting more and building lasting relationships using contextual AI and thoughtful UI for WordPress business growth.](https://automatorplugin.com/wp-content/uploads/2023/01/zoho-crm-homepage-1024x465.png "zoho-crm-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/zoho-crm-homepage.png) **Best Comprehensive Business Suite** [**Zoho CRM**](https://automatorplugin.com/share/zoho/) offers exceptional value as part of the broader Zoho ecosystem, providing integrated business management tools. **Key Features:** - AI assistant (Zia) for insights - Omnichannel communication - Sales process automation - Advanced analytics and reporting - Integration with 40+ Zoho apps - Mobile and offline access - [Explore more features >>>](https://www.zoho.com/crm/features.html) **Pros:** - Extensive feature set at competitive prices - Seamless integration with Zoho suite - Strong customization options - Excellent mobile apps - Good customer support **Cons:** - Can be overwhelming for simple needs - Learning curve for advanced features - Some integrations require higher tiers **Pricing:** - Free: freemium model with limited seats and features - Trial: 15-day free trial of paid plans - Paid plans starting at $19/month (subject to change) - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/zoho/) [![Zoho CRM pricing table showing four plans: Standard at C$19/month, Professional at C$31/month, Enterprise at C$50/month (most popular), and Ultimate at C$65/month, with yearly billing and up to 34% savings for WordPress CRM users.](https://automatorplugin.com/wp-content/uploads/2023/01/zoho-crm-pricing-1024x748.png "zoho-crm-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/zoho-crm-pricing.png) **Best For:** Growing businesses, companies wanting integrated business tools, organizations needing advanced customization. ## 5. [Groundhogg](https://automatorplugin.com/share/groundhogg) [![Groundhogg homepage featuring "THE CRM FOR WORDPRESS USERS THAT DOESN'T SUCK" headline in bold orange text with "GET STARTED NOW" and "TRY FOR 14 DAYS" buttons for WordPress CRM without success tax pricing.](https://automatorplugin.com/wp-content/uploads/2023/01/groundhogg-homepage-1024x487.png "groundhogg-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/groundhogg-homepage.png) **Best for Scalable Contact Management** [**Groundhogg**](https://automatorplugin.com/share/groundhogg) was among the first fully integrated CRM and marketing automation plugins built specifically for WordPress. It still offers unique pricing advantages for growing businesses and is a no-brainer for startups. **Key Features:** - Advanced contact management and segmentation - Visual funnel builder - Email marketing automation - Lead scoring and tagging - Custom reporting and analytics - Extensive extension ecosystem - [Explore more features >>>](https://www.groundhogg.io/features/) **Pros:** - No “success tax” – pricing doesn’t increase with contact growth - Deep WordPress integration - Comprehensive extension library - Advanced search and filtering capabilities - Centralized contact records **Cons:** - Steeper learning curve than simpler alternatives - Fewer third-party integrations than major players - Requires more technical setup **Pricing:** - Free: Basic CRM features and email blasts - Paid plans starting for as little as $20/month - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/groundhogg) [![Groundhogg pricing table showing four plans: Agency at $100/month, Pro at $50/month (popular), Plus at $40/month, and Basic at $20/month, all billed annually with no contact-based pricing increases for WordPress CRM users.](https://automatorplugin.com/wp-content/uploads/2023/01/groundhogg-pricing-1024x704.png "groundhogg-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/groundhogg-pricing-scaled.png) **Best For:** Growing businesses with large contact lists, agencies managing multiple clients, companies wanting to avoid per-contact pricing. ## 6. [Brevo](https://automatorplugin.com/share/brevo/) (formerly [Sendinblue](https://automatorplugin.com/share/brevo/)) [![Brevo homepage featuring "Grow with Smarter Email Marketing & CRM" headline with email template builder interface mockup showing drag-and-drop design tools and "Sign up free" button for AI-enabled customer relationship management.](https://automatorplugin.com/wp-content/uploads/2023/01/brevo-homepage-1024x453.png "brevo-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/brevo-homepage-scaled.png) **Best Email Deliverability & Marketing Automation** Don’t want your emails floating through cyberspace? [**Brevo**](https://automatorplugin.com/share/brevo/) has established itself as a reliable email marketing platform with strong CRM capabilities and excellent deliverability rates. **Key Features:** - Advanced email marketing automation - SMS marketing integration - Landing page builder - Contact management and segmentation - Transactional email service - Real-time reporting and analytics - [Explore more features >>>](https://www.brevo.com/features/) **Pros:** - Excellent email deliverability rates - Generous free plan (300 emails/day) - Strong automation capabilities - Affordable pricing structure - Built-in SMS marketing - Good customer support **Cons:** - Limited CRM features compared to dedicated platforms - Fewer advanced sales tools - Basic customization options **Pricing:** - Free: 300 emails/day, unlimited contacts - Paid plans starting at less than $9/month - [See the full pricing schedule >>>](https://automatorplugin.com/share/brevo/) [![Brevo pricing table showing four plans: Free at $0/month with 300 emails/day, Starter at $8.08/month, Business at $16.17/month (most popular), and Enterprise with custom pricing and 10% yearly discount for email marketing CRM.](https://automatorplugin.com/wp-content/uploads/2023/01/brevo-pricing-1024x795.png "brevo-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/brevo-pricing-scaled.png) **Best For:** Small to medium businesses focused on email marketing, companies needing high deliverability, businesses wanting SMS integration. ## 7. [Mailchimp](https://automatorplugin.com/share/mailchimp/) [![Mailchimp CRM homepage featuring "Turn Emails & SMS into Revenue" headline.](https://automatorplugin.com/wp-content/uploads/2023/01/mailchimp-integration-1024x378.png "mailchimp-integration")](https://automatorplugin.com/wp-content/uploads/2023/01/mailchimp-integration-scaled.png) **Best for Beginners & Small Businesses** [**Mailchimp**](https://automatorplugin.com/share/mailchimp/) has long been the go-to platform for businesses just starting with email marketing and CRM. Its user-friendly interface and extensive template library make it easy to launch campaigns and track results without a steep learning curve. While Mailchimp does a free plan, with a 500-contact limit, I’m pretty sure that you’ll want to upgrade quickly. **Key Features:** - Drag-and-drop email builder - Pre-built email and landing page templates - Audience segmentation and tagging - Basic automation workflows - Detailed analytics and A/B testing - Integrations with WooCommerce and WordPress - [Explore more features >>>](https://mailchimp.com/features/) **Pros:** - Free plan with generous features (up to 500 contacts) - Extremely beginner-friendly interface - Large template library - Wide range of integrations - Solid deliverability rates **Cons:** - Pricing increases quickly as your list grows - Limited advanced automation compared to competitors - Per-contact pricing model **Pricing:** - Free: Up to 500 contacts and 1,000 email sends/month - Paid plans starting for as little as $13/month - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/mailchimp/) ![Mailchimp pricing plan comparison table. Includes four plans: Free, Essential ($13/month), Standard ($20/month), and Premium ($350/month). The “Standard” plan has a “Best value” label.](https://automatorplugin.com/wp-content/uploads/2023/01/mailchimp-pricing-comparison-table-1024x788.png "mailchimp-pricing-comparison-table") **Best For:** Beginners, freelancers, and small businesses wanting an easy entry into email marketing and CRM. ## **Best Premium CRM Solutions** You’ll have to get the credit card ready for these CRM platforms. However, you’ll be happy you did. These are the best paid WordPress CRM platforms money can buy in 2025. ## 8. [ActiveCampaign](https://automatorplugin.com/share/activecampaign) [![ActiveCampaign homepage featuring "The next era of marketing is here" headline with autonomous marketing platform description and "Start your free trial" button.](https://automatorplugin.com/wp-content/uploads/2023/01/activecampaign-homepage-1024x398.png "activecampaign-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/activecampaign-homepage.png) **Best for Email Marketing Automation** [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) continues to lead the email marketing automation space with AI-powered features and sophisticated capabilities. **Key Features:** - Advanced email automation - Behavioral tracking and scoring - SMS marketing integration - Machine learning predictions - Advanced segmentation - Attribution reporting - [Explore more features >>>](https://www.activecampaign.com/pricing) **Pros:** - Industry-leading automation features - Excellent deliverability rates - Comprehensive integration ecosystem - Advanced reporting and analytics **Cons:** - Steep learning curve for beginners - Higher pricing for advanced features - Limited free trial period **Pricing:** - Free trial (limited in duration) - Paid plans starting at $20/month (may vary by country) - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/activecampaign) [![ActiveCampaign pricing page showing four plans: Enterprise at $196/month, Pro at $107/month (popular), Plus at $66/month, and Starter at $20/month for 1,000 email contacts with AI marketing automation features.](https://automatorplugin.com/wp-content/uploads/2023/01/activecampaign-pricing-1024x687.png "activecampaign-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/activecampaign-pricing.png) **Best For:** eCommerce businesses with complex automation needs, multi-channel marketing-focused organizations. ## 9. [Pipedrive](https://automatorplugin.com/share/pipedrive/) [![Pipedrive homepage featuring "The easy and effective CRM for closing deals" headline with sales pipeline dashboard mockup showing deal tracking, contact management, and AI-powered sales automation for WordPress businesses.](https://automatorplugin.com/wp-content/uploads/2023/01/pipedrive-homepage-1024x533.png "pipedrive-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/pipedrive-homepage-scaled.png) **Best Sales-Focused CRM** Built by salespeople for salespeople, [**Pipedrive**](https://automatorplugin.com/share/pipedrive/) excels at visual pipeline management and sales process optimization. Ready to check out—or check it out? **Key Features:** - Visual sales pipeline management - Activity-based selling methodology - Email integration and tracking - Smart contact data enhancement - Sales reporting and forecasting - Mobile-first design - [Explore more features >>>](https://www.pipedrive.com/en/products/email-marketing-software) **Pros:** - Intuitive, visual interface - Strong focus on sales activities - Excellent mobile experience - Good integration ecosystem - Affordable pricing structure **Cons:** - Limited marketing automation features - Basic customization options - Additional costs for advanced features **Pricing:** - Free trial: 14-day free trial - Paid plans starting at $14/month - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/pipedrive/) [![Pipedrive pricing table showing four plans: Lite at US$14/month, Growth at US$39/month, Premium at US$49/month (most popular), and Ultimate at US$79/month, with annual billing savings up to 42% for sales CRM users.](https://automatorplugin.com/wp-content/uploads/2023/01/pipedrive-pricing-1024x747.png "pipedrive-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/pipedrive-pricing.png) **Best For:** Sales-focused teams, businesses with clear sales processes, companies prioritizing deal management. ## 10. [Drip](https://automatorplugin.com/share/drip/) [![Drip homepage featuring "Go beyond newsletters" headline with email automation workflow diagrams, signup form mockup, and "Demo Drip" and "Start free trial" buttons for e-commerce email marketing automation.](https://automatorplugin.com/wp-content/uploads/2023/01/drip-crm-homepage-1024x508.png "drip-crm-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/drip-crm-homepage-scaled.png) **Best for E-commerce** [**Drip**](https://automatorplugin.com/share/drip/) remains the go-to choice for e-commerce businesses, with deep integration capabilities for online stores. **Key Features:** - E-commerce automation workflows - Behavioral email triggers - Revenue attribution tracking - Advanced segmentation - Personalization engine - Multi-channel campaigns **Pros:** - E-commerce-specific features - Powerful automation capabilities - Strong WooCommerce integration - Excellent deliverability - Revenue-focused reporting **Cons:** - Higher pricing for larger lists - Limited non-e-commerce features - Steep learning curve initially **Pricing:** - Trial: Book a demo or start a 14-day free trial - Paid plans starting at $39/month (may vary by country) - [Explore the full pricing schedule >>>](https://automatorplugin.com/share/drip/) [![Drip pricing calculator showing $39/month for 2,500 email contacts with interactive slider, 14-day free trial offer, and included features like unlimited email sends, dynamic segments, and workflow automation for e-commerce CRM.](https://automatorplugin.com/wp-content/uploads/2023/01/drip-crm-pricing-966x1024.png "drip-crm-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/drip-crm-pricing.png) **Best For:** eCommerce businesses, online retailers, subscription-based companies. ## [11. Kit](https://automatorplugin.com/share/convertkit/) (formerly [ConvertKit](https://automatorplugin.com/share/convertkit/)) [![Kit homepage with the headline “The email-first operating system for serious creators”. A dashboard showing “Revenue” and “Subscribers” is on the right.](https://automatorplugin.com/wp-content/uploads/2023/01/kit-homepage-1024x610.png "kit-homepage")](https://automatorplugin.com/wp-content/uploads/2023/01/kit-homepage-scaled.png) **Best for Content Creators** [**ConvertKit**](https://automatorplugin.com/share/convertkit/) was built with creators in mind—bloggers, podcasters, YouTubers, and course makers. It emphasizes audience growth and monetization, giving creators the tools they need to nurture relationships and sell digital products directly. **Key Features:** - Visual email automation builder - Customizable opt-in forms and landing pages - Audience segmentation and tagging - Digital product sales and checkout tools - Subscriber management and analytics - Creator Network for collaboration and growth - [Explore more features >>>](https://kit.com/features) **Pros:** - Tailored specifically for content creators - Easy landing page and form builder - Built-in tools to sell digital products and subscriptions - Generous free plan (up to 1,000 subscribers) - Excellent customer support **Cons:** - Less robust for complex sales teams - Fewer advanced analytics compared to enterprise CRMs - Limited customization on lower tiers **Pricing:** - Free: Up to 1,000 subscribers with basic features - Paid plans starting at $25/month - [See the full pricing schedule >>>](https://automatorplugin.com/share/convertkit/) [![Kit pricing plans showing Newsletter ($0), Creator ($25/mo), and Creator Pro ($50/mo) with listed features.](https://automatorplugin.com/wp-content/uploads/2023/01/kit-pricing-1024x827.png "kit-pricing")](https://automatorplugin.com/wp-content/uploads/2023/01/kit-pricing.png) **Best For:** Content creators, bloggers, and solopreneurs focused on audience growth and monetization. ## **Industry-Specific Recommendations** Want to know which WordPress CRM is best for your business? Let me break it down by industry. ### **Best WordPress CRM for Content Creators & Bloggers** **Top Pick: [Kit >>>](https://automatorplugin.com/share/convertkit/)** - Creator-focused features - Easy audience segmentation - Landing page builder included - Sponsor network for monetization ### **Best WordPress CRM for eCommerce Businesses** **Top Pick:** [**Drip >>>**](https://automatorplugin.com/share/drip/) - Advanced e-commerce automation - Revenue attribution tracking - Cart abandonment workflows - Product recommendation engine ### **Best WordPress CRM for B2B Sales Teams** **Top Pick:** [**Pipedrive >>>**](https://automatorplugin.com/share/pipedrive/) - Visual pipeline management - Activity-based selling - Advanced reporting - Mobile-first approach ### **Best WordPress CRM for Service-Based Businesses** **Top Pick:** [**HubSpot >>>**](https://automatorplugin.com/share/hubspot/) - Ticket management - Customer portal - Service analytics - Knowledge base integration ### **Best WordPress CRM for High-Volume Email Marketing** **Top Pick:** [**Brevo >>>**](https://automatorplugin.com/share/brevo/) - Excellent deliverability rates - Generous free tier (300 emails/day) - Built-in SMS marketing - Affordable scaling options ### **Best WordPress CRM for WordPress Agencies** **Top Pick:** [**Groundhogg >>>**](https://automatorplugin.com/share/groundhogg) - No per-contact pricing increases - Pricing structure makes multi-client management effective - Extensive extension ecosystem - Advanced contact segmentation ## **How to Choose the Right WordPress CRM** Still don’t know which WordPress CRM is best for you? I get it. With so many great options, it’s hard to decide. Apply these criteria to your decision-making process to make the right fit clearer. ### **Assess Your Business Needs** **Consider these questions:** - What’s your primary goal? (Sales, marketing, customer service.) - How many contacts do you have? - What’s your monthly budget? - Do you need advanced automation? - How technical is your team? ### **Consider Scalability** **Consider these growth factors:** - Pricing structure (per contact vs. per user) - Feature limitations on lower tiers - Data migration capabilities - Team collaboration tools ### **Test Before Committing** **Most platforms offer:** - Free trials (14-30 days) - Free tiers with basic features - Money-back guarantees - Migration assistance ## **WordPress CRM Integration Best Practices** Choosing the right CRM for your WordPress business is just half the business battle. After you’ve selected your preferred CRM, it’s important to make the most out of it. With the right practices in place, you’ll maximize your ROI from your CRM and connect with your customers more meaningfully. **Data Synchronization Tips** Set up automatic synchronization so that when someone fills out a form, places an order, or joins a membership, their information flows straight into your CRM. This keeps your records tidy, your follow-ups timely, and your marketing lists always up to date. **GDPR and Privacy Tips** While automation is wonderful, compliance is crucial. Pay special attention to GDPR and other privacy regulations by collecting clear consent, setting retention policies, and making it easy for users to access or export their data. Choosing a CRM that bakes privacy into its design will save you stress down the road. **Consistency is Key** Consistency is another best friend here. Standardize your fields—like names, emails, and phone numbers. This way, whether a customer comes in through WooCommerce, a lead magnet, or a membership signup, their profile lines up neatly with your CRM’s structure. Clean data means smoother automations and better reporting. **Scale as You Grow** As your business grows, you’ll add more contacts, more tools, and more touchpoints. Setting up your CRM with growth in mind—whether that’s avoiding per-contact pricing traps or building flexible automations—will save you from painful migrations later. **Measure and Improve** Check your automations, reports, and workflows regularly to see what’s working and what’s just collecting dust. The best CRMs aren’t just set-and-forget—they’re living systems that evolve with your business. ## Maximize Your CRM with[Uncanny Automator](https://www.automatorplugin.com/pricing) With so many great WordPress CRMs on this list, you can’t really make a wrong decision. Regardless of which CRM you choose, however, you’re going to need a little help managing your new workflows. For that, there’s [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![Uncanny Automator Mascot 512px](https://automatorplugin.com/wp-content/uploads/2022/11/mascot-standing-pose-512px.png "mascot-standing-pose-512px")](https://www.automatorplugin.com/pricing) As the #1 WordPress automation and integration plugin, Automator enhances your CRM so you can spend less time on repetitive tasks and more time connecting with your customers. Want to tag your students in your chosen CRM based on their [**LearnDash**](https://automatorplugin.com/share/learndash) activity? No problem. How about integrating your events management plugin or generating QR codes to include in your emails? Easy. Ever wondered if you could change user roles in WordPress from changes to your mailing list? Yup, Automator can do that, too. [**Discover more ways to grow your email marketing list with Uncanny Automator >>>**](https://automatorplugin.com/automated-wordpress-lead-generation/) ## **Frequently Asked Questions** **What is a WordPress CRM plugin?** A WordPress CRM plugin integrates customer relationship management functionality directly into your WordPress site. This allows you to manage leads, customers, and sales processes from your WordPress dashboard or through connected external platforms. **Do I need a paid CRM for my small business?** Not necessarily. Platforms like [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Jetpack CRM**](https://automatorplugin.com/share/jetpack-crm/), and [**FluentCRM**](https://automatorplugin.com/share/fluentcrm/) offer robust free tiers that can handle small business needs. Consider upgrading when you need advanced automation, larger contact limits, or specialized features. **Can I migrate data between CRM platforms?** Yes, most major CRM platforms offer data migration tools or services. However, complex customizations may require professional assistance. Always export your data before switching platforms. **Which CRM integrates best with WooCommerce?** Most CRMs integrate well with WooCommerce. However, it’s best to get a dedicated integration plugin. Uncanny Automator is fully integrated with your CRMs and WooCommerce store, creating a perfect bridge between eCommerce and email marketing. **What’s the difference between email marketing and CRM?** Email marketing focuses on sending campaigns and newsletters. CRM, on the other hand, encompasses the entire customer lifecycle including lead management, sales tracking, customer service, and relationship building. Many modern platforms combine both. **Can I use multiple CRMs simultaneously?** While technically possible, it’s not recommended due to data fragmentation and complexity. Instead, choose a comprehensive platform or use integration tools to connect specialized systems. ## **Conclusion** Choosing the right WordPress CRM in 2025 depends on your specific business needs, technical requirements, and growth plans. With that said, all of the CRMs on this list are capable of helping you grow your business. Remember, the best CRM is the one your team will actually use. Start with a free trial, test the interface, and ensure it aligns with your business processes before committing. And don’t forget, whichever CRM you choose, pair with Uncanny Automator to put your emails and customer relationships on autopilot. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins --- ### [Connect Your WordPress Website to Airtable with Automator](https://automatorplugin.com/connect-your-wordpress-website-to-airtable-with-automator/) **Published:** September 15, 2022 **Author:** Brendan Da Costa **Content:** *Want to connect your WordPress website to Airtable? Follow this step-by-step guide to send data from your website to Airtable for FREE.* [![Connect Your WordPress Website to Airtable with Automator Feature Image](https://automatorplugin.com/wp-content/uploads/2022/09/Connect-Your-WordPress-Website-to-Airtable-with-Automator-Feature-Image.png "Connect Your WordPress Website to Airtable with Automator Feature Image")](https://automatorplugin.com/wp-content/uploads/2022/09/Connect-Your-WordPress-Website-to-Airtable-with-Automator-Feature-Image.png) There are times when running a WordPress website can get a little messy. Between your spreadsheets, your image galleries, your client or member lists, your content calendar, your contributor and affiliate lists, your… you get the idea. Fortunately, you can consolidate all of your WordPress website data into a single, easy-to-use database. Connect your WordPress website to [**Airtable**](https://automatorplugin.com/share/airtable/) with [**Uncanny Automator**](https://www.automatorplugin.com/pricing) and make data-entry a thing of the past. The best part is that, with Automator and Airtable, you can start building bigger and better databases without spending any money! Yup, you read that right. I’m going to show you **how to create a seamless Airtable integration for WordPress for FREE. And without writing any code!** Ready to get started? ## What is [Airtable](https://automatorplugin.com/share/airtable/)? For the tech-enthusiasts in the crowd who enjoy using industry jargon, [**Airtable**](https://automatorplugin.com/integration/airtable/) is a cloud-based collaborative relational database management system (RDBMS) service. Try saying that five times fast. For everyone else in the crowd (myself included) who might find all those techy-words a little tongue-twisting, there is an easier definition. Simply put, Airtable is **a database that allows you and your team to store information, create relationships between that information and organize and view it** however you’d like. [![Airtable homepage with headline “From idea to app in an instant. Build with AI that means business” and a prompt box suggesting “Design a task manager app” with buttons for “New Suggestion” and “Build it now.”](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-homepage-1024x739.png "airtable-homepage")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-homepage.png) In spite of its sophistication, Airtable offers an intuitive, familiar and user-friendly interface that puts the power of relational databases right at your fingertips—no SQL fluency required. With Airtable, you can consolidate your Excel spreadsheets, synchronize your [Google Calendars](https://automatorplugin.com/integration/google-calendar/) and centralize your image galleries. There really is no limit to what data you can manage with Airtable. All of this doesn’t come cheaply however—**it comes totally freely!** You can get started with the free version of Airtable and still enjoy the best this relational database has to offer. As your database—and business—grows, upgrading to Airtable Plus, Pro or Enterprise won’t break the bank either. [Click here](https://www.airtable.com/pricing) for Airtable’s full pricing schedule. ### **How Does Airtable Work?** Airtable has a simple, hierarchical structure that makes storing, sharing and analyzing data easy and actually quite enjoyable. The basic components of Airtable are: - Workspaces - Apps (a.k.a., Bases or “databases”) - Tables - Fields - Records - Views **Workspaces** Workspaces house collections of bases and can each have their own unique set of workspace collaborators. It’s easiest to think of workspaces as different departments within a company. For example, in the picture below, I have two workspaces; *Marketing & Media* and *HR & Legal*. [![A grid of Airtable workspaces, organized into two panels; “HR & Legal” and “Marketing & Media”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-workspaces-1024x654.png "airtable-workspaces")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-workspaces.png) **Apps** In Airtable, the term “app” and “base” are often used interchangeably. Within databases, you’ll see tabs for, “Data”, “Automations”, “Interfaces”, and “Forms”. Altogether, this makes “bases” into “apps”. [![A grid of “Marketing & Media” apps in Airtable. The apps include, “Video Production”, “Content Guidelines”, and others.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-apps-marketing-and-media-1024x376.png "airtable-apps-marketing-and-media")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-apps-marketing-and-media.png) It’s easiest to think of “bases” as the individual databases where you’ll store all of your data. Databases generally start out in a familiar spreadsheet format called a “Grid” but they are infinitely customizable once you start to populate them with data. **Tables** Each base can contain an infinite number of tables. Tables are similar to worksheets in a spreadsheet. You can use them to store various types of related data. For example, in my *Event Planning* base, I can have various tables to store data such as event schedules, speakers, attendees, and budgets. [![An Airtable database titled “Event Planning”. The user has highlighted the tabs for the tables within the database, such as “Schedule” and “Speakers”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-tables-1024x477.png "airtable-event-planning-tables")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-tables.png) **Fields** In Airtable, fields are the individual columns within tables. Fields store a specific type of data, from simple text to images and formulas. Fields are designed and intended to keep your data consistent and organized across the database. [![An Airtable database titled “Event Planning”. The user has highlighted a column/field titled “Type”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-fields-1024x477.png "airtable-event-planning-fields")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-fields.png) **Records** Records are the fundamental building block of your Airtable database. They are similar to rows in a spreadsheet. Each “cell” that intersects with a field (or column) represents a data point for that record. In my *Event Planning* base, each activity is a record with data stored in various fields. [![An Airtable database titled “Event Planning”. The user has highlighted a row/record for an activity labelled “Lunch”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-records-1024x478.png "airtable-event-planning-records")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-records.png) **Views** Views is just one of the many ways that Airtable sets itself apart from other organizational and collaborative tools. Once you’ve populated your base with data, you can change the way you view that information with just a click. Select the calendar view for events, the timeline view for sequential information, the gallery view for products or switch between them all—whatever catches your fancy! [![An Airtable database titled “Event Planning”. The user has highlighted different view options such as “Calendar”, “Gallery”, and “List”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-views-1024x507.png "airtable-event-planning-views")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-event-planning-views.png) ## What is [Uncanny Automator](https://automatorplugin.com/pricing)? [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration plugin for WordPress websites. With Automator, you can create combinations of triggers and actions to connect your favorite apps and plugins, automate your workflows and, most importantly, save yourself loads of time and money. [![](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage-1024x529.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage.png) With Automator, connecting your WordPress website to your Airtable databases doesn’t require a single line of code. Or even a single penny. Pair the most powerful automation plugin with the most powerful database tool to create seamless workflows. To install and activate Uncanny Automator Lite (the free version of Automator): 1. Log in to your WordPress site as an Admin. 2. Navigate to **Plugins** > **Add new**. 3. Enter “uncanny automator” in the search bar. 4. Click **Install** and **Activate**. 5. Register your account for complimentary app credits at [automatorplugin.com/my-account](https://automatorplugin.com/my-account). Ready to get started? ## **Connect Your WordPress Website to Airtable** Now that you’ve signed up for Airtable and installed the Automator plugin on your WordPress website, you’re just a few clicks away from creating a fully automated database. Automator will connect your WordPress website to Airtable using a webhook. I promise, it’s not nearly as techy-techy as it sounds. If you can copy and paste, you can use webhooks. **Step 1: Open Your Airtable Base** From your Airtable account page, select the base you’d like to have connected to your WordPress website. We’ve selected the base *Event Planning* from our *Marketing & Media* workspace as pictured above. In this example, we’ll show you how to automatically add attendees to your Airtable *Event Planning* base using WPForms and Automator. **Step 2: Add Your Airtable Automation Trigger** From the base, click the **Automations** tab. From the *Automations* screen, click **Add trigger** then select *When webhook received* from the drop-down list that appears. [![Airtable automations trigger dropdown list. The user has highlighted the trigger “When webhook received”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-automation-add-trigger-when-webhook-received-682x1024.png "airtable-automation-add-trigger-when-webhook-received")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-automation-add-trigger-when-webhook-received.png) **Step 3: Copy Your Webhook URL** Under the *Properties* panel, click **Copy** next to your webhook URL. [![Airtable automation screen. The user has highlighted the “Configuration” panel on the right-hand side with the arrow pointing to a “Copy” button.](https://automatorplugin.com/wp-content/uploads/2022/09/copy-airtable-webhook-url-1024x563.png "copy-airtable-webhook-url")](https://automatorplugin.com/wp-content/uploads/2022/09/copy-airtable-webhook-url-scaled.png) In one of the following steps, we’re going to paste this URL into an Automator recipe. This is how Automator knows where, in the whole world wide web, to send your valuable WordPress data. **Step 4: Create a New Recipe** Now, from your WordPress Admin Sidebar, navigate to **Automator** > **Add new recipe**. In the pop-up window that appears, select *Logged-in users*. [![Automator modal titled 'Select a recipe type' with two options: 'Logged-in users' (selected, with blue border) which will be triggered by logged-in WordPress users, and 'Everyone' which will be triggered by logged-in WordPress users or logged out visitors. Warning states 'Recipe type cannot be changed later.' Cancel and Confirm buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users-1024x1002.png "automator-recipe-type-modal-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-type-modal-logged-in-users.png) **Step 5: Name Your Recipe** We’ll be navigating between your WordPress Admin screen and your Airtable account screen so it’s a good idea to name your recipe before you forget. I’ve named this recipe *WPForms to Airtable: Event Planning* so I know what this recipe does at a glance. **Step 6: Configure Your Trigger** In the *Triggers* panel, select **WPForms**. [![Grid of Automator integrations for WordPress. WPForms is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/wpforms-integration-1024x711.png "wpforms-integration")](https://automatorplugin.com/wp-content/uploads/2025/08/wpforms-integration-e1756075044688.png) From the drop-down list that appears, select *A user submits a form*. [![Uncanny Automator trigger dropdown list for WPForms. The user has highlighted the trigger “A user submits a form”.](https://automatorplugin.com/wp-content/uploads/2022/09/wpforms-trigger-user-submits-form-1024x471.png "wpforms-trigger-user-submits-form")](https://automatorplugin.com/wp-content/uploads/2022/09/wpforms-trigger-user-submits-form.png) Automator will then prompt you to select one of your forms. For example, I have selected my *Event Registration* form. Once you’ve selected the correct one, click **Save**. **Step 7: Paste Your Webhook URL Into Automator** In the *Actions* panel, click **Add action** and select **Airtable**. [![Grid of nine integration service cards arranged in three rows. Top row: ActiveCampaign, Advanced Coupons, and Airtable (selected, highlighted with blue border, showing colorful geometric logo).](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-integration.png "airtable-integration")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-integration.png) From the dropdown list that appears, select **Send data to Airtable webhook**. The next thing you’ll want to do is to paste the URL from your Airtable *Automations* screen into the field labeled *URL*. If you need to copy it again, return to the Airtable *Automations* screen and click **Copy**. [![Automator webhook configuration form for Airtable integration. The user has copied the Airtable webhook URL and pasted it into the “URL” field in the Automator form.](https://automatorplugin.com/wp-content/uploads/2022/09/paste-airtable-webhook-url-1024x475.png "paste-airtable-webhook-url")](https://automatorplugin.com/wp-content/uploads/2022/09/paste-airtable-webhook-url.png) (Note: Anyone with your Airtable webhook URL can trigger your Airtable automations. Only share the webhook URL with people who should have access to your Airtable base.) **Step 8: Finish Configuring Your Action** Automator will already have auto-filled the techy-techy fields that Airtable will use to interpret the incoming data so you don’t have to fill it in yourself. See, no code! Scroll down to the bottom of the *Actions* panel to the *Body* section. This is where you get to specify the data that you want to send to Airtable. You can fill in this data using *tokens* (i.e., dynamic data from your WordPress site and from within recipes). This section consists of two fields: one labeled *Key* and the other labeled *Value*. In simple terms, data in webhooks is stored and organized in *key/value* pairs. *Keys* describe *values*—that’s it. You can name your *keys* whatever you’d like—but static names are always best—and set the *values* to anything. However, it’s best to keep it simple because the *keys* will tell you later on what the *value* represents. For our example, I have created *key*/*value* pairs that correspond to the *input fields* in my event registration form as well as the records in my Airtable base so that I never get confused. In the first empty *Key* field, for example, I have typed “first\_name”. In the corresponding *Value* field, I’ve selected the “First Name” token from the dropdown list of tokens. [![Automator webhook configuration form for Airtable integration. In the “Body” field, the user enters key/value pairs, typing in the key “first_name”, leaving the “Data type” unchanged as “Text”, and then selecting a token labelled “First Name” from a WPForms form.](https://automatorplugin.com/wp-content/uploads/2022/09/first-name-key-value-pair-for-airtable-webhook.gif "first-name-key-value-pair-for-airtable-webhook")](https://automatorplugin.com/wp-content/uploads/2022/09/first-name-key-value-pair-for-airtable-webhook.gif) To send more data to Airtable, click **Add pair**. You can add as many pairs of *keys* and *values* as you’d like but, once again, I’ve only selected the pairs that correspond to the fields within my event registration form as well as the records in my Airtable base. It should look something like this: [![Automator webhook configuration form for the Airtable integration. The user has entered the keys “first_name”, “last_name”, and “email” in the “Key” column. The user has selected corresponding tokens in the “Value” column.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-webhook-configuration-form-body-key-value-pairs-1024x540.png "automator-webhook-configuration-form-body-key-value-pairs")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-webhook-configuration-form-body-key-value-pairs.png) Once you’ve added all of your pairs, click **Send test**. This will ensure that all of the data is formatted correctly and inform Airtable on the data sets that the webhook will receive when the automation is activated. If all has gone well, you should see a green confirmation message: Double-check that the test was successful by navigating to your Airtable *Automations* screen. At the bottom of the *Properties* panel, you should see a *Results* section that looks similar to this: [![A “Results” screen for Airtable webhooks. A message in green reads “Step successful”. The results show that Airtable found one webhook and displays the fields that were transmitted.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-webhook-test-results.png "airtable-webhook-test-results")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-webhook-test-results.png) After you’ve double-checked that Automator and Airtable and talking “techy” to each other, return to your Automator window with the recipe builder and click **Save**. **Step 9: Go Live!** Toggle your recipe from *Draft* to *Live*. It should look something like this: [![Uncanny Automator recipe that connects a WordPress website to Airtable. The recipe "WPForms to Airtable: Event Planning" has a WPForms trigger for "Event Registration Form" submissions and an Airtable action to "Send data to Airtable" via webhook.](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-connect-wordpress-website-to-airtable-wpforms-trigger-airtable-webhook-action-1024x615.png "automator-recipe-connect-wordpress-website-to-airtable-wpforms-trigger-airtable-webhook-action")](https://automatorplugin.com/wp-content/uploads/2022/09/automator-recipe-connect-wordpress-website-to-airtable-wpforms-trigger-airtable-webhook-action.png) **Step 10: Configure Your Airtable Automation** Now that you’ve sliced, diced, flambéed and plated your Automator recipe, it will automatically send the paired data you selected to your Airtable base. But Airtable still has to know what to do with this delicious data once it arrives. Fortunately, much like with Automator recipes, configuring your Airtable automations doesn’t require any coding skill—just a love for saving time. In your Airtable *Automations* screen, click **Add advanced logic or action** and select *Create record*. [![Airtable automation workflow interface showing a webhook trigger "When a webhook is received" at the top, followed by action options below. The "Add advanced logic or action" button is highlighted and labelled with number “1”. From a dropdown list, the user has highlighted “Create record” and labelled it with a number “2”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-automations-add-action-create-record-837x1024.png "airtable-automations-add-action-create-record")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-automations-add-action-create-record.png) In the *Configuration* panel on the right-hand side, select the table where the new data from the webhook should go. In our example, that would be the *Attendees* table. Under *Fields* click **Choose field** then select the field from the *Attendees* table that you would like to sync with your Automator recipe. For example, I’ve selected *Name*. [![Airtable “Create record” action configuration form. The user has selected a Table labelled “Attendees” and a field labelled “Name”. Both selections are highlighted and numbered.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-action-configuration-table-and-field.png "airtable-action-configuration-table-and-field")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-action-configuration-table-and-field.png) In the *Name* field, click on the **plus sign**. In the modal that appears, ensure that the trigger, “When webhook received” option has been selected. Next, click **body** under *Insert value from field* and select the fields you want to use to populate the record. [![Airtable “Create record” action configuration panel. The user is entering new data into a field labelled “Name”. The user is selecting data from the body of a webhook trigger, “first_name” and “last_name”.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-fields-name-configuration.gif "airtable-fields-name-configuration")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-fields-name-configuration.gif) You may recognize the dropdown list that appears. These are the *key*/*value* pairs that we put into Automator! Select the corresponding data for the field. In this example, that would be the “first\_name” and “last\_name”. These are the keys that represent the data that Automator will populate with the information someone enters out event registration form. When you’re done setting up your fields, you can test your automation without even having to fill out your registration form. In the *Test Step* section, simply click **Run as configured** then **Run test**. If the test was successful, Airtable will show you a report indicating that a record has been created. [![Airtable automation test result modal. The modal says “Record created” with a date and time stamp beneath it. The results show the successful entry of data from a webhook in the “Name” and “Email” fields.](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-test-results-record-created-1024x682.png "airtable-test-results-record-created")](https://automatorplugin.com/wp-content/uploads/2022/09/airtable-test-results-record-created.png) Don’t forget to toggle your Airtable automation to **On** so you can sit back and watch as your database populates itself! ## **Frequently Asked Questions** **How do I connect my WordPress website with Airtable?** You can connect WordPress with Airtable using Uncanny Automator. Automator lets you send data from WordPress forms, WooCommerce, or other plugins directly into your Airtable bases—without writing any code. **Can I sync WordPress form submissions with Airtable?** Yes, you can sync WordPress form submissions with Airtable using Uncanny Automator. Automator integrates with dozens of form-building plugins such as WPForms and Gravity Forms as well as with Airtable. This means you can automatically create or edit records in Airtable via form submissions on your WordPress site. **Is there a free way to integrate Airtable with WordPress?** Yes, Uncanny Automator Lite lets you connect WordPress to Airtable for free. With no hidden costs or per-automation fees, this makes Automator an accessible option for small sites and businesses. **What data can I send from WordPress to Airtable?** You can push virtually any WordPress data—such as user registrations, WooCommerce orders, event sign-ups, custom field data, and even media—into Airtable bases for better organization and reporting. **Do I need coding skills to connect WordPress and Airtable?** No, you don’t need coding skills to connect WordPress and Airtable. Uncanny Automator is a no-code integration plugin for WordPress. Simply point, click, copy, and paste. Those are all the skills you need to connect your favorite apps and plugins. **Can I use Airtable to manage WooCommerce data from WordPress?** Yes. You can automatically sync WooCommerce product information, orders, or customer data with Airtable. This makes managing inventory, marketing, and personalization much easier. ## **Bigger, Better Bases with Automator** Now that you know how to connect your WordPress website to Airtable, you’re going to be dancing digital circles around those tech enthusiasts! Use Airtable to manage your events, keep track of your [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) inventory or plan your [**LearnDash**](https://automatorplugin.com/share/learndash) courses—or do all three! How do you use your WordPress website data? What are some of the ways that you use Automator and Airtable to improve your workflows? Let us know in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Automation vs AI: The Brawn and Brains of Your WordPress Website](https://automatorplugin.com/automation-vs-ai/) **Published:** August 26, 2025 **Author:** Brendan Da Costa **Content:** *Automation vs AI: What’s the difference? And how can you get them working together on your WordPress site? This blog post explains it all.* [![Uncanny Automator mascot, U-Bot, points to a laptop showing a muscle icon vs. brain icon. Text reads “Best Practices — Automation vs AI.”](https://automatorplugin.com/wp-content/uploads/2025/08/automation-vs-ai-featured-image.png "automation-vs-ai-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/08/automation-vs-ai-featured-image.png) Automation. Artificial intelligence. Two buzzwords that get tossed around like confetti at a tech conference. But here’s the thing: while they often end up in the same conversation, **they’re not the same thing**. Think of them as the **muscle and the mind of your WordPress site**. **Automation is the brawn**—the reliable workhorse that never tires of repetitive tasks. **AI is the brain**—the adaptive thinker that can analyze, learn, and generate. So, here’s the big question: When should you use automation vs AI for your WordPress tasks? In this post, we’ll break down exactly what each does, how they differ, and how they can supercharge your WordPress website—together. By the end, you’ll know how to make your site not just functional, but smart. **[↓ TLDR? Jump ahead to start building agentic AI workflows with Automator ↓](#build-ai-automation)** ## **What Is Automation?** In simple terms, automation is **the use of technology in workflows** to execute tasks **without human intervention**. It follows predefined sets of rules, operating on **“if this happens, then do that”** logic. Automated tasks are completed more or less instantly, and the same way every time. It’s easiest to think of automation as the unseen employee of your WordPress site. You assign tasks to it, and it works diligently in the background to ensure that the job is taken care of. > > *“Automation is the use of technology in workflows to execute tasks without human intervention. Automation follows set rules, operating on “if this happens, then do that” logic. With automation, tasks are completed instantly or in the background, and the same way every time.”* The key features of this “unseen employee” are that it doesn’t rest and never makes a mistake. **But, it also doesn’t “think”**. In setting up the predefined sets of rules, you are the “brains” and automation is the “brawn”. If you’ve been running a WordPress site for years—or even a few hours—you have very likely already interacted with this “unseen employee”. Let’s take a look at a few of the automated workflows you’re probably already using. ### **Common WordPress Automation Examples** The digital world is full of “unseen employees”—those little automation bots, diligently toiling away in the background. To function properly, WordPress sites require automation. Here are just a few examples of how you’ve likely already been using it on your site. - Scheduled post publishing - Automatic email notifications when someone submits a form - Course enrollments triggered by purchases - Social media auto-posting from your blog - CRM tagging when customers buy products ### **Benefits of Automation** Automation isn’t just a business buzzword. It has real, tangible benefits that help businesses operate more efficiently. - Save time on repetitive tasks - Reduce overhead and operating costs - Eliminate or reduce human error - 24/7 operational functionality - Get predictable, consistent outcomes Automation is all about efficiency and accuracy. ## **What Is AI?** AI (Artificial Intelligence) is technology that **simulates human thinking to analyze information and make decisions**. AI learns from patterns and context to solve problems and generate content. Unlike automation’s fixed rules, **AI adapts its responses (outputs)** based on what it understands. If automation is an “unseen employee”, then AI is the “personalized consultant”. It has **access to limitless data, processes information at lightning speed, and tailors its outputs** to your needs. > **“AI (Artificial Intelligence) is technology that simulates human thinking to analyze information and make decisions. AI learns from patterns and context to solve problems and generate content. Unlike automation’s fixed rules, AI adapts its responses (outputs) based on what it understands.”** There are a few different types of AI, however, when it comes to your WordPress site, **AI is the technology that “thinks”**. ### **AI Applications for WordPress** There are **endless applications for AI in the world of WordPress**. But here are just a few examples of how people are already using AI: - Blog content generation and optimization - AI-powered image creation (DALL·E, Midjourney, etc.) - Smart chatbots for customer support - SEO insights and keyword analysis - Personalized on-site recommendations - Dynamic, AI-generated web copy ### **Benefits of AI** AI isn’t just about having smart technology. It delivers measurable advantages that transform how businesses connect with customers and create value. - Scale personalized experiences without adding staff - Generate unlimited creative content on demand - Answer complex questions instantly and accurately - Discover hidden patterns that drive better decisions - Free your team to focus on strategic innovation In short, AI is all about **intelligence and adaptation**. ## **Automation vs AI: Differences and Synergies** Here’s where the rubber meets the road—or the code meets the computer. **Automation (the brawn) executes tasks without thinking.** That’s perfect for when you know exactly what needs to happen. - A customer purchases a product, then automation tags and segments them in your CRM. - You write a blog post, then automation schedules the publication and promotion across social media. - A site visitor fills out a form, then automation sends an email to the right member of your team and logs the entry in a database like Airtable or Google Sheets. > ***“For all of their differences, the real magic happens when automation and AI work together.”*** **AI (the brain), on the other hand, thinks before executing.** It’s ideal for tasks that require understanding, judgment, or a little creativity. - A customer purchases a product, then AI uses their checkout information to recommend more products from your catalog. - You release a new product, then AI writes a blog post and promotional snippets for social media. - A site visitor fills out a form, then AI analyzes the sentiment and drafts a reply. Automation is your assembly line worker who can make 1,000 products perfectly every day. AI is your designer who creates a unique product based on each customer’s specific needs and preferences. But, for all of their differences, **the real magic happens when automation and AI work together**. ### **Automation & AI Synergies: Agentic AI** In the human body, mind and muscle work together. Your WordPress website (or the digital landscape) is no different. **Automation and AI are best when they are working together**. This synergy is called **agentic AI**—**and it’s the future of WordPress**. [![Venn diagram illustrating automation vs AI capabilities, with automation tasks like scheduled posting and CRM tagging on the left, AI tasks like content generation and image creation on the right, and their overlap showing the future of WordPress through agentic AI.](https://automatorplugin.com/wp-content/uploads/2025/08/automation-vs-ai-venn-diagram-1024x576.png "automation-vs-ai-venn-diagram")](https://automatorplugin.com/wp-content/uploads/2025/08/automation-vs-ai-venn-diagram.png) **Agentic AI** is technology that is designed to act with a degree of independence. It leverages AI platforms to make decisions and automation tools to carry out tasks based on those decisions. Instead of waiting for direct commands, agentic AI can plan steps, use tools, and adapt its actions as situations change. This makes it useful for building automations that feel more proactive and human-like. **What does agentic AI look like in practice?** Imagine this: A site visitor fills out a form **>** AI analyzes the content and sentiment and drafts a reply **>** Automation creates a task in ClickUp with the form submission and the AI-written reply and sends a Slack message to your customer support team. That’s not a hypothetical. **It’s a real-world workflow that we’re going to build together.** ## **Getting Started: Building Your First AI-Powered Automation** If you’re thinking that agentic AI is something only tech-savvy WordPress developers or large businesses can work with, think again. [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. And, with eight—yes, eight—AI integrations, it’s also **the most accessible agentic AI plugin for WordPress**. [![](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage-1024x529.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-homepage.png) Automator connects AI platforms such as **OpenAI**, **Anthropic**, and **xAI’s Grok** to [**253 integrations**](https://www.automatorplugin.com/integrations). ![](https://automatorplugin.com/wp-content/uploads/2025/05/claude-icon.svg) [Anthropic’s Claude](https://automatorplugin.com/integration/cohere/)[](https://automatorplugin.com/integration/anthropic/) ![](https://automatorplugin.com/wp-content/uploads/2025/05/cohere-icon.svg) [Cohere](https://automatorplugin.com/integration/cohere/) ![](https://automatorplugin.com/wp-content/uploads/2025/05/deepseek-icon.svg) [DeepSeek](https://automatorplugin.com/integration/deepseek/) ![](https://automatorplugin.com/wp-content/uploads/2025/05/gemini-icon.svg) [Google’s Gemini](https://automatorplugin.com/integration/gemini/) ![](https://automatorplugin.com/wp-content/uploads/2025/05/mistral-icon.svg) [Mistral’s Le Chat](https://automatorplugin.com/integration/mistral/) ![](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) [OpenAI’s ChatGPT](https://automatorplugin.com/integration/openai/) ![](https://automatorplugin.com/wp-content/uploads/2025/05/perplexity-icon.svg) [Perplexity](https://automatorplugin.com/integration/perplexity/ "Perplexity") ![](https://automatorplugin.com/wp-content/uploads/2025/05/grok-icon.svg) [xAI’s Grok](https://automatorplugin.com/integration/xai/) What does that mean for your WordPress site? It means that **Automator can bring the brains of AI to bear on any of your tasks** related to: - **Email marketing:** Enhanced personalization and segmentation based on overall sentiment, user intent, and more. - **eCommerce:** From auto-generating product descriptions to suggesting upsells, AI adapts to customer behavior while automation delivers the results instantly. - **Memberships:** AI can tailor welcome messages or suggest resources based on member profiles, while automation handles the enrollments and access rules. - **eLearning:** Generate custom quiz feedback, summarize lesson content, or adapt course recommendations, all paired with automations that keep learners engaged. - **Content Marketing:** AI drafts posts, captions, and images that automation schedules and distributes across your blog and social channels without extra clicks. - **Reporting:** Instead of crunching numbers yourself, AI analyzes your site data and creates plain-language summaries that automation delivers straight to your inbox. - **Customer Support:** AI reviews tickets, detects sentiment, and drafts helpful replies, while automation assigns tasks, updates records, and alerts your team. **Want to build an agentic AI workflow with me right now?** Let’s build the example I gave you earlier: a site visitor submits a form, AI analyzes the submission and drafts a response, and Automator creates a task and notifies your team. **Step 1: Install and Activate Uncanny Automator** From your WordPress Admin Dashboard, navigate to **Plugins** > **Add plugin**. In the search bar, enter “uncanny automator”. Uncanny Automator will be the first in the search results. Click **Install** and **Activate**. [![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png "install-automator-plugin")](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) **Step 2: Register Your Account** Uncanny Automator Lite (the free version which you just installed) comes with complimentary app credits. You will need these credits to use app integrations. [Click here to register your account](https://www.automatorplugin.com/my-account) and receive complimentary app credits. (Note: All AI integrations require app credits. Automator Pro users receive unlimited app credits.) **Step 3: Create and Name a New Recipe** With Automator installed and activated on your site and your account full of app credits, you can create your first agentic AI workflow. From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Everyone**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/08/automtor-recipe-type-selector-everyone-1024x1002.png "automtor-recipe-type-selector-everyone")](https://automatorplugin.com/wp-content/uploads/2025/08/automtor-recipe-type-selector-everyone-e1755618016180.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “When a form is submitted, draft a reply and create a task”. **Step 4: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms** (or your preferred form-building plugin). [![Grid of Automator integrations for WordPress. WPForms is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/wpforms-integration-1024x711.png "wpforms-integration")](https://automatorplugin.com/wp-content/uploads/2025/08/wpforms-integration-e1756075044688.png) From the dropdown list that appears, select **A form is submitted**. [![Automator actions dropdown list for WPForms. The action “A form is submitted” is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/wpforms-trigger-a-form-is-submitted-1024x496.png "wpforms-trigger-a-form-is-submitted")](https://automatorplugin.com/wp-content/uploads/2025/08/wpforms-trigger-a-form-is-submitted-e1756075068138.png) Automator will prompt you to select a form. For example, we have selected our “Contact Form”. Once you’re finished, click **Save**. **Step 5: Configure Your AI Action** In the *Actions* panel, click **Add action** and select **OpenAI** (or your preferred AI platform). [![Grid of Automator integrations for WordPress. The OpenAI integration is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/openai-integration-1024x711.png "openai-integration")](https://automatorplugin.com/wp-content/uploads/2025/08/openai-integration-e1756075082122.png) (Note if you haven’t already connected your OpenAI or preferred AI platform account, [click here to learn how](https://automatorplugin.com/article-categories/wordpress-ai-integrations/).) After connecting your OpenAI account, Automator will present you with a dropdown list of actions. From the dropdown list, select **Use a prompt to generate text with the GPT model**. [![Automator actions dropdown list for OpenAI. The action “Use a prompt to generate text with the GPT model” is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/openai-actions-use-prompt-generate-text-gpt-model-1024x493.png "openai-actions-use-prompt-generate-text-gpt-model")](https://automatorplugin.com/wp-content/uploads/2025/08/openai-actions-use-prompt-generate-text-gpt-model-e1756075095648.png) Automator will present you with a form. Select your preferred *Model* and set the *Temperature* and *Maximum length*. Draft a *System message* that clearly conveys how you want the GPT to behave. A *System message* should contain information the AI needs to know to generate a quality response. This should include information such as your brand voice and/or product knowledge. The *Prompt* field is where you can include the information from the form submission. To include this information (such as the message, email address of the visitor, etc.) we are going to use *tokens*. To use a *token*, click on the **Asterisk** in the *Prompt* field and select the corresponding token from the dropdown list. For example, we have selected the “Comment or message” token from the form submission. [![Prompt field with the instruction "Generate a reply to this message:" and a WPForms token labeled “Comment or Message”.](https://automatorplugin.com/wp-content/uploads/2025/08/openai-prompt-with-wpfroms-comment-or-message-token-1024x697.png "openai-prompt-with-wpfroms-comment-or-message-token")](https://automatorplugin.com/wp-content/uploads/2025/08/openai-prompt-with-wpfroms-comment-or-message-token-e1756075111548.png) Once you’re finished, click **Save**. **Step 6: Configure Your Task Action** Now we want to create a task with the form submission and the AI’s response. In the *Actions* panel, click **Add action** and select **ClickUp**. [![Grid of WordPress integrations. The ClickUp integration is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/clickup-integration-1024x705.png "clickup-integration")](https://automatorplugin.com/wp-content/uploads/2025/08/clickup-integration-e1756075126916.png) (Note: If you haven’t already connected your ClickUp account, follow the prompts as they appear.) From the dropdown list that appears select **Create a task**. [![Automator actions dropdown list for ClickUp. The action “Create a task” is highlighted”.](https://automatorplugin.com/wp-content/uploads/2025/08/clickup-actions-create-a-task-1024x498.png "clickup-actions-create-a-task")](https://automatorplugin.com/wp-content/uploads/2025/08/clickup-actions-create-a-task-e1756075140384.png) Automator will present you with a form to fill out the task details. I’ll let you fill out the details such as *Team*, *Space*, *Folder*, *List*, etc. In the *Description* field, use tokens from the WPForms trigger and the OpenAI action to bring your support team up to speed. For the OpenAI action, you want to at least include the “Response” token. Fill out the remaining fields according to your own workflows. Once you’re finished, click **Save**. **Step 7: Configure Your Notification Action** You’re almost done building the agentic AI workflow. An AI has drafted a response and Automator has created a task. Now you just need to let your support team know that there’s a task awaiting their review. In the *Actions* panel, click **Add action** and select **Slack** (or your preferred team communications platform). [![Grid of WordPress integrations. The Slack integration is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/slack-integration-1024x709.png "slack-integration")](https://automatorplugin.com/wp-content/uploads/2025/08/slack-integration-e1756075156291.png) From the dropdown list that appears, select either **Send a direct message to a Slack user** or **Send a message to a channel**. [![Automator actions dropdown list for Slack. The Slack actions “Send a direct message to a Slack user” and “Send a message to a channel” are highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/slack-actions-send-message-to-user-or-channel-1024x403.png "slack-actions-send-message-to-user-or-channel")](https://automatorplugin.com/wp-content/uploads/2025/08/slack-actions-send-message-to-user-or-channel-e1756075166662.png) Select the channel or user and draft the notification. Once you’re finished, click **Save**. **Step 8: Go Live!** You’re just about finished. All you have to do is toggle the recipe from **Draft** to **Live**. [![Automator recipe showing a WPForms submission triggering an OpenAI reply, a ClickUp task, and a Slack message, demonstrating an agentic AI workflow.](https://automatorplugin.com/wp-content/uploads/2025/08/agentic-ai-recipe-in-automator-live-1024x805.png "agentic-ai-recipe-in-automator-live")](https://automatorplugin.com/wp-content/uploads/2025/08/agentic-ai-recipe-in-automator-live.png) Congratulations! You’ve just built your first agentic AI workflow. And it didn’t cost you anything except a few tokens in your AI platform! But… why stop there? ### **More Automation + AI Integration Use Cases** Now you see how easy it can be to combine the power of automation with the flexibility of AI. As I mentioned before, Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), giving you **endless possibilities for creating smart and seamless workflows**. We could probably spend another 25,000 words building more agentic AI workflows. (And we still would only have taken a small “byte” out of this digital apple.) Plus, something tells me you’re eager to build more of your own. Here are a few ideas to help you get started: [![ai-writing-tool-for-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/11/ai-writing-tool-for-wordpress-featured-image.jpg "ai-writing-tool-for-wordpress-featured-image")](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) [**AI Content Generation in WordPress >>>**](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) This blog post is your ultimate guide to AI content generation in WordPress. Whether it’s writing new blog posts, or adding generative dynamic content to your site, Automator can make it happen. [![auto-generate-ai-images-for-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/03/auto-generate-ai-images-for-wordpress-featured-image.jpg "auto-generate-ai-images-for-wordpress-featured-image")](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) [**AI Images for WordPress >>>**](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) Say goodbye to stock images. Explore the options for optimizing your site with AI-generated images. Give your members the ability to create fun avatars. Help your content team create original graphics. Cheaply edit product photos. With automation and AI working together, the digital sky is the limit. [**Upgrade to Automator Pro to unlock even AI-powered automations >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **What’s the main difference between automation and AI?** Automation is rule-based technology (“if this, then that”). AI is learning-based technology (analyze, adapt, and generate). **Can I use AI in WordPress without coding knowledge?** Yes! Uncanny Automator is a no-code automation and integration tool that connects hundreds of apps and plugins to AI platforms. Automator’s click-and-play interface means you never need to see the code behind the scenes or the algorithmic grey matter powering AI. **Is AI or automation better for WordPress SEO?** Neither—because the best results come from both. AI helps generate optimized content, while automation ensures optimal publication across all of your channels. **How much does it cost to add AI automation to WordPress?** Uncanny Automator Lite is free. You can integrate AI into your WordPress site at no cost with Automator. However, different AI platforms have different costs for token usage. It’s best to check the usage rates for different AI models based on your own needs. **Which AI tool is best for WordPress content creation?** That depends. GPT excels at general writing, Claude shines with nuanced text, and other models (like Gemini or Perplexity) have their strengths as well. Test different AI models for different purposes to see which one delivers the best results. **Can automation and AI replace human workers?** That’s the question on everyone’s mind, isn’t it? As of right now, the answer is, “Not quite.” Both automation and AI are best when they complement human workers. Automation helps people work more efficiently, while AI helps them work smartly at scale. The robot takeover isn’t here quite yet. (But you may want to stay on the good side of your AI-powered toaster for now.) **How do I connect ChatGPT to my WordPress site?** Connecting ChatGPT (or any other AI platform) to your WordPress site doesn’t require technical expertise. Uncanny Automator connects your preferred AI model to your WordPress site with just a few clicks. [Check out our simple step-by-step guides for connecting your preferred AI model to WordPress](https://automatorplugin.com/article-categories/wordpress-ai-integrations/). **What is agentic AI? Is Uncanny Automator an agentic AI tool for WordPress?** Agentic AI is technology that is designed to act with a degree of independence. It leverages AI platforms to make decisions and automation tools to carry out tasks based on those decisions. So, yes, Uncanny Automator is an agentic AI plugin for WordPress. Automator connects your digital tools and integrates them with AI to carry out workflows you design. ## **Conclusion: Automation vs AI (Both, And)** Automation vs AI. Brawn vs brains. Muscle vs mind. To that, I like to say “both, and”. Tools like Uncanny Automator do the heavy lifting of your day-to-day tasks and bridge the gaps in the digital landscape. Meanwhile, AI helps you think faster, see clearer, and strategize smarter. When it comes to running your WordPress site, automation works together with AI to deliver better experiences for your visitors. At the same time, agentic AI reduces your overhead costs and saves you time. So, the answer to our original question, “When should you use automation vs AI for your WordPress tasks?” is simple. **The best WordPress sites use both automation and AI** in their workflows. [**Get the brawn of automation and the brains of AI >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Uncanny Automator, Use Cases --- ### [How to Automate New Customer and User Onboarding in WordPress](https://automatorplugin.com/automate-user-onboarding/) **Published:** December 27, 2022 **Author:** Brendan Da Costa **Content:** *Uncanny Automator is the free, user onboarding tool that helps your customers, affiliates, and associates get started on the right foot. This guide shows you how it’s done.* [![Automator mascot, U-Bot, looking through a spy glass in the centre of a cartography map with email and text icons, indicating new user onboarding automation.](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Automate-Your-Customer-Onboarding-Process-Feature-Image.png "How to Automate Your Customer Onboarding Process Feature Image")](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Automate-Your-Customer-Onboarding-Process-Feature-Image.png) Well, shiver me timbers! Congratulations on landing a new customer! Take a second to open those sails and enjoy the high-selling seas—but only a second. The real work is about to begin. Or is it? According to the consulting firm [McKinsey & Company](https://www.mckinsey.com/industries/financial-services/our-insights/winning-corporate-clients-with-great-onboarding), **onboarding new clients takes an average of 100 days**. And those 100 days matter. A lot. [**Over 80%**](https://www.custify.com/blog/saas-customer-onboarding-and-retention-statistics/) **of customers** are more likely to stick with a company that has strong onboarding content. So, if you don’t want your customers to walk the plank, you need an onboarding journey. And with [**almost 30%**](https://www.iseazy.com/blog/onboarding-statistics/) **of customers deciding whether to stay with a product or service within the first week**, acting fast is important. That’s why having an automated customer and client onboarding journey is crucial. It’s also why we’re going to show you exactly how to create one. Whether your WordPress business is the equivalent of a small rowboat or a multi-site cruiseliner, you can offer your customers a first-class onboarding experience with [**Uncanny Automator**](https://www.automatorplugin.com/pricing). In this guide, you’ll learn how: - Connect your CRM to your ecommerce store, - Automate popups to deliver timely information, - Create personalized onboarding journeys, - Segment your onboarding emails by product, order amount, location, and more. Weigh anchor and hoist the mizzen! It’s time to get your customers onboarded. ## **What Is a New User Onboarding Journey?** Think of a new user onboarding journey as the maiden voyage for your customers. It’s the map, the compass, and the calm seas that guide them from curious first-timers to confident, long-term passengers on your ship. [![Six ships with labelled anchors representing the stages of the customer and user onboarding journey, from welcome message to loyalty programs.](https://automatorplugin.com/wp-content/uploads/2025/08/user-onboarding-journey-graphic-1024x576.png "user-onboarding-journey-graphic")](https://automatorplugin.com/wp-content/uploads/2025/08/user-onboarding-journey-graphic.png) In practice, onboarding is the process of helping users **understand your product or service, set it up properly, and see value**—fast. That might mean sending a friendly welcome email, showing them how to use a key feature, or nudging them toward their first purchase. The typical onboarding journey consists of six steps: 1. **Welcome Message:** An email and/or onsite notification, acknowledging the action the customer took (purchase, newsletter sign-up, etc.). Welcome emails typically include an introduction and important links and/or resources. 2. **Product Tutorial:** Blog posts, videos, checklists, and other types of content that teach your new users the basics. These typically include links like, “Your account page” and videos like, “Getting started with…”. 3. **Product Feature Guides/Highlights:** Once new users have learned the basics, highlight key features or advanced use cases. Think “Tips and Tricks”, “Best Practices”, or “Did you know…”. 4. **Self-service Options and Continuing Education:** Knowledge Base, links to forums, contact for customer support, etc. 5. **Routine Check-ins:** Emails and push notifications meant to maintain or increase engagement. 6. **Milestones and Loyalty Programs:** Mark important dates and/or accomplishments with your customers to keep them engaged to continue using your product or service. A strong onboarding journey **removes friction, builds trust, and keeps your passengers from jumping ship**. Done right, it transforms “just another signup” into a loyal customer who’s eager to keep sailing with you. ## **Why You Need an Automated Onboarding Process** When it comes to onboarding, time is of the essence. Here’s why automating the process keeps you ahead of the tide: - **Set sail faster.** Automated workflows ensure that every new customer gets the right message at the right time, without you rowing yourself ragged. - **Keep the crew happy.** [Studies show](https://www.custify.com/blog/saas-customer-onboarding-and-retention-statistics/) that customers who experience smooth onboarding are more likely to stay loyal and spend more over time. - **Trim the sails, cut the costs.** Instead of repeating the same manual steps, automation frees your team to focus on the bigger journey ahead. - **Navigate with confidence.** Automation keeps the process consistent, so no customer feels left adrift. An automated onboarding journey doesn’t just save you effort—it sets the course for lasting relationships. The sooner your customers feel at home on deck, the more likely they are to keep the voyage going. ## [Uncanny Automator](https://automatorplugin.com/): Customer Onboarding Navigator If onboarding is the voyage, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the sturdy vessel that gets your customers safely from shore to shore. It’s not just another plugin—it’s **the WordPress automation tool built to make onboarding effortless**. Automator connects all of your [**favorite apps and plugins**](https://www.automatorplugin.com/integrations), from ecommerce platforms to event management and membership plugins. Whatever your onboarding needs, Automator can help you and your customers navigate those waters. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Here’s how Automator helps you chart the perfect onboarding journey: - **CRM integration for emails:** Send personalized welcome messages, product walkthroughs, and follow-ups directly from your CRM. Automator integrates with all of the most popular email marketing platforms such as [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), [**HubSpot**](https://automatorplugin.com/share/hubspot/), and dozens more. - [**Twilio**](https://automatorplugin.com/share/twilio/) **&** [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) **integrations for text messages:** Reach new customers instantly with SMS or WhatsApp messages that keep them engaged and on track. - **Dynamic Content Addon for onsite messages:** Display targeted popups, banners, and notifications right on your site—like a lighthouse guiding your users to their next step. - **Filters for personalization:** Segment onboarding by product, order value, location, or almost any condition you can imagine. No two journeys have to be the same. - **AI integrations for smarter support:** Enhance your onboarding with AI-powered workflows. Generate personalized tips, answer FAQs, and help your crew attend to your passengers. Together, these features transform onboarding from a one-size-fits-all process into a smooth, personalized voyage that keeps your customers coming back for more. [**Set sail with Automator Pro >>>**](https://www.automatorplugin.com/pricing) Not ready to go Pro? No problem—we can stick to the shores for now. We’ll be using both Automator Lite and Pro features in this guide, and you can always get started with Automator for free. To get Automator Lite: 1. From your WordPress Admin Dashboard, navigate to **Plugins** > **Add plugin**. 2. In the search bar, enter “uncanny automator”. 3. Click **Install** then click **Activate**. 4. [**Register your account**](https://www.automatorplugin.com/my-account) to receive complimentary app credits. (It’s free loot!) ## **How to: Automated User Onboarding Emails** Now that you’ve got your vessel—Uncanny Automator—it’s time to chart the course. Let’s start with the anchor of every great onboarding journey: automated emails. [![User onboarding recipe in Uncanny Automator with EDD trigger and HubSpot action. Trigger: “A customer purchases any download.” Action: “Create/Update a contact in HubSpot.”](https://automatorplugin.com/wp-content/uploads/2025/08/automator-recipe-new-user-onboarding-edd-hubspot-1024x605.png "automator-recipe-new-user-onboarding-edd-hubspot")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-recipe-new-user-onboarding-edd-hubspot.png) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the pop-up window that appears, select **Everyone** and click **Confirm**. [![Uncanny Automator recipe type selection modal. The “Everyone” option is selected, allowing triggers for all users.](https://automatorplugin.com/wp-content/uploads/2025/08/automtor-recipe-type-selector-everyone-1024x1002.png "automtor-recipe-type-selector-everyone")](https://automatorplugin.com/wp-content/uploads/2025/08/automtor-recipe-type-selector-everyone-e1755618016180.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “When an EDD customer purchases a download, add them to HubSpot”. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, select **Easy Digital Downloads** or your preferred ecommerce plugin. [![Highlighted Easy Digital Downloads integration tile among other app icons in Automator plugin interface.](https://automatorplugin.com/wp-content/uploads/2025/08/easy-digital-downloads-integration-e1755618075659.png "easy-digital-downloads-integration")](https://automatorplugin.com/wp-content/uploads/2025/08/easy-digital-downloads-integration-e1755618075659.png) From the drop-down list that appears, select **A customer purchases a download**. [![Automator EDD trigger dropdown list. The trigger “A customer purchases a download” is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/edd-trigger-customer-purchases-download-1024x300.png "edd-trigger-customer-purchases-download")](https://automatorplugin.com/wp-content/uploads/2025/08/edd-trigger-customer-purchases-download-e1755618104541.png) Automator will prompt you to select a download. For simplicity, we’ve chosen *Any download*. When you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **HubSpot** or your preferred CRM. [![Highlighted HubSpot integration tile among other app icons in Automator plugin interface.](https://automatorplugin.com/wp-content/uploads/2025/08/hubspot-integration-1024x717.png "hubspot-integration")](https://automatorplugin.com/wp-content/uploads/2025/08/hubspot-integration-e1755618117468.png) (Note: If you haven’t already connected your HubSpot account, you can [find a detailed walkthrough here](https://automatorplugin.com/how-to-connect-hubspot-to-wordpress/). If you’re not using HubSpot, you can find [more tutorials and guides in the Knowledge Base](https://automatorplugin.com/knowledge-base/).) From the drop-down list that appears, select **Create/Update a contact in HubSpot**. [![Automator HubSpot action dropdown list. The action “Create/Update” a contact in HubSpot is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/hubspot-action-create-update-contact-in-hubspot-1024x455.png "hubspot-action-create-update-contact-in-hubspot")](https://automatorplugin.com/wp-content/uploads/2025/08/hubspot-action-create-update-contact-in-hubspot-e1755618131750.png) Automator will then present you with a form to fill out the new contact’s details. We’ll do this using *tokens* (i.e., dynamic data from your website and triggers and actions within recipes). To use a token, click the **Asterisk** in any field and select the corresponding token from the dropdown list. For example, in the *Email address* field, we selected the “Customer email” token from the EDD trigger. [![Automator interface for selecting tokens, showing the user searching for and selecting the “Customer email” token.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-edd-email-token-hubspot-address-e1755618149237.gif "automator-edd-email-token-hubspot-address")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-edd-email-token-hubspot-address-e1755618149237.gif) Automator is fully integrated with your HubSpot account. This means that you can include custom fields when creating new or updating new contacts. To add a custom field, such as “First Name”, “Last Name”, or even “Phone Number”, click **Add field**. [![Field mapping interface in a contact creation form. The “Add field” button is highlighted and appears under the custom fields section for adding more data to HubSpot during user onboarding.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-hubspot-form-add-field-1024x726.png "automator-hubspot-form-add-field")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-hubspot-form-add-field-e1755618162733.png) Fill in the custom fields using tokens from the EDD trigger and/or your WordPress site. [![Custom fields with mapped first and last name values and update contact option checked.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-custom-fields-for-hubspot-1024x557.png "automator-custom-fields-for-hubspot")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-custom-fields-for-hubspot-e1755618175805.png) Make sure to select the checkbox below *Custom fields* to prevent duplication and ensure that your contacts remain up-to-date. When you’re finished, click **Save**. **Step 5: Go Live** You’re just about ready to leave the docks. All you need to do is toggle the recipe from **Draft** to **Live**. [![User onboarding recipe in Uncanny Automator with EDD trigger and HubSpot action. The Recipe is live and set to run unlimited times for all users.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-recipe-new-user-onboarding-edd-hubspot-live-1024x605.png "automator-recipe-new-user-onboarding-edd-hubspot-live")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-recipe-new-user-onboarding-edd-hubspot-live-e1755618189380.png) That’s it! It’s all smooth sailing from here. New user onboarding really is that easy with Automator Lite. However, upgrading to Automator Pro comes with even more powerful navigational tools for your customers. Let’s take a closer look. **Step 6 (Optional): Add a Second Action** With the trigger and action that we’ve set up, Automator will add your new contacts to HubSpot. But, with a second action, you can also segment your new contacts. In the *Actions* panel, click **Add action** and select **HubSpot**. From the dropdown list that appears, select **Add a HubSpot contact to a static list**. [![Automator action dropdown list for HubSpot. The action “Add a HubSpot contact to a static list” is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/08/hubspot-action-add-contact-to-static-list-1024x454.png "hubspot-action-add-contact-to-static-list")](https://automatorplugin.com/wp-content/uploads/2025/08/hubspot-action-add-contact-to-static-list-e1755618201708.png) Automator will present you with a simple form with two fields: *Email address* and *HubSpot List*. Fill out the email field with the email token from either the EDD trigger or the first HubSpot action. Select the HubSpot list from the dropdown. [![Automator interface to segment HubSpot contacts into a static list. The interface has two fields: “Email address” and HubSpot List”.](https://automatorplugin.com/wp-content/uploads/2025/08/add-hubspot-contact-to-static-list-email-and-list-form-1024x578.png "add-hubspot-contact-to-static-list-email-and-list-form")](https://automatorplugin.com/wp-content/uploads/2025/08/add-hubspot-contact-to-static-list-email-and-list-form-e1755618214598.png) Once you’re finished, click **Save**. **Step 7: Add Filters and More Actions** Of course, you don’t want to add all of your contacts to the same list. To segment your new contacts, you can use Automator’s *filters* feature. To add a filter to an action, hover over the action and click **Filter**. In the modal that appears, select **A token meets a condition**. [![Automator modal for setting filter conditions. The user has highlighted the condition “A token meets a condition.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-condition-modal-token-meets-condition-1024x767.png "automator-condition-modal-token-meets-condition")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-condition-modal-token-meets-condition-e1755618229870.png) A secondary modal will appear. In the *Token* field, select the token that you want to use to segment your contacts. For example, we have selected the “Download name” to segment our contacts based on their purchase. In the *Criteria* field, select “is”. In the *Value* field, enter the value that the token must have for the action to run. [![Automator user configures a filter rule by selecting a token, setting the condition to “is,” and entering a value before saving the filter.](https://automatorplugin.com/wp-content/uploads/2025/08/configure-the-rule-edd-download-name-is-automator-e1755618241876.gif "configure-the-rule-edd-download-name-is-automator")](https://automatorplugin.com/wp-content/uploads/2025/08/configure-the-rule-edd-download-name-is-automator-e1755618241876.gif) Once you’re finished, click **Save filter**. Add as many actions with filters as you want to automatically segment your contacts. [![Automator HubSpot actions to add users to different static lists based on the EDD purchase that they made.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-hubspot-actions-edd-filters-971x1024.png "automator-hubspot-actions-edd-filters")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-hubspot-actions-edd-filters-e1755618253243.png) See how much more you can do with Automator Pro? And that’s not even half of it. [**Upgrade to Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Onboard New Users** So far, we’ve just skimmed the surface of automating onboarding processes. But, like we said before, Automator is a powerful user onboarding tool. Let’s dive a little deeper into those depths. ### **Product Tutorial Onboarding Automation** Popups are a great way to help your users get started with your product right after purchase. With Automator and a popup plugin like [**Popup Maker**](https://automatorplugin.com/share/popup-maker/), you can display relevant popups for just about anything. And just about anywhere. [![Automator recipe for user onboarding. Woo purchase triggers a Popup Maker popup.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-user-onboarding-recipe-woo-trigger-popup-maker-action-1024x696.png "automator-user-onboarding-recipe-woo-trigger-popup-maker-action")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-user-onboarding-recipe-woo-trigger-popup-maker-action-e1755618279365.png) Popup Maker already has essential triggers for displaying your popups. However, with Automator, you unlock [**hundreds more triggers for your popups**](https://www.automatorplugin.com/all-triggers-and-actions). Additionally, you can use the Dynamic Content Addon to personalize the popup based on any token in your recipe. With Automator, you can dynamically personalize the popup content based on: - Location, - Product, - Order amount, - Etc. ### **Automated Routine Check-Ins** Product follow-ups and reviews are an essential part of the onboarding process. After all, you don’t want a surprise mutiny on your hands! Automator helps you get more (and better) reviews with a few simple recipes. Check out this blog post and see for yourself: [![Automator mascot, U-Bot, pointing to a laptop screen with the Woo logo and a 4-star rating with different reaction emojis emerging from the screen.](https://automatorplugin.com/wp-content/uploads/2022/08/Automator_Blog-better-sales.png "Automator_Blog-better-sales")](https://automatorplugin.com/wp-content/uploads/2022/08/Automator_Blog-better-sales.png) [**Get Better Sales with WooCommerce Product Reviews & Automator >>>**](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/) ### **Milestones and Loyalty Programs** The onboarding process (just like our beloved deep blue sea) never truly ends. As long as your products and offerings keep evolving, you’ll always be onboarding new and existing customers. That’s where loyalty programs come in. And Automator can help there, too. Whether it’s awarding store credit, offering exclusive discounts, or restricting content, Automator does it all. Find out how to create a fully-automated loyalty program with Automator: [**Build Customer Loyalty with Automator >>>**](https://automatorplugin.com/build-customer-loyalty-with-woocommerce-store-credit/) ### **Keep Automating** Every business’ onboarding needs and journeys will look a little different. However, you can always find ways to automate those onboarding steps. If you’re looking for more tasks to automate, apply **Automator’s R.I.C.H framework**. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. ## **Frequently Asked Questions** **Which AI tool is known for automating the onboarding process?** Just about every AI platform can help you automate onboarding processes. AI platforms such as OpenAI’s GPT allow for real-time customer support and act as research aides. As a WordPress AI integration, Uncanny Automator connects OpenAI, Anthropic, Perplexity, Gemini, and more to your WordPress site. **What is the user onboarding process?** The user onboarding process is the set of steps that help your new users understand your product or service, set it up properly, and see value quickly. User onboarding processes consist of six general steps: welcome messages, tutorials, feature highlights, self-service options, check-ins, and loyalty programs. The process usually takes 100 days, though it will be different for each industry. **What is the meaning of user onboarding?** User onboarding refers to the process of familiarizing new customers, affiliates, employees, etc. to your business and its products or services. **Can I automate employee onboarding?** Yes, you can automate employee onboarding using onboarding automation tools such as Uncanny Automator. Automator can track onboarding metrics such as completions within an LMS, logins and registrations, and site interactions. **What are the stages of customer onboarding?** Customer onboarding usually consists of six stages: welcome messages, tutorials, feature highlights, self-service options, check-ins, and loyalty programs. The duration and depth of each stage varies depending on factors such as industry, target audience, etc. ## **Conclusion: Onboard and Onward** From the first “ahoy” to lifelong loyalty, user onboarding is the voyage that turns sign-ups into steady customers. You’ve seen how to chart that course with Uncanny Automator. Send timely emails, light up on-site prompts with Dynamic Content, and segment with filters. You can even reach users by SMS or WhatsApp, and enlist AI to guide and support them in real-time. **Keep it simple at first**: a purchase triggers a welcome email and a short tutorial. Then add segments, check-ins, and milestone rewards as you gather wind in your sails. Remember, **great onboarding feels personal, predictable, and fast**. Trim friction, keep messages clear, and let automation do the heavy lifting while you steer the ship. Whether your operation is a nimble skiff or a full-blown cruiseliner, Automator helps every passenger find their cabin—and their reason to stay aboard. Ready to turn every new user into a loyal voyager? [**Upgrade to Automator Pro >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [Uncanny Automator: Free eCommerce Automation for Small Businesses to Grow](https://automatorplugin.com/free-ecommerce-automation-for-small-businesses/) **Published:** August 18, 2025 **Author:** Brendan Da Costa **Content:** *Uncanny Automator puts big-business solutions in small businesses’ hands. Reclaim your time, cut your costs, and sell above your tax bracket with the most powerful ecommerce automation plugin for small businesses.* [![U-Bot mascot smiling next to a screen displaying a sales funnel and user icons, with text that reads 'How To — Small Business eCommerce Automation' on a blue background.](https://automatorplugin.com/wp-content/uploads/2025/08/uncanny-automator-ecommerce-automation-for-small-businesses-featured-image.png "uncanny-automator-ecommerce-automation-for-small-businesses-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/08/uncanny-automator-ecommerce-automation-for-small-businesses-featured-image.png) It’s a trope, but only because it’s true: small businesses are the backbone of any economy. In fact, small businesses make up [**99.9% of all businesses**](https://www.forbes.com/advisor/business/small-business-statistics/) in the U.S. But, here’s another (sobering) statistic for you: over [**80% of those small businesses**](https://www.forbes.com/advisor/business/small-business-statistics/) operate without any staff beyond the owner. Statistics like that help explain why millions of entrepreneurs such as yourself feel like they’re trying to carry the world on their shoulders—juggling everything from inventory and accounting to marketing and customer support. And therein lies the small business catch-22: **you need to grow to afford more technology and staff, but you need more technology and staff to grow**. Meanwhile, your larger competitors seem to scale up effortlessly, hiring account managers to handle growing sales and marketers to launch ever more ambitious campaigns. It’s enough to make your solo efforts feel meaningless by comparison. But here’s the exciting news; **there is a way for small businesses to level the playing field** without breaking the bank (or your back). The secret? **eCommerce automation**. **TLDR?** **Uncanny Automator is the FREE automation tool for small WordPress businesses that lets them sell above their tax bracket. Save time, reduce costs, and grow your business with one plugin.** **[Automate your small business >>>](https://automatorplugin.com/pricing)** ## **The Small Business Automation Revolution** eCommerce automation is the simple process of using software and other tools to execute workflows. From managing inventory to segmenting customers or even running loyalty programs, **automation is in every aspect of successful modern businesses**. There isn’t any part of your business that can’t be made better by automation. (Don’t worry, I’ll give you a rubric later on for identifying tasks within your business that are ready to be automated.) Once an expensive luxury that only big corporations could afford, automation tools are now a must-have for small-to-medium sized businesses (SMBs) that want to claim their share of the market. In fact, [**2 out of 3 small to medium sized businesses**](https://zapier.com/blog/state-of-business-automation-2021/) say that automation is essential in running their business. These smart entrepreneurs have realized that the right automation tools can help them sell far above their tax bracket—handling routine tasks while they focus on what really matters: **growing their business and serving customers better**. In this post, that’s exactly what we’re going to show you. We’ll: - tell you **what to look for in an automation tool**, - get you started with the **best eCommerce automation tool for small businesses** (I won’t bury the lede—it’s [**Automator**](https://www.automatorplugin.com/pricing)), - help you **identify tasks within your business** that can be automated, - give you some **ready-made recipe templates** (because who doesn’t love tasty, time-saving recipes that you don’t have to make yourself), - and put you on a path towards **less stress and more sales**. From here on, you don’t need a credit card or a computer science degree. Ready to join the small business automation revolution? Let’s dive in. ## **The Reality Check: Challenges Facing Small WooCommerce Stores** Before we dive into the solutions, let’s take a look at some of the problems that automation will help small WooCommerce stores, like yours, solve. If any of these challenges sound familiar, you’re in good company. The **challenges that you face as a small business owner** are unique to you in the details, but not in the broad strokes. These are simply the **natural growing pains of ambitious entrepreneurs** working within very real constraints. ### **The Resource Squeeze** - For most SMBs, **time poverty** is the biggest enemy. When you’re wearing every hat in your business, there truly are **not enough hours in the day to get everything done**. You might find yourself answering customer emails at 11 PM or updating inventory while your morning coffee gets cold (again). - Then there’s the **budget reality**. When you’re still trying to climb up to that $100k in revenue milestone, every dollar counts and **investing in new tools or team members feels like a luxury you can’t afford**. It’s the classic small business paradox: you need resources to grow, but you need growth to afford resources. - Altogether, this creates what we call **the growth plateau**—that frustrating point where your manual processes, which worked perfectly when you had 10 orders a month, suddenly become bottlenecks when you’re handling 100. **Success becomes its own problem**. ### **Common Pain Points (You’re Definitely Not Imagining Them)** The struggles you’re experiencing are **backed by real data**, which means you’re definitely not alone—and more importantly, **there are proven solutions**. - In an era of lightning-fast, same-day delivery, even minor **order processing delays** hit small stores hard. In fact, [**processing bottlenecks cause almost a third—32%**](https://www.opensend.com/post/average-shipping-time-statistics-ecommerce)—of all delivery delays. The good news? **Implementing automation can slash processing times by up to 70%** and reduce error rates from 5% to under 1%. - Rapid **customer service response times** are another advantage that large companies get to hold over SMBs. Most small businesses typically [**respond to customers within 4 to 24 hours**](https://www.withremark.com/blog/customer-response-time), but big businesses are typically able to reduce those times to less than an hour. With **automation and AI working together**, however, we’ll show you how to match—or even beat—those response times. - This is a big one: **inventory management**. It might just be your biggest hidden revenue killer. [**43% of small businesses**](https://www.firework.com/blog/inventory-management-statistics-ecommerce) either don’t track their inventory at all or rely on outdated manual systems. The cost? **Up to 11% of annual revenue, lost** through stockouts and overstocking. But, again, you’re not alone. Almost all small businesses—98%—report struggling with inventory. - **Marketing campaign execution** often gets pushed to the back burner when you’re juggling everything else. You know you should be running email campaigns and social media promotions, but finding the time to plan, create, and execute them consistently feels impossible. - Finally, there’s the **administrative burden**—all that data entry, order updating, and manual task switching that eats away at your day without directly contributing to growth. Pain Point**Small eCommerce Businesses****Big Business Benchmark**Order Processing Delays24-48 hours average; 32% of delays due to bottlenecks [1](https://www.opensend.com/post/average-shipping-time-statistics-ecommerce)<12 hours with automation; fewer delays [1](https://www.opensend.com/post/average-shipping-time-statistics-ecommerce)Customer Service Response1-24 hours typical; spikes to 10+ hrs at peak [2](https://www.withremark.com/blog/customer-response-time), [3](https://ecommercefastlane.com/the-state-of-the-ecommerce-customer-service-industry-report/)<1 hour best-in-class; 1.67 hours average resolution [4](https://www.gorgias.com/blog/customer-support-metrics)Inventory Management43% track manually; 60% struggle to match demand [5](https://www.firework.com/blog/inventory-management-statistics-ecommerce)Dedicated teams, data-driven automationMarketing CampaignsBudget/expertise/time constraints; inconsistent [6](https://www.mayple.com/resources/digital-marketing/why-do-small-businesses-struggle-with-digital-marketing)Dedicated teams, consistent, leverage AI and automationAdministrative BurdenManual entry: errors, delays, high labor costAutomated/optimized systems, low admin burdenThe reality is that these challenges are completely normal for where you are in your business journey. The exciting part? **Every single one of them can be addressed with the right automation approach**, without requiring a massive budget or technical expertise. ## **What is eCommerce Automation? A Beginner’s Guide** At its core, **automation is simply using software to handle repetitive tasks** that you’d otherwise do manually—like sending welcome emails, updating inventory levels, or processing orders. Automations tell your various systems exactly what to do when certain events (triggers) occur, setting off a cascade of workflows (actions) that run in the background. In the world of ecommerce, automations can run the full gamut of your business operations. ### **Types of eCommerce Automation for Small Businesses** Let’s break down the main areas where automation can transform your daily operations: **Sales & Marketing Automation** These automations **focus on attracting, converting, and retaining customers** through targeted, personalized communication and campaigns. They include familiar workflows such as abandoned cart reminders, welcome email sequences, drip campaigns, and posts to social media. **Inventory & Order Management Automation** These are automations geared towards managing product availability and order flow by syncing stock levels, routing orders, and notifying staff or suppliers in real-time. They help prevent overselling, stockouts, and manual errors in order processing. **Shipping & Fulfillment Automation** Shipping automation handles logistics tasks such as label creation, carrier selection, and tracking notifications. It ensures timely and accurate delivery while reducing manual fulfillment work. **Finance & Accounting Automation** Unfortunately, accounting automation doesn’t mean that money will automatically appear in your account (wouldn’t that be nice?). Instead, finance and accounting automations handle the busywork behind billing, tax calculations, and bookkeeping by integrating financial systems and reducing human error. **Customer Support Automation** Customer support automation uses tools like ticket routing and chatbots to provide fast, scalable assistance. It enhances customer satisfaction while reducing the workload on human support teams. **Analytics & Reporting Automation** These automations turn your data into actionable insights without requiring a degree in statistics. Automated reports can show you your best-selling products, peak sales times, and customer behavior patterns, synced to your database in real-time or delivered right to your inbox daily, weekly or monthly. **Backend & Technical Automation** These automations handle the invisible but crucial tasks like database backups, security scans, and software updates. It’s the digital equivalent of having an IT team that keeps everything running smoothly. ### **Automation vs. Hiring: The Economics** In today’s business environment, we often think of automation vs. employees as an “either or” proposition. The reality, however, is that for the businesses that can afford it, it is a “both and” growth strategy in which **automation maximizes employee productivity**. Of course, for SMBs, the math is a little different. A virtual assistant costs anywhere between $15-50 per hour. Meanwhile, the cost of a full-time employee (with benefits) starts at $35,000 annually. For most small businesses, that’s the entire bottom line—and then some. So, if you’re one of those SMBs, hiring an employee *and* investing in new technology isn’t a “both and” kind of situation. **Instead, think of automation vs. employees as a “now and then” proposition**. Invest in **automation now** to grow your business—**then hire employees** to further leverage your growth-boosting automation tools. ## **Why Small Businesses Need Automation: The Key Benefits** If you’re still wondering whether automation is really worth the investment for a small business, **let’s talk about what it actually does for your bottom line**. Spoiler alert: it’s not just about saving time (though that alone might be enough to convince you). ### **Save Time** Automation can help business owners **save dozens of hours per week**. Don’t believe me? A [**McKinsey & Company report**](https://www.mckinsey.com/featured-insights/future-of-work/the-future-of-work-after-covid-19) found that businesses that successfully incorporate automation into their workflows saw an increase in productivity of anywhere between 20-35%. **Reclaim as much as** [**30 hours per week**](https://eiz.com.au/article/ecommerce-automation-time-saving-guide) **from repetitive tasks with automation**. That’s time you can reinvest into product development, customer relationships, or simply having a life outside your business. But here’s the real game-changer: automation doesn’t just free up time, it **shifts your focus from putting out operational fires to actually growing your business**. Instead of asking, “How am I going to get through all these orders today?”, you can start asking, “How can I reach more customers like these?” ### **Consistency and Reliability** **Human error is expensive**. A mistyped email address means a missed lead and lost revenue. A forgotten follow-up leads to a drop in customer satisfaction and, possibly, a bad review. An inventory count that’s off by a dozen could be the difference between a record sale or a disappointing slouch. Suffice to say, these mistakes add up quickly, **costing you both money and trust**. **Automation** eliminates these slip-ups by bringing **machine accuracy** to bear on your workflows. Contact information is stored and updated automatically. Email campaigns go out like clockwork. Inventory is updated in real-time. ### **Cost-Effective Growth** As we mentioned before, automation isn’t just about reducing costs and saving time. More importantly, **automation is a growth strategy**—a very cost-effective growth strategy. Think about it like this: the same automated workflow that processes 5 orders a day when you’re a growing business can handle 500 per hour as your business expands. How’s that for economies of scale? Automation lets you handle **5x or even 10x more orders without proportionally increasing your costs**. That said, not all automation tools are as scalable as others. Later, we’ll explore the **fixed-cost structure of Uncanny Automator** that makes it ideal for small, growing ecommerce businesses. ### **Data-Driven Insights** The most successful growth decisions are made with the help of **deep data insights**. Automation (especially when augmented with AI) **puts key data points and crucial insights directly in your database**—or even your inbox. Want daily, weekly, or even monthly sales reports with information such as peak times, popular products, and average order value? The right automation tools can put all of that data into a spreadsheet, database, email, or even Slack message. And this isn’t just for convenience—it’s strategic. **Spot problems before they become crises, capitalize on opportunities as they arise**, and make informed decisions that propel your business forward. ### **Competitive Edge** It’s not fair, but it’s true: **consumers expect** [**the same or better service**](https://aboutus.godaddy.net/newsroom/news-releases/press-release-details/2023/Consumer-Expectations-vs-Retailers-Reality-GoDaddy-Surveys-of-Small-Businesses-and-Consumers-Show-Disparity/default.aspx) **from small businesses** as from big businesses. In fact, [one study](https://www.utoronto.ca/news/big-expectations-u-t-study-finds-small-businesses-held-higher-standard-friendliness) even showed that **consumers expect more friendliness and helpfulness from SMBs** than from large corporations. Of course, we don’t have to tell you how difficult it is to deliver best-in-class service when your support team consists of… well, just you. Again, this is where **automation levels the playing field between big and small businesses** by giving you capabilities that traditionally only large companies could afford. Automated, AI-powered customer service responses happen instantly. Contact segmentation is already handled with enterprise-level sophistication. Order processing moves at lightning speed. ## Choosing the Right Automation Tool: Why [Uncanny Automator](https://automatorplugin.com/) Fits the Bill Alright, let’s get practical. By now, hopefully, you see how automation can transform your business. But you’re staring at a sea of automation tools wondering which one won’t drain your bank account or require a PhD in computer science to set up. Because here’s the thing: **not all automation tools are created equal**. The tool that works for a Fortune 500 company would be complete overkill for your growing WooCommerce or Easy Digital Downloads store. So which tools would be good for you? Let’s break it down. ### **What Small Businesses Really Need in an Automation Tool** When you’re evaluating automation tools, **forget the baffling feature lists for a moment** and focus on what actually matters for your day-to-day reality: - **A user-friendly setup** is non-negotiable. You don’t have time to spend weeks learning complex software or hiring consultants to get things running. You need something that makes sense from day one. - **Native WooCommerce and EDD integrations** aren’t just nice-to-haves—they’re essential. Tools that claim they “work with” WooCommerce often require workarounds, third-party connectors, or constant troubleshooting. You want something built specifically for your preferred ecommerce platform—not tacked on as an afterthought. - **Fixed pricing that won’t change** just because your business has started to grow. Tools that charge per-automation fees should be avoided as the cost will increase as your business grows. Sticked to fixed-cost automation tools that help you leverage economies of scale. - **Quality support when you get stuck** can make or break your automation journey. From comprehensive documentation to responsive customer service, help should be available when you need it. - **Quick implementation without lengthy learning curves** keeps you focused on growing your business instead of becoming a software expert. ### **The Free vs. Paid Decision Framework** Ok, now let’s address the elephant in the room: **budget constraints**. Most small businesses start by asking “What’s the cheapest option?” when they should be asking, “What’s the best value for my specific situation?” - **Free tools can provide serious value** when you’re just starting out or testing the automation waters. The key is making sure the free version isn’t just a glorified trial that disappears when you need it most. - **Paid solutions** unlock tons of additional features that allow you to create more dynamic automations. However, many premium tools have **hidden or recurring costs**—per-transaction charges, integration costs—that eat into your growth. Always factor in the total cost of ownership, not just the sticker price. In other words: **the best automation tools are free for beginners, have no hidden costs, and scale with your business**. If only there was just such a tool… Oh, wait—there is! ### **Meet Uncanny Automator: The Small Business Sweet Spot** This is where Uncanny Automator shines. The #1 automation and integration tool for WordPress websites was built with small ecommerce businesses in mind. It’s free (forever), doesn’t charge per-transaction or automation fees, has [**253 integrations**](https://www.automatorplugin.com/integrations), is just as flexible as your business needs, and scales up with you. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) So, what makes Automator the perfect solution for small business automation? - **Native WordPress integration** means zero compatibility headaches. Automator lives right inside your WordPress website, speaking the same language as your WooCommerce or EDD store and other plugins. Everything just works together seamlessly. - **No-code interface** lets anyone build sophisticated automations—simply point and click. You can automate powerful workflows by just selecting triggers (“when this happens” statements) with actions (“do this” statements). - **WooCommerce and EDD specific triggers and actions** show Automator’s deep ecommerce focus. Need to tag customers who spend over $500? Create a VIP email sequence for repeat buyers? Synchronize membership subscriptions with access to events, courses, or exclusive site pages? Automator has a trigger, action, and filter for that—and a whole lot more. - **Automator Lite (the free forever version)** lets you start without any financial commitment. No credit card required, no trial periods that expire at inconvenient times. You get real functionality immediately, with the option to upgrade and unlock more features and integrations when your business is ready. - **Ready-made recipes (i.e., automations)** solve common problems instantly. Browse the recipe library for proven automation workflows that you can customize with a few clicks. - **Scales from free to enterprise** without platform switching. Start with basic automations in the free version, then unlock advanced features as your needs expand. No need to rebuild everything when you’re ready to grow. **Ready to see what automation can do for your business?** [**Download Uncanny Automator Lite for free**](https://wordpress.org/plugins/uncanny-automator/) **and build your first automation in the next 10 minutes. No credit card required.** **Essential Features****How Automator Delivers**User-FriendlinessVisual, point-and-click builder with built-in tool tipsDeep eCommerce Integration100s of triggers, actions, and filters for WooCommerce and EDDAffordabilityAutomator Lite (free forever) + competitive pricing and no per-automation feesSupport24/7, white-glove support and [4.9 rating](https://wordpress.org/support/plugin/uncanny-automator/reviews/)Quick Implementation/Learning CurvePre-built recipe templates and extensive documentation to get you started right awayScalabilityNo per-automation fees and tiered pricing means businesses of all sizes can save and growThe bottom line? **Automator was designed by people who understand the resource constraints of small businesses**—we used to be one! It’s powerful enough to compete with enterprise tools, simple enough for busy entrepreneurs, and affordable enough to make sense from day one. Whether you’re processing 10 orders a month or 1,000, Automator grows with you—giving you enterprise-level automation capabilities without the enterprise-level complexity or cost. ## **Getting Started With Automator Lite: Step-by-Step** Ready to change the way you work—for free? Of course you are! Let’s get you started with Uncanny Automator Lite. **Step 1: Install and Activate Uncanny Automator** From your WordPress Admin Dashboard, navigate to **Plugins** > **Add plugin**. In the search bar, enter “uncanny automator”. Uncanny Automator will be the first search result. Click **Install** and **Activate**. [![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png "install-automator-plugin")](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) **Step 2: Register Your Account** Uncanny Automator Lite comes with complimentary app credits (more of these in a moment). To claim your free app credits, [register your account here](https://automatorplugin.com/my-account/). **Step 3: Getting to Know Automator** Uncanny Automator has a simple and intuitive interface. Nevertheless, there are some key terms and concepts that we should define now to make creating automations easier going forward: - **Recipes:** *Recipes* are automations, i.e., combinations of triggers and actions that integrate different apps and plugins and/or automate workflows. - **Triggers:** Events, such as page visits, orders, user logins, or even schedules, that set automations into motion. - **Actions:** Tasks, such as sending an email, changing user roles, or tagging contacts, that are performed automatically when a trigger has been satisfied. - **Filters and Conditions:** Conditions are rules or criteria that determine whether the action(s) in a recipe to which they are applied will proceed. For example, “A user has a role”, or, “The user has an active subscription to a specific product”. Filters consist of conditions. - **Tokens:** Dynamic data provided by triggers and actions or pulled from your WordPress site that makes automated workflows intelligent. - **App Credits:** For use with app integrations. You can find a list of app integrations by navigating to **Automator** > **App integrations**. That’s all you really need to know to get started, but you can find additional information in the [Knowledge Base](https://automatorplugin.com/knowledge-base/). ### **Creating Your First Recipe** Now that we understand the basics, let’s work on your first Automator recipe, starting with something every ecommerce business needs: CRM automation! [![eCommerce automation with Woo trigger and Mailchimp action to add Woo customers to Mailchimp after payment completion.](https://automatorplugin.com/wp-content/uploads/2025/08/add-update-woo-customer-in-mailchimp-recipe-1024x648.png "add-update-woo-customer-in-mailchimp-recipe")](https://automatorplugin.com/wp-content/uploads/2025/08/add-update-woo-customer-in-mailchimp-recipe.png) In the recipe pictured above, we’re able to automatically add/update a contact’s information in Mailchimp when they make a purchase from our WooCommerce store. Using tokens, we can even begin segmenting the contact immediately based on their purchase and checkout form fields. (Note: Not using Mailchimp? No problem. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with CRMs such as **Drip**, **ActiveCampaign**, **Ontraport**, and many more.) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: This recipe works for users who are logged in to your site at the time of checkout, including those who register during checkout. However, if that doesn’t suit your workflows—if you would like to enable guest checkout—Automator Pro users can select the recipe type “Everyone” and then use the trigger “A guest purchases a product” to capture more contacts.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add/Update WooCommerce Customer to Mailchimp”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![Uncanny Automator interface displaying integration options for various plugins, including WooCommerce. The WooCommerce integration is highlighted with a blue border, indicating selection.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-integration.png "automator-woo-integration")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-integration.png) From the dropdown list that appears, select “A user completes, pays for, lands on a thank you page for an order with a product”. [![Automator action list for Woo, highlighting the action "A user completes, pays for, lands on a thank you page for an order with a product."](https://automatorplugin.com/wp-content/uploads/2025/06/woo-action-user-completes-pays-for-lands-on-thank-you-page-for-order-1024x488.png "woo-action-user-completes-pays-for-lands-on-thank-you-page-for-order")](https://automatorplugin.com/wp-content/uploads/2025/06/woo-action-user-completes-pays-for-lands-on-thank-you-page-for-order.png) Automator will prompt you to select the trigger condition and product (we have selected “pays for” and “any product” to maximize the number of customers who will trigger the recipe). Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Mailchimp**. [![The Uncanny Automator integration selection screen, highlighting the Mailchimp option in white with a blue border.](https://automatorplugin.com/wp-content/uploads/2023/05/automator-mailchimp-integration.png "automator-mailchimp-integration")](https://automatorplugin.com/wp-content/uploads/2023/05/automator-mailchimp-integration.png) (Note: If you haven’t already connected your Mailchimp or preferred CRM account, simply click **Connect account** in the modal that appears and follow the steps.) From the dropdown list that appears, select “Add the user to an audience”. [![Automator action dropdown list for Mailchimp, highlighting the action “Add the user to an audience”.](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience-1024x493.png "mailchimp-action-add-user-to-an-audience")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience.png) Automator will present you with a form to fill out the new contact’s information when they are synced to Mailchimp. Fill in the *Audience*, *Double opt-in*, *Update existing*, and *Change groups?* fields to best suit your workflows. The *Merge fields* section of the form allows you to fill out the fields in your Mailchimp audience with the information from the Woo trigger and your WordPress website. To retrieve the fields, click **Load fields**. [![User clicking “Load fields” to auto-populate merge fields in a Mailchimp action while setting up an ecommerce automation workflow in WordPress.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-load-mailchimp-fields.gif "automator-load-mailchimp-fields")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-load-mailchimp-fields.gif) Once the fields have loaded, you can fill them out. We are going to fill out these fields using **tokens** (recall that these are dynamic data pulled from your WordPress site and from within recipes). To use a token in a field, click on the **Asterisk** and select the corresponding token. For example, in our “FNAME” field, we have selected the token “Billing first name” from the Woo trigger. [![User scrolls through Automator tokens to match auto-populated Mailchimp merge fields, including FNAME and LNAME amongst others.](https://automatorplugin.com/wp-content/uploads/2025/08/automator-woo-billing-first-name-token.gif "automator-woo-billing-first-name-token")](https://automatorplugin.com/wp-content/uploads/2025/08/automator-woo-billing-first-name-token.gif) Fill out the remaining fields using a combination of tokens and static data to best suit your workflows. Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to cook up your first Automator recipe. All you have to do now is toggle the recipe from **Draft** to **Live**. [![eCommerce automation to add Woo customers to Mailchimp after payment completion, with an arrow indicating that the automation is “Live”.](https://automatorplugin.com/wp-content/uploads/2025/08/add-update-woo-customer-in-mailchimp-recipe-live-1024x648.png "add-update-woo-customer-in-mailchimp-recipe-live")](https://automatorplugin.com/wp-content/uploads/2025/08/add-update-woo-customer-in-mailchimp-recipe-live.png) That’s it! Congratulations, you’ve just completed your first Automator recipe. You’re well on your way to stressing less and selling more. But this definitely isn’t the end—in fact, it’s just the beginning. Here are a few more ecommerce automations to get you started on your journey to growth without the grind. **Add Woo Customers to HubSpot Lists from Product Views** Contact and list segmentation is one of the best ways to personalize the shopping experience for your customers and increase engagement and conversion rates. It also happens to be a tedious affair if you try doing it manually. Instead, import this recipe template to begin segmenting your customers based on the product(s) that they have viewed. [![Automator recipe template modal for a recipe that adds users to HubSpot lists based on product views.](https://automatorplugin.com/wp-content/uploads/2025/08/recipe-template-when-user-views-product-add-to-hubspot-list-1024x722.png "recipe-template-when-user-views-product-add-to-hubspot-list")](https://automatorplugin.com/wp-content/uploads/2025/08/recipe-template-when-user-views-product-add-to-hubspot-list.png) To import this recipe template, simply navigate to **Automator** > **Recipe templates** and either use the search bar or search by integration. (Note: This recipe only works for logged-in users. However, you can use this as an opportunity to encourage users to sign-up for a better shopping experience.) **Use Automated Lead Magnets to Grow Your List (and Sales)** Whenever you’re ready to upgrade to **Automator Pro**, we have a contact list and revenue boosting recipe that will only take a few seconds to configure. Ever see those fancy popups on big business websites that promise coupons just for entering your email address? You can now do the same. [![Uncanny Automator recipe showing ecommerce automation for small businesses: email WooCommerce coupon and add/update HubSpot when WPForms is submitted.](https://automatorplugin.com/wp-content/uploads/2025/08/email-coupon-and-add-contact-to-hubspot-on-wpforms-submission-recipe-1024x723.png "email-coupon-and-add-contact-to-hubspot-on-wpforms-submission-recipe")](https://automatorplugin.com/wp-content/uploads/2025/08/email-coupon-and-add-contact-to-hubspot-on-wpforms-submission-recipe.png) Embed a single-field **WPForms** form inside of a **Popup Maker** popup and let Automator do the rest. U-Bot (Automator’s happy helper) will sync your new lead to **HubSpot** or [**your CRM of choice**](https://www.automatorplugin.com/integrations) and email them their coupon code. (Note: If using this recipe, make sure to configure your WPForms form and Popup Maker popup settings to disable repeat submissions. This entails [enabling AJAX form submission](https://wpforms.com/wordpress-ajax-contact-form/) and setting the triggers in your popup.) ## **Advanced Automations and App Integrations** Now that you’ve built your first few recipes and tasted the sweet freedom of having your business work for you instead of against you, it’s time to kick things up a notch. This is where automation goes from a nice-to-have to a must-have. ### **Beyond Basic eCommerce: Automating Your Entire Business Ecosystem** The real magic happens when you start connecting all of your business tools together, creating a tightly-integrated ecosystem where data flows and sales rise. - **Email and Multichannel Marketing Automation:** You’ve already seen some of Automator’s CRM integrations in action. However, that’s just the tip of the email marketing iceberg. In addition to supporting other CRMs such as **Drip**, **ActiveCampaign**, and **Brevo**, Automator also has SMS integrations such as **WhatsApp** and **Twilio**, meaning that you can reach your customers across multiple channels and in the ways that they prefer. Speaking of multichannel marketing… - **Social Media Automation:** [Social commerce](https://www.shopify.com/ca/enterprise/blog/social-commerce-trends) is rapidly becoming the future of ecommerce. And that’s a future that Automator wants to be part of. That’s why Automator has all of the social media integrations (from **X** and **Bluesky** to **Instagram** and **Discord**) that you need to reach your customers where they are. - **AI-Powered Automation:** Earlier on, we teased some of Automator’s AI-powered workflows. But with integrations for **OpenAI’s GPTs**, **Anthropic’s Claude**, **xAI’s Grok**, and many more the possibilities are truly endless. Imagine bringing the brains of AI to the brawn of automation! Actually, you don’t need to imagine it. As an Automator user, AI-powered business workflows are now your reality. - **Analytics, Reporting, Accounting Automation:** Integrations such as **Google Sheets** and **Airtable** turn your business data into strategic insights. Likewise, accounting integrations such as **QuickBooks Online** mean that you can stay on top of your cash flows without burying yourself in receipts and invoices. Check out Automator’s [**253 integrations**](https://www.automatorplugin.com/integrations) to find more ways to integrate and automate your business ecosystem. ## **Frequently Asked Questions About eCommerce Automation (Small Business Edition)** **What is ecommerce automation?** eCommerce automation is the process of using software tools to handle repetitive business tasks without manual intervention. This includes everything from sending welcome emails to processing orders and managing customer support tickets. **How can I automate my ecommerce business?** There are many ways to automate your ecommerce business. However, small businesses (and even large ones) can use tools like [**Uncanny Automator**](https://www.automatorplugin.com/pricing) to automate their workflows. Tools such as Automator are more affordable and accessible than custom development. **How much does ecommerce automation cost for small businesses?** eCommerce automation costs vary widely, but many powerful tools are surprisingly affordable for small businesses. [**Uncanny Automator Lite**](https://wordpress.org/plugins/uncanny-automator/) **is completely free** and includes enough functionality to automate core business processes. Users often upgrade to paid versions such as [**Automator Pro**](https://www.automatorplugin.com/pricing) as their business expands. **What tasks can I automate in my small ecommerce business?** Almost every aspect of your ecommerce business can be automated. From sales and marketing to inventory management and customer service—if it needs doing, it can be automated. We recommend using the R.I.C.H. framework (Repetitive, Iterative, Costly, and Hard) to identify workflows that you can automate. The key is starting with your biggest time-consuming or error-prone processes and working your way down the list. **Can small companies compete with big businesses using automation?** Absolutely. **Automation levels the playing field** by giving small businesses access to the same operational efficiencies that large companies enjoy. While big businesses have dedicated teams for customer service, marketing, and operations, small businesses can use automation to achieve similar results. **What is the most popular automation tool for WordPress websites?** With tens of thousands of active installations (and more every day) along with a 4.9-star rating, Uncanny Automator is the #1 automation and integration for WordPress websites. With a **free forever Lite plan**, **no per-automation fees**, and **every integration a small business needs**, there’s a good reason that more and more WordPress users trust Automator to get the job done. **How do I know when to upgrade to Automator Pro?** Upgrading to Automator Pro, or another paid automation tool, is a judgment call that will be different for every business. However, the basic calculus remains the same. Consider the cost (including any recurring costs or hidden fees) of the automation tool and how much time and money it will save along with the revenue it will help generate. However, Automator Pro starts at $149/year, so if you save even one hour per week (and you’ll save a lot more than that), a Pro license will pay for itself in short order. ## **Conclusion: Your Journey to Automated Success Begins Now** You’re standing at the threshold of a major shift in how you run your business. **The difference between businesses that thrive and those that merely survive** often comes down to one factor: **leveraging technology to multiply their efforts** instead of just working harder. As we’ve seen, automation isn’t just about saving time—though reclaiming 20-30 hours per week is nothing to scoff at. At its core, **automation is about transforming the way you work**. Yes, it’s about helping you reclaim your time and optimize your budget. But, it’s also about **delivering for your customers**, **reaching new audiences**, and **building the community** that you set out to create. **The businesses succeeding today** aren’t necessarily the ones with the biggest teams or budgets. They’re the ones that **work smarter, not harder**—using tools like Uncanny Automator to compete with enterprises while maintaining the agility and personal touch that makes small businesses special. The best part? **You don’t need to transform everything overnight**. Start with one automation—like the Mailchimp recipe we built together—and feel the immediate impact. Then add another. And another. Before you know it, you’ll have built a business that works as hard as you do, but never needs a coffee break. [**Your automated future starts with a single click >>>**](https://www.automatorplugin.com/pricing) We hope you had as much fun as we did talking about all things automation-related. We’re always here with the latest automation news and to offer support when you need it. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator, Use Cases --- ### [Best QuickBooks Plugin for WordPress (And How to Automate Your Accounting)](https://automatorplugin.com/best-quickbooks-plugin-for-wordpress/) **Published:** July 25, 2025 **Author:** Brendan Da Costa **Content:** *Uncanny Automator is the #1 no-code, low-cost QuickBooks plugin for WordPress. Automate and integrate invoices, payments, customers, and more between your WooCommerce store and your QuickBooks Online account.* [![Automator mascot, U-Bot, presenting Uncanny Automator as a QuickBooks plugin for WordPress to automate accounting.](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-plugin-for-wordpress-accounting-automation-featured-image.png "quickbooks-plugin-for-wordpress-accounting-automation-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-plugin-for-wordpress-accounting-automation-featured-image.png) Looking for the perfect **QuickBooks** plugin for WordPress? You’re in excellent company. [Millions of business owners](https://electroiq.com/stats/quickbooks-statistics/) have already ditched manual data entry and embraced the magic of automation. Whether you’re running a bustling **WooCommerce** store or managing client projects, accounting automation software is a must-have for competitive WordPress businesses. But, here’s the scoop: **Not all QuickBooks plugins for WordPress are created equal.** Some limit the number of orders you can sync or don’t offer customizability to match your unique accounting needs. A true **QuickBooks integration for WordPress should have unlimited, sophisticated automation features** that transform the way you do accounting. Bye, bye T account! If you’ve ever found yourself copying and pasting customer information from WordPress to QuickBooks moments before your tax or reporting deadlines (we’ve all been there), you’re about to discover some game-changing solutions. In this article, we’ll walk you through what QuickBooks integrations with WordPress actually do, why your sanity depends on having one, how different solutions compare, and exactly how to get started, today, with the best of the bunch: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Ready to turn your WordPress site into a financial powerhouse? Let’s dive in! **TLDR?** **Uncanny Automator is the only two-way, no-code QuickBooks plugin for WordPress that won’t charge you any per-automation fees. Create payments, products, sync taxes, update customers, and more with the #1 automation and integration plugin for WordPress websites.** **Try Automator Pro – Elite risk-free for 14 days and start automating your accounting now.** [Connect QuickBooks to WordPress >>>](https://www.automatorplugin.com/pricing) ## **What Is a QuickBooks Plugin for WordPress (And What Should It Do)?** Think of a QuickBooks plugin for WordPress as your personal data assistant—one that never takes coffee breaks or forgets to update your financial records. These clever tools create a bridge between your WordPress website and QuickBooks Online, automatically transferring information so you don’t have to. **But in practical, real-world terms, what do they actually do?** Various QuickBooks integration tools for WordPress have different features, but here’s a list of what you should be looking for: **Real-time Updates** Ensures your financial data updates instantly, eliminating delays and maintaining accurate records. This prevents the chaos of working with outdated information and keeps your team on the same page. **Two-way Communication** Enables data to flow in both directions between WordPress and QuickBooks, so changes made in either system automatically update the other. This prevents data silos and ensures consistency across your entire business ecosystem. **Logging and Reporting** Provides detailed records of all activities, errors, and system performance to help troubleshoot issues quickly. Without proper logging, you’re flying blind if something goes wrong with your financial data. **Data Mapping Customization** Lets you control exactly which WordPress fields connect to specific QuickBooks fields, ensuring data lands in the right place every time. This flexibility is crucial for businesses with unique data structures or custom fields. **Custom Field Mapping** An enhanced feature of data mapping customization, custom field mapping lets you to sync custom WordPress fields to QuickBooks. Preserve and integrate important business-specific information that standard plugins might ignore. Perfect for businesses tracking unique customer data or specialized product information. **Conditional Logic and Filters** Allows you to set rules for when and how data syncs based on specific criteria, like customer type or order value. This intelligent automation prevents unnecessary data transfers and keeps your QuickBooks organized. **Multi-site Support** Manages multiple WordPress sites from a single QuickBooks account, streamlining operations for agencies or businesses with multiple properties. This centralized approach saves time and reduces the complexity of managing separate integrations. **WooCommerce Compatibility** Seamlessly integrates with WooCommerce to sync orders, customers, products, and inventory automatically. Since [WooCommerce powers 28%](https://whitelabelcoders.com/blog/what-percentage-of-websites-use-woocommerce/) of all online stores, this compatibility is non-negotiable for ecommerce businesses. **EDD Compatibility** Works with Easy Digital Downloads to handle digital product sales, subscription renewals, and customer management. Essential for businesses selling software, courses, or digital content where traditional inventory tracking doesn’t apply. **Form-plugin Integrations** Connects popular form plugins like Gravity Forms and Contact Form 7 to automatically create QuickBooks records from submissions. This turns your website forms into powerful lead generation and customer onboarding tools that fit seamlessly into your sales funnel. ****Membership-plugin Integrations**** Integrates with membership platforms to track recurring payments, member status changes, and subscription billing. Critical for businesses with membership models where customer lifecycle management directly impacts revenue. ****LMS-plugin Integrations**** Integrates with Learning Management Systems to track course purchases, student enrollments, and educational content sales. This helps educational businesses maintain accurate financial records while managing student data. ******Events-plugin Integrations****** Connects with event management plugins to sync ticket sales, attendee information, and event-related expenses. Perfect for businesses hosting workshops, conferences, or any ticketed events that need financial tracking. In essence, a QuickBooks plugin for WordPress with all of these features will: - eliminate the need for manual data entry, - eliminate human-error (which, along with manual entry, is [costing you more than you think](https://www.gartner.com/en/newsroom/press-releases/2024-02-21-gartner-survey-shows-that-a-third-of-accountants-make-several-error-per-weeo-due-to-capacity-constraints)), - synchronize financials across platforms, - customize accounting workflows without code. And this now brings us to the next question: **Which QuickBooks plugin is right for you?** ## Why Connect QuickBooks to WordPress With [Automator](https://automatorplugin.com/pricing) Here’s where things get exciting! [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. That means that it’s more than just an accounting automation tool or a data synchronization integration. Instead, Automator is a game-changer for your WordPress site—one that will revolutionize the way you work. [![Uncanny Automator’s U-Bot pointing to a laptop screen displaying the QuickBooks and WordPress logos, promoting Uncanny Automator as a powerful QuickBooks plugin for WordPress.](https://automatorplugin.com/wp-content/uploads/2025/07/connect-quickbooks-to-wordpress-automator-home.jpg "connect-quickbooks-to-wordpress-automator-home")](https://automatorplugin.com/wp-content/uploads/2025/07/connect-quickbooks-to-wordpress-automator-home.jpg) **What makes Automator so special?** - **Unlimited automations:** Unlike other sophisticated workflow automation tools, Automator **doesn’t charge per-automation fees**. - **Essential integrations:** With [**253 integrations**](https://www.automatorplugin.com/integrations) and counting, Automator connects all of the plugins and apps in your WordPress tech stack. - **No-code interface:** Not a developer? (Here’s a secret; neither am I!) Automator is built for WordPress users of all types and experience levels, so you’ll never have to see a line of code. - **Addon ecosystem (for free):** With the Pro – Elite license, you’ll have (free) access to Automator’s powerful addons for [content restriction](https://automatorplugin.com/restrict-content-addon/), [custom fields](https://automatorplugin.com/custom-user-fields-addon/), [dynamic content](https://automatorplugin.com/dynamic-content-addon/), and [user lists](https://automatorplugin.com/user-lists-addon/). - **White glove support:** Get 24/7, priority access to the very same experienced developers who built the plugin you’re using. **Specific QuickBooks Capabilities:** Automator offers five powerful QuickBooks Online actions that can be triggered from any event on your WordPress site to cover all of your accounting needs: - Create a payment - Create a product - Create an expense - Create an invoice - Create or update a customer Remember that list of essential features we told you to look for in a QuickBooks plugin for WordPress? Here’s how Automator stacks up. FeatureAutomatorDescriptionReal-time updates✅Recipes (automations) that run in the background.Batch processing✅[Post Loops](https://automatorplugin.com/knowledge-base/post-loops/), [User Loops](https://automatorplugin.com/knowledge-base/user-loops/), [Token Loops](https://automatorplugin.com/knowledge-base/token-loops/).Two-way communication✅Incoming webhooks\*.Logging and reporting✅Detailed, automatically generated [logs](https://automatorplugin.com/knowledge-base/using-automator-logs/).Data mapping customization✅Select which WordPress fields to map onto QuickBooks fields using [tokens](https://automatorplugin.com/knowledge-base/managing-tokens/).Custom field mapping✅Access to your site’s metadata, including custom fields.Conditional logic and filters✅Powerful, customizable [action filters and conditions](https://automatorplugin.com/knowledge-base/action-filters-conditions/).Support for multiple websites✅Pro – Elite 50-site license to connect a single QuickBooks account to multiple sites.WooCommerce compatibility✅Deep [Woo integration](https://automatorplugin.com/integration/woocommerce/) with dozens of triggers, actions, and conditions.EDD compatibility✅[EDD](https://automatorplugin.com/integration/easy-digital-downloads/), [EDD – Recurring Payments](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/), and [EDD – Software Licensing](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) for digital product stores.Form-plugin integrations✅WPForms, Contact Form 7, Gravity Forms, and others.Membership-plugin integrations✅MemberPress, Ultimate Member, Woo Memberships, and others.LMS-plugin integrations✅LearnDash, TutorLMS, and others.Events-plugin integrations✅The Events Calendar, Modern Events Calendar, and others.\*Two-way communication involves the use of [QuickBooks webhooks](https://developer.intuit.com/app/developer/qbo/docs/develop/webhooks). Accounting doesn’t need to be a headache—it doesn’t even need to be a hassle. Automator is the fully-automated, fully-integrated accounting pro you’ve been looking for. **Try Automator Pro – Elite risk-free for 14 days and start automating your accounting now.** [**Get Uncanny Automator now >>>**](https://www.automatorplugin.com/pricing) In the next section, we’ll show you how to get started with your Automator Pro – Elite license and give you some tips and tricks for getting your “COGS” in gear! ## **Step-by-Step Guide: QuickBooks + Uncanny Automator** Uncanny Automator’s QuickBooks Online integration is part of the Elite Integrations Addon, included in every Automator Pro – Elite license. Follow these steps to activate your Automator Pro – Elite license, activate the Elite Integrations Addon, and connect QuickBooks to Automator. **Prerequisites:** 1. WordPress website with admin access. 2. QuickBooks Online account. 3. Uncanny Automator Pro – Elite license (with Elite Integrations Addon activated) ### **Install Uncanny Automator** **Step 1: Purchase Automator Pro – Elite** Purchase an Automator Pro – Elite license from . You will receive a purchase confirmation email and a Welcome email. You can follow the installation and activation instructions in your Welcome email or follow the instructions below. **Step 2: Install and Activate Automator Lite** Automator Lite is the free version of Uncanny Automator—you will need to install and activate it on your WordPress site to use Automator Pro.From your WordPress Admin Dashboard, navigate to **Plugins** > **Add plugin**. In the search bar, enter “uncanny automator”. Uncanny Automator will be the first search result. Click **Install** and **Activate**. [![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png "install-automator-plugin")](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) **Step 3: Activate Automator Pro – Elite License** Download Uncanny Automator Pro from your purchase confirmation email or from [your Uncanny Automator account](https://www.automatorplugin.com/my-account). Next, upload the Automator Pro plugin by navigating to **Plugins** > **Add New** from your WordPress Admin Dashboard. Click the **Upload Plugin** button at the top and complete the upload process.Activate the Pro plugin after uploading it and activate your license key by visiting **Automator** > **Settings** > **General** > **License** and entering the key from your email or account page. [![Uncanny Automator settings screen showing the active Pro license status, with navigation steps highlighted for accessing the license key under the General > License tab.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-license-1024x674.png "automator-settings-license")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-license.png) **Step 4: Activate Elite Integrations Addon** Your Automator Pro – Elite license gives you access to the Elite Integrations Addon which has the QuickBooks Online integration. Before you can connect QuicksBooks Online to WordPress, you will need to activate the Elite Integrations Addon. To activate the addon, simply navigate to **Automator** > **Addons** and ensure that “Elite Integrations” is activated. [![Two Uncanny Automator cards: "Elite Integrations" with premium integrations like Salesforce and QuickBooks, and "Dynamic Content" plugin. The “Elite Integrations” card is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-addons-elite-integrations-1024x736.png "automator-addons-elite-integrations")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-addons-elite-integrations.png) ### **Connect QuickBooks Online to WordPress** With Uncanny Automator Pro – Elite installed and activated on your WordPress website, you can connect your QuickBooks Online account to your WordPress site. From your WordPress Admin Dashboard, navigate to **Automator** > **App integrations** > **QuickBooks**. [![Uncanny Automator settings page displaying the QuickBooks plugin for WordPress integration interface. The screen is in the "App integrations" tab (marked with "1"), with QuickBooks selected from the left sidebar (marked with "2"). The main panel shows "Connect Uncanny Automator to QuickBooks". At the bottom is a prominent green "Connect to QuickBooks" button (marked with "3").](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-app-integrations-quickbooks-1024x914.png "automator-settings-app-integrations-quickbooks")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-app-integrations-quickbooks.png) (Note: If you do not see QuickBooks in the left sidebar of app integrations, navigate to **Automator** > **Addons** and ensure that “Elite Integrations” is activated. Refer to “Step 4” above.) Automator will prompt you to log into your QuickBooks account if you haven’t already. After logging in, select your QuickBooks company and click **Next**. [![QuickBooks company selection screen showing "Please select your company" with a search dropdown, "No, thanks" and "Next" buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2025/07/intuit-quickbooks-modal-select-company-1024x874.png "intuit-quickbooks-modal-select-company")](https://automatorplugin.com/wp-content/uploads/2025/07/intuit-quickbooks-modal-select-company.png) Automator will present you with a modal to complete the QuickBooks integration. Click **Connect**. ![QuickBooks plugin for WordPress connection modal showing step 1 of 2 to connect Uncanny Automator, with “Connect” and “No thanks” buttons.](https://automatorplugin.com/wp-content/uploads/2025/07/connecting-uncanny-automator-to-quickbooks-business-modal-651x1024.png "connecting-uncanny-automator-to-quickbooks-business-modal") Once you have successfully connected your QuickBooks Online account, Automator will return you to the App integrations screen. [![Uncanny Automator QuickBooks plugin for WordPress settings page showing a successful account connection with a disconnect option and refresh button for syncing products and tax codes.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-app-integrations-quickbooks-connected-1024x798.png "automator-settings-app-integrations-quickbooks-connected")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-app-integrations-quickbooks-connected.png) To help keep your QuickBooks account and WordPress website synchronized, Automator provides you with a “Refresh” button. ### **Syncing WooCommerce and QuickBooks Products** Now that you have connected your QuickBooks Online account to WordPress using Uncanny Automator, you can synchronize your WooCommerce and QuickBooks products. Automator’s *Loops* feature (running actions in bulk) will allow you to synchronize your existing products with the click of a button. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator** > **Add new recipe**. In the modal that appears, select **Everyone**. [![Automator recipe type selector modal with the recipe type "Everyone" and the button "Confirm" highlighted.](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Synchronize WooCommerce and QuickBooks products”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. [![Highlighted "Run now" integration in Uncanny Automator alongside other WordPress integrations.](https://automatorplugin.com/wp-content/uploads/2025/03/run-now-integration.png "run-now-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/run-now-integration.png) From the dropdown list that appears, select “Trigger recipe manually”. **Step 3: Configure Your Post Loop** In the *Actions* panel, click **Add** and select **Post loop**. [![add-post-loop](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png "add-post-loop")](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png) First, you want to edit the *loop filter*, as this will determine the types of posts upon which your actions, when selected, will be performed. To edit a loop filter, hover over it and click the **Edit** (pencil) icon. [![Automator Post loop panel with a blue arrow pointing to the “Edit” icon for the post loop filter.](https://automatorplugin.com/wp-content/uploads/2025/07/edit-post-loop-filter-1024x442.png "edit-post-loop-filter")](https://automatorplugin.com/wp-content/uploads/2025/07/edit-post-loop-filter.png) In the modal that appears, in the dropdown menu, select “Products” and click **Save**. [![Automator modal for configuring loop filters, showing the user selecting the post type “Products”.](https://automatorplugin.com/wp-content/uploads/2025/07/configure-loop-filter.gif "configure-loop-filter")](https://automatorplugin.com/wp-content/uploads/2025/07/configure-loop-filter.gif) **Step 4: Configure Your Post Loop Action(s)** In the *Loop* panel, click **Add action** and select the **QuickBooks** integration. [![Automator grid of integration options showing QuickBooks Online highlighted in blue, along with other services like Ontraport, OpenAI, and Slack.](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-integration-1024x715.png "quickbooks-integration")](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-integration.png) From the dropdown list that appears, select “Create a product”. [![QuickBooks Online actions menu showing "Create a product" highlighted, with other options like create payment, expense, and invoice visible.](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-integration-action-create-product-1024x505.png "quickbooks-integration-action-create-product")](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-integration-action-create-product.png) Automator will present you with a form to fill out the product details. You can fill in the fields using a combination of dynamic data in the form of [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) and static data. To use a token, click the **Asterisk** in any given field and select the corresponding token. For example, in the *Name* field, click the **Asterisk** and select **Loop** > **Post title**. [![Automator “Create a product” action form for QuickBooks. A user is entering the “Post title” token into the “Name” field by clicking the asterisk in the field.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-quickbooks-product-loop-token-post-title.gif "automator-quickbooks-product-loop-token-post-title")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-quickbooks-product-loop-token-post-title.gif) Fill out the remaining fields using tokens and/or static data. Once you’re finished, click **Save** and toggle the action from *Draft* to *Live*. **Step 5: Sync Your Products** You’re just about ready to synchronize your WooCommerce and QuickBooks products. All you have to do is click **Run now** and let Automator handle the rest. [![Uncanny Automator recipe showing a “Run now” recipe setup to sync WooCommerce and QuickBooks products. A blue arrow points to the “Run now” button for immediate execution.](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-plugin-for-wordpress-recipe-sync-woo-quickbooks-products-1024x870.png "quickbooks-plugin-for-wordpress-recipe-sync-woo-quickbooks-products")](https://automatorplugin.com/wp-content/uploads/2025/07/quickbooks-plugin-for-wordpress-recipe-sync-woo-quickbooks-products.png) The recipe that we just created will synchronize your existing WooCommerce products with QuickBooks. **But what about your new products?** Automator has that handled as well. **Step 1: Create a Recipe** [![Automator recipe with the trigger “A user publishes a product” and the QuickBooks action “Create a product”, automating product synchronization between WordPress and QuickBooks.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-new-product-is-published-add-product-to-quickbooks-1024x610.png "automator-recipe-new-product-is-published-add-product-to-quickbooks")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-new-product-is-published-add-product-to-quickbooks.png) The recipe pictured above will create a new product in QuickBooks whenever a user publishes a product in WooCommerce. **Step 2: Create WooCommerce and QuickBooks Product Associations** After the new product is created, or when creating a new product, from within the WooCommerce product editor, you can associate products together. From within the product editor, in the *Product data* panel, click **QuickBooks**. You can now select an “Associated QuickBooks product” and “QuickBooks Tax Code” for the WooCommerce product. [![WooCommerce product editor showing QuickBooks plugin for WordPress settings, including dropdowns to select an associated QuickBooks product and tax code.](https://automatorplugin.com/wp-content/uploads/2025/07/woocommerce-product-editor-quickbooks-tab-1024x759.png "woocommerce-product-editor-quickbooks-tab")](https://automatorplugin.com/wp-content/uploads/2025/07/woocommerce-product-editor-quickbooks-tab.png) That’s it! Now your WooCommerce and QuickBooks products are perfectly synchronized. ### **Syncing WordPress and QuickBooks Customers** A large part of keeping good accounting records is being able to tie orders, invoices, and payments back to specific customers. This Automator recipe does just that. [![Uncanny Automator recipe showing how to automatically create or update a customer in QuickBooks Online when a WooCommerce guest completes an order.](https://automatorplugin.com/wp-content/uploads/2025/07/auomator-recipe-woo-customer-order-create-quickbooks-customer-1024x651.png "auomator-recipe-woo-customer-order-create-quickbooks-customer")](https://automatorplugin.com/wp-content/uploads/2025/07/auomator-recipe-woo-customer-order-create-quickbooks-customer.png) Whenever a customer places an order in WooCommerce, Automator will either create or update the customer in QuickBooks. Alternatively, if you don’t want to wait for a customer to place an order, try this recipe: [![Uncanny Automator recipe showing a workflow that adds new WordPress users to QuickBooks if they have the “Customer” role in WordPress.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-user-created-as-customer-create-quickbooks-customer-1024x912.png "automator-recipe-user-created-as-customer-create-quickbooks-customer")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-user-created-as-customer-create-quickbooks-customer.png) Whenever a new user is created, Automator will create or update their information in QuickBooks. Adding a filter for user roles ensures that only specific types of WordPress users end up in our QuickBooks customer rolls. ### **Syncing WordPress and QuickBooks Invoices** If you’re one of the many WordPress business owners using their form-plugin to create estimates and invoices for customers, this Automator recipe is for you. [![Automator recipe setup showing WPForms trigger and QuickBooks Online action to create an invoice, demonstrating how the QuickBooks plugin for WordPress automates form-based invoicing.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-user-submits-form-create-quickbooks-invoice-1024x630.png "automator-recipe-user-submits-form-create-quickbooks-invoice")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-user-submits-form-create-quickbooks-invoice.png) Whenever a customer submits a form, either placing an order or requesting a quote, you can easily generate a corresponding invoice in QuickBooks. ### **Syncing WordPress and QuickBooks Payments** Keep track of payments as they come in—not as your filing deadline approaches. [![Uncanny Automator recipe showing how to automatically create a payment in QuickBooks Online when a WooCommerce order status changes to “Completed”.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-woo-oder-status-completed-create-quickbooks-payment-1024x633.png "automator-recipe-woo-oder-status-completed-create-quickbooks-payment")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-recipe-woo-oder-status-completed-create-quickbooks-payment.png) With the recipe pictured above, you can create QuickBooks payments and tie them to specific orders whenever that order’s status changes in WooCommerce. ## **Best Practices, Tips & Tricks** With the Automator recipes that we’ve created and explored together, you’re well on your way to creating a fully-automated and integrated accounting system. As you continue to build more Automator recipes (and take in more orders), here are some tips and tricks for keeping things organized: **1. Keep WooCommerce and QuickBooks IDs Synchronized** Keep IDs for orders, products, and customers synchronized between platforms. This will not only make creating recipes easier, but also simplify reconciliation later on. If that’s not possible, use [WooCommerce’s native custom field feature for products](https://woocommerce.com/document/custom-product-fields/) or a plugin like **Advanced Custom Fields** to create custom fields in WordPress to match IDs in QuickBooks. **2. Set Up Error Notifications and Monitoring** Automations are designed to work—but even the best automation tools can run into problems. Whether it’s missing or mismatched field data, busy servers, or something else, automations sometimes don’t behave as expected. That’s why [setting up error notification messages](https://automatorplugin.com/knowledge-base/setting-up-error-notifications/) is crucial for ensuring that your accounts continue to run smoothly. **3. Use Conditional Logic for Smart Invoice Creation** We explored some simple uses for filters in Automator recipes. However, once you get more comfortable with these conditional logic tools, you can begin to create more sophisticated automations with multiple actions and triggers. **4. Create Backup Workflows for Critical Data** Set up secondary recipes that log important transactions to a **Google Sheet** or **Airtable** database. Not only will this give you the ability to automatically create backups of your financial records, but it will also allow you to restrict access to your primary accounting tools. **5. Leverage Custom Fields for Business Intelligence** Map custom WordPress fields (like marketing source, customer type, or product category) to QuickBooks custom fields. This enriches your financial data and enables better reporting and business insights directly from your accounting software. **6. Schedule Non-Critical Automations During Off-Peak Hours** Use Automator’s delay and scheduling features to process updates, inventory syncs, or report generation during low-traffic periods. This improves site performance and reduces the risk of rate limiting from QuickBooks for particularly busy sites. ## **Frequently Asked Questions** **How do I connect QuickBooks to WordPress?** You can connect QuickBooks to WordPress using a plugin like **[Uncanny Automator](https://www.automatorplugin.com/pricing)**. With Automator Pro – Elite, simply install the plugin, activate the “Elite Integrations” addon, and connect your QuickBooks Online account through the App Integrations tab. Once connected, you can build automations that sync customers, products, orders, invoices and more—no code required. **What is the best QuickBooks plugin for WordPress?** The best QuickBooks plugin for WordPress depends on your specific requirements. However, WordPress sites are best positioned to take advantage of **[Uncanny Automator](https://www.automatorplugin.com/pricing)**’s QuickBooks features. Must-have features such as two-way communication (using QuickBooks webhooks), filters and conditional logic, custom field mapping, and others all come without per-automation fees. Plus, it’s built specifically for WordPress, so it integrates natively with your site and other plugins. **Can I automatically sync WooCommerce orders with QuickBooks?** Yes, with Uncanny Automator, you can create recipes that instantly sync WooCommerce orders, customers, and products to QuickBooks Online. For example, when a WooCommerce order is marked “Completed”, Automator can generate a corresponding payment and invoice in QuickBooks automatically. **Is coding required to integrate QuickBooks and WordPress?** No, with Uncanny Automator coding is not required to integrate QuickBooks and WordPress. Automator provides a **100% no-code interface**, letting you build complex workflows using a simple recipe builder. Simply point and click, use tokens for dynamic data, and customize automations using filters and logic—all without touching a line of code. **Can I sync QuickBooks with multiple WordPress sites?** Yes, with Uncanny Automator you can manage multiple WordPress websites and connect them all to a single QuickBooks Online account. This is perfect for agencies, franchises, or businesses running multiple stores. **What can I automate between WordPress and QuickBooks?** You can automate a wide range of accounting tasks, including: • Creating and updating customers • Generating invoices and payments • Syncing products and inventory • Importing expenses • Associating tax codes With Uncanny Automator, you can trigger these actions from form submissions, WooCommerce events, user activity, and more. ## **Conclusion** Connecting QuickBooks Online to your WordPress site doesn’t have to be a technical headache—or a budget breaker. With the right plugin, like [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can eliminate manual data entry, reduce accounting errors, and finally get your WooCommerce, form, membership, and LMS data flowing exactly where it belongs: straight into QuickBooks. We’ve explored what a QuickBooks plugin for WordPress should do, compared the most important features, and walked you through step-by-step instructions to get everything set up with Automator. From syncing products and customers to automating payments and invoices, you now have everything you need to build a fully integrated, no-code accounting system—one that runs quietly (and efficiently) in the background. Whether you’re a small business owner, online store operator, or agency managing multiple sites, Uncanny Automator offers the power, flexibility, and ease-of-use to take your accounting workflows to the next level. **Ready to stop copying and pasting—and start automating your accounting instead?** [**Try Uncanny Automator risk-free for 14 days >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Automator 6.7: SureForms, Mailster and Next-Level Business Automation](https://automatorplugin.com/automator-6-7-sureforms-mailster-and-next-level-business-automation/) **Published:** July 31, 2025 **Author:** Brendan Da Costa **Content:** *Uncanny Automator 6.7 brings more integrations and must-have triggers and actions for eCommerce businesses. See what’s new and improved.* [![Automator update graphic showing new integrations with SureForms and Mailster app icons.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-6-7-release-featured-image.png "automator-6-7-release-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-6-7-release-featured-image.png) Uncanny Automator 6.7 brings [**SureForms**](https://automatorplugin.com/integration/sureforms/), [**Mailster**](https://automatorplugin.com/integration/mailster/), and powerful new triggers for smarter business workflows to your WordPress site. The 6.7 release is all about giving Automator users more options and making your business workflows smoother, smarter, and more connected than ever. Whether you’re collecting leads or tracking customer lifetime value, Automator 6.7 has the tools to make your WordPress site work harder (so you don’t have to). Let’s dive into what’s new! ## **New Integration: SureForms (Automator Lite & Pro)** Automator Lite users are also getting some big upgrades in this release, with a new integration and some sought-after actions. ### **New Integrations: SureForms** For WordPress sites, form-builders are the backbone of data collection. With the 6.7 release, we’re now adding **SureForms** to our extensive list of supported form-building plugins. **New Triggers:** - **A form is submitted** — Trigger automations whenever any form is submitted, perfect for lead capture - **A user submits a form** — Track submissions from logged-in users for personalized workflows - **A form is submitted with a specific value in a specific field (Pro)** — Create conditional automations based on form responses - **A user submits a form with a specific value in a specific field (Pro)** — Enhanced user tracking, perfect for segmenting contacts and/or personalizing communications **Possible Use Cases:** - When a contact form is submitted with keywords in the subject, create a high-priority ticket - When a user submits a feedback form with a low rating, notify your customer service team - When a registration form is submitted, create a contact in your CRM of choice and send a welcome email ## **New Integration: Mailster (Automator Pro)** Email marketing meets intelligent automation with our new **Mailster** integration, adding another popular CRM to our growing list. With triggers and actions geared towards engagement, this will be a powerful integration at your fingertips. **New Mailster Triggers:** - **A subscriber clicks a link in a Mailster email** — Track engagement and trigger follow-up actions - **A subscriber is removed from a Mailster list** — Synchronize your mailing list with additional offerings such as course access or restricted content - **A subscriber opens a Mailster email** — Respond to engaged subscribers with targeted content **New Mailster Action:** - **Remove a subscriber from a Mailster list** — Keep your lists clean and organized based on user behavior **Possible Use Cases:** - When a subscriber clicks a product link, tag them in your CRM for targeted follow-up - When a subscriber is removed from a list, update their user meta in WordPress - When a subscriber clicks a link, register them for a webinar ## **Enhanced Capabilities Across the Board** The 6.7 release isn’t just about new integrations—we’ve also supercharged existing ones with powerful new features. ### **GamiPress Gets Mathematical** - **New Trigger:** A user loses greater than, less than, or equal to a number of a specific type of points Now you can create sophisticated gamification workflows based on point thresholds, perfect for loyalty programs and engagement strategies. ### **LearnDash Progress Tracking** - **New Trigger:** A user has completed X% of a course Track course progress with precision and trigger encouragement emails, unlock bonuses, or notify instructors at key milestones. ### **Thrive Suite Expansion** - **Thrive Apprentice:** A user receives access to a product - **Thrive Architect:** A user registers via a registration form Connect your Thrive-powered funnels and courses with any other tool in your stack. ### **MailPoet Tag Management** - **Add a tag to the subscriber** - **Remove a tag from the subscriber** Simple yet powerful—manage subscriber segments dynamically based on any WordPress activity. ### **WooCommerce Lifetime Value Tracking (Pro)** - **New Trigger:** A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount Reward your best customers, create VIP tiers, or trigger special offers based on actual customer value in real-time. This is customer loyalty on autopilot! ## **Why Upgrade to Uncanny Automator 6.7?** This release is all about connecting the dots between your business systems. With SureForms for data collection, and Mailster for email engagement, you’re looking at a complete business automation toolkit. Throw in some added features for eCommerce automation and loyalty programs, and you’re looking at a whole new world of possibilities. In summary, Uncanny Automator 6.7 delivers: - 2 new plugin integrations (SureForms and Mailster) - 11 new triggers across 8 different plugins - 4 new actions for enhanced automation control Whether optimizing your email marketing or creating sophisticated user journeys, Automator 6.7 has the tools you need to work smarter, not harder. Ready to experience the power of true business automation?[ **Get your Automator Pro license**](https://www.automatorplugin.com/pricing) and start building workflows that work for you. For a full list of new features, updates, and changes in the Automator 6.7 release, check out the[ **Automator changelog**](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and the[ **Automator Pro changelog**](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Identify Anonymous Shoppers and Recover Lost Revenue](https://automatorplugin.com/how-to-identify-anonymous-shoppers/) **Published:** June 4, 2025 **Author:** Brendan Da Costa **Content:** *Losing sales because of anonymous shoppers? Learn how to identify these covert customers with Uncanny Automator and the best tracking and lead capture plugins for WordPress.* [![Automator’s mascot, U-Bot, examining a laptop screen with an incognito shopping bag icon, alongside the text “How To — Anonymous Shoppers & Lost Revenue,” representing strategies to identify and convert anonymous shoppers.](https://automatorplugin.com/wp-content/uploads/2025/06/identify-anonymous-shoppers-featured-image.png "identify-anonymous-shoppers-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/06/identify-anonymous-shoppers-featured-image.png) Are your sales getting lost in a sea of anonymous online shoppers? You’re not alone. In fact, in aggregate, about [**85% of online shoppers**](https://www.forbes.com/councils/forbestechcouncil/2023/02/28/anonymous-visitors-are-on-the-rise-is-your-e-commerce-business-ready/) **will stay logged out** during their entire e-shopping experience. That means no user data, no customer profile, and no way to personalize their experience or re-engage with them after they leave. Worse still? Those anonymous shoppers are often your most promising leads—**actively browsing, adding items to their cart, and then simply disappearing.** So, how do you turn those ghosts into guests?In this guide, we’ll walk you through the **real reasons you’re losing revenue to anonymous traffic** and show you **six proven ways to start identifying, tracking, and converting these mystery shoppers** into loyal customers. The best part is, you can do it all with tools you likely already have—right inside your WordPress site. **[↓ Want solutions right now? Jump ahead to see how Uncanny Automator can help ↓](#automator)** Whether you’re running **[WooCommerce](https://automatorplugin.com/share/woocommerce/)**, **[Easy Digital Downloads](https://automatorplugin.com/share/easy-digital-downloads/)**, or another WordPress-powered storefront, you’ll find solutions in this article. Plugins like **[MonsterInsights](https://automatorplugin.com/share/monsterinsights/)** and [**Uncanny Automator**](https://www.automatorplugin.com/pricing) make it easy to both **track anonymous behaviors** and **create powerful lead magnets** to reduce anonymous traffic. Ready to recover your lost sales? Let’s dive in and take the mystery out of your traffic. ## **What Are Anonymous Shoppers? (And How Much Are They Costing You?)** Every online store has them: site visitors who land on a product or pricing page, add a few items to their cart—maybe even reach the checkout screen—then slip away without a trace. These are your **anonymous shoppers**—and they could be quietly costing you thousands in lost revenue. **So, who exactly *are* anonymous shoppers?** Anonymous shoppers generally fall into one of two categories: - **Anonymous visitors** who browse your site without ever creating an account or logging in. - **Guest shoppers** who *do* have an account but who choose, for their own reasons, not to log in during their visit. In both cases, these shoppers remain unidentified. That means: - **No user data** or purchase history to inform recommendations and upsells. - **No session data** to contribute to an existing customer profile. - **No insight** into their behavior or intent. By contrast, **registered users** leave digital fingerprints all over your eCommerce store. You can follow their activity across your site, build a profile of their habits, personalize their experience, and gain valuable behavioral insights to make site and product improvements. But anonymous visitors? They’re the window shoppers of the eCommerce world—nameless faces beyond a veil you can’t seem to get past. **The Hidden Cost of Staying Anonymous** Anonymous shoppers aren’t just a mystery—they’re a major missed opportunity. Just by their nature, it’s difficult to gather data on these covert clients. After all, flying under the radar is their whole M.O. However, there are a few stats that give us an idea of just how much money these quiet customers take with them when they disappear. - **eCommerce businesses lose** [**$18 billion annually**](https://www.instant.one/articles/scaling-your-shopify-dtc-brands-revenue-5x-with-instant-audiences) from abandoned carts and unrealized purchases. - [**1 in 4 shoppers**](https://firework.com/blog/cart-abandonment-statistics) **will abandon their carts** if they’re asked to create an account. **How Anonymous Shoppers Typically Behave** Despite staying under the radar, anonymous shoppers often behave just like loyal customers. They might: - visit multiple times over several days, - browse specific categories or high-value products, - add items to their cart, - reach the checkout page—only to vanish. You can’t email them. You can’t segment them. You can’t even offer support if something goes wrong. But here’s the good news: **just because they’re anonymous now doesn’t mean they have to stay that way.** In the next section, we’ll show you six proven methods for identifying and tracking these mystery shoppers, with or without an account. **[↓ Skip ahead to the Automator-powered solutions ↓](#automator)** ## **4+ Proven Methods to Identify Anonymous Shoppers** Tracking anonymous shoppers might seem like a challenge—**but it’s not impossible.** With the right tools and strategies, you can start to build a picture of who your visitors are and what they’re getting up to, regardless of whether they are logged in to an account or not. Here are six proven methods you can use today—**along with recommended plugins and apps** that integrate seamlessly with your WordPress store. ### **1. Cookies and Session Tracking** Cookies are small text files that your website stores in a visitor’s browser. They help track session activity by assigning a unique ID to each visitor—**even if they never log in or submit a form.** Cookies are among the most common and straightforward ways to track anonymous shoppers. In fact, [**approximately 40% of websites use cookies**](https://www.cookieyes.com/blog/website-tracking/). And, by default, your WordPress website is likely one of them. [![CNN webpage alongside the browser’s developer tools, specifically the Application tab showing cookie data. This setup highlights how websites collect tracking information—key to identifying anonymous shoppers through cookies and behavioral data.](https://automatorplugin.com/wp-content/uploads/2025/06/cookies-on-cnn-1024x623.png "cookies-on-cnn")](https://automatorplugin.com/wp-content/uploads/2025/06/cookies-on-cnn.png) If you don’t know which cookies your WordPress website is already using, you can easily find out. Just follow these steps: 1. In Chrome (or your preferred browser), navigate to your website. 2. Right-click on the page and select “Inspect”. 3. In the Inspector panel on the right-hand side of the browser window, navigate to the “Application” tab. 4. In the left sidebar, expand “Cookies” under “Storage”. 5. Click on your domain name and the cookies that your site uses will appear. This will show both **WordPress core cookies** and any cookies added by **plugins, themes, or custom code**. **Recommended Tools:** - [**MonsterInsights**](https://automatorplugin.com/share/monsterinsights/)**:** Harnessing the power of Google Analytics, which uses cookies to track over 100 data points, MonsterInsights is the leading, full-suite analytics plugin for WordPress websites. Using cookies, MonsterInsights helps you create site visitor profiles, generate reports, and more. - [**Cookie Notice & Cookie Compliance**](https://en-ca.wordpress.org/plugins/cookie-notice/)**:** Once you have established which cookies your website is using, you’ll have to ensure that your site remains GDPR and CCPA compliant. **Limitations:** - Session cookies expire when a browser is closed. - Users can manually delete cookies at any time. - Cookies are stored on devices and cannot be tracked across devices. - Many browsers block third-party cookies in incognito mode. ### **2. IP Address Logging** While **not personally identifiable** on its own, an IP address can help you **approximate a visitor’s location, identify repeat visits, and build behavior profiles over time**—especially when combined with other identifiers. Though it’s not clear what percentage of eCommerce websites already track IP addresses, it is a common practice. And it’s not hard to understand why. Tracking IP addresses allows you to track: - repeat visits from the same IP, - geo-specific behavior, - anonymous downloads and form activity. Short of a user account, IP addresses are about as close to an e-signature as you’ll get. **Recommended tools:** - [**Uncanny Automator**](https://www.automatorplugin.com/pricing)**:** Trigger IP address tracking from any number of site behaviors, from page views to button clicks and form submissions to comments/reviews. **Limitations:** - There are legal privacy and security concerns with collecting and tracking IP addresses (**[jump down to learn more](#automator)**). - Users can mask or change their IP address with VPNs and proxies. - ISPs often use dynamic IP addresses (IPs that change after a period of time). - IPs change across networks for the same user (public wi-fi, home network, mobile hotspot, etc.) - Some IPs might be shared within networks (companies, homes, etc.) ### **3. Heatmaps and Behavioral Analytics** Personally identifying your anonymous shoppers isn’t always necessary for understanding their behavior. If you can **track the behavior itself, then you can begin to reveal your site visitors’ preferences** without ever even collecting an email address. That’s where **heatmaps** and session recordings come in. **Site heatmaps** are **visual representations of user interaction data** on a webpage. They show **where users click, move their mouse, scroll, or focus their attention**, using color gradients to indicate activity levels—typically ranging from **red (high activity)** to **blue (low activity)**. ![WordPress dashboard showing the UserFeedback plugin’s Heatmaps Overview screen, listing page titles, URLs, and the number of heatmaps recorded. A visual heatmap preview is overlaid, highlighting user interaction areas on a sample web page.](https://automatorplugin.com/wp-content/uploads/2025/06/userfeedback-heatmap-1024x622.png "userfeedback-heatmap")Image courtesy of UserFeedback Heatmaps and session trackers won’t help you identify anonymous shoppers. But, they can still help you **track valuable information that you can use to optimize your site** for your customers. Here’s some of what heatmaps can track: - Clicks - Scroll depth - Mouse movements - Entry and exit pages - Funnel bottlenecks **Recommended tools:** - [**UserFeedback by MonsterInsights**](https://automatorplugin.com/share/userfeedback/)**:** Get a visual representation of your site traffic to understand anonymous shoppers and loyal customers alike. **Limitations:** - Heatmaps, unless specifically configured, do not differentiate between new and existing site visitors. - Heatmaps do not track conversions. - Most heatmaps, particularly for high-traffic sites, often randomly sample visitors, i.e., they do not track every visitor’s every move. - Responsive design elements might skew heatmap results. - Some heatmaps don’t support tracking of dynamic content (dropdowns, accordions, modals, popups, etc.). ### **4. Progressive Profiling with Email Capture** As we learned earlier, 25% of site visitors will abandon their cart if asked to create an account. However, by **reducing friction throughout the buyer’s journey up to and including checkout**, you can **get anonymous shoppers to remove their mask**. You can collect their email with a lead capture offer, enable guest checkout, and still collect more information such as shipping and billing information. Over time, **as the user returns to your site and begins to trust your brand**, you can slowly collect additional information and complete their customer profile. This process is known as **progressive profiling**. **What you can track:** - Progressive profiling empowers you to track anything you would with a regular user, but draws the process out over a longer period of time, and maximizes each data point. **Recommended tools:** - [**WPForms**](https://automatorplugin.com/share/wpforms)**:** As the most popular form-building plugin with versatile fields, WPForms is well-suited to progressive profiling and even has preconfigured templates for GDPR and CCPA compliance. - [**OptinMonster**](https://automatorplugin.com/share/optinmonster/)**:** Popups, slide-ins, exit intent, and more are all tools that OptinMonster offers to respond to site visitor behavior and gradually build a rapport. - [**Uncanny Automator**](https://www.automatorplugin.com/pricing)**:** Add to and update user profile information in WordPress, your CRM, or external databases with automated workflows that quietly and securely operate in the background. **Limitations:** - User drop-off (when a user fails to return to your site or take sufficient actions during a site visit to complete a profile) is not uncommon with progressive profiling. - Inconsistent data can occur with progressive profiling, especially if a user switches devices, uses fake or dummy emails, clears cookies, etc. - Can be technically challenging without an automation and integration tool like Automator. - UX and UI are often determining factors in successful progressive profiling. ### **5. Cart Persistence** Abandoned carts aren’t always, well, abandoned. Sometimes, shoppers simply need a little more time to make a decision, get their payment method ready, or get distracted. In those instances, **cart persistence is a powerful tool for getting customers across the finish line.** Cart persistence is a feature that **stores items in a shopping cart across sessions**. Depending on the method of data storage (client-side or server-side), shopping carts can remain intact for hours, days, or even weeks. Cart persistence features aren’t necessarily used for identifying anonymous shoppers. Instead, **eCommerce businesses use cart persistence to increase conversion rates** on all shoppers, regardless of their user status. Nevertheless, cart persistence can help you track: - Repeated interest in specific products. - Cart value over time. - Anonymous cart abandonment behavior. **Recommended tools:** - [**WooCommerce**](https://automatorplugin.com/share/woocommerce/)**:** The most popular eCommerce plugin for WordPress websites has native support for cart persistence for both logged-in users and guests (or anonymous shoppers). To learn more about Woo’s cart persistence feature, [click here](https://www.businessbloomer.com/woocommerce-cart-sessions-and-persistent-cart-explained/#:~:text=Initially%2C%20you%20might%20think%20WooCommerce,was%20going%20to%20be%20deprecated.). **Limitations:** - Not all cart persistence apps and plugins work across devices. - Users can clear their browsing history and cookies, erasing client-side persistent cart data. - Some browsers block persistent cart tracking features. - Cart persistence alone does not identify anonymous shoppers. ## **\*6. Device and Browser Fingerprinting\*** **(Note: We recommend exercising extreme caution when using this method. Consent and disclosure are required by law.)** Fingerprinting is a technique used to track and identify users on the internet based on unique characteristics of their device and browser. While cookies use client-side storage, fingerprinting uses server-side storage and generally collects more information. Whenever an internet user visits a website, their browser automatically sends reams of information to the server. Typical information sent to servers includes browser type, device model, screen resolution, installed fonts, etc. Individually, these data points don’t say much. However, altogether, they create a unique digital **fingerprint** that can be used to identify anonymous site visitors.It is worth noting again that fingerprinting is a controversial method of data collection. If you intend to use fingerprinting, **disclosure and consent are highly recommended and, in most cases, legally required.** Now that we’ve explored a few methods of identifying anonymous shoppers and increasing conversions, it’s time to put what we’ve learned into practice. In the next few sections, we’ll show you how to **combine these tracking methods with Uncanny Automator**. We’ll show you a few Automator recipes for building profiles of anonymous shoppers, converting leads, and more. Let’s **recover lost revenue with smart, privacy-friendly automations.** ## [Uncanny Automator](https://www.automatorplugin.com/pricing): eCommerce Tool for Anonymous Shoppers **Integrate anything. Automate everything.** [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites, packed with countless features to empower eCommerce businesses. From AI-powered shopping assistants to CRM tagging, auto-generated sales reports, and social media integration, Automator is the all-in-one solution to boost your bottom line.Using simple combinations of triggers and actions, Automator allows you to **connect your WordPress tech stack** to automate workflows across your website and beyond. [![Automator mascot, U-Bot, emerging from a laptop screen, surrounded by eCommerce-related icons including a shopping cart, dollar sign, SMS, and storefront. Text on the right reads “Automate eCommerce – Seamless Automation for Thriving WordPress eCommerce Stores”.](https://automatorplugin.com/wp-content/uploads/2025/06/automate-ecommerce-homepage-1024x419.png "automate-ecommerce-homepage")](https://automatorplugin.com/wp-content/uploads/2025/06/automate-ecommerce-homepage.png) So, how can Automator help you identify anonymous shoppers? These are the Automator features that thousands of eCommerce businesses are currently using to recover lost revenue: - **IP Address Logging:** Whether for logged-in users or anonymous shoppers, Automator makes it easy to track site behavior with IP addresses. With [**countless triggers and actions**](https://automatorplugin.com/all-triggers-and-actions/) to choose from, you can track just about any kind of site behavior, from page views to button clicks. And, with [**253 integrations**](https://www.automatorplugin.com/integrations), Automator gives you more platforms for logging and analyzing session data, whether you prefer Google Sheets, Airtable, your CRM, or another webhook-capable database platform. - **Lead Capture Automation:** Automator integrates seamlessly with popular lead capture form-building plugins like **WPForms**, **Gravity Forms**, **Fluent Forms**, and more. These deep integrations allow you to automate contact and account creation in your CRM, follow-ups, tagging, and segmentation the moment a visitor submits a form. Combined with Automator’s built-in features such as action filters, you’ll capture more leads with less friction. - **Seamless eCommerce Integration:** Whether you’re running **WooCommerce**, **Easy Digital Downloads**, or another eCommerce platform, Automator connects deeply with your store’s checkout, product, and customer data. This means you can trigger automations based on product views, purchase history, cart value, coupon use, and more. - **Powerful Addons to Engage Anonymous Shoppers:** Automator’s Pro addons give you even more ways to understand and engage your visitors: - **[User Lists](https://automatorplugin.com/user-lists-addon/)** to group and retarget customers - **[Restrict Content](https://automatorplugin.com/restrict-content-addon/)** to create targeted lead magnets or incentives - **[Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/)** to build detailed profiles over time - **[Dynamic Content](https://automatorplugin.com/dynamic-content-addon/)** to personalize blocks and calls-to-action based on session or account data - ****Low-Cost Automation at Scale:**** Anonymous shoppers typically have lower conversion rates than logged-in users, so paying for every touchpoint or automation adds up fast. However, unlike other workflow automation and platform integration tools, Automator is free to get started, with no per-automation fees—making it the perfect solution for high-volume tracking, progressive profiling, and light-touch engagement. Ready to recover your revenue? [**Convert anonymous shoppers with Automator Pro >>>**](https://www.automatorplugin.com/pricing) Once you have Uncanny Automator installed and activated on your WordPress website, you can start tracking anonymous shoppers. To get started, try out these recipe templates on your own WordPress website: ### **Track Anonymous Product Views With Automator** [![Uncanny Automator recipe that logs page views to a Google Sheet when a WooCommerce product page is viewed—capturing IP address, post ID, and timestamp. Ideal for tracking anonymous shoppers without requiring logins.](https://automatorplugin.com/wp-content/uploads/2025/06/automator-recipe-anonymous-shoppers-product-views-1024x877.png "automator-recipe-anonymous-shoppers-product-views")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-recipe-anonymous-shoppers-product-views.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-post-is-viewed-add-a-row-to-a-google-sheet/) Track every product or page view—even from anonymous visitors—with this ready-to-use recipe. Each time a visitor to your site, logged-in or anonymous, views a product, Automator logs their IP address along with the product/page they viewed and a timestamp in a connected Google Sheet. This recipe is perfect for building behavioral profiles, spotting trends, and identifying high-intent traffic—all without requiring users to log in. ### **Track Anonymous Button Clicks With Automator** [![Uncanny Automator recipe that logs button clicks to a Google Sheet—capturing IP address, timestamp, and more. Ideal for tracking anonymous shoppers without requiring logins.](https://automatorplugin.com/wp-content/uploads/2025/06/automator-recipe-anonymous-shoppers-magic-button-click-1024x575.png "automator-recipe-anonymous-shoppers-magic-button-click")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-recipe-anonymous-shoppers-magic-button-click.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-magic-button-is-clicked-add-a-row-to-a-google-sheet/) Want to track when anonymous visitors engage with key CTAs on your site? This recipe template uses Automator’s Magic Button to log every click—no account or login required. Whether it’s a “Buy Now,” “Learn More,” or “Download” button, each click creates a new row in Google Sheets, allowing you track everything from IP addresses to timestamps and locales. Add a secondary action to redirect the site visitor to get them moving through your lead capture process or sales funnel. ### **Track Anonymous Form Submissions With Automator** ![Automator recipe showing how to use Elementor forms to automatically create a new row in Google Sheets whenever any form is submitted.](https://automatorplugin.com/wp-content/uploads/2025/04/when-elementor-form-submitted-create-row-google-sheets-1024x576.png "when-elementor-form-submitted-create-row-google-sheets") [Get this recipe >>>](https://automatorplugin.com/recipes/when-an-elementor-form-is-submitted-create-a-new-row-in-a-google-sheet/) Capture high-intent leads the moment they engage—even if they never log in. This recipe automatically logs every [**Elementor form**](https://automatorplugin.com/share/elementor) submission to a connected Google Sheet, giving you an organized view of anonymous shopper activity across your site. Using Automator’s IP address tracking capabilities, you can even attribute multiple submissions to the same site visitor, allowing you to use progressive profiling to reduce friction for the user.And if you’re using a different form plugin? No problem. Uncanny Automator also integrates with [**WPForms**](https://automatorplugin.com/share/wpforms), [**Fluent Forms**](https://automatorplugin.com/share/fluent-forms/), [**Gravity Forms**](https://automatorplugin.com/share/gravityforms), [**Formidable**](https://automatorplugin.com/share/formidable), and more—so you can build workflows around the tools you already use. ## **Best Practices and Legal Considerations** As we’ve seen, tracking anonymous shoppers can be a powerful way to recover lost revenue. **But it also comes with responsibility.** Whether you’re using cookies, IP addresses, or progressive profiling techniques to learn more about your site visitors, it’s important to **handle that information ethically, securely, and legally**. To ensure that you respect your site visitors while maximizing your tracking efforts, here are the best practices as well as some legal requirements every eCommerce store should follow. ### **GDPR and CCPA Compliance** If your site collects data from users in the **European Union (EU)** or **California**, then your store is subject to **GDPR** (General Data Protection Regulation) and **CCPA** (California Consumer Privacy Act) compliance. Both laws are designed to protect user privacy and ensure that visitors know: - What personal data is being collected - Why it’s being collected - How it will be used - Who it may be shared with - How they can opt out or request deletion Even if you’re not located in the EU or California, your users might be. It’s safest to assume that **data privacy laws apply globally**—and to implement practices that reflect that. To learn more, visit the [official GDPR website](https://gdpr-info.eu/) and/or the [official State of California Department of Justice website](https://oag.ca.gov/privacy/ccpa) for CCPA compliance. ### **Disclosure and Consent** Cookies are one of the most common tracking tools on WordPress sites. If your site uses cookies to: - Monitor session activity - Identify repeat visitors - Power analytics or personalization features …then you are required by law (in many jurisdictions) to **inform users and obtain consent** before collecting data. What to do: - Use a cookie banner or popup that clearly states what types of cookies you use - Offer opt-in/opt-out choices, especially for non-essential cookies - Link to a detailed Privacy Policy outlining cookie and data usage ### **Collect Only What You Need** Just because you can collect data doesn’t mean you should. Avoid gathering personal or behavioral data that isn’t necessary for your marketing, analytics, or automation goals. Doing so not only adds legal risk—it can also erode customer trust. **Best practices:** - Stick to non-personally identifiable data unless you have explicit consent - Use pseudonymization or anonymization where possible - Regularly review the data you’re collecting and ask: Is this essential? ### **Respect the Value of Anonymity** Not every visitor wants to be known—and that’s okay. Some shoppers choose guest checkout or private browsing for good reasons: privacy, convenience, or just not being ready to commit. Your job isn’t to force identification but to **make it easy for them to opt in when they’re ready**. **How to strike the right balance:** - Use progressive profiling instead of requiring full accounts - Let users check out as guests, but offer incentives to register later - Be transparent about how and why data is collected ### **Offer Control and Transparency** Privacy isn’t just a checkbox—it’s a relationship. Your visitors should always be able to: - Access the data you’ve collected about them - Request that their data be corrected or deleted - Opt out of tracking where applicable If you’re using Automator or other tools to store session or behavior data tied to a user, ensure that your system honors user deletion requests and privacy preferences. Automator offers full integration, making it easy to create, edit, and delete information when needed. ### **Keep Data Secure** Anonymous doesn’t mean exempt from protection. Even session data, IP logs, or pseudonymous behavior records must be stored securely. **Key tips:** - Use HTTPS across your entire site - Secure data storage and backups with encryption where possible - Avoid storing sensitive data in plain text or open databases - Use 2FA to log into your WordPress website and other databases ### **Final Thoughts on Compliance** Tracking anonymous shoppers gives you another avenue for boosting conversions—but it must be done **ethically and transparently**. By following these best practices and respecting your users’ privacy, you can build a stronger, more trustworthy brand while still making data-driven decisions. ## **Conclusion** Anonymous shoppers are a fact of eCommerce life—but that doesn’t mean they have to remain a mystery. In this article, we explored who these shoppers are, how they behave, and the significant revenue loss they can cause. We looked at six proven strategies to help you track and engage with them, from session cookies and IP address logging to lead capture forms and cart persistence. At every step of the journey, **Uncanny Automator** empowers you to put that knowledge into action. Whether you’re tracking product views, logging button clicks, or capturing form submissions, Automator helps you **connect your tools, automate your workflows, and recover lost revenue—without writing a single line of code.** [**Track your anonymous shoppers with Automator >>>**](https://www.automatorplugin.com/pricing) With deep integrations, flexible triggers and actions, and no per-automation fees, Automator is the ideal solution for eCommerce businesses looking to scale their efforts without sacrificing customer trust or compliance. Have fun recovering your lost revenue, and until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Automator 6.6: The AI Integrations Update You’ve Been Waiting For](https://automatorplugin.com/automator-6-6-the-ai-integrations-update/) **Published:** June 24, 2025 **Author:** Brendan Da Costa **Content:** *Uncanny Automator 6.6 is packed with new AI integrations for WordPress, including xAI’s Grok, Anthropic’s Claude, and Perplexity. And that’s not even half of it!* [![Featured image for the Uncanny Automator 6.6 release blog post, displaying logos for various new AI integrations amongst others.](https://automatorplugin.com/wp-content/uploads/2025/06/automator-6-6-release-ai-integrations-update-featured-image-x-1024x576.png "automator-6-6-release-ai-integrations-update-featured-image-x")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-6-6-release-ai-integrations-update-featured-image-x.png) Our **most intelligent** update yet? We’ll let you be the judge. **Uncanny Automator 6.6** is here and, with it, we are boldly stepping into the future—one automation at a time. This release is all about powerful **AI integrations**, cohesive **community-building**, and expansive **creative freedom**. So, whether you’re one of our solopreneurs, savvy developers, or intrepid administrators, your WordPress website is about to get a whole lot smarter. Let’s take a look at **what’s new in 6.6!** ## **Seven (Yes, Seven) New AI Integrations** You asked. We integrated. Automator 6.6 introduces **seven brand-new AI integrations**, giving you more choice, more power, and way more potential to create personalized, intelligent workflows. - [**Anthropic**](https://automatorplugin.com/integration/anthropic/) — From coding and research to content creation, create with Claude. - **New Action:** Use a prompt to generate a text response with a Claude model - [**Cohere**](https://automatorplugin.com/integration/cohere/) — For the enterprise and security-minded AI users, it’s time to get “cohere-nt”. - **New Action:** Use a prompt to generate a text response with a Cohere model - [**DeepSeek**](https://automatorplugin.com/integration/deepseek/) — Dive “deep” where cost-effectiveness meets brilliance. - **New Action:** Use a prompt to generate a text response with a DeepSeek model - [**Google Gemini**](https://automatorplugin.com/integration/gemini/) — Bring intelligence to your Google ecosystem, even if you’re a Virgo. - **New Action:** Use a prompt to generate a text response with a Gemini model - [**Mistral AI**](https://automatorplugin.com/integration/mistral/) — Open-weight LLMs will open up your website’s possibilities. - **New Action:** Use a prompt to generate a text response with a Le Chat model - [**Perplexity**](https://automatorplugin.com/integration/perplexity/) — The only perplexing thing is that more people aren’t already using this research-intensive AI model. - **New Action:** Use a prompt to generate a text response with a Perplexity model - [**xAI**](https://automatorplugin.com/integration/xai/) — Grok-powered responses from the most social media ready AI model are at your fingertips. - **New Action:** Use a prompt to generate a text response with a Grok model Automator’s [**OpenAI**](https://automatorplugin.com/integration/openai/) integration has been available since the 4.10 release—but now it has tons of AI friends! And you’re invited to the party. (Just don’t forget to bring lots of prompts for party favors.) ## New Integration: [FluentCommunity](https://automatorplugin.com/share/fluentcommunity/) Speaking of friends, if you’re using [**FluentCommunity**](https://automatorplugin.com/share/fluentcommunity/) to power your WordPress-based learning communities, this one’s for you. We’ve packed in **10 new triggers** and **7 new actions** (some available in Pro only) to give you complete control over your learning experiences. **New triggers for FluentCommunity:** - A user completes a course - A user completes a lesson - A user is enrolled in a course - A user joins a space - A user posts to a space - A user comments on a post in a space (Pro) - A user is unenrolled from a course (Pro) - A user leaves a space (Pro) - A user reacts to a post in a space (Pro) - A user submits a request to join a space (Pro) **New actions for FluentCommunity:** - Enroll the user in a course - Add the user to a space - Add a post to a space (Pro) - Mark a course complete (Pro) - Mark a lesson complete (Pro) - Remove the user from a space (Pro) - Unenroll the user from a course (Pro) Right out of the gate, this integration is ready to handle all of your eLearning needs. And, paired with all of those new AI integrations, your learners will be smarter than ever. ## New Integration: [Mailster](https://automatorplugin.com/share/mailster/) Need a way to send out invites to your AI integration and eLearning party? Enter [**Mailster**](https://automatorplugin.com/share/mailster/), a newsletter plugin that will help you connect with your audience. And now, you can connect your audience to your broader WordPress website. **New triggers for Mailster:** - A new subscriber is added to a Mailster list **New actions for Mailster:** - Add a subscriber to a Mailster list It’s a simple one-two combo with a big impact. Connect your email list activity with purchases, forms, user activity, and, of course, AI integrations! ## New Triggers from [ARMember](https://automatorplugin.com/share/armember/) & [Events Manager](https://wordpress.org/plugins/events-manager/) The 6.6 release isn’t only about shiny new integrations—it’s also about enhancing existing ones. Specifically, **ARMember** and **Events Manager** each get a new trigger that will make them guests of honor at your upcoming AI party. - **ARMember:** A user is added to a membership plan - **Events Manager:** A user publishes a new event These additions make it easier than ever to automate post-purchase flows, unlock premium content, notify your team, and trigger marketing campaigns. ## Why Upgrade to [Uncanny Automator](https://automatorplugin.com/pricing) 6.6? So, what do you think? **Is this our most intelligent update ever?** In summary, the Uncanny Automator 6.6 release delivers: - **7 new AI integrations for WordPress** - **FluentCommunity integration** - **Mailster integration** - **13 new triggers** - **15 new actions** If you think this is our best update to date, [**get your Automator Pro license**](https://www.automatorplugin.com/pricing) for the latest features. For a full list of new features, updates, and changes in the Automator 6.6 release, check out the [**Automator changelog**](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and the [**Automator Pro changelog**](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). We can’t wait to see what you create with these new tools! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News --- ### [WooCommerce WhatsApp Integration: Social Commerce Made Easy with Automator](https://automatorplugin.com/woocommerce-whatsapp-integration-social-commerce-made-easy-with-automator/) **Published:** June 9, 2025 **Author:** Brendan Da Costa **Content:** *Boost sales and customer engagement with the #1 WooCommerce WhatsApp integration, Uncanny Automator. Automate order status updates, chats, orders, and more.* [![Uncanny Automator mascot, U-Bot, between WooCommerce and WhatsApp icons, with text on the left reading “How To WooCommerce WhatsApp Integration".](https://automatorplugin.com/wp-content/uploads/2025/06/woocommerce-whatsapp-integration-featued-image.png "woocommerce-whatsapp -integration-featued-image")](https://automatorplugin.com/wp-content/uploads/2025/06/woocommerce-whatsapp-integration-featued-image.png) Looking to boost engagement with a **WooCommerce WhatsApp integration**? You’re in the right place. Maybe you’re **tired of getting lost in your customers’ email inboxes**. Or maybe you want a slice of the [**$1 trillion**](https://www.statista.com/topics/8757/social-commerce/#topicOverview) **social commerce pie** expected by 2028. Either way, we’ve got you. In this article, we’ll show you how to connect WooCommerce to [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) so you can: - send **order notifications**, - provide **order status updates**, - carry on **WhatsApp chats** (and log them to customer profiles), - **forward messages** to your sales team, and - **launch social campaigns**—straight from WordPress. With **open rates** [**around 98%**](https://business.whatsapp.com/blog/use-whatsapp-business-goals), sending **WhatsApp notifications for WooCommerce** is a no-brainer to **boost customer engagement** and, ultimately, **your bottom line**. But, even an ambidextrous, over-caffeinated teen couldn’t type fast enough to send all of those messages. That’s where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in. With just a few clicks, you can **automate messages, cart reminders, and special offers**—no code required. **TLDR? >>>** [**Connect Woo and WhatsApp with Automator Pro now!**](https://www.automatorplugin.com/pricing) Ready? Let’s get to it. ## Why Connect [WhatsApp](https://automatorplugin.com/share/whatsapp/) to [WooCommerce](https://automatorplugin.com/share/woocommerce/) with [Automator](https://automatorplugin.com/pricing)? If you’re still wondering whether a WooCommerce WhatsApp integration is worth your time, here’s the short answer: absolutely. The longer answer? Just below. Uncanny Automator is the **\#1 automation and integration tool for WordPress websites**. Whether you’re running an **eCommerce business** or a **membership website**, Automator makes it easy for you to **connect all of your favorite apps and plugins**. For business owners and developers looking for a WooCommerce WhatsApp integration, **Automator is a one-stop solution**. From order notifications to personalized campaigns, this is what Automator can do for you: - **Automated Order Updates:** Let customers know their order has been placed, paid for, and shipped—without lifting a finger. It’s like having a virtual assistant that never sleeps. - **Send Cart Nudges to Logged-in Shoppers:** Send friendly nudges when shoppers leave items in their cart. WhatsApp messages feel personal (because they are), and they get seen—fast. - **Manage Refunds Efficiently:** Nobody loves sending refunds, but at least you can handle them with grace. Automatically notify customers when refunds or partial refunds are processed. - **Subscription Renewal Alerts:** Keep subscribers in the loop about upcoming renewals, expirations, or failed payments—before they hit panic mode. - **Take Mobile Orders:** Want to take WooCommerce orders on WhatsApp? Automator can forward a customer’s info and order details from WhatsApp to your sales team. Then simply have your sales team put together the order and message the customer back in WhatsApp with a link directly to the checkout. - **Create Automated Campaigns:** Want to send an email campaign-style WhatsApp message to all of your contacts? With Automator, you can launch a social commerce campaign directly from your WordPress website with the click of a button. From WhatsApp to Discord, Automator gives you the power to launch campaigns that convert. [**Connect WooCommerce to WhatsApp with Automator Pro >>>**](https://www.automatorplugin.com/pricing) Not ready to go Pro just yet? No worries. **Install and activate** Automator Lite from your WordPress Admin Dashboard. Then simply [**register your account**](https://automatorplugin.com/my-account) to receive 250 free app credits to use with WhatsApp and other app integrations such as **OpenAI** and **Facebook**! ## **How to Connect Woo to WhatsApp** Now that you have Automator, you can connect WooCommerce to WhatsApp in just a few clicks. Follow the steps below (or [click here for a detailed step-by-step guide](https://automatorplugin.com/knowledge-base/whatsapp/)): 1. Create a Business app on [developers.facebook.com](https://developers.facebook.com). 2. Add the WhatsApp product to your new Business app. 3. Connect Uncanny Automator to your Business app. 4. Add a Webhook to your Business app. 5. Add a phone number to your Business app. That’s it! Now that you’ve connected WhatsApp to Automator, let’s create your first Automator recipe to integrate WooCommerce and WhatsApp. **(Note: Contacts must opt-in to receive WhatsApp messages from businesses. To learn more about how your customers can opt-in,** [**click here**](https://developers.facebook.com/docs/whatsapp/overview/getting-opt-in/)**. To learn more about WhatsApp message templates,** [**click here**](https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/)**. To learn how Automator can help you track message delivery status, [click here](#message-delivery).)** ## **WooCommerce WhatsApp Integrations You’ve Always Wanted** If you can point and click, then you can create Automator recipes that seamlessly integrate Woo and WhatsApp. To get you started, let’s take a close look at a simple recipe you can use now, even with the free version of Automator. ### **WhatsApp Order Notifications for WooCommerce** [![Uncanny Automator recipe showing a WooCommerce WhatsApp integration setup where a user receives a WhatsApp message after paying for any Woo product using phone data from the checkout form.](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-1-1024x691.png "connect-woocommerce-to-whatsapp-recipe-1")](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-1.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-user-completes-pays-for-or-lands-on-a-thank-you-page-for-a-woo-order-send-them-a-whatsapp-message/) In the recipe pictured above, we’re able to send an order confirmation message to a customer via WhatsApp right after they complete their payment. Using Automator’s *tokens* feature (i.e., dynamic content from your WordPress website and from within recipes), we included information to personalize the message and summarized the order details. Here’s how we did it (and how you can to): **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. ![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users") **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe, “When a user completes, pays for, or lands on a thank you page for a Woo order, send them a WhatsApp message”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![Uncanny Automator interface displaying integration options for various plugins, including WooCommerce. The WooCommerce integration is highlighted with a blue border, indicating selection.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-integration.png "automator-woo-integration")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-integration.png) From the dropdown list that appears, select **A user completes, pays for, lands on a thank you page for an order with a product**. [![Automator action list for Woo, highlighting the action "A user completes, pays for, lands on a thank you page for an order with a product."](https://automatorplugin.com/wp-content/uploads/2025/06/woo-action-user-completes-pays-for-lands-on-thank-you-page-for-order-1024x488.png "woo-action-user-completes-pays-for-lands-on-thank-you-page-for-order")](https://automatorplugin.com/wp-content/uploads/2025/06/woo-action-user-completes-pays-for-lands-on-thank-you-page-for-order.png) Automator will prompt you to select the *Trigger condition* and the *Product*. For setting up a recipe to send WhatsApp order confirmation messages, we suggest selecting “pays for” and “Any product” respectively. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **WhatsApp**. [![Automator integration selection panel highlighting the WhatsApp option among other integrations like WordPress, Woo, and Webhooks.](https://automatorplugin.com/wp-content/uploads/2025/04/whatsapp-integration.png "whatsapp-integration")](https://automatorplugin.com/wp-content/uploads/2025/04/whatsapp-integration.png) From the dropdown list that appears, select **Send a WhatsApp message to a number** or **Send a WhatsApp message template to a number**. [![Dropdown list of Automator actions for WhatsApp; "Send a WhatsApp message to a number" and "Send a WhatsApp message template to a number".](https://automatorplugin.com/wp-content/uploads/2025/06/automator-dropdown-list-of-whatsapp-actions-1024x323.png "automator-dropdown-list-of-whatsapp-actions")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-dropdown-list-of-whatsapp-actions.png) Automator will prompt you to enter the phone number to which the message will be sent as well as the body of the message. We are going to fill these fields out using tokens. To use a token, click on the **Asterisk** in a given field and select the corresponding token. For example, in the *To* field, we have selected the “Billing phone” token from our Woo checkout. [![Automator token selector, showing a user searching for and selecting the “Billing phone” token from Woo. The user enters that token into the “To” field for a WhatsApp message.](https://automatorplugin.com/wp-content/uploads/2025/06/billing-phone-token-whatsapp.gif "billing-phone-token-whatsapp")](https://automatorplugin.com/wp-content/uploads/2025/06/billing-phone-token-whatsapp.gif) You can use tokens to fill out the draft of your message in the *Body* field. [![WhatsApp message configuration screen in Uncanny Automator showing a personalized order confirmation for WooCommerce.](https://automatorplugin.com/wp-content/uploads/2025/06/woocommerce-order-summary-whatsapp-message-1024x1017.png "woocommerce-order-summary-whatsapp-message")](https://automatorplugin.com/wp-content/uploads/2025/06/woocommerce-order-summary-whatsapp-message.png) Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to create your first WooCommerce WhatsApp integration. All you have to do now is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe showing a WooCommerce WhatsApp integration setup where a user receives a WhatsApp message after paying for any Woo product. The recipe is set to “Live”.](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-1-live-1024x691.png "connect-woocommerce-to-whatsapp-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-1-live.png) That’s it! You’ve successfully enabled WhatsApp notifications for WooCommerce purchases. However, as we noted at the end of the section “How to Connect WooCommerce to WhatsApp”, your customers have to opt-in to receive WhatsApp messages. **This is a process that Automator seeks to make easier.** **If you have Automator Pro**, you can use action filters to **send different messages to your customers, based on whether or not they have opted-in** to receive WhatsApp texts. Better yet, with a **Pro – Plus** license, you can use the **Custom User Fields Addon** to manage your customers’ opt-in status, save phone numbers, and more. **Note: Messages vs. Message Templates** For users who have already opted in, you can use the action “Send a WhatsApp message to a number”. But, for users who have not yet opted-in, you will need to send a message template with the action “Send a WhatsApp message template to a number” to give them the opportunity to opt-in. [![Conditional logic setup in Uncanny Automator for sending WhatsApp messages based on a user's SMS Opt-in status. If the user's meta key "SMS Opt-in" is set to "Yes," a custom WhatsApp message is sent to their WooCommerce billing phone. If the value is "No," a default template message is sent instead.](https://automatorplugin.com/wp-content/uploads/2025/06/automator-whatsapp-actions-with-filters-953x1024.png "automator-whatsapp-actions-with-filters")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-whatsapp-actions-with-filters.png) If you haven’t already, now is a good time to get your Automator Pro license. [**Connect WooCommerce to WhatsApp with Automator Pro >>>**](https://www.automatorplugin.com/pricing) ### **WhatsApp Notifications for Woo Order Updates** [![A WooCommerce WhatsApp integration recipe in Uncanny Automator that sends a WhatsApp notification to the user's billing phone number whenever their order status changes.](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-3-1024x581.png "connect-woocommerce-to-whatsapp-recipe-3")](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-3.png) An informed customer is a happy customer. Give your Woo shoppers the ability to receive **real-time notifications and updates about their orders** with WhatsApp messages. Whether it’s an international shipment or a same-day delivery, make sure your customers know where their orders are. The advantage of Automator is the ability to **fully customize and personalize these transactional emails** with product recommendations, purchase history, and more. [**Send Woo order updates with WhatsApp and Automator >>>**](https://www.automatorplugin.com/pricing) ### **Track WhatsApp Message Delivery Status** [![Automator dropdown list for WhatsApp triggers, highlighting “A message to a recipient was not delivered because they have not opted in” and “A message to a recipient was not delivered”.](https://automatorplugin.com/wp-content/uploads/2025/06/automator-whatsapp-triggers-message-not-delivered-1024x431.png "automator-whatsapp-triggers-message-not-delivered")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-whatsapp-triggers-message-not-delivered.png) Earlier on, we stressed the importance of opting-in. Well, Automator can help you automate this process as well! In addition to features such as action filters and conditions, Automator allows you to **perform actions on your WordPress website when you receive messages in WhatsApp!** For example, if a WhatsApp message was not delivered successfully to a user, you can trigger an Automator recipe that sends a message to your sales and marketing team in **Slack**, informing them that a user has missed an important communication. [**Ensure WhatsApp message delivery with Automator >>>**](https://www.automatorplugin.com/pricing) ### **Send WooCommerce Cart Reminders via WhatsApp** [![Uncanny Automator recipe demonstrating a WooCommerce WhatsApp integration: when a logged-in user adds any product to their cart but hasn’t purchased it yet, a WhatsApp message is automatically sent to their phone number after a 2-hour delay.](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-2-1024x854.png "connect-woocommerce-to-whatsapp-recipe-2")](https://automatorplugin.com/wp-content/uploads/2025/06/connect-woocommerce-to-whatsapp-recipe-2.png) **Recover your carts before they become abandoned!** If your customers are anything like me, they probably have a couple dozen tabs open across several windows simultaneously. When they placed that item in their cart, they fully intended to complete the checkout process but got a little sidetracked by the video playing in another window. (Not that I’m speaking from experience, or anything.) With the recipe pictured above, we’re able to send that customer a gentle reminder with a WhatsApp notification after a few hours. (Note: Since we need the user’s number to send a WhatsApp message, this will only work for users that are logged into the site and for which you already have a WhatsApp number.) With Automator Pro, you can create gentle push notifications like this for your customers with ease. [**Send WhatsApp push notifications for Woo with Automator >>>**](https://www.automatorplugin.com/pricing) ## **More WooCommerce WhatsApp Integrations** Still looking for **more WooCommerce and WhatsApp integrations**? We don’t blame you—boosting open rates and customer engagement is addictive! There are always more recipes that you can cook up to **save time, cut costs, reduce errors, and maximize revenue**. So, whenever you’re looking for more ways to make your WordPress website run smoother, apply **Automator’s R.I.C.H framework**. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. Remember, **when it comes to automation, think RICH!** ## **Frequently Asked Questions** **Can I connect WooCommerce to WhatsApp for free?** Yes, you can connect WooCommerce to WhatsApp for free using Uncanny Automator Lite. **Install and activate** Automator on your WordPress website then [**register your account**](https://automatorplugin.com/my-account) to receive free app credits (you will need these to use WhatsApp). **Can I send personalized WhatsApp messages to Woo customers?** Yes, you can send personalized WhatsApp messages to Woo customers with Uncanny Automator using tokens. In Automator, tokens are dynamic data pulled from your WordPress website and from within recipes. You can use tokens to personalize WhatsApp messages with first and last names, purchase information and more. **Can I use this integration with Woo Memberships and Woo Subscriptions?** Yes, you can use any of Automator’s integrations with Woo Memberships and Woo Subscriptions. With Automator, you can connect WhatsApp to both Woo Membership and Subscriptions to give your customers timely communications and a premium experience. **What happens if a message isn’t delivered?** There are a few reasons that a WhatsApp message might fail to be delivered. The most common reason is that the recipient hasn’t yet opted-in to receive messages. To track the delivery status of WhatsApp messages, you can use either of Automator’s WhatsApp triggers; “A message to a recipient was not delivered because they have not opted in” and/or “A message to a recipient was not delivered”. **Can I send WhatsApp campaigns from WooCommerce?** Yes, you can send bulk WhatsApp messages from WooCommerce using Uncanny Automator. Automator Pro comes equipped with **User Loops**, a feature that allows you to perform actions, such as sending WhatsApp messages, on multiple users at once. You can trigger these actions manually with the **Run now** integration, schedule them, or trigger them to run when a product’s price changes. **Is this integration GDPR and CCPA compliant?** Yes, the WooCommerce WhatsApp integration with Uncanny Automator is GDPR and CCPA compliant. Automator is fully integrated with your WordPress website and Woo store. This means that you can erase a user’s data by deleting their account with Automator. However, if your WhatsApp messages with a customer meet the criteria of a “Right to Erasure” request, you will need to delete those separately. ## **Conclusion** By now, you’ve seen just how powerful a WooCommerce WhatsApp integration can be—especially when it’s powered by Uncanny Automator. From **order confirmations and refund updates to cart reminders and full-on campaign launches**, you’ve got everything you need to **turn WhatsApp into your new favorite sales channel**. We walked through setup, shared recipe ideas, and showed you how to personalize every message with dynamic tokens. But that’s just scratching the surface. Automator has [**253 integrations**](https://www.automatorplugin.com/all-integrations), giving you more ways to build smarter workflows that unlock the full, unrealized potential of your WordPress site. So whether you’re updating your customers, managing subscriptions, or just trying to stay out of your everyone’s spam folders—why not make WhatsApp do the heavy lifting? [**Get started with Automator Pro today >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [14 Easy Ways to Automate and Grow Your Email List](https://automatorplugin.com/14-easy-ways-to-automate-and-grow-your-email-list/) **Published:** July 12, 2023 **Author:** Brendan Da Costa **Content:** **“Extra! Extra! Read all about it!” We’ve got 14 easy-to-implement strategies to grow your email list. Optimize your opt-ins and supercharge your subscriptions!** ![automate and grow your email list blog post featured image](https://automatorplugin.com/wp-content/uploads/2023/07/automator-grow-your-email-list-featured-image.png) Are you looking for new ways to grow your email list? Of course you are. That’s the reason you landed on this page. And we’re glad you did. Uncanny Automator is a powerful automation and integration tool used by thousands of WordPress websites to automate their email marketing workflows. Over the years, in responding to feedback from our users, we’ve learned a few tips and tricks from email marketing insiders. Now, we’ve compiled those insights into 14 easy-to-implement strategies that you can use today to grow your WordPress email list. From personalized, AI-powered emails to user-specific opt-in campaigns, these strategies are guaranteed to grow your email list. ## What is an Email List? Before we explore the various strategies you can use to grow your email list, it’s probably worth defining what an email list is to begin with. It might seem pretty self-explanatory—what’s easier to understand than “a list of email addresses”? But if you think of your email list in a slightly more entertaining fashion, you can really get it to sing. ![](https://automatorplugin.com/wp-content/uploads/2023/07/u-bot-concert-1.png) Imagine, if you will, that you’re a multi-platinum selling rockstar, filling stadiums the world over. Wherever you go, you have millions upon millions of adoring fans. (Wouldn’t that be nice?) But with so many fans, how can you be sure everyone is getting what they want? Some of your fans loved the concert so much, they want to know more about the production. Others loved it but would have preferred something a little more intimate. And even more of your fans watching at home want to know when you’ll be performing in their city. If only there was some sort of list that would enable you to give your fans access to the content and information they wanted most. A list like… an email list! Thinking of your email list in this way—not as a random collection of contacts but as a representation of your customers—will help you optimize your content, improve engagement and increase sales. You can create different lists for your fans and have them self-sort to get the content they want most. A select few might want backstage passes where they get to meet your production team. Others can register in advance to attend the small venues where you’ll be performing new songs. And still others can track your world tour with daily updates so it feels like they’re on the road with you. Now that you’re thinking about your email list in the right light, let’s figure out how to grow it. ## **7 Simple Solutions to Grow Your Email List** There are some very simple strategies that you may or may not already be employing to grow your email list. These are strategies that you may have overlooked or are currently using but that you might want to revisit to make sure you’re hitting the right notes. ### **1. Launch a Re-Engagement Campaign** It’s sad but it’s true: your email list will decay over time. According to the [latest reports](https://www.zerobounce.net/email-list-decay.html), you can expect to see your list **decay by at least 28% per year**. That might sound like a lot but there are any number of reasons why your list will depreciate over time. Invalid email addresses, typos, disposable emails and changing customer preferences are just some of the reasons your list decays. That’s why re-engagement campaigns are so important. Any good CRM will have some form of re-engagement automations and/or email templates. We like [MailPoet’s re-engagement features](https://automatorplugin.com/share/mailpoet/) for their simplicity and ease of use. Not to mention, it’s included in their **FREE platform** and you can customize it to suit your brand. [**Try using MailPoet’s re-engagement templates to re-invigorate your email list >>>**](https://automatorplugin.com/share/mailpoet/) ![mailpoet re-engagement email template](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-reengagement-email.png) Removing inactive or invalid contacts from your list might seem counterintuitive if the goal is to grow that same list. But, just as with adoring music fans, quality is better than quantity. A highly engaged audience gives you real-time feedback on the type of content that they prefer so you don’t waste time creating content that doesn’t convert. ![](https://automatorplugin.com/wp-content/uploads/2023/07/automator-mailpoet-actions-with-delay-and-woocommerce-filter.png) You can use Uncanny Automator to further improve your re-engagement campaigns—or prevent the need to launch one at all. In the screenshot above, we’re able to automatically remove a contact from a list (MailPoet will already have added them after a form submission) if they haven’t purchased a subscription in a certain timeframe. We then automatically move them to a different list where, perhaps, they’ll be likelier to engage with our content and convert. [**Try making some Automator recipes yourself for FREE to re-engage with your audience >>>**](https://wordpress.org/plugins/uncanny-automator/) ### **2. Optimize Your Newsletter Sign-Up Forms and Campaigns** It should go without saying, but optimizing your newsletter sign-up forms and campaigns will improve your chances of getting new subscribers. There are several ways to optimize your newsletter sign-up forms and all of them are easy to implement: - Location, Location, Location: Just as with real estate, location is everything in web design. Prominently display your sign-up form(s) strategically on your web pages to ensure users interact with them. - See Everything in Technicolor: Using high-contrast colors will make your sign-up forms pop and improve accessibility. - 3D: Use shadows, frames and lightboxes to give your form depth and make it stand out from the rest of the page. - Less is More: Reduce the number of fields your site visitors have to fill out to complete registration. Ideally, your users should only have to enter their email address. You can collect the rest of their data further down the sales funnel. - Give to Get: Offering sign-up incentives—even small ones—can convince more of your site visitors to subscribe to your newsletter. - Write Your Heart Out: While a simple “Subscribe Now” call-to-action might work for some brands, a more compelling and stylized CTA can grow your email list. Think of your call-to-action as a preview of the kind of content that your new subscribers will be receiving in their email. Infuse it with your brand’s voice and style. Now, “Hit Subscribe and let’s keep reading!” ![](https://automatorplugin.com/wp-content/uploads/2023/07/optinmonster-exit-intent-popup.gif) This [OptinMonster](https://automatorplugin.com/share/optinmonster/) sign-up campaign is a great example of what you can do on your own website. Notice that the pop-up only appears as the mouse approaches the upper-left hand corner of the browser, where the “back” button is located. Then, we’re presented with a brightly-colored lightbox and a preview of the type of content that subscribers can expect to see in their inbox. Finally, there’s a well-written call-to-action for site visitors to encourage them to sign-up. Pair a lightbox form with a few others across your site (scrolling boxes, floating bars, etc.) to make an irresistible campaign that will help you grow your email list in no time. [](https://automatorplugin.com/share/optinmonster/)[**You can start creating high-converting sign-up forms and campaigns when you download OptinMonster for FREE >>>**](https://automatorplugin.com/share/optinmonster/) ![](https://automatorplugin.com/wp-content/uploads/2023/07/automator-optinmonster-action-with-learndash-filter.png) Uncanny Automator can help you optimize your sign-up campaigns with the use of action filters to ensure that the right audience gets the right prompts to sign up. In the picture above, for example, we’re only launching an OptinMonster campaign for customers who have completed a specific LearnDash course. It might be a newsletter campaign aimed at upselling users on the next course in a series or an industry newsletter that offers unique insights. [](https://automatorplugin.com/pricing/)[**Optimize your sign-up campaigns with Automator >>>**](https://automatorplugin.com/pricing/) ### **3. Embrace Segmentation** If divide and conquer is good enough on the battlefield, it’s good enough in business. In fact, the stats show that it’s more than good enough. Effective segmentation can **increase revenue by** [**as much as 760%**](https://www.campaignmonitor.com/resources/guides/guide-to-segmentation-for-the-evolving-marketer/). Harnessing the power of segmentation for your email list is more of an art than a science as there are any number of ways to draw your battle lines, so to speak. Age, location, industry, preferred device, purchase history, page views, etc. are all valid segments. ![](https://automatorplugin.com/wp-content/uploads/2023/07/hubspot-homepage.png) If you want to grow your email list, you’ll need to choose a CRM that is as dynamic as your customers. List-making and contact-tagging are pretty standard features across the board but, for enterprise-level users, we like [HubSpot](https://automatorplugin.com/share/hubspot/) for its plethora of features that go well beyond standard customer relationship management. [](https://automatorplugin.com/share/hubspot/)[**Upgrade your CRM to HubSpot to divide and conquer your contact list >>>**](https://automatorplugin.com/share/hubspot/) ![](https://automatorplugin.com/wp-content/uploads/2023/07/groundhogg-homepage.png) For small or even medium-sized WordPress businesses, it’s tough to beat the value offered by [Groundhogg](https://automatorplugin.com/share/groundhogg). You can easily segment your audience using tags and differentiate your newsletters with powerful funnels. Considering Groundhogg won’t charge you a “success tax” as your email list grows, it’s one of the best plugins for segmenting an ever-expanding list. [](https://automatorplugin.com/share/groundhogg)[**Get started with Groundhogg to grow and segment your email list >>>**](https://automatorplugin.com/share/groundhogg) ![automator ultimate member groundhogg hubspot integration](https://automatorplugin.com/wp-content/uploads/2023/07/automator-ultimate-member-groundhogg-hubspot-integration.png) Uncanny Automator integrates with both Groundhogg and HubSpot. With countless possible combinations of triggers and actions, you’ll be able to segment your email list in any way that optimizes your engagements and maximizes your conversions. [](https://automatorplugin.com/pricing/)[**Divide and conquer your email list with Automator >>>**](https://automatorplugin.com/pricing/) ### **4. Market for Mobile** [Since 2017](https://www.statista.com/statistics/277125/share-of-website-traffic-coming-from-mobile-devices/), **mobile devices have consistently accounted for more than 50% of internet traffic**.. As such, if you want to grow your email list, you’ll have to think about responsive design. Optimizing your sign-up campaigns for mobile devices puts you in a position to convert as much traffic as possible. Implement these five key functionality and design features to grow your email list on mobile devices: - Simplify Your Sign-Up Form: Mobile screens don’t offer as much space as desktops and laptops so keep your form as concise as possible. Use a single-column, minimalistic design and only include the fields that are absolutely necessary to complete the sign-up process. - Use Responsive Design: Whenever you’re designing your email sign-up campaigns, including forms, pages and graphics, keep mobile devices in mind. Learn the key differences between “px”, “em”, “rem”, “vh”, “vw” and “%” for image and element sizing. - Use Big Buttons: Designing big, finger-friendly buttons for your sign-up forms makes it easy for mobile users to subscribe. Also, think carefully about the placement of fields and buttons to avoid accidental clicks. - Enable Social Media Sign-Up: Giving your users the option to sign up with their social media accounts can save them time and reduce friction by eliminating the need for them to manually type their information. - Enable Autofill: Similar to social media sign-up, auto-fill enables mobile browsers to populate form fields with stored user information, making the sign-up process smoother, easier and faster. ### **5. Conduct A/B Testing** A/B testing is the simple process of comparing two different versions of the same content (emails, forms, calls-to-action, pop-ups, etc.) to see which one performs better. Does your audience prefer the acoustic version of your latest hit, or the electronic version? Do they sing along more to the lyrics, “Sign up for my newsletter now!” or “Click to subscribe!” Did the applause last longer with the blue stage lighting or the red? ![a/b testing sign up form comparison](https://automatorplugin.com/wp-content/uploads/2023/07/a-b-testing-sign-up-form-comparison.png) If you’ve been trying everything to grow your email list (re-engagement campaigns, optimized forms, segmentation, promotional offers, etc.) and nothing has worked, then it’s time to A/B test your campaigns. Sometimes, a change in form placement, call-to-action text or even just font and background color can be the difference between an email list that stagnates and one that shines. ### **6. Go Offline** Your email newsletter might exist on the world wide web, but the sign-up process can happen anywhere. If you host in-person events or run a brick and mortar store (or ever venture outside of your home), you have plenty of opportunities to grow your email list. Make use of print materials like your business cards, invoices, receipts, flyers and brochures to market your email list and encourage sign-ups. For these types of offline workflows, you can still use **Uncanny Automator**. With Automator’s built-in QR Code integration for WordPress, you can easily create, design, download, and share your very own QR code. [![Banner from Uncanny Automator’s QR Code integration page, informing users that they can create QR codes in Automator recipes.](https://automatorplugin.com/wp-content/uploads/2025/06/automator-qr-code-integration-banner-1024x423.png "automator-qr-code-integration-banner")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-qr-code-integration-banner.png) Whether you use the QR code on branded merchandise, across your social media platforms, or as a form of order verification, Automator can help. Present your in-person customers with a QR code that links to your social media accounts, or a mobile-optimized email sign-up page. It’s entirely up to you! **[Try making your own QR codes to grow your email list >>>](https://automatorplugin.com/integration/qr-code/)** ### **7. Use AI to Help Write New and Interesting Content** When it comes to newsletters, there’s no substitute for good content. Whether your emails are promotional, curated, blog-style, event based, seasonal or hybrid in nature, they have to be engaging. Simply put, **compelling content is at the heart of any growing email list**. But, unless you’re as prolific in writing as Mick Jagger is in rocking, constantly creating great content is going to be a challenge. Fortunately, you can leverage the power of AI to help you keep your content calendar packed with fresh ideas. And you can even use AI with Automator to create more responsive, segmented content that is tailored to each one of your email contacts. ![automator mailpoet openai clickup recipe](https://automatorplugin.com/wp-content/uploads/2023/07/automator-mailpoet-open-ai-clickup-recipe.png) In the screenshot above, for example, we’re using the information that new subscribers put into our sign-up form to draft original content for their welcome email. By feeding that information into OpenAI with a carefully crafted prompt, we can get individualized content for all of our subscribers. Then it’s just a matter of creating the task in ClickUp for our marketing team to review and put the finishing touches on the draft email before sending it off to our new subscriber. [](https://automatorplugin.com/pricing/)[**Try this “uncanny” AI automation yourself >>>**](https://automatorplugin.com/pricing/) ## **3 Social Solutions to Grow Your Email List** You’ve probably heard it said before but it bears repeating. **Word-of-mouth is the best form of marketing**. Did you know, for example, that [**nearly 50%**](https://www.forbes.com/advisor/business/ecommerce-statistics/) **of social shoppers rely on influencers to make a purchasing decision**? With these pro-social solutions, you can leverage the power of word-of-mouth marketing to grow your email list. ### **8. Post to Social Media** Rockstars use amplifiers to fill stadiums with their sound. Expert email marketers use social media to do the same thing. And, if you [**connect your WordPress website to your social media accounts**](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/), you can amplify your newsletter and grow your email list like a rockstar. While we could dedicate an entire article to the best ways to promote your newsletter on social media, there are a few best-practices you can implement right now: - Share Your Content: Social media is all about sharing so make sure to share as much of your web content to your various platforms as possible. Include a newsletter sign-up form in all of the web content that you intend to share on social media to maximize sign-ups. - Use Striking Images: Most social media platforms (Instagram, Pinterest, etc.) are visual in nature. Creating stylized images that capture the eye will improve the likelihood that users engage with your content and, ultimately, sign up for your newsletter. You can even use different images across your various platforms to suit the demographic of each audience. - Be a Tease: Social media platforms don’t usually lend themselves to long-form content. But a compelling tease with instructions on how to get more of the good stuff (i.e. subscribe to your newsletter) will drive people from scrolling to subscribing in no time. - Grab the Headlines: For better or worse, click-bait titles matter. Nearly [60% of people share articles on social media](https://optinmonster.com/blogging-statistics/) without actually ever reading them (or ever intending to). Writing eye-catching headlines to go along with your striking images will encourage more shares and further your content’s reach. ![automator social media integrations](https://automatorplugin.com/wp-content/uploads/2023/07/automator-social-media-integrations.png) As the #1 WordPress automation and integration tool, Automator is a powerful post-to-social WordPress plugin. [](https://www.automatorplugin.com/pricing)[**Get social with Automator and grow your email list on your favorite platforms >>>**](https://www.automatorplugin.com/pricing) ### **9. Leverage Your Existing Contacts** We bet you didn’t know that your email list was a self-perpetuating social network. While we did mention earlier that your email list will decay over time, it does have the ability to regenerate itself. With the clever use of “Forward to a friend” links, you can **get your existing contacts to grow your list for you**. ![mailchimp "forward to a friend" link](https://automatorplugin.com/wp-content/uploads/2023/07/mailchimp-forward-to-a-friend-link.png) Of all the CRM apps and plugins out there, we find that [Mailchimp](https://automatorplugin.com/share/mailchimp/) has one of the easiest-to-use “Forward to a friend” tools. Because it’s simply a link, you can customize the forwarding call-to-action and place it anywhere in your email that you think is most likely to get engagement. Even if you’re not using Mailchimp, it’s worth signing up for their free version, importing some of your contacts and experimenting with this feature. [](https://automatorplugin.com/share/mailchimp/)[**Help your contacts spread the love with Mailchimp >>>**](https://automatorplugin.com/share/mailchimp/) ![automator wp mail smtp pro advanced coupons recipe](https://automatorplugin.com/wp-content/uploads/2023/07/automator-wp-mail-smtp-pro-advanced-coupons-recipe.png) As always, you can enhance this strategy with Uncanny Automator. Use a click-tracking automation to reward your contacts for sharing your newsletter by offering them store credit, an exclusive coupon or a higher membership level on your website. ### **10. Write and Feature Guest Content** Have you ever wondered why rockstars like to collaborate with other musicians? Quite apart from having an awesome jam session, it’s also an opportunity for them to **reach new audiences** that they otherwise wouldn’t have. Similarly, writing posts and newsletters for other marketers will give you instantaneous access to a whole list of potential subscribers. Don’t forget to **include a compelling call-to-action** in all of your guest content so that your new audience members know where and how to find you. ## **4 Ways to Incentivize Sign-Ups** Sometimes, we all just need a little encouragement. If it seems like your site visitors are getting a case of stage fright when it comes to your opt-in workflows, then you can give them a gentle nudge towards stepping into the spotlight and hitting that “Subscribe!” button. These four proven strategies incentivize new subscribers to sign-up and stay tuned in. ### **11. Host a Giveaway Contest** The t-shirt cannon is a staple at every sold-out rock concert. And there’s a reason why it gets people excited: everyone loves the chance to win! (Even if the thing they’re winning is a t-shirt big enough to double as a beach towel.) Occasionally **tying a giveaway contest to your email newsletter is a great way to grow your email list** and foster active engagement with subscribers. ![rafflepress homepage](https://automatorplugin.com/wp-content/uploads/2023/07/rafflepress-homepage.png) When it comes to WordPress giveaway plugins, [RafflePress](https://automatorplugin.com/share/rafflepress/) is by far and away the most popular and powerful. With a drag-and-drop builder, ready-made templates and fraud protection, you can set up a giveaway promotion in minutes—and grow your email list just as quickly. Of course, RafflePress integrates with most CRM and mailer plugins such as ActiveCampaign, ConvertKit and FluentCRM so tying your giveaways to your mailing list is a cinch. [](https://automatorplugin.com/share/rafflepress/)[**In the spirit of giving, give RafflePress a go and grow your email list >>>**](https://automatorplugin.com/share/rafflepress/) ### **12. Offer Lead Magnets** While we’re on the topic of things that are free, lead magnets (or lead generation offers) are another great way to grow your email list. However, instead of gamifying your new subscribers’ chances of winning something awesome, **guarantee them a freebie when they sign-up**. ![free ebook lead magnet](https://automatorplugin.com/wp-content/uploads/2023/07/free-ebook-lead-magnet.png) A classic example of a lead generating offer is a free ebook upon subscription. Downloadable products like ebooks are easy to deliver and don’t incur additional costs for you as your email list grows. Nevertheless, [more than 1/3 of marketers](https://www.statista.com/statistics/1263597/difficulties-in-b2b-lead-generation-marketing-us/) feel that subscribers don’t appreciate the value of their lead generation offer. As such, you’ll want to tailor your lead magnet to each specific audience. ### **13. Send Valuable Information via Email** It should go without saying but **newsletters are, ultimately, about the news—your news**. Product launches, updates, sales, knowledge building and important reminders are just some examples of the vital information that you can convey to your subscribers via email. ![automator fluent support hubspot recipe](https://automatorplugin.com/wp-content/uploads/2023/07/automator-fluent-support-hubspot-recipe.png) A simple time-saving automation, for example, could be adding your contacts to a “Knowledge and Support” mailing list after they’ve opened a ticket. Sending these contacts a ready-made email with FAQs, links to support forums or key product information pages can save time for your support team. And spare your customers from unnecessary headaches. [](https://automatorplugin.com/pricing/)[**Try this and other time-saving automations yourself >>>**](https://automatorplugin.com/pricing/) ### **14. Use Opt-In Plugins** Finally, if you’re trying to grow your email list, know that you’re not alone. You can **draw on the expertise of professional marketers and developers** by downloading opt-in plugins. With pre-built templates and seamless integrations, you’ll be growing your email list faster than you can draft your emails. ![mailpoet homepage](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-homepage.png) [OptinMonster](https://automatorplugin.com/share/optinmonster/), [MailPoet](https://automatorplugin.com/share/mailpoet/) and Thrive Leads are three of the most popular and effective opt-in plugins to help you grow your email list. ## Frequently Asked Questions **What’s the most effective way to get more email subscribers?** There’s no one-size-fits-all answer, but some of the most effective strategies include offering valuable lead magnets (like ebooks or discounts), using exit-intent popups, and embedding opt-in forms on high-traffic pages. Automating these strategies with tools like Uncanny Automator can save time and boost results. **How can automation help me build my email list faster?** Automation helps by removing repetitive tasks from your workflow—like tagging new users, syncing them to your email platform, or sending welcome emails. Automation tools also help you create smoother, more effective lead generation funnels. This allows you to focus on creating content and optimizing conversions while your systems work in the background to grow your list. **Do I need a specific email marketing platform to use with Automator?** No, you don’t need a specific CRM to use Automator. Uncanny Automator integrates with a wide range of email marketing platforms such as **[Mailchimp](https://automatorplugin.com/share/mailchimp/)**, **[ActiveCampaign](https://automatorplugin.com/share/activecampaign)**, and **[Kit](https://automatorplugin.com/share/convertkit/)**. Automator supports numerous popular platforms, letting you choose the one that best fits your business. **Can I track how people are joining my list?** Yes, tracking is key to understanding what’s working. You can use automation to log where a user came from (e.g., a contact form, a product purchase, or a membership signup) and pass that data to your email marketing platform. This helps you segment your audience more effectively. **What kind of content should I send to new subscribers?** Start with a personalized welcome message or series, followed by content that solves a problem or adds value—tutorials, exclusive tips, product updates, or member-only discounts. Automator can help schedule and personalize these emails based on how the subscriber joined your list. **Can I grow my list without using popups?** Yes. While popups are an effective strategy for growing your email list, you can also grow your list using in-content opt-ins, gated content, quizzes, or even checkout page checkboxes. Automation can ensure these methods still feed into your email platform without requiring manual follow-up. ## **Grow Your Email List with Automator** You might not be a Grammy-winning rockstar (or maybe you are, do let us know) but there’s no reason you can’t have an email list that rocks. With the right plugins, like Uncanny Automator, you can “autotune” your list-building workflows to make sure you’re hitting all of the right notes. If you’re still looking for more ways to grow your list, **[find out how automation can help you generate more leads >>>](https://automatorplugin.com/automated-wordpress-lead-generation/)**. Want some help implementing list-building automations that rock? Drop us a line in the comments section below and we’ll be sure to reply with an encore you won’t want to miss! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Recipe Ideas, Use Cases --- ### [How to Connect HubSpot to WordPress (for FREE)](https://automatorplugin.com/how-to-connect-hubspot-to-wordpress/) **Published:** December 13, 2021 **Author:** Sandipan **Content:** *Connect HubSpot to WordPress and all of your WordPress plugins and apps with Uncanny Automator. This is marketing automation made easy—for FREE!* Want to create a seamless marketing automation experience for your WordPress users? You’re in the right place! In this article, we’ll show you how to create a [**HubSpot**](https://automatorplugin.com/share/hubspot/) integration with WordPress and all of your apps and plugins using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this article, you’ll be able to: - **create HubSpot contacts** from WordPress form submissions, user lists, course enrollments, product purchases, and more, - **edit and update HubSpot contacts** from WordPress, - **segment HubSpot contacts** based on WordPress site activity, - **remove HubSpot contacts** from lists to automate GDPR and CCPA compliance. [**Connect HubSpot to WordPress with Automator Pro >>>**](https://www.automatorplugin.com/pricing) The best part? You can do all of that (and more) **for FREE**! Ready to get started? ## Why Connect [HubSpot](https://automatorplugin.com/share/hubspot/) to WordPress With [Automator](https://www.automatorplugin.com/pricing) When it comes to HubSpot integrations, WordPress users have a few options, including the HubSpot WordPress plugin. However, Uncanny Automator is the only option that offers seamless integration between all of your apps and plugins for free. Automator gives users the ability to automate WordPress workflows across apps and plugins, so you can reduce costs, eliminate errors, and open up new possibilities. [![Uncanny Automator's U-Bot mascot pointing to a laptop with the HubSpot and WordPress logo, showing how to connect HubSpot to WordPress.](https://automatorplugin.com/wp-content/uploads/2021/12/connect-hubspot-to-wordpress-automator-home.jpg "connect-hubspot-to-wordpress-automator-home")](https://automatorplugin.com/wp-content/uploads/2021/12/connect-hubspot-to-wordpress-automator-home.jpg) Here’s what Automator the #1 automation and integration tool for WordPress websites, and the best option for connecting HubSpot to WordPress: - **Affordability:** Unlike other WordPress workflow automation tools, Automator doesn’t charge per-automation fees. In other words, the more you automate and integrate, the more you save! - **Flexibility:** Single-purpose plugins might seem lightweight and simple to use, but they add up quickly, slowing down your WordPress website. Automator is the only “everything plugin for WordPress” that can replace all of your single-purpose plugins. Whether you’re looking for a lightweight membership solution, an eCommerce solution, or a fully-automated content management system, Automator can help! - [**253 integrations**](https://www.automatorplugin.com/integrations) **and powerful addons:** Part of what makes Automator so flexible is its list of powerful addons; [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon/), [**Restrict Content**](https://automatorplugin.com/restrict-content-addon/), [**Users Lists**](https://automatorplugin.com/user-lists-addon/), and [**Dynamic Content**](https://automatorplugin.com/dynamic-content-addon/). For HubSpot users, this means greater control over your WordPress data, allowing for more accurate personalization and segmentation. Ready to up your email marketing automation game? [**Get Automator Pro now >>>**](https://www.automatorplugin.com/pricing) Not ready to go Pro quiet yet? No worries. Automator has helped thousands of small businesses grow and succeed. **Install and activate** the free version of Automator on your WordPress website. Don’t forget to [register your account](https://automatorplugin.com/my-account/) to receive complimentary app credits so you can use integrations like **HubSpot**, **OpenAI**, **LinkedIn**, **Slack**, and more. ## **Connect HubSpot to WordPress** Now that you have Automator on your site—and on your side—connecting HubSpot to WordPress will only take a few steps and even fewer minutes. [![Automator recipe demonstrating how to connect HubSpot to WordPress. The recipe triggers when a new WordPress user is created and automatically adds or updates the user in HubSpot.](https://automatorplugin.com/wp-content/uploads/2021/12/when-wordpress-user-created-add-contact-to-hubspot-automator-recipe-1024x621.png "when-wordpress-user-created-add-contact-to-hubspot-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2021/12/when-wordpress-user-created-add-contact-to-hubspot-automator-recipe.png) [**Get this recipe now >>>**](https://automatorplugin.com/recipes/when-a-user-is-created-add-them-to-a-hubspot-static-lists/) (Note: The recipe template above requires Automator Pro. However, if you are using the free version of Automator, you can simply use a different trigger. We’ll explore some options in this walkthrough.) Here’s how to create this seamless integration. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe, “When a user is created, add them to HubSpot”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. From the dropdown list that appears, select **A user is created**. [![wordpress-trigger-a-user-is-created](https://automatorplugin.com/wp-content/uploads/2024/03/wordpress-trigger-a-user-is-created-1024x476.webp "wordpress-trigger-a-user-is-created")](https://automatorplugin.com/wp-content/uploads/2024/03/wordpress-trigger-a-user-is-created.webp) If you are using the free version of Automator, you can select from [any number of triggers](https://www.automatorplugin.com/all-triggers-and-actions). For example, you might choose [**LearnDash > A user completes a course**](https://automatorplugin.com/recipes/when-a-user-completes-a-learndash-course-add-update-their-contact-in-hubspot/) or [**WPForms > A form is submitted**](https://automatorplugin.com/recipes/when-a-wpforms-form-is-submitted-add-update-a-contact-to-hubspot/) (available as an “Everyone” recipe type trigger). **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **HubSpot** from the available integrations. [![Automator recipe interface, showing the “HubSpot” integration. The integration is not yet connected.](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-not-connected.png "hubspot-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-not-connected.png) If you haven’t already connected your HubSpot account to Automator, simply click **Connect account** in the modal that appears. [![Popup window showing integration setup progress in Uncanny Automator. Step 1 is completed—activating the Pro license key—while Step 2 prompts the user to connect their HubSpot account, illustrating the process to connect HubSpot to WordPress using the plugin.](https://automatorplugin.com/wp-content/uploads/2021/10/connect-wordpress-to-hubspot.png "connect-wordpress-to-hubspot")](https://automatorplugin.com/wp-content/uploads/2021/10/connect-wordpress-to-hubspot.png) Follow the prompts as they appear to complete the connection. Once you have connected your HubSpot account, return to the recipe editor. From the dropdown list that appears, select **Add/Update the user in HubSpot**. [![Automator actions menu for HubSpot, highlighting the action “Add/Update the user in HubSpot”.](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-action-add-update-the-user-in-hubspot-1024x488.png "hubspot-action-add-update-the-user-in-hubspot")](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-action-add-update-the-user-in-hubspot.png) **Step 5: Go Live!** You’re just about ready to connect HubSpot to WordPress. All you have to do is toggle the recipe from **Draft** to **Live**. [![Automator recipe demonstrating how to connect HubSpot to WordPress. The recipe triggers when a new WordPress user is created and automatically adds or updates the user in HubSpot. The recipe is “Live”.](https://automatorplugin.com/wp-content/uploads/2021/12/when-wordpress-user-created-add-contact-to-hubspot-automator-recipe-live-1024x621.png "when-wordpress-user-created-add-contact-to-hubspot-automator-recipe-live")](https://automatorplugin.com/wp-content/uploads/2021/12/when-wordpress-user-created-add-contact-to-hubspot-automator-recipe-live.png) That’s it! You’ve successfully connected your HubSpot account to WordPress. In the next section, we’ll show you a few more Automator recipes to help you up your email marketing game. If you haven’t already, [**now is a good time to get your Automator Pro license**](https://www.automatorplugin.com/pricing). ## **More Ways to Connect HubSpot to WordPress** Did you know that **automated emails generate more than** [**3x as much revenue**](https://www.campaignmonitor.com/resources/infographics/24-email-marketing-stats-need-know/) as non-automated emails? That’s because automated emails, with **personalization, timely communication, and AI enhancements**, are optimized for conversions. If you want to harness the power of automation for your email marketing efforts, try out some of these powerful automations. ### **Connect HubSpot to Woo** [![Uncanny Automator recipe that adds a user to a HubSpot static list labeled “High-intent shoppers” after they view any WooCommerce product five times.](https://automatorplugin.com/wp-content/uploads/2021/12/connect-hubspot-to-woocommerce-automator-recipe-1024x657.png "connect-hubspot-to-woocommerce-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2021/12/connect-hubspot-to-woocommerce-automator-recipe.png) [**Get this recipe now >>>**](https://automatorplugin.com/recipes/when-a-user-views-a-woo-product-add-them-to-a-hubspot-static-lists/) The average conversion rate for eCommerce businesses is [**below 2%**](https://www.hubspot.com/marketing-statistics). That means every point of contact matters even more. By connecting HubSpot to Woo or your preferred eCommerce platform, you can optimize your conversion rates and get above the industry average. Recipes like the one above, give you the ability to use **progressive profiling tactics**, **versatile segmentation**, and **powerful personalization** to boost your conversion rates. ### **Add WordPress Users to HubSpot in Bulk** [![Automator recipe using the “Run now” integration to add/update all WordPress users to/in HubSpot that meet the filter criteria.](https://automatorplugin.com/wp-content/uploads/2021/12/add-update-wordpress-users-in-hubspot-automator-recipe-1024x897.png "add-update-wordpress-users-in-hubspot-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2021/12/add-update-wordpress-users-in-hubspot-automator-recipe.png) If you need to add or update your HubSpot contacts *en masse*, Automator has you covered. Instead of trying to format cumbersome XML, CSV, or JSON files for import, just click one button: **Run now**. Automator Pro gives you the ability to **run dozens, hundreds, or even thousands of automations with the click of a button** so you can add your entire WordPress user list and all of their profile data to HubSpot with ease. Loop filters allow you to segment users as you export them. Want to add only users with a certain role? Or, perhaps, you want to **segment contacts based on their course enrollments, purchase history, preferred language**, or some other unique metadata? Automator can help you with all of that—no downloads, no files, no code required. ## **Frequently Asked Questions** **Can I connect HubSpot to WordPress for free?** Yes, you can connect HubSpot to WordPress for free with Uncanny Automator. **Install and activate** the free version of Automator on your WordPress website and [register your account](https://automatorplugin.com/my-account/) to receive complimentary app credits. Once your credits run out, or if you want to unlock more triggers, actions, and features, you can [**upgrade to Automator Pro**](https://www.automatorplugin.com/pricing). **What’s the easiest way to connect HubSpot to WordPress?** As the #1 automation and integration for WordPress websites, Automator offers the easiest solution for connecting HubSpot to WordPress. In addition to offering a free platform, Automator is user-friendly, requiring no code, and offers seamless integration between all of your apps and plugins—right down to the metadata! **Do I need coding skills to integrate HubSpot with WordPress?** No, with Uncanny Automator you can connect any of your favorite apps and plugins without writing or reading a single line of code. If you can point and click, you can save countless hours and stacks of cash with Automator. **Can I connect HubSpot to WordPress without using the HubSpot WordPress plugin?** Yes, you can use [**Uncanny Automator**](https://www.automatorplugin.com/pricing) instead of the HubSpot WordPress plugin. **How does Uncanny Automator compare to the HubSpot WordPress plugin?** Unlike the HubSpot WordPress plugin, Uncanny Automator is not a single-purpose plugin. While both plugins are free, Automator has more capabilities, allowing you to connect HubSpot, not just to your WordPress website, but to your entire WordPress tech stack. Additionally, Automator Pro offers premium features that give you more granular control over segmentation right from the beginning. **Can I use Uncanny Automator with the HubSpot WordPress plugin at the same time?** Yes, you can use both plugins simultaneously. With free lead capture forms, live chats, and analytics, the HubSpot WordPress plugin is a great way to connect HubSpot to WordPress. You can further enhance the integration with Automator, allowing you to connect HubSpot to your other WordPress plugins. **Can I send WordPress form submissions directly to HubSpot using Uncanny Automator?** Yes, you can send form submission data from WordPress to HubSpot. If you are using a form-building plugin like [**WPForms**](https://automatorplugin.com/share/wpforms), [**MailPoet**](https://automatorplugin.com/share/mailpoet/), [**Fluent Forms**](https://automatorplugin.com/share/fluent-forms/), or [**Gravity Forms**](https://automatorplugin.com/share/gravityforms), Automator allows you to synchronize form field data with contact fields in HubSpot. No code required. **Is it possible to sync user data from WordPress to HubSpot automatically?** Yes, with Automator you can sync user data from WordPress to HubSpot. You can configure an Automator recipe that adds/updates a user’s information in HubSpot whenever their information in WordPress is updated or changed. Automator’s [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) allow you to access all of your WordPress users’ metadata so you can synchronize it with your HubSpot CRM. **How do I map custom fields from WordPress to HubSpot using Uncanny Automator?** There are several ways to map custom fields from WordPress to HubSpot with Automator. The easiest way would be with the [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/). This addon (included for free with an Automator Pro – Plus or higher license) allows you to create custom user fields in a simple and intuitive interface. You can then use Automator recipes to edit, update, and alter these fields and pass the data along to HubSpot. No code required. ## Conclusion By now, you’ve seen just how easy it is to connect HubSpot to WordPress using Uncanny Automator. We showed you how to: - **create HubSpot contacts** from WordPress user lists, - **edit and update HubSpot contacts** from WordPress, and - **automate segmentation** in HubSpot based on WordPress site activity. We’re confident that you now have all of the tools you need to integrate your CRM with your WordPress website and automate your email marketing workflows. The best part is; we showed you how to do it all at **no cost and with no code!** Whenever you’re ready to unlock even more marketing automation features, your [**Automator Pro license is waiting for you**](https://www.automatorplugin.com/pricing). Until next time, happy automating! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Featured Plugins, Use Cases --- ### [The Best WordPress Web Hosts for 2025](https://automatorplugin.com/the-best-wordpress-web-hosts/) **Published:** April 11, 2024 **Author:** Brendan Da Costa **Content:** *Increase site speed, manage traffic, enhance site security, and give your website a solid foundation with these hosting services. These are the best WordPress web hosts that you can find in 2025.* [![best-wordpress-web-hosts-featured-image](https://automatorplugin.com/wp-content/uploads/2024/04/best-wordpress-web-hosts-featured-image.png "best-wordpress-web-hosts-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/04/the-best-wordpress-web-hosts-featured-image-2.jpg) TLDR? Check out the key takeaways below. **1. SiteGround** (solid all-rounder with speed) SiteGround is a WordPress and WooCommerce focused web host with tools to help entrepreneurs grow their business. SiteGround stands out for its speed and affordability but some must-have features are only included in higher-tier plans. **[Get SiteGround>>>](https://automatorplugin.com/share/siteground/)** **2. WP Engine** (lightning fast for big businesses) WP Engine is a premium web host service with blindingly fast speeds. Since its inception in 2010, WP Engine has become a favorite for WordPress enthusiasts. Nevertheless, overage charges for excess site visitors could deter quickly growing businesses. [**Get WP Engine>>>**](https://automatorplugin.com/share/wpengine) **3. Kinsta** (enterprise-level features for a fraction of the cost) Billing itself as the “home for modern WordPress sites”, Kinsta is a serious contender on this list. Founded in 2013, Kinsta has changed the web hosting landscape with feature-rich plans that bring enterprise-level tools to individually-run websites. Small businesses with big ambitions will like what Kinsta has to offer. [**Get Kinsta>>>**](https://automatorplugin.com/share/kinsta/) **4. Pressidium** (steady as she goes) If stability and reliability are your top priorities in a web host, then you can safely place your website on top of a Pressidium foundation. Founded in 2014, Pressidium is another recent entrant in the WordPress hosting space. But it hasn’t taken long for Pressidium to develop a reputation as one of the most dependable hosts in cyberspace. [**Get Pressidium>>>**](https://automatorplugin.com/share/pressidium) **5. Cloudways** (server-level savings and ultimate scalability) If you’re looking for a budget-friendly web hosting solution that won’t skimp on the good stuff, then you’re looking for Cloudways. This infrastructure-heavy web host became part of the DigitalOcean family back in 2022, giving it direct access to cutting-edge cloud server technology. Oh, and Beyoncé uses it. [**Get Cloudways>>>**](https://automatorplugin.com/share/cloudways) **6. HostArmada** (out-of-the-box affordability) Out-of-the-box readiness is HostArmada’s specialty. You’ll also love tightly limited server sharing, cloud SSD storage, an intuitive cPanel, and 24/7 customer support. HostArmada goes out of its way to keep its clients happy, build loyalty, and keep your website sailing smoothly—for a shockingly low cost. [**Get HostArmada >>>**](https://automatorplugin.com/share/hostarmada/) Want to build a WordPress website that is optimized for performance? Then you’ll probably want to start with one of the web hosts on this list. A good web host provides a solid foundation for your website. Everything from your site speed, to your SEO and site security is contingent on a web host that can reliably manage server resources, maintain high uptime, and offer responsive customer support. Of course, that’s just scratching the surface. If you’ve spent any amount of time looking for the right web host for your website, then you’re probably dizzy with a myriad of features, price ranges and technical terms you’ve never heard before. Fortunately for you, here at [**Uncanny Owl**](https://www.automatorplugin.com/pricing), we’re WordPress enthusiasts! Our team has developed [**tons of popular plugins**](https://www.uncannyowl.com/plugins/) with tens of thousands of active installations. Over the years, we’ve helped countless WordPress entrepreneurs reach their goals. And, in that time, we’ve come to learn a thing or two about the best WordPress web hosts. We can vouch for every web host on this list—we even use one or two of them ourselves! So, without further ado, let’s take a look at the best WordPress web hosts on the worldwide web. ## **How to Choose the Best WordPress Web Host** Selecting the right host for your WordPress website isn’t unlike selecting the right neighborhood for your home—albeit a digital one. Factors such as price, security, and features all play pivotal roles in determining the suitability of a web host for your website. Just as you’d assess the safety, amenities, and community vibe of a neighborhood before settling in, it’s essential to carefully evaluate these aspects to ensure your digital home thrives in its virtual environment. Here are some key criteria to consider when selecting a WordPress web host. **1. Performance and Speed** Look for a host that offers caching mechanisms, image compression, and other optimization techniques to enhance your site’s speed and performance. Also, different kinds of web hosting (shared, dedicated, cloud, etc.) can impact your site speed and performance, depending on your site’s regular traffic and/or type of content. Every web host on this list offers at least some features that enhance site speed. But, if you want to get into the architecture of your host’s services, try testing the “time to first byte” (TTFB). **2. Security Features** Your host should keep you secure on the worldwide web. Prioritize hosts that offer robust security measures. Features such as SSL certificates, malware scanning, firewalls, and DDoS protection safeguard your website against threats. When it comes to issuing SSL certificates, not all web hosts are created equal. Some web hosts give you the ability to generate free SSL certificates with Let’s Encrypt. If you have multiple domains and/or subdomains, then you’ll want to make sure that you can generate SSL certificates without incurring additional costs. **3. **Scalability**** Your WordPress website will grow and change as your business does. As such, you want a foundation that is as flexible as the structure you intend to build on it. When selecting a host, keep an eye out for features (prorated upgrades, etc.) that allow you to scale your website’s size and functionality with ease. ****4. Customer Support**** Your website never sleeps, particularly if you have customers and users all over the world. As such, your web host should also never sleep. Look for 24/7 customer support because you never know when you can use some help maintaining your site’s performance. Also make sure that your web host offers multiple channels for support, such as live chat, phone, email and an extensive knowledge base. ******5. Backup, Staging and Restore Options****** In the event that you want to carry out large changes on your WordPress website, it’s always important to have backup, staging and restore options. Much like an insurance policy on a home, a backup for your website can make you whole in the event that your site experiences a fatal error. Similarly, one-click staging is a must-have feature for websites with multiple moving parts so you can test changes, updates and new features. Finally, the ability to restore your website to previous versions is essential. Look for hosts that offer automatic backups (usually daily), one-click staging and easy restoration options to protect your site’s data and functionality in case of emergencies. **6. ******CPU Cores and Processing Power******** WordPress is all about community. Whether your website has an active readership, engaged membership, keen e-learners or avid shoppers, your WordPress website brings people together. As such, the right web host should provide proper accommodation for your ever-growing WordPress community. For big sites with a lot of logged-in users, the number and speed of CPU cores can have a significant impact on the scalability and performance of your site. While on smaller sites it might not matter as much, and with inexpensive shared hosting plans you might not even know your resources. However, in cloud and dedicated environments, things like cores, memory, and other resources are important to compare. If you’re running a website with lots of logged-in users (**[LearnDash](https://automatorplugin.com/share/learndash)** website, **[Woo Subscriptions](https://automatorplugin.com/share/woocommerce-subscriptions/)**, etc.) then we can’t overstate how important it is to have ample CPU capacity (and if you do have thousands of logged in users, you probably need to look at a dedicated, cloud or VPS plan). ****7. FTP Access and Accounts**** If you’re just starting out in building your WordPress website, FTP access and accounts might not seem like a big deal. But, believe us, support for FTP accounts (and ideally multiple independent accounts you can manage from a control panel) is a must-have. You may be used to a file manager in a control panel or even a plugin, but for code changes, it’s *really* important that updates be done by FTP (or SSH, or a similar alternative) where you can recover if any issues come up. ******8. Price and Value****** Running a website can be expensive—but your host should never be the biggest cost you incur. Compare pricing plans and features to find a host that offers the best value for your budget while considering your immediate and near-term needs. Many hosts have discounts on the first 3-12 months of your hosting plan. Others offer special deals around different times of the year such as Black Friday. Keep those big sale days and sign-up discounts in mind around your renewal. ********9. Addons and Extras******** Just as a good contractor would have their own bricklayer, electrician and plumber, so too should a good web host have more services under their roof. Look for hosts that offer free domain registration, email hosting services, page builders, etc. to enhance and simplify your WordPress experience. **********10. Ease of Use********** Except for the most experienced developers, getting into the details of your web host’s services can be overwhelming. If you’re a busy entrepreneur or even a developer with a full client list, you’ll want a host with a user-friendly control panel and interface. This makes managing your WordPress site simpler so you can spend less time rooting around the substructure of your website and more time interacting with your customers. Now, with these criteria in mind, let’s take a look at the best web hosts to help you build your website. ## 1. [SiteGround](https://automatorplugin.com/share/siteground/) [**SiteGround**](https://automatorplugin.com/share/siteground/) is a WordPress and WooCommerce focused web host with tools to help entrepreneurs grow their business. SiteGround was founded in 2004 and has since grown to provide hosting services to more than 3 million domains—including this one! We’re proud to say that the Automator website (the one you’re on now) is on solid ground with the SiteGround Cloud! [![SiteGround homepage.](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-homepage-2-1024x403.png "siteground-homepage")](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-homepage-2.png) Where other WordPress web hosts prioritize speed above all else, SiteGround prioritizes website maintenance and security. With free, managed updates, staging environments, and backups, you can ensure that your WordPress site is always functioning as it should. Of course, that’s not to say that SiteGround doesn’t have its suite of speed-optimizing features. With powerful caching options and the free Speed Optimizer plugin, your WordPress website can still maintain lightning fast speeds. [![siteground-speed](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-speed-872x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-speed.png) With SiteGround’s Woo hosting, you’ll find tons of features that improve your site’s performance and enhance your shoppers’ experiences. Deliver faster page loads to your customers all over the world with a strategically distributed content delivery network (CDN). And, because site security is a priority for SiteGround, every plan comes with a free standard SSL certificate that you can switch for FREE to a wildcard SSL certificate! With these foundational features, you can start building your Woo store and securely accepting payments within minutes of setting up your SiteGround account. [![siteground-woocommerce-setup](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-woocommerce-setup-1024x555.png)](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-woocommerce-setup.png) Count on SiteGround’s round-the-clock support to address any queries or issues promptly. Endorsed by WordPress industry experts like Matt Cromwell and Syed Balkhi, SiteGround’s support team is equipped to assist you at any hour. Starting at just $2.99 per month, SiteGround’s WordPress and WooCommerce hosting plans offer exceptional value without compromising on performance or features. However, even if you only intend to have one website with a limited number of users and visitors hosted with SiteGround, the GrowBig and GoGeek plans offer more of the features that set SiteGround apart. Namely, opting for a higher-tier plan gives you access to on-demand backups and, most importantly, SiteGround’s first-class staging environment. [![Siteground's pricing table showcasing web hosting plans from one of the best WordPress web hosts, featuring StartUp, GrowBig, and GoGeek plans with discounted prices and features.](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-pricing-table-2-1024x541.png "siteground-pricing-table-2")](https://automatorplugin.com/wp-content/uploads/2024/04/siteground-pricing-table.png) If you want to replicate what we’re doing for Uncanny Automator, this site is on a dedicated 4 CPU/8 GB cloud plan, with CPU and memory autoscaling enabled, served via a Cloudflare Pro plan. [**Get SiteGround now >>>**](https://automatorplugin.com/share/siteground/) (We did, and we couldn’t be happier about it!) ## 2. [WP Engine](https://automatorplugin.com/share/wpengine) [**WP Engine**](https://automatorplugin.com/share/wpengine) is a premium web host service with blindingly fast speeds. Despite being one of the younger web hosts in cyberspace (WP Engine opened its doors in 2010), this web host quickly established itself as a leading option for ecommerce entrepreneurs and WordPress enthusiasts. Ourselves, included. [![A WP Engine homepage banner showcasing its managed hosting services, emphasizing speed, security, and expert support. WP Engine is widely considered one of the best WordPress web hosts for businesses.](https://automatorplugin.com/wp-content/uploads/2024/04/wp-engine-homepage-2-1024x511.png "wp-engine-homepage-2")](https://automatorplugin.com/wp-content/uploads/2024/04/wp-engine-homepage.png) One of WP Engine’s standout features—and its current claim to fame—is its lightning-fast response times. With over 30% of sites experiencing a Time To First Byte (TTFB) under 200 milliseconds, [WP Engine is one of the fastest web hosts](https://wpengine.com/resources/building-on-the-fastest-digital-experience-platform-for-wordpress/) in the field. [![wp-engine-speed](https://automatorplugin.com/wp-content/uploads/2024/04/wp-engine-speed-1024x492.png)](https://automatorplugin.com/wp-content/uploads/2024/04/wp-engine-speed.png) Moving at breakneck speeds isn’t WP Engine’s only selling feature. DDoS protection and PHP with auto roll-back functionality are just some of the robust security and maintenance features that come with WP Engine. Additionally, while your website lights up screens across the globe, WP Engine works tirelessly behind the scenes to ensure your site security is always in-line with the latest international standards. WP Engine also provides white-glove onboarding along with 24/7 phone and chat support, ensuring that assistance is available whenever you need it. One of the features that we love most about WP Engine’s support system, however, is their extensive documentation. With such an extensive, WordPress-specific knowledge base, you’ll almost never need additional support. But it’s there if you want it anyway! [![wp-engine-security-and-support-features](https://automatorplugin.com/wp-content/uploads/2024/04/wp-engine-security-and-support-features-1024x502.png)](https://automatorplugin.com/wp-content/uploads/2024/04/wp-engine-security-and-support-features.png) For those focused on dedicated WooCommerce hosting, WP Engine offers a range of features to streamline the ecommerce experience. The Smart Plugin Manager (one of our favorites) automates updates for core WordPress and store plugins, themes, and PHP. This ensures your site remains up-to-date without risking functionality or outages. Another great feature that ecommerce entrepreneurs will love is one-click Woo store creation, allowing you to get your virtual doors open faster so you can start selling. Where WP Engine falls behind its competitors, however, is when it comes to scalability. Tight web traffic restrictions are simply part of WP Engine’s hosting plans. Compared to other web hosts, the allotment of visitors per tier is restrictive. Going over your monthly allotment, with any web host, will result in overage charges, meaning that growing businesses need to keep a closer than usual eye on their site visitors. Nevertheless, WP Engine allows you to scale up affordably as long as you can project your monthly site visitors reasonably well. WordPress hosting plans with WP Engine start at $17/month for 1 site with 5,000 visitors, providing a solid foundation for smaller websites. WooCommerce hosting, on the other hand, begins at $32/month for 1 site with 25,000 visitors. [![WPEngine pricing table.](https://automatorplugin.com/wp-content/uploads/2024/04/wpengine-pricing-page-1024x441.png "wpengine-pricing-page")](https://automatorplugin.com/wp-content/uploads/2024/04/wpengine-pricing-page.png) [**Get WP Engine now >>>**](https://automatorplugin.com/share/wpengine) (It’s a lot faster than you think, so hurry up and catch it!) ## 3. [Kinsta](https://automatorplugin.com/share/kinsta/) Billing itself as the “home for modern WordPress sites”, [**Kinsta**](https://automatorplugin.com/share/kinsta/) is a serious contender on this list. Founded in 2013, Kinsta has changed the web hosting landscape with feature-rich plans that bring enterprise-level tools to individually-run websites. Small businesses with big ambitions will like what Kinsta has to offer. [![Kinsta homepage.](https://automatorplugin.com/wp-content/uploads/2024/04/kinsta-homepage-1-1024x411.png "kinsta-homepage")](https://automatorplugin.com/wp-content/uploads/2024/04/kinsta-homepage-1.png) If you’re looking for access to the world’s best CPUs, then look no further than Kinsta. Running high-traffic websites such as memberships or elearning platforms is a breeze with Kinsta’s top-performing CPUs. Adding to Kinsta’s sheer power and speed is a CDN distributed across 260+ locations, meaning that your customers are never more than a stone’s throw away from a server with your name on it—or data in it. We could go about Kinsta’s speed-boosting technology and how they managed to reduce TTFB but it’s better to let them speak for themselves. Read about their [Edge Caching technology](https://kinsta.com/blog/edge-caching/?_gl=1*1l8vdxx*_up*MQ..&gclid=Cj0KCQjwlN6wBhCcARIsAKZvD5iiIu5dyQ3oFeccTJTQa3ro4ttEZUQAJ8tIfZLXhOUxek9rpePhf14aAkZtEALw_wcB). Of course, speed and power aren’t the only reasons that Kinsta has become a favorite of WordPress enthusiasts. Security is, as it should be, a top priority. Your customers and site visitors can transact in tranquility thanks to your FREE wildcard SSL support. At the same time, you can program in peace with DDoS protection, an enterprise-level firewall and a staging environment so secure it might as well be in a separate cyberspace. [![kinsta-security-features](https://automatorplugin.com/wp-content/uploads/2024/04/kinsta-security-features-1024x500.png)](https://automatorplugin.com/wp-content/uploads/2024/04/kinsta-security-features.png) Kinsta also has some of the best support on the market—it just doesn’t brag about it. Even before you sign-up with Kinsta, you can request a free audit of your WordPress website. Then you can request free site migration and call any time of any day to get the help you need. Or, simply kickback and enjoy what is arguably the most user-friendly control panel in the web hosting world. There are plenty of tools for developers as well, such as REST API. With prices starting at $30/month, there’s no doubt that Kinsta is on the pricier end of web hosting. But, when we consider the fact that Kinsta packs just about all of the enterprise-level features that you’d only see in the top-tier plans with other web hosts into ALL of its plans, the value kind of speaks for itself. [![Kinsta pricing table for managed WordPress hosting, featuring single-site, multi-site, and agency plans. A top choice among the best WordPress web hosts with free migrations and CDN.](https://automatorplugin.com/wp-content/uploads/2024/04/kinsta-pricing-table-2.gif "kinsta-pricing-table-2")](https://automatorplugin.com/wp-content/uploads/2024/04/kinsta-pricing-table.png) **[Get Kinsta now ](https://automatorplugin.com/share/kinsta/)**[**>>>**](https://automatorplugin.com/share/kinsta/) (You won’t find these kinds of features for that price anywhere else.) ## 4. [Pressidium](https://automatorplugin.com/share/pressidium) If stability and reliability are your top priorities in a web host, then you can safely place your website on top of a [**Pressidium**](https://automatorplugin.com/share/pressidium) foundation. Founded in 2014, Pressidium is another recent entrant in the WordPress hosting space. But it hasn’t taken long for Pressidium to develop a reputation as one of the most dependable hosts in cyberspace. [![pressidium-homepage](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-homepage-1024x462.png)](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-homepage-1024x462.png) Pressidium broke ground in the WordPress space by becoming the first host to offer N-tier architecture to its customers. If, like me, you’re not a software or hardware engineer and you’re not sure what N-tier architecture is and how it works, then just remember this: it’s reliable. Pressidium has crafted high-availability architecture at the foundation of their clients’ sites. If one part of the foundation fails for whatever reason, another part of the foundation can step in to fill the role. If you want to get more details on Pressidium’s architecture, check out [this “demystifying” blog post](https://pressidium.com/blog/high-availability-architecture/). [![pressidium-reliability](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-reliability-1024x541.png)](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-reliability.png) Don’t let fancy terms and technical jargon fool you. Pressidium is also one of the most user-friendly WordPress web hosts out there. One-click staging and staging to production, one-click Let’s Encrypt SSL certificates, one-click backup and one-click restore kind of make Pressidium the One-Click King of the web hosting world. Of course, we wouldn’t include a web host on this list that we didn’t know had top-tier security and support features as well. Pressidium’s support team is staffed with engineers who know how to handle any web hosting query who might have; no escalation required. (Maybe you can ask them to explain N-tier architecture?) But, with security features like two-factor authentication (2FA), malware monitoring and bad-bot filtering, it’s unlikely that you’ll need much support. [![pressidium-security](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-security-1024x353.png)](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-security.png) Finally, with all of those tiers (“N” of them, to be exact), scaling your website as your business grows is quite simple with Pressidium. Whether you need a bigger website or multiple smaller ones, Pressidium can provide the foundation for you to continue taking over your block in your cyberspace. Pressidium is definitely on the pricier side of WordPress web hosts—but can you really put a price on an absolute guarantee of site stability? Even at the price of $42/month, Pressidium still offers great value—and tons of deals. At the time of writing, Pressidium is offering a discounted price of $24.95/month to get started. [![Pressidium pricing table showcasing WordPress hosting plans for businesses, agencies, and enterprises. A premium choice among the best WordPress web hosts for speed and security.](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-pricing-table-2.gif "pressidium-pricing-table-2")](https://automatorplugin.com/wp-content/uploads/2024/04/pressidium-pricing-table.png) You can also always try out the 14-day FREE trial with FREE site migration. That’s a tough deal to pass up, especially when you see how much more stable your WordPress website will be. [**Get Pressidium now >>>**](https://automatorplugin.com/share/pressidium) (Give your website the solid footing it needs.) ## 5. [Cloudways](https://automatorplugin.com/share/cloudways) If you’re looking for a budget-friendly web hosting solution that won’t skimp on the good stuff, then you’re looking for [**Cloudways**](https://automatorplugin.com/share/cloudways). This infrastructure-heavy web host became part of the DigitalOcean family back in 2022, giving it direct access to cutting-edge cloud server technology. Oh, and it’s probably worth mentioning: this is the [web host of choice for at least one multi-platinum selling star](https://techcrunch.com/2014/03/06/digitalocean-raises-37-million-from-andreessen-horowitz/). [![Cloudways homepage.](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-homepage-1-1024x534.png "cloudways-homepage")](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-homepage-1.png) Cloudways is all about giving you direct access to the source—the mighty cloud server—so that you can save money. All of those cost-savings, however, won’t compromise your site’s performance or capabilities. Free SSL certificates, 24/7 support, a firewall, one-click staging and automated backups are just some of the features that you can expect in any Cloudways plan. Throw in addons like Object Cache Pro and Cloudflare Enterprise CDN, and your website can reach eye-watering speeds. [![cloudways-features](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-features-450x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-features.png) Cloudways’ pricing plans and structure are almost infinitely scalable. This means that you can adjust your web hosting needs monthly (or even hourly) to adapt to seasonal trends or annually, depending on your forecasts. Most of our Uncanny Automator development and testing environments are on a Cloudways server. Better yet, if you’re too busy actually running your business to worry about things like servers and bytes, let Cloudways do the scaling for you. Opt for a Cloudways Autonomous plan, starting at $35/month and let Cloudways handle the blinking lights on the servers. [![cloudways-autonomous-hosting](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-autonomous-hosting-1024x533.png)](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-autonomous-hosting.png) For the small business owners with big ambitions, Cloudways also offers top-tier WooCommerce hosting. Get a 3-day free trial (without the need for a credit card) and see for yourself how easy it is to run your website the cloud way. Cloudways plans start at $14/month with every feature that a growing business could ever need. Scale up with an AWS or Google Cloud plan, or stick with DigitalOcean’s servers. [![Cloudways' pricing table](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-pricing-table-1-1024x655.png "cloudways-pricing-table")](https://automatorplugin.com/wp-content/uploads/2024/04/cloudways-pricing-table-1.png) [**Get Cloudways now >>>**](https://automatorplugin.com/share/cloudways) (It’s like being on cloud nine.) ## 6. [HostArmada](https://automatorplugin.com/share/hostarmada/) Want a web host that combines affordability, must-have safety features, and reliability into one powerful flotilla? Or, maybe you prioritize out-of-the-box readiness and industry-leading customer support? Either way, you’ll definitely want to look into [**HostArmada**](https://automatorplugin.com/share/hostarmada/). As a relatively new entrant to the WordPress hosting scene, the team over at HostArmada has wasted no time finding their sea legs. They have already developed a reputation for building strong customer loyalty while offering feature-rich hosting plans for WordPress that are ready from the first click. [![HostArmada homepage promoting fast, secure, and stable cloud hosting with discounts up to 75%. A competitive option among the best WordPress web hosts for performance and reliability.](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-homepage-2-1024x615.png "hostarmada-homepage-2")](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-homepage.png) If you’re not someone who wants to get into the nitty gritty technical aspects, HostArmada comes preconfigured for success and offers all of the features that you would need to get your out on the open web. From stress-free domain registration to seamless site migration, you’ll never need to root around your website’s subfloor to ensure everything is working smoothly. But, if you want to grab the helm and take full control, HostArmada’s cPanel lets you do that with ease. [![hostarmada-launch-transfer](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-launch-transfer-1024x856.png "hostarmada-launch-transfer")](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-launch-transfer.png) Of course, HostArmada comes with all of the must-have features for WordPress web hosts, including: - SSL certificates, - web server caches, - daily backups, and - much more. But the real power in the HostArmada fleet comes from cloud SSD technology, limited server sharing, and industry leading customer support. Additional security features such as malware protection, brute force protection, and network firewalls—to name just a few—also means that your website is safe from potential shots across the bow or broadside attacks. [![hostarmada-primary-features](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-primary-features-1024x387.png "hostarmada-primary-features")](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-primary-features.png) Now, we know what you must be thinking: “There’s no way I can afford a ship, far less the whole armada!” Surprisingly, however, a web hosting plan with HostArmada is one of the most affordable you’ll find anywhere. Full-priced WordPress hosting plans with HostArmada start at just $11.95/month—but you’ll almost never have to fork over all of your treasure. The budget-conscious, loyalty-focused folks over at HostArmada have regular sales and promotions, sometimes offering discounts as deep as 85%! And growing with HostArmada is also a pretty cost-effective solution. Their mid-tier, “Web Warp” plan offers unlimited websites, up to three site migrations, and doubles the amount of storage and power at your disposal. [![HostArmada pricing table showcasing discounted cloud web hosting plans, including WordPress hosting. A strong contender among the best WordPress web hosts for affordability.](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-pricing-table-2-1024x563.png "hostarmada-pricing-table-2")](https://automatorplugin.com/wp-content/uploads/2024/04/hostarmada-pricing-table.png) [**Get HostAmarda now >>>**](https://automatorplugin.com/share/hostarmada/) (Sail the web with a whole fleet of features.) ## [Uncanny Automator](https://automatorplugin.com/pricing): The Perfect Match for Any Web Host Regardless of which web host you choose, you’ll need the right tools to manage your WordPress website once it gets off the ground. Just as a contractor would bring together the skills of a plumber, electrician and bricklayer, you can count on [**Uncanny Automator**](https://www.automatorplugin.com/pricing) to integrate the different elements of your website. [![](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png)](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png) Automator is an indispensable collaborator for any web host, elevating your website to new heights regardless of your chosen hosting service. With seamless **WooCommerce** integration, Automator enhances the functionality of your ecommerce operations. By automating tasks and workflows, it streamlines data analysis with external apps like **[Google Sheets](https://automatorplugin.com/share/google/)** and **[Airtable](https://automatorplugin.com/share/airtable/)**. Automator can also improve your customer segmentation, integrating directly with CRMs such as **[ActiveCampaign](https://automatorplugin.com/share/activecampaign)**, **[Mailchimp](https://automatorplugin.com/share/mailchimp/)** and **[HubSpot](https://automatorplugin.com/share/hubspot/)**. Automate simple (or complex) administrative tasks such as user registration and on-boarding or bulk editing of WordPress posts, allowing you to focus on growing your business. ## **Frequently Asked Questions About WordPress Web Hosts** **What is a WordPress web host, and why do I need one?** A WordPress web host is a hosting provider optimized specifically for WordPress websites. These hosts offer tailored features like one-click WordPress installation, automatic updates, and advanced security measures to enhance performance and streamline site management. **What are the top features to look for in a WordPress web host?** When choosing a WordPress web host, prioritize features like high uptime guarantees, fast load speeds, free SSL certificates, daily backups, scalability options, and 24/7 customer support. Additionally, look for managed WordPress hosting if you want hands-off maintenance. **Which WordPress web host is the fastest?** WP Engine, Kinsta, and Cloudways are among the fastest WordPress web hosts due to their advanced caching systems, use of CDN, and high-performance servers. They are particularly ideal for sites with high traffic demands. However, with the right configuration, every WordPress web hosting service on this list is capable of lightning fast speeds. **Can I migrate my existing site to a new WordPress web host?** Yes, most WordPress web hosts offer free or paid migration services. Providers like SiteGround and HostArmada include seamless migration tools or expert support teams to handle the migration process without downtime. **Are WordPress web hosts secure?** Yes, reputable WordPress web hosts prioritize security with features like malware scanning, DDoS protection, firewalls, and free SSL certificates. Hosts like Pressidium and HostArmada provide advanced protection against cyber threats. **What is the difference between shared hosting and managed WordPress hosting?** Shared hosting involves sharing server resources with other websites, making it a cost-effective option but less optimized for performance. Managed WordPress hosting is specifically designed for WordPress, offering better speed, automatic updates, staging environments, and expert support. **How much does WordPress hosting cost?** Prices for WordPress web hosting range from as low as $2.99/month for shared hosting plans (SiteGround) to $30+/month for managed hosting (Kinsta). Costs vary based on features, server resources, and support levels. **Is it worth paying for managed WordPress hosting?** If you run a high-traffic website or need advanced features like staging, automatic backups, and WordPress-specific optimization, managed WordPress hosting is worth the investment. It saves time and ensures better site performance. **Can I host multiple websites with a single WordPress hosting plan?** Yes, many WordPress web hosts offer plans that support multiple websites. For example, HostArmada’s mid-tier plan allows for unlimited websites, while Kinsta and WP Engine offer multi-site hosting options in their higher-tier plans. **How do WordPress web hosts improve my website’s SEO?** WordPress web hosts enhance SEO by providing faster loading speeds, improved uptime, and security features that search engines value. A fast, secure, and reliable website ranks better on search engine results pages (SERPs). ## **Conclusion** As you doubtlessly know by now, selecting the right web host is vital for setting up a successful WordPress website—but it’s only the beginning. By carefully evaluating key criteria such as performance, security, scalability, and customer support, you can lay a solid foundation for your online presence. Whether you opt for SiteGround’s speed and performance, Kinsta’s enterprise-level features, or Cloudways’ server-level savings and infinite scalability, each host offers unique benefits to enhance your website. And with Uncanny Automator as your trusted partner, regardless of your web host choice, you can streamline operations, automate tasks, and optimize your site for success. Choose wisely, pair with Uncanny Automator, and watch your WordPress website tower above the competition. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins --- ### [How to Create a Free Order Form in WordPress with WPForms](https://automatorplugin.com/how-to-create-a-free-order-form-in-wordpress-with-wpforms/) **Published:** August 23, 2023 **Author:** Brendan Da Costa **Content:** *Want to receive orders on your WordPress website? Read this comprehensive guide for creating a free order form in WordPress with WPForms.* [![create an order form in wordpress featured image](https://automatorplugin.com/wp-content/uploads/2023/08/create-an-order-form-in-wordpress-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/08/create-an-order-form-in-wordpress-featured-image.png) If you’ve just spent the last hour Googling, “How do I create a free order form in WordPress?” then you’ve finally clicked on the right link! (If this is the first article you’ve landed on, then you’re already ahead of the curve!) In this tutorial, we’ll show you **how to create a free order form in WordPress** using the #1 form-building plugin: **WPForms**! Once we’ve created that order form together, we’ll show you how to **integrate it into your WordPress website**, and even **connect it to your external apps** and services. Let’s get started! *Are you looking for a way to create custom checkout fields instead? Read our guide* [*here*](https://automatorplugin.com/create-and-manage-custom-woocommerce-checkout-fields/)*.* ### **What is an order form?** Order forms are a great alternative for businesses that want the benefits of eCommerce without the hassle (and costs) associated with setting up an entire digital storefront. The exact configuration of your order form will depend on the nature of your business, sales funnel, and existing workflows. However, most order forms have some standard features including: - product/service options, - contact information, and - a payment gateway. It’s easy to think of your order form as the self-checkout counter in a brick-and-mortar establishment—with some added benefits. ### **Why use online order forms?** **Online order forms are an essential part of any WordPress website.** They give site owners and developers the ability to **engage in eCommerce without having to set up an entire storefront**. In addition to giving your business a greater sense of legitimacy, order forms: - open new revenue streams, - expand your customer base, - allow you to collect valuable customer information (emails, phone numbers, etc.), and - make the shopping experience more convenient for your customers. By the end of this article, you’ll be able to **receive orders online and process customer payments**. We’ll even show you some awesome ways to integrate your online order form with your CRM of choice, Google Sheets and task management apps such as ClickUp. Let’s get to it! ## Create an Online Order Form With [WPForms](https://automatorplugin.com/share/wpforms) To create our order form, we’ll be using the most popular form-building plugin for WordPress; [**WPForms**](https://automatorplugin.com/share/wpforms). [![WPForms homepage, displaying the tagline, "Drag & Drop WordPress Form Builder".](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage-1024x507.png "wpforms-homepage")](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage.png) With an intuitive **drag-and-drop** interface, **dozens of field types**, and thousands of **pre-built templates**, creating high-converting forms only takes a few minutes. But, there’s another reason to choose WPForms when creating an online form: it’s FREE! WPForms is the only form-building plugin we know of that lets you **accept Stripe and Square payments in its FREE version**. This means that you can set up your online order form to accept payments at no cost to you! [![Comparison chart showing payment options in WPForms Lite vs Pro for creating an online order form. WPForms Lite supports Stripe and Square, while WPForms Pro includes Stripe, Square, PayPal, and Authorize.net.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-lite-vs-pro-payments-table-comparison-1024x713.png "wpforms-lite-vs-pro-payments-table-comparison")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-lite-vs-pro-payments-table-comparison.png) Note: WPForms Lite does charge **an additional 3% per transaction** on top of Stripe and Square’s standard fees. However, **there’s no upfront cost** to setting up your order form, and you can upgrade to WPForms Pro once your volume justifies it. **WPForms Pro** also gives you access to additional payment features such as **recurring subscriptions**, **coupons**, and **additional payment gateways** such as PayPal. Throughout this article, we’ll be using WPForms Pro to take advantage of some additional fields and templates but you can always download WPForms for free and upgrade later. Now, let’s create that order form. **Step 1: Install and Activate WPForms** From your WordPress Admin Dashboard, navigate to **Plugins > Add Plugin**. [![Screenshot of the WordPress admin dashboard with the “Plugins” menu expanded. The “Add Plugin” submenu is highlighted, indicating the steps to install a new plugin.](https://automatorplugin.com/wp-content/uploads/2023/08/wordpress-admin-plugins-add-plugin.png "wordpress-admin-plugins-add-plugin")](https://automatorplugin.com/wp-content/uploads/2023/08/wordpress-admin-plugins-add-plugin.png) **Step 2: Connect Your** [**Stripe**](https://dashboard.stripe.com/register) **and/or** [**Square**](https://app.squareup.com/login) **Account to WPForms** To accept payments through your online order form, you’ll need to connect your Stripe and/or Square account to WPForms. From your WordPress Admin Dashboard, navigate to **WPForms > Settings > Payments**. [![WPForms WordPress plugin settings screen showing the navigation path to configure payment settings: WPForms > Settings > Payments tab, where users can select their preferred currency for form payments.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-settings-payments-1024x539.png "wpforms-settings-payments")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-settings-payments.png) After selecting your currency, click **Connect with Stripe** and/or **Connect with Square** and follow the prompts. If you need a more detailed guide, for Stripe [click here](https://wpforms.com/docs/using-stripe-with-wpforms-lite/), or for Square [click here](https://wpforms.com/docs/using-square-with-wpforms-lite/). (Note: To accept payments with Stripe, for your security and that of your customers, you will need to have SSL and HTTPS enabled on your WordPress website. If you’re unfamiliar with SSL and HTTPS, [read this guide from WPBeginner](https://www.wpbeginner.com/wp-tutorials/how-to-add-ssl-and-https-in-wordpress/).) Click **Save Settings**. **Step 3: Create Your WordPress Order Form** Now comes the fun part! You get to play with WPForms’ drag-and-drop builder to create your order form. From your WordPress Admin Sidebar, navigate to **WPForms > Add New**. [![WordPress dashboard view showing how to add a new WPForms form by navigating to WPForms > Add New Form in the sidebar menu.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-add-new-form.png "wpforms-add-new-form")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-add-new-form.png) If you have WPForms Pro, you’ll find dozens upon dozens of pre-built order form templates to choose from, such as the *Billing/Order Form* template. Alternatively, if you are using WPForms Lite, you can generate a form with AI or create a form from scratch. However you configure your firm, you’ll generally want to have these fields: - **Name** (for identification purposes) - **Email** (for sending receipts/invoices, order confirmations, etc.) - **Phone** (for order updates and/or important notifications) - **Address** (city, state/province, postal code, and country for delivery and tax purposes) - **Available items** (your online product or service lineup) - **Total** - **Comment or Message** To edit a field, simply click on it. For illustrative purposes, we’re going to configure the form for a local pizzeria—because who doesn’t love pizza? However, you can follow these same steps for your business. First, we start by editing the *Multiple Choice* field. If you’ve loaded the template, this will be *ID #5*. Once you’ve clicked on the field, you can change the *Label*, *Items*, *Prices* and configure the display settings on the left-hand side. [![WPForms interface showing a "Multiple Items" field labeled "Size" with pricing options for Small ($10), Medium ($25), and Large ($50), allowing users to add tiered pricing to an online order form.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-multiple-choice-field-1024x584.png "wpforms-multiple-choice-field")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-multiple-choice-field.png) To add and edit more fields, simply click the *Add Fields* tab and remember to regularly save your changes. (If you want to add more advanced fields and features to your order form, briefly skip ahead to Step 5: Add Smart Logic and Images. We’ll show you how to use “Smart Logic” and how to add images to optimize your order form.) **Step 4: Add a Payment Field** Now it’s time to get paid! Adding a payment field is as simple as dragging and dropping one onto your form. On the left-hand side of the screen, scroll down to *Payment Fields* and drag and drop *Stripe Credit Card* onto your form. [![WPForms form-building interface showing a user dragging and dropping the “Stripe Credit Card” payment field into the form.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-strpe-credit-card-payment-field.gif "wpforms-strpe-credit-card-payment-field")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-strpe-credit-card-payment-field.gif) Note, if a “Head’s up!” modal appears, click **Ok**. We will configure this setting in the next step. By default, the *Stripe Credit Card* field will be set to *Required*, meaning that customers will have to make a payment to submit the form and complete their order. If you would like to provide your customers with the opportunity to pay in-person or via any other method, toggle off the *Required* setting. [![WPForms Stripe Credit Card field general settings, displaying the “Required” toggle.”](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-stripe-credit-card-field-required.png "wpforms-stripe-credit-card-field-required")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-stripe-credit-card-field-required.png) Now, we need to enable Stripe payments on our form. From the far-left menu, click on **Payments** > **Stripe** and toggle on *Enable Stripe payments*. Here, you can enter a *Payment Description* and decide whether or not you would like to have Stripe send a payment receipt via email. (We strongly recommend using the Stripe payment email receipt.) [![WPForms payment settings screen showing Stripe integration selected, with the “Enable one-time payments” option toggled on—allowing single transaction processing directly from a WordPress form.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-payments-stripe-enable-one-time-payments-1024x446.png "wpforms-payments-stripe-enable-one-time-payments")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-payments-stripe-enable-one-time-payments.png) If you’re setting up a payment form with a recurring payment or billing cycle, you can enable subscriptions from this page and set the recurring payment period as well. **Step 5 (Optional): Add Smart Logic and Images** In our example of a local pizzeria, we want to give our customers the option to add premium cheeses of their choice. But only if they have selected a “Large” pizza in the previous field. With WPForms Pro, you can use “Smart Logic” to make fields respond to user input. Select the field to which you would like to add Smart Logic. On the left, under the *Field Options* tab, navigate to *Smart Logic* and toggle on *Enable Conditional Logic*. Set the conditions for the field as you choose. Adding images is another great way to optimize your order form. To add images, simply select the field to which you would like to add images. On the left, under *Field Options* > *General*, toggle on *Use image choices*. [![WPForms interface displaying a multiple choice field labeled "Select your premium cheeses”. The "Use image choices" toggle is enabled, allowing users to select cheese options via images.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-use-image-choices-1-1024x821.png "wpforms-use-image-choices")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-use-image-choices-1.png) All of the images that you upload should be the same size and 250 by 250 pixels or smaller, as per WPForms guidelines. **Step 6: Configure Your Notifications** You’re just about ready to take your order form live on your WordPress website. One of the last things that you’ll need to do, however, is to set up your notifications. You should already have opted to send your customers a Stripe payment receipt via email, but they’ll likely also be waiting for a confirmation email with an order summary. And you will, of course, need an email for your own records. Navigate to *Settings* > *Notifications*. [![WPForms settings menu highlighting the "Notifications" section, where users can configure email alerts triggered by form submissions.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-settings-notifications-1024x874.png "wpforms-settings-notifications")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-settings-notifications.png) By default, WPForms will have enabled notifications and configured an email for admins that will trigger upon form submissions. To configure a confirmation and order summary email for your customers, navigate to *Settings* > *Confirmations*. You’ll be able to select from one of three types of confirmations; message (sending an email), show page or redirect to a URL. We’ve chosen to draft a message. Drafting your email is pretty simple once you get the hang of using “Smart Tags”. These are dynamic pieces of data that you can use to customize your email notifications. To use Smart Tags, simply click **Show Smart Tags** beneath the *Confirmation Message* window and select whichever Smart Tags you would like from the drop-down list. [![A user editing the “Confirmation” message for WPForms submissions, using “Smart tags” to personalize the message.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-smart-tags.gif "wpforms-smart-tags")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-smart-tags.gif) Use Smart Tags such as *Name*, *Entry Date* and *Site Name* to personalize your confirmation message and make it appear more professional. **Step 7: Embed Your Form on Your WordPress Website** Ready to start collecting orders? All you have to do now is place your form on your live WordPress website. In the upper-right hand corner, click **Embed**. [!["Embed" option for displaying WPForms form.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-embed-1024x148.png "wpforms embed")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-embed.png) There are any number of ways to embed your new order form on your WordPress website. You can either place the form on an existing page, create a new page specifically for your order form or use a shortcode. Whichever method you choose will depend on your specific workflows and the design of your website. Shortcodes offer the most flexibility so that’s what we’ll demonstrate here. In the *Embed in a Page* window, click **use a shortcode**. [![WPForms option to use a shortcode to embed forms.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-embed-shortcode-1024x524.png "wpforms embed shortcode")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-embed-shortcode.png) WPForms will open up a field in the window. Click the **Copy** icon in the right of the field. This will copy the shortcode to your clipboard. [![WPForms "copy" shortcode to embed a form in a page or post.](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-copy-shortcode-1024x639.png "wpforms copy shortcode")](https://automatorplugin.com/wp-content/uploads/2023/08/wpforms-copy-shortcode.png) Exit the WPForms builder and either create a new page or select an existing page from your WordPress Admin Sidebar. Every WordPress page builder has a shortcode or code block/module/element. If you’re using the Gutenberg Block Editor, simply click the **Plus** sign to add a new block then search for and select “shortcode”. **Paste** your order form shortcode into the shortcode block. [![Gutenberg editor, adding a "Shortcode" block to a page titled "Place Your Order".](https://automatorplugin.com/wp-content/uploads/2023/08/gutenberg-shortcode-block.gif "gutenberg shortcode block")](https://automatorplugin.com/wp-content/uploads/2023/08/gutenberg-shortcode-block.gif) That’s it! Once you publish or update the page containing your order form, you’ll be able to process orders right from your WordPress website! And you didn’t have to set up an entire digital storefront to do it. Now that you know how to create a free order form in WordPress, there are tons of exciting ways to integrate these forms into your existing workflows. In the next section, we’ll show you how to **connect your order form to your CRM, Google Sheets and ClickUp** (just to name a few) so that you can stay on top of all your new orders. ## Connect WPForms to [Uncanny Automator](https://www.automatorplugin.com/pricing) [**Uncanny Automator**](https://automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress. Using simple combinations of triggers and actions called recipes, you can connect all of your favorite apps and plugins, automate your workflows and save time. The best part? **You can get started with Uncanny Automator for FREE**. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) With Automator, your order form can do a whole lot more than take orders. **It can give orders to the other plugins on your WordPress website** or even your connected apps! [**Upgrade your WordPress forms with Automator Pro >>>**](https://automatorplugin.com/pricing) Not ready to go Pro just yet? No worries. You can still take advantage of Automator’s form-boosting features with [Automator Lite](https://wordpress.org/plugins/uncanny-automator/), the free version. Simply install and activate Automator on your WordPress website, then [register your account](https://automatorplugin.com/my-account/) to receive a limited number of app credits. Once you’ve activated your Automator Pro license or registered your account, you can upgrade your order forms with any of these powerful recipes. ### **Connect Your Order Form to Your CRM** [![An Automator recipe that adds a contact to ActiveCampaign when a WPForms “Billing/Order Form” is submitted.](https://automatorplugin.com/wp-content/uploads/2023/08/automator-recipe-order-form-submitted-add-contact-to-activecampaign-1024x608.png "automator-recipe-order-form-submitted-add-contact-to-activecampaign")](https://automatorplugin.com/wp-content/uploads/2023/08/automator-recipe-order-form-submitted-add-contact-to-activecampaign.png) Your new order form is a treasure trove of valuable customer information. With the Automator recipe pictured above, we’re able to collect emails for our [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) mailing list right from our order form. We can even tag new and existing contacts to build detailed customer profiles that tell us who likes pineapple on their pizza and who doesn’t. If ActiveCampaign isn’t your CRM of choice, don’t worry about it. Automator integrates with [**MailPoet**](https://automatorplugin.com/share/mailpoet/), [**Drip**](https://automatorplugin.com/share/drip/), [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), and countless other CRMs. [**Download this recipe now >>>**](https://automatorplugin.com/recipes/when-a-wpforms-form-is-submitted-add-a-contact-to-activecampaign/) ### **Connect Your Order Form to Google Sheets** [![An Automator recipe that creates a row in Google Sheets when a WPForms “Billing/Order Form” is submitted.](https://automatorplugin.com/wp-content/uploads/2023/08/automator-recipe-order-form-submitted-create-row-in-google-sheets-1024x609.png "automator-recipe-order-form-submitted-create-row-in-google-sheets")](https://automatorplugin.com/wp-content/uploads/2023/08/automator-recipe-order-form-submitted-create-row-in-google-sheets.png) Want to log your online orders to create reports, analyze sales data, and optimize your conversions? With Automator, you can log your order form submission data in Google Sheets, Airtable or another database. Quickly add up your order totals or calculate the average order quantities, analyze submission date and time data, quickly identify returning customers or simply keep a record for posterity. [**Download this recipe now >>>**](https://automatorplugin.com/recipes/when-a-wpforms-form-is-submitted-add-a-row-to-a-google-sheet/) ### Connect Your Order Form to [ClickUp](https://automatorplugin.com/share/clickup/) [![An Automator recipe that creates a task in ClickUp when a WPForms “Billing/Order Form” is submitted.](https://automatorplugin.com/wp-content/uploads/2023/08/automator-recipe-order-form-submitted-create-task-in-clickup-1024x608.png "automator-recipe-order-form-submitted-create-task-in-clickup")](https://automatorplugin.com/wp-content/uploads/2023/08/automator-recipe-order-form-submitted-create-task-in-clickup.png) Now that you have an online order form, you might need some help keeping track of what needs to get done and when. With the recipe pictured above, we’re able to automatically create new tasks in [**ClickUp**](https://automatorplugin.com/share/clickup/) based on our order form submissions. This way, we can stay on top of our order fulfillment and guarantee our customers’ satisfaction. [**Download this recipe now >>>**](https://automatorplugin.com/recipes/when-a-wpforms-form-is-submitted-create-a-task-in-clickup/) ### **Order Up More Integrations!** These recipes just hint at what you can accomplish by integrating your plugins and automating your workflows with Automator. With [**253 integrations**](https://www.automatorplugin.com/integrations) (and more always on the way), along with powerful addons for restricting content, creating dynamic content, and managing WordPress users, you can order up more cost and time savings. ## Frequently Asked Questions **Can I create an order form in WordPress without using WooCommerce?** Yes, you can create an order form in WordPress without using WooCommerce. WPForms lets you create a fully functional online order form without needing a full eCommerce plugin like Woo or Easy Digital Downloads. It’s perfect for service providers, restaurants, or anyone who wants a lightweight solution. If you would prefer to customize Woo’s native checkout form, read our [guide on creating custom Woo checkout fields](https://automatorplugin.com/create-and-manage-custom-woocommerce-checkout-fields/). **Does the free version of WPForms allow me to accept payments?** Yes, WPForms Lite supports Stripe and Square payments. While there’s a 3% transaction fee on top of the standard payment processor fees, there’s no upfront cost to start accepting payments online. **What types of businesses benefit from using online order forms?** Almost any business can benefit, especially local service providers, restaurants, freelancers, and solopreneurs. Order forms make it easy to collect payments, schedule deliveries, and gather customer info—all without setting up a full storefront. **Can I customize my order form with product images and conditional fields?** Absolutely. With WPForms Pro, you can add images to your fields and use “Smart Logic” to show or hide options based on a customer’s previous selections—great for upsells or customizing service tiers. **How can I track orders or connect my form to other apps?** You can use Uncanny Automator to send form submissions to CRMs, Google Sheets, ClickUp, and more. This turns your order form into a powerful tool for managing customers, fulfillment, and reporting. ## **Conclusion** Creating an online order form in WordPress doesn’t have to be complicated—or expensive. With WPForms, you can build a sleek, customizable order form in just a few steps and start accepting payments today. Best of all, when you connect your form to Uncanny Automator, you unlock a world of automation—turning every order into action, insight, and opportunity. Ready to supercharge your order form? [**Get an Automator Pro license now**](https://automatorplugin.com/pricing) if you haven’t already and automate everything from customer engagement to order fulfillment. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas **Tags:** activecampaign, clickup, forms, google sheets, wpforms --- ### [How to Get More Blog Traffic: 7 Proven Strategies](https://automatorplugin.com/how-to-get-more-blog-traffic/) **Published:** October 25, 2024 **Author:** Brendan Da Costa **Content:** *Want to get more traffic to your blog? From AI-powered SEO to strategic push notifications, these proven strategies can get more eyes on your content.* [![increase-wordpress-blog-traffic-with-automation-featured-image](https://automatorplugin.com/wp-content/uploads/2024/10/increase-wordpress-blog-traffic-with-automation-featured-image.jpg "increase-wordpress-blog-traffic-with-automation-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/10/increase-wordpress-blog-traffic-with-automation-featured-image.jpg) Are you struggling to get more eyes on your WordPress blog? You’re not alone. Whether you’re a blogger looking to grow your audience or a business owner trying to boost visibility, increasing traffic to your blog can feel like a slog. From content creation to managing social media channels, and staying on top of SEO trends, it’s easy to feel overwhelmed. But here’s the good news: you don’t have to do it alone! The WordPress ecosystem is chock-full of automation tools like [**Uncanny Automator**](https://www.automatorplugin.com/pricing) and [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022) to help you get more blog traffic while engaging meaningfully with your audience. From sharing posts and engaging with subscribers, to automating SEO tasks like link-building, you’ll save time while growing your blog with ease. Ready to learn how automation can help you do less work while driving more traffic? Let’s dive into these seven proven strategies to get more clicks on your copy! ## **Why Automation is Key to Getting More Blog Traffic** Let’s face it—running a WordPress blog can be a lot of work. From creating fresh content to promoting it on social media, engaging with readers, managing SEO, and more, it can feel like there are endless tasks just to keep your blog afloat. Not to mention, if you want to grow that blog. If only there was a way to lighten the load and focus on the aspects of blogging that you really enjoy—like writing great posts and connecting with your audience. **Enter automation**. ![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage") Automation isn’t just a fancy buzzword; it’s a real, game-changing tool that can help take your blog to the next level. Imagine having a system in place that promotes your latest posts across all your social media channels with dynamic, trending hashtags. Or a system that engages subscribers with personalized emails, tailored to their blog-reading preferences and habits. How about a system with automated reminders to update old evergreen content for better SEO rankings—all without you having to lift a finger. That’s the power of automation. Here’s why automation is a must for increasing your WordPress blog traffic: - **Save Time (and Sanity):** Tired of the repetitive tasks of blog publishing? With automated workflows, you can configure processes once and then have them run automatically. That means no more manually sharing posts or sending out reminders. It’s all handled in the background while you focus on what you do best—writing! - **Be Consistent:** Regular updates, a steady publication schedule, and frequent content sharing are crucial for growing your blog traffic. But keeping up with all of that manually? That’s a recipe for burnout. Automating different aspects of your blog will help you maintain consistency without consistently tiring you out. - **Write More (and Better):** Generating enough content to keep a blog engaging is challenging enough. Additionally, the content has to be good, and offer real value to your readers. Automating your blog gives you more time to put your fingers to the keyboard and write, write, write! If you pair automation with AI, you can further improve your output and the quality of your content. - **Expand Your Reach:** With automation, you can instantly share your content on multiple platforms. Engage subscribers via email, send push notifications to drive traffic, and automatically optimize your hashtags for maximum visibility—all at the same time. In other words, automated blogs go further, faster and get more eyes. - **Improve SEO:** Search engines love fresh, relevant content. But optimizing old posts or creating internal links manually can take forever. Automating those tasks ensures your blog stays SEO-friendly, giving you a better shot at climbing the ranks. In short, automation allows you to run your blog like a well-oiled machine, attracting more readers and giving you more time to do what you love. In the next section, we’ll show you seven different ways to harness the power of automation for your blog. ## **7 Strategies for Growing Your Blog with Automation** Now that we know a little more about WordPress automation, let’s dive into the plugins and processes that will help you attract more traffic to your blog. ### **1. Automate Content Sharing Across Social Media Platforms** Having a presence on multiple social media channels is essential for driving traffic to your WordPress blog and boosting engagement. Whether it’s **Facebook**, **X/Twitter**, **Instagram**, or **LinkedIn**, every platform presents an opportunity to reach a broader audience. But let’s be honest: manually posting content across all these platforms can quickly become overwhelming. Especially when you’re trying to juggle other blog-related tasks like writing, SEO, and responding to comments. This is where automation comes to the rescue. With tools like [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can set up workflows that automatically share your posts the moment they go live. Publish posts with or without images, include a catchy excerpt, add dynamic hashtags, and more. ![automator-recipe-autopublish-to-x](https://automatorplugin.com/wp-content/uploads/2024/10/automator-recipe-autopublish-to-x-1009x1024.png "automator-recipe-autopublish-to-x") Automating the task of publishing your content on all your platforms allows you to maximize your reach while minimizing your workload. But auto-posting isn’t the only way to leverage social media for your blog. Want to find out more ways to automate your content sharing workflows? Check out [**this article**](https://automatorplugin.com/the-best-free-social-media-plugins-for-wordpress/) with the top free social media plugins for WordPress! ### **2. Automatically Generate and Optimize Blog Content with AI** Do you need some help with SEO? How about proofreading and editing? Maybe you want to translate your blog content into another language to broaden your audience? Integrating WordPress automations with AI opens up a whole new set of possibilities for bloggers. For example, you can use [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022)’s AI feature to generate titles and meta descriptions that are guaranteed to help boost your SERPs. [![aioseo-ai-meta-description](https://automatorplugin.com/wp-content/uploads/2024/10/aioseo-ai-meta-description-1024x434.png "aioseo-ai-meta-description")](https://automatorplugin.com/wp-content/uploads/2024/10/aioseo-ai-meta-description.png) On the other hand, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) has an OpenAI integration, combining the sheer power of automation with the surgical intelligence of the most advanced GPT. In addition to auto-generating SEO-centered titles and meta descriptions, Automator can help you produce better quality content in less time. For example, you can use Automator’s [**OpenAI**](https://automatorplugin.com/share/openai/) integration to save time on your editing process with the “Correct spelling and grammar with GPT” action. You can also prompt AI to generate an image for you based on your blog content’s content, excerpt, or custom fields. Or how about translating your blog content into a foreign language for your overseas readers? [![translate-wordpress-posts-with-automator](https://automatorplugin.com/wp-content/uploads/2024/10/translate-wordpress-posts-with-automator-939x1024.png "translate-wordpress-posts-with-automator")](https://automatorplugin.com/wp-content/uploads/2024/10/translate-wordpress-posts-with-automator.png) Furthermore, you can leverage the power of AI to automatically generate excerpts for your social media channels with hashtags that are likelier to trend. [![auto-generate-ai-tweet-for-wordpress-blog](https://automatorplugin.com/wp-content/uploads/2024/10/auto-generate-ai-tweet-for-wordpress-blog-1024x1002.png "auto-generate-ai-tweet-for-wordpress-blog")](https://automatorplugin.com/wp-content/uploads/2024/10/auto-generate-ai-tweet-for-wordpress-blog.png) With AI and automation working together, you’ll spend less time on repetitive tasks and more time creating quality content that resonates with your readers and attracts new visitors. ### **3. Use Email Marketing Automation to Personalize Communications** You know what they say—personalization is key! And when it comes to your blog, personalized emails are a powerful way to connect with your readers. Using CRMs like [**Groundhogg**](https://automatorplugin.com/share/groundhogg), you can send emails that feel like they were written just for your subscribers. Including their names and interests in your messages makes them more likely to engage with your content. But here’s where things get even more exciting—by integrating your CRM with an automation tool, you can take your email marketing to the next level. For example, [**Automator**](https://www.automatorplugin.com/pricing) lets you tag and segment your audience based on the blog posts they’ve read or the actions they’ve taken on your site. This means you can send hyper-targeted emails, tailored to your readers’ specific interests and reading habits. If one of your readers eagerly devours content in one category, you’ll know exactly what kind of content they want to see next and email with personalized recommendations. [![automated-personalized-blog-recommendations](https://automatorplugin.com/wp-content/uploads/2024/10/automated-personalized-blog-recommendations-1024x983.png "automated-personalized-blog-recommendations")](https://automatorplugin.com/wp-content/uploads/2024/10/automated-personalized-blog-recommendations.png) And what if you don’t have a CRM? No worries! Automator’s native Email integration allows you to create simple but effective automated email workflows, even without a CRM. You can set up automatic emails triggered by actions on your blog—like sending a welcome message to new subscribers or a follow-up to readers who comment on your posts. By automating your email marketing, you’ll be able to send the right content to the right people at the right time, boosting engagement and building stronger connections with your audience. ### **4. Automate Internal Linking to Keep Readers on Your Site** Want to keep your readers around longer and boost your blog’s SEO at the same time? The secret is internal linking. By guiding visitors from one blog post to another related one, you not only improve their experience but also increase the time they spend on your site—which search engines love! But here’s the catch: manually finding opportunities for internal links can take ages, particularly as you post more content. Once again, that’s where automation steps in to save the day. AIOSEO’s Link Assistant makes internal linking a breeze. This feature suggests relevant internal links as you create content, helping you quickly connect your posts without the manual hassle. It even allows you to add these links in bulk, saving you a ton of time. [![aioseo-link-assistant](https://automatorplugin.com/wp-content/uploads/2024/10/aioseo-link-assistant-1024x877.png "aioseo-link-assistant")](https://automatorplugin.com/wp-content/uploads/2024/10/aioseo-link-assistant.png) With automated internal linking, you’ll keep your readers on your site longer, improve their experience, and give your SEO a healthy boost—all without the extra workload! ### **5. Automate Management of Your Evergreen Content** Evergreen content is the gift that keeps on giving—but only if you keep it fresh! Posts that remain relevant over time, like how-to guides or best practices, can continue to drive traffic long after they’re published. However, to get the most out of your evergreen content, it’s crucial to update and optimize it regularly. With an integrated and automated workflow, you can take the hassle out of managing and tracking your content updates. Integrate your WordPress blog with a planning and project management tool like [**Clic**](https://automatorplugin.com/share/clickup/)**[k](https://automatorplugin.com/share/clickup/)**[**Up**](https://automatorplugin.com/share/clickup/), [**Notion**](https://automatorplugin.com/share/notion/), or [**Airtable**](https://automatorplugin.com/share/airtable/). [![connect-wordpress-to-airtable](https://automatorplugin.com/wp-content/uploads/2024/10/connect-wordpress-to-airtable.jpg "connect-wordpress-to-airtable")](https://automatorplugin.com/wp-content/uploads/2024/10/connect-wordpress-to-airtable.jpg) **[Connect Your WordPress Website to Airtable with Automator>>>](https://automatorplugin.com/connect-your-wordpress-website-to-airtable-with-automator/)** Need to schedule reminders to review and refresh your evergreen posts? Automator can create tasks in your favorite productivity apps, so you never miss an update. Plus, WordPress makes it easy to spot posts in need of a refresh. You can sort your blog posts by “date modified” and easily identify older content that could use a revamp. Once you’ve made your updates, a quick “republish” can breathe new life into the post, giving it a second chance to shine and bring in traffic. With automation handling the reminders and tasks, keeping your evergreen content up-to-date becomes a breeze. And the more you update and republish, the more you can boost your blog’s relevance and keep readers coming back for more! ### **6. Engage Your Audience with Automated Push Notifications** Automated push notifications and popups are a great way to re-engage your audience without being too intrusive. Whether it’s letting them know about a new blog post, promoting a special offer, or encouraging them to subscribe, a well-timed notification can make all the difference! Tools like [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) and [**Popup Maker**](https://automatorplugin.com/share/popup-maker/) make it easy to create attention-grabbing popups that can be triggered automatically based on user behavior. Want to show a special offer to someone who’s about to leave your site? Done! How about a friendly notification to subscribe after they’ve read a couple of posts? Easy! [![popup-maker-homepage-list-building](https://automatorplugin.com/wp-content/uploads/2024/10/popup-maker-homepage-list-building-1024x545.png "popup-maker-homepage-list-building")](https://automatorplugin.com/wp-content/uploads/2024/10/popup-maker-homepage-list-building-1024x545.png) Plus, popups can be personalized based on your readers’ actions. For instance, after a visitor finishes reading a post, you could automatically trigger a popup encouraging them to check out related content or subscribe for more tips. By automating push notifications and popups, you’re engaging your readers just when they’re most likely to take action—without overwhelming them. It’s a win-win for building your audience and keeping them coming back for more! ### **7. Automate Content Moderation and Engagement** Keeping up with blog comments and reader engagement is crucial for building a community and keeping readers coming back, but it can also be time-consuming. Managing spam, responding to comments, and ensuring a positive discussion environment can quickly become overwhelming. Luckily, with automation, you can streamline this process and keep your blog running smoothly without sacrificing engagement. Tools like Uncanny Automator can help you filter out spam comments or flag inappropriate ones. This not only keeps your blog’s discussion clean and professional but also improves user experience, making readers more likely to stick around and engage. [![automator-sentiment-analysis](https://automatorplugin.com/wp-content/uploads/2024/10/automator-sentiment-analysis-1024x855.png "automator-sentiment-analysis")](https://automatorplugin.com/wp-content/uploads/2024/10/automator-sentiment-analysis-1024x855.png) But automation isn’t just about keeping the bad stuff out—it’s about fostering better conversations, too. You can set up automated responses to common questions or even receive notifications when someone leaves a comment, allowing you to jump in at just the right time. And let’s not forget about engaging with your audience! Automator can trigger personalized emails or follow-up actions when readers leave comments, making them feel valued and encouraging more interactions in the future. [![automatic-response-to-wordpress-blog-comments](https://automatorplugin.com/wp-content/uploads/2024/10/automatic-response-to-wordpress-blog-comments-1024x595.png "automatic-response-to-wordpress-blog-comments")](https://automatorplugin.com/wp-content/uploads/2024/10/automatic-response-to-wordpress-blog-comments.png) The more engaged and positive your blog’s community is, the more likely readers are to stay, share, and return for more content. With automated moderation and engagement, you’re not only saving time but also creating a more welcoming environment that drives traffic and builds loyalty. ## Frequently Asked Questions **How can automation help increase traffic to my WordPress blog?** Automation helps increase traffic by streamlining repetitive tasks like social media sharing, email marketing, and SEO. By automating these processes, you can ensure that your content reaches more people consistently and effectively, freeing up your time to focus on creating more quality content. **Which tools can I use to automate social media sharing for my blog?** Tools like [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can help you automate content sharing across multiple platforms. This ensures that your posts are promoted the moment they go live without you needing to lift a finger! **What is evergreen content, and why should I automate its management?** Evergreen content refers to blog posts that remain relevant over time, like how-to guides or industry best practices. Automating the management of evergreen content allows you to set up reminders and workflows (using tools like [**ClickUp**](https://automatorplugin.com/share/clickup/), [**Notion**](https://automatorplugin.com/share/notion/), or [**Airtable**](https://automatorplugin.com/share/airtable/)) to regularly update and republish these posts. This keeps your content fresh, boosts your SEO, and ensures it continues driving traffic. **How can I use AI to improve my blog’s content?** WordPress bloggers can integrate [**OpenAI**](https://automatorplugin.com/share/openai/) directly into their WordPress website with Uncanny Automator. You can use AI to generate new content ideas, draft blog posts, optimize your blog titles and meta descriptions, proofread before publishing, and even tailor content for specific platforms like Twitter or Instagram. This automation helps you create more content faster and with better SEO. **How can I engage my audience with automated email marketing?** Using CRMs like [**Groundhogg**](https://automatorplugin.com/share/groundhogg) or Automator’s native email integration, you can send personalized emails to subscribers based on the blog posts they’ve read. This level of personalization helps keep readers engaged with relevant content and encourages them to return to your blog more frequently. **What are push notifications, and how do they help with blog traffic?** Push notifications are real-time alerts that engage your audience as they browse your blog. Tools like [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) and [**Popup Maker**](https://automatorplugin.com/share/popup-maker/) allow you to trigger automated popups and notifications, encouraging readers to take action. Whether you want to boost your subscriber count, refer readers to more content, or extend a special offer, push notifications can help you increase your blog traffic. ## **Conclusion** The key takeaway is that, when it comes to increasing your WordPress blog traffic, you’re not alone. WordPress automation tools can help you get more readers and keep them coming back for more. Streamline your basic workflows, from drafting content to proofreading it and pushing it out across your social media channels. Tools like Uncanny Automator, AIOSEO, OpenAI, and others automate the tedious tasks of blogging, such as internal linking and content moderation so you can get back to what you love: writing. [**Ready to try some of these strategies yourself? Get your Uncanny Automator Pro license so you can automate your way to a bigger, better blog today>>>.**](https://www.automatorplugin.com/pricing) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Customize WooCommerce Checkout Fields](https://automatorplugin.com/create-and-manage-custom-woocommerce-checkout-fields/) **Published:** May 8, 2024 **Author:** Brendan Da Costa **Content:** *Your checkout page is the final step in the sales process—so make the most of it! Learn how to create and manage your custom Woo checkout fields with Checkout Field Editor and Uncanny Automator.* [![custom-woo-checkout-fields-featured-image](https://automatorplugin.com/wp-content/uploads/2024/05/custom-woo-checkout-fields-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/05/custom-woo-checkout-fields-featured-image.jpg) Are you looking for a way to create custom checkout fields for your Woo store? Maybe you have already customized your checkout form but you’re not sure how to retrieve this valuable form data? Either way, you’ve landed on the right page! In this post, we’ll introduce you to a powerful tool for creating custom WooCommerce checkout fields. Then we’ll show you how [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can help you access your custom field data. Want to store your custom fields data in Google Sheets? How about syncing your custom checkout fields with your CRM? Automator has you covered! And we’ll show you how it’s done. But that’s enough of an introduction for now. Let’s get into the good stuff. (If you already have the [**Checkout Field Editor**](https://automatorplugin.com/share/checkout-field-editor/), we recommend **[jumping ahead](#custom-checkout-fields)**.) ## Introduction to [Checkout Field Editor](https://automatorplugin.com/share/checkout-field-editor/) Right out of the box, Woo has a fully-loaded checkout page with all of the must-have fields for processing your orders. From billing and shipping information, to email, phone and even order notes, the standard Woo checkout page is ready-made for the average Woo business. However, we’re pretty sure that your business is not average. That’s where the [**Checkout Field Editor**](https://automatorplugin.com/share/checkout-field-editor/) plugin comes in. [![themehigh-homepage](https://automatorplugin.com/wp-content/uploads/2024/05/themehigh-homepage-1024x673.png)](https://automatorplugin.com/wp-content/uploads/2024/05/themehigh-homepage.png) With the click of a button, you can easily add customized fields to your Woo checkout page. Want to add additional contact fields, such as a secondary phone number or personal extension? How about a field for preferred delivery dates and methods? Or a “How did you hear about us?” field. The Checkout Field Editor allows you to create all of those fields and many more!From your WordPress Admin Dashboard, simply navigate to *WooCommerce* > *Checkout Form*. [![woocommerce-checkout-form](https://automatorplugin.com/wp-content/uploads/2024/05/woocommerce-checkout-form.png)](https://automatorplugin.com/wp-content/uploads/2024/05/woocommerce-checkout-form.png) From there, it’s just a matter of clicking **Add field** and configuring a brand new field to add to your checkout form. In the video above, we added a simple phone field. But, the Checkout Field Editor has tons of features to help you create any kind of checkout form your Woo business requires. [![checkout-field-editor-features](https://automatorplugin.com/wp-content/uploads/2024/05/checkout-field-editor-features-1024x478.png)](https://automatorplugin.com/wp-content/uploads/2024/05/checkout-field-editor-features.png) [**If you haven’t already, get the Checkout Field Editor now >>>**](https://automatorplugin.com/share/checkout-field-editor/) ## **How to Use Custom Checkout Fields** Now that you’ve gotten the hang of creating your own custom checkout fields with the Checkout Field Editor plugin, there are a few details you’ll want to keep in mind. Checkout Field Editor stores your custom field data within the order meta—that’s how Automator can find it! For example, the standard Woo checkout fields “Billing First Name” and “Billing Email” have meta keys (names) and meta values (the data customers enter). These names usually follow a convention of words separated by underscores. For example, “Billing First Name” would be “billing\_first\_name” and “Billing Email” would be “billing\_email”. When creating your own custom fields, it’s easiest to simply follow this convention. However, you can use almost any naming convention that is easy for you to remember. If you ever need help remembering a custom checkout field name, simply navigate to *WooCommerce* > *Checkout Form* from your WordPress Admin Dashboard. The meta key that you will need to retrieve a particular checkout field will be under the *Name* column. [![custom-checkout-field-names](https://automatorplugin.com/wp-content/uploads/2024/05/custom-checkout-field-names-1024x713.png)](https://automatorplugin.com/wp-content/uploads/2024/05/custom-checkout-field-names.png) You will use these names later on to retrieve the data that your customers entered at checkout. **Note: This article assumes that you are using the standard Woo ordering system where order details are stored in post meta. If you are using High-Performance Order Storage, this will not work.** ## [Automator](https://www.automatorplugin.com/pricing) by Uncanny Owl If you ever find yourself wondering, “How do I connect this plugin to the other one?” just think of [**Uncanny Automator**](https://www.automatorplugin.com/pricing)! [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) As the #1 automation and integration tool for WordPress websites, Automator connects all of your favorite apps and plugins together. In fact, thanks to some nifty features that we’ll show you later in this post, it’s even better at integrating apps and plugins than they are integrating themselves! When it comes to managing your custom checkout fields, for example, Automator offers some unique advantages. - **Access metadata:** Automator gives you direct access to your WordPress website’s metadata so you can create granular integrations and customize them any way you choose. The best part? It’s all wrapped up in a user-friendly interface! - **Save money:** If you’re processing hundreds or thousands of orders through your Woo store, automations can get pricey. Unless you’re using Automator which won’t charge you any per automation fees! Collect as much custom checkout field data as you want and save money in the process! - **Make flexible automations:** Powerful Automator features such as filters and post/user loops allows you to target specific individual users or entire groups of them. - **Connect to more to do more:** With [**253 integrations**](https://automatorplugin.com/integrations/) (and more always on the way), Automator can help you do more with your custom checkout field data. Want to add this data to your CRM? How about updating order details in [**ClickUp**](https://automatorplugin.com/share/clickup/) or [**Airtable**](https://automatorplugin.com/share/airtable/)? Automator can help you get it done. [**Convinced yet? Get your Automator license so you can follow along >>>**](https://www.automatorplugin.com/pricing) ## **Manage Custom Woo Fields with Automator** Now that you have Automator and the Checkout Field Editor plugin, you’re ready to take command of the final stage in your sales funnel! In the next sections, we’ll show you how to create Automator *recipes* (i.e., combinations of triggers and actions) to access, retrieve and store your checkout field data. In the first walkthrough, we’ll show you how easy it is to send your custom WooCommerce checkout field data to Google Sheets. Then we’ll show you how to sync the data with a CRM such as [**Groundhogg**](https://automatorplugin.com/share/groundhogg), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) or [**HubSpot**](https://automatorplugin.com/share/hubspot/). Finally, we’ll show you how to use filters to turn your checkout page into the most dynamic part of your sales funnel. Let’s get to it! ## **Send WooCommerce Checkout Field Data to Google Sheets** When it comes to managing your custom Woo checkout field data, there’s just one word you need to keep in mind: metadata. In the next five steps, we’ll show you how to access this metadata with Automator as in the recipe pictured below. [![send-checkout-data-to-google-sheets](https://automatorplugin.com/wp-content/uploads/2024/05/send-checkout-data-to-google-sheets-1024x677.png)](https://automatorplugin.com/wp-content/uploads/2024/05/send-checkout-data-to-google-sheets.png) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Send Checkout Data to Google Sheets”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![woo-integration](https://automatorplugin.com/wp-content/uploads/2024/05/woo-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/woo-integration.png) From the dropdown list that appears, select *A user completes, pays for, lands on a than you page for an order with a product*. [![woocommerce-trigger-a-user-pays-for-an-order-with-a-product](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-1024x488.png)](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product.png) Automator will then prompt you to select a *Trigger condition* and *Product*. For example, we have selected *pays for* and *Any product* but you can choose the condition and product that best suits your workflows. When you’re finished, click **Save**. Your completed trigger should look something like this: [![woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live-1024x427.png)](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Google Sheets** from the menu of available integrations. [![automator-integrations-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/06/11-—-automator-integrations-google-sheets.png)](https://automatorplugin.com/wp-content/uploads/2023/06/11-—-automator-integrations-google-sheets.png) From the dropdown list that appears, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-1024x307.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet.png) Automator will prompt you to select the *Drive*, *Spreadsheet* and specific *Worksheet* where you would like to store your custom checkout field data. Once you’ve selected the *Drive*, *Spreadsheet* and *Worksheet*, click **Get columns**. Automator will return the first value in each populated column (presumably the column title) in the *Column* field. [![google-sheets-get-columns](https://automatorplugin.com/wp-content/uploads/2024/05/google-sheets-get-columns.gif)](https://automatorplugin.com/wp-content/uploads/2024/05/google-sheets-get-columns.gif) Now, we can fill out the *Value* fields using *tokens* (dynamic data pulled from your WordPress website and from within recipes) that correspond to each *Column*. To select a token, click the **Asterisk** in each field. Select the token that represents the value that corresponds to the column. (Tip: You can use the search function to locate tokens quickly.) [![woo-action-tokens-billing-shipping-first-name](https://automatorplugin.com/wp-content/uploads/2024/05/woo-action-tokens-billing-shipping-first-name-1024x719.png)](https://automatorplugin.com/wp-content/uploads/2024/05/woo-action-tokens-billing-shipping-first-name.png) Automator already has standard, pre-configured tokens for common Woo checkout fields. For custom checkout fields, however, you get to configure your own token! To configure a token for your custom Woo checkout field, click the **Asterisk** and select *Advanced* > *Post meta*. [![advanced-post-meta-token](https://automatorplugin.com/wp-content/uploads/2024/05/advanced-post-meta-token-1024x469.png)](https://automatorplugin.com/wp-content/uploads/2024/05/advanced-post-meta-token.png) A pop-up window will appear where you can enter the token data. Start by clicking the **Asterisk** in the *Post ID* field and selecting the *Order ID*. (You may need to deselect the *Only integer* option.) Next, in the *Meta key* field, enter the name of the custom checkout field you are trying to retrieve.Once you’re finished, click **Add token**. [![advanced-post-meta-token-custom-checkout-field](https://automatorplugin.com/wp-content/uploads/2024/05/advanced-post-meta-token-custom-checkout-field.gif)](https://automatorplugin.com/wp-content/uploads/2024/05/advanced-post-meta-token-custom-checkout-field.gif) Finish filling out the remaining standard and custom fields. Once you’re done, click **Save**. Your completed action should look like this: [![google-sheets-action-create-a-row-in-a-google-sheet-live](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live-1024x442.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live.png) **Step 5: Go Live!** You’re just about ready to start sending your custom checkout field data to Google Sheets. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![send-checkout-data-to-google-sheets-live](https://automatorplugin.com/wp-content/uploads/2024/05/send-checkout-data-to-google-sheets-live-1024x677.png)](https://automatorplugin.com/wp-content/uploads/2024/05/send-checkout-data-to-google-sheets-live.png) That’s it! Now that you’ve gotten the hang of configuring your own tokens to retrieve custom checkout fields, let’s take a look at what else you can do with this data. ## **Sync Custom WooCommerce Checkout Fields to Your CRM** One of the most common custom checkout fields that businesses have is the “How Did You Hear About Us?” field. It’s an incredibly valuable piece of information that Woo businesses use to track their marketing strategy and segment their audience. [![sync-woo-checkout-fields-to-groundhogg](https://automatorplugin.com/wp-content/uploads/2024/05/sync-woo-checkout-fields-to-groundhogg-1024x767.png)](https://automatorplugin.com/wp-content/uploads/2024/05/sync-woo-checkout-fields-to-groundhogg.png) With Automator, you can easily take valuable data from your Woo checkout fields and incorporate it directly into your CRM, as in the recipe pictured above. **Steps 1-3: Repeat from Previous Recipe** Repeat the steps from the previous recipe, creating a new recipe, naming it and configuring your WooCommerce trigger. **Step 4: Configure Your Action(s)** In the *Actions* panel, from the menu of available integrations, select **Groundhogg** or your preferred CRM. (We selected [**Groundhogg**](https://automatorplugin.com/share/groundhogg) because it is the CRM that most easily allows us to dynamically create tags.) [![groundhogg-integration](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-integration.png) From the dropdown list appears, select *Add a tag to the user*. [![groundhogg-action-add-a-tag-to-the-user](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-action-add-a-tag-to-the-user-1024x403.png)](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-action-add-a-tag-to-the-user.png) Automator will prompt you to select the tag. Once again, we’re going to configure a token to represent the tag we want to add. To use a token in this field, select *Use a token/custom value*. [![groundhogg-tag-token-custom-value](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-tag-token-custom-value-1024x811.png)](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-tag-token-custom-value.png) Configure the token as before: click on the **Asterisk**, select *Advanced* > *Post meta*, select the *Order ID* token in the *Post ID* field, enter the name of the checkout field in the *Meta key* field and click **Save**. When you’re finished, the tag should look something like this: [![groundhogg-tag-woo-checkout-field-how-did-you-hear-about-us](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-tag-woo-checkout-field-how-did-you-hear-about-us.png)](https://automatorplugin.com/wp-content/uploads/2024/05/groundhogg-tag-woo-checkout-field-how-did-you-hear-about-us.png) Click **Save**. **Step 5: Sync Your Custom Fields!** Before you toggle the recipe from *Draft* to *Live*, you may want to set the number of times that this recipe will run for each user. After all, you wouldn’t want to add unnecessary tags to your customers. To limit the number of times the recipe can run per run, simply click **Edit** next to *Times per user* in the recipe box. Enter a value and click **Save**. [![automator-recipe-times-per-user](https://automatorplugin.com/wp-content/uploads/2024/05/automator-recipe-times-per-user-636x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-recipe-times-per-user.png) Using your custom checkout fields like this can help you make the most of the final stage in the sales process. But you can still up your marketing automation game using Automator’s *filters* feature. [![sync-woo-checkout-fields-to-groundhogg-with-filter](https://automatorplugin.com/wp-content/uploads/2024/05/sync-woo-checkout-fields-to-groundhogg-with-filter-1024x984.png)](https://automatorplugin.com/wp-content/uploads/2024/05/sync-woo-checkout-fields-to-groundhogg-with-filter.png) We added a filter to the recipe that we just created together that incorporated another one of our custom WooCommerce checkout fields. With this filter, we’re able to only tag the users at checkout who opted in to receive promotional emails in another custom field. The customizations are endless! ## Frequently Asked Questions **What are custom WooCommerce checkout fields?** Custom WooCommerce checkout fields are additional input fields you can add to your store’s checkout page. These fields let you collect extra information from customers, such as delivery preferences, custom messages, or survey responses. **Why would I need to add custom fields to the WooCommerce checkout page?** Adding custom fields to the WooCommerce checkout page lets you tailor the checkout process to your business needs. For example, you can ask for gift messages, gather order-specific data, or trigger automation workflows based on customer input. **Can I use Uncanny Automator to automate actions based on custom checkout fields?** Yes! With Uncanny Automator, you can create powerful automations that trigger when a customer submits a specific value in a custom checkout field—without writing any code. You can tag and segment users in your CRM with custom field inputs or even display custom order confirmations. **What’s the difference between WooCommerce custom checkout fields and user meta fields?** Custom checkout fields are tied to specific orders, while user meta fields are linked to a customer’s profile. Automator makes it easy to update both types of fields and use them in your workflow automations. **How do I display custom checkout field data in my Automator recipes?** When you use Automator’s WooCommerce triggers, any custom checkout field values submitted with an order can be accessed as *tokens*. These tokens can be used in actions like sending emails, updating user fields, or creating dynamic content. **Do I need to install extra plugins to create custom WooCommerce checkout fields?** While you can create custom WooCommerce checkout fields using code, it’s easiest with a third-party plugin. In this article, we used the most popular plugin for customizing Woo checkout fields, Checkout Field Editor, and demonstrated different ways to incorporate these custom fields into broader workflows with Uncanny Automator. **Can I update user meta fields based on WooCommerce checkout input?** Absolutely. Automator lets you map checkout field data to user meta fields, which is useful for building rich user profiles and personalizing future customer interactions. Automator Pro – Plus and above licenses come with free addons, such as the Custom User Fields Addon, to make managing customer information easier. ## **Conclusion** In this walkthrough, we showed you how simple it is to use Automator tokens to manage your custom WooCommerce checkout fields. Whether you simply want to store the checkout field data in Google Sheets, use it to improve your email marketing automation workflows or more, Automator is the tool you’ve been looking for. What are some of the ways that you want to use custom checkout field data? How can we make it easier for you? Drop us a line in the comments section below and we’ll get back to you. Until then, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Use Cases --- ### [The Easiest Way to Connect Mailchimp to WordPress (for FREE)](https://automatorplugin.com/the-easiest-way-to-connect-mailchimp-to-wordpress/) **Published:** May 5, 2023 **Author:** Brendan Da Costa **Content:** **Connect Mailchimp to WordPress with Uncanny Automator in just 5 easy steps. Start integrating your WordPress CRM for FREE!** ![connect-mailchimp-to-wordpress](https://automatorplugin.com/wp-content/uploads/2023/05/How-to-Connect-Mailchimp-to-WordPress-Featured-Image.png) If you’ve been looking for a simple (and FREE) Mailchimp and WordPress integration, then congratulations! You’ve stumbled onto the right page. In this brief but detailed guide, we’ll walk you through the steps of connecting Mailchimp to WordPress with the #1 WordPress automation and integration plugin: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this tutorial, you’ll be able to: - add WordPress users/site visitors to Mailchimp audiences, - tag WordPress users in Maichimp based on WordPress site behavior such as page/product views, purchase history, membership status, and more. - launch targeted Mailchimp campaigns directly from WordPress website whenever you create new content on your WordPress website. You’ll even be able to trigger events on WordPress website from changes to your Mailchimp audiences and contacts! p.s., Make sure to read through to the end. We’ve included some great ideas to get you started with your WordPress and Mailchimp integrations. ## Why Connect [Mailchimp](https://automatorplugin.com/share/mailchimp/) to WordPress With [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://automatorplugin.com/pricing/) is the #1 automation and integration tool for WordPress websites. Whether it’s connecting your eCommerce platform to your CRM, or your customer support plugin to OpenAI, Automator is the preferred tool for thousands of WordPress users. Using simple combinations of triggers and actions called *recipes*, Automator gives you the ability to create deep integrations between your existing WordPress tech stack to reduce costs, save time, and unlock new capabilities. [![Automator’s U-Bot connecting Mailchimp and WordPress, promoting the message “Automate your WordPress site and apps”.](https://automatorplugin.com/wp-content/uploads/2023/05/automator-home-connect-mailchimp-to-wordpress.jpg "automator-home-connect-mailchimp-to-wordpress")](https://automatorplugin.com/wp-content/uploads/2023/05/automator-home-connect-mailchimp-to-wordpress.jpg) So, what makes Automator the best tool for connecting Mailchimp to WordPress? - **Easy to use:** Automator’s user-friendly click-and-play interface means that you can create deep Mailchimp and WordPress integrations in just a few clicks—and even fewer minutes. No code required. Better yet, use a preconfigured template and start automating right away. - **Affordable:** Automator Lite is a free forever plugin that, unlike other workflow automation tools, doesn’t charge per-automation fees. In other words, the more you automate and integrate, the more you save. Automator Pro licenses begin at just $149/year, and give you access to hundreds more triggers, powerful features and integrations, and unlimited credits to use with premium app integration such as Mailchimp, OpenAI, Facebook, and more. - **Scalable:** Whether you have dozens, hundreds, or thousands of contacts, Automator scales with you. - **Integrations and Addons:** With Automator, connecting Mailchimp to WordPress is just the beginning. With [**253 integrations**](https://www.automatorplugin.com/integrations) and more on the way all the time, Automator lets you create workflows across your entire tech stack. Addons like Restrict Content and Dynamic Content Blocks give you more ways to organize your WordPress website and create a truly immersive experience for your site visitors. [**Get Automator Pro now >>>**](https://www.automatorplugin.com/pricing) Not ready to go Pro just yet? You can still connect Mailchimp to WordPress with Automator Lite. [Install and activate](https://wordpress.org/plugins/uncanny-automator/) Automator Lite on your WordPress website and register your account to receive complimentary app credits. Once you run out of credits, upgrade to an Automator Pro license to unlock new triggers and actions and continue automating your workflows. ## How to Connect [Mailchimp](https://automatorplugin.com/share/mailchimp/) to WordPress Once you have installed and activated Automator on your WordPress website, connecting your Mailchimp account only takes a few steps. Automator allows for both Mailchimp triggers and actions, meaning you can connect Mailchimp to WordPress and vice versa. To enable Mailchimp actions (i.e., perform tasks in Mailchimp based on activity on your WordPress website), follow these steps: 1. From your WordPress Admin Dashboard, navigate to **Automator > Settings > App integrations > Mailchimp**. 2. Click **Connect Mailchimp account** and follow the prompts as they appear. That’s it! For a more detailed guide, [click here](https://automatorplugin.com/knowledge-base/mailchimp/). To enable Mailchimp triggers (i.e., perform tasks in WordPress based on activity in your Mailchimp account), follow these steps: 1. Once you’ve connected your Mailchimp account to Automator, enabling Mailchimp actions, you’ll see the option to **Enable triggers**. Toggle the button. 2. Once you’ve enabled the triggers, a panel will appear with the instructions for setting up your triggers. **Highlight** and **copy** the URL provided in the *Webhook URL* field. 3. In a new tab in your browser, [**sign in**](https://login.mailchimp.com/) to your Mailchimp account and navigate to **Audience > Audience dashboard**. Next, navigate to **Manage Audience > Settings**. 4. Once you’re on the *Settings* page, scroll down to and click on **Webhooks**. Mailchimp will take you to a new page. On the *Webhooks* page, click on **Create New Webhook**. 5. **Paste** the webhook URL from the Automator settings page into the *Callback URL* field. Make sure that all of the options for sending updates are selected. By default, the only option that should not be selected is the final one, *Via the API*. Make sure to select that one before clicking **Save**. That’s it! You have enabled Mailchimp triggers in Automator, allowing you to carry out tasks on your WordPress website based on activity in your Mailchimp account. For a more detailed guide, [click here](https://automatorplugin.com/knowledge-base/mailchimp-wordpress-triggers/). ## **Add WordPress Users to Mailchimp** Now that you have Automator installed and activated on your WordPress website, it’s time to create a recipe to connect Mailchimp to WordPress. [![Automator recipe showing how to connect WordPress to Mailchimp: when a user submits a WPForms contact form, they're automatically added to a Mailchimp audience.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-1-1024x624.png "connect-mailchimp-to-wordpress-automator-recipe-1")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-1.png) In the recipe pictured above, we’re able to add a WordPress user to a Mailchimp audience whenever they submit a WPForms contact form. Here’s how we did it: **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “When a user submits a WPForms form, add the user to Mailchimp”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms** or your preferred form-building plugin. [![automator integrations wordpress](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png "automator-integrations-wpforms")](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png) From the dropdown list that appears, select “A user submits a form”. [![WPForms trigger selection interface in Uncanny Automator. The highlighted trigger reads “A user submits a form”.](https://automatorplugin.com/wp-content/uploads/2023/05/wpforms-trigger-user-submits-form-1024x493.png "wpforms-trigger-user-submits-form")](https://automatorplugin.com/wp-content/uploads/2023/05/wpforms-trigger-user-submits-form.png) Automator will prompt you to select a form. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Mailchimp**. [![The Uncanny Automator integration selection screen, highlighting the Mailchimp option in white with a blue border.](https://automatorplugin.com/wp-content/uploads/2023/05/automator-mailchimp-integration.png "automator-mailchimp-integration")](https://automatorplugin.com/wp-content/uploads/2023/05/automator-mailchimp-integration.png) From the dropdown list that appears, select “Add the user to an audience”. [![mailchimp-action-add-user-to-an-audience](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience-1024x493.png "mailchimp-action-add-user-to-an-audience")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience.png) Automator will present you with a form to set the conditions and information for the user’s contact in Mailchimp. Click **Load fields** and use *tokens* (i.e., dynamic data from your WordPress website and from within recipes) to fill out the fields. To use a token, click the **Asterisk** in a field and select the corresponding token. For example, we have selected the “First Name” token from the “First Name” field in our WPForms form to use in the “FNAME” field of our Mailchimp audience. [![Mailchimp field mapping interface in Uncanny Automator. The user is selecting the token for “First Name” to populate the "FNAME" field from a dropdown list triggered by clicking the asterisk icon.](https://automatorplugin.com/wp-content/uploads/2023/05/first-name-automator-token-from-wpforms-form-1024x819.png "first-name-automator-token-from-wpforms-form")](https://automatorplugin.com/wp-content/uploads/2023/05/first-name-automator-token-from-wpforms-form.png) Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to complete your first Automator recipe connecting Mailchimp to WordPress. All you have to do is toggle the recipe from **Draft** to **Live**. [![Automator recipe showing how to connect WordPress to Mailchimp: when a user submits a WPForms contact form, they're automatically added to a Mailchimp audience. The “Recipe” box is highlighted, showing the recipe is “Live”.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-1-live-1024x624.png "connect-mailchimp-to-wordpress-automator-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-1-live.png) That’s it! You’ve successfully created your first Mailchimp and WordPress integration. If you haven’t already, now is a good time to grab your Automator Pro license and unlock even more triggers, actions, and features that we’ll explore in the next section. [**Connect Mailchimp to WordPress with Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **Add WordPress Users to Mailchimp in Bulk** Now that you’ve mastered the basics of creating Automator recipes, let’s take a look at a recipe that makes good use of some Automator Pro features. [![Uncanny Automator recipe that uses a manual trigger and user loop to connect Mailchimp to WordPress by adding all non-administrator users to a Mailchimp audience.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-2-1024x891.png "connect-mailchimp-to-wordpress-automator-recipe-2")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-2.png) In the recipe pictured above, we’re able to add multiple WordPress users to our Mailchimp audience(s) with the click of a button. No files. No spreadsheets. No code. Just one click. Here’s how we did it: **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Everyone**. Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “User loop to add WordPress users to a Mailchimp audience with the Run now integration”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select “Trigger recipe manually”. **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add** and select **User loop**. [![A close-up of the Uncanny Automator interface showing the "Add" dropdown menu expanded, with "User loop" highlighted. This option allows looping through multiple users in an automation workflow.](https://automatorplugin.com/wp-content/uploads/2025/03/add-user-loop.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2025/03/add-user-loop.png) Within the *Loop* panel, click **Add action** and select **Mailchimp**. From the dropdown list that appears, select “Add the user to an audience”. Just as before, Automator will present you with a form to fill out the users’ contact information in Mailchimp. Just as before, you can fill out this information using tokens. However, this time you will want to use “Loop” tokens. [![A user selects the "User first name" token from the Loop options in an Uncanny Automator recipe while mapping user data fields for Mailchimp. The token is being added to the FNAME field in the value column.](https://automatorplugin.com/wp-content/uploads/2023/05/automator-user-first-name-loop-token-990x1024.png "automator-user-first-name-loop-token")](https://automatorplugin.com/wp-content/uploads/2023/05/automator-user-first-name-loop-token.png) Once you’re finished click Save. **Step 4: Configure Your Loop Filter(s)** As the recipe is right now, it will add every user who isn’t a site Administrator in WordPress to Mailchimp. Now, for your purposes, that may be fine. However, if you would like to select a smaller subset of WordPress users, you can use *Loop filters*. To edit an existing loop filter, simply hover the filter and click the **Edit** icon. [![Uncanny Automator user loop filter showing only users who do not have the WordPress Administrator role, with an arrow pointing to the “Edit filter” option.]To add another filter, simply click Filter users.](https://automatorplugin.com/wp-content/uploads/2023/05/automator-edit-user-loop-filter-1024x612.png "automator-edit-user-loop-filter")](https://automatorplugin.com/wp-content/uploads/2023/05/automator-edit-user-loop-filter.png) **Step 5: Run now!** All you have to do to start adding hundreds or even thousands of WordPress users to Mailchimp is click **Run now** and let Automator do the rest of the work. Ready to upgrade to Automator Pro to unlock more features like Loops? [**Get Automator Pro now >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Connect Mailchimp to WordPress** Believe it or not, we’ve just scratched the surface of what’s possible by integrating Mailchimp with WordPress using Automator. If you’re looking for more ways to automate your lead generation and email marketing workflows, try out these powerful automations. ### **Tag Woo Customers in Mailchimp** [![Uncanny Automator recipe to connect Mailchimp to WordPress by tagging logged-in users in Mailchimp when they view any WooCommerce product. The recipe triggers after one view and applies a Mailchimp tag automatically.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-3-1024x625.png "connect-mailchimp-to-wordpress-automator-recipe-3")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-3.png) Tag your Woo customers in Mailchimp based on their product views and/or product purchases. You can use these tags for targeted email marketing campaigns based on interest. Or deliver timely product information and updates. [![Mailchimp automation workflow in Uncanny Automator showing conditional logic: if a user has not purchased a specific WooCommerce product, a Mailchimp tag is added, then removed after a 30-day delay.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-3-actions-979x1024.png "connect-mailchimp-to-wordpress-automator-recipe-3-actions")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-3-actions.png) You can even set a filter to only add the tag if a user has not already purchased the product and a secondary action with a delay to remove the tag if the user purchases the product within a given timeframe. ### Grow Your Mailchimp Audience with [Advanced Coupons](https://automatorplugin.com/share/advanced-coupons-bf2022) [![Uncanny Automator recipe showing how to connect Mailchimp to WordPress by creating or updating a WordPress user when a contact is added to any Mailchimp audience, and rewarding them with $10 store credit using Advanced Coupons.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-4-1024x822.png "connect-mailchimp-to-wordpress-automator-recipe-4")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-4.png) With the previous recipes, we showed you how easy it is to automatically add new registrants or customers to your Mailchimp audience. Nevertheless, it can still be a challenge to get new customers to sign up for your mailing list. With the recipe pictured above, however, we’re able to automate our incentive program. Whenever a new contact is (automatically) added to our Mailchimp audience, they will (automatically) receive $10 in store credit with the [**Advanced Coupons**](https://automatorplugin.com/share/advanced-coupons-bf2022) plugin. ### **Launch Mailchimp Campaigns From WordPress** [![Automator recipe demonstrating how to connect Mailchimp to WordPress by automatically creating and sending a Mailchimp campaign whenever a user publishes a new WordPress post.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-5-1024x623.png "connect-mailchimp-to-wordpress-automator-recipe-5")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-5.png) Growing your Mailchimp audience isn’t the only task that you can automate. The recipe picture above is one of the most powerful automations you can create with Mailchimp and Automator. You can automatically launch entire Mailchimp email campaigns based on actions on your WordPress website. Additionally, because you’ve connected your Mailchimp account to Automator, you’ll be able to target your campaigns with your existing tags and segments. Most importantly, you can use your existing Mailchimp email templates and populate them with Automator tokens. ### Connect Mailchimp to [LearnDash](https://automatorplugin.com/share/learndash) or [BuddyBoss](https://automatorplugin.com/share/buddyboss/) [![Automator recipe showing how to connect Mailchimp to WordPress by tagging users in Mailchimp when they enroll in a LearnDash course or join a BuddyBoss group. The trigger is set to fire on either action, and the user’s email is used to assign the tag.](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-6-1024x731.png "connect-mailchimp-to-wordpress-automator-recipe-6")](https://automatorplugin.com/wp-content/uploads/2023/05/connect-mailchimp-to-wordpress-automator-recipe-6.png) Saying, “Auf wiedersehen,” to your Mailchimp contacts is never easy. It’s even more painful when you have to manually remove those contacts from the [**LearnDash**](https://automatorplugin.com/share/learndash) courses and/or [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) groups that their subscription gave them access to. With the recipe pictured above, however, you can automate the process of removing contacts from your course or group offerings whenever they unsubscribe from your Mailchimp audience. ## ****Frequently Asked Questions**** **Can I connect Mailchimp to WordPress for free?** Yes, you can connect Mailchimp to WordPress for free with Uncanny Automator. [Install and activate](https://wordpress.org/plugins/uncanny-automator/) Automator on your WordPress website and register your account to receive a limited number of complimentary app credits. Once your credits run out, [**upgrade to Automator Pro**](https://www.automatorplugin.com/pricing) and unlock even more triggers, actions, and powerful features. **Can I add WordPress users to a Mailchimp audience?** Yes, with Uncanny Automator you can automatically subscribe new WordPress users to your Mailchimp audiences. Whether you’re using default WordPress registration, WooCommerce, LearnDash, or any supported plugin, Automator can seamlessly handle the integration, synchronizing your WordPress user list with your Mailchimp audiences. **Is it possible to tag subscribers in Mailchimp based on WordPress activity?** Yes, with Automator you can tag Mailchimp contacts based on specific WordPress actions like course completions, product purchases, or membership changes. This helps personalize your email marketing campaigns by segmenting users based on real behavior. ## **Conclusion** In this blog post, we showed you how to connect Mailchimp to WordPress. We showed you what makes Uncanny Automator the #1 integration and workflow automation tool, and gave you some ideas for Mailchimp and WordPress integrations. No coding, no headaches, and no missed opportunities to grow your email list. From syncing form submissions to tagging users based on WooCommerce purchases, Automator gives you complete control over how and when data flows to Mailchimp. It’s the easiest way to build smarter, more targeted email marketing workflows—right inside WordPress. You now have everything you need to create a fully-automated Mailchimp and WordPress integration that is totally bananas! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Convert Unix Timestamps to Dates in Google Sheets & Airtable](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/) **Published:** January 12, 2023 **Author:** Brendan Da Costa **Content:** **In this quick how-to, we’ll explain what Unix timestamps are and, more importantly, how to convert Unix timestamps to dates in Google Sheets and Airtable.** ![How to Convert Unix Timestamps to Dates in Any App Feature Image](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Convert-Unix-Timestamps-to-Dates-in-Any-App-Feature-Image.png)If you’re unfamiliar with Unix and Epoch time, strings of numbers like 1671408000 probably just look like computer gibberish. However, as intimidating as those numbers might appear, we promise you, you haven’t slipped into the matrix—not yet, at least. You’ve come to the right place to learn all about Unix and Epoch time and how to convert those strings of numbers into date and time formats that don’t make your head spin. At the end of this quick tutorial, we’ll show you some cool ways to use Unix timestamps in everyday workflows. ## **What Is a Unix Timestamp?** Unix time is simply a measurement of the number of seconds that have elapsed since January 1, 1970. Seriously. That’s it. That’s what all the fuss is about. Given that there are 24 hours in a day and that each hour consists of 60 minutes and that, in turn, each minute consists of 60 seconds, each day in Unix time has a value of 86,400 (i.e., 24 × 60 × 60). To give you a better idea, here are a few examples of dates and times represented in Unix time: January 1, 1970 12:00:00 AM —— 0 March 11, 1989 3:00:00 PM —— 605631600 July 16, 2006 10:00:00 AM —— 1153044000 October 5, 2022 7:41:00 PM —— 1633462860 As a fun exercise, [click here](https://www.unixtimestamp.com/) to learn more about Unix time and check out the running Coordinated Universal Time (UTC) clock, converter and reference chart. ## **What Is Epoch Time?** In your search to make sense of number strings like 788400000, you may have across the terms *Epoch*, *Epoch time* or *Unix epoch*. While computer programmers often use these terms interchangeably, it’s worth noting that *Unix time* and *Epoch time* are not necessarily the same thing. In computing, an *epoch* refers to the date and time relative to which a computer’s internal clock and system calculates its timestamps. In other words, an *epoch* can be any date with time 00:00:00. By that definition, the *Unix epoch* is, as we have recently discovered, January 1, 1970 00:00:00. Because so many computing systems and programming languages use the *Unix epoch*, it is practically ubiquitous. However, other notable *epochs* include January 1, 1601 (Windows API) and January 1, 1900 (Network Time Protocol). There’s also the Coffee Epoch (a.k.a., the How We Start Our Day Epoch). ## ****How to Convert Unix Time to Dates in Google Sheets**** If you can multiply, divide and add, you can easily convert Unix time into a date format that doesn’t resemble coordinates on a global positioning system. **Step 1: Set Up Your Google Sheet** How you configure your spreadsheet will depend on your own needs. For illustrative purposes, we’ve set up a simple spreadsheet that an eCommerce business might have. [![Google Sheets worksheet titled "Unix Time Converter" with five columns: Order ID, Customer Email, Date and Time (Unix), Date and Time (UTC), and Date and Time (Local).](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-ecommerce-worksheet-example-1024x708.png "google-sheets-ecommerce-worksheet-example")](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-ecommerce-worksheet-example.png) We’ve labeled Column C “Date and Time Unix”. This will be the column where we input our Unix timestamps. Given that Unix timestamps only exist in integers, you can format the cells accordingly. To do so, select the column that you’ll use for Unixstamps then navigate to **Format > Number > Number** and reduce the decimal places by two (2). [![A Google Sheets worksheet with the "Format" menu open. The user is selecting Format > Number > Number to apply number formatting.](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-cell-format-number-number-1024x749.png "google-sheets-cell-format-number-number")](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-cell-format-number-number.png) Similarly, for any columns in your worksheet where you will input dates, change the format to “Date time”. *Date time*. [![A Google Sheets worksheet with the "Format" menu open. The user is selecting Format > Number > Date time to apply number formatting.](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-cell-format-number-date-time-1024x735.png "google-sheets-cell-format-number-date-time")](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-cell-format-number-date-time.png) **Step 2: Convert Unix Time to Dates** Unfortunately, there are no simple formulas for converting Unix time into money. But there is an easy formula for converting any Unix timestamp into a date. To convert Unix time to a date in Google Sheets, use the “epochtodate” formula. To use the “epochtodate” formula, select the cell where you want to display dates. Copy and paste the formula below: ``` =epochtodate([cell], 1) ``` The first part of the formula, “timestamp”, is the Unix time integer. Replace “\[cell\]” in the formula above with the cell containing your Unix timestamp in your own worksheet. The second value, “time\_unit”, denotes whether the Unix time is in seconds, milliseconds, or microsends. [![A Google Sheets worksheet shows a formula being entered in cell D2: =epochtodate(C2, 1), which converts a Unix timestamp in cell C2 to a human-readable date.](https://automatorplugin.com/wp-content/uploads/2023/01/epochtodate-formula-google-sheets-1024x303.png "epochtodate-formula-google-sheets")](https://automatorplugin.com/wp-content/uploads/2023/01/epochtodate-formula-google-sheets.png) That’s it! You’ve just converted Unix time to dates—and it only took you two steps! It’s not exactly time travel but it is a pretty nifty time conversion trick. Note: You can change the format of the cells in your results column (the column we’ve labeled *Date and Time*) by navigating to **Format > Number > Custom date and time**. [![A Google Sheets worksheet with the "Format" menu open. The user is selecting Format > Number > Custom date time to apply number formatting.](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-cell-format-number-cstom-date-time-1024x797.png "google-sheets-cell-format-number-cstom-date-time")](https://automatorplugin.com/wp-content/uploads/2023/01/google-sheets-cell-format-number-cstom-date-time.png) ## ****How to Convert Unix Time to Dates in Airtable**** If you’re using a database like Airtable, you can still convert Unix timestamps to dates. In fact, with AirTable’s processing power, it wouldn’t surprise us if you did, incidentally, discover the formula for time travel. **Step 1: Configure Your Base** Just as with Google Sheets, the exact configuration of your Airtable base will depend on your specific needs. Regardless, you’ll have to include a table with at least two columns; “Unix Time” for inputting Unix timestamp values, and “Date and Time” for displaying dates: ![Airtable database with "Unix Time" and "Date and Time" fields, configured to convert Unix timestamps to dates.](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Convert-Unix-Timestamps-to-Dates-in-Any-App-8-—-Airtable-Unix-Time-Converter.png)**Step 2: Edit Your Unit Time Field** Either create or edit a field to be a “Number” with no decimal places and no thousand separator. [![A settings panel in Airtable for a field labeled "Unix Time". The user has selected a “Number” field with no decimals or thousands separator to match Unix timestamp formatting](https://automatorplugin.com/wp-content/uploads/2023/01/airtable-field-number-no-decimal-no-thousand-separator-805x1024.png "airtable-field-number-no-decimal-no-thousand-separator")](https://automatorplugin.com/wp-content/uploads/2023/01/airtable-field-number-no-decimal-no-thousand-separator.png) This will be the field with your Unix timestamps. **Step 3: Edit Your Date Field** Edit or create a field to be a “Formula”. **Manually type (do not copy and paste)** the following formula into the “Formula” field: ``` “DATEDADD(‘1/1/1970’,{Unix Time},’seconds’) ``` [![A settings panel in Airtable for a field labeled "Date and Time". The user has selected a “Formula” field and entered a “DATEDADD” formula.](https://automatorplugin.com/wp-content/uploads/2023/01/airtable-field-formula-dateadd.png "airtable-field-formula-dateadd")](https://automatorplugin.com/wp-content/uploads/2023/01/airtable-field-formula-dateadd.png) Note: You may need to edit the formula above depending on what name you’ve given to your *Unix Time* field. If you’ve chosen a name other than *Unix Time*, then replace *{Unix Time}* with *{Your Field Name}* and leave the rest of the formula unchanged. Test out your Airtable time converter with the dates and times from our previous example. ![Airtable database with "Unix Time" and "Date and Time" fields. The user is testing a formula to convert Unix timestamps to dates.](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Convert-Unix-Timestamps-to-Dates-in-Any-App-11-—-Airtable-Unix-Time-Converter.gif)Note: Airtable stores data in Greenwich Mean Time (GMT). This means that your date will be displayed in GMT as well. If you want to **adjust the timezone**, you can use this slight variation of the same formula: DATEADD(DATEADD(‘1/1/1970’, {Unix Time}, ‘seconds’), -5, ‘hours’). **Replace “-5” with your desired timezone’s GMT offset.** Remember, **you must type the formula** in Airtable. Do not copy and paste it. ## Save (Unix) Time with [Uncanny Automator](https://automatorplugin.com/pricing) Now that you’ve mastered the art of converting time, **you can start saving it.** [**Uncanny Automator**](https://www.automatorplugin.com/pricing) **is the #1 automation and integration plugin** for WordPress websites. Using simple combinations of triggers and actions, you can connect all of your favorite apps and plugins, enabling you to **work less, do more, and cut costs** while you’re at it. [![Uncanny Automator mascot, U-Bot.](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png "cropped-mascot-icon-512px.png")](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png) So, who exactly is Automator for? Well, with a lightweight free version, **Automator is for every WordPress user**. - **eCommerce Automation:** Track sales (anonymous shoppers or logged-in users), create AI-powered personal shopping assistants, integrate with your CRM, manage inventory at scale, synchronize shops across sites. Anything to help you work less and sell more. - **Marketing Automation:** Create seamless integrations with your CRM and any of your other apps and plugins. From capturing leads to calculating lifetime value, Automator gives you the power to create fully customizable customer profiles, automate segmentation, and personalize communications. - **Content Automation:** Automate the creation of blog posts, SEO-friendly titles, excerpts, product descriptions, social media blurbs, and even AI images right from your WordPress website. No other plugin lets you type less to say more. - **Membership Automation:** From registering new members to managing access, Automator makes it easy to turn your WordPress website into a walled garden. Addons like [**Restrict Content**](https://automatorplugin.com/restrict-content-addon) and [**User Lists**](https://automatorplugin.com/custom-user-fields-addon) give you all of the functionality necessary to connect with your members. - **Everything Else:** Whatever tasks you need to perform on your WordPress website, Automator’s U-Bot has you covered. Whether you want to automate support ticket triage or webinar enrollment, Automator is the tool for the job. Ready to upgrade your WordPress workflows? [**Try Automator Pro—integrate anything, automate everything >>>**](https://www.automatorplugin.com/pricing) Google Sheets and Airtable are just two of Automator’s exhaustive list of the most popular and powerful integrations. [**See which of your apps and plugins**](https://www.automatorplugin.com/integrations) you can start integrating and automating today. ### **Getting Started With Automator** For WordPress users, converting Unix time to different date formats and time zones can seem daunting. However, with Automator, it can all happen behind the scenes as you can focus on what matters most—your customers, your content, your company. Here’s how to get started converting Unix timestamps to dates in WordPress with Automator: 1. **Install and Activate Automator** on your WordPress website. Setting up is like any other plugin, however you can find [detailed instructions here](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/). 2. Navigate to **Automator > Add new**, select your recipe type, and name your new recipe. 3. Configure your trigger. For example, if you run a Woo store, you might select **Woo > A user pays for, completes, lands on a thank you page for an order with a product**. 4. Configure your action. Click **Add action** and select **Google Sheets > Create a row in a Google Sheet**. 5. Select the “Spreadsheet” and “Worksheet” where you want to send your Unix timestamps. Automator will load the columns. (Note: Automator will treat the first value in each column as that column’s title.) 6. **Fill in the values using tokens** (i.e., dynamic data from your WordPress website and from within recipes) and static data as necessary. To use a token, click on the **Asterisk** in a field and select the corresponding token. For example, select the “Current Unix timestamp” token. [![Automator token selector, displaying a user selecting the Date and time > Current Unix timestamp token.](https://automatorplugin.com/wp-content/uploads/2023/01/automator-current-unix-timestamp-token.gif "automator-current-unix-timestamp-token")](https://automatorplugin.com/wp-content/uploads/2023/01/automator-current-unix-timestamp-token.gif) 7. Automator allows you to enter Google Sheets formulas in the “Value” cells. For example, in our “Date and Time (UTC)” cell, we have entered: ``` =epochtodate({{current_unix_timestamp}}, 1) ``` 8. To adjust the time zone, you can enter this formula: ``` =epochtodate({{current_unix_timestamp}}, 1)-time(5,0,0) ``` [![WooCommerce tokens mapped to Google Sheet columns in Automator. Unix timestamp is used to populate date fields, with =epochtodate() converting values to readable formats.](https://automatorplugin.com/wp-content/uploads/2023/01/automator-tokens-for-google-sheets-worksheet-1024x489.png "automator-tokens-for-google-sheets-worksheet")](https://automatorplugin.com/wp-content/uploads/2023/01/automator-tokens-for-google-sheets-worksheet.png) 9. Click Save and toggle your recipe from **Draft** to **Live**. [![Automator recipe that creates a new row in Google Sheets when a user pays for a WooCommerce order. The recipe automatically converts Unix timestamps to dates in Google Sheets.](https://automatorplugin.com/wp-content/uploads/2023/01/automator-recipe-to-convert-unix-timestamps-to-dates-in-google-sheets-1024x662.png "automator-recipe-to-convert-unix-timestamps-to-dates-in-google-sheets")](https://automatorplugin.com/wp-content/uploads/2023/01/automator-recipe-to-convert-unix-timestamps-to-dates-in-google-sheets.png) That’s it! You’ve successfully created a recipe that automatically converts Unix timestamps from your WordPress website to dates in Google Sheets. ### **Upgrade to Pro and Save Even More Time** If you have Automator Pro, you can skip all of the formulas and take advantage of Automator’s Formatter integration. [![Formatter integration in Uncanny Automator set to convert a date from an automatically recognized format into the format “Mmm DD, YYYY” (e.g., May 15, 2025). The action is in draft mode.](https://automatorplugin.com/wp-content/uploads/2023/01/automator-formatter-convert-date-from-format-to-format-1024x777.png "automator-formatter-convert-date-from-format-to-format")](https://automatorplugin.com/wp-content/uploads/2023/01/automator-formatter-convert-date-from-format-to-format.png) Simply select the “Input”, the format of the original date and time, and then the output format that you are looking for. [**Upgrade to Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **What is a Unix timestamp?** A Unix timestamp is the number of seconds (or milliseconds/microseconds) that have elapsed since January 1, 1970, at 00:00:00 UTC (known as the Unix epoch). It’s commonly used in databases and APIs to record time. **Why do I need to convert Unix timestamps?** Unix timestamps are not human-readable. Converting them into standard date and time formats helps you understand, analyze, and present your data more clearly. Additionally, converting timestamps to dates can help you synchronize and integrate your various apps and plugins. **What’s the easiest way to convert Unix timestamps in Google Sheets?** You can use the “epochtodate” function. For example, “=epochtodate(A2, 1)”. This will convert a Unix timestamp in seconds (from cell A2) into a human-readable date. You can also use 2 for milliseconds and 3 for microseconds. **How do I convert Unix timestamps in Airtable?** In Airtable, you can use the following formula: DATEADD(‘1/1/1970’, {Unix Time}, ‘seconds’). Replace {Unix Time} with your timestamp field. This adds the number of seconds to the Unix epoch start date. **How can I account for time zones when converting Unix timestamps to dates?** Both Google Sheets and Airtable have default time zones for storing data and, subsequently, converting timestamps. To adjust for your local time zone (for example, GMT), add or subtract the appropriate number of hours from the default time zone. In Google Sheets, that formula would look like this: =epochtodate(A2, 1)-time(5,0,0) In Airtable, that formula would look like this: DATEADD(DATEADD(‘1/1/1970’, {Unix Time}, ‘seconds’), -5,’hours’) Note: Time zone offsets vary with Daylight Saving Time. **Can I convert regular dates back to Unix timestamps?** Yes, you can convert regular dates into Unix timestamps. The simplest way to accomplish this is with an Automator Pro license to unlock the Formatter integration. This integration allows you to convert date formats of all kinds into Unix timestamps and vice versa. ## **Conclusion** With your new knowledge of Unix timestamps and the power of Automator at your fingertips, you may just become a master horologist! How do you intend to use your Unix timestamps? What are some of the workflows that you would like to see? Let us know in the comments section below. Until then, do what the Unix clock does and keep ticking! Happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Use Cases --- ### [How to Connect OpenAI to WooCommerce and 4+ Smart eCommerce Automations](https://automatorplugin.com/how-to-connect-openai-to-woocommerce-and-4-smart-ecommerce-automations/) **Published:** May 12, 2025 **Author:** Brendan Da Costa **Content:** *Connect OpenAI to WooCommerce with Uncanny Automator to generate AI-powered product descriptions and automate your store—no coding needed.* [![Automator’s mascot, U-Bot, positioned between the OpenAI and WooCommerce logos, symbolizing how to connect OpenAI to WooCommerce for seamless integration.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-featured-image.jpg "connect-openai-to-woocommerce-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-featured-image.jpg) Artificial intelligence is no longer a hope for a distant future, or an unaffordable advantage available to big businesses alone. **Today, in eCommerce, AI is the new normal.** In fact, [**almost 90% of** ](https://ascendixtech.com/how-many-ai-companies-are-there/#Number%20of%20Companies%20Using%20AI)**[companies](https://ascendixtech.com/how-many-ai-companies-are-there/#Number%20of%20Companies%20Using%20AI) are already either using or exploring ways to use AI** in their business. And it’s not hard to understand why. For all eCommerce tasks, from marketing personalization to real-time analytics, AI is a game-changer. In this article, we’ll show you how to **connect** [**OpenAI**](https://automatorplugin.com/share/openai/) **to** [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) using [**Uncanny Automator**](https://www.automatorplugin.com/pricing)—no code, no upfront costs, just smarter eCommerce. By the end, you’ll be ready to auto-generate SEO-friendly product descriptions, enhance customer engagement, and unlock AI-powered workflows that grow your store. We’ll even show you **how to set up a basic virtual shopping assistant!** Let’s dive in. ## Why [Automator](https://automatorplugin.com/pricing) is the Best [OpenAI](https://automatorplugin.com/share/openai/) [WooCommerce](https://automatorplugin.com/share/woocommerce/) Plugin Integration **[Uncanny Automator](https://www.automatorplugin.com/pricing)** is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins. [![Automator’s U-Bot points to a laptop screen displaying the OpenAI and WooCommerce logos, promoting the ability to connect OpenAI to WooCommerce and automate eCommerce tasks without coding.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-automator-home.jpg "connect-openai-to-woocommerce-automator-home")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-automator-home.jpg) When it comes to creating an OpenAI WooCommerce integration, Automator stands out for a few reasons: - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can connect OpenAI to WooCommerce for free and generate content for less than $0.01! - **Ease-of-Use:** Automator’s click-and-play interface gives users the ability to harness the power of AI without having to write a single line of code. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Deep integration:** Unlike other OpenAI WooCommerce integration plugins, Automator is fully integrated with both OpenAI and Woo. In other words, Automator allows you to use all of OpenAI’s features for your eCommerce business, from text and images to analysis and translation. Here are just some of the AI-powered eCommerce tasks you can perform with Automator: - **Create unique, SEO-optimized content** using GPT-4, tailored to each product. - **Automatically promote new products** on social media with compelling AI-written posts. - **Respond to customer reviews or questions** with helpful, on-brand replies powered by GPT. - **Offer personalized recommendations** with AI-powered logic based on purchase behavior, form submissions, or subscription status. Whether you sell five products or five thousand, connecting OpenAI to WooCommerce lets you work smarter, not harder—and Automator makes it effortless. [**Get intelligent eCommerce with an Automator Pro license >>>**](https://www.automatorplugin.com/pricing) Not ready to get Automator Pro yet? No worries. You can still connect OpenAI to WooCommerce with Automator for FREE! Simply [**install and activate**](https://wordpress.org/plugins/uncanny-automator/) the free version of Automator and [**register your account**](https://automatorplugin.com/app-credits/) to receive a limited number of app credits. Once your credits run out, you can upgrade to Automator Pro for unlimited credits and even more automation features. ## **How to Connect OpenAI to WooCommerce** Creating an OpenAI WooCommerce integration only takes a few minutes (and no code) with Uncanny Automator. 1. **Purchase an** [**Automator Pro**](https://www.automatorplugin.com/pricing) **license or** [**install and activate**](https://wordpress.org/plugins/uncanny-automator/) Automator on your WordPress website. (Note: If you install the free version of Automator, you’ll need to register your account to receive limited complimentary app credits.) 2. From your [OpenAI Platform](https://platform.openai.com/account/api-keys), create and copy a new secret API key. 3. From your WordPress Admin Dashboard, navigate to **Automator > Settings > App Integrations** and paste your secret API key in the corresponding field. (**Note:** If you would like a detailed guide on connecting OpenAI to your WordPress website, you can find our [Knowledge Base article here](https://automatorplugin.com/knowledge-base/open-ai/).) That’s it! You’re now ready to create your first Automator recipe connecting OpenAI to WooCommerce. In the next section, we’ll walk you through setting up your first Automator recipes. ## **4+ OpenAI WooCommerce Integrations for Smarter eCommerce** Now that you have Automator installed and activated on your WordPress website, it’s time to power up your Woo business with AI. From product descriptions to virtual shopping assistants, these Automator recipes will have your eCommerce business running smoothly—and smartly. ### **1. Auto-Generate Product Descriptions** [![Automator recipe showing an OpenAI WooCommerce plugin integration to generate a product description with the GPT model with a product is published.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-1-1-1024x737.png "connect-openai-to-woocommerce-recipe-1")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-1.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-woo-product-is-published-generate-a-description-with-openai/) In the recipe pictured above, we’re able to **use OpenAI’s GPT model to write a product description** whenever a new product hits our shelves. We can use this recipe to cut back on the time we spend writing product descriptions and optimize our descriptions using AI’s broad knowledge of marketing strategies. Later, we’ll show you variations of this recipe to update and optimize the product description for our entire catalog with the click of a button. Here’s how we did it: **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “When a Woo product is set to “pending”, generate an OpenAI description”. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **WordPress**. (Woo products act like WordPress “posts”, that’s why you’ll need to select WordPress even though this automation integrates OpenAI with Woo.) [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/05/image-13.png "automator-wordpress-integration")](https://automatorplugin.com/wp-content/uploads/2023/05/image-13.png) From the dropdown list that appears, select **A user publishes a post**. [![Automator trigger selection for WordPress Core integration, highlighting “A user publishes a post”.](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-1024x467.png "wordpress-trigger-a-user-publishes-a-post")](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post.png) Automator will then prompt you to select a *Post type*. From the dropdown list, select “Product”. Once you’re finished, click **Save**. **Step 3: Configure Your Primary Action** In the *Actions* panel, click **Add** and select **OpenAI**. [![openai-integration-connected](https://automatorplugin.com/wp-content/uploads/2024/11/openai-integration-connected.png "openai-integration-connected")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-integration-connected.png) From the dropdown list that appears, select **Use a prompt to generate text with the GPT model**. [![openai-action-use-a-prompt-to-generate-text-with-gpt](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-use-a-prompt-to-generate-text-with-gpt-1024x475.png "openai-action-use-a-prompt-to-generate-text-with-gpt")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-use-a-prompt-to-generate-text-with-gpt.png) Automator will present you with a form to configure your prompt. After selecting a *Model*, *Temperature*, and *Maximum length*, you can then craft your *System Message* and *Prompt*. Use Automator’s *tokens* to give the GPT model more information about your eCommerce business and the specific product for which you want a product description. To select a token, click on the **Asterisk** in any given field. For example, in the *System Message* field, we might include the “Site name” and/or “Site tagline” tokens to help the GPT understand our brand’s voice and identity. [![Dropdown menu under "System message" showing token options "Site name" and "Site tagline" selected.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-openai-system-message-site-name-tagline-tokens-1024x582.png "automator-openai-system-message-site-name-tagline-tokens")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-openai-system-message-site-name-tagline-tokens.png) Next, in the *Prompt* field, use tokens from your trigger to tell the GPT more about the product it will be describing. You can also use Automator’s “Post meta” token to retrieve even more information about the product. (**Pro tip:** Combine Automator with Advanced Custom Fields to create your own meta data for your Woo products. [**Find out how here >>>**](https://automatorplugin.com/how-to-use-advanced-custom-fields-with-uncanny-automator/).) For example, a detailed prompt that includes tokens for context might look something like this: [![OpenAI prompt field showing dynamic tokens used to generate a WooCommerce product description, including product title, attributes, and target audience.](https://automatorplugin.com/wp-content/uploads/2025/05/product-description-prompt-for-openai-1024x935.png "product-description-prompt-for-openai")](https://automatorplugin.com/wp-content/uploads/2025/05/product-description-prompt-for-openai.png) Once you’re finished, click **Save**. **Step 4: Configure Your Secondary Action** With the trigger and action that we’ve configured thus far, GPT will write our product description. Now, we just have to update our product with the new description. In the *Actions* panel, click **Add action** and select **WordPres**. From the dropdown list that appears, **Update the content of a post**. Automator will prompt you to select a *Post type* and then the specific post that you want to update. First, under *Post type*, select “Product”. Next, under *Post* select **Use a token/custom value > Post ID**. [![User selects “Product” post type and then uses the “Post ID” token from the Automator recipe trigger to select a specific post.](https://automatorplugin.com/wp-content/uploads/2025/05/post-type-product-select-token-post-id.gif "post-type-product-select-token-post-id")](https://automatorplugin.com/wp-content/uploads/2025/05/post-type-product-select-token-post-id.gif) In the *Content* field, enter the “Response” token from the OpenAI action. [![In the WordPress content editor, an OpenAI “Response” token is inserted into the content area by clicking the asterisk in the top right corner, indicating dynamic insertion of an OpenAI-generated response.](https://automatorplugin.com/wp-content/uploads/2025/05/wordpress-content-field-openai-response-token-1024x981.png "wordpress-content-field-openai-response-token")](https://automatorplugin.com/wp-content/uploads/2025/05/wordpress-content-field-openai-response-token.png) Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to power your Woo store with AI. All you have to do is toggle the recipe from *Draft* to *Live*. [![Automator recipe showing an OpenAI WooCommerce plugin integration to generate a product description with the GPT model with a product is published. The “Recipe” box is highlighted showing the recipe is live.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-1-live-1024x749.png "connect-openai-to-woocommerce-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-1-live.png) That’s it! You have successfully integrated AI into your WooCommerce business. But why stop there? If you’re ready to generate and optimize all of your product descriptions with the click of a button, try the Automator recipe pictured below. [![Automator recipe using a post loop to connect OpenAI to WooCommerce and generate product descriptions in bulk.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-2-1024x886.png "connect-openai-to-woocommerce-recipe-2")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-2.png) Using Automator’s *Post Loops* feature, we can update some or all of our Woo product descriptions with AI simply clicking one big, blue button. Features such as *Post Loops*, *Data Formatter*, and unlimited app credits are available with Automator Pro. [**Do the intelligent thing—upgrade to Automator Pro >>>**](https://automatorplugin.com/pricing/) ### **2. Use AI to Enhance Social Proof** [![Automator recipe to connect OpenAI to WooCommerce and auto-correct positive product reviews before posting to X and Discord.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-3-1024x842.png "connect-openai-to-woocommerce-recipe-3")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-3.png) In the world of eCommerce, you’re only as good as your best review—so make sure it’s grammatically correct! Using OpenAI’s GPT-4 and Automator, you can simplify the process of creating social proof by correcting the spelling and grammar of your top reviews. Then, with Automator’s social media integrations for WordPress, you can boost your digital word-of-mouth marketing with posts to **X**, [**Discord**](https://automatorplugin.com/share/discord/), [**Bluesky**](https://automatorplugin.com/share/bluesky/), [**Facebook**](https://automatorplugin.com/share/facebook/), and more. ### **3. Perform Sentiment Analysis** [![Recipe to connect OpenAI to WooCommerce for sentiment analysis of product reviews and auto-log results to Google Sheets.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-4-1024x708.png "connect-openai-to-woocommerce-recipe-4")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-4.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-user-reviews-a-woo-product-perform-sentiment-analysis-and-log-the-results-in-google-sheets/) Sentiment analysis gives eCommerce business owners a powerful way to get valuable insights and collect feedback from customers. However, it can also be a tedious process—unless you’re using the recipe pictured above. Automatically forward your latest product reviews to OpenAI’s GPT-4 for sentiment analysis. Then, using Automator’s **[Google Sheets](https://automatorplugin.com/share/google-sheets/)** integration for WordPress, you can add the results to a spreadsheet for real-time analysis. ### **4. Create a Virtual Shopping Assistant With AI** [![Recipe showing how to connect OpenAI to WooCommerce using a WPForms shopping assistant form to generate AI-powered support links and display them dynamically to the user.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-5-1024x737.png "connect-openai-to-woocommerce-recipe-5")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-openai-to-woocommerce-recipe-5.png) If you really want to be at the cutting edge of AI technology in eCommerce, implement this recipe in your Woo store. Using Automator’s Dynamic Content Blocks addon (available with Automator Pro – Elite licenses), you can create personal virtual shopping assistants for users with an account on your WordPress website. You can even **use this recipe as a lead magnet**, encouraging new site visitors to create an account with their email address so they can **unlock a totally free (totally awesome) virtual shopping assistant**. After a user submits a form detailing their needs and preferences, Automator can submit their form to GPT-4 that will generate a list of recommended products. Instead of emailing the list to users or sending it to them via WhatsApp, you can display the results in a Dynamic Block that updates immediately for that user with GPT-4’s recommendations. **Seamless, hassle-free, no code virtual shopping assistant!** [**Upgrade to Automator Pro – Elite >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Connect OpenAI to WooCommerce** Looking for more ways to integrate AI into your Woo store? Of course you are—it’s the intelligent thing to do! With OpenAI, Woo, and Automator working together, there really isn’t anything you can’t do. To identify more opportunities within your eCommerce business that are ripe for AI-driven automation, apply **Automator’s R.I.C.H framework**. Tasks that you can start automating now are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. You can try generating images, translating text, and much more. Remember, **when it comes to automation, think RICH!** ## **Frequently Asked Questions** **Are there any free OpenAI WooCommerce integration plugins?** Yes, Uncanny Automator is a free plugin that allows you to connect OpenAI to WooCommerce. Simply [install and activate](https://wordpress.org/plugins/uncanny-automator/) the plugin on your WordPress website and [register your account](https://automatorplugin.com/app-credits/) to receive limited complimentary app credits. Note, however, that each recipe with an app integration (**[OpenAI](https://automatorplugin.com/share/openai/)**, **[HubSpot](https://automatorplugin.com/share/hubspot/)**, **[Facebook](https://automatorplugin.com/share/facebook/)**, and many others) will use app credits. Get an [Automator Pro](https://www.automatorplugin.com/pricing) license to unlock unlimited app credits and powerful features. **Do I need to know how to code to use OpenAI with WooCommerce?** No, you do not need to code to use OpenAI with WooCommerce. Automator provides a visual interface—no code, just clicks. **Can OpenAI write product descriptions automatically?** Yes, by combining WooCommerce triggers with OpenAI actions, Automator can generate and update descriptions in real-time on your WordPress website. ****What OpenAI models does Automator work with?**** Uncanny Automator connects your WordPress website to all of the most popular and powerful OpenAI models. Whether you want to use GPT-4o-mini to keep costs down, or GPT-o3-mini for better reasoning at lightning speeds, Automator is fully integrated with OpenAI. ## **Conclusion** AI in eCommerce isn’t just the future—it’s happening right now. And, with Uncanny Automator, you don’t need to hire a developer, learn to code, or pay enterprise-level fees to start benefiting from it. In this post, we showed you **how to connect OpenAI to WooCommerce** using Automator’s no-code recipe builder. From auto-generating product descriptions and analyzing sentiment to building personal shopping assistants, you now have everything you need to **automate faster and sell smarter**. Whether you’re managing a handful of products or running a full-scale Woo store, Automator puts the power of GPT into your hands—without the overhead. So go ahead: save time, boost conversions, and deliver personalized shopping experiences powered by AI. Ready for intelligent automations? [**Upgrade to Automator Pro today >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Auto Post From WordPress to Social Media: Facebook, Instagram, X, and More](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) **Published:** April 29, 2022 **Author:** Sandipan **Content:** Promoting your newly published blog posts on social networking sites like Facebook, [**LinkedIn**](https://automatorplugin.com/share/linkedin-pages/) and X/Twitter can bring a lot of traffic to your website. That’s why [almost all bloggers do it](https://optinmonster.com/blogging-statistics/). However, with so many social media platforms out there, it can be a time-consuming task to share every blog post manually. That’s why you’ve probably been asking yourself, “Is there a way to automate the process of sharing content to different social platforms?” The answer, in case you haven’t guessed it yet, is “Yes! You can automatically push your new WordPress content out to social media with the [**Uncanny Automator**](https://www.automatorplugin.com/pricing) plugin.” In this article, we’ll share the step-by-step process of automatically sharing new WordPress posts to Facebook, X/Twitter, Instagram and more. Whether it’s blog posts, products, courses or pages; if you can publish it on WordPress, we’ll show you how to share it on social media. Towards the end of this post, we’ll show you some pro tips and tricks for using Automator to boost your social media engagement and grow your audience. Did someone ask for AI-optimized hashtags and tweets?! But that’s enough of a tease for now. Let’s get started. ## **7 Very Compelling Reasons Why You Should Automatically Post From WordPress to Social Media** Sharing your WordPress blog posts on social media platforms like Facebook, Instagram, LinkedIn, and X/Twitter is essential for maximizing your reach and engagement. Automating this process not only saves you time but also ensures consistency and efficiency in your social media strategy. Here are some key benefits of automatically sharing your blog posts on social media: **1. Increase Reach and Engagement** [Nearly 63%](https://www.smartinsights.com/social-media-marketing/social-media-strategy/new-global-social-media-research/) of the world’s population uses social media. And, on average, they spend more than two hours each day on various platforms. That’s a lot of potentially very attentive eyeballs. While not every one of those eyeballs falls into your market, you can bet that, with the ubiquity of social media, your key demo is there. By automatically sharing your blog posts on social media, you can tap into that wider market. This increased visibility can lead to higher engagement rates, with more likes, shares, and comments on your posts. **2. Save Time and Effort** Manually sharing your blog posts across multiple social media platforms can be time-consuming and repetitive. Automation eliminates this hassle, allowing you to focus on creating high-quality content while Uncanny Automator takes care of the distribution. With just a few clicks, you can create recipes to schedule and share your posts without lifting a finger. **3. Maintain Consistency** Posting consistently is key to building a strong online presence. By automating your social media sharing, you can ensure that your posts go out at optimal times and regular intervals across various platforms. A regular posting will help you build trust and legitimacy with your followers and keep them engaged. **4. Optimize for Each Platform** Different social media platforms have unique requirements and best practices for content. With Uncanny Automator, you can customize your posts for each platform, ensuring that your content is optimized for maximum impact. Tailor your messages, hashtags, and images to suit the preferences of each platform’s audience. **5. Track Performance and Insights** Automated sharing allows you to easily track the performance of your social media posts. By integrating your blog with analytics tools, you can monitor engagement metrics, such as likes, shares, comments, and clicks. These insights help you understand what resonates with your audience and refine your content strategy accordingly. **6. Enhance SEO** Social media shares can indirectly boost your search engine optimization (SEO) efforts. When your blog posts are shared widely on social media, they generate more traffic and backlinks to your website, which can positively impact your search engine rankings. The more your content is shared, the higher its chances of appearing in search results. **7. Drive More Traffic to Your Website** Each social media post that links back to your blog can drive significant traffic to your website. By consistently sharing your content on multiple platforms, you create multiple entry points for users to discover your site, explore your content, and engage with your brand. In conclusion, automating the sharing of your WordPress blog posts on social media is a powerful strategy to amplify your reach, save time, and maintain a consistent online presence. Uncanny Automator makes this process seamless, allowing you to focus on what you do best; creating compelling content. ## Why Use [Automator](https://automatorplugin.com/pricing) to Post to Social Uncanny Automator is the #1 automation and integration tool for WordPress websites. And, with some key features that we’ll show you later on, it can also be the best tool for sharing your WordPress content on social media. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Using simple combinations of triggers and actions called *recipes*, you can easily connect your favorite apps and plugins. For example, the trigger *A user publishes a post* can set off an action to *Post a tweet to X/Twitter*. That’s just the tip of the iceberg though. Automator features like [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/), [*delays*](https://automatorplugin.com/knowledge-base/scheduled-actions/) and [*filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/) allow you to customize your content and take control of your posting scheduling. Connecting your social media accounts to your WordPress website is easy with Uncanny Automator as we’ll show you in the following sections of this walkthrough. Want to try Automator for **FREE**? Download the [free version here](https://wordpress.org/plugins/uncanny-automator/) and register your account to receive a limited number of complimentary app credits. Once you’re convinced that Automator is the best social media manager you could ask for, [**grab an Automator Pro license and post as much as you want>>>**](https://www.automatorplugin.com/pricing). Now that you have some app credits or an Automator Pro license, let’s take a look at sharing our latest content across our various social media platforms. ## **How to Share WordPress Blog Posts to Facebook** If your primary market spends most of their online time on Facebook, you’ll love how easy this recipe makes it to share your latest content with them. [![automatically-share-new-wordpress-post-to-facebook](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-new-wordpress-post-to-facebook-1024x527.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-new-wordpress-post-to-facebook.png) Follow these steps to recreate the recipe pictured above and make it your own. (Note: You will need a [Meta Business Suite account](https://www.facebook.com/business/tools/meta-business-suite?content_id=kWRIBvKgTtl20iZ&ref=sem_smb&utm_term=meta%20business%20suite&gclid=EAIaIQobChMIxtPlrKfChgMVKQ-tBh2b5QS4EAAYASAAEgLBpvD_BwE&gad_source=1) and an existing [Business Page](https://www.facebook.com/business/tools/facebook-pages?content_id=kWRIBvKgTtl20iZ&ref=sem_smb&utm_source=GOOGLE&utm_medium=fbsmbsem&utm_campaign=PFX_SEM_G_BusinessAds_CA_EN_Brand_Exact_Desktop&utm_content=FBS-Manager_Evaluating-&utm_term=meta%20business%20suite&utm_ct=EVG&gad_source=1&gclid=EAIaIQobChMI0v6w16fChgMVIzCtBh3faw-vEAAYASABEgLVO_D_BwE) to complete this integration.) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Automatically Share New Post to Facebook”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. [![wordpress-integration](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png) From the dropdown list that appears, select *A user publishes a post*. [![wordpress-trigger-a-user-publishes-a-post](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-1024x467.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post.png) Automator will then prompt you to select the *Post type*. This could be anything from *Post* (for most bloggers) to *Course* (for elearning websites) and more. Once you’ve selected the *Post type*, click **Save**. Your completed trigger should look something like this: [![wordpress-trigger-a-user-publishes-a-course-live](https://automatorplugin.com/wp-content/uploads/2022/04/wordpress-trigger-a-user-publishes-a-course-live-1024x354.png)](https://automatorplugin.com/wp-content/uploads/2022/04/wordpress-trigger-a-user-publishes-a-course-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Facebook Pages**. [![facebook-pages-integration](https://automatorplugin.com/wp-content/uploads/2022/04/facebook-pages-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/04/facebook-pages-integration.png) If you haven’t already connected your Facebook account, you can do so now. Simply click **Connect account** in the modal that appears and follow the prompts. [![automator-connect-facebook-account](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-facebook-account-1024x459.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-facebook-account.png) (Note: Automator will guide you through connecting your Facebook account to WordPress and it shouldn’t take more than 30 seconds. However, if you would like a detailed guide, [click here](https://automatorplugin.com/knowledge-base/facebook/).) Once you’ve connected your account, return to the recipe editor and select *Publish a post with an image to a Facebook page*. [![facebook-pages-action-publish-a-post-with-an-image](https://automatorplugin.com/wp-content/uploads/2022/04/facebook-pages-action-publish-a-post-with-an-image-1024x379.png)](https://automatorplugin.com/wp-content/uploads/2022/04/facebook-pages-action-publish-a-post-with-an-image.png) (Note: The other actions **will not** display an image on the Facebook page you select, even if the post has a featured image.) Automator will present you with a form to draft the post for Facebook. We are going to use *tokens* (i.e., dynamic data from your WordPress website and from within recipes) to customize the post and optimize it for our Facebook audience. To populate a field with a token, click the **Asterisk** and select the appropriate token(s). For example, we have selected the *Post featured image URL* token for the *Image URL or Media library ID* field. [![post-featured-image-url-token](https://automatorplugin.com/wp-content/uploads/2022/04/post-featured-image-url-token.png)](https://automatorplugin.com/wp-content/uploads/2022/04/post-featured-image-url-token.png) You can now draft your message for Facebook using a combination of static text and tokens. [![draft-of-automated-wordpress-post-for-facebook](https://automatorplugin.com/wp-content/uploads/2022/04/draft-of-automated-wordpress-post-for-facebook.png)](https://automatorplugin.com/wp-content/uploads/2022/04/draft-of-automated-wordpress-post-for-facebook.png) Once you’re satisfied with your draft message, click **Save**. Your completed action should look something like this: [![facebook-pages-action-publish-a-post-with-an-image-live](https://automatorplugin.com/wp-content/uploads/2022/04/facebook-pages-action-publish-a-post-with-an-image-live-1024x365.png)](https://automatorplugin.com/wp-content/uploads/2022/04/facebook-pages-action-publish-a-post-with-an-image-live.png) **Step 5: Go Live!** You’re just about ready to automatically share your WordPress content on Facebook. All you need to do now is toggle the recipe from *Draft* to *Live*. [![automatically-share-new-wordpress-post-to-facebook-live](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-new-wordpress-post-to-facebook-live-1024x527.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-new-wordpress-post-to-facebook-live.png) Want to see how our post looks on Facebook Pages? Here it is, complete with hashtags and all! [![automated-wordpress-post-for-facebook](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-facebook-638x1024.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-facebook.png) [**Ready to start sharing your WordPress posts on Facebook? Get your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) ## **How to Share WordPress Posts on Instagram** When it comes to sharing your WordPress website’s media, few platforms offer as visually striking an interface as Instagram. [![automatically-share-wordpress-images-on-instagram](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-wordpress-images-on-instagram-1024x578.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-wordpress-images-on-instagram.png) Want to recreate the recipe pictured above? Follow the simple steps outlined below. (Note: If you’ve already connected your Facebook Pages account to your Instagram Business account, then you’re ahead of the game. Automator recognizes accounts linked through Meta Accounts Center.) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. We named this recipe “Automatically Share WordPress Images on Instagram”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. From the dropdown list, select *A user publishes a post*. Automator will prompt you to select a *Post type*. Once you’re finished, click **Save**. (Note: We created a custom post type with the [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) plugin.) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Instagram**. [![instagram-integration](https://automatorplugin.com/wp-content/uploads/2022/04/instagram-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/04/instagram-integration.png) If you haven’t already connected your Facebook Pages or Instagram account, you can do so now. Simply click **Connect account** in the modal that appears and follow the prompts. [![automator-connect-instagram-account-to-wordpress](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-instagram-account-to-wordpress-1024x456.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-instagram-account-to-wordpress.png) (Note: Automator will guide you through connecting your Instagram account to WordPress and it shouldn’t take more than 30 seconds. However, if you would like a detailed guide, [click here](https://automatorplugin.com/knowledge-base/instagram/).) Once you’ve connected your account, return to the recipe editor and select *Publish a photo to an Instagram Business account*. Select the image and draft your post using a combination of tokens and static text. Once you’re finished, click **Save**. **Step 5: Make It Insta-Worthy** You’re just about ready to automatically share your WordPress images to Instagram. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. Here’s how our post turned out. [![automated-wordpress-post-for-instagram](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-instagram-1024x640.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-instagram.png) [**Ready to share your WordPress media on Instagram? Get your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) ## How to Share WordPress Blog Posts to [LinkedIn](https://automatorplugin.com/share/linkedin-pages/) According to [**OptinMonster**](https://automatorplugin.com/share/optinmonster/), LinkedIn is the [most “effective” social media platform](https://optinmonster.com/blogging-statistics/#:~:text=Social%20Media%20Blogging%20Statistics&text=59%25%20of%20people%20will%20share,blog%20posts%20via%20social%20media.) for boosting your audience engagement. That’s why we created the recipe pictured below. [![share-new-wordpress-blog-posts-to-linkedin](https://automatorplugin.com/wp-content/uploads/2022/04/share-new-wordpress-blog-posts-to-linkedin-1024x538.png)](https://automatorplugin.com/wp-content/uploads/2022/04/share-new-wordpress-blog-posts-to-linkedin.png) If you created the previous recipes with us, then you’ll be able to breeze through this one even faster. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. We named this recipe “Share New WordPress Blog Posts to LinkedIn”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. From the dropdown list, select *A user publishes a post*. Automator will prompt you to select a *Post type*. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LinkedIn**. [![linkedin-integration](https://automatorplugin.com/wp-content/uploads/2022/04/linkedin-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/04/linkedin-integration.png) If you haven’t already connected your LinkedIn account, you can do so now. Simply click **Connect account** in the modal that appears and follow the prompts. [![automator-connect-linkedin-account](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-linkedin-account-1024x456.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-linkedin-account.png) (Note: Automator will guide you through connecting your LinkedIn account to WordPress and it shouldn’t take more than 30 seconds. However, if you would like a detailed guide, [click here](https://automatorplugin.com/knowledge-base/linkedin-pages/).) Once you’ve connected your account, return to the recipe editor and select *Publish a post with an image to a LinkedIn page*. Select the image and draft your post using a combination of tokens and static text. Once you’re finished, click **Save**. **Step 5: Get LinkedIn!** You’re just about ready to automatically share your WordPress blog posts to LinkedIn. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. Here’s how our post turned out. [![automated-wordpress-post-for-linkedin](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-linkedin-758x1024.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-linkedin.png) [**Ready to start sharing your WordPress posts on LinkedIn? Get your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) ## **How to Share WordPress Blog Posts to X/Twitter and More** As a text-based social media platform, X/Twitter can be a natural outgrowth of your blog. It doesn’t matter if you have a food blog, [thrifting blog](https://ultimatethrifting.com/), blog for your pets or whatever else inspires you, you likely have an important audience on X. [![automatically-share-wordpress-blog-posts-to-x-twitter](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-wordpress-blog-posts-to-x-twitter-1024x578.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automatically-share-wordpress-blog-posts-to-x-twitter.png) And, thanks to Automator, pushing your latest content out to one of the most popular social media platforms can happen instantaneously and effortlessly. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. We named this recipe “Automatically Share WordPress Blog Posts to X/Twitter”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. From the dropdown list, select *A user publishes a post*. Automator will prompt you to select a *Post type*. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **X/Twitter**. [![x-twitter-integration](https://automatorplugin.com/wp-content/uploads/2022/04/x-twitter-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/04/x-twitter-integration.png) If you haven’t already connected your X/Twitter account, you can do so now. Simply click **Connect account** in the modal that appears and follow the prompts. [![automator-connect-x-twitter-account-to-wordpress](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-x-twitter-account-to-wordpress-1024x460.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automator-connect-x-twitter-account-to-wordpress.png) (Note: Automator will guide you through connecting your X/Twitter account to WordPress and it shouldn’t take more than 30 seconds. However, if you would like a detailed guide, [click here](https://automatorplugin.com/knowledge-base/twitter/).) Once you’ve connected your account, return to the recipe editor and select *Post a tweet to X/Twitter*. Draft your *Status* using a combination of tokens and static text. Optionally, you can choose to add an image. Once you’re finished, click **Save**. **Step 5: Enter the X/Twitterverse** You’re just about ready to automatically share your latest WordPress blog posts on X/Twitter. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. Here’s how our post turned out. [![automated-wordpress-post-for-x-twitter](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-x-twitter-799x1024.png)](https://automatorplugin.com/wp-content/uploads/2022/04/automated-wordpress-post-for-x-twitter.png) [**Ready to start sharing your WordPress posts on X/Twitter? Get your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) If you prefer another text-based social media platform such as [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) or [**Telegram**](https://automatorplugin.com/share/telegram/), Automator has you covered. Simply follow the same steps that we’ve taken here with your favorite social media integration. Not sure if Automator can connect your social media account to WordPress? Check out our list of [**253 integrations**](https://automatorplugin.com/integrations/).Don’t see the one you want? [Reach out to our support team](https://automatorplugin.com/automator-support/)—we’re probably building the integration as we speak! ## **Pro Tips for Growing Your Social Media Following with Automator** So far, we’ve just scratched the surface of connecting your social media platforms to your WordPress website. But we couldn’t end this post without first giving you some pro tips and tricks for upping your social media game with some of Automator’s most powerful features. Check out these strategies for boosting engagement with Automator. ### [OpenAI](https://automatorplugin.com/share/openai/)-Generated Hashtags and Excerpts In all of our examples throughout this article, we’ve been using largely static hashtags and excerpts. That is to say, because we typed them into the drafts of our social media posts, they’ll remain largely unchanged each time our recipe runs. Now, of course, that’s not a good strategy for optimizing your social media reach and engagement. Moreover, most social media platforms like X/Twitter and Instagram don’t necessarily appreciate users sharing links to external sites. However, with Automator, you can easily use AI to repurpose your WordPress content specifically for social media so that it can exist in its own ecosystem. At the same time, you’ll get AI-generated hashtags that are dynamic and optimized for reach. [![openai-actions-generate-excerpts-for-instagram-and-x-twitter](https://automatorplugin.com/wp-content/uploads/2022/04/openai-actions-generate-excerpts-for-instagram-and-x-twitter-1024x462.png)](https://automatorplugin.com/wp-content/uploads/2022/04/openai-actions-generate-excerpts-for-instagram-and-x-twitter.png) We made some simple changes to the recipes that we created together to repurpose our content. [![openai-generated-excerpts-for-instagram-x-twitter](https://automatorplugin.com/wp-content/uploads/2022/04/openai-generated-excerpts-for-instagram-x-twitter-1024x886.png)](https://automatorplugin.com/wp-content/uploads/2022/04/openai-generated-excerpts-for-instagram-x-twitter.png) And, we have to say, we’re pretty impressed with the results: [![ai-generated-instagram-post-for-wordpress](https://automatorplugin.com/wp-content/uploads/2022/04/ai-generated-instagram-post-for-wordpress-1024x638.png)](https://automatorplugin.com/wp-content/uploads/2022/04/ai-generated-instagram-post-for-wordpress.png) [![ai-generated-x-twitter-post-for-wordpress](https://automatorplugin.com/wp-content/uploads/2022/04/ai-generated-x-twitter-post-for-wordpress-678x1024.png)](https://automatorplugin.com/wp-content/uploads/2022/04/ai-generated-x-twitter-post-for-wordpress.png) [**Want to harness the power of AI for your social media accounts and WordPress website? Get your Automator Pro license here>>>.**](https://www.automatorplugin.com/pricing) ### **Schedule Your Social Media Posts for Optimal Engagement** When it comes to maximizing your social media engagement, timing is everything. (Checkout [this post from HubSpot](https://blog.hubspot.com/marketing/best-times-post-pin-tweet-social-media-infographic) to learn the best times to post on various social media platforms.) Thankfully, Automator can help you time your posts to perfection. [![scheduled-openai-generated-excerpts-for-instagram-x-twitter](https://automatorplugin.com/wp-content/uploads/2022/04/scheduled-openai-generated-excerpts-for-instagram-x-twitter-1024x913.png)](https://automatorplugin.com/wp-content/uploads/2022/04/scheduled-openai-generated-excerpts-for-instagram-x-twitter.png) With the delays that we’ve set for our actions, Automator will post our latest blog content on the Thursday and Friday following the publication date on our WordPress website when we know our followers are most likely to be active. Delaying and scheduling actions with Automator is pretty straightforward. However, there are some cool tricks you can learn by reading our [Knowledge Base article on custom scheduling](https://automatorplugin.com/knowledge-base/how-to-use-custom-scheduling-in-wordpress-automations/). [**Want to schedule your social media posts with Automator? Get your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I automatically share my WordPress blog posts to multiple social media platforms at once?** With Uncanny Automator, you can use a single recipe to push your WordPress content out across all of your social media platforms. You can use additional integrations and features such as OpenAI, tokens and filters to customize the post for each platform. **Can I schedule posts to be shared at specific times on different social media platforms?** Yes, with Uncanny Automator’s delay feature, you can schedule your blog posts to be shared at specific times on specific days across different social media platforms. This ensures your posts go live when your audience is most active, maximizing engagement and reach. **Is there a limit to the number of posts I can share automatically using Uncanny Automator?** With an Automator Pro license, there is no limit to the number of automations you can run or posts you can share. However, each social media platform may impose its own limits on the number posts you can make within a 24hr period. For example, with a custom X/Twitter app, you can make 100 posts/day. With the preconfigured app, you will be limited to 5 posts/day. **Can I customize the content of my social media posts for each platform?** Yes, Uncanny Automator allows you to customize the content for each social media platform using tokens. You can add specific messages, hashtags, and links tailored to each platform’s audience and format. Combining your social media sharing recipes with Automator’s OpenAI integration allows for even greater customization. **Why aren’t my social media posts showing up with images?** If your posts don’t include images, make sure that: **1.** You have selected an action that says “with an image”. Automator can post to social media with or without images. **2.** You have included an image ID or image URL in the appropriate field in the recipe editor. If you’re not using a token, ensure that the image ID or image URL exists. **3.** Check the recipe logs for more details and [contact support](https://automatorplugin.com/automator-support/) if needed. **What should I do if my posts are not being shared automatically?** If your posts are not being shared automatically, ensure that: **1.** Your social media accounts are properly connected to your WordPress website and that Uncanny Automator has the correct permissions. **2.** Check the configuration of your trigger and action. If you have altered components of a recipe after saving it (switching social media accounts, changing post types, etc.) then there may be broken components within the recipe. **3.** You have the necessary permissions on your social media accounts to post content. **4.** There are no connectivity issues with your WordPress site or social media platforms. If problems persist, check the Uncanny Automator [Knowledge Base](https://www.automatorplugin.com/knowledge-base) or [contact support](https://automatorplugin.com/automator-support/). ## **Conclusion** In this post, we showed you how easy it is to automatically share your WordPress posts to Facebook, Instagram, X/Twitter and more. We got you started with the FREE version of Automator and showed you what makes Automator the best post-to-social plugin for WordPres websites. In the end, we gave some pro tips and tricks for upping your social media game with an [**Automator Pro license**](https://www.automatorplugin.com/pricing). With these automation skills at your disposal, you’ll be able to spend more time creating content and less time managing it. Have any other questions or comments? Want to see support for more features or social platforms? Drop us a line in the comments section below. Until next time, happy automating! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [How to Connect LearnDash to WhatsApp and 4+ eLearning Notification Tips](https://automatorplugin.com/how-to-connect-learndash-to-whatsapp-and-4-elearning-notification-tips/) **Published:** May 1, 2025 **Author:** Brendan Da Costa **Content:** *Connect LearnDash to WhatsApp and instantly send eLearning notifications to trainees and students. Learn how to set it up in minutes—no code required!* [![The Uncanny Automator mascot powers a connection between LearnDash and WhatsApp, symbolizing how users can connect LearnDash to WhatsApp for automated eLearning notifications.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-featured-image.jpg "connect-learndash-to-whatsapp-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-featured-image.jpg) When it comes to eLearning engagement, **communication is key**. From sharing course and lesson updates to helping students study for upcoming exams—or simply keeping them motivated—timely and relevant eLearning notifications are everything. But let’s be honest—**email isn’t always up to the task**. Email open rates for educational and training institutions hover [**just below 36%**](https://mailchimp.com/resources/email-marketing-benchmarks/). In other words, **almost two-thirds of students and trainees are missing out on vital information**, disconnecting them from their learning journey and ultimately **lowering engagement and completion rates**. That’s where [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) comes in. With sky-high open rates—[**98% of business messages**](https://business.whatsapp.com/blog/use-whatsapp-business-goals#:~:text=Impressive%20as%20WhatsApp's%20potential%20reach,them%20on%20their%20preferred%20channel.)—and instant delivery, WhatsApp is the **perfect tool for keeping students engaged** and on track to meet their targets. And with [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can **connect** [**LearnDash**](https://automatorplugin.com/share/learndash) **to WhatsApp** in just a few clicks and even fewer minutes—no coding, no headaches, no missed notifications. In this guide, we’ll show you exactly **how to set up a LearnDash WhatsApp integration using Automator** to send real-time eLearning notifications that drive better engagement, faster course completions, and, of course, happier learners. Let’s dive in! ## Why Connect [LearnDash](https://automatorplugin.com/share/learndash) to [WhatsApp](https://automatorplugin.com/share/whatsapp/) with [Automator](https://automatorplugin.com/pricing) Learners’ attention spans are short—and inboxes are even shorter. With the average inbox overflowing with promotions, newsletters, and spam, even the most important course updates can (and often do) go unseen. That’s why connecting LearnDash to WhatsApp with Uncanny Automator is an engagement-boosing game changer. - **Unmatched open rates:** WhatsApp messages boast a staggering **98% open rate**, meaning your students are far more likely to see and act on important updates. - **Instant delivery:** Notifications are delivered straight to students’ mobile devices, where they’re already active and engaged throughout the day. - **Personalized, action-based messages:** Automate WhatsApp messages based on real learner and course activity—like reaching course milestones or getting assignments graded—so communication feels timely and relevant. - **Improved learning outcomes:** Faster updates mean better engagement, higher course completion rates, and more motivated learners. - **No coding required:** With Automator’s intuitive, point and click interface, you can set up powerful **WhatsApp LearnDash integrations** without technical headaches. By automating timely, targeted notifications, you’ll turn your eLearning program into an experience students *want* to stay connected to. [**Install and activate Automator for free >>>**](https://wordpress.org/plugins/uncanny-automator/) ## **How to Connect LearnDash to WhatsApp** Uncanny Automator is the only tool that allows you to create a **seamless LearnDash WhatsApp integration** with full access to the WhatsApp Cloud API with **no added transaction fees**. As this is one of Automator’s most powerful integrations, the initial setup includes some additional steps. **But don’t worry—if you can point and click, you can create this integration with Automator.** Below, is an abbreviated version of the steps to follow to connect Automator to WhatsApp. For a detailed walkthrough with screenshots, refer to our [Knowledge Base article](https://automatorplugin.com/knowledge-base/whatsapp/). (Note: You will need to have a [Facebook account](https://www.facebook.com/help/188157731232424).) 1. **Create a Business app on** [**developers.facebook.com**](https://developers.facebook.com) 1. You may need to register as a developer if you haven’t already. Don’t worry—it’s free and easy. 2. **Add the WhatsApp product to your new Business app** 1. You will need to register a phone number that is not already associated with a WhatsApp account. To use an existing phone number with a WhatsApp account, you must first delete that account. 3. **Connect Uncanny Automator to your Business app** 1. [Get Automator Pro](https://www.automatorplugin.com/pricing) and activate your license to receive unlimited app credits. Alternatively, you can [install and activate](https://wordpress.org/plugins/uncanny-automator/) Automator on your WordPress website for free and [register your account](https://automatorplugin.com/app-credits/) to receive a limited number of complimentary app credits. 2. Copy and paste the WhatsApp credentials into Automator. 4. **Add a Webhook to your Business app** 1. Copy and paste the webhook credentials into WhatsApp. 5. **Add a phone number to your Business app** That’s it! **You’ve successfully connected Automator to WhatsApp**. In the next section, we’ll walk you through setting up some Automator recipes so you can **automate your LearnDash notifications**. ## **3+ eLearning Notification Automations You Need to Try** Now that you have everything set up, it’s time to start automating your eLearning notifications to better engage with your learners. Here are three automations that you can start using right now. **(Note: For users to receive messages, they must have opted-in by responding to a message template. You can** [**learn more about creating message templates here**](https://www.facebook.com/business/help/2055875911147364?id=2129163877102343)**.)** ### **1. Send Lesson and Course Completion Messages** [![Uncanny Automator recipe showing how to connect LearnDash to WhatsApp: when a user completes a LearnDash lesson, the automation sends a WhatsApp message to the user's phone number.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-1-1024x630.png "connect-learndash-to-whatsapp-recipe-1")](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-1.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-user-completes-a-learndash-lesson-send-them-a-whatsapp-message/) What better way to recognize a learning milestone and encourage users to keep up the good work than with an automated message? Click the button above or follow the steps below to get this recipe on your website now. **1. Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **2. Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “When a user completes a LearnDash lesson, send them a WhatsApp message”. **3. Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash**. [![Uncanny Automator LearnDash integration tile, highlighted amongst other integration tiles.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png "automator-learndash-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png) From the dropdown list that appears, select **A user completes a lesson**. [![Automator’s LearnDash trigger list showing the selected option "A user completes a lesson" highlighted among other triggers.](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-a-user-completes-a-lesson-1024x444.png "learndash-action-a-user-completes-a-lesson")](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-a-user-completes-a-lesson.png) Automator will prompt you to select a *Course* and *Lesson*. Once you’re finished, click **Save**. **4. Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **WhatsApp**. [![Automator integration selection panel highlighting the WhatsApp option among other integrations like WordPress, Woo, and Webhooks.](https://automatorplugin.com/wp-content/uploads/2025/04/whatsapp-integration.png "whatsapp-integration")](https://automatorplugin.com/wp-content/uploads/2025/04/whatsapp-integration.png) From the dropdown list that appears, select **Send a WhatsApp message to a number**. [![Automator’s WhatsApp action list showing the option "Send a WhatsApp message to a number" selected, with another option for sending a "message template" also visible.](https://automatorplugin.com/wp-content/uploads/2025/04/whatsapp-action-send-message-to-number-1024x325.png "whatsapp-action-send-message-to-number")](https://automatorplugin.com/wp-content/uploads/2025/04/whatsapp-action-send-message-to-number.png) Automator will prompt you to enter a phone number in the *To* field and to create a draft of your message in the *Body* field. To enter a phone number dynamically, click the **Asterisk** in the *To* field to use *tokens* (dynamic data from your WordPress website and from within recipes). If you have an Automator Pro – Plus or Elite license, you can use the **Custom User Fields Addon** to conveniently and dynamically store and retrieve a user’s phone number. Alternatively, you can use **Advanced > User meta** to retrieve the phone number from the user’s metadata. Once you’ve entered a phone number and drafted your message, click **Save**. **5. Go Live!** You’re just about to connect LearnDash to WhatsApp and upgrade your eLearning notifications! All you have to do now is toggle the recipe from **Draft** to **Live**. [![Automator recipe showing how to connect LearnDash to WhatsApp: when a user completes a LearnDash lesson, the automation sends a WhatsApp message to the user's phone number. The “Live” toggle is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-1-live-1024x630.png "connect-learndash-to-whatsapp-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-1-live.png) That’s it! You’ve just created your first Automator recipe. Now, let’s take a look at some other recipes you can get started with right now. ### **2. Send Course and Group Enrollment Messages** [![Automation recipe: when a user is enrolled in the "Advanced Automation 1" course on LearnDash, send a WhatsApp message to the user’s phone number.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-2-1024x628.png "connect-learndash-to-whatsapp-recipe-2")](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-2.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-user-is-enrolled-in-a-learndash-course-send-them-a-whatsapp-message/) Did you know that [**nearly two-thirds of consumers**](https://www.plivo.com/blog/sms-marketing-statistics/#:~:text=64%25%20of%20consumers%20want%20to,like%20to%20receive%20order%20confirmations.) want to get more confirmation messages by text? Well, with this recipe, you can give the people what they want—and then some! Get the conversation started on the right foot with **group and course enrollment confirmation messages in WhatsApp**. Let your learners know that their enrollment was successful and what they can expect as they progress through their course. ### **3. Send Quiz Question Feedback in Real-Time** [![Automation recipe: when a user answers a LearnDash quiz question incorrectly, send a WhatsApp message to the user’s phone number.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-3-1024x670.png "connect-learndash-to-whatsapp-recipe-3")](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-3.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-user-answers-a-learndash-quiz-question-incorrectly-send-them-a-whatsapp-message/) Achievement and confirmation messages are **just the tip of the iceberg of what’s possible** when you connect LearnDash to WhatsApp with Automator. Give your students the power of **a real-time tutor** with this Automator recipe. Elevate your eLearning notifications to serve as a study buddy, providing learners with **immediate and personalized feedback**. Educators can draft informative responses to tricky quiz questions, giving learners some **additional context and information** so that the right answers stick. Additionally, students can always refer to their WhatsApp messages for a **highly-personalized learning journey**. ### **4 (and more). Send Updates and Reminders** [![Automator recipe: When a user is enrolled in a course, send a WhatsApp message to their phone number after 30 days if they haven’t completed the course.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-5-1024x891.png "connect-learndash-to-whatsapp-recipe-5")](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-5.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-user-is-enrolled-in-a-learndash-send-them-a-whatsapp-message-if-they-have-not-completed-the-course-in-a-given-number-of-days/) Keep engagement rates high with timely reminders for learners who haven’t completed a course, lesson, or quiz as important dates approach. Or, save your course administrators some time and headaches with automated notifications for learners when their assignments have been graded. [![Automator recipe: When an assignment is graded, send a WhatsApp message to a WhatsApp phone number.](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-4-1024x628.png "connect-learndash-to-whatsapp-recipe-4")](https://automatorplugin.com/wp-content/uploads/2025/04/connect-learndash-to-whatsapp-recipe-4.png) [Get this recipe >>>](https://automatorplugin.com/recipes/when-a-learndash-assignment-is-graded-send-a-whatsapp-message-to-a-user/) ## **More Ways to Connect LearnDash to WhatsApp** Looking for more ways to automate your LearnDash notifications with WhatsApp? Apply **Automator’s R.I.C.H framework** to identify opportunities to boost engagement like never before. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. Remember, **when it comes to automation, think RICH**! Ready to create more seamless LearnDash WhatsApp integrations of your own? [**Get your Automator Pro license and get 98% open rates >>>**](https://www.automatorplugin.com/pricing) ## **Best Practices for Connecting LearnDash to WhatsApp** Now that you’re levelling up your eLearning notifications, here are some best practices to make sure your LearnDash WhatsApp integration delivers maximum results: - **Use tokens for dynamic and personalized messages:** With Automator’s **Custom User Fields Addon**, you can store and retrieve custom data like phone numbers, making it easier to dynamically send messages. Additionally, tokens such as a student’s first name, course title, or lesson name personalize messages to make them more engaging. - **Use filters for smarter communications:** Not every update needs to go to every student. Create targeted WhatsApp messages based on course enrollment, user roles, or performance triggers to keep messages highly relevant and avoid overwhelming your learners. Automator’s **User Lists Addon** can also help you segment learners right in your WordPress website. - **Time your messages strategically:** While instant notifications are great, not every message needs to be immediate. Use Automator’s delay and scheduling features to send messages when they matter most. - **Keep your WhatsApp notifications concise:** WhatsApp is designed for quick, conversational updates. Stick to short, action-focused messages and provide links for students to get more information if needed. - **Monitor and optimize your workflows:** Check your Automator recipe logs and WhatsApp message read receipts regularly. See which notifications get the best engagement and fine-tune your automations accordingly. By following these best practices, you’ll **optimize your eLearning notifications** and keep learners engaged and informed. ## **Frequently Asked Questions** **Can I connect LearnDash to WhatsApp for free?** Yes, you can connect LearnDash to WhatsApp for free with Uncanny Automator. Simply [install and activate](https://wordpress.org/plugins/uncanny-automator/) the free forever version of Automator and [register your account](https://automatorplugin.com/app-credits/) to receive a limited number of app credits. You can upgrade to an Automator Pro license to receive unlimited app credits to use with more app integrations such as [**OpenAI**](https://automatorplugin.com/share/openai/), [**Slack**](https://automatorplugin.com/share/slack/), and [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign). **What sorts of WhatsApp messages can I send from LearnDash?** Automator has [dozens of triggers and conditions](https://automatorplugin.com/all-triggers-and-actions/) for LearnDash, meaning you can send WhatsApp messages based on LearnDash course completions, lessons results, quiz attempts, and more. **Can I personalize my WhatsApp business messages?** Yes, with Uncanny Automator you can personalize WhatsApp business messages. Use Automator’s tokens (dynamic data from your WordPress website and from within recipes) to include users’ names and other metadata along with course, lesson, topic, and quiz information from LearnDash. ## **Conclusion** If you’re looking for a better way to keep your students and trainees informed and engaged as they progress towards their goals, **connecting LearnDash to WhatsApp with Uncanny Automator is the answer**. In this guide, we showed you: - what makes **WhatsApp a powerful eLearning notification medium**, - how to create a Meta business app to **connect LearnDash to WhatsApp** with Automator, - how to create Automator recipes that **improve engagement and completion rates**, and - how to **personalize the learning experience** with new workflows and powerful features such as tokens. With WhatsApp’s incredible open rates and Automator’s **no-code flexibility**, you can easily transform your eLearning programs into **dynamic, real-time experiences** that students actually look forward to engaging with. Whether you’re sending course reminders, celebrating milestones, or giving real-time quiz feedback, Automator makes it easy to deliver the right message at the right time—without adding more manual work to your plate. Ready to turn up your engagement rates and see your course completion numbers soar? [**Install and activate Automator for free now >>>**](https://wordpress.org/plugins/uncanny-automator/) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [The Best WordPress RSS Feed Plugin: 4 Powerful Content Automations](https://automatorplugin.com/the-best-wordpress-rss-feed-plugin-4-powerful-content-automations/) **Published:** April 15, 2025 **Author:** Brendan Da Costa **Content:** *Automate content workflows with the best WordPress RSS feed plugin, Uncanny Automator No code integrations for podcasts, newsletters, blogs, and more.* [![Automator mascot, U-Bot, pointing to a laptop screen displaying RSS and WordPress logos above a "Subscribe" button, representing a WordPress RSS feed plugin for automating content delivery.](https://automatorplugin.com/wp-content/uploads/2025/04/wordpress-rss-feed-plugin-automator-featured-image.jpg "wordpress-rss-feed-plugin-automator-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/04/wordpress-rss-feed-plugin-automator-featured-image.jpg) Still think RSS feeds are a relic of the early internet? Think again. RSS (Really Simple Syndication) might not be the flashiest tech, but it’s one of the **most powerful tools you can use to automate content workflows** on your WordPress site. From aggregating news articles and podcast episodes to integrating social media accounts with your WordPress website, RSS feeds continue to power some of the web’s **most effective content engines**. And, with the best WordPress RSS feed plugin, [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can do more with RSS feeds than ever before. **Automator turns basic RSS feeds into dynamic, automated workflows.** You can syndicate content, deliver timely alerts and notifications to your subscribers, and even translate content from across the web with AI. No code. No extra tabs. No added costs. Just smart automation, right inside WordPress. Let’s dive into four powerful **RSS feed automations you can start using today**. ## **What Are RSS Feeds?** RSS is a web feed format based on XML used to publish frequently updated information, such as blog posts, podcast episodes, or multimedia content. RSS feeds allow applications to retrieve updates from websites in a consistent, structured format. Many content platforms—**including WordPress blogs, YouTube channels, podcasts, and social media profiles**—offer RSS feeds that include the latest published items. RSS feeds contain “elements” such as: - title, - summary, - link, - author’s name, - publication date, and - attached media files like audio, images, or videos. While originally built for personal news aggregation, RSS feeds are now widely **used in email marketing, elearning, ecommerce, and content curation**. If your site produces content—or benefits from sharing it—you can leverage RSS feeds to automate and scale your content distribution. ## Why [Automator](https://automatorplugin.com/pricing) Is the Best RSS Feed Plugin [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions, you can connect all of your favorite apps and plugins—or RSS feeds! [![Automator mascot, U-Bot, points to a laptop with the RSS logo, promoting the WordPress RSS feed plugin integration.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-homepage-rss-feed-integration.jpg "automator-homepage-rss-feed-integration")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-homepage-rss-feed-integration.jpg) So what exactly makes it the best WordPress RSS feed plugin? **Automator** isn’t just an RSS feed reader for WordPress—**it’s the “everything plugin” that creates endless possibilities for RSS content**. - Connect RSS feeds to [**253 integrations**](https://www.automatorplugin.com/integrations) and counting, from CRMs to event management plugins. - Process RSS feeds to execute [**850+ actions**](https://www.automatorplugin.com/all-triggers-and-actions) or use [**990+ triggers**](https://www.automatorplugin.com/all-triggers-and-actions) (including scheduling) to initiate feed reading. - Selectively **process new RSS content using GUIDs** and **filter content by elements**. - **Create any kind of WordPress post** (products, blog articles, events, lessons, etc.) automatically from RSS content. In other words, by powering your RSS and content workflows with Automator, you can: - **Automatically detect new feed items** and trigger any workflow, - **Create WordPress blog posts or products** from feed content, - **Notify your users or team members** in real-time about feed updates, - **Translate, respond to, or summarize feed content using OpenAI** and, - **Automate your news feed** with RSS feed content. The best part? **Automator doesn’t charge per-automation fees**, so you can process RSS feeds as many times as you’d like without ever incurring additional costs. Whether you want to automate a curated news feed, monitor third-party content for updates, or populate your store with products from an XML feed, Automator makes it happen. To start automating your RSS content, [**get your Automator Pro license >>>**](https://www.automatorplugin.com/pricing). ## **How to Automate RSS Feeds in WordPress (4 No-Code Workflows)** Once you have [Automator installed and activated](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/) on your WordPress website, you can begin implementing RSS feed automations to elevate your content workflows. Here are just four examples to get started. ### **1. Translate RSS Feeds With AI** [![Uncanny Automator recipe configured to translate BBC News RSS feed content using GPT-4 every Monday at 9:00 AM. The loop filters non-empty feed items and sends the text to OpenAI for translation.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-translate-content-recipe-1024x905.png "automator-wordpress-rss-feed-plugin-translate-content-recipe")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-translate-content-recipe.png) **(Note: We highly recommend reviewing AI-generated content prior to publication/distribution.)** If you manage a multilingual website or want to expand your reach internationally, translating RSS feed content is a game-changer. With Uncanny Automator, you can automatically pull new items from any RSS feed, **translate them using AI-powered tools like GPT-4**, and publish the result to your WordPress website. This Automator recipe is perfect for **international news syndication and regional businesses serving multilingual markets**, eliminating the need for manual translation. But translation is just the beginning. [![Uncanny Automator recipe using GPT-4 to rewrite BBC News RSS feed items by processing each non-empty item and sending the title and description as a custom prompt to generate new content.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-edit-content-with-ai-recipe-1024x1020.png "automator-wordpress-rss-feed-plugin-edit-content-with-ai-recipe")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-edit-content-with-ai-recipe.png) You can also **use AI to summarize long-form content, write personalized intros, reframe articles for a specific niche, or generate commentary** that adds value to the original feed item. Whether you’re expanding your reach into new markets or building an industry resource, Automator gives you complete control over how you enhance and republish syndicated content. [**Get Automator Pro to enhance RSS content with AI >>>**](https://www.automatorplugin.com/pricing) ### **2. Connect Social Media Feeds to Forums and Membership Groups** [![Uncanny Automator recipe that imports a Bluesky RSS feed every hour and posts new feed items to a BuddyBoss group activity stream.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-bluesky-account-1024x985.png "automator-wordpress-rss-feed-plugin-bluesky-account")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-bluesky-account.png) Did you know that social media accounts have RSS feeds? Well, now you do—and, with a little help from Automator, you can **bring the engagement power of social media right to your WordPress website**! Keep your membership forums and chat rooms buzzing with social media synchronization, from subscribed members or from popular accounts. For example, with Automator, you can **post new social media updates, podcast episodes, or blog articles from RSS feeds directly to a BuddyBoss group’s activity stream**. It’s a great way to spark conversation, keep users engaged, and deliver timely content without ever needing to log in and post manually. Whether you’re running a professional learning cohort, hobby or interest group, or member-driven forum, this strategy helps ensure that your community always has fresh content to explore. [**Connect social RSS feeds to WordPress with Automator >>>**](https://www.automatorplugin.com/pricing) ### **3. Monitor Sites for Updates and Send Real-Time Alerts** [![Uncanny Automator recipe that processes a weather RSS feed every 2 hours and sends updates to a private Discord members-only channel.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-connect-to-discord-1024x868.png "automator-wordpress-rss-feed-plugin-connect-to-discord")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-connect-to-discord.png) Want to be the first to know when breaking news hits the web? Automator makes it easy to **monitor external RSS feeds for timely alerts**—and broadcast them automatically to your audience. For example, you can keep your [**Discord**](https://automatorplugin.com/share/discord/) **server,** [**Slack**](https://automatorplugin.com/share/slack/) **workspace, or** [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) **group informed with real-time updates** from trusted sources. Great for ecommerce stores watching competitor activity, schools alerting students to emergency news, or niche sites catering to hobbyists and/or industry and interest groups. This isn’t just a convenience—it’s a competitive advantage. By reacting faster than your competitors or **automating mission-critical updates**, you save time, improve communication, and boost user trust. Add filters to target only the most relevant stories, or use AI to format messages clearly before sending. [**Get RSS feed updates with Automator Pro >>>**](https://www.automatorplugin.com/pricing) ### **4. Create WordPress Posts From XML/RSS Feeds** [![Uncanny Automator recipe that creates WooCommerce products in WordPress by processing data from an uploaded RSS file.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-create-woo-products-1024x882.png "automator-wordpress-rss-feed-plugin-create-woo-products")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-wordpress-rss-feed-plugin-create-woo-products-1024x882.png) Need to import a list of products to your [**Woo**](https://automatorplugin.com/share/woocommerce/) or [**EDD**](https://automatorplugin.com/share/easy-digital-downloads/) ecommerce store? How about importing a year’s worth of events? If you have an XML file with items you’d like to import to WordPress as posts, Automator can do it with the click of a button. Instead of manually uploading dozens (or thousands) of items, you can **process the RSS feed and automatically create products, new pages, courses, lessons, and more** right inside your WordPress website. This is especially useful for affiliate marketers, dropshipping stores, or site owners who receive product data from partners or suppliers. Want to customize titles, descriptions, or images? Combine the RSS feed with OpenAI or the Formatter to fine-tune the imported content before publishing. You’ll go from data file to live product catalog in a matter of minutes—and scale your store without the spreadsheet headaches. [**Create WordPress posts from RSS feeds with Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **Best Practices and Troubleshooting** To get the most out of your RSS-powered automations, keep these tips in mind: - **Limit how many items Automator reads.** Some feeds have throttling or rate limits. Stick to 5–10 items at a time unless you know the limits. - **Use filters for precision.** Filter by author, keyword, or even tags to only process the items that matter. - **Start with reliable feeds.** Test with known sources like[ WordPress.org](https://wordpress.org/news/feed/),[ NASA](https://www.nasa.gov/rss), or[ BBC](https://feeds.bbci.co.uk/news/rss.xml). - **Watch for formatting differences.** Not all RSS feeds follow the same structure. Use Automator’s Formatter or OpenAI actions to adapt content as needed. - **Respect attribution and fair use.** Before auto-publishing external content, make sure you’re following the site’s guidelines. Want to find an RSS feed? Try adding /feed or /rss to the end of any website’s URL. Not all websites make their RSS feeds available, but you can always try. ## **Frequent Asked Questions** **What is the best WordPress RSS feed plugin for automation?** Uncanny Automator is the best because it turns RSS triggers into fully customizable workflows across countless app and plugin integrations—no code needed. **Can I use RSS feeds to publish blog posts from other websites?** Yes. Automator can turn any RSS item into a blog post, or any other kind of WordPress post (draft or published). You can also enhance or translate content with OpenAI before publishing. **Do I need coding skills to use Automator’s RSS features?** Not at all. Automator is built for non-developers and uses a click-and-play interface. **Is there a free way to automate RSS feeds in WordPress?** Automator Pro is required for RSS integrations. Pro licenses begin at $149/year and offer unlimited automations, unlimited app credits, all triggers, actions, and filter conditions, amongst other features. **Can I send RSS updates to multiple platforms at once?** Absolutely. You can post to social media, email lists, Discord channels, and more—all from a single RSS item. Want to know more about Automator’s RSS integration? Check out our [Knowledge Base article to learn more](https://automatorplugin.com/knowledge-base/rss-2/) about the magic behind this integration. ## **Conclusion** RSS may not be the newest tech around, but when combined with Uncanny Automator, it becomes a modern content machine. In this blog post, **we showed you what makes Automator the best RSS feed plugin** for WordPress websites and gave you some **examples of recipes to get started**. Now, with an Automator Pro license, you’re fully equipped up to: - **Create AI-enhanced blog posts** from external feeds. - **Send real-time alerts and updates** to multiple channels. - **Populate stores with products, calendars with events**, and more. - **Keep communities engaged** with fresh content. So don’t let your RSS feeds go stale. With the right WordPress RSS feed plugin and a bit of creativity, you can turn them into **a powerful content automation engine**. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Automator 6.4: Facebook Lead Ads, Bluesky, and Powerful eLearning Enhancements](https://automatorplugin.com/automator-6-4-facebook-lead-ads-bluesky-and-powerful-elearning-enhancements/) **Published:** April 8, 2025 **Author:** Brendan Da Costa **Content:** *Uncanny Automator 6.4 introduces Facebook Lead Ads, Bluesky, and tons of powerful new triggers and actions for elearning, ecommerce, and user management.* [![Uncanny Automator mascot stirs a bowl with Facebook and Bluesky logos, under a banner that reads "New Integrations" for the 6.4 release.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-6-4-release-featured-image.png "automator-6-4-release-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-6-4-release-featured-image.png) Last week, we released Uncanny Automator 6.4—and it might be our most social release to date! We’ve been listening to your feedback and we’re thrilled to announce that the 6.4 release introduces two new, high-demand integrations: [**Facebook Lead Ads**](https://automatorplugin.com/integration/facebook-lead-ads/) and [**Bluesky**](https://automatorplugin.com/integration/bluesky/). Now, Automator users, both free and Pro, will have two more platforms to grow their email lists, give a boost to their website traffic, and engage with their audience. Additionally, we’ve included a full suite of new triggers and actions that give elearning enthusiasts more ways to integrate their LMS into their broader tech stack. Altogether, the 6.4 release empowers our users to create more dynamic, social, and customizable workflows to enhance their WordPress websites. Let’s take a closer look. ## **New Integrations in Uncanny Automator** For the 6.4 release, we’ve added two of our most requested integrations: [**Bluesky**](https://automatorplugin.com/integration/bluesky/) and [**Facebook Lead Ads**](https://automatorplugin.com/integration/facebook-lead-ads/). ### **Bluesky Integration** **Bluesky**, the decentralized social network, is the latest social media platform integration for Uncanny Automator. The platform had [25 million users](https://www.statista.com/topics/13203/bluesky/#topicOverview) as of December 2024 and is one of the fastest growing social media platforms in 2025. The new Bluesky integration gives Automator users another channel for engaging with their audience. **New Action:** - **Bluesky — Make a post on Bluesky:** Automatically publish content from your WordPress site to your Bluesky account, ensuring your audience stays updated across platforms. [![Instructional screen for connecting Uncanny Automator to Bluesky. It outlines setup steps to obtain a Bluesky App Password for posting via automation. Instructions include visiting App Password settings, adding a new password, naming it (e.g., "Automator"), copying it, and saving it securely.](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-integration-instructions-939x1024.png "bluesky-integration-instructions")](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-integration-instructions.png) **Possible Use Cases:** 1. When a **blog post is published**, ask ChatGPT to **create a summary** and **publish it to Bluesky** with a link. 2. When a **new product** is published, **post it to Bluesky**. 3. **Process the RSS feed from Bluesky profiles** and **share new posts to your WordPress website**. ### **Facebook Lead Ads Integration** Harness the power of Meta’s lead generation platform by integrating **Facebook Lead Ads** with Uncanny Automator. With this integration, you can expand your lead capture funnel while simultaneously reducing the manual work associated with converting leads into customers. **New Trigger:** - **Facebook Lead Ads — A new lead is created:** Initiate automations when a potential customer submits their information via Facebook Lead Ads. [![Screenshot of the Facebook Lead Ads integration screen in Uncanny Automator. It confirms that the website supports external requests via webhook and explains that connecting Uncanny Automator with Facebook Lead Ads enables automated workflows when a new lead is created.](https://automatorplugin.com/wp-content/uploads/2025/04/facebook-lead-ads-integration-instructions-1024x655.png "facebook-lead-ads-integration-instructions")](https://automatorplugin.com/wp-content/uploads/2025/04/facebook-lead-ads-integration-instructions.png) **Possible Use Cases:** 1. When a **new Facebook Lead Ads lead is created,** create a **new user in WordPress**. 2. When a **new Facebook Lead Ads lead is created**, **add the lead to your CRM** and tag them for attribution modeling. 3. When a **new Facebook Lead Ads lead is created**, create **a task in ClickUp for your sales team** to follow up. ## **Enhanced E-Learning Capabilities with Thrive Apprentice** Thrive Apprentice users can now leverage a comprehensive set of triggers and actions to further automate and personalize the elearning experience. All of these new Thrive Apprentice triggers and actions are **available to Automator Free and Pro** users. **New Triggers:** - A user completes a course - A user completes all free lessons in a premium course - A user downloads the certificate from a course - A user fails an assessment in a course - A user passes an assessment in a course - A user submits an assessment in a course - A user’s certificate was verified - Content is unlocked for a user **New Actions:** - Grade an assessment in a course for the user - Issue a course certificate for the user - Unlock a lesson/module in a course for the user ## **More (Free) Triggers and Actions** In addition to the expanded elearning features, our 6.4 release has some new triggers to simplify ecommerce and user management. ### **WP Simple Pay** **New Trigger:** - A payment for a form is fully refunded **Possible Use Cases:** 1. When a **payment is refunded**, **revoke** the user’s **membership**. 2. When a **payment is refunded**, **unenroll** the user **from a course**. 3. When a **payment is refunded**, **tag** the user in your CRM to **initiate a winback campaign**. ### **WordPress Core** **New Trigger:** - A reset password link was sent to a user **New Action:** - Create a new role **Possible Use Cases:** 1. When a **reset password link is sent** to a user, record the request in **Google Sheets**. 2. When a **new membership or subscription product** is created, create a **new corresponding role** in WordPress. 3. When a **new course is published**, create a **new role for course enrollees**. ## **New Features in Uncanny Automator Pro** For Automator Pro users, the 6.4 release also includes must-have new features to bolster ecommerce and elearning, along with a powerful new action for custom code. ### **Lifetime Value with Easy Digital Downloads** **New Trigger:** - A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount ****Possible Use Cases:**** 1. When a customer’s **lifetime value exceeds $500**, **tag them in your CRM to make exclusive offers** in the future. 2. When a customer’s **lifetime value is greater than $1000**, generate a **QR code for event access** and email it to them. 3. When a customer’s **lifetime value is less than or equal to $499.99**, send them an **email with the details of your loyalty program**. ### **Enhanced Payment Management with WP Simple Pay** **New Triggers:** - A payment intent for a form is set to processing - A subscription for a form is cancelled **Possible Use Cases:** 1. When a **subscription is cancelled**, tag the user in your CRM to **trigger a feedback survey**. 2. When a **payment is set to processing**, create a **ticket for support** to investigate any potential delays. 3. When a **subscription is cancelled**, **revoke membership and/or course access** and **change the user’s role**. ### **MasterStudy LMS and WPCode** **New MasterStudy LMS Actions:** - Unenroll the user from a course **Possible Use Cases:** 1. When a **user’s subscription expires**, **unenroll them from any associated course(s)**. 2. When a **user’s role changes to a specific role**, unenroll them from a course. 3. When a **user completes a pre-course assessment quiz with a perfect score**, **unenroll them** from a course and **enroll them in a more advanced course**. **New WPCode Actions:** - Run an on-demand code snippet **Possible Use Cases:** 1. When a **user with a specific role logs in**, run a code snippet to **set a cookie that personalizes the UX**. 2. When a **user updates a post**, run a code snippet to **purge the post URL from a CDN**. 3. When a **user with a specific role logs in during restricted hours**, run a code snippet to **immediately log them out**. ## **Why Upgrade to Uncanny Automator 6.4** Uncanny Automator 6.4 is packed with powerful new ways to engage your audience, simplify your workflows, and personalize the user experience. Whether you’re capturing leads, managing courses, or boosting ecommerce, this release gives you more control than ever. For a full list of new features, updates, and changes in the Automator 6.4 Release, check out the **[Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/)** and the **[Automator Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/)**. Ready to unlock the full potential of your WordPress site? [**Upgrade now or get Automator Pro**](https://www.automatorplugin.com/pricing) to start building smarter, faster automations. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Connect Easy Digital Downloads to LearnDash + 7 Automations You'll Love](https://automatorplugin.com/how-to-connect-easy-digital-downloads-to-learndash-7-automations-youll-love/) **Published:** March 25, 2025 **Author:** Brendan Da Costa **Content:** *Connect Easy Digital Downloads to LearnDash with Uncanny Automator. Enroll users in courses, award certificates for downloads, and much more.* [![Uncanny Automator mascot, U-Bot, connecting Easy Digital Downloads to LearnDash, representing seamless integration between the two platforms.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-featured-image.jpg "connect-easy-digital-downloads-to-learndash-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-featured-image.jpg) Are you looking for a simple, cost-effective way to create an [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) **and** [**LearnDash**](https://automatorplugin.com/share/learndash) **integration**? If you are, you’ve landed on the right page. Whether you want to sell course access as part of a subscription, or extend subscriptions based on course, lesson, or quiz completions, we’ve got you covered. In this article, we’ll show you how to **create a seamless EDD and LearnDash integration** using **Uncanny Automator**. The best part is that you won’t need to write a single line of code and you can get started for free. By the end of this article, you’ll be able to: - **enroll users** in courses **based on EDD purchases**, - **unenroll users** from courses **when subscriptions/licenses expire**, - use discount codes to enroll students in courses, - **mark courses and lessons complete** based on **downloads**, - **award certificates** based on **product purchases and downloads**, and - **automate** much more. But that’s enough of a tease for now. Let’s dive in. ## Why Connect [Easy Digital Downloads](https://automatorplugin.com/share/easy-digital-downloads/) to [LearnDash](https://automatorplugin.com/share/learndash) With [Automator](https://automatorplugin.com/pricing) As one of the most popular ecommerce platforms for WordPress, **Easy Digital Downloads is a natural fit for LearnDash users**. Whether you’re: - an **administrator** looking for more **payment gateways and sales funnels**, - an **educator** offering **downloadable course content**, - or a **student/learner** seeking an **immersive subscription-based experience**, connecting EDD to LearnDash is a powerful solution. But getting EDD and LearnDash to work together can be difficult. Enter [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![Uncanny Automator mascot, U-Bot, pointing at a laptop screen displaying Easy Digital Downloads and LearnDash icons, representing a seamless EDD and LearnDash integration.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-homepage.jpg "connect-easy-digital-downloads-to-learndash-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-homepage.jpg) Uncanny Automator is the **\#1 automation and integration tool for WordPress websites**. Using simple combinations of triggers and actions called *recipes*, you can **connect all of your favorite apps and plugins** to automate repetitive workflows and create new ones. But what makes Automator the best tool for connecting EDD to LearnDash? - **Easy to use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Better yet, use a preconfigured template and start automating right away. - **Affordable:** In addition to paid licenses, Automator offers a free forever version that lets users get started saving time and money without the need for a credit card. Furthermore, unlike other workflow automation tools, Automator doesn’t charge per-automation fees. In other words, the more you automate and integrate, the more you save. - **Scalable:** Whether you have dozens, hundreds, or thousands of students and learners, Automator scales with you. Features such as JSON, XML, and CSV file import along with *Loops* (bulk actions), allow you to manage course content and learners with ease. - **Integrations and Addons:** With Automator, connecting EDD to LearnDash is just the beginning. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), meaning that you can connect Easy Digital Downloads to LearnDash and all of your other favorite apps and plugins such **[BuddyBoss](https://automatorplugin.com/share/buddyboss/)**, **[Slack](https://automatorplugin.com/share/slack/)**, **[OpenAI](https://automatorplugin.com/share/openai/)**, and more. Ready to connect Easy Digital Downloads to LearnDash? [**Get your Automator Pro license now >>>**](https://www.automatorplugin.com/pricing) If you’re just learning to automate workflows and integrate your tech stack, **install and activate the FREE version of Automator** from your WordPress Admin Dashboard. And don’t forget to [**register your account**](https://automatorplugin.com/app-credits/) **to receive some complimentary app credits** so you can begin integrating with apps such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign/) and [**Drip**](https://automatorplugin.com/share/drip/). ## **How to Connect EDD to LearnDash** If you’re looking to create a **seamless Easy Digital Downloads and LearnDash integration**, here’s how you can get it done (for free): - **Step 1:** **[Install and activate the FREE version of Uncanny Automator](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/)**, LearnDash, and Easy Digital Downloads plugins on your WordPress site. - **Step 2:** With the three plugins installed, from your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. - **Step 3:** In the *Trigger* panel, select either EDD or LearnDash. From the dropdown list that appears, select a trigger. For example, **LearnDash > A user completes a course**. - **Step 4:** In the *Actions* panel, select either EDD or LearnDash. From the dropdown list that appears, select an action. For example, **EDD > Cancel the user’s subscription to a download**. - **Step 5:** Toggle the recipe from **Draft** to **Live**. That’s it! You’ve just connected Easy Digital Downloads to LearnDash. Now, with this basic knowledge under our belt, **let’s take a closer look** at creating powerful EDD and LearnDash integrations with Automator. ## **Manage LearnDash Course Enrollments With EDD** Selling LearnDash course access, or even group access, with Easy Digital Downloads is a solid strategy for administrators and educators. In this section, we’ll walk through a few Automator recipes that will help you manage course and group access with EDD. ### **Enroll Students in LearnDash Courses from EDD Downloads** [![An Uncanny Automator recipe to connect Easy Digital Downloads to LearnDash, enrolling users in a LearnDash course when they purchase an EDD product.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-1-1024x630.png "connect-easy-digital-downloads-to-learndash-automator-recipe-1")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-1.png) In the recipe pictured above, we’re able to enroll LearnDash students in a course when they purchase an Easy Digital Downloads product. Here’s how we did it: **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: We have configured our EDD Settings to require registration at checkout, thereby allowing us to configure our Automator recipe to work for logged-in users only. However, with Automator Pro you can easily create new users from triggers, allowing you to select “Everyone” as the recipe type. Both solutions create the same results, it’s just a matter of whichever one fits best into your existing workflows.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Enroll Students in LearnDash Courses from EDD Download”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Easy Digital Downloads**. [![easy-digital-downloads-integration](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png "easy-digital-downloads-integration")](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png) From the dropdown list that appears, select “A user purchases a download”. [![edd-trigger-a-user-purchases-a-download](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-a-download-1024x469.png "edd-trigger-a-user-purchases-a-download")](https://automatorplugin.com/wp-content/uploads/2024/08/edd-trigger-a-user-purchases-a-download.png) Automator will prompt you to select a download. Select the download that corresponds to the course to which you would like to enroll users. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LearnDash**. [![Uncanny Automator LearnDash integration tile, highlighted amongst other integration tiles.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png "automator-learndash-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-learndash-integration.png) From the dropdown list that appears, select “Enroll the user in a course”. [![Automotor LearnDash action to enroll a user in a course.](https://automatorplugin.com/wp-content/uploads/2025/03/learndash-action-unenroll-user-from-course-1024x430.png "learndash-action-unenroll-user-from-course")](https://automatorplugin.com/wp-content/uploads/2025/03/learndash-action-unenroll-user-from-course.png) Automator will prompt you to select a course. Select the course that corresponds to the Easy Digital Downloads product. Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to begin enrolling students in LearnDash courses from Easy Digital Downloads purchases. All you have to do is toggle the recipe from **Draft** to **Live**. [![An Uncanny Automator recipe to connect Easy Digital Downloads to LearnDash, enrolling users in a LearnDash course when they purchase an EDD product. The toggle to activate the recipe is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-1-live-1024x630.png "connect-easy-digital-downloads-to-learndash-automator-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-1-live.png) That’s it! You’ve just successfully created an Easy Digital Downloads and LearnDash integration that will enroll users in your courses when they make a purchase. [**Upgrade to Automator Pro to unlock even more powerful integrations >>>**](https://www.automatorplugin.com/pricing) ### **Unenroll Students from LearnDash Courses When EDD Subscriptions Expire** Now that we’ve seen how to enroll students in LearnDash courses based on their EDD purchases, let’s take a look at how to unenroll students. [![Automation recipe to connect Easy Digital Downloads to LearnDash. When an EDD subscription expires, the user is automatically unenrolled from a LearnDash course.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-2-1024x577.png "connect-easy-digital-downloads-to-learndash-automator-recipe-2")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-2.png) In the recipe pictured above, we’re able to automatically unenroll learners from courses when their EDD subscription expires. Here’s how we did it: **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the modal that appears, select **Logged-in users**. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Unenroll Students from LD Course When EDD Subscription Expires”. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Easy Digital Downloads**. From the dropdown list that appears, select “A user’s subscription to a download expires”. [![Easy Digital Downloads trigger selection in Uncanny Automator: "A user's subscription to a download expires" (Pro feature).](https://automatorplugin.com/wp-content/uploads/2025/03/edd-trigger-users-subscription-to-download-expires-1024x498.png "edd-trigger-users-subscription-to-download-expires")](https://automatorplugin.com/wp-content/uploads/2025/03/edd-trigger-users-subscription-to-download-expires.png) Automator will prompt you to select a download. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LearnDash**. From the dropdown list that appears, select “Unenrolle the user from a course”. [![LearnDash action selection in Uncanny Automator: "Unenroll the user from a course" (Pro feature).](https://automatorplugin.com/wp-content/uploads/2025/03/learndash-action-unenroll-user-from-course-1-1024x430.png "learndash-action-unenroll-user-from-course")](https://automatorplugin.com/wp-content/uploads/2025/03/learndash-action-unenroll-user-from-course-1.png) Automator will prompt you to select a course. Once you’re finished, click **Save**. **Step 5: Go Live!** You’re now ready to synchronize your LearnDash course enrollment with your Easy Digital Downloads subscriptions. All you have to do is toggle the recipe from **Draft** to **Live**. [![Automation recipe to connect Easy Digital Downloads to LearnDash. When an EDD subscription expires, the user is automatically unenrolled from a LearnDash course. The toggle to activate the recipe is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-2-live-1024x577.png "connect-easy-digital-downloads-to-learndash-automator-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-2-live.png) With these two automations up and running, you’re ready to create more of your own. Even so, in the next section, we’ll share some additional recipes with you to help automate more of your elearning workflows. ## **7 More Ways to Connect Easy Digital Downloads to LearnDash** If you’re not done automating your elearning workflows, we’ve got some additional recipes that you can implement now. ### **1. Award LearnDash Certificates for EDD Purchases** [![Automator recipe showing how to connect Easy Digital Downloads to LearnDash, awarding a LearnDash certificate when a user purchases a product via EDD if they have completed the corresponding course.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-3-1-1024x891.png "connect-easy-digital-downloads-to-learndash-automator-recipe-3")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-3.png) **Elearning Automation:** Upon purchasing specific downloadable content in EDD, automatically send a LearnDash certificate to the buyer’s email. **Use Cases:** - Streamline course completion certification. - Reward learner progress. - Create gamified learning incentives. - Certify membership or workshop attendance. - Certify professional development. ### **2. Connect EDD Codes to LearnDash Groups for Associations** [![Automator recipe demonstrating how to connect Easy Digital Downloads to LearnDash by adding users to a LearnDash group when they purchase an EDD download with a discount code.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-4-1024x559.png "connect-easy-digital-downloads-to-learndash-automator-recipe-4")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-4.png) **Elearning Automation:** When a learner purchases downloadable materials using a specific discount code in EDD, automatically add them to a LearnDash group. **Use Cases:** - Sell discount codes to associations and automatically add learners to their association’s LearnDash group(s). - Create private cohorts, exclusive communities, or specialized support groups based on discount codes. - Create targeted marketing campaigns by segmenting buyers into relevant LearnDash groups. - Enhance learner engagement by delivering specialized content, resources, or targeted announcements specific to their interests. - Simplify user management and immediately connect learners with the appropriate community and content based on their purchases. ### **3. Remove Expired EDD Licensees from LearnDash Groups** [![Automator recipe showing how to connect Easy Digital Downloads to LearnDash by automatically removing users from a LearnDash group when their EDD software license expires.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-5-1024x576.png "connect-easy-digital-downloads-to-learndash-automator-recipe-5")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-5.png) **Elearning Automation:** If a learner’s EDD license expires, remove them from corresponding LearnDash groups. effectively revoking access to special group-based content and privileges. **Use Cases:** - Automate the process of keeping premium group access behind a paywall, simplifying user management. - Ensure up-to-date group membership by immediately removing inactive learners, maintaining an engaged and active community. - Reduce administrative workload by automating the management of user permissions tied to subscription status or licensing validity. - Improve upsell opportunities by triggering follow-up communications or renewal offers when learners lose access due to license expiration. ### **4. Notify LD Group Leaders About EDD Subscription/License Cancellations** [![Automator recipe demonstrating how to connect Easy Digital Downloads to LearnDash by notifying LearnDash group leaders via email when a user cancels an EDD subscription.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-6-1024x577.png "connect-easy-digital-downloads-to-learndash-automator-recipe-6")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-6.png) **Elearning Automation:** If a learner cancels their subscription via EDD, notify LearnDash group leaders by email. **Use Cases:** - Notify instructors and/or administrators to potential churn or a drop in engagement to enhance retention workflows and enable immediate follow-up. - Allowing leaders to proactively address churn and gather feedback from departing subscribers. - Automate communication workflows to reduce manual monitoring of subscription status changes, enhancing administrative efficiency. ### **5. Extend Course Access for EDD License Purchases** [![Automator recipe that connects Easy Digital Downloads to LearnDash by extending a LearnDash course's access for 90 days when a new EDD license is created, provided the user hasn't completed the course.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-8-1024x872.png "connect-easy-digital-downloads-to-learndash-automator-recipe-8")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-8.png) **Elearning Automation:** When a user’s license is created for a downloadable resource in EDD, extend the learner’s access period to a LearnDash course., seamlessly aligning product licensing durations with course accessibility. **Use Cases:** - Incentivize ongoing engagement and encourage renewals. - Create exclusive offers and sales for first-time licensees and subscribers with extended access. - Ensure learners have adequate time to complete courses when purchasing supplementary downloadable resources. - Minimize administrative oversight by automating adjustments to learner access durations. - Boost upsell opportunities by clearly linking product purchases with extended access to valuable elearning content. ### **6. Reset LearnDash Course Progress from EDD Subscription Expiration** [![Automator recipe that connects Easy Digital Downloads to LearnDash by resetting a LearnDash course's progress when a user's EDD subscription expires.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-9-1024x577.png "connect-easy-digital-downloads-to-learndash-automator-recipe-9")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-9.png) **Elearning Automation:** If a user’s EDD subscription expires, Automator resets their LearnDash course progress. **Use Cases:** - Encourage timely renewals by clearly tying course progress retention to subscription status, thus increasing learner retention and revenue. - Maintain content exclusivity by ensuring only active subscribers have ongoing access to their personalized course progress. - Simplify compliance training and other types of annual ongoing human resource development by automatically resetting progress. - Simplify administrative management by automating user progress resets, eliminating manual interventions when subscriptions lapse. - Encourages continuous subscription renewal by providing clear incentive through visible loss of educational progress. ### **7. Unenroll and Reset LD Course Progress from EDD Subscription Changes** [![Automator recipe that connects Easy Digital Downloads to LearnDash by unenrolling users and resetting their course progress when their EDD subscription is canceled or expires.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-10-1024x829.png "connect-easy-digital-downloads-to-learndash-automator-recipe-10")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-easy-digital-downloads-to-learndash-automator-recipe-10.png) **Elearning Automation:** Automatically unenroll users from all group-associated LearnDash courses and reset their course progress when their EDD download subscription is either cancelled or expires. **Use Cases:** - Ensure premium content remains exclusive to active subscribers. - Simplify learner management by automatically removing inactive users, keeping group memberships current and organized. - Encourage prompt renewals by clearly linking ongoing course access and progress to an active subscription status. - Minimize administrative tasks and manual updates, providing educators more time to focus on content quality and learner support. - Keep LearnDash groups active with engaged members by automatically removing inactive ones. ## **Frequently Asked Questions** **Can I connect Easy Digital Downloads to LearnDash for free?** Yes, you can connect Easy Digital Downloads to LearnDash for free using Uncanny Automator. For more advanced features—such as unlimited app credits, action filters, *Loops*, and powerful addons—you’ll need an Automator Pro license. **What types of files can I deliver through Easy Digital Downloads?** Easy Digital Downloads supports virtually all digital file types, including ebooks, PDFs, audio files, video content, ZIP archives, and more. If it’s digital, chances are you can deliver it. **Do students need separate accounts for Easy Digital Downloads content?** No. Automator seamlessly integrates LearnDash and Easy Digital Downloads, meaning your students access all their course-related content directly within their existing LearnDash accounts. No extra logins required. **How much is an Automator Pro license?** Automator Pro licenses start at $149 per year, which includes unlimited app credits, unlimited recipes, action filters, and more. You can review all Automator Pro plans on our pricing page to find the best fit for your elearning needs. ## **Conclusion** **Connecting Easy Digital Downloads to LearnDash** using Uncanny Automator doesn’t just simplify your elearning workflows—**it transforms them**. In this article, we showed you how to **seamlessly integrate EDD downloads, subscriptions, and licenses** with your **LearnDash course access and learner progress**. We gave you some powerful automations to get started with and, hopefully, got you excited at the prospect of automating your elearning tasks. What other types of EDD and LearnDash integrations would you like to see? Let us know in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Make a Free WordPress Membership Website](https://automatorplugin.com/how-to-make-a-free-wordpress-membership-website/) **Published:** December 1, 2023 **Author:** Brendan Da Costa **Content:** *Create a free WordPress membership website in minutes with Uncanny Automator and simple, lightweight plugins. Then, when you’re ready, easily scale up to a premium subscription model.* [![Uncanny Automator mascots, U-Bot, putting WordPress plugins into a machine and getting membership tokens out, symbolizing the automation of a WordPress membership website.](https://automatorplugin.com/wp-content/uploads/2023/12/make-a-free-wordpress-membership-website-featured-image.jpg "make-a-free-wordpress-membership-website-featured-image")](https://automatorplugin.com/wp-content/uploads/2023/12/make-a-free-wordpress-membership-website-featured-image.jpg) Are you looking for a free way to **turn your WordPress website into a members’ only oasis?** Or maybe you just want a **cost-effective way to offer some exclusive content to paying subscribers?** Well, look no further! You’ve found the perfect solution. In this blog post, we’ll show you **how to set up a fully automated WordPress membership website** using nothing but **FREE plugins.** You’ll be able to register new users, create membership tiers, restrict content and collect membership fees. WordPress developers, this could be the one-size fits all solution for your clients. Now, without further ado, let’s start signing up some members! ## **Introduction** Running a WordPress membership website is easier than you might think. **And you don’t have to spend hundreds—or even thousands—of dollars building the right tech stack.** Right out of the box, WordPress has most of the elements that you would need to create an exclusive online community. The trick, however, is in **getting all of those elements to work together.** While there are plenty of paid solutions out there for creating a WordPress-based membership website, **this blog post focuses on free solutions.** We’ll make use of some tools that you likely already have (such as an e-commerce plugin) and introduce you to some FREE plugins that, altogether, will help you **create a lightweight membership website.** In the next section, we’ll take a look at the plugins that we’ll be using and the functions that they’ll serve in helping us turn our WordPress website into a members only retreat. ## **What You’ll Need for a Free WordPress Membership Website** At its core, a membership website only needs a few features to run smoothly. The plugins that we’ll feature in this blog post will give you access to all of the features that you need and then some. These plugins will allow you to: 1. register new users, 2. create new user roles/membership tiers, 3. restrict content by membership tier, and 4. collect membership fees/subscriptions. The plugins that we’ll be using are: 1. [**User Role Editor**](https://automatorplugin.com/share/user-role-editor/) 2. [**Content Control**](https://en-ca.wordpress.org/plugins/content-control/) 3. [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) 4. [**Uncanny Automator**](https://automatorplugin.com/pricing) Let’s take a closer look at the free plugins that we’ll use to create an automated WordPress membership website. ### 1. [User Role Editor](https://automatorplugin.com/share/user-role-editor/) WordPress user roles usually serve to manage permissions on the back-end of your website. But, if you’re looking for a lightweight membership solution, then you can **take advantage of user roles to create membership tiers.** You’ve likely already set up permissions for default user roles such as “Administrator” and “Subscriber”. **Except for the most experienced WordPress developers, we don’t recommend changing those permissions.** Nor do we recommend changing your theme’s [functions.php file](https://developer.wordpress.org/themes/basics/theme-functions/). So, how do you add, edit and remove user roles easily? **Enter** [**User Role Editor**](https://automatorplugin.com/share/user-role-editor/)**.** [![User Role Editor plugin banner featuring a red curtain background, gold theatrical masks, and the words "administrator," "contributor," and "subscriber" in gold text. Below, the plugin name, author, and download options are displayed.](https://automatorplugin.com/wp-content/uploads/2023/12/user-role-editor-homepage-1024x463.png "user-role-editor-homepage")](https://automatorplugin.com/wp-content/uploads/2023/12/user-role-editor-homepage.png) As the name suggests, this simple (and, of course, free) plugin allows you to **edit the user roles on your WordPress website** without writing any code. With just a few clicks in a very straightforward interface, you can **create user roles that correspond to membership tiers.** Furthermore, the User Role Editor plugin adds support for users having multiple roles. This means that your **users can have various membership types or levels**, allowing them to have greater control over their own user experience. We’ll walk you through creating these membership tiers in the next section. For now, all you need to do is [**install and activate the User Role Editor plugin on your WordPress website>>>**](https://automatorplugin.com/share/user-role-editor/)**.** ### 2. [Content Control](https://en-ca.wordpress.org/plugins/content-control/) At the core of any membership website is the ability to **restrict access to certain types of content or pages.** There are plenty of free and paid options available for placing content restrictions on your WordPress website. But few, if any, give you as much flexibility as the [**Content Control**](https://automatorplugin.com/share/content-control/) plugin. [![Animated banner for the Content Control plugin, showing its interface for restricting content on a WordPress website. The animation highlights options for limiting content visibility based on user roles and login status.](https://automatorplugin.com/wp-content/uploads/2023/12/control-control-plugin-homepage.gif "control-control-plugin-homepage")](https://automatorplugin.com/wp-content/uploads/2023/12/control-control-plugin-homepage.gif) Content Control allows you to **restrict parts of your website based on user roles**—and, as we’ve discussed, creating user roles is a cinch with User Role Editor. You can add as many restrictions as you’d like, tailor redirects, and even choose how much “teaser” content you want to show non-paying site visitors. We will, of course, walk you through creating some basic restrictions later on. For now, simply [**install and activate Content Control on your WordPress website>>>**](https://automatorplugin.com/share/conent-control/)**.** ### 3. [WooCommerce](https://automatorplugin.com/share/woocommerce/) With User Role Editor at your disposal, you can **create as many membership tiers as you want.** And the Content Control plugin will allow you to **restrict access to certain types of content and/or pages.** Now, you just need a way to sell membership access. For this, we’re turning to the free version of [**WooCommerce**](https://automatorplugin.com/share/woocommerce/). [![WooCommerce homepage section promoting its customizable eCommerce platform. The heading reads "Forget cookie-cutter ecommerce," emphasizing flexibility for online stores.](https://automatorplugin.com/wp-content/uploads/2023/12/woo-homepage-1024x775.png "woo-homepage")](https://automatorplugin.com/wp-content/uploads/2023/12/woo-homepage.png) WooCommerce is the **preferred e-commerce solution for millions of WordPress websites**—and with good reason. Woo “core”—i.e., the free forever version—allows you to **sell digital products and content** (such as membership access) with minimal setup. The best part of building your WordPress membership website with Woo is its scalability. With **countless premium addons and extensions**, you can easily grow your platform and membership benefits as your site grows. In the next section, we’ll walk you through configuring your Woo settings for an automated and free membership site. For now, [**download WooCommerce core for free>>>**](https://automatorplugin.com/share/woocommerce/). (Note: You will need either a [**Stripe account**](https://automatorplugin.com/share/stripe/) or a [**PayPal account**](https://automatorplugin.com/share/paypal/) in order to process payments with WooCommerce. It is free to set up a Stripe account, however, you will incur transaction fees.) ### 4. [Uncanny Automator](https://automatorplugin.com/pricing) Now that you have the **fundamental building blocks of a WordPress membership website**, you just need a way to stack them. This is where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in. [![Uncanny Automator homepage highlighting no-code automation, plugin integrations, and workflow automation with a demo video and "Get started" button.](https://automatorplugin.com/wp-content/uploads/2023/12/automator-homepage-1024x655.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/12/automator-homepage.png) Uncanny Automator is the #1 automation and integration plugin for WordPress websites. Simply put, this means that **Automator connects all of your favorite apps and plugins.** We’ll be using the free forever version of Automator to connect User Role Editor to WooCommerce so you can sell membership access. However, the paid version of Automator gives you access to countless more [**triggers, actions, and filter conditions.**](https://www.automatorplugin.com/all-triggers-and-actions) Furthermore, Automator Pro licenses come with **unlimited app credits for integrating engagement-boosting platforms** like **[Discord](https://automatorplugin.com/share/discord/)**, **[Slack](https://automatorplugin.com/share/slack/)**, and **[Mailchimp](https://automatorplugin.com/share/mailchimp/).** In the next section, we’ll show you how Automator pulls everything together. For now, make sure to [**install and activate Uncanny Automator for free>>>**](https://www.wordpress.org/plugins/uncanny-automator/)**.** (Note: Don’t forget to register your account with Automator. As a new user, you’ll receive complimentary app credits so you can try integrating your new membership website with CRMs such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) and [**Drip**](https://automatorplugin.com/share/drip/). You could even try promoting your new membership features on social media like **X/Twitter**, [**LinkedIn**](https://automatorplugin.com/share/linkedin-pages/) and **Facebook/Instagram**.) ## **Make a Free Membership Website in WordPress** Fantastic! We now have everything we need to **get started creating the free membership of our dreams.** Let’s get to it. **Step 1: Create Membership Roles** By default, unless you’ve changed your settings, WordPress will register new users as Subscribers. While you likely won’t want to remove that user role from your members, you will want to add new user roles to their profile that will double as your membership tiers. Recall that we’re going to use the User Role Editor plugin to accomplish this. From your **WordPress Admin Dashboard**, navigate to **Users > User Role Editor**. [![WordPress admin dashboard showing the "Users" menu expanded, with "User Role Editor" highlighted as a submenu item alongside "All Users," "Add New User," and "Profile."](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-users-user-role-editor-plugin.png "wordpress-users-user-role-editor-plugin")](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-users-user-role-editor-plugin.png) On the right-hand side of the screen, you’ll see a panel with options to edit user roles. Simply click **Add Role**. [![User Role Editor interface showing buttons for "Update," "Add Role" (highlighted), "Rename Role," "Add Capability," "Delete Role," and "Delete Capability."](https://automatorplugin.com/wp-content/uploads/2023/11/user-role-editor-add-role.png "user-role-editor-add-role")](https://automatorplugin.com/wp-content/uploads/2023/11/user-role-editor-add-role.png) A pop-up window will appear with three fields; “Role name”, “Display Role Name” and “Make copy of”. It is in this new window where you can name your new user role/membership tier. For example, we’ve created the membership tier “Bronze Member”, however, you can name your new user role anything you’d like. Whatever you enter into the **Role name field is how the user role will appear on the back-end** of your WordPress website. The value you enter into the **Display Role Name field is how the name will appear on the front-end**. [![User Role Editor "Add New Role" window showing fields for Role Name (ID) set to "bronze-member," Display Role Name as "Bronze Member," and copied from "Subscriber."](https://automatorplugin.com/wp-content/uploads/2023/11/user-role-editor-bronze-member.png "user-role-editor-bronze-member")](https://automatorplugin.com/wp-content/uploads/2023/11/user-role-editor-bronze-member.png) Finally, when you create a new role, the User Role Editor will duplicate the permissions of an existing user role. In most cases, you’ll simply want to duplicate the Subscriber user role as this is the default role for front-end users of your WordPress website. Once you’re finished, click **Add Role**. You can continue to add as many new user roles/membership tiers as you’d like. For example, we’ve added two more, “Silver Member” and “Gold Member”. **Step 2: Restrict Content to Membership Role(s)** Now that you have created your membership tiers, you can add the content restrictions that will define each membership tier. This is where we put the Content Control plugin to use. From your WordPress Admin Dashboard, navigate to **Settings > Content Control**. In the new screen, click **Add Restriction**. The first thing that you’ll want to do is to name your restriction and select the user roles who will have access to the content. For example, we’ve named this restriction “Bronze Member”. Next, we selected the “Bronze Member”, “Silver Member” and “Gold Member” user roles. (In other words, only members with a Bronze membership or higher will have access to the content that we define in this restriction.) [![GIF showing the Content Control plugin's "Restriction Editor" in WordPress. A restriction is created for logged-in users with the "Bronze Member" user role.](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-bronze-member-restriction.gif "content-control-bronze-member-restriction")](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-bronze-member-restriction.gif) Next, click on the **Protection** tab. This is where you can configure how you would like to protect your restricted content. For a more seamless user experience, you can redirect users who do not have the proper user role(s) to your membership product page. (We’ll show you how to set this up in the next step.) [![Content Control plugin's "Restriction Editor" in WordPress. The protection settings redirect users without access to a custom URL for a "Bronze Membership" page.](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-redirect-custom-url-1024x534.png "content-control-redirect-custom-url")](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-redirect-custom-url.png) Finally, under the **Content** tab, you can choose the content that you would like to place behind your membership paywall. The Content Control plugin offers you any number of ways to single out content. You can choose any content, from your entire site to blog posts with certain tags or even specific products based on their product ID. We imagine that you already have some content that you would like to restrict to paying members only. You probably also have a structure and hierarchy for your content, so we’ll allow you to configure these rules for yourself. As a simple example, we’ve chosen the rule “Content Is A Selected Page” and we will “house” our members-only content on this page. [![Content Control plugin's "Restriction Editor" in WordPress. A restriction is applied to the "Bronze Membership" page, limiting access based on user criteria.](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-content-is-a-selected-page-1024x734.png "content-control-content-is-a-selected-page")](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-content-is-a-selected-page.png) You can add more content simply by clicking **+ Add Rule**. You can even group rules together by clicking the **+ Add Group** button. Once you’re finished, use the **toggle** in the upper right-hand corner of the Restriction Editor window to enable the restriction. Next, click **Add Restriction**. When you’re finished, your new restriction should look something like this: [![WordPress Content Control plugin restriction list. The "Bronze Member" restriction is enabled, applied to logged-in users with "Bronze-Member" and "Gold-Member" roles.](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-enabled-restriction-1024x240.png "content-control-enabled-restriction")](https://automatorplugin.com/wp-content/uploads/2023/11/content-control-enabled-restriction.png) Continue adding new restrictions until you have protected the content that will define your various membership tiers. If you only have one membership tier, then you can simply add more rules to the restriction you’ve just created. **Step 3: Create Membership Products(s)** With the steps that you have taken thus far, you have more or less created your membership website. Now, you just need to give your site visitors a way to purchase membership access. Because we’re going to be using the free version of Uncanny Automator later on, we’ll need our would-be members to have a pre-existing user account on our WordPress website. Not to worry, this is something that WooCommerce can seamlessly integrate into our membership sign-up workflow for a smooth user experience. First, from your WordPress Admin Dashboard, navigate to **WooCommerce > Settings** and click on the **Accounts & Privacy** tab. Under “Guest checkout” and “Account creation”, unselect: - *Allow customers to place orders without an account* and select, - *Allow customers to log into an existing account during checkout* [![WooCommerce "Accounts & Privacy" settings tab. Options include guest checkout, account creation during checkout, automatic username generation, and password setup links.](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-settings-accounts-and-privacy-1024x360.png "woocommerce-settings-accounts-and-privacy")](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-settings-accounts-and-privacy.png) That’s it! Now, your soon-to-be members can create a free user account on your WordPress as part of their purchasing process. (Note: Paid versions of Uncanny Automator allow you to run automations on site visitors who do not have a pre-existing account on your WordPress website.) Now, it’s time to create your membership products. From your WordPress Admin Dashboard, head to **Products > Add New**. You can configure your membership product(s) however you would like as long as the **product type is “Simple product” and “Virtual”**. [![WooCommerce product settings showing a "Simple product" marked as "Virtual." The interface includes pricing fields and tabs for inventory, linked products, attributes, and advanced options.](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-simple-product-virtual-1024x509.png "woocommerce-simple-product-virtual")](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-simple-product-virtual.png) After you have configured your membership product, click **Save Draft** or schedule a time to “release” the product by clicking **Edit** next to “Publish”. [![WooCommerce product page for a "Bronze Membership" priced at $50. The image features a cartoon businessman holding a coin, with stacks of gold coins and a membership certificate.](https://automatorplugin.com/wp-content/uploads/2023/11/bronze-membership-product-1024x557.png "bronze-membership-product")](https://automatorplugin.com/wp-content/uploads/2023/11/bronze-membership-product.png) You now have just about everything you need to create your WordPress membership website. All that’s left for you to do now is the fun part! **Step 4: Register Members with Automator** Uncanny Automator works using *recipes* (i.e., combinations of triggers and actions). You can think of everything you’ve done thus far as gathering the ingredients to cook up a free WordPress membership website. All you need now is a master chef (a.k.a. Uncanny Automator) to combine those ingredients into a winning recipe. Let’s get to it. From your WordPress Admin Dashboard, navigate to **Automator > Add New**. In the pop-up modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) First, give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Bronze Membership Access”. Next, in the *Triggers* panel, from the menu of available integrations, select **Woo**. From the drop-down list that appears, select “A user completes, pays for, lands on a thank you page for an order with a product”. [![WooCommerce trigger selection screen in Uncanny Automator, highlighting the "A user completes, pays for, lands on a thank you page for an order with a product" trigger.](https://automatorplugin.com/wp-content/uploads/2023/12/woo-trigger-user-completes-pays-lands-on-thank-you-page-for-order-with-product-1024x493.png "woo-trigger-user-completes-pays-lands-on-thank-you-page-for-order-with-product")](https://automatorplugin.com/wp-content/uploads/2023/12/woo-trigger-user-completes-pays-lands-on-thank-you-page-for-order-with-product.png) Select the trigger condition and your membership product. Once you’re finished, click **Save**. Your trigger should now look something like this: [![WooCommerce trigger setup in Uncanny Automator: A user completes an order for the "Bronze Membership" product once. The trigger is live and active.](https://automatorplugin.com/wp-content/uploads/2023/12/woo-action-user-completes-order-bronze-membership-1024x431.png "woo-action-user-completes-order-bronze-membership")](https://automatorplugin.com/wp-content/uploads/2023/12/woo-action-user-completes-order-bronze-membership.png) Next, in the *Actions* panel, click **Add action** and select **WordPress** from the available integrations. From the drop-down list that appears, select “Add a new role to the user’s roles”. [![Uncanny Automator WordPress action selection. The action “Add a new role to the user's roles” is highlighted amongst other actions.](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-add-a-new-role-to-the-user-1024x489.png "wordpress-action-add-a-new-role-to-the-user")](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-add-a-new-role-to-the-user.png) Select your membership role and click **Save**. Your completed action should look something like this: [![Uncanny Automator WordPress action: "Add Role: Bronze Member to the user's roles" is set to live. Options to add another action or enable redirection are available.](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-add-a-new-role-to-the-user-2-1024x453.png "wordpress-action-add-a-new-role-to-the-user-2")](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-add-a-new-role-to-the-user-2.png) Your WooCommerce customers will have [**received a transactional email**](https://automatorplugin.com/the-best-transactional-email-service-providers-for-wordpress/) after purchasing their membership access. However, because you have registered for a new Automator account (you have, haven’t you?), there should be some app credits knocking around for you to use. To help onboard new members, add them to an [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) or [**HubSpot**](https://automatorplugin.com/share/hubspot/) drip campaign. [![Uncanny Automator actions: "Add Role: Bronze Member" to a user's roles in WordPress and add the user to "Members Only Mailing List" in ActiveCampaign. Both actions are live.](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-and-activecampaign-actions-add-bronze-member-role-add-to-list-1024x621.png "wordpress-and-activecampaign-actions-add-bronze-member-role-add-to-list")](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-and-activecampaign-actions-add-bronze-member-role-add-to-list.png) With or without a second action, you’re ready to roll out the red carpet for your members! All you have to do is toggle the recipe from **Draft** to **Live** and let Automator serve up your membership offerings on a silver platter. [![Uncanny Automator recipe for a WordPress membership website: When a user completes a WooCommerce order for "Bronze Membership," they are assigned the "Bronze Member" role in WordPress and added to the "Members Only Mailing List" in ActiveCampaign.](https://automatorplugin.com/wp-content/uploads/2023/12/bronze-membership-access-recipe-updated-1024x771.png "bronze-membership-access-recipe-updated")](https://automatorplugin.com/wp-content/uploads/2023/12/bronze-membership-access-recipe-updated.png) Congratulations! You’ve just set up a fully automated (and totally free) WordPress membership website! ## **Upgrade Your Free WordPress Membership Website** We would like to think that this was a pretty **straightforward solution to creating a free, automated membership website in WordPress.** However, if you would prefer something even simpler, there’s nothing wrong with paying for expedience and convenience. If you would rather have a **simpler solution**, or if you’re a WordPress developer looking for a cleaner solution for your clients, we recommend [**Automator Plus or Elite**](https://www.automatorplugin.com/pricing). ![Logo for Uncanny Automator's Custom User Fields Addon. The logo shows the icon for a person with three lines representing custom fields next to it.](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-fields-icon.svg) No Caption ![The logo for Uncanny Automator's Restrict Content Addon. The logo contains an icon of an eye, half-covered, representing the ability to restrict content in WordPress.](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-icon.svg) No Caption ![Logo for Uncanny Automator's Custom User Fields Addon. The logo shows the icon for a person with three lines representing custom fields next to it.]() No Caption ![The logo for Uncanny Automator's Restrict Content Addon. The logo contains an icon of an eye, half-covered, representing the ability to restrict content in WordPress.]() No Caption These premium plans of the Uncanny Automator plugin come with **two addons at no additional cost that make setting up a WordPress membership website even easier.** The Uncanny Automator **Custom User Fields Addon** allows you to collect and manage information about your members. You can even create membership tiers at the user meta level. Want to celebrate their birthday? How about creating membership credits to encourage engagement? Or maybe you’d like to give your members the ability to display their socials on your website? It’s all possible with the [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/)**.** [![Uncanny Automator Custom User Fields addon interface displaying four fields: Job Title, Facebook, Instagram, and Country. Each field has an associated shortcode for easy integration, along with edit and delete icons.](https://automatorplugin.com/wp-content/uploads/2023/12/automator-custom-user-fields-addon-job-title-facebook-etc-1024x539.png "automator-custom-user-fields-addon-job-title-facebook-etc.")](https://automatorplugin.com/wp-content/uploads/2023/12/automator-custom-user-fields-addon-job-title-facebook-etc.png) Then, once you’ve created custom membership tiers and profiles, use **Uncanny Automator’s** [**Restrict Content Addon**](https://automatorplugin.com/restrict-content-addon/) to create your membership ecosystem. The Restrict Content Addon allows you to create access levels that you can map onto membership tiers. [![Uncanny Automator Access Levels settings for a WordPress membership website, showing Gold, Silver, and Bronze membership levels with shortcodes for access control.](https://automatorplugin.com/wp-content/uploads/2023/11/uncanny-automator-restrict-content-access-levels-1024x520.png "uncanny-automator-restrict-content-access-levels")](https://automatorplugin.com/wp-content/uploads/2023/11/uncanny-automator-restrict-content-access-levels.png) Furthermore, you’ll get **total control over your content’s protection** with post and page level content restriction. And, in case that wasn’t granular enough, **you can even restrict access to certain blocks within a post or page!** Finally, upgrading to Automator Plus and Elite unlocks even more powerful tools for integrating and automating your membership website. [![WordPress Restrict Content settings for a WordPress membership website, limiting post access to logged-in users with the Bronze Member access level.](https://automatorplugin.com/wp-content/uploads/2023/11/automator-post-level-content-restriction-358x1024.png "automator-post-level-content-restriction")](https://automatorplugin.com/wp-content/uploads/2023/11/automator-post-level-content-restriction.png) ## **Frequently Asked Questions** **What is a WordPress membership website?** A WordPress membership website is a site where access to certain content, products, or services is restricted to registered users. This can include free or paid memberships, where users must sign up or purchase access to view exclusive content. **How do I create a free membership website in WordPress?** You can create a free membership website in WordPress using free plugins like User Role Editor, Content Control, [**WooCommerce**](https://automatorplugin.com/share/woocommerce/), and [**Uncanny Automator**](https://www.automatorplugin.com/pricing). These plugins allow you to register new users, create membership tiers, restrict content, and automate user role assignments. **What plugins do I need to build a WordPress membership website?** To build a basic membership site for free, you’ll need: • **User Role Editor** to create custom membership roles • **Content Control** to restrict content based on user roles • **WooCommerce** to handle membership payments • **Uncanny Automator** to integrate the apps and plugins in your membership workflows. **Can I sell memberships on my WordPress site?** Yes! Using [**WooCommerce**](https://automatorplugin.com/share/woocommerce/), you can sell membership access as a virtual product. When a user purchases a membership, use Uncanny Automator to assign the appropriate user role, granting them access to restricted content that corresponds to their membership tier. **Is Uncanny Automator required for a WordPress membership website?** While not required, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) significantly simplifies the process by automating tasks like assigning user roles after a purchase. It eliminates the need for manual intervention and integrates seamlessly with WordPress plugins. **How much is an Automator Pro license?** Automator Pro licenses begin at $149/year for the Pro – Basic plan and go up to $399/year for the Pro – Elite plan. All Automator Pro licenses give users access to [**all of Automator’s triggers, actions, and filter conditions**](https://www.automatorplugin.com/all-triggers-and-actions). Additionally, Pro users get unlimited app credits and recipes, giving them more ways to optimize their workflows and reduce their operating costs. Pro – Plus and Pro – Elite plans also give users access to additional sites (perfect for developers) and powerful addons. **Can I restrict content based on membership level or user role in WordPress?** Yes! With **Content Control**, you can restrict access to pages, posts, and even specific sections of content based on user roles. The **Uncanny Automator** [**Restrict Content Addon**](https://automatorplugin.com/restrict-content-addon/) offers even more granular control by allowing restrictions at the block level. **How do I upgrade my free membership website to a premium one?** You can upgrade your membership website by: • Offering **paid membership tiers** via **WooCommerce**. • Using **Automator Pro** for advanced automations. • Adding the **Restrict Content Addon** to fine-tune access control. • Using the **Custom User Fields Addon** to collect and manage user information. ## **Conclusion** We hope that you’re enjoying your new **free WordPress membership website.** And, with top-notch exclusive offerings, we’re sure that **your member list will grow.** When you need some additional help managing your roster of rockstar members, we’re confident that you’ll know where to turn. For WordPress developers, **an Automator Elite license makes it easy and cost-effective to create membership websites** for your clients. Additionally, they’ll get the exclusive automation and integration power that comes along with Automator Basic to help them **manage their business as it grows.** Have any questions about setting up a free membership website in WordPress? Want to know how Automator can help you serve up delicious recipes for your members? **Drop us a line in the comments section below** and we’ll get right back to you! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** content restriction addon, membership, user fields addon, woocommerce --- ### [How to Connect FluentBooking to Google Sheets—and More](https://automatorplugin.com/connect-fluentbooking-to-google-sheets-and-more/) **Published:** September 12, 2024 **Author:** Brendan Da Costa **Content:** *Connect FluentBooking to Google Sheets with Uncanny Automator. Log your meetings, save your notes and never miss another date with this seamless integration.* [![connect-fluentbooking-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-featured-image.jpg "connect-fluentbooking-to-google-sheets-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-featured-image.jpg) Are you looking for a quick and easy way to log your [**FluentBooking**](https://automatorplugin.com/share/fluentbooking/) meeting details? Maybe you want to centralize your meeting notes. Or analyze your meeting times. Perhaps you’re simply looking to create a detailed log for future reference. Whatever the reason, you’ve landed on the right page. In this article, we’ll show you how to create a seamless FluentBooking to [**Google Sheets**](https://automatorplugin.com/share/google-sheets/) integration using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this walkthrough, you’ll be able to log all of your FluentBooking meeting details in a Google Sheets spreadsheet. But the time-saving integration magic doesn’t end there. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) so you can connect FluentBooking to all of your favorite apps and plugins, such as [**Slack**](https://automatorplugin.com/share/slack/), [**Notion**](https://automatorplugin.com/share/notion/), [**OpenAI**](https://automatorplugin.com/share/openai/) and more. But that’s enough of an introduction for now. Let’s get started. ## Why Connect [FluentBooking](https://automatorplugin.com/share/fluentbooking/) to [Google Sheets](https://automatorplugin.com/share/google-sheets/) with [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 integration and automation tool for WordPress websites. Using simple combinations of triggers and actions called recipes, you can automate workflows across all of your apps and plugins. [![connect-fluentbooking-to-google-sheets-homepage](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-homepage.jpg "connect-fluentbooking-to-google-sheets-homepage")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-homepage.jpg) When it comes to connecting FluentBooking to Google Sheets, Automator has some unique advantages over the competition. - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. You can log dozens or even thousands of FluentBooking meetings for the same cost. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness:** Automator integrates fully with your WordPress website and your chosen apps and plugins. This means that you incorporate as much data into your FluentBooking and Google Sheets workflows as you choose. Using *tokens*, you can integrate meeting times, locations, attendees and even metadata from your website. - **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. Connecting FluentBooking to Google Sheets is just the beginning. - **Scalability:** As your WordPress business grows and your meetings fill up your calendar, you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to log hundreds or even thousands of meeting details with the click of a button. These are just some of the standout features that make Automator the best tool for integrating FluentBooking and Google Sheets. [**Ready to log your meetings? Grab your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect FluentBooking to Google Sheets—and so much more! ## **Log One-to-One FluentBooking Meetings in Google Sheets** Now that you have your Automator license, let’s take a look at creating our first recipe. [![connect-fluentbooking-to-google-sheets-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-1-1024x597.png "connect-fluentbooking-to-google-sheets-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-1.png) In the recipe pictured above, we’re able to log all of our one-to-one FluentBooking meetings in Google Sheets as they are scheduled. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Log One-to-One FluentBooking Meetings in Google Sheets”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **FluentBooking**. [![fluentbooking-integration](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-integration.png "fluentbooking-integration")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-integration.png) From the dropdown list that appears, select *A one-to-one meeting is scheduled*. [![fluentbooking-trigger-one-to-one-meeting-scheduled](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-trigger-one-to-one-meeting-scheduled-1024x484.png "fluentbooking-trigger-one-to-one-meeting-scheduled")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-trigger-one-to-one-meeting-scheduled.png) Your completed trigger should look like this: [![fluentbooking-trigger-one-to-one-meeting-scheduled-live](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-trigger-one-to-one-meeting-scheduled-live-1024x330.png "fluentbooking-trigger-one-to-one-meeting-scheduled-live")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-trigger-one-to-one-meeting-scheduled-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Google Sheets**. [![automator-google-sheets-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png "automator-google-sheets-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png) If you haven’t already, follow the prompts to connect your Google account and select the spreadsheet(s) you want to which you want to grant access. Once you’re finished return to the recipe editor. From the dropdown list that appears, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-1024x307.png "google-sheets-action-create-a-row-in-a-google-sheet")](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet.png) Once you select the *Spreadsheet* and *Worksheet* where you want to log your FluentBooking meetings, Automator will retrieve the *Columns*. (Note: Automator will return the first value in each column from your spreadsheet.) We’re going to populate the *Value* fields using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To retrieve a token, click on the **Asterisk** and select the token that corresponds to the *Column*. For example, in the “Meeting Title” column, you can add the “Meeting Title” token. [![fluentbooking-meeting-title-token](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-meeting-title-token-1024x757.png "fluentbooking-meeting-title-token")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-meeting-title-token.png) Use tokens and/or static entries to fill out the remaining *Values*. (Note: You can leave a *Value* field empty if you do not want to log information.) Once you’re finished, click **Save**. Your completed action should look like this: [![google-sheets-action-create-a-row-in-a-google-sheet-live](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live-1024x442.png "google-sheets-action-create-a-row-in-a-google-sheet-live")](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live.png) **Step 5: Go Live!** You’re just about ready to connect FluentBooking to Google Sheets. All that’s left for you to do now is toggle the recipe from *Draft* to *Live*. [![connect-fluentbooking-to-google-sheets-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-1-live-1024x597.png "connect-fluentbooking-to-google-sheets-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-1-live.png) That’s it! Connecting FluentBooking to any of your favorite apps and plugins with Automator is never more complicated than five short steps and a few clicks. So why stop there? Keep your meeting notes organized and your attendees in the loop with a dedicated [**Slack**](https://automatorplugin.com/share/slack/) channel. Just add a second action to the recipe we created together to create a brand new Slack channel just for your meeting. [![create-slack-channel-for-fluentbooking-meeting](https://automatorplugin.com/wp-content/uploads/2024/09/create-slack-channel-for-fluentbooking-meeting-1024x665.png "create-slack-channel-for-fluentbooking-meeting")](https://automatorplugin.com/wp-content/uploads/2024/09/create-slack-channel-for-fluentbooking-meeting.png) [**Want to make more recipes like this one? Get your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) ## **Update FluentBooking Meetings in Google Sheets** Logging your FluentBooking meetings in Google Sheets is one thing. Keeping those logs up-to-date is another. Fortunately, Automator has features for that too. [![connect-fluentbooking-to-google-sheets-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-2-1024x597.png "connect-fluentbooking-to-google-sheets-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-2.png) In the recipe pictured above, we’re able to automatically update our meeting status and notes once a meeting is canceled. Let’s take a look at how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Update FluentBooking Group Meetings in Google Sheets”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **FluentBooking**. From the dropdown list that appears, select *A meeting is cancelled*. [![fluentbooking-trigger-a-meeting-is-cancelled](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-trigger-a-meeting-is-cancelled-1024x482.png "fluentbooking-trigger-a-meeting-is-cancelled")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentbooking-trigger-a-meeting-is-cancelled.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Google Sheets**. From the dropdown list appears, select *Update a row in a Google Sheet*. [![google-sheets-action-update-a-row](https://automatorplugin.com/wp-content/uploads/2024/09/google-sheets-action-update-a-row-1024x311.png "google-sheets-action-update-a-row")](https://automatorplugin.com/wp-content/uploads/2024/09/google-sheets-action-update-a-row.png) Select the *Spreadsheet* and *Worksheet* where you log your FluentBooking meetings. Next, select a column from your spreadsheet. Automator will use this column to match a value of your choice to identify a row to update. For example, we have selected our “Meeting Title” column to match a “Meeting Title” token. [![match-value](https://automatorplugin.com/wp-content/uploads/2024/09/match-value.png "match-value")](https://automatorplugin.com/wp-content/uploads/2024/09/match-value.png) Next, toggle *Update* from “No” to “Yes” for the row values that you want to update. In our example, we are updating “Status” and “Notes”. You can use a combination of static values and tokens in the *Values* fields. [![update-status-and-notes](https://automatorplugin.com/wp-content/uploads/2024/09/update-status-and-notes-1024x354.png "update-status-and-notes")](https://automatorplugin.com/wp-content/uploads/2024/09/update-status-and-notes.png) Once you’re finished, click **Save**. **Step 5: Go Live!** All that’s left for you to do is toggle your recipe from *Draft* to *Live*. [![connect-fluentbooking-to-google-sheets-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-2-live-1024x597.png "connect-fluentbooking-to-google-sheets-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-fluentbooking-to-google-sheets-recipe-2-live.png) That’s it! By now, we’re pretty confident that you’ve gotten the hang of creating Automator recipes that connect FluentBooking to Google Sheets. [**If you haven’t already, make sure to grab your Automator license and continue creating deliciously time-saving recipes>>>.**](https://www.automatorplugin.com/pricing) ## **More Ways to Connect Fluent Booking to Google Sheets** Now that you’ve gotten the hang of creating Automator recipes, you can start coming up with **Fluent Booking and Google Sheets integrations** of your own. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), with more on the way all of the time, so connecting Fluent Booking to Google Sheets is just the beginning. **Automator’s R.I.C.H framework** can help you identify more opportunities for organizing and streamlining your meetings. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. **Remember, when it comes to automation, think RICH!** ## **Frequently Asked Questions** **Can I connect FluentBooking to Google Sheets for free?** Yes, you can connect FluentBooking to Google Sheets for free using the Uncanny Automator plugin. Uncanny Automator offers a free version that includes a limited number of app credits, allowing you to create basic integrations at no cost. You can upgrade to the Pro version if you need more extensive or unlimited automation capabilities​. **How do I log FluentBooking meetings into Google Sheets automatically?** To log FluentBooking meetings into Google Sheets, you can use Uncanny Automator. First, create a new automation recipe in the Automator plugin, selecting FluentBooking as the trigger and Google Sheets as the action. When a new meeting is scheduled or canceled, Automator will automatically add the meeting details, such as time and attendees, into your chosen Google Sheets document​. **What kind of data can I log from FluentBooking into Google Sheets?** With the Uncanny Automator integration, you can log various FluentBooking data into Google Sheets, including meeting titles, times, attendees, locations, and other custom fields. The integration uses dynamic tokens to automatically populate columns in your Google Sheets spreadsheet with this data​. **Is coding required to connect FluentBooking to Google Sheets?** No, coding is not required. The Uncanny Automator plugin provides a user-friendly interface that allows you to set up the integration with FluentBooking and Google Sheets using a simple click-and-play method. You can create automation recipes in just a few steps without needing to write any code​. **Can I update FluentBooking meeting records in Google Sheets if a meeting is canceled?** Yes, you can automatically update FluentBooking meeting records in Google Sheets if a meeting is canceled. Uncanny Automator allows you to set up a recipe that triggers when a meeting is canceled, which then updates the corresponding row in Google Sheets with the new status or other relevant details​. **How much is an Automator Pro license?** Automator Pro licenses begin at $149/year for the Pro – Basic plan and go up to $399/year for the Pro – Elite plan. All Automator Pro licenses give users access to [**all of Automator’s triggers, actions, and filter conditions**](https://www.automatorplugin.com/all-triggers-and-actions). Additionally, Pro users get unlimited app credits and recipes, giving them more ways to optimize their workflows and reduce their operating costs. Pro – Plus and Pro – Elite plans also give users access to additional sites (perfect for developers) and powerful addons. ## **Conclusion** In this post, we’ve shown you how easy it can be to connect FluentBooking to Google Sheets with Uncanny Automator. We’ve shown you a few methods for effortlessly tracking and managing your appointments, automatically logging key details like meeting times, attendees, and notes. Whether you followed this tutorial using the free version with complimentary app credits, or you’ve already upgraded to the Pro version for more advanced workflows, this setup can save you time and streamline your operations. [**Ready to enhance your booking process? Get started with Uncanny Automator today and unlock the full potential of your FluentBooking data!**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect Restrict Content Pro to FluentCRM](https://automatorplugin.com/connect-restrict-content-pro-to-fluentcrm/) **Published:** September 25, 2024 **Author:** Brendan Da Costa **Content:** *Connect Restrict Content Pro to FluentCRM with Uncanny Automator. Sync your member contacts, automatically generate lists, tag members and much more.* [![connect-restrict-content-pro-to-fluentcrm-featured-image](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-featured-image.jpg "connect-restrict-content-pro-to-fluentcrm-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-featured-image.jpg) Are you looking for a way to sync your [**Restrict Content Pro**](https://automatorplugin.com/share/restrict-content-pro/) members to FluentCRM? Maybe you want to automatically tag your members after they access restricted content? Or, perhaps, you’d like to generate [**FluentCRM**](https://automatorplugin.com/share/fluentcrm/) lists based on RCP membership tiers? Whatever the reason, you’ve landed on the right page. In this ultimate guide, we’ll show you how to create a seamless Restrict Content Pro and FluentCRM integration using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). We’ll walk you through setting up your first few Automator recipes and leave you with some ideas for enhancing your integrations. The best part? You can [**get started for FREE right now**](https://wordpress.org/plugins/uncanny-automator/). So, without further ado, let’s get into the good stuff. ## Why Connect [Restrict Content Pro](https://automatorplugin.com/share/restrict-content-pro/) to [FluentCRM](https://automatorplugin.com/share/fluentcrm/) with [Automator](https://automatorplugin.com/pricing) When it comes to connecting Restrict Content Pro to FluentCRM, WordPress users have a few options. However, only one of those options offers a **free**, **no-code seamless integration**: [**Uncanny Automator**](https://automatorplugin.com/share/fluentcrm/). [![connect-restrict-content-pro-to-fluentcrm-automator-home](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-automator-home.jpg "connect-restrict-content-pro-to-fluentcrm-automator-home")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-automator-home.jpg) You may already know Automator as the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins, such as [**Restrict Content Pro**](https://automatorplugin.com/share/restrict-content-pro/) and [**FluentCRM**](https://automatorplugin.com/share/fluentcrm/). While Automator is simply the best overall integration tool for WordPress users, there are some features that we believe set Automator apart from the rest. - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can sync dozens, hundreds or even thousands of contacts between Restrict Content Pro and FluentCRM without incurring any additional costs. The more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness:** Automator integrates fully with your WordPress website and your chosen apps and plugins. Using [*tokens*](https://automatorplugin.com/action-tokens/), you can segment your FluentCRM contacts using any data from your WordPress website, including order information, course progress, social links, login dates, and anything else you can think of. - **Integrations:** Are you paying for dozens of addons? Is bloatware slowing down your website? Replace your addons and bloatware with Automator. With [**253 integrations**](https://www.automatorplugin.com/integrations) (and more on the way all of the time) Automator can help you connect Restrict Content to FluentCRM and… just about any other app or plugin you can think of. - **Scalability:** Want to replace one tag with another across thousands of contacts? As your membership business grows and your user and contact lists get longer, you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to create and manage as countless contacts with the click of a button. [**Ready to connect Restrict Content Pro to FluentCRM? Get your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). In addition to connecting Restrict Content Pro to FluentCRM, you’ll get a limited number of app credits to try out integrations with [**OpenAI**](https://automatorplugin.com/share/openai/), [**Slack**](https://automatorplugin.com/share/slack/), [**Notion**](https://automatorplugin.com/share/notion/) and much more. ## **Add Restrict Content Pro Members to FluentCRM** Now that you have Automator, let’s take a look at creating our first Restrict Content Pro and FluentCRM integration. [![connect-restrict-content-pro-to-fluentcrm-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-1-1024x614.png "connect-restrict-content-pro-to-fluentcrm-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-1.png) In the recipe pictured above, we’re able to automatically add our Restrict Content Pro members to FluentCRM whenever they purchase a membership. Additionally, we can automatically add them to a FluentCRM list that corresponds to their membership level. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add Restrict Content Pro Members to FluentCRM”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Restrict Content Pro**. [![restrict-content-pro-integration](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-integration.png "restrict-content-pro-integration")](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-integration.png) From the dropdown list that appears, select *A user purchases a membership level*. [![restrict-content-pro-trigger-user-purchases-a-membership-level](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-user-purchases-a-membership-level-1024x384.png "restrict-content-pro-trigger-user-purchases-a-membership-level")](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-user-purchases-a-membership-level.png) Automator will prompt you to select a membership level. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![restrict-content-pro-trigger-user-purchases-a-membership-level-live](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-user-purchases-a-membership-level-live-1024x358.png "restrict-content-pro-trigger-user-purchases-a-membership-level-live")](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-user-purchases-a-membership-level-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **FluentCRM**. [![fluentcrm-integration](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-integration.png "fluentcrm-integration")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-integration.png) From the dropdown list that appears, select *Add/Update a contact*. [![fluentcrm-action-add-update-a-contact](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-add-update-a-contact-1024x475.png "fluentcrm-action-add-update-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-add-update-a-contact.png) Automator will present you with a form to fill out the new contact’s information. We’re going to use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) to fill out these fields. To use a token, click the **Asterisk** in a field and select the corresponding token. For example, we have selected the token “User first name” to populate the *First name* field. [![user-first-name-token-for-fluentcrm-contact](https://automatorplugin.com/wp-content/uploads/2024/09/user-first-name-token-for-fluentcrm-contact.png "user-first-name-token-for-fluentcrm-contact")](https://automatorplugin.com/wp-content/uploads/2024/09/user-first-name-token-for-fluentcrm-contact.png) Fill out the remaining fields using a combination of tokens and static data. [**Want to collect more data from your WordPress users? Get the Custom User Fields Addon for free with an Automator Pro – Plus or Elite license>>>.**](https://automatorplugin.com/custom-user-fields-addon/) At the bottom of the form, you can select the FluentCRM list(s) to which you want to add purchasers of this membership level. [![fluentcrm-contact-lists-basic-membership](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-contact-lists-basic-membership.png "fluentcrm-contact-lists-basic-membership")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-contact-lists-basic-membership.png) Once you’re finished, click **Save**. Your completed action should look like this: [![fluentcrm-action-add-update-a-contact-live](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-add-update-a-contact-live-1024x441.png "fluentcrm-action-add-update-a-contact-live")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-add-update-a-contact-live.png) **Step 5: Go Live!** You’re just about ready to connect Restrict Content Pro to FluentCRM. All you need to do is toggle the recipe from *Draft* to *Live*. [![connect-restrict-content-pro-to-fluentcrm-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-1-live-1024x614.png "connect-restrict-content-pro-to-fluentcrm-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-1-live-1024x614.png) [**Ready to make more awesome recipes like this one? Get your Automator Pro license now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **Remove Restrict Content Pro Members from FluentCRM Lists** Now that you’ve gotten the hang of creating Automator recipes, let’s take a look at another powerful way to connect Restrict Content Pro to FluentCRM. If a paid newsletter subscription is part of your Restrict Content Pro membership features, then you’ll love the recipe pictured below. [![connect-restrict-content-pro-to-fluentcrm-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-2-1024x785.png "connect-restrict-content-pro-to-fluentcrm-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-2.png) With this recipe, we’re able to automatically remove our Restrict Content Pro members from FluentCRM lists if/when their membership expires or is canceled. This automated workflow can help you manage your monetized newsletter so you can focus on creating content instead of curating lists. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Remove Members from FluentCRM Lists”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Restrict Content Pro**. From the dropdown list that appears, select *A user’s membership to a specific level expires*. [![restrict-content-pro-trigger-users-membership-expires](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-users-membership-expires-1024x382.png "restrict-content-pro-trigger-users-membership-expires")](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-users-membership-expires.png) Automator will prompt you to select the membership level. Once you’re finished, click **Save**. Next, in the *Trigger* panel, click **Add trigger**. Select **Restrict Content Pro** and, from the dropdown list, select *A user’s membership to a specific level is canceled*. [![restrict-content-pro-trigger-users-membership-is-cancelled](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-users-membership-is-cancelled-1024x382.png "restrict-content-pro-trigger-users-membership-is-cancelled")](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-trigger-users-membership-is-cancelled.png) Once again, Automator will prompt you to select a membership level. Once you’re finished, click **Save**. Whenever you have two or more triggers in an Automator recipe, you will need to define whether *Any* or *All* triggers must be satisfied for the recipe to run. In this case, we want the recipe to run when *Any* of the triggers are satisfied. Your *Trigger* panel should now look something like this: [![restrict-content-pro-triggers-live](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-triggers-live-1024x621.png "restrict-content-pro-triggers-live")](https://automatorplugin.com/wp-content/uploads/2024/09/restrict-content-pro-triggers-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **FluentCRM**. From the dropdown list that appears, select *Remove the user from lists*. [![fluentcrm-action-remove-the-user-from-lists](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-remove-the-user-from-lists-1024x476.png "fluentcrm-action-remove-the-user-from-lists")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-remove-the-user-from-lists.png) Automator will prompt you to select the list(s) from which you want to remove the user. Once you’ve selected the list(s), click **Save**. Your completed action should look something like this: [![fluentcrm-action-remove-the-user-from-lists-live](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-remove-the-user-from-lists-live-1024x442.png "fluentcrm-action-remove-the-user-from-lists-live")](https://automatorplugin.com/wp-content/uploads/2024/09/fluentcrm-action-remove-the-user-from-lists-live.png) **Step 5: Go Live!** All you have to do now is toggle the recipe from *Draft* to *Live*. [![connect-restrict-content-pro-to-fluentcrm-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-2-live-1024x785.png "connect-restrict-content-pro-to-fluentcrm-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-2-live.png) [**How many more ways can you connect Restrict Content Pro to FluentCRM? Discover the possibilities with an Automator Pro license>>>.**](https://www.automatorplugin.com/pricing) ## **More Exciting Ways to Connect Restrict Content Pro to FluentCRM** By now, we’re pretty confident that you’re an expert in creating Automator recipes that connect Restrict Content Pro to FluentCRM. Nevertheless, here are some additional recipes that you might want to try out. ### **Connect FluentCRM to Restrict Content Pro** So far, we’ve looked at different ways to connect Restrict Content Pro to FluentCRM. But what about the other way around? Automator has triggers and actions for both FluentCRM and Restrict Content Pro, meaning that you can create a two-way integration. For example, in the recipe pictured below, we’re able to add users to a trial membership based on their FluentCRM status. [![connect-restrict-content-pro-to-fluentcrm-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-3-1024x603.png "connect-restrict-content-pro-to-fluentcrm-recipe-3")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-3.png) This is a simple example of how Automator can help you turn leads into members. ### **Tag Members Based on Content Views** Want to further segment your Restrict Content Pro members in FluentCRM? Use a recipe like the one pictured below to automatically tag your members based on the content that they view. [![connect-restrict-content-pro-to-fluentcrm-recipe-4](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-4-1024x631.png "connect-restrict-content-pro-to-fluentcrm-recipe-4")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-restrict-content-pro-to-fluentcrm-recipe-4.png) You can customize this recipe by adjusting the number of times that a user must view your restricted content before receiving a tag. You can also set restrictions on the number of total times that this recipe will run to only tag the first given number of members to view specific content. [**Want to try making more recipes like these ones? Get your Automator Pro license now if you haven’t already and upgrade your email marketing campaigns>>>.**](https://www.automatorplugin.com/pricing) If you still need more ways to integrate Restrict Content Pro and FluentCRM, you can use Automator’s R.I.C.H framework for identifying opportunities for automation. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. **Remember, when it comes to automation, think RICH!** ## **Frequently Asked Questions** **Can I connect Restrict Content Pro to FluentCRM for free?** Yes, you can connect Restrict Content Pro to FluentCRM for free with Uncanny Automator. Simply download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). In addition to connecting Restrict Content Pro to FluentCRM, you’ll get a limited number of app credits to try out integrations with [**OpenAI**](https://automatorplugin.com/share/openai/), [**Slack**](https://automatorplugin.com/share/slack/), [**Notion**](https://automatorplugin.com/share/notion/) and much more. **Can I automate email sequences in FluentCRM based on user subscription levels in Restrict Content Pro?** Yes, using Uncanny Automator, you can create workflows that trigger FluentCRM email sequences when a user subscribes to or cancels a membership in Restrict Content Pro. For example, you can send a welcome email when a user subscribes or trigger a re-engagement campaign when their subscription expires. **Do I need coding knowledge to connect Restrict Content Pro to FluentCRM?** No, you don’t need any coding knowledge to integrate Restrict Content Pro with FluentCRM using Uncanny Automator. Automator provides a user-friendly interface that lets you create workflows by selecting triggers and actions from dropdowns, making the integration simple and accessible to anyone. **Can I segment my FluentCRM contacts based on Restrict Content Pro membership levels?** Yes, Uncanny Automator enables you to automatically tag users in FluentCRM and/or sort them into lists based on their membership level in Restrict Content Pro. This allows you to create highly targeted email campaigns, segment your audience, and improve the relevance of your email communications. **What are some examples of triggers and actions I can set up between Restrict Content Pro and FluentCRM?** Automator has tons of triggers and actions for Restrict Content Pro and FluentCRM alike. These flexible triggers and actions allow you to connect Restrict Content Pro to FluentCRM just about any way that suits your workflows. Whether a paid newsletter subscription is part of your membership offerings or you simply want to keep your members in the loop with your latest membership features, Automator has you covered. For a full list of Automator’s triggers and actions, [**click here**](https://automatorplugin.com/all-triggers-and-actions/). **How much is an Automator Pro license?** Automator Pro licenses start at $149/year for a Basic plan. Every Automator Pro license gives you access to all of Automator’s triggers and actions, unlimited app credits, and unlimited recipes along with powerful features such as filters and *Loops*. Higher tier Automator Pro licenses, Plus and Elite, give users access to more sites and powerful addons. ## **Conclusion** Integrating Restrict Content Pro with FluentCRM using Uncanny Automator is a powerful way to streamline your membership management and marketing efforts. With no coding required, you can easily automate workflows, segment users, and trigger targeted email campaigns based on membership activity. [**Ready to enhance your automation? Get started with Uncanny Automator today and unlock the full potential of your WordPress site.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect BuddyBoss to LearnDash (Step By Step)](https://automatorplugin.com/how-to-connect-buddyboss-to-learndash/) **Published:** December 18, 2021 **Author:** Sandipan **Content:** *Create a community for your e-learners with a seamless BuddyBoss and LearnDash integration by Uncanny Automator!* [![Uncanny Automator mascot, U-Bot, connecting BuddyBoss to LearnDash, symbolizing integration and automation between the two platforms.](https://automatorplugin.com/wp-content/uploads/2021/12/connect-buddyboss-to-learndash-featured-image.jpg "connect-buddyboss-to-learndash-featured-image")](https://automatorplugin.com/wp-content/uploads/2021/12/connect-buddyboss-to-learndash-featured-image.jpg) Are you planning to connect BuddyBoss to LearnDash? This article can help! With the [**Uncanny Automator**](https://www.automatorplugin.com/pricing) plugin, you can integrate BuddyBoss and [**LearnDash**](https://automatorplugin.com/share/learndash) to build an e-learning campus community like no other. Want to enroll students in LearnDash courses based on their [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) group membership, or vice versa? How about celebrating quiz and course completions in a sitewide activity stream or personalized private message? You can do it all with Automator! But that’s enough of a preamble. Let’s get into the good stuff. ## **Introduction** In this step-by-step guide, we’ll show you how to easily connect BuddyBoss to LearnDash with the Uncanny Automator plugin. You’ll learn how to automate time-consuming tasks on your e-learning site and even create new, engagement boosting workflows. Let’s dive in. ## Why Connect [BuddyBoss](https://automatorplugin.com/share/buddyboss/) to [LearnDash](https://automatorplugin.com/share/learndash) with [Uncanny Automator](https://www.automatorplugin.com/pricing) [**LearnDash**](https://automatorplugin.com/share/learndash) is a popular LMS that makes creating and selling courses on your e-learning website a breeze. Easily create quizzes, award certificates, and add multiple features with the help of addons. On the other hand, [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) is a social plugin for WordPress websites with which you can build online communities and sell memberships with related materials. If you’ve been thinking that BuddyBoss is the perfect plugin to turn your e-learning website into a virtual campus, then your head is in the right place. In fact, the BuddyBoss theme already has [a great addon for LearnDash users](https://www.buddyboss.com/resources/docs/integrations/learndash/buddypress-for-learndash/) who prioritize community. But, if you want to create a totally seamless integration and a fully engaged student community, then you’ll want [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) As the #1 automation and integration plugin for WordPress websites, Automator can be your favorite e-learning administrator and student coordinator, all in one! Don’t believe us? We’ll walk you through setting up your very first Automator recipes so you can test out this integration for yourself. [**Just grab your Automator license so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **Send a BuddyBoss Message for LearnDash Course Completion** In creating your first Automator recipe, we’ll start with a simple example; sending a congratulatory private message to a user for completing a course. [![buddyboss-and-learndash-course-completion-message-recipe](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-and-learndash-course-completion-message-recipe-1024x619.png)](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-and-learndash-course-completion-message-recipe.png) Here’s the step-by-step guide for how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “BuddyBoss and LearnDash: Course Completion Message”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select *A user completes a course*. [![learndash-trigger-a-user-completes-a-course](https://automatorplugin.com/wp-content/uploads/2021/12/learndash-trigger-a-user-completes-a-course-1024x475.png)](https://automatorplugin.com/wp-content/uploads/2021/12/learndash-trigger-a-user-completes-a-course.png) Automator will prompt you to select a course. By default, *Any course* will be selected but you can choose a specific course. Once you’re finished, your completed trigger should look something like this: [![learndash-trigger-a-user-completes-any-course-live](https://automatorplugin.com/wp-content/uploads/2021/12/learndash-trigger-a-user-completes-any-course-live-1024x363.png)](https://automatorplugin.com/wp-content/uploads/2021/12/learndash-trigger-a-user-completes-any-course-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **BuddyBoss**. [![buddyboss-integration](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-integration.png) From the dropdown list appears, select *Send a private message to the user*. [![buddyboss-action-send-a-private-message-to-the-user](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-action-send-a-private-message-to-the-user-1024x496.png)](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-action-send-a-private-message-to-the-user.png) Automator will prompt you to draft the message. You can personalize the message using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To select a token, simply click the **Asterisk** in any field. [![buddyboss-private-message-with-tokens](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-private-message-with-tokens.png)](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-private-message-with-tokens.png) Once you’ve drafted your message, click **Save**. Your completed action should look something like this: [![buddyboss-action-send-a-private-message-to-the-user-live](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-action-send-a-private-message-to-the-user-live-1024x487.png)](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-action-send-a-private-message-to-the-user-live.png) **Step 5: Go Live!** You’re almost done with your first BuddyBoss and LearnDash integration. All you need to do now is toggle the recipe from *Draft* to *Live*. [![buddyboss-and-learndash-course-completion-message-recipe-live](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-and-learndash-course-completion-message-recipe-live-1024x619.png)](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-and-learndash-course-completion-message-recipe-live-1024x619.png) Why stop there? Did you know that you can add multiple triggers and actions to your Automator recipes? You can also run *Loops*; i.e., larger automations that perform actions on users or posts in bulk! Like in the recipe pictured below, for example, where we’re able to enroll all members of a BuddyBoss group in a LearnDash course with the click of a button! [![buddyboss-group-course-enrollment](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-group-course-enrollment-1024x841.png)](https://automatorplugin.com/wp-content/uploads/2021/12/buddyboss-group-course-enrollment.png) With recipes like these, you’re well on your way to creating a virtual campus with a vibrant sense of community. ## **More BuddyBoss and LearnDash Integrations** Now that you’ve gotten the hang of creating Automator recipes, you can start coming up with **BuddyBoss and LearnDash integrations** of your own. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), with more on the way all of the time, so connecting BuddyBoss to LearnDash is just the beginning. **Automator’s R.I.C.H framework** can help you identify more opportunities to create an engagement-rich and vibrant elearning environment. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. **Remember, when it comes to automation, think RICH!** ## **Frequently Asked Questions** **Can I connect BuddyBoss to LearnDash for free?** Yes, you can connect BuddyBoss to LearnDash for free using Uncanny Automator. Simply install and activate the free version of Automator on your WordPress website and start creating powerful automations. You can also register your account to receive complimentary app credits so you can try out premium integrations like Slack, OpenAI, Discord, and more. **Why should I connect BuddyBoss to LearnDash?** Connecting BuddyBoss to LearnDash creates an immersive elearning environment. BuddyBoss is WordPress’ leading social plugin while LearnDash is the leading elearning plugin. Engaged students are likelier than not to complete courses and modules and retain vital learning information. **Do I need to code to connect BuddyBoss to LearnDash?** No, you do not need to write or even read any code to connect BuddyBoss to LearnDash with Automator. Automator has an intuitive click-and-play interface that takes the complexity out of creating dynamic, integrated workflows. **How much is an Uncanny Automator Pro license?** Automator Pro licenses start at $149/year for a Basic plan and go up to $399/year for Elite plans. Every Automator Pro license gives you access to all of Automator’s triggers, actions, and conditions. Other Pro features include unlimited app credits, unlimited recipes, bulk automations in the form of *Loops*, and much more. Plus and Elite licenses give users access to additional sites and powerful addons. ## **Conclusion** In this step-by-step guide, we showed you how easy it is to connect BuddyBoss to LearnDash with **[Uncanny Automator](https://www.automatorplugin.com/pricing)**. Hopefully, we’ve given you some ideas for powerful automations that you can create on your own. Nevertheless, if you have any questions, drop us a line in the comments sections below and we’ll get back to you! Until next time, happy automating! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [6+ Heroic Knowledge Base Automations That Will Revolutionize Your Customer Support](https://automatorplugin.com/6-heroic-knowledge-base-automations/) **Published:** March 19, 2025 **Author:** Brendan Da Costa **Content:** *Discover 6+ Heroic Knowledge Base automations that will change the way you work. Integrate AI into your customer support workflows, turn tickets into articles, and more with Automator.* [![Two Uncanny Automator mascots stand beside a laptop displaying the Heroic Knowledge Base logo, representing seamless Heroic Knowledge Base automations for WordPress.](https://automatorplugin.com/wp-content/uploads/2025/03/heroic-knowledge-base-automations-featured-image.jpg "heroic-knowledge-base-automations-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/03/heroic-knowledge-base-automations-featured-image.jpg) Did you know that almost [**9 out of 10 Millennials**](https://knowmax.ai/blog/knowledge-management-statistics/) (those born between 1981 and 1996) turn to **search engines for answers before reaching out to customer support?** That means **if your knowledge base isn’t optimized** to provide fast, accurate solutions, you might be **frustrating your customers** before they even submit a support ticket. However, with the right tools, **your support documentation can write itself**. Imagine automatically **tracking an article’s performance** to optimize FAQ sections. Or how about converting customer inquiries into helpful documentation? And why not **power your knowledge base with AI?** By automating key processes like these, you can create a **self-service customer support system** that has all of the answers at all of the right times. Not only will your **customers find answers faster**, but your **support team will spend less time responding** to the same queries over and over again. In this guide, we’ll walk you through **6+** [**Heroic Knowledge Base**](https://automatorplugin.com/share/heroic-knowledge-base/) **automations** that will revolutionize the way you work. The best part? You can **implement most of these automations for free** with [**Uncanny Automator**](https://www.automatorplugin.com/pricing). You won’t even have to write a single line of code. Let’s dive in. ## Why Automate [Heroic Knowledge Base](https://automatorplugin.com/share/heroic-knowledge-base/)? No matter how smart your knowledge base is, **it can always be smarter.** Even if your knowledge base articles are **clear and well-written**, you still need to keep them **updated and fresh**. Additionally, your customers might not always know **exactly what they’re looking for.** And if they’re **not getting the information they need?** Your support team is the next stop—leading to **higher ticket volumes and longer response times.** By automating Heroic Knowledge Base, you can: - **Provide faster, more efficient support:** Automatically route customer feedback, generate AI-powered suggestions, and streamline ticket escalation. - **Improve content quality:** Track article effectiveness in real-time and flag outdated content for review. - **Reduce manual work:** Eliminate repetitive tasks by converting customer interactions into actionable insights and new content. Think of automation like **hiring an extra support agent** who works behind the scenes, ensuring that customers always have access to the most relevant, up-to-date information.**With Uncanny Automator**, setting up workflows that **support your customer support team** takes just a few clicks and even fewer minutes. [![Two Uncanny Automator mascots stand beside a laptop displaying the Heroic Knowledge Base logo, highlighting how Heroic Knowledge Base automations streamline WordPress site management.](https://automatorplugin.com/wp-content/uploads/2025/03/heroic-knowledge-base-automations-automator-home.jpg "heroic-knowledge-base-automations-automator-home")](https://automatorplugin.com/wp-content/uploads/2025/03/heroic-knowledge-base-automations-automator-home.jpg) [**Get your Automator Pro license now >>>**](https://www.automatorplugin.com/pricing) In the next sections, we’ll explore **six strategies for automating Heroic Knowledge Base** that will absolutely change the way you work. ## **Automating Knowledge Base Analytics** Did you know that [**57% of customer support calls**](https://hbr.org/2010/07/stop-trying-to-delight-your-customers) **come from users who already tried to find answers on a company’s website?** This means that a significant portion of support tickets could be avoided if businesses had **better knowledge base insights**. Moreover, **businesses that track their customers’ usage of their knowledge base can get a headstart** when answering calls and replying to tickets. Here are two simple but yet highly effective ways to track your knowledge base articles’ performance. ### **1. Capture & Analyze Article Performance Automatically** [![An Automator recipe demonstrating a Heroic Knowledge Base automation, capturing negative article ratings and storing the data in Google Sheets for analysis. The trigger and action fields are mapped, highlighting available tokens.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-heroic-knowledge-base-to-google-sheets-tokens-1024x953.png "connect-heroic-knowledge-base-to-google-sheets-tokens")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-heroic-knowledge-base-to-google-sheets-tokens.png) When customers **upvote an article**, it’s a clear sign that your **documentation is working as intended**. On the other hand, when they **downvote an article**, it means that your **documentation missed its mark.** Heroic Knowledge Base (HKB) already keeps track of your articles’ views and votes. However, with Uncanny Automator, you can **track important additional information** with the use of *tokens* (dynamic data from your WordPress website and from within recipes). You can then **use this additional information (such as user IDs, dates and time, articles tags and categories, etc.) to contextualize the raw data** you get from HKB. By analyzing more detailed data like this, your team can prioritize **which articles need improvement**, reducing unnecessary support inquiries. Furthermore, **the insights you glean from this data can help you optimize your knowledge base content** in the future. [**Connect Heroic Knowledge Base to Google Sheets >>>**](https://www.automatorplugin.com/pricing) ### **2. Track Customer KB Article Usage** [![An Automator recipe demonstrating a Heroic Knowledge Base automation that tracks customer feedback on knowledge base articles. It logs both positive and negative ratings and sends the data to Airtable via a webhook for analysis.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-heroic-knowledge-base-to-airtable-1024x732.png "connect-heroic-knowledge-base-to-airtable")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-heroic-knowledge-base-to-airtable.png) Imagine if one of your regular customers couldn’t resolve their issue from one of your knowledge base articles and **reached out to your support team**. Or, perhaps, they were able to resolve their issue but **still needed additional support**. With automation, when this customer opened a ticket or picked up the phone, your support team **could see exactly which HKB articles the customer saw, when, and could read the comments they left.** That’s the idea behind the Automator recipe pictured above. Providing your support team with this additional information can help them better **understand where the customer is along their journey and what kind of assistance they need.** [**Give your customer support team the power of automation >>>**](https://www.automatorplugin.com/pricing) ## **Integrating HKB Automations with Customer Support & AI** Customer expectations are **higher than ever**. In fact, [**67% of Millennials**](https://knowmax.ai/blog/knowledge-management-statistics/) **have raised their expectations for customer support in the past year**. However, traditional support methods, like **phone and email, are no longer the go-to choices for younger customers.** Instead, they prefer **self-service solutions that provide instant answers** without waiting on hold. Here are a few knowledge base automations that can help you leverage changing customer preferences and habits. From **automated tickets to AI-powered knowledge base articles**, these automations will help you match (and exceed) customer expectations. ### 3. Create [Fluent Support](https://automatorplugin.com/share/fluentsupport/) Tickets From Unhelpful Articles [![An Automator recipe showcasing a Heroic Knowledge Base automation that creates a Fluent Support ticket when a user gives a negative rating to any knowledge base article, streamlining customer support.](https://automatorplugin.com/wp-content/uploads/2025/03/fluent-support-ticket-from-hkb-article-rating-1024x626.png "fluent-support-ticket-from-hkb-article-rating")](https://automatorplugin.com/wp-content/uploads/2025/03/fluent-support-ticket-from-hkb-article-rating.png) When a customer gives a **negative rating** to a knowledge base article, it’s a strong signal that the content isn’t answering their question. Instead of waiting for them to reach out to support, you can **proactively create a support ticket in** [**Fluent Support**](https://automatorplugin.com/share/fluentsupport/), turning a negative customer experience into an opportunity to impress. By automatically escalating **low-rated articles into support tickets**, your team can quickly respond to customer pain points, **effectively reducing the likelihood of a refund or bad review.** This proactive approach also gives your team the opportunity to update documentation and **prevent future customers from facing the same issue.** [**Connect Heroic Knowledge Base to Fluent Support >>>**](https://www.automatorplugin.com/pricing) ### **4. Provide AI-Powered Assistance for Customers** [![An Automator recipe showcasing a Heroic Knowledge Base automation that triggers when a user gives a negative rating to an article. It then leverages GPT-4 to generate helpful links and emails them to the user for improved customer support.](https://automatorplugin.com/wp-content/uploads/2025/03/ai-generated-links-for-customer-support-1024x764.png "ai-generated-links-for-customer-support")](https://automatorplugin.com/wp-content/uploads/2025/03/ai-generated-links-for-customer-support.png) Sometimes, customers simply need **better knowledge base recommendations**, not necessarily direct assistance. By integrating Heroic Knowledge Base with **OpenAI’s GPT-4**, you can **generate AI-powered article suggestions** based on customer queries. What makes this automation particularly effective is the ability to use tokens to **personalize the response**, so the **AI can address any specific pain points that a customer might have raised in their comments**. This automation ensures that customers get **tailored content recommendations instantly**, reducing their need to contact support. Over time, this can **drastically cut down ticket volume** and improve overall customer satisfaction. By implementing these automations, you’re not just improving your **knowledge base usability**—you’re transforming it into a **dynamic support tool** that adapts to your customers’ needs in real time. [**Power your knowledge base with AI >>>**](https://www.automatorplugin.com/pricing) ## **Streamlining Knowledge Base Content Management** A robust knowledge management system can **reduce the amount of time that your customers spend looking for information** [**by up to 35%**](https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-social-economy)**.** What’s more, is that a well-organized and thorough knowledge base can **boost organization-wide productivity by 20-25%.** However, **without proper content management (read: automation)**, knowledge bases can quickly become outdated, disorganized, or overloaded with redundant information. By automating key content workflows, you can **keep your knowledge base relevant, accurate, and easy to navigate**—all while saving time for your support team. (And headaches for your customers.) ### **5. Convert Customer Support Tickets into Knowledge Base Articles** [![An Automator recipe showcasing a Heroic Knowledge Base automation that generates KB articles from Fluent Support tickets. When an agent replies to a ticket, OpenAI generates content, WordPress creates an article, and a ClickUp task.](https://automatorplugin.com/wp-content/uploads/2025/03/generate-knowledge-base-articles-from-tickets-1024x796.png "generate-knowledge-base-articles-from-tickets")](https://automatorplugin.com/wp-content/uploads/2025/03/generate-knowledge-base-articles-from-tickets.png) So, we showed you how to automate the process of turning negative ratings into customer tickets. And we showed you how to **integrate AI with Heroic Knowledge Base.** Now, what if we told you that you could **automate the process of turning tickets into knowledge base articles using AI?** If your support team is **answering the same questions over and over again**, why not turn those responses into helpful knowledge base articles? In the recipe pictured above, we’re able to **turn one of our agent’s responses to a ticket into a draft for a knowledge base article using AI.** Then, we simply created a task in [**ClickUp**](https://automatorplugin.com/share/clickup/) so our content team can review the draft, make any necessary edits, and then publish it. By automating this process, you can **quickly populate your knowledge base with real customer inquiries**, reducing future ticket volume. This automation ensures that **valuable support responses don’t go to waste**, helping customers find solutions without needing to submit a ticket. [**Generate knowledge base articles with AI and Automator >>>**](https://www.automatorplugin.com/pricing) ### **6. Automatically Flag Underperforming Articles for Review** [![An Automator recipe showcasing a Heroic Knowledge Base automation that flags underperforming articles. When an article receives a negative rating, its usefulness score is checked, and if below a threshold, the status is set to pending in WordPress, and a Slack notification is sent.](https://automatorplugin.com/wp-content/uploads/2025/03/review-underperforming-heroic-knowledge-base-articles-1024x885.png "review-underperforming-heroic-knowledge-base-articles")](https://automatorplugin.com/wp-content/uploads/2025/03/review-underperforming-heroic-knowledge-base-articles.png) Articles that begin **racking up negative feedback** can indicate **unclear, outdated, or, worse yet, incorrect information.** Instead of manually checking performance, you can **automatically flag these articles for review**, ensuring that your knowledge base stays up to date. For example, the recipe we created above takes down an underperforming knowledge base article if its “Usefulness” score drops below to “-1” or lower. Automator will then send a Slack message to one of our agents so they can review the post, make any necessary changes and republish it. By automating this process, your team can **focus on improving content that needs attention** without wasting time manually monitoring article performance. [**Automate knowledge base content updates >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Automate Your Knowledge Base** If you’re still looking for more Heroic Knowledge Base automations, we’ve got a solution for you. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more triggers, actions, filters, and features than we can count. In other words, there are endless ways for you to automate your knowledge base. **Automator’s R.I.C.H framework** can help you identify more opportunities to automate customer service workflows. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. **Remember, when it comes to automation, think RICH!** Ready to create some Heroic Knowledge Base Automations of your own? [**Get your Automator Pro license and revolutionize your customer support >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I automate Heroic Knowledge Base for free?** Yes! Uncanny Automator’s free version allows you to set up basic Heroic Knowledge Base automations, such as tracking article views and capturing feedback. You can even register your account to receive complimentary apps credits, giving you limited access to premium integrations such as OpenAI. **How do automations improve customer support?** Automations help customers find answers faster by recommending relevant content, tracking feedback, and escalating unresolved issues. This also reduces ticket volume, allowing your support team to focus on more complex inquiries. **What integrations work best with Heroic Knowledge Base?** In this article, we showed you how to integrate Heroic Knowledge Base with apps and plugins like Fluent Support, Google Sheets, Slack, ClickUp, and OpenAI. But Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), giving you countless ways to augment your customer support workflows. **Can I create AI-generated content for my knowledge base?** Yes, you can use AI-generated content in your knowledge base. In fact, we recommend it! By integrating Heroic Knowledge Base and OpenAI with Automator, you can generate article drafts, rewrite outdated content, and suggest related resources, enhancing your knowledge base with minimal effort. **How do I ensure my knowledge base remains up to date?** Use automations to flag outdated articles, track low-rated content, and schedule regular AI-powered updates. This ensures that your knowledge base remains accurate, relevant, and useful to your customers. ## **Conclusion** With these Heroic Knowledge Base automations, you can **streamline support workflows, improve content quality, and enhance customer satisfaction**—all while reducing manual work. In this guide, we explored different automations for: - **tracking article performance and customer feedback,** - **automatically escalate unresolved issues into support tickets,** - **using AI to generate and refine knowledge base content, and** - **keeping your team informed with real-time notifications.** With Uncanny Automator, setting up these workflows takes just a few clicks—allowing you to focus on **what matters most: delivering outstanding customer support.** Ready to **supercharge your knowledge base with automation?** [**Give yourself some support with an Automator Pro license >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Integrate Discord and WordPress: 3+ Community Engagement Hacks](https://automatorplugin.com/how-to-integrate-discord-and-wordpress/) **Published:** March 17, 2025 **Author:** Brendan Da Costa **Content:** *Integrate Discord and WordPress with Uncanny Automator and engage with your community like never before. Dive into these no-code, low cost engagement hacks!* [![An illustration representing WordPress Discord integration, featuring Uncanny Automator’s mascot linking the Discord and WordPress logos with a dynamic, connected design.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-discord-to-wordpress-integration-featured-image.jpg "connect-discord-to-wordpress-integration-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-discord-to-wordpress-integration-featured-image.jpg) Did you know that Discord has over [**150 million active monthly users**](https://www.statista.com/statistics/1367908/discord-mau-worldwide/) each month? Once just a hangout for gamers, [**Discord**](https://automatorplugin.com/share/discord/) has evolved into a **powerful community platform** used by organizations and businesses of all kinds, from educators to ecommerce entrepreneurs. If you’re running a **WordPress site**, integrating it with Discord can help you **engage your audience, manage memberships, and automate important notifications**. The best part? You can do it all **without any manual work or even a single line of code**. Whatever type of online community you’re managing a **Discord WordPress integration** can: - **Streamline member/customer onboarding** by assigning roles based on purchases or registrations. - **Keep your community engaged** with real-time updates on blog posts, product launches, and announcements. - **Moderate access** by automatically granting or removing Discord roles based on membership status. In this guide, we’ll show you how to **connect Discord to WordPress** in just a few steps using [**Uncanny Automator**](https://www.automatorplugin.com/pricing)**, the best Discord WordPress plugin** for no-code automation. Let’s get started. ## Why Connect [Discord](https://automatorplugin.com/share/discord/) to WordPress with [Automator](https://automatorplugin.com/pricing) With **online community engagement reaching** [**historic highs**](https://www.gwi.com/blog/online-communities), the need for businesses to provide their customers with a digital “clubhouse” has never been greater. Ever since its release in 2015, Discord has been **a popular platform for online communities** with a **particularly engaged user base**. Here’s why **automating a Discord WordPress integration** using Uncanny Automator is essential for growing businesses: ### **1. Build an Engaged Community** A **strong online community** not only increases engagement—**it boosts your bottom line**. In fact: - [**85% of marketers**](https://bettermode.com/blog/online-community-stats) say that online communities improve the customer journey. - [**27.3% of buyers**](https://bettermode.com/blog/online-community-stats) consult with a product-related community before making a purchase. By **connecting WordPress to Discord**, you can automatically bring your website users into an **interactive space** where they can **ask questions, participate in discussions, and stay engaged with your brand.** By adding automation into the mix, you can build a highly engaged online community without adding hours worth of tasks to your daily operations. With automation, you can: - **Auto-invite users** to your Discord server when they sign up on your site. - **Assign community roles** based on their purchases, subscriptions, or course enrollments. - **Send updates to a dedicated Discord channel** whenever you publish new content. ### **2. Simplify Membership Management** If you run a **membership site or another type of gated or paywalled community**, manually managing **Discord roles and access** is time-consuming. Automator makes it effortless: - **Sync Discord roles with membership tiers**—when a user upgrades or cancels, their Discord role updates automatically. - **Remove inactive users** from premium channels when their subscription expires. - **Create private discussion spaces** for specific customer groups, students, or VIP members. ### **3. Automate Notifications & Announcements** Tired of manually posting updates to your Discord server? Automator lets you: - **Send a message to a Discord channel** whenever a new blog post is published or any type of new content goes live on your website. - **Notify members when a product is back in stock** or when a sale goes live. - **Send private Discord messages** to users based on their actions (for example, purchase confirmations). ## **What Makes Automator the Best Discord WordPress Plugin?** Not all **Discord WordPress integrations** are created equal. Some require custom coding, while others have limited automation features. **Uncanny Automator** stands out because it’s: ### **100% No-Code & Easy to Use** Forget about **webhooks, bots, and complex API setups**. Automator lets you create Discord automations with just a few clicks in fewer minutes. ### **Works with Your Favorite Apps & WordPress Plugins** Automator seamlessly connects Discord with [**WooCommerce**](https://automatorplugin.com/share/woocommerce/)**,** [**LearnDash**](https://automatorplugin.com/share/learndash)**,** [**MemberPress**](https://automatorplugin.com/share/memberpress)**,** [**Gravity Forms**](https://automatorplugin.com/share/gravityforms)**,** [**Drip**](https://automatorplugin.com/share/drip/) **and** [**253 more integrations**](https://www.automatorplugin.com/integrations). More so than any other integration tools, Automator empowers you to **build workflows tailored to your community’s needs**. ### **Packed with Powerful Discord Actions** With **9 Discord automation actions**, Automator gives you **full control over your online community**. You can: - **Add users to a channel** when they complete a purchase or course. - **Assign roles automatically** based on membership level. - **Send private messages** to users based on their behavior. - **Create new Discord channels** dynamically for course cohorts or discussion groups. - **Remove roles or members** when their access expires. ### **Scales with Your Community** Whether you’re managing **an exclusive niche community or a large organization with thousands of members**, Automator ensures **smooth, reliable automation**—helping you save time and focus on growing your audience. [![An illustration promoting a Discord WordPress plugin, featuring Uncanny Automator’s mascot pointing at a laptop screen displaying the Discord and WordPress logos.](https://automatorplugin.com/wp-content/uploads/2025/03/discord-wordpress-integration-automator.jpg "discord-wordpress-integration-automator")](https://automatorplugin.com/wp-content/uploads/2025/03/discord-wordpress-integration-automator.jpg) [**Get Automator Pro and turn customers into community >>>**](https://www.automatorplugin.com/pricing) Not ready to commit to an Automator Pro license? No worries. You can still **connect Discord to WordPress** using the **FREE version of Automator**. Simply **install and activate Automator** from your WordPress Admin Dashboard, then [**register your account**](https://automatorplugin.com/app-credits/) to receive complimentary app credits. ## **How to Integrate Discord and WordPress** To start creating Discord and WordPress integrations with Automator, follow these steps: 1. **Install and activate Uncanny Automator**. 2. From your **WordPress Admin Dashboard**, navigate to **Automator > Settings**. 3. Under the **App integrations** tab, select **Discord** and click **Connect Discord account**. 4. Automator will prompt you to **sign in to a Discord account**, or ask you to **authorize permissions** if you are already signed in. 5. From the Automator Settings page, click **Connect** to sync any/all of the **Discord servers** you want to have connected to your WordPress website. That’s it! You’ve successfully **integrated your Discord server(s) with your WordPress website**. ## **3 Powerful Discord WordPress Automations** Now that you have a **powerful, community-building integration** all set up, let’s take a look at creating your first Automator recipes. ### 1. Add [Woo Members](https://automatorplugin.com/share/woocommerce-memberships/) to Discord Servers & Channels If you’re running a [**WooCommerce Memberships**](https://automatorplugin.com/share/woocommerce-memberships/) website, you can easily make exclusive Discord servers part of your membership offerings with the recipe pictured below. [![Uncanny Automator recipe to connect Discord to WordPress, adding WooCommerce members to a Discord server automatically when they join a membership plan.](https://automatorplugin.com/wp-content/uploads/2025/03/add-woo-members-to-discord-automator-recipe-1024x634.png "add-woo-members-to-discord-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2025/03/add-woo-members-to-discord-automator-recipe.png) Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup modal that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: We were able to select “Logged-in users” because our Woo settings require login/registration at checkout.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add Woo Members to Discord Server + Channel”. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Woo Memberships**. [![A highlighted Woo Memberships integration tile within a grid of WordPress plugin integrations, including BuddyBoss and Easy Digital Downloads amongst others.](https://automatorplugin.com/wp-content/uploads/2025/03/woo-memberships-integration.png "woo-memberships-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/woo-memberships-integration.png) From the dropdown list that appears, select **A user is added to a membership plan**. [![A Woo Memberships trigger selection interface displaying options for automating actions. The highlighted trigger is "A user is added to a membership plan."](https://automatorplugin.com/wp-content/uploads/2025/03/woo-memberships-trigger-user-is-added-to-membership-plan-1024x485.png "woo-memberships-trigger-user-is-added-to-membership-plan")](https://automatorplugin.com/wp-content/uploads/2025/03/woo-memberships-trigger-user-is-added-to-membership-plan.png) Automator will prompt you to select a membership plan. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Discord**. [![Highlighted Discord integration in Uncanny Automator, alongside other supported integrations like Drip.](https://automatorplugin.com/wp-content/uploads/2025/03/discord-integration.png "discord-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/discord-integration.png) From the dropdown list that appears, select **Send an invitation to join a server to an email**. [![Discord action selection screen showing the highlighted option to send an invitation to join a server via email, part of an automation workflow.](https://automatorplugin.com/wp-content/uploads/2025/03/discord-action-send-invitation-to-join-server-1024x472.png "discord-action-send-invitation-to-join-server")](https://automatorplugin.com/wp-content/uploads/2025/03/discord-action-send-invitation-to-join-server.png) Automator will present you with a form where you can specify the server and channel to which you would like to add these new members. You can also draft the email invitation. We will fill out this form and draft our message using *tokens* (i.e., dynamic data from your WordPress website and from within recipes). To use a token, click the **Asterisk** in a given field and select the corresponding token. For example, in the *Email* field, we have selected the “User email” token. [![Uncanny Automator token selection interface showing "User email" as a selectable token for the email field.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-user-email-token-1024x584.png "automator-user-email-token")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-user-email-token.png) Fill out the remaining fields and draft your email. Once you’re finished, click **Save**. (Tip: Want to learn how to send visually stunning branded emails directly from your WordPress website? [**Read our guide here**](https://automatorplugin.com/how-to-send-an-email-campaign-in-wordpress/).) **Step 5: Go Live!** You’re just about ready to create your first Discord WordPress integration with Automator. All you have to do is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe to connect Discord to WordPress, automatically inviting WooCommerce members to a Discord server. The "Live" toggle is highlighted, indicating the automation is active.](https://automatorplugin.com/wp-content/uploads/2025/03/add-woo-members-to-discord-automator-recipe-live-1024x634.png "add-woo-members-to-discord-automator-recipe-live")](https://automatorplugin.com/wp-content/uploads/2025/03/add-woo-members-to-discord-automator-recipe-live.png) That’s it! You’ve just connected Discord to WordPress, instantly upping the value you can offer your Woo members and encouraging engagement. Ready to see what more you can do with Automator and Discord? [**Upgrade to Automator Pro to unlock even more triggers and actions >>>**](https://www.automatorplugin.com/pricing) Not running a Woo Memberships website? You can still add new WordPress users to your Discord server(s) and channel(s) by simply swapping out the trigger in this recipe. [![An Uncanny Automator recipe to connect Discord to WordPress, automatically sending a Discord server invitation when a new WordPress user is created.](https://automatorplugin.com/wp-content/uploads/2025/03/add-wordpress-users-to-discord-server-1024x696.png "add-wordpress-users-to-discord-server")](https://automatorplugin.com/wp-content/uploads/2025/03/add-wordpress-users-to-discord-server.png) Don’t forget that **Automator has actions to remove members from Discord and updates their roles**, ensuring that **your Discord community remains in sync with your WordPress website**. ### **2. Launch Discord Sign-up Campaigns with Automator** The Automator recipe that we just created will automatically add new WordPress users and Woo members to our Discord server. But what about your existing Woo members and WordPress users? You can **jumpstart your Discord channels** with Automator’s *Loops* feature. [![An Uncanny Automator recipe to connect Discord to WordPress, automatically sending Discord server invitations to WordPress users with the "Gold Member" role.](https://automatorplugin.com/wp-content/uploads/2025/03/discord-signup-campaign-automator-recipe-1024x942.png "discord-signup-campaign-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2025/03/discord-signup-campaign-automator-recipe.png) In the recipe pictured above, we’re able to **send out an email campaign** to hundreds or even thousands of members and users, **encouraging them to join our Discord server**. Here’s how to set up an automated campaign like this one: **Step 1: Create and Name a New Recipe** From your **WordPress Admin Dashboard** navigate to **Automator > Add new recipe**. The popup modal that appears, select **Everyone**. [![Automator recipe type selector modal with the recipe type "Everyone" and the button "Confirm" highlighted.](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Discord Sign-up Campaign for Gold Members”. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Run now**. [![Highlighted "Run now" integration in Uncanny Automator alongside other WordPress integrations.](https://automatorplugin.com/wp-content/uploads/2025/03/run-now-integration.png "run-now-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/run-now-integration.png) From the dropdown list that appears, select **Trigger recipe manually**. **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add** and select **User loop**. [![A close-up of the Uncanny Automator interface showing the "Add" dropdown menu expanded, with "User loop" highlighted. This option allows looping through multiple users in an automation workflow.](https://automatorplugin.com/wp-content/uploads/2025/03/add-user-loop.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2025/03/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Discord**. From the dropdown list that appears, select **Send an invitation to join a server to an email**. Once again, Automator will present you with a form to fill out the details for the invitation. Fill out these fields just as before, only this time, in the *Email* field, select **Loop > User email**. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s) Filters** As the recipe is now, Automator will send the Discord invitation to all of your WordPress users who are not Administrators. However, if you’d like to be more selective and targeted, you can use *Loop and action filters*. To change the Loop filter, simply click the **Edit filter** icon. In the modal that appears, select the type of users that you want to send the Discord invitation to. [![A GIF showing a user editing an Automator Loop filter.](https://automatorplugin.com/wp-content/uploads/2025/03/edit-automator-loop-filter.gif "edit-automator-loop-filter")](https://automatorplugin.com/wp-content/uploads/2025/03/edit-automator-loop-filter.gif) **Step 5: Run now** You’re just about ready to jumpstart your Discord server. Simply click **Run now** and kickback as Automator handles the rest. You can even use Automator’s magic button—which you can place anywhere on your website with a simple shortcode—to reinforce your campaign with compelling CTAs. [![An Uncanny Automator recipe that uses a Magic Button to connect Discord to WordPress. When a user clicks the button labeled "Join Our Discord Server," they receive an email invitation.](https://automatorplugin.com/wp-content/uploads/2025/03/magic-button-to-join-discord-channel-1024x967.png "magic-button-to-join-discord-channel")](https://automatorplugin.com/wp-content/uploads/2025/03/magic-button-to-join-discord-channel.png) [**Upgrade to Automator Pro for more Magic… Buttons >>>**](https://www.automatorplugin.com/pricing) ### **3. Send WordPress Content Updates to a Discord Channel** Now that you’re adding new WordPress users and Woo members to your Discord servers and channels at record speed, you need to keep them engaged. Automator has [**countless triggers**](https://automatorplugin.com/all-triggers-and-actions) across [**253 integrations**](https://www.automatorplugin.com/integrations), giving you endless ways to keep your community together online. Want to **send new product release notifications** to a Discord channel? [![An Uncanny Automator recipe to connect Discord to WordPress, automatically sending a message to a Discord channel when a new product is published. The automation is live and posts product announcements with images and links.](https://automatorplugin.com/wp-content/uploads/2025/03/new-product-notification-in-discord-recipe-1024x862.png "new-product-notification-in-discord-recipe")](https://automatorplugin.com/wp-content/uploads/2025/03/new-product-notification-in-discord-recipe.png) How about sending **automated personalized messages** whenever a LearnDash assignment is graded? Or maybe you’d like the flexibility of **automating Discord messages from a webhook**? Better yet, **connect your Discord channels to an RSS feed** with Automator. Once you upgrade to Automator Pro, you can unlock these and countless other new features to continue boosting your engagement. [**Get an Automator Pro license now >>>**](https://www.automatorplugin.com/pricing) ## **Best Practices for Connecting Discord to WordPress** By now, we’re confident that you have all of the tools you need to engage with your audience in new and exciting ways. Even so, here are some tips and tricks for getting the most out of your Discord WordPress integration. ### **1. Use Role-Based Access for Exclusive Content** - Assign **Discord roles** to new members automatically that correspond to their roles in WordPress. - Create **private channels** for VIP customers, premium members, or students who have purchased a specific product or met specific requirements. - Automate **role removals** when a user’s membership or subscription expires to ensure access stays up to date. ### **2. Keep Notifications Relevant & Avoid Spam** - **Segment announcements** by creating dedicated Discord channels for **different types of updates** (e.g., blog updates, sales promotions, course updates, etc.). - Only send notifications **for important events**—spamming your community with constant messages can lead to disengagement. - Use **personalized direct messages** instead of mass announcements when reaching out to individual users. Automator’s tokens feature makes this simple. ### **3. Automate Community Moderation** - Assign **moderator roles** dynamically based on user actions, such as completing an onboarding quiz or earning a specific badge. - Keep discussions organized by **creating new Discord channels dynamically** for different cohorts, teams, or discussion groups. ### **4. Integrate with Other WordPress Plugins** - **Integrate Discord** with any of Automator’s many integrations to create **advanced workflows** and that enhance your engagement. By following these best practices, you’ll create a **well-managed, high-value Discord community** that keeps members engaged while reducing manual effort. ## **Frequently Asked Questions** **Can I connect Discord to WordPress for free?** Yes, you can connect Discord to WordPress for free using Uncanny Automator. Simply install and activate Automator on your WordPress website, then register your account to receive a limited number of app credits. **Do I need coding skills to connect Discord to WordPress?** No, you do not need to know how to code to connect Discord to WordPress. Uncanny Automator makes automation and integration simple, with a user friendly click-and-play interface. **Can I automatically assign Discord roles based on WordPress user actions?** Yes, with Automator, you can assign or remove Discord roles based on user behavior, such as purchasing a membership, completing a course, or filling out a form. **Can I send private messages from WordPress to Discord members?** Yes, you can send direct messages to individual Discord members with Automator. Automated private Discord messages can be an effective way to welcome new members and personalize feeds and communications. **How many Discord servers can I connect to my WordPress site?** With Automator Pro, you can connect multiple Discord servers and set up different automations for each one. There is no limit to the number of Discord servers you can connect to WordPress with Automator. ## **Conclusion: Supercharge Your WordPress-Discord Community with Automator** Now that you’ve connected Discord to WordPress and gotten a few automations under your belt, **it’s only a matter of time before your online community flourishes**. In this article, we showed you how to: - connect your Discord account to your WordPress website, - automatically add your WordPress users to your various Discord servers and channels, - create new Discord channels from events on your WordPress website, and more. We also highlighted some **key WordPress automations** that showcased a few of Automator’s more **advanced features**, such as **Loops and filters**. Additionally, we covered **best practices** to ensure a **well-organized community that remains engaged**. By implementing these strategies, you can **create a dynamic and interactive space for your audience** while reducing administrative overhead. Whether you run a membership site, an elearning site, or a product-based community, **Uncanny Automator provides the tools you need to optimize your Discord WordPress integration**. What are some of the Discord and WordPress integration features you’d like to see? **Engage with us in the comments section below!** Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [7 Really Simple Ways to Reduce WordPress Plugins and Optimize Performance](https://automatorplugin.com/7-ways-to-reduce-wordpress-plugins-and-optimize-performance/) **Published:** March 26, 2024 **Author:** Brendan Da Costa **Content:** *Too many plugins slowing you down? Learn 7 easy ways to reduce WordPress plugins on your site and boost performance—without losing any functionality!* [![reduce-wordpress-plugins-featured-image](https://automatorplugin.com/wp-content/uploads/2024/03/reduce-wordpress-plugins-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/03/reduce-wordpress-plugins-featured-image.jpg) Are you trying to reduce the number of plugins on your WordPress website? Is the weight of all those addons slowing down your page loads and user interactions? Or, maybe, you’re trying to reduce the cost of running your WordPress website? No matter the reason, you’ve landed on the right page. In this post, we’ll give you seven ways to **reduce WordPress plugins without sacrificing functionality**. We’ll even introduce you to a single, multi-purpose plugin with the power to replace them all: [**Uncanny Automator**](https://www.automatorplugin.com/pricing)! Well, what are we waiting for? Let’s find out how to build a fast and lightweight WordPress website that is as lean and (not) mean as U-Bot! ## **1. Consolidate Your Plugins** Are you using multiple plugins to cover similar functionalities on your WordPress website? Or, maybe some of the plugins that you’ve downloaded and activated have overlapping features? Much like asking the same question twice with slightly different wording, that would be redundant. While I can’t take back what I’ve already written, it’s not too late for you to consolidate redundant plugins on your WordPress website. Consolidating plugins can help you **clean up and streamline your website’s backend**. More importantly, it can **improve your site’s performance** by reducing the number of scripts running on each page load. But where can you find this one, magical plugin that does it all? Right here, of course! [![](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png)](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. It also happens to be a master multi-tasker. Want to know which plugins, addons, extensions and apps Automator can replace? **[Jump ahead](#automator-can-replace-your)** to find out. ## **2. Use WordPress Core Features** Instead of relying on plugins for every feature on your website, take advantage of the core functionalities already included in WordPress. For example, WordPress’ built-in page editor, [Gutenberg](https://wordpress.org/gutenberg/), can help you **create custom layouts and eye-catching designs**. A working familiarity with html, CSS and JavaScript can unlock unlimited possibilities with Gutenberg, all without a page-builder plugin. [![gutenberg-blocks](https://automatorplugin.com/wp-content/uploads/2024/03/gutenberg-blocks.gif)](https://automatorplugin.com/wp-content/uploads/2024/03/gutenberg-blocks.gif) Additionally, adjusting WordPress user roles and permissions is usually sufficient for handling simple content restriction functions. By leveraging WordPress’ core features, you can **decrease plugin dependency and optimize your website’s performance**. ## **3. Write Your Own Code** Feeling adventurous? Why not roll up your sleeves and write some custom code to replace some WordPress plugins! By writing your own code, you’ll have the **flexibility to tailor functionalities to your exact needs** without the bloat of unnecessary features. But what’s that? You’re not a developer, you say? Guess what? Neither am I! Even with a passing familiarity, you can still leverage tools such as [**WPCode**](https://automatorplugin.com/share/wpcode/) to help you reduce the number of plugins running on your WordPress website. Take these tried, tested and true code snippets from WPCode for example. **Add featured images to RSS feeds:** ``` /** * Add the post thumbnail, if available, before the content in feeds. * * @param string $content The post content. * * @return string */ function wpcode_snippet_rss_post_thumbnail( $content ) { global $post; if ( has_post_thumbnail( $post->ID ) ) { $content = '' . get_the_post_thumbnail( $post->ID ) . '' . $content; } return $content; } add_filter( 'the_excerpt_rss', 'wpcode_snippet_rss_post_thumbnail' ); add_filter( 'the_content_feed', 'wpcode_snippet_rss_post_thumbnail' ); ``` **Change excerpt length:** ``` add_filter( 'excerpt_length', function ( $length ) { // Number of words to display in the excerpt. return 40; }, 500 ); ``` **Completely disable comments:** ``` add_action('admin_init', function () { // Redirect any user trying to access comments page global $pagenow; if ($pagenow === 'edit-comments.php') { wp_safe_redirect(admin_url()); exit; } // Remove comments metabox from dashboard remove_meta_box('dashboard_recent_comments', 'dashboard', 'normal'); // Disable support for comments and trackbacks in post types foreach (get_post_types() as $post_type) { if (post_type_supports($post_type, 'comments')) { remove_post_type_support($post_type, 'comments'); remove_post_type_support($post_type, 'trackbacks'); } } }); // Close comments on the front-end ``` Those are three simple examples of the countless plugin-replacing code snippets from WPCode. And, don’t forget, we live in the 21st century—there’s always artificial intelligence! Take this code for example: ``` **Categories:** Best Practices, Recipe Ideas, Uncanny Automator, Use Cases **Tags:** contact form 7, easy digital downloads, instagram, wpcode, x/twitter --- ### [How to Auto-Generate AI Images for WordPress with DALL•E](https://automatorplugin.com/how-to-auto-generate-ai-images-for-wordpress-with-dalle/) **Published:** March 15, 2024 **Author:** Brendan Da Costa **Content:** *Create eye-popping AI images for WordPress with DALL• E and Uncanny Automator. From user-generated avatars to lightbox-ready blog images, this is the future of AI in WordPress!* [![auto-generate-ai-images-for-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/03/auto-generate-ai-images-for-wordpress-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/03/auto-generate-ai-images-for-wordpress-featured-image.jpg) The robot revolution is here! But, don’t worry. That’s a good thing for your WordPress website—just don’t get cross with your toaster. If you’re struggling to find the perfect images for your WordPress blog, eCommerce store, or online courses, you’ve come to the right place. By **harnessing the power of DALL•E for WordPress**, you can instantly create stunning visuals without hiring a designer or spending hours scouring through stock photos. [**Uncanny Automator**](https://www.automatorplugin.com/pricing) allows you to connect your WordPress website to [**OpenAI**](https://automatorplugin.com/share/openai/), so you can create eye-popping, original images just the way you want them. Whether you’re a blogger, digital marketer, or eCommerce store owner, this how-to guide will help you create images like a real artist—no coding (or paintbrush) required! In this guide, we’ll show you **how to use AI to create WordPress images** in just a few clicks. You’ll learn how to: - Connect your WordPress website to OpenAI - Automatically generate images for blog posts, WooCommerce products, and more - Enhance your site’s visual appeal using AI-powered automation By the end, you’ll have a seamless AI image generation workflow that saves you time and effort. Break out the paint brush and let’s get started! ## A Brief Introduction to AI-Generated Images and [DALL•E](https://automatorplugin.com/share/openai/) To get a better understanding of AI-generated images, let’s root around the digital workshops of these algorithmic artists. (Then we can start creating entire galleries worth of pixelated perfection for our WordPress websites!) [**OpenAI**](https://automatorplugin.com/share/openai/) is the research lab behind the large language models GPT-3 and GPT-4 as well as the chatbot, ChatGPT. If that’s too many acronyms for you (it’s a little dizzying for us as well), then suffice it to say that OpenAI is a room full of smart people who trained a really big computer to understand and process human language. (If you want to get into the bits and bytes, check out [this blog post from Simplified](https://simplified.com/blog/ai-writing/chatgpt-vs-gpt-3).) [![openai-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/openai-homepage-1024x516.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-homepage.png) Similarly, OpenAI’s [**DALL•E**](https://automatorplugin.com/share/openai/) is an advanced AI model built on the GPT infrastructure that uses deep learning techniques and sophisticated algorithms to create images from textual descriptions. In other (less technical) words, DALL•E essentially has the same brain as GPT but thinks in pixels instead of prose. [![dalle-painting-dali](https://automatorplugin.com/wp-content/uploads/2024/03/99dc2724-dd15-43f9-a645-077e57610fba.jpeg)](https://automatorplugin.com/wp-content/uploads/2024/03/99dc2724-dd15-43f9-a645-077e57610fba.jpeg)This image was created with DALL•E 3 Much like an art gallery curator, DALL•E has poured over every digital brush stroke and pencil mark of countless images on the internet to learn what these images represent. With this knowledge, DALL•E can then take any text-based prompt, parse it through its artistic algorithms and churn out original, vivid and visually compelling images. But, don’t take our word for it. Take a look at these stunning AI-generated images. ![boy-watches-a-rocket-launch](https://automatorplugin.com/wp-content/uploads/2024/03/boy-watches-a-rocket-launch-300x300.jpeg) This image was created with DALL•E 3 ![vincent-van-gogh-self-portrait](https://automatorplugin.com/wp-content/uploads/2024/03/vincent-van-gogh-self-portrait-300x300.jpeg) This image was created with DALL•E 3 ![photorealistic-image-of-canadian-rockies](https://automatorplugin.com/wp-content/uploads/2024/03/photorealistic-image-of-canadian-rockies-300x300.jpeg) This image was created with DALL•E 3 With striking images such as these at your fingertips, you’re probably eager to clear up some wall space on your WordPress website and start posting digital masterpieces of our own. **First, you’ll need access to OpenAI API (this is not the same thing as ChatGPT Plus)**. Don’t worry. It’s cost-effective and you only ever pay for what you use. If you don’t already have access to the OpenAI API, [**follow this link and click on “API Platform” in the menu. >>>**](https://automatorplugin.com/share/openai/) ## Introduction to [Automator](https://automatorplugin.com/pricing) and AI WordPress Integrations [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 WordPress automation and integration plugin. As such, it’s the perfect plugin to help you harness the power of AI for your WordPress website. Using simple combinations of triggers and actions, you can connect your OpenAI API account to any number of [**your favorite apps and plugins**](https://www.automatorplugin.com/integrations). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) **If DALL•E is the brain behind your AI-generated images, then Automator’s U-Bot is the brawn**. Need specific images for your new blog post? Automator can help you with that. Want to incorporate AI-images into quizzes, polls and other interactive elements on your website? Automator can do that too. And, because Automator is fully integrated with your OpenAI API account, you’ll have access to all the same AI models and settings as you would in your OpenAI Playground. And, **Automator will store any images that you create with DALL•E directly in your WordPress media library**. [![openai-action-use-a-prompt-to-generate-an-image-ai-models](https://automatorplugin.com/wp-content/uploads/2024/03/openai-action-use-a-prompt-to-generate-an-image-ai-models-1024x523.png)](https://automatorplugin.com/wp-content/uploads/2024/03/openai-action-use-a-prompt-to-generate-an-image-ai-models.png) [Click here for a full list](https://automatorplugin.com/integration/openai/) of OpenAI actions or [click here to learn more](https://automatorplugin.com/knowledge-base/open-ai/) about the OpenAI WordPress integration with Automator. Of course, the best part about using Automator to integrate OpenAI and WordPress is that it’s the most cost-effective solution around. In the spirit of keeping the robot revolution going, unlike other integration tools out there, **Automator doesn’t charge a per-automation fee**. So you can create as many images as you want! [**Make sure to grab your Automator Pro license so you can try out the examples in this blog post. >>>**](https://www.automatorplugin.com/pricing) Not sure that you’re ready to join the robot revolution quite yet? [Download Automator for FREE](https://wordpress.org/plugins/uncanny-automator/) and register your account. You’ll get a limited number of complimentary credits to try out app integrations such as OpenAI and **[Constant Contact](https://automatorplugin.com/share/constant-contact/)**. ## **Creating AI Images for WordPress with Automator Recipes** Now that you have your OpenAI API account and Uncanny Automator, you’re all geared up to join the robot revolution! In this section, we’ll show you some of the amazing ways to auto-generate AI images for WordPress with Automator. Let’s get inspired! ### **1. Auto-Generate AI Images for New Blog Posts** Say goodbye to stock images! With the Automator recipe pictured below, we’re able to create new, custom images for our WordPress blog posts. [![auto-generate-images-for-new-blog-posts](https://automatorplugin.com/wp-content/uploads/2024/03/auto-generate-images-for-new-blog-posts-1024x663.png)](https://automatorplugin.com/wp-content/uploads/2024/03/auto-generate-images-for-new-blog-posts.png) In this specific example, we used **[Advanced Custom Fields](https://automatorplugin.com/share/advancedcustomfields/)** to add text-based image description fields to all of our blog posts. Our content team can then fill out these fields with prompts to generate custom images that suit their content requirements. [![advanced-custom-fields-image-description-fields](https://automatorplugin.com/wp-content/uploads/2024/03/advanced-custom-fields-image-description-fields-1024x245.png)](https://automatorplugin.com/wp-content/uploads/2024/03/advanced-custom-fields-image-description-fields.png) As per our recipe, once a blog post is set to “Pending”, Automator will retrieve the prompts left by our content team and pass them along to OpenAI to create stunning new images. [![ai-images-in-wordpress-media-library](https://automatorplugin.com/wp-content/uploads/2024/03/ai-images-in-wordpress-media-library-1024x649.png)](https://automatorplugin.com/wp-content/uploads/2024/03/ai-images-in-wordpress-media-library.png) Our content lead can then review the images in the media library, place them in the post where they belong and hit “Publish”! ### **2. AI-Generated User Avatars for WordPress** If you’re running a WordPress membership website, you’ll love this Automator recipe! [![ai-generated-user-avatars-for-wordpress](https://automatorplugin.com/wp-content/uploads/2024/03/ai-generated-user-avatars-for-wordpress-1024x1016.png)](https://automatorplugin.com/wp-content/uploads/2024/03/ai-generated-user-avatars-for-wordpress.png) We created a simple registration form using [**WPForms**](https://automatorplugin.com/share/wpforms) to process new sign-ups on our WordPress website. One of the fields in our registration form allowed users to draft a prompt for DALL•E to generate a custom avatar. A second action automatically sends an email to our new user with the URL for the AI-generated image. The URL will [expire after an hour](https://platform.openai.com/docs/guides/images/image-generation?context=node), however, **you’ll always have the user-generated image in your WordPress media library**. ![mythical-lion-avatar](https://automatorplugin.com/wp-content/uploads/2024/03/mythical-lion-avatar-300x300.png) This image was created with DALL•E 3 ![samurai-avatar](https://automatorplugin.com/wp-content/uploads/2024/03/samurai-avatar-300x300.png) This image was created with DALL•E 3 ![viking-avatar](https://automatorplugin.com/wp-content/uploads/2024/03/viking-avatar-300x300.png) This image was created with DALL•E 3 You can even use Automator to create a user meta field that permanently associates a user with a specific image ID so you’ll always know which user created which image. ### **3. AI-Generated Product Visualizations** Do you have a product in beta testing that you’re not quite ready to unveil to the world yet? Or, maybe, you have **a digital product that doesn’t have a real-world analog**, such as a virtual environment, cryptocurrency, NFT or cloud-based service. Either way, you can use Automator and DALL•E to **help you and your customers visualize your product/service**. [![ai-generated-product-visualizations](https://automatorplugin.com/wp-content/uploads/2024/03/ai-generated-product-visualizations-1024x981.png)](https://automatorplugin.com/wp-content/uploads/2024/03/ai-generated-product-visualizations.png) The Automator recipe pictured above is similar to our recipe for creating images for our blog posts. However, this time we’ve included an Automator action to set the featured image for the product. ### **4. AI-Generated Images for Social Media** Want to know one of our favorite features in DALL•E 3? Different image dimensions! DALL•E 3 supports three different image sizes, 1024×1024, 1792×1024, and 1024×1792 (or square, landscape and portrait). This makes DALL•E the ideal AI model for generating images for various social media platforms and content types. [![ai-generated-images-for-social-media](https://automatorplugin.com/wp-content/uploads/2024/03/ai-generated-images-for-social-media-1024x729.png)](https://automatorplugin.com/wp-content/uploads/2024/03/ai-generated-images-for-social-media.png) As we mentioned earlier, Automator is the #1 integration tool for WordPress websites. This means that **you can connect WordPress to OpenAI and to your social media accounts**! How’s that for a neural network? In the recipe pictured above, we added another action to our user avatar recipe to create an Instagram post, showcasing our newest member’s avatar and welcoming them to our community. Want to know how to connect your social media accounts to your WordPress website? Check out our detailed guide below, with some nifty tips and tricks for optimizing your content. [![automator-social-media-integrations](https://automatorplugin.com/wp-content/uploads/2024/10/automator-social-media-integrations.jpg "automator-social-media-integrations")](https://automatorplugin.com/wp-content/uploads/2024/10/automator-social-media-integrations.jpg) **[Automatically Post From WordPress to Social >>>](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/)** ### **5. Turn AI-Images Into Interactive Elements** If you’ve been having fun playing around with AI image models, chances are that your WordPress users have been as well. By connecting DALL•E to your WordPress website with Automator, you can **turn AI image generation into a fun, interactive element** on your WordPress website. [![interactive-image-generator](https://automatorplugin.com/wp-content/uploads/2024/03/interactive-image-generator-1024x845.png)](https://automatorplugin.com/wp-content/uploads/2024/03/interactive-image-generator.png) We created a simple form with a few fields in WPForms to get a friendly competition going to see which of our users could come up with the coolest AI-generated image. We think our users came up with some pretty funky images. [![alien-happily-dancing-in-an-alien-forest](https://automatorplugin.com/wp-content/uploads/2024/03/alien-happily-dancing-in-an-alien-forest.jpeg)](https://automatorplugin.com/wp-content/uploads/2024/03/alien-happily-dancing-in-an-alien-forest.jpeg)This image was created with DALL•E 3 Using some of Automator’s simple recipe restrictions, we can limit the number of total entries into our AI image competition as well as the number of entries per user. ## **Best Practices for Using AI** Images in WordPress With recipes like those, we’re pretty confident that you’re ready to lead the robot revolution to victory! However, there are some key things to remember going forward. **1. Always Review AI-Generated Work** Artificial intelligence is pretty, well, intelligent. However, every so often, AI is more “A” than “I”. That is to say, whether you are generating images, text, video or audio with your AI models, they are prone to making mistakes. **Always review the AI-generated work** that you create before sending it out into the world. **2. Give the Robots Some Credits** As far as we know, AI can’t feel gratitude. However, AI creators can. As such, it’s important to remember to always be open with your audience and/or customers about AI-generated content on your WordPress website. Wherever you can, **attribute content to the AI model that generated it**. (You may have noticed that we’ve added captions to all of the AI-generated images in this blog post so as not to mislead our readers—and to show off how cool these images can be!) **3. Set Consistent Parameters** AI models can produce diverse outcomes; from photorealistic landscapes to surrealist portraits and psychedelic abstractions. To **ensure that your use of AI fits within the expectations of your industry, brand and customer expectations**, set specific parameters. OpenAI, for example, allows [fine-tuning of its AI model](https://platform.openai.com/docs/guides/fine-tuning) for executing specific tasks. **4. Practice Perfect Prompting** With AI models, **the output will only ever be as good as the input**. In other words, the quality of the prompts that you give your AI models will largely determine the quality of the output you get in return. What constitutes a “good” prompt will largely depend on the kind of response you’re looking for. Generally speaking, however, **your prompts should be detailed and precise**. Once you have engineered a good prompt, you can reuse it to **help maintain standards**. These are just three key best practices to keep in mind when using AI models. As you incorporate more AI-images and content into your WordPress website, you’ll develop best practices of your own that optimize workflows and improve output. ## **Frequently Asked Questions** **What is DALL·E, and how does it generate images?** DALL·E is an AI image generator developed by OpenAI. It creates unique, high-quality images based on text prompts using advanced deep learning models. With DALL·E for WordPress, you can generate AI images directly within your website and automate the process using Uncanny Automator. **Can I (legally) use AI-generated images on my website?** Every AI image model will have its own Content Policy and Usage Rights. With respect to DALL•E, users own the rights to the images they create within the AI model. This includes rights such as the right reprint, sell and merchandise. However, we recommend regularly checking OpenAI’s own [*Usage Rights*](https://openai.com/policies/usage-policies) for any changes or updates to policy. **Can I use AI-generated images commercially?** Yes! AI-generated images from DALL·E can be used for blogs, social media, eCommerce, and more. However, always check OpenAI’s latest [usage and licensing policies](https://openai.com/policies/usage-policies) to ensure compliance. **What are the limitations of using DALL·E in WordPress?** While DALL·E AI images are incredibly versatile, there are some limitations. The quality of the images largely depends on the prompts the AI model is given. You’ll also have a limited ability to edit the images. Finally, while AI-generated images are cost-effective, be sure to monitor your API usage as each generated image has a cost associated with it. **How can I improve the quality of AI-generated images?** For better AI images in WordPress: **use detailed, descriptive prompts**, **experiment with different styles**, and **adjust image size and resolution settings**. **Does DALL·E work with all WordPress themes and builders?** Yes! DALL·E-generated images can be used in any WordPress theme or page builder (Elementor, Divi, Gutenberg, etc.). Automator simply integrates AI image generation into your existing workflows. ## **Conclusion** We’ve only just scratched the surface of the possibilities with Automator and DALL•E. However, we’re confident that you now have everything you need to generate AI images for your WordPress website. We can’t wait to see what imaginative ways you choose to use this integration. Looking for more ways to integrate AI into your WordPress website? Read this guide on [**writing SEO-friendly content with AI**](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) using Automator. **You can generate a blog post for just $0.20**! Drop us a line in the comments section below and let us know how we can help you further integrate AI into your WordPress website. Until then, long live the (peaceful and productive) robot revolution! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Recipe Ideas, Use Cases --- ### [7 Must-Have WordPress Automations That Will Make Your Life Easier](https://automatorplugin.com/7-must-have-wordpress-automations-that-will-make-your-life-easier/) **Published:** October 29, 2024 **Author:** Brendan Da Costa **Content:** *Whether you’re a business owner, developer, or blogger, these WordPress automations will make your life a whole lot easier.* [![must-have-wordpress-automations-featured-image](https://automatorplugin.com/wp-content/uploads/2024/10/must-have-wordpress-automations-featured-image.jpg "must-have-wordpress-automations-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/10/must-have-wordpress-automations-featured-image.jpg) Managing a WordPress site is tough work. (We would know. We manage quite a few). From updating content to checking on orders, keeping customers happy, sharing your latest blog posts, and fine-tuning your SEO, it can feel like you’re juggling a dozen delicate items. And like you can’t afford to drop any of them. Thankfully, for WordPress business owners, bloggers, and developers, these responsibilities can juggle themselves. With the right tools, from great web hosts like [**SiteGround**](https://automatorplugin.com/share/siteground/) to cost-cutting plugins like [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can simplify a lot of those repetitive tasks and free up time to focus on what you actually love doing. Imagine your site automatically sharing your latest post to social media, alerting your team about new orders, sending reminders to customers or students, and backing itself up as you make crucial changes. Well, if you read through this post and implement some of these time-saving automations, you won’t have to imagine a WordPress website that manages itself—you’ll have one. In this post, we’ll dive into the must-have WordPress automations that’ll make managing your site easier than ever. From boosting productivity and keeping your content fresh to keeping visitors coming back, these automations are designed to help you get more done with less effort. Ready to live on “Easy Street”? Let’s jump into the world of WordPress automations. ## **What Are WordPress Automations Anyways?** Ever wondered how that popup knew you were about to leave the web page? Or, maybe you’ve been trying to figure out how your favorite online store seems to know what you want to buy before you do? Perhaps you’re curious about how your favorite blogger finds the time to maintain so many different channels? The answer to all of those questions—and so many more—is simple: automation. At their core, automations are combinations of *triggers* (events that happen on your site) and *actions* (what happens as a result of the preceding event) that complete workflows. It’s easiest to think of WordPress automations as reliable virtual assistants who take on the repetitive tasks that make your website tick. [![wordpress-automations-with-uncanny-automator](https://automatorplugin.com/wp-content/uploads/2024/10/wordpress-automations-with-uncanny-automator.jpg "wordpress-automations-with-uncanny-automator")](https://automatorplugin.com/wp-content/uploads/2024/10/wordpress-automations-with-uncanny-automator.jpg) Now, we could write an entire article on the benefits of automating your WordPress website—but we did promise you a list of must-have automations. So, in the spirit of getting to the point, here are the key advantages of using WordPress automations to manage your website: - **Save Time:** Whether it’s data entry to capture sales or form submissions, or editing multiple posts at once, managing a WordPress website takes time. Of course, it would take a lot less time with automated workflows that ran themselves. Create automations that handle the busywork for you, so you have more time to do what you want. - **Reduce Costs:** WordPress automations allow you to reduce your overhead costs and expand your operations without also expanding your budget. In particular, automation tools like [**Uncanny Automator**](https://www.automatorplugin.com/pricing) allow you to replace multiple plugins with one. - **Streamline Site Management:** With all of the tasks associated with managing your website, it’s easy for things to fall through the cracks. However, with a few automations, you can ensure your posts go live, your orders are tracked, your customers get their updates, and backups are performed. And all that while you were kicking back on the beach. - **Enhance User Experience:** From notifications and reminders to customized sales funnels and tailored interactions, automations create a smoother, more engaging experience. Set up welcome emails for your new members and timely course reminders for forgetful students. Or carefully place a popup that only appears to users in a certain region. Automations are a powerful way to connect more meaningfully with your customers. - **Boost SEO and Engagement:** Consistency is key for both search engines and your audience. Automations help keep your content fresh and visible. Automatically share your latest blog posts to social media or schedule regular updates to your evergreen content. With the right automations, your WordPress site can be the best assistant you’ve ever had. In the next section, we’ll dive into the must-have automations you can implement to transform your site into a powerhouse of productivity. ## **7 WordPress Automations For Simplified Website Management** Finally! The list you’ve been scrolling for. These are the ten WordPress automations that you absolutely should implement on your website to make your life a whole lot easier. ### **1. Automate Social Media Sharing** Ever feel like posting on social media is a job in itself? You’re not alone. Keeping all your followers updated can be a lot to handle—unless you had a WordPress automation for that. With just a few clicks, you can set up automatic social media sharing for every new blog post, product update, or announcement on your site. Imagine this: you publish a new blog post, and without lifting a finger, it’s instantly shared to your **X/Twitter**, **Facebook**, [**Instagram**](https://automatorplugin.com/share/instagram/) and [**LinkedIn**](https://automatorplugin.com/share/linkedin-pages/) platforms. With Uncanny Automator, you can even leverage the power of OpenAI to create dynamic excerpts for your content, complete with optimized hashtags. [![automate-social-media-sharing-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/10/automate-social-media-sharing-automator-recipe-1024x962.png "automate-social-media-sharing-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/10/automate-social-media-sharing-automator-recipe.png) By automating social media sharing, you’re maximizing your reach without lifting a finger, freeing you up to focus on what you do best. Ready to let your WordPress site do the talking? [**Grab your Automator Pro license now so you can share your content at the click of a button>>>.**](https://www.automatorplugin.com/pricing) And don’t forget to check out our guide (complete with nifty tips and tricks) for auto-sharing your content across your social media platforms. Just click the image below. [![automator-social-media-integrations](https://automatorplugin.com/wp-content/uploads/2024/10/automator-social-media-integrations.jpg "automator-social-media-integrations")](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) [**Automatically Share WordPress Posts to Social >>>**](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) ### **2. Automate Content Update Scheduling** Unlike evergreen trees, evergreen content requires constant care and attention. But, keeping your content fresh, relevant, and engaging for your audience is a whole job, all on its own. And, though we’re not certain, we’re pretty sure that “Digital Evergreen Botanists” are not in ample supply. However, WordPress automations are. Whether you need to update a blog post’s title and meta description, or redesign a page to promote a holiday sale, automated content updates are the way to go. For example, with [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you set time-delayed actions to create a task in [**ClickUp**](https://automatorplugin.com/share/clickup/) and send a message in [**Slack**](https://automatorplugin.com/share/slack/) to your content manager that it’s time to update some old content. [![automate-content-update-scheduling](https://automatorplugin.com/wp-content/uploads/2024/10/automate-content-update-scheduling-1024x953.png "automate-content-update-scheduling")](https://automatorplugin.com/wp-content/uploads/2024/10/automate-content-update-scheduling-1024x953.png) Even better, you can set up specific dates and times for content updates, so they go live exactly when they’re most relevant. Think “New Year’s Resolution Tips” auto-updating right before January or a “Summer Sale Guide” popping up just as the season kicks off. With a few automations in place, your evergreen content will remain as fresh as… well, an evergreen tree. ### **3. Automate WordPress Backups** Imagine this: you’ve spent hours fine-tuning your WordPress site, crafting content, optimizing SEO, and agonizing over image compression and responsive CSS. Then, without explanation, your website crashes and your hard work slips into a digital blackhole, never to be seen again. Maybe a theme or plugin update created a fatal error. Maybe a security breach allowed a hacker to wreak havoc on your site admin. Or, maybe AI started its robot revolution… Alright, probably not. But every site still has vulnerabilities. That’s why backing up your WordPress website isn’t just a “nice-to-have”. Like every automation on this list, it’s a “must-have”. Automating your backups means that no matter what, there’s always a recent copy of your site ready to restore. With an automated backup, the best part is, you don’t have to remember to manually create the backup every time you make changes. Your website’s safety net (a.k.a., virtual assistant) is always on, catching each update. [![siteground-homepage](https://automatorplugin.com/wp-content/uploads/2024/10/siteground-homepage-1024x480.png "siteground-homepage")](https://automatorplugin.com/wp-content/uploads/2024/10/siteground-homepage.png) Some reliable web hosts, like [**SiteGround**](https://automatorplugin.com/share/siteground/), offer both [manual and automatic backups](https://world.siteground.com/tutorials/wordpress/backup/) for WordPress sites, so you can rest easy knowing your data is safe. These hosts create daily snapshots of your site, allowing you to roll back to a specific point if something goes wrong. If your current host doesn’t have automatic backups, it might be time to switch to one that does. Check out our list of the best WordPress web hosts to find a hosting provider that prioritizes your peace of mind. [![An illustration of the Uncanny Automator mascot presenting six icons representing the best WordPress web hosts, showcasing seamless integration with top hosting providers.](https://automatorplugin.com/wp-content/uploads/2024/04/best-wordpress-web-hosts-featured-image.png "best-wordpress-web-hosts-featured-image")](https://automatorplugin.com/the-best-wordpress-web-hosts-in-2024/) **[The Best WordPress Web Hosts in 2025 >>>](https://automatorplugin.com/the-best-wordpress-web-hosts-in-2024/)** With automated backups in place, you can focus on building your website, knowing that if things go sideways, your site can bounce back without missing a beat. ### **4. Automate Data Entry** Manual data entry: the bane of every WordPress business owner, blogger, and developer. Whether you’re entering new orders, updating user registrations, or logging form submissions, the data entry simply never ends. And let’s face it, after manually typing in your 700th order, all of those “1”s start to look like “I”s and the risks of human error only grow from there. Typos, skipped entries, or misfiled information. If only you had an assistant who loved data entry. Oh, wait… Tools like [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can streamline and automate your data entry workflows by integrating your WordPress website with apps such as [**Google Sheets**](https://automatorplugin.com/share/google-sheets/) and [**Notion**](https://automatorplugin.com/share/notion/). Store new WooCommerce or Easy Digital Downloads orders in real-time, complete with all of the order information. Save form submissions with all of the data your site visitors entered, and more. Create a user registration log that stays updated each time one of your site members logs in to their account. Learn how to do that and more with our step-by-step tutorial for connecting WooCommerce to Google Sheets with Automator. [![connect-woocommerce-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-featured-image.jpg "connect-woocommerce-to-google-sheets-featured-image")](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) **[Connect WooCommerce to Google Sheets >>>](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/)** Need to store more detailed records, like images or rich text? Automator’s integration with [**Airtable**](https://automatorplugin.com/share/airtable/) has you covered, giving you even more flexibility to organize and visualize your data. [![Connect Your WordPress Website to Airtable with Automator Feature Image](https://automatorplugin.com/wp-content/uploads/2022/09/Connect-Your-WordPress-Website-to-Airtable-with-Automator-Feature-Image.png "Connect Your WordPress Website to Airtable with Automator Feature Image")](https://automatorplugin.com/wp-content/uploads/2022/09/Connect-Your-WordPress-Website-to-Airtable-with-Automator-Feature-Image.png) **[Connect WordPress to Airtable >>>](https://automatorplugin.com/connect-your-wordpress-website-to-airtable-with-automator/)** Forget typing out your data. WordPress automations make manual data entry a thing of the past. And, we’re pretty sure that you’re not a dinosaur, so… automate your data entry! ### **5. Automate Lead Capture** Capturing leads manually is kind of like trying to catch raindrops with your bare hands. Sure, you’ll get some, but most of them will slip right through your fingers—or miss you altogether. From form submissions to visitor logs, lead capture is definitely no easy feat. And, as your business grows, so does the data—falling from the digital sky like a hailstorm of names, emails, touchpoints, phone numbers, birthdays… you get the idea. The end result? Missed opportunities, duplicate entries, and a lot of time spent on sorting instead of selling. Lucky for you, however, there are some WordPress automations that can act like a giant water catcher for your website, capturing every drop of information from every lead. Imagine each form submission on your WordPress site automatically feeding into your CRM, neatly categorized and ready for follow-up. Or, set it up so that leads from your email sign-ups, surveys, and quizzes are instantly organized in Google Sheets or Airtable, keeping all your contacts in one flexible database. [![Illustration of Automator mascot, U-Bot, using a magnet to attract user icons, representing automated lead generation for WordPress.](https://automatorplugin.com/wp-content/uploads/2025/02/automated-wordpress-lead-generation-featured-image.png "automated-wordpress-lead-generation-featured-image")](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) [**Generate and Capture More Leads with WordPress Automations >>>**](https://automatorplugin.com/automated-wordpress-lead-generation/) Using [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can connect your lead capture assets, such as forms and surveys, to [**253 integrations**](https://www.automatorplugin.com/integrations) so your leads are collected, tracked, and nurtured in real-time. Click the image above to check out our guide on generating and capturing more leads with WordPress automations. No need for an umbrella—Automator has you covered! ### **6. Automate Your Sales Funnel** Ok, great! So, you’ve just implemented your new fully-automated lead capture workflows and your metaphorical rain catcher is filled to the brim with new leads. Now, you just need to find a way to get those leads safely through your sales funnel. The only problem is… it’s full of leaks! Turning leads into customers means keeping your contacts engaged, timing interactions perfectly, and presenting personalized CTAs. And that’s to say nothing about the post-sale follow-up. You’ve got emails to send, upsells to offer, discounts to remember, and support requests to reply to. And if you’re trying to do all of that manually—taking your leads from curious visitors to loyal customers—then some of your valuable leads are guaranteed to slip through the cracks. Enter WordPress automations; the ultimate leaky sales funnel repair kit. By automating your sales funnel, you can guide contacts through each stage of the buyer’s journey without worrying about springing a leak and losing all of your future revenue. Plugins like **[Uncanny Automator](https://automatorplugin.com/pricing)** give you the ability to integrate your lead capture workflows directly into your sales funnel workflows to keep your contacts flowing towards becoming customers. Use CRM tags to monitor page/product views and interests so you can make personalized offers that are likelier to convert. Or, how about nudging free trial registrants with a series of automated emails based on their product usage? You could even leverage the power of a CRM like [**HubSpot**](https://automatorplugin.com/share/hubspot/) or [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) to offer your customers exclusive deals on their birthday. Automated workflows like that keep your leads moving steadily along, helping you turn prospects into profitable customers. Check out our tutorials on automating your sales funnel. [![](https://automatorplugin.com/wp-content/uploads/2022/08/Automator_Blog-better-sales.png "Automator_Blog-better-sales")](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/) [**Automate Your WooCommerce Sales Funnel >>>**](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/) [![Customer Service Pro Tip Slack Notifications for WooCommerce Feature Image](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-Feature-Image.png "Customer Service Pro Tip Slack Notifications for WooCommerce Feature Image")](https://automatorplugin.com/customer-service-pro-tip-slack-notifications-for-woocommerce/) [**Connect Slack to WooCommerce for Real-Time Updates >>>**](https://automatorplugin.com/customer-service-pro-tip-slack-notifications-for-woocommerce/) Automation doesn’t just create a smoother sales funnel; it also widens the funnel itself. With automated processes, you can nurture more leads at once, scaling up without stretching out. ### **7. Automate Engagement** There isn’t much point in having a website if no one engages with it. And when it comes to engagement, automation is key. For example, imagine that someone clicks on your latest blog post. They spend their first fifteen seconds reading the title, skimming the hook and eyeballing the first few paragraphs. Then, they decide that they’ve had enough and begin to move their mouse towards the exit button. Just then, a popup appears that compels them to click through to a related post. ![popup-example](https://automatorplugin.com/wp-content/uploads/2024/10/popup-example.gif "popup-example") Presto! You’ve just encouraged greater user engagement with an automated popup. WordPress automations like that one are easy to create using plugins like [**Popup Maker**](https://automatorplugin.com/share/popup-maker/) and [**OptinMonster**](https://automatorplugin.com/share/optinmonster/). Even better, engagement-boosting WordPress automations don’t stop when your subscribers and customers leave your website. [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can help you keep your users engaged, even when they aren’t clicking through your domain. For example, if you’re running a LearnDash course, you can automate reminders for students who haven’t logged in for a while, encouraging them to continue their learning journey. Check out our guide on launching fully automated re-engagement campaigns with Uncanny Automator below. [![find-and-re-engage-inactive-learndash-students-featured-image](https://automatorplugin.com/wp-content/uploads/2024/02/find-and-re-engage-inactive-learndash-students-featured-image.jpg "find-and-re-engage-inactive-learndash-students-featured-image")](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) [**Find and Re-Engage Inactive LearnDash Students >>>**](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) [![inactive-woocommerce-customers-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/inactive-woocommerce-customers-featured-image.jpg "inactive-woocommerce-customers-featured-image")](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/) **[Find and Re-Engage Inactive WooCommerce Customers >>>](https://automatorplugin.com/find-and-re-engage-inactive-woocommerce-customers/)** Ready to make your WordPress site unforgettable? With popups that inspire action and automated follow-ups that keep users involved, your site can engage visitors 24/7—all while you engage with some much-needed rest and relaxation. ### **Bonus: Bulk WordPress Automations** There’s nothing quite like the joy of updating thousands of WordPress posts or managing hundreds of users… said no one ever. Whether it’s adding tags to hundreds of posts, updating user roles, or editing product descriptions, manually making bulk changes is a one-way ticket to hand cramps and screen fatigue. It’s like trying to paint a mural with a toothbrush—painstaking, tedious, and incredibly time-consuming. But what if you could make all those changes with just a click? That’s where [**Uncanny Automator’s Loops**](https://automatorplugin.com/introducing-loops/) feature comes in, taking the tedium out of WordPress tasks. With Loops, you can create, update, or edit content and users in one fell swoop. Need to add a new category to a hundred blog posts? Done. Want to update every customer’s membership status in a flash? Easy. Loops does all the heavy lifting, handling bulk changes without breaking a sweat (or your sanity). So, go ahead. Let your WordPress site do the tedious work for you while you focus on the big picture (or maybe just take a well-deserved coffee break). ## **How to Identify More Automation Opportunities** Haven’t had your fill of WordPress automations yet? That’s understandable. Automation can [**save you hundreds of hours a year**](https://www.venasolutions.com/blog/automation-statistics)—that’s dozens of hours each week. It’s little wonder then why **88% of employees report higher job satisfaction** from their business’ use of automation. As the developers of the **\#1 WordPress automation plugin**, we are (obviously) big fans of automation ourselves. That’s why **we developed a framework** to help our users **identify opportunities for automation** within their workflows. It’s actually simple: **think R.I.C.H**—because you will be!**To identify workflows** within your organization that are ripe for automation, **apply these criteria**: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. Any workflow or task within a workflow that satisfies one or more of these criteria is just begging to be automated—**and we know just the tool for the job**. ## Why Choose [Automator](https://automatorplugin.com/pricing) for Your WordPress Automations Ready to take that coffee break—or extended vacation? If you want to implement some of the must-have automations that we’ve discussed in this post, then it’s time to get [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Want to know what sets Automator apart from the other automation plugins out there? - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. However complicated the task, Automator makes it simple—uncannily so. - **Seamlessness:** Automator is fully-integrated with your WordPress website, meaning that you’ll have total control of your WordPress automations, right down to the meta level. - **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. Whatever your needs, from ecommerce to marketing and event management, Automator has you covered. - **Scalability:** With powerful features such as Loops and a [**bevy of addons**](https://automatorplugin.com/custom-user-fields-addon/) (that are FREE with Plus and Elite licenses, by the way) Automator empowers your business to grow. In other words, Automator is the only WordPress tool that allows you to **integrate everything so you can automate anything**. Grow your audience, update your content, backup your site, simplify your data management, capture more leads, generate more sales, and boost engagement. All with one plugin. [**Ready to take the stress out of site management? Get your Automator Pro license now and start living the easy life>>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **What is WordPress automation, and why should I use it?** Think of WordPress automation as having a virtual assistant who handles the repetitive tasks for you—updating content, capturing leads, tracking orders, you name it. Automating these tasks saves you time, cuts down on errors, and lets you focus on the bigger picture. In short, it keeps your site running smoothly while you sip your coffee. **Can I automate data entry on my WordPress site?** Absolutely! Manual data entry is no fun, and it’s easy to make mistakes. With tools like Uncanny Automator, you can automatically send form submissions, order details, user registrations, or, frankly, anything, to a database like Google Sheets or Airtable. Forget typing everything out or copy-pasting. WordPress automations give you accurate data, right where you need it. **How can automation improve my sales funnel?** Automating your sales funnel is like adding a turbo engine to your car. Instead of manually sending follow-ups and nudging leads, Automator keeps things moving: from lead capture to personalized emails and CRM tagging. It’s the ultimate “set it and forget it” way to turn visitors into loyal customers without breaking a sweat. **Does automation help with SEO?** It sure does! Regular updates and social sharing are SEO gold, and automation makes them easy. Schedule updates for evergreen content, auto-share posts on social media, and keep your site relevant and visible without lifting a finger. Search engines love consistency, and automation gives you just that. **Is it safe to automate WordPress backups?** Yes, and it’s a must-have! Automating backups means your site always has a recent copy ready to restore in case of any mishap—like a plugin glitch or a rogue update. And if your web host offers automatic backups, even better. You’ll never have to worry about losing data. **Can I manage bulk updates with WordPress automation?** You bet! Manually updating hundreds of posts or users can feel like trying to empty the ocean with a bucket… filled with holes. With Automator’s Loops feature, however, you can manage all of your WordPress content and users with one click of a button. **Do I need coding skills to set up WordPress automations?** Not at all! Uncanny Automator is built for everyone—from experienced developers to WordPress rookies. Just point, click, and automate. No coding, no headaches. ## **Conclusion** And that brings us to my least favorite part: goodbyes. Hopefully, by now, we’ve convinced you that WordPress automations aren’t just about making life easier—they’re about transforming your site into a powerhouse that practically runs itself. From capturing leads like raindrops in a bucket to guiding customers through a leak-proof sales funnel, each of these automations is designed to save you time, cut down on busywork, and keep your site (and business) running smoothly. Imagine not having to worry about updating old content, double-checking your data entries, or missing a backup when you need it most. With tools like Uncanny Automator, these essential tasks happen on autopilot, freeing you up to focus on the stuff that really matters. So, if you’re ready to make your WordPress site work smarter (and save yourself a whole lot of hassle), start implementing these automations today. Say goodbye to the endless to-do list and hello to Easy Street. After all, your site should be working for you—not the other way around. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Use Cases --- ### [7+ Proven Drip Automations That Will 3X Your Revenue](https://automatorplugin.com/7-proven-drip-automations/) **Published:** March 11, 2025 **Author:** Brendan Da Costa **Content:** *These insanely simple Drip automations, powered by Uncanny Automator, are an email marketer’s dream.* [![An illustration of a Drip automation system with multiple Uncanny Automator bots connecting to Drip, symbolizing seamless email marketing workflows, optimization, and revenue growth.](https://automatorplugin.com/wp-content/uploads/2025/03/drip-automations-to-3x-revenue-featured-image.jpg "drip-automations-to-3x-revenue-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/03/drip-automations-to-3x-revenue-featured-image.jpg) Want to turn the, “***drip****,* ***drip****,* ***drip***,” of your email marketing efforts into a **downpour** of revenue? First of all, you have the right idea. [**Automated emails generate 3.2x more revenue**](https://www.campaignmonitor.com/company/annual-report/2016/) than non-automated emails. And secondly, you’re in the right place. In this blog post, we’ll share **seven proven** [**Uncanny Automator**](https://www.automatorplugin.com/pricing) **recipes** with you that will drastically improve your **email marketing automation** workflows. From **collecting new subscribers** to **personalizing email campaigns**, these automations will change the way you communicate with your customers. By the end of this article, you’ll have all of the tools and know-how to: - **Automatically tag and segment subscribers** based on purchases or behavior. - **Keep your email list engaged and updated** without lifting a finger. - **Ensure that leads get timely follow-ups** instead of getting lost in the system. - **Improve opens and clickthroughs** by sending only the most relevant content. Ready to enhance your [**Drip**](https://automatorplugin.com/share/drip/) campaigns? Let’s get started. ## Why Automate [Drip](https://automatorplugin.com/share/drip/)? Every email is an opportunity to connect with your customers and generate revenue. In fact, according to [**Litmus**](https://www.litmus.com/blog/infographic-the-roi-of-email-marketing), email marketing has an **ROI of anywhere between 3,200% and 4,500%**, depending on your industry. However, with more than [**75% of consumers**](https://optinmonster.com/email-marketing-statistics/) **reporting frustration** with **brands that don’t personalize** their communications, you could be leaving revenue on the table. That’s where email marketing automation comes in. With **fully integrated email automation workflows**—such as the ones that we’ll show you in this blog post—personalization is simple to manage at scale. With the right workflows, your **Drip campaigns can run on autopilot**—ensuring the right message reaches the right subscriber at the right time. By automating key processes, you can: - **Save hours every** month by eliminating manual data entry - **Reduce human error** and ensure accurate lead capture - **Improve the customer experience** with timely and personalized communications - **Scale your business** without increasing your workload In the next sections, we’ll walk you through seven **Drip automations and integrations** that will help you make the most of your emails. ## **Automate Lead Capture and Segmentation** Did you know that [**74% of new subscribers**](https://www.invespcro.com/blog/welcome-emails/) **expect to receive a welcome email**? Or that **welcome emails have an open rate of 50%**? Or how about the fact that welcome emails **generate 320% more revenue** than other types of promotional emails? These statistics highlight the need for a **fully automated and integrated email marketing workflow** that rolls out the (personalized) red carpet for your new leads. Uncanny Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), so however you choose to capture leads, you can start nurturing them from the time they enter their email address. Here are just a few Automator recipes to help **welcome your new subscribers in style**. ### **1. Automatically Add New WordPress Users to Drip** [![A Drip automation in Uncanny Automator that adds new WordPress users to Drip and tags them based on their user role for targeted email marketing automation.](https://automatorplugin.com/wp-content/uploads/2025/03/add-wordpress-users-to-drip-1024x727.png "add-wordpress-users-to-drip")](https://automatorplugin.com/wp-content/uploads/2025/03/add-wordpress-users-to-drip.png) However you register new WordPress users (**WPForms**, Uncanny Automator, or another plugin) this automation **guarantees that you capture your leads in Drip**. With the recipe pictured above, Automator will **add every new WordPress user to Drip**, eliminating the need for manual data entry. A secondary action **tags the user with their WordPress role**, so you can begin the process of segmentation from the beginning. By automating this step, you can immediately **enroll new users in a welcome campaign**, ensuring they receive timely and relevant content from the moment they sign up. [**Integrate Drip with WordPress using Automator >>>**](https://www.automatorplugin.com/pricing) ### 2. Automatically Add [Woo](https://automatorplugin.com/share/woocommerce/) Customers to Drip [![A Drip automation in Uncanny Automator that adds WooCommerce customers to Drip with a secondary action to tag them based on their purchased product.](https://automatorplugin.com/wp-content/uploads/2025/03/add-and-tag-woo-customers-in-drip-1024x807.png "add-and-tag-woo-customers-in-drip")](https://automatorplugin.com/wp-content/uploads/2025/03/add-and-tag-woo-customers-in-drip.png) [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) powers millions of WordPress websites with tens of millions of users registering at checkout. If that sounds like your business, then this Automator-powered Drip automation is a must-have. In the recipe pictured above, Automator **instantly adds WooCommerce customers to Drip** and **tags them based on their purchases**. In the future, this will allow for **personalized product recommendations and exclusive offers** based on your customers’ unique shopping experiences. [**Turn Woo customers into Drip contacts with Automator >>>**](https://www.automatorplugin.com/pricing) ### 3. Capture [OptinMonster](https://automatorplugin.com/share/optinmonster/) Leads for Drip [![An Uncanny Automator recipe that captures leads from an OptinMonster webhook and automatically creates or updates contacts in Drip with a secondary action to add a tag.](https://automatorplugin.com/wp-content/uploads/2025/03/optinmonster-lead-capture-for-drip-1024x650.png "optinmonster-lead-capture-for-drip")](https://automatorplugin.com/wp-content/uploads/2025/03/optinmonster-lead-capture-for-drip.png) [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) is one of the most effective lead capture plugins for WordPress websites—and with Automator, you can integrate it directly with your CRM. The recipe pictured above **creates or updates subscribers in Drip from an OptinMonster webhook**, maximizing your lead capture range and flexibility. By instantly adding these subscribers to a welcome sequence, you can **increase conversions and engagement from the very first email**. [**Capture more leads with Automator >>>**](https://www.automatorplugin.com/pricing) ## **Keep Your Email List Engaged and Updated** Here’s a shocking statistic for you: **the average email list decays by about** [**23% every year**](https://www.entrepreneur.com/growing-a-business/almost-25-of-your-email-list-has-gone-bad-in-the-past/447019)! (Worse yet if you’re sending B2B emails.) While that number might seem jarring, it’s **perfectly normal for an email list to decay**. However, **if you’re not keeping your list updated** and your contacts engaged with personalized emails, then your decay rate will start to impact other key metrics such as **open rates**, **clickthroughs**, and even **unsubscribes**. Once again, **automation can help you keep your email lists updated and your contacts engaged**. Here are just a few of the Automator recipes that can turn your email list decay into opportunity. ### 4. Remove Tags From [LearnDash](https://automatorplugin.com/share/learndash) Students Upon Course Completion [![A Drip automation in Uncanny Automator that removes a Drip tag from a LearnDash student when they complete a specific course, ensuring accurate email segmentation.](https://automatorplugin.com/wp-content/uploads/2025/03/remove-drip-rag-from-learndash-user-1024x591.png "remove-drip-rag-from-learndash-user")](https://automatorplugin.com/wp-content/uploads/2025/03/remove-drip-rag-from-learndash-user.png) There’s a **secret to segmentation** that differentiates the best email marketers from the rest: **contacts change over time**. A tag that you once applied to a Drip contact might not be relevant in the future. However, because Automator is **fully integrated with your WordPress website and full tech stack**, you can automate your segmentation in a way that is **dynamic and responsive**. For example, in the recipe picture above, we’re able to remove a course tag from a [**LearnDash**](https://automatorplugin.com/share/learndash) student in Drip whenever they complete a course. This will ensure that **our contact receives information that is still relevant to their needs and interests**. Secondary and tertiary actions could apply tags to replace the one we removed, adding the contact to a new email campaign about advanced courses or even alumni news. [**Create smarter elearning integrations with Automator >>>**](https://www.automatorplugin.com/pricing) ### 5. Add/Remove [EDD](https://automatorplugin.com/share/easy-digital-downloads/) Customers From Drip Campaigns ![A Drip automation in Uncanny Automator that adds new Easy Digital Downloads (EDD) software licensees to a Drip campaign, streamlining follow-up and engagement.](https://automatorplugin.com/wp-content/uploads/2025/03/add-edd-licensee-to-drip-300x199.png) No Caption ![A Drip automation in Uncanny Automator that removes Easy Digital Downloads (EDD) software licensees from a Drip campaign when their license expires, keeping email lists updated.](https://automatorplugin.com/wp-content/uploads/2025/03/remove-edd-licensee-from-drip-300x198.png) No Caption ![A Drip automation in Uncanny Automator that adds new Easy Digital Downloads (EDD) software licensees to a Drip campaign, streamlining follow-up and engagement.]() ![A Drip automation in Uncanny Automator that removes Easy Digital Downloads (EDD) software licensees from a Drip campaign when their license expires, keeping email lists updated.]() Email lists are only as **effective** as they are **accurate**. If your contacts’ information in Drip is out of date with your customers’ information on your WordPress website, then you risk sending **irrelevant messages that lead to disengagement and unsubscribes**. This automation ensures that your **Drip campaigns stay updated** by automatically **adding new** [**EDD**](https://automatorplugin.com/share/easy-digital-downloads/) **customers to a campaign when they make a purchase** and **removing them when their subscription expires or their status changes**. By keeping your email lists clean and aligned with customers’ activity, you can **reduce email list decay** while simultaneously boosting engagement metrics. [**Keep your Drip campaigns fresh with Automator >>>**](https://www.automatorplugin.com/pricing) ### **6. Update Contact Information in Drip from WordPress** [![A Drip automation in Uncanny Automator that updates Drip contact information when a user’s custom fields, such as country or job title, are modified in WordPress.](https://automatorplugin.com/wp-content/uploads/2025/03/update-drip-contact-information-from-wordpress-1024x718.png "update-drip-contact-information-from-wordpress")](https://automatorplugin.com/wp-content/uploads/2025/03/update-drip-contact-information-from-wordpress-1024x718.png) Automator’s **Custom User Fields Addon** gives WordPress websites the ability to **create**, **edit**, and **manage custom user meta** without writing any code. Further, it’s a simple and seamless way to **keep your lead and contact information perfectly synchronized** across all of your platforms. In the recipe pictured above, we’re able to **update our contacts’ information in Drip** whenever their custom user fields (such as “Country” or “Job Title”) are updated in WordPress. [**Upgrade to an Automator Pro – Plus or Elite license to unlock powerful addons >>>**](https://www.automatorplugin.com/pricing) ### **7. Automate GDPR Compliance** [![A Drip automation in Uncanny Automator that ensures GDPR compliance by unsubscribing, deleting, and removing users from WordPress and Drip when they submit a data erasure request form.](https://automatorplugin.com/wp-content/uploads/2025/03/automated-gdpr-request-process-for-drip-1024x743.png "automated-gdpr-request-process-for-drip")](https://automatorplugin.com/wp-content/uploads/2025/03/automated-gdpr-request-process-for-drip.png) Saying goodbye to your email subscribers is **never fun**. However, sometimes, **it is necessary**. Automator makes the process of parting ways with your subscribers who have submitted GDPR requests just a little easier. As in the recipe pictured above, you can **integrate Drip with WPForms** to **process GDPR erasure requests in a timely and painless way**. [**Automate GDPR compliance >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Automate Drip Campaigns and Boost Your Revenue** Looking for more ways to automate your email marketing efforts? **Apply Automator’s R.I.C.H framework** to your business to identify more opportunities to boost your email marketing ROI. Tasks that are ripe for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. Remember, **when it comes to automation, think RICH**! Ready to create Drip automations of your own? [**Get your Automator Pro license and 3x your revenue >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I automate Drip email marketing for free?** Yes, Uncanny Automator’s free version allows basic email automations. However, for advanced workflows and features—like addons, bulk actions, and filters—you’ll need Uncanny Automator Pro. **Why should I automate my email marketing with Drip?** Automation improves the quality of your email marketing lists, creates more opportunity for personalization, and ultimately, increases your revenue. Furthermore, Automator integrates your favorite apps and plugins, meaning that you do more with your CRM. **How much time can I save with email marketing automation?** Businesses that automate lead capture, segmentation, and list cleaning can save hours every week, though it depends on the size of their subscriber base. As a general rule, each Automator recipe can save you anywhere from 2 to 5 minutes per iteration, with additional time savings for each added action. **What Drip integrations can I use with Uncanny Automator?** Uncanny Automator integrates with popular WordPress plugins such as [**Woo**](https://automatorplugin.com/share/woocommerce/), [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/), [**Gravity Forms**](https://automatorplugin.com/share/gravityforms), and [**LearnDash**](https://automatorplugin.com/share/learndash). With Automator, you can also integrate Drip with **OpenAI** to screen lead quality, **Slack** to notify your sales team about valuable new leads, and [**100+ other apps and plugins**](https://www.automatorplugin.com/integrations). **Can I automate Drip GDPR compliance with Automator?** Yes, you can automate GDPR compliance for Drip using Uncanny Automator. Automator has the ability to process GDPR request submissions from any number of form-building plugins, delete users from WordPress, and remove contacts from your Drip campaigns and lists. ## **Conclusion** Has the “**drip**, **drip**, **drip**” of your email marketing **turned into a torrent of clicks and sales**? With **Drip** and **Automator** working together, your email campaigns can run themselves. From nurturing leads, to segmenting your contacts, and boosting your revenue several times over; **you’re ready to conquer your customers’ inboxes**. In this post, we showed you **some simple Automator recipes** to: - **Capture and segment leads automatically**, ensuring every subscriber is placed in the right campaign. - **Keep email lists updated and engaged**, reducing list decay and improving deliverability. - **Personalize email marketing**, making sure contacts always receive the right messages at the right time. - **Scale your email marketing**, allowing you to grow revenue without adding more manual tasks. **Need help** opening the floodgates on your email marketing automations? **Drop us a line in the comments section below** and we’ll get back to you. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Automator 6.3: RSS for WordPress, Discord Integration, & More!](https://automatorplugin.com/automator-6-3-rss-for-wordpress-discord-integration-more/) **Published:** March 6, 2025 **Author:** Brendan Da Costa **Content:** *Uncanny Automator 6.3 introduces RSS feed automation for WordPress, a Discord integration, enhanced WooCommerce automations, and more.* [![Uncanny Automator robot stirring a bowl with Discord, RSS, Bricks Builder, and URL logos, showcasing new integrations for the 6.3 release.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-6.3-release-featured-image.png "automator-6.3-release-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-6.3-release-featured-image.png) Uncanny Automator 6.3 is here, packed with exciting new integrations to help you publish and share content along with new ecommerce automations that will save you hours. Whether you’re looking to automate content syndication with **RSS for WordPress**, or **supercharge your Discord community**, this update delivers. Let’s dive into the major new features and how they can enhance your WordPress automation. ## **Uncanny Automator Pro 6.3** The Uncanny Automator 6.3 release comes with some must-have new integrations and automations for active Pro license holders. ### **New Integration: RSS Feed for WordPress** Did someone say **seamless syndication**? With the 6.3 release, we’re bringing the power of automation to bear on RSS feeds for WordPress! So, whether you’re syndicating blog content, or triggering email campaigns from news sources, Automator Pro now makes it a fully automated process. The new **RSS integration** includes the following **trigger** and **action**: - **Trigger – Process an RSS Feed:** Import data from an RSS feed link or file with the click of a button; perfect for automating data management, migration, and more. - **Action – Process an RSS Feed:** Automatically fetch and process RSS feed content, making it easy to distribute updates across other platforms. **Possible Use Cases:** - Automatically share new content via an RSS feed to **Slack**, **Discord**, **BuddyBoss**, or even **WhatsApp**. [![Automation recipe in Uncanny Automator for sending an RSS feed to Discord, Slack, and BuddyBoss groups.](https://automatorplugin.com/wp-content/uploads/2025/03/share-rss-feed-to-discord-slack-and-buddyboss-940x1024.png "share-rss-feed-to-discord-slack-and-buddyboss")](https://automatorplugin.com/wp-content/uploads/2025/03/share-rss-feed-to-discord-slack-and-buddyboss.png) - Automatically **generate AI summaries** when new content is posted to an RSS feed you follow. - Keep an internal **knowledge base updated** with the latest industry news, releases, and more. ### **New WooCommerce Product Creation Action** If you’re managing a WooCommerce store, the Automator Pro 6.3 release has just made it easier for you to stock your virtual shelves. The latest update for our popular WooCommerce integration includes a **new action**: - **Create a product** – Automatically generate new WooCommerce products, making bulk product creation and dynamic catalog updates effortless. **Possible Use Cases:** - Auto-generate WooCommerce **products** from **Google Sheets** or **Airtable**. - Create a new product every time a supplier adds an item via an external API. - **Automate product listings** for print-on-demand or digital goods. - Leverage Automator’s CSV, XML, and JSON file importer to create new products. - Create **new products**, such as podcast downloads, **from RSS feeds**. ### **Enhanced Webhooks for Smarter Responses** Uncanny Automator Pro now allows you to send **custom responses for incoming webhooks**, giving your automations a bit more intelligence. **Possible Use Cases:** - Provide a custom success message when receiving webhook data from external apps. - Improve API interactions by sending dynamic responses based on incoming requests. ### **Advanced Database Query Filters** Developers and advanced users, take note: - **New WP filters** for database queries let you fine-tune queries like never before. **Possible Use Cases:** - Run complex queries with more control over filtering conditions. - Fetch highly specific datasets from your WordPress database. ## **New Integrations and Features in Uncanny Automator Free 6.3** The 6.3 release includes plenty of new features for small businesses and individuals using the free version of Automator to help them grow. ### **New Integration: Discord** **Discord** users, rejoice! You can now automate Discord tasks without complex bots. This new integration adds **nine powerful actions** to manage members, roles, messages, and invites. [![Uncanny Automator bot joins a Discord server, displaying a welcome message in the #general channel.](https://automatorplugin.com/wp-content/uploads/2025/03/uncanny-automator-discord-server-1024x575.png "uncanny-automator-discord-server")](https://automatorplugin.com/wp-content/uploads/2025/03/uncanny-automator-discord-server.png) New **Discord actions** are: - Add a member to a channel - Assign a role to a member - Create a channel - Remove a member - Remove a role from a member - Send a direct message to a Discord member - Send a message to a channel - Send an invitation to join a server to an email - Update a member **Possible Use Cases:** [![An Uncanny Automator recipe automates sending RSS feed updates from NYT to a Discord channel.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-recipe-rss-feed-to-discord-channel-1024x892.png "automator-recipe-rss-feed-to-discord-channel")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-recipe-rss-feed-to-discord-channel.png) - Automatically assign Discord roles when a new WordPress user registers. - Create dedicated channels for new members based on their profile. - Automatically share new content from your WordPress website to Discord channels. ### **New Integration: Bricks Builder** **Bricks Builder** users who enjoy the simplicity of a visual page builder, can now enjoy the efficiency of automated workflows. After designing beautiful pages, users can bring their site to life with this new, powerful integration. The Bricks Builder integration has two **triggers:** - A form is submitted – Capture leads, field quote requests, and more from any of your site visitors. - A user submits a form – Enhance user profiles, monitor engagement, and more with a trigger geared towards logged-in site users. **Possible Use Cases:** - Capture **form submissions** and send them **to Google Sheets**. - **Enroll users in a course or add users to a membership** plan after they submit a Bricks Builder form. - Create **AI summaries of form submissions** or perform sentiment analysis. ### **New Integration: URL** Need to **track** when users visit a **specific URL**? Or how about **registering users for a webinar** from a URL? Maybe you’d like to **enroll users in courses**, **upgrade their memberships**, and **email them a coupon**, all from visiting a URL with specific parameters? We’ve got you covered. The 6.3 release allows you to attach hundreds of actions to the simple trigger of a URL visit. **Triggers** for the URL integration in the 6.3 release are: - A URL with a URL parameter is visited - A user visits a URL with a URL parameter set **Possible Use Cases:** - Trigger automations based on referral links. - Personalize user experiences based on UTM parameters. - Reward users who visit specific pages with unique tracking links. - Collect and analyze site traffic in Google Sheets or Airtable. ## **Additional Enhancements & Improvements** Beyond new integrations, the 6.3 release introduces several improvements to existing features: ## **User Experience Enhancements** - Copy button for Incoming Webhook URLs and Magic Button shortcodes. ![Uncanny Automator webhook trigger setup with a copy button for the webhook URL.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-receive-webhook-copy-url-button-1024x301.png "automator-receive-webhook-copy-url-button") - Advanced tokens moved to a new popup framework. - Recipe Logs now support markup text. ## **Why Upgrade to Uncanny Automator 6.3?** This update brings some of the **most requested integrations** and **quality-of-life enhancements** to Uncanny Automator. Whether you’re managing an online community, automating content distribution, or optimizing your WordPress workflows, **Automator 6.3 unlocks powerful new possibilities**. [**Upgrade to Uncanny Automator Pro today**](https://www.automatorplugin.com/pricing) to access advanced automation, webhook responses, and RSS feed triggers! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Connect ActiveCampaign to AffiliateWP & Boost Your Affiliate Sales](https://automatorplugin.com/how-to-connect-activecampaign-to-affiliatewp-boost-your-affiliate-sales/) **Published:** March 4, 2025 **Author:** Brendan Da Costa **Content:** *Want to automate your affiliate marketing? Learn how to connect ActiveCampaign to AffiliateWP and boost conversions with powerful, time-saving workflows—no coding required!* [![Uncanny Automator bot connecting ActiveCampaign to AffiliateWP, symbolizing seamless automation integration.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-activecampaign-to-affiliatewp-featured-image.jpg "connect-activecampaign-to-affiliatewp-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-activecampaign-to-affiliatewp-featured-image.jpg) Affiliate marketing is booming, and for good reason. By 2027, global affiliate marketing revenue is expected to reach a staggering [**$27.78 billion**](https://affiliatewp.com/affiliate-marketing-statistics/#:~:text=Based%20on%20the%20latest%20trends,in%20affiliate%20marketing%20is%201400%25.). But with growth comes complexity. Keeping track of affiliates, maintaining engagement, and ensuring effective communication can quickly become overwhelming. If you’re manually managing affiliate relationships, you’re not just losing time—**you’re leaving money on the table**. Affiliate marketing spend has been rising steadily since 2010, crossing the[ **$8 billion**](https://affiliatewp.com/affiliate-marketing-statistics/#:~:text=Based%20on%20the%20latest%20trends,in%20affiliate%20marketing%20is%201400%25.) mark a few years back. Even so, many businesses struggle to maximize their ROI because their outreach and engagement strategies aren’t automated. **That’s where** [**Uncanny Automator**](https://www.automatorplugin.com/pricing) **comes in.** By seamlessly connecting [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) with [**AffiliateWP**](https://automatorplugin.com/share/affiliatewp), Automator takes the guesswork (and manual work) out of affiliate management. Whether you want to send personalized onboarding emails, segment affiliates based on product(s), or build loyalty amongst your affiliate army, Automator makes it effortless—**without writing a single line of code**. By the end of this post, you’ll have an ActiveCampaign and AffiliateWP integration to supercharge your affiliate program. Ready to get your affiliates working harder for you? Let’s dive in. ## Why Connect [ActiveCampaign](https://automatorplugin.com/share/activecampaign) to [AffiliateWP](https://automatorplugin.com/share/affiliatewp/) with [Automator](https://automatorplugin.com/pricing) Managing an affiliate program is a balancing act. You need to **attract** the right affiliates, **engage** them with personalized content, and **motivate** them to promote your brand. But without automation, it’s easy for things to fall through the cracks—leading to **low engagement, missed opportunities, and lost revenue**. That’s what makes **connecting ActiveCampaign to AffiliateWP** using **Uncanny Automator** a game-changer. This powerful combination allows you to **automate key affiliate marketing workflows**, ensuring that your partners get the right messages at the right time—without adding to your workload. [![Automator mascot, U-Bot, pointing to a laptop connecting ActiveCampaign to AffiliateWP for seamless WordPress automation.](https://automatorplugin.com/wp-content/uploads/2025/03/connect-activecampaign-to-affiliatewp-automator-home.jpg "connect-activecampaign-to-affiliatewp-automator-home")](https://automatorplugin.com/wp-content/uploads/2025/03/connect-activecampaign-to-affiliatewp-automator-home.jpg) Here’s why **integrating ActiveCampaign and AffiliateWP** is a must for any business running an affiliate program: - **Automated Affiliate Onboarding:** First impressions matter. With Automator, you can welcome new AffiliateWP affiliates with **personalized onboarding email sequences** in ActiveCampaign. This helps them get started faster and ensures they have all the information they need to promote your products effectively. - **Targeted Marketing Campaigns:** Not all affiliates are the same—so why send them the same messages? With ActiveCampaign’s segmentation and tagging features, Automator lets you **categorize affiliates based on performance, engagement, or interests**. Send personalized emails to affiliates about the product(s) that they sell most. - **Enhanced Affiliate Engagement:** Keeping affiliates in the loop is crucial. Automator makes it easy to **send automatic updates about promotions, new products, etc.**, ensuring that your affiliates stay informed and motivated. Whether it’s a **limited-time bonus or an upcoming product launch**, Automator empowers you to deliver the right message at the right moment. - **Improved Conversion Rates:** An engaged affiliate is a profitable affiliate. Automator helps you **leverage data from both ActiveCampaign and AffiliateWP** to create highly targeted marketing campaigns. The result? **More motivated affiliates and, ultimately, higher conversions**. ### **What Makes Automator the Best Tool for the Job** Still wondering why Automator is the best tool for the job? Here’s what makes it the **\#1 automation and integration plugin for connecting ActiveCampaign to AffiliateWP**: - **No Coding Required:** Set up powerful automations in minutes with a simple, no-code, click-and-play interface. - **Seamless Integration:** Automator acts as the bridge between ActiveCampaign and AffiliateWP, making them work together effortlessly. - **Cost-Effective:** Unlike other automation tools, **Automator doesn’t charge per automation**, meaning you save more as you scale. You can even get started for free. With Automator, your affiliate marketing strategy **runs on autopilot**, freeing up your time to focus on growing your business. [**Upgrade your affiliate program with an Automator Pro license >>>**](https://www.automatorplugin.com/pricing) Want to try automating your affiliate program before making a financial commitment? **Install** and **activate** the **FREE Automator** plugin, then [**register your account**](https://automatorplugin.com/app-credits/) to receive complimentary app credits. Ready to see it in action? Let’s dive into the step-by-step setup. ## **How to Connect ActiveCampaign to AffiliateWP** Uncanny Automator makes it **easy to connect ActiveCampaign to AffiliateWP**. In just a few minutes—and even fewer clicks—you can create powerful automations to supercharge your affiliate program. To start creating ActiveCampaign and AffiliateWP integrations, follow these five simple steps: 1. **Install and activate Uncanny Automator**. 2. From your **WordPress Admin Dashboard**, select **Automator > Add new recipe**. 3. In the recipe editor, **configure your ActiveCampaign and/or AffiliateWP trigger(s)**. 4. **Configure your ActiveCampaign and/or AffiliateWP action(s)**. 5. Toggle your recipe from **“Draft”** to **“Live”**. That’s it! Automator will continue running your affiliate program as you attend to more important things—like taking a much-needed vacation. In the next section, we’ll provide you with a detailed walkthrough for connecting ActiveCampaign to AffiliateWP and provide you with some recipes to get started. ## **Automate Affiliate Onboarding with Personalized Emails** [![Uncanny Automator recipe to connect ActiveCampaign to AffiliateWP by adding new approved affiliates to ActiveCampaign.](https://automatorplugin.com/wp-content/uploads/2025/03/add-new-affiliatewp-affiliates-to-activecampaign-automator-recipe-1024x619.png "add-new-affiliatewp-affiliates-to-activecampaign-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2025/03/add-new-affiliatewp-affiliates-to-activecampaign-automator-recipe.png) Affiliate marketing isn’t just about getting recruitment—it’s about keeping affiliates engaged and motivated to promote your brand. Research shows that over [**80%**](https://inboundblogging.com/affiliate-marketing-statistics/) of affiliate advertisers find new partners from affiliate platform dashboards, **necessitating a more personal touch** to **turn new affiliates into active promoters**. With this automation, you can **instantly add newly approved affiliates to an ActiveCampaign email sequence**, ensuring they receive a personalized welcome with essential information such as commission details and promotional materials right away—without any manual effort. This keeps them engaged from day one and increases their likelihood of driving sales. Follow the steps below to set it up in just a few clicks. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup modal that appears, select **Logged-in users**. [![Uncanny Automator Recipe Type Selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png "Uncanny Automator Recipe Type Selector Logged-in users")](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add New AffiliateWP Affiliates to ActiveCampaign”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **AffiliateWP**. [![Highlighted AffiliateWP integration in Uncanny Automator, alongside other supported plugins like BuddyBoss.](https://automatorplugin.com/wp-content/uploads/2025/03/affiliatewp-integration.png "affiliatewp-integration")](https://automatorplugin.com/wp-content/uploads/2025/03/affiliatewp-integration.png) From the dropdown list that appears, select “A new affiliate is approved”. [![AffiliateWP trigger selection in Uncanny Automator, highlighting "A new affiliate is approved" option.](https://automatorplugin.com/wp-content/uploads/2025/03/affiliatewp-trigger-a-new-affiliate-is-approved-1024x486.png "affiliatewp-trigger-a-new-affiliate-is-approved")](https://automatorplugin.com/wp-content/uploads/2025/03/affiliatewp-trigger-a-new-affiliate-is-approved.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **ActiveCampaign**. [![ActiveCampaign integration in Uncanny Automator displayed as "Not connected" with other integrations.](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png "activecampaign-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png) (Note: If you haven’t already connected your ActiveCampaign account to your WordPress website, simply follow the prompts. Automator will provide you with instructions.) Once you have connected your account, return to the recipe editor and select **Add a contact to ActiveCampaign**. [![Uncanny Automator action selection showing "Add a contact to ActiveCampaign" under ActiveCampaign actions.](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-contact-to-active-campaign-1024x494.png "activecampaign-action-add-a-contact-to-active-campaign")](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-contact-to-active-campaign.png) Automator will present you with a form to fill out the new contact’s details. You can fill these fields out dynamically using *tokens* (i.e., data pulled from your WordPress website and from within recipes). To use a select click the **Asterisk** in a given field and select the corresponding token. For example, in the *Email* field, we have selected the token “User email”. [![Uncanny Automator token selection interface showing "User email" as a selectable token for the email field.](https://automatorplugin.com/wp-content/uploads/2025/03/automator-user-email-token-1024x584.png "automator-user-email-token")](https://automatorplugin.com/wp-content/uploads/2025/03/automator-user-email-token.png) You can fill out the remaining fields using tokens and/or dynamic data. Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to connect ActiveCampaign to AffiliateWP to forge deeper relationships with your new affiliates. All you need to do is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe to connect ActiveCampaign to AffiliateWP is live, adding new approved affiliates automatically.](https://automatorplugin.com/wp-content/uploads/2025/03/add-new-affiliatewp-affiliates-to-activecampaign-automator-recipe-live-1024x619.png "add-new-affiliatewp-affiliates-to-activecampaign-automator-recipe-live")](https://automatorplugin.com/wp-content/uploads/2025/03/add-new-affiliatewp-affiliates-to-activecampaign-automator-recipe-live.png) That’s it! Whenever you **approve a new affiliate**, Automator will **add their contact information to ActiveCampaign** so you can launch an onboarding email sequence. Forging deeper connections and longer lasting relationships with your affiliates really is that easy. In the next section, we’ll **explore more ActiveCampaign and AffiliateWP integrations** to help you **empower your affiliate network** even more. ## **Additional Recipes to Enhance Your Affiliate Program** A seamless onboarding process is just the beginning. To build a thriving affiliate program, you need to keep affiliates **engaged**, **informed**, and **motivated** over time. With Uncanny Automator, you can create powerful automations that **strengthen your affiliate relationships** and **drive more conversions**. All without adding to your workload. Here are some additional recipes to take your affiliate program to the next level. ### **Turn Customers Into Affiliates** [![Uncanny Automator recipe to connect ActiveCampaign to AffiliateWP by converting loyal Woo customers into affiliates.](https://automatorplugin.com/wp-content/uploads/2025/03/turn-woo-customers-into-affiliates-automator-recipe-1024x772.png "turn-woo-customers-into-affiliates-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2025/03/turn-woo-customers-into-affiliates-automator-recipe.png) Your best affiliates are often your most loyal customers. As [Forbes](https://www.forbes.com/councils/forbesagencycouncil/2021/05/24/why-is-brand-affinity-so-important-for-affiliate-programs/) put it, **“Don’t market your offers; build affinity around your affiliate program brand.”** Instead of searching for new partners, you can encourage existing customers—who already love your brand—to promote your products. For example, you can market your affiliate program to your customers with the offer of making them affiliates after a certain number of orders, a lifetime spend, or number of subscription/membership renewals. With an automation like this one, you can simplify the process of **turning loyal customers into affiliates by adding them to the right ActiveCampaign list** to get them onboarded and selling. ### **Link Customers to Affiliates for Lifetime Commissions** [![Uncanny Automator recipe to connect ActiveCampaign to AffiliateWP by linking customer emails to affiliates for lifetime commissions and email marketing segmentation.](https://automatorplugin.com/wp-content/uploads/2025/03/lifetime-affiliate-commissions-automator-recipe-1024x697.png "lifetime-affiliate-commissions-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2025/03/lifetime-affiliate-commissions-automator-recipe.png) Affiliates don’t just focus on commission size—they value long-term earnings potential. According to [Hetty Korsten](https://www.rewardful.com/articles/affiliate-program-revenue-data-report#:~:text=%241M%2B%20programs%20(15%20programs,(range%3A%201.5%2D50.1%25)), an affiliate marketing and partnerships expert, affiliate marketers **consider factors such as lifetime programs** versus annual programs **when deciding which products to promote**. Building loyalty amongst your affiliates with lifetime payments linked to customer referrals is an automation you can easily configure. With this recipe, you can **automatically link customers to affiliates for lifetime commissions** and **segment them in an ActiveCampaign list** specifically for that affiliate. ### **Segment Affiliates Based on Products Sold** [![Uncanny Automator recipe to connect ActiveCampaign to AffiliateWP by tagging affiliates for referred product sales.](https://automatorplugin.com/wp-content/uploads/2025/03/tag-affiliates-for-products-sold-automator-recipe-1024x584.png "tag-affiliates-for-products-sold-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2025/03/tag-affiliates-for-products-sold-automator-recipe.png) Consumers trust reviews more than ever. In fact, [**90%**](https://optinmonster.com/affiliate-marketing-statistics/) **of consumers read reviews before purchasing a product**, meaning affiliate-generated content can be a powerful tool for conversions. **Turn your affiliates into product specialists** by tagging them in ActiveCampaign based on the product(s) that they sell. This way, you can **empower your affiliates with targeted emails containing insightful product information, updates, and changes.** This way, your **affiliates become trusted, detailed, and thorough sources of product information** for your future customers. By leveraging these automations, you can **strengthen your affiliate relationships, increase conversions, and scale your program effortlessly**. Ready to put your affiliate marketing on autopilot? [**Upgrade to an Automator Pro license to unlock these features and more >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I connect ActiveCampaign to AffiliateWP for free?** Yes, you can connect ActiveCampaign to AffiliateWP for free using Uncanny Automator. Simply install and activate the free Automator plugin, then register your account to receive complimentary app credits. Once you’ve incorporated more automated workflows into your affiliate marketing program, upgrade to Automator Pro to unlock more triggers, actions, addons, and integrations. **Can I send different email sequences based on an affiliate’s performance?** Yes, using Automator’s triggers and ActiveCampaign’s segmentation tools, you can personalize emails based on an affiliate’s referral count, sales volume, or engagement level. **Does Uncanny Automator support bulk automation for affiliates?** Yes, Automator can automate actions for multiple affiliates at once using bulk actions or scheduled workflows. **Can I use Automator to remove affiliates from email campaigns?** Yes, Automator allows you to add and remove tags in ActiveCampaign, which can be used to include or exclude affiliates from specific email sequences. **How do I track the effectiveness of these automations?** ActiveCampaign provides detailed analytics on email engagement, while AffiliateWP tracks affiliate performance, allowing you to measure the impact of automated campaigns. Furthermore, you can track custom analytics in Google Sheets or Airtable with Automator. **Is this integration GDPR compliant?** Yes, as long as your website collects and manages data in compliance with GDPR regulations. You can configure ActiveCampaign to ensure proper user consent is obtained before sending emails. Automator also gives you the ability to process GDPR requests with actions that delete emails from contact lists, affiliate programs, etc. ## **Conclusion** As you’ve seen, **affiliate marketing is one of the most effective ways to grow your business**. And, with the automations we’ve shown you in this article, you no longer need to manage affiliates manually. With Uncanny Automator, you can **connect ActiveCampaign and AffiliateWP** to grow your affiliate program—on autopilot. By automating key processes such as **onboarding new affiliates, segmenting them based on performance, and engaging in responsive ways**, you can build a high-performing affiliate program. More importantly, by using data-driven automations, you can **keep affiliates engaged and motivated to promote your brand**—resulting in **higher conversions and stronger long-term partnerships**. If you’re ready to **enhance your affiliate marketing strategy**, it’s time to put these automations into action. [**Start using Uncanny Automator today**](https://www.automatorplugin.com/pricing) and watch your affiliate program thrive. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [The Best BuddyBoss WooCommerce Integration to Boost Member Engagement](https://automatorplugin.com/best-buddyboss-woocommerce-integration/) **Published:** February 25, 2025 **Author:** Brendan Da Costa **Content:** *Start boosting engagement with the best BuddyBoss WooCommerce integration. Automate member onboarding, retention, and loyalty rewards—no coding required.* [![Uncanny Automator mascot between BuddyBoss and WooCommerce logos, highlighting BuddyBoss WooCommerce integration.](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-woocommerce-integration-featured-image.jpg "buddyboss-woocommerce-integration-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-woocommerce-integration-featured-image.jpg) If you run a membership or subscription-based website, you know that **engagement is everything**. But let’s be honest—engagement takes work. Welcoming new members, keeping subscribers active, and rewarding participation all take time. And if you’re handling it manually? That’s time you could be spending on growing your business. You’re not alone in this struggle. In fact, more than [**two-thirds**](https://www.uscreen.tv/blog/membership-site-statistics/) **of membership site owners are not satisfied** with the engagement levels in their community. That’s where automation comes in. By **connecting** [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) **and** [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) **with** [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can keep your members engaged and your business running smoothly—**without lifting a finger**. And here’s why it matters: **Engaged members stick around**. In fact, **companies with a strong omnichannel engagement strategy have a** [**retention rate of 89%**](https://www.invespcro.com/blog/state-of-omnichannel-shopping/), compared with 33% for companies that didn’t prioritize engagement, drastically **increasing lifetime value** and **decreasing acquisition costs**. With the right automations in place, you can: - **Onboard new customers automatically** and get them involved from day one - **Reduce churn** by notifying members when their subscription expires - **Boost engagement** with exclusive rewards, personalized notifications, and incentives By the end of this tutorial, you’ll have a fully automated system that enhances engagement, builds loyalty, and helps you scale your membership site—**no coding required**. Let’s get started! ## Why Connect [BuddyBoss](https://automatorplugin.com/share/buddyboss/) to [WooCommerce](https://automatorplugin.com/share/woocommerce/) with [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the **\#1 no-code automation plugin for WordPress**, designed to connect your favorite plugins, apps, and tools—without writing a single line of code. [![Uncanny Automator mascot pointing to a laptop with BuddyBoss and WooCommerce logos, promoting integration.](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-woocommerce-integration-automator-home.jpg "buddyboss-woocommerce-integration-automator-home")](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-woocommerce-integration-automator-home.jpg) Think of it as a **universal bridge** between [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/), [**Woo**](https://automatorplugin.com/share/woocommerce/), and [**253 other platforms**](https://www.automatorplugin.com/integrations). With Uncanny Automator, you can create *recipes* that automate tasks based on specific triggers and actions. For example, when a user **purchases a membership**, you can **automatically add them to a BuddyBoss group**—no manual work required. Why is this important? Because automation saves time, reduces churn, and **keeps your members engaged**. Instead of spending hours managing memberships and subscriptions, Uncanny Automator helps you **scale your business effortlessly**.And the best part? **It’s easy to set up and FREE to get started**. [**Install and Activate Automator now to follow along >>>**](https://www.automatorplugin.com/pricing) In the next sections, we’ll show you exactly how to connect BuddyBoss to WooCommerce and start automating member engagement today. ## **How to Connect BuddyBoss to WooCommerce** If you want to **connect BuddyBoss and WooCommerce seamlessly**, Uncanny Automator makes it easy. In just a few minutes, you can create powerful automations that **boost engagement, reduce churn, and increase revenue**—**without any coding**. To start creating Woo and BuddyBoss automations, follow these five simple steps: 1. **Install and activate Uncanny Automator.** 2. From your **WordPress Admin Dashboard**, select **Add new recipe**. 3. In the recipe editor, **configure your Woo and/or BuddyBoss trigger(s)**. 4. **Configure your Woo and/or BuddyBoss action(s)**. 5. Toggle your recipe from **“Draft” to “Live”**. That’s it! Your automation is now running in the background, **keeping your community engaged and your business growing on autopilot**. Next, we’ll provide you with a detailed walkthrough for setting up the **best BuddyBoss and WooCommerce automations**—starting with two powerful recipes designed to **increase engagement and retention instantly**. ## **Core Automations That Boost Member Engagement and Revenue** Now that you have Automator installed and activated on your WordPress website, it’s time to put U-Bot to work. The following recipes will help you **welcome new members, reduce churn, and drive engagement**—so your community stays active and your revenue keeps growing. ### **Add New Woo Customers to a BuddyBoss Group** [![Uncanny Automator recipe titled 'Add Woo Customers to BuddyBoss Group.' This setup uses the BuddyBoss WooCommerce integration to automate community access. The trigger activates when a user completes a WooCommerce order for the 'VIP Access' product. The action then adds the user to 'The Automators' group in BuddyBoss, making it easy to connect BuddyBoss to WooCommerce for seamless membership automation.](https://automatorplugin.com/wp-content/uploads/2025/02/add-woo-customers-to-buddyboss-group-1024x663.png "add-woo-customers-to-buddyboss-group")](https://automatorplugin.com/wp-content/uploads/2025/02/add-woo-customers-to-buddyboss-group.png) Building a strong community isn’t just about engagement—it’s about growth. When members feel connected, they’re **more likely to stick around, participate, and even make additional purchases**. In fact, research shows that [**over 80%**](https://www.tintup.com/blog/big-list-of-community-powered-marketing-stats) **of consumers are more likely to try new products** when they’re part of an **online brand community**. With this automation, you can **instantly add new WooCommerce customers to a BuddyBoss group** as soon as they make a purchase—**no manual work required**. This helps new members feel welcome, keeps them engaged, and increases their lifetime value. Follow the steps below to set it up in just a few clicks! **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. [![Uncanny Automator interface displaying the 'Select a recipe type' modal. The 'Logged-in users' option is highlighted, indicating that the recipe will be triggered by logged-in WordPress users. The 'Everyone' option, which includes both logged-in and logged-out visitors, is unselected. A note at the bottom states that the recipe type cannot be changed later. The 'Confirm' button is highlighted, ready for selection.](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Add Woo Customers to BuddyBoss Group”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![Uncanny Automator interface displaying integration options for various plugins, including WooCommerce. The WooCommerce integration is highlighted with a blue border, indicating selection.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-integration.png "automator-woo-integration")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-integration.png) From the dropdown list that appears, select **A user completes, pays for, lands on a thank you page an order with a product**. [![Uncanny Automator WooCommerce trigger selection interface displaying a list of available triggers. The highlighted trigger reads: "A user completes, pays for, lands on a thank you page for an order with a product." Other triggers in the list include conditions for specific payment methods and product categories.](https://automatorplugin.com/wp-content/uploads/2025/02/woo-trigger-a-user-complets-pays-for-lands-on-thank-you-page-for-order-with-product-1024x419.png "woo-trigger-a-user-complets-pays-for-lands-on-thank-you-page-for-order-with-product")](https://automatorplugin.com/wp-content/uploads/2025/02/woo-trigger-a-user-complets-pays-for-lands-on-thank-you-page-for-order-with-product.png) Automator will prompt you to select a trigger condition and a product. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **BuddyBoss**. [![Uncanny Automator interface displaying integration options for various plugins, including BuddyBoss. The BuddyBoss integration is highlighted with a blue border, indicating selection.](https://automatorplugin.com/wp-content/uploads/2025/02/automator-buddyboss-integration.png "automator-buddyboss-integration")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-buddyboss-integration.png) From the dropdown list that appears, **Add the user to a group**. [![Uncanny Automator BuddyBoss action selection interface displaying a list of available actions. The highlighted action reads: "Add the user to a group." Other actions in the list include posting to the sitewide or user’s activity stream and creating a friendship between users, with some marked as Pro features.](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-action-add-user-to-group-1024x489.png "buddyboss-action-add-user-to-group")](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-action-add-user-to-group.png) Automator will prompt you to select a group. Once you’re finished, click **Save**. **Step 5: Go Live!** You’re just about ready to automate community access, easily boosting your Woo members’ engagement. All that’s left for you to do is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe titled 'Add Woo Customers to BuddyBoss Group,' with the 'Live' status toggle highlighted. The highlighted section emphasizes the recipe's active status, demonstrating how to connect BuddyBoss to WooCommerce for automated group memberships.](https://automatorplugin.com/wp-content/uploads/2025/02/add-woo-customers-to-buddyboss-group-live-1024x663.png "add-woo-customers-to-buddyboss-group-live")](https://automatorplugin.com/wp-content/uploads/2025/02/add-woo-customers-to-buddyboss-group-live.png) Want to keep your BuddyBoss groups in sync with your Woo subscriptions and memberships? Add a secondary action along with a delay to remove the user from a BuddyBoss group if their Woo subscription expires without renewal. [![Uncanny Automator action setup for BuddyBoss, with a condition that removes a user from 'The Automators' group if they do not have an active subscription to the WooCommerce product 'VIP Access.' The action includes a delay of 365 days before execution, ensuring users retain access for a full year after their subscription expires.](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-action-remove-user-from-group-if-user-does-not-have-woo-subscription-1024x613.png "buddyboss-action-remove-user-from-group-if-user-does-not-have-woo-subscription")](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-action-remove-user-from-group-if-user-does-not-have-woo-subscription.png) [**Upgrade to Automator Pro to unlock more powerful triggers and actions >>>**](https://www.automatorplugin.com/pricing) ### **Notify Users When Their Payment Method Fails** [![Uncanny Automator recipe titled 'Notify Users When Their Payment Method Fails.' This setup leverages the BuddyBoss WooCommerce integration to trigger a notification when a user's renewal payment for a subscription fails in WooCommerce. The action sends a BuddyBoss message to the user, making it easy to connect BuddyBoss to WooCommerce for automated subscription renewal alerts.](https://automatorplugin.com/wp-content/uploads/2025/02/notify-users-when-payment-method-fails-1024x591.png "notify-users-when-payment-method-fails")](https://automatorplugin.com/wp-content/uploads/2025/02/notify-users-when-payment-method-fails.png) Failed payments are a major cause of involuntary churn, needlessly costing businesses in lost revenue. The good news? **Dunning emails (or payment reminders)** [**recover 49% of failed transactions**](https://whop.com/blog/subscription-statistics/). If you want to boost that recovery rate even higher, you can use this automation to create an omnichannel strategy. Whenever a user’s payment method fails, Automator can **send a BuddyBoss notification** in addition to any preset dunning emails in your Woo settings, giving users another chance to renew. Follow the steps below to **reduce churn and keep revenue flowing!** **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup modal that appears, select **Logged-in users**. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Notify Users When Their Payment Method Fails”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, form the menu of available integrations, select **Woo**. From the dropdown list that appears, select **A user’s renewal payment for a subscription product fails**. [![Uncanny Automator WooCommerce trigger selection interface displaying a list of available triggers. The highlighted trigger reads: "A user's renewal payment for a subscription product fails," which is marked as a Pro feature. Other triggers in the list include subscription expirations, product reviews, and subscription switches.](https://automatorplugin.com/wp-content/uploads/2025/02/woo-trigger-users-renewal-payment-fails-1024x484.png "woo-trigger-users-renewal-payment-fails")](https://automatorplugin.com/wp-content/uploads/2025/02/woo-trigger-users-renewal-payment-fails.png) Automator will prompt you to select a subscription product. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **BuddyBoss**. From the dropdown list that appears, select **Send a private message to the user**. [![Uncanny Automator BuddyBoss action selection interface displaying a list of available actions. The highlighted action reads: "Send a private message to the user," which is marked as a Pro feature. Other actions in the list include sending private messages to specific users or groups and emailing all members of a group.](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-action-send-a-private-message-to-user-1024x444.png "buddyboss-action-send-a-private-message-to-user")](https://automatorplugin.com/wp-content/uploads/2025/02/buddyboss-action-send-a-private-message-to-user.png) Automator will present you with a form where you can draft the message you want to send to the user. You can use *tokens* (i.e., dynamic data from your WordPress website and from within recipes) to draft a personalized message. To use a token click the **Asterisk** in the *Message* field and select the token that represents the dynamic data you want to include. For example, we have selected the “Payment method” token in our message. [![Uncanny Automator message content editor displaying a dropdown menu for inserting dynamic tokens. The highlighted option is 'Payment method,' with other available tokens including 'Order products,' 'Order products and quantity,' and 'Order quantity.'](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-token-payment-method-1024x595.png "automator-woo-token-payment-method")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-woo-token-payment-method.png) Once you’re finished, click **Save**. **Step 5: Go Live!** Once again, all you need to do to connect BuddyBoss to WooCommerce is toggle the recipe from **Draft** to **Live**. [![Uncanny Automator recipe titled 'Notify Users When Their Payment Method Fails,' with the 'Live' status toggle highlighted. The highlighted section emphasizes the recipe's active status, demonstrating how to connect BuddyBoss to WooCommerce for automated payment failure notifications.](https://automatorplugin.com/wp-content/uploads/2025/02/notify-users-when-payment-method-fails-live-1024x591.png "notify-users-when-payment-method-fails-live")](https://automatorplugin.com/wp-content/uploads/2025/02/notify-users-when-payment-method-fails-live.png) Now that you’ve gotten the hang of creating Automator recipes that integrate BuddyBoss and WooCommerce, let’s dive into some more community-building automations. ## **More BuddyBoss WooCommerce Integrations to Maximize Engagement** Looking for more ways to **keep members engaged, boost retention, and increase revenue**? With Uncanny Automator, you can create even more **powerful BuddyBoss and WooCommerce integrations** that reward loyalty, encourage reviews, and re-engage inactive users—all on autopilot. Below, we’ll show you three additional automations that **help build a thriving, engaged community** while driving real business results. ### **Reward Loyal Subscribers with Exclusive Offers** [![Uncanny Automator recipe titled 'Reward Loyal Subscribers with Exclusive Offers.' This BuddyBoss WooCommerce integration triggers when a user renews their subscription to a product for a third time. The actions send a BuddyBoss private message and generate a WooCommerce coupon code, rewarding long-term subscribers. This setup makes it easy to connect BuddyBoss to WooCommerce for automated loyalty rewards.](https://automatorplugin.com/wp-content/uploads/2025/02/reward-loyal-subscribers-with-exclusive-offers-1024x749.png "reward-loyal-subscribers-with-exclusive-offers")](https://automatorplugin.com/wp-content/uploads/2025/02/reward-loyal-subscribers-with-exclusive-offers.png) Loyalty should be **recognized and rewarded**—and with this automation, you can do just that. Studies show that [**customers spend** ](https://smartrr.com/blog/subscription-ecommerce-statistics)**[6](https://smartrr.com/blog/subscription-ecommerce-statistics)**[**7% more**](https://smartrr.com/blog/subscription-ecommerce-statistics) **when they’re part of a loyalty program**, and **have a 14% higher average order value**. With this automation, when a user **renews their subscription for the third time**, Uncanny Automator will **send the user a private message** thanking them for their loyalty and **email them an exclusive WooCommerce coupon**. This not only **encourages renewals** but also makes loyalty **visible and rewarding**, strengthening your community and boosting lifetime value. ### **Encourage Reviews and Engagement with Community Building** [![Uncanny Automator recipe titled 'Encourage Reviews and Engagement with Community Building.' This BuddyBoss WooCommerce integration triggers when a user reviews any WooCommerce product. The action automatically adds a post to the activity stream of all BuddyBoss groups, fostering engagement and visibility for community interactions. This setup makes it easy to connect BuddyBoss to WooCommerce, enhancing customer engagement through automated community updates.](https://automatorplugin.com/wp-content/uploads/2025/02/encourage-reviews-and-engagement-with-community-1024x609.png "encourage-reviews-and-engagement-with-community")](https://automatorplugin.com/wp-content/uploads/2025/02/encourage-reviews-and-engagement-with-community.png) Reviews are **one of the most powerful forms of social proof**—and they influence nearly every purchase. In fact, [**99.9% of customers read reviews**](https://www.searchenginejournal.com/online-review-statistics/329701/) when shopping online, and **50% trust them** as much as personal recommendations. With this automation, every time a user **reviews a WooCommerce product**, Uncanny Automator will **post it in the BuddyBoss activity stream** for the whole community to see. This helps build a **trusted, social-driven shopping experience** where members can engage with each other’s feedback—ultimately increasing conversions and sales. ### **Engage Dormant BuddyBoss Members** [![Uncanny Automator recipe titled 'Engage Dormant BuddyBoss Members.' This BuddyBoss WooCommerce integration triggers when a user activates a new BuddyBoss account via an email invitation. If the user has not purchased any WooCommerce product, the automation creates an order for a product using a payment gateway after a 5-day delay. This setup effectively connects BuddyBoss to WooCommerce, encouraging new members to make their first purchase through automated engagement strategies.](https://automatorplugin.com/wp-content/uploads/2025/02/engage-dormant-buddyboss-members-1024x843.png "engage-dormant-buddyboss-members")](https://automatorplugin.com/wp-content/uploads/2025/02/engage-dormant-buddyboss-members.png) New users **need to be engaged right away**, or they may never become active members. With this automation, you can **re-engage users who signed up but haven’t made a purchase**, giving them an extra nudge to participate. Here’s how it works: If a **user activates their BuddyBoss account via an email invitation but hasn’t purchased anything**, Uncanny Automator will **automatically create an order for them with a payment gateway**—delayed by 5 days. This encourages **reluctant, distracted, or otherwise unengaged users** to take action, increasing their chances of becoming long-term, engaged members. Ready to start implementing these engagement-boosting automations? [**Get your Automator Pro license now >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I connect BuddyBoss to WooCommerce for free?** Yes, you can use the free version of Uncanny Automator to connect BuddyBoss and WooCommerce with basic automation. You can also register your account to receive complimentary app credits to start automating with **[ActiveCampaign](https://automatorplugin.com/share/activecampaign)**, Facebook, OpenAI, and more. **Do I need coding skills to automate BuddyBoss and WooCommerce?** Not at all! **Uncanny Automator is a no-code automation plugin**, meaning you can set up powerful workflows in just a few clicks and even fewer minutes—no technical expertise required. **How does automation improve member engagement?** Automation **removes friction** from the engagement process by **welcoming new members, rewarding participation, and preventing churn** without manual effort. ## **Conclusion** Running a **thriving membership or subscription-based website** takes more than great content—it requires **consistent engagement, streamlined onboarding, and proactive retention strategies**. With Uncanny Automator, you can **connect BuddyBoss and WooCommerce effortlessly**, ensuring that every new purchase, renewal, and interaction strengthens your community. From **welcoming new members** to **rewarding loyal subscribers** and **preventing churn**, automation helps you **save time, boost engagement, and increase revenue**—all without lifting a finger. So, what are you waiting for? [**Start automating today and watch your membership site grow >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [8 Smart Ways to Automate EDD and Reclaim Your Time](https://automatorplugin.com/8-ways-to-automate-edd/) **Published:** February 20, 2025 **Author:** Brendan Da Costa **Content:** *Automate EDD and save hours every days. Optimize sales and marketing, subscriptions, and customer management with Uncanny Automator—no coding required!* [![Uncanny Automator promotional image featuring its mascot holding a tablet next to an automation system processing Easy Digital Downloads (EDD) transactions. The EDD logo is displayed on a large screen, symbolizing streamlined workflows. This visual highlights how businesses can automate EDD processes to improve efficiency and manage digital sales effortlessly.](https://automatorplugin.com/wp-content/uploads/2025/02/8-ways-to-automate-edd-featured-image.png "8-ways-to-automate-edd-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/02/8-ways-to-automate-edd-featured-image.png) Running a WordPress business with [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) **(EDD)** is, you guessed it… easy. However, as your business grows, so too does your **list of daily tasks**. Manually tracking purchases, managing customer accounts, handling refunds, and processing subscriptions can quickly become a full-time job—or two. The good news? **You don’t have to do it all yourself**. By integrating [**Uncanny Automator**](https://www.automatorplugin.com/pricing) with EDD, you can **automate repetitive tasks**, **eliminate errors**, and **optimize workflows**—all without writing a single line of code. And, in this guide, we’ll show you **eight powerful EDD automations** that can help you reclaim dozens or even hundreds of hours every month. Ready to save time? Let’s get started. ## Why Automate [EDD](https://automatorplugin.com/share/easy-digital-downloads/)? Regardless of how easy Easy Digital Downloads makes running your ecommerce store, there are some essential tasks that pile up, day after day. Whether it’s processing orders, responding to support requests, or segmenting your customer lists, these **tasks consume valuable time** and make it feel like you’re always playing catch-up. But, by **automating key processes**, you can begin to pull ahead. Automate EDD to: - **Save hours every month** by eliminating manual work - **Reduce human error** and ensure processes run smoothly - **Improve the customer experience** with faster, more reliable interactions - **Scale your business** without increasing your workload Below, we’ll break down seven of the most **impactful EDD automations** that will help you power through your daily workload so you can focus on what really matters. Planning your next vacation! ## 1. Automate EDD Customer Onboarding with [Mailchimp](https://automatorplugin.com/share/mailchimp/) [![Uncanny Automator recipe titled 'Add/Update EDD Customers in Mailchimp.' The recipe has a trigger from Easy Digital Downloads, where a customer purchasing any download activates the workflow. The action adds the customer's email to a Mailchimp audience.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-1-1024x598.png "7-smart-ways-to-automate-edd-reclaim-time-1")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-1.png) **The problem:** After every sale, you need to **manually add or update customers** to your email list and tag them appropriately. Skipping this step can lead to missed engagement opportunities, but doing it manually takes time and creates the opportunity for errors. **The solution:** By automating customer onboarding, you can **instantly add new customers to Mailchimp**, apply relevant tags, and fill in or update fields—all without lifting a finger. - **Step 1:** Create and name a new Automator recipe. - **Step 2:** Configure your trigger, *Easy Digital Downloads > A customer purchases a download*. - **Step 3:** Configure your action, *Mailchimp > Add a contact to an audience*. - **Step 4:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 2 minutes/sale** [**Automate your EDD email marketing with Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) ## 2. Auto-Sync EDD Sales with [Google Sheets](https://automatorplugin.com/share/google-sheets/) [![Uncanny Automator recipe titled 'Automatically Sync EDD Sales with Google Sheets.' The recipe has a trigger from Easy Digital Downloads, where a customer purchasing any download activates the workflow. The action creates a new row in a Google Sheet with the order information.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-2-1024x608.png "7-smart-ways-to-automate-edd-reclaim-time-2")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-2.png) **The problem:** Tracking your sales in a spreadsheet offers greater flexibility in analysis and more security in data storage. However, entering customer names, products, and order details by hand is time consuming. This not only takes **hours each month** but also increases the risk of **errors**. **The solution:** By **automating sales tracking**, every new purchase can be recorded in Google Sheets **instantly**, keeping your records up to date and eliminating the risk of errors. - **Step 1:** Create and name a new Automator recipe. - **Step 2:** Configure your trigger, *Easy Digital Downloads > A customer purchases a download*. - **Step 3:** Configure your action, *Google Sheets > Create a row in a Google Sheet*. - **Step 4:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 3 minutes/sale** [**Sync EDD sales with Google Sheets instantly >>>**](https://www.automatorplugin.com/pricing) ## **3. Automatically Delete EDD Customer Data for GDPR Compliance** [![Uncanny Automator recipe titled 'Automated GDPR Compliance for EDD Customers.' The recipe has a trigger from WPForms, where a user submitting the 'GDPR Right to Erasure Request Form' activates the workflow. The action deletes a customer in Easy Digital Downloads that matches the submitted email address.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-3-1024x550.png "7-smart-ways-to-automate-edd-reclaim-time-3")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-3.png) **The problem:** If a customer requests data deletion under **GDPR, CCPA, or other privacy regulations**, the process can be **time-consuming and prone to errors**. Manually deleting customer records in EDD takes multiple steps and must be done **promptly** to stay compliant. **The solution:** With Uncanny Automator, you can **automate customer data deletion**, ensuring compliance with privacy laws **without manual intervention**. - **Step 1:** Create and name a new Automator recipe. - **Step 2:** Configure your trigger, [***WPForms***](https://automatorplugin.com/share/wpforms) *> A user submits a form*. - **Step 3:** Configure your action, *Easy Digital Downloads > Delete a customer by email*. - **Step 4:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 3 minutes/request** [**Automate GDPR compliance with Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) ## 4. Auto-Tag EDD Customers in a CRM ([HubSpot](https://automatorplugin.com/share/hubspot/), [ActiveCampaign](https://automatorplugin.com/share/activecampaign), and more) [![Uncanny Automator recipe titled 'Add/Update and Tag EDD Customer in Constant Contact.' This EDD automation triggers when a customer purchases any download through Easy Digital Downloads. The first action creates or updates the customer's email in Constant Contact. The second action adds a tag based on the download name to the same customer email, streamlining how businesses automate EDD customer segmentation.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-4-1024x601.png "7-smart-ways-to-automate-edd-reclaim-time-4")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-4.png) **The problem:** Segmenting customers based on their **purchase behavior** is essential for targeted marketing. However, manually tagging users in your **CRM** after each sale is time-consuming and easy to forget. **The solution:** With automation, every **new purchase can be instantly logged in your CRM**, and customers can be tagged accordingly. - **Step 1:** Create and name a new Automator recipe. - **Step 2:** Configure your trigger, *Easy Digital Downloads > A customer purchases a download*. - **Step 3:** Configure your first action, [***Constant Contact***](https://automatorplugin.com/share/constant-contact/) (or a CRM of your choice) *> Create or update a contact*. - **Step 4:** Configure your second action, *Constant Contact* (or a CRM of your choice) *> Add a tag to a contact*. - **Step 5:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 2 minutes/sale** [**Automate email contact list segmentation with Automator >>>**](https://www.automatorplugin.com/pricing) ## **5. Instantly Enroll EDD Customers in eLearning Courses** [![Uncanny Automator recipe titled 'Enroll EDD Customer in LearnDash Course.' This EDD automation triggers when a customer purchases the 'Advanced Automation 1' product in Easy Digital Downloads. The action enrolls the user in the corresponding LearnDash course, helping businesses automate EDD workflows for seamless course enrollment.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-5-1024x590.png "7-smart-ways-to-automate-edd-reclaim-time-5")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-5.png) **The problem:** If you sell **online courses through EDD**, then enrolling students manually is a **constant chore**. Every time a course is purchased, you must manually add the student to [**LearnDash**](https://automatorplugin.com/share/learndash), [**TutorLMS**](https://automatorplugin.com/share/tutorlms/), or your preferred LMS platform, which **delays access** and creates unnecessary work. **The solution:** Automate course enrollments so that every student **gets instant access** to their purchased course(s) immediately after purchase. - **Step 1:** Create and name a new Automator recipe. - **Step 2:** Configure your trigger, *Easy Digital Downloads > A customer purchases a download*. - **Step 3:** Configure your action, *LearnDash* (or a LMS of your choice) *> Enroll the user in a course*. - **Step 4:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 4 minutes/sale** [**Automate course enrollments with Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) ## 6. Notify Your Team of High-Value Purchases via [Slack](https://automatorplugin.com/share/slack/) [![Uncanny Automator recipe titled 'Notify Sales Team of High-Value EDD Order.' This EDD automation triggers when a customer purchases any download in Easy Digital Downloads. If the order total is $1,000 or more, the action sends a message to a private Slack channel for the sales team, helping businesses automate EDD order notifications for high-value transactions.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-6-1024x855.png "7-smart-ways-to-automate-edd-reclaim-time-6")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-6.png) **The problem:** Tracking **big-ticket sales** in real time is crucial for connecting with your highest-value customers. However, manually checking sales reports and notifying your team takes **too much effort** and leaves your VIPs waiting. **The solution:** Automatically send a **Slack notification** when a high-value purchase is made, so your team can **react instantly**. - **Step 1:** Create and name a new Automator recipe. - **Step 2:** Configure your trigger, *Easy Digital Downloads > A customer purchases a download*. - **Step 3:** Configure your action, *Slack > Send a message to a channel*. - **Step 4:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 2 minutes/sale** [**Improve team responsiveness with Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) ## **7. Automatically Restrict Access to Additional Content When a Subscription Expires** [![Uncanny Automator recipe titled 'Revoke Permissions for Expired/Canceled EDD Subscriptions.' This EDD automation triggers when a user cancels a subscription or when their subscription expires in Easy Digital Downloads. The actions change the user's role in WordPress to 'Customer' and remove them from all BuddyBoss groups, helping site owners efficiently automate EDD subscription management and enforce access restrictions.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-7-1024x783.png "7-smart-ways-to-automate-edd-reclaim-time-7")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-7.png) **The problem:** When a customer’s **EDD subscription expires or is canceled**, they may still have access to premium content on your website beyond your EDD downloads unless removed manually. This requires **constant monitoring** and **tedious management** to ensure that your premium ecosystem is protected. **The solution:** With Uncanny Automator, you can **automatically revoke access to restricted content** as soon as a subscription expires. - **Step 1:** Create and name a new Automator recipe. - **Step 2:** Configure your first trigger, *Easy Digital Downloads > A cancels a subscription to a download*. - **Step 3:** Configure your second trigger, *Easy Digital Downloads > A user’s subscription to a download expires*. - **Step 4:** Set the recipe to run when *Any* of the triggers is completed. - **Step 5:** Configure your first action, *WordPress > Change the user’s role to a new role*. - **Step 6:** Configure your second action, [***BuddyBoss***](https://automatorplugin.com/share/buddyboss/) *> Remove the user from a group*. - **Step 7:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 5 minutes/expiration or cancelation** [**Automate subscription management with Uncanny Automator >>>**](https://www.automatorplugin.com/pricing) ## **8. Track Code Redemptions to Monitor Promotions and Sales Performance** [![Uncanny Automator recipe titled 'Track EDD Discount Code Usage in Google Sheets.' This EDD automation triggers when a customer purchases any download using the discount code 'UBOT' in Easy Digital Downloads. The action updates a row in a Google Sheet, allowing businesses to efficiently automate EDD discount tracking and monitor coupon usage in real-time.](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-8-1024x565.png "7-smart-ways-to-automate-edd-reclaim-time-8")](https://automatorplugin.com/wp-content/uploads/2025/02/7-smart-ways-to-automate-edd-reclaim-time-8.png) **The problem:** Sales, discounts, and coupon codes are an **integral part of any successful marketing strategy**. However, tracking their success can be difficult, time-consuming and time-consuming. **The solution:** Automator makes it easy to monitor coupon usage, **allowing users to tie coupon codes to customers, orders, dates and times**, and much more. - **Step 1:** Create and name a new Automator recipe - **Step 2:** Configure your trigger, *Easy Digital Downloads > A product is purchased with a discount code*. - **Step 3:** Configure your action, *Google Sheets > Update a row in a Google Sheet*. - **Step 4:** Toggle your recipe from *Draft* to *Live*. **Time Saved: 3 minutes/sale** [**Track your EDD coupon code redemptions with Automator >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Automate Easy Digital Downloads** Looking for more ways to automate Easy Digital Downloads? **Apply Automator’s R.I.C.H framework** to your business to identify additional opportunities to save time. Tasks that are ready for automation are: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. - **Costly:** Tasks that consume significant resources, namely time and money. - **Hard:** Tasks that are complex and prone to human error. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. Remember, **when it comes to automation, think RICH**! Ready to create EDD automations of your own? [**Get your Automator Pro license and reclaim your time >>>**](https://www.automatorplugin.com/pricing) ## **Frequent Asked Questions** **Can I automate EDD for free?** Yes, you can automate EDD for free with Uncanny Automator. Simply install and activate the [free version of Automator](https://wordpress.org/plugins/uncanny-automator/) and register your account to receive some complimentary app credits. When you’re ready to unlock even more time-saving triggers and actions, simply upgrade to an Automator Pro license. **Why should I automate EDD?** Automating EDD helps you save time, reduce manual work, and eliminate errors in your daily operations. With automation, you can instantly track sales, manage customer data, respond to queries, and send notifications—without constant oversight. **How much time can I save by creating EDD automations?** Depending on your specific workflows and typical sales volume, EDD automations with Automator can save you up to **dozens or even hundreds of hours per month**. By removing manual data entry, customer management, and order tracking, automation allows you to focus on growth instead of repetitive tasks. **What types of EDD tasks can be automated?** With Uncanny Automator, you can automate any task(s) that satisfy one or more of the R.I.C.H. (repetitive, iterative, costly, and hard) criteria. **Is Uncanny Automator compatible with other plugins?** Yes! Uncanny Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) including Facebook, X, OpenAI, Woo, and others. This means that automating EDD is just the beginning of your time-saving, cost-cutting journey. ## **Conclusion** Managing an EDD store doesn’t have to be a full-time job. With Uncanny Automator, you can eliminate manual work, reduce errors, and streamline your workflow—saving hundreds of hours each month. (Just think of all the beach time you’ll have.) From automating customer onboarding to protecting your subscription-based content, these eight automations will help you run your business more efficiently. Ready to get started? [**Your time-savings await with an Automator Pro license >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect EDD to ActiveCampaign the Easy Way](https://automatorplugin.com/connect-edd-to-activecampaign-easy-way/) **Published:** August 1, 2024 **Author:** Brendan Da Costa **Content:** *Unlock advanced Easy Digital Downloads and ActiveCampaign integrations with Automator. Connect EDD to ActiveCampaign to segment contacts by purchases, downloads, discount codes and more.* [![connect-edd-to-activecampaign-featured-image](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-featured-image.jpg "connect-edd-to-activecampaign-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-featured-image.jpg) Are you looking for an easy (yet advanced) way to connect [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) to ActiveCampaign? Well, look no further. In this post, we’ll show you what makes [**Uncanny Automator**](https://www.automatorplugin.com/pricing) the best integration tool for EDD and [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign). Take your marketing automation to the next level with endless options for segmentation, including purchase and download history, discount code redemption and so much more. Enjoy the ease of seamless contact tagging and automatic list generation. But that’s enough of an introduction for now. Let’s get into the good stuff. ## Why Connect [Easy Digital Downloads](https://automatorplugin.com/share/easy-digital-downloads/) and [ActiveCampaign](https://automatorplugin.com/share/activecampaign) with [Automator](https://automatorplugin.com/pricing) You may already know [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions, you can connect any (or all) of your favorite apps and plugins. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) While Automator is the best tool for integrating just about any two (or more) apps or plugins, there are some features that make it particularly effective for EDD and ActiveCampaign. **More Triggers and Actions:** Uncanny Automator offers dozens of triggers and actions for EDD and its Recurring Payments and Software Licensing addons. This means that you can more seamlessly integrate EDD with ActiveCampaign. Whether a user cancels a subscription, uses a discount code at checkout or has a license expire before renewal, Automator has a trigger for it. Want a full list of Automator’s EDD-focused triggers and actions? Check out [this list](https://automatorplugin.com/all-triggers-and-actions/). **Filters and Conditions:** Segmentation is all about filtration—and that’s exactly what Automator’s [*filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/) feature is all about. Segment your ActiveCampaign contacts based on whether or not they have an active EDD software license or subscription. Or target users based on their purchase and download history. Better yet, tap into your EDD and WordPress metadata for really granular segmentation. It’s entirely up to you. [![mascot-custom-user-fields-right (1)](https://automatorplugin.com/wp-content/uploads/2023/09/mascot-custom-user-fields-right-1.png "mascot-custom-user-fields-right (1)")](https://automatorplugin.com/wp-content/uploads/2023/09/mascot-custom-user-fields-right-1.png) **User Loops and Lists:** Sending out ActiveCampaign broadcasts has never been easier thanks to Automator’s [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) feature. Populate entire ActiveCampaign lists with the click a button with whatever segment of your EDD customer base you choose. Want to make segmentation even easier? Check out Automator’s [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) to learn how. **Integrations:** Automator has 253 integrations with more constantly on the way. In other words, you can connect EDD and ActiveCampaign to your whole online ecosystem. Is your EDD platform part of your LearnDash LMS? Maybe you want to further segment your ActiveCampaign contacts based on their Events Calendar attendance? Whatever the integration, Automator can make it happen. **Ease-of-Use:** You must be thinking, “An integration this powerful must be difficult to use.” While Automator is definitely a powerful integration tool, it packs all of its features and functions into a user-friendly click-and-play interface. In the next sections, we’ll show you how to connect EDD to ActiveCampaign in just a few clicks—and even fewer minutes. Convinced that Automator is the best way to connect Easy Digital Downloads to ActiveCampaign? [**Grab your Automator Pro license now** **>>>** ](https://www.automatorplugin.com/pricing) Alternatively, you can **[install and activate the FREE version](https://www.automatorplugin.com/pricing)** of Automator on your WordPress website. You’ll need to **[register your account](https://automatorplugin.com/app-credits/)** to receive complimentary app credits so you can start using integrations like ActiveCampaign, OpenAI, Facebook, and more. ## **How to Connect EDD to ActiveCampaign (Quick Guide)** Looking for a fast and easy way to connect Easy Digital Downloads to ActiveCampaign? Follow these steps to create a seamless integration: ### **Step-by-Step Guide** 1. **Install and activate Uncanny Automator**. From your WordPress Admin Dashboard, navigate to **Plugins > Add New**, search for “Uncanny Automator,” and install the free plugin. 2. [**Register your account**](https://automatorplugin.com/app-credits/) to receive complimentary app credits so you can connect your WordPress website to Google Sheets. 3. **Create a new recipe**. Navigate to **Automator > Add New**, select **Logged-in users** or **Everyone**, and name your recipe. 4. **Configure your trigger**. Select **Easy Digital Downloads > A user purchases a download**. 5. **Configure your action**. Click **Add action**, select **ActiveCampaign > Add a contact to ActiveCampaign**. 6. **Map EDD checkout fields to ActiveCampaign fields**. Use **tokens** to match EDD checkout information to corresponding fields in your ActiveCampaign CRM. 7. **Save and activate the recipe**. Toggle the recipe from **Draft** to **Live**. Your Easy Digital Downloads store is now connected to ActiveCampaign! **That’s it!** Every time a customer purchases a download, Automator will add/update their contact information in ActiveCampaign. **Want a more detailed walkthrough?** Keep reading for a step-by-step tutorial with screenshots along with some ideas for even more powerful EDD and ActiveCampaign integrations. ## **EDD and ActiveCampaign Integration: Add and Tag Contacts** One of the first things that you’re going to want to do now that you have your Automator Pro license is set up a recipe to add your new EDD customers to ActiveCampaign. [![connect-edd-to-activecampaign-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-1-1024x654.png "connect-edd-to-activecampaign-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-1.png) In the recipe pictured above, for example, we’re able to add a contact to ActiveCampaign whenever they purchase a download. We can then add a second action to tag that contact, indicating that they used a discount code at checkout. Want to know how we did it? Let’s take a look. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Add and Tag EDD User in ActiveCampaign”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Easy Digital Downloads**. [![easy-digital-downloads-integration](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png "easy-digital-downloads-integration")](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png) From the dropdown list that appears, select *A product is purchased with a discount code*. [![easy-digital-downloads-trigger-a-product-is-purchased-discount-code](https://automatorplugin.com/wp-content/uploads/2024/07/easy-digital-downloads-trigger-a-product-is-purchased-discount-code-1024x412.png "easy-digital-downloads-trigger-a-product-is-purchased-discount-code")](https://automatorplugin.com/wp-content/uploads/2024/07/easy-digital-downloads-trigger-a-product-is-purchased-discount-code.png) Automator will prompt you to select a download. We have selected *Any download* but you can choose the download that best suits your workflows. Automator will then prompt you to select a discount code. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![easy-digital-downloads-trigger-a-product-is-purchased-discount-code-live](https://automatorplugin.com/wp-content/uploads/2024/07/easy-digital-downloads-trigger-a-product-is-purchased-discount-code-live-1024x314.png "easy-digital-downloads-trigger-a-product-is-purchased-discount-code-live")](https://automatorplugin.com/wp-content/uploads/2024/07/easy-digital-downloads-trigger-a-product-is-purchased-discount-code-live.png) **Step 3: Connect ActiveCampaign to WordPress** In the *Actions* panel, click **Add action** and select **ActiveCampaign** from the menu of available integrations. [![activecampaign-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png "activecampaign-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png) A pop-up window will appear. Click **Connect account**. [![connect-activecampaign-account](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-1024x457.png "connect-activecampaign-account")](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account.png) Another pop-up window will appear, prompting you to enter your *Account URL* and *API key*. To find these, go to your ActiveCampaign account and navigate to *Settings* > *Developer*. **Copy** the URL and API key. [![activecampaign-url-and-api-key](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key-1024x419.png "activecampaign-url-and-api-key")](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key.png) **Paste** the information into the corresponding fields in the Automator pop-up window. When you’re finished, click **Connect ActiveCampaign account**. [![connect-activecampaign-account-account-url-and-api-key](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-account-url-and-api-key-1024x247.png "connect-activecampaign-account-account-url-and-api-key")](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-account-url-and-api-key.png) Next, click **Save Settings** and return to the recipe editor. **Step 4: Configure Your Action(s)** From the dropdown list that appears, select *Add the user to ActiveCampaign*. [![activecampaign-action-add-the-user-to-activecampaign](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-action-add-the-user-to-activecampaign-1024x470.png "activecampaign-action-add-the-user-to-activecampaign")](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-action-add-the-user-to-activecampaign.png) Automator will use the user’s first name, last name and email to create the ActiveCampaign contact. Next, we’re going to add a second action to tag the user, indicating which discount code they used at checkout. Click **Add action** and select **ActiveCampaign**. From the dropdown list that appears, select *Add a tag to the user*. [![activecampaign-actions-add-a-tag-to-the-user](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-add-a-tag-to-the-user-1024x471.png "activecampaign-actions-add-a-tag-to-the-user")](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-add-a-tag-to-the-user.png) Automator will prompt you to select the tag. Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![activecampaign-actions-live](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-live-1024x523.png "activecampaign-actions-live")](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-live.png) (Note: If you want to tag your EDD customers in ActiveCampaign dynamically, you can do this using the [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) plugin. Add a custom field to your EDD downloads with a value that corresponds to a tag ID in ActiveCampaign. You can then retrieve this custom field value as post meta using Automator’s tokens feature. ACF does not support custom fields for discount codes.) [![dynamic-edd-and-activecampaign-tagging](https://automatorplugin.com/wp-content/uploads/2024/07/dynamic-edd-and-activecampaign-tagging-1024x893.png "dynamic-edd-and-activecampaign-tagging")](https://automatorplugin.com/wp-content/uploads/2024/07/dynamic-edd-and-activecampaign-tagging.png) **Step 5: Connect EDD and ActiveCampaign!** You’re just about ready to complete your first Easy Digital Downloads and ActiveCampaign integration. All that’s left for you to do is toggle your recipe from *Draft* to *Live*. [![connect-edd-to-activecampaign-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-1-live-1024x654.png "connect-edd-to-activecampaign-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-1-live.png) That’s it! You’ve just successfully connected EDD to ActiveCampaign! [**Want more of these powerful integrations at your fingertips? Grab your Automator Pro license now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) (Note: The recipe that we just created will add our new EDD customers to ActiveCampaign when they make a purchase with a discount code. If you want to import your existing EDD customers to ActiveCampaign, you can run a User Loop to import different user roles. We’ll show how to set up these powerful automations in the next section. Alternatively, you can [export a CSV of your customers](https://easydigitaldownloads.com/docs/exporting-customers-to-csv/) then [import that CSV file into ActiveCampaign](https://help.activecampaign.com/hc/en-us/articles/221467787-How-to-import-contacts-into-ActiveCampaign-from-a-CSV-file).) ## **Generate ActiveCampaign Lists from EDD Customers** Building your ActiveCampaign mailing lists one EDD customer at a time has its uses. However, sometimes, you may need to populate an entire mailing list for a special broadcast or to retroactively target some of your EDD customers. Enter *User Loops*. [![connect-edd-to-activecampaign-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-2-1024x971.png "connect-edd-to-activecampaign-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-2.png) In the recipe pictured above we’re able to add all of our EDD customers who have not yet purchased a specific download to one of our ActiveCampaign mailing lists. Alternatively, by simply altering the filter, we could have targeted EDD customers with or without an active subscription, who have or have not downloaded specific products or more. Here’s to set up powerful list segmentation with Uncanny Automator. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “ActiveCampaign List from EDD Customers”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 3: Configure Your User Loop** In the *Actions* panel, click **Add** then select [*User loop*](https://automatorplugin.com/knowledge-base/user-loops/). In the *Loop* pane, click **Add action** and select **ActiveCampaign**. From the dropdown list that appears, select *Add the user to a list*. Automator will prompt you to select a list. For example, we have selected our “Beginner Automators”. Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![user-loop-activecampaign-add-the-user-to-list](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-add-the-user-to-list-1024x514.png "user-loop-activecampaign-add-the-user-to-list")](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-add-the-user-to-list.png) (Note: With the action we selected, Automator will not add users to ActiveCampaign. That is to say, if the email does not exist in ActiveCampaign, Automator will not add them to the list you have selected. If you are uncertain if all of your EDD customers have been added to ActiveCampaign, you can easily change the action to *Add the user to ActiveCampaign* then run another recipe to add different users to different lists.) **Step 4: Configure Your Action Filter(s)** As the recipe stands, Automator will take all of our users who are not Administrators and add them to our chosen ActiveCampaign list. Of course, we’re trying to be a bit more targeted than that. To zero in on specific EDD customers, we’re going to add an *Action Filter*. To add a filter, simply hover over the action and click **Filter**. [![user-loop-activecampaign-add-the-user-to-list-filter](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-add-the-user-to-list-filter-1024x514.png "user-loop-activecampaign-add-the-user-to-list-filter")](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-add-the-user-to-list-filter.png) In the modal that appears, select *Easy Digital Downloads* > *The user has/has not purchased a download* or another EDD condition that suits your ActiveCampaign list. [![filter-condition-edd-user-has-has-not-purchased-download](https://automatorplugin.com/wp-content/uploads/2024/07/filter-condition-edd-user-has-has-not-purchased-download-1024x679.png "filter-condition-edd-user-has-has-not-purchased-download")](https://automatorplugin.com/wp-content/uploads/2024/07/filter-condition-edd-user-has-has-not-purchased-download.png) In a new modal, Automator will prompt you to configure the rule: [![edd-configure-the-rule](https://automatorplugin.com/wp-content/uploads/2024/07/edd-configure-the-rule-1024x523.png "edd-configure-the-rule")](https://automatorplugin.com/wp-content/uploads/2024/07/edd-configure-the-rule.png) Once you’re finished, click **Save filter**. Your *Actions* panel should now look something like this: [![user-loop-activecampaign-add-the-user-to-list-with-edd-filter](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-add-the-user-to-list-with-edd-filter-1024x1021.png "user-loop-activecampaign-add-the-user-to-list-with-edd-filter")](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-add-the-user-to-list-with-edd-filter.png) **Step 5: Get on the List!** We promised you the ability to create entire ActiveCampaign lists with the click of a button. Now it’s time to deliver. Simply click **Run now** in the *Recipe* box and kick back as Automator segments your EDD customers for you. [![connect-edd-to-activecampaign-recipe-2-run-now](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-2-run-now-1024x971.png "connect-edd-to-activecampaign-recipe-2-run-now")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-activecampaign-recipe-2-run-now.png) [**Ready to upgrade your EDD marketing automation? Grab your Automator Pro license if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **Best Practices and Frequently Asked Questions** By now, you’re very well on your way to becoming a master automator. Nevertheless, here are some tips and tricks for improving your new Easy Digital Downloads and ActiveCampaign integration. **1. Leverage Detailed Segmentation** Use Uncanny Automator’s advanced filtering options to segment your ActiveCampaign lists based on detailed EDD data. Segment users by purchase history, specific product downloads, discount codes used, and more. Don’t forget, Automator taps directly into your WordPress metadata so you can segment your contacts any way you want. **2. Utilize User Loops for Bulk Actions** *User Loops* is one of Automator’s most powerful features. Upgrade your marketing automation efforts with bulk actions, such as adding multiple users to a list or tagging users en masse based on EDD criteria. Check out the [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) for more ways to segment your contacts. **3. Update and Optimize Your Marketing Automations** As you retire discount codes, add and/or edit tags and create new mailing lists, don’t forget to update your automations and create new ones. [![refresh-activecampaign-integration](https://automatorplugin.com/wp-content/uploads/2024/07/refresh-activecampaign-integration-1024x387.png "refresh-activecampaign-integration")](https://automatorplugin.com/wp-content/uploads/2024/07/refresh-activecampaign-integration.png) And don’t worry. Automator doesn’t charge per automation fees. That means that you can create as many automations as you want—the more you integrate, the more you save. **Can I segment my ActiveCampaign contacts based on EDD purchases?** Yes, with Uncanny Automator, you can segment your ActiveCampaign contacts based on various EDD purchase criteria. This includes specific products purchased, download history, discount codes used, and subscription statuses. For a full list of Automator’s EDD segmentation options, [click here](https://automatorplugin.com/all-triggers-and-actions/). **How can I bulk add my existing EDD customers to an ActiveCampaign list?** To bulk add existing EDD customers to an ActiveCampaign list, you can use Uncanny Automator’s [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) feature. This allows you to create actions that apply to multiple users based on their roles or specific criteria in EDD. Alternatively, you can [export a CSV of your customers](https://easydigitaldownloads.com/docs/exporting-customers-to-csv/) then [import that CSV file into ActiveCampaign](https://help.activecampaign.com/hc/en-us/articles/221467787-How-to-import-contacts-into-ActiveCampaign-from-a-CSV-file). **Is it possible to automate the tagging of EDD customers in ActiveCampaign?** Yes, you can tag EDD customers in ActiveCampaign with Uncanny Automator. Contact tagging is a fundamental building block of contact segmentation and Automator offers tons of different options to suit your marketing automation needs. **Can I connect EDD Recurring Payments and Software Licensing to ActiveCampaign?** Yes, Automator integrates with EDD – Recurring Payments and EDD – Software Licensing. This means that you can easily connect EDD subscriptions and licensing to ActiveCampaign. [**Click here**](https://www.automatorplugin.com/integrations) for a full list of Automator’s integrations. ## **Conclusion** In this article, we explored the extensive capabilities of Uncanny Automator for integrating Easy Digital Downloads with ActiveCampaign. By leveraging Automator, you can significantly enhance your marketing automation with advanced segmentation, automated tagging, and seamless list creation. We delved into the step-by-step process of setting up these powerful integrations, utilizing features such as *User Loops* and *action filters*. Uncanny Automator stands out as the ultimate tool for connecting EDD to ActiveCampaign, offering ease of use, a wide range of triggers and actions, and the ability to connect with numerous other platforms. [**Ready to transform your EDD and ActiveCampaign integration? Grab your Uncanny Automator Pro license today and start automating your workflows effortlessly>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect Elementor Forms to Google Sheets](https://automatorplugin.com/connect-elementor-forms-to-google-sheets/) **Published:** November 21, 2023 **Author:** Brendan Da Costa **Content:** *Elementor doesn’t have a native Google Sheets integration. But, with Uncanny Automator, you can send Elementor Forms data to Google Sheets with ease.* [![connect-elementor-forms-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-google-sheets-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-google-sheets-featured-image.png) Are you looking for an easy and efficient way to connect [**Elementor Forms**](https://automatorplugin.com/share/elementor) to [**Google Sheets**](https://automatorplugin.com/share/google/)? Well, look no further. [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is a free Elementor Forms and Google Sheets integration tool that allows you to add and update your form leads in real-time. In this detailed how-to guide, we’ll walk you through the simple steps of connecting your page builder’s forms to a Google spreadsheet. By the end of this article, you’ll be able to: - connect Elementor Pro to Google Sheets, - send Elementor Forms data and submissions to Google Sheets, - add and update your leads in Google Sheets, and - integrate Elementor Pro with more apps and plugins. Whether you want to centralize your data storage, collaborate with your team or analyze your Elementor form submission data, Automator can help you make it happen and we’ll show you how. So, without further ado, let’s get started. ## **Introduction** In this guide, we’re going to connect Elementor Forms to Google Sheets using Uncanny Automator. As these are already a few of the most popular and powerful plugins, they hardly need an introduction. Nevertheless, let’s get to know a bit more about these WordPress tools before we show you exactly how they work. [**Elementor**](https://automatorplugin.com/share/elementor) is one of the best and most user-friendly page-building plugins for WordPress websites. With a built-in form-builder, it’s also one of the most powerful. However, as experienced Elementor users know, there is no native integration with Google Sheets. [![elementor-homepage](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-homepage-1024x437.png)](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-homepage.png) That’s where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in. As the #1 automation and integration tool for WordPress users, Automator connects all of your favorite apps and plugins—no code required! [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Using combinations of triggers and actions, you can create seamless workflows between Elementor Pro, Google Sheets and [**253 more integrations**](https://www.automatorplugin.com/integrations). (Note: Throughout this article, we’re going to be using both Elementor Pro and Automator Pro features. Make sure to [**try Automator Pro risk-free for 14 days so you can follow along**](https://www.automatorplugin.com/pricing).) ## Why Connect [Elementor Forms](https://automatorplugin.com/share/elementor/) to [Google Sheets](https://automatorplugin.com/share/google-sheets/) with [Automator](https://automatorplugin.com/pricing) Savvy WordPress users may already be familiar with [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions, Automator allows its users to connect all of their favorite apps and plugins—**for FREE**. [![Uncanny Automator promotional image featuring its mascot pointing to a laptop screen displaying the Elementor and Google Sheets logos. The text below highlights the plugin’s ability to automate WordPress sites and apps. With Uncanny Automator, users can easily connect Elementor to Google Sheets, streamlining workflows and reducing development costs.](https://automatorplugin.com/wp-content/uploads/2025/02/connect-elementor-forms-to-google-sheets-automator.jpg "connect-elementor-forms-to-google-sheets-automator")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-elementor-forms-to-google-sheets-automator.jpg) So, when it comes to connecting Elementor Forms to Google Sheets, Automator is the natural plugin of choice for countless WordPress websites. If you’re not familiar with Automator, here are the features that will help you create a seamless Elementor Forms and Google Sheets integration: - **Free to get started:** Automator offers a free-forever plugin that you can (and probably should) use to automate some basic tasks on your WordPress website. Additionally, you can register your account to receive complimentary app credits to start connecting your WordPress website to apps like **Google Sheets**, **OpenAI**, **Facebook**, **Slack**, and more. - **Affordable paid plans:** Whenever you’re ready to unlock Automator’s Pro features (unlimited app credits, action filters, scheduled automations, and more), Automator will still help you save costs. Unlike other tools, Automator doesn’t charge per automation fees. In other words, the more you automate and integrate, the more you save. - **Easy to use:** I bet I know what you’re thinking: “All of this power must require some coding.” While I understand the assumption, Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks and even fewer minutes. Without code. Better yet, use a preconfigured template and start automating right away. - **Integrations and Addons:** With Automator, connecting Elementor Forms to Google Sheets is just the beginning. Automator has [**253 more integrations**](https://www.automatorplugin.com/integrations), meaning that you can connect Elementor to Google Sheets and all of your other favorite apps and plugins. Additionally, some Automator plans come with handy addons that make syncing your data between your apps and plugins that much easier. Ready to connect Elementor to Google Sheets? [**Get Automator for FREE >>>**](https://www.automatorplugin.com/pricing) And don’t forget to [register your account](https://automatorplugin.com/app-credits/) to receive some complimentary app credits so you can follow our walkthrough instructions. Alternatively, get your Automator Pro license now and unlock unlimited app credits and hundreds of powerful triggers and actions. ## ****The Benefits of Connecting Elementor Forms to Google Sheets**** Storing Elementor Form entries in Google Sheets can drastically improve your workflows and give you insight that boost your bottom line. Here are the top five reasons why you should connect Elementor to Google Sheets: **1. Centralized Data Storage** Google Sheets provides a centralized and easily accessible location to store form submission data. This can be especially useful for individuals or teams who want a unified platform to view, manage, and analyze data collected through Elementor Forms. **2. Collaboration and Sharing** Google Sheets facilitates collaboration among team members. Multiple people can access and work on the same spreadsheet simultaneously. This is beneficial for teams where different members are responsible for various aspects of data analysis, reporting, or follow-up based on form submissions. For WordPress users, storing Elementor Forms entries in Google Sheets also provides an added layer of security. ****3. Real-Time Updates**** Google Sheets offers real-time updates, allowing users to see changes as they occur. This feature is valuable for monitoring incoming form submissions in real time. It ensures that the data is always up-to-date and readily available for processing and analysis. ******4. Integration with Other Google Services****** Google Sheets can easily integrate with other Google services, such as Google Drive, Google Forms, and Google Calendar. This integration streamlines workflows, making it convenient to automate various processes related to form submissions and data analysis. ********5. Data Analysis and Visualization******** Google Sheets provides basic data analysis tools and the ability to create charts and graphs. Storing Elementor form submission data in Google Sheets allows for easy analysis and visualization of trends, patterns, and other insights. Users can leverage functions, filters, and pivot tables to derive meaningful information from the collected data. In summary, storing Elementor form submission data in Google Sheets offers a centralized, collaborative, and real-time solution that integrates well with other Google services. This approach can enhance the efficiency of data management, analysis, and utilization for individuals and teams alike. Now that we know the “why”, let’s walk through the “how”. ## **How to Connect Elementor Forms to Google Sheets (Quick Guide)** Need a fast and easy way to send Elementor Forms data to Google Sheets? Follow these simple steps using **Uncanny Automator**—no coding required. ### **Step-by-Step Guide** 1. **Install and activate Uncanny Automator**. From your WordPress Admin Dashboard, navigate to **Plugins > Add New**, search for “Uncanny Automator,” and install the free plugin. 2. [**Register your account**](https://automatorplugin.com/app-credits/) to receive complimentary app credits so you can connect your WordPress website to Google Sheets. 3. **Create a new recipe**. Navigate to **Automator > Add New**, select **Logged-in users** or **Everyone**, and name your recipe. 4. **Configure your trigger**. Select **Elementor Forms > A user submits a form** and select the form you want to connect. 5. **Configure your action**. Click **Add action**, select **Google Sheets > Create a row in a Google Sheet**. 6. **Map form fields to Google Sheets columns**. Use **tokens** to match Elementor form fields to spreadsheet columns. 7. **Save and activate the recipe**. Toggle the recipe from **Draft** to **Live**—your Elementor form is now connected to Google Sheets! **That’s it!** Every time someone submits the Elementor form you selected, the submission data will be automatically stored in Google Sheets. **Want a more detailed walkthrough?** Keep reading for a step-by-step tutorial with screenshots. ## **Store Elementor Forms Entries in Google Sheets** Automator works using *recipes*, i.e. combinations of triggers and actions. In the recipe pictured below, we’re able to automatically send Elementor Forms submission data to Google Sheets. [![connect-elementor-forms-to-google-sheets-recipe](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-google-sheets-recipe-1024x574.png)](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-google-sheets-recipe.png) In the next steps, we’ll show you how to recreate the recipe pictured above. Let’s get started. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. (Note: For the purposes of recreating this recipe, it doesn’t particularly matter which recipe type you select. If any visitor to your website can fill out the form(s) you want to track in Google Sheets, select *Everyone*.) [![select-recipe-type-logged-in-users-or-everyone](https://automatorplugin.com/wp-content/uploads/2023/11/select-recipe-type-logged-in-users-or-everyone-1024x1018.png)](https://automatorplugin.com/wp-content/uploads/2023/11/select-recipe-type-logged-in-users-or-everyone.png) **Step 2: Name Your Recipe** Once you get the hang of creating Automator recipes, you’ll turn into a veritable WordPress chef. As such, we recommend coming up with a naming convention for your recipes that makes them easy to recognize at a glance. For example, we’ve named this recipe *Connect Elementor Forms to Google Sheets*. It might not be a fancy name like *foie gras* but it cuts to the chase. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Elementor**. [![elementor-integration](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-integration.png) From the drop-down list that appears, select *A user submits a form*. [![elementor-trigger-a-user-submits-a-form](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-trigger-a-user-submits-a-form-1024x301.png)](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-trigger-a-user-submits-a-form.png) Automator will prompt you to select the form. Once you’re finished, click **Save**. Your trigger should look something like this: [![elementor-trigger-a-user-submits-new-form](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-trigger-a-user-submits-new-form-1024x342.png)](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-trigger-a-user-submits-new-form.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, select **Google Sheets**. [![automator-google-sheets-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png) If you haven’t already connected Google Sheets to your WordPress website, then Automator will prompt you to do so. In the *Connect integration* window that appears, click **Connect account** and follow the prompts. [![automator-connect-integration-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/11/automator-connect-integration-google-sheets-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2023/11/automator-connect-integration-google-sheets.png) Once you’ve connected your Google Sheets account, you can continue creating the recipe. From the drop-down list that appears, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/11/google-sheets-action-create-a-row-in-a-google-sheet-1024x306.png)](https://automatorplugin.com/wp-content/uploads/2023/11/google-sheets-action-create-a-row-in-a-google-sheet.png) Automator will prompt you to select the specific *Drive*, *Spreadsheet* and *Worksheet* where you want to store Elementor Forms entries. Once you’ve selected the specific worksheet, click **Get columns**. [![google-sheets-action-get-columns](https://automatorplugin.com/wp-content/uploads/2023/11/google-sheets-action-get-columns.gif)](https://automatorplugin.com/wp-content/uploads/2023/11/google-sheets-action-get-columns.gif) As you can see in the image above, Automator will return the first value in each column from your worksheet in the *Column* fields on the left side. Now, we get to choose the Elementor Forms entry data that we want to store in Google Sheets. We’re going to use *tokens*—dynamic data pulled from your WordPress website and from triggers and actions within recipes—to fill out the *Value* fields. To select a token, click on the **Asterisk** in a field. For example, we’ve filled out the first column with the *Form title* and/or *Form ID* tokens. [![elementor-form-title-and-form-id-tokens](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-form-title-and-form-id-tokens-954x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-form-title-and-form-id-tokens.png) Fill in the remaining fields using the corresponding tokens. You can even use the *Current Unix timestamp* token to store precise and easily manipulable date and time data. [![elementor-tokens-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-tokens-google-sheets.png)](https://automatorplugin.com/wp-content/uploads/2023/11/elementor-tokens-google-sheets.png) Once you’re finished, click **Save**. Your action should look like this: [![google-sheets-action-create-a-row-in-a-google-sheet-live](https://automatorplugin.com/wp-content/uploads/2023/11/google-sheets-action-create-a-row-in-a-google-sheet-live-1024x423.png)](https://automatorplugin.com/wp-content/uploads/2023/11/google-sheets-action-create-a-row-in-a-google-sheet-live.png) **Step 5: Go Live!** You’re just about ready to connect your Elementor Forms to Google Sheets. All that’s left for you to do now is toggle the recipe from *Draft* to *Live*. [![connect-elementor-forms-to-google-sheets-recipe-live](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-google-sheets-recipe-live-1024x574.png)](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-google-sheets-recipe-live.png) ## **Connect Elementor Forms to Everything** Congratulations on creating your first Automator recipe! But why stop at simply connecting Elementor Forms to Google Sheets? Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way every month. [![connect-elementor-forms-to-activecampaign-woocommerce](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-activecampaign-woocommerce-1024x737.png)](https://automatorplugin.com/wp-content/uploads/2023/11/connect-elementor-forms-to-activecampaign-woocommerce.png) With just a little imagination, you can create recipes like the one pictured above. Connecting Elementor Forms to your CRM of choice, such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), opens up new realms of possibilities. You can even tie-in your [**ecommerce platform**](https://automatorplugin.com/share/woocommerce/) to help capture more leads and create a smoother sales funnel. ## **Frequently Asked Questions** **Can I connect Elementor Forms to Google Sheets for free?** Yes! You can connect Elementor Forms to Google Sheets for free using **Uncanny Automator**. Automator’s free version allows you to integrate Elementor with Google Sheets effortlessly, enabling you to store, organize, and analyze form submissions in real-time. Simply register your account to receive complimentary app credits to connect your Elementor Forms without any upfront cost. **How do I connect Elementor to Google Sheets without coding?** With **Uncanny Automator**, you don’t need any coding knowledge to connect Elementor to Google Sheets. Simply create a recipe where an **Elementor Forms submission** triggers an action that adds the data to a specific Google Sheets spreadsheet. Automator’s user-friendly interface lets you set everything up with just a few clicks. **What data can I send from Elementor Forms to Google Sheets?** You can send virtually any form field data from Elementor Forms to Google Sheets, including **names, email addresses, phone numbers, custom fields, timestamps, and even media**. Automator allows you to map form entries directly to specific columns in Google Sheets, ensuring structured and organized data collection. **How often does the integration update my Google Sheets?** The integration updates Google Sheets **instantly** as soon as a user submits a form. Since Uncanny Automator processes automation in real-time, your spreadsheet will always have the most up-to-date data without delays. **Can I connect Elementor to Google Sheets and other apps simultaneously?** Yes! With Uncanny Automator, you can **connect Elementor Forms to Google Sheets and multiple other apps at the same time**. For example, you can send form data to Google Sheets **and** notify your team on Slack, add a lead to ActiveCampaign, or trigger WooCommerce actions—all in one seamless workflow. ## **Conclusion** We’re pretty confident that you now have everything you need to store Elementor Forms entries in Google Sheets—and then some! In case we missed anything, or if there are any other Elementor integrations that you’d like to see, let us know in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** elementor, google sheets --- ### [How to Connect GiveWP to Brevo for FREE: Supercharge Your Donations](https://automatorplugin.com/how-to-connect-givewp-to-brevo/) **Published:** February 6, 2025 **Author:** Brendan Da Costa **Content:** *Connect GiveWP to Brevo with Uncanny Automator and connect with your donors like never before. It’s fast, it’s user-friendly, and it’s FREE!* [![connect-givewp-to-brevo-featured-image](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-featured-image.jpg "connect-givewp-to-brevo-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-featured-image.jpg) Are you trying to integrate [**GiveWP**](https://automatorplugin.com/share/givewp/) and Brevo? Smart move. By combining your donations plugin with your CRM, you can personalize donor outreach, increase recurring contributions, and save time. However, there’s just one problem that you have probably already encountered: GiveWP doesn’t have a built-in [**Brevo**](https://automatorplugin.com/share/brevo/) integration. That means you’d have to manually export donor data or and segment contacts yourself. If that doesn’t sound like your idea of a good time, it’s not ours either. Fortunately, there’s an easy (and free!) solution to connect GiveWP to Brevo without typing your fingers down to the bone or learning to write fancy code. That solution is called [**Uncanny Automator**](https://www.automatorplugin.com/pricing). In this walkthrough, we’ll show you how to set up a GiveWP and Brevo integration in minutes—and at zero cost. By the end of this guide, you’ll be able to: - seamlessly sync GiveWP donors to Brevo, - send customized donation follow-up emails, - segment donors based on their contributions to personalize outreach, - add donors to the right Brevo lists without lifting a finger, and - integrate GiveWP and Brevo with countless other apps and plugins. Ready to automate your fundraising? Let’s get started. ## Why Connect [GiveWP](https://automatorplugin.com/share/givewp/) to [Brevo](https://automatorplugin.com/share/brevo/) With [Automator](https://automatorplugin.com/pricing) If you’re accepting donations through GiveWP, you need an efficient way to keep your donors engaged. And, while GiveWP lets you collect donor information and send some basic transactional emails, it doesn’t offer the full functionality of a CRM like Brevo. Without pairing your donation platform to an email marketing tool, you’d be missing out on a powerful opportunity to nurture relationships and encourage future donations.Fortunately, creating beautiful pairings is precisely where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) shines. [![connect-givewp-to-brevo-automator-homepage](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-automator-homepage.jpg "connect-givewp-to-brevo-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-automator-homepage.jpg) Automator is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called *recipes*, you can connect all of your favorite apps and plugins to automate repetitive workflows and create new ones. But what makes Automator the best tool for connecting GiveWP to Brevo? - **Free to get started:** Automator offers a free-forever plugin that you can (and probably should) use to automate some basic tasks on your WordPress website. Additionally, you can register your account to receive complimentary app credits to start using integrations such as **Brevo**, **OpenAI**, **LinkedIn**, and **X**. - **Affordable paid plans:** Automator Pro licenses start at just $149/year (and you can likely catch a sale to save even more). But that’s not even the best part. Unlike other tools on the worldwide web, Automator doesn’t charge per automation fees. In other words, the more you automate and integrate, the more you save. - **Scales with you:** Whether you have dozens, hundreds, or thousands of donors, Automator scales with you. Features such as JSON, XML, and CSV file import along with Loops, allow you to manage content and users in bulk. - **Easy to use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Better yet, use a preconfigured template and start automating right away. - **Integrations and Addons:** With Automator, connecting GiveWP to Brevo is just the beginning. Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), meaning that you can connect GiveWP to Brevo and all of your other favorite apps and plugins. Additionally, some Automator plans come with handy addons that make syncing your data between your apps and plugins that much easier. Ready to connect GiveWP to Brevo? **[Download Automator fo](https://wordpress.org/plugins/uncanny-automator/)**[**r FREE >>>**](https://wordpress.org/plugins/uncanny-automator/) And don’t forget to [register your account](https://automatorplugin.com/app-credits/) to receive some complimentary app credits so you can follow our walkthrough instructions. Alternatively, [**get your Automator Pro license now**](https://www.automatorplugin.com/pricing) and unlock unlimited app credits and hundreds of powerful triggers and actions. Now that you have Automator installed and activated on your WordPress website, you’re just a few clicks away from automating your donor outreach. In the next section, we’ll walk you through setting up your first Automator recipe. ## **Sync GiveWP Donors with Brevo** One of the first tasks you’ll want to automate when connecting GiveWP to Brevo is syncing your donors to your CRM in real-time. In this section, we’ll walk you through the simple steps to recreate the recipe pictured below. [![connect-givewp-to-brevo-sync-donors](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-sync-donors-1024x594.png "connect-givewp-to-brevo-sync-donors")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-sync-donors.png) (If you want to sync all of your existing donors, Automator can do that too and we’ll show you how at the end of this section.) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Everyone**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) (This recipe type will allow you to capture all donors, not just those who have already created an account on your website.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Sync GiveWP Donors with Brevo”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **GiveWP**. [![givewp-integration](https://automatorplugin.com/wp-content/uploads/2025/02/givewp-integration-1024x704.png "givewp-integration")](https://automatorplugin.com/wp-content/uploads/2025/02/givewp-integration.png) From the dropdown list that appears, select **A donation is made via a form**. [![givewp-trigger-a-donation-is-made-via-a-form](https://automatorplugin.com/wp-content/uploads/2025/02/givewp-trigger-a-donation-is-made-via-a-form-1024x415.png "givewp-trigger-a-donation-is-made-via-a-form")](https://automatorplugin.com/wp-content/uploads/2025/02/givewp-trigger-a-donation-is-made-via-a-form.png) Automator will prompt you to select a form. For this particular recipe, because we want to capture as many donors as possible, select **Any form** and click **Save**. Once you’re finished, your completed trigger should look like this: [![givewp-trigger-a-donation-is-made-via-a-form-live](https://automatorplugin.com/wp-content/uploads/2025/02/givewp-trigger-a-donation-is-made-via-a-form-live-1024x330.png "givewp-trigger-a-donation-is-made-via-a-form-live")](https://automatorplugin.com/wp-content/uploads/2025/02/givewp-trigger-a-donation-is-made-via-a-form-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Brevo**. [![brevo-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-integration-not-connected.png "brevo-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-integration-not-connected.png) (Note: If you haven’t already connected your Brevo account, click **Connect account** in the modal that appears and follow the instructions. You will need to create a new API key. Navigate to your Brevo account and click **SMTP & API** under your account profile. Paste the API key into the field provided.) Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select **Create or update a contact**. [![brevo-action-create-or-update-a-contact](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-create-or-update-a-contact-1024x470.png "brevo-action-create-or-update-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/10/brevo-action-create-or-update-a-contact.png) Automator will present you with a form to fill out the contact’s information. You can fill this out using *tokens*, i.e., dynamic data from your WordPress website and from within recipes. To use a token, click on the **Asterisk** in a field and select the token that corresponds to it. For example, in the *Email* field, we have selected the *Email* token, representing the value that the donor would have entered in the donation form. [![brevo-email-token](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-email-token-1024x630.png "brevo-email-token")](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-email-token.png) Fill out the remaining fields, including any custom attributes, using tokens, static data, or a combination of the two. Once you’re finished, click **Save**. Your completed action should look like this: [![brevo-action-create-or-update-a-givewp-contact-live](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-action-create-or-update-a-givewp-contact-live-1024x437.png "brevo-action-create-or-update-a-givewp-contact-live")](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-action-create-or-update-a-givewp-contact-live.png) **Step 5: Go Live!** You’re just about ready to connect GiveWP to Brevo. All you have to do is toggle the recipe from **Draft** to **Live**. [![connect-givewp-to-brevo-sync-donors-live](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-sync-donors-live-1024x594.png "connect-givewp-to-brevo-sync-donors-live")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-sync-donors-live.png) That’s it! You’ve successfully connected GiveWP to Brevo. Now, whenever someone makes a donation via a GiveWP form, Automator will sync their contact information to Brevo. But what about syncing your existing donors? Check out the recipe below to see how some of [**Automator’s Pro**](https://www.automatorplugin.com/pricing) features can further improve your workflows. ## **Export GiveWP Donors to Brevo** Automator has tons of advanced features such as action filters and Loops. We’ll use both of these features to export our existing GiveWP donors to Brevo. [![connect-givewp-to-brevo-export-givewp-donors-to-brevo](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-export-givewp-donors-to-brevo-913x1024.png "connect-givewp-to-brevo-export-givewp-donors-to-brevo")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-export-givewp-donors-to-brevo.png) Here’s how it’s done. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Everyone**. Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Export GiveWP to Brevo”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png "automator-integration-run-now")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select **Trigger recipe manually**. **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add > User Loop**. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop-1024x405.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Brevo**. From the dropdown list that appears, select **Create or update a contact**. Just as before, Automator will present you with a form to fill out the contacts’ information. Once again, we’ll use tokens. However, this time, we will be using *Loop tokens*. To use *Loop tokens*, simply click the **Asterisk** and select a token under the *Loop* dropdown. [![automator-user-loop-email-token](https://automatorplugin.com/wp-content/uploads/2025/02/automator-user-loop-email-token-1024x609.png "automator-user-loop-email-token")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-user-loop-email-token.png) Fill out the contacts’ remaining information using tokens and/or static data. Once you’re finished, click **Save**. Your *Loop* pane should now look like this: [![automator-user-loop-brevo-action-create-or-update-contact](https://automatorplugin.com/wp-content/uploads/2025/02/automator-user-loop-brevo-action-create-or-update-contact-1024x589.png "automator-user-loop-brevo-action-create-or-update-contact")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-user-loop-brevo-action-create-or-update-contact.png) **Step 4: Configure Your Action Filter(s)** As the recipe stands now, Automator will export every user that isn’t a site administrator to your Brevo contact list. However, we may want to be a bit more targeted than that. For this, we have *action filters*.To add a filter, hover the action and click **Filter**. [![brevo-action-create-or-update-a-givewp-contact-filter](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-action-create-or-update-a-givewp-contact-filter-1024x287.png "brevo-action-create-or-update-a-givewp-contact-filter")](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-action-create-or-update-a-givewp-contact-filter.png) In the modal that appears, select **GiveWP > The user has/does not have an active recurring donation**. [![automator-action-filter-givewp-user-has-does-not-have-recurring-donation](https://automatorplugin.com/wp-content/uploads/2025/02/automator-action-filter-givewp-user-has-does-not-have-recurring-donation-1024x536.png "automator-action-filter-givewp-user-has-does-not-have-recurring-donation")](https://automatorplugin.com/wp-content/uploads/2025/02/automator-action-filter-givewp-user-has-does-not-have-recurring-donation.png) Automator will present you with a final modal to configure the filter condition(s). Once you’re finished, click **Save filter**. Your completed action with a filter should look like this: [![brevo-action-create-or-update-a-givewp-contact-filter-live](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-action-create-or-update-a-givewp-contact-filter-live-1024x596.png "brevo-action-create-or-update-a-givewp-contact-filter-live")](https://automatorplugin.com/wp-content/uploads/2025/02/brevo-action-create-or-update-a-givewp-contact-filter-live.png) **Step 5: Run now** With the click of a button, Automator will export all of your existing GiveWP donors with an active subscription to Brevo. All you have to do is click **Run now** and kick back your heels as Automator does the work for you. [![connect-givewp-to-brevo-export-givewp-donors-to-brevo-run-now](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-export-givewp-donors-to-brevo-run-now-913x1024.png "connect-givewp-to-brevo-export-givewp-donors-to-brevo-run-now")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-export-givewp-donors-to-brevo-run-now-913x1024.png) Ready to supercharge your donations with more automations like these? [**Get your Automator Pro license >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Connect GiveWP to Brevo** Believe it or not, but you’ve already mastered the basics of creating recipes with Uncanny Automator. And, while we’re pretty confident that you can take it from here, there are even more ways to enhance your GiveWP and Brevo integration that we’re eager to share with you. [![connect-givewp-to-brevo-vip-donors](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-vip-donors-1024x619.png "connect-givewp-to-brevo-vip-donors")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-vip-donors.png) In the recipe pictured above, we’re able to add our GiveWP donors to various lists based on the size of their donation. We can then target these donors in the future and send them specialized communications about new campaigns, events, and related causes that might interest them. Similarly, we can segment our donors by country as in the recipe pictured below. [![connect-givewp-to-brevo-segment-donors-by-country](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-segment-donors-by-country-1024x660.png "connect-givewp-to-brevo-segment-donors-by-country")](https://automatorplugin.com/wp-content/uploads/2025/02/connect-givewp-to-brevo-segment-donors-by-country.png) This way, we can always let our donors know about country-specific campaigns, and even translate our emails to their native tongue for a personal touch. With integrations such as **OpenAI**, **Slack**, **Twilio**, **WhatsApp**, **Woo**, and **Advanced Coupons**, amongst countless others, you can always find new recipes to help your campaigns meet their targets. - Generate personalized messages and emails with OpenAI in real-time to respond to donor behavior. - Notify your team about big donations, canceled recurring donations, and more with instant Slack notifications. - Open new channels of communication, such as text messages, with integrations like **Twilio** and **WhatsApp**. - Reward your most generous donors with store credit and/or coupons for your Woo-powered store. What sorts of GiveWP and Brevo integrations will you cook up? ## **Frequently Asked Questions** **Can I connect GiveWP to Brevo for free?** Yes, you can connect GiveWP to Brevo for free with Uncanny Automator. Simply install and activate the free version of Automator and register your account to receive some complimentary app credits. When you’re ready to unlock even more time-saving triggers and actions, simply upgrade to an Automator Pro plan. **How do I track donor engagement with Brevo?** Brevo provides built-in analytics that lets you track email open rates, click-through rates, and donor interactions. You can also segment donors based on their donation history and set up automation sequences to engage them further. Furthermore, with Automator you can connect GiveWP to Google Sheets and/or Airtable for even greater analysis. **Can I trigger multiple actions from a single donation?** Yes! With Uncanny Automator, you can trigger multiple actions when a donor completes a GiveWP form. For example, you can: add the donor to a Brevo list, send them a personalized text message, notify your team via Slack or email, then log the donation in Google Sheets. The possibilities are endless! ## **Conclusion** By now, you’ve seen just how easy it is to connect GiveWP to Brevo for free using Uncanny Automator. In this walkthrough, we showed you how to automate donor communication, segment supporters for personalized outreach, and maximize fundraising efforts—all while reducing your manual workflows. With Automator, you can kick your campaigns into hyperdrive. From simplified donor segmentation, to SMS updates, and beyond, Automator is the fundraising machine you need to have on your WordPress website. [**Supercharge your GiveWP donations and Brevo CRM now >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [What’s New in Automator 6.2: Threads for WordPress, and Much More!](https://automatorplugin.com/whats-new-in-automator-6-2-threads-for-wordpress-and-much-more/) **Published:** January 29, 2025 **Author:** Brendan Da Costa **Content:** Uncanny Automator 6.2 is a crowd pleaser we’re excited to share with you. The latest version of WordPress’ “everything plugin” adds new app and plugin integrations that will up your social media game, and make it that much easier to automate your forms. We also added tons of new functionality for Stripe users, along with a long list of triggers, actions, and updates that will make your automations that much more dynamic. Let’s zoom in 6.2x closer on this awesome Automator release. ## **New Integration: Threads** [**Threads**](https://automatorplugin.com/share/threads/) is Meta’s latest text-based social media platform. But, it probably doesn’t need much of an introduction. Since Meta released Threads in the summer of 2023, the platform has seen an increase in its active monthly users from [100 million to a staggering 275 million](https://www.statista.com/statistics/1451377/threads-global-quarterly-mau/). Needless to say, with numbers like that, WordPress site owners and developers have been clamoring for a Threads integration. And now, they have one. [![wordpress-threads-integration](https://automatorplugin.com/wp-content/uploads/2025/01/wordpress-threads-integration-1024x851.png "wordpress-threads-integration")](https://automatorplugin.com/wp-content/uploads/2025/01/wordpress-threads-integration.png) With the 6.2 release, Automator has made it easier for you to promote your latest products, content, events, and more on one of the fastest growing social media platforms on the web. ## **New Integration: Duplicator** [**Duplicator**](https://wordpress.org/plugins/duplicator/) is a popular backup and site migration plugin. And now, with the Automator 6.2 release, you can integrate your site management, data, and security more seamlessly into your workflows. This new integration includes the following trigger for all Automator users: - A backup completes with a specific status Those with Duplicator Pro will also have access to the action: - Initiate a backup Notify site administrators about completed backups, or trigger backups whenever your site is updated with new content. ## **New Integration: Everest Forms** Automator’s 6.2 release introduces another powerful drag-and-drop form-building plugin to its list of integrations: [**Everest Forms**](https://automatorplugin.com/share/everest-forms/). The new integration comes with two triggers for Automator Basic users: - A form is submitted - A user submits a form Automator Pro users will have access to two additional triggers, for more customized and dynamic automations: - A form is submitted with a specific value in a specific field - A user submits a form with a specific value in a specific field ## **New Integration: Thrive Theme Builder** The growing number of [**Thrive Theme Builder**](https://automatorplugin.com/share/thrive-theme-builder/) users will appreciate the introduction of another no-code feature: form integration. Automator’s 6.2 release will allow Thrive Theme Builder users to integrate their forms more seamlessly into their workflows. New triggers for this new integration are: - A form is submitted - A user submits a form ## **New Automations for Stripe, SeedProd, and More** We are always working to improve and update existing integrations to match our users’ needs. The 6.2 release is no different. We’ve added six new triggers for Stripe alone: - Stripe – A subscription is cancelled - Stripe – A subscription is created - Stripe – A subscription is paid - Stripe – A subscription payment fails - Stripe – One-time payment for a product is completed - Stripe – Payment for a product is refunded You’ll now have more ways to automate your payment terminal and integrate it fully into your sales funnel. For example, if one of your customers has canceled or expired payment information when their subscription renewal comes up, you can fire off a quick “retry” email. [![stripe-subscription-payment-failure-notification](https://automatorplugin.com/wp-content/uploads/2025/01/stripe-subscription-payment-failure-notification-1024x984.png "stripe-subscription-payment-failure-notification")](https://automatorplugin.com/wp-content/uploads/2025/01/stripe-subscription-payment-failure-notification.png) We’ve also added some triggers for SeedProd and LearnDash users: - SeedProd – Maintenance mode is set to a status - LearnDash – A user is added to a group that has access to a course (Pro) As well as some handy actions for WordPress Core, Automator Core, and Woo: - WordPress Core – Log the user out - Automator Core – Cancel the scheduled actions of a recipe for a user (Pro) - Automator Core – Activate/deactivate a recipe (Pro) - Woo – Generate a coupon code (Pro) ## **What Else is New in 6.2?** Tokens! Tokens galore! You might want to call the 6.2 release the tokens update. We’ve added more tokens in more places so you can create even more dynamic recipes. **Two new tokens for LearnDash:** - LearnDash – A user completes a course – Course points - LearnDash – A user completes a group’s courses – Course points **A new token selector for Automator Pro users in a Woo action:** - WooCommerce – Generate and email a coupon code [![generate-email-coupon-code-token-selector](https://automatorplugin.com/wp-content/uploads/2025/01/generate-email-coupon-code-token-selector-1024x677.png "generate-email-coupon-code-token-selector")](https://automatorplugin.com/wp-content/uploads/2025/01/generate-email-coupon-code-token-selector.png) This will allow you to dynamically select the product(s) to which you would like to apply a coupon code. Imagine if a user views a product multiple times but hasn’t purchased it. You can send them a personalized coupon code specifically for that product(s), for any product or user in your Woo store. We’ve added a token selector to other multi-select fields along with some other updates for existing integrations and UI: - Core – Added token selector to multiselect fields in some actions - WordPress – Create a post – Added toggle: Title must be unique - FluentCRM – Add/Update a Contact – Default Status Issue - Improved recipe UI messaging when Automator Pro is not active - Stripe – Updated the available list of triggers/actions on the settings page - WPForms – Split “Address” token into separate tokens **More Updates for Automator Pro:** - BuddyBoss – Subscribe the user to a forum – Added token support to Forum multi-select field - BuddyBoss – Unsubscribe the user from a forum – Converted Forum field to multiselect - LearnDash – Add a course to a group – Group field – Added token selector to multiselect field - LifterLMS – Enroll the user in a membership – Updated the action to pass “triggered by” value That’s a wrap on Automator 6.2 You can always refer to the [Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and the [Automator Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/) for a quick reference. We’re always excited to hear about how our users are enjoying our latest features and what they would most like to see in a (near) future release. So, make sure to drop us a line in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Automate Your eCommerce Business — And Make More Money!](https://automatorplugin.com/how-to-automate-your-ecommerce-business-and-make-more-money/) **Published:** January 23, 2025 **Author:** Brendan Da Costa **Content:** *eCommerce automation is the key to growing your WordPress business. We’ll show you how to automate your ecommerce business so you can work less and make more.* [![how-to-automate-your-ecommerce-business-featured-image](https://automatorplugin.com/wp-content/uploads/2025/01/how-to-automate-your-ecommerce-business-featured-image.png "how-to-automate-your-ecommerce-business-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/01/how-to-automate-your-ecommerce-business-featured-image.png) We don’t have to tell you; ecommerce is a fast and furious business. And with [27 million ecommerce websites](https://www.wpbeginner.com/research/ecommerce-statistics/), keeping up with the competition can be a challenge. **But that’s where automation comes in.** By making automation part of your ecommerce operations, you can save time, increase efficiency, and ultimately boost your bottom line. Imagine automating your inventory management to ensure your most popular products are always in stock. Or, how about automating your lead generation process to optimize your conversion ratios? Ever wanted to incorporate AI into your customer service workflows for speedy responses? With automation, all of those scenarios and more are possible. In this article, we’ll show you how to automate your ecommerce business. We’ll help you identify areas in your business that you can start automating right away. And, finally, we’ll introduce you to the one tool for the job: [**Uncanny Automator**](https://www.automatorplugin.com/automate-ecommerce). Let’s get started. ## **What Is eCommerce Automation Anyway?** In the simplest of terms, automation is the process of implementing technology to perform tasks—particularly repetitive tasks. If that sounds uselessly broad, it’s only because automation has become ubiquitous in our world today. You interact with it all the time. > **“More specifically, however, ecommerce automation is the process of applying technology to tasks such as order processing, inventory management, and marketing to improve efficiency, reduce errors, and foster growth.”** For example, consider how Spotify or another one of your subscription services sends you reminders as your renewal date draws near. Or think about how Amazon sends emails or push notifications with product recommendations based on your past purchases or search history. And what about that scannable QR code allowing you to register your warranty with the click of a button? Those are all examples of ecommerce automation. Moreover, they are examples that, with the right tools (which we’ll explore later on), you can replicate yourself. Picture this automated workflow: 1. An unregistered customer lands on your website. 2. After they’ve scrolled through your product catalog for 15 seconds, **a popup appears offering them a 10% discount**, just for entering their email. 3. The customer enters their **email address, is automatically registered** on your website, and **emailed an exclusive 10% off coupon code**. 4. The customer uses the coupon code at checkout while, in the background, their **checkout information is automatically synced with your CRM**. 5. Simultaneously, your product inventory is updated and, if it falls below a certain threshold, **a notification is sent directly to your supplier**. 6. Your customer **receives regular updates on their order** until it is delivered or, in the case of digital products, they **receive a drip of supplementary information** such as how-to guides, discounts on up-sells, etc. 7. All of your **sales data is synced to Google Sheets in real-time**, so you always know what’s happening in your ecommerce store. 8. You take the day off, relax on the beach, and **watch the tide (a.k.a., sales) roll in**. In ecommerce, automation isn’t just about finding efficiencies and creating new revenue streams or widening existing ones. It’s also about creating a seamless experience for both you and your customers. In the next section, we’ll explore more of the benefits that you can expect from adopting ecommerce automation for your WordPress business. ## **Why You Should Embrace eCommerce Automation for Your WordPress Business** Automation isn’t just a buzzword—it’s a game-changer for ecommerce businesses, big and small. By incorporating automation into your ecommerce workflows, from lead generation to customer satisfaction and beyond, you can transform the way you do business. Here are the key benefits that you can expect from ecommerce automation: **1. Save Time and Focus on Growth** Time is your most valuable resource, and automation gives you more of it. Take any simple task you perform regularly, whether it’s data entry, lead validation, inventory updates, or affiliate tracking. Even if you only spend one hour on any of those tasks per day, it’s one hour multiplied across a five day work week, and a 50-week business year. That’s 250 hours that you could have spent strategizing and planning your next big move. And, as the old expression goes, time is money… **2. Cut Costs and Boost Productivity** If time is your most valuable resource, then money is the clock to help you measure it. Automating various tasks associated with running your ecommerce business frees up countless hours of manual labor, thereby saving you thousands of dollars. Furthermore, good automation tools (such as Uncanny Automator) allow you to replace single-use plugins and apps by combining their functionality. Finally, automation is error-free. Studies going back as far as 2008 found that human error costs, on average, in [excess of $300/employee](https://www.linkedin.com/pulse/true-costs-manual-data-entry-peter-frost). And that’s to say nothing of the cost of delay or altogether bad data. **3. Delight Your Customers with a Better Experience** For better or worse, we live in a world that demands instant results and seamless connectivity. Short of creating copies of ourselves, it’s impossible to keep up with those demands without automation. By strategically incorporating ecommerce automation into your WordPress business and workflows, you can respond to your customers faster, with more timely and personalized insights. From drafting individualized email campaigns based on purchase history, to engagement-boosting responses to reviews, automation allows you to be everywhere, all at once for your customers. **4. Scale Your Business Without the Stress** Growth is great—unless you can’t manage it. As your WordPress business grows, handling more orders, customers, and data can overwhelm your existing processes. However, by automating your workflows, you can scale much more easily and with far less friction. Additionally, Uncanny Automator (which we’ll tell you more about later on) offers unlimited automations for a fixed yearly fee. In other words, the more you automate, the greater your time and cost savings will be. **5. Gain Real-Time Insights and Control** Saving time and money and focusing on growth is great. But, it won’t matter if you don’t have the data to drive your decision-making process. By automating your data collection and analysis, you can make smarter, more insightful decisions that will further impact your bottom line. Sync your sales data to tools like Google Sheets or Airtable to generate real-time reports, track trends as they occur, optimize performance over time, and stay ahead of the competition. In ecommerce, knowledge is power—and automation ensures you always have it at your fingertips. Whether you’re looking to save time, cut costs, or scale to new heights, automating your WordPress eCommerce store is the ultimate key to success. So, how can you identify opportunities for automation in your ecommerce store? In the next section, we’ll take a look at different strategies for identifying areas in your ecommerce business that can use a little automation augmentation. ## **How to Identify Opportunities for eCommerce Automation** We keep promising that ecommerce automation will revolutionize the way you manage your WordPress business. But, where do you even start? How do you know which tasks and workflows can or should be automated? We have a simple framework you can apply right now for identifying opportunities for automation within your ecommerce business. Think **rich**. ### **Criteria for Automation: R.I.C.H.** To identify opportunities for ecommerce automation within your business, focus on the tasks and workflows that meet the R.I.C.H. criteria: - **Repetitive:** Tasks, particularly unavoidable ones, that you perform over and over again. For example, transactional emails, marketing emails, and inventory management. - **Iterative:** Tasks that you can and/or do perform across any measurable number of customers, products, posts, pages, etc. or a subset thereof. These tasks usually include workflows such as product updates and customer/member onboarding. They can also include popups and customer segmentation. - **Costly:** Tasks that consume significant resources, namely time and money. For example, data entry and lead validation are both costly workflows, primed for automation. - **Hard:** Tasks that are complex and prone to human error. These workflows are usually operational in nature such as data entry and generating sales reports. If a task satisfies one or more of these criteria, it’s a strong candidate for automation. Remember, when it comes to automation, think **RICH**! ## **eCommerce Tasks You Might Want to Automate** Now that you have a framework for identifying tasks that you can automate, here are some ideas to help get you started. **1. Order Management** Automating your order management processes can save time, reduce errors, and keep your business running smoothly. Key opportunities include: - **Transactional Emails:** Order confirmations, order status updates, post-delivery follow-ups can all be automated from purchase. - **Inventory Management:** Automatically update stock levels as sales occur and notify suppliers when inventory is low. - **Sales Management:** Set automated notifications, appointments, and reminders for your sales team for specific orders and customer requests. **2. Internal Operations** Streamlining internal workflows improves efficiency and reduces the burden on your team. Consider automating: - **Internal Communications:** Use tools like Slack or Microsoft Teams to send automated updates on order fulfillment workflows, meetings, etc. - **Employee Onboarding:** Welcome new employees with automated course enrollment for job training or auto-share important documentation. - **Affiliate Management:** Automate payments to and from your affiliates, set up affiliate tracking to monitor your most effective affiliates, and automate communications about upcoming sales, new products, and exclusive offers. **3. Marketing** Marketing automation helps you reach customers at the right time with the right message. Examples include: - **Email Campaigns:** Automate welcome emails, abandoned cart reminders, drip campaigns, and more. - **Social**: Automatically announce new products or sales on your social channels. - **Retargeting:** Show personalized promotions to customers who viewed products/pages, engaged with content, and more. - **Loyalty Programs:** Automatically track and reward customers for repeat purchases with personalized offers, store credit, etc. **4. Customer Service** Automation can enhance your customer service by providing faster, more efficient support. Opportunities include: - **Automated Review Responses:** Thank customers for positive reviews or escalate negative ones for human follow-up. - **Chatbots:** Provide instant responses to common questions, 24/7. - **Ticket Assignment:** Automatically route support tickets to the appropriate team member or department. **5. Analytics and Reporting** Data is invaluable, but manually compiling reports can be time-consuming. Automation can help by: - **Automatically Generate Reports:** Sync sales data in real-time to tools like Google Sheets or Airtable. - **Monitoring Performance Metrics:** Generate automated dashboards to track KPIs like conversion rates and average order value. - **Tracking Sales Trends:** Respond to changing trends in real-time with automated notifications for irregular order volumes, price fluctuations, and more. **6. Integrations** Automation thrives when your tools and platforms work seamlessly together. Use automation to: - **Connect Third-Party Apps:** Sync your ecommerce store with CRMs, payment gateways, shipping providers, and more. - **Automate Data Transfers:** Use file imports and exports to facilitate data transfer between sites and/or external apps. Now that you have some criteria for identifying opportunities for automation, and a list of ideas to get you started, it’s time to start automating. In the next section, we’ll introduce you to the best tool for the job: Uncanny Automator. ## [Automator](https://www.automatorplugin.com/automate-ecommerce): The Best eCommerce Automation Tool for WordPress Websites Uncanny Automator is the #1 automation and integration tool for WordPress websites. Whether you’re running an ecommerce business, a membership website, or an affiliate blog, Automator is a must-have tool for saving time, cutting costs, and boosting your bottom line. As the ultimate ecommerce automation solution for WordPress businesses, Automator can do everything we’ve already covered in this article—and then some. From lead generation to sales reports, marketing automation to AI-powered copy, and affiliate tracking to project management, Automator handles it all. [![automator-ecommerce-automation-homepage](https://automatorplugin.com/wp-content/uploads/2025/01/automator-ecommerce-automation-homepage-990x1024.png "automator-ecommerce-automation-homepage")](https://automatorplugin.com/wp-content/uploads/2025/01/automator-ecommerce-automation-homepage.png) Want a sneak peek at how ecommerce automation works with Automator? **Get started for FREE right now!** We’ll walk you through setting up your first recipe (that’s Automator lingo for *revenue-boosting automation*). Here’s how you can create an automated loyalty program with WooCommerce and MyCred using Uncanny Automator. (Keep scrolling for even more automation ideas at the end.) **Step 1: Install and Activate Automator** - Download the FREE forever version of Automator [**here**](https://wordpress.org/plugins/uncanny-automator/). *or* - From your WordPress Admin Dashboard, navigate to **Plugins > Add New Plugin**. Enter “uncanny automator” in the search bar and click **Install Now**. - **Bonus:** Once you’ve installed and activated Uncanny Automator on your WordPress website, [**register your account**](https://automatorplugin.com/app-credits/) to receive complementary app credits. You’ll be able to try integrations such as OpenAI, Slack, ClickUp, Google Sheets, and more for FREE! Not sure how to install new plugins on your WordPress website? Check out this [detailed guide from WPBeginner](https://www.wpbeginner.com/beginners-guide/step-by-step-guide-to-install-a-wordpress-plugin-for-beginners/). **Step 2: Create a New Recipe** Now that you have Automator installed on your WordPress website, it’s time to start automating. - From your WordPress Admin Dashboard, navigate to **Automator > Create a new recipe**. - In the popup window that appears, select **Logged-in users**. - Don’t forget to name your recipe. For example, we’ve named this recipe: “Frequent Shopper Badge”. **Step 3: Configure Your Trigger(s)** - In the *Trigger* panel, select **Woo > A user completes, pays for, lands on a thank you page for an order with a product**. - Set the trigger conditions and click **Save**. **Step 4: Configure Your Action(s)** - In the *Actions* panel, click **Add action** and select **MyCred > Award a badge to the user**. - Set the achievement type and award then click **Save**. **Step 5: Automate!** - In the recipe box in the top right corner, toggle the recipe from **Draft** to **Live**. [![ecommerce-automation-woo-mycred-integration](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-woo-mycred-integration-1024x647.png "ecommerce-automation-woo-mycred-integration")](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-woo-mycred-integration.png) That’s it! Now, whenever one of our customers completes five (5) orders in our Woo store, Automator will award them with the “Frequent Shopper” badge. Looking for more ways to automate your ecommerce store? In the next section, we’ll show you some powerful ecommerce automations you can set up with Automator now. ## **eCommerce Automations You Can Try Now** ![ecommerce-automation-edd-subscription-winback](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-edd-subscription-winback-300x182.png) Escalate expirations, cancelations, and refund requests to your sales team in real-time so they can respond effectively to customer concerns. ![ecommerce-automation-restock-backorder-notification](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-restock-backorder-notification-267x300.png) Use Automator’s powerful Custom User Fields Addon to allow your customers to register for automated restocking notifications. ![ecommerce-automation-lead-generation-discount](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-lead-generation-discount-300x174.png) Automatically send coupon codes to unregistered site visitors to boost your conversion rates, turning leads into customers. ![ecommerce-automation-woocommerce-google-sheets-integration](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-woocommerce-google-sheets-integration-300x184.png) Keep track of your sales in real-time by integrating your WordPress website with Google Sheets. ![ecommerce-automation-woocommerce-activecampaign-integration](https://automatorplugin.com/wp-content/uploads/2025/01/ecommerce-automation-woocommerce-activecampaign-integration-300x185.png) Grow your email marketing list by automatically integrating your ecommerce store with your CRM of choice. ![ecommerce-automation-edd-subscription-winback]() Escalate expirations, cancelations, and refund requests to your sales team in real-time so they can respond effectively to customer concerns. ![ecommerce-automation-restock-backorder-notification]() Use Automator’s powerful Custom User Fields Addon to allow your customers to register for automated restocking notifications. ![ecommerce-automation-lead-generation-discount]() Automatically send coupon codes to unregistered site visitors to boost your conversion rates, turning leads into customers. ![ecommerce-automation-woocommerce-google-sheets-integration]() Keep track of your sales in real-time by integrating your WordPress website with Google Sheets. ![ecommerce-automation-woocommerce-activecampaign-integration]() Grow your email marketing list by automatically integrating your ecommerce store with your CRM of choice. Still looking for more ways that Automator can unleash your WordPress ecommerce business? [**Learn more about ecommerce automation from the #1 automation tool on the market >>>**](https://www.automatorplugin.com/automate-ecommerce) ## **FAQ: Common Questions About eCommerce Automation** **What is ecommerce automation?** eCommerce automation is the process of using technology to handle repetitive and time-consuming tasks in your online store. These tasks usually include inventory management, order updates, and marketing campaigns. Tools like Uncanny Automator make it easy to set up workflows that streamline these processes and save you time, money, and headaches. **Can I automate my WooCommerce store for free?** Yes! With the free version of Uncanny Automator, you can set up powerful automation workflows for your WooCommerce store. You can automate tasks like sending order confirmations, updating inventory, and syncing data with tools like Google Sheets—without spending a dime. **What ecommerce tasks can I automate?** You can automate just about every aspect of your ecommerce business. Simply apply the “R.I.C.H.” (Repetitive, Iterative, Costly, and Hard) criteria to your workflows to identify tasks that you can start automating right away. Most ecommerce businesses have already started automating various tasks such as transactional emails, inventory management, email marketing, push notifications, customer service, and even content generation. **Do I need coding skills to set up ecommerce automations?** Not at all! Uncanny Automator is designed for non-technical users. Its intuitive interface allows you to create fully automated workflows (called recipes) with just a few clicks—no coding required. **How does automation improve customer satisfaction?** eCommerce automation enhances the customer experience by providing faster responses, personalized communication, and seamless updates. For instance, automation makes it possible to track the personal shopping habits and preferences of thousands of customers. You can then use this information to create personalized experiences and offers, improving satisfaction and loyalty. ## **Conclusion** In the fast and furious world of ecommerce, automation is no longer a luxury. Nor is it an advantage that only large businesses can afford. eCommerce automation is now a must-have for WordPress businesses to remain competitive and to continue providing their customers with the experience they expect. For small, medium, and even large businesses, Uncanny Automator has made ecommerce automation accessible, fun, and cost-effective. From saving time and cutting costs to delighting customers and scaling with ease, automation empowers your WordPress business to achieve more with less effort. If you haven’t already gotten your Automator Pro license, there’s no time like the present. [**Transform the way you do ecommerce with Automator Pro and get R.I.C.H, >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [An Uncanny Year in Review—and What Lies Ahead for 2025](https://automatorplugin.com/an-uncanny-year-in-review-and-what-lies-ahead-for-2025/) **Published:** December 31, 2024 **Author:** Brendan Da Costa **Content:** *The team at Uncanny Owl looks back on a year defined by lofty peaks and brave new frontiers. But, what lies ahead for 2025?* Earlier this year, the Uncanny Owl team got together for our annual meetup. Last year, we had the privilege of traveling to Athens, Greece for [WordCamp Europe 2023](https://automatorplugin.com/wordcamp-europe-2023/). We collaborated with our fellow WordPress-ers and learned a thing or two about the importance of building products that—like the Parthenon—would stand the test of time. This year, however, our annual meetup had some special significance for yours truly. Much like our team member Anastasia Kolomoytseva who calls Athens home, I had the honor this year of welcoming the team to my home: to the **pristine, untouched wilderness of the Canadian Rocky Mountains**. [![clouds-in-the-rocky-mountains](https://automatorplugin.com/wp-content/uploads/2024/12/clouds-in-the-rocky-mountains-1024x576.png "clouds-in-the-rocky-mountains")](https://automatorplugin.com/wp-content/uploads/2024/12/clouds-in-the-rocky-mountains.png) For many members of the team, it was their first time setting foot on Canadian soil. For others, it was their first time crossing the prairies into Western Canada. Still, for others, it was a long overdue return to one of the last true frontiers. However, whether a particular member was new to the brisk alpine air of the True North or a seasoned mountaineer such as myself, I think I can safely speak for us all when I say that we came away with a shared experience and vision for the future. You see, if there’s anything that the Rockies inspires in everyone who sets their sights upon them—apart from a sense of awe and wonder—it’s a deep feeling of **stewardship**. As we learned last year, the Parthenon has towered over Athens for more than 3,300 years as a testament to the ingenuity of the ancient Greeks. The Canadian Rockies, however, have been standing for 55 to 80 million years as silent witnesses to much of our planet’s history. Simply to be in their presence is to be reminded of the role that we all play in preserving the environment around us, not just for future generations but for the elk, wolverines, mountain lions, loons, deer, bears, and countless other critters that call the foreboding landscape home. It is a delicate ecosystem, the balance of which rests in the hands of everyone who enters it—be they resident or visitor. (You might say that, in the Rockies, environmental stewardship is open-source.) [![rocky-mountains-grey-clouds-yellow-trees](https://automatorplugin.com/wp-content/uploads/2024/12/rocky-mountains-grey-clouds-yellow-trees-1024x1024.jpeg "rocky-mountains-grey-clouds-yellow-trees")](https://automatorplugin.com/wp-content/uploads/2024/12/rocky-mountains-grey-clouds-yellow-trees.jpeg) In a similar way, the Uncanny Owl team came away from our excursion to the Rockies with a profound sense of stewardship for another ecosystem; **the WordPress ecosystem and the millions of people who inhabit it**. As much as I wished the Uncanny team could have stayed longer in the Rockies, our trip came to an end after an action-packed week. It felt like the team had only just landed before they were returning to their respective corners of the globe, while I stayed behind in mine. However, when the clock strikes midnight on New Year’s Eve in our various time zones, I know that my coworkers will be looking back on a year of growth, innovation, and, above all, stewardship of our little corner of the WordPress ecosystem. Here’s a quick look back on how Uncanny Owl has embraced its role as a steward of the WordPress community—and how we plan to carry that spirit forward into 2025. ## **Building an Ecosystem With New WordPress Integrations** The WordPress ecosystem is as large as it is diverse and dynamic. As such, it can be difficult to get all of its disparate parts working together—call it a blessing and a curse of open-source software. However, with Uncanny Automator, the Uncanny team helps connect and integrate all kinds of WordPress plugins, tools, and apps, bringing together seemingly divergent technologies. In 2024, we added even more WordPress integrations—from popular plugins like **wpDiscuz** to big-name platforms like **Stripe**—to help WordPress users, businesses, and developers build a more harmonious ecosystem of their own. [![new-integrations-2024](https://automatorplugin.com/wp-content/uploads/2024/12/new-integrations-2024-1024x576.jpg "new-integrations-2024")](https://automatorplugin.com/wp-content/uploads/2024/12/new-integrations-2024.jpg) In the spirit of stewardship, when we create new WordPress integrations, we don’t just throw up the equivalent of a digital *lean-to* and call it a day. At Uncanny Owl, we’re focused on creating **deep integrations** for **real-world** use cases. Integrations that enable the creation of **meaningful automations** that **actually save time and money**. If you haven’t been checking out our blog or if you’re not subscribed to our newsletter, then you may have missed a brand new integration, one that could be saving **you** time and money right now. [**Check out our ever-expanding list of WordPress integrations >>>**](https://www.automatorplugin.com/integrations) ## **New Triggers and Actions for Our Diverse and Dynamic Users** Part of stewardship within the WordPress ecosystem entails expanding the capabilities of WordPress websites. In 2024, we added tons of new triggers and actions, ensuring that Automator’s capabilities kept pace with our users’ demands. From marketing automation enhancing triggers to e-commerce boosting actions and AI-powered membership engagement filters, in 2024 we focused on giving the WordPress community more ways to automate their workflows. ![uBot showing new triggers and actions](https://automatorplugin.com/wp-content/uploads/2024/12/New-Triggers-and-Actions-3.jpg) Our ever-growing list of triggers and actions has empowered our users to create **even more complex and creative recipes** to match their business goals and objectives in a dynamic and changeable economy. So, whether you’re looking to automate e-commerce processes, streamline email marketing, or manage memberships, we’ve been hard at work creating the no-code tools you need. [**Browse our full list of triggers and actions >>>**](https://automatorplugin.com/all-triggers-and-actions/) ## **Recipe Templates Are 2024’s Must-Have Feature** The Canadian Rockies are absolutely criss-crossed with hiking trails that lead to some of the most breathtaking views on earth. From Ha Ling and Johnston Canyon, to Big Beehive and Plain of Six Glaciers, there’s a trail for every season and every adventurer. With that in mind, in 2024, the Uncanny Owl team was proud to unveil some tried, tested, and true “trails” of our own in the form of the **Recipe Template Library**. ![uBot showing templates](https://automatorplugin.com/wp-content/uploads/2024/12/templates.jpg) You can think of the all new Recipe Template Library like the WordPress equivalent of a list of must-see attractions in Banff or Jasper. These “**must-have automations**” are so irresistibly powerful that your WordPress website just wouldn’t be complete without them, just as your trip to Banff wouldn’t be complete without a stop at Lake Louise. Not unlike the terraced steps of Bow Glacier Falls or the heavily-trafficked jaunt up to Grassi Lakes, the recipes in our template library are popular crowd pleasers because they are worth every step (or click, as the case may be). In 2024, with the introduction of recipe templates, we made these must-have automations and integrations **more accessible** than ever before. Simply select a template, import it to your WordPress website, then tweak it to your liking and cross another item off your recurring to-do list! Going into 2025, we’ll be adding even more recipe templates—including some hidden gems (like Boom Lake in Banff) that only the most experienced automators (and now you) would know about. ## **Countless New Features to Steward Your WordPress Website** In addition to new integrations, triggers, and actions, the Uncanny team spent much of 2024 creating new features for Automator the same way that Parks Canada creates new trails, opens new runs, and clears new campsites in the mountains. ![uBot showing new features](https://automatorplugin.com/wp-content/uploads/2024/12/countless-new-features.png) Here are some of the highlights: - **CSV, XML, and JSON File Import:** “Pack in, pack out” is a mantra in the Rockies that helps to keep the environment clean. Likewise, in 2024, we gave Automator CSV, XML, and JSON file import support so you can pack your data into a file format and import it with a click, keeping your website clean and organized. - **Custom Actions:** Fancy a backcountry camp? Just as you can chart your own course through the mountains, Automator’s Custom Actions feature gives users the ability to create their own integrations. - **Loopable Tokens:** Out-and-back trails are great—but loops are double the fun! In addition to Post and User Loops, we added Token Loops so you can get more out of a single recipe. - **Email Attachment Support:** No trip to the mountains is complete without the right gear. Similarly, no email is complete without the right attachments. In 2024, Automator gave users the ability to add attachments to their WordPress emails. - **Walkthrough:** Automator is built by WordPress experts for WordPress enthusiasts—of all skill levels. Like an introductory hiking trail, the new walkthrough feature gives users the skills they need to become veteran automators. - **More Features:** Did you know that Banff has over [1,600 kilometers of hiking trails](https://parks.canada.ca/pn-np/ab/banff/activ/randonnee-hiking)? That’s to say nothing of the ski runs, horse trails, open valleys, and DIY adventures. Just as there’s no end to the trails in the Rockies, there’s no end to the list of features that the Uncanny team added to Automator in 2024. Recipe import/export, response tokens for outgoing webhooks, and AI-image generation just to mention a few of the highlights. Want to know more about Automator’s latest features? [**Scroll through our changelog to see how much Automator has grown this past year >>>**](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) ## **2025 and Beyond: Infinite Possibilities with the “Everything Plugin”** As the Uncanny team discovered earlier this year, the Canadian Rockies are an endless playground where visitors can choose their own adventure. Hiking, cross-country skiing, backcountry skiing, snowboarding, rock climbing, kayaking, dirt biking, sight-seeing, spelunking, ice skating, canoeing, camping, dog-sledding, horseback riding, wildlife tours, snowshoeing, gondola rides, mountaintop dinners, and the list goes on and on…and on. In this regard, Automator is quickly becoming the Canadian Rockies of the WordPress ecosystem: **one plugin, infinite possibilities**. ![2025 and beyond uBot](https://automatorplugin.com/wp-content/uploads/2024/12/2025-and-beyond.png) With all of the new integrations, addons, and features that we’ve added over the years, Automator gives its users more power now than it ever has before. Dare we say, it gives WordPress users more power than any other plugin available; the power to **integrate anything so they can automate everything**. At its core, that is the philosophy of our ethic of stewardship within the WordPress ecosystem; empower the people behind the websites and the environment will take care of itself. [![rockies-at-sunset](https://automatorplugin.com/wp-content/uploads/2024/12/rockies-at-sunset-1024x768.jpg "rockies-at-sunset")](https://automatorplugin.com/wp-content/uploads/2024/12/rockies-at-sunset-scaled.jpg) With all of the time and money that Automator has saved its users over the course of 2024, we’re certain that they can plan their very own Rocky Mountain adventure. (If you see me on the trails, make sure to say, “Hi!”) So, in 2025, whether you’re venturing into the mountains or into an exciting new business, we hope that you choose to take Uncanny Automator along for the ride. From the Uncanny team, we wish you a happy New Year, and as ever, happy automating! [![uncanny-owl-team-banff-gondola](https://automatorplugin.com/wp-content/uploads/2024/12/uncanny-owl-team-banff-gondola-1-1024x768.jpg "uncanny-owl-team-banff-gondola")](https://automatorplugin.com/wp-content/uploads/2024/12/uncanny-owl-team-banff-gondola-1-scaled.jpg) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Plugin News --- ### [How to Connect LifterLMS to HubSpot—for FREE!](https://automatorplugin.com/how-to-connect-lifterlms-to-hubspot-for-free/) **Published:** January 9, 2025 **Author:** Brendan Da Costa **Content:** *Connect LifterLMS to HubSpot with Uncanny Automator and upgrade your multichannel eLearning marketing game—for FREE!* [![connect-lifterlms-to-hubspot-featured-image](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-featured-image.jpg "connect-lifterlms-to-hubspot-featured-image")](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-featured-image.jpg) If you’re looking to upgrade your LifterLMS marketing automation, then you’ve landed on the right page. In this post, we’ll show you how to create a seamless [**LifterLMS**](https://automatorplugin.com/share/lifterlms/) and [**HubSpot**](https://automatorplugin.com/share/hubspot/) integration using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this detailed walkthrough, you’ll be able to: - add LifterLMS students to HubSpot, - track overall grade in real-time, - track overall progress in real-time, - create automated multichannel campaigns, and - much more! But that’s enough of an introduction for now. Let’s get started upgrading our elearning marketing automation. ## Why Connect [LifterLMS](https://automatorplugin.com/share/lifterlms/) to [HubSpot](https://automatorplugin.com/share/hubspot/) with [Automator](https://automatorplugin.com/pricing) For those who don’t know, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 no-code automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins. If you’ve ever asked yourself, “How do I connect my CRM to my LMS?” or, “How can I connect my LMS to my ecommerce platform and my internal Slack channel?” then Automator is your answer. [![connect-lifterlms-to-hubspot-automator](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-automator.jpg "connect-lifterlms-to-hubspot-automator")](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-automator.jpg) While it is possible to manually upload your LifterLMS students and their data to HubSpot, with Automator there are some key advantages: - **Real-time Updates:** Automator gives you the ability to update your HubSpot CRM records in real-time, ensuring that your elearning and CRM platforms are synced. This means that you can deliver timely and actionable emails and notifications to your learners and instructors. - **Deep Integration:** Automator taps securely and directly into your WordPress website and HubSpot CRM. This ensures that you can sync as much or as little of your LifterLMS data with HubSpot as you choose. - **Time and Cost Savings:** Automating your workflows allows you to save time, so you can do more of what you love and less of what you don’t. Additionally, Automator has no per automation fees, meaning the more you automate and integrate, the more you save. - **More Integrations, More Possibilities:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), giving you more ways to automate your workflows. From elearning and ecommerce, to blogging, memberships, and even AI-powered content creation, Automator has you covered. Ready to connect LifterLMS to HubSpot? [**Get Automator Pro now and unlock your WordPress website’s full potential >>>**](https://www.automatorplugin.com/pricing) Not sure if you’re ready for all of that power? No worries. You can still connect LifterLMS to HubSpot for free using the [**free forever Automator plugin**](https://wordpress.org/plugins/uncanny-automator/). Don’t forget to [**register your account**](https://automatorplugin.com/app-credits/) to receive app credits so you can try out some of the recipes in this walkthrough and connect your WordPress website to other apps such as [**OpenAI**](https://automatorplugin.com/share/openai/), **Facebook**, [**Slack**](https://automatorplugin.com/share/slack/), and [**Zoom**](https://automatorplugin.com/share/zoom/). ## **Add LifterLMS Students to HubSpot** Now that you have Automator, let’s get started creating our first recipe. Probably the first thing you’ll want to do is sync your LifterLMS student rolls with your HubSpot CRM contact list. [![connect-lifterlms-to-hubspot-recipe-1](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-recipe-1-1024x612.png "connect-lifterlms-to-hubspot-recipe-1")](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-recipe-1.png) In the recipe pictured above, we’re able to add/update our LifterLMS students’ records whenever they enroll in a new course. In eLearning terms, this recipe is just the primer course. But it’s a good place to start for connecting LifterLMS to HubSpot. Here’s how we did it: **Step 0 (Optional): Export Existing Students** Before we get into setting up the Automator recipe to connect LifterLMS to HubSpot in real-time, let’s take a look at exporting your existing students to your CRM contact list. There are two ways accomplish this: 1. Download and import a CSV file to HubSpot, or 2. Run an Automator User Loops recipe. User Loops are an Automator Pro feature, so if you have the free Automator plugin, use the first method of downloading and importing a CSV file to HubSpot. If you have Automator Pro, you can [jump down to the instructions for the User Loops recipe](#user-loop-recipe). LifterLMS allows you to download CSV files of reports. To do this, navigate to **LifterLMS > Reporting** from your WordPress Admin Dashboard. [![lifterlms-reporting](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-reporting.png "lifterlms-reporting")](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-reporting.png) Click **Export** under the “Students” tab. [![lifterlms-export-student-report](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-export-student-report-1024x757.png "lifterlms-export-student-report")](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-export-student-report.png) Finally, navigate to your HubSpot account and click **Import** in the upper-right hand corner. Follow the instructions to complete the process. If you need a detailed walkthrough on importing CSV files into HubSpot, you can [find a tutorial here](https://knowledge.hubspot.com/data-management/import-csv-files-to-create-datasets). **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add LifterLMS Students to HubSpot”. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **LifterLMS**. [![lifterlms-integration](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-integration-1024x708.png "lifterlms-integration")](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-integration.png) From the dropdown list that appears, select “*A user is enrolled in a course*”. [![lifterlms-trigger-user-is-enrolled-in-course](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-trigger-user-is-enrolled-in-course-1024x473.png "lifterlms-trigger-user-is-enrolled-in-course")](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-trigger-user-is-enrolled-in-course.png) Automator will prompt you to select a course. Because we want to keep our HubSpot contact list as updated as possible, we have left the default selection “Any course”. Once you’re finished, click **Save**. Your completed trigger should look like this: [![lifterlms-trigger-user-is-enrolled-in-course-live](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-trigger-user-is-enrolled-in-course-live-1024x356.png "lifterlms-trigger-user-is-enrolled-in-course-live")](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-trigger-user-is-enrolled-in-course-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **HubSpot**. [![hubspot-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-not-connected.png "hubspot-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-not-connected.png) (Note: If you have not yet connected your HubSpot account, simply click **Connect account** in the modal that appears and follow the instructions.) From the dropdown list that appears, select “Add/Update the user in HubSpot”. [![hubspot-action-add-update-the-user-in-hubspot](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-action-add-update-the-user-in-hubspot-1024x488.png "hubspot-action-add-update-the-user-in-hubspot")](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-action-add-update-the-user-in-hubspot.png) By default, Automator will add/update the user’s email address, first name, and last name. However, you can choose to add/update additional fields to reflect the student’s new activity. To add/update fields, simply click **Add field**. Next, in the *Field* column, select the HubSpot field you want to update.In the *Value* column, enter a static value or select a *token* (i.e., dynamic data) by clicking on the **Asterisk** in the field. [![add-lifterlms-field-to-hubspot](https://automatorplugin.com/wp-content/uploads/2025/01/add-lifterlms-field-to-hubspot.gif "add-lifterlms-field-to-hubspot")](https://automatorplugin.com/wp-content/uploads/2025/01/add-lifterlms-field-to-hubspot.gif) Add as many fields as you want to update. Once you’re finished, click **Save**. Your completed action should look like this: [![lifterlms-trigger-user-is-enrolled-in-course-live](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-trigger-user-is-enrolled-in-course-live-1-1024x356.png "lifterlms-trigger-user-is-enrolled-in-course-live")](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-trigger-user-is-enrolled-in-course-live-1.png) (Note: Your custom fields format in WordPress will have to match the format in HubSpot. For example, our “Courses (Enrolled)” field in HubSpot is a “Multiple checkboxes” field type in HubSpot with a list of all of our LifterLMS courses. Ensure that your field types and formats are synchronized so that data can transfer seamlessly.) **Step 5: Go Live** You’re just about ready to connect LifterLMS to HubSpot and perfectly sync your student records with your CRM. All that’s left for you to do is to toggle the recipe from **Draft** to **Live**. [![connect-lifterlms-to-hubspot-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-recipe-1-live-1024x612.png "connect-lifterlms-to-hubspot-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-recipe-1-live.png) That’s it! You’ve successfully created a seamless LifterLMS HubSpot integration. With what you’ve learned in following these steps, you can create just about any Automator recipe you can dream up. If you haven’t already, don’t forget to [**upgrade to Automator Pro**](https://www.automatorplugin.com/pricing) to unlock **UNLIMITED** app credits and more powerful triggers, actions, and features. ## **Export LifterLMS Students to HubSpot: User Loops Recipe** If you have Automator Pro, you can easily export your LifterLMS students to your HubSpot contact list without having to download any files. Here are the advantages of exporting your LifterLMS students to HubSpot with Automator: - greater control over data shared, - more dynamic fields to track (lifetime spend, membership expiration dates, etc.) - synchronize non-LifterLMS data at the same time, and - automatically sort students into static lists upon export. [![export-lifterlms-students-to-hubspot](https://automatorplugin.com/wp-content/uploads/2025/01/export-lifterlms-students-to-hubspot-1011x1024.png "export-lifterlms-students-to-hubspot")](https://automatorplugin.com/wp-content/uploads/2025/01/export-lifterlms-students-to-hubspot.png) **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Everyone**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Export LifterLMS Students to HubSpot”. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png "automator-integration-run-now")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select “Trigger recipe manually”. **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add** and select **User Loop**. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop-1024x405.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **HubSpot**. From the dropdown list, select “Add the user’s HubSpot contact to a static list”. [![hubspot-action-add-user-to-static-list](https://automatorplugin.com/wp-content/uploads/2025/01/hubspot-action-add-user-to-static-list-1024x491.png "hubspot-action-add-user-to-static-list")](https://automatorplugin.com/wp-content/uploads/2025/01/hubspot-action-add-user-to-static-list.png) (Note: If you haven’t already added your LifterLMS students to HubSpot, you can select the action “Add/Update the user in HubSpot”. You can then add another action, “Add the user’s HubSpot contact to a static list,” to the recipe.) Automator will prompt you to select a list. For example, we have selected our static list “Automators”. Once you’re finished, click **Save**. Your *Loop* pane should now look something like this: [![automator-loop-hubspot-add-user-to-static-list-live](https://automatorplugin.com/wp-content/uploads/2025/01/automator-loop-hubspot-add-user-to-static-list-live-1024x527.png "automator-loop-hubspot-add-user-to-static-list-live")](https://automatorplugin.com/wp-content/uploads/2025/01/automator-loop-hubspot-add-user-to-static-list-live.png) **Step 4: Configure Your Action and Loop Filter(s)** As the recipe is now configured, Automator will add every WordPress user who isn’t an Administrator to your HubSpot static list. Needless to say, we’d like to be a little more specific than that. To accomplish this, we will use Loop and/or action filters. To add an action filter, hover over the action to which you would like the filter to apply and click **Filter**. [![hubspot-action-add-user-to-static-list-filter](https://automatorplugin.com/wp-content/uploads/2025/01/hubspot-action-add-user-to-static-list-filter-1024x259.png "hubspot-action-add-user-to-static-list-filter")](https://automatorplugin.com/wp-content/uploads/2025/01/hubspot-action-add-user-to-static-list-filter.png) In the modal that appears, click **LifterLMS** and select the filter condition that you want to have applied to the action. For example, we have selected the filter condition “The user has a membership”. [![lifterlms-filter-condition-the-user-has-a-membership](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-filter-condition-the-user-has-a-membership-1024x977.png "lifterlms-filter-condition-the-user-has-a-membership")](https://automatorplugin.com/wp-content/uploads/2025/01/lifterlms-filter-condition-the-user-has-a-membership.png) Next, Automator will prompt you to select the membership. For example, have selected the membership that correlates with our HubSpot static list. Once you’re finished, click **Save filter**. **Step 5: Run now!** You’re just about ready to add your LifterLMS students to the right HubSpot static list. All that’s left you to do is click **Run now** and let Automator handle the rest. [![export-lifterlms-students-to-hubspot-run-now](https://automatorplugin.com/wp-content/uploads/2025/01/export-lifterlms-students-to-hubspot-run-now-1011x1024.png "export-lifterlms-students-to-hubspot-run-now")](https://automatorplugin.com/wp-content/uploads/2025/01/export-lifterlms-students-to-hubspot-run-now.png) Why stop there? Add more HubSpot actions with filters to export LifterLMS students in different memberships into different static lists. ## **More Ways to Connect LifterLMS to HubSpot** Automator has dozens of triggers, actions, and filters for LifterLMS and HubSpot alone. This gives you the ability to customize your LifterLMS and HubSpot integration any way you choose. With a few Automator recipes under your belt, we’re pretty confident that you can easily cook up some powerful automations of your own. Nevertheless, here are just a few recipe ideas to get you started. ### **Sync Your HubSpot Active Lists with LifterLMS** HubSpot’s “Active Lists” are a great way for elearning institutions to provide relevant communications to students and educators as they register for and, eventually, complete courses. However, without an integration tool like Automator, HubSpot would never know if/when your LifterLMS students enrolled in or completed different courses, lessons, or quizzes. ![connect-lifterlms-to-hubspot-recipe-2](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-recipe-2-1024x625.png "connect-lifterlms-to-hubspot-recipe-2") In the recipe above, for example, we can update a LifterLMS student’s properties in HubSpot to reflect the fact that they have cancelled a membership. Automator will delete the corresponding property in their HubSpot contact and, subsequently, HubSpot will remove them from the corresponding Active List. ### **Sync LifterLMS Student Progress with HubSpot** A large part of why you might want to connect LifterLMS to HubSpot has to do with providing your learners with the support they need. [![connect-lifterlms-to-hubspot-recipe-3](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-recipe-3-1024x603.png "connect-lifterlms-to-hubspot-recipe-3")](https://automatorplugin.com/wp-content/uploads/2025/01/connect-lifterlms-to-hubspot-recipe-3.png) In the recipe pictured above, for example, we can add our LifterLMS students to a static list after they have failed quizzes a given number of times. This ensures that our learners who need the most support will receive the content and remedial attention to help them thrive. ## **Frequently Asked Questions** **Can I connect LifterLMS to HubSpot for free?** Yes, you can connect LifterLMS to Hubspot for free using Uncanny Automator. Simply [download the free Automator plugin](https://wordpress.org/plugins/uncanny-automator/), [register your account](https://automatorplugin.com/app-credits/) to receive a limited number of complimentary app credits, and start upgrading your marketing automation. **Why should I connect LifterLMS to HubSpot?** Creating a LifterLMS and HubSpot integration with Automator can help you improve your marketing automation, keep your learners informed, provide meaningful and timely feedback, and keep your LMs records organized. The real-time, accurate, and detailed LifterLMS data that you synchronize with your HubSpot CRM can help you increase your learner engagement. **Can I sync LifterLMS data with HubSpot?** Yes, with Automator you can sync all of your LifterLMS student data with HubSpot. Automator is fully-integrated with your WordPress website and the external apps/services you choose to integrate with. Simply select preconfigured data (such as email addresses, first name, last name, user ID, etc.) using Automator’s tokens or, retrieve more detailed data using meta pair/value keys. **Do I need to know how to code to connect LifterLMS to HubSpot?** Nope! While we’re enthusiastic about elearning, you can put down that copy of “Coding Basics for Dummies”. Automator is a no-code automation and integration tool that puts the power of experienced developers at your fingertips. If you can point and click, you can connect LifterLMS to HubSpot with Automator. ## **Conclusion** By now, you know everything you need to know about how to connect LifterLMS to HubSpot—for FREE! In this guide, we walked you through exporting your LifterLMS students to HubSpot as contacts using two methods: manually with CSV file upload, and automationally with an Automator Loops recipe. We showed you how to add custom fields, how to leverage Automator’s more powerful features to automatically sort your HubSpot contacts, and even how to use Automator to enhance your Active Lists in HubSpot. Ready to unlock the power of an automated elearning experience? [**Get Automator Pro now >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect LifterLMS and Gravity Forms for Enhanced Engagement](https://automatorplugin.com/how-to-connect-lifterlms-and-gravity-forms/) **Published:** December 27, 2024 **Author:** Brendan Da Costa **Content:** *Connect LifterLMS and Gravity Forms with Uncanny Automator for an enhanced experience. Engage your learners like never before.* [![connect-lifterlms-and-gravity-forms-featured-image](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-and-gravity-forms-featured-image.jpg "connect-lifterlms-and-gravity-forms-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-and-gravity-forms-featured-image.jpg) Are you trying to connect the powerful learning management system LifterLMS with the form-builder Gravity Forms? You’ve landed on the right page. In this step-by-step tutorial, we’ll show you how to harness the engagement power of [**Gravity**](https://automatorplugin.com/share/gravityforms) ([**Forms**](https://automatorplugin.com/share/gravityforms) that is) to improve your [**LifterLMS**](https://automatorplugin.com/share/lifterlms/) student experience using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Even though you can enroll students in courses and process tuition payments with LifterLMS, Gravity Forms gives you the added flexibility to create more dynamic forms. In addition to course enrollment and tuition processing, you’ll be able to: - sync surveys with courses and students, - create conditional forms and sync them with courses and students, and - much more! The automations that we’ll explore in this tutorial will ensure that your students have a seamless and hassle-free learning experience with a LifterLMS and Gravity Forms integration. But that’s enough of an introduction for now. Let’s get started. ## Why Connect [LifterLMS](https://automatorplugin.com/share/lifterlms/) and [Gravity Forms](https://automatorplugin.com/share/gravityforms) with [Automator](https://automatorplugin.com/pricing) [**LifterLMS**](https://automatorplugin.com/share/lifterlms/) is a leading learning management system for WordPress websites. It’s as user-friendly as it is feature-rich, making an excellent choice for anyone seeking to sell courses online. Likewise, [**Gravity Forms**](https://automatorplugin.com/share/gravityforms) is a powerful form-building plugin for WordPress websites. With features such as conditional logic, file import, and save-and-continue support it’s a natural fit for LMS users. Connecting LifterLMS and Gravity Forms is a smart choice for anyone looking to enhance learner engagement, but it presents one challenge: no native integration! That’s where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Automator is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called *recipes*, Automator allows users to connect their favorite apps and plugins. Powerful features such as Loops (that allow you to carry out workflows in bulk), Filters (that give you granular control over your workflows), and tokens (dynamic data pulled from your WordPress website and from within recipes) make Automator a must-have for WordPress users who value their time. Additionally, Automator’s no-code promise and no fee-per-automation guarantee means that it’s as easy and cost-effective to use as it is powerful. We’ll be using Automator Pro features throughout this tutorial, so go ahead and [**grab an Automator Pro license**](https://www.automatorplugin.com/pricing). Alternatively, [download the free forever](https://wordpress.org/plugins/uncanny-automator/) version, [register your account](https://automatorplugin.com/app-credits/) to receive some app credits, and demo Automator’s bevy of premium integrations. ## **LifterLMS and Gravity Forms: Enroll Students** Now that you have Automator installed and activated on your WordPress website, let’s take a look at creating our first LifterLMS and Gravity Forms integration. Even though LifterLMS allows you to enroll students, Gravity Forms gives you greater flexibility in the enrollment process. For example, with Gravity Forms, you can set up a paginated form to collect more data, conditional logic to assess learner preparedness for a course, or even include checkboxes so users can enroll in multiple courses at once. [![connect-lifterlms-to-gravity-forms-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-to-gravity-forms-recipe-1-1024x703.png "connect-lifterlms-to-gravity-forms-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-to-gravity-forms-recipe-1.png) In the Automator recipe pictured above, we’re able to enroll students in LifterLMS courses from Gravity Forms submissions. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to **Automator > Add new recipe**. In the popup window that appears select **Logged-in users**. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “LifterLMS and Gravity Forms: Enroll Students”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Gravity Forms**. [![automator gravity forms integration](https://automatorplugin.com/wp-content/uploads/2023/07/automator-gravity-forms-integration-1.png "automator gravity forms integration")](https://automatorplugin.com/wp-content/uploads/2023/07/automator-gravity-forms-integration-1.png) From the dropdown list that appears, select **A user submits a form**. [![gravity-forms-trigger-user-submits-a-form](https://automatorplugin.com/wp-content/uploads/2024/12/gravity-forms-trigger-user-submits-a-form-1024x418.png "gravity-forms-trigger-user-submits-a-form")](https://automatorplugin.com/wp-content/uploads/2024/12/gravity-forms-trigger-user-submits-a-form.png) Automator will prompt you to select a form. For example, we have selected our “Paginated Registration Form”. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![gravity-forms-trigger-user-submits-a-form-live](https://automatorplugin.com/wp-content/uploads/2024/12/gravity-forms-trigger-user-submits-a-form-live-1024x315.png "gravity-forms-trigger-user-submits-a-form-live")](https://automatorplugin.com/wp-content/uploads/2024/12/gravity-forms-trigger-user-submits-a-form-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LifterLMS**. [![lifterlms-integration](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-integration-1024x708.png "lifterlms-integration")](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-integration.png) From the dropdown list that appears, select **Enroll the user in a course**. [![lifterlms-action-enroll-the-user-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course-1024x418.png "lifterlms-action-enroll-the-user-in-a-course")](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course.png) Automator will prompt you to select a course. Once you’re finished, click **Save**. Your completed action should look something like this: [![lifterlms-action-enroll-the-user-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course-live-1024x504.png "lifterlms-action-enroll-the-user-in-a-course-live")](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course-live.png) **Step 5: Go Live!** You’re just about ready to connect LifterLMS to Gravity Forms. All you have to do is toggle the recipe from **Draft** to **Live**. [![connect-lifterlms-to-gravity-forms-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-to-gravity-forms-recipe-1-live-1024x703.png "connect-lifterlms-to-gravity-forms-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-to-gravity-forms-recipe-1-live-1024x703.png) Now that you’ve successfully created a LifterLMS and Gravity Forms integration, let’s take a look at some advanced features to enhance your automation. **Step 6 (Optional): Add a Filter** If you have configured a form that allows students to register for multiple courses, you can use Automator’s *Filter* feature to create a dynamic enrollment process. To add a filter, hover over the action and click **Filter**. [![lifterlms-action-enroll-the-user-in-a-course-filter](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course-filter-1024x387.png "lifterlms-action-enroll-the-user-in-a-course-filter")](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course-filter.png) In the *Condition* modal that appears, select **A token meets a condition**. [![condition-a-token-meets-a-condition](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition-1024x780.png "condition-a-token-meets-a-condition")](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition-1024x780.png) In the *Token* field, select the token from your Gravity Forms trigger that corresponds to the course to which you would like to enroll the user. For example, we have selected the token “Course A” from our enrollment form’s multiple choice section. In the *Value* field, enter the value that corresponds to a positive selection. In other words, we have entered “Course A” as this is how Gravity Forms will confirm that a user has selected this option from the multiple choice. [![gravity-forms-token-is-course-a](https://automatorplugin.com/wp-content/uploads/2024/12/gravity-forms-token-is-course-a.gif "gravity-forms-token-is-course-a")](https://automatorplugin.com/wp-content/uploads/2024/12/gravity-forms-token-is-course-a.gif) Once you’re finished, click **Save filter**. Your completed action with a filter should now look something like this: [![lifterlms-action-enroll-the-user-in-a-course-filter-live](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course-filter-live-1024x491.png "lifterlms-action-enroll-the-user-in-a-course-filter-live")](https://automatorplugin.com/wp-content/uploads/2024/12/lifterlms-action-enroll-the-user-in-a-course-filter-live.png) Add as many filters as you have options in your multiple choice on your enrollment form. ## **More Ways to Connect LifterLMS and Gravity Forms** With dozens of triggers and actions for LifterLMS and Gravity Forms, Automator allows you to connect these powerful plugins however you choose. [![connect-lifterlms-to-gravity-forms-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-to-gravity-forms-recipe-2-1024x561.png "connect-lifterlms-to-gravity-forms-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-lifterlms-to-gravity-forms-recipe-2-1024x561.png) In the recipe pictured above, you can register LifterLMS students for awesome memberships using Gravity Forms submissions. Harness the power of Gravity Forms’ Stripe integration and product fields to further customize your offerings. With Automator, the sky is the limit! Looking for even more ways to enhance engagement amongst your LifterLMS learners? [![tutor-lms-automations-to-e-learning-engagement-featuerd-image](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-automations-to-e-learning-engagement-featuerd-image.png "tutor-lms-automations-to-e-learning-engagement-featuerd-image")](https://automatorplugin.com/tutor-lms-automations-to-enhance-e-learning-engagement/) [**Read “The Top Tutor LMS Automations to Easily Enhance e-Learning Engagement” >>>**](https://automatorplugin.com/tutor-lms-automations-to-enhance-e-learning-engagement/) ## **Frequently Asked Questions** **What are the benefits of connecting LifterLMS and Gravity Forms?** Connecting LifterLMS and Gravity Forms allows you to enhance learner engagement and streamline workflows. For example, you can use advanced form features like conditional logic, file uploads, and pagination to create dynamic enrollment processes that are not natively available in LifterLMS. **Can I connect LifterLMS and Gravity Forms for free?** Yes, you can connect LifterLMS and Gravity Forms for free using Uncanny Automator. However, the free version supports basic integrations, while many advanced features such as filtering and token usage require Automator Pro. The Pro version offers a more comprehensive integration experience with additional triggers and actions. **Can I use Gravity Forms to enroll users in multiple courses at once?** Absolutely! By configuring a form with multiple-choice options and adding filters in Automator, you can create dynamic enrollment processes where users can select and enroll in multiple courses through a single form submission. **Is it possible to integrate payment processing with course enrollment using Gravity Forms?** Yes, Gravity Forms’ Stripe integration allows you to include payment processing in your forms. You can set up forms that handle both tuition payment and automatic course enrollment, creating a seamless registration experience for your students. **Are there any coding skills required to set up these integrations?** No coding skills are required! Uncanny Automator provides a no-code platform with a user-friendly interface, enabling you to set up powerful automations and integrations without technical expertise. **What other plugins can I connect with LifterLMS and Gravity Forms using Automator?** Uncanny Automator supports a wide range of plugins and apps. For example, you can integrate with WooCommerce for e-commerce capabilities, Mailchimp for email marketing, or BuddyBoss for community engagement, expanding the possibilities for your learning platform. ## **Conclusion** Integrating LifterLMS and Gravity Forms using Uncanny Automator opens up a world of possibilities for your WordPress-powered learning platform. From dynamic course enrollments to seamless payment processing, these automations enhance both the learner experience and your administrative efficiency. Whether you’re a course creator or an education entrepreneur, this integration is a game-changer for managing and growing your online learning community. [**Grab your Automator Pro license if you haven’t already and defy gravity with your e-learning engagement >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect WPForms to Airtable: The Complete (Free & Easy) Guide](https://automatorplugin.com/connect-wpforms-to-airtable-guide/) **Published:** December 19, 2024 **Author:** Brendan Da Costa **Content:** *Connect WPForms to Airtable with Uncanny Automator—for free! Create a seamless integration to manage your WordPress data with ease.* [![connect-wpforms-to-airtable-featured-image](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-featured-image.jpg "connect-wpforms-to-airtable-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-featured-image.jpg) Are you looking to create a seamless WPForms and Airtable integration? Better yet, do you want to do it for free and without a single line of code? Well, look no further. You’ve landed in the right place! In this comprehensive guide, we’ll walk you through connecting [**WPForms**](https://automatorplugin.com/share/wpforms) to [**Airtable**](https://automatorplugin.com/share/airtable/) using the #1 automation and integration tool for WordPress websites: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of his tutorial, you’ll have clear instructions for automating your WPForms workflows, improving your Airtable data management, and enhancing your website’s functionality. So, whether you’re a WordPress business owner, developer or just someone who values their time—and sanity—this guide will help you create seamless data flows between your forms and databases. But that’s enough chit chat for now. Let’s get started! ## Introduction to [WPForms](https://automatorplugin.com/share/wpforms) and [Airtable](https://automatorplugin.com/share/airtable/) For WordPress businesses and developers alike, [**WPForms**](https://automatorplugin.com/share/wpforms) is the form-building plugin of choice—and a quick peek at its features makes it clear as to why. [![](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage-1024x507.png "wpforms-homepage")](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage.png) WPForms supports the creation of all kinds of forms, from simple contact forms to more complicated payment forms with conditional logic. And, with an endless selection of templates to choose from, WPForms is as powerful as it is easy to use. Likewise, [**Airtable**](https://automatorplugin.com/share/airtable/) is a flexible cloud-based relational database, that allows you to augment your data collection and storage. [![airtable-homepage](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-homepage-1024x481.png "airtable-homepage")](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-homepage.png) Airtable is a favorite amongst WordPress users for storing everything from form submissions, to WooCommerce products and orders, events, and more. Users can store just about any kind of information in an Airtable record, be it images, URLs, emails, PDFs, and, well, just about anything you can think of. Together, with WPForms and Airtable, you manage your form submissions with ease and organize your WordPress data in a way that makes it easy to digest and analyze. ## Why Connect WPForms to Airtable With [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites, making it the perfect candidate for connecting WPForms to Airtable. And not just because Automator is the most powerful tool—it’s also [**FREE to get started**](https://wordpress.org/plugins/uncanny-automator/)! [![connect-wpforms-to-airtable-automator-homepage](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-automator-homepage.jpg "connect-wpforms-to-airtable-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-automator-homepage.jpg) Using simple combinations of triggers and actions called recipes, Automator integrates all of your favorite apps and plugins, allowing you to create seamless workflows across your website and beyond. Now, we could list all of Automator’s must-have features and addons (Loops, Restrict Content, Custom User Fields, etc.) but then we’d never get to the matter that brought you here: connecting WPForms to Airtable. Instead, here are the features that matter most for creating this WPForms and Airtable integration: - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can store as many form submissions in Airtable as you want without incurring any additional costs. The more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Integrations and Addons:** Connect WPForms to Airtable and [**253 other integrations**](https://www.automatorplugin.com/integrations)—with more on the way all of the time! In case that wasn’t enough, Automator’s [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon), [**Restrict Content**](https://automatorplugin.com/restrict-content-addon) and [**User Lists**](https://automatorplugin.com/user-lists-addon) addons makes managing your WordPress content that much easier. - **Scalability:** Do you have hundreds or even thousands of WPForms form entries stored elsewhere? Automator can help you export them to Airtable using [**Loops**](https://automatorplugin.com/introducing-loops/) or XML, CSV, or even JSON file import. No job is too big—or too tedious—for Uncanny Automator’s U-Bot. Ready to connect WPForms to Airtable—and 100s other apps and plugins? [**Get Uncanny Automator Pro now >>>**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [register your account](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can implement Automator’s WPForms and Airtable integration before making a commitment. ## **Step-by-Step Guide to Connect WPForms to Airtable** With Automator, you can connect Gravity Forms to Airtable to store form submissions and data of all kinds. But, for our first recipe, we’ll start with a simple form submission so you can master the basics. [![connect-wpforms-to-airtable-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-recipe-1-1024x673.png "connect-wpforms-to-airtable-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-recipe-1.png) In the recipe pictured above, we’re able to sync form submission data from our basic WPForms contact form directly to Airtable. Using Automator’s *tokens* feature (i.e., dynamic data pulled from your WordPress website and from integrated apps and plugins), we’re able to store the information entered in our form in an Airtable database. Here’s how we did it. **Step 1: Configure Your Form and Database** Configure your WPForms contact form and Airtable database so that they have matching fields/records. For example, our contact form has the following fields: *First Name*, *Last Name*, *Email*, and *Comments*. [![wpforms-contact-form-fields](https://automatorplugin.com/wp-content/uploads/2024/12/wpforms-contact-form-fields-1024x710.png "wpforms-contact-form-fields")](https://automatorplugin.com/wp-content/uploads/2024/12/wpforms-contact-form-fields.png) As such, we’ve configured the records in our Airtable database to reflect these fields in addition to the *Entry ID* and *Form Submission Date*. [![airtable-wpforms-records](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-wpforms-records-1024x226.png "airtable-wpforms-records")](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-wpforms-records.png) **Step 2: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Everyone**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Connect WPForms to Airtable: Contact Form”. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **WPForms**. [![automator integrations wordpress](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png "automator-integrations-wpforms")](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png) From the dropdown list that appears, select **A form is submitted**. [![wpforms-trigger-a-form-is-submitted](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted-1024x478.png "wpforms-trigger-a-form-is-submitted")](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted.png) Automator will prompt you to select a form. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![wpforms-trigger-a-form-is-submitted-live](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted-live-1024x349.png "wpforms-trigger-a-form-is-submitted-live")](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Airtable**. [![airtable-integration](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-integration.png "airtable-integration")](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-integration.png) From the dropdown list that appears, select **Send data to Airtable webhook**. [![airtable-action-send-data-to-airtable-webhook](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-action-send-data-to-airtable-webhook-1024x251.png "airtable-action-send-data-to-airtable-webhook")](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-action-send-data-to-airtable-webhook.png) Automator will present you with a webhook form. To fill out the first field, *URL*, navigate to your **Airtable database**. Once in the database, click on **Automations** in the upper left corner. In the Automations screen, click **Add trigger** and select **When webhook received**. [![airtable-automation-when-webhook-received](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-automation-when-webhook-received-778x1024.png "airtable-automation-when-webhook-received")](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-automation-when-webhook-received.png) In the *Properties* pane, on the right hand side of the page, under *Configuration*, **copy** the URL provided. Return to the recipe editor and **paste** the URL into the *URL* field. [![airtable-webhook-url](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-webhook-url-1024x695.png "airtable-webhook-url")](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-webhook-url.png) Unless you have experience with webhooks, you can leave the *Request Method*, *Data format*, *Authorization*, and *Headers* unchanged. Next, in the *Body* field, click **Add pair**. Under the *Key* column, type in the names of the records in your Airtable database. For example, for us, that would be *Entry ID*, *First Name*, *Last Name*, *Email*, *Comments*, and *Date*. This is how you will recognize the data that Automator sends to Airtable. [![webhook-keys-for-airtable-records](https://automatorplugin.com/wp-content/uploads/2024/12/webhook-keys-for-airtable-records-1012x1024.png "webhook-keys-for-airtable-records")](https://automatorplugin.com/wp-content/uploads/2024/12/webhook-keys-for-airtable-records.png) Next, we will fill out the fields in the *Value* column using tokens. To use a token, click the **Asterisk** in a field and select the corresponding token. [![webhook-keys-and-values-for-airtable-records](https://automatorplugin.com/wp-content/uploads/2024/12/webhook-keys-and-values-for-airtable-records-1024x724.png "webhook-keys-and-values-for-airtable-records")](https://automatorplugin.com/wp-content/uploads/2024/12/webhook-keys-and-values-for-airtable-records.png) (Note: We used Automator’s *Current date* token instead of the *Entry submission date* token because of formatting. The *Current date* token returns the date in the same format from our WordPress settings. The *Entry submission date* token returns the date and time, which would be incompatible with our Airtable records.) Click **Send test** then navigate to your Airtable automation. Once the test has been successful, you should see these results. [![webhook-test-result](https://automatorplugin.com/wp-content/uploads/2024/12/webhook-test-result.png "webhook-test-result")](https://automatorplugin.com/wp-content/uploads/2024/12/webhook-test-result.png) At this point, you can return to the recipe editor and click **Save**. Your completed action should look like this: [![send-data-to-airtable-webhook-live](https://automatorplugin.com/wp-content/uploads/2024/12/send-data-to-airtable-webhook-live-1024x387.png "send-data-to-airtable-webhook-live")](https://automatorplugin.com/wp-content/uploads/2024/12/send-data-to-airtable-webhook-live.png) In your Airtable automation, click **Add advanced logic or action**. From the dropdown list that appears, select **Create record**. [![airtable-add-action-create-record](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-add-action-create-record.gif "airtable-add-action-create-record")](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-add-action-create-record.gif) In the *Properties* pane, on the right hand side of the page, select a **Table** then click **Choose field**. Similar to how we used tokens in our Automator recipe, we’re going to fill out these fields using the dynamic results from the test. To use dynamic data, click the “**+**” in the field and select the corresponding data. [![airtable-field-entry-id](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-field-entry-id.gif "airtable-field-entry-id")](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-field-entry-id.gif) Repeat this process for all of the fields. [![airtable-all-fields](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-all-fields-713x1024.png "airtable-all-fields")](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-all-fields.png) (Note: For some fields, you may need to change the settings from *Static* to *Dynamic* by clicking on the **gear** icon.) [![airtable-field-settings](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-field-settings.png "airtable-field-settings")](https://automatorplugin.com/wp-content/uploads/2024/12/airtable-field-settings.png) Once you’re finished, toggle the automation to **On**. **Step 5: Go Live!** You’re just about ready to connect WPForms to Airtable. All that’s left for you to do is to toggle your Automator recipe from **Draft** to **Live**. [![connect-wpforms-to-airtable-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-recipe-1-live-1024x673.png "connect-wpforms-to-airtable-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wpforms-to-airtable-recipe-1-live.png) That’s it! Let’s take a look at our first WPForms to Airtable integration. [![wpforms-entry-in-airtable](https://automatorplugin.com/wp-content/uploads/2024/12/wpforms-entry-in-airtable-1024x195.png "wpforms-entry-in-airtable")](https://automatorplugin.com/wp-content/uploads/2024/12/wpforms-entry-in-airtable.png) ## **More Ways to Connect WPForms to Airtable** Now that you’ve gotten the hang of creating Automator recipes that connect WPForms to Airtable, why not kick things up a notch? Both WPForms and Airtable support data of all kinds, meaning that you can sync everything from emails to images, to URLs, and more. [![wpforms-entry-in-airtable-with-media](https://automatorplugin.com/wp-content/uploads/2024/12/wpforms-entry-in-airtable-with-media-1024x460.png "wpforms-entry-in-airtable-with-media")](https://automatorplugin.com/wp-content/uploads/2024/12/wpforms-entry-in-airtable-with-media.png) And, by adding Automator to the mix, you can easily enhance these workflows by incorporating other apps and plugins. For example, using Automator’s **OpenAI** integration, you can perform sentiment analysis on form submissions before sending them over Airtable. [![](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-sentiment-analysis-1024x433.png "openai-action-sentiment-analysis")](https://automatorplugin.com/wp-content/uploads/2024/11/openai-action-sentiment-analysis.png) Or, use OpenAI to translate form submissions into your preferred language before syncing the data with Airtable. [![openai-translation-to-german](https://automatorplugin.com/wp-content/uploads/2024/12/openai-translation-to-german-1024x178.png "openai-translation-to-german")](https://automatorplugin.com/wp-content/uploads/2024/12/openai-translation-to-german.png) With [**253 integrations**](https://www.automatorplugin.com/integrations), the sky is the limit! [**Upgrade to Automator Pro now to unlock more integrations >>>**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **What is the easiest way to connect WPForms to Airtable?** The easiest way to connect WPForms to Airtable is by using Uncanny Automator. This WordPress automation tool allows you to create seamless workflows between WPForms and Airtable without needing to write any code. Simply set up a trigger for form submissions and an action to send data to Airtable using a webhook. **Can I connect WPForms to Airtable for free?** Yes, you can connect WPForms to Airtable for free using the Uncanny Automator plugin. Simply download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [register your account](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can implement Automator’s WPForms and Airtable integration before making a financial commitment. **What are the benefits of integrating WPForms with Airtable?** Integrating WPForms with Airtable helps streamline data management by automatically transferring form submissions to an Airtable database. This integration saves time, improves organization, and reduces the risk of manual data entry errors. **What fields can I map when connecting WPForms to Airtable?** You can map various WPForms fields to Airtable, including names, email addresses, phone numbers, comments, file uploads, and custom fields. Use Uncanny Automator’s tokens feature to dynamically map data fields to their corresponding Airtable records. **Can I automate large-scale WPForms data transfers to Airtable?** Absolutely! With Uncanny Automator, you can export hundreds or thousands of WPForms entries to Airtable using tools like Loops or by importing data from files like CSV, XML, or JSON. This makes it a scalable solution for high-volume data management. ## **Conclusion** Connecting WPForms to Airtable doesn’t have to be complicated or costly. With Uncanny Automator, you can create powerful, automated workflows that save time, reduce errors, and let you focus on what matters most—growing your business and WordPress community. Whether you’re syncing basic form submissions or building advanced workflows with integrations like OpenAI, Automator makes it easy to manage your data with just a few clicks. So why wait? Start building smarter workflows today. [**Download Uncanny Automator and take the first step toward transforming the way you manage your WordPress website >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect EDD to MailPoet: A Simple Guide](https://automatorplugin.com/how-to-connect-edd-to-mailpoet/) **Published:** December 11, 2024 **Author:** Brendan Da Costa **Content:** *Upgrade your email marketing and boost your digital product sales. Connect EDD to MailPoet with Uncanny Automator and unlock powerful new integrations.* [![connect-edd-to-mailpoet-featured-image](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-featured-image.jpg "connect-edd-to-mailpoet-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-featured-image.jpg) Are you looking to upgrade and automate your email marketing? Maybe you want to boost your digital product sales with personalized email campaigns? Connecting Easy Digital Downloads to MailPoet might just be the solution you need. [**EDD**](https://automatorplugin.com/share/easy-digital-downloads/) is one of the most popular plugins for selling digital products on WordPress, while [**MailPoet**](https://automatorplugin.com/share/mailpoet/) makes creating and managing email campaigns directly from your WordPress dashboard a breeze. By integrating these two powerful tools, you can automate your marketing, engage customers with targeted emails, and take your sales to the next level. In this guide, we’ll show you how to integrate EDD and MailPoet using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this walkthrough, you’ll be able to synchronize your EDD customers with your MailPoet lists, and even carry out GDPR compliance. So what are we waiting for? Let’s get started! ## Why Connect [EDD](https://automatorplugin.com/share/easy-digital-downloads/) to [MailPoet](https://automatorplugin.com/share/mailpoet/) with [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. Using simple (yet powerful) combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins—such as EDD and Mailpoet. [![connect-edd-to-mailpoet-automator-home](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-automator-home.jpg "connect-edd-to-mailpoet-automator-home")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-automator-home.jpg) Automating workflows across your various platforms and tools is, however, just the tip of the iceberg when it comes to Automator’s capabilities. Specifically, when it comes to connecting EDD to MailPoet, there are some key features that make Automator the clear choice: - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can sync dozens, hundreds or even thousands of contacts between EDD and MailPoet without incurring any additional costs. The more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness and GDPR Compliance:** Automator integrates fully with your WordPress website and your chosen apps and plugins. Using [tokens](https://automatorplugin.com/action-tokens/), you can segment your MailPoet subscribers using any data from your WordPress website, including order information, course progress, social links, login dates, and anything else you can think of. Moreover, because Automator is fully integrated with your WordPress website and apps, you can automate your GDPR compliance. - **Integrations and Addons:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. In case that wasn’t enough, Automator’s **Custom User Fields**, **Restrict Content** and **User Lists** addons makes managing your WordPress content that much easier. - **Scalability:** Want to migrate or edit thousands of contacts? As your WordPress business grows and your user and subscriber lists get longer, you’ll appreciate Automator’s [Post Loops](https://automatorplugin.com/knowledge-base/post-loops/) and [User Loops](https://automatorplugin.com/knowledge-base/user-loops/) features. Loops give you the ability to create and manage countless contacts with the click of a button. You can also import user/subscriber lists from XML, CSV, and JSON files. [**Ready to connect EDD to MailPoet? Get your Automator Pro license >>>**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect Ontraport to WordPress—and so much more! ## **Add EDD Customers to MailPoet Lists** Now that you have Automator installed on your WordPress website, let’s take a look at creating our first recipe to connect EDD to MailPoet. [![connect-edd-to-mailpoet-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-1-1024x589.png "connect-edd-to-mailpoet-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-1.png) In the recipe pictured above, whenever a customer purchases a download, we can add them to a MailPoet list of our choosing. This recipe is easy to configure and you can recreate it with the free version of Automator. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Everyone**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add EDD Customers to MailPoet Lists”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Easy Digital Downloads**. [![edd-integration](https://automatorplugin.com/wp-content/uploads/2024/12/edd-integration-1024x709.png "edd-integration")](https://automatorplugin.com/wp-content/uploads/2024/12/edd-integration.png) From the dropdown list that appears, select **A customer purchases a download**. [![edd-trigger-a-customer-purchases-a-download](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-customer-purchases-a-download-1024x298.png "edd-trigger-a-customer-purchases-a-download")](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-customer-purchases-a-download.png) Automator will prompt you to select a download. Because we want to capture *all* of our EDD customers in this recipe, we have left the default selection, “Any download”. Once you’re finished, click **Save**. Your completed trigger should look like this: [![edd-trigger-a-customer-purchases-a-download-live](https://automatorplugin.com/wp-content/uploads/2024/07/edd-trigger-a-customer-purchases-a-download-live-1024x333.png "edd-trigger-a-customer-purchases-a-download-live")](https://automatorplugin.com/wp-content/uploads/2024/07/edd-trigger-a-customer-purchases-a-download-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **MailPoet**. [![automator mailpoet integration](https://automatorplugin.com/wp-content/uploads/2023/08/automator-mailpoet-integration.png "automator mailpoet integration")](https://automatorplugin.com/wp-content/uploads/2023/08/automator-mailpoet-integration.png) From the dropdown list that appears, select **Add a subscriber to a list**. [![mailpoet-action-add-subscriber-to-a-list](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-add-subscriber-to-a-list-1024x431.png "mailpoet-action-add-subscriber-to-a-list")](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-add-subscriber-to-a-list.png) Automator will present you with a form to fill out the subscriber’s details. We will fill out these details using *tokens*, i.e., dynamic data pulled from your WordPress website and from within recipes. To use a token, click the **Asterisk** in any given field and select the corresponding token. For example, in the *Email* field, select the “Customer email” token from the EDD trigger. [![edd-customer-email-token](https://automatorplugin.com/wp-content/uploads/2024/12/edd-customer-email-token.gif "edd-customer-email-token")](https://automatorplugin.com/wp-content/uploads/2024/12/edd-customer-email-token.gif) Fill out the remaining fields using tokens and/or static data. You can also determine the subscriber’s status and whether or not they will receive a confirmation email. [![mailpoet-subscriber-status-confirmation](https://automatorplugin.com/wp-content/uploads/2024/12/mailpoet-subscriber-status-confirmation-1024x297.png "mailpoet-subscriber-status-confirmation")](https://automatorplugin.com/wp-content/uploads/2024/12/mailpoet-subscriber-status-confirmation.png) Automator will then prompt you to select the MailPoet list to which you would like to add EDD customers. Once you’re finished, click **Save**. Your completed action should look something like this: [![mailpoet-action-add-subscriber-to-list-live](https://automatorplugin.com/wp-content/uploads/2024/12/mailpoet-action-add-subscriber-to-list-live-1024x434.png "mailpoet-action-add-subscriber-to-list-live")](https://automatorplugin.com/wp-content/uploads/2024/12/mailpoet-action-add-subscriber-to-list-live.png) **Step 5: Go Live!** You’re just about ready to connect EDD to MailPoet. All that you have to do now is toggle the recipe from **Draft** to **Live**. [![connect-edd-to-mailpoet-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-1-live-1024x589.png "connect-edd-to-mailpoet-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-1-live.png) That’s it! You’ve successfully created an EDD and MailPoet integration in just five easy steps. But what if you wanted to add the customer to multiple MailPoet lists based on their purchase? Or how about creating a WordPress user whenever a customer purchases a digital product, so that MailPoet can add them to your WordPress Users List? You can do all of that and more with Automator Automator Pro. [![create-user-and-add-subscriber-to-mailpoet-lists](https://automatorplugin.com/wp-content/uploads/2024/12/create-user-and-add-subscriber-to-mailpoet-lists-1024x627.png "create-user-and-add-subscriber-to-mailpoet-lists")](https://automatorplugin.com/wp-content/uploads/2024/12/create-user-and-add-subscriber-to-mailpoet-lists.png) [**Upgrade to Automator Pro >>>**](https://www.automatorplugin.com/pricing) ## **Move EDD Customers Between MailPoet Lists** If you’re using EDD – Recurring Payments or EDD – Software Licensing, then you’ll love this Automator recipe. [![connect-edd-to-mailpoet-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-2-1024x721.png "connect-edd-to-mailpoet-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-2.png) In the recipe pictured above, whenever a customer’s software license expires, we’re able to remove them from one list and then add them to another one. This way, we can target our “lapsed” customers with highly-engaging winback campaigns. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. **Step 2: Name Your **Recipe**** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “EDD Software Licensing and MailPoet Winback”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **EDD – Software Licensing**. [![edd-software-licensing-integration](https://automatorplugin.com/wp-content/uploads/2024/12/edd-software-licensing-integration-1024x704.png "edd-software-licensing-integration")](https://automatorplugin.com/wp-content/uploads/2024/12/edd-software-licensing-integration.png) From the dropdown list that appears, select **A user’s license for a download expires**. [![edd-software-licensing-trigger-license-expires](https://automatorplugin.com/wp-content/uploads/2024/12/edd-software-licensing-trigger-license-expires-1024x308.png "edd-software-licensing-trigger-license-expires")](https://automatorplugin.com/wp-content/uploads/2024/12/edd-software-licensing-trigger-license-expires.png) Automator will prompt you to select a download. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **MailPoet**. From the dropdown list that appears, select **Remove the user from a list**. ![mailpoet-action-remove-the-user-from-a-list](https://automatorplugin.com/wp-content/uploads/2024/12/mailpoet-action-remove-the-user-from-a-list-1024x464.png "mailpoet-action-remove-the-user-from-a-list") Automator will prompt you to select the list from which you would like to remove the user. Once you’re finished, click **Save**. To add a second action, click **Add action** and select **MailPoet**. From the dropdown list that appears, select **Add the user to a list**. Automator will prompt you to select a list. Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![mailpoet-actions-remove-user-from-list-add-user-to-another-list](https://automatorplugin.com/wp-content/uploads/2024/12/mailpoet-actions-remove-user-from-list-add-user-to-another-list-1024x602.png "mailpoet-actions-remove-user-from-list-add-user-to-another-list")](https://automatorplugin.com/wp-content/uploads/2024/12/mailpoet-actions-remove-user-from-list-add-user-to-another-list.png) **Step 5: Go Live!** Once again, all that’s left for you to do is toggle the recipe from **Draft** to **Live**. [![connect-edd-to-mailpoet-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-2-live-1024x721.png "connect-edd-to-mailpoet-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-2-live.png) Want to make managing your EDD customers and MailPoet lists even easier? Automator’s [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon) and [**User Lists**](https://automatorplugin.com/user-lists-addon) addons can help you upgrade your email marketing game. [**Get 3 FREE Addons with a Pro – Plus or Elite License >>>**](https://www.automatorplugin.com/pricing) ## **More Ways to Connect EDD to MailPoet** Now that you’ve gotten the hang of creating Automator recipes, you can connect EDD to MailPoet anyway you choose. Here are just a few examples to get you started. ### **EDD and MailPoet GDPR Compliance** [![connect-edd-to-mailpoet-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-3-1024x862.png "connect-edd-to-mailpoet-recipe-3")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-3.png) Automatically process GDPR Right to Erasure requests. Better yet, only process the request if a user does not have an active subscription or license, ensuring smooth and responsive workflows. [![connect-edd-to-mailpoet-recipe-3-with-filter](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-3-with-filter-1024x884.png "connect-edd-to-mailpoet-recipe-3-with-filter")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-3-with-filter.png) (Note: MailPoet forms are strictly registration forms. In other words, all MailPoet forms necessarily add subscribers to lists. Therefore, we are using [**WPForms**](https://automatorplugin.com/share/wpforms) to process data erasure requests.) ### **Bulk Add EDD Customers to MailPoet Lists** Using Automator’s [**Loops**](https://automatorplugin.com/introducing-loops/) feature, we can populate entire MailPoet lists with subsets of our EDD customers with the click of a button. [![connect-edd-to-mailpoet-recipe-4](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-4-1024x1018.png "connect-edd-to-mailpoet-recipe-4")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-edd-to-mailpoet-recipe-4.png) In the recipe pictured above, for example, we target all of our EDD customers with an active license and add them to a MailPoet list. With automations like this one, you can simplify and enhance your email marketing workflows. ## **Frequently Asked Questions** **Can I connect EDD to MailPoet for free?** Yes! You can connect EDD to MailPoet using the free versions of both plugins and Uncanny Automator. The free version of Uncanny Automator allows you to set up simple automations, like adding EDD customers to MailPoet lists, without any additional cost. For more advanced workflows such as GDPR compliance, and marketing automations, you can upgrade to Automator Pro. **How do I handle GDPR compliance with MailPoet and EDD?** Both EDD and MailPoet provide tools to help you stay GDPR-compliant. MailPoet includes consent fields and subscription confirmations for your email lists, while EDD allows you to collect and store customer data securely. By connecting EDD to MailPoet, with Automator, you can process GDPR Right to Erasure requests smoothly. You can even add filters to ensure that your customers/subscribers don’t have active licenses/subscriptions that would prevent successful erasure. **Can I add EDD customers to MailPoet lists?** Absolutely. Using Uncanny Automator, you can automatically add EDD customers to specific MailPoet lists based on their purchases. For example, you can create automations to add customers to a “Premium Subscribers” list after they purchase a specific digital product. You can also use Automator’s Loops feature to add EDD customers to MailPoet lists in bulk. **Do I need to know how to code to connect EDD to MailPoet?** Not at all! Uncanny Automator is a no-code solution designed for WordPress users of all skill levels. You can set up powerful automations between EDD and MailPoet using an intuitive, point-and-click interface—no coding required. ## **Conclusion** Connecting Easy Digital Downloads to MailPoet is a game-changer for anyone looking to streamline email marketing and boost digital product sales. With Uncanny Automator, you can set up powerful automations in just a few clicks—no coding, no headaches. Whether you’re sending personalized welcome emails, running win-back campaigns, or segmenting your audience for better targeting, this integration makes it all easy and efficient. Ready to take your email marketing to the next level? Download the [**free version**](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator to get started today. Need even more features? [**Upgrade to Automator Pro**](https://www.automatorplugin.com/pricing) and unlock advanced workflows that save time and drive results. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How To Prepare Your WordPress Website For Vacation: 16 Must-Have Automations](https://automatorplugin.com/prepare-wordpress-website-for-vacation/) **Published:** December 9, 2024 **Author:** Brendan Da Costa **Content:** *Prepare your WordPress website for vacation with Uncanny Automator. Automate ecommerce, marketing, maintenance, support, and more for a worry-free getaway!* [![prepare-your-wordpress-website-for-vacation-featured-image](https://automatorplugin.com/wp-content/uploads/2024/12/prepare-your-wordpress-website-for-vacation-featured-image.png "prepare-your-wordpress-website-for-vacation-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/12/prepare-your-wordpress-website-for-vacation-featured-image.png) Getting ready for a getaway? We can help! Taking a vacation shouldn’t mean putting your WordPress website at risk of downtime, missed sales, or stagnant marketing. Yet, for many WordPress business owners, stepping away from their site means putting their operations on pause. Or, worse yet, stressing out over their operations while they should be tanning on the beach, sipping Mai Tais. It’s daunting to think about all of the things that can go wrong while you’re away. What if your store runs out of stock? What happens if a plugin breaks? Who’s going to answer your customers’ questions? Thankfully, there’s a way you can keep your WordPress business running smoothly while you run with the animals on safari. With [**Uncanny Automator**](https://www.automatorplugin.com/pricing)—the WordPress worker that never takes a day off—you can automate critical tasks and ensure your website continues humming while you enjoy some well-deserved time off. In this post, we’ll show you how to vacation-proof your WordPress website with smart automations that handle everything from ecommerce to marketing, maintenance, and more. Whether you’re soaking up the sun or skiing down the slopes, these automations will keep your WordPress business up and running. ## **Why Automate Your WordPress Website Before Vacation** Vacation is your opportunity to rest, reset, and recharge. But, that’s kind of hard to do if, while you’re spelunking in Mexico, you can’t stop worrying about your business. However, there’s a solution to make sure your WordPress website not only survives your vacation but thrives while you’re away! That solution is called automation. With the right tools, you can ensure your business runs like clockwork, even when you’re out of the office. Automation empowers you to enjoy your time off, knowing your WordPress site is handling tasks that would normally demand your attention. Here’s what automation can do for you: - **Ecommerce Automations:** Worried about missing sales, running out of stock, or ensuring that orders are still getting fulfilled? Automations can keep your store running smoothly with live stock updates, order status updates, scheduled reports, automated discounts, and even personalized post-purchase emails to delight your customers. Your store keeps selling, and your customers keep smiling. - **Marketing Automations:** Continue collecting and converting leads with marketing automations that tie your CRM into every aspect of your sales funnel. Set up forms, popups, and more to collect leads, and even monitor page views to complete contact profiles and turn prospects into customers. It can all happen automatically as you take in the sights in Paris. - **Content Automations:** Schedule blog posts in advance, auto-post to social media, and even generate new content with AI while you dip your toes in the Adriatic. - **Customer Support Automations:** From auto-replying to customer inquiries to logging support tickets in Airtable or Google Sheets, automation keeps your customers supported without delay. - **Site Maintenance Automations:** Plugin updates, security checks, and backups can all happen automatically, ensuring your website remains secure and operational. You’ll receive alerts for any critical changes, so you’re always in the loop without constantly checking in. The beauty of automation lies in its ability to multiply your productivity. By setting up smart workflows, you ensure your site doesn’t just stay afloat—it continues to grow, engage, and impress. Whether you’re admiring the artwork in the Louvre or taking a hot air balloon ride in Cappadocia, automation lets you savor your vacation while keeping your WordPress business running. **It’s not about stepping away; it’s about stepping up—with Uncanny Automator**. ## [Uncanny Automator](https://automatorplugin.com/pricing): Your WordPress Worker While You’re Away Imagine this: while you’re soaking up the sun on a tropical island or strolling through a natural history museum, there’s someone back at home managing your WordPress site. Orders are being processed, customers are getting responses, and your marketing campaigns are going out on schedule—all without you lifting a finger. That someone back at home is [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) As the #1 automation and integration tool for WordPress, Automator connects your favorite apps and plugins, giving you a powerful set of tools to automate every part of your website. And, with insanely powerful features like *Loops* and file imports, as well as feature-enhancing addons like Restrict Content, Automator is built for every WordPress user—from small businesses to large enterprises. No task is too big or too small to automate. So, whether you want to auto-generate sales reports, connect your ecommerce platform to your CRM, or enhance your content with AI, Automator can help. With [**253 integrations**](https://www.automatorplugin.com/integrations) it’s the only WordPress plugin that allows you to **integrate anything so you can automate everything**. Now go ahead and book that dream vacation—you’ve earned it! [**Get Automator Pro from $149/year >>>**](https://www.automatorplugin.com/pricing) Now let’s take a look at the automations that you’ll want to implement on your WordPress website before jetting off on your exotic getaway. ## ****Ecommerce Automations to Prepare Your WordPress Site for Vacation**** Don’t want to miss out on sales? Looking for some quick, auto-generated daily reports? Want to ensure that your shelves remain stocked and orders get filled? These are the automations that will keep your ecommerce store open, even as you close down your laptop. ### **1. Low Stock Notifications** Did you know that WooCommerce lets you set low stock notifications? Whether you want to set a storewide threshold, or define low stock thresholds for individual products and product variations is up to you. [![woocommerce-low-stock-notification](https://automatorplugin.com/wp-content/uploads/2024/12/woocommerce-low-stock-notification-1024x646.png "woocommerce-low-stock-notification")](https://automatorplugin.com/wp-content/uploads/2024/12/woocommerce-low-stock-notification.png) But Woo’s low stock notifications only work with email. And, if you’re vacationing the right way, you probably aren’t going to be checking your emails at all. With Automator, however, you can set up low stock notifications to send Slack messages, text messages, WhatsApp messages, and—if you must check your inbox—even emails. These messages can go straight to your warehouse or sales team, ensuring that they place an order with your supplier(s). And when they restock an item, another automated message can put your mind at ease. [![restock-notification](https://automatorplugin.com/wp-content/uploads/2024/12/restock-notification-1024x595.png "restock-notification")](https://automatorplugin.com/wp-content/uploads/2024/12/restock-notification.png) ### **2. Automate Your Holiday Sales** If you’re worried about your holiday sales starting and ending on time, you’ll love these automations. Once again, WooCommerce natively supports scheduling sales of individual products. [![woocommerce-schedule-sale](https://automatorplugin.com/wp-content/uploads/2024/12/woocommerce-schedule-sale.png "woocommerce-schedule-sale")](https://automatorplugin.com/wp-content/uploads/2024/12/woocommerce-schedule-sale.png) But, if you want to run a storewide sale, a sale on specific types of products, or set unique times to begin and end sales, then you’ll want some help from your favorite WordPress worker; U-Bot. [![storewide-sale](https://automatorplugin.com/wp-content/uploads/2024/12/storewide-sale-1024x895.png "storewide-sale")](https://automatorplugin.com/wp-content/uploads/2024/12/storewide-sale.png) With the recipe pictured above, we’re able to schedule an automation that applies a storewide discount of 10%. Alternatively, we can choose any subset of products and apply a discount of our choosing. [![storewide-sale-on-product-category](https://automatorplugin.com/wp-content/uploads/2024/12/storewide-sale-on-product-category-1024x656.png "storewide-sale-on-product-category")](https://automatorplugin.com/wp-content/uploads/2024/12/storewide-sale-on-product-category.png) And, if you’re still sailing the Caribbean Sea when it’s time to end your sale, simply create another recipe to reverse the discount! ### **3. Log Your Sales in Google Sheets or Airtable** If you want to take an even more hands-off approach on your vacation, you can log sales over your vacation directly in Google Sheets or Airtable. Then, when you get back from bungee-jumping in South Africa, you can review and analyze all of the details and follow-up where necessary. [![connect-woocommerce-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-featured-image.jpg "connect-woocommerce-to-google-sheets-featured-image")](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) **[Connect WooCommerce to Google Sheets >>>](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/)** [![connect-woo-to-airtable-featured-image](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woo-to-airtable-featured-image.jpg "connect-woo-to-airtable-featured-image")](https://automatorplugin.com/connect-woocommerce-to-airtable-with-uncanny-automator/) **[Connect WooCommerce to Airtable >>>](https://automatorplugin.com/connect-woocommerce-to-airtable-with-uncanny-automator/)** But, if you simply can’t wait that long to find out what’s happening in your ecommerce store, then you’ll love the next recipe. ### **4. Auto-Generate Sales Reports** Even when you’re on vacation, you can still find out what’s happening in your ecommerce store in real-time. In addition to logging your sales in Google Sheets and/or Airtable, you can have Automator generate hourly, daily, or weekly sales reports. [![automated-woocommerce-reports-featured-image](https://automatorplugin.com/wp-content/uploads/2024/07/automated-woocommerce-reports-featured-image.jpg "automated-woocommerce-reports-featured-image")](https://automatorplugin.com/easily-create-automated-woocommerce-reports-with-uncanny-automator/) **[Automated WooCommerce Reports >>>](https://automatorplugin.com/easily-create-automated-woocommerce-reports-with-uncanny-automator/)** Access and analyze your sales data whenever you want, from wherever you want. ## ****Marketing Automations to Keep Your WordPress Business Active While on Vacation**** Just because you’re napping under a palm tree, doesn’t mean that you can’t still implement high-converting marketing campaigns. Here’s how Automator can keep your brand active, even when you’re melting into a massage table. ### **5. Order Status Notifications** Keeping your customers informed about the status of their orders isn’t just good customer service. It also presents you with an opportunity to market more of your products. But, when you’re away, do you really have time to manually follow-up with your customers’ orders? Turns out, you do! [![oder-status-email-notifications](https://automatorplugin.com/wp-content/uploads/2024/12/oder-status-email-notifications-1024x595.png "oder-status-email-notifications")](https://automatorplugin.com/wp-content/uploads/2024/12/oder-status-email-notifications.png) With Automator, you can set up automatic email notifications to update customers whenever their order status changes. Whether an order moves to processing, cancelled, or completed, your customers will receive timely updates without you needing to lift a finger. They’ll have no idea that you’re nowhere near your laptop. ### **6. Automatically Collect Leads** Going on vacation doesn’t mean that your business can’t still grow. With Automator, you can connect your WordPress website to your favorite CRM—such as [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), or [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign/)—and continue collecting leads. Even as you’re collecting seashells along the seashore. [![How to Generate More Leads with Your WordPress Form Builder & Automator Feature Image](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-Feature-Image.png "How to Generate More Leads with Your WordPress Form Builder & Automator Feature Image")](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) [**Automate Lead Generations With Automator** **>>>**](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) Set up automations to capture and store lead information from contact forms, popups, or any other source you choose. As soon as a visitor provides their details, Automator sends the information directly to your CRM, categorizing it for future campaigns. And, speaking of future campaigns… ### **7. Send Automated Email Campaigns** Earlier on, we showed you how to launch a storewide sale. But, no sale is ever complete without a marketing campaign to go along with it. [![automated-email-campaign-for-sorewide-sale](https://automatorplugin.com/wp-content/uploads/2024/12/automated-email-campaign-for-sorewide-sale-800x1024.png "automated-email-campaign-for-sorewide-sale")](https://automatorplugin.com/wp-content/uploads/2024/12/automated-email-campaign-for-sorewide-sale.png) With the Automator recipe pictured above, however, we’re not only able to activate our storewide sale. We’re able to launch an entire email campaign directly from our WordPress website using nothing but Uncanny Automator Pro. Of course, if you’d rather launch your email campaign from your CRM, Automator can do that too. [![automated-mailchimp-campaign-for-sorewide-sale](https://automatorplugin.com/wp-content/uploads/2024/12/automated-mailchimp-campaign-for-sorewide-sale-1007x1024.png "automated-mailchimp-campaign-for-sorewide-sale")](https://automatorplugin.com/wp-content/uploads/2024/12/automated-mailchimp-campaign-for-sorewide-sale.png) Whether you’re promoting a flash discount or a limited-time bundle, Automator ensures your audience is notified instantly. These automated campaigns maintain a consistent brand presence and encourage engagement, even while you’re offline. By tying your ecommerce platform to your email marketing efforts, Automator helps you maximize the impact of your promotions without requiring any manual intervention. So go ahead, take that guided tour of Barcelona while Automator guides your audience to your checkout counter. ### **8. Personalized Email Campaigns** If your vacation is taking you to an all-inclusive resort, you’re about to experience the benefits of personalized service. And you can do the same for your customers, no matter where you are. Because Automator is fully-integrated with your WordPress website, you can create personalized shopping experiences for your customers. For example, how about a recipe that tracks the number of times a customer views a product without purchasing it? Then tag that contact in your CRM so you can send them emails and offers that they actually want to act on. [![tag-customers-from-product-views](https://automatorplugin.com/wp-content/uploads/2024/12/tag-customers-from-product-views-1024x586.png "tag-customers-from-product-views")](https://automatorplugin.com/wp-content/uploads/2024/12/tag-customers-from-product-views.png) How about giving your customers the same 5-star treatment you’re about to enjoy while vacation? Instead of simply tracking your customers’ preferences with tags, generate exclusive offers for them based on their shopping habits. [![send-personalized-offers](https://automatorplugin.com/wp-content/uploads/2024/12/send-personalized-offers-1024x585.png "send-personalized-offers")](https://automatorplugin.com/wp-content/uploads/2024/12/send-personalized-offers.png) Automate and upgrade your marketing game with these powerful recipes and leave your worries at the airport. Automator has you covered. ## **Content Automation Tips for WordPress Websites on Vacation** It’s nice to get some peace and quiet on vacation—but that doesn’t mean your WordPress website has to go radio silent. These automations will keep your site active with new content while you’re away. ### **9. Auto-Post to Social** For WordPress businesses big and small, social media platforms are a great way to communicate with customers, reach new audiences, and develop brand awareness. But, if you’re on vacation, you’re probably a little too busy snapping your own pics and making your own reels to worry about your business accounts. But Automator is never too busy to help where needed. [![automator-social-media-integrations](https://automatorplugin.com/wp-content/uploads/2024/10/automator-social-media-integrations.jpg "automator-social-media-integrations")](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/) **[Auto-Post to Social Media With Automator >>>](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/)** Whenever you publish a new blog post, launch a product, or announce a promotion, Automator can post it to Facebook, X, LinkedIn, Instagram, or even Telegram. These posts can include rich media, links, and hashtags to maximize engagement. You can draft these posts ahead of time and let Automator handle pushing them out when the hour comes. [![auto-post-to-social](https://automatorplugin.com/wp-content/uploads/2024/12/auto-post-to-social-1024x761.png "auto-post-to-social")](https://automatorplugin.com/wp-content/uploads/2024/12/auto-post-to-social.png) Or, you can have AI optimize your posts in real-time then let Automator handle pushing the fresh content out to your socials. [![openai-actions-generate-excerpt-for-instagram-x](https://automatorplugin.com/wp-content/uploads/2024/12/openai-actions-generate-excerpt-for-instagram-x-1024x443.png "openai-actions-generate-excerpt-for-instagram-x")](https://automatorplugin.com/wp-content/uploads/2024/12/openai-actions-generate-excerpt-for-instagram-x.png) And there’s still more you can do with OpenAI and Automator… ### **10. Auto-Generate New Content with OpenAI** You’re on vacation! You should be reading a book on a beach, not trying to write one. If only there was a capable little robot that you could ask to write some content for you. Oh, yeah! There is. [![ai-writing-tool-for-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/11/ai-writing-tool-for-wordpress-featured-image.jpg "ai-writing-tool-for-wordpress-featured-image")](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/) **[Generate WordPress Content With Automator and OpenAI >>>](https://automatorplugin.com/how-to-use-ai-writing-tools-in-wordpress-generate-blog-posts-images-and-social-content-automatically/)** With Automator and OpenAI, you can generate high-quality content from simple prompts. Use this automation to write new blog posts, craft compelling email copy, or even draft product descriptions, all from a beach in Bali. By integrating AI into your workflows, you can ensure your site remains dynamic and relevant without requiring constant oversight. Whether you’re lounging in a hammock or exploring a new city, Automator ensures your content is fresh, optimized, and ready for publication. ### **11. Stay Engaged With Customers** Customer engagement doesn’t have to stop when you’re on vacation. Automator works with OpenAI to auto-generate thoughtful responses to customer comments, reviews, or questions on your site. [![auto-reply-to-comments](https://automatorplugin.com/wp-content/uploads/2024/12/auto-reply-to-comments-1024x722.png "auto-reply-to-comments")](https://automatorplugin.com/wp-content/uploads/2024/12/auto-reply-to-comments.png) Whether it’s thanking a customer for a glowing review or addressing concerns in a professional manner, this automation ensures no comment goes unanswered. For businesses that thrive on community interaction, this feature helps maintain trust and keeps conversations active. By delegating engagement to Automator, you can foster relationships with your customers while you focus on enjoying your time off. (Note: We always recommend reviewing and editing AI-generated content before publishing it, whether it’s an image, reply, product description, etc.) ## **Customer Support Automations to Keep WordPress Users Happy During Vacation** If you’re trying to choose between offering 24/7 customer support and a two-week long vacation to Patagonia, choose both! Here’s how Automator can help you have your cake and eat it, too. ### **12. Auto-Reply to Customer Tickets** Quick responses to customer inquiries can make or break their experience with your business. But that doesn’t mean you need to pry yourself off of the massage table to reply to a customer’s tickets. [![automated-customer-support-responses](https://automatorplugin.com/wp-content/uploads/2024/12/automated-customer-support-responses-1024x633.png "automated-customer-support-responses")](https://automatorplugin.com/wp-content/uploads/2024/12/automated-customer-support-responses.png) Automator, combined with AI tools, helps you craft meaningful replies to support tickets, complete with useful links or next steps. For common issues, generate templated responses to save time while maintaining personalization. Customers receive timely, professional support, even if you’re halfway around the world. This automation ensures your business’s customer service reputation remains strong while allowing you to unplug and unwind. ### **13. Automated Ticket Escalation** Let’s be honest. We’re all kind of secretly hoping that AI will take our jobs so that we can retire early and call every day a holiday. Unfortunately, AI just isn’t that smart yet. Sometimes, it takes a human… with the help of a U-Bot. In the event that a customer desperately needs your support while you’re away on vacation, Automator can send you a notification with all of the relevant information. Create a more seamless process for ticket escalation so that only the most serious matters reach your attention. [![automated-ticket-escalation](https://automatorplugin.com/wp-content/uploads/2024/12/automated-ticket-escalation-998x1024.png "automated-ticket-escalation")](https://automatorplugin.com/wp-content/uploads/2024/12/automated-ticket-escalation.png) With the help of AI, you can perform sentiment analysis on your customer tickets and only escalate matters if and when the customer’s needs exceed what AI can do on its own. ## **WordPress Maintenance Notifications to Ensure a Stress-Free Vacation** None of the automations that we’ve looked at so far will matter if your WordPress website crashes while you’re away. Fortunately, there are some automations you can implement to ensure that never happens. ### **14. Perform Daily Backups** Whether you’re on vacation or glued to your computer, performing regular backups of WordPress website is simply good practice. And you’re in luck. Any good WordPress web hosting service should provide some form of automated website backups. But, in case you’re uncertain, here’s our list of the best WordPress web hosts you’ll find anywhere in cyberspace. [![best-wordpress-web-hosts-featured-image](https://automatorplugin.com/wp-content/uploads/2024/04/best-wordpress-web-hosts-featured-image.png "best-wordpress-web-hosts-featured-image")](https://automatorplugin.com/the-best-wordpress-web-hosts/) **[The Bests WordPress Web Hosts >>>](https://automatorplugin.com/the-best-wordpress-web-hosts/)** Think of it as travel insurance. ### **15. Receive Site Update Notifications** It’s always a good idea to review plugin, theme, and site updates before implementing them on your WordPress website. However, even if you have enable the “auto-update” feature on your WordPress plugins, you can still relax with automations like this one: [![wp-admin-update-activate-notifications](https://automatorplugin.com/wp-content/uploads/2024/12/wp-admin-update-activate-notifications-1024x466.png "wp-admin-update-activate-notifications")](https://automatorplugin.com/wp-content/uploads/2024/12/wp-admin-update-activate-notifications.png) Whenever a plugin, theme, or site update occurs, Automator can send you a notification so you can initiate a troubleshooting session if necessary. ### **16. Create Update Logs** Want to know what happened while you were away? Automator can automatically log every update, action, or event made on your site, from plugin changes to theme adjustments and more. These logs are stored in an easily accessible format, giving you a clear record of all modifications. Whether you need to troubleshoot an issue or review changes when you return, update logs ensure you have all the information at your fingertips. ## **Bonus: Additional Plugins to Help You Relax on Vacation** Automator isn’t the only tool that can help you prepare your WordPress website for vacation. You can have a fully-staffed WordPress business while you’re away with these apps and plugins. ## [OptinMonster](https://automatorplugin.com/share/optinmonster/) When it comes to growing your email list and driving conversions, [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) is a game-changer. This powerful lead generation plugin makes it easy to create high-converting popups, slide-ins, and other opt-in forms that capture your visitors’ attention. With its drag-and-drop builder and a library of templates, you can design forms that align perfectly with your brand—no coding required. [![optinmonster-homepage](https://automatorplugin.com/wp-content/uploads/2024/12/optinmonster-homepage-1024x505.png "optinmonster-homepage")](https://automatorplugin.com/wp-content/uploads/2024/12/optinmonster-homepage-1024x505.png) But OptinMonster isn’t just about aesthetics; it’s packed with advanced features like exit-intent technology, which detects when a user is about to leave your site and displays a targeted offer to keep them engaged. For WordPress business owners on vacation, OptinMonster ensures that lead generation doesn’t take a break. Automator is also fully-integrated with OptinMonster, so you can easily incorporate lead generation into your other automated workflows. [**Opt-in to Automated Leads >>>**](https://automatorplugin.com/share/optinmonster/) ## **Duplicator** As we discussed earlier, backing up your WordPress site is crucial. But why stop there? Duplicator takes it a step further, allowing you to clone, migrate, or back up your site with ease. Whether you’re moving to a new host, setting up a staging site, or just creating an extra layer of protection while you’re on vacation, Duplicator has you covered. [![duplicator-home](https://automatorplugin.com/wp-content/uploads/2024/12/duplicator-home-1024x504.png "duplicator-home")](https://automatorplugin.com/wp-content/uploads/2024/12/duplicator-home-1024x504.png) The plugin bundles your site into a portable package, including all files, database entries, and configurations. Its intuitive interface makes it simple to restore your site or deploy it to a new location. For vacationing business owners, this means peace of mind: even if something goes wrong while you’re away, restoring your site is just a few clicks away. Plus, with the Pro version, you can schedule backups and store them on cloud services like Google Drive or Dropbox. Duplicator ensures your site is always safe and ready to go, no matter where you are. ## [PushEngage](https://automatorplugin.com/share/pushengage/) Stay connected with your audience, even when you’re out of office, with [**PushEngage**](https://automatorplugin.com/share/pushengage/). This push notification plugin lets you send targeted, real-time updates to your subscribers directly through their browsers. Whether you’re announcing a sale, sharing new content, or re-engaging users with abandoned carts, PushEngage delivers your message instantly—no email inbox required. [![pushengage-homepage](https://automatorplugin.com/wp-content/uploads/2024/12/pushengage-homepage-1024x584.png "pushengage-homepage")](https://automatorplugin.com/wp-content/uploads/2024/12/pushengage-homepage-1024x584.png) Its advanced segmentation and scheduling features ensure that your notifications reach the right people at the right time. Planning to relax on your vacation? Automate your push notifications to go live while you’re offline, keeping your audience engaged without any effort on your part. PushEngage also offers detailed analytics, so you can track performance and refine your campaigns even after returning from your getaway. For WordPress businesses, PushEngage is the perfect tool to maintain customer engagement and drive conversions, even when you’re not actively managing your site. [**Engage Your Customers >>>**](https://automatorplugin.com/share/pushengage/) ## **Frequently Asked Questions** **Can I keep my WordPress website running while I’m on vacation?** Yes! With the right tools and automations, you can keep your WordPress site running efficiently even while you’re away. Plugins like Uncanny Automator help automate critical tasks such as order notifications, content publication, and lead generation, ensuring your business continues to thrive without your daily involvement. **What plugins should I use to prepare my WordPress site for vacation?** Some of the best plugins to vacation-proof your WordPress website include: Uncanny Automator for automating your daily tasks, PushEngage for automated push notifications to keep your audience engaged, and OptinMonster to continue generating leads while you’re away. Duplicator is also a great plugin for backing up and restoring your website. These plugins work together to automate processes, protect your data, and ensure your site runs smoothly. **How can I automate WordPress content publication while I’m away?** WordPress allows you to schedule posts natively, but tools like Uncanny Automator take it further by automating related workflows. For example, you can schedule a blog post, share it on social media, and notify your team—all in one seamless recipe. **What is the best way to back up my WordPress site before vacation?** Using a plugin like Duplicator, you can create a full backup of your WordPress site, including all files, themes, and database entries. Store your backup securely in the cloud using services like Google Drive or Dropbox to ensure easy access and restoration if needed. **How can I maintain customer support while I’m on vacation?** Automating customer support is easy with tools like Uncanny Automator and AI integrations. You can set up workflows to auto-reply to tickets, log customer queries in a CRM, or even escalate high-priority issues to team members for resolution. **Can I manage my WooCommerce store while traveling?** Absolutely! Uncanny Automator can manage inventory, order fulfilment, and even post-purchase follow-ups while you lounge around the pool. You can also receive sales reports or notifications about low stock levels, so you’re always informed, even on the go. **Is automating my WordPress site secure?** Yes, as long as you use reputable plugins and follow security best practices. Enable two-factor authentication, secure passwords, and monitor your automations to ensure everything works as intended without compromising your site’s safety. ## **Conclusion** The world doesn’t stop when we go on vacation—and your WordPress business shouldn’t stop either. By leveraging the power of automation and the right tools, you can ensure your website continues to thrive, even when you’re off the grid. From ecommerce and marketing to customer support and site maintenance, every aspect of your site can be optimized to run smoothly without your constant oversight. With Uncanny Automator as your tireless WordPress worker, you’ll have peace of mind knowing your site is handling orders, publishing content, and keeping customers engaged—all while you relax and recharge. So go ahead and call up your travel agent. Whether you’re planning on a tropical getaway, a lowkey staycation, or a wintry escape, you deserve to take a break knowing your WordPress site is working just as hard as you are—or, in this case, aren’t. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Connect WordPress to Mailchimp (In 4 Steps)](https://automatorplugin.com/how-to-connect-wordpress-to-mailchimp-in-4-steps/) **Published:** March 24, 2021 **Author:** Will Morris **Content:** Email marketing can be a powerful tool for your online business, and Mailchimp can help you put this tactic into action. Connecting directly and regularly with your audience can enable you to keep them up to date and build stronger relationships. However, even with help from Mailchimp, you may struggle to find the time to execute your marketing plan as fully as you would like. Fortunately, you can automate a good portion of your email marketing tasks using [Uncanny Automator](https://automatorplugin.com/). By connecting WordPress to [Mailchimp](https://automatorplugin.com/integration/mailchimp/), you can add users to an audience, tag members, and even create and send a campaign. In this post, we’ll give you a quick introduction to email marketing. Then we’ll show you how to connect WordPress to Mailchimp in four steps. Let’s go! ## An Introduction to Email Marketing Any email that you send to a customer or potential customer can fall under the umbrella of email marketing. You might use email marketing to send special offers, sale announcements, or advertise a new offering. Whatever you use it for, email is an easy way to connect with your audience. In addition to keeping your current email list up to date, email marketing has some other benefits. An existing subscriber may forward your email to someone else in their network. This has the potential to grow your audience and increase brand awareness. It’s also simple to measure the efficacy of your email campaigns. Keeping tabs on how your email marketing efforts are performing can help you to build better, more effective campaigns in the future. [Mailchimp](https://automatorplugin.com/integration/mailchimp/) even provides an A/B testing feature with some plans: ![The Mailchimp CRM](https://automatorplugin.com/wp-content/uploads/2021/03/mailchimp-1024x312.png) Mailchimp also enables you to divide your audience into segments. This is helpful for more targeted messaging. For example, you might send a coupon code to subscribers who haven’t yet made a purchase. Finally, email marketing is very affordable, especially when compared with other methods. You can get started with Mailchimp for free, and continue to use the free plan for your first 2,000 subscribers. ## How to Connect WordPress to Mailchimp (In 4 Steps) With the benefits of email marketing covered, let’s connect WordPress to Mailchimp for easy automation. First, you’ll need to have the [Uncanny Automator](https://automatorplugin.com/) and [Automator Pro](https://automatorplugin.com/pricing/) plugin installed, as well as a Mailchimp account set up. ### Step 1: Connect Your Site to Mailchimp The first step is to connect your website to your Mailchimp account to WordPress. From the WordPress admin dashboard, navigate to *Uncanny Automator > Settings* and click on the *Mailchimp* tab. (Remember, you’ll only see this option if you have Uncanny Automator Pro installed.) Then click on the *Connect an Account* button: ![The connect an account button](https://automatorplugin.com/wp-content/uploads/2021/03/connect-mailchimp-button-1024x453.png) Selecting this button will bring you to a screen where you can either log into or create a Mailchimp account. If you already have your account set up, go ahead and log in: ![Mailchimp login screen](https://automatorplugin.com/wp-content/uploads/2021/03/mailchimp-login.png) The next screen will provide you with some information about connecting the Uncanny Automator app to your Mailchimp account. When you’re ready, you can click on the *Allow* button to continue: ![Connecting Mailchimp to WordPress](https://automatorplugin.com/wp-content/uploads/2021/03/connect-automator.png) This should bring you back to your WordPress dashboard, where you’ll see a success message: ![Connection successful message](https://automatorplugin.com/wp-content/uploads/2021/03/connection-successful.png) Now that you’ve connected Mailchimp to your website, you can create some recipes. ### Step 2: Add Tags to Users for Easy Organization and Automation Tags are labels you can use to organize your Mailchimp contacts. Creating a recipe that adds tags to users helps trigger additional automations later on. For example, you may want to tag users who sign up for your list through a particular landing page so you can send them targeted offers. To set up this recipe, you can start from the WordPress admin dashboard. Navigate to *Automator > Add New*. For recipe type, you can select Logged-in: ![Selecting a recipe type](https://automatorplugin.com/wp-content/uploads/2021/03/recipe-type.png) The options you see in the *Logged-in triggers* section will vary depending on the plugins you use. You can connect Mailchimp to a wide array of WordPress plugins, which determines which triggers are available. For this example, we’ll choose *WordPress* for the integration, and the *A user is created* trigger: ![The a user is created trigger](https://automatorplugin.com/wp-content/uploads/2021/03/trigger-selection-1024x290.png) Next, you can click on the *Add action* button in the *Actions* section and choose *Mailchimp* as your integration. From the resulting list, select *Add a tag to the user*: ![Adding a tag to a user](https://automatorplugin.com/wp-content/uploads/2021/03/add-a-tag-1024x335.png) Now you can select the tag you’d like to add to the user. Since Mailchimp nests tags under audiences, you’ll also have to choose the appropriate audience: ![Selecting an audience and tag](https://automatorplugin.com/wp-content/uploads/2021/03/select-tag-1024x271.png) Once you’ve made your selections, you can click on the *Save* button. Finally, check the toggles next to the *Triggers* and *Actions* sections. They should be set to *Live*: ![Setting recipe toggles to live](https://automatorplugin.com/wp-content/uploads/2021/03/toggle-live-1024x328.png) You can also automate removing a tag from a user. Let’s say your website subscriber has become an author, and you’d like to remove the Website Subscriber tag. You can use the *A user’s role changes to a specific role* trigger and select *Author* from the drop-down menu: ![A role change trigger](https://automatorplugin.com/wp-content/uploads/2021/03/role-change-trigger-1024x390.png) Under *Actions*, you can choose *Mailchimp* as your integration and then *Remove a tag from the user*. Similar to adding a tag, you’ll need to select the associated audience from the drop-down menu, and then the tag you’d like to remove: ![Removing a tag from a user](https://automatorplugin.com/wp-content/uploads/2021/03/remove-tag-1024x360.png) Finally, you can click on the *Save* button and check to ensure that the toggles are in the *Live* position. ### Step 3: Add a User to an Audience for Better Targeting Segmenting your subscribers is a key aspect of effective email marketing. Mailchimp enables you to create Audiences for your different segments. Once again, you can start by selecting *WordPress* as your integration, and *A user is created* in the *Logged-in triggers* section. Under *Actions*, choose *Mailchimp* and then *Add the user to an audience*: ![Adding a user to an audience](https://automatorplugin.com/wp-content/uploads/2021/03/add-to-audience-1024x230.png) Next, you can select which audience you’d like to add the user to with the Audience drop-down menu. You can also choose if the user needs to confirm whether they’d like to be added to your email list. It’s a good idea to set this to Yes, to be sure you’re complying with the [CAN-SPAM Act](https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business): ![Adding a double opt-in](https://automatorplugin.com/wp-content/uploads/2021/03/double-opt-in-1024x294.png) You may also want to toggle the *Update existing* field to *Yes*. This way, if the user already exists in your email list, the automation won’t create a duplicate user. Instead, it will add the existing user to the new audience. If you’re using groups, you can use this same recipe to change the group an existing subscriber is in using the drop-down menu. *Replace All* will remove the user from any current groups and add them to the group you specify in the text box. *Add only* adds the user to the new group without removing them from their present groups: ![Changing a user's group](https://automatorplugin.com/wp-content/uploads/2021/03/change-group-1024x188.png) Finally, you can update the user’s language code. You can also determine how to merge fields for existing users. Finish by clicking on the *Save* button and checking your toggles. Note that you can have multiple actions in a single recipe. So if you’d like to add a user to an audience and add a tag, you can do so with the same recipe. Simply click on the *Add another action button*: ![Adding another action to a recipe](https://automatorplugin.com/wp-content/uploads/2021/03/add-another-action-1024x365.png) You can also remove a user from an audience by following the same process and choosing to *Unsubscribe* the user from an audience as your action: ![Removing a user from an audience](https://automatorplugin.com/wp-content/uploads/2021/03/remove-from-audience-1024x379.png) You can delete the user from Mailchimp using the corresponding menu. Otherwise, you can just remove the subscriber from the audience. ### Step 4: Create and Send a Campaign Another valuable recipe automates the sending of campaigns. You can use this recipe to share new blog posts with your subscribers immediately. To set up this recipe, choose *WordPress* as your integration in the *Logged-in Triggers* section. Then select *A user’s post is set to a specific status*. From the drop-down menu, select *Published*: ![A recipe based on post status](https://automatorplugin.com/wp-content/uploads/2021/03/post-status-1024x258.png) In the *Actions* section, select the *Mailchimp* integration and *Create and send a campaign* as the action. Now you can create the content of the email right from this screen, including selecting the audience to receive the campaign: ![Selecting an audience for a campaign](https://automatorplugin.com/wp-content/uploads/2021/03/campaign-audience-1024x607.png) If you have a template you’d like to use, you can select it from the *Template* menu. Otherwise, you can create your email in the *Email Content* field: ![Adding content to an email](https://automatorplugin.com/wp-content/uploads/2021/03/email-content-1024x424.png) Finally, click on the *Save* button and check your toggles. ## Conclusion Email marketing can have big payoffs, but it’s also a lot of work to execute. By integrating [Mailchimp](https://automatorplugin.com/integration/mailchimp/) with [Uncanny Automator](https://automatorplugin.com/), you can free up some time to work on other aspects of your business. Follow these steps to connect WordPress to Mailchimp: 1. Connect your site to Mailchimp. 2. Add tags to users for easy organization and automation. 3. Add a user to an audience for better targeting. 4. Create and send a campaign. What kinds of automations are you excited to use Mailchimp for? Let us know in the comments section below! ![author avatar](https://secure.gravatar.com/avatar/07e82f2f9bd7ca6c2f6ab8105470d647e9fa4ddbd90f3b77e3915bf4abcbcd97?s=300&d=mm&r=g) Will Morris Will Morris is a staff writer at WordCandy.co. When he's not writing about WordPress, he likes to gig his stand-up comedy routine on the local circuit. [See Full Bio](https://automatorplugin.com/author/willwordcandy-co/) [ ](https://automatorplugin.com/author/willwordcandy-co/) **Categories:** Best Practices, Uncanny Automator --- ### [How to Connect WP Charitable to BuddyBoss with the #1 Integration Tool](https://automatorplugin.com/how-to-connect-wp-charitable-to-buddyboss/) **Published:** December 3, 2024 **Author:** Brendan Da Costa **Content:** **Connect WP Charitable to BuddyBoss with Uncanny Automator and build the online charitable community that you’ve always dreamed of.** [![connect-wp-charitable-to-buddyboss-featured-image](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-featured-image.jpg "connect-wp-charitable-to-buddyboss-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-featured-image.jpg) Are you looking to build a thriving online charitable community? Or maybe you want to enhance your e-learning or social networking site by giving your members the power to make donations? Either way, you’ve landed on the right page. In this post, we’ll show you how to connect [**WP Charitable**](https://automatorplugin.com/share/charitable/)’s robust donation functionality with [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/)’s powerful community-building features using [**Uncanny Automator**](https://www.automatorplugin.com/pricing)—the #1 integration tool for WordPress websites. When it’s all said and done, you’ll have a powerful platform that encourages engagement and fosters a spirit of giving. We’ll show you how to welcome new donors to the right social groups, notify campaign managers about generous donations, and much more. So, in the spirit of giving, let’s get into it. ## Why Connect [WP Charitable](https://automatorplugin.com/share/charitable/) to [BuddyBoss](https://automatorplugin.com/share/buddyboss/) with [Automator](https://automatorplugin.com/pricing)? You may already know [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. But, in case you didn’t, here’s the gist… Using simple combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins. And there are some standout features that make Automator ideal for creating the **WP Charitable and BuddyBoss integration** that you’ve been looking for. [![automator-home-connect-wp-charitable-to-buddyboss](https://automatorplugin.com/wp-content/uploads/2024/12/automator-home-connect-wp-charitable-to-buddyboss.jpg "automator-home-connect-wp-charitable-to-buddyboss")](https://automatorplugin.com/wp-content/uploads/2024/12/automator-home-connect-wp-charitable-to-buddyboss.jpg) These are the Automator features that WP Charitable and BuddyBoss users will love: - **Affordability:** Giving shouldn’t be costly—and with Uncanny Automator, it isn’t. Unlike other automation/integration tools out there, Automator doesn’t charge per automation fees. In other words, the more your WordPress donate, the more you save! - **Ease-of-Use:** Not a developer? No need to worry. Automator allows you to create even the most complex of workflow automations across any number of apps and plugins… without having to write any code! And if you’re having trouble getting started, you can always browse Automator’s Recipe templates for some quick inspiration. - **Seamless Integration:** Automator is fully integrated with your WordPress website. This means that you can share any data stored on your WordPress website across all your apps and plugins. You can even import data from a CSV, XML, or JSON file or connect to another website from a webhook! - **Scalability:** Whether you’re collecting tens of dollars or tens of millions of dollars in donations, Automator is more than up to the task of growing with you. With [**253 integrations**](https://www.automatorplugin.com/integrations) and more on the way all of the time, Automator can handle your diversifying workflows. Additionally, powerful features such as [*Loops*](https://automatorplugin.com/knowledge-base/user-loops/), means that you can manage your donations, donors, members, and more at scale—with the click of a button. - **More Features:** With a bevy of powerful addons and an increasing number of features, Automator is quickly becoming **the everything plugin**. From uploading files, to automating workflows, and even restricting content, Automator can do it all. **Ready to connect WP Charitable to BuddyBoss?** [**Get your Automator Pro license >>>**](https://www.automatorplugin.com/pricing) Not ready to go Pro quite yet? You can still integrate WP Charitable with BuddyBoss using Automator’s [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version. Simply download and activate the plugin then register your account for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as [**Zoom**](https://automatorplugin.com/share/zoom/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Slack**](https://automatorplugin.com/share/slack/) and more! ## **Connect WP Charitable to BuddyBoss: Step-by-Step** Now that you have Uncanny Automator installed on your WordPress website, let’s take a look at creating our first WP Charitable and BuddyBoss integration. ### **Add WP Charitable Donors to BuddyBoss Groups** Our first Automator recipe to connect WP Charitable to BuddyBoss is one you can recreate with the free version of Automator. [![connect-wp-charitable-to-buddyboss-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-1-1024x578.png "connect-wp-charitable-to-buddyboss-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-1.png) In the recipe pictured above, we’re able to add a WordPress user to a BuddyBoss group when they make a donation. Follow the steps below to recreate this recipe yourself! **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add WP Charitable Donor to BuddyBoss Group”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Charitable**. [![charitable-integration](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-integration.png "charitable-integration")](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-integration.png) From the dropdown list that appears, select *A user makes a donation*. [![charitable-trigger-a-user-makes-a-donation](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-trigger-a-user-makes-a-donation-1024x213.png "charitable-trigger-a-user-makes-a-donation")](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-trigger-a-user-makes-a-donation.png) Your *Trigger* panel should look like this: ![charitable-trigger-a-user-makes-a-donation-live](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-trigger-a-user-makes-a-donation-live-1024x326.png "charitable-trigger-a-user-makes-a-donation-live") **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **BuddyBoss**. [![automator-integration-buddyboss](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png "automator-integration-buddyboss")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png) From the dropdown list that appears, select *Add the user to a group*. [![buddyboss-action-add-the-user-to-a-group](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-add-the-user-to-a-group-1024x440.png "buddyboss-action-add-the-user-to-a-group")](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-add-the-user-to-a-group.png) Automator will prompt you to select one of your BuddyBoss groups. Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![buddyboss-action-add-the-user-to-a-group-live](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-add-the-user-to-a-group-live-1024x414.png "buddyboss-action-add-the-user-to-a-group-live")](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-add-the-user-to-a-group-live.png) **Step 5: Go Live!** You’re just about ready to connect WP Charitable to BuddyBoss. First, set the *Total times* to “1”. This will ensure that the recipe only runs once per user. Next, toggle the recipe from *Draft* to *Live*. [![automator-recipe-box-total-times-1-live](https://automatorplugin.com/wp-content/uploads/2024/12/automator-recipe-box-total-times-1-live.gif "automator-recipe-box-total-times-1-live")](https://automatorplugin.com/wp-content/uploads/2024/12/automator-recipe-box-total-times-1-live.gif) And that’s it! You’ve just connected WP Charitable to BuddyBoss. If you’re using the Pro version of Automator, you can expand your online charitable community even further. Automator Pro allows you to create WordPress users right within recipes, as pictured in the recipe below. [![connect-wp-charitable-to-buddyboss-recipe-1-pro](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-1-pro-1024x766.png "connect-wp-charitable-to-buddyboss-recipe-1-pro")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-1-pro.png) We’ve only just scratched the surface of what Automator can do with WP Charitable and BuddyBoss. From here on out, we’ll be showing you how much more giving is possible with Automator Pro. So, if you haven’t yet, [**grab your Automator Pro license and follow along >>>**](https://www.automatorplugin.com/pricing) ### **Engage Recurring Donors with BuddyBoss Forums** Now that you’ve gotten the hang of creating Automator recipes that connect WP Charitable to BuddyBoss, let’s take a look at some more advanced recipes. But don’t worry—they’re just as easy to create. [![connect-wp-charitable-to-buddyboss-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-2-1024x770.png "connect-wp-charitable-to-buddyboss-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-2.png) In the recipe pictured above, we’re able to add recurring donors to a BuddyBoss forum. This way, our most dedicated donors can keep up with updates, progress, important notices, compelling discussions on issues they care about, and more. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add Recurring Donors to Forums”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Charitable**. From the dropdown list that appears select *A recurring donation to a campaign is made*. [![charitable-trigger-a-recurring-donation-to-campaign-is-made](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-trigger-a-recurring-donation-to-campaign-is-made-1024x437.png "charitable-trigger-a-recurring-donation-to-campaign-is-made")](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-trigger-a-recurring-donation-to-campaign-is-made.png) Automator will prompt you to select a WP Charitable campaign. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![charitable-trigger-a-recurring-donation-to-campaign-is-made-live](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-trigger-a-recurring-donation-to-campaign-is-made-live-1024x310.png "charitable-trigger-a-recurring-donation-to-campaign-is-made-live")](https://automatorplugin.com/wp-content/uploads/2024/12/charitable-trigger-a-recurring-donation-to-campaign-is-made-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **BuddyBoss**. From the dropdown list that appears, select *Subscribe the user to a forum*. [![buddyboss-action-subscribe-the-user-to-a-forum](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-subscribe-the-user-to-a-forum-1024x437.png "buddyboss-action-subscribe-the-user-to-a-forum")](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-subscribe-the-user-to-a-forum.png) Automator will present you with a modal, informing you that user data is required to complete the action. In the modal, click **Set user data**. At the top of the *Actions* panel, click **New user**. [![automator-actions-will-be-run-on-new-user](https://automatorplugin.com/wp-content/uploads/2024/12/automator-actions-will-be-run-on-new-user-1024x384.png "automator-actions-will-be-run-on-new-user")](https://automatorplugin.com/wp-content/uploads/2024/12/automator-actions-will-be-run-on-new-user.png) Automator will then present you with a form to fill out the new user’s data. We will fill out these fields using *tokens* (i.e., dynamic data from your WordPress website and from within recipes). To use a token, click the **Asterisk** and select the corresponding token. You can search for a token to speed up the process. [![wp-charitable-tokens-donor-email-donor-name](https://automatorplugin.com/wp-content/uploads/2024/12/wp-charitable-tokens-donor-email-donor-name.gif "wp-charitable-tokens-donor-email-donor-name")](https://automatorplugin.com/wp-content/uploads/2024/12/wp-charitable-tokens-donor-email-donor-name.gif) Fill out the remaining fields to best suit your own workflows. Once you’re finished, click **Save**. The top of your *Actions* panel should now look something like this: [![automator-actions-will-be-run-on-new-user-live](https://automatorplugin.com/wp-content/uploads/2024/12/automator-actions-will-be-run-on-new-user-live-1024x372.png "automator-actions-will-be-run-on-new-user-live")](https://automatorplugin.com/wp-content/uploads/2024/12/automator-actions-will-be-run-on-new-user-live.png) Return to your BuddyBoss action and select the forum(s) to which you would like to add these new recurring donors. [![automator-action-buddyboss-forum-selection](https://automatorplugin.com/wp-content/uploads/2024/12/automator-action-buddyboss-forum-selection-1024x512.png "automator-action-buddyboss-forum-selection")](https://automatorplugin.com/wp-content/uploads/2024/12/automator-action-buddyboss-forum-selection.png) Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![buddyboss-action-subscribe-the-user-to-a-forum-live](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-subscribe-the-user-to-a-forum-live-1024x714.png "buddyboss-action-subscribe-the-user-to-a-forum-live")](https://automatorplugin.com/wp-content/uploads/2024/12/buddyboss-action-subscribe-the-user-to-a-forum-live.png) **Step 5: Go Live!** All you have to do now is toggle the recipe from *Draft* to *Live*. But your community-building automations shouldn’t end there. If one of your donors cancels their recurring payments to a campaign, Automator can unsubscribe them from the BuddyBoss forum. [![connect-wp-charitable-to-buddyboss-recipe-2-unsubscribe](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-2-unsubscribe-1024x740.png "connect-wp-charitable-to-buddyboss-recipe-2-unsubscribe")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-2-unsubscribe.png) This ensures that your donors are always engaged with the communities closest to their hearts—and wallets! Want to get to know your donors a little better? Automator’s [User Lists](https://automatorplugin.com/user-lists-addon), [Custom User Fields](https://automatorplugin.com/custom-user-fields-addon), and [Restrict Content](https://automatorplugin.com/restrict-content-addon) addons can help you keep track of your donors by campaign, dollar value, and… well, anyway you want! These powerful addons are FREE with the Automator Pro – Plus and Pro – Elite licenses. [**Upgrade to get free addons >>>**](https://www.automatorplugin.com/pricing) ### **Shoutout and Celebrate Your Biggest Donors** Creating an online charitable community with WP Charitable and BuddyBoss is all about spreading the love. So, why not show your biggest donors some appreciation? [![connect-wp-charitable-to-buddyboss-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-3-1024x673.png "connect-wp-charitable-to-buddyboss-recipe-3")](https://automatorplugin.com/wp-content/uploads/2024/12/connect-wp-charitable-to-buddyboss-recipe-3.png) With the recipe pictured above, we’re able to make a post to a BuddyBoss group’s activity stream whenever one of our donors makes a large contribution. This kind of social reinforcement and recognition is sure to boost our charitable community’s engagement. But… in case a shoutout won’t do, we’ve added a second action to this recipe. If a donor’s contribution meets a specific threshold, we will generate and email a WooCommerce coupon code directly to their inbox. So it’s true—what goes around, comes around! ## **Frequently Asked Questions** **Can I connect WP Charitable to BuddyBoss for free?** Yes, you can! Uncanny Automator’s free version allows you to create recipes that integrate WP Charitable and BuddyBoss. With the free plan, you can automate workflows like adding donors to BuddyBoss groups or sending notifications. However, upgrading to Automator Pro unlocks countless more triggers and actions, advanced features, and unlimited credits for app integrations. **What are the benefits of connecting WP Charitable to BuddyBoss?** Connecting WP Charitable to BuddyBoss helps you create a vibrant online community. You can automatically add donors to exclusive groups or forums, celebrate donations with social posts in activity streams, engage recurring donors with special offers, and more. This integration enhances user engagement and simplifies donation management. **Do I need coding skills to integrate WP Charitable and BuddyBoss?** Not at all! Uncanny Automator is a no-code plugin designed for ease of use. Its intuitive interface allows you to create automations (called recipes) with just a few clicks. Whether you’re a beginner or an experienced WordPress user, Automator makes integration simple. **Can Automator handle large-scale donations and community interactions?** Absolutely! Uncanny Automator is built for scalability. Whether you’re managing a handful of donors or thousands, its robust features like *Loops*, bulk data management, and custom user fields ensure your workflows run smoothly. ## **Conclusion** See how simple that was? Connecting WP Charitable to BuddyBoss using Uncanny Automator is the perfect way to bring donations and community engagement together on your WordPress website. By automating these aspects of your WordPress website, you can focus on what really matters: building a vibrant charitable community and supporting the causes you care about most. With the recipes and examples shared in this post, you now have everything you need to create a powerful platform that not only encourages generosity but also fosters meaningful connections between your members and donors. Whether it’s welcoming new donors to exclusive groups, engaging recurring contributors in forums, or celebrating your biggest supporters in activity streams, Uncanny Automator makes it all possible—and effortless. So, what are you waiting for? Start building your online charitable community! [**Download Uncanny Automator now and let the giving begin >>>**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Introducing the Recipe Template Library for WordPress Automation](https://automatorplugin.com/recipe-template-library-wordpress-automation/) **Published:** November 26, 2024 **Author:** Ryan Moore **Content:** The latest version of [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is here, and it’s packed with features that will make automating your WordPress workflows faster and easier than ever. Leading the list of new features in Automator 6.1 is the **Recipe Template Library**, designed to take the guessing out of creating powerful automations—especially for new users. Even seasoned Automator Pro users are likely to discover some new recipe ideas in our recipe templates! ### The Recipe Template Library: Automation, simplified We know that getting started with automation can sometimes feel feel like learning a new language, especially if you haven’t used integration tools like [Zapier](https://automatorplugin.com/integration/zapier/) and [Make](https://automatorplugin.com/integration/make/). That’s why the Uncanny team has added a brand-new **Recipe Templates** section to Automator that put dozens of ready-made automations at your fingertips. It’s all organized by category and integration, so you can find the right recipes to help launch automations on your site. [![Recipe template library](https://automatorplugin.com/wp-content/uploads/2024/11/Recipe-templates-1024x642.png)](https://automatorplugin.com/wp-content/uploads/2024/11/Recipe-templates.png) To use a template, simply click it in the grid. You’ll see details about what it does, which recipe type it is, the integrations involved, etc. If a recipe template needs any integrations that aren’t connected or active, Automator will even help you get them set up so that you can start using the recipe right away! [![Recipe template details](https://automatorplugin.com/wp-content/uploads/2024/11/Recipe-template-details-1024x718.png)](https://automatorplugin.com/wp-content/uploads/2024/11/Recipe-template-details.png) No more staring at a blank recipe builder waiting for inspiration to hit! The **Recipe Template Library** jumpstarts your automation journey, making it easier to explore what Uncanny Automator can do while building automation. ### New features and improvements But wait, there’s more! The free release of Uncanny Automator 6.1 also introduces exciting updates to some of our existing integrations, giving you even more ways to connect your favourite tools. [MemberPress](https://automatorplugin.com/integration/memberpress/) adds the following triggers: - A user is added to a membership - A user is removed from a one-time subscription product - A user is removed from a recurring subscription product The new triggers allow new ways to onboard your users and support them through an exit, so you can build complex automations that might involve adding or removing users from courses, managing their CRM tags and more. [Uncanny Codes](https://automatorplugin.com/integration/uncanny-codes/) adds 1 new action: - Remove a number of unused codes from a batch Maybe you need to do some code cleanup; this new action will make it easy to cull codes that haven’t yet been redeemed from a batch. Beyond new triggers and actions, our [WhatsApp integration](https://automatorplugin.com/integration/whatsapp/) now supports an extra user-agent record for more reliable webhook validation. Ready to get started? Install or update Uncanny Automator to version 6.1 from [WordPress.org](https://wordpress.org/plugins/uncanny-automator/) first, then look for the new **Recipe templates** menu under *Automator* in /wp-admin/. Full details about the new release are in the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Recipe Ideas --- ### [The Best Black Friday WordPress Deals in 2024 — Save BIG!](https://automatorplugin.com/best-black-friday-wordpress-deals-2024/) **Published:** November 19, 2024 **Author:** Brendan Da Costa **Content:** *Don’t miss these limited-time opportunities to upgrade your site!* *Get the best Black Friday WordPress deals of 2024. Save up to 70% on essential plugins like LearnDash, WPForms, BuddyBoss, and more.* [![best-black-friday-wordpress-deals-2024-featured-image](https://automatorplugin.com/wp-content/uploads/2024/11/best-black-friday-wordpress-deals-2024-featured-image.png "best-black-friday-wordpress-deals-2024-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/11/best-black-friday-wordpress-deals-2024-featured-image.png) It’s that time of year again! **Black Friday** is back, and with it comes the chance to supercharge your WordPress site for a fraction of the usual cost. From creating powerful learning platforms with **LearnDash** to building immersive member communities with **BuddyBoss**, these deals will give you everything you need to transform your website into the powerhouse it was always meant to be—without blowing your budget. But don’t worry about scouring the web for the best deals. We’ve done the hard work for you. Below, you’ll find an exclusive lineup of discounts on the best WordPress plugins, complete with all the juicy details so you can make the best choice for your site. These discounts are huge (we’re talking up to 70% off!), but only for a limited time. So, get ready to mark some dates in your calendar and start planning which plugins you want to snap up this Black Friday. Ready to dive in? Let’s take a look at the best deals that will give your WordPress site a serious upgrade this Black Friday! **TLDR? Too excited to save? We get it. Get the must-know details in the accordion below or keep scrolling for a deeper dive into these awesome plugins.** [**Uncanny Automator**](https://automatorplugin.com/black-friday) **up to 50% off** (Nov. 25 to Dec. 2) Automator is #1 automation and integration tool for WordPress websites—and now it’s the cheapest! Connect your favorite apps and plugins, automate workflows, and (most importantly) save money. Integrate anything so you can automate everything this Black Friday. [**Save on Automator >>>**](https://automatorplugin.com/black-friday) [**LearnDash**](https://automatorplugin.com/share/learndash) **40% off** (Nov. 27 to Dec. 3) The most comprehensive LMS for WordPress just got cheaper—40% cheaper, to be exact. LearnDash powers everything from human resource training and development programs to multinational educational institutions. Create, manage, and sell courses with advanced features at a fraction of the usual cost this Black Friday. [**Save on LearnDash >>>**](https://automatorplugin.com/share/learndash) **[**LifterLMS**](https://automatorplugin.com/share/lifterlms/) **60% off**** (Nov. 1 to Dec. 2) LifterLMS is a simple, lightweight (but surprisingly powerful) learning management system designed to help you build, market, and manage your online courses. From coaching programs to full academic curriculums, LifterLMS makes it easy to teach anything online. And now it’s 60% off! Use Coupon Code: BLACKFRIDAY24 at checkout. [**Save on LifterLMS >>>**](https://automatorplugin.com/share/lifterlms/) **[**Gravity Forms**](https://automatorplugin.com/share/gravityforms) **50% off**** (Nov. 25 to Dec. 3) The most advanced form builder for WordPress, Gravity Forms offers robust customization, conditional logic, and powerful integrations. Perfect for everything from simple forms to complex workflows. This is data capture at its best—and cheapest! [**Save on Gravity Forms >>>**](https://automatorplugin.com/share/gravityforms) **[**WPForms**](https://automatorplugin.com/share/wpforms) **up to 70% off**** (Nov. 25 to Nov. 29) The beginner-friendly form builder for WordPress, WPForms offers drag-and-drop simplicity with powerful features. Create contact forms, surveys, payment forms, and more in minutes. This Black Friday, you can get these powerful features 70% off their regular price. Where do we sign up? [**Save on WPForms >>>**](https://automatorplugin.com/share/wpforms) **[**FluentCRM**](https://automatorplugin.com/share/fluentcrm/) **40% off**** (Now – Dec. 9) The email marketing automation tool built for WordPress, FluentCRM lets you manage subscribers, send campaigns, and automate follow-ups—all from your WordPress dashboard. Take control of your email marketing with FluentCRM this Black Friday. [**Save on FluentCRM>>>**](https://automatorplugin.com/share/fluentcrm/) **[**Paid Memberships Pro**](https://automatorplugin.com/share/pmpro)** **50% off** (Now to Dec. 3) A powerful solution for creating and managing membership sites, Paid Memberships Pro offers flexible membership levels, content protection, and recurring payments. This Black Friday is your opportunity to grow your community and monetize your content. [**Save on Paid Memberships Pro >>>**](https://automatorplugin.com/share/pmpro) **[**WPFusion**](https://automatorplugin.com/share/wpfusion) **30% off**** (Nov. 29 to Dec. 2) Marketing automation gets a whole lot easier with WPFusion. Tag users, set up abandoned cart workflows, and more to connect with your customers like never before. This plugin can help you boost your sales, and it won’t ever cost you so little. [**Save on WPFusion >>>**](https://automatorplugin.com/share/wpfusion) **[**The Events Calendar**](https://automatorplugin.com/share/the-events-calendar) **40% off**** (Nov. 26 to Dec. 3) The go-to plugin for event management on WordPress, The Events Calendar simplifies organizing, marketing, and managing events. It’s the perfect tool for your virtual and in-person events—and now it’s the cheapest it will ever be. [**Save on The Events Calendar >>>**](https://automatorplugin.com/share/the-events-calendar) [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) **up to 60% off** (Nov. 25 to Dec. 2) If you’re looking to build an online community that brings people together, BuddyBoss is the plugin you need. With a simple course builder, community forums, detailed user profiles, and more, BuddyBoss has everything you need to create a virtual campus for your LMS or hangout rooms for your members. [**Save on BuddyBoss >>>**](https://automatorplugin.com/share/buddyboss/) **[**Bonus**](https://www.uncannyowl.com/black-friday)**: Up to 60% off these e-learning addons…**** If you’re running a LearnDash website, this is your chance to upgrade your e-learning platform with the most trusted third-party addons in the LMS space. From enhanced reports, to more flexible and dynamic groups, these are must-have features for any LearnDash website. [**Save on Uncanny Owl LD Addons >>>**](https://www.uncannyowl.com/black-friday) ## **Our Line-Up of Irresistible Black Friday WordPress Deals** Want to know a bit more about the plugins with the best Black Friday deals? Let’s look a little deeper. ### 1. [Uncanny Automator](https://automatorplugin.com/black-friday) Uncanny Automator is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions, you can **connect all of your favorite apps and plugins**. Want to create users from a form submission? Send Slack notifications from activity in your ecommerce or e-learning platform? How about drafting blog posts, emails, replies, and page copy with OpenAI? Or maybe you’d like to connect your WordPress website to Google Sheets? Or another website? Automator can do it all—and then some. [![](https://automatorplugin.com/wp-content/uploads/2024/11/2024-Banners-Coming-soon-1024x373.png "2024 - Banners - Coming soon")](https://automatorplugin.com/wp-content/uploads/2024/11/2024-Banners-Coming-soon.png) Once you get the hang of Automator’s core functionalities (which, thanks to a user-friendly interface, won’t take much time), you can start to explore some of Automator’s more advanced features. With Automator and its growing list of powerful addons, you can turn your WordPress website into: - a self-contained WordPress CRM, - a full-suite membership plugin, - a social media plugin, - a lightweight gamification plugin, - and… well, basically anything you can cook up! That’s why we call Uncanny Automator the “**everything plugin**”! Think of Automator as your website’s happy helper, ready to take on any task you give it. Efficient, effective, and affordable—and not just because of our Black Friday discounts. Automator doesn’t charge per automation fees, meaning the more you automate and integrate, the more you save. Now, typically, here at Uncanny Owl, we’re used to cooking up irresistible *recipes* (i.e., tasty time saving automations). But, for Black Friday, we’re adding another ingredient to the mix: discounts! This Black Friday, you can look forward to… **Pro Basic** (1 site) 25% off (Reg. $199, now $149) (standard intro discount) **Pro Plus** (10 sites + Addons) 43% off (Reg. $349, now $199) **Pro Elite** (50 sites + Addons) 50% off (Reg. $599, now $299) [**Ready for “uncanny” savings? Your DISCOUNTED Automator Pro license awaits >>>**](https://automatorplugin.com/black-friday) ### 2. [LearnDash](https://automatorplugin.com/share/learndash) LearnDash is the leading LMS for WordPress websites, bringing everything course creators need to build an engaging e-learning experience from the ground up… and in a dash. With powerful tools and a simple setup, LearnDash is trusted by educators, training organizations, and businesses alike. From onboarding wizards and pre-built templates to a drag-and-drop course builder, LearnDash makes course creation intuitive for both beginners and experts. Whether you’re running a corporate training program or launching an online academy, LearnDash has flexible options like prerequisites, subscription models, and an AI-powered quiz builder to help you design exactly the right course experience. [![learndash homepage](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage-1024x539.png "learndash-homepage")](https://automatorplugin.com/wp-content/uploads/2024/11/lifterlms-2024-black-friday-1600x900-kim.png) On the learner side, the features are just as rich. Focus Mode minimizes distractions, video progression keeps learners on track, and gamification elements like badges and certificates make learning rewarding and fun. With each course, students can access a sleek profile dashboard to manage their progress, making for a seamless, motivating experience. LearnDash combines simplicity with depth, making it ideal for educators, coaches, and institutions of all kinds. And with a **40% Black Friday discount** from November 27 to December 3, it’s the perfect time to transform your site into a dynamic learning platform. [**Get smart and save with LearnDash this Black Friday >>>**](https://automatorplugin.com/share/learndash) [↓ Looking for more LearnDash savings? Jump down for a bonus discount on must-have LearnDash addons. ↓](#uncanny-owl) ### 3. [LifterLMS](https://automatorplugin.com/share/lifterlms/) Need a lift for your online courses? LifterLMS is the ultimate one-stop shop for e-learning on WordPress, designed to support everyone from freelance topic experts to corporate trainers. With powerful course-building tools, LifterLMS lets you create, market, and manage online courses that keep learners coming back. This versatile LMS plugin has all the features you need to make your content soar: drip-fed lessons, prerequisites, and multimedia modules help you craft a truly dynamic experience. And engagement? LifterLMS has you covered with gamification elements like badges, certificates, and achievement emails to keep students motivated. [![lifterlms-2024-black-friday-1600x900-kim](https://automatorplugin.com/wp-content/uploads/2024/11/lifterlms-2024-black-friday-1600x900-kim-1024x576.png "lifterlms-2024-black-friday-1600x900-kim")](https://automatorplugin.com/wp-content/uploads/2024/11/lifterlms-2024-black-friday-1600x900-kim.png) On the business side, LifterLMS offers flexible payment options, from one-time fees to memberships and subscriptions, making it easy to monetize your knowledge. Plus, it integrates smoothly with popular marketing tools to help your courses reach a wider audience. This Black Friday, give your e-learning platform the boost it deserves with **60% off LifterLMS**. Get ready to take your courses to new heights! [**Take off with LifterLMS >>>**](https://automatorplugin.com/share/lifterlms/) Don’t forget to use coupon code: BLACKFRIDAY24 at checkout. This sale is already live! ### 4. [Gravity Forms](https://automatorplugin.com/share/gravityforms) As the name suggests, Gravity Forms is the form builder that takes your data collection to new heights. With all of the features that you could wish for—from simple contact forms to complex multi-page forms—Gravity Forms offers limitless customization. This powerful plugin is designed for users who want to collect, secure, and analyze data without limits. [![gravity-forms-black-friday](https://automatorplugin.com/wp-content/uploads/2024/11/gravity-forms-black-friday-1024x443.png "gravity-forms-black-friday")](https://automatorplugin.com/wp-content/uploads/2024/11/gravity-forms-black-friday.png) With features like conditional logic, file uploads, and notifications, Gravity Forms can handle any scenario. Customer feedback and lead generation? Check. Event registrations and surveys? Easy. Embedded contact forms and GDPR compliance? Of course! If you’re looking to capture data like never before, Gravity Forms lets you do it with ease, elegance, and full control. And this Black Friday, you can get started with Gravity Forms at **50% off**—because who says powerful tools have to weigh down your budget? [**Defy gravity this Black Friday >>>**](https://automatorplugin.com/share/gravityforms) ### 5. [WPForms](https://automatorplugin.com/share/wpforms) This Black Friday is your chance to get your WordPress website in form—WPForms form, that is. With a drag-and-drop interface, this beginner-friendly plugin is designed to make form-building a breeze. But don’t let WPForms’ simplicity fool you; this plugin packs some powerful features into its .zip file. [![](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage-1024x507.png "wpforms-homepage")](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage.png) With WPForms, you can create everything from contact forms and payment forms to surveys and polls. And if you don’t have the time to design forms yourself, WPForms has a template for just about everything you could wish for in a form-builder. From menu orders to GDPR compliance, WPForms has it all. And for those who want more, WPForms offers advanced options like conditional logic, spam protection, and smart integrations with popular email marketing and payment platforms. It even has an AI-powered template feature to help you create and customize the form you’re looking for! Now, we would understand if you thought that all of these features must come with a heavy price tag. But, believe it or not, WPForms has the **DEEPEST DISCOUNT** of any plugin on this list. From November 25 to November 29, you can **save up to 70%** on this all-powerful form-building plugin. [**Get your WordPress website into form this Black Friday >>>**](https://automatorplugin.com/share/wpforms) ### 6. [FluentCRM](https://automatorplugin.com/share/fluentcrm/) Looking to get fluent in email marketing this Black Friday? FluentCRM speaks your language! Built specifically for WordPress, FluentCRM allows you to manage subscribers, create email campaigns, and streamline customer engagement—all from within your dashboard. No third-party tools needed! [![fluentcrm-black-friday-2024](https://automatorplugin.com/wp-content/uploads/2024/11/fluentcrm-black-friday-2024-1024x536.png "fluentcrm-black-friday-2024")](https://automatorplugin.com/wp-content/uploads/2024/11/fluentcrm-black-friday-2024.png) With segmentation, tagging, and detailed analytics, FluentCRM lets you send personalized messages that hit the mark. Automate everything from welcome emails and drip campaigns to follow-ups and re-engagement messages, and track the results in real-time. Plus, FluentCRM’s seamless integration with popular plugins means you can connect it directly with your site’s e-commerce, LMS, and form plugins for powerful, targeted campaigns. Whether you’re reaching out to new customers or nurturing existing ones, FluentCRM keeps things efficient and organized. And at **40% off this Black Friday**, it’s the perfect time to master your email marketing without breaking the bank. [**Get fluent(CRM) with your audience >>>**](https://automatorplugin.com/share/fluentcrm/) ### 7. [Paid Memberships Pro](https://automatorplugin.com/share/pmpro) Building a professional members only space this Black Friday? Paid Memberships Pro lets you build the membership website you’ve been dreaming of—like a pro. PMP is both flexible and powerful, delivering the essential features needed to turn any WordPress website into an immersive membership experience. Create unlimited membership levels, restrict content at will, and manage recurring payments with ease. [![paid-memberships-pro-homepage](https://automatorplugin.com/wp-content/uploads/2024/11/paid-memberships-pro-homepage-1024x687.png "paid-memberships-pro-homepage")](https://automatorplugin.com/wp-content/uploads/2024/11/paid-memberships-pro-homepage.png) Whether you’re setting up a small community or a large premium content platform, Paid Memberships Pro has you covered. With a range of built-in add-ons, you can extend your site’s functionality to include everything from content dripping and email notifications to social logins and affiliate tracking. PMP integrates seamlessly with popular payment gateways and CRMs, letting you run a membership site with ease. This Black Friday, upgrade to a pro-level membership site at a fraction of the cost. Paid Memberships Pro is **50% off, now until December 3**. [**Build the membership site you’ve always dreamed of >>>**](https://automatorplugin.com/share/pmpro) ### 8. [WPFusion](https://automatorplugin.com/share/wpfusion) Looking for a spark to ignite your WordPress website’s marketing fuse? WPFusion is the match you’ve been looking for. This plugin syncs your WordPress site with your CRM to create seamless, data-driven automated marketing workflows. With WPFusion, you can tag users based on their behavior, send targeted campaigns, and set up advanced automations—all without leaving WordPress. [![wpfusion-black-friday-homepage](https://automatorplugin.com/wp-content/uploads/2024/11/wpfusion-black-friday-homepage-1024x545.png "wpfusion-black-friday-homepage")](https://automatorplugin.com/wp-content/uploads/2024/11/wpfusion-black-friday-homepage.png) WPFusion’s robust integration options let you “fuse” the content management power of WordPress with the marketing power of CRMs like HubSpot, Salesforce, and ActiveCampaign. Taking control of user engagement, personalizing your communications, and crafting your brand voice is easiest with WPFusion. Imagine setting up automated email sequences, abandoned cart reminders, or personalized content delivery—all based on real-time user actions. That’s the power of WPFusion. This Black Friday, electrifying your email marketing with WPFusion won’t shock your wallet—it’s **30% off between November 29 and December 2**. [**Plug in with WPFusion and watch the email sparks fly >>>**](https://automatorplugin.com/share/wpfusion) ### 9. [The Events Calendar](https://automatorplugin.com/share/the-events-calendar) With so many Black Friday deals on WordPress plugins, you’ll need a calendar to remember them all. Oh, wait. There’s a plugin for that too—The Events Calendar! Creating, managing, and marketing unforgettable events is easiest with The Events Calendar. It’s the go-to plugin for organizing, marketing, and managing events on your WordPress website. [![the-events-calendar-homepage](https://automatorplugin.com/wp-content/uploads/2024/11/the-events-calendar-homepage-1024x580.png "the-events-calendar-homepage")](https://automatorplugin.com/wp-content/uploads/2024/11/the-events-calendar-homepage-1024x580.png) Whether you’re planning virtual conferences, local meetups, or multi-day festivals, The Events Calendar keeps your attendees in the loop with a sleek, professional calendar view. From customizable event pages and ticketing options to recurring events and RSVP tracking, this plugin makes event management feel effortless. Plus, with integration options for social sharing and email marketing, promoting your events has never been easier. Your attendees can browse events, register, and get reminders, making each event a seamless experience. And this Black Friday, you can upgrade your events game with a **40% discount**—active from November 26 to December 3. [**Save the date with The Events Calendar >>>**](https://automatorplugin.com/share/the-events-calendar) ### 10. [BuddyBoss](https://automatorplugin.com/share/buddyboss/) Turn your WordPress site into the ultimate social destination with BuddyBoss! This community-building powerhouse lets you create a dynamic, interactive platform where users can connect, engage, and learn together. BuddyBoss is perfect for anyone building a membership site, online course, or social network. [![buddyboss-black-friday](https://automatorplugin.com/wp-content/uploads/2024/11/buddyboss-black-friday-1024x609.png "buddyboss-black-friday")](https://automatorplugin.com/wp-content/uploads/2024/11/buddyboss-black-friday.png) With BuddyBoss, your site transforms into a full-featured community hub complete with forums, social groups, private messaging, and activity feeds. Add custom branding, mobile app support, and integrations with popular LMS plugins like LearnDash, and you have a site that’s as immersive as it is functional. BuddyBoss also allows for gamification, so you can keep users engaged with achievements, points, and badges. Plus, it’s mobile-responsive, so your community members can connect anytime, anywhere. This Black Friday, BuddyBoss has made it even easier for you to gather your community members online with **up to 60% off**! And they’re just getting warmed up. To make things even easier and more engaging, this sales season, **BuddyBoss is launching the BuddyBoss App Lite**, described as “a streamlined app designed exclusively for delivering courses and quizzes”. These incredible discounts and promotional new features are only available to December 2, with some extended sales going through to midnight on December 3. [**Create the community you crave—and save—with BuddyBoss >>>**](https://automatorplugin.com/share/buddyboss/) ### Bonus: [Uncanny Owl](https://www.uncannyowl.com/black-friday) Sick of savings? No? Neither are we. If you’re running a LearnDash website—or planning on running one as soon as you grab that 40% discount—you’ll want these powerful third-party addons at your side. - **Uncanny Toolkit and Toolkit Pro:** Add more functionality to your LearnDash LMS with learner transcripts and time tracking, to group branding, and microlearning single page courses. If you’ve ever said, “Man, I wish LearnDash could…,” then grab Toolkit Pro and turn “could” into “can”! - **Tin Canny Reporting:** The most comprehensive reporting tool for LearnDash with SCORM and xAPI support. Make data-driven decisions about your content with all kinds of data, from granular reporting on quiz questions to macro-level course reports. - **Uncanny Groups:** Educational institutions and training and development organizations alike will appreciate this addon. Enhance LearnDash groups with frontend reporting, progress overrides, and more control for group leaders. - **Uncanny Codes:** Generate codes for learners to simplify and streamline registration, enrollment, and user management. Pair this with Uncanny Groups to make managing group registration even easier and more autonomous. - **Uncanny Continuing Education Credits:** Building out a comprehensive curriculum? This is the addon that allows you to assign credit values, set rollover dates (great for compliance training), store permanent records, and much more. Upgrading your LearnDash website has never been cheaper. From November 25 to December 2, you can **save as much as 60%** on these addons and create a fully-customizable e-learning experience. [**Get as much as 60% off these powerful addons >>>**](https://www.uncannyowl.com/black-friday) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins --- ### [The Top Tutor LMS Automations to Easily Enhance e-Learning Engagement](https://automatorplugin.com/tutor-lms-automations-to-enhance-e-learning-engagement/) **Published:** November 13, 2024 **Author:** Brendan Da Costa **Content:** *From gamification to personalized learning journeys, these Tutor LMS automations are guaranteed to enhance your e-learning engagement.* [![tutor-lms-automations-to-e-learning-engagement-featuerd-image](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-automations-to-e-learning-engagement-featuerd-image.png "tutor-lms-automations-to-e-learning-engagement-featuerd-image")](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-automations-to-e-learning-engagement-featuerd-image.png) Let’s face it: e-learning engagement is a challenge. Sometimes, short of actually gluing your learners to their chairs, it can feel like you don’t have any options but to watch hopelessly as they drift off into digital cyberspace. But don’t worry. We have some strategies for roping those space cadets and getting them back to their learning terminal. Whether you’re running human resource training and development programs within your organization or heading up an online university, automating your [**Tutor LMS**](https://automatorplugin.com/share/tutorlms/) site can boost your engagement numbers. In this post, we’ll introduce you to [**Uncanny Automator**](https://www.automatorplugin.com/pricing) (a.k.a., the best teaching assistant for Tutor LMS) and show you some powerful e-learning automations for enhancing engagement. ## **How Automation Enhances e-Learning Student Engagement** Keeping students engaged isn’t just about boosting their grades—it’s about improving retention, fostering community, and enhancing the user experience. **Higher engagement leads to**… - **Higher course completion rates:** Students who feel connected are more likely to hit their milestones, complete their courses, and graduate from their programs. - **Better knowledge retention:** Engaged students retain more of the information that they learn, the ultimate goal of any e-learning program. - **Increased satisfaction and loyalty:** Engaged learners are likelier than not to have a positive experience, building a sense of community, belonging, and loyalty. - **Longer-lasting enrollment:** Students who receive greater amounts of support and encouragement are likelier than not to return for future learning experiences. But if there are all of these benefits to e-learning engagement, then why is it so difficult to keep learners from dropping out and slipping off into cyberspace? In three words: facts, forgetfulness, and fatigue. - **Facts:** Engagement metrics aren’t always easy to collect and analyze. Identifying active and inactive students, and understanding the level of engagement for each can be hard without the right tools. - **Forgetfulness:** With remote learning, it’s challenging to keep students consistently engaged throughout the course. Without regular face-to-face interactions, both learners and educators can become forgetful of assignment deadlines or important communications. - **Fatigue:** Many students experience screen fatigue or are easily distracted when online. Unlike in physical classrooms, instructors have limited control over students’ focus and environment, making it tough to keep them actively engaged in learning sessions. So you see, keeping students motivated in an online learning platform is a challenge for all e-learning administrators and instructors—especially when you’re not there to see if they’ve started drawing doodles in their notebooks. But this is where automation steps in as the virtual teaching assistant who can keep an eye on your learners through their monitors… Wait, that sounded a little creepy. Let’s try it again. With e-learning automation tools such as [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can monitor your learners’ engagement to ensure that they are meeting their targets and getting value from your content. Here’s how e-learning automation can make a real difference: - **Save time:** Instead of sending reminders or tracking every student’s progress manually, automation takes care of it, freeing up your time to create more, valuable content. - **Maintain contact:** Automated communications (including some AI-generated answers that we’ll show you later) are a surefire way to keep up constant contact with your learners. - **Grow smoothly:** As your student numbers go up, automation scales with you, managing engagement without piling on extra work. - **Provide data and insights:** Automated systems can capture data on student behavior, giving you insights to refine your courses and improve engagement. - **Send timely notifications:** Automated notifications remind students about new content, events, or updates, so they stay informed and feel connected to their learning. - **Personalize the learning journey:** Automating personalized messages based on student progress helps you encourage or redirect them as needed. This personal touch can make all the difference in student commitment. With automation in your e-learning toolkit, you can make sure no student slips through the cracks, creating an online learning experience that’s efficient, engaging, and truly supportive. But, now that you know the value of e-learning automation in enhancing student engagement, the only question is, how do you implement it? ## [Uncanny Automator](https://automatorplugin.com/pricing): the Best Tutor LMS Teaching Assistant If you’ve ever wished that you could hire a TA for each student, then we’re happy to inform you that today is the day! [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is #1 automation and integration tool for WordPress websites, connecting all of your favorite apps and plugins. This makes U-Bot (Automator’s lovable mascot) the ideal teaching assistant for any Tutor LMS website. Need to remind a learner about an approaching deadline? U-Bot drafted the email and sent it out yesterday. Want to reach out to a student after they failed a quiz? U-Bot has compiled a list of remedial content for you to share. Feel like rewarding your best students with more than just a sticker? U-Bot topped up their account with $5 in credit that they can use in your online merch store. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Not entirely convinced that Automator is the TA you’ve been looking for? Here are some of U-Bot’s best qualifications: - **Affordability:** Unlike other automation tools that charge per automation, Automator is built to save you money. Say goodbye to per-automation fees that add up with each student. In other words, the more you automate your e-learning workflows, the more you save. - **Ease of Use:** Automator’s intuitive, click-and-play interface makes setting up automations easy for anyone. No need to be a tech expert—if you can click, you can automate! Plus, U-Bot is seamlessly integrated with your WordPress website, putting all of your data right at your fingertips. - **Scalability:** Whether your virtual classroom has one student or one-hundred, Automator can handle it. With powerful features like [**Post**](https://automatorplugin.com/knowledge-base/post-loops/), [**User**](https://automatorplugin.com/knowledge-base/user-loops/), and [**Token**](https://automatorplugin.com/knowledge-base/token-loops/) Loops, you can manage all of your students in bulk, saving you hours of manual work. And the best part? Your costs stay the same, no matter how much you automate. - **Integrations and Addons:** Automator has [**253 integrations**](https://automatorplugin.com/integrations/) (including Webhooks) so you can replace all of your single-use plugins and reduce the bloatware on your website. Additionally, Automator Plus and Elite licenses come with powerful addons such as the [**User Lists Addon**](https://automatorplugin.com/user-lists-addon/), giving you the power to turn your WordPress website into a self-contained CRM. With Uncanny Automator as your TA, you can focus on creating more informative course content while U-Bot ensures your learners remain fully engaged. [**Ready to hire the best Tutor LMS teaching assistant in all of WordPress? Your Automator Pro license is all you need to enhance your e-learning engagement>>>.**](https://www.automatorplugin.com/pricing) Not sure that you’re ready for an Automator Pro license? No worries. [**Download the FREE**](https://wordpress.org/plugins/uncanny-automator/) forever Automator plugin and register your account for some complimentary app credits. You’ll be able to demo some of these e-learning automations at no cost. ## **Key Tutor LMS Automations to Boost e-Learning Engagement** Now that you have your Automator Pro license, let’s take a look at the best [**Uncanny Automator**](https://www.automatorplugin.com/pricing) recipes for improving e-learning engagement, along with some clear steps for implementing them. ### **1. e-Learning Gamification Automation** You know that app on your phone that you keep opening? The one with a daily challenge and irresistible rewards? We know you know what we’re talking about—we all have those guilty pleasures. Well, the reason you can’t get away from that app is because the designers are using a little hack called “gamification”. Whether it’s daily streaks or in-game rewards such as badges and power-ups, gamification is a powerful tool for fostering habits (a.k.a., building engagement). [![automator-recipe-for-elearning-engagement-elearning-gamification](https://automatorplugin.com/wp-content/uploads/2024/11/automator-recipe-for-elearning-engagement-elearning-gamification-1024x627.png "automator-recipe-for-elearning-engagement-elearning-gamification")](https://automatorplugin.com/wp-content/uploads/2024/11/automator-recipe-for-elearning-engagement-elearning-gamification.png) If you have an ecommerce store attached to your e-learning platform, then you can boost learner engagement with this Automator recipe. After one of our learners completes a lesson, we’re able to reward them with some store credit, incentivizing further engagement. Try out this recipe yourself by following the steps below: 1. Create a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. 2. Name Your Recipe: Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “e-Learning Gamification: Store Credit”. 3. Configure Your Trigger(s): In the *Triggers* panel, select **Tutor LMS**. From the dropdown list that appears, select **A user completes a lesson**. Automator will prompt you to select a *Course* and *Lesson*. Once you’re finished, click **Save**. 4. Configure Your Action(s): In the *Actions* panel, click **Add action** and select **Advanced Coupons**. From the dropdown list that appears, select **Add a specific amount of store credit to the user’s account**. Automator will prompt you to set the *Amount* and the *Activity Description*. Once you’re finished, click **Save**. 5. Go Live: In the *Recipe* box, toggle the recipe from **Draft** to **Live**. Don’t have **[Advanced Coupons](https://automatorplugin.com/share/advanced-coupons/)**? No worries. It’s a great plugin to improve your Woo store, but if you don’t have it, you can still gamify your e-learning website. Simply replace the Advanced Coupons action with **Woo > Generate and email a coupon code**. ### **2. Foster Engagement Through Community** Few things enhance engagement like creating a sense of belonging. When your learners feel that they are part of a broader community, they are far more likely to get and remain engaged. [![tutor-lms-buddyboss-integration-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-buddyboss-integration-recipe-1024x633.png "tutor-lms-buddyboss-integration-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-buddyboss-integration-recipe.png) **[BuddyBoss](https://automatorplugin.com/share/buddyboss/)** is the #1 platform for building social communities on WordPress. And, luckily for you, Automator integrates completely with this social platform. With the recipe pictured above, we’re able to add our learners to a BuddyBoss group whenever they join an associated course. This way, our learners can keep each other accountable—and engaged! Follow these steps to recreate this recipe on your own: 1. Create a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. 2. Name Your Recipe: Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Tutor LMS BuddyBoss Integration”. 3. Configure Your Trigger(s): In the *Triggers* panel, select **Tutor LMS**. From the dropdown list that appears, select **A user is enrolled in a course**. Automator will prompt you to select a *Course*. Once you’re finished, click **Save**. 4. Configure Your Action(s): In the *Actions* panel, click **Add action** and select **BuddyBoss**. From the dropdown list that appears, select **Add the user to a group**. Automator will prompt you to select a *Group*. Once you’re finished, click **Save**. 5. Go Live: In the *Recipe* box, toggle the recipe from *Draft* to *Live*. Want to find more ways to foster community and engagement on your e-learning website? Check out Automator’s [**full list of BuddyBoss triggers and actions**](https://automatorplugin.com/all-triggers-and-actions/)—there are **more than 50**! ### **3. Automated Instructor Notifications** Were you ever the kid in the classroom that raised their hand to ask a question when the teacher’s back was turned? Remember holding your arm up for so long that your shoulder cramped? How motivated were you to ask another question and continue engaging? Probably not very. For e-learners, there is an equally painful experience: posting a question in a course and/or forum then waiting patiently for an instructor’s response. And then waiting some more. And then waiting a while longer… Tutor LMS supports email notifications for instructors and students for various events (course enrollment, quiz submission, etc.). But Automator can expand on those notifications to ensure that your learners never get a virtual shoulder cramp. [![automated-instructor-notifications-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/automated-instructor-notifications-automator-recipe-1024x596.png "automated-instructor-notifications-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/automated-instructor-notifications-automator-recipe.png) The Automator recipe pictured above allows us to send a **Slack** message to a course instructor whenever a learner posts a question in their course. And, because Automator is a deep integration tool, you can include valuable information in the Slack message such as the question itself, the course, the date and time of the message, and more. 1. Create a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. 2. Name Your Recipe: Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Automator Instructor Notifications”. 3. Configure Your Trigger(s): In the *Triggers* panel, select **Tutor LMS**. From the dropdown list that appears, select **A user posts a question in a course**. Automator will prompt you to select a *Course*. Once you’re finished, click **Save**. 4. Configure Your Action(s): In the *Actions* panel, click **Add action** and select **Slack**. From the dropdown list that appears, select **Send a direct message to a Slack user**. Automator will present you with a form to select a *Slack user* and draft your *Message*: 1. Select the Slack user from the dropdown list. 2. Draft your message using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). You can include the “Posted by” and “Question” tokens from the trigger to help your instructor. Once you’re finished, click **Save**. 5. Go Live: In the *Recipe* box, toggle the recipe from *Draft* to *Live*. That’s it! No more raised hands waving around like inflatables at the car dealership. This e-learning automation will help improve engagement. But, we’re sure that your instructors could also use a hand.Prior to sending the Slack message, get **[OpenAI](https://automatorplugin.com/share/openai/)**’s ChatGPT—or an AI assistant of your own—to review the question and draft a response. This way your instructors can reduce response times to questions and foster even more engagement. [![automated-instructor-notifications-ai-answer-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/automated-instructor-notifications-ai-answer-automator-recipe-1024x667.png "automated-instructor-notifications-ai-answer-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/automated-instructor-notifications-ai-answer-automator-recipe.png) ### **4. Automate Student Progression** Learning never ends—but courses do. Automator recipes like the one pictured below ensure enhanced e-learning engagement through automated course progression. [![automated-course-progression-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/automated-course-progression-recipe-1024x559.png "automated-course-progression-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/automated-course-progression-recipe.png) Whenever one of your learners completes a course, we automatically enroll them in the next course so they can continue their education and training. Follow these steps to recreate this recipe yourself: 1. Create a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. 2. Name Your Recipe: Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Automated Course Progression”. 3. Configure Your Trigger(s): In the *Triggers* panel, select **Tutor LMS**. From the dropdown list that appears, select **A user completes a course**. Automator will prompt you to select a *Course*. Once you’re finished, click **Save**. 4. Configure Your Action(s): In the *Actions* panel, click **Add action** and select **Tutor LMS**. From the dropdown list that appears, select **Enroll the user in a course**. Automator will prompt you to select a *Course*. Once you’re finished, click **Save**. 5. Go Live: In the *Recipe* box, toggle the recipe from *Draft* to *Live*. If you’d rather keep some courses behind a paywall, there are some alternate ways to automate course progression. For example, Automator integrates with the best CRMs for WordPress so you tag learners whenever they complete a course. Then, CRMs such as ActiveCampaign can trigger automations of their own, promoting related courses to the one your student has just completed. [![tutor-lms-crm-integration-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-crm-integration-automator-recipe-1024x556.png "tutor-lms-crm-integration-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-crm-integration-automator-recipe.png) Or, if you’re using **[WooCommerce](https://automatorplugin.com/share/woocommerce/)**, you can automatically create an order with a discount applied and email it to your recent course graduate, reducing friction in your sales funnel. [![tutor-lms-woocommerce-integration-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-woocommerce-integration-automator-recipe-1024x648.png "tutor-lms-woocommerce-integration-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/tutor-lms-woocommerce-integration-automator-recipe.png) ### **5. Personalized Learning Paths** We all know that students learn at different paces, and sometimes their quiz scores reflect that journey. But, as an educator or administrator, you don’t always have the time to create personalized learning experiences. But U-Bot, your trusty teaching assistant, does. With Automator recipes like that one pictured below, we’re able to create a different learning path for our students based on their quiz score. We can unenroll them from a course that is proving too challenging, reset their progress, and enroll them in a course that will reinforce their knowledge. [![personalized-remedial-learning-path-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/personalized-remedial-learning-path-automator-recipe-1024x713.png "personalized-remedial-learning-path-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/personalized-remedial-learning-path-automator-recipe.png) Similarly, one of the reasons that e-learning engagement drops off could be that some of your learners simply aren’t getting the challenge they need. You can easily create pre-enrollment quizzes for some of your more basic or introductory courses. A high score can count as an automatic course completion, allowing your more eager learners to jump right into advanced course material. [![personalized-advanced-learning-path-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/personalized-advanced-learning-path-automator-recipe-1024x610.png "personalized-advanced-learning-path-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/personalized-advanced-learning-path-automator-recipe.png) ## **Frequently Asked Questions** **How can I make e-learning more engaging?** Making e-learning engaging involves a mix of strategies to keep students motivated and invested in the course. Start by incorporating multimedia, like videos and quizzes, to make lessons interactive. Gamification also helps; you can reward students with badges or store credit for completing lessons. Another big one? Automate reminders and notifications with Uncanny Automator to keep learners on track and feeling connected. **How do I make e-learning more interactive?** Interactivity in e-learning keeps students actively involved. Use live sessions, Q&As, and forums to facilitate real-time engagement. Automate quizzes and instant feedback so learners can see their progress. Platforms like Tutor LMS, combined with Automator, allow you to trigger actions—like awarding points or sending resources—based on student activities, which adds another layer of interaction. **What is the role of automation in e-learning engagement?** Automation simplifies and enhances e-learning engagement by handling repetitive tasks like sending reminders, monitoring progress, and even creating personalized learning paths. For example, Uncanny Automator can send notifications if a student posts a question, create rewards for milestones, or enroll students in advanced courses when they complete introductory ones. Automation frees up instructors’ time and ensures students get consistent, timely engagement. **What are some best practices for using automation to engage e-learners?** To make the most of automation, focus on the learner experience: 1\. Use triggers to send reminders about due dates and live events. 2\. Automate instructor notifications for timely responses to student questions. 3\. Personalize content paths based on performance metrics, like quiz scores. 4\. Ensure students feel supported by customizing messages and feedback based on their engagement levels. **How do gamification and automation work together in e-learning?** Gamification makes learning feel rewarding, while automation ensures those rewards happen seamlessly. With Uncanny Automator, you can set up recipes to automatically award points, store credit, or other bonuses when students reach milestones. These automated rewards encourage students to keep going, turning learning into a fun, achievement-driven experience. ## **Conclusion** Boosting e-learning engagement isn’t just about adding bells and whistles; it’s about creating a meaningful and supportive experience that keeps students connected to their goals. With Uncanny Automator as your trusty teaching assistant, you can create engaging, customized pathways for each learner—whether that’s rewarding them for hitting milestones, enrolling them in the next course, or sending instructors a nudge when a question goes unanswered. Ready to let U-Bot handle the heavy lifting? With Automator in your toolkit, you can focus on what matters most: creating exceptional course content. [**So go ahead, give your Tutor LMS students a more engaging experience with Uncanny Automator>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Simple WooCommerce Automations to Quickly Boost Your Conversions](https://automatorplugin.com/woocommerce-automations-to-boost-conversions/) **Published:** November 11, 2024 **Author:** Brendan Da Costa **Content:** *From abandoned carts to personalized offers, these WooCommerce automations will help you maximize your conversions (while minimizing your efforts).* [![woocommerce-automations-to-boost-conversions-featured-image](https://automatorplugin.com/wp-content/uploads/2024/11/Automator-Blog-Woo-Boost.jpg "woocommerce-automations-to-boost-conversions-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/11/Automator-Blog-Woo-Boost.jpg) Let me guess why you’re here. You spent hours (maybe days) designing eye-poppingly gorgeous lead capture forms, placing them strategically all across your website. You probably spent even more time and resources generating and optimizing content. Then, you painstakingly nurtured each lead, guiding them through your WooCommerce sales funnel until finally… they abandoned their cart and disappeared into the digital void. Sound familiar? You’re not alone. In 2024, the average ecommerce business spent between [$80 and $100 per lead](https://firstpagesage.com/reports/average-cost-per-lead-by-industry/)—without the guarantee of a sale. After a while, those costs begin to pile up. But that’s where [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) automations can make the difference. By automating each stage of your WooCommerce sales funnel, you can save both time and money as you turn leads into paying customers. In this guide, we’ll show you exactly how [**Uncanny Automator**](https://www.automatorplugin.com/pricing)’s WooCommerce integration can transform your conversion rates. From abandoned cart reminders (and team notifications), to personalized discounts and loyalty rewards, Automator can turn your WooCommerce store into a lean, conversion-boosting machine. Let’s get started on unlocking your store’s full potential. ## Why [Automate](https://automatorplugin.com/pricing) WooCommerce Conversions? To maximize conversions, you could take each of your leads by the hand and personally walk them through your sales funnel. But, we’re willing to bet that you don’t have that much time. Or that many hands. But, automating the process of turning your leads into loyal customers with [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is like having a virtual sales assistant who can do just that; take each customer by the hand and deliver a personalized shopping experience that converts. Here’s what makes WooCommerce automations a must-have for smart small businesses: - **Enhanced Customer Experience:** Imagine a customer receives a friendly reminder just hours after they leave an item in their cart. Or maybe they get a personalized discount for their favorite product category. Little touches like that make the customer experience feel tailored and thoughtful, turning what might have been a one-time shopper into a loyal customer. With automation, you can create personalized interactions like that at scale, giving each shopper VIP treatment that keeps them coming back. - **Accuracy and Efficiency:** Ever lost a lead because of a typo? Or maybe you simply didn’t have the time and resources to dedicate to chasing down a potential customer before it was too late? WooCommerce automations are like sales and marketing assistants that never make a mistake, work for pennies (or less) on the hour, and are on-call 24/7. - **Customer Loyalty:** Boosting your WooCommerce conversions isn’t just about capturing new leads and turning them into paying customers. It’s also about keeping the customers that you have. According to Forbes, acquiring a new lead can cost [five to seven times more](https://www.forbes.com/councils/forbesbusinesscouncil/2022/12/12/customer-retention-versus-customer-acquisition/) than keeping an existing customer. WooCommerce automations make it easy for you to build loyalty with customizable rewards for your best customers, exclusive offers for repeat buyers, or even a points system that encourages engagement. [![generate-and-email-a-coupon-code-action](https://automatorplugin.com/wp-content/uploads/2024/11/generate-and-email-a-coupon-code-action-1024x228.png "generate-and-email-a-coupon-code-action")](https://automatorplugin.com/wp-content/uploads/2024/11/generate-and-email-a-coupon-code-action.png) - **Scalability and Growth:** With each automation you set up, you’re freeing up time to focus on other parts of your business. Automations allow you to scale effortlessly, handling hundreds (or even thousands) of leads and conversions without the extra effort. Instead of constantly monitoring each stage of the sales process, you can rely on automated workflows to do the heavy lifting while you plan the next stage of your business—or vacation. In other words, even if you don’t have as many hands as you have leads, with WooCommerce automations, you can still deliver white glove service to your leads, ensuring that they convert. And the best part is that you can do it without breaking the bank or manually sorting through an endless list of emails. So, now that you know what makes WooCommerce automations so valuable, the only question is, how do you implement them? ## [Uncanny Automator](https://automatorplugin.com/pricing): Your WooCommerce Sales Assistant Ever wanted to hire a sales assistant for your WooCommerce store? One that never takes a break, never makes a mistake, and works tirelessly to increase your conversions? Then, may we humbly submit [**Uncanny Automator**](https://www.automatorplugin.com/pricing)’s impressive resume. As the #1 automation and integration tool for WordPress, Automator connects your favorite apps and plugins, giving you a powerful set of tools to automate every part of your WooCommerce store. Whether it’s creating abandoned cart reminders or managing orders in bulk, Automator has more WooCommerce triggers, actions, filters, and features than any other tool on the market. In other words, it’s the only tool that allows you to **integrate anything so you can automate everything**. [![automator-woo-integration-integrate-everything-automate-anything](https://automatorplugin.com/wp-content/uploads/2024/11/automator-woo-integration-integrate-everything-automate-anything.jpg "automator-woo-integration-integrate-everything-automate-anything")](https://automatorplugin.com/wp-content/uploads/2024/11/automator-woo-integration-integrate-everything-automate-anything.jpg) Here’s why Automator should be your top candidate for the job of WooCommerce sales associate: - **Affordability:** Unlike other automation tools that charge per automation, Automator is built to save you money. Say goodbye to per-automation fees that add up with each order—Automator lets you run as many workflows as you want without breaking the bank. - **Ease of Use:** Automator’s intuitive, click-and-play interface makes setting up automations easy for anyone. No need to be a tech expert—if you can click, you can automate! Plus, it’s seamlessly integrated with WooCommerce, putting all of your product, customer, and website information right at your fingertips. - **Scalability:** Automator is designed to grow your business—and to grow with it. With powerful features like [**Post**](https://automatorplugin.com/knowledge-base/post-loops/), [**User**](https://automatorplugin.com/knowledge-base/user-loops/), and [**Token**](https://automatorplugin.com/knowledge-base/token-loops/) Loops, you can manage all of your Woo store data in bulk, saving you hours of manual work. And the best part? Your costs stay the same, no matter how much you automate. - **Integrations and Addons**: Automator has [**253 integrations**](https://automatorplugin.com/integrations/) (including Webhooks) so you can replace all of your single-use plugins and reduce the bloatware on your website. Additionally, Automator Plus and Elite licenses come with powerful addons such as the [**User Lists Addon**](https://automatorplugin.com/user-lists-addon/), giving you the power to turn your WordPress website into a self-contained CRM. With Uncanny Automator as your WooCommerce sales assistant, you can focus on growing your business while U-Bot (the lovable Automator mascot) delivers a smooth, high-converting experience to your customers. [**Ready to hire the best WooCommerce sales associate? Your Automator Pro license is all you’ll need to get this hard worker onboarded>>>.**](https://www.automatorplugin.com/pricing) Not sure that you’re ready for Automator Pro? No worries. [**Download the FREE**](https://wordpress.org/plugins/uncanny-automator/) forever Automator plugin and register your account for some complimentary app credits. You’ll be able to demo some of these WooCommerce automations at no cost. ## **Top WooCommerce Automations to Boost Conversions** Now that you have your Automator Pro license, let’s take a look at the best [**Uncanny Automator**](https://www.automatorplugin.com/pricing) recipes for boosting your conversions, along with some clear steps for implementing them. ### **1. Abandoned Cart Recovery** For conversion-focused businesses, nothing is worse than getting a customer to the checkout counter only to lose them right before they cash out. Thankfully, abandoned cart recovery is an Automator specialty. [![woocommerce-automations-abandoned-cart-recovery-recipe-automator-image](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automations-abandoned-cart-recovery-recipe-automator-image-1-1024x941.png "woocommerce-automations-abandoned-cart-recovery-recipe-automator-image")](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automations-abandoned-cart-recovery-recipe-automator-image-1.png) To recreate the recipe pictured above, simply follow the steps below: 1. Create and Name a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. Give your recipe a name that makes it easy to recognize at a glance. For example, “Abandoned Cart Recovery”. 2. Configure Your Trigger(s): In the *Triggers* panel, select **Woo**. From the dropdown list that appears, select **A user adds a product to their cart**. Select a *Product* and click **Save**. 3. Configure Your Action(s): In the *Actions* panel, click **Add action** and select **Emails**. From the dropdown list that appears, select **Send an email**. Draft your email, using *tokens* (i.e., dynamic data from your WordPress website and from within recipes) for personalization. Once you’re finished, click **Save**. 4. Add a Filter and Delay: 1. Hover over your Emails action and click **Filter**. In the modal that appears, select **Woo > The user has not purchased a specific product**. Select the “Product ID” token and click **Save filter**. 2. Hover over your Emails action and click **Delay**. In the modal that appears, set a “2 hour” delay. (Note: the length of the delay will vary depending on your business’ workflows.) 5. Go Live: Toggle your recipe from **Draft** to **Live**. Why stop there? It’s one thing to send an automated abandoned cart recovery email to your customers. It’s something else entirely to get them back to your virtual checkout counter. With WordPress integrations like [**Slack**](https://automatorplugin.com/share/slack/) and [**WhatsApp**](https://automatorplugin.com/share/whatsapp/), Automator allows you to notify your sales team about an abandoned cart so they can act to complete the conversion. [![](https://automatorplugin.com/wp-content/uploads/2024/11/abandoned-cart-slack-notification-for-sales-team-1024x348.png "abandoned-cart-slack-notification-for-sales-team")](https://automatorplugin.com/wp-content/uploads/2024/11/abandoned-cart-slack-notification-for-sales-team.png) Simply add a secondary action to your abandoned cart recovery automation with a slightly longer delay so that your sales team can follow up with your recaptured lead. ### **2. Personalized Email Offers** Ever wondered how to turn your Woo store’s window shoppers into paying customers? Then you’ll definitely want to recreate this Automator recipe. With a few clicks, we’re able to generate and email a coupon code for a 10% discount to a customer who has repeatedly viewed a product but hasn’t yet purchased it. [![woocommerce-automation-personalized-email-offer-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automation-personalized-email-offer-automator-recipe-1024x895.png "woocommerce-automation-personalized-email-offer-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automation-personalized-email-offer-automator-recipe.png) Follow these steps to recreate this recipe: 1. Create and Name a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. Give your recipe a name that makes it easy to recognize at a glance. For example, “Personalized Offer”. 2. Configure Your Trigger(s): In the *Triggers* panel, select **Woo**. From the dropdown list that appears, select **A user views a product**. Select a *Product*, set the *Number of times* (we set it to “3”) and click **Save**. 3. Configure Your Action(s): In the *Actions* panel, click **Add action** and select **Woo**. From the dropdown list that appears, select **Generate and email a coupon code**. Configure your coupon code conditions and draft your email. Once you’re finished, click **Save**. 4. Add a Filter and Delay: 1. Hover over your Woo action and click **Filter**. In the modal that appears, select **Woo > The user has not purchased a specific product**. Select the “Product ID” token and click **Save filter**. 2. Hover over your Emails action and click **Delay**. In the modal that appears, set a “30 minutes” delay. (Note: the length of the delay will vary depending on your business’ workflows.) 5. Go Live: Toggle your recipe from **Draft** to **Live**. And that’s that! Here’s our conversion-boosting exclusive email offer, guaranteed to get that virtual window shopper on the other side of the glass. [![exclusive-coupon-code-email-offer](https://automatorplugin.com/wp-content/uploads/2024/11/exclusive-coupon-code-email-offer-1024x947.png "exclusive-coupon-code-email-offer")](https://automatorplugin.com/wp-content/uploads/2024/11/exclusive-coupon-code-email-offer.png) Now that our shopper is “through the looking glass”, we can let our quality products and top-notch service speak for themselves. Limit the number of times a WooCommerce automation can run per customer by adjusting the “Total times” value in the *Recipe* box. [![automator-limit-recipes-runs-per-user-to-1](https://automatorplugin.com/wp-content/uploads/2024/11/automator-limit-recipes-runs-per-user-to-1.gif "automator-limit-recipes-runs-per-user-to-1")](https://automatorplugin.com/wp-content/uploads/2024/11/automator-limit-recipes-runs-per-user-to-1.gif) ### **3. Frictionless Checkout Workflows** Shoppers—much like running water—will always take the path of least resistance. So, if you want to maximize your Woo conversions, break out your virtual shovel and get ready to build a high-converting channel! Or, better yet, get Automator to do it for you. [![woocommerce-automations-frictionless-checkout-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automations-frictionless-checkout-automator-recipe-1024x693.png "woocommerce-automations-frictionless-checkout-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automations-frictionless-checkout-automator-recipe-1024x693.png) With the recipe pictured above, we’re able to immediately generate a pre-configured order with a payment gateway for our new leads. A WooCommerce automation like this one can serve as an incentive for new leads to sign-up and receive an exclusive offer, augment your lead magnets, or simply complement a welcome email. Want to create your own frictionless checkout automation? Follow these steps: 1. Create and Name a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Everyone**. Give your recipe a name that makes it easy to recognize at a glance. For example, “Frictionless Checkout Welcome Email”. 2. Configure Your Trigger(s): In the *Triggers* panel, select **WPForms** or your preferred form-building plugin. From the dropdown list that appears, select **A form is submitted**. Automator will prompt you to select a form. Once you’re finished, click **Save**. 3. Configure Your Woo Action: In the *Actions* panel, click **Add action** and select **Woo**. From the dropdown list that appears, select **Create an order with a product with a payment gateway**. Configure the order details, using tokens from the form submission to fill out billing/shipping fields. Apply any coupon codes you choose. Once you’re finished, click **Save**. 4. Configure Your Email Action: In the *Actions* panel, click **Add action** and select **Emails**. From the dropdown list that appears, select **Send an email**. Draft your email and include the “Payment URL” token from your Woo action. Once you’re finished, click **Save**. 5. Go Live: Toggle your recipe from **Draft** to **Live**. There you have it! With an Automator-powered WooCommerce sales funnel like this one, your conversions will flow like water down a well-dug trench. In other words, really quickly. Want to really open up the spigot? You can turn this automation into a promotional campaign by limiting the number of times the recipe will run, guaranteeing exclusive offers to the first 50 registrants. [![automator-limit-recipe-runs-50](https://automatorplugin.com/wp-content/uploads/2024/11/automator-limit-recipe-runs-50.gif "automator-limit-recipe-runs-50")](https://automatorplugin.com/wp-content/uploads/2024/11/automator-limit-recipe-runs-50.gif) ### **4. Offer Giveaways to Build Loyalty** How many subscription services do you know that offer free giveaways (mugs, pens, t-shirts, blankets, etc.)? Probably quite a few. Free giveaways are a great strategy not just to entice sign-ups, but to build your brand awareness and establish a personal relationship with your customers. (How could you not love the business whose branded mug you drink coffee out of every morning?) [![woocommerce-automation-new-membership-giveaway-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automation-new-membership-giveaway-automator-recipe-1024x607.png "woocommerce-automation-new-membership-giveaway-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automation-new-membership-giveaway-automator-recipe-1024x607.png) In the Automator recipe pictured above, we’re able to create a new order with our giveaway product(s) whenever a customer joins a membership plan for the first time. And, because Automator allows us to set the status of the order, we can slip these free giveaway items directly into our fulfillment system. 1. Create and Name a New Recipe: From your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. In the popup window that appears, select **Logged-in users**. Give your recipe a name that makes it easy to recognize at a glance. For example, “New Membership Giveaway”. 2. Configure Your Trigger(s): In the *Triggers* panel, select **Woo Memberships**. From the dropdown list that appears, select **A user is added to a membership plan**. Automator will prompt you to select a membership plan. Once you’re finished, click **Save**. 3. Configure Your Action(s): In the *Actions* panel, click **Add action** and select **Woo**. From the dropdown list that appears, select **Create an order with a product**. Configure the order details, using tokens to fill out billing/shipping fields. Set the order status to a post-purchase status that aligns with your fulfillment workflows. Once you’re finished, click **Save**. 4. Configure the Recipe Runs: In the *Recipe* box, set the *Times per user* to “1”. 5. Go Live: Toggle your recipe from **Draft** to **Live**. ### **Bonus: Build Loyalty With Rewards** With the Automator recipes that we’ve created thus far, your conversion rates will be hitting new highs. But there’s no reason that they can’t go even higher, right? We mentioned before that acquiring new leads is significantly more expensive than keeping existing customers. So, now that you’ve successfully converted some leads, the next step will be to get them to keep coming back for more. [![woocommerce-automations-loyalty-rewards-automator-recipe](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automations-loyalty-rewards-automator-recipe-1024x674.png "woocommerce-automations-loyalty-rewards-automator-recipe")](https://automatorplugin.com/wp-content/uploads/2024/11/woocommerce-automations-loyalty-rewards-automator-recipe-1024x674.png) The recipe pictured above, for example, is the WooCommerce automation that animates our “Hey, Big Spender!” loyalty program. Whenever a customer places an order worth $1,000 or more, we immediately reward them with $50 worth of store credit using the [**Advanced Coupons**](https://automatorplugin.com/share/advanced-coupons/) plugin. It’s a whole lot cheaper than going out and trying to find brand new leads ## **Frequently Asked Questions** **What are WooCommerce automations, and how can they benefit my online store?** WooCommerce automations are workflows that allow you to automate repetitive tasks within your WooCommerce store. This includes tasks such as abandoned cart reminders, personalized discounts, and order management. By automating these tasks, you save time, enhance the customer experience, and increase conversions without the need for manual effort. **How can WooCommerce automations help me recover abandoned carts?** WooCommerce automations can automatically send reminders to customers who leave items in their cart without completing their purchase. Using tools like Uncanny Automator, you can trigger emails with personalized messages or discount codes, encouraging customers to return and complete their purchase, which can significantly improve your cart recovery rate. Automator is a particularly effective abandoned cart recovery tool as it also allows you to send automated messages to your sales team, in addition to your customers. **Can I create personalized shopping experiences with WooCommerce automations?** Yes, WooCommerce automations allow you to create personalized experiences, such as sending custom discount codes or product recommendations based on customer behavior. For example, if a customer views a product multiple times without purchasing it, an automation can trigger an email offering a limited-time discount on that product. **What makes Uncanny Automator the best choice for WooCommerce automations?** Uncanny Automator stands out as it offers more WooCommerce-specific triggers, actions, and features than any other tool. It’s affordable with no per-automation fees, easy to use with a click-and-play interface, scalable for businesses of all sizes, and integrates with [**253 apps and plugins**](https://automatorplugin.com/integrations/), replacing the need for single-use plugins and reducing site bloat. **Do WooCommerce automations work with other apps like CRM tools or email marketing platforms?** Absolutely. With Uncanny Automator, WooCommerce can integrate with various CRMs, from [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) to [**Zoho Campaigns**](https://automatorplugin.com/share/zoho-campaigns/) and everything in between. This allows you to integrate your ecommerce platform with your marketing automation platform so you can automate customer relationship management, follow-ups, and marketing campaigns seamlessly. **How can WooCommerce automations help increase customer loyalty?** WooCommerce automations can strengthen customer loyalty by rewarding frequent shoppers with discounts, store credit, or exclusive offers. For instance, using automation, you can offer loyal customers a discount or reward them with points after a specific number of purchases, keeping them engaged and encouraging repeat business. **Are WooCommerce automations scalable for large stores?** Yes, WooCommerce automations are highly scalable, especially with Uncanny Automator. With features like *Loops*, you can handle thousands of orders, users, and tasks effortlessly without additional costs. This scalability makes it an ideal solution for stores of all sizes looking to streamline operations as they grow. **How much do WooCommerce automations cost to run?** Many automation tools charge per-automation fees that add up with each workflow. However, Uncanny Automator offers unlimited automations without per-automation fees, making it an affordable choice for store owners looking to save money while scaling their business. ## **Conclusion** Don’t lose anymore customers to the digital void. WooCommerce automations are the game-changing, conversion boosting secret to success—and now they’re all yours! Rather than spending endless hours trying to nurture every lead by hand, you can rely on Uncanny Automator to create the perfect, personalized journey for each visitor. From abandoned cart reminders to exclusive loyalty rewards, U-Bot is here to take the heavy lifting off your plate, so you can focus on growing your business without the hassle. [**Ready to unlock the full potential of your WooCommerce store? Get your Automator Pro license now if you haven’t already and hire the hardest-working sales assistant in WordPress.>>>**](https://www.automatorplugin.com/pricing) Here’s to less work, more conversions, and a thriving store! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Automator Pro 6.0: CSV, JSON, XML, Custom Actions & More](https://automatorplugin.com/automator-pro-6-0-csv-json-xml-custom-actions-more/) **Published:** October 24, 2024 **Author:** Ryan Moore **Content:** Hot on the heels of the 6.0 update of our free automation plugin, [Uncanny Automator Pro 6.0](https://automatorplugin.com/pricing/) brings a whole new level of flexibility and power to your WordPress workflows. In fact, you can use it to connect to almost *any* WP plugin, and there’s new file support that allows complex imports and automations based on file contents. The Pro release is packed with new features to make WordPress automation even smoother and more efficient. ### CSV, JSON, XML – Automate WP Data Imports One of the biggest additions to Uncanny Automator Pro 6.0 is support for [CSV](https://automatorplugin.com/integration/csv/), [JSON](https://automatorplugin.com/integration/json/) and [XML](https://automatorplugin.com/integration/xml/) file imports. These new integrations allow you to loop through uploaded data records and run actions based on the data. From creating posts and users to sending emails to everyone in an uploaded file, the new uploader support offers a variety of new workflow opportunities. Across the 3 new data import integrations, here are the new triggers that are supported: 1. Import a CSV file 2. Import a JSON file 3. Import an XML file Perhaps an uploaded CSV file includes new employee information, and the recipe loops through each row in the file to create the new WordPress users, assigns roles, and send welcome emails. Perhaps an XML upload from another system creates new Woo product listings for an ecommerce store. Whatever the case, our new support for structured data uploads make building workflows around imported data easier than ever. Here’s an example of the new Import a CSV file trigger: [![Import a CSV file](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Import-a-CSV-File.png)](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Import-a-CSV-File.png) You can see that the new trigger offers a *lot* of control over how imports are processed, including the source of the data, the delimiter used, support for column headers, etc. These new integrations introduce a new framework for working with structured data that will allow other exciting integrations in future, like RSS feed support. ### New integration: Plugin Actions Do you have a favourite or custom plugin that you wish integrated with Uncanny Automator? With the new [Plugin Actions](https://automatorplugin.com/integration/plugin-actions/) integration, you can create custom triggers based on any plugin’s action hooks. [![Automator Plugin Actions](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Plugin-Actions.png)](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Plugin-Actions.png) That’s all there is to it. Suppose you have a plugin that we don’t yet integrate with, but you want to use it as a trigger for your recipe. As long as you know the action hook that will be called that you want to initiate the recipe, Automator can use that in a recipe and capture data from it for use in actions. ### New integration: Custom Action Sharing a similar theme with the new Plugin Actions integration, [Custom Action](https://automatorplugin.com/integration/custom-action/) allows you to run anything as an action in your Automator recipes if you know the do\_action hook. You can even pass variables in, like this: [![Automator Custom Action](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Custom-Action.png)](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Custom-Action.png)For developers, this is a way to add almost anything you want to Automator recipes more efficiently than building out an independent workflow. ### New integration: WP Admin Uncanny Automator is all about making your WordPress site more efficient and eliminating the need for extra plugins that perform niche functions. With the new WP Admin integration, we have now replaced the need for site audit plugins that track changes on your WordPress site. Automator Pro 6.0 introduces these new triggers: - A plugin is updated - A plugin is activated or deactivated - A theme is activated or deactivated - The WordPress version is updated Want to keep a log and be updated when someone makes changes to the plugin stack on your WordPress site? Now, whenever a plugin is activated or deactivated, you can log the audit history in [Google Sheets](https://automatorplugin.com/integration/google-sheets/) and send the site admin team a notice in [Slack](https://automatorplugin.com/integration/slack/). When someone asks, “What did we update and when?”, you’ll have a complete record. ### New triggers and actions Uncanny Automator Pro 6.0 adds a number of new triggers and actions across several plugins. Below is a list of what’s new that hasn’t already been mentioned. #### New triggers - [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/): A user receives a number of loyalty points - [LifterLMS](https://automatorplugin.com/integration/lifterlms/): A user’s enrollment of a type is changed to a status - [MemberMouse](https://automatorplugin.com/integration/membermouse/): A member’s account status is changed to a status - [MemberMouse](https://automatorplugin.com/integration/membermouse/): A member’s membership level is changed to a specific level - [MemberMouse](https://automatorplugin.com/integration/membermouse/): A member’s account data of a specific field is updated to a specific value - [MemberMouse](https://automatorplugin.com/integration/membermouse/): A user’s membership to a specific product is resumed - [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/): An attendee checks in for an event #### New actions - [MemberMouse](https://automatorplugin.com/integration/membermouse/): Add a bundle to the member’s account - [MemberMouse](https://automatorplugin.com/integration/membermouse/): Create or update a member - [Woo Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/): Remove a variation of a subscription product from the user’s subscription Yes, there’s definitely a lot there for MemberMouse in particular to supplement what we introduced for the new integration in Uncanny Automator 6.0. ### Other updates Elsewhere in [Uncanny Automator Pro 6.0](https://automatorplugin.com/pricing/), the loop filters for WordPress gain support for a post’s date meeting a condition, allowing you to target posts before, after, or on a certain date more efficiently. There are also several new tokens and improvements behind the scenes elsewhere. For a full list of what’s in Uncanny Automator Pro 6.0, make sure to review the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New in Automator 6.0: MemberMouse, Stripe & Email Attachments](https://automatorplugin.com/wp-automation-stripe-membermouse/) **Published:** October 24, 2024 **Author:** Ryan Moore **Content:** The entire Uncanny Owl team is thrilled to announce the release of [Uncanny Automator 6.0](https://wordpress.org/plugins/uncanny-automator/)! This huge release is packed with exciting features, new integrations, and powerful upgrades that will make automations even easier and unlock incredible new workflow possibilities. Whether you’re a veteran Automator user or just getting started with WordPress automation, these updates are designed to boost your efficiency, make you more money, and create a better experience for your users. ### New integration: Stripe You asked, we listened. Our full integration with [Stripe](https://automatorplugin.com/integration/stripe/) is here, allowing you to automate payment and customer-related activity easily, and without having to go through an ecommerce plugin. If you run an ecommerce site, a subscription service, or even a membership platform, these new triggers and actions will help you streamline your operations. Here’s what’s new: - New trigger: A charge fails - New trigger: A charge is refunded - New trigger: A customer is created - New trigger: A payment is completed - New trigger: A subscription is cancelled - New action: Create a customer - New action: Create a payment link (yes, that you can then email to a customer!) - New action: Delete a customer These new additions are incredibly powerful. As an example of what you can do with the new additions, perhaps when a subscription is cancelled then an Automator recipe could: - Send the user a personalized email offering a discount to stay active. - Trigger a survey by email asking for feedback on why they cancelled. - Notify a sales team in [Slack](https://automatorplugin.com/integration/slack/) so they can follow up. Or if there’s a failed payment, an Automator recipe could: - Notify the customer about the issue via SMS, including a link to retry payment. - Log the failed payment in [Google Sheets](https://automatorplugin.com/integration/google-sheets/). - Revoke the user’s access to courses and membership products. ### New integration: MemberMouse The other new integration in the free release of Uncanny Automator, [MemberMouse](https://automatorplugin.com/integration/membermouse/) is a powerful membership plugin for WordPress. Whether you’re managing new member signups, subscription renewals, or account updates, the new integration ensures that membership workflows will run smoothly. Here are the new MemberMouse triggers in the Automator 6.0 release: - A bundle is added to a member’s account - A member’s account is deleted - A member’s account data is updated - A new member is created - A refund is issued - A renewal payment is received - An order is submitted And there’s 1 new action: - Remove a bundle from the member’s account So what can you do with these new features? Perhaps when a new member is created, they receive on onboarding email, they’re added to a newsletter list in a CRM, and they’re added to an upcoming [Zoom webinar](https://automatorplugin.com/integration/zoom-webinars/). Or maybe when a renewal payment is received, they’re awarded “points” that can be redeemed for course enrollment. ### Attach files to emails Another important new feature in Uncanny Automator 6.0 is the ability to attach files from the Media Library to your outgoing emails. This is what it looks like in email actions: [![Send Email Attachments](https://automatorplugin.com/wp-content/uploads/2024/10/Send-Email-Attachments.png)](https://automatorplugin.com/wp-content/uploads/2024/10/Send-Email-Attachments.png) Simply click the **Select file** button, choose a file, and it will be added to emails as your Automator recipe sends them. ### Cancel and run scheduled actions Need more control over your queued actions? When you visit recipe log details in the 6.0 release, you’ll see “Cancel” and “Run now” buttons for your scheduled actions. Use the former to stop an action from running, and the latter to fire your actions right away instead of waiting until they’re supposed to run. ### Other 6.0 improvements Beyond the big new features and integrations, today’s [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) release includes lots of smaller feature additions that will improve your recipe development. On the token side, all actions now offer a “Completion status” token that can be used in later actions (so if an action failed, how the next action in a recipe runs could be conditional on that status) and [MemberPress](https://automatorplugin.com/integration/memberpress/) gains some new transaction detail tokens. Scheduling actions can now be done in 1-minute increments, [UserFeedback](https://automatorplugin.com/integration/userfeedback/) gains support for multiple question/answer tokens, the [Slack](https://automatorplugin.com/integration/slack/) action for sending direct messages gains more token support, and [Brevo](https://automatorplugin.com/integration/brevo/) adds support for contact attribute fields. For a complete list of changes in Uncanny Automator 6.0, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Recipe Ideas, Uncanny Automator --- ### [The Easiest Way to Connect MailPoet to WPForms](https://automatorplugin.com/the-easiest-way-to-connect-mailpoet-to-wpforms/) **Published:** September 27, 2024 **Author:** Brendan Da Costa **Content:** *Connect MailPoet to WPForms the easy way: with Uncanny Automator. Add and remove subscribers, monetize your newsletter, process GDPR requests and more!* [![connect-mailpoet-to-wpforms-featured-image](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-featured-image.jpg "connect-mailpoet-to-wpforms-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-featured-image.jpg) Have you been looking for a way to integrate [**WPForms**](https://automatorplugin.com/share/wpforms) and MailPoet? Maybe you want to harness the payment processing power of WPForms to monetize your [**MailPoet**](https://automatorplugin.com/share/mailpoet/) newsletter? Or, perhaps, you’re looking for a way to automate your GDPR requests? Maybe you simply want to take advantage of the flexibility of WPForms to create a more seamless registration process for your MailPoet subscribers? Whatever the reason, you’ve landed on the right page. In this post, we’ll introduce you to [**Uncanny Automator**](https://www.automatorplugin.com/pricing): the #1 automation and integration tool for WordPress websites. We’ll show you how to add and remove MailPoet subscribers from WPForms entries and how to monetize your newsletter. The best part? You can [**get started for FREE**](https://wordpress.org/plugins/uncanny-automator/)! Without further ado, let’s get started. ## Why Connect [MailPoet](https://automatorplugin.com/share/mailpoet/) to [WPForms](https://automatorplugin.com/share/wpforms/) with [Automator](https://automatorplugin.com/pricing) When it comes to connecting [**MailPoet**](https://automatorplugin.com/share/mailpoet/) to [**WPForms**](https://automatorplugin.com/share/wpforms), WordPress users have a few options. However, only one of those options offers a seamless integration that is as easy to use as it is efficient. Of course, we’re talking about [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![connect-mailpoet-to-wpforms-automator-home](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-automator-home.jpg "connect-mailpoet-to-wpforms-automator-home")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-automator-home.jpg) Using simple combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins—including MailPoet and WPForms! From creating new subscribers to processing GDPR requests, Automator is the best tool for creating a MailPoet and WPForms integration. Here are just a few of the reasons why: - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can register and manage dozens, hundreds or even thousands of MailPoet subscribers without incurring any additional costs. The more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness:** Automator integrates fully with your WordPress website and your chosen apps and plugins. Using [*tokens*](https://automatorplugin.com/action-tokens/), you can automatically transfer data from WPForms submissions to MailPoet contacts. Additionally, Automator gives you the ability to create and delete WordPress users, thus allowing you to process GDPR requests. - **Integrations:** Are you paying for dozens of addons? Is bloatware slowing down your website? Replace your addons and bloatware with Automator. With [**253 integrations**](https://www.automatorplugin.com/integrations) (and more on the way all of the time) Automator can help you connect MailPoet to WPForms and… just about any other app or plugin you can think of. - **Scalability:** Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features gives you the ability to manage all or any specific subset of your MailPoet users with the click of a button. Add and remove your subscribers from lists in bulk. [**Ready to connect MailPoet to WPForms? Get your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). In addition to connecting MailPoet to WPForms, you’ll get a limited number of app credits to try out integrations with [**OpenAI**](https://automatorplugin.com/share/openai/), [**Slack**](https://automatorplugin.com/share/slack/), [**Notion**](https://automatorplugin.com/share/notion/) and much more. ## **Add MailPoet Subscribers from WPForms Entries** Now that you have your Automator Pro license, let’s take a look at creating your first recipe. [![connect-mailpoet-to-wpforms-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-1-1024x610.png "connect-mailpoet-to-wpforms-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-1.png) If you’ve been looking for a way to monetize your newsletter, then the recipe pictured above is for you. Using the [WPForms PayPal Commerce Addon](https://wpforms.com/docs/paypal-commerce-addon/) and/or the [WPForms Stripe Pro Addon](https://wpforms.com/docs/how-to-install-and-use-the-stripe-addon-with-wpforms/), we’re able to create new WordPress users and add them to a MailPoet list of our choice automatically. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add MailPoet Subscribers from WPForms Entries”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms**. [![automator integrations wordpress](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png "automator-integrations-wpforms")](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png) Depending on how you’ve configured your WPForms subscription form and whether you’re using the PayPal or Stripe addon to process payments, the trigger you select will vary. If you are using WPForms with Stripe and you have set the payment field to *Required*, then you can select the Automator trigger “*A form is submitted*” or “*A form is submitted with a specific value in a specific field*”. [![wpforms-triggers-form-is-submitted-and-form-is-submitted-with-specific-value](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-triggers-form-is-submitted-and-form-is-submitted-with-specific-value-1024x492.png "wpforms-triggers-form-is-submitted-and-form-is-submitted-with-specific-value")](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-triggers-form-is-submitted-and-form-is-submitted-with-specific-value.png) If you are using the PayPal addon, you can select from one of the triggers with a PayPal payment condition. [![wpforms-paypal-payment-triggers](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-paypal-payment-triggers-1024x492.png "wpforms-paypal-payment-triggers")](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-paypal-payment-triggers.png) Regardless of the trigger you have selected, Automator will prompt you to select the form that you have created to register new MailPoet subscribers. If you have selected one of the triggers with field conditions, Automator will prompt you to select the *Field* and the *Value* it must match. For example, we have selected our WPForms form “MailPoet Subscription Form”. We have set the *Value* for our “Checkbox” field (representing our various newsletter options) to “Paid Newsletter Subscription”. [![wpforms-mailpoet-subscription-form-field-is-paid-newsletter](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-mailpoet-subscription-form-field-is-paid-newsletter-1024x745.png "wpforms-mailpoet-subscription-form-field-is-paid-newsletter")](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-mailpoet-subscription-form-field-is-paid-newsletter.png) Once you’re finished, click **Save**. Your completed trigger should look something like this: [![wpforms-trigger-mailpoet-subscription-form-with-specific-value-live](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-trigger-mailpoet-subscription-form-with-specific-value-live-1024x368.png "wpforms-trigger-mailpoet-subscription-form-with-specific-value-live")](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-trigger-mailpoet-subscription-form-with-specific-value-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **MailPoet**. [![automator mailpoet integration](https://automatorplugin.com/wp-content/uploads/2023/08/automator-mailpoet-integration.png "automator mailpoet integration")](https://automatorplugin.com/wp-content/uploads/2023/08/automator-mailpoet-integration.png) From the dropdown list that appears, select *Add a subscriber to a list*. [![mailpoet-action-add-subscriber-to-a-list](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-add-subscriber-to-a-list-1024x431.png "mailpoet-action-add-subscriber-to-a-list")](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-add-subscriber-to-a-list.png) Automator will present you with a form to input your new subscriber’s information. We are going to fill out these fields using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) from our WPForms subscription form. To use a token, click on the **Asterisk** in a field and select the corresponding token. For example, we have selected the “Email” token for the *Email* field. [![wpforms-email-token](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-email-token-1024x800.png "wpforms-email-token")](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-email-token.png) (Note: You can use the token search bar to find tokens faster.) Fill out the remaining fields using tokens and/or static data. Automator will also give you the option to set the subscriber’s status as well as the option to send a confirmation email. [![mailpoet-subscriber-status-and-confirmation-email](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-subscriber-status-and-confirmation-email-1024x244.png "mailpoet-subscriber-status-and-confirmation-email")](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-subscriber-status-and-confirmation-email.png) (Note: You will always want to remain GDPR compliant. However, if your registration form already has a confirmation field, then you can skip sending a confirmation email.) Once you’ve added all of your new subscriber’s details, click **Save**. Automator will then prompt you to select the list(s) to which you would like to add your new subscriber. Select the list(s) that correspond to your new subscriber’s entries in your registration form. Once you’re finished, click **Save**. Your completed action should look something like this: [![mailpoet-action-add-subscriber-to-a-list-live](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-add-subscriber-to-a-list-live-1024x416.png "mailpoet-action-add-subscriber-to-a-list-live")](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-add-subscriber-to-a-list-live.png) **Step 5: Go Live!** You’re just about ready to connect MailPoet to WPForms and get your paid newsletter subscription service up and running. All you have to do is toggle the recipe from *Draft* to *Live*. [![connect-mailpoet-to-wpforms-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-1-live-1024x610.png "connect-mailpoet-to-wpforms-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-1-live.png) That’s it! You’ve just created your first MailPoet and WPForms integration. [**Want to expand your WordPress website’s capabilities even further? Upgrade to a Pro – Plus or Pro – Elite license now and get FREE addons like User Lists and Custom User Fields>>>.**](https://www.automatorplugin.com/pricing) ## **Automate MailPoet and WPForms GDPR Compliance** Getting new subscribers is only half the process of managing a newsletter subscription. As painful as it can be, saying goodbye to some of your subscribers is the necessary inverse. With the recipe pictured below, however, we’re able to make the process of removing subscribers from your mailing list(s) that much easier. [![connect-mailpoet-to-wpforms-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-2-1024x636.png "connect-mailpoet-to-wpforms-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-2.png) With a simple submission of a GDPR Right to Erasure Request Form, we’re able to remove our MailPoet subscribers from all of our lists and delete their information. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “WPForms and MailPoet GDPR Request”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms**. From the dropdown list that appears select *A user submits a form*. Automator will prompt you to select your GDPR Right to Erasure Request Form. (We used the template provided by WPForms.) Once you’re finished, click **Save**. Your completed trigger should look like this: [![wpforms-trigger-user-submits-right-to-erasure-request](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-trigger-user-submits-right-to-erasure-request-1024x298.png "wpforms-trigger-user-submits-right-to-erasure-request")](https://automatorplugin.com/wp-content/uploads/2024/09/wpforms-trigger-user-submits-right-to-erasure-request.png) **Step 4: Configure Your Action(s)** We’re going to configure two (2) actions. The first one will remove the subscriber from all of our MailPoet lists *except* for the default “WordPress Users” list. The second action will delete the user from WordPress and, subsequently, remove them from the “WordPress Users” list. To create the first action, click **Add action** and select **MailPoet**. From the dropdown list that appears, select *Remove the user from a list*. [![mailpoet-action-remove-the-user-from-a-list](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-remove-the-user-from-a-list-1024x380.png "mailpoet-action-remove-the-user-from-a-list")](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-remove-the-user-from-a-list.png) (Note: You can also select the action *Remove a subscriber from a list*. However, that action leaves open the possibility that someone might submit a Right to Erasure Request form on someone else’s behalf. If this is not in compliance with your GDPR processes and procedures, select the action *Remove the user from a list*.) Automator will prompt you to select the list(s) from which you would like to remove the user. We have selected “All lists” to comply with GDPR law. Once you’re finished, click **Save**. Your first action should look like this: [![mailpoet-action-remove-the-user-from-all-lists-live](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-remove-the-user-from-all-lists-live-1024x460.png "mailpoet-action-remove-the-user-from-all-lists-live")](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-action-remove-the-user-from-all-lists-live.png) To configure your second action, click **Add action** and select **WordPress**. [![wordpress-integration](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png "wordpress-integration")](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png) From the dropdown list that appears, select *Delete a user*. [![wordpress-action-delete-a-user](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-action-delete-a-user-1024x497.png "wordpress-action-delete-a-user")](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-action-delete-a-user.png) Automator will prompt you to select the criterion for identifying the user to be deleted. More often than not, this will be the user’s email address. Finally, check the box confirming that you understand that Automator will delete the user and all of their data. [![wordpress-delete-a-user-matching-value](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-delete-a-user-matching-value.png "wordpress-delete-a-user-matching-value")](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-delete-a-user-matching-value.png) Once you’re finished, click **Save**. Your *Actions* panel should look like this: [![mailpoet-and-wordpress-actions-for-gdpr-compliance](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-and-wordpress-actions-for-gdpr-compliance-1024x625.png "mailpoet-and-wordpress-actions-for-gdpr-compliance")](https://automatorplugin.com/wp-content/uploads/2024/09/mailpoet-and-wordpress-actions-for-gdpr-compliance.png) **Step 5: Go Live!** All you need to do now is toggle the recipe from *Draft* to *Live*. [![connect-mailpoet-to-wpforms-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-2-live-1024x636.png "connect-mailpoet-to-wpforms-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-mailpoet-to-wpforms-recipe-2-live.png) [**Saying goodbye to your MailPoet subscribers and remaining GDPR compliant has never been easier! Get your Automator Pro license now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I connect MailPoet to WPForms for free?** Yes, you can connect MailPoet to WPForms for free using Uncanny Automator. Simply download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/) to receive a limited number of app credits. However, you will need to upgrade to an Automator Pro license to unlock all of the WPForms and MailPoet triggers and actions. **Can I use Uncanny Automator to remain GDPR compliant?** Yes, you can use Uncanny Automator to create a seamless GDPR compliance workflow. Automator is fully integrated with your WordPress website, meaning that you can erase any or all of your WordPress users’ information based on triggers like form submissions or wehbooks. **Why should I connect MailPoet to WPForms with Automator?** For WordPress users looking to connect MailPoet to WPForms, there are plenty of options. However, Uncanny Automator offers some distinct advantages. In addition to being the most cost-effective integration solution, Automator opens up new workflow opportunities while automating old, repetitive tasks. Additionally, Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), meaning that connecting MailPoet to WPForms is just the beginning. ## **Conclusion** Connecting MailPoet to WPForms with Uncanny Automator is a powerful way to streamline your email marketing and form management processes. Whether you’re looking to open up new revenue streams with a paid newsletter subscription or simply trying to streamline your mailing list management, Automator is the tool for the job. By automating the transfer of data from WPForms form submissions to your MailPoet subscriber lists, you can save time and effort, giving you more resources to dedicate to creating compelling content and connecting with your audience. [**Ready to start automating? Get started with Uncanny Automator today, and transform the way you manage forms and email lists.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Gravity Forms BuddyBoss Integration: A Comprehensive Guide](https://automatorplugin.com/gravity-forms-buddyboss-integration-a-comprehensive-guide/) **Published:** September 20, 2024 **Author:** Brendan Da Costa **Content:** *Create a seamless Gravity Forms BuddyBoss integration with Uncanny Automator for custom group registration, payment processing and much more.* [![gravity-forms-buddyboss-integration-featured-image](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-featured-image.jpg "gravity-forms-buddyboss-integration-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-featured-image.jpg) We probably don’t have to tell you that connecting [**Gravity Forms**](https://automatorplugin.com/share/gravityforms) to BuddyBoss opens up a whole new set of features for your course and community website. Whether you want to create custom registration forms or restrict group admission to paying users, a [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) and Gravity Forms integration is the solution you’re looking for. And, while there are several options for connecting these two powerful tools together, only one solution offers a truly simple and seamless experience: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). In this comprehensive guide, we’ll show you how to integrate BuddyBoss and Gravity Forms using Automator. By the end of this walkthrough, you’ll be able to: - register users for BuddyBoss groups from Gravity Forms submissions, - unregister users from BuddyBoss groups from Gravity Forms submissions, - subscribe and unsubscribe users from forums based on Gravity Forms submissions, - integrate BuddyBoss and Gravity Forms with [**253 other integrations**](https://www.automatorplugin.com/integrations), - and much, much more. But that’s enough of an introduction for now. Let’s get started. ## [Automator](https://www.automatorplugin.com/pricing): The Best [BuddyBoss](https://automatorplugin.com/share/buddyboss/) and [Gravity Forms](https://automatorplugin.com/share/gravityforms) Integration When it comes to connecting Gravity Forms to BuddyBoss, WordPress users have plenty of options. However, there is only one integration solution that is as seamless as it is simple: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![buddyboss-gravity-forms-integration-automator-home](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-gravity-forms-integration-automator-home.jpg "buddyboss-gravity-forms-integration-automator-home")](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-gravity-forms-integration-automator-home.jpg) Whether you’re trying to create a paywall for your BuddyBoss groups, or customize registration forms for groups and forums, Automator is the tool you’re looking for. Whatever your reason for creating a Gravity Forms and BuddyBoss integration, these are the features that make Automator the best tool for the job: - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. This means that you can register dozens, hundreds or even thousands of WordPress users from Gravity Forms submissions for the same cost. The more you automate and integrate, the more you save! - **Integrations and Addons:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can connect Gravity Forms to BuddyBoss and a whole lot more such as [**Slack**](https://automatorplugin.com/share/slack/), [**Notion**](https://automatorplugin.com/share/notion/), [**OpenAI**](https://automatorplugin.com/share/openai/), [**LearnDash**](https://automatorplugin.com/share/learndash) and [**WooCommerce**](https://automatorplugin.com/share/woocommerce/), just to name a few of our favorites. In case that wasn’t enough, Automator’s **Custom User Fields**, **Restrict Content** and **User Lists** addons makes creating and managing your WordPress users that much easier and more flexible. - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness:** Automator integrates fully with your WordPress website and your chosen apps and plugins. Using [*tokens*](https://automatorplugin.com/action-tokens/), you can register new users from Gravity Forms with as much or as little custom meta as you choose. - **Scalability:** Need to create thousands of form entries for BuddyBoss group members? Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features give you the ability to create and manage your BuddyBoss members and Gravity Forms entries with the click of a button. [**Ready to create a BuddyBoss and Gravity Forms integration? Get your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) We’ll be showing Automator Pro features in this walkthrough. But if you aren’t yet certain that Automator is for you, you can still download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You can test out basic Gravity Forms and BuddyBoss integrations before deciding to upgrade. ## **Register Users for BuddyBoss Groups and Forums** Now that you have your Automator Pro license, let’s take a look at creating our first Gravity Forms and BuddyBoss integration. [![gravity-forms-buddyboss-integration-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-1-1024x820.png "gravity-forms-buddyboss-integration-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-1.png) In the Automator recipe pictured above, we’re able to create a new WordPress user and register them for a BuddyBoss group and/or forum from a Gravity Forms form submission. Then, using filters, we can automatically sort new users into the right group(s) and/or forum(s). Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipes*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Register Users for BuddyBoss Groups and Forums”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Gravity Forms**. [![automator gravity forms integration](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png "automator gravity forms integration")](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png) From the dropdown list that appears, select *A form is submitted*. [![gravity-forms-trigger-a-form-is-submitted](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-trigger-a-form-is-submitted-1024x504.png "gravity-forms-trigger-a-form-is-submitted")](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-trigger-a-form-is-submitted.png) Automator will prompt you to select a form. For example, we have configured a custom registration form titled “BuddyBoss Registration Form”. Once you’ve selected your custom form, click **Save**. Your completed trigger should look something like this: [![gravity-forms-trigger-a-form-is-submitted-live](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-trigger-a-form-is-submitted-live-1024x340.png "gravity-forms-trigger-a-form-is-submitted-live")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-trigger-a-form-is-submitted-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **BuddyBoss**. [![buddyboss-integration](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-integration.png "buddyboss-integration")](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-integration.png) From the dropdown list that appears, select *Add the user to a group*. [![buddyboss-action-add-the-user-to-a-group](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-add-the-user-to-a-group-1024x420.png "buddyboss-action-add-the-user-to-a-group")](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-add-the-user-to-a-group-1024x420.png) A modal will appear, informing you that Automator will need to either select an existing user or create a new one to complete the action. In the modal, click **Set user data**. [![automator-set-user-data-modal](https://automatorplugin.com/wp-content/uploads/2024/09/automator-set-user-data-modal.png "automator-set-user-data-modal")](https://automatorplugin.com/wp-content/uploads/2024/09/automator-set-user-data-modal.png) At the top of the *Actions* panel, you will have the option to run the action(s) on new or existing WordPress users. Select **New user**. [![automator-run-actions-on-new-user](https://automatorplugin.com/wp-content/uploads/2024/09/automator-run-actions-on-new-user-1024x365.png "automator-run-actions-on-new-user")](https://automatorplugin.com/wp-content/uploads/2024/09/automator-run-actions-on-new-user.png) Automator will present you with a form to set the data for the new user. You can fill out these form fields using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To use a token, click the **Asterisk** in any given field and select the corresponding token. For example, we have selected the token “Name (First)” from our Gravity Forms trigger for the *First Name* field. [![gravity-forms-first-name-token](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-first-name-token-801x1024.png "gravity-forms-first-name-token")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-first-name-token.png) Fill out the remaining fields using tokens and/or static data. At the bottom of the form, Automator will ask you what to do if the user already exists. You can either choose “Do nothing” or “Select an existing user”. If you choose to select an existing user, select a field such as “Email” for Automator to use to identify an existing user. [![automator-what-to-do-if-user-exists-select-existing-match-email](https://automatorplugin.com/wp-content/uploads/2024/09/automator-what-to-do-if-user-exists-select-existing-match-email.png "automator-what-to-do-if-user-exists-select-existing-match-email")](https://automatorplugin.com/wp-content/uploads/2024/09/automator-what-to-do-if-user-exists-select-existing-match-email.png) Once you’re finished, click **Save**. The top of your *Actions* panel should look something like this: [![automator-actions-will-be-run-on-new-user-otherwise-select-existing-with-email](https://automatorplugin.com/wp-content/uploads/2024/09/automator-actions-will-be-run-on-new-user-otherwise-select-existing-with-email-1024x408.png "automator-actions-will-be-run-on-new-user-otherwise-select-existing-with-email")](https://automatorplugin.com/wp-content/uploads/2024/09/automator-actions-will-be-run-on-new-user-otherwise-select-existing-with-email.png) Return to your BuddyBoss action and select the group to which you would like to register the new user. Once you’re finished, click **Save**. Your *Actions* panel should look something like this: [![buddyboss-action-add-the-user-to-a-group-live](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-add-the-user-to-a-group-live-1024x780.png "buddyboss-action-add-the-user-to-a-group-live")](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-add-the-user-to-a-group-live.png) **Step 5: Go Live!** You’re just about ready to complete your first Gravity Forms BuddyBoss integration. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![gravity-forms-buddyboss-integration-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-1-live-1024x820.png "gravity-forms-buddyboss-integration-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-1-live.png) That’s it! Now you can customize and automate your BuddyBoss group registration process with Gravity Forms and Automator! But, why stop there? Add a secondary action to the recipe to fill out the new member’s profile with all of the data from your Gravity Forms registration form. [![buddyboss-action-set-the-users-xprofile-data](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-set-the-users-xprofile-data-1024x468.png "buddyboss-action-set-the-users-xprofile-data")](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-set-the-users-xprofile-data.png) For example, you could include your new user’s social media profile links, birthday and even have them upload profile photos. [![buddyboss-custom-profile-fields](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-custom-profile-fields-1024x760.png "buddyboss-custom-profile-fields")](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-custom-profile-fields.png) And that’s still not the end of the customization process with Automator! Try out Automator’s *filters* feature to automatically sort new users into different groups and forums. [![buddy-actions-add-user-to-group-with-gravity-forms-filters](https://automatorplugin.com/wp-content/uploads/2024/09/buddy-actions-add-user-to-group-with-gravity-forms-filters-977x1024.png "buddy-actions-add-user-to-group-with-gravity-forms-filters")](https://automatorplugin.com/wp-content/uploads/2024/09/buddy-actions-add-user-to-group-with-gravity-forms-filters.png) (Note: BuddyBoss uses group and forum IDs, not titles, to identify groups and forums. You can configure your custom Gravity Forms registration form to return group and forum IDs instead of titles to automatically sort new users into their desired groups and forums upon registration.) [**Want to unlock even more integration features? Upgrade to an Automator Pro – Plus or Elite license today and get powerful addons for free>>>.**](https://www.automatorplugin.com/pricing) ## **Create BuddyBoss Paywall with Gravity Forms** One of the key advantages of using Gravity Forms to customize your BuddyBoss registration process is the ability to process payments. [![gravity-forms-buddyboss-integration-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-2-1024x645.png "gravity-forms-buddyboss-integration-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-2.png) If you have the Gravity Forms Stripe Add-on, you can easily recreate the recipe pictured above to put access to your BuddyBoss community behind a paywall. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. ![automator-recipe-type-window-logged-in-users](https://automatorplugin.com/wp-content/uploads/2023/04/7-—-Uncanny-Automator-Recipe-Type-Logged-in-users.png "automator-recipe-type-window-logged-in-users") (Note: You can also select *Everyone*. You will simply have to recreate the user registration process from the previous recipe.) **Step 2: Name Your Recipe** We’ve named this recipe “Gravity Forms BuddyBoss Integration Paywall”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Gravity Forms**. From the dropdown list that appears, select *A user submits a form with payment*. [![gravity-forms-trigger-user-submits-a-form-with-payment](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-trigger-user-submits-a-form-with-payment-1024x375.png "gravity-forms-trigger-user-submits-a-form-with-payment")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-trigger-user-submits-a-form-with-payment.png) Automator will prompt you to select a form. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **BuddyBoss**. From the dropdown list that appears, select *Add the user to a group*. Automator will prompt you to select a group.Once you’re finished, click **Save**. Your completed action should look something like this: [![buddyboss-action-add-the-user-to-paid-group](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-add-the-user-to-paid-group-1024x441.png "buddyboss-action-add-the-user-to-paid-group")](https://automatorplugin.com/wp-content/uploads/2024/09/buddyboss-action-add-the-user-to-paid-group.png) **Step 5: Go Live!** Toggle your recipe from *Draft* to *Live*. [![gravity-forms-buddyboss-integration-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-2-live-1024x647.png "gravity-forms-buddyboss-integration-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-2-live.png) [**Ready to monetize your BuddyBoss community with a Gravity Forms paywall? Get your Automator Pro license now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **More Exciting Gravity Forms and BuddyBoss Integrations** By now, we’re pretty confident that you’ve mastered the basics of creating Automator recipes to connect Gravity Forms to BuddyBoss. Nevertheless, Automator’s [**list of BuddyBoss and Gravity forms triggers and actions**](https://automatorplugin.com/all-triggers-and-actions/) is pretty extensive. So, here are some additional recipe ideas that you could try out to further customize the registration process, monetize your community and improve engagement. ### **Monetize Group Creation** By integrating Gravity Forms to BuddyBoss with Automator, you can open up an additional revenue stream by giving your BuddyBoss members the opportunity to create groups of their own. [![gravity-forms-buddyboss-integration-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-3-1024x646.png "gravity-forms-buddyboss-integration-recipe-3")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-3.png) In the recipe pictured above, we’re able to create a new group whenever a user submits a particular form with payment. You can even use tokens to allow the member submitting the group to select the other members they’d like to add to the group. ### **Create Gravity Forms Entries for BuddyBoss Members** So far, we’ve looked at carrying out BuddyBoss actions based on Gravity Forms triggers. But what about the other way around? [![gravity-forms-buddyboss-integration-recipe-4](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-4-1024x954.png "gravity-forms-buddyboss-integration-recipe-4")](https://automatorplugin.com/wp-content/uploads/2024/09/gravity-forms-buddyboss-integration-recipe-4.png) With the recipe pictured above, we’re able to create Gravity Forms entries for all of the members of a BuddyBoss group then register them for a [**LearnDash**](https://automatorplugin.com/share/learndash) course with the simple click of a button. [**Unlock the full potential of your Gravity Forms BuddyBoss integration with an Automator Pro – Plus or Elite license today>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **How do I connect Gravity Forms to BuddyBoss?** There are many options for connecting BuddyBoss to Gravity Forms. However, the simplest and most flexible solution is Uncanny Automator. With a few clicks, you can customize and automate registration, group memberships, forum participation, and much more. Additionally, Automator will help you connect Gravity Forms to BuddyBoss and [**253 more integrations**](https://www.automatorplugin.com/integrations). **Can I connect Gravity Forms to BuddyBoss for free?** Yes, you connect Gravity Forms to BuddyBoss for free with Uncanny Automator. Simply download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. However, you will need an Automator Pro license to gain access to all Gravity Forms and BuddyBoss triggers and actions. **Can I use Gravity Forms to charge users for BuddyBoss group memberships?** Yes, you can integrate Gravity Forms with payment add-ons like Stripe to create a paywall. Automator allows you to automatically add users to BuddyBoss groups after they submit a form with payment, helping you monetize group memberships efficiently. **Is coding required to integrate Gravity Forms and BuddyBoss?** No, Uncanny Automator provides a no-code solution for connecting Gravity Forms and BuddyBoss. You can build automations through a simple, user-friendly interface by selecting integrations, triggers and actions from a list. **Can I use Gravity Forms to automatically remove users from BuddyBoss groups?** Yes, Automator allows you to set actions based on Gravity Forms submissions. You can create a recipe where form submission triggers an action to remove users from specific BuddyBoss groups, forums and more, providing complete control over user management. **What other integrations can I use alongside Gravity Forms and BuddyBoss?** Uncanny Automator supports a wide variety of integrations, including [**Slack**](https://automatorplugin.com/share/slack/), [**WooCommerce**](https://automatorplugin.com/share/woocommerce/), [**LearnDash**](https://automatorplugin.com/share/learndash), and many more. [**Click here**](https://www.automatorplugin.com/integrations) for a full list of Automator’s integrations. ## **Conclusion** In this comprehensive guide, we explored Automator’s Gravity Forms and BuddyBoss integration. We showed you how to automate tasks such as group registration, membership payments, and forum participation. Whether you’re monetizing your community or customizing the user experience, Automator simplifies the process without requiring any coding knowledge. [**Ready to unlock the full potential of Gravity Forms and BuddyBoss? Get started with Uncanny Automator today and transform your workflows with ease.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect Keap to WordPress](https://automatorplugin.com/how-to-connect-keap-to-wordpress/) **Published:** September 16, 2024 **Author:** Brendan Da Costa **Content:** *Connect Keap to WordPress with Uncanny Automator. Sync your contacts, add and remove tags and even create customized AI-generated notes.* [![connect-keap-to-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-featured-image.jpg "connect-keap-to-wordpress-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-featured-image.jpg) Are you looking for a way to create [**Keap**](https://automatorplugin.com/share/keap/) contacts from your WordPress website? Maybe you want to tag your Keap contacts based on their [**Woo**](https://automatorplugin.com/share/woocommerce/) or [**EDD**](https://automatorplugin.com/share/easy-digital-downloads/) purchases? Perhaps you want to create contact notes based on [**LearnDash**](https://automatorplugin.com/share/learndash) LMS progress? Whatever the reason, if you’re trying to integrate Keap and WordPress, you’ve landed on the right page. In this post, we’ll introduce you to [**Uncanny Automator**](https://www.automatorplugin.com/pricing): the #1 WordPress automation and integration tool. Then we’ll show you how to integrate Keap with your WordPress-powered business. Let’s get started. ## Why Connect [Keap](https://automatorplugin.com/share/keap/) to WordPress with [Automator](https://automatorplugin.com/pricing) When it comes to integration tools, WordPress users have tons of options. However, there is one no-code solution that stands out from the rest: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By creating simple combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins, including [**Keap**](https://automatorplugin.com/share/keap/) and countless more. [![connect-keap-to-wordpress-automator-home](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-automator-home.jpg "connect-keap-to-wordpress-automator-home")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-automator-home.jpg) Automator comes packed with tons of powerful features that put customizable, time-saving automations at your fingertips. There are too many features for us to list here but these are just some of the advantages of Automator that make it the best tool for any WordPress job: - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can sync dozens, hundreds or even thousands of contacts between Keap and WordPress without incurring any additional costs. Simply put, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness:** Automator integrates fully with your WordPress website and your chosen apps and plugins. This means that you incorporate as much data into your Keap and WordPress workflows as you choose. Using [*tokens*](https://automatorplugin.com/action-tokens/), you can sync any data from WordPress to your Keap CRM including order information, course progress, login dates, and much more. - **Integrations and Addons:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. In case that wasn’t enough, Automator’s **Custom User Fields**, **Restrict Content** and **User Lists** addons makes managing your WordPress content and connecting it with Keap that much easier. - **Scalability:** Want to replace one tag with another across thousands of contacts? As your WordPress business grows and your user and contact lists get longer, you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to create and manage as countless contacts with the click of a button. These are just some of the standout features that make Automator the best tool for connecting Keap to WordPress. [**Ready to manage your contacts with ease? Get your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect Keap to WordPress—and so much more! ## **Add WordPress Users to Keap Companies** Now that you have your Automator Pro license or some app credits to spend, let’s take a look at creating our first Automator recipe. [![connect-keap-to-wordpress-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-1-1024x819.png "connect-keap-to-wordpress-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-1.png) Keap’s *Companies* features is a key organizing tool for your contacts. Using Automator’s *Loops* feature, we can both add WordPress users to Keap and then sort them into companies, as pictured in the recipe above. Here’s how we did it. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Add WordPress Users to Keap Companies”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png "automator-integration-run-now")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select *Trigger recipe manually*. Once you’re finished, your trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 3: Configure Your Loop Action(s)** In the *Actions* panel, click **Add** and select **User loop**. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop-1024x405.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/09/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Keap**. [![keap-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/09/keap-integration-not-connected.png "keap-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-integration-not-connected.png) If you haven’t already connected your Keap account, simply click **Connect account** in the modal that appears and follow the prompts. Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select *Add/Update a contact*. [![keap-action-add-update-a-contact](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact-1024x493.png "keap-action-add-update-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact.png) Automator will present you with a form to fill out the new contact’s information. We’re going to use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) to fill out the form fields. To use a token, click on the **Asterisk** in a field and select the corresponding token from the dropdown list. For example, in the *Email* field, we selected the loop token “User email”. [![loop-token-user-email](https://automatorplugin.com/wp-content/uploads/2024/09/loop-token-user-email.png "loop-token-user-email")](https://automatorplugin.com/wp-content/uploads/2024/09/loop-token-user-email.png) Fill out your contact’s details by clicking **Add field** under *Contact info*, *Phone numbers* and *Links* using tokens and/or static data. For example, under *Links*, we used Automator’s [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) to sync our contact’s social media profiles to Keap: [![custom-user-fields-addon-social-media-links-for-keap](https://automatorplugin.com/wp-content/uploads/2024/09/custom-user-fields-addon-social-media-links-for-keap.png "custom-user-fields-addon-social-media-links-for-keap")](https://automatorplugin.com/wp-content/uploads/2024/09/custom-user-fields-addon-social-media-links-for-keap.png) Next, under *Company*, select the Keap company to which you would like to add contacts. (Note: You do not need to add WordPress users to a Keap company. You can simply add them to your contacts and sort them later if you choose.) For example, we have selected “Corporation Corp.”. Once you’re finished, click **Save**. [![keap-company-corporation-corp](https://automatorplugin.com/wp-content/uploads/2024/09/keap-company-corporation-corp.png "keap-company-corporation-corp")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-company-corporation-corp.png) Your *Loop* pane should now look something like this: [![keap-action-add-update-a-contact-loop-live](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact-loop-live-1024x585.png "keap-action-add-update-a-contact-loop-live")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact-loop-live.png) **Step 4: Configure Your Loop Filter(s)** As our recipe stands, Automator will add every WordPress user who isn’t an Administrator to our Keap contacts. Of course, we want to be somewhat more targeted than that. And this is where *loop filters* come in. By default, Automator will always add the loop filter “User Criteria: does not have Role: Administrator” to every new User loop. You can **Edit** or **Delete** this filter by clicking the corresponding icons. [![automator-edit-and-delete-user-loop-icons](https://automatorplugin.com/wp-content/uploads/2024/09/automator-edit-and-delete-user-loop-icons-1024x316.png "automator-edit-and-delete-user-loop-icons")](https://automatorplugin.com/wp-content/uploads/2024/09/automator-edit-and-delete-user-loop-icons.png) We’re going to leave this filter in place and add a second one that will help us sort the right users into our Keap company. To add a *loop filter*, click **Fitler users**. In the modal that appears, select *WordPress* > *A user field meets a condition*. Set the *User field* and *Criteria* to match a *Value* that only the WordPress users who you want to have added to your Keap company will satisfy. For example, we have configured our filter so that only WordPress users whose email address contains “@corporationmail.com” will be added to the Keap company “Corporation Corp.”. [![loop-filter-user-email-contains-value](https://automatorplugin.com/wp-content/uploads/2024/09/loop-filter-user-email-contains-value.gif "loop-filter-user-email-contains-value")](https://automatorplugin.com/wp-content/uploads/2024/09/loop-filter-user-email-contains-value.gif) Once you’re finished, click **Confirm**. Your *Loop* pane should now look something like this: [![keap-action-add-update-a-contact-loop-with-filters](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact-loop-with-filters-1024x709.png "keap-action-add-update-a-contact-loop-with-filters")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact-loop-with-filters.png) **Step 5: Run now!** You’re just about ready to add your WordPress users to your Keap company. All that’s left for you to do is click **Run now**. [![connect-keap-to-wordpress-recipe-1-run-now](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-1-run-now-1024x819.png "connect-keap-to-wordpress-recipe-1-run-now")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-1-run-now.png) That’s it! You’ve just seamlessly turned your WordPress users into Keap contacts. But why stop there? You can take this recipe even further by adding individual action filters to your *User loop* to sort WordPress users into different Keap companies. [![keap-action-add-update-a-contact-filtered-actions](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact-filtered-actions-1024x985.png "keap-action-add-update-a-contact-filtered-actions")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-update-a-contact-filtered-actions.png) [**Ready to make more recipes like this one? Get your Automator Pro license if you haven’t already or upgrade Pro – Plus for awesome addons>>>.**](https://www.automatorplugin.com/pricing) ## **Tag Woo Customers in Keap** Now that your WordPress users have been added to Keap and sorted into their companies, let’s take a look at more ways to segment your contacts. [![connect-keap-to-wordpress-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-2-1024x637.png "connect-keap-to-wordpress-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-2.png) In the recipe pictured above, for example, we’re able to tag our Woo customers in Keap based on their purchases. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Tag Woo Customers in Keap”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png "woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png) From the dropdown list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. [![woocommerce-trigger-a-user-pays-for-an-order-with-a-product](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-1024x488.png "woocommerce-trigger-a-user-pays-for-an-order-with-a-product")](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product.png) Automator will prompt you to select the *Trigger condition* and *Product*. For example, we have selected “completes” and “University Mug”. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![woo-trigger-a-user-completes-an-order-for-university-mug](https://automatorplugin.com/wp-content/uploads/2024/09/woo-trigger-a-user-completes-an-order-for-university-mug-1024x401.png "woo-trigger-a-user-completes-an-order-for-university-mug")](https://automatorplugin.com/wp-content/uploads/2024/09/woo-trigger-a-user-completes-an-order-for-university-mug.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Keap**. [![keap-integration](https://automatorplugin.com/wp-content/uploads/2024/09/keap-integration.png "keap-integration")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-integration.png) From the dropdown list that appears, select *Add a tag to a contact*. [![keap-action-add-a-tag-to-a-contact](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-a-tag-to-a-contact-1024x452.png "keap-action-add-a-tag-to-a-contact")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-a-tag-to-a-contact.png) Automator will present you with two fields. In the *Tag(s)*, select the tag that corresponds to the product from your trigger. For example, we have selected the tag “University Mug”. In the *Email* field, select a token that corresponds to the contact’s email in Keap. This can be the “User email” token or the “Billing email” token from the Woo trigger. Once you’re finished, click **Save**. Your completed action should look something like this: [![keap-action-add-a-tag-to-a-contact-live](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-a-tag-to-a-contact-live-1024x426.png "keap-action-add-a-tag-to-a-contact-live")](https://automatorplugin.com/wp-content/uploads/2024/09/keap-action-add-a-tag-to-a-contact-live.png) **Step 5: Go Live!** Ready to start tagging your Keap contacts from their Woo purchases? Just toggle the recipe from *Draft* to *Live* and let Automator segment your contacts in real-time. [![connect-keap-to-wordpress-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-2-live-1024x637.png "connect-keap-to-wordpress-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-recipe-2-live.png) [**Ready to connect Keap to your WordPress-powered ecommerce store? Get your Automator Pro license now if you haven’t already and unlock powerful Pro features>>>.**](https://www.automatorplugin.com/pricing) ## More Exciting Ways to Connect [Keap](https://automatorplugin.com/share/keap/) to WordPress As we mentioned before, Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), meaning that connecting Keap to WordPress is just the beginning. One of Automator’s most powerful and popular integrations is with [**OpenAI**](https://automatorplugin.com/share/openai/). Whether you want to generate images or excerpts for social media platforms, you can automate the process with this integration. [![connect-keap-to-wordpress-and-openai-recipe](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-and-openai-recipe-1024x690.png "connect-keap-to-wordpress-and-openai-recipe")](https://automatorplugin.com/wp-content/uploads/2024/09/connect-keap-to-wordpress-and-openai-recipe-1024x690.png) Better yet, as in the recipe pictured above, you can connect Keap to [**FluentSupport**](https://automatorplugin.com/share/fluentsupport/) with Automator and add OpenAI into the mix to perform sentiment analysis before adding a note to the contact. [**How will you connect Keap to WordPress? Get your Automator Pro license and try out different integrations to save more time, generate more revenue and augment your workflows>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I connect Keap to WordPress for free?** Yes, you can connect Keap to WordPress for free with the Uncanny Automator plugin. Download the [**free forever**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll receive a limited number of app credits so you can connect Keap to WordPress and dozens of other apps such as [**Slack**](https://automatorplugin.com/share/slack/), [**OpenAI**](https://automatorplugin.com/share/openai/) and [**Notion**](https://automatorplugin.com/share/notion/). **What kinds of data can I sync between WordPress and Keap?** With Uncanny Automator, you can sync a variety of data from WordPress to Keap, including user registrations, contact information, purchases made on WooCommerce, course progress from LearnDash, and more. Tokens allow you to dynamically populate fields like user email, name, and order information. **Can I apply tags to Keap contacts based on WordPress user actions?** Yes! You can create a recipe that automatically applies tags to Keap contacts when certain actions occur on your WordPress site, such as completing a purchase, signing up for a course, or submitting a form. **Do I need coding skills to connect Keap to WordPress with Automator?** No coding skills are required to use Uncanny Automator. It offers a simple, click-and-play interface, making it easy to create automated workflows by selecting triggers and actions from available integrations. **Is there a cost to use Uncanny Automator for Keap and WordPress integration?** Uncanny Automator offers both free and Pro versions. The free version provides a limited number of credits you can use towards app integrations. The Pro version comes with unlimited credits and additional features and addons. There is no per automation cost associated with Automator, meaning the more you automate and integrate, the more you save. ## **Conclusion** Connecting Keap to WordPress with Uncanny Automator is a powerful way to streamline your workflows and automate routine tasks. By following the steps outlined in this guide, you can easily sync data, apply tags, and “[**Keap**](https://automatorplugin.com/share/keap/)” your contact lists up to date—all without writing a single line of code. Whether you’re managing ecommerce data, course progress, or simply keeping track of customer interactions, Automator ensures your systems are working together seamlessly. [**Ready to take your WordPress and Keap integration to the next level? Try Uncanny Automator today and discover how easy automation can be!**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Change WordPress Date and Time Formats then Customize It All with Automator](https://automatorplugin.com/change-wordpress-date-and-time-formats-then-customize-it-all-with-automator/) **Published:** September 10, 2024 **Author:** Brendan Da Costa **Content:** *Become a master in WordPress date and time formats after reading this comprehensive guide. Then learn how to create custom formats for all of your apps and plugins for seamless integrations.* [![wordpress-date-and-time-format-featured-image](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-date-and-time-format-featured-image.jpg "wordpress-date-and-time-format-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-date-and-time-format-featured-image.jpg) Have you been trying to figure out how to change your WordPress date and time format? Maybe you want “dd/mm/yyyy” instead of “m/d/y”. Or, perhaps you want a 24-hour clock instead of the default 12-hour clock. You might even be trying to figure out how to change the date and time format of your ecommerce platform to match that of your CRM. How do you convert [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) order dates and times to a format that [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) can read? Or what about converting [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) order dates and times into a format that fits your [**HubSpot**](https://automatorplugin.com/share/hubspot/) or [**ConvertKit**](https://automatorplugin.com/share/convertkit/) settings. Whatever the reason, if you have a query related to date and time formats in WordPress, then look no further. You’ve landed on the right page. In this post, we’ll show you how to change the date and time formats on your WordPress website. Then we’ll introduce you to the ultimate WordPress plugin, [**Uncanny Automator**](https://www.automatorplugin.com/pricing), with the ability to fully customize and convert your date and time formats. From converting standard dates into Unix timestamps or even creating timezone offsets, this is the ultimate guide to WordPress dates and times—the uncanny way. ## **Introduction to WordPress Date and Time Formatting** WordPress is a powerful content management system that offers a range of features to help you create and manage your website. One often overlooked but essential aspect of site management, however, is the date and time format. Take, for example, a news website like the *New York Times* with the current date at the top of the homepage. [![nyt-homepage-date](https://automatorplugin.com/wp-content/uploads/2024/09/nyt-homepage-date-1024x190.png "nyt-homepage-date")](https://automatorplugin.com/wp-content/uploads/2024/09/nyt-homepage-date.png) And compare that to a company’s blog page. [![automtor-blog-page-date](https://automatorplugin.com/wp-content/uploads/2024/09/automtor-blog-page-date-1024x486.png "automtor-blog-page-date")](https://automatorplugin.com/wp-content/uploads/2024/09/automtor-blog-page-date.png) Where and how the date and time appears on your website impacts the user experience, your brand identity and your content organization. So, whether you’re running a blog, an e-commerce store or a corporate website, don’t overlook the importance of the simple date and time feature. By default, WordPress provides several predefined date and time formats that you can select from in the general settings. These formats are often sufficient for basic needs, but they come with limitations. For instance, if you need a custom format to match your branding or work with your external apps, WordPress’ native options may fall short. This is where a more customized approach becomes valuable. In this post, we’ll guide you through the basics of changing your WordPress date and time settings. Then we’ll introduce you to [**Uncanny Automator**](https://www.automatorplugin.com/pricing), so you can customize your date and time formats however you’d like. Let’s get started. ## **How to Change Date and Time Format in WordPress (Basic Guide)** Changing the date and time format in WordPress is simple. Whether you want to display dates in a more readable format or use a specific time structure, this step-by-step guide will walk you through the process. **Step 1: Access General Settings** From your WordPress Admin Dashboard, navigate to **Settings>General**. This is where you can manage the basic configuration of your site, including date and time settings. [![wordpress-dashboard-general-settings-highlighted-in-left-hand-menu](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-dashboard-general-settings-highlighted-in-left-hand-menu.png "wordpress-dashboard-general-settings-highlighted-in-left-hand-menu")](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-dashboard-general-settings-highlighted-in-left-hand-menu.png) **Step 2: Locate Date and Time Format Options** Scroll down to find the sections labeled **Date Format** and **Time Format**. WordPress provides several default options for both, but you can also customize your format. [![wordpress-date-and-time-format-settings](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-date-and-time-format-settings-1024x803.png "wordpress-date-and-time-format-settings")](https://automatorplugin.com/wp-content/uploads/2024/09/wordpress-date-and-time-format-settings.png) **Step 3: Select a Predefined Format or Customize** In the **Date Format** section, choose from one of the predefined options such as “F j, Y” (which would display the date as “August 29, 2024”) or “Y-m-d” (displayed as “2024-08-29”). If none of the predefined options suits your needs, you can create your own custom format by selecting the Custom option and entering your preferred date structure. Similarly, in the **Time Format** section, you can select predefined formats like “g:i a” (which shows time as “12:45 pm”) or use a custom format to define the way hours and minutes are displayed. To customize your date and time formats, use these formatting codes: - **d:** day of the month (01 to 31) - **m:** numeric month (01 to 12) - **Y:** four-digit year (for example., 2024) - **g:** 12-hour time format (1 to 12) - **i:** minutes with leading zeros (00 to 59) - **a:** Lowercase ante meridiem and post meridiem (am/pm) For a full list of format codes, refer to [this document](https://wordpress.org/documentation/article/customize-date-and-time-format/) from WordPress. **Step 4: Save Changes** After selecting or entering your desired date and time formats, click **Save Changes**. Your WordPress site will now display the updated format. And that’s it! You’ve successfully updated your WordPress date and time format. If you’re looking for more advanced customization options, keep reading to learn how **[Uncanny Automator](https://www.automatorplugin.com/pricing)** can provide even more flexibility. ## **Common Issues with WordPress Date and Time Formatting** While WordPress offers basic date and time formatting options, many users encounter issues when managing compatibility across plugins and apps. For example, [**WooCommerce**](https://automatorplugin.com/share/woocommerce/), the most popular e-commerce platform for WordPress, will adopt your WordPress website’s date and time settings. However, [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), the CRM of choice for countless WordPress businesses, will only accept date formats in a few, standard formats; “MM/DD/YYYY” and “DD/MM/YYYY”. [![mailchimp-custom-date-field-formats](https://automatorplugin.com/wp-content/uploads/2024/09/mailchimp-custom-date-field-formats-1024x397.png "mailchimp-custom-date-field-formats")](https://automatorplugin.com/wp-content/uploads/2024/09/mailchimp-custom-date-field-formats.png) These inconsistencies can adversely impact the user experience, disrupt data synchronization and make managing your business and content more complex. Fortunately, there is a solution to this common problem. In the next few sections, we’ll explore using the [**Uncanny Automator**](https://www.automatorplugin.com/pricing) plugin to customize date and time formats. ## [Uncanny Automator](https://automatorplugin.com/pricing): Convert WordPress Dates and Times [**Uncanny Automator**](https://www.automatorplugin.com/pricing) has already made a name for itself as the #1 automation and integration tool for WordPress websites. But, pro WordPress users and developers alike know that Automator is capable of so much more. Namely, customizing date and time formats and converting them across your apps and plugins. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png "automator-homepage")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) With simple combinations of triggers and actions, you can create fully automated workflows that don’t just save you time—they help you conquer it! Automator’s **Formatter** integration is at the heart of its date and time management features. Here’s what you can do with this powerful tool: - **Convert Dates:** Automatically convert date formats for compatibility and synchronization across your favorite apps and plugins. For example, you can automatically change the date format from WPForms submissions before sending that data to Google Sheets. - **Convert Times:** Automatically convert time formats for readability and specificity. For example, you can change the simple 12-hour time timestamp from your WordPress website to a more detailed 24-hour timestamp complete with seconds. - **Create Timezone Offsets:** Represent WordPress dates and times as offsets to the standard Greenwich Mean Time (GMT) in various formats. A feature like this gives WordPress business owners greater insights into their markets across various timezones. - **Use Unix Timestamps:** Automatically convert dates and times into Unix time and vice versa. This feature gives WordPress users automated access to a universal date and time language. Additionally, you can perform arithmetic operations on dates in Unix time. - **Detect Daylight Savings:** Return a binary value of “1” or “0” to determine whether a time falls within daylight savings. - **Numeric and Language Dates:** Convert dates and times into numeric or language based outputs. For example, represent “05/09/2024” as “Wednesday/September/2024” and vice versa. [**Want to try out these awesome features for yourself? Get your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) In the next section, we’ll walk you through getting started with Automator and show you some use cases that are guaranteed to help you master time. ## **Use Cases: Custom Date and Time Formats with Automator** Now that you have your Automator Pro license, let’s take a look at customizing WordPress date and time formats. We’ll walk you through the steps of setting up your first recipe to convert dates and times then give you some great use cases to recreate yourself. Let’s get started. ### **1. Convert WooCommerce Order Date to Unix Timestamp** WordPress businesses and developers often prefer to work with Unix time to reduce errors, store dates and perform simple time-based calculations. [![convert-woo-order-date-to-unix-time-live](https://automatorplugin.com/wp-content/uploads/2024/09/convert-woo-order-date-to-unix-time-live-1024x776.png "convert-woo-order-date-to-unix-time-live")](https://automatorplugin.com/wp-content/uploads/2024/09/convert-woo-order-date-to-unix-time-live.png) In the Automator recipe pictured above, for example, we’re able to automatically convert our WooCommerce order date and time into a Unix timestamp. We can then perform any number of secondary actions such as storing that information in Google Sheets or passing it along in a webhook. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Convert Woo Order Date to Unix Time”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png "woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png) From the dropdown list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. [![Uncanny Automator WooCommerce Trigger A user completes, pays for, lands on a thank you page for an order with a product](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-4-—-Uncanny-Automator-WooCommerce-Trigger-A-user-completes-pays-for-lands-on-a-thank-you-page-for-an-order-with-a-product-1024x482.png "How to Automate Your Affiliate Marketing Program in WordPress 4 — Uncanny Automator WooCommerce Trigger A user completes, pays for, lands on a thank you page for an order with a product")](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-4-—-Uncanny-Automator-WooCommerce-Trigger-A-user-completes-pays-for-lands-on-a-thank-you-page-for-an-order-with-a-product.png) Automator will prompt you to select the *Trigger condition* and *Product*. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![Uncanny Automator WooCommerce Trigger A user completes, pays for, lands on a thank you page for an order with a product Live](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-6-—-Uncanny-Automator-WooCommerce-Trigger-A-user-completes-pays-for-lands-on-a-thank-you-page-for-an-order-with-a-product-Live-1024x339.png "How to Automate Your Affiliate Marketing Program in WordPress 6 — Uncanny Automator WooCommerce Trigger A user completes, pays for, lands on a thank you page for an order with a product Live")](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-6-—-Uncanny-Automator-WooCommerce-Trigger-A-user-completes-pays-for-lands-on-a-thank-you-page-for-an-order-with-a-product-Live.png) (Note: Automator has dozens of Woo specific triggers, including triggers pertaining to order status. If you want to use Unix time to track your fulfillment, delivery or payment schedules, you can select a different *Trigger condition*.) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Formatter**. [![formatter-integration](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-integration.png "formatter-integration")](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-integration.png) From the dropdown list that appears, select *Convert date into format*. [![formatter-action-convert-date-into-format](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-action-convert-date-into-format-1024x501.png "formatter-action-convert-date-into-format")](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-action-convert-date-into-format.png) Automator will present you with three fields: *Input*, *Input format* and *Output*. For the *Input* field, we’re going to use another great Automator feature called *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To use a token, click the **Asterisk**. From the dropdown list, select one of the Woo date and time order tokens. [![woo-order-date-and-time-tokens](https://automatorplugin.com/wp-content/uploads/2024/09/woo-order-date-and-time-tokens.png "woo-order-date-and-time-tokens")](https://automatorplugin.com/wp-content/uploads/2024/09/woo-order-date-and-time-tokens.png) For the *Input format*, it is best to leave the recommended/default option. For the *Output* field, select from any number of formats. For this recipe, we have selected “Unix timestamp”. Once you’re finished, click **Save**. Your completed action should look something like this: [![formatter-date-output-options](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-date-output-options.gif "formatter-date-output-options")](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-date-output-options.gif) **Step 5: Configure a Second Action** Now that your primary action is all set up, you can add a secondary action that uses the newly converted Unix timestamp. Regardless of the secondary action that you choose, to use the newly converted Unix timestamp, select the “Output” token from the **Formatter** action. [![formatter-output-token](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-output-token-876x1024.png "formatter-output-token")](https://automatorplugin.com/wp-content/uploads/2024/09/formatter-output-token.png) Once you’ve configured your second action, click **Save**. **Step 5: Go Live!** You’re just about ready to master WordPress date and time formats. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![convert-woo-order-date-to-unix-time-live](https://automatorplugin.com/wp-content/uploads/2024/09/convert-woo-order-date-to-unix-time-live-1-1024x776.png "convert-woo-order-date-to-unix-time-live")](https://automatorplugin.com/wp-content/uploads/2024/09/convert-woo-order-date-to-unix-time-live-1.png) That’s it! This Automator recipe will change our Woo order dates into Unix timestamps. We can then add as many actions as we want after that to use the new format. [**Create more recipes like this one with an Automator Pro license>>>.**](https://www.automatorplugin.com/pricing) ### **2. Reformat Dates for an Events/Bookings Plugin** If you’re using an event and/or booking plugin like [**Modern Events Calendar**](https://automatorplugin.com/share/modern-events-calendar) or [**Amelia**](https://automatorplugin.com/share/amelia/), Automator gives you the ability to reformat dates as you go. [![reformat-date-for-events-and-bookings](https://automatorplugin.com/wp-content/uploads/2024/09/reformat-date-for-events-and-bookings-998x1024.png "reformat-date-for-events-and-bookings")](https://automatorplugin.com/wp-content/uploads/2024/09/reformat-date-for-events-and-bookings.png) For example, once a customer makes a booking, you can reformat the date in an email for clarity. This way, your event attendees can see the date listed in several locations in the email. Certain email readers will even detect the date in different formats, allowing them to save the event in their calendar with a click. ### **3. Syncing Dates Between Sites and External Apps** If you’re trying to sync dates across multiple websites or external apps, date formats might not always be in sync. Using Automator’s **Formatter**, however, you can easily synchronize date formats across sites and apps without having to change those external settings. [![synchronize-dates-across-websites-and-apps](https://automatorplugin.com/wp-content/uploads/2024/09/synchronize-dates-across-websites-and-apps-1024x741.png "synchronize-dates-across-websites-and-apps")](https://automatorplugin.com/wp-content/uploads/2024/09/synchronize-dates-across-websites-and-apps-1024x741.png) In the recipe pictured above, for example, we’re able to receive date information using a webhook then convert that into our native WordPress format. We can then use the “Output” token to make events in [**Google Calendar**](https://automatorplugin.com/share/google-calendar/), update user and/or post meta, and much more. ### **4. Perform Calculations in Unix Time** One of the key advantages of Unix time is the ability to perform simple calculations. Instead of using modular numbers, Unix timestamps allow you to add, subtract, multiply and divide seconds, minutes and hours with ease. [![convert-date-to-unix-perform-calculation-revert-to-date](https://automatorplugin.com/wp-content/uploads/2024/09/convert-date-to-unix-perform-calculation-revert-to-date-1024x832.png "convert-date-to-unix-perform-calculation-revert-to-date")](https://automatorplugin.com/wp-content/uploads/2024/09/convert-date-to-unix-perform-calculation-revert-to-date.png) Using two actions, as pictured above, we’re able to convert a date into a Unix timestamp, add a specified amount of time and then convert the output back into our WordPress site’s native format. You can use recipes like this to grant user’s temporary access to content, automate content publication, and manage your dates and times down to the second. ## **Frequently Asked Questions** **How do I change the default WordPress date and time format?** To change the default date and time format in WordPress, go to your WordPress Admin Dashboard and navigate to **Settings > General**. Scroll down to the **Date Format** and **Time Format** sections where you can choose from predefined formats or enter a custom format using the provided formatting codes (e.g., “Y-m-d” for “2024-08-29”). After selecting your preferred format, click **Save Changes** to apply. **Can I customize date formats for different plugins, like WooCommerce or event calendars, in WordPress?** Yes, you can. However, some plugins may have their own formatting limitations. By using Uncanny Automator’s **Formatter** integration, you can automate date conversions to ensure that all plugins use the same format, even if they default to different date and time formats. This tool helps standardize date formats across various WordPress plugins and external apps. **How does Uncanny Automator’s Formatter help with date and time management in WordPress?** Uncanny Automator’s Formatter allows you to convert, reformat, and customize date and time formats dynamically. You can set up workflows that automatically adjust dates for compatibility across different tools, convert between 12-hour and 24-hour formats, generate Unix timestamps, and even create timezone offsets. This ensures consistency across your site and external integrations. **Can I automate converting dates to Unix timestamps in WordPress?** Yes, with Uncanny Automator’s **Formatter** integration, you can easily automate converting dates into Unix timestamps. For example, you can set up a recipe that triggers when a customer places a WooCommerce order or passes a LearnDash quiz, then convert the date and time into a Unix timestamp. This can be useful for syncing with external systems, performing time-based calculations, or storing data in a universal format. **What if I need to reformat dates for external apps like Google Sheets or CRM systems?** Uncanny Automator makes it easy to reformat dates for external apps. For example, if you need to sync WordPress date fields with Google Sheets or a CRM that requires a specific format (e.g., “MM/DD/YYYY”), you can set up an automation recipe to convert the dates before sending them to the external system. This ensures seamless integration and consistent data formatting. ## **Conclusion** In this post, we’ve covered the essential steps for changing and customizing date and time formats in WordPress. We started with the basics, showing how to adjust formats through WordPress settings, and then explored more advanced solutions using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). With Automator’s powerful **Formatter** integration, you can automate and standardize date and time formats across your plugins and apps, ensuring seamless integration and user experience. Whether you’re managing WooCommerce orders, event bookings, or syncing with external tools like Google Sheets, Automator makes it easy to handle any date and time customization you need. [**Ready to master time? Get started with Uncanny Automator Pro today and unlock the full potential of your WordPress workflows!**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Recipe Ideas, Use Cases --- ### [How to Connect Notion to LearnDash](https://automatorplugin.com/how-to-connect-notion-to-learndash/) **Published:** August 27, 2024 **Author:** Brendan Da Costa **Content:** *Connect Notion to LearnDash with Uncanny Automator. Track course completions, save enrollment data, help your students stay on track with database items and much more.* [![connect-notion-to-learndash-featured-image](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-featured-image.jpg "connect-notion-to-learndash-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-featured-image.jpg) If you’ve been looking for a simple and effective [**Notion**](https://automatorplugin.com/share/notion/) and LearnDash integration, then look no further. You’ve landed on the right page. In this blog post, we’ll show you how to connect Notion to your [**LearnDash**](https://automatorplugin.com/share/learndash)-powered WordPress website using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Follow a step-by-step tutorial for tracking course completions and saving enrollment data. Finally, we’ll leave you with some nifty ideas for creating Notion and LearnDash integrations of your own. But that’s enough of an introduction for now. Let’s get started. ## Why Connect [Notion](https://automatorplugin.com/share/notion/) to [LearnDash](https://automatorplugin.com/share/learndash) with [Automator](https://automatorplugin.com/pricing) You may already know [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. But, in case you didn’t, here’s the gist: Using simple combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins. Streamline your workflows, automate repetitive tasks, manage your WordPress data in bulk and integrate your online ecosystem. All without ever having to write a single line of code. [![connect-notion-to-learndash-automator-homepage](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-automator-homepage.jpg "connect-notion-to-learndash-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-automator-homepage.jpg) Automator is, hands down, the best option for connecting any of your favorite apps and plugins. However, when it comes to connecting Notion and LearnDash, Automator offers some unique advantages over the alternatives. - **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work. - **Seamlessness:** Automator is fully-integrated with LearnDash, meaning that you can incorporate data as macro as course enrollment or as micro as quiz scores into your Notion integrations. [Click here](https://automatorplugin.com/all-triggers-and-actions/) for a full list of triggers, actions and filters for LearnDash. - **Affordability:** Unlike other automation and integration tools, Automator doesn’t charge per automation fees. You can sync the enrollment and course data, update database items and more for thousands of LearnDash students at no extra cost. In other words, the more you automate and integrate, the more you save! - **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can connect Notion to LearnDash and a whole lot more. - **Scalability:** As your LearnDash-powered business grows, you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to manage hundreds or even thousands of LearnDash students with the click of a button. [**Convinced yet? Get your Automator Pro license now and connect Notion to LearnDash with ease>>>.**](https://www.automatorplugin.com/pricing) Not ready to go Pro quite yet? You can still follow the rest of this tutorial with Automator’s [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version. Simply download and activate the plugin then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as [**Zoom**](https://automatorplugin.com/share/zoom/), [**OpenAI**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Slack**](https://automatorplugin.com/share/slack/) and more! ## **Sync LearnDash Course Enrollment Data with Notion Database** Now that you have your Automator license, let’s take a look at creating our first Notion and LearnDash integration. [![connect-notion-to-learndash-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-1-1024x626.png "connect-notion-to-learndash-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-1.png) In the recipe pictured above, we’re able to create a database item in Notion whenever a student enrolls in a LearnDash course. We can then use this database item to track that student’s progress, engagement, instructor notes and much more. Let’s take a look at how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, you might name a recipe based on the integrations involved and workflow automated; “Notion and LearnDash: Create Database Item”. Alternatively, you might use a more descriptive title. For example, we have named this recipe “Sync LearnDash Course Enrollment Data with Notion Database.” **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png "learndash integration")](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select *A user is enrolled in a course*. [![learndash-trigger-a-user-is-enrolled-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-1024x470.png "learndash-trigger-a-user-is-enrolled-in-a-course")](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course.png) Automator will prompt you to select a course. Because we want to sync all of our course enrollment data with our Notion database, we have selected “Any course”. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![learndash-trigger-a-user-is-enrolled-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-live-1024x357.png "learndash-trigger-a-user-is-enrolled-in-a-course-live")](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Notion**. [![notion-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/08/notion-integration-not-connected.png "notion-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-integration-not-connected.png) If you haven’t already connected your Notion account, a modal will appear. Click **Connect account** and follow the prompts, including which Notion spaces, pages, etc. you want to grant Automator access to. Once you’re finished, return to the recipe editor. From the dropdown list that appears, select *Create a database item*. [![notion-action-create-database-item](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-database-item-1024x391.png "notion-action-create-database-item")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-database-item.png) Automator will present you with a form. First, select the *Database*. Automator will then populate the *Rows* with fields for all of the database items’ properties. We are going to use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) to fill out these fields. To use a token, click the **Asterisk** in a field and select the appropriate token from the dropdown list. For example, we have selected the token “Course title” for our “Course Name” property. [![learndash-course-title-token](https://automatorplugin.com/wp-content/uploads/2024/08/learndash-course-title-token-1024x1024.png "learndash-course-title-token")](https://automatorplugin.com/wp-content/uploads/2024/08/learndash-course-title-token.png) Fill out the remaining fields using tokens and/or static data. (Note: If you are selling your LearnDash courses with [**WooCommerce**](https://automatorplugin.com/share/woocommerce/), you can include payment information such as payment status in this integration. Want to know how to sell LearnDash courses with the #1 ecommerce platform? [Click here](https://www.learndash.com/support/docs/add-ons/woocommerce/).) Once you’re finished, click **Save**. Your completed action should look something like this: [![notion-action-create-course-enrollment-database-item-live](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-course-enrollment-database-item-live-1024x453.png "notion-action-create-course-enrollment-database-item-live")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-course-enrollment-database-item-live.png) **Step 5: Go Live!** You’re just about ready to connect Notion to LearnDash. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![connect-notion-to-learndash-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-1-live-1024x626.png "connect-notion-to-learndash-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-1-live-1024x626.png) To keep your LearnDash enrollment data up-to-date, create more recipes with LearnDash and H5P triggers coupled with the “Update a database item” action for Notion. [**Ready to make more recipes like this one? Get your Automator Pro license if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **Create LearnDash Course Pages in Notion** Now that you’ve seen how easy it is to connect Notion to LearnDash with Automator, let’s take a look at one of Automator’s most powerful features. [![connect-notion-to-learndash-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-2-1024x873.png "connect-notion-to-learndash-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-2-1024x873.png) In the recipe pictured above, we’re able to create a page in Notion for all of our LearnDash courses with the click of a button. We can use these pages to organize and review course content, save older versions of courses and more. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** We’ve named this recipe “Create LearnDash Course Pages in Notion”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 4: Configure Your Post Loop** In the *Actions* panel, click **Add** and select **Post loop**. [![add-post-loop](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png "add-post-loop")](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png) By default, in the *Loop* pane, Automator will have applied the *Loop filter* “Posts”. However, we want this recipe to run on our LearnDash courses. To edit the *Loop filter*, hover over it and click the **Edit** icon. [![edit-post-loop](https://automatorplugin.com/wp-content/uploads/2024/08/edit-post-loop-1024x420.png "edit-post-loop")](https://automatorplugin.com/wp-content/uploads/2024/08/edit-post-loop.png) In the modal that appears, select the post type “Courses” and click **Confirm**. [![configure-loop-filter-courses](https://automatorplugin.com/wp-content/uploads/2024/08/configure-loop-filter-courses-1024x407.png "configure-loop-filter-courses")](https://automatorplugin.com/wp-content/uploads/2024/08/configure-loop-filter-courses.png) Now, in the *Loop* pane, click **Add action** and select **Notion**. From the dropdown list that appears, select *Create a page*. [![notion-action-create-a-page](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-a-page-1024x396.png "notion-action-create-a-page")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-a-page.png) Select a *Parent* page. (Note: You can later recipes to create pages within pages to include more course content, such as lessons and quizzes.) Fill out the *Title* and *Content* fields using **tokens** from the *Loop* dropdown. [![post-loop-tokens](https://automatorplugin.com/wp-content/uploads/2024/08/post-loop-tokens.gif "post-loop-tokens")](https://automatorplugin.com/wp-content/uploads/2024/08/post-loop-tokens.gif) Once you’re finished, click **Save**. Your *Loop* pane should now look like this: [![post-loop-notion-action-create-a-page](https://automatorplugin.com/wp-content/uploads/2024/08/post-loop-notion-action-create-a-page-1024x581.png "post-loop-notion-action-create-a-page")](https://automatorplugin.com/wp-content/uploads/2024/08/post-loop-notion-action-create-a-page.png) **Step 5: Run Now** You’re just about ready to send your LearnDash course content to Notion. All you have to do is click **Run now** and kick back as Automator handles the rest. [![connect-notion-to-learndash-recipe-2-run-now](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-2-run-now-1024x873.png "connect-notion-to-learndash-recipe-2-run-now")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-learndash-recipe-2-run-now-1024x873.png) Automator will create the pages in Notion with the LearnDash course content that we specified using our post loop tokens. [**Make more time-saving recipes like this one that connect Notion to LearnDash with Uncanny Automator>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I automatically sync course completion data from LearnDash to Notion?** Yes, with Uncanny Automator, you can create a recipe that triggers when a user completes a course in LearnDash and then automatically creates or updates a page in Notion with the course completion details. This can include the course name, completion date, student name, and more, allowing you to keep a well-organized record of student achievements in Notion. **How can I track student progress in LearnDash using Notion?** By connecting LearnDash to Notion via Uncanny Automator, you can set up automations that log student progress in real-time. For example, you can create a recipe that updates a Notion database each time a student completes a lesson or passes a quiz. This way, you have a centralized view of each student’s journey through the course right within Notion. **What type of data can I transfer from LearnDash to Notion?** You can transfer various types of data from LearnDash to Notion, including student enrollment details, course progress, quiz results, course completion dates, and even engagement metrics such as login frequency or participation in course discussions. Uncanny Automator allows you to customize the data you want to capture and store it neatly in Notion for easy reference. **Can I connect Notion to LearnDash for free?** Yes, you can connect Notion to LearnDash (and [**253 more integrations**](https://www.automatorplugin.com/integrations)) for free with the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator. Simply download and activate the plugin then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with other web-based apps such as [**Zoom**](https://automatorplugin.com/share/zoom/), [**OpenAI**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Slack**](https://automatorplugin.com/share/slack/) and more. When you’re ready, upgrade to a Pro license to unlock more time-saving features. **Can I use Notion to manage tasks and deadlines for LearnDash courses?** Absolutely! By setting up a recipe in Uncanny Automator, you can automatically generate a task list in Notion when a student enrolls in a LearnDash course. This task list can include all the lessons, quizzes, and assignments with their respective deadlines, helping students stay organized and on track throughout the course. ## **Conclusion** Connecting [**Notion**](https://automatorplugin.com/share/notion/) to LearnDash with Uncanny Automator opens up a world of possibilities for course administrators, educators, and students alike. By automating the transfer of enrollment data, tracking course completions, and even managing tasks and deadlines, this integration streamlines your workflow and enhances the learning experience. Whether you’re looking to keep detailed records, monitor student progress, or simply stay organized, integrating these powerful tools can transform how you manage your e-learning platform. If you’re ready to elevate your [**LearnDash**](https://automatorplugin.com/share/learndash) courses with seamless Notion integration, Uncanny Automator is the tool you need. With its easy-to-use interface, extensive integrations, and cost-effective automation, it’s never been simpler to connect and automate your favorite apps. [**Start building your automated workflows today, and take your e-learning management to the next level>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Keap, Ontraport, FluentBooking...and Token Loops!](https://automatorplugin.com/keap-ontraport-fluentbooking-and-token-loops/) **Published:** August 20, 2024 **Author:** Ken Young **Content:** We’re excited to introduce version 5.10 of Uncanny Automator and Uncanny Automator Pro, packed with a host of new integrations, triggers, actions, and tokens. Plus a new advanced feature – Token Loops! Let’s explore what’s new! ### FluentBooking We’ve added a new integration for the rapidly growing **[FluentBooking](https://automatorplugin.com/integration/fluentbooking/)** appointment booking plugin with support for 6 new triggers: - A one-to-one meeting is scheduled - A one-to-one meeting is cancelled - A group meeting is scheduled - A meeting is cancelled - A one-to-one meeting is scheduled with a specific host (Pro) - A group meeting is scheduled with a specific host (Pro) We’ve also included an action: - Add a meeting This integration makes it possible to do some interesting things with FluentBooking, such as create meetings using alternative eCommerce or form plugins. You could even automatically add or remove people from courses, groups, memberships etc. when bookings are made or cancelled, making your workflows even more seamless for customers. ### Keap We already supported **[Keap](https://automatorplugin.com/integration/keap/)** via our [Memberium integration](https://automatorplugin.com/integration/memberium-keap/), but now we’re introducing a direct integration with Keap for non-Memberium users including 5 actions: - Add/Update a contact - Add a tag to a contact - Remove a tag from a contact - Add/Update a company - Create a note With this integration it’s possible to use Automator to update contacts and companies directly in Keap based on their activity on your WordPress site such as purchases, course completions, group membership and more, enabling better segmentation and more personalized marketing. ### Ontraport The new [**Ontraport** ](https://automatorplugin.com/integration/ontraport/)integration enables a range of new actions to streamline contact management: - Add a tag to a contact - Create a tag - Create or update a contact - Delete a contact These new actions give you the ability to update your Ontraport contacts based on their activity like purchases, form submissions, event registrations, course completions and more on your WordPress site, providing even more intelligence for your Ontraport marketing campaigns. ### Logging This is a new internal integration with just one action: **Write data to the log**. Uncanny Automator already provides some of the best and most detailed logging of any automation tool, but this new action provides another tool for building complex automations, allowing you log key events or token values during recipe execution. ![](https://automatorplugin.com/wp-content/uploads/2024/08/logging-action.png) For example, you can simply log any desired tokens, or the results of calculations or formatting to ensure you’re getting the value you want. ### New Date and Time Tokens This release introduces new tokens for the current day, week, and month, both in numeric and text formats. These can be used to create conditions to check if a recipe is being triggered in a specific month or on a specific day, with different results. For example, you could run a promotion if users order on a specific day of the month, or a specific month of the year: ![](https://automatorplugin.com/wp-content/uploads/2024/08/day-of-month-condition.png) ### New Pro Feature: Token Loop This new loop type allows you to iterate over special *loopable tokens* to run actions on items in the token. This might include lists of courses, groups, products, categories, etc. So, for example, whenever someone places an order containing multiple products, you could loop over the products in the order, sending them to a Google Sheet for detailed reporting. Or, when someone purchases a product, check to see if they previously purchased a complementary product and if so, send them a promotional coupon code. Let’s say you want to offer users a coupon for 20% off their next purchase when they purchase both Marketing 101 and Sales 101 courses on your site. You could do that with a pair of recipes like this: ![](https://automatorplugin.com/wp-content/uploads/2024/08/woocommerce-send-coupon-for-combination-of-purchased-products.png) Here are the loopable tokens included in 5.10: - **WooCommerce Subscriptions**: Users’ active subscriptions - **WordPress Multisite**: Network admins and Network sites - **BuddyBoss/BuddyPress**: Users’ groups. - **LearnDash**: Users’ completed courses, enrolled courses, and groups. - **WooCommerce**: Order items, product categories, and tags. Orders in the past 24 hours, 30 days, and 365 days. - **WordPress**: Post categories and tags. Check out the [knowledge base article](https://automatorplugin.com/knowledge-base/token-loops/) for more details! ### Other Updates We’ve also rolled out some key updates to improve the general user experience for Uncanny Automator: - **OpenAI**: Now supports the GPT-4o mini model. Now you can use this fast and efficient model in your recipes. - **Emails**: Test emails now automatically populate the email field with the signed-in user’s email address. - **Import Recipe**: Improved compatibility by replacing hardcoded URLs. And Uncanny Automator Pro: - **Actions Conditions**: Conditions are now evaluated once per filter block - **Incoming Webhooks**: Improved compatibility with older MariaDB versions - **Loops**: Addressed issues with intermittent in-progress states Check out the [5.10 changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and [5.10 Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/) for the full details! Let us know how you’re using the new integrations or Token Loops in your workflows—we’d love to hear your feedback! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-1687361045392-300x300.jpeg) Ken Young Ken is the co-founder of Uncanny Owl. With a background that ranges from running a solo web agency to developing eLearning at Google he brings a wealth of experience to building innovative, user-focused products. [See Full Bio](https://automatorplugin.com/author/ken/) [ ](https://automatorplugin.com/author/ken/) **Categories:** Plugin News, Uncategorized --- ### [Connect LearnDash to Zoom Webinars and Meetings](https://automatorplugin.com/connect-learndash-to-zoom-webinars-and-meetings/) **Published:** August 16, 2024 **Author:** Brendan Da Costa **Content:** *Connect LearnDash to Zoom the easy way: with Uncanny Automator. Host webinars with your students, conduct meetings with your group leaders and much more.* [![connect-learndash-to-zoom-featured-image](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-featured-image.jpg "connect-learndash-to-zoom-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-featured-image.jpg) Are you looking for a way to connect [**LearnDash**](https://automatorplugin.com/share/learndash) to Zoom? If you’ve been trying to figure out how to add a live webinar component to your elearning platform, then look no further. In this step-by-step tutorial, we’ll show you the easiest way to create a seamless LearnDash and [**Zoom**](https://automatorplugin.com/share/zoom/) integration using the #1 integration tool on the market: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). You’ll be able to add and remove your learners to Zoom webinars and meetings as they register for courses and progress through lessons and topics. We’ll even show you how to register students in bulk to create more dynamic learning opportunities. Without further ado, let’s get started. ## Why Connect [LearnDash](https://automatorplugin.com/share/learndash) to [Zoom](https://automatorplugin.com/share/zoom/) with [Uncanny Automator](https://automatorplugin.com/pricing) When it comes to integrating your favorite apps and plugins, there’s no shortage of options. However, there’s a reason (or, rather, several reasons) that [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is #1 integration and automation tool for WordPress websites. [![connect-learndash-to-zoom-automator-homepage](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-automator-homepage.jpg "connect-learndash-to-zoom-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-automator-homepage.jpg) Specifically, when it comes to connecting [**LearnDash**](https://automatorplugin.com/share/learndash) to [**Zoom**](https://automatorplugin.com/share/zoom/), these are the features that make Automator the best tool for the job: - **Ease-of-Use:** Using simple combinations of triggers and actions called *recipes*, Automator connects all of your favorite apps and plugins. A user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. - **Seamlessness:** Automator is fully-integrated with LearnDash, meaning that you can incorporate data as macro as course enrollment or as micro as quiz scores into your Zoom integrations. [Click here](https://automatorplugin.com/all-triggers-and-actions/) for a full list of triggers, actions and filters for LearnDash. - **Affordability:** Imagine having to pay an automation fee to add your LearnDash students to a Zoom webinar each time they register for a course or complete a lesson. The costs would be astronomical! Fortunately, unlike other automation and integration tools, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can connect LearnDash to Zoom Meetings and Webinars and a whole lot more. - **Scalability:** As your LearnDash-powered business grows, you’ll appreciate Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features. *Loops* give you the ability to add and/or remove hundreds or even thousands of your LearnDash students from Zoom Webinars and Meetings with the click of a button. We’ll explore this powerful feature in more detail later on in this tutorial. [**Ready to start hosting LearnDash webinars? Get your Automator Pro license now so you can follow along the rest of the tutorial>>>.**](https://www.automatorplugin.com/pricing) Not ready to go Pro quite yet? You can still follow the rest of this tutorial with Automator’s [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version. Simply download and activate the plugin then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as [**Zoom**](https://automatorplugin.com/share/zoom/), [**OpenAI**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Notion**](https://automatorplugin.com/share/notion/) and more! ## **How to Build Your Zoom Apps—Without Coding!** Before we can connect LearnDash to Zoom, we first need to create some Zoom apps; one for Zoom Webinars and one for Zoom Meetings. Now, you might be thinking, “I don’t know the first thing about creating apps!” Good news: **you don’t need to know anything about coding to create your Zoom apps**. In fact, if you can copy and paste, you can easily set up as many Zoom apps as you want. In this tutorial, we’re going to give a brief overview of how to create Zoom apps and connect them to LearnDash with Automator. However, if you would like a more detailed walkthrough, you can follow the links below: 1. [**Connect Zoom to WordPress with Uncanny Automator**](https://automatorplugin.com/knowledge-base/zoom/) 2. [**Build Server-to-Server OAuth apps in Zoom**](https://developers.zoom.us/docs/internal-apps/) For the abridged version of the instructions you’ll find in the links above, follow these steps: **Step 1: Build Your Zoom App** From the [Zoom App Marketplace](https://marketplace.zoom.us/), navigate to *Develop* > *Build App* and select **Server to Server OAuth App**. [![server-to-server-oauth-app-zoom](https://automatorplugin.com/wp-content/uploads/2024/08/server-to-server-oauth-app-zoom-1024x961.png "server-to-server-oauth-app-zoom")](https://automatorplugin.com/wp-content/uploads/2024/08/server-to-server-oauth-app-zoom.png) **Step 2: Follow Zoom Instructions** Zoom will walk you through the steps of creating your app. **Step 3: Enter Scopes** When you reach the “Scopes” page, you’ll have to enter these scopes: 1. **For Zoom Webinars**, enter these scopes: 1. webinar:read:list\_registration\_questions:admin 2. webinar:read:list\_webinars:admin 3. webinar:delete:registrant:admin 4. webinar:write:registrant:admin 2. **For Zoom Meetings**, enter these scopes: 1. user:read:user:admin 2. user:read:list\_users:admin 3. meeting:read:list\_meetings:admin 4. meeting:read:list\_registration\_questions:admin 5. meeting:write:registrant:admin 6. meeting:delete:registrant:admin If you’re uncertain how to enter a scope, follow the instructions in the gif below: [![adding-scopes-to-zoom-app](https://automatorplugin.com/wp-content/uploads/2024/08/adding-scopes-to-zoom-app.gif "adding-scopes-to-zoom-app")](https://automatorplugin.com/wp-content/uploads/2024/08/adding-scopes-to-zoom-app.gif) **Step 4: Activate Your App** Once you have successfully created and activated your app, you should see this screen: [![zoom-app-activated](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-app-activated-1024x512.png "zoom-app-activated")](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-app-activated.png) **Step 5: Connect Zoom to WordPress with Automator** In a new window, open your WordPress Admin Dashboard and navigate to *Automator* > *Settings*. Under the **App integrations** tab, scroll down to **Zoom Meetings** or **Zoom Webinars**. **Copy and paste** the *Account ID*, *Client ID* and *Client secret* from your new Zoom app into the fields. [![zoom-account-id-client-id-client-secret-fields](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-account-id-client-id-client-secret-fields-1024x723.png "zoom-account-id-client-id-client-secret-fields")](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-account-id-client-id-client-secret-fields.png) Once you’re finished, click **Connect Zoom Webinars account**. That’s it! You’re ready to connect LearnDash to Zoom. In the next few sections, we’ll walk you through creating your first LearnDash and Zoom recipes in Automator. (Note: You must have at least a Zoom Pro account.) ## **Register LearnDash Students for Zoom Webinars** Now that you have your Automator Pro license as well as your Zoom web apps all set up, let’s take a look at creating our first LearnDash and Zoom integration. [![connect-learndash-to-zoom-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-1-1024x630.png "connect-learndash-to-zoom-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-1-1024x630.png) In the recipe pictured above, we’re able to register our LearnDash students for a Zoom webinar whenever they enroll in a specific course. Here’s how we did it: **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator-recipe-type-window-logged-in-users](https://automatorplugin.com/wp-content/uploads/2023/04/7-—-Uncanny-Automator-Recipe-Type-Logged-in-users.png "automator-recipe-type-window-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/04/7-—-Uncanny-Automator-Recipe-Type-Logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Register LearnDash Students for Zoom Webinars”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png "learndash integration")](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select *A user is enrolled in a course*. [![learndash-trigger-a-user-is-enrolled-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-1024x470.png "learndash-trigger-a-user-is-enrolled-in-a-course")](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course.png) Automator will prompt you to select a course. Once you’re finished, click **Save**. Your completed trigger should look something like this: ![learndash-trigger-a-user-is-enrolled-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/02/learndash-trigger-a-user-is-enrolled-in-a-course-live-1024x371.png "learndash-trigger-a-user-is-enrolled-in-a-course-live") **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Zoom Webinars**. [![zoom-webinars-integration](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-webinars-integration.png "zoom-webinars-integration")](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-webinars-integration.png) From the dropdown list that appears, select *Add an attendee to a webinar*. [![zoom-action-add-an-attendee-to-a-webinar](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-action-add-an-attendee-to-a-webinar-1024x480.png "zoom-action-add-an-attendee-to-a-webinar")](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-action-add-an-attendee-to-a-webinar.png) Automator will present you with a form to fill out the attendees’ information. We’re going to fill in these fields using *tokens*, i.e., dynamic data pulled from your WordPress website and from within recipes. To use a token, click on the **Asterisk** in a field and select the corresponding token. For example, in the *Email address* field, you may select the “User email” token. [![user-email-token](https://automatorplugin.com/wp-content/uploads/2024/08/user-email-token.png "user-email-token")](https://automatorplugin.com/wp-content/uploads/2024/08/user-email-token.png) Fill in the remaining fields using tokens and/or static values. Automator will then prompt you to select the *Account user* as the *Webinar* to which you want to add your LearnDash students. For example, we have selected our webinar “Advanced Automation”. (You can also get your webinar questions by clicking **Get webinar questions**.) Once you’re finished, click **Save**. Your completed action should look something like this: [![zoom-action-add-an-attendee-to-a-webinar-live](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-action-add-an-attendee-to-a-webinar-live-1024x460.png "zoom-action-add-an-attendee-to-a-webinar-live")](https://automatorplugin.com/wp-content/uploads/2024/08/zoom-action-add-an-attendee-to-a-webinar-live.png) **Step 5: Go Live!** You’re just about ready to connect LearnDash to Zoom. All you have to do now is toggle the recipe from *Draft* to *Live*. [![connect-learndash-to-zoom-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-1-live-1024x630.png "connect-learndash-to-zoom-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-1-live.png) That’s it! You’ve just successfully made your first LearnDash and Zoom integration. [**Want to make more engagement-boosting recipes like this one? Get your Automator Pro license now if you haven’t already and host the best webinars on the web>>>.**](https://www.automatorplugin.com/pricing) ## **Add LearnDash Students to Zoom Meetings in Bulk** Now that you’ve created your first Automator recipe connecting LearnDash to Zoom, let’s take a look at something a little bit more advanced. But don’t worry—it’s just as easy. [![connect-learndash-to-zoom-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-2-1024x907.png "connect-learndash-to-zoom-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-2.png) In the recipe pictured above, we’re able to use Automator’s *User Loops* feature to add all of the students enrolled in a course to a Zoom meeting. Here’s how we did it. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name. For example, we’ve named this recipe “Add LearnDash Students to Zoom Meetings”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png "automator-integration-run-now")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 3: Configure Your User Loop(s)** In the *Actions* panel, click **Add** and select *User loop*. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop-1024x286.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Zoom Meetings**. From the dropdown list that appears, select *Add an attendee to a meeting*. Just as before, Automator will present you with a form to fill out the attendees’ information. Once again, we’re going to use tokens to fill out these values. However, make sure that you select the tokens underneath the *Loop* option. [![user-loop-tokens](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-tokens-843x1024.png "user-loop-tokens")](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-tokens.png) Once you’re finished and you’ve selected the *Meeting* and *Meeting questions*, click **Save**. Your *Loop* pane should now look something like this: [![user-loop-zoom-action-add-attendee-to-a-meeting-live](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-zoom-action-add-attendee-to-a-meeting-live-1024x586.png "user-loop-zoom-action-add-attendee-to-a-meeting-live")](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-zoom-action-add-attendee-to-a-meeting-live.png) **Step 4: Configure Your Loop Filter(s)** As it stands, Automator will add every user on our site who is not an Administrator to the Zoom meeting. Needless to say, that’s not exactly the meeting we’re trying to set up. We can use *Loop filters* to narrow down the users we invite. To add a loop filter, click **Filter users**. In the modal that appears, you will see a number of LearnDash-specific filters. Select the filter that best suits your needs. [![learndash-user-loop-filters](https://automatorplugin.com/wp-content/uploads/2024/08/learndash-user-loop-filters-1024x833.png "learndash-user-loop-filters")](https://automatorplugin.com/wp-content/uploads/2024/08/learndash-user-loop-filters.png) For example, we have selected the filter “The user is/is not enrolled in a specific course”. In the next modal, Automator will ask you to configure the filter conditions. [![configure-learndash-loop-filter-conditions](https://automatorplugin.com/wp-content/uploads/2024/08/configure-learndash-loop-filter-conditions-1024x521.png "configure-learndash-loop-filter-conditions")](https://automatorplugin.com/wp-content/uploads/2024/08/configure-learndash-loop-filter-conditions.png) Once you’re finished, click **Confirm**. Your *Loop* pane should now look something like this: [![user-loop-zoom-action-learndash-filter](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-zoom-action-learndash-filter-1024x648.png "user-loop-zoom-action-learndash-filter")](https://automatorplugin.com/wp-content/uploads/2024/08/user-loop-zoom-action-learndash-filter.png) **Step 5: Run now!** With just the click of a button, you can easily convene a meeting of your LearnDash students in any course or group. Don’t believe us? Click **Run now** and kick back as Automator adds your LearnDash students to your Zoom meetings. [![connect-learndash-to-zoom-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-2-live-1024x907.png "connect-learndash-to-zoom-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-learndash-to-zoom-recipe-2-live.png) Believe it or not, but you’ve just mastered the basics of creating Automator recipes. From here on, the more you automate and integrate, the more cost and time savings you’ll have. [**Want to make more time-saving recipes like this one? Grab your Automator Pro license and spend more time educating and less time administrating>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **How do I connect LearnDash to Zoom?** To connect LearnDash to Zoom, you can use a WordPress automation plugin like Uncanny Automator. By creating a recipe, you can set up triggers (e.g., when a user enrolls in a course) to automatically register them for a Zoom meeting or webinar. This integration ensures a seamless experience for your learners as they move between your LearnDash courses and live Zoom sessions. **Can I connect LearnDash to Zoom for free?** Yes, you can connect LearnDash to Zoom for free with Uncanny Automator. Simply download and activate the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as [**Zoom**](https://automatorplugin.com/share/zoom/), [**OpenAI**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Notion**](https://automatorplugin.com/share/notion/) and more! Note, however, that **you will need at least a Zoom Pro account**. **Is it possible to track LearnDash course progress and attendance in Zoom?** It is possible to track Zoom meeting and webinar attendance and have it count towards course progress in LearnDash using Automator’s [**Webhooks**](https://automatorplugin.com/integration/webhooks/) integration. However, you would need an app from the Zoom App Marketplace such as [**Outgoing Webhook**](https://marketplace.zoom.us/apps/GF7P3MpFQtKE9IhHXkLzxg). It is important to check the safety and compatibility of apps that you activate from the App Marketplace. ## **Conclusion** In this post, we’ve covered how integrating LearnDash with Zoom can enhance your online learning environment. By leveraging tools like Uncanny Automator, you can create a seamless and engaging experience for your learners, combining the best of online courses with live interaction. [**Ready to streamline your e-learning process?** **Get started with Uncanny Automator today and effortlessly connect LearnDash to Zoom for a more dynamic and interactive learning experience>>>.**](https://www.automatorplugin.com/pricing) Want to find more ways to create interactive and engaging content for your learners? [**Check out this post**](https://www.uncannyowl.com/h5p-for-learndash-how-to-create-interactive-and-engaging-course-content/) on integrating H5P and xAPI content into your LearnDash courses. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect Notion to WordPress: Create More Efficient Workflows with Automator](https://automatorplugin.com/connect-notion-to-wordpress-create-more-efficient-workflows-with-automator/) **Published:** August 13, 2024 **Author:** Brendan Da Costa **Content:** *Seamlessly integrate Notion with WordPress using Uncanny Automator. Learn how to automate your workflows, manage content, and keep your tasks in sync across platforms in just a few clicks.* [![connect-notion-to-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-featured-image.jpg "connect-notion-to-wordpress-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-featured-image.jpg) Are you looking to streamline your content management and task coordination workflows between [**Notion**](https://automatorplugin.com/share/notion/) and your WordPress site? Look no further! With [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can easily connect Notion to **WordPress**, creating a powerful integration that enhances your productivity and automates routine tasks. In this step-by-step guide, we’ll show you how to set up this seamless integration in just a few clicks—no coding required. By the end of this tutorial, you’ll be able to automatically sync content, manage tasks, and much more, all while saving time and reducing manual effort. Let’s dive in and unlock the full potential of Notion and WordPress together! ## Connect [Notion](https://automatorplugin.com/share/notion/) to WordPress with [Automator](https://automatorplugin.com/pricing) **WordPress** is the leading CMS for businesses, bloggers and entrepreneurs of all kinds. But, we probably don’t have to tell you: even with all of the tools that WordPress has, it’s a lot of content to manage. That’s where a web app like [**Notion**](https://automatorplugin.com/share/notion/) comes in to help you manage your tasks, projects and workflows all while coordinating with your team. Now, with a plugin like [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can harness Notion’s organizational power for your WordPress content. [![connect-notion-to-wordpress-automator-homepage](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-automator-homepage.jpg "connect-notion-to-wordpress-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-automator-homepage.jpg) You may already know Automator as the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/), you can connect all of your favorite apps and plugins to automate your workflows and save time and costs. While Automator is unquestionably the best integration tool for WordPress users, there are some features that make it particularly adept at connecting Notion to WordPress. - **Accuracy:** Automation means accuracy. When you connect Notion to WordPress with Automator, you can rest assured that all of the important information related to your content and projects is transferred with 100% accuracy. Features such as [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) ensure that your WordPress data is always handy and always accurate. - **Ease-of-Use:** Automator is a seriously powerful plugin. But don’t worry. All of that power is packed into a user-friendly click-and-play interface with a learning curve so gentle that it’s barely a mound. - **Affordability:** Automator’s pricing model is a significant advantage for users who need extensive automation without breaking the bank. Unlike other tools that charge per automation, Automator offers a straightforward pricing structure with no per-automation fees, meaning you can create as many workflows as you need without worrying about the cost. - **Customization:** A bevy of powerful features such as tokens, filters, schedules and formatters means that you can tailor any Notion and WordPress integration to suit your workflows. No other integration tool offers as many ways to customize your integrations as Automator. - **Scalability:** Automator’s [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) and [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) features give you the ability to manage your WordPress content at scale. Whether you need to create, edit or update your Notion tasks in bulk, Automator can help you do it with the click of a button. [**Ready to connect Notion to WordPress? Grab your Automator Pro license now and take advantage of these powerful features—and more>>>.**](https://www.automatorplugin.com/pricing) Not ready to go Pro quite yet? You can still follow the rest of this tutorial with Automator’s [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version. Simply download and activate the plugin then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as Notion, [**OpenAI**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Slack**](https://automatorplugin.com/share/slack/) and more! ## **Create a Database Item in Notion from a WordPress Post** Now that you have your Automator Pro license, let’s take a look at creating our first Notion and WordPress integration. [![connect-notion-to-wordpress-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-1-1024x623.png "connect-notion-to-wordpress-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-1.png) In the recipe pictured above, we’re able to create a database item in Notion, complete with all properties, whenever we publish a new blog post. You can, of course, change this recipe to include any type of WordPress post, from products to events to [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) orders or even [**LearnDash**](https://automatorplugin.com/share/learndash) courses and lessons. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Create Notion Database Item from WordPress Post”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. [![wordpress-integration](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png "wordpress-integration")](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png) From the dropdown list that appears, select *A user publishes a post*. [![wordpress-trigger-a-user-publishes-a-post](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-1024x467.png "wordpress-trigger-a-user-publishes-a-post")](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post.png) Automator will then prompt you to select the *Post type*. You can select any type of post. For example, we have selected “Post”. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![wordpress-trigger-a-user-publishes-a-post-live](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-live-1024x350.png "wordpress-trigger-a-user-publishes-a-post-live")](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Notion**. [![notion-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/08/notion-integration-not-connected.png "notion-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-integration-not-connected.png) If you haven’t already connected your Notion account, a modal will appear. Click **Connect account** and follow the prompts, including which Notion spaces, pages, etc. you want to grant Automator access to. Once you’re finished, return to the recipe editor. From the dropdown list that appears, select *Create a database item*. [![notion-action-create-database-item](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-database-item-1024x391.png "notion-action-create-database-item")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-database-item.png) Automator will present you with a form. First, select the *Database*. Automator will then populate the *Rows* with fields for all of the database items’ properties. We are going to use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) to fill out these fields. To use a token, click the **Asterisk** in a field and select the appropriate token from the dropdown list. For example, we have selected the token “Post featured image URL” for our “Featured Image” property. [![post-featured-image-url-token](https://automatorplugin.com/wp-content/uploads/2024/08/post-featured-image-url-token-1024x910.png "post-featured-image-url-token")](https://automatorplugin.com/wp-content/uploads/2024/08/post-featured-image-url-token.png) Fill out the remaining fields using tokens and/or static data. Once you’re finished, click **Save**. Your completed action should look something like this: [![notion-action-create-database-item-live](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-database-item-live-1024x454.png "notion-action-create-database-item-live")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-action-create-database-item-live.png) **Step 5: Go Live!** You’re just about ready to connect Notion to WordPress. All you need to do now is toggle the recipe from *Draft* to *Live*. [![connect-notion-to-wordpress-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-1-live-1024x623.png "connect-notion-to-wordpress-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-1-live.png) [**Want to make more Notion and WordPress integrations like this one? Get Automator Pro now if you haven’t already and unlock more efficient workflows>>>.**](https://www.automatorplugin.com/pricing) ## **Update Notion Database Items in Bulk** As we’ve seen in the previous walkthrough, Automator can help you stay on top of your workflows. But, sometimes, the work piles up regardless. In the recipe pictured below, we used Automator’s *Post Loops* feature to update our Notion database items in bulk. [![connect-notion-to-wordpress-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-2-1024x880.png "connect-notion-to-wordpress-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-2.png) We can update any properties across hundreds or even thousands of database items with the click of a button. Follow the steps below to see how we did. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** We’ve named this recipe “Update Notion Database Items in Bulk”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add** and select *Post Loop*. [![add-post-loop](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png "add-post-loop")](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png) In the *Loop* pane, select a *Loop filter*. Automator will automatically have added a filter for WordPress post types “Posts”. You can edit or delete this filter by hovering over it and clicking the **Edit** or **Delete** icon. You can also add additional filters by clicking **Filter posts**. [![post-loop-filter-add-edit-delete](https://automatorplugin.com/wp-content/uploads/2024/08/post-loop-filter-add-edit-delete-1024x423.png "post-loop-filter-add-edit-delete")](https://automatorplugin.com/wp-content/uploads/2024/08/post-loop-filter-add-edit-delete.png) Once you’re satisfied with your *Loop filters*, click **Add action** and select **Notion**. From the dropdown list that appears, select *Update a database item*. In order to update a database item in Notion, Automator will need to locate the item(s) by matching a value. For example, we have set the *Column search* to “Name” and told Automator to match that value to our WordPress “Post title” value. [![automator-match-notion-value](https://automatorplugin.com/wp-content/uploads/2024/08/automator-match-notion-value-1000x1024.png "automator-match-notion-value")](https://automatorplugin.com/wp-content/uploads/2024/08/automator-match-notion-value.png) Next, enter tokens and/or static values in the field(s) that you want Automator to update. For example, we want to update the “Date” field with the “Post modified date” token. [![notion-date-post-modified-date-token](https://automatorplugin.com/wp-content/uploads/2024/08/notion-date-post-modified-date-token.png "notion-date-post-modified-date-token")](https://automatorplugin.com/wp-content/uploads/2024/08/notion-date-post-modified-date-token.png) (Note: Any field(s) that you leave empty *will not* be updated. Automator *will not* erase the data that already exists in that field in the Notion database item.) Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![automator-post-loop-notion-update-database-item](https://automatorplugin.com/wp-content/uploads/2024/08/automator-post-loop-notion-update-database-item-1024x879.png "automator-post-loop-notion-update-database-item")](https://automatorplugin.com/wp-content/uploads/2024/08/automator-post-loop-notion-update-database-item.png) **Step 5: Run Now** You’re just about ready to update your Notion items. All you have to do is click **Run now** and let Automator handle the rest. [![connect-notion-to-wordpress-recipe-2-run-now](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-2-run-now-1024x880.png "connect-notion-to-wordpress-recipe-2-run-now")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-notion-to-wordpress-recipe-2-run-now.png) Automator will cycle through all of the posts that match your filter criteria and update the corresponding database items in Notion. [**Ready to save hours managing your content? Get Automator Pro now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **How do I connect Notion to WordPress?** To connect Notion to WordPress, you can use the [**Uncanny Automator**](https://www.automatorplugin.com/pricing) plugin. With Automator, you can create seamless workflows between Notion and WordPress by setting up [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions. For example, you can automatically create a Notion database item every time you publish a new WordPress post. Simply install and activate Automator, connect your Notion account, and start creating your integrations. **Can I connect Notion to WordPress for free?** You can connect Notion to WordPress for free using Uncanny Automator. Simply download and activate the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) plugin, then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as Notion and many more. When you’re ready to unlock even more time and cost saving features, upgrade to a [**Pro license**](https://www.automatorplugin.com/pricing). **Can I update a Notion database item from WordPress?** Yes, you can easily update Notion database items directly from your WordPress website using Uncanny Automator. In fact, with Automator’s *Post Loops* feature you can update properties across multiple Notion database items in bulk, saving you hours of manual work. Whether you want to sync your content or update project details, Automator makes it easy to manage large amounts of data efficiently. **What types of WordPress content can I integrate into Notion?** Notion supports tasks, projects and content of all types. With various property types for images, dates, numbers, text, tags, URLs and more, you can sync any or all of your WordPress content with Notion. Moreover, Uncanny Automator allows you to customize the integration based on your specific needs, so you can choose which content to sync and how it appears in your Notion database. This flexibility makes it easy to keep your tasks, projects, and content organized across platforms. **Do I need to know how to code to connect Notion to WordPress?** Absolutely not! Uncanny Automator is designed with ease of use in mind. Its user-friendly, click-and-play interface ensures that you can create powerful automations without any coding knowledge. Whether you’re a WordPress beginner or a seasoned developer, Automator’s gentle learning curve and comprehensive documentation make it simple to set up and manage your Notion and WordPress integrations. ## **Conclusion** Whether you’re managing a blog, an online store, or a learning platform, Automator makes it easier to keep your content and tasks in sync across Notion and WordPress. In this post, we showed you how to connect Notion to WordPress using Uncanny Automator. We walked you through syncing your WordPress posts to Notion and showed you how to unlock some powerful time-saving automations. [**By now, you’re ready to take on creating some even more powerful integrations of your own. If you haven’t already, grab your Automator Pro license to unlock all the advanced features and create even more powerful automations>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect Easy Digital Downloads to Google Sheets with Ease](https://automatorplugin.com/connect-easy-digital-downloads-to-google-sheets-with-ease/) **Published:** August 9, 2024 **Author:** Brendan Da Costa **Content:** *Create a seamless Easy Digital Downloads and Google Sheets integration. Connect EDD to Google Sheets to record and analyze sales in real-time, export subscriber lists and more.* [![connect-easy-digital-downloads-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/07/connect-easy-digital-downloads-to-google-sheets-featured-image.jpg "connect-easy-digital-downloads-to-google-sheets-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-easy-digital-downloads-to-google-sheets-featured-image.jpg) Are you looking for a way to connect [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) to Google Sheets? Well, look no further. You’ve just found #1 solution for creating a seamless EDD and Google Sheets integration: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Whether you want to record and analyze your EDD sales in real-time, update subscriber lists or bulk import active or inactive licensees, Automator is the tool you’ve been looking for. In this post, we’ll introduce you to the best automation and integration tool for WordPress websites. Then, we’ll take you through a step-by-step guide for connecting EDD and [**Google Sheets**](https://automatorplugin.com/share/google-sheets/). By the end of this article, you’ll be able to sync all of your EDD data to Google Sheets—and so much more. Let’s get into it! ## Why Connect [EDD](https://automatorplugin.com/share/easy-digital-downloads/) to [Google Sheets](https://automatorplugin.com/share/google-sheets/) with [Automator](https://automatorplugin.com/pricing) You may already know [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. But, in case you hadn’t heard about this powerful plugin, Automator simplifies your workflows by allowing you to automate tasks across multiple platforms with ease. Using simple combinations of triggers and actions, you can connect any (or all) of your favorite apps and plugins. [![connect-edd-to-google-sheets-automator-homepage](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-automator-homepage-770x1024.jpg "connect-edd-to-google-sheets-automator-homepage")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-automator-homepage.jpg) But what makes Automator so good at creating that seamless EDD to Google Sheets integration? These are the features that can turn any EDD store owner into an Automator enthusiast: **Ease-of-Use:** Automator’s user-friendly click-and-play interface means that you can automate your workflows in just minutes—or even seconds. No matter how complex the workflow, Automator’s intuitive UI remains clean and easy to use. **Versatility:** With features such as filters and delays, Automator gives you the flexibility to connect your favorite apps and plugins however you choose. Features like these give you the ability to harness Google Sheets’ powerful analytics features for your EDD store. **Affordability:** Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can connect EDD to Google Sheets and a whole lot more. **Support:** Unparalleled support has made Automator one of the highest-rated plugins in the WordPress ecosystem. Whether you need help setting up a time-saving recipe or want to see some new integrations or features, the Automator support team is always at the ready. [**Convinced yet? Grab your Automator Pro license now—you’re just a few clicks away from connecting EDD to Google Sheets>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits so you can connect EDD to Google Sheets—and so much more! ## **Send EDD Orders to Google Sheets** Now that you have your Automator Pro license, let’s take a look at setting up your first recipe to connect EDD to Google Sheets. [![connect-edd-to-google-sheets-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-1-1024x597.png "connect-edd-to-google-sheets-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-1.png) In the recipe pictured above, we’re able to send our EDD order data to Google Sheets. You can use an integration like this one to analyze your sales data and share it with the right members of your team. Want to know how we did it? Follow the steps below. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png "recipe type everyone")](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Send EDD Orders to Google Sheets”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Easy Digital Downloads**. [![easy-digital-downloads-integration](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png "easy-digital-downloads-integration")](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png) From the dropdown list that appears, select *A customer purchases a download*. [![edd-trigger-a-customer-purchases-a-download](https://automatorplugin.com/wp-content/uploads/2024/07/edd-trigger-a-customer-purchases-a-download-1024x306.png "edd-trigger-a-customer-purchases-a-download")](https://automatorplugin.com/wp-content/uploads/2024/07/edd-trigger-a-customer-purchases-a-download.png) Automator will prompt you to select a download. Because we want to capture all of our EDD sales, we have selected “Any download”. Once you’re finished, click **Save**. Your completed trigger should look like this: [![edd-trigger-a-customer-purchases-a-download-live](https://automatorplugin.com/wp-content/uploads/2024/07/edd-trigger-a-customer-purchases-a-download-live-1024x333.png "edd-trigger-a-customer-purchases-a-download-live")](https://automatorplugin.com/wp-content/uploads/2024/07/edd-trigger-a-customer-purchases-a-download-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Google Sheets**. [![automator-google-sheets-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png "automator-google-sheets-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png) If you haven’t already, follow the prompts to connect your Google account and select the spreadsheet(s) you want to which you want to grant access. Once you’re finished return to the recipe editor. From the dropdown list that appears, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-1024x307.png "google-sheets-action-create-a-row-in-a-google-sheet")](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet.png) Once you select the *Spreadsheet* and *Worksheet* where you want to send your EDD orders, Automator will retrieve the *Columns*. (Note: Automator will return the first value in each column from your spreadsheet.) We’re going to populate the *Value* fields using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To retrieve a token, click on the **Asterisk** and select the token that corresponds to the *Column*. [![edd-download-name-token-for-google-sheets](https://automatorplugin.com/wp-content/uploads/2024/07/edd-download-name-token-for-google-sheets-1024x607.png "edd-download-name-token-for-google-sheets")](https://automatorplugin.com/wp-content/uploads/2024/07/edd-download-name-token-for-google-sheets.png) Fill out the remaining *Value* fields using tokens and/or static data. You can input as many tokens in each field as you choose. For example, our “Customer Name” field has two tokens in it, *Customer first name* and *Customer last name*. [![edd-customer-first-and-last-name-tokens](https://automatorplugin.com/wp-content/uploads/2024/07/edd-customer-first-and-last-name-tokens.png "edd-customer-first-and-last-name-tokens")](https://automatorplugin.com/wp-content/uploads/2024/07/edd-customer-first-and-last-name-tokens.png) When you’re finished, click **Save**. Your completed trigger should look like this: [![google-sheets-action-create-a-row-with-edd-tokens](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-action-create-a-row-with-edd-tokens-953x1024.png "google-sheets-action-create-a-row-with-edd-tokens")](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-action-create-a-row-with-edd-tokens.png) **Step 5: Go Live!** You’re just about ready to complete EDD to Google Sheets. All that’s left for you to do now is toggle the recipe from *Draft* to *Live*. [![connect-edd-to-google-sheets-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-1-live-1024x597.png "connect-edd-to-google-sheets-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-1-live.png) Now, whenever a customer places an order in our EDD store, we’ll be able to send the download information directly to Google Sheets! [**Ready to create some EDD and Google Sheets integrations of your own? Grab your Automator Pro license if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **Send EDD Customer Data to Google Sheets** Automator isn’t just good at syncing your EDD data to Google Sheets in real-time. You can also use Automator’s [*User Loops*](https://automatorplugin.com/knowledge-base/user-loops/) feature to create lists of customers in Google Sheets based on their EDD download and purchase history. [![connect-edd-to-google-sheets-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-2-864x1024.png "connect-edd-to-google-sheets-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-2.png) In the recipe pictured above, we’re able to generate a list in Google Sheets of EDD customers with an active subscription. Let’s take a look at how we did it. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Send EDD Customer Data to Google Sheets”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png "automator-trigger-recipe-manually")](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 3: Configure Your User Loop** In the *Actions* panel, click **Add** and select *User loop*. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop-1024x286.png "add-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop.png) Within the *Loop* pane, click **Add action** and select **Google Sheets**. From the dropdown list that appears, select *Create a row in a Google Sheet*. Just as before, after selecting a *Worksheet* and *Spreadsheet*, use tokens to populate the *Value* fields. Once you’re finished, click **Save**. Your *Loop* pane should now look like this: [![google-sheets-user-loop](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-user-loop-1024x631.png "google-sheets-user-loop")](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-user-loop.png) By default, Automator will run *User Loops* on users who are not “Administrators”. You can edit this loop filter by clicking on the **Pencil** icon. [![edit-loop-filter](https://automatorplugin.com/wp-content/uploads/2024/07/edit-loop-filter-1024x342.png "edit-loop-filter")](https://automatorplugin.com/wp-content/uploads/2024/07/edit-loop-filter.png) Set the new criteria for the user loop and click **Confirm**. For example, we have set the criteria such that the *User Loop* will run on all users with the role “Customer”. Now, we’re going to add an action filter to further segment the list of customers we want to send to Google Sheets. To add an action filter, hover over the action and click **Filter**. [![google-sheets-action-filter](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-action-filter-1024x308.png "google-sheets-action-filter")](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-action-filter.png) In the modal that appears, select from any number of the Easy Digital Downloads filters to further segment your customers. [![automator-edd-filters](https://automatorplugin.com/wp-content/uploads/2024/07/automator-edd-filters-1024x680.png "automator-edd-filters")](https://automatorplugin.com/wp-content/uploads/2024/07/automator-edd-filters.png) (Note: You may see more or less filters than appears in the screenshot above depending on the EDD addons you have installed and activated.) Once you’ve selected your EDD filter, click **Save filter**. Your *Loop* pane should now look something like this: [![user-loop-google-sheets-edd-customer-filter](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-google-sheets-edd-customer-filter-924x1024.png "user-loop-google-sheets-edd-customer-filter")](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-google-sheets-edd-customer-filter.png) **Step 5: Sync with Google Sheets** You’re just about ready to send EDD customer data to Google Sheets. All you have to do is click **Run now** and kick back as Automator handles the data entry for you. [![connect-edd-to-google-sheets-recipe-2-run-now](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-2-run-now-864x1024.png "connect-edd-to-google-sheets-recipe-2-run-now")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-2-run-now.png) With this recipe, you can generate any type of EDD customer list you want in Google Sheets. And, now that you’ve gotten the hang of creating *Loops*, why not try creating a *Post Loop* to sync your EDD download data to Google Sheets? [![connect-edd-to-google-sheets-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-3-1024x918.png "connect-edd-to-google-sheets-recipe-3")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-edd-to-google-sheets-recipe-3.png) [**Ready to manage your EDD customers and downloads like a pro? Grab your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I connect Easy Digital Downloads to Google Sheets for free?** Yes, you can connect Easy Digital Downloads to Google Sheets for free using Uncanny Automator. Simply download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/) to receive a limited number of app credits. Once you see how much time and money Automator can save you, upgrade to a Pro license and unlock even more triggers and actions. **Do I need coding skills to use Uncanny Automator?** No, you don’t need any coding skills to use Uncanny Automator or to connect EDD to Google Sheets. Automator has a user-friendly, click-and-play interface that allows you to create complex workflows with ease. Simply select your triggers and actions, configure them, and let Automator handle the rest. **What types of data can I sync from Easy Digital Downloads to Google Sheets?** With Uncanny Automator, you can sync a variety of data from Easy Digital Downloads to Google Sheets. This includes order details, customer information, download data, and more. You can customize your recipes to capture the exact data you need for your business analytics and reporting. **How secure is the data transferred between Easy Digital Downloads and Google Sheets?** Data transferred between Easy Digital Downloads and Google Sheets through Uncanny Automator is secure. You can further secure your data by restricting access to your Google Sheets worksheets. ## **Conclusion** Connecting Easy Digital Downloads to Google Sheets with Uncanny Automator is a game-changer for managing and analyzing your sales data. With its intuitive interface, extensive integrations, and powerful features, Automator simplifies the process of syncing your EDD data, saving you time and effort. In this step-by-step walkthrough, we showed you how to sync EDD sales data with Google Sheets in real-time. We also showed you some advanced Automator features for managing your customer and downloads data. [**Ready to take your workflow automation to the next level? Get started with Uncanny Automator today and experience seamless integration between Easy Digital Downloads and Google Sheets>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect WooCommerce to Trello: Master Ecommerce Order Fulfillment](https://automatorplugin.com/connect-woocommerce-to-trello-master-ecommerce-order-fulfillment/) **Published:** August 7, 2024 **Author:** Brendan Da Costa **Content:** *Connect WooCommerce to Trello with Uncanny Automator and streamline your order fulfillment process. Create and update cards, collaborate with team members and deliver for your customers.* [![connect-woocommerce-to-trello-featured-image](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-featured-image.jpg "connect-woocommerce-to-trello-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-featured-image.jpg) [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) is the leading ecommerce platform for WordPress websites. On the other hand, [**Trello**](https://automatorplugin.com/share/trello/) is a powerful web-based project management tool. By harnessing the kanban-style power of Trello, Woo store owners can master the art of order fulfillment. But we probably didn’t have to tell you that. Finding solutions for connecting your Woo store to Trello is likely what brought you here. In this blog post, we’ll show you how to create the seamless WooCommerce and Trello integration you’ve been looking for using the #1 automation tool on the market: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). We’ll show you how to create and update Trello cards based on your Woo orders, how to collaborate with your workspace members to deliver for customers and much more. But that’s enough of an introduction for now. Let’s get started. ## Why Connect [WooCommerce](https://automatorplugin.com/share/woocommerce/) to [Trello](https://automatorplugin.com/share/trello/) with [Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. Using simple combinations of triggers and actions called recipes, you can easily connect any (or all) of your favorite apps and plugins. [![automator-homepage-connect-woo-to-trello](https://automatorplugin.com/wp-content/uploads/2024/08/automator-homepage-connect-woo-to-trello.jpg "automator-homepage-connect-woo-to-trello")](https://automatorplugin.com/wp-content/uploads/2024/08/automator-homepage-connect-woo-to-trello.jpg) While Automator is the best all-purpose tool for integrating your favorite apps and plugins, there are some features that make it particularly effective for connecting WooCommerce and Trello. - **Affordability:** Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator is a seriously powerful plugin. But don’t worry. All of that power is packed into a user-friendly click-and-play interface with a learning curve so gentle that it’s barely a mound. - **Customizability:** A bevy of powerful features such as tokens, filters, schedules and formatters means that you can tailor any Woo and Trello recipe to suit your workflows. No other integration tool offers as many ways to customize your integrations as Automator. - **Integrations:** Automator has [**253 integrations**](https://automatorplugin.com/integrations/) with more on the way all of the time. This time means that you connect Woo and Trello to your CRM, customer support platform and much, much more. - **Seamless Connections:** Across all of its integrations, Automator has [**countless triggers and actions**](https://automatorplugin.com/all-triggers-and-actions/). For WooCommerce alone, Automator offers a variety of triggers and actions to cover activity ranging from customer purchases to order updates and inventory monitoring. This means that you can use Automator to connect Woo to Trello for any and all of your ecommerce needs. [**Ready to master the art of order fulfillment? Grab your Automator Pro license now so you can follow along as we create a seamless WooCommerce and Trello integration>>>.**](https://www.automatorplugin.com/pricing) Not ready to go Pro quite yet? You can still follow the rest of this tutorial with Automator’s [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version. Simply download and activate the plugin then [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as Trello, [**OpenAI**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Slack**](https://automatorplugin.com/share/slack/) and more! ## **Create Trello Cards from WooCommerce Orders** Now that you have your Automator Pro license, let’s take a look at creating our first Automator recipe to connect WooCommerce to Trello. [![connect-woocommerce-to-trello-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-1-1024x726.png "connect-woocommerce-to-trello-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-1.png) In the recipe pictured above, we’re able to create cards in Trello whenever a customer places an order in our Woo store. We can use Automator’s [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) features to add all of the order details to the Trello card. This way, our fulfillment team can easily track orders, meet deadlines and deliver for our customers. Want to know how we did it? Follow the steps below. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: We have selected *Logged-in users* because our WooCommerce store settings require customers to either log in or create an account at checkout. If you do not have these settings and want to capture all orders, you can still select *Everyone*.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Create Trello Cards from WooCommerce Orders”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![automator-woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2023/06/19.2-—-automator-woocommerce-integration.png "automator-woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2023/06/19.2-—-automator-woocommerce-integration.png) From the dropdown list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. [![woocommerce-trigger-a-user-pays-for-an-order-with-a-product](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-1024x488.png "woocommerce-trigger-a-user-pays-for-an-order-with-a-product")](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product.png) Automator will prompt you to select the *Trigger condition* and *Product*. For example, we have selected “lands on a thank you page for” and “any product” to capture orders as soon as a customer places them. Once you’re finished, click **Save**. Your trigger should look something like this: [![woo-trigger-a-user-lands-on-a-thank-you-page-for-an-order-live](https://automatorplugin.com/wp-content/uploads/2024/08/woo-trigger-a-user-lands-on-a-thank-you-page-for-an-order-live-1024x423.png "woo-trigger-a-user-lands-on-a-thank-you-page-for-an-order-live")](https://automatorplugin.com/wp-content/uploads/2024/08/woo-trigger-a-user-lands-on-a-thank-you-page-for-an-order-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Trello**. [![trello-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/08/trello-integration-not-connected.png "trello-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/08/trello-integration-not-connected.png) If you haven’t already connected your Atlassian/Trello account, click **Connect account** in the modal that appears. [![connect-trello-account](https://automatorplugin.com/wp-content/uploads/2024/08/connect-trello-account-1024x461.png "connect-trello-account")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-trello-account.png) Follow the prompts. Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select *Create a card*. [![trello-action-create-a-card](https://automatorplugin.com/wp-content/uploads/2024/08/trello-action-create-a-card-1024x487.png "trello-action-create-a-card")](https://automatorplugin.com/wp-content/uploads/2024/08/trello-action-create-a-card.png) Automator will present you with a form. Select the *Board* and *List* where you want to create your Trello card. [![connect-woocommerce-to-trello-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-1-1-1024x726.png "connect-woocommerce-to-trello-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-1-1.png) We can use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) to fill out the remaining fields. To select a token, simply click the **Asterisk** in a field. You can enter as many tokens in a field as you need. For example, in the *Name* field, we have selected the tokens “Order ID”, “Billing first name” and “Billing last name”. [![trello-board-and-list](https://automatorplugin.com/wp-content/uploads/2024/08/trello-board-and-list.png "trello-board-and-list")](https://automatorplugin.com/wp-content/uploads/2024/08/trello-board-and-list.png) You can fill out the remaining fields with the relevant tokens. For example, you might include the “Order Summary” token in the *Description* field and the “Current date” token in the *Start date* field. If you have custom fields for your Trello cards, click **Get custom fields** and fill them out using the relevant tokens and/or static data. Once you’re finished, click **Save**. Your completed action should look something like this: [![trello-action-create-a-card-live](https://automatorplugin.com/wp-content/uploads/2024/08/trello-action-create-a-card-live-1024x376.png "trello-action-create-a-card-live")](https://automatorplugin.com/wp-content/uploads/2024/08/trello-action-create-a-card-live-1024x376.png) (Note: We left the *Due date* field empty because we have configured an automation in Trello to add a due date to all cards added to our *To Do* list. However, if you want to add more dynamic due dates, scroll down to **Step 6**.) **Step 5: Go Live!** You’re just about ready to connect WooCommerce to Trello. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![connect-woocommerce-to-trello-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-1-live-1024x726.png "connect-woocommerce-to-trello-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-1-live-1024x726.png) That’s it! You’ve just connected your Woo store to Trello using the #1 automation and integration tool on the market. [**Want to make more integrations like this one? Get your Automator Pro license now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) In the previous section, we mentioned that Automator has some powerful features that make it uniquely suited for connecting Woo to Trello. In the next steps, we’ll highlight some of those features to show you how Automator can add dynamic due dates to your Trello cards. **Step 6: Add a Date Formatter Action** Do you have a WooCommerce store with customers in different markets? Then, you probably have different delivery/fulfillment expectations. Trello can automatically add due dates to your new cards. However, it can’t do that in a dynamic and responsive way. But, with Automator, you can create Trello cards with different *Due dates* depending on a customer’s shipping details. This process begins by converting the WooCommerce “Order date” token into a [Unix timestamp](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/) (i.e., a form that we can manipulate with calculations). We then add a specified amount of time to the timestamp, convert it into date format that our Trello card will recognize and use that as the *Due Date* token. Let’s see how.In the recipe editor, click **Add action** and select **Formatter**. [![formatter-integration](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-integration.png "formatter-integration")](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-integration.png) From the dropdown list that appears, select *Convert date into format*. [![formatter-action-convert-date-into-format](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-action-convert-date-into-format-1024x504.png "formatter-action-convert-date-into-format")](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-action-convert-date-into-format.png) In the *Input* field, select the WooCommerce token “Order date”. In the *Output format*, select *Unix timestamp*. [![convert-woocommerce-order-date-into-unix-timestamp](https://automatorplugin.com/wp-content/uploads/2024/08/convert-woocommerce-order-date-into-unix-timestamp-1024x815.png "convert-woocommerce-order-date-into-unix-timestamp")](https://automatorplugin.com/wp-content/uploads/2024/08/convert-woocommerce-order-date-into-unix-timestamp.png) Once you’re finished, click **Save**. Then, **drag and drop** the Formatter action above the WooCommerce action. [![reorder-formatter-and-woocommerce-actions](https://automatorplugin.com/wp-content/uploads/2024/08/reorder-formatter-and-woocommerce-actions.gif "reorder-formatter-and-woocommerce-actions")](https://automatorplugin.com/wp-content/uploads/2024/08/reorder-formatter-and-woocommerce-actions.gif) (Note: Automator actions run in the sequence in which they appear in the recipe builder.) **Step 7: Add A Formatter and Calculation Action** In the *Actions* panel, click **Add action** and select **Formatter** > *Convert date into format* again. This time, in the input field, select the token *Calculation*. [![formatter-calculation-token](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-calculation-token.png "formatter-calculation-token")](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-calculation-token.png) A modal will appear. In the *Formula* field, select the “Output token from the first **Formatter** action. Next, add a value in Unix time that represents the fulfillment deadline for a particular region. For example, we have added “259200” (i.e., 3 days in Unix time). [![automator-calculation-add-time-to-unix-timestamp](https://automatorplugin.com/wp-content/uploads/2024/08/automator-calculation-add-time-to-unix-timestamp.gif "automator-calculation-add-time-to-unix-timestamp")](https://automatorplugin.com/wp-content/uploads/2024/08/automator-calculation-add-time-to-unix-timestamp.gif) Change the output format to match the date format in your Trello account. For example, we have changed the output format to “M/D/YYYY”. Once you’re finished, click **Save** and **drag and drop** this second Formatter action above the WooCommerce action. Right now, your *Actions* panel, should look something like this: [![formatter-actions-and-trello-action](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-actions-and-trello-action-1024x1000.png "formatter-actions-and-trello-action")](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-actions-and-trello-action-1024x1000.png) **Step 8: Add a Filter** Now that we have created the token that represents our *Due date*, we can use filters to sort these actions by region. For example, we have a three (3) day fulfillment period for our United States based order. We can use Automator filters to “group” these actions. Here’s how. Hover over the first **Formatter** action and click **Filter**. [![formatter-filter-action](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-filter-action-1024x327.png "formatter-filter-action")](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-filter-action.png) In the modal that appears, select *The user’s shipping information contains a specific value*. [![woo-filter-shipping-information-contains](https://automatorplugin.com/wp-content/uploads/2024/08/woo-filter-shipping-information-contains-1024x329.png "woo-filter-shipping-information-contains")](https://automatorplugin.com/wp-content/uploads/2024/08/woo-filter-shipping-information-contains-1024x329.png) A second modal will appear. Configure the rule that suits your workflows and click **Save filter**. [![woo-shipping-information-contains-united-states](https://automatorplugin.com/wp-content/uploads/2024/08/woo-shipping-information-contains-united-states-1024x639.png "woo-shipping-information-contains-united-states")](https://automatorplugin.com/wp-content/uploads/2024/08/woo-shipping-information-contains-united-states-1024x639.png) **Drag and drop** the secondary Formatter action as well as the Trello action into the pane with your new filter. Your *Actions* panel should now look something like this: [![formatter-actions-and-trello-action-with-filter](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-actions-and-trello-action-with-filter-898x1024.png "formatter-actions-and-trello-action-with-filter")](https://automatorplugin.com/wp-content/uploads/2024/08/formatter-actions-and-trello-action-with-filter.png) **Step 9: Configure Your Due Date** You’re almost finished adding dynamic due dates to your Trello cards. All you have to do is add the “Output” token from your second Formatter action to the *Due Date* field in your Trello action. [![trello-dynamic-due-date](https://automatorplugin.com/wp-content/uploads/2024/08/trello-dynamic-due-date-1024x493.png "trello-dynamic-due-date")](https://automatorplugin.com/wp-content/uploads/2024/08/trello-dynamic-due-date-1024x493.png) That’s it! You’re all done. You’ve just mastered some of Automator’s most advanced and powerful features for customizing your integrations. You can add as many filters and actions as needed for each of your different regions. [**Grab your Automator Pro license now and take advantage of fully customizable WooCommerce and Trello integrations>>>.**](https://www.automatorplugin.com/pricing) ## **More Ways to Connect WooCommerce to Trello** You’ve just about mastered the art of connecting WooCommerce to Trello. Now, it’s time for you to try out some recipes of your own. To help get you started, here are some recipes that you might find useful. ### **Update Trello Cards Based on WooCommerce Order Status** As we mentioned before, Automator has tons of triggers and actions for WooCommerce. Once you’ve created a Trello card for a WooCommerce order, keep it updated with the latest developments.” In the recipe pictured below, we’re able to update a Trello card once an order status has changed. We can add new details, new team members, new labels or new custom fields. [![connect-woocommerce-to-trello-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-2-1024x698.png "connect-woocommerce-to-trello-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-2-1024x698.png) We even added a secondary action to notify our sales team in Slack about the progress in their order fulfillment. ### **WooCommerce Cart Abandonment with Trello** Want to boost your conversions with a hands-on approach to cart abandonment recovery? Automator can help with that. [![connect-woocommerce-to-trello-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-3-1024x955.png "connect-woocommerce-to-trello-recipe-3")](https://automatorplugin.com/wp-content/uploads/2024/08/connect-woocommerce-to-trello-recipe-3.png) In the recipe pictured above, we’re able to create a Trello card whenever a Woo customer abandons a product in their cart that they haven’t purchased before. [**These are just some of the powerful WooCommerce and Trello integrations you can create with Automator. Get your Pro license now and get on top of your ecommerce game>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **How do I connect WooCommerce to Trello?** You can connect WooCommerce to Trello with Uncanny Automator. Simply follow these five steps: 1\. Install and activate Uncanny Automator. 2\. Create a new recipe in Uncanny Automator, selecting WooCommerce as the trigger. 3\. Choose a Trello action, such as “Create a card”. 4\. Configure the details, using tokens to dynamically fill in information. 5\. Save, activate and test your recipe. **Can I connect WooCommerce to Trello for free?** You can connect WooCommerce to Trello for free using Uncanny Automator. Download and activate Automator’s [**free plugin**](https://wordpress.org/plugins/uncanny-automator/) and [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits. You’ll be able to use these credits towards creating integrations with web-based apps such as Trello, [**OpenAI**](https://automatorplugin.com/share/openai/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Slack**](https://automatorplugin.com/share/slack/) and more! **Can I update Trello cards automatically based on WooCommerce order status changes?** Yes, you can update Trello cards automatically based on WooCommerce order status changes. Create a recipe in Uncanny Automator with a WooCommerce trigger for order status change and set Trello actions to update the relevant cards with the new information. **Can I add due dates to Trello cards dynamically based on WooCommerce order details?** Yes, you can add dynamic due dates to Trello cards based on WooCommerce order details with Uncanny Automator. Use Automator’s Formatter integration to convert order dates into Unix timestamps, add the desired timeframe, and then convert it back to a date format compatible with Trello. **Why should I connect WooCommerce to Trello?** Connecting WooCommerce to Trello with Uncanny Automator offers several benefits: **Automation:** Streamlines order management and order fulfillment and reduces manual work. **Efficiency:** Improves team collaboration by providing real-time updates with 100% accurate information. **Customization:** Allows for highly tailored workflows with tokens, filters, and more. **Cost-savings:** Reduce overhead costs and avoid per-automation fees with Autmator. ## **Conclusion** Integrating WooCommerce with Trello using Uncanny Automator is a game-changer for ecommerce businesses looking to streamline their order fulfillment and enhance team collaboration. With powerful features like dynamic tokens, advanced filters, and customizable actions, Automator empowers you to automate and optimize your workflows effortlessly. In this blog, we covered setting up your first Woo and Trello integrations and showed you how to use powerful features to create more dynamic workflows. [**Ready to transform your ecommerce operations and boost productivity? Get your Uncanny Automator Pro license today and take full advantage of seamless WooCommerce and Trello integrations>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Automator: The Best Mailchimp and WooCommerce Integration](https://automatorplugin.com/automator-the-best-mailchimp-and-woocommerce-integration/) **Published:** July 29, 2024 **Author:** Brendan Da Costa **Content:** *Create a reliable and effortless Mailchimp to WooCommerce integration. Connect Mailchimp to WooCommerce with Automator and simplify the process of segmenting your contacts, tracking conversions and much more.* [![connect-mailchimp-to-woocommerce-featured-image](https://automatorplugin.com/wp-content/uploads/2024/07/connect-mailchimp-to-woocommerce-featured-image.jpg "connect-mailchimp-to-woocommerce-featured-image")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-mailchimp-to-woocommerce-featured-image.jpg) Are you looking for an easy way to connect your [**Mailchimp**](https://automatorplugin.com/share/mailchimp/) account to your WooCommerce store? If so, look no further! Uncanny Automator is the simplest and most reliable way to create a seamless Mailchimp and [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) integration. Whether you want to segment your contacts based on their purchase history, location, lifetime spend or whatever else you choose, [**Automator**](https://www.automatorplugin.com/pricing) is the tool for the job. In this article, we’ll discuss the features that make Automator the best integration tool for Mailchimp and WooCommerce. Then we’ll take you through setting up your first few automations and give you some tips and tricks for setting up your own integrations. Let’s get to it. ## What Makes [Automator](https://www.automatorplugin.com/pricing) the Best [Mailchimp](https://automatorplugin.com/share/mailchimp/) and [WooCommerce](https://automatorplugin.com/share/woocommerce/) Integration You may already know [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. But, in case you didn’t, it’s pretty straightforward: using simple combinations of triggers and actions called *recipes*, you can connect all of your favorite apps and plugins. Including, of course, [**Mailchimp**](https://automatorplugin.com/share/mailchimp/) and [**WooCommerce**](https://automatorplugin.com/share/woocommerce/). [![connect-mailchimp-to-woo-integration](https://automatorplugin.com/wp-content/uploads/2024/07/connect-mailchimp-to-woo-integration.jpg "connect-mailchimp-to-woo-integration")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-mailchimp-to-woo-integration.jpg) There are tons of Automator features that make it the ideal Mailchimp and Woo integration tool. We could write a whole thesis on the subject—but you don’t have that much time and we don’t have that much ink. Instead, here are the top reasons that you should consider Automator when trying to connect your Mailchimp account to your Woo store. **1. Seamless Integration** Automator has [dozens upon dozens of triggers and actions](https://automatorplugin.com/all-triggers-and-actions/) for Mailchimp and WooCommerce alone. Whether you want to add one of your Woo customers to a Mailchimp audience, tag Woo customers based on their product purchases or page views, or remain GDPR compliant and unsubscribe a Woo customer, Automator does it all. **2. Customizable Connection** Unlike other integration tools, Automator lets you decide how you want your Mailchimp account to interact with your Woo-powered ecommerce store. You can opt for full integration, connecting all of your Woo customer data to your Mailchimp CRM or limit it to just a few key data points. Additionally, Automator allows two-way integration so you can make changes in your Woo store based on changes in your Mailchimp account. **3. Infinite Segmentation** Automator taps directly into your WordPress website’s metadata. This means that you can use any kind of information you want to segment your Mailchimp audience. Whether you want to tag users based on lifetime spend, last purchase date, birthday, company or even hair color. If you can gather the data in Woo, you can use it to segment your contacts. [![connect-mailchimp-to-woo-segmentation](https://automatorplugin.com/wp-content/uploads/2024/07/connect-mailchimp-to-woo-segmentation.jpg "connect-mailchimp-to-woo-segmentation")](https://automatorplugin.com/wp-content/uploads/2024/07/connect-mailchimp-to-woo-segmentation.jpg) **4. Powerful Integrations** Mailchimp and WooCommerce are powerful tools all on their own. They’re even more powerful paired together or with any number of Automator’s [**253 integrations**](https://www.automatorplugin.com/pricing). Want to use [**OpenAI**](https://automatorplugin.com/share/openai/) to help you draft and optimize email copy based on a customer’s Woo purchase history? How about harnessing the analytical power of tools such as [**Google Sheets**](https://automatorplugin.com/share/google-sheets/), [**Airtable**](https://automatorplugin.com/share/airtable/) or [**Notion**](https://automatorplugin.com/share/notion/) to optimize your segmentation strategy? In all of those scenarios, and more, Automator has you covered. **5. Awesome Addons** Want to make the most out of your Mailchimp and WooCommerce integration? Uncanny Automator’s [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) opens up the possibility of even greater segmentation. Track custom types of Woo customer data to create more detailed and personalized profiles that drive conversions. [**Convinced yet? If you’re ready to connect Mailchimp to WooCommerce with #1 integration tool on the market, then grab your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) Not sure that Automator is for you? No worries. Download the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of Automator then [**register your account**](https://automatorplugin.com/app-credits/). You’ll get a limited number of app credits to try out the Mailchimp and WooCommerce integration—and hundreds more! ## **Add Woo Customers to Mailchimp Audiences** Now that you have your Automator Pro license, let’s take a look at creating our first recipe. [![mailchimp-and-woocommerce-integration-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-1-1024x667.png "mailchimp-and-woocommerce-integration-recipe-1")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-1.png) In the recipe pictured above, we’re able to automatically add our WooCommerce customers to our Mailchimp audience. Want to know how we did it? Follow the steps below. P.S. Make sure to follow Step 6 to improve the integration. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png "automator-recipe-type-logged-in-users")](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: We’re able to use *Logged-in users* because our Woo store settings require customers to create an account or login at checkout. If your Woo store settings allow customers to checkout without having an account, you can select *Everyone* and use *tokens*.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Add WooCommerce Customers to Mailchimp Audiences”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. [![woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png "woocommerce-integration")](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png) From the dropdown list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. [![automator-woocommerce-integration-triggers](https://automatorplugin.com/wp-content/uploads/2023/04/9-—-Uncanny-Automator-WooCommerce-A-user-completes-pays-for....png "automator-woocommerce-integration-triggers")](https://automatorplugin.com/wp-content/uploads/2023/04/9-—-Uncanny-Automator-WooCommerce-A-user-completes-pays-for....png) Automator will prompt you to select the *Trigger condition* and *Product*. We have selected *completes* and *Any product* to capture as many leads as possible. (Later on, we’ll show you how selecting *Any product* can make your contact tagging even simpler.) Once you’re finished, your completed trigger should look like this: [![automator-woocommerce-integration-trigger-live](https://automatorplugin.com/wp-content/uploads/2023/04/10-—-Uncanny-Automator-WooCommerce-A-user-completes-pays-for...-Live.png "automator-woocommerce-integration-trigger-live")](https://automatorplugin.com/wp-content/uploads/2023/04/10-—-Uncanny-Automator-WooCommerce-A-user-completes-pays-for...-Live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Mailchimp**. [![mailchimp-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-integration-not-connected.png "mailchimp-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-integration-not-connected.png) Follow the prompts to connect your Mailchimp account if you haven’t already. Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select *Add the user to an audience*. [![mailchimp-action-add-user-to-an-audience](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience-1024x493.png "mailchimp-action-add-user-to-an-audience")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience.png) (Note: If you had selected the recipe type *Everyone*, then you can select the Mailchimp action *Add a contact to an audience* and use [*tokens*](https://automatorplugin.com/action-tokens/) to add the Woo customer’s *Billing email*.) Automator will present you with a form to input your new contact’s information. Once you’ve selected the specifications such as *Audience* and *Double opt-in*, scroll down to *Merge fields*. (Note: We recommend selecting “Yes” under the field *Update existing*. Not only will this keep your Mailchimp information up-to-date, but will also allow you to add/configure custom fields later on.) [![update-existing-mailchimp-contact](https://automatorplugin.com/wp-content/uploads/2024/07/update-existing-mailchimp-contact.png "update-existing-mailchimp-contact")](https://automatorplugin.com/wp-content/uploads/2024/07/update-existing-mailchimp-contact.png) At the bottom of the form, click **Load fields**. Automator will then retrieve all of the contact information fields, including custom fields, from your Mailchimp account. [![mailchimp-load-contact-fields](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-load-contact-fields-1024x443.png "mailchimp-load-contact-fields")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-load-contact-fields.png) Once the fields have loaded, we’ll use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) to populate the *Value* fields. To retrieve a token, click on the **Asterisk** and select the token that corresponds to the field. [![mailchimp-woo-token-billing-first-name](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-woo-token-billing-first-name-1024x716.png "mailchimp-woo-token-billing-first-name")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-woo-token-billing-first-name.png) For example, in the fields “FNAME”, “LNAME” and “ADDRESS\_addr1”, you might select the Woo trigger tokens “Billing first name”, “Billing last name” and “Billing address line 1”. (Note: If you had selected the recipe type *Everyone*, then there will be an *Email* field. Simply select the “Billing email” token to populate this field.) Once you’re finished, click **Save**. Your completed action should look like this: [![mailchimp-action-add-user-to-an-audience-live](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience-live-1024x457.png "mailchimp-action-add-user-to-an-audience-live")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-user-to-an-audience-live.png) **Step 5: Go Live!** You’re just about to complete your first Mailchimp to WooCommerce integration. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![mailchimp-and-woocommerce-integration-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-1-live-1024x667.png "mailchimp-and-woocommerce-integration-recipe-1-live")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-1-live.png) That’s it! You’ve just connected Mailchimp to your WooCommerce store. [**Ready to make some Mailchimp and Woo integrations of your own? Grab your Automator license now and upgrade your email marketing>>>.**](https://www.automatorplugin.com/pricing) But what about tagging your Woo customers in Mailchimp? And how can you track a customer’s lifetime value? Let’s take a look. **Step 6: Tag Woo Customers in Mailchimp Dynamically** Now that we have an action to add (or update) our Woo customers to Mailchimp whenever they make a purchase, let’s take a look at segmenting them. Using tokens, we can tag our customers dynamically. Here’s how we can do it. In the *Actions* panel, click **Add action** and select **Mailchimp**. From the dropdown list that appears, select *Add a tag to the user*. [![mailchimp-action-add-a-tag-to-the-user](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user-1024x492.png "mailchimp-action-add-a-tag-to-the-user")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user.png) Automator will ask you to select the *Audience* and the *Tag* that you want to add to the user. In the *Tag* field, from the dropdown list, select *Use a token/custom value*. Next, select the token “Product title” or whichever token represents the information you want to use to segment your contacts. [![woo-dynamic-mailchimp-tag-product-title](https://automatorplugin.com/wp-content/uploads/2024/07/woo-dynamic-mailchimp-tag-product-title-1024x534.png "woo-dynamic-mailchimp-tag-product-title")](https://automatorplugin.com/wp-content/uploads/2024/07/woo-dynamic-mailchimp-tag-product-title.png) Once you’re finished, click **Save**. Your new *Actions* panel should look like this: [![mailchimp-actions-add-and-tag-the-user](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-actions-add-and-tag-the-user-1024x620.png "mailchimp-actions-add-and-tag-the-user")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-actions-add-and-tag-the-user.png) Want more segmentation? Add as many actions as you’d like, using tokens to tag your Woo customers with everything from locations to coupons and much more. [**Want to create powerful integrations like this all on your own? Grab your Automator Pro license now and connect Mailchimp to WooCommerce with ease and confidence>>>.**](https://www.automatorplugin.com/pricing) ## **More Ways to Tag Woo Customers** With so many triggers and actions, Automator offers countless ways for you to tag and segment your Woo customers in Mailchimp. Take the recipe below, for example. [![mailchimp-and-woocommerce-integration-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-2-1024x932.png "mailchimp-and-woocommerce-integration-recipe-2")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-2.png) We’re able to tag Woo customers in Mailchimp based on their product views. And, using some of Automator’s most powerful features (*filters* and *delays*) we can enhance the integration. Let’s take a look at recreating this recipe. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Logged-in users*. Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Mailchimp and Woo Integration: Product View Tag”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Woo**. From the dropdown list that appears, select *A user views a product*. Automator will prompt you to select a product; you can select *Any product* for dynamic tagging. Once you’re finished, click **Save**. Your completed trigger should look like this: [![woo-trigger-a-user-views-a-product-live](https://automatorplugin.com/wp-content/uploads/2024/07/woo-trigger-a-user-views-a-product-live-1024x371.png "woo-trigger-a-user-views-a-product-live")](https://automatorplugin.com/wp-content/uploads/2024/07/woo-trigger-a-user-views-a-product-live.png) **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Mailchimp**. From the dropdown list that appears, select *Add a tag to the user*. Just as in the previous recipe that we created, select the “Product title” token or “Product ID” token. Once you’re finished, click **Save**. Your completed action should look like this: [![mailchimp-action-add-a-tag-to-the-user-live](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user-live-1024x457.png "mailchimp-action-add-a-tag-to-the-user-live")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user-live.png) **Step 4: Configure Your Action Filter(s) and Delay** As our recipe stands, we will tag our Woo customers in Mailchimp with every product they view. However, that’s not exactly an efficient way to segment our contacts. Using *filters* and *delays*, however, we can optimize this marketing automation to only tag customers who have viewed a product but haven’t yet purchased it. To add a filter, simply hover over the action and click **Filter**. [![mailchimp-action-add-a-filter](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-filter-1024x455.png "mailchimp-action-add-a-filter")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-filter.png) In the *Condition* modal that appears, select *Woo* > *The user has not purchased a specific product*. [![filter-condition-modal-woo-user-has not-purchased-product](https://automatorplugin.com/wp-content/uploads/2024/07/filter-condition-modal-woo-user-has-not-purchased-product-1024x822.png "filter-condition-modal-woo-user-has not-purchased-product")](https://automatorplugin.com/wp-content/uploads/2024/07/filter-condition-modal-woo-user-has-not-purchased-product.png) Next, Automator will prompt you to configure the rule. In this second modal, from the dropdown list in the *Product* field, select *Use a token/custom value* and select the “Product title” or “Product ID” token—whichever suits your workflows. [![woo-user-has-not-purchased-custom-token-value-product-title](https://automatorplugin.com/wp-content/uploads/2024/07/woo-user-has-not-purchased-custom-token-value-product-title-1024x473.png "woo-user-has-not-purchased-custom-token-value-product-title")](https://automatorplugin.com/wp-content/uploads/2024/07/woo-user-has-not-purchased-custom-token-value-product-title.png) When you’re finished, click **Save filter**. Your action should now look like this: [![mailchimp-action-add-a-tag-to-the-user-live-with-filter](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user-live-with-filter-1024x589.png "mailchimp-action-add-a-tag-to-the-user-live-with-filter")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user-live-with-filter.png) Of course, our user might already be in the process of purchasing the product they’ve just viewed, so we wouldn’t want to tag them for viewing it right away. For this, we can add a delay. Again, hover over the action and click **Delay**. In the modal that appears, set an appropriate time delay for your checkout process. For example, we have set our delay to “1 day(s)”. [![automator-delay-1-day](https://automatorplugin.com/wp-content/uploads/2024/07/automator-delay-1-day-795x1024.png "automator-delay-1-day")](https://automatorplugin.com/wp-content/uploads/2024/07/automator-delay-1-day.png) Once you’re finished, click **Set delay**. Your action should now look something like this: [![mailchimp-action-add-a-tag-to-the-user-live-with-filter-and-delay](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user-live-with-filter-and-delay-1024x590.png "mailchimp-action-add-a-tag-to-the-user-live-with-filter-and-delay")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-action-add-a-tag-to-the-user-live-with-filter-and-delay-1024x590.png) **Step 5: Tag ‘em!** You’re just about ready to add some powerful dynamic tagging to your marketing automation workflows. All that you need to do now is toggle the recipe from *Draft* to *Live*. [![mailchimp-and-woocommerce-integration-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-2-live-1024x932.png "mailchimp-and-woocommerce-integration-recipe-2-live")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-2-live.png) [**Ready to upgrade your email marketing automations? Grab your Automator Pro license now and start segmenting your Woo customers like a true marketing professional>>>.**](https://www.automatorplugin.com/pricing) ## **Track Lifetime Value, Last Purchase Date and… Basically Anything You Want** We previously mentioned Automator’s [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) and how it can help you improve your segmentation and build customer profiles. [![custom-user-profile-fields-featured-image](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-profile-fields-featured-image-twitter-1024x576.jpg "custom-user-profile-fields-featured-image-twitter")](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-profile-fields-featured-image-twitter.jpg) In this section, we’ll briefly take a look at how the CUF Addon can track customer metrics such as lifetime value, last purchase date and, well, basically anything you want. ### **Track Lifetime Value Using** [**Calculations**](https://automatorplugin.com/knowledge-base/calculations-math-equations/) Once you’ve installed and activated the CUF Addon, create a user field for tracking a customer’s lifetime value. [![cuf-addon-lifetime-value-field](https://automatorplugin.com/wp-content/uploads/2024/07/cuf-addon-lifetime-value-field-1024x845.png "cuf-addon-lifetime-value-field")](https://automatorplugin.com/wp-content/uploads/2024/07/cuf-addon-lifetime-value-field.png) Similarly, [create a new audience field in Mailchimp](https://mailchimp.com/help/manage-audience-signup-form-fields/). This new field will appear in Automator when you click **Load fields** in a Mailchimp action in the recipe editor. Now, let’s take a look at tracking a customer’s lifetime value. Returning to **Step 4** of the first recipe that we created together, we now have a field labeled “LTSpend”. We can populate this field using a special kind of token called a *Calculation* that will add a customer’s order total to the CUF field that we created. [![ltspend-modifier-calculation-token](https://automatorplugin.com/wp-content/uploads/2024/07/ltspend-modifier-calculation-token-1024x977.png "ltspend-modifier-calculation-token")](https://automatorplugin.com/wp-content/uploads/2024/07/ltspend-modifier-calculation-token.png) In the *Calculation* modal that appears, select the token “Lifetime Spend” from the CUF Addon. Next, **add** the WooCommerce token “Order total (unformatted)” to the custom field. [![lifetime-spend-plus-order-total-calculation](https://automatorplugin.com/wp-content/uploads/2024/07/lifetime-spend-plus-order-total-calculation.gif "lifetime-spend-plus-order-total-calculation")](https://automatorplugin.com/wp-content/uploads/2024/07/lifetime-spend-plus-order-total-calculation.gif) (Note: You must select the “unformatted” token to perform the calculation, as this token only contains numbers while the “Order total” token also contains symbols.) Once you’re finished, click **Add token**. Now, whenever one of our Woo customers makes a purchase, we can update our custom field in Mailchimp as well. [![mailchimp-and-woocommerce-integration-recipe-1-with-calculation](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-1-with-calculation-1024x667.png "mailchimp-and-woocommerce-integration-recipe-1-with-calculation")](https://automatorplugin.com/wp-content/uploads/2024/07/mailchimp-and-woocommerce-integration-recipe-1-with-calculation.png) [**Want to add custom fields of your own? Get the Automator Custom User Fields Addon and segment your Mailchimp audiences in whichever way drives your conversions>>>.**](https://automatorplugin.com/custom-user-fields-addon/) ## **Frequently Asked Questions** **Can I connect Mailchimp to WooCommerce for free?** Yes, you can connect Mailchimp to WooCommerce for free using Uncanny Automator. After downloading the [**FREE FOREVER**](https://wordpress.org/plugins/uncanny-automator/) version of the plugin, [**register your account**](https://automatorplugin.com/app-credits/) for a limited number of app credits to try out this awesome integration. However, while the free version includes many essential triggers and actions, upgrading to Automator Pro unlocks more advanced features and integrations, providing greater marketing automation capabilities. **How do I connect Mailchimp to WooCommerce Memberships and Subscriptions?** Uncanny Automator has tons of triggers, actions and filters specific to Woo addons such as Memberships and Subscriptions. Segment your Woo customers in Mailchimp based on their membership and/or subscription status, membership activity and much more. **What are the benefits of integrating Mailchimp with WooCommerce using Automator?** While there are a few options out there for integrating Mailchimp and WooCommerce, none are as reliable, flexible or customizable as Automator. Whether it’s features such as filters and delays, powerful capabilities such as calculations or bonuses such as the Custom User Fields, Automator lets you create integrations that suit your needs. And with one of the best support teams in the WordPress community, your integrations are guaranteed to work. **Can I segment my WooCommerce customers in Mailchimp based on their purchase history?** Of course you can! Use some of the recipes that we created together in this walkthrough to tag your Woo customers in Mailchimp as they make their purchases. You could even use Automator’s *User Loops* feature to retroactively tag Woo customers in Mailchimp based on their previous purchases—or lack thereof! **Can I send Mailchimp campaigns to my WooCommerce customers?** Automator lets you send out entire Mailchimp email campaigns directly from your WordPress website, using data from your Woo store. You can even use your pre-existing Mailchimp templates or draft something entirely new and different from scratch using an HTML email writer. ## **Conclusion** In this blog post, we looked at what makes Uncanny Automator the best tool for connecting Mailchimp to WooCommerce. We walked you through setting up your first Mailchimp and WooCommerce integration then showed you some of Automator’s more powerful features for upgrading your marketing automation. By now, we’re pretty confident that you’re ready to tackle making some delicious conversion-boosting recipes of your own. And don’t forget; Automator integrates with tons of other apps and plugins such as [**OpenAI**](https://automatorplugin.com/share/openai/), [**Google Sheets**](https://automatorplugin.com/share/google-sheets/), [**Airtable**](https://automatorplugin.com/share/airtable/) and [**Notion**](https://automatorplugin.com/share/notion/)—to name just a few. [**Ready to harness the power of the #1 automation and integration tool? Grab your Automator Pro license if you haven’t already or upgrade to a Plus or Elite license to capitalize on must-have addons>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [The Best WordPress Membership Plugins for Any Website](https://automatorplugin.com/the-best-wordpress-membership-plugins-for-any-website/) **Published:** September 8, 2022 **Author:** Brendan Da Costa **Content:** Are you thinking of building a snazzy members-only website? Want to share exclusive content with a select few? Maybe dish out premium perks to your most valued members? Whether you already have an offline club or you’re just starting out building an online member base, there is a WordPress membership plugin built just for you. We’ve compiled a list of the six most popular and powerful WordPress membership plugins, each with their own area of specialty and functionality. These plugins range from FREE to more affordable than you’d think! Read through the options below and choose the plugin that works best for your WordPress business. Then find out how [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) can connect your favourite plugins and apps so you can spend more time serving your members and less time doing the grunt work. ## **Why You Should Start a Membership Website** Whether you already have an existing business or you’re building one from the digital foundations up to “the cloud”, memberships can help you get to the next level. ### **Build a Sense of Community** If you’re trying to grow your company, you’re also trying to grow your community—and memberships can help you. Offering memberships to your customers gives them a stronger sense of belonging so that they keep coming back—or simply never leave! ### **Bolster Your Brand** Membership plugins that grow your company can also help you shape your brand identity. Whether it’s intangible features like the design of your forums or physical products like members-only merchandise, you can use memberships to further build your brand. ### **Market to Your Members** Member lists and profiles are the best place to start your next advertising campaign. Build detailed member profiles so that you can tailor your marketing and advertising efforts to their specific wants, needs and tastes. ### **Earn a Steady Revenue Stream** Turn a steady stream of content into a steady stream of revenue. Subscriptions and recurring memberships give businesses a reliable revenue source so that they can continue to serve their customers. Ensure your members keep up their subscriptions with personalized content and watch your member list grow. Once you’ve decided to start up a membership service, the only question that remains is, “How?” The answer to that question will depend on what type of memberships you’ll be offering. But we guarantee that there’s a plugin out there that will fit your needs like… well, like a plug in a socket! ## 1. [MemberPress](https://automatorplugin.com/share/memberpress) [**MemberPress**](https://automatorplugin.com/share/memberpress) bills itself as the “all-in-one” membership plugin for WordPress—and with its bevy of powerful features, it’s easy to see why. With MemberPress, you can easily create and manage just about any type of membership website, from premium learning management systems to paywall restricted blogs. Additionally, MemberPress comes equipped with a payment gateway so you can start processing payments without any additional plugins or software. [![MemberPress Homepage](https://automatorplugin.com/wp-content/uploads/2022/09/The-Best-WordPress-Membership-Plugins-for-Any-Website-Image-1.png)](https://automatorplugin.com/share/memberpress)### MemberPress **Features** MemberPress offers an exhaustive menu of features to make customizing and managing your WordPress membership website hassle-free. However, some of the more notable features include course creation, pricing pages, drip content, infinitely customizable access rules and seamless page builder integration ([**Divi**](https://automatorplugin.com/share/divi) and [**Elementor**](https://automatorplugin.com/share/elementor)). [Click here](https://memberpress.com/plans/pricing/) and scroll down the page for a full list of features and integrations. ### **Who Is MemberPress For?** With so much flexibility in its features, it would be fair to call MemberPress the generalists’ membership plugin—if those generalists specialized in value. If you want to offer a wide range of membership benefits with various types of content, then MemberPress gives you the best bang for your buck. Similarly, if you’re just starting out and you need to grow your membership base and experiment with different models, you can do that with MemberPress in an economical way. ### MemberPress **Pricing** Considering how powerful MemberPress is, it is among the more economical options for WordPress users starting up a membership business. Annual plans start at only $179 for a single site. However, seeing as though MemberPress doesn’t offer a free version, there is no cost-free way to get started. But there is a risk-free way to try out the “all-in-one” membership plugin as MemberPress offers a 14-day money back guarantee. [Click here](https://memberpress.com/plans/pricing/) for the latest MemberPress pricing. ## 2. [LearnDash](https://automatorplugin.com/share/learndash) + [BuddyBoss](https://automatorplugin.com/share/buddyboss/) [**LearnDash**](https://automatorplugin.com/share/learndash) is the premier learning management system (LMS) for WordPress websites—with a few extra features packed in under the hood. As a dedicated LMS, LearnDash makes it easy to create and customize online courses and lessons of any kind—from casual cooking classes to college-level curricula. With PayPal, Stripe and 2Checkout, you can easily restrict your content to paying customers and set up one-time or recurring payment schedules. LearnDash also comes with a “group” system that adds basic membership capabilities to elearning sites. [![LearnDash Homepage](https://automatorplugin.com/wp-content/uploads/2022/09/The-Best-WordPress-Membership-Plugins-for-Any-Website-Image-2.png)](https://automatorplugin.com/share/learndash)[**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) is the #1 online community builder for WordPress websites. Create events, forums, groups, activity feeds and even job boards to immerse your members in their community. Allow features such as likes, friends and followers, mentions and direct messages to keep your members engaged. Additionally, BuddyBoss gives you the ability to create an app for your online community so that your members can always stay connected. [![BuddyBoss Homepage](https://automatorplugin.com/wp-content/uploads/2022/09/The-Best-WordPress-Membership-Plugins-for-Any-Website-Image-3.png)](https://automatorplugin.com/share/buddyboss/)### LearnDash + BuddyBoss **Features** As a LMS, LearnDash is loaded with must-have features such as a course builder, quizzes, leaderboards, badges and certificates, flexible prerequisites, etc. However, LearnDash takes e-learning to the next level with marketing and sales tools such as shopping carts and subscriptions, drip content and support for various media formats. [Click here](https://www.learndash.com/features/) for a full list of LearnDash features. Similarly, BuddyBoss is a flexible, feature-rich social plugin that extends LearnDash with rich community features. Allow your members to create profiles, befriend each other, write their own blogs and join forums. [Click here](https://www.buddyboss.com/about-buddypress/) for a full list of BuddyBoss features. [Click here](https://www.buddyboss.com/elearning/#:~:text=Building%20your%20course%20platform%20on,courses%20from%20your%20WordPress%20Dashboard.) for an overview of the LearnDash/BuddyBoss integration. ### **Who Is the LearnDash + Buddy Combination For?** If you want to create a membership website centered around online learning and community building, then the LearnDash + BuddyBoss combination is tough to beat—though it might be a lot to learn. New WordPress users might need some additional time to familiarize themselves with these plugins. As LMS membership platforms, both LearnDash and BuddyBoss function well on their own. And, though there is a lot of overlap between LearnDash and BuddyBoss features, they serve better as complements than they do as substitutes. With LearnDash and BuddyBoss together, you can recreate a complete campus experience for your members, with informative and interactive course material in a wholly immersive online community setting. ### LearnDash + BuddyBoss **Pricing** **[Click here](https://automatorplugin.com/share/learndash)** for the latest LearnDash pricing. **[Click here](https://automatorplugin.com/share/buddyboss/ "Click here")** for the latest BuddyBoss pricing, including a pricing and delivery schedule for the native BuddyBoss mobile app. Both LearnDash and BuddyBoss offer money-back guarantees so you can teach a course on “No-Brainers” to all of your members after you get started. ## 3. Woo [Memberships](https://automatorplugin.com/share/woocommerce-memberships/) + [Subscriptions](https://automatorplugin.com/share/woocommerce-subscriptions/) [**Woo Memberships**](https://automatorplugin.com/share/woocommerce-memberships/) is a purpose-built WooCommerce extension for creating and managing memberships on your WordPress website. It’s a behemoth of a plugin but, with its intuitive interface, it’s one of the easiest to use (and most powerful) membership plugins on the market today. [![woocommerce-homepage](https://automatorplugin.com/wp-content/uploads/2024/02/woocommerce-homepage-1024x520.png)](https://automatorplugin.com/share/woocommerce-memberships/) [**Woo Subscriptions**](https://automatorplugin.com/share/woocommerce-subscriptions/)—a separate extension—takes memberships a step further and gives you, and your customers, added flexibility (pretzel-like flexibility, in fact). The Subscriptions extension allows you to set up recurring payments so that your members never lapse. Additionally, you can leverage the power of Woo Subscriptions to prorate member payments for their convenience, create limited free trial options with drip content and empower your members with the ability to pause their subscription. Pairing Woo Memberships with the Subscriptions extension gives you the ability to create something every WooCommerce store owner needs: a steady and predictable revenue stream. ### Woo **Features** Aside from the usual membership plugin features such as content restriction and member profiles, Woo Memberships has some unique functionalities to make you say, “Woo!” Offer store-wide member discounts, special in-store member offers and exclusive member content and products. Where this option really stands out, however, is in its customizability. With WooCommerce, you gain access to an entire ecosystem of free and premium extensions so you can customize your WooCommerce store, memberships and subscriptions however you’d like. [Click here](https://woocommerce.com/products/) for a full list of the 130+ extensions you can use to build and customize your store and memberships to suit your exact needs. ### **Who Is Woo For?** The ability to add or remove extensions as you choose makes the WooCommerce Memberships + Subscriptions option one of the most versatile and viable for any WordPress user. You can always start simple—and cheaply—and add extensions as your membership grows. With that said, however, Woo Memberships is geared towards WordPress users with a planned or existing eCommerce store. If memberships are not your primary product or service or you want to leverage the advantages of selling memberships to boost your eCommerce business, then this is your solution. [Click here](https://woocommerce.com/products/woocommerce-memberships/) for a full description of Woo Memberships features and functions or [click here](https://woocommerce.com/products/woocommerce-subscriptions/?utm_source=google&utm_medium=cpc&utm_campaign=marketplace_search_brand_row&utm_content=+woocommerce_+subscriptions&gclid=CjwKCAjw6raYBhB7EiwABge5KhkiZwq5IWLa-CMx_ZS0ohu7v6qGbWe6PnDYCSITVy27UP4vICJqMxoC8HwQAvD_BwE) to learn more about Woo Subscriptions. ### Woo **Pricing** **WooCommerce Memberships:** $199/year **WooCommerce Subscriptions:** $239/year WooCommerce Memberships + Subscriptions is as flexible a pairing as you’ll find out there. And that flexibility extends to the cost. WooCommerce gives you a generous 30-day money back guarantee so you can try it out for a month before deciding if it’s right for you. [**Click here**](https://automatorplugin.com/share/woocommerce-memberships/) for the latest Woo Memberships pricing or [**click here**](https://automatorplugin.com/share/woocommerce-subscriptions/) for the latest Woo Subscriptions pricing. ## 4. [Ultimate Member](https://automatorplugin.com/share/ultimate-member) [**Ultimate Member**](https:www.automatorplugin.com/share/ultimate-member) is a no-frills, all-business membership plugin for WordPress—and it’s free forever! Right out of the box, Ultimate Member comes equipped with the essential tools you need to create an engaging membership website. Restrict content, create branded registration forms and browse your ever-growing member directory. Then, when you’re ready to upgrade, customize your memberships with dozens of extensions. [![Ultimate Member Homepage](https://automatorplugin.com/wp-content/uploads/2022/09/The-Best-WordPress-Membership-Plugins-for-Any-Website-Image-5.png)](https://automatorplugin.com/share/ultimate-member)### Ultimate Member **Features** The free version of Ultimate Member is a barebones membership tool meant to help you get started. It comes with the tools required to create a membership website such as login/logout forms, content restriction, user profiles, etc. Paid plans add powerful extensions such as [**Woo**](https://automatorplugin.com/share/woocommerce/) for payment processing, [**MailChimp**](https://automatorplugin.com/share/mailchimp/) for email marketing and social login so you can keep growing your member base. [Click here](https://ultimatemember.com/features/) for a full list of Ultimate Member’s features or [click here](https://ultimatemember.com/extensions/) to learn more about the extensions you gain access to with a paid plan. ### **Who Is Ultimate Member For?** Ultimate Member is the best option for those seeking to grow their member base before they attempt to monetize it. The fact that Ultimate Member is free forever means that you can experiment with all different kinds of member perks, content types and advertising models to grow your business without putting yourself out of pocket. Ultimate Member is also a powerful tool for social and interest/activity groups who want to create simple members’ only websites. As your member base grows, upgrade to a paid plan so your members can pay their dues online, send direct messages, share useful tips in forums and even leave each other reviews. ### Ultimate Member **Pricing** **Core:** FREE **Extensions Pass:** $249/year **Extensions + Theme Pass:** $299/year What’s more affordable than free? How about a 30-day money back guarantee that gives you “ultimate” access! [**Click here**](https://automatorplugin.com/share/ultimate-member) for the latest Ultimate Member pricing. ## 5. [Paid Memberships Pro](https://automatorplugin.com/share/pmpro) [**Paid Memberships Pro**](https://automatorplugin.com/share/pmpro) (PMP) is the WordPress membership plugin that does it all—and then some. PMP is a powerhouse of a plugin with advanced features and functions that allow developers to unleash their imaginations. Despite its sophistication, however, PMP is still accessible for casual WordPress users (not least of all because it comes with an eye-poppingly powerful FREE version). [![Paid Memberships Pro Homepage](https://automatorplugin.com/wp-content/uploads/2022/09/The-Best-WordPress-Membership-Plugins-for-Any-Website-Image-6.png)](https://automatorplugin.com/share/pmpro)### **Paid Memberships Pro Features** With Paid Memberships Pro, you get all of the usual membership plugin features such as content restriction, payment gateway integration and member management tools. However, Paid Memberships Pro enhances all of these features, giving you more hands-on control. Create restricted and personalized drip content for each of your members, accept payments offline and process them separately or gather member information by membership level. [Click here](https://www.paidmembershipspro.com/features/#post-257156) for a full list of Paid Memberships Pro’s amazing features. ### **Who Is Paid Memberships Pro For?** Paid Memberships Pro is the membership plugin for WordPress users who mean business. Paid versions allow you to operate multiple membership websites and add dynamic features such as variable pricing, proration and invitation only membership to give you greater control. Nevertheless, with such a powerful free version available for download, there’s no reason that casual WordPress users such as part-time bloggers can’t get started with Paid Memberships Pro and grow into it. ### **Pricing** Paid Memberships Pro are the only professionals you’ll find who are willing to work for free—or for only pennies a day! **WordPress Plugin:** FREE **Standard:** $247/year **Plus:** $397/year **Enterprise:** $5,000+/year **[Click here](https://automatorplugin.com/share/pmpro)** for the latest Paid Memberships Pro pricing. ## 6. [Restrict Content Pro](https://automatorplugin.com/share/restrict-content-pro/) Memberships come with all kinds of perks and privileges including, most importantly, gaining access to exclusive, premium content. **[Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/)** is a WordPress membership plugin that specializes in protecting and monetizing your most valuable content. With Restrict Content Pro, you can create your very own media empire—or just a really member-friendly WordPress website. [![Restrict Content Pro](https://automatorplugin.com/wp-content/uploads/2022/09/The-Best-WordPress-Membership-Plugins-for-Any-Website-Image-7.png)](https://automatorplugin.com/share/restrict-content-pro/)### Restrict Content Pro **Features** Restrict Content Pro’s features make it easy to protect your content from outside web traffic and share it with your members in a more personal way. Create an unlimited number of membership levels, customize content restriction messages, integrate with Stripe then give your members the power of their own dashboard so they can manage their membership. With the Pro version, you get enhanced security features such as password sharing prevention and Google reCAPTCHA to better protect your content and your members. Additional payment options and sales tools such as PayPal integration, coupon codes and free trials make it easy for you to grow your member base. [Click here](https://restrictcontentpro.com/tour/features/) for a full list of Restrict Content Pro’s free and Pro features. ### **Who Is Restrict Content Pro For?** It’s all in the name: Restrict Content Pro is for the content creators, distributors and promoters of the world (or, more specifically, the WordPress world). Whereas other membership plugins do offer powerful content restriction features, none of them specialize quite like Restrict Content Pro. Whether you’re a prolific blogger or author, an indie filmmaker or a contemporary musician, Restrict Content Pro makes managing and monetizing your content and your members easy and enjoyable. Content rich offline communities can also take advantage of Restrict Content Pro’s features to enhance their members’ experience and increase engagement. ### **Restrict Content Pro Pricing** **Basic (1 Site):** FREE **1 Site:** $99/year **5 Sites:** $149/year **Unlimited:** $249/year **[Click here](https://automatorplugin.com/share/restrict-content-pro/)** for the most recent Restrict Content Pro pricing. ## 7. [ARMember](https://automatorplugin.com/share/armember/) If you’re looking for an all-in-one membership plugin that is as versatile as it is powerful, then you’re probably looking for **[ARMember](https://automatorplugin.com/share/armember/)**. As a premium membership plugin, ARMember packs all of the features that a WordPress membership website could hope for under one roof. Regardless the type of membership website that you’re trying to create—from an elearning platform to a news/paid content hub—ARMember has the tools you’re looking for. [![armember-homepage](https://automatorplugin.com/wp-content/uploads/2022/09/armember-homepage-1024x594.png)](https://automatorplugin.com/share/armember/) ## ARMember Features ARMember has all of the standard features that you would be looking for in a premium membership plugin (content restriction, signup and login forms, payment processing, etc.). However, ARMember includes a bevy of additional features that add versatility to your membership website and create a more seamless user experience. Some notable features include lifetime or finite memberships, flexible billing cycles, per-post payments, parallel memberships, content drip and double email verification upon registration. And we didn’t even mention coupon codes, menu link protection or the ready-to-go templates! In case all of that isn’t enough, ARMember has dozens of add-ons that can enhance your members’ experience. For a full list of ARMember features, [click here](https://www.armemberplugin.com/content-restriction/) and navigate using the table of contents on the side. ## Who Is ARMember For? The simple answer is: anyone who wants to launch a successful WordPress membership website. ARMember has more than enough features to make it capable of running just about any type of membership website you can dream up. Whether you are teaching courses online, creating an exclusive directory or building a members’ only social network, ARMember has you covered. With that said, ARMember doesn’t currently have an agency or enterprise level license, meaning that WordPress developers might find more economical options elsewhere. However, given ARMember’s competitive one-site pricing, you’d be hard-pressed to find a better deal! ## ARMember Pricing **ARMember Lite**: FREE **ARMember Pro**: $69/lifetime [**Click here**](https://www.armemberplugin.com/pricing/) for ARMember’s latest pricing and hottest offers. ## Grow Your Membership With [Uncanny Automator](https://automatorplugin.com/pricing) With so many great WordPress membership plugins—and tons of ways to try them all for free—you can’t really make a wrong decision. Regardless of which membership plugin you choose, however, running a membership website comes with a lot of work and a lot of moving parts. Fortunately, there’s an *uncanny* way to get your membership website running smoothly right out of the gate. [Uncanny Automator](https://www.automatorplugin.com/pricing) is the #1 WordPress automation plugin—and for good reason. With Automator, you can put your WordPress membership website on autopilot so that you can get back to creating more premium content for your paying members (or take that much-needed vacation you’ve been daydreaming about). [![Uncanny Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/CleanShot-2022-08-31-at-05.25.06@2x.png)](https://automatorplugin.com/pricing)Want to automatically sync your new members with your [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign/), **[HubSpot](https://automatorplugin.com/share/hubspot/)** or **[Groundhogg](https://automatorplugin.com/share/groundhogg)** mailing list? How about saving your site administrators hours upon hours of data entry by automatically updating your **[Airtable](https://automatorplugin.com/share/airtable/ "Airtable")** workspaces ? Why not send your new members a personalized coupon code to use for their subscription renewal or to help them with their first premium content purchase? With Automator it’s all possible—and it requires not a single line of code! Automator integrates with ALL of the above-mentioned membership plugins so you can enhance their functionality. ![Automator Membership Integrations](https://automatorplugin.com/wp-content/uploads/2022/09/The-Best-WordPress-Membership-Plugins-for-Any-Website-Image-9.png)### **Pricing** Just like with the membership plugins, Automator has a no-cost option that makes it easy for WordPress users to get started. Plus, your free Automator account comes with complimentary app credits so that you can try out premium integrations like **[Slack](https://automatorplugin.com/share/slack/)** and **[OpenAI](https://automatorplugin.com/share/openai/)** without spending a dime! **Automator Core:** FREE + complimentary app credits! When you’re ready to upgrade to unlimited app credits, upgrade to an Automator Pro license. [Click here](https://automatorplugin.com/pricing/) for the latest pricing and special offers. Which membership plugin did you choose? What are some of the automations that would make growing your membership easier? Let us know in the comments section below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Uncanny Automator --- ### [Simply and Seamlessly Connect Learndash to ActiveCampaign](https://automatorplugin.com/simply-and-seamlessly-connect-learndash-to-activecampaign/) **Published:** July 18, 2024 **Author:** Brendan Da Costa **Content:** *Create a seamless LearnDash and ActiveCampaign integration with Uncanny Automator. Tag your learners based on course progress and segment your student body with ease.* [![connect-learndash-to-activecampaign-featured-image](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-featured-image.jpg) Are you looking for a way to connect LearnDash to [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign)? Maybe you want to add new enrollees to your ActiveCampaign CRM? Or, how about tagging your learners based on their courses and course progress? Whatever the reason, if you’re looking for the best way to create an ActiveCampaign and [**LearnDash**](https://automatorplugin.com/share/learndash) integration, then you’ve landed on the right page. In this blog post, we’ll show you how to connect these powerful platforms together using the #1 automation and integration tool on the market: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Make sure to read through to the end for some conversion-boosting tips and tricks. Let’s get started. ## Why Connect [LearnDash](https://automatorplugin.com/share/learndash) to [ActiveCampaign](https://automatorplugin.com/share/activecampaign) with [Automator](https://www.automatorplugin.com/pricing) [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) is one of the leading CRMs for marketing professionals. With tons of lead scoring and segmentation features built right into the platform, ActiveCampaign makes marketing automation simple. Likewise, [**LearnDash**](https://automatorplugin.com/share/learndash) is the leading LMS for WordPress websites. Whether you’re running entirely online or looking for the right digital tool to complement your in-person curriculum, LearnDash is the best option. By combining these two powerhouse platforms with [**Uncanny Automator**](https://www.automatorplugin.com/pricing) you can unlock a world of possibilities. Sync your student lists with your ActiveCampaign contacts, segment your learners based on their enrollment and progress and enhance the learning experience. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Want to know what makes Automator the best automation and integration tool for your WordPress website? **Ease-of-Use:** Using simple combinations of triggers and actions called *recipes*, Automator connects all of your favorite apps and plugins. A user-friendly click-and-play interface means that you can automate your workflows in just minutes—or even seconds. **Versatility:** With features such as filters and delays, Automator gives you the flexibility to connect your favorite apps and plugins however you choose. Features like these give you the ability to extend ActiveCampaign’s segmentation tools to LearnDash. **Affordability:** Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can connect LearnDash to ActiveCampaign and a whole lot more. **Support:** Unparalleled support has made Automator one of the highest-rated plugins in the WordPress ecosystem. Whether you need help setting up a time-saving recipe or want to see some new integrations or features, the Automator support team is always at the ready. [**Are you ready to up your marketing automation game and enhance student engagement? Get Automator Pro now>>>.**](https://www.automatorplugin.com/pricing) ## **Automatically Add LearnDash Students to ActiveCampaign** Now that you have your Automator Pro license, let’s take a look at setting up your first ActiveCampaign and LearnDash integration. [![connect-learndash-to-activecampaign-recipe-1](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-1-1024x609.png)](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-1-1024x609.png) In the recipe pictured above, we’re able to add our LearnDash students to ActiveCampaign as contacts whenever they register for a course. Once added as contacts, we can do things like add them to lists, tag them, or have ActiveCampaign run automations on them. Want to know how we did it? Follow the steps below. (Alternatively, [jump down to this section](#user-loop) to learn how to add users in bulk.) **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: We used *Logged-in users* because our course registration process requires students to create an account prior to or during enrollment.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Add LearnDash Students to ActiveCampaign”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available ingredients, select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select *A user is enrolled in a course*. [![learndash-trigger-a-user-is-enrolled-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-1024x470.png)](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course.png) Automator will prompt you to select a course. Because we want to add all of our LearnDash students to ActiveCampaign, we have selected *Any course*. When you’re finished, click **Save**. Your trigger should look like this: [![learndash-trigger-a-user-is-enrolled-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-live-1024x357.png)](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-is-enrolled-in-a-course-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **ActiveCampaign** from the menu of available integrations. [![activecampaign-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png) If you haven’t yet connected your ActiveCampaign account, then a pop-up window will appear. Click **Connect account**. [![connect-activecampaign-account](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account.png) Another pop-up window will appear, prompting you to enter your *Account URL* and *API key*. To find these, go to your ActiveCampaign account and navigate to *Settings* > *Developer*. **Copy** the URL and API key. [![activecampaign-url-and-api-key](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key-1024x419.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key.png) **Paste** the information into the corresponding fields in the Automator pop-up window. When you’re finished, click **Connect ActiveCampaign account**. Next, click **Save Settings** and return to the recipe editor. From the dropdown list that appears, select *Add the user to ActiveCampaign* or *Add a contact to ActiveCampaign*. [![activecampaign-action-add-the-user-to-activecampaign](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-action-add-the-user-to-activecampaign-1024x470.png)](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-action-add-the-user-to-activecampaign.png) (Note: If you selected the action *Add a user to ActiveCampaign*, Automator will use the user’s first name, last name and email to create the ActiveCampaign contact. If you selected the action *Add a contact to ActiveCampaign*, you can add this information yourself using [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) by clicking on the **Asterisk**.) [![activecampaign-contact-tokens](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-contact-tokens.gif)](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-contact-tokens.gif) When you’re finished, click **Save**. Your completed action should look like this: [![activecampaign-action-add-the-user-to-activecampaign-live](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-action-add-the-user-to-activecampaign-live-1024x436.png)](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-action-add-the-user-to-activecampaign-live.png) **Step 5: Go Live** You’re just about ready to connect LearnDash to ActiveCampaign. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![connect-learndash-to-activecampaign-recipe-1-live](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-1-live-1024x609.png)](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-1-live.png) (Note: Automator will not add duplicates to your ActiveCampaign contacts. If an email address already exists, Automator can update the contact’s information.) That’s it! You’ve just created your first ActiveCampaign and LearnDash integration. [**Ready to turn your LearnDash students into ActiveCampaign contacts? Grab your Automator Pro license now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) Now that you’ve gotten all of your LearnDash contacts into ActiveCampaign, let’s take a look at different ways to segment them. ## **Automatically Tag LearnDash Students in ActiveCampaign** Now that you’ve added some LearnDash students to ActiveCampaign, let’s take a quick look at using Automator to segment our learners. [![connect-learndash-to-activecampaign-recipe-2](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-2-1024x588.png)](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-2.png) In the recipe pictured above, we’re able to tag our users based on their course completion. We can use this segmentation to generate course feedback and to market similar or more advanced courses that our learners might be interested in. Let’s take a look recreating that recipe below. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** We’ve named this recipe “ActiveCampaign Tags for Course Completion”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash**. From the dropdown list that appears, select *A user completes a course*. Automator will prompt you to select a course. For example, we have selected our “Photography 101” course. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![learndash-trigger-a-user-completes-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-completes-a-course-live-1024x336.png)](https://automatorplugin.com/wp-content/uploads/2024/07/learndash-trigger-a-user-completes-a-course-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **ActiveCampaign**. From the dropdown list that appears, select *Add a tag to the user*. [![activecampaign-actions-add-a-tag-to-the-user](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-add-a-tag-to-the-user-1024x471.png)](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-add-a-tag-to-the-user.png) Automator will prompt you to select from one of your existing tags. For example, we have selected our “photography-101” tag, i.e., the tag that corresponds to the course we selected in the trigger. (Note: If you want to tag your LearnDash students in ActiveCampaign dynamically, i.e., by selecting *Any course* and having Automator detect the correct tag, you can do this using the **[Advanced Custom Fields](https://automatorplugin.com/share/advancedcustomfields/)** plugin. Add a custom field to your LearnDash courses with a value that corresponds to the tag ID of the course’s tag in ActiveCampaign. You can then retrieve this custom field value as post meta using Automator’s tokens feature.) [![dynamic-activecampaign-tag-using-automator-post-meta-tokens](https://automatorplugin.com/wp-content/uploads/2024/07/dynamic-activecampaign-tag-using-automator-post-meta-tokens-1024x468.png)](https://automatorplugin.com/wp-content/uploads/2024/07/dynamic-activecampaign-tag-using-automator-post-meta-tokens.png) Once you’re finished, click **Save**. Your completed action should look something like this: [![activecampaign-actions-add-a-tag-to-the-user-live](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-add-a-tag-to-the-user-live-1024x435.png)](https://automatorplugin.com/wp-content/uploads/2024/07/activecampaign-actions-add-a-tag-to-the-user-live.png) **Step 5: Go Live!** That’s it. Just toggle your recipe from *Draft* to *Live* and segment your way to better learning! [![connect-learndash-to-activecampaign-recipe-2-live](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-2-live-1024x588.png)](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-2-live.png) Why stop there? Automator has [dozens of LearnDash triggers](https://automatorplugin.com/all-triggers-and-actions/) for you to choose from, meaning that you can segment your learners any way you want. Want to segment learners by group? How about by quiz score or even lesson/topic completion? You can do it all with Automator. [**So what are you waiting for? Grab your Automator Pro license now if you haven’t already and start communicating with your learners in an effective way>>>.**](https://www.automatorplugin.com/pricing) ## **Create ActiveCampaign Lists from LearnDash Groups and Courses** So far, we’ve shown you how Automator can add your LearnDash students to ActiveCampaign. Then we showed you how to tag your students for granular segmentation. However, ActiveCampaign’s primary segmentation feature is the ability to create lists. And, with Automator, creating ActiveCampaign lists from your LearnDash courses and groups is as easy as clicking a button. [![connect-learndash-to-activecampaign-recipe-3](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-3-1024x848.png)](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-3.png) In the recipe pictured above, we were able to populate one of our ActiveCampaign lists based on LearnDash student group enrollment. Here’s how we did it. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. We have named this recipe “Create ActiveCampaign List from LearnDash Group”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. **Step 3: Configure Your User Loop Action(s)** In the *Actions* panel, click **Add** then select [*User loop*](https://automatorplugin.com/knowledge-base/user-loops/). In the *Loop* pane, click **Add action** and select **ActiveCampaign**. From the dropdown list that appears, select *Add the user to a list*. Automator will prompt you to select a list. For example, we have selected our “Beginner Automators” list that corresponds to our LearnDash group of the same name. Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![user-loop-activecampaign-action-add-user-to-list](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-action-add-user-to-list-1024x880.png)](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-action-add-user-to-list.png) (Note: With the action we selected, Automator will not add users to ActiveCampaign. That is to say, if a user is enrolled in a group but their email does not exist in ActiveCampaign, Automator will not add them to the list. If you are uncertain if all of your LearnDash students have been added to ActiveCampaign, you can easily change the action to *Add the user to ActiveCampaign* then run another recipe to add different users to different lists.) **Step 4: Configure Your User Loop Filter(s)** *User loop* filters determine the users on whom the actions within the loop will be performed. By default, Automator will have a filter to exclude site Administrators from the actions. You can keep this filter if you want or delete it. To target our LearnDash users who are members of a specific LearnDash group, click **Filter users**. In the modal that appears, select *LearnDash* > *The user is/is not enrolled in a specific group*. Next, select the *Criteria* (i.e., *is* or *is not*) and the *Group*. When you’re finished, click **Confirm**. [![user-loop-learndash-filter-user-is-enrolled-in-a-group](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-learndash-filter-user-is-enrolled-in-a-group.gif)](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-learndash-filter-user-is-enrolled-in-a-group.gif) Your updated *Actions* panel should look something like this: [![user-loop-activecampaign-action-with-learndash-filter](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-action-with-learndash-filter-1024x556.png)](https://automatorplugin.com/wp-content/uploads/2024/07/user-loop-activecampaign-action-with-learndash-filter.png) **Step 5: Create Your List!** You’re just one click away from populating your ActiveCampaign list with your LearnDash group enrollees. Hit the **Run now** button in the recipe box and get ready to send out some broadcasts. [![connect-learndash-to-activecampaign-recipe-3-live](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-3-live-1024x848.png)](https://automatorplugin.com/wp-content/uploads/2024/07/connect-learndash-to-activecampaign-recipe-3-live.png) (Note: Automator will not add group leaders to the ActiveCampaign mailing list. You can, however, use additional filters to include group leaders.) [**Convinced yet? Automator is definitely the best tool for connecting LearnDash to ActiveCampaign so grab your Pro license now if you haven’t already>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions and Best Practices** By now, you’re very well on your way to becoming a master automator. Nevertheless, here are some tips and tricks for improving your new ActiveCampaign and LearnDash integration. **1. Use Clear and Consistent Naming Conventions** When creating recipes in Automator or tags, lists, and custom fields in ActiveCampaign, use clear and consistent naming conventions. This makes it easier to manage and identify your marketing automations, ensuring that your communications run smoothly. **2. Leverage Custom Fields for Advanced Segmentation** Take advantage of custom fields to create more targeted and personalized communication. Custom fields can help you segment your audience based on specific criteria and give you more dynamic automations. Check out the [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) plugin to add custom fields to your LearnDash courses, quizzes and more. Additionally, Automator Pro Plus and Elite licenses come with the [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/), giving you easy access to custom user data. **3. Test Your Automations Thoroughly** Before going live with your automations, thoroughly test each recipe to ensure that triggers and actions are working as expected. This will help you to predict the behavior of automations and allow you to adjust them as your workflows change. **4. Regularly Review and Optimize Your Automations** Periodically review your automations to ensure they are still relevant and effective. As your course offerings and student base evolve, you may need to update or create new recipes to keep your marketing and communication strategies aligned with your goals. **5. Utilize Analytics for Continuous Improvement** Take advantage of ActiveCampaign’s and LearnDash’s internal analytics and reporting tools to track the performance of your automations. Additionally, Automator makes it easy to collect and analyze data of your own with integrations such as [**Google Sheets**](https://automatorplugin.com/share/google-sheets/) and [**Airtable**](https://automatorplugin.com/share/airtable/). If you’re looking for more detailed LearnDash reports to help you further segment your student body, check out the [**Tin Canny Reporting**](https://www.uncannyowl.com/downloads/tin-canny-reporting/) plugin. **How do I connect my ActiveCampaign account to LearnDash?** You can connect ActiveCampaign to LearnDash with Uncanny Automator Pro. You can also register for a free account and receive a limited number of app credits to try out integrations such as ActiveCampaign, [**OpenAI**](https://automatorplugin.com/share/openai/), **Facebook**/**Instagram** and more. **Can I automatically add new LearnDash students to specific ActiveCampaign lists?** Yes, you can! Using Uncanny Automator, you can set up a recipe that adds new LearnDash students to ActiveCampaign then segments them into lists based on their course enrollments. Simply create a new recipe, select the appropriate LearnDash trigger, and configure the ActiveCampaign action to add the user to ActiveCampaign and, subsequently, to the desired list. **How can I tag students in ActiveCampaign based on their LearnDash course progress?** With Uncanny Automator, you can automatically tag students in ActiveCampaign based on their course progress. Set up a recipe that uses LearnDash triggers, such as lesson completions or quiz results, and configure the action to add the corresponding tag in ActiveCampaign. **Is it possible to segment my LearnDash students in ActiveCampaign using custom fields?** Yes, you can use custom fields to segment your LearnDash students in ActiveCampaign. You can add custom fields to courses, quizzes and more using the [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) plugin. Additionally, you can use Automator’s [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/) to more easily add unique data to your students’ profiles. With either plugin, you can retrieve custom field data using Automator’s tokens feature for more dynamic segmentation. **How do I ensure that my ActiveCampaign contacts are not duplicated when syncing with LearnDash?** Uncanny Automator is designed to prevent duplicate entries. When you set up your recipe to add LearnDash students to ActiveCampaign, the plugin checks if the contact already exists. If the email address is already in ActiveCampaign, Automator can update the existing contact rather than creating a duplicate. ## **Conclusion** Connecting LearnDash to ActiveCampaign with Uncanny Automator offers a powerful way to enhance your elearning platform’s functionality. By automating communication, personalizing learning experiences, and efficiently managing student data, you can significantly improve student engagement and streamline your administrative tasks. Whether you’re adding new enrollees to your CRM, tagging students based on their progress, or creating dynamic segments for targeted campaigns, Automator makes it easy and efficient. The combination of these tools empowers you to create a seamless and effective learning environment that keeps your students engaged and informed. [**Ready to elevate your elearning platform? Get started with Uncanny Automator today and unlock the full potential of your ActiveCampaign and LearnDash integration>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Easily Create Automated WooCommerce Reports with Uncanny Automator](https://automatorplugin.com/easily-create-automated-woocommerce-reports-with-uncanny-automator/) **Published:** July 15, 2024 **Author:** Brendan Da Costa **Content:** *Create fully automated WooCommerce reports with Uncanny Automator. Track your Woo sales, customer activity, inventory and much more with these simple solutions.* [![automated-woocommerce-reports-featured-image](https://automatorplugin.com/wp-content/uploads/2024/07/automated-woocommerce-reports-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/07/automated-woocommerce-reports-featured-image.jpg) When it comes to running your Woo-powered ecommerce store, there is one rule you should keep in mind: **insight = income**. Basically, the more you know about your products and customers, the more you can do to generate revenue. But, compiling all of your sales data can be costly and time-consuming. Unless, of course, you have the right tools for the job. Enter [**Uncanny Automator**](https://www.automatorplugin.com/pricing). In this article, we’ll show you how to create fully automated Woo reports using the #1 automation and integration tool for WordPress websites. Track your sales by time period, customer, product, region or more. Analyze your inventory in real-time or monitor the success of your marketing campaigns. Or, better yet, do it all with one plugin! Ready to automate your Woo reports? Let’s get started. ## Why Automate [WooCommerce](https://automatorplugin.com/share/woocommerce/) Reports? Automating your Woo reports can be a game-changer for your online store. In addition to giving you priceless insights, automation allows you to save time, reduce costs and eliminate errors. Here are some key benefits of automating your WooCommerce reports: - **Save Time:** Automating your reports eliminates the need for manual data collection and entry. This means you can spend more time focusing on growing your business instead of crunching the numbers. - **Improve Accuracy:** Automated reports reduce the risk of human error. Automator features such as *tokens* (which we’ll show you later) ensure that your reports are accurate and reliable. - **Get Real-Time Data:** With automation, you get real-time updates on your store’s performance. This allows you to make informed decisions quickly so you can respond to your customers’ needs without delay. - **Consistency:** Automated reports provide a consistent format and structure, making it easier to compare data over time, markets and other segments so you can spot trends and chart a course for success. - **Scalability:** As your business grows, so does the volume of data. Automation handles large datasets effortlessly, ensuring that your reporting process remains efficient, no matter how much data your business generates. - **Improved Insights:** Automator integrates with all of your favorite apps and plugins, giving you more data sources so you get a comprehensive view of your business. ### **Use Cases of Automated WooCommerce Reports** Automated WooCommerce reports can be utilized in various scenarios to enhance your business operations. Here are some common use cases: - **Sales Tracking:** Keep track of daily, weekly, or monthly sales figures automatically. This helps in monitoring your sales performance and identifying peak sales periods. - **Inventory Management:** Receive real-time updates on stock levels. Automated reports can alert you when stock is running low or when it’s time to reorder products. - **Customer Insights:** Analyze customer behavior and purchase patterns. Automatically segment your customers based on their buying habits, helping you tailor your marketing efforts. - **Financial Reporting:** Turn tax season into a breeze with detailed financial reports that are accurate and up-to-date. - **Marketing Performance:** Measure the effectiveness of your marketing campaigns by tracking metrics such as conversion rates, customer acquisition costs, and return on investment (ROI). - **Order Fulfillment:** Monitor the order fulfillment process, including shipping times and delivery status. This ensures that your customers receive their orders promptly and helps in maintaining high customer satisfaction levels. By automating these reports, you can streamline your operations, make data-driven decisions, and ultimately, boost your Woo-powered ecommerce store’s performance. Now, let’s take a look at how Automator can help you create these reports. ## [Uncanny Automator](https://automatorplugin.com/pricing): The Ultimate Woo Reports Plugin You may already know [**Uncanny Automator**](https://www.automatorplugin.com/pricing) as the #1 automation and integration tool for WordPress websites. But, did you know that Automator is also the best tool for helping you to create fully customizable, fully automated WooCommerce reports? [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Want to know what makes Automator the ultimate WooCommerce reports plugin? **Tokens: Diverse, Accurate Data** Uncanny Automator’s *tokens* feature is a game-changer for creating detailed and precise reports. Tokens allow you to pull any kind of data from your Woo store and include it in your reports. [![woocommerce-tokens-with-automator](https://automatorplugin.com/wp-content/uploads/2024/07/woocommerce-tokens-with-automator.gif)](https://automatorplugin.com/wp-content/uploads/2024/07/woocommerce-tokens-with-automator.gif) Choose from dozens of pre-existing tokens (such as order totals, user’s total spend, shipping and billing and data and more) or retrieve custom metadata. Whether you need sales figures, customer information, product details, or any other data point, tokens make it easy to generate accurate and comprehensive reports. **Integrations: Seamless Connections with Your Favorite Apps** Uncanny Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), meaning that you can include data in your Woo reports from all of your favorite apps and plugins. [![automator-integrations](https://automatorplugin.com/wp-content/uploads/2024/07/automator-integrations.gif)](https://automatorplugin.com/wp-content/uploads/2024/07/automator-integrations.gif) Seamlessly create reports on powerful platforms such as Airtable and Google Sheets and analyze your data like a pro. Or incorporate data into your Woo reports from your [**LearnDash**](https://automatorplugin.com/share/learndash) LMS or your [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) CRM. **Customizability: Tailor-Made Reporting Solutions** Uncanny Automator offers unparalleled customizability, allowing you to tailor your WooCommerce reports to meet the specific needs of your business. Combining various Automator features, such as tokens and integrations, gives you the flexibility to create reports that provide the exact insights you need. Whether it’s scheduling reports to be generated at specific times or filtering data to focus on particular metrics, the customization options ensure that your reports are both relevant and insightful. **User-Friendly Interface: Simplified Automation** Despite its advanced features, Uncanny Automator boasts a user-friendly interface that makes setting up and managing automated reports a breeze. You don’t need to be a tech expert to create powerful automations. With an intuitive click-and-play interface, Automator is designed to be accessible to users of all skill levels. This ease of use ensures that you can quickly start benefiting from automated reports without a steep learning curve. **Cost Efficiency: No Per-Automation Fees** Unlike other automation tools, Uncanny Automator offers a cost-effective solution with no per-automation fees. This allows you to create as many automated reports as you need without worrying about escalating costs. This affordability, combined with powerful features, makes Automator an attractive choice for businesses looking to optimize their reporting processes without breaking the bank. [**Ready to automate your WooCommerce reports? Get your Automator Pro license now and follow along>>>.**](https://www.automatorplugin.com/pricing) ## Connect [WooCommerce](https://automatorplugin.com/share/woocommerce/) to [Google Sheets](https://automatorplugin.com/share/google-sheets/) and [Airtable](https://automatorplugin.com/share/airtable/) for Real-Time Reporting Now that you have your Automator Pro license, it’s time to start creating WooCommerce reports like, well, like a pro. If you want to create Woo reports in real-time, syncing everything from your latest sales to your product inventory, then check out the tutorials below. [![connect-woocommerce-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-featured-image.jpg)](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) [ Connect WooCommerce to Google Sheets >>> ](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) Get started with creating your first WooCommerce to Google Sheets integration with this tutorial. Generate your first fully-automated Woo report, tracking your latest sales data. Then learn about some of Automator’s more advanced features so you can track order fulfillment and create custom, targeted reports with the click of a button. [![connect-woo-to-airtable-featured-image](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woo-to-airtable-featured-image.jpg)](https://automatorplugin.com/connect-woocommerce-to-airtable-with-uncanny-automator/) [ Connect WooCommerce to Airtable >>> ](https://automatorplugin.com/connect-woocommerce-to-airtable-with-uncanny-automator/) Is Airtable your preferred platform for analyzing your ecommerce data? Check out this tutorial to learn how to integrate the most powerful relational database (a.k.a. Airtable) with WooCommerce. Tabulate your sales data in real-time, track your inventory and much more with this powerful integration. ## **Create Recurring WooCommerce Reports with Automator** Real-time reports are useful for keeping track of your ecommerce sales data. However, you may not always have the time to check up on these reports. That’s where recurring reports come in handy. Whether you want to generate hourly, daily, weekly, monthly or quarterly reports, Automator can help you. These recurring reports can act as material for meetings, give you regular updates and help you to track trends. [![recurring-woocommerce-report](https://automatorplugin.com/wp-content/uploads/2024/07/recurring-woocommerce-report-1024x970.png)](https://automatorplugin.com/wp-content/uploads/2024/07/recurring-woocommerce-report-1024x970.png) In the Automator recipe pictured above, for example, we’re able to automatically generate a weekly sales report using [*Post Loops*](https://automatorplugin.com/knowledge-base/post-loops/) (i.e., bulk recipes). And, because we’ve used an integration like Google Sheets, we can share this report with the whole team before the meeting begins! Want to know how we did it? Follow the steps below. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Recurring WooCommerce Report”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Schedule**. [![schedule-integration](https://automatorplugin.com/wp-content/uploads/2024/07/schedule-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/07/schedule-integration.png) From the dropdown list that appears, select *Repeat every weekday at a specific time*. [![schedule-trigger-repeat-every-weekday-at-a-specific-time](https://automatorplugin.com/wp-content/uploads/2024/07/schedule-trigger-repeat-every-weekday-at-a-specific-time-1024x361.png)](https://automatorplugin.com/wp-content/uploads/2024/07/schedule-trigger-repeat-every-weekday-at-a-specific-time.png) Automator will present you with a form with three fields: *Weekday*, *Time* and *Repeat*. Select the day(s) of the week, time of day and number of repetitions that suit your reporting needs. For example, we want to generate this report every Monday at 8:00 AM before our weekly sales meetings in perpetuity. [![automator-schedule-integration-weekday-time](https://automatorplugin.com/wp-content/uploads/2024/07/automator-schedule-integration-weekday-time-1024x847.png)](https://automatorplugin.com/wp-content/uploads/2024/07/automator-schedule-integration-weekday-time.png) Once you’re finished, click **Save**. Your completed trigger should look something like this: [![schedule-trigger-repeat-every-weekday-at-a-specific-time-live](https://automatorplugin.com/wp-content/uploads/2024/07/schedule-trigger-repeat-every-weekday-at-a-specific-time-live-1024x370.png)](https://automatorplugin.com/wp-content/uploads/2024/07/schedule-trigger-repeat-every-weekday-at-a-specific-time-live.png) **Step 4.1: Add a Post Loop Action** In the *Actions* panel, click **Add** and select *Post loop* from the dropdown list. Automator will present you with a *Loop* pane inside of the *Actions* panel. [![automator-post-loop-pane](https://automatorplugin.com/wp-content/uploads/2024/07/automator-post-loop-pane-1024x403.png)](https://automatorplugin.com/wp-content/uploads/2024/07/automator-post-loop-pane.png) Click **Add action** and select **WooCommerce** from the menu of available integrations. From the dropdown list that appears, select *Get order details*. [![woocommerce-actions-get-order-details](https://automatorplugin.com/wp-content/uploads/2024/07/woocommerce-actions-get-order-details-1024x472.png)](https://automatorplugin.com/wp-content/uploads/2024/07/woocommerce-actions-get-order-details.png) Automator will prompt you to select the *Order ID* of the order from which you would like to retrieve the details. Of course, as per our example, we are trying to retrieve the order details for our sales over a one week period. We can use *tokens* (i.e., dynamic data from your WordPress website and from within recipes) to retrieve these order IDs. To select a token, click on the **Asterisk** and select *Post ID* under *Loop*. [![automator-post-loops-loop-id-token](https://automatorplugin.com/wp-content/uploads/2024/07/automator-post-loops-loop-id-token-1024x791.png)](https://automatorplugin.com/wp-content/uploads/2024/07/automator-post-loops-loop-id-token.png) Once you’re finished, click **Save**. Your completed trigger should look something like this: [![post-loop-woocommerce-action-get-order-details-live](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-woocommerce-action-get-order-details-live-1024x559.png)](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-woocommerce-action-get-order-details-live.png) Automator will now retrieve the order details for all of our WooCommerce orders that meet the criteria that we’ll define later. **Step 4.2: Add a Second Post Loop Action** Now that we’ve defined an action for Automator to retrieve our sales data, it’s time to add action for Automator to turn that data into a report.In the *Loop* pane, click **Add action** and select **Google Sheets** from the menu of available integrations. [![google-sheets-integration-connected](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-integration-connected.png)](https://automatorplugin.com/wp-content/uploads/2024/07/google-sheets-integration-connected.png) From the dropdown list that appears, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-1024x307.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet.png) Automator will then prompt you to select the *Spreadsheet* and specific *Worksheet* where you would like to generate your report. Once you have selected the *Spreadsheet* and *Worksheet*, Automator will populate the *Columns*. (Note: Automator will retrieve the first value in each column from the spreadsheet.) Depending on how you have formatted your spreadsheet, your *Column*/*Value* fields might look something like this: [![weekly-report-example](https://automatorplugin.com/wp-content/uploads/2024/07/weekly-report-example-919x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/07/weekly-report-example.png) Populate the *Value* fields using tokens by clicking on the **Asterisk** and selecting the appropriate token. Once you’re finished, your *Column*/*Value* fields might look something like this: [![column-value-pairs-with-tokens](https://automatorplugin.com/wp-content/uploads/2024/07/column-value-pairs-with-tokens-774x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/07/column-value-pairs-with-tokens.png) Once you’re finished, click **Save**. Your *Loop* pane should now look something like this: [![post-loop-woocommerce-and-google-sheets-actions](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-woocommerce-and-google-sheets-actions-1024x716.png)](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-woocommerce-and-google-sheets-actions.png) **Step 5: Configure a Post Loop Filter** By default, whenever you create a new *Post Loop*, it will have a *Post Loop* *filter* to run actions on the WordPress post type *Posts*. Of course, we want to run the actions that we have just configured on Woo orders instead. To target Woo orders in our *Post Loop*, we will add a *Post Loop filter*. Start by **deleting** the default filter. Then click **Filter posts**. [![delete-post-loop-filter](https://automatorplugin.com/wp-content/uploads/2024/07/delete-post-loop-filter-1024x303.png)](https://automatorplugin.com/wp-content/uploads/2024/07/delete-post-loop-filter.png) A modal will appear where you can select a post type. Because we want to create a weekly report, we selected *Woo* > *An order placed between start date and end date*. [![post-loop-filter-woo-order-date-range](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-woo-order-date-range-1024x485.png)](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-woo-order-date-range.png) Automator will then prompt you to configure the loop filter. Again, we are creating a weekly report, so we want our start date to be the beginning of the previous week and our end date to be the end of the previous week. We are going to set this time frame using Unix timestamps. If you are unfamiliar with Unix timestamps and how to use them, [check out our popular tutorial here](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/). In the *Start date* field, click the **Asterisk** and select *Modifier* > *Calculation*. (You may need to deselect the *Only date tokens* box.) [![start-date-modifier-calculation-token](https://automatorplugin.com/wp-content/uploads/2024/07/start-date-modifier-calculation-token-1024x669.png)](https://automatorplugin.com/wp-content/uploads/2024/07/start-date-modifier-calculation-token.png) A secondary *Calculation* modal will appear. In the *Formula* field select a *Current Unix timestamp* token (either the *date only* or the *date and time*). Next, subtract “604,800” (a week in Unix time) from the *Current Unix timestamp* token. [![start-date-formula-unix-timestamp](https://automatorplugin.com/wp-content/uploads/2024/07/start-date-formula-unix-timestamp.gif)](https://automatorplugin.com/wp-content/uploads/2024/07/start-date-formula-unix-timestamp.gif) When you’re finished, click **Add token**. Next, in the *End date* field, select a *Current Unix timestamp* token or perform a calculation to set the date/time for the end of your weekly report. Once you’re finished, click **Confirm**. Your new *Post Loop filter* should look something like this: [![post-loop-filter-woo-order-between-dates](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-woo-order-between-dates-1024x344.png)](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-woo-order-between-dates.png) **Step 6: Get Your Reports** You’re just about ready to start generating fully automated, recurring WooCommerce reports. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. [![recurring-woocommerce-report-live](https://automatorplugin.com/wp-content/uploads/2024/07/recurring-woocommerce-report-live-1024x970.png)](https://automatorplugin.com/wp-content/uploads/2024/07/recurring-woocommerce-report-live-1024x970.png) That’s it! You’ve just saved yourself endless hours compiling data to make reports. But why stop at weekly reports? Adjust the trigger and post loop filter configurations to generate monthly, quarterly or annual reports. [**Want to create more time-saving recipes like this? Get your Automator Pro license or upgrade to a Plus or Elite plan for even more powerful automations>>>.**](https://www.automatorplugin.com/pricing) ## **Create Custom WooCommerce Reports** Now that you’ve seen how to create fully automated, recurring Woo reports, let’s take a look at creating more customized reports. [![custom-woocommerce-report-recipe](https://automatorplugin.com/wp-content/uploads/2024/07/custom-woocommerce-report-recipe-1024x862.png)](https://automatorplugin.com/wp-content/uploads/2024/07/custom-woocommerce-report-recipe-1024x862.png) In the recipe pictured above, we’re able to generate a sales report for the first six months of a calendar year at the click of a button. Or, how about the recipe pictured below, where we’re able to generate a report on all of our orders with a *Pending payment* status to help us get a handle on our accounts receivable. [![custom-woocommerce-report-orders-pending-payment-recipe](https://automatorplugin.com/wp-content/uploads/2024/07/custom-woocommerce-report-orders-pending-payment-recipe-1024x976.png)](https://automatorplugin.com/wp-content/uploads/2024/07/custom-woocommerce-report-orders-pending-payment-recipe.png) Creating either of the recipes pictured above only takes a few clicks—and even fewer minutes. Let’s create the recipes together. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the popup window that appears, select *Everyone*. **Step 2: Name Your Recipe** We’ve named this recipe “WooCommerce Report: Orders Pending Payment”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Run recipe manually*. **Steps 4.1 & 4.2: Configure Your Post Loop Action(s)** Repeat Steps 4.1 and 4.2 from the previous section. ([↑Click here to jump back up↑](#step4)) **Step 5: Configure a Post Loop Filter** In the *Loop* pane, click **Filter posts**. In the modal that appears, select *Woo* > *An order has/does not have a status*. [![post-loop-filter-an-order-has-a-status](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-an-order-has-a-status-1024x485.png)](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-an-order-has-a-status-1024x485.png) Automator will prompt you to configure the *Post Loop filter* settings. For example, we have configured our filter for Woo orders with the status “Pending payment”. [![post-loop-filter-woo-order-has-status-pending-payment](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-woo-order-has-status-pending-payment-1024x520.png)](https://automatorplugin.com/wp-content/uploads/2024/07/post-loop-filter-woo-order-has-status-pending-payment.png) Once you’re finished, click **Confirm**. **Step 6: Generate Your Custom Woo Report** All that’s left for you to do is click **Run now**. [![custom-woocommerce-report-orders-pending-payment-recipe-run-now](https://automatorplugin.com/wp-content/uploads/2024/07/custom-woocommerce-report-orders-pending-payment-recipe-run-now-1024x976.png)](https://automatorplugin.com/wp-content/uploads/2024/07/custom-woocommerce-report-orders-pending-payment-recipe-run-now.png) That’s it! Try creating some custom Woo reports of your own. [**Want to unlock even more custom reports for WooCommerce? Get Automator Pro or upgrade your plan to Plus or Elite for additional time-saving features>>>.**](https://www.automatorplugin.com/pricing) ## **Best Practices and Frequently Asked Questions** By now, we’re pretty confident that you’re a master automator, capable of generating any kind of WooCommerce report in just minutes. Nevertheless, here are some tips and tricks for creating the best WooCommerce reports possible with Uncanny Automator. **1. Leverage Tokens and Metadata for Detailed Reports** The devil is in the details—and the details are in tokens and metadata. Automator’s tokens feature can pull diverse data from your WooCommerce store, such as order totals and customer details. But, even if you don’t see a token, Automator can still retrieve the data as long as it exists on your WordPress website by pulling up the metadata key/value pair. **2. Integrate with External Tools** Automator has tons of integrations that allow you to do more with your WooCommerce reports. Want to upgrade your report analysis with the help of AI? Check out Automator’s [**OpenAI**](https://automatorplugin.com/share/openai/) integration. How about sharing reports and report summaries with your co-workers? Try using [**Slack**](https://automatorplugin.com/share/slack/) or [**Microsoft Teams**](https://automatorplugin.com/share/microsoft-teams/). Want to schedule a meeting to review your WooCommerce? Get the team together with [**Zoom**](https://automatorplugin.com/share/zoom/). By syncing your WooCommerce data with these platforms, you can create dynamic, real-time reports that are easy to share and analyze. **3. Schedule Regular Reports** Set up recurring reports to keep track of your store’s performance over time. Whether it’s weekly sales summaries or monthly inventory checks, scheduled reports ensure you always have up-to-date insights without manual effort. **How do I automate WooCommerce reports with Uncanny Automator?** Uncanny Automator allows you to create automated reports by setting up recipes that trigger specific actions based on WooCommerce events. For example, you can trigger a report to be generated every time an order is completed or on a scheduled basis, such as daily or weekly. **Can I customize the data included in my WooCommerce reports?** Yes, you can customize your reports using tokens to pull specific data from your WooCommerce store. You can choose from various data points such as order details, customer information, and product metrics to create reports that meet your specific needs. ****What integrations does Uncanny Automator support for WooCommerce reports?**** Uncanny Automator supports integrations with popular spreadsheet and database platforms such as Google Sheets and Airtable. Other integrations such as OpenAI and [**ClickUp**](https://automatorplugin.com/share/clickup/) allow you to analyze your reports and incorporate them into your workflows with ease. ****How do I ensure my automated reports are accurate and up-to-date?**** To ensure accuracy and real-time updates, use Uncanny Automator’s scheduling and token features. These tools help you automate data collection at regular intervals and include the most current and accurate data in your reports. ****Is there a limit to the number of automated reports I can create with Uncanny Automator?**** Nope! Uncanny Automator does not impose a limit on the number of automated reports you can create. In fact, thanks to Automator’s commitment to no per-automation fees, the more you automate, the more you save! ## **Conclusion** Automating and customizing your WooCommerce reports with Uncanny Automator is a powerful way to streamline your business operations and gain valuable insights with minimal effort. By leveraging the Automator’s robust reporting features such as tokens, filters and schedules, you can create detailed, real-time reports that help you make data-driven decisions. [**Ready to transform how you manage and analyze your WooCommerce data? Get started with Uncanny Automator today and unlock the full potential of automated reporting>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Easily Change WordPress Post Types in Bulk](https://automatorplugin.com/how-to-easily-change-wordpress-post-types-in-bulk/) **Published:** July 8, 2024 **Author:** Brendan Da Costa **Content:** *Automatically change WordPress post types in bulk with Uncanny Automator. Simplify your content management, user experience and SEO with this tutorial.* [![change-wordpress-post-types-in-bulk-featured-image](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-in-bulk-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-in-bulk-featured-image.jpg) Are you trying to change WordPress post types in bulk? Did you know that you can use the [**Uncanny Automator**](https://www.automatorplugin.com/pricing) plugin to drastically simplify the process and streamline your content management workflows? Whether you want to update specific post meta, rewrite slugs or even add taxonomies, Automator can help you. Of course, in this tutorial we’ll focus on one key content management strategy: changing WordPress post types in bulk and individually. Save time, costs and, most importantly, your sanity with this simple trick for streamlining your content management. You’ll see that, with Automator, you can change as few or as many post types as you want with just the click of a single button. Let’s get into it. ## What Are WordPress Post Types? Post types are some of the fundamental building blocks of any WordPress website. They define the various kinds of content you can create and manage on your website, each with its own unique set of features and purposes. You can think of a post type as a kind of container that differentiates one type of content from another. By default, WordPress comes with a few built-in post types: - **Posts:** These are the standard blog entries and are typically displayed in reverse chronological order. They contain meta fields such as author, date of publication, taxonomies, tags and comments amongst others. They are ideal for managing timely content such as news articles, blog posts, or product/company updates. - **Pages:** These are similar to posts, however they are better suited for static content that doesn’t change often, such as your About Us or Contact Us pages. - **Attachments:** This WordPress post type is for media files that you upload to your site, such as images, videos, or documents. They are given an ID and/or URL that differentiates them from other attachments. - **Revisions:** These are saved versions of your posts or pages. As a leading CRM, WordPress allows you to revert to earlier versions of your content with this post type. - **Menus:** This post type defines navigable posts and pages on your website. This post type makes it easy for you to improve the user experience by helping them find relevant content. Beyond these default post types, WordPress also allows you to create custom post types tailored to your needs. Additionally, plugins and themes that you download and activate on your WordPress website will usually create post types of their own to help you manage your content. Some common custom post types are: - **Products:** Usually used for running an e-commerce store with a plugin like **[WooCommerce](https://automatorplugin.com/share/woocommerce/)**. - **Testimonials:** Showcase customer feedback and build word-of-mouth advertising the WordPress way. Plugins such as **[WPForms](https://automatorplugin.com/share/wpforms)** include addons and templates to get your started in minutes. - **Portfolios:** If you want to let your work speak for itself, you’ll want a portfolio post type. Whether for photography, drawings and 3D renderings, or other creative works, a portfolio post type is the best way to showcase your CV. - **Events:** Plugins such as **[Modern Events Calendar](https://automatorplugin.com/share/modern-events-calendar)** and **[The Events Calendar](https://automatorplugin.com/share/the-events-calendar)** create post types called “events” with all of the fields and meta data you need to organize gatherings, either in-person or online. Want to know more about WordPress post types? [**Check out this detailed article>>>.**](https://wordpress.org/documentation/article/what-is-post-type/) Understanding and utilizing different post types can greatly enhance the organization and functionality of your WordPress website. They enable you to tailor your content structure to fit the unique requirements of your site and business, improving both the user experience and your SEO. In the following sections, we’ll explore how you can leverage [**Uncanny Automator**](https://www.automatorplugin.com/pricing) to change all of these post types and more, whether individually or in bulk. Let’s start streamlining your content management process and making your WordPress site more dynamic and flexible. ## [Uncanny Automator](https://automatorplugin.com/pricing): The Best Content Manager for WordPress Managing your WordPress content can be a nightmare or, with the right tools, a dream come true. Enter the right tool: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Automator is already the #1 automation and integration tool for WordPress websites. And, in this tutorial, we’ll show you part of what makes Automator the best content manager for WordPress as well. Whether you’re looking to streamline your workflows, automate repetitive tasks, or perform bulk edits, Automator has got you covered. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) One of the standout features that makes Automator the best content manager is the Post Loops feature. This powerful tool allows you to perform bulk actions on your WordPress posts with unparalleled ease—actually, with just the click of a button. Imagine being able to update hundreds of posts at once, adding new tags, categories, or even custom fields. With Post Loops, you can do just that and much more. This feature not only saves you time but also ensures consistency and quality across your content. [![add-post-loop](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png)](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png) Automator’s content management features, of course, don’t end there. One of Automator’s most powerful features is the ability to edit post meta. Post meta refers to the additional data attached to your posts, such as custom fields, and other unique identifiers that enhance the functionality of your content. With Automator, you can automate the process of updating post meta, ensuring that all of your posts have the most current and relevant information. This is particularly useful for managing custom post types, where specific meta fields are essential for displaying the correct information. [![automator-wordpress-action-set-post-meta](https://automatorplugin.com/wp-content/uploads/2024/06/automator-wordpress-action-set-post-meta.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automator-wordpress-action-set-post-meta.png) [**Ready to manage your content like a pro? Grab your Automator Pro license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) ## Change WordPress Post Types Individually Now that you have your Automator Pro license, let’s take a look at how you can change WordPress post types individually. In the next section, we’ll show you how to change WordPress post types in bulk. Automator works using *recipes*, i.e., combinations of triggers and actions that automate workflows and connect different integrations. [![change-wordpress-post-types-single-post](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-single-post-1024x619.png)](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-single-post.png) In the next steps, we’ll recreate the recipe pictured above. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select **Everyone**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Change WordPress Post Types: Single Post”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the dropdown list that appears, select *Trigger recipe manually*. Your completed trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png)](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) (Note: If you want to change WordPress post types automatically, you can select from any number of other triggers. For example, we could trigger this recipe when a user logs in or views a page. We could also use one of Automator’s [**many integrations**](https://www.automatorplugin.com/integrations) such as **WPForms** to change WordPress post types upon a form submission.) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **WordPress**. [![wordpress-integration](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png) From the dropdown list that appears, select *Change the post type of a post to a post type*. [![wordpress-action-change-post-type-of-a-specific-post](https://automatorplugin.com/wp-content/uploads/2024/06/wordpress-action-change-post-type-of-a-specific-post-1024x477.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wordpress-action-change-post-type-of-a-specific-post.png) Automator will present you with a form. Here, you can select the *Current post type* of the post that you want to change, the specific post you want to change, and the *New post type* you want to change to. For example, we have chosen to change one of our *Event* posts into a *Page* post type. [![change-wordpress-event-post-into-page](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-event-post-into-page.png)](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-event-post-into-page.png) Once you’re finished, click **Save**. Your completed action should look something like this: [![wordpress-action-change-post-type-of-a-specific-post-live](https://automatorplugin.com/wp-content/uploads/2024/06/wordpress-action-change-post-type-of-a-specific-post-live-1024x513.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wordpress-action-change-post-type-of-a-specific-post-live.png) **Step 5: Change It Up!** You’re just about ready to change your WordPress post types. All that’s left for you to do is to click **Run now** and let Automator handle the rest. [![change-wordpress-post-types-single-post-run-now](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-single-post-run-now-1024x619.png)](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-single-post-run-now.png) That’s it! You’ve successfully changed your first WordPress post type! But, you may not want to change all of your posts one-by-one. In the next section, we’ll take a look at changing multiple post types at once. ## Change WordPress Post Types in Bulk Now that you’ve gotten the hang of making Automator recipes, let’s take a look at the Automator Loops feature. This will allow you to change the post type for as many posts as you want. [![change-wordpress-post-types-in-bulk](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-in-bulk-1024x899.png)](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-in-bulk.png) Follow the steps below to change WordPress post types in bulk. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. **Step 2: Name Your Recipe** We’ve named this recipe “Change WordPress Post Types in Bulk”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add** and select **Post loop**. [![add-post-loop](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png)](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png) Automator will present you with a *Loop* panel that includes *filters*. You can use these filters to select the post type(s) that you want to change. By default, Automator will have a filter for the post type *Posts*. You can either **Edit** or **Delete** this filter by clicking on the corresponding icon. [![edit-or-delete-post-loop-filter](https://automatorplugin.com/wp-content/uploads/2024/06/edit-or-delete-post-loop-filter-1024x420.png)](https://automatorplugin.com/wp-content/uploads/2024/06/edit-or-delete-post-loop-filter.png) We’ve chosen to edit the filter and selected the post type *Events*. Once you’ve selected the post type of the posts you want to change, click **Confirm**. Now, within the *Loop* panel, click **Add action** and select **WordPress**. From the dropdown list, select *Change the post type of a post to a post type*. Just as before, Automator will prompt you to select the *Current Post Type*, *Post* and *New post type*. In the *Current Post Type* field, select the same post type from the loop filter. In the *Post* field, select *Use a token/custom value*. [![automator-use-a-token-custom-value](https://automatorplugin.com/wp-content/uploads/2024/06/automator-use-a-token-custom-value.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automator-use-a-token-custom-value.png) In the subfield, click the **Asterisk** and select *Post ID*. [![post-id-token](https://automatorplugin.com/wp-content/uploads/2024/06/post-id-token.png)](https://automatorplugin.com/wp-content/uploads/2024/06/post-id-token.png) This will tell Automator to “cycle” through all of the posts that meet the criteria. Next, select the *New post type* and click **Save**. Your *Actions* panel should look something like this: [![post-loop-change-post-loop-type-live](https://automatorplugin.com/wp-content/uploads/2024/06/post-loop-change-post-loop-type-live-1024x643.png)](https://automatorplugin.com/wp-content/uploads/2024/06/post-loop-change-post-loop-type-live.png) **Step 5: Edit in Bulk** Ready to change your WordPress post types in bulk? All that’s left for you to do is to click **Run now** and let Automator handle the rest. [![change-wordpress-post-types-in-bulk-run-now](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-in-bulk-run-now-1024x899.png)](https://automatorplugin.com/wp-content/uploads/2024/06/change-wordpress-post-types-in-bulk-run-now.png) That’s it! You’ve successfully mastered the art of managing your WordPress content with ease. ## Frequently Asked Questions **Can I change WordPress post types in bulk without affecting my existing content?** With Uncanny Automator, you can change WordPress post types in bulk without affecting your existing content. However, post types that contain unique fields or metadata might not display all of their data once they’ve been changed. For example, if you change a post type with a price field to one without a price field, the information might not be displayed. Note, however, that the content is not lost. If you change the post back to its original type, you will see that all of the content is still there; you may simply need to create corresponding fields in the new post type. **What are the benefits of changing post types in bulk using Uncanny Automator?** Changing post types in bulk using Uncanny Automator offers several benefits: **Save Time:** Automate the process of managing your content to save time and costs.. **Consistency:** Automating your content management with Automator ensures consistency and quality so you can maintain brand consistency. **SEO Improvement:** In addition to changing WordPress post types in bulk, Automator allows you to edit SEO-related post meta, such as titles and descriptions. ****Is it possible to revert the post type changes if I make a mistake?**** Yes, with Automator, it is possible to revert post type changes if you make a mistake. Simply set up another recipe to change the post types back to their original state. All of the posts’ metadata and content will be restored. Nevertheless, you should always backup your WordPress website before making significant changes. ****Do I need any coding skills to change WordPress post types using Uncanny Automator?**** No, you do not need any coding skills to change WordPress post types using Uncanny Automator. Automator’s user-friendly interface makes it easy to manage your content. Simply point-and-click. ****Can Uncanny Automator handle custom post types and custom fields during the bulk change process?**** Absolutely! Uncanny Automator is fully integrated with your WordPress website. You can configure your recipes to include specific actions that target custom post types and update custom fields and metadata as needed. ## Conclusion In this blog post, we showed you how to change your WordPress post types in bulk with Uncanny Automator. Our tutorial covered changing post types individually and in bulk. Ready to automate your content management with Automator? [**Get your Automator Pro license now>>>.**](https://www.automatorplugin.com/pricing) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [New Integration: Database Query](https://automatorplugin.com/new-integration-database-query/) **Published:** May 21, 2024 **Author:** Ryan Moore **Content:** [Uncanny Automator](https://automatorplugin.com/) has always been an extremely powerful way to work with data for plugins and apps that we integrate , and also for data stored in user and post meta tables. But for plugins and tools that we don’t yet integrate with and that use custom tables to store their records, there has never been an easy way to access that data. Your only options were to build your own integration, wait for us to build it, or build custom functions to call the data. Until now. ### Introducing the Database Query integration In the [Uncanny Automator Pro 5.8](https://automatorplugin.com/pricing/) release, we have made it significantly easier for advanced users to query any data they want—with absolutely no code. For most users that requested direct SQL query support, the need was for a tool that could retrieve data that could be used in recipes. To make this as easy as possible, there’s a brand new action to run a SELECT query. We made this as intuitive as possible, where Automator builds the query safely and all it does is retrieve data based on parameters you set. This is what a new [Database Query](https://automatorplugin.com/integration/database-query/) action looks like: [![WordPress Database Select Query](https://automatorplugin.com/wp-content/uploads/2024/05/Database-Select-Query-683x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/Database-Select-Query.png) In this action, you can see that we target a specific table, set criteria for what rows to return, define the columns to be returned, and control how the results are ordered. It’s very straightforward and the action works efficiently with large data sets. Of course, your next question will be, “But how do I use potentially thousands of returned records?”. And for that, we have lots of new tokens that allow you to output your records in a variety of formats, including: - \[Individual column values\] - Results (CSV) - Results (JSON) - Results (Serialized Array) Whatever your data needs, we’re confident that one of these options will provide the data in a format that meets your requirements. For expert users, we have a new action to run an SQL query where you can do whatever you want with the database. It looks like this, and yes, there is full token support: [![Run an SQL Query](https://automatorplugin.com/wp-content/uploads/2024/05/Run-an-SQL-Query-1024x550.png)](https://automatorplugin.com/wp-content/uploads/2024/05/Run-an-SQL-Query.png) We would, of course, advise a lot of caution with this action. It unlocks a lot of power, and changes made are instant and permanent; there is no undo option. You will see that we disable words like DROP, ALTER, EXEC, CREATE, and TRUNCATE to mitigate some risk, but the tool can still be used to make significant database changes. For power users, this new action will unlock unlimited use cases for all types of plugins and data we don’t natively support. ### New triggers The [Automator Pro 5.8](https://automatorplugin.com/pricing/) release includes new triggers and actions for 11 different integrations, so let’s break down what’s new by trigger, action, and then category. First up is [WPCode](https://automatorplugin.com/integration/wpcode/), which gains a new trigger for “A snippet is deactivated”. This might be used to alert a dev team when someone deactivates a key piece of code or when one is deactivated automatically because of an error. [Woo Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) gets a trigger for “A user’s access to a membership plan is changed to a status”. This one came from a ticket where a user wanted to change some behaviours when a user paused their membership for a hiatus, so we could trigger actions based on that status change. ### New actions Code Snippets users can now create a code snippet via an action, including defining the scope, adding the code, setting priority, and even setting the status. [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) gets a new action to remove a contact from lists. Perhaps when a user is removed from a membership then they’re all removed from all mailing lists. [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) gets one new action: “Submit an entry for a form”. We already had “Create an entry for a form”, so how is this different? There were some third-party plugins that watch for an actual *submission* of an entry, so our existing action wouldn’t trigger workflows in the other plugins when Automator created the entry. This new action adds more options for integrating Automator-creator entries into other Gravity workflows. [MailerLite](https://automatorplugin.com/integration/mailerlite/) adds support for creating or updating a subscriber. Finally, [MemberPress](https://automatorplugin.com/integration/memberpress/) gets a new action for cancelling a user’s recurring membership. ### New conditions [GamiPress](https://automatorplugin.com/integration/gamipress/) adds a new condition for a user’s points type meeting a condition, like perhaps only running actions if the user has above or below a certain number of points. Our [Tin Canny Reporting](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/) integration gets a condition for a verb being recorded in a module. A user case here might be something like only sending a user a course evaluation if they recorded a “Passed” verb for an uploaded Articulate Storyline module. ### And the rest Beyond the updates above, here are some other highlights of the[ Automator Pro 5.8](https://automatorplugin.com/pricing/) release: - Sample data is now shown in fields when testing incoming [webhook](https://automatorplugin.com/integration/webhooks/) triggers - Email domain conditions are no longer case sensitive We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integrations: Tutor LMS and WP Fluent Forms](https://automatorplugin.com/new-integrations-tutor-lms-and-wp-fluent-forms/) **Published:** June 12, 2020 **Author:** Ryan Moore **Content:** We’re trying not to make a habit of Friday releases with lots of new features, but we tend to just get too excited about them to wait until Monday. Today’s 2.4 release of the free Automator plugin is no different, and it includes two fantastic new integrations: Tutor LMS and WP Fluent Forms. Yes, at this point we have the elearning and form spaces well covered for automations, but there are two other little changes in today’s release that might be even more exciting. ## Tutor LMS [Tutor LMS](https://tutorlms.com/) is still a relatively new LMS plugin, but its growth rate, ease of use and fan base are nothing short of phenomenal. The popular LMS plugin now boasts an install base of 10,000 sites, and of the 179 total reviews (at the time of writing) on WordPress.org, 174 of them are 5 stars. (We sure hope we can eventually get Automator to that level!) Today’s [2.4 Automator release](https://wordpress.org/plugins/uncanny-automator/) makes it easy for Tutor LMS site owners to have student course activity trigger actions in other plugins (and sites!) and vice versa. Here’s a simple example that enrolls the user in the next course in a series when the introductory course is complete; it also notifies the user about the new access: [![Tutor LMS Course Enrollment](https://automatorplugin.com/wp-content/uploads/2020/06/Tutor_LMS_Course_Enrollment_Recipe.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Tutor_LMS_Course_Enrollment_Recipe.png) The free release of Uncanny Automator includes these new triggers for Tutor LMS recipes: - A user passes a quiz - A user fails a quiz - A user attempts a quiz - A user completes a course - A user completes a lesson These are all *really* useful triggers that open up a lot of recipe ideas and opportunities, but of course additional options (including several actions!) will be exclusive to the Pro release early next week. Stay tuned for more announcements on the [Tutor LMS website](https://www.themeum.com/blog/)! ## WP Fluent Forms Two days ago we received [a request](https://twitter.com/drtonygoss/status/1270637206139310081) to add an integration with Fluent Forms, and today, here it is! [Fluent Forms](https://wordpress.org/plugins/fluentform/) is another plugin with a very high growth rate, a loyal following and stellar ratings on WordPress.org. It’s a user-friendly form builder that makes it easy to create and add forms for every context to your WordPress site. Its [Pro version](https://wpmanageninja.com/wp-fluent-form/) actually supports many of the integrations that Automator does, but… you can still do a lot more with Automator in the mix, including many additional plugin integrations and site-to-site recipes (e.g. have form submission trigger user creation and other activities on another WordPress site, though this requires Automator Pro). For the initial integration in the free version, our integration is limited to a single trigger: A user submits a form. The next release of Automator Pro will get the usual trigger and action support though, including the ability to create new users. [![Fluent Forms Automations](https://automatorplugin.com/wp-content/uploads/2020/06/Fluent_Forms_Automation_Recipe.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Fluent_Forms_Automation_Recipe.png) ## Create a User action If you’ve ever wished your users could create *other* users in the front end, this new action will make your life much easier. Create a new page, add a form, and that form (without any extra add-ons) can create users with whatever details you specify, *including* custom values (e.g. Company Name, School, Job Title, etc.). Need an easier way for some of your staff to create users quickly? This is it. And it’s in the free release of Automator 2.4. [![Create a WordPress User](https://automatorplugin.com/wp-content/uploads/2020/06/Create_a_User_Action.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Create_a_User_Action.png) The User Meta section at the bottom is where things get particularly exciting. Add any field you want in the form, map it to a key in usermeta, and the custom data is stored. ## And one more thing… You’ll notice that the Settings page in the latest version of Automator shows tabs. These tabs are needed to collect extra information for integrations to make some new things possible. When you install the update and check out the settings, you’ll see a very interesting hint about where updates are heading in the next few weeks! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Recipe Notes, Kadence, Notion & Campaign Monitor](https://automatorplugin.com/recipe-notes-kadence-notion-campaign-monitor/) **Published:** July 2, 2024 **Author:** Ryan Moore **Content:** The [Uncanny Automator 5.9](https://wordpress.org/plugins/uncanny-automator/) release adds a variety of new integration, easier ways to manage recipes and logs, and even new bulk import and export functions. There are also several new quality-of-life enhancements that will make Automator easier to use, especially for new users. ### New integration: Notion The culmination of months of work (as it required new UI features to support what was required), we’re thrilled to announce the release of our [Notion integration](https://automatorplugin.com/integration/notion/). We’ve had lots of requests for this one, and the support is just as powerful as our users had hoped. These are the new actions supported in the release: - Create a database item - Create a page - Update a database item So, yes, you can now turn your Notion workspaces into full-featured reporting tools for your WordPress activity. Send anything you want over to Notion and organize it using Notion’s powerful filtering and database management features. And with the new page creation action, perhaps you create pages based on posts you create in WordPress (turn your WordPress Knowledge Base into an internal wiki in Notion!). ### New integration: Kadence [Kadence](https://automatorplugin.com/integration/kadence/) is one of the top themes for WordPress—and for Automator users (it’s in our top 10 themes people use with Automator). Today’s Automator 5.9 release adds 2 new triggers: - A form is submitted - A user submits a form With the new triggers, you might capture submission data in [Google Sheets](https://automatorplugin.com/integration/google-sheets/) (or now in Notion!), pass contact data to your CRM, or even create new WordPress users. ### New integration: Campaign Monitor [Campaign Monitor](https://automatorplugin.com/integration/campaign-monitor/) is a popular email marketing platform that helps businesses create, send, and manage email campaigns. The new release adds support for these new actions: - Add/update a subscriber to a list - Remove a subscriber from a list The 2 new triggers allow use cases like adding subscribers to a list on purchase, updating their contact details on WordPress profile update, or removing a subscriber from a list when their membership lapses. ### Recipe notes We have had a *lot* of requests for users to be able to add details to recipes that they could reference later. This might be information about what a certain action does, why the recipe was created, who last modified the recipe, why something was disabled, etc. Until now, there was no way to capture data on the recipe edit page. With Automator 5.9, this new section has been added to recipes: [![Recipe Notes Metabox](https://automatorplugin.com/wp-content/uploads/2024/06/Recipe-Notes-Metabox-1024x606.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Recipe-Notes-Metabox.png) But it gets even better. We know that most sites don’t want to have to drill down into recipes to see notes, so the contents are now available as a new column on the recipe list page. You can easily show or hide the column using the “Screen Options” tool on the recipe list. Here’s an example: [![Recipe Notes](https://automatorplugin.com/wp-content/uploads/2024/06/Recipe-Notes-1024x562.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Recipe-Notes.png) ### Data Management CLI Tool We see a lot of heavy Automator users (after all, why not automate everything possible?), and some of the heavier sites can generate significant log activity. To make data cleanup easier, along with our manual and automatic log pruning options, now there’s a new WP-CLI option that command line users can use to prune data more efficiently. To use it, just use this CLI command: wp automator prune –help That will output a list of options you can use for pruning from the command line, and will even output status as records are being pruned from logs. ### Recipe walkthrough for new users On sites where Automator is newly installed and no recipes are yet set up, we created an interactive walkthrough to help guide users through building their first recipe. It’s a great way to get familiar with Automator basics as new users delve into the world of WordPress automation. ### Bulk recipe import/export The support for recipe import and export that we recently introduced has been a huge hit, and of course that support has led to additional requests. Export and important individual recipes is nice, but what if you have a Staging site full of recipes that you want to move elsewhere? Well, now from the recipe list page, you can check multiple recipes using the checkboxes on the left, then use the **Bulk actions** checkbox and choose **Export** to export all selected recipes at once. Similarly, you can now upload those recipes at once to another site. ### Other improvements Our [WordPress Core integration](https://automatorplugin.com/integration/wordpress-core/) gains a new action to update the excerpt of a post. This new independent option allows you to specifically target the excerpt field with new content for any post type. With a very small number of hosts we have seen situations where database views are not handled properly, and in one recent situation, views would not work at all. Automator uses database “views” to improve log performance when viewing large data sets. To allow environments without view support to continue using logs, this can now be added to the wp-config.php file to disable the view dependence and allow logs to work without them: define( ‘AUTOMATOR\_DATABASE\_VIEWS\_ENABLED’, false ); In the WordPress Core integration, we added a new token for “Post slug” to post-related triggers to make it easier for sites cloning posts to other WordPress sites to preserve the slug on the originating site. [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) and [Presto Player](https://automatorplugin.com/integration/presto-player/) also each gain several new tokens. And in [WPForms](https://automatorplugin.com/integration/wp-forms/), there’s a new quantity token available for pricing fields. There are several additional improvements and fixes behind the scenes, so, as always, we encourage you to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for the full list of updates. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [What's new in Automator Pro 5.9](https://automatorplugin.com/whats-new-in-automator-pro-5-9/) **Published:** July 2, 2024 **Author:** Ryan Moore **Content:** The [Uncanny Automator Pro](https://automatorplugin.com/pricing/) 5.9 release adds a variety of high-value triggers, actions, tokens, and conditions and other improvements based on recent user requests. ### New triggers and actions [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) gains a new trigger that fires when an entry is deleted from a form. This trigger came up to support a workflow where an entry being deleted via GravityKit would trigger the associated user to be deleted, but it might also be used as a notification tool or in other workflows to monitor entry deletions. On the action side, recipes can now delete all form entries for a specific user. [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) introduces a payment failure trigger that will initiate workflows whenever any payment fails, whether it’s to notify an admin or sales team, remove CRM tags from a user, or even keep a log of recipe failures in [Notion](https://automatorplugin.com/integration/notion/). To support the new [Kadence integration](https://automatorplugin.com/integration/kadence/) released in Uncanny Automator 5.9, there’s an additional trigger that runs when a user submits a form with a specific value in a specific field. Our [WooCommerce](https://automatorplugin.com/integration/woocommerce/) integration adds 3 new triggers: - A product is restocked - A product variation is out of stock - A product variation is restocked Perhaps when an item is out of stock users can sign up for a notification list (like with our [User Lists addon](https://automatorplugin.com/user-lists-addon/)), and when it’s restocked, a [User Loop](https://automatorplugin.com/knowledge-base/user-loops/) could be used to automatically initiate an email campaign to let users know that the product is back in stock. Have you ever wanted an easier way to turn comments on and off for a specific post? Our [WordPress](https://automatorplugin.com/integration/wordpress-core/) core integration gains that action, so you can set up recipes that control the availability of comments based on whatever criteria you set. Our [WPCode integration](https://automatorplugin.com/integration/wpcode/) adds one new trigger for a snippet throwing an error. While WPCode has great error handling and can disable snippets so sites or behaviours don’t break, now you can do things like send [SMS](https://automatorplugin.com/integration/twilio/) or [Slack](https://automatorplugin.com/integration/slack/) notifications on failure, or even turn on or off related snippets inside WPCode. Finally, [LifterLMS](https://automatorplugin.com/integration/lifterlms/) gains a new trigger for an order status of a product type changing to a specific status. ### Other updates To facilitate easier targeting in post loops, new tokens are available for Post URL, Post slug, Featured image, and Author. [![](https://automatorplugin.com/wp-content/uploads/2024/06/New-post-loop-tokens.png)](https://automatorplugin.com/wp-content/uploads/2024/06/New-post-loop-tokens.png)The [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) trigger for “A specific type of post is set to a status” adds tokens for Post author ID and Post slug, while the “user submits an assignment” trigger in [LearnDash](https://automatorplugin.com/integration/learndash/) gains an Assignment ID token. For [GiveWP](https://automatorplugin.com/integration/givewp/) users, there’s a new condition for whether or not a user has an active recurring donation. For one site we recently supported, there were some workflows where active donors gain extra perks in certain recipes, which this condition now allows. Actions in the [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) integration now allow setting values for the “activity” and “related text” columns in activity logs. This allows you to add identifiable notes related to a recipe so that anyone reviewing Advanced Coupons logs can see what assigned (or revoked) credits. That wraps up the [Pro 5.9 release](https://automatorplugin.com/pricing/). For full details about all changes, make sure to review the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Seamlessly Connect WPForms to ConvertKit](https://automatorplugin.com/how-to-seamlessly-connect-wpforms-to-convertkit/) **Published:** June 26, 2024 **Author:** Brendan Da Costa **Content:** *Seamlessly connect WPForms to ConvertKit using Uncanny Automator to capture leads, improve email marketing, and enhance engagement.* Are you looking for a way to create a lead-boosting integration between [**WPForms**](https://automatorplugin.com/share/wpforms) and [**ConvertKit**](https://automatorplugin.com/share/convertkit/)? Then you’ve landed on the right page. In this guide, we’ll walk you through the steps to connect WPForms and ConvertKit with [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this article, you’ll be able to turn form submissions into leads and integrate your email marketing efforts directly with your WordPress website. Let’s get into it. ## Why Connect [WPForms](https://automatorplugin.com/share/wpforms) to [ConvertKit](https://automatorplugin.com/share/convertkit/) with [Uncanny Automator](https://automatorplugin.com/pricing) [**WPForms**](https://automatorplugin.com/share/wpforms) is the leading form-building plugin for WordPress. Whether you’re choosing from one of a myriad of pre-built templates or starting from scratch with the drag-and-drop builder, WPForms allows you to create custom forms that meet your needs. [**ConvertKit**](https://automatorplugin.com/share/convertkit/), similarly, is one of the leading email marketing platforms. Designed specifically for creators, ConvertKit’s user-friendly features give you more time for content creation while taking care of the distribution. By integrating WPForms with ConvertKit, you can capture more leads, ensure the accuracy of your contacts’ information and enhance engagement with timely emails. The best part is that, with [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can do all of this while spending less time actually managing your subscriber lists and more time writing new content. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Uncanny Automator is the #1 automation and integration tool for WordPress websites. Whether you’re looking to connect WPForms to ConvertKit or two (or more) of your other favorite apps and plugins, Automator is the tool for the job. Want to know what makes it so special? - **Ease-of-Use:** Using simple combinations of triggers and actions called recipes, Automator connects all of your favorite apps and plugins. A user-friendly click-and-play interface means that you can automate your workflows in just minutes—or even seconds—without splurging on development. - **Versatility:** With features such as [*filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/) and [*delays*](https://automatorplugin.com/knowledge-base/scheduled-actions/), Automator gives you the flexibility to connect your favorite apps and plugins however you choose. - **Affordability:** Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Integrations:** Automator has [**tons of integrations**](https://automatorplugin.com/integrations/) with more on the way all of the time. - **Support:** Unparalleled support has made Automator one of the highest-rated plugins in the WordPress ecosystem. Whether you need help setting up a time-saving recipe or want to see some new integrations or features, the Automator support team is always at the ready. [**Convinced yet? Get your Automator license now so you can follow along>>>.**](https://www.automatorplugin.com/pricing) ## Capture ConvertKit Leads with WPForms Now that you have your Automator Pro license, let’s take a look at our first ConvertKit and WPForms integration. [![connect-wpforms-to-convertkit-lead-capture](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpforms-to-convertkit-lead-capture-1024x635.png)](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpforms-to-convertkit-lead-capture.png) In the recipe pictured above, we’re able to create ConvertKit subscribers from WPForms submissions. Let’s take a look at how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) (Note: We selected *Everyone* because we want to turn as many WPForms contacts into ConvertKit subscribers as possible, not simply our existing WordPress users.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Connect WPForms to ConvertKit: Lead Capture”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms**. [![automator integrations wordpress](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png) From the dropdown list that appears, select *A form is submitted*. [![wpforms-trigger-a-form-is-submitted](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted-1024x478.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted.png) Automator will prompt you to select a form. For example, we have selected our contact form. Once you’ve selected your desired form, click **Save**. Your completed trigger should look something like this: [![wpforms-trigger-a-form-is-submitted-live](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted-live-1024x349.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-trigger-a-form-is-submitted-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action** and select **ConvertKit**. [![convertkit-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-integration-not-connected.png) If you haven’t already connected your ConvertKit account, click on **Connect account** in the modal that appears. [![connect-convertkit-account](https://automatorplugin.com/wp-content/uploads/2024/06/connect-convertkit-account-1024x460.png)](https://automatorplugin.com/wp-content/uploads/2024/06/connect-convertkit-account.png) Automator will then prompt you to enter some ConvertKit credentials; the *API key* and *API secret*. You can find these credentials by navigating to *Settings* > *Advanced* from your ConvertKit Dashboard. [![convertkit-api-key-and-api-secret](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-api-key-and-api-secret-1024x735.png)](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-api-key-and-api-secret.png) **Copy and paste** the *API key* and *API secret* into the fields as prompted. When you’re finished, click **Connect ConvertKit account** and return to the recipe editor. From the dropdown list that appears, select *Add a subscriber to a sequence*. [![wpforms-token-is-english](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-token-is-english-1024x550.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-token-is-english.png) (Note: Sequences are only available for ConvertKit Creator plans and higher. If you are using a free ConvertKit account, select *Add a subscriber to a form*. Automator will create the subscriber using either action.) Automator will then prompt you to select *Sequence*, *Email address* and *First name*. We are going to use a *token* (i.e., dynamic data pulled from your WordPress website and from within recipes) to select the subscriber’s email address. To use a token, click on the **Asterisk** and select the token that represents that data you want to add dynamically. [![wpforms-email-token-for-convertkit-subscriber](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-email-token-for-convertkit-subscriber.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-email-token-for-convertkit-subscriber.png) Once you’ve filled out the fields, click **Save**. Your completed trigger should look something like this: [![convertkit-action-add-a-subscriber-to-a-sequence-live](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-action-add-a-subscriber-to-a-sequence-live-1024x531.png)](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-action-add-a-subscriber-to-a-sequence-live.png) **Step 5: Capture More Leads!** You’re just about ready to turn your WPForms submissions into ConvertKit subscribers. All that’s left for you to do now is toggle the recipe from *Draft* to *Live*. [![connect-wpforms-to-convertkit-lead-capture-live](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpforms-to-convertkit-lead-capture-live-1024x635.png)](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpforms-to-convertkit-lead-capture-live.png) That’s it! You’ve just successfully (and seamlessly) connected WPForms to ConvertKit. Now, let’s take a look at even more ways that Automator can boost this integration. ## More Ways to Connect WPForms to ConvertKit Automator has tons of features to help you create truly seamless integrations between all of your favorite apps and plugins. For example, [*action filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/) can help you sort your ConvertKit subscribers into the correct sequences. [![connect-wpforms-to-convertkit-recipe-with-filters](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpforms-to-convertkit-recipe-with-filters-782x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpforms-to-convertkit-recipe-with-filters.png) In the recipe pictured above, we used filters to sort our new subscribers into email sequences in their preferred language based on the information they put into our contact form. Here’s how we did it. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. We’ve named this recipe “Connect WPForms to ConvertKit: Multilingual Lead Capture”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms**. From the dropdown list that appears, select *A form is submitted*. Once you’ve selected your desired form, click **Save**. **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **ConvertKit**. From the dropdown list that appears, select *Add a subscriber to a sequence*. Just as before, select the *Sequence*, *Email address* and, if desired, *First name*. When you’re finished, click **Save**.Click the **three dots** and select **Duplicate**. [![duplicate-convertkit-action](https://automatorplugin.com/wp-content/uploads/2024/06/duplicate-convertkit-action-1024x360.png)](https://automatorplugin.com/wp-content/uploads/2024/06/duplicate-convertkit-action.png) Click on the new action and select a different sequence. Once you’re finished, click **Save**. With two actions, your *Actions* panel should now look something like this: [![convertkit-actions-add-subscriber-to-sequence-live](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-actions-add-subscriber-to-sequence-live-1024x775.png)](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-actions-add-subscriber-to-sequence-live.png) **Step 4: Add Your Action Filter(s)** To add an action filter, hover over an action and click **Filter**. [![convertkit-action-filter](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-action-filter-1024x477.png)](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-action-filter.png) In the modal that appears, select *A token meets a condition*. Automator will then prompt you to configure the rule that defines the condition for the token. In the *Token* field, select the WPForms field that you want to target. For example, we have a field labeled “My preferred language is…”. (Note: The token with the word “label” in brackets refers to that field’s label/name and not the value a user enters into that field.) Next, define the *Criteria* and *Value* the token must satisfy. [![wpforms-token-is-english](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-token-is-english-1-1024x550.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-token-is-english-1.png) Once you’re finished, click **Save filter**. Your completed action with a filter should look something like this: [![convertkit-action-with-filter-token-is-english](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-action-with-filter-token-is-english-1024x681.png)](https://automatorplugin.com/wp-content/uploads/2024/06/convertkit-action-with-filter-token-is-english.png) Repeat the process to add a filter to your second action. **Step 5: Go Live!** Once again, you’re just about ready to connect WPForms to ConvertKit. Toggle your recipe from *Draft* to *Live* and let Automator manage your subscribers for you! ## Connect WPForms and ConvertKit to More Apps and Plugins Now that you’ve gotten the hang of connecting WPForms to ConvertKit, you can explore [**even more of Automator’s many integrations**](https://www.automatorplugin.com/integrations). [![connect-wpform-to-convert-kit-event-registration](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpform-to-convert-kit-event-registration-1024x821.png)](https://automatorplugin.com/wp-content/uploads/2024/06/connect-wpform-to-convert-kit-event-registration.png) In the recipe pictured above, for example, we’re able to automate our event registration process. We can tag our ConvertKit subscriber, indicating that they paid for registration through WPForms using their PayPal account. Next, we generated a QR code to serve as our customer’s ticket and emailed it to them. These kinds of fully-automated workflows are just tip of the iceberg of what you can do with WPForms, ConvertKit and Automator all working together. Try connecting ConvertKit to your [**Woo-powered**](https://automatorplugin.com/share/woocommerce/) and [**EDD-driven**](https://automatorplugin.com/share/easy-digital-downloads/) ecommerce store. Or boost your online education system with [**LearnDash**](https://automatorplugin.com/share/learndash) and ConvertKit. With Automator to connect all of your favorite apps and plugins, you can do all of this and much more. ## Frequently Asked Questions **Do I need the Pro version of Uncanny Automator to WPForms to ConvertKit?** No, you don’t need an Automator Pro license to connect WPForms to ConvertKit. The free version of Automator comes with a limited number of complimentary app credits. Once these app credits run out, however, you will need to upgrade to a Pro license. Additionally, some advanced Automator features, triggers and actions are only available with a Pro license. **How can I test if my WPForms to ConvertKit integration is working correctly?** After setting up your recipe in Uncanny Automator, you can test the integration by submitting a test form entry. Check your ConvertKit account to see if the new subscriber has been added. ****Can I add more actions to my WPForms and ConvertKit integration recipe?**** Absolutely! Uncanny Automator allows you to add multiple actions to a single recipe. For instance, you can add actions to tag the subscriber in ConvertKit, create a WordPress user and send a confirmation email, or update a Google Sheet with the form submission data. The more you automate and integrate, the more you save. ****What if I need to update the form fields in WPForms after setting up the integration?**** If you update form fields in a WPForms form that you have included in an Automator recipe, you may need to edit the recipe in Uncanny Automator. Automator will detect any new fields that you have added or fields that you have deleted and you’ll want to ensure the updated fields have mapped correctly. Simply edit the recipe and update the tokens as needed. ****Can I use conditional logic with the WPForms and ConvertKit integration?**** Yes, Uncanny Automator supports conditional logic through action filters. You can set conditions based on form field values to trigger specific actions, ensuring your subscribers are added to the correct ConvertKit sequences or tags based on their inputs. ## Conclusion Connecting WPForms to ConvertKit using Uncanny Automator is a powerful way to streamline your email marketing efforts and ensure no lead is lost. By following the steps outlined in this guide, you can automate the process of turning form submissions into engaged subscribers, allowing you to focus more on content creation and less on manual data entry. [**Ready to take your email marketing to the next level? Get started with Uncanny Automator today and unlock the full potential of WPForms and ConvertKit>>>.**](https://www.automatorplugin.com/pricing) If you have any questions or need further assistance, feel free to reach out to our support team. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect Easy Digital Downloads to Mailchimp](https://automatorplugin.com/how-to-connect-easy-digital-downloads-to-mailchimp/) **Published:** June 21, 2024 **Author:** Brendan Da Costa **Content:** *Learn how to connect Easy Digital Downloads to Mailchimp with Uncanny Automator. Automate your audiences segmentation, and personalized emails effortlessly.* [![Connect Mailchimp to EDD](https://automatorplugin.com/wp-content/uploads/2024/06/Automator-Blog-Connect-Mailchilmp-to-EDD.jpg)](https://automatorplugin.com/wp-content/uploads/2024/06/Automator-Blog-Connect-Mailchilmp-to-EDD.jpg) Are you looking to supercharge your email marketing efforts by integrating [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/) (EDD) with [**Mailchimp**](https://automatorplugin.com/share/mailchimp/)? Whether you want to automate your marketing campaigns, streamline subscriber management, or enhance customer engagement, connecting these two powerful tools can transform the way you manage your digital store. And, with [**Uncanny Automator**](https://automatorplugin.com/pricing), the process is easier than ever! Imagine being able to automatically add EDD customers to your Mailchimp lists right after they make a purchase. Or, how about tagging customers who use a discount code at checkout? Maybe you’d like to unsubscribe a contact from an audience after their software license has expired. With the seamless integration capabilities of Uncanny Automator, you can create sophisticated automated workflows like those that save you time and boost your marketing effectiveness. In this step-by-step guide, we’ll show you exactly how to connect Easy Digital Downloads to Mailchimp using Uncanny Automator. By the end of this tutorial, we’ll have created time and cost saving recipes that can help you improve your email marketing. Without further ado, let’s dive in. ## Why Connect [Easy Digital Downloads](https://automatorplugin.com/share/easy-digital-downloads/) to [Mailchimp](https://automatorplugin.com/share/mailchimp/) with [Automator](https://www.automatorplugin.com/pricing) For WordPress businesses seeking to license software, sell subscriptions or bring their digital goods to market, there are few plugins that offer as much versatility as [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-digital-downloads/). And none that offer as much value. Similarly, [**Mailchimp**](https://automatorplugin.com/share/mailchimp/) is one of the leading email marketing platforms. Quite apart from making it a joy to engage with your audience through beautifully designed campaigns, Mailchimp allows for powerful segmentation to drive conversions. By connecting EDD to Mailchimp, you can upgrade your email marketing strategy to generate more leads, improve conversions and communicate more effectively with your customers. Most importantly, with [**Uncanny Automator**](https://automatorplugin.com/pricing), you can put the whole thing on autopilot. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) There are plenty of factors that make Automator the #1 integration and automation tool for WordPress websites. But it all boils down to this: - **Ease-of-Use:** Using simple combinations of triggers and actions called recipes, Automator connects all of your favorite apps and plugins. A user-friendly click-and-play interface means that you can automate your workflows in just minutes—or even seconds. - **Versatility:** With features such as *filters* and *delays*, Automator gives you the flexibility to connect your favorite apps and plugins however you choose. Features like these give you the ability to extend Mailchimp’s segmentation tools to your EDD and vice versa. - **Affordability:** Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Integrations:** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can connect EDD to Mailchimp and a whole lot more. Not to mention, Automator connects to EDD Recurring Payments and EDD Software Licensing as well. - **Support:** Unparalleled support has made Automator one of the highest-rated plugins in the WordPress ecosystem. Whether you need help setting up a time-saving recipe or want to see some new integrations or features, the Automator support team is always at the ready. [**Grab your Automator Pro license to unlock and optimize brand new email marketing strategies>>>.**](https://automatorplugin.com/pricing) ## **Automatically Add EDD Customers to Mailchimp** Now that you have your Automator Pro license, it’s time to create your first EDD and Mailchimp integration. [![automatically-add-edd-customers-to-mailchimp](https://automatorplugin.com/wp-content/uploads/2024/06/automatically-add-edd-customers-to-mailchimp-1024x602.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automatically-add-edd-customers-to-mailchimp.png) In the next five steps, we’ll show you exactly how to recreate the recipe pictured above. Let’s get to it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) (Note: We selected the recipe type *Everyone* so that we can capture as many leads as possible, whether they are existing users on our WordPress website or not.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Automatically Add EDD Customers to Mailchimp”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Easy Digital Downloads**. [![easy-digital-downloads-integration](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/06/easy-digital-downloads-integration.png) From the dropdown list that appears, select *A customer purchases a download*. [![edd-trigger-a-customer-purchases-a-download](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-customer-purchases-a-download-1024x298.png)](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-customer-purchases-a-download.png) Automator will prompt you to select a specific downloadable product. Because we want to capture as many leads as possible, we have selected *Any download*. Once you’re finished, click **Save**. Your completed trigger should look like this: [![edd-trigger-a-customer-purchases-a-download-live](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-customer-purchases-a-download-live-1024x324.png)](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-customer-purchases-a-download-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Mailchimp** from the menu of available integrations. [![mailchimp-integration](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-integration.png) If you haven’t already connected your Mailchimp account, you can do so now. Simply click **Connect account** in the modal that appears and follow the prompts. [![connect-mailchimp-account-to-wordpress](https://automatorplugin.com/wp-content/uploads/2024/06/connect-mailchimp-account-to-wordpress-1024x458.png)](https://automatorplugin.com/wp-content/uploads/2024/06/connect-mailchimp-account-to-wordpress.png) (Note: Automator will guide you through connecting your Mailchimp account to WordPress and it shouldn’t take more than 30 seconds. However, if you would like a detailed guide, [click here](https://automatorplugin.com/knowledge-base/mailchimp/).) Once you’ve connected your Mailchimp account, return to the recipe editor and select *Add a contact to an audience* from the dropdown list. [![mailchimp-action-add-a-contact-to-an-audience](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-add-a-contact-to-an-audience-1024x462.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-add-a-contact-to-an-audience.png) Automator will prompt you to select an email address. We are going to use a *token* (i.e., dynamic data pulled from your WordPress website and from within recipes). To select a token, click the **Asterisk**. [![edd-customer-email-token](https://automatorplugin.com/wp-content/uploads/2024/06/edd-customer-email-token-1024x609.png)](https://automatorplugin.com/wp-content/uploads/2024/06/edd-customer-email-token.png) Automator will then present you with a form where you can enter the details for this new Mailchimp contact. To add additional information about this new contact, click **Load fields** and populate the values using tokens. [![edd-customer-information-mailchimp-contact-fields](https://automatorplugin.com/wp-content/uploads/2024/06/edd-customer-information-mailchimp-contact-fields-1024x920.png)](https://automatorplugin.com/wp-content/uploads/2024/06/edd-customer-information-mailchimp-contact-fields.png) Once you’re satisfied, click **Save**. Your completed action should look something like this: [![mailchimp-action-add-a-contact-to-an-audience-live](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-add-a-contact-to-an-audience-live-1024x446.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-add-a-contact-to-an-audience-live.png) **Step 5: Go Live!** You’re just about ready to complete your first EDD and Mailchimp integration. All that’s left for you to do now is toggle the recipe from *Draft* to *Live*. [![automatically-add-edd-customers-to-mailchimp-live](https://automatorplugin.com/wp-content/uploads/2024/06/automatically-add-edd-customers-to-mailchimp-live-1024x602.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automatically-add-edd-customers-to-mailchimp-live.png) Now, all of our EDD customers will automatically be added to our Mailchimp audience. [**See how easy it is to connect EDD to Mailchimp with Automator? Get your Pro license now>>>.**](https://www.automatorplugin.com/pricing) With an Automator Pro license, you can even take this recipe a step further by creating a WordPress user from an EDD purchase. [![automatically-add-edd-customers-to-mailchimp-and-wordpress](https://automatorplugin.com/wp-content/uploads/2024/06/automatically-add-edd-customers-to-mailchimp-and-wordpress-1024x707.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automatically-add-edd-customers-to-mailchimp-and-wordpress.png) ## **Automatically Add Notes and Tags to Mailchimp Contacts** Now that you’re adding your EDD customers to your Mailchimp audiences, you can take the integration a step further to automate and improve your segmentation. [![connect-easy-digital-downloads-to-mailchimp-notes-and-tags](https://automatorplugin.com/wp-content/uploads/2024/06/connect-easy-digital-downloads-to-mailchimp-notes-and-tags-1024x702.png)](https://automatorplugin.com/wp-content/uploads/2024/06/connect-easy-digital-downloads-to-mailchimp-notes-and-tags.png) Let’s recreate the recipe pictured above together. Then we’ll show you some powerful features for creating more dynamic and personalized workflows. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. (Note: We’re able to select *Logged-in users* because we added an action to our previous recipe to create a WordPress user from an EDD purchase.) **Step 2: Name Your Recipe** We’ve named this recipe “Automatically Add Notes and Tags to Mailchimp Contacts”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Easy Digital Downloads – Software Licensing**. From the dropdown list that appears, select the trigger for which you would like to segment your Mailchimp audience. For example, if we’re setting up a winback campaign, we might select the trigger *A user’s license for a download expires*. [![edd-trigger-a-users-license-expires](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-users-license-expires-1024x301.png)](https://automatorplugin.com/wp-content/uploads/2024/06/edd-trigger-a-users-license-expires.png) Once you’ve configured your trigger, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Mailchimp**. From the dropdown list appears, select *Add a tag to the user* or *Add a tag to a contact* if you did not create a WordPress user in the previous recipe. [![mailchimp-action-add-a-tag-to-a-contact](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-add-a-tag-to-a-contact-1024x503.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-add-a-tag-to-a-contact.png) Automator will prompt you to select the tag. Once you’re finished click **Save**. You can also add a note to the user/contact to help build your customers’ profiles and further improve segmentation. If you add a note, Automator will present you with a form where you can draft the note you wish to add to the contact in Mailchimp. You can draft this message with a combination of static text and tokens. [![mailchimp-contact-note-with-edd-tokens](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-contact-note-with-edd-tokens-1024x893.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-contact-note-with-edd-tokens.png) Once you’re satisfied with the note, click **Save**. With both of these actions, your *Actions* panel should look something like this: [![mailchimp-actions-add-a-note-and-a-tag](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-actions-add-a-note-and-a-tag-1024x583.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-actions-add-a-note-and-a-tag.png) **Step 5: Go Live** To automate your Mailchimp segmentation, all you need to do is toggle your recipe from *Draft* to *Live*. [**Ready to improve your Mailchimp segmentation with Automator? Grab your Pro license today>>>.**](https://www.automatorplugin.com/pricing) Now that you’ve gotten the basics down, let’s take a look at some more advanced Automator features to further improve your marketing automation. Don’t worry; advanced doesn’t mean difficult. ## **Advanced EDD and Mailchimp Integrations with Automator** Mailchimp already has some powerful marketing automation tools of its own. For example, we’ve created this winback campaign for our EDD – Software Licensing products. [![mailchimp-winback-automation](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-winback-automation-901x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-winback-automation.png) However, without Automator to integrate EDD and Mailchimp, we wouldn’t be able to create such a dynamic journey for our customers. Here’s how we did it. **Step 6: Add a Third Action + Filter** As our recipe stands, our Mailchimp contact will have an “expired” tag on their profile in perpetuity. But, we’re running a winback campaign and we’re pretty sure that it will be successful. As such, we’ve added the action *Remove a tag from the user*. Now, we just need a way for Automator to know which user(s) to remove the tag from. That’s where *filters* come in. After configuring the action, hover it and click **Filter**. [![mailchimp-action-remove-a-tag-filter](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-remove-a-tag-filter-1024x733.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-remove-a-tag-filter.png) A *Condition* modal will appear. Select *EDD – Software Licensing* > *The user has/does not have an active license for a download*. [![automator-condition-modal-edd-software-licensing](https://automatorplugin.com/wp-content/uploads/2024/06/automator-condition-modal-edd-software-licensing-1024x930.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automator-condition-modal-edd-software-licensing.png) A second modal will appear where you can configure the condition. Once you’re done, click **Save filter**. Your action should now look something like this: [![mailchimp-action-remove-a-tag-with-edd-filter-live](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-remove-a-tag-with-edd-filter-live-1024x579.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-action-remove-a-tag-with-edd-filter-live.png) **Step 7: Add a Delay** We need time to let our Mailchimp winback automation work its magic on our customers. In order to get our Mailchimp automation and our Automator recipe working in sync, we can add a *delay* to our action. To add a delay, simply hover over the action and click **Delay**. In the modal that appears, set a delay that aligns with your Mailchimp automation. [![automator-action-delay-5-days](https://automatorplugin.com/wp-content/uploads/2024/06/automator-action-delay-5-days-796x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automator-action-delay-5-days.png) Once you’re finished, click **Set delay**. Altogether, your *Actions* panel should look like this: [![mailchimp-actions-with-edd-filter-and-delay](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-actions-with-edd-filter-and-delay-1024x1009.png)](https://automatorplugin.com/wp-content/uploads/2024/06/mailchimp-actions-with-edd-filter-and-delay.png) Now, whenever an EDD customer’s license expires, Automator will add a tag to their Mailchimp contact, initiating a winback automation. After five (5) days, our customers will remain in the winback automation unless they have a new and active EDD software license, triggering Automator to remove the tag. [**Want to create fully-integrated marketing automations like this one? Grab your Automator Pro license today>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Can I segment my Mailchimp audience based on specific EDD purchases?** Yes, with Uncanny Automator, you can create recipes that add tags or update custom fields in Mailchimp based on specific purchases made through Easy Digital Downloads. This allows you to segment your audience effectively and target them with personalized email campaigns. **How do I handle recurring payments with an EDD and Mailchimp integration?** Uncanny Automator supports EDD – Recurring Payments as well as EDD – Software Licensing. You can set up recipes that trigger actions in Mailchimp based on recurring payment events, such as adding a tag when a subscription is renewed or sending an email when a subscription is about to expire. **Is it possible to unsubscribe a Mailchimp contact automatically if their EDD software license expires?** Absolutely. You can create a recipe in Uncanny Automator that triggers when a user’s EDD software license expires. This recipe can then perform actions in Mailchimp, such as unsubscribing the contact or updating their profile with relevant tags and/or notes. **Can I use Uncanny Automator to send Mailchimp campaigns?** Yes, you can create recipes that initiate Mailchimp campaigns based on triggers from [**253 integrations**](https://www.automatorplugin.com/integrations), including Easy Digital Downloads. By using tokens, you can include dynamic content in your emails, such as customer names, purchase details, and more. **Does the integration between EDD and Mailchimp support all types of digital products?** Yes, the integration supports all types of digital products sold through Easy Digital Downloads. Whether you’re selling software, eBooks, music, or subscriptions, you can set up automated workflows to manage your Mailchimp audience based on customer interactions with your EDD store. ## **Conclusion** Integrating Easy Digital Downloads with Mailchimp using Uncanny Automator opens up a world of possibilities for automating your email marketing efforts. By seamlessly connecting these two powerful platforms, you can ensure timely and relevant communication with your customers, improve engagement, and boost conversions. Whether you want to add customers to Mailchimp lists, tag them based on their purchases, or manage subscriptions, Uncanny Automator makes it all possible with just a few clicks. We’ve walked you through the steps to set up basic and advanced recipes, demonstrating how easy it is to automate your workflows. With features like filters and delays, you can customize your integrations to suit your specific needs, ensuring your marketing strategies are always on point. [**Ready to take your email marketing to the next level? Grab your Automator Pro license today and start creating powerful automations that save you time and drive results>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to send an email campaign in WordPress](https://automatorplugin.com/how-to-send-an-email-campaign-in-wordpress/) **Published:** June 12, 2024 **Author:** Kelly Handley **Content:** If you run a business online, you understand how crucially important it is to keep your audience engaged. Through regular communication and touch points, you can build brand loyalty, increase sales, and expand your market reach. While there are countless platforms and tools out there to reach out to prospective customers more effectively and more often, email marketing remains a cornerstone of effective communication with your audience. Just how important are email campaigns in your marketing arsenal? Based on a [2023 report from Hubspot](https://blog.hubspot.com/marketing/email-marketing-stats): - Approximately 64% of small businesses use email marketing to reach customers. - 37% of brands are *increasing* their email budget on an annual basis. - 77% of markets have seen an increase in email engagement over the last 12 months. For many websites (including [my own](https://ultimatethrifting.com/)), email marketing is the primary means of communicating with an existing audience that may not be visiting your website that often. It’s an easy way to reach thousands of users at very low cost, and the results of campaigns tend to pay for themselves many times over. In fact, it’s one of the lowest-cost marketing tools at your disposal, even though it’s one of the most powerful, allowing easy targeted messaging, higher brand awareness, easy results analysis, and for many people it’s the preferred communication channel. And what about the ROI? According to a [Campaign Monitor report](https://www.campaignmonitor.com/resources/guides/why-email/), for every $1 spent on email marketing, the average return on investment is $38. ### Tools for building email campaigns in WordPress To get started with email marketing in WordPress, your site will need to do a few things: - Capture email addresses and add contacts to an email list - Send email campaigns out to those contacts For the purpose of this article, we’re going to keep things simple and do as much as possible with the #1 automation plugin for WordPress: Uncanny Automator. While Automator does have an extremely powerful free version, for this article we’re going to take advantage of some Pro features, particular the [User Lists addon](https://automatorplugin.com/user-lists-addon/) available at no extra cost to [Plus and Elite license holders](https://automatorplugin.com/pricing/). The User Lists plugin makes it very easy to add site users to mailing lists, while Automator Pro itself simplifies the process of sending emails out to multiple users. [![](https://automatorplugin.com/wp-content/uploads/2024/06/Twitter-Card-email-campaign-from-wp-1024x576.jpg)](https://automatorplugin.com/wp-content/uploads/2024/06/Twitter-Card-email-campaign-from-wp.jpg) For capturing email addresses, the simplest option is to simple collect emails in an optin form. You can use any form builder plugin that integrates with Automator to build your optin forms, but we’re particularly fond of the free versions of [WPForms](https://automatorplugin.com/integration/wp-forms/) and [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/). Both are more than sufficient for building forms on your site. And, of course, you need a way to send the emails out, since most WordPress hosts are not able to support email campaigns that might sound out thousands of emails within a few minutes. You’ll probably want to connect your WordPress site to a transactional email service provider, and for that, check out our article on the [best email service providers for WordPress](https://automatorplugin.com/the-best-transactional-email-service-providers-for-wordpress/). ### How to capture email addresses Uncanny Automator can, of course, add users to an email list based on any interaction. Perhaps when a user completes a course you add them to an alumni list, when a user makes a purchase you add them to your paid newsletter, or when a user joins a social group then you add them to a related list. While these are all great ways to segment users and send them targeted campaigns, we’re going to stick to the most basic of examples for this article: A user submits an email address in a form. Besides my work with Uncanny Automator, I run a [popular thrifting blog](https://ultimatethrifting.com/). On that website, optin forms are my primary means of collecting email addresses so that I can connect with my audience. Sometimes you might incentivize people to provide their email address, like offering a free ebook, a free email course, perhaps a special discount. Other times users might just want regular updates on something that interests them, which is how I use an optin form in my footer: [![Footer optin form](https://automatorplugin.com/wp-content/uploads/2024/06/Sample-optin-form-1024x274.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Sample-optin-form.png) Let’s assume that you’re using WPForms on your website as a form builder. To create a new form: 1. Visit **WPForms > Add New** in /wp-admin/. 2. While you can choose a form template to get started, for this example, we’ll choose **Blank Form**. 3. In the form editor, drag an **Email** field type over to your form on the right. [![](https://automatorplugin.com/wp-content/uploads/2024/06/WPForms-Email-Field.png)](https://automatorplugin.com/wp-content/uploads/2024/06/WPForms-Email-Field.png) 4. Now click the **Settings** tab on the left and add a name for your form in the *Form Name* field. You can add more settings here, like notifications, confirmations, and other form extras, but these steps are all optional and we’ll keep this example as straightforward as possible. 5. Click the **Save** button to save your form. Now you have a form that you can add to any page, post, or other element on your website. But, of course, we haven’t yet connected that email capture to a contact list in WordPress. ### Add contacts to a mailing list In this next section, we’ll show you how easy it is to take that email address submission in your form and add it to a mailing list with Uncanny Automator. For this next section, we’ll assume you’re using Uncanny Automator, Automator Pro, and the User Lists addon. The first step is to create the mailing list that you will add users to. To do that: 1. Visit **Automator > Settings > Addons > User lists** in /wp-admin/. 2. Click the **Add list** button to create a new list. [![](https://automatorplugin.com/wp-content/uploads/2024/06/Add-a-user-list.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Add-a-user-list.png) 3. Name the list anything you want and click **Save**. This will create the new list. Of course, this new list doesn’t yet have any users, so our next step is to add anyone that submits an email address to the new list. Here’s how to do it: 1. Visit **Automator > Add New** to create a new recipe. Recipes are automations that can be used to do things like add a value from a form submission to an email marketing list. 2. Choose **Everyone** and click **Confirm**. We use an Everyone recipe type because visitors to the site may or may not be signed in when they view the form. 3. Name your recipe. It should be something identifiable, so I might use something like, “Add thrifting visitors to mailing list”. 4. In the *Trigger* section, choose **WPForms**, since it’s a form submission that will trigger the automation. 5. Now choose the *A form is submitted* trigger, since it’s the form submission that will trigger the recipe. 6. In the *Actions* section, choose the “Add the user to a list” action. You’ll see a warning that it requires user data; click **Set user data**. 7. Choose the list you created next from the *User list* drop-down list in the action. Then click **Save**. 8. Now we need to create a WordPress user so we can add them to the list. Above the action, choose **New user**. 9. We’ll keep things simple when creating this user, so we’ll just populate the *Email* and *Username* fields. Both need to come from the email address in the form, so click the **\*** icon to the right of the field to choose a [token](https://automatorplugin.com/knowledge-base/managing-tokens/). We need to target the *Email* field from the trigger, so we’ll choose this token: [![](https://automatorplugin.com/wp-content/uploads/2024/06/WPForms-Email-Token.png)](https://automatorplugin.com/wp-content/uploads/2024/06/WPForms-Email-Token.png)The same token can be used in the *Username* field. 10. Next, choose to **Select existing user** if the email address already exists (since we want to add existing users that sign up to the list as well) and leave the default *Email* selection. 11. Click **Save** to finalize the user selector changes. 12. To take the recipe live, use the switch on the right side of the recipe to change the status from **Draft** to **Live**. Upon completion of these steps, you’ll have a live recipe that should look something like this: [![](https://automatorplugin.com/wp-content/uploads/2024/06/Add-users-to-a-mailing-list-1024x662.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Add-users-to-a-mailing-list.png) To recap, now we have an optin form that accepts email addresses as submissions, and when users enter their email addresses, they will be added to a mailing list that we created. ### Send a WordPress email campaign The last automation that we’ll cover in this article is sending an email campaign to users in the list we created. Doing this, of course, will involve another Uncanny Automator recipe. For this one, we will run a recipe instantly (on demand rather than with some kind of user activity on the site) that will “loop” through users in the mailing list and send each of them an email. To create this recipe, perform the following steps: 1. Choose **Automator > Add New** in /wp-admin/. 2. Since this recipe isn’t triggered by a user and is run in the back end by an administrator, choose **Everyone** as the recipe type. 3. Name the recipe first. For this example, I’ll use “November Thrifting Campaign”. 4. Select the **Run now** integration. This trigger allows us to run any set of actions instantly. Choose the *Trigger recipe manually* selection. 5. In the *Actions* section, instead of adding a new action from an integration, choose **Add > User Loop**, like this: [![](https://automatorplugin.com/wp-content/uploads/2024/06/Add-User-Loop.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Add-User-Loop.png) 6. So the loop runs most efficiently, click the **Filter users** button. This allows us to loop through a subset of users. 7. Since we’re targeting users in our mailing list only, choose **User Lists** **> The user is/is not on a list**. 8. In the modal that pops up, leave the criteria as “is” and choose the list you created. For my example list of thrifting prospects, the selection will look like this: [![](https://automatorplugin.com/wp-content/uploads/2024/06/User-loop-filter.png)](https://automatorplugin.com/wp-content/uploads/2024/06/User-loop-filter.png) 9. Click **Confirm** to save the changes. 10. Now, inside the user loop (and this is very important, use the button inside the loop section and not the button at the top of the *Actions* section), click **Add action**. 11. Since we’re sending out an email, choose the **Emails** integration. 12. Within the integration, select **Send an email**. 13. For this example, we’ll focus on the key fields for the email. The first one is who to send the email to, and for this we need to target the email address of users in the loop (so users on our mailing list). In the token list for the **To** field, choose the **User email** option in the *Loop* set of tokens, like this: [![](https://automatorplugin.com/wp-content/uploads/2024/06/Loop-email-token.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Loop-email-token.png) 14. Next you will need to populate a **Subject** for the email; you can use anything you want here. 15. In the **Body** area, you can add whatever content you want to send out. If the optin form you create includes a first name, you might choose to use a First Name token or other personalization. 16. Since this is a campaign email, it’s a good idea to include the “Unsubscribe link” token from the *User Lists* set of tokens. When this is included in an email and a user clicks it, they will be taken to a page where they can remove themselves from mailing lists. This link works even if the user is signed out from the site (the URL and unsubscribe link text can be managed from the Automator > Settings > Addons > User Lists page). 17. Since this email might be going out to a lot of people, using the **Send test email** button can be a good idea. 18. Click **Save** to save your campaign changes. Once the updates have been made, your recipe should look something like this: [![](https://automatorplugin.com/wp-content/uploads/2024/06/Campaign-example-recipe-378x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/06/Campaign-example-recipe.png) 19. As a final step, use the **Run now** button on the right side of the edit recipe page to initiate the recipe and send out your email to the users in the list. Your first campaign email is complete! For Run Now recipes, the actions that are running will be queued and send out in batches to minimize load on your site. You can watch the progress of your recipe from the *Automator > Logs* page inside the recipe run details. ### CRM alternatives Even if you’re not using a [Plus or Elite license](https://automatorplugin.com/pricing/), there are still many tools you can use to send email campaigns that are natively supported by Uncanny Automator. You might choose (or already use) a WordPress-based CRM, like [Groundhogg](https://automatorplugin.com/integration/groundhogg/) or [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) (which I also use for my [thrifting blog](https://ultimatethrifting.com/blog/)). Or maybe you use a CRM SaaS product like [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) or [Drip](https://automatorplugin.com/integration/drip/). Automator supports a variety of CRM platforms and all can help you make your email campaign dreams a reality. ### Conclusion If you have followed the steps in this very long article, you will be well on your way to collecting email address, adding contacts to a mailing list, and sending email campaigns to your users. Email marketing is a critical part of user engagement and conversions for every online business, and we hope this article has made it even easier for you to implement a marketing solution on your WordPress site. ![author avatar](https://automatorplugin.com/wp-content/uploads/2024/06/Kelly-Handley-headshot.jpg) Kelly Handley Founder Kelly Handley (BA, Letters & Translation) is the founder of Ultimate Thrifting, as well as a veteran thrifting and resale expert with over 20 years of experience. Following a progressive career in corporate proofreading, Kelly's writing on thrifting topics is inspiring a new generation of thrifters. [See Full Bio](https://automatorplugin.com/author/kelly/) [ ](https://automatorplugin.com/author/kelly/) **Categories:** Recipe Ideas, Use Cases --- ### [New Integration: Upsell Plugin](https://automatorplugin.com/new-integration-upsell-plugin/) **Published:** July 20, 2020 **Author:** Kelly Handley **Content:** Uncanny Automator 2.6 is now out! As usual, this [free release](https://wordpress.org/plugins/uncanny-automator/) adds lots of new triggers and actions to automate even more of your plugin and site integrations. ## Upsell Plugin Our team at Uncanny Owl still operates primarily in the WordPress elearning space, and over the last few months we’ve seen a lot of growth and fantastic feedback for the [Upsell Plugin](https://www.upsellplugin.com/). It’s an ecommerce plugin that makes it easy to create sales funnels and ecommerce solutions without the complexity that you would normally associate with WooCommerce and Easy Digital Downloads. For us, building the integration with Upsell was a great opportunity to finally try the product out for ourselves. Where the Upsell Plugin can’t quite compete with the big players is with the number of available integrations. It supports a handful of direct integrations with elearning and membership plugins, but for power users it might not be enough. That’s where our new (free!) Uncanny Automator integration comes in. With it, sales made with the [Upsell Plugin](https://automatorplugin.com/integration/upsell-plugin/) can trigger activity in dozens of other WordPress plugins and even other WordPress sites. Sell access to [events](https://automatorplugin.com/integration/the-events-calendar/), [LearnDash](https://automatorplugin.com/integration/learndash/) and [BuddyPress](https://automatorplugin.com/integration/buddypress/) groups, add and remove user tags in your favourite CRM, award badges and points, etc. [![Upsell Plugin Recipe Sample](https://automatorplugin.com/wp-content/uploads/2020/07/Upsell_Recipe_Sample.png)](https://automatorplugin.com/wp-content/uploads/2020/07/Upsell_Recipe_Sample.png) **Please note** that for this free release you must have purchases associated with user accounts. Make sure that **Enable Account Creation** is checked in your product settings under *Checkout Settings* so that if a user purchases anonymously an account is still created. ## Groundhogg tag support In our last post we hinted that great things were coming to our [Groundhogg integration](https://automatorplugin.com/integration/groundhogg/), and now they’re here! The free version of Uncanny Automator adds these new actions: - Add a tag to the user - Remove a tag from the user Between the new actions and the existing triggers in Automator Pro, here are some of the interesting things you can do: - When a student completes a series of courses with quiz scores over 80%, add an “Honor Roll” tag and send them a congratulatory email. - When a user is added to an HR system and passes data in an incoming webhook, tag that user based on their job functions and department. - When a user makes a purchase on one WordPress site, create the user and tag them based on their purchases on another WordPress site. - When a user’s subscription fails, remove associated tags and send the user an SMS message confirming the removal. It’s pretty powerful, including for free users now that adding and removing tags are available. If you’re a Groundhogg user, don’t forget to tell us what other triggers and actions you might like to see included. ## Important plugin changes There are 2 other really notable actions included in the Automator 2.6 release: **Create a post** is now an available action for the free plugin, and the **Send data to a webhook** action adds header support. Both are *extremely* powerful upgrades, especially for developers, and the post creation action supports custom post types as well. Where it gets interesting is that you can create the posts with any postmeta you want. We know the benefits aren’t necessarily obvious, but here are some examples of what this means: - When a user submits a form, use the values in the form to create a new blog post. Now you’ve got a nice front end blog posting tool. - When a user posts content on another platform, pass the data via incoming webhook and turn it into a LearnDash lesson. There are a few other changes behind the scenes too. The **Send data to a webhook** action has been moved to the Uncanny Automator integration and performance has improved for the [BuddyPress](https://automatorplugin.com/integration/buddypress/), [GamiPress](https://automatorplugin.com/integration/gamipress/), [MyCred](https://automatorplugin.com/integration/mycred/) and [BadgeOS](https://automatorplugin.com/integration/badgeos/) integrations. ![author avatar](https://automatorplugin.com/wp-content/uploads/2024/06/Kelly-Handley-headshot.jpg) Kelly Handley Founder Kelly Handley (BA, Letters & Translation) is the founder of Ultimate Thrifting, as well as a veteran thrifting and resale expert with over 20 years of experience. Following a progressive career in corporate proofreading, Kelly's writing on thrifting topics is inspiring a new generation of thrifters. [See Full Bio](https://automatorplugin.com/author/kelly/) [ ](https://automatorplugin.com/author/kelly/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Integrate Slack with WordPress for Seamless Team Collaboration](https://automatorplugin.com/how-to-integrate-slack-with-wordpress-for-seamless-team-collaboration/) **Published:** June 6, 2024 **Author:** Brendan Da Costa **Content:** *Teamwork makes the dream work with Uncanny Automator. Integrate Slack with WordPress to automate updates, assign tasks, and enhance productivity.* [![team-collaboration-with-slack-and-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/06/team-collaboration-with-slack-and-wordpress-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/06/team-collaboration-with-slack-and-wordpress-featured-image.jpg) Did you know that team collaboration can enhance productivity, boost morale and improve worker satisfaction? In fact, according to [this Stanford study](https://www.sciencedirect.com/science/article/abs/pii/S0022103114000420?via%3Dihub), **even the perception of collaboration can lead to higher productivity**. As a WordPress business owner or site manager, you probably already knew about some of those benefits of collaboration. That’s likely what had you scouring the internet for ways to enhance your team’s collaborative efforts. Well, scour no further! In this article, we’ll show you how to reap the benefits of seamless teamwork by connecting [**Slack**](https://automatorplugin.com/share/slack/) to your WordPress website (and much more) using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). We’ll show you how to send automatic updates, assign tasks and share valuable information across and within teams. Towards the end, we’ll show you a few Automator features for customizing your automations and give you some additional tips, tricks and resources to take your collaborations to the next level. But that’s enough of an introduction for now. Let’s get into the good stuff. ## **3 Compelling Ways Automated Communications Improve Team Collaboration** When it comes to teamwork, communication is key. And when it comes to communication, **automation is essential**. Don’t believe us? Here are just three ways that automated communications can improve your team’s collaborative efforts and enhance productivity: - **Don’t miss a beat:** Automating your communications ensures that you and your team will never miss out on crucial updates and notifications. Whether it’s changes in order status, new posts or form submissions or fundamental changes to your WordPress website. Automated notifications keep you and your team in the loop and in sync. - **The truth, the whole truth:** Ever lost out on a sale or failed to reply to a customer because of a typo? Automated communications (particularly with Automator’s [*tokens*](https://automatorplugin.com/action-tokens/) feature) ensures that you always send and receive accurate and relevant information. Never risk miscommunicating valuable bits of information such as order IDs, customer emails or form field data. You’ll always get the truth, the whole truth and nothing but the truth. - **Command and control:** Storing bits of information here and there (and everywhere) is definitely not good for collaboration, far less productivity. If your sales team’s ecommerce platform isn’t perfectly in-sync with your marketing team’s CRM, they can’t collaborate and convert as well as they should. Automating your various apps, plugins and platforms necessarily means integrating them, centralizing your communications. **Ready to start automating your communications? Then you’ll want** [**Uncanny Automator>>>**](https://www.automatorplugin.com/pricing)**.** [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) As the #1 automation and integration tool for WordPress websites, no other plugin is better suited for the job of automating your communications. Whether you need to share specific WordPress metadata with a single contact in Slack or send out an entire Slack campaign, Automator is the best tool for the job. Best of all, Automator’s simple click-and-play interface allows you to create [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/) (those automated workflows pictured above) in just a few clicks and even fewer minutes. In the following sections, we’ll walk you through setting up Automator recipes like the ones pictured above so you can **start boosting your team’s collaboration today**. To get started, you’ll need an Automator Pro license. If you haven’t already, [**grab your Pro license now>>>**](https://www.automatorplugin.com/pricing). Pro Tip: Upgrade to the **Plus** or **Elite** plan to take advantage of Automator’s collaboration-boosting addons. ## Getting Started: Connecting [Slack](https://automatorplugin.com/share/slack/) to WordPress with [Automator](https://www.automatorplugin.com/pricing) Now that you have your Automator Pro license, you’re only steps away from improving team collaboration and boosting your productivity. First off, you’ll need to connect your Slack account to your WordPress website. Thanks to Automator, that’s a remarkably simple process. You can find a detailed guide on connecting Slack to WordPress [here](https://automatorplugin.com/knowledge-base/slack/). Alternatively, find the abridged version below: 1. From your WordPress Admin Dashboard, navigate to *Automator* > *Settings*. 2. Under the **App integrations** tab, select **Slack** and click **Connect Slack workspace**. 3. Enter your Slack workspace URL, sign in when prompted and click **Continue**. 4. Automator will prompt you for permissions. Click **Allow**. 5. From your Slack workspace, click **Add apps** then download **Uncanny Automator**. You can add the Automator Slack bot to a channel just as you would a Slack user. Let’s create our first Automator recipe to test the connection. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in user*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Send a Slack Message When a New Post Is Published”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. [![wordpress-integration](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png) From the dropdown list that appears, select *A user publishes a post*. [![wordpress-trigger-a-user-publishes-a-post](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-1024x467.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post.png) Automator will prompt you to select a post type. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![wordpress-trigger-a-user-publishes-a-post-live](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-live-1024x350.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **Slack**. [![automator-slack-integration](https://automatorplugin.com/wp-content/uploads/2023/04/11-—-Uncanny-Automator-_-Slack.png)](https://automatorplugin.com/wp-content/uploads/2023/04/11-—-Uncanny-Automator-_-Slack.png) From the dropdown list that appears, select *Send a direct message to a Slack user*. [![slack-action-send-a-direct-message-to-a-slack-user](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-direct-message-to-a-slack-user-1024x402.png)](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-direct-message-to-a-slack-user.png) Automator will present you with a form to select the *Slack user*, set the *Bot name* and *icon* and draft your message. Remember when we told you that Automator *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes) can help you ensure the accuracy of your automated communications? To select a token, click on the **Asterisk**. [![slack-message-tokens](https://automatorplugin.com/wp-content/uploads/2024/06/slack-message-tokens.png)](https://automatorplugin.com/wp-content/uploads/2024/06/slack-message-tokens.png) For example, we have drafted our automated message using the *Post title*, *Post excerpt*, *Post URL* and *Post featured image URL* tokens. [![slack-message-draft-with-tokens](https://automatorplugin.com/wp-content/uploads/2024/06/slack-message-draft-with-tokens.png)](https://automatorplugin.com/wp-content/uploads/2024/06/slack-message-draft-with-tokens.png) Once you’ve drafted your message, click **Save**. Your completed action should look like this: [![slack-action-send-a-direct-message-to-a-slack-user-live](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-direct-message-to-a-slack-user-live-1024x460.png)](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-direct-message-to-a-slack-user-live.png) **Step 5: Go Live!** You’re just about ready to complete your first Automator recipe. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![send-a-slack-message-when-a-new-post-is-published-live-1](https://automatorplugin.com/wp-content/uploads/2024/06/send-a-slack-message-when-a-new-post-is-published-live-1-1024x608.png)](https://automatorplugin.com/wp-content/uploads/2024/06/send-a-slack-message-when-a-new-post-is-published-live-1.png) Now that your recipe is *Live*, give it a try. Here’s what our message looked like in Slack. [![automator-slackbot-draft-message](https://automatorplugin.com/wp-content/uploads/2024/06/automator-slackbot-draft-message-1024x651.png)](https://automatorplugin.com/wp-content/uploads/2024/06/automator-slackbot-draft-message.png) (Note: If you leave the *Bot name* and *Bot icon* fields empty, the default name and icon will appear in Slack as in the screenshot above.) [**Want to create recipes like this one? Get Automator Pro now>>>.**](https://www.automatorplugin.com/pricing) ## **Automate Team Notifications to Improve Collaboration** Now that you’ve gotten the hang of creating Automator recipes, in the next few sections, we’ll take a look at some **collaboration-boosting automations**. As we’ve seen in the test recipe that we created, Automator can send direct messages to individual Slack users. But, more importantly for teamwork, it can also post to Slack channels. [![send-wordpress-update-to-slack-channel](https://automatorplugin.com/wp-content/uploads/2024/06/send-wordpress-update-to-slack-channel-1024x597.png)](https://automatorplugin.com/wp-content/uploads/2024/06/send-wordpress-update-to-slack-channel.png) In the recipe pictured above, for example, we’re able to update the relevant Slack channel(s) whenever a WordPress post is updated. With a recipe like this one, you can keep your teams collaborating on everything from events and products to courses and pages. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** We’ve named this recipe “Send WordPress Updates to Slack Channel”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. From the dropdown list that appears, select *A user updates a post*. Automator will prompt you to select the *Post type* and specific *Post*. For example, we have selected *Event* and *Team Meetup 2024*. When you’re finished, click **Save**. Your completed trigger should look something like this: [![wordpress-trigger-a-user-updates-a-post](https://automatorplugin.com/wp-content/uploads/2024/06/wordpress-trigger-a-user-updates-a-post-1024x371.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wordpress-trigger-a-user-updates-a-post.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select the **Slack** integration. From the dropdown list that appears, select *Send a message to a channel*. [![slack-action-send-a-message-to-a-channel](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-message-to-a-channel-1024x401.png)](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-message-to-a-channel.png) Automator will present you with a form. Select the *Slack Channel*, set the *Bot name* and *Bot icon* and draft your message. Once you’re finished, click **Save**. Your completed action should look something like this: [![slack-action-send-a-message-to-a-channel-live](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-message-to-a-channel-live-1024x463.png)](https://automatorplugin.com/wp-content/uploads/2024/06/slack-action-send-a-message-to-a-channel-live-1024x463.png) **Step 5: Go Live!** All that’s left for you to do now is to toggle your recipe from *Draft* to *Live*. [![send-wordpress-update-to-slack-channel-live](https://automatorplugin.com/wp-content/uploads/2024/06/send-wordpress-update-to-slack-channel-live-1024x597.png)](https://automatorplugin.com/wp-content/uploads/2024/06/send-wordpress-update-to-slack-channel-live.png) [**Want to create more recipes like this one? Get Automator Pro now>>>.**](https://www.automatorplugin.com/pricing) ## **Streamline Task Assignments with Automated Notifications** So far, we’ve shown you how to connect Slack to some of your WordPress website’s core functionalities to boost team collaboration. But, Automator connects to a whole lot more than core WordPress features. In fact, Automator has [**253 integrations**](https://www.automatorplugin.com/integrations), giving you endless ways to get your team working more closely together. [![wpforms-to-slack-sales-channel-integration](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-to-slack-sales-channel-integration-1024x873.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-to-slack-sales-channel-integration.png) In the recipe pictured above, for example, we’re able to send a message to the appropriate Slack Channel after a [**WPForms**](https://automatorplugin.com/share/wpforms) submission. This helps our team reduce response times and ensures that no task falls through the cracks. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. **Step 2: Name Your Recipe** We’ve named this recipe “WPForms to Slack Sales Channel Integration”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms** or another form integration of your choosing, such as [**Typeform**](https://automatorplugin.com/share/typeform/). From the dropdown list that appears, select *A form is submitted*. Automator will prompt you to select a form from your published list of forms. For example, we selected our *Billing/Order Form*. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Slack**. From the dropdown list that appears, select *Send a message to a Slack channel*. Automator will present you with a form. Select the *Slack Channel*, set the *Bot name* and *Bot icon* and draft your message. Once you’re finished, click **Save**. **Step 5: Go Live** Toggle your recipe from *Draft* to *Live*. Here’s a preview of the message in Slack that our sales team received. [![wpforms-submission-data-in-slack-message](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-submission-data-in-slack-message-1024x428.png)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-submission-data-in-slack-message.png) [**Want to create some recipes of your own? Get Automator Pro now>>>.**](https://www.automatorplugin.com/pricing) ## **Advanced Automations and Customizations** After creating a few recipes of your own, we’re pretty sure that you’re ready to take on some more advanced automations that can really get your team working together. But don’t worry. As complex as these automations might become, we’ll still create them using Automator’s click-and-play interface. **Step 6 (Optional): Add a Filter** Effective communication that facilitates better teamwork means getting the right message to the right people at the right time. To ensure that your automated communications always land where they should, you can take advantage of Automator’s [*filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/) feature. To add a filter to an action, simply hover over the action and click **Filter**. In the pop-up window that appears, select *A token meets a condition*. A second window will appear where you can configure the conditions that a token of your choosing must satisfy for the action to run. [![wpforms-token-address-contains-canada](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-token-address-contains-canada.gif)](https://automatorplugin.com/wp-content/uploads/2024/06/wpforms-token-address-contains-canada.gif) Once you’re finished, click **Save filter**. We then added a second action to the recipe along with another filter, allowing us to send the form submission data to the right team based on criteria that we define. [![filtered-slack-messages](https://automatorplugin.com/wp-content/uploads/2024/06/filtered-slack-messages-1024x969.png)](https://automatorplugin.com/wp-content/uploads/2024/06/filtered-slack-messages.png) **Step 7 (Optional): Add a Delay** Now that we’ve ensured that our Slack messages will go to the right team, we need to make sure that the messages will arrive at the right time. By taking advantage of Automator’s [*delay*](https://automatorplugin.com/knowledge-base/scheduled-actions/) feature, we can schedule our communications so that our teams know when to expect new information. To add a delay or to schedule an action, simply hover over the action and click **Delay**. Automator will present you with a modal where you can use preset delays, schedules or [custom schedules](https://automatorplugin.com/knowledge-base/how-to-use-custom-scheduling-in-wordpress-automations/) to time your communications to a tee. [![filtered-and-scheduled-slack-messages](https://automatorplugin.com/wp-content/uploads/2024/06/filtered-and-scheduled-slack-messages-1024x968.png)](https://automatorplugin.com/wp-content/uploads/2024/06/filtered-and-scheduled-slack-messages.png) [**Ready to boost your team’s collaborative efforts? Get Automator Pro now>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **How do I connect Slack with WordPress?** Uncanny Automator is the best tool for connecting Slack to WordPress. After installing and activating Automator, simply navigate to *Automator* > *Settings* from your WordPress Admin Dashboard. Select **Slack**, and click **Connect Slack workspace**. Follow the prompts to authorize the connection and start automating your communications. **What are the benefits of integrating Slack with WordPress?** Integrating Slack with WordPress can enhance team collaboration by automating updates, task assignments, and notifications. Moreover, automated communications ensure accuracy so that everyone stays informed and on-task, maximizing productivity. **Can I customize the messages sent from WordPress to Slack?** Yes. With Uncanny Automator, you can customize messages using tokens to include dynamic data such as post titles, excerpts, URLs, and more. **Do I need the Pro version of Uncanny Automator to integrate Slack with WordPress?** Not at all. You can get started with Automator for FREE. Simply register your account to claim a limited number of complimentary credits, allowing you to connect to Slack and other premium app integrations. Once your complimentary credits run out, you can upgrade to a Pro license to enjoy unlimited app credits and hundreds more triggers and actions. **What other integrations does Uncanny Automator support?** Uncanny Automator supports numerous integrations including popular plugins like **[WooCommerce](https://automatorplugin.com/share/woocommerce/)**, **[WPForms](https://automatorplugin.com/share/wpforms)**, and **[LearnDash](https://automatorplugin.com/share/learndash)**, allowing you to automate a wide range of tasks and workflows. [**Click here**](https://www.automatorplugin.com/integrations) for a full list of Automator’s **253 integrations** and check back regularly for more. ## **Conclusion** In this article, we’ve explored how integrating Slack with WordPress using Uncanny Automator can significantly enhance team collaboration and productivity. By automating updates, task assignments, and communications, you ensure your team stays informed and efficient. We provided step-by-step instructions on setting up the integration and highlighted practical use cases to demonstrate its value. Ready to take your team’s collaboration to the next level? [**Get started with Uncanny Automator today and unlock the full potential of your WordPress site.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect Shopify to WordPress](https://automatorplugin.com/connect-shopify-to-wordpress/) **Published:** May 30, 2024 **Author:** Brendan Da Costa **Content:** *Integrate Shopify with WordPress using Uncanny Automator to enhance your ecommerce store with immersive courses, exclusive memberships and more.* [![connect-shopify-to-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/05/connect-shopify-to-wordpress-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/05/connect-shopify-to-wordpress-featured-image.jpg) Are you looking for a way to connect [**Shopify**](https://automatorplugin.com/share/shopify/) to WordPress? We certainly hope so! In this post, we’ll show you how to easily and effortlessly connect your Shopify store to your WordPress website. Want to create WordPress users from a Shopify order? How about enrolling Shopify customers in [**LearnDash**](https://automatorplugin.com/share/learndash) courses? What about registering Shopify customers as members in your content-rich [**MemberPress**](https://automatorplugin.com/share/memberpress) website? Whatever the reason, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can help you create a seamless Shopify and WordPress integration—and we’ll show you how! But that’s enough of an introduction for now. Let’s get started. ## **Introduction** If you’re ready to upgrade your Shopify-powered ecommerce business with the content and community rich features of WordPress, then this is the post you’ve been looking for. In this step-by-step guide, we’ll show you how to integrate Shopify and WordPress with the Uncanny Automator plugin. We’ll be using webhooks to create the integration, but don’t worry—there’s no code required! By the end of this tutorial, you’ll be able to harness the power of WordPress for your Shopify store. Let’s dive in. ## Why Connect [Shopify](https://automatorplugin.com/share/shopify/) to WordPress with [Automator](https://www.automatorplugin.com/pricing) As one of the leading ecommerce and online retail POS systems, [**Shopify**](https://automatorplugin.com/share/shopify/) hardly needs any introduction. If you’ve ever wanted to sell your products online, you can get started with Shopify in just a few minutes. Likewise, WordPress is the most capable and versatile CMS available, putting the content and community building power of the web right at your fingertips. While Shopify and WordPress have limited overlapping functionality, there’s plenty of opportunity to leverage the strengths of one with the other. You just need a way to connect your Shopify store to your WordPress website.Enter [**Uncanny Automator**](https://www.automatorplugin.com/pricing)! [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) As the automation and integration tool of choice for WordPress websites, Automator can easily connect Shopify to WordPress—and much, much more. Do you want to sell memberships on Shopify and manage your content on WordPress? Automator can help you. Is Shopify the storefront for your WordPress-powered LMS? Automator can connect the two together. Maybe Shopify is the ticket counter for your event-centered WordPress website? Automator is your ticketmaster. There are plenty of reasons why Automator is the best option for connecting Shopify and WordPress, but we’ll let Automator’s first-in-class features do the talking: - **Affordability:** Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator is a seriously powerful plugin. But don’t worry. All of that power is packed into a user-friendly click-and-play interface with a learning curve so gentle that it’s barely a mound. - **Versatility:** How many plugins do you know that can function as a workflow automator, app integrator, [**custom fields editor**](https://automatorplugin.com/custom-user-fields-addon/), metadata manager, [**content restrictor**](https://automatorplugin.com/restrict-content-addon/) and, well, you get the idea? We’re willing to bet that this is the first one. However you choose to integrate Shopify and WordPress, Automator has you covered. - **Integrations:** Automator has [**253 integrations**](https://automatorplugin.com/integrations/) with more on the way all of the time. Even if you don’t see a direct integration, Automator has a seamless and user-friendly webhook integration (that we’ll be showing off in this post) so you can connect to the whole web! - **Support:** Unparalleled support has made Automator one of the highest-rated plugins in the WordPress ecosystem. Is there a feature that would make your life easier? Maybe you need some help setting up a time-saving recipe. Whatever your automation and integration needs might be, the Automator support team is never more than a help request away. [**Convinced yet? Get your Automator Pro license today so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## Getting Started: Creating Your First Shopify and WordPress Integration with [Automator Webhooks](https://automatorplugin.com/integration/webhooks/) Now that you have your Automator Pro license, it’s time to create your first Shopify and WordPress integration. Automator works using [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/), i.e., combinations of triggers and actions across two or more integrations. To connect Shopify to WordPress, we’ll be using Automator’s [**Webhooks**](https://automatorplugin.com/knowledge-base/webhook-triggers/) integration. It’s a powerful and versatile tool that allows you to connect your WordPress website to, well, basically the entire internet. But don’t worry. It’s easy to use. Let’s take a look at creating our first Shopify and WordPress integration with an Automator recipe. ### **Creating WordPress Users from Shopify Customers** Whether you’re managing courses, memberships, events or listings, the fundamental building block of any WordPress community is its users. As such, the first Shopify and WordPress integration that we’ll make together will automatically turn our Shopify customers into WordPress users. We’ll send these newest members of our community a password reset link via email so they can jump into the WordPress world that we’ve created for them. Let’s get started. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your new recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Create WordPress Users from Shopify Customers”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Webhooks**. [![webhooks-integration](https://automatorplugin.com/wp-content/uploads/2024/05/webhooks-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/webhooks-integration.png) From the dropdown list that appears, select *Receive data from a webhook*. Automator will present you with a webhook form that contains several fields. **Copy** the *Webhook URL* to your clipboard. [![automator-webhook-url-for-shopify-copy](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-url-for-shopify-copy-1024x450.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-url-for-shopify-copy.png) In a new tab in your browser, navigate to your Shopify Store Admin page and click on **Settings** in the bottom left corner. In the modal that appears, select *Notifications* and click on **Webhooks**. [![shopify-notifications-webhooks](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-notifications-webhooks-1024x801.png)](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-notifications-webhooks.png) In the new modal screen, click **Create webhook**. [![shopify-create-webhook](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-create-webhook-1024x344.png)](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-create-webhook-1024x344.png) In the new modal, select *Customer creation* from the dropdown list in the *Event* field. [![shopify-webhook-trigger-customer-creation](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-webhook-trigger-customer-creation-1024x593.png)](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-webhook-trigger-customer-creation.png) Now **Paste** the webhook URL that you copied to your clipboard from Automator into the *URL* field. [![automator-webhook-url-for-shopify-paste](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-url-for-shopify-paste-1024x576.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-url-for-shopify-paste.png) You can leave the *Webhook API version* unchanged. Once you’re finished, click **Save**. Return to your Automator tab and click **Get samples**. [![automator-webhook-get-samples](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-get-samples.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-get-samples.png) Within sixty (60) seconds, return to your Shopify tab, click the three dots in your new webhook and click **Send test**. [![shopify-webhook-send-test](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-webhook-send-test-1024x366.png)](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-webhook-send-test.png) Return once again to your Automator tab. After a successful test, a modal with the test results will have appeared. We recommend using the fields from the test results. To do so, simply click **Use these fields**. [![connecting-shopify-to-wordpress-with-webhook-test-results](https://automatorplugin.com/wp-content/uploads/2024/05/connecting-shopify-to-wordpress-with-webhook-test-results-1024x735.png)](https://automatorplugin.com/wp-content/uploads/2024/05/connecting-shopify-to-wordpress-with-webhook-test-results-1024x735.png) Review the fields from the test. Once you’re satisfied, click **Save**. Your completed trigger should look like this: [![receive-data-from-a-webhook-trigger-live](https://automatorplugin.com/wp-content/uploads/2024/05/receive-data-from-a-webhook-trigger-live-1024x339.png)](https://automatorplugin.com/wp-content/uploads/2024/05/receive-data-from-a-webhook-trigger-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **Emails**. [![automator integrations emails](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png) From the dropdown list that appears, select *Send an email*. Automator will present you with a form to draft your email. You can fill out these fields with static data by simply manually entering the information. However, we want this information to be populated dynamically. To do so, we’ll use *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To select a token, click on the **Asterisk** in any given field and select the corresponding token. For example, we selected the *Field #2 email* token from our webhook trigger for the *To* field. [![automator-webhook-shopify-email-token](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-shopify-email-token.gif)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-shopify-email-token.gif) (Note: Some Shopify webhook events such as *Order payment* will create more than 250 unique tokens. You can use the search function to quickly find the appropriate token.) You can now fill out the *Subject* field with a combination of static text and dynamic tokens.In the *Body* field, we’re going to send a password reset link to our Shopify customer using the *User password reset link* token. [![automator-user-password-reset-link-token](https://automatorplugin.com/wp-content/uploads/2024/05/automator-user-password-reset-link-token-1024x780.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-user-password-reset-link-token.png) Once you select the token, you will see a modal appear. **This is where we get to create our new WordPress user**. Click **Set user data**. [![automator-password-reset-link-token-set-user-data-modal](https://automatorplugin.com/wp-content/uploads/2024/05/automator-password-reset-link-token-set-user-data-modal.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-password-reset-link-token-set-user-data-modal.png) At the top of the *Actions* panel, you will see two options. Click on **New user**. [![automator-everyone-recipe-new-user](https://automatorplugin.com/wp-content/uploads/2024/05/automator-everyone-recipe-new-user-1024x396.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-everyone-recipe-new-user.png) Automator will present you with a form to set the new user’s data. Fill out these fields with tokens from the Shopify webhook. [![new-wordpress-user-fields-shopify-webhook-tokens](https://automatorplugin.com/wp-content/uploads/2024/05/new-wordpress-user-fields-shopify-webhook-tokens-1024x753.png)](https://automatorplugin.com/wp-content/uploads/2024/05/new-wordpress-user-fields-shopify-webhook-tokens.png) At the bottom of the form, you’ll see a radial with the question “What to do if the user already exists?” Click the radial *Select existing user* and set the *Prioritized field* to *Email* or whichever data point suits your workflows. [![automator-what-to-do-if-the-user-already-exists](https://automatorplugin.com/wp-content/uploads/2024/05/automator-what-to-do-if-the-user-already-exists.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-what-to-do-if-the-user-already-exists.png) Once you’re finished, click **Save**. Return to the draft of your email. Once you’re satisfied with it, you can send a test to an email address of your choice. Simply click **Send test email**. [![automator-send-test-email](https://automatorplugin.com/wp-content/uploads/2024/05/automator-send-test-email-842x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-send-test-email.png) Here’s how our preview looked: [![preview-of-password-reset-email](https://automatorplugin.com/wp-content/uploads/2024/05/preview-of-password-reset-email-1024x986.png)](https://automatorplugin.com/wp-content/uploads/2024/05/preview-of-password-reset-email.png) [**Want to know how we branded our email? Check out this article>>>.**](https://automatorplugin.com/wordpress-email-branding/) Once you’re satisfied with your password reset email notifying your new WordPress user about their account, click **Save**. Your completed action, along with the user selector/creator should look like this: [![send-an-email-to-new-wordpress-user-action-live](https://automatorplugin.com/wp-content/uploads/2024/05/send-an-email-to-new-wordpress-user-action-live-1024x763.png)](https://automatorplugin.com/wp-content/uploads/2024/05/send-an-email-to-new-wordpress-user-action-live.png) **Step 5: Go Live!** You’re just about ready to complete your first Shopify and WordPress integration. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. [![connect-shopify-to-wordpress-customer-to-user-recipe-live](https://automatorplugin.com/wp-content/uploads/2024/05/connect-shopify-to-wordpress-customer-to-user-recipe-live-1024x788.png)](https://automatorplugin.com/wp-content/uploads/2024/05/connect-shopify-to-wordpress-customer-to-user-recipe-live.png) That’s it! Go ahead and test out the integration. Create a new customer in Shopify and watch them show up as a user in WordPress with a personalized email to reset their password. [**Want to sync your Shopify customer database with your WordPress website? Get Automator now>>>.**](https://www.automatorplugin.com/pricing) ## **Advanced Shopify and WordPress Integrations** Now that you’ve created your first Shopify to WordPress integration, it’s time to kick things up a notch. As we mentioned earlier, Automator has [**253 integrations**](https://automatorplugin.com/integrations/), meaning that you can connect Shopify to the entire WordPress ecosystem! Here’s just one example of how you can connect Shopify to WordPress—and so much more! ### Enroll Shopify Customers in [LearnDash](https://automatorplugin.com/share/learndash) Courses Shopify is a great storefront for selling your online courses. [**LearnDash**](https://automatorplugin.com/share/learndash), on the other hand, is the leading LMS for WordPress websites. With Automator, you can easily connect the two to deliver the best elearning experience to your customers. [![connect-shopify-to-wordpress-and-learndash-recipe](https://automatorplugin.com/wp-content/uploads/2024/05/connect-shopify-to-wordpress-and-learndash-recipe-995x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/connect-shopify-to-wordpress-and-learndash-recipe.png) The recipe pictured above takes advantage of some powerful Automator features that will take your integrations to the next level. Don’t worry—they’re user-friendly. Here’s how we created that recipe. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. We’ve named this recipe “Enroll Shopify Customer in LearnDash Course”. **Step 2: Configure Your Trigger(s)** Repeat Step 2 from the previous recipe that we created together. (In Shopify, select whichever webhook trigger best suits your workflows. For example, we selected the *Order payment* event.) **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select *Enroll the user in a course*. [![learndash-action-enroll-the-user-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course-1024x370.png)](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course.png) Because we have set the recipe type to *Everyone*, Automator will need some additional information to know which user(s) to run the recipe on. In the modal that appears, click **Set user data**. You can choose to run the recipe on existing WordPress users only or to create a new one. In our example, not all of our Shopify customers are existing WordPress users. As such, we have selected *New User*. [![automator-everyone-recipe-new-user](https://automatorplugin.com/wp-content/uploads/2024/05/automator-everyone-recipe-new-user-1024x396.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-everyone-recipe-new-user.png) Automator will present you with a user form. Fill out the fields using tokens from the webhook trigger. At the bottom of the form, you’ll see a radial with the question “What to do if the user already exists?” Click the radial *Select existing user* and set the *Prioritized field* to *Email* or whichever data point suits your workflows. (If you choose a field other than *Email*, we recommend selecting a data point that is least likely to be duplicable and most likely to be required by your Shopify customers.) When you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![learndash-action-enroll-the-user-in-a-course-with-user-data](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course-with-user-data-1024x797.png)](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course-live.png) To complete the action, click on the text highlighted in blue. Automator will prompt you to select a course. Select the course you want to enroll your students in. When you’re finished, click **Save**. Your completed action should look like this: [![learndash-action-enroll-the-user-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course-live-1024x802.png)](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course-live.png) **Step 4: Add a Filter(s)** Right now, the recipe would enroll every Shopify customer who placed an order in the LearnDash course that you specified in the action. Needless to say, if you have multiple courses and/or products in your Shopify store, this probably isn’t your intention. Thankfully, we can use Automator’s [*filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/) feature to make this recipe run as it should.To add a filter, hover over the action and click **Filter**. In the modal that appears, select *A token meets a condition*. [![condition-a-token-meets-a-condition](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition-1024x780.png)](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition.png) Another modal will appear where you can define the conditions that the token must satisfy for the action to run. Because Shopify produced so many tokens, there are a few ways to define the conditions. For example, we have selected the {{line\_items/0/name}} token (i.e., the name of the first item in our customer’s order). We then specified that this token must be “Advanced Automation 1”, i.e., the name of the Shopify product that corresponds to our LearnDash course. [![shopify-line-item-name-token-is-advanced-automation-1](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-line-item-name-token-is-advanced-automation-1.gif)](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-line-item-name-token-is-advanced-automation-1.gif) Once you’ve defined the condition, click **Save filter**. Your completed action with a trigger should look something like this: [![learndash-action-enroll-the-user-in-a-course-with-filter](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course-with-filter-898x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/learndash-action-enroll-the-user-in-a-course-with-filter.png) (Note: To accommodate orders with more than one product, you will need to add additional filters. This way, Automator can “scan” the entire order for the Shopify product(s) that correspond to the LearnDash course you specified in the action. If you have added more than one filter, make sure that you select *Any* in the *Actions* panel.) [![automator-multiple-filters-run-if-any-conditions-are-met](https://automatorplugin.com/wp-content/uploads/2024/05/automator-multiple-filters-run-if-any-conditions-are-met-1024x650.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-multiple-filters-run-if-any-conditions-are-met.png) (Note: If you don’t want to add too many filters, you can limit the number of items in a cart at checkout. To do so, from your Shopify Store Admin, navigate to *Settings* > *Checkout* and scroll down to *Checkout rules*. You may need to install an app.) **Step 5: Go Live!** You’re just about ready to pair Shopify with the most powerful LMS for WordPress. All you have to do is toggle the recipe from *Draft* to *Live*. [**Are you ready to boost your elearning game with Shopify? Get Automator now>>>.**](https://www.automatorplugin.com/pricing) But why stop there… ### **Turn Shopify Customers Into WordPress Members** Memberships are a great way to create a community around your ecommerce platform. Whether you’re selling access to exclusive content, restricted areas or special offers, membership plugins like [**MemberPress**](https://automatorplugin.com/share/memberpress) make community building and management that much easier. [![shopify-wordpress-integration-memberships](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-wordpress-integration-memberships-1024x946.png)](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-wordpress-integration-memberships.png) Similar to selling access to your courses, Automator can connect your WordPress-powered membership website to your Shopify store. As in the recipe pictured above, just swap out an LMS integration for a membership one. [**Want to turn your Shopify customers into loyal members? Get Automator now>>>.**](https://www.automatorplugin.com/pricing) ### **Register Shopify Customers for WordPress Events** Few ecommerce products or services create a sense of community quite like events. Whether it’s virtual get-togethers or in-person meetups, plugins like [**The Event**](https://automatorplugin.com/share/the-events-calendar)**[s](https://automatorplugin.com/share/the-events-calendar)**[ **Calendar**](https://automatorplugin.com/share/the-events-calendar) help you bring your customers together. [![shopify-wordpress-integration-event-registration](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-wordpress-integration-event-registration-1024x1014.png)](https://automatorplugin.com/wp-content/uploads/2024/05/shopify-wordpress-integration-event-registration.png) Managing your events is easiest with a CMS like WordPress. And when you pair that community and content management power with the ecommerce simplicity of Shopify, you can sell tickets, memorabilia, paraphernalia and more with ease. [**Ready to bring your Shopify customers together? Grab your Automator Pro license>>>.**](https://www.automatorplugin.com/pricing) ## **Frequently Asked Questions** **Is it possible to connect Shopify to WordPress?** Yes, with Uncanny Automator, you can connect Shopify to WordPress using webhooks, enabling seamless integration between the two platforms. **What are the benefits of integrating Shopify with WordPress?** Integrating Shopify with WordPress enhances your ecommerce capabilities by combining the strengths of both platforms. WordPress gives you unparalleled content management tools while Shopify provides you with a streamlined ecommerce solution. ****Can I customize the automations between Shopify and WordPress?**** Absolutely! In addition to an exhaustive [library of triggers and actions](https://automatorplugin.com/all-triggers-and-actions/), Uncanny Automator offers extensive customization options (such as tokens and filters), allowing you to tailor automations to your specific needs. **Is coding required to integrate Shopify with WordPress?** No coding is required. Uncanny Automator’s user-friendly, click-and-play interface makes it easy for anyone to set up integrations in just minutes. ****What other platforms can I integrate with Shopify and WordPress using Uncanny Automator?**** Uncanny Automator supports integrations with numerous platforms including WooCommerce, WPForms, Slack, ClickUp, Instagram and more. ## **Conclusion** In this article, we explored the seamless process of integration Shopify with WordPress using Uncanny Automator. By following this step-by-step guide, you have acquired the tools and knowledge you need to harness the power of WordPress for your Shopify store. Whether you’re creating WordPress users from Shopify customers, enrolling them in courses or registering them for events, Automator simplifies the process with its user-friendly, no-code interface. Ready to enhance your ecommerce capabilities? [**Grab your Automator Pro license and upgrade your ecommerce game>>>.**](https://www.automatorplugin.com/pricing) Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Brand your WordPress Emails](https://automatorplugin.com/wordpress-email-branding/) **Published:** June 19, 2020 **Author:** Mark Chaves **Content:** Want to upgrade your WordPress admin emails? Tired of sending generic transactional emails to your **WooCommerce** or **EDD** customers? You’ve come to the right page! In this article, we’ll demonstrate the benefits of using HTML emails over plain text to help craft your brand. This includes peeling back the covers to see how emails work in WordPress—don’t worry, it’s not nearly as complicated as you might think. Next, we’ll dive into one method for transforming a default WordPress email into a branded, professional email. We’ll be using the [**WP HTML Mail**](https://wordpress.org/plugins/wp-html-mail/) plugin to style and brand our [**Uncanny Automator**](https://automatorplugin.com/pricing/) emails. Want a sneak peek at the awesome new account notification email that we built? [![new-account-notification-email](https://automatorplugin.com/wp-content/uploads/2020/06/new-account-notification-email-1024x956.png)](https://automatorplugin.com/wp-content/uploads/2020/06/new-account-notification-email.png) Lastly, we’ll round things up with a look at some of the other tools out there to help you. But that’s enough monologuing for now. Let’s get into the good stuff. ## **Why Branded WordPress Emails Matter** According to a [Zendesk study](https://www.entrepreneur.com/article/325218), 87% of the people surveyed thought brand consistency was important. This means your transactional emails should look just as good as your website does. Your emails are an extension of your brand. Thankfully, whether or not you believe it, you already have a brand! Your brand is how the world views you. How you shape your brand and what you do with it is the critical thing. So, defining your brand (who and what you are) and building [brand awareness](https://blog.hubspot.com/marketing/brand-awareness) (how people find out about you) is vital to the success of your business. But what makes a brand so special? One way that makes a brand special is its ability to reach into people’s core values more than anything that you can buy off the shelf or the internet. We can physically touch products and company offices. However, we can’t grasp a brand with our hands. Because products will come and go, a powerful [brand name can outlast products](https://www.forbes.com/sites/marketshare/2012/05/27/why-brand-building-is-important/?sh=586400403006). A brand has the power to go beyond a material thing. According to [Coschedule](https://coschedule.com/marketing-terms-definitions/brand-identity/), a brand should have these traits: - Evokes a feeling. - Delivers a promise. - Cultivates a relationship. - Provides a unique value. By now, you should understand what a brand is and how it plays a pivotal role in any business. Your next question might be, “Should I care about making my emails look good?” As Canva puts it, you want your [emails to stand out](https://www.canva.com/learn/personal-branding/) and grab the audience’s attention. We definitely want people to open and read our emails. However, there’s a subtle point lurking here. It’s something that codifies a stronger and more meaningful connection. It’s the glue that binds the styling of emails with branding. And that something is consistency. When it comes to our audience, [brand consistency](https://www.pammarketingnut.com/2014/05/personal-branding-strategy-social-media-marketing-white-paper/) ranks astonishingly high in their minds. ## **How WordPress Emails Work** If you check the WordPress documentation, you’ll see that WordPress will send an email for [25 different scenarios](https://developer.wordpress.org/reference/functions/wp_mail/#related). For example, email notifications go out when there’s a new user registration, an admin password change, or a new post comment. Each specific scenario triggers a PHP function to construct an appropriate email message based on the context. This includes providing the *From* and the *To* email addresses, the subject line, and the email body. Each of these email attributes can be different depending on the scenario. When there’s new user registration, for instance, the from email address defaults to the Administration Email Address in the site’s General Settings, the to email address is set to the new user’s email address, the subject line includes the phrase New User Registration, and the body contains login details. One gotcha is that the email sender’s name will be WordPress if there is no name set in the sender’s user profile. To make sure that never happens, make sure your sender’s profile is completely filled out with your brand information. ### **The wp\_mail() function** When the email is ready to go, the [wp\_mail()](https://developer.wordpress.org/reference/functions/wp_mail/) function goes into action. The wp\_mail() function, in turn, uses PHPMailer and SMTP utilities to perform the nitty-gritty of sending the email. By default, wp\_mail() sends plain text emails. Here’s what a new user notification looks like. [![default-new-user-notification](https://automatorplugin.com/wp-content/uploads/2020/06/default-new-user-notification-1024x644.png)](https://automatorplugin.com/wp-content/uploads/2020/06/default-new-user-notification.png) It’s a start. But, we can do better to get it to the level of professionalism that your brand deserves. As you can see, it turns out that WordPress has done the heavy lifting for us (as a good framework should). And better yet, WordPress gives us the hooks we need to customize our emails as much as we want. This is a game-changer because we’re not stuck with sending only plain text emails that have “no style.” So let’s design our first HTML email! ## Brand Your Emails with [WP HTML Mail](https://wordpress.org/plugins/wp-html-mail/) Remember that email we showed you at the beginning of this article? What if we told you that you could create a branded email just like that one for your business in a few short steps? Well, you can! Here’s how. **Step 1: Download and Activate WP HTML Mail** From your WordPress Admin Dashboard, download and activate the WP HTML Mail plugin. [![download-wp-html-mail-plugin](https://automatorplugin.com/wp-content/uploads/2020/06/download-wp-html-mail-plugin-1024x495.png)](https://automatorplugin.com/wp-content/uploads/2020/06/download-wp-html-mail-plugin.png) With the WP HTML Mail plugin activated, navigate to *Settings* > *Email template*. This is where you can edit the template for your WordPress emails. **Step 2: Select a Template** You can either build your email from scratch or select from one of the existing templates by clicking **Browse our template library**. To save time, we have selected a template. [![wp-html-mail-plugin-templates](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-plugin-templates-1024x888.png)](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-plugin-templates.png) **Step 3: Edit Your Template** This is where you get to let your imagination (and brand) run wild! Change the email container, header, header image (logo), footer, font and colors to match your brand identity. Start by editing the **Email container**. We set the background color to #323232. [![wp-html-mail-email-container](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-email-container-1024x427.png)](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-email-container.png) Next, you can edit the **Email header**. WP HTML Mail gives you several header options; we chose the option that only displays an image and set the background color to match our brand. [![wp-html-mail-header-options](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-header-options-1024x494.png)](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-header-options.png) Once you’re happy with the header, you can edit the **Email content**. We set the background color to #ffffff (i.e., white). Next, we set the Headline, Subheadline and Content font to “Helvetica”. Finally, for Link Styling, we chose #03018C. [![wp-hmtl-mail-email-content](https://automatorplugin.com/wp-content/uploads/2020/06/wp-hmtl-mail-email-content-1024x487.png)](https://automatorplugin.com/wp-content/uploads/2020/06/wp-hmtl-mail-email-content.png) Now you’re ready to edit the **Email footer**. Once again, we set the background color to match our brand. However, the real magic happened with the html that we added. ``` your company/address information here Contact support ``` Replace “your company/address information here” and “your support hyperlink here” with your own information. **Step 4: Save, Preview and Test** Once you’re finished branding your email, click **Save and Preview**. [![save-and-preview-wp-html-mail](https://automatorplugin.com/wp-content/uploads/2020/06/save-and-preview-wp-html-mail-1024x628.png)](https://automatorplugin.com/wp-content/uploads/2020/06/save-and-preview-wp-html-mail.png) WP HTML Mail gives you the option to send a test email to an address of your choice. After saving your email template, scroll down to see a preview and send the test email. [![wp-html-mail-sample-email](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-sample-email-1024x927.png)](https://automatorplugin.com/wp-content/uploads/2020/06/wp-html-mail-sample-email.png) If you’re happy with the way your test email turned out, move on to the next step. **Step 5: Choose Your Plugin Emails** Now that your email template is all ready to go, you can decide which plugins will use your new, branded emails. Navigate to the **Plugin emails** tab and select which plugin(s) will use your branded emails. WP HTML Mail already supports **WooCommerce**, **WPForms** and **Easy Digital Downloads** amongst others. But for everything else, you’ll want **Uncanny Automator**. ## Send HTML Emails with [Uncanny Automator](https://automatorplugin.com/pricing/) On its own, [**Uncanny Automator**](https://automatorplugin.com/pricing/) is the #1 automation and integration tool for WordPress websites. But, paired with WP HTML Mail, it can also be your #1 marketing automation tool. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Using simple combinations of triggers and actions called recipes, you can automate just about any workflow you can think of. Want to send branded emails to your **LearnDash** students upon course completion? How about sending personalized email offers to your **Woo** customers? Ever wanted to initiate a drip campaign at the click of a button? You can do it all with Automator! [**Get an Automator Pro license today so you can take control your brand!>>>**](https://automatorplugin.com/pricing/) ## **Automated HTML Emails for LearnDash** Want to know how we sent off that snazzy email that we showed you at the beginning of this post? Follow the steps below to find out! **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “LearnDash Course Enrollment Email”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select *A user is enrolled in a course*. [![learndash-trigger-a-user-is-enrolled-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/02/learndash-trigger-a-user-is-enrolled-in-a-course-1024x505.png)](https://automatorplugin.com/wp-content/uploads/2024/02/learndash-trigger-a-user-is-enrolled-in-a-course.png) Automator will prompt you to select a course. We have chosen *Any course* because we will use *tokens* later on to personalize the email. Once you’ve selected the course, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Emails**. [![automator integrations emails](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png) From the dropdown list that appears, select *Send an email*. Automator will present you with an email form. You can fill out this form using *tokens* (dynamic data pulled from your WordPress website and from within recipes). To select a token, click the **Asterisk**. For example, in the *To* field, we selected the *User email* token so that Automator will dynamically populate this field and send the email to whichever user enrolled in a course. [![automator-user-email-token](https://automatorplugin.com/wp-content/uploads/2020/06/automator-user-email-token.png)](https://automatorplugin.com/wp-content/uploads/2020/06/automator-user-email-token.png) Fill out the remaining fields, including the *Subject* and *Body* field. You can use as many or as few tokens as you would like. When you’re finished drafting your email body, click **Send test email**. [![automator-send-test-email](https://automatorplugin.com/wp-content/uploads/2020/06/automator-send-test-email-698x1024.png)](https://automatorplugin.com/wp-content/uploads/2020/06/automator-send-test-email.png) Automator will prompt you to enter an email address. Enter an address and click **Send** then check your mailbox—you’ve got (branded) mail! [![learndash-course-enrollment-email-test](https://automatorplugin.com/wp-content/uploads/2020/06/learndash-course-enrollment-email-test-1024x956.png)](https://automatorplugin.com/wp-content/uploads/2020/06/learndash-course-enrollment-email-test.png) Notice how the email has adopted the html formatting from our template! If you’re happy with your test email, return to the recipe editor. **Step 5: Go Live!** You’re just about ready to take command of your WordPress emails. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![learndash-course-enrollment-email-live](https://automatorplugin.com/wp-content/uploads/2020/06/learndash-course-enrollment-email-live-1024x604.png)](https://automatorplugin.com/wp-content/uploads/2020/06/learndash-course-enrollment-email-live.png) Now, whenever a user registers for one of our courses, they’ll get an email that looks just like the one we showed you at the very beginning. ## **Other Tools** WP HTML Mail is a good fit for styling Automator emails because it provides a template without altering the actual email message body. This is a good thing. We want to personalize Automator notifications directly inside the recipe and only call in a plugin to style the rest (e.g., the sender, email container, header, and footer). [**Email Templates**](https://wordpress.org/plugins/email-templates/) is another option, and it’s similar to WP HTML Mail. There are a couple of noticeable differences between the two: 1. The Email Templates plugin is accessed through the WordPress Customizer. This can be good or bad, depending on how much you like working through the Customizer. 2. WP HTML Mail supports the importing and exporting of email templates. Email Templates does not. WP HTML Mail’s import/export feature is extremely useful for making a quick backup or for taking your template to another site. A word of caution: There are plugins in the WordPress.org directory like [Better Notifications for WP](https://wordpress.org/plugins/bnfw/) that allow you to customize the individual WordPress email notifications. However, the primary purpose of these plugins is for overriding the message body, and they don’t provide template support. ## **Conclusion** Your brand is how the world sees you and gets to know you. Your brand is your promise to your customers. Brand consistency is your promise to your brand. In this article, we learned how easy it is to harness the power of WordPress to propel your emails from blah to exquisite. We saw how tools like Uncanny Automator take advantage of WordPress’s built-in email system so you can deliver your message in your style and brand. Now it’s your turn to share your voice, purpose, and professionalism through your new branded emails. ![author avatar](https://secure.gravatar.com/avatar/e237c2d23fd717ca792f0c6a76d0aacedec4a336efb6aa65cfabf1db5fac6f6f?s=300&d=mm&r=g) Mark Chaves Mark slung code for Fortune 500 companies in a previous life. Now he's a freelance photographer, writer, and web developer based in Bali, Indonesia. [See Full Bio](https://automatorplugin.com/author/mark/) [ ](https://automatorplugin.com/author/mark/) **Categories:** Best Practices --- ### [The Best Transactional Email Service Providers for WordPress](https://automatorplugin.com/the-best-transactional-email-service-providers-for-wordpress/) **Published:** October 25, 2023 **Author:** Brendan Da Costa **Content:** *No spam, no junk, no bounces! These are the best transactional email service providers for WordPress users. Send fast and reliable transactional emails with these best-in-class plugins and Uncanny Automator.* [![best-transactional-email-service-providers-for-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2023/10/best-transactional-email-service-providers-for-wordpress-featured-image-1.png)](https://automatorplugin.com/wp-content/uploads/2023/10/best-transactional-email-service-providers-for-wordpress-featured-image-1.png) Have your WordPress emails been landing in your customers’ spam folder? Maybe some of your customers never even received their order confirmation email to begin with. Or, perhaps, you’ve just discovered that the reason your shoppers haven’t been leaving you rave reviews is because your follow-up emails have disappeared into the vastness of cyberspace. If any of that sounds (frustratingly) familiar, then you’ve landed on the right page! In this article, we’ll go over some of the reasons why your transactional emails might not be reaching their final destination. Next, we’ll cover the best transactional email service providers that ensure deliverability and even show you how [**Uncanny Automator**](https://automatorplugin.com/blog/) can improve your email open rates and even boost conversions! Let’s get to it! ## **What Are Transactional Emails?** Before we delve into the details, let’s start with some definitions. Transactional emails are the emails that are triggered by a specific action or event on your website. They are an essential medium of communication for any successful WordPress business. WordPress site owners and developers will recognize common transactional emails such as *new order emails*, *processing order emails* and *password reset emails* amongst others. Unlike promotional emails and email marketing campaigns, which are sent to a large group of subscribers, transactional emails are highly targeted and personalized. They are crucial for providing customers with important information and updates about their orders/accounts. Additionally, they help you and your customers maintain a record and build trust and loyalty for your brand. For WordPress site owners and developers, it is important to have a reliable system in place for sending transactional emails. In the next section, we’ll talk about why that’s the case and how your transactional emails can help you improve your bottom line. ## **The Importance of Transactional Emails for WordPress** Transactional emails are not just a formality for WordPress businesses. They play a crucial role in the overall customer experience and can directly impact your bottom line. Here are some reasons why transactional emails are important for every WordPress business. #### **1. Provide Information to Customers** As mentioned earlier, transactional emails are triggered by specific actions or events, such as a purchase confirmation or shipping update. These emails provide customers with important information about their orders, such as order details and tracking numbers. This helps to keep customers informed and reduces the number of inquiries and complaints about their orders. #### **2. Create a Record** Transactional emails serve as a record for you and your customers to refer back to in case of any discrepancies, miscommunications or mishaps. These emails play a crucial role in maintaining a clear and reliable channel of communication between you and your customers, ensuring that both parties can easily access vital information whenever required. #### **3. Build Trust and Loyalty** Transactional emails are highly targeted and personalized, making them a great opportunity to build trust and loyalty with your customers. By providing them with timely and relevant information, you are showing that you value their business and are committed to providing a positive customer experience. This can lead to repeat purchases and positive word-of-mouth recommendations. In addition, these emails also provide an opportunity to reinforce your brand identity. By ensuring that your transactional emails are consistent with your brand’s look and feel, you can create a cohesive and memorable brand experience for your customers. This can help to increase brand recognition and loyalty, leading to higher customer retention rates. #### **4. Upsell and Cross-sell Opportunities** WooCommerce businesses can also use transactional emails as a marketing tool to upsell and cross-sell products to customers. For example, a shipping notification email can include a section showcasing related products or a discount code for their next purchase. This can help to increase sales and customer lifetime value. Furthermore, you can use these emails to promote other aspects of your business, such as your loyalty program or upcoming sales events. By integrating marketing messages into your transactional emails, you can leverage these communications to drive additional revenue and engagement from your customers. #### **5. Reduce Customer Support Tickets** Savvy WordPress business owners can use transactional emails to provide customers with additional information about their products, services and support. Including information such as return policies, sales terms, customer support contact details, and more can not only enhance the customer experience but also reduces the burden on your customer service team. ## **Why Aren’t My Transactional Emails Reaching My Customers?** That’s the million dollar EBITDA question, isn’t it? In all likelihood, if you aren’t already using a dedicated email plugin, the reason that your transactional emails have been circling the cyberspace equivalent of a blackhole is simple: **rate-limiting**. Your WordPress web host is focused on “housing” your website. You wouldn’t want your real estate agent delivering your mail, now would you? Even the very best WordPress website hosting services such as [**WPEngine**](https://automatorplugin.com/share/wpengine) and DreamHost, will **limit the number, size and frequency of emails you can send**. That’s why you need a dedicated email plugin to ensure deliverability in a timely manner. In the next section, we’ll introduce you to the very best email service providers for WordPress so that your emails never end up in the spam folder. ## **Top 6 Transactional Email Service Providers for WordPress** Now that we know why it’s so important to have a dedicated transactional email service provider, let’s take a look at the top options for WordPress users. ## 1. [SendLayer](https://automatorplugin.com/share/sendlayer/) [![sendlayer-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/sendlayer-homepage-1024x543.png)](https://automatorplugin.com/wp-content/uploads/2023/10/sendlayer-homepage.png) If you’re looking for a no-hassle, out-of-the-box email service provider, you won’t find a better option than **SendLayer**. The team over at Awesome Motive (the same small business developers behind familiar WordPress names such as [**WPForms**](https://automatorplugin.com/share/wpforms), [**OptinMonster**](https://automatorplugin.com/share/optinmonster/) and [**RafflePress**](https://automatorplugin.com/share/rafflepress/)) built this powerful email service provider with growing businesses in mind. Promising high deliverability with low maintenance, SendLayer comes equipped with all of the tools you’ll need to get your mail where it needs to go. Whether you’re a small business or a large enterprise, SendLayer provides the resources and support needed to boost your email communications and deliver impactful, targeted messages to your subscribers. ### **Why Choose SendLayer?** In the simplest terms? Because it’s awesome! Both experienced WordPress developers and site owners will appreciate that SendLayer takes care of the technical side of email deliverability. From an SMTP or API relay at its core to GDPR compliance and impeccable security, SendLayer handles the physics of cyberspace so you can spend more time writing your emails and interacting with your customers. Email marketers, in particular, will appreciate SendLayer’s email analytics, open and click tracking, and detailed logs features. ### **Pricing** As we mentioned earlier, SendLayer is the best option for growing businesses. SendLayer plans start at just **$5/month for 1,000 emails** and all of the features that you’ll need to guarantee deliverability. Large enterprises and site developers can even **create custom, premium plans** with SendLayer’s Scale tier. ## 2. [Brevo](https://automatorplugin.com/share/brevo/) formerly [Sendinblue](https://automatorplugin.com/share/brevo/) [![](https://automatorplugin.com/wp-content/uploads/2023/10/brevo-homepage-1024x475.png)](https://automatorplugin.com/wp-content/uploads/2023/10/brevo-homepage.png) [**Brevo**](https://automatorplugin.com/share/brevo/) started out as a newsletter and transactional email platform. However, in the years since its inception, it has grown into a popular email marketing and automation platform that even offers SMS services. As a user-friendly platform with a dedicated WordPress plugin, Brevo is suitable for both beginners and advanced users alike. ### **Why Choose Brevo?** There are tons of reasons to choose Brevo, but here are just a few: email analytics (open rates, click-through rates, and bounce rates), customizable email templates, drag-and-drop builder and A/B testing. Brevo is a great choice for WordPress businesses that want a reliable transactional email platform as well as a comprehensive email marketing solution. Its user-friendly interface, advanced features, and competitive pricing make it a popular choice among businesses of all sizes. Moreover, its dedicated WordPress plugin makes it easy to integrate with your website, allowing you to start sending transactional emails quickly and easily. ### **Pricing** Send up to 300 emails/day with [**Brevo’s FREE forever**](https://automatorplugin.com/share/brevo/) plan. Alternatively, you can send up to 20,000 emails/month for just $27/month with no daily limit so you can handle the Black Friday rush. Check out [**Brevo’s full pricing schedule**](https://automatorplugin.com/share/brevo/). ## 3. [Mailgun](https://automatorplugin.com/share/mailgun/) [![mailgun-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/mailgun-homepage-1024x593.png)](https://automatorplugin.com/wp-content/uploads/2023/10/mailgun-homepage.png) [**Mailgun**](https://www.mailgun.com/) is a popular transactional email service provider that is most popular amongst WordPress developers. As one of the more versatile email service providers, Mailgun is highly-scalable for growing businesses and consistently maintains some of the best deliverability rates. As a developer-friendly platform, Mailgun has tons of advanced features and tools for managing transactional emails. A dedicated WordPress plugin also means that Mailgun is accessible for WordPress site owners who want to take greater control of their channels of communication. ### **Why Choose Mailgun?** Mailgun is a great choice for businesses that need a robust and reliable transactional email service. Its high deliverability rates and developer-focused features make it a no-brainer for advanced WordPress users. Developers, in particular, will appreciate that Mailgun builds everything from the API floor up, while businesses will appreciate features such as inbound routing and advanced analytics. ### **Pricing** Mailgun offers a [**FREE one-month trial**](https://www.mailgun.com/). For $0, you’ll get access to 24/7 support and 5,000 emails (plus $1/1,000 emails after that). Check out [**Mailgun’s full pricing schedule here**](https://www.mailgun.com/pricing/). ## 4. [SendGrid](https://automatorplugin.com/share/sendgrid/) by Twilio [![sendgrid-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/sendgrid-homepage-1024x516.png)](https://automatorplugin.com/wp-content/uploads/2023/10/sendgrid-homepage.png) If a full-suite of transactional communications is what you’re after, then look no further than [**SendGrid**](https://sendgrid.com/). As a subsidiary of Twilio, the popular API-based SMS platform, SendGrid is among the more powerful transactional email service providers. Of course, SendGrid offers high deliverability rates for your transactional emails but you’ll have the ability to expand your communication channels to include text, WhatsApp and even video. ### **Why Choose SendGrid?** For WordPress site owners and developers who need more than just transactional emails, it’s hard to pick a better-suited email service provider than SendGrid. SendGrid has all of the standard features, such as deliverability optimization and email validation, that you’d want in an email service provider. But it’s the ability to open to new channels of communication with your customers that really sets SendGrid apart. ### **Pricing** SendGrid offers two tiers of pricing for its email API plans; one for developers and another one for marketers. Both offer generous **FREE forever** plans but big WordPress businesses can get started at just $19.95/month for 50,000 emails! Check out [**SendGrid’s full pricing schedule**](https://sendgrid.com/pricing/). ## 5. [Amazon SES](https://automatorplugin.com/share/amazonses/) [![amazon-ses-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/amazon-ses-homepage-1024x600.png)](https://automatorplugin.com/wp-content/uploads/2023/10/amazon-ses-homepage.png) With [**Amazon SES**](https://aws.amazon.com/ses/), the name says it all—simple email service. Amazon SES is the no-nonsense, all business email service provider on this list. It’s easily the most scalable, absolutely reliable and powerful enough for developers and WordPress site owners alike. With flexible deployment options (including the ability to bring your own IP address) and a mailbox simulator, you can detect potential deliverability issues before they arise. ### **Why Choose Amazon SES?** With rare exceptions, Amazon SES will be the most economical option for WordPress users and developers. Because you only pay as you go with Amazon SES, you can rest assured that your email deliverability costs will not run ahead of your revenues. Additionally, Amazon SES offers dedicated, shared, or even personalized IP addresses to suit your specific needs. Marketers without programming experience will also love user-friendly features such as a reputation dashboard and mailbox simulator. ### **Pricing** Unlike other options on this list, Amazon SES doesn’t have a fixed pricing schedule. This is for your convenience, to maximize economy and guarantee affordability. You can check out [**Amazon SES’ pricing guidelines here**](https://aws.amazon.com/ses/pricing/). After that, be sure to check out the [**Amazon SES pricing calculator**](https://calculator.aws/#/addService/SES) to get an estimate of what your costs might be. ## 6. [Mailjet](https://automatorplugin.com/share/mailjet/) [![mailjet-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/mailjet-homepage-1024x521.png)](https://automatorplugin.com/wp-content/uploads/2023/10/mailjet-homepage.png) [**Mailjet**](https://www.mailjet.com/) is a scalable, boutique email service provider that empowers WordPress businesses to deliver important and impactful emails to their customers with ease. With a robust set of features, including customizable templates, marketing automation, and in-depth analytics, Mailjet helps you engage your audience and boost your email deliverability. Whether you’re a small startup or a large enterprise, Mailjet’s versatile and user-friendly solutions are designed to meet your email communications needs. ### **Why Choose Mailjet?** Mailjet is a great choice for WordPress businesses that need a comprehensive, customizable transactional email solution in addition to an email marketing platform. Its user-friendly interface, advanced features, and competitive pricing make it a popular choice among businesses of all sizes. Moreover, with a dedicated WordPress plugin, you’ll be able to integrate Mailjet with your website with ease. ### **Pricing** Just because Mailjet is more of a boutique option, doesn’t mean that it is an expensive one. Quite the contrary. Mailjet’s [**FREE forever plan**](https://www.mailjet.com/pricing/) gives you 6,000 emails/month (200/day) and an **unlimited number of contacts**. The “pay as you grow” model then starts at a mere **$15/month with 15,000 emails and no daily sending limit** so your Boxing Day Sale transaction emails won’t cap out. Alternatively, you can grow your business with a custom plan, tailored to your exact needs. Check out [**Mailjet’s full pricing schedule**](https://www.mailjet.com/pricing/) or [**request a quote for your bespoke needs here**](https://hello.mailjet.com/en-demo/?_ga=2.33098878.1721492269.1698161072-1897147283.1698161072). ## **My Transactional Emails Still Aren’t Reaching My Customers** If you’ve gotten a dedicated email service provider and your emails still are not getting to your customers’ inbox, don’t panic. There are any number of (simple) reasons why your transactional emails might still be landing in the junk box. Let’s take a quick look at some of the simplest (but most often overlooked) reasons why your emails aren’t reaching their target, even after you’ve gotten a dedicated email service provider. - **Invalid Email Addresses** When customers provide incorrect or invalid email addresses, your emails will fail to reach them. To tackle this issue, you can incorporate email validation during the registration and/or checkout process and encourage customers to verify their email addresses. - **Email Settings** From your WordPress Admin account, ensure that you have the right settings for your transactional emails. If you’re using an ecommerce platform like WooCommerce, simply navigate to WooCommerce > Settings > Emails from your WordPress Admin Sidebar and click Manage next to each type of email. - **Content** Review the content of your emails to ensure they don’t violate the email content guidelines of your host, CRM, or email service provider. Including too many links or suspicious links (i.e., links that are not associated with your domain) and large files like JS files may also cause your email service provider to flag the content. - **Compliance** Ensure that you comply with email marketing regulations such as the CAN-SPAM Act and GDPR, depending on your target audience. Most CRMs and email service providers make this easy to do, so you shouldn’t have to get a law degree to resolve this issue. - **Low Sender Reputation** Your sender reputation plays a crucial role in email deliverability. To improve your sender reputation: remove invalid and/or inactive email addresses from your list and use double opt-in to confirm email subscriptions. - **Email Domain** Your email’s domain (i.e., the part of the email address that comes after “@”) should match your website’s domain. For example, if your website is “www.website.com” then the email address from which you send your website’s emails should have the same domain, “@website.com”. Mismatched website and email domains are likely to get the attention of your email service provider and land your mail in the spam folder. - **Sender and Receiver Emails** Your sender and receiver emails should not be the same. For example, if you send your website’s emails from “johndoe@website.com”, you should not also receive emails with this address. Most websites receive emails through their “support” handle unless they are going to a specific individual within the organization. ## Run Your Email Campaigns with [Uncanny Automator](https://automatorplugin.com/pricing) Now that you have a dedicated email service provider, you can send out important email blasts to all of your contacts with absolute confidence. However, managing those emails at scale and getting them to fit into your existing website infrastructure and workflows is the next challenge you’ll face. This is where a plugin like [**Uncanny Automator**](https://automatorplugin.com/pricing) steps in. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Uncanny Automator is the #1 automation and integration plugin for WordPress users and developers. With a simple click-and-select interface, you can create combinations of triggers and actions to automate repetitive tasks and connect all of your apps and plugins. When it comes to sending transactional WordPress emails, Automator offers unprecedented levels of flexibility. With powerful features such as *user loops* (i.e., the ability to perform actions on users in bulk) and [**253** **integrations**](https://automatorplugin.com/integrations/), there is no limit to the number of ways you can reach out to your customers. ![](https://automatorplugin.com/wp-content/uploads/2023/10/woocommerce-coupon-code-email-blast-recipe-automator-632x1024.png) In the Automator recipe pictured above, for example, we’re able to generate and email unique [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) coupon codes to all of our WordPress users. We can further segment our contacts based on their [**LearnDash**](https://automatorplugin.com/share/learndash) course completion, offering exclusive discounts to each subset of users. Get the help you need to manage your transactional WordPress emails. [**Try Uncanny Automator, risk-free for 14-days**](https://automatorplugin.com/pricing). ## **Conclusion** As promised: no spam, no junk, no bounces! Just reliable transactional emails for WordPress. Whichever email service provider you choose—unless you decide to get a carrier pigeon— remember to [**grab your Automator license**](https://automatorplugin.com/pricing) to help navigate cyberspace and land your emails safely into your customers’ inboxes. We hope we covered everything. In the off-chance that you have any more transactional email questions or want to know more about how Uncanny Automator can help you manage your emails at scale, drop us a line in the comments section below. Until then, happy emailing and automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins **Tags:** amazon ses, brevo, mailgun, mailjet --- ### [New Integrations: SureMembers, AWeber & Code Snippets plus Import/Export](https://automatorplugin.com/new-integrations-suremembers-aweber-code-snippets-plus-import-export/) **Published:** May 21, 2024 **Author:** Ryan Moore **Content:** [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 5.8 is now available, and this update to our free automation plugin for WordPress is full of new features. With 3 new integrations, import/export support, the latest OpenAI model support and more, this release has something for everyone. ### Import and export recipes Long one of our most-requested features, we have built a new system for importing and exporting plugins that is incredibly robust and comprehensive. Build recipes on Staging sites and migrate them to a Live site, have our team send you a sample recipe when you get stuck and need support. The import and export system doesn’t just save triggers and actions; there is full support for conditions, loops, filters, delays, tokens and more. Exporting a recipe couldn’t be easier from the list of all recipes; just hover over a recipe and look for the Export link: [![Export a recipe](https://automatorplugin.com/wp-content/uploads/2024/05/Export-a-recipe.png)](https://automatorplugin.com/wp-content/uploads/2024/05/Export-a-recipe.png) Importing is also straightforward. At the top of the list of all recipes under **Automator > All recipes** in /wp-admin/, there’s a new **Import** button you can use: [![Import a recipe](https://automatorplugin.com/wp-content/uploads/2024/05/Import-a-recipe.png)](https://automatorplugin.com/wp-content/uploads/2024/05/Import-a-recipe.png) We’re really excited about this feature and we hope you find it a valuable addition to your sites. ### New integration: SureMembers We’re thrilled to add support for our second member of the Sure brand family (after [SureCart](https://automatorplugin.com/integration/surecart/)) to Automator’s list of integrations: [SureMembers](https://automatorplugin.com/integration/aweber/). This comprehensive membership platform for WordPress gets the following new triggers and actions: - New trigger: A user is added to an access group - New trigger: A user is removed from an access group - New action: Add the user to a specific access group - New action: Remove the user from an access group Obviously there’s a lot of focus on access groups here, and for good reason. With this new support, you can have purchases add users to groups, trigger onboarding emails and course enrollments when a user is added to a group, remove users from a group when a subscription expires, etc. ### New integration: AWeber A popular email marketing platform, our new [AWeber](https://automatorplugin.com/integration/aweber/) integration adds 3 new actions: - Add a subscriber - Add a tag to a subscriber - Update a subscriber There are lots of use cases here. Maybe on registration a subscriber is added to AWeber, on purchase a tag is added to their profile, and when Xprofile fields are updated in [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) for a user then their AWeber profile is also updated accordingly. ### New integration: Code Snippets The [Code Snippets plugin](https://automatorplugin.com/integration/code-snippets/) is an extremely popular tool for managing snippets of code from inside /wp-admin/. As you might expect, this new integration adds 2 new actions: - Activate a snippet - Deactivate a snippet Perhaps on the last day of the month, a snippet of code that runs a sale is activated, enabled code that discounts prices and changes site branding, and on the first of the month the sale snippet is deactivated. ### New OpenAI GPT-4o model support Since its introduction last week, the new GPT-4o model has been making the headlines for its speed, new capabilities and low price point. We’re thrilled to add this new model as an option to our [OpenAI](https://automatorplugin.com/integration/openai/) “Use a prompt to generate text with the GPT model” action. ### Google Sheets changes Google recently implemented tighter security controls around Google Drive permissions, so our [Google Sheets integration](https://automatorplugin.com/integration/google-sheets/) is being updated to comply. [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 5.8 will take care of migrating your recipes over to the new requirements automatically, but you must still reconnect your account **before August 10th** to continue using Google Sheets in recipes: 1. Go to *Automator > App Integrations > Google Sheets*. 2. Click *Sign in with Google*. 3. Select which files to use with Uncanny Automator. Any files selected here will be available in new Google Sheets actions. ### New tokens While small in number, there were some important additions to existing token sets in this release. There’s a new “Common” token for user registration date, so now it’s easy to include the date users created their WordPress account in your actions. In our [Uncanny Codes](https://automatorplugin.com/integration/uncanny-codes/) integration, there are new tokens to output “remaining codes” and “total codes”. Similarly, the [Uncanny Groups integration](https://automatorplugin.com/integration/uncanny-groups/) gains tokens for “remaining seats” and “total seats”. ### Other updates Aside from the important new features outlined above, our [Slack integration](https://automatorplugin.com/integration/slack/) adds “Bot name” and “Bot icon” as optional fields for actions so that additional branding options are possible. The [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) actions to add and update a contact get a new filter to omit custom fields, and [Pro](https://automatorplugin.com/pricing/) users will see some UI changes to how we show credits in the dashboard. For the full list of changes, make sure to check out the [Uncanny Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [What's New in Uncanny Automator 1.1?](https://automatorplugin.com/wpforms-ninjaforms-and-more-in-automator-1-1/) **Published:** October 10, 2018 **Author:** Ryan Moore **Excerpt:** Get new support for WPForms, Ninja Forms, and new triggers and actions in Uncanny Automator 1.1. Find out more about the latest Automator updates! **Content:** New integrations, triggers, actions, fixes and more! The first update following the launch of Uncanny Automator is a big one, so let’s take a closer look at what made it into the Automator 1.1 release. ### New Integrations: WPForms and Ninja Forms We have 2 new integrations to welcome to Automator! [WPForms](https://automatorplugin.com/integration/wp-forms/) and [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/) have been added to Automator, bringing the total number of supported WordPress plugins up to 16. (We’re still planning to get up to 25 by Christmas!) Both new integrations are popular forms plugins, and in this initial release both are only getting new form submissions as triggers. You’ll have to wait a bit longer for triggers based on form field values, but that’s coming soon to both plugins! Both of the new form triggers are included in the Lite version of Automator, so all license holders can immediately take advantage of these new tools. ### New Triggers and Actions Pro – Basic, Plus, and Elite license owners rejoice; Automator 1.1 includes some fantastic new triggers and actions, including some popular requests from current users. **Send emails to LearnDash Group Leaders:** This action allows you to send emails to a learner’s Group Leader(s). This works much the same way as the existing WordPress Send Email action, except that it’s a LearnDash action and targets a user’s Group Leader(s). **User Submits a form with a specific value:** A new trigger for Contact Form 7, we’ll make this one available for all of our form plugin integrations soon. **Remove user from one or all groups:** This BuddyPress action makes it easy to remove users from BuddyPress groups in your recipes. ### Other Updates Our [Zapier](https://automatorplugin.com/integration/zapier/) integration gets a huge improvement in this release. We added a button to test webhooks without having to make your recipes live! This is going to make setting up a Zapier action far easier and more reliable. [LearnDash](https://automatorplugin.com/integration/learndash/) Mark Course Complete actions now work even if a user isn’t enrolled in a course. Previously our action did require enrollment, but after some convincing arguments for our users about why we should remove that restriction, any course can now be marked as completed for a user. Finally, we now allow developers to add buttons to their trigger and action options panels. That should open up some new opportunities for plugin developers adding their own integrations to Uncanny Automator. And if you don’t have Automator yet, what are you waiting for? With our [money-back guarantee](https://automatorplugin.com/pricing/), there’s no risk in trying out the new triggers and actions on your own site! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [How to Connect WooCommerce to Google Sheets in 5 Easy Steps](https://automatorplugin.com/how-to-connect-woocommerce-to-google-sheets-in-5-easy-steps/) **Published:** January 5, 2024 **Author:** Brendan Da Costa **Content:** *Uncanny Automator is the easiest and most cost-effective way to connect WooCommerce to Google Sheets. Jump in, and we’ll show you how it’s done*! [![connect-woocommerce-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-featured-image.jpg) Are you looking for a way to connect WooCommerce to Google Sheets? Of course you are! That’s how you’ve landed on this page. And lucky you did. In this step-by-step guide, we’ll show you how to create your very own WooCommerce and Google Sheets integration using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). It’s the simplest and most cost-effective way to connect WooCommerce to other WordPress plugins and external web apps. But that’s enough talking. Let’s get right into it! ## **Introduction** In this detailed walkthrough, we’ll take you through the steps of integrating WooCommerce and Google Sheets. We’ll show you the basics of using Uncanny Automator to connect your favorite apps and plugins and give you some tips for creating advanced recipes. By the end of this guide, you’ll be able to: - send WooCommerce order and product details to Google Sheets, - send WooCommerce customer data to Google Sheets, - retroactively send WooCommerce data to Google Sheets, and - have tons of fun in the process! First, let’s take a look at some of the advantages of connecting WooCommerce to Google Sheets. ## Why Connect [WooCommerce](https://automatorplugin.com/share/woocommerce/) to [Google Sheets](https://automatorplugin.com/share/google/) Connecting your WooCommerce store to Google Sheets offers several advantages. Here are just five reasons why this is one integration that you should make part of your regular operations. **1. Real-Time Updates** Integrating WooCommerce with Google Sheets allows you to get updates about your ecommerce business in real-time. Whether you want to keep track of inventory, closely monitor special sales or simply stay on top of the day’s business, this integration can keep you in the loop. **2. Order Tracking and Fulfillment** Connecting WooCommerce to Google Sheets enables you to track and manage your orders more efficiently. Information about new orders, order status, and customer details can be automatically updated in a Google Sheets worksheet, streamlining your fulfillment process and providing a centralized view of order data. **3. Data Analysis and Reporting** Google Sheets is a robust tool for data analysis and reporting. By linking WooCommerce to Google Sheets, you can export sales data, customer information, and other relevant metrics. This integration allows for the creation of customized reports, charts, and graphs, facilitating better insights into sales performance, customer behavior, and other key business metrics. **4. Automating and Streamlining Operations** Integration between WooCommerce and Google Sheets (especially with Uncanny Automator) reduces the risk for error with automation. For instance, you can automatically update product information, prices, and customer details in the Google Sheets, reducing manual data entry and minimizing the risk of errors. This streamlining of processes can save time and resources for your business. **5. Security and Protection** With a WooCommerce and Google Sheets integration, you can create backups of your ecommerce data in the event that your website experiences any unexpected outages. Furthermore, you can reduce the number of people with administrative access to your WordPress website while simultaneously providing them with the information they need to be effective in their roles. We’re pretty sure that you’re sold on the idea of creating a connection between WooCommerce and Google Sheets. Now, you just need to know how. Enter: Uncanny Automator. ## Introduction to [Uncanny Automator](https://automatorplugin.com/pricing) **[Uncanny Automator](https://www.automatorplugin.com/pricing)** is the #1 automation and integration tool for WordPress websites. Using simple, click-and-play combinations of triggers and actions called *recipes*, you can connect all of your favorite apps and plugins. Such as WooCommerce and Google Sheets! [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Most importantly, unlike other integration tools out there, **Automator does not charge per automation**! That means that you can track as many WooCommerce orders in Google Sheets as you want without incurring any additional costs. [**Go ahead and grab your Automator Pro license so you can follow along.>>>**](https://www.automatorplugin.com/pricing) Alternatively, you can [**download the free version of Automator**](https://wordpress.org/plugins/uncanny-automator/) and register your account to receive a limited number of app credits. (Note: **Google Sheets** and other external apps such as [**LinkedIn**](https://automatorplugin.com/share/linkedin-pages/), [**ClickUp**](https://automatorplugin.com/share/clickup/), [**OpenAI**](https://automatorplugin.com/share/openai/) and [**Slack**](https://automatorplugin.com/share/slack/) require app credits unless you have an Automator Pro – Basic or higher license.) ## **Connect WooCommerce to Google Sheets in 5 Steps** Now that you have Uncanny Automator, we can complete our WooCommerce and Google Sheets integration. Over the next five steps, we’ll walk you through a simple example of sending WooCommerce order data to Google Sheets in an order with a single product as pictured in the recipe below. [![connect-woocommerce-to-google-sheets-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-recipe-1-1024x648.png)](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-recipe-1.png) After that, we’ll show you how easy it is to handle more complex orders and integrations with the Automator tools that you’re about to learn how to use. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: we’ve chosen to run this recipe on *Logged-in users* only because we have configured our WooCommerce settings to require login at checkout. If you have configured your WooCommerce settings differently, simply select *Everyone*; it will not make a difference in creating this recipe.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Connect WooCommerce to Google Sheets”. (It’s not very catchy but it gets to the point.) **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WooCommerce**. [![woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png) From the drop-down list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. [![woocommerce-trigger-a-user-completes-an-order-with-a-product](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-trigger-a-user-completes-an-order-with-a-product-1024x485.png)](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-trigger-a-user-completes-an-order-with-a-product.png) Automator will prompt you to select the *Trigger condition* and *Product*. For example, we have selected “pays for” and the product that we want to have tracked in Google Sheets, our “Members Only Swag Pack”. Once you’re finished, click **Save**. Your *Trigger* panel should look something like this: [![woocommerce-trigger-a-user-pays-for-an-order-with-a-product-swag-pack](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-swag-pack-1024x422.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-swag-pack.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** then select **Google Sheets** from the menu of available integrations. [![automator-google-sheets-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png) To connect your Google account, click **Connect account** in the pop-up window that appears. [![automator-connect-google-account-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets.png) Follow the prompts as they appear to complete the connection. Once you’ve connected your Google account, select *Create a row in a Google Sheet* from the drop-down list that appears. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-1024x307.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet.png) In the form that opens up, Automator will prompt you to select the *Drive*, *Spreadsheet*, and specific *Worksheet* where you want to store your WooCommerce sales data. For example, we have a worksheet for each product in our WooCommerce store where we want to store that product’s specific data. [![my-drive-products-swag-pack-worksheet](https://automatorplugin.com/wp-content/uploads/2024/01/my-drive-products-swag-pack-worksheet-1024x634.png)](https://automatorplugin.com/wp-content/uploads/2024/01/my-drive-products-swag-pack-worksheet.png) Next, at the bottom of the form, click **Get columns**. Automator will retrieve the first value in each column on the specified worksheet and return it in the *Column* field. [![google-sheets-get-columns](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-get-columns.gif)](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-get-columns.gif) Next, we’re going to populate the *Value* fields using *tokens* (i.e. dynamic data pulled from your WordPress website and from within recipes). To select a token, click on the **Asterisk** in the field and select the desired token. For example, we have selected the *Current Unix timestamp* token to populate the “Order Date and Time” *Value* field. [![current-unix-timestamp-token](https://automatorplugin.com/wp-content/uploads/2024/01/current-unix-timestamp-token-1024x736.png)](https://automatorplugin.com/wp-content/uploads/2024/01/current-unix-timestamp-token.png) (Note: Automator provides a WooCommerce token for *Order date and time*. However, for our own workflows, we prefer using Unix timestamps. If you’re unfamiliar with the benefits of Unix timestamps, [check out our nifty guide on incorporating them into your workflows](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/).) Fill out the remaining *Value* fields using the tokens that correspond to the *Column* headings. You can even use multiple tokens per field as we have in our “Customer Name” and “Email” *Value* fields. [![google-sheets-value-fields-populated-with-tokens](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-value-fields-populated-with-tokens-1024x792.png)](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-value-fields-populated-with-tokens.png) When you’re finished, click **Save**. Your *Actions* panel should now look like this: [![google-sheets-action-create-a-row-in-a-google-sheet-live](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live-1024x442.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live.png) With your trigger and action all set up, you’re just about ready to connect WooCommerce to Google Sheets. **Step 5: Go Live!** Are you ready to complete the simplest WooCommerce and Google Sheets integration? All you have to do is toggle the recipe from *Draft* to *Live*! [![connect-woocommerce-to-google-sheets-recipe-live](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-recipe-1-live-1024x648.png)](https://automatorplugin.com/wp-content/uploads/2024/01/connect-woocommerce-to-google-sheets-recipe-1-live.png) Congratulations! You’ve just connected WooCommerce to Google Sheets! But this was a pretty simple example. What about more complex orders with multiple products and product quantities? How about tracking WooCommerce order status or membership status? Believe it or not, you already have all of the tools you need to customize your WooCommerce and Google Sheets integration. Let’s take a look. ## **Track WooCommerce Orders in Google She**ets The first recipe that we created simply tracked WooCommerce orders with a specific product and sent that data to a specific product worksheet. Let’s take a look at how Automator can help you keep track of more complex WooCommerce orders in Google Sheets. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** We’ve named this recipe “WooCommerce + Google Sheets Integration: All Orders”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WooCommerce**. From the drop-down list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. Just as before, Automator will prompt you to select the *Trigger condition* and *Product*. Because we want to keep track of all orders, we’ve simply selected “Any product”. When you’re finished, click **Save**. Your *Trigger* panel should look like this: [![woocommerce-trigger-a-user-pays-for-an-order-with-any-product-live](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-trigger-a-user-pays-for-an-order-with-any-product-live-1024x437.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-trigger-a-user-pays-for-an-order-with-any-product-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, from the menu of available integrations, select **Google Sheets**. From the drop-down list that appears, select *Create a row in a Google Sheet*. Just as before, select the *Drive*, *Spreadsheet* and *Worksheet* where you want to have your WooCommerce order data stored and click **Get columns**. Once again, we’re going to use tokens to populate the *Value* fields. However, we want to note some key differences between product tokens and order tokens. If you select the *Product title* token in an order with more than one product, Automator will return the product titles in a single cell, separated by a comma. For example, if we have an order with our “Members Only Swag Pack” as well as our “Gold Membership” products, the product titles will appear in a single cell as such: “Members Only Swag Pack,Gold Membership” If you select the *Order products* token, in an order with more than one product, Automator will return the product titles in a single cell, separated by an upright slash with spaces. The text will appear as such: “Members Only Swag Pack | Gold Membership” Similarly, using the *Order summary* token will return the order values in a single cell, separated by line spaces. Choose the token(s) that best suit your workflows and the set-up of your Google Sheets worksheet. When you’re finished, click **Save**. **Step 5: Go Live!** Once again, simply toggle your recipe from *Draft* to *Live*. [![woocommerce-google-sheets-integration-all-orders-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-google-sheets-integration-all-orders-recipe-1024x648.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-google-sheets-integration-all-orders-recipe.png) With Automator, keeping track of your WooCommerce orders in Google Sheets is as simple as knowing which tokens to use. If you think that’s impressive, just wait until you see what you can do with Automator’s [**Action Filters**](https://automatorplugin.com/knowledge-base/action-filters-conditions/) feature. **Step 6 (Optional): Add a Filter** Let’s just say that we only wanted to keep track of our customers’ orders if they had an active subscription to a membership on our website. Using *filters*, this is a simple click-and-play feature to add to our recipe. Hover over the Google Sheets action and click **Filter**. [![google-sheets-action-filter](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-action-filter-1024x461.png)](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-action-filter.png) In the pop-up window that appears, select *Woo Memberships* > *The user has an active membership of a specific plan*. [![woo-membeships-filter-the-user-has-an-active-membership](https://automatorplugin.com/wp-content/uploads/2024/01/woo-membeships-filter-the-user-has-an-active-membership-1024x930.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woo-membeships-filter-the-user-has-an-active-membership.png) Automator will prompt you to select the specific membership plan. Once you’re finished, click **Save filter**. Your *Actions* panel should now look something like this: [![google-sheets-woo-memberships-action-filter](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-woo-memberships-action-filter-1024x903.png)](https://automatorplugin.com/wp-content/uploads/2024/01/google-sheets-woo-memberships-action-filter.png) Not targeted enough? Add as many conditions to your new action filter as you would like. Simply click **Add condition** and customize the WooCommerce and Google Sheets integration to meet your needs. ## **More Ways to Connect WooCommerce to Google Sheets** So far, we’ve looked at connecting WooCommerce to Google Sheets in real-time. While there certainly are advantages to tracking our sales as they occur, we may also want to look at historical data. With even more advanced Automator features such as [**Loops**](https://automatorplugin.com/introducing-loops/), you can easily analyze your historical WooCommerce data. [![user-purchase-history-loop](https://automatorplugin.com/wp-content/uploads/2024/01/user-purchase-history-loop-989x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/01/user-purchase-history-loop.png) In the recipe pictured above, for example, we’re able to immediately generate a list of customers who have purchased our “Members Only Swag Pack” with an active subscription to any of our memberships. We could then generate a similar list of customers who have not purchased our “Members Only Swag Pack” to compare and contrast. In other words, with Automator, you can connect WooCommerce to Google Sheets any way you want! ## **Conclusion** In this guide, we took a look at some of the advantages of tracking your WooCommerce sales in Google Sheets. Then we showed you how easy it is with **Uncanny Automator**, even when using advanced features such as filters and loops. We hope that, with Automator at your fingertips, you feel comfortable and confident in your ability to connect WooCommerce to Google Sheets. But just in case there was anything that we didn’t cover, please drop us a line in the comments section below. Until then, happy automating and integrating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** google sheets, woocommerce --- ### [New integration: Wordpress Multisite](https://automatorplugin.com/wordpress-multisite/) **Published:** October 19, 2022 **Author:** Ryan Moore **Content:** Multisite as an integration? The title is probably confusing, since we have had some type of multisite support for our [Automator Pro – Plus license](https://automatorplugin.com/pricing/) and above since release. Usually, however, things that are multisite-specific require some complex work with user meta. The new integration will support triggers and actions that *only* apply to WordPress Multisite (MU). ### New WordPress Multisite support If you don’t use WordPress Multisite you can skip this section, or if you’re interested in an introduction, [this article from WPBeginner](https://www.wpbeginner.com/glossary/multisite/) is a good starting point. Basically it’s a way to create several connected WordPress installs, so a network of connected sites that share things like plugins, theme and database. In this introductory release (for Plus license users and higher), we’re adding 1 trigger for a new [Multisite integration](https://automatorplugin.com/integration/wordpress-multisite/): - A user is added to a subsite Why is that useful though? Well, that’s one powerful use case from a customer: When a user is added to *one* site in a multisite network, give the users access to *all* or *several* sites. This is easy with an action to set user meta in a way that grants the additional site access. This is just the start; we’ll have some more triggers and actions for the Multisite integration soon. ### BuddyBoss & BuddyPress [Uncanny Automator Pro 4.6](https://automatorplugin.com/pricing/) adds 5 new triggers for our [BuddyBoss integration](https://automatorplugin.com/integration/buddyboss/): - A user creates a forum - A user is suspended - A user is unsuspended - A user receives a private message from a user - A user sends a private message to a user [![New BuddyBoss triggers](https://automatorplugin.com/wp-content/uploads/2022/10/New-BuddyBoss-Triggers.png)](https://automatorplugin.com/wp-content/uploads/2022/10/New-BuddyBoss-Triggers.png) These new additions add lots of new use cases to BuddyBoss sites, like advanced notifications and reporting for suspensions and private messaging. [BuddyPress](https://automatorplugin.com/integration/buddypress/) also gains 1 new action: - Send a private message to a specific user Maybe when an admin adds a user to a course or membership level the user then receives a private message alerting them, or perhaps when a recurring payment fails the user receives a private message alerting them to the issue. ### WooCommerce Our [WooCommerce](https://automatorplugin.com/integration/woocommerce/) integration adds 3 new triggers and 1 new action: - New trigger: A product has its associated order refunded - New trigger: A product variation’s inventory is set to a status - New trigger: An order is partially refunded - New action: Change the price of a specific product to a new price There are tons of new recipe options for these additions, most of which were requested by customers. Perhaps once a certain number of users have redeemed codes (with [Uncanny Codes](https://automatorplugin.com/integration/uncanny-codes/)) for a live event then the associated ticket price goes up. When an order is partially refunded, maybe seats are subtracted from a [LearnDash](https://automatorplugin.com/integration/learndash/) group connected to [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/). With the new variation inventory trigger, you can implement better notification systems for low inventory based on variations instead of just regular products. ### MemberPress Courses Please note that these new features *require you to update to Uncanny Automator 4.6 first*. Once updated, 2 new [MemberPress Courses](https://automatorplugin.com/integration/memberpress-courses/) triggers are available: - A user achieves a score greater than, less than or equal to a value on a quiz - A user achieves points greater than, less than or equal to a value on a quiz These new triggers allow learning to be personalized to a far greater degree, ensuring users get the support they need based on the skills and knowledge they demonstrate. Simple examples here allow marking a quiz complete if users demonstrate sufficient knowledge in a pre-test (so if a quiz score is greater than 80, mark the associated course complete) and if students fail a final quiz, notify their manager and add a membership level that adds them to a remedial course and group. ### The Events Calendar Our [Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) integration gains a new *Everyone* trigger for ticket purchases: - An attendee is registered for an event with WooCommerce This trigger of course has dependencies on the Event Tickets add-on (free or Pro), and allows ticket purchases to queue things like a [WhatsApp](https://automatorplugin.com/integration/whatsapp/) reminder 5 days before the event or compiling an attendee list for the instructor in [Google Sheets](https://automatorplugin.com/integration/google-sheets/). If you’re wondering, “Couldn’t I just do that with an existing WooCommerce guest purchase trigger?”, the reason this new trigger is important is because of all of the token options it unlocks related to the event and ticket. There are tokens for custom fields in tickets, event ID, QR ticket ID and other ticket details. ### Action Tokens As the main new feature in the [Uncanny Automator 4.6 release](https://automatorplugin.com/action-tokens/), new Action Token options are of course a huge part of the Pro release as well. Automator Pro 4.6 adds *dozens* of new action tokens for our [Automator Core](https://automatorplugin.com/integration/automator-core/), [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/), [WooCommerce](https://automatorplugin.com/integration/woocommerce/) and WordPress. Anything you might need related to users, posts, subscriptions, orders, coupons and form entries are now available. [![Automator action tokens](https://automatorplugin.com/wp-content/uploads/2022/10/mascot-machine-token.png)](https://automatorplugin.com/wp-content/uploads/2022/10/mascot-machine-token.png) Here’s something interesting… with all of the new action tokens and trigger tokens in this release, we’re now close to **5,000 total unique tokens** in Uncanny Automator. **Note**: To use the new action tokens that were added in Pro 4.6, you must update to Uncanny Automator 4.6 or higher as well. ### More new triggers, actions, tokens and conditions While no less important than the new features above, [Uncanny Automator Pro 4.6](https://automatorplugin.com/pricing/) also includes the following: - [WPForms](https://automatorplugin.com/integration/wp-forms/) adds a new trigger for “A form is submitted with a specific value in a specific field with PayPal payment”. Form submissions work a bit differently when PayPal payment is involved, so this trigger was needed for more reliable recipes tied to payment forms. - [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) gains “a specific type of post is set to a status” as an *Everyone* trigger. We had the logged in trigger, but this option expands support to some use cases that customers brought to our attention. - There’s a new condition for “the user does not have an active subscription to a specific product” for [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/). - [WooCommerce](https://automatorplugin.com/integration/woocommerce/) gets several new tokens related to order fees, shipping, refund amount, refund reason and variation IDs. Those are the highlights for the Pro 4.6 release! Make sure to review the full list of changes in the [Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Introducing the Custom User Fields Addon](https://automatorplugin.com/introducing-the-custom-user-fields-addon/) **Published:** September 20, 2023 **Author:** Ryan Moore **Content:** We get a lot of amazing ideas for new Uncanny Automator features, both internally and from our users, but some of the time they don’t really fit the Uncanny Automator “model”. Those ideas might include new plugin ideas or maybe front end tools, so features that might extend Automator but wouldn’t fit into the recipe/automation/integration scope of the Uncanny Automator plugin. Today, we’re excited to introduce a brand new addon for Uncanny Automator that adds some really cool capabilities to Automator sites, but that really needed to be its own plugin. We call it the [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/), and it’s a pretty simple plugin that makes it a *lot* easier to work with custom user data in WordPress. The data can of course be used in recipes, but to make this really useful, the plugin goes far beyond Uncanny Automator itself. ### User Fields Basics The [Custom User Fields Addon](https://automatorplugin.com/custom-user-fields-addon/), at its most basic level, offers perhaps the easiest way in WordPress to add custom fields to user profiles. Here’s an example of what that looks like: [![User fields for WordPress profiles](https://automatorplugin.com/wp-content/uploads/2023/09/User-fields-for-WordPress-profiles.png)](https://automatorplugin.com/wp-content/uploads/2023/09/User-fields-for-WordPress-profiles.png) All too often on user sites, we see a need for some type of custom profile record. Maybe it’s something related to the user that they fill out in a registration form, like Job Title. Or maybe it’s something that would help in a recipe, like Last Login Date or Total Credits Earned. Basically you can add any field you want to user profiles, using a super simple interface: [![School custom field](https://automatorplugin.com/wp-content/uploads/2023/09/School-custom-field.png)](https://automatorplugin.com/wp-content/uploads/2023/09/School-custom-field.png) That’s it, you really only need to enter a field label. We’ll take care of the rest, or you can set a custom key for the user meta record in WordPress. Then, when a field is added, we automatically add it to a new section on the edit user page in /wp-admin/. [![Custom User Fields](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-Profile-Fields.png)](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-Profile-Fields.png) And did you notice that in the list of fields, as they’re created, that we automatically generate a shortcode for that record? Here it is again for reference: [![Custom Field Shortcode](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-Field-Shortcode.png)](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-Field-Shortcode.png) You can take that shortcode and paste it into any page or post, and it will output the value of that record for that user viewing the page. Suppose we add that shortcode to a page, I then view the page, and if my job title is “Director”, I will see the word “Director” on the page. It’s the easiest way we’ve seen to create new user fields, add them to edit user pages and show the values on front end pages. ### Uncanny Automator integration An easy-to-use way to manage user profile fields is cool, but why make it an add-on for Uncanny Automator? For any Automator users that regularly work with user meta, you know that it can be awkward to remember and work with meta keys, and it’s a pain to figure out where other plugins are storing data. It’s hard for us to support those questions too, because while many plugins store records in user meta, they don’t often document exactly how they do so. For fields created with the User Fields plugin, it’s *super* easy to use them in recipes. When the addon is installed and there are custom fields available, we show a new section called “Custom User Fields” in your list of tokens, like this: [![Custom User Field Tokens](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-User-Field-Tokens.png)](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-User-Field-Tokens.png)You’ll see that the fields in this screenshot are from the fields that I set up in the first image of the article. And that’s all that’s needed—no working with meta keys, and instead just an intuitive list of user fields. Beyond being able to use the values in your recipes, fields can also be used in tokens, like this: [![Custom Field Conditions](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-Field-Conditions.png)](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-Field-Conditions.png) So maybe an action only fires if the user has a “Job Title” of “Director” here, or if you’re using our new Loops tool, you could do something like [run a loop](https://automatorplugin.com/knowledge-base/user-loops/) that adds everyone with a “Director” job title to a newly released course. Everything you might want to know about the new plugin is covered in our new [Knowledge Base page for Custom User Fields](https://automatorplugin.com/article-categories/custom-user-fields-addon/). ### Why a separate plugin? We get a *lot* of support tickets from users that are confused about how to work with custom user meta. Even when advanced customers are using plugins like Advanced Custom Fields (ACF), they seldom know what meta keys their data is mapped to. Our aim with this plugin is to make working with custom profile fields vastly easier without having to buy additional plugins. It was created as an independent plugin because many of the features we wanted to include, like front end shortcodes and changes to edit user pages, simply don’t fit the core Automator model itself. ### It’s compatible with other custom fields plugins You may have noticed that in the add/edit field modal that we allow you to choose your own meta key or use one that we generate automatically. If you are using another plugin that adds data to user fields, you just need to use the same meta key that it uses for your custom field in our plugin and it will point to the same record. So if another plugin you use adds a “last\_login\_date” record for users, just created a “Last Login Date” field from our settings page, use the same meta key, and now in your Automator recipes you can just pull our User Field token instead of having to set up a complicate user meta key lookup. ### No extra cost The Custom User Fields plugin is available now to all [Plus and Elite](https://automatorplugin.com/pricing/) annual license holders. If you have an active subscription with us, you can grab the new plugin right now from inside your accounts on the [Downloads page](https://automatorplugin.com/my-account/downloads/). No additional action or purchases are needed. ### Does this mean more Automator addons are coming? While the Uncanny team’s focus is on the core Automator plugin (and making it even more fantastic every single month), we do have some really cool ideas for additional plugins in the future too. Having a way to release new features that don’t quite make sense in Uncanny Automator itself, and where there isn’t a free or easy alternative available in the market, ensures that we can continue adding significant value to Automator users. Keep an eye on our blog for announcements about other new addons for Automator! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Automate Spaced Repetition Learning in WordPress](https://automatorplugin.com/how-to-automate-spaced-repetition-learning-in-wordpress/) **Published:** December 8, 2023 **Author:** Brendan Da Costa **Content:** *Everyone could use a refresher! In this blog post we’ll show you how to create a fully automated spaced repetition learning schedule for your WordPress users.* [![automator-spaced-repetition-learning-featured-image](https://automatorplugin.com/wp-content/uploads/2023/12/automator-spaced-repetition-learning-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2023/12/automator-spaced-repetition-learning-featured-image.jpg) If practice makes perfect, then repetition makes retention! Spaced repetition learning is [a proven method](https://e-student.org/spaced-repetition/) for increasing learners’ retention and boosting student engagement. It’s also an opportunity for educators to test the effectiveness of their lessons and teaching techniques. But it isn’t always easy to manage. If you’re working with a WordPress LMS like [**LearnDash**](https://automatorplugin.com/share/learndash), you likely have hundreds (or maybe even thousands) of lessons. Not to mention, more than enough students to fill a campus quad. Fortunately, there are tools you can use to harness the power of spaced repetition learning in WordPress without carrying out endless repetitions yourself. In this blog post, we’ll show you how to automate your spaced repetition learning schedule with [**Uncanny Automator**](https://www.automatorplugin.com/pricing) and [**OpenAI**](https://automatorplugin.com/share/openai/). We’ll even recommend some simple ways to enhance your spaced repetition learning to ensure your students are getting what they need. Let’s master spaced repetition learning with the power of automation and innovation. Your personalized learning adventure starts here. ## **Introduction** Incorporating spaced repetition learning into your WordPress LMS might not seem like an easy task. But, we promise, if you follow the steps in this how-to guide, you’ll be able to create a WordPress-based spaced repetition learning platform like no other. This article will cover: - What is Spaced Repetition Learning? - What You Need to Automate Space Repetition - A Step-by-Step Guide to Automated Spaced Repetition Learning - Tips, Tricks and Best Practices But let’s not repeat ourselves. Let’s get right into it! ## **What is Spaced Repetition Learning?** Alert your students: cramming doesn’t work! While there is a certain excitement to pulling an all-nighter before a big exam, cramming simply isn’t the best strategy for learning and assimilating new information. But there’s plenty of research to suggest that spaced repetition is. In the simplest terms, spaced repetition is a learning methodology designed to optimize memory retention. The foundation of the approach lies in the [psychological spacing effect](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3399982/), which suggests that learners can better retain information when they revisit it at increasing intervals over time. If you’ve ever used language learning apps such as Duolingo or taken music lessons, then you’ve already used this learning methodology yourself. As ubiquitous as spaced repetition modules are, creating your own might seem like a daunting task. After all, more repetition means more content. However, if you have the right tools, then you can fully automate spaced repetition learning in WordPress. ## **What You Need to Automate Spaced Repetition in WordPress** In this section, we’ll walk you through the plugins and apps that will take the repetition out of your content creation process. ### [Uncanny Automator](https://automatorplugin.com/pricing) ### If you’re unfamiliar with [**Uncanny Automator**](https://www.automatorplugin.com/pricing), then allow us to introduce you to your new favorite teacher’s assistant! Automator is the #1 automation and integration tool for WordPress users. With simple combinations of triggers and actions, you can create seamless workflows across your apps and plugins. ### [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) ### In this blog post, we’ll show you how to integrate your lesson creation process with OpenAI so that you can auto-generate summaries and questions to help your students retain information. Then, we’ll show you how Automator can send scheduled emails or other communications to your learners at increasing intervals of your choice. Throughout this post, we’ll be using Automator Pro features. [**Get your license now so you can continue to follow along.>>>**](https://www.automatorplugin.com/pricing) ### ### [Open AI and GPT](https://automatorplugin.com/share/openai/) ### [**OpenAI**](https://automatorplugin.com/share/openai/) are the geniuses behind the language model, [**Chat GPT**](https://automatorplugin.com/share/openai/), and the image generation tool **DALL•E**. While it’s good fun to prompt GPT to write witty poems in the style of your favorite bard, you can use it for so much more. ### [![openai-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/openai-homepage-1024x516.png)](https://automatorplugin.com/wp-content/uploads/2023/10/openai-homepage.png) ### In this post, we’ll show you how to integrate OpenAI with your WordPress website using Uncanny Automator. Once you’ve harnessed the power of AI on your WordPress website, you can drastically improve your LMS capabilities to implement repetitive learning—and much more! [**If you don’t already have an OpenAI account, you’ll need to create one to help generate the spaced repetition learning content for your students>>>**](https://automatorplugin.com/share/openai/). Throughout this article, we’ll be using GPT-3.5, the free version of GPT. However, if you want a more powerful model, you can upgrade to GPT-4.0 for just $20/month. ### ### [LearnDash](https://automatorplugin.com/share/learndash/) ### At the core of any good spaced repetition learning module is an LMS with the capabilities and versatility to personalize the learning experience. That’s where [**LearnDash**](https://automatorplugin.com/share/learndash) comes in. ### [![learndash homepage](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage-1024x539.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage.png) ### LearnDash is a powerful plugin all on its own. However, we’ll show you how to truly unlock the potential of this LMS to add a fully automated spaced repetition learning feature. [**Get started with LearnDash now.>>>**](https://automatorplugin.com/share/learndash) ### ## **Step-by-Step Guide to Automated Spaced Repetition Learning** ### ### What if you could automatically create a summary when you published a new lesson? What about some key takeaways and a handful of questions? Then, what if you had the power to send this content to your learners in spaced intervals whenever they completed the lesson? Well, then you would have created your very own fully automated spaced repetition learning module, wouldn’t you have? Now that you have [**Automator**](https://www.automatorplugin.com/pricing), [**OpenAI**](https://automatorplugin.com/share/openai/) and [**LearnDash**](https://automatorplugin.com/share/learndash), you can do precisely that. All of the magic will happen inside Uncanny Automator. In this section, we’ll walk you through creating your first spaced repetition learning *recipes* (i.e., combinations of triggers and actions). After that, you’ll be able to repeat, repeat, repeat! **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ### [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) ### Give your recipe a name that will make it easy to recognize at a glance. For example, we’ve named this recipe “Lessons: Spaced Repetition Learning”. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. ### [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) ### From the drop-down list that appears, select *A user publishes a post*. ### [![wordpress-trigger-a-user-publishes-a-post](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post-1024x467.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-user-publishes-a-post.png) ### Automator will prompt you to select the post type. From the drop-down list, select *Lesson* and click **Save**. Your trigger should look like this: ### [![wordpress-trigger-a-user-publishes-a-post-live](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-trigger-a-user-publishes-a-post-live-1024x374.png)](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-trigger-a-user-publishes-a-post-live.png) ### **Step 3: Create OpenAI Lesson Summary** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **OpenAI**. ### [![automator-openai-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png) ### If you haven’t already connected your OpenAI account, simply click **Connect account** in the pop-up window and follow the prompts. You’ll need to generate a *Secret key*. To do so, navigate to and click on **API keys** in the sidebar. After you’ve connected your OpenAI account, from the drop-down list that appears, select *Use a prompt to generate text with the Davinci model*. ### [![openai-action-use-a-prompt-to-generate-text-davinci-model](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-use-a-prompt-to-generate-text-davinci-model-1024x488.png)](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-use-a-prompt-to-generate-text-davinci-model.png) ### Automator will give you the option to configure the settings of your OpenAI prompt. In the *Prompt* field, write the prompt that will generate a summary in the style and format that suits your workflows. Of course, to get OpenAI to create a summary of your new lesson, it will have to read it. You can accomplish this using *tokens* (i.e., dynamic data pulled from your WordPress website and even from within recipes). In the *Prompt* field, click on the **Asterisk** and select *Post content*. ### [![openai-action-post-content-token](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-post-content-token.png)](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-post-content-token.png) ### When you’re satisfied with your prompt, click **Save**. Your completed action should look something like this: ### [![openai-action-use-a-prompt-to-generate-text-davinci-model-live](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-use-a-prompt-to-generate-text-davinci-model-live-1024x601.png)](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-use-a-prompt-to-generate-text-davinci-model-live.png) ### **Step 4: Set Post Meta** OpenAI will generate your lesson summary. Now, you just need to connect the lesson summary to your lesson. You can do this using post meta. In the *Actions* panel, click on **Add action** and select **WordPress** from the menu of available integrations. From the drop-down list that appears, select *Set post meta*. ### [![wordpress-action-set-post-meta](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-action-set-post-meta-1024x496.png)](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-action-set-post-meta.png) ### In the *Post type* field, select *Lesson*. In the *Token* field, select *Use a token/custom value* and select the *Post ID* token under *A user publishes a Lesson* trigger. ### [![wordpress-post-id-token](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-post-id-token.png)](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-post-id-token.png) ### Under *Meta*, give your new post meta a name in the *Key* field. For example, we’ve named this new meta “lesson\_summary”. To set the value of the new meta, select the *Response* token in the *Value* field. ### [![wordpress-post-meta-openai-response](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-post-meta-openai-response-1024x934.png)](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-post-meta-openai-response.png) ### When you’re finished, click **Save**. Your *Actions* panel should now look something like this: ### [![openai-wordpress-actions](https://automatorplugin.com/wp-content/uploads/2023/12/openai-wordpress-actions-1024x687.png)](https://automatorplugin.com/wp-content/uploads/2023/12/openai-wordpress-actions.png) ### **Step 5: Create More Repetitive Learning Content** Spaced repetition learning requires more content than one simple summary. You can repeat **Steps 3 and 4** as many times as you would like to generate different kinds of content to send to your learners at various intervals. For example, we’ve created two more OpenAI actions in addition to our first one to generate different types of summaries and questions based on our lesson. We then added more key/value pairs to our post meta action to store the new content. ### [![spaced-repetition-learning-openai-content](https://automatorplugin.com/wp-content/uploads/2023/12/spaced-repetition-learning-openai-content-1024x827.png)](https://automatorplugin.com/wp-content/uploads/2023/12/spaced-repetition-learning-openai-content.png) ### Automator allows you to create as many key/value pairs as you’d like from a single action. And you know what that means, don’t you? Endless repetition! **Step 6: Go Live!** Toggle the recipe from *Draft* to *Live*. ### [![lessons-spaced-repetition-learning-recipe-live](https://automatorplugin.com/wp-content/uploads/2023/12/lessons-spaced-repetition-learning-recipe-live-1024x1001.png)](https://automatorplugin.com/wp-content/uploads/2023/12/lessons-spaced-repetition-learning-recipe-live-1024x1001.png) ### Now, every time that you publish a new lesson, you’ll have all of the spaced repetition content ready to go and waiting for your learners. But how do you get all of this great refresher content to your learners? Automator can handle that too. **Step 7: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. We’ve named this recipe “Lesson: Spaced Repetition Learning 2”. **Step 8: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **LearnDash**. From the drop-down list that appears, select *A user completes a lesson*. ### [![learndash-action-a-user-completes-a-lesson](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-a-user-completes-a-lesson-1024x444.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-a-user-completes-a-lesson.png) ### Automator will prompt you to select a course and a lesson. Because we are creating spaced repetition learning content for all of our lessons, we have simply left the default selections, *Any course* and *Any lesson*. After you’re finished, click **Save**. **Step 9: Send an Email—or Two, or Three** In the *Actions* panel, from the menu of available integrations, select **Email**. From the drop-down list that appears, select *Send an email*. In the *To* field, select the *User email* token (this token represents the email address of the user who has completed the trigger). ### [![user-email-token](https://automatorplugin.com/wp-content/uploads/2023/12/user-email-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/12/user-email-token.gif) ### Fill out the *Subject* field however you’d like. Now comes the fun part. This is where you get to send the content that we created with OpenAI to your learners. As this is the first email in our spaced repetition learning schedule, we’re going to send our learners the lesson summary that we stored under the key “lesson\_summary”. In the *Body* field, draft your email as you normally would. To retrieve the spaced repetition content, we’re going to use tokens once again. To retrieve the spaced repetition learning content associated with the lesson, click the **Asterisk** in the *Body* field and select *Advanced* > *Post meta*. Automator will open a *Token data* window. In the *Post ID* field, select the *Lesson ID* token from the trigger. In the *Meta key* field, enter the key that corresponds to the post meta that you want to retrieve. Recall that we used the key “lesson\_summary”. ### [![token-data-lesson-id-lesson-summary-key](https://automatorplugin.com/wp-content/uploads/2023/12/token-data-lesson-id-lesson-summary-key.gif)](https://automatorplugin.com/wp-content/uploads/2023/12/token-data-lesson-id-lesson-summary-key.gif) ### When you’re finished click **Add token**. Finish drafting your email and when you’re satisfied, click **Save**. Hover over your completed action and click **Delay**—this is where we’ll add the “spaced” in spaced repetition. ### [![send-an-email-delay](https://automatorplugin.com/wp-content/uploads/2023/12/send-an-email-delay-1024x326.png)](https://automatorplugin.com/wp-content/uploads/2023/12/send-an-email-delay.png) ### Automator will present you with a *Delay or schedule this action* window. You probably already have an optimized spaced repetition schedule, so all you have to do is set the delay accordingly. For example, we have chosen “1 day”. ### [![delay-one-day](https://automatorplugin.com/wp-content/uploads/2023/12/delay-one-day.png)](https://automatorplugin.com/wp-content/uploads/2023/12/delay-one-day.png) ### Once you’re finished, click **Set delay**. Repeat this action as many times as you want to create your spaced repetition learning schedule. For example, we’ve added two more *Send an email* actions with their own delays: ### [![spaced-repetition-learning-emails](https://automatorplugin.com/wp-content/uploads/2023/12/spaced-repetition-learning-emails-1024x569.png)](https://automatorplugin.com/wp-content/uploads/2023/12/spaced-repetition-learning-emails.png) ### **Step 10: Go Live!** We promised that Uncanny Automator would be your new favorite teacher’s assistant. As soon as you toggle this recipe from *Draft* to *Live*, we’re certain that you’ll agree! ### [![lesson-spaced-repetition-learning-2](https://automatorplugin.com/wp-content/uploads/2023/12/lesson-spaced-repetition-learning-2-1024x806.png)](https://automatorplugin.com/wp-content/uploads/2023/12/lesson-spaced-repetition-learning-2.png) ### Now that you’ve set up your first spaced repetition learning module with Automator recipes, it’s time to perfect the process. After all, practice does make perfect! ### ## **Tips, Tricks and Best Practices** ### ### The best part about using Automator to build your spaced repetition learning platform is the flexibility it offers you. With these tips, tricks and best practices, you can customize your students’ learning experience and create workflows that better suit your needs. **Can I create spaced repetition learning content for lessons that I have already published?** Absolutely you can! Automator has a few incredibly powerful features packed away in its elegant user interface. One of those features is *Loops*. With *Loops*, you can perform actions on WordPress users and posts in bulk. This means that you can retroactively create the post meta for your spaced repetition learning modules. **I don’t like the response from OpenAI. Can I edit the post meta after creating it?** Absolutely! Whether you want to change one word, one line or the entire response, you can edit post meta with Automator. Just use the **Run now** integration for your trigger and the *Set post meta* action in the **WordPress Core** integration. As good as AI tools have gotten in the recent past, they aren’t perfect. We do recommend reviewing any and all AI-generated content before integrating it into your educational materials. Automator integrates seamlessly with planning and communication tools such as [**ClickUp**](https://automatorplugin.com/share/clickup/) and [**Slack**](https://automatorplugin.com/share/slack/), so administrators can easily communicate with educators that there’s content awaiting their review. **I don’t want to send my learners too many emails. Are there any alternatives?** Too much of a good thing is, well, not a good thing. If you’re concerned about sending too many emails, you can take advantage of Automator’s [**253 integrations**](https://www.automatorplugin.com/integrations). Post your spaced repetition content to a [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) group and allow your learners to review content together. Create [**Zoom**](https://automatorplugin.com/share/zoom/) or [**Google Calendar**](https://automatorplugin.com/share/google-calendar/) events so that your educators can review lesson material with learners virtually. Send daily key takeaways and tidbits directly to your learners via SMS with [**Twilio**](https://automatorplugin.com/share/twilio/) or [**WhatsApp**](https://automatorplugin.com/share/whatsapp/). Just because learning should be repetitive, doesn’t mean that you have to be as well! **Not all of my learners want to use spaced repetition learning. Can they opt-out?** Remember when we said that Automator has tons of powerful features packed into its elegant user interface? Well, another one of those features is *filters*. Using filters, you can choose to run actions only on users who meet certain criteria such as, for example, a user meta value. Managing those meta values is easiest with the [**Custom User Fields Addon**](https://automatorplugin.com/knowledge-base/installing-the-custom-user-fields-addon/), included—for FREE—with Automator Plus and Elite. ### ## **Conclusion** ### ### Hopefully, now, you’re feeling much more confident in creating your own spaced repetition learning platform in WordPress. Of course, the best way to get better at creating Automator recipes is to repeat, repeat, repeat! Want to know more about how Automator can help you with your spaced repetition learning? Maybe you want to incorporate this new content into your data and analytics? Let us know in the comments section below. We promise not to repeat ourselves… too much. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** learndash, openai --- ### [How to Find and Re-Engage Inactive LearnDash Students](https://automatorplugin.com/how-to-find-and-re-engage-inactive-learndash-students/) **Published:** March 1, 2024 **Author:** Brendan Da Costa **Content:** *Are your students falling behind? Not anymore! Find and re-engage your inactive LearnDash students with Uncanny Automator.* [![find-and-re-engage-inactive-learndash-students-featured-image](https://automatorplugin.com/wp-content/uploads/2024/02/find-and-re-engage-inactive-learndash-students-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/02/find-and-re-engage-inactive-learndash-students-featured-image.jpg) Have some of your **[LearnDash](https://www.automatorplugin.com/share/learndash)** students started falling behind? Maybe they missed a deadline for a quiz or simply haven’t logged into their account in weeks. Either way, there’s a simple solution to easily find and re-engage your inactive students. In this step-by-step guide for elearning WordPress websites, we’ll show you how to get your lapsed LearnDash learners back using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Without further ado, let’s wake up those students in the back row of the classroom! ## **Introduction** As an elearning educator or administrator, we probably don’t have to tell you; the learning never stops. But, sometimes, your learners do, and that’s why we’ve made this walkthrough. By the end of this quick tutorial, you’ll be able to: - define how long a student must be “dormant” before they are considered inactive, - automatically identify and target inactive LearnDash students, - integrate LearnDash with your CRM and favorite plugins to launch compelling re-engagement campaigns, and - accomplish so much more! Before we delve into the details, let’s answer some of your burning questions. ## **What is an inactive student?** Every organization will have their own criteria for defining inactive students. However, generally speaking, an inactive student is someone who has failed to take certain steps within a given timeframe. This could be: - failure to register for courses/programs in a timely manner, - failure to engage with course/program content in a timely manner, or - failure to apply for certification after completing courses/programs. Uncanny Automator allows you to define an inactive student however you choose and helps you reach out to and re-engage with these lapsed learners. ## How can [Automator](https://automatorplugin.com/pricing) help me find inactive LearnDash students? What if we told you that you could automate your entire elearning platform with just one plugin? From operational workflows like registering new students to marketing automation and more, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) can help you: - find and target inactive students, - send automated personalized messages, - and even generate personalized learning pathways to maximize engagement. And you can do it all without ever having to write (or read) a single line of code. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) If Automator sounds like the stuff of a WordPress developer’s dreams, that’s because it is. Automator is the #1 automation and integration plugin for WordPress websites. Using simple combinations of triggers and actions, you can connect all of your favorite apps and plugins to create seamless workflows. When it comes to finding and re-engaging inactive LearnDash students, Automator has tons of features to help you locate individual learners or find users in bulk. The [FREE forever version](https://wordpress.org/plugins/uncanny-automator/) of Automator has features that we know you’ll love. However, throughout this article, we’ll be relying on **Automator Pro** features. [**Get your Automator Pro license here so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **Send Automated Emails to Inactive LearnDash Students** Now that you have your Automator license, it’s time to re-engage with your inactive LearnDash students. [![find-and-re-engage-inactive-learndash-students-recipe](https://automatorplugin.com/wp-content/uploads/2024/02/find-and-re-engage-inactive-learndash-students-recipe-1024x932.png)](https://automatorplugin.com/wp-content/uploads/2024/02/find-and-re-engage-inactive-learndash-students-recipe.png) In the recipe pictured above, we’re able to automatically send an email to students enrolled in one of our courses if they haven’t completed a quiz within seven (7) days of enrollment. In the next steps, we’ll show you how to recreate this recipe and, more importantly, how to customize it to suit your needs. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Re-Engage Inactive LearnDash Students”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash**. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the drop-down list that appears, select *A user is enrolled in a course*. [![learndash-trigger-a-user-is-enrolled-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/02/learndash-trigger-a-user-is-enrolled-in-a-course-1024x505.png)](https://automatorplugin.com/wp-content/uploads/2024/02/learndash-trigger-a-user-is-enrolled-in-a-course.png) Automator will prompt you to select a course. When you’re finished, click **Save**. Your completed trigger should look something like this: [![learndash-trigger-a-user-is-enrolled-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/02/learndash-trigger-a-user-is-enrolled-in-a-course-live-1024x371.png)](https://automatorplugin.com/wp-content/uploads/2024/02/learndash-trigger-a-user-is-enrolled-in-a-course-live.png) **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **Emails**. [![automator integrations emails](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png) From the drop-down list that appears, select *Select an email*. Automator will then present you with an email form. We’re going to fill in some of the fields using *tokens* (i.e., dynamic data pulled from your WordPress website and even from within recipes). In the *To* field, click the **Asterisk** and select *Common* > *User email*. [![user-email-token](https://automatorplugin.com/wp-content/uploads/2024/02/user-email-token-1024x541.png)](https://automatorplugin.com/wp-content/uploads/2024/02/user-email-token.png) You can then draft your email *Subject* and *Content*. Don’t forget to click **Send test email** to get a preview in your admin email inbox. [![sample-email-for-inactive-learndash-student](https://automatorplugin.com/wp-content/uploads/2024/02/sample-email-for-inactive-learndash-student-697x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/sample-email-for-inactive-learndash-student.png) When you’re finished, click **Save**. Your completed action should look like this: [![emails-action-send-an-email-to-a-user-live](https://automatorplugin.com/wp-content/uploads/2024/02/emails-action-send-an-email-to-a-user-live-1024x465.png)](https://automatorplugin.com/wp-content/uploads/2024/02/emails-action-send-an-email-to-a-user-live.png) **Step 4: Add a Filter and Delay** We’re going to use two of Automator’s Pro features to target our inactive students: action filters and delays. First, to add an action filter, hover over the **Emails** action that we configured in the previous step and click **Filter**. [![send-an-email-to-a-user-action-filter](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-action-filter-1024x463.png)](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-action-filter.png) In the *Condition* window that appears, click **LearnDash** and select the condition that best suits your definition of an inactive student. For example, we have selected the condition *The user has not completed a quiz*. Depending on the specific condition that you have chosen, Automator will then prompt you to complete the filter condition by selecting a course, lesson, quiz or topic. Once you’re finished, click **Save filter**. Your action should now look something like this: [![send-an-email-to-a-user-action-learndash-filter-live](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-action-learndash-filter-live-1024x626.png)](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-action-learndash-filter-live.png) Of course, we don’t want our students to receive this email right after enrolling in the course. We want to delay the action to ensure that our re-engagement automations are aligned with our course deadlines. Once again, hover over the action and, this time, click **Delay**. A pop-up window will appear where you can either set a time delay or schedule a specific date and time to run the action. In our example, we have a seven (7) day delay. [![automator-action-delay-7-days](https://automatorplugin.com/wp-content/uploads/2024/02/automator-action-delay-7-days-1024x836.png)](https://automatorplugin.com/wp-content/uploads/2024/02/automator-action-delay-7-days.png) Once you’re finished, click **Set delay**. Your completed action should now look something like this: [![send-an-email-to-a-user-action-learndash-filter-and-delay](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-action-learndash-filter-and-delay-1024x627.png)](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-action-learndash-filter-and-delay.png) **Step 5: Go Live and Re-Engage!** You’re just about ready to help those lagging learners. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*! ![find-and-re-engage-inactive-learndash-students-recipe-live](https://automatorplugin.com/wp-content/uploads/2024/02/find-and-re-engage-inactive-learndash-students-recipe-live-1024x932.png) With this recipe, students registered in a course will receive an email reminder if they haven’t completed the specified quiz within seven (7) days of enrollment. But, as we established earlier, learning ends. Add more actions to this recipe to ensure that students remain engaged until they have completed the course—and passed with flying colors! [![send-an-email-to-a-user-actions-filtered-and-delayed](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-actions-filtered-and-delayed-832x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/send-an-email-to-a-user-actions-filtered-and-delayed.png) CRMs such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Drip**](https://automatorplugin.com/share/drip/) and [**MailPoet**](https://automatorplugin.com/share/mailpoet/) can help you keep track of users who haven’t been reading your emails. However, without Automator, these CRMs have no idea what’s happening on your LearnDash-powered elearning platform. [![hubspot-add-a-contact-to-a-static-list-actions-filtered-and-delayed](https://automatorplugin.com/wp-content/uploads/2024/02/hubspot-add-a-contact-to-a-static-list-actions-filtered-and-delayed-766x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/hubspot-add-a-contact-to-a-static-list-actions-filtered-and-delayed.png) If you prefer to manage your emails through your CRM, check out our list of [**253 integrations**](https://www.automatorplugin.com/integrations). ## **More Ways to Re-Engage Inactive LearnDash Students** The recipe that we just created will help your LearnDash students to stay on top of their course/program material in an individualized way—especially given how customizable the recipe is. However, what about the students who have already fallen behind? With Automator’s [**Loops**](https://automatorplugin.com/knowledge-base/user-loops/) feature, you can target your WordPress users in bulk. For example, with the recipe pictured below, we’re able to identify all of the users enrolled in a particular course who haven’t yet completed a specific lesson. We can then message these students in [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) and get them motivated to re-engage with their course content. [![message-inactive-learndash-students-in-bulk-recipe](https://automatorplugin.com/wp-content/uploads/2024/02/message-inactive-learndash-students-in-bulk-recipe-961x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/message-inactive-learndash-students-in-bulk-recipe.png) So far, all of the ways that we’ve chosen to re-engage with our inactive students assumes one thing: our students are still attending class. But what about the students with a poor attendance record, i.e., the students who haven’t been logging into their account. Of course, Automator can help with that too. Click the image below for a similar step-by-step walkthrough for finding and re-engaging with totally inactive WordPress users. [![re-engage-inactive-wordpress-users-featured-image](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-featured-image.png)](https://automatorplugin.com/step-by-step-find-and-re-engage-inactive-wordpress-users/) **[Re-Engage Inactive WordPress Users>>>](https://automatorplugin.com/step-by-step-find-and-re-engage-inactive-wordpress-users/)** You’ll want to upgrade your Automator license to either [**Plus**](https://www.automatorplugin.com/pricing) or [**Elite**](https://www.automatorplugin.com/pricing) in order to get your hands on the FREE [**Custom User Fields Addon**](https://automatorplugin.com/custom-user-fields-addon/). It’s not necessarily a must for getting those students back into their seats, but it will certainly make ringing the recess bell a whole lot easier. ## **Conclusion** We certainly hope that we helped you get the attention of the students in the back row—and the ones skipping out on class altogether. In this article, we covered: - how to define inactive LearnDash students, - recipes for re-engaging with inactive students individually and in bulk, - integrating LearnDash with your CRM and other favorite plugins and apps, and - more ways to get your students back into the classroom! Your students aren’t the only ones who love to learn. We’d also like to hear from you on the ways in which you prefer to engage with your LearnDash students. Drop us a line in the comments section below and we’ll be sure to get back to you—we’re definitely active! Until next time, happy automating. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** buddyboss, learndash --- ### [New integration: MailerLite](https://automatorplugin.com/new-integration-mailerlite/) **Published:** December 8, 2022 **Author:** Ryan Moore **Content:** What would a [big Uncanny Automator free release](https://automatorplugin.com/automator-4-8-ws-form-help-scout/) be without some exciting new Pro updates? Let’s hope we never find out! [Uncanny Automator Pro 4.8](https://automatorplugin.com/pricing/) is out with a new integration and over a dozen new triggers and actions. This will be our final major release of 2022, so consider this an early holiday gift with lots to keep you busy until January. ### New integration: MailerLite Before every quarter begins, we spend time planning our development priorities for Automator for that quarter. Part of this process includes reviewing feature requests, and [MailerLite](https://automatorplugin.com/integration/mailerlite/) was our #1 customer-requested integration for Q4. We’re excited to now have it available. MailerLite is a simple email marketing tool designed to grow your online business with email marketing and automations. Our initial integration adds the following actions: - Add a subscriber to a group - Create a group - Remove a specific group - Remove a subscriber from a group With these new actions, you can do things like add contacts to a group when they register for an event, create a new group when a [LearnDash](https://automatorplugin.com/integration/learndash/) group is created to map users to it, remove a subscriber from all groups when they submit a data removal request, etc. ### More for WS Form LITE Introduced in Uncanny Automator 4.8, WS Form Lite is a powerful integration with 2 extra triggers for Pro users: - A form is submitted with a specific value in a specific field - A user submits a form with a specific value in a specific field [![WS Form Lite](https://automatorplugin.com/wp-content/uploads/2022/12/WS-Form-Lite-1024x248.png)](https://automatorplugin.com/wp-content/uploads/2022/12/WS-Form-Lite.png) As with other form integrations, these are important triggers that allow you to target actions based on specific field values. When a user registers with a specific “Company” selection in a drop-down list, tag them to the associated group in [MailerLite](https://automatorplugin.com/integration/mailerlite/), [LearnDash](https://automatorplugin.com/integration/learndash/) and [BuddyBoss](https://automatorplugin.com/integration/buddyboss/). Or maybe when a user submits an urgent Help Desk request, the “urgent” selection notifies your team in [Slack](https://automatorplugin.com/integration/slack/) immediately. To get started, make sure to check out our new [Knowledge Base article](https://automatorplugin.com/knowledge-base/mailerlite/). ### Other additions Users of [LearnDash](https://automatorplugin.com/integration/learndash/) Groups, we heard you loud and clear. We added 1 new trigger and 2 new actions: - New trigger: A course is added to a group - New action: Add a course to a group - New action: Remove a course from a group We had a few tickets this month that made us pause and realize that Automator had some gaps with group management. Now we don’t! Here are some specific examples of why these additions are important: - Allow Group Leaders to add and remove courses from groups entirely on their own. - Send a mail campaign to group members when a new course is added to a group. [WordPress Multisite](https://automatorplugin.com/integration/wordpress-multisite/) users, we know, our approach to adding users to network/child sites using complicated meta values is cumbersome and confusing. That’s why Plus and Elite license holders have a new action: Add the user to a subsite (or child site, or network site, or whatever you like to call it). With this new action, it’s super each to add a user to multiple network sites. Rounding things out, [WP All Import](https://automatorplugin.com/integration/wp-all-import/) gets “An import fails” trigger, and [WPForms](https://automatorplugin.com/integration/wp-forms/) gets a trigger for “A user submits a form with a specific value in a specific field with PayPal payment”. That covers the highlights for Uncanny Automator Pro 4.8. As usual, full release details are in the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Step-by-Step: Find and Re-Engage Inactive WordPress Users](https://automatorplugin.com/step-by-step-find-and-re-engage-inactive-wordpress-users/) **Published:** November 6, 2023 **Author:** Brendan Da Costa **Content:** *Never say goodbye to your followers and friends! Re-engage your inactive WordPress users with automated email notifications from Uncanny Automator.* [![re-engage-inactive-wordpress-users-featured-image](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-featured-image.png) We don’t have to tell you: at the center of every WordPress website is a vibrant and active community. Every now and then, however, a user or two seems to fall through the digital cracks and into the vastness of cyberspace. That’s probably what brought you here. You might have noticed a drop in your overall user engagement. Or, perhaps, you haven’t heard from a specific user in a long time. Or, maybe, you have no idea who has been logging in and who hasn’t and you’d like to figure out who your most engaged users are. Regardless, you’ve come to the right place. In this step-by-step guide, we’ll show you how to find and re-engage with your inactive WordPress users with automated email notifications from [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this quick tutorial, you’ll be able to: - define how long a user must be dormant before they are considered inactive, - automatically identify and target inactive WordPress users, - integrate with your CRM and launch re-engagement campaigns, - and much more! Without further ado, let’s go get those inactive users back from cyberspace! ## Find Inactive WordPress Users with [Uncanny Automator](https://automatorplugin.com/pricing) Finding inactive WordPress users is the first step in setting up your re-engagement campaign. Now, you could go through your list of users from your WordPress Admin Dashboard, clicking on every user’s profile and checking their last login date. But that would be tedious and by the time you finished, you’d probably want to be inactive yourself. Thankfully, you can off-load that task to [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Automator is the #1 automation and integration plugin for WordPress websites. But, once we show you how to use some of its more advanced features (such as the ability to create and manipulate user meta data), it can be so much more. Using combinations of triggers and actions, you can automate workflows across your favorite apps and plugins. Additionally, Automator gives you the power to edit and manage your WordPress users in bulk. This means that you can use Automator as a marketing automation tool to run your entire re-engagement campaign. Or integrate it with your CRM—it’s entirely up to you! [![automator-pricing](https://automatorplugin.com/wp-content/uploads/2023/11/automator-pricing-1024x452.png)](https://automatorplugin.com/wp-content/uploads/2023/11/automator-pricing.png) The [**FREE forever version**](https://wordpress.org/plugins/uncanny-automator/) of Automator doesn’t have the ability to manage user meta data. As such, throughout this article, we’ll be relying on **Automator Pro – Basic** features as well as some **Pro Plus and Elite** features. Thankfully, Automator offers a **14-day money back guarantee** so you can explore cyberspace in search of your inactive WordPress users totally risk-free. [**Get your Automator Pro license so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **Send Email Notifications to Inactive WordPress Users** In this section, we’re going to show you how to set up automated email notifications for WordPress users who don’t log in after 30 days. [![re-engage-inactive-wordpress-users-recipe](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-recipe-972x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-recipe.png) Recreating the Automator recipe pictured above only takes six steps. Here’s how we did it. **Step 1: Create and Name a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) You’ll want to give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *Re-Engage Inactive Users*. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) From the drop-down list that appears, select *A user logs in to the site*. [![wordpress-trigger-a-user-logs-in-to-the-site](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-trigger-a-user-logs-in-to-the-site-1024x505.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-trigger-a-user-logs-in-to-the-site.png) Your completed trigger should look like this: [![wordpress-trigger-a-user-logs-in-to-the-site-live](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-trigger-a-user-logs-in-to-the-site-live-1024x360.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-trigger-a-user-logs-in-to-the-site-live.png) **Step 3: Configure Your First Action** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **WordPress**. From the drop-down list that appears, select *Set user meta*. [![wordpress-action-set-user-meta](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-set-user-meta-1024x504.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-set-user-meta.png) ![mascot-custom-user-fields-right (1)](https://automatorplugin.com/wp-content/uploads/2023/09/mascot-custom-user-fields-right-1.png) (Note: If you’re unfamiliar with WordPress user meta, there’s an even easier way to gather user data. Instead of working directly with user meta, you can download the **[User Fields Addon](https://automatorplugin.com/custom-user-fields-addon/)**—included with **Pro – Plus** and **Pro – Elite** licenses—to more easily create, edit and display custom fields.) This is where you can create unique user meta data to track your users’ activity with key/value pairs. In the *Key* field, enter “last\_login”. We’re going to use a *token* (i.e., dynamic data pulled from your WordPress website) for the value. To select a token, click on the **Asterisk** in the *Value* field and select *Date and time* > *Current Unix timestamp*. [![set-user-meta-last-login-current-unix-timestamp](https://automatorplugin.com/wp-content/uploads/2023/11/set-user-meta-last-login-current-unix-timestamp.gif)](https://automatorplugin.com/wp-content/uploads/2023/11/set-user-meta-last-login-current-unix-timestamp.gif) Once you’re finished, click **Save**. [![wordpress-action-set-user-meta-live](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-set-user-meta-live-1024x450.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-set-user-meta-live.png) With this action, every time a user logs in to the site, their *last\_login* meta data will update to the current date and time, represented in a Unix timestamp. **(If you’re unfamiliar with Unix time, you can** [**read our brief and informative guide here**](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/)**.)** **Step 4: Configure Your Second Action** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Emails**. [![automator integrations emails](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png) From the drop-down list that appears, select *Send an email*. Automator will present you with an editor where you can draft the email message that you would like to send to your inactive WordPress users. We’re going to use *tokens* (i.e., dynamic data pulled from your WordPress website and within recipes) to fill in the fields. In the *To* field, click on the **Asterisk** and select the *User email* token. [![user-email-token](https://automatorplugin.com/wp-content/uploads/2023/11/user-email-token.png)](https://automatorplugin.com/wp-content/uploads/2023/11/user-email-token.png) Fill in the *Subject* and *Body* fields with compelling copy to re-engage your inactive users. Don’t forget to use tokens to personalize the message. [![emails-integration-subject-and-body-fields](https://automatorplugin.com/wp-content/uploads/2023/11/emails-integration-subject-and-body-fields-766x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/11/emails-integration-subject-and-body-fields.png) Once you’ve drafted your re-engagement email, click **Save**. When you’re finished, your *Actions* panel should look like this: [![wordpress-and-emails-actions-live](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-and-emails-actions-live-1024x608.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-and-emails-actions-live-1024x608.png) **Step 5: Configure Your Filter + Delay** To get Automator to send your re-engagement email to only the users who haven’t logged in for 30 days or more, we need to add a *filter* and a *delay*. Setting up both is easy. First, hover over the *Send an email* action and click **Filter**. [![send-email-action-filter-and-delay-buttons](https://automatorplugin.com/wp-content/uploads/2023/11/send-email-action-filter-and-delay-buttons-1024x379.png)](https://automatorplugin.com/wp-content/uploads/2023/11/send-email-action-filter-and-delay-buttons.png) In Automator, *conditions* define *filters*. In this case, the *condition* we want to configure is a user’s *last\_login* meta value exceeding 30 days. To do so, in the *Condition* window that appears, select *A token meets a condition*. [![condition-a-token-meets-a-condition](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition-1024x780.png)](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition.png) The token that we’re going to define here is the difference between the current date and the date that a user last logged in. In the *Token* field, click on the **Asterisk** and select *Modifiers* > *Calculation* from the drop-down list. [![configure-the-rule-token-calculation](https://automatorplugin.com/wp-content/uploads/2023/11/configure-the-rule-token-calculation-1024x732.png)](https://automatorplugin.com/wp-content/uploads/2023/11/configure-the-rule-token-calculation.png) A *Calculation* window will appear. Click on the **Asterisk** to select the *Current Unix timestamp* token, then type the minus symbol, “-”, into the field. To select the user’s *last\_login* meta, click on the **Asterisk** once again, select *Advanced* > *User meta* from the drop-down list and enter “last\_login” into the *User meta key* field. Once you’re finished, click **Add token**. [![calculation-current-unix-timestamp-minus-user-meta-last-login](https://automatorplugin.com/wp-content/uploads/2023/11/calculation-current-unix-timestamp-minus-user-meta-last-login.gif)](https://automatorplugin.com/wp-content/uploads/2023/11/calculation-current-unix-timestamp-minus-user-meta-last-login.gif) Once you’ve returned to the *Configure the rule* window, fill out the *Criteria* and *Value* fields as follows: [![configure-the-rule-token-greater-or-equal-to-2592000](https://automatorplugin.com/wp-content/uploads/2023/11/configure-the-rule-token-greater-or-equal-to-2592000-1024x563.png)](https://automatorplugin.com/wp-content/uploads/2023/11/configure-the-rule-token-greater-or-equal-to-2592000.png) (Note: 2,592,000 represents 30 days in Unix time. If you want to specify a different period of dormancy, you can calculate that period in Unix time as follows: *number of days* \* *24* \* *60* \* *60* where “24” represents the number of hours in a day, “60” represents the number of minutes in an hour and the final “60″ represents the number of seconds in a minute.) Once you’re finished, click **Save**. Next, we’re going to set the *delay* so that Automator will only calculate the difference between the current date and the user’s *last\_login* after 30 days. Once again, hover over the *Send an email* action and click **Delay**. In the pop-up window that appears, configure the delay as follows: [![delay-30-days](https://automatorplugin.com/wp-content/uploads/2023/11/delay-30-days-1024x837.png)](https://automatorplugin.com/wp-content/uploads/2023/11/delay-30-days.png) Once you’re finished, click **Set delay**. With both the filter and the delay, your *Send an email* action should look something like this: [![send-email-action-filter-and-delay-configuration](https://automatorplugin.com/wp-content/uploads/2023/11/send-email-action-filter-and-delay-configuration-1024x684.png)](https://automatorplugin.com/wp-content/uploads/2023/11/send-email-action-filter-and-delay-configuration.png) **Step 6: Re-Engage Inactive WordPress Users!** You’re just about ready to launch into the void of cyberspace to get your WordPress users back! All that’s left for you to do is to toggle your recipe from *Draft* to *Live*. [![re-engage-inactive-wordpress-users-recipe](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-recipe-972x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-recipe.png) With this recipe, you have an automated re-engagement campaign that you can customize any which way you’d like. Better yet, Automator integrates seamlessly with the top CRM apps and plugins. Seeing as though CRMs only monitor your contacts’ email activity, not their web activity, integrating with Automator can elevate your marketing automation. [![re-engage-inactive-wordpress-users-hubspot-recipe](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-hubspot-recipe-877x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/11/re-engage-inactive-wordpress-users-hubspot-recipe.png) Integrate seamlessly with CRMs such as [**HubSpot**](https://automatorplugin.com/share/hubspot/), [**Groundhogg**](https://automatorplugin.com/share/groundhogg), [**Drip**](https://automatorplugin.com/share/drip/), [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) and [**many others**](https://www.automatorplugin.com/integrations). ## **Launch Re-Engagement Campaigns with Automator** The recipe that we’ve just created will ensure that your WordPress users don’t slip through your digital fingertips going forward. But what about the users who are already circling that distant digital black hole? Don’t worry, they’re not beyond your reach just yet. [![launch-re-engagement-campaign-recipe](https://automatorplugin.com/wp-content/uploads/2023/11/launch-re-engagement-campaign-recipe-834x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/11/launch-re-engagement-campaign-recipe.png) With the recipe pictured above, we’re able to immediately launch a [**FluentCRM**](https://automatorplugin.com/share/fluentcrm/) re-engagement campaign for any of our users who haven’t completed an introductory course associated with one of our [**LearnDash**](https://automatorplugin.com/share/learndash) groups. **Step 1: Create and Name a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone*. We’ve named this recipe *Launch Re-Engagement Campaign*. **Step 2: Configure Your Trigger(s)** Unlike with other automations, we want this recipe to run immediately. From the menu of available integrations, select **Run now** and *Trigger recipe manually*. **Step 3: Configure Your User Loop** In the *Actions* panel, click **Add** and select *User loop*. Within the loop, click **Add action**. [![user-loop-add-action](https://automatorplugin.com/wp-content/uploads/2023/11/user-loop-add-action-1024x426.png)](https://automatorplugin.com/wp-content/uploads/2023/11/user-loop-add-action.png) From the menu of available integrations, select your preferred CRM. Depending on the CRM integration you’ve selected and how you choose to segment your contacts, you can tag the user or add them to a list. Regardless, fill in the *Email* field using the *User email* token. [![user-email-token-crm-integration](https://automatorplugin.com/wp-content/uploads/2023/11/user-email-token-crm-integration-812x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/11/user-email-token-crm-integration.png) Once you’re finished, click **Save**. Your *Loop* panel should look something like this: [![user-loop-fluent-crm-action](https://automatorplugin.com/wp-content/uploads/2023/11/user-loop-fluent-crm-action-1024x648.png)](https://automatorplugin.com/wp-content/uploads/2023/11/user-loop-fluent-crm-action.png) **Step 4: Add Filter(s)** We only want to launch our re-engagement campaign for our inactive WordPress users. But, without a last login date, we’ll have to come up with another way to define inactivity. For this example, we’re defining inactive users as those who haven’t completed the introductory course associated with one of our LearnDash groups. To add this filter, hover over the CRM action and click **Filter**. In the *Condition* window that appears, select *LearnDash* > *The user has not completed a course* and select the course associated with the LearnDash group. [![learndash-filter-user-has-not-completed-a-course](https://automatorplugin.com/wp-content/uploads/2023/11/learndash-filter-user-has-not-completed-a-course.gif)](https://automatorplugin.com/wp-content/uploads/2023/11/learndash-filter-user-has-not-completed-a-course.gif) When you’re finished, click **Save filter**. Repeat the same step to add any additional filters that suit your re-engagement campaign. Lastly, click **Any** and select **All** from the drop-down list. [![run-if-all-conditions-are-met](https://automatorplugin.com/wp-content/uploads/2023/11/run-if-all-conditions-are-met.gif)](https://automatorplugin.com/wp-content/uploads/2023/11/run-if-all-conditions-are-met.gif) **Step 5: Get Your Inactive WordPress Users Back!** All that’s left for you to do is click **Run now** and watch as Automator pulls your inactive WordPress users back from the event horizon of that black hole! ## **Stay Active, Keep Automating** With powerful marketing automations like these, you’ll never have to say goodbye to your WordPress users again. And, with [**253** **integrations**](https://www.automatorplugin.com/integrations) and many more on the way, you can keep in touch with your users however you choose. Want to know more about marketing automation and re-engaging with your inactive WordPress users? Drop us a line in the comments section below and we’ll get right back to you—we’re very active automators! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** fluentcrm, hubspot, learndash, run now, wordpress core --- ### [How to Connect Gravity Forms to Google Sheets](https://automatorplugin.com/how-to-connect-gravity-forms-to-google-sheets/) **Published:** February 9, 2024 **Author:** Brendan Da Costa **Content:** *Automatically send Gravity Forms submissions to Google Sheets. Create a seamless Gravity Forms + Google Sheets integration with Uncanny Automator.* [![connect-gravity-forms-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-google-sheets-featured-image.jpg) Are you looking for a way to connect [**Gravity Forms**](https://automatorplugin.com/share/gravityforms) to [**Google Sheets**](https://automatorplugin.com/share/google/)? Well, we certainly hope so! Whether you want to analyze form submissions, share them with the whole team or just create backups, you’ve found the perfect solution. [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the best tool for creating a seamless Gravity Forms + Google Sheets integration, and by the end of this brief guide, we’ll prove to you why that’s true. In this article, we’ll show you how to: - connect Gravity Forms to Google Sheets, - store form submission data in Google Sheets and, - integrate Gravity Forms with [**253** **more integrations**](https://www.automatorplugin.com/integrations)! Without further ado, let’s start defying gravity! ## **Introduction** In this guide, we’re going to take you through the steps of connecting Gravity Forms to Google Sheets with Uncanny Automator. But, before we get to the gravity defying part of this integration, let’s take a closer look at the plugins and apps involved. ### [Gravity Forms](https://automatorplugin.com/share/gravityforms) As it is, already, one of the leading form-building plugins for WordPress websites, we probably don’t have to sell you on Gravity Forms. But there are some powerful features in this out-of-this-world plugin that are worth highlighting. [![gravity forms homepage](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-homepage-1024x552.png)](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-homepage.png) Whether you want to enhance a simple contact form, process payments or collect donations, survey your customers or receive files, Gravity Forms is the plugin you’re looking for. This powerful data capture tool is [packed with features](https://www.gravityforms.com/features/) such as pagination and conditional logic that are guaranteed to take your WordPress business into the stratosphere. In case you haven’t already, [**grab your Gravity Forms license now so your business can take-off.>>>**](https://automatorplugin.com/share/gravityforms) ### [Uncanny Automator](https://automatorplugin.com/pricing) If you ever find yourself wondering, “How do I connect this plugin to the other one?” just think of Uncanny Automator. As the #1 WordPress automation and integration tool, Automator connects all of your favorite apps and plugins, creating seamlessly automated workflows in the process. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Features such as filters and loops allow you to create powerful automations to execute repetitive tasks with the click of a button. Additionally, Automator puts your website’s data at your fingertips in the form of *tokens*, allowing you to create fully customizable and responsive integrations. Unlike other integration tools out there, Automator doesn’t charge per-automation fees. This means that you can send as many form submissions to Google Sheets as you want without incurring additional costs. Before we continue, [**make sure to grab an Automator Pro license so you can follow along.>>>**](https://www.automatorplugin.com/pricing) (Alternatively, [download the **free forever** version of Automator](https://wordpress.org/plugins/uncanny-automator/) and register your account for a limited number of app credits. You’ll need those credits to connect your WordPress website to your Google account.) ### [Google Sheets](https://automatorplugin.com/share/google) Given the ubiquity of Google apps, Google Sheets probably doesn’t need an introduction. However, most WordPress businesses don’t realize that, with the right tools (such as Automator), they can harness the power of Google Sheets to improve their website and workflows. [![google-sheets-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage-1024x1005.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage.png) Whether you’re looking to manage your [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) inventory across multiple websites or simply trying to keep an external list of users, Google Sheets can help you. By connecting Gravity Forms to Google Sheets with Automator, you can perform sentiment analysis, collect subscription data in real-time, collaborate with the whole team and much more! If you don’t already have a Google account dedicated to your WordPress website, [**register for a free account now.>>>**](https://automatorplugin.com/share/google/) ## **Connect Gravity Forms to Google Sheets** Now that you have everything you need, it’s time to connect Gravity Forms to Google Sheets. We’ll start off with a simple example of an Automator *recipe* (i.e. a combination of triggers and actions) then give you some ideas for more advanced integrations. [![connect-gravity-forms-to-google-sheets-registration-form](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-registration-form-1024x587.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-registration-form.png) In the recipe pictured above, we’re able to send form data to Google Sheets every time someone submits our registration form, whether a registered user on our website or not. In the next five steps we’ll show you how to recreate this simple recipe. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png) If you only want to capture form submissions from registered users on your website, simply select *Logged-in users* instead. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Connect Gravity Forms to Google Sheets: Registration Form”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Gravity Forms**. [![automator gravity forms integration](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png) From the drop-down list that appears, select *A form is submitted*. [![gravity-forms-trigger-a-form-is-submitted](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-trigger-a-form-is-submitted-1024x504.png)](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-trigger-a-form-is-submitted.png) Automator will prompt you to select one of your forms. Once you’ve selected a form, click **Save**. Your *Trigger* panel should look something like this: [![gravity-forms-trigger-a-form-is-submitted-live](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-trigger-a-form-is-submitted-live-1024x344.png)](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-trigger-a-form-is-submitted-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Google Sheets** from the menu of available integrations. [![automator-google-sheets-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png) (Note: If you have not already connected your Google account, Automator will prompt you to do so. Click **Connect account** in the pop-up window and follow the instructions.) [![automator-connect-google-account-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets.png) Once you have connected your account, return to the recipe editor and select *Create a row* from the drop-down list that appears. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-1024x307.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet.png) Automator will prompt you to select the *Drive*, *Spreadsheet* and specific *Worksheet* where you would like to store your Gravity Form submissions. Once you’ve selected the worksheet, click **Get columns**. [![google-sheets-get-columns-gravity-forms-registration-form-worksheet](https://automatorplugin.com/wp-content/uploads/2024/02/google-sheets-get-columns-gravity-forms-registration-form-worksheet.gif)](https://automatorplugin.com/wp-content/uploads/2024/02/google-sheets-get-columns-gravity-forms-registration-form-worksheet.gif) Automator will return the first value in each column (presumably, the column header/title) in the *Column* fields. We have configured each column in our selected worksheet to correspond to a field from our Gravity Forms registration form, in addition to a “Date and Time” column. Using *tokens* (i.e. dynamic data from your WordPress website and from within recipes), we can then populate the *Value* fields with the data that people entered in our registration form. To select a token, click on the **Asterisk**. From the drop-down list that appears, select the token that corresponds to the column. For example, we have selected the *Name (Prefix)* token from our Gravity Forms trigger that corresponds to the “Name (Prefix)” column in our Google Sheets worksheet. [![gravity-forms-name-prefix-token](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-name-prefix-token-1024x1010.png)](https://automatorplugin.com/wp-content/uploads/2024/02/gravity-forms-name-prefix-token.png) Fill in the remaining *Value* fields with your desired tokens. When you’re finished, click **Save**. Your completed action should look like this: [![google-sheets-action-create-a-row-in-a-google-sheet-live](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live-1024x442.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live.png) **Step 5: Go Live and Defy Gravity!** You’re just about ready to complete your first Gravity Forms + Google Sheets integration. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. [![connect-gravity-forms-to-google-sheets-registration-form-live](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-registration-form-live-1024x587.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-registration-form-live.png) That’s it! You’ve just connected Gravity Forms to Google Sheets. But this was just a simple example. Let’s see what you can do with some of Automator’s more advanced features. ## **More Ways to Connect Gravity Forms to Google Sheets** Now that you have the basics down, you can start to explore some of Automator’s more advanced features such as [filters](https://automatorplugin.com/knowledge-base/action-filters-conditions/), [calculations](https://automatorplugin.com/knowledge-base/calculations-math-equations/) and [delays](https://automatorplugin.com/knowledge-base/scheduled-actions/) to further customize your integrations. For example, using filters, we’re able to automatically sort our form submissions into different worksheets based on what users entered into the form fields. [![connect-gravity-forms-to-google-sheets-event-registration](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-event-registration-846x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-event-registration.png) A recipe like the one pictured above helps us to keep our form data organized without requiring us to spend hours sorting through it all. Further, if you upgrade to an [**Automator Plus or Elite**](https://www.automatorplugin.com/pricing) license, you’ll get the [**Custom User Fields Addon**](https://automatorplugin.com/introducing-the-custom-user-fields-addon/) for **FREE**, unlocking a whole new world of data collection possibilities. For example, in the recipe pictured below, we’re able to use the Custom User Fields Addon to keep track of our users’ total lifetime donations before updating that value in Google Sheets. [![connect-gravity-forms-to-google-sheets-donations](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-donations-1024x877.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-gravity-forms-to-google-sheets-donations.png) Keep exploring more of Automator’s advanced features to customize your Gravity Forms + Google Sheets integration. ## **Conclusion** In this guide, we showed you how to: - connect Gravity Forms to Google Sheets with Uncanny Automator, - securely store Gravity Forms data in Google Sheets and, - customize your Gravity Forms + Google Sheets integration. We hope you feel like you’re ready to defy gravity with Automator’s help! But, if you still have any questions, feel free to drop us a line in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** google sheets, gravity forms --- ### [Introducing the Restrict Content Addon](https://automatorplugin.com/introducing-the-restrict-content-addon/) **Published:** November 24, 2023 **Author:** Ryan Moore **Content:** At Uncanny Owl, our team works hard to understand what people are doing with Automator and to find new ways where we can add value. Certainly adding more and more [integrations](https://automatorplugin.com/integrations/) is one way we can do that; another way is adding features, like [User Loops](https://automatorplugin.com/knowledge-base/user-loops/) and [scheduling](https://automatorplugin.com/knowledge-base/scheduled-actions/). Another way to add value is to identify areas where perhaps Automator itself isn’t the right fit, but where a complementary addon can help a lot of people. That’s what we did in September with the [Custom User Fields addon](https://automatorplugin.com/custom-user-fields-addon/). Custom User Fields (CUF) helped to address a gap that kept coming up in Automator support tickets: Is there an easier way to add profile fields and work with user meta? For many of those users, ACF might have been overkill, or proprietary solutions (like xProfile data in BuddyPress) offered limited compatibility. CUF has already seen a lot of usage from customers and provided a simple way to add text fields to profiles. ### The Restrict Content Addon A popular topic in Automator tickets is how best to restrict content on a site, whether it’s at the post level or content inside a post. Is a membership plugin the best choice, and if so, which one? Should a site use a CRM? Is there a free solution, or something that works well with Automator? And what about keeping it simple and straightforward? That’s where the new[ Restrict Content Addon](https://automatorplugin.com/restrict-content-addon/) for Uncanny Automator comes in. With it, you can: - Create and manage access levels - Protect content at the post level by role, by access level or by profile data - Use shortcodes and block settings to conditionally show content - Manage user access levels with Automator recipes and from the edit user page And that’s really it; the plugin just covers the basics. There is no ecommerce, there are no reports or analytics, it doesn’t have its own form or registration system—it is not intended to be a full-blown membership plugin. It just handles content restrictions, it does it well, and it’s very simple to use. (But, as it’s tightly integrated with Automator, certainly you can turn it into a powerful membership solution with the right plugins.) ### Access levels The [Restrict Content addon](https://automatorplugin.com/restrict-content-addon/) is based around the concept of “access levels”. Think of them as membership levels, groups, even roles. Here’s what it looks like when you add new access levels: [![WordPress Access Levels](https://automatorplugin.com/wp-content/uploads/2023/11/WordPress-Access-Levels-1024x422.png)](https://automatorplugin.com/wp-content/uploads/2023/11/WordPress-Access-Levels.png) As you can see, it’s *really* simple. You add an access level, the addon offers a shortcode to use for content restrictions, then you can edit and delete access levels. That’s it. And when access levels are added, we automatically add them to user edit pages in /wp-admin/. If users have an access level, it’s checked, and if they don’t, it’s unchecked. ### Shortcode-level controls In the access level screenshot above you could see that a shortcode was automatically populated in the *Shortcode* column. Here’s an example of that shortcode: Content to show Just add the shortcode to a page or post to create a section for restricted content. In the above example, just put whatever you want to limit to that access level in the “Content to show” section. It could be another shortcode, text, video, whatever you want. Whatever is between the two shortcodes above only gets shown to users with that access level. ### Post-level controls The Restrict Content addon for Automator makes it easy to limit pages and posts to users with certain roles, access levels, or even Custom user field records (yes, there’s a tight integration with our [Custom User Fields addon](https://automatorplugin.com/custom-user-fields-addon/), as well as Automator itself). An image of the metabox is shown here. ![Restrict WordPress Pages & Posts](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-WordPress-Pages-Posts.png) Once you choose to restrict content to logged in users only, you can choose what roles and/or what access levels can view the content. If access is denied because the user doesn’t meet the criteria, a message is shown by default, or you can redirect the user to a specific URL, a post or a page. If you have the Custom User Fields plugin active, you can also add user field restrictions to the page or post. Users with *any* of the fields specified will be able to access the page or post. You can add as many or as few fields and values as you need. Post-level controls are available both for the block editor and Gutenberg as well as in the Classic Editor (and other builders that support either of these). ### Block-level controls Blocks are where things get *really* interesting and powerful for the Restrict Content plugin. We add the following icon to the block editor: [![Restrict Block Access](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-Block-Access.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-Block-Access.png) When that’s enabled, and you choose a block, you’ll see new block-level controls that let you control who can see that specific block. Once again, you’ll have options to restrict the content by role, access level and custom user fields. If the user doesn’t meet the criteria to view the block and its content, we can simply hide the block from that user. ### Tight Uncanny Automator integration As the [Restrict Content plugin](https://automatorplugin.com/restrict-content-addon/) is an addon for Automator, you can of course expect support for access levels throughout Automator. That includes: - New triggers for “A user is removed from an access level” and “A user is added to an access level”. - New actions to “Remove the user from an access level” and “Add the user to an access level”. - New conditions for actions to check if the user is in an access level or not in an access level. - New loop filters for users being in or not in an access level. - New global tokens to use access level data in recipes. So, yes, you could build your own full-fledged membership system with this support and any of the ecommerce plugins we integrate with. Maybe when a user buys a Woo subscription they get added to an access level, which in turn unlocks content for them, and if they cancel the subscription then the access level is removed automatically. Or maybe when users get added to an access level then they get a series of onboarding emails. ### Free for Plus and Elite customers The Restrict Content addon is available exclusively to Automator Pro [Plus and Elite](https://automatorplugin.com/pricing/) annual customers at no extra cost. With the shortcodes, block controls, metaboxes and more, it made sense to make this an independent plugin. It’s also an optional tool that may or may not be a fit for Automator sites. If you’re an Automator customer with a Plus or Elite annual license, you can download the plugin zip file from inside your account on the [Downloads](https://automatorplugin.com/my-account/downloads/) page. ### Get started now There’s a lot in the 1.0 release of the Restrict Content plugin, so make sure to check out our new [Knowledge Base articles](https://automatorplugin.com/article-categories/restrict-content-addon/). We hope you find the new addon useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Use Advanced Custom Fields with Uncanny Automator](https://automatorplugin.com/how-to-use-advanced-custom-fields-with-uncanny-automator/) **Published:** January 23, 2024 **Author:** Brendan Da Costa **Content:** *Get the most out of the Advanced Custom Fields plugin with Uncanny Automator and unlock a whole world of WordPress possibilities.* [![use-advanced-custom-fields-with-automator-featured-image](https://automatorplugin.com/wp-content/uploads/2024/01/use-advanced-custom-fields-with-automator-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/01/use-advanced-custom-fields-with-automator-featured-image.jpg) We probably don’t have to tell you: [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) is a great, user-friendly plugin for any WordPress website to have. From configuring product variations to defining member profiles, ACF is one of those all-purpose plugins that can expand the functionality of WordPress websites. However, as great as ACF is at creating custom fields, you could probably use some help in managing those fields. That’s where [**Uncanny Automator**](https://www.automatorplugin.com/pricing) comes in. By combining the power of Automator with the versatility of ACF, you can gain control of your WordPress metadata and unlock a world of possibilities. Integrating ACF and Automator is a lot simpler than you might think (especially with the [**Custom User Fields Addon**](https://automatorplugin.com/introducing-the-custom-user-fields-addon/)). So, without further ado, let’s get started! ## **Introduction** Whether you’re an experienced WordPress developer or business owner, taking control of your website’s metadata will greatly expand your website’s functionality. And, ultimately, improve your end users’ experience. That’s precisely what this article will help you do. In this guide, we’ll: - explain Advanced Custom Fields meta keys, - show you how to use ACF meta keys in Uncanny Automator recipes and, - introduce you to the [**Custom User Fields Addon**](https://automatorplugin.com/introducing-the-custom-user-fields-addon/) for Uncanny Automator. By the end of this article, we’re confident that you’ll be a WordPress wizard when it comes to managing your custom fields. You’ll just need the right tools for the job. ## Understanding [Advanced Custom Fields](https://automatorplugin.com/share/advancedcustomfields/) Meta Keys The first step in unlocking the full potential of a plugin like [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) is understanding how ACF stores meta keys. ACF employs a simple rule for storing both user and post type meta fields. In short, whether you’re creating a custom field for users or posts, ACF will store the meta key for that field as follows: - lower case letters - spaces replaced with an underscore “\_” (option to replace with a dash “-”) By default, ACF will use underscores “\_” for both user and post fields and dashes “-” for new post types. Let’s take a look at an example for an events directory website. First, in creating the new post type “Corporate Events”, we can see that ACF automatically stored the meta key for this post type as “corporate-event”. [![advanced-custom-fields-corporate-events-post-type](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-custom-fields-corporate-events-post-type.gif)](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-custom-fields-corporate-events-post-type.gif) We added the custom post field “Event Organizer” to our new post type. ACF automatically stored the meta key for this post field as “event\_organizer”. [![advanced-custom-fields-event-organizer-post-field](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-custom-fields-event-organizer-post-field.gif)](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-custom-fields-event-organizer-post-field.gif) Similarly, we added the new user fields, “Job Title” and “Events Hosted”. ACF will store the values for these fields under the keys “job\_title” and “events\_hosted” respectively. [![advanced-custom-fields-user-meta-events-hosted-and-job-title](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-custom-fields-user-meta-events-hosted-and-job-title-1024x272.png)](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-custom-fields-user-meta-events-hosted-and-job-title.png) ACF allows for limited customization of custom field keys. However, if you choose to customize your meta keys, it’s always best to have a well-defined naming convention to follow. Throughout this guide, we will simply use ACF’s default meta keys as they are easy to remember and align with WordPress standards. ## **Using Advanced Custom Fields with Automator** Now that we know how ACF stores new user and post fields, we can begin to use these fields in Automator recipes to manage our website’s metadata. Returning to our example of an events directory website, let’s take a look at how simple managing ACF plugin custom fields is with Automator. [![events-hosted-user-meta-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/events-hosted-user-meta-recipe-1024x863.png)](https://automatorplugin.com/wp-content/uploads/2024/01/events-hosted-user-meta-recipe.png) In the recipe pictured above, we’re able to automatically update the custom field that we created to keep track of the number of events that our organizers are planning. Let’s take a look at how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe *ACF Events Hosted User Meta*. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. From the drop-down list that appears, select *A user publishes a post*. Automator will prompt you to select a post type. Select the *Corporate Events* post type or **any custom post type that you created with Advanced Custom Fields**. [![automator-acf-integration-custom-post-type](https://automatorplugin.com/wp-content/uploads/2024/01/automator-acf-integration-custom-post-type-1024x513.png)](https://automatorplugin.com/wp-content/uploads/2024/01/automator-acf-integration-custom-post-type.png) Click **Save**. **Step 4: Configure Your Action(s) and Manage Your Custom Field(s)** In the *Actions* panel, click **Add action** and select **WordPress** from the menu of available integrations. From the drop-down list that appears, select *Set user meta*. [![wordpress-action-set-user-meta](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-set-user-meta-1024x504.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-action-set-user-meta.png) Automator will present you with a form that has *Key* and *Value* fields that represent the user meta we want to set. Now that we know how ACF stores the custom fields that we create, Automator allows us to easily target these fields using the keys. In the *Key* field, type “events\_hosted” or whichever user meta field you want to target. Next, to populate the *Value* field, we’re going to use an Automator feature called *Calculations* to manipulate the value that corresponds to the key we entered. We’re going to do this using a *token* (i.e., dynamic data pulled from your WordPress website and even from within recipes). In the *Value* field, click on the **Asterisk** and select *Modifiers* > *Calculation*. [![value-field-modifiers-calculation](https://automatorplugin.com/wp-content/uploads/2024/01/value-field-modifiers-calculation-1024x882.png)](https://automatorplugin.com/wp-content/uploads/2024/01/value-field-modifiers-calculation.png) Automator will open up a *Calculation* window. In the *Formula* field, simply click the **Asterisk**, select *Advanced* > *User meta* and enter “events\_hosted” (or whichever custom field you created). This will tell Automator to retrieve the value associated with that user meta key. Next, enter the formula you want to perform on the meta value. [![user-meta-events-hosted-calculation](https://automatorplugin.com/wp-content/uploads/2024/01/user-meta-events-hosted-calculation.gif)](https://automatorplugin.com/wp-content/uploads/2024/01/user-meta-events-hosted-calculation.gif) When you’re finished, click **Add token**. Automator will return you to the *Actions* panel. Click **Save**. **Step 5: Go Live and Customize!** All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. [![events-hosted-user-meta-recipe-live](https://automatorplugin.com/wp-content/uploads/2024/01/events-hosted-user-meta-recipe-live-1024x863.png)](https://automatorplugin.com/wp-content/uploads/2024/01/events-hosted-user-meta-recipe-live.png) That’s how simple it is to manage your Advanced Custom Fields metadata with Automator! **But you might be asking yourself: “What about managing post meta?”** Whether you want to edit custom user fields or custom post fields, the same rules apply. If you still have questions about using metadata in Automator recipes, check out our guides on [**post meta tokens**](https://automatorplugin.com/knowledge-base/post-meta-tokens/) and [**user meta tokens**](https://automatorplugin.com/knowledge-base/user-meta-tokens/) respectively. ## **Using Advanced Custom Fields with Automator Filters** Once you’ve gotten the hang of incorporating ACF metadata into your recipes’ triggers and actions, you can take on more advanced recipes. For example, by incorporating ACF metadata into Automator filters, you can greatly expand the functionality of your WordPress website and improve user engagement. Returning to our events directory website, we want to reward our active event organizers to encourage greater engagement and expand the offerings to our end users. [![active-events-host-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/active-events-host-recipe-1024x923.png)](https://automatorplugin.com/wp-content/uploads/2024/01/active-events-host-recipe.png) In the recipe pictured above, we’ve added an action with a filter to reward the event organizers whose *Events Hosted* metadata reaches the value “10” with store credit. Let’s take a quick look at how we incorporated ACF metadata into this Automator filter. To add a filter to any action, simply hover over it and click **Filter**. [![advanced-coupons-action-filter](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-coupons-action-filter-1024x569.png)](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-coupons-action-filter.png) In the pop-up window that appears, select *A token meets a condition*. Automator will present you with another window where you can configure the rule that will define the condition. In the *Token* field, click the **Asterisk** and select *Advanced* > *User meta*. Automator will present you with a window to enter the user meta key (“events\_hosted”). After entering the key, click **Add token** then set the *Criteria* and *Value*. When you’re finished, click **Save**. [![advanced-coupons-action-filter-user-meta-is-10](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-coupons-action-filter-user-meta-is-10.gif)](https://automatorplugin.com/wp-content/uploads/2024/01/advanced-coupons-action-filter-user-meta-is-10.gif) Now, whenever one of our event organizers reaches the threshold of “10” events, they will receive store credit. We can also tie these custom fields into a CRM such as **ActiveCampaign** to better target our organizers and end users. ## **Bulk Edit ACF Posts and Fields with Automator** There are still more ways to use Automator to manage your Advanced Custom Fields unique post types and user meta. One of the primary advantages is the ability to manage these custom fields in bulk. For example, what if we wanted to change the “Event Organizer” field for all or some of our “Corporate Events” unique post types? Using the Automator *Loops* feature, we can easily edit dozens (or even hundreds and thousands) of ACF post fields at the click of a button. [![change-event-organizer-post-meta](https://automatorplugin.com/wp-content/uploads/2024/01/change-event-organizer-post-meta-1024x892.png)](https://automatorplugin.com/wp-content/uploads/2024/01/change-event-organizer-post-meta.png) In the recipe pictured above, we’re able to change every “Corporate Event” post whose “Event Organizer” field has the value “Jane Doe” to “John Doe”. Want to know more about editing your WordPress posts and users in bulk? [Read our nifty guide here>>>.](https://automatorplugin.com/the-best-way-to-bulk-edit-wordpress-posts/) ## ACF + [Custom User Fields Addon](https://automatorplugin.com/introducing-the-custom-user-fields-addon/) for Automator What if you have hundreds—or even thousands—of custom fields to manage? Unless you have an eidetic memory then you would probably have difficulty keeping track of that many meta keys. Fortunately, for those of us without perfect recall, there’s the [**Custom User Fields Addon**](https://automatorplugin.com/introducing-the-custom-user-fields-addon/) for Automator. [![mascot-custom-user-fields-right (1)](https://automatorplugin.com/wp-content/uploads/2023/09/mascot-custom-user-fields-right-1.png)](https://automatorplugin.com/wp-content/uploads/2023/09/mascot-custom-user-fields-right-1.png) The CUF Addon takes the power of WordPress user meta out of MySQL and puts it directly into your hands—without the risk of crashing your website! Create a unique user field with the click of a button, manage it on the backend with recipes and display it on the frontend with shortcodes. Most importantly, you can map these customizable fields onto your existing ACF fields to make them even easier to manage! No messy code, no phpMyAdmin. The Custom User Fields Addon is included for **FREE** with Uncanny Automator **Plus and Elite** licenses, making it a great deal for WordPress developers and businesses with multiple websites. [**Get your Automator Plus or Elite license to get the CUF Addon for FREE.>>>**](https://www.automatorplugin.com/pricing) ## **Mapping ACF Meta Keys Onto Custom User Fields** By now, we’re pretty confident that you have a good understanding of ACF meta key names and conventions. As such, you can easily connect or map your ACF fields onto the ones you create with Automator’s Custom User Fields Addon. From your WordPress Admin Dashboard, navigate to *Automator* > *Settings*. Click on the **Addons** tab and select **Custom user fields** from the list on the left-hand side. [![uncanny-automator-custom-user-fields-addon-page](https://automatorplugin.com/wp-content/uploads/2024/01/uncanny-automator-custom-user-fields-addon-page-1024x435.png)](https://automatorplugin.com/wp-content/uploads/2024/01/uncanny-automator-custom-user-fields-addon-page.png) By default, Automator will create the meta key following the convention: - every meta key will begin with “uacuf\_” - spaces replaced with an underscore “\_” As you can see, apart from the beginning of the meta key, this naming convention is very similar to the convention employed by ACF. As such, mapping these newly created fields onto one another is quite simple. Returning to our events directory website example, we had created the user fields “Job Title” and “Events Hosted”. To map these ACF fields onto CUF fields, simply click **Add field**. In the pop-up window that appears, name the field “Job Title”. Toggle **Use custom meta key** to “Yes” then simply remove the “uacuf\_” from the beginning of the meta key. Click **Save**. [![custom-user-fields-addon-job-title-custom-meta-key](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-addon-job-title-custom-meta-key.gif)](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-addon-job-title-custom-meta-key.gif) That’s it! Repeat the process for the “Events Hosted” field and any other custom user fields that you created in ACF. Your WordPress website and any plugins and/or apps that interact with your user meta will recognize these CUF and ACF fields as the same thing. [![custom-user-fields-addon-job-title-and-events-hosted-fields](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-addon-job-title-and-events-hosted-fields-1024x471.png)](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-addon-job-title-and-events-hosted-fields.png) Now comes the fun part. Let’s recreate our *ACF Events Hosted User Meta* recipe using the Custom User Fields Addon to see how much easier it will be. **Steps 1-3: Create and Name a New Recipe and Configure Your Trigger(s)** Follow the same steps as before. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Custom User Fields** from the menu of available integrations. [![custom-user-fields-integration](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-integration.png) From the drop-down list that appears, select *Update the user’s custom user field to a value*. [![cuf-action-update-users-custom-user-field-to-a-value](https://automatorplugin.com/wp-content/uploads/2024/01/cuf-action-update-users-custom-user-field-to-a-value-1024x312.png)](https://automatorplugin.com/wp-content/uploads/2024/01/cuf-action-update-users-custom-user-field-to-a-value-1024x312.png) In the field labeled *Custom user field*, select “Events Hosted” from the drop-down list. Once again, we’re going to use the *Calculation* feature to populate the *Value* field. However, because we’re working with the CUF Addon, we won’t need to remember the meta key. In the *Value* field, click on the **Asterisk** and select *Modifiers* > *Calculation*. In the *Formula* field, click the **Asterisk** and simply select the *Events Hosted* token then enter the rest of the formula. [![custom-user-fields-events-hosted-calculation](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-events-hosted-calculation.gif)](https://automatorplugin.com/wp-content/uploads/2024/01/custom-user-fields-events-hosted-calculation.gif) When you’re finished, click **Add token**. Automator will return you to the *Actions* panel. Click **Save**. **Step 5: Go Live!** Just as before, toggle your recipe from *Draft* to *Live*. [![events-hosted-custom-user-fields-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/events-hosted-custom-user-fields-recipe-1024x618.png)](https://automatorplugin.com/wp-content/uploads/2024/01/events-hosted-custom-user-fields-recipe.png) As you can see, managing your ACF metadata with Automator is easy. But it’s even easier with the Custom User Fields Addon! ## **Conclusion** We’re confident that you now have all of the tools you need to unlock the full potential of the Advanced Custom Fields plugin. In this post, we’ve: - explained how Advanced Custom Fields meta keys work, - demonstrated using ACF in Automator recipes, - shown you how to use the Custom User Fields Addon - walked you through mapping ACF fields onto CUF fields - demonstrated ACF and CUF working together and, - unlocked a whole wide world of WordPress wonders! What we covered here really was just the beginning of the powerful integration between ACF and Automator. If you’re not totally confident in using Automator and the Customer User Fields Addon to manage your Advanced Custom Fields post types and user fields, drop us a line in the comments section below. Until then, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins **Tags:** advanced custom fields --- ### [How to Connect Multiple WordPress Websites Together](https://automatorplugin.com/connect-multiple-wordpress-sites-together/) **Published:** May 6, 2020 **Author:** Mark Chaves **Content:** *Connect ecommerce, elearning, membership and other WordPress sites together in minutes using simple Uncanny Automator recipes.* Do you have multiple WordPress websites that you want to connect together? Maybe you have an ecommerce website that you want to connect to your LMS. Or, maybe you have multiple sites for different regions but want to keep one cohesive online ecosystem. Whatever your reason, you’ve landed on the right page. In this simple step-by-step guide, we’ll walk you through connecting two (or more) WordPress websites together using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this article, you’ll be able to: - connect as many WordPress website together as you want, - choose the information that you want to share across websites, - automate the integration of multiple WordPress websites, apps and plugins, and, - have a ton of fun in the process! Now, without further ado, let’s divide and conquer then connect and automate! ## **Why Have Multiple WordPress Websites** Having more than one website to support your business goals has several advantages. **1. Target Different Audiences and Markets** Your business may operate across multiple niches or serve diverse customer segments. Creating separate websites allows you to tailor the content, design, and marketing strategies to better resonate with each specific audience or market. **2. Differentiate Your Products and Services** One benefit of using multiple sites is that you can better group or segment your products and services based on your customers’ demands. If you have a wide range of products or services that appeal to distinct customer groups, having separate websites for each product line or service category can help highlight the unique features and benefits of each offering. **3. Localize Your Operations and Marketing** If your business operates in different regions or countries, having multiple WordPress websites allows you to address cultural and linguistic differences. Your localized websites can provide content in the native language, showcase region-specific offerings, and adhere to local business practices. **4. Diversify Your Brand** If your business has multiple brands, having multiple WordPress websites can help you build and reinforce brand identity and strengthen your market positioning. Creating separate websites for each brand helps maintain brand consistency and enables targeted marketing efforts. **5. Streamline Your Operations + Improve Security** Having two or more WordPress websites can help you streamline your operations and keep each site lean, fast, focused and secure. Spreading your operations out across multiple sites allows you to streamline your workflows and create a more secure online ecosystem. We can’t really think of any disadvantages to having multiple WordPress websites. Certainly, if one is good, then more must be better! Nevertheless, you might be thinking that more websites means more headaches.And if it wasn’t for [**Uncanny Automator**](https://www.automatorplugin.com/pricing), then we’d probably say that you’re right. ## Introduction to [Uncanny Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration plugin for WordPress websites. With **253 integrations** and more on the way all of the time, Automator can create seamless workflows between all of your favorite apps and plugins. More importantly, however, Automator can create seamless site-to-site integrations! [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Using simple, click-and-play combinations of triggers and actions, Automator allows you to connect as many WordPress websites together as you desire. Because we’ll need to have Automator Pro features on all of the websites that we’re seeking to connect, an **Automator Elite** license (with 50 sites) offers the best value. [**Grab your Automator Plus or Elite license so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **Why Connect WordPress Websites with Uncanny Automator** If you’re already connecting multiple WordPress sites together, you might ask, “Why not use **Zapier** or another automation app or plugin?” We could give you an endless list of uncanny reasons why Uncanny Automator is the best option for connecting WordPress websites together. But we have a tutorial to get to so here are just three major advantages of using Uncanny Automator over other integration tools: **Data security:** With Automator, your data never goes through a third-party service. This means that your data and customers’ data is more secure in the capable hands of Automator’s U-Bot. **Cost savings:** As compared to other integration tools, there is no per-automation cost with Automator. Say goodbye to complicated pricing tables, hidden fees, and service cut-offs. Create as many recipes as you want and run them as many times as you need without incurring any charges! **Flexible and scalable:** Uncanny Automator is the only plugin that can create fully customizable integrations between **[253 integrations](https://automatorplugin.com/integrations)** such as **[Zoom](https://automatorplugin.com/share/zoom/)**, **[BuddyBoss](https://automatorplugin.com/share/buddyboss/ "BuddyBoss")**, **[LinkedIn](https://automatorplugin.com/share/linkedin-pages/)** and **[LearnDash](https://automatorplugin.com/share/learndash)**. With so many integrations and so many ways to customize them, there’s no limit to what you can do. With all of that said, we hope you’re excited to connect your WordPress websites with Uncanny Automator. So let’s get to it! ## **Connect Multiple WordPress Websites Together in 5 Steps** Throughout this article, we’ll be using the example of a learning and development company with two websites: an online store to sell courses on one site (Site 1) and a LMS to run them on another (Site 2). We’ll want to enroll our customers from “Site 1” into the corresponding courses and groups on “Site 2” whenever they make a purchase. Over the next “5” steps, we’ll show you how easy it is to connect these two WordPress websites with Uncanny Automator. **Step 1: Create a New Recipe on “Site 1”** In this example, “Site 1” is our **[WooCommerce](https://automatorplugin.com/share/woocommerce/)**-powered website. (This recipe works just as easily with **[Easy Digital Downloads](https://automatorplugin.com/share/easy-digital-downloads/)**, or another ecommerce platform of your choosing.) From the WordPress Admin Dashboard on “Site 1”, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “*Send Webhook to ‘Site 2’”*. In the *Triggers* panel, from the menu of available integrations, select **WooCommerce**. [![woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png) From the drop-down list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. [![woocommerce-trigger-a-user-completes-an-order-with-a-product](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-trigger-a-user-completes-an-order-with-a-product-1024x485.png)](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-trigger-a-user-completes-an-order-with-a-product.png) Automator will prompt you to select the *Trigger condition* and *Product*. For example, we have selected “completes” and our course product, “Introduction to Artificial Intelligence”. When you’re finished, click **Save**. Your completed trigger should look something like this: [![woocommerce-trigger-a-user-completes-an-order-with-a-product-live](https://automatorplugin.com/wp-content/uploads/2020/05/woocommerce-trigger-a-user-completes-an-order-with-a-product-live-1024x397.png)](https://automatorplugin.com/wp-content/uploads/2020/05/woocommerce-trigger-a-user-completes-an-order-with-a-product-live.png) **Step 2: Create a New Recipe on “Site 2”** In our example, “Site 2” is our **LearnDash**-powered website. (This recipe works just as easily with **LearnPress** or **LifterLMS**.) From the WordPress Admin Dashboard on “Site 2”, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone*. (We have to select this recipe type as the incoming trigger will come from another website, not a user on this site.) ![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “*Receive Webhook from ‘Site 1’”*. In the *Triggers* panel, from the menu of available integrations, select **Webhooks**. [![webhooks integration](https://automatorplugin.com/wp-content/uploads/2020/05/webhooks-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhooks-integration.png) From the drop-down list that appears, select *Receive data from a webhook*. [![webhooks-triggers-receive-data-from-a-webhook](https://automatorplugin.com/wp-content/uploads/2020/05/webhooks-triggers-receive-data-from-a-webhook-1024x338.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhooks-triggers-receive-data-from-a-webhook.png) Automator will open a webhook form within the *Triggers* panel. **Highlight and copy** the contents of the first field, *Webhook URL*. [![webhook-url-copy](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-url-copy.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-url-copy.png) With the webhook url saved to your clipboard, return to “Site 1” and the recipe that we were creating. **Step 3: Connect “Site 1” and “Site 2” with Webhook URL** Webhooks are the secret ingredient that will connect multiple WordPress websites together. In the recipe editor of the recipe we had titled *“Send Webhook to ‘Site 2’”* click on **Add action** and select **Webhooks** from the menu of available integrations. In the drop-down list that appears, select *Send data to a webhook*. [![webhooks-actions-send-data-to-a-webhook](https://automatorplugin.com/wp-content/uploads/2020/05/webhooks-actions-send-data-to-a-webhook-1024x316.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhooks-actions-send-data-to-a-webhook.png) Once again, Automator will open up a webhook form within the *Actions* panel. In the first field, *URL*, **paste the webhook url from “Site 2”**. [![webhook-url-paste](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-url-paste.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-url-paste.png) Next, **copy and paste** the values from the *Headers* field(s) on “Site 1” into the *Security headers* field(s) on “Site 2”. [![webhook-url-security-headers](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-url-security-headers-1024x281.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-url-security-headers.png) We’re now going to send the email address that our WooCommerce customer provided at checkout on “Site 1” to “Site 2”. Return to “Site 1”. In the *Body* field near the bottom of the webhook form, enter *email* and *text* into the first two fields. [![webhook-body-email-text](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-body-email-text-1024x386.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-body-email-text.png) In the third field, we’re going to use a *token* (i.e., dynamic data pulled from your WordPress website and from within recipes) to retrieve the user’s email. To select a token, click the **Asterisk** in the third field. From the drop-down list that appears, select the *Billing email* token under the WooCommerce trigger. [![woocommerce-trigger-token-billing-email](https://automatorplugin.com/wp-content/uploads/2020/05/woocommerce-trigger-token-billing-email-1024x709.png)](https://automatorplugin.com/wp-content/uploads/2020/05/woocommerce-trigger-token-billing-email.png) Return to “Site 2” and fill out the *Fields* section of the webhook form by manually entering “email” into the *Key* field and selecting “Email” as the *Value type*. [![webhook-integration-fields](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-integration-fields-1024x429.png)](https://automatorplugin.com/wp-content/uploads/2020/05/webhook-integration-fields.png) Alternatively, you can automatically populate the *Fields* section of your webhook form on “Site 2” while testing the connection. To do this, simply click **Get samples** on “Site 2” then click **Send test** on “Site 1”. Automator will return the results of the test and allow you to populate the *Fields* section of the webhook form on “Site 2” with the test results. Add as many key/value pairs as you want. For example, we’ve added some additional fields such as “first name” and “last name”. Once you’re finished, click **Save** on both sites.The recipe on “Site 1” is now complete. All you need to do is toggle the recipe from *Draft* to *Live*. [![connect-multiple-wordpress-websites-together-site-1-recipe-live](https://automatorplugin.com/wp-content/uploads/2020/05/connect-multiple-wordpress-websites-together-site-1-recipe-live-1024x558.png)](https://automatorplugin.com/wp-content/uploads/2020/05/connect-multiple-wordpress-websites-together-site-1-recipe-live.png) **Step 4: Register and Enroll “Site 1” Customer on “Site 2”** Return to “Site 2”. In the *Actions* panel of the recipe editor, click **Add action** and select **LearnDash** from the menu of available integrations. (Keep in mind, if you’re using another LMS like **LifterLMS** or **LearnPress**, you can still follow these steps.) [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the drop-down list that appears, select *Enroll the user in a course*. [![learndash-action-enroll-the-user-in-a-course](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-action-enroll-the-user-in-a-course-1024x373.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-action-enroll-the-user-in-a-course.png) Because we selected the recipe type *Everyone*, Automator will need some user data to complete the action. In the pop-up window that appears, click **Set user data**. [![automator-set-user-data](https://automatorplugin.com/wp-content/uploads/2020/05/automator-set-user-data.png)](https://automatorplugin.com/wp-content/uploads/2020/05/automator-set-user-data.png) At the top of the *Actions* panel, click **New user**. [![automator-actions-will-be-run-on-new-user](https://automatorplugin.com/wp-content/uploads/2020/05/automator-actions-will-be-run-on-new-user-1024x321.png)](https://automatorplugin.com/wp-content/uploads/2020/05/automator-actions-will-be-run-on-new-user.png) Automator will present you with a form to enter the details of the new user(s). We’re going to use tokens to fill out the form and enter the new user’s information dynamically. [![automator-new-user-fields-webhooks-tokens](https://automatorplugin.com/wp-content/uploads/2020/05/automator-new-user-fields-webhooks-tokens-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2020/05/automator-new-user-fields-webhooks-tokens.png) At the bottom of the user form, select the option “*Select existing user*” and *Email* as the prioritized field. This will ensure that the recipe runs smoothly for our customers from “Site 1” who have already purchased and/or registered for a course on “Site 2”. [![automator-existing-user-prioritize-email-field](https://automatorplugin.com/wp-content/uploads/2020/05/automator-existing-user-prioritize-email-field-1024x559.png)](https://automatorplugin.com/wp-content/uploads/2020/05/automator-existing-user-prioritize-email-field.png) When you’re finished, click **Save**. Next, return to the LearnDash action and select the course that corresponds to the product the user purchased on “Site 1”. For us, that is the “Introduction to Artificial Intelligence” course. [![learndash-action-enroll-the-user-in-a-course](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-action-enroll-the-user-in-a-course-1-1024x373.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-action-enroll-the-user-in-a-course-1.png) When you’re finished, click **Save**. The actions panel should now look something like this: [![learndash-action-enroll-the-user-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-action-enroll-the-user-in-a-course-live-1024x605.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-action-enroll-the-user-in-a-course-live.png) All that’s left for you to complete this seamless connection between your WordPress websites is to toggle the recipe from *Draft* to *Live*. [![connect-multiple-wordpress-websites-together-site-2-recipe-live](https://automatorplugin.com/wp-content/uploads/2020/05/connect-multiple-wordpress-websites-together-site-2-recipe-live-1024x669.png)](https://automatorplugin.com/wp-content/uploads/2020/05/connect-multiple-wordpress-websites-together-site-2-recipe-live.png) As we discussed before, Automator has [**tons of integrations**](https://www.automatorplugin.com/integrations). This means that you can create even more seamless workflows across your multiple WordPress websites. Let’s take a look. **Step 5: Add More Actions** Now that we’ve enrolled our “Site 1” customer into the course on “Site 2”, it’s time for us to roll out the welcome wagon. [![connect-multiple-wordpress-websites-together-site-2-recipe-multiple-actions](https://automatorplugin.com/wp-content/uploads/2020/05/connect-multiple-wordpress-websites-together-site-2-recipe-multiple-actions-1024x976.png)](https://automatorplugin.com/wp-content/uploads/2020/05/connect-multiple-wordpress-websites-together-site-2-recipe-multiple-actions.png) In the expanded *Actions* panel pictured above, we’ve added some actions to further integrate our two websites. We’ve added this new customer to our LearnDash group (or you could choose a **[BuddyBoss](https://www.automatorplugin.com/share/buddyboss)** group/activity stream) and **[ActiveCampaign](https://automatorplugin.com/share/activecampaign)** CRM platform. Finally, we sent a message in **[Slack](https://automatorplugin.com/share/slack/)** to the course instructor to let them know someone else has enrolled in their course. Alternatively, Automator has a native **Email** integration, just in case you wanted to keep the entire workflow within the recipe. [![email-integration-sample-greeting-message](https://automatorplugin.com/wp-content/uploads/2020/05/email-integration-sample-greeting-message-1004x1024.png)](https://automatorplugin.com/wp-content/uploads/2020/05/email-integration-sample-greeting-message.png) There’s no reason you should stop at just connecting two WordPress websites. As we’ve just shown, Automator allows you to create multiple actions—as many as you want! **Simply add an action for each website you want to connect to another** and build your own network of WordPress websites! Thanks to Automator, it’s that easy. ## **Conclusion** In this walkthrough, we looked at a real-world scenario of how a company might leverage multiple websites to meet their demands and improve their operations. Then, we discussed how Uncanny Automator can provide an elegant and seamless way for multiple sites to work together. Lastly, we went through a step-by-step on how to: - create an Automator recipe on one WordPress website that sends data to a webhook on another WordPress website, - create an Automator recipe on a second WordPress website to receive data from an incoming webhook from the first website, - integrate our favorite apps and plugins to provide a comprehensive yet simple end-user experience and, - connect as many WordPress websites together as we want using more Automator webhook actions. For demonstration purposes, our tutorial covered only one possible combination of connecting WordPress sites. The real power of Automator is that you can connect any number and any type of WordPress website that you want. **At no additional cost and with no hidden fees!** We hope that you feel comfortable and confident in setting up your own WordPress website connections. Nevertheless, we’re always happy to help. Drop us a line in the comments section below and let us know how we can help you build a whole network of WordPress websites. ![author avatar](https://secure.gravatar.com/avatar/e237c2d23fd717ca792f0c6a76d0aacedec4a336efb6aa65cfabf1db5fac6f6f?s=300&d=mm&r=g) Mark Chaves Mark slung code for Fortune 500 companies in a previous life. Now he's a freelance photographer, writer, and web developer based in Bali, Indonesia. [See Full Bio](https://automatorplugin.com/author/mark/) [ ](https://automatorplugin.com/author/mark/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [The Best WordPress Plugins for Custom User Profile Fields](https://automatorplugin.com/the-best-wordpress-plugins-for-custom-user-profile-fields/) **Published:** November 27, 2023 **Author:** Brendan Da Costa **Content:** *Build your online community and get to know your users with the best WordPress plugins to create, edit and display custom user profile fields.* [![custom-user-profile-fields-featured-image](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-profile-fields-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-profile-fields-featured-image.jpg) Are you looking for a way to create, edit and display user fields on your WordPress website? Of course you are! After all, that’s why you landed on this page, isn’t it? In this round-up, we’ll introduce you to the very best plugins for creating, editing and displaying custom user fields on your WordPress website. (Spoiler Alert: **[Uncanny Automator with Custom User Fields Addon](https://automatorplugin.com/pricing/)** is a game changer.) Whether you want to register new WordPress users, get to know your existing users a little better or build something completely unique, these plugins will help you do it. We’ll even show you how to integrate custom user fields into your existing workflows to create a seamless user experience. Let’s start customizing! ## **Introduction** With an active community of developers and users, WordPress is the most powerful CMS in cyberspace—not to mention, the most versatile. And one of the key building blocks that makes WordPress so dynamic is the ability to create, store and edit any kind of content you want. Including, of course, user profile fields. **What are custom user profile fields?** Even new WordPress users would be familiar with user profile fields. These are basic key/value pairs—where *keys* are the names given to *values*—that form the foundation of users’ profiles on a WordPress website. For example, whenever you create a new user on your WordPress website, there are some standard fields such as *Username*, *Email*, *First Name*, etc. that you must fill out with values. [![wordpress-user-fields](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-user-fields-1024x656.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wordpress-user-fields.png) But what if you wanted more than just these standard fields? (Again, this is probably what brought you to this article.) Then you would be looking for custom user profiles fields. These customs key/value pairs attached to user profiles can be absolutely anything you want. Whether it’s phone numbers and addresses, birthdays and anniversaries or social media profiles and site activity. Now you see what makes WordPress such a versatile and powerful CMS. **Why add custom user fields to your WordPress website?** With custom user profile fields, you can collect more—and more accurate—information about your customers, site visitors and members. You can then use this information to improve your marketing campaigns, build a stronger sense of community and personalize content. Particularly if you plan on creating a membership website, custom user fields will help you get to know your audience better. **Can I create custom profile fields?** Of course you can! With WordPress, you can do anything you set your mind to! We’ll talk more about how to create custom profile fields in the next section. But, for now, know that it is possible—and incredibly easy—to create custom user profile fields in WordPress. **Can I display custom user profile fields on the front-end? What about the back-end?** With the right plugin, you can easily display custom profile fields anywhere on your WordPress website. However, not every plugin that allows you to create or store custom fields has the ability to display those custom fields where you want them. In the next section, we’ll talk about which plugins give you the most flexibility with respect to displaying custom fields. **Can I edit custom profile fields?** Once again, not every plugin that allows you to create custom fields gives you the ability to edit the key/value pairs. We’ll point out which of the plugins on this list gives the most control to edit custom profile fields and incorporate them into your existing workflows. Now that we’re all on the same page, let’s explore the best plugins for custom user profiles fields. ## 1. [Uncanny Automator + Custom User Fields Addon](https://automatorplugin.com/pricing) The first plugin for managing custom user profile fields on our list is [**Uncanny Automator**](https://automatorplugin.com/pricing/) with the [**Custom User Fields Addon**](https://automatorplugin.com/knowledge-base/managing-custom-user-fields/). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) On its own, Uncanny Automator is already a powerful tool for automating workflows and integrating plugins and apps. Even without the Custom User Fields Addon, advanced Automator users can still create WordPress user meta. But you’ll need the addon to display the user meta and make it more accessible on both the front and back end of your WordPress website. The reason that we put Automator + Custom User Fields Addon at the top of the list is simple: **Automator is easy to use and this powerful addon comes at no additional cost for Plus and Elite users**. Automator supports the creation of text-based user meta fields, including number values. This means that you can create user meta for values such as website links, phone numbers or even membership credits and. And, because Automator is primarily an automation and integration tool, you can edit and modify those values in as many ways as you choose. Best of all: that power comes with a **user-friendly, click-and-play interface**. With the Custom User Fields Addon, creating new user fields is as easy as clicking **Add field**. You can then find your new custom profile field under the *Edit User Page* and display it anywhere on the front-end of your website with a simple shortcode. [![automator-custom-user-profile-fields-phone-number](https://automatorplugin.com/wp-content/uploads/2023/11/automator-custom-user-fields-phone-number.gif)](https://automatorplugin.com/wp-content/uploads/2023/11/automator-custom-user-fields-phone-number.gif) Using Automator’s core functionality of integrating your favorite apps and plugins, you can easily populate your newly created custom fields with user information from other apps and plugins. For example, as pictured below, we’re able to automatically populate our newly created “phone\_number” field when our [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) customers make a purchase. This way, you can automatically keep accurate custom records without prompting your users to update their information. [![custom-user-profile-fields-woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-field-woocommerce-integration-1024x896.png)](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-field-woocommerce-integration.png) Automator also gives you the ability to edit and export your custom fields data. For example, in the recipe pictured below, we’ve created a custom field called “membership\_credits”. We then can then reward our members with more credits for actions on our membership site, such as donations to a fundraising campaign. We can then export the updated records to Google Sheets. [![membership-credits-custom-user-profile-fields-recipe](https://automatorplugin.com/wp-content/uploads/2023/11/membership-credits-custom-user-field-recipe-2-1024x920.png)](https://automatorplugin.com/wp-content/uploads/2023/11/membership-credits-custom-user-field-recipe-2.png) If you’re looking for a plugin that makes it easy to control WordPress user meta, you won’t find a better option than Uncanny Automator + Custom User Fields Addon. ### **Who is Automator + Custom User Fields For?** Not only does Automator help you create custom user profile fields but, as we’ve seen, it also helps you manage them. As your WordPress user list grows, you’ll want a plugin like Automator to take care of the repetitive and administrative tasks that comes along with managing custom fields. **Custom User Fields Addon** is only included with an [**Automator Plus or Elite license**](https://automatorplugin.com/pricing/). As such, it’s the best option for businesses with more than one site and/or for WordPress website developers. If you’re looking for a solution that has more user meta fields types (such as image fields, checkboxes, etc.) you can still use the Custom User Fields Addon. Pair Automator Plus or Elite with a dedicated custom fields plugin such as ACF (listed below) or another one of your choosing to get the best of both plugins. Additionally, if you are running a single site, combining an [**Automator Pro**](https://automatorplugin.com/pricing/) license with one of the options below not only unlocks the full potential of your WordPress website but can save you money in the long-run. ## 2. [Advanced Custom Fields](https://automatorplugin.com/share/advancedcustomfields/) When it comes to creating custom fields in WordPress, [**Advanced Custom Fields**](https://automatorplugin.com/share/advancedcustomfields/) is a powerhouse of a plugin. And with millions of active users, ACF is practically ubiquitous in the WordPress world. [![advanced-custom-fields-homepage](https://automatorplugin.com/wp-content/uploads/2023/11/advanced-custom-fields-homepage-1024x532.png)](https://automatorplugin.com/wp-content/uploads/2023/11/advanced-custom-fields-homepage.png) ACF gives you the ability to create custom fields for users, posts, pages, taxonomies, media and even comments. With ACF, you can specify the type of data that your custom fields should hold. Whether it’s **text, images, links, or even complex layouts**. This flexibility makes ACF a go-to solution for developers, designers, and content creators seeking a seamless way to integrate diverse content elements into their WordPress sites. ACF also excels in its ability to streamline content management. By providing a structured way to **input and display data**, ACF simplifies the process of managing complex information. Whether you’re building a portfolio site, an e-commerce platform, or a blog with unique content requirements, ACF ensures that your website aligns precisely with your vision. ### **Who is ACF For?** ACF is a great option for websites that need to create custom fields for more than just user profiles. It’s also an incredibly affordable option. [**Check out the ACF pricing page here**](https://automatorplugin.com/share/advancedcustomfields/). If you’re looking for a single-site solution, ACF + Uncanny Automator Pro is easily the best option for you. ## 3. [Profile Builder Pro](https://automatorplugin.com/share/profile-builder/) [**Profile Builder Pro**](https://automatorplugin.com/share/cozmoslabs/) is a feature-rich plugin that offers an advanced set of tools to seamlessly manage your registration forms, login processes and user profiles. Whether you’re running a membership site, an online directory, or an exclusive e-commerce platform, Profile Builder Pro provides the necessary tools to create a tailored user experience. [![profile-builder-pro-homepage](https://automatorplugin.com/wp-content/uploads/2023/11/profile-builder-pro-homepage-1024x576.png)](https://automatorplugin.com/wp-content/uploads/2023/11/profile-builder-pro-homepage.png) Profile Builder Pro has an intuitive drag-and-drop editor, allowing users to effortlessly customize registration forms and user profiles. This makes it **easy to add, remove, or rearrange form fields** to collect the specific information you need from your users. One of the features that we love most is Profile Builder Pro’s dynamic user profile functionality which enables users to edit their own profiles with ease. You’ll have the flexibility to **include custom user fields, profile images, and other personalized elements**, fostering a sense of community and engagement on your site. ### **Who is Profile Builder Pro For?** If you’re building a **membership and/or directory website**, then you’d be hard-pressed to find a better option than Profile Builder Pro. With its powerful registration and profile building features—along with captivating templates—Profile Builder Pro can help you build your WordPress community your way. [**Check out the full pricing schedule here**](https://automatorplugin.com/share/cozmoslabs/). ## 4. [Profile Extra Fields](https://automatorplugin.com/share/bestwebsoft/) **Profile Extra Fields** is a WordPress plugin that focuses solely on expanding the capabilities of user profiles. [![profile-extra-fields](https://automatorplugin.com/wp-content/uploads/2023/11/profile-extra-fields-1024x564.png)](https://automatorplugin.com/wp-content/uploads/2023/11/profile-extra-fields.png) This plugin gives you the ability to go beyond the standard user information in a WordPress website. Businesses owners, administrators, and developers can effortlessly add extra custom fields to user profiles, gathering the data they need to create a better user experience. With a straightforward setup, you can define and display custom fields within minutes. Capturing the information you need (such as social media links, job titles and organizations, etc.) to build an immersive experience is just clicks away with Profile Extra Fields. ### **Who is Profile Extra Fields For?** If you’re looking for a no-frills plugin to register new users on your WordPress website with custom profile fields, then Profile Extra Fields is likely your best bet. This plugin has the most robust free version for building custom user profile fields that we’ve seen. **Check out the full pricing schedule here**. ## 5. [WPForms](https://automatorplugin.com/share/wpforms) Unlike the other entries on this list, [**WPForms**](https://automatorplugin.com/share/wpforms) is not a dedicated custom user field plugin or addon. But that doesn’t mean, with the help of some additional tools, that you can’t use it for creating custom user profile fields. [![wpforms-homepage](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage-1024x507.png)](https://automatorplugin.com/wp-content/uploads/2023/11/wpforms-homepage.png) As the most popular form-building plugin for WordPress websites and developers, WPForms allows you to **collect valuable user information**. With dozens of easily editable fields to choose from, you can collect any information about your WordPress users that you desire. Additionally, WPForms has a simple drag-and-drop interface and flexible shortcodes that make creating and embedding forms simple. Furthermore, you can **choose from well over 1,000 pre-built templates** to optimize your data collection. Seeing as though WPForms is a dedicated form-building plugin, there’s no way to display the data you collect outside of the form submissions. However, if you pair WPForms with a plugin like Uncanny Automator Plus/Elite, then you get **a full-suite custom fields tech stack**, from user registration to management. ### **Is WPForms Right for Me?** Given its popularity, you may already have WPForms or another form-building plugin. You just didn’t know that you could use it to create custom user profile fields! If you’re looking for a way to add extra user fields to WordPress profiles then you can absolutely **use WPForms in conjunction with Uncanny Automator Custom User Fields Addon**. This powerful pairing not only allows you to create the custom fields you want, but further gives you the ability to integrate those fields into your workflows. Particularly **if you require payment for user registration** on your WordPress website, WPForms + Custom User Fields Addon is a match made in WordPress heaven. [**Check out the full WPForms pricing schedule here**](https://automatorplugin.com/share/wpforms). ## **Conclusion** Creating custom user profile fields within your WordPress website might seem like a difficult task. But you don’t have to be an experienced developer to get the job done. Even if you are a programmatic prodigy, you can save yourself countless hours by choosing the right plugin. **Uncanny Automator Custom User Fields Addon** is the best option for users who want to fully integrate their custom user meta data into their broader WordPress ecosystem. We can’t wait to see what types of imaginative custom fields you come up with. Still haven’t found the right solution for your custom user profile field needs? Let us know in the comments section below and we’ll get back to you. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins --- ### [Introducing the User Lists Addon](https://automatorplugin.com/introducing-the-user-lists-addon/) **Published:** April 24, 2024 **Author:** Ryan Moore **Content:** First we made it possible for Uncanny Automator users to extend user profiles with the [Custom User Fields addon](https://automatorplugin.com/custom-user-fields-addon/). Then we made it easy to build simple membership sites with the [Restrict Content addon](https://automatorplugin.com/restrict-content-addon/). Both plugins were offered to [Automator Plus and Elite](https://automatorplugin.com/pricing/) annual license holders at no extra cost. And now we’re changing what’s possible with Automator again with a brand new addon that makes it easy for users to manage Automator emails and admins to manage email campaigns. Yes, right after the huge [Uncanny Automator](https://automatorplugin.com/new-integrations-getresponse-and-slicewp/) and [Automator Pro](https://automatorplugin.com/introducing-the-schedule-integration/) releases yesterday, we’re thrilled to announce our third Automator addon: [User Lists](https://automatorplugin.com/user-lists-addon/). It’s going to completely transform how you set up transactional emails and email campaigns with Automator. ### The User Lists Addon Until now, it’s been hard to offer a way for users to choose to *not* receive emails from Uncanny Automator recipes. If you offered this, you probably did so by offering a form, having users submit that form to set flags in user meta, then adding conditions to your email actions so emails would get sent (or not sent) based on those flags. This type of setup would be complicated to set up and manage, making it difficult to do things like send massive email campaigns using Automator (though technically you could with [User Loops](https://automatorplugin.com/knowledge-base/user-loops/); offering unsubscribe options was just difficult). Another pain point was managing “lists” of users that would allow you to target the right users with the right emails. Here again you would have to set up multiple conditions in a recipe to make sure everything worked smoothly and no unintended emails went out. These are the types of problems that we created the [User Lists addon](https://automatorplugin.com/user-lists-addon/) to address. Here are some of the key things you can do with the new tool: - You can create and manage lists, and add and remove users from lists - You can add an Unsubscribe token to your Automator emails - You can set up a page in the front end where users can unsubscribe themselves from lists - You can add and remove users from lists in Automator recipes, as well as trigger recipes based on users being added or removed - You can filter actions and run loops based on lists, so you could enroll everyone on a list into a course or send everyone on a list (that hasn’t unsubscribed) an email How’s that for a powerful addon? ### Managing Lists Everything in the User Lists addon is built around the concept of “lists”. Here’s what it all looks like: [![User Lists Settings](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Settings-1024x663.png)](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Settings.png) In the example above, we have created 4 lists. Each of these lists can have multiple WordPress users associated with it. You can also set up a URL where users can manage their access to lists and you can define the text used for Unsubscribe links in emails. (Don’t worry, the page to manage list memberships can be used by users whether they’re logged in or logged out.) ### Automator integration Okay, so users can be added and removed from lists, but how does that apply to automations? At the most basic level, here’s how you can control lists and access to lists as part of your Automator recipes: [![User Lists Triggers & Actions](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Triggers-actions-1024x856.png)](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Triggers-actions.png) A user buys a product, they get added to a list. A specific purchase is refunded, they get removed from a list. They get added to a list, they’re enrolled in an onboarding course and sent a welcome email. All of these are pretty straightforward and powerful additions to your recipes. But, of course, you want to leverage the real power of what you can do with lists, so let’s get into tokens, filters and conditions. Suppose you want to send an email campaign out to everyone on your “Marketing” list. Have a look at this recipe: [![Send a campaign email](https://automatorplugin.com/wp-content/uploads/2024/04/Send-a-campaign-email-1024x891.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Send-a-campaign-email.png)Easy, right? With that loop filter, you can use a [Run Now](https://automatorplugin.com/knowledge-base/run-now/) recipe to instantly send out a campaign to anyone on a certain list. Or maybe use the new [Schedule](https://automatorplugin.com/integration/schedule/) trigger in the 5.7 release to schedule that loop and the emails to go out at a certain time. And yes, this filter type (on or not on a list) is also available as a condition. Now you might be thinking, “Okay, but what if I don’t want to add lots of list conditions and I just want to exclude someone who opted out of emails from getting new ones?” Well, you’re in luck. When you manage user access to lists from their profile pages or users do it from the front end, there’s a handy “Unsubscribe from all” option. It looks like this: [![List Subscriptions](https://automatorplugin.com/wp-content/uploads/2024/04/List-Subscriptions.png)](https://automatorplugin.com/wp-content/uploads/2024/04/List-Subscriptions.png) When users choose to unsubscribe from all lists, we automatically exclude them from future Automator emails *unless* you choose to override the behaviour. We make it easy with this new field in send email actions: [![Bypass Unsubscribed List](https://automatorplugin.com/wp-content/uploads/2024/04/Bypass-Unsubscribed-List-1024x487.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Bypass-Unsubscribed-List.png) So if you have a recipe that sends out an important transactional email, like a purchase receipt, just check that box and the email will go to everyone, including unsubscribed users. But otherwise you don’t need to worry about emails and unsubscription options, because we’ll take care of it automatically. So how do users unsubscribe? Start by creating a page and add this shortcode to it \[automator\_ul\]. Then update the settings from the User Lists page to map to the new page with the shortcode. Once that’s done, you’ll see that in your recipes you have the new tokens shown in the screenshot below. If you want to include an Unsubscribe link in an email, you can use the token that’s highlighted. [![User Lists Tokens](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Tokens-1024x957.png)](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Tokens.png) That token generates a unique, secure URL for each user that takes them to a page that outputs the lists they’re currently subscribed to. It works whether the user is signed in or out. They can simply check or uncheck list selections, submit the form, and their lists will be updated. ### How’s that for a 1.0 release? That covers the basics of the new [User Lists addon](https://automatorplugin.com/user-lists-addon/). With those features, you’ll be well on your way to powerful list management and campaigns using Uncanny Automator. The plugin is available now at no extra cost for Plus and Elite customers, so if you don’t have a license yet, make sure to check out , and if you’re a Pro user, you can upgrade from [inside your account](https://automatorplugin.com/my-account/licenses/). Make sure to check out our new [Knowledge Base section for User Lists Addon articles](https://automatorplugin.com/article-categories/user-lists-addon/) as well. We have big plans for this addon over the next few months. Stay tuned here for updates, and we hope you’re as excited about this new release as we are! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Connect WordPress to Zapier with Automator in 5 Steps](https://automatorplugin.com/connect-wordpress-to-zapier-with-automator-in-5-steps/) **Published:** May 10, 2024 **Author:** Brendan Da Costa **Content:** *Connect your WordPress website to Zapier with Uncanny Automator to unlock thousands of integrations and powerful WordPress automations.* [![connect-zapier-to-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/05/connect-zapier-to-wordpress-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/05/connect-zapier-to-wordpress-featured-image.jpg) Are you trying to find a way to connect your WordPress website to **Zapier** (and its thousands of integrations)? We’ll venture a guess and say that’s likely what brought you here. Hopefully not after too much scrolling—because this is the best solution out there! In this article, we’ll show you how to harness the power of Zapier for your WordPress website using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Zapier will give you access to thousands of integrations, from Gmail and Stripe to Notion, GitHub, YouTube and more. Automator, on the other hand, can perform the internal WordPress automations and integration-specific workflows that Zapier cannot. But that’s enough of an introduction for now. Let’s get into the good stuff. ## Why Connect WordPress to Zapier with [Automator](https://www.automatorplugin.com/pricing) We probably don’t have to tell you: managing a WordPress website takes time and effort. Unless, of course, you made the smart decision to get an automation tool like [**Automator**](https://www.automatorplugin.com/pricing) or Zapier. Or, even better, both. [![Uncanny Automator Mascot 512px](https://automatorplugin.com/wp-content/uploads/2022/11/mascot-standing-pose-512px.png)](https://automatorplugin.com/wp-content/uploads/2022/11/mascot-standing-pose-512px.png) Now, we know what you’re probably thinking: “Why would I need two automation and integration tools?” The answer is simple. While both Zapier and Automator integrate with your favorite apps and plugins to automate repetitive tasks and workflows, **Zapier is an automation generalist whereas Automator is a WordPress specialist**. Not convinced that two are better than one? Here are the top reasons why connecting Zapier to WordPress with Automator is the pro move you should make to upgrade your automations: - **More integrations:** With [**253 integrations**](https://www.automatorplugin.com/integrations) (and counting), Automator already connects all of your favorite apps and plugins. However, with Zapier, you’ll gain access to thousands more. And, because Automator connects seamlessly with Zapier, you can bring all of those integrations right to your WordPress website. - **Better integrations:** From editing individual user meta to bulk editing posts, Automator gives you the ability to carry out just about any WordPress function you can think of. Make use of features such as filters, delayed and scheduled actions, an advanced formatter and more to customize your automations. - **Simpler integrations:** Automator connects Zapier and its thousands of integrations to WordPress using webhooks. Thanks to a user-friendly interface, if you can point and click, you can pull off this integration—no code required! [**Convinced yet? Grab your Automator license so you can enhance your Zapier automations.>>>**](https://www.automatorplugin.com/pricing) Now that you have your Automator license, it’s time to connect WordPress to Zapier. We’ll provide you with a detailed walkthrough and some powerful automations that you’ll want to try out for yourself. From there, you can let your integration imagination run wild! ## **Connect Gmail to WordPress with Zapier + Automator** One of the more common integrations that WordPress businesses seek is the ability to connect their site to their Gmail account. Well, thanks to Zapier and Automator, you can! Want to create a new user or update WordPress user meta, such as adding a secondary email address? How about forwarding priority emails from specific addresses directly to Slack? [![connect-wpforms-to-youtube-with-zapier-webhook](https://automatorplugin.com/wp-content/uploads/2024/05/connect-wpforms-to-youtube-with-zapier-webhook-1024x571.png)](https://automatorplugin.com/wp-content/uploads/2024/05/connect-wpforms-to-youtube-with-zapier-webhook.png) We’ll show you how to do all of that (and more) in just five easy steps. **Step 1: Create and Name a New Recipe** Automator works using *recipes* (i.e., combinations of triggers and actions). To create a new recipe, navigate to *Automator* > *Add new recipe* from your WordPress Admin Dashboard.In the pop-up window that appears, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Connect Gmail to WordPress with Zapier Webhook”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Zapier**. [![zapier-integration](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-integration.png) From the dropdown list, select *Receive data from Zapier webhook*. [![zapier-trigger-receive-data-from-zapier-webhook](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-trigger-receive-data-from-zapier-webhook-1024x337.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-trigger-receive-data-from-zapier-webhook.png) Automator will present you with a webhook form. **Copy the *Webhook URL* to your clipboard**. [![webhook-url](https://automatorplugin.com/wp-content/uploads/2024/05/webhook-url-1024x635.png)](https://automatorplugin.com/wp-content/uploads/2024/05/webhook-url.png) **Step 3: Configure Your Zap** In a new tab, navigate to your Zapier account and click **Create** > **New Zap**. [![zapier-create-new-zap](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-create-new-zap-1024x342.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-create-new-zap.png) In the Zap editor, click **Trigger** and select **Gmail** in the window that appears. [![zapier-trigger-integration-gmail](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-trigger-integration-gmail-1024x692.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-trigger-integration-gmail.png) In the editor panel, select an event. For example, we have selected *New Email*. [![zapier-gmail-event-new-email](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-gmail-event-new-email-770x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-gmail-event-new-email.png) If you haven’t already, connect a Gmail inbox under the *Account* tab and, if you choose, a specific label/mailbox under the *Trigger* tab. Finally, click **Test trigger** under the *Test* tab. [![zapier-gmail-test-trigger](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-gmail-test-trigger-1024x892.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-gmail-test-trigger.png) Click **Continue with selected record** or **Action** and select **Webhooks by Zapier** in the window that appears. [![zapier-action-webhooks-by-zapier](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-action-webhooks-by-zapier-1024x928.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-action-webhooks-by-zapier.png) Under the *App & Event* tab, select *Post* in the *Event* field. [![webhooks-by-zapier-post-event](https://automatorplugin.com/wp-content/uploads/2024/05/webhooks-by-zapier-post-event-899x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/webhooks-by-zapier-post-event.png) Under the *Action* tab, **paste the webhook URL from Automator** into the *URL field*. In the *Payload type* field, select “json”. [![zapier-action-webhook-url-json](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-action-webhook-url-json-1024x831.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-action-webhook-url-json.png) Next, under the *Data* section, input the information that you want to send to your WordPress website. Each data point comprises two elements: a key (i.e., a name) and a value (i.e., the data). In Zapier webhooks, the top field is the key and the bottom field is the value. [![zapier-webhook-data-key-value-pairs](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-webhook-data-key-value-pairs-1024x997.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-webhook-data-key-value-pairs.png) Zapier will already have parsed the data from your Gmail during the test you ran on the trigger. Simply select the data/value that corresponds to each key from the dropdown list. Alternatively, you can enter static data in these fields. (Optional: If you want to enhance the security of your webhooks, you can use *Headers*. Headers also use key/value pairs. If you choose to use headers, you will need to include the same key/value pairs in your Automator webhook form.) Once you have input all of your data, **return to the Automator tab** and click **Get samples**. [![automator-webhook-trigger-get-samples](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-trigger-get-samples-1024x577.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-trigger-get-samples.png) Within sixty (60) seconds, **return to the Zapier tab** and click **Test** under the *Test* tab. Once the test is successful, return to the Automator tab. A pop-up window will have appeared, displaying the results of the test. Click **Use these fields**. [![webhook-test-results-use-these-fields](https://automatorplugin.com/wp-content/uploads/2024/05/webhook-test-results-use-these-fields-1024x733.png)](https://automatorplugin.com/wp-content/uploads/2024/05/webhook-test-results-use-these-fields.png) Automator will populate the *Fields* section on the webhook form with the contents of the test, i.e., the *Data* fields from the Zapier webhook. [![automator-webhook-fields](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-fields.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-webhook-fields.png) Once you’re satisfied, click **Save**. Your completed Automator trigger should look like this: [![zapier-trigger-receive-data-from-zapier-webhook-live](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-trigger-receive-data-from-zapier-webhook-live-1024x349.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-trigger-receive-data-from-zapier-webhook-live.png) Return to your Zapier tab and click **Publish**. **Step 4: Configure Your Action(s)** Now that your zap is complete, you can decide what you want Automator to do with the Gmail data as it arrives at your WordPress website via webhook. We’ll show you a few cool things that you can do.In the *Actions* panel, click **Add action** and select **WordPress** from the menu of available integrations. [![wordpress-integration](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-integration.png) From the dropdown list, select *Create a user*. [![wordpress-action-create-a-user](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user-1024x500.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user.png) Automator will present you with a form to fill out the new user’s information. We’ll accomplish this using *tokens* (dynamic data pulled from your WordPress website and from within recipes). In this instance, we’ll be using tokens that represent the data sent from the Zapier webhook. To select a token, click the **Asterisk** in a field and select the corresponding token. For example, in the *Username* field, we have selected the **From Name** token. [![from-name-token](https://automatorplugin.com/wp-content/uploads/2024/05/from-name-token-669x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/from-name-token.png) The only other required field is the *Email* field. Select the **From Email** token for this field. Fill out the remaining fields using tokens or static entries, as suits your needs.When you’re finished, click **Save**. Your completed action should look like this: [![wordpress-action-create-a-user-live](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user-live-1024x466.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user-live.png) **Step 5: Go Live!** You’re just about ready to connect your WordPress website to Zapier and beyond. All that’s left for you to do now is toggle the recipe from *Draft* to *Live*! [![connect-gmail-to-wordpress-with-zapier-webhook-live](https://automatorplugin.com/wp-content/uploads/2024/05/connect-gmail-to-wordpress-with-zapier-webhook-live-1024x594.png)](https://automatorplugin.com/wp-content/uploads/2024/05/connect-gmail-to-wordpress-with-zapier-webhook-live.png) Why stop there? We modified the recipe slightly, using Automator’s *Set user meta* action to add a secondary email to a user’s profile. [![update-user-meta-with-zapier-webhook](https://automatorplugin.com/wp-content/uploads/2024/05/update-user-meta-with-zapier-webhook-1024x893.png)](https://automatorplugin.com/wp-content/uploads/2024/05/update-user-meta-with-zapier-webhook.png) With that action, we’re able to match the “From Name” token to a “Username”. If there’s a match, Automator will add the “From Email” to the user’s profile as a secondary email address. If no such match exists, Automator will simply create the user. ## **Better WordPress Automations with Automator + Zapier** We’re still not done yet. One of the coolest Automator features that makes managing your WordPress website that much easier is the ability to add *filters*. What if you didn’t want to create/update a WordPress user for *every* Gmail email you get? Or, what if you wanted to forward priority emails to the appropriate Slack channels? That would be one of those instances where Automator’s specialization in all things WordPress improves Zapier’s generalized automations. Let’s take a look. **Step 6 (Optional): Add a Filter** Returning to the recipe that we created together, hover over the action and click **Filter**. [![wordpress-action-create-a-user-filter](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user-filter-1024x421.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user-filter.png) In the pop-up window that appears, select *A token meets a condition*. [![condition-a-token-meets-a-condition](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition-1024x780.png)](https://automatorplugin.com/wp-content/uploads/2023/11/condition-a-token-meets-a-condition.png) Automator will then prompt you to configure the rule, i.e., set the criteria that the token must satisfy for the action to run. For example, we have configured the rule to require the “From Email” token to contain the value “@corporation.com”. [![from-email-token-filter](https://automatorplugin.com/wp-content/uploads/2024/05/from-email-token-filter.gif)](https://automatorplugin.com/wp-content/uploads/2024/05/from-email-token-filter.gif) Once you’re finished, click **Save filter**. Your action with the new filter should look something like this: [![wordpress-action-create-a-user-filter-live](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user-filter-live-1024x537.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wordpress-action-create-a-user-filter-live.png) Add as many filters as you like! The power to automate your workflows is at your fingertips. ## **Create an Unbeatable Two-Way Integration** So far, we’ve looked at a few ways that you can connect WordPress to Zapier. But we promised you the ability to harness the power of Zapier’s integrations for your WordPress website. So what about going the other way? How about connecting Zapier to WordPress? You might be totally unsurprised to learn that Automator makes this incredibly easy as well! Imagine allowing your students to upload their content to your YouTube channel. Or how about giving content creators access to your platform to share their latest videos, images or stories? [![connect-wpforms-to-youtube-with-zapier-webhook](https://automatorplugin.com/wp-content/uploads/2024/05/connect-wpforms-to-youtube-with-zapier-webhook-1-1024x571.png)](https://automatorplugin.com/wp-content/uploads/2024/05/connect-wpforms-to-youtube-with-zapier-webhook-1.png) In the recipe pictured above, we’re able to allow our WordPress users to upload videos directly to YouTube (or Vimeo) from a form submission! Want to know how we did it? You already know half the steps! **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select either *Logged-in users* or *Everyone*. (Keep in mind that this recipe will automatically upload videos to your YouTube channel or other connected account. You may choose to have some security around who can upload content and/or where the content submission form is on your website.) Give your recipe a name that makes it easy to recognize at a glance. We have named this recipe “Connect WPForms to YouTube with Zapier Webhook”. **Step 2: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WPForms**. From the dropdown list that appears, select *A user submits a form*. Automator will prompt you to select your content submission form. (Your content submission form should contain at least the following fields if uploading to YouTube: *Title*, *Description*, *Tags* and *Categories*.) Once you’re finished, click **Save**. Your completed trigger should look something like this: [![wpforms-trigger-a-user-submits-a-form-live](https://automatorplugin.com/wp-content/uploads/2024/05/wpforms-trigger-a-user-submits-a-form-live-1024x341.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wpforms-trigger-a-user-submits-a-form-live.png) **Step 3: Configure Your Action(s) and Zap** In the *Actions* panel, click **Add action** and select **Zapier** from the menu of available integrations. From the dropdown list that appears, select *Send data to Zapier webhook*. In a new tab, navigate to your Zapier account and create a new Zap.In the Zap editor, click **Trigger** and select **Webhooks by Zapier**. Under the *App & event* tab, select *Catch Hook* in the *Event* field. [![app-and-event-catch-hook](https://automatorplugin.com/wp-content/uploads/2024/05/app-and-event-catch-hook-1013x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/05/app-and-event-catch-hook.png) Next, go to the *Test* tab and **copy the URL to your clipboard**. [![zapier-webhook-url](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-webhook-url-1024x683.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-webhook-url.png) Return to your Automator tab and **paste the webhook URL** into the *URL* field. You can leave the default settings of the other fields unchanged. Now, in the *Body* field of the Automator webhook form, you can decide which information you want Automator to send via webhook to Zapier and, ultimately, to YouTube. Just as before, use key/value pairs, selecting the token from your WPForms trigger that corresponds to each key. [![wpforms-key-value-pairs-for-zapier-webhook](https://automatorplugin.com/wp-content/uploads/2024/05/wpforms-key-value-pairs-for-zapier-webhook-1024x808.png)](https://automatorplugin.com/wp-content/uploads/2024/05/wpforms-key-value-pairs-for-zapier-webhook.png) Once you have configured all of your key/value pairs, click **Send test**. Within sixty (60) seconds, return to your Zapier tab and click **Test trigger**. Zapier will return the data from you entered in the *Body* field after a successful test. [![zapier-webhook-url-test-results](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-webhook-url-test-results-1024x812.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-webhook-url-test-results.png) Click **Continue with selected record**. Zapier will then prompt you to select an integration for the action (YouTube, Vimeo, etc.). Under the *App & event* tab, select *Upload Video*. If you have already connected your YouTube or Vimeo account, navigate to the *Action* tab. Use the information retrieved from the webhook test to populate the corresponding fields. [![zapier-youtube-upload-action-fields](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-youtube-upload-action-fields-1024x524.png)](https://automatorplugin.com/wp-content/uploads/2024/05/zapier-youtube-upload-action-fields.png) Fill out the remaining fields as your needs require. Once you’re finished, click **Continue**. Zapier will automatically take you to the *Test* tab. If you run a test and it is unsuccessful, you don’t need to worry. There was no video to upload from the webhook URL test. **You can safely skip the test and turn your Zap “On”**. **Step 4: Complete Your Automator Recipe** Return to your Automator tab and **Save** the Zapier action. Once you’re finished, your *Actions* panel should look like this: [![automator-action-send-data-to-zapier-webhook-live](https://automatorplugin.com/wp-content/uploads/2024/05/automator-action-send-data-to-zapier-webhook-live-1024x452.png)](https://automatorplugin.com/wp-content/uploads/2024/05/automator-action-send-data-to-zapier-webhook-live.png) **Step 5: Go Live!** All that’s left for you to do now is toggle your recipe from *Draft* to *Live*. That’s it! Head to your YouTube channel and watch the video submissions roll in! ## **Many More Ways to Connect WordPress to Zapier** In this article, we showed how to connect WordPress to Zapier using Automator. We showed you the basics of setting up webhooks to send data from Zapier to Automator and vice versa. Then we ran through a few modifications to Automator recipes to improve your workflows. Now the data is your court! Whether you want to create WordPress users from PayPal payments, enroll students in LearnDash courses or reset their course progress, Automator has you covered. From Stripe and GetResponse to Spotify and YouTube; if Zapier can integrate with it, Automator can integrate it with WordPress. Want to know more about how webhooks work? Check out [this resource from Zapier](https://zapier.com/apps/webhook/help) about outgoing webhooks and [this nifty guide from Automator](https://automatorplugin.com/knowledge-base/webhook-triggers/) about incoming webhooks. Or, drop us a line in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect Tutor LMS to MemberPress with Uncanny Automator](https://automatorplugin.com/connect-tutor-lms-to-memberpress-with-uncanny-automator/) **Published:** April 30, 2024 **Author:** Brendan Da Costa **Content:** *Create a membership website that is full of learning opportunities with a Tutor LMS and MemberPress integration. Subscribe and learn!* [![connect-tutor-lms-to-memberpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/04/connect-tutor-lms-to-memberpress-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-tutor-lms-to-memberpress-featured-image.jpg) Are you looking for a way to connect **Tutor LMS** to [**MemberPress**](https://automatorplugin.com/share/memberpress)? Well, we certainly hope so! You’ve just found the simplest and most cost-effective solution for creating this powerful integration. With [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can create a seamless, two-way integration between Tutor LMS and MemberPress. Want to automatically register your new members for their courses? Perhaps you’d like to offer bonus content to higher paying members when they complete a quiz? Maybe you want to reset a learner’s course progress after they resubscribe? It’s all possible (and remarkably easy) with Uncanny Automator. But that’s enough of an introduction for now. Let’s learn how to connect Tutor LMS to MemberPress. ## **Introduction** In this step-by-step guide, we’ll show you how to create a seamless Tutor LMS and MemberPress integration with Uncanny Automator. By the end of this walkthrough, you’ll know how to register members for courses, reward learners with bonus content and much more. If you’re looking to create an elearning community like none other, then this is one integration you must have. ## Why Connect TutorLMS to [MemberPress](https://automatorplugin.com/share/memberpress) with [Automator](https://www.automatorplugin.com/pricing) **Tutor LMS** is one of the leading LMS platforms for creating engaging educational content. Likewise, as one of the more popular membership platforms, [**MemberPress**](https://automatorplugin.com/share/memberpress) turns your website into an immersive and rewarding environment for your site visitors. However, getting these two great plugins to work together can be a challenge—unless you have [**Uncanny Automator**](https://www.automatorplugin.com/pricing). As the #1 automation and integration tool for WordPress websites, Automator makes it easy to connect your favorite apps and plugins. Of course, you don’t have to take our word for it. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) While there is no shortage of options when it comes to integration tools, we believe that Automator’s 5-star rating speaks for itself. So too do these standout features: - **Affordability:** Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator is a seriously powerful plugin. But don’t worry. All of that power is packed into a user-friendly click-and-play interface with a learning curve so gentle that it’s barely a mound. - **Versatility:** How many plugins do you know that can function as a workflow automator, app integrator, [**custom fields editor**](https://automatorplugin.com/custom-user-fields-addon/), metadata manager, [**content restrictor**](https://automatorplugin.com/restrict-content-addon/) and, well, you get the idea? We’re willing to bet that this is the first one. Whatever your WordPress needs, Automator has you covered. - **Integrations:** Automator has [**253 integrations**](https://automatorplugin.com/integrations/) with more on the way all of the time. This means that you can connect Tutor LMS and MemberPress to a whole lot more than just each other. - **Support:** Unparalleled support has made Automator one of the highest-rated plugins in the WordPress ecosystem. Can’t find an integration that you really want? Is there a feature that would make your life easier? Maybe you need some help setting up a time-saving recipe. Whatever your automation and integration needs might be, the Automator support team is never more than a help request away. [**Convinced yet? Get your Automator license today so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **Register New Members for Tutor LMS Courses** Registering your new MemberPress members for Tutor LMS courses is likely to be the first integration you’ll want to make. [![memberpress-tutor-lms-integration-course-registration](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-registration-1024x584.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-registration.png) In the next five steps, we’ll show you how to recreate the Automator recipe pictured above. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “*MemberPress + Tutor LMS Integration: Course Registration*”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **MemberPress**. [![memberpress-integration](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-integration.png) From the dropdown list that appears, select *A user purchases a recurring subscription product*. [![memberpress-trigger-a-user-purchases-a-recurring-subscription](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-trigger-a-user-purchases-a-recurring-subscription-1024x469.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-trigger-a-user-purchases-a-recurring-subscription.png) Automator will prompt you to select the subscription product associated with the course(s) to which you would like to enroll the user. Once you’re finished, click **Save**. Your completed trigger should look something like this: [![memberpress-trigger-a-user-purchases-a-recurring-subscription-live](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-trigger-a-user-purchases-a-recurring-subscription-live-1024x354.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-trigger-a-user-purchases-a-recurring-subscription-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Tutor LMS** from the menu of available integrations. [![tutor-lms-integration](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-integration.png) From the dropdown list that appears, select *Enroll the user in a course*. [![tutor-lms-action-enroll-the-user-in-a-course](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-enroll-the-user-in-a-course-1024x468.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-enroll-the-user-in-a-course.png) Automator will prompt you to select a course. Once you’re finished, click **Save**. Your completed action should look something like this: [![tutor-lms-action-enroll-the-user-in-a-course-live](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-enroll-the-user-in-a-course-live-1024x436.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-enroll-the-user-in-a-course-live.png) **Step 5: Go Live!** You’re just about finished creating your first Tutor LMS and MemberPress integration. All that’s left for you to do is toggle the recipe from *Draft* to *Live*. [![memberpress-tutor-lms-integration-course-registration-live](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-registration-live-1024x584.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-registration-live.png) Congratulations! You’ve just connected Tutor LMS to MemberPress! Of course, enrolling new members for your courses is one thing. But what about unenrolling them? [![memberpress-tutor-lms-integration-course-expiration](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-expiration-1024x622.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-expiration.png) In the recipe pictured above, we’re able to unenroll a user from an associated course(s) whenever their membership expires or is canceled. Now that you’ve gotten the hang of creating Automator recipes, let’s take a look at some of the other awesome features. ## **Bonus Tutor LMS Content for MemberPress Members** Part of running a membership website is ensuring that your most valued members have access to premium content. Automator can help you create that exclusive membership environment. [![bonus-tutor-lms-content-for-memberpress-members](https://automatorplugin.com/wp-content/uploads/2024/04/bonus-tutor-lms-content-for-memberpress-members-1024x801.png)](https://automatorplugin.com/wp-content/uploads/2024/04/bonus-tutor-lms-content-for-memberpress-members.png) In the recipe pictured above, we’re able to automatically enroll our Tutor LMS users in an exclusive course when they pass a quiz *only if* they meet certain membership requirements. Let’s take a look at how we did it. **Step 1: Create and Name New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. We’ve named this recipe “Bonus Tutor LMS Content for MemberPress Members”. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Tutor LMS**. From the dropdown list that appears, select *A user passes a quiz*. [![tutor-lms-trigger-a-user-passes-a-quiz](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-trigger-a-user-passes-a-quiz-1024x418.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-trigger-a-user-passes-a-quiz.png) Automator will prompt you to select a quiz. When you’re finished, click **Save**. **Step 3: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Tutor LMS** from the menu of available integrations. From the dropdown list that appears, select *Enroll the user in a course*. Just as before, Automator will prompt you to select a course. When you’re finished, click **Save**. **Step 4: Add an Action Filter(s)** We want to restrict access to the course that we’ve selected to only members of a certain tier. To accomplish this, we’re going to add an action filter.To add a filter, hover over the action and click **Filter**. [![tutor-lms-action-filter](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-filter-1024x392.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-filter.png) A *Condition* window will appear. Click **MemberPress** and select *The user is an active member of a membership*. Automator will prompt you to select the membership. Once you’re finished, click **Save filter**. [![memberpress-filter-a-user-is-an-active-member](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-filter-a-user-is-an-active-member.gif)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-filter-a-user-is-an-active-member.gif) Your completed action with a filter should look something like this: [![tutor-lms-action-with-memberpress-filter](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-with-memberpress-filter-1024x498.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tutor-lms-action-with-memberpress-filter.png) **Step 5: Go Live!** Once again, all that’s left for you to do is to toggle the recipe from *Draft* to *Live*! It’s that easy to use Automator’s advanced features like filters and delays. And now that you’re becoming an expert Automator, let’s take a look at some of the other cool integrations you can come up with. ## **More Tutor LMS and MemberPress Integrations** Combining the powers of Tutor LMS and MemberPress can help you manage your compliance training. Take a look at the recipe pictured below, for example. [![memberpress-tutor-lms-integration-course-reset](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-reset-1024x604.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-course-reset.png) Whenever one of our MemberPress members renews their subscription, we can automatically reset their course progress! Or how about the recipe pictured below? We’re able to give our MemberPress members access to a bonus Tutor LMS course whenever they submit a coupon. [![memberpress-tutor-lms-integration-coupon-code-course-access](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-coupon-code-course-access-1024x889.png)](https://automatorplugin.com/wp-content/uploads/2024/04/memberpress-tutor-lms-integration-coupon-code-course-access.png) We even added a delay and filter to encourage our members to upgrade to a higher membership tier to retain access to the course! ## **Frequently Asked Questions** **1. What are the benefits of connecting Tutor LMS to MemberPress?** Connecting Tutor LMS to MemberPress gives you more options for monetizing course content. Leveraging MemberPress’ robust membership management features allows you to enhance your e-learning platform’s revenue potential while also creating a more immersive experience for your learners. **2. Is it possible to sell courses created with Tutor LMS through MemberPress?** Yes, it is! Uncanny Automator makes it possible to sell your courses as part of membership packages. Moreover, Automator gives you more ways to restrict, drip dole out and manage course content, providing a more comprehensive learning experience for your members. ****3. Can I restrict access to Tutor LMS courses based on MemberPress membership levels?**** Absolutely! There are plenty of ways to restrict access to Tutor LMS courses based on MemberPress membership levels. In this blog post, we explored just a few ways to make this happen, including by using Automator filters, delays and multiple triggers. ## **Conclusion** That’s all! You now know all there is to know about connecting Tutor LMS to MemberPress. In this detailed walkthrough, we showed you how to register and unregister MemberPress members for Tutor LMS courses. We looked at a few ways to dole out exclusive course content to valued members and we even showed you how to use some of Automator’s more advanced features to create recipes of our own. We’re pretty confident that we were a good “tutor” throughout this post. Nevertheless, if you have any questions, drop us a line in the comments section below. Until then, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Introducing the Schedule integration](https://automatorplugin.com/introducing-the-schedule-integration/) **Published:** April 23, 2024 **Author:** Ryan Moore **Content:** Have you ever wanted to run your recipes on a schedule, where your actions could keep running on a recurring basis? If you’re like most of our users, you have, as support for recipes that automatically run on a repeating schedule has been our most popular request for the last few months. ### The Schedule integration The biggest new feature of the Automator Pro 5.7 release is the new [Schedule integration](https://automatorplugin.com/integration/schedule/), which introduces the following triggers: - Repeat every hour, day, week, month or year at a specific time - Repeat every weekday at a specific time - Run on a specific date and at a specific time Let’s explore the first trigger in the list. This is what it looks like: [![Schedule integration triggers](https://automatorplugin.com/wp-content/uploads/2024/04/Schedule-integration-triggers-1024x411.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Schedule-integration-triggers.png) When this trigger is set up in a recipe and the recipe is made live, all actions in the recipe will repeat on the schedule you set for the number of times that are set (including forever). When the scheduled date and time arrive, the actions in the recipe will run, whether it’s performing some maintenance function on a site, logging data for a report on a schedule, or sending email notifications to users that haven’t yet performed a key activity. Different options exist for each time period selection, and you can make recipes repeat as often as every hour or with multi-year intervals, from once to an unlimited number of times. If you’re wondering how you can turn recipes with a Schedule integration off, it’s as easy as setting the recipe back to a Draft status. You may also be wondering how you can keep track of various recurring recipes, and it’s why we introduced a new menu entry in Pro: Scheduled recipes. Included below is a screenshot of the page. [![Scheduled Recipe List](https://automatorplugin.com/wp-content/uploads/2024/04/Scheduled-Recipe-List-1024x313.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Scheduled-Recipe-List.png) This new tool will allow you to see, by next run date, when repeating recipes will run. From this page you can also trigger a recipe to run immediately (noting that it will still run at its scheduled time) or you can cancel that instance of the recipe run completely. The new repeating recipes do run based on a cron, so if your timing needs to be as accurate as possible, we suggest using a server-based cron (your host can help if you want to set this up). The next trigger is the ability to run recipes on weekdays of your choice at a specific time. Maybe every Monday you want to send your Group Leaders an updated count of course completions that you track in post meta, or perhaps you send reminders out to students to begin a mandatory course that they haven’t yet started. The final new trigger allows you to schedule actions to run once at a specific day and time. This is functionally equivalent to using a [Run Now trigger](https://automatorplugin.com/integration/run-now/) where the actions are scheduled to run at a specific time. The new [Schedule integration](https://automatorplugin.com/integration/schedule/) is a very powerful tool with many nuances, so we highly recommend checking out the [Knowledge Base article](https://automatorplugin.com/knowledge-base/schedule/) as you get started with it. ### Google Sheets triggers We recently released a new addon for Google Sheets that you can find in the [Google Marketplace](https://workspace.google.com/marketplace/app/uncanny_automator_webhook_addon/591136700300) that allows you to connect your Google Sheets to your WordPress site, allowing you to trigger recipes based on changes in a Google Sheet. With this web app connected, you can do things like update product inventory in Woo based on records in a Google Sheet, update user profile data based on changes in a Sheet and more! [![Google Sheets MarketPlace App](https://automatorplugin.com/wp-content/uploads/2024/04/Google-Sheets-Marketplace-App-1024x341.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Google-Sheets-Marketplace-App.png) The system works by sending data to Uncanny Automator via webhook whenever a change is made to a cell *and* you move focus away from the cell. These are requirements imposed by Google, which means that if you update values by formula, or another app, they *will not* trigger webhook notifications to an Automator recipe. It will only work when a user manually makes changes to a value. The new [Google Sheets Web App integration](https://automatorplugin.com/integration/sheets-web-app/) adds a single trigger: Receive data from Google Sheets Web App. The setup for using a Google Marketplace app with your Google Sheets requires a number of steps to set up, so make sure you follow [the guide in our Knowledge Base](https://automatorplugin.com/knowledge-base/google-sheets-webhook-addon/). ### LifterLMS updates Our [LifterLMS integration](https://automatorplugin.com/integration/lifterlms/) adds these 2 triggers for [Pro](https://automatorplugin.com/pricing/) users: - A user enrolls in a membership - A user triggers an engagement While the triggers open up many opportunities, we suspect these 4 new conditions will help even more: - The user does not have a membership - The user has a membership - The user is enrolled in a course - The user is not enrolled in a course ### Magic button blocks & attributes There are some big improvements to [Magic buttons and Magic links](https://automatorplugin.com/integration/magic-button/) in the 5.7 release. First up are new Gutenberg blocks. With these, you can add magic buttons and links to any page, select the recipe/trigger linked to the button you want to display, and we’ll take care of the rest. No more shortcodes are required for Gutenberg use. Here’s what it looks like: [![Magic Button Block](https://automatorplugin.com/wp-content/uploads/2024/04/Magic-Button-Block-1024x370.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Magic-Button-Block.png) We have also introduced some new attributes to magic button and link shortcodes to improve usability. The following are now available: - is\_ajax: When set to “yes”, the button uses an Ajax submission instead of a page reload. - submit\_message: Optionally add different text for the button when it has been clicked but the recipe hasn’t yet completed; this is particularly relevant for Ajax-based submissions - success\_message: Show different text for the button label on completion of the recipe run after the link or button has been clicked. ### Other improvements All of the capabilities that follow could be major features in their own right, but with 5.7 being such a big update, we’ll mention them briefly in this section. [Woo Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) gains a new action to remove a subscription product from a user’s subscription. This can be helpful when users switch subscriptions to potentially remove an item that’s no longer relevant. In [BuddyBoss](https://automatorplugin.com/integration/buddyboss/), there are new checkboxes to optionally generate preview images from the first URL in a message when posting to activity streams. This is what it looks like: [![BuddyBoss URL Preview](https://automatorplugin.com/wp-content/uploads/2024/04/BuddyBoss-URL-Preview-1024x509.png)](https://automatorplugin.com/wp-content/uploads/2024/04/BuddyBoss-URL-Preview.png) In the [LearnDash](https://automatorplugin.com/integration/learndash/) action to send a certificate, there’s a new field to add CSS styling that’s independent of the certificate body editor. This will help with more granular control over CSS. Elsewhere in [LearnDash](https://automatorplugin.com/integration/learndash/), actions to send an email to Group Leaders will now send out independent emails to each recipient instead of a combined email to all recipients. In [Woo](https://automatorplugin.com/integration/woocommerce/), the action to add a product to an order gains fields for price and quantity, and in [Woo Memberships](https://automatorplugin.com/integration/woocommerce-memberships/), there are new tokens for Membership post ID and plan post ID. There is of course [more in the release](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/), but what’s above captures the highlights. We hope you find the additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New integrations: GetResponse and SliceWP](https://automatorplugin.com/new-integrations-getresponse-and-slicewp/) **Published:** April 23, 2024 **Author:** Ryan Moore **Content:** [Uncanny Automator 5.7](https://wordpress.org/plugins/uncanny-automator/) is out! This update to our free no-code automation plugin for WordPress adds several new integrations and features, as well as a rebuild of an existing integration. ### GetResponse A popular email marketing platform, [GetResponse](https://automatorplugin.com/integration/getresponse/) makes it easy to send email newsletters, campaigns, surveys and more. This new integration for Uncanny Automator adds 2 new actions: - Create or update a contact - Remove a contact With this new support, you might create a new contact in GetResponse and add profile details when a user completes a purchase, or perhaps remove a contact when a refund is processed for a user. ### SliceWP A popular affiliate marketing plugin for WordPress, [SliceWP](https://automatorplugin.com/integration/slicewp/) supports features like commission tracking, paying, reporting and more. The integration introduce in Automator 5.7 adds 3 new triggers and 1 action: - Trigger: A new affiliate is awaiting approval - Trigger: A user becomes an affiliate - Trigger: An affiliate is approved - Action: Add a new affiliate [![SliceWP Integration](https://automatorplugin.com/wp-content/uploads/2024/04/slicewp-integration-1024x343.png)](https://automatorplugin.com/wp-content/uploads/2024/04/slicewp-integration.png) Perhaps when an affiliate is waiting for approval the status is shared internally in a [Slack](https://automatorplugin.com/integration/slack/) channel, and after approval the user is tagged in [Groundhogg](https://automatorplugin.com/integration/groundhogg/) to begin an onboarding campaign. With the new action, perhaps a [Formidable Form](https://automatorplugin.com/integration/formidable-forms/) registration form is used to also add a new affiliate. ### Bitly While Automator did previously have a Bitly integration, it had dependencies on an official Bitly plugin that was removed from WordPress.org. Once it became clear it wouldn’t be reinstated in the near future, we decided to rebuild the integration to connect directly to [Bitly](https://automatorplugin.com/integration/bitly/) instead of having any other plugin dependencies. If you previously used our Bitly integration, please consider switching to the new integration ASAP. As the previous Bitly plugin was removed for security reasons, it’s a good idea to remove it from your site (at least until the security issues are addressed and the plugin is reinstated to .org). ### Easy Digital Downloads Our EDD integration gets 2 new logged-in triggers for the [Software Licensing addon](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/): - A user’s license for a download is created - A user’s license for a download expires Perhaps when a license is created then the user is enrolled in an onboarding course, and when a license expires then a winback campaign is initiated in a CRM via a new tag. ### Other Automator improvements If you’re a [Google Sheets](https://automatorplugin.com/integration/google-sheets/) user, Uncanny Automator 5.7 features a rebuilt “Update a row” action that now supports sending failed actions to Google Sheets. In earlier versions, the action had to send 2 calls to Google Sheets, and if the first one failed, there wouldn’t be data available to allow resending values. The updated action uses a single call only, allowing all such actions to be resent if there’s an issue. Outgoing [Webhook](https://automatorplugin.com/integration/webhooks/) actions gain support for PATCH and OPTIONS request types. This improves flexibility and allows new use cases for advanced webhook users. To help with recipes that are stuck “In Progress” for a reason other than a delay, there’s new behaviour that will mark these recipes as failures so that they don’t stay “In Progress” indefinitely. These stuck recipes could occur because of fatal errors from other plugins when a recipe ran, a required plugin not being active when an action was supposed to run, etc. For [OpenAI](https://automatorplugin.com/integration/openai/) users, there’s a new automator\_openai\_chat\_generate\_should\_sanitize\_fields filter that can be used to enable or disable field sanitization. That covers the highlights of the free [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 5.7 release, but make sure to visit the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for a full list of updates. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Connect ActiveCampaign to WordPress (Beginner's Tutorial)](https://automatorplugin.com/how-to-connect-activecampaign-to-wordpress/) **Published:** February 2, 2022 **Author:** Sandipan **Content:** *Connect ActiveCampaign to your WordPress website with Uncanny Automator. This is a must-have WordPress integration for anyone who wants to up their marketing automation game!* Are you trying to connect [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) to WordPress? Of course you are! That’s how you ended up here. And lucky you did. Whether you’re brand new to ActiveCampaign and WordPress or an email marketing wizard, you’ll love this guide. In this step-by-step tutorial, we’ll show you how to create a next-level ActiveCampaign and WordPress integration with [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Whether you’re just getting started with importing your WordPress users into ActiveCampaign or polishing off your segmentation by auto-tagging contacts based on [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) purchases or [**LearnDash**](https://automatorplugin.com/share/learndash) course completions. This is the integration you’ve been looking for! So let’s get started. ## **Introduction** In this guide, we’ll show you how to create a complete ActiveCampaign integration for WordPress. Follow the steps in this tutorial to learn how to import your WordPress users into ActiveCampaign, tag your ActiveCampaign contacts based on their activity on your WordPress website and even manage your lists. And that’s just the beginning. Make sure to read through to the end to learn how to reverse this integration! We’ll show you how to make changes in WordPress based on changes in ActiveCampaign. ## Why Connect [ActiveCampaign](https://automatorplugin.com/share/activecampaign) to WordPress with [Automator](https://www.automatorplugin.com/pricing) [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) is a popular (and powerful) CRM with must-have features for marketing automation, including segmentation tools, split testing and lead scoring. Needless to say, connecting ActiveCampaign to WordPress combines the power of a leading CRM with the versatility of the best CMS. But to pull off this powerful integration, you’ll need an equally powerful tool. Enter [**Uncanny Automator**](https://www.automatorplugin.com/pricing). [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Automator is the #1 automation and integration tool for WordPress websites. Don’t believe us? Maybe these features will convince you. - **Affordability:** Unlike other automation and integration tools on the market, Automator doesn’t charge you a per automation fee. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator packs tons of features (filters, scheduled/delayed actions, dynamic data, bulk recipes, etc.) into a user-friendly, no-code click-and-play interface. After you make your first recipe (which we’ll walk you through), you’ll be an Automator expert! - **Support:** Automator doesn’t have a 5-star rating for nothing. With a library’s worth of support documents and a team of expert developers, Automator users can always get the answers they’re looking for. - **Versatility:** Workflow automator. App and plugin integrator. [**Custom fields editor**](https://automatorplugin.com/custom-user-fields-addon/). Metadata manager. [**Content restrictor**](https://automatorplugin.com/restrict-content-addon/). And, well, you get the idea. Automator is a jack of all trades and master of most! - **Integrations:** Automator has [**253 integrations**](https://automatorplugin.com/integrations/) with more always in the works. This means that you can connect ActiveCampaign to all of your favorite apps and plugins. [**Convinced yet? Get your Automator license so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **How to Tag WordPress Users in ActiveCampaign** In this section, we’ll take you through connecting ActiveCampaign to WordPress with the help of an example; adding a tag to a user in ActiveCampaign for passing a quiz. [![tag-wordpress-users-in-activecampaign-for-quizzes](https://automatorplugin.com/wp-content/uploads/2022/02/tag-wordpress-users-in-activecampaign-for-quizzes-1024x623.png)](https://automatorplugin.com/wp-content/uploads/2022/02/tag-wordpress-users-in-activecampaign-for-quizzes.png) As in the recipe pictured above, we’ll be using LearnDash. However, Automator integrates just as well with **LearnPress**, **Tutor LMS**, **LifterLMS**, **MasterStudy LMS** and more. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Tag WordPress Users in ActiveCampaign for Quizzes”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **LearnDash** or your preferred LMS. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the dropdown list that appears, select your desired trigger. For example, we have selected *A user passes a quiz*. [![learndash-trigger-a-user-passes-a-quiz](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-trigger-a-user-passes-a-quiz-1024x485.png)](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-trigger-a-user-passes-a-quiz.png) If your trigger had any bolded text highlighted in blue, Automator will prompt you to fill in those fields. For example, we have selected a quiz. Once you’re finished, click **Save**. Your trigger should look something like this: [![learndash-trigger-a-user-passes-a-quiz-live](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-trigger-a-user-passes-a-quiz-live-1024x367.png)](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-trigger-a-user-passes-a-quiz-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **ActiveCampaign**. [![activecampaign-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png) If you haven’t yet connected your ActiveCampaign account, then a pop-up window will appear. Click **Connect account**. [![](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account.png) Another pop-up window will appear, prompting you to enter your *Account URL* and *API key*. To find these, go to your [ActiveCampaign account](https://www.activecampaign.com/login) and navigate to *Settings* > *Developer*. Copy the URL and API key. [![activecampaign-url-and-api-key](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key-1024x419.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key.png) Paste the information into the corresponding fields in the Automator pop-up window. When you’re finished, click **Connect ActiveCampaign account**. [![connect-activecampaign-account-account-url-and-api-key](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-account-url-and-api-key-1024x247.png)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-account-url-and-api-key.png) Next, click **Save Settings** and return to the recipe editor. From the dropdown list appears, select *Add a tag to the user*. [![activecampaign-action-add-a-tag-to-the-user](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-action-add-a-tag-to-the-user-1024x482.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-action-add-a-tag-to-the-user.png) Automator will prompt you to select the tag you want to add to the user’s email in ActiveCampaign. Select the tag that corresponds to the LearnDash quiz from Step 3. Once you’re finished, click **Save**. Your completed action should look something like this: [![activecampaign-action-add-a-tag-to-the-user-live](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-tag-to-the-user-live-1024x452.png)](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-tag-to-the-user-live.png) **Step 5: Go Live!** You’re just about ready to connect ActiveCampaign to WordPress. All that’s left for you to do now is to toggle your recipe from *Draft* to *Live*. [![tag-wordpress-users-in-activecampaign-for-quizzes-live](https://automatorplugin.com/wp-content/uploads/2022/02/tag-wordpress-users-in-activecampaign-for-quizzes-live-1024x623.png)](https://automatorplugin.com/wp-content/uploads/2022/02/tag-wordpress-users-in-activecampaign-for-quizzes-live.png) That’s it! Now you see how easy it is to connect ActiveCampaign to WordPress with Automator, let’s take a look at some more advanced recipes. Don’t worry—they’re just as easy to cook up! ## **Import WordPress Users Into ActiveCampaign** We showed you how to tag your contacts in ActiveCampaign based on their activity on your WordPress website. But, how did all of our WordPress users get into ActiveCampaign in the first place? With the click of a button, of course! [![import-wordpress-users-into-activecampaign](https://automatorplugin.com/wp-content/uploads/2022/02/import-wordpress-users-into-activecampaign-1024x878.png)](https://automatorplugin.com/wp-content/uploads/2022/02/import-wordpress-users-into-activecampaign.png) In the recipe pictured above, we used Automator’s powerful *Loops* feature to sync our WordPress user list with our ActiveCampaign account. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. **Step 2: Name Your Recipe** We named this recipe “Import WordPress Users Into ActiveCampaign”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. When you’re finished, your trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png)](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add** and select *User loop* from the dropdown list. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop-1024x286.png)](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop.png) Automator will create a *Loop* pane within the *Actions* panel. By default, Automator will have applied a user filter to exclude WordPress admins from the actions. You can choose to remove this filter or add another one, depending on your own workflows. Click **Add action** within the *Loop* pane and select **ActiveCampaign** from the menu of available integrations. From the dropdown list appears, select *Add the user to ActiveCampaign*. [![activecampaign-action-add-the-user-to-active-campaign](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-the-user-to-active-campaign-1024x498.png)](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-the-user-to-active-campaign.png) (Note: If you want to have slightly more control over *how* these WordPress users are imported into ActiveCampaign, you can select *Add a contact to ActiveCampaign*.) [![activecampaign-action-add-a-contact-to-active-campaign](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-contact-to-active-campaign-1024x494.png)](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-contact-to-active-campaign.png) You can then fill out these fields using *tokens* (i.e., dynamic data pulled from your WordPress website and from within recipes). To select a token, click on the **Asterisk** in each field. [![activecampaign-action-add-a-contact-to-active-campaign-with-tokens](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-contact-to-active-campaign-with-tokens-916x1024.png)](https://automatorplugin.com/wp-content/uploads/2022/02/activecampaign-action-add-a-contact-to-active-campaign-with-tokens.png) Once you’re finished, your *Loop* pane should look something like this: [![automator-loop-add-user-to-activecampaign-action](https://automatorplugin.com/wp-content/uploads/2022/02/automator-loop-add-user-to-activecampaign-action-1024x588.png)](https://automatorplugin.com/wp-content/uploads/2022/02/automator-loop-add-user-to-activecampaign-action.png) **Step 5: Import Your Users!** You’re just about ready to import all of your WordPress users into ActiveCampaign. All you have to do is click **Run now** and let Automator do all of the work for you! [![import-wordpress-users-into-activecampaign-run-now](https://automatorplugin.com/wp-content/uploads/2022/02/import-wordpress-users-into-activecampaign-run-now-1024x878.png)](https://automatorplugin.com/wp-content/uploads/2022/02/import-wordpress-users-into-activecampaign-run-now.png) Of course, your WordPress user list isn’t a static list. As such, you can create another recipe to keep your WordPress users and ActiveCampaign contacts in perfect sync. [![add-wordpress-users-in-activecampaign](https://automatorplugin.com/wp-content/uploads/2022/02/add-wordpress-users-in-activecampaign-1024x687.png)](https://automatorplugin.com/wp-content/uploads/2022/02/add-wordpress-users-in-activecampaign.png) ## **Connect WordPress to ActiveCampaign** So far, we’ve shown you recipes that connect ActiveCampaign to WordPress. But what about connecting WordPress to ActiveCampaign? Automator supports ActiveCampaign triggers; meaning that changes you make to contacts in ActiveCampaign can affect changes on your WordPress website. If you want to know how to set up these ActiveCampaign triggers, you can find a [**detailed guide in our Knowledge Base**](https://automatorplugin.com/knowledge-base/activecampaign-triggers/?utm_source=uncanny_automator&utm_medium=settings&utm_content=active-campaign-triggers-kb_article). Alternatively, find the abridged instructions below: 1. From your WordPress Admin Dashboard, navigate to *Automator* > *Settings* > *App integrations* > *ActiveCampaign*. 2. In the ActiveCampaign integration panel, toggle **Enable triggers** to the “on” position. Copy the Webhook URL provided to your clipboard. 3. From your ActiveCampaign account, navigate to *Settings* > *Developer* and click **Manage webhooks**. In the new panel, click **Add webhook** and choose your webhook type (we recommend **Standard**). 4. Fill out the fields, making sure to paste the Webhook URL from Automator into the *URL* field. When you’re finished, click **Save**. 5. Return to your Automator window and click **Save Settings**. You can now find the ActiveCampaign triggers under the recipe type *Everyone*. Now, how’s that for marketing automation? ## **Frequently Asked Questions** **Can I use ActiveCampaign to automate email marketing for my WordPress blog or website?** Absolutely! ActiveCampaign provides robust marketing automation features all on its own. However, with Automator, you can leverage these marketing automation tools for your WordPress website. Trigger automations in ActiveCampaign from [**WPForms**](https://automatorplugin.com/share/wpforms) form submissions, [**Woo**](https://automatorplugin.com/share/woocommerce/) product purchases, [**EDD**](https://automatorplugin.com/share/easy-digital-downloads/) downloads or even page visits! **What benefits does integrating ActiveCampaign with WordPress provide?** Integrating ActiveCampaign with WordPress offers several benefits. You can capture leads directly from your website, find more ways to personalize and segment your contacts, track user engagement and create more seamless conversions. Particularly with Automator as your integration tool of choice, the benefits are endless! **What are some marketing automation ideas?** With Automator and ActiveCampaign, there are tons of powerful marketing automations for WordPress users to take advantage of. Capture leads from various form submissions, create drip campaigns from page visits, send event reminders, create lists based on metadata, drip course material and offer lead magnets. It’s up to you! ## **Conclusion** In this step-by-step tutorial, we showed you what makes [**Automator**](https://www.automatorplugin.com/pricing) the best tool for creating an ActiveCampaign integration for WordPress. We even walked you through connecting your WordPress website to your ActiveCampaign account! We’re pretty confident that you’re ready to tackle some recipes of your own. However, if you still have questions or would like to know more about this integration, drop us a line in the comments section below. Until next time, happy automating! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Featured Plugins, Use Cases --- ### [Connect ActiveCampaign to BuddyBoss](https://automatorplugin.com/connect-activecampaign-to-buddyboss/) **Published:** April 18, 2024 **Author:** Brendan Da Costa **Content:** *Keep your community connected! Create a seamless, two-way BuddyBoss and ActiveCampaign integration with Uncanny Automator. Tag your contacts, manage your lists and much more.* [![connect-activecampaign-to-buddyboss-featured-image](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-to-buddyboss-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-to-buddyboss-featured-image.jpg) Are you looking for a way to connect [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) to [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/)? Of course you are! That’s how you ended up on this page—and good thing you did. With [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can create a seamless, two-way BuddyBoss and ActiveCampaign integration in just a few clicks—and even fewer minutes! Want to add new BuddyBoss community members to your ActiveCampaign account and mailing lists? Maybe you want to tag contacts in ActiveCampaign whenever they join a new BuddyBoss forum? It’s all possible (and remarkably easy) with Uncanny Automator. But the community-building doesn’t end there. With Automator, you can send ActiveCampaign data directly to your WordPress website! No code, no cost, no confusing steps. But that’s enough talk. Let’s get into the good stuff. ## **Introduction** In this step-by-step guide, we’ll show you how to connect ActiveCampaign to BuddyBoss—and BuddyBoss to ActiveCampaign! Better yet, we’ll show you what makes Uncanny Automator the best tool for the job. By the end of this walkthrough, you’ll have created a totally seamless, two-way integration between BuddyBoss and ActiveCampaign. You’ll know how to tag your ActiveCampaign contacts based on their BuddyBoss activity, add and remove BuddyBoss community members from ActiveCampaign lists and even send valuable ActiveCampaign data to your WordPress website. This is one community-building integration that you simply have to have. ## Why Connect [ActiveCampaign](https://automatorplugin.com/share/activecampaign) to [BuddyBoss](https://automatorplugin.com/share/buddyboss/) with [Automator](https://www.automatorplugin.com/pricing) [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) is one of the biggest and most feature-rich marketing automation tools available to businesses seeking closer connection with their customers. Likewise, [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) is the community-focused, membership management plugin of choice for countless WordPress websites. Needless to say, an integration this powerful deserves nothing but the best. Enter [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Automator is the #1 automation and integration tool for WordPress websites, making it the perfect choice for connecting your favorite apps and plugins. Of course, you don’t have to take our word for it. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) We know that when it comes to creating seamless integrations, there are plenty of other tools and addons available. But, apart from the 5-star ratings from Automator’s tens of thousands enthusiastic users, there are plenty of other factors that set Automator apart from the competition. - **Affordability:** Don’t want to pay per automation fees? Then Automator is unquestionably the tool for you. Unlike other automation and integration solutions, Automator won’t charge you each time you run an automation. In other words, the more you automate and integrate, the more you save! - **Ease-of-Use:** Automator is a seriously powerful plugin. Whether you want to tap into your WordPress metadata or automate entire workflows across multiple external apps, Automator has you covered. But don’t worry. All of that power is packed into a user-friendly click-and-play interface with a learning curve so gentle that it’s barely a mound. - **Versatility:** How many plugins do you know that can function as a workflow automator, app integrator, [**custom fields editor**](https://automatorplugin.com/custom-user-fields-addon/), metadata manager, [**content restrictor**](https://automatorplugin.com/restrict-content-addon/) and, well, you get the idea? We’re willing to bet that this is the first one. Whether you want to auto-publish new products to Instagram, edit custom user and post fields in bulk or manage workflow, Automator has you covered. - **Integrations:** Automator has [**253 integrations**](https://automatorplugin.com/integrations/) with more on the way all of the time. This means that you can connect ActiveCampaign and BuddyBoss to a whole lot more than just each other. The best part? With an easy-to-use webhooks integration, you can connect your WordPress website to, well, the whole internet if you really wanted to! - **Support:** Unparalleled support has made Automator one of the highest-rated plugins in the WordPress ecosystem. Can’t find an integration that you really want? Is there a feature that would make your life easier? Maybe you need some help setting up a time-saving recipe. Whatever your automation and integration needs might be, the Automator support team is never more than a help request away. [**Convinced yet? Get your Automator license today so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **Tag Your BuddyBoss Contacts in ActiveCampaign** If you want to segment your BuddyBoss members in ActiveCampaign, tags are probably the best way to do it. And, thanks to some unique Automator features, you can easily automate the segmentation process. [![tag-buddyboss-members-in-activecampaign](https://automatorplugin.com/wp-content/uploads/2024/04/tag-buddyboss-members-in-activecampaign-1024x596.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tag-buddyboss-members-in-activecampaign.png) In the recipe pictured above, for example, we’re able to add tags to our BuddyBoss members in ActiveCampaign whenever they join a particular group. Let’s take a look at how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Just like a good BuddyBoss group, recipes in Automator need cool names. Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Tag BuddyBoss Members in ActiveCampaign”. Alright, it’s not the coolest name—but it’s pretty descriptive. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **BuddyBoss**. [![buddyboss-integration](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-integration.png) Automator has well over three dozen triggers for BuddyBoss (and if you need more, just let us know). From the dropdown list that appears, select your desired trigger. For example, we want to segment our BuddyBoss members in ActiveCampaign by group. As such, we’ve selected the trigger *A user joins a private group*. [![buddyboss-trigger-a-user-joins-a-private-group](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-trigger-a-user-joins-a-private-group-1024x484.png)](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-trigger-a-user-joins-a-private-group.png) If your selected trigger had highlighted text in blue, then Automator will prompt you to make a selection. Our trigger, for example, has prompted us to select a group. When you’re finished, click **Save**. Your completed trigger should look something like this: [![buddyboss-trigger-a-user-joins-a-private-group-live](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-trigger-a-user-joins-a-private-group-live-1024x362.png)](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-trigger-a-user-joins-a-private-group-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **ActiveCampaign** from the menu of available integrations. [![activecampaign-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-integration-not-connected.png) If you haven’t yet connected your ActiveCampaign account, then a pop-up window will appear. Click **Connect account**. [![connect-activecampaign-account](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account.png) Another pop-up window will appear, prompting you to enter your *Account URL* and *API key*. To find these, go to your [ActiveCampaign account](https://www.activecampaign.com/login) and navigate to *Settings* > *Developer*. Copy the URL and API key. [![activecampaign-url-and-api-key](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key-1024x419.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-url-and-api-key.png) Paste the information into the corresponding fields in the Automator pop-up window. When you’re finished, click **Connect ActiveCampaign account**. [![connect-activecampaign-account-account-url-and-api-key](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-account-url-and-api-key-1024x247.png)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-activecampaign-account-account-url-and-api-key.png) Next, click **Save Settings** and return to the recipe editor. From the dropdown list appears, select *Add a tag to the user*. [![activecampaign-action-add-a-tag-to-the-user](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-action-add-a-tag-to-the-user-1024x482.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-action-add-a-tag-to-the-user.png) Automator will prompt you to select the tag you want to add to the user’s email in ActiveCampaign. Select the tag that corresponds to the BuddyBoss group from Step 3. Once you’re finished, click **Save**. Your completed action should look something like this: [![activecampaign-action-add-a-tag-to-the-user-live](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-action-add-a-tag-to-the-user-live-1024x446.png)](https://automatorplugin.com/wp-content/uploads/2024/04/activecampaign-action-add-a-tag-to-the-user-live.png) **Step 5: Go Live!** You’re just about ready to connect ActiveCampaign to BuddyBoss. All that’s left for you to do now is toggle the recipe from *Draft* to *Live*. [![tag-buddyboss-members-in-activecampaign-live](https://automatorplugin.com/wp-content/uploads/2024/04/tag-buddyboss-members-in-activecampaign-live-1024x596.png)](https://automatorplugin.com/wp-content/uploads/2024/04/tag-buddyboss-members-in-activecampaign-live.png) That’s it! Now that you’ve gotten a hang of the basics, let’s take a look at what else you can do with this powerful integration. ## **Manage Your ActiveCampaign Lists from BuddyBoss** One of the coolest Automator features that you’ll love is the ability to run *Loops*. These are essentially bigger automations that cycle through users or posts and perform actions on them. Take the recipe pictured below for example. [![create-activecampaign-list-for-buddyboss-group](https://automatorplugin.com/wp-content/uploads/2024/04/create-activecampaign-list-for-buddyboss-group-1024x919.png)](https://automatorplugin.com/wp-content/uploads/2024/04/create-activecampaign-list-for-buddyboss-group.png) With just the click of a button, we’re able to populate an entire ActiveCampaign list with the contact information of users in a BuddyBoss group. Want to know how we did it? It’s easier than you think. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Create ActiveCampaign List for BuddyBoss Group”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, select *Trigger recipe manually*. When you’re finished, your trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png)](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add** and select *User loop* from the dropdown list. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop-1024x286.png)](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop.png) Once you’re finished, click **Confirm**. Now that you’ve selected the users that the action(s) will run on, you can add the actions themselves. Simply click **Add action** within the *Loop* pane and select **ActiveCampaign** from the menu of available integrations. From the dropdown list that appears, select *Add the user to a list*, select the ActiveCampaign list to which you would like to add these users and click **Save**. Once you’re finished, your *Loop* pane should look something like this: [![user-loop-activecampaign-add-buddyboss-users-to-a-group-live](https://automatorplugin.com/wp-content/uploads/2024/04/user-loop-activecampaign-add-buddyboss-users-to-a-group-live-1024x685.png)](https://automatorplugin.com/wp-content/uploads/2024/04/user-loop-activecampaign-add-buddyboss-users-to-a-group-live.png) **Step 5: Populate Your List!** You’re just about done. All that’s left for you to do is to click **Run now** and sit back as Automator populates your ActiveCampaign list! [![create-activecampaign-list-for-buddyboss-group-run-now](https://automatorplugin.com/wp-content/uploads/2024/04/create-activecampaign-list-for-buddyboss-group-run-now-1024x919.png)](https://automatorplugin.com/wp-content/uploads/2024/04/create-activecampaign-list-for-buddyboss-group-run-now.png) Use this powerful automation to add contacts to ActiveCampaign, segment them and build your community! ## **Connect BuddyBoss to ActiveCampaign** So far, we’ve shown you how simple it is to connect ActiveCampaign to BuddyBoss. But what about connecting BuddyBoss to ActiveCampaign? Automator supports ActiveCampaign triggers; meaning that changes you make to contacts in ActiveCampaign can affect changes on your WordPress website. If you want to know how to set up these ActiveCampaign triggers, you can find a [**detailed guide in our Knowledge Base**](https://automatorplugin.com/knowledge-base/activecampaign-triggers/?utm_source=uncanny_automator&utm_medium=settings&utm_content=active-campaign-triggers-kb_article). Alternatively, find the abridged instructions below: 1. From your WordPress Admin Dashboard, navigate to *Automator* > *Settings* > *App integrations* > *ActiveCampaign*. 2. In the ActiveCampaign integration panel, toggle **Enable triggers** to the “on” position. Copy the Webhook URL provided to your clipboard. 3. From your ActiveCampaign account, navigate to *Settings* > *Developer* and click **Manage webhooks**. In the new panel, click **Add webhook** and choose your webhook type (we recommend **Standard**). 4. Fill out the fields, making sure to paste the Webhook URL from Automator into the *URL* field. When you’re finished, click **Save**. 5. Return to your Automator window and click **Save Settings**. You can now find the ActiveCampaign triggers under the recipe type *Everyone*. Ultimately, how you choose to use these triggers will depend on your workflows. For example, you could use the triggers to send a private subscribe/unsubscribe confirmation message to BuddyBoss members. [![buddyboss-tag-removal-message](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-tag-removal-message-1024x574.png)](https://automatorplugin.com/wp-content/uploads/2024/04/buddyboss-tag-removal-message.png) Now tell me that isn’t an awesome two-way integration! ## **Frequently Asked Questions** **1. Is it possible to connect BuddyBoss to ActiveCampaign?** Connecting BuddyBoss to ActiveCampaign is possible with Uncanny Automator as well as a host of other integration tools. However, Automator is the integration plugin of choice for WordPress websites because users don’t incur per automaton fees. Additionally, Automator offers unparalleled flexibility and tons of powerful features. **2. How do I connect my WordPress form to ActiveCampaign?** With Automator, of course! We have a whole guide on connecting your favorite form-building plugins to your desired CRM of choice. [Click here](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) to find out how to connect your WordPress forms to ActiveCampaign. ****3. Can I connect ActiveCampaign to WooCommerce?**** With Automator, you can easily connect ActiveCampaign to your Woo store. Whether you want to tag contacts based on product views or purchases, create subscription lists or simply send out exclusive offers, you’ll want to [read this guide](https://automatorplugin.com/boost-your-woocommerce-sales-with-activecampaign-automator/). ## **Conclusion** That’s all! You now know all there is to know about connecting ActiveCampaign to BuddyBoss—and vice versa! In this detailed walkthrough, we showed you how to tag your ActiveCampaign contacts based on their BuddyBoss activity. We also showed you how to populate entire ActiveCampaign lists with nothing but the click of a button and a few nifty filters. Most importantly, however, we hope that we left you eager to try out some ActiveCampaign and BuddyBoss integrations of your own. Have any other questions? Drop us a line in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect WooCommerce to HubSpot](https://automatorplugin.com/connect-woocommerce-to-hubspot/) **Published:** April 15, 2024 **Author:** Brendan Da Costa **Content:** *Create the perfect WooCommerce to HubSpot integration with Uncanny Automator. Keep your contacts updated, keep your lists fresh, and much more!* [![connect-woocommerce-to-hubspot-featured-image](https://automatorplugin.com/wp-content/uploads/2024/04/connect-woocommerce-to-hubspot-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/04/connect-woocommerce-to-hubspot-featured-image.jpg) Are you looking for a way to connect [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) to [**HubSpot**](https://automatorplugin.com/share/hubspot/)? We certainly hope so, because you’ve just found the perfect solution! With [**Uncanny Automator**](https://www.automatorplugin.com/pricing) you can create a seamless Woo + HubSpot integration in just a few clicks—and even fewer minutes! Whether you want to keep your contacts up-to-date or manage your various lists, Automator can help you do it. We’ll even show you a way to make changes in your Woo store from HubSpot! Ever wanted to send unique, automated offers to a few of your Woo shoppers on a HubSpot list? Automator can make it happen and we’ll show you how! But that’s enough teasing for now. Let’s get into it. ## **Introduction** In this step-by-step guide, we’ll show you how to connect WooCommerce to HubSpot using Uncanny Automator. We’ll also reveal to you why Automator is the best option for making this powerful integration. By the end of this walkthrough, you’ll be able to update your HubSpot contact data based on activity in your Woo store. You’ll also be able to manage your static lists, making segmentation a whole lot easier. As a little bonus, at the very end, we’ll show you how to use webhooks to connect HubSpot to Woo! We promise, this is one integration that you don’t want to miss out on. ## Why Connect [Woo](https://automatorplugin.com/share/woocommerce/) to [HubSpot](https://automatorplugin.com/share/hubspot/) with [Automator](https://www.automatorplugin.com/pricing) [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) is the leading ecommerce platform for WordPress websites. Similarly, [**HubSpot**](https://automatorplugin.com/share/hubspot/) is one of the most popular—and certainly one of the most powerful—CRMs out there. And a pairing like this deserves nothing but the best. Enter [**Uncanny Automator**](https://www.automatorplugin.com/pricing)! Automator is the #1 automation and integration tool for WordPress websites. But don’t take our word for it—trust the 5-star rating and tens of thousands of active installations! [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Even so, when it comes to integration tools, we know that you have tons of options to choose from. But there are some key factors that set Automator apart from the rest. - **Affordability:** Automator doesn’t just help you save time—it also helps you save money. Unlike other integration and automation tools on the market, Automator doesn’t charge a per automation fee. Do you have thousands, tens of thousands or even hundreds of thousands of contacts in HubSpot? How many transactions are you processing in your Woo store every week? With Automator, it doesn’t matter! The more you integrate and automate, the more you save! - **Ease-of-Use:** Don’t let Automator’s click-and-play interface fool you—there’s serious power packed into this plugin. Creating these powerful integrations—what we like to call *recipes*—is as simple as selecting triggers and actions (as many as you want). From there, add filters and delays/timers, select from a massive range of dynamic data using easily searchable tokens and even set recipe run limits. We’ll walk you through setting up some Automator recipes so you’ll see firsthand how simple it is. - **Integrations:** With [**253 integrations**](https://www.automatorplugin.com/integrations) (and counting), you can connect Woo and HubSpot to a lot more than just each other. Want to connect Woo to [**Google Sheets**](https://automatorplugin.com/share/google/)? Or how about connecting HubSpot to [**LearnDash**](https://automatorplugin.com/share/learndash) or [**ClickUp**](https://automatorplugin.com/share/clickup/)? Why stop there? Auto-generate Woo product descriptions with [**OpenAI**](https://automatorplugin.com/share/openai/) or condense your HubSpot contact data into a simple [**QR code**](https://automatorplugin.com/integration/qr-code/) that you can embed into an email.Convinced? [**Get your Automator license now so you can follow along.>>>**](https://www.automatorplugin.com/pricing) Convinced? [**Get your Automator license now so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## **Keep Your HubSpot Contact Data Up-to-Date** Keeping your HubSpot contact data up-to-date is crucial for protecting the value of your CRM. Of course, no one really has time to go over the details of hundreds (far less thousands) of contacts. That’s why we’ve created the recipe pictured below. [![woocommerce-to-hubspot-update-contact](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-to-hubspot-update-contact-1024x666.png)](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-to-hubspot-update-contact.png) In that Automator recipe, every time one of our Woo shoppers makes a purchase, we will update their HubSpot contact with the latest information from their checkout form. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: We selected *Logged-in users* because we have configured our Woo settings to require account login or creation at checkout. If you do not have this setting enabled in your Woo store and you still want to add/update contacts to HubSpot, select *Everyone* and we will include notes throughout the walkthrough for you.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “WooCommerce to HubSpot: Update Contact”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WooCommerce**. [![woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png) From the dropdown list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. [![woocommerce-trigger-a-user-pays-for-an-order-with-a-product](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-1024x488.png)](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product.png) (Note: If you selected the recipe type *Everyone*, your trigger should be *A guest completes, pays for, lands on a thank you page for an order with a product*.) Automator will prompt you to select the *Trigger condition* and *Product*. Because we want to capture as many customers as possible, we have selected *pays for* and *Any product*. When you’re finished, click **Save**. Your completed trigger should look like this: [![woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live-1024x427.png)](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-trigger-a-user-pays-for-an-order-with-a-product-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **HubSpot** from the menu of available integrations. [![hubspot-integration](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration.png) If your HubSpot account is not yet connected, scroll down to the bottom of the integrations menu. The HubSpot integration will be grayed out with the label “Not connected”. [![hubspot-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-not-connected.png) A pop-up window will appear where you can connect your HubSpot account. Click **Connect account** and follow the prompts. [![hubspot-integration-connect-account](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-connect-account-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-integration-connect-account.png) Once your account has been connected, return to the recipe editor. From the dropdown list that appears under the HubSpot integration, select *Add/Update the user in HubSpot*. [![hubspot-action-add-update-the-user-in-hubspot](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-action-add-update-the-user-in-hubspot-1024x488.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-action-add-update-the-user-in-hubspot.png) (Note: If you selected the recipe type *Everyone*, your action will be *Create/Update a contact in HubSpot*.) Automator will prompt you to fill out the custom field(s) that you want to update. Also, the box marked *If the contact already exists, update their info* should be checked by default. If not, check the box. [![hubspot-add-update-a-contact-fields](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-add-update-a-contact-fields-1024x764.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-add-update-a-contact-fields.png) (Note: If you selected the recipe type *Everyone*, you will see an *Email address* field in addition to the *Custom fields*. You can fill out that field using tokens as we will show you below.) To add a field, simply click **Add field**. Automator will have retrieved your contact fields from HubSpot, making it easy for you to select the field(s) you want to update. For example, we have selected the fields *Street Address*, *City*, *State/Region* and the custom field *Last Purchase*. [![hubspot-custom-fields](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-custom-fields-1024x600.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-custom-fields.png) (Note: If you do not see a HubSpot property listed in the dropdown list, you may not have edit access to that property. If you want to add or edit custom properties or change their permissions, go to your HubSpot account and navigate to *Settings* > *Data Management* > *Properties*.) We can now fill out these fields using *tokens*, i.e., dynamic data pulled from your WordPress website and from within recipes. To select a token, simply click on the **Asterisk** and select the corresponding token from the dropdown list. For simplicity, type the token you’re looking for into the search bar. For example, we searched for “address” to find the correct WooCommerce token. [![hubspot-woo-billing-address-token](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-woo-billing-address-token-1024x795.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-woo-billing-address-token.png) Fill out the remaining fields with tokens or simply type something in to use static values. [![hubspot-custom-fields-woo-tokens](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-custom-fields-woo-tokens-1024x708.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-custom-fields-woo-tokens.png) When you’re finished click **Save**. Your completed action should look like this: [![hubspot-add-update-a-contact-fields-live](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-add-update-a-contact-fields-live-1024x458.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-add-update-a-contact-fields-live.png) **Step 5: Go Live!** You’ve almost completed your first WooCommerce and HubSpot integration! All that’s left for you to do now is toggle the recipe from *Draft* to *Live*! [![woocommerce-to-hubspot-update-contact-live](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-to-hubspot-update-contact-live-1024x666.png)](https://automatorplugin.com/wp-content/uploads/2024/04/woocommerce-to-hubspot-update-contact-live.png) It’s that simple! Now that you’ve gotten the hang of creating Woo and HubSpot integrations with Automator, let’s take a look at something a bit more advanced. (But still incredibly simple!) ## **Manage Your Static Lists** HubSpot’s static lists are kind of a misnomer. While you don’t necessarily want to add and remove contacts from these lists dynamically as you would from active lists, it would still be nice to add and remove them *automatically*. This is pretty simple to accomplish with Automator’s HubSpot actions such as *Add a HubSpot contact to a static list* and *Remove the user’s HubSpot contact from a static list*. [![hubspot-actions-add-remove-contacts-from-static-lists](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-actions-add-remove-contacts-from-static-lists-1024x474.png)](https://automatorplugin.com/wp-content/uploads/2024/04/hubspot-actions-add-remove-contacts-from-static-lists.png) With Automator, you can populate entire static lists with the click of a button. For example, in the recipe pictured below, we’ve added all of our Woo customers who haven’t yet made a purchase of a specific product to a static list. [![photography-101-static-list](https://automatorplugin.com/wp-content/uploads/2024/04/photography-101-static-list-1024x911.png)](https://automatorplugin.com/wp-content/uploads/2024/04/photography-101-static-list.png) Let’s take a look at how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Everyone*. **Step 2: Name Your Recipe** We’ve named this recipe “Photography 101 Static List” for easy reference. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Run now**. From the dropdown list that appears, *Trigger recipe manually*. When you’re finished, your trigger should look like this: [![automator-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually-1024x290.png)](https://automatorplugin.com/wp-content/uploads/2024/04/automator-trigger-recipe-manually.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add** and select *User loop* from the dropdown list. [![add-user-loop](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop-1024x286.png)](https://automatorplugin.com/wp-content/uploads/2024/04/add-user-loop.png) Automator will create a *Loop* pane within the *Actions* panel. By default, Automator will have applied a user filter to exclude WordPress admins from the actions. You can choose to remove this filter or add another, depending on your own workflows. We have decided to leave that filter in place and add another one. To add another filter, simply click **Filter users**. A pop-up window will appear where you can select the criteria that users must match in order to be included in the action(s), i.e., the static list. [![automator-woocommerce-user-loop-filter](https://automatorplugin.com/wp-content/uploads/2024/04/automator-woocommerce-user-loop-filter.gif)](https://automatorplugin.com/wp-content/uploads/2024/04/automator-woocommerce-user-loop-filter.gif) Once you’re finished, click **Confirm**. Now you can add the action. Simply click **Add action** within the *Loop* pane and select **HubSpot** from the menu of available integrations. From the dropdown list appears, select *Add the user’s HubSpot contact to a static list*. Automator will prompt you to select one of your pre-existing static lists. Once you’re finished, click **Save**. Your *Loop* pane should look something like this: [![automator-user-loop-add-hubspot-contact-to-a-list-action-live](https://automatorplugin.com/wp-content/uploads/2024/04/automator-user-loop-add-hubspot-contact-to-a-list-action-live-1024x668.png)](https://automatorplugin.com/wp-content/uploads/2024/04/automator-user-loop-add-hubspot-contact-to-a-list-action-live.png) **Step 5: Make Your List!** Your recipe is all configured and ready to go! All you have to do is click **Run now** and sit back as Automator generates an entire HubSpot list for you! [![photography-101-static-list-run-now](https://automatorplugin.com/wp-content/uploads/2024/04/photography-101-static-list-run-now-1024x911.png)](https://automatorplugin.com/wp-content/uploads/2024/04/photography-101-static-list-run-now.png) You can now use this list to create one-off email campaigns with exclusive offers. And, even though this isn’t an active list, you can still dynamically remove contacts from the list if/when they purchase the product in question, helping you to track the success of your email campaigns. ## **Connect HubSpot to WooCommerce** We promised you one last amazing Woo and HubSpot integration—and now is when we deliver. So far, we’ve looked at sending one-way information from WooCommerce to HubSpot. But what about the other way around? What if you wanted to generate a unique Woo coupon code for contacts that you add to a static list? What if you wanted to create an order, complete with a payment gateway and a discount, when you update a contact’s details in HubSpot? [![woo-coupon-code-for-hubspot-contact](https://automatorplugin.com/wp-content/uploads/2024/04/woo-coupon-code-for-hubspot-contact-1024x760.png)](https://automatorplugin.com/wp-content/uploads/2024/04/woo-coupon-code-for-hubspot-contact.png) By combining HubSpot’s workflows feature (available with Sales, Service, Marketing and Operations Hub Professional plans) with Automator’s [**Webhooks**](https://automatorplugin.com/integration/webhooks/) integration, you can recreate the recipe pictured above. Want to know more about creating webhooks with HubSpot? Check out [HubSpot’s step-by-step walkthrough](https://knowledge.hubspot.com/workflows/how-do-i-use-webhooks-with-hubspot-workflows). ## **Frequently Asked Questions** **1. What are the benefits of connecting WooCommerce to HubSpot?** Integrating Woo with HubSpot allows you to sync customer data, order statuses, and even product information between the two platforms. While we mostly demonstrated connecting customer data, Automator has dozens of tokens plus total related to order and product data as well as unfettered access to metadata so you can sync just about anything from your WordPress website to HubSpot. With this kind of integration, you can create targeted marketing campaigns, track customer behavior, and personalize the shopping experience more effectively. **2. How do I integrate WooCommerce with HubSpot?** To integrate Woo with HubSpot, you can use any number of third-party plugins. However, only Uncanny Automator offers a seamless integration without any hidden fees. The more you automate and integrate with Automator, the more you save. ****3. Does integrating Woo with HubSpot require technical expertise?**** While some technical knowledge may be helpful, Automator strives to make everything user-friendly. You don’t need to be a developer to make this integration work for you. Of course, if you ever need help, you can always reach out to our support team. ******4. Will integrating Woo with HubSpot affect my website’s performance?****** Connecting WooCommerce to HubSpot with Automator should have a minimal (i.e., not detectable) impact on your website’s performance. Automator is a powerful but surprisingly light plugin that uses sophisticated caching techniques to maintain optimal performance. Nevertheless, if you’re experiencing slower than usual site speeds, we recommend [these web hosts to get your website humming](https://automatorplugin.com/the-best-wordpress-web-hosts-in-2024/). ## **Conclusion** That’s it! You’re now an expert in WooCommerce and HubSpot integrations. In this guide, we covered the basics on how to connect WooCommerce to HubSpot. Then we showed you why Automator is the best tool for the job and, hopefully, left you eager to try out some integrations of your own. Want to know more about connecting WooCommerce to HubSpot? Drop us a line in the comments section below and we’ll get back to you. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Automator: The #1 QR Code Generator for WordPress](https://automatorplugin.com/automator-the-1-qr-code-generator-for-wordpress/) **Published:** April 4, 2024 **Author:** Brendan Da Costa **Content:** *Augment your WordPress workflows with Automator’s QR code generator! Generate QR codes for events, LearnDash certificates, Woo products, lead captures and more!* [![automator-qr-code-generator-for-wordpress-featured-image](https://automatorplugin.com/wp-content/uploads/2024/04/automator-qr-code-generator-for-wordpress-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/04/automator-qr-code-generator-for-wordpress-featured-image.jpg) Have you ever wanted to generate QR codes for your WordPress website? Did you even know that it was possible? Well, thanks to [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can “decode” this problem in no time! Whether you want to email event tickets with a QR code, attach QR codes to certificates or store and share valuable product and user data, you’ve found the right solution. In this blog post, we’ll show you how easy it is to generate, customize and share QR codes with Uncanny Automator. But what are we waiting for? Let’s start “scanning”! ## **An Introduction to WordPress’ #1 QR Code Generator** With [**253 integrations**](https://www.automatorplugin.com/integrations) and a user-friendly click-and-play interface, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) has always been the #1 automation and integration tool for WordPress websites. But did you know that it is also the best QR code generator? [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) [Automator’s 5.6 release](https://automatorplugin.com/new-integrations-qr-code-generator-date-time-and-more/) introduced the **QR Code** **integration**, allowing users to encode data from their favorite apps and plugins. Whether it’s a link to a page with a [**LearnDash**](https://automatorplugin.com/share/learndash) student’s academic records, [**Woo**](https://automatorplugin.com/share/woocommerce/) product specifications or member profiles. Automator can squeeze it all into the four corners of a QR code! All you have to do is select the [**QR Code**](https://automatorplugin.com/integration/qr-code/) integration from the *Actions* panel of the recipe editor and click *Generate a QR code*. [![qr-code-integration](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-integration.png) Then the real fun begins! Even though your data can fit inside of a square, we know that you can’t. That’s why Automator gives you the ability to customize your QR code to fit your brand and workflow. Want to make the QR code match your website’s color scheme? Or how about adding your logo, product image or user avatar right in the center? Why not adjust the size of the QR code to ensure the image looks sharp, no matter where you put it? [![custom-qr-code](https://automatorplugin.com/wp-content/uploads/2024/04/custom-qr-code.png)](https://automatorplugin.com/wp-content/uploads/2024/04/custom-qr-code.png) It’s all possible (and remarkably easy) with Automator’s QR Code integration. In the next section, we’ll show you just some of the ways that QR codes can augment your WordPress website. First, if you haven’t already, make sure to [**grab your Automator Pro license**](https://www.automatorplugin.com/pricing) so you can try out these awesome automations for yourself. ## **QR Code Generator for LearnDash Certificates** Certificates are a great way for your learners to show off their *bona fides*. Unfortunately, their entire academic record can’t fit within those gilt-framed borders—or can it? Adding a QR code to your LearnDash certificates is a great way to give your learners and their future employers access to their academic records. Not to mention, it provides your elearning institution with greater legitimacy and another level of security against fraud. Take this LearnDash certificate, for example. [![certificate-with-qr-code](https://automatorplugin.com/wp-content/uploads/2024/04/certificate-with-qr-code.png)](https://automatorplugin.com/wp-content/uploads/2024/04/certificate-with-qr-code.png) By scanning the QR code in the bottom left corner, we can redirect our learners to a dedicated web page that contains the [continuing education report](https://www.uncannyowl.com/knowledge-base/continuing-education-report/) from the [**Uncanny Continuing Education plugin**](https://www.uncannyowl.com/downloads/uncanny-continuing-education-credits/). Creating this scannable certificate with Automator’s QR code generator was super easy (certainly a lot easier than actually earning a certificate). [![scannable-learndash-course-certificate-recipe](https://automatorplugin.com/wp-content/uploads/2024/04/scannable-learndash-course-certificate-recipe-1024x900.png)](https://automatorplugin.com/wp-content/uploads/2024/04/scannable-learndash-course-certificate-recipe.png) We simply selected the course associated with the certificate and added a [**Magic Button**](https://automatorplugin.com/the-magic-button/) for students to click. They will then receive their scannable certificate via email that links to a web page with the continuing education report. ## **Encode Woo Product and Order Information in QR Codes** QR codes can greatly enhance your customers’ shopping experience and open up new fulfillment opportunities and revenue streams for your business. For example, placing QR codes on product pages provides your Woo shoppers with quick and easy access to additional product information. Encode specifications such as dimensions for physical goods, file sizes for digital downloads, etc. in a QR code. Or, link to user manuals and/or instructional videos. [![qr-code-for-woo-product](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-for-woo-product-1024x692.png)](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-for-woo-product.png) As in the recipe pictured above, Automator can generate a unique QR code for each of your products then automatically update the product page with the scannable code, putting valuable information in a box for your shoppers to unlock. Alternatively (or additionally), you can use QR Codes to help facilitate order fulfillment. For example, in the recipe pictured below, we send an email with a QR code to our shoppers who have chosen to pick up their order in person. With a simple scan, we can confirm their order details when they arrive on site and even open up a payment URL if they haven’t yet closed out their order. [![qr-code-for-order-pickup](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-for-order-pickup-1024x927.png)](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-for-order-pickup.png) ## **Generate QR Codes for Events with Automator** Event management plugins like [**Modern Events Calendar**](https://automatorplugin.com/share/modern-events-calendar) or [**The Events Calendar**](https://automatorplugin.com/share/the-events-calendar) have premium features or addons that allow for scannable QR code tickets. That’s a feature that you could easily replicate with Automator, as in the recipe pictured below. [![qr-code-tickets-for-events](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-tickets-for-events-1024x699.png)](https://automatorplugin.com/wp-content/uploads/2024/04/qr-code-tickets-for-events.png) However, there are tons of ways to enhance the event experience with QR codes beyond ticketing. - **Networking and Engagement:** Send your event attendees a QR code that links to their user profile or social media account(s). This way, your event attendees can network, socialize and engage with your other guests in a seamless way. Similarly, you can provide event hosts and speakers with a unique QR code that links to their website or feedback form. - **Event Information:** Use QR codes to provide instant access to event information, agendas, schedules, important materials, maps, and/or speaker bios in a simple, clean format. Include these QR codes on your event page so that those attending or hoping to attend your event can plan their itinerary. - **Interactive Content:** Embed QR codes on your event pages that lead users to interactive content such as polls, quizzes, or even scavenger hunts. Attendees who scan the QR code can participate in these activities, fostering engagement and adding an element of fun to the event experience. These are just some of the ways that Automator can complement and improve the event experience with QR codes. ## **A WordPress QR Code Generator for… Anything!** Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) with more always on the way. That means that you have **253** ways (and then some) to generate QR codes for your WordPress website and incorporate them into your business. Give your blog readers another way to share your content with unique QR codes for each post. Generate QR codes for exclusive member content. Encourage your site visitors to shift from desktop to mobile by embedding links to each page in a QR code. What else do you think you could squeeze into a box? ## Frequently Asked Questions **What kind of information can be put in a QR code?** Anything you want! Quick Response (QR) codes can contain all kinds of information, from plain text to URLs and even geolocation data. It’s really up to you what you decide to include in a QR code and how. Automator’s [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) feature makes it incredibly easy to embed all kinds of data from your WordPress into a QR code. **How do I create a custom QR code?** With [**Uncanny Automator**](https://www.automatorplugin.com/pricing), of course! Automator gives you total control over the design of your QR codes. Change the foreground and background colors, adjust the size, customize the borders and even embed your own logo. ****Can QR codes trigger an event on my WordPress website?**** In short, yes, QR codes can trigger events on your WordPress website. As of the 5.6 release, Automator does not directly support any QR code triggers. However, you can still have QR codes trigger events on your website with the use of webhooks. For example, a QR code could link to a URL where a user takes a certain action, triggering a webhook that, in turn, triggers an Automator recipe. [Click here](https://automatorplugin.com/knowledge-base/webhook-triggers/) to learn more about Automator webhooks. ******What is “error correction level”?****** With respect to QR codes, the “error correction level” essentially refers to how “sensitive” the QR code is to damage and/or alteration. Typically, for environments and/or designs that would not greatly impact the scannable area of the QR code, a low error correction level is sufficient. For environments (typically warehouses, etc.) where printed QR codes are expected to sustain damage but must still function—or for designs with large, unscannable logos—a high error correction level is necessary. ## **Conclusion** Congratulations! You’re now a QR code expert. (Maybe you’re the #1 QR code generator for WordPress!) With just a few clicks, you’ve learned how to unlock a treasure trove of automation possibilities. From event management to elearning and ecommerce, Automator’s QR code integration streamlines workflows and enhances user engagement. But this is just the beginning—we’re always “decoding” new ways to help you improve your workflows. Want to know more about QR codes and how to use them on your WordPress website? Drop us a line in the comments sections below and we’ll “scan” the possibilities for you. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** qr code --- ### [Automator 2.0 for LearnDash Users](https://automatorplugin.com/automator-2-0-for-learndash-users/) **Published:** November 29, 2019 **Author:** Ryan Moore **Content:** *\*This blog post was updated on March 20, 2024 to reflect changes made to the Magic Button integration in the Uncanny Automator Pro 5.6 release.* The 2.0 release of Automator is finally here—and for LearnDash users in particular it’s an amazing upgrade. In 1.x you could connect plugins together to build powerful workflows and learner experiences, but users wanted more: to connect to other apps, to trigger things without being signed in, even more integrations. We listened, and now you can do all of that and more! Here’s what’s new in 2.0: - Webhook trigger support, enabling other systems to control things in WordPress - Anonymous triggers, allowing users that aren’t signed in to trigger recipes - The “magic button”, letting users trigger do virtually anything with a button click - Brand new triggers and actions The real power of these new features is best understood with some real world examples. ## Connect WordPress to other apps Have you ever wanted to have purchases on one WordPress site create and enroll users in courses on a different site? Or maybe when a new employee is added to a non-WordPress HR system, they get added to a group and membership in WordPress? That’s where webhooks come in. Using webhooks, you can pass data from one system and make it happen in another. And not only can you make things happen, you can also **pass data** to and from other systems. ![Connect Zapier with WordPress](https://automatorplugin.com/wp-content/uploads/2019/11/Automator-Zapier-Trigger.gif)If you follow LearnDash news, LearnDash.com is introducing a new Zapier integration shortly, so you may be wondering what makes this different. Theirs is an exciting integration, but here’s where it differs from Automator: - Automator can connect with anything that supports webhooks; Zapier use is optional. - You can do a *lot* more with Automator. Add the user to a membership level, reset course progress, remove the user from one LearnDash Group and add them to another one, you name it. - You can do *multiple* things at once. Don’t just add users to a course, add them to a group, send them an email, add them to a BuddyPress group if you want. ## Anonymous triggers Automator 2.0 lets anyone, signed in or out, initiate Automator recipes. That’s *huge*, though it may sound simple. Here’s where that might come into play: 1. You want a nice registration form on your site and you want it to add users to a LearnDash group, but you don’t want to pay for an expensive solution like Gravity Forms plus Uncanny LearnDash Groups. No problem, use a free form plugin, like WP Forms, set up an anonymous user registration recipe in Automator, and on form submission you can create the user and add the user to a group. You can even set it up so users are added to different groups depending on the values in the form. 2. You want to collect survey data from visitors and pass it off to Google Sheets, but your form plugin doesn’t support Zapier or the Zapier integration is an expensive option. With Automator you can just set up a recipe that passes form data to any service that supports webhooks, like Zapier or Integromat. ![Anonymous or Logged In Recipes](https://automatorplugin.com/wp-content/uploads/2019/11/Anonymous_or_Logged_In_Recipes-1024x523.png)## The Magic Button Integration This one is a favourite of ours, and it’s as simple as it sounds. When you create a “Magic Button”, we give you a shortcode that you can put anywhere on your site. When a user clicks the button, it runs the recipe. Simple, right? [![magic-button-integration-and-live-triggers](https://automatorplugin.com/wp-content/uploads/2019/11/magic-button-integration-and-live-triggers-1024x402.png)](https://automatorplugin.com/wp-content/uploads/2020/07/magic-button-integration.png) Here’s how you might use it: 1. Suppose you run compliance courses that users have to complete every year. To create a permanent archive of completions, maybe you have one Automator recipe that sends the record to Google Sheets on completion. Users then need a way to reset their progress and take the course again. That’s easy, add a “magic button” to the course page for enrolled users, and on click it resets the user’s progress! Maybe even add another action to notify the user’s manager or teacher that they’re taking the course again. Or why stop there? If the learner needs to take all courses again, reset all course progress in one click! 2. Maybe you need an easier way for users to add and remove themselves from groups. List your groups with “Join” and “Leave” magic buttons, so when a user clicks one they’re immediately added to or removed from a group. If they’re adding themselves, send them a welcome email and maybe even assign them to an extra introductory course that’s separate from the group! 3. Add an “I need extra help” button to the sidebar that enrolls the user in remedial courses, redirects the user to a page with instructions and alerts the instructor that the user has self-identified that they’re struggling. Want to know more the Magic Button integration? Read our [Knowledge Base article](https://automatorplugin.com/knowledge-base/magic-button/) or [check out this nifty blog post](https://automatorplugin.com/the-magic-button/) on different ways to style your new Magic Button. ## More Triggers & Actions Uncanny Automator is now up to over 100 WordPress plugin triggers and actions, and that’s of course on top of the unlimited things it can do with webhooks. With the version 2.0 release, Automator is close to 30 LearnDash triggers and actions with the addition of triggers for being added to a course or group. What exactly do those triggers allow? Well, if an admin adds a user to a course, maybe you want the student to a receive a Welcome email on behalf of the instructor and add them to a course-related BuddyPress group. Now you can do something like that automatically with no manual intervention. ![Automator Triggers & Actions](https://automatorplugin.com/wp-content/uploads/2019/11/Automator_Triggers___Actions.png)We didn’t forget LearnDash actions either. Now you can mark things *incomplete* for users. Say a student fails a quiz and you want them to retake the associate lesson and topics. Well, now the failure condition can mark those as incomplete so the student has to retake them before they can reattempt the quiz. ## Everything from Automator 1.x Everything so far in this article just covers what’s *new* in Uncanny Automator. Version 1.x was already a very powerful integration tool for elearning sites that made billions of automated workflows possible. Automator is still the most powerful way to personalize learning paths. Unlock new courses or resources based on quiz score, H5P activity, xAPI results, whatever you can think of. Reset progress, add or remove users from groups, mark something as completed. That’s right, if a user passes a pre-test you can mark everything as a course as completed so they don’t have to repeat what they already know. Or unlock the next course in a series when one is completed so users always know exactly what to do next. ## Try it risk-free We’re so confident that you’ll find Uncanny Automator a valuable addition to your LearnDash site that we offer a no-questions-asked 30 day money-back guarantee. If for any reason you don’t want to keep using Automator just let us know and we’ll issue a full refund. So what are you waiting for? [Pick up your copy of Uncanny Automator ](https://automatorplugin.com/pricing/)and turn your LearnDash site into an automated, personalized powerhouse! P.S. If everything above wasn’t enough, the LearnDash features coming in the next release open up even more incredible possibilities. Generating and sending a certificate will be a new action, so you can generate a LearnDash certificate for *anything*. It could be completing a lesson, a series of courses, getting a certain score in an H5P activity, you name it. Then there’s making a user a Group Leader for a particular group; maybe a purchase adds a user to a group and makes them a Group Leader for it. And, of course, lots more is coming soon! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [The Magic Button](https://automatorplugin.com/the-magic-button/) **Published:** July 14, 2020 **Author:** Mark Chaves **Content:** Wouldn’t it be nice to have a button that you can program to streamline your job? Just imagine getting a task done with one click where it used to take a few annoying steps to complete every single time. The Uncanny Automator Pro plugin has the button for you. It’s appropriately called the [Magic Button](https://automatorplugin.com/knowledge-base/magic-button/) because it can do wondrous things from any page on your site. Here’s but a small sample of what’s in store if you have Automator’s Magic Button. - **Send an email notification to a manager, group leader, or an admin**: A course participant can click on your Magic Button to flag a course administrator that the participant is ready for a review to proceed to the next course. There’s no need to fill out a form or bring up an email app. One-click is all it takes. - **Register for an event**. Use a Magic Button to simplify your event registration process. Again, with one-click, anyone can register for your event without going through the trouble of submitting a form. - **Reset course progress (i.e., retake a course) or skip an optional lesson in a course**. With the Magic button, you can provide your customers with a flexible and efficient learning experience. A Magic Button can empower course participants to redo something or even advance themselves to the next level with one click. - **Add yourself to a group of courses or remove yourself from a group that you no longer need to be a part of**. Just think how easy it is to allow your students to press a button to add themselves to a set of courses or remove themselves from a group. It’s instant gratification and instant satisfaction. There are no extra steps or hoops to jump through. This is just for starters. What’s even harder to fathom is, these huge time-savers aren’t doable today without Automator. Plugins like [**LearnDash**](https://automatorplugin.com/share/learndash), [**LifterLMS**](https://automatorplugin.com/integration/lifterlms/), [**bbPress**](https://automatorplugin.com/integration/bbpress/), and [**the Events Calendar**](https://automatorplugin.com/share/eventscalendar) don’t provide any of this functionality through their shortcodes. Only Automator can do this in a click. In other words, since the Magic Button is powered by the Uncanny Automator plugin, the Magic Button can run any set of [actions](https://automatorplugin.com/all-triggers-and-actions) supported by Automator! In this article, we’ll first cover how the Magic Button works. Then, we’ll guide you through how to create one step by step, and how to use it. Before we let you go, we’ll give you some cool tips on how to style a Magic Button using custom CSS. ### How the Magic Button works The [Magic Button](https://automatorplugin.com/knowledge-base/magic-button/) integration is a feature of the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) plan. The integration has two triggers; one that displays a clickable button and the other displays a clickable hyperlink. When a Magic Button trigger is created, Automator generates a WordPress [shortcode](https://codex.wordpress.org/shortcode). Shortcodes make it possible to place your magic button or link anywhere on a page or post. This is an example of the Magic Button shortcode that Automator generates: ``` [automator_button id="27153" label="Click here"] ``` Here’s an example of what the shortcode above would render for the browser to display: [![The default magic button](https://automatorplugin.com/wp-content/uploads/2020/07/wordpress-magic-button-default-button-243w.png)](https://automatorplugin.com/wp-content/uploads/2020/07/wordpress-magic-button-default-button-243w.png) Behind the scenes, WordPress works a little of its own magic. Browsers understand HTML—they don’t understand shortcode. When WordPress goes to render your page to a browser, WordPress will expand your shortcode into a longer version of valid HTML. The browser will see that HTML and then display a button that people can see and can click. ### Creating a Magic Button Creating a magic button is as simple as using one. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select either *Logged-in users* or *Everyone*. (The Magic Button integration works for either recipe type.) [![select-recipe-type-logged-in-users-or-everyone](https://automatorplugin.com/wp-content/uploads/2023/11/select-recipe-type-logged-in-users-or-everyone-1024x1018.png)](https://automatorplugin.com/wp-content/uploads/2023/11/select-recipe-type-logged-in-users-or-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Magic Emails”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **Magic Button**. [![magic-button-integration](https://automatorplugin.com/wp-content/uploads/2020/07/magic-button-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/07/magic-button-integration.png) The Magic Button integration has two triggers; *A magic button is clicked* and *A magic link is clicked*. (Note: If you selected the recipe type *Logged-in users*, then these triggers will specify a user clicking the button/link.) ![magic-button-triggers](https://automatorplugin.com/wp-content/uploads/2019/12/magic-button-triggers-1024x326.png) Once you’ve selected a trigger, Automator will generate and display a shortcode. ![magic-button-trigger-live](https://automatorplugin.com/wp-content/uploads/2020/07/magic-button-trigger-live-1024x297.png) You can now copy the shortcode, including the square brackets `[]`, and paste it into a shortcode block/module on any post or page on your WordPress website. Alternatively, if you do not want to leave the recipe editor, you can copy and paste the shortcode after you have finished drafting your recipe. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select one of the integrations and actions. For example, we have selected the **Emails** integration with the action *Send an email*. [![send-an-email-action](https://automatorplugin.com/wp-content/uploads/2020/07/send-an-email-action-1024x408.png)](https://automatorplugin.com/wp-content/uploads/2020/07/send-an-email-action.png) For a Magic Button recipes it’s good practice to check *Redirect when all triggers are completed*. Doing so will take your users and site visitors to another page of your choosing, giving them a clear indication that the Magic Button worked its *magic* (pun intended). ![redirect-when-all-triggers-are-completed](https://automatorplugin.com/wp-content/uploads/2019/12/redirect-when-all-triggers-are-completed-1024x496.png) **Step 5: Do a Little “Live” Magic** With your trigger(s) and action(s) configured, all that’s left for you to do is to pull a rabbit out of a hat. Just kidding. Simply, toggle your recipe from *Draft* and *Live* and sit back as you make Houdini proud. [![magic-emails-recipe](https://automatorplugin.com/wp-content/uploads/2020/07/magic-emails-recipe-1024x705.png)](https://automatorplugin.com/wp-content/uploads/2020/07/magic-emails-recipe.png) ### Using the Magic Button Once you have the shortcode to the Magic Button, you can add it anywhere in your WordPress page or post. Using the classic editor, copy the shortcode and paste it into the **Visual** or **Text** tab of the editor. Be sure to include the opening and closing square brackets `[]` just like in the code snippet below. ``` [automator_button id="3949" label="Click here"] ``` If you’re using the Gutenberg block editor, add a shortcode block first, then paste the shortcode into the shortcode block. [![magic-button-shortcode-gutenberg-blocks](https://automatorplugin.com/wp-content/uploads/2020/07/magic-button-shortcode-gutenberg-blocks.gif)](https://automatorplugin.com/wp-content/uploads/2020/07/magic-button-shortcode-gutenberg-blocks.gif) ### How to style a Magic Button In this section, we’ll show you how to style your Magic Button using CSS. CSS stands for cascading style sheets. CSS is the language for styling HTML. HTML is the language the browser understands for rendering a webpage. Another way to look at this is, a web page’s content is organised using HTML and CSS is used to make the content look good. There are a few ways to add CSS to WordPress. For simplicity, we recommend that you use WordPress’s built-in Customizer. From the WordPress admin dashboard (/wp-admin/), navigate to *Appearance* > *Customize* > *Additional CSS*. This is where we put all the CSS used in the examples below. ![wordpress-appearance-customize](https://automatorplugin.com/wp-content/uploads/2020/07/wordpress-appearance-customize.png) ![automator-magic-button-custom-css](https://automatorplugin.com/wp-content/uploads/2020/07/automator-magic-button-custom-css-1024x785.png) ### A quick tour of CSS Before diving into the actual CSS we’ll be using, let’s cover the basics. Feel free to jump ahead if you are already comfortable with CSS terminology and syntax. CSS is applied to HTML to make webpages look how they do. To apply CSS to HTML, we need to specify the following items for the CSS to work: - **Element selector**: The element selector can be an HTML tag, a class (a group of things), or an ID (one unique thing). In this article, we’re only dealing with one class selector—the Automator button class. - **Rules**: CSS rules have a property (aka name or attribute) and value. Here’s an example: `color: white;`. In this example, *color* is the property and *white* is the value. Rules must be inside curly braces `{}`. A colon `:` must separate the property from the value. Each rule (property/value pair) must end in a semicolon `;`. The semicolon for the last rule is optional. - **Target HTML**: The target HTML is the HTML that is modified by the CSS rules we define. In this article, our target HTML must have the class name automator\_button in its list of classes for our CSS styles to take effect. E.g., ``. The Magic Button shortcode generates this code for us. [![css-basics-anatomy-of-css-rule-set](https://automatorplugin.com/wp-content/uploads/2020/07/css-basics-anatomy-of-css-rule-set.png)](https://automatorplugin.com/wp-content/uploads/2020/07/css-basics-anatomy-of-css-rule-set.png) ### Default styles Here’s what the Magic Button looks like by default on our Automator test site. [![default-automator-button](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-2.png)](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-2.png) The CSS rules for this button look like this: ``` border-radius: 50px; padding: 12px 30px; color: #ffffff; border-color: #0984e3; background-color: #0984e3; font-size: 16px; ``` To see what’s going here, let’s deconstruct each CSS rule that styles this particular button: - `border-radius: 50px;` This gives the button noticeably rounded corners so that the button takes on a pill shape. Lower pixel (px) values make the corners less rounded. Higher pixel values create more rounded corners. - `padding: 12px 30px;` This creates space between the button text and the button border. In this case, there will be a little more than twice as much space to the sides of the text than the top and bottom of the text. - `color: #ffffff;` This turns the button’s text colour to white. - `border-color: #0984e3;` This makes the button’s border colour blue. - `background-color: #0984e3;` This turns the body of the button to blue. - `font-size: 16px;` This specifies the size of the button’s text. 16px is usually the default for browsers. ### Button text colour If you want to change up the text colour, you can update the `automator_button` class’ `color` attribute. Below is an example of using a [web-safe colour name](https://www.w3schools.com/colors/colors_names.asp) instead of a hex value. If we used the *Automator* green (`#6bc45a`), it would be harder to read because there isn’t enough contrast with the *Automator* blue. Hence, we’re going with the `color: lightgreen` to make the text pop just a bit more. [![default-automator-button-lightgreen-text](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-lightgreen-text-1024x618.png)](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-lightgreen-text.png) ### Button colour To control the colour for the body of the button, you’ll need to change the property values for `background-color` and `border-color`. These colours can be the same or different. You can use hex values or colour names. [![default-automator-button-green-background](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-green-background-1024x626.png)](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-green-background.png) ### No rounding If you prefer straight edges instead of rounded, change the `border-radius` property value to `0` with no units. [![default-automator-button-border-radius-0](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-border-radius-0-1024x599.png)](https://automatorplugin.com/wp-content/uploads/2020/07/default-automator-button-border-radius-0.png) You can adjust the **border-radius** values to obtain softer corners with slight rounding. ### Hover animation Animating a button when a cursor or finger hovers over the button implies that your button is ready for action. It’s an encouraging cue for people to click. To add a hover animation on your button, create a new CSS ruleset. This time you’ll need to add a `:hover` after your element selector (no spaces) as shown below. Then, add the rules to set the button’s colour to white while you set the button’s text and border colours to Automator blue. Swapping the white on top of the blue from the original state to blue on top of the white creates an inverse effect during a hover over the button. This makes the animation jump out even more for attracting attention to your Magic Button. ![automator-button-hover-animation-css](https://automatorplugin.com/wp-content/uploads/2020/07/automator-button-hover-animation-css.png) ![automator-button-hover-animation](https://automatorplugin.com/wp-content/uploads/2020/07/automator-button-hover-animation.gif) ### Positioning using Gutenberg WordPress’s block editor, Gutenberg, comes with a convenient **Columns** block that makes positioning other blocks a breeze. The example below shows how you can align your Magic Button on the left side, middle, and right side of a page. All you have to do is add a 3-column **Columns** block to your page or post. Then plop your Magic Button shortcode into the column that works best for your layout design. [![gutenberg-columns-cascading](https://automatorplugin.com/wp-content/uploads/2020/07/gutenberg-columns-cascading-1024x531.png)](https://automatorplugin.com/wp-content/uploads/2020/07/gutenberg-columns-cascading.png) Here’s what you’ll see when you publish your Gutenberg page: [![cascading-magic-buttons](https://automatorplugin.com/wp-content/uploads/2020/07/cascading-magic-buttons-1024x374.png)](https://automatorplugin.com/wp-content/uploads/2020/07/cascading-magic-buttons.png) ### Positioning using the classic editor Positioning objects using the classic editor is more involved. We’ll start with the HTML part first. In the **Text** tab of the classic editor, you’ll need to copy and paste the Automator shortcode first. Then “wrap” the shortcode with an HTML div tag. In the opening div tag, you’ll assign a CSS class that we’ll define later. This class will be responsible for positioning the Magic Button. In the example below, we named the CSS class **automator-button-container**. ``` **Categories:** Recipe Ideas, Uncanny Automator --- ### [New integration: wpDiscuz](https://automatorplugin.com/wpdiscuz-integration/) **Published:** March 13, 2024 **Author:** Ryan Moore **Content:** [Uncanny Automator 5.6](https://wordpress.org/plugins/uncanny-automator/) is a significant update, with one important new integration in the free release and several important new features. It also sets the stage for many new integrations and features in the [Pro 5.6 release](https://automatorplugin.com/pricing/). ### New integration: wpDiscuz [wpDiscuz](https://automatorplugin.com/integration/wpdiscuz/) is a popular commenting plugin for WordPress that encourages user engagement. In this new integration, Automator 5.6 adds support for the following in our free version: - New trigger: A user submits a comment on a post - New trigger: A user’s post receives a comment - New action: Add a reply to a comment With this integration, perhaps users are notified in [WhatsApp](https://automatorplugin.com/integration/whatsapp/) when a comment is made on their post, points are awarded for comments via a gamification plugin, a welcome reply is automatically posted the first time a user adds a comment, etc. ### Refactoring of redirects The way Automator handles redirects in a recipe has been significantly rebuilt to better handle complex scenarios involving redirects, and also to improve performance when used in combination with certain other plugins. If your site uses xAPI or SCORM assets, for example, where there might be frequent polling of a page to track student activity, performance in connection with redirects should now be significantly improved. ### Update multiple rows in a Google Sheet In earlier Automator versions, recipes that used the Update action to update records in a Google Sheet would only update the first matching row that Google located. In 5.6, there’s now an option to update *all* matching rows instead of just the first instance. The new option looks like this: [![Update Multiple Google Sheets Rows](https://automatorplugin.com/wp-content/uploads/2024/03/Update-Multiple-Google-Sheets-Rows-1024x241.png)](https://automatorplugin.com/wp-content/uploads/2024/03/Update-Multiple-Google-Sheets-Rows.png) ### Change post types If you have ever needed to change the type of post for a post in WordPress, perhaps using a plugin like [Post Type Switcher](https://wordpress.org/plugins/post-type-switcher/), now you can do the same thing automatically in an Automator recipe. Automator 5.6 adds a new action to the [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) integration: - Change the post type of a post to a post type Want to change post types in bulk, even by taxonomy? With Pro and the [Run Now](https://automatorplugin.com/knowledge-base/run-now/) trigger and post loops, this is easy. No additional plugins are needed. Maybe you’re switching LMS plugins and need to switch one plugin’s “lesson” post types to another’s “module” post types; Automator can now do that for you automatically. ### Other new features Our [OpenAI](https://automatorplugin.com/integration/openai/) integration adds support for the new gpt-4-0125-preview model, also known as GPT-4 Turbo preview. For heavy users of API-based actions (e.g. [Google Sheets](https://automatorplugin.com/integration/google-sheets/), [Facebook](https://automatorplugin.com/integration/facebook/), etc.), there’s a new option in **Automator** > **Status** > **Tools** to flush the API log table. This table is used to capture data you sent to API services, so flushing this table means you can’t resend data for historical actions. We have seen API logs get quite large on some sites, so this is an important new tool. The [SureCart](https://automatorplugin.com/integration/surecart/) integration gets a new trigger for “An order for a product is shipped”. For [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) users, there’s now token support for Dynamic Fields. In [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) triggers that use taxonomies, there’s a new option for “Also include child categories”. So you could, for example, create a recipe that’s set up to only publish blog posts to social channels if they’re in a “Social” category, and now it could include child categories under “Social” as well, so you don’t need separate recipes for each subcategory. And for [Hubspot](https://automatorplugin.com/integration/hubspot/) users, there’s a new option to delete fields in the Add/update user (or contact) actions rather than setting new values or even making them blank. There are a few other updates, so for the full list of what’s new, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). There are also some *very* exciting features introduced in the [Pro release](https://automatorplugin.com/pricing/) that are also now available. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New integrations: QR Code, Generator, Date & Time and more](https://automatorplugin.com/new-integrations-qr-code-generator-date-time-and-more/) **Published:** March 13, 2024 **Author:** Ryan Moore **Content:** [Uncanny Automator Pro 5.6](https://automatorplugin.com/pricing/) is a huge release with multiple new integrations, changes to existing integrations, big new features, and 20 new triggers and actions. ### Delays based on a custom value The headline new feature in Automator Pro 5.6 is the ability to delay actions based on tokens and values you set in plain language. In earlier versions of Automator, you could either delay an action based on a specific number of days, minutes, months, etc., or you could define an action to run at a specific date and time. There was no way to pass in a token, however, nor a way to define delays with text descriptions (like “the next day at 4 PM” or “the following Friday at 7 AM”). [![Custom delays and schedules](https://automatorplugin.com/wp-content/uploads/2024/03/Custom-delays-and-schedules-809x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/03/Custom-delays-and-schedules.png) With the new custom value support for delays, you can do those things. You can pass in a value as a token, so if a token has a value of “4”, you could say “4 days” (where the value “4” is from a token). And you can include text instructions, like “2pm the following Friday”. The flexibility of the new feature is pretty immense, and there are even filters you can use to define your own terms and what they mean. As such, we highly recommend you check out the new [custom scheduling Knowledge Base article](https://automatorplugin.com/knowledge-base/how-to-use-custom-scheduling-in-wordpress-automations/) to get more familiar with what’s supported. ### New integration: QR Code If you’ve ever wanted to generate QR codes in Uncanny Automator recipes, the new [QR Code integration](https://automatorplugin.com/integration/qr-code/) is exactly what you need. It introduces a single new action: - Generate a QR code There is, of course, a lot more to it. You can encode any data you want into the QR code, whether it’s a link, text, or anything else. Beyond that, you can control the size of the QR code image that’s generated, colours, a logo, margins, image format and more. Of course, the action is just to generate a QR code image; don’t forget to include an action in your recipe to also do something with the image, whether it’s to include it in a notification, store it somewhere, present it on a certificate, or just log the QR code URL in another application. ### New integration: Date and time To complement the support above for custom delays and converting text descriptions to dates, there’s a new integration called “[Date and time](https://automatorplugin.com/integration/date-and-time/)” that offers the following actions: - Generate a date - Generate a date and time - Generate a date and time based on a date [![Generate a date and time](https://automatorplugin.com/wp-content/uploads/2024/03/Generate-a-date-and-time-1024x584.png)](https://automatorplugin.com/wp-content/uploads/2024/03/Generate-a-date-and-time.png) What this integration can do is take a text description, like “+10 days” (for 10 days from now) or “next Sunday” and convert that into the equivalent date/time in whatever output format you want to use. So, if you want the date 20 days from when a recipe is triggered and you want it output in a format like Mmm DD, YYYY, you can do that. There is a lot supported here, and to really appreciate what’s possible, we highly recommend checking out the [Knowledge Base article](https://automatorplugin.com/knowledge-base/how-to-use-custom-scheduling-in-wordpress-automations/). ### New integration: Generator With the new [Generator integration](https://automatorplugin.com/integration/generator/), we’re introducing a new way that more advanced users can generate data with these new actions: - Generate a hash - Generate a nonce - Generate a random email [![Generate a hash for WordPress](https://automatorplugin.com/wp-content/uploads/2024/03/Generate-a-hash-for-WordPress-1024x436.png)](https://automatorplugin.com/wp-content/uploads/2024/03/Generate-a-hash-for-WordPress.png) Want to hash a string using md4 (or a variety of other hash functions) and output a hashed string? Well, now you can, along with nonces and random email addresses in your recipes. The new nonce action is also related to a new action in [WordPress Core](https://automatorplugin.com/integration/wordpress-core/): Verify a nonce. With it, you can pass in a nonce, enter the action associated with the nonce, and output (as a token or in the logs) whether the verification was successful or unsuccessful. ### New(ish) integrations: Magic Button and Run Code As a result of user feedback, and for improved discovery, we have moved the Magic Button and Magic Link triggers out of the Automator Core integration and into their [own dedicated integration](https://automatorplugin.com/integration/magic-button/). Similarly, actions related to running code from the [Automator Core integration](https://automatorplugin.com/integration/automator-core/) have also been migrated to a new, focused integration called “[Run Code](https://automatorplugin.com/integration/run-code/)“. ### Tokens for WooCommerce order custom fields If you’re a Woo user and have ever wanted to include order data in a recipe that *wasn’t* triggered by something in the [WooCommerce integration](https://automatorplugin.com/integration/woocommerce/), a new action for “Get order details by an order ID” allows it. Basically you can feed an order ID into this action, then it will return all order details that you would expect from a Woo order-based trigger. ### wpDiscuz Introduced in the Uncanny Automator 5.6 release, [Automator Pro](https://automatorplugin.com/pricing/) adds several new tools for [wpDiscuz](https://automatorplugin.com/integration/wpdiscuz/) users: - New trigger: A guest comment is submitted on a user’s post - New trigger: A guest comment on a user’s post is approved - New action: Add a comment to a post These allow a variety of compelling use cases, like automatically responding with a GPT-fuelled message on a user’s first comment, notifying a user via SMS when a comment is made on their post, etc. ### SureCart As a result of numerous user requests, we have added multiple new triggers to our [SureCart integration](https://automatorplugin.com/integration/surecart/): - A refund for a product is issued to a customer - A user renews a subscription to a product - A user’s subscription to a product is cancelled With these additions, maybe a refund sends out an exit survey and removes a user from a mailing list, or maybe a successful renewal adds credits to a user’s account that they can redeem for future purchases. ### New WooCommerce post loop filters There are 3 new filters in Automator Pro 5.6 for Woo users: - An order ID is between a start ID and an end ID - An order has or does not have a status - An order was placed between a start date and an end date [![WooCommerce Loop Filters](https://automatorplugin.com/wp-content/uploads/2024/03/WooCommerce-Loop-Filters-1024x486.png)](https://automatorplugin.com/wp-content/uploads/2024/03/WooCommerce-Loop-Filters.png) Want to generate an ad hoc report in airtable for a certain date range and pass in all order details for that segment? Now you can (combined with [Run Now](https://automatorplugin.com/knowledge-base/run-now/) and [Post Loops](https://automatorplugin.com/knowledge-base/post-loops/), of course). Or maybe you just need to target and update all orders in Processing status. Whatever it is, it’s now much easier to segment Woo orders for bulk operations. ### New conditions [LearnDash](https://automatorplugin.com/integration/learndash/) users, now you can run actions based on whether or not the active user is or is not the leader of a group. Have a communication you only want to get out to Group Leaders of specific groups? No problem. Or maybe certain notifications or actions should only happen if the user is a Group Leader of at least 1 group. In [WordPress Core](https://automatorplugin.com/integration/wordpress-core/), there’s a new condition for “The user does not have a specific role”. While we had a condition for users *having* a role, setting this up on sites with dozens of roles when you just wanted to exclude a single role could be painful. ### Other updates The above list is already huge, but the updates don’t stop there. The [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) action to create a group now supports targeting specific group types. For the LearnDash condition related to a user being or not being a member of a group, there’s now an “any group” option, so you can target users in 1 or more groups or not in any groups at all. [Woo Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) gains a new action to extend the user’s next subscription renewal date to a specific product variation of a specific product by a number of days. That covers the highlights of the [Uncanny Automator Pro 5.6](https://automatorplugin.com/pricing/) release. We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator: Constant Contact WordPress Integration](https://automatorplugin.com/uncanny-automator-constant-contact-wordpress-integration/) **Published:** March 5, 2024 **Author:** Brendan Da Costa **Content:** Create a seamless Constant Contact WordPress integration with Uncanny Automator in just a few easy steps and even fewer minutes. [![constant-contact-wordpress-integration-featured-image](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-featured-image.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-featured-image.webp) Are you looking for a way to connect your [**Constant Contact**](https://automatorplugin.com/share/constant-contact/) account to your WordPress website? We certainly hope so! Because that’s what this page is all about. Whether you’re looking to grow your email marketing list, improve your segmentation and conversion rates or simplify your GDPR compliance, this is the post you’ve been looking for. With [**Uncanny Automator**](https://www.automatorplugin.com/pricing), you can easily connect Constant Contact to WordPress and all of your favorite apps and plugins. But let’s not bury the lead any longer. If you’re new to Automator, take your time scrolling through this detailed guide, otherwise **click here** to jump down to the instructions. ## **Introduction** In this blog post, we’ll show you how to: - connect your Constant Contact account to your WordPress website, - create seamless marketing automations across your favorite apps and plugins, and - meet your marketing goals! First, let’s take a look at the tools that we’ll be using throughout this article. ## [Uncanny Automator](https://automatorplugin.com/pricing) Whenever you find yourself asking, “How do I connect this plugin to the other one?” just think of [Uncanny Automator](https://www.automatorplugin.com/pricing). As the #1 automation and integration tool for WordPress websites, Automator creates seamless integrations between all of your favorite apps and plugins [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) With Constant Contact and Automator together, you can create powerful marketing automations that foster engagement and boost your bottom line. Want to connect Constant Contact to your [**Woo**](https://automatorplugin.com/share/woocommerce/) store or other ecommerce platform? Automator can help with that. Trying to connect Constant Contact to your [**LearnDash**](https://automatorplugin.com/share/learndash) LMS? Automator can help with that too! The best part of using Automator—apart from the seamless integrations and time-savings—is that it is cost-effective. Unlike other solutions out there on the worldwide web, Automator doesn’t charge a per-automation fee. That means that the more you automate, the more you save! [**Grab your Automator Pro license today so you can follow along.>>>**](https://www.automatorplugin.com/pricing) Not sure if you’re ready to commit to saving time and costs with Automator? [Download the FREE forever plugin](https://wordpress.org/plugins/uncanny-automator/) and register your account for a limited number of app credits. ## [Constant Contact](https://automatorplugin.com/share/constant-contact/) Want to build stronger, lasting relationships with your customers? Then you’ll probably want to remain in… [**Constant Contact**](https://automatorplugin.com/share/constant-contact/)! As one of the leading email marketing platforms, Constant Contact empowers businesses of all sizes to forge deeper connections with their customers. With its user-friendly interface and powerful features, Constant Contact enables businesses to create engaging email campaigns, automate their marketing efforts, and drive meaningful results. [![constant-contact-homepage](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-homepage-1024x563.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-homepage.png) Whether you’re a small sole proprietor looking to connect with your audience or a marketing professional with multinational operations seeking to streamline your campaigns, Constant Contact offers a comprehensive suite of tools to meet your needs. Of course, with features like A/B testing, engagement reporting and simple template-building, Constant Contact is a solid tool all on its own. However, when you combine Constant Contact with Automator, you unlock a whole new world of WordPress possibilities. [**If you haven’t already, sign-up for Constant Contact now so you can follow along.>>>**](https://automatorplugin.com/share/constant-contact/) (You’ll automatically get a 14-day free trial!) Don’t forget to [**sign-up for the Constant Contact newsletter**](https://automatorplugin.com/share/constant-contact/) to receive pro email marketing tips directly in your inbox. ## **Connect Constant Contact to WordPress** Now that you have your Automator Pro license, you’re just a few clicks away from connecting your Constant Contact account to your WordPress website. [![constant-contact-and-wordpress-integration-recipe](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-and-wordpress-integration-recipe-1024x606.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-and-wordpress-integration-recipe.png) In the Automator recipe pictured above, we’re able to automatically add new WordPres users to our Constant Contact account, keeping them in perfect sync with each other. Let’s take a look at how we accomplished this. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Constant Contact WordPress Integration”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WordPress**. [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) From the drop-down list that appears, select *A user is created*. ![wordpress-trigger-a-user-is-created](https://automatorplugin.com/wp-content/uploads/2024/03/wordpress-trigger-a-user-is-created-1024x476.webp) Your *Trigger* panel should now look like this: [![wordpress-trigger-a-user-is-created-live](https://automatorplugin.com/wp-content/uploads/2024/03/wordpress-trigger-a-user-is-created-live-1024x349.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/wordpress-trigger-a-user-is-created-live.webp) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **Constant Contact**. [![constant-contact-integration](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-integration.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-integration.webp) (Note: If you haven’t yet connected your Constant Contact account, simply select the integration and click **Connect account** in the pop-up window that appears. Follow the prompts to complete the integration.) From the drop-down list that appears, select *Add or update a contact*. [![constant-contact-action-add-or-update-a-contact](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-action-add-or-update-a-contact-1024x458.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-action-add-or-update-a-contact.webp) Automator will prompt you to fill out the new (or updated) contact’s information in various fields. We can do this using [*tokens*](https://automatorplugin.com/action-tokens/) (dynamic data pulled from your WordPress website and from within recipes). To select a token, simply click on the **Asterisk** in a field. For example we’ve selected the *User email* token to dynamically populate the *Email* field. [![user-email-token](https://automatorplugin.com/wp-content/uploads/2024/03/user-email-token-1024x554.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/user-email-token.webp) Similarly, because Automator has synced with your Constant Contact account, you can select which list(s) to which to add new (or updated) WordPress users. Additionally, you can use tokens to populate the custom fields from your Constant Contact account. Once you’re finished, click **Save**. Your completed action should look like this: [![constant-contact-action-add-or-update-a-contact-live](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-action-add-or-update-a-contact-live-1024x402.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-action-add-or-update-a-contact-live.webp) **Step 5: Go Live!** You’re just about ready to complete your first Constant Contact WordPress integration. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. [![constant-contact-and-wordpress-integration-recipe-live](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-and-wordpress-integration-recipe-live-1024x606.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-and-wordpress-integration-recipe-live.webp) Congratulations! That’s it. You’ve successfully connected Constant Contact to WordPress! But this is just the tip of the iceberg of what’s possible with Uncanny Automator. Let’s take a look at a few more ways that you can integrate Constant Contact with WordPress using Automator. ## **Constant Contact WordPress Integration: Form Plugins** Now that you have successfully connected your Constant Contact account to your WordPress website, you can explore a whole world of WordPress possibilities. One of the first integrations you might try out could be with a form-building plugin for WordPress. [![constant-contact-wordpress-integration-wpforms](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-wpforms-1024x595.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-wpforms.webp) In the recipe pictured above, for example, we’ve connected our Constant Contact account to [**WPForms**](https://automatorplugin.com/share/wpforms) so that we can start building relationships with our customers the minute they sign up on our website. But that’s just the beginning of the possibilities. Try using some of Automator’s more advanced features, such as [*filters*](https://automatorplugin.com/action-tokens/), to create even more powerful recipes. For example, we’ve added some filters to our Constant Contact and WPForms integration to automatically sort our new contacts into the correct list(s) based on the information they entered into our registration form. [![constant-contact-wordpress-integration-wpforms-filtered](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-wpforms-filtered-908x1024.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-wpforms-filtered.webp) Why stop at simply creating new contacts in your Constant Contact account? Automator has [**253 integrations**](https://www.automatorplugin.com/integrations) (with more always on the way) so that you can integrate whatever needs integrating! ## **Constant Contact WordPress Integration: E-Commerce** Once you’ve gotten your WordPress users into your Constant Contact CRM, you can use the power of your WordPress website to help forge more meaningful connections. [![constant-contact-wordpress-integration-woo](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-woo-1024x608.webp)](https://automatorplugin.com/wp-content/uploads/2024/03/constant-contact-wordpress-integration-woo.webp) In the recipe pictured above, for example, we’re able to tag our WordPress users in Constant Contact based on the product(s) they view in our [**Woo**](https://automatorplugin.com/share/woocommerce/) store. This can help us to create personalized shopping experiences for our customers and offer them exclusive deals that we know they’ll love. ## **Conclusion** In this guide, we showed you how to: - integrate Constant Contact with WordPress, - create seamless marketing automations with your form-building and e-commerce plugins, and - (hopefully) gave you some great ideas for integrations of your own! We’re pretty confident that you have all of the tools and knowledge you need to keep cooking up tasty time-saving Automator recipes. Now that you have the power to high-converting marketing automations, don’t forget to [**sign-up for the Constant Contact newsletter**](https://automatorplugin.com/share/constant-contact/) for great marketing tips and tricks. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas --- ### [Connect WooCommerce to Airtable with Uncanny Automator](https://automatorplugin.com/connect-woocommerce-to-airtable-with-uncanny-automator/) **Published:** February 15, 2024 **Author:** Brendan Da Costa **Content:** *Create a seamless WooCommerce to Airtable integration with Uncanny Automator in just a few clicks—and even fewer minutes. Better yet, enjoy no per-automation fees!* [![connect-woo-to-airtable-featured-image](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woo-to-airtable-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woo-to-airtable-featured-image.jpg) Are you looking for a way to connect WooCommerce to Airtable? Maybe you want to track your Woo sales in an Airtable database. Or, perhaps, you’d like real-time updates on your Woo inventory. Regardless of the reason, you’ve landed on the right page! In this step-by-step guide, we’ll show you how to create a seamless [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) to [**Airtable**](https://automatorplugin.com/share/airtable/) integration using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). It’s a simple integration that will only take a few clicks—and even fewer minutes. That’s not even the best part. When you create integrations with Uncanny Automator, you can **say goodbye to per-automation fees**! So, without further ado, let’s get started. ## **Introduction** This article is a start-to-finish guide for connecting WooCommerce to Airtable. If you’ve ever wanted to create this powerful integration, then keep reading. By the end of this walkthrough, you’ll be able to: - track your Woo sales in Airtable, - track your Woo inventory in Airtable, - automatically update Airtable records with changes from your Woo store, - send automated notifications from your Woo store, and - integrate Woo and Airtable with [**253 more integrations**](https://www.automatorplugin.com/integrations)**!** Connecting your WooCommerce store to Airtable is a time and cost saving solution for all of your data entry, inventory management and sales tracking needs. But before we can get to the “how” of it all, let’s first take a look at “what” we’ll need to get the job done. ### [WooCommerce](https://automatorplugin.com/share/woocommerce) [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) is the #1 ecommerce platform for WordPress websites. As a highly-customizable digital storefront, you can sell just about anything with WooCommerce. Whether it’s geo-restricted online courses and ebooks or priceless merchandise that you ship all over the world, WooCommerce is the best platform to power your business. [![woocommerce-homepage](https://automatorplugin.com/wp-content/uploads/2024/02/woocommerce-homepage-1024x520.png)](https://automatorplugin.com/wp-content/uploads/2024/02/woocommerce-homepage.png) Choose from countless templates, addons and integrations to improve your users’ experiences and reduce your workload. If you haven’t already, [**get started with WooCommerce today and give your online business that “Woo” factor.>>>**](https://automatorplugin.com/share/woocommerce/) ### [Airtable](https://automatorplugin.com/share/airtable) [**Airtable**](https://automatorplugin.com/share/airtable/) is a cloud-based collaborative relational database management system (RDBMS) service. In other words, it’s a powerful database that allows you and your team to store your data, your way. [![airtable-homepage](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-homepage-1024x481.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-homepage.png) Far more than just a simple spreadsheet, Airtable has all types of fields, ranging from images to formulas, so that you can save all kinds of information. More importantly, as a database, Airtable allows you to create relationships between different kinds of information and organize and view it however you’d like. One of the biggest advantages of Airtable is that it is collaborative, meaning that the whole team can gain access to the data they need in one centralized location. So, what are you waiting for? [**Register for your FREE Airtable account now and get organized.>>>**](https://automatorplugin.com/share/airtable/) ### [Uncanny Automator](https://automatorplugin.com/pricing) Whenever you find yourself asking, “How do I connect this app or plugin to the other one?” just think of [**Uncanny Automator**](https://www.automatorplugin.com/pricing)! As the #1 automation and integration plugin for WordPress websites, Automator is your one-stop solution for saving time and reducing costs. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Using simple combinations of triggers and actions, Automator integrates all of your favorite apps and plugins—such as Woo and Airtable! The best part about working with Automator, is that the more you automate, the more you save! Unlike other integration tools out there, Automator doesn’t charge any per-automation fees. Grab your Automator Pro license now so you can follow along and [**capitalize on the tasty time-and-cost savings that come with the #1 integration tool on WordPress.>>>**](https://www.automatorplugin.com/pricing) ## **Track WooCommerce Sales in Airtable** Automator connects your favorite apps and plugins, such as WooCommerce and Airtable, using *recipes* (i.e., combinations triggers and actions). [![connect-woocommerce-to-airtable-sales](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-sales-1024x646.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-sales.png) In the recipe pictured above, for example, we’re able to track our Woo sales in Airtable automatically and in real-time. And, thanks to Automator’s *tokens* (i.e., dynamic data from your WordPress website and from within recipes) we can keep track of just about any kind of sales data we want. Here’s how we did it! **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: We’ve selected this recipe type because we have configured our WooCommerce settings to require registration/login at checkout. If you allow logged-out or unregistered users to purchase from your WooCommerce store and you still want to gather all sales data, select *Everyone*.) **Step 2: Name Your Recipe** We’re pretty sure that you’re about to fall in love with making Automator recipes—especially because the more you make, the more you save! As such, we recommend coming up with a naming convention that makes your recipes easy to recognize at a glance. For example, we’ve named this recipe “Connect WooCommerce to Airtable: Sales” based on the integrations involved and the purpose of the recipe. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WooCommerce**. [![woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-integration.png) From the drop-down list that appears, select *The user completes, pays for, lands on a thank you page for an order with a product*. [![woocommerce-trigger-a-user-completes-an-order-with-a-product](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-trigger-a-user-completes-an-order-with-a-product-1024x485.png)](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-trigger-a-user-completes-an-order-with-a-product.png) Automator will then prompt you to select the *Trigger condition* and *Product*. In our example, we have selected “completes” and “Any product” but you can choose the options that best suit your own workflows. When you’re finished, click **Save**. Your completed trigger should look something like this: [![uncanny-automator-woocommerce-a-user-completes-an-order-trigger-live](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-woocommerce-a-user-completes-an-order-trigger-live.png)](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-woocommerce-a-user-completes-an-order-trigger-live.png) **Step 4: Configure Your Action(s) and Airtable Automation** (In this step, we’ll be configuring an Airtable Automation. We will walk you through creating the necessary Airtable Automation to connect your WooCommerce store, however if you would like to know more about this Airtable feature, [click here](https://support.airtable.com/docs/getting-started-with-airtable-automations).) In the *Actions* panel, click **Add action** and select **Airtable** from the menu of available integrations. [![airtable-integration](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-integration.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-integration.png) From the drop-down list that appears, select *Send data to Airtable webhook*. [![airtable-action-send-data-to-airtable-webhook](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-action-send-data-to-airtable-webhook-1024x251.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-action-send-data-to-airtable-webhook.png) Automator will present you with a webhook form. The first field in that form is the *URL* to which Automator will send the data. This is, of course, your Airtable database. From your Airtable account, open the table where you would like to store your WooCommerce sales. For us, that is our *WooCommerce Sales* > *All Sales* table. [![airtable-woocommerce-sales-all-sales-table](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-woocommerce-sales-all-sales-table-1024x350.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-woocommerce-sales-all-sales-table.png) In the top menu bar, click on **Automations**. Airtable will take you to the *Automations* screen. Once there, click **Add trigger** and select *When webhook received* from the drop-down list. [![airtable-automation-when-webhook-received](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-automation-when-webhook-received-778x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-automation-when-webhook-received.png) In the *Properties* panel, on the right-hand side, **Copy** the webhook URL. [![airtable-webhook](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-webhook-895x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-webhook.png) With the URL still attached to your clipboard, return to the recipe editor and **Paste** it into the *URL* field. Now, scroll down to the *Body* section of the webhook form. This is where you’re going to select the WooCommerce sales data that you want to pass along to Airtable. We want to store the “Order ID”, “Customer First Name”, “Customer Last Name”, “Order Product(s)”, “Order Date” and “Order Time”. To create these fields, we simply click **Add pair** then use Automator tokens to populate the data dynamically. [![webhook-pair-order-id](https://automatorplugin.com/wp-content/uploads/2024/02/webhook-pair-order-id.gif)](https://automatorplugin.com/wp-content/uploads/2024/02/webhook-pair-order-id.gif) As you can see in the GIF above, you can select a token by clicking on the **Asterisk** in the *Value* field. Then simply search for the token that you would like to use to populate that field. We also recommend naming the keys the same as the column headings in Airtable, using no capital letters and replacing spaces with underscores. For example, “Customer First Name” would become “customer\_first\_name”. Continue adding key/value pairs until you have selected all of the WooCommerce data that you want to send to Airtable. [![webhook-pairs-for-airtable](https://automatorplugin.com/wp-content/uploads/2024/02/webhook-pairs-for-airtable-1024x964.png)](https://automatorplugin.com/wp-content/uploads/2024/02/webhook-pairs-for-airtable.png) When you’re finished, *first* click **Send test** at the bottom of the webhook form *then* click **Test trigger** in the *Properties* panel of your Airtable Automation. Once the test is complete, the Airtable *Properties* panel will show you the results of the test. You will need these test results to populate the Airtable records. [![airtable-test-results](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-test-results-706x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-test-results.png) In the *Automations* panel, click **Add advanced logic or action** then select *Create record* from the drop-down list. [![airtable-add-action-create-record](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-add-action-create-record-859x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-add-action-create-record.png) In the *Properties* panel, select the *Table* and *Fields* you want to sync with your WooCommerce store. (Note: some of the fields that you add, depending on their data type, may be set to “Static” instead of “Dynamic”. To change “Static” fields to “Dynamic”, simply click the **Gear** icon and select “Dynamic”). [![airtable-webhooks-action-fields](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-webhooks-action-fields-704x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-webhooks-action-fields.png) Similar to using tokens to populate *Value* fields in Automator, we’re going to use the data from our test to populate the fields of our Airtable Automation. To select the relevant data, click on the **Plus** in each field and select the corresponding value from the webhook. [![airtable-populate-field-with-webhook-data](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-populate-field-with-webhook-data-1024x607.gif)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-populate-field-with-webhook-data.gif) (Note: This is why we recommended using the column headings from Airtable as keys for webhook data.) **Step 5: Connect WooCommerce to Airtable!** When you’re finished configuring your fields, click **Generate a preview**. If the preview is successful, toggle the Automation to “On”. (If the test is not successful, try changing all of the field types to one of either “Single line text” or “Number”.) Similarly, after a successful test, return to the recipe editor and click **Save** then toggle the recipe from *Draft* to *Live*. [![connect-woocommerce-to-airtable-sales-live](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-sales-live-1024x646.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-sales-live.png) Now, whenever one of our customers places an order in our WooCommerce store, we can capture the data in Airtable! ![woocommerce-sales-data-in-airtable](https://automatorplugin.com/wp-content/uploads/2024/02/woocommerce-sales-data-in-airtable-1024x184.png) Now that you can track your sales in real-time, let’s look at how you can automate your other sales-related workflows. ## **Sync WooCommerce Inventory to Airtable** Keeping track of your sales data in Airtable will certainly help you stay on top of your KPIs. But with items flying off the shelves, you’ll need a way to keep track of your inventory. [![connect-woocommerce-to-airtable-inventory](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-inventory-1024x939.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-inventory.png) With the recipe pictured above, we’re able to update our Airtable records every time one of our customers makes a purchase in our Woo store. Here’s how we did it. **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** We’ve named this recipe “Connect WooCommerce to Airtable: Inventory”. **Step 3: Configure Your Trigger(s)** In the *Trigger* panel, from the menu of available integrations, select **WooCommerce**. From the drop-down list that appears, select *The user completes, pays for, lands on a thank you page for an order with a product*. Just as before, Automator will prompt you to select the *Trigger condition* and *Product*. In our example, we have selected “completes” and our “University Sweater” product. (Note: It is possible to have a single recipe to track the inventory of multiple products. However, this would require using multiple action conditions in Automator as well as several actions in Airtable. It is best to create separate recipes to track the inventory of your various products.) When you’re finished, click **Save**. **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Airtable** from the menu of available integrations. From the drop-down list that appears, select *Send data to Airtable webhook*. Return to your Airtable account and locate the table where you are storing your WooCommerce inventory data. (Note: This table can contain any information you want. However, we recommend including a formula field that returns the record ID as you will need this information to update values, i.e., inventory, in the Airtable Automation. If you would like to know more about Airtable Record IDs and how to find them, [click here](https://support.airtable.com/docs/finding-airtable-ids).) [![airtable-record-id](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-record-id-1024x496.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-record-id.png) In the top menu bar, click on **Automations**. In the *Automations* screen, click **Add trigger** and select *When webhook received* from the drop-down list. In the *Properties* panel, on the right-hand side, **Copy** the webhook URL and **Paste** it into the *URL* field of the recipe editor in WordPress. Just as before, we’re going to add the key/value pairs for the data that we want to pass along to Airtable, so, in the *Body* field of the form, click **Add pair**. WooCommerce stores inventory data for products under the meta key “\_stock”. Automator can retrieve this data using tokens. In the *Value* field, click on the **Asterisk** and select *Advanced* > *Post meta*. Automator will prompt you to select the *Post ID*; use the *Product ID* token for this field. Enter “\_stock” in the *Meta key* field and click **Add token**. [![woocommerce-product-stock-token](https://automatorplugin.com/wp-content/uploads/2024/02/woocommerce-product-stock-token.gif)](https://automatorplugin.com/wp-content/uploads/2024/02/woocommerce-product-stock-token.gif) When you’re finished, click **Send test**. Return to Airtable and click **Test trigger**. Once the test is complete, add the action *Update record*. [![airtable-action-update-record](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-action-update-record-746x1024.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-action-update-record.png) In the *Properties* panel, Airtable will prompt you to enter the *Record ID*. (If you have included the Record ID formula field in your table, simply paste that string into the *Properties* panel.) Using the data fields from the test results, select the key that corresponds to the “\_stock” value from the Automator recipe. [![airtable-properties-update-inventory-field](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-properties-update-inventory-field.png)](https://automatorplugin.com/wp-content/uploads/2024/02/airtable-properties-update-inventory-field.png) **Step 5: Sync Your Inventory!** When you’re finished configuring your fields, click **Generate a preview**. If the preview is successful, toggle the Automation to “On”. [![connect-woocommerce-to-airtable-inventory-automation](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-inventory-automation-1024x372.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-inventory-automation.png) Similarly, after a successful test, return to the recipe editor and click **Save** then toggle the recipe from *Draft* to *Live*. [![connect-woocommerce-to-airtable-inventory-live](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-inventory-live-1024x653.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-inventory-live.png) Now that you’ve created these two recipes to track WooCommerce sales and inventory in Airtable, we’re confident that you’re ready to tackle some recipes of your own. ## **More Ways to Connect Airtable to WooCommerce** As you’ve discovered, creating a seamless WooCommerce to Airtable integration is easy with Automator. So, why not explore some of Automator’s more advanced features to enhance your integration? [![connect-woocommerce-to-airtable-and-slack-inventory](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-and-slack-inventory-1024x934.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-and-slack-inventory.png) In the recipe pictured above, we added a second action to our inventory tracking recipe along with a filter. Now, if the product’s inventory reaches a certain threshold, we can automatically send our team or stock manager a notification in [**Slack**](https://automatorplugin.com/share/slack/)! You can also use Automator to keep track of changes to your products’ prices, featured images and more! [![connect-woocommerce-to-airtable-price-change](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-price-change-1024x887.png)](https://automatorplugin.com/wp-content/uploads/2024/02/connect-woocommerce-to-airtable-price-change.png) Really, with [**253 more integrations**](https://www.automatorplugin.com/integrations), the sky’s the limit! ## **Conclusion** In this blog post, we showed you how to create a simple and seamless Woo to Airtable integration. As promised, you can now: - track your WooCommerce sales in Airtable, - track your WooCommerce inventory in Airtable, - automatically update Airtable records with changes in your WooCommerce store, such as price changes, and - send automated notifications from your WooCommerce store to more apps such as Slack. We’re confident that you’re ready to start creating some amazing WooCommerce to Airtable integrations of your own. We can’t wait to hear about the cool connections you make so drop us a line in the comments section below! Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** airtable, woocommerce --- ### [Automator 5.5: Email preview, webhook authorization, data cleanup](https://automatorplugin.com/automator-5-5-email-preview-webhook-authorization-data-cleanup/) **Published:** January 25, 2024 **Author:** Ryan Moore **Content:** In the first major [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) release of 2024, we’re excited to introduce a number of new features that make it even easier to manage your automations with our plugin. Here’s what’s now included in our free plugin: ### Email preview Yes, in older Automator releases it was too difficult to test emails before taking recipes live, especially emails that involves complex token and HTML use. With that in mind, the free version of Uncanny Automator 5.5 adds a new email preview feature right inside your recipes. For all email actions in your recipes, you will see this new button at the bottom of the action: [![Send Automator test email](https://automatorplugin.com/wp-content/uploads/2024/01/Send-Automator-test-email-1024x261.png)](https://automatorplugin.com/wp-content/uploads/2024/01/Send-Automator-test-email.png) When you click the **Send test email** button, a modal window will appear with a field to enter a target email address. Enter a valid email here, click **Send**, and a copy of the email will be sent to that address. Any tokens will be replaced with identifiable placeholder text. ### Cleanup on uninstall We get it, sometimes Automator isn’t the right fit or there’s another reason that it needs to be removed from a WordPress install. Today’s release adds a brand new tool to help with your Automator data cleanup. Found on the **Automator > Settings > General > Data management** page, it looks like this: [![Automator data cleanup](https://automatorplugin.com/wp-content/uploads/2024/01/Automator-data-cleanup-1024x343.png)](https://automatorplugin.com/wp-content/uploads/2024/01/Automator-data-cleanup.png) When this setting is enabled, *all Automator records* will be purged from your website when Uncanny Automator is deleted (not deactivated) from the Plugins page in /wp-admin. To be clear, this setting: - Deletes all Automator tables - Deletes all Automator view - Deletes all Automator post types and content - Deletes all Automator transients and options - Deletes all scheduled cron jobs and unhooks actions in Action Scheduler - Deletes all Automator translation files **There is no recovery path**. If you use this open option and delete Automator, *everything* linked to Automator will be removed and your site will seem like it was never installed. Since we do sometimes hear from customers that perform troubleshooting by deleting and reinstalling plugins, we would suggest using a lot of caution when you choose to enable this option. ### Outgoing Webhook authorization Yes, Uncanny Automator has long supported security headers in [webhook actions](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/). The feedback from customers though was that it was a bit cumbersome and concerns were raised about not hiding authentication keys. The Uncanny 5.5 releases addresses those issues by adding a new “Authorization” field. Here’s how authorization keys were set up in previous versions: [![Earlier webhook authorization](https://automatorplugin.com/wp-content/uploads/2024/01/Earlier-webhook-authorization.png)](https://automatorplugin.com/wp-content/uploads/2024/01/Earlier-webhook-authorization.png)And here’s how the same thing would be set up in 5.5 or above: [![Automator webhook authorization](https://automatorplugin.com/wp-content/uploads/2024/01/Automator-webhook-authorization.png)](https://automatorplugin.com/wp-content/uploads/2024/01/Automator-webhook-authorization.png) And yes, the authorization key is also masked in logs. Once entered it cannot be retrieved by any user. ### Other updates in Uncanny Automator While the highlights of the free release are listed above, there’s a lot in the 5.5 update that will help many Automator users: - [OpenAI](https://automatorplugin.com/integration/openai/) models have been significantly updated as older models (like Ada and Curie) were retired. If your recipes used models that are now retired, Automator is already routing your requests through other models. For new recipes, only the new models are available and you might notice some text changes. Anything related to GPT models was unaffected, but some changes were needed for Ada, Babbage, Curie and Davinci. - The integration icons we use in recipe logs now only show once per integration, even if triggers or actions for that integration are used multiple times in a recipe. We started seeing recipes with 100+ actions that showed 100+ icons of the same integration, which didn’t add value. - Post triggers are now more compatible with [Yet Another Related Posts Plugin (YARPP)](https://en-ca.wordpress.org/plugins/yet-another-related-posts-plugin/). - There are new tokens in [Woo](https://automatorplugin.com/integration/woocommerce/) related to total spend, so you can now (for example) run actions based on a user’s spend across all purchases being above or below a certain threshold. - There are new tokens related to posts for formatted and raw post content. They will make it easier to preserve formatting when used in other actions. - Compatibility for “mark complete” actions was added to ensure compatibility with the upcoming [LearnDash](https://automatorplugin.com/integration/learndash/) release. ### New in Uncanny Automator Pro Today’s [Uncanny Automator Pro 5.5](https://automatorplugin.com/pricing/) release adds a number of new triggers and actions: - [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) trigger – A file is downloaded: Log all file downloads in Google Sheets, notify a team in Slack or WhatsApp when a customer downloads a file from their account, send the user an onboarding email when a certain file is downloaded, etc. - [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) action – Delete a customer by ID: Delete a customer record when a GDPR request form is submitted, delete customer records if a subscription expires and no new purchases are made for 2 years, etc. - [BuddyBoss](https://automatorplugin.com/integration/buddyboss/)/[BuddyPress](https://automatorplugin.com/integration/buddypress/) actions – Unsubscribe the user from a forum: Remove the user from a forum when course access expire or a purchase is refunded. - [LearnDash](https://automatorplugin.com/integration/learndash/) action – Extend the user’s access to a course by a number of days: Grant a user 5 more days to complete a course when they complete a milestone quiz, extend an expiration by 10 days if users submit an extension request form, etc. - [Woo Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) action – Extend the user’s next subscription renewal date for a specific product by a number of days: Skip the next payment when a user submits a one-time request for an extension, grant the user 10 days of additional access when they submit a review, etc. - [WooCommerce](https://automatorplugin.com/integration/woocommerce/) action – Add a note to an order: Include the recipe URL and key token values in an order note when an Automator recipe updates an order status, add custom user field records to order details when users place an order, etc. There are some really high-value new tools in that list. We also have a big addition to the [LearnDash](https://automatorplugin.com/integration/learndash/) reset course progress action: a checkbox to also reset tracked course time if you use the [Simple Course Timer](https://www.uncannyowl.com/knowledge-base/simple-course-timer/) module from [Uncanny Toolkit Pro](https://www.uncannyowl.com/downloads/uncanny-learndash-toolkit-pro/). One other big behind-the-scenes change is that we changed the frequency that auto-pruning logs now run based on how far back you set the logs to be stored. If the retention time is in days, the operation to clean the logs runs once daily. If it’s set in hours, we run it once per hour. Those are the highlights for the Uncanny Automator and Automator Pro releases. Full details are available in the [Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and [Automator Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Connect LearnDash to WooCommerce Memberships](https://automatorplugin.com/how-to-connect-learndash-to-woocommerce-memberships/) **Published:** December 22, 2023 **Author:** Brendan Da Costa **Content:** *Join the integration and automation club! Sell, remove and customize LearnDash course and group access with this seamless LearnDash and WooCommerce Memberships integration.* [![connect-learndash-to-woocommerce-memberships-featured-image](https://automatorplugin.com/wp-content/uploads/2023/12/connect-learndash-to-woocommerce-memberships-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2023/12/connect-learndash-to-woocommerce-memberships-featured-image.jpg) Have you been looking for a way to connect LearnDash and WooCommerce Memberships? Well, look no further! In this blog post, we’ll show you how to create a seamless [**LearnDash**](https://www.automatorplugin.com/share/learndash) and [**WooCommerce Memberships**](https://automatorplugin.com/share/woocommerce-memberships/) integration using [**Uncanny Automator**](https://www.automatorplugin.com/pricing). By the end of this brief tutorial, you’ll be able to sell and remove LearnDash groups and course access through WooCommerce Memberships. More importantly, you’ll be able to **customize the integration** to suit your needs and **connect it to your CRM**. It will only take a few minutes—and even fewer clicks. So, without further ado, scroll down to join the Time-Saving Integrations Club! ## **Introduction** Connecting LearnDash to WooCommerce Memberships can open up new pathways for your learners, help you build a learning community and boost your revenue streams. However, attaining a seamless integration between these two awesome plugins can be a challenge. Unless you have **Uncanny Automator**. In this tutorial, we’ll show you some of the unique ways to connect LearnDash to WooCommerce Memberships and so much more! First, let’s take a look at the plugins that we’ll be using. ## Introduction to [Uncanny Automator](https://automatorplugin.com/pricing) [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. As such, it’s a no-brainer for connecting LearnDash to WooCommerce Memberships. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) What Automator offers above the native LearnDash and WooCommerce integration is flexibility, customizability and scalability. Using Automator features such as [***filters***](https://automatorplugin.com/knowledge-base/action-filters-conditions/) and [***tokens***](https://automatorplugin.com/knowledge-base/managing-tokens/), you can create dynamic integrations that respond to users’ activity and suit their unique learning pathways. Plus, with [**253 integrations**](https://www.automatorplugin.com/integrations) (and more always on the way), you can easily scale up your LearnDash and WooCommerce Memberships integration. [**Get your Automator Pro license with a 14-day money back guarantee so you can follow along.>>>**](https://www.automatorplugin.com/pricing) ## Introduction to [LearnDash](https://automatorplugin.com/share/learndash) Turning your WordPress website into an e-learning platform is easiest with [**LearnDash**](https://www.automatorplugin.com/share/learndash). In addition to the standard LMS features, such as quiz, lesson and course builders, LearnDash unlocks a bevy of possibilities with greater administrative control. [![learndash homepage](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage-1024x539.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage.png) Most importantly, however, LearnDash integrates with dozens of other plugins (such as WooCommerce) to help you create a more comprehensive learning experience. Of course, when you LearnDash with Uncanny Automator, you gain access to countless more integrations to help your learners, educators and administrators. [**If you haven’t already, get LearnDash now and turn your WordPress website into the digital campus you’ve always dreamed of.>>>**](https://www.automatorplugin.com/share/learndash) ## Introduction to [WooCommerce Memberships](https://automatorplugin.com/share/woocommerce-memberships) If you’re looking for a way to create an exclusive members’ only section of your WordPress website, [**WooCommerce Memberships**](https://automatorplugin.com/share/woocommerce-memberships/) can help you roll out the red carpet and set up the velvet ropes. [![woocommerce-logo](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-logo.png)](https://automatorplugin.com/wp-content/uploads/2023/11/woocommerce-logo.png) WooCommerce Memberships gives you the ability to restrict access to content, create unique membership perks and lay the foundation for an online community. To get the most out of WooCommerce Memberships, pair it with the [**core ecommerce plugin**](https://automatorplugin.com/share/woocommerce/) and the [**Subscriptions**](https://automatorplugin.com/share/woocommerce-subscriptions/) addon. [**Grab the Memberships addon so you can follow along in the next section.>>>**](https://automatorplugin.com/share/woocommerce-memberships/) ## **Connect LearnDash to WooCommerce Memberships: Add Users** To connect LearnDash to WooCommerce Memberships, we’re going to create an Automator *recipe* (i.e., a combination of triggers and actions). [![connect-learndash-to-woocommerce-memberships-recipe](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woocommerce-memberships-integration-recipe-1024x593.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woocommerce-memberships-integration-recipe.png) In the next five steps, we’ll recreate the recipe pictured above to add our WooCommerce members to an exclusive members only LearnDash group. Let’s get to it! **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add New*. In the pop-up window that appears select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) (Note: Even though we have selected *Logged-in users*, this recipe will work on any of our site visitors, even unregistered guests. This is because of our WooCommerce *Accounts & Privacy* settings that requires all of our customers to create an account or sign in to their existing account at checkout.) [![woocommerce-accounts-and-privacy-settings](https://automatorplugin.com/wp-content/uploads/2023/12/woocommerce-accounts-and-privacy-settings-1024x455.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woocommerce-accounts-and-privacy-settings.png) If you haven’t already, you can configure these settings by navigating to *WooCommerce* > *Settings* > *Accounts & Privacy* and selecting the options as pictured above. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *LearnDash and WooCommerce Memberships Integration*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Woo Memberships**. [![woo-memberships-integration](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-integration.png) From the drop-down list that appears, select *A user is added to a membership plan*. [![woo-memberships-actions-a-user-is-added-to-a-membership-plan](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-user-is-added-to-a-membership-plan-1024x385.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-user-is-added-to-a-membership-plan.png) Automator will prompt you to select a membership plan. We have selected the membership plan associated with our LearnDash group. [![woo-membership-plan-learndash-membership](https://automatorplugin.com/wp-content/uploads/2023/12/woo-membership-plan-learndash-membership-1024x445.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woo-membership-plan-learndash-membership.png) Once you’re finished, click **Save**. Your trigger should look something like this: [![woo-memberships-actions-a-user-is-added-to-a-membership-plan-live](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-user-is-added-to-a-membership-plan-live-1024x349.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-user-is-added-to-a-membership-plan-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LearnDash** from the menu of available integrations. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/learndash-integration.png) From the drop-down list that appears, select *Add user to a group*. [![learndash-action-add-the-user-to-a-group](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-add-the-user-to-a-group-1024x458.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-add-the-user-to-a-group.png) Automator will prompt you to select the group to which you would like to add your new members. For example, we have selected our “Members Only” group. [![learndash-members-only-group](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-members-only-group-1024x446.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-members-only-group.png) Once you’re finished, click **Save**. Your *Actions* panel should now look something like this: [![learndash-action-add-the-user-to-a-group-live](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-add-the-user-to-a-group-live-1024x419.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-add-the-user-to-a-group-live.png) **Step 5: Go Live!** You’re just about ready to roll out the LearnDash carpet for your WooCommerce members. All you have to do now is toggle your recipe from *Draft* to *Live*. [![connect-learndash-to-woocommerce-memberships-recipe-live](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woocommerce-memberships-integration-recipe-live-1024x593.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woocommerce-memberships-integration-recipe-live.png) This simple integration takes care of adding members to our LearnDash group. But what about removing them if/when their membership expires? ## **Connect LearnDash to WooCommerce Memberships: Remove Users** It’s never easy to say goodbye to your members, but sometimes they do leave. The right automation, however, can make parting ways a much smoother experience for you and your users. [![learndash-woocommerce-memberships-integration-recipe-2](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woocommerce-memberships-integration-recipe-2-1024x762.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woocommerce-memberships-integration-recipe-2.png) In the recipe pictured above, we’re able to remove users from our LearnDash group if their membership is canceled or expires. Follow the steps below to recreate this recipe. And try out the advanced features shown in the optional step to automate your winback strategy. Because no one likes saying goodbye! **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** We’ve simply named this recipe *LearnDash and WooCommerce Memberships Integration 2*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Woo Memberships**. From the drop-down list that appears, select either *A user’s access to a membership plan cancelled* or *A user’s access to a membership plan expires*. [![woo-memberships-actions-a-users-access-to-a-membership-plan-canceled-or-expires](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-users-access-to-a-membership-plan-canceled-or-expires-1024x366.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-users-access-to-a-membership-plan-canceled-or-expires.png) Automator will prompt you to select the membership plan in question. As before, we have selected our “LearnDash Membership” plan. Once you’re finished click **Save**. In the *Triggers* panel, click **Add trigger**. Once again, select **Woo Memberships** from the available integrations. From the drop-down list, select the action you had not selected in the first trigger, select the membership plan and click **Save**. At the top of the *Triggers* panel, set the option to trigger the recipe to *Any*. [![woo-memberships-actions-a-users-access-to-a-membership-plan-canceled-or-expires-live](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-users-access-to-a-membership-plan-canceled-or-expires-live-1024x573.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-actions-a-users-access-to-a-membership-plan-canceled-or-expires-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **LearnDash** from the menu of available integrations. From the drop-down list that appears, select *Remove the user from a group*. [![learndash-action-remove-the-user-from-a-group](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-remove-the-user-from-a-group-1024x450.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-remove-the-user-from-a-group.png) Automator will prompt you to select the group from which you would like to remove the user. Once you’re finished, click **Save**. **Step 5: Go Live!** All you have to do to help ease the process of saying goodbye to your members, is toggle the recipe from *Draft* to *Live*. But why let your members go without making one last attempt to make them stay? **Step 6 (Optional): Add Filter and Delay** Sometimes, your members have every intention of staying. Life simply gets in the way and they may forget to renew their membership. With a *filter* and *delay*, you can give your members the friendly reminder they need instead of the boot they didn’t expect. To add a delay, hover over the LearnDash action and click **Delay**. [![learndash-action-delay](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-delay-1024x415.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-delay.png) In the pop-up window that appears, set a delay that you believe gives your members enough time to renew their membership. For example, we’ve set a delay of seven (7) days. [![set-delay-7-days](https://automatorplugin.com/wp-content/uploads/2023/12/set-delay-7-days-1024x842.png)](https://automatorplugin.com/wp-content/uploads/2023/12/set-delay-7-days.png) Once you’re done, click **Set delay**. Next, hover over the LearnDash action once again and click **Filter**. [![learndash-action-filter](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-filter-1024x441.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-filter.png) In the *Condition* window that appears, select *Woo Memberships* > *The user does not have an active membership of a specific plan*. [![woo-memberships-filter-the-user-does-not-have-an-active-membership](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-filter-the-user-does-not-have-an-active-membership-1024x376.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woo-memberships-filter-the-user-does-not-have-an-active-membership.png) Automator will prompt you to select the membership plan. Once you’re finished, click **Save filter**. Your *Actions* panel should now look something like this: [![learndash-action-delay-and-woo-membership-filter](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-delay-and-woo-membership-filter-1024x850.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-action-delay-and-woo-membership-filter.png) **Step 7 (Optional): Add Marketing Automation Action(s)** If your users have forgotten to renew their membership, they’ll likely need a gentle reminder—or two, or three. Add a few **Email** actions within the window of time that you’ve given your users to renew their membership to give them the gentle nudge they need. [![delayed-email-reminder-actions](https://automatorplugin.com/wp-content/uploads/2023/12/delayed-email-reminder-actions-1024x1005.png)](https://automatorplugin.com/wp-content/uploads/2023/12/delayed-email-reminder-actions.png) Alternatively, connect to your favorite CRM, such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**MailPoet**](https://automatorplugin.com/share/mailpoet/), [**Groundhogg**](https://automatorplugin.com/share/groundhogg), [**Drip**](https://automatorplugin.com/share/drip/), and [**many, many more**](https://www.automatorplugin.com/integrations). ## **More Ways to Connect LearnDash to WooCommerce Memberships** These basic LearnDash and WooCommerce Memberships integrations only took us a few clicks to set up and even fewer minutes. However, you can do a whole lot more by taking advantage of Automator’s other features and integrations. [![learndash-woo-memberships-membership-tier-discounts](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woo-memberships-membership-tier-discounts-1024x869.png)](https://automatorplugin.com/wp-content/uploads/2023/12/learndash-woo-memberships-membership-tier-discounts.png) In the recipe pictured above, for example, we’re able to generate and email unique coupon codes to our members who have completed the courses associated with our LearnDash group. They can then use those coupon codes to get a discount on higher tier membership levels. ## **Conclusion** In this how-to guide, we hope you agree that we’ve shown the easiest way to connect **[LearnDash](https://www.automatorplugin.com/share/learndash)** and **[WooCommerce Memberships](https://www.automatorplugin.com/share/woocommerce-memberships)** is with **[Uncanny Automator](https://www.automatorplugin.com/pricing)**. In fact, Automator has as many combinations of triggers and actions for these plugins as the LSATs have questions! We can’t wait to see what amazing integrations you come up with on your own. But, if you have any questions or would like some help in setting up a unique integration, drop us a line in the comments section below. Until then, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas **Tags:** learndash, membership, woo memberships, woocommerce --- ### [New integrations: EDD Software Licensing, Heroic KB, SeedProd](https://automatorplugin.com/edd-heroic-kb-seedprod-thrive-ultimatum/) **Published:** December 21, 2023 **Author:** Ryan Moore **Content:** It’s the final [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) release of 2023! It’s a big one too, with 4 new integrations, new log purging tools, new post creation options and more. And all of that is just in the free version of Uncanny Automator 5.4. ### EDD Software Licensing Expanding our suite of integrations for Easy Digital Downloads, the new [Software Licensing integration](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) adds 2 new triggers: - A license for a download is creates - A license for a download expires These 2 new additions open up some interesting use cases. There are of course the obvious notification recipes, like alerting a user via [SMS](https://automatorplugin.com/integration/twilio/) or [WhatsApp](https://automatorplugin.com/integration/whatsapp/) when a license expires so that they can renew. Or when a new license is created, maybe the user is enrolled in an onboarding course or the details are logged in [Google Sheets](https://automatorplugin.com/integration/google-sheets/). ### Heroic Knowledge Base We’re big fans of the [Heroic Knowledge Base plugin](https://automatorplugin.com/integration/heroic-knowledge-base/), having used it on this site and [uncannyowl.com](https://www.uncannyowl.com/) since we first started selling plugins (over 8 years ago!). It’s a great tool for organizing instructional articles on a WordPress site, and in the 5.4 release, we’re including the following new triggers: - A user gives a positive rating to an article - A user gives a negative rating to an article - An article receives a positive rating - An article receives a negative rating Yes, the first 2 triggers are for Logged-in recipes, the latter 2 for Everyone recipe types. These triggers might be used to notify a content team in Slack to review an article if it receives 3 negative ratings, maybe an outreach email for support is sent when the user rates an article negatively, or maybe when an article reaches 5 positive ratings then it’s shared in social channels. ### Thrive Ultimatum Want to trigger some FOMO marketing initiatives on your website? The new [Thrive Ultimatum](https://automatorplugin.com/integration/thrive-ultimatum/) triggers make it easier to build advanced scarcity-driven workflows: - A user triggers an evergreen campaign - An evergreen campaign is triggered Maybe you incorporate sending new Woo coupon codes when a campaign is triggered, you enroll users in a free sample course for a trial period or you notify an account manager in [Slack](https://automatorplugin.com/integration/slack/). ### SeedProd The new [SeedProd integration](https://automatorplugin.com/integration/seedprod/) gets one new trigger, but it’s a big one: An Optin Form is submitted. With this trigger, you might unlock sample content for a trial (perhaps with our [Restrict Content addon](https://automatorplugin.com/restrict-content-addon/) for Automator!), generate and send visitors a coupon code, enroll them in a [Zoom webinar](https://automatorplugin.com/integration/zoom-webinars/), and track submissions in Google Sheets. ### Log changes There are some bigger changes happening to log purging options in the Automator 5.4 releases. In the free version, we’re adding 2 new options to the settings in **Automator > Settings > General > Data management**. [![New log settings for Automator](https://automatorplugin.com/wp-content/uploads/2023/12/New-log-settings-for-Automator-1024x520.png)](https://automatorplugin.com/wp-content/uploads/2023/12/New-log-settings-for-Automator.png) First, there’s a new option to delete log records linked to a user that gets deleted. When enabled, deleting a user in WordPress will have Automator find any log entries linked to them and purge them. The second new setting comes from some high-use customers that had huge log tables with a lot of data. They only cared about logging In Progress recipes or recipes with errors, not successful recipes, so there’s a new option to simply not log records for recipes that run successfully. Certainly this can make troubleshooting a challenge, but for sites where things are running smoothly and it’s only important to track recipe issues, the new option could prove quite helpful. The existing option to manually prune logs also gets new support for decimals, so if you want to, you can target much shorter purge intervals. A value of 0.25 days, for example, could be set to prune anything 6 hours or older. ### New tokens We had a compelling user request to be able to run actions based on the status code a webhook action returns to an Automator recipe. There is existing support for handling webhook response values, but we didn’t have a way to change behaviour if perhaps an outgoing webhook had a 403 error for permissions, a 500 error, etc. With the new token for a response status code, there are new ways you can track how external systems respond to webhook data. [WooCommerce](https://automatorplugin.com/integration/woocommerce/) triggers also gain a number of tokens related to fees and payouts, including unformatted order fees, shipping fees, Stripe fees and Stripe payout. ### Add custom CSS and JS when creating posts The existing WordPress action to create a new post had no support for custom JS and CSS code, and our use of TinyMCE meant that some could code be modified when it was saved. What 5.4 adds are new toggle fields to allow a safe way to add custom code to new posts, like this: [![Custom JS and CSS for WordPress posts](https://automatorplugin.com/wp-content/uploads/2023/12/Custom-JS-and-CSS-for-WordPress-posts-1024x484.png)](https://automatorplugin.com/wp-content/uploads/2023/12/Custom-JS-and-CSS-for-WordPress-posts.png) ### And the rest There are several other new features and fixes in the [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 5.4 release. One is better support for recipes with no actions, only redirects. We’ve been surprised by how many sites are using Automator and recipes purely to add redirects based on user behaviour and no other actions. Based on some user feedback around how recipes with no actions should work, we have added support for additional redirect scenarios. There’s also better organization of actions in a recipe based on schedule time, a daily health check of Automator records on a site, expanded Safari support in the recipe editor and more. For a full list of changes, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New in Pro: Log Options, Woo Bookings & More](https://automatorplugin.com/new-in-pro-log-options-woo-bookings-more/) **Published:** December 21, 2023 **Author:** Ryan Moore **Content:** [Uncanny Automator Pro](https://automatorplugin.com/pricing/) 5.4 is now available to download. It’s the last Pro release of the year, so we made sure to include a number of high-value additions for Pro customers. ### Woo Bookings triggers While the [WooCommerce Bookings integration](https://automatorplugin.com/integration/woocommerce-bookings/) was introduced in Automator 5.3 releases, no actions were added at that time. That changes in today’s Pro release, which adds: - Create a booking - Change a booking to a specific status So when a form is submitted, perhaps a new booking is created. Or when a recurring payment fails, maybe a booking is cancelled. ### Xprofile loop filters [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) and [BuddyPress](https://automatorplugin.com/integration/buddypress/) users, we now have the user data conditions you’ve been looking for: - A user does not have a value in an Xprofile field - A user has a value in an Xprofile field Those are available for each of the 2 integrations. Perhaps only users located in Toronto (as set in a City Xprofile) receive a campaign email, maybe only users with a Manager title earn a certificate when they complete a course, etc. ### Auto-pruning logs Pro users get an option to automatically prune completed recipes from logs after a certain number of days. We had a lot of feedback that only allowing integers and setting the value in days wasn’t flexible enough, so now you can effectively set any time period you want. Here’s what it looks like: [![Log auto-pruning settings](https://automatorplugin.com/wp-content/uploads/2023/12/Log-auto-pruning-settings.png)](https://automatorplugin.com/wp-content/uploads/2023/12/Log-auto-pruning-settings.png) The default is “day(s)”, so the existing setting current users would have in place. ### Easy Digital Download conditions To complement the new [EDD Software Licensing integration](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) in Uncanny Automator 5.4, we added several new conditions: - EDD: A user has or has not downloaded a file - EDD Software licensing: A user has or does not have an active license for a download Want to send out a campaign reminding users that completed a course but don’t have an active license to purchase one? No problem. Want to send a reminder email for purchasers of a download to download the file if they haven’t within 7 days of purchase? The new conditions allow that too. ### Send Group Leaders certificates Do you use recipes to send out certificates to students in LearnDash courses? With the new option to CC Group Leaders on certificates, now they can be included on notifications. The new option is included right beneath the current CC field in the [“Send a LearnDash certificate” action](https://automatorplugin.com/knowledge-base/generate-an-email-a-certificate-to-the-user/): [![CC Group Leader Certificates](https://automatorplugin.com/wp-content/uploads/2023/12/CC-Group-Leader-Certificates-1024x432.png)](https://automatorplugin.com/wp-content/uploads/2023/12/CC-Group-Leader-Certificates.png) That wraps up the highlights for the Uncanny Automator Pro 5.4 release. We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [The Best Way to Bulk Edit WordPress Posts](https://automatorplugin.com/the-best-way-to-bulk-edit-wordpress-posts/) **Published:** December 19, 2023 **Author:** Brendan Da Costa **Content:** *Save time and clicks with Uncanny Automator’s Post Loops feature. Effortlessly bulk edit WordPress posts, from metadata to product prices and more!* [![bulk-edit-wordpress-posts-featured-image](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-wordpress-posts-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-wordpress-posts-featured-image.png) Have you been looking for a way to edit your WordPress posts in bulk? Maybe you want to add a new tag to certain posts? Or, perhaps you want to add or edit the post meta for your courses, lessons and quizzes. You may even want to create a storewide discount. No matter the exact reason, if you want to create, edit and manage WordPress posts in bulk, you’ve landed on the right page. Of course, WordPress gives you the option to perform bulk actions on your posts such as “Move to trash”. However, that’s about the extent of the range of options. In this blog post, however, we’ll show you the best way to bulk edit WordPress posts, beyond WordPress’ native features. [**Uncanny Automator’s Post Loops**](https://automatorplugin.com/knowledge-base/post-loops/) feature is the best way to edit your WordPress posts in bulk. But don’t let us just tell you about it. Scroll down and we’ll show you why you’ll be going postal for Automator’s Post Loops! ## **Introduction: Bulk Editing WordPress Posts Like a Pro** We probably don’t have to tell you: WordPress is the best content management system out there! Nevertheless, managing your content at scale can be a challenge. Thankfully, with the **[Uncanny Automator Post Loops](https://automatorplugin.com/knowledge-base/post-loops/)** feature—that we’ll introduce you to in this article—makes managing your WordPress posts at scale simple. By the end of this guided walkthrough, you’ll be able to create and edit WordPress post meta and content with just the click of a button. After some step-by-step guides, we’ll give you some additional examples. Let’s get started. ## **Why Bulk Edit WordPress Posts** Painting with a broad brush isn’t always a bad thing. Especially when it comes to content management. Bulk editing your WordPress posts can save you time and money—not to mention, some finger cramps from too much clicking. In case you were wondering, here are some of the advantages of managing and editing your WordPress posts in bulk. **1. Save Time and Money** You could always change things like post titles and metadata individually. But, who has time for that? If you have thousands of posts of various kinds to manage, bulk editing allows you to save time and cut back on costs. **2. Consistency** Templates can help you maintain consistency and brand standards across your website. However, within posts and post metadata themselves, you’ll need some help. Bulk editing with Uncanny Automator enables you to update various post elements across multiple posts at once, ensuring cohesiveness across your website. **3. SEO Optimization** Bulk editing allows you to quickly implement SEO improvements to multiple posts simultaneously. Update meta tags, titles, or keywords to enhance search engine visibility and improve overall website rankings. **4. Content Updates** When you need to make changes to content, such as adding additional content, updating information, or including new links, bulk editing ensures a swift and efficient process across numerous posts. **5. Feature Changes or Removal** If you decide to modify or remove certain features, categories, or tags across multiple posts, bulk editing becomes an invaluable tool. It simplifies the process of implementing these changes uniformly throughout your WordPress site. With so many benefits at your fingertips, we’re certain that you’re eager to figure out how to edit your WordPress posts in bulk. In the next section, we’ll introduce you to the [**Uncanny Automator Post Loops**](https://www.automatorplugin.com/pricing) feature. It’s the easiest way to create, edit and manage WordPress posts in bulk. ## Introducing [Uncanny Automator](https://automatorplugin.com/pricing)‘s Post Loops Feature At its core, [**Uncanny Automator**](https://www.automatorplugin.com/pricing) is the #1 automation and integration tool for WordPress websites. But with some advanced features, such as Post Loops and filters, it can be a whole lot more. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) In this blog post, we’ll focus on how Automator’s Post Loops feature can help you manage your WordPress content at scale. Post Loops are an Automator Pro feature so you’ll need to grab a license to follow along. Fortunately, Automator offers a 14-day money back guarantee so you can try out Post Loops risk-free. We’re certain that you’ll love the time-savings, so [**get your Automator Pro license today.>>>**](https://www.automatorplugin.com/pricing) ## **Bulk Edit WordPress Post Meta** Bulk editing WordPress post meta can unlock a world of possibilities. Whether you want to retroactively change the author of some posts or add new meta fields altogether, editing in bulk will unlock new potential. [![bulk-edit-wordpress-post-meta-recipe](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-wordpress-post-meta-recipe-995x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-wordpress-post-meta-recipe.png) In the recipe pictured above, we’re able to add an AI-generated SEO summary to all of our existing **[LearnDash](https://automatorplugin.com/share/learndash)** lessons. Then, using another action, we simply store those summaries as post meta with the key “ai\_summary”. Follow the five steps below to bulk edit WordPress post meta on your own website. (Note: If you’re unfamiliar with key/value pairs, [read our brief but informative guide here](https://automatorplugin.com/knowledge-base/user-meta-tokens/).) **Step 1: Create and Name New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone* and click **Confirm**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *Bulk Edit WordPress Post Meta*. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) From the drop-down list that appears, select *Trigger recipe manually*. **Step 3: Configure Your First Post Loop Action** In the *Actions* panel, click **Add**. From the drop-down list that appears, select *Post loop*. [![add-post-loop](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png)](https://automatorplugin.com/wp-content/uploads/2023/12/add-post-loop.png) Automator will select the post type *Post* by default. As we are adding metadata to our lessons, we will want to change the post type. To do this, simply hover over the *Loop* panel and click the **Edit filter** icon. [![post-loop-edit-post-type](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-edit-post-type-1024x431.png)](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-edit-post-type.png) In the *Configure loop filter* window, select *Lessons* in the *Post type* field. [![configure-loop-filter-lessons](https://automatorplugin.com/wp-content/uploads/2023/12/configure-loop-filter-lessons.gif)](https://automatorplugin.com/wp-content/uploads/2023/12/configure-loop-filter-lessons.gif) In the *Loop* panel, click **Add action**. From the menu of available integrations, select **OpenAI**. [![automator-openai-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-openai-integration.png) Follow the prompts to connect your OpenAI account, if you haven’t already. If you’re uncertain how to connect your OpenAI account, [consult our brief guide here](https://automatorplugin.com/knowledge-base/open-ai/). Once you’ve connected your account, from the drop-down list that appears, select *Use a prompt to generate text with the GPT model*. [![openai-action-use-a-prompt-to-generate-text-GPT-model](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-use-a-prompt-to-generate-text-GPT-model-1024x501.png)](https://automatorplugin.com/wp-content/uploads/2023/12/openai-action-use-a-prompt-to-generate-text-GPT-model.png) To get OpenAI to generate the summary for each of our lessons, we’re going to use *tokens* (i.e. dynamic data pulled from your WordPress website and from within recipes.) In the *Prompt* field, click the **Asterisk**. From the drop-down list that appears, select *Loop* > *Post content*. [![openai-prompt-loop-post-content-token](https://automatorplugin.com/wp-content/uploads/2023/12/openai-prompt-loop-post-content-token.png)](https://automatorplugin.com/wp-content/uploads/2023/12/openai-prompt-loop-post-content-token.png) Once you’re satisfied with your prompt and settings, click **Save**. Your *Loop* panel should look something like this: [![post-loop-openai-action-live](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-openai-action-live-1024x728.png)](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-openai-action-live.png) **Step 4: Configure Your Second Post Loop Action** Now, we want to store these AI-generated summaries for our lessons as post meta. To do this, we’ll simply add another action to our *Loop* panel. In the *Loop* panel, click **Add action**. From the menu of available integrations, select **WordPress**. [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) From the drop-down list that appears, select *Set post meta*. [![wordpress-action-set-post-meta](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-action-set-post-meta-1024x496.png)](https://automatorplugin.com/wp-content/uploads/2023/12/wordpress-action-set-post-meta.png) In the *Post type* field, select *Lesson*. In the *Post* field, select *Use a token/custom value*. [![post-field-use-a-token-custom-value](https://automatorplugin.com/wp-content/uploads/2023/12/post-field-use-a-token-custom-value.png)](https://automatorplugin.com/wp-content/uploads/2023/12/post-field-use-a-token-custom-value.png) For Automator to cycle through all of the lessons, click the **Asterisk** in the subfield and select the *Post ID* token. [![post-loop-post-id-token](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-post-id-token.png)](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-post-id-token.png) In the *Key* field, enter the key under which you want to store the summary. For example, we’ve named this key “ai\_summary”. In the *Value* field, select the *Response* token under the OpenAI action. [![openai-response-token](https://automatorplugin.com/wp-content/uploads/2023/12/openai-response-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/12/openai-response-token.gif) Once you’re finished, click **Save**. Your *Loop* panel should look something like this: [![post-loop-openai-and-post-meta-actions-live](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-openai-and-post-meta-actions-live-1024x868.png)](https://automatorplugin.com/wp-content/uploads/2023/12/post-loop-openai-and-post-meta-actions-live.png) **Step 5: Bulk Edit Your Lessons!** You’re just about ready to add some SEO metadata to your WordPress posts. All you need to do is click **Run now**. [![bulk-edit-wordpress-post-meta-recipe-run-now](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-wordpress-post-meta-recipe-run-now-995x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-wordpress-post-meta-recipe-run-now.png) Editing your WordPress post meta in bulk is just the tip of the iceberg with Automator’s Post Loops feature. Once you’ve gotten the hang of Automator’s other advanced features, you’ll be able to make just about any edits to your WordPress posts that you can dream of. ## Bulk Edit Product Prices in [WooCommerce](https://automatorplugin.com/share/woocommerce) Ever wanted to run a storewide discount? Or maybe just a discount on some items in your **[WooCommerce](https://automatorplugin.com/share/woocommerce)** store that meet certain criteria? [![bulk-edit-prices-in-woocommerce](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-prices-in-woocommerce-1024x984.png)](https://automatorplugin.com/wp-content/uploads/2023/12/bulk-edit-prices-in-woocommerce.png) Follow the steps below to edit your WooCommerce prices in bulk. **Step 1: Create and Name a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone*. Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe “Bulk Edit Prices in WooCommerce”. **Step 2: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **Run now**. From the drop-down list that appears, select *Trigger recipe manually*. **Step 3: Configure Your Post Loop Type and Filter** In the *Actions* panel, click **Add**. From the drop-down list that appears, select *Post loop*. Click the **Edit filter** icon and select the post type *Products*. Next, because we don’t want to change the price of all of our products, we’re going to add a filter. To do this, click the **Filter posts** button. [![post-loops-filter-posts](https://automatorplugin.com/wp-content/uploads/2023/12/post-loops-filter-posts-1024x319.png)](https://automatorplugin.com/wp-content/uploads/2023/12/post-loops-filter-posts.png) Automator will present you with different conditions for filtering your posts. We selected *A type of post has/does not have a term in a taxonomy*. You can select any filter condition that suits your workflows. In the *Configure the loop filter* window, define the condition(s) that will allow you to isolate only the products whose prices you want to change. For example, we’ve configured the conditions to target our memberships. [![configure-the-loop-filter](https://automatorplugin.com/wp-content/uploads/2023/12/configure-the-loop-filter-1024x774.png)](https://automatorplugin.com/wp-content/uploads/2023/12/configure-the-loop-filter.png) When you’re finished, click **Confirm**. **Step 4: Configure Your Post Loop Action** In the *Loop* panel, click **Add action**. From the menu of available integrations, select **WooCommerce**. [![woocommerce integration](https://automatorplugin.com/wp-content/uploads/2020/05/woocommerce-integration.png)](https://automatorplugin.com/wp-content/uploads/2020/05/woocommerce-integration.png) From the drop-down list that appears, select *Change the price of a specific product to a new price*. [![woocommerce-action-change-the-price-of-a-product](https://automatorplugin.com/wp-content/uploads/2023/12/woocommerce-action-change-the-price-of-a-product-1024x492.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woocommerce-action-change-the-price-of-a-product.png) In the *Product* field, select the *Use a token/custom value* > *Loop* > *Post ID* as we did in the previous recipe. [![use-a-token-custom-value-post-id-token](https://automatorplugin.com/wp-content/uploads/2023/12/use-a-token-custom-value-post-id-token-1024x477.png)](https://automatorplugin.com/wp-content/uploads/2023/12/use-a-token-custom-value-post-id-token.png) Click **Save** and set the new price in the *Price* field. For example, we have chosen to set the new price to $50.00. [![woocommerce-change-the-price-to-50](https://automatorplugin.com/wp-content/uploads/2023/12/woocommerce-change-the-price-to-50-1024x522.png)](https://automatorplugin.com/wp-content/uploads/2023/12/woocommerce-change-the-price-to-50.png) Alternatively, if you can use Automator’s powerful *Calculations* feature to change the prices of products in bulk in a more dynamic way. For example, using *Calculations*, we can apply a 10% discount to all of our memberships and later reverse the discount when the sale ends. To use the *Calculations* feature, simply click the **Asterisk** in the *Price* field and select *Modifiers* > *Calculation* from the drop-down list. [![automator-calculation-feature](https://automatorplugin.com/wp-content/uploads/2023/12/automator-calculation-feature-1024x773.png)](https://automatorplugin.com/wp-content/uploads/2023/12/automator-calculation-feature.png) To complete the calculation, follow the steps in the video below: Once you’ve configured the new price, either statically or dynamically with a calculation, simply click **Save**. **Step 5: Run with Your Sale!** All you have to do to begin a storewide sale, is click **Run now**! ## **Conclusion: Save Time with Post Loops** We hope you see how Automator’s Loops feature can help you “bulk” up your WordPress website! Now that you have the ability to edit WordPress posts in bulk, we can’t wait to see what great new content you come up with. Not sure how to create the recipe you want? Interested to know more about Automator’s advanced features? Drop us a line in the comments section below. Until then, happy looping! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** post loops, run now --- ### [How to Connect Thrive Architect to Google Sheets](https://automatorplugin.com/how-to-connect-thrive-architect-to-google-sheets/) **Published:** December 12, 2023 **Author:** Brendan Da Costa **Content:** *Are you looking for a way to connect Thrive Architect to Google Sheets? Send Thrive Architect form submission data to Google Sheets with Uncanny Automator.* [![connect-thrive-architect-to-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2023/12/connect-thrive-architect-to-google-sheets-featured-image.jpg)](https://automatorplugin.com/wp-content/uploads/2023/12/connect-thrive-architect-to-google-sheets-featured-image.jpg) Are you looking for a way to connect Thrive Architect to Google Sheets? We certainly hope so, because that’s what this blog post is all about! Whether you want to automate your data entry processes, centralize your Thrive Architect form data or just turn it into really pretty charts and graphs, you’ve come to the right place. In this blog post we’ll show you the easiest way to connect [**Thrive Architect**](https://automatorplugin.com/share/thrive-architect/) to [**Google Sheets**](https://automatorplugin.com/share/google/) using the most powerful automation and integration tool for WordPress users: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Without further ado, let’s start thriving! ## **Introduction** In this article, we’ll walk you through sending Thrive Architect form submissions to Google Sheets with **Uncanny Automator**, step by step. By the end of this article, you’ll be able to record data such as: - the guest or user who submitted the form, - the date and time of the submissions (in multiple formats), - the form field entries, - and much more. With this powerful Thrive Architect + Google Sheets integration, you can automate data entry, analyze form submission data and collaborate with the whole team! Finally, we’ll leave you with some ideas for more ways to integrate your Thrive Architect forms into your broader workflows. ## **What You Need to Connect Thrive Architect to Google Sheets** Before we start sending Thrive Architect form data to Google Sheets, let’s take a closer look at the tools we’ll be using. ## [Uncanny Automator](https://automatorplugin.com/pricing) Do you often find yourself asking, “How do I connect this plugin to the other one?” Or, maybe, “Is there a way to integrate this app with my WordPress website?” Whenever you do, just think of these two words: [**Uncanny Automator**](https://www.automatorplugin.com/pricing). Automator is #1 integration tool for WordPress websites. Using simple combinations of triggers and actions called *recipes*, you can create seamless workflows across all of your favorite apps and plugins. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Whether you’re looking to connect Thrive Architect to Google Sheets or to your CRM for powerful marketing automation workflows, Automator can help you make it happen. In the next section of this blog post, we’ll walk you through creating your first Automator recipe in just five quick steps. The best part is that you can try out this integration for **FREE**! Just [**download the free forever version of the Automator plugin**](https://wordpress.org/plugins/uncanny-automator/) and register your account to receive complimentary app credits. Then, when you’re ready, [**upgrade to Automator Pro and continue creating time-saving integrations.>>>**](https://www.automatorplugin.com/pricing) ## [Thrive Architect](https://automatorplugin.com/share/thrive-architect/) When you’re building your WordPress website, why not enlist the services of an architect? One that can help your website thrive? Enter: [**Thrive Architect**](https://automatorplugin.com/share/thrive-architect/). As one of the newer page-building plugins, Thrive Architect has already proven to be a user-friendly powerhouse. Supplemented by the full gamut of Thrive Suite plugins—from Thrive Quiz Builder to Thrive Comments—Architect can help you build the website of your dreams. [![thrive-architect-homepage](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-homepage-1024x587.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-homepage.png) Thrive Architect isn’t just about the aesthetics, though. With form-building capabilities, Architect also adds some practical functionality to ensure that your website works as well as it looks. If you haven’t already, [**get started with Thrive Architect so you can build the website you’ve always wanted to.>>>**](https://automatorplugin.com/share/thrive-architect/) ## [Google Sheets](https://automatorplugin.com/share/google/) WordPress users don’t often think of external apps when seeking solutions. But, with the right tools—such as Uncanny Automator—you can integrate your favorite web apps with your WordPress website. [![google-sheets-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage-1024x1005.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage.png) By now, [**Google Sheets**](https://automatorplugin.com/share/google/)—and all Google Suite apps—would need little introduction. Even so, harnessing the power of Google Sheets for your WordPress website can unlock new potential. Collaborate with your team without changing your WordPress user role permissions. Automate your data entry. Update and edit your data in real-time. Unlock the potential of Google Sheets with Automator! If you haven’t already, [**sign up for a free Google account and gain access to dozens of powerful web apps.>>>**](https://automatorplugin.com/share/google/) ## **Send Thrive Architect Form Submissions to Google Sheets** Now that you have everything you need, it’s time to thrive! [![thrive-architect-google-sheets-integration-recipe](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-integration-recipe-1024x667.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-integration-recipe.png) In the next five steps, we’ll show you how to recreate the recipe pictured above. You’re just a few clicks away from sending Thrive Architect form submissions to Google Sheets! **Step 1: Create a New Recipe** From your WordPress Admin Dashboard, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone* so that we can capture all form submissions, not just those of our logged-in users. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) (Note: Alternatively, you could select *Logged-in users* if you are only interested in collecting the form submission data from registered and logged-in users on your website.) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *Thrive Architect + Google Sheets Integration*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, select **Thrive Architect**. [![thrive-architect-integration](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-integration.png) From the drop-down list that appears select *A form is submitted*. [![thrive-architect-trigger-a-form-is-submitted](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-trigger-a-form-is-submitted-1024x233.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-trigger-a-form-is-submitted.png) Automator will prompt you to select a form. For illustrative purposes, we have selected our standard *Contact Form*. After you’ve selected the form, click **Save**. Your trigger should look something like this: [![thrive-architect-trigger-a-form-is-submitted-live](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-trigger-a-form-is-submitted-live-1024x331.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-trigger-a-form-is-submitted-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action** and select **Google Sheets** from the menu of available integrations. If you haven’t already connected your Google account click, **Connect account** in the pop-up window. Follow the prompts to connect your Google account to your WordPress website. After you’ve connected your account, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-1024x307.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet.png) Automator will prompt you to select the *Drive*, *Spreadsheet* and specific *Worksheet* where you would like to store your Thrive Architect form submissions. After you’ve selected your worksheet, click **Get columns**. Automator will retrieve the first value in each column and return that in the *Column* field. [![get-columns](https://automatorplugin.com/wp-content/uploads/2023/12/get-columns.gif)](https://automatorplugin.com/wp-content/uploads/2023/12/get-columns.gif) We’re going to use *tokens* (i.e. dynamic data pulled from your WordPress website and from within recipes) to fill out the *Value* fields. To select a token, click on the **Asterisk** in a field and simply click on the token you would like to have populate that field. For example, we have selected the *First Name* token from our “Contact Form” in our trigger. [![thrive-architect-forms-first-name-token](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-forms-first-name-token-1024x924.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-forms-first-name-token.png) Fill out each *Value* field with a token (or static value) of your choice. You can even select date/time tokens in Unix format for easy processing in Google Sheets later. When you’re finished, your *Column*/*Value* pairs might look something like this: [![thrive-architect-google-sheets-integration-field-tokens](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-integration-field-tokens-955x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-integration-field-tokens.png) When you’re satisfied, click **Save**. Your *Actions* panel should look like this: [![google-sheets-action-create-a-row-in-a-google-sheet-live](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live-1024x442.png)](https://automatorplugin.com/wp-content/uploads/2023/12/google-sheets-action-create-a-row-in-a-google-sheet-live.png) **Step 5: Go Live and Thrive!** You’re just about ready to send Thrive Architect form submissions to Google Sheets. All you have to do now is to toggle the recipe from *Draft* to *Live*. [![thrive-architect-google-sheets-integration-recipe-toggle-live](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-integration-recipe-toggle-live-1024x667.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-integration-recipe-toggle-live.png) Congratulations! You’ve just cooked up your first recipe, integrating Thrive Architect and Google Sheets. But why stop there? ## **Connect Thrive Architect to Google Sheets and So Much More** Uncanny Automator gives you access to [**253 integrations**](https://www.automatorplugin.com/integrations) with more on the way all of the time. This means that you can do a whole lot more than just send Thrive Architect form submissions to Google Sheets. For example, we’ve added an [**OpenAI**](https://automatorplugin.com/share/openai/) action to the recipe that we created together. We’re able to send our customers’ messages to OpenAI for sentiment analysis. [![thrive-architect-google-sheets-openai-integration](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-open-au-integration-1024x851.png)](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-architect-google-sheets-open-au-integration.png) With a recipe like this one, we can collect real-time feedback from our customers and respond accordingly. Want to really take your Thrive Architect and Google Sheets integration to the next level? Add one more action to help your team stay on top of the data collected in your Thrive Architect forms. [![slack-action-with-filter](https://automatorplugin.com/wp-content/uploads/2023/12/slack-action-with-filter-1024x563.png)](https://automatorplugin.com/wp-content/uploads/2023/12/slack-action-with-filter.png) Using Automator’s *filters* feature, we’re able to send a [**Slack**](https://automatorplugin.com/share/slack/) message to our team in real-time if a customer’s message in our Contact Form has a negative sentiment. ## **Conclusion** Now that you know how to send your Thrive Architect form submission data to Google Sheets, you can start making some amazing Automator recipes of your own. Even so, we’re always happy to help. What are some of the integrations and recipes that would help you thrive? Let us know in the comments section below. Until then, keep thriving and happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Introducing Post Loops](https://automatorplugin.com/introducing-post-loops/) **Published:** November 20, 2023 **Author:** Ryan Moore **Content:** The [Uncanny Automator Pro 5.3 release](https://automatorplugin.com/pricing/) is all about loops. Back in August we introduced “User loops” in the [Automator Pro 5.0 release](https://automatorplugin.com/introducing-loops/), and they quickly became one of Automator’s most useful features. The capability to run actions on multiple users at once completely transformed what Automator could do, pushing it beyond the simple “integration tool” category by allowing complex batch automations. There was only one problem: Loops could run batch operations on users only. ### Enter Post loops It took us a few months, but we’re thrilled to announce that support for post loops is now available. If you’re imagining user loops except for posts, well, you’re exactly right. When a post loop is included in a recipe, Automator loops through all posts matching whatever criteria you set and runs actions on those posts. Adding a new post loop is as easy as you would expect: [![Add a post Loop](https://automatorplugin.com/wp-content/uploads/2023/11/Add-an-Automator-Post-Loop.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Add-an-Automator-Post-Loop.png) Then choose which posts should be updated by the actions in the loop, like by post type, having a certain meta value, based on tag or category, etc. [![Post Loop Filters](https://automatorplugin.com/wp-content/uploads/2023/11/Post-Loop-Filters-1024x549.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Post-Loop-Filters.png) ### Introducing Loop tokens Yes, with post loops you can run regular actions, like maybe you want to take all Woo products in a certain category and populate a Google Sheet with the details. But in most cases you’re going to want to run actions on the posts you’re looping through, and to make that work, there’s a brand new category of tokens: “Loop” tokens (yes, we got really creative with this one). You’ll find them at the top of the token list in loops: [![Loop tokens](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens-1024x437.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens.png) Let’s walk through an example of how you would use these new token types. Suppose you want to update all courses in the “Northern” category and set a new price for all of those courses, where course price is stored in a meta key called “course\_price”. This is what the post loop to do that might look like: [![Custom post ID for a loop](https://automatorplugin.com/wp-content/uploads/2023/11/Custom-post-ID-for-a-loop-1-1024x1007.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Custom-post-ID-for-a-loop-1.png) The post loop filter helps us target the correct category. Then we’re using a “Set post meta” action to set the course price, and so that we update the correct posts, we’re using the “Post ID” token from the new “Loop” token section. What this does is allow us to target the correct course to update in each loop iteration. It can be a bit confusing, so make sure you try out post loop recipes on a Staging site or with a narrow range of posts first. ### Woo Bookings Introduced in the Uncanny Automator 5.3 release, the [WooCommerce Bookings integration](https://automatorplugin.com/integration/woocommerce-bookings/) gets 2 new triggers in Pro: - A booking is updated - A booking status is changed to a specific status Maybe when a booking is updated then Automator updates the original record in a [Google Sheet](https://automatorplugin.com/integration/google-sheets/), or perhaps when a booking is set to “Confirmed” status then the user is notified via WhatsApp. ### New loop filters Besides the new filters for post loops shown in the screenshot above, there are also many new filters for User loops: - LearnDash: The user has or has not completed a course - LearnDash: The user has or has not completed all courses in a group - LearnDash: The user is or is not enrolled in a specific course - LearnDash: The user is or is not enrolled in a specific group - WooCommerce: The user has or has not purchased a specific product - Woo Subscriptions: The user has or does not have an active subscription for a product While conditions for actions can be used, the benefit of loop filters it that these run *before* the entire set of users is loaded, making loops run more efficiently. ### BuddyBoss Link Previews If you like sharing posts to [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group activity streams, you’re in for a treat. As long as you have link previews enabled in BuddyBoss (from “Activity Settings” in BuddyBoss), you’ll see this new setting at the bottom of your action: [![BuddyBoss Link Preview](https://automatorplugin.com/wp-content/uploads/2023/11/buddyboss-link-preview-1024x294.png)](https://automatorplugin.com/wp-content/uploads/2023/11/buddyboss-link-preview.png) Just check that box and Automator will generate a preview of the URL in the activity stream post. And that wraps up the Automator Pro 5.3 release. We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New integrations: Google Contacts, Sendy, Thrive Architect & WooCommerce Bookings](https://automatorplugin.com/new-integrations-google-contacts-sendy-thrive-architect-woocommerce-bookings/) **Published:** November 20, 2023 **Author:** Ryan Moore **Content:** [Uncanny Automator 5.3](https://wordpress.org/plugins/uncanny-automator/) is now available! This free release of our no-code automation plugin for WordPress includes 4 new integrations. That’s not all; we also have new DALL-E 3 support for image generation, lots of other new features, and some behind-the-scenes upgrades for an [incredible new feature in Automator Pro 5.3](https://automatorplugin.com/knowledge-base/post-loops/). Let’s jump in to what’s new. ### Google Contacts Our app approval from Google arrived *just* in time to include in the 5.3 release, so we’re really excited to be able to include [Google Contacts](https://automatorplugin.com/integration/google-contacts/). As always, having a native Google app means that you can connect Automator to your Google account with 1-click, making it far easier to integrate than alternatives. Uncanny Automator 5.3 adds 3 new actions for Google Contacts: - Add a label to a contact - Create a contact - Create a label [![Google Contacts for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2023/11/Google-Contacts-for-Uncanny-Automator-1024x385.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Google-Contacts-for-Uncanny-Automator.png) With these new actions, you can have workflows that create new contacts when users purchase their first product, add a label to a contact when a user completes a course, create a new label when a group is created that you can map group members to, etc. ### Thrive Architect [Thrive Architect](https://automatorplugin.com/integration/thrive-architect/) is a popular page builder for WordPress, offering powerful drag-and-drop tools for designing engaging, responsive websites. It has also been a popular request for an Automator integration. Today’s 5.3 release adds these triggers: - A form is submitted - A user submits a form The first is the Everyone recipe variation, the latter for Logged In recipe types. There are lots of use cases here, and to make use of other new 5.3 integrations, new Architect form submissions could add a contact to Google Contacts, add the contact to a [Sendy](https://automatorplugin.com/integration/sendy/) list, or even update customer properties in [Help Scout](https://automatorplugin.com/integration/help-scout/). ### WooCommerce Bookings Support for a [Woo Bookings](https://automatorplugin.com/integration/woocommerce-bookings/) integration had been trending on our feature request board for about 2 months now, so we’re excited to announce the availability of this new integration. Automator 5.3 adds 1 new trigger: A booking is created. With it, you might link new bookings to contact records in your CRM, access to an online course before a booking takes place, perhaps even using the booking for social proof with a quick confirmation tweet. ### Sendy [Sendy](https://automatorplugin.com/integration/sendy/) is a simple email marketing platform that supports detailed analytics and automation. As a low-cost option, we have had a number of requests for integration support, so 5.3 adds these new actions: - Add a contact to a list and update a contact in a list - Delete a contact from a list - Unsubscribe a contact from a list Sendy works a bit differently than other CRMs, in that contact details are managed at the list level. That’s why contact details are added at the list level, and it’s why there are separate options for deleting vs. unsubscribing (unsubscribing keeps user data intact). ### DALL-E 3 support [OpenAI](https://automatorplugin.com/knowledge-base/open-ai/) recently announced several important changes to their API support, one of which was support for DALL-E 3 models. And not only did we add basic DALL-E support, but we added lots of new image options: [![OpenAI DALL-E 3 support](https://automatorplugin.com/wp-content/uploads/2023/11/OpenAI-DALL-E-3-Support-1024x833.png)](https://automatorplugin.com/wp-content/uploads/2023/11/OpenAI-DALL-E-3-Support.png) ### And the rest Our [Help Scout integration](https://automatorplugin.com/integration/help-scout/) gains 1 new action: Update the properties of a customer. Maybe when a request comes in you want to add generic info from a form submission to the user’s profile, like a site URL or license type. This action would allow updating the properties that are shared across requests for a user. [StudioCart](https://automatorplugin.com/integration/studiocart/) gets a new token for the payment option label, and WP Simple Pay gets new tokens for “price option” and “quantity”. That’s it for the [Uncanny Automator 5.3](https://wordpress.org/plugins/uncanny-automator/) release. Make sure to check out Automator Pro 5.3 for the new Post Loops announcement! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Bulk Edit WordPress Users with Uncanny Automator](https://automatorplugin.com/how-to-bulk-edit-wordpress-users-with-uncanny-automator/) **Published:** October 5, 2023 **Author:** Brendan Da Costa **Content:** *Discover how to* ***bulk edit WordPress users*** *efficiently with Uncanny Automator’s loops feature. This transformative feature updates your user profiles like magic!* [![bulk edit wordpress users featured image](https://automatorplugin.com/wp-content/uploads/2023/10/bulk-edit-wordpress-users-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/10/bulk-edit-wordpress-users-featured-image.png) Hey, WordPress enthusiasts! Have you been engaged in a never-ending series of clicks and scrolls in an effort to update the details of your valued WordPress users? You’re huffing, puffing, and possibly muttering under your breath, “There must be an easier way!” Well, have we got a solution for you! With Uncanny Automator, you can **bulk edit WordPress users with just one click of a button**. So, why tolerate the tedious, monotonous task of updating users one by one when you can update all of your WordPres users in just one click? Forget clicking until your fingers go numb. This is the best way to update all of your WordPress users at the same time. Let’s get you acquainted with the power of Uncanny Automator’s loops feature, shall we? ## Introduction In this article, we’ll show you how to update all (or just some) of your WordPress users with Uncanny Automator. But before we dive into the details, you probably have some questions. - **Can I bulk edit WordPress user profiles?** Yes, you absolutely can bulk edit WordPress user profiles! In fact, bulk editing/updating WordPress users is the best way to manage your WordPress website at scale. You will, however, need a plugin to accomplish this. - **Why bulk edit WordPress user profiles?** In addition to saving time, bulk editing WordPress user profiles unlocks a world of possibilities. Sort users based on existing attributes, create new user meta and even retroactively integrate your WordPress user profiles with your various other plugins and apps. We’ll give you plenty of real-world case studies for bulk editing WordPress user profiles later on. - **Can I use Uncanny Automator to update multiple user profiles at once?** 100%! Uncanny Automator is the best way to update multiple user profiles. With Uncanny Automator’s loops feature, you can cycle as many or as few users through your changes as you’d like. - **What are the benefits of using Uncanny Automator’s loops feature?** Updating large numbers of user profiles usually requires some level of coding knowledge or more hours than exist in a day. Automator’s loops feature, however, is as fast as it is flexible. Plus, Automator has 253 integrations, meaning you can carry out just about any edits/updates on your WordPress users as you’d like. - **Do I need coding skills to use Uncanny Automator’s loops feature?** Nope! Leave the coding to the developers. Automator is a no-code plugin. If you can point and click, you can automate and update. ## What is [Uncanny Automator](https://automatorplugin.com/pricing)? Typically, we would say that [**Uncanny Automator**](https://automatorplugin.com/pricing/) is the #1 automation and integration plugin for WordPress. But let’s leave the bragging for later, shall we? For now, just think of it as your soon-to-be trusty sidekick, ready to streamline your WordPress workflows, automate repetitive tasks and integrate all of your favorite apps and plugins. [![uncanny automator homepage](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-1024x529.png)](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage.png) The best part? You don’t need to be a tech guru to use it! **Uncanny Automator has a no-code guarantee** and best-in-class support so it’s perfect for WordPress beginners and whizzes alike. Dust off your cape, because with Uncanny Automator, you’re about to become the WordPress superhero you were always meant to be. We’ll be using [**Uncanny Automator Pro**](https://automatorplugin.com/pricing/) features throughout this article. Thankfully, unlike most other automation and integration tools, Automator does not charge a per automation fee. This means that you can edit as many WordPress user profiles as you want and never see a change in your subscription. [**Get started with Automator Pro now to follow along.>>>**](https://automatorplugin.com/pricing/) ## **Case Studies: Real-Life Examples of Bulk User Profile Editing with Uncanny Automator** In this section, we’ll walk you through setting up some real-world examples for bulk editing WordPress users. ### **Bulk Edit WordPress User Metadata** WordPress user metadata is some of the most valuable information you have on your WordPress website. Usually, however, it’s nearly impossible to find and even more difficult to edit. Thankfully, you can easily create, edit and update WordPress user metadata with Uncanny Automator at the click of a button. [![bulk-edit-wordpress-user-metadata](https://automatorplugin.com/wp-content/uploads/2023/10/bulk-edit-wordpress-user-metadata-1024x944.png)](https://automatorplugin.com/wp-content/uploads/2023/10/bulk-edit-wordpress-user-metadata.png) Automator works using [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that automate workflows across apps and plugins. In the next steps, we’ll show you how to recreate the recipe pictured above to bulk edit WordPress user metadata. In our example, we are setting new profile values for all non-admin accounts with an “uncannyowl.com” email address domain. Once we get started though, you’ll see how easy it is to customize this recipe to suit your needs. So, let’s do it! **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type; either *Logged-in users* or *Everyone*. For this recipe, select *Everyone* and click **Confirm**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Once you get the hang of creating recipes, you’ll be making more of them than a Michelin star restaurant. As such, it’s a good idea to come up with a naming convention for your recipes. We’ve simply named this recipe *Bulk Edit WordPress User Metadata*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) (Note: The **Run now** integration allows you to complete an automation on the spot and with a simple click of a button. If you want to learn more about the **Run now** integration, [check out this Knowledge Base article](https://automatorplugin.com/knowledge-base/run-now/).) From the drop-down list that appears, select *Trigger recipe manually* and click **Save**. Your trigger should look like this: [![run-now-integration-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2023/10/run-now-integration-trigger-recipe-manually-1024x325.png)](https://automatorplugin.com/wp-content/uploads/2023/10/run-now-integration-trigger-recipe-manually.png) **Step 4: Configure Your User Loop** In the *Actions* panel, click **Add** > **User loop**. [![automator-add-user-loop](https://automatorplugin.com/wp-content/uploads/2023/10/automator-add-user-loop-1024x325.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-add-user-loop.png) Automator will automatically set the *User Criteria* to include any user who does not have the WordPress role “Administrator”. In other words, Automator will only “loop” through editing/updating the metadata of WordPress users who are not site administrators. To target certain users more narrowly, however, you can click on **Filter users**. [![automator-user-loop-filter-users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loop-filter-users-1024x455.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loop-filter-users.png) A pop-up window will appear where you can choose a narrower filter. For example, we want to add a new meta key/value pair only to our WordPress site users with a specific email domain. [![automator-configure-the-loop-filter](https://automatorplugin.com/wp-content/uploads/2023/10/automator-configure-the-loop-filter.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-configure-the-loop-filter.gif) This specific loop filter suits our workflow but you could just as easily target WordPress users with an existing meta value or field that match criteria you define. Once you’re finished, click **Confirm**. Your loops criteria and filter should look something like this: [![automator-user-loops-criteria-and-filter](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loops-criteria-and-filter-1024x598.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loops-criteria-and-filter.png) **Step 5: Configure Your Action(s)** Now, it’s time to get to the action! Inside your user loop, click on **Add action**. From the menu of available integrations, click on **WordPress**. [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) From the drop-down list that appears, select *Set user meta*. [![wordpress-action-set-user-meta](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-action-set-user-meta-1024x507.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-action-set-user-meta.png) We want to create a user meta key/value pair that describes the training/expertise of all of our WordPress users. As such, we’ve created the meta key “expertise”. We’ll want to pair that key with the value “automation\_savant” for every user that matches the criteria of the loop filter we configured in the previous step. [![wordpress-user-meta-key-value-pair](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-user-meta-key-pair-1024x511.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-user-meta-key-pair.png) You can set any key/value pair that suits your workflows. You could also click **Add pair** to bulk create/update more than one key/value pair. If you’re unfamiliar with key/value pairs, [check out this very brief introduction](https://automatorplugin.com/knowledge-base/user-meta-tokens/). Once you’ve set your key/value pairs, click **Save**. Your *Actions* panel should look like this: [![automator-user-loop-wordpress-set-user-meta](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loop-wordpress-set-user-meta-1024x690.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loop-wordpress-set-user-meta.png) **Step 6: Run that Automation!** You are now just one click away from bulk editing WordPress user metadata. All you need to do is click **Run now** in the *Recipe* panel in the upper-right hand corner. [![bulk-edit-wordpress-user-metadata-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/bulk-edit-wordpress-user-metadata-run-now-1024x944.png)](https://automatorplugin.com/wp-content/uploads/2023/10/bulk-edit-wordpress-user-metadata-run-now.png) Automator will present you with this notification, informing you that it’s hard at work getting your bulk edits done: [![automator-notification-the-recipe-has-been-initiated](https://automatorplugin.com/wp-content/uploads/2023/10/automator-notification-the-recipe-has-been-initiated.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-notification-the-recipe-has-been-initiated.png) You can check the progress by clicking **View log entry** or by navigating to *Automator* > *Logs* in your WordPress Admin Sidebar. We bet you can’t check the logs as fast Automator can update your WordPress user meta! ### **Bulk Update WordPress Memberships** A lot goes into creating and managing your WordPress memberships. If only your members knew! With Automator’s loops feature, however, you can manage your WordPress members at scale with just the click of a little blue button. [![add-memberpress-sophomores-to-buddyboss-group](https://automatorplugin.com/wp-content/uploads/2023/10/add-memberpress-sophomores-to-buddyboss-group-1024x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/add-memberpress-sophomores-to-buddyboss-group.png) In the next steps, we’ll show you how to recreate the recipe pictured above to manage your WordPress memberships at scale. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone* and click **Confirm**. **Step 2: Name Your Recipe** We’re creating this recipe to add every one of our [**MemberPress**](https://automatorplugin.com/share/memberpress) members with a “Sophomore” level membership to a dedicated [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/) group. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Run now**. From the drop-down list that appears, select *Trigger recipe manually* and click **Save**. **Step 4: Configure Your User Loop** In the *Actions* panel, click **Add** > **User loop**. Automator will automatically set the *User Criteria* to include any user who does not have the WordPress role “Administrator”. However, we want this recipe to run on all users, regardless of their WordPress user role, so we simply deleted the loop filter. [![automator-delete-loop-filter](https://automatorplugin.com/wp-content/uploads/2023/10/automator-delete-loop-filter.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-delete-loop-filter.gif) **Step 5: Configure Your Action(s)** Inside your user loop, click on **Add action**. From the menu of available integrations, click on **BuddyBoss**. [![automator-integration-buddyboss](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png) From the drop-down list that appears, select *Add the user to a group*. [![buddyboss-action-add-the-user-to-a-group](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-the-user-to-a-group-1024x504.png)](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-the-user-to-a-group.png) Automator will prompt you to select the group to which you would like to add your WordPress members. In our example, that would be our “Sophomores” group. After selecting the group, click **Save**. Next, we’re going to add a filter to our action so that Automator only adds the right members to our “Sophomores” group. Hover over the action and click **Filter**. [![automator-action-filter](https://automatorplugin.com/wp-content/uploads/2023/10/automator-action-filter-1024x444.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-action-filter.png) A pop-up window will appear where you choose from any number of filters. We’re going to use Automator’s native MemberPress integration to select only users with an active “Sophomore” membership. [![memberpress-filter-user-is-an-active-member](https://automatorplugin.com/wp-content/uploads/2023/10/memberpress-filter-user-is-an-active-member.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/memberpress-filter-user-is-an-active-member.gif) After configuring your filter’s condition, click **Save filter**. Your *Actions* panel should now look something like this: [![automator-user-loop-buddyboss-action-memberpress-filter](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loop-buddyboss-action-memberpress-filter-1024x843.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-user-loop-buddyboss-action-memberpress-filter.png) **Step 6: Run Your Automation!** Are you ready to update your WordPress memberships? Of course you are! Click **Run now** and let Automator manage your memberships. [![add-memberpress-sophomores-to-buddyboss-group-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/add-memberpress-sophomores-to-buddyboss-group-run-now-1024x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/add-memberpress-sophomores-to-buddyboss-group-run-now.png) ### **Tag CRM Contacts in Bulk** Have you ever wanted to tag your CRM contacts for actions that they’ve taken in the past? Maybe you want to tag your WooCommerce customers who participated in your Black Friday sale. Or, perhaps, you want to send an email to everyone who has completed a course but you forgot to tag them at the time. You could scroll through your records and manually tag everyone in your CRM… or you could just get Automator to update your contacts with a click. [![tag-crm-contacts-in-bulk](https://automatorplugin.com/wp-content/uploads/2023/10/tag-crm-contacts-in-bulk-983x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/tag-crm-contacts-in-bulk.png) This automation allows you to **retroactively tag your CRM contacts**—something that isn’t possible without an automation tool like Uncanny Automator. As soon as we click **Run now**, Automator will tag every one of our [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) contacts who have completed the corresponding [**LearnDash**](https://automatorplugin.com/share/learndash) course. ## **Final Thoughts: Bulk Edit WordPress Users the Easy Way** There you have it, folks! There’s no need to break your head or drain your wallet over managing your WordPress user profiles one at a time. With the help of [**Uncanny Automator**](https://automatorplugin.com/pricing/), we’ve discovered how simple it is to bulk edit WordPress user profiles and manage our websites at scale. Want to learn more about Automator’s amazing loops feature? Drop us a comment or question in the comments section below and we’ll “loop” right back to you. Until then, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** activecampaign, buddyboss, learndash, loops, memberpress, run now --- ### [5 Automations for GiveWP: The Gifts that Keep on Giving](https://automatorplugin.com/5-automations-for-givewp-the-gifts-that-keep-on-giving/) **Published:** November 8, 2022 **Author:** Brendan Da Costa **Content:** Nothing warms the heart like a hefty donation for a good cause. And, according to the social technology and research firm Blackbaud Institute, donors agree. In the three years between 2018 and 2021, [online donations grew by a generous 42%](https://institute.blackbaud.com/charitable-giving-report/online-giving-trends/). While we certainly won’t complain about a growing culture of charity, trying to process all of those donations (while simultaneously saving the world) can be a bit overwhelming. And expensive. Fortunately, there’s one gift that keeps on giving: Uncanny Automator. Whether you’re fundraising for a personal cause or campaigning to end world hunger, [Uncanny Automator](https://automatorplugin.com/pricing/) can help you exceed your donation goals. Automatically add your donors to email marketing campaigns related to their interests, send special “Thank you” packages to particularly generous donors, invite select donors to events in their area or create more dynamic profiles. Using any—or all—of these automations for [GiveWP](https://automatorplugin.com/share/givewp/) will help you grow your donor base, get bigger donations and save more of your time and money for the causes that you care most about. Here’s how you can start automating your online donation platform and get back to building animal shelters! ## **An Introduction to Uncanny Automator** [Uncanny Automator](https://automatorplugin.com/pricing/) is going to be helping you raise funds for life-saving medical research so a proper introduction is probably in order. As the #1 automation plugin for WordPress, Automator can connect all of the apps and plugins that you use to run your online donation platform. Automator’s sleek, no-code interface allows you to create powerful recipes (combinations of actions and triggers) in just minutes. Streamline your workflows, automate repetitive tasks, improve your donor experience and widen your donations funnel with Automator. ![Uncanny Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/CleanShot-2022-08-31-at-05.25.06@2x.png) You can find Automator’s full pricing schedule by [clicking here](https://automatorplugin.com/pricing/). However, in the spirit of giving, there is a [Free version of Automator](https://wordpress.org/plugins/uncanny-automator/) so you can try it out before making a commitment. Additionally, Automator will gift you more than enough credits to try out app integrations such as [Facebook](https://automatorplugin.com/integration/facebook/) and [Instagram](https://automatorplugin.com/integration/instagram/), [Hubspot](https://automatorplugin.com/share/hubspot/) and [Twilio](https://automatorplugin.com/integration/twilio/). (See? We told you Automator was the gift that kept on giving!) [Download Automator](https://wordpress.org/plugins/uncanny-automator/) and register your account so you can get the best kind of donation of all: time. ## **Tag Donors in Your CRM** One of the simplest ways to grow your donations is to notify your existing donors about similar or related campaigns. Using this automation, you can connect GiveWP to just about any customer relationship management (CRM) platform such as [ActiveCampaign](https://automatorplugin.com/share/activecampaign) or [Mailchimp](https://automatorplugin.com/share/mailchimp/). In this example, we’ll show how to add tags to a donor’s contact in [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) so that you can send them campaigns you know they’ll support. The best part is, you can actually run this recipe with Automator’s Free version. Here’s how: #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ![Uncanny Automator Recipe Type Selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png) #### **Step 2: Name Your Recipe** We recommend coming up with a naming convection for your Automator recipes that makes them easy to recognize just by the title. For example, we’ve named this recipe *GiveWP-FluentCRM: Environmentalist Tag* based on the integrations involved and the end result of the recipe. #### **Step 3: Configure Your Trigger(s)** In the Triggers panel, from the menu of available integrations, click **GiveWP**. ![Automator Trigger Integrations GiveWP](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-3.png) From the drop-down list, select *A user makes a donation via a form*. ![Automator GiveWP Trigger A user makes a donation via a form](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-4.png) Automator will prompt you to select a form. We’ve chosen our *Forest Management Fund* form. When you’re finished, click **Save**. ![Automator GiveWP Trigger A user makes a donation via a form Form Selector](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-5.png) The finished trigger should look something like this: ![Automator GiveWP Trigger A user makes a donation via a form Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-6.png) #### **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **FluentCRM**. ![Automator Integrations Menu FluentCRM](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-7.png) From the drop-down list, select *Add tags to a contact*. ![Automator FluentCRM Action Add tags to a contact](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-8.png) Automator will prompt you to select a tag. We’ve selected our *Environmentalist* tag. In the *Email address* field, click the **Asterisk** and select the user’s email. When you’re finished, click **Save**. ![Automator FluentCRM Action Add tags to a contact Editor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-9.png) The finished action should look something like this: ![Automator FluentCRM Action Add tags to a contact Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-10.png) #### **Step 5: Go Live and Go Green!** In the *Recipe* box in the upper-right-hand corner, click **Edit** next to *Times per user: Unlimited*. ![Automator Recipe Box Times per user Unlimited](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-11.png) You can set this recipe to run only once per user by typing “1” into the field. When you’re finished, click **Save**. ![Automator Recipe Box Times per user Editor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-12.png) All that’s left for you to do is toggle the recipe from *Draft* to *Live* and start tagging your donors for targeted emails. ![Automator FluentCRM Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-13.png) In the next recipe, we’ll show you how to use more advanced features such as tokens and calculations to create even more powerful automations. ## **Ship Donor Appreciation Gifts** Giving feels good. But sometimes, potential donors need a little encouragement to make the commitment. With this Automator recipe, you can connect GiveWP to [WooCommerce](https://automatorplugin.com/integration/woocommerce/) or your preferred e-commerce platform to ship donor appreciation gifts. Whether you’re offering up your own merchandise or running promotions with affiliates and for-profits, use this recipe to automate your fulfillment process and turn more prospects into pledges. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. #### **Step 2: Name Your Recipe** In keeping with our naming convention, we’ve titled this recipe *GiveWP-WooCommerce: Donor Appreciation*. #### **Step 3: Configure Your Trigger(s)** In the Triggers panel, from the menu of available integrations, click **GiveWP**. From the drop-down list, select *A user makes a donation via form for an amount greater than, less than or equal to an amount*. ![Automator GiveWP Trigger A user makes a donation via form greater than...](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-14.png) Automator will then prompt you to select a form. Once again, we’ve selected our *Forest Management Fund* form. After selecting your form, click **Save**. Next, Automator will prompt you to set the *Condition*. Select *greater or equal to*. Click **Save**. ![Automator GiveWP Trigger A user makes a donation via form greater than... Condition](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-15.png) Finally, Automator will ask you to enter the *Amount*. The *Amount* field only accepts integer values so we’ve typed in “500”, representing the dollar figure. Click **Save**. ![Automator GiveWP Trigger A user makes a donation via form greater than... Amount](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-16.png) The finished trigger should look something like this: ![Automator GiveWP Trigger A user makes a donation via form greater than... Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-17.png) #### **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **WooCommerce**. From the drop-down list that appears, select *Create an order with a product*. ![Automator WooCommerce Action Create an order with a product](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-18.png) Automator will present you with an editor where you can configure all of the details for the order. For example, in the *Order items* and *Quantity field*, you can select the products that you want to send to your donors. ![Automator WooCommerce Action Create an order with a product Editor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-19.png) For other, more dynamic fields, you can use tokens (bits of data stored on your WordPress website). To do this, click on the **Asterisk** (the token icon) to the right of each field. A drop-down list will appear with all of the available token data. (To learn more about tokens, [click here](https://automatorplugin.com/knowledge-base/managing-tokens/).) ![Automator WooCommerce Action Create an order with a product Billing tokens](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-20.png) For example, we have filled in the *Billing first name*, *Billing last name* and *Billing email* fields using tokens from our trigger. ![Automator WooCommerce Action Create an order with a product Billing tokens 2](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-21.png) Once you’ve finished configuring your order, click **Save**. The finished action should look like this: ![Automator WooCommerce Action Create an order with a product Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-22.png) #### **Step 5: Go Live and Give!** The best charities give as much as they get. And as soon as you toggle this recipe from *Draft* to *Live*, you’ll be able to give on-demand. ![Automator GiveWP WooCommerce Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-23.png) If you have a limit of one package per donor, don’t forget to limit the *Times per user* to “1’ in the *Recipe* box. #### **Step 6: Use Filters to Give Responsibly** By offering generous gifts, your donors will be lining up to show their support. But, as with most offers, it’s likely that terms and conditions will apply. For example, we would like to restrict donor appreciation gifts to geographic areas where we have preferred shipping rates. Here’s how you can do this using Automator’s filter feature. ##### Step 6.1 Hover your mouse over the three dots in your WooCommerce action. Click on **Filter**. ![Automator WooCommerce Action Create an order with a product Filter](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-24.png) ##### Step 6.2 A pop-up window labeled *Condition* will appear. Select *General* > *A token meets a condition*. ![Automator WooCommerce Action Create an order with a product Filter Condition](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-25.png) ##### Step 6.3 A secondary window labeled *Configure the rule* will appear. In the *Token* field, select your trigger tokens then *Country.* *![Automator WooCommerce Action Create an order with a product Filter Condition Token](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-26.png)* ##### Step 6.4 You can define the rule that the token data must satisfy for the action to fire. In our example, we want to restrict our donor package to the United States so we’ve configured the rule as follows: ![Automator WooCommerce Action Create an order with a product Configure the Rule](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-27.png) When you’re finished, click **Save filter**. ##### Step 6.5 With the filter, your action should look like this: ![Automator WooCommerce Action Create an order with a product Filter Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-28.png) Add more actions and filters to create unique gifts based on geographic location, payment method or scheduled delivery date. For example, we’ve added a delay to our action so that our donor appreciation gifts will arrive right on time for Thanksgiving. ![Automator WooCommerce Action Create an order with a product Filter and Delay Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-29.png) #### **Step 7: Get More, Give More** In this step, we’ll show you a slight variation on the original action. Instead of delivering an appreciation gift to your donors, you can offer them coupons with a redeemable value relative to the size of their contribution. To do this, we’ll be using tokens once again in conjunction with Automator’s calculations feature. ##### Step 7.1 In the *Actions* panel, click **Add action**. From the menu of available integrations, click **WooCommerce**. From the drop-down list that appears, select *Generate and email a coupon code*. ![Automator WooCommerce Action Generate and email a coupon code](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-30.png) ##### Step 7.2 Automator will present you with an editor, similar to the one you used to create an order for a product. In the *Discount type* field, select *Fixed cart discount*. ![Automator WooCommerce Action Generate and email a coupon code Discount Type Editor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-31.png) ##### Step 7.3 The next field will be the *Coupon amount*. Click on the **Asterisk** and deselect *Only float tokens*. Then select *Modifiers* > *Calculation*. ![Automator WooCommerce Action Generate and email a coupon code Coupon amount Editor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-32.png) ##### Step 7.4 Automator will present you with a *Calculation* window that contains a *Formula* field. Once again, click the **Asterisk** to retrieve tokens and select *Donated amount*. ![Automator WooCommerce Action Generate and email a coupon code Calculation Tokens](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-33.png) ##### Step 7.5 Using regular mathematical annotations (+, -, \*, /), in the *Formula* field, set the *Coupon amount* as a function of a user’s donation. For example, we have promised to give our donors a coupon equal to 10% of the value of their donation. Therefore, our *Formula* field contains the function as follows: ![Automator WooCommerce Action Generate and email a coupon code Formula](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-34.png) When you’re finished click **Add token**. ##### Step 7.6 With this action, instead of our previous one, your finished recipe should look like this: ![Automator GiveWP WooCommerce Recipe with Filters Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-35.png) ## **Create Event Invitations** Money is great—community engagement is even better! (Although, we’d still want to see that cheque.) In this example, we’ll show you how to create [event invitations](https://automatorplugin.com/share/eventscalendar) using GiveWP and Automator. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. #### **Step 2: Name Your Recipe** We’ve named this recipe *GiveWP-Events Calendar: Annual Forest Management Conference*. But you could choose something a little less long-winded. #### **Step 3: Configure Your Trigger(s)** In the Triggers panel, from the menu of available integrations, click **GiveWP**. From the drop-down list, select *A user makes a donation via a form with a specific value in a specific field*. ![Automator GiveWP Trigger A user makes a donation via a form with a specific value...](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-36.png) Automator will prompt you to select the form, field and value that the field must contain. ![Automator GiveWP Trigger A user makes a donation via a form with a specific value... Editor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-37.png) Note: You’ll need a custom form field in order to execute this automation effectively. Fortunately, GiveWP has an add-on with a simple drag-and-drop interface for this purpose. [Click here](https://givewp.com/documentation/add-ons/form-field-manager/) to learn more about Form Field Manager or [click here](https://givewp.com/addons/form-field-manager/) to download the add-on. When you’re finished, click **Save**. Your action should look something like this: ![Automator GiveWP Trigger A user makes a donation via a form with a specific value... Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-38.png) #### **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **The Events Calendar**. From the drop-down list that appears, select *RSVP on behalf of the user for an event*. ![Automator The Events Calendar Action RSVP on behalf of the user for an event](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-39.png) Automator will prompt you to select the event. After selecting the event, click **Save**. Your finished action should look like this: ![Automator The Events Calendar Action RSVP on behalf of the user for an event Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-40.png) #### **Step 5: Go Live—on Location!** Get ready for a great event! Toggle your recipe from *Draft* to *Live*. ![Automator GiveWP The Events Calendar Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-41.png) Add more actions, filters and delays to ensure that your event goes off without a hitch. Here’s an example of some actions and filters that might improve your donors’ experience: ![Automator Groundhogg The Events Calendar Action Filters](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-42.png) ## **Create Dynamic Donor Notes** Getting to know your donors can help you better understand where your interests are aligned and, ultimately, boost your donations. GiveWP allows you to create Donor Notes for exactly this purpose. To learn about Donor Notes, [click here](https://givewp.com/documentation/core/donors/donor-notes/). In this example, we’re going to build off of our event invitation automation to include a note on our donor’s profile that they attended our Annual Forest Management Conference. #### **Step 1: Add Another Action** In the *Actions* panel, click **Add action** within the filter window. ![Automator Groundhogg The Events Calendar Action Filters Add Action](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-43.png) From the menu of available integrations, click **GiveWP**. From the drop-down list that appears, select *Add a note to a donor*. ![Automator GiveWP Action Add a note to a donor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-44.png) Automator will present you with an editor where you can draft the note you’d like to add. Use tokens to create dynamic notes that directly reflect the donor’s behavior. When you’re finished, click **Save**. Your new *Actions* panel should look like this: ![Automator Groundhogg The Events Calendar GiveWP Action Filters](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-45.png) ## **Create More Donors** With Automator, you can create new donors based on your site visitors’ behavior. For example, you can pledge a portion of the proceeds from your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store to related charitable causes. Then use that visitor’s information to create a new donor profile, add their contact information to your CRM (such as [ActiveCampaign](https://automatorplugin.com/share/activecampaign)) and let them know how they can contribute more directly. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone* and click **Confirm**. ![Automator Recipe Everyone](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-46.png) #### **Step 2: Name Your Recipe** We’ve named this recipe *WooCommerce-GiveWP: New Donor*. #### **Step 3: Configure Your Trigger(s)** In the Triggers panel, from the menu of available integrations, click **WooCommerce**. From the drop-down list, select *A guest completes, pays for, lands on a thank you page for an order with a product in a category*. ![Automator WooCommerce Trigger A guest pays for, lands on a thank you page for...](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-47.png) In the *Trigger condition* field, select *completes*. ![Automator WooCommerce Trigger A guest pays for, lands on a thank you page for... Trigger condition completes](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-48.png) In our example, we’ve pledged a portion of all our sales in our *Outdoor & Gardening* department to our Forest Management Fund. So, in the *Product category* field, we’ve selected *Outdoor & Gardening*. ![Automator WooCommerce Trigger A guest pays for, lands on a thank you page for... Product Category](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-49.png) When you’re finished, click **Save**. Your completed trigger should look like this: ![Automator WooCommerce Trigger A guest pays for, lands on a thank you page for... Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-50.png) #### **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **WordPress**. From the drop-down list, select *Create a user*. ![Automator WordPress Action Create a user](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-51.png) Automator will present you with an editor. Use trigger tokens to fill out the new user’s information. ![Automator WordPress Action Create a user Token](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-52.png) When you’re finished, click **Save**. The completed action should look like this: ![Automator WordPress Action Create a user Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-53.png) Note: This action is not necessary to create a new donor in GiveWP. However, creating a new WordPress user or other account/membership type will help you process other automations in the future. Click **Add action**. From the menu of available integrations, click **GiveWP**. From the drop-down list, select *Create a donor*. ![Automator GiveWP Action Create a donor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-54.png) Once again, use tokens to fill out the fields in the editor. ![Automator GiveWP Action Create a donor Editor](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-55.png) When you’re finished, click **Save**. We’ve gone ahead and added a few actions to this recipe to get our new donor’s information into our CRM. We’ve also added delays to these actions just to be sure that all of the information has enough to populate. Here’s what our *Actions* panel look like: ![Automator GiveWP WordPress ActiveCampaign Actions Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-56.png) #### **Step 5: Go Live and Collect!** Toggle your recipe from *Draft* to *Live* and get ready to collect more contributions from an ever-growing list of donors. ![Automator GiveWP WordPress ActiveCampaign Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/5-Automations-for-GiveWP-The-Gifts-that-Keep-on-Giving-57.png) ## **Donate and Automate with GiveWP and Automator** We’re confident that all of these automations will help you build deeper and longer-lasting relationships with your donors. Powerful as they are, however, we’ve only barely scratched the surface of what you can do when you pair [GiveWP](https://automatorplugin.com/share/givewp/) with [Automator](https://automatorplugin.com/pricing/). Keep the recipes rolling out and the donations coming in. Let us know in the comments section below what new automations would help you save the world! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator --- ### [How to Automatically Track Email Opens in Google Sheets](https://automatorplugin.com/how-to-automatically-track-email-opens-in-google-sheets/) **Published:** January 17, 2023 **Author:** Brendan Da Costa **Content:** *In this guide, we’ll show you how to automatically track email opens in Google Sheets so that you can optimize your email marketing campaigns. No exporting, no file transfers, and absolutely no code required!* ![How to Automatically Track Email Opens in Google Sheets Feature Image](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-Feature-Image.png) If you’re anything like us, you’ve spent days (probably weeks) crafting the perfect email marketing campaign. You created various streams for different mailing lists and carefully composed each sentence as if you were Beethoven writing a sonata. You poured over images, editing the RGB of each pixel until your emails looked like they could hang in the Louvre. And then, finally, you hit **Send** and… radio silence. Did your contacts enjoy your smartly-worded puns? Did they appreciate your image editing skills? Did they even read your email? Heck, did they even open the thing? Given that the average email open rate across all industries hovers [around 21%](https://mailchimp.com/en-ca/resources/email-marketing-benchmarks/), the answer might disappoint you. However, fret not, my fellow email artist. By the end of this guide, you’ll be able to track your email opens in Google Sheets to improve and optimize your email marketing campaigns. And the best part? You won’t need to deal with messy file transfers or scary-looking code. Get your quill ready! ## **What You’ll Need** Email tracking might sound sophisticated but, with the right tools, tracking your emails will be a lot easier than writing them. ### **WPMail SMTP Pro** To start tracking your emails, you’ll need a mailer plugin for your WordPress website. And [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/) is the most popular mailer plugin there is, used by more than 3 million websites. In addition to guaranteeing that your mail won’t get lost in cyberspace, WP Mail SMTP Pro offers an easy setup process, open and click tracking and a host of other [top-notch features](https://wpmailsmtp.com/features/). ![WP Mail SMTP Homepage](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-1-—-WP-Mail-SMTP-Homepage.png) [Click here](https://wpmailsmtp.com/pricing/) to check out WP Mail SMTP Pro’s pricing schedule. They also have a 14-day money back guarantee if you don’t start to see results immediately. But, we promise you, this is one carrier pigeon that always delivers its mail! For assistance getting started, check out WP Mail SMTP’s [Setup Wizard](https://wpmailsmtp.com/docs/how-to-use-the-wp-mail-smtp-setup-wizard/) under *WPMail Mail SMTP* > *Settings* > *General* in your WordPress Admin Sidebar. Note: In order to enable email tracking, you’ll have to configure your WP Mail SMTP Pro settings. To do so, from your WordPress Admin Sidebar, navigate to *WP Mail SMTP* > *Settings* > *Email Log*. Check the following boxes: *Enable log*, *Open Email Tracking,* and *Click Link Tracking*. ![WP Mail SMTP Pro Settings](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-2-—-WP-Mail-SMTP-Pro-Settings.png) ### **Uncanny Automator** WP Mail SMTP will ensure that your emails get delivered to your contacts’ inboxes. But you’ll still need a plugin that can track your email opens in Google Sheets. Enter: Uncanny Automator. As the #1 WordPress automation plugin, Uncanny Automator connects all of your favorite apps and plugins to create seamless workflows and unburden you from repetitive tasks. ![](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png) In addition to automatically syncing your WP Mail SMTP data to Google Sheets, Automator can help you track the success of your various promotional campaigns with form-building and e-commerce integrations such as WP Forms, Fluent Forms, WooCommerce and Upsell Plugin. To follow along, you can [download Automator for FREE](https://wordpress.org/plugins/uncanny-automator/)—just don’t forget to register your account to receive complimentary app credits for app integrations such as [Google Sheets](https://automatorplugin.com/integration/google-sheets/), [Facebook](https://automatorplugin.com/integration/facebook-groups/), [Slack](https://automatorplugin.com/integration/slack/) and [Help Scout](https://automatorplugin.com/integration/help-scout/). Alternatively, check out Automator’s [pricing schedule](https://automatorplugin.com/pricing/) to gain full and unlimited access to more time and cost saving features! ### **Connect Google Sheets to WordPress** Once you’ve downloaded Automator, you’ll need to connect Google Sheets to your WordPress website. You can [click here for a detailed guide](https://automatorplugin.com/knowledge-base/google-sheets/) or find the abridged version below: 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. 2. Click the **App Integrations** tab and scroll down to **Google Sheets**. 3. In the bottom left-hand corner, click **Sign in with Google** and follow the prompts to complete the process. That’s it! ## **Start Tracking Your Email Opens in Google Sheets** Now that you have the right tools, you’re ready to start tracking your email opens in Google Sheets. Automator works using recipes, i.e. combinations of actions and triggers that connect your apps and plugins to automate your workflows. We’ll walk you through the basics, then, once you’ve gotten the hang of cooking up recipes Automator-style, you can start to explore some of the more advanced features. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone*. ![Automator Recipe Type Everyone](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-3-—-Automator-Recipe-Type-Everyone.png) ### **Step 2: Name Your Recipe** Just like with your emails, you’ll want to give your Automator recipes names that are descriptive, yet short. As such, it’s best to come up with a naming convention. For example, we’ve named this recipe *WPMAil—Google Sheets: Email Opens Tracking* based on the integrations involved and its purpose. ### **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **WP Mail SMTP** **Pro**. ![How to Automatically Track Email Opens Automator WP Mail SMTP Pro Trigger Integration ](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-4-—-Automator-WP-Mail-SMTP-Pro-Trigger-Integration-1.png) From the drop-down list that appears, select *An email with specific text in the subject line is opened*. ![WP Mail SMTP Trigger An email with specific text in the subject line is opened](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-5-—-WP-Mail-SMTP-Trigger-An-email-with-specific-text-in-the-subject-line-is-opened.png) Automator will prompt you to fill in the field labeled *Text to match*. This is how Automator will know which emails you’re going to track. As part of our example, we’ve entered “HUGE Sale”. ![WP Mail SMTP Trigger Text to match](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-6-—-WP-Mail-SMTP-Trigger-Text-to-match.png) When you’re finished, click **Save**. Your trigger should look something like this: ![WP Mail SMTP An email with specific text in the subject line is opened Trigger Live](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-7-—-WP-Mail-SMTP-An-email-with-specific-text-in-the-subject-line-is-opened-Trigger-Live.png) ### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **Google Sheets**. ![Automator Google Sheets Action Integration](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-8-—-Automator-Google-Sheets-Action-Integration.png) From the drop-down list, you can either select *Create a row in a Google Sheet* or *Update a row in a Google Sheet*. This will depend on how you’ve configured your Google Sheet to track your email opens. We’ll walk you through both options. ![Google Sheets Email Open Tracking](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-9-—-Google-Sheets-Email-Open-Tracking.png) If you have an unpopulated Google Sheet like the one above (i.e., a Google Sheet that you’ve configured to track email opens that doesn’t have any data yet) you’ll want to select *Create a row in a Google Sheet*. ![Automator Google Sheets Action Create a row in a Google Sheet](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-10-—-Automator-Google-Sheets-Action-Create-a-row-in-a-Google-Sheet.png) Automator will prompt you to select a specific *Drive*, *Spreadsheet* and *Worksheet*. ![Automator Google Sheets Action Worksheet Selector](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-11-—-Automator-Google-Sheets-Action-Worksheet-Selector.png) Next, in the bottom right-hand corner, click **Get columns**. Automator will retrieve the top entry in each column to populate the *Column* field. ![Automator Google Sheets Action Get Columns](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-12-—-Automator-Google-Sheets-Action-Get-Columns.png) You can fill in the *Value* fields manually if certain cells are supposed to contain static data. Otherwise, you can use [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) (i.e., dynamic pieces of data from your website and/or within recipes) to create a more responsive automation. To use tokens, click on the **Asterisk** next to each field and select the appropriate dynamic value. For example, in our *Customer Email* column, we’ve selected the *To email* [trigger token](https://automatorplugin.com/knowledge-base/managing-tokens/). ![Automator Google Sheets Action Tokens](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-13-—-Automator-Google-Sheets-Action-Tokens.png) Once you’ve filled in your *Value* fields, your screen should look something like this: ![Automator Google Sheets Column Value Fields](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-14-—-Automator-Google-Sheets-Column-Value-Fields.png) Click **Save**. Your *Trigger* panel should look like this: ![Automator Google Sheets Create a row in a Google Sheet Action Live](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-15-—-Automator-Google-Sheets-Create-a-row-in-a-Google-Sheet-Action-Live.png) With this option, Automator will create a new row with the data you’ve selected in the first empty row in the sheet. ![Google Sheets Create Email Open Tracking Sheet](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-16-—-Google-Sheets-Create-Email-Open-Tracking-Sheet.png) If the Google Sheet you are using to track email opens, like the one above, already has data in it that you want to update to reflect that your contact has opened the email, select *Update a row in a Google Sheet*. ![Automator Google Sheets Action Update a row in a Google Sheet](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-17-—-Automator-Google-Sheets-Action-Update-a-row-in-a-Google-Sheet.png) Automator will prompt you to select your *Drive*, *Spreadsheet* and *Worksheet* as well as a search column. ![Automator Google Sheets Action Update a row in a Google Sheet Column Search and Match Value](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-18-—-Automator-Google-Sheets-Action-Update-a-row-in-a-Google-Sheet-Column-Search-and-Match-Value.png) Next, Automator will prompt you to select the values that you want to update. Toggle the *Update* button from “No” to “Yes” if you want to update the value in that column and set the value. ![Automator Google Sheets Action Update a row in a Google Sheet Values to Update](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-19-—-Automator-Google-Sheets-Action-Update-a-row-in-a-Google-Sheet-Values-to-Update.png) When you’re finished, click **Save**. Your action should look like this: ![Automator Google Sheets Action Update a row in a Google Sheet Live](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-20-—-Automator-Google-Sheets-Action-Update-a-row-in-a-Google-Sheet-Live.png) ### **Step 5: Go Live!** In the upper right-hand corner, toggle your recipe from *Draft* to *Live* and start tracking your emails like a hunter on the trail! ![WPMail Google Sheets Track Email Opens Recipe Live](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-21-—-WPMail-Google-Sheets-Track-Email-Opens-Recipe-Live.png) ### **Step 6 (Optional): Track Email Opens with Unix Timestamps** In some of our previous screenshots, you might have seen Automator’s *Current Unix Timestamp* token. In combination with Automator’s trigger and action tokens, you can use this date token to track how long it takes your contacts to open your emails, right down to the very second. Click the link below to learn how to automatically convert Unix timestamps to dates in Google Sheets. ![How to Convert Unix Timestamps to Dates in Any App Feature Image](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Convert-Unix-Timestamps-to-Dates-in-Any-App-Feature-Image.png) [Convert Unix Timestamps to Dates in Google Sheets & Airtable](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/ "Visit Site") ## **Keep Tracking!** Now that you’ve gotten the hang of tracking your email opens in Google Sheets, it’s time to start using some of Automator’s more advanced features. In addition to tracking your email opens, take advantage of Automator Pro’s click-tracking features to find out exactly how effective your email marketing campaigns are at driving traffic. ![Automator WP Mail SMTP Pro Integration Pro Triggers](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automatically-Track-Email-Opens-in-Google-Sheets-22-—-Automator-WP-Mail-SMTP-Pro-Integration-Pro-Triggers.png) Then take advantage of some of Automator Pro’s most powerful features such as post and user meta to create your own key metrics. ![](https://automatorplugin.com/wp-content/uploads/2022/05/Automator_Blog-How-To-WP.png) [Turn Automator Into a CRM with User and Post Meta](https://automatorplugin.com/turn-automator-into-a-crm-with-user-and-post-meta/ "Visit Site") How do you plan on automating your email tracking process? Let us know in the comments sections below. Until then, keep writing more great email campaigns and track your way to success! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [Using OpenAI and ChatGPT Models with LearnDash](https://automatorplugin.com/using-openai-and-chatgpt-models-with-learndash/) **Published:** February 21, 2023 **Author:** Brendan Da Costa **Content:** *The AI revolution is here! (In the best way possible.) Learn how to power your e-learning and LearnDash LMS with OpenAI and ChatGPT models using Uncanny Automator.* ![Using OpenAI and ChatGPT Models with LearnDash Feature Image](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-Feature-Image.png) When people hear the term “artificial intelligence” they tend to think of rogue robots, anarchic androids or sinister cyborgs taking over the world and giving humanity the same short shrift that the asteroid gave to the dinosaurs all of those years ago. While, we admit, an AI-induced apocalypse might—but probably won’t—one day come to pass, the AI that we have today is here to help. In this guide, we’ll show you how to use OpenAI and ChatGPT models with LearnDash so you can harness the power of AI for your e-learning platform. Automatically draft lessons, create course outlines, and even answer students’ questions with the help of AI and automation tools such as Uncanny Automator. Join the robot revolution in e-learning—and save yourself countless hours and thousands of dollars in the process! ## **Introduction to OpenAI and ChatGPT** OpenAI is the artificial intelligence research laboratory behind the popular chatbot, ChatGPT. Built on OpenAI’s Generative Pre-trained Transformer 3 (GPT-3) model, ChatGPT is the very latest in natural language processing (NLP) technology. With a beta version that launched in 2020, the AI uses statistical modeling and deep learning to create human-like text. That’s basically just the high-tech way of saying that ChatGPT read a lot (and we mean A LOT) of content across the internet to learn how people write on various topics so that it could do the same. ![Using OpenAI and ChatGPT Models with LearnDash OpenAI Homepage](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-1.png) Since ChatGPT’s official launch in November 2022, the internet has had fun prompting it to [make poems](https://www.cbc.ca/news/canada/kitchener-waterloo/chatgpt-ai-text-university-waterloo-maura-grossman-1.6703819), [create languages](https://maximumeffort.substack.com/p/i-taught-chatgpt-to-invent-a-language), and [compose fan fiction](https://levelup.gitconnected.com/i-asked-chatgpt-ai-to-write-a-harry-potter-fan-fiction-the-result-will-blow-your-mind-2d4f25cc705d)—but the advanced AI can do so much more. You’ll need to [create an account](https://chat.openai.com/auth/login) with OpenAI to power your e-learning platform with artificial intelligence. To create an account, all you need is an email and a password—and the ability to take a single-question Turing test to prove that you are not, yourself, a robot. ## **Introduction to LearnDash** LearnDash is the #1 learning management system (LMS) for WordPress. Whether you’re running an after school program or managing training and compliance for a multinational corporation, LearnDash has all of the features you need to create a functional (and futuristic) digital classroom. ![Using OpenAI and ChatGPT Models with LearnDash LearnDash Homepage](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-2.png) With LearnDash, you can easily build your e-learning platform from the ground up—from granular lessons and quizzes, up to modules and even course groups that define entire curricula. And don’t forget to keep your students motivated with certificates for completion or outstanding grades. If you haven’t already, [click here](/share/learndash) to get the LearnDash plugin and join the future of e-learning! ## **The Benefits of Automation and AI in E-learning** Pairing your LearnDash LMS with OpenAI comes with several benefits: - **Save Time:** OpenAI churns out large amounts of text faster than a caffeinated cartoon typist. Cut back on the time it takes you to create course content, leaving you more time to interact with your students. - **Save Money:** Cut back on your content creation costs with OpenAI by reducing the amount of time it takes to generate quality content. - **Stay on Brand:** Once you find the right configurations and prompts for your OpenAI model, you’ll be able to rapidly produce content that is consistent and on-brand. Developers and educators are constantly finding new ways to apply AI to e-learning. But here are just some of the ways that you can start using AI in your LearnDash LMS today: - **Create Course Outlines:** Standardize your course creation process and help educators save time with auto-generated course outlines. - **Draft Lessons:** Use simple forms or other input methods to automate the process of drafting new lessons. - **Tutor and Support:** Once you get the hang of OpenAI, you can create chatbots to help tutor your students and support them through the learning process. In the following sections, we’re going to actually walk through the steps of connecting LearnDash to OpenAI. You’ll need at least the Pro version of [Uncanny Automator](https://automatorplugin.com/pricing/) to follow along, however Automator offers a 14-day money back guarantee so trying out premium features comes at no-risk to you. After you’ve downloaded Automator Pro, [read this guide](https://automatorplugin.com/knowledge-base/open-ai/) on connecting it with your new OpenAI account or find the abridged version below: 1. Under your account tab in your OpenAI account page, click on **View API keys**. In the *API Keys* screen, click **Create new secret key** and copy the new key. 2. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. Click on the **App integrations** tab and scroll down to **OpenAI**. 3. Paste the key from your OpenAI account into the field labeled *Secret key* and click **Connect OpenAI account**. Now you’re ready to power your LearnDash LMS with OpenAI! ## **Build an AI-Generated Course Outline** OpenAI is, perhaps unsurprisingly, great at understanding structure—it is, after all, a computer. That makes it the perfect teacher’s assistant when it comes to creating course outlines. Here’s how it’s done. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Recipe type selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Automate-Your-Customer-Onboarding-Process-25-—-Recipe-type-selector-Logged-in-users.png) ### **Step 2: Name Your Recipe** We’ve named this recipe *OpenAI LearnDash Course Outline* but we recommend coming up with whatever naming convention suits your workflows best. ### **Step 3: Configure Your Trigger(s)** The trigger is the event that will set your recipe into motion. For our workflows, we’ve created a WPForms form to pass information to OpenAI. Based on the OpenAI inputs (that we’ll discuss later), a basic form can look something like this: ![Using OpenAI and ChatGPT Models with LearnDash WPForms](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-4.png) A form-based trigger can be useful to restrict direct access to OpenAI while still allowing multiple users to take advantage of it. To use a form-based trigger, in the *Triggers* panel, from the menu of available integrations, click **WPForms** or your preferred form-building plugin. ![Using OpenAI and ChatGPT Models with LearnDash Automator WPForms Integration](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-5.png) From the drop-down list that appears, select *A user submits a form*. ![Automator WPForms Action A user submits a form](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-6.png) Automator will prompt you to select a form. After you’ve selected your course outline creator form, click **Save**. Your trigger should look like this: ![Automator WPForms Action A user submits a form Live](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-7.png) ### **Step 4: Configure Your Primary Action** In the Actions panel, click **Add action**. From the menu of available integrations, select **OpenAI**. ![Using OpenAI and ChatGPT Models with LearnDash Automator OpenAI Integration](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-8.png) From the drop-down list that appears, select *Use a prompt to generate text with the Davinci model*. ![Automator OpenAI Action Use prompt to generate text with the Davinci Model](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-9.png) Automator will present you with an editor where you can configure the information that it will pass along to OpenAI. *Temperature* defines how “creative” you want OpenAI to be in its response with lower values indicating less creativity and higher values indicating more creativity. *Maximum length* refers to the number of tokens that OpenAI has, with 100 OpenAI tokens roughly correlating to 75 English language words. For a comprehensive breakdown of OpenAI tokens, [click here](https://help.openai.com/en/articles/4936856-what-are-tokens-and-how-to-count-them). Not to be confused with OpenAI’s tokens, Automator has its own *tokens* (i.e., dynamic pieces of data pulled from your website and even from within recipes). In our example, we’re allowing users to pass along both *temperature* and *maximum length* information to OpenAI by using Automator tokens that pull data from the WPForms trigger. To use Automator tokens, click on the **Asterisk** and select a token from the drop-down list. ![Automator OpenAI Tokens](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-10.png) Note: In practice, *temperature* is correlated to your brand’s voice and OpenAI calculates cost based on the number of tokens you use. As such, you may not want to permit all users to change those settings and opt, instead, to use static values in those fields. Using all Automator tokens, we’ve filled in the remaining fields as such: ![Automator OpenAI Action Tokens](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-11.png) Once you’ve filled in the fields in the way that best suits your workflows, click **Save**. Your action should look like this: ![Automator OpenAI Action Use prompt to generate text with the Davinci Model Live](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-12.png) ### **Step 5: Configure Your Secondary Action** The first action that we’ve created will get OpenAI to generate our course outline. This secondary action will get that course outline created in LearnDash. In the *Actions* panel, click **Add action**. From the menu of available integrations, select **WordPress**. ![Automator WordPress Integration](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-13.png) From the drop-down list that appears, select *Create a post*. ![Automator WordPress Action Create a post](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-14.png) Automator will present you with an editor, similar to the one from the first OpenAI action. In the field labeled *Type*, select *Course*. ![Automator WordPress Action Create a post Type Course](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-15.png) In the field labeled *Content* is where we’re going to include the output from OpenAI. Click on the **Asterisk** and select *Actions* > *Use a prompt to generate text with the Davinci model* > *Response*. ![Automator OpenAI Tokens Response](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-16.png) Similarly, in the *Title* field, use the *Course Title* token from the WPForms trigger to automatically generate your course title. Once you’re finished, click **Save**. Your *Actions* panel should now look like this: ![Using OpenAI and ChatGPT Models with LearnDash Automator OpenAI and LearnDash Actions](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-17.png) ### **Step 6: It’s Alive! It’s Alive!** The last thing for you to do is to toggle the recipe from *Draft* to *Live*. ![Using OpenAI and ChatGPT Models with LearnDash Automator OpenAI LearnDash Course Outline Recipe](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-21.png) Just for fun, here’s the course outline that OpenAI returned from the information that we put in our form: ![OpenAI Sample Writing Introduction to Supercomputers](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-22.png) …maybe the AI is sentient after all. Note: OpenAI is fast—but not necessarily instantaneous. It can take a few seconds to return content, so if you don’t see a new post right after it runs, wait approximately 30 seconds. The time it will take also depends on the model you choose (Davinci is slowest) and the number of tokens you allow (more tokens means more time). If the action times out, consider changing the model or reducing the number of tokens. ## **Build an AI-Generated Lesson** Now that we have our outline, it’s time to generate the lessons that will make up the bulk of our course content. And if anyone knows anything about supercomputers, it’s probably OpenAI—[it’s built on one](https://www.zdnet.com/article/microsoft-builds-a-supercomputer-for-openai-for-training-massive-ai-models/). ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ### **Step 2: Name Your Recipe** We’ve named this recipe *OpenAI Lesson Generator*. ### **Step 3: Configure Your Trigger** We’ll be using the same form submission trigger with a different form for this recipe as we did with the last one, albeit with a much higher temperature. ![Using OpenAI and ChatGPT Models with LearnDash WPForms Lesson](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-23.png) In the *Triggers* panel of the recipe builder, from the menu of available integrations, click **WPForms** or your preferred form-building plugin ![Automator WPForms Trigger A user submits a form](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-24.gif) ### **Step 4: Configure Your Primary Action** We’ll be using the same primary action for this recipe as we did in the previous one with slightly different configurations for OpenAI. ![Using OpenAI and ChatGPT Models with LearnDash OpenAI Prompt Editor](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-25.png) Once you’re finished, click **Save**. ### **Step 5: Configure Your Secondary Action** This secondary action is also very similar to the secondary action from the first recipe, with the only difference being that we’re creating a lesson instead of a course. ![Automator WordPress Action Create a post Type Lesson](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-26.png) Your *Actions* panel should look something like this: ![Using OpenAI and ChatGPT Models with LearnDash Automator OpenAI and LearnDash Actions Lesson](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-27.png) ### **Step 6: Go Live** Toggle your recipe from *Draft* to *Live*. It should look like this: ![Using OpenAI and ChatGPT Models with LearnDash Automator OpenAI LearnDash Lesson Draft Recipe](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-28.png) Here’s a snippet of the lesson that OpenAI returned: ![OpenAI Sample Writing on Introduction to Supercomputers](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-29.png) ## **Generate Unique Featured Images for Your New Content** If you’ve ever wondered what artificial intelligence does in its spare time, wonder no longer: it creates beautiful works of art. With OpenAI’s image-generator, DALL-E 2, you can create original images that suit your needs—no matter how outlandish they are. Even if you asked DALL-E 2 to generate totally random images of, say, “a kangaroo dressed as a French artist sitting at an easel in the desert at dusk, digital art”. ![DALL-E 2 images of a kangaroo painting in a desert](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-101.png) Now that you see what DALL-E 2 can do and you’ve created some new course and lesson content, it’s time to add original featured images using Automator’s OpenAI integration. We modified our original WPForms form to include an image prompt field. ![Using OpenAI and ChatGPT Models with LearnDash WPForms course and image prompt form](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-102.png) Next, in our *OpenAI LearnDash Course Outline* recipe, we’ll add the action to generate an image using the prompt from our updated form. ![Automator OpenAI integration to generate an image](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-103.gif) In our WordPress action to create a post, we simply add the image URL token from our OpenAI action into the *Featured image URL* field. ![Automator OpenAI integration image url tokens](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-104.png) Note: Actions in Automator occur sequentially as they appear on screen. If the OpenAI action to generate an image appears after the WordPress action to create a post, then the image url tokens will not appear in the WordPress action. To correct this, simply drag the OpenAI action above the WordPress action and the image url tokens will appear. With the action to generate an image, your new recipe should look like this: ![Using OpenAI and ChatGPT Models with LearnDash Course Outline Recipe with Image](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-105.png) Our new course outline now includes some amazing, AI-generated artwork. ![Using OpenAI and ChatGPT Models with LearnDash Course Outline with Featured Image](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-106.png) Automator also saved us the trouble of downloading the image ourselves and uploaded it directly into our WordPress media library. ![Automator OpenAI integration media library support](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-107.png) ## **Build an AI-Powered Chatbot for Students** Now that we have AI-generated course content, why not extend the power of AI to support your students with a chatbot? ![Meta Properties](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-30.png) Automator integrates with all of Meta’s major platforms such as Instagram, Facebook, and WhatsApp. Follow these steps to create your very own chatbot: 1. Create a WhatsApp Business app and connect your app to Automator. [Click here](https://automatorplugin.com/knowledge-base/whatsapp/?utm_source=uncanny_automator&utm_medium=premium-integrations&utm_content=whatsapp) to find the full instructions. 2. [Download and activate](https://wordpress.org/plugins/wp-whatsapp-chat/) the WhatsApp-powered Click to Chat App on your WordPress website. 3. Create an Automator recipe for *Everyone* and select **WhatsApp** from the menu of available integrations. From the drop-down list that appears, select *A message is received*. 4. In the *Actions* panel, click **OpenAI** and select *Use a prompt to generate text*. In the editor, use the *WhatsApp Message* token as the prompt and click **Save**. 5. In the *Actions* panel, click **Add action** and select **WhatsApp** from the menu of available integrations. From the drop-down list, select *Send a message to a number*. Your recipe should look something like this: ![Using OpenAI and ChatGPT Models with LearnDash OpenAI WhatsApp Chatbot](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-31.png) Now, with this recipe, every time a student asks a question on your site, Automator will route the question to OpenAI and the student will get an immediate AI-generated answer. For questions about learning content, students can get an immediate—and hopefully helpful—answer instead of waiting for an instructor. It’s like they’ll have their own (virtual) teacher’s assistant! In the (not-so-distant) future, you’ll be able to train OpenAI on your specific documentation and content so that it can even provide more detailed course and site feedback. Imagine a more dynamic AI that can provide context-sensitive answers, based on your own content! We’re not quite there yet, but it’s coming soon. ## **The Future of AI in E-learning** With AI that is this user-friendly, the android apocalypse is a long way off. And, as powerful as OpenAI is, it’s just the beginning of AI in e-learning. With exciting new tools such as [Nolej AI](https://nolej.io/) on the horizon, you’ll be able to create interactive learning experiences within your LearnDash LMS at the push of a button. ![NoleJ AI Homepage](https://automatorplugin.com/wp-content/uploads/2023/02/Using-OpenAI-and-ChatGPT-Models-with-LearnDash-32.gif) What we covered in this article is the very cutting edge of AI in e-learning—but it’s just the beginning. The ability to train an AI, automatically generate full course structures and even create H5P and other interactive objects are on the horizon. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [5 Ways to Automate Presto Player](https://automatorplugin.com/5-ways-to-automate-presto-player/) **Published:** February 27, 2023 **Author:** Brendan Da Costa **Content:** *In this tutorial, we’ll show you five ways to automate Presto Player so you can enhance your CRM, improve your elearning, and capitalize on video marketing.* ![5 Ways to Automate Presto Player Feature Image](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-Feature-Image.png) Video killed the radio star—but it’s just the beginning for your WordPress website. According to [Statista](https://www.statista.com/statistics/1254810/top-video-content-type-by-global-reach/), video content reached nearly 93% of internet users in Q3 2022. Additionally, Wyzowl’s [Video Marketing Statistics 2023 Report](https://www.wyzowl.com/video-marketing-statistics/) found that 91% of marketers said video content increased traffic while another 87% said it helped to increase sales. If you’ve been trying to find new ways to capitalize on the benefits of video on your WordPress website, you’ve come to the right place. With Presto Player and Uncanny Automator, you can incorporate video content into powerful new workflows that integrate with your CRM, ecommerce and elearning tools. Tag contacts in your CRM based on their video views without using an email prompt, certify your affiliates and brand ambassadors in microlearning exercises with video completion rates, encourage participation in community forums and gamify your video content with unique rewards for multiple views. Bye, bye radio; this is video content automation in all of its (Uncanny) technicolor glory! ## **An Introduction to Presto Player** Video is an essential component of any WordPress website—and so is a video player plugin. For WordPress websites, video support doesn’t get much better than Presto Player. Designed for a wide range of users, Presto Player has an exhaustive [list of features](https://prestoplayer.com/features/) including chapter support, focus mode and call-to-action. Whether you’re a marketer, content creator, educator, or administrator, you’ll find the features you’re looking for (and the ones you didn’t know you needed) with Presto Player. Presto Player offers limited native integration with key plugins such as LearnDash and ActiveCampaign. However, in this tutorial, we’ll show you how to capitalize on your video content with more powerful integrations and automations. [Click here](https://automatorplugin.com/share/prestoplayer) to download Presto Player so you can follow along. If you’re uncertain that Presto Player is right for you, or if you want to try it out before making a commitment, that’s fine too. Presto Player offers a 14-day money guarantee so you can try it out essentially for FREE! ## **An Introduction to Automator** Lights! Camera! Automation! Uncanny Automator #1 WordPress automation plugin. Using combinations of triggers and actions, you can connect all of your favorite apps and plugins, create new workflows and automate repetitive tasks. With 100+ integrations, Automator allows you to cut back on costly add-ons and extensions that slow down your site’s performance while simultaneously improving functionality. You can [download Automator for FREE](https://wordpress.org/plugins/uncanny-automator/) and register an account to receive complimentary credits or [jump right in with Automator Pro](https://automatorplugin.com/pricing/) to follow along. Just like with [Presto Player](https://automatorplugin.com/share/prestoplayer), you’ll get a no-hassle, no-risk 14-day money back guarantee. But we’re pretty sure this is one decision that won’t have you hitting the “rewind” button. ## **1. Automate Presto Player and BuddyBoss** Whether you’re a podcaster building an online community of followers, a filmmaker seeking critical feedback or a forum organizer, you know that video is an inherently social medium. In this example, we’ll show you how to automate [Presto Player](https://automatorplugin.com/share/prestoplayer) and [BuddyBoss](https://automatorplugin.com/share/buddyboss/). ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Recipe type selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Automate-Your-Customer-Onboarding-Process-25-—-Recipe-type-selector-Logged-in-users.png) ### **Step 2: Name Your Recipe** It’s best to come up with a naming convention for your Automator recipes that makes them easy to recognize at a glance. For example, we’ve named this recipe *Presto Player — BuddyBoss: Forum Subscription* based on the integrations involved and actions. ### **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **Presto Player**. ![5 Ways to Automate Presto Player — Automator Trigger Integrations Presto Player](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-3-—-Automator-Trigger-Integrations-Presto-Player.png) From the drop-down list that appears, select *A user completes a video*. ![5 Ways to Automate Presto Player — Automator Presto Player Trigger A user completes a video](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-4-—-Automator-Presto-Player-Trigger-A-user-completes-a-video.png) Automator will prompt you to select a video. For illustrative purposes, we’ve selected *Any video* but you’ll want to select the video associated with your BuddyBoss forum. After selecting your desired video, click **Save**. Your trigger should look something like this: ![5 Ways to Automate Presto Player — Automator Presto Player Trigger A user completes a video Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-5-—-Automator-Presto-Player-Trigger-A-user-completes-a-video-Live.png) ### **Step 4: Configure Your Action(s)** In the Actions panel, click **Add action**. From the menu of available integrations, select **BuddyBoss**. ![5 Ways to Automate Presto Player — Automator Action Integrations BuddyBoss](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-6-—-Automator-Action-Integrations-BuddyBoss.png) From the drop-down list that appears, select *Subscribe the user to a forum*. ![Automator BuddyBoss Action Subscribe the user to a forum](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-7-—-Automator-BuddyBoss-Action-Subscribe-the-user-to-a-forum.png) Automator will prompt you to select the forum(s) to which you would like to add the user. We’ve selected a forum for illustrative purposes only but you’ll want to select the forum associated with the video from your trigger. When you’re finished, click **Save**. Your action should look something like this: ![Automator BuddyBoss Action Subscribe the user to a forum Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-8-—-Automator-BuddyBoss-Action-Subscribe-the-user-to-a-forum-Live.png) ### **Step 5: Hit Play!** You’re just about ready to hit the *Play* button on your new automation. First, in the *Recipe* box in the upper-right hand corner, click **Edit** next to *Times per user*. ![Automator Recipe Box Times per user](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-9-—-Automator-Recipe-Box-Times-per-user.png) In the number field, enter “1” and click **Save**. ![Automator Recipe Box Times per user 1](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-10-—-Automator-Recipe-Box-Times-per-user-22122.png) Finally, toggle your recipe from *Draft* to *Live* and watch your community grow! ![5 Ways to Automate Presto Player — Automator Presto Player Buddy Boss Recipe Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-11-—-Automator-Presto-Player-Buddy-Boss-Recipe-Live.png) ### **Step 6 (Optional): Add Notification Action** Let your users know that they can join the conversation after they’ve watched the video with an automated notification. In the *Actions* panel, click **Add action** then click **BuddyBoss**. From the drop-down list that appears, select *Send a private message to the user*. ![Automator Presto Player Buddy Action Send a private message to the user](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-12-—-Automator-Presto-Player-Buddy-Action-Send-a-private-message-to-the-user.png) You can draft the message using [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) (i.e., dynamic pieces of data pulled from your website and/or from within the recipe itself). ![Automator Presto Player Buddy Action Send a private message to the user Editor](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-13-—-Automator-Presto-Player-Buddy-Action-Send-a-private-message-to-the-user-Editor.png) When you’re finished, click **Save**. Your recipe should look something like this: ![5 Ways to Automate Presto Player — Automator Presto Player BuddyBoss Recipe Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-14-—-Automator-Presto-Player-BuddyBoss-Recipe-Live.png) ## **2. Automate Presto Player and LearnDash** Video is a great tool to support elearning—just ask the [96% of marketers](https://www.wyzowl.com/video-marketing-statistics/) who said that video increased user understanding of their product or service. By connecting [Presto Player](https://automatorplugin.com/share/prestoplayer) and [LearnDash](https://automatorplugin.com/share/learndash) using Uncanny Automator, you can create microlearning experiences that educate your users and reduce your support costs. Note: You’ll need Uncanny Toolkit Pro to [create single-page courses](https://www.uncannyowl.com/knowledge-base/single-page-courses/) designed specifically for microlearning. ### **Step 1: Create a Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ### **Step 2: Name Your Recipe** We’ve named this recipe *Presto Player—LearnDash: Microlearning*. ### **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **Presto Player**. From the drop-down list select *A user watches at least a specific percentage of a video*. ![Automator Presto Player A user watches at least a specific percentage of a video Trigger](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-15-—-Automator-Presto-Player-A-user-watches-at-least-a-specific-percentage-of-a-video-Trigger.png) Automator will prompt you to select the *specific percentage* and *video* associated with your microlearning course. For illustrative purposes, we’ve selected “50%” and our “Create a recipe with Uncanny Automator” video. When you’re finished, click **Save**. Your trigger should look something like this: ![5 Ways to Automate Presto Player Automator Presto Player A user watches at least a specific percentage of a video Trigger Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-16-—-Automator-Presto-Player-A-user-watches-at-least-a-specific-percentage-of-a-video-Trigger-Live-1.png) Next, click **Add trigger** and select **LearnDash**. From the drop-down list that appears, select *A user achieves a percentage greater than, less than or equal to a value on a quiz*. ![Automator LearnDash Trigger A user achieves a percentage...](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-17-—-Automator-LearnDash-Trigger-A-user-achieves-a-percentage....png) Automator will prompt you to configure the trigger. For illustrative purposes, we’ve selected “greater or equal to”, “80%”, and “Automator Quiz”. When you’re finished, the *Triggers* panel should look something like this: ![5 Ways to Automate Presto Player Automator LearnDash Presto Players Triggers Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-18-—-Automator-LearnDash-Presto-Players-Triggers-Live-1.png) ### **Step 4: Configure Your Action(s)** In the Actions panel, click **Add action**. From the menu of available integrations, select **LearnDash**. From the drop-down list, select *Mark a course complete for the user*. ![Automator LearnDash Action Mark a course complete for the user](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-19-—-Automator-LearnDash-Action-Mark-a-course-complete-for-the-user.png) Automator will prompt you to select a course. When you’re finished, click **Save**. Your action should look something like this: ![Automator LearnDash Action Mark a course complete for the user Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-20-—-Automator-LearnDash-Action-Mark-a-course-complete-for-the-user-Live.png) ### **Step 5: Go Live and Learn!** You’re just about ready to take your new recipe live. Don’t forget to set the *Times per user* to “1” before toggling your recipe from *Draft* to *Live*. ![5 Ways to Automate Presto Player Automator Presto Player LearnDash Recipe Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-21-—-Automator-Presto-Player-LearnDash-Recipe-Live-1.png) ### **Step 6 (Optional): Add Filters** One of the many advantages of connecting Presto Player to LearnDash with Automator is the inclusion of [filters and conditions](https://automatorplugin.com/knowledge-base/action-filters-conditions/). Like a lens for your camera, you can use filters to narrow a recipe’s focus. To add a filter, hover over the action and click **Filter**. ![Automator LearnDash Action Filter](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-22-—-Automator-LearnDash-Action-Filter.png) A pop-up window will appear where you can configure the filter conditions. For example, we’d like to restrict this action to certain types of users. To do this select *WordPress* > *The user has a specific role*. ![Automator LearnDash Action Filter Configuration Window](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-23-—-Automator-LearnDash-Action-Filter-Configuration-Window.png) Select the role(s) to which you would like this action to apply and click **Save**. When you’re finished, your action should look something like this: ![5 Ways to Automate Presto Player — Automator LearnDash Action Mark a course complete for the user Filters Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-24-—-Automator-LearnDash-Action-Mark-a-course-complete-for-the-user-Filters-Live.png) If you wanted to make the course available to all users but restrict certification to only certain types of users, Automator can do that as well: ![5 Ways to Automate Presto Player — Automator LearnDash Actions with Filters](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-25-—-Automator-LearnDash-Actions-with-Filters.png) ## **3. Automate Presto Player and ActiveCampaign** With its built-in call-to-action function, [Presto Player](https://automatorplugin.com/share/prestoplayer) offers native integration with powerful CRMs such as [FluentCRM](https://wordpress.org/plugins/fluent-crm/) and [ActiveCampaign](https://automatorplugin.com/share/activecampaign) so you can track your leads. By adding Automator to the mix, however, you can start to create detailed contact profiles based on their video views. ### **Step 1: Create a Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ### **Step 2: Name Your Recipe** We’ve named this recipe *Presto Player—ActiveCampaign: Video Tagging*. ### **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **Presto Player**. From the drop-down list select *A user watches at least a specific percentage of a video*. Configure your exact trigger settings as you want and click **Save**. (If you select *Any video*, you can create a more dynamic recipe.) When you’re finished, your trigger should look something like this: ![Automator Presto Player Trigger Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-26-—-Automator-Presto-Player-Trigger-Live.png) ### **Step 4: Configure Your Action(s)** In the Actions panel, click **Add action**. From the menu of available integrations, select **ActiveCampaign**. From the drop-down list that appears, select *Add a tag to a contact*. If you selected *Any video* as your trigger, you can use tokens to make either the video title or the video ID a tag in ActiveCampaign. ![Automator ActiveCampaign Action Add a tag to a contact](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-27-—-Automator-ActiveCampaign-Action-Add-a-tag-to-a-contact.gif) ### **Step 5: Launch Your ActiveCampaign!** You’re just about to start building your contacts’ viewing preferences in your CRM. All you need to do is set the *Times per user* to “1” and toggle the recipe from *Draft* to *Live*. ![5 Ways to Automate Presto Player — Automator Presto Player ActiveCampaign Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-28-—-Automator-Presto-Player-ActiveCampaign-Live.png) ## **4. Automate Presto Player and WooCommerce** One of the best ways to boost user engagement on your website is with video marketing. By connecting [Presto Player](https://automatorplugin.com/share/prestoplayer) to [WooCommerce](https://wordpress.org/plugins/woocommerce/) with Automator, you can encourage your users to watch informative video advertisements and to fill out surveys with the promise of coupons. ### **Step 1: Create a Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ### **Step 2: Name Your Recipe** We’ve named this recipe *Presto Player—WooCommerce: Coupon*. ### **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **Presto Player**. From the drop-down list select *A user completes a video*. Select the video associated with your advertising campaign and click **Save**. Next, click **Add trigger** and select **WPForms**, or your preferred WordPress form-building plugin. From the drop-down list, select *A user submits a form* and select your survey form. (You can create a tie-back to your video with the trigger *A user submits a form with a specific value in a specific field* if you give your users instructions on how to fill out the form in the video.) ![Automator WPForms Trigger A user submits a form](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-29-—-Automator-WPForms-Trigger-A-user-submits-a-form.gif) ### **Step 4: Configure Your Action(s)** In the Actions panel, click **Add action**. From the menu of available integrations, select **WooCommerce**. From the drop-down list that appears, select *Generate and email a coupon*. Automator will present you with an editor where you configure the coupon’s details. ![Automator WooCommerce Action Generate and email a coupon code](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-30-—-Automator-WooCommerce-Action-Generate-and-email-a-coupon-code.gif) When you’re finished, click **Save**. Your action should look like this: ![Automator WooCommerce Action Generate and email a coupon code Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-31-—-Automator-WooCommerce-Action-Generate-and-email-a-coupon-code-Live.png) ### **Step 5: Go Live!** Before you toggle your recipe from *Draft* to *Live*, make sure to set the *Times per user* to “1”. Additionally, set a limit to the *Total times* (the number of times that the recipe will run) to make your video marketing campaign a limited offer. ![5 Ways to Automate Presto Player — Automator Presto Player WooCommerce Recipe](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-32-—-Automator-Presto-Player-WooCommerce-Recipe.png) ## **5. Automate Presto Player and BadgeOS** For video creators and marketers of all kinds, gamifying your website is one of the best ways to boost user engagement. And by connecting [Presto Player](https://automatorplugin.com/share/prestoplayer) to [BadgeOS](https://wordpress.org/plugins/badgeos/) with Automator, you can keep your users flipping through your video catalog to rack up points and achievements—or even store credit! ### **Step 1: Create a Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ### **Step 2: Name Your Recipe** We’ve named this recipe *Presto Player—BadgeOS: Points and Credit*. ### **Step 3: Configure Your Trigger(s)** We only want to award users with points and credits if they’ve watched a whole video, so we’ve selected the trigger *Presto Player* > *A user completes a video*. ![5 Ways to Automate Presto Player — Automator Presto Player Trigger A user completes a video Live](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-5-—-Automator-Presto-Player-Trigger-A-user-completes-a-video-Live.png) ### **Step 4: Configure Your Action(s)** In the Actions panel, click **Add action**. From the menu of available integrations, select **BadgeOS**. From the drop-down list that appears, select *Award points to the user*. Set the number and type of points you would like to award your users for video views and click **Save**. Your action should look something like this: ![Automator BadgeOS Action Award points to the user](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-33-—-Automator-BadgeOS-Action-Award-points-to-the-user.png) ### **Step 5: And the Award Goes to…** We want this recipe to run in perpetuity, so we kept both *Times per user* and *Total Times* at the default setting, “Unlimited”. With further ado, toggle your recipe from *Draft* to *Live* and win the Lifetime Achievement Award for Outstanding Performance in a Presto Player Automation! ![5 Ways to Automate Presto Player — Automator Presto Player BadgeOS Recipe](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-34-—-Automator-Presto-Player-BadgeOS-Recipe.png) ### **Step 6: Add a Credit System** If you have an ecommerce store tied into your digital community, you can keep your users engaged by rewarding them with store credit. Download the [FREE Advanced Coupons plugin](https://automatorplugin.com/share/advanced-coupons/) for WordPress so your users can turn their points into store credit and start buying some exclusive merchandise. ![5 Ways to Automate Presto Player — Automator Advanced Coupons Actions with BadgeOS filters](https://automatorplugin.com/wp-content/uploads/2023/02/5-Ways-to-Automate-Presto-Player-35-—-Automator-Advanced-Coupons-Actions-with-BadgeOS-filters.png) Note: You’ll need to know a thing or two about [user meta](https://automatorplugin.com/knowledge-base/user-meta-tokens/) (we promise, it’s not nearly as daunting as it sounds) and [how BadgeOS stores that data](https://badgeos.org/developers/metadata/#user_meta) on your website. ## **Don’t Hit Pause Now!** If you’ve tried any of these five Presto Player automations then you’re well on your way to becoming a video automation expert—now’s not the time to hit pause! What are some of the Presto Player automations that you’d like to see? Let us know in the comments section below! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Connect WooCommerce to Slack](https://automatorplugin.com/how-to-connect-woocommerce-to-slack/) **Published:** April 26, 2023 **Author:** Brendan Da Costa **Content:** *Connect WooCommerce to Slack so you can receive live updates from your e-commerce store and streamline your workflows.* ![connect-woocommerce-to-slack-featured-image](https://automatorplugin.com/wp-content/uploads/2023/04/Connect-WooCommerce-to-Slack-Feature-Image-1.png) If you’ve been looking for the simplest way to connect WooCommerce to Slack, then congratulations! You’ve clicked on the right link. Uncanny Automator is the fastest, no-code solution for all of your WordPress integrations. As an e-commerce business owner, you know how important it is to stay connected to your customers. Slack and WooCommerce are two of the most popular tools used by businesses to communicate with their teams and manage their online stores. By connecting the two platforms with Uncanny Automator, you can receive automated notifications about your online store in real-time. In this blog post, we’ll show you how to connect WooCommerce to Slack with Automator so you can receive e-commerce notifications about your orders, customers, product reviews and so much more! p.s. Make sure to read through to the end of the article for some bonus Slack and WooCommerce integrations using OpenAI! ## **Introduction to** [**Uncanny Automator**](https://automatorplugin.com/pricing/) Whenever you’re wondering, “How do I connect this WordPress plugin to the other one?” just think of Uncanny Automator—it’s the #1 no-code WordPress automation plugin. With Automator, you can create powerful recipes (i.e. combinations of triggers and actions) that save you time and money and improve your workflows. For Slack and WooCommerce users, Automator offers [50+ triggers and actions](https://automatorplugin.com/integration/woocommerce/) and as many potential combinations as you can dream up. Enhance your WordPress website’s functionality and get instant notifications about anything happening in your digital store. Create seamless workflows with WooCommerce and Slack that help you process orders and guide your customers through your sales funnel and beyond. In the next section, we’ll show you how to download Uncanny Automator (for FREE) and walk you through the seven simple steps to connect Slack to WooCommerce. ## **Connect Slack to Automator** Connecting WooCommerce to Slack with Uncanny Automator only takes a few clicks—and even fewer minutes. More importantly, it requires no code or programming knowledge because of Automator’s user-friendly and intuitive interface. Follow these simple steps and start automating your e-commerce notifications. #### **Step 1: Download [Uncanny Automator](https://automatorplugin.com/pricing/)** To connect Slack to WooCommerce, you’ll need to download the Uncanny Automator plugin. From your WordPress Admin Sidebar, navigate to *Plugins* > *Add New*. In the search bar, type in “uncanny automator” then press **Enter** on your keyboard. The Uncanny Automator plugin will be the first search result. Click **Install Now** then **Activate**. ![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) To use Automator’s app integrations such as Slack, you’ll either need a [paid plan](https://automatorplugin.com/pricing/) or app credits. Fortunately, Automator offers all new users complimentary app credits so they can try out premium app integrations before making a financial commitment. To register your account and redeem your app credits, head to *Automator* > *Settings* in your WordPress Admin Sidebar after downloading the free plugin. Under the *General* tab, click on **License** then **Connect your site** and follow the prompts. ![uncanny-automator-connect-website](https://automatorplugin.com/wp-content/uploads/2023/04/4-—-Uncanny-Automator-Settings-License-Connect-your-site.png) #### **Step 2: Connect Your Slack Workspace to Automator** Once you’ve redeemed your credits or purchased a license, you can connect your Slack account to Automator. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. Click on the App integrations tab and scroll down to **Slack**. Next, click on **Connect Slack workspace** and follow the prompts to complete the connection. ![uncanny-automator-connect-slack](https://automatorplugin.com/wp-content/uploads/2023/04/5-—-Uncanny-Automator-Settings-App-integrations-Slack.png) For Automator to post notifications in Slack channels, you’ll need to add the bot that you created to those channels. To do this, open up your Slack workspace and navigate to *Apps* > *Uncanny Automator*. Open the app window by clicking on the title, then click **Add this app to a channel**. ![automator-slack-bot](https://automatorplugin.com/wp-content/uploads/2023/04/6-—-Uncanny-Automator-Slack-App.png) ## Connect WooCommerce to Slack in 5 Steps Uncanny Automator integrates your various plugins and apps using *recipes*. These recipes allow events in one plugin or app to trigger events in another plugin or app. One of the most common WooCommerce and Slack integrations involves sending Slack notifications to various teams based on events in your WooCommerce store. Follow these steps to connect WooCommerce to Slack and notify your sales team whenever a user completes an order. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear in a new screen where you can select your recipe type. We’re creating a recipe that runs on users who are registered with our site. As such, we’ve selected *Logged-in users*. ![automator-recipe-type-window-logged-in-users](https://automatorplugin.com/wp-content/uploads/2023/04/7-—-Uncanny-Automator-Recipe-Type-Logged-in-users.png) #### **Step 2: Name Your Recipe** It’s good practice to give your recipe a title that makes it easy to recognize at a glance. For example, you might name your recipes based on the applications and plugins involved. Alternatively, you can name your recipes based on the workflows that they automate. We’ve named this recipe *WooCommerce Order Completion Updates* because we’re creating a recipe that will notify us via Slack messages whenever a user’s order status is set to Completed. #### **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **WooCommerce**. ![automator-woocommerce-integration](https://automatorplugin.com/wp-content/uploads/2023/04/8-—-Uncanny-Automator-WooCommerce-Integration.png) From the drop-down list that appears, select your desired trigger. For our recipe, that’s *A user completes, pays for, lands on a thank you page for an order with a product*. ![automator-woocommerce-integration-triggers](https://automatorplugin.com/wp-content/uploads/2023/04/9-—-Uncanny-Automator-WooCommerce-A-user-completes-pays-for....png) Automator will prompt you to fill out the fields highlighted in blue. For our recipe, we selected *completes* in the first field and *any product* in the second field. There’s also a number field where you can specify the number of times a user must satisfy the trigger before it fires. When you’re finished, your trigger should look like this: ![automator-woocommerce-integration-trigger-live](https://automatorplugin.com/wp-content/uploads/2023/04/10-—-Uncanny-Automator-WooCommerce-A-user-completes-pays-for...-Live.png) #### **Step 4: Configure Your Action(s)** Next, you’ll get to define your action. This is where you can customize the Slack message that you want to receive whenever a certain event takes place in your WooCommerce store. In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Slack**. ![automator-slack-integration](https://automatorplugin.com/wp-content/uploads/2023/04/11-—-Uncanny-Automator-_-Slack.png) From the drop-down list, select *Send a message to a channel*. ![automator-slack-integration-action](https://automatorplugin.com/wp-content/uploads/2023/04/12-—-Uncanny-Automator-_-Slack-_-Send-a-message-to-a-channel.png) Automator will prompt you to select a Slack channel and draft the message you would like to send. You can customize the message using [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) (i.e. dynamic pieces of data pulled from across your website and even from within recipes). To use tokens, click on the **asterisk** in the *Message* field. ![automator-slack-integration-trigger-tokens](https://automatorplugin.com/wp-content/uploads/2023/04/13-—-Uncanny-Automator-_-Slack-_-Send-a-message-to-a-channel-_-Message-Tokens.png) For WooCommerce alone, Automator has dozens of tokens for everything ranging from order data to product details and more. We’ve drafted a simple example of a Slack message using both tokens and static text. ![automator-slack-integration-message](https://automatorplugin.com/wp-content/uploads/2023/04/14-—-Uncanny-Automator-_-Slack-_-Send-a-message-to-a-channel-_-Message-draft.png) After you’ve configured your message, click **Save**. Your action should look like this: ![automator-slack-action-live](https://automatorplugin.com/wp-content/uploads/2023/04/15-—-Uncanny-Automator-_-Slack-_-Send-a-message-to-a-channel-Live.png) #### **Step 5: Go Live!** You’re almost done connecting Slack to WooCommerce. The only thing left for you to do is toggle your new recipe from *Draft* to *Live* and let the notifications stream in! ![automator-recipe-woocommerce-order-completion-updates](https://automatorplugin.com/wp-content/uploads/2023/04/16-—-WooCommerce-Order-Compilation-Updates.png) Here’s the Slack message from our earlier example once a user completed their transaction. ![automator-slack-bot-message](https://automatorplugin.com/wp-content/uploads/2023/04/17-—-Slack-Draft-Message.png) Now that you know how to connect WooCommerce and Slack, you can create powerful productivity-boosting automations of your own. In the next section, we’ll get you started with some of the Slack and WooCommerce recipes that our users say they find most beneficial. And we’ll throw in a few extra recipes at the end that are sure to boost your marketing and customer service workflows. ## **Popular WooCommerce and Slack Integrations** With these WooCommerce and Slack automations, you’ll be able to stay connected to your e-commerce store no matter where you are. Whether you want to receive Slack notifications about low inventory in your WooCommerce store or you want to create Slack channels for high-valued accounts, there’s an Automator recipe for you. Stay on top of your WordPress business and ensure that everything is running smoothly. Streamline communication and collaboration between your teams, manage orders, track sales, and receive important notifications. Note, in this section, we’ll be using some Automator Pro features that your complimentary app credits won’t unlock for you if you’ve downloaded the free version of Automator. If you want to try out some of the Pro features that we’ll be showcasing here (including more powerful WooCommerce triggers) you can still do so without making any commitments. [Click here](https://automatorplugin.com/pricing/) to purchase Automator Pro and gain full access to all of the features without credit limits. Automator also offers a 14-day money back guarantee so trying out more powerful automations comes at no risk. Imagine how much time you can save in 14 days! Without further ado, here are just a few ways that you can integrate WooCommerce and Slack with Uncanny Automator. ### **1. Create High-Valued Customer Slack Channels** ![automator-high-value-customer-slack-channels-recipe](https://automatorplugin.com/wp-content/uploads/2023/04/18-—-High-Value-Customer-Slack-Channels-Recipe.png) Your most valued customers deserve nothing but the best service you can provide to them. With the recipe pictured above, Automator will create dedicated Slack channels for high-value and/or high-volume customers so your sales team has a central location for their communications related to that account. Help your sales and fulfillment teams with their account management goals so that they can continue delivering excellent service to your highest-valued customers. Notice that our recipe has two triggers. At the top of the *Triggers* panel, we can decide to run the recipe if *All* of the triggers are satisfied or if *Any* of the triggers are satisfied. Using multiple triggers can help you integrate more of your favorite plugins and applications into your workflows. ### **2. Order Status Updates** ![automator-recipe-order-delay-notification](https://automatorplugin.com/wp-content/uploads/2023/04/19-—-Order-Delay-Notification-Recipe.png) Speaking of your sales and fulfillment team. With the recipe above, our sales team can keep track of our customers’ order status via Slack messaging to ensure that our sales funnel is running smoothly. We’ve added both a filter and a delay to our recipe so that our sales team will only receive a Slack message about the order if it is taking longer than it should. Adding filters and delays to your recipe is easier than you might think—once again, no code! To add a filter or a delay to one of your actions, simply hover over the action and click on **Filter** or **Delay**. ![slack-filter-delay](https://automatorplugin.com/wp-content/uploads/2023/04/20-—-Send-a-message-to-a-Slack-channel-filter-and-delay.png) While filters and delays are one of Automator’s more advanced features, they’re nothing you can’t master yourself in just a few steps. If you want to learn more about [filters](https://automatorplugin.com/knowledge-base/action-filters-conditions/) and [delays](https://automatorplugin.com/knowledge-base/scheduled-actions/), click on the links. You can find even more recipe customization options by checking out our handy [Knowledge Base](https://automatorplugin.com/knowledge-base/). ### **3. Inventory Updates and Notifications** ![connect-slack-to-woocommerce-recipe-inventory-notifications](https://automatorplugin.com/wp-content/uploads/2023/04/21-—-Inventory-Updates-and-Notifications.png) Staying on top of inventory is a full-time job for any WooCommerce store owner. With the recipe above, however, you can send direct Slack messages to your purchasing manager whenever a customer places a new order for a product with low inventory. We used a filter in addition to a token in our Slack action so that it would only run if the inventory of our chosen product dropped below a certain threshold. ![automator-filter](https://automatorplugin.com/wp-content/uploads/2023/04/22-—-Inventory-Recipe-Filter.gif) ## **WooCommerce and Slack + OpenAI and ActiveCampaign** With [100+ integrations](https://automatorplugin.com/integrations/), there’s no reason that you have to stop at integrating Slack and WooCommerce. Uncanny Automator allows you to connect all of your favorite apps and plugins so you can automate your workflows, save time and reduce costs. Whatever your WordPress automation and integration needs, Automator is the simplest and most cost-effective solution. Once you’ve gotten the hang of creating your own powerful WooCommerce and Slack workflows, try adding these recipes into the mix. ### **4. Integrate WooCommerce and Slack with Your CRM** ![subscription-cancellation-recipe](https://automatorplugin.com/wp-content/uploads/2023/04/22-—-Subscription-Cancelation-Notification.png) Tagging your customers in your CRM is simple enough. But, oftentimes, removing tags isn’t as straightforward, resulting in your customers receiving marketing materials that no longer apply to them. With the recipe above, we’re able to remove tags that we’ve added to customer emails in [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) if/when they cancel an order. Our sales team will receive an automated Slack message so that they can investigate the order cancellation in real-time and try to recover the sale. ### **5. Integrate WooCommerce and Slack with OpenAI’s GPT** ![connect-slack-to-woocommerce-product-review](https://automatorplugin.com/wp-content/uploads/2023/04/24-—-Product-Review-Response-Drafts.png) Product reviews provide a great opportunity for you to boost engagement with your customers. But with so many customer reviews pouring in, it’s not always possible to respond in a timely manner. Unless, of course, you had some help from AI. In the recipe above, we’re using Automator’s OpenAI integration to generate quick responses to our customer reviews as they come in. We then send those responses along with the original review to the correct Slack channel or user so that they can edit the response and start meaningful conversations with customers. While this is definitely an advanced WordPress automation, Automator’s user-friendly interface makes it simple to set up. ![automator-openai-response-token](https://automatorplugin.com/wp-content/uploads/2023/04/25-—-OpenAI-response-to-Slack-channel.gif) Here’s the Slack message that our sales team received when a user left a positive review of one of our products. ![automator-bot-slack-message-openai](https://automatorplugin.com/wp-content/uploads/2023/04/26-—-Slack-OpenAI-response.png) ## **Keep Automating and Integrating** Now that you know how to connect WooCommerce to Slack (and so much more), there’s no telling what delicious, time-saving recipes you’ll cook up next. What are some of the WooCommerce and Slack triggers or recipes that you want to see? Let us know in the comments section below. Until then, keep automating and integrating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [Connect Gravity Forms to Google Calendar (and Much More)](https://automatorplugin.com/connect-gravity-forms-to-google-calendar-and-much-more/) **Published:** May 30, 2023 **Author:** Brendan Da Costa **Content:** *Connect Gravity Forms to Google Calendar using Uncanny Automator and get ahead of your event management and scheduling needs.* ![connect-gravity-forms-to-google-calendar-featured-image](https://automatorplugin.com/wp-content/uploads/2023/05/connect-gravity-forms-to-google-calendar-featured-image.png) Are you looking for a way to easily connect Gravity Forms to Google Calendar? If so, you’ve come to the right place! Uncanny Automator is the #1 no-code automation plugin for all of your WordPress integration needs. In this blog post, we’ll show you how to connect Gravity Forms to Google Calendar using Automator so that you can schedule appointments, register customers for events and much more. We promise, this is the fastest (and freest) Gravity Forms + Google Calendar integration that you’ll see. In the first few steps, we’ll show you how to set up Gravity Forms event registration in your Google Calendar. But make sure to read through to the end of the article! We’ve included some additional examples of Gravity Forms + Google Calendar integrations that go way beyond simple event registration. ## **1. Download** [**Uncanny Automator**](https://automatorplugin.com/pricing/) **(for FREE)** To connect Gravity Forms to Google Calendar, you’ll first need to download or purchase the [Uncanny Automator](https://automatorplugin.com/pricing/) plugin. From your WordPress Admin Sidebar, navigate to *Plugins* > *Add New*. In the search bar, type in “uncanny automator” then press **Enter** on your keyboard. The Uncanny Automator plugin will be the first search result. Click **Install Now** then **Activate**. ![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) To use Automator’s app integrations such as Google Calendar, you’ll either need a [paid plan](https://automatorplugin.com/pricing/) or app credits. Fortunately, Automator offers all new users complimentary app credits so they can try out premium app integrations. If you downloaded the free plugin, register your account and redeem your app credits by heading to *Automator* > *Settings* in your WordPress Admin Sidebar. Under the General tab, click on **License** then **Connect your site** and follow the prompts. ![uncanny-automator-connect-website](https://automatorplugin.com/wp-content/uploads/2023/04/4-—-Uncanny-Automator-Settings-License-Connect-your-site.png) Now that you’ve downloaded Automator and received your app credits, you can connect Google Calendar to your WordPress website. ## **2. Connect Google Calendar to WordPress** To connect Gravity Forms to Google Calendar, you’ll first need to connect Google Calendar to your WordPress website. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. Click on the **App integrations** tab and scroll down to **Google Calendar**. Next, click on **Sign in with Google** and follow the prompts. ![automator-app-integrations-google-calendar](https://automatorplugin.com/wp-content/uploads/2023/05/3-—-automator-app-integrations-google-calendar.png) ## **3.** [**Gravity Forms**](https://automatorplugin.com/share/gravityforms) **Forms Event Registration** Now that you’ve connected Google Calendar to your WordPress website, you’re ready to connect [Gravity Forms](https://automatorplugin.com/share/gravityforms) to Google Calendar. Automator connects your favorite apps and plugins using [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/) (i.e. combinations of *triggers* and *actions*) so that’s what we’ll walk you through now. And in just five quick steps, you’ll have an irresistible recipe for Gravity Forms event registration in your Google Calendar. **1. Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type. We want our Google Calendar event to be open to any and all paying customers, not just people who are registered on our website. As such, we’ve selected the recipe type *Everyone*. ![recipe-type-everyone](https://automatorplugin.com/wp-content/uploads/2023/05/4-—-recipe-type-everyone.png) **2. Name Your Recipe** Once you get the hang of creating recipes that integrate your favorite apps and plugins, you’ll be churning them out faster than a Michelin star kitchen. As such, you’ll want to come up with a naming convention for your recipes that make them easy to recognize at a glance. For example, we’ve named this recipe *Gravity Forms + Google Calendar: Special Event Registration* based on the integrations involved. **3. Configure Your Gravity Forms Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Gravity Forms**. ![automator-gravity-forms-integration](https://automatorplugin.com/wp-content/uploads/2023/05/5-—-automator-gravity-forms-integration.png) From the drop-down list that appears, select *A form is submitted with payment*. Note, this an Automator Pro trigger. For Automator Free users, you can select the trigger *A form is submitted* and restrict access to your Google Calendar event another way. ![gravity-forms-a-form-is-submitted-with-payment](https://automatorplugin.com/wp-content/uploads/2023/05/6-—-gravity-forms-a-form-is-submitted-with-payment.png) Automator will then prompt you to select your event registration form from a drop-down list. After you’ve selected your event registration form, click **Save**. Your trigger should look something like this: ![gravity-forms-a-form-is-submitted-with-payment-live](https://automatorplugin.com/wp-content/uploads/2023/05/7-—-gravity-forms-a-form-is-submitted-with-payment-live.png) **4. Configure Your Google Calendar Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Google Calendar**. ![automator-google-calendar-integration](https://automatorplugin.com/wp-content/uploads/2023/05/8-—-automator-google-calendar-integration.png) From the drop-down list that appears, select *Add an attendee to an event in a Google Calendar*. ![google-calendar-add-an-attendee-to-an-event](https://automatorplugin.com/wp-content/uploads/2023/05/9-—-google-calendar-add-an-attendee-to-an-event.png) Automator will then prompt you to select the *Calendar*, *Event* and *Attendee email*. You can use [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) (i.e. dynamic pieces of data pulled from your WordPress website and even within recipes) to automatically select the new attendee’s email. To select the email token, click on the **Asterisk** in the *Attendee email* field, scroll down to the Gravity Forms trigger and select the email token from the corresponding form field. Note, you may need to unselect *Only email tokens* at the top of the tokens drop-down list. ![google-calendar-integration-events-attendee-emails](https://automatorplugin.com/wp-content/uploads/2023/05/10-—-google-calendar-integration-events-attendee-emails.png) After you’ve filed out all of the fields, click **Save**. Your action should look something like this: ![google-calendar-add-an-attendee-to-an-event-live](https://automatorplugin.com/wp-content/uploads/2023/05/11-—-google-calendar-add-an-attendee-to-an-event-live.png) **5. Go Live!** With your Gravity Forms trigger and Google Calendar action all set up, the only thing left for you to do is serve up automatic Gravity Forms event registration. And, of course, host the most amazing events! Simply toggle your recipe from *Draft* to *Live* and watch your guest list grow! ![connect-gravity-forms-to-google-calendar-special-event-registration](https://automatorplugin.com/wp-content/uploads/2023/05/12-—-connect-gravity-forms-to-google-calendar-special-event-registration.png) ## **More Cool Gravity Forms + Google Calendar Integrations** With the recipe that we just walked through, whenever users submit a paid form, Automator will register them for your Google Calendar event! But there’s no need to stop there. As promised, we’ve included some additional examples of Gravity Forms + Google Calendar integrations that are sure to help you master time and event management. ## **Create Google Calendar Events with Gravity Forms Submissions** ![connect-gravity-forms-to-google-calendar-create-event](https://automatorplugin.com/wp-content/uploads/2023/05/13-—-connect-gravity-forms-to-google-calendar-create-event.png) One of the benefits of using Google Calendar is that it helps your team to get organized and coordinate their schedules. But you don’t always want all of your team members to have editor level access to all of the events in your various calendars. With the recipe above, however, you can create events in a Google Calendar (complete with an event description, attendees and notifications) via a Gravity Forms submission. This allows members of your team with read-only access to manage their own events without giving them editing privileges for the other events in a given calendar. Make sure to include *Date* and *Time* fields in your Gravity Forms form so that you can use tokens to automatically set the date and time for these events. ![connect-gravity-forms-to-google-calendar-create-event-tokens](https://automatorplugin.com/wp-content/uploads/2023/05/14-–-connect-gravity-forms-to-google-calendar-create-event-tokens.png) ## **Use Filters to Register Users for Google Calendar Events** ![connect-gravity-forms-to-google-calendar-filters-and-conditions-recipe](https://automatorplugin.com/wp-content/uploads/2023/05/15-–-connect-gravity-forms-to-google-calendar-filters-and-conditions-recipe.png) One of Automator’s more advanced features is the ability to add filters to your recipes. Using filters with conditions and parameters that you define, you can register users in different Google Calendar events based on how they fill out your forms. In the recipe pictured above, for example, we’re using a simple filter to register users in classes scheduled on different days of the week. This way, our users are able to register for events based on their own availability. As powerful a feature as filters are, they’re incredibly to set up. And you can add as many filters to your recipe as you’d like! ![gravity-forms-filter-conditions](https://automatorplugin.com/wp-content/uploads/2023/05/16-—-gravity-forms-filter-conditions.gif) ## **Keep Automating** Why stop here? Knowing how to connect Gravity Forms to Google Calendar is just the beginning. With 100+ integrations, Uncanny Automator can connect all of your favorite apps and plugins so that your WordPress website can run itself! What are some of the Gravity Forms + Google Calendar integrations that you would like to see? Let us know in the comments section below. In the meantime, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Connect Business Directory Plugin to Mailchimp](https://automatorplugin.com/how-to-connect-business-directory-plugin-to-mailchimp/) **Published:** June 20, 2023 **Author:** Brendan Da Costa **Content:** *Connect [Business Directory Plugin](/share/business-directory-plugin) to [Mailchimp](https://automatorplugin.com/share/mailchimp/) (or your preferred CRM) and learn how to automate your WordPress listings.* ![connect-business-directory-plugin-to-mailchimp-automator](https://automatorplugin.com/wp-content/uploads/2023/06/connect-business-directory-plugin-to-mailchimp-blog.png) If you run a WordPress directory website, you know that managing your listings can be daunting (and very, terribly time-consuming). But, with the right plugins, you can learn to love your listings all over again. Connect [Business Directory Plugin](/share/business-directory-plugin) to [Mailchimp](https://automatorplugin.com/share/mailchimp/) with Uncanny Automator and save yourself hours of work. And you can do it for FREE! In this blog post, we’ll show you how to connect the popular Business Directory Plugin to Mailchimp (or any CRM of your choosing) using Uncanny Automator. Forget that old Rolodex or those dusty old yellow pages. This is the best way to automate your WordPress listings and connect them directly to your CRM! p.s. Make sure to read through to the end for some awesome Business Directory + Mailchimp integration ideas (including one nifty way to automate your Mailchimp campaigns). ## **1. Download** [**Uncanny Automator**](https://automatorplugin.com/pricing) **(for FREE)** Whenever you’re trying to figure out, “How do I connect this plugin to the other one?” just think of [Uncanny Automator](https://automatorplugin.com/pricing). As the #1 WordPress automation plugin with 100+ integrations, you can seamlessly integrate all of your favorite plugins and applications with the click of a button. For Business Directory Plugin and Mailchimp users, Automator offers a bevy of powerful WordPress integrations that are sure to shave hours off your daily tasks. Automatically subscribe and unsubscribe contacts to Mailchimp audiences, add or remove tags and notes and even launch campaigns. To connect Business Directory Plugin to Mailchimp, you’ll first need to download or purchase the [Uncanny Automator](https://automatorplugin.com/pricing/) plugin. From your WordPress Admin Sidebar, navigate to *Plugins* > *Add New*. In the search bar, type in “uncanny automator” then press **Enter** on your keyboard. The Uncanny Automator plugin will be the first search result. Click **Install Now** then **Activate**. ![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) To use Automator’s app integrations—including CRM tools such as [Mailchimp](https://automatorplugin.com/share/mailchimp/), [ActiveCampaign](https://automatorplugin.com/share/activecampaign/), [HubSpot](https://automatorplugin.com/share/hubspot) and [Zoho Campaigns](https://automatorplugin.com/share/zoho-campaigns/)— you’ll either need a [paid plan](https://automatorplugin.com/pricing/) or app credits. Fortunately, Automator offers all new users complimentary app credits so they can try out premium app integrations. If you downloaded the free plugin, register your account and redeem your app credits by heading to *Automator* > *Settings* in your WordPress Admin Sidebar. Under the General tab, click on **License** then **Connect your site** and follow the prompts. ![uncanny-automator-connect-website](https://automatorplugin.com/wp-content/uploads/2023/04/4-—-Uncanny-Automator-Settings-License-Connect-your-site.png) Now that you’ve downloaded Automator and received your app credits, you can connect Mailchimp to your WordPress website and, subsequently, your business directory. ## **2. Connect** [**Mailchimp**](https://automatorplugin.com/share/mailchimp/) **to WordPress** Once you have redeemed your app credits or purchased your license, you can connect [Mailchimp](https://automatorplugin.com/share/mailchimp/) to your WordPress website. For a detailed, step-by-step guide on connecting your Mailchimp account to your WordPress website, read the first half of [this article](https://automatorplugin.com/the-easiest-way-to-connect-mailchimp-to-wordpress/). Alternatively, you can find the abridged version below. **2.1 Enable Mailchimp Actions** With Uncanny Automator, *actions* are the events that occur as a result of another, predefined event called a *trigger*. Enabling Mailchimp actions happens automatically once you connect your Mailchimp account to Uncanny Automator. Here’s how it’s done: 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. 2. Click on the **App integrations** tab and scroll down to **Mailchimp**. 3. Next, click on **Connect Mailchimp account** and follow the prompts. **2.2 Enable Mailchimp Triggers** Enabling Mailchimp triggers requires the use of webhooks. If you’ve never used webhooks before, don’t worry. As long as you can copy and paste, you can set up your Mailchimp triggers. Here’s how it’s done: 1. After you’ve connected your Mailchimp account to Automator, you’ll see the option to **Enable triggers**. Simply toggle the button. 2. **Highlight** and **copy** the URL provided in the *Webhook URL* field. 3. In a new tab in your browser, [sign in](https://automatorplugin.com/share/mailchimp/) to your Mailchimp account. From the sidebar in your account’s homepage, navigate to *Audience* > *Audience dashboard*. In the upper-right hand corner, click on the drop-down button labeled **Manage Audience** then click on **Settings**. 4. Scroll down to and click on **Webhooks**. On the Webhooks page, click on **Create New Webhook**. 5. **Paste** the webhook URL into the *Callback URL* field at the top of the page. Make sure that all of the options for sending updates are selected. By default, the only option that should not be selected is the final one, *Via the API*. Make sure to select that one before clicking **Save**. That’s it! Now that you’ve connected your Mailchimp account to Automator, you can connect your business directory to your CRM. In the next section, we’ll walk you through the steps of creating an Automator recipe that launches stunning Mailchimp campaigns for new real estate listings. You can follow those same steps for other posts and listing types; we just chose real estate listings as a representative example. Then we’ll give you some more ideas of nifty ways to automate your business directory, whatever listing types you work with. ## **3. Launch Mailchimp Campaigns for Real Estate Listings** Automator connects your favorite apps and plugins using *recipes* (i.e. combinations of triggers and actions). With this recipe we’ll show you how easy it is to launch Mailchimp campaigns whenever a user on your WordPress website publishes a new listing. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear in a new screen where you can select your recipe type; either *Logged-in users* or *Everyone*. We’re creating a recipe that runs on users who are registered with our site. As such, we’ve selected *Logged-in users*. ![automator-recipe-type-window-logged-in-users](https://automatorplugin.com/wp-content/uploads/2023/04/7-—-Uncanny-Automator-Recipe-Type-Logged-in-users.png) **Step 2: Name Your Recipe** We always recommend giving your recipe a name that makes it easy to identify at a glance. For example, we’ve named this recipe *Mailchimp Campaigns: New Real Estate Listing*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. ![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/05/image-13.png) From the drop-down list that appears, select *A user publishes a post*. ![automator-wordpress-a-user-publishes-a-post](https://automatorplugin.com/wp-content/uploads/2023/04/How-to-Connect-Business-Directory-Plugin-to-Mailchimp-7-—-Automator-WordPress-A-user-publishes-a-post.png) Automator will prompt you to select the post type. Select *Listing*. ![business-directory-plugin-post-type-listing](https://automatorplugin.com/wp-content/uploads/2023/04/How-to-Connect-Business-Directory-Plugin-to-Mailchimp-8-—-Automator-WordPress-A-user-publishes-a-post-Post-Type.png) When you’re finished, click **Save**. Your trigger should look like this: ![](https://automatorplugin.com/wp-content/uploads/2023/06/7-—-automator-wordpress.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Mailchimp**. ![automator-mailchimp-integration](https://automatorplugin.com/wp-content/uploads/2023/04/How-to-Connect-Business-Directory-Plugin-to-Mailchimp-10-—-Automator-Mailchimp.png) From the drop-down list that appears, select *Create and send a campaign*. ![automator-mailchimp-integration-create-and-send-a-campaign](https://automatorplugin.com/wp-content/uploads/2023/06/9-—-automator-mailchimp-integration-create-and-send-a-campaign.png) Automator will present you with an editor where you can configure your email campaign. If you already have email templates set up in your Mailchimp account, you can select a template and Automator will populate the fields for you! When you’re finished, click **Save**. Your action should look like this: ![live action create and send a campaign](https://automatorplugin.com/wp-content/uploads/2021/09/live-action-create-and-send-a-campaign.png) **Step 5: Go Live!** You’re just about ready to start launching your Mailchimp campaigns from your business directory. All that’s left for you to do is to toggle your recipe from *Draft* to *Live*. ![connect-business-directory-plugin-to-mailchimp-real-estate-listings](https://automatorplugin.com/wp-content/uploads/2023/06/11-—-connect-business-directory-plugin-to-mailchimp-real-estate-listings.png) With Automator, that’s all it takes to connect [Business Directory Plugin](/share/business-directory-plugin) to Mailchimp! Now, your Mailchimp contacts can automatically receive emails about your latest listings. But that’s not all this powerful integration can do. We’ve included some additional Business Directory Plugin and Mailchimp integration ideas for you in the sections below. ## **4. Tag Contacts for New Job Posts** ![connect-business-directory-plugin-to-mailchimp-job-listings](https://automatorplugin.com/wp-content/uploads/2023/06/12-—-connect-business-directory-plugin-to-mailchimp-job-listings.png) If you’re using Business Directory Plugin as a job directory, managing your listings is easier with Automator. Similar to launching Mailchimp campaigns for new real estate listings, you can use the *Create and send a campaign* action to notify your contacts about new job postings. Or you can use the *Add a tag to a contact* action to help those posting new jobs to stay on top of the latest trends. In the recipe above, we’re tagging our employer contacts based on the location(s) in which they post their job listings so that we can better understand their needs and help them find the right employees. For example, we’ve added the tag “Remote” to an employer posting a remote work job and we’ll send them useful information about the latest trends in remote work. ## **5. Automatically Unsubscribe Contacts** ![connect-business-directory-plugin-to-mailchimp-mailing-preferences](https://automatorplugin.com/wp-content/uploads/2023/06/13-—-connect-business-directory-plugin-to-mailchimp-mailing-preferences.png) Let’s say that your Mailchimp campaign worked so well that your real estate clients no longer need to receive updates on new listings. Or, perhaps, employers posting jobs on your directory website are backing out of remote work and no longer want to know the latest trends. With Automator, unsubscribing contacts from lists and removing tags is just as easy as launching entirely new campaigns. ## **Connect Business Directory Plugin to More CRMs** [Mailchimp](https://automatorplugin.com/share/mailchimp/) is just one of the many CRMs and email marketing automation tools that you can connect Business Directory to with Uncanny Automator. ![automator-crm-integrations](https://automatorplugin.com/wp-content/uploads/2023/04/How-to-Connect-Business-Directory-Plugin-to-Mailchimp-20-—-Automator-CRM-Integrations.png) Whether you’re using [ActiveCampaign](https://automatorplugin.com/share/activecampaign/), [Groundhogg](https://automatorplugin.com/share/groundhogg) or [HubSpot](https://automatorplugin.com/share/hubspot), with Automator, there’s no reason to miss out on leads or to spend hours managing your listings. What are some of the automations that would help you run your WordPress business directory? Let us know in the comments sections below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [The Easiest Way to Connect Gravity Forms to MailPoet](https://automatorplugin.com/the-easiest-way-to-connect-gravity-forms-to-mailpoet/) **Published:** July 26, 2023 **Author:** Brendan Da Costa **Content:** *Connect Gravity Forms to MailPoet with Uncanny Automator. Build an email list that defies gravity with an integration as seamless as poetry.* ![](https://automatorplugin.com/wp-content/uploads/2023/07/connect-gravity-forms-to-mailpoet-featured-image-facebook.png)Are you looking for a way to connect Gravity Forms to MailPoet? Of course you are! That’s why you clicked on this link. And it’s a good thing you did. In this article, we’ll show you the easiest and most effective way to connect Gravity Forms to MailPoet. Whether you want to build a poetic email opt-in that defies gravity or start a paid newsletter subscription that would make Shakespeare jealous, Uncanny Automator can help you do it. As the #1 no-code automation and integration plugin, there’s no easier way to connect Gravity Forms to MailPoet (and a whole lot more!) than with Automator Pro. Now, without further delay, let’s take off and connect Gravity Forms to MailPoet. This integration is out of this world! ## What You’ll Need [Gravity Forms](https://automatorplugin.com/share/gravityforms) and [MailPoet](https://automatorplugin.com/share/mailpoet/) are two of the best and most popular WordPress plugins for their respective purposes. If you already have Gravity Forms and MailPoet, feel free to jump ahead. But if you’re still not sure if Gravity Forms and MailPoet are right for you, here’s a little run-down on what makes them so popular. ### Gravity Forms [Gravity Forms](https://automatorplugin.com/share/gravityforms) is an elegant, drag-and-drop form building plugin for WordPress. You can use Gravity Forms to supercharge your WordPress website with beautifully designed forms that encourage opt-ins. [![](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-homepage.png)](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-homepage.png) For digital marketers, Gravity Forms has all of the features that you could ever want or need. Paginated forms, conditional logic and dynamic field values are just some of the tools that this all-powerful form-builder puts at your fingertips. For those looking to start a paid newsletter subscription or build a membership website, Gravity Forms also comes with Stripe and PayPal support. You can accept one-time payments or set up recurring billing to keep your revenue stream flowing like a rhyming poem. [Start building a WordPress website that defies gravity today.>>>](https://automatorplugin.com/share/gravityforms) And while we’re on the topic of rhyming poems… ## [MailPoet](https://automatorplugin.com/share/mailpoet/) Writing and designing captivating emails is easiest with [MailPoet](https://automatorplugin.com/share/mailpoet/). As one of the most cost-effective and versatile email marketing plugins for WordPress, MailPoet is a great option for both new and experienced marketers alike. [![](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-homepage-1.png)](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-homepage-1.png) MailPoet’s drag-and-drop builder connects directly to your WordPress website so that sending your blog posts and WooCommerce products directly to your customers’ inboxes is a seamless process. MailPoet also takes care of most of your housekeeping needs with 50+ customizable templates, a dedicated sending service and GDPR compliance. [Turn your WordPress emails into poetry today.>>>](https://automatorplugin.com/share/mailpoet/) ### [Uncanny Automator](https://automatorplugin.com/pricing/) [Uncanny Automator](https://automatorplugin.com/pricing/) is the #1 WordPress automation and integration tool. Using simple combinations of triggers and actions, you can automate your workflows across all of your favorite apps and plugins. ![](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-plugin-homepage.png) With Automator, there are about just as many ways to connect Gravity Forms to MailPoet as there are stars in the sky. Ok… maybe not that many. But you can create any Gravity Forms and MailPoet integration that you can think of. And while Gravity Forms and MailPoet are the focus of this article, they are just two of well [over 100 integrations](https://automatorplugin.com/integrations/) that you can use with Automator. [Put your WordPress website on autopilot today.>>>](https://automatorplugin.com/pricing/) ## Connect Gravity Forms to MailPoet Now that you have everything you need to connect Gravity Forms to MailPoet, you’re ready for lift-off. Here are just some of the awesome Gravity Forms and MailPoet integrations that you can create with Automator. ### **Start a Paid Newsletter Subscription** With this Automator recipe, you can easily combine Gravity Forms’ payment processing feature with your stunning MailPoet emails. Whether you want to create a recurring paid subscription or add paying members to an exclusive mailist list, there’s no easier way to monetize your newsletter. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type. Because we want anyone to be able to subscribe to our paid newsletter, even casual site visitors, select *Everyone*. [![recipe type everyone](https://automatorplugin.com/wp-content/uploads/2023/07/recipe-type-everyone.png)](https://automatorplugin.com/wp-content/uploads/2023/07/recipe-type-everyone.png) **Step 2: Name Your Recipe** Once you’ve gotten the hang of creating Automator recipes, you’ll want to make more and more of them. As such, it’s important to give your recipes a name that makes them easy to recognize at a glance. For example, we’ve named this recipe *Gravity Forms + MailPoet: Paid Newsletter Subscription*. It’s not exactly the kind of gripping email subject lines that make your newsletter so compelling, but it gets to the point. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Gravity Forms**. [![automator gravity forms integration](https://automatorplugin.com/wp-content/uploads/2023/07/automator-gravity-forms-integration-1.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-gravity-forms-integration-1.png) From the drop-down list that appears, select *A form is submitted with payment*. [![gravity forms trigger a form is submitted with payment](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-add-a-tag-to-the-user.png)](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-add-a-tag-to-the-user.png) Automator will prompt you to select your paid newsletter registration form. (If you don’t know how to set up a registration form with a payment field, Gravity Forms offers [this step-by-step guide](https://www.gravityforms.com/blog/how-to-take-subscriptions-with-stripe/).) After you’ve selected your paid newsletter registration form, click Save. Your trigger should look something like this: [![](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-newsletter-registration-form-is-submitted-with-payment-live.png)](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-newsletter-registration-form-is-submitted-with-payment-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **MailPoet**. [![automator mailpoet integration](https://automatorplugin.com/wp-content/uploads/2023/07/automator-mailpoet-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-mailpoet-integration.png) From the drop-down list that appears, select *Add a subscriber to a list*. [![mailpoet action add a subscriber to a list](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-action-add-a-subscriber-to-a-list.png)](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-action-add-a-subscriber-to-a-list.png) Automator will prompt you to fill out the information for your new subscriber. You can use *tokens* to accomplish this. In Automator, *tokens* are dynamic pieces of information pulled from your WordPress website or, as with this instance, from within the recipe itself. To select tokens, click on the **Asterisk** next to the field. From the drop-down list that appears, select the token you want to populate the field with. In our case, we want to populate the *Email* field with the email address that our new subscriber entered into the Gravity Forms email field. [![mailpoet email field with gravity forms email token](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-email-field-with-gravity-forms-email-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-email-field-with-gravity-forms-email-token.gif) Fill out the remaining fields using tokens from your Gravity Forms registration form. [![mailpoet user information filled in with gravity forms tokens](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-user-information-filled-in-with-gravity-forms-tokens.png)](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-user-information-filled-in-with-gravity-forms-tokens.png) After you’ve filled out all of the fields using Gravity Forms tokens, click **Save**. Automator will then prompt you to select the MailPoet list(s) to which you would like to add your new subscriber. We’ve selected our *Paid Newsletter Mailing List*. When you’re finished, click **Save**. Your action should look something like this: ![mailpoet action add the user to paid newsletter mailing list](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-action-add-the-user-to-paid-newsletter-mailing-list.png) **Step 5: Start Writing Your Emails!** You’re just about done. All that’s left for you to do is to toggle your new recipe from *Draft* to *Live*. [![connect gravity forms to mailpoet recipe paid newsletter subscription](https://automatorplugin.com/wp-content/uploads/2023/07/connect-gravity-forms-to-mailpoet-recipe-paid-newsletter-subscription.png)](https://automatorplugin.com/wp-content/uploads/2023/07/connect-gravity-forms-to-mailpoet-recipe-paid-newsletter-subscription.png) Congratulations! You’ve just made your first Gravity Forms and MailPoet integration. The first of many, we’re sure. Once you become an “Automator Pro”—pun intended—you’ll be able to create incredibly powerful recipes that suit your specific workflows. Try adding some advanced features such as filters, delays and calculations to the recipe above to customize your paid newsletter subscription. For example, we’ve added a second action along with a filter and delay to automatically remove subscribers from our paid mailing list if they haven’t re-submitted a subscription form with payment after 30 days. It’s a great way to maximize your readers’ engagement while minimizing the amount of time you’re spending micro-managing your lists. [![](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-and-mailpoet-recipe-with-recurring-payment-structure-749x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-and-mailpoet-recipe-with-recurring-payment-structure.png) ### **Build an Email Opt-in That Defies Gravity** With a Gravity Forms and MailPoet integration, you can help your subscribers choose which of your newsletters is right for them. With this Automator recipe, we’re able to allow our new subscribers to decide which of our mailing lists suits their needs. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type. Because we want anyone to be able to subscribe to our paid newsletter, even casual site visitors, select *Everyone*. **Step 2: Name Your Recipe** We’ve named this recipe *Marketing Email Opt-In*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Gravity Forms**. From the drop-down list, select *A form is submitted with a specific value in a specific field*. [![gravity forms trigger a form is submitted with a specific value in a specific field](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-a-form-is-submitted-with-a-specific-value-in-a-specific-field.png)](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-a-form-is-submitted-with-a-specific-value-in-a-specific-field.png) Automator will then prompt you to select the field and input the value. In our example, we’re allowing our new subscribers to decide how frequently they want to receive our marketing newsletter. In our Gravity Forms registration form, they can select from “Daily” to “Special Occasions Only”. We’re creating this recipe for those who have selected “Daily”. [![gravity forms trigger specific field and value configuration](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-specific-field-and-value-configuration.png)](https://automatorplugin.com/wp-content/uploads/2023/07/gravity-forms-trigger-specific-field-and-value-configuration.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **MailPoet**. From the drop-down list that appears, select *Add a subscriber to a list* and fill out the fields using tokens. **Step 5: Go Live!** Toggle your recipe from *Draft* to *Live* and let your users tell you how best to communicate with them! [![connect gravity forms to mailpoet recipe marketing email opt-in](https://automatorplugin.com/wp-content/uploads/2023/07/connect-gravity-forms-to-mailpoet-recipe-marketing-email-opt-in.png)](https://automatorplugin.com/wp-content/uploads/2023/07/connect-gravity-forms-to-mailpoet-recipe-marketing-email-opt-in.png) Once you’ve gotten the hang of creating more Automator recipes, you can start to use advanced features such as multiple actions, filters and delays. Take this recipe, for example, that allows our existing subscribers to pick and choose which of our MailPoet lists they want to sign up for all from one Gravity Forms submission! [![connect gravity forms to mailpoet recipe marketing newsletter sign up preferences](https://automatorplugin.com/wp-content/uploads/2023/07/connect-gravity-forms-to-mailpoet-recipe-marketing-newsletter-sign-up-preferences-727x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/07/connect-gravity-forms-to-mailpoet-recipe-marketing-newsletter-sign-up-preferences.png) ## **Don’t Stop Automating Now!** Now that you know how to connect Gravity Forms to MailPoet, it’s time to start making some Automator recipes of your own. And keep in mind that Automator can do a whole lot more than just connect astronauts to poets. Automator has [100+ integrations](https://automatorplugin.com/integrations/) with more on the way so you can connect Gravity Forms and MailPoet to just about anything. Want to round out your membership options? Connect Gravity Forms to [WooCommerce Memberships](https://automatorplugin.com/share/woocommerce-memberships/). Need some help getting more subscribers for your MailPoet newsletter? Connect your MailPoet lists to [OptinMonster](https://automatorplugin.com/share/optinmonster/). What are some of the Gravity Forms or MailPoet integrations that you’d like to see? Let us know in the comments section below! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Tag and Segment GiveWP Donors in ActiveCampaign](https://automatorplugin.com/how-to-tag-and-segment-givewp-donors-in-activecampaign/) **Published:** August 2, 2023 **Author:** Brendan Da Costa **Content:** *Learn how to tag and segment GiveWP donors in ActiveCampaign with Uncanny Automator—the #1 automation and integration plugin.* [![tag and segment givewp donors in activecampaign featured image](https://automatorplugin.com/wp-content/uploads/2023/08/tag-and-segment-givewp-donors-in-activecampaign-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/08/tag-and-segment-givewp-donors-in-activecampaign-featured-image.png) Do you want to know how to tag and segment your GiveWP donors in ActiveCampaign? Of course you do! That’s why you’re here. And lucky that you are. This ActiveCampaign + GiveWP integration is the ultimate solution for all of your donor management needs. In this article, we’ll show you how easy it is to connect ActiveCampaign to GiveWP with Uncanny Automator so that you can tag and segment your donors in your CRM. As the #1 automation and integration plugin for WordPress websites, Automator makes it easy to integrate ActiveCampaign and GiveWP—and all of your other favorite apps and plugins! Without further ado, let’s get “active” and “give” this integration the spotlight it deserves. ## **What You’ll Need** Before we dive into setting up your GiveWP and ActiveCampaign integration, let’s make sure that we have all of the tools we need. ### [**GiveWP**](https://automatorplugin.com/share/givewp/) If you’re still trying to decide whether or not GiveWP is the right plugin to handle your fundraising campaigns, then maybe we can help you decide. GiveWP has all of the essential features that you’ll require for collecting donations such as customizable donor forms, recurring subscriptions, multiple payment gateways and payment history. [![givewp homepage](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-homepage.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-homepage.png) When it comes to donor management, GiveWP gives you the ability to create donor notes so that you can get to know your donors on a more personal level. And because GiveWP integrates with Uncanny Automator, you won’t need to purchase half a dozen add-ons or extensions in order to fully integrate GiveWP into your broader fundraising efforts. [If you haven’t already, then “give” yourself a gift and get started with GiveWP today.>>>](https://automatorplugin.com/share/givewp/) ### [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign/) If you’re running a fundraising website, then you’re going to need a CRM that is as big as your heart—and purse. That CRM is likely to be ActiveCampaign. [![activecampaign homepage](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-homepage.png)](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-homepage.png) Standard email marketing features such as email automation, contact segmentation and lead scoring make ActiveCampaign an easy choice to manage and connect with your growing list of donors. But advanced features, such as transactional emails, makes it a no-brainer. And because Uncanny Automator supports ActiveCampaign integrations, you can take this CRM to the next level. [Get proactive today and start your free trial with ActiveCampaign.>>>](https://automatorplugin.com/share/activecampaign/) ### [**Uncanny Automator**](https://automatorplugin.com/pricing/) Whenever you find yourself asking, “How do I connect this plugin to the other?” just think of Uncanny Automator. As the #1 no-code automation and integration tool, there isn’t a better tool for streamlining your workflows and saving yourself time and money. [![](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-plugin-homepage.png)](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-plugin-homepage.png) Using combinations of triggers and actions called recipes, Automator integrates all of your favorite apps and plugins. For ActiveCampaign and GiveWP users, you’ll find a two-way integration that makes donor management a dream. Whether you want to tag and segment GiveWP donors in ActiveCampaign, automatically generate donor notes or even create unique WooCommerce offers for your GiveWP donors, Automator has you covered. [Get started with Uncanny Automator to integrate ActiveCampaign and GiveWP.>>>](https://automatorplugin.com/pricing/) ## **Tag and Segment GiveWP Donors in ActiveCampaign** Now that you have everything you need, it’s time to integrate ActiveCampaign and GiveWP. [![givewp activecampaign integration auto-tagging recipe](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-auto-tagging-recipe.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-auto-tagging-recipe.png) In just five steps, we’ll show you how to set up the recipe pictured above so that you too can tag and segment your GiveWP donors in ActiveCampaign. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type. If your GiveWP donations are not limited to logged-in WordPress users then select *Everyone*. [![recipe type everyone](https://automatorplugin.com/wp-content/uploads/2023/07/recipe-type-everyone.png)](https://automatorplugin.com/wp-content/uploads/2023/07/recipe-type-everyone.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *ActiveCampagin + GiveWP Integration: Auto-Tagging* based on the integrations involved. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **GiveWP**. [![automator integrations givewp](https://automatorplugin.com/wp-content/uploads/2023/08/automator-integrations-givewp.png)](https://automatorplugin.com/wp-content/uploads/2023/08/automator-integrations-givewp.png) From the drop-down list that appears, select *A donation is made via a form*. [![givewp trigger a donation is made via a form](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-trigger-a-donation-is-made-via-a-form.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-trigger-a-donation-is-made-via-a-form.png) Automator will prompt you to select your donation form. After you’ve selected the form, click **Save**. Your trigger should look something like this: [![givewp trigger a donation is made via a form live](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-trigger-a-donation-is-made-via-a-form-live.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-trigger-a-donation-is-made-via-a-form-live.png) **Step 4: Configure Your Action(s)** Because our recipe is open to anyone, we’re assuming that most donors will be new donors. As such, we’ll need two actions; one to add this new GiveWP donor to ActiveCampaign and a second action to add a tag to our newly created contact. To set up the first action, in the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **ActiveCampaign**. (Automator will prompt you to connect your ActiveCampaign account using your *Account URL* and your *API key*. You find that information in your ActiveCampaign account under *Settings* > *Developer*.) [![automator integrations activecampaign not connected](https://automatorplugin.com/wp-content/uploads/2023/08/automator-integrations-activecampaign-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2023/08/automator-integrations-activecampaign-not-connected.png) After you’ve connected your ActiveCampaign account, a drop-down list will appear. Select *Add a contact to ActiveCampaign*. [![activecampaign action add a contact to activecampaign](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-action-add-a-contact-to-activecampaign.png)](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-action-add-a-contact-to-activecampaign.png) Automator will then prompt you to enter the email address that you would like to add as a contact in ActiveCampaign. You can use *tokens* (i.e., dynamic pieces of data pulled from your website and from within Automator recipes) to fill out these fields. To select the GiveWP email token, click on the **Asterisk** then expand the list of *Triggers* tokens and select *Email* under the GiveWP trigger that we configured in the previous step. [![givewp email token](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-email-token-.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-email-token-.png) Use tokens to fill out the remaining fields. (Note: There is a checkbox at the bottom of the window. In order to avoid creating duplicate contacts, check the box.) [![givewp email, first name and last name tokens](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-email-first-name-and-last-name-tokens.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-email-first-name-and-last-name-tokens.png) Once you’re finished, click **Save**. Your action should look like this: [![activecampaign action add a contact to activecampaign live](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-action-add-a-contact-to-activecampaign-live.png)](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-action-add-a-contact-to-activecampaign-live.png) Now that we’ve added this new GiveWP donor to ActiveCampaign, we can add a tag to the contact. Once again, in the *Actions* panel, click **Add action** and select **ActiveCampaign**. From the drop-down list that appears, select *Add a tag to a contact*. [![activecampaign action add a tag to a contact](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-action-add-a-tag-to-a-contact.png)](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-action-add-a-tag-to-a-contact.png) Automator will then prompt you to select one of your existing ActiveCampaign tags. Alternatively, you can use tokens to create dynamic tags. In the *Email* field, select the GiveWP email token as with the first action we configured. [![givewp form title token and email token](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-form-title-token-and-email-token.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-form-title-token-and-email-token.png) Once you’re finished, click **Save**. Your actions should now looking something like this: [![activecampaign actions live](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-actions-live.png)](https://automatorplugin.com/wp-content/uploads/2023/08/activecampaign-actions-live.png) (Note: Automator actions will complete in the order in which they appear in the recipe builder. These actions are in the correct order, however, in the future you can rearrange your actions by hovering over them and using the tab on the left to rearrange them.) **Step 5: Go Live!** All that’s left for you to do now is to toggle your recipe from *Draft* to *Live*. [![givewp activecampaign integration auto-tagging recipe](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-auto-tagging-recipe.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-auto-tagging-recipe.png) ## **More GiveWP + ActiveCampaign Integrations** With Uncanny Automator, there is no limit to the GiveWP and ActiveCampaign integrations that you can come up with. Why stop at just tagging your contacts? For example, you could automatically add big donors to an ActiveCampaign VIP list with this recipe: [![givewp activecampaign integration vip donors recipe](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-vip-donors-recipe.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-vip-donors-recipe.png) And the integration works both ways. If there are members of your team that don’t have access to ActiveCampaign but still need to know some details about donors, you can create donor notes based on ActiveCampaign triggers. [![givewp activecampaign integration donor notes recipe](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-donor-notes-recipe.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-donor-notes-recipe.png) Finally, Automator integrates more than 100 apps and plugins so that you can consolidate your tech stack and save costs. Try showing your VIP donors some extra appreciation with a [WooCommerce](https://automatorplugin.com/share/woocommerce/) coupon code and a message to your sales team to tell them about your new big donor. [![givewp activecampaign integration vip donors recipe with woocommerce and slack integrations](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-vip-donors-recipe-with-woocommerce-and-slack-integrations.png)](https://automatorplugin.com/wp-content/uploads/2023/08/givewp-activecampaign-integration-vip-donors-recipe-with-woocommerce-and-slack-integrations.png) What are some of the GiveWP and ActiveCampaign integrations that you would like to see? Let us know in the comments section below or subscribe to our newsletter for more automation and integration news! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Start a Paid Newsletter with Gravity Forms and MailPoet](https://automatorplugin.com/how-to-start-a-paid-newsletter-with-gravity-forms-and-mailpoet/) **Published:** August 16, 2023 **Author:** Brendan Da Costa **Content:** *Learn how to start a paid newsletter with Gravity Forms and MailPoet to monetize your website, enhance memberships and connect with your audience.* ![paid newsletter with gravity forms and mailpoet featured image](https://automatorplugin.com/wp-content/uploads/2023/08/paid-newsletter-with-gravity-forms-and-mailpoet-featured-image.png)Are you trying to start a paid newsletter with Gravity Forms and MailPoet? Maybe you’re trying to monetize your blog. Perhaps you want to round out your membership benefits with an exclusive mailing list. Or, maybe, you’re just interested in delivering premium content directly to paying subscribers. Whatever your exact purpose for wanting to connect Gravity Forms to MailPoet, you’ve landed on the right page. In just a few short steps, we’ll show you how to connect Gravity Forms to MailPoet so you can to start a paid newsletter subscription. You’ll be able to: - process payments with Gravity Forms - add new contacts to MailPoet lists - remove contacts from MailPoet lists - integrate your Gravity Forms + MailPoet paid newsletter with your other apps and plugins Let’s find out how to create a paid and poetic newsletter that defies gravity! ## What You’ll Need Back in the day, a pen, paper and postage stamps were all you would have needed to start a paid newsletter. While you could, technically, still make that work today, these WordPress plugins make it a lot easier to reach your readers—and you won’t have to lick icky postage stamps. Create compelling subscription forms with Gravity Forms to capture subscribers’ information, draft beautiful emails with MailPoet and combine the two powerhouse plugins with Uncanny Automator. ### [**Uncanny Automator**](https://automatorplugin.com/pricing) Integrating your favorite apps and WordPress plugins is always easiest with [Uncanny Automator](https://automatorplugin.com/pricing). As the #1 no-code automation and integration tool for WordPress, you can use Automator to connect Gravity Forms to MailPoet—and so much more! [![uncanny automator homepage](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-1024x529.png)](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage.png) In the next section of this article, we’ll be using Automator Pro features to get our paid newsletter up and running. [Try Automator risk-free for 14 days so that you can follow along.>>>](https://automatorplugin.com/pricing) ### [**Gravity Forms**](https://automatorplugin.com/share/gravityforms) Whether you are already using [Gravity Forms](https://automatorplugin.com/share/gravityforms) or you’re considering switching from another form-building plugin, Gravity Forms is a great way to run registration for your paid newsletter. [![](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-homepage-1024x552.png)](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-homepage.png) A drag-and-drop builder along with the ability to use custom CSS empowers you to design a stellar form that maximizes registrations. Advanced features such as paginated forms and conditional logic also give you the ability to collect more helpful information about your new paying subscribers. To accept payments with Gravity Forms, you will need at least a [Pro License](https://automatorplugin.com/share/gravityforms). [![](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-pro-and-elite-add-ons-1024x705.png)](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-pro-and-elite-add-ons-1024x705.png) After you’ve purchased your Gravity Forms license, you’ll need to set up your Stripe and/or PayPal add-ons to accept payments. If you don’t know how to set up a registration form with a payment field, Gravity Forms offers [this step-by-step guide](https://www.gravityforms.com/blog/how-to-take-subscriptions-with-stripe/). Alternatively, find the abridged version below: 1. From your WordPress Admin Sidebar, navigate to *Forms* > *Addons*. 2. In the *Gravity Forms Add-Ons* page, find **Stripe Add-On** and click on **Install** then **Activate**. 3. Connect your Stripe account to Gravity Forms by navigating to *Forms* > *Settings* > *Stripe*. Follow the instructions to connect your Stripe account. (If you do not have a Stripe account, don’t worry. You [can register for a free Stripe account here](https://dashboard.stripe.com/register).) 4. Create a form with payment fields. You can easily use the **Stripe Checkout Form** template to save time. 5. Set up a Stripe feed by navigating to *Forms > Settings > Stripe*. For a paid newsletter, choose *Subscription* for the *Transaction type*. If you’re unsure if Gravity Forms is the right form-building plugin for your paid newsletter, you can always [register for the demo](https://www.gravityforms.com/gravity-forms-demo/). If you need to upgrade your license or, if you’re ready to hit “Send” on your paid newsletter now, then [get your Gravity Forms Pro license today](https://automatorplugin.com/share/gravityforms).>>> ### [**MailPoet**](https://automatorplugin.com/share/mailpoet/) If you’ve been using [MailPoet](https://automatorplugin.com/share/mailpoet/) to connect with your customers, then you already know that it is one of the most elegant and affordable CRMs for WordPress users. With dozens of pre-built email templates and a drag-and-drop builder, you can create stunning emails in minutes. [![mailpoet homepage](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-homepage-1024x648.png)](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-homepage.png) If you’re just getting started with a mailing list and have less than 1,000 subscribers, then you can [sign-up for MailPoet for FREE](https://automatorplugin.com/share/mailpoet/). Unlike most other CRMs, MailPoet’s free plan includes all of the features that you need to start building a professional email newsletter. As your email list grows, you can easily scale up to paid plans. [![mailpoet plan features comparison](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-plan-features-comparison-1001x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-plan-features-comparison.png) [If you haven’t already, get started with MailPoet today.>>>](https://automatorplugin.com/share/mailpoet/) ## **Start a Paid Newsletter with Gravity Forms and MailPoet** Now that you have everything you need, it’s time to connect Gravity Forms to MailPoet so that you can start collecting payments and adding contacts to your mailing list. [![paid newsletter with gravity forms and mailpoet](https://automatorplugin.com/wp-content/uploads/2023/08/paid-newsletter-with-gravity-forms-and-mailpoet-1024x651.png)](https://automatorplugin.com/wp-content/uploads/2023/08/paid-newsletter-with-gravity-forms-and-mailpoet.png) In Automator, automations are called [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that automate workflows across apps and plugins. Follow the five steps below to recreate the recipe pictured above. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type. Because we want any and all visitors to our website to have the ability to subscribe to our paid newsletter, select *Everyone*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** We’re pretty confident that you’ll love making recipes enough to start calling yourself a chef. As such, it’s important to give your recipes a name that makes them easy to recognize at a glance. For example, we’ve named this recipe *Paid Newsletter with Gravity Forms and MailPoet*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Gravity Forms**. [![automator gravity forms integration](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png) From the drop-down list that appears, select *A form is submitted with payment*. [![gravity forms trigger a form is submitted with payment](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-trigger-a-form-is-submitted-with-payment-1024x465.png)](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-trigger-a-form-is-submitted-with-payment.png) Automator will prompt you to select your paid newsletter registration form. After you’ve selected your paid newsletter registration form, click **Save**. Your trigger should look something like this: [![gravity forms trigger a form is submitted with payment live](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-trigger-a-form-is-submitted-with-payment-live-1024x369.png)](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-trigger-a-form-is-submitted-with-payment-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **MailPoet**. [![automator mailpoet integration](https://automatorplugin.com/wp-content/uploads/2023/08/automator-mailpoet-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/08/automator-mailpoet-integration.png) From the drop-down list that appears, select *Add a subscriber to a list*. [![mailpoet action add a subscriber to a list](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-action-add-a-subscriber-to-a-list-1024x449.png)](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-action-add-a-subscriber-to-a-list.png) Automator will prompt you to fill out the information for your new subscriber. You can use *tokens* to accomplish this. In Automator, *tokens* are dynamic pieces of information pulled from your recipe’s trigger(s) or directly from your WordPress website. To select tokens, click on the **Asterisk** next to the field. From the drop-down list that appears, select the token you want to populate the field with. In our case, we want to populate the *Email* field with the email address that our new subscriber entered into the Gravity Forms email field. [![mailpoet-email-field-with-gravity-forms-email-token](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-email-field-with-gravity-forms-email-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/07/mailpoet-email-field-with-gravity-forms-email-token.gif) Fill out the remaining fields using tokens from your Gravity Forms registration form. Automator will also give you the option to disable the confirmation email. For a paid newsletter, it’s probably best to add the subscriber directly to the mailing list and to confirm their subscription with an email receipt. [![mailpoet subscriber information with gravity forms tokens](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-subscriber-information-with-gravity-forms-tokens-1024x929.png)](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-subscriber-information-with-gravity-forms-tokens.png) After you’ve filled out all of the fields using Gravity Forms tokens, click **Save**. Automator will then prompt you to select the MailPoet list(s) to which you would like to add your new subscriber. We’ve selected our *Paid Newsletter Mailing List*. When you’re finished, click **Save**. Your action should look something like this: [![mailpoet action add the user to a list live](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-action-add-the-user-to-a-list-live-1024x481.png)](https://automatorplugin.com/wp-content/uploads/2023/08/mailpoet-action-add-the-user-to-a-list-live.png) **Step 5: Start Writing Your Emails!** You’re just about done. All that’s left for you to do is to toggle your new recipe from *Draft* to *Live*. [![paid newsletter with gravity forms and mailpoet](https://automatorplugin.com/wp-content/uploads/2023/08/paid-newsletter-with-gravity-forms-and-mailpoet-1024x651.png)](https://automatorplugin.com/wp-content/uploads/2023/08/paid-newsletter-with-gravity-forms-and-mailpoet.png) Congratulations! Your paid newsletter with Gravity Forms and MailPoet is all ready to enter your subscribers’ inboxes! ## **More Integrations with Automator** Automator integrates *all* of [your favorite apps and WordPress plugins](https://automatorplugin.com/integrations/). Once you’ve gotten your newsletter running like a printing press, try adding more features to continue growing your mailing list. Take this Automator recipe for example, where we’ve created an industry-related BuddyBoss group for our paid newsletter subscribers so they can network and share industry insights. [![paid newsletter with gravity forms mailpoet and buddyboss](https://automatorplugin.com/wp-content/uploads/2023/08/paid-newsletter-with-gravity-forms-mailpoet-and-buddyboss-956x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/08/paid-newsletter-with-gravity-forms-mailpoet-and-buddyboss.png) What tasty recipes will you cook up with Automator? Let us know in the comments section below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases --- ### [How to Notify LearnDash Users About New Courses](https://automatorplugin.com/how-to-notify-learndash-users-about-new-courses/) **Published:** September 14, 2023 **Author:** Brendan Da Costa **Content:** *Notify all of your LearnDash students, educators and administrators about new courses with Uncanny Automator!* [![learndash new course noitification featured image](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-new-course-noitification-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-new-course-noitification-featured-image.png) Are you looking for a way to notify your LearnDash users about a new course? Or maybe you’ve made some changes to existing course material that your users should know about? Well, search no further. You’ve landed on the right page! With the Uncanny Automator “loops” feature, you can run actions on users in bulk to send out special broadcasts and bulletins. It’s like a digital PA system right at your fingertips! In this quick guide, we’ll walk you through the easiest and most efficient way to notify all of your LearnDash users about new and exciting courses. ## **What You’ll Need** Once upon a time, educators would have had to stand in the schoolyard and shout into a megaphone to make announcements to the student body. Similarly, administrators and compliance officers would have had to comb through an employee directory before sending out a broadcast. Today, however, when you integrate LearnDash with Uncanny Automator, all of the shouting and sorting happens automatically. ### [**LearnDash**](https://automatorplugin.com/share/learndash) If you haven’t decided quite yet on which LMS is best for you, then allow us to introduce you to [**LearnDash**](https://automatorplugin.com/share/learndash)! As the leading LMS for WordPress websites, LearnDash has all of the features you need to create a fully immersive online learning environment. [![](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage-1024x539.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage.png) Build courses, quizzes and entire curricula in just minutes. Then use content restriction features such as memberships and groups to create a learning platform that is as powerful as it is dynamic. [**Get ready, set and LearnDash today.>>>**](https://automatorplugin.com/share/learndash) ### [**Uncanny Automator**](https://automatorplugin.com/pricing) Here’s a special news bulletin for the whole student body: [**Uncanny Automator**](https://automatorplugin.com/pricing) is the #1 automation and integration tool for LearnDash! Automate dozens (or even hundreds) of LearnDash tasks, from awarding certificates to appointing Group Leaders and much more. [![uncanny automator homepage](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-1024x529.png)](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage.png) Automator also integrates LearnDash with all of your favorite apps and plugins. Connect LearnDash to your CRM of choice, such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) or [**Mailchimp**](https://automatorplugin.com/share/mailchimp/). Host learning conferences and take attendance with your favorite events management plugin. Even collect student feedback with any number of form-building plugins, from [**WPForms**](https://automatorplugin.com/share/wpforms) to [**Gravity Forms**](https://automatorplugin.com/share/gravityforms). Uncanny Automator is a **FREE forever** plugin that you can use to save time and money on your WordPress website, regardless of whether or not you’re a LearnDash user. Nevertheless, throughout this article, we’ll be using a powerful automation feature called “Loops” that is only included in Automator Pro. But don’t feel like you can’t join in on the fun. [**Try Automator Pro risk-free for 14 days so that you can follow along.>>>**](https://automatorplugin.com/pricing) ## **Notify LearnDash Users About a New Course** Now that you have Uncanny Automator all set up, it’s time to start spreading the good word about your new course or course content! [![](https://automatorplugin.com/wp-content/uploads/2023/09/notify-learndash-users-about-new-course-recipe-1024x907.png)](https://automatorplugin.com/wp-content/uploads/2023/09/notify-learndash-users-about-new-course-recipe.png) In Automator, automations are called [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that create integrated workflows across apps and plugins. In the following five steps, we’ll show you how to recreate the recipe pictured above so you can notify LearnDash users about your new course. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type. In our example, we want to notify our LearnDash users about a new course whenever we, as a WordPress administrator, publish one. As such, select *Logged-in users* and click **Confirm**. [![automator-recipe-type-window-logged-in-users](https://automatorplugin.com/wp-content/uploads/2023/04/7-—-Uncanny-Automator-Recipe-Type-Logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/04/7-—-Uncanny-Automator-Recipe-Type-Logged-in-users.png) **Step 2: Name Your Recipe** Beef Wellington. Shepherd’s Pie. Macaroni and Cheese. Every good recipe needs a name. Give this recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *New Course Email Notification*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/05/image-13.png)](https://automatorplugin.com/wp-content/uploads/2023/05/image-13.png) From the drop-down list that appears, select *A user publishes a post*. [![](https://automatorplugin.com/wp-content/uploads/2023/09/wordpress-trigger-a-user-publishes-a-post-1024x570.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wordpress-trigger-a-user-publishes-a-post.png) Automator will prompt you to select a post type. From the drop-down list, select *Course*. [![](https://automatorplugin.com/wp-content/uploads/2023/09/post-type-course.png)](https://automatorplugin.com/wp-content/uploads/2023/09/post-type-course.png) After selecting your post type, click **Save**. Your trigger should look like this: [![](https://automatorplugin.com/wp-content/uploads/2023/09/wordpress-trigger-a-user-publishes-a-post-live-1024x358.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wordpress-trigger-a-user-publishes-a-post-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add** > **User loop**. [![](https://automatorplugin.com/wp-content/uploads/2023/09/automator-add-user-loop-1024x301.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-add-user-loop.png) Now, any actions that you include inside of the *Loops* panel will run on any and all users who match specific criteria that you define. Let’s start by defining that criteria. We want to notify all of our LearnDash Group Leaders about the new course that we’ve just released. To do this, hover over *User Criteria* in the *Loops* panel and click on the **Edit** icon. In the pop-up window that appears, you can configure the exact user criteria for your looped action(s) as follows: [![](https://automatorplugin.com/wp-content/uploads/2023/09/loop-user-filter-user-has-role-group-leader.gif)](https://automatorplugin.com/wp-content/uploads/2023/09/loop-user-filter-user-has-role-group-leader.gif) Once you’ve configured your criteria, your *Loops* panel should look like this: [![](https://automatorplugin.com/wp-content/uploads/2023/09/loop-user-filter-user-has-role-group-leader-1024x431.png)](https://automatorplugin.com/wp-content/uploads/2023/09/loop-user-filter-user-has-role-group-leader.png) Now, any action that we add in the *Loops* panel will run on any and all users who match the criteria that we’ve just defined. Let’s now add our first action. Inside the *Loops* panel, click on **Add action** and select **Email** from the menu of available integrations. [![](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-emails.png) From the drop-down list that appears, select *Send an email*. Automator will then present you with an editor. The *From* and *From name* fields will already have been auto-filled (you can change those values if you want but they are the same default values from your WordPress website). In the *To* field, click on the **Asterisk** and select the *User email* token. [![](https://automatorplugin.com/wp-content/uploads/2023/09/automator-user-email-token.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-user-email-token.png) Automator will “loop” through every user on your WordPress website who matches the criteria that we previously defined, retrieve their email and use that as a dynamic input in this field. Use the *Subject* and *Body* fields to write compelling copy about your exciting new course. When you’re finished, click **Save**. Your looped action should look like this: [![](https://automatorplugin.com/wp-content/uploads/2023/09/looped-action-send-an-email-live-1024x893.png)](https://automatorplugin.com/wp-content/uploads/2023/09/looped-action-send-an-email-live.png) **Step 5: Go Live!** Are you ready to share your new course with the entire world? Or, maybe, just notify the LearnDash users that you’ve selected? All you have to do now is toggle your recipe from *Draft* to *Live*! [![](https://automatorplugin.com/wp-content/uploads/2023/09/notify-learndash-users-about-new-course-recipe-1024x907.png)](https://automatorplugin.com/wp-content/uploads/2023/09/notify-learndash-users-about-new-course-recipe.png) ## **More Integrations, More Notifications** At the start of this walkthrough, we promised you the digital equivalent of a megaphone. While email notifications are great, they’re not exactly “mega”. Thankfully, Automator has tons of other integrations to help you spread the word about exciting new course content. Integrate LearnDash with Slack, [**WhatsApp**](https://automatorplugin.com/share/whatsapp/) and Twilio to get in touch with your LearnDash users. Alternatively, let the whole world know about your course content with social media integrations such as Facebook, Twitter (X) and [**LinkedIn**](https://automatorplugin.com/share/linkedin-pages/). Eager to get the word out there? Read our step-by-step tutorial on integrating WordPress with various social media platforms by [clicking here](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/). Just replace the post type in the example with “Course” and go viral! You can also integrate LearnDash with Google Sheets to keep a running change log of course updates. With Automator, there really isn’t any limit to the possibilities. Have any questions about LearnDash notifications? Let us know in the comments section below and we’ll get back to you! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** learndash --- ### [Enroll Users in LearnDash Groups + Courses with Gravity Forms](https://automatorplugin.com/enroll-users-in-learndash-groups-courses-with-gravity-forms/) **Published:** September 27, 2023 **Author:** Brendan Da Costa **Content:** *Boost your group and course enrollment numbers with this easy-to-use and powerful LearnDash and Gravity Forms integration.* [![LearnDash and Gravity Forms integration featured image](https://automatorplugin.com/wp-content/uploads/2023/09/LearnDash-and-Gravity-Forms-integration-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/09/LearnDash-and-Gravity-Forms-integration-featured-image.png) Are you looking for a way to enroll users in LearnDash groups and courses using Gravity Forms? If so, you’ve landed on the right page! In this quick step-by-step guide, we’ll show you how to connect LearnDash to Gravity Forms using Uncanny Automator. With this powerful WordPress integration tool, you’ll be able to automate your enrollment process for free and paid courses and groups alike. Read through this simple guide to boost your enrollment numbers! p.s. Make sure to check out more of the amazing LearnDash and Gravity Forms integrations at the bottom of this page. ## **What You’ll Need** Creating a simple and seamless enrollment process is a top priority for all online educators and administrators. With these three plugins, you can automate the entire enrollment process, from payment and registration all the way through to graduation! Here are the tools you’ll need to follow along. ### [**Uncanny Automator**](https://automatorplugin.com/pricing) Integrating your favorite apps and plugins is always easiest with [**Uncanny Automator**](https://automatorplugin.com/pricing). As the #1 integration and automation tool for WordPress, Automator gives you the power to fully integrate LearnDash and Gravity Forms. [![](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-plugin-homepage.png)](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-plugin-homepage.png) Whether you want to automate your registration process or your entire LMS, Automator is the plugin that can help you make that happen. Throughout most of this article, we’ll be using the **FREE** version of Automator. However, to fully integrate LearnDash and Gravity Forms, you’ll need Uncanny Automator Pro. [**Try Automator free for 14 days.>>>**](https://automatorplugin.com/pricing) ### [**Gravity Forms**](https://automatorplugin.com/share/gravityforms) LearnDash is the leading LMS for WordPress users. Powerful as it is, however, there are times when you’ll want the flexibility of a dedicated WordPress form-building plugin such as [**Gravity Forms**](https://automatorplugin.com/share/gravityforms). With a drag-and-drop builder (and the ability to use custom CSS) Gravity Forms makes it easy to customize every step of your course and group enrollment process. Advanced features such as paginated forms and conditional logic also give you the ability to collect more accurate information about your new registrants. [![gravity forms homepage](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-homepage-1024x552.png)](https://automatorplugin.com/wp-content/uploads/2023/08/gravity-forms-homepage.png) There is no free version of Gravity Forms but you won’t need an astronaut’s salary to take advantage of this premium plugin. You can always [register for the demo](https://www.gravityforms.com/gravity-forms-demo/) to try it out or [**get your Gravity Forms Pro license starting at $159/year.>>>**](https://automatorplugin.com/share/gravityforms) ### [**LearnDash**](https://automatorplugin.com/share/learndash) [**LearnDash**](https://automatorplugin.com/share/learndash) is the most powerful LMS plugin for WordPress users, designed to revolutionize the way you deliver online courses and educational content. Create, sell and manage interactive and engaging online course content with LearnDash. [![learndash homepage](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage-1024x539.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage.png) LearnDash comes with all of the essential features needed to operate a best-in-class LMS. From a user-friendly course builder to intuitive progress tracking and the ability to form groups and award certificates, LearnDash brings the entire campus online. [**If you haven’t already, then get started with LearnDash today.>>>**](https://automatorplugin.com/share/learndash) ## **Enroll Users in LearnDash Courses** Free introductory courses are a great way to boost your registration numbers and get new users excited about your online content. In this step-by-step guide, we’ll show you how to register new users in a free LearnDash course from a Gravity Forms form submission. [![free learndash course enrollment with gravity forms](https://automatorplugin.com/wp-content/uploads/2023/09/free-learndash-course-enrollment-with-gravity-forms-1024x903.png)](https://automatorplugin.com/wp-content/uploads/2023/09/free-learndash-course-enrollment-with-gravity-forms.png) Nevertheless, we’re pretty sure that you have a specific registration workflow in mind that brought you to this article. As such, we’ll also show you how to make small changes to this automation to suit your specific needs, including enrollment for paid courses and groups. Without further ado, let’s get started! **Step 1: Create a New Recipe** In Automator, automations are called [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that automate workflows across apps and plugins. To create this recipe, from your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) A pop-up window will appear where you can select your recipe type. Because we are using our free course as a lead magnet, we want any and all visitors to our website to have the ability to enroll. As such, select *Everyone*. **Step 2: Name Your Recipe** Once you’ve gotten the hang of creating recipes, you’ll never want to leave the kitchen—figuratively speaking, of course. As such, we recommend coming up with a naming convention for your recipes that makes them easy to recognize at a glance. For example, we’ve named this recipe *Free LearnDash Course Enrollment With Gravity Forms*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Gravity Forms**. [![automator gravity forms integration](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/08/automator-gravity-forms-integration.png) From the drop-down list that appears, select *A form is submitted*. [![gravity forms trigger a form is submitted](https://automatorplugin.com/wp-content/uploads/2023/09/gravity-forms-trigger-a-form-is-submitted-1024x506.png)](https://automatorplugin.com/wp-content/uploads/2023/09/gravity-forms-trigger-a-form-is-submitted.png) Automator will prompt you to select a form. From the drop-down list, select the form that you have created for your free course registration. If you haven’t created a registration form yet, check out this [Getting Started with Gravity Forms tutorial](https://www.gravityforms.com/get-started-create-embed-form/#:~:text=To%20create%20your%20first%20form,you%20would%20like%20to%20add.). (If you are using a free course as a lead magnet, we recommend keeping the number of form fields to a minimum to encourage registration.) Once you’ve selected your form, click **Save**. Your trigger should look something like this: [![gravity forms trigger a form is submitted live](https://automatorplugin.com/wp-content/uploads/2023/09/gravity-forms-trigger-a-form-is-submitted-live-1024x354.png)](https://automatorplugin.com/wp-content/uploads/2023/09/gravity-forms-trigger-a-form-is-submitted-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **LearnDash**. [![automator-learndash-integration](https://automatorplugin.com/wp-content/uploads/2023/04/4-Automator-LearnDash.png)](https://automatorplugin.com/wp-content/uploads/2023/04/4-Automator-LearnDash.png) From the drop-down list that appears, *Enroll the user in a course*. [![learndash action enroll the user in a course](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-action-enroll-the-user-in-a-course-1024x367.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-action-enroll-the-user-in-a-course.png) Because we selected *Everyone* as our recipe type, Automator will need information to complete the recipe. In the pop-up window that appears, click on **Set user data**. [![automator we need user information](https://automatorplugin.com/wp-content/uploads/2023/09/automator-we-need-user-information.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-we-need-user-information.png) At the top of the *Actions* panel, click on **New user**. [![automator new user](https://automatorplugin.com/wp-content/uploads/2023/09/automator-new-user-1024x383.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-new-user.png) Automator will then present you with an editor where you can fill out the new user’s information. Needless to say, we want these fields to populate dynamically—i.e., we want Automator to create new users with the information they provide. We’ll use *tokens* (dynamic pieces of data pulled from across your WordPress website and even from within recipes) to fill out these fields. In the field labeled *First name*, click on the **Asterisk**. From the drop-down list that appears, select the *First Name* token from your free course registration form. [![gravity forms first name token](https://automatorplugin.com/wp-content/uploads/2023/09/gravity-forms-first-name-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/09/gravity-forms-first-name-token.gif) Repeat the same process for the *Last name* and *Email* fields along with any other fields with relevant user data. At the bottom of the editor, set the new user’s role and whether or not to automatically log them in upon completion of the recipe. You can choose what to do if the user already exists. If you want to keep the free course open to new users only, then select *Do nothing*. If you want your existing users to be able to register for the free course as well, then choose *Select existing user* and match the email from their form submission to their registered email. When you’re finished, click **Save**. The top of your *Actions* panel should look something like this: [![automator actions will be run on new users](https://automatorplugin.com/wp-content/uploads/2023/09/automator-actions-will-be-run-on-new-users-1024x376.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-actions-will-be-run-on-new-users.png) Next, click the blue highlighted text, **a course**, in your LearnDash action. Automator will prompt you to select your free lead magnet course from the drop-down list. [![learndash free lead magnet course](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-free-lead-magnet-course.gif)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-free-lead-magnet-course.gif) Once you’re finished, click **Save**. Your *Actions* panel should look something like this: [![learndash action enroll the user in a course live](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-action-enroll-the-user-in-a-course-live-1024x781.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-action-enroll-the-user-in-a-course-live.png) **Start 5: Enroll and Engage!** You’re just one click away from gravity-defying enrollment numbers! All that’s left for you to do now is to toggle the recipe from *Draft* to *Live*. [![free learndash course enrollment with gravity forms](https://automatorplugin.com/wp-content/uploads/2023/09/free-learndash-course-enrollment-with-gravity-forms-1024x903.png)](https://automatorplugin.com/wp-content/uploads/2023/09/free-learndash-course-enrollment-with-gravity-forms.png) Here’s a pro tip for you: run a limited promotion and encourage sign-ups by restricting the number of spots available in your free course. To do so, simply set the total number of times that this recipe can run to the number of spots available in your free course. With a LearnDash and Gravity Forms integration like this, new registrants will be tripping over themselves in a mad dash to sign-up for your courses. ## **More LearnDash and Gravity Forms Integrations** Now that you’ve gotten the hang of making recipes, try out these enrollment-boosting automations. ### **Enroll Users in Paid Courses** If you want to process LearnDash payments and enrollment fees with Gravity Forms, [**Automator Pro**](https://automatorplugin.com/pricing) can help you make it happen. [![learndash + gravity forms paid course access](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-gravity-forms-paid-course-access-1024x852.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-gravity-forms-paid-course-access.png) To accept payments with Gravity Forms and replicate the recipe pictured above, you will need at least a [**Pro License**](https://automatorplugin.com/share/gravityforms). After you’ve purchased your Gravity Forms license, you’ll need to set up your Stripe and/or PayPal add-ons to accept payments. If you don’t know how to set up a registration form with a payment field, Gravity Forms offers [this step-by-step guide](https://www.gravityforms.com/blog/how-to-take-subscriptions-with-stripe/). Alternatively, find the abridged version below: ### **Enroll Users in LearnDash Groups** Education is always more fun in groups. With [**Automator Pro**](https://automatorplugin.com/pricing), you can easily integrate LearnDash and Gravity Forms to get new users signed up with the right groups. [![LearnDash + Gravity Forms Group and Course Registration](https://automatorplugin.com/wp-content/uploads/2023/09/LearnDash-Gravity-Forms-Group-and-Course-Registration-1024x957.png)](https://automatorplugin.com/wp-content/uploads/2023/09/LearnDash-Gravity-Forms-Group-and-Course-Registration.png) In this recipe, we’ve simply added a second action to add new registrants to the group associated with our paid course. ## **More Integrations** LearnDash and Gravity Forms are just [**two of the hundreds of WordPress integrations**](https://automatorplugin.com/integrations/) you can unlock with Uncanny Automator. After you’ve gotten your new users enrolled in your courses and groups, help them get the supporting course material they need with ecommerce integrations like [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) or [**Easy Digital Downloads**](https://automatorplugin.com/share/easy-affiliate/). And don’t forget to keep them in the loop with a CRM integration like [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**MailPoet**](https://automatorplugin.com/share/mailpoet/) or [**Groundhogg**](https://automatorplugin.com/share/groundhogg). What are some LearnDash and Gravity Forms integrations that you would like to see? Let us know in the comments section below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** gravity forms, learndash --- ### [WPForms + Google Calendar Integration with Uncanny Automator](https://automatorplugin.com/wpforms-google-calendar-integration-with-uncanny-automator/) **Published:** September 29, 2023 **Author:** Brendan Da Costa **Content:** *Conquer your calendar with this WPForms and Google Calendar integration! Send WPForms entries to Google Calendar using the #1 WordPress automation plugin, Uncanny Automator.* [![wpforms + google calendar integration blog post featured image](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-blog-post-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-blog-post-featured-image.png) Are you looking for a way to add events to Google Calendar from WPForms submissions? Or, maybe you want to allow your site visitors to register for existing Google Calendar events with a WPForms sign-up sheet? Well, mark this day down in your diary as the day you found the solution to your WPForms and Google Calendar integration woes! With Uncanny Automator, you can easily send WPForms entries to Google Calendar to create new events, add event/meeting attendees or even allow users to unregister. In this easy-to-follow guide, we’ll walk you through connecting WPForms to Google Calendar with Uncanny Automator. Without further ado, let’s conquer that calendar! ## **What You’ll Need** Forget that old almanac and throw away your tattered timetable. For WordPress site owners and developers, these are the only three tools you’ll need to properly manage your calendar. ### [Uncanny Automator](https://automatorplugin.com/pricing) Whenever you find yourself asking, “How do I connect this plugin to the other one?” just think of [**Uncanny Automator**](https://automatorplugin.com/pricing). As the #1 automation and integration tool for WordPress users, Automator can connect all of your favorite apps and plugins to create seamless automated workflows. [![uncanny automator homepage](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-1024x529.png)](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage.png) Automate repetitive tasks (such as creating Google Calendar events), reduce bloatware on your website and save thousands of dollars in redundant addons and extensions. Moreover, Automator is the most economical choice for automating your WordPress website. Unlike the other options out there, Automator doesn’t charge any per automation fees. This means that you can fill up your Google Calendar with as many WPForms entries as you want and never have to worry about the cost. Google Calendar is an app integration, meaning that you’ll need Automator Pro to connect it to WPForms. However, if you [**download Automator for FREE**](https://wordpress.org/plugins/uncanny-automator/) and register your account, you will receive a limited number of credits to try out app integrations such as Google Calendar, Zoom and LinkedIn amongst dozens of others. [**Get Automator Pro now to follow along.>>>**](https://automatorplugin.com/pricing) ### [WPForms](https://automatorplugin.com/share/wpforms) As the most popular form-building plugin for WordPress, [**WPForms**](https://automatorplugin.com/share/wpforms) is both beginner-friendly and feature rich. With its intuitive drag-and-drop interface and an ever-growing list of field types, it’s not difficult to see why WordPress users prefer WPForms. [![wpforms homepage](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-homepage-1024x518.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-homepage.png) WPForms comes packed with over 1,000 pre-built templates, meaning that you’re never more than a few clicks away from optimized forms. The free version of WPForms has all of the features that most WordPress users will ever want or need. Paid versions of WPForms, however, will unlock more fields such as *Address* and *Date/Time* that make creating Google Calendar events easier. Additionally, WPForms Pro and Elite come with payment processing power so you can schedule Google Calendar events, register event attendees and accept payments at the same time. We’ll be using both WPForms Lite and Pro features throughout this article so select the plan that works best for you. [**Get started with WPForms today.>>>**](https://automatorplugin.com/share/wpforms) ### [Google Calendar](https://automatorplugin.com/share/google-calendar/) WordPress site owners and developers don’t immediately think of external apps such as [**Google Calendar**](https://automatorplugin.com/share/google-calendar/) when trying to figure out how to manage their busy schedules. But with Uncanny Automator and WPForms, you can easily bring the scheduling power of Google Calendar directly to your WordPress website. [![google calendar homepage](https://automatorplugin.com/wp-content/uploads/2023/09/google-calendar-homepage-1024x727.png)](https://automatorplugin.com/wp-content/uploads/2023/09/google-calendar-homepage.png) [**Stop clinging to that old almanac and get started with Google Calendar.>>>**](https://automatorplugin.com/share/google-calendar/) ## **Create Google Calendar Events from WPForms Entries** In this section, we’ll show you how to create Google Calendar events from WPForms entries, just like in the automation pictured below. [![wpforms google calendar integration create event](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-create-event-1024x602.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-create-event.png) You’re five steps away from creating your first WPForms + Google Calendar integration. Let’s get to it! **Step 1: Create a New Recipe** In Automator, automations are called [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that automate workflows across apps and plugins. To create your first recipe, from your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type; either *Logged-in users* or *Everyone*. The recipe type that you select will depend on the type of Google Calendar events that you want to create from WPForms entries. For example, if you wanted to give your site visitors the ability to create service appointments, you might select *Everyone*. Alternatively, if you want to restrict access and permissions to your Google Calendar, then you might select *Logged-in users*. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) For illustrative purposes, we’ve selected *Everyone* but this recipe works the same if you choose *Logged-in users* as your recipe type. **Step 2: Name Your Recipe** Come up with a naming convention for your recipes. For example, we’ve chosen to name this recipe *WPForms + Google Calendar Integration: Create Event* based on the integrations involved and the workflow. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WPForms**. [![automator integrations wordpress](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-wpforms.png) From the drop-down list that appears, select *A form is submitted*. [![wpforms trigger a form is submitted](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-trigger-a-form-is-submitted-1024x440.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-trigger-a-form-is-submitted.png) Automator will prompt you to select the form that you’ve created to add events in Google Calendar. (Note: You can configure this form to suit your needs but we recommend including these fields in order to fill out a Google Calendar event: *Event Title*, *Address/Location*, *Description*, *Start Date*, *Start Time*, *End Date*, *End Time*, *Attendees*.) After you’ve selected your form, click **Save**. Your trigger should look something like this: [![wpforms trigger a form is submitted live](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-trigger-a-form-is-submitted-live-1024x307.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-trigger-a-form-is-submitted-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Google Calendar**. [![automator integrations google calendar not connected](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-google-calendar-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-integrations-google-calendar-not-connected.png) You’ll have to connect your Google account to Automator in order to complete the integration. Fortunately, this only takes a few seconds and even fewer clicks. After clicking on the **Google Calendar** integration, this pop-up window will appear: [![automator connect google account](https://automatorplugin.com/wp-content/uploads/2023/09/automator-connect-google-account-1024x458.png)](https://automatorplugin.com/wp-content/uploads/2023/09/automator-connect-google-account.png) If you have downloaded the free version of Automator, make sure to collect your complimentary credits. Next, click **Connect account** and follow the prompts to complete the integration. After you’ve connected your Google account to Automator, return to the recipe editor. From the drop-down list that appears, select *Add an event to a Google Calendar*. [![google calendar action add an event to a google calendar](https://automatorplugin.com/wp-content/uploads/2023/09/google-calendar-action-add-an-event-to-a-google-calendar-1024x356.png)](https://automatorplugin.com/wp-content/uploads/2023/09/google-calendar-action-add-an-event-to-a-google-calendar.png) Automator will present you with an editor where you can configure the details of the Google Calendar event. We’ll fill in these details using [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/)—i.e., dynamic bits of data pulled from your WordPress website and even from within recipes. Our event creation form (the one we selected in Step 3) has fields that correspond to the fields of a Google Calendar event. The entries in those fields are the tokens that we’ll use. To select a token, click on the **Asterisk** in a field then click on the token(s) you want to have entered in that field. For example, we’ve selected the *Event Title* token for the *Title* field in our Google Calendar event. [![wpforms google calendar integration tokens](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-tokens.gif)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-tokens.gif) Fill out the remaining fields using tokens then click **Save**. Your completed action should look like this: [![google calendar action add an event to a google calendar live](https://automatorplugin.com/wp-content/uploads/2023/09/google-calendar-action-add-an-event-to-a-google-calendar-live-1024x460.png)](https://automatorplugin.com/wp-content/uploads/2023/09/google-calendar-action-add-an-event-to-a-google-calendar-live.png) (Note: If you have a field in your WPForms form for event attendees, make sure that your site visitors and users know to separate the email address of each attendee with a comma. For example, in our form, we used a simple *Paragraph Text* field and included this description as instructions for our site visitors: *Enter the email address of the event attendees. Please separate each email address with a comma. For example: johndoe@email.com, janedoe@email.com*.) [![wpforms event attendees field description](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-event-attendees-field-description-1024x390.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-event-attendees-field-description.png) **Step 5: Conquer Your Calendar!** You’re just one click away from conquering your calendar. The only thing left for you to do now is to toggle your recipe from *Draft* to *Live*. [![wpforms google calendar integration create event](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-create-event-1024x602.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-create-event.png) Congratulations! You’ve just made your first WPForms + Google Calendar integration. But, why stop now? Check out more awesome ways that Automator can connect WPForms to Google Calendar below. ## **Add Event Attendees to Google Calendar from WPForms** [![wpforms google calendar integration amazing wordpress event](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-amazing-wordpress-event-1024x668.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-amazing-wordpress-event.png) With Automator, you can easily add attendees to Google Calendar events from WPForms entries. In the recipe pictured above, we’re able to add attendees to our *Amazing WordPress Event* from a WPForms entry submitted with PayPal payment. We’re also able to cap our event attendance at 50 (or any number of our choosing) by adjusting the number of times that our recipe will run. Recreate this recipe to fit into your busy schedule. ## **More Integrations** Automator has [**well over 100 integrations**](https://automatorplugin.com/integrations/) so we don’t have to stop at just connecting WPForms to Google Calendar. With CRM integrations such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign), [**Drip**](https://automatorplugin.com/share/drip/) and [**Mailchimp**](https://automatorplugin.com/share/mailchimp/), you can incorporate your calendar with your marketing automation to drive conversions. [![wpforms google calendar integration amazing wordpress event 2](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-amazing-wordpress-event-2-970x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/09/wpforms-google-calendar-integration-amazing-wordpress-event-2-970x1024.png) You can even connect your Google Calendar with LMS plugins like [**LearnDash**](https://automatorplugin.com/share/learndash) to award certificates for event attendance! With time-saving automations and integrations like this we predict that your calendar is about to clear up. Have any questions about Automator? Want some help setting up your WPForms and Google Calendar integrations? Drop us a line in the comments sections below and we’ll (automatically) pencil you into our calendar! Until then, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** google sheets, wpforms --- ### [New Integrations: Constant Contact & Memberium for Keap](https://automatorplugin.com/new-integrations-constant-contact-memberium-for-keap/) **Published:** October 26, 2023 **Author:** Ryan Moore **Content:** We’re excited to announce that [Uncanny Automator 5.2](https://wordpress.org/plugins/uncanny-automator/) is now available, and it’s another big release. Besides 2 new integrations, there’s a lot happening under the hood, including some significant improvements that will affect all users. ### New integration: Constant Contact [Constant Contact](https://automatorplugin.com/integration/constant-contact/) is a user-friendly email marketing platform that can now be connected to Automator recipes. In the 5.2 release, we’re adding 4 new actions: - Add a contact to a list - Add a tag to a contact - Create or update a contact - Delete a contact [![Constant Contact for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2023/10/Constant-Contact-for-Automator-1024x469.png)](https://automatorplugin.com/wp-content/uploads/2023/10/Constant-Contact-for-Automator.png) This new integration allows use cases like adding a contact to a list when they submit a form or complete a purchase and tagging a user when they complete a course so that you can initiate an automation in Constant Contact. ### New integration: Memberium for Keap With [Memberium for Keap](https://automatorplugin.com/integration/memberium-keap/), you can connect your WordPress site directly to Keap to automate member access, profile updates, personalized automations and more. This new integration with Memberium adds 1 action in the free version: Update a contact field. With it, you can have WordPress profile updates, form submissions, purchases and more update contact records in Keap. (Additional actions are now available in [Automator Pro 5.2](https://automatorplugin.com/pricing/).) [![Memberium for Keap for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2023/10/Memberium-for-Keap-for-Uncanny-Automator-1024x472.png)](https://automatorplugin.com/wp-content/uploads/2023/10/Memberium-for-Keap-for-Uncanny-Automator.png) ### Mautic – Part 2 When we initially released the [Mautic integration](https://automatorplugin.com/integration/mautic/), we had some great customer feedback about how to make it more useful. Most of it was related to the use of segments, so we’re excited to announce these new actions: - Add a contact to a segment - Create a segment - Remove a contact from a segment With these new additions, you can do things like add a student to a segment when they pass a quiz or remove a contact from a segment when a product purchase is refunded. ### Fluent Support There’s one more trigger that rounds out the free [Uncanny Automator 5.2](https://wordpress.org/plugins/uncanny-automator/) release: A ticket is opened in [Fluent Support](https://automatorplugin.com/integration/fluent-support/). Maybe you want a [Slack](https://automatorplugin.com/integration/slack/) notification when a new ticket is opened, or maybe you pair it with Automator Pro’s conditions to get better incoming ticket triage, like sending a [WhatsApp](https://automatorplugin.com/integration/whatsapp/) message if the user submitting the ticket has a VIP tag or is from a certain organization. ### Other Automator 5.2 additions As mentioned at the beginning of this post, there are a few *really* important changes in this release. This one is **huge**: We now support manual retries of webhook actions. Suppose you have 2 WordPress sites, one with [WooCommerce](https://automatorplugin.com/integration/woocommerce/) where you market courses, one with [LifterLMS](https://automatorplugin.com/integration/lifterlms/) where users take the courses. Someone buys a course, but the Lifter site is down for maintenance–so the webhook to set the user up as a new student with course access fails. Now you can go back into the log to see the failure, rerun the webhook, and get everything back on track. As we strive to make Automator as lean and performant as possible, we have made some big framework changes to reduce memory usage. Along the same lines, we have maintained PHP 5.6 support for a very long time to ensure maximum compatibility, but as [WordPress itself no longer supports it](https://en-ca.wordpress.org/about/requirements/), we will also require PHP 7.0 or higher in future releases. (Yes, this is also already very old and few other plugins even support 7.0, but we still do our best to work well in as many environments as we can.) Automator 5.2 makes big changes to the [Twitter](https://automatorplugin.com/integration/twitter/) settings UI. Besides a name change to X/Twitter, we have made it far easier to use your own Twitter developer app with Automator. There’s a new filter to control outgoing emails in recipes for testing: automator\_send\_email. Using that filter, you can turn off emails for a specific user ID (across all Automator recipes) or a specific recipe ID. This addresses feedback from some users that sometimes they want to test recipes out that need to stay live, but they don’t want their tests to trigger real emails to users. Finally, users of our [Uncanny Toolkit Pro for LearnDash plugin](https://www.uncannyowl.com/downloads/uncanny-learndash-toolkit-pro/) will *greatly* appreciate that when the Group Registration module is active, we have new “Group signup URL” tokens available for actions in [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/) and [LearnDash](https://automatorplugin.com/integration/learndash/) integrations. This means that you could have an [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) purchase create a group, then send the purchaser a link to the unique registration URL that students can visit to add themselves to that new group. That covers the highlights for this release. For full details, make sure to review the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Pro Actions, Loop Filters & Conditions](https://automatorplugin.com/new-pro-actions-loop-filters-conditions/) **Published:** October 26, 2023 **Author:** Ryan Moore **Content:** [Uncanny Automator Pro 5.2](https://automatorplugin.com/pricing/) is now available, with lots of new support for our [Memberium for Keap](https://automatorplugin.com/integration/memberium-keap/) integration and a diverse set of new filters and conditions that will greatly assist sites that are using [User Loops](https://automatorplugin.com/knowledge-base/user-loops/). ### New Memberium actions To supplement [Uncanny Automator 5.2’s introduction of a Memberium for Keap integration](https://automatorplugin.com/new-integrations-constant-contact-memberium-for-keap/), the Pro plugin adds these new Memberium actions: - Add a tag to a contact - Remove a tag from a contact - Add or remove contact tag(s) - Add the user to a membership level - Remove the user from a membership level [![Memberium for Keap for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2023/10/Memberium-for-Keap-for-Uncanny-Automator-1024x472.png)](https://automatorplugin.com/wp-content/uploads/2023/10/Memberium-for-Keap-for-Uncanny-Automator.png) These greatly extend what the integration can do, as it can now support use cases like: - When users cancel a subscription, remove them from a membership level - When users complete a series of courses, add a certification tag - When users pass an onboarding quiz, add them to a membership level ### Other New actions Beyond the new Memberium actions, the following are now available to Pro users: - [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/): Delete the entry that matches an entry ID - [LearnDash](https://automatorplugin.com/integration/learndash/): Mark a quiz complete for the user - LearnDash: Mark a quiz not complete for the user - [WPCode](https://automatorplugin.com/integration/wpcode/): Create a code snippet ### New action conditions Conditions and filters are incredibly useful tools for segmenting users and personalizing workflows on a site. They’re especially valuable for loops and targeting the right users with the right actions. Given their utility, here are 11 new conditions to make your recipes even better: - WordPress: The user’s ID meets a condition - [BuddyBoss](https://automatorplugin.com/integration/buddyboss/): The user has a value in an Xprofile field - BuddyBoss: The user does not have a value in an Xprofile field - BuddyBoss: The user is a member of a group - BuddyBoss: The user is not a member of a group - [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/): The user has not purchased a download - Easy Digital Downloads: The user has purchased a download - [Memberium for Keap](https://automatorplugin.com/integration/memberium-keap/): The user has a membership level - Memberium for Keap: The user does not have a membership level - [WooCommerce](https://automatorplugin.com/integration/woocommerce/): The user has not purchased a product a number of times in the past number of days - WooCommerce: The user has purchased a product a number of times in the past number of days All of these conditions are incredible; here are some examples of how they might be used in recipes: - When a Run Now recipe is initiated, send an email to all users with “Developer” in an Xprofile “job title” field. - When a form is submitted, enroll users in a course, then revoke access 24 hours later if they haven’t purchased the associated Easy Digital Downloads product. - When a user purchases a Woo product, queue a coupon email to go in 6 months *if* they have made fewer than 3 purchases since that initial purchase. ### New User Loop filters User Loops are the biggest new feature of the past year and put Automator well ahead of other automation and integration solutions. To make them as efficient as possible, we use loop “filters” to make sure we only target the right accounts when we first build a list of users on which to run actions in a loop. Using filters is recommended to reduce memory requirements and improve performance when you run loops. The Automator Pro 5.2 release adds 4 new loop filters: - [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/): The user does not have an active membership to a product - WooCommerce Memberships: The user has an active membership to a product - BuddyBoss: The user is in a group - BuddyBoss: The user is not in a group If you’re asking, “Couldn’t I just add these as conditions for my actions instead?” And the answer is “Yes!”, the end results are the same, but filters at the loop level are just a bit more efficient at building user lists before loops run and conditions are evaluated. ### Incoming webhook data logging If you do advanced work with webhook data from other systems, you may have wished for an easier way to see *all* incoming webhook data, not just what gets mapped when a sample is collected. Want to see security headers and the raw request parameters? No problem. Just check the Automator logs to get full details of what was received via incoming webhooks: [![Incoming webhook properties](https://automatorplugin.com/wp-content/uploads/2023/10/Incoming-webhook-properties.png)](https://automatorplugin.com/wp-content/uploads/2023/10/Incoming-webhook-properties.png) That wraps up the highlights for today’s [Uncanny Automator Pro 5.2 release](https://automatorplugin.com/pricing/). Details of all changes are, of course, available in the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Track H5P Content Completions in Google Sheets](https://automatorplugin.com/how-to-track-h5p-content-completions-in-google-sheets/) **Published:** October 20, 2023 **Author:** Brendan Da Costa **Content:** *Get more insights out of your interactive WordPress elements! Track H5P content completions in Google Sheets with Uncanny Automator.* [![track-h5p-completions-in-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2023/10/track-h5p-completions-in-google-sheets-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/10/track-h5p-completions-in-google-sheets-featured-image.png) Hey there, fellow WordPress wizards! Have you been trying to find a way to connect H5P to Google Sheets? If so, then you have arrived at precisely the right destination. In this step-by-step guide, we’ll show you how to track H5P completions in [**Google Sheets**](https://automatorplugin.com/share/google/) using [**Uncanny Automator**](https://automatorplugin.com/pricing). Unleash the power of Google Sheets on your interactive learning material to make data-driven decisions, monitor users’ progress and customize learning paths. The best part? With H5P and Automator, you won’t need wizard-like coding skills to create interactive content or to automate your data collection and processing. Alright WordPress wizards, break out your wands (or your mouse and keyboard) and let’s get into it! ## Why Track H5P Content Completions in [Google Sheets](https://automatorplugin.com/share/google/)? WordPress users don’t often think of using external apps to help improve their website and workflows. However, tracking H5P content completions in [**Google Sheets**](https://automatorplugin.com/share/google/) can improve your WordPress website in many ways. [![google-sheets-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage-1024x1005.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage.png) Education administrators and instructors as well as training and compliance officers will love this H5P + Google Sheets integration. Here are the top five reasons why you should track H5P completions in Google Sheets. 1. **Progress Monitoring and Accountability** Tracking H5P completions in Google Sheets allows for easy monitoring of individual or group progress in completing the interactive content. This tracking helps to ensure that learners are engaging with the material and making progress in a timely manner. 2. **Performance Analysis and Improvement** By recording H5P completions, educators and content creators can analyze how learners are interacting with the content. This analysis can identify areas where learners may be struggling or excelling, enabling adjustments to the content to enhance effectiveness and learning outcomes. 3. **Individualized Learning Paths** Tracking H5P completions can provide insights into each learner’s progress and preferences. This information can be used to tailor subsequent learning experiences, creating personalized learning paths that match each learner’s pace, style, and level of understanding. 4. **Attendance and Participation Records** H5P completions can serve as a measure of attendance and participation in online courses or training sessions. By tracking when learners complete H5P activities, instructors can have a clear record of engagement and participation for grading purposes or course evaluation. 5. **Data-Driven Decision Making** Utilizing Google Sheets to track H5P completions allows for the collection of data that can inform data-driven decision-making. This can include decisions related to instructional design, content improvement, resource allocation, and overall course or program evaluation based on completion rates and patterns. By integrating H5P completion tracking into Google Sheets with [**Automator**](https://automatorplugin.com/pricing), you can make informed decisions. In the next sections, we’ll show you how to enhance the learning experience and optimize the effectiveness of educational materials. ## [What is Uncanny Automator?](https://automatorplugin.com/pricing) We’ll be using [**Uncanny Automator**](https://automatorplugin.com/pricing) to connect H5P to Google Sheets. If you’ve never heard of Uncanny Automator before, there’s just one thing you need to know: it’s the #1 WordPress integration and automation tool. [![automator-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage-1024x572.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-homepage.png) Using combinations of triggers and actions called *recipes*, Automator allows you to connect all of your favorite apps and plugins to create seamlessly automated workflows. For H5P users, Automator takes care of your repetitive tasks so you can spend more time creating content and less time managing it. H5P is an integration that comes with an Automator Pro license so you’ll need a paid version of the plugin to follow along. However, unlike other automation and integration apps and plugins, Automator doesn’t charge per automation fees. This makes Automator the most economical choice for H5P users seeking to automate their content management and integrate it with their other apps and plugins. [**Try Automator Pro risk-free for 14 days to follow along.>>>**](https://automatorplugin.com/pricing) ## **Create a Recipe to Track H5P Content Completions in Google Sheets** Now that you have Uncanny Automator, it’s time to conduct some WordPress wizardry. In this section, we’ll walk you through recreating the recipe pictured below to track H5P content completions in Google Sheets. [![track-h5p-content-completions-in-google-sheets-recipe](https://automatorplugin.com/wp-content/uploads/2023/10/track-h5p-content-completions-in-google-sheets-recipe-1024x661.png)](https://automatorplugin.com/wp-content/uploads/2023/10/track-h5p-content-completions-in-google-sheets-recipe.png) After that, we’ll show you some other amazing H5P integrations to help make your interactive content more, well, interactive. Let’s get to it. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** As a WordPress wizard, you know that good spells have names—and so do good Automator recipes. We recommend coming up with a naming convention for your recipes that makes them easy to recognize at a glance. For example, we’ve named this *Track H5P Content Completions in Google Sheets*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **H5P**. [![automator-h5p-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-h5p-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-h5p-integration.png) From the drop-down list that appears, select *A user completes H5P content*. [![h5p-trigger-a-user-completes-h5p-content](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-trigger-a-user-completes-h5p-content-1024x447.png)](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-trigger-a-user-completes-h5p-content.png) Automator will prompt you to select the H5P content completions that you want to track in Google Sheets. You can select *Any content* if you want to capture all content completions or something specific. After selecting your content, click **Save**. Your action should look something like this: [![h5p-trigger-a-user-completes-h5p-content-live](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-trigger-a-user-completes-h5p-content-live-1024x421.png)](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-trigger-a-user-completes-h5p-content-live.png) **Step 5: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Google Sheets**. [![automator-google-sheets-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png) If you haven’t already, you will need to connect your Google account to Automator. After clicking on the **Google Sheets** integration, this pop-up window will appear: [![automator-connect-google-account-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets.png) Click **Connect account** and follow the prompts. After you’ve connected your Google account to Automator, return to the recipe editor. From the drop-down list that appears, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-create-a-row-in-a-google-sheet-1024x332.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-create-a-row-in-a-google-sheet.png) Automator will prompt you to select the specific *Drive*, *Spreadsheet* and *Worksheet* where you would like to track content completions. After locating the worksheet where you want to track content completions, click **Get columns**. [![google-sheets-get-columns](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-get-columns-919x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-get-columns.png) (Note: Automator will take the first value in each populated column from your worksheet and put it in a *Column* field as a column heading.) We’re going to use *tokens* (dynamic pieces of data pulled from across your WordPress website and even from within recipes) to fill out the *Value* fields. In other words, we want to create new rows of data in our Google Sheets worksheet with dynamic content. To select a token, click on the **Asterisk** in each *Value* field and select the dynamic data that corresponds to your *Column* heading. For example, we have selected the *Content* token from our H5P trigger to populate the *Content* column our Google Sheet and the *User first name* token to populate the corresponding column. [![google-sheets-h5p-automator-tokens](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-h5p-automator-tokens.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-h5p-automator-tokens.gif) Once you have filled in each *Value* field with your desired token or value, click **Save**. Your action should look like this: [![google-sheets-action-create-a-row-in-a-google-sheet-live](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-create-a-row-in-a-google-sheet-live-1024x459.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-create-a-row-in-a-google-sheet-live.png) **Step 5: Go Live!** You’re just about to track your H5P content completion in Google Sheets! All that’s left for you to do is to toggle your recipe from *Draft* to *Live*. [![track-h5p-content-completions-in-google-sheets-recipe-live](https://automatorplugin.com/wp-content/uploads/2023/10/track-h5p-content-completions-in-google-sheets-recipe-live-1024x661.png)](https://automatorplugin.com/wp-content/uploads/2023/10/track-h5p-content-completions-in-google-sheets-recipe-live.png) Now that you’ve gotten the hang of making Automator recipes, let’s take a look at some of the more advanced automations you could make. ## More H5P Integrations with [Uncanny Automator](https://automatorplugin.com/pricing) Uncanny Automator has [**253 integrations**](https://automatorplugin.com/integrations/) with more on the way all of the time. That means that there’s no shortage of amazing recipes you can make with H5P to improve your interactive content. Here are just a few of the recipes that we know will help you to get the most out of your interactive content. ### **Connect H5P to Your CRM** Once you’ve started tracking your users’ H5P content completions, you can easily start to personalize their learning experience. Connect H5P to your CRM of your choice—from [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) to [**Mailchimp**](https://automatorplugin.com/share/mailchimp/) and [**MailPoet**](https://automatorplugin.com/share/mailpoet/)—to give your users the content that they interact with most. [![h5p-google-sheets-mailpoet-integration](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-google-sheets-mailpoet-integration-1024x733.png)](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-google-sheets-mailpoet-integration.png) In the recipe pictured above, for example, we’re keeping track of the users who complete any of our H5P content at least five (5) times. With a second action, we then add these very active users to our *Exclusive H5P Mailing List* in [**MailPoet**](https://automatorplugin.com/share/mailpoet/) because we know they’ll love that content too. ### Connect H5P to [LearnDash](https://automatorplugin.com/share/learndash) H5P integrates seamlessly with LMS such as LearnDash. That’s part of what makes it a favorite interactive content creation plugin for WordPress users. However, with Automator, you can further increase the level of integration between H5P and LearnDash to further improve user engagement. [![h5p-learndash-google-calendar](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-learndash-google-calendar-918x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-learndash-google-calendar.png) In the recipe pictured above, we’re able to give our LearnDash users the help they need to further their learning. Using Automator’s [*loops feature*](https://automatorplugin.com/knowledge-base/user-loops/), we’re able to enroll every user who has scored less than 60% on any of our interactive content to a *Remedial Course*. A second action invites the user to a Google Calendar event to discuss the *Remedial Course*. You can even add [*filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/) to the looped action(s) to target only certain LearnDash users, as we did with the modified actions pictured below. [![h5p-learndash-google-calendar-filtered-actions](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-learndash-google-calendar-filtered-actions-735x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-learndash-google-calendar-filtered-actions.png) ### Connect H5P to [WooCommerce](https://automatorplugin.com/share/woocommerce) Connecting your content creation plugin to your e-commerce platform seems like a no-brainer. With Uncanny Automator, connecting H5P to [**WooCommerce**](https://automatorplugin.com/share/woocommerce/) is actually so easy that it barely requires a brain. [![h5p-woocommerce-convertkit-integration](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-woocommerce-convertkit-integration-1024x811.png)](https://automatorplugin.com/wp-content/uploads/2023/10/h5p-woocommerce-convertkit-integration.png) In the recipe pictured above, we’re able to reward our users with $5 in store credit if they receive a score of 85% or more for any of our H5P content. A second action tags the user in [**ConvertKit**](https://automatorplugin.com/share/convertkit/) so we can keep track of who took advantage of our amazing offer. ## **Conclusion** So, there you have it! You’ve cast a spell to bridge the gap between H5P and Google Sheets! Now you’re never more than a wave of the wand (or a few clicks) away from effortless tracking, instant updates and easy reporting. Embrace the incredible technological solution that is the [**Uncanny Automator**](https://automatorplugin.com/pricing)! Want to know more about H5P integrations with Automator? Let us know in the comments section below and we’ll get right back to you! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas, Use Cases **Tags:** convertkit, google calendar, google sheets, h5p, learndash, mailpoet, woocommerce --- ### [Pro Tip: How to Create LearnDash Reports in Google Sheets](https://automatorplugin.com/pro-tip-how-to-create-learndash-reports-in-google-sheets/) **Published:** October 16, 2023 **Author:** Brendan Da Costa **Content:** *Instantaneously create LearnDash reports in Google Sheets with Uncanny Automator’s loops feature. Get inspired and gain insights with custom LearnDash reports.* [![learndash-reports-in-google-sheets-featured-image](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-reports-in-google-sheets-featured-image.png)](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-reports-in-google-sheets-featured-image.png) Hey there, LearnDash users! Have you been scratching your head wondering how to quickly create custom LearnDash reports? Well, fear not my friend. Uncanny Automator’s loops feature allows you to create custom LearnDash reports in Google Sheets with just a few clicks. In this detailed and easy-to-follow guide, we’ll show you how to create custom LearnDash reports with a Google Sheets integration. Quickly and easily collect your LearnDash data, analyze your users’ performance and bask in the glory of your well-organized, crystal-clear reports. Let’s get into it. ## **Introduction** In this LearnDash + Google Sheets reporting guide, we’ll show you how to create custom reports with the click of a button. However, before we get into the details, let’s answer some of your questions. **Can I create custom reports in LearnDash?** The short answer is, not without some help. Creating custom reports in LearnDash isn’t possible without some degree of programming knowledge. Or, for those of us who would simply rather point and click or drag and drop, you’ll need a plugin like Tin Canny Reporting or Uncanny Automator. **What are the benefits of creating custom LearnDash reports in Google Sheets?** Exporting your LearnDash data to Google Sheets gives you several advantages. For starters, you can share the information that you want with select members of your team without having to give them back-end access to your WordPress website. Additionally, you get to unleash the full analytical power of Google Sheets on your LearnDash data so that you can dive down into the details—where all of the learning happens! **How can I integrate LearnDash with Google Sheets?** Uncanny Automator is the #1 integration tool for WordPress users. Any time you find yourself asking, “How do I connect this plugin to the other one?” just think of Automator. We’ll give you a step-by-step walkthrough for integrating LearnDash and Google Sheets with Automator later on this article. For now, just know that it’s 100% possible—and unbelievably easy. ## **What do I need to create custom reports in LearnDash?** With the right plugins, you can export your LearnDash data to Google Sheets to create any kind of custom reports that you want. In this section, we’ll give you a quick overview of the tools that we’ll be using; Uncanny Automator, LearnDash and Google Sheets. ### [Uncanny Automator](https://automatorplugin.com/pricing) LearnDash users far and wide! Do you want to ace your LMS workflows? Then you’ll need a little cheat-sheet (a.k.a. the #1 automation and integration plugin for WordPress): [**Uncanny Automator**](https://automatorplugin.com/pricing/). This powerful plugin gives you the ability to connect all of your favorite apps and plugins so that you can automate your workflows and create seamless integrations. [![uncanny automator homepage](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-1024x529.png)](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage.png) Automator is packed full of features that LearnDash users, in particular, will love. Choose from dozens of LearnDash triggers and actions, integrate your LMS with your sales funnel and CRM and even add custom filters using conditions you define. You can start with Automator for FREE but you won’t find another automation or integration plugin that offers more value. Unlike other tools, Automator does not charge a per automation fee, meaning the more you automate, the more you save. We’ll be using Automator Pro features throughout this article to demonstrate Automator’s awesomeness. You can get started with Automator Pro risk-free for 14 days. [**Download Automator Pro to follow along.>>>**](https://automatorplugin.com/pricing/) ### [LearnDash](https://automatorplugin.com/share/learndash) Forget chalkboards and projectors. [**LearnDash**](https://automatorplugin.com/share/learndash) is the way of the future. As the leading LMS for WordPress, LearnDash allows you to design, market, and sell your own online courses, all from one place within minutes. [![learndash homepage](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage-1024x539.png)](https://automatorplugin.com/wp-content/uploads/2023/09/learndash-homepage.png) While LearnDash comes with its own native reporting features, it isn’t always possible to compile the data you need without an add-on or an extension. Or an amazing tool like Uncanny Automator. ### [Google Sheets](https://automatorplugin.com/share/google/) WordPress users often look for plugins, extensions or add-ons when trying to fill gaps in their tech stack. While the WordPress community does offer tons of great solutions, sometimes there’s just no replacement for an external app. Particularly when it comes to reporting, data collection and analytics, few apps are as powerful or as versatile as [**Google Sheets**](https://automatorplugin.com/share/google/). [![google-sheets-homepage](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage-1024x1005.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-homepage.png) With Uncanny Automator, you can integrate Google Sheets with your WordPress website without having to write a single line of code. If you don’t already have a Google account, setting one up is easy—and FREE! [**Get access to the full suite of Google apps and services today.>>>**](https://automatorplugin.com/share/google/) ## **Creating your First LearnDash Report in Google Sheets** Now that you have everything you need, let’s create your first LearnDash report in Google Sheets using Uncanny Automator. Automator works using [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that automate workflows across apps and plugins. [![learndash-google-sheets-report-gold-membership](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-google-sheets-report-gold-membership-730x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-google-sheets-report-gold-membership.png) In the recipe pictured above, we’re able to compile a report of all of our LearnDash students with a certain membership level who have not completed a particular course. Using some features that are unique to Automator, we can gather the information about these students that matter most to us. Let’s recreate the recipe pictured above. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type; either *Logged-in users* or *Everyone*. For this recipe, select *Everyone* and click **Confirm**. [![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone-1024x1017.png)](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) **Step 2: Name Your Recipe** Once you get the hang of making recipes with Automator (which, we promise, is easier than actually cooking something in the kitchen), you’ll be making them by the dozens. As such, we recommend coming up with a naming convention that makes it easy to recognize your recipes at a glance. For example, we’ve named this recipe *LearnDash + Google Sheets: Gold Members Report*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **Run now**. [![automator-integration-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-run-now.png) (Note: The **Run now** integration allows you to complete an automation on the spot and with a simple click of a button. If you want to learn more about the **Run now** integration, check out this useful article. We’ll also show you how to create a recipe with an automatic trigger to keep your new report up-to-date, but more on that later.) From the drop-down list that appears, select *Trigger recipe manually* and click **Save**. Your trigger should look like this: [![run-now-integration-trigger-recipe-manually](https://automatorplugin.com/wp-content/uploads/2023/10/run-now-integration-trigger-recipe-manually-1024x325.png)](https://automatorplugin.com/wp-content/uploads/2023/10/run-now-integration-trigger-recipe-manually.png) **Step 4: Configure Your User Loop** In the *Actions* panel, click **Add** > **User loop**. [![automator-add-user-loop](https://automatorplugin.com/wp-content/uploads/2023/10/automator-add-user-loop-1024x325.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-add-user-loop.png) Automator will automatically set the *User Criteria* to include any user who does not have the WordPress role “Administrator”. In other words, Automator will only “loop” through every WordPress user who is not a site administrator. You can choose to target users more specifically by clicking **Add condition**. **Step 5: Configure Your Action(s)** Inside your user loop, click on **Add action**. From the menu of available integrations, click on **Google Sheets**. [![automator-google-sheets-integration-not-connected](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-google-sheets-integration-not-connected.png) You’ll have to connect your Google account to Automator in order to complete the integration. Fortunately, this only takes a few seconds and even fewer clicks. After clicking on the **Google Sheets** integration, this pop-up window will appear: [![automator-connect-google-account-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-connect-google-account-google-sheets.png) If you have downloaded the free version of Automator, make sure to collect your complimentary credits. Next, click **Connect account** and follow the prompts to complete the integration. After you’ve connected your Google account to Automator, return to the recipe editor. From the drop-down list that appears, select *Create a row in a Google Sheet*. [![google-sheets-action-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-create-a-row-in-a-google-sheet-1024x332.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-create-a-row-in-a-google-sheet-1024x332.png) Automator will prompt you to select the *Drive*, *Spreadsheet* and *Worksheet* where you want to create your custom LearnDash report. For example, we have already created a Google Sheets worksheet entitled *LearnDash Gold Member Course Completion* with headings for each column we want to populate. After selecting your Google Sheets worksheet, click **Get columns**. (Note: After you click “Get columns”, Automator will retrieve the first value in each column and return that as the column heading.) We’re going to use [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) (dynamic pieces of data pulled from your WordPress website and even from within recipes) to populate our report. To select a token, click the **Asterisk** and select the corresponding token from the drop-down list that appears. [![google-sheets-user-first-name-token](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-user-first-name-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-user-first-name-token.gif) After you’ve populated each *Value* field with the correct token(s), click **Save**. Once you’re finished, your action should look like this: [![user-loop-google-sheets-create-a-row-in-a-google-sheet](https://automatorplugin.com/wp-content/uploads/2023/10/user-loop-google-sheets-create-a-row-in-a-google-sheet-1024x627.png)](https://automatorplugin.com/wp-content/uploads/2023/10/user-loop-google-sheets-create-a-row-in-a-google-sheet.png) **Step 6: Add Your Filter(s)** Now it’s time to add some filters to our Google Sheets action. These filters will allow us to further customize our LearnDash report. Hover over the Google Sheets action and click **Filter**. [![google-sheets-action-filter](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-filter-1024x585.png)](https://automatorplugin.com/wp-content/uploads/2023/10/google-sheets-action-filter.png) A pop-up window will appear where you can set the condition for your filter. As we stated at the start of this section, we want to compile a report of our members with a specific membership level. As such, we’ve selected *WooCommerce* > *The user has an active subscription to a product*. [![woocommerce-filter-the-user-has-an-active-subscription](https://automatorplugin.com/wp-content/uploads/2023/10/woocommerce-filter-the-user-has-an-active-subscription-932x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/woocommerce-filter-the-user-has-an-active-subscription-932x1024.png) Depending on the exact condition you’ve chosen, Automator will prompt you to configure the rest of your condition. (If the condition you selected has text in blue, it is an indicator that there will be more information for you to fill out.) For example, we selected the subscription product, *Gold Membership*. [![woocommerce-filter-select-subscription-product](https://automatorplugin.com/wp-content/uploads/2023/10/woocommerce-filter-select-subscription-product-1024x410.png)](https://automatorplugin.com/wp-content/uploads/2023/10/woocommerce-filter-select-subscription-product.png) Once you’re finished, click **Save**. Your Google Sheets action, with its filter, should look something like this: [![user-loop-google-sheets-action-with-woocommerce-filter](https://automatorplugin.com/wp-content/uploads/2023/10/user-loop-google-sheets-action-with-woocommerce-filter-999x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/user-loop-google-sheets-action-with-woocommerce-filter.png) To add the second filter, click **Add condition**. We’ve added the secondary condition to our filter, *LearnDash* > *The user has not completed a course*. [![learndash-filter-the-user-has-not-completed-a-course](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-filter-the-user-has-not-completed-a-course.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-filter-the-user-has-not-completed-a-course.gif) You can add as many filters as you’d like to further customize your LearnDash report. **Step 6: Run the Report!** You’re one click away from creating your very own custom LearnDash report in Google Sheets. All you need to do now is click **Run now** and watch Automator compile your LearnDash data! [![learndash-google-sheets-report-gold-membership-run-now](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-google-sheets-report-gold-membership-run-now-846x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/10/learndash-google-sheets-report-gold-membership-run-now.png) Now that you’ve created the report, why not use Automator to keep it updated? [![update-learndash-google-sheets-report](https://automatorplugin.com/wp-content/uploads/2023/10/update-learndash-google-sheets-report-1024x957.png)](https://automatorplugin.com/wp-content/uploads/2023/10/update-learndash-google-sheets-report.png) With the recipe pictures above, any time a new user purchases the *Gold Membership* and doesn’t complete the selected course within 30 days, we’ll automatically add them to the report that we’ve just created. ## **Create More LearnDash Reports in Google Sheets** Uncanny Automator has [**253 integrations**](https://automatorplugin.com/integrations/) with more on the way all of the time! With so many integrations at your fingertips, you can create just about any kind of LearnDash report you want. And with CRM integrations such as [**ActiveCampaign**](https://automatorplugin.com/share/activecampaign) and [**HubSpot**](https://automatorplugin.com/share/hubspot/), you can take immediate action on the insights that your LearnDash reports provide. How can we help you customize your LearnDash reports? Let us know in the comments section below and “report” right back to you! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases **Tags:** learndash --- ### [Automate BuddyBoss Group Memberships with WordPress Role Changes](https://automatorplugin.com/automate-buddyboss-group-memberships-with-wordpress-role-changes/) **Published:** October 3, 2023 **Author:** Brendan Da Costa **Content:** *Automatically add/remove WordPress users from BuddyBoss groups with the #1 automation and integration tool—Uncanny Automator.* ![automate-buddyboss-group-memberships-featured-image](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-featured-image.png)Welcome, WordPress buddies! Are you looking for a way to automate BuddyBoss group memberships? Well, look no further—a buddy in need is a buddy indeed! In this informative guide, we’ll walk you through the process of how to **automatically add and/or remove users from BuddyBoss groups** based on their role changes in WordPress. With this streamlined workflow, you can better manage your BuddyBoss group memberships, giving you more time for the things that matter—like socializing! ## **Introduction** *“Managing your WordPress users and BuddyBoss groups shouldn’t be a laborious task—and with Uncanny Automator, it doesn’t have to be. Integrating WordPress user role changes with BuddyBoss groups will empower you to work smarter, not harder.”* - **Why should you integrate WordPress user roles with BuddyBoss groups?** If you frequently adjust user roles in WordPress and need these changes to be reflected in BuddyBoss groups automatically, this how-to guide will be indispensable to you. It’s a simpler way to manage your BuddyBoss members and help them find the right groups. - **Who is this guide for?** Anyone managing a WordPress website with BuddyBoss integrations will find great value in this article. The process is simple enough for beginners, yet robust enough for advanced users. In the next sections, we’ll dive into the step-by-step instructions for implementing this game-changing automation. Now, let’s put our heads together and our fingers to the mouse. You’re just a few scrolls and clicks away from a better BuddyBoss groups experience. ## **What You’ll Need** Before we start creating some amazing **integrations**, we’ll need a few plugins. First, we’ll need [**Uncanny Automator**](https://automatorplugin.com/pricing)—a game-changing plugin for any WordPress website. Next, we’ll need [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/); a fantastic tool that lets you create your very own social network on WordPress. ### [Uncanny Automator](https://automatorplugin.com/pricing) When it comes to WordPress automation and integration, there is only one buddy that you’ll ever need: [**Uncanny Automator**](https://automatorplugin.com/pricing)! As the #1 integration and automation tool for WordPress websites, Automator allows you to connect all of your favorite apps and plugins with just a few clicks. Create powerful time-saving automations that reduce your overhead costs, streamline your workflows and improve your site performance and user experience. For BuddyBoss users, Automator comes equipped with dozens of triggers and actions and endless combinations. [![uncanny automator homepage](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage-1024x529.png)](https://automatorplugin.com/wp-content/uploads/2023/08/uncanny-automator-homepage.png) We’ll be using both Automator Pro and Free features throughout this article. While you can definitely follow along with the [**free version of Automator**](https://wordpress.org/plugins/uncanny-automator/), we highly recommend unleashing the full power of this integration with [**Automator Pro**](https://automatorplugin.com/pricing). [**Get started with Automator Pro today**](https://automatorplugin.com/pricing) with a 14-day money back guarantee. You’ll be saving so much time though that you’ll never want to stop automating! ### [BuddyBoss](https://automatorplugin.com/share/buddyboss/) Ever wanted to have your very own social network? Look no further than [**BuddyBoss**](https://automatorplugin.com/share/buddyboss/). Easily create and manage your very own WordPress community where you can engage with your site visitors and registered members. [![buddyboss homepage](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-homepage-1024x440.png)](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-homepage.png) Allow users to create and update their profiles, befriend each other, create activity streams and blogs and even participate in forums. Of course, socializing is always best in groups and BuddyBoss allows your WordPress site members to create and form their own social groups. [**Get BuddyBoss now**](https://automatorplugin.com/share/buddyboss/) and follow this guide to help your site members find the right groups. ## **Automatically Add Users to BuddyBoss Groups** Now that you have everything you need, it’s time to start managing your groups! [![automate buddyboss group memberships instructor group](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-instructor-group-1024x617.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-instructor-group.png) Automator works using [*recipes*](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that automate workflows across apps and plugins. In the next steps, we’ll show you how to recreate the recipe pictured above to automatically add users to a BuddyBoss group when their WordPress role changes. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear where you can select your recipe type; either *Logged-in users* or *Everyone*. Seeing as though this recipe deals only with BuddyBoss members, select *Logged-in users*. [![automator recipe type logged in users](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-recipe-type-logged-in-users.png) **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *Automate BuddyBoss Group Memberships: Instructor Group*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. [![automator-wordpress-integration](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-integration.png) From the drop-down list that appears, select *A user’s role changes to a specific role*. [![wordpress-trigger-a-users-role-changes-to-a-specific-role](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-to-a-specific-role-1024x499.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-to-a-specific-role.png) Automator will prompt you to select the specific role. In our example, we are automating a group for instructors. As such, we’ve selected *Instructor* from the drop-down list but you can select any role that suits your workflow. Once you’ve selected a specific WordPress user role, click **Save**. Your action should look something like this: [![wordpress-trigger-a-users-role-changes-to-a-specific-role-live](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-to-a-specific-role-live-1024x376.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-to-a-specific-role-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **BuddyBoss**. [![automator-integration-buddyboss](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-integration-buddyboss.png) From the drop-down list that appears, select *Add the user to a group*. [![buddyboss-action-add-the-user-to-a-group](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-the-user-to-a-group-1024x504.png)](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-the-user-to-a-group.png) Automator will prompt you to select the group to which you would like to add the user. We have a group specifically for our instructors but you can select any group that suits your workflows. After you’ve selected the group to which you would like to add the user, click **Save**. Your action should look something like this: [![buddyboss-action-add-the-user-to-a-group-live](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-the-user-to-a-group-live-1024x459.png)](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-add-the-user-to-a-group-live.png) **Step 5: Grow Your Groups!** You’re just about ready to automate BuddyBoss group memberships. All that’s left for you to do is to toggle the recipe from *Draft* to *Live*. [![automate buddyboss group memberships instructor group](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-instructor-group-1024x617.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-instructor-group.png) Congratulations! With an automation like this, your BuddyBoss groups will start to fill up faster than you can say, “BuddyBoss members unite!” But what about when you want to remove users from BuddyBoss groups? In the next section, we’ll show you to complete automating your BuddyBoss group memberships. ## **Automatically Remove Users From BuddyBoss Groups** In this section, we’re going to create a slightly more advanced Automator recipe with [**Pro features**](https://automatorplugin.com/pricing). [![automate-buddyboss-group-memberships-add-and-remove-users](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-add-and-remove-users-1024x749.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-add-and-remove-users.png) In the recipe pictured above, we’re able to automatically remove a user from one group and add them to another whenever their WordPress role changes. Here’s how it’s done. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Following our recipe naming convention, we’ve given this recipe the title *Automate BuddyBoss Group Memberships: Add and Remove Users*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WordPress**. From the drop-down list that appears, select *A user’s role changed from a specific role to a specific role*. [![wordpress-trigger-a-users-role-changes-from-a-role-to-a-role](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-from-a-role-to-a-role-1024x473.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-from-a-role-to-a-role.png) In our example, we are moving users from a BuddyBoss group for authors to one for editors. As such, we’ve selected the WordPress roles that correlate to our BuddyBoss groups but you can select the roles that best suit your workflows. [![automator-wordpress-role-selector](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-role-selector.gif)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-wordpress-role-selector.gif) After you’ve selected the WordPress roles that suit your workflows, click **Save**. Your trigger should look something like this: [![wordpress-trigger-a-users-role-changes-from-a-role-to-a-role-live](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-from-a-role-to-a-role-live-1024x411.png)](https://automatorplugin.com/wp-content/uploads/2023/10/wordpress-trigger-a-users-role-changes-from-a-role-to-a-role-live.png) **Step 4: Configure Your Action(s)** In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **BuddyBoss**. From the drop-down list that appears, select *Remove user from a group*. [![buddyboss-action-remove-user-from-a-group](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-remove-user-from-a-group-1024x475.png)](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-remove-user-from-a-group.png) Automator will prompt you to select the group from which you would like to remove the user. In our example, that’s our *Author Group*. After you’ve selected the group from which you would like to remove the user, click **Save**. Your action should look something like this: [![buddyboss-action-remove-user-from-a-group-live](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-remove-user-from-a-group-live-1024x437.png)](https://automatorplugin.com/wp-content/uploads/2023/10/buddyboss-action-remove-user-from-a-group-live.png) To add the user to their new group, repeat **Step 4** from the previous recipe. Your two actions should look something like this: [![automator-buddyboss-actions-remove-and-add-a-user-from-a-group](https://automatorplugin.com/wp-content/uploads/2023/10/automator-buddyboss-actions-remove-and-add-a-user-from-a-group-1024x595.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automator-buddyboss-actions-remove-and-add-a-user-from-a-group-1024x595.png) **Step 5: Go Live!** All you need to do now is toggle your recipe from *Draft* to *Live* and watch your WordPress users cycle through your BuddyBoss groups. [![automate-buddyboss-group-memberships-add-and-remove-users](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-add-and-remove-users-1024x749.png)](https://automatorplugin.com/wp-content/uploads/2023/10/automate-buddyboss-group-memberships-add-and-remove-users.png) ## **More Ways to Automate BuddyBoss Groups** Now that you’ve gotten the hang out creating Automator recipes, try creating some of your own! Automator currently has [**253 integrations**](https://automatorplugin.com/integrations/) with more added all of the time, meaning that you connect BuddyBoss to your CRM, form-builder, sales funnel and much more. What are some of the BuddyBoss groups automations that you want to see? Let us know in the comments section below! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Recipe Ideas **Tags:** buddyboss --- ### [New Integrations: Mautic, Bitly, EDD Recurring Payments & Run Now](https://automatorplugin.com/new-integrations-mautic-bit-ly-edd-recurring-payments-run-now/) **Published:** September 25, 2023 **Author:** Ryan Moore **Content:** Uncanny Automator 5.1 releases are now available for download! We’re excited to introduce several new integrations, as well as an incredible new tool for Automator Pro users. ### New Automator 5.1 Integration: EDD Recurring Payments The [free version of Uncanny Automator 5.1](https://wordpress.org/plugins/uncanny-automator/) adds 2 new integrations, the first of which is the [Easy Digital Downloads Recurring Payments plugin](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/). This addon for EDD makes it possible to sell subscriptions (and it’s what we use ourselves to power recurring payments on this website). Automator 5.1 adds 1 new trigger and 1 new action: - New trigger: A user subscribes to a download - New action: Cancel the user’s subscription to a download There are lots of possible use cases here, like tagging a user in a CRM or logging the transaction for reporting when a user subscribes to a download, or even cancelling a subscription when users submit a cancellation form. ### New Automator 5.1 Integration: Mautic [Mautic](https://automatorplugin.com/integration/mautic/) has been a popular request from Automator users. In 5.1 we’ve added the ability to create or update a Mautic contact in your Automator recipes, enabling contact creation or updates based on user activity on your WordPress site. [Let us know](https://automatorplugin.com/feedback/) what else you want to be able to do with Mautic! ### New in Automator Pro: Run Now For [Automator Pro](https://automatorplugin.com/pricing/) users, the [Run Now integration](https://automatorplugin.com/integration/run-now/) completely changes what you can do with recipes, especially if you use [loops](https://automatorplugin.com/knowledge-base/user-loops/). Normally, a recipe runs when some WordPress activity happens, like a user completing a course. When that trigger is detected, the recipe automatically runs actions, like sending the user a coupon code. But what happens if you just want to run some actions and don’t really need a trigger? In that last recipe example, maybe you just want to email that coupon code to *all* users that have completed the course at once. Or maybe you want to run a maintenance operation, like take all users with a certain [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/) membership and add them to a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group. In both cases, there’s no real *trigger* to use–you just want to run things. And with the new *Run Now* integration, that’s exactly what happens. Here’s what that last recipe looks like when set up as a *Run Now* recipe: [![Add PMPro users to a BuddyBoss Group](https://automatorplugin.com/wp-content/uploads/2023/09/Add-Paid-Memberships-Pro-users-to-a-BuddyBoss-Group-1024x754.png)](https://automatorplugin.com/wp-content/uploads/2023/09/Add-Paid-Memberships-Pro-users-to-a-BuddyBoss-Group.png) Notice how there’s a new *Run now* button added to the sidebar when it’s a *Run Now* recipe. You don’t have to set it to live first; you simply “run” the recipe, right from the recipe edit page. And in this example, when the button is clicked Automator will [loop](https://automatorplugin.com/introducing-loops/) through all non-admin users, find any with an active *All Access Pass* membership, and add those users to a BuddyBoss group. We’re really excited to see how Automator customers use the new recipe type to send out email campaigns, perform maintenance functions, create instant reports (yes, we could have easily swapped out the action to add the user to [Google Sheets](https://automatorplugin.com/integration/google-sheets/), thereby creating an instant report of all users with an *All Access Pass* from this page) and more. Let us know in the comments what some of your best recipes for *Run Now* are. ### New integration: Bitly Automator Pro users gain 2 additional integrations in the 5.1 release. The first is [Bitly](https://automatorplugin.com/integration/bitly/), which is a URL shortening service and link management platform. Paired with Automator, it’s really easy to shorten a URL, add that URL as a token to your actions, and then use Bitly reporting and analytics to monitor how that URL performs. Automator Pro includes 1 action for Bitly: Shorten a URL. It works as you might expect, so perhaps when you create a new post and share it on social, you replace the full, long URL with the Bitly URL and gain access to better analytics across the social platforms where Automator shares it. ### Pro Triggers & Actions for EDD Recurring Payments While the free version of Uncanny Automator introduces the basics, Pro users get a number of additional options for the [Recurring Payments plugin](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/): - New trigger: A user cancels a subscription to a download - New trigger: A user’s subscription to a download expires - New action: Delete a customer that matches an email - New action: Set a subscription download to expire on a specific date for the user There are lots of additional use cases here. When a customer cancels their subscription, tag them in a CRM and notify the retentions team in Slack. When a subscription expires, remove a CRM tag and send the user a discounted offer to renew. The integration also adds 2 conditions for EDD Recurring Payments: - The user has an active subscription to a specific download - The user does not have an active subscription to a specific download ### Other new additions While there are a lot of new options in the [Pro](https://automatorplugin.com/pricing/) release, there are a few important ones that we want to draw attention to. [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) gains a trigger for *A WooCommerce product is purchased using an affiliate referral*. We saw confusion from [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) users about how best to structure recipes linked to registration. Was it better to have Gravity Forms create the user, and if so, should an Everyone or Logged in type be used? Or should Automator create the user instead, and how should that recipe be structured? Well, now we have a new “A user registers with a form” trigger, so we can simplify our answer to: “Use that one when Gravity Forms creates the user”. [LearnDash](https://automatorplugin.com/integration/learndash/) users, there are now triggers for “An assignment is graded” and “An essay question is graded”. Maybe you want to log results in [Airtable](https://automatorplugin.com/integration/airtable/) or send users a notification via [WhatsApp](https://automatorplugin.com/integration/whatsapp/). [WooCommerce](https://automatorplugin.com/integration/woocommerce/) introduces an action to add a product to an order. We saw a few potential use cases from customers for this one, but one interesting one was adding a product to an order based on the coupon code used to purchase the order. It was kind of like a post-purchase bonus for the user to surprise and delight them. Woo users also get new tokens for *full* Country and State names; there were some situations where country and state/province codes weren’t sufficient. Finally, there’s a new trigger for “A product in a specific term in a specific taxonomy has its associated order set to a specific status”. We hope you find the new additions helpful! The utility of “Run Now” really can’t be understated; if you’re a Pro user, you should definitely give it a try. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Introducing Loops](https://automatorplugin.com/introducing-loops/) **Published:** August 24, 2023 **Author:** Ryan Moore **Content:** Exactly what is “Uncanny Automator”? It’s a question that WordPress users often ask and that we give a lot of thought to ourselves. Is it just an integration tool, connecting WordPress plugins, sites, and non-WordPress apps together? Is it a workflow automation tool? Is it a no-code application builder? We at Uncanny Owl generally think of it as an automation tool, so as we build improvements and add new features, we’re always thinking about how we can save our users time and cost with automation. In today’s [Uncanny Automator Pro 5.0](https://automatorplugin.com/pricing/) release, we’re introducing a new tool that’s a lot more about *automation* than *integration.* This new feature, which we’re calling **Loops**, will completely change how you use Automator—and how you think about what’s possible on your WordPress site. ## Introducing Loops Right now, Automator recipes run when something happens, and then they perform actions that typically affect one *thing*–often a user or a post. Maybe when a user buys a product, they’re added to a membership. This affects one single user for each recipe run. But what if the recipe could perform actions on multiple “things” at once, in bulk? That’s where the magic of “loops” comes it, as it allows you to loop through many things and run actions on each of them. Without further ado, here’s a screenshot of a loop inside a recipe: [![Uncanny Automator Loops](https://automatorplugin.com/wp-content/uploads/2023/08/Automator-Loop-Email-Notification-1024x385.png)](https://automatorplugin.com/wp-content/uploads/2023/08/Automator-Loop-Email-Notification.png) The example above basically says, “Okay, when the triggers for the recipe are complete, loop through all users that aren’t administrators **and** have an @uncannyowl.com email address, and for each user matching that criteria, send them an email.” So, yes, all of these types of scenarios are now possible with Automator Pro: - When a new course is published, notify **all users in a specific group or that have purchased a specific product** about the new course by email. - When a button is clicked, loop through **all users that have completed a specific course** and send matching users to an [Airtable](https://automatorplugin.com/integration/airtable/) base to generate an ad hoc completion report. - When a form is submitted, send a personalized SMS message to **all users with a specific CRM tag** that includes content from the form. It’s as amazing as it sounds and will open up a world of possibilities for WordPress automation. And yes, it fully supports conditions, so you can set up a looping action like this: [![Automator Loops with Conditions](https://automatorplugin.com/wp-content/uploads/2023/08/Automator-Loops-with-Conditions-1-1024x587.png)](https://automatorplugin.com/wp-content/uploads/2023/08/Automator-Loops-with-Conditions-1.png) In that example, any non-admin users that have purchased a specific product would have a CRM tag applied when a recipe run is initiated. And yes, if you’re wondering if you can have multiple loops in a recipe, or multiple actions in a loop, you can! Loops are an incredibly flexible tool that were designed to be included seamlessly into your recipes, not something that’s independent and can only be run on demand. ## What about performance and loop management? We know that the introduction of bulk operations like this can be heavy on hosting environments, so we built loops from the ground up to ensure they won’t affect front end performance. Loops run in batches in the background, with a small delay between batches, and inside the logs for a recipe run you can see loop progress, pause it, and even cancel loop runs. ## A framework for future automations The initial release of Loops, while exciting, is something of a teaser for what’s to come. Once customers start using it, we know they’ll be hungry for new features. Rest assured that we are already hard at work on them, and you can safely assume that over the next few months we will be adding the logical additions that aren’t in the 5.0 release, including: - Running loops on posts, not just users - Adding delays and schedules to loop actions - Running loops directly from the edit recipe page - Running recipes (including loops) on a repeating schedule There’s a lot more planned, and the next few months will likely be the most exciting in Automator’s history. ## Before you jump in… While Loops are an incredible tool, there is a lot to consider before you jump in with complex loop actions. Here are a few things that should be considered: 1. Every loop run does create full log entries, so if you do something like run an action on 50,000 users, that’s going to create a lot of log entries. [Log pruning](https://automatorplugin.com/knowledge-base/using-automator-logs/#cleaning-up-the-logs) will become more of a consideration. 2. There is no Undo option. If a recipe is set up incorrectly and runs on thousands of users, there’s no way to undo it automatically. Testing recipes with loops on staging sites will become much more important. 3. Rate limiting with external apps will become a bigger concern. Yes, it’s going to be very tempting to create an ad hoc recipe that dumps a filtered list of users to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) to create an instant report, but app limits will still apply. For something like Google Sheets, only up to 80 records per minute can be created via Automator—trying to send thousands of records in a few minutes could result in a temporary block of your account. Queuing features will be added to Automator in the future, but for now, be very mindful of how much data you send to external apps in a short period. ## But wait, there’s more! [Uncanny Automator Pro 5.0](https://automatorplugin.com/pricing/) is a huge release that was months in the making, so it also includes many other new features. [Charitable](https://automatorplugin.com/integration/charitable/) gets these new triggers and actions: - Trigger: A recurring donation to a campaign is cancelled - Trigger: A recurring donation to a campaign is made - Action: Add an entry to a donation log Want to follow up when a donor terminates their payments or reward loyal donors for donation milestones? Now it’s easy. [MemberPress](https://automatorplugin.com/integration/memberpress/) gains a new trigger for a sub-account being removed from a parent account. In our [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) integration, there’s now an action to link a customer to an affiliate for lifetime commissions. Our [Formatter](https://automatorplugin.com/integration/formatter/) tool adds an action to extract the first word from a string. This is especially useful for plugins and tools that capture a full name in a single field and you need to extract and use someone’s first name only. Over in [LearnDash](https://automatorplugin.com/integration/learndash/), there’s a new action to *Reset the user’s progress for all courses associated with a group*. Now this one is a powerful one for the new Loops tool, as it allows use cases like having a Group Leader be able to submit a form that loops through everyone in a group and resets course progress for all courses associated with that group. In [WordPress Core](https://automatorplugin.com/integration/wordpress-core/), there’s one new action: Fetch an existing user. This action lets you use tokens containing the information of an existing user in a subsequent action, or simply check if a user exists. In terms of other highlights, there’s also a new WordPress condition for a user’s email address matching a specific domain. Other improvements are outlined in the [full changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). We hope you find the release useful, especially Loops. Getting this piece out was a huge accomplishment for our team and will pave the way for an incredibly rich future of Automator releases. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator 5.0: Brevo, Pretty Links & More](https://automatorplugin.com/uncanny-automator-5-0-brevo-pretty-links-more/) **Published:** August 24, 2023 **Author:** Ryan Moore **Content:** We’re excited to announce that [Uncanny Automator 5.0](https://wordpress.org/plugins/uncanny-automator/) is now available! Certainly our new support for [Loops in Automator Pro](https://automatorplugin.com/introducing-loops/) is the biggest news in the 5.0 releases, but we made sure to pack our free version full of new features too–including several brand new integrations. ### Pretty Links [Pretty Links](/share/pretty-links/) is a URL shortening plugin from the makers of [MemberPress](https://automatorplugin.com/integration/memberpress/) that makes it easy to shrink, beatify, track and manage URLs on WordPress sites. In this new integration, the free version of Uncanny Automator adds support for the following: - Trigger: A user clicks a pretty link - Trigger: A pretty link is clicked (for Everyone recipes) - Action: Create a pretty link with a specific target URL [![Pretty Links Automator Action](https://automatorplugin.com/wp-content/uploads/2023/08/Pretty-Links-Automator-Action-1024x822.png)](https://automatorplugin.com/wp-content/uploads/2023/08/Pretty-Links-Automator-Action.png) With the new triggers, you can do things like run recipes when a link is clicked (why not have it generate a user report in [Airtable](https://automatorplugin.com/integration/airtable/) with the new Loops support?), track clicks in [Google Sheets](https://automatorplugin.com/integration/google-sheets/), tag users in a CRM based on link clicks, etc. And with the new action, maybe you have a recipe that, when a new post is published, it generates a Pretty Link that is then included in an outgoing email to all users with a certain meta value (Loops in action again!). ### Brevo (a.k.a. Sendinblue) Probably our most popular outstanding feature request, [Brevo](/share/brevo/) is a widely-used CRM and marketing automation platform. Today’s 5.0 release adds 4 new actions: - Add a contact to a list - Create or update a contact - Delete a contact - Remove a contact from a list [![Brevo Automator Action](https://automatorplugin.com/wp-content/uploads/2023/08/Brevo-Automator-Action-1024x457.png)](https://automatorplugin.com/wp-content/uploads/2023/08/Brevo-Automator-Action.png) These new actions make it easy for recipes to trigger automations on the Brevo side, as well as set users to receive the right campaigns and keep their profiles updated based on WordPress activity. And with the new Loops support, of course, you can do cool things like remove everyone from a list in [Brevo](/share/brevo/) when a [LearnDash](https://automatorplugin.com/integration/learndash/) group is changed to draft status—based on their membership in that group. ### New triggers and tokens Beyond what’s listed above, the [Automator Core](https://automatorplugin.com/integration/automator-core/) integration gains one new trigger: *A user completes a recipe*. Deceptively simple, it opens up some recipe chaining possibilities as well as some recipe troubleshooting options. As [Elementor](https://automatorplugin.com/integration/elementor/) can be a difficult integration to work with, there’s a new “A post is published with Elementor” trigger that is a safer option to use with Elementor than our generic post-is-published trigger. The release also includes 8 new tokens for each of the *User completes a recipe with/without errors* triggers in [Automator Core](https://automatorplugin.com/integration/automator-core/), 1 new [Common token](https://automatorplugin.com/knowledge-base/managing-tokens/#universal-tokens) for “User locale” (i.e. the location of the user), and several new tokens for [WooCommerce](https://automatorplugin.com/integration/woocommerce/) triggers that cover order time, order date and time, and Stripe fee (when the Stripe add-on for WooCommerce is used). ### Other noteworthy additions One surprisingly common request after the last major releases was for us to include support for webhook response values in the logs. So if you send outgoing webhook data to another system, and it sends back a response, you will now be able to see that response value in the logs. (It was already available as a token, but the log records will make troubleshooting a lot easier.) [WhatsApp](https://automatorplugin.com/integration/whatsapp/) gains improved support images. It also added a JSON string as a Message value for other reply formats, including Audio, Location, Contacts and more. [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) triggers based on form submission add support for survey tokens. So if you perhaps use the Gravity Forms survey add-on to collect data based on a Likert scale response, tokens are now available for those question types. There’s a *lot* that has changed behind the scenes too, some of it to support Loops in Pro, some of it to improve Uncanny Automator. There are new sanitization filters, improved PHP 8.2. support, attendee info token parsing for [Amelia](https://automatorplugin.com/integration/amelia/), and much more. Check the [full changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for complete details. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator is Here](https://automatorplugin.com/uncanny-automator-is-here/) **Published:** September 25, 2018 **Author:** Ryan Moore **Excerpt:** Automate your WordPress site with Uncanny Automator! Connect your plugins with powerful recipes that save time and money. Version 1.0 now available **Content:** We did it! After 9 months of development, 2 months in beta and 2,000 hours of development time, the **most powerful automation plugin for WordPress** is now available. You can get it right now **from only $49** annually at . So what is [Uncanny Automator](https://automatorplugin.com/better-elearning-courses-with-wordpress/) and why do you need it? Automator lets you create “recipes” that perform things automatically on your website. When something happens, something else happens. Maybe a user logs in for the first time and you send them a welcome email. Or maybe a user purchases a product *and* submits a form and you add them to a course and set a tag in Infusionsoft. **Personal learning paths, marketing automation, even routine admin tasks** – they can all be set up to run automatically on your website to save you time and give your users a better experience. ![](https://d2ijz6o5xay1xq.cloudfront.net/account_2819/3fb18605a37f088e7e3aaa8b2872b83a_800.png)To create these time-saving workflows, Automator connects the plugins that are already on your site together. Whether you use WooCommerce, BuddyPress, Gravity Forms, LearnDash or many more, [Uncanny Automator](https://automatorplugin.com/) connects your plugins so that they can “talk” to each other. It works seamlessly and in the background as people use your site. No code is needed and it’s super intuitive to set up recipes on your site. You can have your first recipe running in 5 minutes! We’re launching Uncanny Automator 1.0 with a full **65** triggers and actions. (Triggers are activities that Automator watches for, like making a purchase or submitting a form. Actions are things that happen as a result of triggers, like sending an email, adding a tag in Active Campaign or enrolling a user in a course.) Since each recipe can have unlimited triggers and actions, you can literally create millions of different recipe combinations to make your site the way **you** want it to work. Compare that with other integration plugins, which often connect 1 plugin with 1 other plugin in a very specific way. And if that dedicated plugin doesn’t work the way you want, you could be looking at thousands of dollars in development costs for a custom solution that’s still very inflexible. Just in case **65 triggers and actions** and support for **15 different plugins** at launch isn’t enough for you, version 1.0 has support for Zapier webhooks. This means you can connect your WordPress site and plugins with over 1,000 non-WordPress apps. You can have your WordPress site trigger zaps (and coming soon, have Zapier trigger things on your site). Still not enough? We’re on track to support **over 100 triggers and actions** along with powerful new features by Christmas. ![](https://d2ijz6o5xay1xq.cloudfront.net/account_2819/b0719955a595b958ef6bac428767bf9b_800.png)Whatever type of WordPress site you have, Uncanny Automator can make it even better. **[Ecommerce site](https://automatorplugin.com/increase-wordpress-ecommerce-sales/)?** Have purchases trigger personalized emails or unlock content. Or maybe orders with certain criteria, like dollar value, should set or remove a tag in your CRM (this requires the WP Fusion plugin). You might even combine purchase behaviours with page visits to trigger sales emails and drive more purchases. **[eLearning site](https://automatorplugin.com/better-elearning-courses-with-wordpress/)?** There is simply no more powerful way to build personal learning paths, anywhere. Maybe one course unlocks the next course. Or create powerful interventions, like having poor score trends enroll the user in a remedial program, suggest additional support interventions and notify their teacher or manager. You can even have H5P and xAPI activity trigger recipes (with our [Tin Canny plugin](https://www.uncannyowl.com/downloads/tin-canny-reporting/)). Whether you run a simple blog, marketing site for your business, community website or something entirely unique, [Uncanny Automator](https://automatorplugin.com/) can streamline your site and eliminate manual work. Still not sure if Automator is right for you? We’re so convinced that you’ll benefit from using it on your site that we’re offering a **30 day, no questions asked refund** policy. If you don’t like it, we’ll give you your money back. It’s as simple as that. [Click here](https://automatorplugin.com/pricing/) to get Uncanny Automator for your website! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [GamiPress, MemberPress, Popup Maker and More!](https://automatorplugin.com/gamipress-memberpress-popup-maker-and-more/) **Published:** November 7, 2018 **Author:** Ryan Moore **Excerpt:** GamiPress, MemberPress and Popup Maker join the Uncanny Automator family in the 1.2 release. With 12 new triggers and actions, the 1.2 update is a must-have for Uncanny Automator users. **Content:** Today’s release of [Uncanny Automator](https://automatorplugin.com/) 1.2 (both Lite and Pro) comes with lots of new triggers and actions. Users of any licenses can download the updates automatically through your LearnDash site to start using our new support for [GamiPress](https://automatorplugin.com/integration/gamipress/), [MemberPress](https://automatorplugin.com/integration/memberpress/) and [Popup Maker](https://automatorplugin.com/integration/popup-maker/). For anyone keeping count, that means Automator now supports **19 plugins** plus WordPress core and Zapier! Before we get started on some of the new additions, we have an important note for current Automator users: **Update Lite first, *then* Pro**. Pro needs to see that Lite 1.2 exists before it can be updated. Now let’s take a look at some of the changes in 1.2. Lite users, don’t worry, there’s a lot for you too! ## GamiPress Uncanny Automator’s entrance into the gamification market opens up a lot of possibilities for eLearning and membership sites. The new [GamiPress](https://automatorplugin.com/integration/gamipress/) support in version 1.2 adds these powerful triggers: 1. A user earns an achievement 2. A user earns points 3. A user attains a rank There are some interesting recipe possibilities here, like users that achieve a particular rank could be added to a special group, membership level or even shown a pop-up with a particular coupon code. ![](https://d2ijz6o5xay1xq.cloudfront.net/account_2819/gamipress-recipe_f0a8fc3db9ab7891a4abe5310b32ab5a_800.png)Over on the actions side, we added another 3 new options: 1. Award an achievement 2. Award a rank 3. Award points These again allow a lot of really powerful new recipes. A purchase might add points to a user’s account, or maybe an event registration awards a badge. All 3 *actions* are included in the Lite plugin, but the 3 triggers all require a Pro license or higher. ## MemberPress On the trigger side, we’re adding users purchasing a product (one-time or subscription purchases) for **all Uncanny Automator users**. So now a [MemberPress](https://automatorplugin.com/integration/memberpress/) purchase can add users to a [LearnDash](https://automatorplugin.com/integration/learndash/) group, add a tag in Infusionsoft using WP Fusion, you name it. It opens up a lot of new integration possibilities for MemberPress users. As for actions, **Pro users** gain the ability to add users to membership and remove users from memberships (all or a specific one). So, maybe a combination of WooCommerce purchases adds users to a membership level, or completing a series of certification courses removes users from a membership level. ![](https://d2ijz6o5xay1xq.cloudfront.net/account_2819/memberpress-gamipress-recipe_92eb7d9f9ff1f86adbafe94ade32ad07_800.png)## Popup Maker We’ll say this up front: popups can be very useful and Uncanny Automator can really increase their utility, but setting up [Popup Maker](https://automatorplugin.com/integration/popup-maker/) workflows requires a few extra steps. We try our best to keep Automator as simple as possible, but some plugin recipes do take a bit more effort to configure. So to go along with this addition we have also set up a [new Knowledge Base article](https://automatorplugin.com/knowledge-base/working-with-popup-maker-actions/) specific to Popup Maker. The new action available for Popup Maker, which displays a popup, is only available to Pro users and higher. ## But wait, there’s more! WordPress Core gets a new action in Pro: Remove a Role. With this action in recipes, you can remove a role from users that have multiple roles. Note that if a user only has a *single* role, that role will not be removed; users must always have at least one role. [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/) has a new Pro trigger for a user’s form submission that contains a specific value. We’re gradually adding this trigger to all form submissions, so if we don’t support it yet for the form plugin you use, you’ll probably see it soon! Behind the scenes, we’ve also sanitized and cleaned up some functions to keep everything cleaner and issue-free. With all that behind you, what are you waiting for? Update your [Uncanny Automator plugins](https://automatorplugin.com/pricing/) now to start using the new integrations in your recipes! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [Pro Tips: Combining Automator Filters, Delays and Tokens](https://automatorplugin.com/pro-tips-combining-automator-filters-delays-and-tokens/) **Published:** July 24, 2023 **Author:** Brendan Da Costa **Content:** *Automate like a pro! Learn the fundamental steps of combining Automator filters, delays, tokens and other advanced features.* ![](https://automatorplugin.com/wp-content/uploads/2023/07/automator-filters-and-delays-blog.png)Are you trying to figure out how to combine filters, delays and tokens in your Automator Pro recipes? Well, you’re in luck. You’ve “filtered” your way to the right page. Whether you’re altogether new to workflow automations or you’re an experienced automator seeking to master advanced techniques, this is the guide for you. Want to zero in on inactive customers in your [WooCommerce](https://automatorplugin.com/share/woocommerce/) store? There’s an Automator filter for that. How about waiting a day before processing a large order cancellation? Automator has a filter, delay and token for that too. In this article, we’ll walk you through the fundamental steps of combining Automator filters, delays, tokens and other advanced features into your recipes. By the end of this article, you’ll be able to create your own advanced WordPress automations, tailored to your specific needs and workflows. So, without further “delay”, let’s get started! ## **Why Use Filters, Delays and Tokens** Combining Automator filters, delays and tokens in your recipes gives you granular control over your workflows. It also allows you to integrate all of your apps and plugins in surprising and exciting new ways. We could fill an encyclopedia with the potential use cases (and believe me, we’re trying) but, for now, we’ve put together three examples that illustrate different ways to incorporate these advanced features. ### **1. Create Integrated Win-Back Campaigns** The best CRM apps and plugins like [ActiveCampaign](https://automatorplugin.com/share/activecampaign/) and [MailPoet](https://automatorplugin.com/share/mailpoet/) come equipped with some form of win-back feature. But, without an expensive add-on or extension, it’s not possible to tie your win-back campaigns into your ecommerce store or the rest of your WordPress website. With Automator tokens, however, you can easily create an automated and integrated win-back campaign that ties your ecommerce store into your CRM. In order to accomplish this, we’ll make use of Automator tokens, a filter and a delay. The steps below will walk you through setting up the entire recipe but we’ve placed an emphasis on configuring the actions because that’s where the magic happens. Here’s how it’s done. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. For example, we’ve named this recipe *Win-Back Campaign*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on WooCommerce. From the drop-down list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. For the *Trigger condition*, select *completes*, then *Any product* and click **Save**. Your trigger should look like this: [![uncanny automator woocommerce a user completes an order trigger live](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-woocommerce-a-user-completes-an-order-trigger-live.png)](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-woocommerce-a-user-completes-an-order-trigger-live.png) **Step 4: Configure Your Actions with Filters, Tokens and Delays** We want to define an inactive customer as someone who hasn’t made a purchase in 30 days. In order to do this, we need two pieces of dynamic information (i.e., tokens). First, we need the current date. And, secondly, we need to know the date of the customer’s last order. Then, using Automator’s *calculations* feature, we can use the difference between those two dates to set the filter. **4.1: Create *last\_order\_date* User Meta** WooCommerce stores users’ order data (including their last purchase) in an array. However, we want the flexibility to create our own user meta data. (As a side note, there are tons of cool ways to use this Automator feature. [Click here for a few different ideas](https://automatorplugin.com/turn-automator-into-a-wordpress-points-credit-system/).) 1. 1. 1. In the *Actions* panel, click **Add action** and select **WordPress** from the menu of available integrations. 2. From the drop-down list that appears, select *Set user meta*. 3. Set your meta key/value pairs, using the WooCommerce trigger tokens as values. [![create wordpress user meta with woocommerce dynamic data](https://automatorplugin.com/wp-content/uploads/2023/07/oder-date-woocommerce-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/07/oder-date-woocommerce-token.gif) With this action, every time a user makes a purchase, Automator will update their *last\_order\_date* meta value to match the date of the order. **4.2: Format the *last\_order\_date* User Meta** The WooCommerce token that we used to create the *last\_order\_date* user meta is stored in a date format. Fortunately, Automator has a powerful feature that can alter the format of just about anything you put into it. Using Automator’s **Formatter**, we’re going to convert the *last\_order\_date* user meta into a Unix timestamp so that we can use it in various calculations. (Note: If you’re unfamiliar with Unix timestamps, [read this nifty guide to get you started](https://automatorplugin.com/convert-unix-timestamp-to-dates-in-google-sheets-airtable/). It’s a lot easier than you might think.) 1. 1. 1. In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Formatter**. 2. From the drop-down list that appears, select *Convert date into format*. 3. In the *Input* field, click on the **Asterisk** then select *Meta – Row 1 – Value* under the WordPress action [![automator user meta token](https://automatorplugin.com/wp-content/uploads/2023/07/automator-formatter-wordpress-action-token.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-formatter-wordpress-action-token.png) 1. 1. 4. In the *Output format* field, select *Unix timestamp*. Before you click **Save**, make sure that your fields look like this: [![input field: meta - row 1 - value token, input format: automatic format recognition, output format: unix timestamp](https://automatorplugin.com/wp-content/uploads/2023/07/automator-formatter-convert-wordpress-token-to-unix-timestamp.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-formatter-convert-wordpress-token-to-unix-timestamp.png) **4.3: Connect the User to Your Win-Back Campaign** You probably already have a well-thought out and beautifully designed email win-back sequence in your CRM. Using Automator’s many CRM integrations, you can either add the user to your win-back list or add a tag to their profile to begin the email sequence. If you’d rather not use your CRM, Aumator has a native *Send an email* action. In our example, we’ll be using Automator’s native feature but that won’t change the way this recipe works if you decide on a CRM-based action in this step. 1. 1. 1. In the *Actions* panel, click on **Add action**. From the menu of available integrations, click on **Emails**. 2. From the drop-down list that appears, select *Send an email*. 3. Draft your email and click **Save**. **4.4: Create a Delay** You should now have three (3) actions in your *Actions* panel. The next thing that we want to do is to add a delay to the *Send an email* action (or the action to add a tag if you’re using a CRM). 1. 1. 1. Hover over the *Send an email* action and click on **Delay** in the upper-right hand corner. 2. In the pop-up window that appears, set your delay. We’ve chosen a 30 day delay. After you’re finished, click **Set delay**. [![](https://automatorplugin.com/wp-content/uploads/2023/07/automator-delay-30-days-1.gif)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-delay-30-days-1.gif) **4.5: Add a Filter** Now comes the fun part! We’re going to add a filter to our *Send an email* action so that it only fires if the difference between the current date and the user’s *last\_order\_date* is greater than 30 days. (And because we’re using Unix, we can time the action down to the very last second!) 1. 1. 1. Hover over the *Send an email* action and click **Filter**. 2. In the *Condition* window, click *A token meets a condition*. Another pop-up window will appear with a field labeled *Token*. This is the field where we want to calculate the difference between the current date and the date of the user’s last purchase. 3. In the *Token* field, click the **Asterisk** then select *Modifiers* > *Calculations*. [![](https://automatorplugin.com/wp-content/uploads/2023/07/automator-modifiers-calculations.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-modifiers-calculations.png) 1. 1. 4. A *Calculation* pop-up window will appear. Fill in the *Formula* field by subtracting the user’s *last\_order\_date* token from the *Current Unix timestamp* token. Follow the steps in the video below: [![formula field: current unix timestamp token - user meta (last_order_date)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-formula-current-unix-timestamp-minus-user-meta-token.gif)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-formula-current-unix-timestamp-minus-user-meta-token.gif) 1. 1. 5. In the *Configure the rule* window, set the *Criteria* and *Value* fields as follows then click **Save filter**: [![token field: calculation: current unix timestamp - user meta (last_order_date), criteria field: is greater than, value field: 2592000](https://automatorplugin.com/wp-content/uploads/2023/07/automator-token-is-greater-than-2592000.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-token-is-greater-than-2592000.png) (Note: the number in the *Value* field is 30 days represented in Unix time. Depending on how long you’ve set your delay, you’ll want to adjust that number. Each day in Unix time is 86,400.) **Step 5: Win-Back Your Customers!** Toggle your recipe from *Draft* to *Live* then give yourself a pat on the back! You’ve just created one seriously pro Automator recipe. [![](https://automatorplugin.com/wp-content/uploads/2023/07/CleanShot-2023-07-24-at-14.25.55@2x-810x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/07/CleanShot-2023-07-24-at-14.16.15@2x.png) With this recipe, if a 30-day period lapses where a customer has not made a purchase, then they’ll get a win-back email. You can make adjustments to this recipe to get it to fit your workflows by tweaking the number of times that you want it to run per customer. Also, don’t hesitate to add more actions, filters, delays and tokens to create entirely personalized win-back email sequences. ### **2. Create Preemptive Automated Support Workflows** If a customer opens a ticket, they’re probably already a little unhappy. But, using filters and delays, you can create preemptive support workflows that show your customers just how engaged you are. In this example, we’re going to create a customer support ticket in [Fluent Support](https://automatorplugin.com/share/fluentsupport/) if we notice that an order hasn’t yet been fulfilled. We can then let our customer know that we’re looking into their order to make sure that they get the goods. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. We’ve named this recipe *Preemptive Order Fulfillment Workflow*. **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click on **WooCommerce**. From the drop-down list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. For the *Trigger condition*, select *pays for*, then *Any product* and click **Save**. Your trigger should look like this: [![woocommerce trigger a user pays for an order with any product 1 time(s)](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-woocommerce-a-user-pays-for-an-order-trigger-live.png)](https://automatorplugin.com/wp-content/uploads/2023/07/uncanny-automator-woocommerce-a-user-pays-for-an-order-trigger-live.png) **Step 4: Configure Your Action(s)** Our normal fulfillment window for any order is five (5) days. As such, we’ll want to preemptively create a ticket for our customers five days after they paid for their order. But only if their order status is still pending. **4.1: Create a Ticket with Fluent Support** In the *Actions* panel, click **Add action** and select **Fluent Support** from the menu of available integrations. In the drop-down list that appears, select *Create a ticket* then fill out the details using tokens. Click **Save**. Your action should look like this: [![fluent support action create a ticket live](https://automatorplugin.com/wp-content/uploads/2023/07/fluent-support-integration-create-a-ticket.png)](https://automatorplugin.com/wp-content/uploads/2023/07/fluent-support-integration-create-a-ticket.png) **4.2: Add a Delay** Hover over the Fluent Support action and click **Delay**. Set the delay to five (5) days or whatever period of time your fulfillment window is. **4.3: Add a WooCommerce Filter** Hover over the Fluent Support action and click **Filter**. In the pop-up window that appears, select *A token meets a condition*. In the *Configure the rule* window, fill out your fields as follows: [![token field: woocommerce order status token, criteria field: is not, value field: completed](https://automatorplugin.com/wp-content/uploads/2023/07/automator-woocommerce-filter-order-status-is-not-completed.gif)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-woocommerce-filter-order-status-is-not-completed.gif) **Step 5: Get Proactive!** Toggle your recipe from *Draft* to *Live* and stay on top of your order fulfillment with ease. [![](https://automatorplugin.com/wp-content/uploads/2023/07/automator-preemptive-customer-support-ticket-recipe.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-preemptive-customer-support-ticket-recipe.png) ### **3. Automate Your Conversions** No one likes to miss a sale. And with this recipe, using filters, delays and user tokens, your customers won’t have to. [![](https://automatorplugin.com/wp-content/uploads/2023/07/automator-sale-reminder-recipe.png)](https://automatorplugin.com/wp-content/uploads/2023/07/automator-sale-reminder-recipe.png) The recipe sends a gentle reminder to the customers who have expressed interest in our sale by clicking on the link that the sale is ending soon. We’re able to identify the users who haven’t purchased the sale item by the scheduled time by using a filter. And action is scheduled to fire as the end of our sales approaches. ## **Stay Tuned for More Pro Tips** Who knew going pro was so easy? Automator’s advanced features allow you to create any kind of workflow you can think up. The only limit is your imagination! And, maybe, your experience with these advanced features. What are some of the advanced WordPress automations that you’re trying to set up? Let us know in the comments section below or open a ticket and we’ll show you how Automator’s advanced features can help you pull it off. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Recipe Ideas, Use Cases --- ### [Pro 4.14: ARMember, RafflePress, WP Download Manager & Search/Replace](https://automatorplugin.com/pro-4-14-armember-rafflepress-wp-download-manager-search-replace/) **Published:** July 13, 2023 **Author:** Ryan Moore **Content:** Hot on the heels of the Uncanny Automator 4.16 release, [Uncanny Automator Pro 4.14](https://automatorplugin.com/pricing/) is now available for download. This release adds several integrations to Pro for the first time and it also introduces a powerful new [Formatter](https://automatorplugin.com/integration/formatter/) action: Search & Replace. ### New triggers [RafflePress](https://automatorplugin.com/integration/rafflepress/) adds a new trigger for someone entering a giveaway with a specific action. Want to tweet a thank-you message to new Twitter followers and send a coupon code to users that refer a friend? No problem. [![RafflePress actions](https://automatorplugin.com/wp-content/uploads/2023/07/RafflePress-actions-1024x441.png)](https://automatorplugin.com/wp-content/uploads/2023/07/RafflePress-actions.png)[Groundhogg](https://automatorplugin.com/integration/groundhogg/) users, now you can trigger a recipe when a note is added to a contact. Want to be notified when someone else has added a specific note to a user’s contact? Automator can do that. For [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/), there’s a new “A user renews a subscription to a product for the nth time”. Want to send users a bonus or award free access to something on their 12th monthly payment to celebrate their 1-year anniversary? Now you can do that. If you’re thinking, “I could just do that by using an existing renewal trigger and setting the number of times to 12”, what makes this new trigger better is that it will consider *prior* renewals–not just from when the recipe was activated. [WordPress Download Manager](https://automatorplugin.com/integration/wp-download-manager/) adds a trigger for “A user downloads a file”. This complements the existing trigger in our free version by specifically targeting logged-in users and allowing easier user targeting in recipes. ### New actions Yes, Pro rounds out the [ARMember](https://automatorplugin.com/integration/armember/) support we introduced in [Uncanny Automator 4.16](https://automatorplugin.com/new-integrations-rafflepress-telegram-armember-userfeedback/) by adding actions to “Add the user to a membership plan” and “Remove the user from a membership plan”. These are the missing links that will allow you to add/remove users from memberships based on ecommerce purchases or even donations, course activity, even something like watching a video on YouTube via [RafflePress](https://automatorplugin.com/integration/rafflepress/). That leaves the new [Formatter](https://automatorplugin.com/integration/formatter/) action, which is really cool: Search and Replace. Here’s what it looks like: [![Formatter Search & Replace](https://automatorplugin.com/wp-content/uploads/2023/07/Formatter-Search-Replace-1024x686.png)](https://automatorplugin.com/wp-content/uploads/2023/07/Formatter-Search-Replace.png)To use the new action, you would first pass in some type of text. You can use tokens here, and it could be anything from a short string to an entire blog post. Then you can tell the action what to look for and what to replace it with. You can add multiple strings to search for and replace, and you can also control whether or not to make the search case-sensitive. The reformatted text after the search and replace can then be used in other actions in the recipe. This new feature could be used for anything from cleaning up blog posts with a revised term or company name to something like removing/replacing unsupported special characters in incoming webhook data before passing it to [BuddyPress](https://automatorplugin.com/integration/buddypress/) xProfile fields. It’s going to be a very useful utility for a lot of sites. ### And the rest [WooCommerce](https://automatorplugin.com/integration/woocommerce/) actions involving new orders get tokens for payment URL and direct checkout URL, making it easy to have Automator create orders and then send a link to users to complete payment. For Automator users deploying sites with [Automator Pro](https://automatorplugin.com/pricing/) via WP-CLI or in automation scenarios, there’s new support for a license key to be added in wp-config.php so that it doesn’t need to be activated manually. There are also new filters to disable some sanitization from fields and other tools for developers to do things like modifying the webhook header return response. For a full list of changes, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). And we’ll have news soon about the upcoming 5.0 release! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New integrations: RafflePress, Telegram, ARMember & UserFeedback](https://automatorplugin.com/new-integrations-rafflepress-telegram-armember-userfeedback/) **Published:** July 13, 2023 **Author:** Ryan Moore **Content:** Uncanny Automator 5.0 is taking a bit of extra time to get just right, so to keep things exciting for our Automator users, we’re releasing several new integrations today. [Uncanny Automator 4.16](https://wordpress.org/plugins/uncanny-automator/) includes support for 3 new plugins and 1 app: [ARMember](https://automatorplugin.com/integration/armember/), [Telegram](https://automatorplugin.com/integration/telegram/), [UserFeedback](https://automatorplugin.com/integration/userfeedback/) and [RafflePress](https://automatorplugin.com/integration/rafflepress/). ### UserFeedback Only 2 months after its public introduction, the [UserFeedback](https://automatorplugin.com/integration/userfeedback/) plugin has catapulted to a whopping 70,000 active installs. With its explosive growth, glowing reviews and powerful feature set, we rushed an integration so users could do more with their feedback surveys. In Automator 4.16, we’re adding support for 2 triggers: - A user submits a survey (Logged-in) - A visitor submits a survey (Everyone) [![UserFeedback Trigger](https://automatorplugin.com/wp-content/uploads/2023/07/UserFeedback-Trigger-1024x384.png)](https://automatorplugin.com/wp-content/uploads/2023/07/UserFeedback-Trigger.png) With these new triggers, you can set up recipes to do things like send survey results to [Airtable](https://automatorplugin.com/integration/airtable/) for analysis, send the user a coupon code based on their survey participation, tag them in a CRM, maybe even create a ticket in your help desk to follow up if the survey response includes a certain negative value. There are endless possibilities here for building feedback workflows. ### RafflePress We’re excited to support the #1 giveaway and contest plugin for WordPress: [RafflePress](https://automatorplugin.com/integration/rafflepress/). With this plugin, you can use giveaways to grow your email list, followers, and website traffic. Automator 4.16 adds 1 new trigger: Someone registers for a giveaway. RafflePress has some great integrations, especially for CRMs, but maybe you want to do more. With the new trigger and Automator support, you can have giveaways: - Log the registration in [Google Sheets](https://automatorplugin.com/integration/google-sheets/) - Send them a WooCommerce coupon code - Register them for a webinar - Create a WordPress user and add them to a course, membership or group There’s a lot you can do here with the new trigger—and even more with the new support we’re adding to [Automator Pro](https://automatorplugin.com/pricing/). ![:slightly_smiling_face:](https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f642.png) Need lots of tokens for your giveaway management? We have you covered: [![RafflePress tokens](https://automatorplugin.com/wp-content/uploads/2023/07/RafflePress-tokens-1024x826.png)](https://automatorplugin.com/wp-content/uploads/2023/07/RafflePress-tokens.png) ### Telegram Our new [Telegram](https://automatorplugin.com/integration/telegram/) integration, which supports the popular messaging platform, adds 1 new trigger and 1 new action: - New trigger: A text message is received - New action: Send a text message So, yes, you could take incoming messages, send them to [OpenAI](https://automatorplugin.com/integration/openai/) to generate a response and send it back to the user to build your own chatbot, but there are lots of other uses too! Perhaps when new messages are received a support ticket is created in [Fluent Support](https://automatorplugin.com/integration/fluent-support/) to follow up with the user, or maybe when a [WooCommerce subscription](https://automatorplugin.com/integration/woocommerce-subscriptions/) expires then an account manager is notified in Telegram. ### ARMember The initial release of this popular membership platform for WordPress adds these new features in Uncanny Automator 4.16: - New trigger: A user cancels a membership plan - New action: Cancel the user’s membership plan Yes, more options are coming in Pro, and as soon as [ARMember](https://automatorplugin.com/integration/armember/) can support additional triggers and actions we’ll get those integrated as well. ### Other changes Behind the scenes, Automator 4.16 adds several performance improvements, fixes, and increases a few timeout values for some app integrations where users have reported (albeit extremely rare) timeouts. [Check out the changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for a full list of the 4.16 changes. If you’re a Pro user, make sure to check out [what’s new in Automator Pro 4.14](https://automatorplugin.com/pro-4-14-armember-rafflepress-wp-download-manager-search-replace/)! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [WordCamp Europe 2023: An Uncanny Adventure in Athens](https://automatorplugin.com/wordcamp-europe-2023/) **Published:** June 14, 2023 **Author:** Brendan Da Costa **Content:** *The team at Uncanny Owl reflects on WordCamp Europe 2023 in Athens and gives a big,”Thank you!” to the WordPress community.* ![wordcamp-europe-2023-uncanny-automator-1](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Uncanny-Team-1.jpeg) For three days in June, the Uncanny team descended on the ancient (and awe-inspiring) city of Athens, Greece for WordCamp Europe 2023. As enthusiastic members of the WordPress community, we were thrilled to meet with other WordPress developers and contributors—many of whom we had only ever had the pleasure of working with virtually. WordCamp conferences are all about fostering partnerships and friendships to strengthen the community and, ultimately, to build better plugins for all of our users, the world over. And that’s exactly what we did at WCEU 2023! Since our last appearance at a WordCamp Europe event, Uncanny Automator has grown leaps and bounds, adding ever more integrations (including AI), scaling up support and bolstering functionality. And all of our hard work, thanks to our users and contributors, paid off in spades in Athens! All throughout WCEU, many of our fellow developers recognized our U-Bot t-shirts and came up to us to tell us how much they loved the work we had put in. And we can say that, after such a warm response from the WordPress community, we’re only getting started! The Uncanny team is now more excited and energized than ever before to continue improving our plugins and growing our already incredible community of users and partners. Scroll down to hear the main highlights and takeaways of WCEU 2023 from the Uncanny team. And make sure to read to the end for some sneak previews of what lies ahead! ![wordcamp-europe-2023-uncanny-automator-2](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Uncanny-Team-2.jpeg) **Were you excited to return to WordCamp Europe? How did this year compare to previous years?** For one of our team members, Anastasia Kolomoytseva, Athens is about an hour drive from home. Having one of our own host us in her home city was a truly special experience and one that the whole team will never forget. However, as excited as we were, Nastia was brimming with pride to welcome us to her home—what we’ve taken to calling “The City Made of Marble”. We couldn’t help but share her excitement with our return to WordCamp: *“I was VERY excited to return to WordCamp! The last time the team attended WordCamp Europe was 2019 in Berlin so it has been a long time and I’ve missed the community very much.”* ![wceu-2023-anastasia-kolomoytseva](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Nastia-1.0.jpg) **What was your favourite part of WordCamp Europe 2023?** We asked our master-of-all-things UI-related, Agustin Barrientos, what he enjoyed most about WordCamp Europe this year. A little background on his answer; our team consists of people from all over the world. We come together in our love for creating the best plugins possible but we rarely come together in the same place physically. Agus’ answer resonated most with the team: “*Without a doubt, the best part of the experience for me was spending time with the Uncanny Owl team*. *The team is formed of really good and positive people that make me feel proud of the work we do. Participating in the event, with the energy from the WordPress community, alongside such a team was an incredibly rewarding experience.”* ![wceu-2023-daniela-rodriguez-daza-with-agustin-barrientos](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Dani.jpg) **Who was your favourite WCEU 2023 speaker and why?** Daniela Rodríguez Daza is one of our front-end developers and a whiz at creating solutions for our customers—not to mention, the rest of the team! She had some great takeaways from the conference and we can’t wait to see how she implements what she learned into Uncanny Automator. When we asked her who her favourite presenter was, we simply had to agree: *“Lazar Bulatovic and his session titled ‘The Blind Guy Who Beat the Developer at His Own Game’. His talk was a true eye-opener, demonstrating the challenges that blind people face while navigating the internet. It motivated me to continue enhancing the accessibility of our website.”* ![wceu-2023-daniela-rodriguez-daza](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Agus-e1686758912461.jpg) **Who had the best booth and swag giveaways at WordCamp Europe 2023?** WordCamp is always an opportunity for small contributors to get their name out there and for big contributors to show their appreciation. And what better way to spread the word and the love than with FREE giveaways! While networking and learning were our team’s top priorities, we also considered ourselves to be conference-swag connoisseurs. To be honest, everyone had some amazing giveaways. From freshly-printed custom tees to mouth-watering macarons, it was WordPress creativity at its finest. I think the team agreed with me when I said: *“Do I have to pick one booth or giveaway?! The thought that went into the designs of the booths and the Athens-themed alterations to familiar logos really blew my mind! I also had a great time handing out our custom stickers—I know I’ll see U-Bot stickers adorning laptops at the next WordCamp, for sure!”* ![wceu-2023-brendan-dacosta](https://automatorplugin.com/wp-content/uploads/2023/06/wceu-2023-brendan-dacosta.jpg) **What did you learn about WordPress that you didn’t know before?** As a project manager (amongst his many other hats), there isn’t much that David Chambo doesn’t know. But when you get a room full of WordPress contributors, you’re guaranteed to learn something new. David’s takeaways from the conference echoed a lot of what the team thought with some keen insights of his own: *“I learned a lot about how we still have a long way to go with improving accessibility. Also, there is a very large demand for multi-language support in the platform that does not rely on AI translations. So, the community still wants humans to lead the charge and drive innovation, using AI to implement solutions, not create them.”* ![wceu-2023-david-chambo](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-David.jpg) **What did you like most about WCEU’s host city of Athens, Greece? What could Athens teach us about WordPress and web development?** Anyone who has ever been to Athens knows that it is impossible to ignore the history that surrounds you. The Acropolis towers over the city and watches over the millions of tourists as they meander through the marble-paved streets. It’s easy to stumble upon the ruins of once-grand edifices such as Hadrian’s Library or the Ancient Agora. Even the subway stations contain fragments of ancient clay pots and vases. Our engineering manager and lead developer, Saad Siddique, summed up the impact that Athens had on the atmosphere of WordCamp Europe perfectly: *“Athens is an ancient city, built by one of the most advanced civilizations; the Greeks! It was fascinating to see the 3,300+ year-old Acropolis and several other monuments that have stood the test of time; outliving waves of invasions and the brutal Grecian sun. One of the takeaways as a developer, is that the results of your work can be everlasting if you plan and execute correctly.”* ![wceu-2023-saad-siddique](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Saad.jpg) **If you had the opportunity, what presentation or workshop would you like to have given?** As a team, we were eager to close our mouths and open our ears to hear what the rest of the WordPress community had to say. Much to our surprise, however, countless contributors asked us how they could attend one of our workshops or in which conference room we’d be presenting. Of course, we were always happy to give an impromptu presentation to anyone who asked but the team agreed that it would have been great to participate in a more official capacity. Our dauntless director, Ryan Moore, had some great ideas on what topics an Uncanny team might present at another WordCamp conference: *“Next time we’ll pitch a topic on automation—maybe a workshop on using AI in conjunction with automation to manage your website.”* ![wceu-2023-ryan-moore-ken-young](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Ryan-Ken.jpg) **With WordCamp Europe 2023 now in the rearview, what do you think the future of WordPress holds?** For the future of WordPress (and Automator) we return to our team’s hostess, Anastasia Kolomoytseva. Anastasia perfectly summarized the theme of WordCamp Europe 2023 when she said, *“Athens teaches us about the importance of preserving tradition while embracing innovation.”* And with such a profound appreciation of the past, she has a clear vision for the future: *“After attending WCEU 2023, it became clear that WordPress is set for an exciting future. The platform is rapidly evolving with a focus on enhancing the Gutenberg editor, improving accessibility and embracing new technologies like integration with AI. The discussions and presentations at WCEU revealed a strong commitment to shaping the future of WordPress, making it a promising and dynamic platform for years to come.”* ![wordcamp-europe-2023-uncanny-automator-acropolis](https://automatorplugin.com/wp-content/uploads/2023/06/WCEU-2023-Acropolis.jpg) In the coming months, the Uncanny team will be hard at work implementing everything we’ve learned at WCEU 2023 to make Automator better. But before we put our heads down and our fingers to the keyboard, we would like to extend our deepest thanks to the WordCamp Europe organizers, sponsors, contributors and volunteers. We would also like to say a special thank you to our very own Anastasia Kolomoytseva, who was instrumental as an organizer in helping to make WordCamp memorable, productive and enjoyable. And, of course, we would like to thank the city of Athens for hosting WordCamp Europe. With luck (and your continuing support and feedback), we hope to see more of you at future WordCamps! Until then, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator --- ### [Automator Pro 4.13: Formatter, ThriveCart & Typeform](https://automatorplugin.com/automator-pro-4-13-thrivecart-typeform/) **Published:** May 25, 2023 **Author:** Ryan Moore **Content:** In yesterday’s [Uncanny Automator 4.15 release](https://automatorplugin.com/automator-4-15-logs-gpt4-charitable-msteams/), we introduced a huge number of new features, including a new log system, 2 new integrations, new tokens and more. It was perhaps our biggest release of the year and of the 4.x series, and today’s [Automator Pro](https://automatorplugin.com/pricing/) release is also a big one. We’re excited to announce 3 new integrations, including a new action that will make it a *lot* easier to work with and manipulate dates, text and numbers in your recipes. ### Introducing the “Formatter” action Have you ever wished you could take a date like “September 5, 2022”, add 100 days to it with Automator, then get the new date back in the original format? Or maybe you’re working with some text and need to strip the HTML to use it in an Automator recipe? Those types of situations are where our new Formatter action can solve problems that would otherwise be impossible. In the[ Automator Pro](https://automatorplugin.com/pricing/) 4.13 release, we’re introducing 3 formatter types: **text**, **date** and **number**. Each of them has tons of options for taking your data and getting it into the right format (and don’t forget, once converted to one format, you can run other actions on it, then even convert it back). Pro users will see the new Formatter action in new recipes they create. To use it, simply choose the formatting type, an input value, and tell Automator what to do with the value. The value that the Formatter returns will be available as an action token in subsequent actions. Here’s a sample of the Formatter action in use: [![Uncanny Automator Formatter Action](https://automatorplugin.com/wp-content/uploads/2023/05/Uncanny-Automator-Formatter-Action-1024x729.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Uncanny-Automator-Formatter-Action.png) In this example, we’re taking a date value from a Gravity Forms trigger, having Automator detect the current date format automatically, then outputting the value as a Unix timestamp. (This can be handy for performing math operations on a date, like adding 50 days to a date.) In total, we’re introducing **over 25** date output formats, **10** number output formats, and **20** text output options. The action can do things like extract an email address, remove spaces, count characters and words, escape HTML, and of course change case of text into different formats. For the full list of options, make sure to check out our new [Formatter Knowledge Base article](https://automatorplugin.com/knowledge-base/the-formatter-action/). ### New integration: ThriveCart [ThriveCart](https://automatorplugin.com/integration/thrivecart/) is a popular online shopping cart platform that includes features like affiliate tracking, subscription support and customized checkout designs. In the new Uncanny Automator integration, we have made it easier than ever to connect ThriveCart activity to account creation and access in WordPress. Automator Pro includes 1 action for ThriveCart: Receive data from a ThriveCart webhook. When the new trigger is added to a recipe, you can connect ThriveCart purchases to new WordPress users, access to courses, membership enrollment, group access and more. ### New integration: Typeform [Typeform](https://automatorplugin.com/integration/typeform/) is an online platform that makes it easy to create engaging and interactive forms, surveys, and quizzes. It’s designed to improve data collection by making the process more user-friendly and conversational. Like the new Thrivecart integration, it includes 1 action: Receive data from a Typeform webhook. This addition allows WordPress site owners to connect Typeform entries to account creation, access, new posts and more. ### New triggers and actions [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) gains several new triggers in this release that were requested by Automator users: - A guest replies to a topic - A user is removed from a group - A user joins a specific type of group [BuddyPress](https://automatorplugin.com/integration/buddypress/) also gains the “user is removed from a group” trigger. The new [Charitable integration](https://automatorplugin.com/integration/charitable/) added in Automator 4.15 yesterday adds 1 new trigger: A donation is made for an amount greater than, less than, or equal to an amount. This trigger makes it easy to do things like tag a user in a CRM based on donation amount, add top donors to a social group or private webinar, or perhaps even trigger an order in WooCommerce to be shipped as a thank you for the donation. [LearnDash](https://automatorplugin.com/integration/learndash/) adds 1 *very* interesting action: Repair the progress of a completed course for the user. Have your users ever found it confusing that changing lessons or topics after a course completion means that the lessons and topics appear incomplete and the progress calculation is wrong? This new action can solve that. When triggered for a user and a course, it will check for a course completion, and if it exists, mark any incomplete lessons, topics and quizzes complete on the user’s behalf so that the progress record inside the course aligns with the course completion record. Those are the highlights for the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) 4.13 release. We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator 4.15: Logs, GPT-4, Charitable & MS Teams](https://automatorplugin.com/automator-4-15-logs-gpt4-charitable-msteams/) **Published:** May 24, 2023 **Author:** Ryan Moore **Content:** It’s here! [Uncanny Automator 4.15](https://wordpress.org/plugins/uncanny-automator/), our free no-code automation plugin, is now available for download. The final release of the Automator 4.x series, it’s also the biggest, packing in multiple new integrations and huge new features. This is just the free version too; wait until you see what’s in [Pro](https://automatorplugin.com/pricing/)! **Important**: As this is a very big release, we recommend trying it out on a Staging site first. It’s the first such recommendation we have made in over a year, so you know it’s a big one. ### Logs Can logs really be our #1 new feature in [Automator 4.15](https://wordpress.org/plugins/uncanny-automator/)? Yes, yes they can. While our earlier log system was already class-leading, 4.15 represents months of work and a huge step forward. Here’s what they look like: [![Uncanny Automator Logs](https://automatorplugin.com/wp-content/uploads/2023/05/New-Uncanny-Automator-Logs-1024x707.png)](https://automatorplugin.com/wp-content/uploads/2023/05/New-Uncanny-Automator-Logs.png) So what’s new here? Let’s go through the list: - **All triggers, conditions and actions are shown**: You can see what ran, what didn’t run, which conditions were met, which conditions weren’t met, it’s all there. It even shows what actions *haven’t* run yet (because of scheduling or delays) so you can understand the current recipe state. - **Preview emails and HTML content**: Want to see *exactly* what the email looked like and contained that went out to a user in a recipe run? Now you can preview it in a new window. - **Action retries**: Instead of just seeing the option to “resend” data for an action, now you can see details about each retry attempt, including what data was used. In future we’ll even add API responses. - **Downloadable entries**: You can download recipe run details, send them to support when you have an issue, and we’ll be able to see *exactly* how the recipe is set up and what happened during the run attempt. This will help with troubleshooting. - **Reload data without a page refresh**: Recipe run data can be refreshed dynamically without reloading the page. The reasons for this will be more obvious in the 5.0 release. 😀 The log overhaul was originally planned for our 5.0 release, but we moved them up to 4.15 because they allow Automator to start collecting data that can be used when 5.0 is released in approximately 6 weeks. **Note**: Yes, to make some of these new features possible, the logs *do* store more data in Automator 4.15 and later. For most recipes it’s not much extra data, but we will remind users that if you have thousands of daily recipe runs, our [pruning tools](https://automatorplugin.com/knowledge-base/using-automator-logs/) are available to keep everything manageable. ### OpenAI: GPT-4 8k support and new actions Our [OpenAI](https://automatorplugin.com/integration/openai/) and GPT support has seen incredible usage growth, and with the Automator 4.15 release, we’re increasing its capabilities in a big way. First, we now support the GPT-4 model in actions. Please note that your OpenAI API account *must* have access to the GPT-4 API. Automator runs a quick check when the connection is made, and if we don’t detect that you have GPT-4 access (which is still limited and not available to the public), we won’t show the new model and actions. For full control over the GPT-4 model, you can use the existing “Use a prompt to generate text with the GPT model”. If you have GPT-4 access, it will look like this in the action: [![OpenAI GPT-4 action](https://automatorplugin.com/wp-content/uploads/2023/05/New-OpenAI-GPT-4-action-1024x391.png)](https://automatorplugin.com/wp-content/uploads/2023/05/New-OpenAI-GPT-4-action.png) For easier GPT-4 usage, we created a number of new dedicated actions that simplify usage for common requests. For users that don’t want to play around with temperature, tokens and system messages, you’ll like these. Here’s what’s new: - Analyze sentiment - Correct spelling and grammar - Create a list of links that might help to resolve a customer request - Generate a meta description - Generate an SEO title - Generate an excerpt suitable for Instagram - Generate an excerpt suitable for Twitter - Generate an excerpt - Translate text Certainly these new actions open a world of new use cases. Maybe you give incoming requests that are negative a higher priority based on sentiment analysis, and when you publish new blog posts, you can have OpenAI generate excerpts and publish summaries to social media and email campaigns. The new actions may have a few settings, depending on what’s needed to run the action. Here’s an example where we take the details provided by a customer in a support ticket and generate a summary that’s added to the ticket for easier triage: [![Generate an excerpt with GPT-4](https://automatorplugin.com/wp-content/uploads/2023/05/Generate-an-excerpt-with-GPT-4-1024x673.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Generate-an-excerpt-with-GPT-4.png) Finally, Prompts in [OpenAI](https://automatorplugin.com/integration/openai/) fields now fully support HTML. ### New integration: Charitable Yes, Uncanny Automator 4.15 has 2 new integrations as well. The first, [Charitable](https://automatorplugin.com/integration/charitable/), is a popular donations and fundraising platform for WordPress, boasting a 4.9/5 average review score. In this integration introduction, we added support for 3 triggers: - A donation is made - A user makes a donation These new triggers enable recipes like adding a contact to a static list when a donation is made, adding users to a [MemberPress](https://automatorplugin.com/integration/memberpress/) membership level or [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) social group when a donation of over $500 is made, etc. ### New integration: Microsoft Teams Yes, you can now use Uncanny Automator to send messages, create channels and create teams with [MS Teams](https://automatorplugin.com/integration/microsoft-teams/). Consider this one a “beta” release, as the app itself hasn’t been officially approved by Microsoft. **Important**: This integration can *only* be used by “work” accounts and organizations. Personal accounts will not work, and the app itself must be connected by an organization’s administrator. These limitations are set by Microsoft. Here are the actions we support in the new release: - Create a channel in a team - Create a team - Send a direct message to a team member - Send a message to a channel Perhaps you combine it with our Charitable integration and have a message sent to an onboarding team in Microsoft Teams when a user makes a donation of over $500, or maybe when a form is submitted, you pass the contents through OpenAI to get a summary, then you send the summary and a link to the form entry to a specific user in MS Teams. ### New LearnDash Quiz tokens This is yet another *huge* addition, and it’s all in the free version. Here’s the complete set of new tokens (in addition to the existing ones) available for [LearnDash](https://automatorplugin.com/integration/learndash/) quiz triggers: - Quiz time spent - Quiz score - Quiz points scored - Quiz number of correct answers - Quiz category scores - Quiz questions and answers (combined, formatted) - Quiz questions and answers (combined, unformatted) - Quiz questions and answers (each individual question and answer token when a specific quiz is selected) [![Automator LearnDash Quiz Tokens](https://automatorplugin.com/wp-content/uploads/2023/05/New-LearnDash-Quiz-Tokens.gif)](https://automatorplugin.com/wp-content/uploads/2023/05/New-LearnDash-Quiz-Tokens.gif) We can’t count the number of times we’ve had requests from LearnDash users (for our LearnDash plugins) asking for a better way to export or report on quiz answers, or an alternative to LearnDash Notifications that has additional options and dynamic data. These are the types of things these new tokens allow. Send users a copy of the questions and their answers when they submit a quiz. Pass quiz records over to [Google Sheets](https://automatorplugin.com/integration/google-sheets/), where each answers is in a column and each quiz entry is in a row, for easy analysis of quiz records. For a lot of LearnDash sites, these new tokens will open up a world of capabilities and eliminate the need for custom development. ### Other new triggers and actions Yes, there’s still *lots* more to share in the Automator 4.15 release. [MemberPress](https://automatorplugin.com/integration/memberpress/) gains one new trigger: A user renews a recurring subscription product. Maybe on renewal they’re awarded credit, have access for a course extended, or get sent an offer for another product after the 6th successful renewal. [Groundhogg](https://automatorplugin.com/integration/groundhogg/) gets a “Create or update a contact” action that will make it easier to target contacts without worrying about whether the contact exists or is new. ### New tokens Besides the new [LearnDash](https://automatorplugin.com/integration/learndash/) tokens, our [Uncanny Toolkit Pro](https://automatorplugin.com/integration/uncanny-toolkit/) plugin gets 2 new tokens: - Course cumulative time - Course time at completion These new tokens are available when our [Simple Course Timer module](https://www.uncannyowl.com/knowledge-base/simple-course-timer/) is enabled and output time data when a course can be targeted via a LearnDash course trigger. [WooCommerce](https://automatorplugin.com/integration/woocommerce/) gets tokens for “payment URL” and “direct checkout URL”. Want to create a manual order for someone and have it instantly sent to them with a payment link? That’s the type of thing these new tokens are for. ### Other enhancements Here are some other key improvements in the [Automator 4.15](https://wordpress.org/plugins/uncanny-automator/) release: - The “Create a post” action in the [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) integration adds a drop-down so you can select a “parent” post. - [Twitter](https://automatorplugin.com/integration/twitter/) actions gain improved error messaging so it’s easier to trace action failures in the logs. - When mapping a [Zoom Webinar](https://automatorplugin.com/integration/zoom-webinars/) in an action, a token selection is now available to dynamically pass in a webinar identifier. For a full list of changes, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/using-automator-logs/). Stay tuned for the [Pro](https://automatorplugin.com/pricing/) release, with even more integrations and our new Formatter tool! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Pro 4.12: Membership conditions, triggers and more](https://automatorplugin.com/pro-4-12-membership-conditions-triggers/) **Published:** May 2, 2023 **Author:** Ryan Moore **Content:** [Uncanny Automator Pro 4.12](https://automatorplugin.com/pricing/) is now available, and it includes a pretty broad range of new features and improvements. It is a smaller release as we prepare for big, final 4.x releases in a few weeks that will pave the way for the introduction of Uncanny Automator 5.0 in late June. ### Membership conditions Sometimes we release new features for integrations and wait to assess how people are using them. We then use feedback to decide whether or not to expand them more and extending features to other integrations. That’s the case with membership conditions, where we’re rolling out new conditions in 4.12 based on user feedback. [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/), [Wishlist Member](https://automatorplugin.com/integration/wishlist-member/) and [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) now all gain variations of these conditions: - A user has a specific membership level or plan - A user does not have a specific membership level or plan [![New membership conditions for Automator](https://automatorplugin.com/wp-content/uploads/2023/05/New-membership-conditions-for-Automator.jpeg)](https://automatorplugin.com/wp-content/uploads/2023/05/New-membership-conditions-for-Automator.jpeg) This additional support makes it easy for Pro users to run actions *only* if a user does or does not have a certain associated membership. Only enroll a user in a course or send a certificate if they have a certain membership? No problem. We’re also adding support for having *any* membership as an option, including for existing [MemberPress](https://automatorplugin.com/integration/memberpress/) conditions. This means you can run actions if a user has *any* membership rather than just targeting a specific one. ### MemberPress triggers Continuing with the membership theme, [MemberPress](https://automatorplugin.com/integration/memberpress/) gains 2 new triggers: - A coupon code is redeemed - A user’s payment for a product fails Both are based on user feature requests. With the former, maybe a specific CRM tag is added to the user when a coupon code is redeemed, or perhaps coupon usage adds the user to a special webinar event. For payment failure, this will be useful to alert a sales team to intervene when something fails so they can reach out to the user personally and get payments back on track. ### Archive triggers We have triggers to easily fire recipes based on page and post views, but what about archives? Since those “pages” are neither actual WordPress pages or posts, Automator couldn’t target them. Now we can offer 2 new Pro triggers: - A user views the archive of a specific term in a specific taxonomy of a specific type of post - A specific term in a specific taxonomy of a type of post archive is viewed Phew! Those are exhausting ways of basically saying that you can trigger recipes when people visit archive URLs and there are a lot of options to control it based on taxonomy and taxonomy term. ### Change WooCommerce Subscription dates [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) gains 2 new actions: - Extend a user’s subscription to a specific product variation of a specific product by a number of days - Shorten a user’s subscription to a specific product by a number of days Basically these actions mean that you can adjust the end dates of subscriptions, either adding days or subtracting them. ### Other new additions There’s a lot that’s new and useful in [Automator Pro 4.12](https://automatorplugin.com/pricing/). Here are some of the highlights: - There’s a new [Automator Core](https://automatorplugin.com/integration/automator-core/) action to “Generate a random string”. We saw a few use cases from customers where generating some random identifier or value would be useful, so we created a nice solution that allows you to choose exactly what you want in the generated string. Once generated, the value is available as an action token in subsequent actions. The generator can be used for random numbers too. It looks like this: [![Automator generate a random string](https://automatorplugin.com/wp-content/uploads/2023/05/Automator-generate-a-random-string.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Automator-generate-a-random-string.png) - [BuddyPress](https://automatorplugin.com/integration/buddypress/) and [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) users, now you can use the asterisk character (\*) as a way to target *any* value in triggers relating to a user updating their profile. - Over in [WooCommerce](https://automatorplugin.com/integration/woocommerce/), the “user completes, pays for, lands on a thank you page for a variable product with a variation selected” adds new product tokens. WooCommerce Subscriptions, meanwhile, now supports “any subscription” when choosing conditions (so that you can target users who have any subscription in an action, no matter which subscription it is). Additional improvements are covered in the [Automator Pro changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). We hope you find the new features useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [11 Time-Saving WordPress Automations for Every Website](https://automatorplugin.com/time-saving-wordpress-automations-for-every-website/) **Published:** April 20, 2023 **Author:** Brendan Da Costa **Content:** *Bloggers, business owners and developers! These WordPress automations will shave hours off your workday and improve your workflows.* ![Automator-Save-Time](https://automatorplugin.com/wp-content/uploads/2023/04/Automator-Blog-Save-Time.png) Running a WordPress website isn’t technically manual labor. But, sometimes, between juggling your day-to-day tasks and trying to manage all of your apps, plugins and integrations, it can feel like back-breaking work. Thankfully, this is where[ Uncanny Automator](https://automatorplugin.com/pricing/) and our time-saving WordPress automations come in! Not to sound too conceited, but WordPress automations are kind of our specialty. We do, after all, make automation tools and 5-star rated WordPress plugins for a living. And after 20,000+ active installations and hours spent poring over usage statistics, we’ve learned a thing or two about which automations will save you the most time. Whether you’re a blogger, business owner or developer, dive into these life-changing WordPress automations. You’ll thank us when you’re on vacation and your website is running itself. ## **How to Automate Tasks with**[ **Uncanny Automator**](https://automatorplugin.com/pricing/) Before we get into the best time-saving WordPress automations, it’s good to know some basics about[ Uncanny Automator](https://automatorplugin.com/pricing/)—a.k.a the #1 WordPress automation plugin. That way, you can easily implement these automations on your own website when you’re ready. If you’re already familiar with Automator, feel free to [skip ahead](https://automatorplugin.com/wp-admin/post.php?post=130276&action=edit#automation). Otherwise, [download the free plugin](https://wordpress.org/plugins/uncanny-automator/) so you can follow along. And don’t forget to register your account so you can receive complimentary app credits. It’s basically free money! ![Uncanny Automator Homepage](https://automatorplugin.com/wp-content/uploads/2023/04/1-Uncanny-Automator-Homepage.png)Thanks to our no-code policy and intuitive interface, automating tasks with Uncanny Automator is beginner-friendly (and still incredibly powerful). With[ 100+ integrations](https://automatorplugin.com/integrations/), you can create any automation you can think of by following these simple steps. **Step 1: Create a New Recipe** Automator works using *recipes*, i.e. automated workflows where one event can make other things happen. After you’ve set up Automator (and registered to receive your app credits), head to your WordPress Admin Dashboard. From the sidebar, navigate to *Automator* > *Add New*. A pop-up window will appear in a new screen where you can select your recipe type; either *Logged-in users* or *Everyone*. ![automator-recipe-type](https://automatorplugin.com/wp-content/uploads/2023/04/2-Automator-Recipe-Type.png)Select your recipe type carefully (you can’t change this after) and click **Confirm**. **Step 2: Name Your Recipe** It’s a good idea to get in the habit of naming your automations to make them easy to recognize at a glance. We normally name our recipes based on the integrations involved or based on the particular workflow that we’re automating. **Step 3: Configure Your Trigger(s)** In Automator, [*triggers*](https://automatorplugin.com/knowledge-base/managing-triggers/) are the events on your website that set automations into motion. Triggers can be anything from a user or visitor viewing a page to incoming webhook from outside web applications. To set up a trigger, select from one (or more) of Automator’s integrations in the *Triggers* panel of your recipe editor. ![automator-trigger-integrations](https://automatorplugin.com/wp-content/uploads/2023/04/3-Automator-Trigger-Integrations.png)After you’ve selected an integration, a drop-down list will appear with the available triggers. For example, we’ve selected the **WordPress** trigger, *A user is created with a specific role*. Some triggers and actions will have additional fields (highlighted in blue) for you to fill out. Once you’re finished, click **Save**. **Step 4: Configure Your Action(s)** [*Actions*](https://automatorplugin.com/knowledge-base/managing-actions/) are the events, either on your website or in an app, that occur as a result of the trigger(s). To set up an action, select from one (or more) of Automator’s 100+ integrations in the Actions panel. For example, we’ve selected the [LearnDash](https://automatorplugin.com/share/learndash) integration. ![automator-learndash-integration](https://automatorplugin.com/wp-content/uploads/2023/04/4-Automator-LearnDash.png)After you’ve selected your integration, select an action from the drop-down list. We’ve chosen the action *Enroll the user in a course*. Automator will then prompt us to select a course. When you’re finished, click **Save**. Your action should look something like this: ![automator-learndash-enroll-the-user-in-a-course](https://automatorplugin.com/wp-content/uploads/2023/04/5-Automator-LearnDash-Enroll-the-user-in-a-course-Live.png)**Step 5: Go Live!** With your trigger and action all set up, you’re just about ready to start saving time with WordPress automations. All that’s left for you to do is toggle your recipe from *Draft* to *Live*. ![automator-recipe-draft-to-live](https://automatorplugin.com/wp-content/uploads/2023/04/6-Automator-Recipe-Draft-to-Live.gif)Congratulations! You’ve just made your first time-saving automation! [Automating your onboarding workflows](https://automatorplugin.com/how-to-automate-your-customer-onboarding-process/) is one of the best WordPress automations you can set up. And you did it in five easy steps!Now that you know the basics of Uncanny Automator, let’s jump in to our top 11 time-saving automations for WordPress sites. ## **1. Automate Your Blog Posts (And Boost Your SEO with [**AIOSEO**](https://automatorplugin.com/share/aioseo-bf2022)**)** ![automator-wordpress-automation-openai-blog-posts](https://automatorplugin.com/wp-content/uploads/2023/04/7-Automator-OpenAI-Blog-Posts.png)Combine the power of WordPress automations with AI. Two of Uncanny Automator’s most powerful integrations (and some of our favorites) are [OpenAI’s](https://automatorplugin.com/integration/openai/) GPT and DALL-E models. Using these integrations, you can generate written and visual content for your blog in one fell swoop. In the recipe above, we used a [WPForms](https://automatorplugin.com/share/wpforms) form submission to pass along text and image prompts to OpenAI’s GPT and DALL-E. We then created a new post with the text and image response [*tokens*](https://automatorplugin.com/knowledge-base/managing-tokens/) and some fields from our form. ![automator-wordpress-tokens](https://automatorplugin.com/wp-content/uploads/2023/04/8-Automator-WordPress-Create-a-post-Title-and-Content.gif)With this recipe, we were able to turn this: ![wpforms-openai-blog-post](https://automatorplugin.com/wp-content/uploads/2023/04/9-WPForms-Blog-Post.png)into this, in just one click: ![wordpress-openai-blog-post](https://automatorplugin.com/wp-content/uploads/2023/04/10-WordPress-Blog-Post.png)Once you’ve finished editing your new content, you can give it an added visibility boost with auto-generated titles and meta descriptions using [AIOSEO](https://automatorplugin.com/share/aioseo-bf2022)‘s OpenAI integration. In your post editor, just click on the little icon in the *Title* or *Meta* description fields and receive AI and SEO optimized suggestions. Additionally, Automator will add DALL-E generated images directly to your WordPress media library so you don’t have to. ## **2. Automate Your Social Media Posts** ![automator-wordpress-automation-blog-to-social](https://automatorplugin.com/wp-content/uploads/2023/04/11-Automator-Blog-Posts-to-Social-Media-Recipe.png)Now that you know how to create endless SEO-friendly content at the click of a button, it’s time to spread the word. While there are dedicated post-to-social plugins and automation tools, none of them can integrate with your broader workflows quite like Uncanny Automator can. With that recipe, we’re able to decide which blog posts we push out to our social media accounts. Using tokens, we’re also able to decide which image(s) to publish along with our social excerpts so we can customize the experience across our various platforms. To fully integrate our social media platforms into our workflows, we also have some recipes to automatically share positive product reviews, like this one: ![automator-wordpress-automation-review-to-social](https://automatorplugin.com/wp-content/uploads/2023/04/12-Automator-Review-to-Social-Media-Recipe.png)## **3. Capture User Records in Google Sheets** By now, our users have come up with tens of thousands of time-saving WordPress automations. That’s part of the beauty of using Automator—it can automate just about any workflow you can think of! Nevertheless, there are some recipes that all of our users find to be worth their weight in digital gold. Namely, any automation that sends their precious data directly to Google Sheets. **6.1 Send Form Submissions to Google Sheets** ![automator-wordpress-automation-code-tracking](https://automatorplugin.com/wp-content/uploads/2023/04/13-Automator-Code-Redemption-Tracking-Recipe.png)Whether it’s contact forms, help desk intake requests, surveys, subscriptions or applications, forms are an integral part of every WordPress website’s workflows. We’re using the recipe above to track our discount code redemptions. Every time one of our users redeems a code, Automator will check it against our records in Google Sheets and record which user redeemed it. **6.2 E-Commerce Purchases** ![automator-wordpress-automation-woocommerce-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/04/14-Automator-Completed-Orders-to-Google-Sheets.png)Syncing your WooCommerce product sales to Google Sheets will help you create custom statistics and KPIs later on down the road. ## **4. Automate Slack Notifications for Everything** ![wordpress-automation-woocommerce-slack](https://automatorplugin.com/wp-content/uploads/2023/04/15-Automator-Customer-Retention-Notification.png)With automated Slack notifications (for literally anything on your website), you’ll never miss an opportunity. Even if you’re tanning on a beach far from the office. Whether it’s an urgent submission, closing a big sale or just part of your customer retention workflows, automating your Slack notifications will save you hours. For LMS users, you can even send urgent notifications to educators when students fail quizzes or courses so they can get started on remedial actions right away. ![wordpress-automation-learndash-slack](https://automatorplugin.com/wp-content/uploads/2023/04/16-Automator-Failed-Quiz-Notification.png)## **5. Automate Email Notifications for Everything** Email is still the best tool for sending detailed notifications to users or customers outside of your organization. And, though e-commerce plugins like WooCommerce allow you to send email notifications throughout the purchasing journey, Uncanny Automator gives you more granular control over your communications. ![wordpress-automation-woocommerce-email](https://automatorplugin.com/wp-content/uploads/2023/04/17-Automator-Send-an-email-actions-with-Filters.png)With the actions pictured above, we’re able to send order confirmation emails to our customers from different email accounts based on which product(s) they purchased using tokens and [*filters*](https://automatorplugin.com/knowledge-base/action-filters-conditions/). Recipes like that one can help you and your customers save time by connecting them to the right sales or support team. ## **6. Automate and Integrate Your CRM** WordPress marketing automation tools like [HubSpot](https://automatorplugin.com/share/hubspot) and [ActiveCampaign](https://automatorplugin.com/share/activecampaign/) help businesses create detailed customer profiles. Those profiles can help improve lead generation, boost conversions, tailor the customer experience and save you enough hours to go backpacking across Asia. With help from Uncanny Automator, you can further integrate your CRM into every aspect of your website and workflows. ![wordpress-automation-activecampaign-tag](https://automatorplugin.com/wp-content/uploads/2023/04/18-Automator-ActiveCampaign-Page-View-Tagging.png)With the recipe pictured above, we’re using Uncanny Automator tokens to allow users to create their own CRM tags based on their unique site behavior. Instead of spending hours researching various types of site visitors, simply create Automator recipes that enable users to define themselves. Here’s how we did just that using an ActiveCampaign action and Automator’s tokens feature. ![automator-activecampaign-tokens](https://automatorplugin.com/wp-content/uploads/2023/04/19-Automator-ActiveCampaign-Custom-Tag.gif)Pack your bags—this automation is going to save you so many hours. ## **7. Automate Your LMS** One of the automations that our users tells us saves them the most time is the ability to track their LMS data in Google Sheets. With this recipe, you can use the data-crunching power of Google Sheets to better serve your students and educators. ![wordpress-automation-learndash-google-sheets](https://automatorplugin.com/wp-content/uploads/2023/04/20-Automator-LearnDash-Quizzes-to-Google-Sheets.png)Another great time-saving automation for your LMS is the ability to grant conditional access to courses as your users make their way through a curriculum. In the recipe below, for example, we keep our users moving through our content pipeline by only enrolling them in additional courses after they’ve completed a feedback survey. ## 8. Collect Feedback Automatically ![Request feedback for WordPress customers](https://automatorplugin.com/wp-content/uploads/2023/04/Request-WordPress-Feedback.png) Speaking of feedback, is there a more valuable planning tool than the opinions or important customers? Uncanny Automator makes it easy to solicit feedback automatically. In the example above, we’re targeting users that spend at least $100 in our WooCommerce store and sending them an email that includes a link to a survey. Of course, we want to give them a chance to use their product first, so the feedback request goes out 30 days after the purchase (it’s easy with Automator’s powerful [delay and scheduling features](https://automatorplugin.com/knowledge-base/scheduled-actions/)). And we don’t want to bombard our best customers with feedback requests, so in the recipe details in the upper right, our recipe makes sure that each customer only gets the feedback request after their **first** purchase. ## **More Time-Saving WordPress Automations** Quite apart from the time-saving WordPress automations that you can create with Uncanny Automator, you can save even more time by automating your website’s basic functionalities. These three extra automations are guaranteed to shave hours off your workdays and give you more time for vacays. ## **9. Automate WordPress Backups** One of the simplest (and safest) time-saving WordPress automations that you can set up is automated backups. Automating your WordPress website’s backups can help you guard against unforeseen circumstances such as hacking, server crashes or accidental data loss. It’s a sure way to save yourself some time—and some sleepless nights. WordPress plugins like [UpdraftPlus](https://updraftplus.com/) and [BackupBuddy](https://ithemes.com/backupbuddy/?=matchtype=b&keyword=backupbuddy%20plugin&cid=14487028719&agid=132326792291&device=c&placement=&creative=629501906087&target=&adposition=&utm_source=google&utm_medium=cpc&utm_term=backupbuddy%20plugin&utm_content=629501906087&utm_campaign=search+-+na+-+backup+-+buddy&gclid=CjwKCAjw586hBhBrEiwAQYEnHVLgI_DSz2_ICgfZ2-bZKq5rve9AWp9E1O-HtOcY1Za1Fudyvf-qsxoCk_YQAvD_BwE) allow you to backup your WordPress website without hassle. Most managed WordPress hosts also support automated backup. Setting up automated WordPress website backups without a plugin requires a bit more technical knowledge. However, most web hosting service providers have automated or semi-automated backup features. If you’re not certain if your web host provides automated backups, navigate to your account and find the control panel or reach out to your web host’s support team. ## **10. Automate WordPress Security Scans** A secure WordPress website is the digital equivalent of a secure shopping center. Your data and proprietary assets, your website’s visitors’ data and your affiliate’s data all depend on your ability to maintain a safe and secure website. Thankfully, with automated updates, you don’t have to worry about accidentally forgetting to lock the digital door after a long day at work. ![aios-homepage](https://automatorplugin.com/wp-content/uploads/2023/04/23-AIOS-Homepage.png)When it comes to your WordPress website’s security, it’s best to trust in a dedicated plugin. Personally, we swear by [AIOS](https://aiosplugin.com/) and [Wordfence](https://www.wordfence.com/). We’re not saying that they’ll turn your website into Fort Knox, but you should feel confident depositing your digital gold (a.k.a. data) in their trusted hands. ## **11. Automate WordPress Plugin and Theme Updates** Keeping your WordPress plugins and theme up-to-date are an important part of keeping your WordPress site safe and performant. Updates regularly come with new features, improved security and bug fixes. Additionally, because your plugins often work together, keeping them updated ensures that they remain compatible as developers release new features. For mission-critical e-commerce, e-learning and membership sites, we typically recommend manual updates for major releases and the use of a Staging environment to assess the impact of updates before they go live. For minor updates and sites that don’t require accounts for visitors, however, automatic theme and plugin updates are a great way to save time and offload some WordPress maintenance. How can you make sure automatic updates don’t cause problems on your site? Some hosts, like [WP Engine](/share/wpengine), support “smart” plugin updates that automatically check your site for errors and visual changes. If there is a problem, they can let you know and roll back the change. And with that, we have covered 11 of the best time-saving WordPress automations that you can get started with right now. What are some of the tasks that take up most of your time? Let us know in the comments section below and we’ll be happy to cook up even tastier time-saving recipes so that you can finally kick back and relax. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices, Recipe Ideas, Use Cases --- ### [New Integrations: Zoho Campaigns & Thrive Quiz Builder](https://automatorplugin.com/new-integrations-zoho-campaigns-thrive-quiz-builder/) **Published:** April 20, 2023 **Author:** Ryan Moore **Content:** Strap in, because [Uncanny Automator 4.14](https://wordpress.org/plugins/uncanny-automator/) is a big release with a lot more than just new integrations (although they are fantastic new additions). This update to our free no-code automation plugin adds some important features for WordPress developers and general Automator users. ### Webhook action tokens Yes, we’re going to lead with a feature that has been requested from countless site owners and really takes our [webhook support](https://automatorplugin.com/article-categories/wp-webhooks/) to the next level. So what are “webhook action tokens”? Well, when you send data to other sites now via webhook, the other system receives it and that’s it. The recipe is done. But sometimes when that data goes out, the other system can send a response back. Maybe it’s just an acknowledgement, maybe it’s important data that you want to use in some way, or some JSON object you need to parse and action. With webhook action tokens, Automator can now listen for a response and allow you to use it in other actions in the recipe. While extremely powerful, it is a bit complicated to set up and intended for more advanced users. The process basically looks like this: 1. Set up an outgoing recipe action first. 2. Use the **Send test** button in the webhook action to send sample data to the target webhook URL, like this: [![Send a webhook test](https://automatorplugin.com/wp-content/uploads/2023/04/Send-a-webhook-test.png)](https://automatorplugin.com/wp-content/uploads/2023/04/Send-a-webhook-test.png) 3. Create a new action after sending the test, and in the action tokens for the *Send data to a webhook* action, look for the new action tokens to be available (see below). Response tokens will have a “Response – Token key” prefix. [![Webhook action tokens](https://automatorplugin.com/wp-content/uploads/2023/04/Webhook-Action-Tokens.png)](https://automatorplugin.com/wp-content/uploads/2023/04/Webhook-Action-Tokens.png) 4. Once the new action tokens have been added to your recipe, you can take the actions and recipe live. ### Zoho Campaigns [Zoho Campaigns](https://automatorplugin.com/integration/zoho-campaigns/) is an email marketing platform that streamlines designing, sending, and tracking personalized campaigns. With robust automation, analytics, and integrations, it fosters strong customer relationships while ensuring compliance with anti-spam laws. Uncanny Automator has 4 actions for Zoho Campaigns: - Create a list - Move a contact to Do-Not-Mail - Subscribe a contact to a list - Unsubscribe a contact from a list Certainly there’s a lot of focus here around lists and email campaigns. If you use Zoho, the new additions will make list management a lot easier, as you can now add and remove users from lists based on site activity, purchases, form submissions and more. ### Thrive Quiz Builder [Thrive Quiz Builder](https://automatorplugin.com/integration/thrive-quiz-builder/) is a powerful WordPress plugin designed to create engaging and interactive quizzes, driving user engagement and boosting conversions. With its intuitive drag-and-drop interface, users can effortlessly design customized quizzes, assess user data, and generate targeted leads. With today’s Automator 4.14 release, we’re adding one important trigger for quizzes: A quiz is completed. With it, sites might add recipes that send a notification when a quiz is complete, unlock new content, initiate an onboarding campaign, send a coupon code, etc. ### WordPress post triggers There are 5 new triggers related to posts being published and updated in [WordPress core](https://automatorplugin.com/integration/wordpress-core/). Here’s the list: - A post is updated - A post in a taxonomy is updated - A post in a taxonomy is published - A user publishes a post - A user updates a post type The obvious question is why we need the new options and why we’re splitting things up. One reason is that taxonomy-dependent triggers run on crons, and if crons aren’t working in an environment for some reason then the triggers might fail (and in most cases people were using them for “any taxonomy” selection, so didn’t need the cron). By having triggers without taxonomy options, we can fire them immediately and they will work even if crons are disabled on a site. The second reason is that we had some users run into situations where older “user publishes a post” triggers would fire on every update, whereas they only wanted them to run for the initial post being published. The new triggers for publishing target the initial publishing only, and the update post can then target update activity only. ### And the rest Everyone is talking about [OpenAI](https://automatorplugin.com/integration/openai/) right now, and it’s easily our fastest growing integration in terms of recipe usage. We’ve had a few tickets complaining about timeouts, however, as long prompts and high response lengths can take OpenAI too long to process. This causes some sites and services to fail if they don’t receive a response within a 30 second limit. In the Automator 4.14 release, we are rerouting requests back to sites in a way that allows us to force a default timeout limit of 120 seconds instead of 30 seconds. (There is a new automator\_openai\_http\_client\_timeout filter available for sites that override it, but the default value should be a lot more accommodating for slow OpenAI responses.) [WordPress Download Manager](https://automatorplugin.com/integration/wp-download-manager/) users: The new tokens for User ID, Username, First name, Last name and Email tokens will be invaluable for sites reporting on download activity. We had a number of requests for these additions from users sending download records to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) for analysis. Developers, stand by for new documentation on next week, as today’s release also includes a new framework for development that can slash the code required to build new integrations by over 50%. For a full list of changes, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Create an Instagram Worthy WordPress Blog with Automator](https://automatorplugin.com/create-an-instagram-worthy-wordpress-blog-with-automator/) **Published:** September 2, 2022 **Author:** Brendan Da Costa **Content:** If you’re trying to grow your WordPress blog with [Instagram](https://automatorplugin.com/integration/instagram/), then you’ve come to the right place. Social media platforms provide content creators with the opportunity to find and connect with their audience in more engaging ways. Of course, they also provide you with the opportunity for more time-consuming work. With [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), however, you can create your own social media management platform right from your WordPress dashboard. Use Automator to manage your Instagram worthy—and ready—blog and stop spending hours formatting posts. In this step-by-step tutorial, we’ll show you how to connect [Instagram](https://automatorplugin.com/integration/instagram/) to your WordPress blog using [Automator](https://wordpress.org/plugins/uncanny-automator/) so you can spend more time writing and less time hashtagging. ## **Instagram for Bloggers: 101** Social media platforms like [Instagram](https://automatorplugin.com/integration/instagram/) are a great place to express your creativity but there are some conventions you’ll need to follow to make the most of them and grow your blog. Follow these simple rules to leverage Instagram to your advantage—and then let [Automator](https://wordpress.org/plugins/uncanny-automator/) do all of the work for you! ### **Use the Right Hashtags** On social media, hashtags are what make your content searchable for your intended audience. You can include [up to 30 hashtags](https://help.instagram.com/351460621611097) per post on Instagram to ensure that everyone who wants to find your content can. But trying to remember all of those hashtags—and then typing them out each time you want to post—can be a drag. We’ll show you how to use [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) to master the hashtag and save yourself from needless repetition. ### **High-Quality Images** Much like with your website, one of the most important aspects of an Insta-worthy blog is having jaw-dropping pictures. Of course, not everyone can be a professional photographer like Ansel Adams or a Pixar-perfect animator. But with the help of some free software, you can create featured images for your blog posts that’ll make your Instagram feed the most shareable thing on the internet. #### **Canva** [Canva](https://www.canva.com/) is an easy-to-use and free graphic design platform. With countless templates to choose from, you can edit, save and download your images so that they’re ready to share on Instagram in just a click. #### **Easil** [Easil](https://about.easil.com/) is another web based graphic design platform. It’s free to get started, comes with thousands of templates, millions of stock images and an easy to use drag-and-drop editor. Now that you’re making scroll-stopping images, you’re one step closer to making your blog Insta-worthy. ### **Call to Action** Your hashtags will ensure that [Instagram](https://automatorplugin.com/integration/instagram/) users can find your content and your images will stop their scroll mid-screen. But now that you’re racking up impressions, what’s next? Including a call to action in your posts is how you turn all of those impressions into subscribers. Include links to your blog posts and landing pages to start turning your Instagram followers into blog subscribers and, with [Automator](https://wordpress.org/plugins/uncanny-automator/)’s help, paying members! ## **Introduction to Uncanny Automator** [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is the #1 WordPress automation plugin. With Automator, you can connect your various plugins and favorite web apps to seamlessly sync your workflows and create new ones. ![Uncanny Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/CleanShot-2022-08-31-at-05.25.06@2x.png) [Automator](https://wordpress.org/plugins/uncanny-automator/) works using combinations of triggers and actions called recipes. It’s free to get started with Automator—plus you’ll get [250 app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) when you sign up so you can try out some app integrations! When you’re ready, upgrade to [Automator Pro](https://automatorplugin.com/pricing/) for unlimited credits. [Click here](https://wordpress.org/plugins/uncanny-automator/) to download the free version of Automator so you can follow along with the examples below and start growing your audience right away. ## **How to Connect Instagram to Your WordPress Blog** Now that you have [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) installed on your WordPress website, you can start to use it as a social media management tool. Follow these steps to connect your [Instagram](https://automatorplugin.com/integration/instagram/) account to your WordPress blog. ### **Step 1: Instagram Business Account** Before you connect [Instagram](https://automatorplugin.com/integration/instagram/) to your WordPress website, you’ll need an Instagram Business account. If you already have one, then you’re all set to jump to Step 2. Otherwise, [click here](https://www.facebook.com/business/help/502981923235522) for a brief tutorial on switching from a personal account to a business one or find the abridged version below. 1. From your Instagram account, navigate to *Settings* > *Account*. 2. At the bottom, click **Switch to professional account**. 3. In the following screen, select *Business*. That’s it! ### **Step 2: Connect Facebook Pages to Automator** Before you can connect [Instagram](https://automatorplugin.com/integration/instagram/) to [Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll need to connect the [Facebook Pages](https://automatorplugin.com/integration/facebook/) account associated with your Instagram business account. [Click here](https://automatorplugin.com/knowledge-base/facebook/) for a detailed step-by-step guide or find the abridged version below: 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. 2. Under the *App Integrations* tab, select *Facebook Pages* and click **Connect Facebook account**. 3. Follow the prompts to select your Facebook account and the related Instagram business account then agree to the permissions so Automator can post on your behalf. ### **Step 3: Connect Instagram** Finally, all you need to do is to connect your [Instagram](https://automatorplugin.com/integration/instagram/) account. This will only take a few clicks because you’ve already connected your [Facebook](https://automatorplugin.com/integration/facebook/) account. Nevertheless, if you’d like a detailed step-by-step guide, [click here](https://automatorplugin.com/knowledge-base/instagram/) or find the abridged version below: 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. 2. Select *Instagram* and click **Connect account** and follow the prompts. 3. You’re all set! ## **Automatically Post to Instagram** In this recipe, we’ll show you how to automatically share your WordPress blog posts to Instagram with glorious images, preset hashtags and a call to action that boosts click-through and conversion rates. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) ### **Step 2: Name Your Recipe** It’s a good idea to come up with a naming convention for your recipes that makes them easy to identify. We’ve named this recipe *Post to Instagram*. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *WordPress*. ![Automator Triggers Menu WordPress](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-3.png) From the drop-down list that appears, select *A user publishes a type of post with a taxonomy term in a taxonomy*. ![Automator Trigger WordPress Drop-Down List](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-4.png) Automator will then present you with several fields. Using these fields, you can decide which of your posts you want to have automatically shared on Instagram. ![Automator Trigger Taxonomy term Field](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-5-1.png) If you post several different kinds of content, differentiated by categories or tags, you can use these fields in other recipes to create different workflows for each. For example, in the image above, we have selected the category type *Foodies*. When we create our automated hashtags, we’ll optimize our hashtags for this category. In another recipe, we could select *Travel* and optimize our hashtags for that type of content. When you’re finished, click **Save**. Your trigger should look like this: ![Automator Trigger WordPress A user publishes a Post...](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-6-1.png) ### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** then select *Instagram*. ![Automator Actions Menu Instagram](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-26.png) From the drop-down list that appears, select *Publish a photo to an Instagram Business account*. Make sure that Automator has preselected the correct Instagram account. In the *Image URL or Media library ID* field, select *Post featured image URL* to showcase your newfound image editing and graphic design skills. ![Automator Instagram Action Post Featured Image URL](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-8.png) The *Caption* field is where you get to write your copy and engage with your Instagram followers. ![Automator Action Instagram Caption Field](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-9-1.png) Use tokens—dynamic data stored on your WordPress website and within your recipe—to make each post unique. And the best part? Write your hashtags this one time so you don’t have to spend 30 minutes doing it every time you make a new post! ![Automator Action Instagram Caption Example](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-10.png) Format your caption just as you would on Instagram with dots or skipped lines between your copy and your hashtags so they don’t clutter up your message. When you’re done, click **Save**. Your action should look like this: ![Automator Action Instagram Publish a post to...](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-11.png) ### **Step 5: Go Live!** With your trigger and action configured, it’s time to take your recipe live and start leveraging Instagram to grow your WordPress blog. In the upper right-hand corner, toggle your recipe from *Draft* to *Live*. It should look like this: ![Automator Instagram Post Recipes to Instagram](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Image-12-1.png) Set up more recipes for all of your different types of content and watch your posts go viral on social media. ## **Don’t Stop Automating** Now that you have your first recipe under your belt—and more on the way—you’ll want to create more workflows that turn your Instagram followers into blog subscribers. Create popups with [Elementor Pro](https://automatorplugin.com/integration/elementor/) to get visitors from Instagram signed up to your blog then save your best content for members-only areas with [MemberPress](https://automatorplugin.com/integration/memberpress/). And when your audience really starts to grow, create targeted email campaigns with [Automator](https://wordpress.org/plugins/uncanny-automator/) and [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) based on the number of times your members have viewed your content! How do you use social media to grow your audience? What are some of the automations that would save you time? Let us know in the comments below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [How to Connect WPForms to Google Calendar](https://automatorplugin.com/how-to-connect-wpforms-to-google-calendar/) **Published:** October 3, 2022 **Author:** Brendan Da Costa **Content:** Every WordPress business owner knows the importance of time management and scheduling. However, whether it’s ever-pressing deadlines or client appointments, there never seems to be enough time to, well, manage your time. Fortunately, for those of us running behind the clock, there’s a solution. By connecting [WPForms](https://automatorplugin.com/integration/wp-forms/) to [Google Calendar](https://automatorplugin.com/integration/google-calendar/) with [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you can start to automate your workflows and save time for the important things in life—like catching up on your TV shows. Connect WPForms to Google Calendar for free and watch your workflows handle themselves. ## **An Introduction to WPForms and Google Calendar** Connecting [WPForms](https://automatorplugin.com/integration/wp-forms/) to [Google Calendar](https://automatorplugin.com/integration/google-calendar/) using [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) can unlock the potential of these powerful (and free) tools. But before we start automating workflows and optimizing schedules, it’s worth learning more about what WPForms and Google Calendar can do all on their own. ### **WPForms** [WPForms](https://automatorplugin.com/integration/wp-forms/) is a beginner-friendly—but feature rich—WordPress form-building plugin. With its intuitive drag-and-drop interface and an ever-growing list of functions, it’s not difficult to see why WPForms is one of the most popular plugins on the market today. ![WPForms Home Screen](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-1.png) The free version of WPForms, WPForms Lite, comes equipped with dozens of handy templates to get you started with just a few clicks. The paid version, on the other hand, allows you to create more sophisticated forms with built-in integrations and safety features such as spam protection and privacy compliance. ### **Google Calendar** In today’s business environment, most companies—big and small—make use of at least some of Google’s products and services. Despite the near ubiquity of tools such as Gmail and Google Docs, however, few businesses are truly making the most of Google’s full suite of goodies. ![Google Workspace for Education Home Screen](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-2.png) [Google Calendar](https://automatorplugin.com/integration/google-calendar/), for example, is a scheduling powerhouse with the ability to form the foundation of your digital media, e-learning or service based business. When paired with other workplace favorites such as [Google Sheets](https://automatorplugin.com/integration/google-sheets/), Meets and Slides, Google Calendar can help you keep your various projects and workflows organized and on-schedule. ## **Why Connect WPForms to Google Calendar?** Both [WPForms](https://automatorplugin.com/integration/wp-forms/) and [Google Calendar](https://automatorplugin.com/integration/google-calendar/) can help you organize your workflows—but together, they can do so much more. Whether you’re running a small WordPress blog or a rapidly growing e-learning platform, connecting WPForms to Google Calendar will create new opportunities for your business. Here are just a few examples of what you can do with this powerful pairing: - Automatically register students in pre-scheduled Google Meet classes and share relevant course material. - Generate various types of customer appointments and easily differentiate between them using multiple calendars. - Send out automated, personalized emails to your users to celebrate their birthdays, anniversaries or other special occasions. - Automatically register users for special events and follow-up with additional promotional emails to boost your conversion rates. Now that your creative juices are flowing, it’s time to figure out how to connect WPForms to Google Calendar—all for free! Your workflows will be running like a German train schedule in just a few clicks. ## **Connecting WPForms to Google Calendar** To start automating your workflows, you’ll need: 1. [WPForms Lite](https://automatorplugin.com/integration/wp-forms/) or WPForms. You can download the plugin from your WordPress Admin Sidebar by navigating to *Plugins* > *Add New* and typing “wpforms” into the search bar. 2. The Google account associated with your business. If you don’t have one, don’t worry. Basic Google accounts are free and come with a whole host of Google products and services. 3. Uncanny Automator. You can download Automator from or directly from your WordPress Admin Sidebar by navigating to *Plugins* > *Add New* and typing “uncanny automator” into the search bar. Once you’ve downloaded WPForms and [Google Calendar](https://automatorplugin.com/integration/google-calendar/), you can start to populate your website and schedule with all of your particulars. Uncanny Automator will detect when you’ve downloaded and activated WPForms. But to start automating your workflows, you’ll first need to connect Google Calendar to Uncanny Automator. There are a few ways to do this: ### **Option 1: Connect Google Calendar from Automator Settings** From your WordPress Admin sidebar, navigate to *Automator* > *Settings* and then, from the window, select *App Integrations*. From the list of integrations on the left-hand side, select *Google Calendar* and click **Connect Google account**. Follow the prompts to complete the process. ![](https://automatorplugin.com/wp-content/uploads/2022/10/SCR-20230331-t3c.png) ### **Option 2: Connect Google Calendar from a New Recipe** You can also connect [Google Calendar](https://automatorplugin.com/integration/google-calendar/) to [Automator](https://wordpress.org/plugins/uncanny-automator/) while making a new Automator recipe. Simply navigate to *Automator* > *Add New* from your WordPress Admin Sidebar. You’ll be prompted to select a recipe type—for our purposes right now, it’s not particularly relevant which recipe type you choose. Scroll down to the *Actions* box and click **Add action**. From the list of integrations that appears, select *Google Calendar*. ![Connect Google Calendar to Automator Recipe Screen](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-3.4.png) A pop-up window will appear. Click **Connect account** and follow the prompts. ![Connect Google Calendar to Uncanny Automator via Recipe Screen](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-4.png) Congratulations, you’re ready to start automating your workflows and regaining control of your schedule! Below, we’ve included one example of the many ways in which you can pair WPForms and Google Calendar to improve your existing workflows and create new ones. ## **Example: Register Users for a Free Web Series** One of the best ways to promote your paid content is to offer free content that gets prospective customers into your sales funnel. With [WPForms](https://automatorplugin.com/integration/wp-forms/) and Google Calendar, you can get your users and site visitors signed up for a free web series in no time. [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) works using [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/), i.e., sets of triggers and actions that automate your workflows. In this example, the *trigger* will be the completion and submission of a form and the *action* will be inviting a guest to a Google Calendar event. ### **Step 1: Create Your Web Series** Open Google Calendar from your Google account. Click **Create** and then **Event** in the upper left-hand corner. In the pop-up window that appears, click **Add Google Meet video conferencing**. Google will automatically generate a *Meeting ID* but you can configure your meeting settings, including guest permissions, by clicking on the gear icon labeled *Video call options*. Once you’ve configured your Google Meet settings to your liking, you can finish setting up your event. In our example, we’ve configured a week-long event. When you’re finished, your event should look something like this: ![Google Calendar Event Window](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-6.png) Click **Save**. ### **Step 2: Create Your Registration Form** With your event all set up, it’s time to give your guests the ability to sign-up by creating a registration form with WPForms. From your WordPress Admin Sidebar, navigate to *WPForms* > *Add New*. You can select from a number of templates but we’re just going to use a blank slate. ![WPForms Form Selector](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-7.png) Click **Create Blank Form**. In the form-building window, drag and drop *Name* and *Email* into your workspace. Both fields should appear with a red asterisk next to their title to indicate that they are required for form completion. If not, click on the field and toggle the button next to *Required* in the form-builder sidebar. Both Google Calendar and Google Meets use emails to invite and manage event attendees and guests. When you’re finished, your form should look like this: ![WPForms Name and Email Form](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-8.png) In the upper right-hand corner, click **Save** then **Embed** and follow the prompts to publish your new form on your website. ### **Step 3: Select Automator Recipe Type** From Your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. Automator will prompt you to select your recipe type. In this example, we’ve selected *Everyone* so that all visitors to your site, whether they are site users/members or not, can register for your web series. Click **Confirm**. ![Automator Recipe Type Selector Everyone](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-9.png) If you wanted, you could create a second form and Automator recipe for *Logged-in users* that registers them for an extended version of your web series. ### **Step 4: Name Your Recipe** Before selecting your *Trigger* and *Action*, name your recipe. A simple naming convention for Automator recipes is to include the integrations used in the recipe and the action. Following that convention, our recipe title would be *WPForms-Google Calendar: Web Series Registration*. ![Automator Recipe Title](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-10.png) ### **Step 5: Select Your Trigger** In the *Trigger* pane beneath the recipe title, click **WPForms** then select *A form is submitted* from the drop-down list that appears. ![Automator WPForms Trigger Selector](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-11.png) Select your web series registration form then click **Save**. Make sure that your trigger is *Live*. It should look like this: ![Automator WPForms Trigger Live](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-12.png) ### **Step 6: Select Your Action** Scroll down to the *Actions* pane and click **Add action**. From the list of integrations that appears, select *Google Calendar* and *Add an attendee to an event in a Google Calendar* from the drop-down list. ![WPForms Google Calendar Action Selector](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-13.png) In the next window, select the calendar that contains your web series event. Under *Attendee email*, click on the WPForms drop-down list and select *Email*. This is what Google Calendar will use to extend event invitations. ![Automator Google Calendar Email Selector](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-14.png) Once you’ve configured your first action, click **Save**. Repeat this step for each of the events in your web series. When you’re finished, toggle your recipe from *Draft* to *Live*. Your recipe should look something like this: ![Automator WPForms Google Calendar Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-WPForms-to-Google-Calendar-Image-15.png) With workflows this seamless, your web series will fill up in no time! You can even build hype around your web series by creating a limited number of spaces. All you have to do is click **Edit** next to *Total times* in the *Recipe* pane in the upper right-hand corner of your recipe window. Then simply disable your WPForms registration form. ## **Augment Your Automations** With your first recipe under your belt, you can start connecting all of your workflows with your schedule and put your business on autopilot. Once you’ve mastered [WPForms](https://automatorplugin.com/integration/wp-forms/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), upgrade to the pro versions to create powerful workflows that will take your business to the next level. Want to share lesson plans with the whole team and generate everyone’s schedule? Pair WPForms’ advanced fields and pro templates with Automator to create [Google Calendar](https://automatorplugin.com/integration/google-calendar/) events for the whole team, replete with all of the lesson plan documentation. Have any other ideas on connecting your workflows with your calendar? Let us know in the comments section below. Happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas --- ### [Top 10 Automation Hacks for BuddyBoss Sites](https://automatorplugin.com/automation-hacks-for-buddyboss-sites/) **Published:** November 4, 2021 **Author:** Sandipan **Content:** Searching for automation hacks for BuddyBoss sites? Your search ends here. BuddyBoss is a popular WordPress plugin that allows you to build social communities. It comes with useful features like social groups, private messaging, member profiles, forums, and more. You can also use it to sell memberships and online courses on your website. If you’re managing a social website powered by BuddyBoss and want to automate repetitive tasks on your website, then you’re in the right place. In this article, we’ll share the top 10 automation hacks for BuddyBoss sites to make your life easy. ## Automation Hacks for BuddyBoss Sites The plugin that can help you to automate tasks on your BuddyBoss site is [Uncanny Automator](https://automatorplugin.com/). It is a powerful automation plugin that can connect WordPress plugins, WordPress sites, and your favorite web apps. The best part is you don’t need any coding knowledge to use it. You’ll have to [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) for automating any task using the Uncanny Automator plugin. And a recipe basically tells your WordPress site – “if **this** happens ([trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)), then do **that** ([action](https://automatorplugin.com/knowledge-base/managing-actions/))”. Uncanny Automator offers [different triggers and actions for BuddyBoss](https://automatorplugin.com/integration/buddyboss/). You can use them to connect BuddyBoss to [75+ WordPress plugins and web apps](https://automatorplugin.com/integrations/) to automate various tasks. With that said, let’s get started with the top 10 automation hacks for your BuddyBoss site. ### 1. Award Points or Badges to Your Users Awarding points or badges is an awesome gamification technique to increase engagement among your site members. You can use plugins like [myCred](https://automatorplugin.com/integration/mycred/), [BadgeOS](https://automatorplugin.com/integration/badgeos/), or [GamiPress](https://automatorplugin.com/integration/gamipress/) to add game-like elements to your BuddyBoss site. For example, you can award 10 points to a user who updates their profile. Or, you may award a badge for sending a friend request. You may also award a rank to the members who post more than 10 times to their activity stream. With the help of an example, let’s understand how you can automatically do all the above using the Uncanny Automator plugin. First, you’ll have to create a recipe to connect BuddyBoss with myCred (or any other gamification plugin). Next, you’ll have to use “A user gains a new follower” as the BuddyBoss trigger and “Award points to the user” as the myCred action. [![buddyboss to mycred recipe](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-mycred-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-mycred-recipe.png) Of course, if you’re already a user of these plugins you probably know that they have integrations that can handle simple tasks like this. Where Automator stands out is that you can add *more* to the recipes to implement more complex workflows. Maybe instead of just gaining a new follower, the user must gain a follower *and* have purchased a membership product. And maybe when the follower is earned, the user is notified by SMS about the points. This is where the real value of Automator starts to shine. ### 2. Celebrate Accomplishments If you’re using gamification techniques like awarding points or badges on your social website, you can even take it to the next level by celebrating the accomplishments of your members. For example, you can send a personalized email to a member who reaches 100 points. Or, you can congratulate a user in the sitewide activity feed for getting a particular badge. You may even share the accomplishment of a member on [Twitter](https://automatorplugin.com/integration/twitter/) or [Facebook](https://automatorplugin.com/integration/facebook/). Let’s say you want to congratulate a member in the sitewide activity feed. To do that, you’ll have to connect BuddyBoss with the gamification plugin of your choice. Then, you can [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) to celebrate the achievements automatically. You can even add more than one trigger or action to a recipe if you want. ### 3. Add Users to a Group One of the most important features of the BuddyBoss plugin is the **Social Group**. You can create different groups on your BuddyBoss site and allow like-minded members to connect with each other. And you can always automate the process of adding users to a group with the help of the Uncanny Automator plugin. Here are some trigger ideas for adding someone to a social group: - A user submits a form (built using [WPForms](https://automatorplugin.com/integration/wp-forms/), [Elementor Forms](https://automatorplugin.com/integration/elementor/), or [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/)). - A user becomes an affiliate of your product or service. - Someone submits a poll (built using [WP-Polls](https://automatorplugin.com/integration/wp-polls/)) with a specific answer. - A person applies for a job via [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/). - A user is added to a membership plan. Let’s say you want to add students to a social group when they enroll in a [LearnDash](https://automatorplugin.com/integration/learndash/) course. To automate the process, you’ll first have to create a recipe in Uncanny Automator. Then, you’ll have to add “A user is enrolled in a course” as the LearnDash trigger and use “Add the user to a group” as the BuddyBoss action. Simple, isn’t it? [![learndash to buddyboss recipe](https://automatorplugin.com/wp-content/uploads/2021/09/learndash-to-buddyboss-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/09/learndash-to-buddyboss-recipe.png) ### 4. Add Users to a Mailing List If you’re running an online business, you should start building an email list today! It is one of the best ways to build relationships with your existing or potential customers. Also, you can send personalized emails to the list and build a loyal customer base. You can even promote your memberships or sell online courses to your list. Can you automate the process of adding users to your mailing list? Yes, you can. Say you want to add users to your [MailPoet](https://automatorplugin.com/integration/mailpoet/), [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/), or [MailChimp](https://automatorplugin.com/integration/mailchimp/) list once they activate their BuddyBoss account. To do that, simply create a new recipe with “User’s account is activated” as the trigger and “Add the user to a list” as the action to automate the process. You can also add multiple actions to the above recipe. For example, you can add the user to a BuddyBoss group or send a private welcome message to the user. ### 5. Get Slack Notifications [Slack](https://automatorplugin.com/integration/slack/) is a popular messaging application that allows you to communicate with your team. You can also connect your BuddyBoss site to your Slack account (with the help of the Uncanny Automator plugin) and get important notifications directly over there. Here are some trigger examples for getting notifications on Slack: - A new user registers an account. - Someone joins or leaves a social group. - A user creates a new topic in a forum. - A user updates their profile. Let’s say you have created a private group and you want to get notifications when someone joins that group. All you have to do is create a recipe with “A user joins a private group” as the trigger and “Send a direct message to a Slack user” as the action. [![buddyboss to slack recipe](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-slack-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-slack-recipe.png) ### 6. Register Users for an Online Meeting Let’s say you’ve created a private group and you want to schedule a meeting with your new members. The idea is to get to know your members in an interactive session. Maybe you can ask your members to introduce themselves or share their ideas with the group. You can always use the Uncanny Automator plugin for registering your new members for the online session on [Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/). To get started, you’ll have to create a new recipe by going to the **Automator** -> **Add New** page from the left sidebar of your admin panel. Next, you’ll have to use “A user joins a private group” as the BuddyBoss trigger and “Add the user to a meeting” as the Zoom Meetings action. If you need any help, you may follow our tutorial on [how to connect Zoom Meetings to Uncanny Automator](https://automatorplugin.com/knowledge-base/zoom/) for detailed instructions. ### 7. Add a Tag to a User When you’re running a social community, you’ll have different types of people with different opinions and habits. Also, you may have people of different age groups, gender, and background. Wouldn’t it be nice if you could automatically add tags in your CRM to different members when they join a public group? Thanks to Uncanny Automator, you can easily do that. First, you’ll have to create a new recipe, and then, you’ll have to use “A user joins a public group” as the trigger. Next, you’ll have to use [MailChimp](https://automatorplugin.com/integration/mailchimp/), [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/), or [WP Fusion](https://automatorplugin.com/integration/wp-fusion/) to select “Add a tag to the user” as the action. [![BuddyBoss to WP Fusion recipe](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-wp-fusion-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-wp-fusion-recipe.png) ### 8. Register Users for a Live Event Are you planning a live event for the members of your BuddyBoss site? Maybe you’re running an eLearning site and you want to conduct a live event for the students. Rather than manually registering users for the event, why not use some automation to ease your troubles? BuddyBoss allows you to add profile types to each member. For example, you can have profile types like teachers and students on your eLearning site. This way you can easily sort or group members based on their profile types. We can use the “profile types” feature of BuddyBoss to automatically register students for the live event. All you have to do is use the “A user’s profile type is set to a specific type” trigger and select student as the profile type. Then, you can connect the trigger to an events plugin (like [The Events Manager](https://automatorplugin.com/integration/the-events-calendar/), [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/), [Events Manager](https://automatorplugin.com/integration/events-manager/)) and make the recipe live. ### 9. Send Data to Zapier Zapier is a cloud-based automation application that allows you to connect more than 3000 web apps together. The best part is you can connect Uncanny Automator to [Zapier](https://automatorplugin.com/integration/zapier/) and send data to the non-WordPress apps you use. Let’s say you’ve created a private group and users can join that group via email invitation. Then, you want to add the new members to your AWeber list. Rather than manually adding subscribers to the AWeber list, you can [connect your BuddyBoss site to Zapier](https://automatorplugin.com/how-to-connect-buddyboss-to-zapier-in-4-steps/) and automate the entire process. To get started, you’ll have to create a zap in Zapier, connect AWeber to Zapier, and get the webhook URL. Then, you’ll have to use “A user registers a new account via an email invitation” as the BuddyBoss trigger and “Send data to Zapier webhook” as the action. [![buddyboss to zapier recipe](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-zapier-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/09/buddyboss-to-zapier-recipe.png) If you’re confused between Uncanny Automator and Zapier, you may read our article on [how Uncanny Automator is different from Zapier](https://automatorplugin.com/how-is-automator-different-than-zapier/). ### 10. Add Users to a Membership Let’s assume that you’re running a membership site powered by [MemberPress](https://automatorplugin.com/integration/memberpress/) (or [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/), [Wishlist Member](https://automatorplugin.com/integration/wishlist-member/)). And you want to add users to the membership if they use a special code on their BuddyBoss registration page. This can be easily done with the help of Uncanny Automator. Here you’ll have to create a recipe with “A user registers with a specific value in a specific field” as the BuddyBoss trigger and “Add the user to a membership” as action. You can also add another action like sending a thank you email to each user. This will help you to build a personalized relationship with your new members. ### Get Started with Automation Today Remember that the real value of Automator is that it helps you build powerful workflows with a single plugin, all easily and intuitively. Some of the examples above are possible with simple integration plugins, but they can only support very basic automations that aren’t flexible. Moreover, it would mean installing more plugins, paying more, and introducing more risks of conflicts to your site. Uncanny Automator helps to solve those problems. Most of the recipe examples mentioned in this article can be created using the [free version](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator. However, you’ll need the [premium version](https://automatorplugin.com/) for some of the [BuddyBoss triggers and actions](https://automatorplugin.com/integration/buddyboss/), like sending a private message, posting a message to the sitewide activity stream, and someone joining a private or public group. Also, the free version comes with [250 free app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to try out third-party integrations like [Slack](https://automatorplugin.com/integration/slack/), [Twitter](https://automatorplugin.com/integration/twitter/), [Facebook](https://automatorplugin.com/integration/facebook/), [HubSpot](https://automatorplugin.com/integration/hubspot/), and more. Once you use up the free app credits, you can [upgrade to the premium version](https://automatorplugin.com/pricing/) for unlimited usage of the app integrations. Also, Uncanny Automator Pro users can [schedule actions](https://automatorplugin.com/knowledge-base/scheduled-actions/) as an added advantage. If you’ve any questions about the recipes in this article or want to share any BuddyBoss recipe ideas with us, please feel free to comment below! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Best Practices --- ### [How to Connect Formidable Forms to Google Calendar](https://automatorplugin.com/how-to-connect-formidable-forms-to-google-calendar/) **Published:** July 20, 2022 **Author:** Brendan Da Costa **Content:** If you’re running a small, medium or large sized business off of your WordPress website, you’re probably no stranger to the challenges of scheduling and time management. Internal meetings, client appointments and due dates can slip through your workflows like sand through your fingers. But when you connect Formidable Forms to Google Calendar with Uncanny Automator, you can start to automate your workflows in a way that makes you the master of your time once again. Don’t miss another important deadline with this powerful integration. In fact, time will be trying to keep up with you! ## **An Introduction to Formidable Forms and Google Calendar** Before we figure out how to connect [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) to [Google Calendar](https://automatorplugin.com/integration/google-calendar/) using [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), it’s worth learning a little more about each of these powerful tools in their own right. ### **Formidable Forms** [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) is one of the highest-rated WordPress form-building plugins available on the market today. With this drag-and-drop style form-builder, businesses can easily create custom forms that match their website’s design and branding. ![Formidable Forms](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-1.png) While the free version of [Formidable Forms](https://wordpress.org/plugins/formidable/) is powerful enough to meet any business’ basic needs, paid versions add must-have features that can augment your business’ operations. Select from hundreds of powerful pre-built templates, dozens of premium form fields and make use of detailed reports to track the effectiveness of your forms. ### **Google Calendar** By now, most businesses are familiar with the full suite of Google’s products and services. Consumer favorites such as Google Docs, [Google Sheets](https://automatorplugin.com/integration/google-sheets/) and Gmail are practically ubiquitous in today’s workplace. But few businesses are capitalizing on the full potential of these incredible tools. [Google Calendar](https://automatorplugin.com/integration/google-calendar/), for example, can do a lot more than just notify you of the next holiday—although that is a pretty crucial feature. Create events, to-do lists and separate calendars to better manage your time, organize customers and coordinate with staff. You can also get automated daily emails first thing in the morning—but not before coffee—with your itinerary for the day ahead, complete with the relevant attachments and links. When paired with other Google products and services such as Google Meet and Google Docs, it’s even possible to use [Google Calendar](https://automatorplugin.com/integration/google-calendar/) to schedule and manage online courses/webinars. ## **Why Connect Formidable Forms to Google Calendar?** [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) and [Google Calendar](https://automatorplugin.com/integration/google-calendar/) are both powerful (and free) tools all on their own. Just imagine what they can do together! Connecting [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) to [Google Calendar](https://automatorplugin.com/integration/google-calendar/) can automate some of your business’ workflows and help you manage—and save—your valuable time. Here are just some examples of why you might want to connect your WordPress form-builder with your [Google Calendar](https://automatorplugin.com/integration/google-calendar/): - Automatically create customer appointments and assign them to specific team members using different calendars. - Get reminders of important customer dates such as anniversaries and birthdays to run automated personalized promotions. - Automatically register customers for events, remind them ahead of time and immediately give them access to event materials and media using attachments. In the next section, we’re going to provide a step-by-step guide for connecting [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) to [Google Calendar](https://automatorplugin.com/integration/google-calendar/) using [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). We’ll show you how easy it is to start automating your workflows! ## **Connecting Formidable Forms to Google Calendar** To start automating your workflows, you’ll need: 1. The free (or paid) version of [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/). You can download the plugin directly from the [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) website or from your WordPress Admin Sidebar by navigating to *Plugins* > *Add New* and typing “formidable forms” into the search bar. 2. A Google account. If you don’t already have one, don’t worry. Google accounts are free and you can get started in minutes. Additionally, your Google account will come with a whole host of Google products and services. 3. Uncanny Automator. You can download Automator from or directly from your WordPress Admin Sidebar by navigating to *Plugins* > *Add New* and typing “uncanny automator” into the search bar. Both [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) offer free and paid versions. However, at least for now, you won’t have to spend a dime to start saving time! ### **Step 1: Connect Google Calendar** Before you connect [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) to [Google Calendar](https://automatorplugin.com/integration/google-calendar/), you’ll need to connect your Google Calendar to [Automator](https://wordpress.org/plugins/uncanny-automator/). There are a couple of quick ways that you can do this: #### **Option 1: Connect Google Calendar from Automator Settings** From your WordPress Admin sidebar, navigate to *Automator* > *Settings* and then, from the window, select *App Integrations*. From the list of integrations on the left-hand side, select *Google Calendar* and click **Connect Google account**. Follow the prompts to complete the process. ![Connect Google Calendar to Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-2.png) #### **Option 2: Connect Google Calendar from a New Recipe** You can also connect [Google Calendar](https://automatorplugin.com/integration/google-calendar/) to [Automator](https://wordpress.org/plugins/uncanny-automator/) while making a new Automator recipe. Simply navigate to *Automator* > *Add New* from your WordPress Admin Sidebar. You’ll be prompted to select a recipe type—for our purposes right now, it’s not particularly relevant which recipe type you choose. Scroll down to the *Actions* box and click **Add action**. From the list of integrations that appears, select *Google Calendar*. ![](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-3.4.png) A pop-up window will appear. Click **Connect account** and follow the prompts. ![Connect Google Calendar to Uncanny Automator via Recipe Screen](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-4.png) For the following steps, you can either work from this recipe or delete it and start a new one. ### **Step 2: Configure Your Google Calendar Event and Formidable Form** Setting up a [Google Calendar](https://automatorplugin.com/integration/google-calendar/) event takes just a few clicks. From your Google account, navigate to *Google Calendar* and click **Create** in the upper left-hand corner and then **Event** from the drop-down list. ![Google Calendar Create Event](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-5.png) A pop-up window will appear where you can schedule your event, add attachments and add a Google Meet link. Click **More options** to set guest permissions and further customize your event. When you’re satisfied, click **Save**. ![Google Calendar Event Window](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-6.png) Now that your webinar event is all set up, it’s time to configure your form. Creating a webinar/event sign-up sheet with [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) is both quick and easy. From your WordPress Admin Sidebar, click **Formidable**, then **Add New** and **Blank Form**. ![Formidable Forms Blank Form](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-7.png) You’ll be prompted to create a title for your new form before continuing. For simplicity, we named it *Webinar Sign-up*. You can then add fields to your blank slate using the drag-and-drop form builder. If you’re registering customers to a [Google Calendar](https://automatorplugin.com/integration/google-calendar/) event, you’ll need to add an *Email* field and make sure that it is required for form submission. You can do this by clicking on the field and checking the box underneath *Field Name*. When you’re all finished, your form should look something like this, depending on the fields you’ve added: ![Formidable Forms Sign-up Form](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-8.png) Once you click **Update** in the upper right-hand corner, Formidable will save your changes. Next you’ll want to publish your form by clicking **Embed**, also in the upper-right hand corner, and following the prompts. You can customize your form’s design to match your website and branding by navigating to *Formidable* > *Styles* from your WordPress Admin Sidebar. ### **Step 3: Create a New Recipe** [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) connects various WordPress plugins and integrations using [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—combinations of triggers and actions that automate workflows. For example, a visitor to your website submits a form (the trigger) and becomes a registered WordPress subscriber (the action). To create a new recipe, navigate to *Automator* > *Add New* from your WordPress Admin Sidebar and select your recipe type. For this example, we’ll select *Everyone* so that any visitor to your site could register for your webinar. ![Automator Recipe Type Selector](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-9.png) It’s a good practice to create a title for your recipe before continuing. You may want to develop a naming convention so that it’s easy for you to identify your recipes at a glance. For example, we’ve titled this recipe *Formidable-Calendar: Webinar Sign-up* so that we know the integrations involved in the recipe and the purpose for it. ![Automator Recipe Title Formidable-Calendar Webinar Sign-up](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-10.png) ### **Step 4: Select a Trigger** Once you’ve named your recipe, it’s time to choose your *Trigger*. In this instance, click **Formidable**. ![Automator Trigger Selector Window](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-11.png) A drop-down list will appear. Select *A form is submitted* and then choose the form you’d like. For our example, that form is titled *Webinar Sign-up*. Once you click **Save**, your trigger should be set up as follows: ![Automator Formidable Form Submitted Trigger](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-12.png) ### **Step 5: Configure Your Action(s)** Now comes the fun part! Scroll down to the *Actions* box and click **Add action**. Next, click **Google Calendar.** ![Automator Action Selector Window](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-13.png) A drop-down list of options will appear. Select *Add an attendee to an event in a Google Calendar*. ![Automator Action Add an Attendee to an Event in a Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-14.png) You’ll get to select which calendar you would like to connect to and the specific event to which you would like to invite the guest submitting the form. Finally, because [Google Calendar](https://automatorplugin.com/integration/google-calendar/) event invitations work off of email, you’ll have to select the email address field from your *Webinar Sign-up* form. Once you click **Save** your action should be configured as follows: ![Automator Action Live](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-15.png) Congratulations! You’ve just completed your first recipe. Now, all that’s left to do is to toggle the recipe button in the upper right-hand corner from *Draft* to *Live* and watch your webinar fill up with guests. ![Automator Recipe Connect Formidable Forms to Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Image-16.png) ## **Augment Your Automations** Now that you have the basics down, you can start to create higher-level automations to smooth your existing workflows and create brand new ones. Want to keep track of your attendees in a spreadsheet? Add a second [Google Sheets](https://automatorplugin.com/integration/google-sheets/) action to your recipe. Want to initiate a drip campaign to build hype for your upcoming event? Add an [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) action. Want the whole team to know about a new event registrant? Send an automated message via [Slack](https://automatorplugin.com/integration/slack/). With Uncanny Automator, you can connect [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) to [Google Calendar](https://automatorplugin.com/integration/google-calendar/) and another [90+ plugins and apps](https://automatorplugin.com/integrations/) to augment your workflows. Become the master of your schedule with this incredible pairing. Do you have any questions about connecting [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) with [Google Calendar](https://automatorplugin.com/integration/google-calendar/)? How do you use forms on your WordPress website? Let us know in the comments section below. Happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Uncanny Automator, Use Cases --- ### [How to Automate Your Affiliate Marketing Program in WordPress](https://automatorplugin.com/how-to-automate-your-affiliate-marketing-program-in-wordpress/) **Published:** February 9, 2023 **Author:** Brendan Da Costa **Content:** **How to Automate Your Affiliate Marketing Program in WordPress** *In this quick guide, we’ll show you how to automate your affiliate marketing program in WordPress. This is how (automated) teamwork can make your (affiliate) dream work!* ![How to Automate Your Affiliate Marketing Program in WordPress Feature Image](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-Feature-Image.png) There’s a reason that the saying, “Teamwork makes the dream work,” has stuck around. According to a [2019 study](https://www.pepperjam.com/hubfs/Pepperjam%20Affiliate%20Marketing%20Customer%20Acquisition%20Study%20v2.pdf) conducted by research and advisory company Forrester, 20% of marketers said that affiliate marketing was their primary source of customer acquisition. In fact, in terms of its ability to attract new customers, affiliate marketing even ranked ahead of paid and organic social media advertising! How’s that for teamwork? Important as teamwork is, however, managing the minutiae of an ever-expanding affiliate network can be tedious work. That’s why we’ve put together this quick and easy guide on how you can automate (and grow) your affiliate marketing program. ## **What You’ll Need** With the right set of tools for your WordPress website, automating your affiliate marketing program can reduce, not just your workload, but your overall costs. Of course, not all affiliate management tools are created equal. So, it’s time to call in the A(ffiliate)-team! ### **AffiliateWP** [AffiliateWP](https://automatorplugin.com/share/affiliatewp) is among the most popular affiliate management plugins for WordPress—with very good reason. In addition to standard (but still amazing) features such as affiliate tracking, fraud detection and one-click payouts, AffiliateWP doesn’t penalize you as your team grows. Additionally, you can take advantage of any number of [free and paid add-ons](https://affiliatewp.com/add-ons/) in one of the most extensive extension libraries out there. Help your affiliates to share their referral links with QR Codes, create healthy competition with leaderboards and even compensate your affiliates with store credit so they can sample and sell more of your products. ![How to Automate Your Affiliate Marketing Program in WordPress Affiliate WP Homepage](https://automatorplugin.com/wp-content/uploads/2023/01/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-1-—-Affiliate-WP-Homepage.png) [AffiliateWP](https://automatorplugin.com/share/affiliatewp) doesn’t offer a free trial but they do have a 14-day money back guarantee. Frankly, we think that’s better than a limited trial because you gain access to ALL of AffiliateWP’s features—no risk, all reward. [Click here](https://automatorplugin.com/share/affiliatewp) to get started with AffiliateWP. ### **Uncanny Automator** Uncanny Automator is the #1 WordPress automation plugin—because it’s the #1 teamplayer! Using combinations of triggers and actions, you can connect all of your favorite apps and plugins to automate your workflows and repetitive tasks. ![](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png) With a no-code promise, Automator makes it easy to create seamless workflows that save you time and money. You can [download the free Automator plugin](https://wordpress.org/plugins/uncanny-automator/) and register your account to take advantage of app integrations such as Google Sheets and Zoom Meetings. However, throughout this guide, we’ll be leveraging the full power of Automator Pro. So, when you’re ready, [upgrade to Automator Pro](https://automatorplugin.com/pricing/) and we’ll show you some of the more powerful ways to automate your affiliate marketing program. In the examples below, we’ll be calling on a few other teammates to round out our A-team. But, as long as you have your MVPs ([AffiliateWP](https://automatorplugin.com/share/affiliatewp) and [Uncanny Automator Pro](https://automatorplugin.com/pricing/)), you’re a favorite to win! (Win more sales, that is.) ## **Automate and Grow Your Affiliate Registration Process** The first step to running a successful affiliate marketing program is getting the best affiliate marketers out there to join your team. And what better salespeople for your products than the very people who use them every day? According to data and market measurement firm [Nielsen](https://www.nielsen.com/insights/2012/consumer-trust-in-online-social-and-mobile-advertising-grows/#:~:text=According%20to%20Nielsen's%20latest%20Global,an%20increase%20of%2018%20percent), more than 90% of consumers trust recommendations from friends and family more than any other form of advertising. With this recipe, you can incentivize your most loyal customers to sign-up for your affiliate marketing program so they can spread the good word and leverage their experience to expand your reach (and margins). Here’s how it’s done. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Recipe type selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Automate-Your-Customer-Onboarding-Process-25-—-Recipe-type-selector-Logged-in-users.png) ### **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to identify at a glance. You may want to come up with a naming convention for that purpose. For example, we’ve named this recipe *WooCommerce—AffiliateWP: Customer Affiliates* based on the integrations involved. ### **Step 3: Configure Your Trigger(s)** In the *Triggers* panel, from the menu of available integrations, click **WooCommerce**. ![Uncanny Automator Trigger Integrations WooCommerce](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-3-—-Uncanny-Automator-Trigger-Integrations-WooCommerce.png) From the drop-down list that appears, select *A form is submitted*. ![Uncanny Automator WooCommerce Trigger A user completes, pays for, lands on a thank you page for an order with a product](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-4-—-Uncanny-Automator-WooCommerce-Trigger-A-user-completes-pays-for-lands-on-a-thank-you-page-for-an-order-with-a-product.png) Automator will first prompt you to select the *Trigger condition*. For simplicity, we’ve selected *completes*. Next, Automator will prompt you to select the specific product associated with your affiliate program. Again, for simplicity, we’ve selected *Any product*. ![How to Automate Your Affiliate Marketing Program in WordPress Uncanny Automator WooCommerce Trigger A user completes, pays for...](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-5-—-Uncanny-Automator-WooCommerce-Trigger-A-user-completes-pays-for....png) After you’ve selected your product, click **Save**. Your trigger should look something like this: ![Uncanny Automator WooCommerce Trigger A user completes, pays for, lands on a thank you page for an order with a product Live](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-6-—-Uncanny-Automator-WooCommerce-Trigger-A-user-completes-pays-for-lands-on-a-thank-you-page-for-an-order-with-a-product-Live.png) To ensure that only your most loyal customers receive an invitation to join your affiliate program, click **1** and change the value. We’ve set the value to “5”. ![Uncanny Automator WooCommerce Action A user completes an oder... 5 times](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-6.1-—-Uncanny-Automator-WooCommerce-Action-A-user-completes-an-oder...-5-times.png) ### **Optional: Define Loyalty However You’d Like** Automator gives you the flexibility to define “loyal customers” your own way. For example, add another trigger to this recipe to include customers who spend a certain amount of money in your store. ![How to Automate Your Affiliate Marketing Program in WordPress 6.2 — Uncanny Automator WooCommerce Action A user completes an oder... 5 times](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-6.2-—-Uncanny-Automator-WooCommerce-Action-A-user-completes-an-oder...-5-times.png) ### **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, select **AffiliateWP**. ![Uncanny Automator Action Integrations Affiliate WP](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-7-—-Uncanny-Automator-Action-Integrations-Affiliate-WP.png) From the drop-down list that appears select *Create an affiliate*. ![Uncanny Automator Affiliate WP Actions Create an affiliate](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-8-—-Uncanny-Automator-Affiliate-WP-Actions-Create-an-affiliate.png) Automator will prompt you to fill out the affiliate’s details. You can do this using [tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) (i.e., dynamic pieces of data pulled from your website and/or from within the recipe itself). To use tokens, click on the **Asterisk** on the right-hand side of each field where it appears. ![Uncanny Automator Affiliate WP Actions Create an affiliate Tokens](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-9-—-Uncanny-Automator-Affiliate-WP-Actions-Create-an-affiliate-Tokens.png) Note: The *User login name* must match the username, so select the *User username* token. Additionally, you’ll want to verify with your customer that their payment email is the same as the one you have on record. By opting to send the welcome email, you can use the built-in email system in AffiliateWP to introduce the user to the program, tell them how to sign in and get their affiliate links, track conversions and payments, etc. This could also be done with an Automator action to send an email, but by using the checkbox to have AffiliateWP send the email, we can ensure the all affiliates get a consistent onboarding experience no matter how they are added to the system as an affiliate. ![Uncanny Automator Affiliate WP Actions Create an affiliate Tokens and Fields](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-10-—-Uncanny-Automator-Affiliate-WP-Actions-Create-an-affiliate-Tokens-and-Fields.png) After you’ve filled out the new affiliate’s details, click **Save**. Your action should look like this: ![Uncanny Automator Affiliate WP Actions Create an affiliate Live](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-11-—-Uncanny-Automator-Affiliate-WP-Actions-Create-an-affiliate-Live.png) ### **Step 5: Go Live and Turn Customers Into Cashiers!** You’re just about ready to turn your most loyal customers into your most profitable affiliates. First, in the *Recipe* box in the upper right-hand corner, click **Edit** next to *Times per user* and set the value to “1”. This will ensure that you don’t accidentally create duplicate affiliate profiles for any one user. ![Uncanny Automator Recipe Box Times per user](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-12-—-Uncanny-Automator-Recipe-Box-Times-per-user.png) Additionally, you set the recipe to run a finite number of times so that only the most enthusiastic and proactive of your customers join your affiliate marketing program. ![Uncanny Automator Recipe Box Times per user and Total Times](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-13-—-Uncanny-Automator-Recipe-Box-Times-per-user-and-Total-Times.png) When you’re finished, toggle the recipe from *Draft* to *Live* and watch your customers get to work for you! ![How to Automate Your Affiliate Marketing Program in WordPress Uncanny Automator WooCommerce Affiliate WP Recipe Live](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-14-—-Uncanny-Automator-WooCommerce-Affiliate-WP-Recipe-Live.png) ### **Optional: Add Delays and Filters** You can add delays and filters to further customize and automate your affiliate marketing program. For example, adding a seven (7) day delay to your [AffiliateWP](https://automatorplugin.com/share/affiliatewp) action can give your customers time to familiarize themselves with your product. To add a delay, hover over the action and click **Delay**. ![Uncanny Automator Affiliate WP Action Filter and Delay](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-15-—-Uncanny-Automator-Affiliate-WP-Action-Filter-and-Delay.png) In the pop-up window that appears, configure your desired delay then click **Set delay**. ![Uncanny Automator Affiliate Delay](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-16-—-Uncanny-Automator-Affiliate-Delay.png) If your product is a subscription product, you can use filters so that the action will only fire if the user still has an active subscription at the end of the delay period. ![Uncanny Automator Affiliate WP Create an affiliate Delay and Filter](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-17-—-Uncanny-Automator-Affiliate-WP-Create-an-affiliate-Delay-and-Filter.png) To add a filter, hover over the action and click **Filter**. In the pop-up window that appears, select *WooCommerce* > *The user has an active subscription to a specific product*. ![Uncanny Automator Filter WooCommerce The user has an active subscription to a specific product](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-18-—-Uncanny-Automator-Filter-WooCommerce-The-user-has-an-active-subscription-to-a-specific-product.png) Automator will then prompt you to select the subscription product. When you’re finished, click **Save filter**. ![Uncanny Automator Filter WooCommerce The user has an active subscription to a specific product Configure the rule](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-19-—-Uncanny-Automator-Filter-WooCommerce-The-user-has-an-active-subscription-to-a-specific-product-Configure-the-rule.png) You can also use filters to streamline your customers into different affiliate marketing programs based on their geographic location. ![Uncanny Automator Affiliate WP Create an affiliate Country filters](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-20-—-Uncanny-Automator-Affiliate-WP-Create-an-affiliate-Country-filters.png) With automations like these, you’ll have a team of all-star affiliate marketers before long! ## **Automate Your Affiliate Onboarding Process** Now that you have a team of ace affiliates, you’ll want to ensure that they’re equipped with the tools they need to succeed. Building on our previous recipe, you can add your new affiliates to training courses, notify account managers when a new affiliate is onboarded and even schedule virtual meetings to ensure that the onboarding process has been successful. ### **Step 1: Add Your New Affiliate to a Course** We’re starting with the *Actions* panel from our previous recipe. Depending on the delays and filters that you’ve used, it should look something like this: ![How to Automate Your Affiliate Marketing Program in WordPress Uncanny Automator Affiliate WP Create an affiliate Country and WooCommerce filters with Delay](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-21-—-Uncanny-Automator-Affiliate-WP-Create-an-affiliate-Country-and-WooCommerce-filters-with-Delay.png) Note: We have our conditions set to *All*, meaning that the action(s) will only fire if all of the conditions are met. At the top of the *Actions* panel, outside of the conditions window, click **Add action**. From the menu of available integrations, click **LearnDash** or your preferred LMS. ![Uncanny Automator Actions Integrations LearnDash](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-22-—-Uncanny-Automator-Actions-Integrations-LearnDash.png) From the drop-down list that appears, select *Enroll the user in a course*. ![Uncanny Automator LearnDash Actions Enroll the user in a course](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-23-—-Uncanny-Automator-LearnDash-Actions-Enroll-the-user-in-a-course.png) Automator will prompt you to select a course. For example, we’ve chosen our *Affiliate Training* course in which our new affiliates will learn all about our brand safety guidelines, SEO practices and sales standards. After you’ve selected your course, click **Save**. Your action should look something like this: ![How to Automate Your Affiliate Marketing Program in WordPress 24 Uncanny Automator LearnDash Actions Enroll the user in a course Live](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-24-—-Uncanny-Automator-LearnDash-Actions-Enroll-the-user-in-a-course-Live-1.png) Next, you’ll want to ensure that only your customers who have entered your affiliate marketing program stream gain access to your affiliate training course. To do this, simply drag and drop the action underneath the filters as follows: ![How to Automate Your Affiliate Marketing Program in WordPress Uncanny Automator LearnDash Actions Enroll the user in a course Delay and Filters](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-25-—-Uncanny-Automator-LearnDash-Actions-Enroll-the-user-in-a-course-Delay-and-Filters.gif) ### **Step 2: Add Your New Affiliate to a BuddyBoss Group** A key to success for any team is communication. Get your new affiliates set up in a [BuddyBoss](https://automatorplugin.com/share/buddyboss/) group so that they can share tips and tricks for improving their referrals. ![How to Automate Your Affiliate Marketing Program in WordPress Uncanny Automator BuddyBoss Action Add the user to a group](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-26-—-Uncanny-Automator-BuddyBoss-Action-Add-the-user-to-a-group.png) ### **Step 3: Touch Base to Score Touchdowns!** Finally, you’ll want to touch base with your new affiliate marketing team after a few weeks to complete the onboarding process. To do this, you can set up a Zoom webinar or a Google Calendar event. ([Click here](https://automatorplugin.com/knowledge-base/zoom/) to learn how to connect Zoom to Automator or [click here](https://automatorplugin.com/knowledge-base/google-calendar/) to learn how to connect Google Calendar to Automator). ![How to Automate Your Affiliate Marketing Program in WordPress Uncanny Automator Zoom Webinars Action Add the user to a webinar](https://automatorplugin.com/wp-content/uploads/2023/02/How-to-Automate-Your-Affiliate-Marketing-Program-in-WordPress-27-—-Uncanny-Automator-Zoom-Webinars-Action-Add-the-user-to-a-webinar.png) ## **Continue Automating Your Affiliate Marketing Program** We’ve only scratched the surface of what you can do with Automator and AffiliateWP. Why not automatically send [Slack](https://slack.com/), [WhatsApp](https://automatorplugin.com/share/whatsapp/) or [Twilio](https://www.twilio.com/) notifications to your internal sales team whenever a new affiliate registers? Create check recipes to monitor affiliate referral rejections and keep your team stacked with only the best of the best. No matter how you choose to build your recipes, the important thing is that you continue automating and affiliating! What are some of the affiliate marketing automations that you would like to see? Let us know in the comments section below! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Get Better Sales with WooCommerce Product Reviews & Automator](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/) **Published:** August 22, 2022 **Author:** Brendan Da Costa **Content:** If you’re running a WooCommerce business, you could be sitting on a treasure trove of free and highly effective advertising. No, we’re not talking about starting a podcast. We’re talking about product reviews. In this step-by-step guide, we’ll show you how you can use [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) to turn your customers’ feedback into repeat business. Encourage your customers to leave a review with tantalizing offers and share your highest ratings with the whole world. It won’t cost you anything to get started so let’s dive in! ## **Why Product Reviews Matter** Product reviews are a great way to build on your previous successes and improve upon your past missteps. Most importantly, they’re crucial for bolstering your bottom line! ### **Product Reviews Improve SEO** Search engines such as Google consider a number of factors when indexing search results. Word counts, keyword density and content updates are just some of the variables that figure into search engine algorithms. Product reviews boost your keyword density, keep your product pages updated and lively and improve your word count. It’s like free, consumer-generated content! ### **Product Reviews Build Trust & Credibility** If you’re like most small business owners, word-of-mouth and referrals are probably your most powerful marketing tools. It’s how you build trust within your community and grow your customer base. You can think of product reviews as a digital expansion of this organic marketing strategy. Collect more reviews to generate credibility and engage with your customers’ reviews to gain their trust.![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-present-pose-256px.png) ### **Product Reviews Reduce Returns** More often than not, customer returns aren’t reflective of a bad product—it simply wasn’t what the customer was looking for. While product descriptions are great for giving customers the information they need to find what they’re looking for, reviews add invaluable context. Having your customers share their experiences through product reviews can reduce the chances of the right product ending up in the wrong hands. ### **Product Reviews Make Better Products** Negative reviews aren’t bad—they’re opportunities! Show your customers that you’re listening to their feedback by incorporating it into future product and service releases. It’s a great way to keep your existing customers coming back and new ones lining up, regardless of whether or not you wowed them the first time around. Not to mention, paradoxically, a few negative reviews sprinkled between the good ones lends more credibility to your business. ### **Product Reviews Increase Conversions** WooCommerce store owners know that every little bit counts. A tiny increase in conversion rates can be the difference between a decent month and a record-breaking month. With better product reviews, you’ll be doing a lot of record-breaking. Forbes magazine cited a Northwestern University study that suggested that having as little as five product reviews could increase conversion rates by up to 270%! Sounds too good to be true? [Read it here](https://www.forbes.com/sites/forbestechcouncil/2021/05/25/how-revenue-can-increase-through-reviews/?sh=3a654f44df08) yourself! ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-standing-pose-256px.png) Now that we’ve detailed some of the reasons—270 reasons to be exact—why quality product reviews are essential for your WooCommerce store’s success, the question still remains: “How do I get more product reviews?” With Uncanny Automator, it’s easier—and freer—than you’d think. ## **How to Get More Reviews with Automator** In this section, we’re going to provide you with a step-by-step guide on how to get more quality reviews for your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) products using [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). Before we dive into the details, however, let’s get to know the plugins we’ll be using a little better. Don’t worry—they’re FREE! ### **An Introduction to Automator** [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is the #1 WordPress automation plugin. Create seamless workflows, smooth your operations and save yourself time and money—without writing a single line of code! With Automator, you can connect your favorite apps and plugins with an easy-to-use and intuitive interface. ![Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-2.png) As promised, it’s free to get started with Automator. But free doesn’t mean feeble! When you sign up with Automator, you’ll get 250 app credits on the house so that you can try out some apps and get a feel for automating—the Uncanny way. [Click here](https://wordpress.org/plugins/uncanny-automator/) to download the free plugin. ### **An Introduction to Groundhogg** [Groundhogg](https://automatorplugin.com/integration/groundhogg/) is a customer relationship management (CRM) and marketing automation plugin for WordPress. With Groundhogg, you can segment your contact list to create immersive email campaigns, irresistible marketing funnels and special broadcasts. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-2.png) [Groundhogg](https://automatorplugin.com/integration/groundhogg/) offers a 14-day, $1 trial so you can try out Pro features like lead scoring, content restriction and premium integrations. And while we’re on the topic of reviews, check out [Groundhogg’s stellar user ratings](https://wordpress.org/support/plugin/groundhogg/reviews/) to find out how others are using this powerful platform. [Click here](https://wordpress.org/plugins/groundhogg/) to download the free plugin or start marketing like a professional for just $1 by [clicking here](https://www.groundhogg.io/try/). Now that you have everything all set up, it’s time to rack up reviews! ### **Recipe 1: Get More Quality Reviews** The likeliest people to write favorable and detailed reviews for your products are the ones who buy them all the time—i.e., your most loyal customers. With this recipe, you can automatically identify those customers using [Automator](https://wordpress.org/plugins/uncanny-automator/) and solicit their valued feedback with a [Groundhogg](https://automatorplugin.com/integration/groundhogg/) email campaign. #### **Step 1: Set Up Your Groundhogg Email Campaign** From your WordPress Admin Sidebar, navigate to *Groundhogg* > *Funnels* and click **Add New**. Groundhogg has a template called *Feedback Request* that you can use or you can build your own from scratch. Click **Start Building**. ![Groundhogg Funnels Templates](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-3.png) If you selected the *Feedback Request* template, in the funnel builder, delete the *User Created* step then click **Add Step**. In the pop-up window that appears, under *Benchmarks*, click **Tag Applied** then drag and drop the new step to the top of the funnel. ![Groundhogg Funnel Builder Benchmarks](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-4.png) Select the tag you’ve designated for loyal customers—we named this tag *Repeat Customer*—then finish configuring the details of your email campaign including setting the wait times between emails and designing the emails you want to send out. When you’re finished, click **Save** in the upper right-hand corner and toggle your new funnel from *Inactive* to *Active*. #### **Step 2: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) #### **Step 3: Name Your Recipe** Create a name for your recipe that makes it easy to recognize at a glance. We’ve named this recipe *WooCommerce-Groundhogg: Loyal Customer Review* so that we know the integrations involved and the purpose. #### **Step 4: Configure Your Trigger** In the *Triggers* panel, select *WooCommerce*. ![Automator Trigger Selector WooCommerce](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-9.png) From the drop-down list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. ![Automator WooCommerce Trigger Drop-Down List](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-7.png) In the *Trigger condition* field, select *pays for* then click **Save**. ![Automator WooCommerce Trigger Condition](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-8.png) In the next field, you can select a specific product if you want to garner reviews for that product from customers who purchased it (Groundhogg has a fantastic [WooCommerce integration](https://www.groundhogg.io/downloads/woocommerce/) for instances like these). But for the purposes of this recipe, however, we’re trying to identify loyal customers, regardless of which products they purchased, so we selected *Any product*. ![Automator WooCommerce Trigger Product Field](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-9.png) Once you’ve made your selection in the *Product* field, click **Save**. Next, click **1** in the integer field and type whatever number of transactions constitutes a loyal customer for your business. If you enter “3” as we did in the *Number of times* field, this recipe will run only when a customer has made three separate and independent purchases on your site. That’s pretty loyal! ![Automator WooCommerce Trigger Number of Times Field](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-10.png) After you click **Save** your trigger should look something like this: ![Automator WooCommerce Trigger A User Pays for an Order...](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-11.png) #### **Step 5: Configure Your Action** In the *Actions* panel, click **Add action** and select *Groundhogg*. ![Automator Actions Menu Groundhogg](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-12.png) From the drop-down list that appears, select *Add a tag to the user*, then select the tag you’ve designated for your loyal customers. When you’re finished, click **Save**. Your action should look something like this: ![Automator Actions Groundhogg Add Tag to the User](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-13.png) #### **Step 6: Go Live!** Your recipe’s trigger and action are all ready. In the *Recipe* panel in the upper right-hand corner, toggle your recipe from *Draft* to *Live*. The finished recipe should look something like this: ![Automator WooCommerce Groundhogg Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-14.png) Now that your recipe is up and running, Automator will add the tag *Repeat Customer* to any of your users who completes three separate transactions. Once Automator adds the tag, Groundhogg will initiate your email campaign and you’ll start to see the reviews rolling in! Automator has plenty of integrations so you can use this same recipe with other CRM and marketing automation tools such as [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) and [Mailchimp](https://automatorplugin.com/integration/mailchimp/)—whichever you prefer. ### **Recipe 2: Offer Coupons for Reviews** If you really want to boost your engagement with your customers and get even more reviews, you’re going to need to offer them something in exchange for their time. When you’re ready to upgrade to [Automator Pro](https://automatorplugin.com/pricing/), you can send your customers personalized coupons in exchange for their honest feedback. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) #### **Step 2: Name Your Recipe** We’ve named this recipe *WooCommerce Review: Coupon* so we know the integrations involved and the purpose. #### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *WooCommerce* then select *A user reviews a product*. If you want to solicit higher ratings or compensate customers who gave lower ratings, select *A user reviews a product with a rating greater than, less than or equal to an amount*. For this example, however, we selected *A user reviews a product*. ![Automator Trigger WooCommerce Drop-Down List](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-16.png) From the drop-down list, select *Any product* and click **Save**. Your trigger should look like this: ![Automator Trigger WooCommerce A user reviews Any product](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-17.png) #### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** then select *WooCommerce*. From the drop-down list, select *Generate and email a coupon code to the user*. ![Automator Actions WooCommerce Drop-Down List](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-18.png) Automator will present you with an editor where you can configure the coupon as you’d like including setting the value, limiting the products on which your customers can use it and minimum/maximum spending limits. At the bottom of the editor, you can draft your email and include tokens to create a personalized message. You can write it to look something like this: ![Automator Action WooCommerce Email Editor](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-19.png) When you’re finished setting up your coupon and email, click **Save**. Your action should look like this: ![Automator Action WooCommerce Generate and email a coupon code to the user](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-20.png) #### **Step 5: Go Live!** With a recipe this flavorful, your users will be writing reviews faster than you can read them! All you have to do is toggle your recipe from *Draft* to *Live*. It should look like this: ![Automator WooCommerce Review Coupon Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-21.png) If you prefer to reward your customers with store credit, you can download the [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) plugin for WooCommerce for free and make small adjustments to this recipe. With [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) and store credit, it would look like this: ![Automator WooCommerce Advanced Coupons Credit for Review Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-22.png) Recipes like these will definitely get you more sales-boosting product reviews. But our next recipe dials up the heat even more! ### **Recipe 3: Share Your Reviews with the World** We mentioned previously that customer reviews are a digital extension of your word-of-mouth advertising. And what is social media if not a megaphone! With [Automator Pro](https://automatorplugin.com/pricing/), you can automatically share your most glowing reviews to [Instagram](https://automatorplugin.com/integration/instagram/), [Facebook](https://automatorplugin.com/integration/facebook/) and [Twitter](https://automatorplugin.com/integration/twitter/) to amplify your organic advertising strategy. #### **Step 1: Connect Your Social Media Accounts to Automator** We have a detailed, step-by-step guide for connecting each of your social media accounts to Automator but we’ll provide abridged versions below: **Facebook Pages & Instagram** ([click here](https://automatorplugin.com/knowledge-base/facebook/) for the detailed guide) 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. 2. Under App *Integrations* select *Facebook Pages* and click **Connect Facebook account**. 3. Follow the prompts as they appear. If you have an Instagram business account attached to a Facebook Pages account, Automator will ask if you would like to connect it. **Twitter** ([click here](https://automatorplugin.com/knowledge-base/twitter/) for the detailed guide) 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. 2. Under *App Integrations* select *Twitter* and click **Connect Twitter account**. 3. Follow the prompts as they appear. #### **Step 2: Create Your Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) #### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *WooCommerce* then *A user reviews a product with a rating greater than, less than or equal to an amount*. ![Automator Trigger WooCommerce A user reviews a product with a rating greater than...](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-24.png) Automator will prompt you to fill out *Product*, *Condition* and *Product rating* fields in that order. Make the selections based on what types of reviews you want to share to Instagram, When you’re finished, click **Save**. Your action should look something like this: ![Automator Trigger WooCommerce A user reviews Membership with a rating...](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-25.png) #### **Step 4: Configure Your Action(s)** In the *Actions* panel, select *Instagram* then *Publish an image to an Instagram Business account*. ![Automator Actions Menu Instagram](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-26.png) In the editor, you can select the image that you would like to publish to Instagram. This could be the product’s featured image or an image that you have stored in your media library. In the caption editor, you have the opportunity to personalize your Instagram posts. You can even use tokens to tag your users if you have their social media handles stored on your website! When you’re finished, click **Save**. Your action should look like this: ![Automator Action Instagram Publish a photo to...](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-27.png) Publish to multiple social media platforms by clicking **Add another action**. ![Automator Action Instagram and Facebook Pages](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-28.png) #### **Step 5: Go Live!** Review your messages before you share them with the world then toggle your recipe from *Draft* to *Live*. ![Automator Product Review Post to Social Media Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Get-Better-Sales-with-WooCommerce-Product-Reviews-Automator-Image-29.png) ## **Augment Your Automations** These are just some of the ways that you can improve your product reviews with [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). Want to receive [Slack](https://automatorplugin.com/integration/slack/) notifications when you receive less than favorable feedback on a new product? No problem. Want to suggest an advanced [LearnDash](https://automatorplugin.com/integration/learndash/) course after a user leaves a positive review for one of its prerequisites? Automator can do that too. At [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), we love product reviews! We’re always adding new integrations and useful new triggers and actions based on the feedback that we get from our users. Let us know how we’re doing in the comments section below. ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-machine-pose-256px.png) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [ActiveCampaign Support is Here!](https://automatorplugin.com/activecampaign-support-is-here/) **Published:** September 30, 2021 **Author:** Ryan Moore **Content:** Uncanny Automator 3.2 adds *significant* new features for both free and Pro plugin users. Packed with improvements behind the scenes and for end users, we can’t wait for you to see what’s new in today’s release. ## ActiveCampaign Our native [ActiveCampaign integration](https://automatorplugin.com/integration/activecampaign/) is certainly the standout feature in 3.2 for end users. In the free release, we’re adding these new actions: - Add a contact to ActiveCampaign - Add a contact to a list - Remove a contact from a list - Add a tab to a contact - Remove a tag from a contact These new additions make it easy to do things like trigger CRM automations based on form submissions, event attendance, community activity and more. You might even use tags for more advanced use cases, like tagging users based on learning performance across a series of assessments. [![Active Campaign Actions](https://automatorplugin.com/wp-content/uploads/2021/09/active-campaign-actions.png)](https://automatorplugin.com/wp-content/uploads/2021/09/active-campaign-actions.png) The new actions, of course, support our full range of triggers, so it’s easy to build detailed contact records around form submissions, site activity, ecommerce orders and more. Look for additional triggers and actions in an upcoming release! As a non-WordPress app integration, ActiveCampaign uses our [app credit system](https://automatorplugin.com/knowledge-base/what-are-credits/) so that free users an try it out and Pro users get unlimited usage. ## Zoom moves to Automator Free Our support for [Zoom meetings](https://automatorplugin.com/integration/zoom-meetings/) and [webinars](https://automatorplugin.com/integration/zoom-webinars/) is now available in the free version of the plugin, again with our credit system for free users to try things out. Pro users don’t need to do anything, their existing recipes will continue to work as normal. ## Wider compatibility In recent communications we had told customers and users that we would start enforcing a minimum PHP version requirement of 7.3. This would have allowed us to make the code more efficient, but some valid concerns were raised by customers and our partners. To ensure the widest possible audience for Uncanny Automator, the 3.2 releases have been made compatible with PHP 5.6 through 8.0. ## New log cleanup options We previously made automatic cleanup of logs as a Pro only feature, but we heard from users of the free plugin loud and clear that they still needed something. With Uncanny Automator just passing its third anniversary, some users have now accumulated quite a lot of log data that’s no longer needed. With that in mind, free plugin users now get a manual pruning option and Pro users get an overhauled cleanup process. Here’s that the changes look like: [![Prune Automator logs](https://automatorplugin.com/wp-content/uploads/2021/09/automator-activity-pruning.png)](https://automatorplugin.com/wp-content/uploads/2021/09/automator-activity-pruning.png) ## More “Everyone” triggers Uncanny Automator 3.2 continues our work on supporting more “userless” recipes, so recipes not linked to a WordPress user. These changes allow more recipes to be triggered in situations where a user isn’t signed in or a WordPress account isn’t relevant. Here are the triggers that are either new or with new “Everyone” recipe type support: - [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) – A specific type of post is viewed - [Automator Core](https://automatorplugin.com/integration/automator-core/) – A recipe is completed - [Automator Core](https://automatorplugin.com/integration/automator-core/) – A recipe is completed with errors - [BBPress](https://automatorplugin.com/integration/bbpress/) – A guest creates a topic in a forum - [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) – A tag is added to a contact - [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) – A contact is added to a list - [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) – A contact is set to a specific status - [GiveWP](https://automatorplugin.com/integration/givewp/) – A donation is made via a form ## Optional usage tracking We’re adding an optional, **opt in** tracking feature that helps us see what integrations and plugins Automator users are applying in their recipes. This helps us better understand what to prioritize and what WordPress themes/versions/plugins to test against. This new setting is completely voluntary, doesn’t affect functionality in any way, and is fully explained at . [![Automator usage tracking](https://automatorplugin.com/wp-content/uploads/2021/09/automator-usage-tracking.png)](https://automatorplugin.com/wp-content/uploads/2021/09/automator-usage-tracking.png) ## Even more additions This release adds one new [LearnDash](https://automatorplugin.com/integration/learndash/) trigger: A user achieves greater than, less than or equal to a number of points on a quiz. We haven’t done much with points, but based on user feedback, this should really help some customers! [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) and [BuddyPress](https://automatorplugin.com/integration/buddypress/) users also get new tokens for Activity Stream URL and Activity URL; you’ll find these in associated triggers. ## One more thing… The [Uncanny Automator Pro 3.2 release](https://automatorplugin.com/pricing/) will follow shortly. It adds several new Woo subscription tokens, a new trigger for Woo orders based on product category and extended Everyone recipe support. Stay tuned for the update! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News --- ### [Divi Forms, Drag & Drop Actions, Developer Tools and More](https://automatorplugin.com/divi-automation/) **Published:** December 2, 2021 **Author:** Ryan Moore **Content:** [Uncanny Automator 3.5](https://wordpress.org/plugins/uncanny-automator/) is out, and it’s another big update that opens up all kinds of new possibilities for WordPress automation. While there is one big new integration, many of the new tools and features that are part of this update are just as exciting. ## Divi Forms support It took a lot of coordination with the [Elegant Themes](/share/divi) team, but we’re very excited to count [Divi](/integrations/divi/) as our latest integration. You will need to use Divi 4.14 or higher (they had to add some enhancements to allow us to hook into form submissions), but as long as you meet the requirements, you’ll be able to use these new trigger for Divi: - A user submits a form (for Logged-in recipes) - A form is submitted (for Everyone recipes) There are an endless number of recipe opportunities this opens up, including use cases like passing form submissions to Google Sheet, posting scheduled tweets from Divi forms and using Divi forms to register users in events. As you might expect, all form fields are available as tokens, and the upcoming Pro release will add more triggers that are based on values in specific form fields. And speaking of tokens… ## New token “debugging” tool We added an easter egg to the release! When adding tokens (variables, like user first name or date) to an action, you click the \* icon to the right of the recipe and see available tokens organized into groups. Common tokens include elements like email address and current time, Advanced tokens include user meta and post meta (yep, that’s in the new release too!), then additional token groups are organized by triggers. If a trigger is form submission, you would then see a group of tokens related to the form, like fields in that form. If you’re like us, it’s very common to want to add ALL tokens to your action, especially if it’s a test or an email action. In the past, that’s been *really* tedious: add a token name, add the token, repeat for all tokens. In Uncanny Automator 3.5, now you can right-click a token group and **Add all in this group**. If you do that, you’ll see this modal: [![Add all tokens to a recipe](https://automatorplugin.com/wp-content/uploads/2021/12/Add_all_tokens.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Add_all_tokens.png) This tells me that I’m about to add a token name label, omit the token ID, and add ALL tokens in that group to the “Body” field of my action. That’s it, all added, labelled and organized in one click. ## Post meta tokens Yes, we slipped a *huge* new feature into that last section. Uncanny Automator 3.5 adds support for custom post meta tokens! Here’s what it looks like: [![Post Meta Tokens](https://automatorplugin.com/wp-content/uploads/2021/12/Post_Meta_Tokens_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Post_Meta_Tokens_for_Automator.png) The new token type has been added to the **Advanced** token group when you’re working with actions. Tokens are supported both for pulling the post ID dynamically as well as for looking up the associate meta key. Still not impressed? This might help: the new token can work with and parse Advanced Custom Fields (ACF) fields. Here’s a helpful article with more information about the new token type:[ https://automatorplugin.com/knowledge-base/post-meta-tokens/](https://automatorplugin.com/knowledge-base/post-meta-tokens/) ## Drag & Drop actions Notice anything unusual about this next screenshot? [![Drag & Drop automation actions](https://automatorplugin.com/wp-content/uploads/2021/12/Drag___Drop_Actions.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Drag___Drop_Actions.png) Now, when you hover over an action, you’ll see an icon on the left side that lets you “grab” the action and move it up or down in the list of actions. For now, it’s a great way to organize actions and it does control the order that actions are executed. But it’s real value won’t be revealed for several weeks; rest assured that this addition paves the way for an *incredible* new upcoming feature. ## New Integrations page New plugin discovery can be difficult right now with Uncanny Automator. When you create a new recipe, we show you integrations that are available to you based on the plugins you have installed and what non-WordPress apps you can connect to. If you want to see what else you *can* connect to, however, you have to visit our website and look through dozens of listings. It’s a bit of a chore. Automator 3.5 adds a dedicated Integrations page right inside WordPress so you can see what else is available for Automator at a glance. Finally, there’s a new setup wizard for new users that will help sites connect an optional free account. And that covers the major highlights of the 3.5 release. Make sure to checkout the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for the full list, and look for a big Pro release in a few days! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [Math equations, Studiocart and Pabbly Connect](https://automatorplugin.com/math-equations-studiocart-and-pabbly-connect/) **Published:** July 12, 2022 **Author:** Ryan Moore **Content:** As Uncanny Automator approaches the 100 integration milestone, it’s still our endless list of features that elevates it above the competition (followed close behind by our best-in-class support and plugin reliability). In this release, we have 2 important new integrations: Studiocart and Pabbly Connect. Both have been popular requests from Automator users and the support we’re introducing in our free version today will open up a whole new suite of use cases. We’ll talk about those, but let’s start with the big new feature: support for performing math in your recipes. ## Math equations [Uncanny Automator 4.2](https://wordpress.org/plugins/uncanny-automator/) introduces a new category of token called **Data Modifiers**. Picture a whole new suite of features that allow you to manipulate your data in various ways, and in today’s release, we’re starting with the most important one: **Calculations**. Here’s what it looks like: [![Calculations for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/07/Calculations_for_Uncanny_Automator.png)](https://automatorplugin.com/wp-content/uploads/2022/07/Calculations_for_Uncanny_Automator.png) At a glance, it probably doesn’t seem that exciting. “Okay”, you might be thinking, “so Automator can add 6 to 7 and return 13, how does that help me?” The power of calculations starts to appear when you work with other tokens and meta values. With the very basics, you gain an easy counter system. Every time a recipe runs, look up an existing user meta value (maybe total courses completed or total purchases) and add 1 to it. Perhaps another recipe fires when a counter hits 10, or maybe use the values in some reporting tool. There’s a simple counter example below. We could look up the existing meta value for the course\_count key, add 1 to it, then store it again (or use the value elsewhere in the recipe). [![Automator Course Counter](https://automatorplugin.com/wp-content/uploads/2022/07/Course_Counter.png)](https://automatorplugin.com/wp-content/uploads/2022/07/Course_Counter.png) Let’s take it one step further. Maybe every time a user’s subscription renews successfully, you add $10 in credit to whatever their current credit total is, or you add 10 points to a leaderboard for that user. Or maybe you sell timed access to a course or membership system. When the user buys 7 days of credit, tell Automator to look up their current expiration timestamp and add 7 days to it. Or when they buy a year, add a year to the current expiration date. Perhaps instead of purchases users can *do* things to earn more time or store credit, like commenting on posts, submitting forms, completing learning activities. There are *endless* possibilities with this new math support. Use one or more tokens in a single equation. Use the 4 basic math operations, but if you want to go beyond that, you may just find that it works. (For any developers out there that want to go deep, we’re using the StringCalc 2 library and you can use any supported equation in our *Formula* field.) At the more advanced level, one of our developers came up with an interesting use case, where you could use something like “max(3, 10)” in a gamification solution where Automator checks to see if a score that a user earns exceeds the previous highest (stored in post meta), and if it does, notify the admin or queue an action to award a prize to the winner at the end of the month (when the value gets reset). Everything related to calculations is in our free version and you can find more details in the [Knowledge Base](https://automatorplugin.com/knowledge-base/calculations-math-equations/). Now let’s move on to the new integrations. ## Studiocart We’re excited to announce a new integration for [Studiocart](https://automatorplugin.com/integration/studiocart/), an optimized checkout system for WordPress that lets you build high-converting sales funnels quickly. After a flood of requests from their users over the past few months, we’re pleased to introduce 3 new triggers in our free version: - A user completes an order for a product - A user purchases a product - A user’s order for a product is refunded For [Studiocart](https://automatorplugin.com/integration/studiocart/) users, this opens up purchase and refund workflows to integrate with over 50 products that wouldn’t be possible otherwise, plus there’s everything our recipe builder supports to take automations to the next level. Connect Studiocart purchases to social groups, your favourite CRM, Zoom, Google Sheets, whatever you can think of. You could even start selling automatic posts on social media or a new event in Google Calendar. ## Pabbly Connect Similar to [Zapier](https://automatorplugin.com/integration/zapier/), [Pabbly Connect](https://automatorplugin.com/integration/pabbly-connect/) is a popular SaaS integration tool that has over 850 integrations. Think of it as a non-WordPress version of Uncanny Automator. 🙂 Uncanny Automator 4.2 adds a single new action for Pabbly Connect: - Send data to Pabbly Connect And with that, of course, you can have any of your recipes send data to over 850 apps via Pabbly. Maybe you pass new account details from a form submission to an HR app, course completion records to an analytics tool, or event attendance records over to a tool like Airtable. If you’re thinking about using Pabbly Connect, they currently have [a lifetime deal](/share/pabbly-connect/). Compared to monthly pricing, the lifetime offer is very compelling. ## Performance enhancements and more We have found latency when passing data to our app integrations like [Google Sheets](https://automatorplugin.com/integration/google-sheets/), [Zoom](https://automatorplugin.com/integration/zoom-meetings/), [Slack](https://automatorplugin.com/integration/slack/) and others a bit slow, and in the free version in particular, recipes couldn’t move to the next step until we had confirmation via the API that those transactions had completed. This could noticeably slow down page loads on a site if these actions were processed as part of a redirect or reload. For some API integrations, passing the data and waiting to hear back could take a full second. Uncanny Automator 4.2 moves API-based actions to asynchronous execution, meaning those actions will be processed in the background to improve the user experience on a site. This is still a *big* change to how recipes run, so we look forward to your feedback on how this is helping you. If you prefer to keep the existing processing system, there is a new option in the settings to disable asynchronous execution. [![Background actions setting](https://automatorplugin.com/wp-content/uploads/2022/07/Background-Actions-setting.png)](https://automatorplugin.com/wp-content/uploads/2022/07/Background-Actions-setting.png) (Developers: there are filters now to move other actions to asynchronous execution if you want to, but we would not generally recommend using this for WordPress plugin integrations.) There’s one more trigger too for [MailPoet](https://automatorplugin.com/integration/mailpoet/) users: A user submits a form. And for users of our [Uncanny Groups for LearnDash plugin](https://automatorplugin.com/integration/uncanny-groups/), there’s a new “A group is created” trigger so that you can specifically target LearnDash group creation by our plugin. For our advanced users, we have added a few more enhancements: - JSON strings are now supported in fields - All WordPress Core triggers now have standard post/page/comment tokens (there’s a huge list so check the changelog for more details) - Multiple actions gain support for custom values in tokens - There’s a new review request system And to round out the key new features in the [free Uncanny Automator 4.2 plugin](https://wordpress.org/plugins/uncanny-automator/), we changed Woo token support so that if several tags, categories and SKUs are passed into a single token, we separate them by comma instead of using new lines. Here’s the full changelog: Want to hear something crazy? The Pro 4.2 release is coming later this week and it’s got an even longer list of updates. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Settings & MemberPress Courses Integration](https://automatorplugin.com/new-settings-memberpress-courses-integration/) **Published:** March 10, 2022 **Author:** Ryan Moore **Content:** [Uncanny Automator 3.8](https://wordpress.org/plugins/uncanny-automator/) and [Automator Pro 3.8](https://automatorplugin.com/pricing/) releases are now available for download! These new updates bring a whole suite of enhancements, including a completely new approach to settings, a new [MemberPress Courses integration](https://automatorplugin.com/integration/memberpress-courses/), and lots of really useful tokens. While new integrations are always exciting, and we’re thrilled to introduce MemberPress Courses support, the updates behind the scenes are a lot more exciting than they might seem at a glance. ## New Settings pages Uncanny Automator keeps getting bigger and better. It’s getting so big, in fact, that we ran out of room for new integrations and configuration options in our Settings pages. Moreover, they just didn’t look great and weren’t up to the standards we have elsewhere in Uncanny Automator. Representing a *huge* volume of work that involved every member of our team, today we’re pleased to introduce an overhaul of all settings that offer more useful information, more features, better messaging, and an amazing new look and feel. We’re not exaggerating; here’s what connecting an app now looks like: ![Mailchimp Settings for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/03/Mailchimp_Settings_for_Uncanny_Automator.png) Connected accounts are similarly packed with information, and you can tell what’s connected at a glance with the green checkmarks beside the integration names. Managing Pro licenses has been enhanced to show more details about your license and activations, with a new option to change the license key or buy one from inside the plugin. You’ll find even more enhancements as you explore the new Settings pages. ## MemberPress Courses While [MemberPress](https://automatorplugin.com/integration/memberpress/) itself is one of our earliest integrations, we’re excited to announce new triggers and actions for the [Courses add-on](https://automatorplugin.com/integration/memberpress-courses/). In the free release of Uncanny Automator, there are 2 new triggers: - A user completes a course - A user completes a lesson The free version also gains 2 actions: - Mark a course complete - Mark a lesson complete ![MemberPress Courses](https://automatorplugin.com/wp-content/uploads/2022/03/MemberPress_Courses.png) Example use cases might include recipes like marking a course complete when someone attends a live event, or having a course completion add the user to a list in [Hubspot](https://automatorplugin.com/integration/hubspot/). [Pro](https://automatorplugin.com/pricing/) users gain 1 additional action: Reset the user’s progress in a course. Perhaps after completion of a course, a user has 7 days to review it and then progress is reset. Or maybe on purchase of a compliance course that’s repeated every year, progress is reset so users can take the course again. ## GoTo Training and GoTo Webinar In keeping with our mission to make App (non-WordPress) integrations available in our free version for users to try before upgrading to Pro, the 3.8 releases move our [GoTo Training](https://automatorplugin.com/integration/gototraining/) and [GoTo Webinar](https://automatorplugin.com/integration/gotowebinar/) support to the free plugin. For users with a free Uncanny Automator account, you can now use your [free credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to give these integrations a try. Pro users continue to have unlimited use of these integrations. ## Uncanny Groups [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/), our popular plugin for LearnDash B2B sales and user management for organizations, gains 2 new triggers: - A user redeems a group key - A user is registered using a group key These are some interesting additions that align enrollment keys more closely to what we offer in our [Uncanny Codes](https://automatorplugin.com/integration/uncanny-codes/) plugin–and they open up a lot of possibilities. Perhaps when a user redeems a key for group access they receive on onboarding email, are invited to a live welcome meeting, or have a tag added in a CRM (this last example is a big one, we see many inquiries about how to tag users that join a group via Uncanny Groups). Both of the new triggers are available in the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). ## New tokens We have some interesting new tokens in this release, both for developers and for end users of Automator. Pro users get a whole suite of new [Amelia](https://automatorplugin.com/integration/amelia/) tokens for targeting employees: Employee ID, Employee email, Employee first name, Employee last name and Employee phone. Why? We had a few tickets asking how actions could be run on whoever a meeting is booked *with*, not the person who booked the meeting. These tokens now allow that kind of targeting and automation. For free users, here are some new Common and Advanced tokens: - **Current date (Unix timestamp)** – instead of worrying about date formats, work with dates as a number so you can run operations on them and pass them to other plugins and systems in a standard format - **Current time (Unix timestamp)** - **User reset password URL** – a new alternative to the password link which just outputs the URL in plain text, making it more flexible for use in other contexts - **User IP Address** – a more exciting addition that has been requested by several customers (please note that the IP address is not stored and this token cannot be used in scheduled actions) Just a note too that the “autologin link” token has been updated to exclude use by Administrator and Editor roles for security reasons. Then there are the new [Webhooks](https://automatorplugin.com/integration/webhooks/) tokens: Webhook Body and Webhook Sample Data. These sound a bit boring, but if you’ve ever had to troubleshoot webhook data, these tokens are fantastic. Instead of doing lots of troubleshooting with webhook.site and similar tools, now you can just drop these tokens into an email or other action to see *exactly* what data Automator is sending via a webhook. Finally, [LearnDash](https://automatorplugin.com/integration/learndash/) triggers gain a “Passing score %” token so there’s an easier way to compare the user’s score with the *required* score. ## Other news To round out the release, [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) gains a new “Set the user’s status to a specific status” action in our free version. As this information is not stored in user meta, it was difficult to change a user’s status in BuddyBoss; this new action makes it easy. [GiveWP](https://automatorplugin.com/integration/givewp/) gets a new “A donation is made via a form for an amount greater than, less than or equal to an amount” trigger for Pro users. This trigger is similar to an existing Logged In version but can be used as an Everyone recipe, so with anonymous form submissions. The 3.8 releases also include some compatibility improvements for [Tutor LMS 2.0](https://automatorplugin.com/integration/tutor-lms/), label changes for clarity, improved [Elementor form](https://automatorplugin.com/integration/elementor/) performance and more. The full changelogs are available at and . ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator 4.3: Over 100 integrations for WordPress automation!](https://automatorplugin.com/automator-4-3-over-100-integrations-for-wordpress-automation/) **Published:** August 11, 2022 **Author:** Ryan Moore **Content:** Today’s [Uncanny Automator 4.3](https://wordpress.org/plugins/uncanny-automator/) marks a big milestone for our WordPress automation plugin: it puts us **over the 100 integration** threshold. To get there, we have several new integrations to announce: [Easy Affiliate](https://automatorplugin.com/integration/easy-affiliate/), [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/), [LinkedIn Pages](https://automatorplugin.com/integration/linkedin-pages/), [Airtable](https://automatorplugin.com/integration/airtable/), [KonnectzIT](https://automatorplugin.com/integration/konnectzit/) and [Make](https://automatorplugin.com/integration/make/). As usual, the free version of 4.3 also adds several big new features, including the ability to rerun actions for app integrations and duplication actions inside a recipe. And we have completely new branding to announce for Uncanny Automator! Let’s get started with an overview of some of the new integrations. ### Easy Affiliate Created by the [MemberPress](https://automatorplugin.com/integration/memberpress/) team, [Easy Affiliate](https://automatorplugin.com/integration/easy-affiliate/) is a popular affiliate management plugin for WordPress ecommerce and membership sites. It offers an easy-to-use affiliate dashboard, real-time reports, fraud detection, integrations with popular CRMs and ecommerce plugins and more. In today’s 4.3 release, we’re adding 2 new triggers: - A new sale is recorded for an affiliate - An affiliate is added These new triggers enable use cases like adding users to a social or learning group when they’re added as an affiliate, giving affiliates store credit when they make their first sale as a bonus, adding affiliates to a [Hubspot](https://automatorplugin.com/integration/hubspot/) list when they join, etc. As with most of today’s announcements, stay tuned for the addition of even more features in the imminent [Automator Pro 4.3](https://automatorplugin.com/pricing/) release. ### WP Mail SMTP Pro Ever wish you could fire automations when users open an email without having to buy into an expensive CRM solution? That’s what today’s new trigger for [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/) offers: - An email with specific text in the subject line is opened [![WP Mail SMTP Pro](https://automatorplugin.com/wp-content/uploads/2022/08/WP_Mail_SMTP_Pro_trigger.png)](https://automatorplugin.com/wp-content/uploads/2022/08/WP_Mail_SMTP_Pro_trigger.png) Keep in mind this is in our *free* version, so you can add powerful email reporting (via [Google Sheets](https://automatorplugin.com/integration/google-sheets/) and our new Airtable integration) to your site at no extra cost. And with [Automator Pro](https://automatorplugin.com/pricing/) features, you can do things like trigger new drip campaigns when an email is opened (or perhaps only when it’s opened by users with a specific email domain). ### LinkedIn Pages Adding to our suite of native social media integrations, now Automator lets you publish posts on [LinkedIn](https://automatorplugin.com/integration/linkedin-pages/)! As a App Integration, this is available to free plugin users as part of our [credit system](https://automatorplugin.com/knowledge-base/what-are-credits/). For now, we’re adding a single new action: - Publish a post to a LinkedIn page Here’s what it looks like: [![Post to LinkedIn from WordPress](https://automatorplugin.com/wp-content/uploads/2022/08/Edit_recipe_2294_⁃_New_Action__LinkedIn_–_Publish_a_post_to_a_LinkedIn_page_‹_autodavidc_uncannycloud_com_—_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Edit_recipe_2294_⁃_New_Action__LinkedIn_–_Publish_a_post_to_a_LinkedIn_page_‹_autodavidc_uncannycloud_com_—_WordPress.png) To make things as easy as possible, we have a 1-click integration made possible with the new Automator app for LinkedIn. Just click a button to connect your account, approve permissions to Automator and you’re in! There are no API credentials or developer settings to worry about. ### Airtable, Make and KonnectzIT In the interest of getting to our new features and branding faster, we’re consolidating the [Airtable](https://automatorplugin.com/integration/airtable/), [Make](https://automatorplugin.com/integration/make/) and [KonnectzIT](https://automatorplugin.com/integration/konnectzit/) integrations into one section because they all allow the same action: Send data to each of these platforms. They’re super useful, satisfy many customer requests and will enable powerful third-party reporting and automation solutions. All unlimited use, all in our free version. ### Retry failed API-based actions Sometimes the actions for some of Uncanny Automator’s App Integrations (e.g. [Slack](https://automatorplugin.com/integration/slack/), [Google Sheets](https://automatorplugin.com/integration/google-sheets/), [Facebook](https://automatorplugin.com/integration/facebook/), [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/)) might fail, perhaps because the service is down, the connected account is throttled, permissions in a connected app changed, the connected free account ran out of Automator credits, etc. Currently when that happens, users are stuck with a recipe that failed and no way to pass the data again after fixing whatever issue caused the action to fail. We’ve seen a few tickets where users only noticed weeks after a change they made caused actions for the previous few weeks to fail and manually entering all of that missing data is a prohibitive expense. In [Uncanny Automator 4.3](https://wordpress.org/plugins/uncanny-automator/), we’re adding a new system that makes it super easy to resend data to non-WordPress apps. From inside the *Recipe log*, click into the **Details** for a recipe with actions linked to [App Integrations](https://automatorplugin.com/knowledge-base/what-are-credits/) and you’ll see a new **Resend** button. Clicking it does exactly what you would expect. Here’s what it looks like: [![Resend premium integration actions](https://automatorplugin.com/wp-content/uploads/2022/08/Resend_premium_integration_actions.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Resend_premium_integration_actions.png) Yes, we know it’s amazing addition and that it needs to do more, so in upcoming releases you will see additions like similar support for webhook actions, automatic delayed retries, retrying failed actions in bulk, etc. We want Automator recipes to be *super* reliable, including covering situations where other WordPress sites and non-WordPress apps might be down. ### Duplicate actions You can already duplicate recipes, so why did we develop a way to clone individual actions? There are a lot of use cases here, but we built it with a specific one in mind: it makes it a lot easier to churn out if/else conditions. Suppose you have an action that you only want to run if a user has a specific email domain, and you want to run another action on users that *don’t* have that email domain. You spend lots of time setting up the first action and getting everything right, but rebuilding it with small tweaks for the “else” condition is time-consuming. Instead, you can just duplicate the first action, make the small tweak, add the opposite condition and you’re all set. ### Automator cache controls By default, Uncanny Automator enables a caching system to improve performance when loading recipe elements. In a small number of cases, we have seen conflicts with some Redis caching, and while a filter has always been available to disable caching, now there’s a setting to make enabling and disabling the Automator caching system easier to manage. [![Automator cache settings](https://automatorplugin.com/wp-content/uploads/2022/08/Automator_cache_settings.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Automator_cache_settings.png) ### New Emails integration We decided to move the “Send an email” action from WordPress to its own dedicated [Emails integration](https://automatorplugin.com/integration/emails/) because it wasn’t directly a WordPress function. We had a few new users report difficulty finding how to email users in recipes so we broke it out to make discovery easier. ### Uncanny Codes [Uncanny Codes](https://www.uncannyowl.com/downloads/uncanny-learndash-codes/) got some extra attention in this release, and while these new additions sound uninteresting at first, hang in there for the use cases: - New trigger: A code batch is created - New action: Generate a batch of codes for Automator [![Uncanny codes action to create codes](https://automatorplugin.com/wp-content/uploads/2022/08/Uncanny_Codes_action_to_create_codes.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Uncanny_Codes_action_to_create_codes.png) On their own, these probably seem a bit boring. Sure, you can generate a new batch of codes in a recipe, but how does that help users if you can’t distribute them or output them to another system? And yes, you can trigger recipes when batches are generated, but if an admin creates the batch, can’t the admin just pull and use the codes immediately anyway? The magic happens when you combine the new trigger and action into connected recipes. In the first recipe, you use whatever you want to generate the codes: a purchase, event attendance, course completion. The new codes can unlock anything on the site. But then you have a *second* recipe that watches for new code batches from that first action (probably based on prefix or suffix using recipe conditions) and can send them by email, transfer them to Google Sheets, whatever fits your use case. Maybe an educator attends a 1-hour workshop and their attendance unlocks 10 codes that their students can use to try out a sample course. Or perhaps a purchase of a $500 product comes with 2 bonus codes to unlock a membership level for 2 of the customer’s friends when they register. Now these are some pretty compelling workflows for sites selling something. ### Other new 4.3 features The sections above cover the key changes, but we have a *huge* number of additional changes packed into [Uncanny Automator 4.3](https://wordpress.org/plugins/uncanny-automator/). Our [Mailchimp integration](https://automatorplugin.com/integration/mailchimp/) adds these new actions: - Add a contact to an audience - Add a note to a contact - Add a tag to a contact - Remove a tag from a contact - Unsubscribe a contact from an audience The “Create a post” action in [WordPress core](https://automatorplugin.com/integration/wordpress-core/) now supports setting taxonomies (like categories and tags) when creating a new post. Here’s what it looks like: [![Taxonomy support for creating a WordPress Post](https://automatorplugin.com/wp-content/uploads/2022/08/Taxonomy_support_for_Creating_a_WordPress_Post.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Taxonomy_support_for_Creating_a_WordPress_Post.png) [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) adds a “Add a tag to a contact” action. [LearnDash](https://automatorplugin.com/integration/learndash/) gets a new “Course access expiry date” token. In [Google Sheets](https://automatorplugin.com/integration/google-sheets/) actions, clicking the “Get columns” button doesn’t clear existing values when columns are refreshed. When duplicating recipes, conditions are now preserved, as are the original status of triggers and actions. Finally, we have consolidated the menu entries for the recipe, trigger and action logs under a single “Logs” entry. ### Introducing the new Uncanny Automator branding! With all of the plugin features out of the way, we’re excited to introduce the new Automator branding that we’re starting to roll out as part of the Automator 4.3 releases. Here’s our new logo: [![New Automator Logo](https://automatorplugin.com/wp-content/uploads/2022/08/horizontal-logo-1024px.png)](https://automatorplugin.com/wp-content/uploads/2022/08/horizontal-logo-1024px.png) Yes, it’s a brand new mascot too. We have lots of pose illustrations lined up to use in different contexts, so you’ll start to see those used throughout our site and also inside the plugin on your own sites. Here’s an example of “U-Bot” all ready to blend your favourite plugins together into new recipes. [![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-machine-pose-256px.png)](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-machine-pose-256px.png) Let us know what you think about the new branding and the 4.3 release in the comments! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integrations: WPCode & Thrive Ovation](https://automatorplugin.com/new-integrations-wpcode-thrive-ovation/) **Published:** March 29, 2023 **Author:** Ryan Moore **Content:** We’re excited to announce 2 new integrations in the [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 4.13 release, as well as several other important changes that will make some existing recipes a lot more useful. Let’s jump in to what’s new. ### New integration: WPCode [WPCode](https://automatorplugin.com/integration/wpcode/) is a plugin and platform that we have started using more ourselves to make our own snippets more accessible. (If you’re not familiar with our snippet library, it’s available on our [development documentation site](https://docs.automatorplugin.com/reference/snippets/).) WPCode’s library of built-in snippets makes it easy to implement hidden and powerful functions for WordPress as well as popular plugins. Widely-used snippets include things like allowing SVG file upload, disabling the Gutenberg editor, disabling automatic updates, etc. You can also add your own code snippets to the plugin and control exactly how and when they’re loaded. And with today’s Automator release, it’s easier than ever to turn them on and off. Version 4.13 adds these 2 actions for WPCode: - Activate a snippet - Deactivate a snippet Why would you want to enable or disable code snippets via recipe? Here are a few possible examples: - Allow authorized users to enable or disable certain site features in the front end, without /wp-admin/ access, by checking and unchecking selections in a form that control site snippets. - Run a sale, where banners and code related to the sale are managed via snippet, and set the snippet to be disabled automatically at the sale end time. [![](https://automatorplugin.com/wp-content/uploads/2023/03/Activate-WPCode-Snippet.png)](https://automatorplugin.com/wp-content/uploads/2023/03/Activate-WPCode-Snippet.png) - Coordinating a promotion where users are directed to submit a form, but after the 100th submission activate a snippet that removes the promotion and hides the page. ### New integration: Thrive Ovation In case you’re not familiar with it, [Thrive Ovation](https://automatorplugin.com/integration/thrive-ovation/) is a popular plugin developed by Thrive Themes that helps WordPress site owners collect, manage, and display testimonials on their websites. Our initial integration focuses on one of its many features: testimonial capture. With that in mind, Automator 4.13 adds one new trigger: - A testimonial is submitted This new trigger offers a ton of new tokens (e.g. description, role, website URL, email, status, etc.) so that you can use the testimonial data in a variety of ways. Maybe you use the new trigger to keep a lot of testimonial details in [Airtable](https://automatorplugin.com/integration/airtable/), post positive ones to [Facebook](https://automatorplugin.com/integration/facebook/) (why not use our [OpenAI](https://automatorplugin.com/integration/openai/) integration for sentiment analysis to figure out which submissions are positive?), notify staff in [Slack](https://automatorplugin.com/integration/slack/) and tag the user in [Groundhogg](https://automatorplugin.com/integration/groundhogg/). ### Other updates in 4.13 One of the most important changes in [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 4.13 is adding support for additional formatting in action token content when used in emails. We had feedback from the [WPForms](https://automatorplugin.com/integration/wp-forms/) team that sending emails based on [OpenAI](https://automatorplugin.com/integration/openai/) responses was difficult in our previous version because proper paragraph formatting wasn’t retained. With the Uncanny Automator release, including GPT and other AI responses in emails now includes original formatting so that you can send responses to users as-is, without worrying about what it will look like to them. There’s also a key terminology change that we’re making across Automator. We had too much confusion about what “premium” integrations meant, so we’re standardizing around “app” integrations instead. These integrations cover anything that’s not WordPress, like Google Sheets and Twitter. So instead of “credits”, you’ll start seeing “app credits”, and we now call non-Wordpress integrations “app integrations”. Hopefully this helps to make things more clear. Finally, FluentCRM gains a “Contact ID” token for triggers that were missing it. The full list of updates is available in the [Uncanny Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [The Best Social Media Plugins for WordPress in 2023](https://automatorplugin.com/the-best-social-media-plugins-for-wordpress-in-2023/) **Published:** March 23, 2023 **Author:** Brendan Da Costa **Content:** *We’ve compiled a list of the best social media plugins for WordPress in 2023 to grow your business, connect with your customers and increase your sales.* ![The Best Social Media Plugins for WordPress Feature Image](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-Feature-Image.png) If you’re trying to connect your WordPress website to your social media accounts, then you’re one smart cookie—and you’ve clicked on the right link. Whether you want to display a collated and curated version of your social media pages on your website or push your new content out across your social channels, there’s a plugin for you. But with so many social media plugins for WordPress to choose from, finding the one that’s right for your business can take more time than reaching the end of the infinite scroll on your Instagram feed. Unless you just scroll through this list. Like them, retweet them, share them: these are the best social media plugins for WordPress in 2023. ## **Why Use a Social Media Plugin** According to [Datareportal’s comprehensive report](https://datareportal.com/reports/digital-2023-global-overview-report) on the state of all things digital, the number of social media users has crossed the 4.75 billion mark. And people are now spending more time (and money) than ever before on platforms like WhatsApp, Facebook and Instagram. Suffice to say, social media has become a ubiquitous part of daily life for consumers and businesses alike. And with the right plugins, your WordPress business can conquer the internet like the social (media) butterfly that it is. ### **Save Time and Money** Based on the [latest reports from Statista](https://www.statista.com/statistics/188451/amount-of-time-spent-for-social-media-marketing-per-week-in-2011/), marketers spend hours upon hours on social media every week. And it’s not because they’re catching up on their favorite influencer’s latest ski trip to Vail. Keeping your social media accounts up-to-date and relevant takes hours. Unless, of course, you’re using a social media plugin that does all of the posting, scheduling, curating and sharing for you. The plugins on this list can help you shave hours off of your daily routine and dollars off of your marketing budget. ### **Connect with Your Customers** Social media isn’t just about pretty pictures, witty one-liners and viral videos. (But those are, admittedly, fun). According to [Forbes](https://www.forbes.com/sites/danschawbel/2015/01/20/10-new-findings-about-the-millennial-consumer/?sh=682615d66c8f), nearly two-thirds of Millennials said that they were more likely to become loyal customers if a brand engaged with them on social media. With the right social media plugin for your WordPress website, you can leverage the power of your CMS to make more meaningful connections with your customers. ### **Add Revenue Streams** Instagram lives aren’t the only things streaming on social media these days—so are sales! The consulting firm [McKinsey & Company](https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/social-commerce-the-future-of-how-consumers-interact-with-brands) projects that social commerce will account for nearly $80 billion—or more than 5%—of US-based e-commerce by 2025. Globally, they project that number will top $2 trillion. Social media plugins for WordPress allow you to integrate your social media accounts with your existing e-commerce infrastructure so you can capitalize on the growth in social commerce. ### **Build Credibility and Trust** Despite the heavy use of filters, social media gives businesses the opportunity for transparency and authenticity. And, according to a [2018 survey](https://sproutsocial.com/insights/data/social-media-transparency/), that’s all that 53% of consumers are asking for anyway. Connecting your WordPress website to your social media accounts gives you the opportunity to show your customers exactly who you are and what you’re all about. (They will probably forgive you if you use the occasional filter.) ## **What to Look For in a Social Media Plugin** Every social media plugin for WordPress comes with its own unique set of features. Some of the most common features, however, are: **Sharing Buttons:** Allow users to share your posts and pages with a click. **Social Icons with Profile Links:** Take your WordPress site users directly to your social media profiles so they can follow you. **Social Login:** Make logging into your WordPress website easier for your users with social login. Social login also adds a layer of security to your WordPress website. **Social Comments:** Bring your social media comments and likes to your WordPress website to boost engagement. **Social Feed:** Present your social media feeds directly on your WordPress website for a visual feast. This also helps you make the most of your content across all of your platforms. **Social Posting:** Post some or all of your website content directly and automatically to your social media profiles to save time. ## **1. Smash Balloon** Smash Balloon is one of the most popular (and powerful) social media plugins for WordPress. Build stunning social walls on your website in just minutes with the easy-to-use interface, and plug-and-play templates. ![The Best Social Media Plugins for WordPress Smash Balloon Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-1-—-Smash-Balloon-Homepage.png) ### **Features** Smash Balloon comes with some impressive features to ensure that, no matter what’s happening on the social media side of the internet, your social wall will always look great. In addition to speed optimization, Smash Balloon stores your images locally and provides you with critical issue alerts so there’s never any downtime. Smash Balloon traffic, however, only goes one way. This means that you won’t be able to push content from your WordPress website onto social media. [Click here](https://smashballoon.com/?smashid=1597) for a full list of Smash Balloon’s features. ### **Who’s It For?** Compared to some of the other plugins on this list, Smash Balloon integrates with a limited number of social media platforms. It’s focused entirely on the “big four”—i.e., Facebook, Instagram, YouTube and Twitter. Additionally, without the ability to push content out to social media, this plugin won’t suit everyone’s needs. However, if all you’re looking for is a way to showcase some of your social media content on your website and you only have a few social channels, then Smash Balloon should be a serious contender for you. ### **Pricing** [Smash Balloon Social Photo Feed](https://en-ca.wordpress.org/plugins/instagram-feed/) is FREE forever and lets you set up a basic social wall on your website. Alternatively, you can choose from one of six Pro plugins for additional features and use on an unlimited number of websites. [Click here](https://smashballoon.com/?smashid=1597) to check out Smash Balloon’s full pricing schedule. ## **2. Blog2Social** Blog2Social is a powerful social media automation plugin for WordPress websites. With Blog2Social, you can push your WordPress content out across 14+ social media platforms to reach more audiences and conquer new markets. ![The Best Social Media Plugins for WordPress Blog2Social Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-2-—-Blog2Social-Homepage.png) ### **Features** Just like the social media platforms that it helps you connect to, Blog2Social has tons of features to give you greater control over your content. In addition to auto-posting to your preferred platforms, Blog2Social allows you to post content directly from your media library. Stay on top of your content with a content calendar, scheduled posts, auto-reshares and customizable hashtags, handles and emojis. Developers and institutional users will find value in Blog2Social’s team management and social metrics features. ### **Who’s it for?** For content creators and businesses whose WordPress website is their central hub, Blog2Social is a great option. Just like with Smash Balloon, however, the content only flows one way—Blog2Social can’t import your social media content to your WordPress website. ### **Pricing** [Blog2Social is FREE](https://en-ca.wordpress.org/plugins/blog2social/) to get started with. However, the free version does have some limited functionality and won’t connect to your Instagram Business, YouTube or Vimeo accounts. Paid versions of Blog2Social, however, start at affordable prices and you can take advantage of a 30-day free trial to make sure that it’s the right plugin for your business. [Click here](https://www.blog2social.com/en/pricing/) for Blog2Social’s full pricing schedule. ## **3. Easy Social Share Buttons** The Easy Social Share Buttons plugin does exactly what the name suggests—it makes it easy to share your WordPress website with all of social media using customizable buttons! For such an easy plugin, however, Easy Social Share Buttons has some of the most powerful and unique features on this list. ![The Best Social Media Plugins for WordPress Easy Social Share Buttons Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-3-—-Easy-Social-Share-Buttons-Homepage.png) ### **Features** Design your own social media buttons and determine how and where they appear on your web pages. You can even include internal metrics such as share counters to encourage engagement. Easy Social Share Buttons really has an exhaustive list of features to grow your content’s reach and boost your bottom line. It would be too much for us to list here but we’ve chosen highlights: - Integrates with 50+ social media platforms - [Click-to-tweet](https://socialsharingplugin.com/click-to-tweet/) to make your content more shareable - [Subscription forms](https://socialsharingplugin.com/grow-your-mailing-list-subscribers/) to increase your follower count and immerse your audience - [WooCommerce sharing](https://socialsharingplugin.com/woocommerce-social-sharing/) to boost your e-commerce and social commerce sales - [Social profile links](https://socialsharingplugin.com/social-profiles/) and author boxes to create more authentic connections with your audience And that was just the tweet-length version of Easy Social Share Buttons’ features. ### **Who’s it for?** Easy Social Share Buttons is perfect for content creators with shareable WordPress content. Whether you’re running a blog, vlog, podcast or newsletter, Easy Social Share Buttons can help you broadcast your content across the internet. There are few social media plugins that can boost user engagement and turn your audience into your community quite like this one. ### **Pricing** There is no free version of Easy Social Share Buttons—but it’s so affordable that it might as well be. Unlike so many of the other plugins on this list, Easy Social Share Buttons has incredibly low fees for lifetime licenses. [Click here](https://socialsharingplugin.com/pricing/) for Easy Social Share Buttons’ full pricing schedule. ## **4. Revive Social** Revive Social has two plugins—Revive Old Posts and Revive Network. Both plugins allow users to push their WordPress content out to social media with basic content management tools, the difference being that Revive Network has RSS support. ![The Best Social Media Plugins for WordPress Revive Social Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-4-—-Revive-Social-Homepage-1.png) ### **Features** Revive Social’s features are focused on making the dissemination of your content across social media as easy and hassle-free as possible. Use shortened share links, turn WordPress categories into hashtags and post to your social media accounts directly from your media library. Revive Social also gives you the power to filter content to different social media accounts so you can better manage your content and target your audience. ### **Who’s it for?** Businesses, developers and content creators with limited or seasonal content will likely find that Revive Social offers them the best value without superfluous features. However, Revive Social integrates with a limited number of social platforms, and that list doesn’t include Pinterest. ### **Pricing** Revive Social offers affordable annual and lifetime subscriptions. [Click here](https://revive.social/plugins/revive-old-post/) for Revive Old Posts’ full pricing schedule or [click here](https://revive.social/plugins/revive-network/) for Revive Network’s full pricing schedule. ## **5. Social Warfare** Social Warfare is a high-performance social share buttons plugin for WordPress. This no-nonsense plugin will have your users sharing your content across social media at lightning speeds. ![The Best Social Media Plugins for WordPress Social Warfare Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-5-—-Social-Warfare-Homepage.png) ### **Features** Social Warfare’s features are all geared towards turning your social share buttons into powerful tools of dissemination. A built-in optimizer gives you the ability to preset images, titles, descriptions, hashtags and much more to make sharing your posts easier for your users—and better for your searchability. Unique features like minimum view count displays ensure that your content never suffers from negative social proof. At the same time, authorship features such as pre-filled Twitter handles ensure that, no matter how many times your content gets shared, you’ll always get the credit (and the traffic). ### **Who’s it for?** Similar to Easy Social Share Buttons, WordPress businesses with lots of written and visual content will enjoy the Social Warfare plugin. Whether you choose to go with Social Warfare or an alternative, however, will come down to your preferences for unique features. But Social Warfare has the competition beat in terms of value. ### **Pricing** The [Social Warfare plugin](https://warfareplugins.com/products/social-warfare/) is FREE forever and all time! That being said, it has limited capability compared to Social Warfare Pro, that connects your WordPress website to more social media platforms and gives you greater control over how your content looks. [Click here](https://warfareplugins.com/products/social-warfare-pro/) for Social Warfare’s full pricing schedule. ## **6. Better Click to Tweet** Just like a good Twitter handle, the name of this plugin says it all. Better Click to Tweet is the best social media plugin on the market for making your WordPress content Twitter-friendly (and infinitely shareable). ![The Best Social Media Plugins for WordPress Better Click to Tweet Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-6-—-Better-Click-to-Tweet-Homepage.png) ### **Features** Better Click to Tweet is laser-focused on making it easy for your users to quote you on Twitter while giving you greater control of how your content is shared. Remove unnecessary text, shorten or change callback URLs and even create no-follow links to protect your SEO. ### **Who’s it for?** As the name suggests, Better to Click to Tweet only connects your WordPress website to Twitter. For WordPress users whose primary social media platform is Twitter, Better Click to Tweet is practically a no-brainer. Even if you have other social media platforms, leaving your Twitter account in the hands of this plugin isn’t a half-bad idea. ### **Pricing** Better Click to Tweet is a FREEmium plugin. [Download Better Click to Tweet](https://wordpress.org/plugins/better-click-to-tweet/) for free and shop their premium add-ons to further customize your style and gather analytics. [Click here](https://www.betterclicktotweet.com/all-add-ons/) for Better Click to Tweet’s full pricing schedule. ## **7. Grow Social (formerly Social Pug)** Grow Social helps you get the word out about your WordPress content—without slowing down your website! With over 60,000 installs and a 4.5/5 star rating, Grow Social is a favorite amongst WordPress users who want to, well, grow socially. ![The Best Social Media Plugins for WordPress Grow Social Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-7-—-Grow-Social-Homepage.png) ### **Features** Grow Social boasts all of the must-have features for a social media plugin, packed neatly into a friendly and lightweight UI. Customize the text and images that users share across various platforms, determine when, where and how your share buttons appear and plug right into Google Analytics to track your success. Bonus features that make Grow Social a joy to use are GDPR compliance, share count recovery and great support for all of your queries. ### **Who’s it for?** If you’re new to social media plugins (or to WordPress), Grow Social is a great introductory plugin. It has all of the core features that social share buttons should have along with some bells and whistles for you to explore. As your business (and social media following) grows, you can opt to either stick with Grow Social or find another plugin that has more features that fit your changing workflows. ### **Pricing** Grow Social is FREE. That’s it. Forever and all time and for all things. Whether you want one license or ten, Grow Social is still totally FREE. You can upgrade to [Grow Social Pro](https://www.mediavine.com/what-is-grow-social-pro/#:~:text=Grow%20Social%20is%20the%20free,plugin%20to%20your%20WordPress%20admin.) anytime you want to take advantage of premium features. [Click here](https://marketplace.mediavine.com/downloads/grow-social-pro/) to download Grow Social. ## **8. Shareaholic** Sharing is caring—and very, terribly addictive. Shareaholic is the social media plugin to help you engage with your audience, analyze your performance and monetize your content. ![The Best Social Media Plugins for WordPress Shareaholic Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-8-—-Shareaholic-Homepage.png) ### **Features** Shareaholic offers social share and follows buttons with some added features to make going viral a whole lot easier. With powerful support for QR Codes, Google Analytics and share count recovery, Shareaholic covers all of the bases you need in a social media plugin. Easy customizability and responsive design round out some of the key features that you’ll want to check out before making a decision. ### **Who’s it for?** Bigger content creators and businesses will find more use for all of Shareaholic’s features. With that said, it’s free to get started with Shareaholic so if you’re just starting out and have a detailed strategy for growing your social media following (and monetizing your content), it’s tough to beat this plugin. ### **Pricing** Shareaholic has a Forever Free plan with limited features that’s best for single bloggers or businesses that are just starting out. Upgrading from there is surprisingly affordable (given the features you’ll get) and goes all the way up to Enterprise pricing for features like custom development and custom API. [Click here](https://www.shareaholic.com/plans) for Shareaholic’s full pricing schedule. ## **9. FS Poster** FSPoster is a great plugin to help push your WordPress content out across your social media channels. While it bills itself as an auto-poster and scheduler, we think it has enough features to call itself a social media management plugin. And once you see what it can do, you’ll likely agree with us. ![The Best Social Media Plugins for WordPress FS Poster Homepage](https://automatorplugin.com/wp-content/uploads/2023/03/The-Best-Social-Media-Plugins-for-WordPress-9-—-FS-Poster-Homepage.png) ### **Features** Like other auto-posters, FSPoster allows you to schedule when your WordPress content goes out, set hashtags using WordPress categories and tags and configure multiple (or unlimited) social media accounts. Additionally, FSPoster gives you TikTok support, the ability to automatically change your Instagram link in bio, and bulk action support. [Click here](https://www.fs-poster.com/features) for the full list of FSPoster’s features. ### **Who’s it for?** FSPoster is a powerhouse of a social media plugin that active bloggers and businesses can take full advantage of. With a one-time fee, it’s also one of the most affordable options on this list so it’s perfect for businesses just starting out, growing their social media presence. ### **Pricing** FSPoster doesn’t have a free version or a free trial but it does offer a demo so you can learn the ropes before putting down cash. [Click here](https://codecanyon.net/item/fs-poster-wordpress-auto-poster-scheduler/22192139?irgwc=1&clickid=ymz2Kd0sIxyNW16WFPw8L0HgUkAW1iVAv2p4RA0&iradid=275988&irpid=1297647&iradtype=ONLINE_TRACKING_LINK&irmptype=mediapartner&mp_value1=&utm_campaign=af_impact_radius_1297647&utm_medium=affiliate&utm_source=impact_radius) for FSPoster’s full pricing schedule. ## **Bonus: Uncanny Automator** Uncanny Automator is the #1 WordPress automation plugin. Though it isn’t a dedicated social media plugin for WordPress, it offers top social media platform integrations. Fully integrate your social media accounts with your WordPress website using Uncanny Automator! ![](https://automatorplugin.com/wp-content/uploads/2022/08/cropped-mascot-icon-512px.png) ### **Features** Uncanny Automator works well as an auto-poster, allowing you to share new and exciting content and products across Instagram, Facebook, Twitter and more—even WordPress social plugins like Peepso and BuddyBoss! Using tokens (pieces of data pulled from your website) you can set dynamic hashtags and post images and videos from your media library to maximize your content’s searchability and engagement. Connect your social media accounts to all of your other favorite apps and plugins. Manage your content from your social media calendar in Airtable, promote your latest WooCommerce products, grow your Ultimate Member memberships and even spread the word about your upcoming Modern Events Calendar events. Using Automator as a social media plugin gives you an “intelligent” advantage over all of the other plugins. Give your social media a much-needed boost with artificial intelligence through the OpenAI integration! Whenever you publish a new post, you can automatically prompt OpenAI to generate a tweet-length summary of your new content, complete with dynamic hashtags from GPT and even original DALL-E 2 artwork! With Automator, the only limit to what you can do is your imagination—so dream big and post tons of content! ### **Who’s it for?** Social media is just one component of running a WordPress business and promoting or showcasing your content. Businesses that want to connect all of their favorite apps and plugins—from their CRM and customer support to their e-commerce and media—will stand to benefit the most from Uncanny Automator. If you want to cut back on bloat (and costs) Automator is the best option on the market. ### **Pricing** Uncanny Automator isn’t just [FREE to download](https://wordpress.org/plugins/uncanny-automator/)—you’ll even get complimentary credits to try out app integrations such as Twitter, Facebook, OpenAI and WhatsApp. Once you’re ready to fully integrate your social media accounts into your workflows, upgrading won’t cost half as much as hiring a social media management firm. [Click here](https://wordpress.org/plugins/uncanny-automator/) to download Uncanny Automator—and don’t forget to claim your complimentary credits! ## **Just Be Social** Whichever plugin you choose, at the end of the day, all that matters is that you continue forming those social connections. We’d love to hear how you use social media to connect with your customers and drive revenue. Let us know in the comments section below. Until next time, keep hashtagging, captioning and sharing your way to better sales! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Featured Plugins, Uncanny Automator --- ### [OpenAI GPT 3.5 Turbo Support for WordPress](https://automatorplugin.com/openai-gpt-3-5-turbo-support-for-wordpress/) **Published:** March 16, 2023 **Author:** Ryan Moore **Content:** The WordPress ecosystem has been abuzz with OpenAI and ChatGPT excitement for the past few months, and at Uncanny Automator we’re excited to be leading the charge. Today we’re thrilled to announce that [Uncanny Automator 4.12](https://wordpress.org/plugins/uncanny-automator/) is available with full support for GPT-3.5-Turbo, the latest language model from [OpenAI](https://automatorplugin.com/integration/openai/) available for public use (and what’s used in the [ChatGPT](https://chat-gpt.org/) product). This new integration brings a whole new level of automation to WordPress users, making it easier and faster to generate accurate, relevant content for WordPress sites. ### Introducing GPT 3.5 Turbo for WordPress If you’ve used ChatGPT, you’re already familiar with OpenAI’s GPT language model. It is a deep learning model that uses neural networks to generate human-like text. The “Turbo” version of the model is optimized for speed and accuracy, making it ideal for use on WordPress sites and in no-code automations. Uncanny Automator [already supports](https://automatorplugin.com/pro-4-10-openai-wholesale-suite-buddypress-and-learndash/) Ada, Babbage, Curie and Davinci models, but we suspect GPT 3.5 support will be our most popular offering. Besides the low cost, speed and accuracy, it also allows recipes to set the *context* of a reply via a system instruction. In other words, instead of just passing over a prompt in isolation, like “How can I use OpenAI on my WordPress site?” and getting a generic answer, we can add context like, “Answer as a helpful Uncanny Automator support agent” to influence how GPT responds to the prompt. Here’s what the new action looks like: [![OpenAI gpt-3.5-turbo for WordPress](https://automatorplugin.com/wp-content/uploads/2023/03/gpt-3.5-turbo-for-WordPress-1024x851.png)](https://automatorplugin.com/wp-content/uploads/2023/03/gpt-3.5-turbo-for-WordPress.png) What you can do with the new model support is limited only by your imagination. Perhaps when a blog post is published, you use Uncanny Automator to generate and attach a featured image to the post, generate an SEO description for the post, generate a brief tweet that’s posted to [Twitter](https://automatorplugin.com/integration/twitter/), and post a summary with a link in a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) activity feed–translated into multiple languages by [OpenAI](https://automatorplugin.com/integration/openai/), because why not? All that’s needed is a copy of the free version of Uncanny Automator and an OpenAI API key. ### What else is new? We have a few other important updates in the free [Automator 4.12 release](https://wordpress.org/plugins/uncanny-automator/). [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) gains its first Everyone trigger: A customer purchases a download. We’ve been working hard with Chris and the Easy Digital Downloads team to make sure that we could support guest checkout scenarios. This new addition (with several new token options!) opens up a lot of new workflow use cases that aren’t just limited to users with a WordPress account. Our [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) integration adds a new “A type of post is published” trigger. Yes, we had the similar existing option that includes taxonomies, but the reason for a new independent trigger is that our taxonomy support required the trigger to run partially on a cron (since sometimes WordPress wouldn’t have taxonomy records when a post was immediately published). On a few sites we had reports of cron issues in the environment that made the trigger harder to use, so this new option removes any cron dependencies. This next addition is especially exciting when paired with the new GPT support: WordPress Core also gains an “Add a reply to a comment” action. So when someone posts a comment on a WordPress site, you could pass their comment to GPT as a prompt, perhaps add context about the site and how the AI should respond, then have a context-sensitive automatic reply added to the comment. For internal testing, we created a hypothetical post for a food blog that included a recipe, then we added a comment from a user requesting a different recipe option. GPT instantly replied with its own comment that included a detailed new recipe; we were very impressed! [WP Simple Pay Lite](https://automatorplugin.com/integration/wp-simple-pay/) is now supported for the “A payment for a form is submitted” action in the WP Simple Pay integration. This will add a lot of value for users of the Lite plugin. Next up, our [Clickup](https://automatorplugin.com/integration/clickup/) integration had a significant overhaul of the “Update a task” action so that we could make a lot more fields optional and leave existing Clickup values unchanged. Finally, the [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) action to “Add a contact” can now add and update a contact, and [Trello](https://automatorplugin.com/integration/trello/) gets some new token support. For the full list of changes, make sure to check out the [Uncanny Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Customer Service Pro Tip: Slack Notifications for WooCommerce](https://automatorplugin.com/customer-service-pro-tip-slack-notifications-for-woocommerce/) **Published:** October 13, 2022 **Author:** Brendan Da Costa **Content:** In running a successful WooCommerce store, customer service is key—but trying to stay “on the ball” can take a lot of work. Retaining loyal customers, delivering personalized service to VIP clients and tracking orders to ensure proper processing. Even for the keenest WooCommerce store owners, it’s a lot to try to juggle. Fortunately, there’s a way to stay on top of your customer service while simultaneously “slacking off”. In this step-by-step guide, we’ll show you how to use Slack notifications for WooCommerce to deliver customer service like a pro and walk your customers through your sales funnels. ## **An Introduction to Slack and Uncanny Automator** With [Uncanny Automator](https://automatorplugin.com/pricing/), you can receive automated notifications from your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store so that you can deliver the best customer service to your clients in real time. If you’re new to [Slack](https://automatorplugin.com/integration/slack/) or Automator, however, don’t worry. Both are remarkably easy to use—and FREE to download! ### **What is Slack?** [Slack](https://automatorplugin.com/integration/slack/) is a digital messaging platform designed specifically for the workplace—or just the Chatty Cathys in the room. Use Slack to keep your team connected and informed wherever they are, whether they’re working from home or adjacent offices. Create different accounts with the same email address to make as many separate workspaces as your various teams require. ![Slack Homepage](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-1.png) With more than 2,400 apps and integrations, this messaging platform gives new meaning to the expression “slacking off”. Connect Slack with your favorite project management tools such as Clickup, Google Drive or Monday.com to help your team work more collaboratively. Then pair Slack with a time-saving productivity app like Uncanny Automator so you can start crossing items off of your to-do list. Or just download some trivia games for casual Fridays and test your team’s general knowledge. ![Slack Homepage Features](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-Vid-1.gif) For the first time, slacking off won’t cost you anything. The free version of Slack comes with 1:1 video conferencing, 90-day message history and up to ten integrations. Once your team grows, you can upgrade to a paid plan for as little as $7.95/month. [Click here](https://slack.com/pricing) for Slack’s full pricing schedule and make sure to [register for a FREE account](https://slack.com/get-started#/createnew) so that you can follow the steps in our guide for receiving Slack notifications for your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store. ### **What is Uncanny Automator?** [Uncanny Automator](https://automatorplugin.com/pricing/) is the #1 WordPress automation plugin—in other words, it’s the best way to have your WordPress website run itself. Seamlessly connect your most used apps and plugins to enhance your website’s functionality, boost your productivity and improve your workflows. ![Uncanny Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/CleanShot-2022-08-31-at-05.25.06@2x.png) Uncanny Automator works using combinations of triggers and actions called recipes. Depending on what you’re craving, you can cook up cost-saving recipes to do just about anything your WordPress business requires—or your imagination dreams up. Auto-register and tag new site members in your mailing lists, generate and distribute personalized [WooCommerce](https://automatorplugin.com/integration/woocommerce/) coupons or sync your website’s data to a third-party organizational tool like [Airtable](https://automatorplugin.com/integration/airtable/). It’s not every day that you get someone to work for free—except when you [download the FREE Automator plugin](https://wordpress.org/plugins/uncanny-automator/)! [Slack](https://automatorplugin.com/integration/slack/) is, however, one of Automator’s powerful premium integrations so, after downloading the plugin, don’t forget to register your account so that you can receive [250 complimentary app credits](https://automatorplugin.com/knowledge-base/what-are-credits/#:~:text=Credits%20are%20for%20free%20plugin%20users&text=When%20a%20new%20Automator%20user,webinar%2C%20it%20uses%201%20credit.). You can use some of these credits to follow this step-by-step guide then use the rest to try cooking up some Pro recipes of your own. ## **Connect Slack to WooCommerce with Automator** To receive [Slack](https://automatorplugin.com/integration/slack/) notifications for [WooCommerce](https://automatorplugin.com/integration/woocommerce/) transactions, you’ll first have to connect Slack to Automator. There are a couple ways to do this and both only require a few clicks. You can [click here](https://automatorplugin.com/knowledge-base/slack/) for a detailed guide on connecting Slack to Automator or you can find the abridged version below. **Method 1: Connect Through Automator Settings** 1. After downloading the Uncanny Automator plugin and registering your account, from your WordPress Admin Sidebar, navigate to *Automator* > *Settings* > *Premium Integrations*. 2. Click **Connect Slack Workspace**. 3. Select the Workspace you would like to connect to Automator (note that Automator can only connect to one Slack Workspace at a time). 4. Fill in the *Bot Setup* fields. 5. Start automating! **Method 2: Connect Through Automator Recipes** 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select either *Logged-in users* or *Everyone*. 2. In the *Triggers* panel, click **Add action** then click on **Slack** and follow the same steps from the previous method. Now that all of your ingredients—i.e., plugins—are prepped and ready, it’s time to start making some delicious, customer-service recipes. ## **Slack Notifications for Better Sales Funnels** Getting prospective customers smoothly through your sales funnel is the first step in delivering the best service possible. But sometimes, they just need a little extra nudge. With this recipe, you can notify your sales team if a customer has repeatedly expressed interest in an item but hasn’t made the leap to checkout quite yet. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Uncanny Automator Recipe Type Selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png) ### **Step 2: Name Your Recipe** It won’t be long before you have a whole ten-course dinner’s worth of recipes so it’s important to come up with a naming convention for your automation creations. We’ve named this recipe *WooCommerce-Slack: Sales Team* so that, at a glance, we know the integrations involved in and the recipient of the Slack message. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *WooCommerce*. ![Uncanny Automator Action Integration WooCommerce](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-4.png) From the drop-down list that appears, select *A user views a product*. ![Uncanny Automator WooCommerce Action A user views a product](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-5.png) Automator will then prompt you to select a product. Once you’ve selected the product from the drop-down list, you can modify the number of times the customer has to view the product before the recipe will trigger. We’ve selected “3”. Click **Save**. Your trigger should look like this: ![Uncanny Automator WooCommerce Action A user views a product 3 times](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-6.png) ### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** and select Slack. ![Uncanny Automator Trigger Integrations Slack](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-7.png) From the drop-down list that appears, select *Send a message to a channel* if you have created a channel for your sales team. Alternatively, you can send a message directly to a specific member of your team by selecting *Send a direct message to a Slack user*. ![Automator Slack Action Send a message to a channel](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-8.png) Automator will then prompt you to select the channel to which you would like to send your message. After that, you can draft the message using *tokens*—dynamic information pulled from your WordPress website—to be as detailed as you’d like. Click on the asterisk on the right-hand side of the *Message* field and customize your notification as you’d like. ![Automator Slack Action Message Editor](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-9.png) When you’re finished, your message can look something like this: ![Automator Slack Action Message Editor Example](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-10.png) Once you’ve drafted your message, click **Save**. Your action should look like this: ![Automator Slack Action Send a message to a channel Live](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-11.png) Once you upgrade to [Automator Pro](https://automatorplugin.com/pricing/), you can add a filter to this recipe so that it will only run if the user hasn’t yet purchased the product to save your sales team some time. Here’s what that would look like: ### **Step 5: Go Live!** You are almost ready to send Slack notifications to your sales team. All that’s left to do is toggle the recipe from *Draft* to *Live* and start upping your conversion rates! Your recipe should look like this: ![Automator WooCommerce Slack Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-12.png) ## **Slack Notifications for Customer Loyalty** Professional customer service doesn’t just end at the checkout counter—or, in this case, the checkout page. Now that your sales team is busy converting indecisive prospects into loyal customers, you’ll want to ensure that they stay loyal. If you’re using [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/), this recipe will help you with your customer retention program so that you never have to say goodbye to your favorite clients. ### **Step 1: Create and Name a New Recipe** Just as before, create a new recipe and give it a name that makes it easy to recognize at a glance. We’ve named this recipe *WooCommerce-Slack: Customer Retention*. ### **Step 2: Configure Your Trigger** Once again, select *WooCommerce* in the *Triggers* panel. From the drop-down list that appears, select *A user cancels a subscription to a product*. ![Automator WooCommerce Trigger A user cancels a subscription to a product](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-13.png) Automator will prompt you to select a subscription product. Once you’ve selected the product, click **Save**. Your trigger should look like this: ![Automator WooCommerce Trigger A user cancels a subscription to a product Live](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-14.png) ### **Step 3: Configure Your Action** Just as in the previous recipe, in the *Actions* panel, click **Add action** and select Slack. From the drop-down list that appears, select the channel you’ve created for your retention team or the team member responsible. Use tokens to provide your message recipient(s) with the information they need to regain your customer’s business. Your message might look something like this: ![Automator Slack Message Editor](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-15.png) After you’ve formatted your message, click **Save**. ### **Step 4: Keep Your Customers!** Once your team gets the timely information they need, you’ll never have to say any painful goodbyes to your customers. All you have to do now is toggle your recipe from *Draft* to *Live* so you can keep your customers! ![Automator WooCommerce Slack Customer Retention Recipe](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-16.png) ## **Slack Notifications for the VIPs** With customer service this good, it won’t be long before your customers start spending the big bucks. When they do, this recipe will help you roll out the red carpet so you can give your highest-paying customers the attention they deserve. ### **Step 1: Create and Name Your Recipe** Just as before, create a new recipe and give it an easily recognizable name. We’ve named this recipe *WooCommerce-Slack: VIP Customers*. ### **Step 2: Configure Your Trigger** Automator gives you the flexibility to define VIP any which way you’d like. Perhaps you want to recognize the customers who purchase large quantities. Maybe you’d like to extend your best service to the customers who spend large sums of money. Automator lets you decide what VIP means. In the *Triggers* panel, select *WooCommerce*. ![Automator WooCommerce Triggers](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-17.png) We’ve chosen to define VIP by the amount of money spent by selecting *A user completes, pays for, lands on a thank you page for an order with a total greater than, less than or equal to a specific amount*. Here’s what VIP means in our example: ![Automator WooCommerce Trigger Live](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-18.png) Once you decide to upgrade to [Automator Pro](https://automatorplugin.com/pricing/), you can get the VIP treatment yourself. Click **Add another trigger** in any recipe to give yourself greater control over and flexibility for your workflows. With multiple triggers, VIP could mean absolutely anything you want! ### **Step 3: Configure Your Action** Add an action and draft your message just as we did in previous examples. Here’s what our action looks like: ![Automator Slack Message Editor with Tokens](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-19.png) Click **Save**. ### **Step 4: Roll Out the Recipe—and the Red Carpet** Toggle your recipe from *Draft* to *Live* and watch your customers line-up for their chance to strut down your red carpet. Your recipe should look like this: ![Automator WooCommerce Slack Recipe for VIP Customers](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-20.png) ## **Keep Automating So You Can Slack Off** Now that you’ve gotten the hang of cooking up recipes in the [Automator](https://automatorplugin.com/pricing/) kitchen, it’s time to come up with some new flavors of your own. As a reseller or distributor, use Automator to send [Slack](https://automatorplugin.com/integration/slack/) notifications to your suppliers when a customer leaves their product a rave review. Then send it to your marketing team on Slack so they can decide whether to share it on social media. What are some of the ways that you would like to improve your customer service? Let us know in the comments section below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [How to Automate LearnPress: Beginner's Guide](https://automatorplugin.com/how-to-automate-learnpress/) **Published:** October 26, 2021 **Author:** Sandipan **Content:** Are you wondering how to automate LearnPress tasks? Your search ends here. [LearnPress](https://automatorplugin.com/integration/learnpress/) is a free LMS (Learning Management System) plugin for WordPress. It allows you to create and sell online courses easily. It also provides some useful paid addons to take your LearnPress site to the next level. In this article, we’ll show you how to automate LearnPress tasks with the help of an example. We’ll also share some use cases on how you can use the power of automation and run your LearnPress site on autopilot. ## How to Automate LearnPress: Step by Step [LearnPress](https://thimpress.com/learnpress/) is a popular LMS plugin for creating courses on your WordPress site for free. You can easily add lessons, questions, and quizzes to make your courses interactive for your students. With the help of free and premium addons, you can offer certificates to your students, add assignments to your courses, use gamification techniques, and more. You can also use addons to integrate LearnPress to popular plugins like bbPress, BuddyPress, WooCommerce, Paid Membership Pro, myCred, and more. Although LearnPress can integrate with some popular plugins (with the help of addons), there’s a lot of plugins it doesn’t connect to. That is where [Uncanny Automator](https://automatorplugin.com/) can prove to be handy. It can easily connect to [75+ WordPress plugins and third-party web apps](https://automatorplugin.com/integrations/) to automate important tasks on your LearnPress site. For those you don’t know, Uncanny Automator is a powerful no-code automation plugin for WordPress. You can use it to connect your WordPress plugins, WordPress sites, and popular web apps. And it comes with a [free version](https://wordpress.org/plugins/uncanny-automator/) and a [premium version](https://automatorplugin.com/). With that said, let’s get started with the step-by-step tutorial on how to automate LearnPress tasks with the help of an example – **sending a congratulatory email to a user automatically when they complete a course**. You can follow this tutorial using the free version of the plugin. But some of the use cases mentioned in this article will work only if you’re using [Uncanny Automator Pro](https://automatorplugin.com/pricing/). **Note**: We are assuming that you’ve already installed the Uncanny Automator plugin. If you’re using (or planning to use) Uncanny Automator Pro, you should install both the free and the premium versions on your WordPress site. ### Step 1: Create a Recipe To automate any task on your LearnPress site, you’ll have to [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) using the Uncanny Automator plugin. Wait! What is a recipe? A recipe tells your WordPress site that “if something happens ([trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)), then do something ([action](https://automatorplugin.com/knowledge-base/managing-actions/))”. To get started, you need to head over to **Automator** -> **Add New** from the left sidebar of your WordPress admin panel. This will open a new page and will ask you to select the [recipe type](https://automatorplugin.com/knowledge-base/creating-a-recipe/). Here you need to choose **Logged-in users** and then click on the **Confirm** button. [![select recipe type logged-in users](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png) Let’s understand why we selected Logged-in users (and not Everyone). The idea behind this recipe is to send an email to a user when they complete a course. And a user needs a WordPress account for completing a LearnPress course. So we’re telling Uncanny Automator that only logged-in users can trigger our recipe. Next, you need to add a recipe title in the **Add title** textbox. The recipe name is just for your reference and can be anything you like. Let’s name our recipe – **sending a congratulatory email to a user**. ### Step 2: Create a Trigger It’s time to create the trigger for our recipe. Here we want “a user completes a LearnPress course” as the trigger. Hence, you need to choose **LearnPress** under **Select an integration**. [![select learnpress as the trigger](https://automatorplugin.com/wp-content/uploads/2021/10/select-learnpress-as-trigger.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-learnpress-as-trigger.png) Next, you’ll see a list of LearnPress trigger options. Go ahead and select the trigger option that says – “A user completes a course”. [![select a trigger option](https://automatorplugin.com/wp-content/uploads/2021/10/select-a-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-a-trigger-option.png) Uncanny Automator will now ask you to select a course from the **Course** dropdown. If you select the **Any course** option, Uncanny Automator will send an email to your students when they complete any course on your LearnPress site. You can also select a specific course from the available options. For the sake of this tutorial, let’s choose a specific course as our trigger. [![choose a learnpress course](https://automatorplugin.com/wp-content/uploads/2021/10/choose-a-learnpress-course.png)](https://automatorplugin.com/wp-content/uploads/2021/10/choose-a-learnpress-course.png) Once done, you need to click on **Save** to make your trigger live. [![make your trigger live](https://automatorplugin.com/wp-content/uploads/2021/10/make-your-trigger-live.png)](https://automatorplugin.com/wp-content/uploads/2021/10/make-your-trigger-live.png) ### Step 3: Create an Action Let’s set up our action now. First, you’ll have to click on the **Add action** button to get started. You’ll now see a list of WordPress plugins and web apps. Here you should choose **WordPress** under **Select an integration** since we want to send a congratulations email to the user. [![select wordpress as the action](https://automatorplugin.com/wp-content/uploads/2021/10/select-wordpress-as-the-action.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-wordpress-as-the-action.png) In case you don’t know, WordPress has a wp\_mail function that allows us to send emails from our website. And we can find standard WordPress functions in the [WordPress](https://automatorplugin.com/integration/wordpress-core/) integration. Hence, we selected WordPress from the list of integrations. Now, Uncanny Automator will provide a list of options. Here you need to choose (or use the search box to find) the option that says – “Send an email”. [![select send an email as the action](https://automatorplugin.com/wp-content/uploads/2021/10/select-send-an-email-as-the-action.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-send-an-email-as-the-action.png) Clicking on the “Send an email” option will open a number of fields. Now, Uncanny Automator allows you to add static text, tokens, or both to the action fields. Wondering what **tokens** are? They are variables that can retrieve personal details and other values from the WordPress database. And if a particular field has an Asterisk icon, then you can add token(s) to that field. Let’s configure the important fields now. The **From** and the **From name** fields will be pre-filled with dynamic tokens. So let’s set up the **To** field. Here you need to click on the Asterisk icon and search for the **user email** token. Click on that token to add it to the **To** field. [![set up email fields](https://automatorplugin.com/wp-content/uploads/2021/10/set-up-email-fields.png)](https://automatorplugin.com/wp-content/uploads/2021/10/set-up-email-fields.png) Next, you need to configure the **Subject** and **Message** fields. To send personalized emails, you can use static texts and dynamic tokens in both the fields. For example, you can write a static text like *Congratulations* and then add a dynamic token like the **User first name** to the Subject field. [![adding static text and dynamic tokens to the subject field](https://automatorplugin.com/wp-content/uploads/2021/10/adding-static-text-and-dynamic-tokens-to-the-subject-field.png)](https://automatorplugin.com/wp-content/uploads/2021/10/adding-static-text-and-dynamic-tokens-to-the-subject-field.png) Similarly, you can add dynamic tokens like **Course title** and **User first name**, along with static text, to the Message text box. [![set up subject and message fields](https://automatorplugin.com/wp-content/uploads/2021/10/set-up-subject-and-message-fields.png)](https://automatorplugin.com/wp-content/uploads/2021/10/set-up-subject-and-message-fields.png) Finally, you should click on the **Save** button to make the action live. [![make your action live](https://automatorplugin.com/wp-content/uploads/2021/10/make-your-action-live.png)](https://automatorplugin.com/wp-content/uploads/2021/10/make-your-action-live.png) ### Step 4: Publish Your Recipe It’s time to publish our recipe. To do that, you need to use the toggle option in the **Recipe** box and change it from **Draft** to **Live**. [![sending a congratulatory email to a user recipe](https://automatorplugin.com/wp-content/uploads/2021/10/sending-a-congratulatory-email-to-a-user-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/sending-a-congratulatory-email-to-a-user-recipe.png) That’s it! Your recipe is live now. From now on, whenever someone completes the course, Uncanny Automator will automatically send an email to that person. ## Use Cases to Automate Your LearnPress Tasks In the previous section, you learned how to connect [LearnPress](https://automatorplugin.com/integration/learnpress/) to your WordPress site and automatically send an email to a student. However, the above tutorial was just a starting point. You can also connect LearnPress to popular WordPress plugins and third-party web apps to run your eLearning site on autopilot. Let’s share some use cases to automate important tasks on your eLearning site: ### 1. Enroll Students in a Course Automatically Adding a course enrollment form on your eLearning site can help your students to join the course they like. And Uncanny Automator can help you to automate the entire process. First, you’ll have to create a course enrollment form using [WPForms](https://automatorplugin.com/integration/wp-forms/), [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/), or[ Formidable Forms](https://automatorplugin.com/integration/formidable-forms/). Next, you’ll have to create a recipe to connect the form to LearnPress. That’s it! Whenever a user submits the form, he/she will be enrolled in the course automatically. [![form to learnpress recipe](https://automatorplugin.com/wp-content/uploads/2021/10/form-to-learnpress-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/form-to-learnpress-recipe.png) You can also add multiple actions using Uncanny Automator. For example, you can add a tag to the user in your CRM, or get notifications on [Slack](https://automatorplugin.com/integration/slack/) when someone joins a course. ### 2. Create Personalized Learning Experience Uncanny Automator can help you to provide a personalized learning experience for your students. This can easily improve student satisfaction on your eLearning site. For example, you can send an onboarding email to your students when they join a course. Or, you can email your students with suggested learning activities. You can even add new users to a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) study group. [![learnpress to buddyboss recipe](https://automatorplugin.com/wp-content/uploads/2021/10/learnpress-to-buddyboss-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/learnpress-to-buddyboss-recipe.png) You can also add game-like elements (awarding badges or points) to your LearnPress site by connecting it to plugins like [myCred](https://automatorplugin.com/integration/mycred/), [BadgeOS](https://automatorplugin.com/integration/badgeos/), or [GamiPress](https://automatorplugin.com/integration/gamipress/). And then, you can award a badge to users for completing a lesson or course and celebrate learner accomplishments. ### 3. Popup a Discount Offer Want to use popups to show a discount offer to your students? Well, you can use the [Elementor Pro](https://automatorplugin.com/integration/elementor/) plugin to display popups to the users automatically when a particular condition is triggered. For example, you can create a discount offer popup using the drag and drop interface of Elementor and display it to students after they complete any course. And students can use that coupon for purchasing their next course. This will help you to upsell your students and increase your business revenue. [![learnpress to elementor popup recipe](https://automatorplugin.com/wp-content/uploads/2021/10/learnpress-to-elementor-popup-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/learnpress-to-elementor-popup-recipe.png) ### 4. Send Data to Google Sheets The Uncanny Automator plugin makes it really easy to connect your LearnPress site to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) and send important data to a sheet. For example, whenever a user is enrolled in a course, you can pass data like user name, user email, the course title, course URL, enrollment date, and more to Google Sheets. Thus, you can easily keep track of everything on Google Sheets. To get started, you’ll have to first [connect Uncanny Automator to your Google Sheets account](https://automatorplugin.com/knowledge-base/google-sheets/). Next, you need to create a new recipe with “a user is enrolled in a course” as the LearnPress trigger and “create a row in Google Sheets” as the action. [![learnpress to google sheets recipe](https://automatorplugin.com/wp-content/uploads/2021/10/learnpress-to-google-sheets-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/learnpress-to-google-sheets-recipe.png) ### Get Started with Automation Today As you can see, Uncanny Automator can help you to automate important tasks on your LearnPress site. All you have to do is create a recipe to connect LearnPress to core WordPress, plugins, or third-party web apps to automate the process. You can use the free version of Uncanny Automator to create most of the LearnPress recipes. Also, it offers [250 free app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to connect your LearnPress site to popular web apps like [Google Sheets](https://automatorplugin.com/integration/google-sheets/), [Facebook](https://automatorplugin.com/integration/facebook/), [Twitter](https://automatorplugin.com/integration/twitter/), [MailChimp](https://automatorplugin.com/integration/mailchimp/), and [Slack](https://automatorplugin.com/integration/slack/). Once you use up the free credits, you can [upgrade to the premium version](https://automatorplugin.com/pricing/) of the plugin for unlimited usage of the app integrations. Also, Uncanny Automator Pro comes with [all the available triggers and actions](https://automatorplugin.com/all-triggers-and-actions/) for your eLearning site. Are you using a different LMS plugin on your WordPress site? Uncanny Automator also offers triggers and actions for popular LMS plugins like [LearnDash](https://automatorplugin.com/integration/learndash/), [LifterLMS](https://automatorplugin.com/integration/lifterlms/), [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/), and more. Have any questions on how to automate LearnPress tasks? Please feel free to comment below! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Use Cases --- ### [Automator 4.11: Generate WordPress images with OpenAI](https://automatorplugin.com/automator-4-11-generate-wordpress-images-with-openai/) **Published:** March 2, 2023 **Author:** Ryan Moore **Content:** Okay, it’s only been 2 weeks since our [last major release](https://automatorplugin.com/new-integrations-openai-trello-clickup-wholesale-suite/), but some exciting developments over the last few days inspired us to get a new update out. [Uncanny Automator 4.11](https://wordpress.org/plugins/uncanny-automator/) is a smaller one for us, but it has something *very* cool: support for generating images with [OpenAI](https://automatorplugin.com/integration/openai/)‘s DALL-E. If you’re not familiar with [DALL-E](https://openai.com/product/dall-e-2), it’s AI system that can create realistic images and art based on a natural language prompt. ### Introducing DALL-E support In the [Automator 4.10 release](https://automatorplugin.com/new-integrations-openai-trello-clickup-wholesale-suite/) 2 weeks ago we added [OpenAI](https://automatorplugin.com/integration/openai/) support to generate new text content from a prompt. With it, you could easily publish AI-generated blog posts, send email summaries, reply to user questions with comments (or even via an Automator chatbot) and much, much more. Missing from all this artificial intelligence though was support for images–but not just generic image support, we wanted to make it easy to generate featured images and bring media directly into your WordPress media library. (Did we mention this is all in our free release of Uncanny Automator?) Check out this example for a site with a listing of recipes (where recipes are custom post types): [![Create a recipe with OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/Create-a-recipe-with-OpenAI-1024x744.png)](https://automatorplugin.com/wp-content/uploads/2023/02/Create-a-recipe-with-OpenAI.png)What’s happening in the recipe example is that a user submits a form with 2 fields: a text prompt and an image prompt. The text prompt tells OpenAI to generate a recipe for that dish. The image prompt tells OpenAI to generate an image of the food item that will be used as the featured image for the post. And then the 3rd action in the recipe creates a new post that includes the AI-generated recipe and its associated image. It’s entirely automatic. The new OpenAI action to generate an image simply requires 2 things: a prompt and an image size. [![Use a prompt to generate an image](https://automatorplugin.com/wp-content/uploads/2023/02/Use-a-prompt-to-generate-an-image-1024x662.png)](https://automatorplugin.com/wp-content/uploads/2023/02/Use-a-prompt-to-generate-an-image.png)Any actions that follow this action will have action tokens available to use data from the image generation. Need the media library ID, URL or even the OpenAI image URL? No problem, they’re all available as tokens. Here’s how we use one of those action tokens to set the featured image of our new post to use the AI image we created: [![Featured Image URL](https://automatorplugin.com/wp-content/uploads/2023/02/Featured-Image-URL-1024x198.png)](https://automatorplugin.com/wp-content/uploads/2023/02/Featured-Image-URL.png) And, unlike some OpenAI image generation options out there, we take care of adding it to the media library–there’s no hotlinking involved. [Uncanny Automator 4.11](https://wordpress.org/plugins/uncanny-automator/) also includes some changes to better handle empty OpenAI responses. We saw from a few customers that if OpenAI couldn’t understand or reply to a prompt, it would return a blank value but flag it as successful. There is now messaging for users so it’s more clear if there was an error or OpenAI did intentionally return a blank response. If that happens, review your prompt and perhaps test it on [ChatGPT](https://chat.openai.com/) so you can adjust it accordingly. ### And one more thing… The “Send an email” action can now use an optional reply-to address to direct emails replies to a different address than the sender. We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator 3.1: Breakthrough no-code automations](https://automatorplugin.com/uncanny-automator-3-1-breakthrough-no-code-automations/) **Published:** July 28, 2021 **Author:** Ryan Moore **Content:** Trying to explain everything that’s new with Uncanny Automator 3.1 in a short title is impossible. It’s a huge release that has something for everyone, especially users of our free plugin. It’s far more than a release with new integration, it rethinks the types of recipes that can be run, and it completely opens up options for users of the free version. ## Anonymous is out, Everyone is in The concept of “anonymous” recipes was always a confusing one in Uncanny Automator. Would anonymous recipes run for logged in users? If they were anonymous, why did they still have to have an associated user? Behind the scenes for developers it all made sense, and we could keep all of the anonymous code in the Pro add-on. But for practical use, we confused people. [![Recipes for everyone](https://automatorplugin.com/wp-content/uploads/2021/07/Uncanny_Automator_Recipes_for_Everyone.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Uncanny_Automator_Recipes_for_Everyone.png) That’s why, starting in 3.1, we’re replacing the concept of “anonymous” users with the idea that there are [recipes that can run for everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/): logged in users as well as logged out users. “But wait”, you’re probably thinking. “Anonymous recipes are a Pro feature, and this announcement is about the Free version.” Well, with today’s release, users of the free plugin now get access to *some* triggers that anyone can run, even signed out users. But there’s more… ## Userless recipes are here Along with recipes that “everyone” can run, we’re making a big change that allows some recipes to run without an associated WordPress user. We’ve heard from countless users frustrated by that limitation in Automator; even working around it by routing data through a fake user, it was confusing. By default, all “Everyone” recipes are now [userless](https://automatorplugin.com/knowledge-base/anonymous-recipes/) until an action is added that needs user data. Don’t worry, we’ll let you know when we need user data! If you choose an action with the “needs user data” label, we’ll pop up a user selector automatically. [![Actions that need user data](https://automatorplugin.com/wp-content/uploads/2021/07/Automator_actions_need_user_data.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Automator_actions_need_user_data.png) Existing Pro users, you’ll notice that this is a very different workflow; instead of always doing user selection after trigger selection, now it’s done only if an action that requires user data is added to the recipe. If you’re just sending data to a webhook, you can now skip the process of user selection/creation entirely. Why all of these changes, and why in the free release? We realized that Uncanny Automator’s value was pretty limited on sites that didn’t support ecommerce, elearning and/or membership functions. Moreover, users of the free plugin needed more value and a better demonstration of what Automator could do before investing in the Pro version. ## Try out App integrations This emphasis on ease of use in the free version now also extends to a brand new system to try out our app (API-based) integrations. That’s right, free plugin users can try out [Slack](https://automatorplugin.com/knowledge-base/slack/), [Mailchimp](https://automatorplugin.com/knowledge-base/mailchimp/), [Google Sheets](https://automatorplugin.com/knowledge-base/google-sheets/) and more in the 3.1 release, and we’ll be adding more of the API-based integrations to try out soon. What’s the catch? We limit the number of times you can pass data to these integrations to 250, which should be plenty to realize the value offered by [Uncanny Automator Pro](https://automatorplugin.com/pricing/). To set things up, we do also require an email address to set up a free Uncanny Automator account on our site. ## New form triggers in the free version You’re probably sensing a trend in adding more value to users of the free plugin, so here’s a big one: For all of the form integrations we support, we’re moving the former “anonymous” form submission triggers to the free version. There are no limits to usage here, if you use [WPForms](https://automatorplugin.com/integration/wp-forms/), [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/), [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/), [Contact Form 7](https://automatorplugin.com/integration/contact-form-7/), [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/) and more, you can trigger recipes based on form submission even for users that are logged out. ## New integrations: Facebook and Instagram! In a break from talking about all the new core features, we have 2 huge new integrations to announce: [Facebook](https://automatorplugin.com/integration/facebook/) and [Instagram](https://automatorplugin.com/integration/instagram/). That’s right, now you can publish posts, photos and links right from inside WordPress! (Did we just replace the need for a bunch of plugins that automatically post to social networks? Maybe…) Here are the new actions for [Facebook ](https://automatorplugin.com/knowledge-base/facebook/)in Automator 3.1: - Publish a post to a Facebook page - Share a link with a message to a Facebook page - Share a photo to a Facebook page [![Post from WordPress to Facebook](https://automatorplugin.com/wp-content/uploads/2021/07/New_Facebook_actions_in_Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/07/New_Facebook_actions_in_Automator.png) And here’s what’s new in [Instagram](https://automatorplugin.com/knowledge-base/instagram/): - Publish a photo to an Instragram Business account Yes, that is one catch with Instagram; due to limitations in the Facebook API you can post to a Business account only. While we’re talking about social media, in 3.1 we added the ability for the [Twitter](https://automatorplugin.com/knowledge-base/twitter/) post action to include an image in the Tweet. And don’t forget about our support for [delayed and scheduled actions](https://automatorplugin.com/knowledge-base/scheduled-actions/) for Pro users! So, if you want, you can automatically have new posts reshared with different text and images in future, all automatically. The new Facebook and Instagram app integrations are for Pro users, but free users can try them out with some of their 250 free app credits. ## New dashboard To make onboarding easier for new users, there’s a brand new Dashboard page that links to key resources. We hope this helps new users find what they need quickly, and it also includes a way for users of the free plugin to track their usage of app integrations. That will help them plan when they need to upgrade to Pro (if they do). [![Uncanny Automator Dashboard](https://automatorplugin.com/wp-content/uploads/2021/07/Automator-Dashboard.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Automator-Dashboard.png) ## Improvements behind the scenes Uncanny Automator 3.1 is mostly about core changes over new integrations, but they’re really important improvements that will benefit all plugin users. This update also adds new support for object caching and Redis. Support for PHP 8 is improved, but for now we still recommend staying on PHP 7.4 until our 3.2 releases. That’s it for the highlights of the 3.1 update. For full details, don’t forget to check out ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [Build Customer Loyalty with WooCommerce Store Credit](https://automatorplugin.com/build-customer-loyalty-with-woocommerce-store-credit/) **Published:** August 10, 2022 **Author:** Brendan Da Costa **Content:** Part of having a successful WooCommerce store is having a loyal and supportive customer base that you can rely on and grow from. But building that strong relationship with your customers takes time—and the right tools. Store credit gives businesses the ability to run powerful promotions to attract new customers and creates incentives for them to keep coming back. With [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you can easily incorporate store credit into your existing workflows and create brand new ones—all for free! Let’s find out how you can build brand loyalty with [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) and [Automator](https://wordpress.org/plugins/uncanny-automator/). ## **How Store Credit Builds Customer Loyalty** There are tons of ways for businesses to build brand loyalty. Coupons, points programs and membership discounts are just the tip of the iceberg. With so many options, you may be wondering how and when to use store credit as opposed to, say, gift cards. While there are no hard and fast rules on how, when and why to use store credit, there are some tried and true methods that build loyalty. - ### **Attract New Forever-Customers** Handing out coupons to prospective and loyal customers is a great way to get new and repeat sales—who doesn’t love a good deal! But nothing says, “Shop with us today,” quite like telling your customers that they already have credit to spend in your store. It’s like a signing bonus for your customers—but without the work! - ### **Keep Your Cash** Store credit is also a great way to conduct returns without losing out on a sale—or having to swallow additional transaction fees. By offering store credit instead of cold cash, you gain another opportunity to wow your customers and win over their loyalty. And customers love receiving store credit as a way to explore more of what your business has to offer. - ### **A Winning Loyalty Program** Loyalty programs that offer your customers points create clear incentives for repeat purchases. But keeping track of point-to-cash ratios is a chore all on its own. Not to mention the disappointment that customers feel when they learn that their 200,000 point balance only translates to $2.00. With store credit, you can create a loyalty program that will have you and your customers seeing dollar signs—literally! - ### **Keep the Faith** Trust is a requirement for any relationship—especially a business one. [According to American Express](https://www.americanexpress.com/en-us/business/trends-and-insights/articles/7-reasons-your-customers-dont-trust-you/), one of the primary reasons that customers lose trust in a business is because they take too long to process refunds and exchanges. Store credit cuts out the middle-man so that you can offer your customers a speedy solution and keep the trust you worked so hard to earn. - ### **Loyalty is a Two-Way Street** It happens all the time: a customer happily makes a purchase and then, just a day later, the price drops! Or, perhaps, they missed out on a sale altogether because they heard the good word too late. When your customers complain to you about missing out on a sale, you can offer them store credit in the amount of the difference to prove your loyalty to them. However you choose to use store credit, there’s no doubt that it can help you build a loyal customer base and boost your bottom line. But once you’ve decided to offer store credit, you’ll have to find a tool powerful enough to help you implement and manage it—and we know just the one! ## **An Introduction to Advanced Coupons** [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) is the highest-rated and most popular coupon plugin for [WooCommerce](https://automatorplugin.com/integration/woocommerce/). If you’re a [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store owner already or thinking of opening your very own internet emporium, use [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) to create powerful promotions to attract new customers and build brand loyalty. ![Advanced Coupons Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-1.png) Powerful core features such as BOGO deals, cart conditions and store credit are all included in the free version of [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) so you don’t have to spend a dime to take your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store to the next level. [Click here](https://advancedcouponsplugin.com/free-woocommerce-coupon-plugin/) to download the free version of Advanced Coupons. ## **An Introduction to Uncanny Automator** Once you’ve installed and activated the free version of [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/), all that’s left for you to do is to integrate store credit into your workflows. By pairing Advanced Coupons with Uncanny Automator, you can create a promotional powerhouse for your WooCommerce store to drive sales and build loyalty. ![Uncanny Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-2.png) [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is the #1 WordPress automation plugin. Seamlessly integrate your various WordPress plugins and apps with a series of triggers and actions called [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/). Automate your workflows and save yourself time—and money—all without the use of a single line of code. [Automator](https://wordpress.org/plugins/uncanny-automator/) offers a free version that is more than powerful enough for you to incorporate your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store credits into meaningful workflows that build brand loyalty. And, speaking of credits, when you sign-up with Automator as a free user, you’ll receive [250 app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) so you can try out some powerful app integrations. When you’re ready, upgrade to [Automator Pro](https://automatorplugin.com/pricing/) for unlimited credits. [Click here](https://wordpress.org/plugins/uncanny-automator/) to download the free version of Uncanny Automator. ## **How to Build Loyalty with Advanced Coupons and Automator** Now that you’re all set up with the free versions of [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), it’s time to put your store credit to good use. With the following two recipes, you can start to integrate store credit into your workflows to boost brand loyalty and encourage your customers to keep coming back. ### **Recipe 1: Store Credit Notifications** It’s not enough to simply tell your customers that you offer store credit. You’ll want to keep them informed on their credit balance, how they can earn more and, most importantly, how they can spend it. In this example, we’ll show you how to inform your customers about your new offering to get them up-to-speed and spending! #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) #### **Step 2: Name Your Recipe** With recipes like these, your WooCommerce store is about to take off—and that means you’ll be creating dozens more recipes. We recommend coming up with a naming convention so that you can easily recognize recipes at a glance. One naming convention is to include the integrations used in and the purpose for the recipe. Applying that convention, we’ll name this recipe *AdvancedCoupons-WordPress: Notification*. #### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *Advanced Coupons*. ![Automator Trigger Menu Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-4.png) From the drop-down list that appears, select *A user receives greater than, less than, or equal to a specific amount of store credit*. ![Automator Trigger Advanced Coupons Drop-Down List](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-5.png) In the *Condition* field, select *greater or equal to*. In the *Amount* field, input “1” or whatever minimum threshold at which you would like to start notifying your customers about their store credit balance. When you’re finished, click **Save**. Your trigger should look like this: ![Automator Trigger Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-6.png) #### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** and select *WordPress*. ![Automator Actions Menu WordPress](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-7.png) From the drop-down list that appears, select *Send an email*. ![Automator Actions WordPress Drop-Down List](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-8.png) Automator will present you with an email editor. In the *To* field, select *User email*. ![Automator Action WordPress Email Editor](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-9.png) The *Body* field is where you get to use your creativity and brand your message to get your users excited about store credit. You can use *tokens*, i.e., data stored within your website and/or recipe, to tell your users exactly how much store credit they have, products and services they can spend it on and further personalize their message. ![Automator Action WordPress Email Editor Body](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-10.png) Once you’re finished writing and designing your email, click **Save**. Your action should look like this: ![Automator Actions WordPress Send an Email to User Email](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-11.png) #### **Step 5: Configure Your Recipe Then Go Live!** The recipe trigger that we set will cause this recipe to run every time a user receives store credit. But if you want to ensure that it only runs the first time that a user receives credit, you can configure this too. In the upper right-hand corner, in the *Recipe* panel, click **Edit** next to *Times per user: Unlimited* and type “1” in the field that appears then click **Save**. ![Automator Recipe Editor Times per User](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-12.png) Everything is all set. All that’s left for you to do is to toggle your recipe from *Draft* to *Live* and watch your customer loyalty go through the roof! Your recipe should look something like this: ![Automator Advanced Coupons WordPress Notification Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-13.png) ### **Recipe 1: Continued** Now that you know how to notify your customers when they receive store credit for the first time, why not keep them up-to-date on their store credit balance? Create a pair of recipes that automatically notify your customers any time there’s a change to their balance via SMS, with [Twilio](https://automatorplugin.com/integration/twilio/) or send them a direct message with [Slack](https://automatorplugin.com/integration/slack/). If you decide to use [Twilio](https://automatorplugin.com/integration/twilio/) to send direct SMS messages, your first recipe should look this: ![Automator Advanced Coupons Twilio Credit Balance Up Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-14.png) The second recipe should look very similar but with a different trigger. Note that both recipes are set to run an unlimited number of times per user so they can keep an eye on their store credit balance. ![Automator Advanced Coupons Twilio Credit Balance Down Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-15.png) When you’re ready to upgrade to [Automator Pro](https://automatorplugin.com/pricing/), you can replace these recipes with one recipe that has multiple triggers to further streamline your workflows. You can even make use of Automator’s *Filter* and *Delay* features to create an email drip campaign for users with a persistently high store credit balance! ![Automator Actions Filter and Delay Features](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-16.png) ### **Recipe 2: Offer Store Credit as a Signing Bonus** With your store credit system up and running, you can start to use it as a way to attract new forever-customers. With [Uncanny Automator Pro](https://automatorplugin.com/pricing/), [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) and [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/), you can entice prospective customers to buy or renew membership access to your site by offering them free store credit. Then, create an added sense of urgency around your promotion by only extending the offer to the first 50 customers who sign up! In this recipe, we’ll show you how to create this offer to grow a loyal subscriber base. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automator Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) #### **Step 2: Name Your Recipe** We’re going to use the same naming convention for this recipe as we did with the first—i.e., use the names of the integrations followed by the purpose of the recipe. With that convention, we’ve named this recipe *WooCommerce-AdvancedCoupons: Store Credit Promotion*. #### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *WooCommerce*. ![Automator Trigger Selector WooCommerce](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-9.png) From the drop-down list that appears, select *A user subscribes to a product* then select your membership product. When you’re finished, your trigger should look something like this: ![Automator Triggers WooCommerce A user subscribes to a product](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-19.png) If you want to allow your existing members to take advantage of the promotion as well, click **Add another trigger**, select *WooCommerce* then *A user renews a subscription to a product*. With the second trigger, your *Triggers* panel should look like this: ![Automator Triggers WooCommerce Multiple Triggers](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-20.png) #### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** then select *Advanced Coupons*. ![Automator Actions Menu Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-21.png) From the drop-down list that appears, select *Add a specific amount of store credit to the user’s account*. ![Automator Actions Advanced Coupons Drop-Down List](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-22.png) Type the amount of store credit you’d like to offer during the promotion into the *Store credit amount* field then click **Save**. Your action should look something like this: ![Automator Actions Advanced Coupons Add 10 store credit to the user's account](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-23.png) #### **Step 5: Configure Your Recipe Then Go Live!** With your trigger and action all set up, all you have to do is set some parameters for your recipe. As exciting as it is to offer store credit, you don’t want to give away the whole farm! You’ll want to ensure that your users can only take advantage of your promotion once—otherwise, they could rack up an unlimited amount of store credit! In the *Recipe* panel in the upper right-hand corner, click **Edit** next to *Times per user: Unlimited* and type “1” in the field that appears. ![Automator Recipe Editor Times per user](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-24.png) If you want to dial up the excitement around your promotional campaign, limit the number of times that the recipe will run so that only the first 50 users to buy or renew their membership will receive the store credit. Click **Edit** next to *Total times: Unlimited* and type “50” into the field that appears. Toggle your recipe from *Draft* to *Live* and watch your memberships soar! When you’re all finished, your recipe should look something like this: ![Automator WooCommerce Advanced Coupons Store Credit Promotion Recipe](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Image-25.png) Turning down a deal like this would be like walking past a $10 bill on the sidewalk! ## **Continue Automating** We’ve given you just a few ideas of how easy it is to create strong relationships with your customers using store credit. Now that you’re an automating machine, the only limit will be your imagination! Continue creating recipes with [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) and [your favorite plugins](https://automatorplugin.com/integrations/) to save yourself time. How would you like to use store credit in your WooCommerce business? What are some of the automations that you would like to see? Let us know in the comments below. Happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Three Easy Automations to Grow Your WordPress Business](https://automatorplugin.com/three-easy-automations-to-grow-your-wordpress-business/) **Published:** August 4, 2022 **Author:** Brendan Da Costa **Content:** Growing your WordPress business can feel like trying to push a rock up a hill—a very big rock, up a very steep hill. But, with Uncanny Automator, you can lighten the load by automating your workflows. With these three automations, you can roll out the red carpet for your new members, go viral on social media and celebrate your successes with your team (from a beach somewhere warm and sunny, preferably). The best part is, all three of these automations are code and cost FREE. ## **An Introduction to Uncanny Automator** [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) will be the one pushing that proverbial rock up the hill for you, so it’s good to get to know a little about it first. As the #1 WordPress automator, Uncanny can help you connect your various plugins and apps, eliminate the need for expensive development and replace cumbersome tools. ![Uncanny Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-1.png) Automator works using [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/), combinations of triggers and actions that connect your plugins and apps and automate your workflows between them. Getting started with Uncanny Automator is totally free—you don’t even need to sign up with a credit card. And, before you commit to a [paid plan](https://automatorplugin.com/pricing/), Automator will give [250 free app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) so you can try out some app integrations. With Automator, you’ll be integrating your way to a bigger, better WordPress business. ## **Easy Automation #1: On-board New Members** Nothing says, “Welcome!” to a new subscriber quite like a personalized greeting—or a whole bunch of them! In this automation, we’ll show you how you can roll out the red carpet (albeit a virtual one) for your newest members using [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) and [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/). ### **Introduction to Ultimate Member** [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) is a powerful WordPress membership plugin—so why not pair it with the #1 WordPress automation plugin! With Ultimate Member, WordPress users can easily register, manage and engage with their site members. Create custom forms and restrict content and build user profiles that tell your members’ stories. ![Ultimate Member WordPress Plugin](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-2.png) Ultimate Member is free for everyone to get started and economical whenever you’re ready to upgrade. Paid plans allow you to take advantage of premium extensions such as user tags, social logins and member groups. [Click here](https://automatorplugin.com/integration/ultimate-member/) to download the free Ultimate Member plugin so you can follow the recipe and welcome your new members in style. ### **Step 1: Publish Your Ultimate Member Registration Form** Once you’ve installed and activated Ultimate Member on your WordPress site, you can find the *Default Registration* form in your WordPress Admin Sidebar under *Ultimate Member* > *Forms*. You can either create a new registration form or, more easily, edit the existing one to match your needs and style. ![Ultimate Member Default Registration Form](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-3.png) There are a few ways to publish the form: 1. Agree to Ultimate Members’ WordPress Admin Notice near the top of your WordPress Admin screen. This will create several new pages, including a page with only the *Default Registration* form under the url slug */register/*. 2. You can copy and paste the *Default Registration* form shortcode into one of your existing pages or a new page of your own design. You can find the shortcode on the right-hand side of the form editor screen. **Important:** However you choose to edit your registration form, you’ll need to include an email address field for this recipe to work. ### **Step 2: Select Your Recipe Type & Name** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automa Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) Given that this recipe type only works on users who are already logged in, we know what you’re thinking: “But my members aren’t signed up yet!” Don’t worry—this is the magic of automation! It’s good to develop a naming convention for your recipes so that they are easily recognizable at a glance. We’ve simply named this recipe *Member On-boarding*. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *Ultimate Member*. ![Automator Trigger Selector Ultimate Member](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-5.png)In the drop-down list that appears, select *A user logs in with a form*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-6.png) Select your registration form then click **Save** and make sure that your trigger is set to *Live*. When you’re finished, it should look like this: ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-7.png) ### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** and select *WordPress*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-8.png) From the drop-down list that appears, select *Send an email*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-9.png) Automator will present you with an email editor. In the *To* field, select *User email*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-10.png) You can then configure the rest of your email, including the title and body style, in whichever way you think best welcomes your new members to your community. This is where you get to be creative so don’t hold back! When you’re finished, click **Save** and make sure that your action is set to *Live*. It should look like this: ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-11.png) ### **Step 5: Go Live and Thrive!** Now that you’ve set up your basic trigger and action, you’re ready to take your recipe to the table—or, more accurately, the internet. In the upper right-hand corner, toggle your recipe from *Draft* to *Live* and get ready to welcome your new members with open arms. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-12.png) But, we promised a red carpet and one email is just a mat—albeit a nice mat. With Automator, you can set up multiple actions to create a more extensive and immersive on-boarding experience for your members, i.e., a real drip campaign! Click **Add another action** as many times as you’d like and create a series of emails to get your newest members up to speed. Add links to must-read material, include brief tutorials on their new account and let them know about some of your best offerings. Of course, you don’t want to overwhelm your new members with too much at once so you’ll need to carefully mete out your drip campaign emails. Uncanny Automator can help you with that too. Hover over the three dots in each of your individual actions, click **Delay** and send emails out in an easily digestible timeline. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-13.png) With automations like these, you’re going to need a bigger red carpet. When your membership and business grows, you can create even more powerful email campaigns by pairing Automator with customer relationship management (CRM) tools such as [Groundhogg](https://automatorplugin.com/integration/groundhogg/), [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) and [Mailchimp](https://automatorplugin.com/integration/mailchimp/). If you’re running a different membership platform, such as [MemberPress](https://automatorplugin.com/integration/memberpress/), this recipe will work for you as well! ## **Easy Automation #2: Go Viral on Social Media** If it didn’t happen on social media then…did it happen at all? According to [Insider Intelligence](https://www.insiderintelligence.com/insights/social-commerce-brand-trends-marketing-strategies/), social commerce—i.e., commerce conducted on or through social media platforms—will reach nearly $80 billion by 2025 in the US alone. That’s a lot of *Likes*, *Retweets* and *Shares* and it underscores the importance of building your social media presence to grow your WordPress business. With Uncanny Automator, you can easily integrate your social media accounts and share your content and your products with your community across multiple channels in just a click. ### **How to Connect Your Social Media Account to Automator** Uncanny Automator has an extensive Knowledge Base for new and experienced users alike. You can find all of the articles you need to connect your social media accounts to Automator by clicking the links below: 1. [Connect Facebook Groups](https://automatorplugin.com/knowledge-base/facebook-groups/) 2. [Connect Facebook Pages](https://automatorplugin.com/knowledge-base/facebook/) 3. [Connect a Twitter Account](https://automatorplugin.com/knowledge-base/twitter/) 4. [Connect a Instagram Business Account](https://automatorplugin.com/knowledge-base/instagram/) We’ve included an abridged version of the guide on connecting [Facebook Groups](https://automatorplugin.com/integration/facebook-groups/) to Automator because that’s the example we’ll use going forward: 1. From your Facebook account page, navigate to *Groups* and select the group(s) that you would like to connect to Automator. Note, you’ll need to have Admin permissions to these groups. 2. Once you’re in the group’s page, scroll down to *Group settings* in the sidebar then click the **Edit** icon next to *Apps*. 3. Type “automator” into the search bar, select *Uncanny Automator* then click **Add**. 4. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings* > *Premium Integrations* and select *Facebook Groups*. 5. Click **Connect Facebook account** and follow the prompts. ### **Step 1: Select Your Recipe Type & Name** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automa Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) We’ve named this recipe *WordPress Posts to Facebook Groups*. ### **Step 2: Configure Your Trigger** In the *Triggers* panel, select *WordPress*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-15.png) From the drop-down list that appears, select *A user publishes a type of post with a taxonomy term in a taxonomy*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-16.png) You can then choose your exact post type (i.e., blog post, product, page, etc.) and the *taxonomy term* (i.e., categories, tags, etc.). This allows you to filter the kind of content that you want to share with specific Facebook groups or across different social media platforms. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-17.png) When you’re finished, your trigger should look something like this: ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-18.png) ### **Step 3: Configure Your Action** In the *Actions* panel, click **Add action** and select *Facebook Groups*. From the drop-down list that appears, select *Publish a post with an image to a Facebook group*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-19.png) In the post editor, select the Facebook group that you would like to share your posts to. In the *Image URL* field, select *Post featured image URL*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-20.png) The *Message* field is where you can get creative. From the drop-down list, select *Post content* to share everything with your Facebook group or *Post excerpt* followed by *Post URL* to tease your content then direct your Facebook friends to your website. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-21.png) Once you’ve edited your message, click **Save**. Don’t forget to toggle your recipe from *Draft* to *Live*. Once you’re finished, your recipe should look like this: ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-22.png) Add more actions to share your content and products across all of your social media channels when you click publish on your posts. With automations this seamless, you’ll be #trending in no time! ## **Easy Automation #3: Celebrate Your Success** Now that you’re getting the hang of making recipes with Uncanny Automator, you probably have enough recipe ideas to fill a restaurant menu! And with your viral social media content attracting new members to your site like moths to a flame, you’ll want to celebrate your success with your team. And why not? You pushed a rock up a hill, after all! With this automation, you can send [Slack](https://automatorplugin.com/integration/slack/) notifications to your team any time a user purchases a specific product from your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store. ### **Introduction to Slack** [Slack](https://automatorplugin.com/integration/slack/) is an instant messaging platform designed and built with the workplace in mind. Its ease-of-use and enhanced functionality, however, has made it a favorite for personal and social chat groups as well. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-23.png) With more than 2,000 apps in the Slack App Directory, it’s a breeze to integrate this messaging platform into your existing workflows. When you pair [Slack](https://automatorplugin.com/integration/slack/) with [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you can send yourself automated notifications to abreast of the latest developments—even if you’re on the beach. [Try Slack for free](https://slack.com/intl/en-in/get-started#/createnew) so you can follow along in this example. ### **Introduction to WooCommerce** [WooCommerce](https://automatorplugin.com/integration/woocommerce/) is the #1 WordPress e-commerce plugin—and it’s not hard to understand why. With WooCommerce, businesses big and small can build stunning and functional online stores to sell physical and digital products. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-24.png) Create beautiful and branded displays to rival any boutique and handle all of your shipping and inventory in one central place. [Click here](https://wordpress.com/start/wpcc/oauth2-user?ref=oauth2&oauth2_redirect=https%3A%2F%2Fpublic-api.wordpress.com%2Foauth2%2Fauthorize%2F%3Fresponse_type%3Dcode%26client_id%3D50916%26state%3Da0e71cad2faa49e7a30711a765497e71e04de0e6c18499b8ed97624ec8935f77%26redirect_uri%3Dhttps%253A%252F%252Fwoocommerce.com%252Fwc-api%252Fwpcom-signin%253Fnext%253Dmy-dashboard%26blog_id%3D0%26wpcom_connect%3D1%26authorize%3D1%26wccom-from%26calypso_env%3Dproduction%26jetpack-code%26jetpack-user-id%3D0%26action%3Doauth2-login&oauth2_client_id=50916) to sign up with WooCommerce and get started. ### **Step 1: Connect Your Slack Account to Automator** You can find a detailed step-by-step guide on connecting your Slack account to Automator in our Knowledge Base by [clicking here](https://automatorplugin.com/knowledge-base/slack/) or find the abridged version below: 1. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings* > *Premium Integrations* and select *Slack*. 2. Click **Connect Slack workspace** and follow the prompts. 3. From your Slack workspace, navigate to *Apps* > *Uncanny Automator* and click **Add**. You can then add or remove the app from your various channels. ### **Step 2: Select Your Recipe Type & Name** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users*. ![Automa Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) We’ve named this recipe *WooCommerce-Slack: Celebration* because those are the integrations we’re going to use. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, select *WooCommerce*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-25.png) From the drop-down list, select *A user completes, pays for, lands on a thank you page for an order with a product*. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-26.png) In the *Trigger condition* field, select *pays for* then click **Save**. Automator will prompt you to select a product. For simplicity, we’ve simply chosen a placeholder product, *Widget 1*. After you’ve selected your product, click **Save**. The number value will automatically be set to 1 but you can edit that by clicking on the number itself, setting your value and clicking **Save**. Once you’re finished, your trigger should look something like this: ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-27.png) ### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** and select *Slack* from the menu of available integrations. From the drop-down list that appears, select *Send a direct message to a Slack user*. Alternatively, you can select *Send a message to a channel* if the recipe at hand concerns all members of a certain team. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-28.png) Next, select the Slack user who you would like to receive the message then configure your message as desired. From the drop-down list, you can select metadata to make the message more interactive. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-29.png) When you’re finished, click **Save**. Your action should look like this: ![](https://automatorplugin.com/wp-content/uploads/2022/08/CleanShot-2022-08-04-at-16.43.51@2x.png) ### **Step 5: Go Live!** Review your trigger and action then toggle your recipe from *Draft* to *Live*. Your recipe should look something like this: ![](https://automatorplugin.com/wp-content/uploads/2022/08/Three-Easy-Automations-to-Grow-Your-WordPress-Business-Image-30.png) ## **Continuing Growing and Automating** We’ve just taken a small nibble at the banquet of recipes you can make with Uncanny Automator. Download new plugins, connect with new integrations and continue automating your workflows to grow your WordPress business—without having to drag that rock up the hill all on your own. What are some of the recipes that you would like to try? Let us know in the comments section below. Happy automating—and growing! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [10 Awesome Formidable Forms Automation Hacks](https://automatorplugin.com/formidable-forms-automation-hacks/) **Published:** October 5, 2021 **Author:** Sandipan **Content:** Are you looking for ways to automate your Formidable Forms and put your form workflows on autopilot? Your search ends here. Formidable Forms is an advanced form builder plugin that allows you to build any type of form. You can build simple forms like contact forms, survey forms and registration forms, but it’s also powerful enough for complex solutions like calculator forms, payment forms, donation forms and more. With so many possibilities, wouldn’t it be great to connect Formidable Forms to other WordPress plugins (and web apps) and automate certain repetitive tasks? In this article, we’ll share some awesome Formidable Forms automation hacks by connecting it to other plugins and web apps. This will help you save valuable time so you can focus on other important business activities. ## Formidable Forms Automation Hacks to Maximize Your Productivity [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is the tool that can help you to connect [Formidable Forms](https://automatorplugin.com/share/formidable) with other WordPress plugins (and web apps) and automate countless tasks. It is the **most powerful automation plugin for WordPress** and **requires no coding knowledge**. With this plugin, you can create [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/) to automate your workflows and integrations. A recipe basically tells your WordPress site that “if something happens ([trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)), then do something ([action](https://automatorplugin.com/knowledge-base/managing-actions/)).” [![uncanny automator plugin](https://automatorplugin.com/wp-content/uploads/2021/08/uncanny-automator-plugin.png)](https://automatorplugin.com/wp-content/uploads/2021/08/uncanny-automator-plugin.png) Uncanny Automator comes with a [free version](https://wordpress.org/plugins/uncanny-automator/) and a [premium version](https://automatorplugin.com/pricing/). The free version offers fewer triggers and actions for your WordPress site, but it still supports millions of recipe options that can be used an unlimited number of times. It also comes with [250 free app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to try out third-party integrations like [Facebook](https://automatorplugin.com/integration/facebook/), [Twitter](https://automatorplugin.com/integration/twitter/), [Slack](https://automatorplugin.com/integration/slack/), and more. The premium version, also known as **Uncanny Automator Pro**, allows you to use [all the available triggers and actions](https://automatorplugin.com/all-triggers-and-actions/) on your website. It also offers unlimited app credits for app integrations, plus additional features like [scheduled actions](https://automatorplugin.com/knowledge-base/scheduled-actions/). With that said, let’s get started with some of the awesome [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) automation hacks you can use to make your life easy. ### 1. Enroll Users in an eLearning Course If you’re running an eLearning site powered by [LearnDash](https://automatorplugin.com/integration/learndash/) (or Tutor, Lifter, or other [LMS plugins Automator supports](https://automatorplugin.com/integrations/)), you can add a student enrollment form on your site. It will help students to get enrolled in the course of their choice automatically, whether it’s on registration or once logged into the site. Here’s what it might look like: [![formidable forms to learndash](https://automatorplugin.com/wp-content/uploads/2021/08/formidable-forms-to-learndash.png)](https://automatorplugin.com/wp-content/uploads/2021/08/formidable-forms-to-learndash.png) Easy, right? You can even use specific values in your form to add users to courses, groups or levels you choose. Why stop at enrollment? Maybe on course completion, you can use Formidable to create an evaluation form, and on submission, it autocompletes the course and enrolls the user in the next course in a series. Better yet, send users a discount on their next course and tag them in your favourite CRM! Connecting LearnDash and Formidable Forms only takes a few minutes, but it can save countless hours of development and admin time that it would normally take to get your workflows just right. ### 2. Add Users to a Membership If you’re running a membership site using a plugin like [MemberPress](https://automatorplugin.com/integration/memberpress/), then you can take advantage of Formidable Forms to create user registration forms for your website. With Formidable Forms, you can easily customize the membership forms and add different payment gateways like PayPal, Stripe, and Authorize.net to make the checkout process user-friendly for your site visitors. Once you’ve connected the form to the MemberPress plugin by creating a recipe, you can automatically add users to a membership when they submit a form. Of course, you probably won’t stop there; maybe the form submission also invites the user to a Zoom onboarding webinar, notifies the management team on Slack and queues a check-in email to go out in a week. You can even use conditional logic for adding users to your membership site. For example, if a person has a special code, then that person could be added to a premium membership. ### 3. Pass Data to Google Sheets Google Sheets is a free web application that allows you to create and edit spreadsheets. It is a useful tool for collecting and analyzing data. Can you use [Google Sheets](https://automatorplugin.com/integration/google-sheets/) to collect data when someone submits a form on your WordPress site? Yes, you can do that with the help of the Uncanny Automator plugin. Best of all, you can do it **without using Zapier and with no per-transaction costs**. Once it’s set up, you can pass thousands of records over, all automatically and at no extra cost. First, you’ll have to create a form using the Formidable Forms plugin. You can create different forms like lead capture, survey, event registration, testimonial, job application, and much more using the plugin. Next, you’ll have to use Uncanny Automator to create a recipe. Here the **trigger** will be when someone submits a form, and the **action** will be adding a new row in Google Sheets with the form data. [![formidable forms to google sheets](https://automatorplugin.com/wp-content/uploads/2021/10/formidable-forms-to-google-sheets.png)](https://automatorplugin.com/wp-content/uploads/2021/10/formidable-forms-to-google-sheets.png) Note that this is an ‘everyone’ recipe, which means Automator can send records for all submissions—both users that are visiting the sites and users that are signed in. ### 4. Register Users for a Webinar Are you planning to organize a webinar? A webinar is an awesome content marketing tool that can help you to promote your brand, increase awareness for your products or services, and of course, generate leads for your business. To conduct a webinar successfully, you need to take care of a lot of things. For example, you need to choose an engaging topic, do a lot of research, practice your webinar, choose the right time to conduct it, select a webinar hosting platform, and much more. To ease your troubles, you can automate the process of registration for the webinar. First, you can use [Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) or [GoToWebinar](https://automatorplugin.com/integration/gotowebinar/) as the webinar software. Next, you’ll have to create a webinar registration form using Formidable Forms. You can then use Uncanny Automator to create a recipe to connect the form to Zoom Webinar or GoToWebinar. This will automate the process, and users will be registered to your webinar when they submit the form. You can also automatically send a “thank you” email or add a tag in your CRM to the registered users by adding another **action**. Another popular action is setting up reminder emails that go out a few days before the event is scheduled. ### 5. Send a Coupon Code for Submitting a Survey Form Sharing a discount coupon is a great marketing tactic for increasing sales. And survey forms are useful for getting valuable feedback from existing (or potential) customers. What if you could combine them to get more feedback and drive revenue? The idea is when potential customers submit a survey form, you can email them a discount coupon code – a great way of saying thank you for their time and effort. Thus, you can get valuable data from potential customers and also increase your revenue. And you can use Uncanny Automator to automate the entire process. In this case, you’ll need Formidable Forms for creating the survey form and [WooCommerce](https://automatorplugin.com/integration/woocommerce/) for the coupon codes. The **trigger** will be when someone submits the survey form; the **action** will be to email them the WooCommerce coupon code. [![formidable forms to woocommerce](https://automatorplugin.com/wp-content/uploads/2021/08/formidable-forms-to-woocommerce.png)](https://automatorplugin.com/wp-content/uploads/2021/08/formidable-forms-to-woocommerce.png) ### 6. Add a Tag in Your CRM Adding tags in your CRM is a great way to segment, sort, and group users based on their preferences and interests. Thus, you can send them personalized emails, offer them better recommendations, or target them with segmented emails to increase your revenue. Uncanny Automator allows you to connect to [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) and [Mailchimp](https://automatorplugin.com/integration/mailchimp/) natively. So you can easily add and remove tags, plus manage contacts, all based on form submissions. Let’s say you’re running an eLearning site. Once the students complete a course, you can ask them to fill out a course feedback form. And you can add a tag to users based on specific responses. Then, you can send them better suggestions for their next course. Here you can create a feedback form and add it as the **trigger** in your Uncanny Automator recipe. Next, you can use MailChimp or ActiveCampaign as your **action**. Once the recipe is live, a tag will be added to users based on a specific condition. ### 7. Get Slack Notifications Do you use Slack to communicate with your team? If so, then you can integrate [Slack](https://automatorplugin.com/integration/slack/) with your forms to get important notifications directly over there. For example, your sales team channel can get notifications when someone submits a lead generation form. Or, you can get a message on Slack if someone submits a testimonial or feedback. Also, you can set up notifications when someone registers for a webinar or event. To get started, you’ll first have to connect [Slack to Uncanny Automator](https://automatorplugin.com/knowledge-base/slack/). Next, you can create a recipe to get messages on Slack when someone submits a form on your website. [![formidable forms to slack channel](https://automatorplugin.com/wp-content/uploads/2021/08/formidable-forms-to-slack-channel.png)](https://automatorplugin.com/wp-content/uploads/2021/08/formidable-forms-to-slack-channel.png) ### 8. Register Users for an Event Let’s say you want to conduct an event (in-person or virtual). Wouldn’t it be great if you could automate the process of user registrations? With Uncanny Automator, you can easily do that. First, you’ll have to install [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) and the Event Tickets plugins. The Events Calendar plugin is a great option for creating and managing events. And the Event Tickets is a free addon for managing tickets and RSVPs. Next, you’ll have to create an event registration form with the help of Formidable Forms. Finally, you should create a recipe to connect your form to the event. Once the recipe is live, guests will be automatically registered for that event when they submit the form. Note that Uncanny Automator also supports popular events plugins like [Events Manager](https://automatorplugin.com/integration/events-manager/) and [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/), so feel free to use them in your recipe. ### 9. Send Data to Zapier Zapier is a popular cloud-based application that can connect more than 3,000 web apps and automate important tasks. And it works on per-transaction fees. On the other hand, Uncanny Automator runs inside WordPress and can connect WordPress plugins together. You can also use it to connect your WordPress site to popular web apps. You can read our article on [how Uncanny Automator is different from Zapier](https://automatorplugin.com/how-is-automator-different-than-zapier/). Connecting forms to Zapier opens up a world of integration and workflow opportunities, but Formidable also already offers a fantastic Zapier integration. So why use Uncanny Automator? One important reason is that you can connect Zapier and Formidable with other things on the WordPress side. Maybe a zap should only happen when a user submits a form twice, or when they submit a form *and* complete a course. Or maybe the form submission itself should not only pass data to Zapier, but also schedule some emails and add the user to a BuddyBoss group. That’s where Automator shines, with the more complex workflows. ### 10. Add Users to a Social Group Want to add users to a social group automatically when they submit a form? Say you’ve created a social group for movie lovers using [BuddyPress](https://automatorplugin.com/integration/buddypress/) or [BuddyBoss](https://automatorplugin.com/integration/buddyboss/), and you want to add people to your group with similar interests. To get started, you can create a form using Formidable Forms and add it to your site. Next, you need to create a recipe and connect your form to the social group. Once the recipe is live, users will automatically be added to that group when they submit the form. ### Get Started with Automation Today The Formidable Forms automation hacks mentioned in this article will take only a few minutes to set up using Uncanny Automator. Better yet, most of them can be implemented using just the free version of the plugin. [Uncanny Automator Pro](https://automatorplugin.com/) offers the most flexibility and is required for some of the recipes, like adding users to a membership, registering users for a webinar on GoToWebinar, and sending coupon codes to a user. Of course, you can use [all the available triggers and actions](https://automatorplugin.com/all-triggers-and-actions/) on your website if you’re a Pro user. Have ideas for your own Formidable Forms recipes or questions about some of the ones in this article? Let us know in the comments! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Best Practices --- ### [How to Connect LearnDash to HubSpot: Step By Step](https://automatorplugin.com/how-to-connect-learndash-to-hubspot-step-by-step/) **Published:** February 10, 2022 **Author:** Sandipan **Content:** Wondering how to connect LearnDash to HubSpot? Your search ends here! [LearnDash](https://www.learndash.com/) is a WordPress LMS plugin that allows you to create and sell courses, create quizzes, reward students (with certificates, points, badges), create groups for learners, and much more. On the other hand, [HubSpot](https://automatorplugin.com/share/hubspot/) is a CRM platform that offers useful tools to manage contacts, automate marketing campaigns, engage with existing and potential customers, and more. The tool that can connect LearnDash and HubSpot is **Uncanny Automator**. It is a no-code automation plugin that can connect WordPress plugins and 3rd-party web apps to automate any task. The automation process is pretty simple – just [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) with at least one [trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) and one [action](https://automatorplugin.com/knowledge-base/managing-actions/) and you’re good to go. In this article, we’ll show you the step-by-step process of connecting LearnDash to HubSpot with the help of the Uncanny Automator plugin. Let’s dive in. ## Connect LearnDash and HubSpot to Automate Multiple Tasks Uncanny Automator offers triggers and actions for [LearnDash](https://automatorplugin.com/integration/learndash/) and [HubSpot](https://automatorplugin.com/integration/hubspot/). Using them, you can create useful workflows to automate several HubSpot tasks based on the different behaviors of your students. For example, you can use the following cases for adding (or removing) HubSpot contacts to a static list: - A student completes a course - Someone passes or fails a quiz - A user is added to a group - A student achieves a score greater than, less than, or equal to 65 on a quiz - Someone enrolls in a course - A student completes a topic and submits an assignment for that topic You can also create complex workflows with the help of the Uncanny Automator plugin. For example, when a student completes a LearnDash course, you can remove the student from an existing list, add that person to a different HubSpot list, send the certificate to the student, and enroll him/her in another course. In short, connecting HubSpot and LearnDash will open a world of workflow opportunities and will help you to focus on other important business activities. ## How to Connect LearnDash to HubSpot Now that you know the benefits of connecting LearnDash to HubSpot, let’s get started with the tutorial part. We’ll explain every step in detail with the help of an example – **adding a contact to a HubSpot static list when a user passes a quiz with a certain percentage**. We’re assuming that you already have a HubSpot account. If not, you can visit the HubSpot website and [open a free account using our link](https://automatorplugin.com/share/hubspot/). The registration process is simple – just enter some basic details, verify your email address, and you can start using your HubSpot account. Also, you need to install the Uncanny Automator plugin on your WordPress site. And you can use the [free version of the plugin](https://wordpress.org/plugins/uncanny-automator/) to follow this tutorial. **Note**: The [HubSpot integration](https://automatorplugin.com/integration/hubspot/) in Uncanny Automator uses the [credit system](https://automatorplugin.com/knowledge-base/what-are-credits/). That means free users can get 250 app credits to try out HubSpot and other app integrations. Once you use up the free app credits, you can [upgrade to the pro version of Uncanny Automator](https://automatorplugin.com/pricing/) for unlimited usage. With that said, let’s show you the process of connecting LearnDash to HubSpot. ### 1. Create a New Recipe in Uncanny Automator Let’s start by creating a new recipe for adding a contact to a HubSpot list when a user passes a quiz with a certain percentage. Here the trigger will be *a user passing a quiz in LearnDash with a certain percentage (say 70%)*. Now, for the action part, we need to make sure the contact is present in our HubSpot account before adding them to a list. If you’re not sure whether a contact is already present or not, you can add 2 actions here: 1. Create/Update a contact in HubSpot 2. Add the contact to a HubSpot static list The first action will check if a contact already exists in your HubSpot account or not. If not, Uncanny Automator will automatically create a new contact in HubSpot. Then, it’ll add that contact to the HubSpot static list. Makes sense? To create a new recipe, you need to go to **Automator** -> **Add new** from the left sidebar of your WordPress dashboard. Next, you’ll have to select **Logged-in users** as the recipe type (since a user needs a WordPress account for attempting a LearnDash quiz). [![select recipe type logged-in users](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png) After selecting the recipe type, you can add a recipe name for future reference. Let’s name our recipe – **Adding a contact to a HubSpot list for passing a quiz**. ### 2. Configure the Trigger for Our Recipe In this step, we’ll be [setting up the trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) for our recipe – *a user passing a LearnDash quiz with 70% or more*. Since our trigger will be using the [LearnDash integration](https://automatorplugin.com/integration/learndash/), go ahead to select **LearnDash** under **Select an integration**. [![select learndash from the list of trigger integrations](https://automatorplugin.com/wp-content/uploads/2022/02/select-learndash-from-the-list-of-trigger-integrations.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-learndash-from-the-list-of-trigger-integrations.png) You’ll now see a list of LearnDash trigger options. Here you need to search and select the option – *A user achieves a percentage greater than, less than, or equal to a value on a quiz*. [![choose trigger option from the list](https://automatorplugin.com/wp-content/uploads/2022/02/choose-trigger-option-from-the-list.png)](https://automatorplugin.com/wp-content/uploads/2022/02/choose-trigger-option-from-the-list.png) Next, you’ll have to select the condition for the trigger – whether the percentage needs to be less than, greater than, equal to, not equal to, or anything else. In our case, we want the user to score 70% or above. So you should select **greater or equal to** from the **Condition** dropdown and click on **Save**. [![select condition for trigger](https://automatorplugin.com/wp-content/uploads/2022/02/select-condition-for-trigger.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-condition-for-trigger.png) Next, you should select a quiz of your choice from the **Quiz** dropdown and click on **Save**. You can also keep it as it is to trigger the condition on completion of any quiz. [![select learndash quiz from the quiz dropdown](https://automatorplugin.com/wp-content/uploads/2022/02/select-learndash-quiz-from-the-quiz-dropdown.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-learndash-quiz-from-the-quiz-dropdown.png) The last thing you need to do is change the percentage value in our trigger to 70%. By default, the percentage will be set to 80. To change that value, click on that number, add the value in the **Required percentage** field, and click on **Save**. [![change percentage value](https://automatorplugin.com/wp-content/uploads/2022/02/change-percentage-value.png)](https://automatorplugin.com/wp-content/uploads/2022/02/change-percentage-value.png) Your trigger is live now. Let’s proceed to the next step. [![learndash trigger is live](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-trigger-is-live.png)](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-trigger-is-live.png) ### 3. Configure the Action for Our Recipe It’s time to [set up the action part](https://automatorplugin.com/knowledge-base/managing-actions/) for our recipe. And as mentioned earlier, we’ll be adding 2 [HubSpot](https://automatorplugin.com/integration/hubspot/) actions in this step: 1. Create/Update a contact in HubSpot 2. Add the contact to a HubSpot static list #### Create/Update a Contact in HubSpot First, you need to click on the **Add action** button to open the list of available integrations. Next, you need to select the **HubSpot** integration: [![select hubspot integration](https://automatorplugin.com/wp-content/uploads/2022/02/select-hubspot-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-hubspot-integration.png) In case you’re using this integration for the first time, a popup will open up asking you to complete the following 2 steps: 1. [Create a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/) to get [250 app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) if you’re using the free version (or activate the license for unlimited usage if you’re a premium user) 2. [Connect your HubSpot account to Uncanny Automator](https://automatorplugin.com/knowledge-base/hubspot/) [![connect hubspot account to uncanny automator](https://automatorplugin.com/wp-content/uploads/2022/02/connect-hubspot-account-to-uncanny-automator.png)](https://automatorplugin.com/wp-content/uploads/2022/02/connect-hubspot-account-to-uncanny-automator.png) By connecting your HubSpot account to Uncanny Automator, you’re giving permission to Uncanny Automator to create, update, or remove contacts in HubSpot, or to add (or remove) contacts to a HubSpot list on your behalf. After completing the above 2 steps, you can close the popup window. This will refresh your recipe page. Now, you’ll see a list of HubSpot actions. Here you need to choose the “Create/Update a contact in HubSpot” option. [![create update contact in hubspot automatically](https://automatorplugin.com/wp-content/uploads/2022/02/create-update-contact-in-hubspot-automatically.png)](https://automatorplugin.com/wp-content/uploads/2022/02/create-update-contact-in-hubspot-automatically.png) Next, you’ll have to configure the **Email address** field. This will be the email address of the user securing more than 70% in the quiz. Since this will be a dynamic value, we’ll be adding a **token** to this field. (Tokens are variables that can fetch a value from the WordPress database.) So click on the Asterisk icon in the **Email address** field and search for the **User email** token. Once you find it, you should add it to that field. [![add user email token](https://automatorplugin.com/wp-content/uploads/2022/02/add-user-email-token.png)](https://automatorplugin.com/wp-content/uploads/2022/02/add-user-email-token.png) You should also check the option – “If the contact already exists, update their info”: [![check if contact exists in hubspot](https://automatorplugin.com/wp-content/uploads/2022/02/check-if-contact-exists-in-hubspot.png)](https://automatorplugin.com/wp-content/uploads/2022/02/check-if-contact-exists-in-hubspot.png) Finally, click on the **Save** button to make this action live. #### Add the Contact to a HubSpot Static List Uncanny Automator makes it easy to add multiple triggers and actions to any recipe. To add the second action, you need to click on the **Add another action** button to get started. Next, you need to select **HubSpot** from the list of available integrations. Now, you’ll have to select the option – “Add a HubSpot Contact to a static list”: [![add contact to a hubspot list](https://automatorplugin.com/wp-content/uploads/2022/02/add-contact-to-a-hubspot-list.png)](https://automatorplugin.com/wp-content/uploads/2022/02/add-contact-to-a-hubspot-list.png) This will open up 2 new fields. Let’s configure them. In the **Email address** field, you need to click on the Asterisk icon to add the **User email** token. Next, you should select the static list from the **HubSpot List** dropdown. [![configure email address and hubspot list fields](https://automatorplugin.com/wp-content/uploads/2022/02/configure-email-address-and-hubspot-list-fields.png)](https://automatorplugin.com/wp-content/uploads/2022/02/configure-email-address-and-hubspot-list-fields.png) Lastly, click on the **Save** button to make this action live. ### 4. Publish the Recipe The final step is to make the recipe live. All you need to do is change the toggle option, present in the **Recipe** box, from **Draft** to **Live**. [![learndash to hubspot recipe](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-to-hubspot-recipe.png)](https://automatorplugin.com/wp-content/uploads/2022/02/learndash-to-hubspot-recipe.png) Your recipe is live now. Uncanny Automator will automatically add a user to a HubSpot static list whenever that person scores 70% or more in a LearnDash quiz. ### Final Thoughts As you can see, Uncanny Automator makes it easy to connect LearnDash to HubSpot in 4 easy steps. This way, you can add/remove HubSpot contacts easily to/from a static list based on different LearnDash behaviors. Apart from [LearnDash](https://automatorplugin.com/integration/learndash/) and [HubSpot](https://automatorplugin.com/integration/hubspot/), Uncanny Automator supports more than [80 WordPress plugins and 3rd-party web apps](https://automatorplugin.com/integrations/). You can use any of these integrations to create complex workflows by adding multiple triggers and actions. For example, you can add contacts to a HubSpot static list when they complete a LearnDash course and submit a course evaluation form (built using [WPForms](https://automatorplugin.com/integration/wp-forms/), [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/), or [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/)). Also, you can add multiple actions like sending notifications to a [Slack](https://automatorplugin.com/integration/slack/) channel, sending a congratulatory email, and posting a message to a sitewide activity feed in [BuddyBoss](https://automatorplugin.com/integration/buddyboss/). If you’ve any questions on how to connect LearnDash to HubSpot, please feel free to comment below! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Use Cases --- ### [How to Connect Your WordPress Forms to Anything - For Free!](https://automatorplugin.com/how-to-connect-your-wordpress-forms-to-anything-for-free/) **Published:** September 28, 2021 **Author:** Colin Newcomer **Content:** Ever wished that there was an easy way to connect your WordPress forms to the other plugins and tools that you’re using? You would be able to automate key actions, get your data where it needs to go, and just generally simplify your workflows. Well, you can probably guess where we’re going with this… With [Uncanny Automator](https://automatorplugin.com/) 3.1 and higher, we’ve made it even easier to automate your WordPress forms – for free! With the free version of Uncanny Automator, we recently added two key features that help you more effectively automate your WordPress forms on a budget: 1. You can now trigger actions based on any form submission, whether or not the person who submits the form is signed in to your site. You can do this via the new “Everyone” recipe type. 2. We [added a new app credit system](https://automatorplugin.com/knowledge-base/what-are-credits/) to the free version of Uncanny Automator that gives you a chance to use advanced integrations **for free**, such as connecting your forms to Google Sheets, Slack, Mailchimp, Zoom, and more. With the new app credit system, you can get access to **250 free app credits** when you register for a **free account**. These app credits give you a chance to automate up to 250 form submissions with otherwise-app integrations. Once you use up your 250 free app credits, you can either keep using the free version of the plugin without the app integrations. Or, you can [purchase the premium version of Uncanny Automator to unlock unlimited usage](https://automatorplugin.com/pricing/) to unlock unlimited usage of those app integrations In this post, we’ll quickly show you how the “Everyone” recipe type works. Then, we’ll share a bunch of use cases for how you can automate your forms and save time. ## How to Set Up Your First Free Recipe With the Everyone Recipe Type Uncanny Automator works on a “Trigger → Action” model. For all of the automation examples that we’re sharing in this post, the trigger is someone submitting your form, and the action is whatever you want to automate. Uncanny Automator works with pretty much all popular WordPress form plugins. Here’s the full list at the time this article was published: - [WPForms](https://automatorplugin.com/integration/wp-forms/) - [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) - [Contact Form 7](https://automatorplugin.com/integration/contact-form-7/) - [Elementor Pro Form widget](https://automatorplugin.com/integration/elementor/) - [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) - [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/) - [Forminator](https://automatorplugin.com/integration/forminator/) - [HappyForms](https://automatorplugin.com/integration/happyforms/) - [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/) With the new “Everyone” recipe type, you can automate actions even if the person filling out your form is an anonymous visitor. To use it, you’ll first [create a new recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/). When you do that, make sure to choose “Everyone” as the recipe type. *Or, if you want to automate forms that your logged in users fill out, you can stick with “Logged-in users”.* ![Everyone recipe type](https://automatorplugin.com/wp-content/uploads/2021/09/uncanny-everyone-trigger-tutorial-1-1024x734.png) Next, you can choose [the actual trigger for your recipe](https://automatorplugin.com/knowledge-base/managing-triggers/). In this case, it’s a new form submission from your form plugin – e.g. WPForms: ![Choosing your trigger](https://automatorplugin.com/wp-content/uploads/2021/09/uncanny-everyone-trigger-tutorial-2-1024x763.png) Finally, you’ll [choose the action](https://automatorplugin.com/knowledge-base/managing-actions/) that you want to take when someone submits a form. For example, adding submissions to Google Sheets: ![Choosing your action](https://automatorplugin.com/wp-content/uploads/2021/09/uncanny-everyone-trigger-tutorial-3-1024x1016.png) Want to see a more detailed guide? You can check out [our post on connecting WPForms to Google Sheets](https://automatorplugin.com/how-to-automatically-add-wpforms-to-google-sheets/) for a more in-depth example of how it works. Not sure what to automate? Well, that’s kind of the point of the rest of this post. Below, we’ll give you some example ideas of what you can automate for free. ## Seven Examples of How You Can Automate Your Forms for Free Now that you know how Uncanny Automator helps you automate your forms, let’s look at seven real-world examples of how you can automate your WordPress forms with Uncanny Automator **for free**. ### 1. Connect Your WordPress Forms to Your CRM If you’re using a customer relationship management tool (CRM) to manage your contacts, you might be running into the problem of how to get new leads from your WordPress forms to your CRM. With Uncanny Automator, you can easily pass some or all of the data from your form(s) to your CRM, along with additional metadata such as the date that a person submitted the form. To set this up for free, you can either use [Uncanny Automator’s Mailchimp integration](https://automatorplugin.com/knowledge-base/mailchimp/) (*if you’re using Mailchimp*) or [use WP Fusion Lite alongside Uncanny Automator](https://automatorplugin.com/integration/wp-fusion-lite/) to connect to other CRMs. ![Connecting WPForms to Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/09/wpforms-to-mailchimp-1024x830.png) ### 2. Store Form Submissions in Google Sheets Storing form submissions in Google Sheets can be really useful for analysis and reporting. For example, maybe you’re trying to learn more about your audience so you ask them some questions to find out what they’re interested in. If you stick that data in Google Sheets, you can easily analyze it. Or, not all form plugins offer in-dashboard submission storage, especially in their free versions. By storing data in Google Sheets, you could add this functionality to your form plugin even if the plugin doesn’t offer it. To connect your forms to Google Sheets, you can [use the Google Sheets action](https://automatorplugin.com/knowledge-base/google-sheets/) and the 250 app credits that you get with the free version of Uncanny Automator: ![Connecting WPForms to Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/09/wpforms-to-google-sheets-1024x741.png) ### 3. Get Real-Time Notifications for Form Submissions in Slack, SMS, Etc. Almost all form plugins let you send notification emails for new form submissions. But what if you want an even more real-time notification, such as getting a message in Slack or an SMS when someone submits a form? With the Slack and Twilio actions in Uncanny Automator, you can easily send yourself real-time notifications whenever someone submits a form: - [Slack instructions](https://automatorplugin.com/knowledge-base/slack/) - [Twilio instructions](https://automatorplugin.com/knowledge-base/twilio/) ### 4. Register People for a Zoom Event Want to create a custom registration form for a Zoom webinar or meeting? With Uncanny Automator, you can [connect your forms to Zoom](https://automatorplugin.com/knowledge-base/zoom/) and automatically add or remove people from a Zoom webinar or meeting when they submit a form. ### 5. Post a Message on Social Media This one is a niche use case, but you might have situations where you want to post some content to social media when someone fills out the form. This could be a static message that’s always the same, or it could incorporate some of the information from the form submission. With Uncanny Automator, you can post to the following social networks when someone submits a form: - [Send a tweet.](https://automatorplugin.com/knowledge-base/twitter/) - [Publish a post to a Facebook page.](https://automatorplugin.com/knowledge-base/facebook/) - Share a photo to a Facebook page. - Share a link with a message to a Facebook page. - [Publish a photo to an Instagram account.](https://automatorplugin.com/knowledge-base/instagram/) ![Connecting WPForms to Twitter](https://automatorplugin.com/wp-content/uploads/2021/09/wpforms-to-twitter-1024x963.png) ### 6. Create a Blog Post (or Other Post Type) Based on Form Data If you allow user-submitted content, you might want to offer frontend content creation forms that users can submit content from. With Uncanny Automator, you can take the content from a form submission and use it to create a blog post. For example, if you allow guest posts, you could create a frontend form that automatically saves the guest post as a draft. ![Using WPForms to create a blog post](https://automatorplugin.com/wp-content/uploads/2021/09/wpforms-to-blog-post-979x1024.png) It’s not just for blog posts, though! You can also create new posts in any custom post type that you might be using. For example, maybe you have a directory of public tennis courts in your area where you save each court as a “Tennis Court” custom post type. With Uncanny Automator, you could create a frontend form that lets visitors submit a new tennis court to your directory. Then, you could save all that data as a new draft “Tennis Court”. ### 7. Send Form Data to Zapier to Connect With Thousands of Apps If you want to unlock even more flexibility, Uncanny Automator also lets you send form submissions to a Zapier webhook. Once it’s there, you can pass that information to any one of the thousands of apps on Zapier. However, note that while Uncanny Automator will let you send data to Zapier for free, you might need a paid Zapier plan to use that data to connect to other apps. If you want to pass data to other non-WordPress apps, that’s fine too! [Sending data via webhooks](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/) to other applications is supported in the free version of Automator, too. ### Automate Your Form in Your Own Unique Way The examples above are by no means a complete list of all the different ways that you can automate your WordPress forms with Uncanny Automator. To see all of Uncanny Automator’s 75+ integrations, [check out this page](https://automatorplugin.com/integrations/). If you click on a specific integration, you’ll be able to see all of the available actions for that tool. Or, you can check out [the full list of all triggers and actions](https://automatorplugin.com/all-triggers-and-actions/). ## Automate Your WordPress Forms With Uncanny Automator With [Uncanny Automator](https://automatorplugin.com/), you can connect your WordPress forms to…well, pretty much anything. Thanks to the new “Everyone” recipe type, you can easily automate all of your form submissions, whether they come from anonymous visitors or registered users on your site. With [the new free app credits](https://automatorplugin.com/knowledge-base/what-are-credits/), you’ll also get a chance to automate app integrations for free, such as connecting your WordPress forms to Google Sheets, Slack, Mailchimp, and more. Ready to begin automating your WordPress forms? To get started, install the free Uncanny Automator plugin from WordPress.org and then register for your free Uncanny Automator account to get your 250 app credits. ![author avatar](https://secure.gravatar.com/avatar/42aa991c5e5152c551c3ca3aa09e84d6e08a3a40420e566d930ab289160b09bc?s=300&d=mm&r=g) Colin Newcomer Colin Newcomer is a freelance writer and long-time Internet marketer. He specializes in writing about WordPress and digital marketing. He lives a life of danger, riding a scooter through the chaos of Hanoi. [See Full Bio](https://automatorplugin.com/author/colincnewcomer-com/) [ ](https://automatorplugin.com/author/colincnewcomer-com/) **Categories:** Use Cases --- ### [Host Webinars Like a Pro with Zoom & WooCommerce](https://automatorplugin.com/host-webinars-like-a-pro-with-zoom-woocommerce/) **Published:** July 29, 2022 **Author:** Brendan Da Costa **Content:** Whether it’s workshops, courses or one-off events, if you’ve always wanted to host your own webinars, you can—for free! In this guide, we’ll get you started with the right tools to start hosting and selling tickets to your webinars—no code, no cost. ## **An Introduction to Zoom and WooCommerce** If you’ve been running a WordPress business for a while, you will likely have at least a passing familiarity with both [Zoom](https://automatorplugin.com/integration/zoom-meetings/) and [WooCommerce](https://automatorplugin.com/integration/woocommerce/). But there’s much more to these programs than meets the eye. ### **Zoom** [Zoom](https://automatorplugin.com/integration/zoom-meetings/) is the preferred video conferencing platform with advanced functionalities such as chat, screen sharing and whiteboards. Zoom users can host intimate and secure virtual meetings or massive webinars with 1000s of attendees, partake in live Q&As and break off into meeting rooms. With addons and integrations, you can seamlessly slip Zoom into your workflows and enhance your virtual product offerings. ![Zoom Homepage](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-1.png) Zoom Meetings is free for everyone to get started—all you’ll need is an email address. More advanced users and medium to large sized businesses can take advantage of Zoom Webinars for enhanced functionality at economical prices. Visit for more details on features and prices. ### **WooCommerce** [WooCommerce](https://automatorplugin.com/integration/woocommerce/) is the leading e-commerce plugin for WordPress businesses—trusted by [more than a quarter](https://trends.builtwith.com/shop) of the top digital retailers worldwide! With WooCommerce, you can build, customize, advertise and operate every aspect of your online store, from landing pages to checkouts. With dozens of themes, ready to go with just a click, you can get started selling right away. Or take the time to edit every pixel of your store to stay on-brand and maximize conversions. ![WooCommerce Homepage](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-2.png) Online retailers can get started with WooCommerce without, themselves, spending a dime. And, as an open-source platform, there are plenty of free extensions and plugins to pair with WooCommerce for enhanced functionality at no additional cost. Whether your WordPress business is a hobby that pays or a multi-million dollar enterprise, or whether you’re shipping your products globally or strictly offering digital downloads, WooCommerce has a solution for you. ## **Connect WooCommerce to Zoom** Before you start filling virtual auditoriums, you’ll first need to connect [Zoom](https://automatorplugin.com/integration/zoom-meetings/) to your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store—and polish up your presentation! There are a few ways you can do this, each with their own advantages. ### **Option 1: The Events Calendar** The Events Calendar is the most popular calendar and scheduling plugin for WordPress—and with a bevy of features, it’s not hard to understand why. Users can quickly create their events, add and manage event organizers and style their calendars to match their website and branding. As the most popular plugin of its type, The Events Calendar comes equipped with a ton of free and paid addons so that you can seamlessly integrate it into your existing workflows. ![The Events Calendar Homepage](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-3.png) In order to start selling tickets to your Zoom webinars with The Events Calendar and WooCommerce, you’re going to need a few additional plugins. First, you’ll need the core [Events Calendar](https://wordpress.org/plugins/the-events-calendar/) plugin, [Event Tickets](https://wordpress.org/plugins/event-tickets/) and [Event Tickets Plus](https://theeventscalendar.com/products/wordpress-event-tickets/) so that you can sell your tickets with WooCommerce. Finally, the [Virtual Events](https://theeventscalendar.com/products/wordpress-virtual-events/) addon will allow you to integrate your Zoom account with your calendar. To ensure ease-of-use, The Events Calendar offers great step-by-step tutorials for [connecting to Zoom](https://theeventscalendar.com/knowledgebase/k/connecting-to-zoom/) and for [selling your tickets with WooCommerce](https://theeventscalendar.com/blog/tips/how-to-use-woocommerce-with-the-events-calendar-plugins/). #### **Cost:** Events Calendar: FREE Event Tickets: FREE Events Tickets Plus: $99/year Virtual Events: $69/year for 1 website or [click here](https://theeventscalendar.com/products/wordpress-virtual-events/) for the full Pricing Schedule ### **Option 2: Zapier** Zapier is a web-based automator that allows its users to integrate various web applications and tools. With Zapier, users can create “Zaps” that automate “tasks” between various applications whenever specified events occur. For example, users can create a “Zap” that registers attendees in a Zoom webinar (the task) whenever they purchase a specific product in your WooCommerce store (the event). ![Zapier Homepage](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-4.png) Zapier offers a free version but this has a limit of 100 tasks per month across all Zaps, meaning that you’ll have a limit of 100 meeting/webinar attendees per month unless you add them manually. Additionally, to integrate with Zoom, users will have to purchase the WooCommerce Zapier plugin. #### **Cost:** [Click here](https://zapier.com/pricing?utm_source=google&utm_medium=cpc&utm_campaign=gaw-gbl-nua-search-top_general-brand_exact&utm_adgroup=zapier_pricing&utm_term=zapier%20pricing&utm_content=_pcrid_565801703200_pkw_zapier%20pricing_pmt_e_pdv_c_slid__pgrid_119867242543_ptaid_kwd-372858063487_&gclid=Cj0KCQjw54iXBhCXARIsADWpsG_kuJgS4Ww5Us6fX-JTgDKzG6jKpV95sxX7je82hxnJFQgdcMZGODYaAkCqEALw_wcB) for Zapier’s Plan & Pricing Schedule WooCommerce Zapier: $59/year ### **Option 3: Uncanny Automator** Uncanny Automator is the most powerful and cost-effective WordPress automation plugin on the market. Users create “Recipes” with triggers and actions that connect plugins, websites and external apps to automate their workflows and save time. Automator requires no code or programming knowledge, making it easy for anyone to get started. ![Automator Homepage](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-5.png) In addition to its no-code guarantee, with Automator, users can get started selling tickets to their Zoom webinars through their WooCommerce store for free! Free account holders receive [250 credits](https://automatorplugin.com/knowledge-base/what-are-credits/), meaning that you can sell 250 tickets to your webinar without having to spend a single dollar. When you’re ready to connect more of your favorite plugins and web apps, [Automator Pro](https://automatorplugin.com/pricing/) gives you access to an unlimited number of app credits—that’s a lot of webinars! #### **Cost:** Uncanny Automator: [Click here](https://wordpress.org/plugins/uncanny-automator/) for the FREE plugin Uncanny Automator Pro: [Click here](https://automatorplugin.com/pricing/) for Automator’s Pricing Schedule ## **Start Hosting Professional Webinars—For Free!** Of the examples above, Uncanny Automator is the only one that allows you to connect your [Zoom](https://automatorplugin.com/integration/zoom-meetings/) account to your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store for free. So put your wallet away and follow this simple walkthrough to start hosting your very own professional webinars. [Click here](https://automatorplugin.com/knowledge-base/zoom/?utm_source=uncanny_automator&utm_medium=settings&utm_content=zoom_webinar-kb_article) for a detailed step-by-step tutorial on connecting Zoom to Uncanny Automator. Alternatively, find the abridged tutorial below: - **Step 1:** From your browser, head to the [Zoom App Marketplace](https://marketplace.zoom.us/develop/create) page and sign in to your Zoom account. Click **Develop** in the upper right-hand corner and select *Build App* then click **Create** in the box labeled *JWT*. - **Step 2:** In the following screen, follow the instructions and fill out your app’s information. - **Step 3:** Open a new tab and sign in to your WordPress website. From your Admin Sidebar, navigate to *Automator* > *Settings* > *Zoom Meetings*. Click **Connect Zoom Meetings account**. - **Step 4:** Return to your Zoom account tab, find *App Credentials* and copy and paste the *API Key* and *API Secret* into the corresponding fields in your WordPress account tab. You will use the same JWT credentials to set up Zoom Webinars. Now that you’ve connected Zoom to Automator, all that’s left for you to do is to start selling your webinar! ### **Step 1: Create Your WooCommerce Product** From your WordPress Admin Sidebar, navigate to *Products* > *Add New*. Scroll down to the panel labeled *Product data* and select *Virtual* but not *Downloadable*. ![WooCommerce Virtual Product](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-6.png) Under *Inventory*, select *Sold individually*. This will restrict users to purchasing one ticket at a time but it will also prevent them from being registered for the event multiple times. ![WooCommerce Product Inventory](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-7.png) **Important:** If you would like to allow your users to purchase tickets for others and still have their friends register automatically, you can. Simply remind your users at checkout to use their friend’s email address as the billing address in each separate transaction. Configure the rest of your product details, including title, price, etc. to your satisfaction then click **Publish**. ### **Step 2: Select Recipe Type** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. Select *Logged-in users* in the window that appears. ![Automa Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) ### **Step 3: Name Your Recipe** You may want to come up with a naming convention for your recipes to make them easier to identify. A simple convention is to name the recipe based on the integrations involved and its purpose. Applying that convention to this example, we’ll name this recipe *WooCommerce-ZoomMeetings: Webinar Registration*. Similarly, you can categorize your recipes to keep them organized. ### **Step 4: Configure Your Trigger** In the *Triggers* panel, select *WooCommerce*. ![Automator Trigger Selector WooCommerce](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-9.png) In the drop-down list that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. ![Automator WooCommerce Trigger Selector](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-10.png) Automator will then prompt you to select a specific trigger. i.e., one of: *pays for*, *completes* or *lands on a thank you page for*. For our example, *pays for* is a sufficient trigger. Click **Save** then select the product you created for your webinar and click **Save** once again. When you’re finished, your trigger should look like this: ![Automator Trigger Live](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-11.png) ### **Step 5: Configure Your Action(s)** In the *Actions* panel, click **Add action** then select *Zoom Meetings*. If you have already upgraded your Zoom account to include webinar access, you can select *Zoom Webinars* instead. ![Automator Action Selector Zoom](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-12.png) From the drop-down list, select *Add an attendee to a meeting*. The *Actions* panel should expand to look like this: ![Automator Zoom Action](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-13.png) In the *Email address* field, click on the asterisk on the right-hand side and select your WooCommerce trigger. ![Automator Action Token Selector](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-14.png) From the drop-down list that appears, select *Billing email*. This is the email address to which Zoom will extend an invitation. You can repeat this step for the *First name* and *Last name* fields. Finally select your meeting or webinar in the *Meeting* field then click **Save**. When you’re finished your action should look like this: ![Automator Zoom Action Live](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-15.png) ### **Step 6: Go Live!** Congratulations! You’ve just successfully completed your first Uncanny Automator recipe. All that’s left for you to do is to toggle your recipe from *Draft* to *Live* and watch your webinar become a web-sensation! It should look like this: ![Automator WooCommerce Zoom Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-16.png) ## **Augment Your Automations** With your first recipe up and running, it’s time to start promoting your webinars and building a loyal customer base. When you’re ready, you can upgrade to Uncanny Automator Pro and unlock your full potential. Did you know that you can record your [Zoom](https://automatorplugin.com/integration/zoom-meetings/) webinars? Why not offer your recorded webinars as downloadable products in your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store? Then send custom coupon codes exclusively to your users to encourage registration and repeat sales. With Automator Pro, it’s easier than you think. ### **Step 1: Create Your WooCommerce Product** From your WordPress Admin Sidebar, navigate to *Products* > *Add New*. In the *Product data* panel, select *Virtual* and *Downloadable*. ![WooCommerce Virtual and Downloadable Product](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-17.png) Configure the rest of your product details, including *Sold individually* under *Inventory*. You can create the product ahead of time then schedule a publish date by clicking **Edit** in the upper right-hand corner next to *Publish*. Whenever you’re finished recording and editing your webinar, upload it to your product in the *Downloadable files* field. ### **Step 2: Configure a New Action** From your WordPress Admin Sidebar, navigate to *Automator* > *All Recipes* and select *WooCommermce-ZoomMeetings: Webinar Registration*, the same recipe we created earlier. In the *Actions* panel, select *WooCommerce* then *Generate and email a coupon code to the user* from the drop-down list. ![Automator WooCommerce Action Generate Coupon](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-18.png) Automator will then allow you to configure your coupon details, including price, product and usage restrictions. ![Automator WooCommerce Coupon Details](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-19.png) You can use the email editor to customize your message and stay on brand. ![Automator WooCommerce Email Builder](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-20.png) Once you’re finished, click **Save**. ### **Step 3: Time Your Promotion** Next, you’ll want to make sure that your users only receive their coupon when it becomes relevant, i.e., after you have recorded, edited and then uploaded your webinar for purchase. To do this, Automator allows you to create delayed actions. Hover over the three dots in your *Actions* panel and click **Delay**. ![Automator Action Filter and Delay](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-21.png) Automator will prompt you to either create a time-delay for your action or to schedule a specific day and time for the action to fire. ![Automator Action Schedule Delay](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-22.png) Once you’ve configured your time-delay, click **Schedule**. Lastly, toggle your recipe from *Draft* to *Live* and sit back as your memberships grow. ![Automator WooCommerce Coupon Zoom Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/07/Host-Webinars-Like-a-Pro-with-Zoom-WooCommerce-Image-23.png) Now that you have Uncanny Automator Pro, you can make use of the advanced features. If you would like to open up your webinars to all of your site visitors, not just your users, you create a separate recipe for *Everyone*. Encourage your site guests to sign-up and become users by telling them about the great coupon that your existing users receive when they purchase a ticket to your webinar! ## **Make the Most of Zoom and WooCommerce with Automator** With [Zoom](https://automatorplugin.com/integration/zoom-meetings/) and [WooCommerce](https://automatorplugin.com/integration/woocommerce/), you can sell your webinars with ease. Once you connect these tools with Automator, however, you can unlock their true potential—and your own. How do you host and promote your webinars? What are some of the automations that would make your workflows easier? Let us know in the comments. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [How to Connect Slack to WordPress: Step by Step](https://automatorplugin.com/how-to-connect-slack-to-wordpress/) **Published:** November 30, 2021 **Author:** Sandipan **Content:** Are you planning to connect Slack to WordPress? You’re in the right place. Slack is a popular messaging platform for businesses. It allows you to send text messages and images to your team members. You can also use it to share important files with each other. You can even create private and public channels (or groups) for different teams or projects – this can be helpful for organizing your work in a better way. Connecting your WordPress site to Slack will help you to increase your productivity. You and your team can receive notifications for important events happening on your website. The tool that can connect your WordPress site to Slack is **Uncanny Automator**. It is a powerful no-code automation plugin for WordPress. And you can use it to connect WordPress plugins and popular web apps. In this article, we’ll share the step-by-step process of connecting WordPress to Slack with the help of the Uncanny Automator plugin. We’ll also discuss some useful ways in which you can use WordPress and Slack together. ## Why Should You Connect Slack to WordPress [Slack](https://automatorplugin.com/integration/slack/) is a tool that can help your team to communicate in an organized and secure manner. By connecting Slack to WordPress, you can get notifications for everything that happens on your WordPress site. Note that we are not just talking about core WordPress here. With the help of the [Uncanny Automator plugin](https://automatorplugin.com/), you can also connect WordPress plugins to Slack and receive important notifications on your Slack account. Here are some ideas for getting notifications on Slack from your WordPress site: - Someone purchases a product on your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) site - A user joins or leaves a social group on your [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) or [BuddyPress](https://automatorplugin.com/integration/buddypress/) site - Someone submits a form (built using [WPForms](https://automatorplugin.com/integration/wp-forms/), [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/), [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/),[ Ninja Forms](https://automatorplugin.com/integration/ninja-forms/), or [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/)) - Someone joins or cancels a membership - A user completes a lesson or course on your eLearning site (powered by [LearnDash](https://automatorplugin.com/integration/learndash/), [LearnPress](https://automatorplugin.com/integration/learnpress/), [LifterLMS](https://automatorplugin.com/integration/lifterlms/), or [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/)) - A person joins your [MailChimp](https://automatorplugin.com/integration/mailchimp/) or [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) mailing list - A user registers for a webinar or event The above examples are just some basic ideas. You can easily connect Slack to popular plugins and get notifications for anything you want. ## How to Connect Slack to WordPress Now that we know *why* we should connect Slack to WordPress, let’s start with the tutorial part. You’ll have to [create recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/) using the Uncanny Automator plugin to connect Slack to WordPress. And any recipe has two parts – [trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) and [action](https://automatorplugin.com/knowledge-base/managing-actions/). Uncanny Automator offers the following [3 actions for creating Slack recipes](https://automatorplugin.com/integration/slack/): - Create a Slack channel - Send a direct message to a Slack user - Send a message to a Slack channel Now, you can use the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) to follow this tutorial. The free version offers [250 app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to try out [app integrations](https://automatorplugin.com/article-categories/specialized-actions/). Once you use up the free credits, you’ll have to upgrade to the [premium version](https://automatorplugin.com/pricing/) for unlimited usage. With that said, let’s get started with the step-by-step process of connecting Slack to WordPress with the help of an example – **sending a message to a Slack channel when a blog post is published**. **Note**: We’re assuming that you’ve already installed the Uncanny Automator plugin on your WordPress site. ### Step 1: Create a Recipe The first step is to [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/). To do that, you need to head over to **Automator** -> **Add new** from the left sidebar of your WordPress admin panel. Uncanny Automator will now ask you to choose a recipe type. Since we want Slack notifications for our newly published blog posts (and a post can be published by a user with a WordPress account only), so you should select **Logged-in users** and click on **Confirm**. [![select recipe type logged-in users](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png) Next, you need to add a title for your recipe in the **Add title** box. Note that this is just for your future reference and it can be anything you like. Lets’s name our recipe **WordPress to Slack** and proceed to the next step. ### Step 2: Configure the Trigger Now it’s time to [create our trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) – **a new post is published**. To get started, you need to select the trigger integration. Since standard WordPress functions like blog posts are part of the [WordPress integration](https://automatorplugin.com/integration/wordpress-core/), you should choose **WordPress** under **Select an integration**. [![select wordpress integration](https://automatorplugin.com/wp-content/uploads/2021/11/select-wordpress-integration.png)](https://automatorplugin.com/wp-content/uploads/2021/11/select-wordpress-integration.png) Clicking on WordPress will open a list of trigger options. Go ahead to select the option – *A user publishes a type of post with a taxonomy term in a taxonomy*. [![select the trigger option](https://automatorplugin.com/wp-content/uploads/2021/11/select-the-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2021/11/select-the-trigger-option.png) You’ll see some new fields now. First, you need to select **Post** from the **Post type** dropdown since we want to get Slack notifications for our newly published blog posts. If you want to get notifications from a specific category only, then you should select **Category** under **Taxonomy** and the category name under **Taxonomy term**. However, you don’t need to change these two fields if you want to get notifications from all the categories. [![select post from post type dropdown](https://automatorplugin.com/wp-content/uploads/2021/11/select-post-from-post-type-dropdown.png)](https://automatorplugin.com/wp-content/uploads/2021/11/select-post-from-post-type-dropdown.png) Finally, you should click on the **Save** button to make your trigger live. [![make the trigger live](https://automatorplugin.com/wp-content/uploads/2021/11/make-the-trigger-live.png)](https://automatorplugin.com/wp-content/uploads/2021/11/make-the-trigger-live.png) ### Step 3: Set Up the Action Let’s [configure the action](https://automatorplugin.com/knowledge-base/managing-actions/) part now. So click on the **Add action** button to get started. Next, you need to click on **Slack** under **Select an integration**. [![select slack integration](https://automatorplugin.com/wp-content/uploads/2021/11/select-slack-integration.png)](https://automatorplugin.com/wp-content/uploads/2021/11/select-slack-integration.png) If you’re using the [Slack integration](https://automatorplugin.com/integration/slack/) for the first time, a modal window will open up and will ask you to complete the following two steps: 1. [Create a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/) if you’re using the free version or activate your license key if you’re using the premium version 2. [Connect your Slack account to Uncanny Automator](https://automatorplugin.com/knowledge-base/slack/) [![connect slack account to uncanny automator](https://automatorplugin.com/wp-content/uploads/2021/11/connect-slack-account-to-uncanny-automator.png)](https://automatorplugin.com/wp-content/uploads/2021/11/connect-slack-account-to-uncanny-automator.png) After completing the steps, you’ll see a list of Slack actions to choose from. Since we want to get notifications on a particular channel, you need to select **Send a message to a channel**. [![choose slack action](https://automatorplugin.com/wp-content/uploads/2021/11/choose-slack-action.png)](https://automatorplugin.com/wp-content/uploads/2021/11/choose-slack-action.png) Selecting that option will open up two new fields. Let’s configure them. First, you need to select the channel name from the **Slack Channel** dropdown. [![select a slack channel](https://automatorplugin.com/wp-content/uploads/2021/11/select-a-slack-channel.png)](https://automatorplugin.com/wp-content/uploads/2021/11/select-a-slack-channel.png) In the **Message** field, you can add static text and dynamic tokens. In case you don’t know, **tokens** are variables that can retrieve dynamic values from the WordPress database. To add dynamic tokens to the **Message** field, you need to click on the Asterisk icon and add tokens like **Post title** and **Post URL** to it. [![add dynamic tokens to the message field](https://automatorplugin.com/wp-content/uploads/2021/11/add-dynamic-tokens-to-the-message-field.png)](https://automatorplugin.com/wp-content/uploads/2021/11/add-dynamic-tokens-to-the-message-field.png) Here’s how the **Message** field may look like with static text and dynamic tokens: [![configure message field](https://automatorplugin.com/wp-content/uploads/2021/11/configure-message-field.png)](https://automatorplugin.com/wp-content/uploads/2021/11/configure-message-field.png) Once you’ve configured both the fields, you need to click on **Save** to make your action live. ### Step 4: Publish the Recipe After setting up your trigger and action, you need to publish your recipe by changing the toggle option in the **Recipe** box from **Draft** to **Live**. [![slack to wordpress recipe](https://automatorplugin.com/wp-content/uploads/2021/11/slack-to-wordpress-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/11/slack-to-wordpress-recipe.png) That’s it! You’ve successfully connected your WordPress site to Slack. From now on, whenever a new blog post is published on your WordPress site, you’ll receive notifications on your Slack channel. ### Connect Slack to WordPress Today Thanks to the [Uncanny Automator](https://automatorplugin.com/pricing/) plugin, you can connect WordPress to Slack and receive notifications for anything happening on your website. Note that this tutorial was just a basic example. You can easily create complex workflows by adding more triggers or actions to any recipe. For example, you can add the following actions to our “WordPress to Slack” recipe: - [Send your newly published blog post to your MailChimp list](https://automatorplugin.com/automatically-send-new-blog-posts-to-a-mailchimp-list/) - [Share your post on Facebook](https://automatorplugin.com/connect-wordpress-to-facebook/) - [Share your post with your Twitter followers](https://automatorplugin.com/share-new-wordpress-posts-on-twitter-automatically/) - [Get SMS notifications when a post is published](https://automatorplugin.com/knowledge-base/twilio/) Also, you can create unlimited workflows by connecting Slack to popular plugins like [LearnDash](https://automatorplugin.com/integration/learndash/), [GiveWP](https://automatorplugin.com/integration/givewp/), [MemberPress](https://automatorplugin.com/integration/memberpress/), [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/), [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/), [HubSpot](https://automatorplugin.com/integration/hubspot/), and [more](https://automatorplugin.com/integrations/) to get important notifications on your Slack account. Have any questions on how to connect Slack to WordPress? Feel free to comment below! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Use Cases --- ### [Pro 4.10: OpenAI, Wholesale Suite, BuddyPress and LearnDash](https://automatorplugin.com/pro-4-10-openai-wholesale-suite-buddypress-and-learndash/) **Published:** February 15, 2023 **Author:** Ryan Moore **Content:** Following [yesterday’s release of Automator 4.10](https://automatorplugin.com/new-integrations-openai-trello-clickup-wholesale-suite/), we’re excited to round out some of the new integrations with the [Uncanny Automator Pro 4.10](https://automatorplugin.com/pricing/) update. Here’s what’s new in our premium plugin: ### OpenAI Davinci model support Using [OpenAI’s](https://automatorplugin.com/integration/openai/) ChatGPT models for content generation, the free Automator release included support for 3 OpenAI models: Curie, Babbage and Ada. Today’s Pro release also adds support for Davinci, the most capable GPT-3 model (but also the slowest and most expensive). For limited AI text generation where quality is important, this model will generally be preferred. [![OpenAI Davinci for WordPress](https://automatorplugin.com/wp-content/uploads/2023/02/OpenAI-Davinci-for-WordPress-1024x640.png)](https://automatorplugin.com/wp-content/uploads/2023/02/OpenAI-Davinci-for-WordPress.png) Please note though that sending prompts to Davinci may have slow response times, often in the 15- to 30- second range. Consider lowering the maximum number of tokens in your action if you do run into any timeout issues (for more information about action settings, make sure to check out the [Knowledge Base article](https://automatorplugin.com/knowledge-base/open-ai/)). ### Wholesale Suite The introduction of [Wholesale Suite](https://automatorplugin.com/integration/wholesale-suite/) in our free version was interesting, and for many users still very useful, but the additions in Pro are where the support gets a lot more interesting. Here’s what’s new in Pro: - New trigger: A wholesale lead is approved - New trigger: A wholesale lead is rejected - New trigger: A wholesale order for a specific product is received - New action: Deactivate a wholesale customer - New action: Reject a wholesale lead - New action: Set the wholesale price of a product to a specific amount for a role That last action is going to resonate with our [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/) users; we get questions all the time about pricing products for instructors vs. school administrators vs. end users. All of them open up great new use cases. Whether it’s related to initiating workflows for new leads, removing CRM tags or access from rejected leads or deactivating a wholesale customer based on a certain number of refund requests, the new additions will be really useful to a lot of sites. [![Wholesale Suite Integration](https://automatorplugin.com/wp-content/uploads/2023/02/Wholesale-Suite-Integration-1024x396.png)](https://automatorplugin.com/wp-content/uploads/2023/02/Wholesale-Suite-Integration.png) ### LearnDash [LearnDash](https://automatorplugin.com/integration/learndash/), our most popular Automator integration, gains 2 more triggers and 1 action. Here’s what’s new: - New trigger: A user answers a quiz question correctly - New trigger: A user answers a quiz question incorrectly - New action: Unenroll the user from all courses associated with a group Let’s talk about the quiz triggers first. While we have had triggers related to scores, points, pass/fail and other things for a long time, what was missing were *question* level triggers. Maybe there’s a quiz question like, “Do you consent to sharing your results?” and it initiates a workflow based on the user’s selection, or maybe a key question for assessment knowledge transfer initiates a remedial workflow when answered incorrectly. The new action targets some niche use cases around group and course assignments. While LearnDash doesn’t support it, there are some sites where LearnDash > course mappings are overridden to make course associations to a group apply to reporting only, not student access, and the new action to unenroll users helps with course management at the individual level. Another use case applicable to more sites would be using userless groups as course templates. Here’s an example: Suppose a LearnDash site offers courses for sale to the public as well as courses specific to several organizations. Say the user is individually enrolled in 5 courses total; 3 public, 2 linked to their org. Suppose too there are 50 total org-specific courses, but users are free to enroll in them individually. When the user leaves the org, this action (to remove users from courses associated with a group) could run to revoke access to org-specific courses but leave the public enrollments untouched. It helps in situations where perhaps users could pick and choose any of the 50 courses to take, where it wouldn’t make sense to make groups for all of the courses/users because of the volume of possibilities. ### BuddyPress We had fallen a bit behind in feature parity compared to [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) (BuddyBoss usage is about 20X higher amongst Automator users), but in this release we’re catching up by adding the following triggers to [BuddyPress](https://automatorplugin.com/integration/buddypress/): - A user requests to join a specific type of group - A user creates a group - A user is removed from a specific type of group - A user leaves a specific type of group - A user rejects a friendship request - A user replies to an activity stream message - A user’s topic in a forum receives a reply There are lots of great use cases where these new triggers might be useful, from notifying admins in [Slack](https://automatorplugin.com/integration/slack/) of a request to join a group to tracking the creation of groups in [Airtable](https://automatorplugin.com/integration/airtable/) to sending members leaving a group an exit survey and removing CRM tags from their contact record. ### JetEngine This one was a popular request and a lot of work: we now support [JetEngine](https://automatorplugin.com/integration/jetengine/) Custom Post Types. We heard from more than a few users that our support for meta boxes was insufficient and that support for CPT meta fields was a pain point. As such, we’re excited to role out more comprehensive JetEngine support for a full variety of field types. ### New tokens [Groundhogg](https://automatorplugin.com/integration/groundhogg/) and [LearnDash](https://automatorplugin.com/integration/learndash/) users, we heard your concerns and responded. Groundhogg gains conditions for “a user has a tag” and “a user does not have a tag”, while LearnDash gets a condition for “a user is **not** enrolled in a course”. Maybe you only want to send course completion certificates to users with a particular Groundhogg tag who are also not enrolled in a remedial course. Now you can do it! That wraps up the highlights for the Uncanny Automator Pro 4.10 release. We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integrations: OpenAI, Trello, ClickUp & Wholesale Suite](https://automatorplugin.com/new-integrations-openai-trello-clickup-wholesale-suite/) **Published:** February 14, 2023 **Author:** Ryan Moore **Content:** It’s time for another big release! We’re excited to introduce 4 new integrations in the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), including OpenAI, Trello, ClickUp and Wholesale Suite. The 4.10 release also includes several new features and improvements. Why 4.10? Uncanny Automator 5.0 will be a *huge* update that will add huge new features that change a lot of the architecture, so we’re not quite there yet. We couldn’t wait to get these big integrations out though (we’ve had so many ChatGPT requests over the past month!); we can assure you that 5.0 will be worth the wait. We also needed to get this release out before WordCamp Asia, since several of our Uncanny Automator developers will be attending. If you see anyone in an Uncanny Automator shirt, make sure to say hi! ### OpenAI We have worked tirelessly over the past month to build a fantastic new integration for [OpenAI](https://automatorplugin.com/integration/openai/), including some major architectural changes that allow us to send prompts to OpenAI, wait for a response, then include that content in other actions. The new integration supports 1 new action: **Use a prompt to generate text**. Here’s what it looks like: [![OpenAI WordPress integration](https://automatorplugin.com/wp-content/uploads/2023/02/OpenAI-WordPress-integration.png)](https://automatorplugin.com/wp-content/uploads/2023/02/OpenAI-WordPress-integration.png) We offer a lot of control with the integration, including settings for the Model ([Ada, Babbage and Curie](https://platform.openai.com/docs/models/overview)), Temperature and Maximum length (in tokens). Why no Davinci in the free version? It’s mostly because it’s very slow, in some cases requiring 15-30 seconds to return a response, and that level of latency benefits from delays that are only available in Automator Pro. The use cases, of course, are endless. During development, one of our developer’s first tests was building a WhatsApp chatbot that collected incoming messages in [WhatsApp](https://automatorplugin.com/integration/whatsapp/), passed them to OpenAI, and sent the reply back to the user in WhatsApp. It was a fully functional chatbot that took about 2 minutes to build the recipe and test it. We know another common use case will be taking form submissions as prompts and using Automator recipes to convert AI-generated content into posts or elearning course content. Or perhaps new forum posts will have an initial AI-generated response to try to help users with immediate issues. To use OpenAI responses in your actions, you will need to use *action tokens* and choose the “Response” token that’s available for your OpenAI action. See the screenshot below. It’s also important that any actions that use the response come *after* the action that generates the response. [![OpenAI Action Tokens](https://automatorplugin.com/wp-content/uploads/2023/02/OpenAI-action-tokens.png)](https://automatorplugin.com/wp-content/uploads/2023/02/OpenAI-action-tokens.png) This is a huge integration that’s poised to transform what’s possible with WordPress sites, so we hope you’ll share your ideas for AI-powered recipes in the comments for other Automator users. ### Trello Ever wish form submissions that include feature requests could automatically create new [Trello](https://automatorplugin.com/integration/trello/) cards or checklists? Now you can link WordPress activity and feedback with your favourite project management platform. The Automator 4.10 release adds these new Trello actions: - Add a comment to a card - Add a label to a card - Add a member to a card - Create a card - Create a checklist item in a card - Update a card Forum comments, form submissions, incoming webhook data, post comments– if you can think of it, you can probably now connect any content updates to cards and checklists in [Trello](https://automatorplugin.com/integration/trello/). ### ClickUp Do you use [ClickUp](https://automatorplugin.com/integration/clickup/) instead of Trello? Uncanny Owl’s internal project management tool of choice, ClickUp is a highly flexible and powerful Project Management (and a lot more) app. Here are the actions that Uncanny Automator now supports in the free version: - Add a comment to a specific task - Add a tag to a specific task - Create a list in a specific folder - Create a task in a specific list - Delete a specific task - Remove a tag from a specific task - Update a task in a specific list There’s a lot there, with many similar use cases to what we offer with the new Trello integration. Create tasks based on user submissions, update tasks with comments based on Help Desk replies, have subscription cancellations create a list and more. ### Wholesale Suite The [Wholesale Suite](https://automatorplugin.com/integration/wholesale-suite/) bundle of [WooCommerce](https://automatorplugin.com/integration/woocommerce/) plugins adds crucial B2B features to WooCommerce stores. The new integration for Uncanny Automator 4.10 adds 2 new triggers and 1 action: - New trigger: A wholesale lead is created - New trigger: A wholesale order is received from a user with a specific role - New action: Approve a wholesale lead Popular use cases might include adding a wholesale lead to a mailing list and onboarding campaign, approving a wholesale lead on completion of an introductory course, or perhaps having whole orders from instructors generate and send a set of [Uncanny Codes](https://automatorplugin.com/integration/uncanny-codes/) that can be redeemed by students for access to a social group in [BuddyBoss](https://automatorplugin.com/integration/buddyboss/). ### The rest Besides the 4 new integrations for users of the [free Uncanny Automator plugin](https://wordpress.org/plugins/uncanny-automator/), the 4.10 release adds several additional features. The [LinkedIn integration](https://automatorplugin.com/integration/linkedin-pages/) gains an action to **publish a post with an image to a LinkedIn page**. Like the other LinkedIn action to publish a post, this action uses our credit system. [Facebook Pages](https://automatorplugin.com/integration/facebook/) and [Twitter](https://automatorplugin.com/integration/twitter/) allow the use of an Image ID in Image URL fields so that it’s easier to work with images from the media library. Work with the “Post excerpt” token to publish post content to social media? If an excerpt isn’t defined for a post but you use the “Post excerpt” token, Automator will now automatically generate an excerpt with up to 15 words of text so that excerpts are more likely to fit within character limits in social media apps. That wraps up the Automator 4.10 release. We hope you find the new additions useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Generate More Leads with Your WordPress Form Plugin & Automator](https://automatorplugin.com/how-to-generate-more-leads-with-your-wordpress-form-builder-automator/) **Published:** December 13, 2022 **Author:** Brendan Da Costa **Content:** *In this step-by-step guide, we’ll show you how to generate more leads with your WordPress form builder and Uncanny Automator.* ![How to Generate More Leads with Your WordPress Form Builder & Automator Feature Image](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-Feature-Image.png) Short of dropping your business cards from a questionably air-worthy crop duster, web-based forms are one of the best ways to generate leads and improve conversions. In fact, according to [Venture Harbour](https://www.ventureharbour.com/multi-step-lead-forms-get-300-conversions/), a well-placed multi-step form can turn as much as 53% of your site visitors into leads. In this post, we’ll show you how to use Uncanny Automator to generate more leads with your WordPress form builder—no pilot license required. ## **Get Your Form Into Form** Most WordPress form builders come with a drag-and-drop interface and, while it definitely makes them easy to use, it doesn’t necessarily mean that your forms are optimized for performance. With these quick suggestions, however, you can whip your forms into form. We promise, it’s a lot easier than flying a prop plane. ### **1. Make an Offer They Can’t Refuse** No one likes to give up something for nothing, even if it’s just their email address. Use offers like store credit, coupons, contests and raffles or free estimates to encourage your site visitors to fill out your forms. ### **2. Keep It Quick, Cordial and Concise** Only ask for the information that you absolutely need to have. For most forms, names and email addresses are all that you need to start building leads. Additional site behaviors such as purchases, page/product views or even login details can later help you refine your lead targeting. ### **3. Make It Mobile** According to [Statista](https://www.statista.com/statistics/306528/share-of-mobile-internet-traffic-in-global-regions/), more than half of global web page views (57%) originate from mobile devices. Design your forms with tablets and smartphones in mind. WordPress page-builders like [Elementor](https://automatorplugin.com/integration/elementor/) and [Divi](https://automatorplugin.com/integration/divi/) offer responsive design interfaces to make this process easier. ### **4. Forms Follow Function** Design your forms with function in mind. Create sequential fields that build on previous information, keep color contrasts high to create intrigue and increase engagement and don’t forget alt text for the visually impaired. Additionally, forms that are on-brand can help instill an implicit sense of trust between you and your site visitors. ### **5. The Truth, the Whole Truth, Nothing But the Truth** Be upfront with your site visitors about the data that you’re collecting and what you intend to do with it. This information should be laid out in your site’s privacy policy but, realistically, apart from the lawyers in the crowd, just about no one is going to read through all of that legalese. Briefly reiterate the key components of your privacy policy with a quick pop-up window or checkbox to ensure your visitors understand your data-gathering practices. ![Uncanny Automator Icon Machine](https://automatorplugin.com/wp-content/uploads/2022/11/mascot-machine-pose-512px.png) Now that your forms are, well, in form, it’s time to start generating leads and boosting those conversion rates. This is where [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) steps in—and promptly puts your marketing on high-flying autopilot. ## **Connect WPForms to HubSpot** Turn your contact form into a lean, mean, lead-generating machine with [WPForms](https://automatorplugin.com/integration/wp-forms/) and [HubSpot](https://automatorplugin.com/integration/hubspot/). With this automation, you can add both site members and visitors to your contact list so that your sales team will never have a shortage of leads. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone* and click **Confirm**. ![Automator Recipe Type Selector Everyone](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-1.png) ### **Step 2: Name Your Recipe** Give your recipe a title that makes it easy to recognize at a glance. We’ve named this recipe *WPForms-HubSpot: Contact List* so that we know the integrations involved and the purpose. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, click **WPForms**. From the drop-down list that appears, select *A form is submitted*. Automator will then prompt you to select your contact form. After you’ve selected the right form, click **Save**. ![Automator WPForms Trigger A user submits a form](https://automatorplugin.com/wp-content/uploads/2022/11/WPForms-Contact-Form-rigger.gif) ### **Step 4: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **HubSpot**. ![Automator Action Integration Menu HubSpot](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-3.png) From the drop-down list that appears, select *Create/Update a contact in HubSpot*. ![Automator HubSpot Action Create/Update a contact in HubSpot](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-4.png) Automator will present you with an editor to input your new lead’s contact information. In the *Email address* field, click the **Asterisk** (the token icon) then select *Form: Contact Form is submitted* > *Email*. ![Automator HubSpot Action Email Token](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-5.png) You can use *Custom fields* to fill out additional information about your new HubSpot contact to create more detailed leads. ![Automator HubSpot Action Custom Fields](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-6.png) When you’re finished, click **Save**. ### **Step 5: Go Live and Grow Your Leads!** In the *Recipe* box on the upper right-hand side of the screen, toggle your recipe from *Draft* to *Live*. Your finished recipe should look like this: ![Automator WPForms HubSpot Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-7.png) With this automation, you’ll be generating leads faster than you can draft email marketing campaigns! If you really want to give your contact form submission some much-needed jet fuel, then add a few more actions to start sorting your new contacts into lists. For example, we’ve added some actions and filters to sort our new contacts into lists based on their email domains. ![How to Generate More Leads with Your WordPress Form Builder & Automator HubSpot Actions with Filters](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-25.png) ## **Connect Formidable Forms to ActiveCampaign** Now that your contact list is growing, you’ll want to develop more targeted email campaigns to improve your conversion rates. This recipe connects [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) to [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) so that you can tag your customers based on how they signed up for your newsletter. In this example, we add a tag to our new contacts to show that they’ve signed up for our newsletter via our contact form. ### **Step 1: Configure Your Contact Form** Include a *Checkbox* field in your contact form with at least two options (opt-in and opt-out). ![WPForms Contact Form Checkboxes](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-8.png) ### **Step 2: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Everyone* and click **Confirm**. ### **Step 3: Name Your Recipe** We’ve named this recipe *Formidable Forms-ActiveCampaign: Newsletter Contact Form Opt-in.* ### **Step 4: Configure Your Trigger** In the *Triggers* panel, click **Formidable Forms**. From the drop-down list that appears, select *A form is submitted with a specific value in a specific field*. Select your contact form and the field with your opt-in/opt-out checkboxes then type the opt-in response into the *Value* field. When you’re finished, click **Save**. ![Automator Formidable Forms Trigger](https://automatorplugin.com/wp-content/uploads/2022/11/Formidable-Forms-Trigger.gif) ### **Step 5: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **ActiveCampaign**. ![Automator Actions Integrations ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-10.png) From the drop-down list that appears, select *Add a contact to ActiveCampaign* and fill out the new contact’s information just as we did in the previous recipe. Make sure to check the box labeled *If the contact already exists, update their info*. ![Automator ActiveCampaign Actions If the contact already exists...](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-11.png) Click **Save** then click **Add action** and **ActiveCampaign**. From the drop-down list that appears, select *Add a tag to a contact*. ![Automator ActiveCampaign Actions Add a tag to a contact](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-12.png) Automator will then prompt you to select the tag. We’ve selected our *Newsletter* tag and the email token in the *Email* field. Click **Save**. When you’re finished, your actions should look like this: ![How to Generate More Leads with Your WordPress Form Builder & Automator ActiveCampaign Actions](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-27.png) ### **Step 6: Go Live and Spread the News** In the *Recipe* box on the upper right-hand side of the screen, toggle your recipe from *Draft* to *Live*. Your finished recipe should look like this: ![How to Generate More Leads with Your WordPress Form Builder & Automator Formidable Forms-ActiveCampaign Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-28.png) ## **Connect Fluent Forms to WooCommerce** Surveys help you gather feedback to improve your products and services—they’re also an opportunity to hone your leads. But sometimes, customers are a little too busy enjoying your products to remember to tell you how great they are. With this automation, you can gently remind your customers to complete your surveys with specially generated [WooCommerce](https://automatorplugin.com/integration/woocommerce/) coupons. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ![Uncanny Automator Recipe Type Selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png) ### **Step 2: Name Your Recipe** We’ve named this recipe *Fluent Forms-WooCommerce: Survey Coupon*. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, click **Fluent Forms**. From the drop-down list that appears, select *A form is submitted*. Automator will prompt you to select your survey form then click **Save**. ![Automator Fluent Forms Trigger](https://automatorplugin.com/wp-content/uploads/2022/11/Fleunt-Forms-Trigger.gif) ### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **WooCommerce**. ![Automator Actions Integrations WooCommerce](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-17.png) From the drop-down list, select *Generate and email a coupon code to the user*. ![Automator WooCommerce Action Generate and email a coupon code to the user](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-18.png) Automator will present you with an editor where you can fill in details such as the discount type, amount, limit usage, expiry date, etc. At the bottom of the editor, you can draft the email message that your survey participants will receive. ![Automator WooCommerce Email Editor](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-19.png) When you’re finished, click **Save**. Your action should look like this: ![Automator WooCommerce Action Generate and email a coupon code to the user Live](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-20.png) ### **Step 5: Go Live and Get Feedback!** You could always fire up that rusty old crop duster to distribute coupons… or you could just toggle this recipe from *Draft* to *Live*. ![Automator Fluent Forms WooCommerce Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-21.png) ## **High-Flying Automations** Now that you’ve gotten the hang of flying—marketing automation style—you can start to pull off some truly impressive aerial stunts. Grab hold of that throttled (a.k.a. computer mouse) and give these recipes a try. ### **Target Your Leads** In this recipe, we use the same [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/) survey to target leads with more relevant content. If, on a scale from 1-10, a customer rates a product between 7-10 in the survey, we’ll automatically add a [Groundhogg](https://automatorplugin.com/integration/groundhogg/) tag indicating this product preference. Additionally, a second action notifies our sales team on [Slack](https://automatorplugin.com/integration/slack/) so that they can start to pick out similar or complementary products. ![How to Generate More Leads with Your WordPress Form Builder & Automator Fluent Forms, Groundhogg and Slack Recipe](https://automatorplugin.com/wp-content/uploads/2022/12/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-26.png) Note: at the top of the *Triggers* panel, we’ve selected *Any* so that the recipe will run in the event of any of the triggers being satisfied. ### **Publish Your Reviews** Use recipes in conjunction with one another to create even more powerful marketing automations. This first recipe will send a text message with a link to a product review form one week after a customer purchases any product from our [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store. ![Automator WooCommerce Twilio Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-23.png) With the use of some tokens, this second recipe then posts the customer’s review to the product page once they have completed the product review form. ![Automator Fluent Forms WordPress Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/How-to-Generate-More-Leads-with-Your-WordPress-Form-Builder-Automator-24.png) Now, how’s that for an aerial backflip? ## **Keep Automating (and Flying)** You now have tons of ways to generate leads and improve your sales with your WordPress form builder. And, as promised, you never had to taxi for take-off or landing. Now that you’re a marketing automation ace, we would love to know how you use your web based forms. Let us know in the comments section below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [New integrations: Thrive Leads, Thrive Apprentice, ConvertKit & Drip](https://automatorplugin.com/new-integrations-thrive-leads-thrive-apprentice-convertkit-drip/) **Published:** January 18, 2023 **Author:** Ryan Moore **Content:** We’re excited to announce the first Uncanny Automator release of 2023, and it’s a big one! Before we jump in, let’s recap some of Automator’s numbers from 2022, as it was our best year ever. Last year, we: - Released **48** total Automator updates (32 releases for Automator Free and 16 for Pro, most with dozens of new features). - Added a whopping **34** new integrations to Automator. We weren’t just churning out simple webhooks-based integrations either; these were deep, comprehensive integrations that opened up a ton of new use cases for our users. - Had over 3,500 conversations with Automator users, an increase of 30% over 2021. Of those conversations, customers rated 98% of their interactions as “great”. - Grew to well over 20,000 active installs. - Earned *only* 5-star reviews on WordPress.org. [Check them out](https://wordpress.org/support/plugin/uncanny-automator/reviews/?filter=5)! [![Uncanny Automator Reviews](https://automatorplugin.com/wp-content/uploads/2023/01/Uncanny-Automator-Reviews.png)](https://automatorplugin.com/wp-content/uploads/2023/01/Uncanny-Automator-Reviews.png) While we’re only in January, 2023 promises to be an even bigger year for Uncanny Automator. We can’t wait to show you some of what’s coming to Automator… So we won’t wait! Let’s jump in to what’s new in [Uncanny Automator 4.9](https://wordpress.org/plugins/uncanny-automator/), the free version of our #1 no-code automation plugin for WordPress. ### Thrive Leads Yes, by popular request, we’re starting to add some integrations for Thrive products. There’s a loyal fanbase out there and we’re thrilled to start adding support for Thrive. The new [Thrive Leads](https://automatorplugin.com/integration/thrive-leads/) integration adds these triggers to our free version: - A form is submitted - A registration form is submitted - A user submits a form With those additions, no matter the form type or whether the user is logged in or out, we have you covered. These triggers allow recipes like passing entries over to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) for reporting, sending a lead a coupon code with [WooCommerce](https://automatorplugin.com/integration/woocommerce/), enrolling the user in a sample course, etc. ### Thrive Apprentice At Uncanny Owl we’re still best known for [our LMS products](https://www.uncannyowl.com/plugins/), so taking a deep dive into [Thrive Apprentice](https://automatorplugin.com/integration/thrive-apprentice/) was an interesting challenge for our team. Its approach to learning with WordPress is quite different than the elearning products we typically work with, so we uncovered some interesting use cases for niche training situations. In the free release, the following triggers are now available: - A user completes a lesson in a course - A user completes a module in a course These completion triggers allow options like adding the student to an upcoming webinar, adding a CRM tag, notifying the user’s manager, compiling a list of completions in [Airtable](https://automatorplugin.com/integration/airtable/), etc. We know, the list is a *little* light here, but a LOT has been added for [Automator Pro](https://automatorplugin.com/pricing/) users. There are a few extras coming to our free users in the next release too. ### ConvertKit One of 2 new CRM integrations in today’s release, our [ConvertKit](https://automatorplugin.com/integration/convertkit/) integration adds 4 new actions: - Add a subscriber to a form - Add a subscriber to a sequence - Add a tag to a subscriber - Remove a tag from a subscriber You could even combine these with our Thrive updates to create recipes where a Thrive Apprentice completion record tags a user or adds them to a sequence in ConvertKit. ### Drip Another popular CRM platform, [Drip](https://automatorplugin.com/integration/drip/) was a customer request that’s now supported in our free version. The new integration supports a number of new actions, including: - Add a subscriber to a campaign - Add a tag to a user - Create or update a subscriber - Delete a subscriber - Remove a subscriber from a campaign - Remove a tag from a subscriber - Unsubscribe a subscriber from all mailings Certainly the list is pretty heavy on campaign management and tagging, which opens up a lot of scenarios for contact management inside WordPress. Want to manage mailing lists and GDPR requests on the WordPress site with your favourite plugin integration? No problem. Add and remove tags based on user behaviour, so maybe when a user joins or leaves a social or learning group in WordPress the associated tag is added or removed from Drip. ### Third-party integrations We’ve had a few third-party developers build their own integrations for Uncanny Automator, whether it’s something public they sell, an add-on for their own plugins, or something custom for a client. Just last week, the [Better Messages plugin](https://wordpress.org/plugins/bp-better-messages/) released their own native Automator integration. We’re always thrilled to see the Automator ecosystem grow and really appreciate the support from the WordPress developer community. To help with discovery and promote third-party developers, we will be adding integrations developed, released and supported by third party developers to our website in the next week. These integrations will be clearly labelled as third party but the listing should help our users find additional uses for Automator. ### Other updates Automator attracts a pretty surprising amount of abuse, especially from sites trying to exploit our social posting capabilities. The day before this release, we saw one site try to send 200,000 Facebook Group calls. [Twitter](https://automatorplugin.com/integration/twitter/) is also a frequent target for abusers, so in today’s release we’re making it possible for higher-volume users to route Twitter requests through their own Twitter app. This optional setting, which can be exposed by visiting the Twitter settings page and appending “&allow-user-app=1” to the URL, looks like this: [![Custom Twitter app settings](https://automatorplugin.com/wp-content/uploads/2023/01/Custom-Twitter-app-settings-1024x746.jpg)](https://automatorplugin.com/wp-content/uploads/2023/01/Custom-Twitter-app-settings.jpg) While optional, using this setting is recommended for accounts posting more than 100 tweets to Twitter per day. [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/) users get over 10 new tokens related to memberships, so if you found token selection insufficient (especially related to subscription and discount details), you’re in for a treat. For our social media posters, our [Facebook](https://automatorplugin.com/integration/facebook/), [Instagram](https://automatorplugin.com/integration/instagram/) and [LInkedIn](https://automatorplugin.com/integration/linkedin-pages/) actions now all support multiple line-breaks in the body of your messages. [Help Scout](https://automatorplugin.com/integration/help-scout/) users, there are a variety of new additions, including choosing ratings for the “a satisfaction rating is received” trigger and targeting “any conversation” in the “conversation receives a reply from a customer” trigger. For the full list of updates, make sure to check out the [Uncanny Automator changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Pro 4.9: Thrive Apprentice, BuddyBoss & More](https://automatorplugin.com/pro-4-9-thrive-apprentice-buddyboss-more/) **Published:** January 18, 2023 **Author:** Ryan Moore **Content:** [Uncanny Automator Pro 4.9](https://automatorplugin.com/pricing/) is now available. Our first Pro release of 2023 adds almost 20 new triggers and actions, multiple improvements and some new action tokens. ### Thrive Apprentice While we introduced the [Thrive Apprentice integration](https://automatorplugin.com/integration/thrive-apprentice/) in today’s Automator 4.9 release, the Pro update really brings it to life. Here’s what’s new in the Pro integration: - Trigger: A user makes a purchase - Trigger: A user starts a module in a course - Trigger: A user attempts to access a restricted course - Trigger: A user progresses in a course - Trigger: A user starts a course - Trigger: A user starts a lesson in a course - Action: Grant the user access to a product - Action: Remove the user’s access to a product If you’re a Thrive Apprentice user, these new capabilities will let you build personalized learning paths and experiences with ease. When a user starts a course, trigger an onboarding automation in [ConvertKit](https://automatorplugin.com/integration/convertkit/) and send the user a congratulatory message via SMS. If the student doesn’t go on to complete the course in 30 days, notify their manager and add the user to a report in [Google Sheets](https://automatorplugin.com/integration/google-sheets/). The possibilities are endless. ### BuddyBoss While we already have *lots* of [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) support, Automator Pro 4.9 adds even more, mostly at the request of our customers. Here are the new triggers: - A user requests to join a specific type of private group - A user creates a group - A user is removed from a specific type of group - A user leaves a specific type of group - A user rejects a friendship request - A user replies to an activity stream message - A user’s topic in a forum receives a reply There are lots of interesting recipes with these new additions. When users create a new BuddyBoss group, create a [LearnDash](https://automatorplugin.com/integration/learndash/) group with [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/) support for 50 seats and the creator as the new Group Leader. When a user leaves a specific group, send an exit survey with questions related to that group. When a user’s forum topic receives a reply, notify them in [WhatsApp](https://automatorplugin.com/integration/whatsapp/). ### Additional updates [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) gains a pretty cool new action: Extend a user’s subscription to a specific product by a number of days. Perhaps completing extra activities on a site, like participating in discussions or submitting extra assignments, extends a user’s subscription without having to pay for it. The [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) integration adds one new action: Update the author of a post. That applies to any post type, so an example that came to us from a user wanting to post several directory pages that users could pay for to “claim”, with Automator switching the author of the post to that user on purchase (as long as it wasn’t already claimed). If you use [WP Multisite](https://automatorplugin.com/integration/wordpress-multisite/), that integration adds one new action: Add a specific user to a specific subsite. Automator keeps making it easier and easier to manage users across complex multisite networks. On the action token side, [Fluent Support](https://automatorplugin.com/integration/fluent-support/) gains action tokens for “Ticket ID” and “Ticket URL”, while [GamiPress](https://automatorplugin.com/integration/gamipress/) adds “The user’s previous points total” and “The user’s new points total”. For the GamiPress tokens, we had some customer examples where Automator was used to perform calculations, but the actions needed to output both before and after values. The new tokens make this much easier. Those are the highlights for Uncanny Automator Pro 4.9! We hope you find them useful. The full list of updates is available in the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Automatically Add WPForms to Google Sheets](https://automatorplugin.com/how-to-automatically-add-wpforms-to-google-sheets/) **Published:** May 25, 2021 **Author:** Colin Newcomer **Content:** Searching for a way to connect WPForms to Google Sheets so that you can automatically add new submissions to a spreadsheet? In this post, we’ll show you how you can use [Uncanny Automator](https://automatorplugin.com/) to add new form submissions to Google Sheets – even if you’re using the free version of WPForms! *It also works with the premium version, of course*. This method doesn’t rely on Zapier and it gives you a lot of flexibility, even letting you use conditional logic to only add submissions if users answer the form in a certain way. And best of all, there are no per-transaction fees! Uncanny Automator lets you automate all types of actions on your WordPress site using “recipes”. A recipe has two parts: - **Trigger** – this can be anything, like a person submitting a form by WPForms. - **Action** – this is what Uncanny Automator does after the trigger. It can also be anything, like adding a new row in Google Sheets with data from your form. You can use this type of automation for a ton of different form types: - **Surveys** – feed submissions into Sheets for easy analysis and reporting. - **Registration** – add new registrants to Sheets so that you can easily keep track of them. - **Lead capture** – once you add people to Sheets, you can easily store their data and add it to another tool if needed. - …**more!** – this isn’t a complete list, and you might have your own use cases. Keep reading and we’ll show you step-by-step how to set it up… ## How to Connect WPForms to Google Sheets With Uncanny Automator Uncanny Automator has both a free version and a paid version with more features. You can automate WPForms submissions with the free version, but you’ll need the paid version to add data to Google Sheets, which means you’ll need the paid version to follow this tutorial. [The paid version](https://automatorplugin.com/pricing/) starts at $149 and includes *all* the triggers and actions – that means you can use it for a lot more than just connecting WPForms to Google Sheets – [check out all the triggers and actions here](https://automatorplugin.com/all-triggers-and-actions/). The paid version also supports form submissions by anonymous users. And unlike Zapier, there are no per-transaction fees! The basic process for connecting WPForms to Google Sheets is as follows: 1. Set up your spreadsheet in Google Sheets. 2. Connect the Uncanny Automator plugin to your Google account (*so that it can access Google Sheets*). 3. Create a recipe. 4. Choose your trigger – a new form submission. 5. Choose your action – create a row in Google Sheets. 6. Publish your recipe. **Note** – Uncanny Automator only lets you add new rows to Google Sheets – you can’t automatically edit or delete rows (*though you could manually edit or delete information from the Sheets interface*). To get started, make sure that you’ve [purchased and installed the premium version of Uncanny Automator](https://automatorplugin.com/pricing/). We’ll also assume that you’ve already created the form that you want to use with WPForms. There’s no extra configuration in the WPForms interface, so you can just set that up like you normally would. ### 1. Set Up Your Spreadsheet in Google Sheets Before you set things up in WordPress, you first need to set up the spreadsheet to which you want to add data from your form. There’s nothing complex here – you just need to add column headers for all of the different data that you want to collect. You can add data from all the form fields or you can just choose specific form fields to add to Google Sheets. You can also add form metadata, such as the date and time that a person submitted the form. To get started, [create a new sheet](https://sheets.new/). Then, add a column heading for each piece of information that you want to store. For example, if your form looks like this: ![WPForms form](https://automatorplugin.com/wp-content/uploads/2021/09/WPForms-to-Google-Sheets-form.png) Then you would set up Google Sheets like below if you want to capture all of the form fields and the submission date in Google Sheets: ![Spreadsheet in Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-2-1024x517.png) ### 2. Connect Your Google Account Now, you can head to your WordPress dashboard to set up everything else. First, you need to connect Uncanny Automator to your Google Account so that it can access Google Sheets. Go to **Automator → Settings → Google** and click the **Connect an account** button: ![How to connect Google account](https://automatorplugin.com/wp-content/uploads/2021/05/connect-google-1-1024x689.png) This will launch the standard Google authorization process – just choose the Google account you want to use and click **Allow** to grant Uncanny Automator the permissions that it needs: ![Allow access](https://automatorplugin.com/wp-content/uploads/2021/05/connect-google-2-1024x703.png) You’ll then need to confirm those permissions again: ![Allow access to Google Account](https://automatorplugin.com/wp-content/uploads/2021/05/connect-google-3-1024x799.png) And then you should be taken back to your WordPress dashboard and see a success message. ### 3. Create a New Recipe Next, go to **Automator → Add new** to [create a new recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/). You have two options for your recipe type: 1. **Logged-in users** – choose this if only logged-in WordPress users will fill out your form. 2. **Everyone** – choose this if you’ll be having visitors fill out your form. **Most WPForms users will fit into this scenario**. ![Choose recipe type](https://automatorplugin.com/wp-content/uploads/2021/09/Choose-recipe-type.png) You can also give your recipe a name to help you remember it. ### 4. Configure Your Trigger (New WPForms Submissions) Next, you need to choose [your trigger](https://automatorplugin.com/knowledge-base/what-is-a-trigger/). If you have WPForms installed, you should see an option for WPForms: ![Add WPForms trigger](https://automatorplugin.com/wp-content/uploads/2021/09/Add-WPForms-trigger.png) Then, you can choose between two options: 1. You can add *all* WPForms submissions (*to a specific form*) to Google Sheets. 2. You can only add a submission if there’s a specific value in a certain field (*conditional logic*). We’ll add all form submissions in this tutorial, but the basic idea is the same with conditional logic: ![Choose trigger type](https://automatorplugin.com/wp-content/uploads/2021/09/Choose-trigger-type.png) Then, choose the specific form that you want to use from the drop-down and save your changes: ![Choose your form](https://automatorplugin.com/wp-content/uploads/2021/09/Choose-your-form.png) Now, it’s time to configure the action. ### 5. Configure Your Action (Add a Row to Google Sheets) If you set up a logged-in recipe type, you just need to configure [your action](https://automatorplugin.com/knowledge-base/actions/) next, which is adding a row to Google Sheets. If you set up an anonymous recipe (*which is what most WPForms users should choose*), you’ll also need to route your action through a WordPress user. You can use Automator to create a user based on a WPForms submission, but for this example let’s assume a user isn’t directly tied to the recipe, so we’ll create a WordPress placeholder user and route data through that user. This is a bit of a quirk in how Uncanny Automator functions when there’s no WordPress user is involved, since Automator always expects to run recipes on users. #### Set Up User (Anonymous Recipe) First, create a Subscriber user in WordPress. You can use any details you want, but after creation, note the ID of the user. (When you edit a user you’ll see a URL like this in the address bar: /wp-admin/user-edit.php?user\_id=261. In this example, “261” is the ID of the user that you will need for the next steps.) Let’s do the user part first – again, you’ll only see this if you chose the **Anonymous** recipe type in Step #2. Choose **Existing user**: ![et up user](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-7-1024x518.png) Set the **ID** equal to the value of the placeholder user you created and then choose **Do nothing**. #### Set Up Action Next, click the **Add action** button below and choose **Google Sheets**: ![Add Google Sheets action](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-9-1024x889.png) Then, choose to **Create a row**: ![Choose add row](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-10-1024x797.png) Now, you need to use the drop-downs to choose the spreadsheet to which you want to add content – you can search for the name to find it. Once you’ve selected the spreadsheet and worksheet, click the **Get columns** button: ![Get columns from Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-11-1024x985.png) This will import the actual columns from your spreadsheet. Now, you can map the fields from your form and basic metadata to the columns in your spreadsheet by adding dynamic tokens. You can use **Common** tokens to insert basic information about the form or use **Trigger** tokens for more specific information. To fill out the Google Sheet, use **Trigger** tokens: ![How to Automatically Add WPForms to Google Sheets Trigger Tokens](https://automatorplugin.com/wp-content/uploads/2021/05/How-to-Automatically-Add-WPForms-to-Google-Sheets-Trigger-Tokens.gif) When you’re finished, it should look something like this: ![How to Automatically Add WPForms to Google Sheets Trigger Tokens Complete](https://automatorplugin.com/wp-content/uploads/2021/05/How-to-Automatically-Add-WPForms-to-Google-Sheets-Trigger-Tokens-Complete.png) ### 6. Publish Your Recipe to Start Automating Now, you’re ready to make your automation live. To do that, click the toggle in the sidebar: ![Publish your recipe](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-15-1024x788.png) You can give it a test now. Go to your form and submit some dummy data: ![A filled out form](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-16-1024x904.png) As soon as you submit the form, you should instantly see the information in Google Sheets: ![Information in Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/05/wpforms-to-google-sheets-17-1024x399.png) ## Connect WPForms to Google Sheets Today Whether you’re using the free or paid version of [WPForms](https://wpforms.com/), Uncanny Automator makes it easy to automatically add new form submissions to Google Sheets. But here’s the neat thing: Beyond Google Sheets, Uncanny Automator can also help you automate WPForms in lots of other ways, such as registering form submitters for a GoToTrainer session, updating user profile information, [creating user registration forms](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-wpforms/), and lots more. To get some more ideas, [check out this page](https://automatorplugin.com/integration/wp-forms/). Still have any questions about how to set this up? Let us know in the comments! ![author avatar](https://secure.gravatar.com/avatar/42aa991c5e5152c551c3ca3aa09e84d6e08a3a40420e566d930ab289160b09bc?s=300&d=mm&r=g) Colin Newcomer Colin Newcomer is a freelance writer and long-time Internet marketer. He specializes in writing about WordPress and digital marketing. He lives a life of danger, riding a scooter through the chaos of Hanoi. [See Full Bio](https://automatorplugin.com/author/colincnewcomer-com/) [ ](https://automatorplugin.com/author/colincnewcomer-com/) **Categories:** Use Cases --- ### [Automator 4.8: 20,000 Installs, Help Scout & WS Form LITE](https://automatorplugin.com/automator-4-8-ws-form-help-scout/) **Published:** December 8, 2022 **Author:** Ryan Moore **Content:** Last week [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) achieved a huge milestone: we crossed the 20,000 active install barrier. If you’re keeping track, this time 2 years ago we had *just* crossed 3,000 active installs. Our team is thrilled at the growth rate and response from our users, and we can’t wait to add even more features to help secure our place as a must-have WordPress plugin. Speaking of more features, Uncanny Automator 4.8 is now available! This will be the last major release of 2022, so we’re making it count. ### New feature: All vs. Any operators for triggers Uncanny Automator has always supported an unlimited number of triggers for [Logged In recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/). Since we launched Automator, recipes would always run when *all* triggers in the recipe were complete. In 4.8, now you have a choice: actions can run when *all* triggers are completed, or actions can run when *any* of the triggers are completed. When you create or edit a recipe with more than 1 trigger using Automator 4.8, a selection will appear at the top of the trigger section: [![All vs. any operators](https://automatorplugin.com/wp-content/uploads/2022/12/All-vs.-Any-operators-for-triggers.png)](https://automatorplugin.com/wp-content/uploads/2022/12/All-vs.-Any-operators-for-triggers.png) If you want actions to run when all triggers are completed, leave the default “All” option selected. If only *one* of the triggers needs to be completed to run the actions, choose “Any”. It really is that simple. No more cloning recipes out to create variations with individual triggers. When using recipes with an “Any” selection for the triggers, just be careful with your tokens. Keep in mind that if a trigger isn’t completed then its tokens won’t have values, so make sure to add extra tokens as needed. Consider your use cases carefully to avoid situations where expected data might be blank because that trigger wasn’t completed. It’s also a good idea to depend less on trigger-based tokens and more on user tokens if you can in recipes with “any” as the trigger selection. ### New integration: WS Form LITE With perhaps the most stellar review record on WordPress.org (not a single review less than 5 stars and over 100 reviews), [WS Form Lite](https://automatorplugin.com/integration/ws-form-lite/) is a growing form plugin with a dedicated following. Joining our comprehensive list of integrations for WP form plugins, our WS Form Lite integration adds 2 new triggers in our free version: - A form is submitted - A user submits a form As you might expect, the first option is for Everyone recipes, the second for Logged In. So what can you do with this new integration that wouldn’t be possible otherwise? Well, you can: - Send form entry data to [Airtable](https://automatorplugin.com/integration/airtable/) for analysis - Connect form submission to course and group enrollment, perhaps with [LearnDash](https://automatorplugin.com/integration/learndash/) - Link form submissions to live event registration, including with [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) and [Zoom](https://automatorplugin.com/integration/zoom-meetings/) - Use forms to broadcast messages to social feeds, [Facebook](https://automatorplugin.com/integration/facebook/) and more. ### New integration: Help Scout We’ll be honest here; we created this integration as much for ourselves as we did for end users. If you have worked with the Uncanny support team, you probably know that we rely on [Help Scout](https://automatorplugin.com/integration/help-scout/) *very* heavily. We couldn’t offer the level of support that we do without it. Unfortunately, its [WordPress](https://automatorplugin.com/integration/wordpress-core/) and [Slack](https://automatorplugin.com/integration/slack/) integrations simply couldn’t support what we wanted. We wanted Slack to notify a Slack channel when a *specific* tag was added to a conversation, not any tag. We also wanted to create conversations based on certain WordPress activities, like a payment failing. Then there were reviews; if we received a positive review for a ticket and feedback was provided, we wanted to have it automatically shared with our team in Slack. The marketplace didn’t have solutions here–so we built them ourselves. Our new integration offers a ton of new use cases that aren’t otherwise possible. Here are the new triggers: - A conversation receives a reply from a customer - A conversation’s tags are updated - A note is added to a conversation - A satisfaction rating is received [![Help Scout Triggers](https://automatorplugin.com/wp-content/uploads/2022/12/Help-Scout-Triggers-1024x428.png)](https://automatorplugin.com/wp-content/uploads/2022/12/Help-Scout-Triggers.png) And there are 2 new actions: - Add a tag to a conversation - Create a conversation in a mailbox All of this support is in our free version, made possible with our credit system using our 1-click connections. To pass data from Help Scout to WordPress, a webhook needs to be set up on the Help Scout side; follow [these simple instructions](https://automatorplugin.com/knowledge-base/helpscout-triggers/) to get started. ### Other new features Our recent integration of [WP All Import](https://automatorplugin.com/integration/wp-all-import/) gains one new trigger: An import is completed. Run a lot of scheduled imports and want audit logs in [Google Sheets](https://automatorplugin.com/integration/google-sheets/) or Slack notifications when imports are completed? No problem. Need more tokens? Based on customer requests, we have added [GiveWP](https://automatorplugin.com/integration/givewp/) tokens for Donation & Payment ID, [Amelia](https://automatorplugin.com/integration/amelia/) gets 8 new tokens related to coupon data, and [WooCommerce](https://automatorplugin.com/integration/woocommerce/) users get access to a Shipping method token. That wraps up the [Uncanny Automator 4.8](https://wordpress.org/plugins/uncanny-automator/) release! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Make the Most of Your WordPress Membership Plugin with Automator](https://automatorplugin.com/make-the-most-of-your-wordpress-membership-plugin-with-automator/) **Published:** December 7, 2022 **Author:** Brendan Da Costa **Content:** WordPress membership plugins can help you design user profile pages, restrict content and create unique members-only spaces on your website. But if you really want your members to stand in the spotlight, short of getting them tickets to the Academy Awards, your membership plugin is going to need some help. Enter, stage right: [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). Automator can help you make the most of your WordPress membership plugin to grow your membership, lower your churn rate and make your members feel like gold—Oscar gold. ## **Cast the Right Membership Plugin** Picking the right WordPress membership plugin for your website is like casting the right actor for the lead role in a major Hollywood production. The production of *Membership Impossible: WordPress Protocol*. You could go with Katherine Hepburn, but maybe you need an action star who can do their own stunts. Alternatively, Charlie Chaplin is available—but his salary is half of your casting budget. We’ve already compiled a [list of the best WordPress membership plugins](https://automatorplugin.com/the-best-wordpress-membership-plugins-for-any-website/) to turn any website into a box office (read: internet) smash but you can find some suggestions here as well. ### **WooCommerce Memberships + Subscriptions** [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) + [Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) is a chameleon of a membership plugin—it can take on just about any role. If you need a plugin that is versatile—and that won’t cost more than a CGI battle scene with dragons and dinosaurs—then we recommend casting [WooCommerce](https://automatorplugin.com/integration/woocommerce/). ![WooCommerce Homepage](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-1.png) In one of our automations below, we show you how to improve your free trial conversions with [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) and [MailPoet](https://automatorplugin.com/integration/mailpoet/). Believe us, there won’t be a dry eye in the audience. ### **Ultimate Member** Star power is overrated—unless we’re talking about The Rock. Then it’s perfectly warranted. But no film set (or WordPress website) would be complete without a very strong supporting cast. That’s where [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) shines brightest. Working silently—but very terribly efficiently—in the background, Ultimate Member is likely to steal the show. ![Ultimate Member Homepage](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-2.png) In the second automation below, we show you how to connect [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) so that you can keep track of your members’ data and never let them fade into the background. ### **LearnDash** Whoever said that there was nothing glamorous about e-learning never used [LearnDash](https://automatorplugin.com/integration/learndash/). This learning management system (LMS) can turn your WordPress website into the Hollywood of e-learning (or the Harvard of the internet). ![LearnDash Homepage](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-3.png) In the third automation below, we show you how to connect [LearnDash](https://automatorplugin.com/integration/learndash/) to [Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/). Get ready to put on some Emmy-winning webinars. ### **Restrict Content Pro** There’s really nothing like a captive audience with an appreciation for great acting… or digital content. [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/) allows you to create tiered membership levels with varying degrees of access to your premium content. Keep it all behind the velvet rope or draw the curtains and let the masses in. ![Restrict Content Pro Homepage](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-4.png) In the last automation below, we show you how to connect [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/) to [Slack](https://automatorplugin.com/integration/slack/) so that your members stay tuned throughout your riveting performance. ## **Connect WooCommerce Subscriptions to MailPoet** Free trials are kind of like auditions for your membership website. And while most membership plugins can definitely help you to book those auditions, they’ll need the help of [Automator](https://wordpress.org/plugins/uncanny-automator/) to land the starring role. This recipe helps you connect [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) to [MailPoet](https://automatorplugin.com/integration/mailpoet/) so that you can follow up with your free trial participants. ### **Step 1: Configure Your Free Trial** WooCommerce Subscriptions allows you to create free trials for your subscription products within the Classic Editor. From your WordPress Admin Sidebar, navigate to *Products* > *Add New* and configure your subscription product as desired. Under *General* in the *Product data* panel, you can set your free trial period. We’ve set ours to 30 days. ![WooCommerce Product settings free trial](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-5.png) ### **Step 2: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ![Uncanny Automator Recipe Type Selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png) ### **Step 3: Name Your Recipe** Come with a name for your recipe that makes it easy to recognize at a glance. We’ve named this recipe *WooCommerce-MailPoet: Free Trial Mailing List*. ### **Step 4: Configure Your Trigger** In the *Triggers* panel, click **WooCommerce**. From the drop-down list, select *A user subscribes to a product*. Automator will prompt you to select your subscription product. When you’re finished, click **Save**. ![WooCommerce Trigger A user subscribes to a product](https://automatorplugin.com/wp-content/uploads/2022/11/WooCommerce-Trigger-A-user-subscribes-to-a-product.gif) ### **Step 5: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **MailPoet**. ![Automator Actions Integrations MailPoet](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-8.png) From the drop-down list that appears, select *Add the user to a list*. ![Automator MailPoet Action Add the user to a list](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-9.png) Automator will prompt you to select a mailing list. We have a mailing list named *Unsubscribed Free Trial Participants*. Additionally, depending on your privacy policy and terms of service, you can choose to add the user to the list without sending a confirmation email. ![Automator MailPoet Action Add the user to a list checkbox](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-10.png) Once you’ve selected your mailing list, click **Save**. Your action should look something like this: ![Automator MailPoet Action Add the user to a list Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-11.png) Next, we want to ensure that only users who have unsubscribed from the free trial end up on this mailing list. To do this, we’ll use Automator’s filter and delay features. Hover over the three dots in the upper right-hand corner of the action and click **Delay**. ![Automator MailPoet Action Add the user to a list Delay](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-12.png) A pop-up window will appear where you can set your delay or schedule a time for the action to fire. Given that we have a 30-day free trial, we won’t want to add trial participants to this mailing list until after their trial has expired (i.e. 31 days). Once you’ve configured your delay, click **Set delay**. ![Automator MailPoet Action Add the user to a list Delay Editor](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-13.png) Now, we’ll add the filter so that only users who haven’t renewed their subscription after the free trial will be added to the mailing list. Once again, hover over the three dots in the upper right-hand corner of the action and click **Filter**. ![Automator MailPoet Action Add the user to a list Filter](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-14.png) A pop-up window will appear where you can set your filter conditions. Navigate to *WooCommerce* > *The user does not have an active subscription to a specific product*. ![Automator MailPoet Action Add the user to a list Condition Editor](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-15.png) Automator will then prompt you to select the subscription product. When you’re finished click **Save filter**. With the delay and the filter, your action should look something like this: ![Automator MailPoet Action Add the user to a list Delay and Filter](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-16.png) ### **Step 6: Go Live and Land that Role!** You nailed the audition with the free trial but your customers just need a gentle reminder of how great you are. In the *Recipe* box, toggle your recipe from *Draft* to *Live* and wait for that call-back! ![Automator WooCommerce MailPoet Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-17.png) If you really want to make sure that you land the role, add another action to notify your sales team via Slack so they can put together a beautiful little monologue to really knock the socks off your trial participants. ![Automator WooCommerce MailPoet Slack Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-18.png) ## **Connect Ultimate Member to Google Sheets** Call sheets keep film sets organized—and they can do the same for your WordPress membership website. With this automation, we’ll show you how to connect [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) so that you can store, manipulate and analyze valuable member data. Keep your production on schedule and on budget with this recipe. ### **Step 1: Configure Your Google Sheet** From your Google account, create a new spreadsheet. Depending on the member data you want to sync to your spreadsheet, name the first cell of each column. We’ve decided to collect *First Name*, *Last Name*, *Username*, *Role* and *Date of Registration*. ![Google Sheets Column Titles](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-19.png) ### **Step 2: Connect Google Sheets to Automator** From your WordPress Admin Sidebar, navigate to *Automator* > *Settings*. Click the **Premium Integrations** tab then select *Google Sheets*. Finally, click **Sign in with Google** and follow the prompts to connect your account. ### **Step 3: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ### **Step 4: Name Your Recipe** We’ve named this recipe *Ultimate Member-Google Sheets: Member List*. ### **Step 5: Configure Your Trigger** In the *Triggers* panel, click **Ultimate Member**. ![Automator Trigger Integrations Ultimate Member](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-20.png) From the drop-down list, select *A registers with a form*. ![Automator Ultimate Member Trigger A user registers with a form](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-21.png) Automator will prompt you to select your registration form. When you’re finished, click **Save**. Your trigger should look like this: ![Automator Ultimate Member Trigger A user registers with a form Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-22.png) ### **Step 6: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **Google Sheets**. ![Automator Actions Integrations Google Sheets](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-23.png) From the drop-down list that appears, select *Create a row in a Google Sheet*. ![Automator Google Sheets Action Create a row in a Google Sheet](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-24.png) Automator will prompt you to select the *Drive*, *Spreadsheet* and specific *Worksheet* where you want to create the new row. ![Automator Google Sheets Action Create a row in a Google Sheet fields](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-25.png) Under the field labeled *Row*, click **Get columns**. Automator will retrieve the columns from your worksheet as you labeled them in the first step. ![Google Sheets Get Columns](https://automatorplugin.com/wp-content/uploads/2022/11/Google-Sheets-Get-Columns.gif) Now is when you get to configure the data that you want to sync to your Google Sheet. Under *Value*, click on the **Asterisk** in each field (this is the tokens icon) so that Automator will populate the new row with dynamic data. ![Google Sheets Row Values](https://automatorplugin.com/wp-content/uploads/2022/11/Google-Sheets-Row-Values.gif) When you’re finished, click **Save**. Your action should look like this: ![Automator Google Sheets Action Create a row in a Google Sheet Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-29.png) ### **Step 7: Go Live and Break a Leg!** The director is ready to start filming so it’s time to get that call sheet out! Toggle the recipe from *Draft* to *Live* to start populating your member list. ![Automator Ultimate Member Google Sheets Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-30.png) The recipe above will only add new users to your Member List. But what about your veteran cast and crew? The recipe below will add your existing members to the Member List when they log in. An action filter ensures that the recipe will only work for your existing members while a recipe run limit will prevent duplicate entries from multiple logins. ![Automator Ultimate Member Google Sheets Recipe with Filters Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-31.png) ## **Connect LearnDash to Zoom Webinars** “Lights. Camera… LearnDash!” Webinars are the membership website equivalent of a live theater production. And with this recipe, you can connect [LearnDash](https://automatorplugin.com/integration/learndash/) to [Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) and put on some truly spectacular Shakespeare revivals. Or, you know, host informative and educational webinars. It’s really up to you. ### **Step 1: Connect Zoom Webinars to Automator** Connecting your Zoom account to Automator won’t take as long as an opening soliloquy. Nevertheless, you can [click here](https://automatorplugin.com/knowledge-base/zoom/) for a detailed guide or find the abridged version below: 1. Sign in to your Zoom account and navigate to the *Zoom App Marketplace*. 2. In the box labeled *JWT* click **Create**. 3. Click on **App Credentials** and copy the *API Key* and *API Secret*. 4. From your WordPress Admin Sidebar, navigate to *Automator* > *Settings* > *Premium Integrations* > *Zoom Webinars*. 5. Paste the *API Key* and *API Secret* into their corresponding fields. ### **Step 2: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ### **Step 3: Name Your Recipe** We’ve named this recipe *LearnDash-Zoom: Webinar Registration*. ### **Step 4: Configure Your Trigger** In the *Triggers* panel, click **LearnDash**. From the drop-down list that appears, select *A user is enrolled in a course*. Automator will then prompt you to select the course. Once you’re finished, click **Save**. ![LearnDash A user enrolls in a course](https://automatorplugin.com/wp-content/uploads/2022/11/LearnDash-A-user-enrolls-in-a-course.gif) ### **Step 5: Configure Your Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **Zoom Webinars**. ![Automator Action Integrations Zoom Webinars](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-33.png) From the drop-down list that appears, select *Add the user to a webinar*. ![Automator Zoom Webinars Action Add the user to a webinar](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-34.png) Automator will prompt you to select the webinar. You can also choose to retrieve webinar questions. Once you’re finished, click **Save**. Your action should look something like this: ![Automator Zoom Webinars Action Add the user to a webinar Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-35.png) If your course includes access to a webinar series, you can simply click **Add action** and line up the second, third, fourth, fifth and even sixth act! And, if you feel like it, use the delay feature to create some room for intermission. ![Automator Zoom Webinars Multiple Actions Add the user to a webinar](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-36.png) ### **Step 6: Go Live and Get Ready for an Encore!** Your webinars are ready for their standing ovation. Toggle the recipe from the *Draft* to *Live* and get ready to perform an encore! ![Automator LearnDash Zoom Webinars Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-37.png) With Oscar-worthy webinar performances like these, it won’t be long before your members start to clamor for a sequel (or at least some spin-offs). Use [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) tags to keep your members informed about related courses. ![Automator LearnDash Zoom Webinars ActiveCampaign Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-38.png) ## **Connect Restrict Content Pro to Slack** Walk-outs are the worst. They’re bad for box office grosses and word-of-mouth. Not to mention, they ruin your churn rate. However, with this recipe, you can connect [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/) to [Slack](https://automatorplugin.com/integration/slack/) and notify your retention team whenever a member cancels their subscription. ### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ### **Step 2: Name Your Recipe** We’ve named this recipe *Restrict Content Pro-Slack: Retentions*. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, click **Restrict Content Pro**. From the drop-down list that appears, select *A user’s membership to a specific level is canceled*. Automator will then prompt you to select the membership level. Once you’re finished, click **Save**. ![Restrict Content Pro A user's membership to a specific level is canceled](https://automatorplugin.com/wp-content/uploads/2022/11/Restrict-Content-Pro-A-users-membership-to-a-specific-level-is-canceled.gif) ### **Step 4: Configure Your Action(s)** the *Actions* panel, click **Add action**. From the menu of available integrations, click **Slack**. ![Automator Actions Integrations Slack](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-40.png) From the drop-down list that appears, select *Send a message to a channel*. ![Automator Slack Action Send a message to a channel](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-41.png) Automator will then prompt you to select a Slack channel and draft your message. You can use tokens to include more information for your retention team. When you’re finished, click **Save**. ### **Step 5: Go Live and Keep ‘Em Captivated!** Toggle the recipe from *Draft* to *Live* and win back your members’ attention! ![Automator Restrict Content Pro Slack Recipe Live](https://automatorplugin.com/wp-content/uploads/2022/11/Make-the-Most-of-Your-WordPress-Membership-Plugin-with-Automator-42.png) In the business of memberships and subscriptions—much as in show business—there’s a simple rule. You can’t please everyone. But, with this recipe, it won’t be for lack of trying. ## **The Show Must Go On** Take a bow! With these recipes, your WordPress membership plugin will sparkle under the spotlight and your members can take center stage. But don’t forget, the show must always go on. What are some of the ways that you use your membership plugin? Let us know in the comments section below. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [10 Things To Do After Purchasing Uncanny Automator](https://automatorplugin.com/10-things-to-do-after-purchasing-uncanny-automator/) **Published:** December 1, 2022 **Author:** Brendan Da Costa **Content:** So you’ve just purchased Uncanny Automator Pro and now you’re wondering, “How do I start saving time and money?” First things first, clear your calendar and make sure that your passport is up-to-date—you’re about to have enough free time to book that sun-filled vacation you’ve been dreaming of. Next on the agenda; read through this list of the first ten things you should do after purchasing Uncanny Automator Pro. In this quick guide, we’ll run you through the basics and set you up for success with some simple, yet very powerful, WordPress automations. You’re just a few clicks away from that all-inclusive vacation you never had the time for—until now! ## **1. Bone Up on the Basics in Our Knowledge Base** Your vacation planner wouldn’t send you deep-sea diving if you’ve never been snorkeling. And we wouldn’t want to introduce you to Automator’s advanced features—like multi-site webhooks and magic buttons—without first ensuring you’re comfortable with its core functionalities. Whether you’re brand new to [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) or you’ve recently upgraded to [Automator Pro](https://automatorplugin.com/pricing/), we recommend quickly boning up on the basics. Bookmark our rich [Knowledge Base](https://automatorplugin.com/knowledge-base/) for future reference on advanced features such as [action tokens](https://automatorplugin.com/action-tokens/) and [filters](https://automatorplugin.com/knowledge-base/action-filters-conditions/) or put your goggles on and briefly browse our [Getting Started](https://automatorplugin.com/article-categories/general/) section. In our experience, these are some of the more popular introductory guides: ### **Creating a Recipe** \[embedyt\] https://www.youtube.com/watch?v=Mt4EJyP1gu0\[/embedyt\] ### **Managing Recipes with Multiple Triggers** \[embedyt\] https://www.youtube.com/watch?v=05-MjYDGk0Q\[/embedyt\] ### **Managing Recipes with Multiple Actions** \[embedyt\] https://www.youtube.com/watch?v=RhEHFGLipE4\[/embedyt\] ## **2. Testing, Testing 1, 2, 3** Creating new recipes is about as effortless as lounging poolside with a Mai Tai. But before you guzzle the whole thing down, take a few sips to be sure that you didn’t get a Piña Colada instead. In other words, try creating a few test recipes before you start automating your WordPress website. Familiarize yourself with [Automator logs](https://automatorplugin.com/knowledge-base/using-automator-logs/) to ensure that your workflows, well, flow. ![Automator Recipe Logs](https://automatorplugin.com/wp-content/uploads/2022/11/10-Things-To-Do-After-Purchasing-Uncanny-Automator-1.png) Then create some simple recipes that incorporate your most frequently used plugins and apps. Get to know the various triggers and actions—and shoot us a suggestion for more in the comments section at the bottom of the page! ## **3. Send Your WordPress Site Data to Google Sheets or Airtable** From user and post meta to activity logs and analytics, you never know when your site data might come in handy. Data points such as timestamps, entry IDs, user IPs, and page/post views might not be as compelling to pore over as sunset views but they do offer invaluable insights. Over the years, we’ve learned just how highly our users value their historic data—almost as much as we value them. As such, we’ve created some replace-and-go recipe examples. You can think of these recipes as travel insurance; you never think you’ll need it until you decide to go swimming with sharks (or you really want to use historic data in a recipe). ### **Connect Your WordPress Website to Google Sheets** Click the link below to learn how to connect your WordPress website to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) to store information such as form submission dates, contact information, etc. ![How to Connect WPForms to Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/05/Automator_Blog-How-To-wpforms-sheets.png) [How to Automatically Add WPForms to Google Sheets](https://automatorplugin.com/how-to-automatically-add-wpforms-to-google-sheets/ "How to Automatically Add WPForms to Google Sheets") In that specific blog post, we used [WPForms](https://automatorplugin.com/integration/wp-forms/) but you could replace that plugin with any one of our other form-building integrations such as [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/), [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/), or [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/). Alternatively, click the link below to learn how to gather custom analytics with metadata that you define. Then update those metrics in Google Sheets in real-time with Automator’s calculations feature. ![Turn Automator Into a WordPress Points & Credit System Feature Image](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-Feature-Image.png) [Turn Automator Into a WordPress Points and Credit System](https://automatorplugin.com/turn-automator-into-a-wordpress-points-credit-system/ "Visit Site") This is data entry the Automator way—i.e., the way that gives you time for parasailing. ### **Connect Your WordPress Website to Airtable** If you need more than a simple spreadsheet to store your WordPress site data then click the link below to learn how to connect your WordPress website to [Airtable](https://automatorplugin.com/integration/airtable/). ![Connect Your WordPress Website to Airtable with Automator Feature Image](https://automatorplugin.com/wp-content/uploads/2022/09/Connect-Your-WordPress-Website-to-Airtable-with-Automator-Feature-Image.png) [Connect Your WordPress Website to Airtable with Automator](https://automatorplugin.com/connect-your-wordpress-website-to-airtable-with-automator/ "Visit Site") In that blog post, we demonstrate how to connect [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) to WordPress. However, you could just as easily follow those steps to gather data from your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store, your burgeoning blog, or your [LearnDash](https://automatorplugin.com/integration/learndash/)-powered compliance training modules. With these WordPress automations, you can continue collecting data even as you’re collecting seashells along the seashore. ## **4. Automate Your Administrative Tasks** Leave your to-do list at home; there’s no room for it in your suitcase. In fact, throw it in the trash. Now that you have [Automator Pro](https://automatorplugin.com/pricing/), there’s no room for a to-do list at the office either. Identify the administrative tasks that you perform every day and start creating recipes to do them for you! ### **Connect Your WordPress Website to Google Calendar** Schedule appointments and meetings, send invitations, and save the date with Automator Pro and Google Sheets. We’re not saying that Automator could be your travel agent but it could manage your itinerary. Click the link below to find out how. ![How to Connect Formidable Forms to Google Calendar Feature Image](https://automatorplugin.com/wp-content/uploads/2022/07/How-to-Connect-Formidable-Forms-to-Google-Calendar-Feature-Image.png) [How to Connect Formidable Forms to Google Calendar](https://automatorplugin.com/how-to-connect-formidable-forms-to-google-calendar/ "Visit Site") ### **Automate Your Elementor and Divi Builder Plugins** Drag-and-drop page builders like [Elementor](https://automatorplugin.com/integration/elementor/) and [Divi](https://automatorplugin.com/integration/divi/) make designing your WordPress website quick and easy. Now, if only there was a drag-and-drop airline, we’d all save hours of travel time. Regardless, pairing Automator with your WordPress page builder can still shave hours off your administrative tasks. Click the link below to learn how to automate your on-boarding process and make macro time-saving improvements to your microinteractions. ![automate elementor forms and popups](https://automatorplugin.com/wp-content/uploads/2021/10/automate-elementor-forms-and-popups.png) [Top 10 Ways to Automate Your Elementor Forms and Popups](https://automatorplugin.com/automate-your-elementor-forms-and-pop-ups/ "Visit Site") ### **Connect Your WordPress Website to Slack** Just because you’re out of the office (and in a bathing suit) doesn’t mean that you can’t stay in the loop. Connect your WordPress website to [Slack](https://automatorplugin.com/integration/slack/) with Automator so that you can receive internal communications on everything from meeting minutes to customer retention. Click the link below to find out how. ![how to connect slack to wordpress](https://automatorplugin.com/wp-content/uploads/2021/11/how-to-connect-slack-to-wordpress.png) [How to Connect Slack to WordPress: Step by Step](https://automatorplugin.com/how-to-connect-slack-to-wordpress/ "Visit Site") Next on your to-do list? Make even more automations! ## **5. Cancel the Rest, Stick with the Best** Pack light. That’s good advice for going on vacation and for running a WordPress website. With over [100+ integrations](https://automatorplugin.com/integrations/) (and counting), Automator can replace the expensive plugins and subscriptions that are slowing down your website and biting into your travel budget. After creating a few recipes, review your active plugins and subscriptions and identify the ones that Automator can replace. Not sure if Automator can perform the task you’re thinking about? Ask us in the comments section at the bottom of the page or visit our Knowledge Base—that handy, help-at-your-fingertips page you bookmarked earlier. ## **6. Automatically Share Your Posts to Social Media** Forget connecting flights. Connect your WordPress website to your social media accounts with Uncanny Automator and post, tweet and hashtag your way to sun and sand. You can find detailed guides on connecting Automator to your [Facebook](https://automatorplugin.com/knowledge-base/facebook/), [Instagram](https://automatorplugin.com/knowledge-base/instagram/), [Twitter](https://automatorplugin.com/knowledge-base/twitter/) and [LinkedIn](https://automatorplugin.com/knowledge-base/linkedin-pages/) accounts in our Knowledge Base. Alternatively, click on either of the links below to learn… “on the fly”. Get it? ![how to automatically share wordpress posts to facebook twitter and instagram](https://automatorplugin.com/wp-content/uploads/2022/04/how-to-automatically-share-wordpress-posts-to-facebook-twitter-instagram.png) [How to Automatically Share New Posts to Facebook, Twitter and Instagram](https://automatorplugin.com/how-to-automatically-share-wordpress-posts-to-facebook-twitter-and-instagram/ "Visit Site") ![Create an Instagram Worthy WordPress Blog with Automator Feature Image](https://automatorplugin.com/wp-content/uploads/2022/08/Create-an-Instagram-Worthy-WordPress-Blog-with-Automator-Feature-Image.png) [Create an Instagram Worthy WordPress Blog with Automator](https://automatorplugin.com/create-an-instagram-worthy-wordpress-blog-with-automator/ "Visit Site") With Automator at your fingertips, the only thing more Instagram-able than your vacation selfies will be your blog posts and product releases! ## **7. Automate Your E-Commerce Store** Who sells seashells by the seashore? Well, now that you have Automator Pro, you do! And you can sell a lot more than seashells. When it comes to automating your e-commerce store, there is no plugin more powerful than Uncanny Automator. With dozens of triggers, actions, filters and conditions for [WooCommerce](https://automatorplugin.com/integration/woocommerce/) alone, there are hundreds (even thousands) of sales-boosting automations at your fingertips. Click the links below to learn how you can continue selling even as you’re soaking in the sun. ![](https://automatorplugin.com/wp-content/uploads/2022/08/Automator_Blog-better-sales.png) [Get Better Sales with WooCommerce Product Reviews & Automator](https://automatorplugin.com/get-better-sales-with-woocommerce-product-reviews-automator/ "Visit Site") ![Build Customer Loyalty with WooCommerce Store Credit Feature Image](https://automatorplugin.com/wp-content/uploads/2022/08/Build-Customer-Loyalty-with-WooCommerce-Store-Credit-Feature-Image.png) [Build Customer Loyalty with WooCommerce Store Credit](https://automatorplugin.com/build-customer-loyalty-with-woocommerce-store-credit/ "Visit Site") If you’re using [Studiocart](https://automatorplugin.com/integration/studiocart/), follow the link below to see how easy it is to automate your sales funnel and improve your conversion rates. ![Do More with Studiocart Sales Funnels & Uncanny Automator Feature Image](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Feature-Image.png) [Do More with Studiocart Sales Funnels & Uncanny Automator](https://automatorplugin.com/do-more-with-studiocart-sales-funnels-uncanny-automator/ "Visit Site") ## **8. Personalize the User Experience** Visiting the same tourist sites as everyone else is fun. But wandering off the beaten path and forging your own vacation experience is a lot more fun. Your WordPress site visitors would agree. Use [tokens](https://automatorplugin.com/knowledge-base/managing-tokens/)—dynamic data pulled from your website—to personalize your site visitors’ experiences. For example: - Show [Elementor](https://automatorplugin.com/integration/elementor/) popups with exclusive offers only to users with a certain role, email address or membership level. ![WordPress Elementor Popup Recipe](https://automatorplugin.com/wp-content/uploads/2022/11/10-Things-To-Do-After-Purchasing-Uncanny-Automator-2.png) - Personalize automated messages to show your appreciation. ![Automator Message Editor](https://automatorplugin.com/wp-content/uploads/2022/11/10-Things-To-Do-After-Purchasing-Uncanny-Automator-3.png) - Run discount programs with all of your affiliates from a single automation using tokens and filters. ![Automator Action Filters](https://automatorplugin.com/wp-content/uploads/2022/11/10-Things-To-Do-After-Purchasing-Uncanny-Automator-4.png) No generic vacation photos here—just Automator-curated site experiences. ## **9. Stay Connected with Time-Delayed Automations** If you haven’t heard from your site users in a while, it’s entirely possible that they’ve taken a permanent vacation. Or, maybe, they’re just waiting for you to reach out. More often than not, inactive users aren’t trying to ignore you—they just don’t have Automator to free up their time. Using Automator’s filter and delay features, however, you can send out gentle reminders to your inactive users about their accounts. For example, automatically add and remove course registrants to your CRM mailing lists based on their site behavior. If a user remains inactive, unenroll them from their courses and start your winback strategy with a refund in the form of a coupon. ![Automator Action Filters and Delays](https://automatorplugin.com/wp-content/uploads/2022/11/10-Things-To-Do-After-Purchasing-Uncanny-Automator-5.png) Use Automator’s delay and filter features to never let your customers sail off into the sunset—even as you do. ## **10. Book Your Vacation** Seriously. Book your vacation. You’ve earned it. Automator will make sure that your WordPress website continues to run smoothly—smoother than ever, in fact. Just make sure to bring us back a souvenir. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Best Practices --- ### [Cook Up Faster WordPress Automations with Action Tokens & Filters](https://automatorplugin.com/cook-up-faster-wordpress-automations-with-action-tokens-filters/) **Published:** November 21, 2022 **Author:** Brendan Da Costa **Content:** Trying to manage all of your WordPress automations can feel like trying to cook a 10-course dinner. There are just too many pots on the burner and buns in the oven. That’s why you should hire a chef de cuisine—or Uncanny Automator. Using Automator’s new [action tokens](https://automatorplugin.com/action-tokens/) feature, you can cook up faster and more efficient WordPress automations without losing any functionality (or flavor). Combine automations to cut down on clutter, use filters to streamline workflows, and take advantage of token IDs to create more dynamic automations. With Automator, it’s like having your very own kitchen brigade, complete with a saucier, rotisseur, patissier, and commis. So let Automator cook up a storm—then kick back, relax and dig in! ![](https://automatorplugin.com/wp-content/uploads/2022/10/mascot-cook-pose-1024px.png) ## **Combine WordPress Automations Using Action Tokens** Automator’s action tokens make it possible to combine previously separate recipes so you can cut back on clutter and run more efficient WordPress automations. While we don’t recommend putting your soup in your salad (unless you like warm, soggy salads), combining Automator recipes will definitely improve your workflows. If tokens are an ingredient you’ve never heard of before—like cherimoya or berbere—you can read all about them by [clicking here](https://automatorplugin.com/knowledge-base/managing-tokens/). You can also learn more about action tokens specifically by [clicking here](https://automatorplugin.com/action-tokens/). (p.s. We also don’t know what berbere is. No idea. But we hear it’s delicious.) Automator’s new action tokens feature allows you to take data related to one action and use it in another action. Suppose, for example, that one of your actions creates a new post or user. You can now add another action to that recipe that uses the newly created post or user data to carry out additional workflows. In other words, you can use action tokens to pass data between actions within the same recipe (and even within action conditions and filters). Here are some examples of how you can use action tokens to combine recipes. Just keep those hors d’oeuvres away from the appetizers. ## **Update Courses, Users, Posts, and Pages** Whether you want to change the featured image of a LearnDash group or update your compliance training, editing your WordPress posts and pages is a great way to keep your website active and interactive. Usually, however, you would need at least two automations to do this: one to publish/edit the post or page and another one to share that post to social media, update your external records, and notify your team. Using action tokens, however, you can combine those recipes. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ![Uncanny Automator Recipe Type Selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png) #### **Step 2: Name Your Recipe** Give your recipe a name that makes it easy to recognize at a glance. We’ve named this recipe *LearnDash-Facebook: Update Group*. #### **Step 3: Configure Your Trigger** In the Triggers panel, click **LearnDash**. From the drop-down list, select A Group Leader is added to a group. Automator will prompt you to select the group. When you’re finished, click **Save**. ![Automator LearnDash Trigger A group leader is added to a group](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-2.gif) #### **Step 4: Configure Your Primary Action(s)** When you use action tokens, some of the actions in your recipe will rely solely on information from your trigger(s) while others will rely on information from both your trigger(s) and other actions. You can think of the former actions as “primary” actions and the latter as “secondary” actions. In the *Actions* panel, click **Add action**. From the menu of available integrations, click **WordPress**. From the drop-down list, select *Set the featured image of a post*. ![Automator WordPress Action Set the featured image of a post](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-3.png) Automator will prompt you to select the specific post whose featured image you would like to change. You can then copy and paste the image URL from your WordPress media library. When you’re finished, click **Save**. ![Automator WordPress Action Set the featured image of a post Editor](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-4.png)We’ve also included another action to update the title of the post. This is what our “primary” actions look like: #### ![Automator WordPress Actions Live](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-5.png)**Step 5: Configure Your Secondary Action(s)** Now you’ve added some actions to your recipe, subsequent actions that you add can use tokens from these existing actions. Click **Add action**. From the menu of available integrations, click **Facebook Groups**. ![Automator Facebook Integration](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-6.png) From the drop-down list, select *Publish a post with an image to a Facebook group*. ![Automator Facebook Action Publish a post with an image to a Facebook group](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-7.png) Automator will then prompt you to select the *Facebook Group*, *Image URL* and draft a message. By clicking on the **Asterisk** (the token icon) in each field, you can use action tokens from your primary actions to fill out these fields. ![Automator WordPress Actions Tokens](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-8.png) For example, we used the *Post featured image URL* token from our first action in the *Image URL* field. ![Automator WordPress Image URL field](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-9.png) When you’re finished, click **Save**. We’ve also included another secondary action to inform our team on Slack that we’ve updated the title of our LearnDash group. Your actions panel should now look something like this: ![Automator WordPress Slack Facebook Actions](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-10.png) #### **Step 6: Set Action Delays** The actions in your recipe won’t always run in the order that you have added them. Some actions take longer than others to execute. If you have a preferred order in mind, however, you can use Automator’s delay feature to ensure that your entree doesn’t come before your appetizer. While delays aren’t necessarily required, because this recipe has several actions, we’ll err on the side of caution to make sure the values for the action tokens have had time to cook all the way through. Hover your mouse over the action you would like to delay then click **Delay**. ![Automator Facebook Action Delay](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-11.png) Automator will present you with a pop-up window where you can set your delay or schedule a specific time for the action to fire. We’ve set a one (1) minute delay for our Facebook Groups action so that our “primary actions” will have more than enough time to render. When you’re finished, click **Set delay**. ![Automator Action Delay](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-12.png) Set the delay(s) for any other actions you may have. When you’re finished, your *Actions panel* should look something like this: ![Automator WordPress Slack Facebook Actions Delay](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-13.png) #### **Step 7: Go Live and Dig In!** You can now toggle your recipe from *Draft* to *Live*. Bon appetit! ![Automator LearnDash Facebook Recipe](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-14.png) ## **Automate Product and Price Changes** Leftovers are not exciting—unless you make some changes to them. Product and price changes keep your business new in the eyes of your customers. They also take a lot of time to manage. Unless you use action tokens. In this specific example, we’ll show you how action tokens can create more powerful automations for cost-sharing groups in your [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) social platform. However, you could just as easily apply similar action tokens to your e-commerce store or membership website to automate price changes, product updates, and new releases. Here’s how. #### **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. #### **Step 2: Name Your Recipe** In keeping with our naming convention, we’ve named this recipe *BuddyBoss-WooCommerce: Cost-Share*. #### **Step 3: Configure Your Trigger** In the *Triggers* panel, click **BuddyBoss**. From the drop-down list, select *A user joins a private group*. Automator will prompt you to select the group. When you’re finished, click **Save**. ![Automator BuddyBoss Trigger A user joins a private group](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-15.gif) #### **Step 4: Configure Your Primary Action(s)** In the *Actions* panel, click **Add action**. From the menu of available integrations, click **WooCommerce**. ![Automator WooCommerce Integration](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-16.png) From the drop-down list, select *Change the price of a specific product to a new price*. ![Automator WooCommerce Action Change the price of a specific product to a new price](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-17.png) Automator will prompt you to select a product. We’ve selected our group access pass product. After you’ve selected your product, click **Save**. ![Automator WooCommerce Action Change the price of a specific product to a new price Editor](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-18.png) Automator will then prompt you to input your new price. You can hardcode this by typing a value into the *Price* field but we want the price to change more dynamically. To do this, click on the **Asterisk**, unselect *Only float tokens* then select *Modifiers* > *Calculations*. ![Automator WooCommerce Action Change the price of a specific product to a new price Calculation](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-19.png) A *Calculation* window will appear with a *Formula* field. Click on the **Asterisk**. Notice that we can now use action tokens. Select *Change the price of…* > *Product price*. ![Automator WooCommerce Action Change the price of a specific product to a new price Calculation token](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-20.png) The *Product price* action token will now appear in the *Formula* field. In our cost-sharing example, we reduce the cost of access to the BuddyBoss group by $0.25/member. When you’re finished, click **Add token**. ![Automator WooCommerce Action Change the price of a specific product to a new price Calculation formula](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-21.png) The *Price* field in your WooCommerce action should look something like this: ![Automator WooCommerce Action Change the price of a specific product to a new price Calculation formula field](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-22.png) If you’re satisfied, click **Save**. The completed action should look like this: ![Automator WooCommerce Action Change the price of a specific product to a new price Live](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-23.png) #### **Step 5: Configure Your Secondary Action** With other automation tools, you would need a second automation to tell all of your group members that their costs have dropped. But, using Automator’s action tokens, you can combine these two automations into one—same portion, much better plating! Click **Add action** then click **BuddyBoss**. From the drop-down list, select *Send a private message to all members of a group*. ![Automator BuddyBoss Action Send a private message to all members of a group](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-24.png) In the *Message content* field, use action tokens to tell your group members what their new cost will be. Because this action token data updates dynamically, you’ll never have to hardcode it! ![Automator WooCommerce Action Change the price of a specific product to a new price Message Editor](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-25.png) When you’re finished, click **Save**. And don’t forget to add a delay to this secondary action so that your primary action has ample time to execute. Your action should look like this: ![Automator WooCommerce Action Change the price of a specific product to a new price Live](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-26.png) #### **Step 6: Go Live and Share!** Shareables are everyone’s favorite menu items so this cost-sharing group is sure to take off. Toggle your recipe from *Draft* to *Live*. ![Automator BuddyBoss WooCommerce Recipe](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-27.png) ## **Streamline Your Workflows with Filters** Trying to create a 10-course dinner can be a challenge when everyone has different dietary restrictions. Unless you use Automator’s filters feature. Then you can make all kinds of adjustments to your recipes to make sure that no one goes into anaphylactic shock—or messes up your workflows. ### **Create a Cost-Sharing Floor** Referencing our previous example, we can use filters to create a cost-sharing floor for the group. Here’s how. #### **Step 1: Add a Filter** Hover over the three dots in the WooCommerce action then click **Filter**. ![Automator WooCommerce Action Filter](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-28.png) #### **Step 2: Set the Filter Condition** A pop-up window will appear. Select *General* > *A token meets a condition*. ![Automator WooCommerce Action Filter Condition tokens](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-29.png) Another pop-up window will appear where you can select your token (even action tokens from within the recipe). Select *Advanced* > *Post meta*. ![Automator WooCommerce Action Filter Post meta token](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-30.png) Automator will then prompt you to select the specific post metadata that you want to retrieve. We’ve selected the *Post ID* and *Product price* meta key by using action tokens. When you’re finished, click **Add token**. ![Automator WooCommerce Action Filter Token data](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-31.png) You will then return to the previous window where you can define the conditions of the filter. We have set a cost-sharing floor of $5.00. Seeing as though our recipe will reduce the cost by $0.25/member, we’ve configured the filter to run only if the value of the meta key *Product price* (i.e., the price of our group access pass) is $5.25 or more. When you’re finished, click **Save filter**. ![Automator WooCommerce Action Filter Configure the rule window](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-32.png) #### **Step 3: Group Actions Under Filters** Notice that the filter currently only applies to the WooCommerce action. ![Automator WooCommerce Action Filter Conditions Live](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-33.png) Naturally, you wouldn’t want to tell your members that their costs have dropped when, in fact, they haven’t. To prevent this from happening, you can group actions under filters. Simply click and hold on BuddyBoss action tab and drag and drop it into the filter field. ![Automator WooCommerce Action Group Filters](https://automatorplugin.com/wp-content/uploads/2022/11/Cook-Up-Faster-Tastier-Automator-Recipes-with-Action-Tokens-Filters-34.gif) That’s it! No allergic reactions. ## **Order Up!** With action tokens and filters, you can easily cook up just about any WordPress automation you can dream of. Though you might still need some help in an actual kitchen if you want to pull off a 10-course dinner. Nevertheless, by combining action tokens and filters, there’s no need to feed meat to vegans or tofu to carnivores—you can now accommodate all kinds of customers within the same recipe. [Click here](https://automatorplugin.com/knowledge-base/) to learn more about how Automator’s advanced features can improve your workflows and save you time. Or, if you’re just getting started, feel free to [download the Free plugin](https://wordpress.org/plugins/uncanny-automator/) and sample Automator’s core functionalities. Have any questions about action tokens? Ask us in the comment section below—we’re happy to take your order! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [New Integrations: Jetpack CRM & WP All Import](https://automatorplugin.com/new-integrations-jetpack-crm-wp-all-import/) **Published:** November 10, 2022 **Author:** Ryan Moore **Content:** We’re excited to announce that [Uncanny Automator 4.7](https://wordpress.org/plugins/uncanny-automator/) is now available! This free release of the #1 automation plugin for WordPress adds several new integrations, some useful new features, and a big change for Zoom users. Let’s jump in to the changes. ### New integration: Jetpack CRM [Jetpack CRM](https://automatorplugin.com/integration/jetpack-crm/) is a very popular CRM plugin for WordPress (now with over 30,000 active installs!) that’s backed by the Automattic team. In our free 4.7 release, we added support for the following: - New trigger: A new contact is created - New trigger: A company is created - New action: Create a contact - New action: Add a tag to a company - New action: Add a tag to a contact [![Jetpack CRM Actions](https://automatorplugin.com/wp-content/uploads/2022/11/Jetpack-CRM-Actions-1024x408.png)](https://automatorplugin.com/wp-content/uploads/2022/11/Jetpack-CRM-Actions.png) Those are perhaps the most important basic triggers and actions, and they’re all in our free version. With those new additions, you can do things like the following: - Initiate a campaign when a user makes an [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) purchase by adding a tag - Add a new [LearnDash](https://automatorplugin.com/integration/learndash/) group and allocate seats when a company is created (using [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/)) - Create a contact when someone submits a [Formidable Form](https://automatorplugin.com/integration/formidable-forms/) Even more Jetpack CRM support is arriving in a few hours in the [Automator Pro 4.7](https://automatorplugin.com/pricing/) release! ### New integration: WP All Import Our new support for [WP All Import](https://automatorplugin.com/integration/wp-all-import/) is basic so far, but it’s still an important addition. 4.7 includes a new trigger for “a type of post is imported”. It allows some interesting new use cases, like: - Share the imported post on social media if the imported post matches a specific category - Trigger a web notification for a group of [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) users when new lessons are added via import - Keep a log of imported posts of a specific post type in [Google Sheets](https://automatorplugin.com/integration/google-sheets/) ### Important Zoom changes Anyone using our [Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/) and [Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) integrations will have an associated JWT app on the Zoom side to connect Automator to Zoom. Zoom [recently announced](https://marketplace.zoom.us/docs/guides/build/jwt-app/jwt-faq/) that they are deprecating support for JWT apps in June 2023 and that current users must be migrated to their new “Server-to-Server OAuth” app type before then. Because of this change, Automator 4.7 adds support for this new app type, and we have [updated our documentation](https://automatorplugin.com/knowledge-base/zoom/) accordingly. While no immediate action is required, Zoom integration users will need to create a new Server-to-Server Oauth app before next June and change their settings. We will start to add in-plugin reminders early in 2023, then add more visible reminders in the spring for any users that haven’t yet made the change. ### Other 4.7 updates The next change is for **Pro users only**, but the architecture changes are in the free release and it’s a really useful update. Let’s start by explaining the context of this new feature. A customer reached out to us wanting to run a recipe whenever any course was completed, and when that happened, the user needed to run certain actions that varied depending on the course. That meant conditions were needed, but our conditions required that a matching course be specified. (This example used courses, but applied to any post type.) The user didn’t want to create a recipe for every single course; it would have meant over 100 recipes just to accomplish this one specific thing. To address that, Automator 4.7 adds the ability to leverage tokens and custom values in conditions. This is a *huge* change that will allow even more recipe consolidation, and this is what it looks like: [![Custom values for conditions](https://automatorplugin.com/wp-content/uploads/2022/11/Custom-Values-for-Token-Conditions.png)](https://automatorplugin.com/wp-content/uploads/2022/11/Custom-Values-for-Token-Conditions.png) [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) users, there’s a new trigger for you: An entry for a form is updated. We heard from some users with interesting use cases where admins or other tools would update entries (e.g. in an approval workflow) and they wanted to run recipes based on those updates. Now that’s possible. [MailPoet](https://automatorplugin.com/integration/mailpoet/) adds a trigger for “a form is submitted”. If you like some of our visual aids, we added new integration icons to recipe log pages. This makes it easier to identify which recipes are using which integrations at a glance. Here’s what it looks like: [![Integration icons for recipe logs](https://automatorplugin.com/wp-content/uploads/2022/11/Uncanny-Owl-Screenshot-11-09-at-11.28.12.png)](https://automatorplugin.com/wp-content/uploads/2022/11/Uncanny-Owl-Screenshot-11-09-at-11.28.12.png) For several of our input fields in recipes, we’ve seen some customers get confused about what values can be accepted–and we didn’t have logic that blocked invalid entries. An example is the “Number of times” value in triggers, as in “run this recipe if a user has performed this activity X times”. Some of our support tickets showed users entering values like “0” or even negative values because they didn’t understand how it was used, so we have updated a number of fields to only allow valid entries (by setting internal rules for minimum and maximum values). We’re hopeful these changes will result in less confusion. Last, but not least, our [Black Friday sale](https://automatorplugin.com/black-friday/) is coming soon. If you’re not yet a Pro user, make sure to sign up for our mailing list so you’ll get notified as soon as the sale prices are available! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator Pro 4.7: Jetpack CRM plus new features](https://automatorplugin.com/automator-pro-4-7-jetpack-crm-plus-new-features/) **Published:** November 10, 2022 **Author:** Ryan Moore **Content:** We have some really exciting additions for [Uncanny Automator Pro](https://automatorplugin.com/pricing/) in today’s 4.7 release. ### Jetpack CRM The [Uncanny Automator 4.7](https://wordpress.org/plugins/uncanny-automator/) release introduced a new integration for [Jetpack CRM](https://automatorplugin.com/integration/jetpack-crm/), and in Pro we’re taking that integration *a lot* further. The following triggers are also now available: - A company is deleted - A contact is deleted - A quote is created - A quote status is accepted - A transaction is deleted - An invoice is created - An invoice is deleted And there’s one new action: “Change a contact’s status to a new status”. There are tons of use cases linked to these new additions, including: - Notify the sales team in [Slack](https://automatorplugin.com/integration/slack/) when a quote is accepted - Record deleted companies in [Airtable](https://automatorplugin.com/integration/airtable/) so there’s an audit history of changes - Change a WordPress user’s role if their associated CRM contact is deleted ### New triggers and actions [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) gains 2 new triggers: - A user is banned from a specific type of group - A user receives a type of on-screen notification For the first trigger, maybe when the ban is invoked the user gets removed from enrolled courses, an admin is notified and the user receives an SMS notification; they might also be removed from associated [LearnDash](https://automatorplugin.com/integration/learndash/) groups and membership levels. And for the second trigger, maybe you also want some notifications to go out by SMS or to trick other actions for users. There’s also one new BuddyBoss action: Send an email to all members of a group. This is much like our existing action to send a *notification* to all members of a group, but the action was requested by a customer to open up more notification channels. [LearnDash](https://automatorplugin.com/integration/learndash/) adds one new trigger: A user submits an essay for a quiz. Maybe you want to alert specific users when students submit an essay question, or maybe you want to pass essay details over to Google Sheets for review there. This could even be used to send users a copy of their essay answers on quiz submission. For [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/), recipes can now be triggered by a specific field in an *entry* for a form being updated to a specific value. In other words, if a form entry involved in a Gravity Forms-based workflow has a value in the entry changed from Approved = No to Approved = Yes, Automator can run a recipe against it. [WP Simple Pay](https://automatorplugin.com/integration/wp-simple-pay/) adds 1 new trigger: A subscription for a form is renewed. And speaking of subscriptions, [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) adds a trigger for “a user’s subscription switches from a specific variation to a specific variation”. This one might be useful for upgrade and downgrade scenarios. Finally, [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) gets an action to RSVP on behalf of an attendee for an event. This is pretty useful for when third parties need to register users in events. ### Other new features There’s a new condition for posts having (or not having) a specific taxonomy term. We’ve seen an increase in more complex recipes coming in to the Help Desk, and there are many situations where being able to target specific categories, tags or other taxonomy becomes important. An example might be, “When a user completes a course, share the accomplishment in the BuddyBoss sitewide activity feed–but only if it’s a course in the Advanced category”. And that’s where the new condition comes in. Because the trigger on its own can’t target by category, the new condition allows us to set actions to run only when the taxonomy of the course matches the condition criteria. [![Taxonomy term condition](https://automatorplugin.com/wp-content/uploads/2022/11/Taxonomy-term-condition.png)](https://automatorplugin.com/wp-content/uploads/2022/11/Taxonomy-term-condition.png) There are also a *huge* number of actions and integrations that gain support for [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) in this release. We won’t list all of them (see the changelog for full details), but the following integrations are getting some type of new action token support: Advanced Coupons, AffiliateWP, bbPress, BuddyBoss, BuddyPress, Easy Affiliate, GiveWP and Peepso. [Amelia](https://automatorplugin.com/integration/amelia/) also gets full support for custom fields as tokens. If you’ve wanted to use data from your custom fields in recipes, Pro users can now leverage that data. That covers the highlights for the Automator Pro 4.7 release! Full details (including the action token additions) are in the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Turn Automator Into a WordPress Points & Credit System](https://automatorplugin.com/turn-automator-into-a-wordpress-points-credit-system/) **Published:** October 20, 2022 **Author:** Brendan Da Costa **Content:** [Uncanny Automator](https://automatorplugin.com/pricing/)’s primary function is to automate routine tasks, saving you and your team time and money. But with the right recipes, you can turn Automator into a WordPress points and credit system that will put any Swiss bank to shame. ## **What’s the Point?** Introducing a points or credit system to your WordPress website or online business can pay dividends—literally. ### **Motivate Members** Memberships are a great way to monetize your WordPress website and improve user engagement. In addition to the usual membership benefits such as access to premium content and members-only discounts, give your members different ways to earn and spend points and credit to keep them engaged and motivated. It’s an easy way to gamify your website—and who doesn’t love games? ### **Cut Back on Transaction Fees** Transaction fees can eat away at your bottom line faster than a runaway amortization schedule. By selling points and credit, however, you can reduce your merchant fees without having to cut back on the number of transactions you process. Additionally, selling points or credits gives your users more flexibility on your website and allows you to perform micro transactions without incurring macro fees! ### **Mint Your Own Money** If you’ve ever wanted to print money (let’s be honest, we all have) then Automator can help you get there. Without facing charges for counterfeiting, no less. Minting your own digital points and credit is one of the best ways to build up your distinctive brand and create loyal customers. We’re not saying that your face should be on both sides of your digital coins but… why not? ## **How to Create a WordPress Points & Credit System with Automator** In setting up a WordPress point/credit system with [Automator](https://automatorplugin.com/pricing/), you’ll first need a simple recipe that creates user metadata to store your customers’ balances. You can think of this kind of like opening up a bank account for each of your customers on your WordPress website. Follow the steps in this recipe to open point/credit “accounts” with opening balances for new and existing users on your WordPress website. In just a few clicks, you’ll be minting your very own digital coins faster than Rich Uncle Pennybags can sprint past “Go”. ### **Step 1: Create A New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. ![Uncanny Automator Recipe Type Selector Logged-in users](https://automatorplugin.com/wp-content/uploads/2022/09/Customer-Service-Pro-Tip-Slack-Notifications-for-WooCommerce-3.png) ### **Step 2: Name Your Recipe** Give your recipe a title that makes it easy to identify at a glance. We’ve named this recipe *New User Credit Account Creation*. ### **Step 3: Configure Your Trigger** In the *Triggers* panel, click **WordPress**. Note: If you are using another user/member creation plugin ([MemberPress](https://memberpress.com/?utm_medium=aff-uncannyowl&utm_content=%2F&utm_source=automatorplugin.com), [Paid Memberships Pro](https://wordpress.org/plugins/paid-memberships-pro/), [WooCommerce Subscriptions](https://woocommerce.com/products/woocommerce-subscriptions/), etc.) make sure that this plugin creates new users under the *Users* tab in your WordPress Admin Sidebar. ![Automator Trigger Integrations WordPress](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-2.png) From the drop-down list, select *A user is created*. ![Automator WordPress Trigger A user is created](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-3.png) When you’re finished, the *Triggers* panel should look like this: ![Automator WordPress A user is created Trigger Live](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-4.png) ### **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** then click **WordPress**. From the drop-down list that appears, select *Set user meta*. ![Automator WordPress Set user meta Action](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-5.png) Automator will then prompt you to set the user meta *key*/*value* pair(s). Though this might sound complex at first, it’s a very simple concept and we have a no-code promise that we intend to keep. Databases, such as your WordPress website, store information in *key*/*value* pairs. Simply put, *keys* describe *values*. For example, if your website stored weather data, you might have a *key* called “temperature\_celcius” that describes an integer *value* such as “25”. You might also have a *key* called “location” that describes a non-integer, text *value* such as “New York”. *Values* can be *static*—meaning that you set them manually—or *dynamic* meaning that they are set automatically, according to conditions you define. In our example, we’re defining the user meta with the *key* “user\_credits” and a static *value* of “100”. In other words, we’ve named our digital currency “user credits” and we’re giving our new users 100 free credits just for signing up. But, if you were feeling particularly generous, you could give your new customers 1,000,000 credits! ![Automator WordPress Action Set user meta Meta field](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-6.png) If you intend to offer multiple types of points/credit, click **Add pair** and define as many *key*/*value* pairs as you’d like. When you’re finished, click **Save**. The *Actions* panel should look like this: ![Automator WordPress Action Set user meta Live](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-7.png) ### **Step 5: Give Yourself Some Credit!** In the *Recipe* box on the upper right-hand side of the screen, toggle your recipe from *Draft* to *Live*. Now give yourself some credit—you’ve just set up a fully-customizable points/credit system on your WordPress website! ![Automator Credit Account Creation Recipe](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-8.png) ### **Step 6: Credit For Existing Users** The recipe that we’ve just cooked up will create “point/credit accounts” for all of your new users. But what about your existing users? Don’t they deserve some credit as well? To create “credit accounts” for your existing users, you can simply duplicate this recipe with a different trigger. Perhaps the simplest way to accomplish this would be to use the WordPress trigger *A user logs in to the site* so that whenever your existing customers login, Automator will create the user metadata for them. Add an action filter to sort out users who already have the user metadata “user\_credits” to avoid creating multiple “credit accounts”. Here’s what that would look like: ![Automator Existing User Credit Account Creation Recipe](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-9.gif) ## **How to Display Your WordPress Points & Credit System** Now that you’ve created all of this new user metadata, you’ll need an efficient way to keep track of your users’ point/credit balances. Fortunately, there are a few plugins that make it easy for you to get to the “point”—and they don’t require any knowledge of coding or double-entry accounting! ### **Step 1: Back-end Display** You may already have plugins to show custom user meta records in user profiles and to users in the front end already set up on your site. You may not even know it; LearnDash, for example, includes a handy \[usermeta\] shortcode for this purpose to show user records in the front end. If you don’t have plugins set up for this purpose, there are lots of free (and paid!) ones available and we’ll show 2 possibilities in steps 1 and 2. If you already have plugins for these purposes, you can skip the installation of new plugins in steps 1 and 2 and use your own solutions instead. [Click here](https://wordpress.org/plugins/jsm-show-user-meta/) to download JSM’s Show User Metadata plugin or, from your WordPress Admin Sidebar, navigate to *Plugins* > *Add New* and type the name of the plugin into the search bar. Click **Install Now** then **Activate**. ![JSM's Show User Metadata Plugin](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-10.png) From your WordPress Admin Sidebar, navigate to *Users* > *All Users* and click **Edit** beneath any user profile. If you scroll down to the bottom of your screen, you should see a table array with all of the user’s metadata. If this user has signed up or signed in to your website after you created the Automator recipes above, then you can find their credit balance under *user\_credits* or whichever *key* you gave to your digital currency. ![JSM's Show User Metadata Table Array](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-11.png) ### **Step 2: Front-end Display** JSM’s Show User Metadata gives you the ability to track point and credit balances but your users will also need a way to monitor their accounts. We wouldn’t want them to incur overdraft charges, now would we? The WHWS Display User Meta Shortcode plugin gives you the shortcode that corresponds to all user metadata so that you can embed it anywhere on the front-end of your website. [Click here](https://wordpress.org/plugins/whws-display-user-meta-shortcode/) to download WHWS Display User Meta Shortcode plugin or, from your WordPress Admin Sidebar, navigate to *Plugins* > *Add New* and type the name of the plugin into the search bar. Click **Install Now** then **Activate**. ![WHWS Display User Meta Shortcode](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-12.png) From your WordPress Admin Sidebar, click on **User Meta**. A table should appear with *User Meta* in one column and *Shortcode to Use* in the other. Scroll down to *user\_credits* or whichever *key* you gave to your digital currency. ![WHWS Display User Meta Shortcode Table Array](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-13.png) You can copy and paste the corresponding shortcode anywhere on your website—membership profile pages, for example—using the *Shortcode* feature in Gutenberg, WordPress Classic Editor or a different page-builder plugin like [Elementor](https://elementor.com/pages/elementor-cloud-website-c/?cxd=26957_417693&utm_source=elementor&utm_medium=affiliate&utm_campaign=26957&utm_content=cx&affid=26957) or [DiviBuilder](https://www.elegantthemes.com/). ## **How to Process Transactions in Your WordPress Points & Credit System** Few interactions on your website are going to be more engaging for your customers than racking up massive point balances—then spending them like the internet is going out of style (which would never happen, we think). Regardless, now that you’ve opened the doors to your very own digital points bank, you’ll want an easy way to process all of your customers’ transactions. For this, you can use Automator’s [Calculations](https://automatorplugin.com/knowledge-base/calculations-math-equations/) and [Actions Filter/Condition](https://automatorplugin.com/knowledge-base/action-filters-conditions/) features. There isn’t a CPA in the world that can keep up with the transaction processing power of Automator! ### **Adding Points/Credit** We’re going to use Automator’s Calculations feature to add and subtract points/credit from users’ accounts—but you could just as easily multiply, divide, transpose, invert or find the square root. First, we’ll look at adding points/credit if, for example, a user purchases a membership from your [WooCommerce](https://wordpress.org/plugins/woocommerce/) store. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. **Step 2: Name Your Recipe** We’ve named this recipe *Bronze Membership Credits*. **Step 3: Configure Your Trigger** In the *Triggers* panel, click **WooCommerce** then select *A user completes, pays for, lands on a thank you page for an order with a product*. Select the trigger condition and product then click **Save**. **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** then click **WordPress**. From the drop-down list that appears, select *Update the user’s details*. Automator will present you with an editor screen where you change a user’s details such as *Email*. *First name* and even *Password*. Scroll down to the field labeled *Meta* and click **Add pair** then type the user metadata key for your points/credit system into the *Key* field. ![Automator Metadata Field](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-14.png) On the right-hand side, click the **Asterisk** token icon. A drop-down list will appear. Click **Modifiers** then **Calculation**. ![Automator Token Calculation](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-15.png) Automator will present you with a pop-up window labeled *Calculation* and a field labeled *Formula*. Once again, click the **Asterisk** icon for tokens then click **Advanced** and select *User meta*. ![Automator User Metadata Token](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-16.png) A pop-up window will appear, prompting you to select the metadata to use in the formula. Type the metadata key for your point/credit system into the *User meta key* field then click **Add token** to return to the previous window. ![Automator User Meta key Field](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-17.png) Complete the formula in the *Calculation* window. In our example, we want to add five (5) credits to the user’s account when they purchase a Bronze Membership. To do this, type “ + 5” into the *Formula* field after the user meta token. Be sure to include a space before and after each symbol and integer in the *Formula* field. When you’re finished, click **Add token**. ![Automator Calculation User Credits User Meta + 5](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-18.png) The *Meta* field should look something like this: ![Automator Meta Field Key/Value Pair](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-19.png) At the bottom of the *Actions* panel, click **Save**. **Step 5: Give Credit Where Credit is Due** In the upper right-hand corner, toggle the recipe from *Draft* to *Live*. The finished recipe should look something like this: ![Automator WooCommerce Update User Meta Recipe](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-20.png) Users who purchase the product *Bronze Membership* from your WooCommerce store will now have five (5) credits added to their account. ### **Subtracting Points/Credit** Subtracting points/credits from users’ balances is just as easy as adding them. Let’s say, for example, that you wanted to subtract credits from a user’s account when they registered for an event. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. **Step 2: Name Your Recipe** We’ve named this recipe *Event Registration Credit Subtraction*. **Step 3: Configure Your Trigger** In the *Triggers* panel, click **The Events Calendar** then select *A user registers for an event* from the drop-down list. Select the event and click **Save**. **Step 4: Configure Your Action** In the *Actions* panel, click **Add action** then click **WordPress** and select *Update a user’s details* from the drop-down list. Follow the same steps as in the previous recipe but type “ – 1” into the *Formula* field instead of “ + 5”. ![Automator Calculation User Credits User Meta - 1](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-21.gif) **Step 5: Go Live** In the upper right-hand corner, toggle the recipe from *Draft* to *Live*. The recipe should look like this: ![Automator The Events Calendar User Credits User Meta Subtraction Recipe](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-22.png) ### **How to Prevent Negative Account Balances** Automator is more than capable of handling calculations with negative values—but who wants a negative account balance? Additionally, you want to make sure that your customers have a sufficient balance of points or credit to cover their transactions. To ensure smooth workflows, we recommend using Automator’s filter/condition feature in each recipe that subtracts points or credit from your users’ accounts. We’ll use the same scenario from our previous example—i.e., event registration using credits—to demonstrate how to use filters and conditions. Follow these steps to prevent users with insufficient points/credit from registering for events and/or incurring negative account balances. **Step 1: Create a New Recipe** From your WordPress Admin Sidebar, navigate to *Automator* > *Add New*. In the pop-up window that appears, select *Logged-in users* and click **Confirm**. **Step 2: Configure Your Trigger** To prevent users without points/credit from registering for an event, you’ll need to create an intermediate step for event registration. For example, we’ve created an event registration form with WPForms and will use that as a trigger. ![Automator WPForms A user submits a form Trigger](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-23.gif) **Step 3: Configure Your Actions** In the *Actions* panel, click **Add action** then [**The Events Calendar**](https://theeventscalendar.com/?irclickid=ymz2Kd0sIxyNW16WFPw8L0HgUkDQU-QD3zmMRA0&irpid=1212251&utm_medium=affiliate&irgwc=1) or whatever event scheduling platform that fits best into your workflows, such as [**Zoom**](https://explore.zoom.us/en/products/webinar/) or [**Google Calendar**](https://www.google.com/calendar/about/). Regardless of the integration you’re using, Automator will prompt you to select the registration details and the event. Finish configuring these details then click **Save**. If you’re using The Events Calendar, then your action should look something like this: ![Automator The Events Calendar RSVP on behalf of the user Action](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-24.png) To ensure that only users with a positive point/credit balance can register, hover over the three dots in the upper-right hand corner of the action and click **Filter**. ![Automator The Events Calendar Actions Filter](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-25.png) A window titled *Condition* will appear. In the drop-down list, select *General* > *A token meets a condition*. ![Automator Actions Filter Condition A token meets a condition](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-26.png) Automator will then prompt you to define the token. From the drop-down list, select *Advanced* > *User meta*. ![Automator Actions Filter Token User Meta](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-27.png) A pop-up window will appear, asking you for the specific user meta key. Type the user metadata key for your points/credit system into the *User meta key* field then click **Add token**. ![Automator Actions Filter User meta key Field](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-28.png) Now you can configure the rule that will define whether or not the action fires. In the *Criteria* field, we’ve selected *is greater than* and typed “0” into the *Value* field, meaning that the action will only fire if the user has a value greater than zero (0) in their “account”. Alternatively, you can define the criteria and value such that the action will only fire if the user has at least as many points/credits as the event costs. ![Automator Actions Filter Configure the rule](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-29.png) Click **Save filter**. Your action should now look like this: ![Automator The Events Calendar Actions Filter Run if the user meta user credits is greater than 0](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-30.png) Under the same filter, click **Add action**. Configure this second action to subtract points/credit from the user’s account just as we did before. With this filter, Automator will only subtract the point/credit if the user has a positive balance. Similarly, if you’ve defined different criteria, Automator will only subtract the points/credits if the user has a sufficient balance to cover the cost of the event. Here’s what both actions under this same filter should look like: ![Automator The Events Calendar WordPress Actions Filter Run if the user meta user credits is greater than 0](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-31.png) **Step 4: Add a Friendly Reminder to Top Up** Your users might not always know their account balance and simply assume that they have successfully registered for the event when, in fact, they had a balance of 0 and the actions never fired. However, with a third action, you can notify your customers that they have no points/credit remaining and even prompt them to top up their account. In the *Actions* panel, but outside of the filter, click **Add action**. You can use Automator’s default email integration to contact your customers about their account balance. Alternatively, you can use a CRM integration like [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) or [Mailchimp](https://mailchimp.com/en-ca/?currency=CAD) to auto-tag your customers and send more branded emails. You could even send an SMS with [Twilio](https://www.twilio.com/). For illustrative purposes, however, we’re going to use Automator’s default email integration. ![Automator Actions Emails](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-32.png) Automator will open an editor. Fill in the required fields and draft a friendly reminder to your customers to top up their account. Include tokens to personalize the email message and links to your store where your customers can super-charge their balances. When you’re finished, click **Save**. Next, you’ll want to add a filter to this third action so that it only fires if the user has a balance of zero (0) in their account. ![Automator Actions Emails Filter](https://automatorplugin.com/wp-content/uploads/2022/10/Turn-Automator-Into-a-WordPress-Points-Credit-System-33.gif) ## **You Deserve All the Credit** Whoever said money didn’t grow on trees has never used [Uncanny Automator Pro](https://automatorplugin.com/pricing/). Once you’ve gotten your points/credit system all set up, we’d love to hear how you and your customers prefer to use it. Let us know in the comments section below and we promise we’ll give you all the credit for our next update. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Use Cases --- ### [Introducing Action Tokens](https://automatorplugin.com/action-tokens/) **Published:** October 19, 2022 **Author:** Ryan Moore **Content:** [Uncanny Automator 4.6](https://wordpress.org/plugins/uncanny-automator/) is now available with a new feature that will completely transform how many of our advanced users work with recipes and data. It adds a new concept called “action tokens” that allow you to pass data *from one action to another*. Let’s explore how it works with some examples. ### What are Action Tokens? Right now, Uncanny Automator uses a powerful token system to take data from your triggers, users and posts, and use that data in your recipe actions. Suppose a recipe has a form submission trigger; you can pull data from the form fields that were submitted using our token system. Or maybe you want to use information about the user that submitted the form in your actions; that’s easy too with our standard user tokens. But let’s say your action in a recipe is to *create a post*, then after creating the post, you want to share it on Facebook. Somehow you need information about the new post (that the action created) in order to post something on Facebook. One common workaround here was just to create 2 recipes: the first to create the post, the second to fire when a new post is created (so watching for the first recipe to create the post) and then running the action. Having 2 connected recipes is confusing though and introduces more risk. The *ideal* situation is being able to merge what’s needed into a single recipe, and now you can. Now, when you look at the available tokens for new actions, you will see data associated with *existing* actions in the same recipe now available. Create a new user in a recipe? You can return the user ID and look up user records, or even send an admin a link to the new users’s edit page in /wp-admin/. Create a post? Return the post URL and ID. Create a group or forum topic? Return their respective IDs and URLs. Here’s what the updated token section looks like inside an action: [![Action tokens for Automator recipes](https://automatorplugin.com/wp-content/uploads/2022/10/Uncanny-Owl-Screenshot-10-16-at-14.29.59.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Uncanny-Owl-Screenshot-10-16-at-14.29.59.png) At the top of the token list, you’ll see the standard list of tokens available everywhere. Common tokens related to user details and the site, Date tokens are for date/time data, Advanced covers elements like post and user meta, Modifiers allow calculations, then we have the sections for tokens related to the *triggers* in a recipe and tokens related to other *actions* in the recipe. Let’s go back to an example where maybe a form submission creates a new blog post and we want to share the new blog posts submitted via the form automatically to a [Facebook group](https://automatorplugin.com/integration/facebook-groups/). Here’s what the actions might look like: [![Use tokens from previous actions](https://automatorplugin.com/wp-content/uploads/2022/10/Using-values-from-previous-actions.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Using-values-from-previous-actions.png) In the image above, you can see how we’re using the Post URL as well as the Post Title that are created from the “Create a post” action in our new Facebook message. It’s that easy! This new feature will slash the number of recipes most sites require and it’s a lot more efficient. There are some situations where filters and some action types might affect the availability of action tokens when the actions run, but to make things as easy and simple as possible, there are new instructional messages and visual aids to help out. [![Action token visual aids](https://automatorplugin.com/wp-content/uploads/2022/10/Action_token_visual_aids.jpg)](https://automatorplugin.com/wp-content/uploads/2022/10/Action_token_visual_aids.jpg) There are dozens of new action trigger options in the free release and you’ll find them to be of most value in recipes that involve the creation of posts (in WordPress or elsewhere, like social media) or users. With so many token options now available, we also have a new Knowledge Base article about [managing tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) that’s worth a read. ### Big improvements to webhooks Webhooks can sometimes be hard to troubleshoot when they fail. The website you’re sending data to might be down or return some type of error, but until now, the *specific* error details weren’t available for easy review in the Automator logs. In Automator 4.6, webhooks that run into some type of error or notice will now return the full details, like this: [![Webhook errors](https://automatorplugin.com/wp-content/uploads/2022/10/Webhook-error-codes.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Webhook-error-codes.png) This enhancement makes it a lot easier to identify and trace webhook errors. The next change is *much* bigger, and also more advanced. Let’s start with some context. There are situations where another system receiving data requires fields to be in a certain format. It might even be appropriate to flag something as a null value, so not just blank or zero, but intentionally null. Until now, Automator didn’t offer a way to specific data types for *each key*, nor did we have a way to effectively pass null values. A “value” was always required, and sometimes this created an issue for systems expecting a null record. We’re adding a new column to rows in webhook records to support data types, and this is what it looks like: [![Webhook key data types](https://automatorplugin.com/wp-content/uploads/2022/10/Webhook-key-data-types.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Webhook-key-data-types.png) We know this complicates things a bit, and for the vast majority of use cases, **leaving the default “Text” data type is completely fine and expected**. Your existing recipes with webhooks will just inherit this option by default. The new options give advanced users a way to choose the correct data type and to leave *Value* blank if a null value is appropriate. ### The Events Calendar Attendee data Working with standard and custom attendee data has been a challenging (but common) request, and with [The Events Calendar 6.0](https://automatorplugin.com/integration/the-events-calendar/) release we have been able to expand our support of additional field types. Where previously we couldn’t support custom fields for attendee information, Automator now has support for pulling those records, including text fields, radio buttons and checkboxes. Please note that The Events Calendar 6.0 or higher is required for this expanded field support. ### New triggers, actions and tokens There are a handful of important new additions in this free release of [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). [Uncanny Groups for LearnDash](https://www.uncannyowl.com/downloads/uncanny-learndash-groups/) users get 2 new tokens: - A number of seats greater than, less than, equal to or not equal to a number are added to an Uncanny group - A number of seats greater than, less than, equal to or not equal to a number are removed from an Uncanny group It was an interesting use case from a customer that led to these additions, specifically being able to keep an audit record of changes to seat counts by Group Leaders and admins. Now it’s possible to use a Google Sheet as a way to track when seat count increases and decreases happen and by whom. [WP Simple Pay](https://automatorplugin.com/integration/wp-simple-pay/) adds a new trigger for when a subscription from a form is created. For [WooCommerce](https://automatorplugin.com/integration/woocommerce/) users, there are lots of new tokens for order fees, order shipping and product price. You asked, we listened! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator Pro 4.5: New Condition features plus JetEngine](https://automatorplugin.com/automator-pro-4-5-new-condition-features-plus-jetengine/) **Published:** September 21, 2022 **Author:** Ryan Moore **Content:** [Uncanny Automator Pro 4.5](https://automatorplugin.com/pricing/) is our last big release of the quarter—but don’t despair, because the first Q4 release is coming in the next few weeks and it’s going to be huge! Today’s update adds new [JetEngine](https://automatorplugin.com/integration/jetengine/) support, but it’s what we’re introducing to conditions that will be a game-changer for many sites. Not only is it easier to create complex recipes, but you can create otherwise impossible use cases related to date and time conditions. ### Multiple actions per condition We know, it’s cumbersome to set up recipes when several actions share the same [conditions](https://automatorplugin.com/knowledge-base/action-filters-conditions/). A few versions ago we introduced drag & drop support for actions, but it took us some time to get the user interface and functionality *just* right to introduce support for multiple actions sharing one set of conditions. Starting today, you can drag actions around, including into condition “groups”, so for each set of conditions you can now include multiple actions. Here’s what it looks like: [![Multiple actions per Automator condition](https://automatorplugin.com/wp-content/uploads/2022/09/multiple-actions-per-condition.gif)](https://automatorplugin.com/wp-content/uploads/2022/09/multiple-actions-per-condition.gif) Yes, the preview animation is *really* cool; our front end team put a lot of work in here. If you didn’t catch it, watch how the actions collapse when things are moved around so you see a simplified view. By showing only the minimum required information, it’s easier to move actions to the right location and see multiple actions onscreen at once. Of course, it’s not just about looking great. The new feature itself makes it a lot more efficient to keep conditions organized in a recipe and slash the time it takes to create recipes. Moreover, it does actually work—when the conditions are met, all actions under the conditions will fire. ### New Conditions: Date & Time [Uncanny Automator Pro 4.5](https://automatorplugin.com/pricing/) introduces a completely new class of conditions called “Date and Time”. This represents a *huge* change in how recipes can be run because instead of making conditions about data, we can make actions only run at certain times, dates, days of the week and more. Let’s start off with a simple example. Perhaps you want to run a sale that includes access to a bonus course, but the bonus is only valid for purchases made in September. Until today, there was no easy way to handle it automatically in a recipe except to actually go in and disable the recipe. Well, now you can just add this to the recipe instead: [![Automator Date & Time](https://automatorplugin.com/wp-content/uploads/2022/09/Automator-Date-Time.png)](https://automatorplugin.com/wp-content/uploads/2022/09/Automator-Date-Time.png) Pretty cool, right? Of course, running actions during a certain month (or not during that month) only is pretty limited, so we built all of these conditions that you can attach to your actions: - The date is a specific date - The date is a specific day of the month - The date is a specific month - The date is between a specific date and a specific date - The day is a specific day of the week (run your actions on Fridays only or every day except Sundays!) - The time is before or after a specific time - The time is between a specific time and a specific time We think that’s a pretty strong start to the new condition type, and as we get more feedback, we’ll be adding even more. As you can see from the screenshot above, the date or time can be populated from the current WordPress date and time, a token passing in a date or time, or even something hard coded. We spent a ton of time building (and dozens of hours testing!) a variety of date and time formats including text, tokens, Unix timestamps and more to make sure the conditions work well across a lot of sites and date formats. ### JetEngine & JetFormBuilder In the free version of [Uncanny Automator 4.5](https://wordpress.org/plugins/uncanny-automator/) we released our first Crocoblock integration, and in Automator Pro we’re adding support for a second: [JetEngine](https://automatorplugin.com/integration/jetengine/). There are 2 new triggers: - A user updates a specific JetEngine field on a specific post type - A user updates a specific JetEngine field on a specific post type to a specific value So, by popular request, you can now trigger a recipe based on JetEngine field changes for any post types you might be using. This works exactly as you would expect, and as similar features for WordPress posts, Advanced Custom Field, Meta Box and others have worked for some time. While adding those new triggers, we also bundled in 2 more triggers for JetFormBuilder: - A form is submitted with a specific value in a specific field - A user submits a form with a specific value in a specific field ### And the rest [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) gains a new action to create a new affiliate. This is a big addition and allows scenarios like creating a new affiliate when a tag is added to a user, a form is submitted, users complete an onboarding course, etc. Following up on the Automator 4.5 release, [SureCart](https://automatorplugin.com/integration/surecart/) also gets a “guest purchases a product” trigger for Pro users. And for the new [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/) integration, there’s a trigger for “An ad’s status changes from a specific status to a specific status”. There are 2 new [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) triggers, both of which are really important additions: - A user is deleted - A specific meta value of a specific type of post is updated to a specific value With the former, now you can get notifications when accounts are deleted or you can use the WordPress account deletion to fire deletions in related apps and sites so you can stay compliant with GDPR and privacy requirements. For our membership plugins, [MemberPress](https://automatorplugin.com/integration/memberpress/) adds a new trigger for “a user’s transaction for a membership is set to a status” and [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/) gets “an admin assigns a membership level to a user”. Finally, if you’re still not excited about the condition announcements and were hoping for some extra conditions for extra plugins, you’re in luck. There’s a new Automator condition to check whether or not a user has completed another recipe, [MemberPress](https://automatorplugin.com/integration/memberpress/) adds “the user is not an active member of a membership” and [WooCommerce](https://automatorplugin.com/integration/woocommerce/) gets “A user has not purchased a specific product”. For the complete list of updates, don’t forget to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator 4.5: SureCart, Advanced Ads, JetFormBuilder & Download Manager](https://automatorplugin.com/automator-4-5-surecart-advanced-ads-jetformbuilder-download-manager/) **Published:** September 21, 2022 **Author:** Ryan Moore **Content:** We’re excited to introduce [Uncanny Automator 4.5](https://wordpress.org/plugins/uncanny-automator/), the latest major release of the #1 no-code automation plugin for WordPress. This release adds **four** new integrations, including the new [SureCart](https://automatorplugin.com/integration/surecart/) ecommerce platform, [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/), [JetFormBuilder](https://automatorplugin.com/integration/jetformbuilder/) and [WordPress Download Manager](https://automatorplugin.com/integration/wordpress-download-manager/). There are also several huge new features in the plugin, including new database management tools and an overhaul of the recipe logs for better usability and performance. ### WordPress Download Manager Let’s start with some of the integrations, triggers and actions in the [Automator 4.5](https://wordpress.org/plugins/uncanny-automator/) release. The first one is something we’ve seen from customers on and off related to this question: “How can I run recipes when someone downloads a file?” We settled on [WordPress Download Manager](https://automatorplugin.com/integration/wordpress-download-manager/) to address this use case and the 4.5 release adds 1 trigger for “Everyone” recipes: - A specific file is downloaded [![WP Download M](https://automatorplugin.com/wp-content/uploads/2022/09/WP-Download-Manager.png)](https://automatorplugin.com/wp-content/uploads/2022/09/WP-Download-Manager.png) With this new addition, you can have file downloads tag users in a CRM, add them to a mailing list, autocomplete a lesson or topic so users can proceed in a course, log download details in [Google Sheets](https://automatorplugin.com/integration/google-sheets/), send a purchase offer by email when users download a sample, etc. ### SureCart [SureCart](https://automatorplugin.com/integration/surecart/), a new and exciting SaaS ecommerce platform for WordPress, has leapt onto the scene to glowing reviews and significant growth. A free version is currently available and a Pro version is coming soon, and Uncanny Automator will be able to support both in recipes. Uncanny Automator 4.5 adds 1 new trigger for SureCart: - A user purchases a product (“Guest” triggers, as you might expect, are coming soon in [Automator Pro](https://automatorplugin.com/pricing/).) With these new triggers, you can set up [SureCart](https://automatorplugin.com/integration/surecart/) automations that link product purchases to actions like adding users to mailing lists, adding and removing CRM tags, queuing follow-up emails, tracking affiliate commissions, unlocking membership levels, granting group or course access, etc. Pairing SureCart plus Uncanny Automator equals one of the most powerful ecommerce solutions available—and it’s all in our free version, with no limits on recipes or recipe runs. ### JetFormBuilder Okay Crocoblock users, we heard your requests and we’re excited to announce new support for [JetFormBuilder](https://automatorplugin.com/integration/jetformbuilder/). Automator 4.5 includes these 2 triggers: - A user submits a form (logged-in) - A form is submitted (everyone) And, as you might expect from any of our form integrations (even in a first release!) we have lots of token support, including parsing a variety of field types, form ID, name, title, etc. If it’s in your form, we can probably grab it and use it in actions! Popular use cases will probably including sending form data to [Airtable](https://automatorplugin.com/integration/airtable/) and [Google Sheets](https://automatorplugin.com/integration/google-sheets/), registering users, setting CRM tags, and setting up notifications and email campaigns. (Were you hoping for some JetEngine news to go along with this announcement? If so, hang in there for the Pro release!) ### Advanced Ads Ever wish you could control ads or trigger recipes when ads are changed? Automator 4.5 adds a new integration for [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/), a popular ad management plugin with over a decade of history. Here’s what’s new for Automator: - Trigger: An ad is set to a specific status - Action: Set an ad to a specific status The new additions allow automations like notifying someone in [Slack](https://automatorplugin.com/integration/slack/) when a scheduled ad goes live, triggering a mail campaign when an ad is published, publishing an ad when payment via a form is received, etc. ### New recipe logs We thought it was about time that the [Recipe Logs](https://automatorplugin.com/knowledge-base/using-automator-logs/) caught up with the rest of Automator in terms of styling and experience. In the Automator 4.5 release, you’ll notice *big* changes to the recipe log. Here’s what it looks like (with the mouse cursor hovering in the first row): [![Automator recipe logs](https://automatorplugin.com/wp-content/uploads/2022/09/Automator-recipe-logs.png)](https://automatorplugin.com/wp-content/uploads/2022/09/Automator-recipe-logs.png) There’s a lot to highlight here, so we’ll add some comments about key things to note in the screenshot: - There is full gravatar support now to make the user associated with the recipe run more easily identifiable. Images are cached locally for better performance and this won’t slow down log load times. - The previous **Details** button has been replaced with the “i” icon. Functionality remains the same. Hover over a row to show the trash icon that allows deleting a log entry. - Recipe runs that completed with errors are shown in red. Check the “i” icon to see full details about the error. - If the “User run #” column shows an icon of a person with a slash through it, it means it’s a userless recipe. - All filter and search functionality remains the same. - All columns are fully sortable. - Recipe titles in the first column are hyperlinked to the associated recipe edit page, and users in the User column are hyperlinked to the user edit page. It’s a lot of change, but we think it makes the log tables easier to work with and more useful. Behind the scenes, we were able to reduce the number of calls to load log entries to make the pages more performant too. ### New database tools We’re not finished with new features yet! While not especially glamorous, Automator 4.5 adds new cleanup and migration tools. Ever wanted to start over with Automator or purge all Automator tables if you decide to stop using it? No problem, here’s what the new page under **Automator > Status > Tools** looks like in /wp-admin/: [![Database Tools for Automator](https://automatorplugin.com/wp-content/uploads/2022/09/Database-Tools-for-Automator.png)](https://automatorplugin.com/wp-content/uploads/2022/09/Database-Tools-for-Automator.png) If table issues are detected, we’ll show a button to repair them. If the tables are fine, there’s a button to purge all tables. And those trash can icons on the right? You can use those to drop Automator “views” from the database. We use database “views” to make data lookups more efficient, but some migration tools don’t like them. While we have seen probably fewer than 20 sites affected, now there’s a convenient new way to drop views if they aren’t properly supported by your environment or migration plugin. (Dropping views does not cause data loss in any way, they simply present data from other tables in a way that’s more efficient for Automator when we run recipes.) ### And the rest The “Tools” menu was changed to “Status” and a lot of user interface elements were improved. If it’s been some time since you checked out those status, tool and debug pages, maybe it’s time for another look! [Condition](https://automatorplugin.com/knowledge-base/action-filters-conditions/) sentences are now sorted alphabetically. As we keep adding conditions (wait until you see Pro!) making sure the entries are well organized is becoming increasingly important. Recipes now list available integrations for triggers and actions before integrations that aren’t yet set up. So instead of showing *all* integrations alphabetically, available ones are now shown first in each list. [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/) gains a new trigger for “a form is submitted with a key from a specific group” for *[Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) only*. Ever wanted to fire unique onboarding emails or automations based on a user redeeming an enrollment key for a specific group? Now you can! Tokens related to dates have been moved to a new “Date” category in the token list. This aligns with some bigger changes for date and time in the upcoming Pro release. Finally, there’s an interesting new trigger in the [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) integration: A user logs out of a site. Those are the highlights for this big update to our [free Uncanny Automator plugi](https://wordpress.org/plugins/uncanny-automator/)n. Make sure to check out the [full changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for a complete list of what’s new in Automator 4.5, and let us know what new features you like best in the comments below! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integration: WhatsApp](https://automatorplugin.com/new-integration-whatsapp/) **Published:** August 23, 2022 **Author:** Ryan Moore **Content:** We’re extremely excited to welcome a new integration to Uncanny Automator: [WhatsApp](https://automatorplugin.com/integration/whatsapp/). Our team had been working on this integration for months, but it was finally made possible only because of a new WhatsApp Cloud API that has now resolved some growing pains. With those challenges behind us, let’s dig deeper into what we were able to deliver in the free [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 4.4 release. ### WhatsApp Integration If you’re a [WhatsApp](https://automatorplugin.com/integration/whatsapp/) user, you may be familiar with some of the other WhatsApp plugins already available for WordPress. Some of them even have hundreds of thousands of installs. What they all have in common is that they’re *chat* apps; they allow individual communication via WhatsApp, but they aren’t suitable for notifications and transactional messages. That’s where our integration comes in, as it uses the brand new [WhatsApp Cloud API](https://developers.facebook.com/docs/whatsapp/cloud-api/) to facilitate for more advanced integrations. The Uncanny Automator 4.4 release adds these new triggers for WhatsApp: - A message is received - A message to a recipient is not delivered because they have not opted in - A message to a recipient is set to a specific status - A message to a recipient was not delivered And, of course, the actions that will undoubtedly see the most use: - Send a WhatsApp message template to a number - Send a WhatsApp message to a number With these new additions, you can send email follow-ups if WhatsApp recipients fail validation, send notifications to users based on site activity, welcome new users to a social group with a personalized greeting, etc. Using message templates, you can take things even further with reusable content. Here’s a screenshot of the action: [![WhatsApp Message Template for WordPress](https://automatorplugin.com/wp-content/uploads/2022/08/Uncanny-Owl-Screenshot-08-23-at-13.25.52@2x.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Uncanny-Owl-Screenshot-08-23-at-13.25.52@2x.png) As you can see, it’s *extremely* customizable and powerful. But what makes Uncanny Automator really different than every other provider we’ve seen with API support is that we **don’t add fees or surcharges for WhatsApp API use.** You just [pay for your WhatsApp account](https://developers.facebook.com/docs/whatsapp/pricing/), **nothing extra to us**. In fact, the first 1,000 “conversations” are free each month, so if your site doesn’t send many messages, you might find yourself paying nothing for the WhatsApp integration. That means there is no cheaper option out there than Uncanny Automator if you send a lot of WhatsApp transactional messages. Connecting your WordPress site to WhatsApp seamlessly does require a few steps, including creating a Business app with Facebook and connecting that app to WhatsApp and Uncanny Automator. Make sure you follow the steps in our [Knowledge Base article](https://automatorplugin.com/knowledge-base/whatsapp/) to get the WhatsApp WordPress integration successfully set up. ### Other new additions As this 4.4 release falls outside of our normal release cycle (we just couldn’t wait to get WhatsApp out as soon as the new Cloud API was ready!), we don’t have many extra announcements, but we do have one that’s pretty cool. We made a big (well, subtle, but useful!) change to how field labels are presented in recipes. Suppose you have an action to mark a topic complete for a user, and another to mark a course complete. After creating the recipe, the only way to tell them apart is with the title of the post, since selecting something hides the course and topic identifiers. Here’s an example: [![Topic vs. Course example](https://automatorplugin.com/wp-content/uploads/2022/08/image-49.png)](https://automatorplugin.com/wp-content/uploads/2022/08/image-49.png) Based on that screenshot, which one is the topic? Which is the course? There’s no way to tell. How can we solve it? Like this: [![Topic vs. Course Solved](https://automatorplugin.com/wp-content/uploads/2022/08/image-50.png)](https://automatorplugin.com/wp-content/uploads/2022/08/image-50.png) Now it’s *very* clear which action is associated with the topic and which one is the course. Problem solved! And those are the highlights for [Uncanny Automator 4.4](https://wordpress.org/plugins/uncanny-automator/). Have fun with the new WhatsApp integration! Check out the full changelog at ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Pro 4.3: Meta Box and More](https://automatorplugin.com/new-integration-meta-box/) **Published:** August 15, 2022 **Author:** Ryan Moore **Content:** Following up on last week’s [100-integration milestone](https://automatorplugin.com/automator-4-3-over-100-integrations-for-wordpress-automation/), [Uncanny Automator](/pricing/) is back with another big integration announcement: we now support Meta Box! The [Automator Pro 4.3](https://automatorplugin.com/pricing/) release also adds triggers and actions for [Easy Affiliate](https://automatorplugin.com/integration/easy-affiliate/), [Studiocart](https://automatorplugin.com/integration/studiocart/) and [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/) for the first time. ### Meta Box [Meta Box](https://automatorplugin.com/integration/meta-box/) is a wildly popular plugin for WordPress developers and site owners that offers an easy way to create meta boxes and custom fields for any WordPress post type. With over 40 different field types, it’s easy to capture data for almost anything related to your users, courses, products and more. Automator Pro 4.3 adds these new Meta Box triggers: - A field is updated on a post - A user updates a field on a post [![Meta Box triggers for Automator](https://automatorplugin.com/wp-content/uploads/2022/08/Meta_Box_triggers_for_WP_automation.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Meta_Box_triggers_for_WP_automation.png) With the new triggers, sites can do things like add users to a course or social group when a user’s profile field is updated, remove a CRM tag when another plugin updates a Meta Box value, etc. ### WP Mail SMTP Pro [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/) plugin support was added to [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) as an integration in last week’s 4.3 release. In the [Pro](https://automatorplugin.com/pricing/) update, we’re adding 2 new triggers: - In any email, a URL containing a string is clicked - In any email with specific text in a subject, a URL containing a specific string is clicked The use cases for click tracking are endless: tag users in a CRM, offload records to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) for analysis, set user meta to control future drip campaigns in Automator, etc. ### WooCommerce [WooCommerce](https://automatorplugin.com/integration/woocommerce/) gets 3 new triggers in the Automator Pro 4.3 release: - A guest completes, pays for, or lands on a thank you page for an order with a product variation - An order is refunded - A product’s inventory status is set to a specific status Once again, we’ve got lots of powerful use cases lined up. When an order is refunded, remove users from a mailing list, remove them from groups, queue a series of emails, notify an admin, add the order details to a Refunded list in [Google Sheets](https://automatorplugin.com/integration/google-sheets/), etc. As for the inventory status trigger, this might be used to notify a site team in Slack that a product has low inventory, maybe even automatically unpublish a product. The “Create an order” action for Woo also gains the ability to apply a coupon to an order. We had a good example from a customer about the existing Woo Create an Order action causing accounting problems since it created records for a dollar value even though no payment was collected. The support for coupons allows 100% off coupons to be applied to custom orders so this issue can be avoided. ### Studiocart The [Studiocart](https://automatorplugin.com/integration/studiocart/) was first introduced in Uncanny Automator 4.2, but this is its first introduction to Uncanny Automator Pro. This release adds 2 new triggers: - A guest completes an order for a product - A subscription is cancelled for a product The first trigger opens up guest checkout workflows for users that don’t create an account during purchase. The second allows notifications for sales teams, email campaigns to customers to win them back and more. ### Easy Affiliate Maybe last week’s [Easy Affiliate](https://automatorplugin.com/integration/easy-affiliate/) introduction didn’t include the triggers and actions you needed? Pro can help with these additions: - New trigger: A payout is made to an affiliate - New action: Add a new affiliate - New action: Record a sale for an affiliate [![Easy Affiliate automation](https://automatorplugin.com/wp-content/uploads/2022/08/Easy_Affiliate_automation.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Easy_Affiliate_automation.png) There are lots of opportunities to use the new additions. Maybe when a payout is made to an affiliate they’re notified by [SMS message](https://automatorplugin.com/integration/twilio/). When a user submits a registration form with custom user meta, they can be automatically added as a new affiliate. And perhaps when a purchase is made by a specific [WPForms](https://automatorplugin.com/integration/wp-forms/) submission, an affiliate is logged to a particular user. ### BuddyBoss, BuddyPress & bbPress Based on a lot of user feedback, we made these additions: - New [bbPress](https://automatorplugin.com/integration/bbpress/) trigger: A guest replies to a topic. Use this trigger to fire recipes when anonymous postings are made to a discussion forum. - New [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) action: Send a private message to a specific user. While we already supported sending a message to a user, this new version allows greater control over the user that gets targeted as the recipient. - New [BuddyPress](https://automatorplugin.com/integration/buddypress/) action: Send all members of a group a notification. BuddyBoss already had it, now we’re extending support to BuddyPress. ### FluentCRM We’re not done with new additions yet! Our [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) integration gains 2 new actions: - Add a contact to a list - Remove a tag from a contact Where these differ from our existing list and remove tag actions is that these additions support people that aren’t existing WordPress users. No WordPress account is required for the users that are targeted in the actions. ### New conditions We have a *ton* of new LearnDash and WordPress conditions in this release. Conditions allow actions to be run or not run based on certain criteria, like a user having a certain CRM tag or access to a certain course. Here’s what’s new for [LearnDash](https://automatorplugin.com/integration/learndash/): - The user has completed a lesson - The user has completed a quiz - The user has completed a topic - The user has failed a quiz - The user has not completed a lesson - The user has not completed a quiz - The user has not completed a topic - The user has passed a quiz So, going beyond the existing course and group conditions, now you can control actions based on lessons, quizzes and topics. Previously you would have needed a CRM to do something like the following: - If a user enrolls in a course and doesn’t complete the lesson at the halfway point within 1 week, send them an email; if nothing changes after 2 weeks, notify their Group Leader. You can now do personalized workflows like that entirely with Automator, no CRM required. [![LearnDash conditions](https://automatorplugin.com/wp-content/uploads/2022/08/LearnDash_conditions_for_actions.png)](https://automatorplugin.com/wp-content/uploads/2022/08/LearnDash_conditions_for_actions.png) For WordPress core, these are the new conditions: - A specific meta key exists for a post - A specific meta key does not exist for a post - A specific user meta key exists for a user - A specific user meta key does not exist for a user Certainly these are more for power users, but conditions like these have enabled us to offer all types of new solutions in support tickets over the past few months. There’s a bit of a learning curve, but once tackled, Automator is increasingly replacing what would normally require a CRM at a *tiny* fraction of the cost. ### New tokens We added some really useful tokens for [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) users for the “User makes a post to the activity stream of a group” trigger, including Activity media URL, Activity video URL and Activity document URL. Want to use activity stream post assets in other apps and contexts? Now you can. The number of tokens available depends on your settings in the BuddyBoss media settings; here’s an example of how this is managed for activity media: [![BuddyBoss Media Tokens](https://automatorplugin.com/wp-content/uploads/2022/08/BuddyBoss-Media-Tokens.png)](https://automatorplugin.com/wp-content/uploads/2022/08/BuddyBoss-Media-Tokens.png) [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) gains a new “Transaction ID” token for forms that include payment fields. Last, but not least, the [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) trigger for “An application is received for a job of a specific type” gets tokens for Job owner ID and Candidate ID. Those are the highlights of [Uncanny Automator Pro 4.3](https://automatorplugin.com/pricing/)! For the full release specifics, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Pro 4.4: New Triggers & Conditions](https://automatorplugin.com/pro-4-4-new-triggers-conditions/) **Published:** August 31, 2022 **Author:** Ryan Moore **Content:** Uncanny Automator Pro 4.4 is a small but important release that includes some new triggers, several new conditions and a handful of features. It builds on the Automator 4.4 release to round out our offerings for Make and KonnectzIT. ### New triggers Both the Make and KonnectzIT integrations add support for incoming webhooks for Pro users. This means you can pass data from those services into Automator using the new triggers, so that Make and KonnectzIT records can be incorporated into Automator recipes. The Meta Box integration adds a new trigger: - A user’s Meta Box field is updated So, if a field associated with a user’s profile is updated, recipes can now be initiated against that trigger. This allows you to run an automation when a user updates their phone number, job title, or whatever other custom data might be stored in Meta Box profile fields. [![](https://automatorplugin.com/wp-content/uploads/2022/08/do-something-update-custom-meta-box-fields.webp)](https://automatorplugin.com/wp-content/uploads/2022/08/do-something-update-custom-meta-box-fields.webp) ### New conditions There are *tons* of new conditions for Pro users in today’s release. Here’s a list of what’s now supported: - Emails – An email address does not end with a domain - Emails – An email address ends with a domain - WooCommerce – The user’s billing info contains a specific value - WooCommerce – The user’s shipping info contains a specific value - WordPress – A user with a username does not exist on the site - WordPress – A user with a username exists on the site - WordPress – A user with an email address does not exist on the site - WordPress – A user with an email address exists on the site - WordPress – The user has posted a specific number of approved comments - WordPress – The user has published a specific number of posts With these new conditions, maybe a user only gets a certain product bonus (like a course or CRM tag) if they belong to a certain organization (based on email address) or are located in a certain geographic area (like state or province). [![](https://automatorplugin.com/wp-content/uploads/2022/08/wordpress-conditions-run-if-user-exists-254x300.png)](https://automatorplugin.com/wp-content/uploads/2022/08/wordpress-conditions-run-if-user-exists.png) ### New tokens and features Based on recent customer requests, we’ve added 2 important new tokens for Pro users: - Fluent Forms – “File upload” field token support added - WooCommerce – “A guest completes, pays for, lands on a thank you page for an order with a product in a category” – “Order quantity” token added Rounding out the release, the WooCommerce *Create an order* actions now support using custom values in drop-down list (so that you can dynamically target values based on information provided by triggers) and the WordPress *Set the featured image of a post* action adds image URL support. For the full list of changes in Uncanny Automator Pro 4.4, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Do More with Studiocart Sales Funnels & Uncanny Automator](https://automatorplugin.com/do-more-with-studiocart-sales-funnels-uncanny-automator/) **Published:** July 27, 2022 **Author:** Brendan Da Costa **Content:** Every WordPress business owner/operator knows that it’s a long way from “click” to “sale”—and an equally long way from “sale” to “delivery”. The process of converting prospective buyers into loyal repeat customers is, however, the key to your business’ success. With [Studiocart](https://automatorplugin.com/integration/studiocart/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you can build automated sales funnels that feed directly into your workflows—and all the way down to your bottom line! Get your prospective customers started in your Studiocart sales funnel and excited about your digital content offerings with a free trial. Notify your team about new trial registrants with [Slack](https://automatorplugin.com/integration/slack/) messages so that they can prepare personalized greetings. And after a successful trial, follow-up with an automated email campaign to turn prospects into profit! Boost your conversion rates for your digital products and online services with this powerful pairing. And the best part? There’s no code and no cost required to get started! ## **Sales Funnels and Workflows** If you’re excited about creating irresistible sales funnels and seamless workflows, you’re already halfway to better conversion rates. But before you run ahead and declare victory it’s fair to ask what, exactly, is a sales funnel? And how, precisely, does it feed into your workflows? ### **Sales Funnels** Simply put, a *sales funnel* defines the journey that consumers go through on their way to purchasing a specific product or service. Generally, sales funnels consist of four stages: awareness, interest, desire and action. A sales funnel plugin such as [Studiocart](https://automatorplugin.com/integration/studiocart/) gives businesses the ability to centralize their sales funnels with advertising capabilities to boost awareness, interest and desire and transactional capabilities to execute sales. ### **Workflows** By connecting your sales funnels to your workflows, you can start to automate your business’ operations and create new revenue streams. You can connect your sales funnels to your workflows by triggering different actions based on your customers’ behavior. Did they show interest by viewing a product online? Automatically send an email offering them a limited time discount. Did they purchase an online course? Automatically add them to course chat groups, send them the course syllabus and offer a discount on more advanced courses if they pass with higher grades. ## **What is Studiocart?** [Studiocart](https://automatorplugin.com/integration/studiocart/) is a WordPress sales funnel plugin designed to help you sell your digital products and online services. You can think of Studiocart as a streamlined alternative to larger online retail platforms such as [WooCommerce](https://automatorplugin.com/integration/woocommerce/) and Shopify. ![Studiocart Homepage](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-1.png) Studiocart offers no-bloat, all-business features that make it easy to set up and use and economical for small businesses, all without sacrificing conversion-boosting performance. In its free version, Studiocart comes equipped with must-have features such as one-page checkout and order form short code. You can also take advantage of built-in integrations such as [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) and [Mailchimp](https://automatorplugin.com/integration/mailchimp/) to widen your sales funnel. The Pro version of Studiocart allows you to use familiar page builders such as [Elementor](https://automatorplugin.com/integration/elementor/) and [Divi](https://automatorplugin.com/integration/divi/) for maximum customization with minimum effort. ## **Why Studiocart?** There are dozens of great e-commerce plugins available on the market today, each with their own strengths and areas of focus. [Studiocart](https://automatorplugin.com/integration/studiocart/) is among the newest additions to the roster of sales funnels plugins but has already helped nearly 3,000 businesses improve their conversions. Studiocart specializes in creating sales funnels for digital products and online services. It’s perfect for digital content creators and service providers who wouldn’t make use of features like shipping with [WooCommerce](https://automatorplugin.com/integration/woocommerce/) or Shopify. With its easy-to-use and familiar interface, small WordPress startups can take advantage of Studiocart’s free version with just a few clicks. Create stunning one-page checkouts that reinforce your brand identity, run pre-scheduled promotions and sales and tailor payment options to better suit your business. Once you’ve gotten your customers through your sleek new Studiocart sales funnel, don’t forget to create a beautiful aftersale thank you page to upsell, cross sell and create repeat business. ![Studiocart Thank You Page Template](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-2.png) As your business grows, Studiocart offers a whole bevy of premium features such as coupons, order bumps and upsells to keep your conversions high. You can even demo Studiocart’s Pro platform with a [14-day free trial](https://www.studiocart.co/pro-trial/)! ![Studiocart Pricing Plan](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-3.png) For all of its simplicity, however, it wouldn’t be fair to call Studiocart plain. By pairing Studiocart with Uncanny Automator, you can create powerful sales funnels that feed directly into your workflows. Automatically register users for online courses, add them to chat groups or scheduled events and get them started on their next purchase with aftersale emails. ## **Connect Studiocart and Automator** Before you can get your sales funnels hooked up to your workflows, you’ll need to download the free versions of both [Studiocart](https://automatorplugin.com/integration/studiocart/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). ### **Step 1: Download the Studiocart Plugin** From your WordPress Admin Sidebar, navigate to *Plugins* > *Add New*. Type “studiocart” into the search bar, scroll to the *Studiocart* plugin, click **Install Now** and **Activate**. ![Studiocart WordPress Plugin Download](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-4.png) You can also download the Studiocart plugin [here](https://automatorplugin.com/integration/studiocart/). Then import the downloaded file into your WordPress website by navigating to *Plugins* > *Add New* and clicking **Upload Plugin** in the upper left-hand corner. Studiocart offers lots of resources for its new users to help you get started. If you need additional help, you can sign-up for their [free course](https://www.studiocart.co/build-your-audience-and-sell-online-courses/) and experiment with the [14-day free trial](https://www.studiocart.co/pro-trial/) of their Pro platform ### **Step 2: Download the Uncanny Automator Plugin** From your WordPress Admin Sidebar, navigate to *Plugins* > *Add New*. Type “uncanny automator” into the search bar, scroll to the *Uncanny Automator* plugin and click **Install Now** then **Activate**. ![Uncanny Automator WordPress Plugin Download](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-5.png) You can also download Uncanny Automator from the WordPress website by [clicking here](https://wordpress.org/plugins/uncanny-automator/). ## **Connect Your Sales Funnels and Workflows** With both [Studiocart](https://automatorplugin.com/integration/studiocart/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) all set up on your WordPress website, it’s time to start improving your sales funnels and automating your workflows. Automator works using [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/)—i.e., combinations of *triggers* and *actions* that seamlessly integrate your various WordPress plugins. Recipes can work for either users who are logged-in to your WordPress website or for all site visitors. Below are just a few examples of the ways in which you can improve your sales funnels and automate your workflows using Studiocart and Automator. ### **Example 1: Free Yoga/Exercise Classes** If you’re providing online classes, webinars or workshops one of the best ways to improve your conversion rates is to offer free trials. Once your customers know that you can deliver the goods, they’ll be lining up down the digital block to get more of what you have to offer. Follow these steps to set free trials for your online yoga/exercise classes. #### **Step 1: Create Your Free Trial Product** If you haven’t already created your products in Studiocart, don’t worry. Uploading your entire catalog of digital content into Studiocart is easier than packing store shelves. From your WordPress Admin Sidebar, navigate to *Studiocart* > *Products* and click **Add New Product**. Scroll down to the *Product Settings* pane and select *Payment Plans* from the sidebar. Click **+** **Add New** and select *Free* from the drop-down list next to *Product Type*. ![Studiocart Product Builder](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-6.png) Under *Purchase Restrictions*, you can set product limits and date restrictions to automatically limit the size and availability of your free trial class. When your class reaches capacity or when your free trial expires, it will no longer be available for purchase. ![Studiocart Product Restrictions](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-7.png) Configure the rest of your product’s specifications to your liking and when you’re satisfied, click **Publish**. #### **Step 2: Create a New Recipe** Next, navigate to *Automator* > *Add New* from your WordPress Admin Sidebar. Select *Logged-in users* from the pop-up window that appears and click **Confirm**. ![Automa Logged in Users](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-8.png) #### **Step 3: Name Your Recipe** It’s always a good idea to name your recipe as soon as you can. Try coming up with a naming convention that makes it easy for you to identify your various recipes at a glance. For simplicity’s sake, we’ve named this recipe *Studiocart-Zoom: Free Trial* because of the integrations that we’re going to use. #### **Step 4: Select Your Trigger** Next, you’ll need to select the trigger for your recipe. From the list of available integrations, click **Studiocart**. ![Automator Trigger Selector Studiocart](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-9.png) From the drop-down list that appears, select your desired trigger event. For our example, we’ll need to select *A user purchases a product*. ![Automator Studiocart Trigger Selector](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-10.png) You’ll then be prompted to select a product. For our example, we’ve selected our *Free Trial* product. Click **Save** and make sure that your trigger is *Live*. ![Automator Title](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-11.png) #### **Step 5: Select an Action** Scroll down to the box labeled *Actions* and click **Add action**. This is where you can really get creative with your workflows! Automator supports a few dedicated webinar platforms, including [Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/) and [Google Meets](https://automatorplugin.com/integration/google-calendar/) for small and medium sized businesses and [Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) and [GoTo Webinar](https://automatorplugin.com/integration/gotowebinar/) for larger businesses. For our example, we’re going to select *Zoom Meetings*. ![Automator Action Selector Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-12.png) Note: If your Zoom account isn’t already connected to Automator, don’t worry. Getting it all set up takes just a few minutes. [Click here](https://automatorplugin.com/knowledge-base/zoom/) for a brief step-by-step guide on connecting Zoom Meetings to Automator. From the drop-down list that appears, select *Add the user to a meeting* then select the Zoom meeting that you’ve created for your free trial. Click **Save** and make sure that your action is *Live*. ![Automator Zoom Meetings Action Live](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-13.png) #### **Step 6: Go Live!** The last thing for you to do is to take your new automation live and watch your free trial fill up with prospective customers! When you’re all finished, your recipe should look something like this: ![Automator Studiocart Zoom Meetings Recipe](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-14.png) If you want to offer a more generous free trial, you can easily add more actions to this recipe. Click **Add another action** and invite your prospective customers to join you for more free sessions of your online offerings. ### **Example 1: Continued** No sales funnel is complete without, well, a sale. Using Automator, you can track the success of your free trial and automate an email campaign to turn your trial participants into paying customers. #### **Step 1: Add a Tag to a User** Keep track of the users who have signed up for your free trial using tags. In the same recipe, click **Add another action** then **Groundhogg**. ![Automator Groundhogg Action](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-15.png) Note: You can use any other customer relationship management (CRM) that supports user tagging or lists such as [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM), [Hubspot](https://automatorplugin.com/integration/hubspot/) or [Mailchimp](https://automatorplugin.com/integration/mailchimp/). From the drop-down list that appears, select *Add a tag to the user* and then whichever tag you’ve created to designate participants in your free trial. Click **Save** and set the action to *Live*. Your action pane should now look something like this: ![Automator Zoom and Groundhogg Actions](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-16.png) #### **Step 2: Add Tag to Paying Customers** For this next step, it is possible to create a secondary trigger and tertiary action within your existing recipe, though we recommend creating a new one for simplicity. Create a new recipe following the instructions from Step 2 and Step 3 in the previous example. You can then add another tag to users who purchase the paid version of your free trial product or service. Your recipe should look something like this: ![Automator Studiocart and Groundhogg Recipe](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-17.png) #### **Step 3: Follow-up with Your Prospects** With your Automator recipes in place, you’ll automatically know which of your users participated in your free trial but did not opt-in for your paid product or service. Using Goundhogg’s email broadcast and filter features, you can then send a follow-up email to your prospective customers to boost your conversion rates. From your WordPress Admin Sidebar, navigate to *Groundhogg* > *Broadcasts* and click **Schedule Email Broadcast**. Follow the prompts in the pop-up window that appears and configure your contact filters as follows: ![Groundhogg Broadcast Contact Filters](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-18.png) You can use this email broadcast to remind your free trial participants to sign-up for your paid online yoga classes. Alternatively, you can ask them to fill out a brief survey to find out how you can improve your trial experience to increase your conversions in the future. With sales funnels this seamless, pretty soon, you’re going to need a bigger virtual yoga studio! ### **Example 2: E-learning Sales Funnels for Pros** Once you’ve familiarized yourself with Studiocart and Automator, you can upgrade to the Pro version of these platforms to unlock even more powerful sales funnels and workflows. Want to offer a 7-day free trial that gives your users access to all of your LearnDash courses and notify course instructors that they have a new student? No problem. #### **Step 1: Set Up Your Recipe** Create a new recipe as you did before with a Studiocart trigger. Then, under the *Actions* pane, click **Add action** then **LearnDash** and select *Add the user to a group*. ![Automator LearnDash Action](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-19.png) Select the group to which you would like to add your trial participants. You can create multiple actions just like this if you want to give trial participants access to more courses and groups. #### **Step 2: Limit Your Free Trial Period** Uncanny Automator allows you to create time-delayed actions. You can use this feature to limit your free trial period. First, click **Add another action** then **LearnDash** and select *Remove the user from a group*. Once you have saved this action, hover over it and click **Delay** to set your trial period. ![Automator Action Delay](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-20.png) Click **Set delay**. #### **Step 3: Notify Course Instructors** Ensure a smooth onboarding process for trial participants by notifying course instructors that they have a new student. Click **Add another action** then **Slack** and select *Send a direct message to a Slack user*. Fill out the specifics of your message as follows: ![Automator Slack Action](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-21.png) Click **Save** and toggle your recipe to *Live*. It should look like this: ![Automator Studiocart LearnDash Recipe](https://automatorplugin.com/wp-content/uploads/2022/07/Do-More-with-Studiocart-Sales-Funnels-Uncanny-Automator-Image-22.png) ### **Augment Your Automations** Now that you have some recipes under your belt, it’s time to cook up an automated, seven-course sales funnel meal. Use [Studiocart](https://automatorplugin.com/integration/studiocart/) to elevate your conversions and leave the heavy-lifting of your workflows to [Automator](https://wordpress.org/plugins/uncanny-automator/). Want to host a virtual premiere? No problem. Build hype amongst your site users with [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) or [Mailchimp](https://automatorplugin.com/integration/mailchimp/) and create a seamless sales funnel with Studiocart. Notify your team when someone purchases a VIP pass so they can roll out the virtual red carpet. Then automatically send premium content and aftersale emails to your users with Automator and guide them into your next sales funnel. Tell us how you optimize your sales funnels in the comments section below. Until next time, happy automating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator, Use Cases --- ### [Boost Your WooCommerce Sales with ActiveCampaign & Automator](https://automatorplugin.com/boost-your-woocommerce-sales-with-activecampaign-automator/) **Published:** July 15, 2022 **Author:** Brendan Da Costa **Content:** As a [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store owner, you have the ability to create highly personalized customer experiences that build your brand recognition and loyalty. But, when you have thousands—or maybe even tens of thousands—of loyal customers, crafting those customized journeys is easier said than done. To really do the job right, you’ll need a whole lot of time and staff to stay on top of what’s happening in your store. But there is an easier way, one that leverages the power of email marketing and automation. With [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/)—both best-in-class ecommerce automation tools—you can build customer workflows and journeys that increase conversions and customer engagement. The best part? It’s entirely free for you to try! Keep reading to find out how you can get set up with [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) and Automator today for the grand total of $0. ## **What is ActiveCampaign?** Did you know that Return on Investment (ROI) for email marketing campaigns averages 3,800%? According to the [Data & Marketing Association](https://www.barilliance.com/email-marketing-statistics/#tab-con-23), the average email marketer can expect to see $38 for every $1 invested. It’s one of the best ways to see a return on your site investment, and even nominal effort and expense can yield significant results. Of course, [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) is free for you to try out, so your initial return will be infinitely higher than that 3,800%! [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) is an automated email marketing and *customer relationship management* (CRM) platform that enables its users to collect and organize contact data, initiate marketing campaigns and send transactional emails—and so much more! If you’ve ever used automated email marketing software such as [Mailchimp](https://automatorplugin.com/integration/mailchimp/), Sendinblue or Moosend, then you’ll be familiar with the three core features that make a strong email marketing platform: segmentation, personalization and automation. [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) takes familiar features such as a drag-and-drop email builder, A/B testing and contact and lead scoring and gives them unparalleled functionality to offer you more granular contact segmentation, greater personalization and far more powerful automation. With [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM), the possibilities for meaningful engagement with your customer and contact base are truly endless. Here’s just one example of how you can personalize your customer workflow: ### **Example: An Author’s Drip Campaign** ![ActiveCampaign Automation Tree](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-1-ActiveCampaign-Automation-Tree.png) #### **Scenario** Let’s say that an author wanted to gather reviews on a new book in their [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store to build up hype around its release. At the same time, the author would like to start measuring their readers’ engagement with their content. With [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM), the author can design an automation to run a *drip campaign* (an email marketing campaign that follows a schedule) that serves both of their aims. #### **Automation** **Step 1:** Automatically add a tag to a contact after they purchase the new book. **Step 2:** Send an automated post-purchase email with a request for a review. This can be time-delayed to allow for shipping and/or product testing. **Step 3:** Segment contacts by those who left a review and those who did not, automatically adding points to or subtracting points from their profiles based on their actions. **Step 4:** Add a tag to customers who left a review and send them another automated email with a coupon for their next purchase. **Step 5:** Watch your WooCommerce store grow and prosper! Powerful as this automation is, it’s just the tip of the iceberg that is [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM)’s capabilities. You can put an expiry date on an automation if you’re running a promotion, segment the availability of the promotion to only customers in a given geographic area and design every detail of your emails to suit your branding! With all of these great features, there is a bit of a learning curve—especially if you’re new to email marketing automation—but [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) has an intuitive interface and offers tons of user support. When you sign-up with [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM), you’ll receive the undivided attention of a representative to help you get started. And once you upgrade to a paid plan, [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM)’s ongoing support for all of its users gives you the tools and knowledge you need to make the most of their powerful platform. So even if you’ve never launched an email marketing campaign, you’ll be a pro before long. It’s easy to see why 150,000 businesses use [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) to take their businesses to the next level. By signing up for a [free 14-day trial](https://www.activecampaign.com/?_r=F4147AIM), you can see how easy it is to automate your business and improve your margins. ## **What is Uncanny Automator?** Once you’ve signed up for your free [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) trial—congratulations, by the way—the next step is to connect it to your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store so that you can start to automate your CRM. For this, you’ll need an automation plugin—and why not go with the best? [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is a WordPress plugin that allows you to automate the workflows of your WordPress website and seamlessly integrate [90+ plugins and apps](https://automatorplugin.com/integrations/). All you need to get started is the ability to “copy and paste” and the desire to save time (and money)—no code required. In the following section, we’ll walk you through the simple steps to connect [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) with your WooCommerce store using Uncanny Automator. ## **Connect WooCommerce and ActiveCampaign** ### **Step 1: Install Uncanny Automator on your website** Uncanny Automator is a free plugin available on WordPress.org, so installation is as simple as visiting your Plugins page on your WordPress site, searching for “uncanny automator”, installing it and then activating it. If you need help, we have a quick tutorial. [Download Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) ### **Step 2: Connect ActiveCampaign** Sending data to [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) requires that you connect to it. You can connect right from inside your recipe or visit the *Automator* > *Settings* > *Premium* *Integrations* page from your WordPress Admin Sidebar to configure ActiveCampaign. If you need help, there’s a guide available. [Enable ActiveCampaign Integration](https://automatorplugin.com/knowledge-base/activecampaign/) ### **Step 3: Start Making Recipes Like a WordPress Wizard!** Now that you’re all set up with [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) and Automator, it’s time to start connecting with your customers and boosting your WooCommerce sales. To give you an idea of how easy it is to get started, let’s do a simple walkthrough. **Step 1:** From your WordPress Admin Sidebar, create a new recipe under *Automator* > *Add New*. You’ll be prompted to select your recipe type. Select the box on the left labeled “Logged-in users” and click **Confirm**. ![Automator Recipe Type Selector](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-2-Automator-Recipe-Type-Selector.png) **Step 2:** At the top of the page, give your recipe a title that makes it easy for you to remember. It’s best to come up with a naming convention for your recipes. For example, you could list the integrations involved in the recipe and then describe the action. Following that convention, this recipe would be titled *WooCommerce-ActiveCampaign: New Book Contact Tagging.* If the title is available, a green check mark will appear in the right-hand side of the title box. ![Recipe Title with Green Check](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-3-Recipe-Title-with-Green-Check.png) **Step 3:** Below the title box, you’ll find the triggers box. From the list of your available integrations, select **WooCommerce**. ![Trigger Box Integrations w_ Hover on WooCommerce](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-4-Trigger-Box-Integrations-w_-Hover-on-WooCommerce.png) Then, from the drop-down list of triggers that appears, select *A user completes, pays for, lands on a thank you page for an order with a product*. ![WooCommerce Triggers Dropdown Menu w_ Hover on A user...with a product](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-5-WooCommerce-Triggers-Dropdown-Menu-w_-Hover-on-A-user...with-a-product.png) **Step 4:** Select your specific trigger condition—for our example, we selected *completes* an order—and the product for which you would like to create a contact tag. ![WooCommerce Trigger Live](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-6-WooCommerce-Trigger-Live.png) On the right-hand side of the trigger box, make sure that the trigger is set to *Live*. This should happen automatically but it’s always good to verify! **Step 5:** Scroll down to the actions box and select **ActiveCampaign** from the list of available integrations. ![Action Box Integrations w_ Hover on ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-7-Action-Box-Integrations-w_-Hover-on-ActiveCampaign.png) From the drop-down list that appears, select *Add a tag to the user* and then choose the tag you’re looking for. Once again, verify that the action is set to *Live*. ![Automator Action Live](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-8-Automator-Action-Live.png) **Step 6:** In the recipe box in the upper-right hand of the screen, set the recipe from *Draft* to *Live*. ![Recipe Box Live FULL RECIPE](https://automatorplugin.com/wp-content/uploads/2022/07/Screenshot-9-Recipe-Box-Live-FULL-RECIPE.png) Finally, kick back and let your tag-triggered [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) automations run your CRM! Note: Contacts need to be added to ActiveCampaign before Automator recipes with the ActiveCampaign integration can run. If you’re not sure whether contacts will already be in ActiveCampaign when the recipe runs, always use the action “Add a contact to ActiveCampaign” before adding tags or adding them to lists. ## **Do More with ActiveCampaign and Automator** With [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) and another [90+ integrations](https://automatorplugin.com/integrations/), you can easily smooth your workflows while simultaneously creating highly personalized communications with your customers. If you [activate ActiveCampaign triggers](https://automatorplugin.com/knowledge-base/activecampaign-triggers/) in Automator, you can start to really unlock the potential of your new automated CRM. Want to shout out your loyal customers on social media after they leave a review of your product? With our [Facebook](https://automatorplugin.com/integration/facebook/), [Twitter](https://automatorplugin.com/integration/twitter/) and [Instagram](https://automatorplugin.com/integration/instagram/) integrations, it’s easier than you might think. Want to add a customer to a [Google Calendar](https://automatorplugin.com/integration/google-calendar/) event or a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group based on their [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) contact score? No problem. With [ActiveCampaign](https://www.activecampaign.com/?_r=F4147AIM) and [Automator](https://wordpress.org/plugins/uncanny-automator/), there’s no limit to your ability to segment, personalize and automate your CRM except for what you can imagine. So dream big and automate! Try [ActiveCampaign’s free 14-day trial](https://www.activecampaign.com/?_r=F4147AIM) today and start putting your WooCommerce store on autopilot! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-Brendan-Bio-Pic-1-300x300.jpeg) Brendan Da Costa Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time. [See Full Bio](https://automatorplugin.com/author/brendan/) [ ](https://automatorplugin.com/author/brendan/) **Categories:** Recipe Ideas, Uncanny Automator --- ### [What's new in WLM, Fluent Support, LearnDash, Woo and BuddyBoss](https://automatorplugin.com/whats-new-in-wlm-fluent-support-learndash-woo-and-buddyboss/) **Published:** July 13, 2022 **Author:** Ryan Moore **Content:** Hot on the heels of the [Uncanny Automator 4.2](https://automatorplugin.com/math-equations-studiocart-and-pabbly-connect/) release, we’re excited to introduce [Uncanny Automator Pro 4.2](/pricing/), which adds a lot of new *things*: triggers, actions, tokens, conditions, and even a few behind-the-scenes improvements. There are almost 30 new triggers and actions alone. Let’s jump in to what’s new for Pro users. ## Fluent Support The triggers we added for [Fluent Support](https://automatorplugin.com/integration/fluent-support/) in our 4.1 release (when we introduced the integration) were a bit weak, so we’re making up for lost time. Here’s the full list of triggers that are in the Pro 4.2 release: - A ticket for a product is closed by a customer or agent - A ticket for a product is opened by a customer or agent - A ticket for a product is replied to by a customer - A ticket for a product is replied to by an agent - A ticket with a specific priority is closed by a customer or agent - A ticket with a specific priority is opened by a customer or agent - A ticket with a specific priority is replied to by a customer - A ticket with a specific priority is replied to by an agent As you can see, if you want to trigger *anything* based off of some kind of ticket creation or update, Automator has you covered. There’s a single new action too, and it’s *amazing*: **Create a support ticket**. Imagine the possibilities… when payment fails for an order, create a ticket automatically so the support team can follow up with the customer. Or maybe when a long-time subscription is cancelled, a ticket is created to reach out to the customer and try to win them back. You could even use it for system-related things, so when a recipe fails, you create a ticket that pre-populates the recipe information so someone can investigate why it fails. [![Fluent Support example](https://automatorplugin.com/wp-content/uploads/2022/07/payment-failed-fluent-support.png)](https://automatorplugin.com/wp-content/uploads/2022/07/payment-failed-fluent-support.png) ## LearnDash We have some pretty great additions for sites that leverage [LearnDash](https://automatorplugin.com/integration/learndash/) groups and have Group leaders. There are 2 new triggers available: - A Group Leader is added to a group - A Group Leader is removed from a group Why? We built these ones to address a few scenarios we started to see creeping up on LearnDash sites. The primary use case we had in mind was to create alerts for groups with multiple Group Leaders–if there were a change in Group Leader/instructor staffing, other Group Leaders could be notified. So if a new Group Leader joined, or was removed, other Group Leaders would be kept in the loop. This could even be used to trigger exit interviews and surveys when a Group Leader leaves a group or organization. Of course, to support the notification scenario above, we needed a new action: - Send an email to Group Leaders of a group We had other email actions to cover *students* inside a group, and some types of communication to Group Leaders, but this Group Leader email action makes more opportunities available. There’s also one new token for LearnDash; when the “user submits an assignment” trigger is used in a recipe, the assignment URL is now available for the recipe actions. ## Wishlist Member If you’re short on [Wishlist Member](https://automatorplugin.com/integration/wishlist-member/) triggers, [Uncanny Automator Pro 4.2](/pricing/) can definitely help. It adds 6 new triggers: - A user is approved for a membership level - A user’s access to a membership level is cancelled - A user’s access to a membership level is unapproved - A user’s access to a membership level is uncancelled - A user is confirmed for a membership level - A user is unconfirmed for a membership level These triggers are all pretty self-explanatory. Typical actions might include removing users from groups, revoking access to a course, restoring previous event enrollments, etc. ## WooCommerce There are 3 new triggers and 2 new actions for [WooCommerce](https://automatorplugin.com/integration/woocommerce/) and [Woo Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/). These additions should excite a lot of Automator users: - New trigger: A payment fails for an order - New trigger: A guest completes, pays for or lands on a thank you page for an order *with a specific coupon* - New trigger: A product has its associated order set to a specific status - New action: Set the user’s subscription to a specific variation of a variable subscription product to a status (this may set a record for longest action title?) - New action: Set the user’s subscription of a subscription product to a status Remember the example above for creating a support ticket when a payment fails? That first new trigger is how you can do it. And that second trigger is very exciting; you can run recipes based on the redemption of specific WooCommerce coupons. ## BuddyBoss There’s one new trigger for our [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) integration that comes from a customer request: “A user joins a hidden group”. Previously we could target public groups in recipes, but the user made a good case for supporting hidden groups specifically. And then there’s a big new action: “Show an on-screen notification to the user”. This one is much like how we can pop up notifications in tools like [OptinMonster](https://automatorplugin.com/integration/optinmonster/) and [Elementor](https://automatorplugin.com/integration/elementor/), just with BuddyBoss native notifications. So, any time you want to show a subtle onscreen message bubble to users as part of a recipe, Automator Pro can make it happen! ## Automator and WordPress Core We like to highlight the third party plugins first in release announcements, but the 2 additions to core functions are both *huge* additions. **Developers**: There’s a new action to *Run JavaScript code* as part of recipes. This has been on our radar ever since we added actions to run WordPress hooks and custom functions. You can use this for anything, and developers hooking in to recipes no longer need to rely on a PHP option. This new action is part of the [Automator Core](https://automatorplugin.com/integration/automator-core/) integration. On the [WordPress core](https://automatorplugin.com/integration/wordpress-core/) side, there’s one new action: “Add a comment to a post”. Use your favourite form tool as a way to submit comments to your site, push comments for an article on one site to the article on another site. ## FluentCRM We added 2 new [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) conditions to Uncanny Automator Pro 4.2: - A user has a tag - A user does not have a tag These additions mean you can run specific actions based on whether or not a user has a specific tag. Perhaps if they have a “Gold” tag when they make a purchase, you add store credit to their account. Or if they don’t have a “Certificate” tag on course completion, you send them a congratulations email instead of a course certificate. ## And the rest In no particular order, Automator Pro 4.2 adds: - Entry ID, User IP, Entry date and Entry source URL as tokens for [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) triggers - Product category and Product tag tokens for “A product has its associated order completed, paid for, or a thank you page visited” in [WooCommerce](https://automatorplugin.com/integration/woocommerce/) - The WooCommerce “Create an order” action gets support for shipping method fields and additional token support There’s more, of course, so make sure to check the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/) for full details. What new additions are you most excited about? Let us know in the comments! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator vs. WP Fusion](https://automatorplugin.com/uncanny-automator-vs-wp-fusion/) **Published:** June 13, 2022 **Author:** Ryan Moore **Content:** [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) and [WP Fusion](/share/wpfusion/) are both very powerful and easy-to-use plugins for WordPress in the no-code automation space. How they work, what they connect to, and what you can do with them, however, are all very different. In this article, we’ll try to make the differences more clear. For full disclosure, we use WP Fusion ourselves all of the time, and it’s running on the Automator website right now. We’re big fans of WP Fusion, the support Jack Arturo and his team deliver and the never-ending stream of improvements and new features. If you connect your WordPress site to a CRM, we absolutely consider WP Fusion a must-have plugin. And as the developers of Uncanny Automator, certainly we’re quite biased about our own product. On most sites that we build and/or maintain, *both* WP Fusion and Uncanny Automator are indispensable parts of the tech stack. Here’s a sample recipe that combines the best of both worlds: [![Automator recipe with WP Fusion](https://automatorplugin.com/wp-content/uploads/2022/06/Automator_recipe_with_WP_Fusion_Action.png)](https://automatorplugin.com/wp-content/uploads/2022/06/Automator_recipe_with_WP_Fusion_Action.png) # Introduction to WP Fusion [WP Fusion](/share/wpfusion/) is a CRM integration, marketing automation and membership plugin all rolled into one. To derive value from it, you must be using a Customer Relationship Management (CRM) tool. Popular examples in WordPress include [Groundhogg](https://automatorplugin.com/integration/groundhogg/) and [Fluent CRM](https://automatorplugin.com/integration/fluentcrm/), while outside of WordPress, platforms like [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/), [Hubspot](https://automatorplugin.com/integration/hubspot/) and [Mailchimp](https://automatorplugin.com/integration/mailchimp/) are popular. WP Fusion’s features depend on being connected to a CRM. One that connection is in place, you can store all sorts of data about contacts and WordPress users—from biographical data and mailing list membership to information about site activity and ecommerce purchases. It helps create very detailed profiles about your users, which you can then apply to automated workflows, site access, content availability and more. It does all of the heavy lifting between your WordPress site and your CRM. Beyond some of the CRM, tagging, list and profile capabilities, WP Fusion has a powerful suite of membership features. You can control access to course content, memberships, pages and more using tags and other controls. There are a plethora of shortcodes that can be used in the front end to make this easier. WP Fusion supports an unparalleled number of CRMs, but it also connects with a huge number of WordPress plugins directly. It allows finite control over how CRM tags and lists are integrated on your WordPress site. Examples here include tagging a user when they complete a course in your LMS plugin and adding a user to a group automatically if they have a certain tag. # How is Uncanny Automator different? While Uncanny Automator has native integrations with a few CRMs, it’s nowhere near what WP Fusion supports. Part of the reason for this is that Uncanny Automator **does not** depend on a CRM. That’s one of the key differences. For many use cases on WordPress sites, Automator can reduce the need for a CRM, as it supports scheduling, conditions and complex workflows natively. You can even use custom meta to replicate many tag-based scenarios. Where Uncanny Automator excels is with connecting almost *anything* together to create powerful automations–all inside WordPress. Here are a few examples of scenarios where Automator is a better fit than WP Fusion: - Pass form entries to Google Sheets to build dashboard reports - When a post is published, share it automatically on social media - When a code is redeemed, add the user to a social group - When a user attends a live event, generate and send them a certificate after the event - When a user completes a purchase, show an offer in a pop-up - When a user purchases a product, register them in a Zoom meeting - When a user with a specific email domain submits a form, create a LearnDash group - When a user completes a series of courses, notify their instructor by email - When WordPress receives data from an HR system via webhook, create a user and enroll the user in courses All of the above examples are simple situations where there is no CRM component and where diverse tools need to talk to each other directly. Whereas WP Fusion is all about users and building user-based profiles and workflows, Automator goes beyond that to automate system workflows and may or may not incorporate user data in its automations. Here’s how WP Fusion explains it. **WP Fusion is primarily an integration tool between WordPress and your external CRM or marketing platform.** **Uncanny Automator is a Zapier-like solution but for WordPress plugins** (and we’ll extend that to include non-WordPress apps and other WordPress sites too, because our scope has really expanded since WP Fusion wrote that). The text above is still a good way to think of things. With WP Fusion, your CRM is the hub of your automations, user data, site access and more. With Automator, it’s WordPress that’s the hub, with Automator connecting everything together. For a full take on this from the WP Fusion perspective, make sure to check out # When should you use each plugin? **Start with Uncanny Automator when…** - You’re not yet using a CRM or marketing automation platform - You want to link your plugins, apps and sites directly together - You want to build complex automations inside WordPress that may not involve user data **Start with WP Fusion when…** - You’re already using a CRM or marketing automation platform - Most of your automations are related to emails, campaigns and user data - You need membership features We use the word “Start” above because in many situations, and as needs evolve, you may find use cases that benefit from using both products together. # The best of both worlds As we mentioned earlier in the article, [WP Fusion](/share/wpfusion/) and [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) are plugins we ourselves use together wherever possible. We love integrating WordPress with a CRM (to grow and send newsletters, profile users, track user analytics, restrict content, etc.), and for this purpose, nothing can touch WP Fusion. Building complex automations in WordPress to connect plugins together, to connect WordPress sites to each other and to connect sites to apps like Slack, Google Sheets, Twitter and more is also pretty fantastic. And in this area, nothing can touch Uncanny Automator. Best of all, Uncanny Automator has a [*native integration* for WP Fusion](https://automatorplugin.com/integration/wp-fusion/). Maybe you need to add or remove CRM tags based on scenarios WP Fusion can’t support; that’s where Automator comes in. The combination of the 2 products unlocks use cases that go far beyond what each plugin can offer independently. Are you using WP Fusion and Uncanny Automator on your WordPress site? Let us know how it’s helping your platform in the comments below! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Featured Plugins, Uncanny Automator --- ### [Pro 4.1: GravityKit Support, over 20 triggers & actions](https://automatorplugin.com/pro-4-1-gravitykit-support-over-20-triggers-actions/) **Published:** June 9, 2022 **Author:** Ryan Moore **Content:** Coming up with titles for posts about Uncanny Automator updates is hard, because there’s simply so much to include that a few words of text can’t possibly do the releases justice. Yesterday we released [Uncanny Automator 4.1](https://automatorplugin.com/new-integrations-autonami-fluent-support-and-google-calendar/), which included 3 new integrations, a new editor, and tons of new triggers and actions. If you can believe it, today’s release of [Uncanny Automator Pro 4.1](https://automatorplugin.com/pricing/) adds even more triggers and actions to the #1 no-code automation tool for WordPress. We’re excited to introduce an integration for one new WordPress plugin, over 20 new triggers and actions, several new conditions and tokens, as well as support for basic authentication for incoming webhooks. ## New integration: GravityKit [GravityKit](/share/gravitykit/) (formerly GravityView) is an add-on for [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) that makes it easy to build things with data from form submissions. You can create tables, data-rich user profiles, directories, tables, maps, charts and more with this powerful WordPress plugin. In the [Automator Pro 4.1](https://automatorplugin.com/pricing/) release, we’re introducing these new triggers: - An entry for a specific form is approved - An entry for a specific form is rejected Most of the related use cases will be around notifications and follow-up workflows, but we’re sure users will find many creative ways to use the new triggers. ## Autonami overload Yesterday’s 4.1 release added the new [Autonami](https://automatorplugin.com/integration/autonami/) integration, and the 7 triggers and actions we added were pretty fantastic. But why settle for 7 triggers and actions when you could have **16**? Here’s what the Pro 4.1 release adds to the integration: - New trigger: A tag is removed from a contact - New trigger: A tag is removed from a user - New trigger: A user is removed from a list - New action: Add a contact to a list - New action: Remove a contact from a list - New action: Remove the user from a list - New action: Add the user to a list - New action: Remove a tag from a contact - New action: Remove a tag from the user And with those changes, *now* we have a very rich integration with Autonami. [![](https://automatorplugin.com/wp-content/uploads/2022/06/Autonami_for_Automator_Pro.png)](https://automatorplugin.com/wp-content/uploads/2022/06/Autonami_for_Automator_Pro.png) ## LearnDash [LearnDash](https://automatorplugin.com/integration/learndash/) users are going to *really* like the new actions and conditions in Pro 4.1. Let’s start with the new actions: - Remove the user from all groups - Unenroll the user from all courses - Remove the user as a leader of a group The first 2 actions will save a huge amount of time with cleanup. Instead of requiring actions for every course or group, if you need to remove a user from everything in bulk, a single action can now take care of it. The third action is more interesting for new use cases. We added it based on the request to allow customers to *subscribe* to groups as Group Leaders, so we needed a way to remove that access if a subscription is cancelled or expires. As for conditions, here’s what’s new: - The user is a member of a group or its child groups - The user is not a member of a group or its child groups - The user has not completed a course The first 2 open up a lot of opportunities for WordPress sites that are leveraging [LearnDash Group hierarchies](https://www.learndash.com/support/docs/users-groups/groups/global-group-settings/#global_course_management_display_settings). Now, instead of defining conditions based on potentially a lot of groups, you can set conditional checks at the top-level parent for the group hierarchy. The third condition is great for checking up on user progress and running workflows based on performance. Maybe when a user enrolls in a course, there’s an action to send the user a reminder in 30 days and notify their Group Leader if they haven’t yet completed the course. Yes, Automator keeps making it easier and easier to replace common CRM workflows for elearning sites. ## So much Amelia We went a bit overboard with additional [Amelia](https://automatorplugin.com/integration/amelia/) support in this release too. Here’s what we’re adding in Automator Pro 4.1: - New trigger: A booking of an appointment for a service has been changed to a specific status - New trigger: A user’s booking of an appointment for a service has been changed to a specific status - New trigger: A booking of an appointment for a service is cancelled - New trigger: A booking of an appointment for a service is rescheduled - New trigger: A user’s booking of an appointment for a service is cancelled - New trigger A user’s booking of an appointment for a service is rescheduled Yes, many of those sound similar, where the difference between several triggers is Logged In vs. Everyone recipe usage. Typical use cases here might include creating reports in [Google Sheets](https://automatorplugin.com/integration/google-sheets/), tagging and untagging contacts in a CRM, managing course enrollments, etc. ## Basic authentication for incoming webhooks In our quest to make Uncanny Automator the #1 tool for incoming and outgoing webhook support for WordPress, today we’re adding a new feature for authenticating incoming webhook traffic. Here’s an example of what the security header option looks like: [![Webhook authentication for WordPress](https://automatorplugin.com/wp-content/uploads/2022/06/Screen-Shot-2022-06-07-at-1.42.37-AM.png)](https://automatorplugin.com/wp-content/uploads/2022/06/Screen-Shot-2022-06-07-at-1.42.37-AM.png) The screenshot above shows a sample with authentication using a username and encoded password. Certainly this webhook authentication support is intended for advanced users, but provides a more secure way for Automator to validate incoming webhook traffic with security headers. ## And the rest [Uncanny Automator Pro 4.1](https://automatorplugin.com/pricing/) adds several additional triggers, actions and features. The new HTML template features have now been added to the LearnDash “Send a certificate” and “Send an email to the user’s Group Leaders” actions; the Woo “Generate and email a coupon code to the user” also gets the new support. This means you can use full HTML templates in your email bodies and the code will not be modified by TinyMCE or the WordPress editor, it will stay intact. [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) gains a new action to create friendships between any 2 users. Users can be mapped directly in the recipe or, as always, custom user IDs can be passed in. To make data cleanup easier, there’s a new [WordPress](https://automatorplugin.com/integration/wordpress-core/) action to move all of a specific type of post with a taxonomy term in a taxonomy to the trash. In simpler terms, you can move all posts meeting certain criteria to the trash, like maybe all products with a certain matching category. WordPress also gains 1 new trigger: A taxonomy term is added to a specific type of post. So maybe if a blog post is added to the “Share” category, it’s shared on social media, or maybe a course that has a “public” tag added triggers a [Mailchimp](https://automatorplugin.com/integration/mailchimp/) campaign and has a “Featured” category added so it’s moved to the top of a course grid for improved promotion. In our [LifterLMS](https://automatorplugin.com/integration/lifterlms/) integration, the “Remove the user from a membership” action gets an “All memberships” option. And in [Groudhogg](https://automatorplugin.com/integration/groundhogg/), Tag ID and Tag Name tokens are now available for the triggers. Last, but certainly very far from least, the [Automator Action Logs](https://automatorplugin.com/knowledge-base/using-automator-logs/) get a new filter that allows displaying a list of records based on status. This makes it a lot easier to pull up a list of Scheduled actions only, Skipped actions, actions that experienced some type of error, etc. For the full list of updates, make sure to check out [the changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New integrations: Autonami, Fluent Support and Google Calendar](https://automatorplugin.com/new-integrations-autonami-fluent-support-and-google-calendar/) **Published:** June 8, 2022 **Author:** Ryan Moore **Content:** Less than a month after the launch of [Uncanny Automator 4.0](https://automatorplugin.com/facebook-groups-advanced-coupons/), we’re back with another huge release. This free update to the most popular no-code automation plugin for WordPress packs in 3 new integrations, new features and a revamped post/email editor. Let’s jump right in to what’s new in [Uncanny Automator 4.1](https://wordpress.org/plugins/uncanny-automator/). ## Autonami The #1 requested integration not already in Automator is here, and this initial release is packed full of useful triggers and actions—all free. For those not familiar with it, [Autonami](/share/autonami/) (by WooFunnels) is a marketing automation and CRM tool for WordPress. With an incredibly robust feature set, it’s growing quickly and maintaining perfect review scores on [WordPress.org](https://WordPress.org). Here’s what’s included in the Automator 4.1 release: - New trigger: A contact is added to a list - New trigger: A tag is added to a contact - New trigger: A tag is added to a user - New trigger: A user is added to a list - New trigger: A user is set to a specific status - New action: Add a tag to a contact - New action: Add a tag to the user We met up with Daman, the founder of [Autonami](/integration/autonami/), back in March. We couldn’t be more excited to introduce more people to [Autonami](/share/autonami/) and to allow current Autonami users to take automations to the next level. It’s a great product and the new integration opens up an incredible variety of new user cases. [![Autonami triggers for Automator](https://automatorplugin.com/wp-content/uploads/2022/06/Autonami_triggers_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2022/06/Autonami_triggers_for_Automator.png) And if you think this is exciting now, wait until you see what’s in [Automator Pro 4.1](/pricing/). ## Fluent Support While still relatively new to the market, [Fluent Support](/share/fluentsupport/) has quickly developed a loyal following and is one of the best ways to offer Help Desk services directly from a WordPress site. Uncanny Automator 4.1 adds support for the following new triggers: - A ticket is opened by a customer - A ticket is closed by a customer - A ticket receives a reply from a customer There are, of course, many powerful use cases here that [Fluent Support](/integration/fluent-support/) can’t otherwise offer, like sending a record of tickets to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) to build reports, tagging users in a CRM when a ticket is opened, notifying a user’s LearnDash Group Leaders that they’ve opened a ticket, etc. ## Google Calendar (beta) We’re excited to release another native, 1-click integration with a Google product, this time [Google Calendar](/integration/google-calendar/). This new option adds the following actions: - Add an attendee to an event in a Google Calendar - Add an event to a Google Calendar - Remove an attendee from an event in a Google Calendar This allows recipes like adding a user to an event when they make a purchase or enroll in an elearning course, removing them from a scheduled event if a CRM tag is removed, creating an event when a form is submitted, etc. [![Uncanny Automator & Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/06/Uncanny_Automator___Google_Calendar.png)](https://automatorplugin.com/wp-content/uploads/2022/06/Uncanny_Automator___Google_Calendar.png) Just like with our original introduction of [Google Sheets](https://automatorplugin.com/automator-pro-2-10-google-sheets-integration-50-updates/), we’re launching this integration with a “**beta**” label because the Automator app hasn’t yet been approved by Google. This means there will be a warning when you try to connect via our app and only the first 100 users to connect the integration can use it. Once Google sees some traffic via the app and early usage, the app should be approved quickly and it will move out of the beta phase. To get started with Google Calendar, make sure to check out the [Knowledge Base article](https://automatorplugin.com/knowledge-base/google-calendar/) first. ## Email and post editor changes Before we move to some of the other new triggers and actions for existing integrations, we want to highlight some huge changes we’re introducing in 4.1 to actions that send emails and create posts. We’ve had a lot of feedback that TinyMCE (the default post editor in WordPress and that we use for these actions) causes too many challenges when working with raw HTML. This makes it difficult to leverage external email templates and to preserve exact formatting in emails. This is a screenshot of the editor controls you’re used to seeing in Uncanny Automator: [![](https://automatorplugin.com/wp-content/uploads/2022/06/image-33.png)](https://automatorplugin.com/wp-content/uploads/2022/06/image-33.png) And here’s what you’ll see in Automator 4.1: [![](https://automatorplugin.com/wp-content/uploads/2022/06/image-32-e1654617358590.png)](https://automatorplugin.com/wp-content/uploads/2022/06/image-32.png)Besides the additional controls, this new editing tool fully preserves any HTML you use in the Text view. This means you can start reusing email templates, and in future, maybe we’ll introduce an email templating system to Automator. One very important consideration with our new approach is that you can now add any code you want and the editor *won’t clean it up for you*, so if your code has issues, you can break the output. We’re confident the benefits of preserving HTML and code are worth it, but it’s an important consideration for novices. ## Other triggers and actions The descriptions below might be short, but make no mistake, these are incredibly powerful additions that will be immensely valuable on some Automator sites. [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) gains a new action to erase a user’s data (not delete an account) based on a privacy request. So if a user submits a form to request that their personal data be deleted as part of GDPR compliance, Automator can run the option built into WordPress to **Erase Personal Data**. We’re not doing anything unique on our side, simply executing the WordPress function to erase personal data as part of a recipe. [Uncanny Toolkit Pro for LearnDash](https://www.uncannyowl.com/downloads/uncanny-learndash-toolkit-pro/) users gain some important additions for our [Simple Course Timer](https://www.uncannyowl.com/knowledge-base/simple-course-timer/). There’s one new trigger: A user’s time in a course exceeds a specific number of minutes. As one example, this opens up a completely new opportunity for offering time trials of courses. In other words, you could have users sign up for a free account that gives them 30 minutes of course time. If they don’t purchase the full course, after the 30 minutes they’re redirected to a sales page any time they try to access course materials. There’s also one new action: Reset a user’s time in a course. Perhaps when users retake a course their existing time records are reset so they see the new total only. [Amelia](https://automatorplugin.com/integration/amelia/) users gain 2 new triggers: - A guest registers for an event - A user registers for an event And [GamiPress](https://automatorplugin.com/integration/gamipress/) gets 1 new trigger: A user earns greater than, less than, equal to (etc.) a number of a specific type of points in a single transaction. ## Token changes There’s a big new “common” token type for [Pro](/pricing/) users running multisite: “Current Site ID”. This token *only* shows up when multisite is active and it returns the get\_current\_blog\_id() value. One interesting use case here might be using form submissions where a user is created on a specific network and assigned access to that site based on a value in a form field. [Elementor Form](https://automatorplugin.com/integration/elementor/) triggers gain new tokens for Form ID and Form Title, while [GiveWP](https://automatorplugin.com/integration/givewp/) gets new tokens for Comment and Currency. ## And the rest [Uncanny Automator 4.1](https://wordpress.org/plugins/uncanny-automator/) adds a few behind-the-scenes improvements as well. One useful addition is for webhook troubleshooting, so now if a sample is sent to another system and there’s an error, details of the error are returned. An example would be an invalid SSL certificate; instead of Automator just returning an error, now the error details from the other system will be visible. There’s similar messaging now for [Instagram](https://automatorplugin.com/integration/instagram/) when an account limit is reached, so instead of showing a recipe as “Completed”, error details are available. [Google Sheets](https://automatorplugin.com/integration/google-sheets/) gains support for using worksheets in shared Google Drive. The [LifterLMS](https://automatorplugin.com/integration/lifterlms/) action to “Remove the user from a membership” gains an “All memberships” option to remove a user from everything. And the [Mailchimp](https://automatorplugin.com/integration/mailchimp/) action to “Add a tag to a user” now adds the user to the associated list if the user isn’t already a member. Uncanny Automator 4.1 is undoubtedly huge, and to see a full list of updates, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). Stay tuned for the imminent Pro release. There’s a lot more coming for Autonami, LearnDash and Amelia users in particular… and perhaps another integration! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Turn Automator into a CRM with user and post meta](https://automatorplugin.com/turn-automator-into-a-crm-with-user-and-post-meta/) **Published:** May 31, 2022 **Author:** Ryan Moore **Content:** There are many hidden gems in [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), but one that doesn’t get enough attention is the use of custom user meta and post meta records to make new scenarios possible in your recipes. We sometimes get requests from our power users to do things like the following: - Store user flags and identifiers in their profiles - Pass data from one recipe to another recipe - Use data from one recipe run in a subsequent recipe run - Allow more condition types when determining when (or when not) to run a recipe or just an action While Uncanny Automator might not have its own system to pass data between recipes and iterations, you can still do it. What’s more, it’s really easy and very powerful. In fact, you could follow the examples in this article to **turn Uncanny Automator into a simple CRM**. After all, adding user identifiers to a user’s profile and making workflows conditional on those values is basically how tagging works in CRMs. ## Why use flags in user meta? A recent ticket from a customer is a great example of why you might want to do this on your site. For that user, they wanted to run some onboarding actions (an email greeting, adding a user to a group, setting a CRM tag) whenever someone signed up for a subscription. The problem is that the trigger they wanted to use would fire every month when the subscription was renewed, because that renewal was a new order for that product. So why not just set the recipe to run only once per user? That would be an easy solution, but the problem there is that users might resubscribe in future–and all of those actions should run again for the user when they resubscribe. That’s where user meta flags come in. We can set an identifier in the user’s profile to control when and when not to run the recipe for the user. To put this in simplified terms, we can tell Automator to do the following: 1. On first purchase, run through the actions and add a flag to the user’s profile that they’re subscribed. 2. Tell Automator not to run the recipe actions if that subscription flag exists. 3. Have a recipe to *remove* the flag if the user’s subscription is cancelled. 4. Repeat from step 1 if the user resubscribes in future, with the actions now running because the flag is gone. Pretty useful, right? Let’s walk through exactly how this would work in Uncanny Automator. **Please note that [Uncanny Automator Pro](https://automatorplugin.com/pricing/) is required because this scenario makes use of conditional actions**. ## Use user meta to control actions Let’s suppose we want to run a series of actions whenever someone sets up a subscription for a particular product. It should only run for manual purchases when a subscription doesn’t yet exist, not recurring subscription orders. Maybe on purchase the user is sent an email, but we need to make sure the email only goes out to the user when setting up the subscription. Here’s what it might look like: [![User meta recipe example](https://automatorplugin.com/wp-content/uploads/2022/05/User_meta_recipe_example-1.png)](https://automatorplugin.com/wp-content/uploads/2022/05/User_meta_recipe_example-1.png) Let’s walk through exactly what we’re doing here in the actions. The first action is sending the email, but we’re saying to send the email ONLY if the user’s value for the “active\_subscription” meta key is not equal to 1. We set this condition by clicking the **Filter** button and choosing the **General > A token meets a condition** option. That allows us to run actions based on user meta values, like this: [![Active subscription user meta filter](https://automatorplugin.com/wp-content/uploads/2022/05/active_subscription_filter.png)](https://automatorplugin.com/wp-content/uploads/2022/05/active_subscription_filter.png) For the first recipe run, of course, this value wouldn’t be populated. That means the email would go out to the user. In the next action, we’re setting that user met value (active\_subscription) to 1. That’s how we make sure that if this recipe runs again for the user, the email won’t go out while that value is populated. Why the delay? That’s just in case it’s a complex recipe that takes a few seconds to process; with the delay we can make sure this action runs last and won’t affect earlier actions in any way. ## Removing the user meta flag For as long as this user maintains an active subscription, we don’t want the email going out to them. But if they cancel the subscription and repurchase it at a later date, we want it going out. (The email example is for simplicity, in a real-world scenario maybe we need to remove a CRM tag, membership level or group enrollment.) We then need another recipe with triggers that cover a user’s subscription expiring or being cancelled. Then, in the action for this recipe, we set the user meta value for active\_subscription to a different value: [![Change active subscription meta value](https://automatorplugin.com/wp-content/uploads/2022/05/Change_active_subscription_value.png)](https://automatorplugin.com/wp-content/uploads/2022/05/Change_active_subscription_value.png) Now, because the value is “2”, and not “1”, if the user triggers the original subscription again, the recipe will tell the system to send out that email (or whatever other actions are set up). That recipe runs, does what it’s supposed to do, and changes the active\_subscription flag in user meta back to 1. That’s a simple example of how you can use user meta values as flags to change how recipes run across iterations and with consideration for other recipes. ## Isn’t that how CRM tags work? You might even think about using these user meta records the way way you might use tags in a CRM. You can add any values you want to a user’s profile, and then you can control automations and site behaviours based on those values–just like tags in a CRM. Following this approach, you could use Automator and user meta checks to: - Remove access to a course if a user doesn’t have a meta value (perhaps added by form submission or purchase) after 60 days of receiving course access. This works because conditions are verified when an action runs (when an action is delayed), not when the triggers are completed. - Add a user’s post to an activity feed via form submission if they have a special flag in their profile, otherwise notify the user (perhaps via pop-up) that they can’t make posts. - Don’t send welcome emails if a user has previously been a member of a group, as defined by a user meta tag (since normally groups in most plugins can’t track historical access). These are just a few ideas, but there are a *lot* of possible use cases with this approach to using user meta as a tagging system. ## What about post meta? You can use post meta flags in exactly the same way. Maybe you only want posts with a certain ACF field value to be posted to Facebook and Twitter, and you’re using categories and tags for other purposes. Or maybe you you want posts *created* by Uncanny Automator to be treated differently than other posts, so on creation, you set the flag. Then, when the post type is incorporated into other recipes, you can distinguish posts by how they were created, or which recipe created them. Have other creative ideas for leveraging user meta and post meta in your recipes? Let us know in the comments! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Best Practices, Recipe Ideas, Uncanny Automator --- ### [How to Connect OptinMonster to WordPress: Beginner's Tutorial](https://automatorplugin.com/how-to-connect-optinmonster-to-wordpress-beginners-tutorial/) **Published:** May 19, 2022 **Author:** Sandipan **Content:** Searching for a way to connect OptinMonster to WordPress? Your search ends here. OptinMonster is one of the most popular lead generation software on the web. It can help you to grow your email list, get more leads, and increase your sales. In short, it is useful for marketers, bloggers, small businesses, and eCommerce websites. The tool that can connect OptinMonster to WordPress is **Uncanny Automator**. It is a no-code automation plugin that can automate various tasks by connecting WordPress plugins and 3rd-party web apps. In this article, we’ll share the step-by-step process of connecting OptinMonster to WordPress with the help of an example – *enroll a user in a LearnDash course when they submit an OptinMonster form*. ## Why Should You Connect OptinMonster to WordPress As already mentioned, [Uncanny Automator](https://automatorplugin.com/) can help you to connect OptinMonster to your WordPress site. Note that we are not just talking about core WordPress here. You can easily connect [OptinMonster](https://automatorplugin.com/integration/optinmonster/) to popular WordPress plugins like [LearnDash](https://automatorplugin.com/integration/learndash/), [BuddyBoss](https://automatorplugin.com/integration/buddyboss/), [WooCommerce](https://automatorplugin.com/integration/woocommerce/), and more with our automation plugin. The concept here is pretty simple – just [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) in Uncanny Automator, with at least one [trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) and one [action](https://automatorplugin.com/knowledge-base/managing-actions/), to automate different OptinMonster tasks. Here are some use cases when someone submits an OptinMonster form: - Create a user profile in WordPress - Add the user to a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) or [BuddyPress](https://automatorplugin.com/integration/buddypress/) group - Generate and email a [WooCommerce](https://automatorplugin.com/integration/woocommerce/) coupon code to the user - Add the user to (or remove the user from) a membership level via [MemberPress](https://automatorplugin.com/integration/memberpress/) or [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/) - Add contacts in your favorite CRM ([Groundhogg](https://automatorplugin.com/integration/groundhogg/) or [FluentCRM](https://automatorplugin.com/integration/fluentcrm/)) Uncanny Automator also offers one action for OptinMonster – *show a campaign*. You can easily use it to create different workflows. For example, you can show a popup with a discount code when someone purchases a product on your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) store. Or, you can display a thank you popup when someone makes a donation via [GiveWP](https://automatorplugin.com/integration/givewp/). Uncanny Automator is not limited to WordPress only. As an added advantage, you can also connect OptinMonster to popular 3rd-party web apps like [Slack](https://automatorplugin.com/integration/slack/), [Google Sheets](https://automatorplugin.com/integration/google-sheets/), [HubSpot](https://automatorplugin.com/integration/hubspot/), [Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/), and more. For example, when an OptinMonster form is submitted, you can get notifications on Slack or via SMS, register users for a Zoom meeting, pass data to Google Sheets, and much more. ## How to Connect OptinMonster to WordPress In this tutorial, we’ll be showing you how to connect OptinMonster to WordPress with the help of an example – *enroll a user in a LearnDash course when they submit an OptinMonster form*. Here the trigger will be “someone submitting the OptinMonster form” and the action will be “enrolling the person in a LearnDash course”. Uncanny Automator uses the power of [webhooks](https://automatorplugin.com/knowledge-base/webhook-triggers/) to connect the OptinMonster trigger to core WordPress and plugins. So make sure you have an [OptinMonster Pro or a higher subscription](https://optinmonster.com/pricing/) to use the **Webhook** integration. Also, you’ll need [Uncanny Automator Pro](https://automatorplugin.com/pricing/) to follow this tutorial. **Note**: Uncanny Automator supports popular LMS plugins like [LearnDash](https://automatorplugin.com/integration/learndash/), [LearnPress](https://automatorplugin.com/integration/learnpress/), [LifterLMS](https://automatorplugin.com/integration/lifterlms/), [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/), [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/), and [WPLMS](https://automatorplugin.com/integration/wp-lms/). For the sake of this tutorial, we’re using **LearnDash** as the LMS plugin. However, you can follow this tutorial with any LMS plugin of your choice – the steps will mostly remain the same. Without further ado, let’s get started with the tutorial. ### Step 1: Create a New Recipe The first step is to [create a new recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) in Uncanny Automator. To do that, head over to **Automator** -> **Add new** from the left sidebar of your WordPress admin panel. Next, you’ll be asked to select a recipe type. Here you need to select **Everyone** as we want new users (who don’t have an account on our website) to enroll in our course. [![select everyone as the recipe type](https://automatorplugin.com/wp-content/uploads/2022/05/select-everyone-as-the-recipe-type.png)](https://automatorplugin.com/wp-content/uploads/2022/05/select-everyone-as-the-recipe-type.png) You can also give a name to this recipe for future reference. Let’s name our recipe **OptinMonster to LearnDash**. ### Step 2: Get the Webhook URL Next, you’ll have to [configure the trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) for the recipe. Go ahead to select **OptinMonster** under **Select an integration**: [![select optinmonster integration](https://automatorplugin.com/wp-content/uploads/2022/05/select-optinmonster-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/05/select-optinmonster-integration.png) Next, you need to select the trigger option – *Receive data from OptinMonster webhook*. [![choose trigger option](https://automatorplugin.com/wp-content/uploads/2022/05/choose-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2022/05/choose-trigger-option.png) Uncanny Automator will now show a webhook URL. Copy this URL as we’ll be adding this webhook URL to OptinMonster in the next step. It’ll help us to pass data from our OptinMonster campaign to WordPress. [![copy webhook url](https://automatorplugin.com/wp-content/uploads/2022/05/copy-webhook-url.png)](https://automatorplugin.com/wp-content/uploads/2022/05/copy-webhook-url.png) Keep this tab open in your web browser as we’ll return to this page to complete the recipe configuration process. ### Step 3: Configure OptinMonster Webhook Let’s open a new tab in our web browser and log in to our [OptinMonster](https://optinmonster.com/) account. We’re assuming that you’ve already created a campaign in OptinMonster. You can check out this article on [how to create a campaign in OptinMonster](https://optinmonster.com/docs/creating-your-first-optin/) if you need any help. Next, you need to connect your OptinMonster campaign to the Webhook URL. To do that, first, you should click on **Integrations**: [![add new integration in optinmonster](https://automatorplugin.com/wp-content/uploads/2022/05/add-new-integration-in-optinmonster.png)](https://automatorplugin.com/wp-content/uploads/2022/05/add-new-integration-in-optinmonster.png) Next, you’ll have to click on the **Add New Integration** button to add a new webhook integration. Now go ahead to select **Webhook** from the **Email Provider** dropdown. Selecting it will open up the **Email Provider Account** dropdown. And you’ll have to select **Add New Account** from that dropdown. [![add new webhook](https://automatorplugin.com/wp-content/uploads/2022/05/add-new-webhook.png)](https://automatorplugin.com/wp-content/uploads/2022/05/add-new-webhook.png) **Note**: You’ll have to set up a new webhook integration in OptinMonster for every Uncanny Automator recipe that uses the OptinMonster trigger. Next, you need to add a label to the **Webhook Account Label** textbox. It can be anything you like as it is for internal use only. In the **URL** box, you should paste the Webhook URL that you’ve copied in the previous step. [![add webhook url](https://automatorplugin.com/wp-content/uploads/2022/05/add-webhook-url.png)](https://automatorplugin.com/wp-content/uploads/2022/05/add-webhook-url.png) Before clicking on the **Connect to Webhook** button, you need to go back to the Uncanny Automator tab in your web browser and click on **Get samples**. [![get sample data](https://automatorplugin.com/wp-content/uploads/2022/05/get-sample-data.png)](https://automatorplugin.com/wp-content/uploads/2022/05/get-sample-data.png) Now, return to the OptinMonster tab and click on **Connect to Webhook**. If the webhook test is successful, then Uncanny Automator will receive the sample data (more on that in the next step). You’ll also see a success message, confirming that OptinMonster added the new webhook integration. You can now make the final changes to the OptinMonster campaign and publish it once you’re done. ### Step 4: Set Up the Trigger Let’s get back to the Uncanny Automator tab now. Here you’ll see a modal window having the sample data organized in key/value pairs. You need to click on **Use these fields** to populate the **Fields** section. [![sample data](https://automatorplugin.com/wp-content/uploads/2022/05/sample-data.png)](https://automatorplugin.com/wp-content/uploads/2022/05/sample-data.png) Finally, you need to click on the **Save** button to make the trigger live. ### Step 5: Configure the Action It’s time to add a new action by clicking on the **Add action** button. Since we want to enroll new users in a LearnDash course, so let’s select the **LearnDash** integration. [![learndash integration](https://automatorplugin.com/wp-content/uploads/2022/05/learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/05/learndash-integration.png) Next, you’ll have to select **Enroll the user in a course**. [![select learndash action](https://automatorplugin.com/wp-content/uploads/2022/05/select-learndash-action.png)](https://automatorplugin.com/wp-content/uploads/2022/05/select-learndash-action.png) Selecting that option will open up a modal box. Since this is a recipe for everyone, the LearnDash action will need user data. So go ahead and click on **Set user data**. [![set user data](https://automatorplugin.com/wp-content/uploads/2022/05/set-user-data.png)](https://automatorplugin.com/wp-content/uploads/2022/05/set-user-data.png) Uncanny Automator will now ask whether you want to run this action on new or existing users. Since we want new users to enroll in our course, so you should click on **New user**. [![run action on new user](https://automatorplugin.com/wp-content/uploads/2022/05/run-action-on-new-user.png)](https://automatorplugin.com/wp-content/uploads/2022/05/run-action-on-new-user.png) Selecting that option will open up a number of fields. Let’s configure the mandatory fields – Email and Username. In the **Email** field, you should click on the Asterisk icon and add the **Field #1 lead/email** token. This token will contain the email address of the user. [![add email token](https://automatorplugin.com/wp-content/uploads/2022/05/add-email-token.png)](https://automatorplugin.com/wp-content/uploads/2022/05/add-email-token.png) Similarly, you should also add the same email token to the **Username** field. [![configure email and username fields](https://automatorplugin.com/wp-content/uploads/2022/05/configure-email-and-username-fields.png)](https://automatorplugin.com/wp-content/uploads/2022/05/configure-email-and-username-fields.png) Next, you’ll have to specify what Uncanny Automator should do if a user already exists. In our case, we want new users to enroll in our course. So you can select **Do nothing** and click on **Save**. [![](https://automatorplugin.com/wp-content/uploads/2022/05/do-nothing-if-user-exists.png)](https://automatorplugin.com/wp-content/uploads/2022/05/do-nothing-if-user-exists.png) Lastly, you need to select a course from the **Course** dropdown. Once done, you should click on **Save** to make this action live. [![select learndash course from dropdown](https://automatorplugin.com/wp-content/uploads/2022/05/select-learndash-course-from-dropdown.png)](https://automatorplugin.com/wp-content/uploads/2022/05/select-learndash-course-from-dropdown.png) ### Step 6: Publish the Recipe After configuring the trigger and the action, the last step is to make the recipe live. To do that, you need to change the toggle option, present in the **Recipe** box, from **Draft** to **Live**. That’s it! You’ve successfully connected OptinMonster to your WordPress site. From now on, whenever someone submits the OptinMonster form, that person will be enrolled in a LearnDash course automatically. Here’s the final recipe for connecting OptinMonster to WordPress: [![optinmonster to learndash recipe](https://automatorplugin.com/wp-content/uploads/2022/05/optinmonster-to-learndash-recipe.png)](https://automatorplugin.com/wp-content/uploads/2022/05/optinmonster-to-learndash-recipe.png) ### Endnote Uncanny Automator makes it really easy to connect OptinMonster to WordPress. However, this tutorial was just a starting point. You can add multiple triggers and actions to the above recipe to create a complex workflow. For example, you can get [Slack](https://automatorplugin.com/integration/slack/) notifications or pass data to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) whenever someone enrolls in your course. So what are you waiting for? Get [Uncanny Automator Pro](https://automatorplugin.com/pricing/) today to automate your OptinMonster tasks. The premium version of the plugin comes with [80+ integrations](https://automatorplugin.com/integrations/) and [all the available triggers and actions](https://automatorplugin.com/all-triggers-and-actions/). Also, you can use premium features like [scheduled actions](https://automatorplugin.com/knowledge-base/scheduled-actions/) and [action filters](https://automatorplugin.com/knowledge-base/action-filters-conditions/) if you’re a pro user. If you’ve any questions on how to connect OptinMonster to WordPress, please feel free to comment below! Also, don’t forget to share this tutorial on Facebook and Twitter. ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Uncanny Automator, Use Cases --- ### [Integration-Specific Conditions Are Here](https://automatorplugin.com/integration-specific-conditions-are-here/) **Published:** May 12, 2022 **Author:** Ryan Moore **Content:** We’re excited to introduce the biggest new feature in the Uncanny Automator 4.0 releases: integration-specific conditions. But just what are integration-specific conditions? Let’s rewind 6 months ago, when we [added the ability for actions to have conditions](https://automatorplugin.com/conditions-for-wordpress-automations/). That was an amazing feature; you could suddenly run actions only if they met certain criteria, allowing generic conditions like actions only firing for a matching email domain or a user meta value. We also supported conditions linked to triggers in a recipe, like a matching value in a form submission if form submission was a trigger. There was a big gap though. What if you wanted actions to run based on criteria related to a plugin that *wasn’t* part of the recipe? So maybe the triggers in a recipe were related to LearnDash, but you only wanted to run certain actions if the user had a specific MemberPress membership level. Or maybe triggers were for BuddyBoss, but should only run if users had a specific CRM tag. ## Introducing integration-specific conditions Those scenarios are why we’re releasing support for **integration-specific conditions**. These new condition types let you include conditions from other plugins in your recipes. This is a brand new feature, so in [Automator Pro 4.0](https://automatorplugin.com/pricing/) we’re launching with support for these popular plugins: - [WP Fusion](https://automatorplugin.com/integration/wp-fusion/) (Lite and Pro) - [MemberPress](https://automatorplugin.com/integration/memberpress/) - [LearnDash](https://automatorplugin.com/integration/learndash/) - [WooCommerce](https://automatorplugin.com/integration/woocommerce/) - [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) [![](https://automatorplugin.com/wp-content/uploads/2022/05/LearnDash_condition.png)](https://automatorplugin.com/wp-content/uploads/2022/05/LearnDash_condition.png) The possibilities are endless, and in today’s release, you can set actions to only run if users: - Completed a specific LearnDash course - Enrolled in a specific LearnDash course - Are members of a LearnDash group - Are not in a specific LearnDash group - Have an active MemberPress membership - Have purchased a specific WooCommerce product - Have an active subscription for a specific WooCommerce product - Have a specific tag in WP Fusion - Do not have a specific tag in WP Fusion - Have a specific WordPress role Additional integration-specific conditions are coming soon for other plugins, but **let us know in the comments** below what you want to see most. ## Advanced Coupons Integration-specific conditions aside, Automator Pro 4.0 is a huge release, with **almost 20 new triggers and actions** across a large number of plugins. Most of these were customer requests–and some will completely transform what you thought was possible with Automator. In the free [Automator 4.0 release](https://automatorplugin.com/facebook-groups-advanced-coupons/) earlier this week, we added a new integration for [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/). Pro is where this integration really shines, and today’s release adds these new triggers and actions: - Trigger: A user’s current store credit exceeds a certain amount - Trigger: A user’s lifetime store credit exceeds a certain amount - Action: Add a specific amount of store credit to the user’s account - Action: Remove a specific amount of store credit from the user’s account For the triggers, perhaps you reward loyal customers by giving them bonus when they achieve a certain amount of credit, maybe you add a badge or avatar to recognize them, perhaps they get a special CRM tag or membership level. The actions, of course, are where things get really interesting. Turn site gamification on its head by linking achievements to store credit, where you reward engagement with financial incentives. Or link store credit to things *outside* of WooCommerce, so maybe by clicking a button users join a social group and have $50 deducted from their accounts, all without going near a Woo order. ## WooCommerce Are you sitting comfortably? If not, get settled in, because this update is going to be a game-changing feature for a lot of websites. Uncanny Automator can now **create orders** for [WooCommerce](https://automatorplugin.com/integration/woocommerce/). And not just regular orders, but **subscriptions** too. This means you can route your activity through WooCommerce and WooCommerce subscriptions with users never touching product, checkout and other Woo pages. Uncanny Automator just makes it all work together in the background. Here are all the new actions that are supported around order creation: - Create an order with a product with a payment method - Create an order with a product without a payment method - Create a subscription order with a product - Create a subscription order with a product with a payment method - Create an order with a product That’s a *lot* of possibilities now for order creation. Here’s an example of what it looks like (keep scrolling, it’s a long action!): [![Create a WooCommerce order](https://automatorplugin.com/wp-content/uploads/2022/05/create-a-woo-order.png)](https://automatorplugin.com/wp-content/uploads/2022/05/create-a-woo-order.png) You can, of course, pass in product IDs dynamically. And subscription actions will actually create new subscriptions (when used with the WooCommerce Subscriptions plugin). Just a note too that the actions can’t process payment or collect credit card info, but the actions linked to payment gateways may be useful for reporting and other purposes. ## LearnDash We’re only adding one new trigger for [LearnDash](https://automatorplugin.com/integration/learndash/), but it’s a really powerful one that deserves special attention in this post. Here it is: **A user completes a group’s courses**. Why is that so special? Because it unlocks some capabilities that are in high demand but weren’t otherwise possible: - Send a special certificate by email when a user completes all courses in a group. - With our [new Facebook Groups integration](https://automatorplugin.com/facebook-groups-advanced-coupons/), celebrate a student’s accomplishment when they complete all courses with their peers. - Notify the student’s instructors by email and SMS when one of their students completes all courses in a group. There are many more possibilities, but those will be some of the popular ones. ## WordPress Core It turns out that many Automator users do a lot of work with taxonomies and needed a better way to base recipes on changes to tags and categories. As such, Automator Pro 4.0 adds these new actions: - Add a taxonomy term to a post in a post type - Remove a taxonomy term from a post in a post type And, for good measure, there’s a third new action: Add an image to the media library. The latter is an interesting one; you can pass in image URLs and add them to WordPress automatically, including metadata for the image. Here’s what it looks like: ## [![Add an image to the media library](https://automatorplugin.com/wp-content/uploads/2022/05/Add_an_image_to_the_WordPress_Media_Library.png)](https://automatorplugin.com/wp-content/uploads/2022/05/Add_an_image_to_the_WordPress_Media_Library.png) ## Advanced Custom Fields (ACF) Add one more big new feature to the Uncanny Automator Pro 4.0 release. Now recipes can be triggered when a user’s [Advanced Custom Field (ACF)](https://automatorplugin.com/integration/advanced-custom-fields/) field is updated. Combined with conditions, this is *extra* powerful. Maybe when a user updates their “Manager” profile field they’re added to a specific social or learning group based on that manager email address. Or perhaps when a “Location” field is populated for the first time, users are invited to a local live event. ## And the rest There are 19 new triggers and actions in this Pro release, plus a suite of new conditions, *plus* new tokens, so here’s what else is new: - The [Events Manager](https://automatorplugin.com/integration/events-manager/) gets a new trigger for “A booking for an event is approved”. Existing triggers were linked to the event just being booked, not the approval step. - [GamiPress](https://automatorplugin.com/integration/gamipress/) gets “A user’s total of a specific type of points reaches a specific threshold” as a new trigger. - [PeepSo](https://automatorplugin.com/integration/peepso/) gets 2 new triggers: - A user unfollows a PeepSo member, and - A user updates a specific field to a specific value in their profile - [TutorLMS](https://automatorplugin.com/integration/tutor-lms/) adds “A user posts a question in a course” to its suite of triggers. (And on that note, updating to the latest version of Automator is extra important for TutorLMS users because their 2.0.2 release saw a hook we rely on disappear without notice or being deprecated.) - The [WishList Member](https://automatorplugin.com/integration/wishlist-member/) integration adds this trigger: A user’s specific membership level account is approved. - Finally, [GiveWP](https://automatorplugin.com/integration/givewp/) gets new tokens for Form ID and Form title. And that wraps up the [Uncanny Automator Pro 4.0 release](https://automatorplugin.com/pricing/). It’s a *huge* one, so test, experiment, and let us know in the comments how you’re using all of the new features. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New integrations: Facebook Groups & Advanced Coupons](https://automatorplugin.com/facebook-groups-advanced-coupons/) **Published:** May 9, 2022 **Author:** Ryan Moore **Content:** As we approach the 9th anniversary of [Uncanny Owl](https://www.uncannyowl.com/) and 1 year since the release of Uncanny Automator 3.0, we’re excited to introduce version 4.0 of the [free Uncanny Automator plugin](https://wordpress.org/plugins/uncanny-automator/). This release isn’t just exciting because of the new integrations, triggers and actions, but also because of what it will allow us to do in the next Pro release. (More on that later.) Uncanny Automator 4.0 also adds 2 **very** important integrations to our product list: [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) and [Facebook Groups](https://automatorplugin.com/integration/facebook-groups/). ## Advanced Coupons [Advanced Coupons](https://automatorplugin.com/share/advanced-coupons/) is the premium plugin for extending coupon capabilities for WooCommerce, boasting a 4.7 average rating on WordPress.org and over 15,000 active installs. With it, you can add capabilities like [store credit](https://advancedcouponsplugin.com/use-store-credits-woocommerce/), cart conditions, role restrictions, scheduling and more to improve product sales and conversions. We met Josh (who leads the Advanced Coupons team) for the first time in March, and we were blown away by what the product offers and by what’s coming. The new triggers we’re adding in our free 4.0 release are just the beginning of some amazing new use cases for WooCommerce discounts and store credit. Here’s what we’re including today: - A user spends greater than, less than, or equal to a specific amount of store credit - A user receives greater than, less than, or equal to a specific amount of store credit Maybe if a user receives a certain amount of credit you send them a special offer, or perhaps if they spend a certain amount they’re tagged in a CRM and added to a membership level or group. These free additions are an exciting start, but wait until you see what we have lined up in Pro. ## Facebook Groups Yes, support for [Facebook Groups](https://automatorplugin.com/integration/facebook-groups/) is **officially here**! Complementing our existing integration with Facebook Pages, the new Facebook Groups support allows WordPress sites to post images and messages to Facebook Groups. Here are the new actions available for Facebook Groups: - Publish a post to a Facebook group - Publish a post with an image to a Facebook group - Share a link with a message to a Facebook group These are incredibly powerful actions. Now you can do things like share course completions in your private group as your students finish them, share new blog posts as they’re published, introduce new members in a social group as they join a site, etc. [![](https://automatorplugin.com/wp-content/uploads/2022/05/Uncanny_Groups_app.png)](https://automatorplugin.com/wp-content/uploads/2022/05/Uncanny_Groups_app.png) Setting up the Facebook Groups integration is a bit more involved than Facebook pages. It’s a separate app (so if you already have Facebook Pages set up, you’ll need to connect Facebook Groups independently) and you need to add the Uncanny Automator app to any Facebook Groups that you want to publish to. It’s pretty straightforward, but you’ll want to review our [Knowledge Base article](https://automatorplugin.com/knowledge-base/facebook-groups/) before jumping in. ## OptinMonster Campaigns Okay, it’s just one new action, but this new action is incredible for [OptinMonster](https://automatorplugin.com/integration/optinmonster/): - Show a campaign Why lots of fanfare around a single action? While OptinMonster offers a huge number of ways to show pop-ups and engage users, Automator extends their already powerful targeting with even more triggers and control with recipes. Maybe you want to show a popup after course completion to users with a certain CRM tag only. Or maybe when a user pays for an order, you show an upsell offer and next steps for using the product they purchased. Whatever you might want to do with pop-ups and optins, you can now do it with Automator and OptinMonster. Check out the [knowledge base article](https://automatorplugin.com/knowledge-base/optinmonster/) for more info. ## In-plugin notifications We know not everyone is reading our Twitter, Facebook and blog posts, and we don’t often send email communications out to Automator users. That means some of the Automator tips and news we share is often seen by a limited audience. To make it easier to get updates about Uncanny Automator, and so you don’t have to chase down our social and blog feeds, the 4.0 release includes a new notification system that brings Automator news right inside the plugin on your site. Messages will be displayed inside our plugin only (certainly no site-wide admin notices here!). ## Mailchimp triggers This is a big change for [Mailchimp](https://automatorplugin.com/integration/mailchimp/) users, because instead of our integration being relegated to running actions in Mailchimp, now changes in Mailchimp can trigger things in Automator. Making this work does require setting up Automator to receive data from Mailchimp via webhooks, so to support this, there are some changes to Mailchimp settings to facilitate this. Here’s a screenshot of what it looks like when enabling triggers: [![Mailchimp settings for Automator triggers](https://automatorplugin.com/wp-content/uploads/2022/05/Mailchimp_settings_for_triggers.png)](https://automatorplugin.com/wp-content/uploads/2022/05/Mailchimp_settings_for_triggers.png) Once set up, the following triggers will be available in your Automator recipes: - A contact is added to an audience - A contact email is changed These activities, when they occur in Mailchimp, can now fire Automator recipes automatically. ## Events Manager We had feedback from several [Events Manager](https://automatorplugin.com/integration/events-manager/) users that our existing triggers for attendees and users registering for events were misleading because they had dependencies on bookings being *approved*. We agreed with that feedback, and the existing triggers related to event registration were renamed for more clarity to cover bookings being *approved*. That left a gap in our triggers, so 2 new ones have been added: - An attendee registers for an event - A user registers for an event These triggers fire on registration *regardless* of approval. Our Events Manager integration also gains several new tokens in this release. ## PeepSo There’s one new trigger in [PeepSo](https://automatorplugin.com/integration/peepso/): - A user updates a specific field in their profile We spent a lot of time here making sure that when *any* field for a user is updated, so any biographical or activity data in their profile, we can parse it properly and run recipes based on that. ## Why 4.0 and not 3.10? With the updates so far, you may be thinking that this update is amazing, but maybe not significantly more amazing than our usual 3.x updates. That’s where some architecture changes that set the stage for [Uncanny Automator Pro 4.0](https://automatorplugin.com/pricing/) will shine in a few days. We’ll share more details when we release the Pro upgrade, but that release will include a brand new feature we call “integration-specific conditions”. But actions already have conditions, right? And you can choose those conditions based on your triggers and some common elements when you set up actions. So what’s different? Where we had a gap was with conditions related to our integrations that *weren’t* part of a recipe. Here are some examples: - Only enroll this user if they have a certain membership - Only show an offer pop-up if a user has a tag in a CRM - Only send the user an email if they’re enrolled in a certain course - Only issue a certificate if the user is in a specific group In the examples above, we’re checking data about a user that’s *not otherwise related to the recipe* and then assessing what actions to run. This opens up all types of new workflows for ecommerce, elearning, membership and marketing solutions. Here’s a MemberPress membership example: [![MemberPress membership conditions](https://automatorplugin.com/wp-content/uploads/2022/05/MemberPress-conditions.png)](https://automatorplugin.com/wp-content/uploads/2022/05/MemberPress-conditions.png) We’ll share more details and the first set of available integration-specific conditions very shortly. Stay tuned! For the complete list of changes in Uncanny Automator 4.0, visit [our changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Connect WordPress to Integrately: Step by Step](https://automatorplugin.com/how-to-connect-wordpress-to-integrately/) **Published:** April 20, 2022 **Author:** Sandipan **Content:** Are you wondering how to connect WordPress to Integrately? You’re in the right place. [Integrately](https://integrately.com/) is a no-code automation platform that can connect your favorite apps and automate your manual tasks. Connecting WordPress to Integrately will open multiple automation opportunities. You can easily connect core WordPress and your plugins to 700+ web apps to automate your non-WordPress tasks. Here are some use cases for connecting WordPress and Integrately: - Share new blog posts on Reddit - Add contact to MailerLite, AWeber, Constant Contact, or ConvertKit when someone purchases a product from your [WooCommerce](https://automatorplugin.com/integration/woocommerce/) or [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) store - Create new tasks on Trello, Todoist, or Asana when someone submits a form (built using [WPForms](https://automatorplugin.com/integration/wp-forms/), [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/), [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/), [Contact Form 7](https://automatorplugin.com/integration/contact-form-7/), or [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/)) - Post a new pin on Pinterest when a new blog post is published on your WordPress site In this article, you’ll learn the step-by-step process of connecting WordPress and Integrately with the help of an example. Let’s dive in. ## How to Connect WordPress and Integrately [Uncanny Automator](https://automatorplugin.com/) is the tool that can connect WordPress to Integrately. It is a powerful automation plugin for WordPress that can connect WordPress plugins, WordPress sites, and 3rd-party web apps. To connect WordPress and Integrately, Uncanny Automator will use the power of [webhooks](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/). This way, you can easily pass data between your WordPress site and Integrately. With that said, let’s get started with the tutorial – *create a new subscriber in MailerLite when someone purchases a product from your WooCommerce store*. ### Step 1: Create an Automation in Integrately The first step is to create an automation in Integrately for getting the webhook URL. We’ll need the webhook URL to send data from our WordPress site to Integrately. To get started, you need to log in to your [Integrately account](https://app.integrately.com/). If you don’t have an account, you can create a new account and try it out for free. After logging into your account, you’ll have to choose 2 or more apps to create an automation in Integrately. In our case, we want to receive data from Uncanny Automator and pass it to MailerLite. So, first of all, you need to search and select the **Uncanny Automator** app: [![select uncanny automator app](https://automatorplugin.com/wp-content/uploads/2022/04/select-uncanny-automator-app.png)](https://automatorplugin.com/wp-content/uploads/2022/04/select-uncanny-automator-app.png) Next, you need to select **MailerLite** as the second app. [![select uncanny automator app](https://automatorplugin.com/wp-content/uploads/2022/04/select-mailerlite-app.png)](https://automatorplugin.com/wp-content/uploads/2022/04/select-mailerlite-app.png) After that, you’ll have to choose a trigger and an action for the automation. Go ahead to select “Data is sent to webhook in Uncanny Automator” as the trigger and “Create subscriber in MailerLite” as the action. [![select trigger and action for integrately automation](https://automatorplugin.com/wp-content/uploads/2022/04/select-trigger-and-action-for-integrately-automation.png)](https://automatorplugin.com/wp-content/uploads/2022/04/select-trigger-and-action-for-integrately-automation.png) Once done, you need to click on the **Go** button for processing your automation request. Integrately will now show you a webhook URL. You can click on the **Copy** button to copy this URL. We’ll use it in the next step. [![get webhook url](https://automatorplugin.com/wp-content/uploads/2022/04/get-webhook-url.png)](https://automatorplugin.com/wp-content/uploads/2022/04/get-webhook-url.png) **Note**: Make sure you keep this tab open on your web browser as we’ll return to this page to complete the automation process. ### Step 2: Create a Recipe in Uncanny Automator Now that you’ve got the webhook URL from Integrately, you need to open a new tab in your web browser and log in to your WordPress admin area. Here you’ll have to [create a new recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) in Uncanny Automator with the following trigger and action: - Someone purchases a product in WooCommerce ([trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)) - Send the data to the Integrately webhook ([action](https://automatorplugin.com/knowledge-base/managing-actions/)) To create a new recipe, you need to head over to **Automator** -> **Add new** from the left sidebar of your admin panel. Next, you’ll have to select a recipe type for your recipe. Let’s choose **Everyone** as the recipe type and click on **Confirm**. That means the recipe can be triggered by logged-in users and logged-out users (or guests). [![select everyone as the recipe type](https://automatorplugin.com/wp-content/uploads/2022/04/select-everyone-as-the-recipe-type.png)](https://automatorplugin.com/wp-content/uploads/2022/04/select-everyone-as-the-recipe-type.png) Note that you’ll need [Uncanny Automator Pro](https://automatorplugin.com/pricing/) if you select [Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) as the recipe type. You can also follow this tutorial if you select **Logged-in users** as the steps will mostly remain the same. Before proceeding to the next step, you can also add a recipe name for future reference. #### A. Set Up the Trigger It’s time to [configure the trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) for our recipe. To do that, you need to select **WooCommerce** under **Select an integration**: [![choose woocommerce integration](https://automatorplugin.com/wp-content/uploads/2022/04/choose-woocommerce-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/04/choose-woocommerce-integration.png) Next, you’ll have to select “A guest completes, pays for, lands on a thank you page for an order with a product” from the list of trigger options. [![select trigger option](https://automatorplugin.com/wp-content/uploads/2022/04/select-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2022/04/select-trigger-option.png) After that, you should choose “lands on a thank you page for” as the **Trigger condition** and click on **Save**. [![choose trigger condition](https://automatorplugin.com/wp-content/uploads/2022/04/choose-trigger-condition.png)](https://automatorplugin.com/wp-content/uploads/2022/04/choose-trigger-condition.png) Finally, you need to select a specific product (or you can use **Any Product**) from the **Product** dropdown. Once done, click on the **Save** button to complete the trigger configuration process. [![choose product from dropdown](https://automatorplugin.com/wp-content/uploads/2022/04/choose-product-from-dropdown.png)](https://automatorplugin.com/wp-content/uploads/2022/04/choose-product-from-dropdown.png) #### B. Set Up the Action After setting up the trigger, let’s configure the action for our recipe. First, you need to click on the **Add action** button to see the list of available integrations. Next, you should select **Integrately** under **Select an integration**: [![select integrately integration](https://automatorplugin.com/wp-content/uploads/2022/04/select-integrately-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/04/select-integrately-integration.png) Now you’ll have to select the option that says – “Send data to Integrately webhook”: [![select an option for the action](https://automatorplugin.com/wp-content/uploads/2022/04/select-an-option-for-the-action.png)](https://automatorplugin.com/wp-content/uploads/2022/04/select-an-option-for-the-action.png) Selecting that option will open up a number of fields. Let’s configure the important fields now. First, you should enter the webhook URL (that you’ve copied in the previous step) in the **URL** field. You can also visit the Integrately tab on your web browser to get the webhook URL. [![paste the webhook url to the url field](https://automatorplugin.com/wp-content/uploads/2022/04/paste-the-webhook-url-to-the-url-field.png)](https://automatorplugin.com/wp-content/uploads/2022/04/paste-the-webhook-url-to-the-url-field.png) You can keep the **Headers** and **Request method** fields unchanged. Next, you’ll have to configure the **Body** part. It is the most important part of this action as it allows you to send data from your WordPress site to Integrately. Note that you’ll have to organize the data in **Key** and **Value** pairs to pass data between WordPress and Integrately. Here key represents the data’s label and the value is the dynamic content in the form of tokens. Let’s say you want to send the email address of the user to Integrately. So you can add **email\_address** to the **Key** field. Then, in the **Value** field, you need to click on the Asterisks icon to add the **Billing email** token to that field. [![configure body part](https://automatorplugin.com/wp-content/uploads/2022/04/configure-body-part.png)](https://automatorplugin.com/wp-content/uploads/2022/04/configure-body-part.png) Similarly, you can add **first\_name** to the **Key** field and the **Billing first name** token to the **Value** field. You may add more Key/Value pairs by clicking on the **Add pair** button. [![arrange data in key value pairs](https://automatorplugin.com/wp-content/uploads/2022/04/arrange-data-in-key-value-pairs.png)](https://automatorplugin.com/wp-content/uploads/2022/04/arrange-data-in-key-value-pairs.png) Finally, you need to click on the **Save** button to make this action live. #### C. Publish the Recipe After configuring the trigger and the action, you should make your recipe live. To do that, you’ll have to change the toggle option, present in the **Recipe** box, from **Draft** to **Live**. [![wordpress to integrately recipe](https://automatorplugin.com/wp-content/uploads/2022/04/wordpress-to-integrately.png)](https://automatorplugin.com/wp-content/uploads/2022/04/wordpress-to-integrately.png) That’s it! Your recipe is live now. That means Uncanny Automator will send data (in Key/Value pairs) to Integrately whenever someone purchases a product from your WooCommerce store. ### Step 3: Send Dummy Data to Integrately The next step is to send dummy data from your WordPress site to Integrately. It’ll help Integrately to determine the data structure of the incoming data. To do that, first, you need to head over to **Products** -> **All Products** from the left sidebar of your WordPress admin panel. Next, hover your mouse cursor over the product (selected in **Step 2 A**) and click on **View**. Finally, you need to complete a purchase using some dummy data. ### Step 4: Complete the Automation Process in Integrately Let’s go to the Integrately tab on our web browser now to complete the Automation process. First, you need to click on the “I have set this URL in Uncanny Automator” button. Next, Integrately will ask for a test record from Uncanny Automator. Since you’ve already sent dummy data in Step 3, you need to click on **Done. Check if received.** [![check for test record](https://automatorplugin.com/wp-content/uploads/2022/04/check-for-test-record.png)](https://automatorplugin.com/wp-content/uploads/2022/04/check-for-test-record.png) Next, you’ll have to connect your MailerLite account to Integrately. To do that, you need to get the **API Key** from your MailerLite account ([Integrations -> Developer API](https://app.mailerlite.com/integrations/api/)). Then, you need to enter the **API Key** and click on **Continue**. [![connect mailerlite account to integrately](https://automatorplugin.com/wp-content/uploads/2022/04/connect-mailerlite-account-to-integrately.png)](https://automatorplugin.com/wp-content/uploads/2022/04/connect-mailerlite-account-to-integrately.png) Once MailerLite is connected to Integrately, you’ll be asked to select a MailerLite group. Next, you’ll see a success message that the automation is ready. However, we need to test and activate the automation to make it live. So click on **No** to proceed (since we don’t want to add any other conditions or apps). Now you’ll see your dummy data added to the required fields. If you want to make any changes to any field, you can click on that field to modify it. Once done, you need to click on **Test & Activate** to complete the process. [![test and activate integrately automation](https://automatorplugin.com/wp-content/uploads/2022/04/test-and-activate-integrately-automation.png)](https://automatorplugin.com/wp-content/uploads/2022/04/test-and-activate-integrately-automation.png) If the validation test is successful, you’ll see a success message. Congratulations! You’ve connected your WordPress site to Integrately. From now on, whenever someone purchases a product from your WooCommerce store, their email and first name will be stored in your MailerLite account. ### Endnote As you can see, Uncanny Automator makes it easy to send data from WordPress to Integrately. However, the above tutorial was just a starting point. You can connect [80+ WordPress plugins](https://automatorplugin.com/integrations/) to Integrately and easily automate your non-WordPress tasks. Also, you can add multiple triggers and actions to any recipe to create complex workflows. You can also receive data from Integrately to your WordPress site. The steps are mostly the same but in reverse order. However, you’ll have to use the [premium version of Uncanny Automator](https://automatorplugin.com/pricing/) for creating such workflows. If you’ve any questions on how to connect WordPress to Integrately, please feel free to comment below. Also, don’t forget to share this tutorial on Twitter and Facebook. ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Uncanny Automator, Use Cases --- ### [How to Connect WordPress to IFTTT: Beginner's Guide](https://automatorplugin.com/how-to-connect-wordpress-to-ifttt-beginners-guide/) **Published:** March 17, 2022 **Author:** Sandipan **Content:** IFTTT stands for “If This, Then That”. It is a popular automation platform that can connect your favorite apps without any coding knowledge. The tool that can connect WordPress to IFTTT is **Uncanny Automator**. This plugin uses the power of webhooks to connect your WordPress site (and WordPress plugins) to IFTTT. But why should you connect WordPress and IFTTT? Connecting IFTTT to WordPress will open up a world of automation opportunities and will help you to connect your WordPress site to 700+ web apps. In this article, we’ll show you the step-by-step process of connecting WordPress to IFTTT with the help of the Uncanny Automator plugin. Let’s dive in. ## How to Connect WordPress to IFTTT It’s time to explain the process of connecting WordPress to IFTTT with the help of an example – *create a new card on Trello when someone submits a “Request a Quote” form on your WordPress site*. We can automate this task in 3 simple steps: 1. Get the Webhook URL from the IFTTT website 2. [Create an Uncanny Automator recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) to connect the WordPress form to the IFTTT webhook 3. Configure an IFTTT applet to connect the webhook to Trello Uncanny Automator supports many form plugins like [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/), [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/), [Contact Form 7](https://automatorplugin.com/integration/contact-form-7/), [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/), [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/), [Caldera Forms](https://automatorplugin.com/integration/caldera-forms/), and more. So you can use any form plugin of your choice to create the Request a Quote form. However, we’ll be using the [WPForms](https://automatorplugin.com/integration/wp-forms/) plugin for the sake of this tutorial. Also, we’re assuming that you already have an IFTTT account. If not, you can [create an account for free](https://ifttt.com/). With that said, let’s get started with the step-by-step process of connecting WordPress to IFTTT. ### Step 1: Get the Webhook URL from IFTTT The first step is to get the webhook URL from the [IFTTT website](https://ifttt.com/). We’ll be using this webhook to send our form data to Trello via IFTTT. To get started, you need to go to the [IFTTT Explore section](https://ifttt.com/explore). Here you need to search and select **Webhooks**: [![select the webhooks integration](https://automatorplugin.com/wp-content/uploads/2022/02/select-the-webhooks-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-the-webhooks-integration.png) This will take you to the Webhooks integration page where you need to click on the **Documentation** button. [![click on the documentation button](https://automatorplugin.com/wp-content/uploads/2022/02/click-on-the-documentation-button.png)](https://automatorplugin.com/wp-content/uploads/2022/02/click-on-the-documentation-button.png) Clicking on that button will open a new webpage. Here you’ll see your webhook URL: [![your ifttt webhook url](https://automatorplugin.com/wp-content/uploads/2022/02/your-ifttt-webhook-url.png)](https://automatorplugin.com/wp-content/uploads/2022/02/your-ifttt-webhook-url.png) However, you need to make changes to the **{event}** textbox before copying this URL. The event name can be anything you like, but make sure you use only letters, numbers, and underscores (no spaces allowed). Let’s name our event – **request\_a\_quote**. [![copy the webhook url](https://automatorplugin.com/wp-content/uploads/2022/02/copy-the-webhook-url.png)](https://automatorplugin.com/wp-content/uploads/2022/02/copy-the-webhook-url.png) We’ll need this webhook URL in the next step. So you can either copy this URL or keep this tab open on your web browser. ### Step 2: Create a Recipe in Uncanny Automator Now that we have the webhook URL from the IFTTT website, let’s head over to our WordPress site and log in to our admin panel. Here we’ll be [creating an Uncanny Automator recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) with the following trigger and action: - Someone submits a “Request a Quote” form ([trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)) - Send data to IFTTT webhook ([action](https://automatorplugin.com/knowledge-base/managing-actions/)) To get started, you need to go to **Automator** -> **Add new** from the left sidebar. This will open a new recipe page and will ask you to select the recipe type. Since we want prospective and new customers to use this form, you should select **Everyone** as the recipe type and click on **Confirm**. [![select everyone as the recipe type](https://automatorplugin.com/wp-content/uploads/2022/02/select-everyone-as-the-recipe-type.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-everyone-as-the-recipe-type.png) You can also give a name to this recipe if you want. Let’s name our recipe **WordPress Form to Trello**. In the next few steps, we’ll configure the trigger and the action for our recipe. #### A. Set Up the Trigger We’re assuming that you’ve already created the “Request a Quote” form using the WPForms plugin (or any other form plugin of your choice). So let’s set up the trigger now. To get started, you need to select **WPForms** under **Select an Integration**: [![select wpforms integration](https://automatorplugin.com/wp-content/uploads/2022/02/select-wpforms-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-wpforms-integration.png) You’ll now see a list of options to choose from. Here you need to select – **A form is submitted**. [![select trigger option](https://automatorplugin.com/wp-content/uploads/2022/02/select-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2022/02/select-trigger-option.png) Next, you’ll have to select the “Request a Quote” form from the **Form** dropdown. [![choose form from the dropdown](https://automatorplugin.com/wp-content/uploads/2022/02/choose-form-from-the-dropdown.png)](https://automatorplugin.com/wp-content/uploads/2022/02/choose-form-from-the-dropdown.png) Once done, you need to click on the **Save** button to make your trigger live. #### B. Set Up the Action Let’s configure the action part now. To do that, you need to click on the **Add action** button to open the list of available integrations. Next, you need to choose **IFTTT** under **Select an integration**: [![choose ifttt integration](https://automatorplugin.com/wp-content/uploads/2022/03/choose-ifttt-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/03/choose-ifttt-integration.png) After that, you need to select the “Send data to IFTTT webhook” option. [![select ifttt action](https://automatorplugin.com/wp-content/uploads/2022/03/select-ifttt-action.png)](https://automatorplugin.com/wp-content/uploads/2022/03/select-ifttt-action.png) Clicking on that option will open up a number of fields. Let’s configure them now. First, you need to add the IFTTT webhook URL (that we copied in step 1) to the **URL** field. You can go to the IFTTT tab on your web browser to get the URL. [![configure url field](https://automatorplugin.com/wp-content/uploads/2022/03/configure-url-field.png)](https://automatorplugin.com/wp-content/uploads/2022/03/configure-url-field.png) You can keep the **Request method**, **Headers**, and **Data format** fields as it is. The **Body** field is the most important part of this action. It’ll help us to organize our form data in key and value pairs (the **key** represents the data’s label and the **value** is the dynamic content in the form of tokens). And we’ll send these key/value pairs from WordPress to IFTTT. Note that IFTTT supports up to 3 key/value pairs only. Also, you need to name the keys as value1, value2, and value3. Let’s add the first key/value pair. In the **Key** field, you need to write value1. Then, in the **Value** field, click on the Asterisk icon to add the **Name** token to that field. [![configure key value pairs](https://automatorplugin.com/wp-content/uploads/2022/03/configure-key-value-pairs.png)](https://automatorplugin.com/wp-content/uploads/2022/03/configure-key-value-pairs.png) Similarly, you can add value2 to the **Key** field and **Email** token to the **Value** field. Also, you can add more than 1 token to the value field. For example, you can add the **Phone** and **Request** tokens as shown below: [![configure the body field](https://automatorplugin.com/wp-content/uploads/2022/03/configure-the-body-field.png)](https://automatorplugin.com/wp-content/uploads/2022/03/configure-the-body-field.png) Once done, you need to click on the **Save** button to make the action live. #### C. Publish the Recipe Once you’ve configured the trigger and the action, you need to make your recipe live. To do that, you should change the toggle option in the **Recipe** box from **Draft** to **Live**. [![wordpress to ifttt recipe](https://automatorplugin.com/wp-content/uploads/2022/03/wordpress-to-ifttt-recipe.png)](https://automatorplugin.com/wp-content/uploads/2022/03/wordpress-to-ifttt-recipe.png) That’s it! From now on, whenever someone submits the form on your WordPress site, Uncanny Automator will send the form data to IFTTT. ### Step 3: Create an Applet in IFTTT After configuring the recipe in Uncanny Automator, let’s get back to the [IFTTT website](https://ifttt.com/). We’ll be creating a new IFTTT applet here to connect our webhook to Trello. To get started, you need to click on the **Create** button, present at the top-right side of your screen. [![create new ifttt applet](https://automatorplugin.com/wp-content/uploads/2022/03/create-new-ifttt-applet.png)](https://automatorplugin.com/wp-content/uploads/2022/03/create-new-ifttt-applet.png) This will open a new page and will ask you to set up the “If This” and “Then That” parts. #### A. Configure “If This” First of all, click on the **Add** button to configure the **If This** part of the applet: [![click on the add button](https://automatorplugin.com/wp-content/uploads/2022/03/click-on-the-add-button.png)](https://automatorplugin.com/wp-content/uploads/2022/03/click-on-the-add-button.png) Next, you need to search for **Webhooks** using the search bar. [![click on webhooks](https://automatorplugin.com/wp-content/uploads/2022/03/click-on-webhooks.png)](https://automatorplugin.com/wp-content/uploads/2022/03/click-on-webhooks.png) Clicking on Webhooks will open up two options to choose from. Here you need to select **Receive a web request**: [![receive a webhook request](https://automatorplugin.com/wp-content/uploads/2022/03/receive-a-webhook-request.png)](https://automatorplugin.com/wp-content/uploads/2022/03/receive-a-webhook-request.png) Next, you’ll have to add the event name to the **Event Name** textbox. Make sure the event name is the same as what you’ve selected in Step 1. [![creat ifttt trigger](https://automatorplugin.com/wp-content/uploads/2022/03/create-ifttt-trigger.png)](https://automatorplugin.com/wp-content/uploads/2022/03/create-ifttt-trigger.png) Finally, you need to click on the **Create Trigger** button to complete the process. After this, you’ll be taken back to the “Create your own” applet page. #### B. Configure “Then That” Once the **If This** part is configured, let’s set up the **Then That** part by clicking on the **Add** button. [![configure then that part](https://automatorplugin.com/wp-content/uploads/2022/03/configure-then-that-part.png)](https://automatorplugin.com/wp-content/uploads/2022/03/configure-then-that-part.png) Next, you’ll have to search and click on the **Trello** service: [![find trello integration](https://automatorplugin.com/wp-content/uploads/2022/03/find-trello-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/03/find-trello-integration.png) IFTTT offers one Trello option only – **Create a card**. You need to click on it since you want to create a new card on Trello when someone submits the form on your WordPress site. Clicking on that option will open up a number of fields. Let’s configure them now. First, you need to choose the Trello board from the **Which Board** dropdown. Also, you need to enter the list name in the **List name** box. If the list name doesn’t exist, IFTTT will automatically create a new one with this name. You can also select the position of the new card – the bottom of the list or the top of the list. [![configur the action part](https://automatorplugin.com/wp-content/uploads/2022/03/configure-the-action-part.png)](https://automatorplugin.com/wp-content/uploads/2022/03/configure-the-action-part.png) In the **Title** field, you can add static text and variables. For example, you can add “New request from” to the **Title** field. Then, click on the **Add ingredient** button to add **Value1** to that field (Value1 variable will have the **Name** data – refer to step 2B). Similarly, you can add **Value1**, **Value2**, and **Value3** variables to the **Description** field. You can also add static text and HTML tags to that field if you want. [![set up the description field](https://automatorplugin.com/wp-content/uploads/2022/03/set-up-the-description-field.png)](https://automatorplugin.com/wp-content/uploads/2022/03/set-up-the-description-field.png) IFTTT also allows you to add labels, assign members, and add attachment URLs to the Trello card. These are optional fields, so you may ignore them if you want. Finally, you need to click on **Create Action** to complete the **Then That** part. #### C. Publish the Applet It’s time to make our applet live. In case you don’t want to make any other changes to the **If This** and **Then That** parts, you need to click on **Continue** to proceed. [![click on the continue button](https://automatorplugin.com/wp-content/uploads/2022/03/click-on-the-continue-button.png)](https://automatorplugin.com/wp-content/uploads/2022/03/click-on-the-continue-button.png) Clicking on that button will open a new page. Here you can give a name to the applet for future reference. You can also click on the toggle button to receive notifications every time the applet runs successfully. Finally, click on the **Finish** button to complete the process. [![complete the applet process](https://automatorplugin.com/wp-content/uploads/2022/03/complete-the-applet-process.png)](https://automatorplugin.com/wp-content/uploads/2022/03/complete-the-applet-process.png) That’s it! Your IFTTT applet is live now. Every time someone submits the request a quote form on your WordPress site, Uncanny Automator will send the data to IFTTT and a new card will be automatically created on your Trello account. ### Endnote As you can see, Uncanny Automator makes it easy to connect your WordPress site to IFTTT. This way, you can connect your WordPress site to more than 700 non-WordPress applications. This will help you to automate important tasks and run your business on autopilot. Uncanny Automator also allows you to receive data from IFTTT to your WordPress site with the help of webhooks. You can [follow our knowledge base article](https://automatorplugin.com/knowledge-base/ifttt-to-wordpress/) if you need any help. If you’ve any questions on how to connect WordPress to IFTTT, please feel free to comment below. Also, don’t forget to share this article on your favorite social media platform. ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Uncanny Automator, Use Cases --- ### [How to Connect Ultimate Member to Elementor](https://automatorplugin.com/how-to-connect-ultimate-member-to-elementor/) **Published:** April 14, 2022 **Author:** Will Morris **Content:** If you run a professional WordPress blog, you may feel it’s time to create an online community. For instance, you could make a members-only area and welcome new subscribers with an interactive popup. However, you might not know how to get started. Fortunately, the process is more straightforward than you might think. You can use a plugin such as [Elementor](https://automatorplugin.com/integration/elementor/) to build beautiful popups and forms. Next, you can install a tool like [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) to create your membership site. You can then connect the two plugins with Uncanny Automator. In this post, we’ll take a closer look at Elementor and Ultimate Member. We’ll then show you how to connect them to set up different triggers and actions. Let’s get started! ## An Introduction to Elementor and Ultimate Member Elementor is a popular page-building tool that comes with an intuitive, drag-and-drop editor: ![Elementor homepage](https://automatorplugin.com/wp-content/uploads/2022/04/elementor-homepage-1024x429.png) You can use the free version of the plugin to build basic pages from scratch. Furthermore, if you upgrade to Elementor Pro, you can access a wide selection of widgets and add-ons, including forms and popups. Meanwhile, Ultimate Member is a free WordPress plugin that helps you build a fully functional membership site: ![Ultimate Member homepage](https://automatorplugin.com/wp-content/uploads/2022/04/ultimate-member-1024x471.png) It comes with all the features you need for your online community, including member directories, registration forms, and user profiles. Ultimate Member also enables you to restrict your content to logged-in users. You can use Ultimate Member for online courses, professional coaching, and other subscription services. However, to attract new subscribers and keep existing ones engaged, you’ll want to tailor your content to each user’s individual needs and actions. This is where [Uncanny Automator](https://automatorplugin.com/) comes in. Using our plugin, you can connect Elementor with Ultimate Member. Then, you can create triggers and actions that encourage users to engage with your site. ### How to Use Ultimate Member With Elementor Ultimate Member and Elementor are two very different plugins. However, there are multiple ways you can combine these tools to engage your users and run a thriving online community. Here are some potential use cases for connecting Ultimate Member and Elementor: - If a user becomes inactive, display a popup that encourages them to engage or perform a particular action. - Set up a popup with a welcome or confirmation message for users who submit a registration form. - When a user submits a form with a specific value in a particular field, assign the user a certain role (e.g., subscriber). As you can see, there are different ways you can combine actions and triggers with these two powerful plugins. These applications can help you build a community of engaged members. For instance, you might create a popup with links to valuable resources on your page and display it to users when they log into their accounts through your form. This feature can help visitors navigate your members-only area and interact with other users. ## How to Connect Ultimate Member to Elementor In this tutorial, we’ll show you how to [connect Ultimate Member and Elementor.](https://automatorplugin.com/connect/elementor-to-ultimate-member/) We’ll specifically focus on setting up a trigger and action with these tools. Before we start, you’ll need to install and activate both plugins on your site. If you want to use popups, you’ll need Elementor Pro. You’ll also need to install and activate Uncanny Automator on your site. Once you have all three tools set up, you can create your first recipe. For this tutorial, we’ll be displaying a popup to users who submit a registration form. ### Step 1: Create a New Recipe Uncanny Automator works with [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/). Each recipe has a trigger and a corresponding action. A trigger tells the site to run a particular action. For instance, when someone submits a form on your site (trigger), they will get a popup to confirm their subscription (action). To create a new recipe, go to *Automator* > *Add New*. Then, select the type of recipe you want to make: ![Selecting a recipe type](https://automatorplugin.com/wp-content/uploads/2022/04/select-recipe.png) If you want to create a recipe specifically for logged-in users (like your subscribers or course students), select *Logged-in users*. If you’re going to set up a recipe for all visitors, click on *Everyone*. Since we’re displaying a popup to registered users, you’ll want to opt for *Logged-in users*. ### Step 2: Set Up a Trigger Next, you’ll need to write a title for your recipe. Ideally, this name should reflect the trigger and action you’re planning to set up. You can then select an integration: ![Selecting an integration](https://automatorplugin.com/wp-content/uploads/2022/04/edit-recipe.png) If you’ve installed Ultimate Member and Elementor Pro correctly, you should see these two plugins in your options. If you select *Ultimate Member*, you’ll see a list of available triggers: ![Ultimate Members triggers](https://automatorplugin.com/wp-content/uploads/2022/04/ultimate-members-triggers.png) For this step, we’ll be using the *A user registers with a form* as the trigger. You can then specify the form for your trigger: ![Selecting a registration form](https://automatorplugin.com/wp-content/uploads/2022/04/registration-form.png) This should be your registration form. When you’re ready, click on *Save*. You can then add another trigger or move on to adding an action. ### Step 3: Configure an Action Once you’ve selected your triggers, you can set up a corresponding action. In the *Actions* section, choose *Elementor*: ![The Actions section in Automator](https://automatorplugin.com/wp-content/uploads/2022/04/actions-automator.png) You’ll then see your options for actions: ![Elementor actions](https://automatorplugin.com/wp-content/uploads/2022/04/elementor-actions-options.png) As you can see, you can show a popup to users who submit a registration form. You can use it to confirm their registration and welcome them into the community. Select the Elementor popup you want to display, then click on *Save*. If you don’t yet have a popup, you can create one in *Templates* > *Popups* in your WordPress dashboard. Elementor offers popup templates for different uses, so you can get one ready in just a few minutes. ### Step 4: Publish Your Recipe If you’re happy with your recipe, go ahead and publish it. To do this, navigate to the *Recipe* box on the right-hand side and drag the toggle button from *Draft* to *Live*: ![Publishing the new recipe](https://automatorplugin.com/wp-content/uploads/2022/04/recipe-live.png) That’s it! You’ve created your first recipe using Elementor and Ultimate Member. Now every time a user registers with your website, they will see a popup with a welcome or confirmation message. ## Other Use Cases The above example is just one way to connect Elementor with Ultimate Member. You can set up several other recipes with these tools. For instance, you could select an Elementor trigger, such as a user submitting a registration form: ![An Elementor trigger for submitting registration forms](https://automatorplugin.com/wp-content/uploads/2022/04/elementor-trigger.png) You can then assign a particular role to that user, like *Subscriber*, using an Ultimate Member action: ![Ultimate Member's add new role action](https://automatorplugin.com/wp-content/uploads/2022/04/ultimate-member-new-role.png) You can also assign a specific role based on the value entered in a particular form field. For example, if a user opts in to your newsletter when submitting a form, you can automatically add them as a subscriber to your email list. Note that the recipes shown above require the [Pro version](https://automatorplugin.com/pricing/) of Uncanny Automator. With the free version, you only get a limited number of triggers and actions. Meanwhile, a paid plan will give you access to additional triggers, actions, and tokens, as well as features such as scheduled and delayed actions. ## Conclusion As you can see, Uncanny Automator makes it very easy to connect [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) and [Elementor ](https://automatorplugin.com/integration/elementor/)for automating tasks on your membership site. You can add multiple triggers and actions to welcome new members and encourage them to engage with your content. You can also use this integration to automatically apply specific roles to users based on the information they submitted through your forms. In this post, we showed you how to display an Elementor popup to users who register with your site through your Ultimate Member form. All you have to do is select your trigger (user submitting a registration form) and configure an action (display a popup with a welcome message). Do you have any questions about connecting Ultimate Member with Elementor? Let us know in the comments section below! ![author avatar](https://secure.gravatar.com/avatar/07e82f2f9bd7ca6c2f6ab8105470d647e9fa4ddbd90f3b77e3915bf4abcbcd97?s=300&d=mm&r=g) Will Morris Will Morris is a staff writer at WordCandy.co. When he's not writing about WordPress, he likes to gig his stand-up comedy routine on the local circuit. [See Full Bio](https://automatorplugin.com/author/willwordcandy-co/) [ ](https://automatorplugin.com/author/willwordcandy-co/) **Categories:** Recipe Ideas --- ### [Automator Pro 3.9: Big PeepSo, Gravity Forms, MemberPress and Other Changes](https://automatorplugin.com/automator-pro-39-peepso-gravity-memberpress/) **Published:** April 12, 2022 **Author:** Ryan Moore **Content:** To follow up on last week’s free release of [Uncanny Automator 3.9](https://wordpress.org/plugins/uncanny-automator/), today’s [Automator Pro](https://automatorplugin.com/pricing/) release rounds our out [PeepSo](https://automatorplugin.com/integration/peepso/) integration and adds some extremely useful features to other integrations. The update adds new triggers and actions for [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/), [PeepSo](https://automatorplugin.com/integration/peepso/), [MemberPress](https://automatorplugin.com/integration/memberpress/), [WooCommerce](https://automatorplugin.com/integration/woocommerce/) and [WordPress](https://automatorplugin.com/integration/wordpress-core/), with lots of extra additions for [bbPress](https://automatorplugin.com/integration/bbpress/), [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/), [LearnDash](https://automatorplugin.com/integration/learndash/), [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/) and [WPForms](https://automatorplugin.com/integration/wp-forms/). Phew! Let’s get to the details. ## PeepSo The new [PeepSo](https://automatorplugin.com/integration/peepso/) community plugin integration, added in the Automator 3.9 release last week, gets several new triggers and actions. Here’s the full list: - New trigger: A user gains a new follower - New trigger: A user publishes an activity post - New trigger: A user loses a follower - New action: Change the user’s PeepSo role to new role - New action: Add a post to the site wide activity stream [![New PeepSo Triggers](https://automatorplugin.com/wp-content/uploads/2022/04/New_PeepSo_triggers.png)](https://automatorplugin.com/wp-content/uploads/2022/04/New_PeepSo_triggers.png) There are of course lots of interesting use cases here. When a new blog post is published, add the excerpt to the site-wide activity stream. When a user gains a new follower, award points, and if it’s 10 followers, send them a coupon code. ## Gravity Forms Gravity Forms gains a very important new action in today’s Pro release: “Create an entry for a form”. While this sounds like a somewhat basic action with limited use cases, when you consider tools like [Gravity View](https://gravityview.co/) and [Gravity Flow](https://gravityflow.io/), this new action opens up significant new opportunities for front end reporting and business process management. You can now automatically generate new data to populate records and initiate workflows for almost anything that happens on your WordPress site. [![Gravity Forms Create an Entry](https://automatorplugin.com/wp-content/uploads/2022/04/Gravity_Forms_Create_an_Entry.png)](https://automatorplugin.com/wp-content/uploads/2022/04/Gravity_Forms_Create_an_Entry.png) ## And the rest Our WooCommerce integration gains 1 new action: Set a specific order to a specific status. This one is particularly useful where order status might be updated from another system via webhooks, a form submission or some other change that might affect orders. MemberPress gets new support for Corporate Accounts with this new trigger: A sub account is added to a parent account. Maybe sub account users get a special welcome, access to an onboarding course and are added to a specific mailing list. Or maybe when a user is added to a sub account, they’re added to the LearnDash group linked to the parent account. WordPress Core gains what might be our longest trigger name ever: A user updates a specific meta key of a specific type of post to a specific value. Whew! This one should help a lot of developers, and originally came about from some customers wanting better notification systems for solutions they built with custom post types and records set up with Advanced Custom Fields and Metabox. Paid Memberships Pro now supports adding a membership level expiry date when users are added to a membership level as part of a recipe. And finally, on the token side, here’s everything that’s new: - bbPress adds new “reply” tokens to incorporate reply data when a user replies to a topic. - Easy Digital Downloads introduces tokens for payment, discount and order total, plus tokens related to a dollar amount now support different formatting options. - WPForms (Pro, not Lite) and Gravity Forms add tokens for entry ID, submission date, source URL and User IP for form submissions. - The LearnDash action for “Remove a user from a group” now supports the option of removing a user from *all* LearnDash groups; specific groups no longer need to be defined. That’s it for the Automator Pro 3.9 release. We hope you find the new additions useful! For the full list of changes, make sure to check out ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [PeepSo Integration, New Tokens and Custom Event Fields](https://automatorplugin.com/peepso-integration-new-tokens-and-custom-event-fields/) **Published:** April 7, 2022 **Author:** Ryan Moore **Content:** It’s early April, and that means it’s time for another big Automator release! The [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 3.9 release packs in dozens of new features, a new integration, and many behind-the-scenes improvements (including faster recipe creation!). And while this is a big release, we decided to hold several completed features to the next release–so the 3.10 update in a few weeks will be *huge*. Let’s jump in to what’s new in the free release of Uncanny Automator 3.9. ## PeepSo integration It’s here! We’ve had quite a few requests for support of this social networking and community plugin and we’re excited about the new use cases our integration will support. Our free plugin adds these new triggers for [PeepSo](https://automatorplugin.com/integration/peepso/): - A user updates their avatar - A user follows another PeepSo member And we have 1 new action: - Follow a user There are lots of interesting automation options here. Maybe when a user follows another PeepSo member, they get an introductory email and a coupon code for that member’s product, or maybe when they submit a request for information form, they’re added as a follower to that particular user. If that’s not enough, of course, the [Automator Pro](https://automatorplugin.com/pricing/) release next week will add even more triggers and actions! ## Zoom custom registration fields This *very* powerful new addition is going to make a lot of customers very happy and slash our Zoom-related Help Desk tickets. With Automator 3.9, our [Zoom Meeting](https://automatorplugin.com/integration/zoom-meetings/) and [Webinar](https://automatorplugin.com/integration/zoom-webinars/) actions can automatically pull down any custom fields related to your events so that you can pass values to them. No longer are Zoom recipes limited to first name, last name and email address only! This is what it looks like: [![Custom Zoom Meeting Questions](https://automatorplugin.com/wp-content/uploads/2022/04/Custom_fields_for_Zoom_Meetings.png)](https://automatorplugin.com/wp-content/uploads/2022/04/Custom_fields_for_Zoom_Meetings.png) If you’ve used our [Google Sheets](https://automatorplugin.com/integration/google-sheets/) integration, this new system works a lot like how we pull down a list of columns so you can map questions/fields in Zoom to your data in WordPress. It’s really easy to get everything set up and it makes our integration more flexible than most dedicated Zoom plugins out there. ## All of the Form tokens Our form integrations all have a huge number of support tokens, yet we still consistently get requests for more. We heard you! In today’s release, we’re adding these new tokens to our form integrations: - Entry ID - Entry submission date - User IP address - Entry source URL For some of the more creative use cases we’ve seen, support for these tokens (especially entry ID) will be invaluable. **Caldera Forms Users**: The [Caldera Forms plugin](https://automatorplugin.com/integration/caldera-forms/) was officially retired last week. While we did add support for these new tokens to our integration, our 3.9 releases will be the last time we add new features to this integration. We know we still have a few dozen Caldera users clinging to that plugin, but now that it has been removed from WordPress.org, we strongly suggest you migrate to another form plugin. At some point in the future we will retire our integration as well. ## Uncanny Groups Users of our popular [B2B Group Management plugin for LearnDash](https://www.uncannyowl.com/downloads/uncanny-learndash-groups/) have often asked us for more flexible ways to add seats to LearnDash groups. It’s here! Automator 3.9 adds these new actions: - Add a number of seats to a group - Remove a number of seats from a group So whether it’s with purchases, form submissions, donations, or incoming webhook data, you can now increase and decrease your seat count based on any triggers supported in Automator. ## bbPress tokens It was time we added some missing topic tokens to our [bbPress integration](https://automatorplugin.com/integration/bbpress/). Here’s what’s new in this version: - Topic ID - Topic URL - Topic Title - Topic Content We had feedback about some use cases involving things like sharing forum posts in site activity feeds in social plugins, posting new topics to Facebook and more, so for those kinds of uses these new tokens will help a lot. ## Performance improvements As we keep adding new integrations, and we now see many users with hundreds or thousands of recipes on a site, we need to be relentless in our pursuit of performance improvements. While core tenets of all of our releases are a focus on stability and efficiency, the Automator 3.9 releases makes several bigger changes in this area. More specifically, we’re changing how most drop-down lists load in the add/edit recipe page so that recipe creation is faster. If this page had been slowing down at all for you, this release should help a lot. ## API class improvements This one is also behind the scenes, but we have refactored most of our API integrations so that they’re more scalable and pave the way for future improvements… retries, anyone? ## Email type A few Uncanny Automator customers needed a way to control whether emails sent by Automator actions were in an HTML or plain text format. There’s now a new, optional switch to change the email format. That’s it for new features in this release! Stay tuned for related Uncanny Automator Pro 3.9 announcements next week. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New EDD, BuddyBoss and BuddyPress tokens](https://automatorplugin.com/new-edd-buddyboss-and-buddypress-tokens/) **Published:** March 15, 2022 **Author:** Ryan Moore **Content:** Today’s [Uncanny Automator 3.8.1 release](https://wordpress.org/plugins/uncanny-automator/) was a minor update, but it did include over 20 new triggers and so probably deserves a bit of a mention. ## Easy Digital Downloads We recently added new WooCommerce tokens to effectively let you build your own order summary emails (and pass all of that data to other systems and plugins), so it was time to make a lot more data available for EDD orders too. Today’s release added the following [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) order tokens: - Order subtotal - Order tax - Order total - Order discounts - Discount codes used - License key (when Software Licensing is used) - Payment method Here’s a sample: [![EDD Tokens for Automator](https://automatorplugin.com/wp-content/uploads/2022/03/EDD_Tokens_for_Uncanny_Automator.png)](https://automatorplugin.com/wp-content/uploads/2022/03/EDD_Tokens_for_Uncanny_Automator.png) This makes it a lot easier to pass all order details to service like [Google Sheets](https://automatorplugin.com/integration/google-sheets/) or Knack for external reporting and analysis. ## BuddyBoss and BuddyPress We had some recent custom feedback that some of our friendship and follower triggers weren’t useful enough because they could only pass data related to the user initiating the recipe. In other words, for something like the “A user accepts a friendship request” trigger, we could pass information about who accepted the request, but not who it was from. We agreed that it would be useful to have information about both parties for friendship and follower triggers. As such, the following tokens have been added to related triggers for both [BuddyPress](https://automatorplugin.com/integration/buddypress/) and [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) integrations: - Friend first name - Friend last name - Friend email - Friend ID - Follower first name - Follower last name - Follower email - Follower ID And in other news, the release adds compatibility fixes for [WP LMS](https://automatorplugin.com/integration/wp-lms/). They made some major architectural changes recently that required us to add a way to support both 3.x and 4.x versions. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator Pro 3.7: Woo Subscriptions, Amelia, Webhooks, WordPress & More](https://automatorplugin.com/automator-pro-3-7-woo-subscriptions-amelia-webhooks-wordpress-more/) **Published:** February 24, 2022 **Author:** Ryan Moore **Content:** A few days ago we released [Uncanny Automator 3.7](https://automatorplugin.com/amelia-support-twilio-changes-and-more/), an important update with a new integration for Amelia, Twilio support in our free version, a more accessible webhook integration and more. We’ve had some great feedback and over 8,000 downloads of the new release. Today, we’re rounding out that release for Pro users with an [Uncanny Automator Pro 3.7](https://automatorplugin.com/pricing/) update. It incudes 7 new triggers and actions as well as some other compelling improvements. ## Amelia Last week’s release of Uncanny Automator 3.7 added the new [Amelia integration](https://automatorplugin.com/integration/amelia/), and in the Pro release we’re adding 2 new triggers for Pro customers: - An appointment is booked for a specific service - A user books an appointment for a specific service ![New Amelia Triggers](https://automatorplugin.com/wp-content/uploads/2022/02/New_Amelia_Triggers.png) Like last time, the differences between the triggers are related to whether the trigger is run on the active user or another (even anonymous) user. These new triggers open up use cases for more easily targeting recipes based on the type of service someone books. ## WooCommerce and WooCommerce Subscriptions There are a lot of interesting additions to [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) in this release. First, we’ve got a lot of new variable subscription triggers: - A user’s subscription to a specific variation of a variable subscription expires - A user renews a subscription to a specific variation of a variable subscription - A user’s trial period to a specific variation of a variable subscription expires - A user’s subscription to a specific variation of a variable subscription is set to a status For sites that use variable subscriptions, these new additions are going to help a lot. There’s also a new “order summary” token that opens up a lot of opportunities for all WooCommerce sites. Ever wish you could create your own Woo emails that include Automator tokens and can also output a table or order details? Now you can! We heard from some users who presented some interesting use cases for combining order confirmation emails with Automator recipes and data, but were held back because they really needed the Woo table that includes full order details. Now you can add that to actions that include WooCommerce triggers. ## WordPress Code We have two new actions for general WordPress recipe use: - Move a post to the trash - Set the featured image of a post We heard from a few users describing scenarios where a particular post created on purchase should be moved to the trash 60 days after purchase, or where certain recipes would benefit from data cleanup by having a way to remove posts that were no longer relevant after recipe completion. This new action provides a means of accomplishing this. Be careful with this action, of course, because posts that are trashed will automatically be deleted from WordPress after 30 days. The new featured image action allows you to set or change the featured image associated with a post. ## Tutor LMS [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/) will be launching a huge 2.0 update in the next few weeks, and in anticipation of that, this release and our free release last week include a handful of compatibility updates for the Tutor release. It is recommend that all Tutor LMS users update to the latest versions of our plugins before updating to Tutor LMS 2.0. ## Webhooks With the Automator 3.7 release, we moved sending data via webhooks to a new [Webhooks integration](https://automatorplugin.com/integration/webhooks/). This makes the webhook trigger and action easier to find, and today’s Pro release completes the migration with the incoming webhook trigger moving to the Webhooks integration. That’s it for 3.7 releases. In March, watch for several huge new updates to integrations and functionality! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Amelia support, Twilio changes and more](https://automatorplugin.com/amelia-support-twilio-changes-and-more/) **Published:** February 17, 2022 **Author:** Ryan Moore **Content:** [Uncanny Automator 3.7](https://wordpress.org/plugins/uncanny-automator/) is now available at no cost in the WordPress repository. This important release adds one new integration and a huge number of improvements. ## New integration: Amelia [Amelia](/share/amelia/) is a popular event and appointment booking plugin for WordPress. We’ve had requests for Amelia support for quite some time, and recent changes have made it possible for us to add an integration to Automator. In the [Uncanny Automator 3.7](https://wordpress.org/plugins/uncanny-automator/) free release, we’re adding these new triggers: - An appointment is booked - A user books an appointment The triggers sound similar, but the differences allow recipes to run either against specific WordPress users or anonymously. Common use cases might include the following: - When someone books an appointment, add a tag in a CRM and enroll the user in an onboarding course. - When someone books an appointment, add the user to a newsletter list and add a membership level. Here’s what it looks like (the Pro trigger arrives for Pro users next week): ![Amelia triggers for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/02/Amelia_triggers_for_Uncanny_Automator.png) This new integration should open a lot of opportunities for event and appointment management automations in WordPress. ## Webhook support moved To simplify things for users, we have moved the generic webhook trigger and action to their own dedicated Webhooks integration based on feedback that the location in the Automator integration wasn’t intuitive enough. They will be a lot easier to find now, so with this Automator 3.7 release the “Send data to a webhook” action moves to the new Webhooks integration page. ![New Webhook integration](https://automatorplugin.com/wp-content/uploads/2022/02/New_Webhook_integration.png) The “Receive data from a webhook” trigger in the Pro plugin will be moved in the 3.7 Pro release in a few days. ## New to our Free version: Twilio Anyone with the Uncanny Automator 3.7 plugin and a free Automator user account can use the [credit system](https://automatorplugin.com/knowledge-base/what-are-credits/) to try Twilio. Everything works exactly as it always has, we have just moved support over to our free plugin. ## Lots and lots of improvements This release adds a huge number of smaller changes that are worthy of individually attention, including the following: - [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) Tickets add-on now includes tokens for attendee information, making it easier to run actions based on attendee data. - [WPForms](https://automatorplugin.com/integration/wp-forms/) triggers gain new support for file upload field types. You can now include the URL of uploaded files from forms in your actions. - Tokens now include trigger IDs to make it a lot easier to differentiate tokens in complex recipes. Support you have 2 triggers for “a user completes a course”, each with different courses. In an action you use a token for one of the course IDs, but previously, it was really hard to tell which trigger was associated with that token. Here’s an example of how the new IDs might appear along with a token: ![Automator Token IDs](https://automatorplugin.com/wp-content/uploads/2022/02/Token-IDs.png) - To alleviate a lot of confusion we’ve seen from users, we renamed the “Share a photo to a Facebook page” action to “Publish a post with an image to a Facebook page”. It wasn’t clear enough that the “share a photo” action should be used to share posts that included in image, so the new terminology should help here. - Condition “pills” (the token identifiers) in our conditional actions looked too similar to other fields, so we made some tweaks to the design to better differentiate them. That covers the highlights of the new Uncanny Automator 3.7 release, but as is usual, there are many additional improvements and features. The full list of changes is available at [https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/.](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [OptinMonster, nested webhooks, 17 triggers & actions](https://automatorplugin.com/optinmonster-webhooks/) **Published:** January 26, 2022 **Author:** Ryan Moore **Content:** Last week’s [Uncanny Automator 3.6 release](https://automatorplugin.com/tin-canny-ifttt-integrately-webhooks-and-more/) was huge, adding new integrations for [Tin Canny](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/), [IFTTT](https://automatorplugin.com/integration/ifttt/) and [Integrately](https://automatorplugin.com/integration/integrately/), an overhaul to [outgoing webhooks](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/) and lots of new features. It was all in our free version, making it even more of a must-have plugin for WordPress sites. Today’s [Uncanny Automator Pro 3.6](https://automatorplugin.com/pricing/) release extends what we did in the free version but takes things even further, adding one new integration, important new features, and over a dozen triggers and actions. Several of these will absolutely be game-changers for some sites. ## New integration: OptinMonster Our new support for incoming OptinMonster webhooks is a pretty interesting application of Automator. With it, you can use lead data in the following types of situations: - Add contacts in your favourite CRM (e.g. [Groundhogg](https://automatorplugin.com/integration/groundhogg/), [FluentCRM](https://automatorplugin.com/integration/fluentcrm/)) - Pass lead data to [Google Sheets](https://automatorplugin.com/integration/google-sheets/) - Provide notifications of optin submissions in [Slack](https://automatorplugin.com/integration/slack/) and via SMS - Register users in a [Zoom](https://automatorplugin.com/integration/zoom-meetings/) event And you can do all of this with no code and no per-use costs. What makes all of this possible is our overhaul of incoming webhooks support. ## New incoming webhook support In last week’s Automator 3.6 release, we added new outgoing webhook support for different data formats (x-www-form-urlencoded, form-data, JSON, Text, HTML, XML, GraphQL and Raw), request methods, nesting data validation and more. We’re really proud of the additions and it means Automator has class-leading webhook support. The Pro release adds the same webhook support to incoming webhooks, including multidimensional data. Here’s what it looks like: [![Automator Incoming Webhooks](https://automatorplugin.com/wp-content/uploads/2022/01/Automator-Webhooks-1.png)](https://automatorplugin.com/wp-content/uploads/2022/01/Automator-Webhooks-1.png)If there’s better support for webhooks inside WordPress, between our incoming and outgoing webhooks support, we haven’t seen it. Now that our webhook model has been updated and initial integrations for IFTTT and Integrately are out, we’re excited to add the new Pro incoming webhook triggers for both integrations. Both IFTTT and Integrately now have triggers for receiving data from a webhook. ## Lots and lots of triggers and actions Many of our existing integrations get new triggers and actions for exclusive use by Pro users. Last week was for all Uncanny Automator users, now we get to show off some of the really exciting things for our Pro customers. Let’s start with one of our bigger requests for [WordPress Core](https://automatorplugin.com/integration/wordpress-core/): Delete a user. We’ve held off on adding it because of the inherent risk; when a user gets deleted, there is no recovery path, the data and user are simply gone. Still, many sites want it, and we understand the usefulness. We have blocked its use for admin users (we will ignore the deletion attempt), and we have also added a warning that there is no way to recover data for deleted users, but the option is there for sites that want to use it. As you can use this action to target users based on tokens and IDs, so it can work with dynamic data, you’ll want to be really careful and test recipes carefully. It opens up a lot of interesting options though. If you use the [WP Fusion Logins Addon](https://wpfusion.com/documentation/logins/overview/), maybe you tag inactive users with a specific role, and after 365 days, they’re deleted from WordPress. Or maybe users submit a GDPR data removal form and on submission, their records are deleted. Similar to the delete a user action, there’s also a new “Delete user meta” action. With this one, you can remove values from usermeta for specific keys you define, which can also include tokens. Next up, our [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) integration. Here’s what’s new in Pro 3.6: - Trigger: A user requests access to a private group (also available for BuddyPress) - Action: Send a private message to all members of a group Both additions were suggested by customers with some interesting ideas for use cases. The action provides a very powerful way to promote announcements to a group of users. [LeanDash](https://automatorplugin.com/integration/learndash/) gains 3 additions in Pro 3.6: - Trigger: A user’s access to a course expires (via the LearnDash setting at the course level) - Remove the Group Leader from a group and all its children - Remove the user from a group and all its children The latter 2 have interesting implications for companies engaging in B2B sales in particular. We have several sites where different levels of access are sold or granted by group association. Then a student leaves an organization, this option provides a way to remove them from the organization hierarchy, wherever they might be within it, but leave them with any access they might have been granted that’s unrelated to their employment. This could work in a similar way for classrooms. Finally, to round out the list: - [WPForms](https://automatorplugin.com/integration/wp-forms/) adds new triggers for submitting a form with PayPal payment (logged in and everyone triggers, dedicated triggers were needed because PayPal payment works different than other payments) - [BadgeOS](https://automatorplugin.com/integration/badgeos/) adds an action to Revoke an achievement from a user - [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) adds an RSVP for an event action - [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) gets an action to Cancel the user’s subscription to a subscription variation as well as a trigger for when a user’s trial period for a subscription expires ## And there’s more We packed a lot into this release. Besides the new integration, the new webhook support, the triggers and actions, there are many new tokens. Multiple triggers gain support for a post excerpt, WooCommerce tokens for listing products add line breaks for easier review, the “user’s comment on a post receives a reply” adds post ID and URL tokens and more. For the full list of changes included in the Pro release, make sure to check out . ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Sell Certificates for WordPress eLearning Courses](https://automatorplugin.com/how-to-sell-certificates-for-wordpress-elearning-courses/) **Published:** January 25, 2022 **Author:** Sandipan **Content:** Certificates are a great way of showcasing accomplishments. In the WordPress world, virtually every LMS plugin offers easy ways to create and award certificates. The idea is pretty simple – whenever a user completes a course or a quiz, you can award a certificate to the user. This is enough for many eLearning sites. Users take a free or paid course and completion of that course unlocks a certificate. If the course is paid, the purchase price includes the certificate. On the other hand, there are many educational institutions that offer a different model. They’ll make the courses available for free or at least cost. Then they’ll charge the user extra if they want a certificate. If you’re looking for a way to use the above business model for your eLearning site, then you’re in the right place. In this tutorial, we’ll show the step-by-step process of how you can easily sell certificates for WordPress eLearning courses. Let’s dive in. ## How to Sell Certificates for Your Course (Step by Step) We’ll be using [Uncanny Automator](https://automatorplugin.com/) and LearnDash to show how you can easily sell certificates for your courses in WordPress. The process involves 4 simple steps: 1. Create a certificate in LearnDash 2. Set up a product in WooCoomerce to sell the certificate 3. Add the product link to the Course page and make the link available on course completion 4. [Create an Uncanny Automator recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) to send the certificate to only those who have completed the course and purchased the certificate product For those who are unaware, Uncanny Automator is a no-code automation plugin for WordPress. With it, you can [connect WordPress plugins, WordPress sites, and third-party web apps](https://automatorplugin.com/integrations/) to automate repetitive tasks. Without further ado, let’s get started with the tutorial. ### Step 1: Create a LearnDash Certificate The first step is to create a certificate in LearnDash. Head over to **LearnDash LMS** -> **Certificates** from the left sidebar of your WordPress dashboard. Next, you need to click on the **Add New** button to create a new certificate. Now, you need to design the certificate as per your requirements. You can check out this article on how to [create a certificate in LearnDash](https://www.learndash.com/support/docs/core/certificates/create-certificate/) if you need any help. Once you’re done, you should publish the certificate. Note that you should not link this certificate to your course in LearnDash. The only way to get the certificate should be after purchasing it. ### Step 2: Set Up the Certificate Product It’s time to set up our certificate product on WooCommerce. Users will have to buy this product to get access to the course certificate. To get started, you need to go to **Products** -> **Add New** from the left sidebar of your admin panel. On the **Add new product** page, you should add a product name for future reference. Next, you should select **Virtual** in the **Product Data** box. You should also set a regular price that you want to charge from your students. [![add regular price to woocommerce product](https://automatorplugin.com/wp-content/uploads/2022/01/add-regular-price-to-woocommerce-product.png)](https://automatorplugin.com/wp-content/uploads/2022/01/add-regular-price-to-woocommerce-product.png) Now, we want the product to be accessed on course completion only. So you need to set the **Catalog visibility** to **Hidden**. This way, the product will be hidden from the shop page and search results. [![set catalog visibility to hidden](https://automatorplugin.com/wp-content/uploads/2022/01/set-catalog-visibility-to-hidden.png)](https://automatorplugin.com/wp-content/uploads/2022/01/set-catalog-visibility-to-hidden.png) ### Step 3: Add the Certificate Product to the Course Page The next step is to add the certificate product link to the course page or any other page where users can buy the certificate from. However, we want the user to get access to the certificate purchase link on course completion only. So you can use the [\[course\_complete\]](https://www.learndash.com/support/docs/core/shortcodes-blocks/#learndash_course_complete_course_complete) shortcode, along with parameters like *course\_id*, for this purpose. Then, inside that shortcode, you can put a purchase link as follows: *\[course\_complete course\_id=XXX\]Buy ABC Certificate\[/course\_complete\]* Just replace *XXX* with the LearnDash course ID, *YYY* with the WooCommerce product ID, and *example.com* with the link to your website in the above code. You should also change the “Buy ABC Certificate” text with your own CTA (call to action) text. Basically, when you add the code to the course page, the user will only see the purchase link on course completion. Also, clicking on that link will take them to the cart page directly. You can learn more on [WooCommerce custom links here](https://www.businessbloomer.com/woocommerce-custom-add-cart-urls-ultimate-guide/). ### Step 4: Send Course Certificate to the User Automatically The last step is pretty simple. Here we’ll be [creating an Uncanny Automator recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) to send the certificate to anyone who has completed the course and purchased the certificate product. To get started, you need to head over to **Automator** -> **Add new** from the left sidebar of your admin panel. Next, you need to choose **Logged-in users** as the recipe type and click on **Confirm**. [![select recipe type logged-in users](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png) Let’s also name our recipe **Selling ABC Certificate** for future reference. #### Set Up the Triggers Here we’ll be [setting up the following triggers](https://automatorplugin.com/knowledge-base/managing-triggers/) for our recipe: - A user completes a course via [LearnDash](https://automatorplugin.com/integration/learndash/) - The user purchases the certificate product in [WooCommerce](https://automatorplugin.com/integration/woocommerce/) Let’s start with the LearnDash trigger. Go ahead to select **LearnDash** under **Select an integration**: [![select learndash integration](https://automatorplugin.com/wp-content/uploads/2022/01/select-learndash-integration.png)](https://automatorplugin.com/wp-content/uploads/2022/01/select-learndash-integration.png) Next, you need to select “A user completes a course” from the list of trigger options. [![choose a trigger option](https://automatorplugin.com/wp-content/uploads/2022/01/choose-a-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2022/01/choose-a-trigger-option.png) Uncanny Automator will come up with the **Course** dropdown field now. Here you should select the specific course from the dropdown. Then click on **Save** to make your trigger live. [![select learndash course](https://automatorplugin.com/wp-content/uploads/2022/01/select-learndash-course.png)](https://automatorplugin.com/wp-content/uploads/2022/01/select-learndash-course.png) To add a new trigger, you need to click on the **Add another trigger** button. Then, you need to select **WooCommerce** for our second trigger. You’ll now see a list of options. Here you need to select “A user completes, pays for, lands on a thank you page for an order with a product”: [![choose woocommerce trigger option](https://automatorplugin.com/wp-content/uploads/2022/01/choose-woocommerce-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2022/01/choose-woocommerce-trigger-option.png) Next, you should select **pays for** from the **Trigger condition** dropdown. Then, click on **Save** to continue. [![select woocommerce trigger condition](https://automatorplugin.com/wp-content/uploads/2022/01/select-woocommerce-trigger-condition.png)](https://automatorplugin.com/wp-content/uploads/2022/01/select-woocommerce-trigger-condition.png) Finally, you need to select our certificate product from the **Product** dropdown. Once done, you need to click on **Save** to make the second trigger live. [![select woocommerce product](https://automatorplugin.com/wp-content/uploads/2022/01/select-woocommerce-product.png)](https://automatorplugin.com/wp-content/uploads/2022/01/select-woocommerce-product.png) #### Configure the Action It’s time to [set up the action](https://automatorplugin.com/knowledge-base/managing-actions/) for our recipe. To do that, first, you need to click on the **Add action** button. Next, you need to select **LearnDash** from the list of available integrations. This will open up a list of options to choose from. Here you need to select **Send a certificate** to proceed. (Note that this option is only available for [Uncanny Automator Pro](https://automatorplugin.com/pricing/) users) [![select learndash action](https://automatorplugin.com/wp-content/uploads/2022/01/select-learndash-action.png)](https://automatorplugin.com/wp-content/uploads/2022/01/select-learndash-action.png) Uncanny Automator will come up with a number of fields now. Let’s configure the important ones here. First, you need to select the course certificate from the **Certificate** dropdown: [![select certificate from dropdown](https://automatorplugin.com/wp-content/uploads/2022/01/select-certificate-from-dropdown.png)](https://automatorplugin.com/wp-content/uploads/2022/01/select-certificate-from-dropdown.png) In the **To** field, you need to add the email address of the student. So click on the Asterisk icon and add the **Billing email** token to that field. (Tokens are variables that can retrieve data from the WordPress database.) You can keep the **From** field as it is. [![add token to the field](https://automatorplugin.com/wp-content/uploads/2022/01/add-token-to-the-field.png)](https://automatorplugin.com/wp-content/uploads/2022/01/add-token-to-the-field.png) Next, you can add static text, dynamic tokens, or both to the **Subject** field. For example, you can add the **User first name** token along with static text like *here is your certificate*. Similarly, you can add tokens like **User first name** and **Course title** to the **Email body** field (along with some static text): [![configure subject and body fields](https://automatorplugin.com/wp-content/uploads/2022/01/configure-subject-and-body-fields.png)](https://automatorplugin.com/wp-content/uploads/2022/01/configure-subject-and-body-fields.png) Finally, you need to click on **Save** to make the action live. #### Publish Your Recipe The final step is to make the recipe live. To do that, you need to change the toggle option, present in the **Recipe** box, from **Draft** to **Live**. [![sell certificates for wordpress elearning courses recipe](https://automatorplugin.com/wp-content/uploads/2022/01/sell-certificates-for-wordpress-elearning-courses-recipe.png)](https://automatorplugin.com/wp-content/uploads/2022/01/sell-certificates-for-wordpress-elearning-courses-recipe.png) That’s it! From now on, whenever someone completes the course and purchases the certificate, Uncanny Automator will automatically send the certificate to that person. ### Endnote Uncanny Automator makes it really easy to sell certificates for WordPress eLearning courses. You can create a recipe to connect [LearnDash](https://automatorplugin.com/integration/learndash/) and [WooCoomerce](https://automatorplugin.com/integration/woocommerce/) to get the job done. However, this was just a starting point. You can do much more with the above recipe by adding multiple triggers and actions. For example, you can share the accomplishment of your students on [Twitter](https://automatorplugin.com/integration/twitter/) and [Facebook](https://automatorplugin.com/integration/facebook/). You can also award credits to the students for their achievements. You can even get a notification on [Slack](https://automatorplugin.com/integration/slack/) when someone completes the course and purchases the certificate. If you’ve any questions, please feel free to comment below! Also, don’t forget to share this article with your friends and followers. ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Recipe Ideas, Uncanny Automator --- ### [The Best Event Management Plugins for WordPress](https://automatorplugin.com/best-event-management-plugins-for-wordpress/) **Published:** January 21, 2022 **Author:** Sandipan **Content:** Are you planning to manage events on your WordPress site? Event management may not be built into WordPress, but there are some fantastic plugins for getting the job done. With multiple event management plugins available available for WordPress, it can be difficult to choose the right plugin for your needs. Hence, we’ve come up with a list of the best event management plugins you can use to manage your events seamlessly. Later, we’ll also share ways to automate your event management tasks to make your life easy. Let’s get started. ### The Events Calendar [![the events calendar plugin](https://automatorplugin.com/wp-content/uploads/2022/01/the-events-calendar-plugin.png)](https://automatorplugin.com/wp-content/uploads/2022/01/the-events-calendar-plugin.png) With more than 800,000 active installations, [The Events Calendar](https://wordpress.org/plugins/the-events-calendar/) is one of the most popular event management plugins in the WordPress industry. You can use this feature-rich plugin to create and manage an events calendar for virtual and in-person events. This plugin allows you to highlight your events with multiple views – month, day, week, list, photo, map, and more. You can set the time zone for the event, feature specific events to increase engagement, and import events from other calendars. With the help of shortcodes, blocks, and advanced widgets, you can embed the calendar or event on posts, pages, and sidebars. You can also display countdowns for your events if you want. The Events Calendar comes with a free version, a pro version, and a library of extensions. You can use different extensions to take your event management to the next level. In addition to the extensions, products like Events Tickets (manage event tickets and RSVPs), Promoter (email marketing for events), Filter Bar (advanced search filter for calendar), and more work seamlessly with The Events Calendar plugin to extend its functionality. ### Modern Events Calendar [![modern events calendar plugin](https://automatorplugin.com/wp-content/uploads/2022/01/modern-events-calendar-plugin.png)](https://automatorplugin.com/wp-content/uploads/2022/01/modern-events-calendar-plugin.png) [Modern Events Calendar](https://webnus.net/modern-events-calendar/) is a responsive events management plugin for WordPress. It can be used to manage events for small businesses, associations, communities, nonprofit organizations, social groups, and more. The best part about this plugin is it offers 50+ stylish display layouts to choose from. Also, you can easily set up events using their detailed settings and options. This plugin allows frontend event submission – so your users can submit their own events with the necessary details. Want to sell event tickets and register attendees? You can use the Tickets and Invoice addon for this purpose. This addon allows you to design custom event registration forms, accept payments, offer invoices, and display QR codes on the tickets. Modern Events Calendar also offers multiple addons like User Dashboard, Advanced Maps, Waiting list, and much more for enhancing its functionality. This plugin can also be integrated with popular plugins and web apps like WooCommerce, Elementor, WPML, Google Calendar, Stripe, PayPal, MailChimp, and more. ### Events Manager [![events manager](https://automatorplugin.com/wp-content/uploads/2022/01/events-manager.png)](https://automatorplugin.com/wp-content/uploads/2022/01/events-manager.png) The [Events Manager plugin](https://wordpress.org/plugins/events-manager/) is a free event management plugin that allows you to create single or recurring events easily. With it, you can customize your events by adding descriptions, locations, and even custom event attributes (like dress code). You can then display your events using shortcodes or widgets on your WordPress site. Just like other plugins, Events Manager also offers premium addons for adding extra features. For example, you can use the WooCommerce addon to sell event bookings directly from your website. You can also use addons to accept payments using PayPal, Stripe, and Authorize.net. You can even create custom booking forms and display them on your website for event registration. ### Use Uncanny Automator to Automate Your Event Management Tasks All the event management plugins mentioned in this article does a great job. However, you can take them to the next level by automating various event management tasks with the help of the **Uncanny Automator** plugin. For those who are new here, [Uncanny Automator](https://automatorplugin.com/) is a powerful automation plugin for WordPress. You can use it to automate different tasks by connecting [WordPress plugins and 3rd party web apps](https://automatorplugin.com/integrations/). All you need to do is [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/), add at least one [trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) and one [action](https://automatorplugin.com/knowledge-base/managing-actions/), and you’re good to go. Uncanny Automator offers useful triggers and actions for [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/), [Events Manager](https://automatorplugin.com/integration/events-manager/), and [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/). And you can use these triggers and actions to connect to popular WordPress plugins and premium web apps for automating different tasks. For example, you can *register a user for a live event* when someone submits a form (built using [WPForms](https://automatorplugin.com/integration/wp-forms/), [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/), [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/), or [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/)), makes a donation (via [GiveWP](https://automatorplugin.com/integration/givewp/)), or purchases a product (via [WooCommerce](https://automatorplugin.com/integration/woocommerce/) or [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/)). You can also perform the following actions when *someone registers for an event*: - Add the user to a mailing list - Enroll the user in a course - Add a tag to them in your CRM - Add the user to a discussion group - Send a notification to a [Slack](https://automatorplugin.com/integration/slack/) channel Adding multiple triggers and actions is also supported in Uncanny Automator. Doing so will help you to create complex workflows. For example, when a user completes a course and fills out a course evaluation form, automatically register them for an event. Or, you can add a user to a mailing list, add a tag to them, and send them an email when they register for an event. ### Final Thoughts on the Best Event Management Plugins In this article, we’ve shared 3 of the best event management plugins for WordPress. You can use any of them to manage your events, register users, accept payments, and much more. You can also use the Uncanny Automator plugin with Modern Events Calendar, Events Manager, and The Events Calendar for automating your event management tasks. If you found this article useful, please share it on your favorite social media platform. Also, let us know in the comment section which event management plugin you’re planning to use on your WordPress site. ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Featured Plugins --- ### [Tin Canny, IFTTT, Integrately, Webhooks and More](https://automatorplugin.com/tin-canny-ifttt-integrately-webhooks-and-more/) **Published:** January 20, 2022 **Author:** Ryan Moore **Content:** This year will be a huge one for [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), and we’re starting off 2022 with a big release announcement. Today’s free release of Uncanny Automator 3.6 adds 3 new integrations ([IFTTT](https://automatorplugin.com/integration/ifttt/), [Integrately](https://automatorplugin.com/integration/integrately/) and [Tin Canny](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/)), but the bigger news might be what we’re doing with webhooks, ActiveCampaign and Google Sheets. Some of these changes will really transform how users and developers apply Uncanny Automator on their WordPress sites. Let’s jump in to what’s new (and keep in mind this is all for free plugin users, we’ll have more announcements for Pro users next week). ## New Integrately integration [Integrately](https://integrately.com/) is a Zapier alternative (you might also call it a non-WordPress version of Uncanny Automator), connecting to hundreds of third party apps–[including Uncanny Automator](https://integrately.com/integrations/uncannyautomator)! While we have long supported connecting Integrately to WordPress with webhooks, today we’re rolling out a specialized integration to pass data over to Integrately (and it’s the first integration using our new webhook model, more on that later). As this is the free release, of course, our new support is for the outgoing webhook as an action only. Look for the new trigger in Pro next week! [![Integrately for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/01/Automator_Integrately.png)](https://automatorplugin.com/wp-content/uploads/2022/01/Automator_Integrately.png) ## New IFTTT integration As part of our webhook support refactoring, we’re adding another third party integration: [IFTTT](https://automatorplugin.com/integration/ifttt/). We’re heavy users of IFTTT ourselves for home automation, and the new support opens up some pretty interesting automation options. Beyond some fun ones like playing music or flashing office lights when there’s a new WooCommerce sale, there are many practical ones, like adding a card in Trello when a new group is created or adding voice call reminders X days after WordPress activities are performed. [![IFTTT Automator support](https://automatorplugin.com/wp-content/uploads/2022/01/IFTTT_Webhook_support_in_Automator.png)](https://automatorplugin.com/wp-content/uploads/2022/01/IFTTT_Webhook_support_in_Automator.png) ## New Tin Canny integration Uncanny Automator has had support via LearnDash for one [Tin Canny](https://www.uncannyowl.com/downloads/tin-canny-reporting/) trigger for a long time: A verb is recorded from a Tin Canny module. In today’s release, we’re separating Tin Canny out into its own integration and adding a new trigger: A user attains a score equal to, not equal to, less than, greater than, greater than or equal to, less than or equal to a specific score on a Tin Canny module. So now you can have results from your uploaded Storyline, Rise, Captivate, iSpring and other module types do more than just unlock LearnDash completions. Maybe certain scores unlock remedial or advanced content, or perhaps they even fire completions in other LMS or membership plugins. [![Tin Canny score trigger](https://automatorplugin.com/wp-content/uploads/2022/01/Tin_Canny_score_trigger.png)](https://automatorplugin.com/wp-content/uploads/2022/01/Tin_Canny_score_trigger.png) ## Webhooks just got amazing Yes, we know for many users this won’t be particularly exciting, but for developers and advanced users that need more [webhook](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/) capabilities, today’s release represents a HUGE overhaul. Especially paired with next week’s Pro release, you can simply do far, far more with our new [webhook support](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/). Need different data formats? No problem, now Uncanny Automator supports x-www-form-urlencoded, form-data, JSON, Text, HTML, XML, GraphQL and Raw formats. How about more request methods? Automator 3.6 supports POST, GET, PUT, DELETE, HEAD and support for custom values. If you’re still not impressed, how about support for nested data and arrays to unlimited levels of depth? Yes, support is in the next Pro release on the incoming webhooks side too. And to round things out, now there’s a new “Check data format” tool in webhook actions to output data samples so you can see exactly what Automator will send over to whatever app or tool you’re connecting to. Here’s what outgoing webhook settings look like now: [![Uncanny Automator webhook actions](https://automatorplugin.com/wp-content/uploads/2022/01/New-Automator-webhook-controls.png)](https://automatorplugin.com/wp-content/uploads/2022/01/New-Automator-webhook-controls.png) ## Update records in Google Sheets This was another big deliverable for our team, but we’ve extended our [support for Google Sheets](https://automatorplugin.com/knowledge-base/google-sheets/) so that you can now *update* existing rows. The logic is pretty simple: find a matching value in a column, then update some or all of the other values in that row. Here’s what it all looks like: [![Update a row in Google Sheets](https://automatorplugin.com/wp-content/uploads/2022/01/Update-a-row-in-Google-Sheets.png)](https://automatorplugin.com/wp-content/uploads/2022/01/Update-a-row-in-Google-Sheets.png) We worked hard trying to make the update action as intuitive as possible. When you set it up, choose the column you want to match a value on first, and after entering the value to match (which can include tokens!), choose which columns in the matching row you want to update. It can be some or all of the columns. For any you want to update, make sure you enable the switch to update that column and then enter the value (tokens are again supported) that you want to update the cell to. ## ActiveCampaign triggers It’s time to add some triggers to Automator’s [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) integration. One of the reasons it took us longer to add this support was so that we could allow free users to try it out by connecting it to our credit system for free account holders. In the 3.6 release, we’re adding these new triggers: - A tag is added to a contact - A tag is removed from a contact The setup for this one is a little complicated, so make sure to check out our [Knowledge Base article](https://automatorplugin.com/knowledge-base/activecampaign-triggers/) for full details. Of course, once connected, this new trigger support opens up a huge array of possibilities. Along with these introductions there’s a new caching system for ActiveCampaign tags, lists and custom fields, so the Settings page has similarly been redesigned to support forced updates as well. Common use cases for these new triggers might include adding someone to a course or group when a tag is added, removing users from a membership level when a tag is removed, etc. ## And the rest As the first major release of the year, Uncanny Automator 3.6 includes many other new features, improvements and fixes. Let’s run through some highlights: - Post ID, Title, URL, Image and Excerpt tokens have been used for the “A user views a custom post type” trigger. - There’s a new [WooCommerce](https://automatorplugin.com/integration/woocommerce/) Order Summary token. We had a customer that wanted to replace WooCommerce confirmation emails with different emails depending on the order status and gateway. It was such a creative use that we decided to make it possible with an order details table that can be dropped into an email. - [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) triggers gain tokens for Form title, Form ID and Form URL. - [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) triggers gain the same tokens. - [WordPress](https://automatorplugin.com/integration/wordpress-core/) Comment-related triggers get a Post URL token. - Our [Facebook](https://automatorplugin.com/integration/facebook/) integration has been renamed to “Facebook Pages”. Why? It might just be so we can more easily distinguish between that Facebook Groups support in an upcoming release… For the full list of all changes, make sure to visit . And if you’re enjoying all the additions we’re making in our free release, don’t forget to [leave us a review](https://wordpress.org/support/plugin/uncanny-automator/reviews/?filter=5#new-post)! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [The Best Social Media Plugins for WordPress](https://automatorplugin.com/best-social-media-plugins-for-wordpress/) **Published:** January 17, 2022 **Author:** Sandipan **Content:** There are lots of social media plugins for WordPress out there, and in this post, we look at some of the most useful ones for your site. With approximately [4 billion social media users worldwide](https://www.oberlo.in/statistics/how-many-people-use-social-media), every business should implement a social media strategy to grow their business. You can use social media to promote your brand, drive visitors to your website, and connect with your existing and potential customers. If your website is powered by WordPress, you can use different social media plugins to implement different functionalities on your website. For example, you can use a plugin to add social sharing buttons to your posts and pages. You can also use different plugins for the following cases: - Automatically share content on social media sites - Add the “click to tweet” feature to any post - Display feeds from your Twitter, Facebook, or Instagram account - Use social media to log in to your WordPress site - Add the “Facebook comment” system to your posts In this article, we’ll share the list of the different social media plugins that you can use on your WordPress site. Let’s dive in. ### 1. Smash Balloon [![smash balloon social media feed plugins for wordpress](https://automatorplugin.com/wp-content/uploads/2022/01/smash-balloon-social-media-feed-plugins-for-wordpress.png)](https://automatorplugin.com/wp-content/uploads/2022/01/smash-balloon-social-media-feed-plugins-for-wordpress.png) [Smash Balloon](/share/smashballoon/) is a popular social media feeds plugin for WordPress. It allows you to display feeds from Facebook, Twitter, Instagram, and YouTube, and that too without any technical knowledge. You can use this plugin to easily display responsive and customizable feeds with the help of blocks. Smash Balloon offers the following 5 plugins for your WordPress site: - [Instagram Feed](https://smashballoon.com/instagram-feed/) – You can use it to display Instagram feeds (including hashtags and stories) on your website. - [Facebook Feed](https://smashballoon.com/custom-facebook-feed/) – It allows you to show photos, videos, events, timelines, and more from your Facebook page. - [Twitter Feed](https://smashballoon.com/custom-twitter-feeds/) – It lets you display feeds from a Twitter list, mentions, hashtags, and more. - [YouTube Feed](https://smashballoon.com/youtube-feed/) – You can showcase live stream videos, playlists, and other feeds from your YouTube channel. - [Social Wall](https://smashballoon.com/social-wall/) – You can use it to display combined feeds from Facebook, Instagram, Twitter, and YouTube. The best part is you can use any of the above plugins individually or you can [purchase the access bundle to use all the plugins](/share/smashballoon/) on your WordPress site. ### 2. Uncanny Automator [![uncanny automator plugin](https://automatorplugin.com/wp-content/uploads/2021/08/uncanny-automator-plugin.png)](https://automatorplugin.com/wp-content/uploads/2021/08/uncanny-automator-plugin.png) [Uncanny Automator](https://automatorplugin.com/) is a powerful automation plugin for WordPress. With it, you can [create recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/) to connect WordPress plugins and web apps and automate repetitive tasks on your website. But why have we included an automation plugin in the list of the best social media plugins? Uncanny Automator can easily connect core WordPress and popular plugins to Facebook and Twitter and automate your social media tasks. Here are some use cases using our [Facebook](https://automatorplugin.com/integration/facebook/) and [Twitter](https://automatorplugin.com/integration/twitter/) integrations: - [Post a tweet automatically when a blog post is published from a specific category](https://automatorplugin.com/share-new-wordpress-posts-on-twitter-automatically/) - Post a congratulatory tweet when a user completes a series of courses - [Share all your newly published blog posts on your Facebook page](https://automatorplugin.com/connect-wordpress-to-facebook/) - When a new forum thread is created (via [BuddyBoss](https://automatorplugin.com/integration/buddyboss/)), automatically tweet about it - When a form is submitted, share a post link on your Facebook page You can also [share your newly published blog posts on LinkedIn](https://automatorplugin.com/how-to-connect-wordpress-to-integromat/) and other social media sites by connecting Uncanny Automator to [Integromat](https://automatorplugin.com/integration/integromat/) or [Zapier](https://automatorplugin.com/integration/zapier/). Uncanny Automator also allows you to add multiple [triggers](https://automatorplugin.com/knowledge-base/managing-triggers/) and [actions](https://automatorplugin.com/knowledge-base/managing-actions/) to any recipe. For example, you can create a single recipe to share your new posts on Facebook and Twitter. Also, you can add more actions like sharing the post to your email list (via [MailChimp](https://automatorplugin.com/integration/mailchimp/) or [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/)) or [getting a notification on your Slack channel](https://automatorplugin.com/how-to-connect-slack-to-wordpress/) to create a complex workflow. ### 3. Sassy Social Share [![sassy social share plugin](https://automatorplugin.com/wp-content/uploads/2022/01/sassy-social-share-plugin.png)](https://automatorplugin.com/wp-content/uploads/2022/01/sassy-social-share-plugin.png) [Sassy Social Share](https://wordpress.org/plugins/sassy-social-share/) is a simple and free social sharing plugin for WordPress. It supports over 100 social media and bookmarking services, including Facebook, Twitter, LinkedIn, WhatsApp, Reddit, Pinterest, and more. So you can easily add almost any social sharing button to your posts or pages. You can even add a floating social sharing bar to your content using this plugin. The Sassy Social Share plugin allows you to easily customize the social media icons. For example, you can specify the shape (round, rectangular, or circular) and size of the icons. Want to disable the icons on specific posts? You can enable or disable the social sharing bar on individual posts, pages, and custom post types. This plugin is compatible with the WPML plugin, making it easy to use on multilingual sites. It is also GDPR compliant, just like all the plugins in this article. ### 4. Better Click to Tweet [![better click to tweet plugin](https://automatorplugin.com/wp-content/uploads/2022/01/better-click-to-tweet-plugin.png)](https://automatorplugin.com/wp-content/uploads/2022/01/better-click-to-tweet-plugin.png) The [Better Click to Tweet](https://wordpress.org/plugins/better-click-to-tweet/) is a great plugin for encouraging your visitor to share your content on Twitter. And the best part is this plugin is absolutely free. You can use shortcodes or Gutenberg blocks to create and add tweetable content boxes inside your posts. Every box will have some text and a **Click to Tweet** CTA link. Whenever someone clicks on that link, the text along with the link to that post will be shared on their Twitter account. This way, you can increase the engagement level of your articles and drive more traffic to your website. ### 5. Nextend Social Login [![nextend social login](https://automatorplugin.com/wp-content/uploads/2022/01/nextend-social-login.png)](https://automatorplugin.com/wp-content/uploads/2022/01/nextend-social-login.png) Do you want your site visitors to register and log in to your WordPress site using their social profiles? The [Nextend Social Login](https://wordpress.org/plugins/nextend-facebook-connect/) plugin can be handy in this case. This plugin can easily integrate with the WordPress login and registration forms for adding one-click registration and login options (Facebook, Twitter, and Google). This way, users won’t have to go through the process of filling the default registration form or wait for the validation emails. ### 6. Super Socializer [![super socializer plugin](https://automatorplugin.com/wp-content/uploads/2022/01/super-socializer-plugin.png)](https://automatorplugin.com/wp-content/uploads/2022/01/super-socializer-plugin.png) [Super Socializer](https://wordpress.org/plugins/super-socializer/) is a powerful social media plugin for WordPress. You can use it to add multiple social media features to your website – social sharing, social media follow icons, social login, Facebook commenting system, and much more. Let’s talk about the Facebook comments feature first. The Super Socializer plugin can easily integrate Facebook comments with your WordPress site. That means your site visitors don’t need to use the default commenting system of WordPress and can comment on your posts using their Facebook account. Super Socializer can also be used to add social login option to your login and registration pages. And the good news is it supports a number of popular social networking sites like Facebook, Twitter, LinkedIn, Instagram, Google, GitHub, and more. ### 7. Monarch [![monarch social sharing plugin](https://automatorplugin.com/wp-content/uploads/2022/01/monarch-social-sharing-plugin.png)](https://automatorplugin.com/wp-content/uploads/2022/01/monarch-social-sharing-plugin.png) [Monarch](https://www.elegantthemes.com/plugins/monarch/) is a premium social sharing plugin for WordPress. It is a part of the Elegant Themes family – so you need to [purchase the Elegant Themes membership](https://www.elegantthemes.com/join/) to use this plugin (of course, the membership includes Divi theme and Divi page builder, Bloom email optin plugin, and more). Monarch allows you to display social sharing buttons from 20 popular social networks. You can also add the sharing buttons to different positions on your posts or pages. For example, you can add the buttons above or below the content area, or in both locations. Want to display social sharing popups or fly-ins on your posts or pages? The Monarch plugin lets you do that when conditions like time delay, upon scroll, after commenting, and more are triggered. Sounds great, isn’t it? ### Final Thoughts on the Best Social Media Plugins As you can see, we’ve covered different social media plugins in this article. So which one should you use on your website? Well, you can use different plugins on your website based on your requirements. For example, you can use Sassy Social Share or Monarch for adding social sharing buttons to your WordPress site. Better Click to Tweet plugin is useful for encouraging your visitors to share your content on Twitter. While Super Socializer can be used for adding Facebook comments to your posts, the Nextend Social Login plugin allows you to add social login feature to your website. Also, Smash Balloon is a great plugin for adding social feeds to your WordPress site. Lastly, you can use [Uncanny Automator](https://automatorplugin.com/pricing/) for sharing your content on social networking sites automatically. You can also use our automation plugin for [connecting WordPress plugins and popular web apps](https://automatorplugin.com/integrations/https://automatorplugin.com/integrations/) to automate repetitive tasks on your WordPress site. If you found this article helpful, don’t forget to share it with your friends and followers. ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Featured Plugins --- ### [Conditional Actions are Here](https://automatorplugin.com/conditions-for-wordpress-automations/) **Published:** December 21, 2021 **Author:** Ryan Moore **Content:** We first started thinking about what conditions might look like in [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) a year ago. What we saw in other integration tools never seemed quite right, so we planned and planned until we landed on a solution that we believe is the best approach. We’re excited to announce that Phase 1 of our support for conditions is available **today** to [Pro](/pricing/) users. ## Add conditions to actions Our extensive planning led us to conclude that conditions should be linked to *actions* (what’s executed in a recipe) and that those conditions should be specific to each action and be highly flexible. Here’s what conditions look like in a [recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/): [![Conditional Action Example](https://automatorplugin.com/wp-content/uploads/2021/12/Automator_Conditional_Action_Example.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Automator_Conditional_Action_Example.png) What this screenshot is showing is that users that complete an Intro to LearnDash course will be enrolled in a Recycling course, but **only** if they have an email address that ends in uncannyowl.com **and** they have the Group Leader role. If they don’t meet those conditions, the enrollment won’t happen–even though they completed the course in the trigger. There’s a lot that’s new in this screenshot, so let’s break down exactly what we’re showing here. - You can add a single condition or many conditions to an action. - When more than one condition is added, you can choose to run the action when **all** conditions are met or when **any** of the conditions are met. - The order of the conditions is not important. - Actions with associated conditions have a box around the combined objects. This indicates they are grouped. (Remember how we added drag and drop in the last major Pro release? In an upcoming release, this combined functionality enables support for grouping multiple actions in condition groups.) - You can still delete conditions using the ellipsis (“more options”) icon or conditions can be deleted individually. Wondering what adding a condition looks like? Here’s a screenshot that explains things: [![Configure conditional action rules](https://automatorplugin.com/wp-content/uploads/2021/12/Configure_condition_rules.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Configure_condition_rules.png) Here’s a list of the operators we support in Uncanny Automator Pro 3.5: - is - is not - contains - does not contain - is greater than - is greater than or equal to - is less than - is less than or equal to - starts with - does not start with - ends with - does not end with The variety here, and support for both text and numeric values, enables all sorts of conditions to be added. As for tokens, the ones available in the current release are limited to common tokens plus tokens associated with the recipe triggers only. In other words, in the example above you could choose from tokens like first name, current date and job title (in user meta), as well as tokens related to that LearnDash course. But you could **not** make one of the conditions that a user has a specific membership level in a membership plugin. Additional token support like this, for tokens not directly related to a recipe, is coming in a future release. Until we support tokens associated with integrations not in the recipe, one possible workaround may be adding extra data to user and post meta, then using those standard tokens for the conditions. And, while not shown in the screenshots, there are a few other points to consider: - If you hover over actions you will see the button to delay or schedule the actions. That’s still available, but the Filter button is not. Nested conditions are not currently supported, but they are planned for a future release. - Conditions are evaluated at the time the action is run. In other words, let’s take the example above (with course completion unlocking another course for some users) and delay the enrollment by a month. If, a month later, the user’s role no longer includes Group Leader, the action *will not run*. - Conditions are *not* case sensitive. In this example, “Group Leader” and “group leader” are treated the same way. - Conditional actions are only available in [Uncanny Automator Pro](/pricing/). Sorry free users, we still offer incredibly powerful tools in the [free version](https://wordpress.org/plugins/uncanny-automator/), but this is one we wanted to save for Pro customers. And that is everything there is to know about conditional actions in their first iteration. We dropped some hints above about what else is coming, most in the near future, so you can start to see just how amazingly powerful conditional actions are for recipes. ## But wait, there’s more! The free [Uncanny Automator 3.5.1 release](https://wordpress.org/plugins/uncanny-automator/) includes key framework changes to support conditional actions in Pro, but it also includes some great new features for all plugin users. The most useful changes are to tokens. If you were paying attention to the condition example above, you may have noticed that the token for user roles didn’t previously exist. That’s new as a Common token, available to all actions. Then we have new Post Excerpt tokens (we heard users tweeting new blog posts loud and clear!) and Recipe ID tokens. Both are Common tokens as well, then there’s a Recipe Run token in the Advanced section to output how many times a recipe has run. This can be pretty useful as a counter or ID inside actions. The 3.5.1 release includes new options to delete recipe log entries, both from the recipe list and inside the log. Yes, this can help with admin cleanup, but the bigger reason for us adding this is to clear out potentially “stuck” recipes so they can be rerun. This type of situation could happen due to a recipe change that causes an original, “in progress” attempt by a user to be no longer possible to complete. For several drop-down lists where there are a huge volume of entries (ActiveCampaign tags are a good example) there is new support for setting custom ID fields at the bottom of lists. So, if an ID is dynamic or perhaps not in the drop-down yet, you can set a specific value to be used instead of relying on a drop-down list. [![ActiveCampaign Custom Tag](https://automatorplugin.com/wp-content/uploads/2021/12/ActiveCampaign_Custom_tag.png)](https://automatorplugin.com/wp-content/uploads/2021/12/ActiveCampaign_Custom_tag.png) On the [Pro 3.5](/pricing/) side of things, there are even more new features. [LifterLMS](https://automatorplugin.com/integration/lifterlms/) gains 2 new triggers: - A user joins a group - A user leaves a group [WooCommerce](https://automatorplugin.com/integration/woocommerce/) also gains one new action: Cancel the user’s subscription to a product. This one had a few customer requests and we think it’s pretty high value; now you can use any form submission, button click or other user behaviour to cancel a subscription. And for [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) users, we added a fantastic new trigger: An attendee is registered for an event. Why? It allows you to run actions on attendees that might have had tickets purchased by someone else. This is another change we added based on user feedback. Finally, we added a button to license pages to make it easier to clear out an existing license. This will make things easier for agencies transferring licenses to clients, cleaning up a website before a sale, etc. Obviously these are pretty huge releases, so we recommend testing the updates out on a Staging site before you do deploy to Live. You can also review everything that’s been updated in our [changelogs](https://automatorplugin.com/article-categories/resources/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator Pro 3.4: New Triggers & Features](https://automatorplugin.com/automator-pro-3-4-new-triggers-features/) **Published:** December 8, 2021 **Author:** Ryan Moore **Content:** Our penultimate [Uncanny Automator Pro](/pricing/) release of 2021 adds a number of new triggers to complete recent releases of the free version, as well as some support that will assist developers in particular. ## Additional Divi Form support The Uncanny Automator 3.5 release introduced support for [Divi forms](https://automatorplugin.com/integration/divi/), and in Pro we’re rounding out the offering with 2 new triggers: - A user submits a form with a value in a field (for Logged in recipes) - A form is submitted with a value in a field (for Everyone recipes) [![Divi Pro trigger for Automator](https://automatorplugin.com/wp-content/uploads/2021/12/Edit_recipe_‹_autodavidc_uncannycloud_com_—_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Edit_recipe_‹_autodavidc_uncannycloud_com_—_WordPress.png) The new triggers will allow recipes to be invoked via specific values in form submissions. Typical use cases might include enrolling a user in a course if their email address matches a certain domain, adding users to social or learning groups if a selection in a form matches a value, etc. ## New triggers Several integrations get new triggers in the Uncanny Automator Pro 3.4 release. Here’s a list of what’s been added: - **[WordPress Core](https://automatorplugin.com/integration/wordpress-core/): A specific role is removed from the user**. This works just like our “A specific role is added” trigger, just in the reverse. Perhaps when a role is removed then a users CRM tags are updated or a membership level is removed. - **[LifterLMS](https://automatorplugin.com/integration/lifterlms/): A user is unenrolled from a course**. Perhaps when a user is removed from a course they’re also removed from a social group. - **[WooCommerce](https://automatorplugin.com/integration/woocommerce/): A user reviews a product with a rating greater than, less than or equal to an amount**. Product reviews can now trigger recipes, so perhaps when a review is left the user is presented with an offer or a notification is posted to a Slack workspace; it might even be automatically tweeted. ## Other Enhancements Automator Pro 3.4 includes several improvements, including the following: - [MyCred](https://automatorplugin.com/integration/mycred/) gains support for decimal values. MyCred has always supported, but Automator previously required integer values in triggers. Decimals can now be used as well. - The [WooCommerce](https://automatorplugin.com/integration/woocommerce/) everyone trigger for “a product is purchased in an order” was changed to “a product has its associated order completed, paid for or a thank you page visited”. Effectively we’re expanding the scope of the trigger because several users had issues related to when it would fire for guest checkout purchases. For any sites where this trigger is already in use, it will work exactly the same way and we’ll use the “completed” status of the order as the trigger. - [Elementor Forms](https://automatorplugin.com/integration/elementor/) now have support for checkboxes and radio buttons for the “A user submits a form with a specific value in a specific field” trigger. This will make it much easier to run recipes based on selections rather than text values. On a related note, we are quickly closing in on year-end. We do have one more big release planned, so keep an eye out for an announcement within the next 2 weeks! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Connect WordPress to Integromat: Beginner's Tutorial](https://automatorplugin.com/how-to-connect-wordpress-to-integromat/) **Published:** November 29, 2021 **Author:** Sandipan **Content:** Looking for ways to connect WordPress to Integromat and automate your non-WordPress tasks? We can help. Integromat is a popular integration platform that can easily connect web apps and automate workflows using their no-code visual builder. And it works on per-transaction fees. Connecting WordPress to Integromat will open up a world of integration and workflow opportunities. It’ll help you to automate important tasks and run your business on autopilot. In this article, we’ll share the step-by-step process of connecting WordPress to Integromat with the help of an example – **sharing new blog posts on LinkedIn**. ## How to Connect WordPress to Integromat [Uncanny Automator](https://automatorplugin.com/) is the tool that can connect your WordPress site to Integromat. It is a powerful no-code automation plugin for WordPress that can connect your WordPress plugins, WordPress sites, and popular web apps. You’ll have to [create recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/) to automate any task using the Uncanny Automator plugin. A recipe tells your WordPress site – “if this happens ([trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)), then do that ([action](https://automatorplugin.com/knowledge-base/managing-actions/))”. Uncanny Automator uses the power of [webhooks](https://automatorplugin.com/the-complete-guide-to-using-webhooks-with-automator/) to connect your WordPress site to Integromat. It offers the following [Integromat triggers and actions](https://automatorplugin.com/integration/integromat/) for your website: - Send data to Integromat webhook - Receive data from Integromat webhook ([requires premium version](https://automatorplugin.com/pricing/)) Without further ado, let’s get started with the step-by-step process of sending data from WordPress to Integromat with the help of an example – **sharing new blog posts on LinkedIn**. **Note**: We’re assuming that you’ve already installed the Uncanny Automator plugin on your WordPress site. And you can follow this tutorial using the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). ### Step 1: Get Webhook URL from Integromat The first step is to create a new **Scenario** on Integromat to get the webhook URL. We’ll use this webhook URL to send data from our WordPress site. To get started, you’ll have to log in to your [Integromat](https://www.integromat.com/) account. Next, you need to click on the **Create a new scenario** button, present at the top-right corner of the **My Lab** page. [![create a new scenario integromat](https://automatorplugin.com/wp-content/uploads/2021/10/create-a-new-scenario-integromat.png)](https://automatorplugin.com/wp-content/uploads/2021/10/create-a-new-scenario-integromat.png) This will open the visual editor of Integromat. Here you need to click on the big plus icon to open the list of available web apps. Then, you need to find and click on **Webhooks**. [![use webhooks integromat](https://automatorplugin.com/wp-content/uploads/2021/10/use-webhooks-integromat.png)](https://automatorplugin.com/wp-content/uploads/2021/10/use-webhooks-integromat.png) Integromat will now show the available triggers and actions for Webhooks. Since we want to receive data on Integromat, you need to click on the **Custom webhook** trigger. [![custom webhooks to receive data](https://automatorplugin.com/wp-content/uploads/2021/10/custom-webhooks-to-receive-data.png)](https://automatorplugin.com/wp-content/uploads/2021/10/custom-webhooks-to-receive-data.png) Clicking on the trigger will open up a modal box. Here, click on the **Add** button, enter a webhook name (or keep it as it is), and then click on **Save**. [![add a integromat webhook name](https://automatorplugin.com/wp-content/uploads/2021/10/add-a-integromat-webhook-name.png)](https://automatorplugin.com/wp-content/uploads/2021/10/add-a-integromat-webhook-name.png) This will create a new webhook URL. We’ll use this URL to send data to Integromat from our WordPress site. You can copy this URL by clicking on the **Copy address to clipboard** link. [![get integromat webhook url](https://automatorplugin.com/wp-content/uploads/2021/10/get-integromat-webhook-url.png)](https://automatorplugin.com/wp-content/uploads/2021/10/get-integromat-webhook-url.png) Don’t click on **OK** now as we’ll be returning to this scenario in a later step. So it’s a good idea to leave the Integromat website open on your web browser. ### Step 2: Create a New Recipe on Your WordPress Site Let’s open a new tab on our web browser and log in to our WordPress admin area. We’ll now [create a new Uncanny Automator recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/). The idea is to send data to Integromat (with the help of webhooks) when a new blog post is published. First, head over to **Automator** -> **Add New** from the left sidebar of your WordPress admin panel. This will open a new page and will ask you to choose a recipe type. Here you need to select **Logged-in users** and then click on **Confirm**. [![select recipe type logged-in users](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png)](https://automatorplugin.com/wp-content/uploads/2021/09/select-recipe-type-logged-in-users.png) Why did we select Logged-in users? A new post can be published by a user with a WordPress account. So we’re telling Uncanny Automator that only logged-in users can trigger our recipe. You may read more about [recipe types here](https://automatorplugin.com/knowledge-base/creating-a-recipe/). Now you need to add a recipe title to the **Add title** box. It is just for future reference and can be anything you like. Let’s name our recipe – **sending data to Integromat**. ### Step 3: Add a Trigger to Your Recipe The next step is a [create a trigger](https://automatorplugin.com/knowledge-base/managing-triggers/) for our recipe. And we want to use **a new blog post is published** as our trigger. Blog posts are a native part of WordPress and are not linked to any plugin or app. We can find standard WordPress functions in the [WordPress](https://automatorplugin.com/integration/wordpress-core/) integration. So go ahead and select **WordPress** under **Select an integration**. [![select wordpress as trigger](https://automatorplugin.com/wp-content/uploads/2021/10/select-wordpress-as-trigger.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-wordpress-as-trigger.png) This will open a list of trigger options. Here you need to select the option that says – A *user publishes a type of post with a taxonomy term in a taxonomy*. [![choose a trigger option](https://automatorplugin.com/wp-content/uploads/2021/10/choose-a-trigger-option.png)](https://automatorplugin.com/wp-content/uploads/2021/10/choose-a-trigger-option.png) Next, you can decide the type of content you want to share on LinkedIn. Since you want to share new blog posts, you should select **Post** from the **Post type** dropdown. [![select post type](https://automatorplugin.com/wp-content/uploads/2021/10/select-post-type.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-post-type.png) Want to share content from a specific category only? In that case, you need to make changes to the **Taxonomy** and the **Taxonomy term** dropdowns. For example, if you want to share blog posts from the **News** category only, you need to select **Category** under **Taxonomy** and **News** under **Taxonomy term**. [![select taxonomy and taxonomy term](https://automatorplugin.com/wp-content/uploads/2021/10/select-taxonomy-and-taxonomy-term.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-taxonomy-and-taxonomy-term.png) Changing the **Taxonomy** and the **Taxonomy term** dropdowns are optional. No need to change them if you want to share all your newly published blog posts on LinkedIn. Finally, click on **Save** to make your trigger live. [![trigger is live](https://automatorplugin.com/wp-content/uploads/2021/10/trigger-is-live.png)](https://automatorplugin.com/wp-content/uploads/2021/10/trigger-is-live.png) ### Step 4: Add an Action to Your Recipe Let’s [create an action](https://automatorplugin.com/knowledge-base/managing-actions/) for our recipe to send the data to Integromat. To get started, you need to click on the **Add action** button. You’ll now see a list of plugins and web apps. Here you need to select **Integromat**. [![select integromat as the action](https://automatorplugin.com/wp-content/uploads/2021/10/select-integromat-as-the-action.png)](https://automatorplugin.com/wp-content/uploads/2021/10/select-integromat-as-the-action.png) You’ll now see an option – *Send data to Integromat webhook*. [![choose the action option](https://automatorplugin.com/wp-content/uploads/2021/10/choose-the-action-option.png)](https://automatorplugin.com/wp-content/uploads/2021/10/choose-the-action-option.png) Clicking on that option will open a number of fields. In the **URL** field, you need to paste the Integromat webhook URL that we copied in **Step 1**. (You can also go to the Integromat tab on your browser to copy the webhook URL). [![configure URL field](https://automatorplugin.com/wp-content/uploads/2021/10/configure-url-field.png)](https://automatorplugin.com/wp-content/uploads/2021/10/configure-url-field.png) You can leave the **Request method** value unchanged. Let’s configure the **Fields** option now. To pass data between WordPress and Integromat, you need to organize the data in [key and value pairs](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/). Here key represents the data’s label and the value is the dynamic content in the form of tokens. (In Uncanny Automator, **tokens** are variables that can retrieve personal details and other values from the WordPress database.) For example, if you want to send the post title to Integromat, you can add **post\_title** as the **Key**. And in the **Value** field, click on the Asterisk icon, find the **Post title** token, and add it to that field. [![key value pairs](https://automatorplugin.com/wp-content/uploads/2021/10/key-value-pairs.png)](https://automatorplugin.com/wp-content/uploads/2021/10/key-value-pairs.png) Similarly, you can add more key and value pairs. Let’s add another one – **post\_url** as the key and the **Post URL** token as the value. [![configuring fields option](https://automatorplugin.com/wp-content/uploads/2021/10/configuring-fields-option.png)](https://automatorplugin.com/wp-content/uploads/2021/10/configuring-fields-option.png) No need to save the action now. We’ll do that in the next step. ### Step 5: Send Dummy Data to Integromat If you remember, we did not complete the process in **step 1**. The reason was we wanted to send dummy data to Integromat and help it to determine the data structure from the incoming data. Uncanny Automator makes it really easy to send dummy data to check the connection. Simply click on the **Send test** button to send data to Integromat. You’ll see a success message if the data was successfully sent. [![send test data](https://automatorplugin.com/wp-content/uploads/2021/10/send-test-data.png)](https://automatorplugin.com/wp-content/uploads/2021/10/send-test-data.png) Let’s go to the Integromat tab on our web browser. Here you’ll see a success message if Integromat received the data from Uncanny Automator. You can now click on **OK** to complete the process. [![success message on integromat webhook](https://automatorplugin.com/wp-content/uploads/2021/10/success-message-on-integromat-webhook.png)](https://automatorplugin.com/wp-content/uploads/2021/10/success-message-on-integromat-webhook.png) Finally, switch back to the Uncanny Automator tab and click on the **Save** button to make your action live. ### Step 6: Publish the Recipe Once you’ve configured the trigger and the action, you need to make your recipe live. To do that, you need to click on the toggle option in the **Recipe** box and change it from **Draft** to **Live**. [![sending data to integromat recipe](https://automatorplugin.com/wp-content/uploads/2021/10/sending-data-to-integromat-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/sending-data-to-integromat-recipe.png) Your recipe is live now. So whenever a new blog post is published on your WordPress site, Uncanny Automator will send data (**post\_title** and **post\_url** key/value pairs) to Integromat. ### Step 7: Add a LinkedIn Module to Your Integromat Scenario Let’s switch back to the Integromat tab on our web browser now. Here we’ll set up a **LinkedIn** module for our scenario. First, you need to hover your mouse cursor over the small half-circle and then click on the + icon to add a new module. [![add a new module](https://automatorplugin.com/wp-content/uploads/2021/10/add-a-new-module.png)](https://automatorplugin.com/wp-content/uploads/2021/10/add-a-new-module.png) Next, you can use the search bar to find the **LinkedIn** app. [![add linkedin module](https://automatorplugin.com/wp-content/uploads/2021/10/add-linkedin-module.png)](https://automatorplugin.com/wp-content/uploads/2021/10/add-linkedin-module.png) Clicking on LinkedIn will open a number of options. Go ahead and select the option **Create a Text Post** (present under Users) since we want to share our new blog posts on our individual LinkedIn account. [![create a text post option](https://automatorplugin.com/wp-content/uploads/2021/10/create-a-text-post-option.png)](https://automatorplugin.com/wp-content/uploads/2021/10/create-a-text-post-option.png) This will open a new modal window. Here you need to click on the **Add** button to create a new LinkedIn connection. Next, you may add a connection name in the new modal window and click on **Continue** to start the process of connecting your LinkedIn account to Integromat. [![connect to linkedin account](https://automatorplugin.com/wp-content/uploads/2021/10/connect-to-linkedin-account.png)](https://automatorplugin.com/wp-content/uploads/2021/10/connect-to-linkedin-account.png) This will take you to the LinkedIn website. Here you’ll be asked to log in to your account. Next, you need to click on **Allow** to grant permission to Integromat to create posts on your behalf. [![grant permission to linkedIn](https://automatorplugin.com/wp-content/uploads/2021/10/grant-permission-to-linkedIn.png)](https://automatorplugin.com/wp-content/uploads/2021/10/grant-permission-to-linkedIn.png) After providing the permission, you’ll be taken back to the Integromat site. Now you’ll see a number of options. First, click on the **Content** field and add the **post\_title** key to that field. You may also add static text like *read our new post* or anything you like. [![add key to content field](https://automatorplugin.com/wp-content/uploads/2021/10/add-key-to-content-field.png)](https://automatorplugin.com/wp-content/uploads/2021/10/add-key-to-content-field.png) Next, you need to choose **Link** from the **Type** dropdown. This will open a number of options. Go ahead and add the **post\_url** key to the **URL** field. [![add key to url field](https://automatorplugin.com/wp-content/uploads/2021/10/add-key-to-url-field.png)](https://automatorplugin.com/wp-content/uploads/2021/10/add-key-to-url-field.png) Finally, you need to click on **OK** to complete the process. ### Step 8: Make Your Scenario Live It’s time to make our Integromat scenario live. First, click on the **Save** button, present at the bottom-left side of your screen. Next, click on the back button, present at the top of your screen. [![integrating custom webhooks to linkedin](https://automatorplugin.com/wp-content/uploads/2021/10/integrating-custom-webhooks-to-linkedin.png)](https://automatorplugin.com/wp-content/uploads/2021/10/integrating-custom-webhooks-to-linkedin.png) Finally, click on the toggle option, present at the top-right corner, from **OFF** to **ON** to make your scenario live. [![making scenario live](https://automatorplugin.com/wp-content/uploads/2021/10/making-scenario-live.png)](https://automatorplugin.com/wp-content/uploads/2021/10/making-scenario-live.png) That’s it! From now on, whenever a new blog post is published on your WordPress site, Integromat will share it on your LinkedIn account automatically. ### Connect WordPress to Integromat Today As you can see, Uncanny Automator makes it really easy to send data from your WordPress site to Integromat. However, this tutorial was just a starting point. You can create unlimited workflows by connecting Integromat to [75+ WordPress plugins and web apps](https://automatorplugin.com/integrations/) using our powerful automation plugin. You can also use the Uncanny Automator plugin to receive data from Integromat to your WordPress site. The steps are mostly the same but in reverse order. But you’ll need the [premium version of our plugin](https://automatorplugin.com/pricing/) for receiving data from Integromat to your website. Have any questions on how to connect WordPress to Integromat? Feel free to comment below! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Use Cases --- ### [Top 10 Ways to Automate Your Elementor Forms and Popups](https://automatorplugin.com/automate-your-elementor-forms-and-pop-ups/) **Published:** November 28, 2021 **Author:** Sandipan **Content:** Searching for ways to automate your Elementor Forms and Popups? You’re in the right place! [Elementor](https://automatorplugin.com/integration/elementor/) is one of the most popular page builder plugins in the WordPress industry. You can easily build any page on your website using its drag and drop interface. You can also use the Elementor Pro plugin to build forms and popups for your WordPress site. Want to connect Elementor Pro to core WordPress, plugins, and third-party web apps to automate different activities on your website? You can easily do that with the help of the **Uncanny Automator** plugin. In this article, we’ll share 10 different ways using which you can automate your Elementor Forms and Popups to make your life easy. ## Automation Hacks for Elementor Forms and Popups To automate [Elementor Forms or Popups](https://automatorplugin.com/integration/elementor/), you’ll have to [create recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/) using the Uncanny Automator plugin. It is essential for connecting Elementor Pro to WordPress plugins and web apps. And a recipe tells your WordPress site – “if something happens ([trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)), then do something ([action](https://automatorplugin.com/knowledge-base/managing-actions/)).” Elementor offers the following triggers and actions for logged-in users and [everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) (in other words, both logged in and anonymous visitors): - A form is submitted - A user submits a form with a specific value in a specific field ([needs pro version](https://automatorplugin.com/pricing/)) - Show a popup to the user ([needs pro version](https://automatorplugin.com/pricing/)) With that said, let’s get started with 10 useful recipe ideas to automate your Elementor Forms and Popups on your WordPress site. ### 1. Pass Data to Google Sheets Do you want to store data on [Google Sheets](https://automatorplugin.com/integration/google-sheets/) when someone submits your Elementor Form? Thanks to Uncanny Automator, you can easily do that. You can create different forms like request a quote form, event registration form, feedback form, or survey form, and pass data to Google Sheets by creating a recipe. Say you’ve created a contact form using Elementor Forms and you want to collect and analyze the submitted data on Google Sheets. To get started, you’ll have to [connect your Google Sheets account to Uncanny Automator](https://automatorplugin.com/knowledge-base/google-sheets/). Then, you need to create a recipe with “a user submits a form” as the Elementor trigger and “create a row in Google Sheets” as the action. [![elementor form to google sheets](https://automatorplugin.com/wp-content/uploads/2021/10/elementor-form-to-google-sheet.png)](https://automatorplugin.com/wp-content/uploads/2021/10/elementor-form-to-google-sheet.png) You can even take it to the next level by adding another action to your recipe. For example, you can create a new contact in your [HubSpot](https://automatorplugin.com/integration/hubspot/) account or get a notification on your [Slack](https://automatorplugin.com/integration/slack/) channel when the form is submitted ### 2. Enroll Users in an eLearning Course Let’s say you want to automate the process of student enrollment on your eLearning site. So any student with a special code will be automatically enrolled in a course. Here you need to use Elementor to create a student enrollment form using its drag and drop interface. Next, you’ll have to create an Uncanny Automator recipe and use “A user submits a form with a specific value in a specific field” as the Elementor trigger. Note that Uncanny Automator supports popular LMS plugins like [LearnDash](https://automatorplugin.com/integration/learndash/), [LifterLMS](https://automatorplugin.com/integration/lifterlms/), [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/), [LearnPress](https://automatorplugin.com/integration/learnpress/), and more. If your eLearning site is using any of these plugins, you can easily add “Enroll the user in a course” as the action. Once the recipe is live, students will be automatically enrolled in that course whenever they submit the form with the special code. ### 3. Show Discount Popups Want to display discount popups when a particular condition is triggered? For example, you can show a popup when someone completes a course or a particular lesson on your eLearning site. Users can then use the discount coupon to purchase a course on your website. This is a great way to increase your revenue by upselling your students. Uncanny Automator makes it really easy to automate the process of displaying popups when a condition is triggered. First, you need to create a popup using the Elementor Pro plugin. Next, you need to create a recipe with “a user completes a lesson/course” as the trigger and “Show popup” as the Elementor action. Simple, isn’t it? [![learndash to elementor pro popup recipe](https://automatorplugin.com/wp-content/uploads/2021/10/learndash-to-elementor-pro-popup-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/learndash-to-elementor-pro-popup-recipe.png) ### 4. Add User to a Membership WordPress plugins like [MemberPress](https://automatorplugin.com/integration/memberpress/), [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/), [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/), and more allow you to easily start a membership site. And you can take your website to the next level by connecting your membership site to [75+ WordPress plugins and web apps](https://automatorplugin.com/integrations/). For example, you can connect Elementor to your membership site with the help of Uncanny Automator and automate the process of user registrations. You can even add multiple actions to your recipe. Maybe, you can add the new members to a[ BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group or you can invite them to a meeting on [ZoomMeetings](https://automatorplugin.com/integration/zoom-meetings/). Plus, you can also get [Slack](https://automatorplugin.com/integration/slack/) or email notifications automatically when someone joins your membership site. ### 5. Get Notifications on Slack [Slack](https://automatorplugin.com/integration/slack/) is one of the most popular messaging apps for businesses. You can use it to connect with your team, send private messages to your team members, and create groups (or channels) for different teams. If you’re using Slack for your business, you should connect your WordPress site to Slack and get important notifications over there. For example, your sales team can get notifications when someone submits the request a quote form. Or, you can get a direct message on Slack when someone submits a feedback form. To get notifications on Slack, you’ll have to first [connect Uncanny Automator to your Slack account](https://automatorplugin.com/knowledge-base/slack/). Then, you need to create a recipe with “a user submits a form” as the Elementor trigger and “send a message to a channel” (or “send a direct message to a Slack user”) as the Slack action. [![elementor forms to slack recipe](https://automatorplugin.com/wp-content/uploads/2021/10/elementor-forms-to-slack-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/elementor-forms-to-slack-recipe.png) ### 6. Add a Tag to a User Whether you’re running an eLearning site, membership site, or any other website, you should segment and group users by adding tags. It’ll help you to send personalized emails and offer better recommendations to your audience. Let’s say you’re running an eLearning site and you want your students to submit a course feedback form after they complete a course. And based on their responses, you want to automatically add tags to users in your CRM. Uncanny Automator allows you to easily connect [MailChimp](https://automatorplugin.com/integration/mailchimp/) and [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) to core WordPress, plugins, and web apps. And you can then automate the process of adding tags to a user when a condition is triggered (like a form is submitted). What if you’re not using MailChimp or ActiveCampaign? In that case, you can connect Uncanny Automator to [WP Fusion](https://automatorplugin.com/integration/wp-fusion/) and use any CRM of your choice to add tags to the users. ### 7. Add User to a Social Group One of the most important features of [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) or [BuddyPress](https://automatorplugin.com/integration/buddypress/) is social groups. It allows like-minded users to connect and share ideas with each other. Want to automate the process of adding users to a group? Thanks to Uncanny Automator, you can easily add users to a private or public group on your BuddyBoss or BuddyPress site when they submit a form. For this recipe, you need to add “a user submits a form” as the Elementor trigger and “add the user to a group” as the action. You can also add multiple actions to this recipe by clicking on the **Add another action** button. For example, you can send a private welcome message to the user or set a specific member type for the user. [![elementor forms to buddyboss group recipe](https://automatorplugin.com/wp-content/uploads/2021/10/elementor-forms-to-buddyboss-group-recipe.png)](https://automatorplugin.com/wp-content/uploads/2021/10/elementor-forms-to-buddyboss-group-recipe.png) ### 8. Add user to a Mailing List You can easily create subscription forms using the Elementor Pro plugin. And you can then connect the form to your email marketing software and collect emails of your site visitors. Uncanny Automator makes it really easy to automate the process of adding users to your mailing list. You can connect your form to popular tools like [MailChimp](https://automatorplugin.com/integration/mailchimp/) or[ ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) to collect emails. You can even connect [Uncanny Automator to Zapier](https://automatorplugin.com/knowledge-base/working-with-zapier-actions/) or WP Fusion and add the user to a mailing list on AWeber or GetResponse. Why stop by adding just one action? You can even add more actions like adding a tag to the user, adding them to a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group, inviting the users to a live event, and much more. ### 9. Show a Popup When Someone Visits a Page Say, you’ve launched a new course on your eLearning site and you want to show a discount popup when your existing students visit the course page. Why not create a recipe using Uncanny Automator to automate the workflow? The process is fairly simple. First, you should create a popup using the Elementor plugin. Then, you need to create a recipe with “a user views a page” as the [WordPress](https://automatorplugin.com/integration/wordpress-core/) trigger and “show a popup” as the action. Here’s how the recipe might look like: [![pop up a discount offer when someone visits a page](https://automatorplugin.com/wp-content/uploads/2021/10/pop-up-a-discount-offer-when-someone-visits-a-page.png)](https://automatorplugin.com/wp-content/uploads/2021/10/pop-up-a-discount-offer-when-someone-visits-a-page.png) Elementor can easily do the above task without the help of Uncanny Automator. Why should you use it then? Uncanny Automator can be useful when you add more triggers and actions to the recipes to implement complex workflows. For example, you can add a tag to the user when they view the page or you can email the coupon code to the user after 2 days using the[ scheduled action feature](https://automatorplugin.com/knowledge-base/scheduled-actions/). ### 10. Register Users for an Event or Webinar Conducting a webinar or an online event involves a lot of work. Why not ease your troubles by automating the registration part? You can easily connect Elementor Forms to[ GoToWebinar](https://automatorplugin.com/integration/gotowebinar/) or [Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) and register users for a live webinar automatically. Not only that, but you can also integrate your Elementor Forms to popular events plugins like [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) and [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/). You can then automatically register users when they submit the event registration form. Again, you can do more with the recipe by adding multiple actions to it. For example, you can add the users to your [MailPoet](https://automatorplugin.com/integration/mailpoet/) list, send a reminder email for the event after a few days, and get notification via [SMS](https://automatorplugin.com/integration/twilio/), email, or [Slack](https://automatorplugin.com/integration/slack/) when someone registers for the event or webinar. ### Get Started with Automation Today As you can see, Uncanny Automator makes it really easy to automate important Elementor tasks on your website. However, these recipe ideas are just a starting point – you can create unlimited workflows by connecting Elementor to [75+ WordPress plugins and web apps](https://automatorplugin.com/integrations/). Now, Uncanny Automator offers a free version and a premium version. Some of the recipes in this article can be created using the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). However, you’ll have to [upgrade to the premium version](https://automatorplugin.com/pricing/) for the recipes involving Elementor Popups, or for using the trigger *a user submits a form with a specific value in a specific field*. Have any questions about the recipes in this article? Please feel free to ask in the comment section below! ![author avatar](https://secure.gravatar.com/avatar/a78ae9f7b9e2d592b5d32a79a0c1af5e7b9e7ce56abdb65b654bf80b38713b20?s=300&d=mm&r=g) Sandipan [See Full Bio](https://automatorplugin.com/author/sandipansmukherjee-me/) [ ](https://automatorplugin.com/author/sandipansmukherjee-me/) **Categories:** Best Practices --- ### [Run actions on WordPress users in bulk](https://automatorplugin.com/run-actions-on-wordpress-users-in-bulk/) **Published:** November 11, 2021 **Author:** Ryan Moore **Content:** [Uncanny Automator 3.4](https://wordpress.org/plugins/uncanny-automator/) is out with a new game-changing feature: you can run actions on multiple users at once, on demand. But first, let’s get the bad news out of the way: this new feature, while in the free version of Uncanny Automator, is *only* available to users of our [Uncanny Toolkit Pro plugin](https://www.uncannyowl.com/downloads/uncanny-learndash-toolkit-pro/). As such, it is currently limited to [LearnDash](https://automatorplugin.com/share/learndash/) users who also happen to be running our [Toolkit plugins](https://wordpress.org/plugins/uncanny-learndash-toolkit/), but we will make a version of it available to all Automator users in the near future. ## Run actions on groups of users Do you ever wish Automator could run actions on a set of users, not just when they perform actions, but whenever you want to? Maybe you want to add a set of users to a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group, enroll them in a [Zoom meeting](https://automatorplugin.com/integration/zoom-meetings/), reset their progress in a [LearnDash](https://automatorplugin.com/integration/learndash/) course, export user records to [Google Sheets](https://automatorplugin.com/integration/google-sheets/), etc. That’s what this update allows; when you upload a list of users in a CSV file, Automator runs actions against them. The new integration works with our [Import Users module](https://www.uncannyowl.com/knowledge-base/import-learndash-users/) of Toolkit Pro and adds the following new triggers: - A user is imported by the Import Users module - A user is imported to a LearnDash course - A user is imported to a LearnDash group - A Group Leader is imported to a LearnDash group It’s the first one that’s going to get the most attention, but the others are important to make sure we cover a variety of conditional situations. What these triggers say is that when a user is imported using [our tool](https://www.uncannyowl.com/knowledge-base/import-learndash-users/), it can pass through any actions that you set up in a recipe. [![Run actions on imported WordPress users](https://automatorplugin.com/wp-content/uploads/2021/11/Run-actions-on-imported-WordPress-users.png)](https://automatorplugin.com/wp-content/uploads/2021/11/Run-actions-on-imported-WordPress-users.png) The only column that our importer requires is an email address, so this means that you can import a simple list of email addresses and the recipe will perform the actions against all users in the import file. Don’t worry, it doesn’t slow down the import process; actions are queued and performed in the background so that the site’s performance isn’t affected and there’s no risk of a timeout. Everything just works. The possibilities are endless, and for [LearnDash](https://automatorplugin.com/share/learndash/) users specifically, this solves a *lot* of problems around performing bulk actions. Sites offering compliance training now have a way to batch reset user progress. Sites migrating to LearnDash can use imports to mark lessons, topics and courses complete to preserve progress. Site admins can issue certificates in bulk. One important note is that you will want to be careful with how you set up these recipes and disable them after use. If you want to run an import and only have it perform the actions once for users, make sure you disable the recipe after your import, otherwise it will run the actions against your next import too. ## Enhancements for Hubspot, WPForms and WordPress Core Based on user feedback, we added a few other important improvements to this release. In [Hubspot](https://automatorplugin.com/integration/hubspot/), we caused some early frustration with that integration by forcing site owners to choose between creating or updating a user–but not both. Now, when an action can create a contact or user, there’s a new checkbox that says, “If the contact already exists, update their info.” [WPForms](https://automatorplugin.com/integration/wp-forms/) gains new tokens for the form title, form ID and URL. And [WordPress core](https://automatorplugin.com/integration/wordpress-core/) adds a token for the comment contents for the “A user submits a comment on a post” trigger. While perhaps not as visible to most users, we have added vastly improved error messaging (with specific instructions for next steps if anything fails during recipe creation), fewer API calls when viewing the dashboard, and even some accessibility improvements to improve placeholder contrast. For the full list of changes in the [Uncanny Automator 3.4](https://wordpress.org/plugins/uncanny-automator/) release, make sure to visit our [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New in Pro: Advanced Custom Fields (ACF) and More](https://automatorplugin.com/new-in-pro-advanced-custom-fields-acf-and-more/) **Published:** October 28, 2021 **Author:** Ryan Moore **Content:** Last week’s[ Uncanny Automator 3.3 release](https://automatorplugin.com/introducing-hubspot-support/) added some extraordinarily useful new features, including our new [HubSpot](https://automatorplugin.com/share/hubspot/) integration, and it helped us break **100,000 downloads** and 8,000 active installs over the weekend. We’re seeing phenomenal growth and some incredibly exciting features will be released before the end of the year. ## ACF automation support for WordPress In today’s Uncanny Automator Pro 3.3 release, we’re adding one new plugin integration: [Advanced Custom Fields (ACF)](https://automatorplugin.com/integration/advanced-custom-fields/). We get a *lot* of questions from users about ACF use in Automator, and as a first step into wider ACF support, today we’re adding a new trigger for “Everyone” recipes: - An ACF field is updated on a post It can be any post type, all posts of a certain type, and any ACF field in a post. Now, when a field is updated (i.e. from a non-blank value to another non-blank value), you can trigger recipes against it. So if the release date of a course (as an ACF field) changes, you could trigger a Mailchimp campaign. If a user’s department changes in a directory plugin listing, remove one tag and add a new one in Active Campaign. Here’s what it looks like: [![](https://automatorplugin.com/wp-content/uploads/2021/10/ACF-field-changes-for-Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/10/ACF-field-changes-for-Automator.png)To use the trigger, make sure you choose an “Everyone” recipe type and that your ACF fields are assigned to a specific post type. The selection in the Post type drop-down is what shows a list of available posts and fields. For more information, check out the new [Knowledge Base article](https://automatorplugin.com/knowledge-base/advanced-custom-fields/). And yes, support for ACF tokens in actions is coming soon! ## New BuddyBoss, bbPress and BuddyPress actions If you use [BuddyBoss](https://automatorplugin.com/integration/buddyboss/), [bbPress](https://automatorplugin.com/integration/bbpress/) or [BuddyPress](https://automatorplugin.com/integration/buddypress/), you’re in luck with today’s release. Based on several requests from users, the following actions are all now available in Uncanny Automator Pro: - bbPress – Subscribe the user to a forum - BuddyBoss – Subscribe the user to a forum - BuddyBoss – Follow a user - BuddyBoss – Stop following a user - BuddyBoss – End friendship with a user - BuddyBoss – Send a friendship request to a user - BuddyPress – End friendship with a user - BuddyPress – Send a friendship request to a user All of the actions are largely self-explanatory. One consideration here is that BuddyBoss and BuddyPress must *allow* these actions, so if you have trouble, make sure to double-check your settings in those plugins. ## Triggers for MemberPress and WooCommerce Besides our new ACF trigger support, [MemberPress](https://automatorplugin.com/integration/memberpress/) and [WooCommerce](https://automatorplugin.com/integration/woocommerce/) each gain a new trigger. The new MemberPress trigger, **a user’s membership to a specific product expires,** means you can run any actions in a recipe when a user’s membership expires. Common examples including removing things like CRM tags and group access, or running things like email campaigns and coupon generation to win the user back. The new WooCommerce trigger, **a product is purchased in an order**, is where things get very interesting. Our existing Woo triggers cover all types of use cases based on *orders*, but we started getting more questions about running things for *every product* in an order. The most common example is passing data to [Google Sheets](https://automatorplugin.com/integration/google-sheets/). Existing Automator recipes would only send one row to Google Sheets for the entire order, but what if records were needed for every product in an order? That’s what this trigger allows: running actions on specific products within an order, and in some cases recipes will then run multiple times for a single order. ## Other Automator Pro 3.3 Changes [LearnDash ](https://automatorplugin.com/integration/learndash/)and Tin Canny users will see an important new option when resetting a user’s course progress with an action: the ability to delete associated Tin Canny data. That was a big one for our [Tin Canny](https://www.uncannyowl.com/downloads/tin-canny-reporting/) users. Even in the core plugin there’s no way to delete statements by specific course for specific users; now there is. [![Reset Tin Canny Canada with Automator](https://automatorplugin.com/wp-content/uploads/2021/10/Reset-Tin-Canny-data-with-Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/10/Reset-Tin-Canny-data-with-Automator.png) Finally, for [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/), there are new tokens for Featured Image and Featured Image URL tokens in the “user’s booking of an event is confirmed” trigger. This will be useful for notifications, social posts and other actions. We hope you find the new features available in [Automator Pro](/pricing/) useful! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Introducing HubSpot Support](https://automatorplugin.com/introducing-hubspot-support/) **Published:** October 20, 2021 **Author:** Ryan Moore **Content:** Uncanny Automator 3.3 adds an exciting new integration for WordPress sites: [HubSpot](https://automatorplugin.com/share/hubspot/). HubSpot is an incredibly powerful CRM (contact management), email marketing and marketing automation platform with over 120,000 customers on over 200,000 WordPress sites. Best of all, you can [get started with HubSpot for free](https://automatorplugin.com/share/hubspot/). With HubSpot, it’s easy to do all of the following: - Manage your entire contact database and segment users based on activity on your WordPress site. - Send email newsletters and nurture your users with marketing automation campaigns. - Engage your site users with live chat and chatbots. - Measure your business growth with easy-to-understand reporting dashboards. If you haven’t used HubSpot before (and even if you currently use another CRM), we highly recommend giving the [free account](https://automatorplugin.com/share/hubspot/) a try to get a better sense of how it can add value to your WordPress site. If you are an existing HubSpot user, you may already be using their [WordPress plugin](https://wordpress.org/plugins/leadin/) and wonder why we’re so excited to be introducing this integration. Their official plugin is fantastic for creating new forms, tracking performance, building newsletters and connecting contacts, but there’s a lot that it *doesn’t* connect to on the WordPress side, and that’s where Automator comes in. While it does support several form building tools, it doesn’t extend to your membership, LMS, event and other plugins. Our Automator integration bridges that gap. The free Uncanny Automator 3.3 release adds the following actions for HubSpot: - Add the user (or “contact”, if there’s no associated WordPress user) to HubSpot - Add a user or contact to a list - Remove a HubSpot contact from a list [![Connect WordPress to HubSpot](https://automatorplugin.com/wp-content/uploads/2021/10/hubspot-actions-wordpress.png)](https://automatorplugin.com/wp-content/uploads/2021/10/hubspot-actions-wordpress.png) These new actions mean that you can set up no-code WordPress automations to segment users based on actions they take on your site. HubSpot doesn’t natively support tag functionality, but HubSpot lists can be used in place of tags. For example: 1. When a user’s purchase or subscription is refunded, remove them from a HubSpot list. 2. When a user attends a series of live events, add them to a list. 3. When a user completes a course, add them to a list. 4. When a user leaves a social group, remove them from a list. 5. When a user is added to a membership level, add the user to Hubspot. Of course, millions of recipe combinations are possible and the new integration means you can connect HubSpot lists and contacts to any of the [75+ WordPress plugins and apps](https://automatorplugin.com/all-triggers-and-actions/) we support. As a premium, non-WordPress integration, HubSpot is available to all users of our free and Pro plugins with the Automator[ credit system](https://automatorplugin.com/knowledge-base/what-are-credits/). Every Automator user with a free account can use HubSpot a limited number of times to try things out, while [Pro users](https://automatorplugin.com/pricing/) get Unlimited usage. Make sure to check out our [Knowledge Base article](https://automatorplugin.com/knowledge-base/hubspot/) to set up your account and get started. ## Track recipe runs Our new [HubSpot integration](https://automatorplugin.com/integrations/hubspot/) steals the show in the 3.3 release, but there are several other important additions that will help Automator users. The recipe edit page gains a new indicator of how many times a recipe has run, with a link to the logs to immediately see historical data for the associated recipe. This makes it much easier to trace records for specific recipes. [![Automator recipe runs](https://automatorplugin.com/wp-content/uploads/2021/10/Automator-recipe-runs.png)](https://automatorplugin.com/wp-content/uploads/2021/10/Automator-recipe-runs.png) ## Features based on user requests Uncanny Automator 3.3. adds several enhancements as requested by our customers, including the following: - Improved performance on recipe edit pages by deferring some API calls where possible. - Sharing a photo on a Facebook page now supports including text as well as the picture. - Sending data to a webhook now supports DELETE and HEAD HTTP methods. - There’s a new “automator\_wp\_admin\_header\_menu” so our entry in the WordPress admin bar can be easily disabled. That’s it for the free version of Uncanny Automator 3.3! Let us know how you’re using the new [HubSpot integration](https://automatorplugin.com/integrations/hubspot/) in the comments and stay tuned for the upcoming Pro release. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News --- ### [Uncanny Automator Pro 3.1: Dev Tools & New Triggers](https://automatorplugin.com/uncanny-automator-pro-3-1-dev-tools-new-triggers/) **Published:** August 9, 2021 **Author:** Ryan Moore **Content:** Hot on the heels of our huge [Uncanny Automator 3.1 release](https://automatorplugin.com/uncanny-automator-3-1-breakthrough-no-code-automations/), [Automator Pro 3.1](https://automatorplugin.com/pricing/) adds some fantastic new triggers and actions (across 5 integrations!), a new action for developers, and some important improvements. Let’s jump right in to what Pro users can start using in this new release. ## Call any custom function or method Perhaps the centrepiece of the Pro 3.1 release, a new action is available that allows developers to call ANY custom function or method *and pass arguments to it*. See below for an example of how it works; the only restriction is that the function must be registered or available before Automator tries to call it. And for the variables, you can use tokens and other dynamic data from Uncanny Automator! [![Call a custom WordPress function or method](https://automatorplugin.com/wp-content/uploads/2021/08/image23.png)](https://automatorplugin.com/wp-content/uploads/2021/08/image23.png)For developers, this is a great way to slash development time by letting Automator connect things together without having to build those custom integrations. ## New Automator triggers (and another action!) All of the new triggers in this release were added based on feedback from end users, so make sure you [send in your requests](https://automatorplugin.com/feedback/)! Our [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) integration gains the most triggers in the release, and here’s what’s been added: 1. A user’s specific type of post is moved to the trash 2. A user’s specific type of post is updated 3. A user’s specific type of post is set to a status 4. A user’s comment on a specific type of post receives a reply These new triggers make it easier to monitor and announce content changes on a site. Notify administrators when posts are trashed so that there’s an audit trail, notify users when a blog post or course has been updated, start a workflow when a custom post type has been set to Approved or Completed status. [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) is up next with a new trigger for when “a product is purchased with a specific discount code”. The customer who requested this had some great use cases, where users could be added to groups and memberships based on a discount code that they used. Some clever users might notice this could almost replace our [Uncanny Codes plugin](https://www.uncannyowl.com/downloads/uncanny-learndash-codes/) in some situations. This new trigger is that powerful: link anything to an EDD coupon code redemption. [![Easy Digital Downloads Discount Code Automations](https://automatorplugin.com/wp-content/uploads/2021/08/EDD-discount-code-automation.png)](https://automatorplugin.com/wp-content/uploads/2021/08/EDD-discount-code-automation.png) [LearnDash](https://automatorplugin.com/integration/learndash/) adds a new “A user is removed from a group trigger”, and it’s a great one for elearning site users. When a user is removed from a LearnDash group, remove a CRM tag, remove a membership, reset their progress in related courses. For [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) users, there’s a new trigger for “A user’s booking of an event is confirmed”. And, to round things out, the [Newsletter plugin](https://automatorplugin.com/integration/newsletter/) gets a new action: Add a subscriber to a list. That will allow you to add users to a list on form submission, course completion, purchase, event attendance and more. ## Lots and lots of improvements [Uncanny Automator Pro 3.1](https://automatorplugin.com/pricing/) adds several useful enhancements. Ever wish you could make better use of featured images and media in your recipes? The [WordPress Core](https://automatorplugin.com/integration/wordpress-core/), [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) and [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/) triggers can now use feature images for posts as triggers. [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) triggers now have a “Next payment date” token available for actions. Want to update users on when their next billing cycle kicks in? This allows it. In [BadgeOS](https://automatorplugin.com/integration/badgeos/) and [GamiPress](https://automatorplugin.com/integration/gamipress/), the “user earns an achievement” trigger adds support for “any achievement”. The WordPress core “a post is updated” trigger now displays ALL post types, not just ones that are public. Finally, Uncanny Automator Pro 3.1 adds better support for PHP 8.0, similarly to the improved support we added to Uncanny Automator 3.1. Questions or feedback about what’s new or improved? Let us know in the comments! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [Uncanny Owl has joined the WPBeginner Growth Fund](https://automatorplugin.com/uncanny-owl-has-joined-the-wpbeginner-growth-fund/) **Published:** November 5, 2020 **Author:** Ryan Moore **Content:** We’re excited to announce that Uncanny Owl (the company behind Uncanny Automator) has joined the [WPBeginner Growth Fund](https://www.wpbeginner.com/wpbeginner-growth-fund/). This means that we’re partnering with [Syed Balkhi](https://syedbalkhi.com/), founder of WPBeginner and co-founder of popular WordPress plugins including OptinMonster, MonsterInsights, WPForms and more. It also means that Uncanny Owl is now part of the [Awesome Motive](https://awesomemotive.com/) network of companies. ![](https://www.uncannyowl.com/wp-content/uploads/2020/11/growth-fund-uncanny-owl-featured.png) ## Why we joined Ken and Ryan co-founded Uncanny Owl in 2013, and over the past 7 years we have grown the company to a team of 10 people with [8 popular plugins](https://www.uncannyowl.com/plugins/), a hosted learning platform product and a thriving consulting business. With so many products and significant growth this year, we found scaling difficult and we were pulled in too many directions. After working with [Cory Miller](https://corymiller.com/) for help planning our future, we connected with Syed and began to explore what a relationship might look like. What sold us on the idea and benefits of a partnership were our discussions with current companies in the Growth Fund, including Blair at [MemberPress](https://memberpress.com/) and Steph and Steve at [Formidable Forms](https://formidableforms.com/). Both teams had only fantastic things to say about Awesome Motive and the growth, vision and work-life balance improvements that Syed had helped them achieve. ## What this means for Uncanny Owl Our participation in the WPBeginner Growth Fund program only began a few days ago. At this point our focus is inward—looking at how we can take our products, services and Uncanny Owl itself to the next level. We don’t yet know where that process will lead us, but we’re excited to find out! When we have anything new to share, you’ll hear it on this blog first. ## About the WPBeginner Growth Fund The Growth Fund was created in 2018 to invest in WordPress businesses and work with founders to optimize their products and processes. More information about the program and an application form are available at ## Questions? We are still in the early planning stages of the partnership but we will have more news to share over the next few months. If you have questions, we invite you to [reach out](https://www.uncannyowl.com/contact-us-2/) to our team. Thanks for your support! *– Ryan, Ken, and the rest of the Uncanny Automator Team* ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [The biggest WordPress automation update is here](https://automatorplugin.com/the-biggest-wordpress-automation-update-is-here/) **Published:** May 20, 2021 **Author:** Ryan Moore **Content:** Six months and thousands of hours in the making, [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) and [Uncanny Automator Pro](https://automatorplugin.com/pricing/) 3.0 releases are out today. This is, bar none, our biggest update ever. It completely changes how we, other developers and our customers can interact with Automator now and in the future. Version 3.0 doesn’t just add new features, it’s a modern framework for building and setting up automations for WordPress. In this blog post we’ll talk about the highlights of the 3.0 releases, both free and premium versions, as well as what 3.0 means for developers. We can’t cover everything in this blog post alone, so stay tuned for additional updates that focus on specific areas of the releases as well as lots of new documentation (especially for developers). ## User-friendly tokens A big focus of 3.0, and the next few releases, is on ease of use. That means more in-plugin guidance and tools that are easier to use, starting with readable “tokens”. For anyone unfamiliar with tokens, it’s what we call the variables that are used in actions that populate dynamic data. A user’s name, email address, the time, maybe a quiz score—all of these are examples of tokens. [![New tokens for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2021/05/new-tokens-for-automator.png)](https://automatorplugin.com/wp-content/uploads/2021/05/new-tokens-for-automator.png) In previous releases selecting tokens was easy, but once populated they weren’t at all user friendly. They might have looked something like this: {{27207:WP\_ANON\_WEBHOOKS:WEBHOOK\_FIELDS:}}. We knew what they meant, but for users, they sure were confusing. So, in 3.0, we overhauled the *entire* trigger system for the hundreds of triggers we support. Now, instead of something that looks like code, we say what the token represents in plain English *and* we show an icon for the associated trigger, so no more guessing is needed to know where the data is coming from. On that note, see below for a screenshot of how we’re now handling usermeta tokens. We definitely had a few users confused about how to set up usermeta retrieval in the past but we’re confident this new view will make things easier. [![New usermeta tokens](https://automatorplugin.com/wp-content/uploads/2021/05/New_Usermeta_tokens.png)](https://automatorplugin.com/wp-content/uploads/2021/05/New_Usermeta_tokens.png) One more thing we did to make things easier was to optionally hide fields that normally wouldn’t be appropriate for the associated field type (like making a Date token available for an Email field). In the screenshot, note the *Only email tokens* field; toggling that shows or hides tokens depending on whether or not they might contain valid email addresses. [![Show email tokens in action fields](https://automatorplugin.com/wp-content/uploads/2021/05/Screenshot_051921_102652_AM.jpg)](https://automatorplugin.com/wp-content/uploads/2021/05/Screenshot_051921_102652_AM.jpg) **Power Users:** Before we move on, the new token system lets you merge tokens together or with text. Did you notice how we merged a token with text in the previous screenshot? We took the user’s “Name” value from Groundhogg (check the token icon) and added it to domain. So if the user’s name is “ryan” in Groundhogg, Automator will see this email address as ryan@acmeco.com. ## Delayed and Scheduled Actions Yes, this is the feature that everyone is excited about. This one is for our [Pro users only](https://automatorplugin.com/pricing/), but it’s *amazing*. Now you can take any action you want in a recipe and set it to run on a delay (e.g. 5 minutes or 6 months) *or* have it run on a particular calendar date. It’s as powerful as it sounds. Here are a few examples: - When a user signs up for a trial via form submission, create the user and add them to a group or membership level, then remove them from the group or membership level a week later while adding a CRM tag. - Send a series of marketing emails as part of an onboarding program. - Send users a feedback request automatically a week after a scheduled [Zoom webinar](https://automatorplugin.com/integration/zoom-webinars/). - Send users an automatically generated coupon code the day after a large purchase. [![Delayed and scheduled Automator actions](https://automatorplugin.com/wp-content/uploads/2021/05/Delayed_and_scheduled_Automator_actions.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Delayed_and_scheduled_Automator_actions.png) Not only can you schedule the actions, but you can track their progress and even cancel them if you need to. The new logging system provides better detail so you can track *exactly* how automations are running on your site. ## Detailed recipe logging While we’re talking about tracking scheduled and completed actions, one gap we’ve had in the past is that our separate recipe, trigger and action logs sometimes made reconciling all activity difficult. With 3.0, you can get *full* details for a particular recipe entry on a single screen. See which triggers have been satisfied and when, what’s going on with actions, run counts, etc. This makes it much easier to track what’s going on with your site. [![Detailed Uncanny Automator recipe logs](https://automatorplugin.com/wp-content/uploads/2021/05/Detailed_Automator_recipe_logs.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Detailed_Automator_recipe_logs.png) ## Duplicate recipes You can now duplicate a recipe with one click. Even better, duplicating a recipe takes you into the new recipe immediately and sets key elements to Draft status (so it isn’t enabled automatically). [![Duplicate recipes and set max runs](https://automatorplugin.com/wp-content/uploads/2021/05/Recipe_changes_in_Automator_3_0.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Recipe_changes_in_Automator_3_0.png) ## Run recipes a limited number of times This is something we hadn’t considered until a few customers asked us, “What if I only want a certain number of users to be able to run the recipe?” Initially, we thought this might be covered by inventory for products, tickets for events, or form limits for forms, but users had some great examples for when it was the recipe itself that should be limited. What if only the first 10 purchases of a product should get a bonus? Well, 3.0 allows you to control how many times a recipe will run *across all users*, not just for specific users (which we’ve always had). ## Easier troubleshooting If you ever run into problems with Automator, we added a ton of tools in 3.0 to make it easier for us (and your developers) to troubleshoot things. In fact, there’s a whole new **Tools** menu for Uncanny Automator in /wp-admin/. In it, key information about the WordPress environment, Automator debug logs and Automator database tables are all available at a glance. For the *very* rare database errors we’ve seen, there are now bundled tools so things can be resolved in one click rather than reaching out to our team. [![Uncanny Automator Debugging Tools](https://automatorplugin.com/wp-content/uploads/2021/05/Uncanny_Automator_Debugging_Tools.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Uncanny_Automator_Debugging_Tools.png) ## We’re super developer friendly We’ve had a number of developers build fantastic add-ons for Uncanny Automator over the last year. In fact, we hired one of them ourselves for Automator development! And over that year, we didn’t do enough to support developers. We are *very* aware of that and have done a lot with 3.0 to make sure Automator development is as easy as possible. With that in mind, we’ve made some big changes going forward: 1. All code is fully documented and available for review at . That’s right, we have an entire site (with **2,500 articles**) dedicated to Automator documentation that will be kept updated after each release. 2. A developer site with detailed development articles at . Yes, that’s 2 new websites just for developers to better understand how to build solutions for Automator. 3. A far more efficient core. With the 3.0 core update, integrations can be built with a fraction of the code it took for 2.x. 4. A dedicated Slack channel with access to our development team for questions. If you’re building something for Automator, send us a note and we can get you added. Please note that this channel is *not* for general support, just plugin development and only for plugin developers. 5. New samples for 3.x code. There’s a [sample integration](https://github.com/UncannyOwl/Uncanny-Automator-Sample-Integration), [sample trigger](https://github.com/UncannyOwl/Uncanny-Automator-Sample-Trigger), [sample action](https://github.com/UncannyOwl/Uncanny-Automator-Sample-Action), and a [sample of moving 2.x code to 3.x](https://github.com/UncannyOwl/Uncanny-Automator-Sample-Trigger/commit/f0b2593379eed438ae697acd2c5ed6ea2bbd554b). 6. Full backwards compatibility of 2.x triggers and actions with 3.0. Yes, #5 will be fantastic for new development, but anything built for 2.x *will still work with 3.0*. ## Build Automator actions with no code All of these developer tools and resources will be of great benefit to third-party developers, but what if you need something quickly? What if you wanted to connect to a plugin we don’t support on a one-off basis? This next Pro feature is pretty mind-blowing for site builders. **You can run any hook as an action**. You don’t need to build the integration first; you can just use a brand new Automator action to hook into anything. Just identify the hook name and variables and Automator can trigger it and pass in the data, whether it’s static or a dynamic token. [![WordPress Hook Action](https://automatorplugin.com/wp-content/uploads/2021/05/Automator_WordPress_hook_action.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Automator_WordPress_hook_action.png) ## Performance changes The Automator 3.x architecture makes a lot of new things possible (wait until you see 3.1 and 3.2!), but despite the enhancements, sites *should not* see worse performance. We do now need 3 calls per page load instead of 2 (to support new functionality), but because of efficiency improvements and loading more dynamically, in our performance tests we generally saw *improvements* of around 15% in Automator overhead compared to 2.x. Certainly this will vary for each site, but most sites should see some gains with this release and even more in 3.1 and 3.2. Automator already has really low overhead and this will keep getting better. ## New triggers and actions We know, usually major Automator releases are all about the new integrations, triggers and actions. In 3.0 it’s less a focus because there are so many even bigger changes in the core plugin. We’ll get back to that more in 3.1, but in the 3.0 release, there are still a handful of new additions. [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) is the only new integration in Uncanny Automator 3.0. It adds the following: - Trigger: A user’s booking of an event is completed (Free) - Trigger: A user’s booking of an event is cancelled (Pro) - Trigger: A user’s booking of an event is pending (Pro) - Action: Register a user for an event (Pro) Here’s what’s new for existing integrations: - [Fluent CRM](https://automatorplugin.com/integration/fluentcrm/) Trigger: A user is set to a specific status (Free) - [GamiPress](https://automatorplugin.com/integration/gamipress/) Trigger: An achievement is revoked from a user (Pro) - [WooCommerce](https://automatorplugin.com/integration/woocommerce/) Trigger: A user adds a product to their cart (Pro) - [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) Action: Add a role to the user’s roles (Pro) - [Uncanny Continuing Education Credits](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) Trigger: A user earns a number of credits (Free) There are some great new additions that should help a lot of sites, but we know the real excitement is still with the core features in the plugin. Wondering what else is new? Make sure to check out the full changelogs for [Uncanny Automator](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) and [Uncanny Automator Pro](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). ## Preparing for 3.0 That’s it for our summary of new 3.0 features, but we will get deeper into some of them in posts over the next few weeks. For now, if you’re an existing Automator user, we *highly* recommend testing the updates out on a Staging site before applying them to your live site. While the updates have gone through weeks of testing, there are inevitably some scenarios we won’t catch, especially with a release like this that represents hundreds of hours of effort and significant core changes. We also **strongly** recommend you update both free and pro versions of Uncanny Automator at the same time; using a 2.x version of one plugin with a 3.x version of the other may have unexpected results. Once you have tested things out, let us know how you’re enjoying the new features in the comments below! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [The Ultimate Guide to LearnDash Custom Reporting](https://automatorplugin.com/ultimate-guide-to-learndash-custom-reports/) **Published:** May 10, 2021 **Author:** Ryan Moore **Content:** At Uncanny Owl, we have built public and custom reporting solutions for over 5 years. Our [Tin Canny](https://www.uncannyowl.com/downloads/tin-canny-reporting/), [Uncanny Groups](https://www.uncannyowl.com/downloads/uncanny-learndash-groups/) and [Continuing Education Credits](https://www.uncannyowl.com/downloads/uncanny-continuing-education-credits/) plugins all have different types of [LearnDash](https://www.uncannyowl.com/share/learndash/) reports for different audiences. While they have helped many sites, users always want more. How do I add this extra column? Can you add a date range filter? How do I see a particular type of data a particular way? We have increasingly found that we will probably never satisfy everyone, and building more reports for our plugins isn’t the answer. Users end up confused by the choices and still unsatisfied that our reports don’t present data in that one specific way they need it. For many, custom reports are out of reach because of the cost. There’s an easier answer, and it’s with [Uncanny Automator](https://automatorplugin.com/pricing/) and [Google Sheets](https://automatorplugin.com/integration/google-sheets/). Connected together, you can capture and report on data for almost *anything* users can do with LearnDash. And because all of the data is in Google Sheets, you can filter, sort, chart and manipulate data however it makes sense to you. No development is required and the solution is highly scalable. [![LearnDash quiz report](https://automatorplugin.com/wp-content/uploads/2021/05/LearnDash_quiz_report.png)](https://automatorplugin.com/wp-content/uploads/2021/05/LearnDash_quiz_report.png) **Note:** While the information in this article highlights LearnDash, most of what’s presented also applies to [LifterLMS](https://automatorplugin.com/integration/lifterlms/), [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/), [WP Courseware](https://automatorplugin.com/integration/wp-courseware/), [WP LMS](https://automatorplugin.com/integration/wp-lms/) and more. ## Benefits of Custom LearnDash Reports Before we get into how to set up custom [LearnDash](https://automatorplugin.com/integration/learndash/) reporting in Google Sheets, let’s talk about *why* you might want to connect them together. To do that, let’s revisit some of the requests we often hear from users. > *I want to know who has completed a course, lesson, topic, quiz, submitted an assignment or joined a group.* Reports for course completion are easy; there are lots of those in reporting plugins because it’s what everyone wants. You can probably get a lot of data about the user, the course, and overall progress from those. Tracking other data though is much harder; as an example, there is no way to see who has completed a particular topic and when they completed it. But with Uncanny Automator, you can report on *any* LearnDash activity that it can capture. Here are a few examples of activity from the [full list](https://automatorplugin.com/integration/learndash/): - A user completes a lesson - A user completes a topic - A user passes/fails a quiz - A user submits an assignment - A user is added to a group Every time one of these things happens, you can add the record to a Google Sheet *along with any extra data you want*. Maybe whenever users complete any lesson, you pass the user’s name, email address, current date, course name and lesson name to Google Sheets. > *I need these extra columns in my report.* One of the great things about building reports with Automator is that you can add data for any columns you want. Automator does this using the magic of what are called “tokens”. These are basically variables with information about the user and whatever objects are in the [recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/). So, for example, if the recipe is intended to track topic completions, tokens with the associated course and lesson names could be sent to Google Sheets. Of course, the most popular complaint about canned reports is, “I need it to include a column name for the custom field I have for users”. No problem, *any* usermeta record can be added as a column in a Google Sheet. Pass data for job title, phone number, department, whatever user data you have stored. > *I need to report on other WordPress data too.* This is another type of request we see all the time. When did a user last log in? How do I tell if users visited the first lesson of a course? How do I know what users watched a video? Uncanny Automator of course supports more than just LearnDash, so here a few other trigger examples from other integrations that can be turned into LearnDash reports: - A user views a page ([WordPress core](https://automatorplugin.com/integration/wordpress-core/)) - A user logs in to the site ([WordPress core](https://automatorplugin.com/integration/wordpress-core/)) - A user joins a group ([BuddyBoss](https://automatorplugin.com/integration/buddyboss/)) - A user watches at least 80% of a video ([Presto Player](https://automatorplugin.com/integration/presto-player/)) - A user submits a course evaluation form ([WPForms](https://automatorplugin.com/integration/wp-forms/)) If you can think of an activity users might perform on your WordPress site, you can probably report on it. Better still, you can probably build it yourself in 5 minutes with no code whatsoever. ## Connect LearnDash to Google Sheets Connecting LearnDash activity to Google Sheets requires [Uncanny Automator Pro](https://automatorplugin.com/pricing/). Both the [free](https://wordpress.org/plugins/uncanny-automator/) and Pro versions of Automator must be installed and active to proceed. To connect Google Sheets to your WordPress sites, perform the following: 1. Visit **Automator > Settings** in /wp-admin/ on your website. 2. In the **Google** tab, click **Connect an account**. 3. During the Google Sheets beta, you will see a warning that Google hasn’t verified the app. Click the **Advanced** link, then the **Go to automatorplugin.com** link. 4. Click **Allow** to let Automator access your Google Drive files and spreadsheets. That’s it! Once that’s done, you can pass data to Uncanny Automator in your recipes. Building your first recipe with Google Sheets is a bit harder, but we’re almost there. The trigger part is easy. LearnDash students will always be logged in, so create a new recipe and choose **Logged-in** as the type. Choose **LearnDash** as the integration and then click the trigger you want to report on. Make the appropriate selections and proceed to the *Actions* section. This is the harder part. To configure the *Create a row* action in Google sheets: 1. Choose the **Google Sheets** integration in the *Actions list*.[![Google Sheets Integration](https://automatorplugin.com/wp-content/uploads/2021/01/Google_Sheets_integration.png)](https://automatorplugin.com/wp-content/uploads/2021/01/Google_Sheets_integration.png) 2. Choose the action to use in your recipe. 3. Make selections for the **Drive**, **Spreadsheet** and **Worksheet** for your account. These values determine where the rows will be added and what columns will be available. *Tip: Add all the columns that you want in your spreadsheet before you create your recipe. Columns must be created in Google Sheets, Automator can only map to existing columns.* 4. After clicking the **Get columns** button, you will see a list of columns for your worksheet on the left and a list of values on the right. 5. For each row, populate the **Value** that you want to add. In most cases, you will want to choose tokens from the triggers or the system by choosing the **\*** icon to the right of the field. 6. Save your updates and make sure the triggers, actions and recipe are all live. [![Connect Automator to Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/Connect_Automator_to_Google_Sheets.png)](https://automatorplugin.com/wp-content/uploads/2021/01/Connect_Automator_to_Google_Sheets.png) Step 5 above (and in the screenshot) are where you will add all your user data and any information you want in your reports. For common information about the user, look for tokens in the **Common** section. For passing custom usermeta, use the **Advanced** section and [this article](https://automatorplugin.com/knowledge-base/user-meta-tokens/). And for information related to your triggers, like course, lesson, quiz and other data, drill down into the list of tokens for that trigger. One your triggers, actions and recipe are live, data will start flowing into Google Sheets automatically. Try out a sample and make sure everything is being sent as expected! ## Customizing Google Sheet Reports Now that you have data flowing into Google Sheets, it’s time to do something with the information and make it more useful. Because it’s Google Sheets, there are built in tools for sorting data, filtering data, charts, functions and more. Maybe you created a report that shows a list of all lesson completions, but you only want to see completions for users in a particular department, for a specific lesson, within a specific date range. By selecting your data range and choosing **Data > Create a filter** inside Google Sheets, you can set up that exact view of your captured data. [![Add LearnDash report filters](https://automatorplugin.com/wp-content/uploads/2021/05/Add_LearnDash_report_filters.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Add_LearnDash_report_filters.png) Perhaps what’s most useful is a visual way of reviewing your data. In other words, instead of looking at thousands of reviews to try to figure out how lesson completions are trending (as a measure of learning activity), you can create a simple chart to show you completions over time. The Google Sheets chart function makes this easy (look for **Insert > Chart** to get started). [![LearnDash Lesson Completions report chart](https://automatorplugin.com/wp-content/uploads/2021/05/LearnDash_lesson_completions_report_cahrt.png)](https://automatorplugin.com/wp-content/uploads/2021/05/LearnDash_lesson_completions_report_cahrt.png) ## Limitations Linking LearnDash to Google Sheets with Uncanny Automator opens a huge number of reporting possibilities, but there are still some limitations that keep it from being the perfect reporting solution. Before jumping in, here are a few limitations that should be considered: 1. You can’t limit data to certain groups only. This is largely a solution for admin or top-level reporting and Google Sheets can’t consider Group Leader access restrictions. Make sure only authorized users get access to the Google Sheets that receive data. 2. You can’t edit or remove data. If an admin edits a user and resets progress for a course, there is no way to remove that progress in Google Sheets automatically. In other words, using manual overrides to undo completion records that are sent to Google Sheets would have to be reconciled manually. 3. Google Sheets can store a maximum of 5 million cells of data. That might seem like a lot, but there’s a reason this article doesn’t mention using this solution for xAPI data. And, if you’re sending 10 columns of data every time someone completes a topic, and you have thousands of users and hundreds of topics, hitting the 5 million limit may be closer than you think. 4. Automator can only send *new* data to Google Sheets. Since data is populated by recipes, records can only be sent for new activity after the recipes to create the reports are set up. ## Get Started Ready to get started with passing your LearnDash records to Google Sheets for easier analysis? Here’s what you’ll need to start creating reports: 1. [LearnDash](https://www.uncannyowl.com/share/learndash/) 2. [The free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 3. [Uncanny Automator Pro](https://automatorplugin.com/pricing/) 4. [A Google Sheets account](https://www.google.com/sheets/about/) Don’t forget to share some of your favourite reports that you’ve built with Automator and Google Sheets in the comments! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Recipe Ideas, Use Cases --- ### [How to Share New WordPress Posts on Twitter - Automatically & for Free](https://automatorplugin.com/share-new-wordpress-posts-on-twitter-automatically/) **Published:** April 26, 2021 **Author:** Colin Newcomer **Content:** Searching for a solution to automatically share new WordPress posts on Twitter? Sharing your content on Twitter is a great way to get some eyeballs on it, but it’s a hassle to have to manually tweet every time you publish something new. Thankfully, there are some great tools that can automate the process for you so that you can get the benefits of sharing on Twitter with none of the work. In this post, we’ll show you step-by-step how to start automatically sharing new posts to Twitter **for free** and with **zero technical knowledge required**. Best of all, the method that we’ll show you doesn’t require you to create a Twitter app, which makes it really easy to get started. Ready to begin? Here’s how it works… ## How to Automatically Share New WordPress Posts on Twitter To automatically share your WordPress content on Twitter, you can use the free version of [the Uncanny Automator plugin](https://automatorplugin.com/). Uncanny Automator lets you create your own custom “[recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/)” to automate stuff on your WordPress site. You can use it to automate *a lot* of different things, but the automation that we’re focused on in this post is the ability to automatically share new content on Twitter. You’ll be able to create a “[trigger](https://automatorplugin.com/knowledge-base/managing-triggers/)” to tell Uncanny Automator when to share content on Twitter, like sharing all new blog posts or only posts in a certain category: ![Example of a trigger](https://automatorplugin.com/wp-content/uploads/2021/04/trigger-example-1024x468.png) Then, you can set up an “[action](https://automatorplugin.com/knowledge-base/managing-actions/)” to tell Uncanny Automator to share that content on Twitter. You’ll also be able to use dynamic templates to customize your tweets with each post’s information, like inserting the actual title of a post and its URL: ![Example of Twitter message](https://automatorplugin.com/wp-content/uploads/2021/04/action-example-1024x721.png) The neat thing is that Uncanny Automator will work with any WordPress content, including custom post types or content from other plugins. So, in addition to sharing blog posts, you could also share new WooCommerce products, new events (*if you’re using an event plugin*), new directory listings (*if you’re using a directory plugin*), new forum threads (*if using a forum plugin*), etc. Here’s how it works! ### 1. Install the Uncanny Automator Plugin Uncanny Automator is [available for free at WordPress.org](https://wordpress.org/plugins/uncanny-automator/). There’s also [a premium version](https://automatorplugin.com/pricing/) that adds tons of cool features, but you only need the free version to share content on Twitter. Head to **Plugins → Add New** and install the plugin. Then, continue on to set up your first Twitter automation. ### 2. Connect Your Twitter Account Once you’ve installed Uncanny Automator, the next step is to connect the Twitter account to which you want to share your posts. You can connect any Twitter account – as long as you have the username and password, of course! To connect your account, head to **Automator → Settings → Twitter**. Then, click the green **Connect an account** button: ![Connect Twitter account](https://automatorplugin.com/wp-content/uploads/2021/04/connect-twitter-account-1024x703.png) This will send you to Twitter to grant Uncanny Automator access to your account to share tweets. *If you aren’t already logged in to Twitter, you’ll first need to log in to your Twitter account*. Click the **Authorize app** button to continue: ![Authorize Twitter account](https://automatorplugin.com/wp-content/uploads/2021/04/authorize-twitter-app-1024x747.png) Then, you should be taken back to the Uncanny Automator settings and you should see a success message: ![Connect Twitter account](https://automatorplugin.com/wp-content/uploads/2021/04/account-connected-1024x707.png) Now, you’re ready to set up your Tweet automation… ### 3. Create Your Recipe Trigger When you want to automate something with Uncanny Automator, you create a “recipe”. A recipe has two parts: - **Trigger** – this is the condition under which you want to do “something”. In this case, the trigger is “Publishing a new post”. - **Action** – this is the “something” that you want to do when the trigger happens. In this case, “Posting a tweet”. To get started, you’ll want to create a new recipe and configure the trigger. To do this, go to **Automator → Add New**. In the **Select a recipe type** prompt that appears, choose **Logged-in**: ![Choose recipe type](https://automatorplugin.com/wp-content/uploads/2021/04/choose-recipe-type-1024x769.png) Then, choose **WordPress** under **Select an integration**: ![Choose WordPress integration](https://automatorplugin.com/wp-content/uploads/2021/04/wordpress-integration-1024x744.png) You’ll see a list of triggers. Use the search box to search for “publish” and then choose the trigger named “A user publishes a type of post…” ![Choose your trigger](https://automatorplugin.com/wp-content/uploads/2021/04/choose-trigger-1024x772.png) Now, you can choose exactly what content you want to share on Twitter. If you want to share *all* your blog posts, choose **Post** in the **Post type** drop-down and then hit **Save**: ![Choose post type to share](https://automatorplugin.com/wp-content/uploads/2021/04/choose-post-type-1024x715.png) If you only want to share certain types of posts, you can also change the **Taxonomy** drop-down. For example, if you only wanted to share blog posts in the “News” category, you could choose **Category** under **Taxonomy** and then **News** under **Taxonomy term**: ![Choose category](https://automatorplugin.com/wp-content/uploads/2021/04/choose-category-1024x716.png) If needed, you can also create multiple triggers, which gives you a lot of flexibility. For example, you could create another trigger for a different category of blog posts. ### 4. Create Your Recipe Action Once you’ve set up your trigger(s) to tell Uncanny Automator what content you want to share on Twitter, the next step is to set up the “action” (posting to Twitter). In the **Actions** box, click the **Add action** button. Then, choose **Twitter** in the list of options: ![Choose tweet action](https://automatorplugin.com/wp-content/uploads/2021/04/twitter-action-1024x755.png) In the **Select an action** box, choose the “Post a status to Twitter” result: ![Choose post to twitter action](https://automatorplugin.com/wp-content/uploads/2021/04/choose-post-to-twitter-action-1024x691.png) Now, you’ll see a text box that lets you enter the message that you want to share to Twitter. You can enter static text in the message that will be the same for all the posts that you share. Then, to dynamically add text (like the title of a blog post and its URL), you can use “tokens”. To access the list of tokens, click on the asterisk next to the text box. Then, you can use the search box to search for specific tokens. For a tweet, you’ll probably want to add at least: 1. Post title 2. Post URL ![Add dynamic tokens](https://automatorplugin.com/wp-content/uploads/2021/04/dynamic-tokens-1024x988.png) You can also explore the other tokens to see if you find something useful. For example, for a multi-author blog, you might want to also include the author’s name, which you can do by adding that token. When you’re finished, the message might look something like below – you can see how it’s a mix of static text and dynamic tokens: ![Example of Twitter message](https://automatorplugin.com/wp-content/uploads/2021/04/action-example-1024x721.png) Let’s look at an example: If you published a post with the details below and the message from the screenshot above… - **Post title**: Here’s Why the Philadelphia 76ers Are Going to Win the NBA Championship - **Post URL**: https://basketballblog.com/76ers-championship …then the full tweet would read: > New Post: Here’s Why the Philadelphia 76ers Are Going to Win the NBA Championship — Read it at: https://basketballblog.com/76ers-championship Make sure to click **Save** when you’re finished and then you’re almost done. ### 5. Publish Your Recipe To make your recipe live and start automatically sharing content, use the toggle in the **Recipe** box in the sidebar to change it from **Draft** to **Live**: ![Publish your recipe](https://automatorplugin.com/wp-content/uploads/2021/04/publish-recipe-1024x731.png) And that’s it! When you publish new content that meets your trigger rule(s), Uncanny Automator will automatically share it to Twitter right away following your template: ![Successful tweet](https://automatorplugin.com/wp-content/uploads/2021/04/tweet-1024x625.jpg) Uncanny Automator also includes a logging feature so that you can keep track of all your shared content. Head to **Automator → Action log** and you can see all the posts that Uncanny Automator has automatically shared for you: ![Action log](https://automatorplugin.com/wp-content/uploads/2021/04/action-log-1024x678.png) You can also create multiple recipes if needed – just repeat steps 3-5. For example, by creating separate recipes, you could use a different message depending on a post’s category or the type of content. ## Other WordPress Plugins to Automatically Share WordPress Posts on Twitter You can also find several other plugins to help you automatically share WordPress posts on Twitter. These plugins work fine, but there are a couple of limitations to keep in mind: 1. You’ll need to create a Twitter app before you can start sharing content, which adds some complexity to the setup process, especially if you’re not a technical person. 2. These plugins *only* work for Twitter. You can’t benefit from other types of automations like Uncanny Automator allows. ### WP to Twitter ![WP to Twitter plugin](https://automatorplugin.com/wp-content/uploads/2021/04/wp-to-twitter-1024x332.jpg) [WP to Twitter](https://wordpress.org/plugins/wp-to-twitter/) is a popular option at WordPress.org, where it’s active on 40,000+ sites with a 3.9-star rating on 59+ reviews. With the free version, you can automatically share new posts on Twitter, including setting up your own custom templates and using post tags as hashtags. If you upgrade to the premium version for $49+, you’ll get access to other features like letting authors connect their own Twitter accounts and time-delaying your automatic tweets. ### WP Twitter Auto Publish ![WP Twitter Auto Publish plugin](https://automatorplugin.com/wp-content/uploads/2021/04/wp-twitter-auto-publish-1024x332.jpg) [WP Twitter Auto Publish](https://wordpress.org/plugins/twitter-auto-publish/) is another popular option at WordPress.org. Once you set up your Twitter app, you can have it share simple text messages or text messages with images. You get a few dynamic placeholders for details like a post’s title, permalink, and author. And you’ll also get some other useful features like category and custom post type filtering to control what content to share. ## Start Automating Twitter Sharing Today If you want a simple yet customizable way to automatically share WordPress content on Twitter, [Uncanny Automator](https://automatorplugin.com/) might just be your new best friend. You can connect your Twitter account with just a few clicks – no need to create an app. Then, you can set up your own custom sharing configurations using recipes – all for free! Finally, Uncanny Automator can do a lot more than sharing content on Twitter. To see what else it can do and get some more ideas for automating your WordPress site, check out all the triggers, actions, and integrations [by clicking here](https://automatorplugin.com/all-triggers-and-actions/). **Do you still have any questions about how to automatically share WordPress posts on Twitter? Let us know in the comments!** ![author avatar](https://secure.gravatar.com/avatar/42aa991c5e5152c551c3ca3aa09e84d6e08a3a40420e566d930ab289160b09bc?s=300&d=mm&r=g) Colin Newcomer Colin Newcomer is a freelance writer and long-time Internet marketer. He specializes in writing about WordPress and digital marketing. He lives a life of danger, riding a scooter through the chaos of Hanoi. [See Full Bio](https://automatorplugin.com/author/colincnewcomer-com/) [ ](https://automatorplugin.com/author/colincnewcomer-com/) **Categories:** Use Cases --- ### [Automator Pro 2.12: New Triggers, Actions & Enhancements](https://automatorplugin.com/automator-pro-2-12-new-triggers-actions-enhancements/) **Published:** April 8, 2021 **Author:** Ryan Moore **Content:** As we continue to focus on the huge 3.0 release, we wanted to get one big update out for [Uncanny Automator Pro](https://automatorplugin.com/pricing/) to address a handful of improvements and customer requests that just couldn’t wait. Today’s release of version 2.12 adds 21 enhancements for Pro users. ## New Automator triggers Automator Pro 2.12 includes several very important new triggers. In [Presto Player](https://automatorplugin.com/integration/presto-player/), a trigger is now available for initiating recipes when users watch a specific percentage of a video (in 10% increments). Instead of waiting for completion of a video, now recipes can run when a user has watched half or even 70%. [![Presto Player video trigger](https://automatorplugin.com/wp-content/uploads/2021/04/Presto_Player_video_trigger.png)](https://automatorplugin.com/wp-content/uploads/2021/04/Presto_Player_video_trigger.png) [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) gains 2 new triggers because we had a number of requests from users that didn’t want subscription renewals to trigger recipes, only the initial subscription purchases. As an alternative to “A user purchases a product”, anyone wanting to target initial subscriptions only can use the new “A user subscribes to a product” trigger. Subscription details are available as tokens, including status, trial end date and subscription end date. The new “A user’s subscription to a product is set to a status” is a complementary trigger that allows recipes to be run when something about a subscription changes. Maybe certain people should be notified when a subscription’s status changes to “Pending Cancellation” or access levels change. [MemberPress](https://automatorplugin.com/integration/memberpress/) gains “A user’s membership to a specific product is paused” as a new trigger. ## WordPress post management Automator Pro goes a lot deeper now with the ability for recipes to change things about existing posts, including for custom post types. Today’s release adds 3 new [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) actions: - Update the title of a post - Update the slug of a post - Update the content of a post [![Update a WordPress Post](https://automatorplugin.com/wp-content/uploads/2021/04/Update_a_WordPress_Post.png)](https://automatorplugin.com/wp-content/uploads/2021/04/Update_a_WordPress_Post.png) Since all of the above support tokens, this opens up a lot of opportunities to update posts with dynamic content. Do you manage multiple sites and sometimes wish that when you updated a page on one site, the equivalent page on the other site got updated with the same content automatically? Now you can do that with Automator natively. ## New actions [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) (and [BuddyPress](https://automatorplugin.com/integration/buddypress/)) get 3 new interesting actions that we had a lot of requests for: - Post a topic in a forum (handy if you want a discussion thread created automatically whenever a new blog post is published) - Post a reply to a topic in a forum (maybe a user joining a new group posts in a “new member welcome” thread to greet the user) - Send the user a notification The latter trigger is particularly interesting, because now you can trigger notifications for users for anything. Maybe when a student submits an assignment their teacher gets a BuddyBoss notification, or maybe a new affiliate transaction should notify the shop owner. While not new actions exactly, the BuddyBoss actions for adding posts to activity streams (sitewide, user and group) gain a new selection option for “Author”. This means that the user linked to posts can now be defined rather than just be the user that initiated the triggers. [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/) gains an “Unenroll a user from a course” action. Now users can be automatically removed from a course when a CRM tag is removed, they submit a form, they complete the course, etc. This also aligns it better with our other LMS plugin support. ## Plugin improvements This release includes over a dozen improvements and fixes, so for this blog post we’ll focus on the highlights: 1. When user passwords are updated by Automator actions we suppress the normal WordPress password change notification email to users. We heard of many situations where automatic password notifications were causing user confusion and needed to be disabled. 2. The [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/) trigger for a user being enrolled in a course now support “any course”. 3. Strings in Uncanny Automator that include apostrophes are now translatable. 4. [Mailchimp](https://automatorplugin.com/integration/mailchimp/) API limits were raised. That’s it for Automator 2.12 Pro! For full details, make sure to review the full changelog at ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Plugin Showcase: Uncanny Codes 4.0 for WordPress](https://automatorplugin.com/plugin-showcase-uncanny-codes-4-0-for-wordpress/) **Published:** March 21, 2021 **Author:** Ryan Moore **Content:** Last week the team behind Uncanny Automator released a major update to our [Uncanny Codes plugin](https://www.uncannyowl.com/downloads/uncanny-learndash-codes/), with a particular focus on Automator integration. In the past Uncanny Codes was a dedicated LearnDash add-on, but rather than build new integrations for it, we knew it would be far more useful when tightly connected to Automator. ## Unlimited code redemption options for WordPress What we ended up releasing is perhaps the most powerful code generation and redemption system for WordPress that can now use codes to unlock *almost anything* across over 50 WordPress plugins and apps. Wondering what you can do with codes? Here are a few examples: - **Sell user accounts**. Uncanny Codes supports [selling codes with WooCommerce](https://www.uncannyowl.com/knowledge-base/sell-uncanny-codes/) *and* code redemption when users register. This means you could sell 100 codes to a single user that they then distribute and have their staff or students redeem to set up accounts and get access to memberships, courses and more. - **Share promotional content**. Distribute a code to schools, prospects, textbook purchasers, attendees at a trade show. When redeemed, grant the user access to a video, register them in a [Zoom webinar](https://automatorplugin.com/integration/zoom-webinars/), tag them in a CRM. If Automator can support it, it can be triggered with code redemption. - **Reward or acknowledge achievement**. If a user attends a live event, give them a code that autocompletes the equivalent online training so they can print a certificate and record the completion. These are just a few examples of ways you can connect code redemption to Automator action, but there are many others, from changing WordPress roles and controlling group access to granting badges and letting users retake a course. ## Easy code generation and redemption Uncanny Codes makes it easy to set up and redeem codes. For every code batch, the following [![Generate codes for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2021/03/Generate_codes_for_Uncanny_Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/03/Generate_codes_for_Uncanny_Automator.png) ## Connects with popular form plugins Once codes are redeemed, an easy way to redeem them is essential. Besides built-in form, [Uncanny Codes](https://www.uncannyowl.com/downloads/uncanny-learndash-codes/) integrates with [Gravity Forms](https://www.uncannyowl.com/knowledge-base/using-codes-gravity-forms/), [WPForms](https://www.uncannyowl.com/knowledge-base/using-codes-with-wpforms/) and [Formidable Forms](https://www.uncannyowl.com/knowledge-base/using-codes-with-formidable-forms/). All offer easy ways for users to redeem codes either during registration or at any time by signed in users. The plugin adds a convenient “Uncanny Codes” field to form builders to make it simple. [![Formidable Forms Code Field](https://automatorplugin.com/wp-content/uploads/2021/03/Formidable_Forms_Code_Redemption.png)](https://automatorplugin.com/wp-content/uploads/2021/03/Formidable_Forms_Code_Redemption.png) ## Selling codes with WooCommerce Distributing codes that trigger Uncanny Automator actions is easy. Once codes have been generated, Uncanny Codes adds a new product type that, when purchased, assigns the number of purchased codes to the order and sends them to the purchaser by email. Codes and their redemption status can also be viewed, downloaded and tracked right from inside the WooCommerce My Account page. ![Sell codes with WooCommerce](https://www.uncannyowl.com/wp-content/uploads/2021/03/My_account_%E2%80%93_codes_uncannycloud_com.png) ## Uncanny Automator integration With Uncanny Codes and Automator both installed, any Automator actions at all can be linked to code redemption. The integration supports the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), but certainly the Pro version adds the most redemption options. This means hundreds of code redemption actions are available, and since multiple actions can be linked to a single code redemption, there are endless possibilities. ![Codes for WordPress trigger](https://www.uncannyowl.com/wp-content/uploads/2021/03/Edit_recipe_%E2%80%B9_codes_uncannycloud_com_%E2%80%94_WordPress.png) If you want to see how it all works in practice, here’s an introductory video to get started: To learn more about Uncanny Codes, make sure to visit . ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [How to Connect BuddyBoss to Zapier (In 4 Steps)](https://automatorplugin.com/how-to-connect-buddyboss-to-zapier-in-4-steps/) **Published:** March 11, 2021 **Author:** Will Morris **Content:** If you run an online classroom or membership site, you probably find yourself spending a lot of time and energy keeping your community organized. While it could help to outsource those tasks, that’s not always an option. Fortunately, you may be able to take back some of your time through automation. In this post, we’ll introduce you to [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) and [Zapier](https://automatorplugin.com/integration/zapier/). Then we’ll show you how to connect these apps using our [Uncanny Automator](https://automatorplugin.com/) plugin. Let’s get started! ## An Introduction to BuddyBoss and Zapier [BuddyBoss is a platform](https://www.buddyboss.com/) that enables you to build an online community with your WordPress site. You can use it to create membership programs or teach online courses. This solution provides plenty of customization options, and even includes gamification features: ![The BuddyBoss website.](https://automatorplugin.com/wp-content/uploads/2021/02/buddyboss-website-1024x417.png)You can use the [Zapier dashboard](https://zapier.com/app/dashboard) to establish automation through connected apps. After [creating a free Zapier account](https://zapier.com/), you can build ‘Zaps’. These are automated workflows made up of ‘actions’ and ‘triggers’: ![The Zapier tool.](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-plugin.png) Actions are performed automatically each time the relevant triggers occur. They can include anything from sending an email to creating a row in a spreadsheet. By connecting BuddyBoss to Zapier, you can streamline some of your website’s most repetitive tasks. Using our [Uncanny Automator](https://automatorplugin.com/) add-on, you can set up a [Zap that triggers from a webhook](https://zapier.com/help/create/code-webhooks/trigger-zaps-from-webhooks), and then performs the desired action. For example, when a user gains a new follower, you could trigger a Zap that sends the user a notification email. ## How to Connect BuddyBoss to Zapier (In 4 Steps) Now that we’ve introduced you to BuddyBoss and Zapier, let’s look at how to connect these two tools in just four steps. We’re assuming that you already have [Uncanny Automator Pro](https://automatorplugin.com/pricing/) installed. If not, you’ll want to do that before jumping into the steps below. ### Step 1: Create a Zap To start, you’ll want to create a Zap with a webhook. In your Zapier account, select *Make A Zap:* ![You can connect BuddyBoss to Zapier.](https://automatorplugin.com/wp-content/uploads/2021/02/create-a-zap-1024x445.png) In the left-hand menu, select *Webhook*. For your *Trigger Event*, choose *Catch Hook*. This tells Zapier to wait for a signal from Uncanny Automator: ![You can connect BuddyBoss to Zapier, by creating a webhook.](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-trigger-event-1024x567.png) You can then click on *Continue*, and Zapier will display a webhook URL. We’ll be returning to this zap in a later step, so it’s a good idea to leave Zapier open in a separate tab. ### Step 2: Install the BuddyBoss Plugin Next, you’ll need to install and activate [the BuddyBoss plugin](https://www.buddyboss.com/platform/). The BuddyBoss platform consists of a plugin and a theme. We’ll be using the former, but the latter is entirely optional: ![The BuddyBoss platform download page.](https://automatorplugin.com/wp-content/uploads/2021/02/buddyboss-1024x358.png) In your WordPress dashboard, navigate to *Plugins > Add New > Upload Plugin*. You can then select *Choose File*: ![The screen to upload a WordPress plugin.](https://automatorplugin.com/wp-content/uploads/2021/02/upload-plugin-1024x404.png) Locate and upload the BuddyBoss file. Once the upload is complete, click on the *Activate* link. For further installation guidance, you can refer to the BuddyBoss [getting started documentation.](https://www.buddyboss.com/resources/docs/getting-started/) ### Step 3: Connect BuddyBoss to Zapier With BuddyBoss installed, you’re ready to [start creating recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/). From your WordPress dashboard, navigate to *Automator > Add new*. Next, you can select either *Logged-in* or *Anonymous* as your recipe type. Logged-in recipes are only triggered by logged-in users, while anonymous recipes can be triggered by anyone. Just be aware that you cannot change the recipe type later: ![Selecting a recipe type from the Uncanny Automator plugin, ready to connect BuddyBoss to Zapier.](https://automatorplugin.com/wp-content/uploads/2021/02/new-recipe-type-e1614311130208-1024x511.png) After giving your recipe a descriptive title, choose BuddyBoss as your integration. You’ll then see a list of available triggers: ![The Uncanny Automator integration options.](https://automatorplugin.com/wp-content/uploads/2021/02/buddyboss-triggers-1024x300.png) Click on your desired trigger, and activate this section’s slider so that it turns green. You can use this integration to create a wide range of recipes. As an example, we’ll create a workflow that triggers every time a user activates their BuddyBoss account via email. This user’s information will then be recorded to a third-party application, such as a spreadsheet: ![Creating a recipe, ready to connect BuddyBoss to Zapier.](https://automatorplugin.com/wp-content/uploads/2021/02/activate-email-integration-1024x447.png) To get started, click *Add action*. You can then select Zapier from the integrations list: ![The Uncanny Automator integration dashboard. ](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-add-action-1024x449.png) Select *Send data to Zapier webhook*. It’s now time to paste your Zapier webhook into the *URL* field: ![The Uncanny Automator plugin menu in WordPress.](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-webbook-1024x376.png) As part of this recipe, you’ll [pass data between WordPress and Zapier](https://automatorplugin.com/knowledge-base/working-with-zapier-actions/). This data is organized into [key/value pairs](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/). The *key* represents the data’s label; for example, you might use the label *First Name.* The *value* is typically dynamic content, such as the first name of the person who’s just activated their account. You can specify a dynamic value using tokens. To start, you’ll need to enter a text label in the *Key* field: ![Connecting BuddyBoss to Zapier using tokens. ](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-wordpress-tokens--1024x501.png) For *Values*, you‘ll typically pass dynamic data. To use a dynamic value, click the *Value* field’s *\** symbol and then select *Common:* ![The Uncanny Automator token settings. ](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-common-tokens-1024x447.png) You can then choose from the available values, such as *User\_firstname*. Here, we’re passing Zapier the first name of each new user, and labeling this value *First Name.* To make this recipe live, click on *Save* followed by the *Draft / Live* slider in the upper-right corner. ### Step 4: Create Your Action in Zapier To put the finishing touches on your automation workflow, switch back to the Zapier tab and select *Continue*. At this point, you may want to test your trigger: ![The Zapier webhook dashboard.](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-test-trigger--1024x655.png) Assuming that this test was successful, click on *Continue* again. You can then specify the action that Zapier should perform every time this workflow is triggered. For example, you can log the new user’s details in a spreadsheet, by choosing a relevant application such as Microsoft Excel: ![Choosing an app and event in the Zapier user interface.](https://automatorplugin.com/wp-content/uploads/2021/02/zapier-microsoft-excel--1024x615.png) Next, you’ll select the specific action that Zapier should perform. For example, you might add this user’s information to a new row. You can then click on *Continue*. At this point, you might have to perform some additional configurations, depending on your chosen application: ![Building an action in the Zapier dashboard. ](https://automatorplugin.com/wp-content/uploads/2021/02/microsoft-excel-configuration--1024x579.png) Finally, click the *on/off* slider. Your automated workflow is now live! ## Conclusion Automating some of your tasks can save you time and enable you to serve your customers better. Fortunately, it’s not difficult to use [Uncanny Automator](https://automatorplugin.com/) to connect [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) to [Zapier](https://automatorplugin.com/integration/zapier/). Simply follow these four steps: 1. Create a zap. 2. Install the BuddyBoss plugin. 3. Create your recipe using Uncanny Automator. 4. Create your action in Zapier. What sort of recipes are you excited to create with Zapier and BuddyBoss? Let us know in the comments section below! ![author avatar](https://secure.gravatar.com/avatar/07e82f2f9bd7ca6c2f6ab8105470d647e9fa4ddbd90f3b77e3915bf4abcbcd97?s=300&d=mm&r=g) Will Morris Will Morris is a staff writer at WordCandy.co. When he's not writing about WordPress, he likes to gig his stand-up comedy routine on the local circuit. [See Full Bio](https://automatorplugin.com/author/willwordcandy-co/) [ ](https://automatorplugin.com/author/willwordcandy-co/) **Categories:** Best Practices, Uncanny Automator --- ### [Twitter, Presto Player and WP Simple Pay Integrations](https://automatorplugin.com/twitter-presto-player-and-wp-simple-pay-integrations/) **Published:** March 9, 2021 **Author:** Ryan Moore **Content:** [Uncanny Automator 2.11](https://wordpress.org/plugins/uncanny-automator/) is now available! It’s a pretty incredible release that adds new video tracking, social posting and ecommerce capabilities to Automator. All new features are in the **free plugin** and available to all WordPress users at no cost. Before we jump into what’s new, we did want to share some other important news: our **Google Sheets integration is out of beta**. Google approved our app and now Pro users can send any WordPress data they want straight to [Google Sheets](https://automatorplugin.com/integration/google-sheets/), no delays or per-use fees. We really want to thank our 100 beta testers for trying it out; we’ve seen a lot of excitement and tons of creative ideas for that action. And over the last 30 days of the beta, Google shows **zero** errors for [adding WordPress records to Google Sheets](https://automatorplugin.com/knowledge-base/google-sheets/) using our action. None. [![Google Sheets Automator Approved](https://automatorplugin.com/wp-content/uploads/2021/03/Google_Integration_Approved.png)](https://automatorplugin.com/wp-content/uploads/2021/03/Google_Integration_Approved.png) Now let’s take a closer look at what’s new in Automator 2.11. ## Presto Player Adam at [WP Crafter](https://www.wpcrafter.com/) reached out about his new plugin just before launch, and our team couldn’t wait to add support as soon as possible. [Presto Player](https://automatorplugin.com/integration/presto-player/) is an amazingly capable video player plugin for WordPress with a robust feature set and comes at a fraction of the cost of competing solutions. We were also really excited to add video tracking capabilities to Automator. For the Uncanny Automator 2.11 release, we’re adding 1 new trigger: A user completes a video. This trigger allows any recipe to run when a user watches an entire video, i.e. reaches 100% of the video viewed. When that happens, you can do useful things like this: - Add or remove a tag in a CRM - Enroll the user in a course and/or add them to a group (maybe watching an introductory video is a prerequisite to starting courseware) - Send the user an offer by email [![Presto Player for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2021/03/Presto_Player_for_Uncanny_Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/03/Presto_Player_for_Uncanny_Automator.png) [Presto Player is a free plugin](https://wordpress.org/plugins/presto-player/) available on WordPress.org; be sure to give it a try if you use video on your WordPress website. ## Twitter If you use [Twitter](https://automatorplugin.com/integration/twitter/) to post content, this new integration will completely transform how you do it and what’s possible. And it’s in the *free plugin*, there are no limits on the number of tweets you can post or the use of content from your WordPress site in those tweets. Automator 2.11 includes a single action for Twitter: Post a tweet. Publish a new post on your site? Automatically publish a tweet too. Or maybe you want to use tweets to announce new events, user accomplishments, new forum topics, etc. It all just works, and you can include any text, common tokens or tokens from your triggers in the status message text. [![Post Tweets automatically from WordPress](https://automatorplugin.com/wp-content/uploads/2021/03/Post_Tweets_Automatically_from_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2021/03/Post_Tweets_Automatically_from_WordPress.png) There is one limitation to consider: tweets must be 280 characters or less. Automator checks the the character limit in the UI, but if you include tokens and other dynamic content in the message (which we cannot check in advance) the tweet will fail if it’s over 280 characters. *Please make sure tweets are always under 280 characters, including token output*. ## WP Simple Pay Our third new integration in Uncanny Automator 2.11 adds yet another ecommerce integration to Automator. Now purchases made with [WP Simple Pay](https://automatorplugin.com/integration/wp-simple-pay/), a popular and lightweight ecommerce plugin, can trigger Automator recipes. Finally, the Automator 2.11 releases includes 6 new triggers for [WP User Manager](https://automatorplugin.com/integration/wp-user-manager/), which was originally introduced as part of [Uncanny Automator Pro 2.11](https://automatorplugin.com/slack-and-mailchimp-integrations-for-wordpress/). This update rounds out what’s possible with that integration with the following additions: - A user registers with a form - A user updates their profile photo - A user removes their profile photo - A user updates their profile cover image - A user removes their profile cover image - A user updates their profile description For a comprehensive listing of what’s new, be sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/). ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Slack and Mailchimp Integrations for WordPress](https://automatorplugin.com/slack-and-mailchimp-integrations-for-wordpress/) **Published:** February 25, 2021 **Author:** Ryan Moore **Content:** The Uncanny Automator 2.11 Pro release is now available and sure to shake things up in the WordPress no-code world. It includes 3 brand new integrations: **Slack, Mailchimp** and **WP User Manager**. That’s right, it includes one new plugin integration ([WP User Manager](https://automatorplugin.com/integration/wp-user-manager/)) but two new direct integrations with very popular apps: [Mailchimp](https://automatorplugin.com/integration/mailchimp/) and [Slack](https://automatorplugin.com/integration/slack/). The use cases are endless and we know these additions add *significant* value to Automator users. Let’s talk more about why these additions are so exciting. ## Slack integration With a few simple setup steps, you can connect your [Slack](https://automatorplugin.com/integration/slack/) workspace directly to your WordPress site. Here are the new actions we’re supporting: - Send a message to a channel - Create a channel - Send a direct message to a Slack user [![Slack integration with WordPress](https://automatorplugin.com/wp-content/uploads/2021/02/Slack_integration_with_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2021/02/Slack_integration_with_WordPress.png) Yes, this means that for any of the hundreds of triggers we support, you can get notified in Slack about it—either your whole team in a channel or privately as a direct message. Here are some pretty interesting use case ideas: - When a user submits a form with a specific value (perhaps a support ticket flagged as Urgent), notify a support team in Slack - When you sell your most valuable product (like someone buying a year of [Uncanny LP](https://www.uncannylp.com/)!), notify the team for both celebration and action - When a user cancels a subscription, notify someone by direct message so they can follow up ## Mailchimp integration It’s probably clear, but for a lot of WordPress users Automator can be a direct replacement for [Zapier](https://automatorplugin.com/integration/zapier/) inside WordPress—and [Mailchimp integration](https://automatorplugin.com/integration/mailchimp/) is why a lot of people use Zapier. Our integration goes way beyond just adding users to lists too; it’s far more powerful than most *dedicated* Mailchimp plugins for WordPress that we’ve seen. Here are the new actions we support: - Add the user to an audience - Add a tag to the user - Remove a tag from the user - Add a note to the user - Unsubscribe the user from an audience - Create and send a campaign [![Add a Mailchimp tag from WordPress](https://automatorplugin.com/wp-content/uploads/2021/02/Add_a_Mailchimp_tag_from_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2021/02/Add_a_Mailchimp_tag_from_WordPress.png) Once again, this allows any of the dozens of WordPress plugins and apps we support to update Mailchimp users, tags, audiences and campaigns directly from a WordPress website. Here are some recipe ideas for this new integration: - When a new blog post is published, automatically email the post to subscribers - When a user joins a private [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group, add them to an audience so they receive targeted newsletters for that group - When a user completes a course, tag the user in Mailchimp - When a user’s access to a [WooCommerce Membership](https://automatorplugin.com/integration/woocommerce-memberships/) expires, remove a tag from the user in Mailchimp **Important note:** To make use of the Mailchimp actions you must update the free version of the [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) plugin to version 2.10.2 or higher first. ## WP User Manager This growing user profile and community plugin with stellar reviews makes it easy to create registration, login and profile forms in WordPress. This new addition to Uncanny Automator supports all of the following triggers for [WP User Manager](https://automatorplugin.com/integration/wp-user-manager/): - A user registers using a form with a specific value in a specific field - A user is approved - A user is rejected - A user verifies their email address - A user updates their account information - A user joins a group - A user leaves a group - A user is approved to join a private group - A user is rejected from joining a private group Please note that some of these triggers may have dependencies on WPUM addons, like WPUM Groups (for group-releated triggers) and WPUM Registration forms (for registration triggers). ## But wait, there’s more! We added a few requested options for other integrations too. Here’s what’s new: - [WooCommerce](https://automatorplugin.com/integration/woocommerce/) trigger: A user completes, pays for, lands on a thank you page for an order paid for with a specific method - [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) action: Create a referral for a specific affiliate - [WordPress Core](https://automatorplugin.com/integration/wordpress-core/): Set a post to a status A new [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is being released with the Pro 2.11 update, but it is primarily to add support for the new Mailchimp integration and to fix a few issues in 2.10.1. The free 2.11 release isn’t quite ready yet, but it will include some new *free* integrations as well as some architectural changes to start preparing for the Spring 3.0 release. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [The Complete Guide to using Webhooks with Automator](https://automatorplugin.com/the-complete-guide-to-using-webhooks-with-automator/) **Published:** February 4, 2021 **Author:** Saurabh Shukla **Content:** As a business owner, you probably pay for multiple online services. You may even have several websites that you manage. Have you ever struggled to keep information in sync across your different accounts and sites? Wouldn’t it be amazing to *hook* all your separate services and websites on the *web* together? In this post, we’ll explore a standard way of connecting things together on the web, quite appropriately called **webhooks**. We’ll discuss what they are, how they work, and how to use [Uncanny Automator’s](https://automatorplugin.com/pricing/) webhooks to set up automated workflows that span across all your services and websites. ## *Webhooks* connect two sites together ![](https://automatorplugin.com/wp-content/uploads/2021/02/step-01.png) If two applications or services support webhooks, you can connect them to each other. Zoom, for example, [supports webhooks](https://marketplace.zoom.us/docs/api-reference/webhook-reference). If you install Uncanny Automator, your WordPress website also [supports webhooks](https://automatorplugin.com/integration/automator-core/). This means that you can connect events that happen on your Zoom account with things that happen on your Automator powered WordPress website. To do that, there are a few key concepts that we need to understand about webhooks. ### A webhook is an HTTP Request. When you open a URL in our browser, what you are actually doing is sending an HTTP request of the *GET* type. When you submit a form, you send an HTTP request of the *POST* type. There are other types too. ![](https://automatorplugin.com/wp-content/uploads/2021/02/step-02.png) A webhook is also an HTTP request but it is a request made by Site 1 to Site 2. Like any HTTP request, a webhook request needs a URL to call and the Request Method to use when making the request (GET/POST/etc). ![](https://automatorplugin.com/wp-content/uploads/2021/02/step-03.png) ### 1. Webhooks are event/activity announcements. An individual webhook is usually associated with a single event (user activity). Whenever the event takes place, Site 1 calls (makes a request for) the webhook URL. In this sense, a webhook is an announcement for an event/activity. That’s why there are often **Webhook Listeners** on Site 2 that listen to the announcement. ![](https://automatorplugin.com/wp-content/uploads/2021/02/step-04.png) ### 2. Webhook URLs are *always* located on Site 2. The Webhook URL (also called **Webhook Endpoint**) is always located on Site 2. Site 2 handles and processes the request just like it processes any other HTTP request. ### 3. Webhooks are like form submissions. When an event takes place on Site 1, it calls a webhook URL. With this request, just like any HTTP request, Site 1 can also send information. This posting of information to a URL is similar to submitting a form. That’s why webhooks organize this information into key-value pairs, uncannily similar to form fields. When setting up webhooks, you can set up **fields** (also labeled *parameters* or *values* in some applications) that contain information about - the event itself, - the user who performed the event and - other relevant and necessary information. Forms most commonly use the POST HTTP method, so you’d find yourself setting the HTTP method of a webhook to POST too. ![](https://automatorplugin.com/wp-content/uploads/2021/02/step-05.png) ### 4. Webhook requests are *always* anonymous… therefore, they usually contain an email field. Since a webhook connection is all about Site 1 making a request to Site 2, there is no user involved. So, even though webhooks can carry information about a user, as far as the receiver site is concerned, the webhook request **always comes in from an anonymous source, never from a logged-in user’s session**. It is up to Site 2 to use the information in the webhook to identify an existing user in the system or create a new one. A universal identifier that is likely to be consistent across multiple websites is an email address. Other identifiers like the user’s ID and username will usually be different on different sites. That is why the information that travels along with a webhook usually contains a field for an email address. This is used to identify a user universally across sites. ### ![](https://automatorplugin.com/wp-content/uploads/2021/02/step-06.png) ### Summary **Site 1** announces an **event/activity** in the form of an **HTTP request** to a specific **URL on Site 2** and **sends information** relevant to the event/activity. This information is organized into **fields**. Since the request is **anonymous**, there is usually an **email field** added to help Site 2 identify the user. This process is **similar to submitting a form** and hence often uses the HTTP **POST method**. Site 2 can now process and interpret the information and figure out what to do with it. One of the things that Site 2 will need to do is look for any user information among the incoming data. It can then decide whether the information is about an existing user or a new user and whether this new user needs to be registered. With this understanding, we can now explore how to use Automator’s webhooks with an example where a user buys a [WooCommerce](https://automatorplugin.com/integration/woocommerce/) product on one site and gets enrolled in a [LearnDash](https://automatorplugin.com/integration/learndash/) course on another site. ## Automator Webhook Trigger for Receiving Webhooks Uncanny Automator contains a [webhook trigger](https://automatorplugin.com/knowledge-base/webhook-triggers/) for incoming anonymous webhook requests for other sites. You can create an [anonymous recipe](https://automatorplugin.com/knowledge-base/anonymous-recipes/) with this trigger and use one of the incoming fields to select the user for subsequent [actions](https://automatorplugin.com/knowledge-base/actions/). [![](https://automatorplugin.com/wp-content/uploads/2021/01/Screenshot-from-2021-01-27-18-49-49-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/Screenshot-from-2021-01-27-18-49-49.png) Select Anonymous Recipe [![](https://automatorplugin.com/wp-content/uploads/2021/01/select-automator-integration-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/select-automator-integration.png) Select Automator Core integration [![](https://automatorplugin.com/wp-content/uploads/2021/01/select-webhook-trigger-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/select-webhook-trigger.png) Select Webhook Trigger [![](https://automatorplugin.com/wp-content/uploads/2021/01/webhook-trigger-email-field-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/webhook-trigger-email-field.png) Webhook URL has generated automatically; Set up incoming fields. [![](https://automatorplugin.com/wp-content/uploads/2021/01/user-data-existing-new-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/user-data-existing-new.png) Choose whether the recipe will run for an existing or new user to set up user data for recipe actions [![](https://automatorplugin.com/wp-content/uploads/2021/01/set-user-data-webhook-token-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/set-user-data-webhook-token.png) Identify user from Webhook Trigger’s Fields [![](https://automatorplugin.com/wp-content/uploads/2021/01/save-user-data-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/save-user-data.png) Save and Proceed [![](https://automatorplugin.com/wp-content/uploads/2021/01/add-action-recipe-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/add-action-recipe.png) Proceed to Add an Action [![](https://automatorplugin.com/wp-content/uploads/2021/01/select-action-integration-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/select-action-integration.png) Choose Integration for Action [![](https://automatorplugin.com/wp-content/uploads/2021/01/add-enrollment-action-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/add-enrollment-action.png) Choose an Action from Integration [![](https://automatorplugin.com/wp-content/uploads/2021/01/setup-enrollment-action-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/setup-enrollment-action.png) Save Action [![](https://automatorplugin.com/wp-content/uploads/2021/01/full-incoming-recipe-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/full-incoming-recipe.png) Complete Incoming Recipe In the images above, we have set up a recipe to act as an incoming webhook listener. This means that when any site calls the webhook URL `https://automator.uncannycloud.com/wp-json/uap/v2/uap-10382-10383` with an email address, this recipe will listen to it. If the received email matches an existing user’s email, it will enroll the user into a specific LearnDash course. Now, you can add this URL to an outgoing webhook to any site, service, or application that supports webhooks to send a user’s email address to https://automator.uncannycloud.com/wp-json/uap/v2/uap-10382-10383 and enroll them into the LearnDash course automatically. Of course, you could choose to create a new user, if the email address does not match any user. You can also perform any of other available actions in place of, or in addition to, enrolling users into a LearnDash course. ### Automator Webhook Action for sending Webhooks Automator also has a [webhook action](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/) to send Webhook requests to other sites. In any recipe, simply incorporate the webhook action to send information. [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-recipe-type-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-recipe-type.png) Select the type of recipe [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-trigger-integration-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-trigger-integration.png) Select Integration to use Trigger from [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-trigger-selector-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-trigger-selector.png) Select appropriate Trigger [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-trigger-setup-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-trigger-setup.png) Setup Trigger [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-add-action-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-add-action.png) Save Trigger to add Action [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-integration-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-integration.png) Choose Automator Core integration [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-action-selector-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-action-selector.png) Select Webhook Action [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-url-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-url.png) Add the Webhook URL to call [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-token-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-token.png) Setup fields for information [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-action-save-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-webhook-action-save.png) Setup information fields to send and Save [![](https://automatorplugin.com/wp-content/uploads/2021/01/out-full-recipe-150x150.png)](https://automatorplugin.com/wp-content/uploads/2021/01/out-full-recipe.png) The full outgoing webhook recipe In this example, we’ve set up a recipe to send a webhook when a user purchases a specific product. What you might have noticed is that this action’s webhook URL is the same as the earlier example. So, if you set up the outgoing recipe on Site 1 and the incoming recipe on Site 2, this combination of recipes works to enroll a user on a specific LearnDash course on Site 2, when they purchase a specific WooCommerce product on Site 1! ## Conclusion As must be clear from the example above, webhooks are really powerful tools for creating workflows and passing data between websites. If you have Uncanny Automator installed on your WordPress site, you can link your site to any service that supports webhooks to create and manage all of your workflows in one place. You can even pass data between multiple WordPress websites. Once your recipes and automations are all set up to pass data automatically, you can start making plans for how you’ll spend your extra time! Let us know in the comments if you have already experienced the power of Uncanny Automator’s webhook triggers and actions in your recipes. Also, let us know about any interesting integrations that you’ve implemented with webhooks. ![author avatar](https://secure.gravatar.com/avatar/0bb05a35cb3b634c53ee179b9bc6439d13e2fafe78c1d8b213b209997e65a588?s=300&d=mm&r=g) Saurabh Shukla Saurabh Shukla has co-authored 5 open source plugins for WordPress with a combined download count of over 1,600,000. He is one of the founders of rtMedia, one of the most popular plugins for BuddyPress. He is a FOSS evangelist, choice fanatic and has extra love for WordPress. [See Full Bio](https://automatorplugin.com/author/saurabh/) [ ](https://automatorplugin.com/author/saurabh/) **Categories:** Best Practices, Use Cases --- ### [Uncanny Automator is now FREE](https://automatorplugin.com/uncanny-automator-for-wp-is-now-a-free-plugin/) **Published:** April 15, 2020 **Author:** Ryan Moore **Content:** **The heading is not clickbait and there are no strings attached.** Not only that, we made significant improvements before we released the new free version! You can now get Uncanny Automator from the WordPress repository here: . This free version replaces what we previously called “Lite”, except it’s even better than Lite: we removed the limit of 1 trigger per recipe and we even added more triggers and actions (including several previously only available in Pro). Releasing Automator for free to the world was a hard decision for our team, but we believe it’s the right one for these 2 reasons: 1. We want more people to try it. While Automator already has a big install base, we really want to see it grow and for more sites to try it. We’re very proud of the plugin and want to see it add value to more sites. 2. Automator faced increased competition. ## What is Uncanny Automator? If you’re new to Uncanny Automator (and we know this post will attract a lot of attention from new users), it connects plugins, sites and apps together. It lets you create automations where something happening can make something else happen. These automations are what we call “recipes”. A simple example would be a WooCommerce purchase adding a user to a BuddyPress group. Of course, Uncanny Automator can do a lot more than that. 🙂 Maybe you want a form submission *and* an associated purchase to enroll the user in a course, register them for an event, and send their manager an email. That’s easy for Automator. Uncanny Automator can do far more than that though. With Automator on 2 sites, you can have things that happen on one site (like a purchase) trigger things on another site (like user creation). You can also connect your WordPress site to other platforms using our webhooks and Zapier support, so other apps can make things happen on your WordPress site and the WordPress site can pass data to other systems. Here’s a quick video explaining how it works: Automator comes in 2 versions: the [new free version on WordPress.org](https://wordpress.org/plugins/uncanny-automator/), and a paid Pro version (with different licensing options) [available for purchase](https://automatorplugin.com/pricing/) on this site. Pro does come with more powerful tools (check [this list](https://automatorplugin.com/all-triggers-and-actions/) for a full breakdown; it also includes anonymous recipe support) but we promise the free version is *extremely* useful and capable too. We even added some features to the free version for this first public release (like a LearnDash course completion action and webhook actions) to ensure Uncanny Automator could add some value to almost all WordPress sites. If you’re just getting started with Automator on your WP site, make sure you check out our [Knowledge Base](https://automatorplugin.com/knowledge-base/). It’s where we break down everything about using Automator. There are some video tutorials in there to help point you in the right direction too. ## Changes for existing users If you’re already an Uncanny Automator user (thank you!), things will be a little bit different for you. Lite users are being upgraded to Pro and Pro users are getting more sites (regular Pro users can now use license keys on 2 live sites, Agency will increase from 5 to 10 and 25-site users are upgraded to Unlimited). We recognize the huge role you’ve played in helping Automator grow and become a mature feedback; your feedback has been invaluable. No manual changes to your plugins will be needed. When you upgrade the current Lite plugin it will automatically point to the WordPress repository version for your subsequent updates. ## This is also a huge release For current Automator Lite (and Pro) users, here’s what’s in the new version of the free plugin: - Email field types in form plugins now generate tokens for email type fields in actions - A [Tin Canny](https://www.uncannyowl.com/downloads/tin-canny-reporting/) verb can now generate course, lesson and topic tokens - Global tokens (for our new users, these are basically variables that you can use in actions) are available for the current date and time - Category and tag support is now available for recipes to more easily organize them And for our Pro users, here’s what’s new in that add-on: - A WooCommerce trigger for order status changing to a status you define - New WordPress actions for creating new posts, adding new usermeta, and adding new postmeta (for user registrations and developers using Automator these could be gamechangers) - A new GamiPress action to revoke all points in a category - New trigger support for WooCommerce Subscriptions (the WooCommerce Subscriptions plugin is required for these triggers) ![Set usermeta and postmeta with Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/04/New_usermeta_and_postmeta_options_in_Automator.png) We have done a lot of testing on these updates, but it’s a big release. Please let us know if you notice any issues. A full changelog is available [here](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) for the new free version and [here](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/) for Pro. For any developers out there, not only are we releasing a free version in the WordPress plugin directory, you can now access our repository for the first time and make pull requests. Make sure you check out if you have suggestions or want to contribute. ## We could really use your support While Uncanny Automator is 1.5 years old now, we are are now playing catch-up to the copy released by another vendor. We really hope you will give our Automator plugin a try, and if you do and it adds any type of value to your site, or you like the work we’re doing, please consider [leaving us a review](https://wordpress.org/plugins/uncanny-automator/#reviews), mentioning us on your site or social channels, and following us on [Facebook](https://www.facebook.com/uncannyautomator/) and [Twitter](https://twitter.com/automatorplugin), etc. It would mean a lot to us. And in the meantime, we’ll continue producing great products for WordPress and turning Uncanny Automator into the most powerful automation plugin for WP. If you have any questions about Automator or what we’re doing, please don’t hesitate to [reach out](https://automatorplugin.com/automator-support/). **We really hope you like Uncanny Automator and the changes we’re announcing today.** ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator Pro 2.10: Google Sheets Integration, >50 Updates](https://automatorplugin.com/automator-pro-2-10-google-sheets-integration-50-updates/) **Published:** January 27, 2021 **Author:** Ryan Moore **Content:** The [Uncanny Automator Pro](https://automatorplugin.com/pricing/) 2.10 update is huge. We’ve had some exciting updates before, but this one could be a game-changer for a lot of people. We have *four* new integrations for Pro, almost 30 new triggers, a dozen new actions, plus 20 updates and fixes. In total, this release adds new functionality for **over 20 plugins**. Let’s jump right into some of the more exciting changes. ## Native Google Sheets support It’s here and it’s really, really good. No need to create your own Google Developer account and fool around with API keys and permissions. We built a one-click install system that lets you instantly link your Google Drive account to Automator and send data straight to any Google Sheet you want. No going through Zapier or another intermediary, this is native Google Sheets integration. This means, with the 2.10 update, that *every single trigger we support* can now create new records in Google Sheets. Create a list of users that complete specific lessons in your course that you can easily filter by date range. Get attendee lists for your live events. Get a list of everyone whose membership plan expired. If there’s a trigger for it, you can create the records in Google Sheets. [![Connect Automator to Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/Connect_Automator_to_Google_Sheets.png)](https://automatorplugin.com/wp-content/uploads/2021/01/Connect_Automator_to_Google_Sheets.png) We really can’t understate just how powerful this is and there are *no per-record charges.* With your [Automator Pro](https://automatorplugin.com/pricing/) license you can send millions of records over to Google Sheets if you want to. Make sure to check out the instructions at **Important:** *This initial release is being labelled as “beta”due to limits imposed by Google because the Automator application is new; it is also limited to the first 100 users that connect. We will remove the “beta” label as soon as Google raises our API limits. Users must also upgrade to the free Uncanny Automator 2.10.1 plugin before using the Google Sheets integration.* ## Important Zoom change Before we talk about other new additions in Pro 2.10, we want to highlight an important change to our [Zoom Meeting](https://automatorplugin.com/integration/zoom-meetings/) and [Webinar integration](https://automatorplugin.com/integration/zoom-webinars/). In Uncanny Automator 2.10 Pro and later, we are *changing how we authenticate with Zoom*. This new system will help to prevent some issues a few sites reported related to Zoom access tokens expiring (and then recipes failing). This alternate authentication method is more reliable and existing users should switch to the new system. Sites currently using Zoom without issues will not have recipes break, but when there is an opportunity we *highly* recommend you check out and switch over your method of authentication. Users that set up Zoom in version 2.10 or later will only have the option of using the new authentication system. There are instructions for getting connected (or reconnected) with Zoom at . Switching will only take a few minutes. ## Marketing Automation for WooCommerce We’re excited to announce a powerful new action for [WooCommerce](https://automatorplugin.com/integration/woocommerce/): Generate and email a coupon code to the user. [![Generate and email coupon codes](https://automatorplugin.com/wp-content/uploads/2021/01/Generate_and_email_a_WooCommerce_coupon_code.png)](https://automatorplugin.com/wp-content/uploads/2021/01/Generate_and_email_a_WooCommerce_coupon_code.png) That’s right, Automator can now not only generate coupon codes, it can send them out to users. Coupon codes can be for specific amounts, have expiry dates, apply to certain products or product categories and more. Once generated, they can be sent to users that earned them. The opportunities are endless. Send users coupons when they complete courses, submit a form, visit a certain page, make a related purchase, etc. If we can track the trigger, a coupon code can be issued. ## AffiliateWP We added basic support for [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) in the free version of Automator 2.10, so Automator users of course then wanted the more substantial triggers and actions. They’re here now; here’s what’s new in 2.10 Pro: - Trigger: An affiliate refers a sale of a WooCommerce product - Trigger: An affiliate refers a sale of a MemberPress product - Trigger: An affiliate refers a sale of an Easy Digital Downloads product - Trigger: An affiliate’s referral of a specific type is paid - Trigger: An affiliate’s referral of a specific type is rejected - Action: Create a referral for the user The triggers are all pretty straightforward and add a lot of value; the action is the interesting one though. Out of the box AffiliateWP supports around 20 plugin integrations. That’s pretty good, but this add-on means we installed **almost tripled it**. Now you can create referral records for anything you can think of: register for a live event, submit a form, get tagged in a CRM, redeem a code. If you want to create an affiliate record, Automator can probably do it. [![AffiliateWP Actions](https://automatorplugin.com/wp-content/uploads/2021/01/AffiliteWP_Referral_Actions.png)](https://automatorplugin.com/wp-content/uploads/2021/01/AffiliteWP_Referral_Actions.png) ## Restrict Content The second integration introduced in the free version of 2.10 but in need of Pro triggers and actions, [Restrict Content](https://automatorplugin.com/integration/restrict-content/) gets 2 new triggers and 1 new action in this release: - Trigger: A user’s membership to a specific level is cancelled - Trigger: A user’s membership to a specific level expires - Action: Remove the user from a membership level There are some interesting use cases for these additions. If a user’s membership expires, add their information to a Google Sheet for expired users (see how useful that new integration is?). Or maybe remove a user from a membership level if they fail a series of tests. Whatever the case, it’s now a lot easier to manage membership levels and have membership behaviours trigger other things. ## WooCommerce Memberships and ShipStation Both new integrations in the 2.10 free release, our [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) and [ShipStation](https://automatorplugin.com/integration/woocommerce-shipstation/) integrations get a handful of new triggers and actions. Here’s what’s new for Woo Memberships: - Trigger: A user’s access to a membership plan expires - Trigger: A user’s access to a membership plan is cancelled - Action: Remove the user from a membership plan The triggers and the action mirror what we added to Restrict Content and open a lot of doors for customizing membership workflows and behaviours. The ShipStation integration gets 2 new triggers: - An order with a total great than, less than or equal to a specific amount is shipped - An order with a specific product is shipped ## WP-Polls Last in our list of “New to Automator Pro” additions is [WP-Polls](https://automatorplugin.com/integration/wp-polls/), which adds one new trigger: A user submits a poll with a specific choice selected. Now you can perform targeted actions on users based on their responses to polls. This could be particularly useful for customer satisfaction polls, where you could prompt users with high satisfaction to leave a public review, or take preemptive action when users are dissatisfied. ## Dozens more triggers and actions While there will be smaller 2.11 and 2.12 release, Pro 2.10 will be the last huge release before 3.0. As such, we crammed in as much as we could to accommodate some of the dozens of feature requests we’ve had over the last 2 months. Here’s a list of everything else that’s new, broken down by plugin: ### [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) and [BuddyPress](https://automatorplugin.com/integration/buddypress/) - Trigger: A user makes a post to the activity stream of a group - Trigger: A user updates their profile with a specific value in a specific field - Trigger: A user joins a private group - Action: Set Xprofile data (this was a big one and should help a lot of users) - Action: Create a social group ### [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/) - Trigger: A form is submitted with a specific value in a specific field ### [GiveWP](https://automatorplugin.com/integration/givewp/) - Trigger: A user continues a recurring donation ### [MemberPress](https://automatorplugin.com/integration/memberpress/) - Trigger: A user’s membership to a specific product expires ### [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/) - Trigger: A user achieves a percentage greater than, less than or equal to a value on a quiz - Action: Mark a quiz complete for the user - Action: Mark a lesson complete for the user - Action: Reset the user’s progress in a course - Action: Mark a lesson not complete for the user ### [WordPress](https://automatorplugin.com/integration/wordpress-core/) - Trigger: A user’s profile field is updated - Trigger: A user’s specific meta key is updated - Trigger: A user’s role changes from a specific role to a specific role ### [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) - Trigger: A user updates a job - Trigger: A user’s job is filled - Trigger: A user’s application is set to a specific status - Trigger: An application is received for a job of a specific type ### Updates to other triggers and actions If that’s not enough, we made some pretty useful updates to a handful of existing integrations. Here’s that list: 1. For recipes that rely on post status values, we added support for non-standard WordPress status values. For users of plugins like [Edit Flow](https://wordpress.org/plugins/edit-flow/), this will help a lot. 2. Tutor LMS users get the ability to enroll a user in “All courses” rather than specific courses only. 3. WooCommerce gets new tokens for Review and Rating triggers. There’s even more, but those are the highlights. For the full list of changes, make sure to check out . Let us know how you’re using the new triggers and actions in the comments below! We hope to see some exciting use cases for the new [Google Sheets integration](https://automatorplugin.com/knowledge-base/google-sheets/) in particular. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New integrations: AffiliateWP, ShipStation, Woo Memberships & WP-Polls](https://automatorplugin.com/new-integrations-affiliatewp-shipstation-woo-memberships-wp-polls/) **Published:** January 5, 2021 **Author:** Ryan Moore **Content:** The free version of [Uncanny Automator 2.10](https://wordpress.org/plugins/uncanny-automator/) is now available for download! It’s another big release that adds 4 completely new integrations: - [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) (a very popular affiliate management tool for WordPress) - [WooCommerce ShipStation](https://automatorplugin.com/integration/woocommerce-shipstation/) (a powerful shipping and fulfillment platform) - [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) (adds membership capabilities to WooCommerce) - [WP-Polls](https://automatorplugin.com/integration/wp-polls/) (offers easy-to-use polls on WordPress sites) Adding support for these popular plugins (AffiliateWP in particular has been highly requested by Automator users) will open up a huge number of new recipe possibilities. Here’s a breakdown of what’s new for these plugins and others in the 2.10 release: ## AffiliateWP One of the most widely used affiliate management plugins for WordPress, [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) is what we use ourselves for affiliate tracking on WordPress sites. In Uncanny Automator 2.10, we’re adding support for these triggers: - A user becomes an affiliate - A new affiliate is awaiting approval - A new affiliate is approved - An affiliate makes a referral of a specific type This makes it possible to do things like enrolling someone (and notifying them) in an onboarding course when accepted as an affiliate, awarding points when an affiliate makes a certain type of referral, adding the affiliate to a special group when approved, etc. All 4 of the new triggers are in the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). And, as is typically the case, look for additional triggers and actions in the next Pro release. [![AffiliateWP and WooCommerce Memberships](https://automatorplugin.com/wp-content/uploads/2020/12/Affiliate_WP_and_Woo_Memberships_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/12/Affiliate_WP_and_Woo_Memberships_for_Automator.png) ## WP-Polls The Automator 2.10 release adds one trigger for the [WP-Polls](https://automatorplugin.com/integration/wp-polls/) plugin: A user submits a poll. There are some interesting applications here, like maybe in [LearnDash](https://automatorplugin.com/integration/learndash/) the Mark Complete button is hidden with CSS and poll submission is required to autocomplete a lesson and advance in a course. Another might be sending a coupon code to a user by email on submission to recognize their participation. ## WooCommerce Memberships This [membership solution for WooCommerce](https://automatorplugin.com/integration/woocommerce-memberships/) users adds one new trigger (a user is added to a membership plan) and one new action (add the user to a membership plan). Uses of these new recipe options might include automations like adding a membership level when a user completes a course, add the user to a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) group when they’re added to a membership plan, adding a [Groundhogg](https://automatorplugin.com/integration/groundhogg/) tag to a user when they’re added to a membership level, etc. ## WooCommerce ShipStation If you sell physical goods via WooCommerce and use ShipStation for fulfillment, now you can trigger recipes when orders are shipped using our [WooCommerce ShipStation integration](https://automatorplugin.com/integration/woocommerce-shipstation/). Emails are easy, but maybe you want to do more here, like tagging the user in a CRM via [WP Fusion](https://automatorplugin.com/integration/wp-fusion/) when an order ships, sending the confirmation to another platform via webhook or adding a shipping notification to a user’s BuddyPress activity feed. ## MasterStudy LMS and Restrict Content Pro Beyond the 4 new plugin integrations, the Automator 2.10 release includes 3 new triggers for [MasteryStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/) users: - A user passes a quiz - A user fails a quiz - A user completes a lesson These new triggers make it much easier to incorporate adaptive learning into MasterStudy courses (e.g. control enrollments and learning paths based on performance) and better engage learners. [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/) picks up one new action: Add the user to a membership level. This is going to be an important recipe component for Restrict Content Pro users. That wraps up the 2.10 release; stay tuned for the [Pro release](https://automatorplugin.com/pricing/) in about 2 weeks! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [How to Create Adaptive Learning with a WordPress LMS](https://automatorplugin.com/how-to-create-adaptive-learning-with-a-wordpress-lms/) **Published:** December 21, 2020 **Author:** Saurabh Shukla **Content:** Have you ever thought about having your courses adapt to students based on their current skills and knowledge? Do you want to automatically serve customized content to learners that are beginners, proficient, or at any other level in between? Some people implement this by having separate courses for each level. They let users choose the level they want to take. What if you could automate this process to enroll your student at an *appropriate* level? How about creating a single course that *adapts* to a student’s level automatically? In this post, we’ll discuss an educational method called Adaptive Learning. We’ll also explore ways to implement it using Uncanny Automator with your favourite WordPress based LMS. It’s a way to tailor a course to different groups of users based on their existing abilities. ## What is Adaptive Learning? Practically, Adaptive Learning starts with a way to estimate a learner’s current understanding. To do that, we could use a form/survey to find out what they are *consciously* aware of. A better idea is to ask them questions about the content on which we want to check their confidence/competence. This can be done through one or more quizzes to find out what they are *unconsciously* aware of. ## Why create Adaptive Learning? 1. *It’s like **1-on-1 instruction**.* Contrasted with a standard, one-size-fits-all approach to learning, an adaptive method is closer to one on one supervision. Here, a computer program (Automator) acts as a personal facilitator. 2. *Reduce learners’ time and effort while increasing their productivity.* **Efficiency** FTW. If courses adapt to a learner’s current knowledge, they don’t spend time on things they already know. They also spend less unproductive time on things that they might find too difficult to grasp. By estimating their skills, you have the opportunity to present alternative material that ensures their success. Especially if they are particularly weak or strong in a topic. 3. *Indirect **personalized feedback** and learning.* Testing a learner regularly and adapting their learning accordingly is an indirect way of providing personalized feedback to a learner. 4. ***Individualized learning** paths.* Since each learner’s test results could be completely unique, the learning path presented to them could also be absolutely unique down to an individual learner! 5. *Cater to **different types of users in mixed groups**.* When working with groups that mix students at various levels of competence, it’s easier to present a single adaptive program than look at creating different courses for different members of a group. In fact, assigning different courses to different members of a group isn’t even possible with WordPress based LMS’s. Adaptive Learning is a way to work around this limitation. 6. *Provide* ***focused remediation.*** When students are faced with learning material presented to them, they might still struggle. On the other hand, they may be extraordinarily successful. It would indicate that the material wasn’t challenging enough for them. Both these cases become less probable if there are different variations of the material. This way students can focus on their weak areas while skimming or skipping the ones they’re strong in. 7. *Individual **intervention**.* A specific learner may struggle with something even when the material is supposed to work for them. With adaptive learning, it becomes easier for instructors to identify and isolate such cases and personally intervene. This can also help design materials for a lower level if a lot of students struggle with the lowest level material. Conversely, it can help design higher levels of material if too many students perform very well at the existing highest level. ## Adaptive Learning with Automator [Uncanny Automator](https://automatorplugin.com/knowledge-base/what-is-uncanny-automator/) is a plugin that allows you to automate aspects of [WordPress](https://wordpress.org/) and its [numerous plugins](https://wordpress.org/plugins/). With Automator, you can create [Recipes](https://automatorplugin.com/knowledge-base/recipes/) that contain [Triggers](https://automatorplugin.com/knowledge-base/what-is-a-trigger/) that run on user activities and [Actions](https://automatorplugin.com/knowledge-base/actions/) that are run automatically when triggers are completed. Uncanny Automator contains multiple automation triggers and actions for LMS’s like [LearnDash](https://automatorplugin.com/integration/learndash/), [LifterLMS](https://automatorplugin.com/integration/lifterlms/), [TutorLMS](https://automatorplugin.com/integration/tutor-lms/), [LearnPress](https://automatorplugin.com/integration/learnpress/), [WP Courseware](https://automatorplugin.com/integration/wp-courseware/), [WP LMS](https://automatorplugin.com/integration/wp-lms/), and [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/). With the actions, you can automate enrolment, un-enrolment, completion, and incompletion of learning material. Most of them have triggers so that you can run automations when a user passes or fails a quiz (among others). Some of them even have a percentage based quiz completion trigger that opens up further possibilities. If we create a quiz on all the concepts covered in a topic, whether a user passes or fails a quiz tells us whether the user has a good grasp on the concepts or doesn’t. If you create quizzes for each topic in a course, you can estimate whether a user needs to complete a step (topic, lesson, section, a whole course). So, if our understanding is that a user already knows everything we’re going to present in a step, we might as well auto-complete it for them using the relevant Automator action! Let’s explore this in detail using two examples that illustrate what’s possible. This way, you could use the same principle on your e-learning site to solve your own adaptive learning needs. Although we’ve illustrated the following examples with LearnDash, you could do identical/almost similar things with *your* favourite LMS too. ### Example 1: Basic and Pro Levels Imagine you’ve created two courses on a subject, a basic level, and a pro-level. To implement adaptive learning in its simplest form, we create a new course that we’ll enrol a new student in instead of enrolling in either of the other two existing ones. In this *qualifying* course, we add a new quiz that contains questions that test all the concepts covered in the basic course. (Do note that some LMS’s will need you to add a lesson to be able to add a quiz.) Next, we create two recipes in Automator. The first recipe enrols a student in the basic course if they fail the qualifying quiz. ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-16-04-03.png) The second recipe enrols a student in the pro course if they pass the qualifying quiz. ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-16-10-01.png) So, this is a new learner’s full learning pathway: ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-16-13-50.png) This model could easily be extended to multiple levels: ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-17-27-51.png) ### Example 2: Employee Training Course Now imagine you are catering to a mixed group of students, maybe because you resell courses to organizations. In this case, it probably makes more sense to create a single course that contains content for all the levels instead of creating separate courses. In such a case, you could organize the same three courses as above into a single course with three separate sections. ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-17-33-21.png) The qualifying course could also become a section that contains the qualifying quizzes. ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-17-41-41.png) Now you can create recipes in Automator to *auto-complete* sections or lessons (depending on the LMS) based on a student’s performance in the quizzes. ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-17-43-40.png) Additionally, you could redirect the user directly to the lesson that they need to start with: ![](https://automatorplugin.com/wp-content/uploads/2020/12/Screenshot-from-2020-12-11-17-45-52.png) You can pretty much figure out the other recipes for this scenario. ### Using Surveys/Forms and other Automator goodness Just like we’ve used quizzes in the examples above, you could use any of the available form integrations ([https://automatorplugin.com/all-triggers-and-actions/)](https://automatorplugin.com/all-triggers-and-actions/) to create a questionnaire or a survey and use the users’ responses as a cue to the course they should be ideally enrolled in. It’s slightly less reliable because users may consciously over-estimate or under-estimate their current level. However, it might be the only feasible solution in some cases. You might find numerous other triggers and actions that might help you add an even more personal touch to a student’s journey. ## Implementing Interventions In a similar vein, a student may struggle even at the lowest levels (they fail a quiz that tests their learning at the end of a module/course). In such cases, you could trigger a private message or an email to the concerned instructor. In the message, you could maybe include a link to your appointment calendar for a one-on-one conversation, enrol them into a remedial course or register them in a Zoom/GoToWebinar meeting/webinar or [use webhooks](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/) to run actions on third-party services or even integrate with Zapier or Integromat. A similar process could be implemented for high performing students who ace all the available material. You could provide them extra resources or schedule a one-on-one intervention to chart out a special path for them. ## Conclusion I hope that this post has given you enough concepts and practical building blocks to make your next program adaptive and personalized. We’ve just about scratched the surface and looked at really simple examples. Based on these, you should be able to create really complex pathways; pathways that use multiple recipes to create a unique experience for every single student of yours. If you have any questions or would like to share how you implemented Adaptive Learning, let us know in the comments. ![author avatar](https://secure.gravatar.com/avatar/0bb05a35cb3b634c53ee179b9bc6439d13e2fafe78c1d8b213b209997e65a588?s=300&d=mm&r=g) Saurabh Shukla Saurabh Shukla has co-authored 5 open source plugins for WordPress with a combined download count of over 1,600,000. He is one of the founders of rtMedia, one of the most popular plugins for BuddyPress. He is a FOSS evangelist, choice fanatic and has extra love for WordPress. [See Full Bio](https://automatorplugin.com/author/saurabh/) [ ](https://automatorplugin.com/author/saurabh/) **Categories:** Uncanny Automator, Use Cases --- ### [Automator Pro 2.9: One new integration, 20+ Triggers & Actions](https://automatorplugin.com/automator-pro-2-9-one-new-integration-30-triggers-actions/) **Published:** November 24, 2020 **Author:** Ryan Moore **Content:** Just in time for Black Friday, the [Uncanny Automator Pro 2.9](https://automatorplugin.com/pricing/) release adds lots of new features and rounds out some of the integrations added in the free version of [Uncanny Automator 2.9](https://automatorplugin.com/automator-2-9-five-new-plugin-integrations/). We’re excited announce that the popular [Newsletter](https://wordpress.org/plugins/newsletter/) plugin joins the Uncanny Automator family and we’ve got some big news for [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/), [FluentCRM](https://automatorplugin.com/integration/fluentcrm/), [Events Manager](https://automatorplugin.com/integration/events-manager/) and [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/) users—to mention just a few. Let’s jump right in. ## Newsletter plugin for WordPress Newsletter makes it easy to build lists and create, send and track emails right from your WordPress site. With over 300,000 active installs, it’s an easy way to implement an email marketing system without having to buy into expensive SaaS platforms. Uncanny Automator Pro 2.9 includes one new anonymous trigger: A subscription form is submitted with a specific list (or any list) selected. This means that when someone signs up for a mailing list, you could create a user and add them to a course. Or maybe you want to add the new subscriber to a Google Sheet via [Zapier](https://automatorplugin.com/integration/zapier/), which isn’t supported in Newsletter otherwise. The new trigger opens up some interesting use cases if you use the Newsletter plugin. ## FluentCRM Perhaps out most popular integration in the Automator 2.9 free release, our first set of triggers and actions for [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) were great for adding tags to users and users to lists, but what about the removal side? Users of this plugin can now handle the other side of tags and lists with these new capabilities: - New Trigger: A user is removed from a list - New Trigger: A tag is removed from a user - New Action: Remove a tag from a user - New Action: Remove the user from a list [![FluentCRM Actions for Automator](https://automatorplugin.com/wp-content/uploads/2020/11/FluentCRM_Actions_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/11/FluentCRM_Actions_for_Automator.png) The new actions are especially powerful. When a user cancels a subscription, remove a tag from the user and the user from a list. When a tag is removed from a user, revoke their course access and update the user’s record in Knack via [Integromat](https://automatorplugin.com/integration/integromat/). ## WP Job Manager This Automator 2.9 addition gains a series of new triggers to handle more specific site requirements: - A user’s application to a specific type of job is set to a specific status - A user receives an application to a specific type of job - A user marks a specific type of job as filled - A user marks a specific type of job as not filled For power users of the [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) plugin, these new trigger options make many new types of automations possible. Perhaps specific types of job applications should notify specific users, or maybe when a job is filled the system should post a message to a [BuddyPress](https://automatorplugin.com/integration/buddypress/) activity stream with the update. Whatever is needed, the additions in 2.9 Pro make it even easier to automate the job management process in WordPress. ## Events Manager Automator 2.9 Pro isn’t just about extending integrations added in the free version of 2.9; this popular plugin from our 2.8 release is getting some extra attention. Today’s release adds the following for [Events Manager](https://automatorplugin.com/integration/the-events-calendar/): - New Trigger: A user registers for an event with a specific ticket - New Trigger: A user unregisters for an event - New Action: Unregister the user from an event Our support for this plugin was previously somewhat weak, but with these new triggers and an action all kinds of opportunities are possible. To use an example from today’s Pro release, maybe when a tag is removed from a user in FluentCRM then the user should be unregistered from an event in Events Manager. Or the opposite could even apply, so when a user unregisters from an event then a FluentCRM tag is removed. Other integrations are of course possible, but it’s interesting how new recipes can be made just from what’s new in 2.9 Pro. ## Paid Membership Pro We’re adding 2 very useful actions to [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/): - Add the user to a membership level - Remove the user from a membership level [![Paid Memberships Pro Actions](https://automatorplugin.com/wp-content/uploads/2020/11/Paid_Memberships_Pro_Actions.png)](https://automatorplugin.com/wp-content/uploads/2020/11/Paid_Memberships_Pro_Actions.png) These actions were largely overdue and it’s great to now support some actions on the PMPro side. These will mean sites can do things like remove the user from a membership level when a [Groundhogg](https://automatorplugin.com/integration/groundhogg/) tag is removed, add the user to a membership level after they attend an event scheduled with [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/), etc. ## Elementor We added a single action to [Elementor](https://automatorplugin.com/integration/elementor/), but it’s a really important one: Show a popup to the user. We had tons of requests for this and it’s great that pops can not be triggered by anything that Uncanny Automator supports. We had many users requests that we add an alternative to [Popup Maker](https://automatorplugin.com/integration/popup-maker/), so we’re happy to add Elementor popups to Automator. ## WooCommerce Automator 2.9 Pro gains new triggers for [WooCommerce](https://automatorplugin.com/integration/woocommerce/) product reviews: - A user reviews a product - A user’s review of a product is approved - A user completes, pays for, lands on a thank you page for an order with a product - A user completes, pays for, lands on a thank you page for an order with a total greater than, less than or equal to an amount - A user completes, pays for, lands on a thank you page for an order with a product in a category - A user completes, pays for, lands on a thank you page for an order with a tag - A user completes, pays for, lands on a thank you page for an order with a specific quantity of a product The new review triggers could perhaps post the review to Twitter via Zapier, add the user to a course as a thanks for the review or perhaps post the review to a [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) activity stream. The new order triggers replace the simple purchase triggers that we previously had in Automator, as in some situations we saw order completions trigger recipes multiple times (it’s common for some plugins to change Woo order status more than once). This new trigger options will help to ensure that recipes aren’t executing more times than expected. ## WP Foro The popular forum plugin for WordPress gets one new action in 2.9 Pro: Remove the user from a group. What’s probably more interesting though is its token support; [WP Foro](https://automatorplugin.com/integration/wpforo/) triggers can now pass the post content as a token in actions. That means the contents of posts can be sent to other systems or included in notifications, among other things. ## WP LMS, GiveWP, MyCred and More The list of integration enhancements is starting to get long, so let’s summarize some of what else is new in Automator 2.9 Pro: 1. In [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) and [BuddyPress](https://automatorplugin.com/integration/buddypress/) you can now send private messages to users with an action. 2. [WP LMS](https://automatorplugin.com/integration/wp-lms/) now supports adding the user to a course as an action. 3. [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) can now trigger recipes when a post is moved to the trash. Worried about accidentally deleting something? This trigger can help. 4. [GiveWP](https://automatorplugin.com/integration/givewp/) gains tokens so that billing fields from GiveWP triggers can now be used in recipe actions. 5. The [MemberPress](https://automatorplugin.com/integration/memberpress/) action for adding the user to a membership now inherits the expiry settings set for the membership. For the full list of changes, make sure to check out the [changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/). If you’re wondering if this 2.9 release means that the next major release will be the huge 3.0 update, we can confirm that there will be a 2.10 release first. This is a good thing, because some *very* useful additions will be included—including a very interesting integration with our most popular plugin. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator 2.9: Five new plugin integrations](https://automatorplugin.com/automator-2-9-five-new-plugin-integrations/) **Published:** November 3, 2020 **Author:** Ryan Moore **Content:** As we approach 3,000 active installs, we’re getting a lot of great feedback from users and a much better sense of what users are doing with [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). Today’s Automator 2.9 release adds another round of new integrations that were frequently requested by Automator users: [FluentCRM](https://automatorplugin.com/integration/fluentcrm/), [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/), [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/), [Uncanny Continuing Education Credits](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) for LearnDash and [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/). All 5 of those integrations are now available at no cost in the free version of Automator. Let’s take a closer look at what’s new in each integration. Remember, all of what’s outlined below is included in the free release; the upcoming 2.9 Pro release will take these integrations a lot further. ## FluentCRM I’m sure we’ve had at least 25 requests to add support to this relatively new plugin. We built this integration as quickly as we could and we think what’s included in the free version will be extremely powerful for [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) users. Here’s what’s new: - Trigger: A tag is added to a user - Trigger: A user is added to a list - Action: Add a tag to the user - Action: Add the user to a list We expect it’s the actions that are going to generate the most excitement. At the time of writing (and keep in mind that it’s a new plugin), Fluent has about 15 integrations (plus what’s supported via webooks). Now, with the free version of Automator and our native integrations, we’ve tripled it. Want to have The Events Calendar registrations add tags to users? No problem. A Gravity Form or Contact Form 7 submission to add a user to a list? Just add Automator to your FluentCRM site. ## Uncanny Continuing Education Credits This release kind of changes everything about awarding credits if you use [LearnDash](https://automatorplugin.com/integration/learndash/). While one of our less popular plugins right now, today’s Automator update and the upcoming 3.1 release of our [Continuing Education plugin](https://www.uncannyowl.com/downloads/uncanny-continuing-education-credits/) might just change that. Here’s what’s new: - Trigger: The total number of CEUs earned by a user is greater than or equal to a specific number - Action: Award a number of custom credits to the user Think about that for a second… you can award credits for pretty much anything. A live event, participating in a discussion, submitting a resume, completing LearnDash lessons or even [Lifter LMS](https://automatorplugin.com/integration/lifterlms/) courses. This pair of plugins now makes it possible to track credits for any type of learning (or even non-learning) activity. For existing users of our [Continuing Education Credits plugin](https://www.uncannyowl.com/downloads/uncanny-continuing-education-credits/), this could be a game-changer. [![Uncanny CEUs and Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/10/Uncanny_CEUs_and_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/10/Uncanny_CEUs_and_Automator.png) **Important Note:** You will need to upgrade to the latest version of our CEUs plugin to use the action. And here’s a spoiler: in 3.1 of our CEUs plugin you’ll be able to manually add *and edit* earned credits. ## MasterStudy LMS We’ve seen lot of new entrants to the WordPress LMS space over the last few years and there’s been a lot of innovation. [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/) is an innovative learning plugin that we’ve seen grow a lot over the last year and we’re excited to announce pretty comprehensive support for our first release. Automator 2.9 includes these new triggers and actions: - Trigger: A user completes a course - Trigger: A user completes a lesson - Trigger: A user passes a quiz - Trigger: A user fails a quiz - Trigger: A user is enrolled in a course - Action: Mark a course complete for the user Of course, if you look at our support for other LMS plugins, you’ll probably see a few gaps there and be able to guess some of what’s coming in Pro. 🙂 But for now, this is still a very compelling addition. Here are a few use case ideas: 1. When a user completes a MasterStudy LMS onboarding course, add the user to a [Zoom](https://automatorplugin.com/integration/zoom-meetings/) event and tag them in Active Campaign via [WP Fusion](https://automatorplugin.com/integration/wp-fusion/) (that’s right, this means WP Fusion can now integrate with MasterStudy). 2. When a user attends a live event that’s a substitute for an online course, mark the associated MasterStudy LMS course complete for the user. 3. When a user fails a quiz, tag the user in [Groundhogg](https://automatorplugin.com/integration/groundhogg/) and send the user an email with study tips. [![MasterStudy LMS Automator integration](https://automatorplugin.com/wp-content/uploads/2020/10/MasterStudy_LMS_Integration.png)](https://automatorplugin.com/wp-content/uploads/2020/10/MasterStudy_LMS_Integration.png) ## Restrict Content Pro Support in the Automator 2.9 free release is pretty basic for now, adding a trigger for “A user purchases a membership level”. Still, that simple trigger means [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/) could send an SMS notification with [Twilio](https://automatorplugin.com/integration/twilio/), add a rank in [BadgeOS](https://automatorplugin.com/integration/badgeos/), pass data to [Zapier](https://automatorplugin.com/integration/zapier/) or to another system via webhooks, etc. Restrict Content Pro users will find the new integration, even with the single trigger for now, opens up a lot of new automation opportunities. ## WP Job Manager This popular job listing plugin (with over 100,000 active installs at the time of writing) makes it easy to add and manage job listings in WordPress. And when users submit resumes and apply for jobs, why not build an automated workflow out of it? Today’s release adds 3 new triggers for [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/): 1. A user submits a specific type of job 2. A user submits a resume 3. A user applies for a job How much easier could that make the hiring and onboarding process? When a user applies for a job, tag them in FluentCRM, enroll them in a course introducing the company, register them in a group [GotoWebinar](https://automatorplugin.com/integration/gotowebinar/) orientation and send them an SMS confirmation using Twilio. Why not? Automator makes this type of automation easy to set up and manage. ## Other new triggers and actions Automator core gets 1 new trigger: A user completes a recipe. For savvy Automator users, this could transform how recipes are connected and possible workflows. Maybe successful completion of one recipe should trigger another recipe or some type of notification. It allows some interesting recipe management possibilities. We’re also adding 2 new triggers to our [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) integration: A user creates a topic in a forum and a user replies to a topic in a forum. They work exactly as you would expect and help to round out our BuddyBoss offering. Some of the updates in this release to existing integrations will make things a lot easier for existing users. Here are a few examples: - **[![Recipe runs unlimited times](https://automatorplugin.com/wp-content/uploads/2020/10/Edit_recipe_‹_automator2_uncannycloud_com_—_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2020/10/Edit_recipe_‹_automator2_uncannycloud_com_—_WordPress.png)The default number of times a recipe will run per user is now Unlimited instead of 1**. This ended up being a huge source of confusion for users, especially new users over the last month. Why does my recipe only work the first time? This is a pretty big change for existing users so we wanted to emphasize it, but after hearing from so many users it’s clear that users expect recipes to run an unlimited number of times per user, not just once. - [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/) submissions can now use numeric field types as tokens in action fields. - When a verb is recorded from a [Tin Canny](https://automatorplugin.com/integration/learndash/) module in our associated plugin, the lesson and topic identifiers are now available as separate tokens. This makes it a lot easier to pass context and additional details into actions, or trigger actions based on what lesson or topic the module was in (such as marking it complete). - The “user registers for an event” trigger for [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) now includes an option for “Any event”, so there’s no longer a need for lots and lots of separate recipes if you rely on this trigger. This will make related recipes much more efficient. That rounds out today’s [Uncanny Automator 2.9](https://wordpress.org/plugins/uncanny-automator/) release. As always, keep sending us your feedback about what we should tackle next! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Pro 2.8: A new trigger and action record](https://automatorplugin.com/automator-pro-2-8-a-new-triggers-and-actions-record/) **Published:** October 14, 2020 **Author:** Ryan Moore **Content:** The Uncanny Automator 2.8 release had 6 new integrations, so it only made sense that the associated Pro 2.8 release would have a huge number of triggers and actions—and it does. Today’s Pro release adds **over 35 new triggers and actions**. That’s not a mistake, this release adds a huge number of new recipe possibilities. Let’s jump right in to what’s new. ## BuddyBoss and BuddyPress [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) was one of the more popular integrations in the free 2.8 release and we know those users will be excited to see just how much has been added in Pro. Many of the BuddyPress triggers and actions are similar, so here’s the combined list: - New BuddyPress Trigger: A user’s connection request is accepted - New BuddyPress Trigger: A user registers with a specific value in a specific field - New BuddyPress Trigger: A user’s member type is set to a specific type - New BuddyPress Action: Set the user’s member type to a specific type - New BuddyPress Action: Add a post to the user’s activity stream - New BuddyPress Action: Add a post to the activity stream of a group - New BuddyPress Action: Add a post to the sitewide activity stream - New BuddyBoss Trigger: A user’s connection request is accepted - New BuddyBoss Trigger: A user registers with a specific value in a specific field - New BuddyBoss Trigger: A user registers a new account via an email invitation - New BuddyBoss Trigger: A user activates a new account via an email invitation - New BuddyBoss Trigger: A user’s email invitation results in a new member activation - New BuddyBoss Trigger: A user’s email invitation results in a new member registration - New BuddyBoss Trigger: A user’s member type is set to a specific type - New BuddyBoss Action: Set the user’s member type to a specific type - New BuddyBoss Action: Add a post to the user’s activity stream - New BuddyBoss Action: Add a post to the activity stream of a group - New BuddyBoss Action: Add a post to the sitewide activity stream Yes, it’s a pretty huge list. And here’s a sample of what things look like now on the Automator side: [![BuddyBoss Pro triggers](https://automatorplugin.com/wp-content/uploads/2020/10/BuddyBoss_Pro_triggers.png)](https://automatorplugin.com/wp-content/uploads/2020/10/BuddyBoss_Pro_triggers.png) ## Elementor The Uncanny Automator Pro 2.8 release takes the preliminary support for [Elementor forms](https://automatorplugin.com/integration/elementor/) in the free release to the next level. Now logged in users can trigger recipes when forms contain a specific value in a specific form field, but of course Pro also adds support for anonymous triggers: - A user submits a form - A user submits a form with a specific value in a specific field This means Elementor forms can now be used to register new users (without any extra plugins) and trigger any type of recipes. ## Happy Forms The new Pro triggers for [Happy Forms](https://automatorplugin.com/integration/happyforms/) what we added for Elementor forms above. As far as we know, this makes Uncanny Automator the only option available for using Happy Forms to register new WordPress users. That’s pretty exciting and really opens up a lot of opportunities for Happy Forms users. ## GiveWP We’re up to 5 integrations with new features now and we’re not even halfway through the list! Here’s what’s new for [GiveWP](https://automatorplugin.com/integration/givewp/): - New Trigger: A user cancels a recurring donation - New *Anonymous* Trigger: A donation form is submitted - New Action: Add a note to a donor These additions make a new of new user cases possible, including recipes like the following: - When an anonymous user submits a donation, add the record to Knack via webhook and post the donation record to the BuddyBoss sitewide activity stream (see how we used that new action too?). - When a donor completes an onboarding course in LearnDash, add a note about the completion to the donor record in Give. ## Tutor LMS We now support resetting course progress as an action for [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/) users. This one is *super* useful for sites with recurring training, like compliance courses. When a user buys a course product in WooCommerce, reset their existing progress for a course so they can take it again. When a user fails a final quiz, reset the user’s progress for the entire course so they have to tag it again. (That one is a bit cruel, but certainly some sites need that type of functionality.) ## WishList Member The new [WishList Member](https://automatorplugin.com/integration/wishlist-member/) additions probably aren’t a surprise, but here’s what’s new: - New Trigger: A user submits a registration form - New Trigger: A user submits a registration form with a specific value in a specific field - New Action: Remove the user from a membership level The last one is perhaps the most interesting. When a user’s BuddyPress member type is set to an Alumni member type, remove the user from the Student membership level in WLM. Or maybe when a user cancels a recurring donation in Give, remove the user from the Donor membership level in WLM. How’s that for some interesting recipe ideas using only triggers and actions added in Automator Pro 2.8? [![WooCommerce Subscriptions and Wishlist Member](https://automatorplugin.com/wp-content/uploads/2020/10/Woo_Subscription_and_Wishlist_Member.png)](https://automatorplugin.com/wp-content/uploads/2020/10/Woo_Subscription_and_Wishlist_Member.png) ## Mailpoet 3 Our [Mailpoet](https://automatorplugin.com/integration/mailpoet/) integration gets 2 more actions in Pro 2.8: - Remove a subscriber from a list - Remove the user from a list So if a user stops recurring donations, or a tag is removed from a CRM, or maybe the user simply clicks the Automator magic button, now they can be removed from a Mailpoet list. ## Integromat As was likely expected, the new [Integromat](https://automatorplugin.com/integration/integromat/) integration adds support for receiving data from an Integromat webhook. This anonymous trigger works the same way as similar integrations for Zapier and webhooks that we support. And that brings us to our final integration with big changes in Uncanny Automator Pro 2.8, and for developers this one may be the most interesting: ## WordPress Core Let’s jump right to the list of what’s new for [WordPress core](https://automatorplugin.com/integration/wordpress-core/): - New Anonymous Trigger: A guest comment is submitted in a post - New Anonymous Trigger: A guest common on a post is approved - New Trigger: A user’s post is set to a specific status - New Trigger: A post in a specific taxonomy is updated - New Trigger: A user’s comment on a post is approved Note that for the comment triggers, manual comment approval must be enabled (in other words, someone must actually approve the comment manually to trigger the recipe). These ones are interesting in that the trigger can be *any* post, any post of a specific post type. Just want to fire recipes when students post comments on course lessons and topics? No problem. Another important note for the post triggers is that the actions run on the author of the post (where a user is involved). So, perhaps when an admin publishes an author’s blog post, the post details are added to a sitewide BuddyBoss activity stream and attributed to the author, or maybe the author is promoted to a “Published Author” level in MemberPress. For sites that want to rely on user-generated content and want to automate workflows around that, these new triggers should make things a lot easier. And that wraps up the [Uncanny Automator Pro 2.8](https://automatorplugin.com/pricing/) release. Have fun with your new recipes! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator 2.8: Six new integrations!](https://automatorplugin.com/automator-2-8-six-new-integrations/) **Published:** September 24, 2020 **Author:** Ryan Moore **Content:** We had to one-up the 5 integrations that were included in the [2.7 release](https://automatorplugin.com/automator-2-7-five-new-integrations/) a few weeks ago, so today’s 2.8 release adds support for 6 new plugins and platforms. These are all in the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), so yes, the upcoming Pro 2.8 release will take these new integrations even further with additional triggers and actions. Let’s jump right in to what’s new. We added some really powerful new features too, not related to integrations, so make sure you read to the end to find out about those! ## BuddyBoss Yes, we know our [BuddyPress](https://automatorplugin.com/integration/buddypress/) support was causing a lot of confusion. What’s supported in [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) and what’s not? How are they different? We’ve separated all supported triggers and actions into a new BuddyBoss integration, and in the 2.8 release we’re adding these new (and ported from BuddyPress) triggers: - A user updates their profile - A user updates their avatar - A user replies to a topic in a forum - A user accepts a friendship request - A user sends a friendship request - A user gains a new follower - A user sends an email invitation - A user posts activity to their stream [![BuddyBoss triggers for Automator](https://automatorplugin.com/wp-content/uploads/2020/09/BuddyBoss_Triggers.png)](https://automatorplugin.com/wp-content/uploads/2020/09/BuddyBoss_Triggers.png) There’s one new action for BuddyBoss too: Add the user to a group. This one was a popular request and we’re excited that we were able to include this in the free version. And, since we were already adding some of those things for BuddyBoss, these new triggers were added to our [BuddyPress](https://automatorplugin.com/integration/buddypress/) integration too: - A user activates their account - A user updates their profile - A user updates their avatar - A user accepts a friend request - A user sends a friendship request These new triggers add a lot of new opportunities for BuddyBoss (and BuddyPress) sites. But there’s still a ton of BuddyBoss functionality in the pipeline, including a lot more coming in next week’s Automator Pro release! ## MailPoet 3 During our recent collaboration with Adam at [WP Crafter](https://www.wpcrafter.com/), [MailPoet 3](https://automatorplugin.com/integration/mailpoet/) was definitely the #1 requested new integration. We built it as quickly as we could and the first actions are now available: - Add the user to a list - Add a subscriber to a list The actions are pretty self-explanatory, but it means it’s now easy to do things like adding users to a list automatically after things like completing a course, earning a badge, attending a live event, etc. We’re confident this new integration will make a lot of our new Pro users happy. ## Elementor This was our #3 request in the last month, [Elementor Forms](https://automatorplugin.com/integration/elementor/) were just behind MailPoet and BuddyBoss. For now this integration is simple and adds a single trigger for logged in users: A user submits a form. Count on anonymous form submission and other triggers in the upcoming Pro 2.8 release. ## Integromat The free release of Automator adds a “Send webhook” action to [Integromat](https://automatorplugin.com/integration/integromat/). This is just like our Zapier integration and similar to the webhook support in core. We’ll get a Knowledge Base article up soon to fully document how everything works on the Integromat side. ## Events Manager We didn’t want to limit our event management support to a single plugin, so today we’re expanding support to include the [Events Manager](https://automatorplugin.com/integration/events-manager/). It’s a popular free plugin with over 100,000 installs, and Automator 2.8 adds this trigger: - A user registers for an event Much like our Events Calendar integration, this means that on event registration you can add users to a course, a BuddyBoss group, a membership level, even invite them to a Zoom webinar. It’s a pretty useful integration. ## HappyForms Due in no small part to the current [Appsumo lifetime deal](https://fbuy.me/v/info_5614), we’ve had a lot of requests to add [HappyForms](https://automatorplugin.com/integration/happyforms/) to the list of support form plugins. Users of HappyForms, you can now trigger recipes when users submit a form. And, of course, additional triggers are coming soon in Pro. ## WordPress and Automator Core We get the most requests (by far!) for new integrations, but we always get the most excited when we can add new features that open up completely new opportunities and ideas in Automator. Today’s release includes several of those that, for many sites, could be completely game-changing. This may have slipped under the radar for some people, but in Automator 2.7 we added a really interesting trigger: **An Automator recipe completes with errors**. This trigger made it a lot easier for site admins to be notified *immediately* if there was a problem with one of their recipes so they could take action before many users were affected. In today’s 2.8 release, we added a similar new trigger: **A user completes a recipe**. For monitoring recipe activity this can be a useful way to stay in the loop, but it also opens up possibilities like these: - Only run some actions when a user has completed *several* recipes. - Run a single recipe *multiple* times but only trigger certain actions *once*. In other words, maybe you want some things to happen every time a user buys a product or completes a course, but you only want to notify an admin or trigger a webhook the very *first* time someone does it. With regular recipes, you can’t do that; all actions run each time the triggers are satisfied. With this new trigger, however, you can have it fire a secondary recipe, but only once. [![A user completes a recipe automator trigger](https://automatorplugin.com/wp-content/uploads/2020/09/A_User_Completes_a_Recipe_trigger.png)](https://automatorplugin.com/wp-content/uploads/2020/09/A_User_Completes_a_Recipe_trigger.png) The next change is one we’ve been working on for months: **Accept a post ID as a token in actions**. It’s not a trigger or an action, but what it does is allow you to target specific posts in actions. This one is a bit confusing, but here’s what it means: you can use a single recipe to do different things depending on the context. Here are some examples of where this is useful: - When a user completes *any* course, remove them *from that* course. Instead of needing a recipe for every single course, you now just need 1 recipe, because for the reveal action we can now pass in the course ID from the trigger itself. - When an HR system sends a webhook to add users to live events, use the post IDs sent by the HR system to add the user to the event with that ID. That means you can have a single recipe and single webhook trigger that can add users to different events depending on what the HR system passes. The big benefit here is that it will slash the number of recipes most sites need *and* eliminates the need to add new recipes manually each time you add a new lesson, product, event, or something else that would have needed a unique recipe. To use this feature, look for the new “Use a custom value” when selecting a post in recipe actions. Choosing that exposes a field that allows you to enter or select a token; in most cases you should drill down into tokens from the triggers to find some type of post ID. [![](https://automatorplugin.com/wp-content/uploads/2020/09/Custom_value_for_post_IDs_in_actions.png)](https://automatorplugin.com/wp-content/uploads/2020/09/Custom_value_for_post_IDs_in_actions.png) Finally, there’s a new WordPress core trigger: A user creates a post. This is another trigger that might be confusing at a glance but can be very powerful in the right context. Essentially it allows recipes to be triggered when any post type (including custom ones) are created. Not only that, the triggers can be specific to certain post types and associated taxonomies (e.g. category, tag, format). In other words, maybe a recipe is only fired when any post is created in the “Marketing” category. That wraps up this release. It’s another huge one and everything covered above is in the free release. We hope you like the additions! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator Pro 2.7: 12 new triggers & actions](https://automatorplugin.com/automator-pro-2-7-12-new-triggers-actions/) **Published:** September 17, 2020 **Author:** Ryan Moore **Content:** Thanks to some [fantastic](https://youtu.be/4IfTkzkeeDk) [new](https://youtu.be/bq0wnq9QWnQ) [videos](https://youtu.be/nyQ-pJFbpSE) from WP Crafter, the Uncanny Automator Pro userbase has grown a *lot* in September. We want to keep things exciting for all of our new users, so today’s release of Uncanny Automator Pro 2.7 adds some great new triggers and actions. Let’s jump right in to what’s new. ## LearnDash Perhaps the most exciting new addition, Automator recipes can now include this powerful new action: **Send a Certificate**. Yes, we might have just cost ourselves some sales of our [Toolkit Pro plugin](https://www.uncannyowl.com/downloads/uncanny-learndash-toolkit-pro/), but this action was just too powerful to leave out. With this new action, you can issue [LearnDash](https://automatorplugin.com/integration/learndash/) certificates for *anything*: completing a series of courses, finishing a lesson, attending a live event (we see requests for that all the time!), submitting a form, etc. [![Uncanny Automator LearnDash Certificate](https://automatorplugin.com/wp-content/uploads/2020/09/Uncanny_Automator_LearnDash_Certificate.png)](https://automatorplugin.com/wp-content/uploads/2020/09/Uncanny_Automator_LearnDash_Certificate.png) Here’s how it works: 1. Choose the new “Send a Learndash Certificate” action. In the first field you’ll see a new *Certificate* drop-down list, so *yes, you must create the LearnDash certificate first–but leave the certificate contents blank*. 2. Fill out the rest of the action as you would the regular Send an Email action, then go to the final field. 3. In the new *Certificate body* field, enter the details that you want to include in the certificate. To get the layout right, you might want to add the contents (with placeholders) to the LearnDash certificate first and test there (especially if you use our [Certificate Preview](https://www.uncannyowl.com/knowledge-base/certificate-preview/) module!) to get the layout right. Another good way to test is with a recipe that has a Magic Button trigger that runs unlimited times; that way you can save the recipe and just click the button to test layout changes. Keep in mind that the certificate can use Automator tokens (i.e. variables), so it’s a bit different than regular LearnDash certificates. That’s it. On the LearnDash side, what’s important are the certificate name and featured image; the text that gets overlaid is added in the recipe. ## MyCred The Automator Pro 2.7 release adds these premium triggers for [MyCred](https://automatorplugin.com/integration/mycred/): - A user earns a rank - A user’s total balance reaches a number of a specific type of points - A user’s current balance reaches a number of a specific type of points For sites that rely on MyCred for gamification features and points, we know these triggers will be extremely useful. Common use cases might include changing membership level when a rank is earned or adding the user to a course when a point balance is achieved. ## WP Fluent Forms It was time for [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/) to each feature parity with some of our other form plugin integrations. Here’s what’s now included in Pro 2.7: - New trigger: A form is submitted with a specific value in a specific field - New anonymous trigger: A form is submitted It’s the anonymous trigger that we’ve had the most requests for, and it means that now we can create users and map anonymous form submissions to existing users. [![WP Fluent Forms Anonymous Trigger](https://automatorplugin.com/wp-content/uploads/2020/09/WP_Fluent_Forms_Anonymous_Trigger.png)](https://automatorplugin.com/wp-content/uploads/2020/09/WP_Fluent_Forms_Anonymous_Trigger.png) ## GiveWP Our [Give](https://automatorplugin.com/integration/givewp/) plugin integration gets a lot more interesting in this release. This is what’s new: - New action: Create a donor - New trigger: A user makes a donation via a form with a specific value in a specific field - New trigger: A user makes a donation via a form for an amount greater than, less than, or equal to a specific amount These are all very useful, but we expect the last trigger to get the most use. Now large donors can be rewarded with additional course access, membership levels, invitations to Zoom events for major donors, etc. ## WooCommerce We added one new trigger for [WooCommerce](https://automatorplugin.com/integration/woocommerce/) that came up specifically because of some gaps identified by new WP Crafter users. Automator Pro 2.7 adds **A guest order’s status changes to a specific status**, which will address some situations where an order cannot (or should not) be autocompleted at the time of purchase. It was a great suggestion from users and we’re excited to be able to turn this trigger request around quickly. [![Uncanny Automator Anonymous WooCommerce Triggers](https://automatorplugin.com/wp-content/uploads/2020/09/Automator_anonymous_recipes.png)](https://automatorplugin.com/wp-content/uploads/2020/09/Automator_anonymous_recipes.png) ## Other additions & changes [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/) gets a new “A user renews an expired membership” trigger and [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) includes a new “A user updates an entry in a form trigger”. For users that need them, both triggers open up a lot of automation opportunities. We have also made some important updates for [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/) and sites that update user profiles as an action. For Tutor LMS users, you **must update to Automator Pro 2.7** to maintain compatibility with the latest version of that plugin. We don’t often see plugin developers break compatibility like this, but we know the code changes they made are important and improve the quality of the plugin. They do unfortunately break recipes with the previous version of Automator. And for role changes, we made the default role in the “Update a user action” in WordPress core default to “No change” in the role drop-down. This should help to avoid unintended role changes when users are updated. We have no reports of this actually happening and we haven’t had complains, we were just worried that someone *might* miss the field when setting up recipes. The complete changelog is available at . We appreciate all the feedback we’ve received that allowed us to correct a handful of issues and choose which new triggers and actions to support. The pipeline is still chock full of new triggers, actions and integrations so keep an eye on this space! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator 2.7: Five new integrations!](https://automatorplugin.com/automator-2-7-five-new-integrations/) **Published:** August 26, 2020 **Author:** Ryan Moore **Content:** Today’s release of version 2.7 of the free [Uncanny Automator plugin](https://wordpress.org/plugins/uncanny-automator/) is our biggest since we made it free. We’re adding support for **five** new plugin integrations, and all have new triggers and actions in the free version. Without further ado, read on to learn more about the new plugins we’re now supporting. ## Uncanny Codes It’s about time we started integrating with more of our other plugins, isn’t it? We’ve had [Tin Canny](https://automatorplugin.com/integration/learndash/) support for quite some time, but integrations with our other plugins was really lacking. We’re starting to change that, and today’s release includes a new and very powerful trigger for our [Uncanny Codes](https://www.uncannyowl.com/downloads/uncanny-learndash-codes/) plugin: **A code is redeemed**. That might sound basic, but consider this: now code redemption can effectively do whatever you want it to. Yes, the plugin has a LearnDash dependency (at the time of release, stay tuned!), but this integration opens up incredible possibilities: - When a code is redeemed with prefix XYZ, autocomplete a course - When any code is redeemed, register the user in a [Zoom webinar](https://automatorplugin.com/integration/zoom-webinars/) - When a code is redeemed with suffix ABC, tag the user in Active Campaign and add a membership level to the user For users of our [Uncanny Codes](https://automatorplugin.com/integration/uncanny-codes/) plugin, this is a huge value-add that unlocks the plugin to work in situations well beyond [LearnDash](https://automatorplugin.com/integration/learndash/). And it’s in the free plugin. ## Uncanny Groups This has been a *hugely* popular request from users of our [Uncanny Groups](https://www.uncannyowl.com/downloads/uncanny-learndash-groups/) plugin. More automation was needed, and today we’re delivering on that. The Automator 2.7 release supports these new actions: **Create a group** and **Make the user the leader of a group**. This means webhooks (i.e. other WP sites or non-WordPress apps) can create LearnDash Groups and even assign Group Leaders to the new groups. There are lots of very useful ways these new actions can be used: 1. When a user completes an onboarding course, add them as a Group Leader to their organization’s group so they can start monitoring and coaching their staff. 2. When a user buys an “Instructor” product, add them to a group as a Group Leader. 3. When a customer buys a product, create a new group with their name, 3 specific courses, and 1,000 seats. 4. When a customer buys a product in Shopify, create a new LearnDash group and add the purchaser to the group as a Group Leader. So, yes, this does mean that with the free version of Automator, [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/) users now have support for other ecommerce platforms, support for a high seat count without incrementing quantity, adding Group Leaders to existing groups via purchase, etc. It’s now a much more capable plugin at no extra cost. [![Uncanny Groups and Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/08/Uncanny_Groups_Integration.png)](https://automatorplugin.com/wp-content/uploads/2020/08/Uncanny_Groups_Integration.png) This integration supports creating normal LearnDash groups *and* Uncanny groups (with added support for seat count). When creating the recipe you must choose one or the other. ## Wishlist Member We heard from a lot of early Automator users that support for [Wishlist Member](https://automatorplugin.com/integration/wishlist-member/) was a must-have. We’re pleased to announce that it’s now available! The 2.7 release supports the following: - A user is added to a membership level (trigger) - A user is removed from a membership level (trigger) - Add the user to a membership level (action) These additions let you connect membership levels to almost anything. Complete a series of LearnDash courses, add the user to a “Certified” [BuddyPress](https://automatorplugin.com/integration/buddypress/) group. When a user is added to a “Marketing” student membership level, enroll them in courses, add them to [Zoom meetings](https://automatorplugin.com/integration/zoom-meetings/) and add them to a [LearnDash](https://automatorplugin.com/integration/learndash/) group. ## WP Webhooks This addition is pretty interesting. Uncanny Automator [already supports webhooks](https://automatorplugin.com/knowledge-base/), right? For most users, what we support is probably sufficient, but there is still a *lot* more that can be done with webhooks that Automator doesn’t support. [WP Webhooks](https://wordpress.org/plugins/wp-webhooks/) supports more authentication options, request types, formats, translation options and more. There’s going to be a lot of value with this addition for current users of [WP Webhooks](https://automatorplugin.com/integration/wp-webhooks/), and if you haven’t heard of the plugin before but you move a lot of data between sites, it’s worth checking them out at . The Automator 2.7 release supports “A webhook trigger is triggered” as a trigger. (I know, that’s a lot of “trigger” references, but if you use both plugins it will make sense.) With that, we support these webhook triggers on the WP Webhooks side: - Any trigger - Send data on register - Send data on login - Send data on user update - Send data on user deletion - Send data on new post - Send data on post deletion - Send data on post trash - Send data on custom action [![WP Webhooks & Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/08/WP_Webhooks_and_Uncanny_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/08/WP_Webhooks_and_Uncanny_Automator.png) If you’re looking for more, of course, watch for an upcoming Automator Pro update… ## GiveWP The highest rated and most widely used donation plugin for WordPress, [GiveWP](https://en-ca.wordpress.org/plugins/give/) makes it easy to raise funds on WordPress sites. Today’s 2.7 release adds one trigger: **A user makes a donation via a form**. It’s simple, but it means any donation made can now trigger recipes. Maybe you add donors to a [LifterLMS](https://automatorplugin.com/integration/lifterlms/) course, invite them to a [GoToWebinar conference](https://automatorplugin.com/integration/gotowebinar/), add them to special member-only events. However you want to connect things, Uncanny Automator now supports it. The release also includes a few fixes, and for MySQL 8 users, you’ll definitely need this update. We also made a change so that logs are sorted by most recent activity on the initial load. That’s it for the Uncanny Automator 2.7 release! Don’t forget to let us know how you’re using the new integrations in the comments. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Automator Pro 2.6: Faster and 10+ New Features](https://automatorplugin.com/automator-pro-2-6-faster-and-10-new-features/) **Published:** August 18, 2020 **Author:** Ryan Moore **Content:** The Automator Pro 2.6 release was a long time in the making, and it’s a big enough release that we once again recommend you do some testing on a Staging site before applying it to your live environment. There are tons of changes, especially behind the scenes; we rebuilt some of the engine with performance in mind to slash load times on really large sites. Here are the highlights of the 2.6 release: ## New triggers 1. **Automator Core: A user clicks a magic link**. We have the magic button, now there’s a magic link too! It works the same way: run actions on users when they simply click a link. Enroll them in or unenroll them from courses, webinars, groups, send them an email, or anything else you can imagine. 2. **LearnDash: A user is unenrolled from a course**. Want to follow-up with users that are removed from courses? Maybe losing access to one course means that users should be removed from groups and upcoming events? This new trigger can help. 3. **WP Foro: A user replies to a topic**. This new forum integration allows forum activity to trigger recipes. Give them an award or mark a learning activity complete when a user replies to a specific topic. 4. **Upsell Plugin: A user subscribes to a product**. Subscription purchases can now trigger things like group access, event registration, record transfer to other platforms and more. ## New actions [![Edit User Action for Automator](https://automatorplugin.com/wp-content/uploads/2020/08/Edit_User_Action.png)](https://automatorplugin.com/wp-content/uploads/2020/08/Edit_User_Action.png) 1. **WordPress: Update a user**. This is the new action to get excited about. We have forms that create users and support free plugins, but what about forms to update user details in a really easy way? That’s what the new action is for in the screenshot above. What’s interesting is that all fields are optional and you can update custom usermeta values too. Just want a form to update someone’s last name? No problem. And don’t let the “Role” selection scare you; “No change” is available as an option and it’s what most recipes should use. 2. **MyCred: Reduce the user’s rank for a specific set of points**. It does what it says; when users earn a specific number of points, the rank is reduced. 3. **MyCred: Increase the user’s rank for a specific set of points**. The opposite of #5. 🙂 4. **MyCred: Revoke a number of a specific type of points from the user**. There’s a lot of MyCred in this release. This one revokes points from a user. 5. **MyCred: Revoke all of a specific type of points from the user**. This one is pretty harsh; all points are removed from a user for a specific type of points. 6. **MyCred: Revoke a badge from the user**. Penalize users by taking away their hard-earned badges with this malicious new action. ## New token: Automatic login link This new feature is pretty interesting. Ever wish you could send users a link that they could use automatically log into a site? This new token (that will mostly commonly be used in emails) generates a link that, when clicked, will log the associated user into the site. The link is valid for 7 days or logging the user in once, whichever comes first. It’s a very powerful feature, but use it *very* sparingly and consider the possible implications. Recipes with this token are not recommended for admin users or other roles with elevated privileges. ## Other updates The performance changes under the hood are a culmination of several weeks of development and dozens of test cases across all of our integrations. It’s a big change, so that’s the reason we recommend testing this one on staging sites too. Automator Pro 2.6.0 also changed the name of the “Uncanny Automator” integration type to “Automator Core”, added all registered post types for the “post is updated trigger” and includes a few other back end fixes. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [What's a webhook?](https://automatorplugin.com/whats-a-webhook/) **Published:** June 29, 2020 **Author:** Mark Chaves **Content:** We interact with the internet by way of web browsers and apps using links. We click on a link or type a URL into a browser or app and voilà, a website, image, or search results appears. We get links in emails, from text messages, or via social media posts. We share links with friends, family, colleagues, customers, and everyone else on the planet. These links seem to be everywhere and have become embedded in our daily communication. This might sound radical to you, but websites (and web apps) use links for communication too. They use links to communicate with each other like we use links to connect with them. A website can ask another site to perform some kind of action just by using a link. An action can range from sending an SMS message or posting something to social media to creating an invoice or enrolling you in a course. ## What are webhooks? As you might have guessed, the links that websites and web apps use to talk to each other are not your ordinary links. These are special links powered by a technology called webhooks. The term webhook came from a programmer named Jeff Lindsay. In 2007, he described a webhook as a “callback over HTTP”. In plain English, when something happens, send or post information using a link to an interested web site or app. ### Breaking it down Let’s cover the basic terminology, so we’re on the same page. - **Webhooks**: A framework that allows two or more websites and web apps to communicate using a standard HTTP request (link aka payload link). - **Payload link**: A URL provided by the site or app that will receive the data. This can also be called an **endpoint** in API lingo. - **Sender**: A site or app that uses a payload link to send information to the site or app that provided the payload link. - **Receiver**: A site or app that provides a payload link (its phone number if you will). The receiver does the action part of a webhook. The receiver can use data passed through a payload link to perform an action. - **Payload**: The data posted or sent to the receiver using the payload link. - **Trigger**: An event that causes a post to the payload link. - **Action**: The activity that takes place when a post is received. Now, we’ll put it all together using a food delivery scenario to help illustrate the concept. ### A food delivery analogy One day, a paper flyer slides under your door. It’s a food menu from a restaurant that delivers meals. The flyer has a phone number to call for placing orders. The next day, you’re hungry and want to call in for food (trigger). You decide to use the flyer you got yesterday. You review the menu and make your selections. Then, you (sender) dial the phone number (payload link) on the flyer. A friendly voice on the other end (receiver) takes your order, location details, and payment information (payload). The food is prepared, sent, and delivered to your door (action). You sit down and enjoy your meal. Life is good. It’s important to note that it’s highly unlikely the restaurant is calling you every 5 minutes to see if you want to place an order. Hold that thought. We’ll see the significance of this coming up next. ## How are webhooks different from APIs? If you are a web developer, this is an excellent interview question to be able to answer. It’s a bit of a trick question because webhooks are a type of an application programming interface (API). If you look up the definition for REST API, it will look almost identical to a webhook. ### Push versus pull What sets webhooks apart from its predecessors and contemporaries is how they behave. Webhooks are triggered when something new happens rather than polling to check if something has happened. This sounds subtle at first, but it’s kind of a big deal. Let’s do a quick flashback to our food delivery example. What if the delivery person didn’t have direct access to your front door? If so, there are two different ways we can find out when our food has arrived. We can either walk out to the curb every 5 minutes to see if the delivery person is out there—we’re polling for information. Or, we can get a text message (pushed to us) that says, “Your food’s here! ;-)” the moment the food arrives. By nature, webhooks are considered real-time or near real-time processes. Webhooks push data or notifications as things happen. APIs (including REST) need to continually ping a site or app to see if anything’s changed. ### The “programming” in API To be fair, we should compare webhooks with more traditional APIs. APIs were originally designed for developers to communicate with and extend other applications. The Asana app, for example, provides a public set of functions that third-party programmers can call to make their application *interface* with Asana. Then, the third-party programmers could write code to call the specific API functions they need from Asana. Here’s a Node.js code snippet that retrieves a list of Asana workspace memberships for a given user. ![Asana API code snippet](https://automatorplugin.com/wp-content/uploads/2020/06/webhooks-asana-node-snippet-793w.jpg) Webhooks, on the other hand, are usually set up using a standard web form without any coding. You simply define your trigger, grab the payload link, specify your parameters, set up your action, and hit the save button. Below is an image of setting up a webhook to receive data in an [Uncanny Automator recipe](https://automatorplugin.com/knowledge-base/recipes/). ![Webhook screen capture for Automator site-to-site connections](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-wordpress-webhook-trigger-completed-793w-1.jpg) ## Why use webhooks? If you’ve followed along so far, you’re probably on the verge of an *aha* moment. The game-changer advantage of webhooks is this: they can make your life easier! If you take advantage of webhooks, you can say goodbye to manually repetitive tasks and complex APIs that can bog down your business. Here are some things to consider when deciding whether or not a webhook applies to your situation: - **Automation**: As we just mentioned, webhooks are perfect for automating those manual tasks that are repetitive and suck up your precious time. Do you really want to keep copying and pasting your email campaigns to every social media channel you have? - **Communication**: Webhooks are a popular go-to strategy for sending notifications and alerts. You can use webhooks to notify you when your customers update their profile, when your competition publishes a new post, or when your new webinar is almost fully booked. The list is endless. - **Push versus pull**: If you don’t need to ask for information at regular intervals 24 hours a day, then a webhook is better. Only getting notified about something as it happens is where webhooks excel. It’s the difference between “Are we there yet? Are we there yet? Are we there yet?” and “We’re here!” - **Code debt**: Let’s say you need to integrate with an app. The app gives you two choices. One choice is to code your integration using its traditional API. The second choice is to use a UI for setting up a webhook. If a webhook does the job, then you’re done. You don’t have to invest time, money, and resources to do a code development project. Writing code isn’t a bad thing. But, why create the extra overhead and [code debt](https://www.agilealliance.org/introduction-to-the-technical-debt-concept/) when you don’t need it? ## What can you do with webhooks? A webhook use case can be as simple as [Mailchimp](https://mailchimp.com/) adding a new subscriber from an opt-in form. Or, they can be as complex as a multi-step workflow to enrol course participants, invite them to a welcome webinar, register them to a group forum, and send them a customised confirmation email. Here’s a short list of curated use cases we think will get your creative juices flowing: - [Uncanny Automator](https://automatorplugin.com/pricing/) customers use [webhook recipes](https://automatorplugin.com/connect-multiple-wordpress-sites-together/) to automatically register and enrol students in courses on an LMS site after the course is purchased on a [WooCommerce](https://woocommerce.com/) site. - [Netlify](https://app.netlify.com/) provides webhooks for their customers to use to automatically trigger new application builds and deployments. - [Microsoft Azure](https://azure.microsoft.com/en-us/) uses webhooks to automatically create cards and lists in Trello to respond to operational events. ## Webhook tools We’re not going to list every tool that uses or supports webhooks. But, we’ll give you some of the most popular ones we know of to whet your appetite. #### Zapier [Zapier](https://zapier.com) has been referred to as one giant webhook. This is a generalisation, of course. Nevertheless, Zapier does support sending and receiving data through webhooks. That’s in addition to integrating with more than 2,000 apps at the time of writing. You can create webhook enabled Zaps directly from the Zap editor. #### Uncanny Automator With Uncanny Automator, you can create recipes that send and receive data using webhooks for a WordPress site. Automator supports 32 WordPress plugin integrations at the time of writing. For even more integration possibilities, Automator can work with [Zapier](https://automatorplugin.com/how-is-automator-different-than-zapier/) by way of (you guessed it) webhooks! You can have your Automator recipes harness the power of webhooks with a few simple settings. There’s absolutely no coding required. #### Integromat [Integromat](https://www.integromat.com/) has a unique way of creating what they call scenarios (workflows) and modules (triggers and actions). Their advanced UI makes them stand out from the competition. With Integromat’s UI, you can choose from instant trigger webhooks, create custom webhooks, and even create custom webhook responses. #### Twilio [Twilio](https://www.twilio.com/) uses webhooks to let you know the status of your SMS messages. Twilio can even tell you if your message was read on WhatsApp. #### Slack [Slack](https://slack.com/) has extensive support for webhooks built into the app. There are also APIs for developers so they can extend Slack webhooks to their apps. Just in case you didn’t think that was enough, Slack has a GUI driven [Workflow Builder](https://slack.com/features/workflow-automation) for creating workflows using webhooks. #### WordPress forms plugins Some WordPress forms plugins such as [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) and [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/) have add-ons that support webhooks. Think about it. With webhook support, you can have your form trigger email drip campaigns, onboarding workflows, or create and assign project tasks. Again, the possibilities are too numerous to list here. ### Tools for testing webhooks Use these two sites to generate test payload links that you can send data to. Then, inspect what the test webhook received. - [Webhook.site](https://webhook.site/) - [RequestBin.com](https://requestbin.com/) ## Conclusion We hope this overview helps reveal to you the superpowers of a webhook. After reading this article, you should have a better understanding of: - What a webhook is and what they can do. - The terms that define a webhook. - What webhooks bring to the table compared to competing technologies. - The use cases where if webhooks are used, can make life a lot easier. The bottom line is, if your site or app needs an immediate alert when an event occurs, then webhooks should be high on your list of options. With this new awareness, we look forward to seeing what you’ll create with webhooks. ![author avatar](https://secure.gravatar.com/avatar/e237c2d23fd717ca792f0c6a76d0aacedec4a336efb6aa65cfabf1db5fac6f6f?s=300&d=mm&r=g) Mark Chaves Mark slung code for Fortune 500 companies in a previous life. Now he's a freelance photographer, writer, and web developer based in Bali, Indonesia. [See Full Bio](https://automatorplugin.com/author/mark/) [ ](https://automatorplugin.com/author/mark/) **Categories:** Best Practices --- ### [How is Automator different than Zapier?](https://automatorplugin.com/how-is-automator-different-than-zapier/) **Published:** June 7, 2020 **Author:** Mark Chaves **Content:** Making a business website usually means having a lot of moving parts work together. Just think of some of the things that your site would need to support your business. You’d need the ability to create accounts, provide a shopping cart for purchases, a way to add people to a mailing list, forms for contacting you, and more. The beauty of creating your site with WordPress is that it’s open and flexible. You can add all of these little features, and with its thousands of plugins, there’s almost a product for every need. You want everything to be seamless on the site though and to give users a consistent and cohesive experience, and to do that you need to make sure all of the pieces on your site work together. Let’s take a look at how this might work on a website for a photography business. For starters, you’ll want an image gallery for your photos. Then, it would be super to have a blog, so you can share the stories behind the photographs and give free tips. What about a contact form? People need to reach you, so there must be a form that can take submissions and notify you. How about an events calendar to schedule your exhibitions? Next thing you know, your customers are asking you for a newsletter and want you to have a forum for discussions. Eventually, you decide to sell your photography through your site and even offer online photography courses. As you can see, as your business expands so does your website. Your site evolved from one component (the image gallery) to a total of seven. Luckily, WordPress has multiple plugins for all of these components, so it’s easy to drop them in and start using them! At the time of writing, there are over 55,000 WordPress public plugins (and many more private, paid plugins) available to help you customise and extend your website. WordPress has plugins for: - Image galleries. - Contact forms. - Events calendars. - Newsletter subscriptions. - Online forums. - E-commerce. - Learning management systems (LMS). Now the question is, can all these plugins work together in a seamless and automated way? Can they send data to other sites, so you can manage your mailing list in a CRM and order details in your favourite accounting software? That’s where automation tools like [Uncanny Automator](https://automatorplugin.com/) and [Zapier](https://zapier.com/) can help. They both excel at integrating applications and automating repetitive and tedious tasks. In this article, we’ll cover how Automator and Zapier are different. The more you understand about the differences, the better you can leverage their respective strengths to make your life easier. ## The key differences The biggest key difference is that Uncanny Automator runs inside WordPress and connects plugins together (and to external sites and apps). [Zapier](https://zapier.com/) is a cloud application, managed and hosted by a third party, that connects more than 2,000 apps together. > Think of it (Uncanny Automator) like Zapier but specifically for WordPress plugins. —[The Events Calendar](https://theeventscalendar.com/knowledgebase/k/uncanny-automator/) Here’s a list of key advantages that Automator has over Zapier: - **Automator specialises in integrating WordPress plugins**. At the time of writing, [Uncanny Automator Pro](https://automatorplugin.com/pricing/) integrates with 26 WordPress plugins (some of them with support for dozens of triggers and actions). Zapier integrates with eleven (and in very different ways). See the comparison table below. - **You have control of your data**. Automator isn’t a software as a service (SAAS). It doesn’t need to store your data externally in the cloud, your data doesn’t need to be sent to another country, and it isn’t stored with third-party vendors as Zapier does. We’ll dive into this more in a bit. - **You can create multi-step recipes with Automator’s free plugin**. You can have one or more actions using any version of Uncanny Automator. Multi-step Zaps are available only in Zapier’s paid plans. - **There’s support for multiple triggers in one recipe**. In real life, any number of events can trigger an action. Automator has had built-in support for more than one trigger since the beginning. With Zapier, you can have only one trigger in each Zap. - **There’s a lot less logging in to do**. With Automator, once you log into your /wp-admin/ dashboard, there’s no need to log in to anything else every time you want to integrate two plugins together. Not so with Zapier. For security reasons, you’ll need to authenticate yourself with Zapier first, then again for every app you integrate with. This is a necessary evil with Zapier, but it gets old real fast. - **Automator has *native* access to WordPress APIs, hooks and functions**. Unlike Zapier, Automator does not email temporary plain-text passwords into the wild when you add a new WordPress user. Nor do you have to integrate with a third-party app like Gmail just so you can send customised email notifications from your own email address. - **You can have as many recipes as you want and run them as many times as you need to**. Both Automator and Zapier unlock premium integrations with their paid tiers. Zapier imposes limitations on how many Zaps you have and how many tasks you run for each pricing plan. Automator does not limit how many recipes you create and how many times you run them. You can run millions of automations each month, all triggered instantly, with even the free version of Automator. - **Automator integrates with Zapier**. You can have ultimate flexibility by combining both products; Automator supports Zapier triggers and actions. This means that you can continue using Zapier, as you already do, but with all the benefits of Automator via trigger plugin integrations and more complex recipes. This opens up the possibility of having your plugins talk to thousands of apps through Uncanny Automator’s [Zapier integration](https://automatorplugin.com/integration/zapier/). ![](https://automatorplugin.com/wp-content/uploads/2020/06/wordpress-plugins-automator-zapier-comparison-table-2-793w.jpg) *Note that the chart above covers native integrations, not integrations via additional add-ons.* ## Choosing the right tool for the job Having thousands of integrations may sound great. But, it’s more important to have the actions and triggers you need to run your business. Using our photography site example, here’s a real-world scenario to illustrate this. ### A webinar event scenario We want to send out an [Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) invitation for an upcoming photo editing webinar to anyone who: - Purchases one of your images from your [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) (EDD) store. - Visits your *A beginner’s guide to photo editing* blog post. - Clicks on a link in your newsletter that features photo editing. #### The trade-offs You might have noticed that this is a multi-trigger recipe or workflow. We already mentioned that Zapier can’t do more than one trigger in a single Zap. Furthermore, Zapier doesn’t integrate with the Events Calendar and EDD plugins. So, Automator is the logical (and only) choice here unless you want to write a lot of integration code. ### Following up Now, let’s take care of your webinar participants after the webinar is over. When the webinar is over, we want to: 1. Create a webinar survey form using your [Forminator](https://automatorplugin.com/integration/forminator/) plugin. 2. Email the participants the survey link on your site. #### The trade-offs Let’s say you used Zoom for your webinar, and you’d like to send a follow-up email the day after the webinar. Here’s where you can get Zapier to help. You can create a *delayed* Zap to email the survey link. Why don’t we give special attention to the participants who filled out the survey? Zapier doesn’t support Forminator. That means you’ll need Automator to reward your survey submitters. ### The icing on the cake Using Automator, when a participant completes your Forminator survey, you can: - Gift the participants a photography class from your [WP Courseware](https://automatorplugin.com/integration/wp-courseware/) course catalogue. - Subscribe the participants to your [BuddyPress](https://automatorplugin.com/integration/buddypress/) photography group forum. - Send a welcome email to the participants with instructions for creating their account and logging in. #### The trade-offs Again, Automator has the advantage here. Uncanny Automator supports WP Courseware and BuddyPress. Zapier does not. If you’re running Uncanny Automator Pro, you can simply make a [recipe](https://automatorplugin.com/knowledge-base/recipes/) with a Forminator trigger that: - Creates a WordPress account for the participant. - Enrols the participant into your WP Courseware course. - Subscribes the participant into your BuddyPress photography forum. - Sends a custom confirmation email with logging in information. We cover this type of workflow in more detail in our [Connect multiple WordPress sites together](https://automatorplugin.com/connect-multiple-wordpress-sites-together/) blog post. Before moving on, here’s a quick word on using Zapier’s new built-in emails. Just because Zapier can now natively support emails doesn’t mean you should use them for your public-facing emails. Unfortunately, the Zapier email system screams system-generated (i.e., the dreaded no-reply) emails! ![Zapier no-reply email example](https://automatorplugin.com/wp-content/uploads/2020/06/zapier-email-no-reply-address-test-clean.png) Automator uses the WordPress admin email address as the default sender. With only a point and click, we can add the recipient’s name and a reset password link to an Automator email notification. ![Automator WordPress reset password link email](https://automatorplugin.com/wp-content/uploads/2020/06/automator-registration-email-reset-password-link-2-clean-743w.png) ## Data concerns There were over 4 billion *reported* [data records breached](https://us.norton.com/internetsecurity-emerging-threats-2019-data-breaches.html) in 2019. That’s more than a 50% increase from 2018. Last year, the Capital One breach alone exposed 106,000,000 financial records because of an unsecured Amazon cloud S3 bucket. Zapier uses S3 buckets on Amazon’s AWS servers. According to their [privacy statement](https://zapier.com/help/account/data-management/data-privacy-at-zapier), Zapier can keep your data for several months or as long as the data needed. For sites that want to keep their user data restricted to other companies, this is another big concern. ### Phoning home Using Zaps means you’re exchanging your data between Zapier and the third-party applications that your workflow integrates with. This kind of data exchange is affectionately called “phoning home”. Automator recipes, on the other hand, don’t need to phone home because they’re already there. All your plugins, including Uncanny Automator, are installed and activated on your WordPress site. Data is shared internally—there’s no need to go outside with Automator. Unless of course, your recipe uses Zapier or webhooks to connect with external apps. ## Conclusion That’s a lot to take in. Let’s summarise the important takeaway points: - Uncanny Automator specializes in connecting WordPress plugins together and to other platforms (including other WordPress sites as well as non-WordPress apps). - Zapier excels in providing B2B app integrations but has limited WordPress plugin support. - Automator does not need to share your data with any third-party vendors. - Zapier needs to store your data with a third party for your Zaps to work. - Automator does not limit how many recipes you can create or how many times you can run them; there’s no cost per automation either. - Zapier limits how many Zaps you can have, how many tasks you can run, and how long it takes to update your data depending on the pricing plan you have. - Automator has direct access to WordPress data and native plugin support. - Zapier supports delayed and conditional Zaps. Automator does not yet support conditions or delays (except via the WP Fusion integrations). - Uncanny Automator supports integration with Zapier—extending your website’s ability to exchange data with thousands of apps outside of WordPress. Which is better, Automator or Zapier? That depends on your needs. When it comes to automating your workflow for your WordPress website, Uncanny Automator offers direct access to many popular WordPress plugins. Going outside of your site by using Zapier to integrate two plugins installed on your site wouldn’t be as efficient if you just need to connect things inside WordPress. Zapier offers far more integrations, and the support for conditions and delays is compelling. For some simple recipes and use cases, using Zapier alone may be the best solution. At the end of the day, however, there is no need to choose between the two products. Uncanny Automator integrates seamlessly with Zapier, allowing the best of both worlds and support for dozens of WordPress plugins and thousands of non-WordPress apps. ![author avatar](https://secure.gravatar.com/avatar/e237c2d23fd717ca792f0c6a76d0aacedec4a336efb6aa65cfabf1db5fac6f6f?s=300&d=mm&r=g) Mark Chaves Mark slung code for Fortune 500 companies in a previous life. Now he's a freelance photographer, writer, and web developer based in Bali, Indonesia. [See Full Bio](https://automatorplugin.com/author/mark/) [ ](https://automatorplugin.com/author/mark/) **Categories:** Uncanny Automator --- ### [New Integrations: Groundhogg and Twilio](https://automatorplugin.com/new-integrations-groundhogg-and-twilio/) **Published:** July 13, 2020 **Author:** Ryan Moore **Content:** Continuing our streak of big weekly announcements, today’s [Automator Pro 2.5](https://automatorplugin.com/pricing/) release includes 2 new integrations: [Groundhogg](https://automatorplugin.com/integration/groundhogg/) and [Twilio](https://automatorplugin.com/integration/twilio/). We’re really excited about both of these integrations. [Groundhogg](https://wordpress.org/plugins/groundhogg/) is a growing solution for delivering marketing automation and CRM solutions right inside WordPress; no external tools are required. It offers some very powerful automations with stellar support and customer feedback (55 of the 56 public reviews for the free version are 5 stars!). They’ve also been big supporters of our work on Automator (thanks Adrian!) and we’re really excited to be able to open up more integration possibilities for their users. And they’re based in Toronto too! [Twilio](https://www.twilio.com/) is a well known solution for sending SMS messages. With the new API connection system we introduced for our webinar plugin integrations, it’s easy for us to support more third-party tools like this. Just enter your API info and phone number in the twilio API settings and you’re all set to have your recipes send SMS messages! We think it’s pretty exciting that almost any WordPress behaviour can now trigger text messages to users or any number you want. ## Groundhogg integration support We want to preface this by saying that the *really* exciting [Groundhogg](https://automatorplugin.com/integration/groundhogg/) features will be in the next release of the free Automator plugin. It’s only a week away, so you won’t have to wait too long to make the most of the Groundhogg integration! In today’s Pro 2.5 release, we’re adding these 2 triggers: - A tag is added to a user - A tag is removed from a user [![Groundhogg triggers for Automator](https://automatorplugin.com/wp-content/uploads/2020/07/Groundhogg_Triggers_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/07/Groundhogg_Triggers_for_Automator.png) Even with that preliminary support there are a ton of interesting recipe combinations now possible. Here are a few ideas to get started: - When a “New Student” tag is added, enroll the user in an onboarding course, add them to a [LearnDash](https://automatorplugin.com/integration/learndash/) Group and add them to an upcoming [Zoom webinar](https://automatorplugin.com/integration/zoom-webinars/) (without going through Zapier!). - When an “Alumni” tag is removed, revoke a [MemberPress](https://automatorplugin.com/integration/memberpress/) membership level and remove the user from a [BuddyPress](https://automatorplugin.com/integration/buddypress/) group. - When an “Advanced User” tag is added, mark the first 3 courses in a series as complete so the user can jump straight to advanced topics. You can even do things like link tags to gamification, pop-ups, memberships and more. We’re pretty excited, but wait until you see the upcoming Automator 2.6 release! ## Twilio support Uncanny Automator 2.5 adds a single action for [twilio](https://automatorplugin.com/integration/twilio/), which is exactly what you would expect: - Send an SMS message to a number It’s simple, but it means a whole new way to send notifications for your WordPress site. Using this integration requires that you set up API details on both the twilio and Automator side, but once that’s in place you can include SMS notifications in any of your recipes. Messages can be sent to the user associated with the recipe or any number that you want. [![Twilio SMS for WordPress](https://automatorplugin.com/wp-content/uploads/2020/07/Twilio_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/07/Twilio_for_Automator.png) ## Other triggers and actions The 2.5 release doesn’t stop with the new integrations, we’re also adding **7** other new triggers and actions for existing integrations that open up a ton of opportunities. Here’s the list: 1. WordPress Trigger: A post is updated 2. WordPress Trigger: A user resets their password 3. BuddyPress Action: Remove the user from a group 4. wpForo Trigger: A user replies to a topic in a forum 5. WooCommerce Trigger: A user purchases a product with a tag 6. WooCommerce Trigger: A user purchases a product in a category 7. WooCommerce Trigger: A user purchases a variable product with a variation selection All of these additional triggers and actions were added at the request of current Automator users. We appreciate all of the feature requests that come in; it’s how we decide what to include in new releases. If you’re a current user of the free plugin, don’t forget to upgrade to get the new integrations, triggers and actions announced here today! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integrations: myCred and wpForo](https://automatorplugin.com/new-integrations-mycred-and-wpforo/) **Published:** July 2, 2020 **Author:** Ryan Moore **Content:** We’re excited to introduce 2 new integrations to the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/): [myCred](https://automatorplugin.com/integration/mycred/) and [wpForo](https://automatorplugin.com/integration/wpforo/). [myCred](https://wordpress.org/plugins/mycred/) is a popular point management, gamification and rewards plugin for WordPress. With an install base of over 20,000 sites and a 4.6 average rating on WordPress.org, it’s a great solution for setting up and managing a digital rewards system to promote user engagement. [wpForo](https://en-ca.wordpress.org/plugins/wpforo/) is a widely used forum plugin for WordPress. With a robust feature set and also over 20,000 installs, it’s an elegant discussion platform that makes it easier to build community features on WordPress sites. Both are free plugins with available premium add-ons for more features. ## MyCred integration support The Automator 2.5 release adds these actions to recipes: - Award a badge to the user - Award a rank to the user - Award points to the user [![MyCred Actions for Automator](https://automatorplugin.com/wp-content/uploads/2020/07/MyCred_Actions_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/07/MyCred_Actions_for_Automator.png) As always, these actions can be initiated by any trigger (and combination of triggers) supported by Uncanny Automator. Here are a few integration ideas: - When a user is added to a specific group and completes a series of 3 courses, award a special badge. - When a user buys a product on another platform, award points to the user based using an incoming webhook. - When a user submits a form containing a specific value, award a rank. There are many other possibilities, but hopefully those give you some ideas! Stay tuned for even more myCred support in the upcoming Pro release. ## wpForo integration support Uncanny Automator 2.5 adds support for this new trigger: - A user creates a new topic in a forum And these actions are now supported: - Set a user’s reputation - Add the user to a group [![wpForo Actions for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/07/wpForo_actions_for_Uncanny_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/07/wpForo_actions_for_Uncanny_Automator.png) Triggering recipes with new topic posts (to a specific or any forum) is straightforward enough, but let’s explore the actions a bit more. A user’s reputation normally shows how active users are across [wpForo](https://automatorplugin.com/integration/wpforo/) forums; it’s a simple measure of engaged forum participants. With the new Automator integration, you can override that based on other factors. Perhaps course completions should instead be a driver of a user’s reputation, or maybe it should be based on form submissions and values within a form. It could even be that a combination of purchases, site activity, number of logins, and even quiz scores that set the forum reputation. Usergroups in wpForo control permissions and capabilities. Typical groups include admins, moderators, registered users, guests and customers. With the Automator integration, groups can be set automatically based on other conditions instead of by an admin. Perhaps an application form and successful subscription purchase add a user to a Moderator group, or maybe it’s only assigned after the user has been through a series of introductory courses to prepare them to be a Moderator. ## More announcements coming soon Today’s release also includes some performance improvements that will could help larger sites using BuddyPress and there are a few miscellaneous fixes. It’s an interesting release that will get even more powerful when we get Pro 2.5 out, which our team is hard at work on now. We hope you find today’s new features useful to your site! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integrations: GoToWebinar, GoToTraining and Zoom](https://automatorplugin.com/new-integrations-gotowebinar-gototraining-and-zoom/) **Published:** June 22, 2020 **Author:** Ryan Moore **Content:** Uncanny Automator began in 2018 as a way to personalize self-directed elearning, and today’s 2.3 release takes that learning journey to the next level: support for live training. We’re excited to announce Uncanny Automator support for [Zoom](https://automatorplugin.com/integration/zoom-meetings/) Meetings, [GoToWebinar](https://automatorplugin.com/integration/gotowebinar/), and [GoToTraining](https://automatorplugin.com/integration/gototraining/). All 3 are popular tools for delivering online training and hosting virtual conferences right now. We wanted to make it even easier to integrate those tools into your WordPress site. ## Automating Zoom, GTW and GTT webinars The most obvious use case for webinar registration support in Automator is probably linking registration to product purchase. A customer buys a product or membership level, they get enrolled in a webinar or series of webinars. A subscription expires, they get removed from webinars. There are some very interesting training applications as well. A user must complete a course, and only *after* course completion are they added to a webinar. A user attends a live event, then is automatically enrolled in a series of self-directed courses and webinars. A user joins a group or membership level, they’re added to an introductory live event. The new integration is going to save a *lot* of training time for organizations with scenarios like this. ## Setting up webinar actions In order to support direct integration with new webinar services, we needed to build a new system for Automator to connect to third-party applications. That’s why you’ll see new tabs on the Settings page for entering details about each service you want to connect to. Here’s what it looks like: [![Zoom webinars for Automator](https://automatorplugin.com/wp-content/uploads/2020/06/Zoom_settings_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Zoom_settings_for_Automator.png) For security and ease of use, connecting to webinar platforms does require setting up a developer application. It is straightforward though, you can do it in 10 minutes, and there are detailed instructions here: . Once that’s complete, just paste the Consumer Key and Consumer Secret values into the appropriate Settings tab. Once a valid connection is established to a webinar app, it will be added as an integration to the Actions section of your recipes. The Pro 2.3 release includes these new actions for webinars: - Zoom: Add the user to a meeting - Zoom: Remove the user from a meeting - GoToWebinar: Add the user to a webinar - GoToWebinar: Remove the user from a webinar - GoToTraining: Add the user to a training session - GoToTraining: Remove the user from a training session In all cases, actions must be mapped to existing meetings, so make sure to create the meetings or webinars *before* you create the recipes. Automator cannot create meetings. ## New Tutor LMS support Last week’s addition of [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/) to the free Automator plugin was exciting, but today’s Pro release adds even *more* triggers and actions. Here’s what’s included in Pro: - New trigger: The user is enrolled in a course - New trigger: The user achieves a percentage greater than, less than or equal to a value on a quiz - New action: Mark a lesson complete for the user - New action: Mark a course complete for the user - New action: Enroll the user in a course [![Tutor LMS Actions for Automator](https://automatorplugin.com/wp-content/uploads/2020/06/Tutor_LMS_actions_for_Automator.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Tutor_LMS_actions_for_Automator.png) These new capabilities open up a *lot* of possibilities for Tutor LMS users. Between the two Automator releases, recipes like these are now possible: - When a student passes a pretest, mark the entire course complete. - When a student completes one course, enroll the user in the next course in the series, redirect them to the course and send them an email notification about the new course access. - When a user registers for an event, enroll them in an associated elearning course. - When a student buys a WooCommerce product on one site, create the user, enroll them in a series of courses and send them access information for a *second* WordPress site running Tutor LMS. ## New BadgeOS integrations The introduction of [BadgeOS](https://automatorplugin.com/integration/badgeos/) added many new recipe possibilities, but today we’re adding a lot more for Pro users. A new “User earns an achievement” trigger is now available, and these three new actions have been added: - Revoke a rank from the user - Revoke a number of a certain type of points from the user - Revoke all of a certain type of points from the user That’s it for the Automator Pro 2.3 release! We hope you like the new additions. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Create registration forms with free forms plugins](https://automatorplugin.com/create-registration-forms-with-free-forms-plugins/) **Published:** April 22, 2020 **Author:** Ryan Moore **Excerpt:** Learn how to create a registration form with Uncanny Automator Pro using free form plugins (WPForms is featured) and then connect that form to other plugins and apps automatically. **Content:** Chances are you’re here because your WordPress site needs a registration form. You’ve got a hot eLearning course, a new webinar, or a guided 30-day challenge and your customers want to sign up. This means we need to create accounts for people to access your offerings, to keep their data secure, and to track their activities. So, your registration form needs to do at least two things for each subscriber. First, it needs to create a WordPress user. Second, it needs to email a confirmation that includes a way to set up a password. ## Registration form options Unfortunately, you’re finding out that there isn’t a solution that works for you. Maybe there are a couple of plugins or add-ons that seem like a good fit. But, we want to avoid getting yet another plugin that’s locked into only one solution. Software that can work with one vendor only is called vendor lock-in. Vendor lock-in is like buying a pair of shoes that can only be worn with one outfit in your entire wardrobe. Here are examples using three popular form plugins: 1\. Using [Caldera Forms](https://calderaforms.com/), you’ll need to purchase their Users add-on. The add-on might fit your budget, but it can only work with Caldera Forms. 2\. [Contact Form 7](https://contactform7.com/) (CF7) doesn’t support user registrations. There is a plugin called Frontend Registration – Contact Form 7. It hasn’t been updated in six months and will be locked in with a plugin that can only work with CF7. 3\. With the [Formidable Forms](https://formidableforms.com/) plugin, you’ll need to buy the pro version first. Then you have to install their User Registration plugin. Is this starting to sound familiar? Instead of being locked in, we’d like to have a solution that is flexible and scalable. More importantly, switching to a completely different plugin could be a deal-breaker. What if we need to keep the free forms plugin we have now and can’t afford to spend time shopping for something else? ## A flexible and scalable plugin solution What if we could have a plugin that can: - Allow you to keep your free contact form plugin but turbocharge it to be a fully functioning registration plugin. Then, you don’t have to shop around for another solution. - Or, say you’ve already invested in building Caldera, CF7, Formidable, and even Ninja signup forms. They’re doing the job of taking in user details. But, your registration process isn’t fully automated. Meaning, you’ve got to spend valuable time manually creating WordPress accounts for each sign-up. We want something that can automate our existing registration process. - Hang on. What if this plugin could do more than registering a user. Why not have it automatically add a user to an introductory course or to a group forum or even an email campaign? Well, hold on to your hats. There is such a thing. It’s called [Uncanny Automator Pro](https://automatorplugin.com/pricing/). In this article, we’ll show you how to create a registration form with Uncanny Automator Pro using freely available forms plugins. When we’re done, you’ll see how you can leverage your existing form solution instead of replacing it! Here’s what we will cover: 1. Creating a registration form using the free version of [WPForms ](https://wpforms.com/)called WPForms Lite 2. Automatically creating a new WordPress user with an Uncanny Automator recipe 3. Setting up the Uncanny Automator recipe to automatically email a confirmation complete with a reset password link ## 1. Creating a registration form using WPForms With more than [3 million installs](https://wordpress.org/plugins/wpforms-lite/) at the time of writing, WPForms is a heavy favourite on WordPress.org. It’s billed as “the world’s best drag and drop WordPress forms plugin.” Its coveted 5-star rating makes it the best-rated plugin in its class. Let’s get started. There are two main steps. The first step is to build our form so we can gather the registration input. The second is to make our [recipe ](https://automatorplugin.com/knowledge-base/recipes/)(triggers and actions) that will register the user in WordPress. ### Build the Form From your /wp-admin/ dashboard, navigate to **WPForms** > **Add New**. ![Add a new WPForms form](https://images.storychief.com/account_2819/automator-wpforms-new-454w_c5aa0a350a77115b6aa14332ac696606_800.png)On the **Select a Template** page, name the form “WPForms – Simple Registration Form”. Select the **Simple Contact Form** template. In the **Fields** editor pane, delete the **Comment or Message** field text area. Change the submit button to “Register”. Your form should look similar to this. ![Completed WPForms registration form](https://images.storychief.com/account_2819/automator-wpforms-simple-edit-793w_5cf8fedf898881264c9d52e48a9c56b9_800.png)Click **Save** to save your changes. Now that you have a form, we can add it to a page using the shortcode or the WPForms Gutenberg block. Then, we’ll see something like this: ![Posted WPFormS registration form](https://images.storychief.com/account_2819/automator-wpforms-form-page-793w_eab447b408683e200f33ed1929eba20e_800.png)Nice work! We’re ready to move on to step number 2. ## 2. Automatically creating a new WordPress user with an Uncanny Automator recipe ### Make the Uncanny Automator Recipe From your /wp-admin/ dashboard, navigate to **Uncanny Automator** > **New Recipe**. ![Uncanny Automator v2.1.4 add new recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-new-v214-277w.png) Select **Anonymous** for the recipe type. This needs to be anonymous because we want to create a new WordPress user. Logged-in users cannot create new users. Click **Confirm**. ![Anonymous trigger](https://images.storychief.com/account_2819/automator-recipe-type-selection-anonymous-454w_d550ffd2c4995ff82a7df73542c8bb42_800.jpg)Learn more about [Anonymous ](https://automatorplugin.com/knowledge-base/anonymous-recipes/)recipes.Name your recipe “Simple registration form using WPForms”. Select **WPForms** for the integration. We can only have one trigger for an anonymous recipe. ![Uncanny Automator recipe](https://images.storychief.com/account_2819/automator-recipe-anonymous-trigger-wpforms-793w_f3a1e914650b67c0d5f171b44b9af1d9_800.png)For the trigger, select **A WP Form is submitted**. ![Creating a trigger for an Uncanny Automator recipe](https://images.storychief.com/account_2819/automator-recipe-anonymous-trigger-wpforms-selection-793w_fd89fd3ade9e3880b844c5af89a7891e_800.png)For the form, choose our **WPForms- Simple Registration Form** that we made in step 1. ![Creating a trigger](https://images.storychief.com/account_2819/automator-recipe-anonymous-trigger-wpforms-selection-2-793w_2e687f174a869ac8565d8aba6b1a2c52_800.png)Next, select **New User**. ![New user selection action for Uncanny Automator recipe](https://automatorplugin.com/wp-content/uploads/2020/06/automator-action-new-user-649w.png) You should now see a form displaying the standard WordPress user account fields: first name, last name, email, username, display name, password, and roles. We’re only going to fill in the required fields. We’ll grab the email from our WPForms form and we’ll want the username to be the same as the email. Let’s do the email together. Leave the **First name** and **Last name** fields blank. Click on the asterisk icon (\*) on the right-hand side of the **Email** field. This is the token selector. Tokens act like *handles* to the data in the form. Tokens will get filled in later with actual values when the form is submitted. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) Again, for the **Email** field for our new user, we want the **Email** to from our WPForms form. Select **WPForms- Simple Registration Form** that’s highlighted in blue. From the dropdown menu, click on **Email**. You’ll see the email token appear in the text field above. Follow the same steps for the **Username** field. ![Set user data](https://images.storychief.com/account_2819/automator-recipe-anonymous-wpforms-set-user-email-793w_cfa87e3f871d57e95f6a2f8ce85aacbe_800.png)Leave the **Display name** blank. For the password, we want the user to reset it before logging in for the first time. We’ll get to that in a bit. Leave the **Password** field blank too. Keep the default **Subscriber** selected for the **Roles** field. Click **No** for the **Log the new user in?** field. Click **Do nothing** for the **What to do if the user already exists** field. Click **Save**. When you’re done, your new user data form should look like this: ![Automator set new user data](https://automatorplugin.com/wp-content/uploads/2020/04/automator-recipe-anonymous-wpforms-set-user-completed-793w.jpg) ## 3. Setting up the Uncanny Automator recipe to automatically email a confirmation complete with a reset password link Okay. We created our form, did our trigger, and we just finished defining our new user fields. Now, on to our next ingredient—the confirmation email. Under the **Set user data** section, click on **Add action** next to the lightning bolt icon. ![Automator add action lightning bolt icon](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-add-action-274w.png) A set of available integrations will be displayed. We’re going to have WordPress handle this. Select **WordPress** from the set of integrations. ![Automator WordPress action selected](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-action-integration-wordpress-selected-793w.png) In the dropdown, select **Send an email**. We’ll get another form to fill out. This time it’s an email template. Keep the **Send an email to** at the top and the **From** and **To** fields set to their default values. Add your **Subject**. For the **Body**, we get a text editor complete with a token selector icon to work with. That means we can pull in data from WordPress and our WPForms form to compose a personalized message. In my example below, I’m grabbing tokens to personalize the name and the username. Then, I include a reset password link courtesy of WordPress. Click **Save**. ![Automator WordPress action email completed](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-wordpress-wpforms-email-completed-793w.jpg) Our last step is to make our recipe **Live**. We’ll need to click on all three **Draft** toggles displayed on our recipe page. Click on each one to make them live. The first one is in the **Anonymous trigger** block at the top. The second one is for our **WordPress** email towards the bottom of the **Actions** block. Finally, the third one is for the entire recipe and it’s located in the right sidebar under the **Recipe** details. ![Automator recipe enabled](https://automatorplugin.com/wp-content/uploads/2020/04/automator-recipe-anonymous-wpforms-simple-completed-793w.jpg) Congratulations! You now have a custom registration form that will: 1. Create a new WordPress account 2. Send a personalized confirmation 3. Provide a password reset link ## Taking registration forms to the next level We’ve just scratched the surface of what Uncanny Automator Pro can do. Taking a form and turning it into a registration form that creates users and send emails is already a big win. The *real* power of Uncanny Automator, however, is connecting lots of things together. For example,[ discussion groups or forums](https://www.insidehighered.com/digital-learning/article/2019/03/27/new-approaches-discussion-boards-aim-dynamic-online-learning) have become an integral part of contemporary eLearning applications. What better way to welcome your students than to automatically add them to your course’s [BuddyPress ](https://automatorplugin.com/integration/buddypress/)discussion group? All we would have to do is tack on a BuddyPress action to our Automator recipe. This new action will automatically add anyone using our registration form to the BuddyPress group. It’s that easy! And, there’s no need to go back and edit our WPForms form. It’s a build once and works with anything approach. What’s more? With Uncanny Automator’s built-in integration for [LearnDash](https://automatorplugin.com/integration/learndash/) or [LifterLMS](https://automatorplugin.com/integration/lifterlms/), our simple registration form can conveniently enroll sign-ups to your courses. Why not add them to a student orientation [Events Calendar event](https://automatorplugin.com/integration/the-events-calendar/) while we’re at it? How about updating your employee’s training record in Google Sheets with [our webhooks support](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/)? Your recipe can include any actions you want, and the list of supported integrations is growing all the time. With Uncanny Automator Pro, you can connect your registration forms to almost anything! ## Conclusion In this article, we looked at why having a custom registration form is important. We explored how we could create a registration form using some of the popular form plugins. Then we walked through creating a registration form using Uncanny Automator with [WPForms Lite](https://en-ca.wordpress.org/plugins/wpforms-lite/). The beauty of having a WordPress site is having [thousands of plugins](https://wordpress.org/plugins/) at your disposal. At the time of writing, there are approximately 1,000 form related plugins. Even with all these choices, [Uncanny Automator](https://automatorplugin.com/) is the only plugin that can take your current forms plugin and add both registration capabilities and connections to dozens of other plugins and thousands of apps. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator **Tags:** automation, forms, free plugins, registration form, wordpress --- ### [BadgeOS Integration and LOTS of new Pro features](https://automatorplugin.com/badgeos-integration-and-lots-of-new-pro-features/) **Published:** June 5, 2020 **Author:** Ryan Moore **Content:** Today we’re releasing two very important updates for Uncanny Automator; the [free version](https://wordpress.org/plugins/uncanny-automator/) moves up to version 2.3 and [Pro](https://automatorplugin.com/pricing/) is now 2.2. As is now typical with our releases, we’re excited to announce support for another WordPress plugin: [BadgeOS](https://en-ca.wordpress.org/plugins/badgeos/). We’ve been users of the plugin for years, and while it did go through a difficult period about 3 years ago when it was largely abandoned, it was acquired about 2.5 years ago and has since been growing steadily and improving. At the time of this blog post, it has over 10,000 installs and is a leader in the WordPress gamification space. The Uncanny Automator plugin gains 3 new [BadgeOS](https://automatorplugin.com/integration/badgeos/) actions with today’s release (yes, even more new functionality in the free version!): 1. Award an achievement to the user 2. Award a rank to the user 3. Award a number of a certain type of points to the user Why is this so compelling? It means you can now award points, achievements and ranks for things BadgeOS doesn’t normally support. It could be something simple, like award points to a user for attending a live event (tracked via The Events Calendar). Or maybe you get creative and do something harder, like when a user buys a product on Shopify, award 100 points via BadgeOS on a WordPress membership site. And, of course, you can do this with no code. [![Automator BadgeOS actions](https://automatorplugin.com/wp-content/uploads/2020/06/BadgeOS_actions.png)](https://automatorplugin.com/wp-content/uploads/2020/06/BadgeOS_actions.png) The BadgeOS support is pretty amazing, but if you use [WooCommerce](https://automatorplugin.com/integration/woocommerce/), we just added a *ton* of **new WooCommerce tokens** that you can use in your actions. If you’re new to tokens, they basically mean you can pass data from your triggers over to your actions. So if your trigger is related to a WooCommerce order, data about the order is available in triggers. This addition came about because of an interesting discussion with one of our Pro customers. Could Automator Pro replace the expensive sync solution she was using to pass WooCommerce order data over to QuickBooks Online? Well, at the time it couldn’t, but then we figured this would be a *fantastic* use of Automator. The new Woo tokens now make this possible. This isn’t a small upgrade, the free Automator release adds almost **30 WooCommerce tokens**. Here’s the list: - Billing/shipping first name - Billing/shipping last name - Billing/shipping company - Billing/shipping country - Billing/shipping address line 1 - Billing/shipping address line 2 - Billing/shipping city - Billing/shipping state - Billing/shipping postcode - Billing phone - Billing email - Comments - Order total - Subtotal - Tax - Discounts - Coupons - Products - Product Quantity - Payment And product-based triggers can send details about the overall order; the same tokens are available. These additions make Automator an *incredibly* powerful solution for sending WooCommerce order data to other systems and we’re really excited about this enhancement. ## Uncanny Automator Pro 2.2 Changes ### WooCommerce anonymous purchases The new additions to the free versions open up lots of new integration opportunities, but Automator Pro is still where we’re most excited. It adds perhaps the #1 requested feature on ecommerce sites: a trigger for **product purchases via guest checkout**. What that means is that we can pass details about a product purchaser without creating an account for them; this was especially inconvenient when passing data between multiple WordPress sites. Suppose, for example, that you have a marketing/ecommerce site where you want users to make purchases, and those purchases should create accounts and set the user up on a membership or elearning site. For this to work, Automator previously required that the user have or create an account on the ecommerce site (though the emails could be suppressed and the user wouldn’t know an account was created). Now, with this change, we can skip that step entirely. Billing details from the anonymous purchase can be used to create an account and perform other actions on another website. [![Anonymous Woocommerce purchases](https://automatorplugin.com/wp-content/uploads/2020/06/Anonymous_WooCommerce_checkout.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Anonymous_WooCommerce_checkout.png) ### New triggers and actions The 2.2 Pro release includes 5 new triggers and 1 new action. Besides the WooCommerce guest purchase above, here’s what’s new: 1. [WP Fusion](https://automatorplugin.com/integration/wp-fusion/) and [WP Fusion Lite](https://automatorplugin.com/integration/wp-fusion-lite/): a Trigger for “A tag is removed from a user”. Recipe idea: When a course access tag is removed, unenroll a user from a course and reset the user’s course progress. 2. [Forminator](https://automatorplugin.com/integration/forminator/): an Anonymous Trigger for “A form is submitted”. Recipe idea: When a form is submitted anonymous, create the user, add them to a group and send user access details by email. 3. [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/): An Anonymous Trigger for “A form is submitted with payment”. Recipe idea: When a form is submitted and payment is processed, register the user for a webinar and add them a pre-session course. 4. [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/): a Trigger for “A user registers with a specific value in a specific field”. Recipe idea: Add the user to a specific organization (/group) following registration and send them a welcome email specific to members of that group. 5. [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/): an Action for “Set the user’s role to a specific role”. Recipe idea: When a form is submitted with a specific organization identified, create the user, add them to a membership level associated with the org, then send an email with access details. As you can see, these are some *big* releases, and both free and Pro Automator users have a lot to be excited about. And you should be even more excited about what’s coming; the next releases, due out in 1-2 weeks, add at least *four* new integrations. Stay tuned! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integration: Ultimate Member](https://automatorplugin.com/new-integration-ultimate-member/) **Published:** May 29, 2020 **Author:** Ryan Moore **Content:** With over 100,000 active installs, the [Ultimate Member WordPress](https://en-ca.wordpress.org/plugins/ultimate-member/) plugin is one of the most popular membership solutions available. Even the free version is a very capable plugin that adds features like front end user profiles, user login and registration, member directories and content restriction tools. The [Pro version](https://ultimatemember.com/pricing/) takes things even further, offering over 2 dozen add-ons. Integrate the membership capabilities with other plugins and add extra features to the base plugin. Today’s [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) 2.2 release adds support for Ultimate Member integration, allowing even more opportunities to connect Ultimate Member to other plugins and services. So far all of the new support is entirely in the *free version* of Automator too; Pro is not required. [![Ultimate Member Triggers](https://automatorplugin.com/wp-content/uploads/2020/05/Ultimate_Member_Triggers.png)](https://automatorplugin.com/wp-content/uploads/2020/05/Ultimate_Member_Triggers.png) Here are the new triggers we support: - A user registers with a form - A user logs in with a form - A user becomes inactive - A user’s role changes to a specific role These recipes open up a huge number of possibilities for membership sites. Here are a handful of ideas of how you might use the new integration: - The first time a user logs in with an Ultimate Member form, direct them to a welcome page and send a welcome email. - When a user registers with an Ultimate Member form, enroll them in a course, add them to a group and pass their user details to Zapier. - When a user becomes inactive, change their WordPress role and send a notification email. - When a user registers using Ultimate Member on a membership site, create a user on an LMS WordPress site, enroll the user in a course and send a confirmation email with access details. There are lots of other possibilities, but hopefully those give you some ideas about just how powerful this new integration can be. If you’re an Ultimate Member, everything listed above is in the free version! [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) is the easiest way to connect Ultimate Member to your favourite plugins and apps. Give the free version a try and see what you can automate on your site! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [New Integrations: WP Fusion Lite and Paid Memberships Pro](https://automatorplugin.com/new-integrations-wp-fusion-lite-and-paid-memberships-pro/) **Published:** May 22, 2020 **Author:** Ryan Moore **Content:** Just 5 short weeks ago we launched the free version of [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/). In that brief time the free version has been installed on over 700 WordPress sites, we’ve added 3 new plugin integrations, there are 6 new triggers and actions (in the free version!), it was [featured by WPTuts](https://www.youtube.com/watch?v=Y3m7-h2zN-A), and we’ve seen a huge increase in interest from the WordPress community. It’s been a big 2 months! Today’s release of [Uncanny Automator 2.1.5](https://wordpress.org/plugins/uncanny-automator/) is one we’re really excited about because it adds integrations for 2 plugins that we really like: WP Fusion Lite and Paid Memberships Pro. ## WP Fusion Lite We are *huge* fans of [WP Fusion](https://automatorplugin.com/share/wpfusion/). In fact, it’s installed on this site right now, we use it on most of the sites we support for other organizations, and the team at WP Fusion has always been very supportive of our work. We have nothing but good things to say about the product. Uncanny Automator Pro has had WP Fusion (the premium plugin) support for quite some time, but today’s release makes 2 very big changes: - We now support the Lite version, available for free at and a *very* capable product even though it’s free - The “Add a tag to a user” action has been moved from the Pro version of Automator to the free one If you upgrade from WP Fusion Lite to the full version, all WP Fusion recipes will be retained. We’re confident that after you try Lite you will want the full version. If you’re familiar with WP Fusion, you may be wondering why this integration is so exciting and what Uncanny Automator can add that WP Fusion Lite doesn’t already support. Even the free “add a tag to a user” action opens up a world of possibilities. You can use it to trigger automations, add people to mailing lists, send notifications and more. Here are a few recipe ideas: - When users complete a course (or a series of courses) tag them in a CRM and add them to an alumni mailing list - When users attend an event, follow up in one week with a survey request email - When users submit a form with certain values (maybe a job title or state), tag them accordingly Here’s what it looks like inside Automator (tags are retrieved from your CRM by WP Fusion automatically): ![WP Fusion Automator actions](https://automatorplugin.com/wp-content/uploads/2020/05/WP_Fusion_actions.png) For ecommerce and/or elearning sites, we know you’re going to find the combination of even the free versions of Uncanny Automator and WP Fusion Lite *extremely* useful if you use a CRM. ## Paid Memberships Pro [Paid Memberships Pro](https://www.paidmembershipspro.com/) is a plugin we relied on often when we first started building LearnDash-based elearning sites in 2013. It remains very widely used and currently has over 90,000 active installs. Today’s release of the free Toolkit adds these 3 new triggers: - A user purchases a membership - A user cancels a membership - A user’s subscription to a membership expires Here’s what it looks like: ![Paid Memberships Pro for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/05/Paid_Memberships_Pro_Automator_Triggers.png) And here are a few recipe ideas for these free triggers: - When a user’s subscription expires, remove them from LearnDash and BuddyPress groups - When a user purchases a membership, pass the user’s details to another WordPress site running Automator, where an account can be created and the user added to courses Paid Memberships Pro actions for Uncanny Automator are coming soon, but most of those will be restricted to the Pro version. That’s it for the Uncanny Automator 2.1.5 release, but look for an imminent Automator Pro release that will include several new triggers and actions *and* allow anonymous recipes to automatically log users in when the recipe creates a new user. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator 2.0 is here!](https://automatorplugin.com/uncanny-automator-2-0-is-now-available/) **Published:** December 3, 2019 **Author:** Ken Young **Content:** After thousands of hours of design, development and testing, Uncanny Automator version 2.0 is finally here. We took all of your feedback and incorporated it into a new version with game-changing new capabilities for WordPress eCommerce, eLearning and membership sites. ### **Anonymous recipes** In Uncanny Automator Pro version 2.0 there are now two distinct recipe types: Logged-in recipes, which is the recipe type that was available in 1.x, and new [Anonymous recipes](https://automatorplugin.com/knowledge-base/anonymous-recipes/), which can be triggered by anyone, including users that are not logged-in. (Automator Lite does not support Anonymous recipes.) ![](https://automatorplugin.com/wp-content/uploads/2018/06/automator-recipe-type-selection.png) What can you do with Anonymous recipes? Glad you asked! - **Add webhook capabilities your WordPress site**. Any service that can send a webhook in GET, POST, or PUT format can now send data to your WordPress site. And when you [receive a webhook](https://automatorplugin.com/knowledge-base/webhook-triggers/), you can use the data to create a new WordPress user or perform actions on an existing user, such as enrolling them in a course, adding them to a group, changing their role, or any of the countless actions supported by Automator. ![](https://automatorplugin.com/wp-content/uploads/2019/12/wordpress-webhook-trigger.png) - **Do anything with forms**. Whether you use Gravity Forms, WP Forms, Ninja Forms, Formidable Forms, Caldera Forms or Contact Form 7, with Automator 2.0 you can use forms to not only collect information, but also **register new users** and perform actions based on that information. ### Magic button trigger Uncanny Automator Pro version 2.0 also introduces a fantastic new trigger: the [**Magic Button**](https://automatorplugin.com/knowledge-base/magic-button/). ![](https://automatorplugin.com/wp-content/uploads/2019/12/magic-wordpress-button.png) This trigger lets your users manually trigger any recipe with the click of a button. Send an email, add users to a group or membership level, even trigger something in another platform via [webhook actions](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/). If you’ve ever wanted an easy way to create custom action buttons on your WordPress site, your wish has been granted! ### “User is created” trigger Tired of manually setting up every new user that registers on your site? The new User is created trigger runs a recipe on every new user that registers on your site. Automatically enroll new users in an introductory course, send new users a custom welcome email, or add all new users to a sitewide BuddyPress group. It works for admins too, so when *you* add a user, you don’t have to remember to send the user an email, add them to a membership level, give them access to courses: it all just happens automatically. ### And much more! Both new versions of Uncanny Automator include significant performance improvements and numerous fixes, along with even more new triggers and actions: - Lite: WordPress – Trigger: User views a custom post type – Supports all post types declared as public - Pro: WP Fusion – Trigger: Tag is added to a user – Fire multiple actions when a tag is added to a user in WP Fusion - Pro: LearnDash – Trigger: User is enrolled in a course – By popular request; trigger fires when a user self-enrolls or an Admin enrolls a user in a course - Pro: LearnDash – Trigger: User is added to a group – By popular request; trigger fires when a user self enrolls or an Admin or Group Leader adds a user to a group - Pro: LearnDash – Action: Mark Topic Not Complete – Handy for requiring users to redo coursework if they don’t pass a quiz - Pro: LearnDash – Action: Mark Lesson Not Complete - Pro: WordPress – Action: Send data to Webhook – A version of the Send data to Zapier webhook that works with any service that supports Webhooks *Since this is a major release, we recommend that you update on a staging site first and retest some of your existing recipes before upgrading your live site.* Head over to the changelogs ([Pro](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/), [Lite](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/)) to see the full list of what’s new, then get updating! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-1687361045392-300x300.jpeg) Ken Young Ken is the co-founder of Uncanny Owl. With a background that ranges from running a solo web agency to developing eLearning at Google he brings a wealth of experience to building innovative, user-focused products. [See Full Bio](https://automatorplugin.com/author/ken/) [ ](https://automatorplugin.com/author/ken/) **Categories:** Plugin News, Uncanny Automator --- ### [One year down: What's up next?](https://automatorplugin.com/one-year-down-whats-up-next/) **Published:** September 27, 2019 **Author:** Ryan Moore **Content:** Uncanny Automator started off as a really exciting side project for the Uncanny Owl team. It began as a concept around how to create flexible, personalized learning that went beyond what the big LMS players could offer. In conceptualizing that model, we realized that we could do a lot more with it if we took it beyond just elearning. After all, if we could connect an LMS plugin with an ecommerce plugin to build certain workflows, why not a forms plugin, membership, events, even Zapier? And that’s what we did. We spent a good part of 2018, and a huge amount of time, building a really solid product that connected plugins together in new and interesting ways. Over the first 6 months we released a number of updates that improved performance significantly, added new plugin support to the mix, and really stabilized the 1.x branch into something that was quite mature and reliable. ## Planning Uncanny Automator 2.0 The first 6 months of Automator gave us great insight into how people wanted to use it and just how much was lacking. The fact that users need to be signed in to the site to initiate triggers *really* frustrated a lot of early customers and limited the plugin’s utility. ![Uncanny Owl Planning Automator 2.0](https://automatorplugin.com/wp-content/uploads/2019/09/image-101.jpg)Some of the Uncanny Owl team planning Automator 2.0 over dinner in BerlinThat’s when we started planning Uncanny Automator 2.0 and slowly building out its new features. It’s been a far longer journey than we hoped, and we know the delays have disappointed some of our customers. We ran into a lot of complexities and some very difficult user experience considerations as we built out the feature set. We strongly believe it will be worth it and that Automator users will be thrilled with where we landed. We’re still not quite ready for release, but it is finally getting very close and we’re ready to share more details about what’s coming. ## New in Automator 2.0 The next release of Uncanny Automator includes dozens of new features, but there are a handful of highlights that really going to be game-changers for WordPress sites. Here are the ones we think are the most exciting. ### Anonymous Triggers This features resolves the #1 complaint from current Automator users: recipes can only be triggered by signed in users. That meant that hooking into user registrations, anonymous form submissions and other situations where we couldn’t map a recipe to a WordPress user couldn’t be run. Now… anything is possible. ![Anonymous Automator Recipes](https://automatorplugin.com/wp-content/uploads/2019/09/anonymous_recipes.png) Why is this so important? Well, for one thing, it actually supports user creation. Now you can turn pretty much any form in a user registration form without having to buy or install extra plugins. Or maybe when a user is created in WordPress (no matter how it’s done), you want to run some actions on them: pass the data to Zapier, add them to a BuddyPress Group, sign them up for an introductory event. You can even map anonymous triggers to *existing* users, so things performed by anonymous users can cause actions to be performed on current WordPress users. ### Webhook Triggers Things get *really* interesting with webhooks as triggers. With that in place, any external system can trigger things on a WordPress site. Sell a course on your favourite ecommerce platform, Uncanny Automator will create the user in WordPress, enroll them in a course, send them their access details and add them to a study group. Have a user submit their email address to a form on your marketing site, create the user on your WordPress membership site and add them to a membership level. ![](https://automatorplugin.com/wp-content/uploads/2019/09/webhook_trigger-1024x632.png) The initial Automator 2.0 release may only support Zapier (we don’t want broadening it to push back the release), but we’ll be continuing to add new scenarios for webhook triggers in the next few months. ### The Magic Button This is one of my favourite tools in the Uncanny Automator 2.0 arsenal. It is basically what it sounds like: Users can click a button to trigger any recipe. Choosing a Magic Button trigger gives you a shortcode to drop anywhere on your site. Whenever that button gets clicked, it runs the actions in the recipe. Users can add or remove themselves from groups, trigger an email requesting assistance, complete everything in a course or reset their progress—whatever you want. It makes it easy to create a button that can do almost anything without having to build it with custom development. ![](https://automatorplugin.com/wp-content/uploads/2019/09/magic_button-1024x331.png) ### Stay tuned for more Automator news We don’t want to give too much away just yet, but we hope hearing about these features will start to get you more excited about the upcoming 2.0 release. Watch for more Uncanny Automator news in early October! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News, Uncanny Automator --- ### [Uncanny Automator 1.4 is now available!](https://automatorplugin.com/caldera-forms-and-more-in-automator-1-4/) **Published:** January 25, 2019 **Author:** Ken Young **Excerpt:** New support for Caldera Forms and 11 new triggers and actions in Uncanny Automator 1.4. Find out more about the latest Automator update! **Content:** Uncanny Automator 1.4 includes 11 new triggers and actions support for the popular Caldera Forms plugin! ### New Integration: Caldera Forms We’ve added triggers for Caldera Forms, bringing the power of Automator actions to all of your Caldera forms. Perform actions on logged in users when users submit a form (available in all versions) or when submitting a form with a specific value in a field (available in Pro and above). ### New Triggers and Actions New in all versions: - Action: LearnPress– Mark a lesson complete - Action: LearnPress – Mark a section complete - Trigger: Caldera Forms– User submits a form New in Pro and above: - Action: GamiPress– Revoke points - Action: GamiPress – Revoke an achievement - Action: GamiPress– Revoke a rank - Action: The Events Calendar – RSVP for an event - Action: LearnPress – Remove user from a course - Action: LearnPress – Mark a course complete - Trigger: LearnDash – User submits a/any assignment - Trigger: Caldera Forms – User submits a form with a specific value ### Other Updates We’ve added “Any” options to MemberPress and Tin Canny triggers and improved the handling of tokens when “Any \_\_\_\_\_” is selected as a trigger. We’ve also fixed an issue with the “Number of Times” token not being output in actions. ### What’s Next? We’re looking ahead to Automator 2.0, which will bring a number of new capabilities to Automator and open up possibilities for entirely new types of triggers and actions! We’re still in the early stages of development, so as always, [we want to hear what will make Automator the perfect plugin for ***your*** site](https://automatorplugin.com/feedback/)! Don’t have Automator yet? If you’re on the fence about whether Automator is right for you, with our [money-back guarantee](https://automatorplugin.com/pricing/), there’s no risk in trying it out on your own site. [Level up your WordPress site today](https://automatorplugin.com/pricing/)! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-1687361045392-300x300.jpeg) Ken Young Ken is the co-founder of Uncanny Owl. With a background that ranges from running a solo web agency to developing eLearning at Google he brings a wealth of experience to building innovative, user-focused products. [See Full Bio](https://automatorplugin.com/author/ken/) [ ](https://automatorplugin.com/author/ken/) **Categories:** Uncategorized --- ### [Uncanny Automator 1.3 is now available!](https://automatorplugin.com/formidable-forms-and-more-in-automator-1-3/) **Published:** December 3, 2018 **Author:** Ken Young **Excerpt:** New support for Formidable Forms and 14 new triggers and actions in Uncanny Automator 1.3. Find out more about the latest Automator update! **Content:** Uncanny Automator 1.3 comes with a new integration and a whopping 14 new triggers and actions! ### New Integration: Formidable Forms We’ve added triggers for Formidable Forms, greatly expanding the capabilities of the plugin for all Formidable Forms users. Lite gets a “User submits a form” trigger, while Pro gets that trigger plus the more powerful “User submits a form with a specific value” trigger. ### New Triggers and Actions There’s a lot to go through here, so let’s get right to the good stuff. New in all versions: - Trigger: LifterLMS – User fails a/any quiz - Trigger: LifterLMS – User passes a/any quiz - Trigger: LifterLMS – User attempts a/any quiz - Trigger: LifterLMS – User completes a/any section - Action: LifterLMS – Mark a section complete - Action: LifterLMS – Mark a lesson complete - Trigger: Formidable Forms – User submits a form New in Pro and above: - Action: LifterLMS – Reset quiz attempts - Action: LifterLMS – Enroll user in a membership - Action: LifterLMS – Remove user from a/all memberships - Action: LifterLMS – Mark a course complete - Trigger: Formidable Forms – User submits a form with a specific value - Trigger: WP Forms – User submits a form with a specific value - Trigger: H5P – User achieves a score greater than, less than or equal to X on a quiz ### Other Updates We’ve updated our minimized JavaScript file to avoid false-positives in WordFence malware scanning. We’ve also moved all integrations (but not all triggers and actions) to the lite plugin, meaning they’re all available to developers to create third party extensions and custom recipe ingredients no matter which license of the plugin a user has. Don’t have Automator yet? What are you waiting for? (No, really…[tell us](https://automatorplugin.com/feedback/)…we want to know.) If you’re on the fence about whether Automator is right for you, with our [money-back guarantee](https://automatorplugin.com/pricing/), there’s no risk in trying out the new triggers and actions on your own site. [Level up your WordPress site today](https://automatorplugin.com/pricing/)! ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-1687361045392-300x300.jpeg) Ken Young Ken is the co-founder of Uncanny Owl. With a background that ranges from running a solo web agency to developing eLearning at Google he brings a wealth of experience to building innovative, user-focused products. [See Full Bio](https://automatorplugin.com/author/ken/) [ ](https://automatorplugin.com/author/ken/) **Categories:** Uncanny Automator --- ### [6 Reasons Automator Beats Every WordPress Integration Plugin](https://automatorplugin.com/6-reasons-automator-beats-every-wordpress-integration-plugin/) **Published:** October 7, 2018 **Author:** Ryan Moore **Excerpt:** Use integration plugins on your WordPress site? We have a better way, guaranteed. Put your site on autopilot with a simple automation tool that connects over a dozen plugins seamlessly. **Content:** You have a mature WordPress site with all of the plugins you think you need. You might have some integration plugins that get the job done. Maybe you even use a plugin that connects with Zapier. So what possible use could you have for [Uncanny Automator](https://automatorplugin.com/pricing/)? ![](https://automatorplugin.com/wp-content/uploads/2018/09/robot-pressing-button-small@2x-300x300.png)It’s a question we’ve had from a number of users since we launched version 1.0. “Why do I need Automator?” And the simple answer is that it can do *far more* than any other integration plugins you have; it has more features and it can save you more time. Let’s assume you some have integration plugins on your site already and one of them even connects with Zapier. What value could Automator bring to that situation? Here are 6 very big benefits: 1. **You can have multiple triggers**. You might have a plugin that adds users to a [BuddyPress](https://automatorplugin.com/integration/buddypress/) group when they make a [WooCommerce](https://automatorplugin.com/integration/woocommerce/) purchase, but we know you don’t have a plugin that adds users to the group when they make a purchase *and* fill out an application form. Other plugins wait for one thing to happen and then do one thing. With Automator you can look for a *series* of behaviours and then trigger activities. And that [Zapier integration](https://automatorplugin.com/integration/zapier/) on your site? It looks for one thing to happen only and triggers a zap. What if you want the zap to be triggered by 2 different things in 2 different plugins? 2. **You can have multiple actions**. You have an elearning site that you’re proud of, and when users complete a course, you want to send them an email, send their manager an email, enroll them in the next course, and remove them from the current course. Except one plugin can’t do this. One plugin can maybe send both emails. But the other behaviours? Only Automator can do that. 3. **It can replace dozens of plugins**. That’s right, just one plugin that connects everything. You don’t need one plugin to connect [LearnDash](https://automatorplugin.com/integration/learndash/) to [WooCommerce](https://automatorplugin.com/integration/woocommerce/), another plugin to connect [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) to [BuddyPress](https://automatorplugin.com/integration/buddypress/), then another to have [H5P](https://automatorplugin.com/integration/h5p/) send emails. Automator does all of that. With Automator you can replace several other plugins, which means *less plugin overhead*, *less update risk*, *less cost for paid plugins Automator replaces, fewer plugins to learn to use*. And it standardizes everything, from designing workflows to building emails to tracking logged activity on the site. 4. **You can connect multiple plugins**. Automator isn’t about connecting one plugin to another plugin. It’s about connect several plugins to several other plugins, even in the same recipe! Maybe a user that purchases a course product *and* visits the first lesson for that course gets a welcome email, is added to a study group, and gets tagged in Infusionsoft. That’s 4 different plugins, connected together, all with 1 plugin and 1 recipe. 5. **There’s one vendor**. Try connecting several plugins together on your site and getting them to work together perfectly. Run into an issue? Expect to have to contact multiple plugin vendors for support — and then find out none will support conflicts with another plugin. With Automator you have one team that makes sure *everything* works together with your integrations. 6. **It can do things nothing else can**. Given 1 through 4 above this already goes without saying, but much of what it can do even with simple integrations can’t be replicated any other way. Want to connect [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) to [BuddyPress Groups](https://automatorplugin.com/integration/buddypress/)? [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) to [LearnDash course enrollment](https://automatorplugin.com/integration/learndash/)? Uncanny Automator is the only way to do it short of custom development. Uncanny Automator doesn’t just replace your integration plugins. It lets you do more, do it better, and do it at lower cost. Still not convinced? [Try it for yourself](https://automatorplugin.com/pricing/) with absolutely no risk. If you’re not happy with Uncanny Automator, we’ll refund your money within the first 30 days of purchase—no questions asked. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Uncanny Automator --- ### [The Automator Beta Starts This Week!](https://automatorplugin.com/the-automator-beta-starts-this-week/) **Published:** July 8, 2018 **Author:** Ryan Moore **Content:** Beta participants will be contacted this week with instructions about using Uncanny Automator 0.1 on test sites. It’s an exciting milestone, because after 1,000 hours of development and 6 months, we’re finally close to release. Beta users are reminded that this plugin should be used on test sites only and that the plugin may still change significantly for the final release. And, while Automator itself will be released as 2 plugins (a free version in the WordPress repository and [Pro version](https://automatorplugin.com/uncanny-automator-pro-coming-soon/) from this site), the plugin is more of a hybrid version. Over the next few weeks we will be soliciting feedback from our beta users, releasing new beta versions (probably about 1 per week), and pushing *hard* to get ourselves ready for the public release. We will accept more users into the beta program as time goes on, so if you missed the initial sign-ups last week you can still apply at . Please keep in mind that we are looking for users with some LearnDash experience that can test this on a development or staging site only. The plugin is just not safe to be used in live environments yet. Participation in the beta is the best way to learn more about what the plugin can do right now and to have access to the Uncanny Owl team to provide feedback and submit plugin requests. We’re especially interested in nailing down our launch list of plugins and their associated triggers and actions. We won’t get to everything in time for launch, but we do want to target about 100 triggers and actions combined. Even if you can’t participate in the beta, we strongly encourage anyone interested in what we’re doing with Automator to sign up for the mailing list and starting following us on social media. We have very, very exciting things in store over the next few weeks. ![author avatar](https://automatorplugin.com/wp-content/uploads/2023/07/cropped-ryan-2022-avatar.jpg) Ryan Moore Director Ryan Moore (MA, PMP, BCom) is the Cofounder and Director of Uncanny Owl, creators of Uncanny Automator and a suite of popular add-ons for LearnDash. Since 2013, Ryan has helped thousands of companies add elearning and automation capabilities to their WordPress websites. [See Full Bio](https://automatorplugin.com/author/ryan/) [ ](https://automatorplugin.com/author/ryan/) **Categories:** Plugin News --- ## Pages ### [Home](https://automatorplugin.com/) **Published:** March 14, 2018 **Author:** Ryan Moore **Content:** # The only AI + Automation platform for WordPress designed to help you… ## Work less. SellSellEarnGrowShipConvertScaleProfitReachUpsellCross-sellRetainTeachEnrollEngageCertifyInspireMentorEducateGraduateEmpowerWritePublishCreateShareRankDistributeRepurposeProduceCraftNurtureLaunchTargetCampaignCaptureSegmentWelcomeConnectRenewBelongThriveBuildHostPresentPromoteRegisterGatherPerformBroadcastDeliverKnowTrackMeasureDecideAnalyzeReportDiscoverForecastOptimizeClarifyResolveRespondDelightHelpSupportSatisfyAnticipateCareImagineCustomizeExtendIntegrate more. [wordpress.org](https://wordpress.org/support/plugin/uncanny-automator/reviews/?filter=5 "wordpress.org") Trusted by **50,000+ companies** Uncanny Automator brings enterprise-level automation and an AI assistant directly to your WordPress dashboard [Get Uncanny Automator now](/pricing/) + Ask anything Automator Trigger ![WordPress](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) A blog post is published Make other things happen! ![Facebook](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Share on Facebook ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) Send a notification Publish Recipe Sales 101 course Sales Team Group ✓ ## Trusted by ![](https://automatorplugin.com/wp-content/uploads/2023/09/adobe-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/google-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/paul-mitchell-schools-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/springer-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/stanford-logo.svg "Adobe") ## WordPress Automation #### Isn’t it time your WordPress site worked for you? Uncanny Automator puts the **power of agentic AI and automation** at your fingertips—with a framework built specifically for WordPress. ![](https://automatorplugin.com/wp-content/uploads/2026/04/Bloggers-and-content-creators-solid-full.svg "Bloggers and content creators-solid-full") ### Bloggers and content creators Push to social, **create with AI**, and schedule your content calendar across all of the most popular platforms so you can connect with your audience. [**Discover effortless content automations**](https://automatorplugin.com/content-automation) ![](https://automatorplugin.com/wp-content/uploads/2026/04/eLearning-solid-full.svg "eLearning-solid-full") ### eLearning Build automated online courses inside of an i**ntegrated digital campus** to run everything from enrollment and engagement to certification. **[Learn more about online course automation](https://automatorplugin.com/automate-elearning/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Webinars-and-events-solid-full.svg "Webinars and events-solid-full") ### **Webinars and events** Focus on your content and presentations with **event management automations**, custom QR codes, and form-integrated enrollment for all your favorite platforms. **[Find out how to automate event hosting](https://automatorplugin.com/automate-webinars-and-events/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Marketing-automation-solid-full.svg "Marketing automation-solid-full") ### Marketing automation Forget the busywork of segmentation and drip campaigns. Use **Uncanny Agent to generate campaign content**, analyze performance, and nurture leads all within your WordPress dashboard. **[Learn how to put growth on autopilot](https://automatorplugin.com/automate-marketing/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Memberships-solid-full.svg "Memberships-solid-full") ### Memberships Foster a thriving online community with native **content access controls**, custom user fields, and support for multi-channel dunning campaigns—to start. **[Discover more membership automations](https://automatorplugin.com/automate-memberships/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Support-solid-full.svg "Support-solid-full") ### **Support** Deliver solutions faster with **automated triage** and escalation workflows powered by **the latest AI models**. **[Discover support automations](https://automatorplugin.com/automate-support/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/eCommerce-automation-solid-full.svg "eCommerce automation-solid-full") ### eCommerce automation Boost your bottom line with error-free **data synchronization**, abandoned cart recovery automations, **real-time inventory management**, and AI-powered sales reports and analyses. **[Explore eCommerce automations](https://automatorplugin.com/automate-ecommerce/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Reporting-and-admin-solid-full.svg "Reporting and admin-solid-full") ### Reporting and admin Stay on top of **your site activity** with data sent directly to Google Sheets, Airtable, Slack or your inbox—all while automating routine tasks like data entry and user management. **[Learn how to automate busywork](https://automatorplugin.com/automate-reporting/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Everything-else-solid-full.svg "Everything else-solid-full") ### **Everything else** If it happens in WordPress, **you can automate it**. **Build AI-augmented automations** that do the busywork so you can work less, live more, and get back to your passion. **[WordPress automations for any task](https://automatorplugin.com/automate-anything/)** ## Agentic AI for WordPress #### The most capable AI Agent for WordPress, at your service Meet **Uncanny Agent**, the AI copilot who works alongside you—no matter the time, no matter the task. #### ****Turn words into action**** Tell **Uncanny Agent** what you want using everyday language and it will carry out the task for you. #### ****Build automations simply by describing what you need**** Tell Uncanny Agent **what you want to automate**, and it creates the workflow for you. #### ****Get powerful business insights - via conversation**** Uncanny Agent can analyze your sales trends, customer demographics, content gaps, SEO, course completion rates and more. Just ask. ## Why Uncanny Automator? Get to know why **people love** Automator. With this plugin, WordPress sites become **intelligent**. It is an exceptionally useful product and the customer service I experienced was fast and thorough. Stephen P [wp.org](https://wordpress.org/support/topic/an-exceptionally-useful-product-and-great-service/ "wordpress.org") Uncanny Automator stands out in its ease of use, configurability and **flexibility**. With Uncanny Automator, we pretty much stopped using Zapier. Jing [wp.org](https://wordpress.org/support/topic/unbelievable-support-14/) I’ve been testing and building automation **solutions for clients** over the past 10 years. Once I found Uncanny Automator, I stopped looking for other software. Adam C [wp.org](https://wordpress.org/support/topic/best-automation-for-wordpress-on-the-market/ "wordpress.org") I tried 3 or 4 automator plugins before I decided on Uncanny. Boy did I make the right choice, as the **support** I’ve received has been exceptional. Noel A [wp.org](https://wordpress.org/support/topic/outstanding-555/ "wordpress.org") Really impressed by Uncanny Automator—a **gamechanger**. The plugin is clearly built very well and performs cleanly and consistently. Richard F [wp.org](https://wordpress.org/support/topic/top-grade-plugin/ "wordpress.org") I love it so much that I’m looking for more ways to streamline and **automate** our processes now. Such a great product! Steph W [wp.org](https://wordpress.org/support/topic/amazing-zapier-alternative/ "wordpress.org") ## Integrate everything. Automate anything. All with AI Connect your plugins, apps and sites with no‑code workflow automation and the most capable AI agent for WordPress. [Get started](/pricing/) ### Build and manage your site with the most capable AI assistant for WordPress Get things done with Uncanny Agent, an AI agent **built for WordPress**. Analyze sales trends, create content, and automate your site. You type. **Uncanny Agent does**. **Build automations by describing them** Tell **Uncanny Agent** what you want to automate and it creates the workflow for you, ready to review and activate. **Add AI to any workflow** Generate email copy, summarize data, analyze sentiment, create images, or draft social posts—powered by OpenAI, Claude, Gemini, and more. **Get things done** Create users, generate reports, publish posts —**Uncanny Agent handles the operational tasks** that eat your day so you can focus on the work that actually needs a human. ### Automate your workflows so you can step away from your dashboard—and still get results Recreate the same reliable workflows that enterprise-level developers ship to clients with a **simple drag-and-drop interface** that anyone on your team can use. **No more manual data transfer or custom glue code.** ****Build powerful, dynamic automations visually**** Design **advanced automations** in minutes that target users based on behaviour or drip content on a schedule with conditions and delays. **Every action fires** exactly when and for whom it should. **No “success tax”** **Run unlimited automations, an unlimited number of times, for unlimited users.** Your costs stay fixed as your site grows—no per-automation fees, no usage caps, no penalty for growth. ![](https://automatorplugin.com/wp-content/uploads/2026/05/recipe-builder.png) ### Integrate your plugins and apps so they work together—like a real team Automator **connects your WordPress plugins** to each other and to external apps, including the most popular and powerful AI models, so your tech stack is **fully connected**. **Deep WordPress plugin integrations** WooCommerce, LearnDash, Gravity Forms, MemberPress, and all of your WordPress plugins are deeply supported. Build workflows external automation tools can't match. **1-click connect to apps, social, and AI** Connect Mailchimp, Slack, Google Sheets, HubSpot, Facebook, Instagram, LinkedIn, WhatsApp, Zoom, OpenAI and hundreds more with simple 1-click setup. Your **WordPress site is the hub**, not a silo. #### WordPress automation at scale More than stats—these are **hours saved**, revenue generated, headaches averted [Get Uncanny Automator now](/pricing/) Usage million+ successful recipe runs million+ work-hours saved per year 🤯 + websites using Automator Recipe items 250+ integrations 990+ triggers 850+ actions 180+ conditions 9,500+ tokens ## Next-gen feature-rich WordPress automations ## The features you need give you the freedom to step away **Say goodbye** 👋 to creating your own developer apps, writing pseudo code and fumbling through non-intuitive builders. #### Filters Create branching workflows with filters and segment users by email domains, membership levels, purchase history, CRM tags, and more. **[Learn more about filters](https://automatorplugin.com/knowledge-base/action-filters-conditions/)** ![](https://automatorplugin.com/wp-content/uploads/2022/11/features-conditions-img.png "features-conditions-img") #### Dynamic data & personalization Create personalized automations using dynamic data from your WordPress site and connected apps and plugins—putting thousands of supported data tokens at your fingertips. **[Learn how tokens enable personalization](https://automatorplugin.com/knowledge-base/managing-tokens/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Dynamic-data-personalization-1024x613.png "Dynamic data & personalization") #### RSS feeds Trigger automations from any RSS feed—new podcast episodes, competitor blog posts, news alerts, or content aggregation—and route the data into emails, social posts, or Slack notifications. **[Learn about RSS feed triggers](https://automatorplugin.com/knowledge-base/rss-2/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/RSS-feeds-1024x571.png "RSS feeds") ### Custom triggers & actions Build your own triggers and actions with custom code when you need something Automator doesn’t offer out of the box. Then use them alongside native integrations in any recipe. **[Create custom triggers an](https://automatorplugin.com/article-categories/specialized-tokens/)[d](https://automatorplugin.com/knowledge-base/call-a-custom-function-method/)[ actions](https://automatorplugin.com/article-categories/specialized-tokens/)** ![](https://automatorplugin.com/wp-content/uploads/2022/11/feature-devs.png "feature-devs") #### Scheduled automations Create course and product trials, engagement reminders, drip campaigns, and more with support for delaying and scheduling actions within automations. **[Learn about delays and scheduling](https://automatorplugin.com/knowledge-base/scheduled-actions/ "Learn about delays and scheduling")** ![](https://automatorplugin.com/wp-content/uploads/2022/11/feature-delays.png "feature-delays") #### Loops & bulk automations Run a recipe across hundreds or thousands of users, posts, or data records in a single execution—perfect for bulk updates, mass notifications, and scheduled batch processing. **[Learn about Loops](https://automatorplugin.com/knowledge-base/user-loops/)** ![](https://automatorplugin.com/wp-content/uploads/2026/03/Loops-bulk-automations-e1774369007998-1024x420.png "Loops & bulk automations") #### Magic Button Add a front-end button to any page or post that triggers an automation when clicked—perfect for one-click enrollments, content requests, opt-ins, or self-service account actions. **[](https://automatorplugin.com/knowledge-base/calculations-math-equations/)[Learn about](https://automatorplugin.com/knowledge-base/calculations-math-equations/)[ ](https://automatorplugin.com/knowledge-base/magic-button/)[](https://automatorplugin.com/knowledge-base/calculations-math-equations/)[Magic Button](https://automatorplugin.com/knowledge-base/calculations-math-equations/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/Magic-Button-1024x220.png "Magic Button") #### File uploads — CSV, XML & JSON Upload structured data files directly into your automations to create users in bulk, import records, sync inventory, or feed external data into any workflow. **[Learn about file uploads](https://automatorplugin.com/automator-pro-6-0-csv-json-xml-custom-actions-more/)** ![](https://automatorplugin.com/wp-content/uploads/2026/04/File-uploads-—-CSV-XML-JSON.png "File uploads — CSV, XML & JSON") #### Data tools (Formatter, Generator, Calculations) Transform, calculate, and generate data—reformat dates, extract substrings, convert cases, standardize messy inputs, do math, create unique values—all mid-workflow before data reaches its destination. ![](https://automatorplugin.com/wp-content/uploads/2026/04/Data-tools-1024x625.png "Data tools") ![](https://automatorplugin.com/wp-content/uploads/2022/11/webhooks-icon.svg "webhooks-icon") ### Built for developers Full developer documentation and code samples, plus support for running any WP hook or custom function in your automations. ****[Uncanny Automator for developers](https://developer.automatorplugin.com/)**** ![](https://automatorplugin.com/wp-content/uploads/2022/11/data-icon.svg "data-icon") ### Own your data Your WordPress plugin data stays safely on your site, not processed and stored by a service you can’t control. ![](https://automatorplugin.com/wp-content/uploads/2022/11/meta-support-icon.svg "meta-support-icon") ### Powerful addons Extend Automator with purpose-built addons: store custom data with [**Custom User Fields**](https://automatorplugin.com/custom-user-fields-addon/), gate content with **[Restrict Content](https://automatorplugin.com/restrict-content-addon/)**, segment audiences with **[User Lists](https://automatorplugin.com/user-lists-addon/)**, and personalize output with **[Dynamic Content](https://automatorplugin.com/dynamic-content-addon/)**. ![](https://automatorplugin.com/wp-content/uploads/2022/11/support-icon.svg "support-icon") ### Unparalleled support Whatever the request, whatever the time of day, we’re committed to helping you work less and live more. Find out why Automator users have given us a 5-star rating! ## FAQ and resources Have a question about **Uncanny Automator**? We can help! Is there a free version or demo? Uncanny Automator is a [free plugin](https://wordpress.org/plugins/uncanny-automator/) available on WordPress.org that includes our most popular integrations, triggers and actions. [Upgrade to Uncanny Automator Pro](https://automatorplugin.com/pricing/) for access to Uncanny Agent, the most capable AI Assistant for WordPress, and advanced automation features like delays, scheduling, conditions, loops (bulk actions) and more. Uncanny Automator Pro also adds thousands of additional triggers, actions and tokens. Who should use Uncanny Automator? Anyone with a WordPress site should use Uncanny Automator. Uncanny Agent provides deep insights about your site, its plugins, and your business data, all though natural language conversation. And it only takes minutes to create recipes that automate routine or repetitive tasks, saving hours, days, or even weeks every year. Sites with ecommerce, memberships, elearning and social media will likely save the most time, and sites with many plugins or custom development needs will save the most money. . Do I need coding skills to build recipes? Anyone can build recipes in minutes! Even the variables in recipes are presented in plain English and advanced features are hidden until they’re needed. With our 1-click integrations, you don’t even need to set up developer accounts to connect your favourite apps. What is Uncanny Agent? Uncanny Agent is the most capable AI assistant available for WordPress. It can answer questions about your site or data, build recipes, and execute tasks, all through natural conversation (in any language). It provides value far beyond any traditional automation tool. Are there limits? Uncanny Automator Pro includes unlimited recipes and unlimited recipe runs between all supported integrations. AI + Automation plans include generous allocations of Uncanny Agent usage for building recipes, asking questions and completing tasks. What's your refund policy? We offer a 14-day money-back guarantee on all purchases, as long as you have used less than 5% of the included Uncanny Agent usage. There’s no risk to trying out Uncanny Automator Pro! #### Join over 50,000 websites using Uncanny Automator [Join now](/pricing/) --- ### [Uncanny Recipe Builder](https://automatorplugin.com/uncanny-recipe-builder/) **Published:** December 24, 2024 **Author:** Dani **Content:** AT THE CORE OF AUTOMATOR • UNCANNY RECIPE BUILDER # WordPress workflow automation. No code. No task fees. Uncanny Recipe Builder is the **no-code automation engine** at the heart of Uncanny Automator. When a form is submitted, a sale completes, or a member joins, your recipes take it from there — connecting all of your favorite WordPress plugins and apps, with no per-task fees. [Get started](https://automatorplugin.com/pricing/) [See it in action](#includes) # Take control of your site *with an intuitive, sentence-based automation builder* Creating an **automated workflow** is as simple as completing a sentence: When a user fills out a form, enroll the user in a course When a user completes a course, award an achievement and send a discount code for the next course ![](https://automatorplugin.com/wp-content/uploads/2025/02/take-control-of-your-site-1024x535.png "take control of your site") ![](https://automatorplugin.com/wp-content/uploads/2024/09/Build-workflows-with-polular-plugins.png "Build workflows with polular plugins") # Build workflows with all of the most popular WordPress plugins Uncanny Automator supports native integration with all of the most popular WordPress plugins. That means **thousands of automations are at your fingertips**, running directly on your WordPress website. **No third-party servers** or external data processors to rely on. **Keep control** over your data and be confident that your automations are always running when **your site is up**. # Connect your site to apps with no per-transaction fees Connect to the web’s most **popular apps** including [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/), [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/), [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/), [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack ](https://automatorplugin.com/integration/slack/), [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/), and [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) *(just to name a few)*, with just a few clicks – no complicated setup. Connect to **thousands more apps** with **the most robust webhooks support available on WordPress**. Push content — or even create it with AI — wherever and whenever you need it with **unlimited automations** included with every license. **No pay-per-use costs and no surprises.** ![](https://automatorplugin.com/wp-content/uploads/2024/09/Apps-with-no-per-transaction-fees.png "Apps with no per-transaction fees") # Reliable and scalable View **detailed activity** logs to see automated activity at a glance! **Retries** and **robust data security protocols** means you can *“set it and forget it”* and be confident your workflows **are working**. Set up notifications for anything to keep on top of your site and your automations. ![](https://automatorplugin.com/wp-content/uploads/2025/02/reliable-scalable-edited-1024x616.png "reliable-scalable") # Recipes **Automations.** Automated workflows that **connect** your plugins and apps and let you focus on building your business, not managing your website. Build smart automations for your site using triggers, actions, tokens, conditions, delays, loops and more. ![](https://automatorplugin.com/wp-content/uploads/2025/02/recipes-edited-1024x617.png "recipes") # Actions *What do automations do?* **Whatever you can dream of!** Send an email, add a user to a group, enroll a user in a course, add a tag to the user, push a blog post to [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) or [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/), add a row to a [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/), send a discount coupon, enroll a user in a course. **Combine actions** to build workflows that automate tedious manual tasks, without hiring a developer or writing custom code. ![](https://automatorplugin.com/wp-content/uploads/2025/02/actions-edited-1024x616.png "actions") # Conditions **Automation logic**. Run an automation only if certain conditions are met. If a user’s order value is over $100, send them a coupon. If a user hasn’t completed a course by a specific date, send them an email. Build **custom workflows** that make sense for your use cases with **flexible conditions**. ![](https://automatorplugin.com/wp-content/uploads/2025/02/conditions-edited-1024x616.png "conditions") # Calculator and formatter **Smart automation**. Transform data like dates, names, or text into the format you need. Perform mathematical operations on data like addition, subtraction, multiplication, division, and more. Create intelligent workflows or even **build custom apps** by manipulating user and post meta data—**all with no code**. ![](https://automatorplugin.com/wp-content/uploads/2025/02/formatter-1024x707.png "formatter") # Premium support The **best support team** in the business backs you up and helps you get up and running quickly. ![](https://automatorplugin.com/wp-content/uploads/2025/02/premium-support-ubot.png "premium support ubot") # Triggers *What starts an automation?* **Anything you want!** Use **a single trigger** to automate everyday activities or **combine triggers** to create automations that only run in very specific circumstances. ![](https://automatorplugin.com/wp-content/uploads/2025/03/CleanShot-2025-03-20-at-16.14.51@2x-1024x527.png "triggers") # Tokens **Dynamic data** pulled from your WordPress website—or even within an automation! When a user fills out a form, add them to the group they selected in the form’s “Group” dropdown. Tokens make **automations smart**. ![](https://automatorplugin.com/wp-content/uploads/2025/02/tokens-edited-1024x617.png "tokens") # Scheduling **Scheduled automations**. Run actions in the future. After a new user registers, send them an onboarding drip email each week for 3 weeks. Two weeks after a user purchases a product, send a request for a product review. **Schedule** automated workflows to keep users engaged. ![](https://automatorplugin.com/wp-content/uploads/2025/02/schedule-edited-1024x616.png "schedule") # Loops **Bulk automations**. Run actions on multiple **users** and **posts**. Send an email to all users with matching email address domain. Change the status of all posts written by a specific author to Draft. Loops enable **bulk updates** with no code and no risky direct database operations. ![](https://automatorplugin.com/wp-content/uploads/2025/02/loops-1024x519.png "loops") # Robust webhooks support **Universal automation**. Connect to any system that supports this common data transfer protocol. **Send** or **receive** data using custom webhooks in recipes without writing custom code. ![](https://automatorplugin.com/wp-content/uploads/2025/02/webhooks-1024x663.png "webhooks") ![](https://automatorplugin.com/wp-content/uploads/2025/11/Automator-Addons.png "Automator Addons") # Amazing addons Extend **Uncanny Automator** with powerful addons that give you deeper control over your users, your content and your data. From **custom profile fields** and advanced **audience segmentation** to **dynamic, personalized content** and enterprise-grade integrations, our addons plug directly into your existing recipes so you can build smarter workflows without extra plugins, third-party services or complicated setup. # Custom User Fields Addon Create and manage **custom profile fields** for your WordPress users in just a few clicks, then use that data anywhere in your automations. Define **any user data** you need, display it on the site with shortcodes and use it in tokens, conditions and recipes to deliver **highly personalized experiences**. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-small.png "custom-user-fields-small") # User Lists Addon Segment your users into **unlimited lists** so you can run targeted communications and bulk actions with ease. **Build lists** based on purchases, memberships, courses and more, then trigger personalized email, SMS and WhatsApp campaigns or run bulk operations on exactly the right users. ![](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-addon-create-lists-1.png "user-lists-addon-create-lists") # Elite Integrations Addon Connect your WordPress site to complex, enterprise-grade apps like Salesforce and QuickBooks Online with a few clicks. Unlock premium integrations and advanced actions so your Automator recipes can sync data, trigger workflows and keep your key business systems perfectly in step. ![](https://automatorplugin.com/wp-content/uploads/2024/07/salesforce-update-lead-wordpress-1-1024x632.png "salesforce-update-lead-wordpress") # Restrict Content Addon **Restrict access** to your most valuable content based on login status, access level, role or even custom user data—no membership plugin required. **Protect** pages, posts, products, courses or individual blocks, and use Automator recipes to move users between access levels automatically. ![](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-levels-wordpress-1024x459.png "restrict-content-levels-wordpress") # Dynamic Content Addon Turn static pages into living, **personalized experiences** that update themselves. Create **dynamic content** areas that respond to user behavior, AI outputs, webhooks, RSS feeds and hundreds of Automator triggers—perfect for real-time notifications, activity feeds, personalized offers and more. ![](https://automatorplugin.com/wp-content/uploads/2025/04/Personalized-User-Experiences-1024x683.png "Personalized User Experiences") # Inspire yourself with examples Uncanny Automator is designed to be powerful, easy-to-use and affordable, yet full of features. And above all else, it’s designed to be flexible so that it can work the way you do. Check out some of the **millions of automations** you can create with Uncanny Automator. #### When a subscription expires, remove a VIP access level Requires [ ![Woo Subscriptions](https://automatorplugin.com/wp-content/uploads/2021/01/woo-subscriptions-icon-2.svg) Woo Subscriptions ](https://automatorplugin.com/integration/woocommerce-subscriptions/) [ ![Restrict Content](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-icon-1.svg) Restrict Content ](https://automatorplugin.com/integration/restrict-content-addon/) #### When a testimonial is submitted, perform sentiment analysis and post positive testimonials to Facebook Requires [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![Thrive Ovation](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-ovation-icon.svg) Thrive Ovation ](https://automatorplugin.com/integration/thrive-ovation/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) #### When a user completes a purchase, add them to a group Requires [ ![BuddyPress](https://automatorplugin.com/wp-content/uploads/2018/03/buddypress-icon.svg) BuddyPress ](https://automatorplugin.com/integration/buddypress/) [ ![WP Simple Pay](https://automatorplugin.com/wp-content/uploads/2021/03/wp-simple-pay-icon-1.svg) WP Simple Pay ](https://automatorplugin.com/integration/wp-simple-pay/) #### When a user earns 100 points, congratulate the user in the sitewide activity feed Requires [ ![GamiPress](https://automatorplugin.com/wp-content/uploads/2018/11/gamipress-icon.svg) GamiPress ](https://automatorplugin.com/integration/gamipress/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) #### When data is received via a webhook, create a new user Requires [ ![Webhooks](https://automatorplugin.com/wp-content/uploads/2022/02/webhooks-icon-1.svg) Webhooks ](https://automatorplugin.com/integration/webhooks/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) #### When users are added to a list, add them to a membership Requires [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) MemberPress ](https://automatorplugin.com/integration/memberpress/) [ ![User Lists](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-icon-1.svg) User Lists ](https://automatorplugin.com/integration/user-lists-addon/) #### When users purchase a product, reset their course progress Requires [ ![MemberPress Courses](https://automatorplugin.com/wp-content/uploads/2022/02/memberpress-courses.svg) MemberPress Courses ](https://automatorplugin.com/integration/memberpress-courses/) [ ![Easy Digital Downloads](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) Easy Digital Downloads ](https://automatorplugin.com/integration/easy-digital-downloads/) #### When users submit a form, create new WordPress users Requires [ ![JetFormBuilder](https://automatorplugin.com/wp-content/uploads/2022/08/jetformbuildericon.svg) JetFormBuilder ](https://automatorplugin.com/integration/jetformbuilder/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) #### When users submit a form, register them in an event Requires [ ![Fluent Forms](https://automatorplugin.com/wp-content/uploads/2020/06/wp-fluent-forms-icon.svg) Fluent Forms ](https://automatorplugin.com/integration/wp-fluent-forms/) [ ![The Events Calendar](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg) The Events Calendar ](https://automatorplugin.com/integration/the-events-calendar/) # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks**. We’re always surprised by the creative uses our customers find for Uncanny Automator. We can’t wait to see how you will automate your business! ![](https://automatorplugin.com/wp-content/uploads/2024/04/anything-recipe-example-1024x767.png) I use Uncanny Automator on my clients’ websites and it’s so flexible and powerful that it makes all my clients so happy. Atmospheric Advantage LLC [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/superstar-support-for-a-super-plugin/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Uncanny AI Agent](https://automatorplugin.com/uncanny-ai-agent-for-wordpress/) **Published:** January 5, 2026 **Author:** Dani **Content:** ## Work less. BuildBuildImagineShipCreateLeadLive more. **Uncanny Automator** pioneered automation for WordPress. Now we've created the most capable **AI assistant** for WordPress, built right into Uncanny Automator. Ask **Uncanny Agent** a question about your site. Tell it what you need done. It just does it — alongside the automations you already trust. ## The reality #### Your WordPress site shouldn't run your day ### You didn't sign up for this You started a WordPress site to grow a business, teach what you know, sell what you make, or build a community. You didn't sign up to spend your Tuesday afternoon clicking through admin screens, exporting CSVs, asking your developer "can you just…?", and Googling "how do I do X in WordPress." But here you are. Again. There's a better way to run a WordPress site — and it doesn't involve hiring someone, learning to code, or asking ChatGPT questions when it doesn't actually know anything about your site. ## Meet Uncanny Agent #### Your AI assistant for WordPress **Uncanny Agent** is an AI assistant built into Uncanny Automator. It understands your WordPress site—your content, your settings, your plugins, your data—and it can answer questions about it and complete tasks on your behalf, all through natural conversation. ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone-1.svg "ai-assistant-duotone") #### **Ask anything about your site** *"How are our sales trending month over month and year over year?" "What percentage of students enrolled in course A completed the course? What's the average completion time?" "Can you give my site a health check?"* Uncanny Agent **pulls answers** from your actual site data—content, users, orders, settings. No exports. No dashboards. No tabs. ![](https://automatorplugin.com/wp-content/uploads/2026/03/tasks-command-duotone.svg "tasks-command-duotone") #### **Get things done** *"Create a new blog post draft about our summer sale." "Enroll Jane Doe in the Fundamentals of Business course." "Add users enrolled in the Sales 101 course to the Sales training group."* Uncanny Agent **translates your request** into the WordPress steps and gets it done. What used to take 12 clicks takes one sentence. ![](https://automatorplugin.com/wp-content/uploads/2026/03/connect-in-one-place-duotone-1.svg "connect-in-one-place-duotone") #### **Build automations by describing them** *"When a user enrolls in Course A, also enroll them in Course B and add a tag in FluentCRM."* Skip the drag-and-drop. **Tell Agent what you want to automate** and it builds the recipe — triggers, actions, conditions, and all — ready for you to review and turn on. ## Two pillars. One platform #### Automation meets AI Some tasks need a recurring automation. Some just need to get done. **Now Uncanny Automator handles both.** ![](https://automatorplugin.com/wp-content/uploads/2026/03/connect-in-one-place-duotone-1.svg "connect-in-one-place-duotone") ### Uncanny Recipe Builder — your automations Best for recurring, systematic workflows that should run forever. Build once, runs forever — no babysitting Deep integrations for your plugins and external apps *Every new WooCommerce order → tag in CRM, send Slack alert, sync to Google Sheets* ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone.svg "ai-assistant-duotone") ### Uncanny Agent — your AI assistant Best for on-demand requests, one-off tasks, and questions you'd ask a colleague. Ask in plain language — Uncanny Agent gets it done now Understands your specific site, content, plugins, and data *"How did our spring sale this year compare with last year?"* Together, they're how you **manage your WordPress site**. ## Built for what you do #### Built for the way you actually work No matter what you're doing in WordPress, **Uncanny Agent** makes it easier and faster. ### I run my own business **Like having a site manager on call — without the payroll.** You're the marketer, the support team, the bookkeeper, and the site admin. Uncanny Agent gives you an AI assistant that's available 24/7, right inside your WordPress admin. Ask questions about your site. Delegate the busywork. Get back to the part of your business you actually started this for. ### I run marketing **Stop waiting on a developer to update a landing page.** Update meta descriptions, change a CTA, draft a blog post, pull traffic numbers—without bugging a developer. Combine Uncanny Agent with Automator's deep CRM integrations and your campaigns ship faster, your data is always at your fingertips, and "I'll get back to you" turns into "here's the answer." ### I keep the platform running **Instant operational answers. Zero admin gymnastics.** "How many new members signed up this month?" "Which courses have the lowest completion rate?" "What orders are pending?" Uncanny Agent understands the plugins your platform runs on—WooCommerce, LearnDash, MemberPress, BuddyBoss, Gravity Forms—and gives you the answer in seconds. Pair it with the automations that already run your enrollments, renewals, and notifications, and your day stops being firefighting. ### I'm a WordPress developer **A WordPress-aware development accelerator.** Uncanny Agent understands WordPress internals—database structures, plugin data models, hooks, APIs. Ask it how LearnDash stores course progress. Generate a snippet for Code Snippets or WPCode. Troubleshoot why a hook isn't firing. It's faster than digging through source code or Stack Overflow—and unlike a generic AI, it knows the WordPress ecosystem cold. ### I run an agency ****Offer every client an AI assistant—without custom AI work.**** Your clients are asking for AI. Custom integrations cost tens of thousands and take months. Uncanny Agent comes with Uncanny Automator and deploys on every client site you build. Reduce inbound "can you check…" tickets, differentiate your agency, and standardize on one platform across your portfolio with multi-site licensing built for agency economics. ## see it to believe it #### Just ask. Watch what happens Real prompts. Real WordPress sites. No edits, no smoke and mirrors. ***"Create a draft blog post about our spring sale and add a featured image."*** Uncanny Agent drafts the post, suggests a title, generates the image, and saves the draft. ***"How many WooCommerce orders did we get this week, broken down by product category?"*** Uncanny Agent answers with a tidy summary pulled from the live store. ***"Add a contact form to the About page above the footer."*** Uncanny Agent inserts the form block and confirms when it's live. ***"Build an automation: when a user completes Course A, enroll them in Course B and tag them in FluentCRM."*** Uncanny Agent proposes the recipe, you click Approve, the recipe is live. ***"Why isn't the WooCommerce checkout redirect firing?"*** Uncanny Agent consults the WooCommerce documentation and proposes a fix. ***"Write a snippet that hides the price for logged-out users on a specific category."*** Uncanny Agent returns a clean code block, ready for Code Snippets / WPCode. ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-present-pose-512px.png "mascot-present-pose-512px") [Get Uncanny Agent working for you](https://automatorplugin.com/pricing/) #### No other automation platform offers a conversational AI assistant that understands your specific site and completes tasks for you #### ****It knows YOUR site**** External AI tools like ChatGPT and Claude have never seen your site. Uncanny Agent understands your content, settings, plugins, and data—natively. #### ****It takes action**** External chatbots will tell you what to do. Uncanny Agent does it. Update a page, build a recipe, draft a post, pull a number—completed, not explained. #### ****Native to WordPress**** No external dashboard, no third-party APIs. Uncanny Agent lives inside your WordPress admin, alongside the integrations you already use. ## Same trusted platform. Pioneering again. With this plugin, WordPress sites become **intelligent**. It is an exceptionally useful product and the customer service I experienced was fast and thorough. Stephen P [wp.org](https://wordpress.org/support/topic/an-exceptionally-useful-product-and-great-service/ "wordpress.org") Uncanny Automator stands out in its ease of use, configurability and **flexibility**. With Uncanny Automator, we pretty much stopped using Zapier. Jing [wp.org](https://wordpress.org/support/topic/unbelievable-support-14/) I’ve been testing and building automation **solutions for clients** over the past 10 years. Once I found Uncanny Automator, I stopped looking for other software. Adam C [wp.org](https://wordpress.org/support/topic/best-automation-for-wordpress-on-the-market/ "wordpress.org") I tried 3 or 4 automator plugins before I decided on Uncanny. Boy did I make the right choice, as the **support** I’ve received has been exceptional. Noel A [wp.org](https://wordpress.org/support/topic/outstanding-555/ "wordpress.org") Really impressed by Uncanny Automator—a **gamechanger**. The plugin is clearly built very well and performs cleanly and consistently. Richard F [wp.org](https://wordpress.org/support/topic/top-grade-plugin/ "wordpress.org") I love it so much that I’m looking for more ways to streamline and **automate** our processes now. Such a great product! Steph W [wp.org](https://wordpress.org/support/topic/amazing-zapier-alternative/ "wordpress.org") **Uncanny Agent** is built on the proven foundation **50,000+ WordPress sites** already trust. ## Questions, asked and answered The things people ask before they get started. How is Uncanny Agent different from ChatGPT or Claude? ChatGPT and Claude know about WordPress in general. Uncanny Agent knows your WordPress site—your content, your settings, your plugins, your data—and it can complete tasks on your site. External AI tools give you instructions; Agent gives you results. Does Uncanny Agent replace my automations? No. Your existing automations keep running exactly as before; Uncanny Agent works alongside them. Use automations for recurring workflows. Use Uncanny Agent for on-demand requests, one-off tasks, and questions. Many users let Uncanny Agent build their automations *for* them. Will Uncanny Agent change my site without my approval? No. Uncanny Agent proposes; you approve. You decide what to ask, what tasks to delegate, and what actions to confirm before they go live. What WordPress plugins does Uncanny Agent work with? Uncanny Agent is built into Uncanny Automator and can execute any action available in Uncanny Automator. It can also access your database and understand many plugins beyond supported integrations. Is my site data safe? Yes. Uncanny Agent only accesses data necessary to fulfill your requests. We only use datacenters located in the United States, and your data is never used to train AI models. Do I need technical skills to use Agent? None. If you can describe what you need in plain language, Uncanny Agent can help. Developers will find it useful too—it generates code snippets, explains plugin internals, and accelerates technical work. Does this work on multiple sites? Yes. Uncanny Agent is available on every site running Uncanny Automator Pro. The Plus and Elite tiers are built for managing multiple sites — ideal for agencies and operators with portfolios. ## **Stop clicking.** Start asking Bring Uncanny Agent into your WordPress admin today. Get the most capable **AI assistant for WordPress** — alongside the automation engine **50,000+ sites already trust**. [Get Uncanny Agent](/pricing/) 14-day money-back guarantee · Cancel anytime · Your data stays on your site --- ### [Pricing](https://automatorplugin.com/pricing/) **Published:** September 19, 2018 **Author:** Dani **Content:** # The first true AI + Automation Solution for WordPress. ## Work less. SellSellEarnGrowShipConvertScaleProfitReachUpsellCross-sellRetainTeachEnrollEngageCertifyInspireMentorEducateGraduateEmpowerWritePublishCreateShareRankDistributeRepurposeProduceCraftNurtureLaunchTargetCampaignCaptureSegmentWelcomeConnectRenewBelongThriveBuildHostPresentPromoteRegisterGatherPerformBroadcastDeliverKnowTrackMeasureDecideAnalyzeReportDiscoverForecastOptimizeClarifyResolveRespondDelightHelpSupportSatisfyAnticipateCareImagineCustomizeExtendIntegrate more. Uncanny Automator now **combines the no-code automation engine you already trust with Uncanny Agent,** an AI assistant that lives inside your WordPress admin, understands your site, and can answer complex questions and complete tasks. AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f34864f5-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $60 $40 / mo billed annually at $480 $240 savings [ Get Elite ](/elite-aa-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $40 $30 / mo billed annually at $360 $120 savings [ Get Plus ](/plus-aa-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $25 $20 / mo billed annually at $240 $60 savings [ Get Basic ](/basic-aa-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite (Legacy) $599 / year\* [ Get Elite ](/elite-legacy) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus (Legacy) $349 / year\* [ Get Plus ](/plus-legacy) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic (Legacy) $199 / year\* [ Get Basic ](/basic-legacy) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \*Introductory pricing applies to the first year of AI + Automation plans; renewals are at full price. ![](https://automatorplugin.com/wp-content/uploads/2021/09/money-back-guarantee.svg) ### Our 100% No-Risk Money Back Guarantee We’re excited to have you try Uncanny Automator's powerful AI + Automation capabilities! We're so confident that Uncanny Automator with Uncanny Agent is one of the best values in WordPress today that if you don't agree, reach out to our team within 14 days of purchase and we’ll happily refund **100%** of your money (as long as you've used 5% or less of your Uncanny Agent usage). The Uncanny Owl Team ## Why Uncanny Automator? Get to know why **people love** Automator With this plugin, WordPress sites become **intelligent**. It is an exceptionally useful product and the customer service I experienced was fast and thorough. Stephen P [wp.org](https://wordpress.org/support/topic/an-exceptionally-useful-product-and-great-service/ "wordpress.org") Uncanny Automator stands out in its ease of use, configurability and **flexibility**. With Uncanny Automator, we pretty much stopped using Zapier. Jing [wp.org](https://wordpress.org/support/topic/unbelievable-support-14/) I’ve been testing and building automation **solutions for clients** over the past 10 years. Once I found Uncanny Automator, I stopped looking for other software. Adam C [wp.org](https://wordpress.org/support/topic/best-automation-for-wordpress-on-the-market/ "wordpress.org") I tried 3 or 4 automator plugins before I decided on Uncanny. Boy did I make the right choice, as the **support** I’ve received has been exceptional. Noel A [wp.org](https://wordpress.org/support/topic/outstanding-555/ "wordpress.org") Really impressed by Uncanny Automator—a **gamechanger**. The plugin is clearly built very well and performs cleanly and consistently. Richard F [wp.org](https://wordpress.org/support/topic/top-grade-plugin/ "wordpress.org") I love it so much that I’m looking for more ways to streamline and **automate** our processes now. Such a great product! Steph W [wp.org](https://wordpress.org/support/topic/amazing-zapier-alternative/ "wordpress.org") ![](https://automatorplugin.com/wp-content/uploads/2026/03/Uncanny-Agent.png "Uncanny Agent") #### How agent usage works **Every plan includes Uncanny Agent**. Uncanny Agent usage covers all AI interactions—site management tasks, questions about your site, and page building. Usage is shown as a simple percentage bar in your dashboard, so you always know where you stand. With just standard usage, you can: Create 500+ recipes Draft 200+ blog posts Generate 100+ images Analyze your business' sales trends, learning metrics, content strategy, SEO, form statistics, site security, site health and provide valuable insights and suggestions Perform hundreds of routine WordPress tasks like managing users, content and much more **Note**: Actual usage will vary depending on the complexity of your site and prompts. Want to get even more done? Usage **Top-Up Packs** let you add extra Agent capacity anytime. Plus AI + Automation users get 25% off agent usage packs and Elite AI + Automation subscribers 50% off top-ups. ## FAQ and resources Have a question about **Uncanny Automator**? We can help! Who should use Uncanny Automator? Uncanny Automator can add value in minutes to any WordPress site, but it's especially useful on sites where users have accounts. Membership sites, [eLearning sites](https://automatorplugin.com/better-elearning-courses-with-wordpress/), [eCommerce sites](https://automatorplugin.com/increase-wordpress-ecommerce-sales/) and social sites are perfect fits. If you're not sure how Automator might help your site, [try the free version](https://wordpress.org/plugins/uncanny-automator/) first and upgrade when you're ready. Is there a real company behind Uncanny Automator? There certainly is! [Uncanny Owl](https://uncannyowl.com/), creators of Automator, have been in the WordPress business for over 13 years, have plugins used by over 75,000 sites and are a leading provider of elearning plugins. Can I upgrade later? Of course! Upgrade at any time from [your license page](https://automatorplugin.com/my-account/licenses/) by paying the difference in cost between your current license and the new license. Please note that upgrades are not prorated and do not extend your license expiry date. Do you have a demo or free version? Absolutely! Our [free version](https://wordpress.org/plugins/uncanny-automator/) can be installed on your WordPress site and includes unrestricted use of hundreds of triggers and actions. Add Pro to unlock over 1,000 triggers and actions plus advanced Pro-only features! What do I need to use Uncanny Automator? You’ll need a WordPress site, of course, and it must be running PHP 7.4 or higher. To connect with our plugin integrations you’ll also need those plugins active on your site. Can I use Automator on client sites? You can use your licenses on any sites that you want. Please note, however, that support requests should come from the person that purchased the license. --- ### [Uncanny Page Builder](https://automatorplugin.com/uncanny-page-builder/) **Published:** July 28, 2026 **Author:** Dani **Content:** NEW IN AUTOMATOR • UNCANNY PAGE BUILDER # The first true AI page builder for WordPress From imagination to creation, nothing in between. Text-to-build your next web page — or drop in an image for inspiration. Plugin-independent portable web pages mean no lock-in. [Get started](https://automatorplugin.com/pricing/) [See it in action](#just-describe-it) northline.com/spring-sale Northline [Shop](#)[Deals](#)[Support](#) Shop the sale Spring Sale ends Sunday # Up to 40% off our best-selling gear. Three best-sellers, marked down for the season. Free shipping over $50. Sale ends in 02days 14hrs 39min Shop the sale -35% ### Aura Headphones $149$229Save $80 Best value-34% ### Pulse Speaker $79$119Save $40 -29% ### Track Smartwatch $199$279Save $80 #### Get 10% off your first order Early access to sales and new releases. No spam, unsubscribe anytime. Sign me up Uncanny Agent Listening Ask the agent about your page Send Uncanny Agent ## INTRODUCING #### Meet Uncanny Page Builder Your words are the interface. Forget blocks, widgets, and not-quite-right templates. Describe your page to Uncanny Agent in plain language, and it builds the layout, content, and styling — as clean HTML and CSS you own outright. ![](https://automatorplugin.com/wp-content/uploads/2026/04/1-duotone.svg "1-duotone") ### Describe your page Tell Uncanny Agent what the page is for: its purpose, its sections, down to the feel. Start with a sentence, or upload a screenshot to build from. ![](https://automatorplugin.com/wp-content/uploads/2026/04/2-duotone.svg "2-duotone") ### Uncanny Agent designs and builds it Back comes a complete, polished page — menus updated, images sourced fresh or pulled from your Media Library. Not a wireframe. A finished page. ![](https://automatorplugin.com/wp-content/uploads/2026/04/3-duotone.svg "3-duotone") ### Review and refine it your way Request changes in conversation, or edit text and images directly. Everything lands in a draft. Nothing goes live until you say so. ![](https://automatorplugin.com/wp-content/uploads/2026/04/4-duotone.svg "4-duotone") ### Publish a page that’s yours Plain HTML and CSS — the language every website is written in. Fast to load, easy to move, yours to keep. ## SOUND FAMILIAR? ### WordPress page builders were supposed to make this easy Instead, they handed you three new jobs Studio Work Pricing About Sign up Page in your head Clean, balanced, exactly how you pictured it. Get started #### **The learning curve** Elementor has widgets. Divi has modules. Gutenberg has blocks. Every builder makes you learn its system — and after hours of tutorials, **the page on your screen still isn't the page in your head.** Page Builder Pro Active \[page\_builder\] \[image src=""\] \[button\] #### **The lock-in** Deactivate the plugin and your pages go with it: broken layouts, dead functionality, a graveyard of shortcodes. Everything you built lives in someone else's format, and **only works while you keep paying for it.** 98 #### **The bloat** Every page ships with proprietary markup, inline styles, and scripts you never asked for. Visitors pay in slower loads. **You pay in bounce rates, Core Web Vitals, and search rankings.** ## DRAG-AND-DROP VS. PROMPT-TO-PAGE #### What a true AI page builder means for you Some builders bolt AI onto drag-and-drop — you still assemble the blocks while AI fills them in. Uncanny Page Builder works the other way around: you **describe and approve**, Uncanny Agent builds. Your time goes into what the page says, not how to assemble it. Feature ![](https://automatorplugin.com/wp-content/uploads/2026/07/u-bot-happy.svg)Uncanny Page Builder Traditional builders (Elementor, Divi, Kadence, etc.), with or without AI What you do Describe it, Uncanny Agent builds the whole page Assemble blocks and widgets by hand Where the design comes from You set brand standards once, Uncanny Agent designs in your style on every page You (or a not-quite-right template) What you own Clean HTML and CSS Proprietary markup and shortcodes If you deactivate the plugin Your design stays intact Pages break Trying it on a live page Your original is saved automatically, restorable anytime Manual backups and staging sites What you have to learn If you can describe it, you can build it px, em, vh, z-index, inline CSS, and hours of tutorials per builder What else you get 250+ integrations, workflow automations, and an AI assistant for WordPress — #### Get Uncanny Page Builder working for you. [Start now](/pricing/) ## DESIGN INTELLIGENCE #### The page builder that knows design A blank canvas is just more homework. Uncanny Agent brings the fundamentals — hierarchy, spacing, contrast, type scale — to every page it builds. ### You don't need to be a designer to build like one Describe what the page is for — **Uncanny Agent handles how it looks.** Your brand is still yours, from logos and fonts to image styles and tone. Agent works within the standards you set, applying the fundamentals to everything it builds. What comes back is designed, not assembled — the kind of page you're proud to publish. MODE [Shop](#)[Collections](#)[Journal](#)[About](#) 2 New Season 2026# Design that *lives* with you. Considered objects for a modern everyday. Thoughtfully made, built to last, and free shipping over $75. Shop the editExplore the story → ## Featured picks [View all →](#) ### Drift Runner Footwear $139 ### Terra Watch Timepiece $199 ### Nomad Pack Bags $119 ### Halo Shades Eyewear $89 **Free shipping**On every order over $75 **2-year warranty**Quality you can trust **30-day returns**Easy, no questions asked MODE Modern goods for a considered life. Join the list for early access to new drops. Subscribe Uncanny Agent Listening Ready to design your store Describe the store you want Send Done — your store is live. I set up a clean navigation and hero banner, a featured product grid, and a promo strip with footer. Uncanny Agent Listening ![reference](data:image/jpeg;base64,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) land110.jpg Reference image · 900×900 × Drag an image in, or ask the agent to build Send Uncanny AgentOn it — building a responsive landing page to match your reference: a bold hero headline, top navigation, a Try now button, and that blue geometric background. Preview coming up. ![](data:image/jpeg;base64,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) + ### Screenshot-to-style **Found a design you love?** Drop in a screenshot and Uncanny Agent builds in that style. Just say "make it feel like this." ### Real design feedback Not sure a page is working? **Ask Uncanny Agent**. It reads the actual page before answering — honest critique, like a designer reviewing your draft. Uncanny Agent Listening Ask the agent about your page Send Uncanny AgentClean layout — your value prop lands fast. One tweak: the hero CTA is low-contrast and easy to miss. Bump its contrast so it pops. ### Your brand, every time **Set it once** — logo, colors, fonts, button styles — and Uncanny Agent stays on-brand across every page, automatically. Is your brand "clean and minimal, generous white space" or, "bold and colorful, everything front and center"? [Define your style](https://www.automatorplugin.com/pricing) #### Get Uncanny Page Builder working for you. [Start now](/pricing/) ## LIVE ELEMENTS #### Pages that keep themselves current Build the page once and your content stays fresh. Blog feeds, member counts, menus, copyright years — [over 90 live-content elements](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/ "over 90 live-content elements") that update themselves, placed by **Uncanny Agent** wherever you ask. No module packs, no third-party widgets. ### Blog feeds and content grids Recent posts, related articles, galleries, and team directories as designed card grids that update themselves as your content changes. ### Login and registration forms Put login and registration right inside your designed pages — and welcome members back by name, avatar, and all. ### Conditional content Show a signup pitch to guests and a dashboard to members — one page, many audiences. ### Navigation menus and breadcrumbs Always in sync with your site — and Uncanny Agent can update your menus through conversation, too. ### Headers, footers, and site details Copyright year, site name, logo, tagline — tell Uncanny Agent once and it never forgets. ### Site stats and counters Show live numbers like "Join 12,000 registered members" — pulled from your real member and post counts. ### Sliders and animations Want movement? Just ask: touch-friendly sliders, carousels, and subtle animations, added by Uncanny Agent with professional-grade libraries built in. Over 90 built-in live elements, fresh on every page view — [**see the full list**](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/ "see the full list"). A paid upgrade elsewhere — included here. #### Get Uncanny Page Builder working for you. [Start now](/pricing/) ## NO LOCK-IN #### Your pages are yours. Forever. Clean HTML and CSS — universal web standards, not proprietary markup. Your pages don't need **Uncanny Page Builder** to keep working. They're yours, with or without us. #### Clean code, not shortcode soup View source on a traditional builder page: thousands of lines of proprietary markup. View source on your Uncanny Page Builder page: clean HTML and CSS any developer can read, modify, and extend. #### Deactivate-proof Deactivate Uncanny Automator and your design stays intact. Uninstalling never breaks or deletes your pages. (Live elements require Uncanny Automator to be active to render dynamic content.) #### Take your pages anywhere Download any page as a complete, standalone web page and host it anywhere — even outside WordPress. Move page source between your sites whenever you want. #### Faster pages, better rankings No builder engine on every visit, no shortcodes to process — visitors download only what the page needs. Strong Core Web Vitals, better SEO. # Human in the loop ### AI builds. You approve. Uncanny Agent works on a short leash — yours. You get the speed of **AI page building** with the control of doing it yourself. ![](https://automatorplugin.com/wp-content/uploads/2026/07/layer-group-duotone.svg "layer-group-duotone") #### Works with the site you already have Keep your theme and plugins — even your current pages. When Uncanny Page Builder takes over an existing page, your original is saved automatically, restorable anytime. ![](https://automatorplugin.com/wp-content/uploads/2026/07/file-pen-duotone.svg "file-pen-duotone") #### Make changes safely in a draft Every edit lands in a draft first. Your live page doesn't change until you save. ![](https://automatorplugin.com/wp-content/uploads/2026/07/palette-duotone.svg "palette-duotone") #### Nothing is permanent Try new fonts, swap out entire sections, see what a different color scheme does. Every edit — yours or Uncanny Agent's — can be undone. ![](https://automatorplugin.com/wp-content/uploads/2026/07/arrow-duotone.svg "arrow-duotone") #### Click-to-edit for quick changes Headlines, copy, and images are editable right on the page — no conversation needed to swap a photo or fix a phrase. ## THE AI + AUTOMATION PLATFORM FOR WORDPRESS #### Your pages are just the beginning You built new pages — now put them to work. Uncanny Page Builder is one of three core capabilities in Uncanny Automator: **workflow automation, AI assistant, and page building.** ![](https://automatorplugin.com/wp-content/uploads/2026/07/object-group-duotone.svg "object-group-duotone") ### Uncanny Page Builder Describe the page you want. Publish clean HTML and CSS. ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone.svg "ai-assistant-duotone") ### Uncanny Agent The assistant that builds your pages can help run the rest of your WordPress site too. Ask what's slowing your site down, delegate a bulk update, get it done in conversation. ![](https://automatorplugin.com/wp-content/uploads/2026/03/connect-in-one-place-duotone.svg "connect-in-one-place-duotone") ### Uncanny Recipe Builder Make your new pages work for you: tag leads from your landing page in your CRM, automate post-purchase workflows across 250+ integrations. No code, no per-task fees. One platform. Three capabilities. **Every AI + Automation plan includes all three.** ## From the team that pioneered WordPress automation + WordPress sites /5 rating on WordPress.org + downloads + integrations With this plugin, WordPress sites become **intelligent**. It is an exceptionally useful product and the customer service I experienced was fast and thorough. Stephen P [wp.org](https://wordpress.org/support/topic/an-exceptionally-useful-product-and-great-service/ "wordpress.org") ## Questions, asked and answered The things people ask before they get started. What is Uncanny Page Builder? Uncanny Page Builder is an AI-first page builder for WordPress, powered by Uncanny Agent. Describe the page you want, and Agent builds it — outputting clean HTML and CSS with no lock-in. Text and images are editable in the interface, but Agent is the primary way to build, edit, and refine pages through natural conversation. Is Uncanny Page Builder a separate plugin? No — Uncanny Page Builder is built into Uncanny Automator, so there's nothing extra to install. It's a core capability alongside Uncanny Recipe Builder and Uncanny Agent. Building with AI requires Uncanny Automator with Uncanny Agent enabled, and every AI + Automation plan includes the Agent usage that powers it. What happens to my pages if I deactivate Uncanny Automator? Unlike Divi or Elementor — where deactivating the builder leaves broken layouts and shortcode debris — Uncanny Page Builder pages are clean HTML and CSS, so your content and design keep rendering with or without the plugin. Live elements that update automatically (like a latest-posts list) do require Uncanny Automator to render — [see which elements behave which way](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/ "see which elements behave which way"). You can even download any page as a standalone file and host it anywhere, and uninstalling never deletes your pages. Does Uncanny Page Builder have a visual editor? Yes. Text is directly editable and images can be swapped with a click in Uncanny Page Builder's visual editor. For structural changes — new sections, layouts, redesigns — ask Uncanny Agent. Significant Agent changes wait for your approval, every edit can be undone, and built-in safeguards keep Agent from overwriting an edit you just made. Does Uncanny Page Builder work with my existing WordPress theme? Yes. Page by page, choose whether to keep your theme's header and footer or let Uncanny Page Builder design the entire page. Adopt it gradually — redesign one page and leave the rest of your site untouched — and it runs alongside WooCommerce, LearnDash, MemberPress, and the rest of your stack. When Page Builder takes over a page, the original is saved automatically and can be restored exactly as it was, anytime. Can Uncanny Page Builder show dynamic content on my WordPress pages? Yes — that's live content. Choose from over 90 built-in live elements: latest-posts sections that update themselves, content that welcomes logged-in members by name, sections shown only to the right audience, login and registration forms, menus that stay in sync with your site, and self-maintaining details like the copyright year. All of it renders server-side into clean HTML, resolved fresh on every page view. Can Uncanny Page Builder replace Elementor or Divi? Yes — and it works differently. Elementor AI and Divi AI add AI on top of drag-and-drop: you still assemble blocks and widgets, and the output is proprietary markup. Uncanny Page Builder is AI-first — designed for you to build with AI instead of wrestling menus and settings layers: text-to-build, where Uncanny Agent constructs the entire page from your description and what you get is clean HTML and CSS. There's no automatic conversion — you rebuild page by page (your original is saved automatically), and Page Builder detects other builders so they never fight over the same page. Do I need web design skills to build WordPress pages with AI? No. With Uncanny Page Builder, you bring the vision and stay in charge of how it looks — Uncanny Agent handles the execution, turning your direction into layout, hierarchy, and styling. Set your brand colors and fonts once (and lock them), give Agent standing design direction, and every page comes out looking the way you intended. Does Uncanny Page Builder use my Uncanny Agent usage? Yes — page building is powered by Uncanny Agent and draws on the Agent usage included with your plan: Monthly usage that refreshes every month, plus Anytime usage in reserve for the busy stretches. Are pages built with Uncanny Page Builder mobile-friendly? Yes. Preview and fine-tune every page at desktop, tablet, and mobile widths, and give Uncanny Agent device-specific styling instructions that apply only where you want them — the phone version gets its own attention, not a shrunken copy of the desktop page. Does Uncanny Page Builder have a money-back guarantee? Yes — every purchase is covered by a 14-day money-back guarantee. And because your pages are clean HTML and CSS, they stay intact even if you move on. ## **Dream it. Describe it.** Build it. Every page builder you've used put the hammer in your hand. Here, you bring the ideas — **Uncanny Agent does the building**. And the clean HTML and CSS is yours forever. Join **50,000+ WordPress sites** on the AI + Automation platform for WordPress. [Get Uncanny Page Builder](/pricing/) 14-day money-back guarantee · Clean HTML and CSS · Your pages are yours forever --- ### [Terms & Conditions](https://automatorplugin.com/terms-conditions/) **Published:** June 28, 2018 **Author:** Ryan Moore **Content:** **Last updated: 2026-08-13 – Updated terms for Lite users**: Introduction of Uncanny Agent ## Definitions In these Terms: - **“Agreement”** or **“Terms”** means these Terms & Conditions, including any policies referenced in or incorporated into them (such as our Privacy Policy and the Acceptable Use Policy in §10). - **“Beta Features”** has the meaning given in §13. - **“Content,” “Input,” “Output”** have the meanings given in §9.4. - **“Free Allocation”** means an allocation of Uncanny Agent usage that we provide at no charge — including starter allocations for free Uncanny Automator accounts and loyalty or promotional bonuses — as described in §9.1. - **“License Key”** means the unique key issued to you to authenticate your Subscription and access updates, support, and other Services. - **“Plugin”** means the Uncanny Automator WordPress plugin and any add-ons distributed by us under the same license. - **“Services”** means the Plugin, Uncanny Agent, the Site, our APIs, our hosted services, support, automatic updates, and any related services we provide. - **“Site”** means automatorplugin.com and any other websites operated by Uncanny Owl Inc. - **“Subscription”** means a recurring paid plan that entitles you to a License Key and access to Services for a stated term. - **“Uncanny Owl,” “we,” “our,” “us”** means Uncanny Owl Inc., a Canadian corporation. - **“You,” “your,” “user”** means the individual or legal entity that accesses or uses our Services. ## 1. Plugin Purchases ### 1.1. Plugin Licensing The PHP source code of Uncanny Owl plugins is licensed under the GNU General Public License () version 2.0 or later (“GPL”). Bundled non-code assets — including, without limitation, images, icons, fonts, documentation, marketing copy, and trademarks — and the Site, License Keys, support, automatic updates, and other hosted Services, are not GPL-licensed and remain proprietary to Uncanny Owl Inc. and its licensors. They are made available to you only under these Terms. ### 1.2. Plugin Warranty Plugins sold and distributed by Uncanny Owl Inc. are done so in the hope that they will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. Inasmuch as WordPress functions correctly on a clean install of itself, our plugins are guaranteed to function on a clean install of the minimum, stable and required version of WordPress for Uncanny Owl plugins. Because the number and variety of plugins is vast and wide, we do not guarantee that the plugin will function with all third-party plugins, themes or browsers of any kind. We do not assume responsibility and will not be held responsible for any conflicts or compatibility issues that may occur due to third-party software. We assume no responsibility for any data loss as a result of installing or using Uncanny Owl plugins. Should conflicts occur with third-party software, we may provide support at our discretion. ### 1.3. Plugin Support We sell our plugins “as is” — they may not do exactly what you want, and they may not play nicely with every theme or third-party plugin out there. Email support is only available if you have an active, paid plugin license. If you have a free account, support is provided at our discretion via the Uncanny Automator listing on wordpress.org. Support and updates are included for one year from your original purchase. After that, you’ll need to renew to keep receiving them. If your purchase includes an auto-renewing Subscription, support continues for as long as your Subscription is active. We try our best to help, but we can’t promise we’ll answer every question to your full satisfaction or within a specific timeframe. ### 1.4. Automatic Updates Automatic updates are available as long as you have an active Subscription and a valid License Key. ### 1.5. Plugin Delivery Once your payment goes through, you’ll get an email with your order number and purchase details. Your License Key and plugin downloads live in your account area — log in any time to access them. If the email doesn’t show up, just email us and we’ll resend your purchase info. You can re-download purchased files as long as your License Key is valid. If it expires, download access pauses until you renew. ### 1.6. Plugin Ownership The PHP source code of our Plugins is distributed under the GPL (see §1.1). All other components of the Services — including the Site, our SaaS components, License Keys, the Uncanny Owl and Uncanny Automator names, logos, brand designs, support content, knowledge base, and documentation — are proprietary to Uncanny Owl Inc. or its licensors, and may not be copied, redistributed, sublicensed, or used to create derivative works except as expressly permitted by these Terms or applicable law. Claiming intellectual or exclusive ownership rights of these components is prohibited. Subject to §5, our Services are otherwise provided “as is” without warranty of any kind, express or implied, and we shall not be liable for any damages arising from use of, or inability to use, our Services. ### 1.7. Site & Hosted Content All non-code content on the Site and in our hosted Services — images, documentation, knowledge-base articles, marketing copy, and so on — belongs to Uncanny Owl Inc. (or is used under license), and you can’t redistribute it without our written permission. None of this affects the rights you have to the Plugin source code under the GPL. ### 1.8. Plugin Refund Policy If you’re unhappy with your purchase, or there’s an issue we can’t fix that makes the Plugin unusable, we’ll consider a refund. Refunds are at our discretion and must meet **all** of these conditions: - You request the refund within **14 days** of the initial purchase. No refunds are granted after 14 days. - The purchase is not a Subscription renewal. No refunds are granted on Subscription renewals. We send a renewal reminder before each auto-renewal so you have time to cancel. - **For AI + Automation plans:** at the time of your refund request, your total Uncanny Agent usage is no more than **5%** of the **Monthly usage** allocation included with your plan for the current billing period. AI + Automation plans on which Uncanny Agent usage exceeds this threshold are not refundable. - **Add-on Uncanny Agent usage packs** are non-refundable once any portion of the pack has been consumed. - You have not previously received a refund on an Uncanny Automator purchase. **A maximum of one refund will be provided per customer.** If you make a purchase, receive a refund, and later purchase again, the subsequent purchase is not refund-eligible. **EU/UK consumers.** If you are a consumer resident in the European Economic Area or the United Kingdom, you ordinarily have a 14-day right of withdrawal for digital-content purchases unless you expressly waive that right. By purchasing the Plugin and downloading it or activating your License Key, you expressly request immediate provision of the digital content and acknowledge that your statutory right of withdrawal will be lost upon download or activation. By purchasing from our Site, you agree to this refund policy and waive any right to challenge it through questions, judgment, or legal action, except as required by applicable consumer-protection law. ### 1.9. Account Access & License Use You can’t sell, rent, share, or transfer your access to the Site or your Plugin License Key. We may cancel any License Key that’s shared, sold, or transferred. ### 1.10. Discounts and Auto-Renewal We sometimes offer introductory discounts. These apply only to the first term of your Subscription — once that term ends, you’ll be charged the regular price. Each customer gets one introductory discount, and discounts don’t apply to renewals. **Auto-renewal.** Unless your plan is described as a one-time purchase, your Subscription will renew automatically at the end of each term, at the then-current renewal price, using the payment method on file, until you cancel. We’ll email you a reminder before each renewal. You can cancel auto-renewal anytime before the renewal date from your account dashboard at automatorplugin.com or by contacting support — cancellation takes effect at the end of the current billing term, and you’ll keep access to the Services until then. By subscribing, you authorize us to charge your payment method on each renewal. ### 1.11. Uncanny Agent Uncanny Agent is also covered by the additional terms in **§9 (Uncanny Agent)** below. Those terms apply on top of the rest of these Terms, and if there’s any conflict specifically about Uncanny Agent, §9 wins. ### 1.12. Account, Credentials & Security Some Services require an account. When you create one, you agree to: (a) give us accurate, current, complete information; (b) keep your login and License Key confidential; (c) take responsibility for everything that happens under your account; and (d) tell us right away if you suspect unauthorized access. We may require extra authentication (like MFA) at our discretion. You can close your account anytime by contacting support — we’ll keep certain records where legal, tax, accounting, fraud-prevention, or audit obligations require it. ## 2. Email We may occasionally email you about your purchase, and we may send you the odd newsletter with Uncanny Owl updates, promotions, and product news. We’ll never sell or share your email with third-party vendors. You can opt out of these emails anytime. ## 3. Modifications to Service and Pricing We can modify, change, cancel, or upgrade any Service, Subscription, or License Key, and prices may change at any time. ## 4. Usage Limits Some app integrations send or receive data through an [API server](https://automatorplugin.com/knowledge-base/data-privacy-and-gdpr/). Requests to that server are subject to these limits: - X/Twitter: 5 per 24 hours using the Automator Twitter app or 100 per 24 hours using your own app - Google Sheets, Facebook Pages, Instagram: 80 per minute - Limit across all app integrations: 240 per minute Requests over these limits may be blocked. Uncanny Agent has its own usage allocations and request limits, which vary by plan tier (and, for Free Allocations, by the terms of the grant) and are described on our pricing page and in-product. We may update these limits from time to time. If you exceed them, your requests may be throttled or blocked. If you use up your plan’s usage allocations (Monthly usage and Anytime usage), you can upgrade to a higher AI + Automation plan or buy an add-on usage pack; if you use up a Free Allocation, you can upgrade to a paid AI + Automation plan — add-on usage packs are available on paid plans only. See §9.1. ## 5. Limitation of Liability **Service availability.** Uncanny Owl reserves the right to modify, suspend, or discontinue any Service, in whole or in part, at any time. Where reasonably practicable, we will provide notice of material changes (see §3); for security, legal, or risk reasons, we may act without notice. **Disclaimers.** TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTY THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE. **Excluded damages.** TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL UNCANNY OWL OR ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. **Cap on liability.** TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES WILL NOT EXCEED THE GREATER OF (A) THE FEES YOU PAID US FOR THE SERVICES IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE LIABILITY, OR (B) ONE HUNDRED CANADIAN DOLLARS (CAD $100). ## 6. Acceptance of Terms You accept these Terms when you (a) buy any Service, (b) create an account, or (c) access or use the Services. If you’re accepting on behalf of a business or organization, you confirm you have authority to bind it — and “you” includes both you and that entity. We may update these Terms occasionally. The “Last updated” date at the top tells you when the current version took effect. If you keep using the Services after a change, that counts as accepting the updated Terms. These Terms include our [Privacy Policy](https://automatorplugin.com/privacy-policy/) and the Acceptable Use Policy in §10 by reference. ## 7. Affiliates When you sign up for the Uncanny Automator affiliate program, you agree to the affiliate terms below. We may update them from time to time, and we’ll give you reasonable advance notice of material changes by email or through the affiliate dashboard. If you stay in the program after a material change takes effect, that counts as accepting it. Breaking any affiliate term may result in termination of your account and forfeiture of any outstanding commissions earned during the period of the violation. ### 7.1. Affiliate Terms 1. You must be 18 years or older to participate. 2. You must be a human. 3. You must provide your legal full name, a valid email address, and any other information requested in order to complete the signup process. 4. Your login may only be used by one person. You are responsible for maintaining the security of your account. 5. One person or legal entity may not have more than one account. 6. Payments will only begin once you’ve earned more than $100 in affiliate income. If your account never reaches $100, your commissions will not be paid. 7. You may not misrepresent your relationship with Uncanny Owl or the Uncanny Automator plugin. You may not say you developed the product, say you are part of Uncanny Owl, or imply any relationship or affiliation with us except as an affiliate. 8. You may not purchase products through your affiliate links for your own use. 9. You may not promote a coupon that is branded specifically to another party. 10. You may not bid on phrases implying that coupon codes for Uncanny Automator are available. 11. You may not generate pop-ups, pop-unders, iframes, frames, or any other seen or unseen actions that set affiliate cookies unless the user has expressed a clear and explicit interest in activating a specific savings by clicking on a clearly marked link, button, or image for that particular coupon or deal. Your link must send the visitor to the merchant site. 12. The user must be able to see coupon/deal/savings information and details before an affiliate cookie is set (i.e., “click here to see coupons and open a window to merchant site” is NOT allowed). 13. Affiliate sites may not have “Click for (or to see) Deal/Coupon” or any variation when there are no coupons or deals available, and the click opens the merchant site or sets a cookie. Affiliates with such text on the merchant landing page will be removed from the program immediately. 14. No PPC ads without prior written permission. Affiliates earn 25% of the plugin cost on new annual product sales. Commissions are paid monthly, with a 30-day waiting period after each sale — so January commissions, for example, get paid in March. We pay commissions by PayPal only — you’ll need a PayPal account to receive yours. Uncanny Owl, in its sole discretion, has the right to suspend or terminate your account for any reason at any time. Uncanny Owl is not liable for indirect, special, or consequential damages arising in connection with this agreement or the affiliate program. ## 8. AI-Assisted Services Our AI-assisted Services — including Uncanny Agent — are subject to the additional terms in §9 below. Those terms apply on top of the rest of these Terms, and if there’s a conflict specifically about AI-assisted Services, §9 wins. --- ## 9. Uncanny Agent These terms apply to your use of Uncanny Agent and are in addition to the rest of these Terms. Capitalized terms not defined in this §9 have the meanings given in the Definitions section above. ### 9.1. Availability Uncanny Agent is available to (a) holders of an active Uncanny Automator **AI + Automation** plan (any tier), and (b) users that have been provided with a Free Allocation of Uncanny Agent usage. Each AI + Automation plan includes usage allocations for Uncanny Agent — **Monthly usage**, which refreshes each month, and **Anytime usage**, which can be spent at any point in the plan year; allocations vary by plan tier and are described on our pricing page and in-product. Uncanny Agent usage is consumed by Agent activity across the Services, including page building with Uncanny Page Builder. If you exhaust your plan’s allocations, you may upgrade to a higher AI + Automation plan or purchase an add-on usage pack to continue using Uncanny Agent until your next billing cycle. **Uncanny Automator Pro Legacy plans are automation-only and do not include access to Uncanny Agent,** except through Free Allocations that may be awarded at our discretion. Availability of specific features, models, and integrations may change over time. **Free Allocations.** We may provide Free Allocations of Uncanny Agent usage — for example, a starter allocation for free Uncanny Automator account holders — at our discretion. Free Allocations require a free Uncanny Automator account; are limited to one per person, per account, and per site unless we state otherwise; are non-transferable and may not be sold, shared, or pooled; have no cash value; carry no support entitlement; and are provided “as is.” We may change the size, eligibility conditions, or availability of Free Allocations, or stop offering them, at any time, and we have no obligation to provide additional free usage once a Free Allocation is exhausted. To continue using Uncanny Agent after exhausting a Free Allocation, upgrade to a paid AI + Automation plan; add-on usage packs are available on paid plans only. No refund obligations attach to Free Allocations, and the refund commitments in §9.7 apply to paid subscriptions and add-on usage packs only. Uncanny Agent may be unavailable from time to time while we make changes, do maintenance, or work through issues with our underlying providers. There’s no service-level agreement for Uncanny Agent — see §12 (Service Availability). We reserve the right to limit, suspend, or discontinue any user’s access to Uncanny Agent at our sole discretion, including (without limitation) for breach of these Terms, suspected abuse, or to comply with applicable law. Where we limit, suspend, or discontinue a user’s access to Uncanny Agent under this §9.1, we may also suspend or close the associated Uncanny Automator account and cancel any associated paid license, and may provide a refund at our sole discretion. This §9.1 applies notwithstanding §1.8. ### 9.2. Privacy and Data Use Uncanny Agent works with the data you give it through the chat interface and the data it collects from your site to do what you ask. It doesn’t access anything outside that scope. **How we use your conversations.** We may review and sample your Inputs and Outputs to operate, secure, troubleshoot, and improve Uncanny Agent — including for internal evaluation, quality assurance, prompt iteration, and red-teaming. **We do not use your Inputs or Outputs to train, fine-tune, or otherwise develop machine-learning models, and we do not use them to build retrieval indexes or training datasets.** Where Uncanny Agent uses third-party AI providers (see below), those providers process your Inputs under their own commercial enterprise terms; we contract for “no training on customer data” terms with our providers. You may delete your Uncanny Agent conversation history at any time from within the product, or by emailing ; deletion requests are processed within 30 days. We may retain a minimal record of the fact that a conversation occurred (without its contents) where required for legal, tax, accounting, fraud-prevention, or audit purposes. **Third-party AI providers.** To provide Uncanny Agent’s functionality, your Inputs and related data may be transmitted to third-party AI service providers for processing. We may use any of the following AI service providers: **Anthropic (Claude)**, **Google Cloud Vertex AI**, **Amazon Web Services (Bedrock)**, and **DeepInfra**, each under their commercial enterprise terms. Under those terms, none of these providers uses your Inputs or Outputs to train their foundation models, and data is retained only for the limited periods needed to operate the service and meet abuse-monitoring or legal-compliance obligations. The current list of subprocessors, with links to each provider’s terms and privacy policy, is published on our subprocessors page (see §11). **Conflict.** Your use of Uncanny Agent is also subject to the terms and policies of these third-party providers. In the event of a conflict between these Terms and any third-party terms, these Terms govern your relationship with Uncanny Owl Inc., but you remain independently responsible for compliance with applicable third-party terms. For broader information about the data we collect and how we handle it, including data-subject rights, retention, and security commitments, see §11 (Privacy & Data Processing) and our [Privacy Policy](https://automatorplugin.com/privacy-policy/). ### 9.3. Using Uncanny Agent #### Age Requirement You need to be at least 18 (or the age of majority where you live) to use Uncanny Agent. If you’re between 13 and 18, you can only use it with a parent or legal guardian who agrees to these Terms on your behalf. Uncanny Agent isn’t for anyone under 13. #### What You Can Do As long as you follow these Terms, you can access and use Uncanny Agent. While using it, you need to follow all applicable laws and the Acceptable Use Policy in §10. #### What You Cannot Do Don’t use Uncanny Agent for anything illegal, harmful, or abusive. Specifically, you may not: - Use Uncanny Agent in a way that infringes, misappropriates, or violates anyone’s rights. - Modify, copy, lease, sell, or distribute Uncanny Agent. - Attempt to or assist anyone to reverse engineer, decompile, or discover the source code or underlying components of Uncanny Agent, including our models, algorithms, or systems (except to the extent this restriction is prohibited by applicable law). - Automatically or programmatically extract data or Output. - Represent that Output was human-generated when it was not. - Interfere with or disrupt Uncanny Agent, including circumventing any rate limits, restrictions, protective measures, or safety mitigations. - Create multiple accounts, or use automated or fraudulent means, to obtain additional Free Allocations or other Uncanny Agent usage allocations. - Sell, share, transfer, or pool Uncanny Agent usage allocations across accounts or sites. - Use Output to develop services that compete with Uncanny Automator or Uncanny Agent. - Use Uncanny Agent to generate spam, malware, phishing content, or other malicious material. - Use Uncanny Agent to generate content that exploits or harms minors. - Use Uncanny Agent to generate deceptive content intended to mislead others about its AI-generated nature where disclosure is required by law. - Attempt to extract, replicate, or probe the underlying AI models or their training data. **High-risk uses prohibited.** You may not use Uncanny Agent or any Output as the sole or material basis for decisions that have a legal or similarly significant effect on a person, including decisions about credit, employment, education, housing, insurance, immigration, public benefits, legal rights, or medical diagnosis or treatment. You are solely responsible for ensuring that any decision-making in these areas involves appropriate human review and qualified professional input. #### Feedback We love getting feedback. You agree we can use it freely, without restriction or paying you. Send feedback through our standard support form or any in-product feedback channel we make available. ### 9.4. Content #### Your Content You may provide input to Uncanny Agent (“Input”) and receive output from Uncanny Agent based on the Input (“Output”). Input and Output are collectively “Content.” You are responsible for Content, including ensuring that it does not violate any applicable law or these Terms. You represent and warrant that you have all rights, licenses, and permissions needed to provide Input to Uncanny Agent. #### Ownership of Content As between you and Uncanny Owl Inc., and to the extent permitted by applicable law, you (a) retain your ownership rights in Input and (b) own the Output. We hereby assign to you all our right, title, and interest, if any, in and to Output. #### Similarity of Content Due to the nature of Uncanny Agent and artificial intelligence generally, Output may not be unique, and other users may receive similar Output from Uncanny Agent. Our assignment above does not extend to other users’ output. #### Our Use of Content We may use Content to provide, maintain, develop, and improve our Services, comply with applicable law, enforce our terms and policies, and keep our Services safe. Our use of Content for these purposes is further described in §9.2 (Privacy and Data Use). Our third-party AI service providers may process, temporarily store, or use Content in accordance with their respective terms of service and privacy policies, which may include using Content for safety monitoring, abuse prevention, and service improvement unless you have opted out where such options are available. #### Accuracy Artificial intelligence and machine learning are rapidly evolving fields. We are constantly working to improve Uncanny Agent to make it more accurate, reliable, safe, and beneficial. Given the probabilistic nature of machine learning, use of Uncanny Agent may, in some situations, result in Output that does not accurately reflect real people, places, or facts. When you use Uncanny Agent, you understand and agree: - Output may not always be accurate. You should not rely on Output as a sole source of truth or factual information, or as a substitute for professional advice. - You must evaluate Output for accuracy and appropriateness for your use case, including using human review as appropriate, before using or sharing Output. - Uncanny Agent may produce incomplete, incorrect, or offensive Output that does not represent Uncanny Owl Inc.’s views. References to third-party products or services in Output do not imply endorsement or affiliation. - Uncanny Agent relies on third-party AI models whose behaviour and outputs are outside our direct control. We do not guarantee the availability, accuracy, or suitability of these underlying services. - Restrictions on high-risk uses of Output are set out in §9.3. ### 9.5. Our IP Rights We and our affiliates own all rights, title, and interest in and to Uncanny Agent. ### 9.6. Termination and Suspension You can stop using Uncanny Agent anytime. We can suspend or terminate your access at our sole discretion, including if we determine: - You breached these Terms. - We must do so to comply with the law. - Your use of Uncanny Agent could cause risk or harm to Uncanny Owl Inc., our users, or anyone else. Where we suspend or terminate your access to Uncanny Agent, the consequences set out in §9.1 (including possible suspension or closure of your account, cancellation of any paid license, and any discretionary refund) apply. We will not owe you a refund where the suspension or termination is due to your breach, abuse, or unlawful use of the Services. ### 9.7. Discontinuation of Services We may decide to discontinue Uncanny Agent. If we do, we’ll give you reasonable advance notice and refund: (a) the unused portion of your current AI + Automation subscription term on a pro-rata basis, and (b) any unused, unconsumed add-on usage packs you bought in the preceding 12 months. Partially or fully consumed packs aren’t refundable. ### 9.8. Indemnity If you are a business or organization, to the extent permitted by law, you will indemnify and hold harmless us, our affiliates, and our personnel from and against any costs, losses, liabilities, and expenses (including reasonable attorneys’ fees) arising out of any third-party claim arising out of or relating to your use of Uncanny Agent and Content or any violation of these Terms. ### 9.9. Site Responsibility and Agentic Actions With your authorization, Uncanny Agent can take actions on your WordPress site or connected third-party services on your behalf — reading data, creating or changing recipes, creating or editing pages, menus, and site content, configuring integrations, and so on. You acknowledge and agree that: - You are responsible for the configuration, security, and maintenance of your WordPress site (including backups), and for the third-party accounts you connect to Uncanny Agent. - Actions taken by Uncanny Agent at your request are taken as your agent, and you are responsible for the consequences of those actions, including any costs, charges, or third-party effects. - We strongly recommend backing up your site before authorizing Uncanny Agent to make significant changes. - Subject to §5 (and except to the extent caused by our gross negligence or willful misconduct), we are not liable for losses (including data loss, configuration loss, or third-party fees) resulting from Uncanny Agent acting on your instructions. ### 9.10. AI Output and IP Claims You acknowledge that you are responsible for the Output you choose to use or publish, and that the assignment of Output to you in §9.4 is provided “as is,” without representation or warranty as to non-infringement of any third-party rights. We do not provide a defense or indemnity for third-party claims arising from your use of Output; your responsibility for Content under §9.4 and your indemnification obligations under §9.8 apply. --- ## 10. Acceptable Use Policy You agree not to use any Service to: - Violate any law, regulation, or third-party right. - Harass, abuse, defame, threaten, or otherwise harm any person. - Send spam or unsolicited commercial messages. - Distribute malware, viruses, or other malicious code. - Attempt to gain unauthorized access to any system, account, or data. - Probe, scan, or test the vulnerability of any system or network without authorization. - Interfere with or disrupt the integrity or performance of the Services or the data they contain (including by excessive request volume, bot traffic, or abusive automation outside disclosed limits). - Reverse engineer, decompile, or otherwise attempt to derive the source code of the non-GPL components of the Services, except to the extent that this restriction is prohibited by applicable law. - Misrepresent your identity, affiliation, or authority. - Use the Services to build a competing product, or to scrape data for that purpose. - Configure Automator recipes that violate any third-party platform’s terms of service. We may investigate suspected violations of this §10 and respond as we see fit, including by suspending or terminating access (see §5, §9.1, and §9.6). ## 11. Privacy and Data Processing Our [Privacy Policy](https://automatorplugin.com/privacy-policy/) covers how we collect, use, and share personal data. This §11 adds to the Privacy Policy specifically for the Services. **Roles.** Where you use the Services to process personal data of your end users — for example, when Automator handles your customers’ data, or when Uncanny Agent reads data from your site — you act as the controller (or business) and we act as the processor (or service provider) with respect to that personal data. You are responsible for having a lawful basis to process that data and for providing any required notices and obtaining any required consents. **Data Processing Addendum.** A DPA is available if you need one — for example, if you handle data from EEA, UK, California, or Quebec residents. Visit to generate a copy. **Subprocessors.** We use the subprocessors listed at our [subprocessors page.](https://automatorplugin.com/subprocessors/) **Data-subject rights.** Subject to applicable law, individuals may request access to, correction of, deletion of, restriction or objection to processing of, or portability of their personal data by contacting us at [privacy@uncannyowl.com.](mailto:privacy@uncannyowl.com.) We will respond within the timeframes required by applicable law. **Security.** We implement and maintain commercially reasonable administrative, technical, and physical safeguards designed to protect personal data against unauthorized access, use, alteration, and disclosure. No system is perfectly secure, and we do not warrant that the Services will be uninterrupted, error-free, or invulnerable. ## 12. Service Availability We don’t provide a service-level agreement or uptime guarantee for any Service. We’ll use commercially reasonable efforts to keep things up and running, but downtime, latency, errors, and outages happen — and (except as required by law or as expressly stated in §9.1, §9.6, or §9.7) those aren’t refundable. ## 13. Beta and Early-Access Features We may from time to time make features, products, or Services available on a beta, alpha, preview, early-access, or evaluation basis (“Beta Features”). Beta Features are offered “AS IS,” without any warranty, support commitment, service level, or uptime guarantee, and we may modify or discontinue them at any time. We may terminate access to a Beta Feature at any time without liability. The §1.8 refund rules don’t apply to Beta Features unless we agree otherwise in writing. The fact that Uncanny Agent is generally available doesn’t change this §13 for other features. ## 14. Export Controls and Sanctions You represent and warrant that: (a) you are not located in, ordinarily resident in, or organized under the laws of a country or territory subject to comprehensive sanctions administered by the Government of Canada, the United States, the United Kingdom, the European Union, or the United Nations Security Council; (b) you are not a person identified on any list of restricted or prohibited persons maintained by any of those authorities; and (c) you will not use the Services in violation of any applicable export-control or sanctions law. We may suspend or terminate your access to the Services if we determine that your use breaches this §14. ## 15. Governing Law and Venue These Terms are governed by the laws of the Province of Ontario, Canada, and the federal laws of Canada applicable in Ontario, without regard to conflict-of-laws principles. The courts located in Toronto, Ontario have exclusive jurisdiction to hear any dispute arising out of or relating to these Terms or the Services, and you consent to the personal jurisdiction of those courts. ## 16. General **Force majeure.** Neither party will be liable for any failure or delay in performance to the extent caused by circumstances beyond its reasonable control, including acts of God, natural disasters, war, terrorism, riots, civil unrest, government action, labour disputes, internet or telecommunications failures, third-party service outages, and pandemics. **Assignment.** You may not assign or transfer these Terms or any rights under them without our prior written consent; any attempted assignment in violation of this section is void. We may assign these Terms (in whole or in part) without your consent, including in connection with a merger, acquisition, sale of assets, or by operation of law. **Notices.** We may give you notices by email (to the address on file with your account), through the Site, or via your account dashboard. Send legal notices to us at . **No waiver.** Our failure to enforce any provision of these Terms is not a waiver of our right to do so later. **Entire agreement.** These Terms (together with the policies they incorporate by reference and any order form or written agreement we sign with you) constitute the entire agreement between you and us regarding the Services and supersede all prior or contemporaneous understandings on that subject. **Survival.** The following Sections survive termination or expiration of these Terms: §1.6, §1.7, §1.8 (with respect to completed transactions), §1.12, §5, §6, §9.4, §9.5, §9.7, §9.8, §9.9, §9.10, §10, §11, §14, §15, §16, and §17, along with any other provision that by its nature should survive. ## 17. Severability If any part of this Agreement is found unenforceable or invalid, that part will be modified to the minimum extent needed to make it enforceable, and the rest of the Agreement remains in effect. --- ### [Create an Uncanny Automator Account](https://automatorplugin.com/signup/) **Published:** April 20, 2023 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2022/09/uncanny-automator-vertical-logo.svg "uncanny-automator-vertical-logo") ### Create your free Automator account Get free usage of Uncanny Agent, Uncanny Page Builder and 250 app credits! No credit card, no API key, no separate AI subscription required. ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone-1.svg "ai-assistant-duotone") #### **Uncanny Agent, your AI assistant for WordPress** Ask about your site or hand off a task — Uncanny Agent understands your site and gets to work. ![](https://automatorplugin.com/wp-content/uploads/2026/07/object-group-duotone.svg "object-group-duotone") #### ****Uncanny Page Builder — describe a page, Uncanny Agent builds it**** Get beautiful pages with no blocks to learn and no design expertise required. ![](https://automatorplugin.com/wp-content/uploads/2026/03/no-success-tax-duotone.svg "no-success-tax-duotone") #### ****250 free app credits**** Connect to social media, CRMs, Google apps, Slack and more. Plus exclusive discounts and early access to sales. + WordPress sites /5 rating on WordPress.org + downloads + integrations You are already logged-in. [ Logout ](https://automatorplugin.com/wp-login.php?action=logout&_wpnonce=999344db2c) #### Three capabilities. One platform Uncanny Automator is an AI + Automation platform for WordPress. Uncanny Recipe Builder automates your workflows. Uncanny Agent answers questions about your site and completes tasks. Uncanny Page Builder builds your pages. They were engineered together, not glued together — so there’s nothing to connect, nothing to explain, and nothing to redo. No assembly required. ![](https://automatorplugin.com/wp-content/uploads/2026/03/connect-in-one-place-duotone.svg "connect-in-one-place-duotone") ### Uncanny Recipe Builder **Automate your workflows.** Connect the plugins and apps you already run, without code. A form submission adds a row to Google Sheets. A purchase enrolls a student. A new member gets announced in Slack. All of your favorite plugin and app integrations, and the WordPress plugin integrations never use credits. ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone.svg "ai-assistant-duotone") ### Uncanny Agent **Ask it. It does it.** *“How many orders came in this week?” · “Create a draft post about our summer sale.” · “Add this customer to my Mailchimp list.”* Uncanny Agent understands your specific site, and it runs integration actions on request — no recipe required. Free Agent usage is included with your account. ![](https://automatorplugin.com/wp-content/uploads/2026/07/object-group-duotone.svg "object-group-duotone") ### Uncanny Page Builder **Describe it. Uncanny Agent builds it.** *“Create a landing page for my spring sale with a hero section, three product highlights and a signup form.”* Uncanny Agent builds it, and you refine it by conversation — resize, recolor, reorder, add a section. This is text-to-build: your words are the interface, and the output is clean HTML and CSS you can take anywhere. One platform. Three capabilities. **Every AI + Automation plan includes all three.** #### Your 250 app credits work with every app integration [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/), [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack ](https://automatorplugin.com/integration/slack/), [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) Mailchimp ](https://automatorplugin.com/integration/mailchimp/), [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/), [ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Meetings ](https://automatorplugin.com/integration/zoom-meetings/), [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/), and more — all connected through Automator’s secure relay, so there are no API keys to obtain and no separate app subscriptions to buy. One credit per app action. [**See all 250+ integrations**](https://automatorplugin.com/integrations/ "See all 0+ integrations") #### What happens after you sign up ![](https://automatorplugin.com/wp-content/uploads/2026/04/1-duotone.svg "1-duotone") ### Create your account Verify your email and set a password. About 30 seconds. ![](https://automatorplugin.com/wp-content/uploads/2026/04/2-duotone.svg "2-duotone") ### Install Uncanny Automator Lite Add your site’s URL above and we’ll generate an install link for you. ![](https://automatorplugin.com/wp-content/uploads/2026/04/3-duotone.svg "3-duotone") ### Ask Uncanny Agent something Open Uncanny Agent in your WordPress admin and ask your first question — or describe your first page. Your free usage is already there. #### Ready to start? [ Create your free account ](#create-account) ## FAQ and resources Have a question about **Uncanny Automator**? We can help! Is the AI really free? Yes. Free Uncanny Agent usage is included with your account to get you started, so you can try Agent and build pages with Uncanny Page Builder without paying anything. Paid plans add Monthly usage that refreshes every month, plus Anytime usage you can spend at any point in your plan year. Do I need an OpenAI API key or a separate AI subscription? No. Uncanny Agent runs on leading AI models that we select and manage for you — you never choose a model, configure a provider, or pay a model bill. There are no MCP servers to deal with either. Install the plugin, create your free account, and start chatting. Uncanny Recipe Builder works differently, and deliberately: there you can connect your own AI provider — OpenAI, Anthropic, Google Gemini and more — for use inside your recipes. What’s the difference between app credits and Uncanny Agent usage? They’re two separate things, and your account comes with both. **App credits** are spent by app integration actions inside your recipes — one credit per action, 250 to start. **Uncanny Agent usage** is spent when Agent answers a question, completes a task, or builds a page. Integrations with WordPress plugins, and webhooks, never use credits at all — those are unlimited on the free plugin. Can I use Uncanny Page Builder on the site I already have? Yes. Keep your theme and keep your plugins — Uncanny Page Builder works page by page, so you can redesign one landing page and leave the rest of your site exactly as it is. When it takes over an existing page, your original is saved automatically: switch back anytime and it’s restored exactly as it was, at the same address. What happens to my pages if I stop using Uncanny Page Builder? They keep working. Uncanny Page Builder outputs clean HTML and CSS rather than proprietary shortcodes, so your content and design stay intact even with the plugin deactivated. Sections that update themselves — a latest-posts list, for example — simply pause until the plugin is back. You can also download any page as a standalone web page and host it anywhere. Do I stay in control of what Uncanny Agent does? Yes. Uncanny Agent only acts when you ask it to — it doesn’t run on its own. When it builds or edits a page, its changes land on an unsaved draft rather than your live page, so your visitors see nothing until you save, and edits can be undone. If Page Builder takes over a page you already had, the original is saved automatically and you can restore it anytime. What does a paid plan add? Hundreds of Pro triggers and actions, unlimited app credits, advanced recipe logic like conditions and loops, multi-site licensing for agencies, and Monthly plus Anytime Uncanny Agent usage. [See plans and pricing](https://automatorplugin.com/pricing/ "Pricing") ## **Already know** you need more? Paid plans add thousands of Pro triggers, actions and tokens, unlimited app credits for app integrations, and Monthly plus Anytime Uncanny Agent usage. One subscription covers automation, AI and page building — a fraction of the cost of assembling the same stack from separate tools. [See plans and pricing](/pricing/) --- ### [Your account has been activated](https://automatorplugin.com/your-account-has-been-created/) **Published:** November 12, 2022 **Author:** Ken Young **Content:** ## Your account has been activated! You now have access to: - **Uncanny Agent**: the most capable AI assistant for WordPress - **Uncanny Page Builder**: the first true AI page builder for WordPress - **Uncanny Recipe Builder**: the most powerful workflow automation plugin for WordPress - **250 free app credits** for use with app integrations like social media, CRMs, Google apps and much more. **Uncanny Agent starter usage and 250 app credits have been added to your account!** Use app credits for app integrations, including: [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack ](https://automatorplugin.com/integration/slack/) [ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Meetings ](https://automatorplugin.com/integration/zoom-meetings/) [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/) And much more. ### Install Uncanny Automator now Generate link Install Uncanny Automator ### Upgrade to Uncanny Automator Pro! Upgrade to Uncanny Automator Pro now to get access to these additional features: More than enough Uncanny Agent usage for everyday use Thousands of Pro triggers, actions and tokens Robust incoming webhooks Unlimited credits for app integrations Conditional actions Delayed/scheduled actions Advanced log filters, auto pruning of logs, and much more! ### Uncanny Agent — your AI assistant for WordPress. Your automations handle your workflows; Uncanny Agent handles your requests. Ask it questions, build recipes and pages, and complete tasks through conversation. [Get Pro now!](https://staging.automatorplugin.com/pricing/) --- ### [Apply for Integration Partner](https://automatorplugin.com/apply-for-integration-partner/) **Published:** May 27, 2025 **Author:** Anastasia **Content:** ![](https://automatorplugin.com/wp-content/uploads/2025/02/premium-support-ubot.png "premium support ubot") # Apply to Become an Integration Partner At Uncanny Automator, we believe in the **power of collaboration**. Whether you’re a plugin developer, a content creator, or a business looking for **strategic partnerships**, we’d love to explore how **we can work together**. # Why Partner With Us? **Reach our active user base** of over 50,000+ WordPress professionals **Enhance your product’s value** by offering powerful automation capabilities **Increase customer satisfaction** by solving complex integration challenges **Generate additional revenue streams** through our affiliate program **Gain visibility** in the WordPress automation space Fill out the form below, and we’ll get back to you as soon as possible. If there’s a strong fit, we’ll set up a call to discuss further! ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-present-pose-512px.png "mascot-present-pose-512px") Please enable JavaScript in your browser to complete this form. Name \*First Last Company Website \* Company Name \* Primary Contact Information Name is to Email \* Job Title Are you interested in co-marketing opportunities?YesNo What is your Product name? Integration status:Thinking about building an integration with Uncanny AutomatorIn the process of building an integration with Uncanny AutomatorOur product is already integrated with Uncanny Automator Would you like to sign up to our affiliate program?YesNoAlready a member Consent \*- I agree to Terms & Conditions. By submitting this form, you agree to the following: 1. We will collect and securely store the information you provide, including your name, email address, and any submitted content. 2. Your information will be used solely for evaluating your partnership request and for future communications related to our programs or services. 3. We may contact you via email to follow up on your application, share updates, or provide relevant information. 4. Your data will not be shared with third parties without your consent, unless required by law. 5. You can unsubscribe from our emails at any time by following the instructions provided in our communications. Submit![Loading](https://automatorplugin.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg) --- ### [Join the Uncanny Automator Partner Program](https://automatorplugin.com/uncanny-automator-partner-program/) **Published:** May 26, 2025 **Author:** Anastasia **Content:** ![](https://automatorplugin.com/wp-content/uploads/2025/02/premium-support-ubot.png "premium support ubot") # Partner with Uncanny Automator Join a growing ecosystem of creators, agencies, and developers—earn commissions and collaborate on integrations. # Become an Uncanny Automator Affiliate ![](https://automatorplugin.com/wp-content/uploads/2025/12/handshake-duotone-regular-full.svg) ### Tap Into a Growing User Base Join forces with a thriving platform that already has **50,000+ active installations** and is growing. More users mean more chances for your promotions to succeed. ![](https://automatorplugin.com/wp-content/uploads/2025/12/plug-duotone-regular-full.svg) ### Integration Network With over [250+ integrations](https://automatorplugin.com/integrations/) already available and more added monthly, you’ll never run out of new benefits and use cases to highlight for potential customers. ![](https://automatorplugin.com/wp-content/uploads/2025/12/infinity-duotone-regular-full.svg) ### Unlimited Earning Potential There’s no ceiling on your earnings—no caps, no tiers, no limits. Your income scales directly with your success, allowing you to build a truly uncapped revenue stream. ![](https://automatorplugin.com/wp-content/uploads/2025/12/gear-duotone-regular-full.svg) ### Trusted Automation at Scale When you partner with Uncanny Automator, you’re promoting a trusted, high-converting WordPress automation plugin used by thousands of website owners, educators, and businesses around the world. **More Than an Affiliate Program** Whether you’re a content creator, developer, or agency, our affiliate program offers real value — and real rewards. [Become an Affiliate](https://automatorplugin.com/affiliate-program/) **Start. Share. Earn.** It’s as simple as ready, set, go #### **Step 1 – Sign Up** Join the program in just a couple of minutes by completing our quick affiliate application. #### **Step 2 – Grab Your Link** Once approved, log into your affiliate dashboard to access your unique tracking link and promotional assets. #### **Step 3 – Share & Get Paid** Spread the word and earn with 25% commissions and 60-day tracking. [Become an Affiliate](https://automatorplugin.com/affiliate-program/) # Become an Integration Partner **✔️ Join a reciprocal affiliate program** Earn commissions from referrals — and let us do the same through your program. **✔️ Be featured on our website, newsletters, and product launches** Gain exposure to a growing user base through strategic placements and email features. **✔️ Submit guest posts to our blog – or host ours on yours** Share your insights or let us create value-adding content for your audience. **✔️ Exchange guest posts and backlink opportunities** Boost SEO and thought leadership across both of our platforms. **✔️ Exchange licenses for premium plugins** Use each other’s tools internally for better support, education, and integration. **✔️ Join our developer program and Slack channel** Work directly with our team on new integration ideas and get technical insights. **✔️ Invite us into your emails — and get featured in ours** Cross-promote to highly engaged audiences (based on list size and mutual value). **✔️ Be part of co-marketing opportunities** Collaborate on blog content, emails, webinars, or campaigns depending on your reach and engagement. ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-present-pose-256px.png "mascot-present-pose-256px") [Become a Partner](https://automatorplugin.com/apply-for-integration-partner/) --- ### [Privacy Policy](https://automatorplugin.com/privacy-policy/) **Published:** June 12, 2018 **Author:** Ryan Moore **Content:** **Last updated: 2026-04-28** ## At a glance We don’t ask for personal information unless we truly need it. We don’t share your personal information except to comply with the law, to provide our Services, and to protect our rights. We don’t sell your personal information. This Privacy Policy explains what we collect, why we collect it, who we share it with, and what choices you have. This policy applies to **automatorplugin.com**, the **Uncanny Automator** WordPress plugin, **Uncanny Agent**, and the related Services described in our [Terms & Conditions](https://automatorplugin.com/terms-conditions/). When you created a free Uncanny Automator account or purchased Uncanny Automator, you agreed to this policy. Capitalized terms not defined here have the meanings given in the Terms. When you use the Services to process personal data of *your end users* (for example, in an Automator recipe that handles your customers’ data, or in an Uncanny Agent conversation that reads data from your site), you act as the controller (or business) and we act as the processor (or service provider). In that role, our [Data Processing Addendum](mailto:privacy@uncannyowl.com?subject=DPA%20Request) governs how we handle that data on your behalf. ## Who we are Uncanny Owl Inc. is a Canadian corporation, with our main office in Markham, Ontario. For privacy questions, data-subject rights requests, and DPA requests, contact us at: **** --- ## 1. What we collect and why ### 1.1 Website visitors When you visit automatorplugin.com, we (and our analytics providers) automatically collect: - Browser type, language preference, operating system - Referring URL and pages viewed - IP address and approximate geolocation derived from it - Request timestamps - Interactions with pages, forms, and on-screen content (via session replay — see §3 below) **Why:** to operate and secure the Site, prevent fraud and abuse, understand how the Site is used, and improve it. **Legal basis (where GDPR applies):** legitimate interests (operating and improving the Site) and, for analytics and session replay, your consent through our cookie banner. ### 1.2 Account, billing, and license data When you create an account or purchase a Subscription, we collect: - Name, email address, billing address - Payment information (processed by Stripe or PayPal — we do not store full card numbers) - License Key and entitlements - Tax information where required **Why:** to provide the Services, process payments, deliver License Keys, send transactional emails, comply with tax and accounting obligations. **Legal basis:** contract (to provide what you bought) and legal obligation (tax, accounting, fraud prevention). ### 1.3 Support communications When you contact us for support, we receive whatever you choose to share — typically your email, account details, and the question itself, along with any logs, screenshots, or attachments you send. Support tickets are stored in Help Scout. **Why:** to respond to and resolve your request, train our team, and improve the Services. **Legal basis:** contract and legitimate interests. ### 1.4 Newsletter and marketing If you sign up for our newsletter or you’re an existing customer, we may send you product updates, promotions, and educational content. We process your name and email through Lindris. **Why:** to keep you informed about updates and offers relevant to you. **Legal basis:** consent (where required) or legitimate interests, with the right to opt out at any time. ### 1.5 Plugin usage telemetry The Plugin can transmit limited usage data back to us, including: - Active plugins and themes on your WordPress site - Plugin settings (excluding sensitive values such as API keys, tokens, and passwords) - Recipe statistics (counts, types and triggers/actions) - Onboarding and walkthrough completion **Why:** Product improvement, usage analysis, and marketing personalization — for example, using milestones like your first recipe creation to segment your account in our CRM so we can send you more relevant onboarding and product communications rather than generic messaging. **Opt-out:** Free users with a connected account or paid users can opt out by contacting support. Free users without an account can enable telemetry under **Automator → Settings → Improve Automator**. ### 1.6 Uncanny Agent conversations When you use Uncanny Agent, we process the **Inputs** you provide via the chat interface and the **Outputs** the Agent generates, together with the data the Agent reads from your WordPress site or connected services to complete your requests. Uncanny Agent does not access data outside the scope of what is needed for your request. The full data terms for Uncanny Agent are in §6 of this policy and §9 of the Terms. ### 1.7 Affiliate program data If you join the affiliate program, we collect your name, email, PayPal account, referral activity, and commission balances. **Why:** to operate the affiliate program. **Legal basis:** contract. --- ## 2. How we use the data we collect We use the data we collect to: - Provide, secure, and improve the Services - Process transactions, deliver License Keys, and provide support - Send transactional, service, and (with your consent or where permitted) marketing communications - Monitor and analyze use of the Site and Services - Detect, prevent, and respond to fraud, abuse, and security incidents - Comply with legal obligations and enforce our Terms - For Uncanny Agent specifically, to fulfill your requests (see §6) We do **not** sell personal information, and we do not use your Uncanny Agent Inputs or Outputs to train, fine-tune, or otherwise develop machine-learning models. --- ## 3. Cookies, analytics, and session replay We use cookies and similar technologies to operate the Site, remember your preferences, understand how the Site is used, and (where you consent) measure marketing performance. ### 3.1 Categories of cookies and technologies CategoryPurposeExamplesStrictly necessaryAuthentication, cart/checkout, securityLogin session, CSRF tokens, Cloudflare security cookiesFunctionalRemember preferences and settingsLanguage, theme, dismissed bannersAnalyticsMeasure usage and improve the SiteGoogle Analytics 4, Microsoft ClarityMarketing / advertisingMeasure and target marketingMeta (Facebook) Pixel, Google DoubleClick / Google Ads remarketingYou can manage your cookie preferences through our cookie banner or your browser settings. Disabling cookies may affect Site functionality. ### 3.2 Affiliate cookies If you click an affiliate link, an affiliate cookie may be set so that we can credit a referring affiliate for any subsequent purchase. Affiliate cookies do not collect personal information beyond what is necessary to attribute the referral. ### 3.3 Do Not Track Some browsers send a “Do Not Track” signal. There’s no industry standard for honoring DNT, so we don’t respond to it. We do honor opt-out preferences expressed through our cookie banner and through opt-out signals required by applicable law (including the Global Privacy Control / GPC, where required by California law). --- ## 4. Who we share data with We share data only with subprocessors who help us provide the Services, with the limited categories of recipients described below, and where required by law. ### 4.1 Subprocessors The current list of subprocessors that process personal data on our behalf is published at our [subprocessors page](https://automatorplugin.com/subprocessors/). ### 4.2 Other recipients We may share personal data: - **With our professional advisors** (legal, accounting, insurance) under duties of confidentiality. - **In connection with a corporate transaction** (merger, acquisition, financing, sale of assets), in which case the recipient will be bound by terms substantially similar to this policy. - **To comply with law** (subpoena, court order, lawful government request, or to investigate fraud or security incidents). - **To protect our rights, property, or safety**, or those of our users or others. ### 4.3 What we do *not* do - We do not sell your personal information for money. - We do not use Uncanny Agent Inputs or Outputs to train, fine-tune, or otherwise develop machine-learning models. - We do not share Uncanny Agent Inputs or Outputs with our subprocessors except as necessary to provide the Service. --- ## 5. Plugin and recipe integrations Uncanny Automator lets you connect third-party services (“apps”) to your WordPress site and pass data between them through your recipes. - **Data flow:** Data passes between your WordPress site, our API server (where required for the integration), and the connected third-party service. Our role is to relay or transform the data as configured by your recipes. - **What we log:** We log a minimal record of API requests for billing, abuse-prevention, and troubleshooting purposes. We do not log the contents of personal data passing through recipes except where required to diagnose a specific issue you report. - **Third-party services:** Data passed to a third-party service is governed by that service’s terms and privacy policy, not this policy. - **Webhook integration:** When you configure a Google Sheets webhook, modified rows are sent to the URL you specify. ### 5.1 Google API services Where you connect Google APIs (Drive, Sheets, Calendar, Contacts, YouTube, Workspace), Uncanny Automator’s use and transfer of information from Google APIs adheres to the [Google API Services User Data Policy](https://developers.google.com/terms/api-services-user-data-policy), including the Limited Use requirements. Specifically: - Google API data is used solely to perform the automation you have configured. - Google API data is not used to develop, improve, or train AI/ML models. - You can revoke our access to your Google account at any time through your [Google security settings](https://myaccount.google.com/security). ### 5.2 BYOK AI integrations Uncanny Automator includes “AI Actions” that let you connect AI services (OpenAI, Anthropic, DeepSeek, and others) using **your own API key**. These integrations are separate from Uncanny Agent. - Only data you explicitly configure in a recipe is sent to the AI service. - The AI service processes that data under **your** account and **your** contractual relationship with that provider — not ours. - Use of these integrations is optional. ### 5.3 Facebook / Meta integrations We do not share Facebook Restricted Platform Data with any third party. --- ## 6. Uncanny Agent This section applies specifically to Uncanny Agent. The full terms governing Uncanny Agent are in §9 of the Terms. ### 6.1 What we process Uncanny Agent processes: - Your **Inputs** — the messages and instructions you provide via the chat interface - Your **Outputs** — the responses Uncanny Agent generates - Data Uncanny Agent reads from your WordPress site or connected services to complete your requests - Metadata about the conversation (timestamps, model used, token counts, billing meters) Uncanny Agent does not access data outside the scope of what is needed for your request. ### 6.2 How we use Inputs and Outputs We may review and sample Inputs and Outputs to operate, secure, troubleshoot, and improve Uncanny Agent — including for internal evaluation, quality assurance, prompt iteration, and red-teaming. **We do not use Inputs or Outputs to train, fine-tune, or otherwise develop machine-learning models, and we do not use them to build retrieval indexes or training datasets.** ### 6.3 Third-party AI providers To provide Uncanny Agent’s functionality, your Inputs and related data may be transmitted to: - **Anthropic, PBC** (Claude) - **Google LLC** (Cloud Vertex AI) - **Amazon Web Services, Inc.** (Bedrock) - **DeepInfra, Inc.** Each of these providers operates under their commercial enterprise terms with us. Under those terms, none of these providers uses your Inputs or Outputs to train their foundation models, and data is retained only for the limited periods needed to operate the service and meet abuse-monitoring or legal-compliance obligations. ### 6.4 Retention **You may delete your Uncanny Agent conversation history at any time from within the product**, or by emailing ; deletion requests are processed within 30 days. We may retain a minimal record of the fact that a conversation occurred (without its contents) for legal, tax, accounting, fraud-prevention, or audit purposes. ### 6.5 Accuracy and high-risk uses Uncanny Agent may produce inaccurate or incomplete Output. You should not rely on Output as a sole source of truth or as a substitute for professional advice, and you may not use Uncanny Agent or its Output as the sole or material basis for decisions with legal or similarly significant effect on a person (credit, employment, education, housing, insurance, immigration, public benefits, legal rights, medical diagnosis or treatment). See §9.3 of the Terms. ### 6.6 Children Uncanny Agent is not intended for, and may not be used by, anyone under 13. Users between 13 and 18 may use it only with parental or guardian involvement and consent. See §9 below. --- ## 7. Retention We keep personal data only as long as we need it for the purpose we collected it, to comply with legal obligations, to resolve disputes, and to enforce our agreements. --- ## 11. Your rights Your privacy rights depend on where you live. In all cases, you can exercise them by emailing ****. We’ll respond within the timeframes required by applicable law — generally within 30 days. --- ## 12. Affiliate disclosure Some pages on our Site contain affiliate links. If you click one and make a purchase, we may earn a commission. --- ## 13. Changes to this Privacy Policy We may update this Privacy Policy from time to time. The “Last updated” date at the top tells you when the current version took effect. Uncanny Owl encourages visitors to frequently check this page for any changes to this privacy policy. If you keep using the Services after a change takes effect, that counts as accepting the updated policy. --- *This Privacy Policy supersedes the version dated 2025-12-18.* --- ### [Automate Content](https://automatorplugin.com/content-automation/) **Published:** March 13, 2026 **Author:** Dani **Content:** Automator for Content Automation # AI-Powered Content Automation for WordPress Designed to Help You… ## Work less. WriteWritePublishCreateShareReachRankDistributeRepurposeProduceCraft more. Unleash your creativity and go from **idea** to **impact** faster with Uncanny Automator—the AI plugin for WordPress that automates your entire content lifecycle. [Get started](https://automatorplugin.com/pricing/) ## Trusted by ![](https://automatorplugin.com/wp-content/uploads/2023/09/adobe-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/google-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/paul-mitchell-schools-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/springer-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/stanford-logo.svg "Adobe") ## WordPress content automation + AI #### **Connect** **your creative tools and** **Automate** **your content lifecycle with** AI ### Connect your AI, social platforms, and email tools in one place Connect the most powerful LLMs—**ChatGPT**, **Claude**, **Gemini**, and more—to your social channels, content creation tools and all your other plugins and apps. **Content flows** from creation to distribution without leaving WordPress—and without switching between a dozen browser tabs. ### Automate every stage of the content lifecycle From **AI generated drafts** and editorial review to multi-channel publishing, audience engagement, and performance tracking—build no-code content automations that keep your pipeline moving while you focus on the creative work. [Start creating with AI](https://www.automatorplugin.com/pricing) ![](https://automatorplugin.com/wp-content/uploads/2024/03/automate-blogging-banner-v3-1024x693.png) ### A built-in AI copilot for any task Too busy writing your next shareable post to build an automated distribution funnel? Get **Uncanny Agent** to do it. Just say, “Create a recipe that tags users in Kit when they read my blog post.” Or "Create a recipe that sends newly published posts to Facebook, X and LinkedIn." ## Why Uncanny Automator? Get to know why **people love** Automator What you can do with this tool is well, to be obvious – uncanny. Want to send a post to **chatGPT** and revise it for Linked in then post it when a new podcast issued by RSS? No problem. @techmesa [wp.org](https://wordpress.org/support/topic/opens-so-many-doors/ "wordpress.org") I run multiple publishing businesses at Craftled and without Uncanny Automator wouldn’t be able to **achieve so much**. Highly recommended. @tomaslau [wp.org](https://wordpress.org/support/topic/unbelievable-support-14/) A key part of my technology stack for a few years now, in both single and multisite configs and it has been great. **Very robust, reliable**. This is the number 1 product in this category. @tonybaker3061 [wp.org](https://wordpress.org/support/topic/a-core-part-of-my-stack/ "wordpress.org") This is a MUST HAVE plugin for any WordPress site! It **integrates** a wide variety of plugins, saving us lots of time and effort which we’d have to manually process. @franklyco [wp.org](https://wordpress.org/support/topic/game-changer-101/ "wordpress.org") I’ve been creating recipes for **automating** anything and everything. I ended up canceling my zapier subscription since I needed I could now with the Uncanny Automator. @rikprogeek [wp.org](https://wordpress.org/support/topic/using-this-for-everything/ "wordpress.org") It’s hard to find words to describe the **power and quality** of Uncanny Automator. A truly outstanding piece of work, that adds huge value to our site. @steveplugins [wp.org](https://wordpress.org/support/topic/simply-outstanding-the-best-plugin-ive-ever-used/ "wordpress.org") ## Agentic AI for content creators #### Meet your new AI assistant that turns prompts into automated content funnels Other AI plugins generate text. Uncanny Agent generates text, builds the automation around it, and executes the entire workflow—all from a single conversation inside your WordPress dashboard. #### ****Just tell it what you need**** Describe a task in everyday language and Uncanny Agent carries it out. No recipe building, no menu navigation, no code. *"Draft a blog post about content automation trends and save it as a pending post"* *"Create a recipe that shares every new post to Facebook, X, and LinkedIn"* *"Summarize this week’s published posts and email the recap to my team"* #### ****From words to workflows—instantly**** Need recurring content automation? Ask Uncanny Agent to build it. It creates production-ready recipes from plain-text descriptions so you can automate at the speed of thought—then refine, customize, and scale with the visual recipe builder. #### ****Automate the full content lifecycle**** Standalone AI writing tools stop at the blank page. Uncanny Agent reaches across 250+ integrations to handle the entire journey from idea to impact. Generate content with AI, publish to WordPress, distribute across social and email, log performance data, and trigger follow-up actions—all connected, all automated, all from one plugin. **[Discover the full power of Uncanny Agent](https://automatorplugin.com/uncanny-ai-agent/)** ## End-to-end editorial workflow automation ### The automated content pipeline that never misses a deadline Uncanny Automator helps carry your work through **your entire content** **lifecycle**—ideation, creation, review, publishing, promotion, and performance tracking. [Get started](https://automatorplugin.com/pricing/) ![](https://automatorplugin.com/wp-content/uploads/2026/03/ideation-creation-duotone.svg "ideation-creation-duotone") #### **Ideation → Creation** Kick off content creation with a form submission, a scheduled trigger, or a plain-language request to Uncanny Agent. **AI generates your first draft**, featured image, and meta description in one automated workflow. ![](https://automatorplugin.com/wp-content/uploads/2026/03/review-publish-duotone.svg "review-publish-duotone") #### **Review → Publishing** When a draft is ready, **Automator notifies your editor** on Slack or via email with a direct link to the post. Once approved and published, every downstream action fires automatically—no manual checklist required. ![](https://automatorplugin.com/wp-content/uploads/2026/03/promotion-performance-duotone.svg "promotion-performance-duotone") #### **Promotion → Performance** **Published posts are shared to social**, emailed to subscribers, syndicated to communities, and logged to Google Sheets or Airtable—all in the same recipe. Track what you publish, measure what performs, and feed those insights back into your next content cycle. ![](https://automatorplugin.com/wp-content/uploads/2026/03/repurpose-revive-duotone.svg "repurpose-revive-duotone") #### **Repurpose **→** Revive** Your content library shouldn’t be collecting digital dust. **Schedule automations that resurface and repurpose evergreen content**—updating old posts with fresh AI-generated copy and SEO improvements, re-sharing top performers to social, or compiling weekly roundups for your email list. ## An AI content generator for WordPress #### Break through writer’s block Great content starts with **a spark**—but the grind of drafting, formatting, and optimizing can snuff it out before you hit “Publish”. **Generate blog posts**, landing page copy, product descriptions, email drafts, social captions, and more—without leaving WordPress and **without switching** between a dozen browser tabs. ### Choose the AI that works for you Uncanny Automator brings the productivity-enhancing power of **your favorite LLMs** to your WordPress dashboard. Connect your AI to Uncanny Automator and focus on the creative work that only you can do. Or simply start using **Uncanny Agent**, the most capable WordPress AI agent in existence, built right into Uncanny Automator. [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![Perplexity](https://automatorplugin.com/wp-content/uploads/2025/05/perplexity-icon.svg) Perplexity ](https://automatorplugin.com/integration/perplexity/) [ ![Anthropic](https://automatorplugin.com/wp-content/uploads/2025/05/claude-icon.svg) Anthropic ](https://automatorplugin.com/integration/anthropic/) [ ![Google Gemini](https://automatorplugin.com/wp-content/uploads/2025/06/google-gemini-icon.svg) Google Gemini ](https://automatorplugin.com/integration/gemini/) [ ![Mistral AI](https://automatorplugin.com/wp-content/uploads/2025/05/mistral-icon.svg) Mistral AI ](https://automatorplugin.com/integration/mistral/) [ ![Cohere](https://automatorplugin.com/wp-content/uploads/2025/05/cohere-icon.svg) Cohere ](https://automatorplugin.com/integration/cohere/) [ ![xAI](https://automatorplugin.com/wp-content/uploads/2025/05/grok-icon.svg) xAI ](https://automatorplugin.com/integration/xai/) ### AI-generated images Need a **featured image**, a social graphic, or a product photo? Just describe it to **Uncanny Agent** and it generates the image and adds it to your media library—no downloading, no re-uploading, no extra steps. [Start creating with AI](https://www.automatorplugin.com/pricing) ## Content marketing automations #### You wrote it—now let Automator promote it Content automation **isn’t about replacing your voice—it’s about amplifying it**. Content creators know: publishing is only the beginning. Cross-posting, emailing, scheduling, repurposing, and promoting—that’s the repetitive grind that kills your creativity. [Get started](https://automatorplugin.com/pricing/) ### Auto-post to social media The moment a post goes live, Automator can **share it across** Facebook, Instagram, X, LinkedIn, Bluesky, and more—each with platform-specific copy, hashtags, and images pulled dynamically from your post. **Schedule posts** for peak hours with built-in delays and schedules, or publish in real time. Your audience **stays engaged** and your feed stays fresh—without you lifting a finger. ### AI-powered newsletters Let **AI summarize** your latest posts into a polished newsletter draft, then push it to your email platform automatically. Pair OpenAI or Claude with Mailchimp to **create a content automation** workflow that turns your blog into a recurring newsletter—on schedule and on brand. ### WordPress-native email marketing Automatically notify your subscribers every time you publish. Trigger personalized emails through **Mailchimp**, **ActiveCampaign**, **FluentCRM**, **Mailster**, or Automator’s own email integration—complete with dynamic content tokens that pull in post titles, excerpts, featured images, author names, and custom fields. Build drip sequences that **nurture readers into loyal subscribers** without a single manual send. ### **Community and forum syndication** Automatically share **new content** to BuddyBoss activity streams, forums, Slack channels, Discord, WhatsApp groups and more. Keep **your community in the loop** wherever they are, and drive engagement back to your site. ## Content automation recipes # **Get inspired and see what’s possible with no-code content automations for WordPress** Before Uncanny Automator, this level of WordPress content automation was only possible with custom development and ongoing maintenance. Here are just a few of the countless automations **you can create in minutes**. #### Every Monday, use AI to summarize last week’s posts and send a digest newsletter Requires [ ![Schedule](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-icon.svg) Schedule ](https://automatorplugin.com/integration/schedule/) [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![FluentCRM](https://automatorplugin.com/wp-content/uploads/2020/10/fluent-crm-icon.svg) FluentCRM ](https://automatorplugin.com/integration/fluentcrm/) #### When a form is submitted, use AI to generate a draft post, create an SEO meta description, and save it for review Requires [ ![WPForms](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg) WPForms ](https://automatorplugin.com/integration/wp-forms/) [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) #### When a new blog post is published, generate a featured image with DALL·E and share it to Facebook, X, and LinkedIn Requires [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/) [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) #### When a new post is published, email subscribers a personalized notification with the post title, excerpt, and featured image Requires [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) Mailchimp ](https://automatorplugin.com/integration/mailchimp/) #### When a post is published, schedule a social media share for the next morning at 9 AM Requires [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![Date and Time](https://automatorplugin.com/wp-content/uploads/2024/03/date-time-icon-1.svg) Date and Time ](https://automatorplugin.com/integration/date-and-time/) #### When a post is updated, regenerate its social copy with AI and re-share to Bluesky and LinkedIn Requires [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![Anthropic](https://automatorplugin.com/wp-content/uploads/2025/05/claude-icon.svg) Anthropic ](https://automatorplugin.com/integration/anthropic/) [ ![Bluesky](https://automatorplugin.com/wp-content/uploads/2025/02/bluesky-icon.svg) Bluesky ](https://automatorplugin.com/integration/bluesky/) [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) ### Your content, your audience, your voice—your story on autopilot Uncanny Automator is the **most powerful AI + automation plugin** for WordPress content automation, designed to help you tell your story to a wider audience. [Get started](https://automatorplugin.com/pricing/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) Didn't see your use case? [ Automate anything ](/automate-anything/) --- ### [Ticket Status](https://automatorplugin.com/my-account/ticket-status/) **Published:** December 4, 2025 **Author:** Rohan Pokharel **Content:** Subject Message Add attachments Submit --- ### [Manage email preferences](https://automatorplugin.com/manage-email-preferences/) **Published:** May 19, 2026 **Author:** Dani **Content:** Please enable JavaScript in your browser to complete this form. #### These preferences apply to: Email Unsubscribe blog WordPress Note: This form is not automatically populated with your current subscriptions. #### Subscriptions I would like to receive: Uncanny Automator blog digest \*- Yes - No A periodic roundup of our latest blog posts — tutorials, case studies and automation ideas you can put to work right away. WordPress AI and Automation best practices \*- Yes - No Practical guidance on building smarter WordPress sites with AI and automation, including workflow templates, integrations worth exploring, and lessons from real implementations. Product news \*- Yes - No Be the first to hear about new features, integrations, and improvements to Uncanny Automator. Developer news \*- Yes - No Technical updates for developers building on Uncanny Automator: new hooks and filters, API changes, deprecations, and code-level walkthroughs. Unsubscribe from all marketing emails \*- No - Yes You’ll still receive essential account and transactional emails (such as receipts, license notifications, and password resets), which aren’t managed on this page. Save preferences![Loading](https://automatorplugin.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg) --- ### [Join our mailing list!](https://automatorplugin.com/join-our-mailing-list/) **Published:** May 19, 2026 **Author:** Ken Young **Content:** Join the Uncanny Automator mailing list to get the latest updates on Uncanny Automator, AI and automation best practices that can help you scale your business (without scaling your costs), and Uncanny Automator discounts and promotions right to your inbox! Please enable JavaScript in your browser to complete this form. Name Email Name \*First Last Email \* Submit![Loading](https://automatorplugin.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg) --- ### [Uncanny Automator Coupon Code](https://automatorplugin.com/uncanny-automator-coupon-code/) **Published:** June 2, 2021 **Author:** Dani **Content:** ## Congratulations, you have found the best discounts available for Uncanny Automator! We are not currently offering any promotions on Uncanny Automator, but join our mailing list and get notified when we do! Please enable JavaScript in your browser to complete this form. Email Name Name \*First Last Email \* Submit![Loading](https://automatorplugin.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg) **Note:** This is the only official page for Uncanny Automator coupon codes. --- ### [Automate eLearning](https://automatorplugin.com/automate-elearning/) **Published:** December 6, 2024 **Author:** Dani **Content:** Automator for eLearning # eLearning Automation for WordPress Designed to Help You… ## Work less. TeachTeachEnrollEngageCertifyInspireMentorEducateScaleGraduateEmpower more. Turn every enrollment into a personalized journey toward success with Uncanny Automator—the AI + Automation platform for WordPress LMS and online course sites. [Get started](https://automatorplugin.com/pricing/) ## Trusted by ![](https://automatorplugin.com/wp-content/uploads/2023/09/adobe-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/google-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/paul-mitchell-schools-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/springer-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/stanford-logo.svg "Adobe") # WordPress eLearning automation + AI ### Automate your academy, integrate to engage, and get smart with AI Whether you’re building a compliance training system, a personal development framework, or a digital campus—**automate it, integrate it, and power it up with AI**. ![](https://automatorplugin.com/wp-content/uploads/2026/03/automate-moments-duotone.svg "automate-moments-duotone") #### **Automate every moment of the student journey** From instant welcome sequences and drip content delivery to quiz-triggered feedback, progress nudges, certificate issuance, and post-course upsells. Build the no-code workflows that keep learners motivated and moving forward. ![](https://automatorplugin.com/wp-content/uploads/2026/03/lms-conection-duotone.svg "lms-conection-duotone") #### ****Connect your WordPress LMS to everything**** Connect any of the leading WordPress LMS plugins to your CRM, payment tools, community platforms, and an ecosystem of integrations. Learner data flows automatically and accurately between every layer of your tech stack. ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone.svg "ai-assistant-duotone") #### ****Let AI handle the rest**** Wish you had a TA? Turn words into workflows and execute admin tasks with the most advanced AI assistant for WordPress. **[Discover what Uncanny Agent can do for you](https://automatorplugin.com/uncanny-ai-agent/)** ## Agentic AI for eLearning #### Uncanny Agent is the TA that can help build the student experience you dream of Need a little help building the perfect learner experience? Tell Uncanny Agent exactly what your students need in plain English. **Watch production-ready automations appear** and tick admin tasks off your to-do list. Generate an avatar using AI and email it to a user whenever a new user joins a BuddyBoss group for the first time Tag students who finish Lesson 7 as ‘High Engagers’ in ActiveCampaign and start an upsell sequence ![](https://automatorplugin.com/wp-content/uploads/2024/04/automate-eLearning-banner-1024x693.png) ## Commerce, access, and enrollment automation #### Monetize your LMS with no-code eCommerce integrations With **dozens of eCommerce integrations**, Automator makes it easy to monetize what you know. [Get started](https://automatorplugin.com/pricing/) ### Sell courses with WordPress An EDD, Stripe, and WooCommerce LMS integration you can trust. **Connect your preferred eCommerce platform** to your LMS so you can sell courses, auto-enroll learners, and begin to build profiles in your CRM to drive future engagement. ### Manage subscriptions and memberships Compliance training, multi-year programs, or just a dedicated group of lifelong learners. Keep your students enrolled, and **synchronize** their membership and subscription status with their course access, content drips, and even forum participation. ### One-click bulk and B2B enrollment One click is all it takes to **enroll or expel thousands of learners**. Build corporate training portals, complete with group enrollments and peer-level content restrictions. Whether you’re changing access for current users or uploading a new cohort with a CSV, JSON, or XML file—**do it with one click.** ### **Onboard with AI** You can deliver personalized onboarding campaigns with **Uncanny Agent**. Just say: “Build a 3-email welcome campaign for learners when they enroll in a new course and add them to the corresponding BuddyBoss group.” ## Why Uncanny Automator? Get to know why **people love** Automator With this plugin, WordPress sites become **intelligent**. It is an exceptionally useful product and the customer service I experienced was fast and thorough. Stephen P [wp.org](https://wordpress.org/support/topic/an-exceptionally-useful-product-and-great-service/ "wordpress.org") Uncanny Automator stands out in its ease of use, configurability and **flexibility**. With Uncanny Automator, we pretty much stopped using Zapier. Jing [wp.org](https://wordpress.org/support/topic/unbelievable-support-14/) I’ve been testing and building automation **solutions for clients** over the past 10 years. Once I found Uncanny Automator, I stopped looking for other software. Adam C [wp.org](https://wordpress.org/support/topic/best-automation-for-wordpress-on-the-market/ "wordpress.org") I tried 3 or 4 automator plugins before I decided on Uncanny. Boy did I make the right choice, as the **support** I’ve received has been exceptional. Noel A [wp.org](https://wordpress.org/support/topic/outstanding-555/ "wordpress.org") Really impressed by Uncanny Automator—a **gamechanger**. The plugin is clearly built very well and performs cleanly and consistently. Richard F [wp.org](https://wordpress.org/support/topic/top-grade-plugin/ "wordpress.org") I love it so much that I’m looking for more ways to streamline and **automate** our processes now. Such a great product! Steph W [wp.org](https://wordpress.org/support/topic/amazing-zapier-alternative/ "wordpress.org") ## PROGRESS TRACKING AND REPORTING automation #### Focus on analysis and insights, not managing data Automator can log almost any events to your external systems or spreadsheets in real-time. But with Uncanny Agent you can skip the export and simply get the insights. #### ********Real-time progress logging to Google Sheets or Airtable******** Auto-generate **custom reports** by sending detailed learner data directly to your preferred database or spreadsheet. #### ********Trust your AI-powered TA******** Skip straight past data export to data-driven insights. Tell Uncanny Agent, *“Generate a report of LearnDash course completion rates by group and email it to me with an analysis.”* #### ****Webinars and events**** Integrate Zoom webinars and live events into your course offerings. Mark courses, lessons, or quizzes complete for attendance and issue QR codes for easy registration and data transfers. **[Learn more about webinar and event automation](https://automatorplugin.com/automate-webinars-and-events/)** ## Course creation automation #### Turn ideas into published courses faster, without the repetitive setup grind The spark of a great course is magical. The endless hours spent uploading lessons, setting drip schedules, and testing access? Not so much. Automator handles the mechanics so you stay in creative flow. ### Create courses with an AI assistant Need a first draft for your next big course, ready in mere minutes? Tell **Uncanny Agent**: “Build a 5-lesson course in LearnDash called ‘WordPress for Beginners’.” ## eLearning integrations for WordPress #### Deep LMS integrations powering secure automations for every platform ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) ![LifterLMS](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg) ![Tutor LMS](https://automatorplugin.com/wp-content/uploads/2020/06/tutorlms-icon.svg) ![MemberPress Courses](https://automatorplugin.com/wp-content/uploads/2022/02/memberpress-courses.svg) ![Thrive Apprentice](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-apprentice-icon.svg) ![LearnPress](https://automatorplugin.com/wp-content/uploads/2025/11/learnpress-icon-2.svg) ![MasterStudy LMS](https://automatorplugin.com/wp-content/uploads/2020/10/masterstudy-lms.svg) ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) +![Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/08/automator-core-icon.svg) #### '+d.name+' '+d.body+' ['+d.linkText+']('+d.link+')'; centerIcon.style.opacity='0'; setTimeout(function(){ centerIcon.src=d.icon; centerIcon.alt=d.name; centerIcon.style.opacity='1'; },120); buttons.forEach(function(b,i){b.classList.toggle('is-active',i===idx)}); } buttons.forEach(function(b,i){ b.addEventListener('mouseenter',function(){render(i)}); b.addEventListener('click',function(){render(i)}); }); render(0); })(); [See all 250+ integrations](https://automatorplugin.com/integrations/) ## eLearning automation recipes # Ready to ship eLearning automations to give you a headstart #### Summarize last week’s course completions and email a report to the teaching team Requires [ ![Schedule](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-icon.svg) Schedule ](https://automatorplugin.com/integration/schedule/) [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) #### When a student completes a LearnDash quiz with 90%+, award a badge, send a congratulatory email, and post to the sitewide activity stream Requires [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) [ ![Discord](https://automatorplugin.com/wp-content/uploads/2024/10/discord-icon.svg) Discord ](https://automatorplugin.com/integration/discord/) #### When a student finishes any 3 courses, email them a certificate, add them to the alumni group, and trigger a testimonial request Requires [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) #### When a student hasn’t logged in for 14 days mid-course, send a gentle check-in email Requires [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) [ ![Schedule](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-icon.svg) Schedule ](https://automatorplugin.com/integration/schedule/) #### When a user registers via Gravity Forms for a free webinar, enroll them in the preview course and tag in CRM Requires [ ![Gravity Forms](https://automatorplugin.com/wp-content/uploads/2018/03/gravity-forms-icon.svg) Gravity Forms ](https://automatorplugin.com/integration/gravity-forms/) [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) [ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Meetings ](https://automatorplugin.com/integration/zoom-meetings/) #### When a WooCommerce purchase includes a course, enroll the buyer in the matching LearnDash course and start a 7-day welcome drip sequence Requires [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) Didn't see your use case? [ Automate anything ](/automate-anything/) --- ### [Automate eCommerce](https://automatorplugin.com/automate-ecommerce/) **Published:** December 6, 2024 **Author:** Dani **Content:** Automator for eCommerce # eCommerce Automation for WordPress Designed to Help You… ## Work less. SellSellEarnGrowShipConvertScaleProfitReachUpsellCross-sellRetain more. Boost your bottom line with **Uncanny Automator** — the #1 automation and AI plugin for eCommerce WordPress sites. [Get started](https://automatorplugin.com/pricing/) ## Trusted by ![](https://automatorplugin.com/wp-content/uploads/2023/09/adobe-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/google-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/paul-mitchell-schools-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/springer-logo.svg "Adobe") ![](https://automatorplugin.com/wp-content/uploads/2023/09/stanford-logo.svg "Adobe") # eCommerce automation + AI for WordPress ### Automate your store, power-up with AI, and sell while you sleep [Discover Uncanny Agent](https://automatorplugin.com/uncanny-ai-agent/) ![](https://automatorplugin.com/wp-content/uploads/2026/03/connect-your-entire-stack-duotone.svg "connect-your-entire-stack-duotone") #### **Connect your store to everything** Connect WooCommerce, EDD, SureCart, or WP Simple Pay to your CRM, email platform, accounting software, and [**much more**](https://www.automatorplugin.com/integrations)—so your data flows where it needs to, automatically. ![](https://automatorplugin.com/wp-content/uploads/2026/03/automate-stages-duotone.svg "automate-stages-duotone") #### ****Automate every workflow**** From abandoned carts to subscription renewals to fulfillment notifications, build no-code automations that handle the busywork while you focus on growing your business. ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone.svg "ai-assistant-duotone") #### ****Let AI handle the rest**** Uncanny Agent builds automations, drafts emails, generates reports, and executes tasks—all from plain-language commands inside your WordPress dashboard. # Sales & marketing automation ### Stop losing leads, leaving money on the table, and chasing customers manually Every missed follow-up is lost revenue. Automator turns your WordPress store into a conversion engine that captures leads, recovers abandoned carts, and brings customers back for more—without the added effort on your part. 1Lead capture & nurturing 2Abandoned cart recovery 3Upsells & cross-sells 4Loyalty & retention 5Reviews & referrals ### Lead capture & nurturing Connect your checkout forms to your CRM and email platform so every submission starts a conversation. Tag leads based on source, behavior, or interest—then trigger personalized drip sequences that move them toward checkout. ![Lead capture & nurturing](https://automatorplugin.com/wp-content/uploads/2026/05/lead-capture-nurture-automation.png) ### Abandoned cart recovery Why get a single-use, single-channel abandoned cart recovery addon? Detect abandoned WooCommerce carts and trigger multi-step recovery campaigns—reminder emails, time-limited discounts, even **WhatsApp** nudges. Automatically generate unique, single-use coupon codes as incentives. ![Abandoned cart recovery](https://automatorplugin.com/wp-content/uploads/2026/05/abandoned-cart-automation-woo.png) ### Upsells & cross-sells Trigger post-purchase offers based on what a customer just bought. Send one-click upsell emails with direct checkout links, or display personalized on-site messages with coupon codes for complementary products. ![Upsells & cross-sells](https://automatorplugin.com/wp-content/uploads/2026/05/cross-sells-automated.png) ### Loyalty & retention Reward repeat customers with automated loyalty points, birthday coupons, and milestone discounts. Trigger win-back campaigns when purchase frequency drops. Turn one-time buyers into lifetime customers. ![Loyalty & retention](https://automatorplugin.com/wp-content/uploads/2026/05/loyalty-automation-woo.png) ### Reviews & referrals Request reviews when orders are marked completed. Invite repeat customers into referral programs. Reward reviewers with store credit or discount codes. Collect social proof at scale without manual outreach. ![Reviews & referrals](https://automatorplugin.com/wp-content/uploads/2026/05/review-incentive-automation.png) [Put your sales funnel on autopilot](https://automatorplugin.com/pricing/) ## Agentic AI for eCommerce #### Describe what your store needs. Uncanny Agent builds the automation Skip to the finish line with fewer steps. Tell **Uncanny Agent** what you want in plain language and it creates the workflow—triggers, actions, delays, conditions, and all—ready to review and activate. #### ****Leave it to AI**** Would you rather leave it to your AI assistant? Just tell Uncanny Agent: “Notify the sales team in Slack every time a high-value order over $500 is placed and log the order to the VIP spreadsheet in Google Sheets.” [**Automate your order workflows**](https://automatorplugin.com/pricing/) #### ****Manage memberships with AI**** Managing memberships is tough work. Thankfully, you can just tell your AI assistant, “When a subscription payment fails, send a recovery email, wait 3 days, then send a final reminder with a 10% discount.” [**Protect your recurring revenue**](https://automatorplugin.com/pricing/) #### ****Trust your AI assistant**** Need key insights on the fly? Tell Uncanny Agent to, “Generate a sales summary of the past week by product category and send it to my Slack account.” [**Automate your reporting**](https://automatorplugin.com/pricing/) **[Discover the full power of Uncanny Agent](https://automatorplugin.com/uncanny-ai-agent/)** ## Why Uncanny Automator? Get to know why **people love** Automator Thank you so much for making Uncanny Automator. It has completely **opened up** what is possible with WordPress, Ecommerce, Online Courses, etc. Adam @ WPCrafter [wp.org](https://wordpress.org/support/topic/changed-my-business/ "wordpress.org") I ended up canceling my Zapier subscription since **everything I needed** I could now do with Uncanny Automator. Highly recommended! @rikprogeek [wp.org](https://wordpress.org/support/topic/using-this-for-everything/) ## Order processing & fulfillment ### Every order, handled. Every team member, informed. Every customer, satisfied. Between the checkout and the doorstep, there are a dozen things that can go wrong. **Automator** keeps your order pipeline moving—routing, notifying, and updating without manual intervention. [Get started](https://automatorplugin.com/pricing/) ![](https://automatorplugin.com/wp-content/uploads/2026/04/Order-routing-status-workflows-duotone.svg "Order routing & status workflows-duotone") #### ****Order routing & status workflows**** Trigger actions when an order moves to **processing, completed, refunded, or any custom status**. Route high-value or priority orders to specific team members. Update user roles, revoke access, or adjust CRM tags based on order **state changes**. ![](https://automatorplugin.com/wp-content/uploads/2026/04/Fulfillment-team-notifications-duotone.svg "Fulfillment & team notifications-duotone") #### **Fulfillment & team notifications** Send order details to **Slack, Asana, Microsoft Teams, Trello, or ClickUp** the moment a purchase is made. Keep your warehouse, logistics, and support teams aligned in real time—without anyone needing WooCommerce admin access. ![](https://automatorplugin.com/wp-content/uploads/2026/03/repurpose-revive-duotone.svg "repurpose-revive-duotone") #### **Renewal & dunning emails** Send **renewal reminders** before subscriptions expire. Or, when they do, launch multi-channel, multi-step dunning sequences with personalized messaging and payment links. **Fewer involuntary cancellations**. More retained revenue. ![](https://automatorplugin.com/wp-content/uploads/2026/04/Automated-order-creation-duotone.svg "Automated order creation-duotone") #### **Upgrade & downgrade workflows** When a subscriber changes plans, **Automator updates** CRM tags, adjusts access levels across your site, and triggers the right onboarding sequence for their new tier—**all automatically**. ![](https://automatorplugin.com/wp-content/uploads/2026/04/I-run-marketing-duotone.svg "I run marketing-duotone") #### **Accounting platform sync** **Automatically** push orders, refunds, taxes, and customer data to QuickBooks Online or your preferred accounting platform via **webhooks**. Categorize transactions by product type, payment method, or store location. ![](https://automatorplugin.com/wp-content/uploads/2026/03/review-publish-duotone.svg "review-publish-duotone") #### **Real-time data logging** Log every order, refund, subscription event, and customer action to Google Sheets or Airtable as it happens. **Build a living dashboard** that's always current—no CSV exports, no manual imports. ## Customer support automation #### Faster resolutions. Happier customers. Less manual triage Personalized, white-glove customer support is within your reach. **Automator** routes, tags, and enriches support requests so your team can spend more time shipping solutions. #### **Automated ticket triage & routing** When a refund request, chargeback, or VIP ticket comes in, **Automator tags the request**, assigns it to the right person, and surfaces the order details. Your support team gets full context before they even open the ticket. #### **Escalation workflows** Use AI to **trigger escalation paths** for high-value customers, repeat complaints, or time-sensitive issues. Route to senior support, notify management or flag the account in your CRM—all based on rules you define. #### **Support-to-CRM data flow** Build full **customer relationship profiles**. Log support interactions, resolutions, and satisfaction scores to your CRM. Build a **complete picture of each customer’s experience** so sales and marketing can deliver truly personalized experiences. [Automate your support workflows](https://automatorplugin.com/pricing/) ## eCommerce integrations for WordPress #### Deep integrations and powerful automations—for every eCommerce platform ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) ![Easy Digital Downloads](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) ![Stripe](https://automatorplugin.com/wp-content/uploads/2024/04/stripe-icon.svg) ![AffiliateWP](https://automatorplugin.com/wp-content/uploads/2021/01/affiliatewp-icon.svg) ![SureCart](https://automatorplugin.com/wp-content/uploads/2022/08/surecart-icon.svg) ![Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/05/advancedcoupons-icon.svg) ![WP Simple Pay](https://automatorplugin.com/wp-content/uploads/2021/03/wp-simple-pay-icon-1.svg) ![GiveWP](https://automatorplugin.com/wp-content/uploads/2020/08/givewp.svg) ![Paid Memberships Pro](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg) ![ThriveCart](https://automatorplugin.com/wp-content/uploads/2023/05/thrivecart-icon.svg) ![Salesforce](https://automatorplugin.com/wp-content/uploads/2023/09/salesforce-icon.svg) ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) +![Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/08/automator-core-icon.svg) #### '+d.name+' '+d.body+' ['+d.linkText+']('+d.link+')'; centerIcon.style.opacity='0'; setTimeout(function(){ centerIcon.src=d.icon; centerIcon.alt=d.name; centerIcon.style.opacity='1'; },120); buttons.forEach(function(b,i){b.classList.toggle('is-active',i===idx)}); } buttons.forEach(function(b,i){ b.addEventListener('mouseenter',function(){render(i)}); b.addEventListener('click',function(){render(i)}); }); render(0); })(); [See all **250+** integrations](https://automatorplugin.com/integrations/) ## eCommerce automation recipes # Built in seconds. Runs forever. No code required #### Create a WooCommerce order automatically when a user submits a Gravity Forms form Requires [ ![Gravity Forms](https://automatorplugin.com/wp-content/uploads/2018/03/gravity-forms-icon.svg) Gravity Forms ](https://automatorplugin.com/integration/gravity-forms/) [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) #### When a customer leaves a WooCommerce product review, award loyalty points and send a thank-you email with a discount code Requires [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![myCred](https://automatorplugin.com/wp-content/uploads/2020/06/mycred-icon.svg) myCred ](https://automatorplugin.com/integration/mycred/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) [ ![Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/05/advancedcoupons-icon.svg) Advanced Coupons ](https://automatorplugin.com/integration/advanced-coupons/) #### When a customer purchases an EDD product, add them to a Mailchimp audience and start a post-purchase drip sequence Requires [ ![Easy Digital Downloads](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) Easy Digital Downloads ](https://automatorplugin.com/integration/easy-digital-downloads/) [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) Mailchimp ](https://automatorplugin.com/integration/mailchimp/) #### When a SureCart purchase is completed, create a contact in HubSpot and enroll them in an onboarding sequence Requires [ ![SureCart](https://automatorplugin.com/wp-content/uploads/2022/08/surecart-icon.svg) SureCart ](https://automatorplugin.com/integration/surecart/) [ ![HubSpot](https://automatorplugin.com/wp-content/uploads/2021/09/hubspot-icon.svg) HubSpot ](https://automatorplugin.com/integration/hubspot/) #### When a WooCommerce cart is abandoned, send a recovery email with the abandoned products and a unique coupon code Requires [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) [ ![Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/05/advancedcoupons-icon.svg) Advanced Coupons ](https://automatorplugin.com/integration/advanced-coupons/) #### When a WooCommerce subscription renewal fails, send a personalized recovery email and notify the team on Slack Requires [ ![Woo Subscriptions](https://automatorplugin.com/wp-content/uploads/2021/01/woo-subscriptions-icon-2.svg) Woo Subscriptions ](https://automatorplugin.com/integration/woocommerce-subscriptions/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack ](https://automatorplugin.com/integration/slack/) #### When an order is completed, log it to Google Sheets and tag the customer in ActiveCampaign based on the product purchased Requires [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/) [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) #### When an order is refunded, revoke the customer’s membership, update their CRM tag, and trigger a win-back sequence Requires [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![Woo Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo Memberships ](https://automatorplugin.com/integration/woocommerce-memberships/) [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) build your first recipe in 5 minutes # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks**. And with no per-transaction fees, there are no limits on automation. You won’t face increasing costs even as your (automated) sales skyrocket! ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) Didn't see your use case? [ Automate anything ](/automate-anything/) --- ### [Why Automator?](https://automatorplugin.com/why-automator/) **Published:** December 17, 2024 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2024/12/why-automator.png "why-automator") # Why Automator? When we launched **Uncanny Automator**, we were the first no-code automation and integration tool designed exclusively for WordPress. Now Uncanny Automator is the **first platform to pair automation with a capable AI** WordPress assistant that can understand your site, answer questions about it, and complete tasks on your behalf. **So why choose Uncanny Automator? Because there’s nothing else like it.** ## AI + AUTOMATION #### Two dimensions, one platform **Uncanny Recipe Builder** runs your workflows. **Uncanny Agent** handles your requests. Together, they are the future of WordPress site management. ![](https://automatorplugin.com/wp-content/uploads/2026/03/ai-assistant-duotone.svg "ai-assistant-duotone") ### Uncanny Agent Use the most capable AI assistant for WordPress. Understands and answers questions about your WordPress site Handles admin tasks, content creation, site analysis, troubleshooting Builds recipes and completes tasks through conversation Helps you save time and grow your business ![](https://automatorplugin.com/wp-content/uploads/2026/03/connect-in-one-place-duotone-1.svg "connect-in-one-place-duotone") ### Uncanny Recipe Builder Build automations that handle your repeating workflows. Deep WordPress and app integrations Run natively on your site, not on a remote server — own your data Unlimited recipe runs — no per-task fees Handles the repetitive tasks you don’t want to do manually Some tasks **need** **an automation**. Some just **need to get done**. **Uncanny Automator handles both.** ## Uncanny Agent #### **No other WordPress plugin offers a conversational AI assistant that understands your specific site** #### ****Built into WordPress**** No external dashboards, no third-party connections to maintain. Uncanny Agent **is available directly in your WordPress** admin—tighter integration than any external tool can offer. #### ****Knows your site**** Your content, plugins, and data—**not generic AI answers**. Uncanny Agent understands posts, pages, custom post types, taxonomies, users, and the plugins your site depends on. #### ****Conversational**** Other plugins offer AI as a single decision-making step inside a recipe. Uncanny Agent is a **full WordPress assistant**—ask it for sales analysis, content writing, troubleshooting and much more. **[Discover the full power of Uncanny Agent](https://automatorplugin.com/uncanny-ai-agent/)** # No limits Most automation solutions make money in several ways: by charging you per automation or task, by putting limits on how many automations or tasks you can run in a specific time period, by putting limits on how far back your automation logs are retained, by charging you per integration, by charging monthly fees… and the list goes on. Uncanny Automator **does none of the above**. For one low annual cost, you get **unlimited recipe runs** (automations/tasks), **unlimited log retention**, and you get **full access** to everything included in your plan. Your costs are predictable and don’t increase as you automate more of your business. On top of that, you get generous usage of **Uncanny Agent**, **the only AI WordPress assistant** that can save you time and money. Try getting that with any other automation platform. # The best of both worlds Most other solutions are either purely a WordPress plugin, or purely a SaaS (hosted) product. **Uncanny Automator combines the best of both worlds**. ![](https://automatorplugin.com/wp-content/uploads/2025/02/ubot-recipes.png "ubot-recipes") ### WordPress plugin integrations Automations involving all of the most popular WordPress plugins like ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo, ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) MemberPress, ![WPForms](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg) WPForms, ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash, ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss, and many more, **run directly on your WordPress site**. **This means**: They run **almost instantly**, since they don't have to wait for a response from a remote server that may be busy processing other requests. They are **incredibly reliable**, since they don't rely on a remote server that may be offline or down for maintenance. They **keep your data** on your WordPress site, not tracked or stored on a remote server. ### App integrations With a **purely WordPress plugin solution**, using app integrations often requires an extensive, technical setup process. This may include creating and configuring a developer application on the service (e.g. ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages or ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ) that can communicate with the WordPress plugin installed on your site. With Uncanny Automator, we've built an app connector that makes these connections super easy. Connect to most apps with **just a few clicks** and you're up and running—no extensive setup process required. ![](https://automatorplugin.com/wp-content/uploads/2025/02/ubot-app-integrations.png "ubot-app-integrations") # Amazing addons Uncanny Automator Plus and above include **powerful addons** that extend your WordPress site with capabilities far beyond what is typically included in a single plugin. These include: # Custom User Fields Addon This addon makes it easy to **collect**, **manipulate** and **display custom user data on your WordPress site**. Define the data you want to collect by creating custom fields. Easily segment your users for more personalized communication via email, SMS or WhatsApp. Run bulk operations on users that match specific criteria like adding them to groups, registering them for events, enrolling them in courses, exporting them to Google Sheets and much more. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-small.png "custom-user-fields-small") # Dynamic Content Addon The Dynamic Content Addon empowers you to create content areas that **update automatically** based on user activity, AI responses, RSS feeds, webhooks – the choice is yours. Display personalized content to individual users by adding dynamic content areas anywhere on your site with the included blocks / shortcodes. ![](https://automatorplugin.com/wp-content/uploads/2025/04/Personalized-User-Experiences-1024x683.png "Personalized User Experiences") # Restrict Content Addon Use this addon to **restrict access** to pretty much any content on your WordPress site. Restrict access at the page level, or use the **built-in block or shortcode** for more granular control. Define **access levels** and assign users to them in bulk or dynamically with Automator recipes. Configure access by **access level**, **user role**, **custom user fields** and more. ![](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-levels-wordpress-1024x459.png "restrict-content-levels-wordpress") # User Lists Addon Turn WordPress into a powerful email tool with this addon. Create **lists of users** for personalized, targeted email campaigns, automated workflows or bulk operations. Let users manage their subscriptions with included **subscription management tools**. ![](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-addon-create-lists-1.png "user-lists-addon-create-lists") # Elite Integrations Addon Connect your WordPress site to complex, enterprise-grade apps like Salesforce and QuickBooks Online with a few clicks. Unlock premium integrations and advanced actions so your Automator recipes can sync data, trigger workflows and keep your key business systems perfectly in step. ![](https://automatorplugin.com/wp-content/uploads/2024/07/salesforce-update-lead-wordpress-1-1024x632.png "salesforce-update-lead-wordpress") ![](https://automatorplugin.com/wp-content/uploads/2025/03/ubot-investigator.png "ubot-investigator") # Integrations that work While other tools prioritize integrations based on how easy they are to build, we've selected and developed the integrations users actually want. With each new integration we consider every **trigger**, **action** and **token** carefully to ensure they can be **easily understood** and used in practical, useful workflows. Uncanny Automator also includes a **powerful set of utilities** that you won't realize are critical to many workflows until you start building them: ![Magic Button](https://automatorplugin.com/wp-content/uploads/2024/03/magic-button-icon.svg) **Magic Button/Magic Link** Run any action(s) when a logged-in user clicks a button or a link—Enroll in a course, remove from a group, email a coupon code. One of the most powerful utilities you never knew you needed. ![Database Query](https://automatorplugin.com/wp-content/uploads/2024/05/database-query-icon.svg) **Database query** Know SQL? Run an ad-hoc database query to retrieve specific data for use in a recipe. ![Date and Time](https://automatorplugin.com/wp-content/uploads/2024/03/date-time-icon-1.svg) **Date and time** Output the current date and time or a future or past date and time using date offsets. ![Formatter](https://automatorplugin.com/wp-content/uploads/2023/05/formatter-icon.svg) **Formatter** Format data from one source into the format used by the destination. ![Generator](https://automatorplugin.com/wp-content/uploads/2024/03/generator-icon.svg) **Generator** Generate random strings, numbers, hashes, nonces and email addresses. ![QR Code](https://automatorplugin.com/wp-content/uploads/2024/03/qr-code-icon-1.svg) **QR Code** Generate QR codes that can be used in posts, emails and more. ![Run Code](https://automatorplugin.com/wp-content/uploads/2024/03/run-code-icon.svg) **Run Code** Know code? Run arbitrary code in your recipes to automate custom processes. ![Webhooks](https://automatorplugin.com/wp-content/uploads/2022/02/webhooks-icon-1.svg) **Webhooks** The most flexible webhooks implementation for WordPress, hands down. ✅ **Custom trigger** Using an obscure plugin that nobody supports? Trigger your recipe by specifying a custom WordPress do\_action hook. And with **Uncanny Agent**, you don't even need to know which integration or utility to use. **Describe what you want to accomplish**, and Agent selects the right tools and builds the workflow for you. # The most powerful workflow builder When developing Uncanny Automator, we prioritized the features that business owners need to automate their most demanding workflows, including: **Multiple trigger support** - Automate a process only after a user has completed multiple steps, such as purchasing a product and then filling out a form. Add as many steps as you need to ensure your workflows are specific and personalized. **Custom functions** - Need a bit more flexibility for your specific workflow? Call a custom function and use the results of that function in your recipe. **Data import** - Upload CSV, JSON, XML files to create new posts, users, products, courses, events and more. **String generation** - Generate random strings consisting of numbers, letters and symbols. **Database queries** - Using custom data? Query data directly from the database to power your recipes. **Loops** - Want to run a set of actions on all users or posts that match a specific criteria? No problem. Send an email to everyone that has ever purchased a specific product. Automatically register everyone in a specific group for an event. Export all products in a category to Google Sheets. Generate meta descriptions and keywords for all blog posts. It's all possible with **WordPress' most flexible bulk operations tool**. **Powerful webhooks** - Receive and send webhooks with the most comprehensive webhook support for WordPress. Our webhooks support auth headers, custom headers, custom hierarchies and more. Even send custom webhook responses to build an ad-hoc API. **Custom triggers** - Using an obscure plugin that nobody supports? Easily create a custom trigger by specifying the WordPress action hook, and use that to trigger your recipe. **Scheduled and recurring recipes** - Want to run an automation automatically on a set schedule? No problem. **Mathematical operations** - Add, subtract, multiply, divide and more to make your automations even more powerful. **Email attachments** - Attach files directly to your outgoing emails. Perfect for course content, instruction manuals, event materials and more. **AI-assisted recipe building** - Don't want to configure all of this manually? Describe your workflow to Uncanny Agent, and it builds the recipe for you — using any of the capabilities above. Review the result, make adjustments if needed, and activate when you're ready. ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Usage](https://automatorplugin.com/my-account/usage/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** ## Uncanny Agent usage Uncanny Agent usage is consumed when using Uncanny Agent to build recipes, write blog posts or create other content, provide answers about your site and data, and complete tasks. Loading active usage... Loading usage history... If you are on an AI + Automation plan and need more usage of Uncanny Agent, you can [purchase additional usage](https://automatorplugin.com/my-account/get-more-done-with-uncanny-agent/ "Get More Done With Uncanny Agent"). --- ## App credits App credits are used for app integrations like ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook, ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) Twitter, ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack, ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom and any other non-WordPress plugin integration. You have unlimited app credits included with your **[Uncanny Automator license](https://automatorplugin.com/my-account/licenses/)**. App credits left --- If you have not yet installed Uncanny Automator on your WordPress site, enter your site URL below to get started! Please enable JavaScript in your browser to complete this form. Website URL Website URLEnter the URL (e.g., https://automatorplugin.com) without a slash / at the end. Generate link --- ### [Introducing the new Uncanny Automator](https://automatorplugin.com/introducing-the-new-uncanny-automator/) **Published:** May 2, 2026 **Author:** Ken Young **Content:** # Introducing the new Uncanny Automator ## The AI + Automation platform for WordPress ### The Uncanny Automator you love just became something more Today we’re introducing the **AI + Automation platform for WordPress — Uncanny Automator with Uncanny Agent built in**. You don’t have to do anything. Your automations keep running. And to say **thanks for being with us**, we’ve added a generous amount of free Uncanny Agent usage to your account so you can try the new side of Automator on us. ## WHAT’S CHANGING #### A new dimension of Uncanny Automator For years, Uncanny Automator has been the most powerful no-code automation engine for WordPress. That hasn’t changed — and it isn’t going away. But with the advent of AI, Uncanny Automator has taken the next logical step in its evolution and is now an **AI + Automation platform**. The same Uncanny Recipe Builder you use today, now joined by **Uncanny Agent** — an AI assistant that lives inside your WordPress admin, understands your site, provides business insights, and completes tasks on your behalf. **Two dimensions, one platform:** **Automations handle your workflows** — the recurring, systematic logic that keeps your site running. **Uncanny Agent handles your requests** — the on-demand questions, one-off tasks, and “I’d build a recipe for that if I had time” jobs. Together, they cover the full spectrum of what it takes to run a WordPress site. This isn’t a different product. It’s the next version of the one you already trust. ![](https://automatorplugin.com/wp-content/uploads/2026/03/Uncanny-Agent.png "Uncanny Agent") ## YOUR HEAD START ### A thank-you for being with us: 180 days of Uncanny Agent, on us We don’t want you to read about Uncanny Agent. We want you to use it. So today, **every existing Uncanny Automator customer is receiving a generous Uncanny Agent usage allocation — free for the next 180 days.** It’s already on your account. Nothing to activate, no credit card to update, no plan to change. **What you can do with it:** **Build the recipes you’ve been putting off.** Describe what you want in plain English; Agent assembles the recipe. **Ask it about your site.** “How are my sales trending this month?” “Which courses have the highest completion rates?” “Give my site a health check.” **Hand off the busywork.** Drafting a post, creating a recipe, tagging users, cleaning up content — say what you need and Agent does it. You have a generous allocation of Uncanny Agent usage valid for **180 days** to discover the value Uncanny Agent can provide by giving you real business insights and getting things done – something that no other WordPress tool can do. If you decide to upgrade, you get the Uncanny Agent plan usage included in your plan on top of your Head Start usage. If you decide not to upgrade, your automation-only plan continues exactly as it is today. Either way, the Head Start is yours. ### Nothing changes unless you want it to We know that any time a product you depend on evolves, the first question is: *what does this mean for me?* Here’s the short version: ### If you do nothing **Your automation-only plan continues at your current price. Your recipes keep running exactly as they do today. The only thing that’s different is the Head Start Uncanny Agent usage sitting in your account, ready to use.** ### If you want to keep Uncanny Agent past 180 days You can upgrade to one of our new AI + Automation plans whenever you’re ready — and you only pay the **difference** between your current plan and the new one. You get your plan’s full allocation of Uncanny Agent usage, **valid for 1 year from the date of your upgrade**. Your plan’s renewal date doesn’t change, and on your renewal date you get another full allocation of Uncanny Agent usage. And you keep your remaining Head Start usage on top of your new plan’s allocation. ### If Uncanny Agent isn’t for you That’s fine too. Use it during your Head Start, decide it isn’t for you, and stay on your current plan. Your automations are untouched. ## WHY YOU’LL WANT TO UPGRADE ### Uncanny Automator now adds more value to your business. Much more The new AI + Automation plans cost more than the automation-only plans they replace — because they include something automation-only plans never did: an AI assistant for your WordPress site. **Before today, Uncanny Automator gave you:** 250+ integrations Unlimited recipes and automations The most trusted automation engine in the WordPress ecosystem **Starting today, Uncanny Automator also gives you:** A conversational AI assistant built into your WordPress admin The ability to build recipes by describing them Instant answers about your site’s content, users, and data A faster way to do dozens of routine WordPress tasks A capability *no other WordPress plugin offers* — full stop The price of an AI assistant for your business, bought separately, is not small. The price of integrating one into WordPress yourself is much larger. Uncanny Agent comes built in, understands your site natively, and works alongside the automations you’ve already invested in. **You’re not paying more for the same product. You’re paying a little more for a fundamentally more capable one** — and only if you decide it’s worth it after 180 days of using it for free. ## HOW TO UPGRADE (WHEN YOU’RE READY) ### Upgrading is the easiest part When you’re ready to make Uncanny Agent permanent, here’s how it works: **Pay the difference.** Not a full re-purchase — just the gap between what you’re paying now and the AI + Automation plan you choose. **Keep your renewal date.** Your billing cycle stays exactly where it is. **Stack your usage.** Your new plan’s full Uncanny Agent allocation gets added and is valid for 1-year from the date you upgrade. It’s also added on top of any Head Start usage you have left. **Pick the tier that fits.** Basic, Plus, or Elite — choose based on how much value you’re getting from Uncanny Agent. ## **Compare** AI + Automation plans [Get started](https://automatorplugin.com/pricing/) ## FAQ Do I have to upgrade? No. Your current plan continues at its current price for as long as you keep renewing it. Upgrading is entirely your choice. What happens after 180 days if I don’t upgrade? Your automations keep running. Your plan continues. The only thing that ends is access to Uncanny Agent — your Head Start usage expires and Agent goes quiet until you upgrade. Will my renewal price go up? No. If you stay on your current plan, you continue to renew at your current price. The new pricing applies only to the new AI + Automation plans. Does upgrading cancel my Head Start usage? No. If you upgrade with Head Start usage remaining, you keep it. Your new plan’s full Uncanny Agent allocation is added on top. Will my recipes still work? Yes. All of your existing recipes, integrations, triggers, and actions are unchanged. Uncanny Agent is added alongside the Uncanny Recipe Builder, not in place of it. Is Uncanny Agent secure? Uncanny Agent runs inside your WordPress admin, respects your roles and capabilities, and asks for confirmation before taking destructive actions. You’re always in control. **I have a question that isn’t answered here.** Reply to the launch email or [contact our team](mailto:support@automatorplugin.com) — we’re standing by. ### The product you trusted, with more in it You bought Uncanny Automator because you wanted a tool that would do the work for you. Uncanny Agent is a continuation of that promise — the same goal, expanded into a new medium. You don’t have to take our word for it. You have 180 days of free Uncanny Agent usage to find out yourself. Open your WordPress admin. Click the new Uncanny Agent button. Ask it something. See what happens. We think you’ll be surprised. — The Uncanny Owl Team *Head Start usage is added automatically to all active Uncanny Automator customer accounts as of \[launch date\]. Usage expires 180 days from launch. Upgrading does not affect remaining Head Start usage. Customers on legacy plans continue at their existing pricing and renewal date until they choose to upgrade. [Read the full terms](https://automatorplugin.com/introducing-the-new-uncanny-automator/#)*. --- ### [Uncanny Agent - Feedback](https://automatorplugin.com/uncanny-agent-feedback/) **Published:** December 10, 2025 **Author:** Ken Young **Content:** **Thank you providing feedback about Uncanny Agent!** Please provide your experiences and suggestions using the form below. **Your feedback is incredibly valuable and will go straight to our evaluation team, directly influencing how Uncanny Agent evolves in future versions!** You may submit this form as many times as you like as you uncover additional feedback or suggestions for Uncanny Agent. Please enable JavaScript in your browser to complete this form. Email \*Enter the email address associated with your Uncanny Automator license. Feedback \*If providing feedback on an actual interaction with Uncanny Agent, please include details such as the nature of your request, the outcome/response you expected, as well as the outcome/response you received. I with rate Conversation ID (optional)If you'd like to provide feedback on a specific conversation, include the conversation ID here to make it easier for our team to review. Overall, I would rate my experience with Uncanny Agent so far as: \*Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5 Checkboxes- Please contact me about this feedback. Name \*First Last Submit![Loading](https://automatorplugin.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg) --- ### [Tickets](https://automatorplugin.com/my-account/tickets/) **Published:** September 19, 2018 **Author:** Ken Young **Content:** ## Chat with our new Smart Support Assistant! Get answers instantly — faster than waiting for a human! Our AI Assistant is trained to solve common issues and guide you step-by-step. Try it now and get the help you need in seconds. **Our new support assistant is in beta; please rate the response you receive to help it improve!** (If you’d prefer to jump directly to creating a ticket, see the link below the chatbox.) ### Can’t find the answer? If you need more help, [**create a support ticket**](https://automatorplugin.com/my-account/support-request) and our team will assist you shortly. --- ### [Licenses](https://automatorplugin.com/my-account/licenses/) **Published:** September 19, 2018 **Author:** Ken Young **Content:** ## Licenses Item License Details Uncanny Automator Pro – Plus (Legacy) Status: Active Expires: December 5, 2026 Activations: 5 / 10 [Manage Sites](https://automatorplugin.com/checkout/purchase-history/?license_id=70754&action=manage_licenses&payment_id=177478) – [View Upgrades](https://automatorplugin.com/checkout/purchase-history/?view=upgrades&license_id=70754&action=manage_licenses&payment_id=177478) – [Extend license](https://automatorplugin.com/checkout/?edd_license_key=c163bd129ba418a87c01d05e6d181a2b&download_id=506) [Purchase #177478](https://automatorplugin.com/checkout/purchase-confirmation/?payment_key=84132a585e145dc31d24840082942ae3 "View Purchase Record") Uncanny Automator Pro – Elite (Legacy) Status: Active Expires: September 10, 2029 Activations: 26 / 50 [Manage Sites](https://automatorplugin.com/checkout/purchase-history/?license_id=52464&action=manage_licenses&payment_id=156960) – [View Upgrades](https://automatorplugin.com/checkout/purchase-history/?view=upgrades&license_id=52464&action=manage_licenses&payment_id=156960) – [Extend license](https://automatorplugin.com/checkout/?edd_license_key=97c823b8ef9322de01378b4c9357ef39&download_id=506) [Purchase #156960](https://automatorplugin.com/checkout/purchase-confirmation/?payment_key=2e9438cc846a0471caf5e743510ce93d "View Purchase Record") Uncanny Automator Free Account Status: Active Expires: Never Activations: 10 / Unlimited [Manage Sites](https://automatorplugin.com/checkout/purchase-history/?license_id=12899&action=manage_licenses&payment_id=85136) [Purchase #85136](https://automatorplugin.com/checkout/purchase-confirmation/?payment_key=2dd9aad9f9a389b599f14a4a444cd4ee "View Purchase Record") --- ### [Profile details, orders, licenses and downloads](https://automatorplugin.com/my-account/) **Published:** September 19, 2018 **Author:** Ken Young **Content:** Upgrade your Lifetime purchase Extend your access to premium Automator support and get the **[Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/)**, **[User Lists](https://automatorplugin.com/user-lists-addon/)** and **[Restrict Content](https://automatorplugin.com/restrict-content-addon/)** Addons free with an annual support package. [Upgrade](https://automatorplugin.com/agency-extended) Upgrade your Lifetime purchase Extend your access to premium Automator support and get the **[Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/)**, **[User Lists](https://automatorplugin.com/user-lists-addon/)**, **[Restrict Content](https://automatorplugin.com/restrict-content-addon/)**, **[Dynamic Content](https://automatorplugin.com/dynamic-content-addon/)** and **[Elite integrations](https://automatorplugin.com/elite-integrations-addon/)** Addons free with an annual support package. [Upgrade](https://automatorplugin.com/unlimited-extended) Change Your Name First Name Last Name Display Name Saad uncannysaad Siddique Saad Siddique Siddique Saad Primary Email Address Change your Billing Address Line 1 Line 2 City Postal / ZIP Code Country Afghanistan Åland Islands Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Saint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darrussalam Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo, Democratic People's Republic Congo, Republic of Cook Islands Costa Rica Cote d'Ivoire Croatia/Hrvatska Cuba CuraÇao Cyprus Czechia Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt Equatorial Guinea El Salvador Eritrea Estonia Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Greece Ghana Gibraltar Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard and McDonald Islands Holy See (City Vatican State) Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libyan Arab Jamahiriya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova, Republic of Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands Netherlands Antilles New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Korea Northern Mariana Islands Norway Oman Pakistan Palau Palestinian Territories Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Island Poland Portugal Puerto Rico Qatar Republic of Kosovo Reunion Island Romania Russian Federation Rwanda Saint Barthélemy Saint Helena Saint Kitts and Nevis Saint Lucia Saint Martin (French) Saint Martin (Dutch) Saint Pierre and Miquelon Saint Vincent and the Grenadines San Marino São Tomé and Príncipe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovak Republic Slovenia Solomon Islands Somalia South Africa South Georgia South Korea South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Islands Swaziland Sweden Switzerland Syrian Arab Republic Taiwan Tajikistan Tanzania Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Turks and Caicos Islands Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay US Minor Outlying Islands Uzbekistan Vanuatu Venezuela Vietnam Virgin Islands (British) Virgin Islands (USA) Wallis and Futuna Islands Western Sahara Western Samoa Yemen Zambia Zimbabwe State / Province AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingAmerican SamoaCanal ZoneCommonwealth of the Northern Mariana IslandsFederated States of MicronesiaGuamMarshall IslandsNorthern Mariana IslandsPalauPhilippine IslandsPuerto RicoTrust Territory of the Pacific IslandsVirgin IslandsArmed Forces - AmericasArmed Forces - Europe, Canada, Middle East, AfricaArmed Forces - Pacific Change your Password New Password Re-enter Password --- ### [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/) **Published:** September 19, 2018 **Author:** Ken Young **Content:** Upgrade your Lifetime purchase Extend your access to premium Automator support and get the **[Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/)**, **[User Lists](https://automatorplugin.com/user-lists-addon/)** and **[Restrict Content](https://automatorplugin.com/restrict-content-addon/)** Addons free with an annual support package. [Upgrade](https://automatorplugin.com/agency-extended) Upgrade your Lifetime purchase Extend your access to premium Automator support and get the **[Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/)**, **[User Lists](https://automatorplugin.com/user-lists-addon/)**, **[Restrict Content](https://automatorplugin.com/restrict-content-addon/)**, **[Dynamic Content](https://automatorplugin.com/dynamic-content-addon/)** and **[Elite integrations](https://automatorplugin.com/elite-integrations-addon/)** Addons free with an annual support package. [Upgrade](https://automatorplugin.com/unlimited-extended) ## Orders ID Date Amount Details Invoice License Keys \#177478 December 5, 2025 $0.00 [View Details and Downloads](https://automatorplugin.com/checkout/purchase-confirmation/?id=177478&order=f16e6a49c988bb6597eca91ea57951e1) [View Invoice](https://automatorplugin.com/?edd_action=view_invoice&payment_id=177478&invoice=f16e6a49c988bb6597eca91ea57951e1) [View Licenses](/wp-admin/admin-ajax.php?action=manage_licenses&nonce=9b5daae676&payment_id=177478) \#156960 November 26, 2024 $0.00 [View Details and Downloads](https://automatorplugin.com/checkout/purchase-confirmation/?id=156960&order=a65e93dc0cff265da86accf6292011a3) [View Invoice](https://automatorplugin.com/?edd_action=view_invoice&payment_id=156960&invoice=a65e93dc0cff265da86accf6292011a3) [View Licenses](/wp-admin/admin-ajax.php?action=manage_licenses&nonce=9b5daae676&payment_id=156960) \#85136 July 12, 2022 $0.00 [View Details and Downloads](https://automatorplugin.com/checkout/purchase-confirmation/?id=85136&order=69560c08d03ced330fa33fe64fca881d) [View Invoice](https://automatorplugin.com/?edd_action=view_invoice&payment_id=85136&invoice=69560c08d03ced330fa33fe64fca881d) [View Licenses](/wp-admin/admin-ajax.php?action=manage_licenses&nonce=9b5daae676&payment_id=85136) ## Subscriptions You have not made any subscription purchases. --- ### [Downloads](https://automatorplugin.com/my-account/downloads/) **Published:** September 25, 2018 **Author:** Ryan Moore **Content:** ## Downloads Download Name Files Uncanny Automator Pro — Plus [ 2.0.3/uncanny-automator-custom-user-fields.zip ](https://automatorplugin.com/index.php?eddfile=177478%3A506%3A78%3A2&ttl=1792965877&file=78&token=ec49c14859f7e02ffcbfce1de3ac666686371cad482fd47b3d83d80febbc69bc&oiid=78027) [ uncanny-automator-restrict-content.1.2.0 ](https://automatorplugin.com/index.php?eddfile=177478%3A506%3A84%3A2&ttl=1792965877&file=84&token=32da87c5df0e297824c844c983caaa57b314fa604cdc2ae1b7970f9130999d51&oiid=78027) [ uncanny-automator-user-lists-1-1-1 ](https://automatorplugin.com/index.php?eddfile=177478%3A506%3A89%3A2&ttl=1792965877&file=89&token=fc84d95253e9789fe4043318de3e970e663bf98164ca767f502b0130a16dc8b6&oiid=78027) [ 7.7.0/uncanny-automator-pro.zip ](https://automatorplugin.com/index.php?eddfile=177478%3A506%3A113%3A2&ttl=1792965877&file=113&token=1ca4e9ffd20901c4a2465d42be828d11b253b882aabcee40e2921f61611d6a8a&oiid=78027) Uncanny Automator Pro — Elite [ 2.0.3/uncanny-automator-custom-user-fields.zip ](https://automatorplugin.com/index.php?eddfile=156960%3A506%3A80%3A4&ttl=1792965877&file=80&token=4fd663a44cb575a67b35095284d9f3b727db394dd043a0c935427a700f445b42&oiid=57378) [ uncanny-automator-restrict-content.1.2.0 ](https://automatorplugin.com/index.php?eddfile=156960%3A506%3A86%3A4&ttl=1792965877&file=86&token=712d525d77010d97333412f0c9efe5cf7cd26d0b5455dfad6dbba8c8ae95c262&oiid=57378) [ uncanny-automator-user-lists-1-1-1 ](https://automatorplugin.com/index.php?eddfile=156960%3A506%3A91%3A4&ttl=1792965877&file=91&token=a025c615a30df5aa109e9e5240fabbb0020538fd4bebabc92101ab92a025802e&oiid=57378) [ uncanny-automator-elite-integrations-addon.2.0.0 ](https://automatorplugin.com/index.php?eddfile=156960%3A506%3A97%3A4&ttl=1792965877&file=97&token=efc19152b77ae29d017eaed5d0ef4ef46e5ca227d1887fbd4b830addfbc861f6&oiid=57378) [ uncanny-automator-dynamic-content.1.0.2 ](https://automatorplugin.com/index.php?eddfile=156960%3A506%3A99%3A4&ttl=1792965877&file=99&token=02c1afc6f10a219139ea8dd054ec25e326c02d1f8291d1c0bbb7f911c90e1250&oiid=57378) [ 7.7.0/uncanny-automator-pro.zip ](https://automatorplugin.com/index.php?eddfile=156960%3A506%3A113%3A4&ttl=1792965877&file=113&token=026ab4c82e9d29d13b67240898df101b496cf2116f5edc5c98b36a2ff4db4e02&oiid=57378) Uncanny Automator Free Account No downloadable files found. --- ### [Credits](https://automatorplugin.com/credits/) **Published:** March 15, 2023 **Author:** Ken Young **Content:** - [Usage](https://automatorplugin.com/my-account/usage/) - [Account Details](https://automatorplugin.com/my-account/) - [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/) - [Downloads](https://automatorplugin.com/my-account/downloads/) - [Licenses](https://automatorplugin.com/my-account/licenses/) - [Request Support](https://automatorplugin.com/my-account/tickets/) - [Ticket Status](https://automatorplugin.com/my-account/ticket-status/) ## **Credits** App credits are used for app integrations like ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook, ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) Twitter, ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack, ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom and any other non-WordPress plugin integration. You have unlimited app credits included with your **[Uncanny Automator license](https://automatorplugin.com/my-account/licenses/)**. App credits left If you have not yet installed Uncanny Automator on your WordPress site, enter your site URL below to get started! Please enable JavaScript in your browser to complete this form. URL Website Website URLEnter the URL (e.g., https://automatorplugin.com) without a slash / at the end. Generate link --- ### [The R.I.C.H. Framework](https://automatorplugin.com/rich-framework/) **Published:** November 17, 2025 **Author:** Dani **Content:** The **R.I.C.H. Framework** by **Uncanny Automator** helps businesses, especially WordPress users, identify tasks for automation. R.I.C.H. stands for: - **Repetitive:** Tasks that you perform multiple times a day, week, month, or year. - **Iterative:** Tasks that you perform across multiple records. - **Costly:** Tasks that are time-consuming and/or require multiple tools. - **Hard:** Tasks that are error-prone and/or require coordination between multiple tools and/or stakeholders. The framework guides users to list workflows, score them on a 1-5 scale for each R.I.C.H. criterion, and then prioritize tasks with higher scores for automation. Automation should augment human efforts, account for edge cases, and be measured for ROI. **Uncanny Automator** is the no-code solution for automating WordPress tasks. [Download the R.I.C.H. Framework](https://app.monstercampaigns.com/c/hxmcdtieuw3roy5ms3wt/) ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-present-pose-512px.png "mascot-present-pose-512px") --- ### [Support Request](https://automatorplugin.com/my-account/support-request/) **Published:** December 4, 2025 **Author:** Rohan Pokharel **Content:** - [Usage](https://automatorplugin.com/my-account/usage/) - [Account Details](https://automatorplugin.com/my-account/) - [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/) - [Downloads](https://automatorplugin.com/my-account/downloads/) - [Licenses](https://automatorplugin.com/my-account/licenses/) - [Request Support](https://automatorplugin.com/my-account/tickets/) - [Ticket Status](https://automatorplugin.com/my-account/ticket-status/) Please enable JavaScript in your browser to complete this form. First Name \* Email \* Subject \*- Technical - Account/License - Feature Request - Other I have a question about: \*- Installation - Creating Recipe - Running Recipe - Other Find an answer:- I can’t activate Pro version. What am I missing? - I can't update the plugin Find an answer:- I can't find a certain trigger - I want to create a recipe when something (course, purchase, etc.) is not completed after a period of time - I want to use specific user or post info in my recipe but I don't see a token for it Find an answer:- My trigger isn't firing - My recipe is stuck "In progress" - I want to manually run a recipe on users - My user loop is stuck "In progress" - My logs are empty even though recipes are running - I'm getting an error posting an image to Instagram Find an answer:- I can't enable background actions If your recipe remains “In progress,” it’s important to check the related log for more details. Below are some common reasons why this might happen: 1. **Scheduled actions** – If the recipe includes a scheduled action, it will stay in progress until the scheduled time is reached. 2. **Multiple triggers** – When a recipe uses multiple triggers set to the “ALL” condition, it won’t run until all triggers have been completed. 3. **Loops or stuck processes** – Occasionally, loops or dependent actions may get stuck due to delays or conflicts, preventing the recipe from completing. You can open the specific log, click “Details,” and review which trigger or action is still pending. For “In progress” logs, you’ll also see “Run now” or “Cancel” options that can help resolve the issue manually. Additional possible causes might include temporary server delays, API response timeouts, or misconfigured tokens that prevent an action from finishing. Here are the recommended checks and troubleshooting steps for a trigger not firing: - Confirm the recipe is Published (not Draft). You can toggle this from the right sidebar in the Recipe UI: - Is it only this one recipe/trigger, or are none of your recipes firing? Test with a simple recipe - Create a simple test: Trigger = “A user publishes a post” (WordPress Core), Action = “Logging- Write data to the log.” Publish a test post and check if a log entry appears. If logs do not appear, see Database views below. Database views (if no logs or inconsistent behavior) - If logs are not being generated, that might indicate a problem with the "views." Go to *Automator > Status > Tools*. For the four views at the top, click the trash icons to delete them. See here: (This won’t cause any data loss.) Then click the "*Repair Automator tables*" at the bottom to rebuild. Once the views have been rebuilt, check the logs. Connection and setup checks - Ensure your integrations are connected and active. Try disconnecting/reconnecting the relevant app to refresh the connection. - Duplicate the recipe or recreate it from scratch to rule out a misconfiguration. Caching and conflicts - Temporarily disable any caching plugins and server-level caching. In Automator > Settings > Advanced, temporarily disable Automator Cache. - Use the Health Check & Troubleshooting plugin to enable Troubleshooting Mode and activate only Uncanny Automator to rule out theme/plugin conflicts. If the issues persist, please contact our support team. You may get errors like “OAuthException: Only photo or video can be accepted as media type” or “Only photo or video accepted” when sharing posts to Instagram. These errors mean Instagram is rejecting the media due to format or compatibility issues. Other platforms are more flexible, but Instagram has stricter requirements around media type, format, and how the file is served and only supports JPEG or PNG Image formats. Please check the following and consider these adjustments: 1. Are you using any image optimization, caching plugins, or CDN services? Temporarily disable them to test. 2. Adjust server or CDN cache settings to reduce or disable caching for image URLs. This helps ensure a fresh 200 OK response. 3. Add rules in .htaccess or server config to control caching for the /wp-content/uploads/ folder or specific images. Ask your hosting provider or server admin for help if needed. To test this yourself: 1. Open the image URL in a private/incognito browser tab. 2. Open Developer Tools > Network tab, then refresh the page. 3. A normal reload may show 304 Not Modified. 4. Perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R), which should return 200 OK and Content-Type: image/jpeg. If logs are not being generated, that might indicate a problem with the "views" in the database. In such cases, rebuilding the views is recommended as a best practice. Go to *Automator > Status > Tools*. For the four views at the top, click the trash icons to delete them. See here: (This won’t cause any data loss.) Then click the "*Repair Automator tables*" at the bottom to rebuild. Once the views have been rebuilt, check if logs are being generated as expected. If not, please contact our support team. A user loop getting stuck "In progress" usually means the server is hitting processing or memory limits. Shared hosting often can’t handle large processes well. 1. Delete the recipe log entry that's stuck in progress, make a small change to the recipe, resave it, then hard refresh the page and re-run the recipe. 2. Ask your host to check for server errors like timeouts or memory issues during recipe execution. Go to *Automator > Status* and look for red warnings (e.g., memory/timeout limits). Click *Get system report* and share the details or a screenshot with us. 3. Set up a server-side cron job for better reliability (if you're not sure how, you may need to ask your host for help). Use a plugin like WP Crontrol to check the automator\_pro\_loops\_run\_queue hook and schedule. Ask your host to confirm that the real cron is running. 4. Test with a smaller group of users using loop filters as explained here: [Loop Filters](https://automatorplugin.com/knowledge-base/user-loops/). If you're having trouble enabling "Background actions", try these possible solutions: 1. Are there any errors appearing? You can inspect the console for issues by following this guide: [How to Inspect Element](https://www.wpbeginner.com/wp-tutorials/basics-of-inspect-element-with-your-wordpress-site/#aioseo-easily-find-errors-on-your-site). If you find any errors, be sure to mention them to support. 2. Enable WordPress debug mode to check for errors. See this guide: [Enable Debug Mode](https://www.wpbeginner.com/wp-tutorials/how-to-easily-enable-wordpress-debug-mode-to-fix-site-errors/). Check or share the log file with us. 3. Temporarily disable Automator Cache at *Automator > Settings > Advanced* if enabled and also disable any host or server based caching. 4. Temporarily disable any caching, security, and optimization plugins (like: WP Rocket, Wordfence, or Autoptimize), as they may interfere with background AJAX or POST requests. 5. Check with your hosting provider to see if ModSecurity, a firewall, or other server rules are blocking POST requests. Also, confirm there are no restrictions on writing to the wp\_options table and whether object caching (like Redis or Memcached) might be preventing the setting from updating. 6. Temporarily switch to a default WordPress theme like Twenty Twenty Five to check for possible conflicts. It’s possible that you missed an installation step. Please first ensure that the free version of Uncanny Automator is installed and activated on your site. Uncanny Automator Pro is a separate plugin from our free version, and to use Pro features, you must have both Uncanny Automator AND Uncanny Automator Pro installed and activated. The easiest way to install and activate Uncanny Automator Pro is go to *Automator > Settings* and enter your Pro license key. This will automatically install Uncanny Automator Pro and activate it with your license key. Alternatively, you can manually install and activate Uncanny Automator Pro by following these steps: 1. Download the latest version of Uncanny Automator Pro from your account at [*My Account > Downloads*](https://automatorplugin.com/my-account/downloads/). 2. In your WordPress admin, go to *Plugins > Add New Plugin*, then click *Upload Plugin*. 3. Choose the downloaded zip file, click *Install Now*, and then activate the plugin. 4. After activation, go to *Automator > Settings > General > License* in your WordPress admin to enter and activate your license key. You can find your license key here: [Licenses](https://automatorplugin.com/my-account/licenses/) If the steps above don't work, please open a ticket and share a screenshot or a short video demonstrating the issue so we can assist. It’s important to check what’s happening when you try to update the plugin. Usually, the free version should update without any problems. If you encounter any errors, please share the error message or a screenshot through the support form. Alternatively, you can manually install and activate the latest version of **Uncanny Automator Pro** by following these steps: 1. Download the latest version of Uncanny Automator Pro from your account at [*My Account > Downloads*](https://automatorplugin.com/my-account/downloads/). 2. In your WordPress admin, go to *Plugins > Add Plugin*, then click *Upload Plugin*. 3. Select the downloaded ZIP file and click **Install Now**. You’ll be prompted to replace the existing version — confirm to proceed. 4. Once installation is complete, activate the plugin. You can also download the latest **free version** from [here](https://wordpress.org/plugins/uncanny-automator/) and follow the same installation steps. Make sure the relevant plugin is installed and activated, or the app integration is connected at **Automator > App integrations**. Verify you’ve chosen the correct recipe type. There are two types: **Logged-in users** and **Everyone** and the triggers displayed depend on the type chosen.More details: [Recipe Types](https://automatorplugin.com/knowledge-base/creating-a-recipe/#recipe-types). When creating a new recipe (***Automator > Add new recipe***), you’ll be prompted to select the type; verify your selection. You can see which triggers are available for each recipe type on the respective integration page: [Automator Integrations](https://automatorplugin.com/integrations/). Here’s how you can set up notifications to remind users about incomplete courses, incomplete purchases, or other milestones: 1. Use a trigger such as A user is enrolled in a course, A user adds a product to their cart, A user registers, or some other activity that occurs before the desired outcome. [LearnDash Course Progress Trigger](https://automatorplugin.com/integration/learndash/) 2. Use the [Email action](https://automatorplugin.com/integration/emails/) or [Twilio SMS Action](https://automatorplugin.com/integration/twilio/) 3. Add a delay by the number of days. [Schedule Delay](https://automatorplugin.com/integration/schedule/) Add an action filter to check if the user has NOT completed the course before sending the SMS. [Action Filters & Conditions](https://automatorplugin.com/knowledge-base/action-filters-conditions/)For example, for course completion reminders, you could use the LearnDash condition: [The user has not completed a course](https://automatorplugin.com/integration/learndash/#:~:text=The%20user%20has%20not%20completed%20a%20course) If your data is stored as user or post meta, you can use the User ID or Post ID from a trigger or loop to access it. Then, use [a User Meta Token](https://automatorplugin.com/knowledge-base/user-meta-tokens/) or [Post Meta Token](https://automatorplugin.com/knowledge-base/post-meta-tokens/) to pull the information. These tokens are useful for retrieving values from custom fields, such as those created with ACF, where additional data is stored. You can either use a **manual trigger** like[ Run Now](https://automatorplugin.com/knowledge-base/run-now/) or **schedule** your recipe with a trigger using[ Schedule](https://automatorplugin.com/integration/schedule/). Then, use[ User Loops](https://automatorplugin.com/knowledge-base/user-loops/) with loop filters to target the relevant users. You can pair this with actions like: - Sending emails via the[ Email integration](https://automatorplugin.com/integration/emails/) - Unenrolling users from a LearnDash course via the[ LearnDash integration](https://automatorplugin.com/integration/learndash/#:~:text=Unenroll%20the%20user%20from%20a%20course) This setup allows you to run targeted actions for users as above. See these articles for quick answers to some commonly asked questions: 1. [Download Your Plugins and Get License Keys](https://automatorplugin.com/knowledge-base/download-your-plugins-and-get-license-keys/) 2. [Manage Your Subscription](https://automatorplugin.com/knowledge-base/manage-your-subscription/) 3. [Update Your Credit Card or Change Your Payment Method](https://automatorplugin.com/knowledge-base/update-your-credit-card-or-change-your-payment-method/) 4. [Change Your Email Address](https://automatorplugin.com/knowledge-base/change-your-email-address/) 5. [Change or Reset Your Password](https://automatorplugin.com/knowledge-base/change-or-reset-your-password/) 6. [Generate an Invoice For Your Purchase](https://automatorplugin.com/knowledge-base/generate-an-invoice-for-your-purchase/) 7. [Renew Your License](https://automatorplugin.com/knowledge-base/renew-your-license/) 8. [Upgrade or Downgrade Your License](https://automatorplugin.com/knowledge-base/upgrade-or-downgrade-your-license/) 9. [Transfer Your Plugin License to Another Domain](https://automatorplugin.com/knowledge-base/transfer-your-plugin-license-to-another-domain/) 10. [Request a Refund](https://automatorplugin.com/knowledge-base/request-a-refund/) Technical \*- The information above did not resolve my issue. Account \*- The information above did not resolve my issue. Uncanny Automator Version \*Which version of Uncanny Automator (free) are you using on your website? Uncanny Automator Pro Version \*Which version of Uncanny Automator Pro are you using on your website? Summary \*A short description of the message / question. Message / Question details \*Include details such as error messages, steps to reproduce the issue, steps you have taken to try to resolve the issue and URLs (if accessible without a login). Message / Question details \*Add any details that will help us understand your request. System Info \*Go to Automator > Status, click “Get system report”, then click “Copy for support” and paste the information here. Do you have any recipe details to share? \*- Yes - No Recipe details include a recipe screenshot, recipe JSON log, or any other attachments to share. Providing these details helps us better understand your setup and significantly reduces the back-and-forth, allowing us to resolve your issue more quickly. Recipe Export/Screenshot Drag & Drop Files, Choose Files to Upload You can upload up to 3 files. Recipe Log JSON Drag & Drop Files, Choose Files to Upload You can upload up to 3 files. Additional attachments Drag & Drop Files, Choose Files to Upload You can upload up to 3 files. Name Subject Automator Integration / Plugin \*Which plugin or integration is involved? (e.g., WooCommerce, LearnDash, WPForms, Slack, Google Sheets) Feature Type \*- Trigger - Action - Other Is this a new trigger, a new action, or something else? Summary \*What should the feature be called? Example: “Trigger - User uploads a file”, “Action - Send message to Slack channel” Details \*Describe exactly what this feature should do. Example: When should it run? What should happen? Example Use Case(s)Provide one or more real scenarios where you'd use this feature. Screenshots or References Drag & Drop Files, Choose Files to Upload You can upload up to 2 files. Include any screenshots or references that help explain your request. Submit![Loading](https://automatorplugin.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg) --- ### [Support Form](https://automatorplugin.com/automator-support/) **Published:** June 19, 2018 **Author:** Ryan Moore **Content:** # We can help! Send us your question or support issue and we’ll follow up as soon as we can, usually no later than the next business day. (Replies may be delayed when there are holidays in Canada, but we’ll do our best to follow up soon!) Please enable JavaScript in your browser to complete this form. Choose a subject \*- Sales - Technical Support - Other details Email Choose First Name \*How should we address you? Email \*Your email address. Summary \*A short description of the message / question. Message / Question details \*Add any details that will help us understand your request. Support Buttons [Free user? Click here](https://wordpress.org/support/plugin/uncanny-automator/) [Pro user? Login here](https://automatorplugin.com/my-account/tickets/) Submit --- ### [2025 Cyber Week](https://automatorplugin.com/cyber-week/) **Published:** November 5, 2025 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2025/11/Automator-Cyber-Monday-2025.png) **Cyber Week ends in…** ## Save 50% and earn a chance to win 1 of 2 Apple AirPods 4\* All licenses include 1-year access to plugin updates and 1 year of premium help desk support. If you’re not happy with the plugin for any reason, reach out within 14 days of purchase and we’ll refund your money. \* Winners will be announced December 20. Refunded purchases are not eligible to win. AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f35eadf0-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $599 $399 / mo billed annually at $4788 $2400 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / mo billed annually at $2988 $1200 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / mo billed annually at $1788 $600 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite normally $599 $399 / year\* $200 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / year\* $100 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / year\* $50 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \* You can change plans or cancel your subscription at any time. ## ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) 4.9/5 #### Average rating ## 1,400,000+ #### Downloads ## 195+ #### Integrations ## What are people saying about Uncanny Automator? Great things, of course. [![](https://secure.gravatar.com/avatar/0e85c0cc1577d15e360f99504f944410?s=200&d=retro&r=g)](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) [@crumpetchris](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has allowed me to completely automate my website… and save hundreds of hours of work. [![](https://secure.gravatar.com/avatar/c376545cd38567fb9c3c40b569e67062?s=200&d=retro&r=g)](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) [@chrisbadgett](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Rock solid plugin! We recently tested it out in a bunch of different use cases. Worked perfectly. [![](https://secure.gravatar.com/avatar/3ab0c08b9c6d771bf129417989bea3cc?s=200&d=retro&r=g)](https://wordpress.org/support/topic/changed-my-business/) [@wpcrafter](https://wordpress.org/support/topic/changed-my-business/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Automator has completely opened up what is possible with WordPress, Ecommerce, Online Courses, etc. [![](https://secure.gravatar.com/avatar/084242c99aea10d4e758b63678c013f9?s=200&d=retro&r=g)](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) [@petecs](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has helped us automate many of the functions on our e-learning website. The plugin is reliable and the team behind it is very helpful. Featured on ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpbeginner-logo.png "wpbeginner-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpexplorer-logo.png "wpexplorer-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpmayor-logo.png "wpmayor-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpcrafter-logo.png "wpcrafter-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wordpress-logo.png "wordpress-logo") ## FAQ **Who should use Uncanny Automator?** Automator can add value to any business using WordPress in minutes, by helping to automate the manual tasks involved in [blogging](https://automatorplugin.com/automate-blogging/), [marketing](https://automatorplugin.com/automate-marketing/), [eCommerce](https://automatorplugin.com/automate-ecommerce/), [eLearning](https://automatorplugin.com/automate-elearning/), [memberships](https://automatorplugin.com/automate-memberships/), [reporting](https://automatorplugin.com/automate-reporting/), [webinars](https://automatorplugin.com/automate-webinars-and-events/), [customer support,](https://automatorplugin.com/automate-support/) and virtually [anything else](https://automatorplugin.com/automate-anything/). **Is a refund available if I’m unhappy?** Absolutely. If you’re unsatisfied for any reason, let us know within 14 days of purchase and we will issue a full refund for the purchase. **How is this different than Zapier?** Zapier is a pay-per-use service that routes 100% of your data through their servers to facilitate automations. Uncanny Automator runs natively on your WordPress site as a plugin, so for plugin integrations, your data stays on your site. Uncanny Automator Pro also offers unlimited automations for one low annual cost; your cost never increases as you automate more of your business. **Why am I being charged sales tax?** As Uncanny Owl is a Canadian company, we must charge sales tax to Canadian purchasers. Non-Canadians will not be charged tax. Please note that all purchases are in USD. **When does the Cyber Week end?** The Cyber Week deal runs from Monday, December 1 at 12:00AM EST through Friday, December 5 at 09:00 PM EST. **What integrations do you support?** All WordPress plugins and apps along with their triggers and actions are listed here: . Automator also fully supports incoming and outgoing webhooks, which opens up support for thousands of additional apps. We are always adding new integrations and are happy to consider new integration requests from customers. **How do I request support?** Start by checking our [Knowledge Base](https://automatorplugin.com/knowledge-base/) to see if your issue or question is covered. If you need additional assistance, send us a ticket from inside your account after purchase or use one of the contact forms on this site. **Can I add and remove sites using my license?** Yes you can. You can fully manage sites from inside your account on our website. --- ### [Black Friday 2025](https://automatorplugin.com/black-friday/) **Published:** November 5, 2025 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2025/11/Automator-Black-Friday-2025.png) **Black Friday Week ends in…** ## Save 50% and earn a chance to win 1 of 2 Apple AirPods 4\* All licenses include 1-year access to plugin updates and 1 year of premium help desk support. If you’re not happy with the plugin for any reason, reach out within 14 days of purchase and we’ll refund your money. \* Winners will be announced December 20. Refunded purchases are not eligible to win. AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f3615fe5-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $599 $399 / mo billed annually at $4788 $2400 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / mo billed annually at $2988 $1200 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / mo billed annually at $1788 $600 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite normally $599 $399 / year\* $200 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / year\* $100 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / year\* $50 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \* You can change plans or cancel your subscription at any time. ## ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) 4.9/5 #### Average rating ## 1,400,000+ #### Downloads ## 210+ #### Integrations ## What are people saying about Uncanny Automator? Great things, of course. [![](https://secure.gravatar.com/avatar/0e85c0cc1577d15e360f99504f944410?s=200&d=retro&r=g)](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) [@crumpetchris](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has allowed me to completely automate my website… and save hundreds of hours of work. [![](https://secure.gravatar.com/avatar/c376545cd38567fb9c3c40b569e67062?s=200&d=retro&r=g)](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) [@chrisbadgett](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Rock solid plugin! We recently tested it out in a bunch of different use cases. Worked perfectly. [![](https://secure.gravatar.com/avatar/3ab0c08b9c6d771bf129417989bea3cc?s=200&d=retro&r=g)](https://wordpress.org/support/topic/changed-my-business/) [@wpcrafter](https://wordpress.org/support/topic/changed-my-business/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Automator has completely opened up what is possible with WordPress, Ecommerce, Online Courses, etc. [![](https://secure.gravatar.com/avatar/084242c99aea10d4e758b63678c013f9?s=200&d=retro&r=g)](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) [@petecs](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has helped us automate many of the functions on our e-learning website. The plugin is reliable and the team behind it is very helpful. Featured on ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpbeginner-logo.png "wpbeginner-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpexplorer-logo.png "wpexplorer-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpmayor-logo.png "wpmayor-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpcrafter-logo.png "wpcrafter-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wordpress-logo.png "wordpress-logo") ## FAQ **Who should use Uncanny Automator?** Automator can add value to any business using WordPress in minutes, by helping to automate the manual tasks involved in [blogging](https://automatorplugin.com/automate-blogging/), [marketing](https://automatorplugin.com/automate-marketing/), [eCommerce](https://automatorplugin.com/automate-ecommerce/), [eLearning](https://automatorplugin.com/automate-elearning/), [memberships](https://automatorplugin.com/automate-memberships/), [reporting](https://automatorplugin.com/automate-reporting/), [webinars](https://automatorplugin.com/automate-webinars-and-events/), [customer support,](https://automatorplugin.com/automate-support/) and virtually [anything else](https://automatorplugin.com/automate-anything/). **Is a refund available if I’m unhappy?** Absolutely. If you’re unsatisfied for any reason, let us know within 14 days of purchase and we will issue a full refund for the purchase. **How is this different than Zapier?** Zapier is a pay-per-use service that routes 100% of your data through their servers to facilitate automations. Uncanny Automator runs natively on your WordPress site as a plugin, so for plugin integrations, your data stays on your site. Uncanny Automator Pro also offers unlimited automations for one low annual cost; your cost never increases as you automate more of your business. **Why am I being charged sales tax?** As Uncanny Owl is a Canadian company, we must charge sales tax to Canadian purchasers. Non-Canadians will not be charged tax. Please note that all purchases are in USD. **When does the Black Friday Week end?** The Black Friday Week deal runs from Friday, November 21 at 09:00AM EST through Sunday, November 30 at 09:00 PM EST. **What integrations do you support?** All WordPress plugins and apps along with their triggers and actions are listed here: . Automator also fully supports incoming and outgoing webhooks, which opens up support for thousands of additional apps. We are always adding new integrations and are happy to consider new integration requests from customers. **How do I request support?** Start by checking our [Knowledge Base](https://automatorplugin.com/knowledge-base/) to see if your issue or question is covered. If you need additional assistance, send us a ticket from inside your account after purchase or use one of the contact forms on this site. **Can I add and remove sites using my license?** Yes you can. You can fully manage sites from inside your account on our website. --- ### [Affiliate Program](https://automatorplugin.com/affiliate-program/) **Published:** October 5, 2018 **Author:** Ryan Moore **Content:** # Earn big commissions for Uncanny Automator referrals! Join the Uncanny Automator affiliate program and earn **25% of the price paid** for all licenses purchased through your personal links. For full terms check out [Section 7 of our Terms & Conditions](https://staging8.automatorplugin.com/terms-conditions/) page, then set up your affiliate account below to get started! ![](https://automatorplugin.com/wp-content/uploads/2018/09/uncanny-automator-recipe-wizard.gif "uncanny-automator-recipe-wizard") ## Apply for Membership Register a new affiliate account Your Name Username Account Email Payment Email Website URL How will you promote us? [Agree to our Terms of Use and Privacy Policy](https://automatorplugin.com/terms-conditions/) --- ### [Affiliate Area](https://automatorplugin.com/affiliate-area/) **Published:** October 4, 2018 **Author:** Ryan Moore **Content:** --- ### [Plugin Survey](https://automatorplugin.com/automator-survey/) **Published:** September 22, 2018 **Author:** Ryan Moore **Content:** # Tell Us About Your Automator Experiences Please enable JavaScript in your browser to complete this form. - Step 1 of 2 Thank you for taking a few moments to give us feedback about Uncanny Automator! The survey will only take 2-3 minutes to complete. To get started, click the button below. Next![Loading](https://automatorplugin.com/wp-content/plugins/wpforms/assets/images/submit-spin.svg) Please rate each of the following statements. \* Strongly disagreeDisagreeNeutralAgreeStrongly agree The plugin is a useful addition to my siteStrongly disagreeThe plugin is a useful addition to my site Strongly disagree DisagreeThe plugin is a useful addition to my site Disagree NeutralThe plugin is a useful addition to my site Neutral AgreeThe plugin is a useful addition to my site Agree Strongly agreeThe plugin is a useful addition to my site Strongly agree The plugin met my expectationsStrongly disagreeThe plugin met my expectations Strongly disagree DisagreeThe plugin met my expectations Disagree NeutralThe plugin met my expectations Neutral AgreeThe plugin met my expectations Agree Strongly agreeThe plugin met my expectations Strongly agree The plugin was a good valueStrongly disagreeThe plugin was a good value Strongly disagree DisagreeThe plugin was a good value Disagree NeutralThe plugin was a good value Neutral AgreeThe plugin was a good value Agree Strongly agreeThe plugin was a good value Strongly agree What is your favourite thing about the plugin? What is the ONE thing we can do to most improve the plugin? Leave a Testimonial?- Yes - No By sharing your story, you help us continue to develop and improve Uncanny Automator! TestimonialLet us know how Uncanny Automator has helped you! NameFirst Last Please leave your name for the testimonial. Company name Position WebsiteIf you'd like your testimonial to link to your website, add a link here! (We may or may not use the link.) HeadshotPlease upload a headshot we can use alongside your testimonial! (It will be small, so a high-quality photo is not necessary.) Additional comments Upload supporting info/image Drag & Drop Files, Choose Files to Upload Optionally upload a image or file related to your feedback. (Supported formats: .png, .gif, .jpg, .doc, pdf) Would you like us to follow up?If you want us to follow up on anything you wrote above, add your email address and we'll be in touch. Position the plugin? Submit --- ### [Submit a translation for Automator](https://automatorplugin.com/submit-a-translation-for-uncanny-automator/) **Published:** November 22, 2022 **Author:** Dani **Content:** # Submit a translation for Automator and get a FREE license Submit a complete translation of the free version of Uncanny Automator in a language that doesn’t yet have a translation and we’ll give you a FREE 1-year Business license or 2-year Single Site license for Automator Pro. The WordPress.org translation team must accept your translation before we issue your free license. Please enable JavaScript in your browser to complete this form. Language / Locale Name \*First Last Email \* Reward \*Select a reward1 year Business license2 year Single Site license Locale / Language \*Select a localeAfrikaansAlbanianAlgerian ArabicAmharicArabicAragoneseArmenianArpitanAssameseAsturianAzerbaijaniAzerbaijani (Turkey)Balochi SouthernBashkirBasqueBelarusianBengali (Bangladesh)Bengali (India)BhojpuriBodoBorana-Arsi-Guji OromoBosnianBretonBulgarianCatalanCatalan (Balear)CebuanoChinese (China)Chinese (Hong Kong)Chinese (Singapore)Chinese (Taiwan)CornishCorsicanCroatianCzechDanishDhivehiDutchDutch (Belgium)DzongkhaEmojiEnglish (Australia)English (Canada)English (New Zealand)English (Pirate)English (South Africa)English (UK)EsperantoEstonianEweFaroeseFinnishFonFrench (Belgium)French (Canada)French (France)FrisianFriulianFulahGalicianGeorgianGermanGerman (Austria)German (Switzerland)GreekGreenlandicGujaratiHaitian CreoleHausaHawaiianHazaragiHebrewHindiHungarianIcelandicIdoIgboIndonesianIrishItalianJapaneseJavaneseKabyleKannadaKarakalpakKazakhKhmerKinyarwandaKoreanKurdish (Kurmanji)Kurdish (Sorani)KyrgyzLaoLatinLatvianLigurianLimburgishLingalaLithuanianLombardLower SorbianLugandaLuxembourgishMacedonianMaithiliMalagasyMalayMalayalamMalteseMaoriMarathiMauritian CreoleMongolianMontenegrinMoroccan ArabicMyanmar (Burmese)NepaliNigerian PidginNorwegian (Bokmål)Norwegian (Nynorsk)N’koOccitanOriyaOsseticPanjabi (India)Papiamento (Aruba)Papiamento (Curaçao and Bonaire)PashtoPersianPersian (Afghanistan)PicardPolishPortuguese (Angola)Portuguese (Brazil)Portuguese (Portugal)RohingyaRomanianRomanshRussianSakhaSanskritSaraikiSardinianScottish GaelicSerbianShonaShqip (Kosovo)SicilianSilesianSindhiSinhalaSlovakSlovenianSomaliSouth AzerbaijaniSpanish (Argentina)Spanish (Chile)Spanish (Colombia)Spanish (Costa Rica)Spanish (Dominican Republic)Spanish (Ecuador)Spanish (Guatemala)Spanish (Honduras)Spanish (Mexico)Spanish (Peru)Spanish (Puerto Rico)Spanish (Spain)Spanish (Uruguay)Spanish (Venezuela)SundaneseSwahiliSwatiSwedishSyriacTagalogTahitianTajikTamazightTamazight (Central Atlas)TamilTamil (Sri Lanka)TatarTeluguThaiTibetanTigrinyaTurkishTurkmenTweantsUighurUkrainianUpper SorbianUrduUzbekVenetianVietnameseWelshWolofXhosaYorubaZulu File \* Drag & Drop Files, Choose Files to Upload Allowed file extensions: .po, .pot, .mo Submit ![](https://automatorplugin.com/wp-content/uploads/2022/11/translation-automator.png "translation-automator") ## FAQ Questions about submitting translations? We can help! [How much of the plugin do I have to translate?](#how-much-of-the-plugin-do-i-have-to-translate) All translatable strings in the latest release (at the time of your submission) should be translated. While we appreciate smaller translations, they will not qualify for the free license. [What if WordPress doesn't accept the translation?](#what-if-wordpress-doesnt-accept-the-translation) Typically we will receive feedback from the translation team and there will be an opportunity to make improvements. A license will only be granted once the translation is accepted. [Are all languages accepted?](#are-all-languages-accepted) This offer is only available for languages where there is not an approved translation (see “Languages” on or a [translation waiting for approval](https://translate.wordpress.org/projects/wp-plugins/uncanny-automator/). At the time of writing, this means translations for Portuguese, Spanish, English and German *will not* be accepted. [What if I already have a license?](#what-if-i-already-have-a-license) If you submit a translation that’s accepted, we can assign the free license to another user or extend your existing license. [What if I submitted a translation directly to WordPress.org?](#what-if-i-submitted-a-translation-directly-to-wordpressorg) Submissions do not have to go through us. If you submitted a translation to WordPress.org that was accepted, send us proof that you did the work and we will set you up with the Automator license. --- ### [Third party integration submission](https://automatorplugin.com/third-party-integration-submission/) **Published:** January 13, 2023 **Author:** Dani **Content:** # Let us know about your Uncanny Automator integration! We’re happy to help spread the word about new integrations for Uncanny Automator. Fill out the form below with details about your integration and we’ll consider it for inclusion in our integration listings. ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-present-pose.svg "mascot-present-pose") Please enable JavaScript in your browser to complete this form. Name \*First Last Email \* Integration name \* Integration code \*The value you added on the $integration_code variable Plugin URL \* Name of the company that developed the integration \* URL of the company that developed the integration \* ### Requirements Describe all the requirements for this integration to work correctly, including: add-ons, other plugins, pro versions of plugins, etc. Please add the URL of the requirements. URL Requirement URL Documentation URL \* ### List of Triggers If you have tokens available, please include them Trigger type \*--- Select Choice ---Logged-inEveryone Tokens (comma separated) Trigger name Trigger type \*--- Select Choice ---Logged-inEveryone Tokens (comma separated) List Company colour ### List of Actions If you have tokens available, please include them Tokens (comma separated) Action name Tokens (comma separated) Logo/Icon \* Drag & Drop Files, Choose Files to Upload Please attach your logo or icon in .svg format. If you can’t provide an .svg file, feel free to upload a .png version and email the .svg file to support@automatorplugin.com Branding colour \*Please enter the hexadecimal Long description of your plugin \* Short description of your plugin Submit --- ### [Tell us what you think!](https://automatorplugin.com/feedback/) **Published:** June 27, 2018 **Author:** Ryan Moore **Content:** Your requests help us turn Uncanny Automator into a better plugin. What can we do to make the plugin more useful on your site? Please enable JavaScript in your browser to complete this form. Name \* Feedback Screenshots Name Email \* Feedback \*Please be as detailed as possible. The more we understand, the better we can help! Screenshots Drag & Drop Files, Choose Files to Upload You can upload up to 5 files. Submit --- ### [Automate Memberships](https://automatorplugin.com/automate-memberships/) **Published:** December 6, 2024 **Author:** Dani **Content:** Automate # Automate Memberships Engage and create loyal members. [Get started](https://automatorplugin.com/pricing/) ![](https://automatorplugin.com/wp-content/uploads/2024/04/memberships-banner-v2-1024x693.png) ![](https://automatorplugin.com/wp-content/uploads/2024/04/memberships-problem-1024x686.png) \#1 — The problem # Engagement is key – and time consuming With the breadth of membership plugins available today, **WordPress is the most flexible way** to build your walled garden. Plugins like ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) **MemberPress**, ![Ultimate Member](https://automatorplugin.com/wp-content/uploads/2020/05/ultimate-member-icon.svg) **Ulimate Member**, ![Paid Memberships Pro](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg) **Paid Memberships Pro**, ![Wishlist Member](https://automatorplugin.com/wp-content/uploads/2020/08/wishlist.svg) **Wishlist Member**, and ![Woo Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) **WooCommerce Memberships** provide powerful membership management features, from **registration** to **content protection**, **eCommerce** and **eLearning**. **Engagement** is the key indicator of any successful membership platform. But trying to engage with every member individually or monitoring each member’s activities to provide personalized feedback would require more hours than exist in a day. Unless you leave your members in Uncanny Automator’s delicate digital hands. \#2 — The solution # Engage members and respond instantly with automation With automation, you can give users feedback and keep them engaged without the manual overhead: When members interact with specific content, *automatically* **unlock supplementary content** or send it by email When members have visited all of the content available in their membership, *automatically* send them a **discount code for the next tier** When members renew, *automatically* **award membership points** or **increase their rank** When new members register, *automatically* enroll them in the appropriate **groups**, **courses** and/or **mailing lists** When members complete milestones, *automatically* post their achievement to a **group or sitewide activity stream** When members cancel, **automatically send an email** that reiterates the benefits of membership and provides a special retention discount code ![](https://automatorplugin.com/wp-content/uploads/2024/05/memberships-solution-2-1024x678.png) # Inspire yourself with examples Check out some of the **millions of automations** you can create with Uncanny Automator. #### When a subscription expires, disable a code snippet Requires [ ![Paid Memberships Pro](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg) Paid Memberships Pro ](https://automatorplugin.com/integration/paid-memberships-pro/) [ ![WPCode](https://automatorplugin.com/wp-content/uploads/2023/03/wpcode-icon.svg) WPCode ](https://automatorplugin.com/integration/wpcode/) #### When a user adds a membership level, enroll them in a course Requires [ ![Wishlist Member](https://automatorplugin.com/wp-content/uploads/2020/08/wishlist.svg) Wishlist Member ](https://automatorplugin.com/integration/wishlist-member/) [ ![LifterLMS](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg) LifterLMS ](https://automatorplugin.com/integration/lifterlms/) #### When a user cancels a membership, unsubscribe the user from a Mailchimp audience Requires [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) MemberPress ](https://automatorplugin.com/integration/memberpress/) [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) Mailchimp ](https://automatorplugin.com/integration/mailchimp/) #### When a user is added to a membership plan, add the user to a group Requires [ ![Woo Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo Memberships ](https://automatorplugin.com/integration/woocommerce-memberships/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) #### When a user's membership expires, record it in a spreadsheet Requires [ ![Restrict Content Pro](https://automatorplugin.com/wp-content/uploads/2020/11/restrict-content-pro.svg) Restrict Content Pro ](https://automatorplugin.com/integration/restrict-content/) [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/) #### When memberships are cancelled, send an email to specific email addresses Requires [ ![Paid Memberships Pro](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg) Paid Memberships Pro ](https://automatorplugin.com/integration/paid-memberships-pro/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) #### When users add a matching job title, add a membership level Requires [ ![JetEngine](https://automatorplugin.com/wp-content/uploads/2022/08/jetengine-icon.svg) JetEngine ](https://automatorplugin.com/integration/jetengine/) [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) MemberPress ](https://automatorplugin.com/integration/memberpress/) #### When users make a purchase, add them to a membership level Requires [ ![WP Simple Pay](https://automatorplugin.com/wp-content/uploads/2021/03/wp-simple-pay-icon-1.svg) WP Simple Pay ](https://automatorplugin.com/integration/wp-simple-pay/) [ ![Memberium for Keap](https://automatorplugin.com/wp-content/uploads/2023/07/memberium-icon.svg) Memberium for Keap ](https://automatorplugin.com/integration/memberium-keap/) #### When users submit a giveaway entry, add a membership Requires [ ![RafflePress](https://automatorplugin.com/wp-content/uploads/2023/03/rafflepress-icon.svg) RafflePress ](https://automatorplugin.com/integration/rafflepress/) [ ![ARMember](https://automatorplugin.com/wp-content/uploads/2023/07/armember-icon-v2.svg) ARMember ](https://automatorplugin.com/integration/armember/) \#3 — The implementation # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks**. When memberships become interactive and adaptive, members stay engaged and subscribed. Uncanny Automator pays for itself quickly in both time saved and reduced churn. ![](https://automatorplugin.com/wp-content/uploads/2024/04/memberships-recipe-example-1024x767.png) Been using WordPress for 20 years and this is officially my first plugin review. Normally I would not take the time to write a review but I have so many good things to say about Uncanny Automator that I just couldn’t go without giving them some much deserved kudos… @str8red [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/fantastic-plugin-fantastic-support-23/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [2025 August Sale — Elite Unlocked](https://automatorplugin.com/elite-unlocked-sale/) **Published:** August 15, 2025 **Author:** Dani **Content:** ![Promotional banner for Elite Unlocked Automator package at $249 with a friendly robot mascot and a key.](https://automatorplugin.com/wp-content/uploads/2025/08/Automator-August-Sale-Sales-Page_v2.png) **Elite Unlocked Sale is live until:** ## Elite is 58% off regular pricing until August 24 All licenses include 1-year access to plugin updates and 1 year of premium help desk support. If you’re not happy with the plugin for any reason, reach out within 14 days of purchase and we’ll refund your money. AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f36588dd-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $599 $399 / mo billed annually at $4788 $2400 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / mo billed annually at $2988 $1200 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / mo billed annually at $1788 $600 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite normally $599 $399 / year\* $200 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / year\* $100 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / year\* $50 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \* You can change plans or cancel your subscription at any time. ## ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) 4.9/5 #### Average rating ## 1,400,000+ #### Downloads ## 195+ #### Integrations ## What are people saying about Uncanny Automator? Great things, of course. [![](https://secure.gravatar.com/avatar/0e85c0cc1577d15e360f99504f944410?s=200&d=retro&r=g)](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) [@crumpetchris](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has allowed me to completely automate my website… and save hundreds of hours of work. [![](https://secure.gravatar.com/avatar/c376545cd38567fb9c3c40b569e67062?s=200&d=retro&r=g)](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) [@chrisbadgett](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Rock solid plugin! We recently tested it out in a bunch of different use cases. Worked perfectly. [![](https://secure.gravatar.com/avatar/3ab0c08b9c6d771bf129417989bea3cc?s=200&d=retro&r=g)](https://wordpress.org/support/topic/changed-my-business/) [@wpcrafter](https://wordpress.org/support/topic/changed-my-business/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Automator has completely opened up what is possible with WordPress, Ecommerce, Online Courses, etc. [![](https://secure.gravatar.com/avatar/084242c99aea10d4e758b63678c013f9?s=200&d=retro&r=g)](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) [@petecs](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has helped us automate many of the functions on our e-learning website. The plugin is reliable and the team behind it is very helpful. Featured on ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpbeginner-logo.png "wpbeginner-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpexplorer-logo.png "wpexplorer-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpmayor-logo.png "wpmayor-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpcrafter-logo.png "wpcrafter-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wordpress-logo.png "wordpress-logo") ## FAQ **Who should use Uncanny Automator?** Automator can add value to any business using WordPress in minutes, by helping to automate the manual tasks involved in [blogging](https://automatorplugin.com/automate-blogging/), [marketing](https://automatorplugin.com/automate-marketing/), [eCommerce](https://automatorplugin.com/automate-ecommerce/), [eLearning](https://automatorplugin.com/automate-elearning/), [memberships](https://automatorplugin.com/automate-memberships/), [reporting](https://automatorplugin.com/automate-reporting/), [webinars](https://automatorplugin.com/automate-webinars-and-events/), [customer support,](https://automatorplugin.com/automate-support/) and virtually [anything else](https://automatorplugin.com/automate-anything/). **Is a refund available if I’m unhappy?** Absolutely. If you’re unsatisfied for any reason, let us know within 14 days of purchase and we will issue a full refund for the purchase. **How is this different than Zapier?** Zapier is a pay-per-use service that routes 100% of your data through their servers to facilitate automations. Uncanny Automator runs natively on your WordPress site as a plugin, so for plugin integrations, your data stays on your site. Uncanny Automator Pro also offers unlimited automations for one low annual cost; your cost never increases as you automate more of your business. **Why am I being charged sales tax?** As Uncanny Owl is a Canadian company, we must charge sales tax to Canadian purchasers. Non-Canadians will not be charged tax. Please note that all purchases are in USD. **When does the Elite Unlocked Sale end?** The Elite Unlocked Sale deal runs from Monday, August 18 at 08:00AM EST through Sunday, August 24 at 08:00 PM EST (UTC−05:00). **What integrations do you support?** All WordPress plugins and apps along with their triggers and actions are listed here: . Automator also fully supports incoming and outgoing webhooks, which opens up support for thousands of additional apps. We are always adding new integrations and are happy to consider new integration requests from customers. **How do I request support?** Start by checking our [Knowledge Base](https://automatorplugin.com/knowledge-base/) to see if your issue or question is covered. If you need additional assistance, send us a ticket from inside your account after purchase or use one of the contact forms on this site. **Can I add and remove sites using my license?** Yes you can. You can fully manage sites from inside your account on our website. --- ### [Elite Integrations Addon](https://automatorplugin.com/elite-integrations-addon/) **Published:** July 16, 2024 **Author:** Ken Young **Content:** # Elite integrations for elite organizations Some organizations require integration with some of the most complex business process platforms. These integrations typically require subsantial investment to build and maintain and as a result, most integrations/sync services offering these integrations charge substantial **monthly** fees. The **Elite Integrations Addon** for Uncanny Automator makes these integrations available to all businesses at a fraction of the cost. Site admins can now connect Salesforce to their WordPress site to provide even more intelligence to their Salesforce processes. Along with the [Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/), [Restrict Content](https://automatorplugin.com/restrict-content-addon/), [User Lists](https://automatorplugin.com/user-lists-addon/) and [Dynamic Content](https://automatorplugin.com/dynamic-content-addon/) addons, Uncanny Automator can transform a basic WordPress site into a tightly integrated, **fully automated business and marketing platform on WordPress**. ## Get started with the Uncanny Automator Elite Integrations Addons The most advanced integrations for WordPress, available with unlimited usage and a single yearly fee. The Elite Integrations addon is launching with Salesforce and QuickBooks Online; additional integrations are already in the pipeline. ### Send new contacts to Salesforce **Create new contacts and leads in Salesforce** when users register, fill out forms or make purchases on your WordPress site. ![](https://automatorplugin.com/wp-content/uploads/2024/07/salesforce-wordpress-actions-2x.png) ### Easily integrate your WordPress store with QuickBooks Online Easily push updates from your site to products, payments, invoices, expenses and customers **in QuickBooks Online**. Even push updates **from QuickBooks Online back to your site** via Uncanny Automator webhooks. ![](https://automatorplugin.com/wp-content/uploads/2025/08/connecting-uncanny-automator-to-quickbooks-business-modal-651x1024-1.png) ![](https://automatorplugin.com/wp-content/uploads/2023/01/mascot-cook-pose-512px-300x300.png "mascot-cook-pose-512px") ### Update leads in Salesforce **Update contacts and leads in Salesforce** based on their activity on your WordPress site including purchases, form submissions, course completions, group enrollments, event registrations, appointment bookings, page views and much more. ![](https://automatorplugin.com/wp-content/uploads/2024/07/salesforce-update-lead-wordpress-1.png) ### Map WooCommerce products to QuickBooks Online products By **mapping WooCommerce products to products in QuickBooks Online**, you can automatically generate unlimited, accurate invoices in QuickBooks Online when users place orders on your site. ![](https://automatorplugin.com/wp-content/uploads/2025/08/quickbooks-woo-products.png) ### More Elite Integrations coming soon! We have additional advanced integrations planned for the Elite Integrations addon. We can’t wait to show you what U-bot is cooking up! ## How do I get the Elite Integrations Addon? **The Elite Integrations Addon is included free** with every Uncanny Automator Elite license. An Elite license also includes all other addons, including the [Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/), [Restrict Content](https://automatorplugin.com/restrict-content-addon/), [User Lists](https://automatorplugin.com/user-lists-addon/) and [Dynamic Content](https://automatorplugin.com/dynamic-content-addon/) addons, as well as activation of all plugins on up to 50 sites. [Get started](https://automatorplugin.com/pricing/) ## FAQ and resources Have a question about the Uncanny Automator Elite Integrations Addon? We can help! [Is there a free version or demo?](#is-there-a-free-version-or-demo) While Uncanny Automator is a [free plugin](https://wordpress.org/plugins/uncanny-automator/) available on WordPress.org, there is no free version or demo of the Elite Integrations Addon. [Upgrade to an Elite license](/pricing/) for the Elite Integrations addon as well as all of the Uncanny Automator Pro features like delays, scheduling, conditions, user creation and more. All paid licenses also add hundreds of additional triggers, actions and tokens. [Do I need coding skills to integrate my WordPress site with Salesforce?](#do-i-need-coding-skills-to-integrate-my-wordpress-site-with-salesforce) With the Elite Integrations Addon, anyone can integrate their WordPress site with Salesforce—no coding skills needed! Use a simple GUI to build recipes (automations) that add and update contacts and leads or add them to campaigns. [Are there limits to the number of Salesforce actions I can run?](#are-there-limits-to-the-number-of-salesforce-actions-i-can-run) No! Once you’ve installed the Elite Integrations addon, you can run as many Salesforce actions as you want—there are no per-use fees! [Where can I find out more about the Elite Integrations Addon?](#where-can-i-find-out-more-about-the-elite-integrations-addon) Check out the [Knowledge Base articles](https://automatorplugin.com/article-categories/elite-integrations-addon/) for additional info on the Elite Integrations Addon. [What's your refund policy?](#whats-your-refund-policy) We offer a 14-day, no questions asked refund policy for all paid license purchases. There’s no risk to trying out Uncanny Automator! --- ### [Restrict Content Addon](https://automatorplugin.com/restrict-content-addon/) **Published:** November 17, 2023 **Author:** Ken Young **Content:** # Restrict access to your valuable content in WordPress If you’ve got a WordPress site, odds are you’re creating content that provides value to your visitors. By default, any content you create in WordPress is available to everyone who visits your site. Giving valuable content for free to all of your visitors is great, but what if you want to restrict some content to specific users? ## Managing Access to Content in WordPress Besides password-protecting a page, WordPress doesn’t offer a way to limit access to content. And if you simply want to control access to content by role, level or profile field, then a full-featured membership plugin or CRM solution could take weeks to implement and blow up your budget. ## Introducing the Uncanny Automator Restrict Content Addon. The Restrict Content Addon **makes it easy to restrict and manage access to your WordPress content**. ### Define access levels for your content **Create different access levels** for your WordPress content based on what works for your business, school or organization. ![](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-levels-wordpress.png) ![](https://automatorplugin.com/wp-content/uploads/2023/11/u-bot-restrict-content-300x267.png "u-bot-restrict-content") ### Seamless integration with Uncanny Automator Use access levels in your Automator recipes with **new triggers, actions, tokens and conditions**. Add or remove users from levels when they complete a trigger like making a purchase, submitting a form, or simply clicking a button. Or automatically run actions when users join or leave a level like enrolling them in a course, sending a record to a Google Sheet or even posting an announcement to a Facebook Group. ![](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-actions.png) ### Manage access to pages, posts, products, courses and more **Manage access to your content** on a post-by-post basis using flexible page access controls. Require users to be logged in, be in a certain access level or role, or even have specific custom user data. ![](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-page-access-wordpress.png) ### Manage access by block or shortcode Easily restrict access to specific content on a page using the included block options and shortcodes. Restrict the visibility of **any** block – access options are added to all blocks! ![](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-block-access-wordpress.png) ### Seamless integration with WordPress **View and edit access levels easily** from WordPress’ default edit user page. ![](https://automatorplugin.com/wp-content/uploads/2023/11/access-levels-edit-user-2.png) ## How do I get the Restrict Content Addon? **The Restrict Content Addon is included free** with every Uncanny Automator Plus or Elite license. [Get started](https://automatorplugin.com/pricing/) ## FAQ and resources Have a question about the Uncanny Automator Restrict Content Addon? We can help! [Is there a free version or demo?](#is-there-a-free-version-or-demo) While Uncanny Automator is a [free plugin](https://wordpress.org/plugins/uncanny-automator/) available on WordPress.org, there is no free version or demo of the Restrict Content Addon. [Upgrade to a Plus or Elite license](/pricing/) for the Restrict Content Addon as well as all Pro features like delays, scheduling, conditions, user creation and more. All paid licenses also add hundreds of additional triggers, actions and tokens. [Who should use the Restrict Content Addon?](#who-should-use-the-restrict-content-addon) Anyone looking to restrict access to their content by logged-in status, access level, user role or custom user data could benefit from the Restrict Content Addon. Combine with an eCommerce or subscription payment plugin to build a full membership solution. [Do I need coding skills to restrict access to my content?](#do-i-need-coding-skills-to-restrict-access-to-my-content) With the Restrict Access Addon, anyone can manage access to their WordPress content—no coding skills needed! Set up access restrictions at the post level with simple, easy-to-understand settings, or get even more granular and use universal block options or included shortcodes. [What criteria can I use to restrict access to content?](#what-criteria-can-i-use-to-restrict-access-to-content) You can restrict access to content by logged-in status, WordPress role, [custom user data](https://automatorplugin.com/custom-user-fields-addon/) or *access level* (like membership levels). You can easily create access levels and assign users to them from the edit user screen or with recipes (using purchases, form submissions, magic buttons or any other available trigger). [Can I use the Restrict Content addon to build a membership site?](#can-i-use-the-restrict-content-addon-to-build-a-membership-site) Definitely. Combine Uncanny Automator with the Restrict Content addon and your preferred eCommerce plugin like WooCommerce, Easy Digital Downloads, WP Simple Pay, etc. and use recipes to manage how users move between access levels. It could be by making purchases or maintaining a subscription, or even things as simple as filling out forms, completing courses or simply clicking a [magic button](https://automatorplugin.com/knowledge-base/magic-button/). [Where can I find out more about the Restrict Content Addon?](#where-can-i-find-out-more-about-the-restrict-content-addon) Check out the [KB articles](https://automatorplugin.com/article-categories/restrict-content-addon/) for additional info on the Restrict Content Addon. [What's your refund policy?](#whats-your-refund-policy) We offer a 14-day, no questions asked refund policy for all paid license purchases. There’s no risk to trying out Uncanny Automator! --- ### [Custom User Fields Addon](https://automatorplugin.com/custom-user-fields-addon/) **Published:** September 20, 2023 **Author:** Ken Young **Content:** # Harness the power of user meta data in WordPress Everyone is different, and that’s as true in WordPress as it is in real life. People have job titles, schools, cities, and other details that makes them unique. Capturing that data in WordPress makes it easier to personalize experiences, create better reports and build efficient workflows. WordPress’ flexible architecture makes it possible to store almost any user data in ***user meta***, which is simply a fancy name for custom data associated with each user. This is where WordPress plugins like [WooCommerce](https://automatorplugin.com/integration/woocommerce/) and [LearnDash](https://automatorplugin.com/integration/learndash/) store billing information, course enrollment records, and any other user data they need. ## Managing User Meta Data in WordPress While WordPress’ user meta data is very flexible and powerful, it isn’t easy for site administrators to manage this data or store additional data they may want to collect. Doing so typically requires custom development, working with cryptic “meta keys” and expensive plugins that add support for custom profile fields. ## Enter the Uncanny Automator Custom User Fields Addon. The Custom User Fields Addon **makes it easy to manage custom data** for your WordPress users. ### Define any custom user data you want **Create new fields** for whatever user information is important for your business, school or organization. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-small.png) ![mascot-custom-user-fields-right (1)](https://automatorplugin.com/wp-content/uploads/2023/09/mascot-custom-user-fields-right-1.png "mascot-custom-user-fields-right (1)") ### Seamless integration with other plugins Support for **custom user meta keys** lets you add new fields that link to user meta records created by other WordPress plugins. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-meta-key.png) ### Display custom user data on your site **Output custom field data on the front end** of your site anywhere you want to using the included shortcodes **to build a personalized experience** for your users. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-meta-front-end.png) ### Seamless integration with Uncanny Automator Use **included triggers and actions** to run automations based on custom user data. Leverage data from custom user fields in your Automator recipes with **new tokens and conditions**. ![](https://automatorplugin.com/wp-content/uploads/2023/09/Custom-User-Field-Tokens-1.png) ### Seamless integration with WordPress **View and edit custom user profile fields easily** in all of the places you would expect, like WordPress’ default edit user page. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-on-edit-user-page.png) ## How do I get the Custom User Fields Addon? **The Custom User Fields Addon is included free** with every Uncanny Automator Plus or Elite annual license. [Get started](https://automatorplugin.com/pricing/) ## FAQ and resources Have a question about the Uncanny Automator Custom User Fields Addon? We can help! [Is there a free version or demo?](#is-there-a-free-version-or-demo) While Uncanny Automator is a [free plugin](https://wordpress.org/plugins/uncanny-automator/) available on WordPress.org, there is no free version or demo of the Custom User Fields Addon. [Upgrade to a Plus or Elite license](/pricing/) for the Custom User Fields Addon as well as all Pro features like delays, scheduling, conditions, user creation and more. All paid licenses also add hundreds of additional triggers, actions and tokens. [Who should use the Custom User Fields Addon?](#who-should-use-the-custom-user-fields-addon) Anyone looking to build a personalized experience for their users could benefit from the ability to store, manage and display custom user info with the Custom User Fields Addon. The addon also makes it easy to build workflows that automatically adapt to each user’s unique profile or preferences. [Do I need coding skills to create custom user fields?](#do-i-need-coding-skills-to-create-custom-user-fields) With the Custom User Fields Addon, anyone can add custom user fields in seconds—no coding skills needed! Use a simple GUI to add, remove or edit custom user fields. Added fields are automatically made available in the most useful locations and screens. [Are there limits to the number of custom user fields?](#are-there-limits-to-the-number-of-custom-user-fields) No! Once you’ve installed the custom user fields addon, you can create as many custom user fields as you need. [Where can I find out more about the Custom User Fields Addon?](#where-can-i-find-out-more-about-the-custom-user-fields-addon) Check out the [KB articles](https://automatorplugin.com/article-categories/custom-user-fields-addon/) for additional info on the Custom User Fields Addon. [What's your refund policy?](#whats-your-refund-policy) We offer a 14-day, no questions asked refund policy for all paid license purchases. There’s no risk to trying out Uncanny Automator! --- ### [Dynamic Content Addon](https://automatorplugin.com/dynamic-content-addon/) **Published:** April 11, 2025 **Author:** Dani **Content:** # Create content that responds to your users and your business Static content is a thing of the past. Today’s users expect **personalized experiences** that adapt to their behaviors and preferences. With the Dynamic Content Addon for Uncanny Automator, you can: - Create **personalized content** blocks that display different information to different users. - **Update content automatically** on [any supported trigger](https://automatorplugin.com/all-triggers-and-actions/). - Build **real-time content areas** that refresh without page reloads. - Implement **AI-powered systems** for support or knowledge bases. - **Track and display user activity histories** including purchases, course completions, achievements and more. ## Turn static pages into dynamic, personalized experiences The Dynamic Content Addon empowers you to create content areas that **update automatically** based on user activity, AI responses, RSS feeds, webhooks – the choice is yours. Display **personalized content** to individual users by adding dynamic content areas anywhere on your site with the included blocks / shortcodes. Define update triggers from any of Automator’s hundreds of integration points like course or quiz completions, purchases, forum participation and more. Then sit back as your recipes **update content automatically**. ## Build responsive apps with the Uncanny Automator Dynamic Content Addon The Dynamic Content Addon **makes it easy to create apps** like**:** ### AI-Powered Response Systems Build **intelligent response** systems that leverage AI to answer user queries directly on your site. Perfect for support pages, knowledge bases, and customer service areas. ![](https://automatorplugin.com/wp-content/uploads/2025/04/AI-Powered-Response-Systems.png) ![Cute robot giving thumbs up next to a user profile icon and a progress list with green and blue bars on the right.](https://automatorplugin.com/wp-content/uploads/2025/04/mascot-dynamic-content-02-med.png "mascot-dynamic-content-02-med") ### Personalized User Experiences **Display custom** welcome messages, tailored recommendations, or personalized offers to specific users based on their profile, behavior, or purchase history. ![](https://automatorplugin.com/wp-content/uploads/2025/04/Personalized-User-Experiences.png) ### Dynamic Event Notifications Create notification areas that **update automatically** when important events occur—new blog posts, product launches, registrations, or any other trigger supported by Automator. ![](https://automatorplugin.com/wp-content/uploads/2025/04/Dynamic-Event-Notifications-v3.png) ### Real-Time Content Tickers Implement “ticker” style containers that continuously **update with the latest information** without requiring users to refresh the page. ![](https://automatorplugin.com/wp-content/uploads/2025/04/Real-Time-Content-Tickers-v2.png) ### User Achievement Tracking Show users **their journey** with your site through **automatically updated event logs**: “On April 11, 2025 you purchased the Sales course”, “On April 11, 2025 you completed lesson 5″, and more. ![](https://automatorplugin.com/wp-content/uploads/2025/04/User-Achievement-Tracking-v2.png) ## Works with everything Automator supports The Dynamic Content Addon **inherits** all of Automator’s integration capabilities Create dynamic content that responds to triggers from: - Popular LMS platforms like LearnDash, LifterLMS, and TutorLMS. - E-commerce tools including WooCommerce, Easy Digital Downloads, and MemberPress. - Form builders such as Gravity Forms, WPForms, and Formidable Forms. - Membership plugins like MemberPress, Paid Memberships Pro, and Restrict Content Pro. - Marketing tools including Mailchimp, ActiveCampaign, and Kit. - Plus hundreds more integrations across WordPress and beyond. ![](https://automatorplugin.com/wp-content/uploads/2025/02/premium-support-ubot.png "premium support ubot") ## How do I get the Dynamic Content Addon? **The Dynamic Content Addon is included free** with every Uncanny Automator Elite annual license. [Get started](https://automatorplugin.com/pricing/) ## FAQ and resources Have a question about the Uncanny Automator Dynamic Content Addon? We can help! [Is there a free version or demo?](#is-there-a-free-version-or-demo) While Uncanny Automator is a [free plugin](https://wordpress.org/plugins/uncanny-automator/) available on WordPress.org, there is no free version or demo of the Dynamic Content Addon. [Upgrade to an Elite license](/pricing/) for all Uncanny Automator Addons, as well as all Pro features like delays, scheduling, conditions, user creation and more. All paid licenses also add hundreds of additional triggers, actions and tokens. [How many dynamic content areas can I create?](#how-many-dynamic-content-areas-can-i-create) There is no limit to the number of dynamic content areas you can create and manage. [Can I use this for non-logged-in users?](#can-i-use-this-for-non-logged-in-users) Yes! You can define dynamic content that’s displayed to non-logged in users. However, it’s not possible to personalize the content displayed to non-logged in users. [Do I need coding skills to create dynamic content areas?](#do-i-need-coding-skills-to-create-dynamic-content-areas) With the Dynamic content Addon, anyone can add dynamic content areas in seconds—no coding skills needed! Use a simple GUI to add, remove or edit dynamic content areas. Then add content areas to pages and posts using the included block or shortcode. [Is the content update instant?](#is-the-content-update-instant) Yes, when a trigger occurs, the associated dynamic content areas update in real-time without requiring a page refresh. [Where can I find out more about the Dynamic Content Addon?](#where-can-i-find-out-more-about-the-dynamic-content-addon) Check out the [KB articles](https://automatorplugin.com/article-categories/dynamic-content-addon/) for additional info on the Dynamic Content Addon. [What's your refund policy?](#whats-your-refund-policy) We offer a 14-day, no questions asked refund policy for all paid license purchases. There’s no risk to trying out Uncanny Automator! --- ### [June 2025 Sale — 12th Birthday](https://automatorplugin.com/12-birthday-sale/) **Published:** June 9, 2025 **Author:** Dani **Content:** ![Celebration banner with a cheerful robot mascot wearing a party hat, birthday text, and 'Up to 50% off Automator Pro' offer text.](https://automatorplugin.com/wp-content/uploads/2025/06/Automator-Sale-12th-birthday-sales-page.png) **12th Birthday Sale pricing ends in:** ## Get up to 50% off an Automator Pro license All licenses include 1-year access to plugin updates and 1 year of premium help desk support. If you’re not happy with the plugin for any reason, reach out within 14 days of purchase and we’ll refund your money. AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f36a5f15-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $599 $399 / mo billed annually at $4788 $2400 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / mo billed annually at $2988 $1200 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / mo billed annually at $1788 $600 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite normally $599 $399 / year\* $200 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / year\* $100 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / year\* $50 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \* You can change plans or cancel your subscription at any time. ## ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) 4.9/5 #### Average rating ## 1,400,000+ #### Downloads ## 195+ #### Integrations ## What are people saying about Uncanny Automator? Great things, of course. [![](https://secure.gravatar.com/avatar/0e85c0cc1577d15e360f99504f944410?s=200&d=retro&r=g)](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) [@crumpetchris](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has allowed me to completely automate my website… and save hundreds of hours of work. [![](https://secure.gravatar.com/avatar/c376545cd38567fb9c3c40b569e67062?s=200&d=retro&r=g)](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) [@chrisbadgett](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Rock solid plugin! We recently tested it out in a bunch of different use cases. Worked perfectly. [![](https://secure.gravatar.com/avatar/3ab0c08b9c6d771bf129417989bea3cc?s=200&d=retro&r=g)](https://wordpress.org/support/topic/changed-my-business/) [@wpcrafter](https://wordpress.org/support/topic/changed-my-business/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Automator has completely opened up what is possible with WordPress, Ecommerce, Online Courses, etc. [![](https://secure.gravatar.com/avatar/084242c99aea10d4e758b63678c013f9?s=200&d=retro&r=g)](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) [@petecs](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has helped us automate many of the functions on our e-learning website. The plugin is reliable and the team behind it is very helpful. Featured on ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpbeginner-logo.png "wpbeginner-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpexplorer-logo.png "wpexplorer-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpmayor-logo.png "wpmayor-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpcrafter-logo.png "wpcrafter-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wordpress-logo.png "wordpress-logo") ## FAQ **Who should use Uncanny Automator?** Automator can add value to any business using WordPress in minutes, by helping to automate the manual tasks involved in [blogging](https://automatorplugin.com/automate-blogging/), [marketing](https://automatorplugin.com/automate-marketing/), [eCommerce](https://automatorplugin.com/automate-ecommerce/), [eLearning](https://automatorplugin.com/automate-elearning/), [memberships](https://automatorplugin.com/automate-memberships/), [reporting](https://automatorplugin.com/automate-reporting/), [webinars](https://automatorplugin.com/automate-webinars-and-events/), [customer support,](https://automatorplugin.com/automate-support/) and virtually [anything else](https://automatorplugin.com/automate-anything/). **Is a refund available if I’m unhappy?** Absolutely. If you’re unsatisfied for any reason, let us know within 14 days of purchase and we will issue a full refund for the purchase. **How is this different than Zapier?** Zapier is a pay-per-use service that routes 100% of your data through their servers to facilitate automations. Uncanny Automator runs natively on your WordPress site as a plugin, so for plugin integrations, your data stays on your site. Uncanny Automator Pro also offers unlimited automations for one low annual cost; your cost never increases as you automate more of your business. **Why am I being charged sales tax?** As Uncanny Owl is a Canadian company, we must charge sales tax to Canadian purchasers. Non-Canadians will not be charged tax. Please note that all purchases are in USD. **When does the 12th Birthday Sale end?** The 12th Birthday deal runs from Monday, June 9 at 09:00 AM Eastern Time (ET) through Friday, June 13 at 09:00 PM Eastern Time (ET). **What integrations do you support?** All WordPress plugins and apps along with their triggers and actions are listed here: . Automator also fully supports incoming and outgoing webhooks, which opens up support for thousands of additional apps. We are always adding new integrations and are happy to consider new integration requests from customers. **How do I request support?** Start by checking our [Knowledge Base](https://automatorplugin.com/knowledge-base/) to see if your issue or question is covered. If you need additional assistance, send us a ticket from inside your account after purchase or use one of the contact forms on this site. **Can I add and remove sites using my license?** Yes you can. You can fully manage sites from inside your account on our website. --- ### [eLearning](https://automatorplugin.com/better-elearning-courses-wordpress/) **Published:** September 3, 2018 **Author:** Ryan Moore **Content:** # Build Better Courses with WordPress With the **Uncanny Automator** plugin for WordPress, better course sales and learner engagement are easy with simple workflow “recipes”. **When something happens, something else happens**. A student fails a quiz, they get sent some study tips by email. A user completes a course, they’re enrolled in the next course and get new product recommendations. Recipes like those **take 2 minutes to set up** with no coding required. Personal learning paths and automated marketing? It’s easy with Automator! ![](https://automatorplugin.com/wp-content/uploads/2018/09/uncanny-automator-recipe-wizard.gif "uncanny-automator-recipe-wizard") ## Get Better Completion Rates Frustrated with learners not finishing their training? Send automatic emails at key points in the training to reengage learners. Better yet, modify your courses so **learners get the support they need**. With Uncanny Automator, you can enroll struggling students in remedial programs or let advanced users skip lessons based on their performance. **Every student learns differently**, and by personalizing learning paths your learners will perform better and enjoy learning more. ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-machine-pose.svg "mascot-machine-pose") ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-cook-pose.svg "mascot-cook-pose") ## Sell More Courses More than anything else, Uncanny Automator makes it easier to **personalize user experiences** and **save you time**. Automate facilitation (like congratulating users or intervening when students struggle) so you can focus on what matters—**growing your audience and building more courses**. And with simple recipes, you can automatically suggest new courses as users finish current courses, suggest coaching sessions to struggling students, or anything else you can think of. There are **billions** of recipe combinations. ## Get Learners Excited Learners perform best when they’re excited about learning and in control of their learning path. With Uncanny Automator, you have the **most powerful personal learning path system** available anywhere. It connects to ecommerce, CRMs, events, and over 1,000 external apps with Zapier. By setting up recipes **based on learner behaviours**, you can make learners feel like they’re in control and that an instructor is right there with them every step of the way. ![](https://automatorplugin.com/wp-content/uploads/2022/08/mascot-present-pose.svg "mascot-present-pose") Uncanny Automator turns WordPress into the most powerful Learning Management System available—bar none. How? Because it’s about far more than just learning; it can connect almost anything. Use event management on your site? Connect attendance records to unlocking online course access. Profile prospective students with Infusionsoft? Send and remove tags based on a student’s performance in a course or purchases. Maybe you’re a bigger organization and need learning activity sent back to an HR system. With our Zapier and webhooks support, it’s no problem. Ryan Moore Co-founder of Uncanny Owl, Creators of Uncanny Automator MA in Learning & Technology, PMP ## Uncanny Automator Supports The Most Popular LMS Plugins If you use WordPress and a Learning Management System plugin, chances are that we support the plugins you already use. Click any of the plugins below to learn more about the triggers and actions available for your recipes. [ ![BadgeOS](https://automatorplugin.com/wp-content/uploads/2020/06/integration-badgeos-icon.svg)## BadgeOS ](https://automatorplugin.com/integration/badgeos/)[ ![GoTo Training](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg)## GoTo Training ](https://automatorplugin.com/integration/gototraining/)[ ![GoTo Webinar](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg)## GoTo Webinar ](https://automatorplugin.com/integration/gotowebinar/)[ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg)## LearnDash ](https://automatorplugin.com/integration/learndash/)[ ![LearnPress](https://automatorplugin.com/wp-content/uploads/2025/11/learnpress-icon-2.svg)## LearnPress ](https://automatorplugin.com/integration/learnpress/)[ ![LifterLMS](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg)## LifterLMS ](https://automatorplugin.com/integration/lifterlms/)[ ![Tin Canny Reporting](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg)## Tin Canny Reporting ](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/)[ ![WP Courseware](https://automatorplugin.com/wp-content/uploads/2018/09/wp-courseware-icon.svg)## WP Courseware ](https://automatorplugin.com/integration/wp-courseware/)[ ![WP LMS](https://automatorplugin.com/wp-content/uploads/2018/09/wplms.svg)## WP LMS ](https://automatorplugin.com/integration/wp-lms/)[ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg)## Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/) ## Try Uncanny Automator Pro **Risk Free for 14 days** We’re so confident that you’ll find Automator an indispensable part of your WordPress LMS that we’ll refund your money, **no questions asked**, within the first 14 days of purchase. **You have nothing to lose.** [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg)#### ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) [ ![AcyMailing](https://automatorplugin.com/wp-content/uploads/2023/08/acymailing-icon.svg)#### AcyMailing ](https://automatorplugin.com/integration/acymailing/) [ ![Advanced Ads](https://automatorplugin.com/wp-content/uploads/2022/08/advanced-a-icon.svg)#### Advanced Ads ](https://automatorplugin.com/integration/advanced-ads/) [ ![Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/05/advancedcoupons-icon.svg)#### Advanced Coupons ](https://automatorplugin.com/integration/advanced-coupons/) [ ![Advanced Custom Fields](https://automatorplugin.com/wp-content/uploads/2021/10/advanced-custom-fields-icon.svg)#### Advanced Custom Fields ](https://automatorplugin.com/integration/advanced-custom-fields/) [ ![AffiliateWP](https://automatorplugin.com/wp-content/uploads/2021/01/affiliatewp-icon.svg)#### AffiliateWP ](https://automatorplugin.com/integration/affiliatewp/) [ ![Airtable](https://automatorplugin.com/wp-content/uploads/2022/07/airtable-icon.svg)#### Airtable ](https://automatorplugin.com/integration/airtable/) [ ![All in One SEO](https://automatorplugin.com/wp-content/uploads/2026/02/aioseo-icon.svg)#### All in One SEO ](https://automatorplugin.com/integration/all-in-one-seo/) [ ![All-in-One WP Migration](https://automatorplugin.com/wp-content/uploads/2026/08/all-in-one-wp-migration-icon.svg)#### All-in-One WP Migration ](https://automatorplugin.com/integration/all-in-one-wp-migration/) [ ![Amelia](https://automatorplugin.com/wp-content/uploads/2022/02/amelia-icon.svg)#### Amelia ](https://automatorplugin.com/integration/amelia/) [ ![Anthropic](https://automatorplugin.com/wp-content/uploads/2025/05/claude-icon.svg)#### Anthropic ](https://automatorplugin.com/integration/anthropic/) [ ![ARMember](https://automatorplugin.com/wp-content/uploads/2023/07/armember-icon-v2.svg)#### ARMember ](https://automatorplugin.com/integration/armember/) [ ![Asana](https://automatorplugin.com/wp-content/uploads/2024/12/asana-icon.svg)#### Asana ](https://automatorplugin.com/integration/asana/) [ ![Automator Core](https://automatorplugin.com/wp-content/uploads/2022/08/automator-core-icon.svg)#### Automator Core ](https://automatorplugin.com/integration/automator-core/) [ ![Automator for PayPal](https://automatorplugin.com/wp-content/uploads/2025/09/automator-for-paypal-icon.svg)#### Automator for PayPal ](https://automatorplugin.com/integration/automator-for-paypal/) [ ![AWeber](https://automatorplugin.com/wp-content/uploads/2024/03/aweber-icon.svg)#### AWeber ](https://automatorplugin.com/integration/aweber/) [ ![BadgeOS](https://automatorplugin.com/wp-content/uploads/2020/06/integration-badgeos-icon.svg)#### BadgeOS ](https://automatorplugin.com/integration/badgeos/) [ ![bbPress](https://automatorplugin.com/wp-content/uploads/2018/03/bbpress-icon.svg)#### bbPress ](https://automatorplugin.com/integration/bbpress/) [ ![Beaver Builder](https://automatorplugin.com/wp-content/uploads/2026/06/beaver-builder-icon.svg)#### Beaver Builder ](https://automatorplugin.com/integration/beaver-builder/) [ ![Bitly](https://automatorplugin.com/wp-content/uploads/2023/05/bitly-icon.svg)#### Bitly ](https://automatorplugin.com/integration/bitly/) [ ![Bluesky](https://automatorplugin.com/wp-content/uploads/2025/02/bluesky-icon.svg)#### Bluesky ](https://automatorplugin.com/integration/bluesky/) [ ![Brevo](https://automatorplugin.com/wp-content/uploads/2023/06/brevo-icon.svg)#### Brevo ](https://automatorplugin.com/integration/brevo/) [ ![Bricks Builder](https://automatorplugin.com/wp-content/uploads/2024/12/bricks-builder-icon.svg)#### Bricks Builder ](https://automatorplugin.com/integration/bricks-builder/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg)#### BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) [ ![BuddyPress](https://automatorplugin.com/wp-content/uploads/2018/03/buddypress-icon.svg)#### BuddyPress ](https://automatorplugin.com/integration/buddypress/) [ ![Caldera Forms](https://automatorplugin.com/wp-content/uploads/2019/01/caldera-forms-icon.svg)#### Caldera Forms ](https://automatorplugin.com/integration/caldera-forms/) [ ![Campaign Monitor](https://automatorplugin.com/wp-content/uploads/2024/04/campaign-monitor-icon.svg)#### Campaign Monitor ](https://automatorplugin.com/integration/campaign-monitor/) [ ![CartFlows](https://automatorplugin.com/wp-content/uploads/2026/06/cart-flows-icon.svg)#### CartFlows ](https://automatorplugin.com/integration/cartflows/) [ ![Charitable](https://automatorplugin.com/wp-content/uploads/2023/04/charitable-icon.svg)#### Charitable ](https://automatorplugin.com/integration/charitable/) [ ![ClickUp](https://automatorplugin.com/wp-content/uploads/2022/12/clickup-icon.svg)#### ClickUp ](https://automatorplugin.com/integration/clickup/) [ ![Cloudflare](https://automatorplugin.com/wp-content/uploads/2026/02/cloudflare-icon.svg)#### Cloudflare ](https://automatorplugin.com/integration/cloudflare/) [ ![Cloudways](https://automatorplugin.com/wp-content/uploads/2026/09/cloudways-icon.svg)#### Cloudways ](https://automatorplugin.com/integration/cloudways/) [ ![Code Snippets](https://automatorplugin.com/wp-content/uploads/2024/04/code-snippets-icon.svg)#### Code Snippets ](https://automatorplugin.com/integration/code-snippets/) [ ![Cohere](https://automatorplugin.com/wp-content/uploads/2025/05/cohere-icon.svg)#### Cohere ](https://automatorplugin.com/integration/cohere/) [ ![Constant Contact](https://automatorplugin.com/wp-content/uploads/2023/09/constant-contact-icon.svg)#### Constant Contact ](https://automatorplugin.com/integration/constant-contact/) [ ![Contact Form 7](https://automatorplugin.com/wp-content/uploads/2018/06/contact-form-7.svg)#### Contact Form 7 ](https://automatorplugin.com/integration/contact-form-7/) [ ![CSV](https://automatorplugin.com/wp-content/uploads/2024/10/csv-icon.svg)#### CSV ](https://automatorplugin.com/integration/csv/) [ ![Custom Action](https://automatorplugin.com/wp-content/uploads/2024/10/custom-action-icon-1.svg)#### Custom Action ](https://automatorplugin.com/integration/custom-action/) [ ![Custom User Fields](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-fields-icon-1.svg)#### Custom User Fields ](https://automatorplugin.com/integration/custom-user-fields-addon/) [ ![Database Query](https://automatorplugin.com/wp-content/uploads/2024/05/database-query-icon.svg)#### Database Query ](https://automatorplugin.com/integration/database-query/) [ ![Date and Time](https://automatorplugin.com/wp-content/uploads/2024/03/date-time-icon-1.svg)#### Date and Time ](https://automatorplugin.com/integration/date-and-time/) [ ![Discord](https://automatorplugin.com/wp-content/uploads/2024/10/discord-icon.svg)#### Discord ](https://automatorplugin.com/integration/discord/) [ ![Divi](https://automatorplugin.com/wp-content/uploads/2021/09/divi-icon.svg)#### Divi ](https://automatorplugin.com/integration/divi/) [ ![Drip](https://automatorplugin.com/wp-content/uploads/2023/01/drip-icon.svg)#### Drip ](https://automatorplugin.com/integration/drip/) [ ![Duplicator](https://automatorplugin.com/wp-content/uploads/2025/01/duplicator-icon.svg)#### Duplicator ](https://automatorplugin.com/integration/duplicator/) [ ![Dynamic Content](https://automatorplugin.com/wp-content/uploads/2025/04/dynamic-content-icon.svg)#### Dynamic Content ](https://automatorplugin.com/integration/dynamic-content/) [ ![Easy Affiliate](https://automatorplugin.com/wp-content/uploads/2022/07/easy-affiliate-icon.svg)#### Easy Affiliate ](https://automatorplugin.com/integration/easy-affiliate/) [ ![Easy Digital Downloads](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg)#### Easy Digital Downloads ](https://automatorplugin.com/integration/easy-digital-downloads/) [ ![Easy WP SMTP](https://automatorplugin.com/wp-content/uploads/2026/02/easy-wp-smtp-icon.svg)#### Easy WP SMTP ](https://automatorplugin.com/integration/easy-wp-smtp/) [ ![EDD - Recurring Payments](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg)#### EDD - Recurring Payments ](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/) [ ![EDD - Software Licensing](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg)#### EDD - Software Licensing ](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) [ ![Elementor Pro](https://automatorplugin.com/wp-content/uploads/2020/09/elementor-icon.svg)#### Elementor Pro ](https://automatorplugin.com/integration/elementor/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg)#### Emails ](https://automatorplugin.com/integration/emails/) [ ![Eventin](https://automatorplugin.com/wp-content/uploads/2026/08/eventin-icon.svg)#### Eventin ](https://automatorplugin.com/integration/eventin/) [ ![Events Manager](https://automatorplugin.com/wp-content/uploads/2020/09/events-manager-icon.svg)#### Events Manager ](https://automatorplugin.com/integration/events-manager/) [ ![Everest Forms](https://automatorplugin.com/wp-content/uploads/2024/09/everest-forms-icon.svg)#### Everest Forms ](https://automatorplugin.com/integration/everest-forms/) [ ![ExactMetrics](https://automatorplugin.com/wp-content/uploads/2024/07/exactmetrics-icon.svg)#### ExactMetrics ](https://automatorplugin.com/integration/exactmetrics/) [ ![Facebook Groups (Deprecated)](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg)#### Facebook Groups (Deprecated) ](https://automatorplugin.com/integration/facebook-groups/) [ ![Facebook Lead Ads](https://automatorplugin.com/wp-content/uploads/2025/04/facebook-lead-ads-icon.svg)#### Facebook Lead Ads ](https://automatorplugin.com/integration/facebook-lead-ads/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg)#### Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![Fluent Forms](https://automatorplugin.com/wp-content/uploads/2020/06/wp-fluent-forms-icon.svg)#### Fluent Forms ](https://automatorplugin.com/integration/wp-fluent-forms/) [ ![Fluent Support](https://automatorplugin.com/wp-content/uploads/2022/05/fluent-support-icon.svg)#### Fluent Support ](https://automatorplugin.com/integration/fluent-support/) [ ![FluentBoards](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-boards-icon.svg)#### FluentBoards ](https://automatorplugin.com/integration/fluentboards/) [ ![FluentBooking](https://automatorplugin.com/wp-content/uploads/2024/06/fluentbooking-icon.svg)#### FluentBooking ](https://automatorplugin.com/integration/fluentbooking/) [ ![FluentCart](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-cart-icon.svg)#### FluentCart ](https://automatorplugin.com/integration/fluentcart/) [ ![FluentCommunity](https://automatorplugin.com/wp-content/uploads/2025/05/fluentcommunity-icon.svg)#### FluentCommunity ](https://automatorplugin.com/integration/fluentcommunity/) [ ![FluentCRM](https://automatorplugin.com/wp-content/uploads/2020/10/fluent-crm-icon.svg)#### FluentCRM ](https://automatorplugin.com/integration/fluentcrm/) [ ![Formatter](https://automatorplugin.com/wp-content/uploads/2023/05/formatter-icon.svg)#### Formatter ](https://automatorplugin.com/integration/formatter/) [ ![Formidable Forms](https://automatorplugin.com/wp-content/uploads/2018/11/formidable-forms-icon.svg)#### Formidable Forms ](https://automatorplugin.com/integration/formidable-forms/) [ ![Forminator](https://automatorplugin.com/wp-content/uploads/2020/05/forminator-icon.svg)#### Forminator ](https://automatorplugin.com/integration/forminator/) [ ![FunnelKit Automations](https://automatorplugin.com/wp-content/uploads/2022/05/autonami-icon.svg)#### FunnelKit Automations ](https://automatorplugin.com/integration/autonami/) [ ![GamiPress](https://automatorplugin.com/wp-content/uploads/2018/11/gamipress-icon.svg)#### GamiPress ](https://automatorplugin.com/integration/gamipress/) [ ![Generator](https://automatorplugin.com/wp-content/uploads/2024/03/generator-icon.svg)#### Generator ](https://automatorplugin.com/integration/generator/) [ ![GetResponse](https://automatorplugin.com/wp-content/uploads/2024/03/getresponse-icon.svg)#### GetResponse ](https://automatorplugin.com/integration/getresponse/) [ ![GitHub](https://automatorplugin.com/wp-content/uploads/2024/01/github-icon.svg)#### GitHub ](https://automatorplugin.com/integration/github/) [ ![GiveWP](https://automatorplugin.com/wp-content/uploads/2020/08/givewp.svg)#### GiveWP ](https://automatorplugin.com/integration/givewp/) [ ![Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-icon.svg)#### Google Calendar ](https://automatorplugin.com/integration/google-calendar/) [ ![Google Contacts](https://automatorplugin.com/wp-content/uploads/2023/08/google-contacts-icon.svg)#### Google Contacts ](https://automatorplugin.com/integration/google-contacts/) [ ![Google Gemini](https://automatorplugin.com/wp-content/uploads/2025/06/google-gemini-icon.svg)#### Google Gemini ](https://automatorplugin.com/integration/gemini/) [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg)#### Google Sheets ](https://automatorplugin.com/integration/google-sheets/) [ ![Google Sheets Web App](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg)#### Google Sheets Web App ](https://automatorplugin.com/integration/sheets-web-app/) [ ![GoTo Meeting](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg)#### GoTo Meeting ](https://automatorplugin.com/integration/gotomeeting/) [ ![GoTo Training](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg)#### GoTo Training ](https://automatorplugin.com/integration/gototraining/) [ ![GoTo Webinar](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg)#### GoTo Webinar ](https://automatorplugin.com/integration/gotowebinar/) [ ![Gravity Forms](https://automatorplugin.com/wp-content/uploads/2018/03/gravity-forms-icon.svg)#### Gravity Forms ](https://automatorplugin.com/integration/gravity-forms/) [ ![GravityKit](https://automatorplugin.com/wp-content/uploads/2022/05/gravitykit-icon.svg)#### GravityKit ](https://automatorplugin.com/integration/gravitykit/) [ ![Groundhogg](https://automatorplugin.com/wp-content/uploads/2020/07/groundhogg-icon-1.svg)#### Groundhogg ](https://automatorplugin.com/integration/groundhogg/) [ ![H5P](https://automatorplugin.com/wp-content/uploads/2018/08/h5p.svg)#### H5P ](https://automatorplugin.com/integration/h5p/) [ ![HappyForms](https://automatorplugin.com/wp-content/uploads/2020/09/happyforms-icon.svg)#### HappyForms ](https://automatorplugin.com/integration/happyforms/) [ ![Help Scout](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg)#### Help Scout ](https://automatorplugin.com/integration/help-scout/) [ ![Heroic Knowledge Base](https://automatorplugin.com/wp-content/uploads/2023/12/heroic-knowledge-base-icon.svg)#### Heroic Knowledge Base ](https://automatorplugin.com/integration/heroic-knowledge-base/) [ ![HubSpot](https://automatorplugin.com/wp-content/uploads/2021/09/hubspot-icon.svg)#### HubSpot ](https://automatorplugin.com/integration/hubspot/) [ ![IFTTT](https://automatorplugin.com/wp-content/uploads/2021/12/ifttt-icon.svg)#### IFTTT ](https://automatorplugin.com/integration/ifttt/) [ ![Instagram](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-icon.svg)#### Instagram ](https://automatorplugin.com/integration/instagram/) [ ![Integrately](https://automatorplugin.com/wp-content/uploads/2021/12/integrately-icon.svg)#### Integrately ](https://automatorplugin.com/integration/integrately/) [ ![Integromat](https://automatorplugin.com/wp-content/uploads/2020/09/integromat-icon.svg)#### Integromat ](https://automatorplugin.com/integration/integromat/) [ ![JetEngine](https://automatorplugin.com/wp-content/uploads/2022/08/jetengine-icon.svg)#### JetEngine ](https://automatorplugin.com/integration/jetengine/) [ ![JetFormBuilder](https://automatorplugin.com/wp-content/uploads/2022/08/jetformbuildericon.svg)#### JetFormBuilder ](https://automatorplugin.com/integration/jetformbuilder/) [ ![Jetpack CRM](https://automatorplugin.com/wp-content/uploads/2022/09/jetpack-crm-icon.svg)#### Jetpack CRM ](https://automatorplugin.com/integration/jetpack-crm/) [ ![JSON](https://automatorplugin.com/wp-content/uploads/2024/10/json-icon.svg)#### JSON ](https://automatorplugin.com/integration/json/) [ ![Kadence](https://automatorplugin.com/wp-content/uploads/2024/02/kadence-icon.svg)#### Kadence ](https://automatorplugin.com/integration/kadence/) [ ![Keap](https://automatorplugin.com/wp-content/uploads/2024/04/keap-icon.svg)#### Keap ](https://automatorplugin.com/integration/keap/) [ ![Kinsta](https://automatorplugin.com/wp-content/uploads/2026/09/kinsta-icon.svg)#### Kinsta ](https://automatorplugin.com/integration/kinsta/) [ ![Kit](https://automatorplugin.com/wp-content/uploads/2023/01/kit-icon.svg)#### Kit ](https://automatorplugin.com/integration/convertkit/) [ ![KonnectzIT](https://automatorplugin.com/wp-content/uploads/2022/07/konnectzit-icon.svg)#### KonnectzIT ](https://automatorplugin.com/integration/konnectzit/) [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg)#### LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![LearnDash Achievements](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg)#### LearnDash Achievements ](https://automatorplugin.com/integration/learndash-achievements/) [ ![LearnPress](https://automatorplugin.com/wp-content/uploads/2025/11/learnpress-icon-2.svg)#### LearnPress ](https://automatorplugin.com/integration/learnpress/) [ ![LifterLMS](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg)#### LifterLMS ](https://automatorplugin.com/integration/lifterlms/) [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg)#### LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) [ ![LiteSpeed Cache](https://automatorplugin.com/wp-content/uploads/2026/02/litespeed-icon.svg)#### LiteSpeed Cache ](https://automatorplugin.com/integration/litespeed-cache/) [ ![Logging](https://automatorplugin.com/wp-content/uploads/2024/08/logging-icon-1.svg)#### Logging ](https://automatorplugin.com/integration/logging/) [ ![Loginizer](https://automatorplugin.com/wp-content/uploads/2026/07/loginizer-icon.svg)#### Loginizer ](https://automatorplugin.com/integration/loginizer/) [ ![Loop](https://automatorplugin.com/wp-content/uploads/2025/05/loop-icon.svg)#### Loop ](https://automatorplugin.com/integration/loop/) [ ![Magic Button](https://automatorplugin.com/wp-content/uploads/2024/03/magic-button-icon.svg)#### Magic Button ](https://automatorplugin.com/integration/magic-button/) [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg)#### Mailchimp ](https://automatorplugin.com/integration/mailchimp/) [ ![MailerLite](https://automatorplugin.com/wp-content/uploads/2022/10/mailerlite-icon.svg)#### MailerLite ](https://automatorplugin.com/integration/mailerlite/) [ ![MailPoet](https://automatorplugin.com/wp-content/uploads/2020/09/mailpoet-icon.svg)#### MailPoet ](https://automatorplugin.com/integration/mailpoet/) [ ![Mailster](https://automatorplugin.com/wp-content/uploads/2025/04/mailster-icon.svg)#### Mailster ](https://automatorplugin.com/integration/mailster/) [ ![Make](https://automatorplugin.com/wp-content/uploads/2022/07/make-icon.svg)#### Make ](https://automatorplugin.com/integration/make/) [ ![MasterStudy LMS](https://automatorplugin.com/wp-content/uploads/2020/10/masterstudy-lms.svg)#### MasterStudy LMS ](https://automatorplugin.com/integration/masterstudy-lms/) [ ![Mautic](https://automatorplugin.com/wp-content/uploads/2023/03/mautic-icon.svg)#### Mautic ](https://automatorplugin.com/integration/mautic/) [ ![Memberium for Keap](https://automatorplugin.com/wp-content/uploads/2023/07/memberium-icon.svg)#### Memberium for Keap ](https://automatorplugin.com/integration/memberium-keap/) [ ![MemberMouse](https://automatorplugin.com/wp-content/uploads/2024/07/membermouse-icon.svg)#### MemberMouse ](https://automatorplugin.com/integration/membermouse/) [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg)#### MemberPress ](https://automatorplugin.com/integration/memberpress/) [ ![MemberPress Courses](https://automatorplugin.com/wp-content/uploads/2022/02/memberpress-courses.svg)#### MemberPress Courses ](https://automatorplugin.com/integration/memberpress-courses/) [ ![Meta Box](https://automatorplugin.com/wp-content/uploads/2022/07/meta-box-icon.svg)#### Meta Box ](https://automatorplugin.com/integration/meta-box/) [ ![Microsoft Teams](https://automatorplugin.com/wp-content/uploads/2022/11/microsoft-teams-icon.svg)#### Microsoft Teams ](https://automatorplugin.com/integration/microsoft-teams/) [ ![Mistral AI](https://automatorplugin.com/wp-content/uploads/2025/05/mistral-icon.svg)#### Mistral AI ](https://automatorplugin.com/integration/mistral/) [ ![Modern Events Calendar](https://automatorplugin.com/wp-content/uploads/2021/05/modern-events-calendar-icon-1.svg)#### Modern Events Calendar ](https://automatorplugin.com/integration/modern-events-calendar/) [ ![MonsterInsights](https://automatorplugin.com/wp-content/uploads/2024/04/monsterinsights-icon.svg)#### MonsterInsights ](https://automatorplugin.com/integration/monsterinsights/) [ ![myCred](https://automatorplugin.com/wp-content/uploads/2020/06/mycred-icon.svg)#### myCred ](https://automatorplugin.com/integration/mycred/) [ ![Newsletter](https://automatorplugin.com/wp-content/uploads/2020/11/newsletter-icon.svg)#### Newsletter ](https://automatorplugin.com/integration/newsletter/) [ ![Ninja Forms](https://automatorplugin.com/wp-content/uploads/2018/10/ninjaforms-icon-128x128.png)#### Ninja Forms ](https://automatorplugin.com/integration/ninja-forms/) [ ![Notion](https://automatorplugin.com/wp-content/uploads/2023/08/notion-icon.svg)#### Notion ](https://automatorplugin.com/integration/notion/) [ ![Ontraport](https://automatorplugin.com/wp-content/uploads/2024/04/ontraport-icon.svg)#### Ontraport ](https://automatorplugin.com/integration/ontraport/) [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg)#### OpenAI ](https://automatorplugin.com/integration/openai/) [ ![OptinMonster](https://automatorplugin.com/wp-content/uploads/2021/12/optinmonster-icon.svg)#### OptinMonster ](https://automatorplugin.com/integration/optinmonster/) [ ![Pabbly Connect](https://automatorplugin.com/wp-content/uploads/2022/07/pabbly-icon.svg)#### Pabbly Connect ](https://automatorplugin.com/integration/pabbly-connect/) [ ![Paid Memberships Pro](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg)#### Paid Memberships Pro ](https://automatorplugin.com/integration/paid-memberships-pro/) [ ![PeepSo](https://automatorplugin.com/wp-content/uploads/2022/02/peepso-icon.svg)#### PeepSo ](https://automatorplugin.com/integration/peepso/) [ ![Perplexity](https://automatorplugin.com/wp-content/uploads/2025/05/perplexity-icon.svg)#### Perplexity ](https://automatorplugin.com/integration/perplexity/) [ ![Plugin Actions](https://automatorplugin.com/wp-content/uploads/2024/10/plugin-actions-1.svg)#### Plugin Actions ](https://automatorplugin.com/integration/plugin-actions/) [ ![Popup Maker](https://automatorplugin.com/wp-content/uploads/2018/11/popup-maker-icon-1.svg)#### Popup Maker ](https://automatorplugin.com/integration/popup-maker/) [ ![Post SMTP](https://automatorplugin.com/wp-content/uploads/2026/06/post-smtp-icon.svg)#### Post SMTP ](https://automatorplugin.com/integration/post-smtp/) [ ![PressPrimer Assignment](https://automatorplugin.com/wp-content/uploads/2026/02/pressprimer-quiz-icon.svg)#### PressPrimer Assignment ](https://automatorplugin.com/integration/pressprimer-assignment/) [ ![PressPrimer Quiz](https://automatorplugin.com/wp-content/uploads/2026/02/pressprimer-quiz-icon.svg)#### PressPrimer Quiz ](https://automatorplugin.com/integration/pressprimer-quiz/) [ ![Presto Player](https://automatorplugin.com/wp-content/uploads/2021/03/presto-player-icon.svg)#### Presto Player ](https://automatorplugin.com/integration/presto-player/) [ ![PrettyLinks](https://automatorplugin.com/wp-content/uploads/2023/04/pretty-links-icon.svg)#### PrettyLinks ](https://automatorplugin.com/integration/pretty-links/) [ ![QR Code](https://automatorplugin.com/wp-content/uploads/2024/03/qr-code-icon-1.svg)#### QR Code ](https://automatorplugin.com/integration/qr-code/) [ ![QuickBooks Online](https://automatorplugin.com/wp-content/uploads/2024/12/quickbooks-icon.svg)#### QuickBooks Online ](https://automatorplugin.com/integration/quickbooks-online/) [ ![Quiz Maker by AYS](https://automatorplugin.com/wp-content/uploads/2026/06/quiz-maker-pro-icon.svg)#### Quiz Maker by AYS ](https://automatorplugin.com/integration/quiz-maker-by-ays/) [ ![RafflePress](https://automatorplugin.com/wp-content/uploads/2023/03/rafflepress-icon.svg)#### RafflePress ](https://automatorplugin.com/integration/rafflepress/) [ ![Rank Math SEO](https://automatorplugin.com/wp-content/uploads/2026/02/rank-math-icon.svg)#### Rank Math SEO ](https://automatorplugin.com/integration/rank-math-seo/) [ ![Really Simple Security](https://automatorplugin.com/wp-content/uploads/2026/07/really-simple-security-icon.svg)#### Really Simple Security ](https://automatorplugin.com/integration/really-simple-security/) [ ![Redirection](https://automatorplugin.com/wp-content/uploads/2026/06/redirection-icon.svg)#### Redirection ](https://automatorplugin.com/integration/redirection/) [ ![Restrict Content](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-icon-1.svg)#### Restrict Content ](https://automatorplugin.com/integration/restrict-content-addon/) [ ![Restrict Content Pro](https://automatorplugin.com/wp-content/uploads/2020/11/restrict-content-pro.svg)#### Restrict Content Pro ](https://automatorplugin.com/integration/restrict-content/) [ ![RSS feed](https://automatorplugin.com/wp-content/uploads/2025/02/rss-feed-icon.svg)#### RSS feed ](https://automatorplugin.com/integration/rss-feed/) [ ![Run Code](https://automatorplugin.com/wp-content/uploads/2024/03/run-code-icon.svg)#### Run Code ](https://automatorplugin.com/integration/run-code/) [ ![Run now](https://automatorplugin.com/wp-content/uploads/2023/09/run-now-icon-1.svg)#### Run now ](https://automatorplugin.com/integration/run-now/) [ ![Salesforce](https://automatorplugin.com/wp-content/uploads/2023/09/salesforce-icon.svg)#### Salesforce ](https://automatorplugin.com/integration/salesforce/) [ ![SaveTo Wishlist](https://automatorplugin.com/wp-content/uploads/2026/06/saveto-wishlist-icon.svg)#### SaveTo Wishlist ](https://automatorplugin.com/integration/saveto-wishlist/) [ ![Schedule](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-icon.svg)#### Schedule ](https://automatorplugin.com/integration/schedule/) [ ![Security Optimizer](https://automatorplugin.com/wp-content/uploads/2026/02/security-optimizer-icon.svg)#### Security Optimizer ](https://automatorplugin.com/integration/sg-security/) [ ![SeedProd](https://automatorplugin.com/wp-content/uploads/2023/09/seedprod-icon.svg)#### SeedProd ](https://automatorplugin.com/integration/seedprod/) [ ![Sendy](https://automatorplugin.com/wp-content/uploads/2023/09/sendy-icon.svg)#### Sendy ](https://automatorplugin.com/integration/sendy/) [ ![Site Kit by Google](https://automatorplugin.com/wp-content/uploads/2026/06/site-kit-icon.svg)#### Site Kit by Google ](https://automatorplugin.com/integration/site-kit-by-google/) [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg)#### Slack ](https://automatorplugin.com/integration/slack/) [ ![SliceWP](https://automatorplugin.com/wp-content/uploads/2024/02/slicewp-icon.svg)#### SliceWP ](https://automatorplugin.com/integration/slicewp/) [ ![Smush](https://automatorplugin.com/wp-content/uploads/2026/07/smush-icon.svg)#### Smush ](https://automatorplugin.com/integration/smush/) [ ![Speed Optimizer](https://automatorplugin.com/wp-content/uploads/2026/02/speed-optimizer-icon.svg)#### Speed Optimizer ](https://automatorplugin.com/integration/sg-optimizer/) [ ![Stripe](https://automatorplugin.com/wp-content/uploads/2024/04/stripe-icon.svg)#### Stripe ](https://automatorplugin.com/integration/stripe/) [ ![Studiocart](https://automatorplugin.com/wp-content/uploads/2022/04/studiocart-icon.svg)#### Studiocart ](https://automatorplugin.com/integration/studiocart/) [ ![Sucuri Security](https://automatorplugin.com/wp-content/uploads/2026/07/sucuri-security-icon.svg)#### Sucuri Security ](https://automatorplugin.com/integration/sucuri-security/) [ ![Sugar Calendar](https://automatorplugin.com/wp-content/uploads/2026/02/sugar-calendar-lite-events-icon.svg)#### Sugar Calendar ](https://automatorplugin.com/integration/sugar-calendar/) [ ![SureCart](https://automatorplugin.com/wp-content/uploads/2022/08/surecart-icon.svg)#### SureCart ](https://automatorplugin.com/integration/surecart/) [ ![SureForms](https://automatorplugin.com/wp-content/uploads/2025/06/sureforms-icon.svg)#### SureForms ](https://automatorplugin.com/integration/sureforms/) [ ![SureMembers](https://automatorplugin.com/wp-content/uploads/2023/09/suremembers-icon.svg)#### SureMembers ](https://automatorplugin.com/integration/suremembers/) [ ![Telegram](https://automatorplugin.com/wp-content/uploads/2023/01/telegram-icon.svg)#### Telegram ](https://automatorplugin.com/integration/telegram/) [ ![The Events Calendar](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg)#### The Events Calendar ](https://automatorplugin.com/integration/the-events-calendar/) [ ![Threads](https://automatorplugin.com/wp-content/uploads/2024/10/threads-icon.svg)#### Threads ](https://automatorplugin.com/integration/threads/) [ ![Thrive Apprentice](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-apprentice-icon.svg)#### Thrive Apprentice ](https://automatorplugin.com/integration/thrive-apprentice/) [ ![Thrive Architect](https://automatorplugin.com/wp-content/uploads/2023/10/thrive-architect-icon.svg)#### Thrive Architect ](https://automatorplugin.com/integration/thrive-architect/) [ ![Thrive Leads](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-leads-icon.svg)#### Thrive Leads ](https://automatorplugin.com/integration/thrive-leads/) [ ![Thrive Ovation](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-ovation-icon.svg)#### Thrive Ovation ](https://automatorplugin.com/integration/thrive-ovation/) [ ![Thrive Quiz Builder](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-quiz-builder-icon.svg)#### Thrive Quiz Builder ](https://automatorplugin.com/integration/thrive-quiz-builder/) [ ![Thrive Theme Builder](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-theme-builder-icon.svg)#### Thrive Theme Builder ](https://automatorplugin.com/integration/thrive-theme-builder/) [ ![Thrive Ultimatum](https://automatorplugin.com/wp-content/uploads/2023/11/thrive-ultimatum-icon.svg)#### Thrive Ultimatum ](https://automatorplugin.com/integration/thrive-ultimatum/) [ ![ThriveCart](https://automatorplugin.com/wp-content/uploads/2023/05/thrivecart-icon.svg)#### ThriveCart ](https://automatorplugin.com/integration/thrivecart/) [ ![Tin Canny Reporting](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg)#### Tin Canny Reporting ](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/) [ ![Trello](https://automatorplugin.com/wp-content/uploads/2022/11/trello-icon.svg)#### Trello ](https://automatorplugin.com/integration/trello/) [ ![Tutor LMS](https://automatorplugin.com/wp-content/uploads/2020/06/tutorlms-icon.svg)#### Tutor LMS ](https://automatorplugin.com/integration/tutor-lms/) [ ![Twilio](https://automatorplugin.com/wp-content/uploads/2020/06/twilio-icon.svg)#### Twilio ](https://automatorplugin.com/integration/twilio/) [ ![Typeform](https://automatorplugin.com/wp-content/uploads/2025/07/typeform-icon.svg)#### Typeform ](https://automatorplugin.com/integration/typeform/) [ ![Ultimate Member](https://automatorplugin.com/wp-content/uploads/2020/05/ultimate-member-icon.svg)#### Ultimate Member ](https://automatorplugin.com/integration/ultimate-member/) [ ![Uncanny Codes](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg)#### Uncanny Codes ](https://automatorplugin.com/integration/uncanny-codes/) [ ![Uncanny Continuing Education Credits](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg)#### Uncanny Continuing Education Credits ](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) [ ![Uncanny Groups](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg)#### Uncanny Groups ](https://automatorplugin.com/integration/uncanny-groups/) [ ![Uncanny Toolkit](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg)#### Uncanny Toolkit ](https://automatorplugin.com/integration/uncanny-toolkit/) [ ![Upsell Plugin](https://automatorplugin.com/wp-content/uploads/2020/07/upsell-plugin.svg)#### Upsell Plugin ](https://automatorplugin.com/integration/upsell-plugin/) [ ![URL](https://automatorplugin.com/wp-content/uploads/2025/02/url-icon-1.svg)#### URL ](https://automatorplugin.com/integration/url/) [ ![User Lists](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-icon-1.svg)#### User Lists ](https://automatorplugin.com/integration/user-lists-addon/) [ ![UserFeedback](https://automatorplugin.com/wp-content/uploads/2023/07/userfeedback-icon.svg)#### UserFeedback ](https://automatorplugin.com/integration/userfeedback/) [ ![W3 Total Cache](https://automatorplugin.com/wp-content/uploads/2026/02/w3-total-cache-icon.svg)#### W3 Total Cache ](https://automatorplugin.com/integration/w3-total-cache/) [ ![Webhooks](https://automatorplugin.com/wp-content/uploads/2022/02/webhooks-icon-1.svg)#### Webhooks ](https://automatorplugin.com/integration/webhooks/) [ ![WhatsApp](https://automatorplugin.com/wp-content/uploads/2021/12/whatsapp-icon.svg)#### WhatsApp ](https://automatorplugin.com/integration/whatsapp/) [ ![Wholesale Suite](https://automatorplugin.com/wp-content/uploads/2022/12/wholesale-suite.svg)#### Wholesale Suite ](https://automatorplugin.com/integration/wholesale-suite/) [ ![Wishlist Member](https://automatorplugin.com/wp-content/uploads/2020/08/wishlist.svg)#### Wishlist Member ](https://automatorplugin.com/integration/wishlist-member/) [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg)#### Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![Woo Bookings](https://automatorplugin.com/wp-content/uploads/2023/11/woo-booking-icon.svg)#### Woo Bookings ](https://automatorplugin.com/integration/woocommerce-bookings/) [ ![Woo Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg)#### Woo Memberships ](https://automatorplugin.com/integration/woocommerce-memberships/) [ ![Woo ShipStation](https://automatorplugin.com/wp-content/uploads/2020/12/woo-shipstation-icon.svg)#### Woo ShipStation ](https://automatorplugin.com/integration/woocommerce-shipstation/) [ ![Woo Subscriptions](https://automatorplugin.com/wp-content/uploads/2021/01/woo-subscriptions-icon-2.svg)#### Woo Subscriptions ](https://automatorplugin.com/integration/woocommerce-subscriptions/) [ ![Wordfence Security](https://automatorplugin.com/wp-content/uploads/2026/02/wordfence-icon.svg)#### Wordfence Security ](https://automatorplugin.com/integration/wordfence-security/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg)#### WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![WordPress Download Manager](https://automatorplugin.com/wp-content/uploads/2022/08/wordpress-download-manager-icon.svg)#### WordPress Download Manager ](https://automatorplugin.com/integration/wp-download-manager/) [ ![WordPress Multisite](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg)#### WordPress Multisite ](https://automatorplugin.com/integration/wordpress-multisite/) [ ![WP Activity Log](https://automatorplugin.com/wp-content/uploads/2026/06/wp-activity-log.svg)#### WP Activity Log ](https://automatorplugin.com/integration/wp-activity-log/) [ ![WP Admin](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg)#### WP Admin ](https://automatorplugin.com/integration/wp-admin/) [ ![WP All Import](https://automatorplugin.com/wp-content/uploads/2022/11/wp-all-import-icon.svg)#### WP All Import ](https://automatorplugin.com/integration/wp-all-import/) [ ![WP Bitly](https://automatorplugin.com/wp-content/uploads/2023/05/bitly-icon.svg)#### WP Bitly ](https://automatorplugin.com/integration/wp-bitly/) [ ![WP Courseware](https://automatorplugin.com/wp-content/uploads/2018/09/wp-courseware-icon.svg)#### WP Courseware ](https://automatorplugin.com/integration/wp-courseware/) [ ![WP Event Manager](https://automatorplugin.com/wp-content/uploads/2025/03/wp-event-manager-icon.svg)#### WP Event Manager ](https://automatorplugin.com/integration/wp-event-manager/) [ ![WP Fastest Cache](https://automatorplugin.com/wp-content/uploads/2026/02/wp-fastest-cache-icon.svg)#### WP Fastest Cache ](https://automatorplugin.com/integration/wp-fastest-cache/) [ ![WP Fusion](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg)#### WP Fusion ](https://automatorplugin.com/integration/wp-fusion/) [ ![WP Fusion Lite](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg)#### WP Fusion Lite ](https://automatorplugin.com/integration/wp-fusion-lite/) [ ![WP Job Manager](https://automatorplugin.com/wp-content/uploads/2020/11/wp-job-manager-icon.svg)#### WP Job Manager ](https://automatorplugin.com/integration/wp-job-manager/) [ ![WP LMS](https://automatorplugin.com/wp-content/uploads/2018/09/wplms.svg)#### WP LMS ](https://automatorplugin.com/integration/wp-lms/) [ ![WP Mail SMTP Pro](https://automatorplugin.com/wp-content/uploads/2022/07/wp-mail-smtp-icon.svg)#### WP Mail SMTP Pro ](https://automatorplugin.com/integration/wp-mail-smtp-pro/) [ ![WP Rocket](https://automatorplugin.com/wp-content/uploads/2026/02/wp-rocket-icon.svg)#### WP Rocket ](https://automatorplugin.com/integration/wp-rocket/) [ ![WP Simple Pay](https://automatorplugin.com/wp-content/uploads/2021/03/wp-simple-pay-icon-1.svg)#### WP Simple Pay ](https://automatorplugin.com/integration/wp-simple-pay/) [ ![WP Super Cache](https://automatorplugin.com/wp-content/uploads/2026/02/wp-super-cache-icon.svg)#### WP Super Cache ](https://automatorplugin.com/integration/wp-super-cache/) [ ![WP ULike](https://automatorplugin.com/wp-content/uploads/2026/09/wp-ulike-icon.svg)#### WP ULike ](https://automatorplugin.com/integration/wp-ulike/) [ ![WP User Manager](https://automatorplugin.com/wp-content/uploads/2021/02/wp-user-manager.svg)#### WP User Manager ](https://automatorplugin.com/integration/wp-user-manager/) [ ![WP Webhooks](https://automatorplugin.com/wp-content/uploads/2020/08/wp-webhooks-icon.svg)#### WP Webhooks ](https://automatorplugin.com/integration/wp-webhooks/) [ ![WP-Polls](https://automatorplugin.com/wp-content/uploads/2020/09/wp-polls-icon.svg)#### WP-Polls ](https://automatorplugin.com/integration/wp-polls/) [ ![WPCafe](https://automatorplugin.com/wp-content/uploads/2026/08/wpcafe-icon.svg)#### WPCafe ](https://automatorplugin.com/integration/wpcafe/) [ ![WPCode](https://automatorplugin.com/wp-content/uploads/2023/03/wpcode-icon.svg)#### WPCode ](https://automatorplugin.com/integration/wpcode/) [ ![wpDiscuz](https://automatorplugin.com/wp-content/uploads/2024/02/wpdiscuz-icon.svg)#### wpDiscuz ](https://automatorplugin.com/integration/wpdiscuz/) [ ![WPForms](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg)#### WPForms ](https://automatorplugin.com/integration/wp-forms/) [ ![wpForo](https://automatorplugin.com/wp-content/uploads/2020/06/wpforo-icon.svg)#### wpForo ](https://automatorplugin.com/integration/wpforo/) [ ![WPsigner](https://automatorplugin.com/wp-content/uploads/2026/09/wpsigner-icon.svg)#### WPsigner ](https://automatorplugin.com/integration/wpsigner/) [ ![WS Form](https://automatorplugin.com/wp-content/uploads/2022/11/ws-form-icon.svg)#### WS Form ](https://automatorplugin.com/integration/ws-form/) [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg)#### X/Twitter ](https://automatorplugin.com/integration/twitter/) [ ![xAI](https://automatorplugin.com/wp-content/uploads/2025/05/grok-icon.svg)#### xAI ](https://automatorplugin.com/integration/xai/) [ ![XML](https://automatorplugin.com/wp-content/uploads/2024/10/xml-icon.svg)#### XML ](https://automatorplugin.com/integration/xml/) [ ![Yoast SEO](https://automatorplugin.com/wp-content/uploads/2026/02/yoast-icon.svg)#### Yoast SEO ](https://automatorplugin.com/integration/yoast-seo/) [ ![Zapier](https://automatorplugin.com/wp-content/uploads/2018/08/integration-zapier-icon-128x128.png)#### Zapier ](https://automatorplugin.com/integration/zapier/) [ ![Zoho Campaigns](https://automatorplugin.com/wp-content/uploads/2023/01/zoho-campaigns-icon.svg)#### Zoho Campaigns ](https://automatorplugin.com/integration/zoho-campaigns/) [ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg)#### Zoom Meetings ](https://automatorplugin.com/integration/zoom-meetings/) [ ![Zoom Webinars](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg)#### Zoom Webinars ](https://automatorplugin.com/integration/zoom-webinars/) [ ![Zoomy](https://automatorplugin.com/wp-content/uploads/2026/07/zoomy-icon.svg)#### Zoomy ](https://automatorplugin.com/integration/zoomy/) ## Millions of Recipe Combinations for Unique Learning Experiences Start automatic learning, sales and maintenance workflows with triggers and actions from your favourite plugins. Not sure how that works? Check out the recipe ideas below. Choose any combination of triggers - A user completes a course - A user completes a lesson - A user completes a module - A user passes a quiz - A user fails a quiz - A user submits a form - A user purchases a product - A user registers for a live class ...to initiate any combination of actions - Enroll the user in a new course - Mark a course complete - Mark a topic as complete - Reset the user’s progress - Add the user to a group - Send an email - Remove a tag in Infusionsoft - Add a value to the user’s profile ## Create Better Courses From $149 The world’s most powerful personalized learning, starting from just $149. Start small and upgrade at any time to get everything we offer for your elearning site! AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f3838ec2-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $599 $399 / mo billed annually at $4788 $2400 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / mo billed annually at $2988 $1200 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / mo billed annually at $1788 $600 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite normally $599 $399 / year\* $200 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / year\* $100 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / year\* $50 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \* You can change plans or cancel your subscription at any time. **Is Uncanny Automator right for me?** If you use [LearnDash](https://automatorplugin.com/share/learndash), [LifterLMS](https://wordpress.org/plugins/lifterlms/), [LearnPress](https://wordpress.org/plugins/learnpress/), [WP Courseware](/share/wpcourseware) or [WPLMS](https://automatorplugin.com/share/wplms), then yes, this plugin can help you sell more courses and build better learning interventions. Whether you’re an Instructional Designer new to WordPress, a WordPress expert new to elearning or a site owner adding courses to round out your offer, **Uncanny Automator will save you time and money**. With an intuitive interface and no coding required, you can set up your first recipe in minutes. **Is Uncanny Automator hard to use?** While Automator is a powerful plugin that can integrate other plugins and apps in millions of ways, **it’s very easy to use**. You’ll likely have your first recipe up and working within 30 minutes of installing the plugin. To help you get started, you’ll find complete instructions and tips in our [Knowledge Base](https://automatorplugin.com/knowledge-base/). **What are the system requirements?** You’ll need PHP 5.6 or higher and WordPress 4.7 or higher. That’s it! **What if I don’t like it?** Reach out to us in the first 14 days and we’ll issue a **full refund, no questions asked**. We’re that confident that you’ll find it a useful addition to your WordPress elearning site. **Can I upgrade the version that I purchased?** Absolutely! You can upgrade Uncanny Automator at any time by paying the difference in plugin cost between what you purchased and the license type that you want. **What happens when my license expires?** We hope that you’ll renew to continue getting maintenance updates, new triggers and new actions! You’ll also continue to have access to our support team if you run into any trouble. If you don’t renew or cancel your renewal payments, the plugin will continue to function but you won’t receive support or updates. --- ### [Automate Anything](https://automatorplugin.com/automate-anything/) **Published:** December 6, 2024 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2024/05/anything-banner-1024x693.png) Automate anything # Automate Anything *and* Everything Build workflows that work for *you*. [Get started](https://automatorplugin.com/pricing/) # Build Workflows for everything We built Uncanny Automator to help WordPress business owners **escape the tedium** in their day-to-day operations. We don’t mean to brag, but our users would say that we’ve definitely succeeded. With 250+ integrations (and more on the way) Automator can help you **connect all of your favourite apps and plugins**. Choose from hundreds of ready-made **triggers and actions** and customize them to suit your workflows with **conditions** you define. Advanced WordPress users can capitalize on Automator’s more powerful features to create recipes that manipulate **metadata**, core WordPress systems and even plugins that aren’t explicitly supported! **With features this powerful, you’ll be able to automate anything. Better yet, automate everything!** ![](https://automatorplugin.com/wp-content/uploads/2024/04/anything-solution-2-1024x873.png) I love it so much that I’m looking for more ways to streamline and automate our processes now. Such a great product! Steph Wells [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/amazing-zapier-alternative/) ![](https://automatorplugin.com/wp-content/uploads/2024/04/anything-solution-1024x748.png) Uncanny Automator stands out in its ease of use, configurability and flexibility. With Uncanny Automator, we pretty much stopped using Zapier. Jing [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/unbelievable-support-14/) # Connect your site to apps — without extra fees WordPress sites don’t live in a vacuum. Uncanny Automator connects your site to ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) **Facebook**, ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) **X/Twitter**, ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) **LinkedIn**, ![Instagram](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-icon.svg) **Instagram**, ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) **Google Sheets**, ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) **Slack**, ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) **Zoom** and much more. With robust **incoming and outgoing webhooks support**, you’ll be able to connect your WordPress site to any sites and apps that also support webhooks—including other WordPress sites running Uncanny Automator! Other automation tools might offer similar functionality, but you’ll end up with transaction limits or fees or a high monthly subscription cost. When you switch to Uncanny Automator from a pay-per-use tool like ![Zapier](https://automatorplugin.com/wp-content/uploads/2018/08/integration-zapier-icon.png) **Zapier**, your automation fees won’t increase as your business grows. Pay one low annual cost and never deal with exorbitant or unexpected charges based on usage ever again. # Make single-use plugins a relic of the past Why install a plugin for each connection you want to make? Download Automator and get rid of plugins that bloat your website like: WooCommerce for LearnDash Zoom integration for WooCommerce Connector for Gravity Forms and Google Sheets myCred for Tutor LMS GamiPress – BuddyBoss Integration With Automator, you can stop asking the question “How do I connect X plugin to Y plugin?”. Reduce your overhead and install a **single plugin** that can **manage all the integrations in one place**. ![](https://automatorplugin.com/wp-content/uploads/2024/04/anything-problem-1024x790.png) # Cut custom development costs Making plugins talk to each other used to require costly development fees or expert coding skills. With Automator’s **intuitive and user-friendly interface**, however, you’ll enjoy building workflows and recipes without the help of a developer. No more code snippets in functions.php or custom plugins with never-ending maintenance costs. Now, you can **cook up your own powerful automations in minutes**. # Inspire yourself with examples Uncanny Automator is designed to be powerful, easy-to-use and affordable, yet full of features. And above all else, it’s designed to be flexible so that it can work the way you do. Check out some of the **millions of automations** you can create with Uncanny Automator. #### When a subscription expires, remove a VIP access level Requires [ ![Woo Subscriptions](https://automatorplugin.com/wp-content/uploads/2021/01/woo-subscriptions-icon-2.svg) Woo Subscriptions ](https://automatorplugin.com/integration/woocommerce-subscriptions/) [ ![Restrict Content](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-icon-1.svg) Restrict Content ](https://automatorplugin.com/integration/restrict-content-addon/) #### When a testimonial is submitted, perform sentiment analysis and post positive testimonials to Facebook Requires [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![Thrive Ovation](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-ovation-icon.svg) Thrive Ovation ](https://automatorplugin.com/integration/thrive-ovation/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) #### When a user completes a purchase, add them to a group Requires [ ![BuddyPress](https://automatorplugin.com/wp-content/uploads/2018/03/buddypress-icon.svg) BuddyPress ](https://automatorplugin.com/integration/buddypress/) [ ![WP Simple Pay](https://automatorplugin.com/wp-content/uploads/2021/03/wp-simple-pay-icon-1.svg) WP Simple Pay ](https://automatorplugin.com/integration/wp-simple-pay/) #### When a user earns 100 points, congratulate the user in the sitewide activity feed Requires [ ![GamiPress](https://automatorplugin.com/wp-content/uploads/2018/11/gamipress-icon.svg) GamiPress ](https://automatorplugin.com/integration/gamipress/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) #### When data is received via a webhook, create a new user Requires [ ![Webhooks](https://automatorplugin.com/wp-content/uploads/2022/02/webhooks-icon-1.svg) Webhooks ](https://automatorplugin.com/integration/webhooks/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) #### When users are added to a list, add them to a membership Requires [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) MemberPress ](https://automatorplugin.com/integration/memberpress/) [ ![User Lists](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-icon-1.svg) User Lists ](https://automatorplugin.com/integration/user-lists-addon/) #### When users purchase a product, reset their course progress Requires [ ![MemberPress Courses](https://automatorplugin.com/wp-content/uploads/2022/02/memberpress-courses.svg) MemberPress Courses ](https://automatorplugin.com/integration/memberpress-courses/) [ ![Easy Digital Downloads](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) Easy Digital Downloads ](https://automatorplugin.com/integration/easy-digital-downloads/) #### When users submit a form, create new WordPress users Requires [ ![JetFormBuilder](https://automatorplugin.com/wp-content/uploads/2022/08/jetformbuildericon.svg) JetFormBuilder ](https://automatorplugin.com/integration/jetformbuilder/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) #### When users submit a form, register them in an event Requires [ ![Fluent Forms](https://automatorplugin.com/wp-content/uploads/2020/06/wp-fluent-forms-icon.svg) Fluent Forms ](https://automatorplugin.com/integration/wp-fluent-forms/) [ ![The Events Calendar](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg) The Events Calendar ](https://automatorplugin.com/integration/the-events-calendar/) \#3 — The implementation # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks**. We’re always surprised by the creative uses our customers find for Uncanny Automator. We can’t wait to see how you will automate your business! ![](https://automatorplugin.com/wp-content/uploads/2024/04/anything-recipe-example-1024x767.png) I use Uncanny Automator on my client’s websites and it’s so flexible and powerful that it makes all my clients so happy. Atmospheric Advantage LLC [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/superstar-support-for-a-super-plugin/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Automate Support](https://automatorplugin.com/automate-support/) **Published:** December 6, 2024 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2024/04/automate-support-banner-1024x693.png) Automate # Automate Support Build customer loyalty with quality support and an industry-leading customer experience. [Get started](https://automatorplugin.com/pricing/) \#1 — The problem # Support can be a time suck Customer support is where quality businesses rise above their competitors. For more than **two-thirds of customers**, customer service is very important in establishing **brand loyalty**. With a top-tier customer support system, your customers will feel confident that they’ve chosen the right brand to shop with—and you’ll see a 4-8% boost in your bottom line. But even with robust support tools like ![Help Scout](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg) **Help Scout** or ![Fluent Support](https://automatorplugin.com/wp-content/uploads/2022/05/fluent-support-icon.svg) **Fluent Support**, dealing with customer requests can be a time-consuming, manual process: Providing solutions to common issues Routing support requests to agents Escalating requests Converting resolved requests into internal or external documentation or FAQs Providing crossgrades, upgrades, downgrades and refunds ![](https://automatorplugin.com/wp-content/uploads/2024/04/support-problem-819x1024.png) ![](https://automatorplugin.com/wp-content/uploads/2024/06/support-solution-2-945x1024.png) \#2 — The solution # Provide automated support that’s better and faster Smart businesses use automation to reduce support overhead and time to resolution—while still ensuring their customers have an unbeatable experience. By powering your customer experience with Uncanny Automator, you can provide detailed support in real-time: *Automatically* include **potential solutions along with standard ticket confirmation responses** *Automatically* **assign support requests** to appropriate agents **based on keywords** *Automatically* escalate requests that **meet specific criteria** *Automatically* convert resolved requests into **new pages, posts or KB articles** to build a reference for customers or support agents Create **self-serve forms** to enable customers to crossgrade, upgrade, downgrade or receive refunds **without support intervention** Join the **86% of CEOs who have already invested in automation software** and deliver best-in-class customer support at a fraction of the cost. # Inspire yourself with examples Check out some of the **millions of automations** you can create with Uncanny Automator. With Automator, there are **no transaction limits or fees**, so you won’t face rising costs as you add automate more of your processes. #### When a conversation is tagged as urgent, notify the support lead via WhatsApp Requires [ ![Help Scout](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg) Help Scout ](https://automatorplugin.com/integration/help-scout/) [ ![WhatsApp](https://automatorplugin.com/wp-content/uploads/2021/12/whatsapp-icon.svg) WhatsApp ](https://automatorplugin.com/integration/whatsapp/) #### When a user submits a support ticket with specific keywords, assign the ticket to a specific sales representative Requires [ ![Help Scout](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg) Help Scout ](https://automatorplugin.com/integration/help-scout/) #### When users submit a survey with a negative response, draft a support ticket for follow-up Requires [ ![UserFeedback](https://automatorplugin.com/wp-content/uploads/2023/07/userfeedback-icon.svg) UserFeedback ](https://automatorplugin.com/integration/userfeedback/) [ ![Fluent Support](https://automatorplugin.com/wp-content/uploads/2022/05/fluent-support-icon.svg) Fluent Support ](https://automatorplugin.com/integration/fluent-support/) \#3 — The implementation # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks**. Switch your automations on and off and make updates on the fly as your workflows change. ![](https://automatorplugin.com/wp-content/uploads/2024/04/support-recipe-example-1024x767.png) I had been trying to make things happen manually, or with code, for some time until I found Uncanny Automator. I just love the ability to make the more complex functions that I need, work without any coding. The team at Uncanny Automator have also been always on hand to held with things when needed. @aamctraining [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/love-the-automation-functions/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Automate Webinars and Events](https://automatorplugin.com/automate-webinars-and-events/) **Published:** December 6, 2024 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2024/05/webhooks-events-banner-1024x693.png) Automate # Automate Webinars and Events Make events and webinars a seamless part of your business. [Get started](https://automatorplugin.com/pricing/) \#1 — The problem # Event planning can be a full-time job There’s a reason that event planning is a whole business on its own. From setting up registration and tracking RSVPs to coordinating featured guests and post-event follow-up, it’s enough to keep a whole marketing team busy for months. Without Uncanny Automator, a typical workflow might look something like this: For closed events, **manually compile** an attendee list by segmenting a master list. For open events, **create multiple promotional email campaigns**, removing those who register from each successive campaign. **Provide support** to users that experience issues during the registration process. **Manually check-in** with event hosts and/or featured speakers and presenters. **Manually follow up** with event attendees after the event. ![](https://automatorplugin.com/wp-content/uploads/2024/04/webhooks-events-problem-1024x809.png) ![](https://automatorplugin.com/wp-content/uploads/2024/04/webhooks-events-solution-1024x705.png) \#2 — The solution # Use automation to turn event planning into a non-event With Uncanny Automator as your event coordinator, you can dramatically reduce the amount of effort required to run your events and webinars. Here’s how: *Automatically* register anyone that **meets certain criteria** or **purchases a specific product** for a webinar or event. Create a Magic button that *automatically* registers any logged-in user that clicks it for an upcoming webinar. **No need for users to fill out a form.** Create a link in an email that *automatically* registers any user that clicks it for an upcoming webinar. **No need for users to fill out a form.** *Automatically* send **reminders** to attendees, event hosts and special guests as the date draws near. *Automatically* **request reviews** after your events and webinars. With integrations that cover eCommerce, eLearning, membership, ![Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-icon.svg) **Google Calendar**, event management and webinar platforms, automating events and webinars with Uncanny Automator takes only **a few clicks**. # Inspire yourself with examples Check out some of the **millions of automations** you can create with Uncanny Automator. #### When a user attends a live event, award 10 credits to the user Requires [ ![The Events Calendar](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg) The Events Calendar ](https://automatorplugin.com/integration/the-events-calendar/) [ ![Uncanny Continuing Education Credits](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) Uncanny Continuing Education Credits ](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) #### When a user registers for an event, add them to a group and a mailing list Requires [ ![MailPoet](https://automatorplugin.com/wp-content/uploads/2020/09/mailpoet-icon.svg) MailPoet ](https://automatorplugin.com/integration/mailpoet/) [ ![Events Manager](https://automatorplugin.com/wp-content/uploads/2020/09/events-manager-icon.svg) Events Manager ](https://automatorplugin.com/integration/events-manager/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) #### When a user's event registration is pending, post a message in a Slack channel Requires [ ![Modern Events Calendar](https://automatorplugin.com/wp-content/uploads/2021/05/modern-events-calendar-icon-1.svg) Modern Events Calendar ](https://automatorplugin.com/integration/modern-events-calendar/) [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack ](https://automatorplugin.com/integration/slack/) #### When the user completes a course and fills out a form, register them for a webinar Requires [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![Caldera Forms](https://automatorplugin.com/wp-content/uploads/2019/01/caldera-forms-icon.svg) Caldera Forms ](https://automatorplugin.com/integration/caldera-forms/) [ ![Zoom Webinars](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Webinars ](https://automatorplugin.com/integration/zoom-webinars/) #### When the user purchases a WooCommerce product, register them for a webinar Requires [ ![Zoom Webinars](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Webinars ](https://automatorplugin.com/integration/zoom-webinars/) [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) #### When users download a file, send them a webinar invitation Requires [ ![GoTo Webinar](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) GoTo Webinar ](https://automatorplugin.com/integration/gotowebinar/) [ ![WordPress Download Manager](https://automatorplugin.com/wp-content/uploads/2022/08/wordpress-download-manager-icon.svg) WordPress Download Manager ](https://automatorplugin.com/integration/wp-download-manager/) #### When users register for an event, pass attendee details to KonnectzIT Requires [ ![KonnectzIT](https://automatorplugin.com/wp-content/uploads/2022/07/konnectzit-icon.svg) KonnectzIT ](https://automatorplugin.com/integration/konnectzit/) [ ![Amelia](https://automatorplugin.com/wp-content/uploads/2022/02/amelia-icon.svg) Amelia ](https://automatorplugin.com/integration/amelia/) #### When users submit a form, add them to a Google Calendar event Requires [ ![WPForms](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg) WPForms ](https://automatorplugin.com/integration/wp-forms/) [ ![Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-icon.svg) Google Calendar ](https://automatorplugin.com/integration/google-calendar/) #### When users submit a form, register them in a webinar Requires [ ![Divi](https://automatorplugin.com/wp-content/uploads/2021/09/divi-icon.svg) Divi ](https://automatorplugin.com/integration/divi/) [ ![GoTo Webinar](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) GoTo Webinar ](https://automatorplugin.com/integration/gotowebinar/) \#3 — The implementation # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks**. You’ll never have to remember old code or worry about dangers to your site from a “bad code push”. ![](https://automatorplugin.com/wp-content/uploads/2024/04/webhooks-events-recipe-example-1024x767.png) The automation works like magic. I love the simplicity of the interface and the fact that it simply works. @dagenius20 [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/works-like-magic-57/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Automate Reporting](https://automatorplugin.com/automate-reporting/) **Published:** December 6, 2024 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2024/04/reporting-banner-v2-1024x693.png) Automate # Automate Reporting Manually compiling data in a spreadsheet is so last century. [Get started](https://automatorplugin.com/pricing/) \#1 — The problem # Reports in WordPress are fragmented Many WordPress plugins include their own built-in **reports** that make it easier to get up and running quickly. But given each business’ unique data collection and reporting needs, the **limitations** of these **inflexible reports** soon becomes apparent. And when you’re using 5 different plugins and need a report that incorporates data across all of them, you’re out of luck. ![](https://automatorplugin.com/wp-content/uploads/2024/04/reporting-problem-v2-1024x928.png) ![](https://automatorplugin.com/wp-content/uploads/2024/04/reporting-solution-1024x765.png) \#2 — The solution # Build reports with automation You need a tool that is as flexible—and fast—as you are. One of the most common uses of Uncanny Automator is to **push data** from your site directly into a ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) **Google Sheet** or ![Airtable](https://automatorplugin.com/wp-content/uploads/2022/07/airtable-icon.svg) **Airtable**. This lets you generate **custom reports** for any activity on your site, such as: eCommerce order, purchase, and inventory reports Completion reports for courses, lessons, topics and quizzes Membership reports Discussion forum activity reports User/Contact reports Form submission reports Uncanny Automator works with meta data for **users, posts, orders, courses, events** and much more, letting you build custom reports across plugins so you can see exactly what you need for your business. # Inspire yourself with examples Check out some of the **millions of automations** you can create with Uncanny Automator. With **automated reporting**, you can generate reports that would otherwise require expensive custom development. #### Create an instant report of everyone that has completed a specific lesson Requires [ ![Run now](https://automatorplugin.com/wp-content/uploads/2023/09/run-now-icon-1.svg) Run now ](https://automatorplugin.com/integration/run-now/) [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/) #### When a quote is created, pass the details to a Google Sheets report Requires [ ![Jetpack CRM](https://automatorplugin.com/wp-content/uploads/2022/09/jetpack-crm-icon.svg) Jetpack CRM ](https://automatorplugin.com/integration/jetpack-crm/) [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/) #### When users complete topics, build a completion report in Airtable Requires [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![Airtable](https://automatorplugin.com/wp-content/uploads/2022/07/airtable-icon.svg) Airtable ](https://automatorplugin.com/integration/airtable/) \#3 — The implementation # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks**. **Spend less time and money** generating and compiling your data and more time analyzing and capitalizing your business. ![](https://automatorplugin.com/wp-content/uploads/2024/04/reporting-recipe-example-1024x767.png) Easy to use, feature rich, and no negative impacts on speed. I love him! @gabrieluno [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/easy-to-use-feature-rich-and-no-negative-impacts-on-speed-i-love-him/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Automate Marketing](https://automatorplugin.com/automate-marketing/) **Published:** December 6, 2024 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2024/05/marketing-banner-1024x693.png) Automate # Automate Marketing Automate your marketing efforts to increase sales and reduce overhead. [Get started](https://automatorplugin.com/pricing/) \#1 — The problem # Don’t be a marketing zombie Modern-day marketing is a multidisciplinary practice that touches almost **every aspect of a business**. It’s also rife with **labor-intensive activities**, such as: Lead capture and segmentation Email and drip campaigns Promotions and sales Webinars Content publishing via blogging and social media In Facebook Pages, Twitter/X, LinkedIn, Instagram, etc. Direct engagement with customers Via blog, email, social media and support channels The repetitive nature of these tasks makes them the **perfect candidate for automation**. ![](https://automatorplugin.com/wp-content/uploads/2024/05/marketing-problem-3-1024x809.png) ![](https://automatorplugin.com/wp-content/uploads/2024/05/marketing-solution-1024x731.png) \#2 — The solution # Automate and accelerate **Uncanny Automator** can be used as a simple **standalone marketing** **automation system**, or integrate with CRMs and marketing tools like ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) **ActiveCampaign**, ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) **Mailchimp**, ![FluentCRM](https://automatorplugin.com/wp-content/uploads/2020/10/fluent-crm-icon.svg) **FluentCRM**, and many others to accelerate your marketing workflows. It enables **deep integration between your CRM and your WordPress site**. Here are a few examples: Send a promotional email to all **customers who purchased a specific product** When a link is clicked in an email, **tag the contact for a follow-up campaign** When a contact gets a tag, **send a follow-up email in one week** When a user clicks a button in an email, **automatically register them for a webinar** When a user submits a support ticket with specific keywords, **assign the ticket to a specific sales representative** The time saved with each automation can be redirected to **growing other areas of your business**, or simply **restoring your work/life balance**. # Inspire yourself with examples Check out some of the **millions of automations** you can create with Uncanny Automator #### Send a promotional email to all customers who purchased a specific product Requires [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) #### When a contact gets a tag, send a follow-up email in one week Requires [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) #### When a new blog post is published, automatically push it to a Facebook Page, a Facebook Group, Twitter and LinkedIn Requires [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![Facebook Groups (Deprecated)](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Groups (Deprecated) ](https://automatorplugin.com/integration/facebook-groups/) [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/) [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) #### When a user clicks a button in an email, automatically register them for a webinar Requires [ ![Zoom Webinars](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Webinars ](https://automatorplugin.com/integration/zoom-webinars/) #### When a user posts a comment on a specific blog post, send a notification in Slack for immediate follow-up Requires [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack ](https://automatorplugin.com/integration/slack/) #### When a user submits a support ticket with specific keywords, assign the ticket to a specific sales representative Requires [ ![Help Scout](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg) Help Scout ](https://automatorplugin.com/integration/help-scout/) #### When link is clicked in an email, tag the contact for a follow-up campaign Requires [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) Mailchimp ](https://automatorplugin.com/integration/mailchimp/) \#3 — The implementation # Get started with our intuitive, no-code recipe builder Create complex scenarios with **a few clicks** ![](https://automatorplugin.com/wp-content/uploads/2024/05/marketing-recipe-example-1024x767.png) This plugin is amazing. It has allowed me to do a ton of automation on a website we built. Far beyond what I even bought it for. @swamiofsuccess [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/plugin-is-great-but-the-support-is-outstanding/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Automate Blogging](https://automatorplugin.com/automate-blogging/) **Published:** December 6, 2024 **Author:** Dani **Content:** ![](https://automatorplugin.com/wp-content/uploads/2024/03/automate-blogging-banner-v3-1024x693.png) Automate # Automate Blogging Uncanny Automator takes the tedium out of blogging with WordPress. [Get started](https://automatorplugin.com/pricing/) \#1 — The problem # Stop blogging the hard way **WordPress** started out as a personal blogging platform. However, since those early days, running a successful blog has become much **more complex**, involving multiple plugins and themes, comment threads, regular contributors, blog and comment subscribers and more. Staying on top of it all has become a **full-time job**—and then some. But with Uncanny Automator, it doesn’t have to be. Here’s what the old, manual workflow might look like: When a new post is ready, the post author saves a draft and emails the blog owner to let them know. The blog owner reviews, then publishes the post. The blog owner emails a summary of the post to the blog’s email subscribers, with a link to the full post. The blog owner notifies their site’s affiliates of the new post. The blog owner posts an update to their bbPress discussion forum and BuddyBoss sitewide activity stream. The blog owner posts the article to Facebook, Instagram, X/Twitter and LinkedIn. ![](https://automatorplugin.com/wp-content/uploads/2024/03/blogging-poblem-1024x810.png) ![](https://automatorplugin.com/wp-content/uploads/2024/03/blogging-solution-v5-1024x705.png) \#2 — The solution # Let automation do the hard work Here’s what an automated version of the same workflow might look like: When a new post is ready, the post author saves a draft and the blog owner is *automatically* notified on Slack that a new post is ready to be published, with a link to the draft. The blog owner reviews, then publishes the post. Uncanny Automator *automatically* publishes the new post to the blog’s **Facebook Page**, **Twitter/X** account and **Linkedin company profile**, *automatically* emails the new post to the blog’s **email subscribers**, automatically emails **site affiliates** notifying them of the new post, and *automatically* posts an update to a specific **bbPress discussion forum** and the **BuddyBoss sitewide activity stream**. # Inspire yourself with examples Before Uncanny Automator, this level of automation was only possible with custom development and ongoing maintenance. Check out some of the **millions of automations** you can now create in minutes with Uncanny Automator. #### When a form is submitted, publish a photo on Instagram Requires [ ![Instagram](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-icon.svg) Instagram ](https://automatorplugin.com/integration/instagram/) [ ![Formidable Forms](https://automatorplugin.com/wp-content/uploads/2018/11/formidable-forms-icon.svg) Formidable Forms ](https://automatorplugin.com/integration/formidable-forms/) #### When a new blog article is published, share a post on Facebook Requires [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) #### When a new forum thread is created, tweet about it Requires [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/) #### When a new post is published, schedule it be posted on social the next day at 9 AM Requires [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![Date and Time](https://automatorplugin.com/wp-content/uploads/2024/03/date-time-icon-1.svg) Date and Time ](https://automatorplugin.com/integration/date-and-time/) #### When a post is published with a specific meta value, post a tweet Requires [ ![Meta Box](https://automatorplugin.com/wp-content/uploads/2022/07/meta-box-icon.svg) Meta Box ](https://automatorplugin.com/integration/meta-box/) [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/) #### When a user completes a series of courses, share a certificate photo on Instagram Requires [ ![LifterLMS](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg) LifterLMS ](https://automatorplugin.com/integration/lifterlms/) [ ![Instagram](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-icon.svg) Instagram ](https://automatorplugin.com/integration/instagram/) #### When new posts in a certain category go live, publish a post on LinkedIn Requires [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) #### When users complete a lesson, share the achievement on the company's LinkedIn page Requires [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) [ ![Thrive Apprentice](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-apprentice-icon.svg) Thrive Apprentice ](https://automatorplugin.com/integration/thrive-apprentice/) \#3 — The implementation # Get started with our intuitive, no-code recipe builder With Uncanny Automator you can build powerful automations in minutes using an intuitive GUI and a few clicks—no code! This is the new way of blogging with WordPress—welcome to the future. ![](https://automatorplugin.com/wp-content/uploads/2024/03/blogging-recipe-example-1024x768.png) I have no social media skills to speak of and this allows me to push all my posts out to Twitter and Facebook effortlessly. @scottprath [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) wp.org ](https://wordpress.org/support/topic/all-i-can-say-is-wow-7/) ## **Join over** 50,000 websites using Uncanny Automator [Get started](https://automatorplugin.com/pricing/) --- ### [Frequently Asked Questions](https://automatorplugin.com/faq/) **Published:** June 15, 2018 **Author:** Ryan Moore **Content:** # We’ve Got Answers! #### Do you have a free or demo version? Of course! The free version of Uncanny Automator is available for download at . It’s fully functional and all WordPress triggers and actions in the free version are completely unrestricted. You can even connect a [free, optional account](https://automatorplugin.com/knowledge-base/what-are-credits/) to unlock 250 credits to try out premium integrations. Adding the [Pro version](/pricing/) adds more triggers and actions, plus premium features like scheduled and conditional actions. #### What happens to tracked user activity if I delete a recipe? When you delete a recipe, EVERYTHING is deleted, including all trigger records in the system. Be very careful if you delete recipes, because there is simply no way to recover data associated with that recipe. (If a trigger is in more than one recipe, the recorded actions for the other recipe will still be retained; only records related to the recipe being deleted are affected.) #### What if I deactivate or remove a plugin associated with a recipe? If the plugin was included in any triggers, the recipe can no longer be completed. Actions will never run. The recipe will remain intact but will effectively become locked. If the plugin was associated with actions, those actions will simply be skipped. There is no way to trigger them again later, so be very careful about deactivating and deleting plugins associated with active recipes. #### Do recipes work with batch operations, like uploading users? Many batch operations in plugins skip the normal processes and Automator can’t recognize them. Anything that goes directly to the database, like user uploads, is an example of this. For some LMS plugins, bulk adding users to a course might also cause recipes tied to those behaviours to get skipped. There is unfortunately no way for us to change this behaviour; our Automator triggers rely on normal operations from the plugin integrations, which are sometimes skipped in batch operations. #### Is the Uncanny Automator GDPR Compliant? Uncanny Automator *can* be GDPR compliant, but whether or not it is for you depends on what data you capture and how you use it. If you have recipes that capture form data that includes personally identifiable information then you are likely to run into GDPR challenges. Always make sure to only capture as much information as you need to create recipes and no more, and if you do capture personally identifiable information in your recipes, make sure you make your users aware of it. #### What happens if I delete a trigger or action? Deleting triggers and actions live recipes is *always* risky and should be done with extreme caution. Triggers carry the most risk when multiple triggers are in a recipe. If a recipe has 2 triggers and some users have completed the first but not the second, if you delete the second trigger nothing will happen. The existing users that have trigger records will be stuck because there is no second trigger available to fire the recipe. In situations like this, you might consider replacing it with a second trigger that can easily be triggered by everyone, like a visit to the landing page where users arrive after they sign in. That will cause the recipe to fire for those historical users will ensuring other users are still excluded because of the first trigger. #### Will the Uncanny Automator slow down my site? The answer depends heavily on how you use Automator—if you have dozens of recipes, tens of thousands of users, and your recipes are very complex with many triggers and actions, then yes, there could be a marginal performance hit. Try to collect only as much data as you need; as an example, we discourage using the plugin as an analytics tool (e.g. setting up recipes to track all page visits across a site). For general use and in the vast majority of situations, you shouldn’t notice any performance impact while using Automator. #### Is the plugin translation friendly? Absolutely! The plugin was created with translation in mind and tested with a variety of translation plugins. We will support translation issues if you run into any. #### Does the plugin work in a multisite environment? It does! Make sure you use our Business or Unlimited plan though so what we can offer support for your Multisite installs. #### Can I upgrade my license after purchase? Absolutely! Your license can be upgraded at any time by paying the difference in cost between current license type and the new one. Please note that discounted upgrades are not prorated and do not extend the renewal date, so it’s best to upgrade shortly after the original purchase. #### What's your refund policy? We will issue full refunds for any reason as long as the request is made within the first 14 days following your first purchase. Refunds will not be issued if the request is made more than 14 days after purchase or a refund for Uncanny Automator has previously been issued. ## Have questions? Find out how the Uncanny Automator WordPress plugin can save you time and money while making your site easier to use and more personalized [Help Center](https://automatorplugin.com/article-categories/general/) --- ### [Small Business Saturday 2024](https://automatorplugin.com/small-business-saturday/) **Published:** November 15, 2024 **Author:** Dani **Content:** [![](https://automatorplugin.com/wp-content/uploads/2024/11/Automator-Website-Banners-Small-Business-Saturday-05.png)](/) **Small Business Saturday pricing ends in:** ## Get up to 50% off all Pro licenses All licenses include 1-year access to plugin updates and 1 year of premium help desk support. If you’re not happy with the plugin for any reason, reach out within 14 days of purchase and we’ll refund your money. AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f38795b9-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $599 $399 / mo billed annually at $4788 $2400 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / mo billed annually at $2988 $1200 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / mo billed annually at $1788 $600 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite normally $599 $399 / year\* $200 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / year\* $100 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / year\* $50 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \* You can change plans or cancel your subscription at any time. ## ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) 4.9/5 #### Average rating ## 1,200,000+ #### Downloads ## 185+ #### Integrations ## What are people saying about Uncanny Automator? Great things, of course. [![](https://secure.gravatar.com/avatar/0e85c0cc1577d15e360f99504f944410?s=200&d=retro&r=g)](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) [@crumpetchris](https://wordpress.org/support/topic/fantastic-plugin-with-1st-class-support/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has allowed me to completely automate my website… and save hundreds of hours of work. [![](https://secure.gravatar.com/avatar/c376545cd38567fb9c3c40b569e67062?s=200&d=retro&r=g)](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) [@chrisbadgett](https://wordpress.org/support/topic/solid-useful-plugin-kind-of-like-a-zapier-inside-the-wordpress-ecosystem/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Rock solid plugin! We recently tested it out in a bunch of different use cases. Worked perfectly. [![](https://secure.gravatar.com/avatar/3ab0c08b9c6d771bf129417989bea3cc?s=200&d=retro&r=g)](https://wordpress.org/support/topic/changed-my-business/) [@wpcrafter](https://wordpress.org/support/topic/changed-my-business/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) Automator has completely opened up what is possible with WordPress, Ecommerce, Online Courses, etc. [![](https://secure.gravatar.com/avatar/084242c99aea10d4e758b63678c013f9?s=200&d=retro&r=g)](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) [@petecs](https://wordpress.org/support/topic/great-simple-and-helpful-plugin/) ![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg)![](https://www.uncannyowl.com/wp-content/plugins/_uncanny-learndash-bundle/assets/img/icon-star.svg) This plugin has helped us automate many of the functions on our e-learning website. The plugin is reliable and the team behind it is very helpful. Featured on ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpbeginner-logo.png "wpbeginner-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpexplorer-logo.png "wpexplorer-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpmayor-logo.png "wpmayor-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wpcrafter-logo.png "wpcrafter-logo") ![](https://automatorplugin.com/wp-content/uploads/2020/11/wordpress-logo.png "wordpress-logo") ## FAQ **Who should use Uncanny Automator?** Automator can add value in minutes to any WordPress site, but it’s especially useful on sites where users have accounts. Membership sites, [elearning sites](https://automatorplugin.com/better-elearning-courses-with-wordpress/?utm_source=uncanny_automator_web&utm_medium=pricing&utm_content=faq_who_should_use), [ecommerce sites](https://automatorplugin.com/increase-wordpress-ecommerce-sales/?utm_source=uncanny_automator_web&utm_medium=pricing&utm_content=faq_who_should_use) and social sites are perfect fits. **Is a refund available if I’m unhappy?** Absolutely. If you’re unsatisfied for any reason, let us know within 14 days of purchase and we will issue a full refund for the purchase. **How is this different than Zapier?** While Zapier is a powerful service that interconnects SaaS apps, Automation Plugin interconnects WordPress plugins, WordPress websites, and SaaS apps that send or receive webhooks. Read a full comparison at . **Why am I being charged sales tax?** As Uncanny Owl is a Canadian company, we must charge sales tax to Canadian purchasers. Non-Canadians will not be charged tax. Please note that all purchases are in USD. **When does the Small Business Saturday sale end?** The Small Business Saturday deal runs from Saturday, November 30 at 12:00 AM Eastern time through Saturday, November 30 at 11:59 PM Eastern. **What integrations do you support?** All plugins along with their triggers and actions are listed here: . If it’s not in that list, we don’t currently support it. We are happy to consider new integration requests; you can submit product ideas at . **How do I request support?** Start by checking our [Knowledge Base](https://automatorplugin.com/knowledge-base/) to see if your issue or question is covered. If you need additional assistance, send us a ticket from inside your account after purchase, use one of the contact forms on this site or send an email to support@automatorplugin.com. **Can I add and remove sites using my license?** Yes you can. You can fully manage sites from inside your account on our website. --- ### [User Lists Addon](https://automatorplugin.com/user-lists-addon/) **Published:** April 25, 2024 **Author:** Ken Young **Content:** # Bring the power of email marketing to WordPress Today, WordPress is used as an eCommerce platform, a membership platform, an eLearning platform and much more. But because WordPress’ native email capabilities are almost non-existent, companies have had to resort to external solutions for basic email capabilities such as list and subscription management. The **User Lists Addon** changes that. Now, WordPress admins can leverage Uncanny Automator’s powerful integration capabilities along with the [Restrict Content](https://automatorplugin.com/restrict-content-addon/), [Custom User Fields](https://automatorplugin.com/custom-user-fields-addon/) and User Lists addons to build a tightly integrated, **fully automated business and marketing platform on WordPress**. ## A solution for automated, personalized messaging With the User Lists Addon, business owners can **segment their audiences** to provide high-value, *fully automated personalized communications* that respond to user behaviour. Segment users based on their interests, purchases, memberships, groups, course enrollments and more. Then create one time emails or drip campaigns tailored to each group. Or go beyond email and send **SMS (via Twilio)** and **WhatsApp** messages to your lists. ## Get started with the Uncanny Automator User Lists Addon. The User Lists Addon **makes it easy to segment your users** for various communication channels including email, SMS and WhatsApp or to simplify bulk operations. ### Create unlimited user lists **Create new lists** to segment your users based on their purchases, memberships, groups, courses and more. ![](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-addon-create-lists-1.png) ![](https://automatorplugin.com/wp-content/uploads/2024/04/Automator-User-Lists.jpg "Automator User Lists") ### Seamless integration with WordPress **View and manage user lists easily** in all of the places you would expect, like WordPress’ default edit user page. ![](https://automatorplugin.com/wp-content/uploads/2024/04/manage-user-lists-edit-use.png) ### Send personalized communications Use lists to **send personalized communications** to your lists across multiple channels, including **email, SMS** (via Twilio) and **WhatsApp.** ![](https://automatorplugin.com/wp-content/uploads/2024/04/send-bulk-emails-from-wordpress.png) ### Built-in list management Users can easily **manage their list subscriptions** from a WordPress page. Deep integration with Uncanny Automator enables subscription management links to work for users even if they’re logged out. ![](https://automatorplugin.com/wp-content/uploads/2024/04/wordpress-built-in-list-management.png) ### Seamless integration with Uncanny Automator Run **bulk actions** on segments of your users with the included loop filters. Bulk enroll segments in groups or courses, or send individual coupon codes to reward specific user segments. ![](https://automatorplugin.com/wp-content/uploads/2024/04/run-bulk-actions-wordpress.png) ## How do I get the User Lists Addon? **The User Lists Addon is included free** with every Uncanny Automator Plus or Elite license. [Get started](https://automatorplugin.com/pricing/) ## FAQ and resources Have a question about the Uncanny Automator User Lists Addon? We can help! [Is there a free version or demo?](#is-there-a-free-version-or-demo) While Uncanny Automator is a [free plugin](https://wordpress.org/plugins/uncanny-automator/) available on WordPress.org, there is no free version or demo of the User Lists Addon. [Upgrade to a Plus or Elite license](/pricing/) for the User Lists Addon as well as all Pro features like delays, scheduling, conditions, user creation and more. All paid licenses also add hundreds of additional triggers, actions and tokens. [Who should use the User Lists Addon?](#who-should-use-the-user-lists-addon) Anyone looking for a simple segmentation tool for their WordPress users would benefit from the User Lists Addon. Segment users for communications, bulk operations, or simply a way to organize users. [Who should not use the User Lists Addon?](#who-should-not-use-the-user-lists-addon) If you’re looking to manage lists of contacts—that is, people who do not have user accounts on your WordPress site—this plugin probably isn’t the right solution for you. The User Lists Addon does not currently have any contact management capabilities. [Do I need coding skills to create user lists?](#do-i-need-coding-skills-to-create-user-lists) With the User Lists Addon, anyone can add user lists in seconds—no coding skills needed! Use a simple GUI to add, remove or edit user lists. Lists are automatically made available in the most useful locations and screens. [Are there limits to the number of user lists?](#are-there-limits-to-the-number-of-user-lists) No! Once you’ve installed the User Lists addon, you can create as many user lists as you need. [Where can I find out more about the User Lists Addon?](#where-can-i-find-out-more-about-the-user-lists-addon) Check out the [Knowledge Base articles](https://automatorplugin.com/article-categories/user-lists-addon/) for additional info on the User Lists Addon. [What's your refund policy?](#whats-your-refund-policy) We offer a 14-day, no questions asked refund policy for all paid license purchases. There’s no risk to trying out Uncanny Automator! --- ### [Automator WordPress Plugin Integrations](https://automatorplugin.com/integrations/) **Published:** March 26, 2018 **Author:** Ryan Moore **Content:** [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/academy-lms-icon.svg) Academy LMS ](https://automatorplugin.com/?post_type=integration&p=302044) [ ![](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/08/acymailing-icon.svg) AcyMailing ](https://automatorplugin.com/integration/acymailing/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/08/advanced-a-icon.svg) Advanced Ads ](https://automatorplugin.com/integration/advanced-ads/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/05/advancedcoupons-icon.svg) Advanced Coupons ](https://automatorplugin.com/integration/advanced-coupons/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/10/advanced-custom-fields-icon.svg) Advanced Custom Fields ](https://automatorplugin.com/integration/advanced-custom-fields/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/01/affiliatewp-icon.svg) AffiliateWP ](https://automatorplugin.com/integration/affiliatewp/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/ai-engine-icon.svg) AI Engine ](https://automatorplugin.com/?post_type=integration&p=302284) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/airtable-icon.svg) Airtable ](https://automatorplugin.com/integration/airtable/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/03/akismet-icon.svg) Akismet ](https://automatorplugin.com/?post_type=integration&p=126221) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/aioseo-icon.svg) All in One SEO ](https://automatorplugin.com/integration/all-in-one-seo/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/all-in-one-wp-migration-icon.svg) All-in-One WP Migration ](https://automatorplugin.com/integration/all-in-one-wp-migration/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/02/amelia-icon.svg) Amelia ](https://automatorplugin.com/integration/amelia/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/anspress-icon.svg) AnsPress ](https://automatorplugin.com/?post_type=integration&p=301998) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/claude-icon.svg) Anthropic ](https://automatorplugin.com/integration/anthropic/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/appointment-hour-booking-icon.svg) Appointment Hour Booking ](https://automatorplugin.com/?post_type=integration&p=302049) [ ![](https://automatorplugin.com/wp-content/uploads/2023/07/armember-icon-v2.svg) ARMember ](https://automatorplugin.com/integration/armember/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/asana-icon.svg) Asana ](https://automatorplugin.com/integration/asana/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/asgaros-forum-icon.svg) Asgaros Forum ](https://automatorplugin.com/?post_type=integration&p=220247) [ ![](https://automatorplugin.com/wp-content/uploads/2022/08/automator-core-icon.svg) Automator Core ](https://automatorplugin.com/integration/automator-core/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/09/automator-for-paypal-icon.svg) Automator for PayPal ](https://automatorplugin.com/integration/automator-for-paypal/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/03/aweber-icon.svg) AWeber ](https://automatorplugin.com/integration/aweber/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/integration-badgeos-icon.svg) BadgeOS ](https://automatorplugin.com/integration/badgeos/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/bbpress-icon.svg) bbPress ](https://automatorplugin.com/integration/bbpress/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/beaver-builder-icon.svg) Beaver Builder ](https://automatorplugin.com/integration/beaver-builder/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/better-messages-icon.svg) Better Messages ](https://automatorplugin.com/?post_type=integration&p=302046) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/bit-form-icon.svg) Bit Form ](https://automatorplugin.com/?post_type=integration&p=302266) [ ![](https://automatorplugin.com/wp-content/uploads/2023/05/bitly-icon.svg) Bitly ](https://automatorplugin.com/integration/bitly/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/02/bluesky-icon.svg) Bluesky ](https://automatorplugin.com/integration/bluesky/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/bookingpress-icon.svg) BookingPress ](https://automatorplugin.com/?post_type=integration&p=302013) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/bookly-icon.svg) Bookly ](https://automatorplugin.com/?post_type=integration&p=162638) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/bookly-icon.svg) Bookly ](https://automatorplugin.com/?post_type=integration&p=302276) [ ![](https://automatorplugin.com/wp-content/uploads/2023/06/brevo-icon.svg) Brevo ](https://automatorplugin.com/integration/brevo/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/bricks-builder-icon.svg) Bricks Builder ](https://automatorplugin.com/integration/bricks-builder/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/buddypress-icon.svg) BuddyPress ](https://automatorplugin.com/integration/buddypress/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/business-directory-icon.svg) Business Directory ](https://automatorplugin.com/?post_type=integration&p=220238) [ ![](https://automatorplugin.com/wp-content/uploads/2019/01/caldera-forms-icon.svg) Caldera Forms ](https://automatorplugin.com/integration/caldera-forms/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/campaign-monitor-icon.svg) Campaign Monitor ](https://automatorplugin.com/integration/campaign-monitor/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/cart-flows-icon.svg) CartFlows ](https://automatorplugin.com/integration/cartflows/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/04/charitable-icon.svg) Charitable ](https://automatorplugin.com/integration/charitable/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/12/clickup-icon.svg) ClickUp ](https://automatorplugin.com/integration/clickup/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/cloudflare-icon.svg) Cloudflare ](https://automatorplugin.com/integration/cloudflare/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/cloudways-icon.svg) Cloudways ](https://automatorplugin.com/integration/cloudways/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/code-snippets-icon.svg) Code Snippets ](https://automatorplugin.com/integration/code-snippets/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/cohere-icon.svg) Cohere ](https://automatorplugin.com/integration/cohere/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/09/constant-contact-icon.svg) Constant Contact ](https://automatorplugin.com/integration/constant-contact/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/06/contact-form-7.svg) Contact Form 7 ](https://automatorplugin.com/integration/contact-form-7/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/contact-form-7-database-addon-icon.svg) Contact Form 7 Database Addon ](https://automatorplugin.com/?post_type=integration&p=302348) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/convertpro-icon.svg) Convert Pro ](https://automatorplugin.com/?post_type=integration&p=302288) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/coupon-affiliates-icon.svg) Coupon Affiliates ](https://automatorplugin.com/?post_type=integration&p=302286) [ ![](https://automatorplugin.com/wp-content/uploads/2024/10/csv-icon.svg) CSV ](https://automatorplugin.com/integration/csv/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/10/custom-action-icon-1.svg) Custom Action ](https://automatorplugin.com/integration/custom-action/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-fields-icon-1.svg) Custom User Fields ](https://automatorplugin.com/integration/custom-user-fields-addon/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/05/database-query-icon.svg) Database Query ](https://automatorplugin.com/integration/database-query/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/03/date-time-icon-1.svg) Date and Time ](https://automatorplugin.com/integration/date-and-time/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/deepseek-icon.svg) DeepSeek ](https://automatorplugin.com/?post_type=integration&p=199600) [ ![](https://automatorplugin.com/wp-content/uploads/2024/10/discord-icon.svg) Discord ](https://automatorplugin.com/integration/discord/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/09/divi-icon.svg) Divi ](https://automatorplugin.com/integration/divi/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/docusign-icon.svg) Docusign ](https://automatorplugin.com/?post_type=integration&p=185019) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/dokan-icon.svg) Dokan ](https://automatorplugin.com/?post_type=integration&p=301994) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/drip-icon.svg) Drip ](https://automatorplugin.com/integration/drip/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/01/dropbox-icon.svg) Dropbox ](https://automatorplugin.com/?post_type=integration&p=154855) [ ![](https://automatorplugin.com/wp-content/uploads/2025/01/duplicator-icon.svg) Duplicator ](https://automatorplugin.com/integration/duplicator/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/04/dynamic-content-icon.svg) Dynamic Content ](https://automatorplugin.com/integration/dynamic-content/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/easy-affiliate-icon.svg) Easy Affiliate ](https://automatorplugin.com/integration/easy-affiliate/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) Easy Digital Downloads ](https://automatorplugin.com/integration/easy-digital-downloads/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/easy-wp-smtp-icon.svg) Easy WP SMTP ](https://automatorplugin.com/integration/easy-wp-smtp/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) EDD - Recurring Payments ](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) EDD - Software Licensing ](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/09/elementor-icon.svg) Elementor Pro ](https://automatorplugin.com/integration/elementor/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/eventin-icon.svg) Eventin ](https://automatorplugin.com/integration/eventin/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/09/events-manager-icon.svg) Events Manager ](https://automatorplugin.com/integration/events-manager/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/09/everest-forms-icon.svg) Everest Forms ](https://automatorplugin.com/integration/everest-forms/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/07/exactmetrics-icon.svg) ExactMetrics ](https://automatorplugin.com/integration/exactmetrics/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Groups (Deprecated) ](https://automatorplugin.com/integration/facebook-groups/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/04/facebook-lead-ads-icon.svg) Facebook Lead Ads ](https://automatorplugin.com/integration/facebook-lead-ads/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/favorites-icon.svg) Favorites ](https://automatorplugin.com/?post_type=integration&p=302842) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/wp-fluent-forms-icon.svg) Fluent Forms ](https://automatorplugin.com/integration/wp-fluent-forms/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/05/fluent-support-icon.svg) Fluent Support ](https://automatorplugin.com/integration/fluent-support/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/fluentaffiliate-icon.svg) FluentAffiliate ](https://automatorplugin.com/?post_type=integration&p=302278) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-boards-icon.svg) FluentBoards ](https://automatorplugin.com/integration/fluentboards/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/06/fluentbooking-icon.svg) FluentBooking ](https://automatorplugin.com/integration/fluentbooking/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-cart-icon.svg) FluentCart ](https://automatorplugin.com/integration/fluentcart/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/fluentcommunity-icon.svg) FluentCommunity ](https://automatorplugin.com/integration/fluentcommunity/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/10/fluent-crm-icon.svg) FluentCRM ](https://automatorplugin.com/integration/fluentcrm/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/fluentsmtp-icon.svg) FluentSMTP ](https://automatorplugin.com/?post_type=integration&p=302262) [ ![](https://automatorplugin.com/wp-content/uploads/2023/05/formatter-icon.svg) Formatter ](https://automatorplugin.com/integration/formatter/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/11/formidable-forms-icon.svg) Formidable Forms ](https://automatorplugin.com/integration/formidable-forms/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/05/forminator-icon.svg) Forminator ](https://automatorplugin.com/integration/forminator/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/forumwp-icon.svg) ForumWP ](https://automatorplugin.com/?post_type=integration&p=302004) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/freshbooks-icon.svg) Freshbooks ](https://automatorplugin.com/?post_type=integration&p=185070) [ ![](https://automatorplugin.com/wp-content/uploads/2022/05/autonami-icon.svg) FunnelKit Automations ](https://automatorplugin.com/integration/autonami/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/11/gamipress-icon.svg) GamiPress ](https://automatorplugin.com/integration/gamipress/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/03/generator-icon.svg) Generator ](https://automatorplugin.com/integration/generator/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/geo-directory-icon.svg) GeoDirectory ](https://automatorplugin.com/?post_type=integration&p=220219) [ ![](https://automatorplugin.com/wp-content/uploads/2024/03/getresponse-icon.svg) GetResponse ](https://automatorplugin.com/integration/getresponse/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/01/github-icon.svg) GitHub ](https://automatorplugin.com/integration/github/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/08/givewp.svg) GiveWP ](https://automatorplugin.com/integration/givewp/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/gmail-icon.svg) Gmail ](https://automatorplugin.com/?post_type=integration&p=220023) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/google-analytics-icon.svg) Google Analytics ](https://automatorplugin.com/?post_type=integration&p=185092) [ ![](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-icon.svg) Google Calendar ](https://automatorplugin.com/integration/google-calendar/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/08/google-contacts-icon.svg) Google Contacts ](https://automatorplugin.com/integration/google-contacts/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/google-docs-icon.svg) Google Docs ](https://automatorplugin.com/?post_type=integration&p=220025) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/google-forms-icon.svg) Google Forms ](https://automatorplugin.com/?post_type=integration&p=220020) [ ![](https://automatorplugin.com/wp-content/uploads/2025/06/google-gemini-icon.svg) Google Gemini ](https://automatorplugin.com/integration/gemini/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets Web App ](https://automatorplugin.com/integration/sheets-web-app/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/google-tasks-icon.svg) Google Tasks ](https://automatorplugin.com/?post_type=integration&p=220018) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) GoTo Meeting ](https://automatorplugin.com/integration/gotomeeting/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) GoTo Training ](https://automatorplugin.com/integration/gototraining/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) GoTo Webinar ](https://automatorplugin.com/integration/gotowebinar/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/gravity-flow-icon.svg) Gravity Flow ](https://automatorplugin.com/?post_type=integration&p=220217) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/gravity-forms-icon.svg) Gravity Forms ](https://automatorplugin.com/integration/gravity-forms/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/05/gravitykit-icon.svg) GravityKit ](https://automatorplugin.com/integration/gravitykit/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/07/groundhogg-icon-1.svg) Groundhogg ](https://automatorplugin.com/integration/groundhogg/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/08/h5p.svg) H5P ](https://automatorplugin.com/integration/h5p/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/09/happyforms-icon.svg) HappyForms ](https://automatorplugin.com/integration/happyforms/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg) Help Scout ](https://automatorplugin.com/integration/help-scout/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/12/heroic-knowledge-base-icon.svg) Heroic Knowledge Base ](https://automatorplugin.com/integration/heroic-knowledge-base/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/09/hubspot-icon.svg) HubSpot ](https://automatorplugin.com/integration/hubspot/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/12/ifttt-icon.svg) IFTTT ](https://automatorplugin.com/integration/ifttt/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-icon.svg) Instagram ](https://automatorplugin.com/integration/instagram/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/12/integrately-icon.svg) Integrately ](https://automatorplugin.com/integration/integrately/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/09/integromat-icon.svg) Integromat ](https://automatorplugin.com/integration/integromat/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/jetbooking-icon.svg) JetBooking ](https://automatorplugin.com/?post_type=integration&p=302016) [ ![](https://automatorplugin.com/wp-content/uploads/2022/08/jetengine-icon.svg) JetEngine ](https://automatorplugin.com/integration/jetengine/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/08/jetformbuildericon.svg) JetFormBuilder ](https://automatorplugin.com/integration/jetformbuilder/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/09/jetpack-crm-icon.svg) Jetpack CRM ](https://automatorplugin.com/integration/jetpack-crm/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/jira-icon.svg) Jira ](https://automatorplugin.com/?post_type=integration&p=185014) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/jobboardwp-icon.svg) JobBoardWP ](https://automatorplugin.com/?post_type=integration&p=302002) [ ![](https://automatorplugin.com/wp-content/uploads/2024/10/json-icon.svg) JSON ](https://automatorplugin.com/integration/json/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/02/kadence-icon.svg) Kadence ](https://automatorplugin.com/integration/kadence/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/keap-icon.svg) Keap ](https://automatorplugin.com/integration/keap/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/kinsta-icon.svg) Kinsta ](https://automatorplugin.com/integration/kinsta/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/kit-icon.svg) Kit ](https://automatorplugin.com/integration/convertkit/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/konnectzit-icon.svg) KonnectzIT ](https://automatorplugin.com/integration/konnectzit/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/late-point-icon.svg) LatePoint ](https://automatorplugin.com/?post_type=integration&p=220040) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/leaky-paywall-icon.svg) Leaky Paywall ](https://automatorplugin.com/?post_type=integration&p=302000) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash Achievements ](https://automatorplugin.com/integration/learndash-achievements/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/11/learnpress-icon-2.svg) LearnPress ](https://automatorplugin.com/integration/learnpress/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg) LifterLMS ](https://automatorplugin.com/integration/lifterlms/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/06/lindris-icon.svg) Lindris ](https://automatorplugin.com/?post_type=integration&p=201896) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/litespeed-icon.svg) LiteSpeed Cache ](https://automatorplugin.com/integration/litespeed-cache/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/08/logging-icon-1.svg) Logging ](https://automatorplugin.com/integration/logging/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/loginizer-icon.svg) Loginizer ](https://automatorplugin.com/integration/loginizer/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/loop-icon.svg) Loop ](https://automatorplugin.com/integration/loop/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/03/magic-button-icon.svg) Magic Button ](https://automatorplugin.com/integration/magic-button/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) Mailchimp ](https://automatorplugin.com/integration/mailchimp/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/10/mailerlite-icon.svg) MailerLite ](https://automatorplugin.com/integration/mailerlite/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/12/mailerlite-classic-icon.svg) MailerLite Classic ](https://automatorplugin.com/?post_type=integration&p=118421) [ ![](https://automatorplugin.com/wp-content/uploads/2020/09/mailpoet-icon.svg) MailPoet ](https://automatorplugin.com/integration/mailpoet/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/04/mailster-icon.svg) Mailster ](https://automatorplugin.com/integration/mailster/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/mailtrap-icon.svg) Mailtrap ](https://automatorplugin.com/?post_type=integration&p=300421) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/mainwp-icon.svg) MainWP ](https://automatorplugin.com/?post_type=integration&p=302270) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/make-icon.svg) Make ](https://automatorplugin.com/integration/make/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/masteriyo-lms-icon.svg) Masteriyo LMS ](https://automatorplugin.com/?post_type=integration&p=220038) [ ![](https://automatorplugin.com/wp-content/uploads/2020/10/masterstudy-lms.svg) MasterStudy LMS ](https://automatorplugin.com/integration/masterstudy-lms/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/03/mautic-icon.svg) Mautic ](https://automatorplugin.com/integration/mautic/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/memberdash-icon.svg) MemberDash ](https://automatorplugin.com/?post_type=integration&p=300976) [ ![](https://automatorplugin.com/wp-content/uploads/2023/07/memberium-icon.svg) Memberium for ActiveCampaign ](https://automatorplugin.com/?post_type=integration&p=139281) [ ![](https://automatorplugin.com/wp-content/uploads/2023/07/memberium-icon.svg) Memberium for Keap ](https://automatorplugin.com/integration/memberium-keap/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/07/membermouse-icon.svg) MemberMouse ](https://automatorplugin.com/integration/membermouse/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) MemberPress ](https://automatorplugin.com/integration/memberpress/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/02/memberpress-courses.svg) MemberPress Courses ](https://automatorplugin.com/integration/memberpress-courses/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/meta-box-icon.svg) Meta Box ](https://automatorplugin.com/integration/meta-box/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/metform-icon.svg) MetForm ](https://automatorplugin.com/?post_type=integration&p=302260) [ ![](https://automatorplugin.com/wp-content/uploads/2022/11/microsoft-teams-icon.svg) Microsoft Teams ](https://automatorplugin.com/integration/microsoft-teams/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/mistral-icon.svg) Mistral AI ](https://automatorplugin.com/integration/mistral/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/05/modern-events-calendar-icon-1.svg) Modern Events Calendar ](https://automatorplugin.com/integration/modern-events-calendar/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/monsterinsights-icon.svg) MonsterInsights ](https://automatorplugin.com/integration/monsterinsights/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/mycred-icon.svg) myCred ](https://automatorplugin.com/integration/mycred/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/new-user-approve-icon.svg) New User Approve ](https://automatorplugin.com/?post_type=integration&p=302051) [ ![](https://automatorplugin.com/wp-content/uploads/2020/11/newsletter-icon.svg) Newsletter ](https://automatorplugin.com/integration/newsletter/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/10/ninjaforms-icon.png) Ninja Forms ](https://automatorplugin.com/integration/ninja-forms/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/ninja-tables-icon.svg) Ninja Tables ](https://automatorplugin.com/?post_type=integration&p=302254) [ ![](https://automatorplugin.com/wp-content/uploads/2023/08/notion-icon.svg) Notion ](https://automatorplugin.com/integration/notion/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/ontraport-icon.svg) Ontraport ](https://automatorplugin.com/integration/ontraport/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/12/optinmonster-icon.svg) OptinMonster ](https://automatorplugin.com/integration/optinmonster/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/pabbly-icon.svg) Pabbly Connect ](https://automatorplugin.com/integration/pabbly-connect/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/paid-membership-subscriptions-icon.svg) Paid Membership Subscriptions ](https://automatorplugin.com/?post_type=integration&p=300907) [ ![](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg) Paid Memberships Pro ](https://automatorplugin.com/integration/paid-memberships-pro/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/02/peepso-icon.svg) PeepSo ](https://automatorplugin.com/integration/peepso/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/perplexity-icon.svg) Perplexity ](https://automatorplugin.com/integration/perplexity/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/pinterest-icon.svg) Pinterest ](https://automatorplugin.com/?post_type=integration&p=185021) [ ![](https://automatorplugin.com/wp-content/uploads/2024/10/plugin-actions-1.svg) Plugin Actions ](https://automatorplugin.com/integration/plugin-actions/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/11/popup-maker-icon-1.svg) Popup Maker ](https://automatorplugin.com/integration/popup-maker/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/post-smtp-icon.svg) Post SMTP ](https://automatorplugin.com/integration/post-smtp/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/pressprimer-quiz-icon.svg) PressPrimer Assignment ](https://automatorplugin.com/integration/pressprimer-assignment/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/pressprimer-quiz-icon.svg) PressPrimer Quiz ](https://automatorplugin.com/integration/pressprimer-quiz/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/03/presto-player-icon.svg) Presto Player ](https://automatorplugin.com/integration/presto-player/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/04/pretty-links-icon.svg) PrettyLinks ](https://automatorplugin.com/integration/pretty-links/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/profile-builder-icon.svg) Profile Builder ](https://automatorplugin.com/?post_type=integration&p=300905) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/profilepress-icon.svg) ProfilePress ](https://automatorplugin.com/?post_type=integration&p=302256) [ ![](https://automatorplugin.com/wp-content/uploads/2023/05/pushengage-icon.svg) PushEngage ](https://automatorplugin.com/?post_type=integration&p=133930) [ ![](https://automatorplugin.com/wp-content/uploads/2024/03/qr-code-icon-1.svg) QR Code ](https://automatorplugin.com/integration/qr-code/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/quickbooks-icon.svg) QuickBooks Online ](https://automatorplugin.com/integration/quickbooks-online/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/quiz-maker-pro-icon.svg) Quiz Maker by AYS ](https://automatorplugin.com/integration/quiz-maker-by-ays/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/03/rafflepress-icon.svg) RafflePress ](https://automatorplugin.com/integration/rafflepress/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/rank-math-icon.svg) Rank Math SEO ](https://automatorplugin.com/integration/rank-math-seo/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/really-simple-security-icon.svg) Really Simple Security ](https://automatorplugin.com/integration/really-simple-security/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/redirection-icon.svg) Redirection ](https://automatorplugin.com/integration/redirection/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/registration-magic-icon.svg) RegistrationMagic ](https://automatorplugin.com/?post_type=integration&p=300903) [ ![](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-icon-1.svg) Restrict Content ](https://automatorplugin.com/integration/restrict-content-addon/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/11/restrict-content-pro.svg) Restrict Content Pro ](https://automatorplugin.com/integration/restrict-content/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/02/rss-feed-icon.svg) RSS feed ](https://automatorplugin.com/integration/rss-feed/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/03/run-code-icon.svg) Run Code ](https://automatorplugin.com/integration/run-code/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/09/run-now-icon-1.svg) Run now ](https://automatorplugin.com/integration/run-now/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/09/salesforce-icon.svg) Salesforce ](https://automatorplugin.com/integration/salesforce/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/saveto-wishlist-icon.svg) SaveTo Wishlist ](https://automatorplugin.com/integration/saveto-wishlist/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-icon.svg) Schedule ](https://automatorplugin.com/integration/schedule/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/security-optimizer-icon.svg) Security Optimizer ](https://automatorplugin.com/integration/sg-security/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/09/seedprod-icon.svg) SeedProd ](https://automatorplugin.com/integration/seedprod/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/09/sendy-icon.svg) Sendy ](https://automatorplugin.com/integration/sendy/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/sensei-lms-icon.svg) Sensei LMS ](https://automatorplugin.com/?post_type=integration&p=300849) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/shipstation-icon.svg) ShipStation ](https://automatorplugin.com/?post_type=integration&p=302350) [ ![](https://automatorplugin.com/wp-content/uploads/2024/01/shopify-icon.svg) Shopify ](https://automatorplugin.com/?post_type=integration&p=154844) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/simply-schedule-appointments-icon.svg) Simply Schedule Appointments ](https://automatorplugin.com/?post_type=integration&p=302272) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/site-kit-icon.svg) Site Kit by Google ](https://automatorplugin.com/integration/site-kit-by-google/) [ ![]() SkyVerge ](https://automatorplugin.com/?post_type=integration&p=171209) [ ![](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) Slack ](https://automatorplugin.com/integration/slack/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/02/slicewp-icon.svg) SliceWP ](https://automatorplugin.com/integration/slicewp/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/smartcrawl-icon.svg) SmartCrawl ](https://automatorplugin.com/?post_type=integration&p=300651) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/smush-icon.svg) Smush ](https://automatorplugin.com/integration/smush/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/spectra-icon.svg) Spectra ](https://automatorplugin.com/?post_type=integration&p=302264) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/speed-optimizer-icon.svg) Speed Optimizer ](https://automatorplugin.com/integration/sg-optimizer/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/sportspress-icon.svg) SportsPress ](https://automatorplugin.com/?post_type=integration&p=300646) [ ![](https://automatorplugin.com/wp-content/uploads/2026/01/sso-login-icon.svg) SSO Login ](https://automatorplugin.com/?post_type=integration&p=215444) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/stripe-icon.svg) Stripe ](https://automatorplugin.com/integration/stripe/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/04/studiocart-icon.svg) Studiocart ](https://automatorplugin.com/integration/studiocart/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/sucuri-security-icon.svg) Sucuri Security ](https://automatorplugin.com/integration/sucuri-security/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/sugar-calendar-lite-events-icon.svg) Sugar Calendar ](https://automatorplugin.com/integration/sugar-calendar/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/supportcandy-icon.svg) SupportCandy ](https://automatorplugin.com/?post_type=integration&p=302268) [ ![](https://automatorplugin.com/wp-content/uploads/2022/08/surecart-icon.svg) SureCart ](https://automatorplugin.com/integration/surecart/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/surecontact-icon.svg) SureContact ](https://automatorplugin.com/?post_type=integration&p=302282) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/surecookie-icon.svg) SureCookie ](https://automatorplugin.com/?post_type=integration&p=302006) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/suredash-icon.svg) SureDash ](https://automatorplugin.com/?post_type=integration&p=302280) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/suredonation-icon.svg) SureDonation ](https://automatorplugin.com/?post_type=integration&p=302010) [ ![](https://automatorplugin.com/wp-content/uploads/2025/06/sureforms-icon.svg) SureForms ](https://automatorplugin.com/integration/sureforms/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/suremail-icon.svg) SureMail ](https://automatorplugin.com/?post_type=integration&p=302258) [ ![](https://automatorplugin.com/wp-content/uploads/2023/09/suremembers-icon.svg) SureMembers ](https://automatorplugin.com/integration/suremembers/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/surerank-seo-icon.svg) SureRank SEO ](https://automatorplugin.com/?post_type=integration&p=302008) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/woocommerce.svg) Teams for WooCommerce Memberships ](https://automatorplugin.com/?post_type=integration&p=171221) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/telegram-icon.svg) Telegram ](https://automatorplugin.com/integration/telegram/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg) The Events Calendar ](https://automatorplugin.com/integration/the-events-calendar/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/10/threads-icon.svg) Threads ](https://automatorplugin.com/integration/threads/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-apprentice-icon.svg) Thrive Apprentice ](https://automatorplugin.com/integration/thrive-apprentice/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/10/thrive-architect-icon.svg) Thrive Architect ](https://automatorplugin.com/integration/thrive-architect/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-leads-icon.svg) Thrive Leads ](https://automatorplugin.com/integration/thrive-leads/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-ovation-icon.svg) Thrive Ovation ](https://automatorplugin.com/integration/thrive-ovation/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-quiz-builder-icon.svg) Thrive Quiz Builder ](https://automatorplugin.com/integration/thrive-quiz-builder/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-theme-builder-icon.svg) Thrive Theme Builder ](https://automatorplugin.com/integration/thrive-theme-builder/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/11/thrive-ultimatum-icon.svg) Thrive Ultimatum ](https://automatorplugin.com/integration/thrive-ultimatum/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/05/thrivecart-icon.svg) ThriveCart ](https://automatorplugin.com/integration/thrivecart/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) Tin Canny Reporting ](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/11/trello-icon.svg) Trello ](https://automatorplugin.com/integration/trello/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/03/trustpulse-icon.svg) TrustPulse ](https://automatorplugin.com/?post_type=integration&p=127892) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/tutorlms-icon.svg) Tutor LMS ](https://automatorplugin.com/integration/tutor-lms/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/twilio-icon.svg) Twilio ](https://automatorplugin.com/integration/twilio/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/07/typeform-icon.svg) Typeform ](https://automatorplugin.com/integration/typeform/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/05/ultimate-member-icon.svg) Ultimate Member ](https://automatorplugin.com/integration/ultimate-member/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/ultimate-membership-pro-icon.svg) Ultimate Membership Pro ](https://automatorplugin.com/?post_type=integration&p=185190) [ ![](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) Uncanny Codes ](https://automatorplugin.com/integration/uncanny-codes/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) Uncanny Continuing Education Credits ](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) Uncanny Groups ](https://automatorplugin.com/integration/uncanny-groups/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) Uncanny Toolkit ](https://automatorplugin.com/integration/uncanny-toolkit/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/07/upsell-plugin.svg) Upsell Plugin ](https://automatorplugin.com/integration/upsell-plugin/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/02/url-icon-1.svg) URL ](https://automatorplugin.com/integration/url/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-icon-1.svg) User Lists ](https://automatorplugin.com/integration/user-lists-addon/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/03/user-tags-icon.svg) User Tags Addon ](https://automatorplugin.com/?post_type=integration&p=216789) [ ![](https://automatorplugin.com/wp-content/uploads/2023/07/userfeedback-icon.svg) UserFeedback ](https://automatorplugin.com/integration/userfeedback/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/userswp-icon.svg) UsersWP ](https://automatorplugin.com/?post_type=integration&p=300642) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/w3-total-cache-icon.svg) W3 Total Cache ](https://automatorplugin.com/integration/w3-total-cache/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/02/webhooks-icon-1.svg) Webhooks ](https://automatorplugin.com/integration/webhooks/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/12/whatsapp-icon.svg) WhatsApp ](https://automatorplugin.com/integration/whatsapp/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/12/wholesale-suite.svg) Wholesale Suite ](https://automatorplugin.com/integration/wholesale-suite/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/08/wishlist.svg) Wishlist Member ](https://automatorplugin.com/integration/wishlist-member/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/11/woo-booking-icon.svg) Woo Bookings ](https://automatorplugin.com/integration/woocommerce-bookings/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo Memberships ](https://automatorplugin.com/integration/woocommerce-memberships/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/12/woo-shipstation-icon.svg) Woo ShipStation ](https://automatorplugin.com/integration/woocommerce-shipstation/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/01/woo-subscriptions-icon-2.svg) Woo Subscriptions ](https://automatorplugin.com/integration/woocommerce-subscriptions/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/woocommerce-pdf-invoices-packing-slips-icon.svg) WooCommerce PDF Invoices & Packing Slips ](https://automatorplugin.com/?post_type=integration&p=302102) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/wordfence-icon.svg) Wordfence Security ](https://automatorplugin.com/integration/wordfence-security/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Core ](https://automatorplugin.com/integration/wordpress-core/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/08/wordpress-download-manager-icon.svg) WordPress Download Manager ](https://automatorplugin.com/integration/wp-download-manager/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WordPress Multisite ](https://automatorplugin.com/integration/wordpress-multisite/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/06/wp-activity-log.svg) WP Activity Log ](https://automatorplugin.com/integration/wp-activity-log/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) WP Admin ](https://automatorplugin.com/integration/wp-admin/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/11/wp-all-import-icon.svg) WP All Export ](https://automatorplugin.com/?post_type=integration&p=108389) [ ![](https://automatorplugin.com/wp-content/uploads/2022/11/wp-all-import-icon.svg) WP All Import ](https://automatorplugin.com/integration/wp-all-import/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/05/bitly-icon.svg) WP Bitly ](https://automatorplugin.com/integration/wp-bitly/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/09/wp-courseware-icon.svg) WP Courseware ](https://automatorplugin.com/integration/wp-courseware/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/03/wp-event-manager-icon.svg) WP Event Manager ](https://automatorplugin.com/integration/wp-event-manager/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/wp-fastest-cache-icon.svg) WP Fastest Cache ](https://automatorplugin.com/integration/wp-fastest-cache/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg) WP Fusion ](https://automatorplugin.com/integration/wp-fusion/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg) WP Fusion Lite ](https://automatorplugin.com/integration/wp-fusion-lite/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/11/wp-job-manager-icon.svg) WP Job Manager ](https://automatorplugin.com/integration/wp-job-manager/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/09/wplms.svg) WP LMS ](https://automatorplugin.com/integration/wp-lms/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/07/wp-mail-smtp-icon.svg) WP Mail SMTP Pro ](https://automatorplugin.com/integration/wp-mail-smtp-pro/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/wp-rocket-icon.svg) WP Rocket ](https://automatorplugin.com/integration/wp-rocket/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/03/wp-simple-pay-icon-1.svg) WP Simple Pay ](https://automatorplugin.com/integration/wp-simple-pay/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/wp-super-cache-icon.svg) WP Super Cache ](https://automatorplugin.com/integration/wp-super-cache/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/wp-travel-engine-icon.svg) WP Travel Engine ](https://automatorplugin.com/?post_type=integration&p=302274) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/wp-ulike-icon.svg) WP ULike ](https://automatorplugin.com/?post_type=integration&p=185247) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/wp-ulike-icon.svg) WP ULike ](https://automatorplugin.com/integration/wp-ulike/) [ ![](https://automatorplugin.com/wp-content/uploads/2021/02/wp-user-manager.svg) WP User Manager ](https://automatorplugin.com/integration/wp-user-manager/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/08/wp-webhooks-icon.svg) WP Webhooks ](https://automatorplugin.com/integration/wp-webhooks/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/09/wp-polls-icon.svg) WP-Polls ](https://automatorplugin.com/integration/wp-polls/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/wpcafe-icon.svg) WPCafe ](https://automatorplugin.com/integration/wpcafe/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/03/wpcode-icon.svg) WPCode ](https://automatorplugin.com/integration/wpcode/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/02/wpdiscuz-icon.svg) wpDiscuz ](https://automatorplugin.com/integration/wpdiscuz/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg) WPForms ](https://automatorplugin.com/integration/wp-forms/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/wpforo-icon.svg) wpForo ](https://automatorplugin.com/integration/wpforo/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/08/wpfunnels-icon.svg) WPFunnels ](https://automatorplugin.com/?post_type=integration&p=302018) [ ![](https://automatorplugin.com/wp-content/uploads/2026/09/wpsigner-icon.svg) WPsigner ](https://automatorplugin.com/integration/wpsigner/) [ ![](https://automatorplugin.com/wp-content/uploads/2022/11/ws-form-icon.svg) WS Form ](https://automatorplugin.com/integration/ws-form/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/) [ ![](https://automatorplugin.com/wp-content/uploads/2025/05/grok-icon.svg) xAI ](https://automatorplugin.com/integration/xai/) [ ![](https://automatorplugin.com/wp-content/uploads/2024/12/xero-icon.svg) Xero ](https://automatorplugin.com/?post_type=integration&p=185023) [ ![](https://automatorplugin.com/wp-content/uploads/2024/10/xml-icon.svg) XML ](https://automatorplugin.com/integration/xml/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/02/yoast-icon.svg) Yoast SEO ](https://automatorplugin.com/integration/yoast-seo/) [ ![](https://automatorplugin.com/wp-content/uploads/2018/08/integration-zapier-icon.png) Zapier ](https://automatorplugin.com/integration/zapier/) [ ![](https://automatorplugin.com/wp-content/uploads/2023/01/zoho-campaigns-icon.svg) Zoho Campaigns ](https://automatorplugin.com/integration/zoho-campaigns/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Meetings ](https://automatorplugin.com/integration/zoom-meetings/) [ ![](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Webinars ](https://automatorplugin.com/integration/zoom-webinars/) [ ![](https://automatorplugin.com/wp-content/uploads/2026/07/zoomy-icon.svg) Zoomy ](https://automatorplugin.com/integration/zoomy/) --- ### [Sign Up](https://automatorplugin.com/sign-up/) **Published:** July 16, 2021 **Author:** Ken Young **Content:** --- ### [WPForms automation](https://automatorplugin.com/wpforms-automation/) **Published:** August 10, 2021 **Author:** Ryan Moore **Content:** [![](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg)](https://automatorplugin.com/integration/wp-forms/) ![](https://automatorplugin.com/wp-content/uploads/2022/08/automator-core-icon.svg) # Connect **WPForms** submissions to anything Ever wish you could do more with your WPForms submissions? Maybe connect them to your favorite plugin, pass data to another site, even do something in your favorite app? With Uncanny Automator you can build advanced automations for WPForms that let you do virtually anything when users submit forms. ## Automate your form workflows WPForms offers a ton of great integrations out of the box, but invariably you’ll want to do more and control how everything works. Maybe you want a form submission to add a membership level, add a user to a study group, pass records to Google Sheets, register someone in a Zoom webinar. With Uncanny Automator, you decide what happens. #### When something happens... Choose exactly what happens on form submission or limit your automations to run only when a form field has a specific value. ![Automator WPForms submission](https://automatorplugin.com/wp-content/uploads/2021/07/Automate_WordPress_form_submission.png "Automate_WordPress_form_submission") #### Make other things happen! Add users to a membership level, change their role, add data to Google Sheets or more. You decide! You can even delay actions and send data to other apps. ![](https://automatorplugin.com/wp-content/uploads/2021/07/Build_automated_workflows.png "Build_automated_workflows") #### Let Automator do the work Automations run automatically, freeing up your time and letting you build no-code integrations for everything! Say goodbye to plugin add-ons and development. ![](https://automatorplugin.com/wp-content/uploads/2021/07/Automation_logs_for_WordPress.png "Automation_logs_for_WordPress") ## What can you do with Uncanny Automator and WPForms? With Uncanny Automator, create form submission automations that do one thing or many things. You can even delay and schedule your actions to create campaigns without the use of a CRM. Here are a few ideas to get you started: Examples from the free version:Upgrade to Pro to unlock things like:Add the user to a BuddyBoss or LearnDash GroupRegister the user in a live eventAdd a tag in FluentCRM or GroundhoggAdd a MemberPress or PMPro membership levelAdd the user to a list in MailpoetGenerate and send a WooCommerce couponSend an SMS notification to the user’s managerMark a TutorLMS or LearnDash course completeSend form entries to Google Sheets\* (without Zapier!)Create an AffiliateWP referralCreate a new blog postDelaying/scheduling actionsPost on Facebook, Instagram or TwitterHundreds more triggers and actionsSend form data to a webhookUnlimited credits for third-party servicesAnd much moreAnd many, many more\* Limited to 250 actions in the free version of Uncanny Automator ## Connect WPForms to these popular plugins and services [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg)#### ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) [ ![Advanced Custom Fields](https://automatorplugin.com/wp-content/uploads/2021/10/advanced-custom-fields-icon.svg)#### Advanced Custom Fields ](https://automatorplugin.com/integration/advanced-custom-fields/) [ ![Amelia](https://automatorplugin.com/wp-content/uploads/2022/02/amelia-icon.svg)#### Amelia ](https://automatorplugin.com/integration/amelia/) [ ![Brevo](https://automatorplugin.com/wp-content/uploads/2023/06/brevo-icon.svg)#### Brevo ](https://automatorplugin.com/integration/brevo/) [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg)#### BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg)#### Facebook Pages ](https://automatorplugin.com/integration/facebook/) [ ![FluentCRM](https://automatorplugin.com/wp-content/uploads/2020/10/fluent-crm-icon.svg)#### FluentCRM ](https://automatorplugin.com/integration/fluentcrm/) [ ![FunnelKit Automations](https://automatorplugin.com/wp-content/uploads/2022/05/autonami-icon.svg)#### FunnelKit Automations ](https://automatorplugin.com/integration/autonami/) [ ![Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-icon.svg)#### Google Calendar ](https://automatorplugin.com/integration/google-calendar/) [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg)#### Google Sheets ](https://automatorplugin.com/integration/google-sheets/) [ ![Google Sheets Web App](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg)#### Google Sheets Web App ](https://automatorplugin.com/integration/sheets-web-app/) [ ![Groundhogg](https://automatorplugin.com/wp-content/uploads/2020/07/groundhogg-icon-1.svg)#### Groundhogg ](https://automatorplugin.com/integration/groundhogg/) [ ![Help Scout](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg)#### Help Scout ](https://automatorplugin.com/integration/help-scout/) [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg)#### LearnDash ](https://automatorplugin.com/integration/learndash/) [ ![LifterLMS](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg)#### LifterLMS ](https://automatorplugin.com/integration/lifterlms/) [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg)#### Mailchimp ](https://automatorplugin.com/integration/mailchimp/) [ ![MailPoet](https://automatorplugin.com/wp-content/uploads/2020/09/mailpoet-icon.svg)#### MailPoet ](https://automatorplugin.com/integration/mailpoet/) [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg)#### MemberPress ](https://automatorplugin.com/integration/memberpress/) [ ![Paid Memberships Pro](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg)#### Paid Memberships Pro ](https://automatorplugin.com/integration/paid-memberships-pro/) [ ![Restrict Content Pro](https://automatorplugin.com/wp-content/uploads/2020/11/restrict-content-pro.svg)#### Restrict Content Pro ](https://automatorplugin.com/integration/restrict-content/) [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg)#### Slack ](https://automatorplugin.com/integration/slack/) [ ![The Events Calendar](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg)#### The Events Calendar ](https://automatorplugin.com/integration/the-events-calendar/) [ ![Ultimate Member](https://automatorplugin.com/wp-content/uploads/2020/05/ultimate-member-icon.svg)#### Ultimate Member ](https://automatorplugin.com/integration/ultimate-member/) [ ![Webhooks](https://automatorplugin.com/wp-content/uploads/2022/02/webhooks-icon-1.svg)#### Webhooks ](https://automatorplugin.com/integration/webhooks/) [ ![WhatsApp](https://automatorplugin.com/wp-content/uploads/2021/12/whatsapp-icon.svg)#### WhatsApp ](https://automatorplugin.com/integration/whatsapp/) [ ![Woo Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg)#### Woo Memberships ](https://automatorplugin.com/integration/woocommerce-memberships/) [ ![WP Fusion](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg)#### WP Fusion ](https://automatorplugin.com/integration/wp-fusion/) [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg)#### X/Twitter ](https://automatorplugin.com/integration/twitter/) [ ![Zapier](https://automatorplugin.com/wp-content/uploads/2018/08/integration-zapier-icon-128x128.png)#### Zapier ](https://automatorplugin.com/integration/zapier/) [ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg)#### Zoom Meetings ](https://automatorplugin.com/integration/zoom-meetings/) [ ![Zoom Webinars](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg)#### Zoom Webinars ](https://automatorplugin.com/integration/zoom-webinars/) [View all integrations](/integrations/) ## Unlock everything Uncanny Automator offers for **WPForms users** Start automating your WPForms submissions with no code. Trusted by over 6,000 small business owners. AI + Automation Legacy ### Pick the plan that fits Uncanny Automator's [three core capabilities](#uo-pricing-6ad96f3a08391-ai-capabilities) are included in every AI + Automation plan. Plans differ by Uncanny Agent usage, included Addons, and sites. Pro Elite normally $599 $399 / mo billed annually at $4788 $2400 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (4x usage) Four times the standard Uncanny Agent usage for the most demanding users, businesses and agencies. 4x Monthly + 4x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 50% off extra usage packs Get additional Uncanny Agent usage at the biggest available discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / mo billed annually at $2988 $1200 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent (2x usage) Two times the standard Uncanny Agent usage for users who need to get even more done. 2x Monthly + 2x Anytime usage Make Uncanny Agent your daily assistant with generous monthly and anytime usage. 25% off extra usage packs Get additional Uncanny Agent usage at a significant discount. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / mo billed annually at $1788 $600 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Uncanny Agent Standard Monthly + Anytime usage Plenty of usage to analyze your business, draft blog posts, build recipes and pages, and get things done. Monthly usage refreshes every month; Anytime usage is yours to spend at any point in your plan year. ### Included in every AI + Automation plan Three capabilities, one platform — engineered to work together. No assembly required. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. ### Pick the plan that fits Plans differ by sites and included addons. Pro Elite normally $599 $399 / year\* $200 savings [ Get Elite ](/elite-sale) ✅ Use on **50 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. **[💎 Elite Integrations Addon](/elite-integrations-addon)**Salesforce and QuickBooks Online integrations for your WordPress site, with more on the way. Click to learn more. **[💎 Dynamic Content Addon](/dynamic-content-addon)**Dynamically update global or user-specific content on any page/post. No page refresh required. Click to learn more. Most popular Pro Plus normally $349 $249 / year\* $100 savings [ Get Plus ](/plus-sale) ✅ Use on **10 sites** and **multisite**Use Automator in a multisite enviroinment or send data and automate workflows between completely separate WordPress sites. ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Automator Addons **[⭐ Custom User Fields Addon](/custom-user-fields-addon)**Easily add, manage and display custom user fields on your site. Click to learn more. **[⭐ Restrict Content Addon](/restrict-content-addon)**Easily manage access to pages and posts and control visiblity of text, blocks and more. Create and assign users to access levels. Click to learn more. **[⭐ User Lists Addon](/user-lists-addon)**Easily segment your WordPress users with user lists. Send personalized communications to lists via email, SMS or WhatsApp. Organize your users and simplify bulk operations. Click to learn more. Pro Basic normally $199 $149 / year\* $50 savings [ Get Basic ](/basic-sale) ✅ Use on **1 site** ✉️ 1-year premium support & updates Priority email support from our team plus 12 months of plugin updates. Legacy plans include Uncanny Recipe Builder only. Automate Uncanny Recipe Builder The no-code automation engine — connect your plugins and apps with recipes. 🛠 Build recipes Unlimited recipes, app credits and data retention Create unlimited recipes and run them an unlimited number of times, use app integrations like Google Sheets, Facebook Pages and Zoom with no per-transaction fees, and keep your logs as long as you need them. Delays and schedules Schedule actions to run at a specific date and time or after a set delay. Conditions Run actions only when specific conditions are met. User, Post and Token Loops Run bulk actions on users and posts that match specific criteria. 1-click app integrations Connect CRMs, social media, Google apps and more with 1 click. No complicated app setup like other tools. Over 10,000 triggers, actions and tokens Get access to the most powerful triggers and actions in all of our integrations. Multi-trigger support Require users to complete multiple steps before an automation runs; critical for complex workflows. ⚡ Power features Magic buttons and links Run actions on users simply by having them click a button or link - enroll them in courses, add them to groups, award achievements, mark things complete, and much more. Advanced webhooks Robust support for both incoming and outgoing webhooks. Includes detailed logging and retries. Custom triggers and actions Fire recipes from any WordPress action hook, call do_action hooks with parameters from your recipes, and run custom code inside recipes — automate events Automator does not natively support. Database queries Pull any records from your WordPress database with a built-in SELECT builder or your own SQL for use in recipes. Import from RSS, CSV, XML, JSON Generate posts or pages, send to Facebook, Twitter or LinkedIn and much more. Data formatter and generator Transform and format data to improve interoperability between systems, and generate strings, hashes, emails, QR codes and more for use throughout your recipes. Deep integrations, maintained by our team — plugin updates won't break your workflows. Not included AI assistant Uncanny Agent Your AI assistant for WordPress — it understands your site and completes tasks on your behalf. What Agent does Conversational AI assistant Uncanny Agent lives in your WordPress dashboard — no external app, no API key configuration, no additional costs. Open the chat panel, type a request, and Uncanny Agent responds. Understands your entire site Uncanny Agent understands your site's content, settings, plugins, users and data — its answers and actions are specific to your site, not generic advice. Real business insights Ask questions about your actual site data — sales trends, user demographics, purchasing behavior, course statistics, and anything else. Uncanny Agent responds with data and analysis from your live site, not the vague responses of a separate AI. Tailored content generation Uncanny Agent can intelligently generate new blog posts, marketing pages, products, courses, and images that leverage your site's existing content, style and tone. On-demand task completion Uncanny Agent completes WordPress tasks for you — create posts, manage users, update pages, change settings, troubleshoot issues — all through plain-language requests. Site troubleshooting Ask Uncanny Agent to help diagnose issues and explain how things work on your site — from plugin conflicts to configuration questions. Rapid recipe building Describe an automation in everyday English ("when a user finishes Course A, enroll them in Course B and tag in CRM") and Uncanny Agent builds the full recipe — triggers, actions, conditions — for you to review and activate. Builds pages on demand Describe the page you want and Uncanny Agent builds it with Uncanny Page Builder — layout, content and styling through conversation. Developer on call Uncanny Agent writes HTML, CSS, JavaScript and PHP snippets with awareness of WordPress hooks, plugin data structures, and your installed integrations. Use on pages, with WPCode or in custom plugins. Usage included Monthly + Anytime usage in every plan Monthly usage refreshes every month. Anytime usage is yours to spend at any point in your plan year. No API keys, no extra subscription Everything runs through your Uncanny Automator account — no API key configuration, no separate AI subscription, no MCP servers to deal with. Leading AI models, managed for you Uncanny Agent runs on leading AI models that we select, manage and keep current. You never choose a model or pay a model provider. Uncanny Agent powers Uncanny Page Builder and works alongside your automations. Not included Build pages Uncanny Page Builder New The AI-first page builder — describe it, Uncanny Agent builds it. AI-first building Describe it, Agent builds it Prompt-to-page: describe the page you want — sections, layout, content — and Uncanny Agent builds it through conversation. Text-to-build replaces drag-and-drop. Design intelligence Uncanny Agent makes real design decisions and gives design feedback — design intelligence delivers built-in art direction. Screenshot-to-style Upload a screenshot of any page or design you admire and Uncanny Agent builds from it. No settings panels to fight No blocks to master, no widget settings panels to tweak — Uncanny Agent handles the positioning and configuration. Your pages, yours forever Clean HTML & CSS — no lock-in Standards-based output — vanilla HTML and CSS. Deactivate the plugin and your content stays intact. Built for speed Lean, lightweight pages without bloated builder markup. Works with your existing site Keep your theme, adopt it page by page, and redesign reversibly — originals are saved automatically and restorable. Stay in control Click-to-edit fine-tuning Text, images, and styles are editable directly in the interface — click to edit. You approve every change Draft-first editing: you approve every change, and everything is undoable. Brand styles, locked in Site-wide brand styles with lockable brand-critical choices — on-brand by default. Live content elements Post lists, menus, and member-aware sections keep pages current automatically. Page building uses your plan's Agent usage — no separate page builder subscription. \* You can change plans or cancel your subscription at any time. **Dave C** “Very awesome!” **Adam P** “Zapier for WordPress… very cool” **Jack A** “Super cool idea” **Eugen T** “Useful and works well” **Who should use Uncanny Automator?** Automator can add value in minutes to any WordPress site, but it’s especially useful on sites where users have accounts. Membership sites, [elearning sites](https://automatorplugin.com/better-elearning-courses-with-wordpress/?utm_source=uncanny_automator_web&utm_medium=pricing&utm_content=faq_who_should_use), [ecommerce sites](https://automatorplugin.com/increase-wordpress-ecommerce-sales/?utm_source=uncanny_automator_web&utm_medium=pricing&utm_content=faq_who_should_use) and social sites are perfect fits. If you’re not sure how Automator might help your site, [try the more limited free version](https://wordpress.org/plugins/uncanny-automator/) first and upgrade when you’re ready (you can upgrade by paying the difference in cost at any time). **Is there a real company behind Uncanny Automator?** There certainly is! [Uncanny Owl](https://uncannyowl.com/?utm_source=uncanny_automator_web&utm_medium=pricing&utm_content=faq_real_company), creators of Automator, have been in the WordPress business for over 5 years and have thousands of paid customers for our other WordPress plugins. We’re well known in the WordPress elearning space. **What do I need to use Uncanny Automator?** You’ll need a WordPress site, of course, and it must be running PHP 7.2 or higher. To connect with our plugin integrations you’ll also need those plugins active on your site. And to connect with CRMs, like Infusionsoft and Active Campaign, you’ll need the [WP Fusion](https://automatorplugin.com/share/wpfusion/) plugin. **Can I use Automator on client sites?** You can use your licenses on any sites that you want. Please note, however, that support requests should come from the person that purchased the license. --- ### [[internal] OAuth Proxy](https://automatorplugin.com/oauth-proxy/) **Published:** May 23, 2023 **Author:** Joseph Gabito --- ### [Blog](https://automatorplugin.com/blog/) **Published:** March 14, 2018 **Author:** Ryan Moore --- ### [Login](https://automatorplugin.com/login/) **Published:** June 14, 2018 **Author:** Ryan Moore **Content:** You are logged in. [ Log Out ](https://automatorplugin.com/wp-login.php?action=logout&_wpnonce=999344db2c "Log Out") # Access your Automator account Log in here to: DOWNLOAD UNCANNY AUTOMATOR VIEW PURCHASE HISTORY MANAGE PLUGIN LICENSES SUBMIT AND MANAGE SUPPORT REQUESTS --- ### [Footer](https://automatorplugin.com/footer/) **Published:** March 16, 2018 **Author:** Ryan Moore **Content:** ## Integrations by title A — E F — J K — O P — T U — Z ### Popular plugins - [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) LearnDash ](https://automatorplugin.com/integration/learndash/) - [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo ](https://automatorplugin.com/integration/woocommerce/) - [ ![Gravity Forms](https://automatorplugin.com/wp-content/uploads/2018/03/gravity-forms-icon.svg) Gravity Forms ](https://automatorplugin.com/integration/gravity-forms/) - [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) BuddyBoss ](https://automatorplugin.com/integration/buddyboss/) - [ ![WPForms](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg) WPForms ](https://automatorplugin.com/integration/wp-forms/) - [ ![WP Fusion](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg) WP Fusion ](https://automatorplugin.com/integration/wp-fusion/) - [ ![FluentCRM](https://automatorplugin.com/wp-content/uploads/2020/10/fluent-crm-icon.svg) FluentCRM ](https://automatorplugin.com/integration/fluentcrm/) - [ ![Elementor Pro](https://automatorplugin.com/wp-content/uploads/2020/09/elementor-icon.svg) Elementor Pro ](https://automatorplugin.com/integration/elementor/) - [ ![Woo Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) Woo Memberships ](https://automatorplugin.com/integration/woocommerce-memberships/) - [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) MemberPress ](https://automatorplugin.com/integration/memberpress/) - [ ![Tutor LMS](https://automatorplugin.com/wp-content/uploads/2020/06/tutorlms-icon.svg) Tutor LMS ](https://automatorplugin.com/integration/tutor-lms/) - [ ![Formidable Forms](https://automatorplugin.com/wp-content/uploads/2018/11/formidable-forms-icon.svg) Formidable Forms ](https://automatorplugin.com/integration/formidable-forms/) - [ ![Ultimate Member](https://automatorplugin.com/wp-content/uploads/2020/05/ultimate-member-icon.svg) Ultimate Member ](https://automatorplugin.com/integration/ultimate-member/) - [ ![Forminator](https://automatorplugin.com/wp-content/uploads/2020/05/forminator-icon.svg) Forminator ](https://automatorplugin.com/integration/forminator/) - [ ![Groundhogg](https://automatorplugin.com/wp-content/uploads/2020/07/groundhogg-icon-1.svg) Groundhogg ](https://automatorplugin.com/integration/groundhogg/) - [ ![MailPoet](https://automatorplugin.com/wp-content/uploads/2020/09/mailpoet-icon.svg) MailPoet ](https://automatorplugin.com/integration/mailpoet/) - [ ![SureCart](https://automatorplugin.com/wp-content/uploads/2022/08/surecart-icon.svg) SureCart ](https://automatorplugin.com/integration/surecart/) - [ ![The Events Calendar](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg) The Events Calendar ](https://automatorplugin.com/integration/the-events-calendar/) - [ ![H5P](https://automatorplugin.com/wp-content/uploads/2018/08/h5p.svg) H5P ](https://automatorplugin.com/integration/h5p/) - [ ![LearnPress](https://automatorplugin.com/wp-content/uploads/2025/11/learnpress-icon-2.svg) LearnPress ](https://automatorplugin.com/integration/learnpress/) - [ ![PeepSo](https://automatorplugin.com/wp-content/uploads/2022/02/peepso-icon.svg) PeepSo ](https://automatorplugin.com/integration/peepso/) - [ ![Popup Maker](https://automatorplugin.com/wp-content/uploads/2018/11/popup-maker-icon-1.svg) Popup Maker ](https://automatorplugin.com/integration/popup-maker/) - [ ![Uncanny Continuing Education Credits](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) Uncanny Continuing Education Credits ](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) - [ ![Woo ShipStation](https://automatorplugin.com/wp-content/uploads/2020/12/woo-shipstation-icon.svg) Woo ShipStation ](https://automatorplugin.com/integration/woocommerce-shipstation/) - [ ![AcyMailing](https://automatorplugin.com/wp-content/uploads/2023/08/acymailing-icon.svg) AcyMailing ](https://automatorplugin.com/integration/acymailing/) - [ ![Advanced Ads](https://automatorplugin.com/wp-content/uploads/2022/08/advanced-a-icon.svg) Advanced Ads ](https://automatorplugin.com/integration/advanced-ads/) - [ ![Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/05/advancedcoupons-icon.svg) Advanced Coupons ](https://automatorplugin.com/integration/advanced-coupons/) - [ ![Advanced Custom Fields](https://automatorplugin.com/wp-content/uploads/2021/10/advanced-custom-fields-icon.svg) Advanced Custom Fields ](https://automatorplugin.com/integration/advanced-custom-fields/) - [ ![AffiliateWP](https://automatorplugin.com/wp-content/uploads/2021/01/affiliatewp-icon.svg) AffiliateWP ](https://automatorplugin.com/integration/affiliatewp/) - [ ![All in One SEO](https://automatorplugin.com/wp-content/uploads/2026/02/aioseo-icon.svg) All in One SEO ](https://automatorplugin.com/integration/all-in-one-seo/) - [ ![All-in-One WP Migration](https://automatorplugin.com/wp-content/uploads/2026/08/all-in-one-wp-migration-icon.svg) All-in-One WP Migration ](https://automatorplugin.com/integration/all-in-one-wp-migration/) - [ ![Amelia](https://automatorplugin.com/wp-content/uploads/2022/02/amelia-icon.svg) Amelia ](https://automatorplugin.com/integration/amelia/) - [ ![ARMember](https://automatorplugin.com/wp-content/uploads/2023/07/armember-icon-v2.svg) ARMember ](https://automatorplugin.com/integration/armember/) - [ ![Automator Core](https://automatorplugin.com/wp-content/uploads/2022/08/automator-core-icon.svg) Automator Core ](https://automatorplugin.com/integration/automator-core/) - [ ![Automator for PayPal](https://automatorplugin.com/wp-content/uploads/2025/09/automator-for-paypal-icon.svg) Automator for PayPal ](https://automatorplugin.com/integration/automator-for-paypal/) - [ ![BadgeOS](https://automatorplugin.com/wp-content/uploads/2020/06/integration-badgeos-icon.svg) BadgeOS ](https://automatorplugin.com/integration/badgeos/) - [ ![bbPress](https://automatorplugin.com/wp-content/uploads/2018/03/bbpress-icon.svg) bbPress ](https://automatorplugin.com/integration/bbpress/) - [ ![Beaver Builder](https://automatorplugin.com/wp-content/uploads/2026/06/beaver-builder-icon.svg) Beaver Builder ](https://automatorplugin.com/integration/beaver-builder/) - [ ![Bricks Builder](https://automatorplugin.com/wp-content/uploads/2024/12/bricks-builder-icon.svg) Bricks Builder ](https://automatorplugin.com/integration/bricks-builder/) - [ ![BuddyPress](https://automatorplugin.com/wp-content/uploads/2018/03/buddypress-icon.svg) BuddyPress ](https://automatorplugin.com/integration/buddypress/) - [ ![Caldera Forms](https://automatorplugin.com/wp-content/uploads/2019/01/caldera-forms-icon.svg) Caldera Forms ](https://automatorplugin.com/integration/caldera-forms/) - [ ![CartFlows](https://automatorplugin.com/wp-content/uploads/2026/06/cart-flows-icon.svg) CartFlows ](https://automatorplugin.com/integration/cartflows/) - [ ![Charitable](https://automatorplugin.com/wp-content/uploads/2023/04/charitable-icon.svg) Charitable ](https://automatorplugin.com/integration/charitable/) - [ ![Cloudflare](https://automatorplugin.com/wp-content/uploads/2026/02/cloudflare-icon.svg) Cloudflare ](https://automatorplugin.com/integration/cloudflare/) - [ ![Cloudways](https://automatorplugin.com/wp-content/uploads/2026/09/cloudways-icon.svg) Cloudways ](https://automatorplugin.com/integration/cloudways/) - [ ![Code Snippets](https://automatorplugin.com/wp-content/uploads/2024/04/code-snippets-icon.svg) Code Snippets ](https://automatorplugin.com/integration/code-snippets/) - [ ![Contact Form 7](https://automatorplugin.com/wp-content/uploads/2018/06/contact-form-7.svg) Contact Form 7 ](https://automatorplugin.com/integration/contact-form-7/) - [ ![CSV](https://automatorplugin.com/wp-content/uploads/2024/10/csv-icon.svg) CSV ](https://automatorplugin.com/integration/csv/) - [ ![Custom Action](https://automatorplugin.com/wp-content/uploads/2024/10/custom-action-icon-1.svg) Custom Action ](https://automatorplugin.com/integration/custom-action/) - [ ![Custom User Fields](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-fields-icon-1.svg) Custom User Fields ](https://automatorplugin.com/integration/custom-user-fields-addon/) - [ ![Database Query](https://automatorplugin.com/wp-content/uploads/2024/05/database-query-icon.svg) Database Query ](https://automatorplugin.com/integration/database-query/) - [ ![Date and Time](https://automatorplugin.com/wp-content/uploads/2024/03/date-time-icon-1.svg) Date and Time ](https://automatorplugin.com/integration/date-and-time/) - [ ![Divi](https://automatorplugin.com/wp-content/uploads/2021/09/divi-icon.svg) Divi ](https://automatorplugin.com/integration/divi/) - [ ![Dynamic Content](https://automatorplugin.com/wp-content/uploads/2025/04/dynamic-content-icon.svg) Dynamic Content ](https://automatorplugin.com/integration/dynamic-content/) - [ ![Easy Affiliate](https://automatorplugin.com/wp-content/uploads/2022/07/easy-affiliate-icon.svg) Easy Affiliate ](https://automatorplugin.com/integration/easy-affiliate/) - [ ![Easy Digital Downloads](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) Easy Digital Downloads ](https://automatorplugin.com/integration/easy-digital-downloads/) - [ ![Easy WP SMTP](https://automatorplugin.com/wp-content/uploads/2026/02/easy-wp-smtp-icon.svg) Easy WP SMTP ](https://automatorplugin.com/integration/easy-wp-smtp/) - [ ![EDD - Recurring Payments](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) EDD - Recurring Payments ](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/) - [ ![EDD - Software Licensing](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) EDD - Software Licensing ](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) - [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) Emails ](https://automatorplugin.com/integration/emails/) - [ ![Eventin](https://automatorplugin.com/wp-content/uploads/2026/08/eventin-icon.svg) Eventin ](https://automatorplugin.com/integration/eventin/) - [ ![Events Manager](https://automatorplugin.com/wp-content/uploads/2020/09/events-manager-icon.svg) Events Manager ](https://automatorplugin.com/integration/events-manager/) - [ ![Everest Forms](https://automatorplugin.com/wp-content/uploads/2024/09/everest-forms-icon.svg) Everest Forms ](https://automatorplugin.com/integration/everest-forms/) - [ ![ExactMetrics](https://automatorplugin.com/wp-content/uploads/2024/07/exactmetrics-icon.svg) ExactMetrics ](https://automatorplugin.com/integration/exactmetrics/) - [ ![Fluent Forms](https://automatorplugin.com/wp-content/uploads/2020/06/wp-fluent-forms-icon.svg) Fluent Forms ](https://automatorplugin.com/integration/wp-fluent-forms/) - [ ![Fluent Support](https://automatorplugin.com/wp-content/uploads/2022/05/fluent-support-icon.svg) Fluent Support ](https://automatorplugin.com/integration/fluent-support/) - [ ![FluentBoards](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-boards-icon.svg) FluentBoards ](https://automatorplugin.com/integration/fluentboards/) - [ ![FluentBooking](https://automatorplugin.com/wp-content/uploads/2024/06/fluentbooking-icon.svg) FluentBooking ](https://automatorplugin.com/integration/fluentbooking/) - [ ![FluentCart](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-cart-icon.svg) FluentCart ](https://automatorplugin.com/integration/fluentcart/) - [ ![FluentCommunity](https://automatorplugin.com/wp-content/uploads/2025/05/fluentcommunity-icon.svg) FluentCommunity ](https://automatorplugin.com/integration/fluentcommunity/) - [ ![Formatter](https://automatorplugin.com/wp-content/uploads/2023/05/formatter-icon.svg) Formatter ](https://automatorplugin.com/integration/formatter/) - [ ![FunnelKit Automations](https://automatorplugin.com/wp-content/uploads/2022/05/autonami-icon.svg) FunnelKit Automations ](https://automatorplugin.com/integration/autonami/) - [ ![GamiPress](https://automatorplugin.com/wp-content/uploads/2018/11/gamipress-icon.svg) GamiPress ](https://automatorplugin.com/integration/gamipress/) - [ ![Generator](https://automatorplugin.com/wp-content/uploads/2024/03/generator-icon.svg) Generator ](https://automatorplugin.com/integration/generator/) - [ ![GiveWP](https://automatorplugin.com/wp-content/uploads/2020/08/givewp.svg) GiveWP ](https://automatorplugin.com/integration/givewp/) - [ ![GravityKit](https://automatorplugin.com/wp-content/uploads/2022/05/gravitykit-icon.svg) GravityKit ](https://automatorplugin.com/integration/gravitykit/) - [ ![HappyForms](https://automatorplugin.com/wp-content/uploads/2020/09/happyforms-icon.svg) HappyForms ](https://automatorplugin.com/integration/happyforms/) - [ ![Heroic Knowledge Base](https://automatorplugin.com/wp-content/uploads/2023/12/heroic-knowledge-base-icon.svg) Heroic Knowledge Base ](https://automatorplugin.com/integration/heroic-knowledge-base/) ### Popular apps - [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets ](https://automatorplugin.com/integration/google-sheets/) - [ ![Google Sheets Web App](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) Google Sheets Web App ](https://automatorplugin.com/integration/sheets-web-app/) - [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) X/Twitter ](https://automatorplugin.com/integration/twitter/) - [ ![WhatsApp](https://automatorplugin.com/wp-content/uploads/2021/12/whatsapp-icon.svg) WhatsApp ](https://automatorplugin.com/integration/whatsapp/) - [ ![Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-icon.svg) Google Calendar ](https://automatorplugin.com/integration/google-calendar/) - [ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) Zoom Meetings ](https://automatorplugin.com/integration/zoom-meetings/) - [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Pages ](https://automatorplugin.com/integration/facebook/) - [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) OpenAI ](https://automatorplugin.com/integration/openai/) - [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) Mailchimp ](https://automatorplugin.com/integration/mailchimp/) - [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) ActiveCampaign ](https://automatorplugin.com/integration/activecampaign/) - [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) LinkedIn Pages ](https://automatorplugin.com/integration/linkedin-pages/) - [ ![AWeber](https://automatorplugin.com/wp-content/uploads/2024/03/aweber-icon.svg) AWeber ](https://automatorplugin.com/integration/aweber/) - [ ![Facebook Groups (Deprecated)](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) Facebook Groups (Deprecated) ](https://automatorplugin.com/integration/facebook-groups/) - [ ![IFTTT](https://automatorplugin.com/wp-content/uploads/2021/12/ifttt-icon.svg) IFTTT ](https://automatorplugin.com/integration/ifttt/) - [ ![OptinMonster](https://automatorplugin.com/wp-content/uploads/2021/12/optinmonster-icon.svg) OptinMonster ](https://automatorplugin.com/integration/optinmonster/) - [ ![Airtable](https://automatorplugin.com/wp-content/uploads/2022/07/airtable-icon.svg) Airtable ](https://automatorplugin.com/integration/airtable/) - [ ![Anthropic](https://automatorplugin.com/wp-content/uploads/2025/05/claude-icon.svg) Anthropic ](https://automatorplugin.com/integration/anthropic/) - [ ![Asana](https://automatorplugin.com/wp-content/uploads/2024/12/asana-icon.svg) Asana ](https://automatorplugin.com/integration/asana/) - [ ![Bitly](https://automatorplugin.com/wp-content/uploads/2023/05/bitly-icon.svg) Bitly ](https://automatorplugin.com/integration/bitly/) - [ ![Bluesky](https://automatorplugin.com/wp-content/uploads/2025/02/bluesky-icon.svg) Bluesky ](https://automatorplugin.com/integration/bluesky/) - [ ![Brevo](https://automatorplugin.com/wp-content/uploads/2023/06/brevo-icon.svg) Brevo ](https://automatorplugin.com/integration/brevo/) - [ ![Campaign Monitor](https://automatorplugin.com/wp-content/uploads/2024/04/campaign-monitor-icon.svg) Campaign Monitor ](https://automatorplugin.com/integration/campaign-monitor/) - [ ![ClickUp](https://automatorplugin.com/wp-content/uploads/2022/12/clickup-icon.svg) ClickUp ](https://automatorplugin.com/integration/clickup/) - [ ![Cohere](https://automatorplugin.com/wp-content/uploads/2025/05/cohere-icon.svg) Cohere ](https://automatorplugin.com/integration/cohere/) - [ ![Constant Contact](https://automatorplugin.com/wp-content/uploads/2023/09/constant-contact-icon.svg) Constant Contact ](https://automatorplugin.com/integration/constant-contact/) - [ ![Discord](https://automatorplugin.com/wp-content/uploads/2024/10/discord-icon.svg) Discord ](https://automatorplugin.com/integration/discord/) ### Get started - [All Integrations](#) - [All Triggers / Actions / Conditions](https://automatorplugin.com/all-triggers-and-actions/) - [Installing Uncanny Automator](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/) - [Creating a Recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) - [Custom User Fields Addon](https://automatorplugin.com/custom-user-fields-addon/) - [Restrict Content Addon](https://automatorplugin.com/restrict-content-addon/) - [User Lists Addon](https://automatorplugin.com/user-lists-addon/) - [Elite Integrations Addon](https://automatorplugin.com/elite-integrations-addon/) [![Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2022/09/uncanny-automator-vertical-logo.svg)](https://automatorplugin.com/) Made with by [Uncanny Owl](https://uncannyowl.com) [ ![WPBeginner verified badge](https://automatorplugin.com/wp-content/plugins/automator-plugin-dot-com/dropins/automator-footer/assets/dist/img/wpbeginner-badge.svg) ](https://www.wpbeginner.com/solutions/uncanny-automator/) Copyright 2026 Uncanny Owl, Inc. All rights reserved. - [Privacy](/privacy-policy) - [Terms and Conditions](/terms-conditions) ### Quick links - [Home](https://automatorplugin.com/) - [Why Automator?](https://automatorplugin.com/why-automator/) - [Affiliate Program](https://automatorplugin.com/affiliate-program/) - [Careers](https://jobs.uncannyowl.com) - [About](https://www.uncannyowl.com/about/) ### Help - [Knowledge Base](https://automatorplugin.com/article-categories/general/) - [Developer Docs](https://docs.automatorplugin.com/) - [Developer Resources](https://developer.automatorplugin.com/) - [Changelogs](https://automatorplugin.com/changelog/) - [Contribute a Translation](https://automatorplugin.com/submit-a-translation-for-uncanny-automator/) - [Support](https://automatorplugin.com/automator-support/) ### Social - [Facebook](https://www.facebook.com/uncannyautomator/) - [Twitter](https://twitter.com/automatorplugin) - [YouTube](https://www.youtube.com/channel/UChaGT08W7WslSNMy_F-iATA) --- ### [Tell us what you think!](https://automatorplugin.com/tell-us-what-you-think/) **Published:** July 6, 2022 **Author:** Anastasia **Content:** Your requests help us turn Uncanny Automator into a better plugin. What can we do to make the plugin more useful on your site? [gravityform id=”5″ title=”false” description=”false” ajax=”false” tabindex=”10″] --- ### [Knowledge Base Archive](https://automatorplugin.com/knowledge-base/) **Published:** April 27, 2022 **Author:** Ryan Moore **Content:** This is the archive page for the default knowledge base --- ### [Survey Received](https://automatorplugin.com/survey-received/) **Published:** September 22, 2018 **Author:** Ryan Moore **Content:** ![airplane flying into laptop](https://automatorplugin.com/wp-content/uploads/2018/06/received-banner.png) ## Thanks for your help! We received your survey submission. If you requested that we follow up, we’ll be in touch soon, usually by the next business day. --- ### [All Triggers and Actions](https://automatorplugin.com/all-triggers-and-actions/) **Published:** September 17, 2018 **Author:** Ryan Moore **Content:** [ ![Academy LMS](https://automatorplugin.com/wp-content/uploads/2026/08/academy-lms-icon.svg) ### Academy LMS ](https://automatorplugin.com/?post_type=integration&p=302044) Triggers No triggers Actions No actions [ ![ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-icon.svg) ### ActiveCampaign 2 triggers, 11 actions ](https://automatorplugin.com/integration/activecampaign/) Triggers A tag is added to a contact A tag is removed from a contact Actions Add a contact to a list Add a contact to ActiveCampaign Add a tag to a contact Add a tag to the user Add the user to a list Add the user to ActiveCampaign Delete a contact that matches an email Remove a contact from a list Remove a tag from a contact Remove a tag from the user Remove the user from a list [ ![AcyMailing](https://automatorplugin.com/wp-content/uploads/2023/08/acymailing-icon.svg) ### AcyMailing 3rd party 1 trigger, 6 actions ](https://automatorplugin.com/integration/acymailing/) Triggers An AcyMailing user is created or modified Actions Add a new tag for lists/campaigns Change the email address for a subscriber Remove a tag for lists/campaigns Save the AcyMailing subscriber email address Subscribe a user to a list Unsubscribe user from a list [ ![Advanced Ads](https://automatorplugin.com/wp-content/uploads/2022/08/advanced-a-icon.svg) ### Advanced Ads 2 triggers, 1 action ](https://automatorplugin.com/integration/advanced-ads/) Triggers An ad is set to a specific status An ad's status changes from a specific status to a specific status Actions Set an ad to a specific status [ ![Advanced Coupons](https://automatorplugin.com/wp-content/uploads/2022/05/advancedcoupons-icon.svg) ### Advanced Coupons 5 triggers, 3 actions ](https://automatorplugin.com/integration/advanced-coupons/) Triggers A user receives greater than, less than, or equal to a specific amount of store credit A user spends greater than, less than, or equal to a specific amount of store credit A user receives a number of loyalty points A user's current store credit exceeds a specific amount A user's lifetime store credit exceeds a specific amount Actions Add a specific amount of store credit to the user's account Remove a specific amount of store credit from the user's account Reset a user's store credit to zero [ ![Advanced Custom Fields](https://automatorplugin.com/wp-content/uploads/2021/10/advanced-custom-fields-icon.svg) ### Advanced Custom Fields 8 triggers, 4 actions ](https://automatorplugin.com/integration/advanced-custom-fields/) Triggers A sub field in a group field is updated A sub field in a group field is updated to a specific value A user updates a field on a post A user's field is updated A field is updated on a post A field is deleted from a post A row is added to a repeater/flex field on a post An options page is saved Actions Add a row to a repeater/flex field on a post Update a field on a post to a specific value Update a field on an options page to a specific value Update a field on the user to a specific value [ ![AffiliateWP](https://automatorplugin.com/wp-content/uploads/2021/01/affiliatewp-icon.svg) ### AffiliateWP 11 triggers, 5 actions, 12 conditions ](https://automatorplugin.com/integration/affiliatewp/) Triggers A new affiliate is approved A new affiliate is awaiting approval A user becomes an affiliate An affiliate makes a referral of a specific type An affiliate's unpaid referral count is greater than, less than, or equal to a specific number An affiliate's visit count is greater than, less than, or equal to a specific number A user purchases a WooCommerce product using an affiliate referral An affiliate refers a sale of an Easy Digital Downloads product An affiliate's referral of a specific type is paid An affiliate's referral of a specific type is rejected A WooCommerce product is purchased using an affiliate referral Actions Create a referral for a specific affiliate ID Create a referral for the user Create an affiliate Link a customer to an affiliate for lifetime commissions Set an affiliate's commission rate Conditions An affiliate is/is not a status An affiliate registered between a start date and an end date An affiliate's paid/unpaid earnings meets a condition An affiliate's referral count meets a condition An affiliate's commission rate meets a condition An affiliate's conversion rate meets a condition An affiliate's days since registration meets a condition An affiliate's most recent referral is/is not a status An affiliate's most recent referral is/is not a type An affiliate's most recent referral amount meets a condition An affiliate's rate type is/is not a type An affiliate's visit count meets a condition [ ![AI Engine](https://automatorplugin.com/wp-content/uploads/2026/09/ai-engine-icon.svg) ### AI Engine ](https://automatorplugin.com/?post_type=integration&p=302284) Triggers No triggers Actions No actions [ ![Airtable](https://automatorplugin.com/wp-content/uploads/2022/07/airtable-icon.svg) ### Airtable 1 action ](https://automatorplugin.com/integration/airtable/) Triggers No triggers Actions Send data to Airtable webhook [ ![Akismet](https://automatorplugin.com/wp-content/uploads/2023/03/akismet-icon.svg) ### Akismet ](https://automatorplugin.com/?post_type=integration&p=126221) Triggers No triggers Actions No actions [ ![All in One SEO](https://automatorplugin.com/wp-content/uploads/2026/02/aioseo-icon.svg) ### All in One SEO 2 triggers, 8 actions, 1 condition ](https://automatorplugin.com/integration/all-in-one-seo/) Triggers A post's SEO data is updated A post's SEO score is greater than, less than, or equal to a specific value Actions Regenerate AIOSEO XML sitemap Reset a post's SEO description Reset a post's SEO title Set a post's focus keyphrase to a specific value Set a post's SEO description to a specific value Set a post's SEO title to a specific value Set AIOSEO robots.txt to a status Set AIOSEO XML sitemap to a status Conditions A post's SEO score is greater than, less than, or equal to a value [ ![All-in-One WP Migration](https://automatorplugin.com/wp-content/uploads/2026/08/all-in-one-wp-migration-icon.svg) ### All-in-One WP Migration 5 triggers, 3 actions ](https://automatorplugin.com/integration/all-in-one-wp-migration/) Triggers A backup file is deleted A site backup fails A site backup is created A site restore fails A site restore is completed Actions Delete a backup file Set a backup file's label to a specific value Remove the label from a backup file [ ![Amelia](https://automatorplugin.com/wp-content/uploads/2022/02/amelia-icon.svg) ### Amelia 13 triggers ](https://automatorplugin.com/integration/amelia/) Triggers A user books an appointment A user registers for an event A user books an appointment for a specific service A user's booking for an event changes to a specific status A user's booking of an appointment for a service has been changed to a specific status A user's booking of an appointment for a specific service is canceled A user's booking of an appointment for a specific service is rescheduled A guest registers for an event An appointment is booked A booking of an appointment for a service has been changed to a specific status A booking of an appointment for a specific service is canceled A booking of an appointment for a specific service is rescheduled An appointment is booked for a specific service Actions No actions [ ![AnsPress](https://automatorplugin.com/wp-content/uploads/2026/08/anspress-icon.svg) ### AnsPress ](https://automatorplugin.com/?post_type=integration&p=301998) Triggers No triggers Actions No actions [ ![Anthropic](https://automatorplugin.com/wp-content/uploads/2025/05/claude-icon.svg) ### Anthropic 1 action ](https://automatorplugin.com/integration/anthropic/) Triggers No triggers Actions Use a prompt to generate a text response with a Claude model [ ![Appointment Hour Booking](https://automatorplugin.com/wp-content/uploads/2026/08/appointment-hour-booking-icon.svg) ### Appointment Hour Booking ](https://automatorplugin.com/?post_type=integration&p=302049) Triggers No triggers Actions No actions [ ![ARMember](https://automatorplugin.com/wp-content/uploads/2023/07/armember-icon-v2.svg) ### ARMember 2 triggers, 3 actions ](https://automatorplugin.com/integration/armember/) Triggers A user cancels a membership plan A user is added to a membership plan Actions Cancel the user's membership plan Add the user to a membership plan Remove the user from a membership plan [ ![Asana](https://automatorplugin.com/wp-content/uploads/2024/12/asana-icon.svg) ### Asana 5 triggers, 6 actions ](https://automatorplugin.com/integration/asana/) Triggers A comment is added to a task in a specific project A task is created in a specific project A task is updated in a specific project A tasks's custom field is set to a specific value An approval task is set to a status Actions Add a comment to a task in a specific project Add a tag to a task in a specific project Create a task in a specific project Get details from a task in a specific project Remove a tag from a task in a specific project Update a task in a specific project [ ![Asgaros Forum](https://automatorplugin.com/wp-content/uploads/2026/06/asgaros-forum-icon.svg) ### Asgaros Forum ](https://automatorplugin.com/?post_type=integration&p=220247) Triggers No triggers Actions No actions [ ![Automator Core](https://automatorplugin.com/wp-content/uploads/2022/08/automator-core-icon.svg) ### Automator Core 7 triggers, 3 actions, 3 conditions ](https://automatorplugin.com/integration/automator-core/) Triggers A user completes a recipe A user completes a recipe with errors A user completes a recipe without errors a number of time(s) A recipe completes a number of time(s) A recipe completes with a specific status A recipe completes with errors a number of time(s) A recipe runs a number of time(s) Actions Cancel the scheduled actions of a recipe for a user Cancel the user's scheduled actions for a recipe Activate/deactivate a recipe Conditions A user has a recipe in a status The user has completed the recipe The user has not completed the recipe [ ![Automator for PayPal](https://automatorplugin.com/wp-content/uploads/2025/09/automator-for-paypal-icon.svg) ### Automator for PayPal 3rd party 1 trigger, 1 action ](https://automatorplugin.com/integration/automator-for-paypal/) Triggers Payment for a product is captured Actions Create an order Payment Link of amount [ ![AWeber](https://automatorplugin.com/wp-content/uploads/2024/03/aweber-icon.svg) ### AWeber 3 actions ](https://automatorplugin.com/integration/aweber/) Triggers No triggers Actions Add a subscriber Update a subscriber Add a tag to a subscriber [ ![BadgeOS](https://automatorplugin.com/wp-content/uploads/2020/06/integration-badgeos-icon.svg) ### BadgeOS 1 trigger, 7 actions ](https://automatorplugin.com/integration/badgeos/) Triggers A user earns a achievement Actions Award a rank to the user Award an achievement to the user Award points to the user Revoke a rank from the user Revoke all of a certain type of points from the user Revoke an achievement from the user Revoke a number of a certain type of points from the user [ ![bbPress](https://automatorplugin.com/wp-content/uploads/2018/03/bbpress-icon.svg) ### bbPress 4 triggers, 3 actions ](https://automatorplugin.com/integration/bbpress/) Triggers A user creates a topic in a forum A user replies to a topic A guest creates a topic in a forum A guest replies to a topic Actions Post a reply to a topic in a forum Post a topic in a forum Subscribe the user to a forum [ ![Beaver Builder](https://automatorplugin.com/wp-content/uploads/2026/06/beaver-builder-icon.svg) ### Beaver Builder 4 triggers ](https://automatorplugin.com/integration/beaver-builder/) Triggers A user submits a contact form A user submits a subscribe form A form is submitted A subscribe form is submitted Actions No actions [ ![Better Messages](https://automatorplugin.com/wp-content/uploads/2026/08/better-messages-icon.svg) ### Better Messages ](https://automatorplugin.com/?post_type=integration&p=302046) Triggers No triggers Actions No actions [ ![Bit Form](https://automatorplugin.com/wp-content/uploads/2026/09/bit-form-icon.svg) ### Bit Form ](https://automatorplugin.com/?post_type=integration&p=302266) Triggers No triggers Actions No actions [ ![Bitly](https://automatorplugin.com/wp-content/uploads/2023/05/bitly-icon.svg) ### Bitly 1 action ](https://automatorplugin.com/integration/bitly/) Triggers No triggers Actions Shorten a URL [ ![Bluesky](https://automatorplugin.com/wp-content/uploads/2025/02/bluesky-icon.svg) ### Bluesky 1 action ](https://automatorplugin.com/integration/bluesky/) Triggers No triggers Actions Create a post on Bluesky [ ![BookingPress](https://automatorplugin.com/wp-content/uploads/2026/08/bookingpress-icon.svg) ### BookingPress ](https://automatorplugin.com/?post_type=integration&p=302013) Triggers No triggers Actions No actions [ ![Bookly](https://automatorplugin.com/wp-content/uploads/2024/04/bookly-icon.svg) ### Bookly ](https://automatorplugin.com/?post_type=integration&p=162638) Triggers No triggers Actions No actions [ ![Bookly](https://automatorplugin.com/wp-content/uploads/2026/09/bookly-icon.svg) ### Bookly ](https://automatorplugin.com/?post_type=integration&p=302276) Triggers No triggers Actions No actions [ ![Brevo](https://automatorplugin.com/wp-content/uploads/2023/06/brevo-icon.svg) ### Brevo 4 actions ](https://automatorplugin.com/integration/brevo/) Triggers No triggers Actions Add a contact to a list Create or update a contact Delete a contact Remove a contact from a list [ ![Bricks Builder](https://automatorplugin.com/wp-content/uploads/2024/12/bricks-builder-icon.svg) ### Bricks Builder 2 triggers ](https://automatorplugin.com/integration/bricks-builder/) Triggers A user submits a form A form is submitted Actions No actions [ ![BuddyBoss](https://automatorplugin.com/wp-content/uploads/2020/09/buddyboss-icon.svg) ### BuddyBoss 42 triggers, 25 actions, 2 conditions ](https://automatorplugin.com/integration/buddyboss/) Triggers A user accepts a friendship request A user creates a topic in a forum A user gains a new follower A user posts activity to their stream A user replies to a topic in a forum A user sends a friendship request A user sends an email invitation A user updates their avatar A user updates their profile A user's account is activated A user activates a new account via an email invitation A user creates a forum A user creates a group A user is banned from a specific type of group A user is removed from a group A user is removed from a specific type of group A user is suspended A user is unsuspended A user joins a hidden group A user joins a private group A user joins a public group A user joins a specific type of group A user leaves a group A user leaves a specific type of group A user makes a post to the activity stream of a group A user receives a private message from a user A user receives a type of on-screen notification A user registers a new account via an email invitation A user registers with a specific value in a specific field A user rejects a friendship request A user replies to an activity stream message A user requests access to a private group A user requests to join a specific type of private group A user sends a private message to a user A user updates their profile with a specific value in a specific field A user's profile type is set to a specific type A user's connection request is accepted A user's email invitation results in a new member activation A user's email invitation results in a new member registration A user's friendship request is accepted A user's topic in a forum receives a reply A guest replies to a topic Actions Add the user to a group Set the user's status to a specific status Add a post to the activity stream of a group Add a post to the sitewide activity stream Add a post to the user's activity stream Create a friendship between a user and another user Create a group End friendship with a user Follow a user Post a reply to a topic in a forum Post a topic in a forum Remove user from a group Send a friendship request to a user Send a notification to all members of a group Send a private message to a specific user Send a private message to all members of a group Send a private message to the user Send an email to all members of a group Send the user a notification Set the user's member type to a specific type Set the user's Xprofile data Show an on-screen notification to the user Stop following a user Subscribe the user to a forum Unsubscribe the user from a forum Conditions The user has / does not have a value in an Xprofile field The user is / is not a member of a group [ ![BuddyPress](https://automatorplugin.com/wp-content/uploads/2018/03/buddypress-icon.svg) ### BuddyPress 23 triggers, 16 actions ](https://automatorplugin.com/integration/buddypress/) Triggers A user accepts a friendship request A user posts activity to their stream A user sends a friendship request A user updates their avatar A user updates their profile A user creates a group A user is removed from a group A user is removed from a specific type of group A user joins a private group A user joins a public group A user leaves a group A user leaves a specific type of group A user makes a post to the activity stream of a group A user registers with a specific value in a specific field A user rejects a friendship request A user replies to an activity stream message A user requests access to a private group A user requests to join a specific type of group A user updates their profile with a specific value in a specific field A user's member type is set to a specific type A user's connection request is accepted A user's topic in a forum receives a reply User's account is activated Actions Add the user to a group Add a post to the activity stream of a group Add a post to the sitewide activity stream Add a post to the user's activity stream Create a group End friendship with a user Remove user from a group Send a friendship request to a user Send a private message to a specific user Send a private message to the user Send all members of a group a notification Send the user a notification Set the user's member type to a specific type Set the user's Xprofile data Send a private message to a specific user Unsubscribe the user from a forum [ ![Business Directory](https://automatorplugin.com/wp-content/uploads/2026/06/business-directory-icon.svg) ### Business Directory ](https://automatorplugin.com/?post_type=integration&p=220238) Triggers No triggers Actions No actions [ ![Caldera Forms](https://automatorplugin.com/wp-content/uploads/2019/01/caldera-forms-icon.svg) ### Caldera Forms 4 triggers, 1 action ](https://automatorplugin.com/integration/caldera-forms/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions Register a new user [ ![Campaign Monitor](https://automatorplugin.com/wp-content/uploads/2024/04/campaign-monitor-icon.svg) ### Campaign Monitor 2 actions ](https://automatorplugin.com/integration/campaign-monitor/) Triggers No triggers Actions Add/Update a subscriber to a list Remove a subscriber from a list [ ![CartFlows](https://automatorplugin.com/wp-content/uploads/2026/06/cart-flows-icon.svg) ### CartFlows 4 triggers, 4 actions, 2 conditions ](https://automatorplugin.com/integration/cartflows/) Triggers A checkout is completed in a flow A product is purchased in a flow An offer is accepted in a flow An offer is rejected in a flow Actions Create a flow Create a step in a flow Add a product to a checkout step Clone a step Conditions A step is/is not a specific type An order was/was not placed through a flow [ ![Charitable](https://automatorplugin.com/wp-content/uploads/2023/04/charitable-icon.svg) ### Charitable 22 triggers, 13 actions ](https://automatorplugin.com/integration/charitable/) Triggers A user make a donation A donation is made A donation is made via a campaign for an amount greater than, less than, or equal to an amount A recurring donation to a campaign is cancelled A recurring donation to a campaign is made A campaign ends A campaign reaches its goal A donation to a campaign is completed A donation to a campaign is refunded A donation's status is changed to a specified status A donor is created A user registers as a donor A PayPal IPN is received with a payment status A Stripe webhook event is received A campaign is created or updated A donation is processed via a payment gateway A donation's status transitions from one status to another for a campaign A donor's consent is updated A donor's email address is verified A donor's profile is updated A recurring donation to a campaign changes status A refund is initiated via a payment gateway Actions Add an entry in a donation log Add a tag to a donor Create a donor Create an offline donation to a campaign Update a donation's status to a specified status Update a donor's profile Add an email to a donor Cancel a pending donation Create a campaign Delete a donor Link a donor to a WP user Update a donor's primary address Update a donor's social links [ ![ClickUp](https://automatorplugin.com/wp-content/uploads/2022/12/clickup-icon.svg) ### ClickUp 7 actions ](https://automatorplugin.com/integration/clickup/) Triggers No triggers Actions Add a comment to a task Add a tag to a task Create a list Create a task Delete a task Remove a tag from a task Update a task [ ![Cloudflare](https://automatorplugin.com/wp-content/uploads/2026/02/cloudflare-icon.svg) ### Cloudflare 3 actions ](https://automatorplugin.com/integration/cloudflare/) Triggers No triggers Actions Purge all Cloudflare cache Purge Cloudflare cache for a specific URL Purge Cloudflare cache for a specific post [ ![Cloudways](https://automatorplugin.com/wp-content/uploads/2026/09/cloudways-icon.svg) ### Cloudways 3rd party 4 actions ](https://automatorplugin.com/integration/cloudways/) Triggers No triggers Actions Get the status of a Cloudways operation Start a Cloudways application backup process Start adding a Cloudways application Start removing a Cloudways application [ ![Code Snippets](https://automatorplugin.com/wp-content/uploads/2024/04/code-snippets-icon.svg) ### Code Snippets 3 actions ](https://automatorplugin.com/integration/code-snippets/) Triggers No triggers Actions Activate a snippet Deactivate a snippet Create a snippet [ ![Cohere](https://automatorplugin.com/wp-content/uploads/2025/05/cohere-icon.svg) ### Cohere 1 action ](https://automatorplugin.com/integration/cohere/) Triggers No triggers Actions Use a prompt to generate a text response with a Cohere model [ ![Constant Contact](https://automatorplugin.com/wp-content/uploads/2023/09/constant-contact-icon.svg) ### Constant Contact 4 actions ](https://automatorplugin.com/integration/constant-contact/) Triggers No triggers Actions Add a contact to a list Add a tag to a contact Create or update a contact Delete a contact [ ![Contact Form 7](https://automatorplugin.com/wp-content/uploads/2018/06/contact-form-7.svg) ### Contact Form 7 4 triggers, 1 action ](https://automatorplugin.com/integration/contact-form-7/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions Register a new user [ ![Contact Form 7 Database Addon](https://automatorplugin.com/wp-content/uploads/2026/09/contact-form-7-database-addon-icon.svg) ### Contact Form 7 Database Addon ](https://automatorplugin.com/?post_type=integration&p=302348) Triggers No triggers Actions No actions [ ![Convert Pro](https://automatorplugin.com/wp-content/uploads/2026/09/convertpro-icon.svg) ### Convert Pro ](https://automatorplugin.com/?post_type=integration&p=302288) Triggers No triggers Actions No actions [ ![Coupon Affiliates](https://automatorplugin.com/wp-content/uploads/2026/09/coupon-affiliates-icon.svg) ### Coupon Affiliates ](https://automatorplugin.com/?post_type=integration&p=302286) Triggers No triggers Actions No actions [ ![CSV](https://automatorplugin.com/wp-content/uploads/2024/10/csv-icon.svg) ### CSV 1 trigger, 1 action ](https://automatorplugin.com/integration/csv/) Triggers Import a CSV file Actions Import a CSV file [ ![Custom Action](https://automatorplugin.com/wp-content/uploads/2024/10/custom-action-icon-1.svg) ### Custom Action 1 action ](https://automatorplugin.com/integration/custom-action/) Triggers No triggers Actions Call a do\_action hook [ ![Custom User Fields](https://automatorplugin.com/wp-content/uploads/2023/11/custom-user-fields-icon-1.svg) ### Custom User Fields 2 triggers, 1 action, 1 condition ](https://automatorplugin.com/integration/custom-user-fields-addon/) Triggers A user's custom user field is updated A user's custom user field is updated to a value Actions Update the user's custom user field to a value Conditions A user's custom user field meets a condition [ ![Database Query](https://automatorplugin.com/wp-content/uploads/2024/05/database-query-icon.svg) ### Database Query 2 actions ](https://automatorplugin.com/integration/database-query/) Triggers No triggers Actions Run a SELECT query Run an SQL query [ ![Date and Time](https://automatorplugin.com/wp-content/uploads/2024/03/date-time-icon-1.svg) ### Date and Time 3 actions ](https://automatorplugin.com/integration/date-and-time/) Triggers No triggers Actions Generate a date Generate a date and time Generate a date and time based on a date [ ![DeepSeek](https://automatorplugin.com/wp-content/uploads/2025/05/deepseek-icon.svg) ### DeepSeek 1 action ](https://automatorplugin.com/?post_type=integration&p=199600) Triggers No triggers Actions Use a prompt to generate a text response with a DeepSeek model [ ![Discord](https://automatorplugin.com/wp-content/uploads/2024/10/discord-icon.svg) ### Discord 9 actions ](https://automatorplugin.com/integration/discord/) Triggers No triggers Actions Add a member to a channel Assign a role to a member Create a channel Remove a member Remove a role from a member Send a direct message to a Discord member Send a message to a channel Send an invitation to join a server to an email Update a member [ ![Divi](https://automatorplugin.com/wp-content/uploads/2021/09/divi-icon.svg) ### Divi 4 triggers ](https://automatorplugin.com/integration/divi/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions No actions [ ![Docusign](https://automatorplugin.com/wp-content/uploads/2024/12/docusign-icon.svg) ### Docusign ](https://automatorplugin.com/?post_type=integration&p=185019) Triggers No triggers Actions No actions [ ![Dokan](https://automatorplugin.com/wp-content/uploads/2026/08/dokan-icon.svg) ### Dokan ](https://automatorplugin.com/?post_type=integration&p=301994) Triggers No triggers Actions No actions [ ![Drip](https://automatorplugin.com/wp-content/uploads/2023/01/drip-icon.svg) ### Drip 7 actions ](https://automatorplugin.com/integration/drip/) Triggers No triggers Actions Add a subscriber to a campaign Add a tag to a subscriber Create or update a subscriber Delete a subscriber Remove a subscriber from a campaign Remove a tag from a subscriber Unsubscribe a subscriber from all the mailings [ ![Dropbox](https://automatorplugin.com/wp-content/uploads/2024/01/dropbox-icon.svg) ### Dropbox ](https://automatorplugin.com/?post_type=integration&p=154855) Triggers No triggers Actions No actions [ ![Duplicator](https://automatorplugin.com/wp-content/uploads/2025/01/duplicator-icon.svg) ### Duplicator 1 trigger, 1 action ](https://automatorplugin.com/integration/duplicator/) Triggers A backup completes with a specific status Actions Initiate a backup [ ![Dynamic Content](https://automatorplugin.com/wp-content/uploads/2025/04/dynamic-content-icon.svg) ### Dynamic Content 5 actions ](https://automatorplugin.com/integration/dynamic-content/) Triggers No triggers Actions Clear a dynamic content block for a specific user Clear a dynamic content block for the user Update a dynamic content block for a specific user Update a global dynamic content block Update a dynamic content block for the user [ ![Easy Affiliate](https://automatorplugin.com/wp-content/uploads/2022/07/easy-affiliate-icon.svg) ### Easy Affiliate 3 triggers, 2 actions ](https://automatorplugin.com/integration/easy-affiliate/) Triggers A new sale is recorded for an affiliate An affiliate is added A payout is made to an affiliate Actions Add a new affiliate Record a sale for an affiliate [ ![Easy Digital Downloads](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) ### Easy Digital Downloads 8 triggers, 3 actions, 3 conditions ](https://automatorplugin.com/integration/easy-digital-downloads/) Triggers A user purchases a download A user purchases a price option of a download A user's Stripe payment for an order is refunded User completes an order A payment fails A product is purchased with a discount code A customer purchases a download A file is downloaded Actions Delete a customer by email Delete a customer by ID Generate a discount code Conditions The user has/has not downloaded a file The user has/has not purchased a download The user does not have an active subscription to a specific download [ ![Easy WP SMTP](https://automatorplugin.com/wp-content/uploads/2026/02/easy-wp-smtp-icon.svg) ### Easy WP SMTP 3 triggers ](https://automatorplugin.com/integration/easy-wp-smtp/) Triggers An email fails to send An email is blocked from sending An email is sent successfully Actions No actions [ ![EDD - Recurring Payments](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) ### EDD - Recurring Payments 8 triggers, 3 actions, 2 conditions ](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/) Triggers A user subscribes to a download A user cancels a subscription to a download A user cancels their subscription to a price option of a download A user receives a Stripe refund for their subscription to a price option of a download A user subscribes to a price option of a download A user's subscription to a download expires A user's subscription to a price option of a download expires A user's subscription to a price option of a download is renewed Actions Cancel a user's subscription to a download Cancel the user's subscription matching a subscription ID Set a subscription download to expire on a specific date for the user Conditions The user does not have an active subscription to a specific download The user has an active subscription to a specific download [ ![EDD - Software Licensing](https://automatorplugin.com/wp-content/uploads/2018/03/edd-icon.svg) ### EDD - Software Licensing 5 triggers, 2 conditions ](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) Triggers A user's license for a download expires A user's license for a download is created A user's license for a download is disabled A license for a download is created A license for a download is expired Actions No actions Conditions The user does not have an active license for a download The user has an active license for a download [ ![Elementor Pro](https://automatorplugin.com/wp-content/uploads/2020/09/elementor-icon.svg) ### Elementor Pro 5 triggers, 1 action ](https://automatorplugin.com/integration/elementor/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A post is published with Elementor A form is submitted with a specific value in a specific field Actions Show a popup to the user [ ![Emails](https://automatorplugin.com/wp-content/uploads/2022/08/emails-icon.svg) ### Emails 1 action, 2 conditions ](https://automatorplugin.com/integration/emails/) Triggers No triggers Actions Send an email Conditions An email address does not end with a domain An email address ends with a domain [ ![Eventin](https://automatorplugin.com/wp-content/uploads/2026/08/eventin-icon.svg) ### Eventin 8 triggers, 6 actions, 4 conditions ](https://automatorplugin.com/integration/eventin/) Triggers A user purchases a ticket for an event An attendee is checked in to an event An attendee is registered for an event An event is created An event is updated A user joins the waiting list for an event An order for an event is placed An order for an event is refunded Actions Add the user as an attendee to an event Check in an attendee Update the status of an order Create a coupon Create an event Send the user their ticket for an event Conditions An event has/does not have tickets available An event is/is not a status The user has/does not have a ticket for an event The user's order for an event has/does not have a status [ ![Events Manager](https://automatorplugin.com/wp-content/uploads/2020/09/events-manager-icon.svg) ### Events Manager 7 triggers, 1 action ](https://automatorplugin.com/integration/events-manager/) Triggers A user publishes a new event A user registers for an event A user's booking for an event is approved A user registers for an event with a specific ticket A user unregisters from an event An attendee registers for an event A booking for an event is approved Actions Unregister the user from an event [ ![Everest Forms](https://automatorplugin.com/wp-content/uploads/2024/09/everest-forms-icon.svg) ### Everest Forms 4 triggers ](https://automatorplugin.com/integration/everest-forms/) Triggers A form is submitted A user submits a form A form is submitted with a specific value in a specific field A user submits a form with a specific value in a specific field Actions No actions [ ![ExactMetrics](https://automatorplugin.com/wp-content/uploads/2024/07/exactmetrics-icon.svg) ### ExactMetrics 3rd party 1 action ](https://automatorplugin.com/integration/exactmetrics/) Triggers No triggers Actions Add site note information [ ![Facebook Groups (Deprecated)](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) ### Facebook Groups (Deprecated) 3 actions ](https://automatorplugin.com/integration/facebook-groups/) Triggers No triggers Actions Publish a post to a Facebook group Publish a post with an image to a Facebook group Share a link with a message to a Facebook group [ ![Facebook Lead Ads](https://automatorplugin.com/wp-content/uploads/2025/04/facebook-lead-ads-icon.svg) ### Facebook Lead Ads 1 trigger ](https://automatorplugin.com/integration/facebook-lead-ads/) Triggers A new lead is created Actions No actions [ ![Facebook Pages](https://automatorplugin.com/wp-content/uploads/2021/06/facebook-icon.svg) ### Facebook Pages 3 actions ](https://automatorplugin.com/integration/facebook/) Triggers No triggers Actions Publish a post to a Facebook page Publish a post with an image to a Facebook page Share a link with a message to a Facebook page [ ![Favorites](https://automatorplugin.com/wp-content/uploads/2026/09/favorites-icon.svg) ### Favorites ](https://automatorplugin.com/?post_type=integration&p=302842) Triggers No triggers Actions No actions [ ![Fluent Forms](https://automatorplugin.com/wp-content/uploads/2020/06/wp-fluent-forms-icon.svg) ### Fluent Forms 4 triggers, 1 action ](https://automatorplugin.com/integration/wp-fluent-forms/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions Register a new user [ ![Fluent Support](https://automatorplugin.com/wp-content/uploads/2022/05/fluent-support-icon.svg) ### Fluent Support 14 triggers, 1 action ](https://automatorplugin.com/integration/fluent-support/) Triggers A ticket is closed by a customer A ticket is opened by a customer A ticket receives a reply from a customer A user's ticket receives a reply from an agent A ticket for a product is closed by a customer or an agent A ticket for a product is opened by a customer or an agent A ticket for a product is replied to by a customer A ticket for a product is replied to by an agent A ticket with a priority is closed by a customer or an agent A ticket with a priority is opened by a customer or an agent A ticket with a priority is replied to by a customer A ticket with a priority is replied to by an agent A ticket is opened A ticket is closed Actions Create a ticket [ ![FluentAffiliate](https://automatorplugin.com/wp-content/uploads/2026/09/fluentaffiliate-icon.svg) ### FluentAffiliate ](https://automatorplugin.com/?post_type=integration&p=302278) Triggers No triggers Actions No actions [ ![FluentBoards](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-boards-icon.svg) ### FluentBoards 10 triggers, 8 actions, 6 conditions ](https://automatorplugin.com/integration/fluentboards/) Triggers A board is created A comment is added to a task on a board A label is added to or removed from a task on a board A task is created on a board A task on a board is completed or reopened A task on a board's due date is set or changed A user is assigned to a task on a board A user is unassigned from a task on a board A board's title or description is updated A subtask is added to a task on a board Actions Add a comment to a task Add a user to a board Assign a user to a task Create a board Create a task on a board Update a task's properties Delete a task Remove a user from a task Conditions A task has a label A task has a priority A task has a status A task is assigned to a user A task is in a stage A task is on a board [ ![FluentBooking](https://automatorplugin.com/wp-content/uploads/2024/06/fluentbooking-icon.svg) ### FluentBooking 6 triggers, 1 action ](https://automatorplugin.com/integration/fluentbooking/) Triggers A group meeting is scheduled A meeting is cancelled A one-to-one meeting is cancelled A one-to-one meeting is scheduled A group meeting is scheduled with a specific host A one-to-one meeting is scheduled with a specific host Actions Add a meeting [ ![FluentCart](https://automatorplugin.com/wp-content/uploads/2026/06/fluent-cart-icon.svg) ### FluentCart 10 triggers, 3 actions, 4 conditions ](https://automatorplugin.com/integration/fluentcart/) Triggers A user's order changes to a status A user's order for a product is paid A user's subscription changes to a status A user's subscription to a product is activated A user's subscription to a product is cancelled A user's subscription to a product is renewed A user's license for a product expires A user's license for a product is disabled A user's license for a product is renewed A user's license for a product is upgraded Actions Add a note to an order Cancel a subscription Set an order to a status Conditions A customer's lifetime value meets a condition A customer's purchase count meets a condition An order contains a product An order's total meets a condition [ ![FluentCommunity](https://automatorplugin.com/wp-content/uploads/2025/05/fluentcommunity-icon.svg) ### FluentCommunity 12 triggers, 7 actions, 5 conditions ](https://automatorplugin.com/integration/fluentcommunity/) Triggers A user completes a course A user completes a lesson in a course A user is enrolled in a course A user joins a space A user posts to a space A user comments on a post in a space A user is unenrolled from a course A user leaves a space A user reacts to a post in a space A user submits a request to join a space A user achieves a percentage greater than, less than, or equal to a value on a quiz A user completes a quiz in a course / A user passes or fails a quiz in a course Actions Add the user to a space Enroll the user in a course Add a post to a space Mark a course complete for the user Mark a lesson complete for the user Remove the user from a space Unenroll the user from a course Conditions The user belongs/does not belong to a space The user has/has not completed a course The user has/has not completed a lesson in a course The user has/has not completed a quiz in a course The user is/is not enrolled in a course [ ![FluentCRM](https://automatorplugin.com/wp-content/uploads/2020/10/fluent-crm-icon.svg) ### FluentCRM 10 triggers, 9 actions, 4 conditions ](https://automatorplugin.com/integration/fluentcrm/) Triggers A tag is added to a user A user is added to a list A user is set to a specific status A tag is removed from a user A user is removed from a list A contact is added to a list A contact is set to a specific status A tag is added to a contact A contact is removed from a list A tag is removed from a contact Actions Add/Update a contact Add tags to a contact Add tags to the user Add the user to lists Add a contact to a list Remove a contact from lists Remove tags from a contact Remove tags from the user Remove the user from lists Conditions A user belongs to a list A user does not belong to a list A user does not have a tag A user has a tag [ ![FluentSMTP](https://automatorplugin.com/wp-content/uploads/2026/09/fluentsmtp-icon.svg) ### FluentSMTP ](https://automatorplugin.com/?post_type=integration&p=302262) Triggers No triggers Actions No actions [ ![Formatter](https://automatorplugin.com/wp-content/uploads/2023/05/formatter-icon.svg) ### Formatter 5 actions ](https://automatorplugin.com/integration/formatter/) Triggers No triggers Actions Convert date into format Convert number into format Convert text into format Extract the first word from a string Replace values in a string [ ![Formidable Forms](https://automatorplugin.com/wp-content/uploads/2018/11/formidable-forms-icon.svg) ### Formidable Forms 6 triggers, 2 actions ](https://automatorplugin.com/integration/formidable-forms/) Triggers A user submits a form A user submits a form with a specific value in a specific field A user updates an entry in a form A form is submitted A form is submitted with a specific value in a specific field A user submits a row on a form in a repeater Actions Create an entry for a form Register a new user [ ![Forminator](https://automatorplugin.com/wp-content/uploads/2020/05/forminator-icon.svg) ### Forminator 3 triggers, 1 action ](https://automatorplugin.com/integration/forminator/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted Actions Register a new user [ ![ForumWP](https://automatorplugin.com/wp-content/uploads/2026/08/forumwp-icon.svg) ### ForumWP ](https://automatorplugin.com/?post_type=integration&p=302004) Triggers No triggers Actions No actions [ ![Freshbooks](https://automatorplugin.com/wp-content/uploads/2024/12/freshbooks-icon.svg) ### Freshbooks ](https://automatorplugin.com/?post_type=integration&p=185070) Triggers No triggers Actions No actions [ ![FunnelKit Automations](https://automatorplugin.com/wp-content/uploads/2022/05/autonami-icon.svg) ### FunnelKit Automations 8 triggers, 8 actions ](https://automatorplugin.com/integration/autonami/) Triggers A tag is added to a user A user is added to a list A tag is removed from a user A user is removed from a list A contact is added to a list A tag is added to a contact A contact is removed from a list A tag is removed from a contact Actions Add a tag to a contact Add a tag to the user Add a contact to a list Add the user to a list Remove a contact from a list Remove a tag from a contact Remove a tag from the user Remove the user from a list [ ![GamiPress](https://automatorplugin.com/wp-content/uploads/2018/11/gamipress-icon.svg) ### GamiPress 7 triggers, 7 actions, 1 condition ](https://automatorplugin.com/integration/gamipress/) Triggers A user earns greater than, less than, or equal to a number of a specific type of points in a single transaction A user loses greater than, less than, or equal to a number of a specific type of points A user attains a rank A user earns a number of a specific type of points A user earns an achievement A user's total points reaches a specific threshold An achievement is revoked from the user Actions Award a rank to the user Award an achievement to the user Award points to the user Revoke a rank from the user Revoke all of a certain type of points from the user Revoke an achievement from the user Revoke points from the user Conditions The user's points type meets a condition [ ![Generator](https://automatorplugin.com/wp-content/uploads/2024/03/generator-icon.svg) ### Generator 4 actions ](https://automatorplugin.com/integration/generator/) Triggers No triggers Actions Generate a hash Generate a nonce Generate a random email Generate a random string [ ![GeoDirectory](https://automatorplugin.com/wp-content/uploads/2026/06/geo-directory-icon.svg) ### GeoDirectory ](https://automatorplugin.com/?post_type=integration&p=220219) Triggers No triggers Actions No actions [ ![GetResponse](https://automatorplugin.com/wp-content/uploads/2024/03/getresponse-icon.svg) ### GetResponse 2 actions ](https://automatorplugin.com/integration/getresponse/) Triggers No triggers Actions Create or update a contact Remove a contact [ ![GitHub](https://automatorplugin.com/wp-content/uploads/2024/01/github-icon.svg) ### GitHub 6 triggers, 4 actions ](https://automatorplugin.com/integration/github/) Triggers A pull request is merged in a repository A pull request is opened in a repository A push is made to a repository A release is published in a repository An event occurs in a repository An issue is created in a repository Actions Add a comment to an issue or pull request in a repository Add a label to an issue or pull request in a repository Add a release tag to a branch Remove a label from an issue or pull request in a repository [ ![GiveWP](https://automatorplugin.com/wp-content/uploads/2020/08/givewp.svg) ### GiveWP 8 triggers, 2 actions, 1 condition ](https://automatorplugin.com/integration/givewp/) Triggers A user makes a donation via a form A user cancels a recurring donation from a specific form A user continues a recurring donation A user makes a donation via a form for an amount great than, less than, or equal to an amount A user makes a donation via a form with a specific value in a specific field A donation is made via a form A donation form is submitted A donation is made via a form for an amount greater than, less than, or equal to an amount Actions Add a note to a donor Create a donor Conditions The user has/does not have an active recurring donation [ ![Gmail](https://automatorplugin.com/wp-content/uploads/2026/06/gmail-icon.svg) ### Gmail ](https://automatorplugin.com/?post_type=integration&p=220023) Triggers No triggers Actions No actions [ ![Google Analytics](https://automatorplugin.com/wp-content/uploads/2024/12/google-analytics-icon.svg) ### Google Analytics ](https://automatorplugin.com/?post_type=integration&p=185092) Triggers No triggers Actions No actions [ ![Google Calendar](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-icon.svg) ### Google Calendar 3 actions ](https://automatorplugin.com/integration/google-calendar/) Triggers No triggers Actions Add an attendee to an event in a Google Calendar Add an event to a Google Calendar Remove an attendee from an event in a Google Calendar [ ![Google Contacts](https://automatorplugin.com/wp-content/uploads/2023/08/google-contacts-icon.svg) ### Google Contacts 3 actions ](https://automatorplugin.com/integration/google-contacts/) Triggers No triggers Actions Add a label to a contact Create a contact Create a label [ ![Google Docs](https://automatorplugin.com/wp-content/uploads/2026/06/google-docs-icon.svg) ### Google Docs ](https://automatorplugin.com/?post_type=integration&p=220025) Triggers No triggers Actions No actions [ ![Google Forms](https://automatorplugin.com/wp-content/uploads/2026/06/google-forms-icon.svg) ### Google Forms ](https://automatorplugin.com/?post_type=integration&p=220020) Triggers No triggers Actions No actions [ ![Google Gemini](https://automatorplugin.com/wp-content/uploads/2025/06/google-gemini-icon.svg) ### Google Gemini 1 action ](https://automatorplugin.com/integration/gemini/) Triggers No triggers Actions Use a prompt to generate a text response with a Gemini model [ ![Google Sheets](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) ### Google Sheets 2 actions ](https://automatorplugin.com/integration/google-sheets/) Triggers No triggers Actions Create a row in Google Sheets Update a row in a Google Sheet [ ![Google Sheets Web App](https://automatorplugin.com/wp-content/uploads/2021/01/google-sheets-icon.svg) ### Google Sheets Web App 1 trigger ](https://automatorplugin.com/integration/sheets-web-app/) Triggers Receive data from Google Sheets Web App Actions No actions [ ![Google Tasks](https://automatorplugin.com/wp-content/uploads/2026/06/google-tasks-icon.svg) ### Google Tasks ](https://automatorplugin.com/?post_type=integration&p=220018) Triggers No triggers Actions No actions [ ![GoTo Meeting](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) ### GoTo Meeting 2 actions ](https://automatorplugin.com/integration/gotomeeting/) Triggers No triggers Actions Create a meeting Delete a meeting [ ![GoTo Training](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) ### GoTo Training 4 actions ](https://automatorplugin.com/integration/gototraining/) Triggers No triggers Actions Add the user to a training session Remove the user from a training session Add an attendee Remove an attendee [ ![GoTo Webinar](https://automatorplugin.com/wp-content/uploads/2020/06/goto-icon.svg) ### GoTo Webinar 2 actions ](https://automatorplugin.com/integration/gotowebinar/) Triggers No triggers Actions Add the user to a webinar Remove the user from a webinar [ ![Gravity Flow](https://automatorplugin.com/wp-content/uploads/2026/06/gravity-flow-icon.svg) ### Gravity Flow ](https://automatorplugin.com/?post_type=integration&p=220217) Triggers No triggers Actions No actions [ ![Gravity Forms](https://automatorplugin.com/wp-content/uploads/2018/03/gravity-forms-icon.svg) ### Gravity Forms 15 triggers, 6 actions ](https://automatorplugin.com/integration/gravity-forms/) Triggers A user submits a form A user submits a form with a code from a specific batch A user is registered A user registers with a form A user submits a form with a specific value in a specific field A user submits a form with payment A form is submitted A form is submitted with a key from a specific group An entry for a form is updated A form entry is updated to a status A form is submitted with a specific value in a specific field A form is submitted with payment A list row is submitted in a form A specific field in an entry for a form is updated to a specific value An entry is deleted from a form Actions Create an entry for a form Delete all form entries for a specific user Delete the entry that matches an entry ID Submit an entry for a form Update an entry of a form Register a new user [ ![GravityKit](https://automatorplugin.com/wp-content/uploads/2022/05/gravitykit-icon.svg) ### GravityKit 2 triggers ](https://automatorplugin.com/integration/gravitykit/) Triggers An entry for a specific form is approved An entry for a specific form is rejected Actions No actions [ ![Groundhogg](https://automatorplugin.com/wp-content/uploads/2020/07/groundhogg-icon-1.svg) ### Groundhogg 12 triggers, 6 actions, 2 conditions ](https://automatorplugin.com/integration/groundhogg/) Triggers A tag is added to a user A tag is removed from a user A note is added to a contact A tag is added to a contact A tag is removed from a contact A contact clicks a link in an email A contact is created A contact opens an email A contact's opt-in status changes A flow step for a contact results in a status A task is completed for a contact A task is marked incomplete for a contact Actions Add a tag to a contact Add a tag to the user Create or update a contact Remove a tag from a contact Remove a tag from the user Add a note to a contact Conditions A user does not have a tag A user has a tag [ ![H5P](https://automatorplugin.com/wp-content/uploads/2018/08/h5p.svg) ### H5P 3 triggers ](https://automatorplugin.com/integration/h5p/) Triggers A user achieves a score greater than, less than or equal to a value on H5P content A user completes any of a specific type of H5P content A user completes H5P content Actions No actions [ ![HappyForms](https://automatorplugin.com/wp-content/uploads/2020/09/happyforms-icon.svg) ### HappyForms 4 triggers, 1 action ](https://automatorplugin.com/integration/happyforms/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions Register a new user [ ![Help Scout](https://automatorplugin.com/wp-content/uploads/2022/11/help-scout-icon.svg) ### Help Scout 5 triggers, 3 actions ](https://automatorplugin.com/integration/help-scout/) Triggers A conversation is created in a mailbox A conversation in a mailbox receives a reply from a customer A conversation receives a specific rating A conversation's tags are updated A note is added to a conversation Actions Add a tag to a conversation Create a conversation in a mailbox Update the properties of a customer [ ![Heroic Knowledge Base](https://automatorplugin.com/wp-content/uploads/2023/12/heroic-knowledge-base-icon.svg) ### Heroic Knowledge Base 4 triggers ](https://automatorplugin.com/integration/heroic-knowledge-base/) Triggers A user gives a negative rating to an article A user gives a positive rating to an article An article receives a negative rating An article receives a positive rating Actions No actions [ ![HubSpot](https://automatorplugin.com/wp-content/uploads/2021/09/hubspot-icon.svg) ### HubSpot 6 actions ](https://automatorplugin.com/integration/hubspot/) Triggers No triggers Actions Add a HubSpot contact to a static list Add the user's HubSpot contact to a static list Add/Update the user in HubSpot Create/Update a contact in HubSpot Remove a HubSpot contact from a static list Remove the user's HubSpot contact from a static list [ ![IFTTT](https://automatorplugin.com/wp-content/uploads/2021/12/ifttt-icon.svg) ### IFTTT 1 trigger, 2 actions ](https://automatorplugin.com/integration/ifttt/) Triggers Receive data from IFTTT webhook Actions Send data to IFTTT webhook Register a new user [ ![Instagram](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-icon.svg) ### Instagram 1 action ](https://automatorplugin.com/integration/instagram/) Triggers No triggers Actions Publish a photo to an Instagram account [ ![Integrately](https://automatorplugin.com/wp-content/uploads/2021/12/integrately-icon.svg) ### Integrately 1 trigger, 2 actions ](https://automatorplugin.com/integration/integrately/) Triggers Receive data from Integrately webhook Actions Send data to Integrately webhook Register a new user [ ![Integromat](https://automatorplugin.com/wp-content/uploads/2020/09/integromat-icon.svg) ### Integromat 1 trigger, 1 action ](https://automatorplugin.com/integration/integromat/) Triggers Receive data from Integromat webhook Actions Send data to Integromat webhook [ ![JetBooking](https://automatorplugin.com/wp-content/uploads/2026/08/jetbooking-icon.svg) ### JetBooking ](https://automatorplugin.com/?post_type=integration&p=302016) Triggers No triggers Actions No actions [ ![JetEngine](https://automatorplugin.com/wp-content/uploads/2022/08/jetengine-icon.svg) ### JetEngine 6 triggers, 5 actions ](https://automatorplugin.com/integration/jetengine/) Triggers A user updates a specific JetEngine field on a specific post type A user updates a specific JetEngine field on a specific post type to a specific value A custom content type item is created A custom content type item is updated A user submits a form A user updates a user meta field Actions Create an item in a custom content type Delete an item from a custom content type Set a field on a post to a specific value Set the user's user meta field to a specific value Update an item in a custom content type [ ![JetFormBuilder](https://automatorplugin.com/wp-content/uploads/2022/08/jetformbuildericon.svg) ### JetFormBuilder 4 triggers ](https://automatorplugin.com/integration/jetformbuilder/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions No actions [ ![Jetpack CRM](https://automatorplugin.com/wp-content/uploads/2022/09/jetpack-crm-icon.svg) ### Jetpack CRM 11 triggers, 5 actions ](https://automatorplugin.com/integration/jetpack-crm/) Triggers A company is created A contact is created A company is deleted A contact is deleted A quote is created A quote status is accepted A tag is added to a company A tag is added to a contact A transaction is deleted An invoice is created An invoice is deleted Actions Add a tag to a company Add a tag to a contact Create a contact Delete a contact Change a contact's status to a new status [ ![Jira](https://automatorplugin.com/wp-content/uploads/2024/12/jira-icon.svg) ### Jira ](https://automatorplugin.com/?post_type=integration&p=185014) Triggers No triggers Actions No actions [ ![JobBoardWP](https://automatorplugin.com/wp-content/uploads/2026/08/jobboardwp-icon.svg) ### JobBoardWP ](https://automatorplugin.com/?post_type=integration&p=302002) Triggers No triggers Actions No actions [ ![JSON](https://automatorplugin.com/wp-content/uploads/2024/10/json-icon.svg) ### JSON 1 trigger, 1 action ](https://automatorplugin.com/integration/json/) Triggers Import a JSON file Actions Import a JSON file [ ![Kadence](https://automatorplugin.com/wp-content/uploads/2024/02/kadence-icon.svg) ### Kadence 3 triggers ](https://automatorplugin.com/integration/kadence/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted Actions No actions [ ![Keap](https://automatorplugin.com/wp-content/uploads/2024/04/keap-icon.svg) ### Keap 5 actions ](https://automatorplugin.com/integration/keap/) Triggers No triggers Actions Add a note to a contact Add a tag to a contact Add/Update a company Add/Update a contact Remove a tag from a contact [ ![Kinsta](https://automatorplugin.com/wp-content/uploads/2026/09/kinsta-icon.svg) ### Kinsta 3rd party 3 actions ](https://automatorplugin.com/integration/kinsta/) Triggers No triggers Actions Get the status of a Kinsta operation Start creating a Kinsta plain site Start deleting a Kinsta site [ ![Kit](https://automatorplugin.com/wp-content/uploads/2023/01/kit-icon.svg) ### Kit 4 actions ](https://automatorplugin.com/integration/convertkit/) Triggers No triggers Actions Add a subscriber to a form Add a subscriber to a sequence Add a tag to a subscriber Remove a tag from a subscriber [ ![KonnectzIT](https://automatorplugin.com/wp-content/uploads/2022/07/konnectzit-icon.svg) ### KonnectzIT 1 trigger, 1 action ](https://automatorplugin.com/integration/konnectzit/) Triggers Receive data from KonnectzIT webhook Actions Send data to KonnectzIT webhook [ ![LatePoint](https://automatorplugin.com/wp-content/uploads/2026/06/late-point-icon.svg) ### LatePoint ](https://automatorplugin.com/?post_type=integration&p=220040) Triggers No triggers Actions No actions [ ![Leaky Paywall](https://automatorplugin.com/wp-content/uploads/2026/08/leaky-paywall-icon.svg) ### Leaky Paywall ](https://automatorplugin.com/?post_type=integration&p=302000) Triggers No triggers Actions No actions [ ![LearnDash](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) ### LearnDash 27 triggers, 29 actions, 18 conditions ](https://automatorplugin.com/integration/learndash/) Triggers A user achieves a percentage greater than, less than or equal to a value on a quiz A user achieves a score greater than, less than or equal to a value on a quiz A user achieves greater than, less than or equal to a number of points on a quiz A user attempts (passes or fails) a quiz A user completes a course A user completes a lesson A user completes a topic A user fails a quiz A user has completed a percentage of a course A user passes a quiz A Group Leader is added to a group A Group Leader is removed from a group A user answers a quiz question correctly A user answers a quiz question incorrectly A user completes a group's courses A user is added to a group A user is enrolled in a course A user is removed from a group A user is unenrolled from a course A user submits an assignment for a lesson or topic A user submits an essay for a quiz A user's access to a course expires An assignment is graded An essay question is graded A course is added to a group A user is added to a group that has access to a course A user is enrolled in a course via group enrollment Actions Create a group Enroll the user in a course Make the user the leader of a group Mark a course complete for the user Mark a lesson complete for the user Mark a topic complete for the user Add a course to a group Add the user to a group Extend the user's access to a course by a number of days Mark a lesson not complete for the user Mark a quiz complete for the user Mark a quiz not complete for the user Mark a topic not complete for the user Remove a course from a group Remove the Group Leader from a group and all its children Remove the user as a leader of a group Remove the user from a group Remove the user from a group and all its children Remove the user from all groups Repair the progress of a completed course for the user Reset the user's attempts for a quiz Reset the user's progress in a course Reset the user's progress for all courses associated with a group Send a certificate Send an email to Group Leaders of a group Send an email to the user's group leader(s) Unenroll the user from a course Unenroll the user from all courses Unenroll the user from all courses associated with a group Conditions The user is a leader of a group The user has completed a course The user has completed a lesson The user has completed a quiz The user has completed a topic The user has failed a quiz The user has not completed a course The user has not completed a lesson The user has not completed a quiz The user has not completed a topic The user has passed a quiz The user is a member of a group The user is a member of a group or its child groups The user is enrolled in a course The user is not a leader of a group The user is not a member of a group The user is not a member of a group or its child groups The user is not enrolled in a course [ ![LearnDash Achievements](https://automatorplugin.com/wp-content/uploads/2018/03/learndash.svg) ### LearnDash Achievements 1 action ](https://automatorplugin.com/integration/learndash-achievements/) Triggers No triggers Actions Award an achievement to the user [ ![LearnPress](https://automatorplugin.com/wp-content/uploads/2025/11/learnpress-icon-2.svg) ### LearnPress 3 triggers, 5 actions ](https://automatorplugin.com/integration/learnpress/) Triggers A user completes a course A user completes a lesson A user is enrolled in a course Actions Mark a lesson complete for the user Mark a section complete for the user Enroll the user in a course Mark a course complete for the user Remove the user from a course [ ![LifterLMS](https://automatorplugin.com/wp-content/uploads/2018/08/lifterlms-icon.svg) ### LifterLMS 15 triggers, 8 actions, 4 conditions ](https://automatorplugin.com/integration/lifterlms/) Triggers A user attempts (passes or fails) a quiz A user completes a course A user completes a lesson A user completes a section A user fails a quiz A user is enrolled in a course A user passes a quiz A user cancels a membership A user enrolls in a membership A user is unenrolled from a course A user joins a group A user leaves a group A user triggers an engagement A user's enrollment of a type is changed to a status A user's order status of a product type changes to a specific status Actions Mark a lesson complete for the user Mark a section complete for the user Enroll the user in a course Enroll the user in a membership Mark a course complete for the user Remove the user from a course Remove the user from a membership Reset the user's attempts for a quiz Conditions The user does not have a membership The user has a membership The user is enrolled in a course The user is not enrolled in a course [ ![Lindris](https://automatorplugin.com/wp-content/uploads/2025/06/lindris-icon.svg) ### Lindris ](https://automatorplugin.com/?post_type=integration&p=201896) Triggers No triggers Actions No actions [ ![LinkedIn Pages](https://automatorplugin.com/wp-content/uploads/2022/07/linkedin-icon.svg) ### LinkedIn Pages 3 actions ](https://automatorplugin.com/integration/linkedin-pages/) Triggers No triggers Actions Publish a post to a LinkedIn page Publish a post with an image to a LinkedIn page Schedule a post on a LinkedIn page [ ![LiteSpeed Cache](https://automatorplugin.com/wp-content/uploads/2026/02/litespeed-icon.svg) ### LiteSpeed Cache 3 actions ](https://automatorplugin.com/integration/litespeed-cache/) Triggers No triggers Actions Purge all LiteSpeed caches Purge LiteSpeed cache for a specific post Purge LiteSpeed cache for a specific URL [ ![Logging](https://automatorplugin.com/wp-content/uploads/2024/08/logging-icon-1.svg) ### Logging 1 action ](https://automatorplugin.com/integration/logging/) Triggers No triggers Actions Write data to the log [ ![Loginizer](https://automatorplugin.com/wp-content/uploads/2026/07/loginizer-icon.svg) ### Loginizer 4 triggers, 5 actions, 2 conditions ](https://automatorplugin.com/integration/loginizer/) Triggers A login attempt fails A user logs in A user registers via social login A login is blocked Actions Add an IP range to the blacklist Add an IP range to the whitelist Clear the failed login logs for an IP Remove an IP address from the blacklist Remove an IP from the whitelist Conditions The user's IP is blacklisted The user's IP is whitelisted [ ![Loop](https://automatorplugin.com/wp-content/uploads/2025/05/loop-icon.svg) ### Loop 1 action ](https://automatorplugin.com/integration/loop/) Triggers No triggers Actions End Loop [ ![Magic Button](https://automatorplugin.com/wp-content/uploads/2024/03/magic-button-icon.svg) ### Magic Button 4 triggers ](https://automatorplugin.com/integration/magic-button/) Triggers A user clicks a magic button A user clicks a magic link A magic button is clicked A magic link is clicked Actions No actions [ ![Mailchimp](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-icon.svg) ### Mailchimp 3 triggers, 11 actions ](https://automatorplugin.com/integration/mailchimp/) Triggers A contact email is changed A contact is added to an audience A contact is unsubscribed from an audience Actions Add a contact to an audience Add a note to a contact Add a note to the user Add a tag to a contact Add a tag to the user Add the user to an audience Create and send a campaign Remove a tag from a contact Remove a tag from the user Unsubscribe a contact from an audience Unsubscribe the user from an audience [ ![MailerLite](https://automatorplugin.com/wp-content/uploads/2022/10/mailerlite-icon.svg) ### MailerLite 5 actions ](https://automatorplugin.com/integration/mailerlite/) Triggers No triggers Actions Add a subscriber to a group Create a group Create or update a subscriber Remove a specific group Remove a subscriber from a group [ ![MailerLite Classic](https://automatorplugin.com/wp-content/uploads/2022/12/mailerlite-classic-icon.svg) ### MailerLite Classic ](https://automatorplugin.com/?post_type=integration&p=118421) Triggers No triggers Actions No actions [ ![MailPoet](https://automatorplugin.com/wp-content/uploads/2020/09/mailpoet-icon.svg) ### MailPoet 2 triggers, 6 actions ](https://automatorplugin.com/integration/mailpoet/) Triggers A user submits a form A form is submitted Actions Add a subscriber to a list Add a tag to the subscriber Add the user to a list Remove a tag from the subscriber Remove a subscriber from a list Remove the user from a list [ ![Mailster](https://automatorplugin.com/wp-content/uploads/2025/04/mailster-icon.svg) ### Mailster 4 triggers, 2 actions ](https://automatorplugin.com/integration/mailster/) Triggers A new subscriber is added to a Mailster list A new subscriber is removed from a Mailster list A subscriber clicks a link in a Mailster email A subscriber opens a Mailster email Actions Add a subscriber to a Mailster list Remove a subscriber from a Mailster list [ ![Mailtrap](https://automatorplugin.com/wp-content/uploads/2026/06/mailtrap-icon.svg) ### Mailtrap ](https://automatorplugin.com/?post_type=integration&p=300421) Triggers No triggers Actions No actions [ ![MainWP](https://automatorplugin.com/wp-content/uploads/2026/09/mainwp-icon.svg) ### MainWP ](https://automatorplugin.com/?post_type=integration&p=302270) Triggers No triggers Actions No actions [ ![Make](https://automatorplugin.com/wp-content/uploads/2022/07/make-icon.svg) ### Make 1 trigger, 1 action ](https://automatorplugin.com/integration/make/) Triggers Receive data from Make webhook Actions Send data to Make webhook [ ![Masteriyo LMS](https://automatorplugin.com/wp-content/uploads/2026/06/masteriyo-lms-icon.svg) ### Masteriyo LMS ](https://automatorplugin.com/?post_type=integration&p=220038) Triggers No triggers Actions No actions [ ![MasterStudy LMS](https://automatorplugin.com/wp-content/uploads/2020/10/masterstudy-lms.svg) ### MasterStudy LMS 6 triggers, 6 actions ](https://automatorplugin.com/integration/masterstudy-lms/) Triggers A user completes a courses A user completes a lesson A user fails a quiz A user is enrolled in a course A user passes a quiz A user achieves a percentage greater than, less than or equal to a value on a quiz Actions Mark a course complete for the user Mark a lesson complete for the user Mark a lesson not complete for the user Mark a quiz complete for the user Reset the user's progress in a course Unenroll the user from a course [ ![Mautic](https://automatorplugin.com/wp-content/uploads/2023/03/mautic-icon.svg) ### Mautic 7 actions ](https://automatorplugin.com/integration/mautic/) Triggers No triggers Actions Add a contact to a segment Add tags to a contact Create a segment Create a tag Create or update a contact Remove a contact from a segment Remove tags from a contact [ ![MemberDash](https://automatorplugin.com/wp-content/uploads/2026/07/memberdash-icon.svg) ### MemberDash ](https://automatorplugin.com/?post_type=integration&p=300976) Triggers No triggers Actions No actions [ ![Memberium for ActiveCampaign](https://automatorplugin.com/wp-content/uploads/2023/07/memberium-icon.svg) ### Memberium for ActiveCampaign ](https://automatorplugin.com/?post_type=integration&p=139281) Triggers No triggers Actions No actions [ ![Memberium for Keap](https://automatorplugin.com/wp-content/uploads/2023/07/memberium-icon.svg) ### Memberium for Keap 6 actions, 1 condition ](https://automatorplugin.com/integration/memberium-keap/) Triggers No triggers Actions Update a contact field(s) Add a tag(s) to a contact Add or remove a contact tag(s) Add the user to a membership level Remove a tag(s) from a contact Remove the user from a membership level Conditions The user has / does not have a Membership level [ ![MemberMouse](https://automatorplugin.com/wp-content/uploads/2024/07/membermouse-icon.svg) ### MemberMouse 10 triggers, 3 actions ](https://automatorplugin.com/integration/membermouse/) Triggers A bundle is added to a member's account A member’s account data is updated A member's account is deleted A new member is created A refund is issued A renewal payment is received An order is submitted A member’s account data of a specific field is updated to a specific value A member's account status is changed to a different status A member's membership level is changed to a different level Actions Remove a bundle from the member's account Add a bundle to the member's account Create or update a member [ ![MemberPress](https://automatorplugin.com/wp-content/uploads/2018/11/memberpress-icon.svg) ### MemberPress 15 triggers, 3 actions, 2 conditions ](https://automatorplugin.com/integration/memberpress/) Triggers A user is added to a membership A user is removed from a one-time subscription product A user is removed from a recurring subscription product A user purchases a one-time subscription product A user purchases a recurring subscription product A user renews a recurring subscription product A coupon code is redeemed A sub account is added to a parent account A sub account is removed from a parent account A user's membership to a specific product expires A user's membership to a specific product is cancelled A user's membership to a specific product is paused A user's membership to a specific product is resumed A user's payment for a product fails A user's transaction for a membership is set to a status Actions Add the user to a membership Remove the user from a membership Cancel the user's recurring membership Conditions The user is an active member of a membership The user is not an active member of a membership [ ![MemberPress Courses](https://automatorplugin.com/wp-content/uploads/2022/02/memberpress-courses.svg) ### MemberPress Courses 4 triggers, 3 actions ](https://automatorplugin.com/integration/memberpress-courses/) Triggers A user completes a course A user completes a lesson A user achieves a score greater than, less than or equal to a value on a quiz A user achieves points greater than, less than or equal to a value on a quiz Actions Mark a course complete for the user Mark a lesson complete for the user Reset the user's progress in a course [ ![Meta Box](https://automatorplugin.com/wp-content/uploads/2022/07/meta-box-icon.svg) ### Meta Box 7 triggers, 3 actions ](https://automatorplugin.com/integration/meta-box/) Triggers A user updates a field on a post A user's Meta Box field is updated A field is updated on a post A field is updated on a settings page A meta box is saved A term meta field is updated on a taxonomy A user submits a frontend form Actions Set a field on a post to a specific value Set a field on a term to a specific value Set the user's field to a specific value [ ![MetForm](https://automatorplugin.com/wp-content/uploads/2026/09/metform-icon.svg) ### MetForm ](https://automatorplugin.com/?post_type=integration&p=302260) Triggers No triggers Actions No actions [ ![Microsoft Teams](https://automatorplugin.com/wp-content/uploads/2022/11/microsoft-teams-icon.svg) ### Microsoft Teams 14 actions ](https://automatorplugin.com/integration/microsoft-teams/) Triggers No triggers Actions Add a user to a tag in a team Add a user to a team as a role Archive a team Create a channel Create a group chat Create a tag in a team Create a team Create an online meeting titled a subject Delete a channel from a team Remove a user from a team Reply to a channel message Send a direct message to a team member Send a message to a channel Update settings for a team [ ![Mistral AI](https://automatorplugin.com/wp-content/uploads/2025/05/mistral-icon.svg) ### Mistral AI 1 action ](https://automatorplugin.com/integration/mistral/) Triggers No triggers Actions Use a prompt to generate a text response with a Le Chat model [ ![Modern Events Calendar](https://automatorplugin.com/wp-content/uploads/2021/05/modern-events-calendar-icon-1.svg) ### Modern Events Calendar 4 triggers, 1 action ](https://automatorplugin.com/integration/modern-events-calendar/) Triggers A user's booking of an event is completed A user's booking of an event is cancelled A user's booking of an event is confirmed A user's booking of an event is pending Actions Register a user for an event [ ![MonsterInsights](https://automatorplugin.com/wp-content/uploads/2024/04/monsterinsights-icon.svg) ### MonsterInsights 3rd party 1 action ](https://automatorplugin.com/integration/monsterinsights/) Triggers No triggers Actions Add site note information [ ![myCred](https://automatorplugin.com/wp-content/uploads/2020/06/mycred-icon.svg) ### myCred 3 triggers, 8 actions ](https://automatorplugin.com/integration/mycred/) Triggers A user earns a rank A user's current balance reaches a number of a specific type of points A user's total balance reaches a number of a specific type of points Actions Award a badge to the user Award a rank to the user Award points to the user Increase the user's rank for a specific type of points Reduce the user's rank for a specific type of points Revoke a badge from the user Revoke all of a specific type of points from the user Revoke points from the user [ ![New User Approve](https://automatorplugin.com/wp-content/uploads/2026/08/new-user-approve-icon.svg) ### New User Approve ](https://automatorplugin.com/?post_type=integration&p=302051) Triggers No triggers Actions No actions [ ![Newsletter](https://automatorplugin.com/wp-content/uploads/2020/11/newsletter-icon.svg) ### Newsletter 1 trigger, 3 actions ](https://automatorplugin.com/integration/newsletter/) Triggers A subscription form is submitted with a specific list Actions Add a subscriber to a list Add the user to a list Remove the user from a list [ ![Ninja Forms](https://automatorplugin.com/wp-content/uploads/2018/10/ninjaforms-icon-48x48.png) ### Ninja Forms 4 triggers, 1 action ](https://automatorplugin.com/integration/ninja-forms/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions Register a new user [ ![Ninja Tables](https://automatorplugin.com/wp-content/uploads/2026/09/ninja-tables-icon.svg) ### Ninja Tables ](https://automatorplugin.com/?post_type=integration&p=302254) Triggers No triggers Actions No actions [ ![Notion](https://automatorplugin.com/wp-content/uploads/2023/08/notion-icon.svg) ### Notion 3 actions ](https://automatorplugin.com/integration/notion/) Triggers No triggers Actions Create a database item Create a page Update a database item [ ![Ontraport](https://automatorplugin.com/wp-content/uploads/2024/04/ontraport-icon.svg) ### Ontraport 4 actions ](https://automatorplugin.com/integration/ontraport/) Triggers No triggers Actions Add a tag to a contact Create a tag Create or update a contact Delete a contact [ ![OpenAI](https://automatorplugin.com/wp-content/uploads/2023/02/openai-icon.svg) ### OpenAI 13 actions ](https://automatorplugin.com/integration/openai/) Triggers No triggers Actions Analyze sentiment with GPT-4 Correct spelling and grammar with GPT-4 Create a list of links that might help resolve a customer request with GPT-4 Generate a meta description with GPT-4 Generate an excerpt suitable for Instagram with GPT-4 Generate an excerpt suitable for Twitter with GPT-4 Generate an excerpt with GPT-4 Generate an SEO title with GPT-4 Translate text with GPT-4 Use a prompt to generate an image Use a prompt to generate text Use a prompt to generate text with the GPT model Use a prompt to generate text with the Davinci model [ ![OptinMonster](https://automatorplugin.com/wp-content/uploads/2021/12/optinmonster-icon.svg) ### OptinMonster 1 trigger, 2 actions ](https://automatorplugin.com/integration/optinmonster/) Triggers Receive data from OptinMonster webhook Actions Show a campaign Register a new user [ ![Pabbly Connect](https://automatorplugin.com/wp-content/uploads/2022/07/pabbly-icon.svg) ### Pabbly Connect 1 action ](https://automatorplugin.com/integration/pabbly-connect/) Triggers No triggers Actions Send data to Pabbly Connect [ ![Paid Membership Subscriptions](https://automatorplugin.com/wp-content/uploads/2026/07/paid-membership-subscriptions-icon.svg) ### Paid Membership Subscriptions ](https://automatorplugin.com/?post_type=integration&p=300907) Triggers No triggers Actions No actions [ ![Paid Memberships Pro](https://automatorplugin.com/wp-content/uploads/2020/05/paid-memberships-pro-icon.svg) ### Paid Memberships Pro 5 triggers, 2 actions, 2 conditions ](https://automatorplugin.com/integration/paid-memberships-pro/) Triggers A user cancels a membership A user purchases a membership A user's subscription to a membership expires An admin assigns a membership level to a user A user renews an expired membership Actions Add the user to a membership level Remove the user from a membership level Conditions The user does not have an active membership of a specific level The user has an active membership of a specific level [ ![PeepSo](https://automatorplugin.com/wp-content/uploads/2022/02/peepso-icon.svg) ### PeepSo 8 triggers, 3 actions ](https://automatorplugin.com/integration/peepso/) Triggers A user follows another PeepSo member A user updates a specific field in their profile A user updates their avatar A user gains a new follower A user loses a follower A user publishes an activity post A user unfollows another PeepSo member A user updates a specific field to a specific field value in their profile Actions Follow a user Add a post to the site wide activity stream Change the user's PeepSo role to a new role [ ![Perplexity](https://automatorplugin.com/wp-content/uploads/2025/05/perplexity-icon.svg) ### Perplexity 1 action ](https://automatorplugin.com/integration/perplexity/) Triggers No triggers Actions Use a prompt to generate a text response with a Perplexity model [ ![Pinterest](https://automatorplugin.com/wp-content/uploads/2024/12/pinterest-icon.svg) ### Pinterest ](https://automatorplugin.com/?post_type=integration&p=185021) Triggers No triggers Actions No actions [ ![Plugin Actions](https://automatorplugin.com/wp-content/uploads/2024/10/plugin-actions-1.svg) ### Plugin Actions 1 trigger ](https://automatorplugin.com/integration/plugin-actions/) Triggers Create a custom trigger for a plugin action hook Actions No actions [ ![Popup Maker](https://automatorplugin.com/wp-content/uploads/2018/11/popup-maker-icon-1.svg) ### Popup Maker 6 triggers, 1 action ](https://automatorplugin.com/integration/popup-maker/) Triggers A conversion is recorded on a popup A form provider is submitted in a popup A newsletter form is submitted in a popup A popup is opened A user submits a form provider in a popup A user submits a newsletter form in a popup Actions Show a popup [ ![Post SMTP](https://automatorplugin.com/wp-content/uploads/2026/06/post-smtp-icon.svg) ### Post SMTP 2 triggers ](https://automatorplugin.com/integration/post-smtp/) Triggers An email fails to send via a transport An email is sent via a transport Actions No actions [ ![PressPrimer Assignment](https://automatorplugin.com/wp-content/uploads/2026/02/pressprimer-quiz-icon.svg) ### PressPrimer Assignment 3rd party 4 triggers ](https://automatorplugin.com/integration/pressprimer-assignment/) Triggers A user fails an assignment A user passes an assignment A user submits an assignment A user's assignment is graded Actions No actions [ ![PressPrimer Quiz](https://automatorplugin.com/wp-content/uploads/2026/02/pressprimer-quiz-icon.svg) ### PressPrimer Quiz 3rd party 3 triggers ](https://automatorplugin.com/integration/pressprimer-quiz/) Triggers A user completes a quiz A user passes a quiz A user fails a quiz Actions No actions [ ![Presto Player](https://automatorplugin.com/wp-content/uploads/2021/03/presto-player-icon.svg) ### Presto Player 2 triggers ](https://automatorplugin.com/integration/presto-player/) Triggers A user completes a video A user watches at least a specific percentage of a video Actions No actions [ ![PrettyLinks](https://automatorplugin.com/wp-content/uploads/2023/04/pretty-links-icon.svg) ### PrettyLinks 3 triggers, 1 action ](https://automatorplugin.com/integration/pretty-links/) Triggers A user clicks a pretty link A pretty link is clicked A pretty link of a specific redirect type is created Actions Create a pretty link with a specific target URL [ ![Profile Builder](https://automatorplugin.com/wp-content/uploads/2026/07/profile-builder-icon.svg) ### Profile Builder ](https://automatorplugin.com/?post_type=integration&p=300905) Triggers No triggers Actions No actions [ ![ProfilePress](https://automatorplugin.com/wp-content/uploads/2026/09/profilepress-icon.svg) ### ProfilePress ](https://automatorplugin.com/?post_type=integration&p=302256) Triggers No triggers Actions No actions [ ![PushEngage](https://automatorplugin.com/wp-content/uploads/2023/05/pushengage-icon.svg) ### PushEngage ](https://automatorplugin.com/?post_type=integration&p=133930) Triggers No triggers Actions No actions [ ![QR Code](https://automatorplugin.com/wp-content/uploads/2024/03/qr-code-icon-1.svg) ### QR Code 5 actions ](https://automatorplugin.com/integration/qr-code/) Triggers No triggers Actions Generate a QR code Generate a Wi-Fi QR code Generate a calendar-event QR code Generate a contact-link QR code Generate a vCard QR code [ ![QuickBooks Online](https://automatorplugin.com/wp-content/uploads/2024/12/quickbooks-icon.svg) ### QuickBooks Online 5 actions ](https://automatorplugin.com/integration/quickbooks-online/) Triggers No triggers Actions Create an expense Create an invoice Create a payment Create a product Create or update a customer [ ![Quiz Maker by AYS](https://automatorplugin.com/wp-content/uploads/2026/06/quiz-maker-pro-icon.svg) ### Quiz Maker by AYS 3rd party 4 triggers ](https://automatorplugin.com/integration/quiz-maker-by-ays/) Triggers A quiz is completed A quiz is passed A quiz is failed A quiz score matches a specific condition Actions No actions [ ![RafflePress](https://automatorplugin.com/wp-content/uploads/2023/03/rafflepress-icon.svg) ### RafflePress 2 triggers ](https://automatorplugin.com/integration/rafflepress/) Triggers Someone registers for a giveaway Someone enters a giveaway with a specific action Actions No actions [ ![Rank Math SEO](https://automatorplugin.com/wp-content/uploads/2026/02/rank-math-icon.svg) ### Rank Math SEO 2 triggers, 6 actions, 1 condition ](https://automatorplugin.com/integration/rank-math-seo/) Triggers A post's SEO data is updated A post's SEO score is greater than, less than, or equal to a value Actions Delete a post's focus keyword Delete a post's SEO description Delete a post's SEO title Set a post's focus keyword to a specific value Set a post's SEO description to a specific value Set a post's SEO title to a specific value Conditions A post's SEO score is greater than, less than, or equal to a value [ ![Really Simple Security](https://automatorplugin.com/wp-content/uploads/2026/07/really-simple-security-icon.svg) ### Really Simple Security 1 trigger, 1 condition ](https://automatorplugin.com/integration/really-simple-security/) Triggers A vulnerability scan is completed Actions No actions Conditions The user has/does not have two-factor authentication enabled [ ![Redirection](https://automatorplugin.com/wp-content/uploads/2026/06/redirection-icon.svg) ### Redirection 4 triggers, 4 actions, 1 condition ](https://automatorplugin.com/integration/redirection/) Triggers A 404 error is logged A redirect in a group is matched A redirect is created by the URL monitor A redirect is deleted Actions Create a redirect Delete a redirect Disable a redirect Enable a redirect Conditions A redirect exists for a URL [ ![RegistrationMagic](https://automatorplugin.com/wp-content/uploads/2026/07/registration-magic-icon.svg) ### RegistrationMagic ](https://automatorplugin.com/?post_type=integration&p=300903) Triggers No triggers Actions No actions [ ![Restrict Content](https://automatorplugin.com/wp-content/uploads/2023/11/restrict-content-icon-1.svg) ### Restrict Content 2 triggers, 2 actions, 2 conditions ](https://automatorplugin.com/integration/restrict-content-addon/) Triggers A user is added to an access level A user is removed from an access level Actions Add the user to an access level Remove the user from an access level Conditions User is in an access level User is not in an access level [ ![Restrict Content Pro](https://automatorplugin.com/wp-content/uploads/2020/11/restrict-content-pro.svg) ### Restrict Content Pro 3 triggers, 2 actions ](https://automatorplugin.com/integration/restrict-content/) Triggers A user purchases a membership level A user's membership to a specific level expires A user's membership to a specific level is cancelled Actions Add the user to a membership level Remove the user from a membership level [ ![RSS feed](https://automatorplugin.com/wp-content/uploads/2025/02/rss-feed-icon.svg) ### RSS feed 1 trigger, 1 action ](https://automatorplugin.com/integration/rss-feed/) Triggers Process an RSS feed Actions Process an RSS feed [ ![Run Code](https://automatorplugin.com/wp-content/uploads/2024/03/run-code-icon.svg) ### Run Code 3 actions ](https://automatorplugin.com/integration/run-code/) Triggers No triggers Actions Call a custom function/method Run a WordPress hook Run JavaScript code [ ![Run now](https://automatorplugin.com/wp-content/uploads/2023/09/run-now-icon-1.svg) ### Run now 1 trigger ](https://automatorplugin.com/integration/run-now/) Triggers Trigger recipe manually Actions No actions [ ![Salesforce](https://automatorplugin.com/wp-content/uploads/2023/09/salesforce-icon.svg) ### Salesforce 7 actions ](https://automatorplugin.com/integration/salesforce/) Triggers No triggers Actions Add a contact to a campaign Add a lead to a campaign Create a contact Create a lead Delete a contact Update a contact Update a lead [ ![SaveTo Wishlist](https://automatorplugin.com/wp-content/uploads/2026/06/saveto-wishlist-icon.svg) ### SaveTo Wishlist 11 triggers, 10 actions, 6 conditions ](https://automatorplugin.com/integration/saveto-wishlist/) Triggers A user adds a product from their wishlist to their cart A user adds a product to a wishlist A user creates a wishlist A user removes a product from a wishlist A user deletes a wishlist A user makes a wishlist public A user purchases a product from their wishlist A user updates the quantity of a product in their wishlist A guest wishlist is synced to a user account on login A product in a wishlist goes on sale A product in a wishlist is back in stock Actions Add a product to a wishlist Create a wishlist Remove a product from a wishlist Delete a wishlist Grant edit permission for a wishlist Move a product from a wishlist to another wishlist Set the quantity of a product in a wishlist to a specific value Set the user's default wishlist to a wishlist Share a wishlist Update a wishlist Conditions A product's wishlist count meets a condition with a specific value A wishlist is/is not public The number of items in the user's wishlist meets a condition with a specific value The user has/does not have a default wishlist The user has/does not have a wishlist The user's wishlist contains/does not contain a specific product [ ![Schedule](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-icon.svg) ### Schedule 3 triggers ](https://automatorplugin.com/integration/schedule/) Triggers Repeat every hour, day, week, month or year at a specific time Repeat every weekday at a specific time Run on a specific date and a specific time Actions No actions [ ![Security Optimizer](https://automatorplugin.com/wp-content/uploads/2026/02/security-optimizer-icon.svg) ### Security Optimizer 6 actions ](https://automatorplugin.com/integration/sg-security/) Triggers No triggers Actions Block a user Block an IP address Force all users to log out Force all users to reset their passwords Unblock a user Unblock an IP address [ ![SeedProd](https://automatorplugin.com/wp-content/uploads/2023/09/seedprod-icon.svg) ### SeedProd 2 triggers ](https://automatorplugin.com/integration/seedprod/) Triggers An Optin Form is submitted on a page Maintenance mode is set to a status Actions No actions [ ![Sendy](https://automatorplugin.com/wp-content/uploads/2023/09/sendy-icon.svg) ### Sendy 3 actions ](https://automatorplugin.com/integration/sendy/) Triggers No triggers Actions Add/Update a contact to a list Delete a contact from a list Unsubscribe a contact from a list [ ![Sensei LMS](https://automatorplugin.com/wp-content/uploads/2026/07/sensei-lms-icon.svg) ### Sensei LMS ](https://automatorplugin.com/?post_type=integration&p=300849) Triggers No triggers Actions No actions [ ![ShipStation](https://automatorplugin.com/wp-content/uploads/2026/09/shipstation-icon.svg) ### ShipStation ](https://automatorplugin.com/?post_type=integration&p=302350) Triggers No triggers Actions No actions [ ![Shopify](https://automatorplugin.com/wp-content/uploads/2024/01/shopify-icon.svg) ### Shopify ](https://automatorplugin.com/?post_type=integration&p=154844) Triggers No triggers Actions No actions [ ![Simply Schedule Appointments](https://automatorplugin.com/wp-content/uploads/2026/09/simply-schedule-appointments-icon.svg) ### Simply Schedule Appointments ](https://automatorplugin.com/?post_type=integration&p=302272) Triggers No triggers Actions No actions [ ![Site Kit by Google](https://automatorplugin.com/wp-content/uploads/2026/06/site-kit-icon.svg) ### Site Kit by Google 2 triggers, 2 actions ](https://automatorplugin.com/integration/site-kit-by-google/) Triggers A module is activated A module is deactivated Actions Activate a module Deactivate a module [ ![SkyVerge]() ### SkyVerge ](https://automatorplugin.com/?post_type=integration&p=171209) Triggers No triggers Actions No actions [ ![Slack](https://automatorplugin.com/wp-content/uploads/2021/02/slack-icon.svg) ### Slack 4 actions ](https://automatorplugin.com/integration/slack/) Triggers No triggers Actions Add users to a channel Create a channel Send a direct message to a Slack user Send a message to a channel [ ![SliceWP](https://automatorplugin.com/wp-content/uploads/2024/02/slicewp-icon.svg) ### SliceWP 3 triggers, 2 actions ](https://automatorplugin.com/integration/slicewp/) Triggers A new affiliate is awaiting approval A user becomes an affiliate An affiliate is approved Actions Add a new affiliate Add a new commission for an affiliate [ ![SmartCrawl](https://automatorplugin.com/wp-content/uploads/2026/07/smartcrawl-icon.svg) ### SmartCrawl ](https://automatorplugin.com/?post_type=integration&p=300651) Triggers No triggers Actions No actions [ ![Smush](https://automatorplugin.com/wp-content/uploads/2026/07/smush-icon.svg) ### Smush 5 triggers, 2 actions, 2 conditions ](https://automatorplugin.com/integration/smush/) Triggers An image is optimized An image optimization is skipped A PNG is converted to JPG A bulk optimization completes An image is resized Actions Optimize an image Restore an image Conditions An image's compression level is/is not a level An image's compression savings meets a condition [ ![Spectra](https://automatorplugin.com/wp-content/uploads/2026/09/spectra-icon.svg) ### Spectra ](https://automatorplugin.com/?post_type=integration&p=302264) Triggers No triggers Actions No actions [ ![Speed Optimizer](https://automatorplugin.com/wp-content/uploads/2026/02/speed-optimizer-icon.svg) ### Speed Optimizer 2 actions ](https://automatorplugin.com/integration/sg-optimizer/) Triggers No triggers Actions Purge all SG Optimizer caches Purge SG Optimizer cache for a specific URL [ ![SportsPress](https://automatorplugin.com/wp-content/uploads/2026/07/sportspress-icon.svg) ### SportsPress ](https://automatorplugin.com/?post_type=integration&p=300646) Triggers No triggers Actions No actions [ ![SSO Login](https://automatorplugin.com/wp-content/uploads/2026/01/sso-login-icon.svg) ### SSO Login ](https://automatorplugin.com/?post_type=integration&p=215444) Triggers No triggers Actions No actions [ ![Stripe](https://automatorplugin.com/wp-content/uploads/2024/04/stripe-icon.svg) ### Stripe 7 triggers, 3 actions ](https://automatorplugin.com/integration/stripe/) Triggers A subscription is cancelled A subscription is paid A subscription payment fails A subscription is created A payment for a product is refunded A customer is created One-time payment for a product is completed Actions Create a customer Create a payment link for a product Delete a customer [ ![Studiocart](https://automatorplugin.com/wp-content/uploads/2022/04/studiocart-icon.svg) ### Studiocart 5 triggers ](https://automatorplugin.com/integration/studiocart/) Triggers A user completes an order for a product A user purchases a product A user's order for a product is refunded A user's subscription is cancelled for a product A guest completes an order for a product Actions No actions [ ![Sucuri Security](https://automatorplugin.com/wp-content/uploads/2026/07/sucuri-security-icon.svg) ### Sucuri Security 5 actions, 3 conditions ](https://automatorplugin.com/integration/sucuri-security/) Triggers No triggers Actions Apply hardening to a directory Log a security event Remove hardening from a directory Reset the user's password Run a malware scan Conditions A directory is hardened The Sucuri API key is registered The user has 2FA activated [ ![Sugar Calendar](https://automatorplugin.com/wp-content/uploads/2026/02/sugar-calendar-lite-events-icon.svg) ### Sugar Calendar 4 triggers, 5 actions ](https://automatorplugin.com/integration/sugar-calendar/) Triggers A ticket for an event is purchased An event is created in a calendar An event is updated in a calendar An RSVP is submitted for an event Actions Create an event with a title Delete an event Register an attendee to an event Submit an RSVP for an event Update an event [ ![SupportCandy](https://automatorplugin.com/wp-content/uploads/2026/09/supportcandy-icon.svg) ### SupportCandy ](https://automatorplugin.com/?post_type=integration&p=302268) Triggers No triggers Actions No actions [ ![SureCart](https://automatorplugin.com/wp-content/uploads/2022/08/surecart-icon.svg) ### SureCart 6 triggers ](https://automatorplugin.com/integration/surecart/) Triggers A user purchases a product A user renews a subscription to a product A user's subscription to a product is cancelled An order for a product is shipped A guest purchases a product A refund for a product is issued to a customer Actions No actions [ ![SureContact](https://automatorplugin.com/wp-content/uploads/2026/09/surecontact-icon.svg) ### SureContact ](https://automatorplugin.com/?post_type=integration&p=302282) Triggers No triggers Actions No actions [ ![SureCookie](https://automatorplugin.com/wp-content/uploads/2026/08/surecookie-icon.svg) ### SureCookie ](https://automatorplugin.com/?post_type=integration&p=302006) Triggers No triggers Actions No actions [ ![SureDash](https://automatorplugin.com/wp-content/uploads/2026/09/suredash-icon.svg) ### SureDash ](https://automatorplugin.com/?post_type=integration&p=302280) Triggers No triggers Actions No actions [ ![SureDonation](https://automatorplugin.com/wp-content/uploads/2026/08/suredonation-icon.svg) ### SureDonation ](https://automatorplugin.com/?post_type=integration&p=302010) Triggers No triggers Actions No actions [ ![SureForms](https://automatorplugin.com/wp-content/uploads/2025/06/sureforms-icon.svg) ### SureForms 4 triggers ](https://automatorplugin.com/integration/sureforms/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions No actions [ ![SureMail](https://automatorplugin.com/wp-content/uploads/2026/09/suremail-icon.svg) ### SureMail ](https://automatorplugin.com/?post_type=integration&p=302258) Triggers No triggers Actions No actions [ ![SureMembers](https://automatorplugin.com/wp-content/uploads/2023/09/suremembers-icon.svg) ### SureMembers 2 triggers, 2 actions ](https://automatorplugin.com/integration/suremembers/) Triggers A user is added to an access group A user is removed from an access group Actions Add the user to a specific access group Remove the user from an access group [ ![SureRank SEO](https://automatorplugin.com/wp-content/uploads/2026/08/surerank-seo-icon.svg) ### SureRank SEO ](https://automatorplugin.com/?post_type=integration&p=302008) Triggers No triggers Actions No actions [ ![Teams for WooCommerce Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woocommerce.svg) ### Teams for WooCommerce Memberships ](https://automatorplugin.com/?post_type=integration&p=171221) Triggers No triggers Actions No actions [ ![Telegram](https://automatorplugin.com/wp-content/uploads/2023/01/telegram-icon.svg) ### Telegram 1 trigger, 1 action ](https://automatorplugin.com/integration/telegram/) Triggers A text message is received Actions Send a text message [ ![The Events Calendar](https://automatorplugin.com/wp-content/uploads/2018/08/the-events-calendar-icon.svg) ### The Events Calendar 27 triggers, 15 actions, 14 conditions ](https://automatorplugin.com/integration/the-events-calendar/) Triggers A user registers for an event A user checks in for an event An attendee checks in for an event An attendee is registered for an event An attendee is registered for an event with WooCommerce A venue is created A venue is updated An event is linked to a related post An event is unlinked from a related post An organizer is created An organizer is updated A check-in for an event is reversed A ticket is added to an event A ticket is removed from an event An attendee is checked in to an event RSVP tickets are generated for a ticket type on an event with a specified status A user is promoted from the waitlist for an event A user joins the waitlist for an event A waitlist subscriber for an event is notified An attendee is created via Easy Digital Downloads for an event An attendee is created via WooCommerce for an event An attendee's information for an event is updated The waitlist for an event is closed WooCommerce tickets are generated for a ticket type on an event A recurring event is saved An event in a series is updated An event is duplicated Actions RSVP on behalf of an attendee for an event Add a venue to an event Add an organizer to an event Create a venue Create an event Create an organizer Delete an event Check in an attendee Create an RSVP attendee for an event Reset the check-in for an attendee Update an event Check in an attendee by email for an event Undo check-in for an attendee by email for an event Add a subscriber to the waitlist for an event Promote the next users from the waitlist for an event Conditions An event is set to/is not set to a status An event is/is not at a venue An event is/is not in a category An event is/is not run by an organizer An event starts between a start date and an end date An event has greater than, less than, or equal to a number of tickets remaining The user has attended greater than, less than, or equal to a number of events in the past number of days The user has registered for greater than, less than, or equal to a number of events in the past number of days The user has/has not checked in to an event The user is/is not registered for an event The user owns/does not own a ticket for an event The user's RSVP for an event is/is not a status The user is/is not on the waitlist for an event An event is/is not recurring [ ![Threads](https://automatorplugin.com/wp-content/uploads/2024/10/threads-icon.svg) ### Threads 1 action ](https://automatorplugin.com/integration/threads/) Triggers No triggers Actions Create a Threads post [ ![Thrive Apprentice](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-apprentice-icon.svg) ### Thrive Apprentice 17 triggers, 5 actions, 1 condition ](https://automatorplugin.com/integration/thrive-apprentice/) Triggers A user completes a course A user completes a lesson in a course A user completes a module in a course A user completes all free lessons in a premium course A user downloads the certificate from a course A user fails an assessment in a course A user passes an assessment in a course A user receives access to a product A user submits an assessment in a course A user's certificate for a course is verified Content is unlocked for a user A user attempts to access a restricted course A user makes a purchase A user progresses in a course A user starts a course A user starts a lesson in a course A user starts a module in a course Actions Grade an assessment in a course for the user Issue a certificate for a course for the user Unlock a lesson/module in a course for the user Grant the user access to a product Remove the user's access to a product Conditions The user has/does not have access to a Thrive Apprentice product [ ![Thrive Architect](https://automatorplugin.com/wp-content/uploads/2023/10/thrive-architect-icon.svg) ### Thrive Architect 3 triggers ](https://automatorplugin.com/integration/thrive-architect/) Triggers A user registers via a registration form A user submits a form A form is submitted Actions No actions [ ![Thrive Leads](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-leads-icon.svg) ### Thrive Leads 3 triggers ](https://automatorplugin.com/integration/thrive-leads/) Triggers A user submits a form A form is submitted A registration form is submitted Actions No actions [ ![Thrive Ovation](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-ovation-icon.svg) ### Thrive Ovation 1 trigger ](https://automatorplugin.com/integration/thrive-ovation/) Triggers A testimonial is submitted Actions No actions [ ![Thrive Quiz Builder](https://automatorplugin.com/wp-content/uploads/2023/01/thrive-quiz-builder-icon.svg) ### Thrive Quiz Builder 1 trigger ](https://automatorplugin.com/integration/thrive-quiz-builder/) Triggers A quiz is completed Actions No actions [ ![Thrive Theme Builder](https://automatorplugin.com/wp-content/uploads/2023/12/thrive-theme-builder-icon.svg) ### Thrive Theme Builder 2 triggers ](https://automatorplugin.com/integration/thrive-theme-builder/) Triggers A form is submitted A user submits a form Actions No actions [ ![Thrive Ultimatum](https://automatorplugin.com/wp-content/uploads/2023/11/thrive-ultimatum-icon.svg) ### Thrive Ultimatum 2 triggers, 1 action ](https://automatorplugin.com/integration/thrive-ultimatum/) Triggers A user triggers an evergreen campaign An evergreen campaign is triggered Actions Start a campaign for the user [ ![ThriveCart](https://automatorplugin.com/wp-content/uploads/2023/05/thrivecart-icon.svg) ### ThriveCart 1 trigger ](https://automatorplugin.com/integration/thrivecart/) Triggers Receive data from ThriveCart webhook Actions No actions [ ![Tin Canny Reporting](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) ### Tin Canny Reporting 2 triggers, 1 condition ](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/) Triggers A Tin Can verb is recorded from a Tin Can module A user attains a score greater than, less than or equal to on a Tin Can module Actions No actions Conditions A user has recorded a verb for a module [ ![Trello](https://automatorplugin.com/wp-content/uploads/2022/11/trello-icon.svg) ### Trello 6 actions ](https://automatorplugin.com/integration/trello/) Triggers No triggers Actions Add a comment to a card Add a label to a card Add a member to a card Create a card Create a checklist item in a card Update a card [ ![TrustPulse](https://automatorplugin.com/wp-content/uploads/2023/03/trustpulse-icon.svg) ### TrustPulse ](https://automatorplugin.com/?post_type=integration&p=127892) Triggers No triggers Actions No actions [ ![Tutor LMS](https://automatorplugin.com/wp-content/uploads/2020/06/tutorlms-icon.svg) ### Tutor LMS 8 triggers, 5 actions ](https://automatorplugin.com/integration/tutor-lms/) Triggers A user attempts (passes or fails) a quiz A user completes a course A user completes a lesson A user fails a quiz A user passes a quiz A user achieves a percentage greater than, less than or equal to a value on a quiz A user is enrolled in a course A user posts a question in a course Actions Enroll the user in a course Mark a course complete for the user Mark a lesson complete for the user Reset the user's progress in a course Unenroll a user from a course [ ![Twilio](https://automatorplugin.com/wp-content/uploads/2020/06/twilio-icon.svg) ### Twilio 1 action ](https://automatorplugin.com/integration/twilio/) Triggers No triggers Actions Send an SMS message to a number [ ![Typeform](https://automatorplugin.com/wp-content/uploads/2025/07/typeform-icon.svg) ### Typeform 1 trigger ](https://automatorplugin.com/integration/typeform/) Triggers Receive data from Typeform webhook Actions No actions [ ![Ultimate Member](https://automatorplugin.com/wp-content/uploads/2020/05/ultimate-member-icon.svg) ### Ultimate Member 5 triggers, 2 actions ](https://automatorplugin.com/integration/ultimate-member/) Triggers A user becomes inactive A user logs in with a form A user registers with a form A user's role changes to a specific role A user registers with a form with a specific value in a specific field Actions Add a role to the user's roles Set the user's role to a specific role [ ![Ultimate Membership Pro](https://automatorplugin.com/wp-content/uploads/2024/12/ultimate-membership-pro-icon.svg) ### Ultimate Membership Pro ](https://automatorplugin.com/?post_type=integration&p=185190) Triggers No triggers Actions No actions [ ![Uncanny Codes](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) ### Uncanny Codes 5 triggers, 4 actions ](https://automatorplugin.com/integration/uncanny-codes/) Triggers A user redeems a code A user redeems a code from a batch A user redeems a code with a specific prefix A user redeems a code with a specific suffix A code batch is created Actions Add a number of codes in a batch Cancel a code Generate a batch of codes for Automator Remove a number of unused codes from a batch [ ![Uncanny Continuing Education Credits](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) ### Uncanny Continuing Education Credits 2 triggers, 1 action ](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) Triggers A user earns a number of CEUs The total number of CEUs earned by a user is greater than or equal to a specific number Actions Award a number of custom CEUs to the user [ ![Uncanny Groups](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) ### Uncanny Groups 5 triggers, 3 actions ](https://automatorplugin.com/integration/uncanny-groups/) Triggers A group is created A user is registered using a group key A user redeems a group key A number of seats greater than, less than, equal to, not equal to a specific number are added to an Uncanny group A number of seats greater than, less than, equal to, not equal to a specific number are removed from an Uncanny group Actions Add a number of seats to an Uncanny group Create an Uncanny group Remove a number of seats from an Uncanny group [ ![Uncanny Toolkit](https://automatorplugin.com/wp-content/uploads/2022/01/uncanny-owl-icon.svg) ### Uncanny Toolkit 5 triggers, 1 action ](https://automatorplugin.com/integration/uncanny-toolkit/) Triggers A Group Leader is imported to a LearnDash group A user is imported by the Import Users module A user is imported to a LearnDash course A user is imported to a LearnDash group A user's time in a course exceeds a specific number of minutes Actions Reset a user's time in a course [ ![Upsell Plugin](https://automatorplugin.com/wp-content/uploads/2020/07/upsell-plugin.svg) ### Upsell Plugin 2 triggers ](https://automatorplugin.com/integration/upsell-plugin/) Triggers A user purchases a product A user subscribes to a product Actions No actions [ ![URL](https://automatorplugin.com/wp-content/uploads/2025/02/url-icon-1.svg) ### URL 4 triggers ](https://automatorplugin.com/integration/url/) Triggers A user visits a URL with a URL parameter set A URL with a URL parameter is visited A user visits a URL with a URL parameter set to a specific value A URL with a URL parameter set to a specific value is visited Actions No actions [ ![User Lists](https://automatorplugin.com/wp-content/uploads/2024/04/user-lists-icon-1.svg) ### User Lists 2 triggers, 3 actions, 2 conditions ](https://automatorplugin.com/integration/user-lists-addon/) Triggers A user is added to a list A user is removed from a list Actions Add the user to a list Create a list Remove the user from a list Conditions The user is not on a list The user is on a list [ ![User Tags Addon](https://automatorplugin.com/wp-content/uploads/2026/03/user-tags-icon.svg) ### User Tags Addon ](https://automatorplugin.com/?post_type=integration&p=216789) Triggers No triggers Actions No actions [ ![UserFeedback](https://automatorplugin.com/wp-content/uploads/2023/07/userfeedback-icon.svg) ### UserFeedback 2 triggers ](https://automatorplugin.com/integration/userfeedback/) Triggers A user submits a survey A visitor submits a survey Actions No actions [ ![UsersWP](https://automatorplugin.com/wp-content/uploads/2026/07/userswp-icon.svg) ### UsersWP ](https://automatorplugin.com/?post_type=integration&p=300642) Triggers No triggers Actions No actions [ ![W3 Total Cache](https://automatorplugin.com/wp-content/uploads/2026/02/w3-total-cache-icon.svg) ### W3 Total Cache 3 actions ](https://automatorplugin.com/integration/w3-total-cache/) Triggers No triggers Actions Purge all W3 Total Cache caches Purge W3 Total Cache for a specific post Purge W3 Total Cache for a specific URL [ ![Webhooks](https://automatorplugin.com/wp-content/uploads/2022/02/webhooks-icon-1.svg) ### Webhooks 1 trigger, 1 action ](https://automatorplugin.com/integration/webhooks/) Triggers Receive data from a webhook Actions Send data to a webhook [ ![WhatsApp](https://automatorplugin.com/wp-content/uploads/2021/12/whatsapp-icon.svg) ### WhatsApp 4 triggers, 2 actions ](https://automatorplugin.com/integration/whatsapp/) Triggers A message is received A message to a recipient is not delivered because they have not opted in A message to a recipient is set to a specific status A message to a recipient was not delivered Actions Send a WhatsApp message template to a number Send a WhatsApp message to a number [ ![Wholesale Suite](https://automatorplugin.com/wp-content/uploads/2022/12/wholesale-suite.svg) ### Wholesale Suite 5 triggers, 4 actions ](https://automatorplugin.com/integration/wholesale-suite/) Triggers A wholesale lead is created A wholesale order is received from a user with a specific role A wholesale lead is approved A wholesale lead is rejected A wholesale order for a specific product is received Actions Approve a wholesale lead matching a user ID or email Deactivate a wholesale customer matching a user ID or email Reject a wholesale lead matching a user ID or email Set the wholesale price of a product [ ![Wishlist Member](https://automatorplugin.com/wp-content/uploads/2020/08/wishlist.svg) ### Wishlist Member 11 triggers, 2 actions, 2 conditions ](https://automatorplugin.com/integration/wishlist-member/) Triggers A user is added to a membership level A user is removed from a membership level A user is approved for a membership level A user is confirmed for a membership level A user is unconfirmed for a membership level A user submits a registration form A user submits a registration form with a specific value in a specific field A user's access to a membership level is cancelled A user's access to a membership level is unapproved A user's access to a membership level is uncancelled A user's specific membership level account is approved Actions Add the user to a membership level Remove the user from a membership level Conditions The user is an active member of a membership The user is not an active member of a membership [ ![Woo](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) ### Woo 31 triggers, 10 actions, 6 conditions ](https://automatorplugin.com/integration/woocommerce/) Triggers A user purchases a product A user views a product A user adds a product to their cart A user purchases a product variation A user completes an order with specific payment method A user purchases a product in a category A user purchases a product with a tag A user purchases a quantity of a product A user completes an order with a total greater than, less than or equal to a specific amount A user reviews a product A user reviews a product with a rating greater than, less than or equal to an amount A user's order status changes to a specific status A user's review on a product is approved A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount A guest completes, pays for, lands on a thank you page for an order with a product A guest completes, pays for, lands on a thank you page for an order with a product in a category A guest completes, pays for, lands on a thank you page for an order with a product variation A guest completes, pays for, lands on a thank you page for an order with a specific coupon A guest order's status is changed to a specific status A payment fails on an order A product has its associated order completed, paid for, or a thank you page visited A product has its associated order refunded A product has its associated order set to a specific status A product in a specific term in a specific taxonomy has its associated order set to a specific status A product is restocked A product variation is out of stock A product variation is restocked A product variation's inventory status is set to a specific status A product's inventory status is set to a specific status An order is partially refunded An order is refunded Actions Add a note to an order Add a product to an order Change the price of a specific product to a new price Create a simple product Create an order with a product Create an order with a product with a payment gateway Generate and email a coupon code Get order details Set a specific order to a specific status Generate a coupon code Conditions An order is/is not in a specific status The user has not purchased a specific product The user has purchased a specific product The user has / has not purchased a product in the past number of days The user's billing information contains a specific value The user's shipping information contains a specific value [ ![Woo Bookings](https://automatorplugin.com/wp-content/uploads/2023/11/woo-booking-icon.svg) ### Woo Bookings 3 triggers, 2 actions, 7 conditions ](https://automatorplugin.com/integration/woocommerce-bookings/) Triggers A booking status is changed to a specific status A booking is created A booking is updated Actions Change booking to a specific status Create a booking Conditions A booking is/is not a specific status A booking is/is not scheduled between a specific start date and a specific end date A booking contains a specific bookable product A booking duration meets a criteria A booking product contains/does not contain a specific product category A booking product contains/does not contain a specific product tag A booking's order status is/is not a specific status [ ![Woo Memberships](https://automatorplugin.com/wp-content/uploads/2018/03/woo-icon.svg) ### Woo Memberships 4 triggers, 2 actions, 2 conditions ](https://automatorplugin.com/integration/woocommerce-memberships/) Triggers A user is added to a membership plan A user's access to a membership plan is cancelled A user's access to a membership plan expires A user's access to a membership plan is changed to a status Actions Add the user to a membership plan Remove the user from a membership plan Conditions The user does not have an active membership of a specific plan The user has an active membership of a specific plan [ ![Woo ShipStation](https://automatorplugin.com/wp-content/uploads/2020/12/woo-shipstation-icon.svg) ### Woo ShipStation 3 triggers ](https://automatorplugin.com/integration/woocommerce-shipstation/) Triggers An order is shipped An order with a specific product is shipped An order with a total greater than, less than or equal to a specific amount is shipped Actions No actions [ ![Woo Subscriptions](https://automatorplugin.com/wp-content/uploads/2021/01/woo-subscriptions-icon-2.svg) ### Woo Subscriptions 15 triggers, 13 actions, 2 conditions ](https://automatorplugin.com/integration/woocommerce-subscriptions/) Triggers A user cancels a subscription to a product A user purchases a variable subscription A user purchases a variable subscription with a variation selected A user renews a subscription to a product A user renews a subscription to a product for the nth time A user renews a subscription to a specific variation of a variable subscription A user subscribes to a product A user's subscription to a product expires A user's renewal payment for a subscription product fails A user's subscription switches from a specific variation to a specific variation A user's subscription to a product is set to a status A user's subscription to a specific variation of a variable subscription expires A user's subscription to a specific variation of a variable subscription is set to a status A user's trial period to a subscription expires A user's trial period to a specific variation of a variable subscription expires Actions Cancel the user's subscription to a specific variation of a variable subscription variation Cancel the user's subscription to a variable subscription product Create a subscription order with a product Create a subscription order with a product with a payment method Extend a user’s subscription to a specific product by a number of days Extend a user's subscription to a specific product variation of a specific product by a number of days Extend the user’s next subscription renewal date to a specific product by a number of days Extend the user's next subscription renewal date to a specific product variation of a specific product by a number of days Remove a subscription product from the user's subscription Remove a variation of a subscription product from the user's subscription Set the user's subscription of a subscription product to a status Set the user's subscription to a specific variation of a variable subscription product to a status Shorten a user's subscription to a specific product by a number of days Conditions The user does not have an active subscription to a specific product The user has an active subscription to a specific product [ ![WooCommerce PDF Invoices & Packing Slips](https://automatorplugin.com/wp-content/uploads/2026/08/woocommerce-pdf-invoices-packing-slips-icon.svg) ### WooCommerce PDF Invoices & Packing Slips ](https://automatorplugin.com/?post_type=integration&p=302102) Triggers No triggers Actions No actions [ ![Wordfence Security](https://automatorplugin.com/wp-content/uploads/2026/02/wordfence-icon.svg) ### Wordfence Security 9 triggers, 3 actions, 3 conditions ](https://automatorplugin.com/integration/wordfence-security/) Triggers A blocking rule is deleted A login with a breached password is blocked A user activates two-factor authentication A user deactivates two-factor authentication An IP is blocked/throttled An IP is locked out An admin/non-admin user logs in A password reset is requested An attack rate increase is detected Actions Block an IP address Remove an IP block Remove an IP lockout Conditions An IP address is blocked An IP address is whitelisted The user has two-factor authentication enabled [ ![WordPress Core](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) ### WordPress Core 46 triggers, 57 actions, 24 conditions ](https://automatorplugin.com/integration/wordpress-core/) Triggers A specific role is added to the user A user logs in to the site A user logs out of a site A user publishes a post A user publishes a post in a taxonomy A user submits a comment on a post A user updates a type of post A user views a custom post type A user views a page A user views a post A user's role changes to a specific role A user's post receives a comment A post is moved to the trash A specific role is removed from the user A user is created A user is created with a specific role A user is deleted A user resets their password A user updates a post A user updates a post in a specific status A user updates a post in a specific taxonomy A user updates a post not in a specific status A user updates a specific meta key of a specific type of post to a specific value A user views a term archive A user's post is set to a specific status A user's profile field is updated A user's role changed from a specific role to a specific role A user's specific meta key is updated A user's specific meta key is updated to a specific value A user's specific type of post is moved to the trash A user's specific type of post is set to a status A user's specific type of post is updated A user's comment on a post is approved A user's comment on a specific type of post receives a reply A post in a taxonomy is published A post in a taxonomy is updated A post is published A post is updated A reset password link was sent to a user A specific type of post is viewed A guest comment is submitted on a user's post A guest comment on a user's post is approved A specific meta key of a specific type of post updates to a specific value A specific type of post is set to a status A taxonomy term is added to a specific type of post A term archive is viewed Actions Add a new role to the user's roles Add a reply to a comment Add a WordPress data erasure request for a user Change the post type of a post to a post type Change the user's role to a new role Create a new role Create a post Duplicate a page Duplicate a post Add a comment to a post Add a taxonomy term to a post in a post type Add an image to the media library Create a user Delete a user Delete user meta Enable/disable comments on a post Fetch an existing user Move a post to the trash Move all of a specific type of posts with a taxonomy term in a taxonomy to the trash Remove a role from the user's roles Remove a taxonomy term from a post in a post type Set a post to a status Set post meta Set the featured image of a post Set user meta Update the author of a post Update the content of a post Update the published date of a post Update the slug of a post Update the title of a post Update the user's details Verify a nonce Log the user out Add a file to the media library Add a menu Add an item to a menu Assign a menu to a location Create a term in a taxonomy Delete a comment Delete a media item from the media library Delete a menu Delete a meta key from a post Delete a term from a taxonomy Delete an item from a menu Generate a password reset link for a user Get a media item from the media library Get the value of a meta key from a post Get the value of a meta key from a user Rename a menu to a new name Restore a post from trash Set the password of a post to a specified password Set the status of a comment to a specified status Update a media item in the media library Update a term in a taxonomy Update an item in a menu Execute a shortcode Update a comment Conditions A post has a taxonomy term A post does not have a taxonomy term A specific meta key does not exist for a post A specific meta key does not exist for the user A specific meta key exists for a post A specific meta key exists for the user A user with a username does not exist on the site A user with a username exists on the site A user with an email address does not exist on the site A user with an email address exists on the site The user does not have a specific role The user has a specific role The user has posted a specific number of approved comments The user has published a specific number of posts The user's ID meets a condition The user's email address matches a specific domain A post comment count meets a condition A post has/does not have a featured image A post is set to/is not set to a specific status A post is/is not password protected An option value meets a condition The author of a post is/is not a specific user The current date and time meets a condition The user's meta key value meets a condition [ ![WordPress Download Manager](https://automatorplugin.com/wp-content/uploads/2022/08/wordpress-download-manager-icon.svg) ### WordPress Download Manager 2 triggers ](https://automatorplugin.com/integration/wp-download-manager/) Triggers A user downloads a file A specific file is downloaded Actions No actions [ ![WordPress Multisite](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) ### WordPress Multisite 12 triggers, 17 actions, 6 conditions ](https://automatorplugin.com/integration/wordpress-multisite/) Triggers A user is added to a subsite A plugin is network-activated A plugin is network-deactivated A site is created in the network A site is deleted from the network A subsite is activated A subsite is archived A subsite is deactivated A subsite is unarchived A user is granted super admin privileges A user is removed from a subsite A user's super admin privileges are revoked Actions Add a specific user to a specific subsite Add the user to a subsite Activate a subsite Archive a subsite Change the user's role to a new role on a subsite Create a subsite with a domain path Deactivate a subsite Delete a subsite from the network Get the value of an option from a subsite Grant super admin privileges to a user Mark a subsite as spam Network-activate a plugin Network-deactivate a plugin Remove a user from a subsite Revoke super admin privileges from a user Set an option on a subsite Unarchive a subsite Conditions The user does not have a specific role on a specific subsite The user has a specific role on a specific subsite The user is a member of a specific subsite The user is not a member of a specific subsite The user is not a super admin The user is/is not a super admin [ ![WP Activity Log](https://automatorplugin.com/wp-content/uploads/2026/06/wp-activity-log.svg) ### WP Activity Log 5 triggers, 1 condition ](https://automatorplugin.com/integration/wp-activity-log/) Triggers A failed login is logged An event for an object type is logged An event is logged An event of a type is logged An event with a severity is logged Actions No actions Conditions An event's severity meets a condition [ ![WP Admin](https://automatorplugin.com/wp-content/uploads/2022/10/wordpress-icon.svg) ### WP Admin 5 triggers, 19 actions ](https://automatorplugin.com/integration/wp-admin/) Triggers A plugin is activated/deactivated A plugin is updated A theme is activated/deactivated A theme is updated WordPress version is updated Actions Activate a plugin Clear a cache type Deactivate a plugin Delete an option Get the site health info Get the value of an option Install a plugin Resave the site permalinks Schedule a cron event Set the date and time format Set the reading settings Set the site name to a specific value Set the site tagline to a specific value Set the site's search engine visibility to a setting Set the value of an option Switch the active theme to a theme Unschedule a cron event Update a plugin Update the additional CSS in the customizer [ ![WP All Export](https://automatorplugin.com/wp-content/uploads/2022/11/wp-all-import-icon.svg) ### WP All Export ](https://automatorplugin.com/?post_type=integration&p=108389) Triggers No triggers Actions No actions [ ![WP All Import](https://automatorplugin.com/wp-content/uploads/2022/11/wp-all-import-icon.svg) ### WP All Import 3 triggers ](https://automatorplugin.com/integration/wp-all-import/) Triggers A type of post is imported An import is completed An import fails Actions No actions [ ![WP Bitly](https://automatorplugin.com/wp-content/uploads/2023/05/bitly-icon.svg) ### WP Bitly 1 action ](https://automatorplugin.com/integration/wp-bitly/) Triggers No triggers Actions Shorten a URL [ ![WP Courseware](https://automatorplugin.com/wp-content/uploads/2018/09/wp-courseware-icon.svg) ### WP Courseware 4 triggers, 2 actions ](https://automatorplugin.com/integration/wp-courseware/) Triggers A user completes a course A user completes a module A user completes a unit A user is enrolled in a course Actions Enroll the user in a course Remove the user from a course [ ![WP Event Manager](https://automatorplugin.com/wp-content/uploads/2025/03/wp-event-manager-icon.svg) ### WP Event Manager 1 trigger, 1 action ](https://automatorplugin.com/integration/wp-event-manager/) Triggers An attendee is registered for an event Actions Register an attendee for an event [ ![WP Fastest Cache](https://automatorplugin.com/wp-content/uploads/2026/02/wp-fastest-cache-icon.svg) ### WP Fastest Cache 1 trigger, 2 actions ](https://automatorplugin.com/integration/wp-fastest-cache/) Triggers All cache is cleared Actions Purge all caches Purge the cache for a post [ ![WP Fusion](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg) ### WP Fusion 2 triggers, 2 actions, 2 conditions ](https://automatorplugin.com/integration/wp-fusion/) Triggers A tag is added to a user A tag is removed from a user Actions Add a tag to the user Remove a tag from the user Conditions The user does not have a specific tag The user has a specific tag [ ![WP Fusion Lite](https://automatorplugin.com/wp-content/uploads/2020/05/wp-fusion-icon.svg) ### WP Fusion Lite 2 triggers, 2 actions, 2 conditions ](https://automatorplugin.com/integration/wp-fusion-lite/) Triggers A tag is added to a user A tag is removed from a user Actions Add a tag to the user Remove a tag from the user Conditions The user does not have a specific tag The user has a specific tag [ ![WP Job Manager](https://automatorplugin.com/wp-content/uploads/2020/11/wp-job-manager-icon.svg) ### WP Job Manager 11 triggers ](https://automatorplugin.com/integration/wp-job-manager/) Triggers A user applies for a job A user submits a resume A user submits a specific type of job A job is filled A user marks a specific type of job as filled A user marks a specific type of job as not filled A user receives an application to a specific type of job A user updates a job A user's application is set to a specific status A user's application to a specific type of job is set to a specific status An application is received for a job of a specific type Actions No actions [ ![WP LMS](https://automatorplugin.com/wp-content/uploads/2018/09/wplms.svg) ### WP LMS 4 triggers, 1 action ](https://automatorplugin.com/integration/wp-lms/) Triggers A user completes a course A user completes a quiz A user completes a unit A user starts a course Actions Enroll the user in a course [ ![WP Mail SMTP Pro](https://automatorplugin.com/wp-content/uploads/2022/07/wp-mail-smtp-icon.svg) ### WP Mail SMTP Pro 3 triggers ](https://automatorplugin.com/integration/wp-mail-smtp-pro/) Triggers An email with specific text in the subject line is opened In an email with specific text in the subject, a URL containing a string is clicked In any email, a URL containing a string is clicked Actions No actions [ ![WP Rocket](https://automatorplugin.com/wp-content/uploads/2026/02/wp-rocket-icon.svg) ### WP Rocket 3 actions ](https://automatorplugin.com/integration/wp-rocket/) Triggers No triggers Actions Purge all WP Rocket caches Purge WP Rocket cache for a specific post Purge WP Rocket cache for a specific URL [ ![WP Simple Pay](https://automatorplugin.com/wp-content/uploads/2021/03/wp-simple-pay-icon-1.svg) ### WP Simple Pay 7 triggers ](https://automatorplugin.com/integration/wp-simple-pay/) Triggers A payment for a form is completed A payment for a form is fully refunded A subscription for a form is created A payment for a form is partially refunded A payment intent for a form is set to processing A subscription for a form is cancelled A subscription for a form is renewed Actions No actions [ ![WP Super Cache](https://automatorplugin.com/wp-content/uploads/2026/02/wp-super-cache-icon.svg) ### WP Super Cache 3 actions ](https://automatorplugin.com/integration/wp-super-cache/) Triggers No triggers Actions Purge all WP Super Cache caches Purge WP Super Cache for a specific post Purge WP Super Cache for a specific URL [ ![WP Travel Engine](https://automatorplugin.com/wp-content/uploads/2026/09/wp-travel-engine-icon.svg) ### WP Travel Engine ](https://automatorplugin.com/?post_type=integration&p=302274) Triggers No triggers Actions No actions [ ![WP ULike](https://automatorplugin.com/wp-content/uploads/2024/12/wp-ulike-icon.svg) ### WP ULike ](https://automatorplugin.com/?post_type=integration&p=185247) Triggers No triggers Actions No actions [ ![WP ULike](https://automatorplugin.com/wp-content/uploads/2026/09/wp-ulike-icon.svg) ### WP ULike 3rd party 4 triggers ](https://automatorplugin.com/integration/wp-ulike/) Triggers A user likes a post type A user likes a comment A user unlikes a post type A user unlikes a comment Actions No actions [ ![WP User Manager](https://automatorplugin.com/wp-content/uploads/2021/02/wp-user-manager.svg) ### WP User Manager 15 triggers ](https://automatorplugin.com/integration/wp-user-manager/) Triggers A user registers with a form A user removes their profile cover image A user removes their profile photo A user updates their cover photo A user updates their profile description A user updates their profile photo A user is approved A user is approved to join a private group A user is rejected A user is rejected from joining a private group A user joins a group A user leaves a group A user registers using a form with a specific value in a specific field A user updates their account information A user verifies their email address Actions No actions [ ![WP Webhooks](https://automatorplugin.com/wp-content/uploads/2020/08/wp-webhooks-icon.svg) ### WP Webhooks 1 trigger ](https://automatorplugin.com/integration/wp-webhooks/) Triggers A webhook trigger is triggered Actions No actions [ ![WP-Polls](https://automatorplugin.com/wp-content/uploads/2020/09/wp-polls-icon.svg) ### WP-Polls 2 triggers ](https://automatorplugin.com/integration/wp-polls/) Triggers A user submits a poll A user submits a poll with a specific answer selected Actions No actions [ ![WPCafe](https://automatorplugin.com/wp-content/uploads/2026/08/wpcafe-icon.svg) ### WPCafe 6 triggers, 3 actions, 3 conditions ](https://automatorplugin.com/integration/wpcafe/) Triggers A reservation is cancelled A reservation is made A reservation's status is changed to a status A food order is placed for a specific order mode A reservation is deleted A reservation is updated Actions Create a reservation Update the status of a reservation Cancel a reservation Conditions An order is/is not an order mode The user has/does not have a reservation at any time The user has/does not have a reservation with a status [ ![WPCode](https://automatorplugin.com/wp-content/uploads/2023/03/wpcode-icon.svg) ### WPCode 1 trigger, 4 actions ](https://automatorplugin.com/integration/wpcode/) Triggers A snippet is deactivated Actions Activate a snippet Deactivate a snippet Create a code snippet Run an on-demand code snippet [ ![wpDiscuz](https://automatorplugin.com/wp-content/uploads/2024/02/wpdiscuz-icon.svg) ### wpDiscuz 4 triggers, 2 actions ](https://automatorplugin.com/integration/wpdiscuz/) Triggers A user submits a comment on a post A user's post receives a comment A guest comment is submitted on a user's post A guest comment on a user's post is approved Actions Add a reply to a comment Add a comment to a post [ ![WPForms](https://automatorplugin.com/wp-content/uploads/2022/10/wpforms-icon.svg) ### WPForms 8 triggers, 1 action ](https://automatorplugin.com/integration/wp-forms/) Triggers A user submits a form A user submits a form with a specific value in a specific field A user submits a form with a specific value in a specific field with PayPal payment A user submits a form with PayPal payment A form is submitted A form is submitted with a specific value in a specific field A form is submitted with a specific value in a specific field with PayPal payment A form is submitted with PayPal payment Actions Register a new user [ ![wpForo](https://automatorplugin.com/wp-content/uploads/2020/06/wpforo-icon.svg) ### wpForo 2 triggers, 3 actions ](https://automatorplugin.com/integration/wpforo/) Triggers A user creates a new topic in a forum A user replies to a topic in a forum Actions Add the user to a group Set the user's reputation to a reputation Remove the user from a group [ ![WPFunnels](https://automatorplugin.com/wp-content/uploads/2026/08/wpfunnels-icon.svg) ### WPFunnels ](https://automatorplugin.com/?post_type=integration&p=302018) Triggers No triggers Actions No actions [ ![WPsigner](https://automatorplugin.com/wp-content/uploads/2026/09/wpsigner-icon.svg) ### WPsigner 3rd party 10 triggers, 9 actions ](https://automatorplugin.com/integration/wpsigner/) Triggers A WordPress user signs a WPsigner document A WPsigner document is cancelled A WPsigner document is completed A WPsigner document is created A WPsigner document is declined A WPsigner document is moved to trash A WPsigner document is sent A WPsigner document is signed A WPsigner document is updated A WPsigner document is viewed Actions Add a signer to a WPsigner document Add a tag to a WPsigner document Cancel a WPsigner document Create a WPsigner document from a template Get WPsigner document signers Send a Slack message via WPsigner Send a WPsigner reminder Send a WPsigner reminder via WhatsApp, SMS, Slack, Telegram, or Teams Set a WPsigner document expiration [ ![WS Form](https://automatorplugin.com/wp-content/uploads/2022/11/ws-form-icon.svg) ### WS Form 4 triggers ](https://automatorplugin.com/integration/ws-form/) Triggers A user submits a form A user submits a form with a specific value in a specific field A form is submitted A form is submitted with a specific value in a specific field Actions No actions [ ![X/Twitter](https://automatorplugin.com/wp-content/uploads/2023/10/x-twitter-icon.svg) ### X/Twitter 1 action ](https://automatorplugin.com/integration/twitter/) Triggers No triggers Actions Post a tweet to X/Twitter [ ![xAI](https://automatorplugin.com/wp-content/uploads/2025/05/grok-icon.svg) ### xAI 1 action ](https://automatorplugin.com/integration/xai/) Triggers No triggers Actions Use a prompt to generate a text response with a Grok model [ ![Xero](https://automatorplugin.com/wp-content/uploads/2024/12/xero-icon.svg) ### Xero ](https://automatorplugin.com/?post_type=integration&p=185023) Triggers No triggers Actions No actions [ ![XML](https://automatorplugin.com/wp-content/uploads/2024/10/xml-icon.svg) ### XML 1 trigger, 1 action ](https://automatorplugin.com/integration/xml/) Triggers Import an XML file Actions Import an XML file [ ![Yoast SEO](https://automatorplugin.com/wp-content/uploads/2026/02/yoast-icon.svg) ### Yoast SEO 2 triggers, 6 actions, 1 condition ](https://automatorplugin.com/integration/yoast-seo/) Triggers A post's SEO data is updated A post's SEO score is greater than, less than, or equal to a value Actions Delete a post's focus keyphrase Delete a post's SEO description Delete a post's SEO title Set a post's focus keyphrase to a specific value Set a post's SEO description to a specific value Set a post's SEO title to a specific value Conditions A post's SEO score is greater than, less than, or equal to a value [ ![Zapier](https://automatorplugin.com/wp-content/uploads/2018/08/integration-zapier-icon-48x48.png) ### Zapier 1 trigger, 1 action ](https://automatorplugin.com/integration/zapier/) Triggers Receive data from Zapier webhook Actions Send data to Zapier webhook [ ![Zoho Campaigns](https://automatorplugin.com/wp-content/uploads/2023/01/zoho-campaigns-icon.svg) ### Zoho Campaigns 4 actions ](https://automatorplugin.com/integration/zoho-campaigns/) Triggers No triggers Actions Create a list Move a contact to Do-Not-Mail Subscribe a contact to a list Unsubscribe a contact from a list [ ![Zoom Meetings](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) ### Zoom Meetings 6 actions ](https://automatorplugin.com/integration/zoom-meetings/) Triggers No triggers Actions Add an attendee to a meeting Add the user to a meeting Create a meeting Create a recurring meeting Remove an attendee from a meeting Remove the user from a meeting [ ![Zoom Webinars](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-icon.svg) ### Zoom Webinars 5 actions ](https://automatorplugin.com/integration/zoom-webinars/) Triggers No triggers Actions Add an attendee to a webinar Add the user to a webinar Create a webinar Remove an attendee to a webinar Remove the user from a webinar [ ![Zoomy](https://automatorplugin.com/wp-content/uploads/2026/07/zoomy-icon.svg) ### Zoomy 3rd party 2 triggers, 2 actions ](https://automatorplugin.com/integration/zoomy/) Triggers A Zoom meeting is created A Zoom meeting is updated Actions Create a Zoom meeting Register an attendee for a Zoom meeting ## Have questions? Find out how the Uncanny Automator WordPress plugin can save you time and money while making your site easier to use and more personalized [Help Center](https://automatorplugin.com/knowledge-base/) --- ### [Invoices](https://automatorplugin.com/invoices/) **Published:** September 19, 2018 **Author:** Ken Young **Content:** Invalid payment ID specified. --- ### [Developers](https://automatorplugin.com/developers/) **Published:** June 27, 2018 **Author:** Ryan Moore **Content:** # The most exciting thing about Uncanny Automator is what YOU can do with it. Uncanny WordPress Automator makes it easy to make YOUR plugin integrate seamlessly with hundreds of other WordPress solutions. Create triggers so that an action a user takes in your plugin can do something in another plugin. Create actions so that an action a user takes in another plugin can do something in your plugin. We’ve designed Automator to be extremely easy to extend with minimal programming knowledge. Visit the [knowledge base](https://automatorplugin.com/article-categories/developers/) for a walkthrough of creating actions and triggers, with documented code examples! --- ### [Uncanny Automator Pro](https://automatorplugin.com/uncanny-automator-pro-coming-soon/) **Published:** June 29, 2018 **Author:** Ryan Moore **Content:** ## Thanks for your interest in Uncanny Automator Pro! We plan to launch Uncanny Automator Pro the same time we launch Uncanny Automator version 1.0. If you’re testing the beta, you’ll receive an announcement with further details and pricing closer to our launch date. Uncanny Automator Pro will enable the creation of more complex recipes and ship with an expanded set of triggers and actions to help you build the custom workflows you need for your busy e-Learning, e-Commerce or membership site. ![](https://automatorplugin.com/wp-content/uploads/2018/07/recipe-pro-example-1.png "recipe-pro-example") ### More triggers and actions Get access to many more triggers across even more plugins, to create even more powerful workflow automations. More actions means the ability to automate even more tasks on your WordPress site. More Triggers and Actions added in every release! ### Multiple Triggers and Actions per Recipe Create complex recipes with any number of triggers and actions per recipe. Want a user to complete a lesson, pass a quiz and log in at least 10 times before they are enrolled in the next course? No problem. ### Auto-Purge Old Records Keep your database humming by specifying how long to store trigger/action/recipe data before it’s automatically deleted. ### Advanced Report Filters Quickly find data related to specific users, recipes or dates with advanced report filters. ## Coming Soon! The Uncanny Automator WordPress plugin is currently in a limited beta, but the free and pro versions are both coming soon. If you want to participate in the beta, make sure you send us your application! [Apply for the Beta](https://automatorplugin.com/beta-application/) --- ## Articles ### [What is Uncanny Page Builder?](https://automatorplugin.com/knowledge-base/what-is-uncanny-page-builder/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Uncanny Page Builder is an AI-first page builder for WordPress, powered by Uncanny Agent. Describe the page you want, and Agent builds it — outputting clean HTML and CSS with no lock-in. Text and images are editable in the interface, but Agent is the primary way to build, edit, and refine pages through natural conversation. [![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-canvas-1024x603.webp)](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-canvas-scaled.webp)## What makes Uncanny Page Builder different Traditional page builders were designed for users assembling layouts by hand — blocks, widgets, and settings panels. Uncanny Page Builder was designed as an AI page builder from the ground up. Uncanny Agent constructs the whole page — layout, content, and styling — from your description, and you refine it the same way: “Make the hero taller.” “Add a FAQ section below the testimonials.” A few things set it apart: - **Describe it, Uncanny Agent builds it.** Your words are the interface. There are no blocks to learn or templates to customize. - **Clean HTML and CSS output.** Pages are stored as standard web code, not proprietary markup. Deactivate the plugin and your content and design stay intact (live elements require Uncanny Automator to be active to render dynamic content). - **Uncanny Agent has design sense.** Describe the goal and Agent makes the layout, hierarchy, and styling decisions. You can even upload a screenshot of a design you admire and Agent will build in that style, or ask Agent to critique a page like a designer would. - **Still editable by hand.** For quick fixes — a typo, a headline, a photo swap — the Manual editor lets you click into text and images directly. - **You approve every change.** Significant changes need your go-ahead, and every edit can be undone. ## Part of Uncanny Automator Uncanny Page Builder is one of Uncanny Automator’s three core capabilities, alongside the Recipe Builder and Uncanny Agent, and it’s included in every AI + Automation plan. Page building consumes Agent usage — see [Monthly Usage vs. Anytime Usage, Explained](https://automatorplugin.com/knowledge-base/monthly-usage-vs-anytime-usage/). ## Requirements Uncanny Page Builder requires WordPress 6.0 or higher and PHP 8.1 or higher, and it works on WordPress multisite networks. Ready to build your first page? Start with [Getting started with Uncanny Page Builder](https://automatorplugin.com/knowledge-base/getting-started-with-uncanny-page-builder/). **Article Categories:** Uncanny Page Builder --- ### [Adding live elements to your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Pages built with Uncanny Page Builder don’t have to be frozen snapshots. Live elements pull real data from your WordPress site — your latest posts, an up-to-date menu, the current year in your footer, content that adapts to who’s viewing — so the page stays current on its own. Adding live elements works the same way as adding any other elements to a page with Uncanny Page Builder — through natural-language conversation. ## What live elements can show Uncanny Page Builder ships with 91 built-in live elements. Highlights by category: - **Site identity:** site title, tagline, logo, copyright year, privacy policy link. - **Personalized content:** welcome logged-in visitors by name, display user avatars, or place a login or registration form inside a designed page. - **Conditional sections:** show content only to logged-in users (or only to guests), only to specific roles, or only on certain kinds of pages. - **Current page details:** title, date, author box, featured image, reading time. - **Post lists and grids:** recent posts, popular posts, related posts, child pages, user directories, galleries, and flexible post queries with filtering and ordering. - **Navigation:** menus that stay in sync with your site, breadcrumbs, page lists, tag clouds. - **Forms and sharing:** search forms, social share links, embeds from approved providers. - **Site statistics:** total posts, users, or comments. For the complete catalog — and a semi-technical look at how live content works under the hood — see the [Live content reference guide](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content-reference/). ## Live elements in practice Here are some of the most useful patterns, with example requests you can adapt. ### A footer you never touch again Copyright years go stale every January. Bind them instead: “Add a footer with our logo, the site name, the current year, and a link to our privacy policy.” The year, name, logo, and privacy link all stay correct on their own — set it once as a shared footer and every page follows along. ### A homepage that keeps itself fresh Instead of manually updating a “news” area every time you publish: “Add a ‘Latest from the blog’ section showing my three most recent posts, with featured images.” The section re-renders with your newest posts automatically. Related patterns: most-commented posts for a “Popular this month” strip, or sticky posts for pinned announcements. ### One page, two audiences Membership and community sites can serve members and visitors from the same URL: “In the hero, welcome logged-in members by name. For logged-out visitors, show a signup pitch with a registration form instead.” Conditional sections handle the split, and visitor-aware elements personalize the details. (These are live-only elements — they need the plugin active, and personal details are never stored in the page itself.) ### An about page with a real team directory “Add a ‘Meet the team’ section showing our site’s users as cards with name, photo, and bio.” New team member gets a WordPress account? They appear on the page. No more out-of-date staff lists. ### Article pages that fill themselves in Building a layout you’ll reuse across posts? Bind the details: “Add an author box at the end with the author’s photo, bio, and a link to their other posts, plus a ‘Related articles’ grid below it.” Title, date, reading time, featured image, categories — all of it can come from the post being viewed, so one layout serves every article. ### Headers that know where they are Because navigation menus are live, a menu in your shared header stays in sync when you reorganize your site — and Uncanny Agent can edit the menu itself through conversation. Conditional elements make global parts context-aware, too: “In the header, show the ‘Back to home’ link on every page except the front page.” ### Social proof with real numbers “Add a line to the signup section: ‘Join 12,000 registered members’ — but use our real member count, rounding to the nearest hundred.” The count comes from your site and grows as your membership does. ### Catalog-style pages for any content type The post query element can list any content type on your site — courses, products, events — as designed card grids with filtering and ordering. Items appear as generic cards (title, image, link); live elements don’t pull plugin-specific data like prices or course progress into page sections. ## What happens if the plugin is deactivated Your existing page designs stay intact — that’s the no-lock-in promise. Live elements require Uncanny Automator to be active to render dynamic content, so they won’t be displayed without the plugin active. Related: [Live content reference guide](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content-reference/), [Reusable sections, headers, and footers](https://automatorplugin.com/knowledge-base/uncanny-page-builder-reusable-parts/), and [Downloading, exporting, and moving your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-export-portability/). **Article Categories:** Uncanny Page Builder --- ### [Monthly Usage vs. Anytime Usage, Explained](https://automatorplugin.com/knowledge-base/monthly-usage-vs-anytime-usage/) **Published:** July 16, 2026 **Author:** Brendan Da Costa **Content:** Every Uncanny Automator AI + Automation license (Basic, Plus, and Elite) includes two types of Uncanny Agent usage: **monthly usage** and **Anytime usage**. This article explains what each type is, how they refill, how they’re consumed, and how to check your balances. New to Uncanny Agent? Check our guide,[ Getting Started with Uncanny Agent](https://automatorplugin.com/knowledge-base/getting-started-with-uncanny-agent/). ## **What is monthly usage?** Monthly usage is an allotment of Uncanny Agent usage that refills every month. If you purchased your license on the 15th, your monthly usage refills on the 15th of every month. Key things to know: - Monthly usage **does not roll over**. Any unused monthly allotment resets when your new cycle begins. - Your monthly allotment refills automatically. No action is needed. - Your amount of monthly usage is determined by your license tier (Basic, Plus, or Elite), with higher tiers including more usage. - Monthly usage is included with all AI + Automation licenses at no additional cost. Monthly usage is designed for your everyday work with Uncanny Agent—building recipes, drafting content, and surfacing site data. Because it refills every cycle, there’s no need to ration it. ## **What is Anytime usage?** Anytime usage is the annual allotment included with your AI + Automation license. It’s available for the full duration of your license term and doesn’t reset month to month. Key things to know: - Anytime usage is available **whenever you need it**. - It’s your reserve for larger projects, seasonal workloads, and busy months. - Your Anytime allotment is determined by your license tier (Basic, Plus, or Elite), with higher tiers including more usage. - Anytime usage refills every year on your subscription renewal date. ## **How usage is consumed** When you use Uncanny Agent, usage is drawn from your **monthly usage first**. Your Anytime balance is only drawn from after your monthly allotment for the current cycle has been fully used. This means your Anytime usage is automatically preserved for the moments you genuinely need it—**you never have to choose which pool to draw from**. If you do work through your full monthly usage in a given cycle, Uncanny Agent simply continues by drawing on your Anytime balance. When your next monthly cycle begins, your monthly usage refills in full; your Anytime balance carries forward from wherever it stands. ## **How much usage does my license include?** Each AI + Automation tier—Basic, Plus, and Elite—includes both monthly and Anytime usage, with higher tiers including larger allotments of each. The combined allotments are designed to comfortably cover the overwhelming majority of WordPress site owners and developers. If your work with Uncanny Agent regularly outpaces your license, higher tiers and usage packs are available from your [Automator account](https://automatorplugin.com/my-account/licenses/). ## **How to check your balances** You can view your current monthly and Anytime balances at any time: 1. Log in to your Automator account at [automatorplugin.com/my-account](http://automatorplugin.com/my-account). 2. Navigate to the **Usage** tab. Your monthly balance display includes the date of your next refill. ## **What happens at renewal?** When you renew your AI + Automation license, your Anytime usage resets in full for your new license year. Your monthly usage continues refilling on your billing date as normal. If your license expires, access to Uncanny Agent and any remaining usage ends with it. Renewing restores access. ## **Which licenses include monthly usage?** Monthly usage is included with all AI + Automation licenses: Basic, Plus, and Elite. Legacy Automator licenses (automation only) do not include Uncanny Agent or any AI usage. Upgrading from a Legacy license to the equivalent AI + Automation tier costs the difference in license price. You gain the full allotment of Uncanny Agent usage for your new plan immediately, and it’s valid for 1 year from your upgrade date. Your previous subscription renewal date does not change. If you received access to Uncanny Agent as part of a promotion, monthly usage is not included. ## **Frequently asked questions** **Does unused monthly usage roll over?** No. Monthly usage resets on your billing date each cycle, used or not. Your Anytime usage is the pool that persists throughout your license year. **When exactly does my monthly usage refill?** On your billing date—the same day of the month you originally purchased your license. You can see your next refill date in your account dashboard. **Can I choose which usage Uncanny Agent draws from first?** No, and you don’t need to. Usage is drawn from your monthly allotment first, so your Anytime reserve is preserved automatically. **What happens if I use all of my monthly and Anytime usage?** Your monthly usage refills on the same day every month. If you purchased on the 15th of June, it would refill on the 15th of July. If you need more usage before then, usage packs are available, or you can upgrade to a higher tier. **What happens to my monthly and Anytime usage when I upgrade to a higher plan?** When you upgrade to a higher plan, you immediately receive the difference in monthly and Anytime usage between your previous plan and your new plan. **Do app credits and AI usage draw from the same pool?** No. App credits (used with app integrations) and Uncanny Agent usage are entirely separate. Using one has no effect on the other. **Article Categories:** Uncanny Agent --- ### [Tips for getting better results from Uncanny Page Builder](https://automatorplugin.com/knowledge-base/uncanny-page-builder-tips/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** You don’t need to be a prompt engineer to build great pages — if you can describe what you want, you can build it. These habits will get you better pages, faster. ## Describe the page like a brief Name the sections you want and what each should do. Compare: Make me a landing page. Build a landing page for our August webinar: a hero with the title, date, and a registration button; a “What you’ll learn” section with 3 bullet points; a short speaker bio; and a final call to action. Keep the copy concise. The second request gives Uncanny Agent a structure to build against — you’ll get a complete, well-organized page on the first pass. ## Iterate in small steps Refine one thing at a time: “Make the hero taller.” “Now change the button color.” Small, specific requests are easy to evaluate and easy to undo. For bigger shifts (“redesign this in a darker, more editorial style”), expect a bigger change — and review it before approving saves. ## Point at what you mean Uncanny Agent names each section as it builds (“Webinar hero,” “Speaker bio”), so use those names: “tighten the copy in the Speaker bio section.” In the Manual editor, you can also select any element and click **Edit with Uncanny Agent** to scope the conversation to exactly that element. ## Show an example If you have a design you admire, upload a screenshot of it in the chat and ask Uncanny Agent to build in that style. The screenshot is what Agent works from — it can’t visit URLs or browse the web itself. ## Set your direction once Give Uncanny Agent standing design direction (“clean and minimal, generous white space”) and set up your [brand styles](https://automatorplugin.com/knowledge-base/uncanny-page-builder-brand-styles/) so every build starts on brand — then you’re only ever describing the page, not re-explaining your brand. ## Ask for a critique Stuck on why a page isn’t working? Ask Uncanny Agent: “What would you improve about this page?” It reads the actual page before answering, so the feedback is grounded in what’s really there. ## Work in drafts Keep new pages as drafts, preview at desktop, tablet, and mobile widths, and publish when you’re happy. Say it explicitly if it matters: “don’t publish — leave it as a draft.” For general prompting techniques that also apply here, see [How to ask Uncanny Agent for help](https://automatorplugin.com/knowledge-base/how-to-ask-uncanny-agent-for-help/). **Article Categories:** Uncanny Page Builder --- ### [Troubleshooting Uncanny Page Builder](https://automatorplugin.com/knowledge-base/troubleshooting-uncanny-page-builder/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Most Uncanny Page Builder issues come down to a few common causes. Work through this list before reaching out to support. ## I don’t see the Uncanny Page Builder button - Confirm **Uncanny Automator** is installed and active — Page Builder is one of its core capabilities, included in every plan. - Check your environment: Page Builder requires **WordPress 6.0+** and **PHP 8.1+**. - Check your role: administrators manage everything; editors can edit content. If you can’t access builder features, ask a site administrator. ## Uncanny Agent won’t build (“Start chatting” isn’t working) Building and editing with AI requires Uncanny Automator with **Uncanny Agent connected**, and page building **consumes Agent usage**. If Agent isn’t responding: - Confirm Uncanny Agent is connected in your Automator settings — see [Getting started with Uncanny Agent](https://automatorplugin.com/knowledge-base/getting-started-with-uncanny-agent/). - Check whether you’ve used up your available usage — see [Monthly Usage vs. Anytime Usage, Explained](https://automatorplugin.com/knowledge-base/monthly-usage-vs-anytime-usage/). ## Uncanny Agent stopped and is asking me something That’s by design. Significant changes require your approval — look for the **Approve/Reject** prompt in the chat and respond to let Uncanny Agent continue. See [Reviewing and approving what Uncanny Agent builds](https://automatorplugin.com/knowledge-base/uncanny-page-builder-approvals/). ## A live element isn’t updating - If the plugin was deactivated, most live elements show their last-published content and pause updating until it’s reactivated. Live-only elements (login forms, visitor-specific content, filtered post queries) need the plugin active to display at all. - See [Adding live content to your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/) for which elements behave which way. ## The page looks different on the live site than in the builder If the page uses your theme’s header and footer, the theme controls some styles, so the final design can differ slightly from the builder preview. For pixel-level control, switch the page to full-page mode — see [Choosing a page layout](https://automatorplugin.com/knowledge-base/uncanny-page-builder-page-layouts/). ## Another page builder is on this page Page Builder detects other builders (like Elementor) on a page so two editors never fight over the same content. Finish the page in one builder, or switch it fully to Page Builder — your original is saved automatically and you can [switch back anytime](https://automatorplugin.com/knowledge-base/uncanny-page-builder-redesign-existing-page/). ## I can’t add custom code or animations Custom page-level JavaScript and the animation/slider/3D libraries are gated to administrators with the highest permission level, and site owners can switch the capability off entirely. If you need these, ask a site administrator. ## Still stuck? [Open a support ticket](https://automatorplugin.com/support/) with your page URL, what you asked Uncanny Agent to do, and what happened instead — screenshots help. **Article Categories:** Uncanny Page Builder --- ### [Live content reference guide](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content-reference/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Live content is how pages built with Uncanny Page Builder stay current on their own — a footer whose copyright year is always right, a “latest posts” section that updates itself, a welcome message that greets logged-in members by name. This guide explains how live content works under the hood, then lists every live element available, with a short description of each. For a practical introduction with examples, see [Adding live content to your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/). ## How live content works: data bindings Under the hood, every live element is powered by a **data binding** — a declared link between an element on your page and a piece of WordPress data. Here’s the key idea: instead of copying today’s value into the page (the way static text would), the element stores *which data it’s bound to* — “the site title,” “the current user’s name,” “the three most recent posts.” When a visitor requests the page, Page Builder resolves each binding on the server and renders the current value directly into the page’s clean HTML. Because resolution happens server-side, no extra scripts are shipped to the browser for the data itself — the visitor just receives finished HTML and CSS. Each of the 91 built-in bindings declares three things: 1. **What data it connects to** — a site setting, the current post, the visitor, a list of posts, a menu, and so on. 2. **How it renders** — as text, an image, a link, a form, a card grid, or a wrapper that shows or hides its contents. 3. **How it behaves without the plugin** — its offline-snapshot behavior, described below. Bindings render inside your design like any other element, so they can be styled — per device and per state — exactly like static content. You add them the same way you build everything else: ask Uncanny Agent (“add a section showing my three latest posts”) or work in the Manual editor. ### Offline snapshots vs. live-only bindings Bindings come in two classes, and the difference matters for the no-lock-in promise: - **Snapshot-capable bindings (✓ in the tables below)** keep their last-published content in the page’s markup. If the plugin is ever deactivated, the page still renders with those last-published values — they simply pause updating until the plugin returns. - **Live-only bindings** depend on request-time data — most often *who is viewing the page* — so they need the plugin active to display. Note that a page containing a live-only element doesn’t get the offline fallback, so if plugin-off portability matters for a particular page, build it from snapshot-capable elements. ### Privacy and governance by design Two safety properties are built into the binding system: - **Visitor-specific data is never stored.** Bindings like Current User Name are always resolved at request time; personal details are never frozen into your saved page content. - **Open-ended bindings are governed.** Bindings that could reach arbitrary data — WP Option, Post Meta, User Meta, WordPress Shortcode, and WP Embed — only expose allowlisted or governed values and approved providers, so a page can’t leak site internals. ## The full catalog **Reading the “Offline snapshot” column:** ✓ means the element’s last-published content stays visible even if the plugin is deactivated (it just stops updating). **Live-only** means the element needs the plugin active to display. ### Site identity and branding (12) **Binding****What it shows****Offline snapshot**Site TitleThe WordPress site name✓Site TaglineThe site tagline/description✓Site LogoThe site logo (from the Customizer or Page Builder branding)✓Site URLThe site home URL✓Home LinkThe linked site name pointing home✓Site LanguageThe site language code (e.g., en-US)✓Copyright YearThe current year, for footers✓Privacy Policy URLLink to the site’s privacy policy page✓RSS Feed URLThe site’s RSS feed link✓Atom Feed URLThe site’s Atom feed link✓Admin EmailThe site administrator email addressLive-onlyWP OptionAn allowlisted public site setting value✓### Visitor-aware and membership (13) **Binding****What it shows****Offline snapshot**Current User NameThe logged-in visitor’s display nameLive-onlyCurrent User AvatarThe logged-in visitor’s profile photoLive-onlyCurrent User EmailThe logged-in visitor’s emailLive-onlyCurrent User BioThe logged-in visitor’s bioLive-onlyCurrent User RoleThe logged-in visitor’s roleLive-onlyCurrent User Posts URLLink to the visitor’s author archiveLive-onlyUser MetaA governed custom user profile fieldLive-onlyLogin FormA login form (or welcome message when logged in)Live-onlyRegistration FormA user registration formLive-onlyLogin URLLink to the login page✓Logout URLLink to log outLive-onlyLost Password URLLink to password recovery✓Register URLLink to the registration page✓### Conditional sections — show or hide by audience or context (18) Each of these wraps other content and shows it only when its condition is met. **Binding****Shows its content only when…****Offline snapshot**If Logged In…the visitor is logged inLive-onlyIf Logged Out…the visitor is NOT logged inLive-onlyIf Role…the visitor has a specific roleLive-onlyIf Capability…the visitor has a specific permissionLive-onlyIf Front Page…viewing the site’s front pageLive-onlyIf Home (Blog)…viewing the blog listing pageLive-onlyIf Page…viewing a static pageLive-onlyIf Single Post…viewing a single postLive-onlyIf Archive…viewing any archive pageLive-onlyIf Category Archive…viewing a category archiveLive-onlyIf Tag Archive…viewing a tag archiveLive-onlyIf Author Archive…viewing an author archiveLive-onlyIf Search Results…viewing search resultsLive-onlyIf 404 Not Found…on the 404 error pageLive-onlyIf Comments Open…comments are open on the current post✓If Has Excerpt…the current post has a manual excerpt✓If Has Menu…a menu is assigned to the given location✓If Has Featured Image…the current post has a featured image✓### Current page and post details (17) **Binding****What it shows****Offline snapshot**Page TitleThe current page/post title✓Page PermalinkThe current page/post URL✓Page DateThe publish date✓Page Modified DateThe last-updated date✓Page ExcerptThe excerpt/summary✓Page Featured ImageThe featured image✓Page AuthorThe author’s name✓Page Author AvatarThe author’s photo✓Author BoxAuthor bio box: avatar, name, bio, and link✓Post Author URLLink to the author’s archive✓Post CategoryThe post’s primary category✓Post TagsThe post’s tag list✓Post Comment CountNumber of comments✓Post Reading TimeEstimated reading time (“5 min read”)✓Post Type LabelThe content type’s name (e.g., “Post,” “Course”)✓Post Type Archive LinkLink to a content type’s archive✓Post MetaA governed custom field valueLive-only### Post-to-post navigation (5) **Binding****What it shows****Offline snapshot**Next Post LinkLink to the next post✓Previous Post LinkLink to the previous post✓Post Prev/NextPrevious and next navigation together✓WP PaginationArchive page numbers✓WordPress BreadcrumbsBreadcrumb trail for the current page✓### Post and content lists — repeating card grids (11) **Binding****What it shows****Offline snapshot**WordPress Recent PostsMost recent posts as cards✓WordPress Popular PostsMost-commented posts as cards✓WordPress Related PostsPosts sharing categories/tags with the current one✓WordPress Sticky PostsFeatured (sticky) posts as cards✓WordPress Post QueryAny posts/pages/custom content as card grids, with filtering and orderingLive-onlyWordPress Child PagesSub-pages of a parent as cards✓WordPress PagesTop-level pages as cards✓WordPress CommentsA post’s approved comments as cards✓WordPress UsersUser cards: name, avatar, bio, and profile link (team pages, author directories)✓WordPress Taxonomy TermsCategories/tags/custom terms as card grids✓WP GalleryA post’s attached images as a gallery grid✓WordPress Post Query can list any content type on the site — courses or products appear as generic cards (title, image, link), without plugin-specific data like prices or course progress. ### Navigation and site-structure lists (5) **Binding****What it shows****Offline snapshot**WordPress Navigation MenuA site menu, styled to match the page✓WordPress Pages ListA hierarchical list of pages✓WordPress Categories ListCategories, optionally with post counts✓WordPress Archives ListMonthly/yearly archive links✓WordPress Tag CloudA tag cloud from any taxonomy✓### Forms and embeds (3) **Binding****What it shows****Offline snapshot**Search FormThe site search form✓WordPress ShortcodeOutput of an allowlisted shortcode inside a designed sectionLive-onlyWP EmbedEmbedded media from approved providers (e.g., YouTube)Live-only### Social sharing (4) **Binding****What it shows****Offline snapshot**Share on FacebookFacebook share link for the current page✓Share on Twitter/XX share link✓Share on LinkedInLinkedIn share link✓Share via EmailEmail share link✓### Site statistics (3) **Binding****What it shows****Offline snapshot**Total Posts CountNumber of published posts✓Total Users CountNumber of registered users✓Total Comments CountTotal approved comments✓Related: [Adding live content to your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/) and [Downloading, exporting, and moving your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-export-portability/). **Article Categories:** Uncanny Page Builder --- ### [Building pages with Uncanny Agent](https://automatorplugin.com/knowledge-base/building-pages-with-uncanny-agent/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** In Uncanny Page Builder, Uncanny Agent is the builder. Everything you can do with a page — create it, restructure it, restyle it — you can do by describing what you want in the chat panel. This article covers what you can ask for. ![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-chat-panel-1024x603.webp "uncanny-page-builder-chat-panel") ## Create whole pages and sections Describe the page and Uncanny Agent builds the layout, content, and styling together: Create a landing page with a hero section, three feature cards, a testimonial, and a call to action. You can be as specific or as loose as you like. Uncanny Agent plans the sections, writes concise copy from your description, and names each section so it’s easy to refer to later (“the Webinar hero,” “the pricing section”). On an empty page, the chat suggests creation prompts; on an existing page, it suggests refinements. ## Refine through conversation Iterate the same way you built: - “Make the hero section taller and change the background to a lighter shade of blue.” - “Swap the feature cards for a two-column layout.” - “Move the signup form above the testimonials.” - “Make the buttons bigger on mobile.” (Styles can differ per device — desktop, tablet, and mobile.) - “Darken the button on hover.” (Styles can also differ per state — normal, hover, and focus.) Uncanny Agent reads the actual page and your site’s design settings before editing, so changes are grounded in what’s really there. ## Beyond the page itself Uncanny Agent handles the whole job, not just layout: - **Menus:** create site navigation menus, add, remove, or reorder items, and assign menu locations — all by conversation. - **Images:** Uncanny Agent can search your media library and upload images as part of a build. - **Icons:** thousands of open-source icons are available from the Lucide library. - **Interactive touches:** administrators can ask for page elements like sliders, carousels, and subtle animations from curated, pre-approved libraries. ## Build from an example Have a design you admire? Upload a screenshot of it in the chat, and Uncanny Agent will build a page in that style. (Agent works from your uploaded image — it can’t browse the web or visit URLs itself.) ## Ask for design insights Uncanny Agent doesn’t just build — it has design intelligence. Ask “How can I optimize this page for conversions?” and it will suggest improvements, like an experienced designer looking over your site. For prompt-writing techniques, see [Tips for getting better results from Uncanny Page Builder](https://automatorplugin.com/knowledge-base/uncanny-page-builder-tips/). For quick hands-on edits, see [Fine-tuning pages with the Manual editor](https://automatorplugin.com/knowledge-base/uncanny-page-builder-manual-editor/). **Article Categories:** Uncanny Page Builder --- ### [Fine-tuning pages with the Manual editor](https://automatorplugin.com/knowledge-base/uncanny-page-builder-manual-editor/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Uncanny Agent is the primary way to build and restructure pages, but sometimes you just want to fix a typo or nudge some spacing yourself. The Manual editor is designed for exactly that kind of fine-tuning. ## Turn on Manual edits In the Page Builder toolbar, flip the **Manual** **edits** toggle. The editor panel opens with three tabs: **Elements**, **Page**, and **Brand styles**. ![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-manual-toggle.gif "uncanny-page-builder-manual-toggle") ## Edit content directly - **Text:** click into any text on the canvas and edit it in place. - **Images:** select an image and adjust its settings or swap in a different file. ## Style any element Select an element on the canvas and the **Elements** tab shows exactly what you’ve selected (for example, h1#webinar-title) along with a full style inspector: - **Content** — the element’s text and attributes - **Typography** — fonts, sizes, weights - **Background**, **Border**, **Shadow**, **Effects** - **Spacing** and **Layout** - **Navigator** — the element’s place in the page structure - **Where styles come from** — see which styles are inherited and from where - **Hover & states** — style the hover and focus states separately The panel also shows the section that contains your selection, with options to delete it or save it as a reusable part. ## Preview at any width Use the device selector to preview and edit at desktop, tablet, and mobile widths — styles can differ per device. ## Send it to Uncanny Agent for a polish pass Select any element and click **Edit with Uncanny Agent** to hand it to Agent — perfect when you can point at what’s wrong but would rather describe the fix: “change the color and font of this text to make it pop visually” or “make this headline more compelling.” ![](https://automatorplugin.com/wp-content/uploads/2026/08/edit-with-uncanny-agent-1024x394.png "edit-with-uncanny-agent") ## Undo anything Every edit — yours or Uncanny Agent’s — is undoable. The editor keeps a history of recent changes (up to 30 steps per page), and safeguards prevent Agent from overwriting an edit you just made. The Manual editor was designed for fine-tuning; for structural changes, redesigns, or new sections, conversation is faster — see [Building pages with Uncanny Agent](https://automatorplugin.com/knowledge-base/building-pages-with-uncanny-agent/). **Article Categories:** Uncanny Page Builder --- ### [Getting started with Uncanny Page Builder](https://automatorplugin.com/knowledge-base/getting-started-with-uncanny-page-builder/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Uncanny Page Builder is built into Uncanny Automator, so there’s nothing to install or connect. Once Automator is active and Uncanny Agent is enabled, you can build your first page in minutes. ## Create a new page 1. In your WordPress dashboard, go to **Pages > Add Page**. 2. In the block editor’s top toolbar, click the **Uncanny Page Builder** button. 3. Confirm the switch. Page Builder saves an exact copy of the current WordPress page body so you can switch back later. [![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-button-1024x521.png "uncanny-page-builder-button")](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-button.png) ## Choose how the page fits your site Page Builder asks two quick questions the first time you open a page: 1. **How should this page fit into your website?** Choose **Build the entire page with Uncanny Page Builder** (recommended) to have Uncanny Agent create the complete page, including the header and footer — or **Use my existing header and footer** to keep your theme’s header and footer and let Agent build just the page content. 2. **Set up your page header and footer.** If your site already has a saved header and footer in Page Builder, you can apply them to this page or start with a stand-alone page. You can change these choices later. See [Choosing a page layout](https://automatorplugin.com/knowledge-base/uncanny-page-builder-page-layouts/) for details. ![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-how-should-this-page-fit-into-your-site-1024x658.png "uncanny-page-builder-how-should-this-page-fit-into-your-site") ## Describe your page On the empty canvas, click **Start chatting** and tell Uncanny Agent what you want, in plain language: Build a landing page for an upcoming webinar. Keep it to 4 sections: a hero with the title, date, and a registration button; a “What you’ll learn” section with 3 bullet points; a brief speaker bio; and a final call to action. Uncanny Agent plans the page, builds each section, and posts a summary of what it created. Significant steps — like saving the page or deleting an element — are shown for your approval before they happen. When it’s done, you’ll see the finished sections on the canvas, each with a name badge. [Want to know how to get the best results out of Uncanny Page Builder?](http://automatorplugin.com/knowledge-base/uncanny-page-builder-tips/) ![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-build-request-1024x603.webp "uncanny-page-builder-build-request") ## Name, save, and publish 1. Click **Edit page details** in the toolbar to set the page title and URL slug. 2. Click **Save Draft** to save without publishing, or **Publish** when you’re ready to go live. 3. Use the device selector to preview at desktop, tablet, and mobile widths, or choose **Preview in new tab**. From here, keep refining through conversation — or flip on the Manual editor for hands-on tweaks. Next: [Building pages with Uncanny Agent](https://automatorplugin.com/knowledge-base/building-pages-with-uncanny-agent/). **Article Categories:** Uncanny Page Builder --- ### [Reusable sections, headers, and footers](https://automatorplugin.com/knowledge-base/uncanny-page-builder-reusable-parts/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Build a section once and use it everywhere. Uncanny Page Builder supports reusable sections you can insert on any page, and global parts (shared headers and footers managed in one place and used across your site). ## Save a section as reusable 1. Turn on the **Manual** toggle in the toolbar. 2. Select any element inside the section you want to reuse. 3. In the **Elements** panel, under the section’s name, click **Save as reusable**. The entire containing section is saved as a reusable part. Any section can be converted into a reusable section— a call-to-action banner, a testimonial block, a signup form section. [![](https://automatorplugin.com/wp-content/uploads/2026/08/save-as-reusable-page-builder-element-1024x526.png "save-as-reusable-page-builder-element")](https://automatorplugin.com/wp-content/uploads/2026/08/save-as-reusable-page-builder-element.png) ## Insert a saved section You can ask Uncanny Agent to add a reusable section to any part of your page: “Add my signup section at the bottom of the page,” or, “Add my footer to this page.” You can also add reusable sections using the Manual editor. On any page, open the **section library**: - On an empty page, click **Open library** in the Section Library card, or - Click the **Open section library** button on the canvas. Browse your reusable sections and add one to the page. ## Shared headers and footers (global parts) Headers and footers work as global parts: build them once, and every page that uses them stays in sync. When you create a new full-page layout, Page Builder offers your saved header and footer automatically — see [Choosing a page layout](https://automatorplugin.com/knowledge-base/uncanny-page-builder-page-layouts/). Because navigation can be a live element, a menu in your shared header stays in sync with your site automatically — and Uncanny Agent can update your menus through conversation, too. ## Manage your reusable parts Go to **Page Builder > Reusable parts** in your WordPress dashboard to see and manage every reusable section and global part on your site. You can also open it from the **More page actions** menu in the builder. [![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-reusable-parts-1024x372.webp "uncanny-page-builder-reusable-parts")](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-reusable-parts-scaled.webp) Related: [Adding live content to your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/). **Article Categories:** Uncanny Page Builder --- ### [Setting up your brand styles (and locking them)](https://automatorplugin.com/knowledge-base/uncanny-page-builder-brand-styles/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** AI that builds pages is only useful if the pages look like your pages. Uncanny Page Builder lets you define your brand once — logo, colors, fonts, and styles — so every page starts on brand automatically, no matter who (or what) builds it. ## Define your brand once Set site-wide brand settings for: - **Logo** - **Color palette** - **Fonts** — Google Fonts are supported, and you can upload your own brand fonts - **Text styles, spacing, and button styles** Every new page follows these settings automatically. In the Manual editor, the **Brand styles** tab gives you direct access while you work; you can also manage shared settings from **Page Builder > Settings** in your WordPress dashboard. [![](https://automatorplugin.com/wp-content/uploads/2026/08/brand-styles-page-builder-1024x565.png "brand-styles-page-builder")](https://automatorplugin.com/wp-content/uploads/2026/08/brand-styles-page-builder.png) ## Lock the choices that matter Brand-critical choices — your colors, your fonts — can be locked. Locked values cannot be overridden on any page, by anyone. Not a teammate, and not even Uncanny Agent. Where values aren’t locked, individual pages can still make per-page style overrides. On-brand by default, not by vigilance. ## Give Uncanny Agent standing design direction Beyond the visual settings, you can teach Uncanny Agent your style preferences once — for example: “Clean and minimal, generous white space, friendly tone.” Uncanny Agent applies that standing direction to every page you build from then on, so you don’t have to repeat yourself in every conversation. Related: [Building pages with Uncanny Agent](https://automatorplugin.com/knowledge-base/building-pages-with-uncanny-agent/) and [Tips for getting better results from Uncanny Page Builder](https://automatorplugin.com/knowledge-base/uncanny-page-builder-tips/). **Article Categories:** Uncanny Page Builder --- ### [Previewing, saving, and publishing your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-preview-publish/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Nothing goes live until you say so. This article covers how to preview your work at any screen size, keep pages as drafts, and publish when you’re ready. ## Preview at any width Click the device selector in the Page Builder toolbar to switch the canvas between **Desktop**, **Tablet**, and **Mobile** widths. Styles can differ per device, so it’s worth checking all three — and you can ask Uncanny Agent for device-specific changes like “make the buttons bigger on mobile.” To see the page outside the builder, choose **Preview in new tab**. [![](https://automatorplugin.com/wp-content/uploads/2026/08/device-selector-page-builder-1024x522.png "device-selector-page-builder")](https://automatorplugin.com/wp-content/uploads/2026/08/device-selector-page-builder.png) ## Set the title and URL Click **Edit page details** in the toolbar to set the page **title** and **URL slug**. The dialog shows the resulting permalink, with a one-click copy button. ![](https://automatorplugin.com/wp-content/uploads/2026/08/page-builder-title-and-slug-1024x541.png "page-builder-title-and-slug") ## Save as a draft Click **Save Draft** to save your work without publishing. Drafts are ordinary WordPress drafts — they appear in **Pages > All Pages** like any other page, and only logged-in users with permission can preview them. If you’re building with Uncanny Agent, you can also just say so: “save this page as a draft and don’t publish it.” Saving is one of the significant actions Agent asks approval for, so you’ll always see it coming. ## Publish Click **Publish** in the toolbar (or ask Uncanny Agent) when the page is ready. The page goes live at its permalink, using the layout mode you chose — your theme’s header and footer, or the full Page Builder design. ## Undo and iterate safely Every edit can be undone (up to 30 steps per page), and you can keep refining after publishing — changes go through the same preview-and-approve flow. See [Reviewing and approving what Uncanny Agent builds](https://automatorplugin.com/knowledge-base/uncanny-page-builder-approvals/). **Article Categories:** Uncanny Page Builder --- ### [Redesigning an existing page (and switching back)](https://automatorplugin.com/knowledge-base/uncanny-page-builder-redesign-existing-page/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** You don’t need a test site to try Uncanny Page Builder. Open any existing page — even a live, published one — redesign it with Uncanny Agent, and if you ever want the old version back, restore it exactly as it was — same page, same URL. ## Your original is saved automatically The moment Page Builder takes over a page, an exact copy of the original is saved — no manual backups, no duplicating pages. You’ll see this in the confirmation when you click the **Uncanny Page Builder** button: “We will save an exact copy so you can switch back later.” Your visitors are covered too: they keep seeing your original page until you publish your first Page Builder version. The swap only happens when you publish, so a live page is never left blank while you work on its redesign. Because it’s the same page at the same URL throughout, there’s nothing to redirect and nothing for search engines to re-learn. ## Redesign an existing page 1. From your WordPress admin dashboard **Pages > All Pages**. 2. Click the **Uncanny Page Builder** button in the editor’s top toolbar and confirm. 3. Choose your layout mode, then describe the redesign to Uncanny Agent. 4. Save as a draft or publish when you’re happy. ![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-switch-confirmation.gif "uncanny-page-builder-switch-confirmation") Page Builder also detects other builders (like Elementor) on a page, so two editors never fight over the same content. ## Switch back anytime To restore the original page: 1. In the builder, open the **More page actions** menu. 2. Choose **Switch to WordPress editor**. WordPress editing is restored — the original returns exactly as it was, at the same address. Your Page Builder redesign isn’t thrown away: it’s kept safe and dormant, so if you switch back to Page Builder later, you resume right where you left off. ![](https://automatorplugin.com/wp-content/uploads/2026/08/switch-to-wordpress-editor-page-builder-568x1024.png "switch-to-wordpress-editor-page-builder") A redesign you can completely undo — that’s the point. Related: [Choosing a page layout](https://automatorplugin.com/knowledge-base/uncanny-page-builder-page-layouts/) and [Downloading, exporting, and moving your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-export-portability/). **Article Categories:** Uncanny Page Builder --- ### [Downloading, exporting, and moving your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-export-portability/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Pages built with Uncanny Page Builder are stored as clean, standard HTML and CSS — not proprietary shortcodes or builder-specific code. That means your content is portable: move it, copy it, or take it somewhere else entirely. Your pages are yours. ## Download a page as a standalone web page From the **More page actions** menu, choose **Download as HTML** to download a portable HTML version of the page, complete with styling. You can host it anywhere — even outside WordPress. [![](https://automatorplugin.com/wp-content/uploads/2026/08/download-as-html-page-builder-894x1024.png "download-as-html-page-builder")](https://automatorplugin.com/wp-content/uploads/2026/08/download-as-html-page-builder-894x1024.png) ## Move pages between sites Choose **Export page** from the same menu to download an importable Page Builder source package. Import it on another site running Uncanny Page Builder from the Pages list — handy for agencies moving work between staging and production, or reusing a page across client sites. ## What happens without the plugin Because the output is standard web code, your pages keep rendering even if the plugin is deactivated: - Content and design stay intact. - Most live elements keep showing their last-published content and pause updating until the plugin returns. - Live-only elements (like login forms and visitor-specific content) need the plugin active to display — see [Adding live content to your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-live-content/). And uninstalling the plugin never deletes your pages or content. ## Why this matters If you’ve ever switched page builders, you know the pain: broken layouts, garbled shortcodes, hours of rebuilding. Clean HTML and CSS output means you are never trapped. For a page-level safety net, see [Redesigning an existing page (and switching back)](https://automatorplugin.com/knowledge-base/uncanny-page-builder-redesign-existing-page/). **Article Categories:** Uncanny Page Builder --- ### [Reviewing and approving what Uncanny Agent builds](https://automatorplugin.com/knowledge-base/uncanny-page-builder-approvals/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Uncanny Agent builds, but you’re in charge. Uncanny Page Builder is designed so nothing important happens to your pages without your knowledge — significant changes need your approval, you can see what Agent intends before it happens, and everything can be undone. ## Approvals for significant changes When Uncanny Agent is about to take a significant action — like saving or publishing a page — the chat shows exactly what it’s about to do with an approval prompt: **This tool requires your approval**, with **Approve** and **Reject** buttons. Click the step to expand its details before deciding. [![](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-agent-approval-1024x602.webp "uncanny-agent-approval")](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-agent-approval-scaled.webp) ## See the work as it happens Uncanny Agent narrates its progress while it builds (“Working for 2:36m · 12 tools”) and finishes with a summary of what it created, section by section, plus a preview link. Changes are not applied to the live page until you explicitly click Publish changes. ## Everything is undoable Every edit — Uncanny Agent’s or yours — can be undone, with a history of recent changes (up to 30 steps per page). Built-in safeguards also prevent Agent from overwriting an edit you just made. Experiment freely; nothing is irreversible. ## Double-check the result Like any AI, Uncanny Agent can make mistakes. Give new pages a quick read before publishing — the Manual editor makes small corrections fast, or you can just tell Agent what to fix. For broader guidance on working safely with AI on your site, see [How to Safely Use AI with WordPress](https://automatorplugin.com/knowledge-base/how-to-safely-use-ai-with-wordpress/). Related: [Previewing, saving, and publishing your pages](https://automatorplugin.com/knowledge-base/uncanny-page-builder-preview-publish/). **Article Categories:** Uncanny Page Builder --- ### [Choosing a page layout: theme header/footer or full page](https://automatorplugin.com/knowledge-base/uncanny-page-builder-page-layouts/) **Published:** August 5, 2026 **Author:** Rohan Pokharel **Content:** Uncanny Page Builder fits into the site you already have. For every page, you choose whether the page keeps your theme’s header and footer or whether Page Builder designs the entire page — and you can change your mind later. ## The two layout modes When you first open a page in Page Builder, it asks: **How should this page fit into your website?** - **Build the entire page with Uncanny Page Builder** (recommended) — Page Builder creates the complete page, including the header and footer. Choose this for landing pages, campaign pages, or any page that should have its own design. - **Use my existing header and footer** — your theme continues to provide the header and footer while Page Builder builds the page content in between. Because your theme controls some styles, the final page may look slightly different than it does in the builder preview. ![Modal asking how the page should fit into your website, with two choices: Build the entire page with Uncanny Page Builder (Recommended) or Use my theme header and footer.](https://automatorplugin.com/wp-content/uploads/2026/08/uncanny-page-builder-how-should-this-page-fit-into-your-site-1024x658.png "uncanny-page-builder-how-should-this-page-fit-into-your-site") ## Full-page mode: pick your header and footer If you choose full-page mode and your site already has a saved header and footer in Page Builder, you’ll be asked whether to: - **Use my saved header and footer** — apply the shared header and footer you’ve already created that is managed in one place and used across pages; or - **Start a stand-alone page** — no header or footer, ideal for focused landing pages. You can add them later. Shared headers and footers are managed as reusable parts — see [Reusable sections, headers, and footers](https://automatorplugin.com/knowledge-base/uncanny-page-builder-reusable-parts/). ## Adopt Page Builder at your own pace These choices are per page, so you can redesign a single landing page today and leave the rest of your site exactly as it is. Page Builder runs happily alongside your theme and the plugins your site is built on, and it detects other page builders (like Elementor) on a page so two editors never fight over the same content. **Article Categories:** Uncanny Page Builder --- ### [Uncanny Automator Changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-changelog/) **Published:** July 9, 2018 **Author:** Ryan Moore **Content:** #### 7.3.1.3 \[2026-06-16\] **Fixed:** - Events Manager – Resolved a PHP error that could occur when loading registration-related triggers in certain version-mismatched environments #7912 - LearnDash – Quiz triggers now correctly resolve quiz score, question-and-answer, and related quiz result tokens #7908 - Recipe logs – Delayed and scheduled actions now display the correct scheduled execution dates. #7895 - WPForms, MailPoet, and FunnelKit (Autonami) – Improved protection against PHP Object Injection when storing user-submitted trigger token values #7921 #### 7.3.1.2 \[2026-06-10\] **Fixed:** - Mailchimp – Credential mapping issue on some older sites now resolved #7885 - Mailchimp – Create and send a campaign – Fails when ‘To name’ is empty #7881 - WP Job Manager – A user applies for a job – Fixed an issue where some tokens may not parse #7875 - WordPress – A post in a taxonomy is published & A user publishes a post in a taxonomy – Only one recipe fires per post due to dedup keyed by code #7883 **Under the Hood:** - Multiple integrations – Correct invalid singular `supports_token` definitions to plural `supports_tokens` #7831 - Normalize UTM tags on in-plugin links #7880 #### 7.3.1.1 \[2026-06-07\] **Fixed:** - App Actions – Fixed an issue where some app actions could fail with “Non-JSON response from API” when the vendor responds with a 204 No Content status and an empty body #7872 - Background Actions – Fixed an issue where a completed action could revert to “In progress” in rare situations #7871 - Delayed/Scheduled Actions – Fixed an issue where actions were marked as “Skipped” and never ran after updating to 7.3.0 #7866 - Mailchimp – Add a contact to an audience – Fixed an issue where the action could fail with “User already subscribed to the list” in recipes #7860 - Recipe Logs – Fixed an issue where the log details could fail to load when a delayed action had a malformed date value #7868 - Trigger Engine – Fixed a PHP error that could occur when a trigger returned malformed token data #7869 - WordPress – A user publishes a post & A user publishes a post in a taxonomy – Fixed an issue where the trigger did not fire for scheduled posts #7862 ### 7.3.1 \[2026-06-06\] **New Tokens:** - Zoom Meetings & Webinar – Registration actions – Registration join link, Registrant ID, Meeting topic / Webinar topic, Start time #7809 **Fixed:** - Google Sheets – Fixed an issue where disconnecting an account did not fully clear the cached connection #7843 - Gravity Forms – Fixed an issue where lazily fired triggers could fail and leave recipes stuck “In Progress” #7859 - Integration Loader & The Events Calendar – Fixed a PHP error that could occur when Event Tickets was not installed #7848 - LearnDash – Fixed an issue where some completion date tokens were not resolving correctly #7849 - MemberPress – A user purchases a membership – Fixed an issue where the trigger could fire when a membership renewed automatically after purchase #7825 - Recipe Logs – Action Tab – Fixed an issue where the Completion Date column displayed dates for actions that had not yet completed #7837 - Trigger Engine – Fixed an issue where Gravity Forms non-AJAX submissions could fail to fire triggers in certain situations #7857 - Uncanny Agent – Fixed an issue where the Agent could appear on the frontend when WPFrontendAdmin plugin was active #7852 - WordPress – Fixed an issue where some post-view trigger token pills could become orphaned after migration #7850 **Under the hood:** - Recipe UI – Advanced > Post Meta Universal Token – Resolved UI issues where Loop tokens could appear as invalid or be unavailable in nested token pickers within conditions #7398 ### 7.3.0 \[2026-06-04\] **New Plugin Integration** - [SaveTo Wishlist](https://automatorplugin.com/integration/saveto-wishlist/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7260 **New Triggers** - Charitable – A campaign ends #7086 - Charitable – A campaign reaches its goal #7087 - Charitable – A donation to a campaign is completed #7082 - Charitable – A donation to a campaign is refunded #7083 - Charitable – A donation’s status is changed to a status #7081 - Charitable – A donor is created #7084 - Charitable – A user registers as a donor #7085 - FluentCommunity – A user achieves a percentage greater than, less than or equal to a value on a quiz #6859 - FluentCommunity – A user completes a quiz in a course #6860 - FluentCommunity – A user passes or fails a quiz in a course #6860 - Popup Maker – A conversion is recorded on a popup #7353 - Popup Maker – A form provider is submitted in a popup #7355 - Popup Maker – A newsletter form is submitted in a popup #7357 - Popup Maker – A popup is opened #7352 - Popup Maker – A user submits a form provider in a popup #7354 - Popup Maker – A user submits a newsletter form in a popup #7356 - SaveTo Wishlist – A guest wishlist is synced to a user account on login #7424 - SaveTo Wishlist – A user adds a product from their wishlist to their cart #7423 - SaveTo Wishlist – A user adds a product to a wishlist #7420 - SaveTo Wishlist – A user creates a wishlist #7421 - SaveTo Wishlist – A user removes a product from a wishlist #7422 - The Events Calendar – A venue is created #7099 - The Events Calendar – A venue is updated #7100 - The Events Calendar – An event is linked to a related post #7101 - The Events Calendar – An event is unlinked from a related post #7102 - The Events Calendar – An organizer is created #7097 - The Events Calendar – An organizer is updated #7098 - The Events Calendar – Event Tickets – A check-in for an event is reversed #7104 - The Events Calendar – Event Tickets – A ticket is added to an event #7106 - The Events Calendar – Event Tickets – A ticket is removed from an event #7107 - The Events Calendar – Event Tickets – An attendee is checked in to an event #7103 - The Events Calendar – Event Tickets – RSVP tickets are generated for a ticket type on an event with a status #7105 **New Actions** - Charitable – Add a tag to a donor #7092 - Charitable – Create a donor #7090 - Charitable – Create an offline donation to a campaign #7088 - Charitable – Update a donation’s status to a status #7089 - Charitable – Update a donor’s profile #7091 - Groundhogg – Add a note to a contact #6986 - SaveTo Wishlist – Add a product to a wishlist #7425 - SaveTo Wishlist – Create a wishlist #7427 - SaveTo Wishlist – Remove a product from a wishlist #7426 - The Events Calendar – Add a venue to an event #7114 - The Events Calendar – Add an organizer to an event #7113 - The Events Calendar – Create a venue #7112 - The Events Calendar – Create an event #7108 - The Events Calendar – Create an organizer #7111 - The Events Calendar – Delete an event #7110 - The Events Calendar – Event Tickets – Check in an attendee #7115 - The Events Calendar – Event Tickets – Create an RSVP attendee for an event #7117 - The Events Calendar – Event Tickets – Reset the check-in for an attendee #7116 - The Events Calendar – Update an event #7109 - WordPress Core – Add a file to the media library #6951 - WordPress Core – Add a menu #6932 - WordPress Core – Add an item to a menu #6935 - WordPress Core – Assign a menu to a location #6938 - WordPress Core – Create a term in a taxonomy #6945 - WordPress Core – Delete a comment #6960 - WordPress Core – Delete a media item from the media library #6953 - WordPress Core – Delete a menu #6934 - WordPress Core – Delete a term from a taxonomy #6956 - WordPress Core – Delete an item from a menu #6937 - WordPress Core – Delete a meta key from a post #6955 - WordPress Core – Generate a password reset link for a user #6964 - WordPress Core – Get a media item from the media library #6952 - WordPress Core – Get the value of a meta key from a post #6971 - WordPress Core – Get the value of a meta key from a user #6972 - WordPress Core – Rename a menu to a new name #6933 - WordPress Core – Restore a post from trash #6958 - WordPress Core – Set the password of a post to a password #6959 - WordPress Core – Set the status of a comment to a status #6961 - WordPress Core – Update a term in a taxonomy #6957 - WordPress Core – Update an item in a menu #6936 - WordPress Core – Update a media item in the media library #6931 **Updated** - AI Integrations – Refreshed model options for Claude, Cohere, Gemini and Mistral. Claude Opus 4.7 and 4.8 no longer error out, since Automator no longer sends the temperature parameter those models don’t support. #7792 - Asana and GitHub integrations moved from Automator Pro to Automator Lite. #7236 - Groundhogg – Create or update a contact – Now supports address fields and custom contact properties. #6985 - RSS – Thumbnail URL token now resolves correctly when restoring media. #7244 - Telegram – A text message is received from a chat/channel – New Text (HTML) token preserves message formatting. #7466 **Fixed** - Brevo – Create or update a contact – Now loads your account’s actual contact attributes, so default attributes work on non-English accounts. #7408 - Bricks Builder – Banished the deprecation warning ghost. #7126 - Divi – Forms created in Divi 5 and later now appear in the form selection dropdown. #7454 - Licensing – Plan names on the Addons page no longer living in an alternate reality. #7794 - MemberPress – A user is added to a membership – Trigger stopped firing after a hook change, so users weren’t added. #7793 - Recipe Import – Tokens that reference another action’s output now remap to the new action IDs, so they no longer appear broken. #7410 - Recipe Import – Common tokens now resolve correctly in imported recipes. #7384 - Recipe status toggle – Live/Draft checkbox value now serializes and saves correctly. #7469 - Run JavaScript code & Trigger Engine – Action firing after wp\_loaded run too late #7797 - Trigger Engine – Triggers queued late in the shutdown sequence (e.g. delayed triggers) are now processed instead of being dropped. #7407 - WP Job Manager – A user applies for a job / A user submits a resume – Triggers fire again for user-owned submissions. #7378 **Under the hood** - Core – Restored missing option dropdowns on legacy trigger and integration settings. #7315 - Core – Improved recipe completion and reliability with the new execution Pipeline. #6889, #7047, #7048, #7049, #7050, #7051, #7052, #7053, #7054, #7055, #7056, #7198, #7208, #7209 - Uncanny Automator Lite users no longer seeing Uncanny Agent launcher tab. #7308 - Recipe UI – A loop token group now nests where it belongs. #7394 - Recipe UI – Divi Supreme Pro no longer clashes with Select2. #7404 - Recipe import now feels the love from automator\_migrate\_recipe\_part\_meta hook. #7385 - Uncanny Agent link added to WP Admin Bar. #7306 - Framework migrations – Integrations modernized to the new framework: - Fluent Forms #7072 - GoTo Training #6294 - Groundhogg #6928 - LearnDash #7377 - Mailchimp #6299 - Popup Maker #7339 - Thrive Ovation #7340 - Uncanny CEUs #7343 - UserFeedback #7341 - WhatsApp #6285 - WordPress #5920 - WP Webhooks #7342 ### 7.2.5 \[2026-05-08\] **Added:** - Uncanny Agent – Support for translating conversation starters into 12 languages #7289 **Fixed:** - Advanced – Post meta token now gracefully acknowledges “0” with an empty string. #7292 - Loopable Tokens bid farewell to their geeky Unicode escape disguises. #7280 - Twilio – Send an SMS to a number now sans HTML `` shenanigans. #7282 ### 7.2.4 \[2026-05-06\] **New Feature:** - Uncanny Agent – Officially launched for all Automator Pro users **Added:** - Dashboard – Uncanny Agent Usage meter #6635 **Under the hood:** - Uncanny Agent – Default conversation starters based on the page context #7251 - Core – Total table size now gets a well-deserved refresh after log table resets. #7272 ### 7.2.3 \[2026-05-01\] **Updated:** - Kit – Added a v4 API key option. #7214 **Fixed:** - Closure – Stopped removing `$` from URL queries during redirects. #7213 - LearnDash – Pass/fail quiz triggers now respond to essay grades. #7210 - Loopable tokens – Closed leaks in the Action Store to prevent recipe data issues. #7224 - Loopable tokens – Fixed phantom results caused by out-of-bounds token hydration. #7222 - Loopable tokens – Fixed trigger token child misindexing under loop filters. #7223 **Under the hood:** - App Integrations – Improved app connected status load order. #7151 - Loopable RSS – Added support for Atom feeds (requires the latest Automator Pro). #7200 - Uncanny Agent – Bearer Auth – Fixed an infinite loop during token metadata update in a specific situation #7234 - Switched to the new framework: - AWeber #6564 - Keap #6284 ### 7.2.2.1 \[2026-04-22\] **Fixed:** - MemberPress Courses – Banished the “Undefined array key ‘ID’” gremlin. #7204 - Uncanny Agent – Resolves authentication conflicts between Agent REST endpoints and JWT apps. #7202 - Token Parser – Banished undefined “ID” warnings from empty `$trigger_data`. #7206 ### 7.2.2 \[2026-04-20\] **Fixed:** - Gravity Forms – Triggers – Hidden fields now generate tokens. #7153 - RSS – Process an RSS feed – Media thumbnails found their way; URL tokens resolved. #7191 - Repeater fields with Uncanny Agent – Fixed an issue where meta unslashing was corrupting repeater JSON data. Data now stays intact. #7166 **Under the hood:** - Core – Windows/IIS path drama solved; legacy integrations breathe easy again. #7194 ### 7.2.1 \[2026-04-09\] **Fixed:** - Microsoft Teams – Some integration items were missing from v7.2.0 release, so the integration has been re-pushed to ensure everything is available. **Under the hood:** - Legacy Helper chaining – Added a defensive code guard to method and property handling. #7125 - Switched to the new framework: - Facebook Lead Ads #6642 - Facebook Pages #6563 - Instagram #6563 - Ontraport #6303 - Trello #6831 ### 7.2.0.1 \[2026-04-09\] **Fixed:** - Pro integration helpers overwriting Free helpers, causing fatal “undefined property $options” on trigger/action load. #7123 ### 7.2.0 \[2026-04-07\] **New Triggers:** - AffiliateWP – An affiliate’s unpaid referral count is greater than, less than, or equal to a specific number #7004 - AffiliateWP – An affiliate’s visit count is greater than, less than, or equal to a specific number #7003 **New Actions:** - Kit – Create a broadcast #6821 - Kit – Create a custom field #6825 - Kit – Create a purchase #6822 - Kit – Create a tag #6824 - Kit – Unsubscribe a subscriber #6823 - LinkedIn – Schedule a post on LinkedIn profile #6683 - Mautic – Add tags to a contact #6838 - Mautic – Create a tag #6837 - Mautic – Remove tags from a contact #6839 - Microsoft Teams – Add a user to a tag in a team #6906 - Microsoft Teams – Add a user to a team as a role #6905 - Microsoft Teams – Archive a team #6907 - Microsoft Teams – Create a group chat #6908 - Microsoft Teams – Create a tag in a team #6910 - Microsoft Teams – Create an online meeting #6909 - Microsoft Teams – Delete a channel from a team #6911 - Microsoft Teams – Remove a user from a team #6912 - Microsoft Teams – Reply to a channel message #6913 - Microsoft Teams – Update settings for a team #6914 **Updated:** - LinkedIn – Posting to personal pages now supported! #6769 - Bluesky – Error messages are improved and external links can now strut without images. #7026 - Closure – Only the current tab gets a redirect, others relax. #4486 - Closure – Now storing redirects in privacy-friendly sessions, no more cookies. #6870 - FluentCRM – Triggers can now play “Any” tag/list bingo. #6764 - Recipe logs – Paginated loop runs now sprint through large datasets. #6866 - Recipe logs – Timestamps now speak human instead of robot. #7005 - Stripe – Invoices dropped their empty line items—going lean and mean. #6855 - SG Optimizer and SG Security got their names updated. #7016 **Fixed:** - Action conditions – Double quotes no longer play charades. #6997 - Activity log – Trigger and action counts now speak the correct language. #6874 - Bitly – API calls tamed on settings page. #6878 - Database queries – Action count query’s new best friend is a prepared statement. #6875 - Gravity Forms – Radio fields tuned to parse token labels correctly. #7017 - MemberPress – Array key “ID” got found in the token hunt. #6988 - MemberPress – Trigger now pops for trial subscriptions via Stripe. #6786 - OptinMonster – Campaign scripts now know their way home. #6876 - Scheduled actions no longer stuck when new users are created, user selector mischief managed. #7024 - SureCart – Argument counts between checkout and webhook now shake hands. #6817 - Twilio – Phone numbers trimmed of HTML frills. #6979 - Uncaught TypeError – Undefined triggers now politely decline. #7023 - WordPress – Profile updates won’t retrigger recipes after role changes. #6805 - `is_action_or_trigger_active()` – Query streamlined for the data packrats. #6880 - WordPress – Titles now truly live up to their unique promise when creating posts with “Title must be unique” setting. #7067 - Memory leaks plugged, code tightened like a drum. #6755 - Security improvements – The usual suspects got rounded up. #6976 **Under the hood:** - Core improvements – Smarter integrations, leaner storage, faster caching, safer triggers, lighter memory use, quicker database lookups, speedier plugin loading, more reliable trigger queues, and redirects that finally speak up—everything’s running fitter, faster, and just a bit more chatty. #7034 #6756 #6808 #6868 #6871 #6865 #6867 #6869 #6877 #6853 #6872 #6873 - Recipe UI – Sentence tokens now behave when added via API. #7020 - Recipe log – Pagination plays nice, and constants got cozy. #6882 - Automator Views Schema – SQL SECURITY INVOKER keeps DEFINER errors at bay during migrations. #6881 - Repeater – Textareas keep their formatting cool during edits. #6350 - REST functionality is back, even when permalinks are in their plainest form. #7041 - New framework party - Drip #6829 - ClickUp #6842 - Kit (ConvertKit) #6832 - LinkedIn #6833 - Mautic #6830 - Microsoft Teams #6844 - OpenAI #6843 - Zoho Campaigns #6307 ### 7.1.0.1 \[2026-03-02\] **Fixed:** - Fixed a PHP error on PHP 7.4 sites caused by throw expressions #6814 ### 7.1.0 \[2026-02-27\] **New Plugin Integrations:** - [All in One SEO](https://automatorplugin.com/integration/all-in-one-seo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6648 - [Cloudflare](https://automatorplugin.com/integration/cloudflare/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6694 - [Easy WP SMTP](https://automatorplugin.com/integration/easy-wp-smtp/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6696 - [LiteSpeed Cache](https://automatorplugin.com/integration/litespeed-cache/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6699 - [Rank Math SEO](https://automatorplugin.com/integration/rank-math-seo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6692 - [SG Optimizer](https://automatorplugin.com/integration/sg-optimizer/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6700 - [SG Security](https://automatorplugin.com/integration/sg-security/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6695 - [Sugar Calendar](https://automatorplugin.com/integration/sugar-calendar/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6690 - [W3 Total Cache](https://automatorplugin.com/integration/w3-total-cache/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6697 - [WP Rocket](https://automatorplugin.com/integration/wp-rocket/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6693 - [WP Super Cache](https://automatorplugin.com/integration/wp-super-cache/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6698 - [Yoast SEO](https://automatorplugin.com/integration/yoast-seo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6691 **New Triggers:** - All in One SEO – A post’s SEO data is updated #6653 - All in One SEO – A post’s SEO score is greater than, less than, or equal to a specific value #6654 - Easy WP SMTP – An email fails to send #6733 - Easy WP SMTP – An email is blocked from sending #6734 - Easy WP SMTP – An email is sent successfully #6732 - Rank Math SEO – A post’s SEO data is updated #6713 - Rank Math SEO – A post’s SEO score is greater than, less than, or equal to a value #6714 - Sugar Calendar – A ticket for an event is purchased #6702 - Sugar Calendar – An event is created in a calendar #6701 - Yoast SEO – A post’s SEO data is updated #6706 - Yoast SEO – A post’s SEO score is greater than, less than, or equal to a value #6707 **New Actions:** - All in One SEO – Regenerate AIOSEO XML sitemap #6656 - All in One SEO – Reset a post’s SEO description #6649 - All in One SEO – Reset a post’s SEO title #6650 - All in One SEO – Set AIOSEO XML sitemap to a status #6659 - All in One SEO – Set AIOSEO robots.txt to a status #6658 - All in One SEO – Set a post’s SEO description to a specific value #6651 - All in One SEO – Set a post’s SEO title to a specific value #6652 - All in One SEO – Set a post’s focus keyphrase to a specific value #6657 - Cloudflare – Purge Cloudflare cache for a specific URL #6725 - Cloudflare – Purge Cloudflare cache for a specific post #6724 - Cloudflare – Purge all Cloudflare cache #6723 - LiteSpeed Cache – Purge LiteSpeed cache for a specific URL #6743 - LiteSpeed Cache – Purge LiteSpeed cache for a specific post #6742 - LiteSpeed Cache – Purge all LiteSpeed caches #6741 - Rank Math SEO – Delete a post’s SEO description #6719 - Rank Math SEO – Delete a post’s SEO title #6718 - Rank Math SEO – Delete a post’s focus keyword #6776 - Rank Math SEO – Set a post’s SEO description to a specific value #6716 - Rank Math SEO – Set a post’s SEO title to a specific value #6715 - Rank Math SEO – Set a post’s focus keyword to a specific value #6717 - SG Optimizer – Purge SG Optimizer cache for a specific URL #6745 - SG Optimizer – Purge all SG Optimizer caches #6744 - SG Security – Block a user #6728 - SG Security – Block an IP address #6726 - SG Security – Force all users to log out #6730 - SG Security – Force all users to reset their passwords #6731 - SG Security – Unblock a user #6729 - SG Security – Unblock an IP address #6727 - Stripe – Create and send an invoice to a customer #6603 - Sugar Calendar – Create an event with a title #6703 - Sugar Calendar – Delete an event #6704 - Sugar Calendar – Register an attendee to an event #6705 - Sugar Calendar – Submit an RSVP for an event #6778 - W3 Total Cache – Purge W3 Total Cache for a specific URL #6737 - W3 Total Cache – Purge W3 Total Cache for a specific post #6736 - W3 Total Cache – Purge all W3 Total Cache caches #6735 - WP Rocket – Purge WP Rocket cache for a specific URL #6722 - WP Rocket – Purge WP Rocket cache for a specific post #6721 - WP Rocket – Purge all WP Rocket caches #6720 - WP Super Cache – Purge WP Super Cache for a specific URL #6740 - WP Super Cache – Purge WP Super Cache for a specific post #6739 - WP Super Cache – Purge all WP Super Cache caches #6738 - Yoast SEO – Delete a post’s SEO description #6712 - Yoast SEO – Delete a post’s SEO title #6711 - Yoast SEO – Delete a post’s focus keyphrase #6777 - Yoast SEO – Set a post’s SEO description to a specific value #6709 - Yoast SEO – Set a post’s SEO title to a specific value #6708 - Yoast SEO – Set a post’s focus keyphrase to a specific value #6710 **New Token:** - WordPress Core – Added taxonomy tokens to all post publication triggers #6631 **Updated:** - Constant Contact – Empty fields will no longer wipe out perfectly good contact data. #6747 - GiveWP – Tokens are now available for custom fields. #6499 - WordPress – A post in a taxonomy is created – Simplified trigger logic. #6604 **Fixed:** - FluentCRM – Corrected a typo in `add_user_as_contact()` where `subscribe` was passed instead of `subscribed`, preventing automations from firing. #6803 - Settings – Background actions – Prevented disabled background actions from being automatically re-enabled. #6784 - StudioCart – A user completes an order for a product – Tokens now appear properly after checkout. #6780 - The Event Calendar – A user registers for an event – Restored compatibility with the latest version. #6608 - Trigger tokens – Now parse properly inside actions when Background processing is enabled. #6801 **Under the hood:** - Legacy date-based attachment upload directories are removed on update. #6791 - Uncanny Agent Beta Program – Performance and UX improvements. #6795 #6797 #6796 #6792 #6794 #6793 - Blocked SSRF on featured image URL in the Create a post action and added a log notice when blocked. #6789 - Blocked SSRF via private/reserved IP addresses on email attachment URLs (CVE-2026-2269). #6788 - Email attachments are validated against an allowed file extension list and stored with unpredictable filenames. #6785 - Upload directory is hardened with `.htaccess` and `index.php` to prevent PHP execution and directory listing. #6790 ### 7.0.0.3 \[2026-02-04\] **Update:** - Instagram – Media ID is not available – If Instagram media registration fails, we’ll retry up to 10 times before giving up. #6614 **Fixed:** - Automator Licensing – Squashed a rare PHP exception showing up on some sites. #6633 - Bitly – Stopped bugging the API with bad credentials—no more pointless calls. #6639 - Formidable Forms – Simplified helper calls for cleaner, happier code #6591 **Under the hood:** - App Integration framework webhook handling and option data helpers #6602 ### 7.0.0.2 \[2026-01-30\] **Update:** - Uncanny Agent – Now supports universal tokens and calculations—smarter than ever. #6610 **Fixed:** - Core API – Actions created via MCP no longer missing meta data. #6598 - Events Manager – Attendee tokens are back and reporting for all events. #6579 ### 7.0.0.1 \[2026-01-23\] **Fixed:** - Emails – Apostrophes in site names are now displayed properly in the “From” field #6570 - FluentCRM – Tokens now show up properly—no more hiding behind `class_exists` checks #6591 - Formidable Forms – Same token issue as FluentCRM, same fix—now playing nicely #6591 - JS error – Squashed a `TypeError` caused by missing `recipe_type`. No more JS drama #6584 - Uncanny Agent – Now populates TinyMCE fields with proper HTML formatting #6578 ### 7.0.0 \[2026-01-15\] **New Plugin Integration:** - WP Event Manager #5408 **New Trigger:** - WP Event Manager – An attendee is registered for an event #5409 **New Actions:** - FluentCRM – Add or Update a contact #6434 - Groundhogg – Add a tag to a contact #6140 - Groundhogg – Remove a tag from a contact #6140 - WP Event Manager – Register an attendee for an event #5410 **New Token:** - WP Job Manager – Job URL #6010 **Breaking:** - Gravity Forms – Major refactor, trigger improvement and additional token support #5908 *IMPORTANT: Update both Uncanny Automator and Uncanny Automator Pro to > v7.0 to avoid disruption to Gravity Forms recipes.* **Updated:** - Automator Core – Replaced hardcoded manage\_options checks with shiny new filterable functions—because flexibility is the spice of admin life #6374 - Bluesky – Now supports multiple line breaks when posting. Your poems and rants are safe #6525 - DeepSeek – Retired gracefully and removed from the codebase - FluentCRM – Add/Update a contact – A warm welcome to the new, more powerful and flexible action (re-add the action to your recipe to use it!) #6436 - Google Sheets – Removed deprecated actions #6245 - Telegram – Send a message – Now with WYSIWYG-powered HTML message support. Fancy formatting? Yes, please #6286 - X – Multiple line breaks are now welcome in your posts to X. We get it, sometimes you need the dramatic effect #6525 **Fixed:** - ActiveCampaign – Settings page – Now gracefully handles transient data errors #6534 - Amelia – An appointment is booked or A user books an appointment – Trigger now fires when appointments are added by admin from the backend. Admins want automation love too! #6439 - Closure – Redirect URL encoding – Gave encoding a proper lesson in behavior. Your URLs won’t misbehave anymore #6471 #6441 - Custom trigger/action label – Was playing hide-and-seek on some triggers/actions. We’ve taught it to show up properly now #6431 - Custom trigger/action label – Now parses with default values like a responsible piece of code #6433 - Discord – User verification shortcode XSS vulnerability fixed – Kicked the security bug out the door (CVE-2025-15522) #6542 - Paid Memberships Pro – Unexpected membership cancellation trigger firing during Woo Subscriptions renewal – This over-eager trigger is now chilling out #6558 - Recipe Logs – Adjusted status detection so “Completed with errors” only shows when there are actual errors—less false alarm, more accuracy #6540 - Settings – Background actions – Setting was being a bit forgetful, but we’ve helped it to remember to save on all sites now #6528 - Stripe – Create a payment link for a product – Metadata fields were causing “invalid value” errors. We’ve cleaned up the mess #6562 - Stripe – Create a payment link for a product – Custom token/values now play nicely in the product dropdown. Everyone’s invited to the party #6537 - Thrive Apprentice – A user receives access to a product – Now fires even when triggered by a webhook or other userless trigger. It’s now on duty full-time #6519 - Twitter/X – Post a tweet to X/Twitter – The deprecated action has returned from retirement to keep legacy recipes humming along #6427 - Uncanny Codes – Add a number of codes to a batch – Now respects your chosen prefix, suffix, and code length like it should have all along #6520 - Uninstall script – Improved the data removal process #6527 - WordPress Core – A specific role is added to the user – Now only fires when the role is actually added. No more déjà vu triggers #6516 **Under the hood:** - Added hooks to enable deleting scheduled actions when logs are deleted for Automator Pro – Because nobody likes leftover cron crumbs #6544 - Model Context Protocol (MCP) for Uncanny Agent (beta) – The robots are learning… but in a totally cool and helpful way #6413 - Automator Core API – Polished and primed for more integrations and dev wizardry #6412 - Core API – Introduced RESTful endpoints for recipe item CRUD—future-proofing your recipe game one endpoint at a time - Updated deprecated capability filters to align with the new centralized capability system – Everything now reports to the same boss #6374 - Fixed inconsistencies in \_recipe object – Got everyone on the same page—literally #6458 - Some App integrations not appearing connected – Connections now show up like they’re supposed to. No more silent treatment #6555 - LearnPress icon updated – Because a good-looking icon is half the battle #6473 - Recipe UI – Fixed listen\_fields errors in Action Conditions by ditching legacy field handling in favor of a modern Lit-based component. Out with the old, in with the Lit #5227 - Integration framework upgrades: - Google Sheets #6245 - Stripe #6168 - Telegram #6269 - WP Job Manager #6532 --- ### 6.10.0.2 \[2025-11-18\] **Fixed:** - X/Twitter – Post {{a tweet}} to X/Twitter – Fixed an issue where the existing action wasn’t initialized, causing it to disappear and break older recipes; it has now been restored and deprecated for backwards compatibility. #6427 ### 6.10.0.1 \[2025-11-15\] **Fixed:** - Fixed a rare issue where some recipes could run more than once unexpectedly #6405 ### 6.10.0 \[2025-11-13\] **New Feature:** - Recipe UI – *Custom x label* field to triggers and actions – Now you can label your triggers/actions like a proud parent. #6259 **New Actions:** - ActiveCampaign – Delete a contact that matches an email #3478 - Help Scout – Add a note to a conversation #6362 **New Token:** - Woo Bookings – Booking order item ID #6394 **Updated:** - Constant Contact – Create or update a contact – Rebuilt this action from the studs up, now with smarter address handling and custom fields that actually listen. #6287 - Woo – Order Summary Token – You can now tweak the width and colours like it’s your personal style guide. #6276 **Fixed:** - Event Manager – Fixed a rogue namespace issue for the `Em_Tokens` class—it now knows where it belongs. #6331 - Fluent Forms – `Form ID` token was showing up empty-handed—we’ve filled its pockets. #6240 - Fluent Forms AI – `default_api_timeout()` was feeling shy with its arguments. We gave it what it needed. #6345 - Notion – Add / Update Database – Our date token was having an existential crisis. Now it knows what time it is. #6347 - Notion – `str_contains` error when attempting to parse text on array values – It tried to read too much into arrays—now it’s been taught better boundaries. #6261 - Populate from Query – JS Error – `getintegrationCode` has now been defined and won’t ghost us anymore. #6385 - SureCart – A user purchases a product – This trigger was overexcited and firing twice. It’s calmed down now. #6141 - Slack – Cleanse text content of HTML before posting – Slack messages got a digital spa treatment—now scrubbed clean of unwanted HTML. #6257 - WordPress 6.7+ translation warnings – Translation warnings were getting loud. We’ve hushed them up for WordPress 6.7+. #5783 **Security Fix:** - Notion – Tightened security for `wp_ajax_automator_notion_list_users` endpoint due to missing nonce check. #6383 **Under the hood:** - App Integration OAuth Callback race condition resolved in a rare situation – We caught and calmed down a rare race condition so OAuth doesn’t run off without you. #6379 - Consolidate Copy to clipboard functionality – All clipboard functions are now singing from the same playbook—click, copy, done. #6236 - EDD-Recurring Payment items moved from EDD to their own integration – Recurring Payments packed their bags and moved out—independent and loving it. #6370 - Inconsistent `esc_html` usage in core – Some parts of the code weren’t playing by the HTML-escaping rules. We’ve brought them in line—safely sanitized and secure. #6334 - Replace Duplicator icon – Gave Duplicator a fresh new icon because even integrations like a glow-up. #6275 - Trigger Engine – More robust trigger engine – Beefed it up so it won’t flinch, even under pressure. #6376 - TinyMCE configuration options at the field level – Editors now get more say in their setup. #6354 - Triggers – Setting default value of `is_login_required` to `false` – We’re assuming users don’t need to be logged in—unless told otherwise. #6393 - UI doesn’t render — `t.trim is not a function` in a rare situation – Squashed this rare bug before it could confuse more letters with undefined functions. #6358 - Plain permalink REST endpoints are now supported – No pretty permalinks? No problem. REST endpoints now work even when things get… plain. #6398 - Automator now loads even on minimalist, plugin-bare sites—because everyone deserves a little automation magic. #6399 - Integration framework upgrades: - ActiveCampaign #6241 - Bluesky #6169 - Brevo #6170 - Campaign Monitor #6217 - Claude, Cohere, DeepSeek, Gemini, Grok, Mistral, and Perplexity #6252 - Constant Contact #6267 - EDD – Recurring Payments #6370 - GetResponse #6232 - Google Calendar #6244 - Google Contacts #6233 - Help Scout #6218 - Notion #6165 - Presto #6189 - Sendy #6327 - SureCart #6141 - Threads #6249 - Thrive Leads #5951 - Twilio #6219 - Twitter #6167 **Developers:** - Available filters for Woo Order Summary customization – You’re now the fashion designer of Woo Order Summary emails. Pick the colours, tailor the widths, and strut your styles down the inbox runway: - `automator_woocommerce_order_summary_max_width` — Set max width (default: `'640px'`) - `automator_woocommerce_order_summary_container_class` — Container CSS class (default: `'automator-order-summary-container'`) - `automator_woocommerce_order_summary_container_id` — Container ID (default: `'automator-order-summary-{order_id}'`) - `automator_woocommerce_order_summary_table_class` — Table CSS class (default: `'automator-order-summary-table'`) - `automator_woocommerce_order_summary_tr_text_color` — Table row text color (default: `'#636363'`) - `automator_woocommerce_order_summary_td_border_color` — Table cell border color (default: `'#e5e5e5'`) - `automator_woocommerce_order_summary_td_text_color` — Table cell text color (default: `'#636363'`) - `automator_order_summary_html_raw` — Filter the raw HTML array before output (receives `$html` and `$order`) ### 6.9.0.1 \[2025-10-06\] **New Tokens:** - EDD – Software Licensing – Price option ID and Price option name #6250 **Fixed:** - BuddyBoss – Squashed a rare PHP warning about undefined array keys #6186 - Slack – Slack actions got a little too honest and started showing raw HTML. We’ve taught it some markdown manners #6264 **Under the hood:** - App Integration framework – We gave the params a quick spa day to normalize things—now everyone’s playing by the same rules #6220 - Added third-party integrations to the Integrations screen #6253 - Companion code for Loops table in Automator Pro – Packed a little helper kit to support Loops in Pro—teamwork makes the tables work #6074 ### 6.9.0 \[2025-09-18\] **New App Integrations:** - [Asana](https://automatorplugin.com/integration/asana/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6079 - [GitHub](https://automatorplugin.com/integration/github/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4351 **New Trigger:** - EDD – A user purchases a price option of a download #6094 **New Actions:** - Asana – Add a comment to a task in a specific project #6081 - Asana – Add a tag to a task in a specific project #6082 - Asana – Create a task in a specific project #6080 - Asana – Get details from a task #6091 - Asana – Remove a tag from a task in a specific project #6083 - Asana – Update a specific task in a specific project #6100 - GitHub – Add a comment to an issue or pull request in a repository #6070 - GitHub – Add a label to an issue or pull request in a repository #6072 - GitHub – Add a release tag to a branch #6071 - GitHub – Remove a label from an issue or pull request in a repository #6073 - Slack – Add users to a channel #6188 - Zoom – Create a meeting #6157 - Zoom – Create a recurring meeting #6175 - Zoom Webinars – Create a webinar #6158 **New Tokens:** - Date time – Current month (with leading zero) #6204 - EDD – Universal new tokens #6105 - User orders. (loopable type) - User spent - User address line 1 - User address line 2 - User city - User state/province - User country - GamiPress – Add new Balance Points Token for related Triggers #6132 - Points - Points after change - Google Calendar – Add an event to a Google Calendar – Several new Action tokens #6160 - Event ID - Event link - Event start time - Event end time - Calendar ID - Add to Google Calendar URL - Add to Google Calendar anchor link - Add to Apple Calendar URL - Add to Apple Calendar anchor link - Add to Outlook URL - Add to Outlook anchor link - All calendar platform links - Woo Bookings – Several tokens for all triggers #6159 - Booking product ID - Booking duration type - Booking duration - Booking duration unit - Booking duration (in minutes) - Booking timezone - Booking start date - Booking start time - Booking end date - Booking end time - Booking product tags - Booking product categories - WordPress – Post triggers #6143 - Post published date - Post published date (GMT) - Post modified date - Post modified date (GMT) **Updated:** - Google Calendar – Add an event to a Google Calendar – Added timezone field – Google Calendar events now know what time it is and where they are. #6161 **Fixed:** - Discord – Universal tokens were freeloading without a connection. We’ve kicked them out until Discord signs in. #6136 - Recipe UI – Conditions Dialog – Mutliselect text margin fixed – That multiselect margin finally got a makeover. No more squished text awkwardness. #6162 - WordPress – Create a post – UI Issue for Taxonomy and Term fields showing custom token instead of the actual taxonomy and term selected. #6152 **Under the hood:** - ARMember icon makeover. #6199 - App integration settings framework – Added a standardized backend with PHP classes and traits, plus slick Lit components for managing settings in style – Because app settings deserve to be handled with class… and traits. #6066 - Integration framework upgrades: Bit.ly, Discord, EDD Software Licensing, Slack, Zoom Meetings, Zoom Webinars #6164, #6174, #6127, #6166, #6178, #6179 - Recipe UI – Improved support for 3rd Party connection settings in recipe UI – Third-party settings now feel right at home in the recipe UI. #6147 - Fixed options memory leak – Options have finally stopped repeating themselves. We told them once is enough. #5789 ### 6.8.0 \[2025-08-21\] **New Trigger:** - Help Scout – A conversation is created in a mailbox #6121 **New Token:** - Help Scout – Conversation Number, Folder ID #6090 **Added:** - Discord – Updated members dropdown to show only verified users to comply with Discord recommendations #6048 - Discord – Added caching for performance, and improved username handling without discriminators #6048 - Post Loops – Post meta tokens are now available inside post loops (Automator Pro) #6038 - Settings – Ability to enter Automator Pro License key to install and activate Automator Pro #5998 **Updated:** - LearnDash – A user has completed X% of a course – Tweaked the sentence to stop pretending it knows algebra. It now just says “percentage.” #6044 - MailChimp – Refactored merge field handling and email validation to improve error handling, input validation, and overall integration robustness. Basically, it’s a lot smarter and a little less dramatic now. #5341 - Woo – The Woo triggers got a grammar upgrade. Fewer sentence fragments, more clarity. #6057 - WordPress – Create a post – Taxonomy and Term fields now support custom field token #6102 **Fixed:** - Run code – Call a custom function/method – Function return value – Race condition due to internal process being hooked multiple times. #6055 - Elementor – Triggers not firing when “Any form” is selected – Apparently “Any form” meant “No form.” That’s been corrected—now it means what it says. #6045 - FluentCRM – Support for Custom Values/Tokens for custom fields – Now giving you the custom field love you deserve, with fewer surprises in the dropdown. #6031 - Mailchimp – Add an email to an audience – “Your merge fields were invalid” log error – Merge fields now know their place. Less sass, more class. #5933 - MemberPress – PHP Warning of undefined array key on some sites – Silenced the PHP grumbles about undefined keys. All is calm. #6097 - Notion – Create a Database Item – Fixed issues with database item creation and updates by improving JSON handling, token parsing, error handling, and data sanitization for labels and descriptions #6059 - Outgoing Webhooks – Retrying a failed webhook when two or more webhooks failed subsequently would only resend the last webhook in the logs – Everyone gets a fair retry now, not just the caboose of the action train. #6053 - Thrive Apprentice – A user completes a course not firing – Courses are now completing with celebratory trigger fireworks as expected. #6026 - Thrive Architect – A user registers via a registration form – User data not available in some situations – The data finally decided to show up. #6051 - Thrive Quiz Builder – A quiz is completed – This trigger is now smarter and knows when you’ve really finished your quiz. #6040 - ActiveCampaign – Improved access control for the incoming webhook key regeneration function #6123 **Under the hood:** - Help Scout – Code quality updated – We gave the Help Scout codebase a spa day. Cleaner, fresher, and ready for action. #6089 - New WP Action hooks – Laid down some fancy hooks so future integrations can jump in at just the right time. #6063 ### 6.7.0.1 \[2025-07-25\] **Update:** - Thrive Apprentice – `class_alias` added to support older Automator Pro versions ### 6.7.0 \[2025-07-24\] **New Plugin Integration:** - [SureForms](https://automatorplugin.com/integration/sureforms/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5774 **New Triggers:** - GamiPress – A user loses greater than, less than, or equal to a number of a specific type of points #5894 - LearnDash – A user has completed X% of a course #5367 - SureForms – A form is submitted #5774 - SureForms – A user submits a form #5772 - Thrive Apprentice – A user receives access to a product #5878 - Thrive Architect – A user registers via a registration form #5893 **New Action:** - MailPoet – Add a tag to the subscriber #5511 - MailPoet – Remove a tag from the subscriber #5511 **New Token:** - Universal Token – Discord – Discord ID (Snowflake) #6002 **Addition:** - Recipe Logs – Track the total recipe run number relative to the user’s run number—now you can see not just how many times a recipe ran, but how many times it ran for a specific user #3890 **Updated:** - ActiveCampaign – Support for adding tags via name when using a custom value —because “name dropping” is totally allowed here #5873 - Brevo – Error logs now show if an action failed due to IP whitelisting—so you’re not left guessing if the gatekeeper said “no” #6006 - Discord – Discord usernames are now encrypted—your secrets are safe, even from your favorite Discord bot #5997 - JSON Trigger – WP filter `automator_loopable_should_encode_html_entities` to optionally allow HTML entities—because sometimes, <3 just wants to be seen as ❤️ #5899 - LearnPress – Improved compatibility with LearnPress v4.2+—they grew up so fast, but we’ve caught up #5544 - Loops & Common tokens – User tokens under “Common” will now return the details of the user that triggered the recipe instead of loop users—know thy trigger-happy users #6012 **Fixed:** - ActiveCampaign – Add a contact to ActiveCampaign – No longer overwrites existing values when fields are left blank—now it politely updates without steamrolling your data #5902 - ActiveCampaign – Custom field dropdowns in actions no longer default to the first option—no more “surprise selections” when you’re not looking #5916 - App Integrations – Some AI Integrations returning blank settings pages on some sites—fixed the disappearing act, now everything shows up to work #5907 - LearnPress – Mark a lesson complete for the user – PHP Error on some sites—gave the rogue lesson a hall pass and fixed the crash #5416 - Loop filters in Automator Pro – Custom values were not being saved—their memory wasn’t so good; now they remember like an elephant #5864 - Ninja Forms – Improved handling of Repeatable Fieldset tokens—less token confusion, more repeatable joy #5930 - Notion – Create a database item – Action fails with 400 error when using custom select values in unsupported fields #5911 - Recipe throttling not working on some triggers—our recipe timers are back in sync, Gordon Ramsay would approve #5877 - Thrive Leads – Form dropdown listing some forms twice—now listing forms just once, because once is enough #5903 - WP Job Manager – A user submits a specific type of job – Trigger was also running when jobs were updated—we’ve stopped the trigger from being an overachiever #5974 **Under the hood:** - All Recipes – Import button now appears immediately without a fade in animation—no more dramatic entrances, just business #6027 - Closure – JS script converted to VanillaJS—ditched the fancy wrappers, went full vanilla #6030 - Codeception namespace check causing unexpected issues with a third-party plugin—cleaned up the namespace mess like a good houseguest #6029 - Disable public REST API endpoint for recipes—locked the front door to keep recipe secrets safe #6022 - Google Calendar – Migrated to the latest framework—now running smoother than a freshly scheduled meeting #5621 - Thrive Apprentice – Migrated to the latest framework—leveled up behind the scenes without messing with your flow #5927 - Thrive Quiz Builder – Migrated to newer framework and user tokens normalized—because even tokens need a bit of structure in their lives #5635 - Updated icons of built-in integrations—spruced up the icons so they shine like they mean it #5594 ### 6.6.0.1 \[2025-06-19\] **Fixed:** - MailChimp – Action tokens without labels were trying to show up – We’ve fixed that. #5861 - OpenAI – Use a prompt to generate text with the GPT model – Actions were failing when temperature was not explicitly set. #5859 - Studiocart – A user purchases a product – Some customers were getting ghosted after checkout. Both logged-in and anonymous buyers now get the attention they deserve. #5869 **Under the hood:** - Dynamic field visibility – We taught the repeater field how to play hide and seek properly—visibility toggles are now working like a charm. #5845 - Recipe UI – JS error – We told JavaScript to stop trying to add event listeners to thin air. Nulls are off-limits now. #5851 - Mailster – Added help code to support extended functionality in Uncanny Automator Pro. Future-proofing engaged! #5870 ### 6.6.0 \[2025-06-05\] **New App Integrations:** - [Anthropic](https://automatorplugin.com/integration/anthropic/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5818 - [Cohere](https://automatorplugin.com/integration/cohere/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5819 - [DeepSeek](https://automatorplugin.com/integration/deepseek/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5821 - [Google Gemini](https://automatorplugin.com/integration/gemini/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5823 - [Mistral AI](https://automatorplugin.com/integration/mistral/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5827 - [Perplexity](https://automatorplugin.com/integration/perplexity/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5829 - [xAI](https://automatorplugin.com/integration/xai/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5825 **New Plugin Integrations:** - [FluentCommunity](https://automatorplugin.com/integration/fluentcommunity/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5668 - [Mailster](https://automatorplugin.com/integration/mailster/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5405 **New Triggers:** - ARMember – A user is added to a membership plan #5769 - Events Manager – A user publishes a new event #5366 - FluentCommunity – A user completes a course #5704 - FluentCommunity – A user completes a lesson #5714 - FluentCommunity – A user is enrolled in a course #5702 - FluentCommunity – A user joins a space #5700 - FluentCommunity – A user posts to a space #5709 - Mailster – A new subscriber is added to a Mailster list #5406 **New Actions:** - Anthropic – Use a prompt to generate a text response with a Claude model #5817 - Cohere – Use a prompt to generate a text response with a Cohere model #5820 - DeepSeek – Use a prompt to generate a text response with a DeepSeek model #5822 - FluentCommunity – Add the user to a space #5707 - FluentCommunity – Enroll the user in a course #5705 - Google Gemini – Use a prompt to generate a text response with a Gemini model #5824 - Mailster – Add a subscriber to a Mailster list #5407 - Mistral AI – Use a prompt to generate a text response with a Le Chat model #5828 - Newsletter – Add a subscriber to a list #5030 - OpenAI – Use a prompt to generate an image #5797 - Perplexity – Use a prompt to generate a text response with a Perplexity model #5830 - xAI – Use a prompt to generate a text response with a Grok model #5826 **Updated:** - Gravity Forms – A form is submitted – Added “Can login user?” field for the user selector, because forms should know who’s knocking before letting them in #5799 - OpenAI – “Use a prompt to generate an image” changed to “Use a prompt to generate an image with Dall-E” #5796 - WPForms – Separate the Name field’s smart tag into multiple tokens – Because sometimes you just want the first name without dragging the last name along #5514 - WordPress – A user’s post receives a comment – “Trigger only if the comment passes Akismet spam filtering” toggle added—only legit comments need apply #5841 - WordPress – A user submits a comment on a post – “Trigger only if the comment passes Akismet spam filtering” toggle added—no more false alarms from robot poets #5841 - Dashboard – Got a fresh coat of digital paint. Still the same great taste, now with better looks. #5632 **Fixed:** - Repeater field tokens – Can now be output as a string in various actions (Email, Logging, etc.) #5765 - Addons – Pro basic licenses were not showing upgrade link on Addons page – That sneaky link was hiding from the spotlight—now it’s front and center #5754 - Discord – Send a message to a channel – Discord messages were a little breathless—line breaks are now supported #5751 - Formidable – A form is submitted – Repeater tokens were being a bit rebellious—now they’re back in line and returning correct values #5509 - Mailchimp – We’ve tamed the gremlins behind the connection issues—Mailchimp can now connect without drama #5786 - Tin Canny – We had a PHP tantrum on our hands—now it’s cooled off and compatible with v5.0+ for Tin Canny for LearnDash #5803 **Security Fix:** - App Integrations – Added nonce and capability checks for app disconnect requests #5746 **Under the hood:** - Frontend assets – We gave the frontend code a deep tissue massage—looser, faster, and better organized #5632 - Improved support for third-party App settings pages – Connecting to an Automator account now only required for native App integrations #5638 - uap\_options – Added a new type column to store data type – Reduced stored rows by 50% #5793 ### 6.5.0.2 \[2025-05-23\] **Fixed:** - Trigger firing behavior – WordPress 6.7 required that plugins make adjustments to loading priority. In version 6.5 we adjusted Automator to comply with the new guidelines. However, because of the nature of how Automator works, some triggers for plugins that do not yet comply with the new guidelines failed to fire. We’ve reverted the change for now. #5781 - Outgoing Webhooks – The Type dropdown had stage fright in the latest release—it’s now back on duty and ready to drop down like it should. #5780 **Known Issue:** - Notice: Function `_load_textdomain_just_in_time` was called incorrectly will now be displayed when debug is enabled, until all plugins that we integrate with have been updated to the new guidelines. ### 6.5.0.1 \[2025-05-09\] **Fixed:** - Recipe UI – Slack forgot it was connected and kept denying it. We’ve straightened things out. #5741 - Import recipes – A sneaky little bug that prevented recipes from being imported thought it could slip past unnoticed in version 6.5. Nice try, bug. Not today! #5742 ### 6.5.0 \[2025-05-09\] **New Features:** - Addons menu – Now you can install and activate Automator addons without spelunking through menus. One click, much wow. #5260 - Recipe UI – Throttle Recipes – Give your recipes a breather! Control how often they run so they don’t sprint endlessly. #4895 **New Actions:** - WordPress – Duplicate a post #5498 - WordPress – Duplicate a page #5498 **Added** - Discord – Shortcode `[automator_discord_user_mapping]` to capture/authorize individual user Discord member IDs – Now you can summon a user’s Discord ID like a wizard casting a spell. #5690 - Discord – Token selector added to action dropdowns – Choosing the right token just got easier than picking toppings on a pizza. #5687 - Recipe UI – Added export button to Publish Metabox – Export your recipe like a boss—now just a click away. #5419 **Updated** - All integrations page – Now correctly shows whether something is Addon, Elite, Plus, or just plain awesome. #5226 - Automator UI – Made more RTL-friendly so everything flows beautifully from right to left. #5519 - OpenAI – Twitter-friendly excerpts now have an option to exclude hashtags—because sometimes you just want to keep it classy. #5566 - Plans – The button now politely suggests “Activate license” if Pro is installed but feeling unlicensed. #5554 - Recipe Logs – Action IDs now make a guest appearance in the logs, just like they do in the Recipe UI. #5060 - Recipe UI – Made the Draft/Live switch a little louder so it doesn’t keep whispering in the corner. #4315 - Recipe UI – Publish box got a glow-up—fresh look, same great taste. #4731 **Fixed** - AWeber & Campaign Monitor – Authorization error checks affecting other app integrations. #5674 - Bluesky – Posts now respect line breaks like a well-mannered poet. #5629 - Facebook Lead Ads – The sync icon has been coaxed back into visibility—no more hide-and-seek. #5637 - Facebook Lead Ads – Connection and disconnection are now playing nicely—no more awkward breakups or clingy connections. #5637 - Formatter – Fixed the clone wars in action token outputs—no more unintended doppelgängers. #5671 - Recipe UI – Loop tokens – Tokens added in older recipes were not migrating to the newer framework, we’ve fixed that. #5664 - Recipe UI – Auto Login Link token – Didn’t migrate properly on some sites – Now showing up on time like a responsible adult. #5664 - Recipe UI – App actions – Fixed the “connect your site” URL so it doesn’t lead you astray when your site isn’t connected. #5628 - Recipe UI – Clicking a trigger/action multiple times no longer adds it to the recipe multiple times – We’ve added some manners. #5551 - Recipe UI – `esc_html` and `esc_attr` break double quotes formatting on JS strings – Quotation marks are now safe and sound. #5502 - Recipe UI – Various bug fixes – We squashed a bunch of tiny bugs with big attitudes. #5550 - `automator_get_all_options` – Now shows proper respect to the autoload column. #5518 **Security Fixes** - App integrations – Tightened the gates with stronger nonce and capability checks for `wp_ajax` endpoints. #5657 - `automator_api_decode_message` – Made additional modifications to further harden this method. #5631 **Under the hood** - Recipe templates – API permissions check got an upgrade—more secure, less guesswork. #5650 CVE-2025-48133 - Update various text strings. #5553 ### 6.4.0.2 \[2025-04-18\] **Fixed:** - automator\_api\_decode\_message vulnerability fix – We patched up a potential trouble spot faster than a squirrel crossing a busy street. All secure now! #5633 CVE-2025-3623 - Facebook Lead Ads – Icons and text were doing their best disappearing act on the Test Connection button—so we called them back to the stage. #5641 ### 6.4.0.1 \[2025-04-11\] **Fixed:** - Bluesky – Create a post – Media embeds were going a little freestyle with formatting. We’ve taught them some manners—now they behave properly. #5613 - Core – Advanced tokens – That one sneaky use-case slipped through the cracks and made tokens blush (aka turn red). We’ve caught it and fixed it up. #5625 - User loops (Pro) – Advanced user meta tokens – Loops were getting a bit confused about who’s who. Now they remember whose data they’re supposed to be using. #5563 ### 6.4 \[2025-04-01\] **New App Integration:** - [Bluesky](https://automatorplugin.com/integration/bluesky/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5427 - [Facebook Lead Ads](https://automatorplugin.com/integration/facebook-lead-ads/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2613 **New Triggers:** - Facebook Lead Ads – A new lead is created #4834 - Thrive Apprentice – A user completes a course #5380 - Thrive Apprentice – A user completes all free lessons in a premium course #5381 - Thrive Apprentice – A user downloads the certificate from a course #5377 - Thrive Apprentice – A user fails an assessment in a course #5374 - Thrive Apprentice – A user passes an assessment in a course #5375 - Thrive Apprentice – A user submits an assessment in a course #5376 - Thrive Apprentice – A user’s certificate was verified #5378 - Thrive Apprentice – Content is unlocked for a user #5379 - WP Simple Pay – A payment for a form is fully refunded #4889 - WordPress Core – A reset password link was sent to a user #5373 **New Actions:** - Bluesky – Make a post on Bluesky #5428 - Thrive Apprentice – Grade an assessment in a course for the user #5383 - Thrive Apprentice – Issue a course certificate for the user #5384 - Thrive Apprentice – Unlock a lesson/module in a course for the user #5533 - Thrive Ultimatum – Start a campaign for the user #5382 - WordPress – Create a new role #5483 **New Tokens:** - Trigger details tokens added to all triggers #3012 - Trigger ID - Trigger title - Trigger completion date **Fixed:** - AffiliateWP – Tokens not showing up in some triggers – Turns out the tokens were playing hide and seek. We’ve coaxed them back into visibility. #5500 - Brevo – Create or update a contact – Action failing when no attributes are provided – The action got confused when handed a blank slate. Now it rolls with the punches, even when attributes ghost it. #5494 - Core – Action tokens – Inconsistent results when actions fail in multiple recipe runs – Failed actions were spreading chaos like it was contagious. We’ve quarantined the inconsistency. #5342 - Core – Background Actions – We’ve randomized the Auth() token so it’s not just more secure—it’s mysterious. #5557 - Core – automator\_get\_all\_options throwing RedisException in a specific situation – Redis had a meltdown over some edge cases. We calmed it down with some sensible exception handling. #5459 - HelpScout – A conversation’s tags are updated – Conversation URL token not working – This token was lost in the conversation. We gave it directions—it now knows exactly where to go. #5487 - Recipe UI – Stripe connect modal not working – Stripe modal had stage fright and wouldn’t show up. We’ve boosted its confidence. #5531 - Stripe – Create payment links – payment\_method\_types issue – This one was picky about payment methods. We’ve taught it to be more accepting. #5462 - Stripe – Customer tokens not rendering properly – These tokens were having an identity crisis. Now they’re back to proudly displaying who they are. #5577 - Thrive Apprentice – A user completes a module in a course – Updated for compatibility – A little compatibility spring cleaning—this trigger now plays nice with the rest of the gang. #5529 - Thrive Apprentice – A user completes a lesson in a course – Lesson dropdown not populating – That dropdown was feeling shy. We gave it a pep talk—now it shows up with all the lessons. #5392 **Under the hood:** - Delete a log file is not working when there are special characters in the log filename – Special characters were too extra for our delete function. We’ve taught it to handle drama with grace. #5492 - Resolve ambiguity with class names – We cleaned up a case of mistaken identity among class names. No more doppelgängers. #5560 - Token parsing – WordPress filter `automator_token_parser_whitelisted_tokens` added to not parse third-party tokens matching token criteria – We’ve taught our parser to respect boundaries. It can now ignore tokens that don’t belong to us. #5469 ### 6.3.0.2 \[2025-03-17\] **Security update:** - Core – Background actions – We’ve reinforced security roles so background actions don’t get too adventurous. #5526 CVE-2025-2075 ### 6.3.0.1 \[2025-03-14\] **Under the hood:** - Core – Nested token migration – Some tokens were getting stage fright and refusing to migrate properly in certain situations. We’ve given them a confidence boost! #5541 - Core – UI icons – A few icons went on an unannounced vacation. We’ve tracked them down and put them back to work. #5467 ### 6.3 \[2025-03-03\] - IMPORTANT: Support for PHP 7.0 has been discontinued. If you are running PHP 7.0, you MUST upgrade PHP to version 7.3 or higher before installing Automator v6.3 or up. Failure to do that will disable Automator core functionality. **New App Integration:** - [Discord](https://automatorplugin.com/integration/discord/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5294 **New Plugin Integrations:** - [Bricks Builder](https://automatorplugin.com/integration/bricks-builder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5326 - [URL](https://automatorplugin.com/integration/url/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4317 **New Triggers:** - Bricks Builder – A form is submitted #5329 - Bricks Builder – A user submits a form #5330 - URL – A URL with a URL parameter is visited #5345 - URL – A user visits a URL with a URL parameter set #5344 **New Actions:** - Discord – Add a member to a channel #5298 - Discord – Assign a role to a member #5295 - Discord – Create a channel #5300 - Discord – Remove a member #5297 - Discord – Remove a role from a member #5296 - Discord – Send a direct message to a Discord member #5184 - Discord – Send a message to a channel #5183 - Discord – Send an invitation to join a server to an email #5350 - Discord – Update a member #5299 - Uncanny Codes – Add a number of codes in a batch #4450 **Added:** - Recipe UI – Copy button added beside Incoming Webhook URL in Automator Pro – Because copying by hand is so 2010. #5399 - Recipe UI – Copy button added beside Magic button/link shortcode in Automator Pro – Now with 100% more copying convenience! #5424 **Updated:** - Recipe UI – Email action – File uploader doesn’t have a way to remove selected files – You can now say goodbye to accidental uploads. We made deleting files possible! #5422 - Update content on “Upgrade to Pro” page – Updated with the latest awesome features to make you want to upgrade to Pro even more! #5198 - Updated Woo branding – WooCommerce got a glow-up, and we made sure to match. #5444 **Fixed:** - Disable App actions if App is disconnected – Apps were trying to act while disconnected, like a Wi-Fi-less smart fridge. We stopped them. #3227 - Licensing – Duplicate Queries Triggered by Licensing Function – Licensing was a little too enthusiastic, asking the same thing twice. We’ve calmed it down. #5452 - Outgoing Webhooks – Patched up a sneaky Server-Side Request Forgery (SSRF) vulnerability—no more unauthorized web wanderings! #5471 CVE-2024-13838 - Threads – Settings page – Disconnect is not working – Clicking “Disconnect” and nothing happening? That’s history now. #5431 - Webhooks – “Send data to a webhook” Original Authorization meta gets removed when updating action – We accidentally made it forget its credentials. Not anymore! #5396 **Under the hood:** - Core – Smoothed out some grumpy WordPress Plugin Check errors—because clean code is happy code! #5474 - Core – Upgraded `__()` calls to `esc_html__()` or `esc_attr__()`—because escaping is not just for magicians! #5474 - Core – Sprinkled `esc_html()` and `esc_attr()` functions everywhere—now all outputs are safely wrapped up like a burrito! #5474 - Core – Added those missing `// translators:` comments—because translators deserve some love too! #5474 - Recipe Logs – Allow Markup text in log messages – Logs can now look fancier, with proper markup support. #5364 - Recipe UI – Token popup framework – More behind-the-scenes improvements for smoother popups. #4316 - Token popup framework – Some backend magic happened. Trust us, it’s better now. #5137 --- ### 6.2 \[2025-01-22\] **New App Integration:** - [Threads](https://automatorplugin.com/integration/threads/ "Threads") #5154 **New Plugin Integrations:** - [Duplicator](https://automatorplugin.com/integration/duplicator/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5155 - [Everest Forms](https://automatorplugin.com/integration/everest-forms/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4890 - [Thrive Theme Builder](https://automatorplugin.com/integration/thrive-theme-builder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4277 **New Triggers:** - Duplicator – A backup completes with a specific status #4848 - Everest Forms – A form is submitted #5094 - Everest Forms – A user submits a form #5095 - SeedProd – Maintenance mode is set to a status #4557 - Stripe – A subscription is cancelled #5228 - Stripe – A subscription is created #5291 - Stripe – A subscription is paid #5307 - Stripe – A subscription payment fails #5308 - Stripe – One-time payment for a product is completed #5229 - Stripe – Payment for a product is refunded #5230 - Thrive Theme Builder – A form is submitted #4280 - Thrive Theme Builder – A user submits a form #4279 **New Actions:** - Duplicator – Initiate a backup #4849 - Threads – Create a Threads post #4982 - WordPress Core – Log the user out #4981 **New Token:** - LearnDash – A user completes a course – Course points #4479 - LearnDash – A user completes a group’s courses – Course points #4479 **Added:** - Core – Added token selector to multiselect fields in some actions – Because who doesn’t love a fancy selector? #5103 - Recipe templates – Filter to show Automator Pro only templates – Automator Pro templates now have their own exclusive VIP section. #5271 - Recipe templates – Filter to show ready-to-use templates – Ready-to-use templates are officially ready to impress. #5264 - WordPress – Create a post – Added toggle: Title must be unique – We’re enforcing originality; no more twinsies in post titles! #5205 **Updated:** - FluentCRM – Add/Update a Contact – Default Status Issue – Status is no longer confused—it knows exactly what to do now. #5333 - Improved recipe UI messaging when Automator Pro is not active – Clearer messages to remind you that Automator Pro took a coffee break. #3233 - Stripe – Updated the available list of triggers/actions on the settings page – Fresh triggers and actions, straight off the development grill. #5355 - WPForms – Split “Address” token into separate tokens – Address tokens have found their individuality—they’re thriving on their own now! #4840 **Fixed:** - Elementor – A Post is Published with Elementor – Trigger not firing – This trigger is back to work—no more snoozing on the job. #5334 - MailChimp – Add Contact to Audience – Now completes with an error if any required default address subfield is left empty – We’ve taught MailChimp not to pretend everything’s fine when it isn’t. Honesty is key. #5287 - Recipe UI – Removed Author dropdown from the UI – We’ve banished the unnecessary Author dropdown—it wasn’t contributing to the meeting anyway. #3834 - Token Parser – Additional validation that the value is text and not an array – Validation has been disciplined; no more rogue conditions. #5368 **Under the hood:** - Core – `SENTENCE_NOT_FOUND` issue in logs – We found the missing sentences and brought them back. They were hiding in plain sight! #5293 --- ### 6.1.1 \[2024-12-23\] **Updated:** - ClickUp – Now supports timestamp values on date fields because who doesn’t love more precise time-traveling? #5278 - GamiPress – Added a toggle to log points when awarding them. No more stealthy points—track those trophies! #5208 - ActiveCampaign – Setup instructions are now clearer than your grandma’s chicken soup recipe. #3061 - ConvertKit – Rebranded to just “Kit.” #5232 - Forminator – Icon got a glow-up—because appearances matter. #5321 - OpenAI – Added a handy list of available actions to the App settings page. More power to you! #3565 **Fixed:** - Calculation tokens – They were refusing to do math in certain situations. We gave them a pep talk. #5280 - Core – Token parser was clueless about the “Any” use case for title parsing. #5272 - Core – Token parser – Extra validation added for action meta variable types to avoid a `preg_split()` error in some actions. Because, hey, safety first! #5284 #5324 - HelpScout – App settings – A rare PHP error appeared like a cryptid. We captured it, and it’s gone for good. #5268 - LearnDash – Timer module in Uncanny Toolkit Pro is now correctly detected—time waits for no plugin! #5274 - Outgoing Webhooks – Data types were playing hide-and-seek in the UI. They’re now front and center, ready for action. #5282 - PHP Warnings – A Webhook trigger caused warnings in rare cases. We sent it to timeout, and it’s behaving now. #5248 - Recipe templates – The “Recipe User Type” insisted showing as Everyone for the User recipe type. We’ve reminded it that exclusivity matters sometimes. #5276 - Ultimate Member – User tokens weren’t parsing when logging in with a username instead of email. We’ve taught it that usernames are people too! #5211 --- ### 6.1 \[2024-11-26\] **New Feature:** - Recipe template library – Ready-to-use automation templates are here to save the day! Build workflows faster than ever, no assembly required. Just pick, tweak, and automate like a pro. #4916 **New Triggers:** - MemberPress – A user is added to a membership #3608 - MemberPress – A user is removed from a one-time subscription product #3609 - MemberPress – A user is removed from a recurring subscription product #5158 **New Action:** - Uncanny Codes – Remove a number of unused codes from a batch #4451 **Updated:** - Restrict Content Pro – Add the user to a membership level – Registration date field now arrives right on time, no more tardy data! #5084 - WhatsApp – Added an extra user-agent for Webhook validation, because even Webhooks deserve a proper handshake. #5215 **Fixed:** - FluentCRM – Triggers not handling multiple recipes with the same trigger correctly have been whipped into shape—no more identity crises! #5223 - Token parsing – We’ve made sure token parsing still plays nice with PHP 7.0, because even older PHP deserves some love. #5202 - User reset password URL token – No longer going AWOL in that one weird edge case. #5219 - WordPress – Create a post – Backslashes are back, baby! Your saved actions won’t strip them anymore. #5062 **Under the hood:** - Activating Automator via WP-CLI – The uap\_options table is mandatory, so we told a couple of impatient lines of code to wait their turn before calling it. Now everything activates in the proper order, like a well-behaved queue. #5235 - Import recipes – Windows path validation has been improved—no more confusion between slashes and backslashes! #5209 - Improved token parser – The parser is sharper, faster, and sassier than ever. #4167 - Translation notice with WP 6.7+ – We’ve made the translations play nicely with the latest and greatest from WordPress. #5239 --- ### 6.0.0.1 \[2024-10-29\] **Fixed:** - Core – Optimize uap\_options functions – We gave these functions a tune-up, so they run smoother and faster now. #5199 - Core – Conflicting `automator_option_updated` actions – These actions were bumping into each other like shoppers on Black Friday. We’ve cleared the aisle, and now everything flows smoothly. #5196 --- ### 6.0 \[2024-10-24\] **New Feature:** - Emails – Now with attachment support, because sometimes, “see attached” shouldn’t be a lie #4841 **New App Integration:** - [Stripe](https://automatorplugin.com/integration/stripe/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4324 **New Plugin Integration:** - [MemberMouse](https://automatorplugin.com/integration/membermouse/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4908 **New Triggers:** - MemberMouse – A bundle is added to a member’s account #4855 - MemberMouse – A member’s account is deleted #4854 - MemberMouse – A member’s account data is updated #5118 - MemberMouse – A new member is created #4850 - MemberMouse – A refund is issued #4858 - MemberMouse – A renewal payment is received #4857 - MemberMouse – An order is submitted #4856 - Stripe – A charge fails #4721 - Stripe – A charge is refunded #4722 - Stripe – A customer is created #4719 - Stripe – A payment is completed #4720 - Stripe – A subscription is cancelled #4736 **New Actions:** - MemberMouse – Remove a bundle from the member’s account #4874 - Stripe – Create a customer #4740 - Stripe – Create a payment link #4738 - Stripe – Delete a customer #4739 **New Tokens:** - All Actions – Completion status #3264 - MemberPress – Transaction ID and Transaction amount **Added:** - Recipe Logs – “Cancel” button to cancel scheduled actions inside the log details. Now you can pull the plug before things get cooking! #4863 - Recipe Logs – Add “Run now” button to run the scheduled actions. For those who just can’t wait for delicious automation results. #5114 **Updated:** - Brevo – Create or update a contact – Added support for contact attribute select fields. Now you can pick and choose attributes like a pro! #5073 - Recipe UI – Allow 1-minute increment when scheduling an action. Because sometimes every minute really does count! #5129 - Slack – Send a direct message to a Slack user – Added “Use a token/custom value” for the user dropdown. Customization is now just a token away! #5121 - UserFeedback – A visitor submits a survey & A user submits a survey – Added support for multiple questions/answers. #5144 - WordPress – A user’s role changes to a specific role – Added “Any role” option. #5065 **Fixed:** - Divi – Theme Builder – Forms are not showing for selection when added as global header/footer. No more disappearing acts – forms are here to stay! #4954 - HubSpot – Added support for line breaks in custom fields. Text flow now looks like poetry instead of a brick wall. #5168 - MailPoet – Add a subscriber to a list – Not creating new subscribers in a rare occurrence. #5146 - Recipe Logs – Sidebar button not displaying due to incorrect action status for delayed and scheduled actions. We fixed it—now the button behaves like it’s supposed to! #5124 - WP Courseware – A user completes a module – Only returning 20 results instead of all modules. Now every module gets counted, not just the chosen few. #5083 - WordPress – A post in a taxonomy is published – Fixed an issue where a recipe would trigger multiple times when a post is published in a rare situation. No more deja vu—one post, one trigger! #5174 - WordPress – A post in a taxonomy is published – Improved reliability when posts are published in bulk. Bulk publishing without bulk headaches! #5175 - WordPress – A user publishes a post in a taxonomy – Fixed an issue where a recipe would trigger multiple times when a post is published in a rare situation. We’ve banished those rogue triggers! #5173 - WordPress – A user publishes a post in a taxonomy – Improved reliability when posts are published in bulk. Go ahead and publish en masse—we’ve got you covered! #5172 - wpForo – Set the user’s primary group to a specific group – Support for v2.0.3 update. Everything is now in sync with the latest version—group assignments like clockwork! #5087 **Under the hood:** - Automator notices when Uncanny Codes Automator type code is generated. #5138 - Action tokens – Date tokens were running wild, ignoring the format they were given and causing a race condition. We sat them down, gave them a calendar, and now they’re on track! #5170 - Core – Recipe not creating a new recipe run when it is currently “In progress with errors” status in a rare situation. Error-schmerror—we’ve fixed it so the recipe keeps cooking! #5176 - Duplicate / Import Export – Support for new Data Integrations. Fresh integrations, now served hot and ready! #5149 - Groundhogg icon updated. New look, same charming functionality. #5164 - Move Recipe\_Objects\_Logger functions to common DB query classes. We relocated them to where all the cool queries hang out. #4979 - Recipe UI – Enhanced Token loop (for Pro). Now it loops so smoothly, you’ll think it’s magic! #4606 - New database table uap\_options to store Automator options. Options now have a comfy new home. #5100 - Recipe UI – Add product education modals for filters, delays, and loops. Learning has never been so… modal-icious! #5075 - Recipe UI – Loops – Each loop type now opens the related support page. Knowledge is power—click away! #5028 - Took care of some PHP notices. Less noise, more peace and quiet in the code. #5151 - Tooltip notification if new recipe hasn’t been created 48 hours after installation. Gentle nudges, just in case you forgot! #4318 - UI adjustment – Allow component to populate a name and value for form submissions. Buttons with purpose—now they mean business. #5107 - Removed deprecated unused file to avoid any vulnerability issues. It wasn’t doing anything anyway, so we showed it the door. #5185 --- ### 5.10.4 \[2024-09-13\] **Update:** - LearnDash – Award an achievement to a user – Now supports LearnDash Achievements v2.0+ #5059 **Fixed:** - Recipe Logs – “Not met” actions conditions block in Pro was having an identity crisis, showing “In progress with errors” instead of the simple “In progress.” We sat it down and cleared things up! #5109 - Recipe UI – “A type of post has a term” loop filter in Pro wasn’t loading fields properly—like a chef forgetting the salt. Fields are now back in the mix! #5119 - Recipe UI – Pro tag was getting a little too clingy, overlapping the recipe item menu like an overenthusiastic garnish. It’s been moved to give your menu some breathing room! #5081 **Under the hood:** - Recipe UI – Hidden required fields are handled better now, even when they’re shy and stay out of sight. #5099 --- ### 5.10.3 \[2024-08-30\] **Fixed:** - Some older triggers were being a bit shy and not showing all tokens in the dropdown. We’ve encouraged them to step forward—now all tokens are visible and ready to be selected! #5077 --- ### 5.10.2 \[2024-08-22\] **Fixed:** - Facebook Pages – We’ve added a little detective work to check if you actually have access to your Pages. If not, we’ll let you know—no more guessing! #5023 - Google Sheets – The system has learned not to freak out (with a PHP warning) when it can’t find a Sheet ID. #5042 - Google Sheets – Settings Page – Caught that sneaky “Unhandled Exception” and handled it properly—because no one likes surprises like that. #5039 - Recipe UI – Loop tokens in conditions were getting a bit dramatic, showing up as invalid without an action. We’ve calmed them down. #5027 - Woo – Loopable tokens were causing some PHP drama on certain sites. We’ve sorted that out—no more drama! #5051 - Woo – User’s purchased products loopable token now has improved support for WooCommerce HPOS—smooth sailing ahead! #5057 **Under the hood:** - Added a new WP Filter `automator_wpcpostcontent_should_wp_slash` to give you more control over content sanitization—slash away, if you like! #5045 - Recipe UI – Integrations were showing off as Elite when they’re actually only Pro. We’ve put them back in their place. #5054 --- ### 5.10.1 \[2024-08-20\] **Fixed:** - Oopsie! Some field options were playing hard to get, refusing to let you enter or select anything. We’ve given them a nudge, and they’re now much more cooperative! #5034 --- ### 5.10 \[2024-08-20\] **New Feature:** - Loopable Tokens #4898 **New App Integrations:** - [Keap](https://automatorplugin.com/integration/keap/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4559 - [Ontraport](https://automatorplugin.com/integration/ontraport/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4556 **New Plugin Integration:** - [FluentBooking](https://automatorplugin.com/integration/fluentbooking/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4728 **New Built-in Integration:** - [Logging](https://automatorplugin.com/integration/logging/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5010 **New Triggers:** - FluentBooking – A one-to-one meeting is scheduled #4751 - FluentBooking – A group meeting is scheduled #4752 - FluentBooking – A one-to-one meeting is canceled #4759 - FluentBooking – A meeting is cancelled #4778 **New Actions:** - FluentBooking – Add a meeting #4761 - Keap – Add/Update a contact #4772 - Keap – Add a tag to a contact #4773 - Keap – Remove a tag from a contact #4774 - Keap – Add a note to a contact #4777 - Keap – Add/Update Company #4888 - Logging – Write data to the log #5011 - Ontraport – Create or update a contact #4741 - Ontraport – Add a tag to a contact #4744 - Ontraport – Create a tag #4743 - Ontraport – Delete a contact #4742 - Uncanny Codes – Cancel a code #4879 **New Universal Loopable Tokens:** - BuddyBoss – User’s groups #4968 - BuddyPress – User’s groups #4977 - LearnDash – User’s completed courses #4894 - LearnDash – User’s enrolled courses #4970 - LearnDash – User’s groups #4969 - Woo – All orders in the past 24 hours #4967 - Woo – All orders in the past 30 days #4966 - Woo – All orders in the past 365 days #4964 - Woo – All orders in the past week #4965 - Woo – User’s orders in the past 24 hours #4962 - Woo – User’s orders in the past 30 days #4961 - Woo – User’s orders in the past 365 days #4959 - Woo – User’s orders in the past week #4960 - Woo – User’s purchased products #4958 **New Loopable Tokens (in several triggers):** - Woo – Order items #4971 - Woo – Order products categories #4974 - Woo – Order products tags #4972 - WordPress – Post categories #4975 - WordPress – Post tags #4976 **New Tokens:** - Date and time – Current day of the month (outputs “1”, “2”, “3”, etc.) #4915 - Date and time – Current day of the week (outputs “Monday”, “Tuesday”, etc.) #4839 - Date and time – Current month (numeric) (outputs “1”, “2”, “3”, etc.) #4913 - Date and time – Current month (outputs “January”, “February”, etc.) #4914 **Updated:** - Emails – Send test email – Test emails now come with a personal touch by auto-filling the signed-in user’s email address. No more guessing who you are! #4912 - Import recipe – We’ve ditched the hardcoded URLs for better compatibility #4993 - LinkedIn – Admin notices now communicate like pros with updated messaging—more clarity, less confusion #4923 - MailPoet – Add a subscriber to a list – Out with the old! We’ve swept out the deprecated code to keep your code up-to-date #4897 - OpenAI – Use a prompt to generate text with the GPT model – Your prompts just got smarter with GPT-4o mini support—small model, big potential! #4936 - Recipe Logs & Loops – Action fields and values now proudly step into the spotlight within loops—no more hiding in the background! #4887 **Fixed:** - Contact Form 7 – We’ve taught the tokens to respect newlines. No more line rebellion! #4929 - Dashboard Recipe Using Credits Widget – MySQL now stays calm even when there are no recipes to credit #4900 - Import/Export & Duplicate recipes – Special characters now feel extra special with improved support #4951 - Mailchimp – Merge fields got a crash course in manners; no more PHP Notices when they’re empty! #4973 - MailerLite – The Recipe UI finally stopped pretending the app is connected when it isn’t #4830 - Recipe Logs – The confirmation banner now knows its place when you delete a log entry #4987 - Recipe Logs – Logs are no longer shy about showing the “user run” number when a recipe is mid-magic #4861 - Recipe UI & MemberPress for LearnDash – Double scrollbars? We kicked them out; they were just showing off #4947 - Recipe UI & Notion – Fields now load rows without picking fights with Groundhogg’s select2 script—peace at last #4984 - Recipe UI – The action schedule modal now scrolls like a pro, even on the tiniest screens #4882 - Recipe UI – Adding an action in a new loop doesn’t show on some servers #4953 - Recipe UI – Multiselect fields have learned to properly display labels, even for the AJAX driven fields! #4995 - Uncanny Automator – A user completes a recipe – Recipes now trigger reliably, no more “oops, I forgot” moments #4884 - X/Twitter – PHP notices #4892 **Under the hood:** - Action Repeater Fields – We put unused relevant tokens on a timeout to avoid PHP errors—less clutter, more harmony #4996 - Core – Actionify triggers – Actionify triggers now have the power of a filter hook—because who doesn’t love a bit of extra control? #5002 - Core – Licensing constants got a tune-up—now more constant than ever! #5001 - Core – Introducing a shiny new field type: file—because sometimes, it’s all about the type #4999 - Core – Token loop is all geared up for Pro v5.10 #4649 - Core – The Automator items save endpoint now gathers even more intel—your items have never been this informed #4758 - Facebook Groups – We’ve waved goodbye to that old deprecated warning #4922 - Import/Export & Duplicate recipes – Tokens Loop support added #4992 - Recipe UI – Displaying all tokens in an action when using “Add all in this group” is now smoother than ever #5012 - Recipe logs – Trigger log now shows the backtrace property—because sometimes you need to see where things went sideways #4937 - `relevant_tokens` Now handled in the backend—out of sight, but working harder than ever #4955 --- ### 5.9.1 \[2024-07-11\] **New Token:** - SureCart – Billing first name and Billing last name #4868 **Fixed:** - Fluent Support – A user receives a reply from an agent – Typo in return statement #4866 - Forminator – Date field tokens not rendering consistently depending on field settings #4831 - Google Sheets – Settings page – Undefined `$nonce` variable issue #4864 - MailChimp – Add a contact to an audience – Leaving fields blank removes the existing value #4845 - MailChimp – Add the user to an audience – Leaving fields blank removes the existing value #4859 - MemberPress – A user purchases a recurring subscription product – The ‘Any’ option is not showing correctly in dropdown #4842 - Recipe Logs – Sending fetch requests in a loop when viewing a deleted trigger #4815 --- ### 5.9 \[2024-07-02\] **New Features:** - Data management – `wp automator prune --help` WP-CLI command to prune data #4765 - Import/Export Recipes – Bulk Export/Import #4735 - Recipe UI – Recipe notes metabox #4768 - Walkthrough – Create a recipe #4302 **New App Integrations:** - [Campaign Monitor](https://automatorplugin.com/integration/campaign-monitor/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4601 - [Notion](https://automatorplugin.com/integration/notion/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3884 **New Plugin Integration:** - [Kadence](https://automatorplugin.com/integration/kadence/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4445 **New Triggers:** - Kadence – A form is submitted #4447 - Kadence – A user submits a form #4446 **New Actions:** - Campaign Monitor – Add/Update a subscriber to a list #4578 - Campaign Monitor – Remove a subscriber from a list #4580 - Notion – Create a database item #3886 - Notion – Create a page #3885 - Notion – Update a database item #3887 **New Tokens:** - Presto Player – A user completes a video – Video title, Media hub title #4786 - WP Job Manager – A user submits a resume – Resume Post URL, Resume ID #4799 - WPForms – Price field – Quantity token #4754 - WordPress – Post slug to several WP triggers #4800 **Addition:** - Automator Core – `AUTOMATOR_DATABASE_VIEWS_ENABLED` to disable Database Views #4723 **Updated:** - Google Sheets – File Picker now allows selecting additional files without overwriting current files #4788 - LearnDash – A user achieves a percentage greater than, less than or equal to a value on a quiz – Default value of Percentage field removed #4716 - MemberPress – A user purchases a recurring subscription product – ‘Any’ option added #4804 - Modern Events Calendar – Event’s field label #4541 - OpenAI – Model “gpt-3.5-turbo-0301” deprecated #4784 - WordPress – Create a post – Show WP error messages in recipe log #4775 - WordPress – Update the excerpt of a post #4696 - Zoho Campaigns – Support for non-US zone accounts #4810 **Fixed:** - Forminator – Formatted token values showing both raw and formatted values #4725 - Post Loops – Action tokens and Webhooks – Action tokens do not parse when used in Webhooks and App Integrations #4691 - Recipe Logs – A recipe with delay and user selection erroneously showing ‘In progress with error’ #4729 - Slack – Send a message to a channel – PHP Notices when Bot name and Icon are not set #4814 - Tin Canny Reporting – A Tin Can verb is recorded from a Tin Can module – Possible cache issues and variable checking #4766 - WPForms – Radio field tokens not parsing under a specific condition #4770 - WPForms – Validate trigger token data before parsing #4713 - WordPress – Change the post type of a post to a post type – Not handling “All post” selection properly #4798 **Under the hood:** - Automator Dashboard refresh #4345 - Core – Action arg `$parsed` does not work as expected when the repeater field data is sent #4678 - Core – Actionify Triggers enhancement #4706 - Core – Additional third-party support to properly purge cache #4822 - Core – Elite status #4824 - Core – Removed invalid characters in some sentences #4807 - Import recipe – Imported recipes with Loops fails to recognize loop as live #4764 - Popup Maker Integration icon #4748 - Recipe UI – CSS margin issue when ACF is active #4699 - Recipe UI – `load_options` calling `call_user_func` twice #4732 - Recipe fields – Dynamic fields to support Notion #4602 - Setup Wizard – Setup flow modifications when Automator Pro is active #3600 - User Loop and Token Parser – Usermeta token not parsing in Scheduled recipe #4762 - Zoom – JWT dependancy removed #4677 - Rearrange `file_exist` check. #4779 --- ### 5.8.0.2 \[2024-05-27\] **Fix:** - Outgoing Webhooks – Content-Type header missing on some webhooks after Auth changes #4709 --- ### 5.8.0.1 \[2024-05-24\] **Fixed:** - Dashboard – Recipes using credits widget is not rendering in v5.8 #4694 - Google Sheets – PHP error when disconnecting the App #4697 - Google Sheets – Worksheet not found error on some sites #4702 **Under the hood:** - Restrict Content Pro Integration icon #4693 --- ### 5.8 \[2024-05-21\] **New Feature:** - Ability to Import and Export recipes to any site #4604 **New App Integration:** - [AWeber](https://automatorplugin.com/integration/aweber/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4501 **New Plugin Integrations:** - [Code Snippets](https://automatorplugin.com/integration/code-snippets/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4554 - [SureMembers](https://automatorplugin.com/integration/suremembers/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3986 **New Triggers:** - SureMembers – A user is added to an access group #4123 - SureMembers – A user is removed from an access group #4124 **New Actions:** - AWeber – Add a tag to a subscriber #4272 - AWeber – Add a subscriber #4270 - AWeber – Update a Subscriber #4273 - Code Snippets – Activate a snippet #4582 - Code Snippets – Deactivate a snippet #4583 - SureMembers – Add the user to a specific access group #4121 - SureMembers – Remove the user from an access group #4125 **New Tokens:** - Common token – User registration date #4656 - Uncanny Codes – Remaining codes, Total codes #4028 - Uncanny Groups – Remaining seats, Total seats #4027 **Added:** - FluentCRM – Add/Update a contact – WP Filter `automator_fluentcrm_omit_custom_field-$slug` to omit custom fields #4669 - OpenAI – Use a prompt to generate text with the GPT model – GPT-4o model support #4674 - Slack – “Bot name” and “Bot icon” optional fields to customize each action #4523 **Updated:** - Dashboard – App Credits Widget Display Enhancement for Pro #4376 - Google Sheets – Implement FilePicker changes #4481 **Fixed:** - BuddyBoss/BuddyPress – Global tokens not parsing on some sites #4654 - FluentCRM – A contact is added to List – Not firing when the contact is added through FluentForms integration #4683 - Outgoing Webhook – PHP notices and warnings #4668 - Password reset token – User reset password URL being invalidated when the token is used multiple times in an email #4634 - Recipe logs – PHP notice when human readable sentence is null #4647 - Webhook Outgoing – Authorization field – Parse tokens #4638 **Under the hood:** - Facebook Groups – App integration deprecated #4671 - Google Sheets – Migration script to migrate to FilePicker method #4682 - New settings page – AWeber #4269 - System Status – Add `(Updated: )` in front of Automator Version #4527 - System Status – Only show Automator DB Tables and Views #4526 ### 5.7.0.2 \[2024-05-08\] **Fix:** - Recipe logs – Incorrectly flagged some “In Progress” recipe runs as “Failed” in recipes with multiple triggers and an “All” operator #4664 **Under the hood:** - Recipe Logs – Change “Failed” recipes back to “In Progress” for updated Failed logic #4661 ### 5.7.0.1 \[2024-04-26\] **Update:** - Google Sheets & Recipe Logs – Update a row in a Google Sheet – Resend button not appearing on some sites #4643 ### 5.7 \[2024-04-23\] **New App Integrations:** - [Bitly](https://automatorplugin.com/integration/bitly/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4539 - [GetResponse](https://automatorplugin.com/integration/getresponse/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4336 **New Plugin Integration:** - [SliceWP](https://automatorplugin.com/integration/slicewp/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4422 **New Triggers:** - EDD Software Licensing – A user’s license for a download is created #4611 - EDD Software Licensing -A user’s license for a download expires #4612 - SliceWP – A new affiliate is awaiting approval #4407 - SliceWP – A user becomes an affiliate #4405 - SliceWP – An affiliate is approved #4406 **New Actions:** - GetResponse – Create or update a contact #4274 - GetResponse – Remove a contact #4275 - SliceWP – Add a new affiliate #4403 **New Tokens:** - Woo Memberships – Membership post ID and plan post ID #4517 **Added:** - Outgoing Webhooks – Added `PATCH` and `OPTIONS` as request types #4568 - Recipe Logs – Automatically update the status of the stuck recipes to Failed #4323 **Updated:** - Facebook Groups – Support image/media ID #4491 - Google Sheets – Update a row in a Google Sheet – Remote calls consolidated to one request for better “Resend” support #4561 - OpenAI – Use a prompt to generate text with the GPT model – WP filter `automator_openai_chat_generate_should_sanitize_fields` to enable/disable fields sanitization #4563 - Recipe UI – Added clearer messaging when permalinks are set to “Plain” #4487 - WordPress – A post is updated – Add checks for autosave and status #4543 **Fixed:** - Closure – Not redirecting to relative URLs #4550 - Google Calendar & Recipe UI – Time fields does not retain tokens #3628 - Outgoing Webhook’s Authorization field – `update_post_meta` removing valid backslashes #4630 - Outgoing Webhooks – Repeater field sanitization fixed #4597 - Outgoing Webhooks – GET request now sends body values as URL query parameters #4597 - Outgoing Webhooks – Preview now displays the GET body correctly #4597 - Recipe UI – Clear completed runs count when “Clear activity log” action is performed #4537 - Woo Bookings – A booking is created – Products requiring a confirmation from the admin are not running #4524 - wpDiscuz – Activating the integration causing some AJAX endpoints to fail in WordPress integration #4547 **Under the hood:** - Activate License Banner – Text updates #4584 - Automator UI – Change menu link color #4590 - Dashboard – Update YouTube screenshots #4595 - Filter fields tokens – Added support to parse token records when array values are passed #4504 - Field Options – New WP Filter `automator_options_callback_response` #4613 - Recipe Logs – New recipe status – “In progress with errors” when an action was completed with errors but some actions are scheduled #4456 - Recipe UI – Pass add\_action value of the trigger to /update endpoint #4536 - Recipe UI – Time field – Allow 1 minute increment #4566 - Shorten Woo Plugin Names #4512 - Universal tokens overwriting each other erroneously #4629 ### 5.6.0.2 \[2024-03-21\] **Under the hood:** - Recipe UI – Filters block not rendering on screen when custom delay option is used in Automator Pro #4509 ### 5.6.0.1 \[2024-03-14\] **Fix:** - Automator – Erroneously hiding some admin notices on some pages #4496 **Under the hood:** - Status Check – Updated the GET and POST endpoints #4498 ### 5.6 \[2024-03-13\] **New Feature:** - BuddyBoss – Universal Xprofile field tokens #4349 - BuddyPress – Universal Xprofile field tokens #4349 **New Integration:** - [wpDiscuz](https://automatorplugin.com/integration/wpdiscuz/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4364 **New Triggers:** - SureCart – An order for a product is shipped #4140 - wpDiscuz – A user submits a comment on a post #4359 - wpDiscuz – A user’s post receives a comment #4360 **New Actions:** - WordPress – Change the post type of a post to a post type #4337 - wpDiscuz – Add a reply to a comment #4361 **Added:** - DB Tools – Added “Empty” table action for API Logs table #4392 - OpenAI – gpt-4-0125-preview Added #4381 - Recipe Logs – Dismissible admin notice that shows the size of database tables #4394 - WP Job Manager – Dynamic Field token support added #4440 - Woo Memberships – Add the user to a membership plan – Token support for Membership plan field #4429 - WordPress – Taxonomy Triggers – “Also include child categories” option #4380 **New Tokens:** - Paid Membership Pro – Initial amount #4402 **New Action Token:** - ClickUp – Create a task – Task ID (newly created task ID) #4464 **Updated:** - ActiveCampaign – Updated field descriptions to include \[delete\] details #4473 #4477 - Closure – Improved framework to support better redirects #2973 - Google Sheets – Update a row in a Google Sheet – Support updating multiple rows if multiple matches found #3486 - HubSpot – Add/Update the user in HubSpot & Create/Update a contact in HubSpot – Updated field descriptions to include \[delete\] details #4417 - OpenAI – WP filter `automator_openai_image_generate_description` to change the description of the downloaded media #4471 **Fixed:** - Emails – Send Email – Filter empty header values for CC and BCC to avoid plugin conflicts #4373 - Fluent Forms – Erroneously triggering multiple recipes with Fluent triggers #4475 - Forminator – File field token returning as Array and not the file path #4431 - Paid Memberships Pro – A user’s subscription to a membership expires – Not working as expected #4390 - Recipe structure – PHP Error when External Object Cache is enabled on some servers #4453 - Setup wizard – Show an error message if there’s an issue during site connection #4396 - Thrive Leads – Tokens show as unavailable after saving action #4436 **Under the hood:** - Automator menu – App Integrations submenu – Not redirecting to App integrations on some sites #4459 - Duplicate recipe – PHP Notice when duplicating Advanced tokens #4386 - Google Apps – Some sites cannot connect to Google Services when external cache is enabled #4424 - Recipe UI – Added field attribute to exclude field’s default token #4466 - Recipe logs – App logs table – Optionally log app responses by a WP filter #4391 - Recipe UI – Support for token usage in Delay/Schedule popup in Automator Pro #4303 - Setup Wizard – Some sites were unable to connect account #4470 - Status – Debug – Log file content not appearing in browser #4457 - Automator – Only show Automator admin notices on Automator pages #4489 ### 5.5.0.1 \[2024-02-20\] **Fixed:** - Groundhogg – Get tags functionality not working as expected #4398 - PHP Notice – Function `wp_cache_flush_group` was called incorrectly #4383 - Plugin cannot be deleted on some sites #4414 ### 5.5 \[2024-01-25\] **Added:** - Emails – Send a test email from inside the email action #4058 - Data management – New setting “Delete all data” to delete plugin data on deletion #4326 - Outgoing Webhook – Separate Authorization header field with data masking #4242 **New Tokens:** - Fluent CRM – Primary Company Name #4305 - Woo – User’s total spend & User’s total spend (unformatted) #4278 - WordPress – Post content (formatted) #4356 **Updated:** - ActiveCampaign – Tag actions – Added support to pass Tag names #4285 - LearnDash – Mark complete actions – Support for future `learndash_process_mark_complete` function updates #4343 - MailPoet – Actions will now complete with errors if an issue occurs #4251 - OpenAI – Deprecated models replaced in Recipe UI #4333 - Recipe logs – Integration icons are now listed once per log entry if multiple triggers or actions of the same integration are part of recipe #4296 - WordPress – “Post content” token renamed to “Post content (raw)” #4357 **Fixed:** - EDD Recurring Payments – Cancel the user’s subscription to a download – List variable pricing recurring downloads #4366 - JetPack CRM – Dynamic contact status options in dropdown #4297 - LearnDash – Mark complete action – Autocomplete not working on Actions for complete lessons and complete topics #4343 - Recipe Logs – The initial run of the new recipe counts as twice runs #4294 - WordPress – A user updates a type of post – Running twice when Yet Another Related Posts Plugin (YARPP) is active #4309 **Under the hood:** - Added Gutenberg Automator Block category #4354 - Brevo – Create or update a contact – Passed missing `$action_data` to the function #4371 - `$is_login_required` attribute in the new integration framework #4342 - Recipe logs – Added `stacktrace` property to show in logs if PHP Exception or Error occurs #4260 - System status – Permalink status added #4346 - A core file not loading as expected #4368 ### 5.4.0.1 \[2024-01-10\] **Fixed:** - Google Sheets – Actions will show “Completed with errors” if the entry failed due to an issue with the Google API #4298 - OpenAI – Changed deprecated models to use `gpt-3.5-turbo-instruct` #4314 - Recipe UI – Newly added actions now showing when on LiteSpeed server/cache #4287 - WPCode – Free actions don’t show up when the Premium plugin is active #4307 **Under the hood:** - PHP Notices #4262 ### 5.4 \[2023-12-21\] **New Integrations:** - [EDD Software Licensing](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4182 - [Heroic Knowledge Base](https://automatorplugin.com/integration/heroic-knowledge-base/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4179 - [SeedProd](https://automatorplugin.com/integration/seedprod/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3981 - [Thrive Ultimatum](https://automatorplugin.com/integration/thrive-ultimatum/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4085 **New Triggers:** - EDD Software Licensing – A license for a download is created #4183 - EDD Software Licensing – A license for a download expires #4184 - Heroic KB – A user gives a negative rating to an article #4186 - Heroic KB – A user gives a positive rating to an article #4185 - Heroic KB – An article receives a negative rating #4188 - Heroic KB – An article receives a positive rating #4187 - SeedProd – An Optin Form is submitted #3984 - Thrive Ultimatum – A user triggers an evergreen campaign #4216 - Thrive Ultimatum – An evergreen campaign is triggered #4117 **New Tokens:** - Outgoing Webhooks – Response – Status code #4231 - Woo #4209 - Order fee (unformatted) - Shipping fee (unformatted) - Stripe fee (unformatted) - Stripe payout (unformatted) **Added:** - Data management – Immediately delete log entries when recipes are completed #4215 - Data management – Delete recipe records when user is deleted #3509 **Updated:** - Brevo – Account validation process updated #4206 - Brevo – Create or update a contact – Update existing contact checkbox bool type value fix #4253 - Data management – Prune recipe logs – Field updated to allow decimal input for even shorter interval #4084 - WordPress – Create a post – Add fields to set custom CSS and JS in the created post #4214 **Fixed:** - BuddyPress & BuddyBoss – Add the user to a group – Custom token values not rendering properly #4225 - Gravity Forms – A specific field in an entry for a form is updated to a specific value – Form tokens are not showing in the list #4248 - Number of times option not working in some triggers until it is resaved #4239 - OpenAI – Erroneously reducing App credits on models fetch #4236 - RafflePress – Someone registers for a giveaway – Not firing when someone registers #4204 - Recipe – Run closure when there are no actions #4220 - Recipe UI – Order of scheduled actions ignored the time #4155 - Recipe UI – Safari compatibility issue for versions below 16.1 due to unsupported regex lookbehind #4212 - Recipe UI – Handle PHP fatal error when the integration of a used action is missing #4076 - Redis/Object Caching – Automator’s clear cache now only clears its cache instead of flushing everything #4245 **Under the hood:** - Automator DB – Nightly health-check will automatically fix any missing tables or views #4255 - Recipe UI – Support setting field visibility conditionally based on value of other fields #4213 - `AUTOMATOR_DISABLE_APP_INTEGRATION_REQUESTS` constant to disable all outgoing App & Webhook requests #4240 - `AUTOMATOR_DISABLE_SENDEMAIL_ACTION` constant to disable all outgoing emails #4241 - Settings – Logs – Renamed to “Data management” #3508 - Data management – Auto Prune in Automator Pro – Styling updates #4252 ### 5.3.0.1 \[2023-12-05\] **Fixed:** - Gravity Forms with Uncanny Codes or Uncanny Groups – PHP Error when code is redeemed #4175 - Instagram – Publish a photo to an Instagram account – Caption line spacing issue #4189 - Recipe builder – “Add ▼” button doesn’t work on Safari #4196 - Wishlist Member – Add the user to a membership level – Replace deprecated functions #4169 - WordPress – Post is published triggers – Firing when WordPress auto saves a draft #4191 **Under the hood:** - Fix uncaught exception during the weekly license check #4193 - Integration transient type warning in a specific situation #4194 - Review Banner – Link to WP.org to leave a review is not working as expected #4146 ### 5.3 \[2023-11-20\] **IMPORTANT: Support for PHP 5.6 has been discontinued. If you are running PHP 5.6, you MUST upgrade PHP before installing Uncanny Automator v5.3. Failure to do that will disable Automator’s core functionality.** **New App Integrations:** - [Google Contacts](https://automatorplugin.com/integration/google-contacts/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3771 - [Sendy](https://automatorplugin.com/integration/sendy/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3870 **New Integrations:** - [Thrive Architect](https://automatorplugin.com/integration/thrive-architect/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4086 - [WooCommerce Bookings](https://automatorplugin.com/integration/woocommerce-bookings/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3893 **New Triggers:** - Thrive Architect – A form is submitted #4095 - Thrive Architect – A user submits a form #4097 - Uncanny CEUs – A user earns a number or more CEUs #4150 - WooCommerce Bookings – A booking is created #3894 **New Actions:** - Google Contacts – Add a label to a contact #3775 - Google Contacts – Create a contact #3772 - Google Contacts – Create a label #3774 - Help Scout – Update the properties of a customer #3943 - Sendy – Add / Update a contact to a list #3876 - Sendy – Delete a contact from list #4151 - Sendy – Unsubscribe a contact from a list #3878 **New Tokens:** - StudioCart – Payment option label #4128 - WP Simple Pay – Price option & Quantity #4115 **Updated:** - OpenAI – Add support for DALL-E 3 #4135 - WordPress – Adding default\_value in some triggers causing them to not trigger properly #3638 **Fixed:** - Brevo – Add Update Contact action not appearing for selection #4126 - BuddyBoss – Social media fields tokens now parse reliably #4161 - FluentCRM – Add/Update a contact does not update the status #4113 - LearnDash Quiz Tokens – Issues with learndash\_get\_quiz\_questions #4148 - WPForms – A user submits a form – Firing for non-logged-in users #4160 - WordPress – A user updates a type of post – Firing when a post type is auto saved #4152 **Under the hood:** - Support for Post loops in Automator Pro #4171 - Upgrade to Pro – Text updates #4106 - Usage stats – Updated logging algorithm #3098 ### 5.2.0.1 \[2023-10-27\] **Fixed:** - App Settings – Settings are not saved when no recipes are active on the site #4110 ### 5.2 \[2023-10-26\] **New Integrations:** - [Constant Contact](https://automatorplugin.com/integration/constant-contact/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3879 - [Memberium for Keap](https://automatorplugin.com/integration/memberium-for-keap/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3755 **New Trigger:** - Fluent Support – A ticket is opened #4035 **New Actions:** - Constant Contact – Add a contact to a list #3881 - Constant Contact – Add a tag to a contact #3883 - Constant Contact – Create or update a contact #3880 - Constant Contact – Delete a contact #3882 - Mautic – Add a contact to a segment #3454 - Mautic – Create a segment #3458 - Mautic – Remove a contact from a segment #3455 - Memberium for Keap – Update a contact field #3762 **New Action Tokens:** - Uncanny Groups – Create an Uncanny group – Group signup URL token when the Group Sign up module is active in Uncanny Toolkit Pro #4012 - LearnDash – Create a group – Group signup URL token when the Group Sign up module is active in Uncanny Toolkit Pro #4011 **Added:** - Automator Pro – Ability to remove user selector from recipe #4072 - Outgoing Webhooks – Manual retries #4056 - X/Twitter – App settings now let you choose between default and your own Custom App #3533 **Fixed:** - ActiveCampaign – Custom fields not working due to misassigned object variable #4054 - Contact Form7 – Tokens like Menu fields and attachment/File upload are not working #4069 - Divi – Everyone trigger is not firing as expected #4029 - Facebook Page – Facebook showing disconnected and can’t resend from logs #4009 - WPForms – Intermittent token issue doesn’t work for other selection values #4022 - WPForms – The Dropdown, Checkboxes, and Multiple Choice fields are not showing the values if a user modifies them #4052 - WSForm – PHP Error in on some sites #4044 - WordPress – A specific role is added to the user – Firing twice with the latest WordPress version #4099 **Under the hood:** - Improved PHP 8.2 compatibility #4043 - Action logs – Large error messages break layout #3982 - Emails – WP Filter `automator_send_email` to optionally turn off email for a user ID or recipe ID #4050 - License checks – Move license checks to nightly health calls #3978 - Uncanny Automator – Social icons in the footer #3980 - Recipe UI – Delay button not appearing for Pro-only integrations #4093 - Recipe logs – Delayed action token logging #3764 - Recipe logs – Fields not showing for the API integrations when background actions are enabled #3764 - Several core framework improvements to reduce memory usage #4079 #4089 - Twitter – Renamed to X/Twitter #4051 ### 5.1.0.3 \[2023-10-16\] **Fixed:** - Status page – PHP error related to ‘mysql\_get\_server\_info’ in a specific situation #4032 - Debug logs – Improved security when debugging is enabled #4033 - Recipe UI – Show built-in or active Pro integrations only #4038 ### 5.1.0.2 \[2023-10-05\] **New Token:** - Ninja Forms – Submission ID #3996 **Fixed:** - MasterStudy LMS – Lesson and Quiz By Course ID Changes #3959 - Reset password link and Reset password URL token not working with Paid Memberships Pro #4000 - WPForms – Support legacy Smart Tags #4005 **Updated:** - Easy Digital Downloads – “A user purchases a product” renamed to “A user purchases a download” #4017 - Uncanny Groups – Add / Remove seats actions now available for both logged-in and Everyone recipes #3994 **Under the hood:** - Review Banner – Credits left warning banner can’t be dismissed on the dashboard #4003 - Recipe Logs – Properties Framework – Added Trigger properties to support Incoming Webhooks in Pro #4001 - WordPress Playground updates to fix some notices #4020 ### 5.1.0.1 \[2023-09-28\] **Under the hood:** - Action tokens do not work when the source action has a delay or schedule #3988 - All Integrations – Data source switched to a static `.json` file #3356 - Recipe UI – Show Pro-only integrations preview when Automator Pro is not active #3800 ### 5.1 \[2023-09-25\] **New Integrations:** - [Easy Digital Downloads – Recurring Payments](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3277 - [Mautic](https://automatorplugin.com/integration/mautic/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3200 **New Trigger:** - EDD Recurring Payments – A user subscribes to a download #3446 **New Actions:** - EDD Recurring Payments – Cancel the user’s subscription to a download #3511 - Mautic – Create or update a contact #3464 **Updated:** - Brevo – Create or update a contact – Update existing bool variable support for PHP 7.4 #3950 - Facebook Groups – Disconnect now only disconnect the current site #3262 - Recipe object – Handle invalid UTF-8 characters #3946 **Fixed:** - AffiliateWP – An affiliate makes a referral of a specific type – Not working when creating a referral in the back end #3692 #3919 - Gravity Forms – An entry for a form is updated – Not firing when fields are updated by `GFAPI` #3977 - User Loops – User tokens not parsing for universal tokens #3964 - User Loops – Action buttons hidden on Firefox because of invalid selector #3947 - Zoho Campaigns – Subscribe a contact to a list – Not parsing repeater fields #3970 **Under the hood:** - Core – Additional WordPress hooks for recipe duplication in Automator Pro #3930 - Internal debug logs – PHP notice #3623 - Internal debug logs – Update to put the contents in `file.txt` instead of `file.log` #3623 - Recipe Logs – Action Repeater Fields – Not displaying the data correctly when multiple repeater fields are in the action #3972 - Support for Run Now in Automator Pro v5.1+ #3957 ### 5.0.1 \[2023-09-13\] **New Tokens:** - WooCommerce #3866 - Billing country (full name) - Billing state (full name) - Shipping country (full name) - Shipping state (full name) - Outgoing Webhooks – Response – Body (raw) #3869 **Updated:** - ActiveCampaign – Improved error messages & error handling and return actual response message #3875 - MemberPress – A user purchases a recurring subscription product – Filter for recurring payments #3914 - WP All Import – Specific post type is imported – Erroneously firing when posts are updated during import #3911 - WordPress – Create a post – Content sanitization for the “Post Content” is removed #3933 - Zoho Campaigns: Add additional fields like name and other details #3903 **Fixed:** - Automator – `AUTOLOGINLINK` doesn’t show up in the token selector #3857 - Automator – A recipe completes with errors a number of times – Firing for completed, awaiting status #3900 - Elementor – A post is published with Elementor – Firing when a post is updated #3932 - LearnDash – Action Tokens – Not returning correct values #3726 - OpenAI – Generate a meta description with GPT-4 – Typo in prompt #3921 - Outgoing Webhooks – Sending incorrect payload body for form-data format #3923 - Outgoing Webhooks – Response header not properly encoding double quotes #3889 - Recipe Logs – Logs not working when WordPress is installed in a subdirectory #3826 - Recipe Logs – Custom Properties not displaying correctly #3874 - Telegram – Preserve line breaks in messages #3908 - WPForms – Smart Tags Label Matching for Value / Label Tokens #3928 - WPForms – The Number slider is returning a string with multiple values instead of a number with the selected value #3910 - WPForms – Remove extra white space from labels that were preventing multiple choice tokens from matching and rendering values #3896 - WordPress – Create a post – TinyMCE textarea sanitization breaks tokens inside `` tags #3844 **Under the hood:** - Action tokens – Nested tokens, or a token inside a token causing logs to output an empty record when there is an action field token #3899 - Closure – WordPress filter – automator\_recipe\_closure\_admin\_redirect #3931 - Core – Additional filters and actions for database repair #3868 - Fixing some known 5.0 issues #3856 - Improved PHP 5.6 compatibility #3934 - Inconsistent recipe objects when both Redis and Object Caching is installed and enabled #3917 - Re-architect common tokens and move them to Automator core #3905 - Add “Addon” tab #3935 ### 5.0 \[2023-08-24\] **Note**: Uncanny Automator 5.x is no longer compatible with Uncanny Automator Pro < 5.0. **New Integrations:** - [Pretty Links](https://automatorplugin.com/integration/pretty-links/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3472 - [Brevo](https://automatorplugin.com/integration/brevo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3627 **New Triggers:** - Automator – A user completes a recipe #3681 - Elementor – A post is published with Elementor #3719 - Pretty Links – A user clicks a pretty link #3777 - Pretty Links – A pretty link of a specific redirect type is created #3840 - Pretty Links – A pretty link is clicked #3611 **New Actions:** - Brevo – Add a contact to a list #3645 - Brevo – Create or update a contact #3635 - Brevo – Delete a contact #3636 - Brevo – Remove a contact from a list #3646 - Pretty Links – Create a pretty link for a specific target URL #3610 **New Tokens:** - Automator – A user completes a recipe with errors #3680 - Recipe name - Recipe status - Recipe ID - Number of times - Recipe edit link - Recipe log URL - Action log URL - Trigger log URL - Automator – A user completes a recipe without errors #3679 - Recipe name - Recipe status - Recipe ID - Number of times - Recipe edit link - Recipe log URL - Action log URL - Trigger log URL - Common – User locale #3653 - WooCommerce #3735 #3788 - Order time - Order date & time - Stripe fee (when Stripe plugin is enabled) **Updated:** - Recipe logs – Show action notes (if available) when an action is completed with “do nothing” status #3767 - Amelia – A guest registers for an event – Attendee info tokens are now parsed #3804 - Automator – “A user completes a recipe number of times” renamed to “A user completes a recipe without errors a number of times” #3677 - Automator – “An Automator recipe completes with errors” renamed to “A user completes a recipe with errors” #3678 - Facebook Groups – Admin notification query optimization #3555 - LinkedIn – Refresh token query optimization #3555 - Gravity Forms – Support for survey tokens #3821 - WhatsApp – Support image formats and added JSON string as Message value for other replies formats such as Audio, Location, Contacts, etc #3793 - Webhooks – Send data to a webhook – Response header and body now displayed in logs #3750 - Webhooks – Send data to a webhook – Empty body payload support added #3784 - Webhooks – Send data to a webhook – “Send test” now displays response header and body #3784 - WooCommerce – Order shipping token renamed to Shipping fee #3823 **Fixed:** - ARMember – ARMember Pro throws a PHP Error #3751 - Background actions – PHP Errors will compete the recipe with errors if an error occurs during the execution #3763 - Closure Redirect – Erroneously breaking the “Publish” post feature in a certain situation #3806 - MasterStudy – Mark complete a course dropdown fix #3820 - Trello – Start and due dates tokens are not parsing #3824 - TutorLMS – A user completes a course not running reliably #3741 - WPForms – The value options are not returning the correct information of the form #3766 - Google Calendar – Auto format the Time field base on WordPress settings and update error message #3781 **Under the hood:** - Loops UI for Automator Pro #3811 - ARMember – Logo updated #3822 - Automator – An Automator recipe completes with errors – Deprecated #3830 - Banner – Text changes #3729 - Core – Additional sanitization filters #3828 - Core – Catch action errors and complete recipes if an action throws a fatal error #3803 - Core – Reduced redundant calls to `automator_pro_actions_conditions_list` filter #3819 - Core – Improved PHP 8.2 compatibility #3833 - Core – UI framework updated #3811 - Recipe logs – Improved logging of triggers and actions when sentences are changed, updated or removed from the recipe #3529 - Recipe logs – Ability to show custom properties in logs #3750 - Recipe logs – `add_log_error` not clearing previous action errors #3837 ### 4.16.0.2 \[2023-07-18\] **Fixed:** - Facebook Pages – App is not connecting in a certain situation #3742 - Text changes – “third-party integrations” renamed to “app integrations” #3738 ### 4.16.0.1 \[2023-07-14\] **Fixed:** - RafflePress – RafflePress Pro support added #3730 - Telegram – Knowledge base link added on the settings page #3728 ### 4.16 \[2023-07-13\] **New Integrations:** - [ARMember](https://automatorplugin.com/integration/armember/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3024 - [RafflePress](https://automatorplugin.com/integration/rafflepress/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3331 - [Telegram](https://automatorplugin.com/integration/telegram/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3139 - [UserFeedback](https://automatorplugin.com/integration/userfeedback/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3701 **New Triggers:** - ARMember – A user cancels a membership plan #3026 - RafflePress – Someone registers for a giveaway #3332 - Telegram – A text message is received #3146 - UserFeedback – A user submits a survey #3703 - UserFeedback – A visitor submits a survey #3702 **New Actions:** - ARMember – Cancel the user’s membership plan #3344 - Telegram – Send a text message #3147 **Updated:** - Facebook Pages – Increase timeout to 30 from 10 seconds #3684 - LinkedIn – Remove temporary transients when disconnected #3690 **Fixed:** - Emails – Send an email – Erroneously showing errors from the previous action #3722 - MailPoet – Add a subscriber to a list not completing the action resulting in logs not showing the fields #3698 - MemberPress – A user purchases a recurring subscription product – Not running if the recipe contains a MemberPress condition #3689 - WS Form – Triggers are not returning all the available tokens of the form #3657 **Under the hood:** - App integrations – Timeouts increased to 30 seconds #3515 - Automator license – Improved license validation #2781 - Add `add_option` with default value to avoid unnecessary App integration calls on the frontend #3497 - Automator DB – Changed datetime to timestamp for MYSQL backwards compatibility #3717 - Automator Core – New framework erroneously loading triggers and actions of an integration that is not active #3696 - Recipe UI – Stop Gravity Forms integration from showing up when the plugin is not active #3621 - Improved integrations loading process #3724 - Internal function – action\_is\_finished #3708 - Rename “Integrations” to “All integrations” #3355 - Added “App integrations” menu #3355 - All integrations – Search threshold updated #3234 ### 4.15.1.1 \[2023-06-28\] **Updated:** - Uncanny Groups – A group is created – Support purchased group licenses #3654 - WordPress – Create a post – Optionally allow HTML in fields by using a WordPress filter #3664 **Fixed:** - OpenAI – Use a prompt to generate an image – No longer requires GPT-4 access #3607 - Outgoing Webhook – A warning is thrown when get\_post\_meta is invalid #3616 - Outgoing Webhook – URLs are incorrectly escaped causing ampersand to be encoded incorrectly. #3596 - WPForms – Dynamic field values not accessible via tokens #3121 - WPForms – File Upload Tokens now return correct values #3634 - Wishlist Member – Add the user to a membership level – Replaced deprecated functions #3630 - WordPress – A user publishes a type of post – Scheduled posts are not triggering for logged in user #3617 **Under the hood:** - Recipe Logs – Prevent conditions that have a status of ‘succeeded’ from outputting the previous error message when the same conditions are used (For Automator Pro) #3593 - Recipe Logs – Send an email – Missing parser arguments for the default values #3663 - Recipe Logs – Some token values causing invalid JSON format #3633 - Recipe Logs – Missing fallback query when the recipe log view is missing #3602 - Recipe Logs – Delayed/scheduled actions don’t show the status “Delayed”/”Scheduled”, and show incorrect date #3580 - Scheduled actions – Action Scheduler – `json_decode` error in a specific situation #3666 - Zoho Campaigns – Typo on settings page #3540 ### 4.15.1 \[2023-05-29\] **New Token:** - WordPress – Add a reply to a comment – Comment ID #3524 **Fixed:** - WordPress – Create a post – Post parent is no longer a required field #3575 - Recipe UI & Setup Wizard – Fix missing parameter #3582 **Internal:** - Core – Performance updates to reduce the number of queries per page load #3583 - Core – Added missing legacy param to support user selector in Pro for newer recipes #3586 - Recipe logs – Delayed/scheduled actions – Incorrect status & date #3580 ### 4.15.0.1 \[2023-05-25\] **Fixed:** - WordPress – A user publishes a type of post – Not firing in some situations #3568 - Recipe logs – Icon missing due to cached asset #3571 ### 4.15 \[2023-05-24\] **New Integrations:** - [Charitable](https://automatorplugin.com/integration/charitable/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3371 - [Microsoft Teams](https://automatorplugin.com/integration/microsoft-teams/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2757 **New Triggers:** - Charitable – A donation is made #3372 - Charitable – A user makes a donation #3373 - MemberPress – A user renews a recurring subscription product #3249 **New Actions:** - Groundhogg – Create or update a contact #3149 - OpenAI – Analyze sentiment with GPT-4 #3547 - OpenAI – Correct spelling and grammar with GPT-4 #3542 - OpenAI – Create a list of links that might help resolve a customer request with GPT-4 #3545 - OpenAI – Generate a meta description with GPT-4 #3546 - OpenAI – Generate an SEO title with GPT-4 #3541 - OpenAI – Generate an excerpt suitable for Instagram with GPT-4 #3543 - OpenAI – Generate an excerpt suitable for Twitter with GPT-4 #3550 - OpenAI – Generate an excerpt with GPT-4 #3544 - OpenAI – Translate text with GPT-4 #3549 - Microsoft Teams – Create a channel in a team #2814 - Microsoft Teams – Create a team #2887 - Microsoft Teams – Send a direct message to a team member #2815 - Microsoft Teams – Send a message to a channel #2886 **New Tokens:** - LearnDash quiz triggers #3101 - Quiz time spent - Quiz score - Quiz points scored - Quiz number of correct answers - Quiz category scores - Quiz questions and answers - Quiz question & answers (unformatted) - Quiz question & answers (individual question & answer tokens when a specific quiz is selected) - Uncanny Toolkit & LearnDash – Simple Course Timer #3519 - Course Cumulative Time - Course Time at Completion - WooCommerce #3483 - Payment URL - Direct checkout URL **Added:** - All-new recipe logs #3254 - Improved UI/UX - Ability to view incomplete triggers and actions for in-progress recipe runs - Ability to view token values in actions - Ability to view filters / conditions and schedules - Ability to view incoming and outgoing data - WhatsApp – Added internal logs and new filters to extend valid intervals and to disable timestamp validation #3521 - WordPress – Create a post – “Post parent” field added #3480 **Updated:** - MemberPress – A user purchases a recurring subscription product now fires on initial purchase only #47849 #3248 - OpenAI – Allow HTML in “Prompt” field #3530 - OpenAI – GPT actions updated #3504 - Twitter – Improved error messaging in Logs #3563 - WS Form LITE – Renamed to WS Form #3502 - Zoom Webinar – Webinar field – Token selector added #3562 **Fixed:** - ActiveCampaign – PHP Error when adding a contact in a certain situation #3526 - BuddyBoss – Social media fields tokens now parse reliably #3477 - Emails – Subject – Not decoding HTML entities #3536 - LearnPress – A user completes a lesson now triggers reliably #3474 - MemberPress – A user purchases a recurring subscription product doesn’t run when the user purchases the product with a coupon #3401 - OpenAI – Prompt incorrectly stripping line-breaks #3527 - Outgoing Webhook – PHP error with an invalid header #3552 - Slack – Markdown anchor links not working #3517 - Slack – Slack actions do not pass any errors to the logs #3388 - WooCommerce – “Product categories” tokens not parsing in filter fields #3496 - WordPress – Post published triggers – Erroneously firing when post updates are made to a published post #3485 - WordPress – A user publishes a post is triggering two times #3532 - Zoho Campaign – Support link returns 404 #3494 **Under the hood:** - Automator Core – Additional actions and filters #3490 - Recipe UI – Fix integration order inside a recipe #3256 - Gravity Forms – Framework updated #3364 - Microsoft Teams – Settings page #2843 - Framework fixes #3493 - Recipe UI – Show “View logs” link regardless of the completed runs in publish box #3481 - Review banner – Text updates #3391 - Setup Wizard – Remove pop-up and redirect the user instead #2859 - Setup Wizard – Tightened security #2855 - Recipe UI – Save `title_html` of conditions #3440 ### 4.14.0.1 \[2023-04-24\] **Fixed:** - OpenAI – Handled empty `temperature` and `max_tokens` params #3447 - Paid Memberships Pro – “A user cancels a membership” – Tokens not returning membership details #3450 ### 4.14 \[2023-04-20\] **New Feature:** - Outgoing Webhooks – Response Tokens #3438 **New Integrations:** - [Thrive Quiz Builder](https://automatorplugin.com/integration/thrive-quiz-builder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3112 - [Zoho Campaigns](https://automatorplugin.com/integration/zoho-campaigns/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3045 **New Triggers:** - Thrive Quiz Builder – A quiz is completed #3116 - WordPress – A post is updated #3409 - WordPress – A post in a taxonomy is updated #3411 - WordPress – A post in a taxonomy is published #3407 - WordPress – A user publishes a post #3412 - WordPress – A user updates a post type #3406 **New Actions:** - Zoho Campaigns – Create a list #3080 - Zoho Campaigns – Move a contact to Do-Not-Mail #3079 - Zoho Campaigns – Subscribe a contact to a list #3077 - Zoho Campaigns – Unsubscribe a contact from a list #3078 **New Tokens:** - WhatsApp – Sender’s profile name #3428 - WordPress Download Manager – “A specific file is downloaded” #3395 - User ID - Username - First name - Last name - Email **Updated:** - OpenAI – Now directly communicates with OpenAI to reduce requests timing out #3424 - Outgoing Webhooks – Data formats are now reliably parsed for payload #3437 - WordPress – A type of post is published – Update sentence – A post is published #3408 - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy – Sentence changed to “A user publishes a post in a taxonomy” #3405 - WordPress – Create a post – “Allow comments” toggle added #3400 **Fixed:** - Emails – Send an email – Token adds p tag before and after token value when an action token is used in the To field #3393 - Facebook Groups – “Verify app installation” button bypasses internal check #3416 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product – the Product title now returns all the product titles #3396 - WordPress – Create a post – Action now reliably completes if used with in wp-admin #3444 - Twitter – Reroute user app tweets to use the new endpoint #3430 **Under the hood:** - Add survey on plugin deactivation #3390 - Automator dashboard – Functional guest icon. #3013 - Duplicate “Create a user” action found in both free and pro #3403 - Framework updates #3212 #3213 #3166 - Token parser – The passed variable always wraps the values in `` tags #3394 - Recipe UI – Save `title_html` of conditions #3440 ### 4.13.0.1 \[2023-03-29\] - Recipe UI – Triggers containing a number field break fields that support tokens #3385 ### 4.13 \[2023-03-29\] **New Integrations:** - [Thrive Ovation](https://automatorplugin.com/integration/thrive-ovation/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3114 - [WPCode](https://automatorplugin.com/integration/wpcode/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3324 **New Trigger:** - Thrive Ovation – A testimonial is submitted #3113 **New Actions:** - WPCode – Activate a snippet #3325 - WPCode – Deactivate a snippet #3329 **Added:** - FluentCRM – A contact is added to a list – Contact ID token #3358 - FluentCRM – A contact is set to a specific status – Contact ID token #3358 - FluentCRM – A tag is added to a contact – Contact ID token #3358 **Updated:** - Elementor – WP filter automator\_elementor\_add\_page\_id\_before\_form\_id added to append Page IDs to show duplicate forms #3346 - Emails – Send an email – Now maintains the original formatting of action token content #3369 **Fixed:** - Automator core – PHP Error when the plugin path contains parentheses #3363 - BuddyBoss/BuddyPress – Xprofile – Prefix issue on multisites #3377 - Usermeta token – Not replacing the leading and trailing token brackets when meta is empty #3360 **Internal:** - ActiveCampaign – Move options to options\_callback #3092 - Several text updates #3269 #3267 - Recipe UI – Prevent infinite loop when a token is added in the sentence in a filter #3292 ### 4.12.0.1 \[2023-03-20\] **Fixed:** - Recipe UI – URL field – Text sanitization erroneously removing tokens from the field ### 4.12 \[2023-03-16\] **New Triggers:** - Easy Digital Downloads – A customer purchases a download #3106 - WordPress – A type of post is published #3301 **New Actions:** - OpenAI – Use a prompt to generate text with the GPT model #3305 - WordPress – Add a reply to a comment #3255 **Added:** - WP Simple Pay – “A payment for a form is completed” – Now supports WP Simple Pay Lite #3314 **Updated:** - ClickUp – Update a task – Now let’s you selectively update fields #3286 - ClickUp – Action sentences simplified #3237 - FluentCRM – Change “Add a contact” to “Add/Update a contact” #3291 - Outgoing Webhooks – Now escapes URL field #3327 - Trello – “Add a label to a card” – Allow tokens in Card field #3318 - Trello – Add token support on Due date field #3321 - WordPress – A user publishes a post – Sentence simplified #3253 **Fixed:** - Trello – Connecting to Trellow not working on the recipe page. #3287 - Email – Body sanitizing causing other HTML tags to be removed #3304 - Google Calendar – Improve date handling #3300 - LearnDash – “Complete any lesson for a course” fires like “Complete any lesson in any course” #3312 - WP Simple Pay – Some forms not appearing in dropdown #3260 ### 4.11 \[2023-03-02\] **New Feature:** - OpenAI – Use a prompt to generate an image #3259 **Added:** - Emails – Send an email – “Reply to” field added #3258 **Updated:** - ClickUp – Assignee, Add Assignee, Remove Assignee are no longer required fields #3242 **Fixed:** - ActiveCampaign – Sync now works with triggers Tags dropdown field #3137 - Gravity Forms – Gravity fields & gAppointments fields conflict #3244 - OpenAI – Handle empty response #3252 - Token parsing – Some tokens are not returning values if the action has a delay #3247 - Token parsing – Ending curly brackets in a JSON/Serialized string are erroneously removed #3265 **Under the hood:** - Credit usage text updates #2912 #2915 #2920 #3023 - New notifications – 0, 25 and 100 app credits left #3014 #3015 #3016 ### 4.10.0.1 \[2023-02-17\] **Updated:** - Excerpt token – Allow emoticons and other non-word characters #3235 - Excerpt token – Manually populated excerpts are no longer truncated #3235 - Excerpt token – Word count increased from 15 to 25 when excerpt is generated automatically #3235 - OpenAI – Show API key connected #3229 **Fixed:** - Emails To field – Sanitization dropping comma when comma-separated emails are added #3238 ### 4.10 \[2023-02-14\] **New App Integrations:** - [ClickUp](https://automatorplugin.com/integration/clickup/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2872 - [OpenAI](https://automatorplugin.com/integration/openai/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3186 - [Trello](https://automatorplugin.com/integration/trello/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2894 **New Plugin Integration:** - [Wholesale Suite](https://automatorplugin.com/integration/wholesale-suite/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2948 **New Triggers:** - Wholesale Suite – A wholesale lead is created #2929 - Wholesale Suite – A wholesale order is received from a user with a specific role #2931 **New Actions:** - ClickUp – Add a comment to a specific task in a specific list in a specific folder in a specific space in a specific team #2967 - ClickUp – Add a specific tag to a specific task in a specific list of a specific space #2998 - ClickUp – Create a list in a specific folder in a specific space in a specific team #2999 - ClickUp – Create a task in a specific list in a specific folder in a specific space in a specific team #2950 - ClickUp – Delete a specific task #2951 - ClickUp – Remove a tag from a specific task in a specific list of a specific space #3000 - ClickUp – Update a task in a specific list of a specific space #2965 - LinkedIn – Publish a post with an image to a LinkedIn page #2960 - OpenAI – Use a prompt to generate text #3187 - Trello – Add a comment to a card #2995 - Trello – Add a label to a card #2991 - Trello – Add a member to a card #2996 - Trello – Create a card #2989 - Trello – Create a checklist item in a card #2990 - Trello – Update a card #2994 - Wholesale Suite – Approve a wholesale lead #2930 **Added:** - Facebook Pages – Support “Image ID” on the “Image URL” field as we are doing with Instagram #3207 - Twitter – For the “Post a tweet to Twitter” action, support “Image ID” on the “Image URL” field as we are doing with Instagram #3204 **Updated:** - WordPress – Excerpt token now returns first 15 words #3205 - Groundhogg – “Add a tag to the user” action – Create the tag if it doesn’t exist #3161 **Fixed:** - Facebook Pages – Change the resend button to use the latest credentials from the DB #3225 - Formidable Forms – Entry tokens now work reliably #3222 - GamiPress – “A user earns an achievement”: change the second field “Any” option to “Any award” #3144 - LearnDash – A user completes a topic now fires reliably #3173 - LearnDash – A user completes a lesson was executing multiple times in a certain situation #3135 - Premium integrations no longer check for a connection on extra pages when disconnected #3203 - WooCommerce – A user views a product – Product title token now parses the title #3141 **Under the hood:** - Instagram – Fixed some PHP Notices #3152 - Add an icon next to the “Requires Uncanny Automator Pro” text on Integrations page #3177 - Premium integrations – Settings page code refactor #3138 - Recipe UI – Populate repeater when parent field changes #3201 ### 4.9.0.1 \[2023-02-02\] **Fixed:** - Google Sheets – Settings page now uses same connection status function as Recipe UI #3162 - Google Sheets – Resend data button now uses updated access token with each request #3189 - Twitter – Re-added deprecated action removed in v4.9 #3165 - Set-up Wizard – No longer shows site as connected when not connected in some situations #3019 - Recipe Logs – Shows trigger completion time instead of recipe completion time when the trigger is run multiple times #3182 - Recipe UI – Unable to remove missing conditions (Automator Pro) #3102 **Under the hood:** - Instagram – Now loads Instagram accounts in order; added “refresh” button #3099 - Tokens – Postmeta – Fixes parsing of tokens without Trigger ID #3170 - Recipe UI – Can’t select “any” option, stuck on default “all” in Safari #3156 - Recipe UI – Field: `is_hidden` doesn’t hide column in repeater field #3002 - Recipe UI – Several enhancements to AJAX fields for future releases #3082 - Recipe UI – Show field labels in conditions (Automator Pro) #2821 - Field sanitization is now based on the field type #3150 ### 4.9 \[2023-01-18\] **New App Integrations:** - ConvertKit #3042 - Drip #3041 **New Plugin Integrations:** - Thrive Apprentice #3044 - Thrive Leads #3043 **New Triggers:** - Thrive Apprentice – A user completes a lesson in a course #3063 - Thrive Apprentice – A user completes a module in a course #3064 - Thrive Leads – A form is submitted #3053 - Thrive Leads – A registration form is submitted #3074 - Thrive Leads – A user submits a form #3076 **New Actions:** - ConvertKit – Add a subscriber to a form #3048 - ConvertKit – Add a subscriber to a sequence #3062 - ConvertKit – Add a tag to a subscriber #3051 - ConvertKit – Remove a tag from a subscriber #3052 - Drip – Add a subscriber to a campaign #3124 - Drip – Add a tag to a subscriber #3056 - Drip – Create or update a subscriber #3055 - Drip – Delete a subscriber #3059 - Drip – Remove a subscriber from a campaign #3060 - Drip – Remove a tag from a subscriber #3057 - Drip – Unsubscribe a subscriber from all the mailings #3058 **New Tokens:** - Paid Membership Pro – Additional Membership tokens added #3029 - Membership title - Membership ID - User ID - Discount code - Discount code ID - Subscription ID - Subscription amount - Subscription period - Subscription cycle number - Subscription start date - Subscription end date - Uncanny Codes #3005 - Code **Updated:** - WP Mail SMTP Pro – Integration now only shows if WP Mail SMTP Pro is active #3119 - Facebook, Instagram and LinkedIn – Now supports multiple line breaks #3035 - Help Scout – A conversation receives a reply from a customer – Add “Any conversation” option #2982 - Help Scout – A conversation receives a reply from a customer – Update sentence to “A conversation in a specific mailbox receives a reply from a customer” #2983 - Help Scout – A satisfaction rating is received – Add option to select the rating AND update sentence #2984 - Popup Maker – Convert action to require user data #3007 - Twitter – Optionally use your own app instead of Automator for a higher rate limit #2992 - WordPress – A user publishes a post in a taxonomy – Change default post type to post #2976 - Zoom – Support for recurring Meetings and Webinars #3131 **Fixed:** - WooCommerce triggers – The Product price token is empty in “A user views a product” and it is returning a string in “A user completes, pays for, lands on a thank you page for an order with a product” #2975 - ActiveCampaign – PHP 8 Error when tags are empty #3090 - Google Calendar – Date is no longer ‘Y-m-d’ format but uses WP settings #3050 - HubSpot – Refresh token no longer generate multiple requests on page load when not connected #3071 - Mailchimp – Add a contact to an audience – Group field not working when user exists #3047 - WPForms – Several PHP notices #2987 **Under the hood:** - Closure – Added filter `automator_run_closure_uoa_redirect` to optionally not load redirect script #3094 - Facebook Groups – User info endpoint route updated #3125 - Facebook Pages – User info endpoint route updated #3129 - Recipe Builder – Close button on Select a recipe type modal #2922 - Recipe Builder – Fix inconsistent behaviour with RTL languages in trigger, action and condition sentences #2971 - Settings UI – Added an option to copy values to the clipboard on some Settings pages #2947 ### 4.8 \[2022-12-08\] **New App Integration:** - [Help Scout](https://automatorplugin.com/integration/help-scout/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2759 **New Plugin Integration:** - [WS Form LITE](https://automatorplugin.com/integration/ws-form-lite/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2864 **New Feature:** - Recipe UI – Added support for choosing whether to run recipes when ALL triggers are completed or ANY trigger is completed (when recipes include at least 2 triggers; previously all triggers in a recipe had to be completed) #2515 **New Triggers:** - Help Scout – A conversation receives a reply from a customer #2848 - Help Scout – A conversation’s tags are updated #2832 - Help Scout – A note is added to a conversation #2888 - Help Scout – A satisfaction rating is received #2849 - WP All Import – An import is completed #2841 - WS Form LITE – A form is submitted #2862 - WS Form LITE – A user submits a form #2863 **New Actions:** - Help Scout – Add a tag to a conversation #2833 - Help Scout – Create a conversation in a mailbox #2850 **New Tokens:** - Amelia – Coupon data #2891 - Coupon code - Coupon service name - Coupon time used - Coupon usage limit - Coupon expiration date - Coupon event name - Coupon deduction - Coupon discount - GiveWP – A donation is made via a form – Donation & Payment ID #2826 - WooCommerce – Shipping method #2869 **Updated:** - Emails – Added description for “To” field #2925 - Easy Affiliate – Record a sale for an affiliate in Pro – Affiliate action token now works #2858 - Formidable – Split tokens for Name field #2945 - GamiPress – A user attains a rank – Add Any rank option #2899 - Mailchimp – Add a contact to an audience returning Completed, do nothing even though options are valid #2873 - Recipe UI – Several ID tokens type switched to `int` instead of `text` for easier selection in Tokens dropdown #2957 **Fixed:** - BuddyPress – Add the user to a group – Not working if the user is from the user selector #2901 - WordPress – A user views a custom post type – Add a condition to check user id #2845 - Zoom Webinar – Action dropdown fix #2953 - Zoom settings pages hows escaped HTML messages #2844 **Under the hood:** - Automator text domain (translation files) now loads reliably if user’s language and site language are different #2892 - PHP error on WordPress 5.2: Added fallback to `wp_timezone_string()` if it doesn’t exist #2882 - Purge – Purging now remove results more reliably #2889 - Outgoing Webhooks – New filter to allow non-stripping of quotes - `automator_send_webhook_get_fields_should_strip_quotes` #2893 - Action Traits – Add $helper method #2860 - Add Upgrade to Pro menu entry #393 - Automator core – Add a filter to override find\_all matching criteria #2932 - Allow external namespace to be used for plugin integrations #2927 - LearnDash – Helpers updated to support new actions in Pro #2952 - Recipe Logs – Now shows ‘In progress’ instead of Not completed #2940 - Recipe Logs – Standardize error messages for Twitter integration #2909 - Recipe UI – Prevent select2 scripts added by WooCommerce from loading #2877 - Recipe UI – Item sentence – Now displays empty if the field has no value #1262 - Recipe UI – Loading animation added when deleting a condition #1901 - Remove automator.css if not used, or dequeue for non-admins #2883 - Action tokens – Parsing as an empty string `''` when the value is `0`, `'0'`, `''`, etc. #2955 - Usage report – Fixed PHP error when running cron #2875 - Add new parameters to Upgrade to pro links #2934 ### 4.7 \[2022-11-10\] **New Integrations:** - [Jetpack CRM](https://automatorplugin.com/integration/jetpack-crm/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2644 - [WP All Import](https://automatorplugin.com/integration/wp-all-import/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2760 **New Triggers:** - Gravity Forms – An entry for a form is updated #2777 - Jetpack CRM – A company is created #2765 - Jetpack CRM – A contact is created #2682 - MailPoet – A form is submitted #2790 - WP All Import – A type of post is imported #2806 **New Actions:** - Jetpack CRM – Add a tag to a company #2766 - Jetpack CRM – Add a tag to a contact #2764 - Jetpack CRM – Create a contact #2763 **New Common Token:** - Site tagline #2828 **New Trigger Token:** - WordPress – “A user publishes a type of post with a taxonomy term in a taxonomy” – Author ID #2791 **Added:** - Recipe UI – Support for custom values in Conditions (Pro) #2550 **Updated:** - ActiveCampaign – Add a contact to ActiveCampaign & Add the user to ActiveCampaign – First name and Last name fields are no longer required #2817 - Recipe Logs – Added integrations icons #2677 - Zoom – Convert integration to OAuth as JWT is being deprecated #2756 **Fixed:** - FluentCRM – Add the user to a list – Error on PHP 8.x in some situations #2818 - MailPoet – Add a subscriber to a list – Contact is now automatically set to subscribed status when selected, even if email confirmation is disabled #2768 - Outgoing Webhooks – Leading hidden characters or space no longer causes header parameters to be merged #2809 - Uncanny Groups – Improved reliability of LearnDash Group ID validation when WPML is enabled #2774 - Uncanny Toolkit – A user’s time in a course exceeds a specific number of minutes – Added LearnDash dependency check #2799 - WhatsApp – Webhook parameter key not working if permalinks set to plain #2816 - Zoom – PHP Error on some sites if a newer JWT library is available #2797 **Under the hood:** - Redirect to Setup Wizard on activation instead of Dashboard if the site is not connected #2830 - Actionify Triggers – Improved method for hooking into WordPress do\_actions for triggers #2778 - Automator Core – Improved PHP 8.1+ compatibility #2789 - Automator Core – Several under the hood improvements #2805 - Recipe UI Field – `int`/`float` – Support `min_number` and `max_number` attributes #2801 - System status – Additional data added #2811 - Trigger Traits: Added set\_helper() method #2772 ### 4.6.0.1 \[2022-10-26\] **Fixed:** - Webhooks – Receive data from a webhook (Automator Pro only) – Legacy tokens are shown as invalid in some situations #2785 ### [4.6 \[2022-10-19\]](https://automatorplugin.com/action-tokens/) **New Feature:** - Action tokens – Actions now generate tokens for subsequent actions, enabling powerful automations where actions are linked and build upon each other #1312 **New Triggers:** - Uncanny Groups – A number of seats greater than, less than, equal to, not equal to a specific number are added to an Uncanny group #2658 - Uncanny Groups – A number of seats greater than, less than, equal to, not equal to a specific number are removed from an Uncanny group #2659 - WP Simple Pay – A subscription for a form is created #2697 **New Trigger Tokens:** - WooCommerce – Order fees, Order shipping #2670 - WooCommerce – Product price in all Product triggers #2669 **New Action Tokens:** - Facebook Groups #2741 - Publish a post to a Facebook group - Link to Facebook post - Publish a post with an image to a Facebook group - Link to Facebook post - Share a link with a message to a Facebook group - Link to Facebook post - Facebook Pages #2742 - Publish a post to a Facebook page - Link to Facebook post - Publish a post with an image to a Facebook page - Link to Facebook post - Share a link with a message to a Facebook page - Link to Facebook post - LearnDash #2723 - Create a group - Group ID - Group course IDs - Group courses - Group Leader emails - Slack #2720 - Create a channel - Channel ID - Twitter #2744 - Post a tweet to Twitter - Link to Tweet - Uncanny Groups #2721 - Create an Uncanny group - Group ID - Group course IDs - Group courses - Group Leader emails - Uncanny Codes #2722 - Generate a batch of codes for Automator - Generated codes - Batch ID - WordPress #2719 - Create a post - Post ID - Post URL - Post edit URL - Add a new role to the user’s roles - List of user’s roles - Change the user’s role to a new role - List of user’s roles **Added:** - Duplicate recipe – Support for action tokens #2758 - Outgoing Webhooks – “Data type” field added to define the type of the value #2673 - Outgoing Webhooks – Now logs 20x, 30x, 40x and 50x statuses, if returned by the destination server #2672 - Recipe UI – Support adding an empty conditions block before adding an action #2709 **Updated:** - Autonami renamed to FunnelKit Automations #2739 - HubSpot & Recipe logs – More descriptive error messages in logs #2737 - The Event Calendar – Attendee tokens are now parsed reliably #2711 - WordPress – Post excerpt token now auto-generates excerpt when no excerpt exists #2724 **Fixed:** - CEU – Award a number of custom CEUs to the user – Decimal values now supported #2692 - Gravity Forms – Fixed “list” and “multi-select” token parsing #2665 - Elementor – Tokens only appear if the page is published #2718 - MailPoet – Add a subscriber to a list – Do not send confirmation email checkbox now adds subscriber directly to list with “Subscribed” status - MailPoet – Add a subscriber to a list now adds the selected status #2761 - MasterStudy LMS – A user completes a course – Not firing in some situations #2687 - Recipe UI – User selector – “Role” field label missing #974 **Known issues:** - MailPoet – Add a subscriber to a list – Email confirmation when subscribing a user to a list is bypassed even if the user is sent a confirmation email **Under the hood:** - Action logs – Fixed In progress status display in action #2701 - Automator Free – Setup wizard – Updated branding #2674 - Duplicate recipe – No longer breaks if there are no tokens in a recipe #2749 - Duplicate recipe – Now duplicates actions in a recipe with no triggers #2753 - Duplicate recipe – Now properly updates ID of the Magic button and Magic link triggers #2754 - Input parser – Uncaught TypeError: `strpos()``: Argument #1 (``$haystack`) must be of type `string`, `array` given #2745 - PHP Deprecated: Constant `FILTER_SANITIZE_STRING` is deprecated – PHP 8.1 #2751 - Recipe Traits\\Filters: Added PHPDoc Comments, and formatted “$this->explain` to make clearer. Also supports number conditions #2703 - Recipe UI Field – `create_field`‘s `input_type` is hard-coded to `int` even when `float` is used #2733 - Recipe logs – Display “Deleted user” message when a log entry references a user that was subsequently deleted #2685 - Slack – Uncanny Automator App icon updated ### 4.5.0.2 \[2022-09-29\] **Fixed:** - JetFormBuilder – Email fields in forms now appear as email tokens #2662 - JetFormBuilder – Handle `:` in dynamic tokens #2662 - WordPress – Create a post – Shortcodes are no longer parsed before the post content is saved #2667 **Under the hood:** - Notification – Hide notification if Automator Pro is installed #2654 - Google integrations – Added “Sign in with Google” branding ### 4.5.0.1 \[2022-09-23\] **Fixed:** - Automator core – Triggers added before v3.0 (May 2021) in a recipe now trigger reliably #2661 ### [4.5 \[2022-09-21\]](https://automatorplugin.com/automator-4-5-surecart-advanced-ads-jetformbuilder-download-manager/) **New Integrations:** - [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2460 - [JetFormBuilder](https://automatorplugin.com/integration/jetformbuilder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2599 - [SureCart](https://automatorplugin.com/integration/surecart/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2519 - [WordPress Download Manager](https://automatorplugin.com/integration/wp-download-manager/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2461 **New Triggers:** - Advanced Ads – An ad is set to a specific status #2495 - Fluent Support – A user’s ticket receives a reply from an agent #2470 - Gravity Forms & Uncanny Groups – A form is submitted with a key from a specific group #2077 - JetFormBuilder – A form is submitted #2533 - JetFormBuilder – A user submits a form #2535 - SureCart – A user purchases a product #2525 - WP Download Manager – A specific file is downloaded #2497 - WP Simple Pay – A payment for a form is completed #2584 - WordPress – A user logs out of a site #2594 **New Actions:** - Advanced Ads – Set an ad to a specific status #2496 **New Tokens:** - New token category – Date #2583 - bbPress – Guest name and website #2501 **Added:** - Automator admin bar menu – Entry added for Settings #2580 - Database tools – Button to Reset Automator log tables and Drop individual VIEWS #188 - Gamipress – “Award an achievement to the user” – Now implements “Maximum Earnings Per User” setting #43510 #2621 - Webhooks – `automator_webhook_action_completed` action hook added to enable developers to parse Webhook response #43601 #2635 **Updated:** - Recipe Logs – Improved UI #2527 #2604 #2616 #2620 #2614 - Tools – Improved UI #2499 - Gravity Forms & WPForms – Now generate tokens for both dropdown values and dropdown labels #36803 #1498 - Tutor LMS – Mark a lesson complete for a user – Added support for “All lessons” option (Pro) #43132 #2597 - Twitter – Post a Tweet – Updated field description #2595 - User IP token – Now parses reliably if proxy is used #42751 #2531 - WP Simple Pay – “A user completes a purchase with a form” deprecated #2585 - Webhooks – Send data to a webhook – Handle 200 response code with error message #2639 **Fixed:** - Automator Dashboard – PHP warning: Undefined array key #2630 - Emails – Send an email – PHP Error when body field is empty #42885 #2570 - Gravity Forms – Token parsing of Advanced fields #2547 - Hide empty Automator menu for non-admins #2582 - Recipe UI – Fix Calculation token consistency issues with TinyMCE #2500 - Redirect closure – URL no longer breaks with ampersand usage #43463 #2618 - WordPress – A user creates a post – PHP Notice when post\_author is not available #2567 - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy – Now works if there are multiple triggers in a recipe and are draft #2633 **Under the hood:** - Automator Dashboard – Guest icon updated #2111 - Automator UI – Some assets missing on new installs #2492 - Automator web component – uo-button onclick does not honor return confirm #2532 - Class Actionify\_Triggers – Reduced unnecessary do\_action hooks when the trigger is in draft #2625 - Dashboard – Reduced credit queries to the API #2605 - Incoming premium triggers – Check if Pro license is active when an incoming trigger should be charged #2557 - Recipe UI – Group actions by condition support for Automator Pro (Pro 4.5) #1414 - Recipe UI – Conditions list – Sentences are now sorted alphabetically (Pro) #2518 - Recipe UI – Set options\_show\_id default to true #2598 - Recipe logs – Improved MySQL query sanity checks #2623 - Recipe logs – Reduced number of queries by merging some queries #2628 - Updated `Automator_Status` to add WhatsApp action status #2624 - `maybe_validate_trigger_without_postid` no longer breaks unit tests. Updated unit tests #2559 #2558 ### 4.4.0.1 \[2022-08-25\] **Fixed:** - Elementor Pro – Tokens are now parsed reliably if the field value is changed during form processing using filte #2537 - FluentCRM – Updated trigger matching logic to fix Automator Pro triggers #2548 - Gravity Forms – “Time” type field token now parsed reliably #2551 **Under the hood:** - Filter `automator_usermeta_token_parsed` – User meta key parameter added #2561 - “Everyone” recipes no longer stuck “In Progress” in specific situations #2554 ### [4.4 \[2022-08-23\]](https://automatorplugin.com/new-integration-whatsapp/) **New Integration:** - [WhatsApp](https://automatorplugin.com/integration/whatsapp/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1932 **New Triggers:** - WhatsApp – A message is received #2504 - WhatsApp – A message to a recipient is not delivered because they have not opted in #2201 - WhatsApp – A message to a recipient is set to a specific status #2503 - WhatsApp – A message to a recipient was not delivered #2505 **New Actions:** - WhatsApp – Send a WhatsApp message template to a number #2208 - WhatsApp – Send a WhatsApp message to a number #845 **Added:** - Fluent Forms – “File upload” field token now returns a valid URL #2516 - Recipe UI – Trigger/Action sentences now show field labels when populated #2465 **Fixed:** - Background processing – Action running twice if server cron is used instead of WordPress cron #2539 - Background processing – PHP error when background actions are tested during daily system health check #2544 - FluentCRM – “A tag is added to a user” trigger now fires reliably #2477 - Recipe UI – Now displays translations as expected if user language is different than site language #2491 - Recipe UI – Dropdowns inside a repeater field now support custom values #2540 - WordPress – “A user views a post” no longer fires on archive pages #2508 **Under the hood:** - Dashboard – Displayed credits remaining now more accurate #2507 - Zapier – Logo updated #2498 - PHP Notice – array key `action_log_id` in `class-automator-recipe-process-complete.php` #2480 - `Traits_Recipe_Filters` – Added `string_comparison` logic #2485 ### [4.3 \[2022-08-11\]](https://automatorplugin.com/automator-4-3-over-100-integrations-for-wordpress-automation/) **New Integrations:** - [Airtable](https://automatorplugin.com/integration/airtable/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2346 - [Easy Affiliate](https://automatorplugin.com/integration/easy-affiliate/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2353 - [Emails](https://automatorplugin.com/integration/emails/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2377 - [KonnectzIT](https://automatorplugin.com/integration/konnectzit/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2300 - [LinkedIn Pages](https://automatorplugin.com/integration/linkedin-pages/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2292 - [Make](https://automatorplugin.com/integration/make/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2415 - [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2389 **New Triggers:** - Easy Affiliate – A new sale is recorded for an affiliate #2349 - Easy Affiliate – An affiliate is added #2371 - Uncanny Codes – A code batch is created #2383 - WP Mail SMTP Pro – An email with specific text in the subject is opened #1868 **New Action:** - Airtable – Send data to Airtable #2414 - FluentCRM – Add a tag to a contact #2256 - KonnectzIT – Send data to KonnectzIT webhook #2299 - LinkedIn – Publish a post to a LinkedIn page #2294 - Mailchimp – Add a contact to an audience #2378 - Mailchimp – Add a note to a contact #2380 - Mailchimp – Add a tag to a contact #2381 - Mailchimp – Remove a tag from a contact #2248 - Mailchimp – Unsubscribe a contact from an audience #2379 - Make – Send data to Make webhook #2417 - Uncanny Codes – Generate a batch of codes for Automator #1437 **New Tokens:** - LearnDash course triggers – Course access expiry date #2304 **New feature:** - Premium actions can now be re-sent from detailed recipe log popup #2252 **Added:** - Advanced settings page - Automator cache can now be enabled/disabled #2428, #2281 - Recipe UI – Ability to duplicate an action #2420 - Recipe UI – “Delay” button now visible when Automator Pro is not active #2408 - WordPress – “Create a post” action now supports adding taxonomy and terms to the created post #2318 **Updated:** - “Send an email” action moved from WordPress to Emails #2400 - Closure – Redirect now works more reliably with ajax form submissions #2339 - Facebook Groups – Improved support for line breaks and paragraphs in editor #2335 - Facebook Pages – Improved support for line breaks and paragraphs in editor #2330 - Featured image URL – Token now returns full-size image URL instead of thumbnail URL #2438 - Google Sheets – “Get columns” now keeps existing values #2295 - Recipe UI – Cancel buttons now only close the respective trigger/action #2307 - Recipe UI – Disabled ability to drag Triggers and Actions metaboxes #2160 - Recipe UI – Conditions are now duplicated when a recipe is duplicated #2120 - Recipe UI – IDs, URLs, and email tokens are now displayed correctly in their corresponding fields #2410 - Recipe UI – Duplicating a recipe now keeps the original live/draft status of triggers and actions #353 - WP-Admin – Automator menu item “Recipe logs” renamed to “Logs” #2451 - WP-Admin – Trigger log and Action log removed from Automator menu #2375 - In-plugin branding updates #2391 **Fixed:** - “All Recipes” page now shows colorful indicators for live/draft recipe parts #2433 - Automator Core – Tokens are now parsed reliably when a recipe contains more than one of the same trigger #2453 - Automator UI – Conflict with jw-player-plugin-for-wordpress #2368 - Fluent Forms – PHP Warning for foreach() loop #2398 - Google Calendar – Misleading error message #2372 - Recipe UI Field – Multi-selects that use AJAX now load options reliably #2394 - WordPress – “Any” option is now listed as the first item on post type dropdown #2449 **Under the hood:** - Automator core – Background processing automatically disabled if unsupported #2456 - Automator API – Added DB table and view to store API logs #2252 - GoToTraining/Webinar – Now use Automator API for improved reliability and retries #2429 - Migration scheduling – Activation hooks added #2457 - New filter: `automator_conflictive_assets` to dequeue site-specific scripts and styles that may conflict with the recipe UI #2439 - Updated token framework #116 #118 #119 #130 - Usage reports – Added detailed recipe information #2455 - Token Parser – PHP 8 issue when a token is used in a recipe sentence #2365 - Tools – `automator_log` now shows debug files in the admin #2443 - `Trait_Recipe_Filters` updated #2364 ### 4.2.1.1 \[2022-07-21\] **Updated:** - Background Processing – Additional validation added when REST APIs are set to private or disabled by 3rd-party plugins #2359 **Fixed:** - Automator core – Improved compatibility with 3rd-party Automator Integrations #2360 ### 4.2.1 \[2022-07-19\] **Updated:** - Background Processing – Added REST API validation before activating the setting on sites #2293 - Settings – Tabs now redirect back to themselves after saving #2301 - WordPress – “A user submits a comment on a post” gains improved compatibility with wpDiscuz #2283 **Fixed:** - MemberPress Courses – PHP error when Automator Pro is active #2297 - Scheduled Actions – Changed priority to accommodate Background processing when Automator Pro is active #2327 - Recipe UI + FluentCRM – Dequeue conflictive scripts and styles in recipe builder #2311 - Recipe UI – Fix spacing between icons and text in #2309 - Recipe UI – Dequeue select2 added by Event Tickets & Studiocart #2323 ### 4.2 \[2022-07-12\] **New Integrations:** - [Pabbly Connect](https://automatorplugin.com/integration/pabbly-connect/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2266 - [Studiocart](https://automatorplugin.com/integration/studiocart/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1697 **New Triggers:** - Mailpoet – A user submits a form #217 - Studiocart – A user completes an order for a product #2210 - Studiocart – A user purchases a product #2226 - Studiocart – A user’s order for a product is refunded #2227 - Uncanny Groups – A group is created #1478 **New Action:** - Pabbly Connect – Send data to Pabbly Connect #2212 **New Tokens:** - WooCommerce: - Product SKU #2179 - Product categories #2190 - Product tags #2191 - WordPress – Additional tokens in all Post/Page/Comment type triggers: #2209 - Post/Page ID - Post/Page content - Post type - Post/Page author first name - Post/Page author last name - Post/Page author display name - Post/Page author email **Added:** - Automator Core – Premium Integrations and Webhooks now run asynchronously #1797 **Updated:** - All Recipes list – All actions are listed in recipe order #2007 - Automator Core – Improved performance on high data & traffic sites #2149 - Automator Core – Review Banner – Several UI upgrades #2229 - Instagram – Permissions errors are now properly reflected in Recipe logs #2272 - Instagram – Permissions/scopes validation added before making the action available in recipes #1606 - Instagram – Recipe logs now reflect an error if the Instagram account is delinked from Facebook #2273 - Mailchimp – “Send an email campaign” – “From” drop-down description added #1451 - Recipe UI – “Use a token/custom value” added in token drop-down for several actions #1742 - Recipe UI – JSON strings are now supported in fields #2203 - WordPress – “A user’s post receives a comment” – Duplicate “Any” options removed #2182 - WordPress – All triggers now have standard post/page/comment tokens #2209 - WordPress – Triggers with apost type option now list all post types #2180 **Internal:** - Automator Core – `automator_before_process_action` do action, `automator_maybe_parse_replaceable` filter #2194 - Automator Core – Duplicate Action “code” conflict in a specific situation #2207 **Fixed:** - Automator Closure – Usermeta in redirect URL now parses reliably #2251 - BuddyBoss – Profile field tokens now parses as comma-separated string instead of `Array` #2221 - Elementor – PHP 8.x+ error when email token is used on the “To” field of send an email action #2214 - Facebook Settings – Nonce verification fixed #2263 - WordPress – “A user submits a comment on a post” firing for all custom post types #2259 - WPForms – Multiple select field token now separates data by comma instead of new line #2225 - Warning – URL redirect in WP-CLI mode #2231 - WordPress – “A user publishes a post with a taxonomy term in a taxonomy” now lists all post types reliably #2196 - WordPress – “A user publishes a type of post with a taxonomy term in a taxonomy” now parses tokens reliably #2245 - WordPress – “A user views a custom post type” firing on any post #2243 ### 4.1.1.1 \[2022-06-29\] **Fixed:** - Recipe UI – Fix fallback for unsupported regular expressions by Safari #2199 **Internal:** - Settings UI – Icon assets updated #2156 ### 4.1.1 \[2022-06-22\] **New Tokens:** - LearnDash – Course status #2138 - LearnDash – Course completion date #2130 - WooCommerce – Order date #2175 **Added:** - Upsell Plugin – “A user purchases a product” – Filter `automator_upsell_order_use_current_logged_user` to override customer email with logged in user email #2096 - WishList Member – Any membership level option added in triggers #2076 - Action Logs – Allow anchor links in recipe logs #2118 **Enhanced:** - Google Sheet Permissions enhancement #2075 **Updated:** - Google Calendar – str\_contains switched to strpos for PHP backwards compatibility #2153 - Mailchimp – “Create and send a campaign” now supports fullpage HTML #2135 - Action Logs – Display “Out of credits” error for users with zero credits #1203 - Disable Automator plugin activation redirect in some situations #2137 **Fixed:** - Automator Core – WP\_Rewrite usage conflict in a specific situation #2161 - Google Sheets – PHP Error if `$fields` are `empty` or `null` on PHP 8.x #2167 - Gravity Forms – The field “Date” is having problems #2133 - WordPress Core – “A user publishes a type of post with a taxonomy term in a taxonomy” now displays all public and private post types #2169 - Delay Modal – Hour selection is not displaying #2128 - Premium API Integrations – Unnecessary HTTP API calls fixed when user is unauthenticated #2127 - PHP Notices – “Attempt to read property of `post_type`” in a few triggers #2185 - Recipe UI Field – TinyMCE textarea is deleting content on save #2146 - Remove extra spaces from some token names #2177 **Internal:** - Automator Core – Trigger Filters Trait – Add a way to filter multiple trigger conditions #2105 ### 4.1 \[2022-06-08\] **New Integrations:** - [Autonami](https://automatorplugin.com/integration/autonami/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1977 - [Fluent Support](https://automatorplugin.com/integration/fluent-support/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2003 - [Google Calendar](https://automatorplugin.com/integration/google-calendar/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2049 **New Triggers:** - Amelia – A guest registers for an event #2028 - Amelia – A User registers for an event #2030 - Autonami – A contact is added to a list #1963 - Autonami – A tag is added to a contact #1962 - Autonami – A tag is added to a user #1958 - Autonami – A user is added to a list #1959 - Fluent Support – A ticket is closed by a customer #2010 - Fluent Support – A ticket is opened by a customer #2009 - Fluent Support – A ticket receives a reply from a customer #2011 - GamiPress – A user earns greater than, less than, greater than or equal to…etc. a number of a specific type of points in a single transaction #1929 - Uncanny Toolkit Pro – A user’s time in a course exceeds a specific number of minutes #1997 **New Actions:** - Autonami – Add a tag to a contact #2013 - Autonami – Add a tag to the user #2012 - Google Calendar – Add an attendee to an event in a Google Calendar #1986 - Google Calendar – Add an event to a Google Calendar #1985 - Google Calendar – Remove an attendee from an event in a Google Calendar #1987 - Uncanny Toolkit Pro – Reset a user’s time in a course #1998 - WordPress – Add a WordPress data erasure request for a user #1411 **New Tokens:** - Common – Current site ID (Multisite and for Pro users only) #2042 - Elementor – Form ID and Form title tokens added #2053 - GiveWP – Comment and Currency #1646 **Updated:** - Automator API – Filter added to change timeout #1922 - Dashboard – Replace “Disconnect account” with “Manage license” #2094 - Facebook Groups – Disconnect account now revokes permissions #1911 - Facebook Groups – New admin notice and reauthentication option for expiring credentials #1964 - Google Sheets – “Create a new row”: Filter out empty drives (key/options) that are rendering for some users and causing a JS error #1943 - Google Sheets – “Create a new row”: Support for Shared drives #1943 - Google Sheets – Settings page #2034 - Gravity Forms – Token parser: Filter added for external hooks #2023 - Improved string translations #1981 - LifterLMS – Remove the user from a membership – “All memberships” option added #1848 - Mailchimp – “Add tag to user” now also adds the user to the associated list if they’re not already a member #832 - Recipe UI Field – Dropdown now sets the visibility of the option ID #2086 - Recipe UI Time Field – Format time using WordPress setting (only frontend) #2050 - Recipe UI TinyMCE Field – Now fully supports HTML templates #1946 - Slack – Only fetch channels to which members have access #1999 - Webhooks – “Send data to a webhook” now displays a Webhooks response if “Send test” fails #2062 - WPForms – Entry tokens parsing message updated for WPForms lite users #1830 **Fixed:** - Automator Core – “An Automator recipe completes with errors” will not fire erroneously with skipped actions #2019 - BuddyBoss – “A user replies to a topic in a forum” tokens now reliably return data when “Any” option is selected #1948 - BuddyBoss – Date tokens in Date fields are now parsed reliably #1873 - BuddyPress – Token now returns properly formatted dates #1978 - Dashboard – “Sorry, you are not allowed to access this page” when connecting a site #2074 - Instagram – Line breaks in captions now works reliably #2063 - Instagram – User max limit reach shows status as completed where it should show as complete with error. #2079 - Google sheets – Google drive shared drives now shows in the list #2002 - Usage Reports – Some sites reporting more than once a week #2017 - Usage Reports – Switching on/off now works reliably #2109 **Internal:** - API: Google Calendar – Set-up and finalize new API Endpoints #1988 - Filter – `automator_postmeta_token_parsed` added #2090 - Google Calendar: Settings page #1989 - In-Plugin Notifications – Allow 1 button notifications #1924 - In-plugin notifications – Automatically add utm tags to button urls #1976 - In-plugin notifications – Hide notifications on Settings page #1926 - In-plugin notifications – Validate buttons text before displaying them #1927 - `add` keyword in the filename falsely taken as integration file #2035 - `automator_before_trigger_completed` changed to `automator_before_maybe_trigger_complete` in trait-triggers.php #2021 ### 4.0.1 \[2022-05-12\] **Fixed:** - Recipe UI – “A user publishes a type of post with a taxonomy term in a taxonomy” – Token issue prevented some action fields from rendering #1968 ### 4.0 \[2022-05-09\] **New Integrations:** - [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1884 #1885 - [Facebook Groups](https://automatorplugin.com/integration/facebook-groups/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1174 **New Triggers:** - Advanced Coupons – A user spends {greater than, less than, or equal to} {a specific amount} of store credit #1885 - Advanced Coupons – A user receives {greater than, less than, or equal to} {a specific amount} of store credit #1884 - Events Manager – An attendee registers for an event #1858 - Events Manager – A user registers for an event #1866 - Gravity Forms – A user submits a form with a code from a specific batch (Uncanny Codes required) #1878 - Mailchimp – A contact is added to an audience #1785 - Mailchimp – A contact email is changed #1788 - Mailchimp – A contact is unsubscribed from an audience #1786 - PeepSo – A user updates a specific field in their profile #1766 **New Actions:** - Facebook Groups – Publish a post to a Facebook group #1174 - Facebook Groups – Publish a post with an image to a Facebook group #1174 - Facebook Groups – Share a link with a message to a Facebook group #1174 - Optinmonster – Show a campaign #1864 **Added:** - Events Manager – Several new tokens added #1857 - WP Job Manager – “Job ID” token added in triggers #1807 - Mailchimp – Webhooks settings page #1791, #1815 - In-plugin notifications #1715 - Support for integration-specific conditions in Uncanny Automator Pro 4.0 #1415 **Updated:** - Events Manager – “A user registers for an event” renamed to “A user’s booking for an event is approved” #1867 - Instagram – “Publish a photo to an Instagram Business account” now accepts Media Library ID in addition to the media URL #1852 - Instagram, Facebook – Converted to use the API class #1795 - Convert Facebook integration to use the API class #1794 - Automator Core – Set user signed in flag true for all logged-in type triggers #1817 **Fixed:** - GamiPress – Field label renamed from “Award” to “Achievement” #1652 - GamiPress – Renamed “Any awards” to “All achievements” #1534 - Events Manager – “A user’s booking for an event is approved” now runs reliably with auto approval #1874 - Wishlist Member – Sentence case fix, Membership Level renamed to Membership level #1869 - Wishlist Member – “A user is added to a membership level” now fires with ThriveCart checkout #1808 - Recipe Tags/Categories – Yoast SEO erroneously enables archives on frontend #1850 - Internal query now sorts the result set reliably #1913 - WordPress – A user views a page – “All pages” option renamed to “Any page” #1914 - Automator Core – Number of times token now parses reliably in certain situations #1918 - Automator Core – Option to define alternate label for a token added in Automator fields #1919 - Automator API – API request timeout for Facebook Pages and Google Sheets changed from 5 to 10 seconds #1921 ### 3.9.1.1 \[2022-04-14\] **Fixed:** - FluentCRM – PHP error in Add a contact action on PHP 8.x+ #1840 ### 3.9.1 \[2022-04-13\] **New Actions:** - FluentCRM – Add a contact #1573 **Updated:** - Improved performance with Uncanny Automator Pro < 3.9 #1835 **Fixed:** - PHP Notice: array\_values() expects parameter 1 to be array on some sites with no live recipes #1825 - HTTP request on every page load when a premium integration credential expires or is invalid #1804 ### 3.9.0.2 \[2022-04-08\] **Fixed:** - WPForms – PHP error on some sites when a form is submitted with WP Forms lite using Automator 3.9 or 3.9.0.1 #1821 ### 3.9.0.1 \[2022-04-08\] **Fixed:** - WooCommerce – Payment methods do not load when using Uncanny Automator Pro in some situations ### 3.9 \[2022-04-07\] **New Integration:** - [PeepSo](https://automatorplugin.com/integration/peepso/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1518 **New Triggers:** - PeepSo – A user updates their avatar #1769 - PeepSo – A user follows another PeepSo member #1768 **New Actions:** - PeepSo – Follow a user #1767 - Uncanny Groups – Remove a number of seats from an Uncanny group #1340 - Uncanny Groups – Add a number of seats to an Uncanny group #1339 **Added:** - Automator API – External integrations migrated to centralized communication class #1463 - bbPress – Topic ID, Topic URL, Topic title and Topic content tokens #1709 - Caldera Forms – Entry ID and Entry submission date tokens #1780 - Fluent Forms – Entry ID, User IP, Entry submission date and Entry source URL tokens #1779 - Formidable Forms – Entry ID, User IP, Entry submission date, Entry source URL tokens #1778 - GiveWP – Form ID token #1762 - Gravity Forms – Entry ID, User IP, Entry submission date and Entry source URL tokens #1777 - MailChimp – Use a token/custom value option for tag-based actions #1695 - WordPress Core – “Send an email” – Support for selecting HTML or plain text format #1729 - WPForms – Entry ID, User IP and Entry submission date tokens #1781 - Zoom Meetings & Webinars – Support for custom registration fields #1352 **Updated:** - Easy Digital Downloads – Number formatting added to amount tokens #1738 - WordPress Core – “A user views a custom post type” – “Any” option added to second dropdown #1749 - Core – Several architectural performance updates #1736 #1721 #1405 **Fixed:** - Recipe Logs – Moved `load_minimal_admin` from `admin_init` to `admin_head` to avoid conflicts #1693 - BuddyBoss – “Send a notification to all members of a group” now lists private and hidden groups #1764 - Easy Digital Downloads – Token “Discount codes” renamed to “Discount codes used” #1701 - Google Sheets – Re-added migration script #1782 - FluentCRM – Do not complete with errors if contact has existing tags #1756 - FluentCRM – “A tag is added to a contact” now fires if the contact is not a WP user #1713 - LearnDash – “A user passes a quiz”: Quiz ID and Quiz URL now parse reliably #1692 - LifterLMS – A user is added to a course now fires when a new user registers #1752 - WordPress – “A user publishes a type of post with a taxonomy term in a taxonomy” now runs reliably #1674 ### 3.8.1.1 \[2022-03-21\] - GoTo Training and GoTo Webinar – PHP Error on some site configurations #1684 ### 3.8.1 \[2022-03-15\] **Added:** - BuddyBoss/BuddyPress – Several new tokens #1596 - Friendship trigger: - Friend first name - Friend last name - Friend email - Friend ID - Follower trigger: - Follower first name - Follower last name - Follower email - Follower ID - Easy Digital Downloads – Several new tokens #1575 - Order subtotal - Order tax - Order total - Order discounts - Discount codes used - License key (when software licensing is active) - Payment method - WPLMS – Integration now works with v3.x and v4.x #1462 **Fixed:** - GoTo Training and GoTo Webinar – PHP Error on some site configurations #1684 - Instagram – Improved error messaging when posting an image fails #1682 ### 3.8.0.2 \[2022-03-11\] **Fixed:** - LearnDash – “A user completes a quiz” – Error on quiz submission on some sites ### 3.8.0.1 \[2022-03-10\] **Fixed:** - LearnDash – PHP error “is\_ajax” not a function on some sites when Automator marks a course complete ### 3.8 \[2022-03-10\] **New Integrations:** - [GoTo Training](https://automatorplugin.com/integration/gototraining/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1551 - [GoTo Webinar](https://automatorplugin.com/integration/gotowebinar/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1551 - [MemberPress Courses](https://automatorplugin.com/integration/memberpress-courses/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1510 **New Triggers:** - MemberPress Courses – A user completes a course #1624 - MemberPress Courses – A user completes a lesson #1623 - Uncanny Groups – A user redeems a Group Key #1476 - Uncanny Groups – A user is registered using a Group Key #1475 **New Actions:** - BuddyBoss – Set the user’s status to a specific status #1547 - GoTo Webinar – Add the user to a webinar (moved from Pro) #1551 - GoTo Webinar – Remove the user from a webinar (moved from Pro) #1551 - GoTo Training – Add the user to a training session (moved from Pro) #1551 - GoTo Training – Remove the user from a training session (moved from Pro) #1551 - MemberPress Courses – Mark a course complete #1622 - MemberPress Courses – Mark a lesson complete #1621 **Added:** - Much improved settings page design and layout #1144 - Amelia – PHP notices when parsing tokens in some instances - Google Sheets – automator\_google\_sheets\_disable\_tokens\_html filter to strip all HTML tags #1604 - Advanced token – Current date (Unix timestamp) #1593 - Advanced token – Current time (Unix timestamp) #1592 - Common token: User reset password URL #1500 - Common token: User IP address – Note: IP address is not stored, and will return “N/A” in scheduled actions #1456 - LearnDash – New token “Passing score %” – Returns value of “Passing score” quiz setting #1523 - LearnDash – “A user completes a lesson” now fires when lesson manually completed by admin on edit user in /wp-admin #1492 **Updated:** - Elementor – Improved performance of form queries #1590 - Gravity Forms – Everyone trigger code update #1612 - Gravity Forms – Logged-in trigger code update #1609 - Instagram – “Publish a photo to an Instagram account” – Updated field labels - Modern Events Calendar – “A user’s booking is completed” – Now fires when a user account is created at time of booking - Renamed GoToTraining/GoToWebinar to GoTo Training/GoTo Webinar **Fixed:** - Actions without conditions can now be dragged #1445 - Scheduled/conditional actions – PHP error on PHP 8+ #1539 - AffiliateWP – Tokens now appear in the Recipe UI #1582 - Amelia – Removed duplicate tokens #1538 - FluentCRM – Removed duplicate tokens #1626 - Google Sheets – “Update a row” action – Now requires a value in the worksheet field #1630 - Gravity Forms – Form ID token now works reliably #1598 - Instagram – “Publish a photo to an Instagram account” – Recipe now runs if Description/Hashtags field is empty - Mailpoet action: “Add a subscriber to a list” – No longer indicates that user data is required #1605 - Mailpoet action: “Add the user to the list” – No longer throws an exception on some sites #1548 - Uncanny Codes – A user redeems a code from a batch – Now fires more reliably - WordPress Core – PHP Warning: Attempt to read property “post\_type” on null in wp-viewpost.php #1567 - Database error: Column meta\_value cannot be null #1565 ### 3.7.0.1 \[2022-02-17\] **Fixed:** - Twilio – Conflict related to moving integration out of Pro ### 3.7 \[2022-02-17\] **New Integrations:** - [Amelia](https://automatorplugin.com/integration/amelia?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) - [Webhooks](https://automatorplugin.com/integration/webhooks?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) - [Twilio](https://automatorplugin.com/integration/twilio?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) **New Triggers:** - Amelia – An appointment is booked #1421 - Amelia – A user books an appointment #1420 **New Actions:** - Twilio – Send an SMS message to a number - Webhooks – Send data to a webhook (previously in Automator Core) **Updated:** - Facebook Pages – Changed “Share a photo to a Facebook page” to “Publish a post with an image to a Facebook page” #1431 - The Events Calendar/Event Tickets – Added token support for attendee Information #1422 - Tin Canny Reporting – Added support for “Any statement” and “Use a token/custom value” #1409 - Tutor LMS – Improved compatibility with Tutor LMS 2.0+ - Twitter – Renamed “Post a status to Twitter” to “Post a tweet to Twitter” #1404 - WordPress Core – “Create a post” action – Added “Excerpt” field #1372 - WPForms – Added token support for the “file upload” field type #1419 - Common Token – Renamed “User reset password URL” to “User reset password link” #1499 - Recipe UI – Simplified the UI of the condition pills #1448 - Recipe UI – Changed “Use a custom value” to “Use a token/custom value” #1406 - Recipe UI – When multiple triggers from the same integration are used in a recipe, tokens now show trigger ID to avoid ambiguity #979 **Fixed:** - Elementor – “Error: site\_inactive” using an Elementor form to add an attendee to a Zoom Webinar - Facebook – “Share a photo to a Facebook page” action now shows “completed with errors” when an invalid image URL is supplied #1425 - GamiPress – Revoke points from the user not working on some sites #1515 - Google Sheets – “COLUMN\_NAME” erroneously conflicts with MySQL reserve keyword on some environments #1453 - LearnDash – Triggers related to failing a quiz now fire reliably #1513 - PHP Notice: Undefined index: integration\_name in class-usage-reports.php:490 #1508 - Webhooks – “Send data to a webhook” now parses tokens in the Webhook URL field #1465 - WordPress Core – A user’s post receives a comment now fires when an admin replies from /wp-admin #1490 - WordPress Core – Send an email erroneously failing for non-wp\_mail related errors #1423 - WordPress Core – Post URL token now outputs permalink format based on permalink setting #1416 - Recipe UI – Switch fields no longer show two labels in some situations #1410 ### 3.6 \[2022-01-20\] **New Integrations:** - [IFTTT](https://automatorplugin.com/integration/ifttt) #1293 - [Integrately](https://automatorplugin.com/integration/integrately/) #1291 - [Tin Canny Reporting](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/) #1274 **New Triggers:** - ActiveCampaign – A tag is added to a contact #1107, #963 - ActiveCampaign – A tag is removed from a contact #1108, #963 - Tin Canny Reporting – A user attains a score greater than, less than, etc. on a Tin Canny module #438 **New Actions:** - Google Sheets – Update a row in a Google sheet #1083 - IFTTT – Send data to IFTTT webhook #1293 - Integrately – Send data to Integrately webhook #1291 **Added:** - ActiveCampaign – Support for custom fields in “Add a contact/the user to ActiveCampaign” #1209 - Automator Core – Send data to a webhook – Now supports JSON, XML, GraphQL, Text, HTML, `form-data` and `x-www-form-urlencoded` formats #195 - Automator Core – Send data to a webhook – Now supports nested JSON and XML data #195 - Fluent Forms – Form title and Form ID tokens added #804 - Formidable Forms – Form title and Form ID tokens added #827 - Forminator – Form title and Form ID tokens added #1065 - Gravity Forms – Form title and Form ID tokens added #1066 - WPForms – Form title and Form ID tokens added #1386 - WooCommerce – Order summary token #1395 - WordPress Core – A user views a custom post type – Post ID, Title, URL, Image and Excerpt tokens added #800 - Recipe UI – New `apply_filters` added to change the `posts_per_page` parameter when fetching posts #1337 - Advanced Tokens – User meta now returns a comma separated list of values if the meta value is an array #1392 **Updated:** - Divi – Now lists forms in Draft and Private posts #1362 - Elementor – Now lists forms in Draft and Private posts #1362 - Facebook – Renamed to Facebook Pages #1377 - FluentCRM – Actions now add the user as a contact if they do not already exist #1320 - FluentCRM – “A user is set to a specific status – Sentence updated for consistency #798 - LearnDash – Create a group – Changed “Do nothing” to “Do not add the Group Leader role” for clarity #1378 - Tin Canny Reporting – Moved from LearnDash to Tin Canny Reporting integration #1274 - wpForo – “A user creates a new topic in a forum” – Sentence updated for consistency #799 - Support links for Facebook, Instagram, Slack, Google Sheets, Zoom etc. #856 - Actions are no longer automatically set to draft when the corresponding plugin is deactivated and the recipe’s triggers are completed #1361 **Fixed:** - WordPress – “Send an Email” no longer adds an empty BCC recipient on some sites #1373 - Tools > System Report no longer triggers an error on some multisite installs #1366 - Error when removing an action from a recipe when Uncanny Automator Pro is not active #1357 - Pasting a URL into a URL field no longer takes 100% of the browser’s resources #1315 - Google Sheets – Unnecessary API call on recipe UI load #1310 - Contact Form 7 – Tokens for checkbox values now render reliably #1297 - Ultimate Member – Tokens for multiple value fields now render reliably #1294 - Ninja Forms – Tokens for multiple value fields now render reliably #1285 - BuddyBoss – A user replies to a topic in a forum – Forum field is now formatted correctly #802 - Style of links on the Dashboard page #1346 ### 3.5.2 \[2022-01-05\] **Updated:** - WordPress Core – Added post excerpt tokens to additional triggers #1261 - ActiveCampaign – Added local tag and list sync for tags, lists and custom contact fields #1208 - HappyForms – Added Form title and ID tokens #794 - Improved recipe UI on sites using an RTL language in /wp-admin #1247 **Fixed:** - WordPress Core – “A user publishes a type of post with a taxonomy term in a taxonomy” now runs more reliably #1305 - Formidable Forms – Image tokens no longer return HTML #1303 - Elementor – File upload field token now renders a value #1283 - FluentCRM Pro – All tag triggers now fire when tags are added via Smart Link #1271 - WordPress Core – “A user views a post” and “A post of a specific type is viewed” no longer triggers on unrelated events in some situations #1192 - JavaScript error on URL fields when populated with postmeta or usermeta tokens #1290 - When “Use a custom value” is selected in a dropdown, the saved value is now displayed when the action is edited #1286 ### 3.5.1 \[2021-12-21\] **Added:** - Ability to delete individual recipe runs from the Recipe log #186 - Ability to clear recipe activity logs from “All recipes” page #186 - “User role”, “Recipe ID”, “Recipe Run #”, “Recipe run # (total)” tokens #1233, #782, #346 - Core support for conditions/filters for actions (Pro feature) #1213, #215 **Updated:** - WordPress Core – “A specific role is added to the user” now runs when role changed to specified role #1199 - WordPress Core – Added Post excerpt token to some triggers #1164 - ActiveCampaign – Actions now support “Use a custom value” for tags and lists - ActiveCampaign – “Add a contact” – Added checkbox: “If the contact already exists, update their info” #1075 - Ninja Forms – Added additional tokens #955 - Added support to parse user meta triggers in Pro #1254 - Removed duplicate HTML license code **Fixed:** - Recipe UI – “Saving title” indicator out of alignment #1246 - Fluent Forms – “A tag is added to the user” now fires in when tags added via Smart Links #1234 - Fluent Forms – JavaScript validation issue when using Fluent Forms tokens in some actions #1216 - Post meta token no longer shows “requires user data” dialog #1231 - Missing icons on Integrations page #1220 - Ultimate Member – Form tokens no longer rendering “UM Form name” instead of correct values #1197 - Automator Core – “A user completes a recipe” – Tokens now provide information from the recipe that was completed to fire the trigger instead of the recipe containing the trigger #796 **Known Issue:** - ActiveCampaign – Maximum 100 tags/lists are listed in the UI. To specify a tag/list that’s not displayed, select Use a custom value and enter the tag/list ID. ### 3.5 \[2021-12-02\] **New integration:** - Divi **New Triggers:** - Divi: {A form} is submitted #729 - Divi: A user submits {a form} #728 **Added:** - Ability to drag and drop to reorder actions – Actions execute in the order displayed on the edit recipe page #1071 - Post meta tokens – Use any meta of any post in an action; also supports basic ACF fields #127 - Automator Setup Wizard #430 - Right-click on the trigger in the token dropdown to automatically add all tokens in a group to an action #1080 - Integrations page for viewing all available integrations #314 **Updated:** - myCred – Support for decimal credit values #1106 - Friendly tokens are now displayed in user selector fields #280 - Code quality improved following WPCS #881 **Fixed:** - Automator Core – Send a webhook now properly records error conditions encountered during send #1162 - HappyForms – Some tokens no longer return boolean values instead of actual values #1161 - AffiliateWP – Referral amount value token now returns correct value on AffiliateWP 2.8+ #1140 - Ultimate Member – Form title now renders reliably #1182 - Ajax auth check now returns an error instead of reloading the recipe page #1086 - Google Sheets – `Utilities.js` console error on some sites #1168 ### 3.4.0.2 \[2021-11-19\] **Fixed:** - Page reload loop when a recipe contains tags #1133 - Google Sheets – API requests that lack required scopes no longer throw an error #1139 - Recipe Log – Activity report no longer shows a previous run’s completion date in some situations #1136 - FluentCRM – “A contact is set to a specific status” now triggers when the contact is set to any status #1115 - FluentCRM – Everyone triggers now correctly populate token values #1115 ### 3.4.0.1 \[2021-11-17\] **Fixed:** - Changed `datetime` to `TIMESTAMP` in database initialization script to support MySQL < 5.6 #1113 - WordPress Core – Create a post – Featured image field no longer required #1112 - Elementor – Form submission now works reliably on larger sites #1109 - Google Sheets – API error on some sites #1024 - Ultimate Member – Token parsing no longer conflicts with tokens for other integrations #1129 ### 3.4 \[2021-11-11\] **New integration:** - [Uncanny Toolkit](https://automatorplugin.com/integration/uncanny-toolkit) #407 **New Triggers:** - Uncanny Toolkit – A Group Leader is imported to a LearnDash group #1043 - Uncanny Toolkit – A user is imported to a LearnDash course #1042 - Uncanny Toolkit – A user is imported to a LearnDash group #1041 - Uncanny Toolkit – A user is imported by the Import Users module #1038 **Added:** - HubSpot – Added option to update existing contacts #1076 - WordPress Core – “A user submits a comment on a post” – Added Comment token #1036 - Popup Maker – Action now fires more consistently across varying site configurations #1034 - WPForms – Added Form title, ID and URL tokens #795 **Updated:** - WordPress Core – Create a post – Added “Featured image” field #463 - WP Job Manager – CV token no longer outputs HTML link #1054 - Tools > Status – Automator Debug Log line now hidden when Automator Debug mode is not enabled #1096 - Tools > Status – Action Scheduler line now hidden when Uncanny Automator Pro is not active #1093 - Improved error messaging when a recipe creation error occurs #730 - Reduced calls to calls to the API on the Dashboard page #947 - Code quality improved following WPCS #879 #878 - Improved placeholder contrast #1098 - Usage tracking data tweaks #1052 **Fixed:** - Automator Core – Receive data from a webhook – Unrelated recipes no longer show “In Progress” on some sites #1022 - HubSpot – Looping issue causing excessive API usage #1095 - GiveWP – Method: get\_input\_fields() – Give Form Field Manager – Fix# 1078 - GiveWP – A donation is made via a form no longer triggers on failed donations #1033 - WP Job Manager – “A user applies for a job” trigger now requires resume add-on #1058 - WP Job Manager – PHP error in some tokens when Resume Manager add-on not active #1059 - WordPress Core – “A post in a specific taxonomy with a specific taxonomy term” Post featured image URL now outputs a URL more consistently #1025 ### 3.3.0.1 \[2021-10-20\] **Fixed:** - Recipe UI – Missing vendor libraries ### 3.3 \[2021-10-20\] **New integrations:** - [HubSpot](https://automatorplugin.com/integration/hubspot/) – Add contacts and update lists with Uncanny Automator #868 **New actions:** - HubSpot: Add the user to HubSpot #860 - HubSpot: Add the user’s HubSpot contact to a list #863 - HubSpot: Remove a user’s Hubspot contact from a static list #864 - Hubspot: Add a contact to HubSpot #993 - HubSpot: Add a HubSpot contact to a static list #862 - HubSpot: Remove a HubSpot contact from a static list #865 **Added:** - Recipe UI: View completed runs and link to associated logs from edit recipe page **Updated:** - Facebook – Share a photo to a Facebook page – Added text support #768 - Automator Core – Send data to a webhook now supports DELETE and HEAD HTTP methods #982 - Added `automator_wp_admin_header_menu` filter to hide wp admin header menu entry #969 - JS standards #1016 - Modern Events Calendar logo #1001 - Removed integration icons from /dist folder - Recipe UI performance improved by deferring unnecessary API calls #649 **Fixed bugs:** - MemberPress – Tokens now parsed more reliably #1004 - Ultimate Member – Form name no longer rendered if token does not contain a value #1003 - FluentCRM – PHP errors on some site configurations #986, #975 - WordPress Core – Standardized grammar in some trigger options #846 - WordPress Core – Added Post featured image ID and Post featured image URL tokens to “A specific type of post is viewed” #957 - WordPress Core – Role triggers #956 - Switching between Visual/Text tabs in the rich text editor no longer breaks HTML content when tokens used inside HTML element attributes #942 --- ### 3.2.0.2 \[2021-10-06\] **Updated:** - WPForms – Automator integration enhancements #946 - WPForms – Cleaned up token parsing #946 - WPForms – Excluded some sensitive fields from token parsing (e.g. password, Stripe, Authorize.net) #946 - www removed from some references to automatorplugin.com #948 **Fixed:** - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy no longer fires when any category is assigned to a post #964 - WPForms – PHP notices on some sites #945 --- ### 3.2.0.1 \[2021-10-01\] **Added:** - PHP 8 compatibility updates #940 **Updated:** - Code quality #938 **Fixed:** - Slack – PHP notices on some sites #939 - Zoom – Fatal error on some site configurations #931 --- ### 3.2 \[2021-09-30\] **New integrations:** - [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) – Add contacts and update contact tags and lists with Uncanny Automator #755 - [Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/)/[Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) – Add and remove users from Zoom meetings and webinars with free credits! #436 **New actions:** - ActiveCampaign – Add the user to ActiveCampaign #756 - ActiveCampaign – Add the user to a list #763 - ActiveCampaign – Remove the user from a list #764 - ActiveCampaign – Add a tag to the user #761 - ActiveCampaign – Remove a tag from the user #758 - ActiveCampaign – Add a contact to ActiveCampaign #760 - ActiveCampaign – Add a contact to a list #765 - ActiveCampaign – Remove a contact from a list #766 - ActiveCampaign – Add a tag to a contact #761 - ActiveCampaign – Remove a tag from a contact #762 - Zoom meetings/webinars – Add an attendee to a meeting #874 - Zoom meetings/webinars – Add an attendee to a webinar #873 - Zoom meetings/webinars – Remove an attendee from a webinar #894 - Zoom meetings/webinars – Remove an attendee from a meeting #893 **New logged-in recipe triggers:** - LearnDash – A user achieves greater than, less than or equal to a number of points on a quiz #834 **New everyone recipe triggers:** - WordPress Core – A specific type of post is viewed #834 - BBPress – A guest creates a topic in a forum #834 - FluentCRM – A tag is added to a contact #834 - FluentCRM – A contact is added to a list #834 - FluentCRM – A contact is set to a specific status #834 - GiveWP – A donation is made via a form #834 **Added:** - Usage tracking – Help us improve Uncanny Automator! To opt-in, visit the Settings page. #870 - Ability to manually prune recipe logs older than a specified number of days #892 - BuddyBoss/BuddyPress – Added Activity Stream URL and Activity URL tokens to relevant triggers #693 - WooCommerce – Product quantity token #852 **Updated:** - Reduced minimum required PHP version to 5.6 #223 - Settings page #433 - Code quality improved #876 **Fixed:** - Contact Form 7 – Trigger now returns a user\_id for actions that require a user object #819 - LearnDash – Quiz score and quiz percentage triggers parsed incorrectly in some recipes #833 - LearnPress – A user is enrolled in a course now fires reliably #822 - Overlapping icons in recipe editor in RTL languages #814 - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy now fires reliably #911 - WordPress – Create a post numeric username fix #900 - BuddyBoss/BuddyPress – User token now renders reliably #869 - Scheduled action value now reflects in UI without refreshing the page #788 - PHP warning: call\_user\_func\_array() expects parameter 1 to be a valid callback on plugin upload #838 **Developers:** - WooCommerce – Filter `automator_woocommerce_custom_item_meta_token_parser` to parse custom item meta #921 - WooCommerce – Filter `automator_woocommerce_custom_order_meta_token_parser` to parse custom order meta #920 - WooCommerce – filter `automator_woocommerce_token_parser` to allow custom order meta parsing #918 --- ### 3.1.4.1 \[2021-09-08\] **Fixed:** - File name change causing fatal error on sites when LearnDash and object caching are enabled #824 --- ### 3.1.4 \[2021-09-08\] **New Triggers:** - Automator Core – A recipe completes with errors a number of times #754 - Automator Core – A recipe completes a number of times #752 - Automator Core – A recipe runs a number of times #751 - Automator Core – A recipe completes with a specific status #726 **Added:** - LearnDash – “User’s quiz percentage” token #809 - LearnDash – “User’s quiz score” token #808 - WooCommerce – “Order quantity” token #733 - WooCommerce – automator\_woo\_multi\_join\_separator filter #790 **Fixed:** - WooCommerce – Order coupon token no longer includes HTML #784 - WooCommerce ⁃ Token no longer returns “Any” instead of value #741 - Woocommerce Memberships – A user is added to a membership trigger now fires more consistently #736 - WordPress Core – Fixed argument count for delete\_post action #783 - wpForo – String escaped in double quotes - Uncanny Continuing Education Credits – Invalid field types #781 - AffiliateWP – “A new affiliate is approved” now fires reliably for automatic approvals #773 - AffiliateWP – “An affiliate makes a referral of a specific type” now fires more consistently #713 - Slack – Channel limit increased from 100 to 1000 #772 - MailChimp – Segments now displayed more consistently in the “Create and send a campaign” action #738 - Google Sheets – Fixed notice and allowed token types #708 - Added missing space to log sentence #277 - Duplicating a recipe results in the same date #811 --- ### 3.1.3 \[2021-08-20\] **Updated:** - Trigger messaging in “Everyone” recipes to reduce confusion #700 - wpForo – Sentence “Add the user to a group” changed to “Set the user’s primary group” for clarity #689 **Fixed:** - AffiliateWP – “An affiliate makes a referral of a specific type” now fires more reliably #713 - FluentCRM – “A tag is added to a user” now fires more reliably #712 - Image no longer rotated 90 degrees on the dashboard in Safari #705 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product no longer fires multiple times with a single order #702 - Duplicate recipe not duplicating all items when recipe contains more than 5 triggers or actions #701 - WordPress Core – Send an email – BCC and CC now work as expected #697 - LearnDash – Quiz score token now renders more reliably #695 - When connecting third-party integrations, the second step action button is now disabled if the first step is not yet completed #614 - Form field tokens no longer appear in token dropdown if the source form was deleted #205 --- ### 3.1.2 \[2021-08-12\] **Added:** - WordPress Core – A user’s post is set to a specific status – Added post type dropdown #687 - Easy Digital Downloads – Trigger: A user’s Stripe payment for an order is refunded #668 - LearnDash Achievements – Action: Award an achievement #653 **Fixed:** - Forminator – Token no longer shows “Array” instead of the value #655 - Instagram – No longer automatically shows as connected after Facebook connected #627 - Instagram – Removed account thumbnail to reduce API usage #494 - Mailchimp – Groups now load consistently #683 - LearnDash/Tin Canny Reporting for LearnDash – A Tin Can verb is recorded from a Tin Can module – Trigger not firing on some configurations #680 - WordPress Core – Send an email – When multiple email addresses are entered in the To field the action fires as expected #666 - WordPress Core – Send an email – Line breaks disappearing in Send an email action after action is reloaded #587 - Integromat – Send data to Integromat webhook – Uncaught TypeError: Cannot read property ‘ajax’ of undefined #657 - Plugin activation now works more consistently on subfolder sites #678 - Add `plugin_active` override to all Free integrations for backwards compatibility with older Pro versions #662 - Pro logged-in integrations no longer appear in anonymous recipes #586 - PHP Notice: Undefined property: stdClass::$license\_check on some sites #626 --- ### 3.1.1 \[2021-07-29\] **Added:** - Filter `automator_is_integration_plugin_active` to override the active/inactive status of a plugin **Updated:** - Filter `automator_modify_plugin_path` to override the installed path of a plugin - Improved PHP 8.x compatibility - Improved UX when the process of authorizing Uncanny Automator for Facebook is cancelled before completion - Automator icon now appears on admin bar on front end **Fixed:** - PHP error on some sites when Modern Events Calendar Lite is activated - PHP error when Wishlist Member LTD version is installed - Automator dropdown menu no longer appears in the admin bar for non-logged in users when BuddyBoss Platform is installed --- ### 3.1 \[2021-07-28\] **Integrations Added** - [Facebook](https://automatorplugin.com/integration/facebook) #407 - [Instagram](https://automatorplugin.com/integration/instagram) #407 **Moved from Automator Pro** - Google Sheets integration #374 - Slack integration #373 - Mailchimp integration #372 #525 - Anonymous triggers for WP Forms, Formidable Forms, Gravity Forms, Contact Form 7, Ninja Forms, Happy Forms, Fluent Forms, Elementor Forms and Caldera Forms #477 #527 #528 #529 #530 #531 #532 #533 #534 #535 #536 **Actions Added** - Facebook: Publish a post to a Facebook page #407 - Facebook: Share a link with a message to a Facebook page #407 - Facebook: Share a photo to a Facebook page #407 - Instagram: Publish a photo to an Instagram Business account #407 **Added:** - Support for anonymous recipes #477 - Support for userless recipes #398 - Dashboard page #401 - Ability to connect a free Uncanny Automator account for free credits #401 #441 - Twitter: Added image support #305 - Object caching to improve performance #273 - `automator_disable_object_cache` filter to disable object cache #273 - Ability to view info of connected account on settings tab for Twitter, Slack, MailChimp, Google Sheets, Zoom Meetings and Twilio #434 - API communication #526 - Trigger tokens for featured image ID and URL in WordPress Core, MemberPress, WooCommerce, LearnDash, Easy Digital Downloads, The Events Calendar, Events Manager, Modern Events Calendar, LifterLMS, MasterStudy LMS, Tutor LMS, Upsell Plugin and WPLMS integrations #343 **Updated:** - Forminator: Triggers now support for newer versions of Forminator #466 - Removed recipe type column from recipe logs #588 #589 #590 - Core integration files upgraded from 2.x to 3.x code #402 - Improved compatibility with PHP 8+ - WooCommerce: “A user purchases a product” trigger replaced with “A user completes, pays for or lands on a thank you page for an order with a product” for more granular control of the trigger condition #452 - WooCommerce: Removed HTML formatting from tokens #460 - Change filter when recipe items are created to avoid Async conflict in PHP 8.0+ #419 - Twitter: API updated to v2 #524 **Fixed:** - MasterStudy: A user completes a course no longer fires when anything in the course is completed. #278 - FluentCRM: “Any list” option no longer appears in “Add the user to a list” action #307 - WordPress: A user views a post: “Any post” token now returns post instead of -1 #341 - WordPress: Missing endpoint for select post type #432 - Send an email action no longer sends to multiple recipients when the action is run multiple times in the same page load #562 #458 #455 - Recipe auto-population from Uncanny Codes #471 - PHP error: Call to a member function add\_role() on bool in some rare circumstances #495 - Create a user: Default role now matches the default new user role in WordPress settings #576 - “User meta” token evading validation #493 - Some actions no longer show an error in the logs when set to draft #388 --- ### 3.0.5 \[2021-06-03\] **Added:** - WP Job Manager: Tokens for job & resume category **Fixed:** - Selectively load < 3.0 Automator Pro to avoid unexpected results --- ### 3.0.4 \[2021-06-02\] **Updated:** - Administrator users are now excluded from “Create Uncanny Group” action role changes - Code quality improvements **Fixed:** - PHP Fatal error when Uncanny Automator Pro 2.12.1 or earlier is installed and LearnDash and/or BuddyBoss are active - Layout issue with Recipe logs in Safari - Send an email: Error message now correctly indicates if an invalid email address was specified in the To: field - Conditional number check was incorrect for > condition - Caldera Forms: A user submits a form trigger now appears in the trigger list - Admin notices no longer appear in Recipe details modal - A user publishes a type of post with a taxonomy term in a taxonomy: PHP notices - Custom option buttons (e.g. “Get columns” in Google Drive) were not functioning as expected - Redirects not working in some situations - A user publishes a post in a taxonomy with a taxonomy term now fires as expected when a specific taxonomy/term are selected - Double-clicking to copy/paste from a read-only field no long results in CR/LF characters being appended to the string --- ### 3.0.3 \[2021-05-27\] **Updated:** - Added a default fallback icon for integrations - Improved compatibility with third-party integrations **Fixed:** - Twitter: Restored token support in Status field - Modern Events Calendar: Combined helper files - Gravity Forms: PHP Notice --- ### 3.0.2 \[2021-05-21\] **Fixed:** - WooCommerce Payment Gateways: Compatibility issue on some server configurations --- ### 3.0.1 \[2021-05-20\] **Fixed:** - FluentCRM – Compatibility issue on some server configurations - Automator Core – Run a WordPress function: invalid argument supplied --- ### 3.0 \[2021-05-20\] **New Integration:** - [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) **New Triggers:** - Modern Events Calendar: A user’s booking of an event is completed - Fluent CRM: A user is set to a specific status - Uncanny Continuing Education Credits: A user earns a number of credits **Added:** - Ability to delay actions or schedule actions for specific dates/times - Ability to set the total number of times a recipe can be run across all users - Ability to use shortcodes in action fields - Ability to duplicate recipes - User-friendly token display and modal dialog for setting usermeta token key - Ability to override token validation and use any token in any field - Ability to view triggers/actions for a recipe run without leaving the recipe log page - Tools section with system report, debug logs and database tools - Draft/live icons to show trigger/action status on the recipe list page - Linked “Completed runs” column in the recipe list to recipe log - Improved error handling on Edit Recipe page - Date and time selector fields - Added filter `automator_mail_wpautop` to disable wpautop - Numerous `apply_filters()` and `do_action()` for code accessibility - Added Automator global functions for code accessibility **Updated:** - Updated the plugin architecture to streamline the addition of new triggers, actions and tokens both internally and for third-party developers - WordPress Core: Send an email: Added From name field - Anonymous recipes now show N/A in run # column - MyCred: Actions now support custom description (where supported) - Improved translation support for trigger and actions sentences that used single quotes - Support links for all triggers and actions - Fallback for database “VIEWS” if db user cannot access or create on server - Tutor LMS: A user completes a course – Add “Any course” option - Integromat: Change action sentence for consistency **Fixed:** - PHP notice when Forminator is active - WP Courseware: A user in enrolled in course now triggers when paid via PayPal IPN - WordPress: A user publishes a type of post no longer fires when post is updated - Integromat: Send data to a webhook: Changed sentence for consistency - Tin Canny Reporting: Triggers now ignore duplicate statements sent by some modules - WordPress: User views a page: PHP notice: Trying to get property ‘ID’ of non-object - GiveWP: Compatibility issue on some environments - WooCommerce Memberships: Add the user to a membership plan now considers current membership **Internal:** - Framework, integration & children structure updated - Improved error handling - Added DB Handlers for Triggers, Actions, Recipes, Tokens and Closures - Added Traits for Closures, Actions, Triggers, Integrations and Tokens - Moved list of pro integrations in to a separate file - Reduced duplicate code and code complexity - Added apply\_filters\_deprecated, do\_action\_deprecated to some functions - Added get\_trigger/action\_meta function - Reorganized folders - Changed `global $uncanny_automator` to `Automator()` - Prefixed most core file types - Moved icons in to integrations - Support for Scheduled actions --- ### 2.11.1 \[2021-03-15\] **New Triggers:** - Uncanny Codes: A user redeems a code from {a batch} **Added:** - Ability to pre-populate a recipe from querystring parameters **Fixed:** - Google Sheets: Some special characters no longer being encoded when sent to a Google Sheet - Gravity Forms tokens in anonymous recipes now populate correctly when a dummy user is selected - GiveWP: Form Field Manager dependency check to avoid an error ### 2.11 \[2021-03-09\] **New Integrations:** - Presto Player - Twitter - WP Simple Pay - WP User Manager **New Triggers:** - Presto Player: A user completes a video - WP User Manager: A user registers with a form - WP User Manager: A user updates their profile photo - WP User Manager: A user removes their profile photo - WP User Manager: A user updates their profile cover image - WP User Manager: A user removes their profile cover image - WP User Manager: A user updates their profile description - WP Simple Pay: A user completes a purchase with a form **New Actions:** - Twitter: Post a tweet **Updates:** - GiveWP: Trigger tokens now include custom fields added via Form Field Manager addon - Core: Review notification changes **Fixes:** - LearnDash: Tokens related to quizzes now work more reliably - Uncanny CEUs: The total number of CEUs earned by a user is greater than or equal to a specific number now fires only when the specified number is reached - MasterStudy LMS integration no longer appears when MasterStudy is not installed - Removed escaping from some strings containing single quotes --- ### 2.10.2 \[2021-02-24\] **Updated:** - WooCommerce triggers: Tokens now include unformatted variants for currency amounts - WooCommerce Memberships: Name changed to Woo Memberships - Internal code updates **Fixed:** - MailPoet: Add a subscriber to a list action now works when the user already exists on a default list - MailPoet: Issue with multi-select fields updated via AJAX - MemberPress: A user purchases a recurring subscription now fires consistently - PHP notices/warnings when using an invalid trigger ID in tokens - WooCommerce Memberships: A user is added to a membership plan now also fires when a user is manually added to a membership by an admin - WP Job Manager: A user submits a specific type of job now also fires when when jobs are submitted via the admin dashboard --- ### 2.10.1 \[2021-01-27\] **Updated:** - Core: Updates to repeater field UI to support Google Sheets integration in Automator Pro - Core: Minor sentence updates - Tutor LMS: Enroll a user in a course now has an “All courses” option **Fixed:** - Core: “Any option” trigger token saving values twice - WordPress Core: Send an email action no longer generating extraneous password reset links - WooCommerce: WC Ajax hook exception --- ### 2.10 \[2021-01-05\] **New Integrations:** - AffiliateWP - WooCommerce ShipStation - WooCommerce Memberships - WP Polls **New Triggers:** - AffiliateWP – A user becomes an affiliate - AffiliateWP – A new affiliate is awaiting approval - AffiliateWP – A new affiliate is approved - AffiliateWP – An affiliate makes a referral of a specific type - WooCommerce ShipStation – An order is shipped - WooCommerce Memberships – A user is added to a membership plan - WordPress – A user role is added - WordPress – A user role is updated - WP Polls – A user submits a poll **New Actions:** - Restrict Content Pro – Add the user to a membership level - WooCommerce Memberships – Add the user to a membership plan **Added:** - WP Foro tokens - Automator UI will no longer show deprecated triggers - BuddyBoss + BuddyPress Activity content and ID as trigger tokens **Updates:** - bbPress – A user creates a topic in a forum – Added “Any forum” option - Some trigger sentence updates - Transient’s key name updated from general post\_type to md5 post\_type to avoid conflicts in trigger options **Fixes:** - Automator review banner’s X now hides the banner permanently - BuddyBoss – Social network profile token now works reliably - Event Manager – Fixed notices - Fluent Forms no longer shows as an available integration when only Fluent CRM is installed - LearnDash – Quiz id is now passed for token parsing - MasterStudy LMS tokens now return the proper value when “Any \_\_\_\_\_\_” (course, lesson, quiz) is selected - PHP Notice: Undefined index: uniqElKey - Uncanny Continuing Education Credits – Award a number of custom CEUs to the user now working as expected - Uncanny Codes – Prefix/Suffix triggers now fire more reliably when used in multiple recipes - WP Foro – PHP Notice: Undefined index: post - WP Fusion triggers/actions now list tags as expected on all sites - WP Job Manager now fires more reliably when a job listing is posted by the user --- ### 2.9 \[2020-11-03\] **New Integrations:** - FluentCRM - MasterStudy LMS - Restrict Content Pro - Uncanny Continuing Education Credits - WP Job Manager **Triggers Added:** - Automator Core – A user completes a recipe - BuddyBoss – A user creates a topic in a forum - BuddyBoss – A user replies to a topic in a forum - FluentCRM – A tag is added to a user - FluentCRM – A user is added to a list - MasterStudy LMS – A user completes a course - MasterStudy LMS – A user completes a lesson - MasterStudy LMS – A user passes a quiz - MasterStudy LMS – A user fails a quiz - MasterStudy LMS – A user is enrolled in a course - Restrict Content Pro – A user purchases a membership level - Uncanny Continuing Education Credits – A user earns a specific number of credits - WP Job Manager – A user submits a specific type of job - WP Job Manager – A user submits a resume - WP Job Manager – A user applies for a job **Actions Added:** - FluentCRM – Add a tag to the user - FluentCRM – Add the user to a list - MasterStudyLMS – Mark a course complete for the user - Uncanny Continuing Education Credits – Award a number of custom credits to the user **Updates**: - WP Fluent Forms integration renamed to Fluent forms - Fluent Forms: “Numeric” field type now available as tokens in integer type action fields - Trigger: LearnDash – A verb is recorded from a Tin Canny module – Created separate tokens for lesson and topic - Default number of times a recipe will run per user is now Unlimited instead of 1 - New triggers and actions added to a recipe now default to Live status when the recipe is in Draft status - Trigger: The Events Calendar – A user registers for an event now includes the option “Any event” - Improved compatibility with Events Manager Zoom and Schema & Structured Data for WP & AMP plugins - Trigger: WordPress Core – A user creates a post changed to A user publishes a type of post with a taxonomy term in a taxonomy - Trigger: WordPress Core – A user comments on a post – Added Post Type selector - Automator log tables structure updates **Fixes**: - Fluent forms triggering any form without checking form ID - Elementor – Checkbox field tokens now return all selected values - WP Courseware – User completes a module – Tokens now resolve values correctly - “Use a custom value” no longer appears multiple times in a dropdown while the action UI is fetching values - Multi-select fields now show a comma-separated list of values when appearing in a trigger or action sentence - First recipe attempt after truncation of recipe log table or purge of recipe logs now completes successfully - MySQL 8.x recipe table AUTO INCREMENT issue - Triggers/actions moved between integrations are now updated in recipes that are set to draft status - Recipes with multiple triggers now resolve tokens properly for all triggers - Actions in draft status no longer log an entry in the Action log - Action: LearnDash – Mark a lesson complete for the user – No longer includes the option “Any lesson” - Trigger: WordPress Core – A user is created – Now fires more reliably - LearnDash – Triggers/Actions now load all child objects instead of first 20 only - PHP Notice: Undefined index in automator-recipe-helpers.php on line 328 --- ### 2.8.3 \[2020-10-15\] - Fixed: Token QUIZPERCENT for A user achieves a percentage greater than, less than or equal to a value on a quiz - Fixed: Incorrect namespace on helper files for some integrations --- ### 2.8.2 \[2020-10-14\] - Added: Additional tokens for GiveWP triggers - Update: Renamed WP Fluent Forms to Fluent Forms - Updated: Twilio API – Folders now excluded from loader - Updated: Added compatibility with Phlox theme - Fixed: Description on Password field in Anonymous Recipe User Selector updated to reduce confusion (Uncanny Automator Pro only) - Fixed: Integromat – Namespace in helper file use statement - Fixed: Child dropdown values now load previously saved values when editing recipes --- ### 2.8.1 \[2020-10-01\] - Added: WooCommerce token: Order product links - Updated: Performance optimizations - Fixed: Elementor – PHP warning: Invalid argument supplied foreach() - Fixed: PHP Uncaught Error: Call to undefined method in Automator Core trigger on activation for some environments --- ### 2.8 \[2020-09-24\] - New Integration: BuddyBoss - New Integration: Elementor - New Integration: Events Manager - New Integration: HappyForms - New Integration: Integromat - New Integration: MailPoet 3 - Added: Action: MailPoet 3 – Add the user to a list - Added: Action: MailPoet 3 – Add a subscriber to a list - Added: Trigger: HappyForms – A user submits a form - Added: Trigger: BuddyBoss – A user updates their profile - Added: Trigger: BuddyBoss – A user updates their avatar - Added: Trigger: BuddyBoss – A user replies to a topic in a forum - Added: Trigger: BuddyBoss – A user accepts a friendship request - Added: Trigger: BuddyBoss – A user sends a friendship request - Added: Trigger: BuddyBoss – A user gains a new follower - Added: Trigger: BuddyBoss – A user sends an email invitation - Added: Trigger: BuddyBoss – A user posts activity to their stream - Added: Action: BuddyBoss – Add the user to a group - Added: Trigger: BuddyBoss – A user activates their account - Added: Trigger: BuddyPress – A user updates their profile - Added: Trigger: BuddyPress – A user updates their avatar - Added: Trigger: BuddyPress – A user accepts a friendship request - Added: Trigger: BuddyPress – A user sends a friendship request - Added: Trigger: Elementor – A user submits a form - Added: Action: Integromat – Send a webhook to Integromat - Added: Trigger: Events Manager – A user registers for an event - Added: Trigger: WordPress Core – A user creates a post - Added: Trigger: Automator Core – A user completes a recipe - Added: Ability to use a token from a trigger as a custom value in actions - Fixed: Trigger: The Events Calendar – A user registers for an event now fires reliably when ticket is purchased via WooCommerce - Fixed: Logic issue in “Log the user in” option in Anonymous recipes (Automator Pro only) - Fixed: WooCommerce triggers – Triggers not firing in some situations - Fixed: WooCommerce triggers – Billing email token can now be used in email address fields - Fixed: Inconsistencies in some trigger/action sentences - Fixed: Incorrect logic in trigger\_meta function affecting custom triggers - Fixed: Trigger section label on first creation of an Anonymous recipe now reads “Anonymous trigger” --- ### 2.7.1 \[2020-09-10\] - Updated: manage\_options capability now required to manage Automator recipes - Fixed: Action: WordPress – Create a post – Post title no longer replaces spaces with hyphens - Fixed: LearnDash – “Any lesson” option not appearing in lesson dropdown when “Any course” is selected - Fixed: Trigger: WooCommerce – Product tokens now return proper values when “Any product” is selected - Fixed: HTML entity not rendering in Anonymous Recipe user selector UI - Fixed: Learndash triggers: Grammar issue: A user \_\_\_\_\_\_\_\_\_ 1 times changed to A user \_\_\_\_\_\_\_\_\_ 1 time(s) --- ### 2.7 \[2020-08-26\] - Added: New Integration – Uncanny Codes - Added: New Integration – Uncanny Groups - Added: New Integration – WP Webhooks - Added: New Integration – Wishlist Member - Added: New Integration – GiveWP - Added: Trigger: Automator Core – An Automator recipe completes with errors - Added: Trigger: Uncanny Codes – A code is redeemed - Added: Trigger: Uncanny Codes – A user redeems a code with a specific prefix - Added: Trigger: Uncanny Codes – A user redeems a code with a specific suffix - Added: Action: Uncanny Groups – Create an Uncanny group - Added: Trigger: WP Webhooks – A webhook trigger is triggered - Added: Trigger: Wishlist Member – A user is added to a membership level - Added: Trigger: Wishlist Member – A user is removed from a membership level - Added: Action: Wishlist Member – Add the user to a membership level - Added: Trigger: GiveWP – A user makes a donation via a form - Added: Action: LearnDash – Create a group - Added: Action: LearnDash – Make the user leader of a group - Updated: All logs now sorted by most recent activity first on initial load - Fixed: Manual sorting in logs now works properly on all columns - Fixed: User ID token now correctly outputs the user’s ID - Fixed: Trigger: MemberPress – A user purchases a one-time membership – Now fires consistently when a user account is created during checkout - Fixed: MySQL 8.x AUTO\_INCREMENT related issues on some server configurations - Fixed: Formidable Forms – Fixed PHP notice on tokens for form name, multi-select field and file upload field - Fixed: Adding a trigger that uses AJAX to load values while another is open no longer causes AJAX to fail on the first trigger --- ### 2.6.1 \[2020-07-30\] - Fixed: Updated trigger log query to use wpdb postmeta instead of wp\_postmeta --- ### 2.6 \[2020-07-20\] - Added: Upsell Plugin integration - Added: Trigger: Upsell Plugin – A user purchases a product - Added: Action: WordPress Core – Create a post - Added: Action: Groundhogg – Apply a tag to the user - Added: Action: Groundhogg – Remove a tag from the user - Added: Action: Send data to webhook – Now supports headers - Updated: Trigger: Send data to a webhook is now found in the Uncanny Automator integration - Updated: Trigger and Action log entries now display full sentences with saved values - Updated: Further improved performance for BuddyPress, GamiPress, MyCred and BadgeOS users - Updated: Improved consistency of strings across the plugin - Updated: Additional detail is now shown by default in trigger and action logs - Updated: Field label text on webhook actions - Fixed: MemberPress tokens now rendering correct values --- ### 2.5.2 \[2020-07-16\] - Fixed: Recipes set to “Unlimited” times per user now fire correctly --- ### 2.5.1 \[2020-07-13\] - Updated: Trigger log now shows trigger run # - Updated: Database structure and added Views for complex queries - Fixed: Number of times not working for some triggers - Fixed: In-progress triggers not showing up in trigger log --- ### 2.5 \[2020-07-02\] - Added: WP Foro integration - Added: Trigger: WP Foro – A user creates a new topic in a forum - Added: Action: WP Foro – Set user reputation - Added: Action: WP Foro – Add the user to a group - Added: MyCred integration - Added: Action: MyCred – Award a badge to the user - Added: Action: MyCred – Award a rank to the user - Added: Action: MyCred – Award points to the user - Updated: Improved performance of BuddyPress and GamiPress integrations - Updated: Database code cleanup, table engine switched from myisam to innodb, updated indexes - Fixed: Button on settings pages not showing on mobile - Fixed: Recipe completions with status “Completed with errors” can now be re-completed by the same user (if “Times per user” supports additional completions) --- ### 2.4.2 \[2020-06-18\] - Fixed: Ultimate Member – Tokens for select, checkbox and radio fields now pass values properly - Fixed: Trigger/Action values that are very large integers now handled correctly - Fixed: Action log showing duplicate entries for some recipes --- ### 2.4.1 \[2020-06-15\] - Updated: Strings tweaked for improved consistency - Fixed: REST API route for incoming webhook triggers --- ### 2.4 \[2020-06-12\] - Added: New Integration – Tutor LMS - Added: New Integration – Fluent Forms - Added: Trigger: Tutor LMS – A user passes a quiz - Added: Trigger: Tutor LMS – A user fails a quiz - Added: Trigger: Tutor LMS – A user attempts a quiz - Added: Trigger: Tutor LMS – A user completes a course - Added: Trigger: Tutor LMS – A user completes a lesson - Added: Trigger: Fluent Forms – A user submits a form - Added: Action: WordPress Core – Create a user - Added: Settings page - Added: Transient cache on edit recipe page to temporarily cache frequent queries (edited) - Fixed: Trigger: Paid Memberships Pro – Membership expires now fires consistently --- ### 2.3 \[2020-06-05\] - Added: BadgeOS integration - Added: Action: BadgeOS – Award an achievement to the user - Added: Action: BadgeOS – Award a rank to the user - Added: Action: BadgeOS – Award a number of a certain type of points to the user - Added: Additional tokens for Woocommerce triggers - Added: Post ID is now displayed next to post title in dropdowns --- ### 2.2 \[2020-05-29\] - Added: Ultimate Member integration - Added: Trigger: Ultimate Member – A user registers with a form - Added: Trigger: Ultimate Member – A user logs in with a form - Added: Trigger: Ultimate Member – A user becomes inactive - Added: Trigger: Ultimate Member – A user’s role changes to a specific role - Fixed: WP Forms – Trigger tokens not resolving correctly - Fixed: Forminator – Trigger tokens not resolving correctly - Fixed: GamiPress – Award points to user action now accepts tokens - Fixed: Magic Button – Action now fires correctly when multiple recipes are using a Magic Button trigger - Fixed: Edit recipe page no longer reloads if a 403 error is received on an AJAX call --- ### 2.1.5 \[2020-05-21\] - Added: Paid Memberships Pro integration - Added: WP Fusion Lite integration - Added: Trigger: Paid Memberships Pro – A user purchases a membership - Added: Trigger: Paid Memberships Pro – A user cancels a membership - Added: Trigger: Paid Memberships Pro – A user’s subscription to a membership expires - Added: Trigger: WP Fusion Lite – Add a tag to the user - Updated: Added workaround for Salient theme global CSS in wp-admin --- ### 2.1.4 \[2020-05-12\] - Added: Forminator integration - Added: Trigger: Forminator – User submits a form - Updated: A number of trigger/action sentences for consistency and improved localization - Updated: Renamed Trigger, Action, Recipe “report” to “log” in some places for consistency - Updated: Moved Action Scheduler library to Uncanny Automator Pro - Updated: Additional checks on recipe closures (redirect) when doing\_ajax = true - Updated: Removed placeholders in trigger/action dropdown menus - Updated: Improved token handling for Contact Form 7 triggers - Fixed: Action: LearnPress – Enroll the user in a course not working correctly when course had a price assigned --- ### 2.1.3 \[2020-04-16\] - Fixed: Missing log menu entries --- ### 2.1.2 \[2020-04-16\] - Fixed: Automator menu entries were behaving inconsistently - Fixed: Undefined offset in automator-utilities.php on some older Automator Lite sites --- ### 2.1.1 \[2020-04-15\] - Updated: Trigger log now shows “(Reactivate Automator Pro to view)” for Automator Pro triggers when Automator Pro is deactivated - Fixed: Trigger: WordPress – User logs in now fires reliably --- ### 2.1 \[2020-04-15\] - Initial release on WordPress.org - Added: Email type fields in Ninja Forms, Caldera Forms, WP Forms and Formidable Forms now generate tokens for email type fields in Actions - Added: Trigger: LearnDash – A Tin Can verb is recorded from a Tin Can module now generates Course, Lesson and Topic tokens - Added: Global Tokens – Current date, Current time - Added: Category and Tag support for Recipes - Added: Support for redirects after some AJAX triggers including LearnDash quiz and H5P triggers - Added: Support for unlimited triggers per recipe - Updated: Trigger: LearnDash – Mark a course complete moved from Uncanny Automator Pro to Uncanny Automator - Updated: Action: WordPress – Send data to webhook moved from Uncanny Automator Pro to Uncanny Automator - Updated: Action: Zapier – Send data to Zapier moved from Uncanny Automator Pro to Uncanny Automator - Updated: Action: BuddyPress – Add user to a group moved from Uncanny Automator Pro to Uncanny Automator - Updated: automator-options.php file refactored into integration-specific helper files (internal) - Updated: select2 JavaScript library - Updated: Action fields now support multiple tokens per field - Updated: Webhook actions now use WordPress HTTP API instead of cURL - Updated: Most action fields now support the token selector - Updated: Centralized input sanitization functions - Updated: Removed EDD licensing code - Updated: Child posts (triggers, actions, redirects) are now set to draft status when a recipe is moved to the trash - Fixed: Token processing files no longer loading when not necessary - Fixed: Trigger: LearnDash – User completes a topic/User completes a lesson – Course Title token now correctly displays course title - Fixed: Popup Maker – PHP warning: in\_array() expects parameter 2 to be array - Fixed: Trigger: WordPress – User views a page PHP notice on non-post URLs - Fixed: Recipe log database table not created on some sites - Fixed: Trigger: LearnDash – Some quiz triggers were not firing - Fixed: Trigger: All form integrations – Tokens for all form fields now appear even if Automator Pro is not activated - Fixed: Support links on triggers and actions now go to automatorplugin.com knowledge base --- ### 2.0.3 - Updated: EDD updater class - Updated: WooCommerce – User Purchases a Product trigger now fires more reliably - Updated: Many triggers now include Post ID as token (for future usage in actions) - Updated: GamiPress – Award Points action – Now supports tokens - Fixed: LearnDash – Quiz triggers were not firing on some sites - Fixed: Recipe/trigger/action log filter placeholder text no longer cut off on Chrome on Mac - Fixed: SQL syntax error in uncanny\_automator\\Automator\_Input\_Parser->parse\_vars - Fixed: Select2 dropdowns with placeholders not working correctly in Firefox - Fixed: License activation page would show license as not activated even when activated successfully --- ### 2.0.2 Updated – Changed text “Anonymous triggers” to “Anonymous trigger” since Anonymous recipes support only a single trigger Fixed – Recipe log database table not created on some sites, preventing recipes from firing --- ### 2.0.1 - Updated: Core framework updates to support changes in Pro plugin version 2.0.1 --- ### 2.0 - Added: Trigger: WordPress – User views a custom post type - Added: MemberPress – All registration form fields now available as tokens - Added: WordPress – User Submits a Comment on a Post – Tokens for author name and author email - Added: Excluded some actions when doing AJAX requests that caused problems; added filter to include additional actions (automator\_post\_actions\_ignore\_list) - Added: {{USERMETA:KEY}} token allows the use of any usermeta value in an action - Added: {{reset\_pass\_link}} token generates a user-specific password reset link - Updated: Placeholder text in “Times per user” field changed to “Unlimited” - Updated: Improved performance - Fixed: LearnPress – User is enrolled in a course trigger now working properly - Fixed: LearnDash – Quiz Triggers were using incorrect parameter values - Fixed: Trigger options now loading as expected on Multisite - Fixed: Fatal error on plugin reactivation if Automator posts are manually deleted from database - Fixed: Recipe completion count on recipe list page now more accurate --- ### 1.5.2 - Fixed: Removed debugging code and log files --- ### 1.5.1 - Fixed: Popup Maker – Popups not loading on non-Automator triggers --- ### 1.5 - Added: Beta performance setting – Enable performance mode – Reduce the number of queries Automator performs on each page load – Disabled by default - Added: Beta performance setting – Prevent Automator from initializing multiple times on some pages – Prevents Automator fro loading on AJAX and REST API calls – Enabled by default - Updated: Improved support for recipes executing correctly when an administrator performs a trigger action on an user (e.g. “User enrolls in a course”) - Updated: WooCommerce – User Purchases a Product trigger – Now hooked to woocommerce\_payment\_complete action instead of woocommerce\_pre\_payment\_complete action - Fixed: Bug that prevented child objects from loading in hierarchical dropdowns in triggers and actions --- ### 1.4.1 - Updated: Improved performance - Updated: Tweaked layout of Edit Recipe page - Fixed: WooCommerce: User Purchases a Product trigger would not fire on purchase --- ### 1.4 - Added: Action: LearnPress – Mark a lesson complete - Added: Action: LearnPress – Mark a section complete - Added: Action: Caldera Forms – User submits a form - Added: MemberPress Triggers: Added “Any” one-time/recurring subscription product options - Added: Trigger: LearnDash/Tin Canny – Integration moved to Automator Lite plugin from Automator Pro plugin - Updated: Trigger: LearnDash/Tin Canny – “Any module” option added - Fixed: Action: Send An Email – Proper token values now returned for triggers with “Any” option selected - Fixed: Number of Times token now returns a value --- ### 1.3 - Added: Trigger: LifterLMS – User fails a/any quiz - Added: Trigger: LifterLMS – User passes a/any quiz - Added: Trigger: LifterLMS – User attempts a/any quiz - Added: Trigger: LifterLMS – User completes a/any section - Added: Action: LifterLMS – Mark a section complete - Added: Action: LifterLMS – Mark a lesson complete - Added: Trigger: Formidable Forms – User submits a form - Updated: Minimized code updated to avoid malware false positive in WordFence - Updated: All plugin integration files moved to Automator Lite to support third-party/custom triggers/actions for all supported plugins --- ### 1.2 - Added: Action: GamiPress – Award Points - Added: Action: GamiPress – Award Rank - Added: Action: GamiPress – Award Achievement - Added: Trigger: MemberPress – User purchases a/any one-time subscription product - Added: Trigger: MemberPress – User purchases a/any recurring subscription product - Updated: Sanitized all incoming $\_POST data - Updated: Moved core i18n support into “i18n” composite class - Updated: Move core registration functions into “register” composite class - Updated: Move core data fetch functions into “get” composite class - Updated: Move core general functions into “utilities” composite class - Updated: Changed minimized function name to avoid false-positive threat detection in Wordfence - Known Issue: Trigger: MemberPress – User purchases a/any recurring subscription product will not fire if the user does not pay for the subscription (e.g. uses a 100% off coupon) due to the way the MemberPress action is built --- ### 1.1 - Added: Trigger: WP Forms – User submits a form - Added: Trigger: Ninja Forms – User submits a form - Added: Ability for developers to add a button to trigger/action options panels - Added: Allow configuration priorities to be filtered - Updated: Changed SPL auto loader to check integration status before loading - Updated: Add integration filter - Updated: Feedback icon from bug to lightbulb - Updated: Instructions for activating a Pro license key --- ### 1.0 - Official Release - Beta Changelog --- ### 0.6 - Added: New triggers and actions for WP LMS, WP Courseware, LearnDash, Gravity Forms, Zapier, and BuddyPress - Added: Updates for compatibility with Uncanny Automator Pro - Added: Ability to dynamically generate tokens in the recipe UI - Added: Ability to dynamically generate token values from trigger meta - Added: Deleting a recipe deletes associated triggers, actions and log data - Updated: Tokens are now inserted at cursor position instead of at the end of the field content - Updated: Made post-recipe redirects draft by default - Updated: Recipe is now automatically set to draft if it becomes invalid (no valid or live triggers or actions) - Updated: Triggers and actions that are removed from the system now show an “item missing” message in the recipe UI - Fixed: Default value for recipe iterations is now 1 - Fixed: Selects are now clickable after canceling a previous selection - Fixed: Sorting and searching in logs - Fixed: Add Media button now works in Send Email action - Fixed: Pasting text into email body field now registers new content in the field - Fixed: Bugs in some triggers and actions - Fixed: Recipe box no longer appears on non-recipe post types - Fixed: Action log table not created on some hosts --- ### 0.5 - Added: Triggers: User completes a course/lesson (LifterLMS and LearnPress), User is enrolled in a course (LifterLMS), User registers for an event (The Events Calendar + Event Tickets), User purchases a product (WooCommerce and Easy Digital Downloads), User submits a comment on a post - Added: Enroll user in course (LifterLMS and LearnPress), Remove user from course (LifterLMS) - Added: Recipe run number column to trigger and action logs - Added: Cancel button to “Select a Trigger” and “Select an Action” dialogs - Updated: Course > Lesson > Topic drilldown added to User completes a lesson and User completes a topic triggers (LearnDash) - Updated: Logs now load via AJAX - Updated: Current value is pre-selected in dropdown when modifying trigger/action options - Updated: Existing actions are no longer hidden when adding a new action - Updated: Send an Email action now supports multiple comma separated emails in all email fields - Updated: Improved translation support - Updated: The icon and integration tag next to triggers/actions is no longer clickable - Updated: Recipe status is now listed as “Completed with errors” in the recipe log if an action encounters an error - Updated: Plugin now prompts for confirmation when deleting or switching items to draft on live recipes - Updated: Default recipe iterations is now “1” instead of “unlimited” - Updated: Refactored UI JS - Fixed: Trigger and action log would fail to load in some environments - Fixed: Duplicates in trigger and action logs - Fixed: Actions in draft status no longer appear in logs - Fixed: Automator menu sometimes appeared twice in the WordPress admin dashboard - Fixed: Vertical alignment of column data on recipe list page - Known Issue: Log sorting and searching is not working - Known Issue: Default recipe iterations per user is “unlimited” even though it shows “1”. To change this, resave the iteration value - Known Issue: The Reset Course Progress action deletes quiz attempts for all quizzes in the course, including those attempts that may have been made in other courses (when “Shared Course Steps” is enabled) - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Attempting to leave the page after editing the recipe title will show a warning about unsaved data, even though all data has been saved --- ### 0.4 - Added: Each trigger and action now has its own draft/live switch - Added: Recipes now have a new Draft/Live switch instead of “Save Draft”, “Publish” and “Update” buttons - Added: Ability to set the number of times a user can complete a recipe (default is unlimited) - Added: Gravity Forms trigger: User submits a form with a specific value in a specific field - Added: WooCommerce trigger: User completes an order with an order total greater than, less than or equal to a specific dollar amount - Added: Ability to add unlimited actions per recipe - Fixed: Issue with “Auto-draft” posts being created - Known Issue: The Reset Course Progress action deletes quiz attempts for all quizzes in the course, including those attempts that may have been made in other courses (when “Shared Course Steps” is enabled) - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Attempting to leave the page after editing the recipe title will show a warning about unsaved data, even though all data has been saved --- ### 0.3 - Added: Action: Set User Meta - Added: Action: Reset Course Progress - Added: Triggers, Actions and Completed Runs columns on Recipes page - Added: “Cancel” button in trigger/action option boxes - Added: Method to sort entries in trigger/action option dropdowns - Added: Error checking triggers/actions on recipe save - Added: Token selector UI on TinyMCE fields - Added: URL validation in redirect field - Updated: Trigger/action post title is now set to the corresponding trigger/action sentence to assist debugging and logging - Updated: “Any \_\_\_\_\_” options moved to top of trigger dropdowns - Updated: Removed redundant “Select a \_\_\_\_\_\_\_” placeholders from trigger/action option dropdowns - Updated: Recipes are ignored for logged-out users - Updated: Default sort order on logs is now most recent first - Updated: Refactored token and trigger-handling code - Updated: If a recipe tries to run an action in a plugin integration that is no longer active, an error is logged - Known Issue: The Reset Course Progress action deletes quiz attempts for all quizzes in the course, including those attempts that may have been made in other courses (when “Shared Course Steps” is enabled) - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Leaving a recipe open on its edit page will create a new Auto Draft post each time WordPress auto-saves the recipe --- ### 0.2 - Added: “Any” options to most LearnDash triggers (e.g. “Any Course”, “Any Lesson”, etc.) - Added: WordPress editor to “Send an email” action - Updated: Administrator users are no longer affected by “Change user role” action - Updated: If a recipe is created and a plugin that the recipe relies on is deactivated, the triggers and actions for that plugin will not be executed - Updated: Recipe, Trigger and Action log design and layout - Updated: Numerous internal framework improvements - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Recipes can be set to published status with invalid selections/data in triggers and actions. These recipes may exhibit unpredictable behaviour --- ### 0.1 - Known Issue: If a recipe is created and then a plugin that the recipe relies on is deactivated, the recipe may exhibit unpredictable behavior - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Recipes can be set to published status with invalid selections/data in triggers and actions. These recipes may exhibit unpredictable behavior - Known Issue: “User views a page” trigger does not work on the WooCommerce shop page **Article Categories:** Key Resources --- ### [Uncanny Automator Pro Changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-pro-changelog/) **Published:** October 12, 2018 **Author:** Ryan Moore **Content:** ### 7.3.0.6 \[2026-06-13\] - Maintenance: Updated internal version and refreshed plugin package. --- ### 7.3.0.4 \[2026-06-12\] **Fixed:** - LearnDash – Course enroll/unenroll/expiry triggers now return the correct Course ID token value #4426 - Loop filters – WordPress, WordPress-MU and LearnDash – Some loop filters no longer get silently skipped under demand-driven loading #4428 --- ### 7.3.0.3 \[2026-06-10\] **Fixed:** - Magic Button/Link – Post ID & Post title tokens return 0/empty after lazy-load migration #4419 - WordPress – A user updates a post in a specific status & A user updates a post with a specific term in a specific taxonomy – Only one recipe fires per post due to dedup keyed by code #4423 **Under the Hood:** - Multiple integrations – Correct invalid singular `supports_token` definitions to plural `supports_tokens` #4410 - Normalize UTM tags on in-plugin links #4422 --- ### 7.3.0.2 \[2026-06-07\] **Fixed:** - Scheduled actions – Fixed an issue where actions with a delay or custom schedule were marked as “Skipped” and never ran #4416 --- ### 7.3.0.1 \[2026-06-06\] **Fixed:** - Gravity Forms – Fixed an issue where lazily fired triggers could fail and leave recipes stuck “In Progress” #7859 #4415 - Recipe UI & LearnDash – Fixed an issue where LearnDash triggers could not be selected in the recipe editor when the group hierarchy setting was disabled #4413 --- ### 7.3.0 \[2026-06-04\] **New Plugin Integration:** - SaveTo Wishlist #4067 **New Triggers:** - Advanced Custom Fields – A field is deleted on a post #4103 - Advanced Custom Fields – A row is added to a repeater/flex field on a post #4104 - Advanced Custom Fields – An options page is saved #4105 - Charitable – A PayPal IPN is received with a payment status #3946 - Charitable – A Stripe webhook event is received #3945 - Charitable – A campaign is created or updated #3948 - Charitable – A donation is processed via a payment gateway #3947 - Charitable – A refund is initiated via a payment gateway #3949 - Charitable – A donation’s status transitions from a status to a status for a campaign #3939 - Charitable – A donor’s consent is updated #3943 - Charitable – A donor’s email address is verified #3942 - Charitable – A donor’s profile is updated #3941 - Charitable – A recurring donation to a campaign changes status to a status #3944 - Groundhogg – A contact clicks a link in an email #3879 - Groundhogg – A contact is created #3874 - Groundhogg – A contact opens an email #3878 - Groundhogg – A contact’s opt-in status changes #3875 - Groundhogg – A flow step for a contact results in a status #3880 - Groundhogg – A task is completed for a contact #3876 - Groundhogg – A task is marked incomplete for a contact #3877 - JetEngine – A custom content type item is created #4113 - JetEngine – A custom content type item is updated #4114 - JetEngine – A user submits a form #4111 - JetEngine – A user updates a user meta field #4112 - Meta Box – A field is updated on a settings page #4122 - Meta Box – A meta box is saved #4120 - Meta Box – A term meta field is updated on a taxonomy #4121 - Meta Box – A user submits a frontend form #4123 - SaveTo Wishlist – A product in a wishlist goes on sale #4203 - SaveTo Wishlist – A product in a wishlist is back in stock #4204 - SaveTo Wishlist – A user deletes a wishlist #4200 - SaveTo Wishlist – A user makes a wishlist public #4201 - SaveTo Wishlist – A user purchases a product from their wishlist #4202 - SaveTo Wishlist – A user updates the quantity of a product in their wishlist #4199 - The Events Calendar – Event Tickets Plus – A user is promoted from the waitlist for an event #3967 - The Events Calendar – Event Tickets Plus – A user joins the waitlist for an event #3965 - The Events Calendar – Event Tickets Plus – A waitlist subscriber for an event is notified #3966 - The Events Calendar – Event Tickets Plus – An attendee is created via Easy Digital Downloads for an event #3971 - The Events Calendar – Event Tickets Plus – An attendee is created via WooCommerce for an event #3969 - The Events Calendar – Event Tickets Plus – An attendee’s information for an event is updated #3972 - The Events Calendar – Event Tickets Plus – The waitlist for an event is closed #3968 - The Events Calendar – Event Tickets Plus – WooCommerce tickets are generated for a ticket type on an event #3970 - The Events Calendar – Events Calendar Pro – A recurring event is saved #3961 - The Events Calendar – Events Calendar Pro – An event is duplicated #3962 - The Events Calendar – Events Calendar Pro – An event in a series is updated #3964 - WP Multisite – A plugin is network-activated #3823 - WP Multisite – A plugin is network-deactivated #4188 - WP Multisite – A site is created in the network #3814 - WP Multisite – A site is deleted from the network #3815 - WP Multisite – A subsite is activated #3819 - WP Multisite – A subsite is archived #3816 - WP Multisite – A subsite is deactivated #3818 - WP Multisite – A subsite is unarchived #3817 - WP Multisite – A user is granted super admin privileges #3821 - WP Multisite – A user is removed from a subsite #3820 - WP Multisite – A user’s super admin privileges are revoked #3822 **New Actions:** - Advanced Custom Fields – Add a row to a repeater/flex field on a post #4109 - Advanced Custom Fields – Update a field on a post to a specific value #4107 - Advanced Custom Fields – Update a field on an options page to a specific value #4110 - Advanced Custom Fields – Update a field on the user to a specific value #4108 - Charitable – Add an email to a donor #3953 - Charitable – Cancel a pending donation #3957 - Charitable – Create a campaign #3951 - Charitable – Delete a donor #3955 - Charitable – Link a donor to a WP user #3954 - Charitable – Update a donor’s primary address #3952 - Charitable – Update a donor’s social links #3956 - Generator – Generate a UUID #4129 - Generator – Generate a random number between a minimum and a maximum #4128 - Generator – Generate a slug from text #4127 - JetEngine – Create an item in a custom content type #4119 - JetEngine – Delete an item from a custom content type #4117 - JetEngine – Set a field on a post to a specific value #4116 - JetEngine – Set the user’s user meta field to a specific value #4115 - JetEngine – Update an item in a custom content type #4118 - Meta Box – Set a field on a post to a specific value #4124 - Meta Box – Set a field on a term to a specific value #4126 - Meta Box – Set the user’s field to a specific value #4125 - QR Code – Generate a Wi-Fi QR code #4131 - QR Code – Generate a calendar-event QR code #4132 - QR Code – Generate a contact-link QR code #4133 - QR Code – Generate a vCard QR code #4130 - SaveTo Wishlist – Delete a wishlist #4206 - SaveTo Wishlist – Grant edit permission for a wishlist #4211 - SaveTo Wishlist – Move a product from a wishlist to another wishlist #4208 - SaveTo Wishlist – Set the quantity of a product in a wishlist to a specific value #4207 - SaveTo Wishlist – Set the user’s default wishlist to a wishlist #4209 - SaveTo Wishlist – Share a wishlist #4210 - SaveTo Wishlist – Update a wishlist #4205 - SliceWP – Add a new commission for an affiliate #2644 - The Events Calendar – Event Tickets – Check in an attendee by email for an event #4404 - The Events Calendar – Event Tickets – Undo check-in for an attendee by email for an event #4405 - The Events Calendar – Event Tickets Plus – Add a subscriber to the waitlist for an event #3973 - The Events Calendar – Event Tickets Plus – Promote the next users from the waitlist for an event #3974 - WP Admin – Activate a plugin #4077 - WP Admin – Clear a cache type #4081 - WP Admin – Deactivate a plugin #4078 - WP Admin – Delete an option #4085 - WP Admin – Get the site health info #4075 - WP Admin – Get the value of an option #4086 - WP Admin – Install a plugin #4076 - WP Admin – Resave the site permalinks #4090 - WP Admin – Schedule a cron event #4082 - WP Admin – Set the date and time format #4092 - WP Admin – Set the reading settings #4091 - WP Admin – Set the site’s search engine visibility to a setting #4089 - WP Admin – Set the site name to a specific value #4087 - WP Admin – Set the site tagline to a specific value #4088 - WP Admin – Set the value of an option #4084 - WP Admin – Switch the active theme to a theme #4080 - WP Admin – Unschedule a cron event #4083 - WP Admin – Update a plugin #4079 - WP Admin – Update the additional CSS in the customizer #4093 - WP Multisite – Activate a subsite #3829 - WP Multisite – Archive a subsite #3826 - WP Multisite – Create a subsite with a domain path #3824 - WP Multisite – Deactivate a subsite #3828 - WP Multisite – Delete a subsite from the network #3825 - WP Multisite – Get the value of an option from a subsite #3832 - WP Multisite – Grant super admin privileges to a user #3835 - WP Multisite – Mark a subsite as spam #3830 - WP Multisite – Network-activate a plugin #3837 - WP Multisite – Network-deactivate a plugin #3838 - WP Multisite – Remove a user from a subsite #3833 - WP Multisite – Revoke super admin privileges from a user #3836 - WP Multisite – Set an option on a subsite #3831 - WP Multisite – Change the user’s role to a new role on a subsite #3834 - WP Multisite – Unarchive a subsite #3827 - WordPress Core – Execute a shortcode #4194 - WordPress Core – Update a comment #4193 **Updated:** - Asana & GitHub – Triggers moved to Automator Lite #4060 - WordPress Core – Add a taxonomy term to a post in a post type – Taxonomy term field is now a searchable, taxonomy-aware dropdown #4400 **Fixed:** - FluentCommunity – Add a post to a space – Line breaks and Markdown are now preserved in multi-line content #4406 - Formatter – Convert text into format – Title case now always capitalizes the first word #4186 - LearnDash – A user submits an assignment for a lesson or topic – No longer fires for unrelated courses/topics when “Any Lesson/Topic” is selected #3625 - LearnDash – Send a certificate – PDF certificates now render correctly on PHP 8+ #4195 - Run Code – Run JavaScript code – Now reliably outputs to the page (fixed shutdown-hook timing) #4402 - Schedule – Repeat every hour, day, week, month or year at a specific time – Quieted the undefined RECURRING\_TRIGGER\_META PHP warning #4064 - WP Job Manager – A user submits a specific type of job – Now fires for guest and programmatic submissions #4184 - WP Job Manager – A user applies for a job – Now fires for guest and programmatic submissions #4184 - WP Job Manager – A user submits a resume – Now fires for guest and programmatic submissions #4184 - Multiple integrations – Shared Free+Pro wiring (AJAX, hooks, migrations) – Restored after the 7.2 loader refactor silently broke Formidable field fetching, LearnDash quiz-answer triggers, Autonami list/tag triggers, BuddyPress, and Amelia #4042 **Under the hood:** - Framework migrations – Integrations modernized to the new framework: - Advanced Custom Fields #4096 - Fluent Forms #3933 - Generator #4097 - Groundhogg #3810 - JetEngine #4102 - Magic Button #4101 - Meta Box #4100 - QR Code #4099 - Run Code #4098 --- ### 7.2.1 \[2026-05-01\] **New Condition:** - Date and Time – The date and time are between a specific start and end date and time #4018 **Updated:** - RSS – Added support for Atom feeds #4035 **Fixed:** - Loopable token – Fixed Action Store cross-recipe contamination #4058 - RSS – Updated the items table handler to use INSERT IGNORE #4057 - RSS – Added the missing return statement in `is_item_unique` #4055 - RSS – Added JSON decoding for raw RSS titles #4056 - WP Admin – A plugin is updated or A theme is updated – Fixed empty tokens and duplicate firing caused by plugin or theme updates #4044 --- ### 7.2.0.2 \[2026-04-22\] **Fixed:** - Date and Time – Dates in DD/MM/YYYY no longer throw tantrums over months. #4020 - General – Loop filters now play nice with all conditions. #4025 - MemberPress – Tokens have learned what “ID” means without breaking a sweat. #4038 - RSS – RSS feeds now handle HTML entities like seasoned pros. #4022 - Thrive Apprentice – Grant the user access to a product – No longer runs twice. #4037 **Under the hood:** - Core – Gave Pro\_Premium\_Integration\_Items trait a graceful exit. #4013 --- ### 7.2.0.1 \[2026-04-09\] **Fixed:** - BuddyBoss / BuddyPress – Activity Topics dropdown – Added a check to prevent issues on installs where the feature isn’t available. #4011 **Under the hood:** - Legacy Helper chaining – Added a defensive check for method and property handling. #4010 --- ### 7.2.0 \[2026-04-07\] **New Action:** - AffiliateWP – Set an affiliate’s commission rate #3785 **New Conditions:** - AffiliateWP – An affiliate is/is not a specific status #3912 - AffiliateWP – An affiliate registered between specific dates #3914 - AffiliateWP – An affiliate’s commission rate meets a specific condition #3911 - AffiliateWP – An affiliate’s conversion rate meets a specific condition #3910 - AffiliateWP – An affiliate’s days since registration meet a specific condition #3915 - AffiliateWP – An affiliate’s most recent referral amount meets a specific condition #3916 - AffiliateWP – An affiliate’s most recent referral is/is not a specific status #3917 - AffiliateWP – An affiliate’s most recent referral is/is not a specific type #3918 - AffiliateWP – An affiliate’s paid/unpaid earnings meet a specific condition #3907 - AffiliateWP – An affiliate’s rate type is/is not a specific type #3913 - AffiliateWP – An affiliate’s referral count meets a specific condition #3908 - AffiliateWP – An affiliate’s visit count meets a specific condition #3909 **New Loop Filters:** - AffiliateWP – A referral is/is not a specific status #3905 - AffiliateWP – A referral is/is not a specific type #3906 - AffiliateWP – An affiliate has a referral whose amount meets a specific condition #3904 - AffiliateWP – An affiliate is/is not a specific status #3900 - AffiliateWP – An affiliate registered between specific dates #3902 - AffiliateWP – An affiliate’s commission rate meets a specific condition #3899 - AffiliateWP – An affiliate’s conversion rate meets a specific condition #3898 - AffiliateWP – An affiliate’s days since registration meet a specific condition #3903 - AffiliateWP – An affiliate’s paid/unpaid earnings meet a specific condition #3895 - AffiliateWP – An affiliate’s rate type is/is not a specific type #3901 - AffiliateWP – An affiliate’s referral count meets a specific condition #3896 - AffiliateWP – An affiliate’s visit count meets a specific condition #3897 - MemberPress – The user is/is not an active member of a membership #3744 **Updated:** - BuddyBoss/BuddyPress – Now you can add a touch of pizzazz with support for Activity Topics and Post Titles in the activity stream. #3718 - Delayed actions – Failed actions get an auto-retry with a spring clean of orphan hashes for good measure. #3793 - FluentCRM – Triggers now embrace the “Any” option because who doesn’t love options? #3746 - Recipe logs – Purging logs in chunks now respects memory limits, and dropdowns get cached for speed. #3794 - Woo – “Has/Has not” selection is now crystal clear for product purchases in recent days. #3774 **Fixed:** - Action conditions – Double quotes now encode without a hitch. #3886 - Delayed actions – Execution failures now opt for graceful exits, not dramatic collapses. #3798 - Date and time – Fixed day confusion on non-UTC and Sunday-first sites. #3936 - Loops – No more PHP notices on empty batches or bungled cancellations. #3799 - MemberPress – Membership expiration triggers now work even when expired manually. #3921 - MemberPress – Payment failure triggers now fire up even with manual payment status changes. #3678 - MemberPress – Juggling undefined array keys? Not anymore! #3868 - RafflePress – Giveaway trigger now validates specific entry actions properly, no more funny business. #3780 - Recipe logs – Time units in purges now get the attention they deserve. #3797 - SureCart – Argument counts now behave, whether inline or async with webhooks. #3778 - Thrive Apprentice – Correct recipe log reporting for users with product access. #3705 - Woo – HPOS compatibility refined for purchase conditions and order ID filters. #3766 - Security improvements – Because even code needs a bodyguard. #3863 - Webhook trigger – We sped up the slowpoke query in recipe lookups. #3871 **Under the hood:** - Integration loading is now demand-driven, so integrations only show up when summoned. #3803 - Integrations – We’ve pre-packed file maps to save you from runtime directory hide-and-seek. #3796 - Loops – Streamlined database with checkpoint intervals, because nobody likes chaos in their queries. #3795 - MailerLite – We’ve dressed it up in a snazzy new framework. #3758 --- ### 7.1.0 \[2026-02-27\] **New Plugin Integrations:** - All in one SEO #3713 - Rank Math SEO #3730 - Sugar Calendar #3728 - Yoast SEO #3729 **New Triggers:** - Sugar Calendar – An RSVP is submitted for an event #3732 - Sugar Calendar – An event is updated in a calendar #3731 **New Action:** - Sugar Calendar – Update an event #3733 **New Conditions:** - All in one SEO – A post’s SEO score is greater than, less than, or equal to a value #3714 - Rank Math SEO – A post’s SEO score is greater than, less than, or equal to a value #3737 - Yoast SEO – A post’s SEO score is greater than, less than, or equal to a value #3734 **New Loop Filters:** - All in one SEO – A post’s SEO field is/is not empty #3716 - All in one SEO – A post’s SEO score meets a condition #3715 - Rank Math SEO – A post’s SEO field is/is not empty #3739 - Rank Math SEO – A post’s SEO score meets a condition #3738 - Yoast SEO – A post’s SEO field is/is not empty #3736 - Yoast SEO – A post’s SEO score meets a condition #3735 **Fixed:** - Date time – Date parsing now correctly handles localized month names, so non-English sites can tell what month it is. #3675 - Loops – Added a safety iteration limit during batched deletions to prevent memory meltdowns when processing large datasets. Big loops, calmer servers. #3693 - StudioCart – A guest completes an order for a product – Fixed an issue where tokens weren’t parsing properly for guest checkouts. Guests now get the full token treatment. #3768 - Woo – Add a product to the cart – Products now reliably make it into the cart for guest users. No more disappearing acts. #3709 - WordPress – A specific meta key of a specific type of post is updated to a specific value – Corrected an incorrect meta value token inside loops so it finally reports the right data. Specificity restored. #3671 --- ### 7.0.0.2 \[2026-02-04\] **Fixed:** - Formidable Forms – Simplified helper calls for cleaner, happier code #3690 - User Selector – “Log the new user in” was being shy—now it logs them in as promised. #3666 - Woo Subscriptions – Extend subscription days now updates the “date\_modified” field like it should. #3703 - Token Loop – Uploaded CSV files are now looped as expected—back on track with your data. #3700 --- ### 7.0.0.1 \[2026-01-30\] **Fixed:** - Advanced Coupons – Store credit tokens were being shy—now they parse like pros. #3686 - BuddyPress – Group post authors are no longer invisible—welcome back! #3698 - Formidable – Simplified helper calls for cleaner, happier code. #3690 - Woo Memberships – Trigger now fires for the right user—admins can relax. #3668 - Gravity Forms – User registration triggers found their missing user context. #3696 --- ### 7.0.0 \[2026-01-15\] **New Trigger:** - Gravity Forms – A form entry is updated to a status #3619 **New Actions:** - Formidable Forms – Create an entry for a form #3256 - Gravity Forms – Update an entry of a form #3620 **New Token:** - WP Job Manager – Job URL #3516 **Breaking:** - Refactor Gravity Forms integration and extend token support #2883. **IMPORTANT: Update both Uncanny Automator and Uncanny Automator Pro to > v7.0 to avoid disruption to Gravity Forms recipes.** **Updated:** - Amelia – All booking and appointment triggers now fire when an admin adds an appointment from the backend. Admins, your time has come! #3643 - DB Query – Run an SQL query – Added a helper method with a sharper nose for danger—now better at spotting real threats without crying wolf #3660 - Gravity Forms – A specific field in an entry for a form is updated to a specific value – Now triggers more reliably. Mission: accomplished #3648 - Gravity Forms – An entry is deleted from a form – Deprecated due to changes in Gravity Forms that rendered this trigger ineffective. Thanks for the memories #3649 - Paid Memberships Pro – Add the user to a membership level – Action tokens now behave like proper members. No more token tantrums #3639 **Fixed:** - Gravity Forms – A user is registered – Now works in edge cases where it previously took a nap #3645 - Loops – Was tripping up when `AUTH_KEY` or `AUTH_SALT` weren’t defined. #3652 - MailerLite – Create or Update Subscriber – Stopped trying to turn names into dates. It was giving everyone an identity crisis #3657 - Plugin Actions – Some custom trigger recipes were on a coffee break and not firing—now they’re back to work #3641 - Presto – Automator Free/Pro version mismatch was causing PHP drama. We’ve brought peace to the versions #3650 - Recipe Logs – Scheduled actions are now properly deleted when their logs are—clean logs, clean conscience #3654 - TEC – An attendee is registered for an Event – “Any Event” tokens were showing up empty. We’ve filled them with purpose #3634 - Tutor LMS – Mark a course complete for the user – Fixed the dual-error personality depending on Strict/Flexible mode. It’s now on its best behavior #3637 - Woo Subscriptions – Subscription product options got a little consistency makeover—now triggers and actions are totally in sync #3628 **Under the hood:** - Centralized permission handling by introducing `automator_pro_get_capability()` and `automator_pro_get_admin_capability()` – Out with the old `manage_options`, in with the sleek, modern capabilities—now 7.0-ready and future-friendly #3663 - General integration – Upgraded to the new framework with manifest support and a small licensing fix—more brains, less bloat #3610 --- ### 6.10.0 \[2025-11-13\] **New Triggers:** - ACF – A sub field in a group field is updated #3555 - ACF – A sub field in a group field is updated to a specific value #3556 - EDD – Recurring Payments – A user’s subscription to a price option of a download expires #3585 - EDD – Recurring Payments – A user’s subscription to a price option of a download is renewed #3588 - EDD – Software License – A user’s license for a download is disabled #3591 - Woo – A coupon is created #3455 - Woo – An order is created #3581 **New Action:** - Woo – Create a simple product #3537 **New Condition:** - FluentCRM – User belongs/does not belong to a list #3573 **Fixed:** - ACF – A user updates a field on a post – Now plays nice with ACF Group fields—because fields within fields deserve love too. #3531 - Fluent Forms – Form ID token returning as empty – We filled in the blank where the Form ID token forgot to show up. It’s back and behaving. #3597 - LearnDash – A user’s access to a course expires – This trigger was partying multiple times for the same user. We’ve enforced a strict one-and-done policy. #3557 - MailerLite – Improved date format verification for custom date fields – No more time-traveling tokens—date formats now check out before checking in. #3386 - SureCart – A guest purchases a product – Got a bit too enthusiastic and fired twice. We’ve reminded it to chill and fire once. #3523 - TEC – An attendee is registered for an event – Default event ID was photobombing other tokens. We’ve told it to wait its turn. #3608 - Woo Subscriptions – Condition: The user has an active subscription to a specific product – Wasn’t listing all products. #3613 - Woo Subscriptions – Condition: The user does not have an active subscription to a specific product – Now with full product coverage. #3613 - Woo Subscriptions – The user has/does not have an active subscription of a product loop filter – The loop forgot to list some subscriptions. We reminded it. #3613 - Woo Subscriptions – Some triggers not firing in non-user context, i.e., during cron – These were ghosting cron jobs. We’ve made sure they now show up on time. #3613 **Internal:** - Tweak Pro plugin description – Polished the plugin’s elevator pitch. #3569 **Integration framework upgrades:** - Presto #3564 - SureCart #3523 - EDD – Recurring Payments #3585 --- ### 6.9.0 \[2025-09-18\] **New App Integrations:** - Asana #3465 - GitHub #3456 **New Triggers:** - Asana – A comment is added to a task in a specific project #3469 - Asana – A custom field of a task is set to a specific value #3471 - Asana – An approval task is set to a status #3470 - Asana – A task is created in a specific project #3467 - Asana – A task is updated in a specific project #3468 - EDD – A user cancels their subscription to a price option of a download #3486 - EDD – A user receives a Stripe refund for their subscription to a price option of a download #3487 - EDD – A user subscribes to a price option of a download #3485 - GitHub – A pull request is merged in a repository #3460 - GitHub – A pull request is opened in a repository #3461 - GitHub – A push is made to a repository #3462 - GitHub – A release is published in a repository #3463 - GitHub – An event occurs in a repository #3458 - GitHub – An issue is created in a repository #3459 **New Actions:** - EDD – Generate a discount code #3483 - WordPress – Update the published date of a post #3520 **New Conditions:** - Woo Bookings – A booking contains a specific bookable product #3548 - Woo Bookings – A booking duration meets a criteria #3550 - Woo Bookings – A booking is/is not scheduled between a specific start date and a specific end date #3549 - Woo Bookings – A booking’s order status is/is not a specific status #3551 - Woo Bookings – A booking product contains/does not contain a specific product category #3552 - Woo Bookings – A booking product contains/does not contain a specific product tag #3553 - Woo Bookings – A booking status is/is not a specific status #3547 **New Loop Filter:** - Woo Bookings – The user has/has not purchased a specific bookable product #3554 **Updated:** - EDD – Now delivering cleaner code and more Customer tokens than a rewards program. #3484 - Incoming Webhooks – Receive data from `{{a webhook}}` – Added tokens for headers – Headers were feeling left out, so we gave them a token-worthy upgrade. #3568 - Woo – Polished up those guest trigger sentences so they now sound like they passed grammar school. #3526 - Loops – We put loop data logs on a diet. Loops now travel 85% lighter! #3309 **Fixed:** - Gravity Forms – Submit an entry for a form – We stopped the action pile-up—now forms play nice even when racing to submit. #3409 - The Event Calendar – An attendee registers for an event – We found the missing ticket tokens loitering backstage. They’ve now been ushered into the spotlight where they belong. #3441 - WS Forms – A user submits a form with a specific value in a specific field – Those field-value picky triggers have been straightened out—consistency for all! #3510 - Woo – A guest completes, pays for, lands on a thank you page for an order with a specific coupon – Turns out our coupon dropdown was playing hide-and-seek. It’s now back and ready to drop. #3512 - Woo Subscriptions – A user’s subscription to a product is set to a status – Duplicate status tokens removed #3544 - Woo Subscriptions – Cancel the user’s subscription to a variable subscription product – Not appearing on latest release – This action ghosted us in the last release. We’ve re-invited it to the party. #3584 - Woo Subscriptions – The user has an active subscription to a product – The filters had stage fright. We’ve given them a pep talk—they’re filtering like pros now. #3513 - WooCommerce – Generate a Coupon Code – Coupon codes eligible on “All products” now work reliably. #3528 - WordPress – Add a taxonomy term to a post in a post type – Custom taxonomies were being snubbed. They’re now warmly welcomed and properly added. #3514 **Under the hood:** - Gave the ARMember icon a refresh. #3578 --- ### 6.8.0 \[2025-08-21\] **New Triggers:** - Amelia – A user’s booking for an event changes to a specific status #3378 - URL – A URL with a URL parameter set to a specific value is visited #3498 - URL – A user visits a URL with a URL parameter set to a specific value #3497 **New Condition:** - Woo – An order is/is not in a specific status #3496 **Updated:** - Woo – We gave the Woo trigger sentences a grammar check and a pep talk. Now they speak with confidence and clarity. #3444 **Fixed:** - DB Query – Run an SQL query – Queries with semicolons inside text were getting unjustly blocked. We’ve calmed the parser down and added safer output and translations. #3448 - Newsletter – Add the user to a list – Users were getting the cold shoulder and staying “Unconfirmed.” We’ve now made sure they get the warm welcome they deserve. #3438 - Thrive Apprentice – A user progresses in a course – “Any course” finally means any course, not no course. Logic wins. #3453 - Woo – Create an order – Creating the order for the user that triggered the recipe instead of the billing email in some situations – Orders now go to the billing email like they’re supposed to, not just whoever hit the button. #3408 - Woo – Add a note to an order – Private notes were visible to customers too. We reminded them what “private” means. #3442 - Woo Subscriptions – A user’s renewal payment for a subscription product fails – Order ID and Order total tokens showing parent details instead of current order – Tokens now know who they really are and stopped borrowing their parent’s ID. #3479 - Woo Subscriptions – User context updated in various Woo Subscriptions triggers – We’ve cleaned up user context across multiple triggers—less confusion, more precision. #3494, #3445 **Under the hood:** - Added version dependency checks to ensure Pro only runs and updates with a compatible version of the free Uncanny Automator plugin – No more awkward breakups between Pro and Free—they now check compatibility before taking things to the next level. #3502 - Pre-activated license option – Not activating existing subsites on multisite installations – The pre-activated license was playing favourites. Now it includes everyone—subsites too! #3481 --- ### 6.7.0.3 \[2025-07-28\] **Fixed:** - Woo – A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount – Selected values appeared reversed once the trigger was saved #3437 - Woo – Create an order with a product and Create an order with a product with a payment gateway – PHP error when loading fields in the Recipe UI #3434 --- ### 6.7.0.2 \[2025-07-25\] **Fixed:** - Tin Canny – Dependency check causing PHP errors on some sites #3430 --- ### 6.7.0.1 \[2025-07-25\] **Fixed:** - Thrive Apprentice – Dependency check updated to avoid PHP errors on some sites #3430 **Under the Hood:** - Actions Conditions – `is_dependency_active` normalized across all Action Conditions #3431 - Integrations Loader – Tightened `file_exists` check in case the integration list returns a cached version #3432 --- ### 6.7.0 \[2025-07-24\] **New Plugin Integrations:** - Mailster #3218 - Sureforms #3332 **New Triggers:** - Mailster – A subscriber clicks a link in a Mailster email #3222 - Mailster – A subscriber is removed from a Mailster list #3219 - Mailster – A subscriber opens a Mailster email #3221 - SureForms – A form is submitted with a specific value in a specific field #3334 - SureForms – A user submits a form with a specific value in a specific field #3333 - Woo – A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount #1119 **New Action:** - Mailster – Remove a subscriber from a Mailster list #3220 **New Condition:** - Thrive Apprentice – The user has/does not have access to a Thrive Apprentice product #3422 **New Loop Filter:** - Thrive Apprentice – A user has/does not have access to a Thrive Apprentice product #3353 **Updated:** - BuddyBoss/BuddyPress – A user registers with a specific value in a specific field – Added Social Sign up support—now ready to welcome your users whether they type a password or tap a social button #3381 - MemberPress – Add the user to a membership – Added support for corporate memberships by detecting Corporate Account add-on, creating accounts, and preventing duplicate assignments #3369 **Fixed:** - ACF – Triggers are interpreting 0 as false and bailing out—turns out zero does count! We’ve taught it to stop ghosting the valid zeros #3376 - BuddyPress – Remove the user from a group – Not removing the user from the group on some sites—eviction notices are now properly served #3379 - Woo – “A product with a specific term in a specific taxonomy has its associated order set to a specific status” returning PHP error in some use cases—no more fatal surprises when taxonomy meets status #3403 - Gravity Forms – Submit an entry for a form – Improved Time field handling—because time waits for no one, and neither should your entries #3398 - LearnPress – Mark a course complete for the user & Enroll the user in a course – PHP Error with LP v4.2+—we’ve schooled that error into submission #3424 - Magic Button/Link – Not working in Admin Pages—your magic buttons are now truly magical again, even behind the scenes #3357 - Woo Subscriptions – Gave Woo Subscriptions its own corner office (and integration) #3145 - Recipe UI – Actions appearing in the incorrect order in some recipes after reloading #3355 - Studiocart – A guest completes an order for a product & A user’s subscription is cancelled for a product – Typecast missmatch causing triggers to not fire reliably on some sites #3367 #3387 - The Events Calendar – An attendee is registered for an event does not work for guests—guests are now officially on the list #3360 - Woo Membership – A user’s access to a membership plan is changed to a status – PHP Error on validation—fixed the syntax and the sadness #3364 **Under the hood:** - Integration icons updates + Typeform logo updated—fresh icons, new drip—looking snazzy in the integrations wardrobe #3425 - Thrive Apprentice – Code updated to the latest framework `[Automator 6.7+ required]`—we brought it up to speed and gave it a shiny new backbone #3372 --- ### 6.6.0 \[2025-06-05\] **New Plugin Integration:** - FluentCommunity #3345 **New Triggers:** - FluentCommunity – A user comments on a post in a space #3345 - FluentCommunity – A user is unenrolled from a course #3341 - FluentCommunity – A user leaves a space #3340 - FluentCommunity – A user reacts to a post in a space #3344 - FluentCommunity – A user submits a request to join a space #3343 **New Actions:** - FluentCommunity – Add a post to a space #3346 - FluentCommunity – Mark a course complete for the user #3338 - FluentCommunity – Mark a lesson complete for the user #3337 - FluentCommunity – Remove the user from a space #3342 - FluentCommunity – Unenroll the user from a course #3339 **Update:** - WordPress – A guest comment is submitted on a user’s post – “Trigger only if the comment passes Akismet spam filtering” toggle added—only legit comments need apply #3263 - WordPress – A user’s comment on a post is approved – “Trigger only if the comment passes Akismet spam filtering” toggle added—no more false alarms from robot poets. #3263 **Fixed:** - Tin Canny – We had a PHP tantrum on our hands—now it’s cooled off and compatible with v5.0+ for Tin Canny for LearnDash. #3329 - MailerLite – Create or Update a Subscriber – Fields left blank no longer clear existing values. #3351 --- ### 6.5.0.2 \[2025-05-22\] **Fixed:** - Formatter – Convert date into format – Unix input no longer ignored, dates work again #3327 - Magic Button / Links – Recipes now trigger when buttons are clicked—finally! #3324 --- ### 6.5.0.1 \[2025-05-13\] **Fixed:** - Incoming Webhooks – Fixed a sneaky JS error that was hiding the modal like it was playing hide and seek—captured data now shows up loud and proud! #3321 - Incoming Webhooks – The Type dropdown had stage fright in the latest release—it’s now back on duty and ready to drop down like it should. #3322 --- ### 6.5.0 \[2025-05-09\] **New Integration:** - Loop #3275 **New Actions:** - Loop – End loop #3213 - Woo – Add a product to the cart #3281 **New Tokens:** - Loop – Loop iteration #3280 - Thrive Apprentice – A user progresses in a course – Percentage completed #3288 **Update:** - Paid Memberships Pro – Add the user to a membership level – Added support for “Set Expiration Dates” add-on if available. Because nothing says commitment like an expiration date! #3302 **Fixed:** - Amelia – A user’s booking of an appointment for a service has been changed to a specific status only fires once when there are two or more users in the same appointment schedule – We’ve taught Amelia some manners; no more double-dipping status changes! #3265 - Automatic login link – This token was on an extended coffee break. We’ve hauled it back to work! #3307 - Database Query – Run a `SELECT` query – We’ve told the database that just because a column has a fancy reserved name doesn’t mean it gets special treatment. Also, tightened the security locks! #3316 - Database Query – Run a `SELECT` query – Empty columns were trying to be mysterious. We’ve exposed them as the empty strings they really are! #3284 - Formatter – Convert date into format – Apparently, not all numbers want to be timestamps. We’ve added some clarification to avoid identity crises! #3313 - LearnDash – A user submits an assignment for a lesson or topic – Post URL not parsing correctly – We found the map for those lost URLs; they’re now arriving safely! #3268 - LearnDash – Removed “Any quiz” option in quiz actions – “Any quiz” didn’t belong there. We’ve kindly shown it the door! #3310 - Scheduled actions – Cancelling scheduled actions does not remove data from `uap_options` table – Those cancelled actions were leaving their luggage behind. We’ve enforced proper checkout procedures! #3314 #3296 - Thrive Apprentice – A user progresses in a course – This trigger hit the snooze button one too many times. It’s now wide awake and reporting for duty! #3291 - Woo – A product with a specific term in a specific taxonomy has its associated order set to a specific status – Woo was a little too open-minded. We’ve set some healthy boundaries! #3298 - WordPress – A user updates a post in a specific status – Was erroneously using the previous post status instead of the updated status – Time travellers are cool, but not in post statuses. We’ve fixed the timeline! #3237 --- ### 6.4 \[2025-04-01\] **New Triggers:** - Easy Digital Downloads – A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount #1118 - WP Simple Pay – A payment for a form is partially refunded #2947 - WP Simple Pay – A payment intent for a form is set to processing #2945 - WP Simple Pay – A subscription for a form is cancelled #2946 **New Actions:** - MasterStudy LMS – Unenroll the user from a course #2766 - WP Code – Run an on-demand code snippet #3138 **Fixed:** - Automator Gutenberg Blocks – Gave the PHP notice a gentle shove out the door on PHP 7.3 and WordPress 5.6. It’s not welcome here anymore. #3251 - Database Query – That pesky filter `automator_pro_db_query_select_query_run_action_statement` was throwing a tantrum—it’s been calmed down and now behaves properly. #3258 - Gravity Forms – Time fields were living in their own timezone and refusing to show up—now they’re prompt and punctual in your entries. #3264 - LearnPress – Tried to enroll users with an undefined function… which, as it turns out, doesn’t work so well. Now it does. #3253 - Newsletter – Selecting a specific newsletter list was more difficult than it needed to be. We’ve straightened it out—pick your list in peace. #3147 - WordPress – Archive pages were getting chatty with PHP notices in certain cases. We’ve told them to keep it down. #3241 --- ### 6.3 \[2025-03-03\] **New Integration:** - RSS #2014 **New Trigger:** - RSS – Process an RSS Feed #3134 **New Actions:** - RSS – Process an RSS feed #3133 - Woo – Create a product #2560 **Added:** - Incoming Webhooks – Add the ability to send a custom Webhook response – Now webhooks can respond with a little more personality. #2838 **Updated:** - DB Query – New WP filters automator\_pro\_db\_query\_run\_query\_action\_statement and automator\_pro\_db\_query\_select\_query\_run\_action\_statement – Fancy new filters for even fancier queries. #3248 - Update Woo branding – Another round of Woo-themed touch-ups. Gotta keep things looking fresh! #3239 **Fixed:** - AffiliateWP – Create an affiliate – Updated existing affiliate check – No more mix-ups when checking if an affiliate already exists. #3202 - Licensing – Investigate Duplicate Queries Triggered by Licensing Function – We investigated, we found them, and we sent them packing. #3184 - MemberPress – Added Subscription Status Dropdown – More dropdowns, more control, fewer headaches. #3230 - MemberPress – Update action hook to avoid duplicate trigger runs – This trigger was a little too eager, firing more than it should. We told it to chill. #3182 - Tin Canny – A user has recorded a verb for a module – Additional validation added before filter is loaded – We made sure this filter doesn’t load prematurely. No more jumping the gun. #3249 - WordPress – A user’s meta key is updated to a specific value – The trigger now also fires when the meta value is set to empty – Empty values deserve attention too! #3149 **Under the hood:** - Migrated advanced tokens to new token popup framework – Token popups just got a backend upgrade. Smoother, faster, and possibly more advanced than your coffee machine. #3246 --- ### 6.2 \[2025-01-22\] **New Integration:** - Everest Forms **New Triggers:** - Everest Forms – A form is submitted with a specific value in a specific field #3141 - Everest Forms – A user submits a form with a specific value in a specific field #3140 - LearnDash – A user is added to a group that has access to a course #2996 **New Actions:** - Automator Core – Cancel the scheduled actions of a recipe for a user #3066 - Automator Core – Activate/deactivate a recipe #3204 - Woo – Generate a coupon code #3050 **New Token:** - LearnDash – A user completes a course & A user completes a group’s courses – Course points #3161 **Added:** - WooCommerce – Generate and email a coupon code – Added token selector for Products and Categories fields – Tokens everywhere! #3158 **Updated:** - BuddyBoss – Subscribe the user to a forum – Added token support to Forum multi-select field – Tokens have infiltrated the Forum field and made it smarter. #3206 - BuddyBoss – Unsubscribe the user from a forum – Converted Forum field to multiselect – More options, more power! #3199 - LearnDash – Add a course to a group – Group field – Added token selector to multiselect field – Tokens + multiselect = a match made in plugin heaven. #3040 - LifterLMS – Enroll the user in a membership – Updated the action to pass “triggered by” value – Now the action knows who sent it—because details matter. #3142 **Fixed:** - Automator Core – Cancel the user’s scheduled actions for a recipe – Now properly opens the user selector when it’s a logged-in user action. #3065 - Formatter – Replace values in a string, output token incorrect when using tokens – Fixed the token tantrum; outputs are accurate now. #3197 --- ### 6.1 \[2024-12-23\] **New Trigger:** - Fluent Support – A ticket is closed #2942 **New Loop Filter:** - Automator Core – Users of a recipe in a status #3151 **New Tokens:** - Magic Button – Button ID and Recipe ID #3108 - Magic Link – Button ID and Recipe ID #3139 **Updated:** - Amelia – The “No show” status has been added for appointments. Perfect for keeping track of all those imaginary friends who never show up. #3132 - BuddyBoss – Action: Add a post to the activity stream of a group – Removed custom value support for the Activity dropdown. It’s less complicated now—because simpler is often smarter. #2067 - QR Code – Integration icon has been updated and now looks qr-iously good. #3191 **Fixed:** - Automator Core – Scheduled actions couldn’t be cancelled in some situations. They’ve now learned to take a hint and stop when asked. #3194 - Elementor – Popups that weren’t popping up are now popping up properly. Pop! #3154 - FluentCRM – Some triggers were getting confused when similar triggers were live in different recipes. They’ve had a team meeting and are now handling it like professionals. #3159 - WordPress – Tokens weren’t getting parsed when setting a post status. We’ve shown them the light, and they’re parsing like champs. #3175 **Under the hood:** - `uo-loop-filter` – Publicly queryable and has\_archive have been set to false because not everything needs to be an open book. #3135 --- ### 6.0 \[2024-10-24\] **New Feature:** - Emails – Add support for email attachments. Now your “See attached” promises are finally backed by real attachments! #3125 **New Integrations:** - [CSV](https://automatorplugin.com/integration/csv/) #3098 - [Custom Action](https://automatorplugin.com/integration/custom-action/) #3120 - [JSON](https://automatorplugin.com/integration/json/) #3054 - [MemberMouse](https://automatorplugin.com/integration/membermouse/) #2959 - [Plugin Actions](https://automatorplugin.com/integration/plugin-actions/) #3119 - [WP Admin](https://automatorplugin.com/integration/wp-admin/) #2752 - [XML](https://automatorplugin.com/integration/xml/) #3099 **New Triggers:** - Advanced Coupons – A user receives a number of loyalty points #2971 - CSV – Import a CSV file #3104 - JSON – Import a JSON file #3102 - LifterLMS – A user’s enrollment of a type is changed to a status #2897 - MemberMouse – A member’s account status is changed to a status #2962 - MemberMouse – A member’s membership level is changed to a specific level #2963 - MemberMouse – A member’s account data of a specific field is updated to a specific value #2961 - MemberPress – A user’s membership to a specific product is resumed #2972 - Plugin Actions – Create a custom trigger on a plugin action hook #2620 - The Events Calendar – An attendee checks in for an event #3029 - WP Admin – A Plugin is updated #2995 - WP Admin – A plugin is activated/deactivated #2967 - WP Admin – A theme is activated/deactivated #2969 - WP Admin – A theme is updated #2968 - WP Admin – WordPress version is updated #2923 - XML – Import an XML file #3106 **New Actions:** - CSV – Import a CSV file #3103 - Custom Action – Call a do\_action hook #3123 - JSON – Import a JSON file #3101 - MemberMouse – Add a bundle to the member’s account #2960 - MemberMouse – Create or update a member #2958 - Woo Subscriptions – Remove a variation of a subscription product from the user’s subscription #3072 - XML – Import an XML file #3105 **New Loop Filter:** - WordPress – A post’s date meets a condition #2875 - General – The item meets a condition #3128 **New Tokens:** - BuddyBoss – A user creates a group – Group ID #3111 - Universal Loopable Token – Woo Memberships – User’s active memberships #3076 **Updated:** - LifterLMS – A user cancels a membership – Now runs even when the admin pulls the plug. No more slacking off, automations! #2873 - wpForo – Remove the user from a group – Fixed wpForo 2.0.3’s case of missing-function fever. Functions restored, groups managed smoothly. #3062 **Fixed:** - Actions Conditions – Conditions now get a fresh start between runs in loops. No more carrying emotional baggage between iterations! #3117 - Divi – Theme Builder – Forms were playing hide-and-seek in the trigger selection when added as global header/footer. We found them, and they’re staying put now. #3115 - LifterLMS – The user does not have a membership & The user is not enrolled in a course – Renewed “All” and “Any” logic. All or nothing, now with 100% more clarity! #3042 - LifterLMS – A user cancels a membership – Memberships now know when they’re really canceled—no mixed signals. #3046 - Magic Button/Link Blocks – Save button conflict in a rare situation. Rare or not, we squashed that conflict! #3080 - The Events Calendar – A user attends an event – Renamed to “A user checks in for an event.” Same trigger, snazzier name! #3028 - WordPress – A post has a taxonomy term – Fixed the issue where conditions failed if the term didn’t exist. No term? No problem! #2974 **Under the hood:** - Data integrations – Create Token loop automatically when a data integration’s trigger or action is saved. Loops just got a whole lot smarter. #3096 - Incoming Webhooks – Get samples button – Now disabled if the trigger is live. No use poking a live trigger—it won’t play along. #1125 - Data integrations – Show “Run now” button when a data integration’s trigger is added. Why wait? Now you can run it instantly! #3075 - Loops – WP Filter automator\_pro\_loop\_registry\_query\_disabled to optionally disable Loops query. #3121 - Use internal uap\_options table to store and retrieve data. We gave the data a cozy new place to call home. #3073 --- ### 5.10.6 \[2024-09-20\] **Fixed:** - Action Conditions + Scheduled Actions – Actions scheduled before v5.10.5 were not always evaluating their condition blocks when all actions in the block were scheduled. #3081 --- ### 5.10.5 \[2024-09-13\] **Fixed:** - BuddyBoss – The user has a value in an Xprofile field – Made the value optional, because who likes being forced to fill out extra boxes? #3047 - Condition blocks – Stopped conditions from jumping the gun. Now they wait patiently for delayed actions, ensuring criteria are checked at the right time. #3069 - Loops – Made queueing and running loops on servers with heavy caching more reliable. Caching can’t stop us now! #3058 - MemberPress – Remove the user from a membership – Now we remember to politely strip away those user roles by calling the ‘expire’ method. No awkward hanging on to old roles here! #2964 **Under the hood:** - Scheduled actions – Added ‘cancel’ and ‘run now’ endpoints for future Automator fun #3070 --- ### 5.10.4 \[2024-08-30\] **Fixed:** - We’ve added an extra safety net to prevent PHP errors in case the host decides to block the licensing server’s calls when you’re loading the plugins page. --- ### 5.10.3 \[2024-08-23\] **Fixed:** - Actions Conditions – In duplicated recipes, some filter groups were hanging around like uninvited guests. We’ve added checks to ensure all filter groups are valid—no more ghostly filter group appearances! #3036 - Actions Conditions – User ID was being required in Everyone recipes when unnecessary. We’ve set things straight. #3037 --- ### 5.10.2 \[2024-08-22\] **Update:** - Post Loops – We’ve upgraded the loop filters to be more inclusive—they now include all post statuses. No status left behind! #3030 **Fix:** - Webhooks – Some incoming webhook integrations had a token disappearance act. We’ve found them and made sure they’re back where they belong. #3026 --- ### 5.10.1 \[2024-08-20\] **Fixed:** - Oopsie! Some field options were playing hard to get, refusing to let you enter or select anything. We’ve given them a nudge, and they’re now much more cooperative! #3025 --- ### 5.10 \[2024-08-20\] **New Feature:** - Token Loop #3006 **New Triggers:** - FluentBooking – A one-to-one meeting is scheduled with a specific host #2855 - FluentBooking – A group meeting is scheduled with a specific host #2856 **New Action:** - Automator Core – Cancel the user’s scheduled actions for a recipe #2792 **New Universal Loopable Tokens:** - Woo Subscriptions – User’s active subscriptions #3002 - WordPress Multisite – Network admins #2999 - WordPress Multisite – Network sites #3000 **Updated:** - Loops – We’ve upgraded the authentication system from nonce to internal authentication—now your loops are turbocharged for performance! #3016 **Fixed:** - Actions Conditions – Condition results now get evaluated just once instead of getting obsessive and checking on each action in the filter block. Efficiency is key! #3001 - Amelia – We’ve set the Employee ID token straight—no more upside-down logic #2956 - Gravity Forms – Create an entry – After creating an entry, we’ve added extra gravity form action hooks #2943 - Gravity Forms – Submit an entry for a form – Forms not loading when the action is added #2949 - Incoming Webhooks – We’ve bridged the generation gap with support for older MariaDB—recipes are timeless now #2953 - Loops – Intermittent in-progress state? We’ve given those loops a motivational boost to keep them on track #2901 **Under the hood:** - Action Repeater Fields – Unused relevant tokens have been benched to avoid PHP errors—they’ll sit this one out #3007 - Core – The Automator items save endpoint now stores more info—your items are becoming trivia masters #2927 - Process recipe complete – Recipe fields meta is now strictly an array—no more free-for-all #2939 --- ### 5.9.1 \[2024-07-11\] **Update:** - Schedule – Repeat every hour, day, week, month or year at a specific time – Updated the “Every” field to allow a minimum value of 0.0833 to schedule every 5 mins #2932 **Fixed:** - Forminator – Date field tokens not rendering consistently depending on field settings #2921 - Loops – Entries DB table – Improved compatibility with < 5.6 MySQL #2924 - Schedule – Repeat every hour, day, week, month or year at a specific time – Entering a value less than 1 in the “Every” field with the “hours” unit was not scheduling the correct interval #2930 - Recipe Logs – Improved vulnerability fixes in Pro filters esc\_attr #2929 - Incoming Webhooks – DB query polluting error logs in a rare case #2933 - Incoming Webhooks – Improved query for recipes look up #2933 --- ### 5.9 \[2024-07-02\] **New Integration:** - [Kadence](https://automatorplugin.com/integration/kadence/ "Kadence") #2899 **New Triggers:** - Easy Digital Downloads – A payment fails #1490 - Gravity Forms – An entry is deleted from a form #2866 - Kadence – A user submits a form with a specific value in a specific field #2676 - LifterLMS – A user’s order status of a product type changes to a specific status #2877 - Woo – A product is restocked #1232 - Woo – A product variation is out of stock #1229 - Woo – A product variation is restocked #1233 - WPCode – A snippet throws an error #2753 **New Actions:** - Gravity Forms – Delete all form entries for a specific user #2865 - WordPress – Enable/disable comments on a post #1486 **New Condition:** - GiveWP – The user has/does not have an active recurring donation #2864 **New Tokens:** - LearnDash – A user submits an assignment – Assignment ID #2860 - Post Loops – Post URL, Post slug, Featured image, and Author tokens #2889 - WordPress – A specific type of post is set to a status – Post Author ID, Post slug #2152 **Updated:** - Advanced Coupons – Add a specific amount of store credit to the user’s account – New field to customize Activity and Related text #2881 - Advanced Coupons – Remove a specific amount of store credit from the user’s account – New field to customize Activity and Related text #2882 - Amelia – A user’s booking of an appointment for a service has been changed to a specific status – Add support for custom values in the status dropdown #2904 - MemberPress – A coupon code is redeemed – Action hook priority updated #2893 - Modern Events Calendar – Event’s field label updated #2890 - Woo – A user completes, pays for, lands on a thank you page for a variable product with a variation selected – “Any variation” option added #2847 **Fixed:** - BuddyBoss – Create a group – Additional users to add to the group – Field is optional now #2843 - Easy Digital Downloads – A user has an active subscription to a download – Condition not showing in the UI #2859 - Forminator – Formatted token values showing both raw and formatted values #2851 - LearnDash – An assignment is graded – Set recipe user context to the user that submitted assignment #2862 - Loop filters – WP\_User\_Query calls improved #2858 - MemberPress – A coupon code is redeemed – Coupon tokens empty #2841 - Schedule – Add checks for class to load.php #2895 - Scheduled Actions – Actions not properly scheduling due to whitespace in time on some RTL websites #2886 - WordPress – A user’s comment on a specific type of post receives a reply – Trigger running in wrong user context #2596 **Under the hood:** - Recipe Log filters – Add a fallback to return data from tables if views are disabled or not exists #2849 - Setup Wizard – Added Pro license activation step #2891 --- ### 5.8 \[2024-05-21\] **New Integration:** - Database Query #2571 - Code Snippets #2768 **New Triggers:** - WPCode – A snippet is deactivated #2754 - Woo Memberships – A user’s access to a membership plan is changed to a status #2798 **New Actions:** - Code Snippets – Create a code snippet #2768 - Database Query – Run a SELECT query #2573 - Database Query – Run an SQL query #2769 - FluentCRM – Remove a contact from lists #2758 - Gravity Forms – Submit an entry for a form #2526 - MailerLite – Create or update a subscriber #2721 - MemberPress – Cancel the user’s recurring membership #2530 **New Conditions:** - GamiPress – The user’s points type meets a condition #2613 - Tin Canny Reporting – A user has recorded a verb for a module #2786 **Update:** - Incoming Webhooks – Show sample data in fields #2823 **Fixed:** - BuddyBoss/BuddyPress – Create a group – Group URL token not using custom slug #2830 - Emails – An email address ends/does not end with a domain – Domain are non case sensitive now #2816 - Events – An attendee is registered for an event – Not firing for multiple tickets when an Outgoing Webhook is part of the recipe #2767 - Recipe Logs – Date range filter with same date does not return results #2814 - Recipe Logs – Loop recipes – Actions not showing dates in the sidebar #2821 - WS Form – A form is submitted with a specific value in a specific field – Specific value not working correctly with radios #2806 - Woo Subscriptions – A user purchases a variable subscription with a variation selected – PHP Error in a particular situation #2811 **Under the hood:** - Action Scheduler – Version bump to v3.7.0 #2827 - System Status – Last updated date when Automator Pro is updated #2809 - `Copy_Recipe_Parts_Pro` class moved to Automator Free #2799 --- ### 5.7 \[2024-04-23\] **New Integrations:** - (Google) Sheets Web App #2592 - Schedule #2264 **New Triggers:** - Sheets Web App – Receive data from Google Sheets Web App #2593 - LifterLMS – A user enrolls in a membership #2466 - LifterLMS – A user triggers an engagement #2467 - Schedule – Repeat every hour, day, week, month or year at a specific time #2791 - Schedule – Repeat every weekday at a specific time #2789 - Schedule – Run on a specific date and a specific time #2790 **New Action:** - Woo Subscriptions – Remove a subscription product from the user’s subscription #2729 **New Conditions:** - Automator Core – A user has a recipe in a status #2628 - LifterLMS – The user does not have a membership #2707 - LifterLMS – The user has a membership #2706 - LifterLMS – The user is enrolled in a course #2704 - LifterLMS – The user is not enrolled in a course #2705 **New Features:** - Magic Button – Gutenberg Blocks for Magic Button and Magic Link recipes #2722 - Magic Button – Support for AJAX button and link #2719 **Added:** - AffiliateWP – Create an affiliate – Added a User Email field #2761 - BuddyBoss – Add a post to the sitewide activity stream – Add “Generate a preview image from the first URL included in the message” option #2715 - BuddyBoss – Add a post to the user’s activity stream – Add “Generate a preview image from the first URL included in the message” option #2714 - LearnDash – Send a certificate – CSS field for styling #2772 - Woo Memberships – Membership post ID and plan post ID #2723 **Updated:** - Advanced Custom Fields – Added WP Filter `automator_acf_post_type_posts_per_page` to modify the dropdown count #2796 - EDD – Cancel the user’s subscription matching a subscription ID – Added filter `automator_pro_edd_cancel_subscription_by_id_can_cancel` #2727 - LearnDash – Send an email to the Group Leader actions – Email will be sent to each “To” recipient individually #2703 - MemberPress – A coupon code is redeemed – `do_action` switched to make it run more reliably 62193 #2732 - Woo – Add a product to an order – Add Price and Quantity fields #2710 **Fixed:** - BuddyBoss – Send an email to all members of a group – Email content not converting new lines into \#2755 - Woo Subscriptions – Set the user’s subscription of a subscription product to a status – Added pending-cancel option #2770 - WordPress – A term archive is viewed – Polluting error logs #2713 - WordPress – Update the content of a post – Changing the post type #2764 **Under the hood:** - Automator’s internal post types available for post type selection #2717 - Deprecate WP Bitly Integration #2730 - Shorten Woo Plugin Names #2776 --- ### 5.6 \[2024-03-13\] **New Feature:** - Recipe UI – Delay – Use a custom token/value option #2683 **New Integrations:** - Date and Time #2671 - Generator #2625 - Magic Button #2363 - QR Code #2657 - Run Code #2481 - wpDiscuz #2604 **New Triggers:** - Gravity Forms – A list row is submitted in a form #2670 - SureCart – A refund for a product is issued to a customer #2521 - SureCart – A user renews a subscription to a product #2520 - SureCart – A user’s subscription to a product is cancelled #2519 - wpDiscuz – A guest comment is submitted on a user’s post #2601 - wpDiscuz – A guest comment on a user’s post is approved #2602 **New Actions:** - Date and Time – Generate a date #2655 - Date and Time – Generate a date and time #2656 - Date and Time – Generate a date and time based on a date #2661 - EDD Recurring – Cancel the user’s subscription matching a subscription ID #2634 - Generator – Generate a hash #2672 - Generator – Generate a nonce #2673 - Generator – Generate a random email #2654 - QR Code – Generate a QR code #2662 - WooCommerce – Get order details by an order ID #2610 - Woo Subscriptions – Extend the user’s next subscription renewal date to a specific product variation of a specific product by a number of days #2643 - WordPress – Verify a nonce #2674 - wpDiscuz – Add a comment to a post #2603 **New Condition:** - LearnDash – The user is/is not a leader of a group #2617 - WordPress – The user does not have a specific role #2697 **New Post Loop Filters:** - WooCommerce – An order ID is between a start ID and end ID #2557 - WooCommerce – An order has/does not have a status #2559 - WooCommerce – An order was placed between a start date and end date #2558 **New Token:** - GamiPress – A user earns an achievement – Image URL & Achievement ID tokens #2641 **Updated:** - Advanced Custom Fields – Support for ‘user\_role’ #2621 - BuddyBoss – Create a group – Add a group type option #2624 - LearnDash – Send a certificate – New WP Filter automator\_pro\_learndash\_certificate\_filename to change the file name #2650 - LearnDash – User is/is not a member of a group – “Any group” option #2693 - Woo Memberships – Remove the user from a membership plan – Membership plan field token support #2659 - WordPress – Taxonomy triggers – “Also include child categories” option #2668 **Fixed:** - BuddyBoss – A user joins a private group, A user joins a hidden group, A user joins a public group, A user joins a private group – Not working when multiple users added by admin #2684 - BuddyBoss – Set the user’s Xprofile data – Not handling date fields properly #2690 - BuddyPress – A user is removed from a group – Trigger not firing when an admin removes a user from backend \#2663 - BuddyPress – A user joins {{a private group}} – Trigger not firing when an admin adds a user from backend \#2638 - Formatter – Replace values in a string – Not replacing data in a JSON string #2689 - Forminator – File field token returning as Array and not the file path #2665 - LearnDash – Add a course to a group – Remove “Any course” option #2686 - LearnDash – Add the user to a group – Tokens not rendering proper values #2626 - WPForms – A user submits a form with PayPal payment – Trigger not firing #2623 - Woo Subscriptions – A user’s renewal payment for a subscription product fails – Set the correct context of the user in logs #2629 - WooCommerce – A product in a specific term in a specific taxonomy has its associated order set to a specific status – Not firing for some users #2680 **UI Updates:** - Magic Button and Links triggers moved to “Magic Button” Integration #2479 - “Call a custom function” actions moved to “Run Code” integration #2482 - “Generate a string” action moved to “Generator” integration #2625 **Under the hood:** - Magic Button and Links – Additional WordPress filters #2542 --- ### 5.5.0.1 \[2024-02-20\] **Fix:** - Groundhogg – Update Get Tags functionality for compatibility with Groundhogg 3.2.2+ #2635 --- ### 5.5 \[2024-01-25\] **New Trigger:** - Easy Digital Downloads – A file is downloaded #2486 **New Actions:** - BuddyBoss – Unsubscribe the user from a forum #2514 - BuddyPress – Unsubscribe the user from a forum #2515 - Easy Digital Downloads – Delete a customer by ID #2065 - LearnDash – Extend the user’s access to a course by a number of days #2529 - Woo Subscriptions – Extend the user’s next subscription renewal date to a specific product by a number of days \#2528 - Woo – Add a note to an order #2561 **New Trigger Tokens:** - Woo – Order item(s) total #2550 - Woo – User’s total spend & User’s total spend (unformatted) #2549 - WordPress – Post content (formatted) #2605 **New Action Tokens:** - WordPress – Add an image to the media library – Media Library ID and Media Library image URL #2599 **Added:** - LearnDash – Reset the user’s progress in a course – “Reset Simple Course Timer data” checkbox when Uncanny Toolkit Pro is active #2576 - Woo – Generate and email a coupon code – Added generated coupon property for Recipe logs #2546 **Updated:** - Easy Digital Downloads – “Product” text changed to “Download” for consistency #2608 - OpenAI – Use a prompt to generate text with the Davinci model – Action deprecated, existing recipes switched to davinci-002 model #2589 - Paid Membership Pro – Filters missing hidden levels #2586 - WordPress – “Post content” token renamed to “Post content (raw)” #2606 **Fixed:** - Amelia – A user’s booking of an appointment for a service has been changed to a specific status – Set the context of the trigger to the current user #2554 - Background actions – Condition group incorrectly show as skipped in the Recipe logs #2588 - BuddyBoss – Set the user’s Xprofile data – Handle multiple options #2574 - JetFormsBuilder – Tokens are now being rendered inside the User Loop #2587 - Loop filters – A post is a specific type of post – Now only displays public post types #2583 - Paid Membership Pro – An admin assigns a membership level to a user – Set member as the current user for recipe logs #2566 - WordPress – A user updates a post – No longer fires on publish and on trash events #2543 - WordPress – A user updates a post in a specific status – Validation to check if array key exists #2564 **Under the hood:** - Data management – Auto prune cron now includes settings for hours and minutes #2562 - Loop Filters – Make Loop Filters a post type as private #2580 - Magic button/link – WP Filters and actions – `automator_pro_magic_link_tokens`, `automator_pro_magic_buttons_tokens`, `automator_pro_magic_link_triggered`, `automator_pro_magic_button_triggered` #2539 --- ### 5.4.0.1 \[2024-01-10\] **Fix:** - OpenAI – Changed deprecated models to use `gpt-3.5-turbo-instruct` #2569 --- ### 5.4 \[2023-12-21\] **New Actions:** - WooCommerce Bookings – Create a booking #2397 - WooCommerce Bookings – Change a booking to a specific status #2360 **New Conditions:** - EDD Software Licensing – A user has/does not have an active license for a download #2487 - Easy Digital Downloads – A user has/has not downloaded a file #2485 **New Loop Filters:** - BuddyBoss – A user does not have a value in an Xprofile field #2496 - BuddyBoss – A user has a value in an Xprofile field #2497 - BuddyPress – A user does not have a value in an Xprofile field #2495 - BuddyPress – A user has a value in an Xprofile field #2491 **New Tokens:** - MemberPress – Quiz triggers – Course ID #2503 - Woo #2516 - Order fee - Order fee (unformatted) - Shipping fee - Shipping fee (unformatted) - Stripe fee - Stripe fee (unformatted) - Stripe payout - Stripe payout (unformatted) **Added:** - Formatter – Output the year in date formatter #2535 - LearnDash – Send a certificate – Checkbox to “CC the user’s Group Leaders” #2527 **Updated:** - Data management – Auto-prune recipe logs – Added a dropdown to select time frame #2538 - WooCommerce – User purchased conditions – Add “Any product” #2500 **Fixed:** - MemberPress – A coupon code is redeemed – Expects a user ID check #2483 - WooCommerce – A user’s order status changes to a specific status – Handle “Any” status #2522 --- ### 5.3.0.1 \[2023-12-05\] **Updated:** - BuddyBoss – Add a post to the activity stream of a group – Support added for wp\_embed/video preview #2501 **Fixed:** - Gravity Forms – A user submits a form with a specific value in a specific field – PHP Error when entry is not found #2508 - WishList Member – Remove the user from a membership level – Replace deprecated methods #2498 **Under the hood:** - License page – Added WP nonce validation when clearing license #2492 - License page – Added admin check on activation/deactivation and change license key actions #2493 - Replaced `$_GET` and `$_POST` to use `filter_input` to avoid vulnerability \#2494 --- ### 5.3 \[2023-11-20\] **New Feature:** - Loops – Post Loops #2453 **New Integration:** - WooCommerce Bookings #2391 **New Triggers:** - WooCommerce Bookings – A booking is updated #2357 - WooCommerce Bookings – A booking status is changed to a specific status #2358 **New Loop Filters:** **Post Loop** - WordPress - A post is a specific type of post #2459 - A post has/does not have a specific meta key #2459 - A type of post has/does not have a term in a taxonomy #2460 - A post’s field meets a condition #2458 - A post’s meta value meets a condition #2457 **User Loop** - LearnDash - The user has/has not completed a course #2422 - The user has/has not completed all courses in a group #2423 - The user is/is not enrolled in a specific course #2420 - The user is/is not enrolled in a specific group #2421 - WooCommerce – The user has/has not purchased a specific product #2418 - WooCommerce Subscriptions – The user has/does not have an active subscription of a product #2419 **New Token:** - Studio Cart – Payment option label #2455 **Added:** - BuddyBoss – Add a post to the activity stream of Group – Add an option to preview link. #2450 - User Loops – User specific tokens in new “Loop” token category #2475 **Fixed:** - BuddyBoss – Posting to groups only works for admins #2461 - MemberPress – The user meta fields coming form MemberPress are not returning the correct information when using the “User meta” token #2474 - The Event Calendar – PHP Error when parsing tokens #2464 - WP Fusion – Remove a tag from the user – Tag Names showing as \[object\] \[Object\] #2468 - WordPress – A taxonomy term is added to a specific type of post – Not listing the custom taxonomies when a custom post is selected #2449 - WordPress – A user updates a post – Firing when a post is auto saved #2470 **Under the hood:** - Loop filters – Added dependency method in parent class to allow filters to conditionally load the filter #2440 --- ### 5.2.0.1 \[2023-10-30\] **Fixed:** - Incoming Webhooks – PHP Error when properties declaration is not found in some Webhook integrations #2448 ### 5.2 \[2023-10-26\] **New Integrations:** - [Memberium for Keap](https://automatorplugin.com/integration/memberium-keap/ "Memberium for Keap") #2292 - [WPCode](https://automatorplugin.com/integration/wpcode/ "WPCode") #2004 (in Pro) **New Actions:** - Gravity Forms – Delete the entry that matches an entry ID #2432 - LearnDash – Mark a quiz complete for the user #2198 - LearnDash – Mark a quiz not complete for the user #2199 - Memberium for Keap – Add a tag to a contact #2293 - Memberium for Keap – Add or remove a contact tag(s) #2323 - Memberium for Keap – Add the user to a membership level #2239 - Memberium for Keep – Remove a tag from a contact #2294 - Memberium for Keep – Remove the user from a membership level #2240 - WPCode – Create a code snippet #1985 **New User Loop Filters:** - Woo Memberships – The user does not have an active membership of a product #2370 - Woo Memberships – The user has an active membership of a product #2369 - BuddyBoss – The user is in a group #2424 - BuddyBoss – The user is not in a group #2424 **New Action Conditions:** - WordPress – The user’s ID meets a condition #2278 - BuddyBoss – The user has a value in an Xprofile field #2335 - BuddyBoss – The user does not have a value in an Xprofile field #2335 - BuddyBoss – The user is a member of a group #2341 - BuddyBoss – The user is not a member of a group #2341 - Easy Digital Downloads – The user has not purchased a download #2434 - Easy Digital Downloads – The user has purchased a download #2399 - Memberium for Keap – The user has a membership level #2242 - Memberium for Keap – The user does not have a membership level #2242 - WooCommerce – The user has not purchased a product a number of times in the past number of days #2297 - WooCommerce – The user has purchased a product a number of times in the past number of days #2297 **Added:** - Incoming Webhooks – Recipe Logs – Additional data is now listed when viewing logs #2396 **Updated:** - LearnDash – Email actions – set\_mail\_values to pass user\_id and recipe data #2413 - User Loops – Memory optimization #2428 - WooCommerce – Create orders – New WP Action `automator_pro_woocommerce_order_created` #2411 **Fixed:** - Automator – Call a custom function/method – Returning invalid json while parsing empty function parameters \#2436 - Fluent Support – The icon URL is not correct in the Logs table #2407 - FlunetCRM – Migrate triggers and actions to use `load_options`/`options_callback` #2389 - JetFormBuilder – Trying to validate a specific trigger even when there are no recipes that are using it causing warnings #2402 - MasterStudy LMS – Lesson and Quiz By Course ID Changes #2364 - User Loops – User’s email address ends with a domain – Ignore @ symbol in the field #2415 - User Loops – Improved error handling when an invalid data is returned #2444 **Under the hood:** - Improved PHP 8.2 compatibility #2409 - Upgrade schema to support MySQL v5.5 #2405 --- ### 5.1.0.1 \[2023-09-28\] **Fixed:** - Gravity forms – A form is submitted with payment – Not firing for subscription payments #2374 - MemberPress – Add the user to a membership – Adding a recurring subscription product does not create a recurring subscription for the user #2384 - Run now – Erroneously firing all “Run now” recipes #2383 - User Loops – User Loops do not delete all loop filters and actions when a loop is deleted #2376 --- ### 5.1 \[2023-09-25\] **New Integrations:** - [Bitly](https://automatorplugin.com/integration/bitly/ "Bitly") #2275 - [Easy Digital Downloads – Recurring Payments](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/ "EDD – Recurring Payments") #2304 - [Run now](https://automatorplugin.com/integration/run-now/ "Run now") #2263 **New Feature:** - Run now – Trigger recipe manually #2354 **New Triggers:** - AffiliateWP – A WooCommerce product is purchased using an affiliate referral #2303 - EDD Recurring Payments – A user cancels a subscription to a download #2155 - EDD Recurring Payments – A user’s subscription to a download expires #2154 - Gravity Forms – A user registers with a form #2321 - LearnDash – An assignment is graded #2132 - LearnDash – An essay question is graded #2133 - WooCommerce – A product in a specific term in a specific taxonomy has its associated order set to a specific status #2256 **New Actions:** - Bitly – Shorten a URL #2276 - EDD Recurring Payments – Delete a customer that matches an email #2064 - EDD Recurring Payments – Set a subscription download to expire on a specific date for the user #2153 - WooCommerce – Add a product to an order #1962 **New Conditions:** - EDD Recurring Payments – The user does not have an active subscription to a specific download #2156 - EDD Recurring Payments – The user has an active subscription to a specific download #2157 **New Tokens:** - WooCommerce – Order item(s) tax, Order item(s) quantity #2344 - WooCommerce – Country and State full name tokens #2289 - WordPress – A specific meta key of a specific type of post updates to a specific value – Post status #2328 **Added:** - BuddyBoss/BuddyPress – Add a post to the activity stream of a group – do\_action `bp_groups_posted_update` #2313 **Updated:** - AffiliateWP – “An affiliate refers a sale of a WooCommerce product ” renamed to “A user purchases a WooCommerce product using an affiliate referral” #2302 - Gravity Forms – A user submits a form with a specific value in a specific field – Added WordPress filter `automator_pro_gf_user_submits_matching_value_cron` to optionally fire it via cron #2326 - MemberPress – Add the user to a membership – Add support for welcome emails #2352 - User Loop Filters – Additional matching criteria added #2334 - WooCommerce – Product total renamed to Order item(s) subtotal #2343 - WordPress – Set post meta – Remove “Any post” option #2330 **Fixed:** - ARMembers – Add the user to a membership plan – Plan not getting assigned to the user #2324 - Action tokens – Not working in actions that are inside a loop #2338 - AffiliateWP – A user purchases a WooCommerce product using an affiliate referral – not working as expected \#2286 - Typeform – Header signature is now properly validated #2317 - Users Loop filters – A user meta value meets a condition – Contains and Does not contains not working as expected #2346 - WooCommerce – A product has its associated order completed, paid for, thank you page visited – Retuning the information for all the products in the order #2333 - WordPress – A user’s role changed from a specific role to a specific role not triggering consistently #2308 - WordPress – Set post meta – Removing shortcodes – Added WordPress filter `automator_skip_do_shortcode_parse_in_fields` to optionally skip field sanitization #2315 **Under the hood:** - Auto purge logs – Add additional filters #2350 - Database Tools – Show/Repair Pro tables #2284 - Duplicate recipe – Now copies Conditions and Loops properly #2366 - User Loops – Affecting normal recipe status #2319 - User Loops – Loop’s recipe flow disregards asynced actions status #2361 - Plugin updater library updated to the latest version #2368 --- ### 5.0.0.1 \[2023-08-31\] **Fixed:** - AffiliateWP – An affiliate refers a sale of a WooCommerce product – Field not loading #2306 - Incoming Webhooks – Get samples – Fixed undefined JS nonce variable #2298 - Gravity Forms – Create a gravity form entry – Get fields – Fixed undefined JS nonce variable #2298 - WordPress – A user’s role changed from a specific role to a specific role now only completes relevant trigger when added multiple times in a recipe #2300 --- ### 5.0 \[2023-08-24\] **Note**: Uncanny Automator 5.x is no longer compatible with Uncanny Automator Pro < 5.0. **New Feature:** - User Loops 🔄 #2268 **New Triggers:** - Charitable – A recurring donation to a campaign is cancelled #2005 - Charitable – A recurring donation to a campaign is made #2108 - MemberPress – A sub-account is removed from a parent account #1423 **New Actions:** - AffiliateWP – Link a customer to an affiliate for lifetime commissions #1929 - Charitable – Add an entry in a donation log #2010 - Formatter – Extract the first word from a string #2274 - LearnDash – Reset the user’s progress for all courses associated with a group #1983 - WordPress – Fetch an existing user #2035 **New Condition:** - WordPress – The user’s email address matches a specific domain #2279 **Updated:** - BuddyBoss – A user updates their profile with a specific value in a specific field – PHP notices when array is passed #2249 - Email – Send an email – Email body is now fetched at runtime instead of when scheduled #2245 - LearnDash – Send an email to the user’s group leader(s) – Email body is now fetched at runtime instead of when scheduled #2265 - LearnDash – Send an email to Group Leaders of a group – Added checkbox to exclude child groups #2141 - Mailpoet – Remove a subscriber from a list – Now available for both Logged-in and Everyone recipes #2231 **Fixed:** - ARMember – Pro version throwing a PHP Error #2225 - Automator – Condition – The user has completed a recipe – Removed redundant queries #2271 - BuddyBoss – A user updates their profile with a specific value in a specific field – Now runs when Automator updates the user profile using the “Set the user’s Xprofile data” action #2212 - Formatter – Convert date into format – Now works for non-English language sites #2235 - MyCred – A user earns a rank – Now fires more reliably when multiple live recipes are using the trigger #2196 - WooCommerce Subscription – Sites on WordPress.com now list subscriptions products reliably #2222 - WooCommerce Subscription – ​Condition – The user has an active subscription to Any Subscription Product – Now works as expected #2248 - WordPress – Remove a role from the user’s roles – Now removes the role successfully in a wider range of situations #2217 - WordPress – Create a user – The meta fields saved more reliably #2229 **Under the hood:** - Renamed deprecated arg get\_trigger\_id to trigger\_log\_id #2272 - Action Scheduler bumped to 3.5.4 - Improved PHP 8.2 compatibility --- ### 4.14.0.1 \[2023-07-17\] **Fixed:** - RafflePress – RafflePress Pro support added #2211 - BuddyPress – A user requests access to a private group – Call to undefined function bbp\_get\_user\_profile\_url \#2220 - Automator license – License activation not working reliably in a certain situation #2214 --- ### 4.14 \[2023-07-13\] **New Integrations:** - [ARMember](https://automatorplugin.com/integration/armember/) #2200 - [RafflePress](https://automatorplugin.com/integration/rafflepress/) #2203 - [WP Download Manager](https://automatorplugin.com/integration/wp-download-manager/) #2209 **New Triggers:** - Groundhogg – A note is added to a contact #1817 - RafflePress – Someone enters a giveaway with a specific action #1986 - WP Download Manager – A user downloads a file #2061 - WooCommerce Subscriptions – A user renews a subscription to a product for the nth time #2109 **New Actions:** - ARMember – Add the user to a membership plan #1988 - ARMember – Remove the user from a membership plan #1989 - Formatter – Replace values in a string #2171 **New Tokens:** - WooCommerce – Create orders – Payment URL & Direct checkout URL #2139 - WooCommerce Subscriptions – Payment URL & Direct checkout URL #2140 - WordPress – Add a comment to a post – Comment ID #2053 **Added:** - Automator license – Allow plugin to be pre-activated by defining `AUTOMATOR_PRO_LICENSE_KEY` in `wp-config.php` #2207 **Updated:** - Incoming Webhook – Added WordPress filter to modify the header return response #2130 - Scheduled Actions – Handle Action Scheduler failure with complete-with-error status #2173 - WooCommerce Subscriptions – Return variation information for variable triggers #2110 - WordPress – Set user meta – WP Filter to optionally disable field sanitization #2183 - WordPress – Set post meta – WP Filter to optionally disable field sanitization #2183 **Fixed:** - AffiliateWP – “Create a referral for a specific affiliate ID” and “Create a referral for the user” are missing blue pills for fields #2150 - BuddyBoss – A user updates their profile with a specific value in a specific field – Tokens returning wrong information #2163 - BuddyBoss – Send a message to the user – Tightened security setting when setting Sender’s User ID #2159 - Gravity Forms – A user submits a form with a specific value in a specific field – Strict comparison of User ID without casting it as an int #2176 - LearnDash – Repair the progress of a completed course for the user – Erroneously adding quiz completions to courses without quizzes #2144 - LearnDash – Repair the progress of a completed course for the user – Erroneously completing Not started courses \#2144 - MemberPress Courses – Reset progress action does not reset quiz data #2138 - The Events Calendar – A user attends an event – Trigger runs for the ticket purchaser and not for the attendee \#2167 - WS Form – triggers are not returning all the available tokens of the form #2174 - Wishlist member – Replaced deprecated functions #2162 **Under the hood:** - Automator Pro license – Improved license validation #2208 - Incoming Webhooks – Filter to allow REST route to be renamed #2136 - Automator – “third-party integrations” text changed to “app integrations” #2184 - Automator menu – Automator Pro license menu entry removed #1993 - Renamed Autoloader param to avoid conflict with Uncanny Automator #2206 - Recipe Logs – Action tokens are not working when the source action has delay or schedule #2147 - Recipe Logs – Status dropdown – Empty rows now shows correct status text #2192 - Recipe Logs – Filters dropdown – Do not automatically select “Anonymous” as a default option in user selector \#2128 --- ### 4.13 \[2023-05-25\] **New Integrations:** - Charitable #2072 *(Requires Automator v4.15+)* - Formatter #2054 *(Requires Automator v4.14+)* - ThriveCart #2074 - Typeform #2075 **New Triggers:** - BuddyBoss – A guest replies to a topic #2091 - BuddyBoss – A user is removed from a group #1932 - BuddyBoss – A user joins a specific type of group – 50744 #2063 - BuddyPress – A user is removed from a group #1592 - Charitable – A donation to a campaign is made for an amount greater than, less than, or equal to an amount \#2107 - ThriveCart – Receive data from ThriveCart webhook #2115 - Typeform – Receive data from Typerform webhook #2089 **New Actions:** - Formatter – Convert date into format #2097 - Formatter – Convert number into format #2098 - Formatter – Convert text into format #2099 - LearnDash – Repair the progress of a completed course for the user #2086 **Updated:** - Gravity Forms – A form is submitted with a specific value in a specific field – Code quality updated #2113 - WS Form LITE – Renamed to WS Form #2082 - WordPress – Set post meta – Support serialized input #2102 - bbPress – A user replies to a topic – Does not select the correct user when Automator makes the reply on behalf of a user #1960 **Fixed:** - BuddyBoss – Send a notification to all members of a group – The “Notification link” is not redirecting the users \#2084 - Fluent Support – Tickets created by Automator does not display title on Ticket Management page #2104 - WP Mail SMTP – Pro triggers not appearing #2077 - WordPress – A user updates a post in a specific taxonomy is triggering twice #2092 - WordPress – A user’s comment on a specific type of post receives a reply not running reliably #2078 **Under the hood:** - Incoming Webhooks – WP filter `automator_pro_webhook_response_$recipe_id` to modify Webhook success response #2111 --- ### 4.12 \[2023-05-02\] **New Triggers:** - MemberPress – A coupon code is redeemed #1941 - MemberPress – A user’s payment for a product fails #1950 - WordPress – A term archive is viewed #1849 - WordPress – A user views a term archive #1848 **New Actions:** - Automator Core – Generate a random string – 50016 #2031 - WooCommerce Subscriptions – Extend a user’s subscription to a specific product variation of a specific product by a number of days #1847 - WooCommerce Subscriptions – Shorten a user’s subscription to a specific product by a number of days #1659 **New Conditions:** - Paid Memberships Pro – The user does not have an active membership of a specific level #2058 - Paid Memberships Pro – The user has an active membership of a specific level #2028 - WishList Member – The user is not an active member of a membership #2057 - WishList Member – The user is an active member of a membership #2045 - Woo Memberships – The user does not have an active membership of a specific plan #2059 - Woo Memberships – The user has an active membership of a specific plan #2027 **Added:** - MemberPress – “Any membership” option added to filters #2043 - WooCommerce – “A user completes, pays for, or lands on a thank you page for a variable product with a variation selected” – Added Product tokens #2026 - WooCommerce Subscriptions – “Any subscription” option added to filters #2044 **Updated:** - BuddyBoss – A user updates their profile with a specific value in a specific field – Use `*` to target “any” value #2037 - BuddyPress – A user updates their profile with a specific value in a specific field – Use `*` to target “any” value #2039 **Fixed:** - Advanced Custom Fields – “A user updates a field on a post” – Trigger is firing for the incorrect post type \#2036 - LearnDash – “A user answers a quiz question correctly” and “A user answers a quiz question incorrectly” – Now fires for all question types #2013 - WooCommerce Subscriptions – Extend a user’s subscription to a specific product by a number of days – Logic to increase the days fixed #2068 - WordPress – “A user’s post is set to a specific status” – Firing for a different post type #2056 - WordPress – Create a User – Missing check for new user notifications #2030 - WordPress – “A specific type of post is set to a status” – Runs twice in certain situation #2062 **Under the hood:** - Recipe action filters – Additional WordPress `do_action` hooks #2025 #2066 --- ### 4.11.0.1 \[2023-03-30\] **Fixed:** - BuddyBoss/BuddyPress – Xprofile – Database prefix issue on multisites #2011 - Automator – Call a custom function/method – Argument passes empty value if the argument contains special characters #2001 - WordPress – A user’s specific meta key is updated to a specific value – PHP 8 Error when the meta\_value is not a string #2017 --- ### 4.11 \[2023-03-28\] **New Triggers:** - WooCommerce Subscriptions – A user’s renewal payment for a subscription product fails #1488 - BuddyBoss – A user’s friendship request is accepted #1546 **New Action:** - Newsletter – Remove the user from a list #1841 **Added:** - BuddyBoss – Send an email to all members of a group – Added “Reply-to” field #2006 - LearnDash – Send a certificate – Added “Reply-to” field #2006 - LearnDash – Send an email to Group Leaders of a group – Added “Reply-to” field #2006 - LearnDash – Send an email to the user’s group leader(s) – Added “Reply-to” field #2006 - WooCommerce – Generate and email a coupon code – Added “Reply-to” field #2006 **Updated:** - BuddyBoss – Add a post to the activity stream of a group – “Activity action” field now lists BuddyBoss’s activity actions and description added for “Activity action link” #1970 - BuddyBoss – Add a post to the sitewide activity stream – “Activity action” field now lists BuddyBoss’s activity actions and description added for “Activity action link” #1970 - BuddyBoss – Add a post to the user’s activity stream – “Activity action” field now lists BuddyBoss’s activity actions and description added for “Activity action link” #1970 - Gravity Forms – Create an entry action now fires Gravity Forms’s “after submission” hooks #1977 - WooCommerce Subscriptions – Order tokens added to all subscription triggers #1987 **Fixed:** - A user’s specific meta key is updated to a specific value firing for fields that do not exist on meta bypassing the conditions set from the trigger #1965 - Uncanny Automator – Call a custom function/method – Argument passes empty value if the argument contains special characters #2001 - BuddyBoss – “A user joins a hidden group” – Does not trigger when the user is added in the backend #1922 - FluentCRM – “Add a contact to a list” – Does not show the blue pill box correctly #1975 - FluentCRM – “Add a contact to a list” – PHP notices after recipe completion #1975 - Gravity Forms – Gravity fields & gAppointments fields conflict #1958 - JetFormBuilder – A user submits a form with a specific value in a specific field trigger tokens are not returning values if the action has a delay #1957 - JetFormBuilder – Only the first recipe runs if multiple recipes contain the same trigger #1973 - MemberPress – A user’s transaction for a membership is set to a status – Not working when user is not logged-in \#1996 - Paid Membership Pro – An admin assigns a membership level to a user – User ID returning null #1967 - User selector – Common tokens not being parsed #1956 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product in a category – Fix PHP notices #1952 - WooCommerce Subscriptions – A user subscribes to a subscription product not returning subscription related dates \#1954 **Internal:** - FluentCRM – WordPress filter to pass trigger IDs #1991 --- ### 4.10 \[2023-02-15\] **New App Integration:** - [OpenAI](https://automatorplugin.com/integration/openai/) #1939 **New Plugin Integration:** - [Wholesale Suite](https://automatorplugin.com/integration/wholesale-suite/) #1812 **New Triggers:** - BuddyPress – A user requests to join a specific type of group #1911 - BuddyPress – A user creates a group #1912 - BuddyPress – A user is removed from a specific type of group #1913 - BuddyPress – A user leaves a specific type of group #1914 - BuddyPress – A user rejects a friendship request #1915 - BuddyPress – A user replies to an activity stream message #1916 - BuddyPress – A user’s topic in a forum receives a reply #1917 - LearnDash – A user answers a quiz question correctly #1837 - LearnDash – A user answers a quiz question incorrectly #1838 - Wholesale Suite – A wholesale lead is approved #1807 - Wholesale Suite – A wholesale lead is rejected #1808 - Wholesale Suite – A wholesale order for a specific product is received #1811 **New Actions:** - LearnDash – Unenroll the user from all courses associated with a group #1830 - OpenAI – Use a prompt to generate text with the Davinci model #1940 - Wholesale Suite – Deactivate a wholesale customer #1810 - Wholesale Suite – Reject a wholesale lead #1809 - Wholesale Suite – Set the wholesale price of a product to a specific amount for a role #1819 **New Conditions:** - LearnDash – The user is not enrolled in a course #1855 - Groundhogg – A user does not have a tag #1921 - Groundhogg – A user has a tag #1920 **New Tokens:** - BuddyBoss - A user’s topic in a forum receives a reply #1918 - Topic ID - A user joins a hidden group #1926 - A user joins a private group #1926 - A user joins a public group #1926 - Group ID **Added:** - JetEngine – Now supports custom post type fields #1850 **Updated:** - Elementor – Popup logic revised for anonymous form submissions #1906 - WordPress – Removed “All” option from the “Update the content of a post” action #1909 - WooCommerce – Increased product count to return all products for bigger sites #1902 **Fixed:** - BuddyBoss – “A user joins a hidden group” doesn’t trigger when the user is added in the backend #1922 - BuddyBoss – A user leaves a group trigger – Added the “Group ID” token and the trigger now fires when admin removes the user from the group #1931 - BuddyBoss – Send an email to all members of a group – CC/BCC fields are no longer required fields #1933 - GamiPress – A user earns an achievement – The trigger now fires for “award” of an achievement instead of achievement only #1907 - WooCommerce – Create an order with product actions – Order ID token not showing in some situations #1948 #1949 - WordPress – A user’s specific meta key is updated to a specific value now fires when the meta value is first time added #1942 --- ### 4.9 \[2023-01-18\] **New Plugin Integration:** - Thrive Apprentice #1882 **New Triggers:** - BuddyBoss – A user requests to join a specific type of private group #1589 - BuddyBoss – A user creates a group #1588 - BuddyBoss – A user is removed from a specific type of group #1598 - BuddyBoss – A user leaves a specific type of group #1591 - BuddyBoss – A user rejects a friendship request #1547 - BuddyBoss – A user replies to an activity stream message #1587 - BuddyBoss – A user’s topic in a forum receives a reply #1601 - Thrive Apprentice – A user makes a purchase #1859 - Thrive Apprentice – A user starts a module in a course #1862 - Thrive Apprentice – A user attempts to access a restricted course #1865 - Thrive Apprentice – A user progresses in a course #1863 - Thrive Apprentice – A user starts a course #1860 - Thrive Apprentice – A user starts a lesson in a course #1861 **New Actions:** - Thrive Apprentice – Grant the user access to a product #1867 - Thrive Apprentice – Remove the user’s access to a product #1868 - WooCommerce Subscriptions – Extend a user’s subscription to a specific product by a number of days #1656 - WordPress – Update the author of a post #1784 - WordPress Multisite – Add a specific user to a specific subsite #1791 **New Action Tokens:** - Fluent Support #1671 - Ticket ID - Ticket URL - GamiPress #1676 - The user’s previous points total - The user’s new points total **Updated:** - Elementor – Show a popup – Now works reliably in certain situations #1895 - Gravity Forms – A specific field in an entry for a form is updated to a specific value – Field and Value tokens now parse reliably #1896 - LearnDash – “Send a certificate” does not support vertical layout #1730 - PeepSo – Add a post to the site wide activity stream – Shows empty instead of the content #1875 - Recipe Logs – Show User ID in the filter dropdown #1826 - Recipe UI – Field labels in conditions standardized #1892 - WP Mail SMTP Pro – Integration active updated to only show when Pro version is active #1893 - WooCommerce – Create order actions – Show all shipping zones and methods #1831 **Fixed:** - Add a taxonomy term to a post in a post type not working for tags #1854 - Automator – “A recipe completes with a specific status” is completing with incorrect status #1463 - BuddyBoss – Send a private message to all members of a group action is returning “Message could not be sent. Please enter a recipient.” error #1885 - GamiPress – A user attains a rank – Passing wrong user id to the action of the recipe if marked complete by the admin #1876 - H5P – Triggers can’t be edited when you add them unless you refresh the page first #1824 - PeepSo – Add a post to the site wide activity stream – PeepSo Permission issue #1874 - WoCommerce – Create an order – Not storing Country or State properly #1835 - WooCommerce – A guest order’s status is changed to a specific status – Enforcing user ID wrongly #1878 - WooCommerce – A user purchases a variable product with a variation selected – Add a condition to select “paid for, completed, thank you” #1843 - WordPress – Update the slug of a post – Switch $uncanny\_automator to Automator() #1857 **Under the hood:** - Fixed deprecated notices on PHP 8.1+ #1887 --- ### 4.8 \[2022-12-08\] **New App Integration:** - MailerLite #1705 **New Plugin Integration:** - WS Form LITE #1803 **New Triggers:** - Jetpack CRM – A tag is added to a company #1737 - Jetpack CRM – A tag is added to a contact #1738 - LearnDash – A course is added to a group #1780 - WP All Import – An import fails #1690 - WPForms – A user submits a form with a specific value in a specific field with PayPal payment #1793 - WS Form LITE – A form is submitted with a specific value in a specific field #1756 - WS Form LITE – A user submits a form with a specific value in a specific field #1755 **New Actions**: - LearnDash – Add a course to a group #1781 - LearnDash – Remove a course from a group #1782 - MailerLite – Add a subscriber to a group #1706 - MailerLite – Create a group #1582 - MailerLite – Remove a specific group #1583 - MailerLite – Remove a subscriber from a group #1584 - WordPress Multisite – Add the user to a subsite #1790 **New Trigger Token:** - WooCommerce – Shipping method #1765 **New Action Tokens:** - BadgeOS #1674 - Revoke a number of a certain type of points from the user - The user’s previous points total - The user’s new points total **Updated**: - BuddyBoss – Notification actions – Filter to optionally strip HTML #1761 - `apply_filters( 'automator_action_send_notification_to_members', $notification_content, $this);` - BuddyBoss – Send a private message to a specific user – Now shows if action is completed with errors #1768 - BuddyBoss – Send an email to all members of a group – Show relevant tokens #1805 - LearnDash – Send a Certificate – “From name” field added #1778 **Fixed**: - Affiliate WP – A referral is rejected no longer throws a PHP Error #1773 - A delayed action is no longer stuck in progress when there is a user selector and the condition doesn’t run the action #1795 - GamiPress – A user attains a rank – Fix Any rank option #1785 - User Data not parsing JetFormBuilder dynamic token fields #1757 - WooCommerce Memberships – A user’s access to a membership plan cancelled – Tokens not parsing #1792 - Recipe Logs – Some Pro icons not appearing #1769 --- ### 4.7.0.1 \[2022-11-11\] **Fixed:** - JetEngine – PHP Error on some PHP 8+ sites #1748 --- ### 4.7 \[2022-11-10\] **New Integrations:** - Jetpack CRM #1562 **New Triggers:** - BuddyBoss – A user is banned from a specific type of group #1600 - BuddyBoss – A user receives a type of on-screen notification #1710 - Gravity Forms – A specific field in an entry for a form is updated to a specific value #1660 - Jetpack CRM – A company is deleted #1556 - Jetpack CRM – A contact is deleted #1554 - Jetpack CRM – A quote is created #1557 - Jetpack CRM – A quote status is accepted #1558 - Jetpack CRM – A transaction is deleted #1560 - Jetpack CRM – An invoice is created #1559 - Jetpack CRM – An invoice is deleted #1561 - LearnDash – A user submits an essay for a quiz #1677 - WP Simple Pay – A subscription for a form is renewed #20 - WooCommerce Subscriptions – A user’s subscription switches from a specific variation to a specific variation \#1654 **New Actions:** - BuddyBoss – Send an email to all members of a group #1712 Jetpack CRM – Change a contact’s status to a new status #1563 The Events Calendar – RSVP on behalf of an attendee for an event #1695 **New Conditions:** - A post has a taxonomy term #1453 **New Action Tokens:** - Advanced Coupons #1666 - Add a specific amount of store credit to the user’s account - User’s total store credit - Remove a specific amount of store credit from the user’s account - User’s total store credit - AffiliateWP #1667 - Create a referral for a specific affiliate - Referral ID - Referral URL - Create a referral for the user - Referral ID - Referral URL - Create an affiliate - Affiliate ID - Affiliate URL - bbPress #1672 - Post a reply to a topic in a forum - Reply URL - Post a topic in a forum - Topic URL - BuddyBoss #1664 - Create a group - Group ID - Group URL - Post a reply to a topic in a forum - Reply ID - Reply URL - Post a topic in a forum - Topic ID - Topic URL - BuddyPress #1665 - Create a group - Group ID - Group URL - Easy Affiliate #1669 - Add a new affiliate - Affiliate ID - Record a sale for an affiliate - Affiliate sale URL - GiveWP - Create a donor - Donor ID #1675 - PeepSo #1673 - Add a post to the site wide activity stream - Post URL **Added:** - Amelia – Custom fields tokens support #1663 - BuddyBoss – Create a group – Add “Additional users to add to the group” field #1703 - Recipe UI – Support custom values in selections inside conditions #1691 - WooCommerce Subscriptions – New filter automator\_pro\_woocommerce\_subscriptions\_token\_parser to update return value #1701 **Updated:** - Events Calendar – ‘RSVP for an event’ – deprecated #1696 - Events Calendar – ‘RSVP on behalf of the user for an event’ – deprecated #1694 - PeepSo – Add a post to the sitewide activity stream – Action sentence no longer displays complete contents of the field #1708 - WooCommerce – Create an order actions – Allow tokens in “Quantity” field #1724 - WordPress Multisite – A user is added to subsite – Setting user\_id as the currently signed in user for the trigger #1713 **Fixed:** - Delayed actions – Action Scheduler throws fatal error if length is over 8000 characters #1733 - LearnDash – Improved reliability of LearnDash Group ID validation when WPML is enabled #1655 - PHP 8 error in a certain situation for some actions #1727 - PeepSo – Token override is messing up action token label in other integrations #1735 - Recipe logs – Action with multiple filters and “Any” criteria erroneously adding “Skipped” status in logs if a condition is met #1739 - Scheduled actions – Scheduled actions are still running if the recipe is not live or trashed, the action is drafted or deleted #1698 --- ### 4.6.0.1 \[2022-10-26\] **Fixed:** - Webhooks – Legacy tokens are shown as invalid in some situations #1661 --- ### [4.6](https://automatorplugin.com/wordpress-multisite/) \[2022-10-19\] **New Feature:** - Action tokens (Requires Automator v4.6+) – Actions now generate tokens for subsequent actions, enabling powerful automations where actions are linked and build upon each other **New Integration:** - [WordPress Multisite](https://automatorplugin.com/wordpress-multisite/) #1594 **New Triggers:** - BuddyBoss – A user creates a forum #1542 - BuddyBoss – A user is suspended #1543 - BuddyBoss – A user is unsuspended #1544 - BuddyBoss – A user receives a private message from a user #1597 - BuddyBoss – A user sends a private message to a user #1596 - MemberPress Courses – A user achieves a score greater than, less than or equal to a value on a quiz #1374 (Requires Automator v4.6+) - MemberPress Courses – A user achieves points greater than, less than or equal to a value on a quiz #1373 (Requires Automator v4.6+) - The Event Calendar – An attendee is registered for an event with WooCommerce #1083 (Requires Automator v4.6+) - WPForms – A form is submitted with a specific value in a specific field with PayPal payment #1625 - WooCommerce – A product has its associated order refunded #1236 - WooCommerce – A product variation’s inventory status is set to a status #1231 - WooCommerce – An order is partially refunded #1241 - WordPress – A specific type of post is set to a status #1441 - WordPress Multisite – A user is added to a subsite #1581 **New Actions:** - BuddyPress – Send a private message to a specific user #1631 - WooCommerce – Change the price of a specific product to a new price #1534 **New Conditions:** - WooCommerce Subscriptions – The user does not have an active subscription to a specific product #1429 **New Trigger Tokens:** - WooCommerce – Order fees, Order shipping #1590 - WooCommerce – An order is refunded – Order refund amount, Order refund reason #1602 - WooCommerce – A user purchases a variable product with a variation selected – Variation ID #1552 **New Action Tokens:** - Automator core #1626 - Call a custom function/method - Function return value - Gravity Forms #1628 - Create an entry for a form - Entry ID - Entry URL - WooCommerce #1624 - Create an order with a product - Order ID - Order URL (admin) - Order URL (user) - Create an order with a product with a payment gateway - Order ID - Order URL (admin) - Order URL (user) - Generate and email a coupon code - Coupon ID - Generated coupon code - Create a subscription order with a product - Order ID - Order URL (admin) - Order URL (user) - Subscription ID - Subscription URL - Create a subscription order with a product with a payment gateway - Order ID - Order URL (admin) - Order URL (user) - Subscription ID - Subscription URL - WordPress #1627 - Create a user - User ID - Edit user page URL - Update the content of a post - Updated content - Update the title of a post - Updated title **Updated:** - Gravity Forms – Create an entry for a form – No longer “requires user data” when used in Everyone recipes \#1636 - WooCommerce – Generate and email a coupon code to the user renamed to “Generate and email a coupon code” #1646 - WooCommerce – Generate and email a coupon code to the user – action no longer forces user data #1645 - WooCommerce – Generate and email a coupon code action now lists more than 1000 coupons #1620 - WooCommerce – The user has an active subscription to a specific product – Grammar fixes #1567 - WooCommerce – A product’s inventory status is set to a specific status – Field label renamed from “Product stock status” to “Status” #1629 - WooCommerce – Create an order – Actions no longer require user data #1642 - WooCommerce Subscriptions – Create a subscription order actions – Added “Order status” #1647 - WordPress – “Remove a taxonomy term from a post in a post type” – Added custom value option to Post dropdown \#1615 **Fixed:** - Action log – “Cancel” button for scheduled actions now works reliably #1617 - BuddyBoss – Set the user’s profile type to a specific type no longer drops first user role #1572 - JetFormBuilder – Triggers now generate “Field” and “Value” tokens #1540 - Scheduled actions no longer throws PHP Error if the related plugin is no longer available #1610 - WooCommerce – Create an order with a product – “Any status” removed from “Order status” dropdown #1648 - WooCommerce Subscriptions actions no longer appear when the plugin is not active #1605 - WordPress – A user is deleted – Now logs the correct User ID in recipe logs #1548 **Under the hood:** - WordPress – “A user’s role changed from a specific role to a specific role” – Added filter to optionally not run trigger if old roles are empty - Automator UI – Removed duplicate “Upgrade” notice #1608 --- ### 4.5 \[2022-09-21\] **New Integrations:** - [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/) #1536 - [JetEngine](https://automatorplugin.com/integration/jetengine/) #1310 - [JetFormBuilder](https://automatorplugin.com/integration/jetformbuilder/) #1537 - [SureCart](https://automatorplugin.com/integration/surecart/) #1416 **New Triggers:** - Advanced Ads – An ad’s status changes from a specific status to a specific status #1380 - JetEngine – A user updates a specific JetEngine field on a specific post type to a specific value #1377 - JetEngine – A user updates a specific JetEngine field on a specific post type #1378 - JetFormBuilder – A form is submitted with a specific value in a specific field #1476 - JetFormBuilder – A user submits a form with a specific value in a specific field #1477 - MemberPress – A user’s transaction for a membership is set to a status #1095 - Paid Membership Pro – An admin assigns a membership level to a user #196 - SureCart – A guest purchases a product #1416 - WordPress – A specific meta key of a specific type of post updates to a specific value #1234 - WordPress – A user is deleted #1494 **New Actions:** - Affiliate WP – Create an affiliate #1369 **New Conditions:** - Date and time #1440 - The date is, is not, before, after a specific date #1461 - The date is between a specific date and a specific date #1459 - The date is, is not, is before, is after a specific day of month #1465 - The date is, is not, is before, is after a specific month #1460 - The day is, is not a specific day of the week #1457 - The time is before, is after a specific time #1462 - The time is between a specific time and a specific time #1458 - Uncanny Automator – The user has, has not completed a recipe #1421 - MemberPress – The user is not an active member of a membership #1432 - WooCommerce – A user has not purchased a specific product #1430 **New Tokens:** - WooCommerce – “A user reviews a product” – “Product SKU”, “Product categories”, and “Product tags” #1526 **Added:** - Recipe UI – Ability to group multiple actions under a condition (requires Automator 4.5+) - Automatic login link token – Added filter `automator_pro_auto_login_link_disable_security_check` to override security check #1513 - TutorLMS – Mark a lesson complete for a user – Added “All lessons” option #43132 #1470 **Updated:** - Fluent Support – “Create a ticket” – Use a custom value option added #1512 - Fluent Support – Added options\_callback to avoid init issues #1478 - LearnDash – Reset the user’s progress in a course – Delete course resume data if applicable #1506 - Meta Box – “A user’s Meta Box field is updated” – Token sentences updated #1466 - WooCommerce – Create an order action – Use a custom value option added #1480 - WordPress – Change the label from “Select a role” to “Role” #1502 **Fixed:** - BuddyBoss – Send on-screen notification now runs reliably #1454 - Delayed action no longer logs status “Completed” when it should be “Completed with errors” #1530 - Gamipress – A user’s total points reaches a specific threshold – Threshold calculation logic updated #1424 - MemberPress – “Add the user to a membership” now works reliably with tokens in the fields #1472 - MemberPress – A user’s membership to a specific product expires – No longer triggers on recurring subscription renewal #1523 - WooCommerce – “A guest completes, pays for, lands on a thank you page for an order with a product variation” – PHP Error when paid thru PayPal IPN confirmation #1521 - bbPress & BuddyBoss – “Post a reply to a topic in a forum” sentence options fixed #1527 **Under the hood:** - API log – Dropping views no longer prevents log filters from showing up #1510 - Action conditions – Fixed unnecessary calls #1516 - Recipe logs – Queries merged to reduce number of DB calls #1518 --- ### [4.4](https://automatorplugin.com/pro-4-4-new-triggers-conditions/) \[2022-08-31\] **New Integrations:** - KonnectzIT #1449 - Make #1450 - Meta Box #1451 **New Triggers:** - KonnectzIT – Receive data from KonnectzIT webhook #1268 - Make – Receive data from Make webhook #1410 - Meta Box – A user’s Meta Box field is updated #1409 **New Conditions:** - Emails – An email address does not end with a domain #1404 - Emails – An email address ends with a domain #1403 - WooCommerce – The user’s billing info contains a specific value #1407 - WooCommerce – The user’s shipping info contains a specific value #1408 - WordPress – A user with a username does not exist on the site #1400 - WordPress – A user with a username exists on the site #1399 - WordPress – A user with an email address does not exist on the site #1398 - WordPress – A user with an email address exists on the site #1397 - WordPress – The user has posted a specific number of approved comments #1405 - WordPress – The user has published a specific number of posts #1406 **New Tokens:** - bbPress – “A guest replies to a topic” – Reply ID, URL and Content tokens #1393 - Fluent Forms – “File upload” field token support added #1414 - WooCommerce – “A guest completes, pays for, lands on a thank you page for an order with a product in a category” – “Order quantity” token added #1439 **Added:** - WooCommerce – Create an order actions – “Custom value” support added in dropdown fields #1420 - WordPress – “Set the featured image of a post” – Image URL support added #1411 **Updated:** - Automator – Run a JavaScript code – Grammatical sentence update #1443 **Fixed:** - Elementor – Form IDs are now matched as string instead of numeric #1427 - FluentCRM – Triggers now works reliably #1434 - Fixed: Advanced Custom Fields – “A user’s ACF field is updated” – Added check when an admin adds a value for the first time #1389 - LearnPress – User can’t attempt a quiz if enrolled into a course with Automator #1394 - WordPress – “A specific meta key does not exists for a post” – Grammatical sentence correction #1433 --- ### [4.3](https://automatorplugin.com/new-integration-meta-box/) \[2022-08-15\] **New Integrations:** - Easy Affiliate #1303 - Meta Box #1298 - Studiocart #888 (New in Pro) - WP Mail SMTP Pro #1315 **New Triggers:** - bbPress – A guest replies to a topic #1062 - Easy Affiliate – A payout is made to an affiliate #1300 - Meta Box – A field is updated on a post #1304 - Meta Box – A user updates a field on a post #1299 - Studiocart – A guest completes an order for a product #1313 - Studiocart – A subscription is cancelled for a product #1314 - WP Mail SMTP Pro – In an email with specific text in the subject, a URL containing a string is clicked #974 - WP Mail SMTP Pro – In any email, a URL containing a string is clicked #975 - WooCommerce – A guest completes, pays for, lands on a thank you page for an order with a product variation \#1235 - WooCommerce – A product’s inventory status is set to a specific status #1230 - WooCommerce – An order is refunded #1238 **New Actions:** - BuddyBoss – Send a private message to a specific user #1358 - BuddyPress – Send all members of a group a notification #1152 - Easy Affiliate – Add a new affiliate #1302 - Easy Affiliate – Record a sale for an affiliate #1301 - FluentCRM – Add a contact to a list #1252 - FluentCRM – Remove tag from a contact #1253 **New Conditions:** - **LearnDash**: - The user has completed a lesson #1323 - The user has completed a quiz #1317 - The user has completed a topic #1321 - The user has failed a quiz #1320 - The user has not completed a lesson #1324 - The user has not completed a quiz #1318 - The user has not completed a topic #1322 - The user has passed a quiz #1319 - **WordPress**: - A specific meta key does not exist for a post #1354 - A specific meta key exists for a post #1353 - A specific user meta key does not exist for the user #1351 - A specific user meta key exists for the user #1350 **New Tokens:** - **BuddyBoss** – “A user makes a post to the activity stream of a group” #1261 - Activity media URL - Activity video URL - Activity document URL - **Gravity Forms** – Forms with payment fields #1312 - Transaction ID - **WP Job Manager** – “An application is received for a job of a specific type” #1357 - Job owner ID - Candidate ID **Added:** - WooCommerce – Ability to apply a coupon in all “Create an order” actions – #41159 #1262 - WooCommerce Subscriptions – “A user’s subscription to a specific variation of a variable subscription is set to a status” – “Any variable subscription” option added #1316 - \[INTERNAL\] – Automator REST API – actions\_order\_and\_conditions endpoint added #1384 **Updated:** - Automator Pro – Improve messaging when Automator (free) is not installed or active #333 - Gravity Kit – Added a check for Gravity Forms #1376 - WordPress – “A user updates a specific meta key of a specific type of post to a specific value” – Added filters to exclude some meta keys #1280 - WordPress – A user’s specific meta key is updated – Added condition to check if meta key exists #1360 **Fixed:** - Auto Login Link token – User role validation now occurs on the passed user\_id instead of current logged in user \#42235 #1387 - The Events Calendar – “An attendee is registered for an event” – Improved token parsing and TEC 6+ compatibility \#1294 - TutorLMS – The action was completing but failed to unenroll the user when used with some triggers #1366 - User selector – Recipe stuck in progress if “User Selector” receives an empty email with subsequent create user condition #1282 - User selector – Improved handling of “do nothing” cases #1282 - WordPress – “Add a comment to a post” – Comment text now retains formatting #1288 - WordPress – A user is created with a specific role – PHP Error in some situations #1328 - WordPress – “Add a taxonomy term to a post in a post type” – PHP Notice: Trying to get property ‘term\_id’ of non-object #1286 - WordPress – “Any” option is now listed as the first item on post dropdowns #1370 --- ### [4.2](https://automatorplugin.com/whats-new-in-wlm-fluent-support-learndash-woo-and-buddyboss/) \[2022-07-13\] **New Integration:** - [Fluent Support](https://automatorplugin.com/integration/fluent-support/) #1068 **New Triggers:** - **BuddyBoss** – A user joins a hidden group #1205 - **Fluent Support**: - A ticket for a product is closed by a customer or an agent #1113 - A ticket for a product is opened by a customer or an agent #1068 - A ticket for a product is replied to by a customer #1114 - A ticket for a product is replied to by an agent #1137 - A ticket with a specific priority is closed by a customer or an agent #1111 - A ticket with a specific priority is opened by a customer or an agent #1069 - A ticket with a specific priority is replied to by a customer #1112 - A ticket with a specific priority is replied to by an agent #1136 - **LearnDash**: - A Group Leader is added to a group #1245 - A Group Leader is removed from a group #1244 - **Wishlist Member**: - A user is approved for a membership level #1131 - A user is confirmed for a membership level #1127 - A user is unconfirmed for a membership level #1128 - A user’s access to a membership level is cancelled #1129 - A user’s access to a membership level is unapproved #1132 - A user’s access to a membership level is uncancelled #1130 - **WooCommerce**: - A payment fails for an order #264 - A guest completes, pays for, lands on a thank you page for an order with a specific coupon #1133 - A product has its associated order set to a specific status #832 **New Actions:** - Automator Core – Run JavaScript code #122 - BuddyBoss – Show an on-screen notification to the user #262 - Fluent Support – Create a ticket #1070 - LearnDash – Send an email to Group Leaders of a group #1256 - WooCommerce Subscriptions – Set the user’s subscription to a specific variation of a variable subscription product to a status #1049 - WooCommerce Subscriptions – Set the user’s subscription of a subscription product to a status #1048 - WordPress – Add a comment to a post – #1172 **New Conditions:** - FluentCRM: - A user does not have a tag #1148 - A user has a tag #1006 **New Tokens:** - Formidable Forms: #1106 - Entry ID - User IP - Entry date - Entry source URL - LearnDash – “A user submits an assignment for a lesson or topic” – Assignment URL #1216 - WP Job Manager – Job ID #937 - WooCommerce – “A product has its associated order completed, paid for, or a thank you page visited” #1179 - Product categories - Product tags **Internal:** - Automator Core – Improved performance on high data & traffic sites #1254 #955 **Updated:** - BuddyBoss – “Send a notification to all members of a group” changed to an Everyone trigger #1192 - BuddyBoss – “Send a private message to all members of a group” changed to an Everyone trigger #1192 - Recipe logs – Show recipe status in the drop-down recipe filter #1181 - WooCommerce – “A user/guest completes, pays for, lands on a thank you page for an order with a product in a category” – Any category option added #1190 - WooCommerce – “Create an order with a product” – token support added #1211 - WooCommerce – “Create an order with a product” – some required fields switched to optional #1177 - WooCommerce – Shipping method added for all “Create an order” actions #1250 - WordPress – “A post is moved to the trash”- token sentence case updated #1161 - WordPress – “A post is moved to the trash” – trigger does not show post types that supports comments #1198 - WordPress – “A user updates a post in a specific status” – token sentence case updated #1163 - WordPress – “A user updates a post in a specific taxonomy” – token sentence case updated #1164 - WordPress – “A user updates a post” – token sentence case updated #1162 - WordPress – “A user’s specific meta key is updated” now fires when meta is added for the first time #40949 \#1167 - WordPress – Triggers tokens are now standardized #716 **Fixed:** - Action Logs – Cancelling an individual delayed action no longer results in a console error #41058 #1176 - Advanced Custom Fields – “A user updates a field on a post” now creates post meta when it doesn’t exist #1266 - BuddyBoss – “A user requests access to a private group” PHP Error when BuddyBoss forum component is not enabled. \#1215 - BuddyBoss – “Send a private message to a user” now completes reliably #1220 - GamiPress – “An achievement is revoked from a user” now fires reliably #1213 - Scheduled Actions – Use the updated date format #1259 - WordPress – “A user updates a post in a specific status” – Post status token not showing correct post status \#1151 - WordPress – “Add a taxonomy term to a post in a post type” adding category ID in addition to the category \#1203 - WordPress – Custom post types are now listed reliably in type of post triggers #1196 --- ### [4.1](https://automatorplugin.com/pro-4-1-gravitykit-support-over-20-triggers-actions/) \[2022-06-09\] **New Integrations:** - [Autonami](https://automatorplugin.com/integration/autonami/) *(new in Pro)* - [GravityKit](https://automatorplugin.com/integration/gravitykit/) **New Triggers:** - Amelia – A booking of an appointment for a service has been changed to a specific status #1102 - Amelia – A user’s booking of an appointment for a service has been changed to a specific status #1101 - Amelia – A booking of an appointment for a service is canceled #1098 - Amelia – A booking of an appointment for a service is rescheduled #1097 - Amelia – A user’s booking of an appointment for a service is canceled #1096 - Amelia – A user’s booking of an appointment for a service is rescheduled #1092 - Autonami – A tag is removed from a contact #1074 - Autonami – A tag is removed from a user #1073 - Autonami – A user is removed from a list #1072 - Autonami – A contact is removed from a list #1071 - GravityKit – An entry for a specific form is rejected #35509 #1061 - GravityKit – An entry for a specific form is approved #35509 #934 - WordPress – A taxonomy term is added to a specific type of post #833 **New Actions:** - Autonami – Add a contact to a list #1081 - Autonami – Remove a contact from a list #1080 - Autonami – Remove the user from a list #1079 - Autonami – Add the user to a list #1078 - Autonami – Remove a tag from a contact #1077 - Autonami – Remove a tag from the user #1076 - BuddyBoss – Create a friendship between a user and another user – 32831 #841 - LearnDash – Remove the user from all groups #753 - LearnDash – Unenroll the user from all courses #752 - LearnDash – Remove the user as a leader of a group #459 - WordPress – Move all of a specific type of posts with a taxonomy term in a taxonomy to the trash #824 **New Conditions:** - LearnDash – The user is a member of a group or its child groups #1047 - LearnDash – The user is not a member of a group or its child groups #1046 - LearnDash – The user has not completed a course #1045 **New Tokens:** - Groundhogg – Tag ID and Tag name #422 **Added:** - Action Logs – Filter by status added #187 - FluentCRM – “A user is removed from a list” – “Any list” option added #565 - LifterLMS – “Remove the user from a membership” – “All memberships” option added #962 - Webhooks – Basic authentication support for incoming Webhooks #1123 **Updated:** - GamiPress – Deprecate “A user earns a number of a specific type of points” #1014 - LearnDash – “A user submits an assignment for a lesson or topic” – Token labels updated #423 - Newsletter – “A subscription form is submitted with a specific list” – Token sentence case fixes #426 - Tutor LMS – “A user achieves a percentage greater than, less than or equal to a value on a quiz” – Default value of “a value” field fixed #427 - WooCommerce – “A user completes, pays for, lands on a thank you page for an order paid for with a specific method” – Duplicate “Payment method” token removed #431 - WooCommerce – “A user completes, pays for, lands on a thank you page for an order with a total greater than, less than or equal to a specific amount” – - Specific amount placeholder text updated #430 **Enhanced:** - Action Scheduler Library Updated to version 3.4.x #930 - LearnDash – “Send an email to the user’s group leader(s)” now supports “fullpage” HTML templates #1156 - LearnDash – “Send a certificate” now supports “fullpage” HTML templates #1154 - WooCommerce – “Generate and email a coupon code to the user” now supports “fullpage” HTML templates #1157 **Fixed:** - Amelia – PHP Notices #1115 - BuddyPress – “A user registers with a specific value in a specific field” – Tokens now parses reliably #413 - Formidable Forms – Upload field token now parses reliably #1104 - GiveWP – Default value “an amount” in the sentence is fixed #420, #879 - Integromat + BuddyPress – Integromat tokens from “Receive data form Integromat webhook” trigger now works reliably with the BuddyPress “Create a group” action #1141 - myCred – A number of default value fixed in the trigger sentences #425 - MasterStudy LMS – “A user achieves a percentage greater than, less than or equal to a value on a quiz” – Default value of “a value” field fixed #424 - Newsletter – “Add the user to a list” now works reliably #1108 - Ninja Form – Multi-select value case sensitive issue, added extra condition to compare slug string in an Array \#1015 - Paid Memberships Pro – Remove “All membership” levels now works reliably #1041 - Webhooks – “Receive data from a webhook” – PHP Error when updating plugin #1146 - Webhooks – “Receive data from a webhook” – Security headers now works reliably #1121 - WooCommerce – “A user add a product to the cart” – “Product quantity” token now renders properly #1067 - WooCommerce – “A user add a product to the cart” now only fires for logged-in users #1065 - WooCommerce Subscriptions – “A user purchases a variable product with a variation selected” tokens now render reliably #1030 ### 4.0 \[2022-05-12\] **New Integration:** - [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) **New Triggers:** - Advanced Coupons – A user’s lifetime store credit exceeds a specific amount #988 - Advanced Coupons – A user’s current store credit exceeds a specific amount #987 - Advanced Custom Fields – A user’s ACF field is updated #887 - Events Manager – A booking for an event is approved #969 - GamiPress – A user’s total of a specific type of points reaches a specific threshold #1013 - LearnDash – A user completes a group’s courses #509 - PeepSo – A user unfollows a PeepSo member #935 - PeepSo – A user updates a specific field to a specific value in their profile #919 - TutorLMS – A user posts a question in a course #822 - Wishlist Members – A user’s specific membership level account is approved #915 **New Actions:** - Advanced Coupons – Remove a specific amount of store credit from the user’s account #996 - Advanced Coupons – Add a specific amount of store credit to the user’s account #995 - WooCommerce – Create a subscription order with a product with a payment method #959 - WooCommerce – Create a subscription order with a product #958 - WooCommerce – Create an order with a product with a payment gateway #957 - WooCommerce – Create an order with a product #759 - WordPress – Add an image to the media library #931 - WordPress – Remove a taxonomy term from a post in a post type #688 - WordPress – Add a taxonomy term to a post in a post type #658 **New Integration Conditions:** - **LearnDash:** - The user has completed a course #1018 - The user is enrolled in a course #1016 - The user is a member of a group #1017 - The user is not a member of a group #1037 - **MemberPress:** - The user is an active member of a membership #980 - **WooCommerce:** - The user has purchased a specific product #1021 - **WooCommerce Subscriptions:** - The user has an active subscription to a specific product #1022 - **WP Fusion:** - The user does not have a specific tag #1020 - The user has a tag #1019 - **WordPress:** - The user has a specific role #1007 **Added:** - Integration Specific Conditions - GiveWP – Form ID and Form title tokens added #918 **Updated:** - ShipStation – “An order with a total greater than, less than or equal to a specific amount is shipped” sentence fix #432 - Wishlist Member – “Field value” label sentence case fix #428 - Report filter shows “Recipe delete: \[ID\]” when recipe has no title #990 **Fixed:** - Gravity Forms – “Create an entry for a form” not loading the fields #1004 - Formidable Forms – Multiple selection token now parses reliably #967 - WordPress – A user updates a post not in a specific status is now fires reliably #838 - WordPress – “Set a post to a status” now reliably updates post permalink in a certain situation #1009 - Actions Conditions – PHP Error fixed in a certain situation #1011 --- ### 3.9 \[2022-04-12\] **Integration:** - [PeepSo](https://automatorplugin.com/integration/peepso/) #810 **New Actions:** - Gravity Forms – Create an entry for a form #842 - PeepSo – Change the user’s PeepSo role to a new role #949 - PeepSo – Add a post to the site wide activity stream #948 - WooCommerce – Set a specific order to a specific status #577 **New Triggers:** - MemberPress – A sub account is added to a parent account (Requires Corporate Accounts Add-on) #686 - PeepSo – A user gains a new follower #951 - PeepSo – A user publishes an activity post #950 - PeepSo – A user loses a follower #947 - WordPress – A user updates a specific meta key of a specific type of post to a specific value #901 **Added:** - bbPress – “A user replies to a topic” – Reply ID, Reply URL and Reply content tokens added #892 - Easy Digital Downloads – Payment, Discount, Order total tokens added #891 - Easy Digital Downloads – Number format added to amount tokens #908 - Gravity Forms – Entry ID, Entry submission date, Entry source URL and User IP tokens added #942 - Gravity Forms – Token “Form” renamed to “Form title” and Form ID token added #564 - LearnDash – “Remove a user from a group” – All groups option added #909 - Paid Memberships Pro – “Add the user to a membership level” action now supports membership level expiry #910 - WPForms – Entry ID, User IP, Submission date tokens added #943 - WPLMS – Improved support for WPLMS 4.x #886 - Core – Several architectural performance updates #924 #897 **Fixed:** - LearnDash – “Send a certificate” now uses original certificate text if certificate body is empty #945 - LearnDash – “A user is enrolled in a course” now fires when a user is added with ThriveCart checkout #940 - WooCommerce Subscriptions – “A user renews a subscription to a product” now works reliably for renewal subscriptions #938 - Fluent Forms – PHP notice in token parsing #921 - WooCommerce – “A user completes, pays for, lands on a thank you page for an order with a product in a category” now fires reliably #920 - Ninja Form – PHP notice in parsing tokens #912 - WooCommerce Subscriptions – “A user’s subscription to a specific variation of a variable subscription is set to a status” now fires reliably #900 - Modern Events Calendar – “Register a user for an event” action now sends confirmations emails as expected #894 - WordPress – “A user updates a post in a taxonomy” now lists all taxonomies #854 --- ### 3.8.0.1 \[2022-03-11\] **Fixed:** - Action conditions/filters ignored on some sites #880 --- ### 3.8 \[2022-03-10\] **New Integration:** - [MemberPress Courses](https://automatorplugin.com/integration/memberpress-courses/) **Added:** - Amelia – New tokens to support Employee information #843 - Webhooks – New tokens `WEBHOOK_BODY` and `WEBHOOK_SAMPLE` #799 **New Triggers:** - GiveWP – A donation is made via a form for an amount greater than, less than, or equal to an amount #821 **New Actions:** - MemberPress Courses – Reset the user’s progress in a course #806 **Updated:** - Autologin link token no longer generated for Administrator and Editor users #866 - GoTo Training/GoTo Webinar – Moved to Automator free plugin #862 - Tutor LMS – Improved compatibility with Tutor LMS 2.0+ #814 **Fixed:** - Scheduled/conditional actions – PHP error on PHP 8+ #861 - Actions inside a condition block without conditions are now executed as expected - BuddyBoss – “Send a message to all members of a group” now works for hidden and private groups #872 - FluentCRM – Removed WP filter causing duplicate tokens #864 - LifterLMS – “Remove the user from a membership” – Removed “Any membership” #848 - MemberPress – “Remove the user from a membership” – All memberships now appear in dropdown #855 - WordPress Core – “Update the user’s details” – Now requires user details #845 --- ### 3.7 \[2022-02-24\] **New Integrations:** - [Amelia](https://automatorplugin.com/integration/amelia/) - [Webhooks](https://automatorplugin.com/integration/webhooks/) **New Triggers:** - Amelia – An appointment is booked for a specific service #761 - Amelia – A user books an appointment for a specific service #760 - Webhooks – Receive data from a webhook (Moved from Automator Core) #782 - WooCommerce Subscriptions – A user’s subscription to a specific variation of a variable subscription expires \#795 - WooCommerce Subscriptions – A user renews a subscription to a specific variation of a variable subscription \#794 - WooCommerce Subscriptions – A user’s trial period to a specific variation of a variable subscription expires \#793 - WooCommerce Subscriptions – A user’s subscription to a specific variation of a variable subscription is set to a status #791 **New Actions:** - WordPress Core – Set the featured image of a post #801 - WordPress Core – Move a post to the trash #721 **Updated:** - GamiPress – “Revoke an achievement from the user” now reliably removes the selected/all achievements #777 - Tutor LMS – Improved compatibility with Tutor LMS 2.0+ - WooCommerce – Added Order summary token #763 - WordPress Core – A user’s specific type of post is updated – Updated token labels #510 - Removed Twilio integration (moved to Uncanny Automator (free) 3.7 plugin) #310 **Fixed:** - BuddyBoss – “Create a group” – The “Additional users to add to the group” field now adds additional users to the group as expected #788 - Formidable Forms – All triggers – Added Form ID token #435 - GamiPress – “Revoke points from the user” now revokes the points consistently #805 - LearnDash – “Add the user to a group” – Now throws an error if Group doesn’t exist or is not published #484 - LearnDash – “A user is removed from a group” – Updated hook to fire when user removed from edit user screen \#785 - MailPoet – Remove the user from a list – PHP error #812 - WordPress Core – Multiple triggers now fire reliably when an admin performs a related action in /wp-admin #738 - WordPress Core – “Delete a user” – Now deletes the user as expected #781 - WooCommerce – ShipStation – No longer displays duplicate tokens #433 - WooCommerce Subscriptions – “A user’s subscription to a product is set to a status” now fires reliably #765 - Actions no longer fire twice in Everyone recipes when the user selector does not select a user #762 - Token parsing – ‘0’ and ‘1’ values no longer parse as true or false instead of ‘0’ and ‘1’ #705 --- ### 3.6 \[2022-01-26\] **New Integrations:** - [IFTTT](https://automatorplugin.com/integration/ifttt/) - [Integrately](https://automatorplugin.com/integration/integrately/) - [OptinMonster](https://automatorplugin.com/integration/optinmonster/) **New Triggers:** - BuddyBoss – A user requests access to a private group #657 - BuddyPress – A user requests access to a private group #657 - IFTTT – Receive data from IFTTT webhook #659 - Integrately – Receive data from Integrately webhook #673 - LearnDash – A user’s access to a course expires #713 - OptinMonster – Receive data from OptinMonster webhook #662 - WPForms – A form is submitted with PayPal payment #747 - WPForms – A user submits a form with PayPal payment #597 - WooCommerce Subscriptions – A user’s trial period to a subscription expires #728 **New Actions:** - BadgeOS – Revoke an achievement from the user #685 - BuddyBoss – Send a private message to all members of a group #598 - LearnDash – Remove the Group Leader from a group and all its children #735 - LearnDash – Remove the user from a group and all its children #734 - The Events Calendar – RSVP for an event #675 - WooCommerce Subscriptions – Cancel the user’s subscription to a subscription variation #642 - WordPress Core – Delete a user #647 - WordPress Core – Delete user meta #712 **Added:** - Automator Core – Receive data from a webhook – Support for multi-dimensional data #94 - WooCommerce – Filter `automator_woocommerce_order_item_created_token_parser` #697 - WordPress – A user’s comment on a post receives a reply – Added Post ID and URL tokens #709 **Updated:** - BuddyBoss – Send a notification to all members of a group – #692 - BuddyBoss – A user makes a post to the activity stream of a group – Add Group ID token #687 - Multiple triggers – Added Post excerpt token #664 - `sslverify` re-enabled for `wp_remote_post()` calls #755 **Fixed:** - Automator Core – A user clicks a magic link – Updated token names for consistency #411 - BuddyBoss – A user registers with a specific value in a specific field – Fixed duplicate tokens #412 - BuddyBoss – Send a notification to the user – Notification links are now clickable #710 - BuddyPress: Set the user’s XProfile data – Sentence no longer shows \[object Object\],\[object Object\] after saving the trigger #669 - FluentCRM – A tag is added to a user – Now fires when tags are added via SmartLink #655 - LearnDash – Send an email to the user’s group leader(s) – Now reliably retrieves all Group Leaders of a group \#742 - Ninja Forms – Tokens for checkboxes and multi-select now output as comma-separated lists #689 - WooCommerce – Added line breaks between multiple products in the Order products and quantity token #725 - WordPress Core – Some token values were being parsed as true or false instead of ‘0’ and ‘1’ #705 - WordPress Core – Post URL token now outputs permalink format based on permalink setting #756 - The Events Calendar – A user attends an event – Now fires when a user checks in with the Events Calendar mobile app #682 - The Events Calendar – RSVP on behalf of the user for an event – Now sends ticket email to the user #676 --- ### 3.5 \[2021-12-21\] **New Functionality:** - The ability to complete actions conditionally based on specified filter criteria #581 **New Triggers:** - LifterLMS – A user leaves a group #549 - LifterLMS – A user joins a group #548 - The Events Calendar – An attendee is registered for an event - WordPress Core – A user’s specific meta key is updated to a specific value #527 **New Actions:** - WooCommerce – Cancel the user’s subscription to a subscription product #596 **Updated:** - WordPress Core – Added Post excerpt token to some triggers #1164 - Added a button to easily clear license data #594 **Fixed:** - PHP 5.6 fixes #649 - WooCommerce – Tokens now render more reliably #630 - Fluent Forms – JavaScript validation issue when using Fluent Forms tokens in some actions #626 --- ### 3.4 \[2021-12-08\] **New integration:** - [Divi](https://automatorplugin.com/integration/divi/) *– New in Pro* **New Triggers:** - Divi Forms: A form is submitted with a specific value in a specific field #353 - Divi Forms: A user submits a form with a specific value in a specific field #352 - LifterLMS – A user is unenrolled from a course #525 - WooCommerce – A user reviews a product with a rating greater than, less than or equal to an amount #260 - WordPress Core – {A specific} role is removed from the user #566 **Updated:** - Elementor Pro – Updated sentence for logged-in trigger to “A user submits a form with a specific value in a specific field” #588 - myCred – Added support for decimal credit values #580 - Improved translation support #568 **Fixed:** - Various form integrations – Triggers missing “Value” label on value field, duplicate tokens displayed in UI \#571, #576, #585, #586, #587, #590 - BuddyBoss – Removed unrelated text from “Set the user’s Xprofile data” #573 - WooCommerce – “A product is purchased in an order” now has more granular completion conditions “completed, paid for, or a thank you page visited” #572 - BuddyBoss – “A user’s account is activated” now logs an error when the activation fails #600 - Added recipe\_log\_id in query filter to avoid unrelated trigger/action runs from showing up in the recipe activity log in some situations #591 - Contact Form 7 – “A form is submitted with a specific value in a specific field” no longer registers tokens twice #587 - Automator Core – “Call a custom function/method” action not appearing on some sites #582 - Auto-pruning false active message for some older installations #610 --- ### 3.3 \[2021-10-28\] **New integration:** - [Advanced Custom Fields](https://automatorplugin.com/integration/advanced-custom-fields/) **New Triggers:** - Advanced Custom Fields: A field is updated on a post #134 - MemberPress – A user’s membership to a specific product expires #506 - WooCommerce – A product is purchased in an order #544 **New Actions:** - bbPress – Subscribe the user to a forum #458 - BuddyBoss – Subscribe the user to a forum #458 - BuddyBoss – Follow a user #528 - BuddyBoss – Stop following a user #529 - BuddyBoss – End friendship with a user #532 - BuddyBoss – Send a friendship request to a user #531 - BuddyPress – End friendship with a user #532 - BuddyPress – Send a friendship request to a user #531 **Added:** - LearnDash – Reset the user’s progress in a course – Added option to delete associated Tin Canny data #398 **Updated:** - Miscellaneous sentence and token updates for capitalization, grammar and style consistency #505, #503, #502, \#501, #500, #455 - MEC – A user’s booking of an event is confirmed – Added featured image and featured image url tokens #504 **Fixed:** - GamiPress – PHP error on some sites #521 - Wishlist Member – PHP notices on PHP 8+ #515 --- ### 3.2.0.1 \[2021-10-06\] **Updated:** - WPForms – Cleaned up token parsing #496 - WPForms – Excluded some sensitive fields from token parsing (e.g. password, Stripe, Authorize.net) #496 --- ### 3.2 \[2021-10-01\] **Added:** - PHP 8 compatibility updates **New logged-in recipe triggers:** - WooCommerce Subscriptions – A user purchases a variable subscription with a variation selected #395 - WordPress Core – A user is created with a specific role #470 **New everyone recipe triggers:** - Automator Core – A magic button is clicked #337 - Automator Core – A magic link is clicked #337 - FluentCRM – A tag is removed from a contact #337 - FluentCRM – A contact is removed from a list #337 - Groundhogg – A tag is added to a contact #337 - Groundhogg – A tag is removed from a contact #337 - WooCommerce – A guest completes, pays for, lands on a thank you page for an order with a product in a category \#351 **Updated:** - Reduced minimum required PHP version to 5.6 #473 - Automator Core – Call a custom function/method and Run a WordPress hook no longer require a user when used in an Everyone recipe #434 - BuddyBoss/BuddyPress – Added “Activity URL” and “Activity stream URL” tokens to relevant triggers #444 - LearnPress – “Enroll the user in a course” updated for compatibility with LearnPress 4.0+ #481 - WooCommerce Subscriptions – “A user purchases a subscription variation” is now “A user purchases a variable subscription” #447 - WooCommerce Subscriptions – “A user purchases a variable subscription” Tokens updated for improved consistency \#316 - WooCommerce – HTML added by WooCommerce now removed from some tokens #443 - Zoom – Removed integration files from pro (now in free version) #309 **Fixed:** - Auto-prune activity logs setting now works reliably #439 - BuddyBoss – “A user updates their profile with a specific value in a specific field” now fires reliably when multiple checkboxes are checked #31929 #465 - BuddyPress – “A user updates their profile with a specific value in a specific field” now fires reliably when multiple checkboxes are checked #31929 #466 - FluentCRM – Tokens now render more reliably #486 - LearnDash – “Send an email to the user’s group leader(s)” now bypasses LearnDash transients #450 - WooCommerce – Variable products and subscriptions now populate in trigger dropdowns more consistently #402 - WooCommerce Memberships – “A user’s access to a membership plan is cancelled” no longer fires in some unexpected situations #366 --- ### 3.1.2 \[2021-08-31\] **Triggers Added:** - Gravity Forms – A user is registered #369 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a quantity greater than, less than or equal to a quantity of a product #364 **Updated:** - LearnDash – Send a certificate – Recipe no longer shows “in progress” #30874 #392 - “Everyone” recipes no longer show “Completed – do nothing” when the actions are executed #380 - WP Fusion – A tag is added to a user – Now fires more reliably #357 - Automator Pro changes the title of the triggers metabox in an “everyone” recipe to “Anonymous trigger” on page load #349 --- ### 3.1.1 \[2021-08-17\] **Updated:** - Added link to install Uncanny Automator in message displayed when Uncanny Automator Pro is activated before Uncanny Automator **Fixed:** - GiveWP – Pro triggers now support tokens for custom fields #343 - Action scheduler library not loading on some sites #341 - Conflict with WooCommerce PayPal Checkout Gateway preventing recipes from loading #330 - Improve compatibility with PHP 7.2 #326 - Grammar fix #281 --- ### 3.1 \[2021-08-09\] **New Triggers:** - Easy Digital Downloads – A product is purchased with a specific discount code #245 - LearnDash – A user is removed from a group #289 - Modern Events Calendar – A user’s booking of an event is confirmed #193 - WordPress Core – A user’s specific type of post is moved to the trash #233 - WordPress Core – A user’s specific type of post is updated #232 - WordPress Core – A user’s specific type of post is set to a status #197 - WordPress Core – A user’s comment on a specific type of post receives a reply #188 - WooCommerce – A user purchases a subscription variation #259 **New Actions:** - Newsletter – Add a subscriber to a list #181 - WordPress Core – Call a custom function/method #131 **Added:** - WordPress Core, Modern Events Calendar and MasterStudy LMS – Featured image tokens in triggers #312 - WordPress Core – A post is updated – Now displays all post types including where public = false #230 - WooCommerce Subscriptions – Next payment date token in triggers #270 - BuddyBoss – Create a group – Added support for specifying a parent group and group type (when enabled in BuddyBoss) #261 - BadgeOS and GamiPress – A user earns an achievement – Added “Any achievement” option #220 **Updated:** - Improved compatibility with PHP 8+ #229 #283 #287 - WordPress Core – Renamed a number of triggers for clarity #238 #156 - WordPress Core – A user’s post is set to a specific status – Add post type dropdown #142 - Events Manager – A user registers for an event with a specific ticket – Updated sentence structure #282 - Removed code for triggers and actions that are now in Uncanny Automator (free) #252 #253 #254 #280 #303 #325 - Improved Automator Pro license page #284 - WooCommerce – Sentence change: A user {{completes, pays for, lands on a thank you page for}} an order with a total {{greater than, less than or equal to}} {{a specific amount}} #269 **Fixed:** - BuddyBoss – Post a reply to a topic in a forum now properly loads the list of forums #170 - WP Fusion – Multiple recipes no longer fire when unrelated tags are applied to the user on some sites #239 - MemberPress – Tokens now work as expected in action fields #236 - Forminator – A user submits a form with specific value in a checkbox field now works as expected #271 - LearnDash – Send an email to the user’s group leader(s) now sends properly formatted emails #265 - Automator Core – Receive data from a webhook no longer includes a line break character when copying the URL \#200 - Automator Core – Could not find Magic LINK ID #318 - WooCommerce – A user completes, pays for, lands on a thank you page for an order paid for with a specific method” keeps turning to draft on editing #313 - Various PHP notices and warnings #234 --- ### 3.0.2 \[2021-06-03\] **Fixed:** - Send a private message to the user now displays error messages when the action fails - Triggers that don’t explicitly return a logged-in user now fire more reliably - Zoom Meetings/Webinars, GoToWebinar/Training: Use a custom value field now displays token selector - A user’s role changed from a specific role to a specific role now fires consistently - BuddyBoss: Updated sentence Send {a private message} to the user for grammatical consistency - Groundhogg: A tag is added to a user now fires when users are tagged in a funnel - WP Job Manager: Added tokens for Job category and Resume category --- ### 3.0.1 \[2021-05-27\] **Fixed:** - BuddyBoss: Post a reply to a topic in a forum now correctly retrieves the list of available forums - Modern Events Calendar: Combined helper files - FluentCRM: PHP Notice: Undefined offset in fcrm-tokens.php - FluentCRM: Sentence updated to fix grammatical issue --- ### 3.0 \[2021-05-20\] **New Integrations:** - [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) **Triggers added:** - GamiPress – An achievement is revoked from the user - Modern Events Calendar – A user’s booking of an event is pending - Modern Events Calendar – A user’s booking of an event is cancelled - WooCommerce – A user adds a product to their cart - WordPress Core – A post in a specific status is updated - WordPress Core – A post not in a specific status is updated **Actions added:** - Modern Events Calendar – Register a user for an event - Ultimate Member – Add a role to the user’s roles - Automator Core – Run a WordPress hook **Updated:** - Added Automator 3.0 compatibility - MailPoet – Added checkbox to skip confirmation email when adding users to lists - GoToWebinar – Added the ability to specify webinar using tokens - Popup Maker – Added compatibility with newer versions of Popup Maker - MyCred: Actions now support custom description (where supported) - Support links for all triggers and actions **Fixed:** - BuddyBoss – Set the user’s member type to a specific type now works consistently - Ultimate Member – A user registers with a specific value in a specific field trigger now works with checkbox and role fields - Elementor – Popups now fire more consistently - Fluent Forms – Tokens now work reliably when fields are arranged in columns - Fluent Forms – A specific value in a specific field now works with multi-select and checkbox fields - Ultimate Member – A specific value in a specific field now works with checkbox and role fields - Slack – PHP notices when request on load fails - Slack – PHP Notices when API call fails --- ### 2.12.3 \[2021-04-27\] **Fixed:** - WebToffee’s and WooCommerce Subscription conflict fix #109 - Guzzle Library conflicts with the same library in S3MediaVault, EDD Amazon S3 extension, Google Analytics plugin #25 #104 --- ### 2.12.2 \[2021-04-12\] **Updated:** - Strings that include apostrophes are now translatable - Code quality updated --- ### 2.12.1 \[2021-04-10\] **Fixed:** - BuddyBoss: Action throws an error in some environments #73 --- ### 2.12 \[2021-04-09\] **New Integration:** - [Presto Player](https://automatorplugin.com/integration/presto-player/) – *New in Pro* **Triggers Added:** - MemberPress: A user’s membership to a specific product is paused #72 - Presto Player: A user watches at least a specific percentage of a video #19 - Tutor LMS: A user is enrolled in a course now supports “Any course” #51 - WooCommerce Subscriptions: A user subscribes to a product #17 - WooCommerce Subscriptions: A user’s subscription to a product is set to a status #16 **Actions Added:** - BuddyBoss: Send the user a notification #36 - BuddyBoss/BuddyPress: Post a reply to a topic in a forum #15 - BuddyBoss/BuddyPress: Post a topic in a forum #14 - Tutor LMS: Unenroll a user from a course #13 - WordPress Core: Update the content of a post #11 - WordPress Core: Update the slug of a post #10 - WordPress Core: Update the title of a post #8 **Updated:** - Code quality: Replaced deprecated functions #63 - Minor grammatical fixes #61 - Strings that include apostrophes are now translatable #24 - WordPress Core: Action: Update the user – No longer sends password changed email to the user when password is updated #60 - myCred: Added the ability to specify a custom description in supported actions #12 - Updated Composer and removed inner vendor folders, combined in global libraries folder #62 - WooCommerce: Generate and email a coupon code to the user now supports number of days for coupon expiry #18 **Fixed:** - WooCommerce: A guest completes, pays for, lands on a thank you page for an order with a product now triggers reliably #44 - WordPress Core: A user’s post is set to a specific status no longer triggers twice in some environments #39 - Fluent Forms: Fix function does not exist: strtolow() #22 - LearnDash: A user is added to a group – Now fires when users register via Group Registration module (Uncanny Toolkit Pro) #38 --- ### 2.11.1 \[2021-03-18\] **Updated:** - Automator Core: Receive data from a webhook now supports security headers - Mailchimp: Limit on records returned from API calls increased to 1000 - Mailchimp: Tag dropdown no longer displays segments --- ### 2.11 \[2021-02-25\] **New Integrations:** - [MailChimp](https://automatorplugin.com/integration/mailchimp/) - [Slack](https://automatorplugin.com/integration/slack/) - [WP User Manager](https://automatorplugin.com/integration/wp-user-manager/) **Triggers Added:** - WooCommerce: A user completes, pays for, lands on a thank you page for an order paid for with a specific method - WP User Manager: A user registers using a form with a specific value in a specific field - WP User Manager: A user is approved - WP User Manager: A user is rejected - WP User Manager: A user verifies their email address - WP User Manager: A user updates their account information - WP User Manager: A user joins a group - WP User Manager: A user leaves a group - WP User Manager: A user is approved to join a private group - WP User Manager: A user is rejected from joining a private group **Actions Added:** - AffiliateWP: Create a referral for a specific affiliate - Mailchimp: Add the user to an audience - Mailchimp: Add a tag to the user - Mailchimp: Remove a tag from the user - Mailchimp: Add a note to the user - Mailchimp: Unsubscribe the user from an audience - Mailchimp: Create and send a campaign - Slack: Send a message to a channel - Slack: Create a channel - Slack: Send a direct message to a Slack user - WordPress Core: Set a post to a status **Updated:** - Action: Update user now ignores admin users - Google Sheets: Authentication method updated - Google Sheets: Google API redirect parameters changed to resolve conflict with Google Apps Login plugin - License key no longer visible when license is deactivated - WooCommerce Memberships: Name changed to Woo Memberships - WooCommerce triggers: Tokens now include unformatted variants for currency amounts - WordPress Core: Incoming webhooks now support multidimensional input to json output - Internal code updates **Fixed:** - Elementor: A user submits a form with a specific value in a specific field now works correctly with checkbox fields - Fluent Forms: A user submits a form with a specific value in a specific field now works for fields inside containers - Google Sheets: Safari users unable to select a worksheet - Receive data from a webhook/Zapier: Get samples function now expires as expected after 60 seconds - WordPress Core: A user submits a comment on a post: Now shows the human-readable post type name --- ### 2.10 \[2021-01-27\] **New Integrations:** - [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) – *New in Pro* - [Google Sheets](https://automatorplugin.com/integration/google-sheets/) - [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/) *– New in Pro* - [Restrict Content](https://automatorplugin.com/integration/restrict-content/) – *New in Pro* - [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) – *New in Pro* - [WooCommerce ShipStation](https://automatorplugin.com/integration/woocommerce-shipstation/) – *New in Pro* - [WP Polls](https://automatorplugin.com/integration/wp-polls/) – *New in Pro* **Triggers Added:** - AffiliateWP – An affiliate refers a sale of a WooCommerce product - AffiliateWP – An affiliate refers a sale of a MemberPress product - AffiliateWP – An affiliate refers a sale of an Easy Digital Downloads product - AffiliateWP – An affiliate’s referral of a specific type is paid - AffiliateWP – An affiliate’s referral of a specific type is rejected - BuddyBoss – A user joins a private group - BuddyBoss – A user makes a post to the activity stream of a group - BuddyBoss – A user updates their profile with a specific value in a specific field - BuddyPress – A user joins a private group - BuddyPress – A user makes a post to the activity stream of a group - BuddyPress – A user updates their profile with a specific value in a specific field - Fluent Forms – A form is submitted with a specific value in a specific field - GiveWP – A user continues a recurring donation - MemberPress – A user’s membership to a specific product is cancelled - MasterStudy LMS – A user achieves a percentage greater than, less than or equal to a value on a quiz - Restrict Content – A user’s membership to a specific level is cancelled - Restrict Content – A user’s membership to a specific level expires - WooCommerce Memberships – A user’s access to a membership plan is cancelled - WooCommerce Memberships – A user’s access to a membership plan expires - WooCommerce ShipStation – An order with a total greater than, less than or equal to a specific amount is shipped - WooCommerce ShipStation – An order with a specific product is shipped - WordPress – A user’s profile field is updated - WordPress – A user’s specific meta key is updated - WordPress – A user’s role changes from a specific role to a specific role - WP Job Manager – A user updates a job - WP Job Manager – A user’s job is filled - WP Job Manager – A user’s application is set to a specific status - WP Job Manager – An application is received for a job of a specific type - WP Polls – A user submits a poll with a specific choice selected **Actions Added:** - AffiliateWP – Create a referral for the user - BuddyBoss – Create a group - BuddyBoss – Set Xprofile data - BuddyPress – Create a group - BuddyPress – Set Xprofile data - Google Sheets – Create a new row in a sheet - MasterStudy LMS – Mark a quiz complete for the user - MasterStudy LMS – Mark a lesson complete for the user - MasterStudy LMS – Reset the user’s progress in a course - MasterStudy LMS – Mark a lesson not complete for the user - Restrict Content – Remove the user from a membership level - WooCommerce – Generate and email a coupon code to the user - WooCommerce Memberships – Remove the user from a membership plan **Updated:** - Anonymous Recipes – Forms with a specific value now triggers reliably when multiple recipes use the same trigger - Edit Flow – Added support for custom statuses - Elementor – Anonymous trigger sentence - Events Manager – Tokens now parses reliably - HappyForms – Sentence change - LearnDash – A user submits and assignment for a lesson or topic now lists both lessons and topics - Pro label missing from Pro Triggers/Actions - Tutor LMS – Enroll a user in a course – Added “All courses” option - WooCommerce – Added readable text for conditional tokens - WooCommerce – Tokens added for Review and Rating triggers - WordPress – A post in a specific taxonomy is updated trigger now supports additional options - wpForo – Tokens now parses reliably - WordPress – Update the user – No longer sends password changed email to the user when password is updated - Zoom – Updated authentication method **Fixed:** - BuddyBoss – User registers with a specific value in a specific form now triggers reliably - BuddyBoss – PHP Error: Call to undefined function when BuddyBoss doesn’t load member functions - Core: Undefined index: main - Core: Typo in namespace - Events Manager – Trigger: A user unregisters from an event now runs reliably - Events Manager – RSVP information now submits reliably on users behalf - Fluent Forms – Sentence now properly updates with selected values - Fluent Forms – Anonymous form now triggers reliably - Elementor and Happy Forms – Anonymous trigger sentences updated - Formidable Forms – Form fields now load reliably when Happy Forms is activated - GamiPress – A user earns a specific number of points – Added blue box for number - LearnDash – Remove the user from a group – “Any Group” option removed - LearnDash – A user submits an assignment for a lesson or topic now displays lessons and topics with assignments - WooCommerce – Added additional checks to prevent triggers from firing multiple times - WooCommerce – Order status conditions now display human-readable versions - WordPress – “A user’s post is set to Status” now supports all registered post statuses --- ### 2.9 \[2020-11-24\] **New Integrations:** - [Events Manager](https://automatorplugin.com/integration/events-manager/) – *New in Pro* - [Newsletter](https://automatorplugin.com/integration/newsletter/) - [WP LMS](https://automatorplugin.com/integration/wp-lms/) – *New in Pro* - [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) – *New in Pro* **Triggers Added:** - Events Manager – A user registers for an event with a specific ticket - Events Manager – A user unregisters from an event - FluentCRM – A user is removed from a list - FluentCRM – A tag is removed from a user - Newsletter – A subscription form is submitted with a specific list selected - WooCommerce – A user reviews a product - WooCommerce – A user’s review of a product is approved - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product - WooCommerce – A user completes, pays for, lands on a thank you page for an order with total greater than, less than or equal to an amount - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product in a category - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product with a tag - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a specific quantity of a product - WooCommerce – A guest completes, pays for, lands on a thank you page for an order with a product - WordPress Core – A post is moved to the trash - WordPress Core – A guest comment is submitted on a post - WordPress Core – A guest comment on a post is approved - WP Job Manager – A user’s application to a specific type of job is set to a specific status - WP Job Manager – A user receives an application to a specific type of job - WP Job Manager – A user marks a specific type of job as filled - WP Job Manager – A user marks a specific type of job as not filled **Actions Added:** - BuddyBoss/BuddyPress – Add a post to the user’s activity stream - BuddyBoss/BuddyPress – Add a post to the activity stream of a group - BuddyBoss/BuddyPress – Add a post to the sitewide activity stream - BuddyBoss/BuddyPress – Send a private message to the user - Elementor – Show a popup to the user - Events Manager – Unregister the user from an event - FluentCRM – Remove a tag from a user - FluentCRM – Remove the user from a list - MyCred – Reduce the user’s rank for a specific type of points - MyCred – Increase the user’s rank for a specific type of points - Paid Memberships Pro – Add the user to a membership level - Paid Memberships Pro – Remove the user from a membership level - WP Foro – Remove the user from a group - WP LMS – Enroll the user in a course **Updated:** - BuddyBoss/BuddyPress – A user leaves a group now fires when an admin manually removes a user from a group - GiveWP – Triggers now include billing address fields as tokens - MemberPress – Add the user to a membership now allows the user to inherit the expiry settings set in the membership - WooCommerce – User purchases a product in a category/with a tag now include all billing field tokens - WordPress Core – A comment on a post is approved now passes the user’s comment as a token - WP Foro – Triggers now pass posted content as a token **Deprecated:** - WooCommerce – A user purchases a product - WooCommerce – A product is purchased via guest checkout - WooCommerce – A user purchases a product in a category - WooCommerce – A user purchases a product with a tag **Fixed:** - BuddyBoss/BuddyPress – Posts made to the activity stream of a private group are no longer visible on the sitewide activity stream - BuddyBoss/Buddypress – PHP error on member functions not loaded - Contact Form 7 – Triggers now fire as expected on specific values in checkbox fields - Fluent forms – Triggers now fire only on the selected form - Fluent forms – Plugin active condition changed from wpFluent to FLUENTFORM to avoid conflict with FluentCRM - WooCommerce – Product variation token now returns variation name - WordPress Core – A comment on a post is approved now returns the correct post title when “Any post” is selected - WordPress Core – Relevant triggers are now automatically migrated to Automator Core even if in draft status - WP Fusion – Tags are now loading consistently on all site configurations - Zoom – Improved authentication process --- ### 2.8 \[2020-10-14\] - Added: Trigger: GiveWP – A user cancels a recurring donation - Added: Anonymous Trigger: GiveWP – A donation form is submitted - Added: Action: GiveWP – Add a note to a donor - Added: Action: TutorLMS – Reset the user’s progress in a course - Added: Trigger: WishList Member – A user submits a registration form - Added: Trigger: WishList Member – A user submits a registration form with a specific value in a specific field - Added: Action: WishList Member – Remove the user from a membership level - Added: Trigger: BuddyPress – A user’s connection request is accepted - Added: Trigger: BuddyPress – A user registers with a specific value in a specific field - Added: Trigger: BuddyPress – A user’s member type is set to a specific type - Added: Action: BuddyPress – Set the user’s member type to a specific type - Added: Trigger: BuddyBoss – A user’s connection request is accepted - Added: Trigger: BuddyBoss – A user registers with a specific value in a specific field - Added: Trigger: BuddyBoss – A user registers a new account via an email invitation - Added: Trigger: BuddyBoss – A user activates a new account via an email invitation - Added: Trigger: BuddyBoss – A user’s email invitation results in a new member activation - Added: Trigger: BuddyBoss – A user’s email invitation results in a new member registration - Added: Trigger: BuddyBoss – A user’s member type is set to a specific type - Added: Action: BuddyBoss – Set the user’s member type to a specific type - Added: Trigger: WordPress Core – A user’s post is set to a specific status - Added: Trigger: WordPress Core – A post in a specific taxonomy is updated - Added: Trigger: WordPress Core – A user’s comment on a post is approved - Added: Trigger: Elementor – A user submits a form with a specific value in a specific field - Added: Anonymous Trigger: Elementor – A user submits a form - Added: Anonymous Trigger: Elementor – A user submits a form with a specific value in a specific field - Added: Action: MailPoet 3 – Remove a subscriber from a list - Added: Action: MailPoet 3 – Remove the user from a list - Added: Trigger: Integromat – Receive data from Integromat webhook - Added: Trigger: Happy Forms – A user submits a form with a specific value in a specific field - Added: Anonymous Trigger: Happy Forms – A form is submitted - Added: Anonymous Trigger: Happy Forms – A form is submitted with a specific value in a specific field - Updated: Renamed WP Fluent Forms to Fluent Forms - Fixed: PHP error Uncanny\_Automator\_Pro\\stdClass not found when transients are disabled - Fixed: Fluent Forms – Anonymous triggers now fire consistently --- ### 2.7.1 \[2020-10-01\] - Updated: Added support for redis caching when listening for webhook samples - Updated: Performance optimizations --- ### 2.7 \[2020-09-17\] - Added: Trigger: MyCred – A user earns a rank - Added: Trigger: MyCred – A user’s total balance reaches a number of a specific type of points - Added: Trigger: MyCred – A user’s current balance reaches a number of a specific type of points - Added: Action: LearnDash – Send a Certificate - Added: Trigger: WP Fluent Forms – A form is submitted with a specific value in a specific field - Added: Anonymous Trigger: WP Fluent Forms – A form is submitted - Added: Action: Give – Create a donor - Added: Trigger: Give – A user makes a donation via a form with a specific value in a specific field - Added: Trigger: Give – A user makes a donation via a form for an amount greater than, less than, or equal to a specific amount - Added: Trigger: Formidable Forms – A user updates an entry in a form - Added: Anonymous Trigger: WooCommerce – An guest order’s status changes to a specific status - Added: Trigger: Paid Memberships Pro – A user renews an expired membership - Updated: Action: Tutor LMS – Enroll the user in a course – Updated for compatibility with Tutor LMS version 1.7 - Updated: Action: WordPress Core – Update a user – Default in Role dropdown is now “No change” - Fixed: Ninja Forms, WP Forms – Multiple recipes completing if using a specific value in a specific field with certain field types - Fixed: Action: Ultimate Member – Set the user’s role to a specific role recipe status now shows “Completed with errors” instead of “In progress” if the action encounters an error - Fixed: Trigger: WordPress Core – A post is updated – Post title token now outputs post title - Fixed: Action: LearnDash – Reset course progress for the user – Now deletes all quiz attempts - Fixed: Action: LearnDash – Reset course progress for the user – No longer unenrolls the user from the course --- ### 2.6 \[2020-08-18\] - Added: Trigger: LearnDash – A user is unenrolled from a course - Added: Trigger: Automator Core – A user clicks a magic link - Added: Trigger: WP Foro – A user replies to a topic - Added: Action: MyCred – Revoke a number of a specific type of points from the user - Added: Action: MyCred – Revoke all of a specific type of points from the user - Added: Action: MyCred – Revoke a badge from the user - Added: Trigger: Upsell Plugin – A user subscribes to a product - Added: Action: WordPress Core – Update user - Added: New Advanced Token: Automatic login link - Updated: Renamed Uncanny Automator integration to Automator Core - Updated: Moved: Trigger – Receive data from Webhook from WordPress Core to Automator Core - Updated: Moved: Trigger – A user clicks a magic button from WordPress Core to Automator Core - Updated: Logs now use SQL views - Updated: Improved performance - Fixed: Formidable Forms – Form submissions can now fire multiple triggers in the same recipe - Fixed: WordPress Core – New user is created trigger now fires more consistently - Fixed: WordPress Core – Trigger: A post is updated – Dropdown now shows all registered post types - Fixed: Renamed TutorLMS to Tutor LMS - Fixed: WooCommerce – Trigger: A user purchases a product with a tag – Grammatical error fixed - Fixed: Removed redundant data from Action log --- ### 2.5 \[2020-07-13\] - Added: Groundhogg integration - Added: Trigger: Groundhogg – A tag is added to a user - Added: Trigger: Groundhogg – A tag is removed from a user - Added: Twilio integration - Added: Action: Twilio – Send an SMS message to a number - Added: Trigger: WordPress – A post is updated - Added: Trigger: WordPress – A user resets their password - Added: Action: BuddyPress – Remove the user from a group - Added: Trigger: wpForo – A user replies to a topic in a forum - Added: Trigger: WooCommerce – A user purchases a product with {a tag} - Added: Trigger: WooCommerce – A user purchases a product in {a category} - Added: Trigger: WooCommerce – A user purchases {a variable product} with {a variation} selected --- ### 2.4 \[2020-06-25\] - Added: Zoom Webinars integration - Added: Action: Zoom Webinars – Add the user to a webinar - Added: Action: Zoom Webinars – Remove the user from a webinar --- ### 2.3 \[2020-06-22\] - Added: GoToWebinar Integration - Added: Action: GoToWebinar – Add the user to a webinar - Added: Action: GoToWebinar – Remove the user from a webinar - Added: GoToTraining Integration - Added: Action: GoToTraining – Add the user to a training session - Added: Action: GoToTraining – Remove the user from a training session - Added: Zoom Meetings Integration - Added: Action: Zoom Meetings – Add the user to a meeting - Added: Action: Zoom Meetings – Remove the user from a meeting - Added: Trigger: TutorLMS – A user is enrolled in a course - Added: Trigger: TutorLMS – A user achieves a percentage greater than, less than or equal to a value on a quiz - Added: Action: TutorLMS – Mark a lesson complete for the user - Added: Action: TutorLMS – Mark a course complete for the user - Added: Action: TutorLMS – Enroll the user in a course - Added: Trigger: BadgeOS – A user earns an achievement - Added: Action: BadgeOS – Revoke a rank from the user - Added: Action: BadgeOS – Revoke a number of a certain type of points from the user - Added: Action: BadgeOS – Revoke all of a certain type of points from the user - Added: Trigger: Magic Button – Tokens – Post ID and Post Title - Fixed: Report filters now loading select2 JavaScript library - Fixed: Report filter conflict with BadgeOS - Fixed: Datepicker on report filters now loading correctly - Fixed: Action log no longer showing duplicate entries for some recipes --- ### 2.2.1 \[2020-06-16\] - Fixed: Anonymous webhook trigger token parsing --- ### 2.2 \[2020-06-05\] - Added: Anonymous Trigger: WooCommerce – A product is purchased via guest checkout - Added: Anonymous Trigger: Forminator – A form is submitted - Added: Anonymous Trigger: Gravity Forms – A form is submitted with payment - Added: Trigger: WP Fusion/WP Fusion Lite – A tag is removed from a user - Added: Trigger: Ultimate Member – A user registers with a specific value in a specific field - Added: Action: Ultimate Member – Set the user’s role to a specific role - Added: Additional tokens for Woocommerce triggers (e.g. billing details, order notes, order totals) (Requires Uncanny Automator v2.3) - Updated: “Log User In” option no longer appears for webhook triggers - Updated: Improved anonymous token handling for WP Forms, Ninja Forms, Formidable Forms triggers - Fixed: BuddyPress – User joins a group – Group name token now resolves correctly - Fixed: Incorrect validation message on Anonymous recipes when switching the recipe to live in rare situations - Fixed: Magic Button – Improved performance when used in multiple recipes --- ### 2.1.1 \[2020-05-22\] - Added: Trigger: bbPress – A user replies to a topic - Added: Trigger: Formidable Forms – A user submits a form with payment - Added: Trigger: Forminator – A user submits a form with a specific value in a specific field - Added: Support for WP Fusion Lite - Updated: Tweaked strings for consistency - Updated: Improved token handling for anonymous recipes - Updated: Menu slug for Settings page - Fixed: “Get Samples” button in receive webhook trigger wouldn’t work detect incoming webhook if recipe was live - Fixed: Removed filter causing issue with Contact Form 7 submission --- ### 2.1 \[2020-04-14\] - Added: Action: WordPress – Create Post - Added: Action: WordPress – Set Postmeta - Added: Action: WordPress – Set Usermeta - Added: Action: GamiPress – Revoke all points in a category - Added: Trigger: WooCommerce – Order status changes to \[status\] - Added: Trigger: WooCommerce Subscriptions – User’s subscription expires - Added: Trigger: WooCommerce Subscriptions – User’s subscription is cancelled - Added: Trigger: WooCommerce Subscriptions – User’s subscription is renewed - Added: Trigger: The Events Calendar – User attends an event - Updated: Action: LearnDash – Mark Course Complete now checks for existing successful quiz attempts before creating new ones - Updated: Action: LearnDash – Mark Course Complete now creates passed quiz attempts with a score of 100% instead of 0% - Updated: EDD updater class - Updated: Improved token parsing for anonymous triggers - Updated: Action: Remove role from user – No longer runs on Admin users - Updated: Action: Change user role – No longer runs on Admin users - Fixed: Action: Add role to user – Was not running on Admin users - Fixed: Action: WordPress, Zapier Send Webhook – PHP Notice: Notice: Undefined index: post\_statue - Fixed: Anonymous Trigger: Contact Form 7 – Tokens were not being parsed - Known issue: Ninja forms -> message field does not render in email --- ### 2.0.2 - Added: Anonymous Recipes – Option to automatically log in newly created users - Updated: LearnDash – Reset Course Progress action – Added support for LearnDash quiz table name change - Updated: WordPress – Set User Meta action – Now supports tokens - Updated: Send data to Zapier/Send data to webhook action – Repeater field added - Updated: Send data to Zapier/Send data to webhook action – Ability to select request method (GET/PUT/POST) --- ### 2.0.1 - Fixed: Typo in recipe UI - Fixed: Webhook triggers no longer create log entries for all webhooks when any single webhook is triggered --- ### 2.0 - Added: New Anonymous Recipe type – Recipes that can be triggered by any user, including anonymous (not logged-in) users; can create new users or modify existing users. All form submission triggers (Gravity Forms, WP Forms, Formidable Forms, Contact Form 7, Ninja Forms, Caldera Forms) are available for use in Anonymous recipes. - Added: Trigger: WordPress – User is created – Runs on every new user - Added: Trigger: WordPress – Magic Button – Lets users click a button to trigger a recipe, giving Admins an easy way to create custom action buttons. Generates a unique shortcode to output the button that can be placed anywhere. - Added: Trigger: WP Fusion – Tag is added to a user - Added: Trigger: LearnDash – User is enrolled in a course - Added: Trigger: LearnDash – User is added to a group - Added: Action: LearnDash – Mark Topic Not Complete - Added: Action: LearnDash – Mark Lesson Not Complete - Added: Action: WordPress – Send data to Webhook - Added: Trigger (Anonymous): Zapier – Receive data from Zapier - Added: Trigger (Anonymous): WordPress – Receive data from Webhook – Enables integration with many services including IFTTT, Integromat, and other WordPress sites running Uncanny Automator; supports GET, PUT and POST methods - Updated: Gravity Form is submitted with a specific value – Multiselect fields now complete trigger when any of the selected values match the specified value - Updated: Performance settings UI removed and performance settings enabled by default - Updated: Implemented Action Scheduler for scheduled recipe log deletion - Fixed: LearnDash – Reset Course Progress – Fatal error when run on a course with no progress recorded - Fixed: MemberPress – Trigger behavior when upgrading/downgrading memberships - Fixed: Send Data to Zapier Action – No longer outputs data to screen on some servers - Fixed: PHP Notice – Undefined variable time\_to\_complete in automator-utilities.php - Fixed: WP Forms – User submits a form with a specific value – Tokens now available for form data - Fixed: JavaScript conflict with LearnDash ProPanel - Fixed: Missing uap-logs-lite dependency in Query Monitor - Known issue: Triggers are logged for for all recipes containing webhooks when any webhook is triggered --- ### 1.4 - Added: Action: GamiPress – Revoke points - Added: Action: GamiPress – Revoke an achievement - Added: Action: GamiPress – Revoke a rank - Added: Trigger: LearnDash – User submits a/any assignment - Added: Action: The Events Calendar – RSVP for an event - Added: Action: LearnPress – Remove user from a course - Added: Action: LearnPress – Mark a course complete - Added: Action: Caldera Forms – User submits a form with a specific value - Fixed: Action: Zapier – Send a webhook – Tokens from triggers with “Any” option selected now return a value --- ### 1.3 - Added: Action: LifterLMS – Reset quiz attempts - Added: Action: LifterLMS – Enroll user in a membership - Added: Action: LifterLMS – Remove user from a/all memberships - Added: Action: LifterLMS – Mark a course complete - Added: Trigger: Formidable Forms – User submits a form with a specific value - Added: Trigger: WP Forms User submits a form with a specific value - Added: Trigger: H5P – User achieves a score greater than, less than or equal to X on a quiz - Added: Additional fields to Zapier webhook action --- ### 1.2 - Added: Action: Remove Role - Added: Trigger: GamiPress – User earns a number of points - Added: Trigger: GamiPress – User attains a rank - Added: Trigger: GamiPress – User earns an achievement - Added: Trigger: Ninja Forms – User submits a form that contains a value - Added: Action: MemberPress – Remove user from a/all membership(s) - Added: Action: MemberPress – Add user to a membership - Added: Action: Popup Maker – Show popup to user --- ### 1.1 - Added: Action: LearnDash – Send an email to the user’s group leader(s) - Added: Trigger: Contact Form 7 – User submits a form with a specific value - Added: Action: BuddyPress – Remove user from a/all groups - Added: Send data to Zapier action now has a Test Webhook button - Updated: All Pro integrations, triggers and actions are now loaded through hooks in Lite - Updated: LearnDash – Mark Course Complete action now works for courses the user is not enrolled in - Updated: Automator Pro license field now indicates that users should enter a Pro license code - - Known Issue: If users are bulk-checked in, the “User attends an event” trigger will not fire. Users must be checked in individually. --- ### 1.0 - Added: Action: LearnDash – Send an email to the user’s group leader(s) - Added: Trigger: Contact Form 7 – User submits a form with a specific value - Added: Action: BuddyPress – Remove user from a/all groups - Added: Send data to Zapier action now has a Test Webhook button - Updated: All Pro integrations, triggers, and actions are now loaded through hooks in Lite - Updated: LearnDash – Mark Course Complete action now works for courses the user is not enrolled in - Updated: Automator Pro license field now indicates that users should enter a Pro license code - Updated: File formatting - Updated: Automator Pro license field now indicates that users should enter a Pro license code Known Issue: If users are bulk-checked in, the “User attends an event” trigger will not fire. Users must be checked in individually. --- ### 1.0 - Initial release **Article Categories:** Key Resources --- ### [How to Safely Use AI with WordPress](https://automatorplugin.com/knowledge-base/how-to-safely-use-ai-with-wordpress/) **Published:** May 19, 2026 **Author:** Ken Young **Content:** ## Why Safety Matters When Using AI Assistants AI assistants like Uncanny Agent can help you build, configure, and optimize your WordPress site and Uncanny Automator recipes faster than ever before. However, because these assistants can execute real actions on your site, it is important to follow safety guidelines to protect your data, your configurations, and your live environment. This guide outlines best practices for safely working with Uncanny Agent when it can modify WordPress records, create or edit Automator recipes, or perform other actions on your site. ## Core Safety Principles Follow these four principles whenever you work with an AI assistant that can make changes to your site: - **Always work from a staging environment when possible** — Test changes on a staging site before applying them to your live production site. - **Clone before you modify** — Never edit an active recipe or critical WordPress record directly. Clone or duplicate it first. - **Keep backups accessible** — Ensure recent backups exist before making any significant changes. - **Review before you execute** — Examine what Uncanny Agent plans to do before allowing it to take action. ## Staging vs. Live Environments Your live production site is not the place to experiment. Follow this workflow: ### 1. Use a Staging Site First Always test new recipes, significant configuration changes, and any actions that affect users on a staging or development copy of your site. This is especially critical for recipes that involve: - User loops or bulk user actions (these cannot be undone once executed) - Email or notification actions - User creation, deletion, or role changes - Payment or subscription modifications - Content deletion or significant structural changes ### 2. Disable Emails on Staging When testing on staging, disable email sending to avoid accidentally triggering real emails to users. Test the logic without the side effects first. ### 3. Verify Results on Staging Confirm that the workflow behaves as expected on your staging site before bringing it to production. Check logs, affected records, and any output the recipe generates. ### 4. Deploy to Live with Care Once you have verified the recipe or configuration on staging, you can safely replicate it on your live site. If possible, use a migration tool or export/import process rather than rebuilding from scratch. ## Backup and Cloning Best Practices ### Safely Modifying Automator Recipes When Uncanny Agent suggests changes to an existing recipe: 1. **Clone the recipe first.** Do not edit the active version directly. Use the cloning feature to create a copy, then work on the copy. 2. **Test the cloned recipe.** Keep the original active while you experiment with the cloned version. 3. **Swap only once verified.** When you are confident the cloned recipe works correctly, you can deactivate the original and activate the new one. This ensures that if something goes wrong, your working original recipe remains intact and ready to restore. ### Backing Up WordPress Records Before Modification Before any AI-assisted action that modifies WordPress posts, pages, users, or settings: - **Know your backup status.** Confirm that a recent backup exists and is restorable. - **Consider duplication.** For posts and pages, use a duplication action to create a copy before making changes. - **Document the original state.** If backups are not immediate options, note the current configuration so you can manually revert if needed. ### Full Site Backups For significant changes — especially those involving plugin deactivation, bulk user actions, or structural modifications — ensure a full site backup is in place. Use a backup plugin or your hosting provider’s backup tools to create a restore point before proceeding. ## Safe Workflows ### Working with Posts, Pages, and Content When an AI assistant is going to modify content: - **Ask for a preview first.** Request that the AI show you the planned changes before applying them. - **Use revisions if available.** WordPress maintains revision history for posts and pages. If an edit goes wrong, revert to a previous revision. - **Check formatting and structure.** AI assistants may introduce unexpected formatting. Review the result visually. ### Working with Users and User Data Any action that affects users requires extra caution: - **Test with a single user first.** Before running bulk actions, test on one user to verify the behavior. - **Avoid irreversible actions.** User deletion and data removal cannot be easily undone or restored. Use staging and backups rigorously here. - **Respect privacy.** Only collect and process necessary user data, and inform users when personally identifiable information is involved. ### Working with Plugins and Integrations When an AI assistant suggests changes involving plugins or integrations: - **Check active dependencies.** Deactivating or deleting a plugin can break active recipes that depend on its triggers or actions. - **Test integrations on staging.** Confirm that API connections, webhooks, and third-party integrations work as expected before relying on them in production. ## General AI Interaction Guidelines ### Be Specific About Your Intent Clear instructions lead to safer outcomes. Tell Uncanny Agent exactly what you want to accomplish, what constraints matter, and what to avoid. Vague requests can produce unexpected actions. ### Break Complex Tasks into Steps For large or complicated changes, ask Uncanny Agent to outline the steps first. Review the plan, approve each stage, and proceed incrementally rather than allowing a single massive change. ### Ask for Explanations If an AI assistant proposes an action you do not fully understand, ask for an explanation before allowing it to proceed. Understanding the mechanics helps you assess risk. ### Trust but Verify Even when Uncanny Agent seems confident, verify the results. Check the affected records, test the workflow, and confirm that the outcome matches your expectations. Uncanny Agent is a generational leap in accelerating your WordPress and Automator work. By following these safety guidelines — using staging, cloning before editing, maintaining backups, and reviewing before executing — you can harness that power while protecting your site, your data, and your users. Safety is not about avoiding AI assistance. It is about using AI assistance with the same care and discipline you apply to any significant change on your WordPress site. **Article Categories:** Uncanny Agent --- ### [Turning off the Uncanny Agent launcher tab](https://automatorplugin.com/knowledge-base/turning-off-uncanny-agent/) **Published:** May 6, 2026 **Author:** Ken Young **Content:** While you are in /wp-admin, you will see a tab at the bottom of the screen that launches Uncanny Agent. The tab is simply a static button that opens the Uncanny Agent window. Uncanny Agent **does not load** until you click the tab **and** initiate a conversation. If you prefer not to see the tab at all, you can disable it entirely from the Automator settings page. To disable Uncanny Agent: - Log in to your site as an admin. - Go to **Automator > Settings > Uncanny Agent**. ![](https://automatorplugin.com/wp-content/uploads/2026/05/image.png)- Toggle the *Enabled* switch off. This disables the Uncanny Agent tab on the current site. If you have your Uncanny Automator license activated on other sites, you will need to toggle this setting on the other sites. [Learn more about how Uncanny Automator works with multi-site licenses](https://automatorplugin.com/knowledge-base/using-uncanny-agent-on-multiple-sites/). **Article Categories:** Uncanny Agent --- ### [Privacy and what Uncanny Agent can see](https://automatorplugin.com/knowledge-base/privacy-and-what-uncanny-agent-can-see/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Because Uncanny Agent works on your behalf inside your WordPress site, it’s fair to ask: what data does it actually see, where does that data go, and how long is it kept? This article answers those questions. ## Activating Uncanny Agent While you will see an Uncanny Agent tab at the bottom of your screen in /wp-admin, Uncanny Agent does not load until you click the tab **and** initiate a conversation with Uncanny Agent. The tab is simply a static button there make it easier to find and access Uncanny Agent. (Side note: During development of Uncanny Agent, we considered adding an entry in the top admin bar, as many plugins do, to launch Uncanny Agent. In the end, we decided that it should be more prominent and easier to find than a menu entry in what may already be a cluttered admin bar, and we decided to move it to a dedicated button at the bottom of the screen.) ## [](#what-uncanny-agent-can-read)What Uncanny Agent can read Once you initiate a conversation, to be useful, Uncanny Agent has access—through the same APIs a site administrator uses—to the parts of your site needed to do the work you ask of it. That includes: - Your installed plugins and connected integrations (so it knows what’s available) - Your Uncanny Automator recipes, logs, and settings - Content types (posts, pages, products, courses, lessons, etc.) and their metadata - User and customer information you ask it to look up **Uncanny Agent doesn’t browse this data on its own initiative**. It only accesses what it needs to fulfil a request and only when that request is sent. ## [](#what-is-sent-for-processing)What is sent for processing When you send a message, this is what Uncanny Agent processes: - your prompt and any attachments you include - a short summary of relevant context from your site (for example, the list of installed integrations, or the recipe you’re asking it to fix) - any additional data necessary to process your request (for example, the content of a blog post if you asked it to update a blog post, the name of a user if you asked it to enroll a user in a course) - the recent messages in the current conversation These are sent to the AI service that powers Uncanny Agent. **Your full WordPress database is not transferred**—only the specific pieces relevant to the task. ## [](#what%E2%80%99s-stored%2C-and-where)What’s stored, and where - **Conversation history** is stored so you can revisit past chats and so Uncanny Agent can carry context within a conversation. You can delete individual conversations at any time from the conversation history sidebar. - **Usage data** (for example, how much of your Uncanny Agent usage allocation has been consumed) is stored to power the **Usage** card on your dashboard. - **Feedback** (👍/👎 and any comment you write) is stored and reviewed by the Uncanny team to improve the Agent. ## [](#what-is-not-used-to-train-ai-models)What is *not* used to train AI models Your prompts, attachments, and the contents of your site are **not** used to train the underlying AI models. They’re used only to respond to your requests within Uncanny Agent. ## [](#what-you-should-avoid-sending)What you should avoid sending As a general rule, treat Uncanny Agent the way you’d treat any cloud service: - Don’t paste raw passwords, API keys, or payment details - Be cautious about uploading files containing personally identifiable information that doesn’t need to be there for the task - Use test data in screenshots when you’re demonstrating a problem rather than illustrating it with real customers ## [](#deleting-your-data)Deleting your data - **Per-conversation:** Hover a conversation in the history sidebar and click **Delete**. - **Account-wide:** Use the data deletion tools in your Uncanny Automator account at [automatorplugin.com/my-account/](https://automatorplugin.com/my-account/), or contact support for a full account-level deletion request. ## [](#more-information)More information For Uncanny Automator’s overall data-handling, see the existing knowledge base article [Data Privacy and GDPR](https://automatorplugin.com/knowledge-base/data-privacy-and-gdpr/), and Uncanny Owl’s [Privacy Policy](https://automatorplugin.com/privacy-policy/) for the legal basis and full data-handling terms that also cover Uncanny Agent. **Article Categories:** Uncanny Agent --- ### [Managing your Uncanny Agent conversations](https://automatorplugin.com/knowledge-base/managing-your-uncanny-agent-conversations/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Every chat with Uncanny Agent is saved automatically, so you can pick up where you left off, revisit something Uncanny Agent did last week, or clear out conversations you no longer need. ## Who can see my conversations? When you activate your Uncanny Automator license on a site, any user with the manage\_options capability (typically users with the *Administrator* role) will be able to use Uncanny Agent. Conversations are unique to every combination of *site and license key*. This means that if you have multiple site administrators on a particular site, they will see and be able to continue the conversations started by other site administrators. If you have an Uncanny Automator AI + Automation license that supports multiple site activations, users across sites will **not** see conversations from other sites. [Learn more.](https://automatorplugin.com/knowledge-base/using-uncanny-agent-on-multiple-sites/) ## [](#opening-the-conversation-list)Opening the conversation list With Uncanny Agent open, click the **menu icon** in the top-left of the panel to expand the conversation history sidebar. You’ll see a list of all your past conversations, ordered with the most recent at the top. [![Uncanny Agent chat window with a red arrow pointing to the chat history icon in the top-left corner beside the Uncanny Agent heading.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-chat-history-1024x882.png "uncanny-agent-chat-history")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-chat-history.png) Each conversation shows a short title that Uncanny Agent generates automatically based on what you discussed (for example: *“Create LearnDash course”* or *“Customer lifetime value”*). Click any entry to jump back into that conversation. ## [](#starting-a-new-conversation)Starting a new conversation Click **+ New conversation** at the top of the sidebar to start fresh. New conversations begin with the welcome screen and the suggested prompts, just like the first time you opened Uncanny Agent. Starting a new conversation is a good idea when you switch topics. For example, when you’re done building a recipe and want to move on to drafting content. A focused conversation tends to produce better results than a long, mixed-topic one. ## [](#searching-past-conversations)Searching past conversations Use **Search conversations** above the list to find an older chat by keyword. This searches conversation titles. Useful for finding “the one about HubSpot” three weeks later. ## [](#renaming-a-conversation)Renaming a conversation If the auto-generated title doesn’t match how you think about the chat, hover over the conversation in the sidebar, click the three dots (**•••**), and then click **Rename**. Type a new title and press Enter. [![Uncanny Agent conversation sidebar with a red arrow pointing to the three-dot menu on a conversation, showing Rename and Delete options.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-rename-delete-chat-1024x882.png "uncanny-agent-rename-delete-chat")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-rename-delete-chat.png) ## [](#deleting-a-conversation)Deleting a conversation Hover over a conversation and click **Delete** to remove it. Deletion is permanent—the conversation, including any actions the Agent took on your site, can’t be restored from the chat history. (The actions themselves—recipes, posts, etc.—are not deleted; only the chat record is.) ## [](#a-note-on-retention)A note on retention Uncanny Agent stores your conversations to help you reference past work and to provide better context for future requests. See our [Privacy Policy](https://automatorplugin.com/privacy-policy) and our [Terms and Conditions](https://automatorplugin.com/terms-conditions) for details on what is stored, where, and for how long. **Article Categories:** Uncanny Agent --- ### [Using Uncanny Agent on multiple sites](https://automatorplugin.com/knowledge-base/using-uncanny-agent-on-multiple-sites/) **Published:** May 6, 2026 **Author:** Ken Young **Content:** If you have a Plus AI + Automation or Elite AI + Automation plan, you can activate your Uncanny Automator license on multiple sites. When you activate your license on a site, all site administrators can use Uncanny Agent on that site. Any conversations that take place on that site can only be viewed on that site, and Uncanny Agent will not have context or information about conversations on any other sites, even if they are using the same license. This means that if you are a developer, consultant or agency using a single Uncanny Automator license across multiple clients, each client can use Uncanny Agent to help answer questions and manage their site, without worrying that clients will see each others’ conversations. Running an agency? Let us know what capabilities you’d like to see from [Uncanny Automator](https://automatorplugin.com/automator-survey/) or [Uncanny Agent](https://automatorplugin.com/uncanny-agent-feedback)! **Article Categories:** Uncanny Agent --- ### [Troubleshooting Uncanny Agent](https://automatorplugin.com/knowledge-base/troubleshooting-uncanny-agent/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** If Uncanny Agent isn’t behaving the way you expect, work through this list before opening a support ticket. Most issues fall into one of a handful of buckets. ## [](#i-can%E2%80%99t-see-the-uncanny-agent-tab-on-the-dashboard)I can’t see the Uncanny Agent tab in my WordPress admin dashboard - Make sure you have an active Uncanny Automator Pro AI + Automation plan or have [Uncanny Agent usage available](https://automatorplugin.com/my-account/usage/). - Make sure Uncanny Agent is enabled at **Automator > Settings > Uncanny Agent**. - Confirm Uncanny Automator is up to date. Uncanny Agent ships with recent versions of Automator; older versions don’t include it. - Some browser extensions (especially aggressive ad-blockers) can hide the Agent’s “Need a hand?” launcher. Try disabling extensions or testing in a private/incognito window. ## [](#the-agent-panel-opens-but-is-blank-or-stuck-loading)The Agent panel opens but is blank or stuck loading - Hard-refresh the page (Cmd+Shift+R on macOS, Ctrl+Shift+R on Windows). - Check your browser’s console for blocked requests—corporate firewalls or strict content-security policies on the WordPress admin can block Uncanny Agent. - Try a different browser. If the issue is browser-specific, an extension or setting in the original browser is the likely cause. ## [](#the-agent-says-i%E2%80%99m-out-of-usage)Uncanny Agent says I’m out of usage Check the [Uncanny Agent usage page](https://automatorplugin.com/my-account/usage/). You may need to upgrade your plan or purchase a usage pack to continue using Uncanny Agent. ## [](#the-agent-took-an-action-i-didn%E2%80%99t-want)The Agent took an action I didn’t want Two things to do: 1. **Undo what you can.** Most actions Uncanny Agent takes (creating a recipe, publishing a post, etc.) can be reverted from the standard WordPress admin. Uncanny Agent won’t revert work for you unless you ask it to. 2. **Tell Uncanny Agent what went wrong.** A message like *“You shouldn’t have published that post — please move it back to draft and don’t publish again unless I ask you to”* both fixes the immediate problem and shapes the rest of the conversation. For long-term feedback, use the 👎 button on the response and add a note about what went wrong. ## [](#a-recipe-the-agent-built-isn%E2%80%99t-running)A recipe Uncanny Agent built isn’t running Uncanny Agent builds the recipe, but the recipe is then executed by the Recipe Builder like any other recipe. If a recipe isn’t running as you had hoped, it’s usually a recipe configuration issue rather than an Uncanny Agent issue. Try: - Confirm the recipe is **published** (not in draft). - Open the recipe and check that all triggers and actions are green/valid. - Look at the Automator **Logs** page for errors. - Ask Uncanny Agent to investigate. ## [](#the-agent-is-hallucinating-or-repeating-itself)Uncanny Agent is hallucinating or repeating itself Long conversations occasionally drift, especially when they cover multiple unrelated topics. The fix is almost always to **start a new conversation**. Click the menu icon in the top-left of the Agent panel and choose **+ New conversation**. ## [](#i-want-to-delete-my-conversation-history)I want to delete my conversation history You can delete individual conversations from the conversation history sidebar (hover and click **Delete**). For a full account-level data request, see our [Privacy Policy](https://automatorplugin.com/privacy-policy/). ## [](#still-stuck%3F)Still stuck? If none of the above resolves the issue, click **Give feedback** at the bottom of the Agent panel and describe the problem. Include: - What you asked - What Uncanny Agent did (or failed to do) - A screenshot of the conversation, if helpful Or follow the standard support route at the [Request Support](https://automatorplugin.com/my-account/tickets/) page. **Article Categories:** Uncanny Agent --- ### [Sharing files and screenshots with Uncanny Agent](https://automatorplugin.com/knowledge-base/sharing-files-and-screenshots-with-uncanny-agent/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Sometimes the fastest way to get help is to *show* Uncanny Agent what you’re working on. A screenshot of an error, a CSV of customer data, a brief from your client—all of that gives Agent more context to work with. Uncanny Agent supports attachments and a built-in screenshot tool to help you draft better prompts. ## [](#the-attachment-menu)The attachment menu Click the **+** icon to the left of the *Ask anything* input to open the attachments menu. You’ll see two options: - **Add files or photos** — choose a file from your computer - **Take screenshot** — capture an area of your screen without leaving the Agent [![Uncanny Agent chat window with a red arrow pointing to the plus button, revealing options to add files or photos and take a screenshot.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-media-attachments.png "uncanny-agent-media-attachments")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-media-attachments.png) You can attach more than one file to a single message, and you can mix attachments with text. For example, attach a screenshot from your Automator logs and ask Agent *“Why is this error happening?”* ## [](#adding-files-or-photos)Adding files or photos The **Add files or photos** option opens your browser’s file picker. Common file types are supported, including: - Images (PNG, JPG, GIF, WebP) — useful for sharing screenshots, mockups, or diagrams - PDFs — for briefs, specs, or supplier documents - CSVs and spreadsheets — for bulk data the Agent should review or import - Plain text and Markdown files — for content drafts or notes Once attached, the file appears as a chip above the input. Send your message and Uncanny Agent will read the file as part of your request. ## [](#using-the-built-in-screenshot-tool)Using the built-in screenshot tool **Take screenshot** lets you capture part of your screen and attach it to the message in one step. This is the fastest way to ask: - *“Why is this option greyed out?”* - *“What does this error mean?”* - *“Can you replicate this layout in the recipe builder?”* After clicking the option, drag a selection rectangle around the area you want to share. The screenshot is attached automatically. ## [](#privacy-reminder)Privacy reminder Anything you attach is sent to Uncanny Agent for processing. **Avoid uploading files that contain real customer credentials, payment details, or other sensitive material that doesn’t belong in a support workflow.** See our [Privacy Policy](https://automatorplugin.com/privacy-policy) and [Terms and Conditions](https://automatorplugin.com/terms-conditions) for all of the details. ## [](#tips-for-getting-useful-answers-from-attachments)Tips for getting useful answers from attachments - **Be explicit about what you want.** A screenshot on its own is ambiguous—add a sentence like *“What’s wrong with this recipe?”* or *“Recreate this email in WordPress.”* - **Crop tightly.** A focused screenshot of the relevant area is easier to interpret than a full-screen capture. - **Use CSVs for bulk data.** If you want to import a list of users, products, or orders, a CSV is much more efficient than describing the data in text. **Article Categories:** Uncanny Agent --- ### [Tips for getting better results from Uncanny Agent](https://automatorplugin.com/knowledge-base/tips-for-getting-better-results-from-uncanny-agent/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Uncanny Agent is good at picking up vague requests, but a little extra context goes a long way. These are the habits that consistently produce the best results. ## [](#1.-be-specific-about-the-trigger-and-the-destination)1. Be specific about the trigger and the destination Instead of “Send my customers an email”, try: *“When a WooCommerce order is paid for any product in the ‘Coaching’ category, wait 1 hour, then send the customer a ‘Welcome to Coaching’ email.”* Uncanny Agent now knows the trigger (payment received), the filter (a specific category), the timing (1-hour delay) and the action (send email). That’s a one-shot recipe. ## [](#2.-mention-the-plugins-you-use-by-name)2. Mention the plugins you use by name If you have multiple form plugins, CRMs, or payment processors installed, naming the one you want avoids ambiguity. *“Use Gravity Forms”*, *“send to HubSpot”*, *“in LearnDash”* — these short hints save a follow-up question. ## [](#3.-use-one-conversation-per-topic)3. Use one conversation per topic Keep building-a-recipe in one conversation, content-drafting in another, and data-lookup in a third. Uncanny Agent uses the rest of the conversation as context, so a focused chat tends to produce sharper answers than a sprawling one. See [Managing your conversations](https://automatorplugin.com/knowledge-base/managing-your-uncanny-agent-conversations/) for how to start a new chat. ## [](#4.-show%2C-don%E2%80%99t-just-tell)4. Show, don’t just tell If you’re trying to recreate something—a layout, an error, an email template—attach a screenshot or file rather than describing it. See [sharing files and screenshots](https://automatorplugin.com/knowledge-base/sharing-files-and-screenshots-with-uncanny-agent/) for how. ## [](#5.-iterate-in-small-steps)5. Iterate in small steps You don’t have to nail the final result on the first message. A productive flow is: 1. Ask Uncanny Agent for a first draft. 2. Look at what it built. 3. Tell it what to change (“Make the delay 24 hours instead”, “Add an SMS action after the email”, “The tone is too formal”). Iterative refinement is faster and more accurate than writing one giant prompt. ## [](#6.-ask-for-review-and-explanation%2C-not-just-doing)6. Ask for review and explanation, not just doing Uncanny Agent makes a great pair-programmer for automations. Try asking: - *“Before you build it, walk me through the recipe you’d suggest.”* - *“Why did you pick that trigger?”* - *“What could go wrong with this recipe in production?”* These prompts often surface edge cases (a missing token, a race condition, a filter that should be there) before the recipe is saved. ## [](#7.-always-verify-before-going-live)7. Always verify before going live Even with great prompts, AI can occasionally make mistakes. Before activating a recipe that affects real customers, run it manually in a test with one of your own accounts, or set its **Completions allowed** limit to 1 while you verify behaviour. See [reviewing what Uncanny Agent did](https://automatorplugin.com/knowledge-base/reviewing-what-uncanny-agent-did/) for the details that the Agent surfaces after every task. ## [](#8.-use-%F0%9F%91%8D-%2F-%F0%9F%91%8E-generously)8. Use 👍 / 👎 generously The thumbs buttons at the bottom of every response feed directly into how Uncanny Agent improves. If something was great, mark it. If something was wrong, mark it and add a quick note about what was wrong. This is the most effective way to make Uncanny Agent better for everyone. **Article Categories:** Uncanny Agent --- ### [Reviewing what Uncanny Agent did](https://automatorplugin.com/knowledge-base/reviewing-what-uncanny-agent-did/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Because Uncanny Agent can take real actions on your site—creating recipes, publishing posts, updating settings—it’s important to know exactly what it did before, during, and after every task. Uncanny Agent is designed to be transparent about its work (keeping the “human in the loop”). This article walks through how to read its output. ## [](#the-%E2%80%9Cworked-for%E2%80%A6%E2%80%9D-expander)The “Worked for…” expander When Uncanny Agent finishes a task that involved tools, you’ll see a collapsible bar at the top of its response showing how long it took and how many tools it used. For example: **Worked for 2:43m · 7 tools** ▼ Click the bar to expand it. You’ll see, in order: 1. The Agent’s plan (“I’ll create a LearnDash course called…”) 2. Each tool call it made (looking up post types, creating the course, creating a lesson, etc.) 3. The result of each step—including any errors This is the audit trail for the request. **If you want to know exactly what happened, this is where to look.** ## [](#the-structured-summary)The structured summary Below the activity log, Uncanny Agent writes a plain-English summary of the result, usually structured into three sections: - **What’s done** — the changes it successfully made, with links where relevant (e.g. a link to the new course or recipe) - **What failed** — anything that didn’t work, with the underlying reason - **Next steps** — suggestions for what to do next, often as a question to you Read the **What failed** section even when the headline result looks successful. Partial successes are possible (for example, a course was created but its lessons weren’t), and Uncanny Agent will be explicit about it. ## [](#verifying-the-work-yourself)Verifying the work yourself For anything that touches users, customers, or published content, take a moment to verify the result before moving on: - **Recipes** — open the recipe and check the trigger, actions, and tokens. Run a test if possible. - **Content** — preview the page, post, or course on the front end. - **Bulk changes** — spot-check a few records to make sure the change matches your intent. Uncanny Agent is good, but it isn’t infallible and a quick verification is much faster than undoing a mistake at scale. ## [](#giving-feedback-on-a-response)Giving feedback on a response Every Uncanny Agent response has 👍 and 👎 buttons at the bottom. If something was helpful or unhelpful, please tap the appropriate button. Your feedback helps improve Uncanny Agent over time. For longer-form notes (a feature request, a recurring frustration, an idea for something Uncanny Agent should be able to do), use the **Give feedback** link at the bottom of the panel. **Article Categories:** Uncanny Agent --- ### [How to ask Uncanny Agent for help](https://automatorplugin.com/knowledge-base/how-to-ask-uncanny-agent-for-help/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Uncanny Agent works best when you talk to it like a capable teammate who already has access to your WordPress site. You don’t need to memorize commands or use special syntax. Simply describe what you want and Agent gets it done. ## [](#where-to-type-your-message)Where to type your message The **Ask anything** box at the bottom of the Agent panel is where every conversation starts. Type your request and press Enter to send it. ![Uncanny Agent chat window greeting a user with a welcome message and a red arrow pointing to the Ask anything input field at the bottom.](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-chat-window-ask-anything-871x1024.png "uncanny-agent-chat-window-ask-anything") To the left of the input you’ll find: - **+** — opens the attachments menu - **Add files or photos** — upload an image, document, or CSV that Agent should look at for additional context - **Take screenshot** — capture part of your screen and share it directly with Agent See [Sharing files and screenshots with Uncanny Agent](https://automatorplugin.com/knowledge-base/sharing-files-and-screenshots-with-uncanny-agent/) for the details on attachments. ## [](#use-the-suggested-prompts-to-explore)Use the suggested prompts to explore If you’re not sure where to start, the welcome screen offers suggested prompts, depending on which screen you’re on. They’re a great way to discover what Uncanny Agent can do without having to write a prompt from scratch. ## [](#anatomy-of-a-great-prompt)Anatomy of a great prompt A useful prompt usually answers three questions: 1. **What** do you want to happen? 2. **When** should it happen (the trigger or schedule)? 3. **Where** should the result go (which plugin, integration, list, channel, user, etc.)? A weak prompt: *“Send people an email.”* A strong prompt: *“When a customer buys a product in the Coaching category in WooCommerce, wait one hour, then send them a welcome email with some helpful information about their purchase and a 15% off coupon for their next order.”* The second prompt gives Uncanny Agent enough context to pick the right trigger, configure the delay, choose the email action, and pull in the right tokens—usually in one shot, with no follow-up questions. ## [](#chat-back-and-forth)Chat back and forth Uncanny Agent remembers the rest of the conversation, so you can refine your request without starting over: - *“That’s great — can you also tag those customers in HubSpot?”* - *“Run that report again for last month instead of last week.”* - *“Pause the recipe for now, I want to test it manually first.”* ## [](#when-to-ask-follow-up-questions)When to ask follow-up questions If Uncanny Agent finishes a task and something looks off, just tell it. *“The trigger is firing, but the email isn’t sending — can you check the logs?”* is exactly the right level of detail. Uncanny Agent will inspect the logs and report back. ## [](#what-if-uncanny-agent-gets-it-wrong%3F)What if Uncanny Agent gets it wrong? Like any AI, Uncanny Agent can make mistakes. Each response has 👍 and 👎 buttons — please use them. Negative feedback (with an optional comment) goes back to the Uncanny team and helps us to improve the Agent over time. You can also use the **Give feedback** link at the bottom of the panel for longer-form notes. For more on writing effective prompts, see [Tips for getting better results](09-tips-for-better-results.md). **Article Categories:** Uncanny Agent --- ### [What can Uncanny Agent do?](https://automatorplugin.com/knowledge-base/what-can-uncanny-agent-do/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Uncanny Agent is more than a chatbot—it can take real actions inside your WordPress site on your behalf. Here’s a tour of the kinds of work you can hand off to it. ## [](#build-uncanny-automator-recipes)Build Uncanny Automator recipes Uncanny Agent can turn a description of an automation into a working recipe. You can say things like: - *“When a user buys the Gold membership in WooCommerce, enroll them in the Member Onboarding course in LearnDash and add them to the Members group.”* - *“Post the previous week’s top-selling products to our internal Slack channel.”* - *“When a form on the Contact page is submitted, create a HubSpot contact and send me an email.”* Uncanny Agent will check which integrations are connected, pick appropriate triggers and actions, configure tokens, and save the recipe as a draft for you to review. ## [](#create-content)Create content Uncanny Agent can create posts, pages, WooCommerce products, LearnDash courses and lessons, and other content types. You can give it a topic, a tone, an outline, or a link for inspiration. Agent will draft your content for you and either save it for your review or publish it to your site and connected social channels—all depending on what you ask for. ## [](#look-up-information-about-your-site)Look up information about your site Ask Agent questions about *your* data, not just generic WordPress documentation: - *“How are my sales trending month over month and year over year?”* - *“Show me the top 5 customers by lifetime value.”* - *“Which products are often purchased together?”* - *“What integrations do I have connected?”* ## [](#diagnose-recipes-that-aren%E2%80%99t-working)Diagnose recipes that aren’t working If a recipe isn’t doing what you expect, describe the problem and Uncanny Agent will check the logs, look at the recipe configuration, and suggest a fix. It can often spot a missing token, a misconfigured filter, or an integration that’s lost its connection. ## [](#explain-features-and-walk-you-through-tasks)Explain features and walk you through tasks You can also use Uncanny Agent like a friendly tutor. Ask it how a feature works, when to use a User Loop versus a Post Loop, or how to set up a webhook trigger. Agent will explain it all in the context of your site and your installed plugins. For tips on getting more out of every conversation, see [Tips for getting better results](https://automatorplugin.com/knowledge-base/tips-for-getting-better-results-from-uncanny-agent/). **Article Categories:** Uncanny Agent --- ### [Getting started with Uncanny Agent](https://automatorplugin.com/knowledge-base/getting-started-with-uncanny-agent/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Uncanny Agent is built into Uncanny Automator, so there’s nothing to install. Once Automator is active on your site, Agent is ready to use. *Note: Access to Uncanny Agent requires an Uncanny Automator Pro AI + Automation plan. If you have a Legacy Automator license, you can upgrade at any time.* ## [](#opening-uncanny-agent)Opening Uncanny Agent 1. Log in to your WordPress Admin Dashboard. 2. Look for the **Uncanny Agent** tab at the bottom of the page. Click the **Uncanny Agent** tab to open the chat panel. [![](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-dashboard-tab.png "uncanny-agent-dashboard-tab")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-dashboard-tab.png) 3. When it’s your first time using Uncanny Agent, you’ll see a small “Need a hand?” prompt with the message *“Hi 👋 I’m Uncanny Agent. I can help you get things done!”* ![](https://automatorplugin.com/wp-content/uploads/2026/03/uncanny-agent-conversation-1024x787.png "uncanny-agent-conversation") 4. Still don’t see Uncanny Agent? Head to **Automator** > **Settings** > **Uncanny Agent** and make sure that the toggle is green and switched to “**Enabled**“. [![](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-toggle-enabled-1024x561.png "uncanny-agent-toggle-enabled")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-toggle-enabled.png) If you’re on an Uncanny Automator screen (Recipe Builder, Settings pages, etc.), Uncanny Agent slides out as a panel on the right side of your screen. The rest of the WordPress admin stays exactly where it was, so you can keep working while you chat. In other WordPress screens, Automator opens as a separate window. ## [](#your-first-conversation)Your first conversation The first time you open Uncanny Agent, you’ll see a friendly welcome and, depending on what screen you’re on, a few suggested prompts to get you started. You can click any of these suggestions or type your own request in the **Ask anything** box at the bottom and press Enter. ## [](#what-happens-next)What happens next When you send a message, Uncanny Agent reads your request, decides which tools it needs (looking up data, creating content, building a recipe, etc.), and then either does the work or asks a clarifying question. You’ll see a status line like *“Working…”* while it’s thinking, and a summary of everything it did when it’s finished. For tips on writing prompts that get great results, read [How to ask Uncanny Agent for help](https://automatorplugin.com/knowledge-base/how-to-ask-uncanny-agent-for-help/). ## [](#closing-or-reopening-the-panel)Closing or reopening the panel Click the Uncanny Agent tab again (or the close icon at the top of the panel) to dismiss it. **Your conversation isn’t lost.** Uncanny Agent saves your chat history automatically. See [Managing your Uncanny Agent conversations](https://automatorplugin.com/knowledge-base/managing-your-uncanny-agent-conversations/) for more on history, search, rename and delete. **Article Categories:** Uncanny Agent --- ### [What is Uncanny Agent?](https://automatorplugin.com/knowledge-base/what-is-uncanny-agent/) **Published:** May 5, 2026 **Author:** Ken Young **Content:** Uncanny Agent is an AI assistant for WordPress built into Uncanny Automator that helps you get real work done on your WordPress site just by describing what you want in plain English. Instead of clicking through admin screens, you can ask Uncanny Agent to build a recipe, draft a page, set up a course, look something up in your data, or troubleshoot why an automation isn’t firing, and it will use the same tools a site administrator would to do it for you. If you’ve purchase an AI + Automation plan, Uncanny Agent lives inside your WordPress dashboard, right next to Uncanny Automator. You don’t need to install a separate plugin, sign up for another account, or copy and paste anything between tabs—it’s already there, and it already understands your site. [![](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-dashboard-tab.png "uncanny-agent-dashboard-tab")](https://automatorplugin.com/wp-content/uploads/2026/05/uncanny-agent-dashboard-tab.png) ## [](#what-makes-uncanny-agent-different)What makes Uncanny Agent different Most AI chatbots can only talk *about* WordPress. Uncanny Agent can actually *do* things in WordPress: - Create and configure Uncanny Automator recipes from a description - Create posts, pages, products, courses, lessons and other content - Read, summarize and analyze information from your site (orders, users, recipes, logs, custom fields) - Diagnose problems with recipes that aren’t running as expected - Walk you through features and answer “how do I…” questions in context Because Uncanny Agent is connected to your site, every answer is grounded in *your* data, *your* installed plugins, and *your* recipes—not a generic WordPress tutorial. ## [](#who-can-use-uncanny-agent%3F)Who can use Uncanny Agent? Uncanny Agent usage is included with all [Uncanny Automator Pro AI + Automation plans](/pricing). If you’re getting lots of things done with Uncanny Agent, additional usage can be purchased at any time, or you can upgrade to a higher tier plan to get expanded usage. **Article Categories:** Uncanny Agent --- ### [DeepSeek Actions](https://automatorplugin.com/knowledge-base/deepseek-actions/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** Once you have [connected your DeepSeek Platform account to WordPress](https://automatorplugin.com/knowledge-base/connecting-cohere-to-wordpress-2/), you can use DeepSeek actions in your Automator recipes. ## **Action – Use a prompt to generate a text response with a DeepSeek model** The action *Use a prompt to generate a text response with a DeepSeek model* enables AI text generation for use in your workflows. [![Uncanny Automator DeepSeek actions dropdown list, showing the action, “Use a prompt to generate a text response with a DeepSeek model”.](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-action-use-prompt-generate-text-response-1024x332.png "deepseek-action-use-prompt-generate-text-response")](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-action-use-prompt-generate-text-response.png) Once you select the action, Automator will present you with a form to customize your prompt. The options are: **Model:** DeepSeek has several AI models with different capabilities, speeds, and costs. Click here to [learn more about the various models](https://api-docs.deepseek.com/quick_start/pricing). **Temperature:** This parameter controls the randomness of the AI model’s response. Higher temperatures correlate to more randomness and “creativity”. Click here to [learn more about temperature](https://api-docs.deepseek.com/quick_start/parameter_settings). **Max tokens:** In large language models, tokens are the basic building blocks of text— words or parts of words—that the model reads and processes. Generally, with DeepSeek, 1 English character is approximately 0.3 tokens. Click here to [learn more about tokens](https://api-docs.deepseek.com/quick_start/token_usage). **System Message:** A set of instructions given to guide the AI model’s behavior and set its “role” or tone for a conversation or prompt. Examples could be: - You are an experienced WordPress developer with a niche interest in AI models and LLMs. - You are a passionate WordPress blogger with a flair for the poetic. - You are an SEO expert with up-to-date knowledge of Google’s guidelines and practices. **Prompt:** This is the prompt that will be sent to DeepSeek’s AI model to tell it what text to generate. Examples could be: - Write a blog post about how to connect WordPress to DeepSeek using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for DeepSeek. Once you have configured your Anthropic action, you can use the AI model’s response in subsequent actions with the help of [*tokens*](https://automatorplugin.com/action-tokens/). [![Uncanny Automator token selector dropdown list with a red arrow pointing to an asterisk and another red arrow pointing to the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-deepseek-action-tokens-710x1024.png "automator-deepseek-action-tokens")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-deepseek-action-tokens.png) ## **Best practices** AI integrations are powerful tools, and AI models often need a while (typically 5-30 seconds) to “think”. In [Automator Lite](https://wordpress.org/plugins/uncanny-automator/), the free version of Uncanny Automator, actions in recipes that come after AI integration actions are blocked from running until Automator gets a response. That way, Automator can be certain that data from the AI integration is available for later actions. For front-end user activities that involve AI integrations, waiting for the response could make your site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the AI integration and subsequent actions. This causes the action to be scheduled for execution in the background, and the front-end user won’t need to wait for the action to complete. As a rule of thumb, you can schedule the AI integration action for 1-2 seconds after recipe completion. Any actions that rely on the AI integration action can be set for 45 seconds or longer after completion, ensuring that the AI model’s response has been generated. **Article Categories:** WordPress AI Integrations --- ### [Google Gemini Actions](https://automatorplugin.com/knowledge-base/google-gemini-actions/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** Once you have [connected your Google AI Studio account to WordPress](https://automatorplugin.com/knowledge-base/connecting-google-gemini-to-wordpress/), you can use Anthropic actions in your Automator recipes. ## **Action – Use a prompt to generate a text response with a Gemini model** The action *Use a prompt to generate a text response with a Gemini model* enables AI text generation for use in your workflows. [![Uncanny Automator Google Gemini actions dropdown list, showing the action, “Use a prompt to generate a text response with a Gemini model”.](https://automatorplugin.com/wp-content/uploads/2025/07/google-gemini-actions-use-prompt-generate-text-response-1024x334.png "google-gemini-actions-use-prompt-generate-text-response")](https://automatorplugin.com/wp-content/uploads/2025/07/google-gemini-actions-use-prompt-generate-text-response.png) Once you select the action, Automator will present you with a form to customize your prompt. The options are: **Model:** Gemini has several AI models with different capabilities, speeds, and usage constraints. Click here to [learn more about the various models](https://ai.google.dev/gemini-api/docs/models) and their applications. **Temperature:** This parameter controls the randomness of the AI model’s response. Higher temperatures correlate to more randomness and “creativity”. Click here to [learn more about temperature](https://docs.cloud.google.com/vertex-ai/generative-ai/docs/learn/prompts/adjust-parameter-values#temperature). **Max tokens:** In large language models, tokens are the basic building blocks of text— words or parts of words—that the model reads and processes. Generally, with Gemini, 100 tokens generate approximately 60-80 English language words. Click here to [learn more about tokens](https://ai.google.dev/gemini-api/docs/tokens?lang=python). **System Message:** A set of instructions given to guide the AI model’s behavior and set its “role” or tone for a conversation or prompt. Examples could be: - You are an experienced WordPress developer with a niche interest in AI models and LLMs. - You are a passionate WordPress blogger with a flair for the poetic. - You are an SEO expert with up-to-date knowledge of Google’s guidelines and practices. **Prompt:** This is the prompt that will be sent to Gemini’s AI model to tell it what text to generate. Examples could be: - Write a blog post about how to connect WordPress to Google Gemini using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for Gemini. Once you have configured your Gemini action, you can use the AI model’s response in subsequent actions with the help of [*tokens*](https://automatorplugin.com/action-tokens/). [![Uncanny Automator token selector with a red arrow pointing to an asterisk and another red arrow pointing to the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-google-gemini-action-tokens-773x1024.png "automator-google-gemini-action-tokens")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-google-gemini-action-tokens.png) ## **Best practices** AI integrations are powerful tools, and AI models often need a while (typically 5-30 seconds) to “think”. With [Automator Lite](https://wordpress.org/plugins/uncanny-automator/), the free version of Uncanny Automator, actions in recipes that come after AI integration actions are blocked from running until Automator gets a response. That way, Automator can be certain that data from the AI integration is available for later actions. For front-end user activities that involve AI integrations, waiting for the response could make your site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the AI integration and subsequent actions. This causes the action to be scheduled for execution in the background, and the front-end user won’t need to wait for the action to complete. As a rule of thumb, you can schedule the AI integration action for 1-2 seconds after recipe completion. Any actions that rely on the AI integration action can be set for 45 seconds or longer after completion, ensuring that the AI model’s response has been generated. **Article Categories:** WordPress AI Integrations --- ### [Microsoft Teams (Beta)](https://automatorplugin.com/knowledge-base/microsoft-teams/) **Published:** May 24, 2023 **Author:** Ryan Moore **Content:** Microsoft Teams is a collaboration tool that combines chat, video meetings and file-sharing into a single workplace. The Uncanny Automator integration with MS Teams allows creating teams and posting content based on activity on a WordPress site. To get started, you must first connect your MS Teams account to Automator. ## Important: Before you start The [Microsoft Teams integration](https://automatorplugin.com/integration/microsoft-teams/) can only be used by Microsoft “work” accounts and organizations. Personal accounts **will not work**, and the app itself must be connected by an organization’s administrator. Set up organizations and app access are typically managed at the Azure level and are unfortunately beyond the scope of what we can support via our Help Desk. The limitations for work accounts and third-party integration access are set by Microsoft. ## Connect a Microsoft Teams account The first step for setting up MS Teams actions is connecting a Teams account, which you can do from the **Automator** menu in /wp-admin/ under **Settings > App integrations > Microsoft Teams**, or you can use the Connect option inside your edit recipe page. Make sure that you grant *all* permissions to the app during when it’s connected. Before you make the connection, we recommend signing in to the correct Teams admin account before clicking the Sign In button in the Automator settings. This can help to ensure that the correct work or school admin account is signed in and will be associated with your MS Teams integration. To connect your account, you will see a page like the image below; click **Sign in with Microsoft at the bottom**. [![Connect Uncanny Automator to Microsoft Teams](https://automatorplugin.com/wp-content/uploads/2023/05/Connect-Uncanny-Automator-to-Microsoft-Teams-1014x1024.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Connect-Uncanny-Automator-to-Microsoft-Teams.png) On the Microsoft authentication page, click **Yes** to grant the Automator app access to your MS Teams account. Make sure the account you grant access to is also the account you use for your MS Teams access. Once connected, you will be returned to the Automator settings page for Microsoft Teams and you can start including MS Teams actions in your recipes. **Important**: The steps above may vary depending on how your Microsoft account and organization are set up. ### **Finding a message ID in Microsoft Teams** Some actions — such as **Reply to a channel message** — require a specific message ID. The easiest way to find it is through the message’s shareable link. **Steps:** 1. In Teams, hover over the message you want to reference. 2. Click the **…** (More actions) menu that appears, then select **Copy link**. \[ insert screenshot here for clarification \] 3. Paste the copied URL somewhere you can read it. It will look similar to this: https://teams.microsoft.com/l/message/19:abc123@thread.tacv2/**1773688059439**?tenantId=… 4. The message ID is the long numeric value that appears immediately after the last / and before the ?. In the example above, the message ID is 1773688059439. **Note:** The message ID is a 13-digit Unix timestamp in milliseconds. It will always be a purely numeric string with no letters or special characters. **Article Categories:** Special Actions --- ### [Kit (formerly ConvertKit) Installation](https://automatorplugin.com/knowledge-base/kit-formerly-convertkit-installation/) **Published:** March 18, 2026 **Author:** Saad **Content:** Supercharge your email marketing workflows by connecting Kit to Uncanny Automator. With this integration, you can automate subscriber management, tagging, broadcasting, and more — all triggered by events happening across your WordPress site. **With Uncanny Automator and Kit, you’ll be able to:** – Add subscribers to forms and sequences automatically – Tag and untag subscribers based on WordPress activity – Create and update subscribers with custom field data – Send broadcasts triggered by events on your site – Create purchases in Kit from WooCommerce or other eCommerce activity – Unsubscribe users automatically based on specific conditions **Setting up your Kit connection** **Important**: Kit must be connected through the Uncanny Automator settings page in your WordPress admin. You cannot install this integration directly from the Kit App Store. If you arrived at this page after attempting to install from Kit’s App Store, please follow the steps below to connect properly. **Step 1: Install and activate Uncanny Automator** If you haven’t already, install and activate the Uncanny Automator plugin on your WordPress site. You can find it by navigating to Plugins > Add New and searching for “Uncanny Automator”, or download it from WordPress.org. \[insert screenshot of Automator plugin in WP plugin search\] **Step 2: Connect your Kit account** From your WordPress dashboard: 1\. Click Automator in the left-hand menu 2\. Click App integrations 3\. Select Kit from the integrations list 4\. Click the Connect Kit account button You will be redirected to Kit where you’ll be asked to authorize Uncanny Automator to access your account. \[insert screenshot of Kit settings page showing steps 1–4\] **Step 3: Authorize the connection** On the Kit authorization screen, review the permissions and click Install to grant Uncanny Automator access. \[insert screenshot of Kit authorization/install screen\] Once installed, Kit will display an “Uncanny Automator is now installed!” confirmation. Click the Continue to Uncanny Automator button to finalize the connection and return to your WordPress site. If you click “Stay on Kit” instead, the connection will not be completed and you will need to repeat this step. \[insert screenshot of “Continue to Uncanny Automator” confirmation dialog\] **Step 4: Confirm the connection** After being redirected back to WordPress, you should see your Kit account name and email displayed on the settings page, confirming that the connection was successful. \[insert screenshot of connected state showing account info\] **Using Kit in your recipes** Once connected, Kit actions will be available in the Uncanny Automator recipe editor. You can combine Kit actions with any of Automator’s 200+ integrations to build powerful automations. To add a Kit action to a recipe: 1\. Create a new recipe or edit an existing one 2\. Add an action and select Kit from the integration list 3\. Choose from the available Kit actions 4\. Configure the action fields (subscriber email, tags, form, etc.) 5\. Save and activate your recipe \[insert screenshot of Kit actions in the recipe editor\] **Available Kit actions** The following actions are available when connected via OAuth: – Add a subscriber to a form – Add a subscriber to a sequence – Add a tag to a subscriber – Remove a tag from a subscriber – Create or update a subscriber (with custom fields) – Create a tag – Create a custom field – Create a broadcast – Create a purchase – Unsubscribe a subscriber **Troubleshooting** I connected from the Kit App Store and it didn’t work Kit must be connected from within your WordPress admin. Navigate to Automator > Settings > App integrations > Kit and use the Connect button there to initiate the connection. Connecting directly from the Kit App Store will not work because the integration requires your WordPress site URL to complete the setup. My connection expired or stopped working OAuth connections refresh automatically. If your connection stops working, try disconnecting and reconnecting from the Kit settings page in Automator. Go to Automator > Settings > App integrations > Kit, click Disconnect, and then reconnect using the steps above. I previously connected with API keys — do I need to reconnect? Existing API key connections will continue to work. However, some newer actions (such as creating broadcasts, purchases, custom fields, and unsubscribing) require an OAuth connection. We recommend upgrading to OAuth to access the full set of available actions. **Article Categories:** Integrations FAQ --- ### [Installing the Dynamic Content Addon](https://automatorplugin.com/knowledge-base/installing-the-dynamic-content-addon/) **Published:** November 13, 2025 **Author:** Brendan Da Costa **Content:** The Uncanny Automator Dynamic Content Addon makes it possible to display new content on the front-end of your WordPress site without the need to hit the page refresh button. With it, you can run sitewide notifications or update a specific user’s activity stream or feed. The Uncanny Automator Dynamic Content Addon is included for free with an [Uncanny Automator Elite license](https://automatorplugin.com/pricing/). Once you’ve purchased the appropriate license, follow these steps to install the plugin: 1. From your WordPress Admin Dashboard /wp-admin/, navigate to **Automator** > **Addons**. 2. Scroll down to the “Only Available in Elite” section. 3. Click **Install addon** in the Dynamic Content tile. [![WordPress plugin card highlighting the Dynamic Content addon by Uncanny Automator with an arrow pointing to the 'Install addon' button. The card explains that it enables dynamic content blocks and shortcodes that update in real time.](https://automatorplugin.com/wp-content/uploads/2025/11/dynamic-content-addon-card-install-addon-1024x716.png "dynamic-content-addon-card-install-addon")](https://automatorplugin.com/wp-content/uploads/2025/11/dynamic-content-addon-card-install-addon.png) Be sure that you’ve activated your license at **Automator** > **Settings** in **/wp-admin/** to enable the Dynamic Content Addon and unlock access to automatic updates. You’ll need to have an Elite license activated to use the Dynamic Content Addon. [Read this guide to create your first Dynamic Content blocks](https://automatorplugin.com/knowledge-base/dynamic-content/). **Article Categories:** Dynamic Content Addon --- ### [Installing the Elite Integrations Addon](https://automatorplugin.com/knowledge-base/installing-the-elite-integrations-addon/) **Published:** July 17, 2024 **Author:** Ken Young **Content:** The Uncanny Automator Elite Integrations addon makes it possible to connect to complex apps like Salesforce. With it, you can use Automator to connect your WordPress site to all supported Elite Integrations. The Uncanny Automator Elite Integrations Addon is included free with an [Uncanny Automator Elite license](https://automatorplugin.com/pricing/). Once you’ve purchased the appropriate license, follow these steps to install the plugin: 1. Navigate to the downloads page in your account on our website at . 2. Download the zip file for the **Uncanny Automator Elite Integrations Addon**. 3. On your site, navigate to **Plugins > Add New** in /wp-admin/. 4. At the top of the page, click the **Upload Plugin** button. Click **Choose File** to select the *Elite Integrations Addon* zip file. 5. Click the **Install Now** button and then **Activate** the plugin. Be sure that you’ve activated your license at **Automator > Settings** in /wp-admin/ to enable the features of the Elite Integrations addon and unlock access to automatic updates. You’ll need to have an Elite license activated to use the Elite Integrations addon. **Article Categories:** Elite Integrations Addon --- ### [Change Your Email Address](https://automatorplugin.com/knowledge-base/change-your-email-address/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** If you’ve changed your email address and would like to update it in your account, follow these steps: 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to [Account Details](https://automatorplugin.com/my-account/). 3. Under *Change Your Name* > *Primary Email Address*, enter your new email address. 4. Click *Save Changes*. Our system maintains a list of previous email addresses to make it easier for us to trace previous transactions and correspondence with you. If you would like to delete your old email address, simply hover over it and click *Remove* (If you don’t see the *Alternate email addresses* field, try refreshing the page). **Article Categories:** Your Account --- ### [Download Your Plugins and Get License Keys](https://automatorplugin.com/knowledge-base/download-your-plugins-and-get-license-keys/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** ## How to download your plugins There are a couple of ways to download any plugins you have purchased: 1. When you purchase an Uncanny Automator Subscription, you will receive a confirmation email containing links to download the plugin(s) you purchased. The subject line of this email is “Your Uncanny Automator Purchase”. 2. If those links have expired, you can download your plugins from the *Downloads* page under *My Account*. To do this: - [Log in](https://automatorplugin.com/my-account/) to your account. - Go to the [Downloads](https://automatorplugin.com/my-account/downloads/) page. - Find the plugin to download and click the associated link(s). [![Uncanny Automator Account Downloads](https://automatorplugin.com/wp-content/uploads/2025/09/image-1024x450.png "uncanny-automator-account-downloads")](https://automatorplugin.com/wp-content/uploads/2025/09/image.png) ## How to get your license keys There are a couple of ways to view the license key. 1. When you purchase an Uncanny Automator subscription, you will receive a confirmation email containing the licence key. The subject line of this email is “Your Uncanny Automator Purchase”. 2. You can also view your licenses from the *Licenses* page under *My Account*. To do this: - [Log in](https://automatorplugin.com/my-account/) to your account. - Go to the [Licenses](https://automatorplugin.com/my-account/licenses/) page. - Copy the license key you’re looking for and paste it into the license field on your Dashboard > Automator > Settings > General > License, then click *Activate license*. [![Uncanny Automator Account Licenses](https://automatorplugin.com/wp-content/uploads/2025/09/image-1-1024x512.png "uncanny-automator-account-licenses")](https://automatorplugin.com/wp-content/uploads/2025/09/image-1.png) **Article Categories:** Your Account --- ### [Request a Refund](https://automatorplugin.com/knowledge-base/request-a-refund/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** If you feel that an Uncanny Automator plugin isn’t quite what your site needs, we can help you determine if you are eligible for a refund and how to request one. ## Determining if You’re Eligible for a Refund Uncanny Owl is proud to offer a 100% no-risk guarantee. If you purchase any Uncanny Automator plugin and decide within the first 14 days that it isn’t a good fit, we’ll provide you with a full refund. Once this period is up, you can’t get a refund, but you can still [cancel your subscription](https://automatorplugin.com/knowledge-base/manage-your-subscription#cancelling-your-subscription) or [downgrade your license](https://automatorplugin.com/knowledge-base/upgrade-or-downgrade-your-license#downgrade-your-license). Additionally, our money back guarantee only applies to new purchases, not renewals. (You will receive a reminder 2 weeks before your subscription renews, so be sure to cancel prior to your renewal date if you don’t want to renew.) ## Requesting a Refund If you’d like to receive a refund within our 14-day no-risk guarantee window, please [open a support request](https://automatorplugin.com/my-account/tickets/) from your account area. Our team will respond as soon as possible to keep you updated on the status of your refund. #### Note Of course, we don’t want to see you go. We’d love to be able to help you build the site experience you’ve envisioned. If our support team can help in any way, or if there are specific features you’d like to see, please feel free to let us know in your message. If you have any other questions about your subscription, please [get in touch with our support team](https://automatorplugin.com/my-account/tickets/) and we’ll be happy to help! **Article Categories:** Your Account --- ### [Transfer Your Plugin License to Another Domain](https://automatorplugin.com/knowledge-base/transfer-your-plugin-license-to-another-domain/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** If you are using a plugin on one website and want to move it to a different site, your plugin license will need to activated on the new site’s domain. This also applies if you are moving a site that was under development on a staging URL to a live URL. There are two ways to deactivate your plugin license: From your WordPress site’s admin menu, or from the [Licenses page](https://automatorplugin.com/my-account/licenses/) in your Account area. ## Deactivating your license from your WordPress site 1. To deactivate your license on your WordPress site, log in to your WordPress site with an Administrator-level account. 2. Go to *Automator > Settings > General > License* 3. Click *Deactivate License* at the bottom of the page. Your license is now deactivated and can be reactivated on another site. ## Deactivating your license from the Plugin licenses page 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to the [Licenses](https://automatorplugin.com/my-account/) page. 3. Find the license you would like to deactivate and click *Manage Sites*. [![Uncanny Automator Account Manage Sites](https://automatorplugin.com/wp-content/uploads/2025/09/image-7-1024x512.png "uncanny-automator-account-manage-sites")](https://automatorplugin.com/wp-content/uploads/2025/09/image-7.png) 4. Find the URL of the site you wish to deactivate and click *Deactivate Site*. Your license is now deactivated and can be reactivated on another site. **Article Categories:** Your Account --- ### [Upgrade or Downgrade Your License](https://automatorplugin.com/knowledge-base/upgrade-or-downgrade-your-license/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** ## Upgrade your license If you want to upgrade your current license to a Plus or Elite license, follow these steps: 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to the [Licenses](https://automatorplugin.com/my-account/) page. 3. Find the license you would like to upgrade and click *View Upgrades*. [![Uncanny Automator Account Upgrade License](https://automatorplugin.com/wp-content/uploads/2025/09/image-6-1024x500.png "uncanny-automator-account-upgrade-license")](https://automatorplugin.com/wp-content/uploads/2025/09/image-6.png) The cost of the upgrade is the difference between the price of your current license and the price of the license you would like to upgrade to. #### Note Upgrading your license does not change your subscription renewal date. ## Downgrade your license If you’re looking to downgrade your license to a Plus or Basic subscription, you will need to [cancel your current subscription](https://automatorplugin.com/knowledge-base/manage-your-subscription#cancelling-your-subscription). (If you’re within 14 days of your purchase, you can request a refund instead.) After this, you can purchase the license you want to switch to. **Article Categories:** Your Account --- ### [Renew Your License](https://automatorplugin.com/knowledge-base/renew-your-license/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** All purchases create an annual recurring subscription, to ensure you have uninterrupted access to updates and support while you are using the product. If at some point you canceled your subscription and your license subsequently expired, you can renew your subscription to reactivate your license. To renew an expired license, follow these steps: 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to the [Licenses](https://automatorplugin.com/my-account/) page. 3. Find the license you wish to renew and click *renew now* or *Renew license*. 4. Complete checkout and your license key will be reactivated. [![Uncanny Automator Account Renew License](https://automatorplugin.com/wp-content/uploads/2025/09/image-5-1024x656.png "uncanny-automator-account-renew-license")](https://automatorplugin.com/wp-content/uploads/2025/09/image-5.png) You will then have a subscription for the reactivated license. You can manage your subscription from the [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/) page. **Article Categories:** Your Account --- ### [Generate an Invoice For Your Purchase](https://automatorplugin.com/knowledge-base/generate-an-invoice-for-your-purchase/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** If you require a downloadable invoice for your purchase, you can generate one from your Orders & Subscriptions page. Follow these steps: 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to the [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/) page. 3. Find the purchase for which you require an invoice and click *View Invoice*. [![Uncanny Automator Account View Invoice](https://automatorplugin.com/wp-content/uploads/2025/09/image-4-1024x693.png "uncanny-automator-account-view-invoice")](https://automatorplugin.com/wp-content/uploads/2025/09/image-4.png) You’ll see options to print the invoice or download the invoice as a PDF. **Article Categories:** Your Account --- ### [Change or Reset Your Password](https://automatorplugin.com/knowledge-base/change-or-reset-your-password/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** If you’ve lost your password or need to change it, follow these steps: 1. Go to 2. Click *Forgot Password?* 3. Enter your username or email address and click Recover Account. 4. If you entered the correct details, you will receive an email containing password reset instructions If you need to access the account of someone who previously purchased a plugin but has since left your company or is no longer affiliated with your organization and you do not have access to their email, you will need to reach out to our support to request access to their account. Please provide the following information: - The name and email address of the person who purchased the license - The reason you require access to their account - The product license key [Click here](https://automatorplugin.com/my-account/tickets/) to contact our team. **Article Categories:** Your Account --- ### [Update Your Credit Card or Change Your Payment Method](https://automatorplugin.com/knowledge-base/update-your-credit-card-or-change-your-payment-method/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** We support two payment methods on our checkout: Credit card (processed by Stripe) and PayPal. The steps to update your credit card varies depending on how you paid for your purchase. ## PayPal If you purchased via PayPal, then you can update your credit card by logging in at PayPal.com. 1. If you’re updating your credit card because your previous card is expiring, you can follow [these instructions](https://securepayments.paypal.com/ca/cshelp/article/how-do-i-update-my-debit-or-credit-card-on-paypal-help157) to update your card. 2. If you want to switch your subscription to a different credit card, from the *Subscriptions* page in the PayPal app or website, tap the *Manage* button to update the payment method for your subscriptions. ## Credit Card If you purchased via credit card, you can update your credit card by following these steps: 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to the [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/) page. 3. Find the subscription for which you want to update your credit card and click *Update Payment*. 4. Enter your new card details and click *Update Payment Method*. [![Uncanny Automator Account Update Payment](https://automatorplugin.com/wp-content/uploads/2025/09/image-3-1024x682.png "uncanny-automator-account-update-payment")](https://automatorplugin.com/wp-content/uploads/2025/09/image-3.png) ## Switching between PayPal and Credit Card Unfortunately, there is no way to automatically transfer your payment information between payment providers, so to switch from PayPal to credit card or vice versa, you’ll need to [cancel your subscription](https://automatorplugin.com/knowledge-base/manage-your-subscription#cancelling-your-subscription). When your license expires, you can renew it using the new payment method. You will receive an email two weeks before your license expires, and then immediately after expiry. Once your license has expired, you can follow these steps to renew using your new payment method: 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to the [Licenses](https://automatorplugin.com/my-account/) page. 3. Find the license you wish to renew and click *Renew license*. 4. Use the new payment method to complete the purchase and reactivate your license. As always, don’t hesitate to [reach out to our support team](https://automatorplugin.com/my-account/tickets/) if you have any questions. **Article Categories:** Your Account --- ### [Manage Your Subscription](https://automatorplugin.com/knowledge-base/manage-your-subscription/) **Published:** September 18, 2025 **Author:** Rohan Pokharel **Content:** ## License vs. subscription A plugin license is distinct from a plugin subscription. While an active plugin license provides you with updates and access to our support team, a subscription refers to an automatic recurring annual payment to renew your license (and keep it active). ## Renewing your license When you purchase a plugin, a subscription is automatically created to ensure your license is renewed automatically and you don’t miss out on updates or support while you are using the product. The license will automatically be renewed one year after your initial purchase, and your original method of payment will be charged the renewal amount. ## Cancelling your subscription If you wish to cancel your subscription to any of our products, you can easily do so through the *Orders and Subscriptions* page. Here are the steps to cancel: 1. When you purchase an Uncanny Automator Subscription, you will receive a confirmation email containing links to download the plugin(s) you purchased. The subject line of this email is “Your Uncanny Automator Purchase”. 2. If those links have expired, you can download your plugins from the *Downloads* page under *My Account*. To do this: - [Log in](https://automatorplugin.com/my-account) to your account. - Go to [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/). - Find the subscription you wish to cancel, and click *Cancel*. You may be asked a few questions so we can better understand why you are cancelling your subscription and how we can improve our product/service. - Confirm the cancellation. [![Uncanny Automator Account Orders](https://automatorplugin.com/wp-content/uploads/2025/09/image-2-1024x702.png "uncanny-automator-account-orders")](https://automatorplugin.com/wp-content/uploads/2025/09/image-2.png) Your subscription will be cancelled immediately, but your plugin license will continue to be valid until its expiration date (typically, your subscription renewal date). After subscription cancellation, you can confirm that your license is still active by visiting the [Licenses](https://automatorplugin.com/my-account/licenses/) page. ## Reactivating a cancelled subscription If you cancelled your subscription but wish to reactivate it, follow these steps: 1. [Log in](https://automatorplugin.com/my-account) to your account. 2. Go to [Orders & Subscriptions](https://automatorplugin.com/my-account/orders/) Find the cancelled subscription you wish to reactivate and click *Reactivate*. ##### Note If the license associated with the subscription is expired, your payment method will be charged immediately and your license reactivated. If it has not yet expired, your payment method will not be charged until the subscription renewal date. **Article Categories:** Your Account --- ### [URL](https://automatorplugin.com/knowledge-base/url-integration/) **Published:** July 31, 2025 **Author:** Brendan Da Costa **Content:** The URL integration in Uncanny Automator allows you to trigger workflows when a specific URL with parameters is visited. It’s useful for capturing user interactions, linking offline systems with your website, and initiating automations via unique links—without requiring forms, user input on the page, or code. This integration includes two triggers and it works with both logged-in and anonymous site visitors. ## **What is a URL parameter?** A URL parameter is a piece of information added to the end of a URL to pass data to a website. They are commonly used to track campaign performance, capture data, or trigger specific responses on a page. URL parameters follow a “?” in the URL and use a key-value structure. For example: ``` https://yoursite.com/?color=blue ``` In this case, “color” is the parameter name (i.e., key), and “blue” is the value. A URL can have multiple parameters by simply including “&”. For example: ``` https://yoursite.com/?color=blue&campaign=summer ``` There are two types of URL parameters: - **GET parameters:** These parameters are added directly to the end of a URL and are visible to anyone who looks at the address bar. These parameters are bookmarkable, shareable, less secure, and best for searches, filters, and/or campaigns. - **POST parameters:** These parameters are sent “behind the scenes”, not in the URL. Front-end visitors will not see this data in the address bar, so it’s more private. These parameters are typically used for forms, file uploads, or for sending sensitive information such as passwords. **Uncanny Automator’s URL integration supports both GET and POST parameters.** ## **Available triggers** The URL integration provides two triggers: 1. **A user visits a URL with a URL parameter(s) set:** This trigger runs when a *logged-in user* visits a URL that includes the parameter(s) you define in the trigger conditions. You can specify: - **exact parameters** that must be present (for example, “color=blue”) - whether **any** or **all** of the parameters must match 2. **A URL with a URL parameter is visited:** This trigger runs for **any user**, including anonymous visitors, when they visit a URL that includes the parameter(s) you define in the trigger conditions. You can specify: - **exact parameters** that must be present (for example, “color=blue”) - whether **any** or **all** of the parameters must match You can use this trigger to run automations for logged-out users, which is useful for public pages or campaigns shared via email or social media. ## **Available tokens** Both triggers support the following tokens: - **URL visited:** The full URL that the user or site visitor accessed, including parameters. - **All repeater parameters:** The complete list of parameters specified in the trigger conditions. This allows you to pass dynamic data through the URL and use it in actions like sending emails, tagging users, or updating custom fields. **GET** and **POST parameters:** The complete list of parameters specified in the trigger conditions, whether they are GET or POST. ## **Possible use cases** The URL integration unlocks very flexible and powerful automation scenarios. Here are just few examples: 1. **Link Tracking and Attribution:** Track how users and site visitors arrived on your site or which campaign led them there by including a unique URL parameter (for example, “ref=affiliate1”). Combine this with Automator actions like tagging logged-in users in your CRM or monitoring affiliate performance. 2. **Personalized Onboarding:** Send a unique onboarding link (for example, invite-client123) that triggers an automation to grant access to specific content or send a welcome message when the link is visited. 3. [**QR Code**](https://automatorplugin.com/automator-the-1-qr-code-generator-for-wordpress/) **and Print Campaigns:** Embed URLs with parameters in QR codes or printed materials. When scanned or visited, Automator can log the visit or perform follow-up actions—even for anonymous users. ## Best practices - **Avoid tying sensitive functionality to URL triggers:** URL‑based triggers are public and potentially shareable. Do not use them to control anything sensitive—such as granting membership access, logging users in, or triggering financial transactions. - **Implement throttling/rate‑limiting:** URL clicks or calls may be triggered repeatedly (such as bots hitting the URL). If you’re concerned about rate limits, use Automator’s Throttle feature to restrict the number of times within a period the recipe can be triggered. **Article Categories:** Special Triggers --- ### [Quickbooks Online](https://automatorplugin.com/knowledge-base/quickbooks-online/) **Published:** July 25, 2025 **Author:** Ken Young **Content:** QuickBooks Online is an Uncanny Automator *Elite Integration*. This means that you will need an [**Uncanny Automator Pro – Elite**](https://www.automatorplugin.com/pricing) license **with the Elite Integrations Addon activated** to use the QuickBooks Online integration. If you already have an Automator Pro – Elite license, you can find detailed instructions on activating the **Elite Integrations Addons** by [clicking here](https://automatorplugin.com/knowledge-base/installing-the-elite-integrations-addon/). In this article, we will cover connecting QuickBooks Online to WordPress using Uncanny Automator and how to create product associations between QuickBooks Online and WooCommerce. ## **Connecting QuickBooks Online to WordPress** **Prerequisites:** 1. **WordPress website with admin access.** 2. **QuickBooks Online account.** 3. **Uncanny Automator Pro – Elite license (with Elite Integrations Addon activated)** **Step 1: Purchase Automator Pro – Elite** Purchase an Automator Pro – Elite license from . You will receive a purchase confirmation email and a Welcome email. You can follow the installation and activation instructions in your Welcome email or follow the instructions below. **Step 2: Install and Activate Automator Lite** Automator Lite is the free version of Uncanny Automator—you will need to install and activate it on your WordPress site to use Automator Pro.From your WordPress Admin Dashboard, navigate to **Plugins** > **Add plugin**. In the search bar, enter “uncanny automator”. Uncanny Automator will be the first search result. Click **Install** and **Activate**. [![install-automator-plugin](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png "install-automator-plugin")](https://automatorplugin.com/wp-content/uploads/2023/04/2-—-Download-Automator.png) **Step 3: Activate Automator Pro – Elite License** Download Uncanny Automator Pro from your purchase confirmation email or from [your Uncanny Automator account](https://www.automatorplugin.com/my-account). Next, upload the Automator Pro plugin by navigating to **Plugins** > **Add New** from your WordPress Admin Dashboard. Click the **Upload Plugin** button at the top and complete the upload process. Activate the Pro plugin after uploading it and activate your license key by visiting **Automator** > **Settings** > **General** > **License** and entering the key from your email or account page. [![Uncanny Automator settings screen showing the active Pro license status, with navigation steps highlighted for accessing the license key under the General > License tab.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-license-1024x674.png "automator-settings-license")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-license.png) **Step 4: Activate Elite Integrations Addon** Your Automator Pro – Elite license gives you access to the Elite Integrations Addon which has the QuickBooks Online integration. Before you can connect QuicksBooks Online to WordPress, you will need to activate the Elite Integrations Addon. To activate the addon, simply navigate to **Automator** > **Addons** and ensure that “Elite Integrations” is activated. [![Two Uncanny Automator cards: "Elite Integrations" with premium integrations like Salesforce and QuickBooks, and "Dynamic Content" plugin. The “Elite Integrations” card is highlighted.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-addons-elite-integrations-1024x736.png "automator-addons-elite-integrations")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-addons-elite-integrations.png) With Uncanny Automator Pro – Elite and the Elite Integrations Addon now installed and activated on your WordPress website, you can connect your QuickBooks Online account to your WordPress site. From your WordPress Admin Dashboard, navigate to **Automator** > **App integrations** > **QuickBooks**. [![Uncanny Automator settings page showing QuickBooks integration setup with numbered arrows pointing to App integrations tab, QuickBooks option, and Connect to QuickBooks button.](https://automatorplugin.com/wp-content/uploads/2025/06/automator-app-integrations-connect-quickbooks-1024x914.png "automator-app-integrations-connect-quickbooks")](https://automatorplugin.com/wp-content/uploads/2025/06/automator-app-integrations-connect-quickbooks.png) (Note: If you do not see QuickBooks in the left sidebar of app integrations, navigate to **Automator** > **Addons** and ensure that “Elite Integrations” is activated. “Refer to Step 4”.) Automator will prompt you to log into your QuickBooks account if you haven’t already. After logging in, select your QuickBooks company and click **Next**. [![QuickBooks company selection screen showing "Please select your company" with a search dropdown, "No, thanks" and "Next" buttons at bottom.](https://automatorplugin.com/wp-content/uploads/2025/07/intuit-quickbooks-modal-select-company-1024x874.png "intuit-quickbooks-modal-select-company")](https://automatorplugin.com/wp-content/uploads/2025/07/intuit-quickbooks-modal-select-company.png) Automator will present you with a modal to complete the QuickBooks integration. Click **Connect**. [![QuickBooks plugin for WordPress connection modal showing step 1 of 2 to connect Uncanny Automator, with “Connect” and “No thanks” buttons.](https://automatorplugin.com/wp-content/uploads/2025/07/connecting-uncanny-automator-to-quickbooks-business-modal-651x1024.png "connecting-uncanny-automator-to-quickbooks-business-modal")](https://automatorplugin.com/wp-content/uploads/2025/07/connecting-uncanny-automator-to-quickbooks-business-modal.png) Once you have successfully connected your QuickBooks Online account, Automator will return you to the App integrations screen. [![Uncanny Automator QuickBooks plugin for WordPress settings page showing a successful account connection with a disconnect option and refresh button for syncing products and tax codes.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-app-integrations-quickbooks-connected-1024x798.png "automator-settings-app-integrations-quickbooks-connected")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-app-integrations-quickbooks-connected.png) To help keep your QuickBooks account and WordPress website synchronized, Automator provides you with a “Refresh” button. ## **Connecting QuickBooks Online and WooCommerce Products** The Uncanny Automator QuickBooks Online integration allows users to create QuickBooks Online and WooCommerce product associations directly in the WordPress product editor. From your WordPress Admin Dashboard, navigate to **Product** > **Add new** or select an existing product. Once in the product editor, scroll down to the “Product data” pane and click the **QuickBooks** tab. [![WordPress product data form showing QuickBooks integration settings with dropdown lists for Associated QuickBooks Product and Tax Code.](https://automatorplugin.com/wp-content/uploads/2025/06/woo-product-data-quickbooks-tab-1024x754.png "woo-product-data-quickbooks-tab")](https://automatorplugin.com/wp-content/uploads/2025/06/woo-product-data-quickbooks-tab.png) Automator will present you with two dropdown lists: 1. Associated QuickBooks Product 2. QuickBooks Tax Code Both of these dropdown lists are automatically populated with products and tax codes from your QuickBooks Online account. If you create new products and/or tax codes in QuickBooks, you can click the **Refresh Products and Tax Codes** button to retrieve the new data. **Article Categories:** Elite Integrations Addon --- ### [Connecting DeepSeek to WordPress](https://automatorplugin.com/knowledge-base/connecting-cohere-to-wordpress-2/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** ## **How to Connect DeepSeek to your WordPress site** Our DeepSeek integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using DeepSeek to create new blog posts, Facebook posts, X posts, and much more. Connect the input to a form and the Dynamic Content Addon and you have a powerful way to let users generate content without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with DeepSeek. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the DeepSeek integration. You’ll need a secret API key from your DeepSeek Platform account to connect your WordPress site. **Please note that you will need a DeepSeek Platform account. This may not be the same as your DeepSeek account, however it is still free.** [Click here to generate a secret API key for use with Uncanny Automator](https://platform.deepseek.com/sign-in). (You will either need to log in to or sign up for a DeepSeek Platform account.) [![DeepSeek registration page with red arrows pointing to the different options for signing-in or registering.](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-login-1024x828.png "deepseek-login")](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-login.png) Once you have signed in to your Cohere account, from your Dashboard, click **API Keys**. [![DeepSeek dashboard with red arrows pointing to “API keys” in the left menu bar and “Create new API key” in the API keys screen.](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-api-keys-create-new-key-1024x545.png "deepseek-api-keys-create-new-key")](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-api-keys-create-new-key.png) DeepSeek will prompt you to name your API key. Once you have named your key, click **Create API key**. [![“Create new API key” modal for DeepSeek with a single “Name” field.](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-name-new-api-key.png "deepseek-name-new-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/deepseek-name-new-api-key.png) Once DeepSeek has generated your API key, click **Copy**. [![DeepSeek modal displaying a new API key with a red arrow pointing to the “Copy” button.](https://automatorplugin.com/wp-content/uploads/2025/07/copy-new-deepseek-api-key.png "copy-new-deepseek-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/copy-new-deepseek-api-key.png) Return to your WordPress Admin Dashboard and navigate to **Automator** > **App integrations** > **DeepSeek**. **Paste** the API key from Anthropic into the *DeepSeek API key* field and click **Connect DeepSeek account**. [![Uncanny Automator app integration screen for DeepSeek, with a red arrow pointing to the “DeepSeek API key” field for users to connect their DeepSeek account.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-deepseek-account-1024x769.png "automator-settings-connect-deepseek-account")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-deepseek-account.png) That’s it! You’ll now be able to add [DeepSeek actions](https://automatorplugin.com/knowledge-base/deepseek-actions/) to your recipes and generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) with the AI model’s response. **Article Categories:** WordPress AI Integrations --- ### [Connecting Google Gemini to WordPress](https://automatorplugin.com/knowledge-base/connecting-google-gemini-to-wordpress/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** ## **How to Connect Google Gemini to your WordPress site** Our Google Gemini integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using Gemini to create new blog posts, Facebook posts, X posts, and much more. Connect the input to a form and the Dynamic Content Addon and you have a powerful way to let users generate content without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Gemini. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Gemini integration. You’ll need a secret API key from your Google AI Studio account to connect your WordPress site. **You can** [**sign in to Google AI Studio**](https://www.aistudio.google.com/welcome) **with your Google account.** [![Google AI studio registration page with red arrows pointing to the URL and the sign-in or registration option.](https://automatorplugin.com/wp-content/uploads/2025/07/google-gemini-ai-studio-login-1024x833.png "google-gemini-ai-studio-login")](https://automatorplugin.com/wp-content/uploads/2025/07/google-gemini-ai-studio-login.png) Once you have signed in to your Google AI Studio account, from your Dashboard, click **Get API key**. [![Google AI Studio dashboard with a red arrow pointing to the “Get API key” button.](https://automatorplugin.com/wp-content/uploads/2025/07/google-gemini-get-api-key-1024x699.png "google-gemini-get-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/google-gemini-get-api-key.png) In the next screen, click **Create API key**. [![Google AI Studio API Keys page with an arrow pointing to the “Create API key” button.](https://automatorplugin.com/wp-content/uploads/2025/07/create-google-gemini-api-key-1024x695.png "create-google-gemini-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/create-google-gemini-api-key.png) Once Gemini has generated your API key, click **Copy**. [![Google AI Studio modal showing a newly generated API key with a red arrow pointing to the “Copy” button.](https://automatorplugin.com/wp-content/uploads/2025/07/copy-google-gemini-api-key-1024x263.png "copy-google-gemini-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/copy-google-gemini-api-key.png) Return to your WordPress Admin Dashboard and navigate to **Automator** > **App integrations** > **Google Gemini**. **Paste** the API key from Anthropic into the *Google Gemini API key* field and click **Connect Google Gemini account**. [![Uncanny Automator app integration screen for Google Gemini, with a red arrow pointing to the “Google Gemini API key” field for users to connect their Google Gemini account.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-google-gemini-1024x770.png "automator-settings-connect-google-gemini")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-google-gemini.png) That’s it! You’ll now be able to add [Google Gemini actions](https://automatorplugin.com/knowledge-base/google-gemini-actions/) to your recipes and generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) with the AI model’s response. **Article Categories:** WordPress AI Integrations --- ### [Connecting Mistral AI to WordPress](https://automatorplugin.com/knowledge-base/connecting-mistral-ai-to-wordpress/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** ## **How to Connect Mistral AI to your WordPress site** Our Mistral AI integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using Mistral to create new blog posts, Facebook posts, X posts, and much more. Connect the input to a form and the Dynamic Content Addon and you have a powerful way to let users generate content without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Mistral AI. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Mistral AI integration. You’ll need a secret API key from Mistral AI’s La Plateforme to connect your WordPress site. [![Mistral AI’s La Platforme registration page with a red arrow pointing to the “Start building”.](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-login-1024x830.png "mistral-ai-login")](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-login.png) [Click here to generate a secret API key for use with Uncanny Automator](https://mistral.ai). From there, click **Start building** and login or sign up with your email, Google, Microsoft, or Apple account. Once you have signed in to your Mistral AI La Plateforme account, from your Dashboard, click **API Keys**. [![Mistral AI dashboard with a red arrow pointing to the API keys page in the left menu bar.](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-api-keys-1024x702.png "mistral-ai-api-keys")](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-api-keys.png) **(Note: You need a plan for Mistral AI API keys to be activated. The “Experiment” plan is free, but you must verify the subscription with a valid phone number.)** Once you have subscribed to a plan, click **Create new key**. Mistral AI will prompt you to name your new API key and set an optional expiration date. [![Mistral AI modal with a “Key name” field and “Expiration” field with an arrow pointing to the “Create new key” button.](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-name-new-api-key-1024x896.png "mistral-ai-name-new-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-name-new-api-key.png) **Copy** the new API key. [![Mistral AI modal for a new API key with a red arrow pointing to the “Copy key” button.](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-copy-api-key-1024x533.png "mistral-ai-copy-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-copy-api-key.png) Return to your WordPress Admin Dashboard and navigate to **Automator** > **App integrations** > **Mistral AI**. **Paste** the API key from Anthropic into the *Mistral AI API key* field and click **Connect Mistral AI account**. [![Uncanny Automator app integration screen for Mistral AI, with a red arrow pointing to the “Mistral AI API key” field for users to connect their Mistral AI account.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-mistral-ai-1024x772.png "automator-settings-connect-mistral-ai")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-mistral-ai.png) That’s it! You’ll now be able to add [Mistral AI actions](https://automatorplugin.com/knowledge-base/mistral-ai-actions/) to your recipes and generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) with the AI model’s response. **Article Categories:** WordPress AI Integrations --- ### [Mistral AI Actions](https://automatorplugin.com/knowledge-base/mistral-ai-actions/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** Once you have connected your [Mistral AI La Platforme account to WordPress](https://automatorplugin.com/knowledge-base/connecting-mistral-ai-to-wordpress/), you can use Mistral AI actions in your Automator recipes. ## **Action – Use a prompt to generate a text response with a Le Chat model** The action *Use a prompt to generate a text response with a Le Chat model* enables AI text generation for use in your workflows. [![Uncanny Automator Mistral actions dropdown list, showing the action, “Use a prompt to generate a text response with a Le Chat model”.](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-actions-use-prompt-generate-text-response-1024x326.png "mistral-ai-actions-use-prompt-generate-text-response")](https://automatorplugin.com/wp-content/uploads/2025/07/mistral-ai-actions-use-prompt-generate-text-response.png) Once you select the action, Automator will present you with a form to customize your prompt. The options are: **Model:** Mistral AI’s Le Chat has several AI models with different capabilities, speeds, and usage constraints. To learn more about the various models and their applications, [click here](https://docs.mistral.ai/getting-started/models/models_overview/). **Temperature:** This parameter controls the randomness of the AI model’s response. Higher temperatures correlate to more randomness and “creativity”. To learn more about temperature, [click here](https://docs.mistral.ai/getting-started/glossary/#temperature). **Max tokens:** In large language models, tokens are the basic building blocks of text— words or parts of words—that the model reads and processes. To learn more about tokens, [click here](https://docs.mistral.ai/guides/tokenization/). **System Message:** A set of instructions given to guide the AI model’s behavior and set its “role” or tone for a conversation or prompt. Examples could be: - You are an experienced WordPress developer with a niche interest in AI models and LLMs. - You are a passionate WordPress blogger with a flair for the poetic. - You are an SEO expert with up-to-date knowledge of Google’s guidelines and practices. **Prompt:** This is the prompt that will be sent to Mistral AI’s Le Chat model to tell it what text to generate. Examples could be: - Write a blog post about how to connect WordPress to Mistral AI using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for Mistral AI. Once you have configured your Mistral AI action, you can use Le Chat’s response in subsequent actions with the help of [*tokens*](https://automatorplugin.com/action-tokens/). [![Uncanny Automator token selector with a red arrow pointing to an asterisk and another red arrow pointing to the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-mistral-ai-response-tokens-681x1024.png "automator-mistral-ai-response-tokens")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-mistral-ai-response-tokens.png) ## **Best practices** AI integrations are powerful tools, and AI models often need a while (typically 5-30 seconds) to “think”. In the [free version](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator, actions in recipes that come after AI integration actions are blocked from running until Automator gets a response. That way, Automator can be certain that data from the AI integration is available for later actions. For front-end user activities that involve AI integrations, waiting for the response could make your site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the AI integration and subsequent actions. This causes the action to be scheduled for execution in the background, and the front-end user won’t need to wait for the action to complete. As a rule of thumb, you can schedule the AI integration action for 1-2 seconds after recipe completion. Any actions that rely on the AI integration action can be set for 45 seconds or longer after completion, ensuring that the AI model’s response has been generated. **Article Categories:** WordPress AI Integrations --- ### [Connect xAI to WordPress](https://automatorplugin.com/knowledge-base/connect-xai-to-wordpress/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** ## **How to Connect xAI to your WordPress site** Our xAI integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using xAI’s Grok to create new blog posts, Facebook posts, X posts, and much more. Connect the input to a form and the Dynamic Content Addon and you have a powerful way to let users generate content without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with xAI. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the xAI integration. You’ll need a secret API key from your xAI Cloud Console account to connect your WordPress site. **Please note that you will need an xAI Cloud Console account. This may not be the same as your X account, however it is still free.** [Click here to generate a secret API key for use with Uncanny Automator](https://accounts.x.ai/sign-in?redirect=cloud-console). (You will either need to log in to or sign up for an Anthropic Console account.) [![Cloud Console login and registration page with red arrows indicating different options for registering.](https://automatorplugin.com/wp-content/uploads/2025/07/xai-login-1024x830.png "xai-login")](https://automatorplugin.com/wp-content/uploads/2025/07/xai-login.png) Once you have signed in to your xAI Cloud Console account, from your Dashboard, click **API Keys** > **Create API key**. [![xAPI dashboard with a red arrow pointing to the “API Keys” tab in the left menu bar and another red arrow pointing to the “Create API key” button.](https://automatorplugin.com/wp-content/uploads/2025/07/xai-api-keys-create-api-key-1024x704.png "xai-api-keys-create-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/xai-api-keys-create-api-key.png) xAI will generate a new API key. Once it has generated the key, **copy** the key to your clipboard. [![xAPI dashboard displaying a new API key with a red arrow pointing to the “copy” icon.](https://automatorplugin.com/wp-content/uploads/2025/07/copy-xai-api-key-1024x703.png "copy-xai-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/copy-xai-api-key.png) Return to your WordPress Admin Dashboard and navigate to **Automator** > **App integrations** > **xAI**. **Paste** the API key from Anthropic into the *Grok API key* field and click **Connect xAI account**. [![Uncanny Automator app integration screen for xAPI, with a red arrow pointing to the “Grok API key” field for users to connect their xAI account.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-xai-1024x771.png "automator-settings-connect-xai")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-connect-xai.png) That’s it! You’ll now be able to add [xAI actions](https://automatorplugin.com/knowledge-base/xai-actions/) to your recipes and generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) with Grok’s response. **Article Categories:** WordPress AI Integrations --- ### [xAI Actions](https://automatorplugin.com/knowledge-base/xai-actions/) **Published:** July 9, 2025 **Author:** Brendan Da Costa **Content:** Once you have [connected your xAI Cloud Console account to WordPress](https://automatorplugin.com/knowledge-base/connect-xai-to-wordpress/), you can use xAI actions in your Automator recipes. ## **Action – Use a prompt to generate a text response with a Grok model** The action *Use a prompt to generate a text response with a Grok model* enables AI text generation for use in your workflows. [![Uncanny Automator xAI actions dropdown list, showing the action, “Use a prompt to generate a text response with a Grok model”.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-xai-action-use-prompt-generate-text-response-grok-1024x335.png "automator-xai-action-use-prompt-generate-text-response-grok")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-xai-action-use-prompt-generate-text-response-grok.png) Once you select the action, Automator will present you with a form to customize your prompt. The options are: **Model:** xAI has several AI models with different capabilities, speeds, and costs. To learn more about the various models and their applications, [click here](https://docs.x.ai/docs/models). **Temperature:** This parameter controls the randomness of the AI model’s response. Higher temperatures correlate to more randomness and “creativity”. **Max tokens:** In large language models, tokens are the basic building blocks of text— words or parts of words—that the model reads and processes. To learn more about tokens and costs, [click here](https://docs.x.ai/docs/models). **System Message:** A set of instructions given to guide the AI model’s behavior and set its “role” or tone for a conversation or prompt. Examples could be: - You are an experienced WordPress developer with a niche interest in AI models and LLMs. - You are a passionate WordPress blogger with a flair for the poetic. - You are an SEO expert with up-to-date knowledge of Google’s guidelines and practices. **Prompt:** This is the prompt that will be sent to xAI’s Grok model to tell it what text to generate. Examples could be: - Write a blog post about how to connect WordPress to xAI using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for xAI. Once you have configured your xAI action, you can use the AI model’s response in subsequent actions with the help of [*tokens*](https://automatorplugin.com/action-tokens/). [![Uncanny Automator token selector with a red arrow pointing to an asterisk and another red arrow pointing to the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-xai-action-tokens-737x1024.png "automator-xai-action-tokens")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-xai-action-tokens.png) ## **Best practices** AI integrations are powerful tools, and AI models often need a while (typically 5-30 seconds) to “think”. In the [free version](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator, actions in recipes that come after AI integration actions are blocked from running until Automator gets a response. That way, Automator can be certain that data from the AI integration is available for later actions. For front-end user activities that involve AI integrations, waiting for the response could make your site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the AI integration and subsequent actions. This causes the action to be scheduled for execution in the background, and the front-end user won’t need to wait for the action to complete. As a rule of thumb, you can schedule the AI integration action for 1-2 seconds after recipe completion. Any actions that rely on the AI integration action can be set for 45 seconds or longer after completion, ensuring that the AI model’s response has been generated. **Article Categories:** WordPress AI Integrations --- ### [Cohere Actions](https://automatorplugin.com/knowledge-base/cohere-actions/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** Once you have [connected your Cohere account to WordPress](https://automatorplugin.com/knowledge-base/connecting-cohere-to-wordpress/), you can use Cohere actions in your Automator recipes. ## **Action – Use a prompt to generate a text response with a Cohere model** The action *Use a prompt to generate a text response with a Cohere model* enables AI text generation for use in your workflows. [![Uncanny Automator action dropdown list for Cohere, showing the action “Use a prompt to generate a text response with a Cohere model”.](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-action-use-prompt-to-generate-text-response-1024x332.png "cohere-action-use-prompt-to-generate-text-response")](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-action-use-prompt-to-generate-text-response.png) Once you select the action, Automator will present you with a form to customize your prompt. The options are: **Model:** Cohere has several AI models with different capabilities, speeds, and usage constraints. To learn more about the various models and their applications, [click here](https://docs.cohere.com/v2/docs/models). **Safety mode:** To ensure appropriate responses in different contexts, Cohere introduced different safety modes. To learn more about safety modes, [click here](https://docs.cohere.com/v2/docs/safety-modes). **Temperature:** This parameter controls the randomness of the AI model’s response. Higher temperatures correlate to more randomness and “creativity”. To learn more about temperature, [click here](https://docs.cohere.com/v2/docs/predictable-outputs#temperature). **Max tokens:** In large language models, tokens are the basic building blocks of text— words or parts of words—that the model reads and processes. Generally, with Cohere, one word is between 2-3 tokens. To learn more about tokens, [click here](https://docs.cohere.com/v2/docs/tokens-and-tokenizers). **System instructions:** A set of instructions given to guide the AI model’s behavior and set its “role” or tone for a conversation or prompt. Examples could be: - You are an experienced WordPress developer with a niche interest in AI models and LLMs. - You are a passionate WordPress blogger with a flair for the poetic. - You are an SEO expert with up-to-date knowledge of Google’s guidelines and practices. **Prompt:** This is the prompt that will be sent to Cohere’s AI model to tell it what text to generate. Examples could be: - Write a blog post about how to connect WordPress to Cohere using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for Cohere. Once you have configured your Cohere action, you can use the AI model’s response in subsequent actions with the help of [*tokens*](https://automatorplugin.com/action-tokens/). [![Uncanny Automator action token selector for Cohere with red arrows pointing to an asterisk and the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-cohere-action-tokens-753x1024.png "automator-cohere-action-tokens")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-cohere-action-tokens.png) ## **Best practices** AI integrations are powerful tools, and AI models often need a while (typically 5-30 seconds) to “think”. In the [free version](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator, actions in recipes that come after AI integration actions are blocked from running until Automator gets a response. That way, Automator can be certain that data from the AI integration is available for later actions. For front-end user activities that involve AI integrations, waiting for the response could make your site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the AI integration and subsequent actions. This causes the action to be scheduled for execution in the background, and the front-end user won’t need to wait for the action to complete. As a rule of thumb, you can schedule the AI integration action for 1-2 seconds after recipe completion. Any actions that rely on the AI integration action can be set for 45 seconds or longer after completion, ensuring that the AI model’s response has been generated. **Article Categories:** WordPress AI Integrations --- ### [Connecting Cohere to WordPress](https://automatorplugin.com/knowledge-base/connecting-cohere-to-wordpress/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** ## **How to Connect Cohere to your WordPress site** Our Cohere integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using Cohere to create new blog posts, Facebook posts, X posts, and much more. Connect the input to a form and the Dynamic Content Addon and you have a powerful way to let users generate content without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Cohere. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Cohere integration. You’ll need a secret API key from your Cohere account to connect your WordPress site. [Click here to generate a secret API key for use with Uncanny Automator](https://dashboard.cohere.com/welcome/login). (You will either need to log in to or sign up for a Cohere account.) [![Cohere registration page with red arrows pointing to the different options for signing-in or registering.](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-login-1024x823.png "cohere-login")](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-login.png) Once you have signed in to your Cohere account, from your Dashboard, click **API Keys**. [![Cohere dashboard interface showing a welcome message and navigation menu. A red arrow points to the “API Keys” option in the left-hand sidebar.](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-api-keys-1024x568.png "cohere-api-keys")](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-api-keys.png) In the *API Keys* screen, click **Create trial key**. Cohere will prompt you to name your trial key. [![Cohere modal titled “New Trial key” for naming new API keys.](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-new-trial-key-1024x655.png "cohere-new-trial-key")](https://automatorplugin.com/wp-content/uploads/2025/07/cohere-new-trial-key.png) After you have named your key, click **Generate Trial key** and **copy** the key to your clipboard. [![Cohere modal displaying a new API key with a red arrow pointing to the “copy” icon”.](https://automatorplugin.com/wp-content/uploads/2025/07/copy-cohere-trial-api-key-1024x685.png "copy-cohere-trial-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/copy-cohere-trial-api-key.png) Return to your WordPress Admin Dashboard and navigate to **Automator** > **App integrations** > **Cohere**. **Paste** the API key from Cohere into the *Cohere API key* field and click **Connect Cohere account**. [![Uncanny Automator app integration screen for Cohere, with a red arrow pointing to the “Cohere API key” field for users to connect their Cohere account.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-cohere-api-key-1024x775.png "automator-settings-cohere-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-settings-cohere-api-key.png) That’s it! You’ll now be able to add [Cohere actions](https://automatorplugin.com/knowledge-base/cohere-actions/) to your recipes and generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) with the AI model’s response. **Article Categories:** WordPress AI Integrations --- ### [Anthropic Actions](https://automatorplugin.com/knowledge-base/anthropic-actions/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** Once you have [connected your Anthropic Console account to WordPress](https://automatorplugin.com/knowledge-base/connecting-anthropic-to-wordpress/), you can use Anthropic actions in your Automator recipes. ## **Action – Use a prompt to generate a response with a Claude model** The action *Use a prompt to generate a response with a Claude model* enables AI text generation for use in your workflows. [![Uncanny Automator action dropdown list for Anthropic WordPress integration, showing the action “Use a prompt to generate a text response with a Claude model”.](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-action-use-prompt-generate-text-with-claude-model-1024x355.png "anthropic-action-use-prompt-generate-text-with-claude-model")](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-action-use-prompt-generate-text-with-claude-model.png) Once you select the action, Automator will present you with a form to customize your prompt. The options are: **Model:** Anthropic has several AI models with different capabilities, speeds, and usage constraints. To learn more about the various models and their applications, [click here](https://docs.anthropic.com/en/docs/about-claude/models/overview). **Temperature:** This parameter controls the randomness of the AI model’s response. Higher temperatures correlate to more randomness and “creativity”. To learn more about temperature, [click here](https://docs.anthropic.com/en/docs/about-claude/glossary#temperature). **Max tokens:** In large language models, tokens are the basic building blocks of text— words or parts of words—that the model reads and processes. Generally, with Claude, 3.5 English-language characters represent one token. To learn more about tokens, [click here](https://docs.anthropic.com/en/docs/about-claude/glossary#tokens). **System Message:** A set of instructions given to guide the AI model’s behavior and set its “role” or tone for a conversation or prompt. Examples could be: - You are an experienced WordPress developer with a niche interest in AI models and LLMs. - You are a passionate WordPress blogger with a flair for the poetic. - You are an SEO expert with up-to-date knowledge of Google’s guidelines and practices. **Prompt:** This is the prompt that will be sent to Anthropic’s AI model to tell it what text to generate. Examples could be: - Write a blog post about how to connect WordPress to Anthropic using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for Anthropic. Once you have configured your Anthropic action, you can use the AI model’s response in subsequent actions with the help of [*tokens*](https://automatorplugin.com/action-tokens/). [![Automator token selector for Anthropic WordPress integration, with red arrows pointing to an asterisk and the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-action-response-token-816x1024.png "anthropic-action-response-token")](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-action-response-token.png) ## **Best practices** AI integrations are powerful tools, and AI models often need a while (typically 5-30 seconds) to “think”. In the [free version](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator, actions in recipes that come after AI integration actions are blocked from running until Automator gets a response. That way, Automator can be certain that data from the AI integration is available for later actions. For front-end user activities that involve AI integrations, waiting for the response could make your site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the AI integration and subsequent actions. This causes the action to be scheduled for execution in the background, and the front-end user won’t need to wait for the action to complete. As a rule of thumb, you can schedule the AI integration action for 1-2 seconds after recipe completion. Any actions that rely on the AI integration action can be set for 45 seconds or longer after completion, ensuring that the AI model’s response has been generated. **Article Categories:** WordPress AI Integrations --- ### [Connecting Anthropic to WordPress](https://automatorplugin.com/knowledge-base/connecting-anthropic-to-wordpress/) **Published:** July 8, 2025 **Author:** Brendan Da Costa **Content:** ## **How to Connect Anthropic to your WordPress site** Our Anthropic integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using Anthropic’s Claude to create new blog posts, Facebook posts, X posts, and much more. Connect the input to a form and the Dynamic Content Addon and you have a powerful way to let users generate content without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Anthropic. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Anthropic integration. You’ll need a secret API key from your Anthropic Console account to connect your WordPress site. **Please note that you will need an Anthropic Console account. This may not be the same as your Anthropic account, however it is still free.** [Click here to generate a secret API key for use with Uncanny Automator](https://console.anthropic.com/login). (You will either need to log in to or sign up for an Anthropic Console account.) [![Anthropic Console login page with red arrows pointing to the URL bar showing "console.anthropic.com/login" and to the login options: “Continue with Google” and the email input field.](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-console-login-1024x877.png "anthropic-console-login")](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-console-login.png) Once you have signed in to your Anthropic Console account, from your Dashboard, click **Get API Key**. [![Anthropic Console dashboard view showing the “Dashboard” tab selected in the left sidebar, with red arrows highlighting the Dashboard section and the option to generate prompts, get an API key.](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-get-api-key-1024x438.png "anthropic-get-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-get-api-key.png) Anthropic will prompt you to name your API key. Once you have named your key, click **Create API Key**. [![Popup window from the Anthropic Console prompting the user to create their first API key, with fields for key name, workspace selection (set to "Default"), and a button labeled "Create API Key" at the bottom.](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-api-key-name-1024x695.png "anthropic-api-key-name")](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-api-key-name.png) Once Anthropic has generated your API key, click **Copy**. [![Popup window in the Anthropic Console displaying a newly generated API key with a “Copy” button.](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-copy-api-key-1024x940.png "anthropic-copy-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/anthropic-copy-api-key.png) Return to your WordPress Admin Dashboard and navigate to **Automator** > **App integrations** > **Anthropic**. **Paste** the API key from Anthropic into the *Anthropic Claude API key* field and click **Connect Anthropic account**. [![The Uncanny Automator app integration interface where users can enable AI integration with Anthropic by entering their Claude API key.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-anthropic-api-key-integration-1024x698.png "automator-anthropic-api-key-integration")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-anthropic-api-key-integration.png) That’s it! You’ll now be able to add [Anthropic actions](https://automatorplugin.com/knowledge-base/anthropic-actions/) to your recipes and generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) with Claude’s response. **Article Categories:** WordPress AI Integrations --- ### [Perplexity Actions](https://automatorplugin.com/knowledge-base/perplexity-actions/) **Published:** July 31, 2025 **Author:** Brendan Da Costa **Content:** Once you have [connected your Perplexity account to WordPress](https://automatorplugin.com/knowledge-base/connecting-perplexity-to-wordpress/), you can use Perplexity actions in your Automator recipes. ## **Action – Use a prompt to generate a text response with a Perplexity model** The action *Use a prompt to generate a text response with a Perplexity model* enables AI text generation for use in your workflows. [![Uncanny Automator action dropdown list for Perplexity WordPress integration, showing the action “Use a prompt to generate a text response with a Perplexity model”.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-perplexity-action-generate-text-with-perplexity-model-1024x336.png "automator-perplexity-action-generate-text-with-perplexity-model")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-perplexity-action-generate-text-with-perplexity-model.png) Once you select the action, Automator will present you with a form to customize your prompt. The options are: **Model:** Perplexity has several versions of its Sonar model with different capabilities, speeds, and usage constraints. To learn more about the various models and their applications, [click here](https://docs.perplexity.ai/getting-started/models). **Temperature:** This parameter controls the randomness of the AI model’s response. Higher temperatures correlate to more randomness and “creativity”. To learn more about temperature and other parameters, [click here](https://docs.perplexity.ai/guides/chat-completions-guide#standard-openai-parameters). **Max tokens:** In large language models, tokens are the basic building blocks of text— words or parts of words—that the model reads and processes. Generally, with Perplexity, each token is equivalent to approximately 2.5 characters. To learn more about tokens, [click here](https://www.perplexity.ai/help-center/en/articles/10354924-about-tokens). **System Message:** A set of instructions given to guide the AI model’s behavior and set its “role” or tone for a conversation or prompt. Examples could be: - You are an experienced WordPress developer with a niche interest in AI models and LLMs. - You are a passionate WordPress blogger with a flair for the poetic. - You are an SEO expert with up-to-date knowledge of Google’s guidelines and practices. **Prompt:** This is the prompt that will be sent to Perplexity to tell it what text to generate. Examples could be: - Write a blog post about how to connect WordPress to Perplexity using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for Anthropic. Once you have configured your Perplexity action, you can use the AI model’s response in subsequent actions with the help of [*tokens*](https://automatorplugin.com/action-tokens/). [![Automator token selector for Perplexity WordPress integration, with red arrows pointing to an asterisk and the “Response” token.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-perplexity-action-response-token-670x1024.png "automator-perplexity-action-response-token")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-perplexity-action-response-token.png) ## **Best practices** AI integrations are powerful tools, and AI models often need a while (typically 5-30 seconds) to “think”. In the [free version](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator, actions in recipes that come after AI integration actions are blocked from running until Automator gets a response. That way, Automator can be certain that data from the AI integration is available for later actions. For front-end user activities that involve AI integrations, waiting for the response could make your site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the AI integration and subsequent actions. This causes the action to be scheduled for execution in the background, and the front-end user won’t need to wait for the action to complete. As a rule of thumb, you can schedule the AI integration action for 1-2 seconds after recipe completion. Any actions that rely on the AI integration action can be set for 45 seconds or longer after completion, ensuring that the AI model’s response has been generated. **Article Categories:** Special Actions --- ### [Connecting Perplexity to WordPress](https://automatorplugin.com/knowledge-base/connecting-perplexity-to-wordpress/) **Published:** July 31, 2025 **Author:** Brendan Da Costa **Content:** ## **How to Connect Perplexity to your WordPress site** Our Perplexity integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using Perplexity’s Sonar model to create new blog posts, Facebook posts, X posts, and much more. Connect the input to a form and the Dynamic Content Addon and you have a powerful way to let site visitors prompt your AI model without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Perplexity. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Perplexity integration. You’ll need an API key from your Perplexity account to connect your WordPress site. **Please note that you will need a Perplexity Pro or Max subscription to generate Perplexity API keys. Perplexity Pro subscriptions include $5 of monthly credits for API usage.** [Click here to generate an API key for use with Uncanny Automator](https://www.perplexity.ai/account/api). (Log in or sign up for Perplexity Pro.) [![Perplexity AI sign-in page with options to continue with Google, Apple, or email, and a privacy policy link.](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-login-1024x832.png "perplexity-login")](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-login.png) Once you have signed in to your Perplexity Pro account, from your Dashboard, click **Account** > **API**. [![Perplexity AI account settings page with a red arrow pointing to “API”.](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-workspace-api-1024x701.png "perplexity-workspace-api")](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-workspace-api.png) If you haven’t already, Perplexity will prompt you to create an **API Group**. [![Perplexity modal to create a new API Group with fields for a Group name, description, and address.](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-api-group-916x1024.png "perplexity-api-group")](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-api-group.png) Once you have created your new API Group, you will need to add a payment method if you haven’t already. (Note: You will not immediately be charged. Perplexity Pro users receive $5 of credits for API usage every month.) [![Perplexity AI billing page showing $5 credit balance with incomplete payment method section highlighted in red.](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-api-billing-1024x707.png "perplexity-api-billing")](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-api-billing.png) Once you have added your payment method, you can create a new API key. From within your new API Group, navigate to **API keys** and click **Create key**. [![Perplexity AI API Keys page showing empty state with "Create key" button highlighted by red arrow in top right.](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-create-api-key-1024x645.png "perplexity-create-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-create-api-key.png) Once Perplexity has created your API key, click the three dots next to it and click **Copy**. [![Perplexity API keys page showing a generated API key with a red arrow pointing to the “Copy” button.](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-copy-api-key-1024x505.png "perplexity-copy-api-key")](https://automatorplugin.com/wp-content/uploads/2025/07/perplexity-copy-api-key.png) Return to your WordPress Admin Dashboard and navigate to **Automator** > **App integrations** > **Perplexity**. **Paste** the API key from Perplexity into the *Perplexity API key* field and click **Connect Perplexity account**. [![The Uncanny Automator app integration interface where users can enable AI integration with Perplexity by entering their Perplexity API key.](https://automatorplugin.com/wp-content/uploads/2025/07/automator-app-integrations-connect-perplexity-account-1024x815.png "automator-app-integrations-connect-perplexity-account")](https://automatorplugin.com/wp-content/uploads/2025/07/automator-app-integrations-connect-perplexity-account.png) That’s it! You’ll now be able to add [Perplexity actions](https://automatorplugin.com/knowledge-base/perplexity-actions/) to your recipes and generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) with Perplexity’s response. **Article Categories:** Special Actions --- ### [Uncanny Automator Elite Integrations Addon Changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-elite-integrations-addon-changelog/) **Published:** July 30, 2024 **Author:** Saad **Content:** ### 2.0 \[2025-07-24\] **New App Integration:**- Quickbooks Online - New App Integration #22 **New Actions:**- - Quickbooks Online - Create an expense #29 - Quickbooks Online - Create an invoice #26 - Quickbooks Online - Create a payment #27 - Quickbooks Online - Create a product #30 - Quickbooks Online - Create or update a customer #23 **Under the hood:**- Quickbooks Online - New Settings page #25 - Quickbooks Online - New integration icon #24 --- ### 1.0.2 \[2025-06-20\] **Fixed:**- Salesforce unable to connect to the account. --- ### 1.0.1 \[2024-11-26\] **Fixed:**- Resolved compatibility with Automator v6+ on new site installations. --- ### 1.0 \[2024-07-17\] **New Integration:**- Salesforce #1 **New Actions:**- Salesforce - Add a contact to a campaign #8 - Salesforce - Add a lead to a campaign #2 - Salesforce - Create a contact #7 - Salesforce - Create a lead #5 - Salesforce - Delete a contact #3 - Salesforce - Update a contact #6 - Salesforce - Update a lead #4 **Article Categories:** Elite Integrations Addon --- ### [Setting up error notifications](https://automatorplugin.com/knowledge-base/setting-up-error-notifications/) **Published:** May 30, 2025 **Author:** Brendan Da Costa **Content:** Even the best-laid plans can go a little sideways—and the same is true for recipes. While Uncanny Automator is designed to run reliably behind the scenes, there are times when a recipe might not complete as expected. Maybe a form field was empty, a third-party plugin had a hiccup, or a condition wasn’t met. Sometimes, a recipe technically runs—but with errors that prevent all of the actions from succeeding. The good news is that you can use automations to fix automations by setting up error notification recipes. That way, you’re never left wondering why something didn’t work—or worse, finding out from your users. Note: This article assumes a working knowledge of [creating Automator recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/), [managing tokens](https://automatorplugin.com/knowledge-base/managing-tokens/), and [using recipe logs](https://automatorplugin.com/knowledge-base/using-automator-logs/). ## **Why recipes have errors** Automator recipes might not trigger or may complete with errors for any number of reasons. However, the common causes include: - Configuration of data and compatibility (date formats, cross-platform formats, etc.) - Missing or invalid data (user data, form field values, etc.) - Third-party integration issues (API or plugin errors, rate limits, etc.) - Conditions not met (trigger fires, but action conditions block execution) ## **Why error notification recipes matter** Error notification recipes act like your site’s early warning system. They give you visibility into issues before they become problems. Whether it’s a failed purchase workflow or a form submission that didn’t quite go through, you’ll want to know about it. Here’s why setting up error notifications is a smart move: - Spot issues fast: Get notified as soon as something goes wrong. - Speed up troubleshooting: See what failed, when, and why. - Improve user experience: Prevent confusion, lost conversions, or missed follow-ups. - Catch edge cases: Some errors may only appear under certain conditions—this helps you find them. If you’re relying on recipes to automate key site functions, error notifications help ensure that your site is functioning as intended. ## **Triggers to use for error notification recipes** Uncanny Automator has three triggers designed specifically for setting up error notification recipes. These triggers **only fire when a recipe actually runs**. This means if a recipe fails to trigger at all—for example, if a form submission or course completion was not detected—then these triggers will not work. **Triggers for Everyone:** 1. Automator > A recipe completes with a specific status 2. Automator > A recipe completes with errors a number of time(s) **Triggers for Logged-in Users:** 1. Automator > A user completes a recipe with errors These three triggers offer flexibility in monitoring workflow execution and site performance. ## **Recommended actions for error notification recipes** Once you’ve configured a trigger to detect recipe errors, the next step is deciding how you want to be notified—and what you want to do with that information. Here are some of the most useful actions to include in your error notification recipes: - Send an email using the Email integration - Send a message via Slack, Discord, WhatsApp, or Microsoft Teams - Log the error to Google Sheets or Airtable - Create a task in ClickUp with the error information - Trigger a backup automation ## **Error notification tokens** However you choose to follow-up recipes completing with errors, context is everything. For either of the triggers we mentioned before, there are some crucial tokens you may want to include in any notification or log. - **Recipe ID and/or title** - **Recipe status** - **Recipe edit link:** Redirects to the recipe editor. - **Recipe log URL:** Redirects to *Automator > Logs* with the specific recipe’s modal displayed. - **Action log URL:** Redirects to *Automator > Logs > Action* with the specific recipe’s modal displayed. - **Trigger log URL:** Redirects to *Automator > Logs > Trigger* with the specific recipe’s modal displayed. - **Trigger completion date** ## **Setting up error notification recipes** Configuring error notification recipes is the same as configuring any other kind of Automator recipe. Simply navigate to **Automator > Add new recipe** and select any one of the three recipe triggers we outlined above. To get started, you can use any of these Automator recipe templates: 1. [**When a recipe completes with errors a certain number of times, send an email to the site admin**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-errors-a-certain-number-of-times-send-an-email-to-the-site-admin/) 2. [**When a recipe completes with errors a certain number of times, send a Slack message to a user**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-errors-a-certain-number-of-times-send-a-slack-message-to-a-user/) 3. [**When a recipe completes with errors a certain number of times, send a WhatsApp message to a user**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-errors-a-certain-number-of-times-send-a-whatsapp-message-to-a-user/) 4. [**When a recipe completes with errors a certain number of times, send a direct Discord message to a member**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-errors-a-certain-number-of-times-send-a-direct-discord-message-to-a-member/) 5. [**When a recipe completes with a specific status, send an email to the site admin**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-a-specific-status-send-an-email-to-the-site-admin/) 6. [**When a recipe completes with a specific status, send a Slack message to a user**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-a-specific-status-send-a-slack-message-to-a-user/) 7. [**When a recipe completes with a specific status, send a WhatsApp message to a user**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-a-specific-status-send-a-whatsapp-message-to-a-user/) 8. [**When a recipe completes with a specific status, send a direct Discord message to a member**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-a-specific-status-send-a-direct-discord-message-to-a-member/) 9. [**When a user completes a recipe with errors, send an email to the site admin**](https://automatorplugin.com/recipes/when-a-user-completes-a-recipe-with-errors-send-an-email-to-the-site-admin/) 10. [**When a user completes a recipe with errors, send a Slack message to a user**](https://automatorplugin.com/recipes/when-a-user-completes-a-recipe-with-errors-send-a-slack-message-to-a-user/) 11. [**When a user completes a recipe with errors, send a WhatsApp message to a user**](https://automatorplugin.com/recipes/when-a-user-completes-a-recipe-with-errors-send-a-whatsapp-message-to-a-user/) 12. [**When a user completes a recipe with errors, send a direct Discord message to a member**](https://automatorplugin.com/recipes/when-a-user-completes-a-recipe-with-errors-send-a-direct-discord-message-to-a-member/) 13. [**When a recipe completes with errors a certain number of times, create a row in a Google Sheet**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-errors-a-certain-number-of-times-create-a-row-in-a-google-sheet/) 14. [**When a recipe completes with a specific status, create a row in a Google Sheet**](https://automatorplugin.com/recipes/when-a-recipe-completes-with-a-specific-status-create-a-row-in-a-google-sheet/) 15. [**When a user completes a recipe with errors, create a row in a Google Sheet**](https://automatorplugin.com/recipes/when-a-user-completes-a-recipe-with-errors-create-a-row-in-a-google-sheet/) **Article Categories:** Key Resources --- ### [Threads](https://automatorplugin.com/knowledge-base/threads/) **Published:** May 30, 2025 **Author:** Brendan Da Costa **Content:** With Uncanny Automator, you can post to your Threads account whenever there’s activity on your WordPress website. Automatically push new posts from your WordPress blog to your Threads feed, or post links and photos when admins or even regular users perform specific actions on your website. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Threads. If you have [Uncanny Automator Pro](https://automatorplugin.com/pricing/), simply activate your Pro license key to get unlimited usage of the Twitter integration.**Important:** Similar to other social media platforms, Threads imposes rate limits. For a detailed breakdown of Threads’ rate limits and API restrictions, [click here](https://developers.facebook.com/docs/threads/overview/). ## **Connect Threads** Now that you have connected your free Automator account or activated your Pro license key, you’re just a few steps away from integrating your Threads account. 1. [Log in](https://www.threads.com/login) to your Threads account. 2. From your WordPress Admin Dashboard, navigate to **Automator > App integrations > Threads**. [![Uncanny Automator integration settings showing the option to connect a Threads account to enable the "Create a thread post" action.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-app-integrations-threads-1024x772.png "automator-app-integrations-threads")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-app-integrations-threads.png) 3. Automator will prompt you to connect your Threads account. Click **Continue As \[profile name\]**. [![Authorization prompt for connecting Uncanny Automator to Threads, requesting permission to access and display Threads data and optionally post on the user's profile.](https://automatorplugin.com/wp-content/uploads/2025/05/connect-automator-to-threads-account-modal-1024x910.png "connect-automator-to-threads-account-modal")](https://automatorplugin.com/wp-content/uploads/2025/05/connect-automator-to-threads-account-modal.png) ## **Posting to Threads from WordPress** Now that you have connected Automator to your Threads account, posting to Threads from WordPress is simple. To post to Threads from WordPress using Automator, from your WordPress Admin Dashboard, navigate to **Automator > Add new recipe**. Once you’ve selected a recipe type and configured your action, select **Threads** in the *Actions* panel. [![Highlighted app icon grid showing the Threads integration for WordPress in Uncanny Automator, allowing users to automate thread post creation directly from their site.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-threads-integration-wordpress.png "automator-threads-integration-wordpress")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-threads-integration-wordpress.png) From the dropdown list that appears, select **Create a thread post**. [![Uncanny Automator action interface showing the Threads integration, with the option to "Create a thread post"—enabling automated thread publishing from WordPress.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-threads-action-create-a-post-1024x243.png "automator-threads-action-create-a-post")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-threads-action-create-a-post.png) Automator will then present you with a form with two fields, *Content* and *Image URL or Media library ID*. [![Threads integration interface in Uncanny Automator, showing the “Create a thread post” action with fields for post content and an optional image URL or media library ID.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-threads-action-content-and-media-url-1024x990.png "automator-threads-action-content-and-media-url")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-threads-action-content-and-media-url.png) You can use a combination of static text and tokens to fill out these fields. To learn more about using tokens in your Automator recipes, [click here](https://automatorplugin.com/knowledge-base/managing-tokens/). ## **Best Practices and troubleshooting** Now that you’ve connected your Threads account to your Automator and created a few recipes, you will be able to post directly to Threads from your WordPress website. However, Threads’ [character limits, rate limits, and/or media restrictions](https://developers.facebook.com/docs/threads/overview/) may cause recipes to behave unexpectedly. If a recipe fails to complete as expected, refer to the [recipe logs](https://automatorplugin.com/knowledge-base/using-automator-logs/) and ensure that posts satisfy Threads’ character limits, rate limits, and media restrictions. **Article Categories:** Special Actions --- ### [Dynamic Content](https://automatorplugin.com/knowledge-base/dynamic-content/) **Published:** May 24, 2025 **Author:** Brendan Da Costa **Content:** Uncanny Automator’s **Dynamic Content Addon** empowers users with the ability to display personalized, adaptive content blocks in WordPress. This is content that updates in real-time based on user behavior, preferences, or site-wide activity; no page refresh required! **The Dynamic Content Addon is available with an Automator Pro – Elite license.** With dynamic content, you can tailor what your users see, and when and how they see it, creating more interactive and engaging experiences across your site. The potential use cases are endless. However, to give you an idea of what you can do with this powerful addon, here are some examples: - Real-time sitewide alerts and notifications - RSS feed display - Order status updates - Daily course progress reports, challenges, or unique quizzes - Upcoming event notifications - Leaderboards - Customizable CTAs - Geo-targeted content - Personal AI shopping assistant This is certainly one of Automator’s most powerful features. However if you understand the basics of Gutenberg blocks in WordPress, you won’t have any difficulty integrating dynamic blocks into your WordPress website. Nevertheless, we’ll aim to give you a comprehensive understanding of how this addon works so you can start using it today. ## **What is dynamic content?** Dynamic content refers to website content that changes based on user interaction, preferences, or data. Unlike static content (which remains constant unless edited), dynamic content adapts in real-time, updating existing content or displaying new content altogether. In your own experience, you have likely encountered dynamic content without even realizing it. Sitewide notifications triggered by new purchases, product/service recommendations, or targeted ads are all examples of dynamic content. ## **Types of dynamic content blocks** Automator has two types of dynamic content blocks: “global” and “user”. These content types are exactly as they sound: - **Global content blocks:** These dynamic content blocks are the same for everyone on your WordPress website—they are “shared” by all. Global content blocks are commonly used for features such as sitewide activity streams and RSS feed displays. - **User content blocks:** These dynamic content blocks are for individual logged-in site visitors only. The content in these blocks is only visible to each logged-in user respectively. These types of blocks are commonly used for interactive features that personalize the user experience, such as personal shopping assistants and order status updates. ## **How to create a dynamic content block** Creating a Dynamic Content block is like creating a new page or post. We built them that way to make it easy to manually edit the content of a block (or in the case of a *user*-type block, the default content). 1. From your WordPress Admin Dashboard, navigate to **Automator > Dynamic content blocks**. [![WordPress admin dashboard showing how to access dynamic content for WordPress using the Uncanny Automator plugin. The Automator menu is expanded, and the “Dynamic content blocks” option is highlighted, guiding users to manage personalized content elements.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-dynamic-content-blocks-1024x774.png "automator-dynamic-content-blocks")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-dynamic-content-blocks.png) 2. Click **Add new dynamic content block**. [![Uncanny Automator admin page for managing dynamic content for WordPress. The page displays an empty list of content blocks with a highlighted “Add new dynamic content block” button.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-add-new-dynamic-content-block-1024x775.png "automator-add-new-dynamic-content-block")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-add-new-dynamic-content-block.png) 3. Automator will present you with an editor that looks and functions just like Gutenberg. Begin by naming your dynamic content block, then select a block type, and insert a block. For example, we’re building an “Order Status” block to display on a user’s account page. [![Editor view in WordPress showing how to create dynamic content for WordPress using Uncanny Automator. The user names the block “Order Status Updates,” selects “User” as the content type, and adds a content block, enabling personalized updates for logged-in users.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-dynamic-content-block-editor-1024x777.png "automator-dynamic-content-block-editor")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-dynamic-content-block-editor.png) ## **How to use a dynamic content block** Once you have saved your dynamic content block, you can embed it within any WordPress page or post (or product or course or event, etc.) using either **the shortcode** (navigate to *Automator > Dynamic content blocks > All*) or the regular **block selector** within the page/post editor. [![Selection of an Automator Dynamic Content Block within a Gutenberg page.](https://automatorplugin.com/wp-content/uploads/2025/05/selecting-automator-dynamic-content-block-in-page-editor.gif "selecting-automator-dynamic-content-block-in-page-editor")](https://automatorplugin.com/wp-content/uploads/2025/05/selecting-automator-dynamic-content-block-in-page-editor.gif) Once the block is embedded on a page, it will display the content of that block, including real-time updates—no page refresh required. ## **How to automatically update dynamic content blocks with recipes** Once you have created your dynamic content blocks and included them in your desired page(s) and/or post(s), you can use them in [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/). 1. Create a new by navigating to **Automator > Add new recipe**. 2. Name your recipe and select a trigger. For example, as we are building an “Order Status” feature, the trigger we have selected is **Woo > A user’s order status changes to a specific status**. 3. Once you’ve configured your trigger, in the *Actions* panel, select **Dynamic content**. [![Automator integration grid. The user has selected the “Dynamic content” integration, illustrated by creating a red outline around it.](https://automatorplugin.com/wp-content/uploads/2025/05/automator-dynamic-content-integration-1024x715.png "automator-dynamic-content-integration")](https://automatorplugin.com/wp-content/uploads/2025/05/automator-dynamic-content-integration.png) Automator has five (5) Dynamic content actions. We will explain them all in detail in the next section. For now, we have selected the action **Update a dynamic content block for the user**. 4. Automator will prompt you to select the *Block* as well as the *Mode*. There are two modes: “Replace” and “Append”. 1. “**Replace**” mode will delete any content that was previously in the dynamic block and insert the new content in its place. 2. “**Append**” mode will leave the existing content in the dynamic block unchanged and simply add the new content at the end. 5. The *Content* field is where you can include the content for the user. For example, an order status update might look something like this: [![Automator tokens for “Order ID”, “Order status” and “Current date and time” within the editor for a dynamic content block for WordPress to create an order status update feed.](https://automatorplugin.com/wp-content/uploads/2025/05/order-status-update-tokens-922x1024.png "order-status-update-tokens")](https://automatorplugin.com/wp-content/uploads/2025/05/order-status-update-tokens.png) 6. **Save** your action and complete your recipe by toggling the recipe from **Draft** to **Live**. To add media to a dynamic content block, refer to the section, “**[Including media in dynamic blocks](#dynamic-media-block)**”. ## **Dynamic content actions explained** As previously stated, Automator has five (5) actions associated with the Dynamic Content Addon. These five actions enable all types of dynamic content features. As a general rule, “Global” dynamic content blocks will not appear in the selection of blocks for actions that are specific to users. Similarly, “User” dynamic content blocks will not appear in the selection of blocks for actions that are global. If you don’t see the block you want to update in the action, check that you’re using the action that matches the type of block you want to update. **For “User” blocks:** - **Clear a dynamic content block for a specific user:** Remove the content from any individual user’s dynamic block. Identify the user with their User ID. You might use this action when resetting a user’s account or session history. Once the block is cleared for a user, that user will see the block’s default content (whatever content you added to the block when you created it). - **Clear a dynamic content block for the user:** Remove the content from the dynamic block of the specific user who triggered the recipe. The block will then display its default content to that user. - **Update a dynamic content block for a specific user:** Append or replace the content within any user’s dynamic block. Identify the user with their User ID. You might use this action to notify group leaders and different types of site contributors. - **Update a dynamic content block for the user:** Append or replace the content within the dynamic block of the user who triggered the recipe. This will probably be the most common action that you use, as it allows for the most personalization. You might use this action to give your site visitors curated content feeds, product recommendations, an AI-powered shopping assistant, and more. **For “Global” blocks:** - **Update a global dynamic content block:** Append or replace the content within a sitewide dynamic block that all site visitors can see. You might use this action for creating a sitewide activity stream, running a stock ticker, announcing site updates, and more. ## **Including media in dynamic blocks** You can include images, videos, and other types of media content in a dynamic content block. To do this you can simply insert the content (image, video, etc.) directly into the action’s *Content* field. However, if you want to dynamically insert content using tokens, this requires some basic HTML. **To include an image via an image URL token**, enter the following html code into the “Code” editor of the content section of your Dynamic Content action: ``` ``` Replace {URL} with the token containing the URL of the image. **To include a video** via a video URL token, enter the following html code into the “Code” editor of the content section of your Dynamic Content action: ``` ``` Replace {URL} with the token containing the URL of the video. **To include a YouTube video** via a URL token, you can use the “YouTube Embed” block when creating the dynamic content block. [![WordPress editor showing a dynamic content block with a YouTube embed selected and block type set to Global.](https://automatorplugin.com/wp-content/uploads/2025/05/youtube-embed-block-1024x599.png "youtube-embed-block")](https://automatorplugin.com/wp-content/uploads/2025/05/youtube-embed-block.png) For advanced use cases (formatted multi-media RSS feeds, leaderboards, etc.), you’ll need to format and style the content with HTML and CSS. If you can write basic HTML, or prompt AI to write it for you, the possibilities are truly endless. As we learn how customers are using Dynamic Content blocks, we may create some easier ways to display different types of content, including media. ## **Troubleshooting and Frequently Asked Questions** **Can I manually edit the content within dynamic blocks?** Yes, you can always manually edit the content of a dynamic block by navigating to **Automator > Dynamic content blocks** from your WordPress Admin Dashboard. The content that you enter into the dynamic block will update in real-time on your website. All users and visitors will immediately see any updates made to *global* content blocks. When you update the content of a *user* block from **Automator > Dynamic content blocks**, you’re updating the default content of that block, which is shown to logged-out users as well as all users for which user-specific content has not been set. **How do I reset the content of a dynamic block?** You can reset the content of any dynamic block manually by navigating to **Automator > Dynamic content blocks** from your WordPress Admin Dashboard. Alternatively, you can use an Automator recipe with the action “Clear a dynamic content block for a specific user” or “Clear a dynamic content block for the user”. To remove the content from a global block, you can either do this manually or select “Replace” in an Automator recipe and include an empty message. **Can I use tokens in my dynamic content?** Yes, you can include any available tokens in your dynamic content action. **What happens if a user doesn’t have any content to be displayed in a dynamic block?** If a user doesn’t have any content to be displayed in a dynamic block, the block will show the default content (whatever content has been manually added to the block at **Automator > Dynamic content blocks**). **Can I embed other blocks within a dynamic content block?** Yes! You can manually add blocks to a Dynamic content block at **Automator > Dynamic content blocks.** If you know how to create [block markup](https://developer.wordpress.org/block-editor/getting-started/fundamentals/markup-representation-block/), you can also add blocks using Automator actions. **Can I embed dynamic content blocks within other blocks?** There is no way to include a dynamic content block within another block, unless the other block type supports adding sub-blocks.. However, you can still use Automator’s dynamic content blocks anywhere on your WordPress website or within any elements on posts/pages that support shortcodes. **Article Categories:** Dynamic Content Addon --- ### [Discord](https://automatorplugin.com/knowledge-base/discord/) **Published:** February 21, 2025 **Author:** Curtis Krauter **Content:** With Uncanny Automator’s Discord integration, you can supercharge your workflows by connecting your WordPress site to your Discord servers. Automate actions and streamline communication between your site and Discord members, all directly from your WordPress admin dashboard. Whether you’re managing a community, running a business, or creating an engaging learning experience, this integration offers powerful tools to save you time and effort. Here are some of the things you’ll be able to do: - Send messages to specific channels or directly to Discord members. - Manage roles by assigning or removing them from members. - Add, update, or remove members from your server or channels. - Create new channels to organize your server. - Invite new members to join your server via email. And much more! Designed to grow with your needs, the integration provides the flexibility to adapt as your workflows evolve. --- ## Get started with the Uncanny Automator Discord Integration. --- ### **1. Enable Uncanny Automator** Install and activate [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) from your WordPress site’s plugin page. ![Install Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2025/01/install-uncanny-automator-1024x532.png)--- ### **2. Connecting to Discord** From your **WordPress Admin** dashboard main menu navigate to : 1. Automator 2. App integrations 3. Discord 4. Click on the button at the bottom labeled **“Connect Discord account”** to authorize Discord and retrieve your server list ![](https://automatorplugin.com/wp-content/uploads/2025/01/discord-settings-page-connection-1024x552.png)--- ### **3. **Connecting Discord Servers**** Once connected successfully you will see a list of your currently available Discord Servers. You will have the option to either : **Connect server** – This will ask you to Authorize the **Uncanny Automator Bot** and install it to your server to perform your recipe actions. or if already connected : **Disconnect server** – This will remove the **Uncanny Automator Bot** from your server and will no longer be available for recipe actions. ![Uncanny Automator connecting Discord Servers](https://automatorplugin.com/wp-content/uploads/2025/01/discord-settings-page-server-connection-1024x419.png)--- ### **4. **User Discord Verification**** To fully automate your WordPress users for use within Discord actions that require selecting a Member (such as sending direct messages or managing roles), you’ll need to have your users verify their Discord accounts first. This is done using a simple shortcode that you may add to any page or post on your site. The shortcode will display a **“Verify Discord Account”** link to logged-in users. When clicked, it will: - Open Discord’s OAuth authorization page - Allow the user to verify their account - Capture their Discord Member ID - Save it to their WordPress user account - Display a success message once verified To add the verification button to your site, simply use this shortcode: ``` [automator_discord_user_mapping] ``` You may customize the shortcode with these optional parameters: - **label** : Customize the button text (default: “**Verify Discord Account**”) - **css\_class** : Add custom CSS classes to the button (default: “**uap-discord-user-mapping-button**”) - **verified\_message** : Customize the success message (default: “**Your Discord account is verified.**”) - **error\_message** : Customize the error message (default: “**Unable to verify Discord account. Please try again.**”) Example with custom parameters: ``` [automator_discord_user_mapping label="Connect Discord" verified_message="Your Discord account is now connected!" error_message="Unable to connect Discord account. Please try again."] ``` Once a user has verified their Discord account, their Discord Member ID will be saved to their WordPress user account with the meta key **automator\_discord\_member\_id**. This ID may then be used in your recipes when selecting Discord members for actions. **Note**: The verification button will only be shown to logged-in users who haven’t already verified their Discord account. If a user has already verified their account, they’ll see a success message instead. --- ### **5. **Discord Dynamic Member ID**** To use the verified Discord Member ID in your recipes: ![Discord Dynamic Member ID](https://automatorplugin.com/wp-content/uploads/2025/05/discord-dynamic-member-id-1024x541.png)- In the **Member dropdown**, select “**Use a token/custom value**” - Click the **asterisk (\*)** button on the right side. Select **Advanced** → **User meta** Enter the meta key: **automator\_discord\_member\_id** This will dynamically pull the verified user’s Discord Member ID from the user’s WordPress account when the recipe runs, allowing you to target the correct Discord member for your action. **Article Categories:** Special Actions --- ### [WhatsApp](https://automatorplugin.com/knowledge-base/whatsapp/) **Published:** August 23, 2022 **Author:** Ken Young **Content:** ## Introduction Uncanny Automator features the only WhatsApp integration available anywhere that gives you full access to the WhatsApp Cloud API with no added transaction fees. Unlike the various WhatsApp chat plugins available for WordPress that require users to initiate messages and for you to respond manually to every message, it enables you to send direct, business-initiated messages, message templates, and automatic responses to your users based on actions they take on your site such as making a purchase, joining a group, completing a course, receiving comments on their articles, and much, much more. It even provides tools to handle opt-ins and dynamic variables in message templates! ## **Setting up WhatsApp on your WordPress site with Uncanny Automator** As this is a very powerful integration that integrates directly with the Cloud API, setup is a bit more involved than a typical integration, so you can expect to spend about 30 minutes on the process. Here’s an overview of the steps: 1. Create a Business app on developers.facebook.com 2. Add the WhatsApp product to your new Business app 3. Connect Uncanny Automator to your Business app 4. Add a Webhook to your Business app 5. Add a phone number to your Business app These instructions assume that you already have a [Facebook account.](https://www.facebook.com/help/188157731232424) ### **1 – Create a Business app on developers.facebook.com** You’ll first need to create a *Business app* on Meta for access to Facebook services, including WhatsApp. **To create a Business app:** 1. Go to [developers.facebook.com](https://developers.facebook.com). If you’re not already logged in, click **Log in** in the top right. (Note: You may need to register as a developer if you haven’t already. Don’t worry—it’s free and easy. Simply click **Get started** in the upper right-hand corner.) [![Meta for Developers homepage with icons for Facebook, Instagram, WhatsApp, and a red arrow pointing to the “Get Started” button.](https://automatorplugin.com/wp-content/uploads/2022/08/developers.facebook.com-get-started-1024x612.png "developers.facebook.com-get-started")](https://automatorplugin.com/wp-content/uploads/2022/08/developers.facebook.com-get-started.png) 2. Click **My Apps** in the top right. [![Meta for Developers homepage with a red label over the browser address bar showing "developers.facebook.com" and another over the "My Apps" button.](https://automatorplugin.com/wp-content/uploads/2022/08/developers.facebook.com-my-apps-1024x819.png "developers.facebook.com-my-apps")](https://automatorplugin.com/wp-content/uploads/2022/08/developers.facebook.com-my-apps.png) 3. Click **Create app**. [![Meta Developer dashboard showing the "Apps" section with a highlighted green "Create App" button in the upper right corner. A red arrow points to the button.](https://automatorplugin.com/wp-content/uploads/2022/08/create-meta-app-1024x678.png "create-meta-app")](https://automatorplugin.com/wp-content/uploads/2022/08/create-meta-app.png) 4. You may see a modal appear for developing apps with “use cases”. You can exit this modal. Next, create an “App name”. For example, we have named our app “Automator”. After naming your app, click **Next**. [![Meta developer dashboard showing the "Create an app" screen, with the app name field filled in as "Automator" and highlighted by a red arrow.](https://automatorplugin.com/wp-content/uploads/2022/08/create-an-app-app-name-1024x469.png "create-an-app-app-name")](https://automatorplugin.com/wp-content/uploads/2022/08/create-an-app-app-name.png) 5. Under the *Use Cases* tab, select **Other** and click **Next**. [![Meta developer dashboard showing the "Add use cases" step of app creation, with the "Other" option selected at the bottom. A note indicates this option uses the old experience and allows choosing from all available permissions, features, and products.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-an-app-use-cases-other-1024x760.png "meta-create-an-app-use-cases-other")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-an-app-use-cases-other.png) 6. Choose *Business* then click **Next**. ![Meta developer dashboard showing the "Select an app type" screen. The "Business" option is selected, allowing the creation or management of assets like Pages, Events, Groups, Ads, Messenger, WhatsApp, and Instagram using business permissions and features.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-an-app-type-business-1024x397.png "meta-create-an-app-type-business") 7. Fill out the required fields. Leave the *Business Account* field empty, or select an associated Business Account if desired. Click **Create app**. [![Meta developer dashboard showing the final step of app creation. The app name is set to "Automator," an email contact is provided, and the optional business portfolio dropdown is left unselected.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-app-details-1024x494.png "meta-create-app-details")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-app-details.png) ### **2 – Add the WhatsApp product to your Business app** Your app can be used to access multiple Meta services. In this article, we’ll add the *WhatsApp product* to your new app. **To add the WhatsApp product to your Business app:** 1. In the *Add products to your app* screen. Select **WhatsApp** and click **Set up**. [![Meta dashboard showing app product options with WhatsApp integration highlighted.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-add-products-to-your-app-1024x622.png "meta-add-products-to-your-app")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-add-products-to-your-app.png) 2. Create a new *Meta Business Account* or select an existing account. You will see a *Getting started* screen with technical details of your app. [![WhatsApp Business Platform API setup screen prompting the user to select a business portfolio and agree to Meta’s terms before continuing.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-app-business-portfolio-779x1024.png "meta-create-app-business-portfolio")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-app-business-portfolio.png) ### **3 – Add a phone number to your Business app** To begin sending messages from WhatsApp, you’ll need to add a phone number. **To set up a phone number:** 1. In the *Quickstart* screen, click **Start using the API**. [![WhatsApp Business Platform Quickstart screen with a highlighted “Start using the API” button under API Setup, guiding users to begin integrating the Cloud API.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-app-api-setup-1024x553.png "meta-app-api-setup")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-app-api-setup.png) 2. Under the *API Setup*, use the *Test number* or click **Add phone number**. [![WhatsApp Business API setup screen showing a test number selection dropdown, with an arrow pointing to the “Add phone number” option for sending and receiving messages.](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-test-number-add-phone-number-1024x526.png "whatsapp-test-number-add-phone-number")](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-test-number-add-phone-number.png) 3. Create a WhatsApp Business profile then click **Next**. [![Form to create a WhatsApp Business profile showing fields for display name, timezone, category, and an optional business description. The "Next" button is highlighted.](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-business-profile-1024x664.png "whatsapp-business-profile")](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-business-profile.png) 4. Enter a phone number to use with WhatsApp. You will need to register a number that’s not already associated with a WhatsApp account. If you want to use a number that’s already associated with a WhatsApp account, you will need to [migrate the number to your business account](https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/migrate-existing-whatsapp-number-to-a-business-account/) (login required). Click **Next** to verify your number via text or phone call. [![Form to add a phone number for WhatsApp business account, showing country code, phone number, and verification method options including ‘Text message” and “Phone call”.](https://automatorplugin.com/wp-content/uploads/2022/08/add-number-for-whatsapp-business-1024x436.png "add-number-for-whatsapp-business")](https://automatorplugin.com/wp-content/uploads/2022/08/add-number-for-whatsapp-business.png) 5. Click **Generate access token** and follow the prompts in the modal that appears. [![The API Setup section under Quickstart on the Meta platform, showing an empty "Access Token" field with a blue "Generate access token" button highlighted by a red arrow. A "Copy" button is also visible next to the input field.](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-api-generate-access-token-1024x175.png "whatsapp-api-generate-access-token")](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-api-generate-access-token.png) (Note: This access token will be valid for 24 hours only. We will show you how to create a permanent access token.) ### **4 – Connect Uncanny Automator to your Business app** Uncanny Automator needs some information about your Business app to send messages via WhatsApp. **To connect Uncanny Automator to your Business app:** 1. From your WordPress Admin Dashboard, navigate to **Automator > Settings > App Integrations > WhatsApp**. 2. On the *Getting started* screen of your Business app, copy and paste these three pieces of information into your Uncanny Automator WhatsApp settings: - **Access token** - **Phone number ID** - **WhatsApp Business Account ID** [![Quickstart screen for API setup above Automator WhatsApp settings fields, showing copy and paste instructions for placing access token, phone number ID, and WhatsApp Business Account ID.](https://automatorplugin.com/wp-content/uploads/2022/08/copy-whatsapp-api-credentials-to-automator-1024x874.png "copy-whatsapp-api-credentials-to-automator")](https://automatorplugin.com/wp-content/uploads/2022/08/copy-whatsapp-api-credentials-to-automator.png) 3. On your WordPress site, click **Connect WhatsApp Account**. You should see the message: Your test account “\[Account name\]” has been connected successfully! [![WhatsApp integration settings showing fields for phone number ID, business account ID, webhook URL, and verification token, with the Automator account successfully connected.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-app-connected-to-automator-1024x852.png "meta-app-connected-to-automator")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-app-connected-to-automator.png) ### **5 – Add a webhook to your Business app** A webhook enables Uncanny Automator to receive message confirmations from WhatsApp. This enables Automator to confirm whether messages were sent successfully, as well as automatically respond when certain conditions are met (e.g. send an opt-in request when a message was not delivered because the user has not opted-in to receive communications from your business). **To set up the webhook:** 1. From your *Meta Business app*, in the left menu, navigate to **WhatsApp > Configuration**. 2. Return to the *WhatsApp settings* page in Automator. 3. **Copy and paste** these two pieces of information into your WhatsApp webhook settings: - **Callback URL** - **Verify token** [![WhatsApp webhook configuration screen in Meta's developer dashboard, showing where to paste the Automator webhook URL and verify token for API integration.](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-webhook-configuration-1024x568.png "whatsapp-webhook-configuration")](https://automatorplugin.com/wp-content/uploads/2022/08/whatsapp-webhook-configuration.png) 4. Click **Verify and save**. 5. Under *Webhook fields*, scroll down to “messages” and switch the toggle to **Subscribed**. That’s it! You will now be able to send and receive messages via Uncanny Automator. ## **Generating a Permanent Access Token** The steps above are a quick way to get started with WhatsApp on your WordPress site. The temporary access token generated in Step 2 is only valid for 24 hours. When you’re ready to go live, you’ll need to generate a permanent access token. Meta uses *System Users* to provide permanent access tokens to their services. So you’ll need to add a System User to your *Business Manager* account, then use that System User’s access token for permanent access. **To add System Users to your Business Manager account and generate a permanent access token:** 1. Go to [Business Settings](https://business.facebook.com/settings). 2. Below *Users*, click **System Users**. 3. Click **Add**. [![Meta Business Settings interface showing how to add a new system user by selecting “System users” from the sidebar and clicking the blue “+ Add” button.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-add-system-users-1024x465.png "meta-add-system-users")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-add-system-users.png) 4. Give a name to the system user and choose **Admin**. Then click **Create System User**. [![Meta interface for creating a system user, showing input fields for the system user name and role selection.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-system-user-1024x757.png "meta-create-system-user")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-create-system-user.png) 5. Click **Assign assets**. In the modal that appears, select **Apps > \[App Name\] > Full control**. [![Meta Business Manager interface showing the process of assigning full control permissions to a system user for the "Automator" app.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-business-assign-assets-to-user-1024x648.png "meta-business-assign-assets-to-user")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-business-assign-assets-to-user.png) 6. At the top of the screen, next to the user, click **Generate token**. [![Meta Business Settings interface showing a system user with admin access selected. A red arrow points to the “Generate token” button, which is used to create an access token for the selected system user.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-user-generate-token-1024x284.png "meta-user-generate-token")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-user-generate-token.png) 7. In the modal that appears, select an app, expiration period for the token, and permissions. The permissions must be: “**whatsapp\_business\_management**” and “**whatsapp\_business\_messaging**”. Click **Generate token**. [![Meta Developer portal showing the "Generate token" step. The user has selected permissions whatsapp_business_messaging and whatsapp_business_management to grant the app access for managing and sending WhatsApp messages.](https://automatorplugin.com/wp-content/uploads/2022/08/meta-user-token-permissions-1024x736.png "meta-user-token-permissions")](https://automatorplugin.com/wp-content/uploads/2022/08/meta-user-token-permissions.png) 8. **Copy** your token. ### **Using the permanent access token** To switch to the new access token, you’ll need to disconnect and reconnect with the new token. 1. From your WordPress Admin Dashboard, navigate to **Automator > Settings > App integrations > WhatsApp**. 2. Click **Disconnect**. 3. **Paste** the permanent access token into the *Access token* field, and enter the same *Phone number ID* and *Whatsapp Business Account ID* as before. ## **Using Uncanny Automator to send WhatsApp messages from your WordPress site** Uncanny Automator can be used to send messages when users complete actions on your site, such as registering, making a purchase, completing a course, joining a group, receiving a private message, receiving a comment on their blog post, and many, many other supported triggers. Here are the WhatsApp triggers and actions supported by Uncanny Automator: - **Trigger:** A message is received - **Trigger:** A message to a recipient is not delivered because they have not opted in - **Trigger:** A message to a recipient was not delivered - **Trigger:** A message to a recipient is set to a specific status - **Action:** Send a WhatsApp message to a number - **Action:** Send a WhatsApp message template to a number Meta enforces a very strict policy regarding sending messages to users. It can be summarized as follows: - You may only send approved message templates to users who have not opted-in for communications from your business. These message templates can cover many scenarios such as product purchase confirmations, activity updates, marketing messages and more. These message templates are subject to WhatsApp platform fees (paid directly to WhatsApp). - Once a user has opted-in (by responding to a message template), you may send message templates or regular messages over the next 24-hour period. These messages/message templates are not subject to WhatsApp platform fees. - After 24-hours since the last message received from the user, you are again limited to sending only approved message templates to the user, and these messages are subject to WhatsApp platform fees. [Click here for the full policy](https://www.whatsapp.com/legal/business-policy/). ### **Messages vs. message templates** Given how the WhatsApp business policy is designed, you will typically use the action *Send a WhatsApp message template to a number*, since non-template messages will be rejected if the user has not opted-in (by responding to a message template). **Message templates are set up directly on the WhatsApp platform and must be approved by WhatsApp before they can be sent.** When you use the *Send a message template to a number action*, you can populate pre-defined dynamic variables in the message template with Uncanny Automator using tokens. Tokens can include things like product names, private messages, comments, course names, or anything else you want to include in your message based on the action the user took on your site. Creating *WhatsApp message templates* goes beyond the scope of this article, but Meta offers their own comprehensive documentation on this feature. [Click here to learn how to set up WhatsApp message templates](https://www.facebook.com/business/help/2055875911147364?id=2129163877102343).Once the user has opted-in by responding to a message template, you can use the *Send a message to a number* action to automatically send any desired response to the user. ### **Example 1 – Sending a purchase confirmation message** A common use of WhatsApp could be to send an order confirmation and thank you message when a customer makes a purchase through WooCommerce. Here’s an example of how this could be set up: 1. Create a *WhatsApp message template* for the purchase confirmation message. Example: “{First name}, thank you for your purchase of {product name}! Would you like to receive a coupon code valid for 10% off your next order? Reply “10COUPON” now!” - **Create two recipes:** - Recipe 1 - **Trigger:** A user pays for an order with {a product} - **Action:** Send {thank you for your order} message template to the user - Recipe 2: - **Trigger:** A message is received - **Condition:** If the message = “10COUPON” or “10coupon” - **Action:** Send {a message} to {the sender’s number} (that includes the 10% off coupon code) ### **Example 2 – Forwarding article comments to authors via WhatsApp** Another use could be to send comments to blog post authors in real-time, with a link to view the comment. Here’s how this automation could be set up: 1. Create a *WhatsApp message template* for the comment message. Example: “Your article has received a new comment! Comment: {comment} Tap to view the comment: {comment URL}” - **Create a recipe:** - Trigger: A user’s post receives a comment - Action: Send {post comment} message template to the user These examples are really just the tip of the iceberg. We’re excited to see how users create interactive automated workflows with this powerful integration! **Note:** Starting April 1 2023, users on the free tier of WhatsApp Business can only respond to user-initiated conversations. If you want to use business-initiated conversations after April 1 2023, you will need to add a payment method. [Learn more about free tier conversations.](https://developers.facebook.com/docs/whatsapp/pricing/#free-tier-conversations) **Article Categories:** Special Actions, Special Triggers --- ### [Formatter](https://automatorplugin.com/knowledge-base/the-formatter-action/) **Published:** May 24, 2023 **Author:** Ryan Moore **Content:** Built into Uncanny Automator rather than being an integration with a third party product, the Formatter action allows you to manipulate **dates**, **text** and **numbers** inside your recipes. The formatter can accept text or tokens as input, run formatting operations against the value and output the record in your choice of formats. Here’s an example of the formatter action in use to convert a token passed in from a Gravity Form that contains a date in a text format. In this case, the action is able to recognize the format (we strongly recommend allowing Automator to recognize the date format on its own) and we’re choosing to output the date value as a timestamp. ## [![Uncanny Automator Formatter Action](https://automatorplugin.com/wp-content/uploads/2023/05/Uncanny-Automator-Formatter-Action-1024x729.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Uncanny-Automator-Formatter-Action.png) ## Supported output formats The Automator Formatter integration supports converting dates, numbers and text into other formats. Included below is a complete list of output options for each of the 3 Formatter actions. ### Time output formats Any value in some type of date structure can be converted into the formats: 1. Mmm DD, YYYY 2. MM/DD/YYYY 3. MM/DD/YY 4. DD/MM/YY 5. DD/MM/YYYY 6. ISO 8601 7. RFC 2822 8. Unix timestamp 9. The day of the month (from 01 to 31) 10. A textual representation of a day (three letters) 11. The day of the month without leading zeros (1 to 31) 12. A full textual representation of a day 13. Simple time (12 hour format) 14. Time with seconds (12 hour format) 15. Simple time (24 hour format) 16. Time with seconds (24 hour format) 17. Timezone offset in seconds 18. Timezone abbreviation 19. Difference to Greenwich time (GMT) in hours:minutes 20. Difference to Greenwich time (GMT) in hours 21. Whether the date is in daylights savings time (1 if Daylight Savings Time, 0 otherwise) 22. The ISO-8601 numeric representation of a day (1 for Monday, 7 for Sunday) 23. A full textual representation of a month (January through December) 24. A numeric representation of a month (from 01 to 12) 25. A short textual representation of a month (three letters) ### Text output formats The following conversion options are available for text inputs: 1. Uppercase 2. Lowercase 3. Title case 4. Capitalize first letters in words 5. Escape HTML 6. Remove HTML 7. Trim spaces around the string 8. Shuffle 9. Reverse 10. Slugify 11. Character count 12. Word count 13. md5 hash 14. sha256 hash 15. Nonce create 16. URL encode 17. URL decode 18. Extract Email address 19. Extract URL 20. Remove spaces ### Number output formats The following transformations can be performed on number inputs: 1. Round to integer 2. Round to one decimal place 3. Round to two decimal places 4. Currency English notation (1,234.56) 5. Currency French notation (1 234,56) 6. Currency with dot decimals (1 234.56) 7. Round down (floor) 8. Round up (ceil) 9. Is even (returns 1 for even values, 0 for odd) 10. Default zero (replace empty value with zero) ## Using formatted data in a recipe Input values that are converted to another format using the Formatter are available for use in recipes as [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/#action-tokens). Suppose we want to take a value entered in an “Mmm DD, YYYY” format in a form, add 1 full day (24 hours) to it, then store the calculated value back to a user meta record in the original date format. The process to do that would look like this: 1. First, we need to take the entered date value from the form (using a trigger token) and converted it into a timestamp. Why a timestamp? Because as an integer, we can perform math operations to add 24 hours to the value. The action would look like this: [![Convert a date with Automator Formatter](https://automatorplugin.com/wp-content/uploads/2023/05/Convert-a-date-with-Automator-Formatter.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Convert-a-date-with-Automator-Formatter.png) 2. Now we want to add 1 day to the returned value. To do that, we can use the [Calculation token](https://automatorplugin.com/knowledge-base/calculations-math-equations/) inside the second Formatter action’s input field. Notice how we’re using the output of the Formatter as a token, adding 86400 to it (1 day/24 hours in seconds, since the timestamp is a value in seconds), then passing the calculated value to the formatter. [![Convert timestamp](https://automatorplugin.com/wp-content/uploads/2023/05/Convert-timestamp.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Convert-timestamp.png) 3. Finally, we’ll save the reformatted value in a user meta key we’ll call modified\_submission\_date, which uses the output of the second Formatter: [![Save modified submission date](https://automatorplugin.com/wp-content/uploads/2023/05/Save-modified-submission-date.png)](https://automatorplugin.com/wp-content/uploads/2023/05/Save-modified-submission-date.png) Now, when the form is submitted, the date will be converted, 1 day will be added, and the updated date record will be stored in user meta in the original format. **Article Categories:** Special Actions --- ### [RSS](https://automatorplugin.com/knowledge-base/rss-2/) **Published:** April 11, 2025 **Author:** Brendan Da Costa **Content:** The RSS integration gives Automator users the ability to process content from external RSS feeds and incorporate it into their existing WordPress workflows. This integration is available in Uncanny Automator Pro 6.3 or later. Additionally, using the RSS integration requires some familiarity with [Post Loops](https://automatorplugin.com/knowledge-base/post-loops/) and the [Run now](https://automatorplugin.com/knowledge-base/run-now/) integration. ## **What is RSS?** RSS (Really Simple Syndication) is a web feed format used to publish frequently updated information, such as blog posts, news headlines, or multimedia content. RSS feeds allow applications to retrieve updates from websites in a consistent, structured format. Many content platforms—including WordPress blogs, YouTube channels, podcasts, and social media profiles—offer RSS feeds that include the latest published items. With Automator’s RSS integration, you can pull in that content and use it to drive your WordPress automations. ## **Using the “Process an RSS feed” trigger** **Note: The RSS trigger is only available in *Everyone* recipes. This trigger will automatically change the recipe to *Run now* and create a *Token Loop* for actions. Additionally, the “Process an RSS feed” trigger is designed for one-time import of an RSS feed. To monitor an RSS feed for updates, refer to [“Process an RSS feed” action](#rss-feed-action).** Create a new recipe and select the *Everyone* recipe type in the initial modal. Within the recipe editor, click the *RSS feed* integration, and select the “Process an RSS feed” trigger. Automator will then present you with this form: [![Form interface for uploading and processing an RSS feed file, with required fields for data description and file selection, plus an optional item limit input.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-trigger-form-953x1024.png "automator-rss-trigger-form")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-trigger-form.png) By selecting different radials in the *Data source* field of the form, you can choose to either: - upload an XML file (RSS feeds are formatted as XML files) or, - link to a file with a URL (the *File* field will automatically change to a *Link to file* field). In the *Describe data* field, you can include a short description of what you’re processing. For example, if you’re importing an XML file with blog posts, you can call it “Blog Posts”. If you’re linking to the RSS feed of a social media profile, you can call it “John Doe’s Bluesky”. Whatever you enter in this field will appear in the *Live* trigger once you have saved it. If you want to limit the number of items in the RSS feed or XML file that Automator processes, you can enter a value in the *Limit items* field. Leaving this field blank will result in Automator processing the entire feed. A completed trigger might look something like this: [![Completed form for processing an RSS feed, set to import 5 items from a Bluesky profile link titled “John Doe's Bluesky.”](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-trigger-form-completed-992x1024.png "automator-rss-trigger-form-completed")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-trigger-form-completed.png) ## **Using the “Process an RSS feed” action** Configuring the action “Process an RSS feed” is not too dissimilar from configuring the trigger of the same name. The primary difference, however, is that the “Process an RSS feed” action is available for *Everyone* and *Logged-in users* recipes and does not require manually triggering the recipe—it can be [scheduled](https://automatorplugin.com/knowledge-base/schedule/) or triggered by any of Automator’s [other integrations](https://automatorplugin.com/all-triggers-and-actions). Additionally, the “Process an RSS feed” action form includes two additional fields: *Unique titles only* and *Use GUIDs*. **Note: In RSS feeds, GUIDs (Globally Unique Identifiers) are unique identifiers assigned to each item in the feed. Their main purpose is to help RSS readers, like Automator, distinguish between new and previously seen content.** [![RSS feed settings showing “Unique titles only” enabled to avoid duplicate imports by title, and “Use GUIDs” disabled for identifying duplicates.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-action-form-unique-titles-use-guids-fields-1024x684.png "automator-rss-action-form-unique-titles-use-guids-fields")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-action-form-unique-titles-use-guids-fields.png) Both of these additional fields are intended to help Automator identify and skip RSS feed items that have already been processed. **To avoid processing and duplicating RSS feed items**, select “Yes” in the *Unique titles only* field and toggle the *Use GUIDs* to “Yes”. ## **Selecting RSS feed items and elements** Whether you are using the RSS trigger or action, selecting items and data from the RSS feed is the same; you will need to use *Post Loop* tokens. To select a *Post Loop* token, click the *Asterisk* in any given field of an action. In the dropdown list that appears, click *Loop*. A secondary dropdown list will appear with all of the available elements from your chosen RSS feed. [![Token selector panel in an RSS feed automation, showing available loop tokens: media:thumbnail, title, description, link, guid, and pubDate.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-post-loop-tokens-1024x676.png "automator-rss-post-loop-tokens")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-rss-post-loop-tokens.png) [Learn more about *Post Loop* action tokens](https://automatorplugin.com/knowledge-base/post-loops/). ## **How to use RSS feeds on your WordPress website** RSS feeds are extremely versatile and can be used for: - data entry, - content automation, - email marketing and newsletters, - content syndication and aggregation, - content curation, - social media automation, and - monitoring/alerts amongst other use cases. While you can use any of Automator’s actions in conjunction with the RSS integration, the *WordPress Core > Create a post action* offers some of the most flexibility. For example, in the recipe pictured below, we can upload an XML file with nested product information to automatically create products for our ecommerce store. [![Uncanny Automator recipe set to create WordPress blog posts from an RSS feed every Monday at 9:00 AM, using a loop to filter non-empty items and generate new posts from BBC News data.](https://automatorplugin.com/wp-content/uploads/2025/04/create-products-from-rss-feed-upload-recipe-automator-1024x905.png "create-products-from-rss-feed-upload-recipe-automator")](https://automatorplugin.com/wp-content/uploads/2025/04/create-products-from-rss-feed-upload-recipe-automator.png) Or, we can use the same WordPress Core action to create blog posts from a news website’s RSS feed, as in the recipe pictured below. [![Uncanny Automator recipe setup to upload eCommerce products from an RSS feed, using a loop to filter non-empty items and create new WordPress products.](https://automatorplugin.com/wp-content/uploads/2025/04/create-blog-posts-from-rss-feed-link-recipe-automator-1024x899.png "create-blog-posts-from-rss-feed-link-recipe-automator")](https://automatorplugin.com/wp-content/uploads/2025/04/create-blog-posts-from-rss-feed-link-recipe-automator.png) ## **Best practices and troubleshooting** When automating RSS feeds on your WordPress website, there are some tips and tricks to ensure that your automations run smoothly. - **Some RSS feeds limit and/or throttle access.** Unless you know a specific RSS feed’s rate limits and throttling practices, it’s best to set a limit on the number of items to be processed. - **Use** [**filters**](https://automatorplugin.com/knowledge-base/action-filters-conditions/) **to target specific items in a feed.** For example, if you’re processing a news feed, you can use a filter for the “author” token if one is available to only select items from that author. - **Test recipes using reliable/well-known RSS feeds.** Some reliable RSS feeds include [WordPress.org](https://wordpress.org), [NASA.gov](https://nasa.gov), and [BBC.co.uk](https://bbc.co.uk). - **Not all RSS feeds are the same.** Every RSS feed will have different elements within items and will have formatted those elements differently. Always test recipes and use Automator’s OpenAI or Formatter integrations to configure content so it suits your workflows. - **You can find most RSS feeds by entering /rss or /feed after a URL.** While not a rule, you can access the RSS feeds of most websites by simply adding the appropriate extension to the URL. Some websites may have disabled their RSS feed. - **Always follow attribution/fair use guidelines.** Most websites with active RSS feeds, particularly news websites, will have guidelines regarding attribution and fair use. Before activating an RSS automation, make sure that your workflows follow the appropriate guidelines. **Article Categories:** Importing from RSS, CSV, XML or JSON --- ### [Uncanny Automator Dynamic Content Addon Changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-dynamic-content-addon-changelog/) **Published:** April 11, 2025 **Author:** Saad **Content:** ### 1.0.2 \[2025-06-23\] **Fixed:**- Dynamic Content - Resolved an issue where HTML tags were being added to block content by action #12 - Dynamic Integration - Changed hook from `init` to `plugins_loaded` to ensure integration loads correctly --- ### 1.0.1 \[2025-05-13\] **Fixed:**- HTML tags being added to Dynamic content block content by action - No more surprise HTML crashing the block party. #6 - Text domain loading too early compatibility with WP v6.7+ - Now loads at the right time in WP 6.7+. #6 --- ### 1.0 \[2025-04-11\] **New Integration:**- Dynamic Content **New Actions:**- Clear a dynamic content block for a specific user - Clear a dynamic content block for the user - Update a dynamic content block for a specific user - Update a global dynamic content block - Update a dynamic content block for the user **Added:**- Dynamic Content shortcode - `[ua_dynamic_content]` - Dynamic Content Gutenberg Blocks - Dynamic content page under Automator menu **Internal:**- Addon Settings page **Article Categories:** Dynamic Content Addon --- ### [Bluesky](https://automatorplugin.com/knowledge-base/bluesky/) **Published:** April 9, 2025 **Author:** Brendan Da Costa **Content:** With Uncanny Automator’s **Bluesky integration**, you can automatically publish posts to your Bluesky account from your WordPress website. Announce new content, celebrate user milestones, or keep your community updated—without lifting a finger. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with ActiveCampaign. If you have [Uncanny Automator Pro](https://automatorplugin.com/pricing/), simply activate your Pro license key to get unlimited app credits. ## **Connect Bluesky** Once you’ve connected your free account or activated your Pro license key, create or edit a recipe and click on the Bluesky integration. [![Bluesky integration tile in Uncanny Automator’s dashboard, showing a "Not connected" status. This screen allows users to connect Bluesky to WordPress to automate posting and streamline workflows.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-bluesky-integration-not-connected.png "automator-bluesky-integration-not-connected")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-bluesky-integration-not-connected.png) You should see a modal window appear with a link to connect your Bluesky account to Uncanny Automator. [![Connection setup modal in Uncanny Automator showing step 1 completed and prompting the user to connect their Bluesky account. Step 2 instructs users to connect Bluesky to Uncanny Automator to complete the integration process.](https://automatorplugin.com/wp-content/uploads/2025/04/automator-connect-bluesky-account-modal-1024x654.png "automator-connect-bluesky-account-modal")](https://automatorplugin.com/wp-content/uploads/2025/04/automator-connect-bluesky-account-modal.png) Click *Connect account*, which will open a second modal where you can complete the integration with your username and app password. [![Bluesky integration setup screen in Uncanny Automator, displaying step-by-step instructions to obtain a Bluesky App Password and form fields to enter the username and app password to complete the connection.](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-app-integration-page-933x1024.png "bluesky-app-integration-page")](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-app-integration-page.png) First, sign in to your [Bluesky account](https://bsky.app/) and navigate to *Settings > Privacy and security*. [![Bluesky account settings screen highlighting the “Privacy and security” option, which users must select to access App Password settings when connecting Bluesky to Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-account-settings-privacy-and-security-963x1024.png "bluesky-account-settings-privacy-and-security")](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-account-settings-privacy-and-security.png) In the new “Privacy and security” screen, click *App passwords*. [![Bluesky “Privacy and Security” settings page with a red arrow highlighting the “App passwords” option, which is required to connect Bluesky to Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-privacy-and-security-app-passwords-1024x743.png "bluesky-privacy-and-security-app-passwords")](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-privacy-and-security-app-passwords.png) A modal will appear, prompting you to add an app password. [![Bluesky “App Passwords” settings screen with a red arrow pointing to the blue “Add App Password” button, used to authorize third-party apps like Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-add-app-password-1024x355.png "bluesky-add-app-password")](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-add-app-password.png) Enter a unique name—such as “Automator”—and click *Next*. Bluesky will generate a password for the new app. *Copy* that password to your clipboard and click *Done*. [![Bluesky confirmation screen displaying a newly generated app password with a red arrow pointing to the copy icon, used for connecting third-party services like Uncanny Automator.](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-new-app-password-1024x494.png "bluesky-new-app-password")](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-new-app-password.png) (Note: Your App Password will only be shown once. Be sure to save it in a secure location. If lost, you’ll need to create a new one.) Return to the second modal and *paste* the password into the “App Password” field. Enter your Bluesky username in the “Username” field and click *Connect Bluesky account*. [![Bluesky integration setup screen in Uncanny Automator, showing username and app password fields filled in, with a red arrow pointing to the "Connect Bluesky account" button.](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-app-integration-page-username-and-password-899x1024.png "bluesky-app-integration-page-username-and-password")](https://automatorplugin.com/wp-content/uploads/2025/04/bluesky-app-integration-page-username-and-password.png) That’s it! You can now automatically post to Bluesky directly from your WordPress website. Whether you want to notify your audience about new posts, products, or updates you can do it without lifting a finger. ## **Embedding media** Uncanny Automator gives users four options for embedding media in their Bluesky posts; “None”, “Upload media”, “External media”, and “Website”. - **None:** The post will not have any media. - **Upload media:** Select an image/video from your WordPress media library. - **External media:** Using a URL, embed an image/video from websites such as YouTube, Vimeo, and more. You can also use tokens to dynamically select media from your WordPress media library. - **Website:** Paste the URL of a website to embed the website’s social card in your post. ## **Best practices and troubleshooting** Once you’ve successfully connected Uncanny Automator to your Bluesky account, you will be able to post directly from your WordPress website to your Bluesky profile. However, Bluesky’s character limits, rate limits, and/or media restrictions may cause recipes to behave unexpectedly. If a recipe fails to complete, refer to the [recipe logs](https://automatorplugin.com/knowledge-base/using-automator-logs/) and ensure that posts satisfy Bluesky’s character limits and media restrictions: - Posts have a **300 character limit**. - For longer messages, you can post threads by replying to your own post. (Automator does not currently support threaded posts.) - A single post can contain **up to four images**. - **Images** uploaded to Bluesky must be **1MB or smaller**. - **Videos** uploaded to Bluesky must be **3 minutes or less in length**. To keep the platform safe and free from spam, Bluesky enforces rate limits of: - 5,000 points per hour, or approximately 1,666 posts per hour - 35,000 points per day, or approximately 11,666 posts per hour These rate limits are highly unlikely to affect regular or even heavy users. [Click here](https://docs.bsky.app/docs/advanced-guides/rate-limits#:~:text=These%20limits%20shouldn't%20affect%20typical%20Bluesky%20users!&text=But%20they%20will%20affect%20prolific,and%2035%2C000%20points%20per%20day.) to learn more about Bluesky’s rate limits. **Article Categories:** Special Actions --- ### [What are App Credits?](https://automatorplugin.com/knowledge-base/what-are-credits/) **Published:** July 28, 2021 **Author:** Ryan Moore **Content:** Uncanny Automator automates workflows between WordPress plugins like WooCommerce and LearnDash, but also between WordPress and external apps like Google Sheets, Facebook, Slack and more. All [Uncanny Automator Pro](/pricing) plans include unlimited usage of app integrations. But users of the free version of Uncanny Automator aren’t left out of the fun – all registered free users get 250 app credits to try things out and explore how Uncanny Automator’s app integrations can save valuable time and money. ## App credits are for free plugin users To allow free plugin users to try things out, we offer a “credit” system. When a new Automator user creates a free account, they are automatically granted 250 Automator app credits. Each time a recipe passes data to another system, like creating a new row in a Google Sheet or registering someone in a Zoom webinar, it uses 1 app credit. We track used app credits by user account and by WordPress install (so if you use the free version on multiple sites, your 250 free app credits are shared across the sites). The [Pro version of Uncanny Automator](https://automatorplugin.com/pricing/) includes **unlimited** app credits. Users often start on the free version and then upgrade when they realize how much more time they could save with access to the full library of integrations, triggers and actions and unlimited app credits for connecting their site to all of the other apps and services they use. ## Track your app credits The **Automator > Dashboard** page on your site in /wp-admin/ show how many app credits you have used and how many are still available. You can also view your remaining credits on your [App credits page](https://automatorplugin.com/app-credits/). If you need more, you can upgrade at any time unlock unlimited use of app integrations. ![](https://automatorplugin.com/wp-content/uploads/2021/07/automator-app-integrations-1.png) ## Integrations that use app credits App credits are needed for app integrations that connect with third-party services using an API. Typically these are ones where you need to authorize your account with the other provider to connect Uncanny Automator, and they listed under **Automator > App integrations** on your website. Examples of app integrations include the following, but these are representative examples only (as we continuously add new app integrations to Uncanny Automator): - [Facebook Pages](https://automatorplugin.com/knowledge-base/facebook/) - [Google Sheets](https://automatorplugin.com/knowledge-base/google-sheets/) - [Instagram](https://automatorplugin.com/knowledge-base/instagram/) - [Mailchimp](https://automatorplugin.com/knowledge-base/mailchimp/) - [Slack](https://automatorplugin.com/knowledge-base/slack/) - [X/Twitter](https://automatorplugin.com/knowledge-base/twitter/) ## Staging and Development Sites for Pro users All production websites using Uncanny Automator Pro must have a license key activated to unlock unlimited use of app integrations. We do allow use of the Pro plugin on Development and Staging sites, and use of recipes is unlimited on those sites *except* for the App integrations. If you are testing Automator Pro updates in non-live environments and not using one of your site licenses for that testing, app credits will be limited to the 250 provided to sites that don’t have an active Pro license key. **Article Categories:** Getting Started --- ### [Guide: Uncanny Automator for Thrive Automator Users](https://automatorplugin.com/knowledge-base/thrive-automator-migration-guide/) **Published:** April 1, 2025 **Author:** Ken Young **Content:** **Welcome, Thrive Automator users!** If you’re moving from Thrive Automator to Uncanny Automator, this article covers what you need to know. Uncanny Automator is designed to automate **all** of your business processes – marketing, sales, eCommerce, eLearning, event management, reporting, customer support and more – on WordPress and beyond. It saves you time by automating repetitive tasks and saves you the money and hassle of custom development. This frees time and money to reinvest in growing your business. Ready to expand your automation capabilities? This guide will help you seamlessly transition to Uncanny Automator and unlock a world of new possibilities. ### Limited Time Offer Exclusively for Thrive Automator Users To celebrate your transition and help you get started, we’re offering an **exclusive limited-time discount for Thrive Automator users**. From April 2 – May 2, 2025, get **50% off** an **Uncanny Automator Pro – Basic** or **Uncanny Automator Pro – Plus plan**. **[Click here for details!](https://automatorplugin.com/thrive-automator)** ### How do I migrate? While there isn’t an automated migration, we’ve created this guide to make it incredibly easy to recreate your automations and discover even more powerful features in Uncanny Automator. Fortunately, there are many similarities between Thrive Automator and Uncanny Automator. The guide below will familiarize you with the differences between Uncanny Automator and Thrive Automator so you can quickly recreate your automations and explore new ways to automate your business. ## Unlock Enhanced Automation Capabilities with Uncanny Automator ### Key feature comparison The table below compares some of the key feature differences between Thrive Automator, Uncanny Automator (free version) and Uncanny Automator Pro. Thrive AutomatorUncanny Automator (Free)[Uncanny Automator Pro](https://automatorplugin.com/thrive-automator)Integrations[39](https://wordpress.org/plugins/thrive-automator/)163[196](https://automatorplugin.com/integrations/)Triggers~40325[720](https://automatorplugin.com/all-triggers-and-actions/)Actions~40264[530](https://automatorplugin.com/all-triggers-and-actions/)[Multiple Triggers](https://automatorplugin.com/knowledge-base/managing-triggers/)YesYesYes[And/Or Triggers](https://automatorplugin.com/knowledge-base/managing-triggers/)YesYesYesSend emailsNoYesYes[Recurring recipes](https://automatorplugin.com/knowledge-base/schedule/)NoNoYes[Scheduled recipes](https://automatorplugin.com/knowledge-base/schedule/)YesNoYes[Scheduled actions](https://automatorplugin.com/knowledge-base/scheduled-actions/)YesNoYes[Incoming webhooks](https://automatorplugin.com/knowledge-base/webhook-triggers/)YesNoYes[Outgoing webhooks](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/)YesYesYes[User loops](https://automatorplugin.com/knowledge-base/user-loops/) (bulk actions on users)NoNoYes[Post loops](https://automatorplugin.com/knowledge-base/post-loops/) (bulk actions on posts)NoNoYes[Token loops](https://automatorplugin.com/knowledge-base/token-loops/) (bulk import of from CSV, XML, JSON and RSS)NoNoYes[Magic Button/Magic Link](https://automatorplugin.com/knowledge-base/magic-button/)NoNoYesGenerate random text/numbersNoNoYesDatabase queryNoNoYes[Formatter](https://automatorplugin.com/knowledge-base/the-formatter-action/)NoNoYes[Custom trigger](https://automatorplugin.com/knowledge-base/create-a-custom-trigger-on-a-plugin-action-hook/)NoNoYes[Action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/)NoYesYes[Run Code](https://automatorplugin.com/knowledge-base/call-a-custom-function-method/)NoNoYesQR Code generatorNoNoYesDatabase Query NoNoYesSocial media integrationsNo250 app creditsUnlimitedGoogle [Sheets](https://automatorplugin.com/knowledge-base/google-sheets/), [Calendar](https://automatorplugin.com/knowledge-base/google-calendar/), [Contacts](https://automatorplugin.com/integration/google-contacts/)No250 app creditsUnlimited[AI integrations](https://automatorplugin.com/knowledge-base/open-ai/)No250 app creditsUnlimited[Custom User Fields Addon](https://automatorplugin.com/custom-user-fields-addon/)NoNoPlus and above[Restrict Content Addon](https://automatorplugin.com/restrict-content-addon/)NoNoPlus and Above[User Lists Addon](https://automatorplugin.com/user-lists-addon/)NoNoPlus and Above### What can I do with Uncanny Automator that wasn’t possible with Thrive? Here are a few ways Uncanny Automator Pro can pay for itself many times over in saved time and costs: - **Automate emails:** Send an email to anyone (with special offers, coupon codes, notifications, confirmations and more) on any of 700+ supported triggers. Set a delay to create drip campaigns based on user activity like purchases, course enrollments and more. - **Automate social media marketing:** Automatically push new blog posts to Instagram, Discord, X/Twitter, Facebook Pages, LinkedIn and more. - **Power up your forms, buttons and links:** Use Magic Buttons, Magic Links or any of 18 supported form plugins to let logged-in users do almost anything, like self-enroll (or unenroll) for courses, groups, events and webinars, create posts, generate content with AI or send messages to your Slack workspace, unlock content, send a coupon, award achievements and much more. Connect buttons, links and form submissions to any of 500+ supported actions. - **Import CSV, XML, JSON, RSS:** Import new posts, courses, lessons, pages, products, users and more - **Leverage AI:** Use AI to generate new blog posts and pages, create excerpts for social media, reply to comments and support inquiries and more. - **Loops (Bulk operations):** Run bulk operations on posts or users that match specific criteria. Add your existing users to your CRM. Tag all users that purchased a specific product. Export users or posts to a Google Sheet. Bulk add/remove users from courses, events, memberships or groups. Bulk update posts, bulk generate SEO descriptions and titles with AI, and more. A single use of this powerful feature will typically justify the entire annual cost of Uncanny Automator in time saved. - **Google Sheets integration**: Transform your site registrations, sales and memberships into detailed spreadsheet reports. Automatically track course completions, student progress and quiz results. Create dynamic dashboards that update in real-time. - **Google Contacts integration**: Use Google contacts as a CRM. Automatically push new users to Google contacts. Segment contacts by adding labels when they purchase products, complete courses and more. - **Google Calendar integration**: Use Google Calendar to manage events. Create events and manage attendees based on form submissions, lesson completions, purchases and more. - **Activate new capabilities with addons**: Powerful Plus addons extend your business. Collect detailed profile information with the Custom User Fields Addon. Restrict access to pages, posts, products and more with Restrict Content Addon. Create and manage mailing lists of users with the User Lists Addon. - **Advanced features**: Run custom PHP or JavaScript code, call WordPress hooks, retrieve data with database queries, manipulate user and post meta, send custom webhook responses, pass data between actions and more. ## Building automations/recipes Here are some differences in building automations in Thrive Automator vs. building recipes in Uncanny Automator. ### Terminology differences Thrive Automator uses very similar terminology for much of their functionality. The biggest difference is that automations are called *recipes* in Uncanny Automator. Thrive AutomatorUncanny Automator*Automation**Recipe**Filter**Filter* (which can contain one or more *conditions*)*Integration/Trigger category/Action category**Integration**Trigger**Trigger**Action**Action*### General differences 1. When setting up an automation in Thrive Automator, you must choose a trigger before you can add an action to the recipe. In Uncanny Automator, you may build a recipe in any order. 2. After choosing a trigger in Thrive Automator, you may additionally limit when the trigger will fire with specific criteria. In Uncanny Automator, trigger conditions, if available, will appear in the trigger sentence (for example, “A user submits a form with a specific value in a specific field”). ### Recipe/Automation options In Thrive, automation options were located here: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.31.57@2x.png) In this control panel, you could control: - How many times the automation would run per user/for all users - In multiple-trigger recipes, whether the automation would run when a single trigger was detected, or if multiple triggers must be completed to run the automation In Uncanny Automator, most of these options can be found in the recipe info box: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.35.27@2x.png) You can set a recipe to fire a maximum number of times within a given time period, a set number of times per user, or a set number of times in total. You can also view the recipe’s logs, duplicate or export the recipe from this panel. ### Recipe types When building a recipe in Uncanny Automator, you’ll first need to choose the recipe type. whether the recipe is triggered by logged in users or everyone: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.36.27@2x.png) This initial choice will determine which triggers you have access to – triggers that only apply to logged in users (like completing a course) or to everyone (like submitting a form). ### Scheduled Automations/Recipes In Thrive Automator, schedule automations were fired with a trigger under General > Specific Date and Time. ![](https://automatorplugin.com/wp-content/uploads/2025/04/thrive-trigger-settings.png) In Uncanny Automator, schedule automations can be triggered using “Everyone” recipe type, Schedule integration: ![](https://automatorplugin.com/wp-content/uploads/2025/04/uncanny-schedule-trigger.png) Unlike Thrive Automator, Uncanny Automator provides the ability to run recipes on a recurring schedule, which enables you to automate recurring processes. ### Delayed/scheduled actions In Thrive Automator, you can set an action to run after a delay of X minutes, hours, days, weeks, months or years by adding a delay prior to the action: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-22.13.22@2x.png) This delays all subsequent actions by the specified time period: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-22.14.42@2x.png) In Uncanny Automator, you can do the above, as well as schedule the action to run at a specific date and time: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-22.16.23@2x.png) ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-22.17.04@2x.png) You can also dynamically set the delay or schedule based on tokens from the trigger, such as an incoming webhook or a field value in a form submission. ### Filters/Conditions In Thrive Automator, filters can be added to a recipe flow to control whether or not the automation continues. ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.38.36@2x.png) Filters let you select from a number of criteria: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.43.07@2x.png) Once a filter has been added to an automation, the filter is either passed, and the automation continues, or the filter does not pass, and the automation stops. In other words, filters are always in series. For example; if you were to create an automation that runs an action if a form field is equal to “A”, you would need to create a separate automation that runs a different action if the field is equal to “B”. In Thrive Automator, filters can only be combined with AND. In other words, a filter can be if A = 1 AND B = 2, then continue the automation: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-29-at-14.18.19@2x.png) In Uncanny Automator, filters are added to recipes directly or in the context of a particular action: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.45.07@2x.png) In Uncanny Automator, a filter consists of one or more *conditions*: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.41.32@2x.png) Some conditions are integration-specific (in the screenshot above, LearnDash conditions are available because the LearnDash plugin is installed). In Uncanny Automator, when a filter in a recipe is not passed, the recipe skips everything inside the *filter block* and continues the recipe. In other words, filters can be created in parallel. This allows the creation of branching logic, in which multiple filters can be used to run different actions in the same recipe: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-21.48.40@2x.png) This enables some very powerful recipes, such as creating a form with one or more dropdowns or radio buttons, and running different actions depending on the value the user selected. For example, you could create a course self-enrollment form, or an event registration form which performs different actions based on user selections. In Uncanny Automator, *conditions* within a *filter* can configured in two different ways: either *all* conditions must be met or *any* condition can be met: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-29-at-14.21.21@2x.png) ### Advanced data mapping If you used this feature in Thrive Automator, the same functionality is now handled by conditions. Instead of mapping values like: 1 = jeff@automatorplugin.com 2 = mary@automatorplugin.com In Uncanny Automator you would use conditions and enter the data corresponding to the value directly into the action: If (value = 1) > Send an email to jeff[@automatorplugin.com](mailto:ken@automatorplugin.com) If (value = 2) > Send an email to . ### Connecting Apps In Thrive Automator, you connect apps from Thrive Dashboard > Thrive Automator > Apps > Add New Connection: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-22.19.28@2x.png) In Uncanny Automator, you connect Apps from Uncanny Automator > App Integrations: ![](https://automatorplugin.com/wp-content/uploads/2025/04/CleanShot-2025-03-27-at-22.40.56@2x.png) ## Can’t find something? Were you using functionality in Thrive Automator that you can’t find in Uncanny Automator? Our dedicated support team is here to help you every step of the way. If you can’t find a feature, just [reach out to support](mailto:support@automatorplugin.com), and we’ll guide you. ## Offer for Thrive Automator users Remember, to help ease the transition and help Thrive users see just how much time they can save with Uncanny Automator Pro, we’re offering Thrive users [a special offer for a limited time](https://automatorplugin.com/thrive-automator/). **Article Categories:** Getting Started --- ### [Facebook Lead Ads](https://automatorplugin.com/knowledge-base/facebook-lead-ads/) **Published:** March 24, 2025 **Author:** Saad **Content:** Uncanny Automator now supports a powerful integration with **Facebook Lead Ads**, allowing you to trigger automations on your WordPress site when someone submits a lead form on Facebook. This article provides a comprehensive, step-by-step guide to help you set everything up, even if you’re new to Facebook Business tools. **⚠️ Important:** Facebook requires a number of setup steps to properly collect leads and send them to Automator. Skipping any step may prevent the integration from working. ## Before You Begin To successfully connect Facebook Lead Ads with Uncanny Automator, you must have the following in place: - A Facebook Business Portfolio - A Facebook Page linked to that business - An Ad Account associated with the business and page - A Leads campaign with an **Instant Form** - Admin access to all of the above assets **➡️ **Already have your Facebook setup ready?**** If you’ve already completed above steps, you can skip ahead to [Step 7: Connect Facebook Lead Ads in Automator](#step-7-connect-facebook-lead-ads-in-automator). ## Step 1: Set Up Your Facebook Business Portfolio Go to . If you already have a Business Portfolio, proceed to Step 2. Otherwise, follow the instructions below: 1. Click the menu icon in the top left corner. 2. Select **Create Business Portfolio**. 3. Enter your business information and follow the prompts until your business is created. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-1.jpg "FB-Leads-1") ## Step 2: Create or Link a Facebook Page If you already have a Facebook Page, skip to Step 3. Otherwise: 1. Click the menu icon again and choose **Pages**. 2. Create a new page by entering your page name, category, and other required info. 3. Refer to the example details shown in the screenshot. 4. Once created, ensure your page is connected to your Business Portfolio. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-2-1-300x181.jpg) Step 2 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-3-300x208.jpg) Step 3 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-4-300x219.jpg) Step 4 ## Step 3: Set Up an Ad Account and Assign Access Check if your page has an Ad Account linked. If not: 1. Go to **Business Settings → Accounts → Ad Accounts**. 2. Create a new ad account or add an existing one. 3. Ensure the ad account is linked to your business and the correct page. 4. Assign a person (you or someone else) to the ad account with at least **Manage Campaigns** permission. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-5-300x177.jpg) Step 5 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-6-300x185.jpg) Step 6 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-7-300x178.jpg) Step 7 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-8-300x180.jpg) Step 8 ## Step 4: Open Ad Manager and Start Creating a Campaign 1. Click the menu icon and select **Ad Manager**. 2. Choose the correct business and page at the top. 3. Click **Create** to start a new campaign. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-9-300x181.jpg) 9 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-10-300x186.jpg) 10 ## Step 5: Configure Your Leads Campaign 1. Select **Leads** as your campaign objective. 2. Give your campaign a recognizable name. 3. Select **Instant Form** as the conversion location. 4. Choose your Facebook Page and scroll down to accept the Facebook Terms if prompted. 5. Adjust your budget, audience, and other settings as needed. 6. **Do not publish the campaign yet**—you can save it as a draft to avoid incurring charges. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-11-223x300.jpg) 11 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-12-300x147.jpg) 12 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-13-300x182.jpg) 13 ## Step 6: Create a Facebook Lead Form 1. Click to create a new lead form in the final section of the ad creation process. 2. Enter a name for your form. 3. Update the form questions to match the information you want to collect. 4. Preview the form using the built-in preview tool. 5. Fill in your Privacy Policy URL. 6. Set the “Thank You” screen behavior or choose a redirect link. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-14-300x182.jpg) 14 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-15-300x177.jpg) 15 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-16-300x182.jpg) 16 ## Step 7: Connect Facebook Lead Ads in Automator 1. Log in to your WordPress site. 2. Go to **Automator → App Integrations → Facebook Lead Ads**. 3. Click **Connect**. 4. Choose the correct Page(s) when prompted. 5. On the next screen, select the correct Business(es). 6. Review the requested permissions and click **Save**. 7. Click **Got it** when returned to your site. 8. Check that the status next to your page now says **Ready**. 9. Click “Test API connection” to confirm that your site is reachable by Facebook Lead Ads and ensure the connection is working properly. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-17-300x215.jpg) 17 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-18-300x225.jpg) 18 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-19-294x300.jpg) 19 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-20-300x239.jpg) 20 **💡 Optional:** You can verify app access directly in Facebook Business Tools. It’s helpful for confirming everything is connected properly. ### Verify App Access Go to [Facebook Business Tools Settings](https://www.facebook.com/settings/?tab=business_tools) and confirm that **Uncanny Automator – Lead Ads** appears in the list of connected tools. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-21.jpg "FB Leads-21") ## Step 8: Assign Uncanny Automator as a CRM 1. Return to [Facebook Business](https://business.facebook.com) and select the same business and page. 2. Go to the bottom left and click **Settings**. 3. In the menu, click **Leads Access** under “Integrations.” 4. Click **Assign CRMs**. 5. From the list, select **Uncanny Automator – Lead Ads** and click **Assign**. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-23-300x175.jpg) 23 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-24-300x178.jpg) 24 ## Step 9: Create a Recipe in Automator 1. Go to **Automator → Add New**. 2. Select the **Everyone** recipe type. 3. Add a trigger from **Facebook Lead Ads**. 4. Select your Page and Form. 5. Add your desired actions (e.g., send an email, tag a user, enroll in a course). 6. Click **Activate** to enable the recipe. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-25.jpg "FB Leads-25") ## Step 10: Test the Connection 1. Go to [Lead Ads Testing Tool](https://developers.facebook.com/tools/lead-ads-testing). 2. Select the Page you used in your campaign. 3. Select the lead form you created. 4. Click **Create Lead**. 5. Wait for the success confirmation. 6. Click **Track Status** to verify it returned a 200 OK status. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-26-300x146.jpg) 26 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-27-300x122.jpg) 27 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-28-300x173.jpg) 28 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-29-300x201.jpg) 29 ## Step 11: Confirm the Lead Reached Automator 1. In your WordPress admin, go to the Automator recipe you created. 2. Click the **Logs** tab. 3. You should see a completed recipe run. 4. Click **Details** to view the submitted lead data. ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-30-300x212.jpg) 30 ![](https://automatorplugin.com/wp-content/uploads/2025/03/FB-Leads-31-300x217.jpg) 31 ## Troubleshooting If you don’t see the recipe run: - Ensure that the page, business, and ad account are properly linked. - Verify that permissions were granted during app connection. - Double-check that **Uncanny Automator – Lead Ads** is assigned as a CRM. - Re-connect the app from Automator settings and re-authorize access. ## You’re Ready! That’s it! Your Facebook Lead Ads are now integrated with Uncanny Automator. You can begin building powerful workflows based on lead submissions in just a few clicks. **Article Categories:** Special Triggers --- ### [Troubleshooting Discord permission issues](https://automatorplugin.com/knowledge-base/troubleshooting-discord-permissions/) **Published:** February 21, 2025 **Author:** Curtis Krauter **Content:** --- If you’re encountering permission issues with your Uncanny Automator Discord bot, don’t worry! Here are a few quick and simple steps to troubleshoot and resolve common configuration problems. --- ## 1. **Bot Role Hierarchy** The most frequent issue when managing members from recipe actions (e.g., assigning or removing roles) is that the Uncanny Automator bot’s role is lower in the hierarchy than the roles it’s trying to manage. Discord enforces a strict role hierarchy, so the bot must have a higher role than the roles it needs to adjust. **How to Fix:** 1. Open your Discord **Server Settings**. ![](https://automatorplugin.com/wp-content/uploads/2025/01/server-settings.png) 2. Navigate to the **Roles** section. 3. Drag the **Uncanny Automator** bot role **above** any roles you want the bot to manage. ![Discord role adjustment](https://automatorplugin.com/wp-content/uploads/2025/01/discord-role-adjustment.gif) 4. Save your changes. Once complete, test your Automator recipe to see if the issue is resolved before moving on to the next trouble shooting step. --- ## 2. **Bot Permissions** To perform actions successfully, the bot requires certain permissions. If permissions were altered or removed after installation, you’ll need to ensure the bot has the necessary access. **Option 1: Reconnect the Bot** 1. Go to the Automator -> App Integrations -> Discord settings page on your site. 2. Disconnect the bot from the server, then reconnect it. ![Reconnect Discord Bot](https://automatorplugin.com/wp-content/uploads/2025/01/reconnect.png) *This process automatically reinstates the required permissions for the bot.* **Option 2: Manually Adjust Permissions** 1. In your Discord Server Settings, go to the Roles section. 2. Find and select the Uncanny Automator bot’s role. 3. Click Edit to open the role settings. ![Edit bot role](https://automatorplugin.com/wp-content/uploads/2025/01/edit-bot-role.png) 4. Go to the Permissions tab and verify that the following permissions are enabled: ![Bot permissions](https://automatorplugin.com/wp-content/uploads/2025/01/bot-permissions.png) - View Channels - Manage Channels - Manage Roles - Manage Server - Create Invite - Manage Nicknames - Kick Members - Timeout Members - Send Messages - Send Text-to-Speech Messages - Connect Once you’ve confirmed these permissions, save your changes and test the Automator recipe again. --- ## Need More Help? For a detailed guide on setting up Discord permissions, check out Discord’s official [Permissions FAQ](https://support.discord.com/hc/en-us/articles/206029707-Setting-Up-Permissions-FAQ). **Article Categories:** Advanced Topics --- ### [Troubleshooting plugin errors](https://automatorplugin.com/knowledge-base/troubleshooting-plugin-errors/) **Published:** November 28, 2024 **Author:** Ken Young **Content:** If you’re reading this, you probably ran into an error in the Uncanny Automator recipe builder. Due to the unparalleled flexibility of WordPress, conflicts between plugins, themes, or settings are not uncommon. There are a number of steps you can be take to try to identify and resolve the issue. If you have a staging site or a site under development that’s not yet live, you can go ahead and perform these steps right away. However, if your site is live, it would be best to first create a [staging site](https://www.wpbeginner.com/wp-tutorials/how-to-create-staging-environment-for-a-wordpress-site/) (which we recommend all WordPress sites have) before you try the steps below, to avoid potential disruption for users and visitors. 1. Make sure you’re using the latest versions of Uncanny Automator, [Uncanny Automator Pro](/pricing) and WordPress. 2. If you’re running the latest versions, the next thing to check for is a conflict with another plugin. Try temporarily disabling all plugins except Uncanny Automator to see if the error persists. - If the error goes away with plugins deactivated, try reactivating groups of plugins to try to isolate which plugin is conflicting. - Once you’ve identified the specific plugin causing the issue, see if there’s an update available for the plugin. If there is, update the plugin to the latest version. - If updating the plugin fails to resolve the issue, [reach out to our support team](https://automatorplugin.com/my-account/tickets/) and let them know which plugin is causing the issue. - If the error doesn’t go away with plugins deactivated, move on to step 2. 3. It’s also possible that some code in your theme is conflicting with Uncanny Automator. Try switching temporarily to another theme and then check if the error persists. - If the error goes away on a different theme, [reach out to our support team](https://automatorplugin.com/my-account/tickets/) and let them know which theme is causing the issue. - If the error doesn’t go away with plugins deactivated and on a different theme, move on to step 3. 4. While it’s fairly rare, it’s possible that an incompatible browser or browser extensions are causing the issue. Try updating your browser to the latest version, and using Uncanny Automator in an incognito window to rule out a conflicting browser extension. If all of the above steps fail to resolve the issue, [reach out to our support team](https://automatorplugin.com/my-account/tickets/). Here’s some info that would help us troubleshoot: 1. If the error just recently started occurring, let us know about anything that changed recently on your WordPress site (plugin updates, new custom code, etc.) 2. The name of your WordPress host 3. Any [caching](https://www.wpbeginner.com/glossary/cache/) plugins you are running or that’s running on your WordPress host (that you’re aware of) 4. The system report available in your WordPress admin menu at *Automator > Status* Thanks, and we’ll get you up and running as quickly as possible. **Article Categories:** Key Resources --- ### [Plugin Actions](https://automatorplugin.com/knowledge-base/create-a-custom-trigger-on-a-plugin-action-hook/) **Published:** October 24, 2024 **Author:** Ken Young **Content:** **Note**: This trigger requires some technical knowledge to configure. Unfortunately, we can’t provide information about another plugin’s action hooks or arguments. This trigger may not work on all plugin hooks. See notes at end of article. --- ### Introduction Uncanny Automator integrates with all of the most popular WordPress plugins like WooCommerce, WP Forms, LearnDash and more. But with hundreds of thousands of plugins in existence and more being created each day, it’s not possible to create triggers to cover every possible scenario. That’s why we created the *Plugin Actions* integration with the trigger *Create a custom trigger on a plugin action hook*. To explain how this custom trigger works, we need to look at how triggers are built. ### How it works Our WordPress plugin triggers are created by registering a hook that is called by the function [*do\_action*](https://developer.wordpress.org/reference/functions/do_action/) when a plugin does something. Plugin authors add these *do\_action* hooks to their code to make their plugins extendable. For example, when a user completes a course in LearnDash, the plugin calls the *do\_action* hook *learndash\_course\_completed*. The LearnDash trigger *A user completes a course* is hooked into the *learndash\_course\_completed* hook, so that we can start our recipe when that hook is “fired” by LearnDash. Each *do\_action* hook has a specific name (like the *learndash\_course\_completed* example above*)*, and this is how the trigger *Create a custom trigger on a plugin action hook* works. If you know the name of the *do\_action* hook being called in your plugin, you can enter it into this trigger, and your recipe will run when that *do\_action* hook is called. ![Automator Plugin Actions](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Plugin-Actions.png) ### Finding a plugin’s do\_action hooks Unfortunately, since *do\_action* hooks are really intended for developers, to find the name of the *do\_action* hook you need, you’ll need to contact the creator of your plugin and ask them a couple of questions: - I’d like to hook into your plugin when \[a specific event happens\]. Is there a *do\_action* hook for that? - If the answer is *yes*, then ask for the name of the hook. You can then enter this name into the *Create a custom trigger on a plugin action hook* trigger. - If the answer is *no*, you would need to request that the plugin author adds a hook that fires when when that specific event happens. ### Capturing arguments as tokens Once you’ve entered the hook name into the *Action hook* field, you’ll need to *capture* the Arguments the hook passes. This is data that goes along with the hook, that you will probably want to use in your recipe. For example, the *learndash\_course\_completed* passes along the ID of the course that was completed. Each argument passed into the hook becomes a token you can use in your recipe’s actions. It would not be sensible for Automator to scan all the code on your site to locate the action and figure out the arguments passed along with it. The only way Automator can detect the arguments is if it were able to *listen* to the firing of the hook and detect the arguments in real time. For this to work, you’d need to do the following: 1. Save the trigger so that the name of the hook is saved in the system. 2. learndash\_course\_completed example above, you would get everything ready to complete a LearnDash course. 3. Click *Capture hook data*, so that Automator starts listening and gets ready to capture the firing of the saved hook by name. 4. Execute the workflow/process/action so that the hook is fired and Automator is able to “catch” its arguments. You would then see a dialog that shows the list of arguments detected by Automator ![](https://automatorplugin.com/wp-content/uploads/2024/10/detected-tokens-custom-action.png) If everything looks fine, click *Use these tokens*. Once you do that, the recipe will automatically save and the editor will reload and all the arguments will become available as tokens for the actions in your recipe. ### Setting up actions Once you’ve specified the number of arguments, you can move on to setting up your recipe’s actions. You’ll see the tokens from the trigger listed as: - argument\_0 - argument\_1 - argument\_2 - etc. Unfortunately, there’s really no way to figure out what data is being passed in those arguments until you run the trigger and check the output. To do that, you can use the *Send an email* action, or the *Write data to the log* action (in the *Logging* integration). Once you’ve figured out what data is being passed into the hook, you can use it to set up your recipes. That’s it! With this trigger, you can turn an unsupported plugin into a supported plugin and use the plugin in your Automator workflows. ### Notes - Action hooks that occur earlier than `plugins_loaded` cannot be used with this trigger. For example, the following hooks run before `plugins_loaded` and will not work when used with this trigger: - - `muplugins_loaded` - `init` - `wp_loaded` - `before_setup_theme` - `after_setup_theme` - `load-{page_hook}` - If you’re having trouble getting this trigger to work, you can ask the developer of the plugin to build an integration for Uncanny Automator. Resources can be found at [developer.automatorplugin.com](https://developer.automatorplugin.com). Building an integration with Uncanny Automator is an easy way to quickly integrate a plugin with a huge ecosystem of other plugins and apps. **Article Categories:** Special Triggers --- ### [Stripe](https://automatorplugin.com/knowledge-base/stripe/) **Published:** September 25, 2024 **Author:** Ken Young **Content:** The Stripe integration in Uncanny Automator lets you trigger actions on your WordPress site and in other apps when activity happens in your Stripe account. To use this integration, follow these steps: 1. [Install the Uncanny Automator](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/) plugin on your WordPress site. 2. Connect Uncanny Automator with a free account or Pro license. To use apps like Stripe you’ll need [app credits](https://automatorplugin.com/knowledge-base/what-are-credits/). You get 250 app credits with a free Uncanny Automator account, or unlimited app credits with any [Uncanny Automator Pro license](https://automatorplugin.com/pricing/). 3. Navigate to **Automator** > **App Integrations** > **Stripe**. 4. Click **Connect Stripe**. You’ll be guided through the steps necessary to connect Uncanny Automator to your Stripe account. Once your Stripe account is connected, you’ll be able to create recipes that are triggered when specific events occur in your Stripe account: - A customer is created - A payment is completed - A charge is refunded - A payment fails - A subscription is cancelled You will also be able to automate actions in your Stripe account, including: - Create a customer - Delete a customer - Create a payment link This will let you create recipes like: - When a payment is completed in Stripe, add a tag to a user in your CRM. - When a subscription is cancelled in Stripe, unenroll a user from a course or remove them from a membership level. - When a user registers on your site or submits a form, create a customer and create a payment link. - When a payment fails, send a notification in Slack or add a row to a Google Sheet or Airtable. - When a customer is created in Stripe, create a corresponding user in WordPress and send the user an email. So that’s it! Create the recipes you need to automate your WordPress and Stripe processes and sit back and relax as your recipes run. **Article Categories:** Special Actions --- ### [XML](https://automatorplugin.com/knowledge-base/xml/) **Published:** October 24, 2024 **Author:** Ken Young **Content:** The Uncanny Automator XML integration in [Uncanny Automator Pro](https://automatorplugin.com/pricing/) enables the upload XML data for use with [Token Loops](https://automatorplugin.com/knowledge-base/token-loops/). This enables workflows like: - Importing and creating users from a XML file - Importing and creating posts, products, courses, or any other custom post type from a XML file - Importing and generating emails, SMS messages (via Twilio), BuddyBoss private messages and more from a XML file - Importing and bulk publishing LinkedIn, Instagram, Facebook posts, Google Sheets rows, Airtable records, ClickUp tasks and more from an XML file To import records in XML format into your WordPress site, simply follow these steps: 1. Choose the XML workflow that suits your scenario: - If you would like your recipe to be triggered by the XML import, choose the **XML > Import an XML file** trigger. - If you would like the XML import to be part of a recipe that’s triggered by a different activity, choose the **XML > Import an XML file** action. 2. In the trigger/action, choose whether you want to paste in XML data, link to an external XML file, or upload a XML file from your computer. ![](https://automatorplugin.com/wp-content/uploads/2024/10/custom-import-xml-into-wordpress.png) 3. Once you’ve selected the applicable options, click **Save**. Saving the trigger or action automatically adds a [Token loop](https://automatorplugin.com/knowledge-base/token-loops/) to your recipe, which enables you to “loop” over the items in the XML file. 4. Add an [action](https://automatorplugin.com/knowledge-base/managing-actions/) to the Token loop. This action will run on each row in the XML data that matches the filter criteria. In this example, we’ve set the loop to create a new user for every item in the XML where the *Email* attribute contains a specific domain (In this case *automatorplugin.com*):![](https://automatorplugin.com/wp-content/uploads/2024/10/how-to-create-users-from-csv-in-wordpress.png) This powerful WordPress XML import capability is highly customizable to enable you to run almost any operation on records stored in XML format. ### Notes - **File Type:** Only files with a MIME type of XML are accepted. WordPress takes care of the initial validation during media upload and handles display. - **Link to file:** Any URL can be entered. If the URL is unreachable or inaccessible, an error message will be displayed in the *XPath to target elements* field. - **Invalid XML:** If the uploaded/linked XML has formatting issues, an error message will appear in the *XPath to target elements* field. If the syntax is correct but there are no extractable paths, loop tokens will not be generated. You’ll notice this when you go to add an action to the [Token loop](https://automatorplugin.com/knowledge-base/token-loops/) and you aren’t able to select any fields from the *Import an XML file* trigger/action. **Article Categories:** Importing from RSS, CSV, XML or JSON --- ### [JSON](https://automatorplugin.com/knowledge-base/json/) **Published:** October 24, 2024 **Author:** Ken Young **Content:** The Uncanny Automator JSON integration in [Uncanny Automator Pro](https://automatorplugin.com/pricing/) enables the upload JSON data into WordPress for use with [Token Loops](https://automatorplugin.com/knowledge-base/token-loops/). This enables workflows like: - Importing and creating users from a JSON file - Importing and creating posts, products, courses, or any other custom post type from a JSON file - Importing and generating emails, SMS messages (via Twilio), BuddyBoss private messages and more from a JSON file - Importing and bulk publishing LinkedIn, Instagram, Facebook posts, Google Sheets rows, Airtable records, ClickUp tasks and more from a JSON file To import records in JSON format into your WordPress site, simply follow these steps: 1. Choose the JSON workflow that suits your scenario: - If you would like your recipe to be triggered by the JSON import, choose the **JSON > Import a JSON file** trigger. - If you would like the JSON import to be part of a recipe that’s triggered by a different activity, choose the **JSON > Import a JSON file** action. 2. In the trigger/action, choose whether you want to paste in JSON data, link to an external JSON file, or upload a JSON file from your computer. ![](https://automatorplugin.com/wp-content/uploads/2024/10/import-json-to-wordpress.png) 3. Since JSON data is structured in a hierarchy of objects, you’ll need to choose the level of the hierarachy you want to work with. You can do this by selecting the appropriate path in the *Root path* field. 4. Once you’ve set the applicable options, click **Save**. Saving the trigger or action automatically adds a [Token loop](https://automatorplugin.com/knowledge-base/token-loops/) to your recipe, which enables you to “loop” over the items in the JSON file. 5. Add an [action](https://automatorplugin.com/knowledge-base/managing-actions/) to the Token loop. This action will run on each row in the JSON data that matches the filter criteria. In this example, we’ve set the loop to create a new user for every object in the JSON where the *Email* attribute contains a specific domain (In this case *automatorplugin.com*):![](https://automatorplugin.com/wp-content/uploads/2024/10/how-to-create-users-from-csv-in-wordpress.png) This powerful WordPress JSON import capability is highly customizable to enable you to run almost any operation on records stored in JSON format. ### Notes - **File Type:** We only accept files with a MIME type of JSON. WordPress manages the initial validation during media upload and display. - **Link to file:** Any URL is fine. If it’s unreachable or inaccessible, an error message will show up in the *Root path* field. - **Invalid JSON:** If the JSON is invalid (e.g., due to syntax errors), an error message such as *Failed to decode the JSON file content. Error details: Syntax error* will appear in the *Root path* field. If the data looks correct but no selectable root paths are found, loop tokens won’t be created, and the *Root path* field will be empty. **Article Categories:** Importing from RSS, CSV, XML or JSON --- ### [CSV](https://automatorplugin.com/knowledge-base/csv/) **Published:** October 24, 2024 **Author:** Ken Young **Content:** The Uncanny Automator CSV integration in [Uncanny Automator Pro](https://automatorplugin.com/pricing/) enables the upload CSV data for use with [Token Loops](https://automatorplugin.com/knowledge-base/token-loops/). This enables workflows like: - Importing and creating users from a CSV file - Importing and creating posts, products, courses, or any other custom post type from a CSV file - Importing and generating emails, SMS messages (via Twilio), BuddyBoss private messages and more from a CSV file - Importing and bulk publishing LinkedIn, Instagram, Facebook posts, Google Sheets rows, Airtable records, ClickUp tasks and more from a CSV file To import records in CSV format into your WordPress site, simply follow these steps: 1. Choose the CSV workflow that suits your scenario: - If you would like your recipe to be triggered by the CSV import, choose the **CSV > Import a CSV file** trigger. - If you would like the CSV import to be part of a recipe that’s triggered by a different activity, choose the **CSV > Import a CSV file** action. 2. In the trigger/action, choose whether you want to paste in CSV data, link to an external CSV file, or upload a CSV file from your computer. ![Import a CSV file](https://automatorplugin.com/wp-content/uploads/2024/10/Automator-Import-a-CSV-File.png) 3. Once you’ve selected the applicable options, click **Save**. Saving the trigger or action automatically adds a [Token loop](https://automatorplugin.com/knowledge-base/token-loops/) to your recipe, which enables you to “loop” over the items in the CSV file. 4. Add an [action](https://automatorplugin.com/knowledge-base/managing-actions/) to the Token loop. This action will run on each row in the CSV data that matches the filter criteria. In this example, we’ve set the loop to create a new user for every row in the CSV where the *Email* column contains a specific domain (In this case *automatorplugin.com*):![](https://automatorplugin.com/wp-content/uploads/2024/10/how-to-create-users-from-csv-in-wordpress.png) This powerful WordPress CSV import capability is highly customizable to enable you to run almost any operation on records stored in CSV format. ### Notes - **File Type:** We only accept files with a MIME type of CSV. Most apps that create CSV files will set this automatically. WordPress handles the validation during media upload and displays the files accordingly. If the CSV data is invalid, no [tokens ](https://automatorplugin.com/knowledge-base/managing-tokens/)will be generated. You’ll notice this when you go to add an action to the loop and you aren’t able to select any fields from the *Import a CSV file* trigger/action. - **Paste Data:** You can paste any text into the field, but if it’s invalid, no tokens will be generated. - **Link to file:** Any URL is acceptable. However, if the URL is invalid or inaccessible or the CSV data is invalid, no tokens will be generated. **Article Categories:** Importing from RSS, CSV, XML or JSON --- ### [Managing Triggers](https://automatorplugin.com/knowledge-base/managing-triggers/) **Published:** June 24, 2018 **Author:** Ryan Moore **Content:** A *trigger* in the Uncanny Automator plugin is what determines when the recipe will run and perform its actions. A trigger can be almost any behaviour on a WordPress site—logging in, completing a purchase, submitting a form with specific entries, completing a course, and dozens of other possibilities. Each Automator recipe needs at least one trigger. [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) are limited to a single trigger (since it’s not possible to track which triggers have been completed by anonymous users). ## Watch a Video Demo ## Adding triggers to your recipe [![Choose a WordPress Recipe Integration](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_a_Trigger_Integration.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_a_Trigger_Integration.png) To add a new trigger to a recipe, start by choosing an *integration*. This is the plugin that contains the behaviour you want to monitor for your recipe. If it’s WordPress core functionality, like monitoring logins, comments, posts, and similar activities, choose **WordPress**. The list of integrations will change depending on what plugins we detect on your site (make sure you haven’t renamed plugin folders) and whether or not you use the Pro version of the plugin. [![Choose a WordPress Recipe Trigger](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_a_Trigger.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_a_Trigger.png) After choosing a plugin, a list of triggers supported for that plugin will be displayed. What’s displayed will again depend on the plugin selected and whether or not the Pro version is used. In the example above, some triggers related to learning activities are displayed. The text in blue indicates where there will be variables for a trigger. In the “User completes a course” example at the top, the “a course” text will be replaced with an actual course name in the next step. [![Choose Trigger Criteria for a Recipe](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_Trigger_Criteria.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_Trigger_Criteria.png) Once the trigger is populated in plain text, any conditions that need to be set will be highlighted in blue. Click the blue field to enter the expected value. Make sure that all blue fields have been clicked and values entered to set the trigger up properly. If you make a mistake and need to delete a trigger, click the icon with 3 dots in the top right area of the trigger and choose **Delete** to remove the trigger. When the Pro version of the Uncanny Automator plugin is enabled, more than one trigger can be added to Logged-in recipes using the same process ([Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) only support a single trigger). When a recipe has multiple triggers, the following option will be available at the top of the Triggers section to choose whether actions in a recipe will run when **all** triggers are completed or 1 of the triggers only: [![Multiple Triggers](https://automatorplugin.com/wp-content/uploads/2018/06/multiple-triggers.png)](https://automatorplugin.com/wp-content/uploads/2018/06/multiple-triggers.png) **Important Note**: Monitoring and completion of the triggers can only begin after the recipe is added to the system. In other words, recipes cannot be run against historical records. If you have a recipe that’s triggered by a product purchase, for example, the recipe will only run for any purchases made *after* the Automator plugin was installed and the associated recipe created. There is no way to run recipes against activities that happened in the past. **Article Categories:** Getting Started --- ### [What is Uncanny Automator?](https://automatorplugin.com/knowledge-base/what-is-uncanny-automator/) **Published:** June 22, 2018 **Author:** Ryan Moore **Content:** The Uncanny Automator WordPress plugin makes it possible to automatically manage all of the workflows and user experiences that happen on your WordPress site. With absolutely no coding required, you can create “recipes”, or automations, that make things happen when other things happen. Let’s say that after an ecommerce sale is made, you want to send a customer an instructional email and unlock a new download after the user signs into the site. With Automator, it’s easy; create a “recipe” that watches the user’s purchases and logins, and when the conditions are met, send them a personalized email and unlock a new part of the site for them. That’s a simple example and only just the beginning of what the Uncanny Automator can do for you. It can connect over 175 plugins and apps together, automating workflows and pass data between plugins, websites and apps. These automated recipes can save WordPress site owners hundreds of hours of time every year by automating sales, marketing, administrative, learning, and other processes. It connects things together that would otherwise be impossible to connect. Get started with Uncanny Automator at no cost with our [free version](https://wordpress.org/plugins/uncanny-automator/). It includes unrestricted and unlimited use of hundreds of triggers and actions. When you need more features, triggers and actions, add [Pro](/pricing/) to unlock everything Automator has to offer. **Article Categories:** Getting Started --- ### [Token Loops](https://automatorplugin.com/knowledge-base/token-loops/) **Published:** August 19, 2024 **Author:** Ken Young **Content:** ## Introduction Token Loops allow you to iterate over multiple items in *loopable tokens*, a new type of token that contains information about one or more items. If you’re familiar with [User Loops](https://automatorplugin.com/knowledge-base/user-loops/) or [Post Loops](https://automatorplugin.com/knowledge-base/post-loops/), Token Loops work in an almost identical way, except they loop through items in the supplied token. You can use Token Loops with any [paid Automator license](https://automatorplugin.com/pricing/). Here are a few examples of recipes you could run with token loops and a few plugins like WooCommerce, LearnDash and BuddyBoss: - Export all orders in the past 24 hours, week, 30 days or year to a Google Sheet or Airtable. - When a user purchases a product, loop through all of their previously purchased products and email them a special coupon code if they’ve qualified for a multi-product promotion. - When a user purchases a product, loop through all of their previously purchased products and send out supplementary information on how to use complementary products together. - When a user purchases a product, loop through the categories assigned to those products and award an achievement for purchases in specific categories. - When a user purchases a product, loop through their enrolled courses and complete them or reset their progress. - When a user submits a form, add a post to the activity stream of each of their enrolled groups. - When a user completes a course, loop through their previously completed courses and award a certificate if they’ve completed the required courses. - When a user subscribes to a product, loop through their active subscriptions and award store credit for specific combinations of active subscriptions. ## Adding a token loop To add a token loop to your recipe: 1. Scroll to the *Actions* section of the recipe. 2. Click **Add**. 3. Click **Token loop**. [![](https://automatorplugin.com/wp-content/uploads/2024/08/add-token-loop.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Add-an-Automator-Post-Loop.png) This adds an empty loop to your recipe. Next, select the loopable token that contains the desired data. Only special loopable tokens will appear in the token selector of a token loop. ![](https://automatorplugin.com/wp-content/uploads/2024/08/loop-users-purchased-products.png) ### Loop filters Actions will be run on every item in the loopable token that meets your loop filter. Adding loop filters makes loops run more efficiently, so if you can narrow your post targets with filters, you should. The default loop filter is that the *current item is not empty*. Additional filters will be added over time. ## Adding actions inside a token loop Actions inside a token loop will be run for each item that meets the loop’s filter criteria. The type of action you want to run will depend on the items in the token. Are they products? Courses? Groups? If you are iterating over courses, you may want to run a *Reset course progress* action. If they’re products, maybe you want to check if the user purchased a specific product in the past and if so, send an email. In most cases, you’ll need some information about the items in the loop. To get that information, you’ll use loop tokens. [![Loop tokens](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens-1024x437.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens.png) In the *Loop* token category you will find key tokens related to the items you’re iterating. If you’re iterating over products, you’ll find things like the Product ID, Product Name, etc. For courses, the Course ID, Course Name, etc. Here’s what that might look like: [![](https://automatorplugin.com/wp-content/uploads/2024/08/product-loop-tokens.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens-for-Automator.png) Suppose you have a recipe that fires when a user purchases an online *Introduction to Marketing* course. You could loop over the user’s previously purchased products, and if they previously purchased a complementary course, like *Introduction to Sales*, send them an email letting them know about a *Sales and Marketing* group they might want to join. Or add them to the group directly. Or, perhaps you’re running a promotion if a user purchases both of those courses, but you want to offer it even if they’re not purchased in the same transaction. Here’s what that recipe might look like: ![](https://automatorplugin.com/wp-content/uploads/2024/08/woocommerce-send-coupon-for-combination-of-purchased-products.png) ## Triggering the loop To run the bulk actions inside a loop, you need to trigger the recipe. Most of the time, you’ll want to use a regular trigger to run the recipe containing the loop. For some semi-automated workflows, you may want to use the **Run now** trigger to run token loops right from inside the recipe page. ## Monitoring the progress of a loop Once the recipe containing the token loop has been triggered, you can monitor the progress of the loop from *Automator > Logs* and view results in the easy-to-read, detailed logs. ## Cancelling a loop A cancel button lets you cancel a loop in progress. Loops are processed in batches (see *Things to know*, below) that are automatically sized to adapt to your specific server’s hardware. Cancelling a loop in progress will cancel batches that have not started yet; however the in-progress batch will continue to execute until it is completed. ## Viewing loop results Once the loop has completed, you can expand the log to see the result of each action on each item in the loop. This gives you very detailed information about actions that experienced an error so you can easily trace any issues. [![Post loop logs](https://automatorplugin.com/wp-content/uploads/2023/11/Post-loop-logs-1024x418.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Post-loop-logs.png) ## Important Notes 1. **There is no way to undo the actions that were executed in a loop, so be 100% sure your loop is correct before running**. Consider testing on a staging site prior to running an extensive loop on your live site. 2. **When running loops with app actions** (such as Google Sheets), you may run into rate limitations on the receiving side, which will cause actions to fail. While very rare, extremely large batches should in some cases be divided up. ## Under the Hood 1. **Loops run as background processes**. Loops are designed to be as efficient as possible and should not result in a performance hit to the front end of your site. 2. Since loops run in the background, actions *not* in a loop will typically complete before the loop. If you want an action in a recipe to run after a loop completes, the only way to do that is to manually specify a delay for the action. 3. **Loops are executed in batches**. The size and frequencies of these batches automatically adapt to your server’s capabilities and cannot be adjusted manually. 4. You can stop a loop that’s in progress from the logs. However, an in-progress batch cannot by halted and will run to completion. Any batches not yet started will be cancelled. 5. How long a loop takes to complete will depend on many factors, including: - The number of items the loop iterates over - The number of filters inside the loop - The number of actions inside the loop - The type of actions inside the loop (some actions are slower than others) - The capabilities of the server hosting the site **Article Categories:** Advanced Topics --- ### [WooCommerce](https://automatorplugin.com/knowledge-base/woocommerce-triggers/) **Published:** January 12, 2024 **Author:** Brendan Da Costa **Content:** Our WooCommerce integration has dozens of triggers to help users customize their automated workflows. But, behind the scenes, not all of these triggers work the same way. Broadly speaking, there are two types of WooCommerce triggers: - product-based triggers, which cause **recipes to run once per product**, and - order-based triggers, which cause **recipes to run once**. Understanding the subtle difference between these two types of triggers can help to improve your automated workflows. ## **Product-Based Triggers** As stated, product-based WooCommerce triggers cause recipes to run **once per product**. This is because it is the product(s) that is initiating the automated workflow, not the order. In other words, if there is an order with more than one product, a recipe with a product-based trigger will run once for each product in that order. All product-based triggers are only available in the [Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) recipe type as their purpose is to capture all product-related information, regardless of user status. Product based-triggers usually look something like these ones: - A product has its associated order completed, paid for, or a thank you page visited - A product has its associated order refunded - A product’s inventory status is set to a specific status\* \*Product-based triggers that are not associated with orders will only run once unless you are running a [looped](https://automatorplugin.com/introducing-loops/) action for multiple products. For a full list of WooCommerce triggers, [click here](https://automatorplugin.com/integration/woocommerce/). To better understand product-based triggers, here is a look at a recipe with the trigger *Any product has its associated order paid for* and the Google Sheets action *Create a row in a Google Sheet*. [![woocommerce-product-based-trigger-for-google-sheets-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-product-based-trigger-for-google-sheets-recipe-1024x1014.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-product-based-trigger-for-google-sheets-recipe.png) To trigger our recipe, we paid for an order with three products: *Photography 101*, *University Mug – Classic*, and *University Sweater – Classic*. Because each product triggered the recipe, Automator populated three new rows in the worksheet, as per the recipe’s action. [![woocommerce-order-information-separated-by-row](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-information-separated-by-row-1024x282.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-information-separated-by-row.png) Looking at the “Order ID”, “Order Date and Time” and “Order Summary” columns, it might appear that Automator duplicated the data. However, the order data for each product is only identical because the products that caused the recipe to run were paid for in the same order. Looking at the logs for this recipe makes it even clearer that Automator has run the recipe three separate times (once for each product) in quick succession. [![product-based-woocommerce-trigger-logs](https://automatorplugin.com/wp-content/uploads/2024/01/product-based-woocommerce-trigger-logs-1024x468.png)](https://automatorplugin.com/wp-content/uploads/2024/01/product-based-woocommerce-trigger-logs.png) Whether you are using product-based triggers with Google Sheets or another one of our integrations, the recipe will run once per product. ## **Order-Based Triggers** As opposed to product-based triggers, order-based WooCommerce triggers cause **recipes to run just once**. This is because it is the order itself, and not the product(s) within that order, initiating the automated workflow. The majority of WooCommerce triggers, regardless of recipe type, are order-based or single-run triggers. Most order-based triggers look something like these ones: - A user completes, pays for, lands on a thank you page for an order with a product - A guest order’s status is changed to a specific status - A payment fails on an order It is also worth noting that all WooCommerce Memberships, WooCommerce Subscriptions and WooCommerce Bookings triggers are single-run. For a full list of WooCommerce triggers, [click here](https://automatorplugin.com/integration/woocommerce/). To better understand order-based triggers, here is a look at a similar recipe to the one used in the previous section. In the recipe pictured below we have selected the order-based trigger, *A user pays for an order with any product* and the Google Sheets action *Create a row in a Google Sheet*. [![woocommerce-order-based-trigger-for-google-sheets-recipe](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-based-trigger-for-google-sheets-recipe-1024x911.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-based-trigger-for-google-sheets-recipe.png) With the same order from the previous section, Automator created a single new row in Google Sheets. In other words, the recipe ran just once (1) for the order instead of three (3) times for each product within that order. [![woocommerce-order-information-concatenated](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-information-concatenated-1024x56.png)](https://automatorplugin.com/wp-content/uploads/2024/01/woocommerce-order-information-concatenated.png) Once again, the recipe logs make it clear that the order-based trigger caused the recipe to run just once. [![order-based-woocommerce-trigger-logs](https://automatorplugin.com/wp-content/uploads/2024/01/oder-based-woocommerce-trigger-logs-1024x214.png)](https://automatorplugin.com/wp-content/uploads/2024/01/oder-based-woocommerce-trigger-logs.png)## Refund-Based Triggers Choosing the right trigger to use in refund situations depends on how an order is refunded and what you want to target. Here’s a brief overview of available options: **An order is refunded** Full order has been refunded via admin or merchant. Changing the status or just refunding the entire order via the Refund functionality at the bottom of the admin w/o specifying any info to the Product Qty or Price. **An order is partially refunded** Only a partial amount of the order has been refunded via admin or merchant. Example refunding the order item value but not the shipping. **A product has it’s associated order refunded** Full or partial refund via admin or Merchant. Trigger relies on merchant data or utilizing the Qty and Price on the product items when using the admin refund functionality. **Article Categories:** Special Triggers --- ### [Integrating WordPress with Salesforce](https://automatorplugin.com/knowledge-base/integrating-wordpress-with-salesforce/) **Published:** July 17, 2024 **Author:** Ken Young **Content:** With the Uncanny Automator Elite Integrations addon, you can connect your WordPress site to Salesforce with just a few clicks. After you’ve [installed the Elite Integrations addon](https://automatorplugin.com/knowledge-base/installing-the-elite-integrations-addon/ "Installing the Elite Integrations Addon") for [Uncanny Automator](https://automatorplugin.com/pricing/ "Pricing"), you’ll need to connect Uncanny Automator to your Salesforce account. ### Connecting Uncanny Automator to your Salesforce account To connect Uncanny automator to your Salesforce account, follow these steps: 1. Go to **Automator** > **App Integrations**. 2. Scroll through the list of App Integrations and click **Salesforce**. 3. Click **Connect Salesforce**. ![](https://automatorplugin.com/wp-content/uploads/2024/07/salesforce-connection-settings.png) 4. You will be prompted to log into Salesforce. 5. You will then be asked to allow Uncanny Automator to manage your Salesforce data. Click **Allow** to complete the connection. You will be returned to the app connection screen on your WordPress site. ### Using Salesforce actions in recipes Once you’ve successfully connected to Salesforce, you can now use Uncanny Automator to create and update contacts and leads when users complete actions on your WordPress site. To do this: 1. Create a new recipe. 2. Choose the trigger(s) that will cause this recipe to run. Here are a few ideas: - Send new contacts to Salesforce when someone make a purchase - Add leads to Salesforce when someone fills out a form - Add a lead or contact to a campaign when a user completes a course, registers for an event or webinar, visits a specific page, or adds an item to their cart. 3. Add the desired Salesforce action to the recipe. 4. Ensure the trigger(s) and action(s) are set to Live, then set the recipe to Live. That’s it! Your recipe will now run whenever users complete the selected trigger(s), automatically sending the desired updates to your Salesforce account. **Article Categories:** Elite Integrations Addon --- ### [Using Automator Logs](https://automatorplugin.com/knowledge-base/using-automator-logs/) **Published:** May 18, 2021 **Author:** Ryan Moore **Content:** Monitoring recipe activity is an important way to confirm that recipes are working and what triggers and actions have and haven’t completed. Uncanny Automator offers 3 logging tools: Recipe logs, Trigger logs and Action logs. ## Recipe logs The Recipe log shows the overall progress of each recipe run, so it considers all triggers and actions in each recipe. Entries in this log are generally either “In progress”, where perhaps some but not triggers have been satisfied, or “Completed”, where trigger conditions are met and the actions have run successfully. This is a useful view for seeing activity status at a glance, but to dig deeper, use the **Details** button for a row to see more information about triggers and actions associated with a particular recipe run. [![Recipe run details](https://automatorplugin.com/wp-content/uploads/2021/05/Recipe_run_details.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Recipe_run_details.png) ## Trigger Logs The Trigger log, as its name suggests, is a detailed record of every trigger for every recipe that has been tracked on the site. This is effectively an overview of all user and webhook activity on the site associated with recipes. ## Action Logs The Action log shows everything that has happened on the site as a result of recipes that have run. This log is invaluable for tracing issues when recipes *don’t* run as expected, and if there are errors when executing recipes, this is where you can find out more details. The *Notes* column will help here, and might show errors like a user being missing, a Slack channel no longer existing, etc. Another important part of the Action log is that it shows what actions are scheduled but haven’t yet run, and if they haven’t yet run, they can be cancelled from this log. See below for a screenshot of how to cancel a scheduled action from the Action log. [![Cancel a scheduled action](https://automatorplugin.com/wp-content/uploads/2021/05/Cancel_a_scheduled_action.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Cancel_a_scheduled_action.png) ## Cleaning up the Logs Log entries typically take up very little space and don’t affect normal Automator performance, but certainly it makes sense to remove log entries that are no longer needed. Once recipes have been completed, after a certain amount of time you may decide that you want to purge those records. Users of the free version of Uncanny Automator can use the log pruning tool under **Automator > Settings >Data management** in /wp-admin/ to manually remove older long entries for recipes that have completed (successfully or unsuccessfully), dlete records when users are deleted, or automatically delete entries as recipes are completed. For users of our [Pro version](https://automatorplugin.com/pricing/), there is an additional automatic pruning option available so that you can clear older, unnecessary records after the number of days that you set. [![Automatically prune logs](https://automatorplugin.com/wp-content/uploads/2021/05/automatically-prune-logs.png)](https://automatorplugin.com/wp-content/uploads/2021/05/automatically-prune-logs.png) It’s also possible to prune logs using WP-CLI using this command: wp automator prune –help ## Delete all Automator records If you plan to uninstall and remove Automator plugins from your site, set the switch below to **Enabled**, then deactivate and delete Automator. Please note that this will remove all Automator records and they cannot be restored. [![Delete all Automator data](https://automatorplugin.com/wp-content/uploads/2021/05/Delete-all-Automator-data.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Delete-all-Automator-data.png) **Article Categories:** Key Resources --- ### [Mailchimp](https://automatorplugin.com/knowledge-base/mailchimp/) **Published:** February 24, 2021 **Author:** Ken Young **Content:** With the Uncanny Automator Mailchimp integration, you can now add subscribers to your Mailchimp audiences, tag users based on actions they take, or even create and send email campaigns automatically when new posts are published – without third-party or pay-per-use solutions like Zapier. It opens up a world of possibilities with a single plugin! If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Mailchimp. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Mailchimp integration. Once you’ve connected your free account or activated your Pro license key, return to the recipe page and click on the Mailchimp icon. ![](https://automatorplugin.com/wp-content/uploads/2021/02/connect-wordpress-to-mailchimp-plugin.png) You should see a dialog appear with a link to connect your Facebook account to Uncanny Automator. ### Connect your WordPress site to Mailchimp Click *Connect account.* You’ll see a screen asking you to authorize Uncanny Automator to access your account: [![](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-wordpress-connector.png)](https://automatorplugin.com/wp-content/uploads/2021/02/mailchimp-wordpress-connector.png) 1. Click **Allow**. ### Add Mailchimp actions to your recipes You are now ready to automate actions with Uncanny Automator and Mailchimp! Go ahead and explore the options available for adding users to audiences, adding tags to users, creating and sending campaigns, and more. [![Add a Mailchimp tag from WordPress](https://automatorplugin.com/wp-content/uploads/2021/02/Add_a_Mailchimp_tag_from_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2021/02/Add_a_Mailchimp_tag_from_WordPress.png) That’s it! Sit back and relax as your recipes run and update your Mailchimp users automatically as they complete your recipe’s triggers. Please note that adding a tag to a user does require that they belong to a Mailchimp audience, so if you do want to tag users, having a recipe add them to an audience first may be required. ### Notes - In actions such as “Add the user to an audience”, Mailchimp does not support the retrieval of non-text fields by third-parties. If you have checkbox or other non-text field types defined on an audience, you unfortunately will not be able to set values for these fields via Uncanny Automator. - If you include email content from a Mailchimp template, Mailchimp may block the campaign if it detects placeholder content that has not been replaced. - You must use the old template builder in Mailchimp in order to include templates in Automator actions; Mailchimp does not fully support the new template builder via the API. **Article Categories:** Special Actions --- ### [Google Sheets](https://automatorplugin.com/knowledge-base/google-sheets/) **Published:** January 27, 2021 **Author:** Ryan Moore **Content:** ### Connect a Google Account Once set up, Automator can be used to add new records to a Google Sheet and/or update existing records. To get started with Google Sheets, connect Automator to your Google account: 1. Visit **Automator > Settings** in /wp-admin/ on your website. 2. In the **Google** tab, click **Sign in with Google**. 3. In the list of permissions, make sure everything is checked, then click **Continue.** 4. Once you’re returned to the Google Sheets settings page, click the button labeled **Select Sheets**. 5. In the dialog that appears, choose the sheets that you want to use with Uncanny Automator. Only the sheets selected here will be available for use in your recipes. Once this is done, Google Sheets actions will be available for use in your recipes. ### Create a row in a Google Sheet To configure the *Create a row* action in Google sheets: 1. Choose the **Google Sheets** integration in the *Actions list*.[![Google Sheets Integration](https://automatorplugin.com/wp-content/uploads/2021/01/Google_Sheets_integration.png)](https://automatorplugin.com/wp-content/uploads/2021/01/Google_Sheets_integration.png) 2. Choose the *Create a row in a Google Sheet* action. 3. Make selections for the **Spreadsheet** and **Worksheet** for your account. These values determine where the rows will be added and what columns will be available. 4. After selecting a worksheet, you will see a list of columns for your worksheet on the left and a list of values on the right. 5. For each row, populate the Value that you want to add. In most cases, you will want to choose tokens from the triggers or the system by choosing the **\*** icon to the right of the field. (You cannot add or remove columns from the Google Sheet, you can only add rows for the existing columns.) 6. Save your updates and make sure the triggers, actions and recipe are all live. If you add, remove or reorder columns in Google Sheets itself, make sure visit the recipe and update the action. ![](https://automatorplugin.com/wp-content/uploads/2021/01/send-data-google-sheets-wordpress-add-row.png) ### Update a row in a Google Sheet 1. Choose the **Google Sheets** integration in the *Actions list*.[![Google Sheets Integration](https://automatorplugin.com/wp-content/uploads/2021/01/Google_Sheets_integration.png)](https://automatorplugin.com/wp-content/uploads/2021/01/Google_Sheets_integration.png) 2. Choose the *Update a row in a Google Sheet* action. 3. Make selections for the **Spreadsheet** and **Worksheet** for your account.![](https://automatorplugin.com/wp-content/uploads/2021/01/wordpress-google-sheets-update-row.png) 4. You will see a list of columns for your worksheet on the left and a list of values on the right. 5. In the *Column search* field, choose the column that you will use to identify the row to update. This correlates with the value you enter in the *Match value* field, which can be a token. This action works by finding a matching value in a column you specify, then updating the values in that row. In other words, suppose that column A in the worksheet has a list of row titles, and the row we want to update has a value of “Uncanny Automator” in the “Title” column. We would then make the Column search column “Title” and the value we want to match is “Uncanny Automator”. The action will find that row and be able to update other cells in that row. 6. In the *Row* table, review the list of columns and click the **Update?** switch for rows you want to update. You can update 1 or all columns, including the search column, it’s up to you. By default, *no* columns will be updated. 7. For every column where **Update?** is checked, enter a new value in the *Value* column. This will be the new cell value in the Google Sheet. 8. Save your updates and make sure the triggers, actions and recipe are all live. If you add, remove or reorder columns in Google Sheets itself, make sure visit the recipe and update the action. ### **Google Permissions Change in Uncanny Automator version 5.8** In mid-2024 Google decided to implement tighter security controls around Google Drive permissions, so in Uncanny Automator version 5.8 our Google Sheets integration was updated to conform with the new requirements. If you were using Google Sheets before Uncanny Automator version 5.8, you will need to reconnect your Google account to avoid interruption to your recipes: 1. These instructions only apply to version Uncanny Automator 5.8 or newer, so first, make sure you update to the latest version of Uncanny Automator. Google Sheets actions will not work in versions earlier than 5.8 after August 10, 2024. 2. Reconnect Uncanny Automator to your Google Sheets account. 1. Go to *Automator > App Integrations > Google Sheets*. 2. Click *Sign in with Google*. 3. Give Uncanny Automator the requested Google Drive/Google Sheets permissions. 4. When you’re returned to the settings page, click the button labeled **Select Sheets**. 5. In the dialog that appears, select which files to use with Uncanny Automator. Only the files selected here will be available in Google Sheets actions. If you run into any issues with Google Sheets before or after this update, please [contact support](https://automatorplugin.com/my-account/tickets/). ### **Tips and Troubleshooting** - You can change your connected Google account from the Automator Settings page, but you can only have one connected account at a time. Be very careful changing the account; it may break existing recipes. - If you are connected to Google but values in the recipe drop-down lists aren’t loading, it’s likely a permissions issue. Try disconnecting and reconnecting your account and make sure ALL checkboxes are checked; sometimes the 2 at the bottom of the permissions page are not. - Make sure each column has a header. Avoid removing headers after they’ve been included in a recipe (renaming them is fine though). - Do not change worksheet or column names after a recipe is created and live. If you do, you should remap the worksheet in the action and pull down the column names again to make sure everything is correct. - Worksheet and file names should start with at least 4 non-integer characters. Google Sheets has trouble with names that don’t follow this rule (e.g. TE12 and AXB123 may fail, TEIR12 and AXBC1 are fine, and certainly anything that starts with MORE than 3 letters if fine). - You should not use quotation marks in column headings. - New rows will always be added to the first empty row from the top. Even a comma or a space in a row would stop Automator from publishing to that row and look for the next empty row. - If you decide to change your permissions or want to review what Uncanny Automator is allowed to do, please refer to this Google Support article: **Article Categories:** Special Actions --- ### [Installing the User Lists Addon](https://automatorplugin.com/knowledge-base/installing-the-user-lists-addon/) **Published:** April 24, 2024 **Author:** Ken Young **Content:** The Uncanny Automator User Lists addon makes it easy to manage who receives outgoing campaigns and transactional emails. With it, you can set up newsletter mailing lists, allow users to manage list subscriptions, and coordinate sending campaigns to list members. The Uncanny Automator User Lists Addon is included free with [Pro – Plus or higher plans](https://automatorplugin.com/pricing/). Once you’ve purchased the appropriate license, follow these steps to install the plugin: 1. Navigate to the downloads page in your account on our website at . 2. Download the zip file for the **Uncanny Automator User Lists Addon**. 3. On your site, navigate to **Plugins > Add New** in /wp-admin/. 4. At the top of the page, click the **Upload Plugin** button. Click **Choose File** to select the *User Lists Addon* zip file. 5. Click the **Install Now** button and then **Activate** the plugin. Be sure that you’ve activated your license at **Automator > Settings** in /wp-admin/ to enable the features of the User Lists addon and unlock access to automatic updates. You’ll need to have a Pro – Plus or higher license activated to use the User Lists addon. **Article Categories:** User Lists Addon --- ### [Facebook Pages](https://automatorplugin.com/knowledge-base/facebook/) **Published:** July 28, 2021 **Author:** Ryan Moore **Content:** With Uncanny Automator, connecting your WordPress site to Facebook Pages has never been easier. Automatically push new posts from your WordPress blog to your Facebook page, or post links and photos to your page when admins or even regular users perform specific actions on your website. ### Connect your site or activate your Pro license If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](/knowledge-base/what-are-credits/) to use with Facebook. If you have Uncanny Automator Pro – Basic or higher, simply activate your Pro license key to get unlimited usage of the Facebook integration. ### Connect Uncanny Automator to your Facebook account Once you’ve connected your free account or activated your Pro license key, return to the recipe page and click on the Facebook icon. [![](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-to-facebook.png)](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-to-facebook.png) You should see a dialog appear with a link to connect your Facebook account to Uncanny Automator. [![](https://automatorplugin.com/wp-content/uploads/2021/07/connect-facebook-to-uncanny-automator.png)](https://automatorplugin.com/wp-content/uploads/2021/07/connect-facebook-to-uncanny-automator.png) Click *Connect account*, which opens the Facebook settings page in a new window, then click *Connect Facebook Pages*. [![](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-to-facebook-pages.png)](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-to-facebook-pages.png) This launches into the process of connecting your Facebook account with our **Uncanny Automator Facebook app**, which is what enables Uncanny Automator to post updates to your Facebook page. Here are the screens you’ll see: [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-1-252x300.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-1.png) ### Connect your Instagram Business account (optional) If you have an Instagram Business account connected to your Facebook account, you may see this page next. If you want Uncanny Automator to post to your Instagram Business account, select the account on this screen: [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-instagram.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-instagram.png) ### Select which Facebook Pages to automatically post updates to from your WordPress site In this step, choose which pages you want Uncanny Automator to be able to post updates to: [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-2.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-2.png) These are the permissions Uncanny Automator requires to post to your Facebook Page (and/or Instagram Business account). If you turn off any of these permissions, Uncanny Automator may not work correctly. [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-3.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-3.png) [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-4.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-4.png) Clicking OK on the last screen brings you back to your site, where you can view info about the connected account: [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-connected-to-facebook-pages.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-connected-to-facebook-pages.png) After closing that window, your recipe page will reload and you can now add the desired Facebook action to your recipe: [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-5.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-facebook-pages-5.png) That’s it! You can now automatically add posts, images or links to your Facebook page when new posts are published to your WordPress site, or even when new pages, courses, products, etc. are created. You could even post updates when when users complete milestones on your site as a way to celebrate their successes…the possibilities are endless. ### Disconnecting your Facebook Account If you decide you no longer want to use the Uncanny Automator Facebook Pages integration, you can disconnect your site by going to Automator > Settings > App integrations > Facebook Pages > Disconnect. Note that this disconnects your current site, but does not remove the Uncanny Automator app from your Facebook account to avoid disrupting recipes if you are using the Uncanny Automator Facebook integration on another site. If you want to remove the Uncanny Automator Facebook app from your account, follow these steps: 1. On Facebook, go to **Settings & privacy > Settings** 2. Click **Business integrations**. 3. Find *Uncanny Automator* and click **Remove**. **Article Categories:** Special Actions --- ### [Installing the Custom User Fields Addon](https://automatorplugin.com/knowledge-base/installing-the-custom-user-fields-addon/) **Published:** September 20, 2023 **Author:** Ken Young **Content:** The Uncanny Automator Custom User Fields Addon is included free with [Pro – Plus or higher plans](https://automatorplugin.com/pricing/). Once you’ve purchased the appropriate license, follow these steps to install the plugin: 1. Navigate to the downloads page in your account on our website at . ![](https://automatorplugin.com/wp-content/uploads/2023/09/download-custom-user-fields-wordpress-1.png) 2. Download the zip file for the Uncanny Automator Custom User Fields Addon. 3. On your site, navigate to **Plugins > Add New** in /wp-admin/. 4. At the top of the page, click the **Upload Plugin** button. Click **Choose File** to select the Custom User Fields Addon zip file. 5. Click the **Install Now** button and then **Activate** the plugin. Be sure that you’ve activated your license at **Automator > Settings** in /wp-admin/ to enable the features of Custom User Fields Addon and unlock access to automatic updates. **Article Categories:** Custom User Fields Addon --- ### [Installing the Restrict Content Addon](https://automatorplugin.com/knowledge-base/installing-the-restrict-content-addon/) **Published:** November 23, 2023 **Author:** Ryan Moore **Content:** The [Restrict Content Addon](https://automatorplugin.com/restrict-content-addon/) is included free with [Automator Pro – Plus or higher plans](https://automatorplugin.com/pricing/). Once you’ve purchased the appropriate license, follow these steps to install the plugin: 1. Navigate to the downloads page in your account on our website at . 2. Download the zip file for the Uncanny Automator Restrict Content Addon. 3. On your site, navigate to **Plugins > Add New** in /wp-admin/. 4. At the top of the page, click the **Upload Plugin** button. Click **Choose File** to select the Restrict Content zip file. 5. Click the **Install Now** button and then **Activate** the plugin. Be sure that you’ve activated your license at **Automator > Settings** in /wp-admin/ to enable the features of the Restrict Content Addon and unlock access to automatic updates. **Article Categories:** Restrict Content Addon --- ### [Instagram Business](https://automatorplugin.com/knowledge-base/instagram/) **Published:** July 28, 2021 **Author:** Ryan Moore **Content:** With Uncanny Automator, connecting your WordPress site to your Instagram Business account is as easy as a few clicks. Automatically push new posts from your WordPress site to your Instagram Business account, including blog posts or even custom post types like events, products, courses and more. ### Setting up an Instagram Business account and connecting it to a Facebook page Before you can use Uncanny Automator to post to your Instagram Business account, you’ll need to create an Instagram Business account and connect it to a Facebook page for your business. Unfortunately, Facebook does not provide a method for posting to a non-business Instagram account, so **only Instagram Business accounts are supported**. 1. [Convert your Instagram account to an Instagram Business account](https://help.instagram.com/502981923235522). This is the first step if you have a standard (non-Business) Instagram account. 2. [Connect your Instagram Business account to a Facebook page](https://help.instagram.com/570895513091465). This step is required to enable Uncanny Automator to post to your Instagram Business account. **If you run into any issues with this process, please reach out to Facebook/Instagram support**. Unfortunately, we cannot provide support for setting up an Instagram Business account or connecting it to a Facebook page. ### Connecting your Instagram Business account to Uncanny Automator After you have your Instagram Business account connected to your Facebook page, if you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Instagram. If you have Uncanny Automator Pro – Basic or higher, simply activate your Pro license key to get unlimited usage of the Instagram integration. Next, you’ll need to follow the steps to [connect your WordPress site to your Facebook account](https://automatorplugin.com/knowledge-base/facebook/). Instagram is very closely integrated with Facebook, and the process of setting up permissions for your Instagram account first requires connecting Uncanny Automator to your Facebook account (the Facebook account that is linked to your Instagram Business account). Once you’ve completed those steps, return to the recipe page and click on the Instagram icon. You’ll see a dialog that prompts you to connect Uncanny Automator to your Instagram account:[![](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-to-instagram-0.png)](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-to-instagram-0.png) Clicking *Connect account* will open the Instagram settings tab (or you can access it directly by going to *Uncanny Automator > Settings > Instagram*): [![](https://automatorplugin.com/wp-content/uploads/2021/07/link-instagram-to-wordpress.png)](https://automatorplugin.com/wp-content/uploads/2021/07/link-instagram-to-wordpress.png) This step is super quick and easy. Click the refresh icon next to *No Instagram accounts connected*. This should find any Instagram Business accounts that are linked to the Facebook pages you’ve authorized for Uncanny Automator: [![](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-account-connected-to-wordpress.png)](https://automatorplugin.com/wp-content/uploads/2021/07/instagram-account-connected-to-wordpress.png) That’s it! You can now automatically add posts to your Instagram Business account when new posts are published to your WordPress site, or even when new pages, courses, products, etc. are created. **Important:** Facebook profiles with a “Personalized” role for for the Instagram account may not be able to post; make sure the Facebook profile has an “Administrator” role for the page. **Note on posting limits**: The Instagram API limits posting to 25 posts per day, with a maximum of 20 hashtags per post. **Article Categories:** Special Actions --- ### [Create a registration form with Caldera Forms](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-caldera-forms/) **Published:** May 12, 2020 **Author:** Mark Chaves **Content:** Contact forms provide a convenient way for your website visitors to reach you. If you’re offering products, services, or information through your site, then having a contact form is a must-have. A relative newcomer to the forms plugin arena is [Caldera Forms](https://automatorplugin.com/integration/caldera-forms/). Being new can have advantages. In this case, Caldera Forms has a modern visual and responsive form builder. This makes Caldera Forms an excellent fit for site owners who have come to expect drag-and-drop and mobile support. But what happens now, if you need to start registering users? Look no further. In this article, you’ll learn how to use the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) plugin to create a user registration form with your Caldera Forms. ## Before starting Creating a registration form requires a recipe that can add a new WordPress user. This feature is available on Automator Pro [pricing plans](https://automatorplugin.com/pricing/). If you need to brush up on the terminology, please read about [recipes](https://automatorplugin.com/knowledge-base/recipes/), [triggers](https://automatorplugin.com/knowledge-base/what-is-a-trigger/), and [actions](https://automatorplugin.com/knowledge-base/actions/). There are two parts to the process. The first part is to build our form so we can gather the registration input. The second is to make our recipe (triggers and actions) that will register the user in WordPress. ## Build the form 1\. From your /wp-admin/ dashboard, navigate to **Caldera Forms** > **New Form**. ![Create a registration form with Caldrea Forms](https://automatorplugin.com/wp-content/uploads/2020/05/automator-caldera-new-456w.jpg) A **Create New Form** pop-up displays. 2\. Select the first template called **Contact Form**. ![Caldera Form contact form template selection](https://automatorplugin.com/wp-content/uploads/2020/05/automator-caldera-create-new-form-793w.jpg) 3\. Name the form “Caldera – Simple Registration Form”. 4\. Click **Create Form**. In the Layout Builder, we’ll need four fields. We’ll want two **Single Line Text** fields; one field is for the first name and the other is for the last name. We’ll also need an **Email Address** and a **Button** field. 5\. Keep the HTML header field. 6\. Keep the next three fields: **First Name**, **Last Name**, and **Email Address**. 7\. Delete the **How can we help?** row and the **Comments / Questions** row. 8\. Change the h2 heading to “Caldera – Simple Registration Form”. 9\. Remove the paragraph that’s below the header. 10\. Change the **Send Message** button to read “Register”. Your layout builder should look similar to this. ![Caldera Forms form builder](https://automatorplugin.com/wp-content/uploads/2020/05/automator-caldera-simple-edit-793w.jpg) 11\. Click **Save** **Form** to save your changes. Now that you have a form, we can add it to a page using the shortcode or the **Caldera Form** Gutenberg block. Then, we’ll see something like this. ![Simple registration form using Caldera Forms](https://automatorplugin.com/wp-content/uploads/2020/05/automator-caldera-simple-form-page-793w-1.png) It’s looking good! We’re ready to move on to the second part. ## Create the recipe 1\. From your wp-admin dashboard, navigate to Uncanny **Automator** > **Add New**. ![Uncanny Automator v2.1.4 add new recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-new-v214-277w.png) 2\. Select **Everyone** for the recipe type. This needs to be a recipe for everyone because we want to create a new WordPress user. Logged-in users cannot create new users. 3\. Click **Confirm.** [![Recipes for logged in users or everyone](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png)](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png) Learn more about [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/). 4\. Name your recipe “Simple registration form using Caldera Forms”. 5\. Select **Caldera Forms** for the integration. ![Selecting Caldera for the Automator integration](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-caldera-793w.jpg) Note: We can only have one trigger for a recipe for everyone. 6\. For the trigger, select **A Caldera Form is submitted**. ![Automator trigger for when a Caldera form is submitted](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-caldera-selection-793w.jpg) 7\. For the form, choose our **Caldera – Simple Registration Form** that we made in part 1. ![Caledra form section for the Automator recipe trigger](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-caldera-selection-2-793w.jpg) 8.Click **Save**. 9\. Next, select **New User** for **Actions will be run on..**. ![New user selection action for Uncanny Automator recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-actions-new-user-793w.jpg) You should now see a form displaying the standard WordPress user account fields: first name, last name, email, username, display name, password, and roles. For the first four fields, we want to grab the data from our Caldera Forms form. Let’s do the first name together. 10\. Click on the asterisk icon (\*) on the right-hand side of the **First name** field. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) This is the token selector. Tokens act like handles to the data in the form. Tokens will get filled in later with actual values when the form is submitted. So, for the **First name** field for our new user, we want the **First Name** token from our Caldera Forms form. 11\. Select **Caldera – Simple Registration Form** that’s highlighted in blue. 12\. From the dropdown menu, click on **First Name**. You’ll see the first name token appear in the text field above. ![Augtomator recipe: set user first name from the Caldera Form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-caldera-set-user-first-name-793w.jpg) Follow the same steps for the **Last name** and **Email** fields except you’ll want to select the corresponding token for each. For example, choose the **Last Name** token for the **Last name** field and the **Email Address** token for the **Email** field. We want our usernames to be the same as the email. 13\. So, for the **Username** field, select the **Email Address** token. 14\. Leave the **Display name** blank. For the password, we want the user to reset it before logging in for the first time. We’ll get to that in a bit. 15\. So, leave the **Password** field blank too. 16\. Keep the default **Subscriber** selected for the **Roles** field. 17\. Click **No** for the **Log the new user in?** field. 18\. Click **Do nothing** for the **What to do if the user already exists** field. 19\. Click **Save**. When you’re done, your new user data form should look like this. ![Caldera set user data completed](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-caldera-set-user-completed-793w.jpg) OK. We created our form, did our trigger, and we just finished defining our new user fields. Now, on to our next ingredient—the confirmation email. 20\. Under the **Set user data** section, click on **Add action** next to the lightning bolt icon. ![Automator add action lightning bolt icon](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-add-action-274w.png) A set of available integrations will be displayed. We’re going to have WordPress handle this. 21\. Select **WordPress** from the set of integrations. ![WordPress integration screen capture for Automator site-to-site connections](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-wordpress-action-selected-793w-1.jpg) 22\. In the **Select an action** dropdown, select **Send an email**. We’ll get another form to fill-out. This time it’s an email template. 23\. Keep the **Send an email to** at the top and the **From** and **To** fields set to their default values. 24\. Add your **Subject**. 25\. Compose your message. For the **Body**, we get a text editor complete with a token selector icon to work with. That means we can pull in data from WordPress and our Caldera Forms form to compose a personalized message. In my example below, I’m grabbing tokens to personalize the first name and the username. Then, I include a reset password link courtesy of WordPress. 26\. Click **Save**. ![Using WordPress to send an automatic email in Uncanny Automator Pro](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-wordpress-caldera-email-completed-793w.jpg) Our last step is to make our recipe Live. We’ll need to click on all three **Draft** toggles displayed on our recipe page. 27\. Click on each toggle to make them live. The first one is in the trigger block at the top. The second one is for our WordPress email towards the bottom of the **Actions** block. Finally, the third one is for the entire recipe and it’s located in the right sidebar under the **Recipe** details. ![A complete Automator recipe for a Caldera Forms registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-caldera-simple-completed-793w.jpg) Congratulations! You now have a user registration form that will: - Create a new WordPress account. - Send a personalized confirmation. - Provide a password reset link. ## Summary Here are the important things we covered: 1. Creating a simple Caldera Forms form that takes a **First Name**, **Last Name**, and **Email**. 2. Creating a recipe for everyone in Uncanny Automator that’s *triggered* when the Caldera Forms form is submitted. 3. Setting up the recipe *action* to automatically create a new WordPress user. 4. Crafting a custom email autoresponder that sends the account details to the new user. This is just a simple yet powerful demonstration of how Uncanny Automator can supercharge your contact form. Check out our in-depth blog post on [creating registration forms](https://automatorplugin.com/create-registration-forms-with-free-forms-plugins/) with free form plugins to learn more. ## Next steps Once the basic user registration form is in place, you can add [additional actions](https://automatorplugin.com/all-triggers-and-actions/) to the recipe and even add extra fields to the form to capture additional details for the user. Using the [Set user meta WordPress action](https://automatorplugin.com/integration/wordpress-core/), you can add form data directly to the user’s WordPress profile. **Article Categories:** Registering Users --- ### [Create a registration form with Ninja Forms](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-ninja-forms/) **Published:** May 13, 2020 **Author:** Mark Chaves **Content:** These days, no website is complete without a contact form. What better way is there to start a dialogue with your followers and customers? Boasting over 1 million active installs while maintaining a 4.5-star rating at the time of writing is [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/). Ninja Forms claims to be the most user-friendly form builder. Having clients such as Lucasfilm Ltd., The New York Times, and Harvard University doesn’t hurt either. But what if you’re loving your Ninja Forms, and yet you’re wishing you can register users to your site? Well, sit tight. In this article, you’ll learn how to use the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) plugin to create a user registration form with your Ninja Forms. ## Before starting Creating a registration form requires a recipe that can add a new WordPress user. This feature is available on Automator Pro [pricing plans](https://automatorplugin.com/pricing/). If you need to brush up on the terminology, please read about [recipes](https://automatorplugin.com/knowledge-base/recipes/), [triggers](https://automatorplugin.com/knowledge-base/what-is-a-trigger/), and [actions](https://automatorplugin.com/knowledge-base/actions/). There are two parts to the process. The first part is to build our form so we can gather the registration input. The second is to make our recipe (triggers and actions) that will register the user in WordPress. ## Build the form 1\. From your /wp-admin/ dashboard, navigate to **Ninja Forms** > **Add New**. ![Add new Ninja form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-ninja-add-new-280w.png) A page of template choices appear. 2\. Select **Contact Us**. ![Ninja Forms Contact Us template](https://automatorplugin.com/wp-content/uploads/2020/05/automator-ninja-contact-us-793w.jpg) 3\. Delete the **Name** field. 4\. Add a **First Name** and a **Last Name** field from the **USER INFORMATION FIELDS**. ![Ninja Forms user information fields](https://automatorplugin.com/wp-content/uploads/2020/05/automator-ninja-user-info-fields-793w.png) 6\. Keep the **Email** field. 7\. Delete the **Message** field. 8\. Change the **Submit** button text to “Register”. 9\. Navigate to **Advanced** > **Display Settings**. 10\. Change the **FORM** **TITLE** to “Ninja – Simple Registration Form”. Your layout builder should look similar to this. ![Ninja Forms simple registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-ninja-simple-registration-form-builder-793w.png) 9\. Click the **PUBLISH** button to make the form live. Now that you have a form, we can add it to a page using the shortcode or the **Ninja Form** Gutenberg block. Then, we’ll see something like this. ![Completed Ninja Forms registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-ninja-simple-registration-public-793w.png) Well done! We’re ready to move on to the second part. ## Create the recipe 1\. From your wp-admin dashboard, navigate to Uncanny **Automator** > **Add New**. ![Uncanny Automator v2.1.4 add new recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-new-v214-277w.png) 2\. Select **Everyone** for the recipe type. This needs to be a recipe for everyone because we want to create a new WordPress user. Logged-in users cannot create new users. 3\. Click **Confirm.** [![Recipes for logged in users or everyone](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png)](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png) Learn more about [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/). 4\. Name your recipe “Simple registration form using Ninja Forms”. 5\. Select **Ninja Forms** for the integration. ![Automator Ninja Forms trigger](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-ninja-793w.png) Note: We can only have one trigger for a recipe for everyone. 6\. For the trigger, select **A Ninja Form is submitted**. ![Automator anonymous recipe trigger for a Ninja Forms submission](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-ninja-selection-793.png) 7\. For the form, choose our **Ninja – Simple Registration Form** that we made in part 1. ![Automator trigger Ninja Form selection](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-ninja-selection-2-793w.jpg) 8\. Click **Save**. That’s it for the trigger. Next up, the action. 9\. Next, select **New User** for **Actions will be run on..**. ![New user selection action for Uncanny Automator recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-actions-new-user-793w.jpg) You should now see a form displaying the standard WordPress user account fields: first name, last name, email, username, display name, password, and roles. For the first four fields, we want to grab the data from our Ninja Forms form. Let’s do the first name together. 10\. Click on the asterisk icon (\*) on the right-hand side of the **First name** field. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) This is the token selector. Tokens act like handles to the data in the form. Tokens will get filled-in later with actual values when the form is submitted. So, for the **First name** field for our new user, we want the **First Name** token from our Ninja Forms form. 11\. Select **Ninja – Simple Registration Form** that’s highlighted in blue. 12\. From the dropdown menu, click on **First Name**. You’ll see the first name token appear in the text field above. ![Automator recipe action set user first name](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-ninja-set-user-first-name-793w.jpg) Follow the same steps for the **Last name** and **Email** fields except you’ll want to select the corresponding token for each. For example, choose the **Last Name** token for the **Last name field** and the **Email Address** token for the **Email field**. We want our usernames to be the same as the email. 13\. So, for the **Username** field, select the **Email Address** token. 14\. Leave the **Display name** blank. For the password, we want the user to reset it before logging in for the first time. We’ll get to that in a bit. 15\. So, leave the **Password** field blank too. 16\. Keep the default **Subscriber** selected for the **Roles** field. 17\. Click **No** for the **Log the new user in?** field. 18\. Click **Do nothing** for the **What to do if the user already exists** field. 19\. Click **Save**. When you’re done, your new user data form should look like this. ![Automator recipe set user completed](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-ninja-set-user-completed-793w.jpg) OK. We created our form, did our trigger, and we just finished defining our new user fields. Now, on to our last ingredient—the confirmation email. 20\. Under the **Set user data** section, click on **Add action** next to the lightning bolt icon. ![Automator add action lightning bolt icon](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-add-action-274w.png) A set of available integrations will be displayed. We’re going to have WordPress handle this. 21\. Select **WordPress** from the set of integrations. ![Automator WordPress action selected](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-action-integration-wordpress-selected-793w.png) 22\. In the dropdown, select **Send an email**. We’ll get another form to fill-out. This time it’s an email template. 23\. Keep the **Send an email to** at the top and the **From** and **To** fields set to their default values. 24\. Add your **Subject**. 25\. Compose your message. For the **Body**, we get a text editor complete with a token selector icon to work with. That means we can pull in data from WordPress and our Ninja Forms form to compose a personalized message. In my example below, I’m grabbing tokens to personalize the first name and the username. Then, I include a reset password link courtesy of WordPress. 26\. Click **Save**. ![Completed WordPress and Ninja Forms email action](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-wordpress-ninja-email-completed-793w.jpg) Our last step is to make our recipe live. We’ll need to click on all three **Draft** toggles displayed on our recipe page. 27\. Click on each toggle to make them live. The first one is in the trigger block at the top. The second one is for our WordPress email towards the bottom of the **Actions** block. Finally, the third one is for the entire recipe and it’s located in the right sidebar under the **Recipe** details. ![A complete Automator recipe for a Ninja Forms registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-ninja-simple-completed-793w.jpg) Congratulations! You now have a user registration form that will: - Create a new WordPress account. - Send a personalized confirmation. - Provide a password reset link. ## Summary Here are the important things we covered: 1. Creating a simple Ninja Forms form that takes a **First Name**, **Last Name**, and **Email**. 2. Creating a recipe for everyone in Uncanny Automator that’s *triggered* when the Ninja Forms form is submitted. 3. Setting up the recipe *action* to automatically create a new WordPress user. 4. Crafting a custom email autoresponder that sends the account details to the new user. This is just a simple yet powerful demonstration of how Uncanny Automator can supercharge your contact form. Check out our in-depth blog post on [creating registration forms](https://automatorplugin.com/create-registration-forms-with-free-forms-plugins/) with free form plugins to learn more. ## Next steps Once the basic user registration form is in place, you can add [additional actions](https://automatorplugin.com/all-triggers-and-actions/) to the recipe and even add extra fields to the form to capture additional details for the user. Using the [Set user meta WordPress action](https://automatorplugin.com/integration/wordpress-core/), you can add form data directly to the user’s WordPress profile. **Article Categories:** Registering Users --- ### [Create a registration form with Gravity Forms](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-gravity-forms/) **Published:** May 16, 2020 **Author:** Mark Chaves **Content:** These days, it’s hard to imagine having a website without a contact form. A simple contact form can open the doors to a long and fruitful relationship between you and your customers. There’s no excuse not to have one when there are so many free and paid form plugins out there. [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) is a premium plugin that’s a favourite among folks looking for advanced options such as conditional logic and submission limits. While it’s basic pricing plan does offer several features, user registration isn’t one of them. In fact, you’ll need to upgrade two levels to the Elite pricing plan to be able to register users using Gravity Forms. So what’s there to do if you’ve already invested in Gravity Forms’ basic plan, yet you need a registration form? We’ve got a solution for you. In this article, you’ll learn how to use the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) plugin to create a user registration form with your Gravity Forms. ## Before starting Creating a registration form requires a recipe that can add a new WordPress user. This feature is available on Automator Pro [pricing plans](https://automatorplugin.com/pricing/). If you need to brush up on the terminology, please read about [recipes](https://automatorplugin.com/knowledge-base/recipes/), [triggers](https://automatorplugin.com/knowledge-base/what-is-a-trigger/), and [actions](https://automatorplugin.com/knowledge-base/actions/). There are two parts to the process. The first part is to build our form so we can gather the registration input. The second is to make our recipe (triggers and actions) that will register the user in WordPress. ## Build the form 1\. From your /wp-admin/ dashboard, navigate to **Forms** > **New Form**. ![Gravity Forms add new](https://automatorplugin.com/wp-content/uploads/2020/05/automator-gravity-add-new-274w.png) 2\. Enter “Gravity – Simple Registration Form” for the **Form Title**. 3\. Click the **Create Form** button. The form editor displays. 4\. From the **Standard Fields** in the *Form Toolbox*, add one **Single Line Text** field each for the **First Name** and the **Last Name.** 5\. Under the **Rules** settings for both fields, check **Required**. 6\. From the **Advanced Fields** in the *Form Toolbox*, add an **Email** field. 8\. Make this **Required** too. 9\. Click the **Update** button towards the bottom right of the page. That takes care of the input fields. Let’s set up the button next. 10\. Click on **Settings** (gear icon) in the editor’s top menu bar. 11\. Change the form’s **Button text** to “Register”. ![Gravity Forms button settings](https://automatorplugin.com/wp-content/uploads/2020/05/automator-gravity-register-button-793w.png) 12\. Click the **Update Form Settings** button at the bottom of the page. Your form editor should look similar to this. ![Gravity Forms form editor](https://automatorplugin.com/wp-content/uploads/2020/05/automator-gravity-simple-registration-form-editor-completed-793w.jpg) Now that you have a form, you can add it to a page using the **Add Form** button in the classic editor. If you’re using Gutenberg, search for the **Gravity Forms** block. Then, we’ll see something like this. ![Completed Gravity Forms registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-gravity-simple-registration-public-793w.jpg) Well done! We’re ready to move on to the second part. ## Create the recipe 1\. From your wp-admin dashboard, navigate to Uncanny **Automator** > **Add New**. ![Uncanny Automator v2.1.4 add new recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-new-v214-277w.png) 2\. Select **Everyone** for the recipe type. This needs to be a recipe for everyone because we want to create a new WordPress user. Logged-in users cannot create new users. 3\. Click **Confirm.** [![Recipes for logged in users or everyone](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png)](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png) Learn more about [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/). 4\. Name your recipe “Simple registration form using Gravity Forms”. 5\. Select **Gravity Forms** for the integration. ![Selecting Gravity Forms for the Automator integration](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-gravity-793w.png) Note: We can only have one trigger for recipes that run for everyone. 6\. For the trigger, select **A Gravity form is submitted**. ![Automator anonymous recipe trigger for a Gravity Forms submission](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-gravity-selection-793w.png) 7\. For the form, choose our **Gravity – Simple Registration Form** that we made in part 1. ![Automator Gravity Forms trigger](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-gravity-selection-2-793w.png) 8\. Click **Save**. That’s it for the trigger. Next up, the action. 9\. Next, select **New User** for **Actions will be run on..**. ![New user selection action for Uncanny Automator recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-actions-new-user-793w.jpg) You should now see a form displaying the standard WordPress user account fields: first name, last name, email, username, display name, password, and roles. For the first four fields, we want to grab the data from our Gravity Forms form. Let’s do the first name together. 10\. Click on the asterisk icon (\*) on the right-hand side of the **First name** field. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) This is the token selector. Tokens act like handles to the data in the form. Tokens will get filled-in later with actual values when the form is submitted. So, for the **First name** field for our new user, we want the **First Name** token from our Gravity Forms form. 11\. Select **Gravity – Simple Registration Form** that’s highlighted in blue. 12\. From the dropdown menu, click on **First Name**. You’ll see the first name token appear in the text field above. ![Automator recipe setting user data action from a Gravity Forms form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-gravity-set-user-first-name-selected-793w.jpg) Follow the same steps for the **Last name** and **Email** fields except you’ll want to select the corresponding token for each. For example, choose the **Last Name** token for the **Last name field** and the **Email Address** token for the **Email field**. We want our usernames to be the same as the email. 13\. So, for the **Username** field, select the **Email Address** token. 14\. Leave the **Display name** blank. For the password, we want the user to reset it before logging in for the first time. We’ll get to that in a bit. 15\. So, leave the **Password** field blank too. 16\. Keep the default **Subscriber** selected for the **Roles** field. 17\. Click **No** for the **Log the new user in?** field. 18\. Click **Do nothing** for the **What to do if the user already exists** field. 19\. Click **Save**. When you’re done, your new user data form should look like this. ![Automator recipe action setting user data from a Gravity Forms form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-gravity-set-user-completed-793w.jpg) OK. We created our form, did our trigger, and we just finished defining our new user fields. Now, on to our last ingredient—the confirmation email. 20\. Under the **Set user data** section, click on **Add action** next to the lightning bolt icon. ![Automator add action lightning bolt icon](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-add-action-274w.png) A set of available integrations will be displayed. We’re going to have WordPress handle this. 21\. Select **WordPress** from the set of integrations. ![Automator WordPress action selected](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-action-integration-wordpress-selected-793w.png) 22\. In the dropdown, select **Send an email**. We’ll get another form to fill-out. This time it’s an email template. 23\. Keep the **Send an email to** at the top and the **From** and **To** fields set to their default values. 24\. Add your **Subject**. 25\. Compose your message. For the **Body**, we get a text editor complete with a token selector icon to work with. That means we can pull in data from WordPress and our Gravity Forms form to compose a personalized message. In my example below, I’m grabbing tokens to personalize the first name and the username. Then, I include a reset password link courtesy of WordPress. 26\. Click **Save**. ![Automator recipe action WordPress email completed](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-wordpress-gravity-email-completed-793w.jpg) Our last step is to make our recipe Live. We’ll need to click on all three **Draft** toggles displayed on our recipe page. 27\. Click on each toggle to make them live. The first one is in the trigger block at the top. The second one is for our WordPress email towards the bottom of the **Actions** block. Finally, the third one is for the entire recipe and it’s located in the right sidebar under the **Recipe** details. ![Automator anonymous recipe completed for Gravity Forms registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-gravity-simple-completed-793w.jpg) Congratulations! You now have a user registration form that will: - Create a new WordPress account. - Send a personalized confirmation. - Provide a password reset link. ## Summary Here are the important things we covered: 1. Creating a simple Gravity Forms form that takes a **First Name**, **Last Name**, and **Email**. 2. Creating a Recipe for Everyone in Uncanny Automator that’s *triggered* when the Gravity Forms form is submitted. 3. Setting up the recipe *action* to automatically create a new WordPress user. 4. Crafting a custom email autoresponder that sends the account details to the new user. This is just a simple yet powerful demonstration of how Uncanny Automator can supercharge your contact form. Check out our in-depth blog post on [creating registration forms](https://automatorplugin.com/create-registration-forms-with-free-forms-plugins/) with free form plugins to learn more. ## Next steps Once the basic user registration form is in place, you can add [additional actions](https://automatorplugin.com/all-triggers-and-actions/) to the recipe and even add extra fields to the form to capture additional details for the user. Using the [Set user meta WordPress action](https://automatorplugin.com/integration/wordpress-core/), you can add form data directly to the user’s WordPress profile. **Article Categories:** Registering Users --- ### [Create a registration form with WPForms](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-wpforms/) **Published:** May 24, 2020 **Author:** Mark Chaves **Content:** After someone lands on your website and decides they’re at the right place, they’ll want to contact you. Having a contact form is a perfect way to make this connection happen. It’s hard not to have a contact form with so many form plugins out there. [WPForms](https://automatorplugin.com/integration/wp-forms/) is a popular solution clocking in at more than 4 million installs and a five-star rating at the time of writing. WPForms does an excellent job of simplifying the form building process. It also comes in a pro version with more advanced features. But, what if we need a registration form without having to shop around for another forms product or add-on? We’ve got a solution for you. In this article, you’ll learn how to use the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) plugin to create a user registration form with WPForms. ## Before starting Creating a registration form requires a recipe that can add a new WordPress user. This feature is available on Automator Pro [pricing plans](https://automatorplugin.com/pricing/). If you need to brush up on the terminology, please read about [recipes](https://automatorplugin.com/knowledge-base/recipes/), [triggers](https://automatorplugin.com/knowledge-base/what-is-a-trigger/), and [actions](https://automatorplugin.com/knowledge-base/actions/). There are two parts to the process. The first part is to build our form so we can gather the registration input. The second is to make our recipe (triggers and actions) that will register the user in WordPress. ## Build the form 1\. From your /wp-admin/ dashboard, navigate to **WPForms**> **Add New**. ![WPForms Add New](https://automatorplugin.com/wp-content/uploads/2020/05/automator-wpforms-new-454w.png) 2\. On the **Select a Template** page, name the form “WPForms – Simple Registration Form”. 3\. Select the **Simple Contact Form** template. 4\. In the **Fields** editor pane, delete the **Comment or Message** field text area. 5\. Change the submit button to “Register”. Your form builder should look similar to this. ![WPForms form editor](https://automatorplugin.com/wp-content/uploads/2021/09/WPForms-Simple-registration-form.png) 6\. Click **Save**. Now that you have a form, you can add it to a page using the shortcode. If you’re using Gutenberg, search for the **WPForms** block. Your form should look something like this. ![WPForms registration form using Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/05/automator-wpforms-form-page-793w.png) Well done! We’re ready to move on to the second part. ## Create the recipe 1\. From your wp-admin dashboard, navigate to Uncanny **Automator** > **Add New**. ![Uncanny Automator v2.1.4 add new recipe](https://automatorplugin.com/wp-content/uploads/2021/09/Uncanny-Automator-add-new-recipe.png) 2\. Select **Everyone** for the recipe type. This needs to be everyone because we want to create a new WordPress user. Logged-in users cannot create new users. 3\. Click **Confirm.** ![Uncanny Automator everyone recipe type selected](https://automatorplugin.com/wp-content/uploads/2021/09/Uncanny-Automator-everyone-recipe-type-selected.png) Learn more about [Everyone recipes](https://automatorplugin.com/knowledge-base/anonymous-recipes/). 4\. Name your recipe “Simple registration form using WPForms”. 5\. Select **WPForms** for the integration. ![Selecting WPForms for the Automator recipe trigger](https://automatorplugin.com/wp-content/uploads/2021/09/Selecting-WPForms-for-the-Automator-recipe-trigger.png) Note: We can only have one trigger for an Everyone recipe. 6\. For the trigger, select **A form is submitted**. ![Automator everyone recipe trigger for a WPForms submission](https://automatorplugin.com/wp-content/uploads/2021/09/Automator-everyone-recipe-trigger-for-a-WPForms-submission.png) 7\. For the form, choose our **WPForms – Simple Registration Form** that we made in part 1. ![Automator everyone recipe trigger for a WPForms submission](https://automatorplugin.com/wp-content/uploads/2021/09/Automator-everyone-recipe-trigger-for-a-WPForms-submission-2.png) 8\. Click **Save**. That’s it for the trigger. Next up, the action. 9\. Next, select **New User** for **Actions will be run on..**. ![New user selection action for Uncanny Automator recipe](https://automatorplugin.com/wp-content/uploads/2020/06/automator-action-new-user-649w.png) You should now see a form displaying the standard WordPress user account fields: first name, last name, email, username, display name, password, and roles. For the first four fields, we want to grab the data from our WPForms form. Let’s do the first name together. 10\. Click on the asterisk icon (\*) on the right-hand side of the **Email** field. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) This is the token selector. Tokens act like handles to the data in the form. Tokens will get filled-in later with actual values when the form is submitted. For the **Email** field for our new user, we want the **Email** token from our WPForms form. 11\. Select **WPForms – Simple Registration Form** that’s highlighted in blue. 12\. From the dropdown menu, click on **Email**. ![Automator set user data from a WPForms form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-wpforms-set-user-email-793w.png) We want our usernames to be the same as the email. 13\. So, for the **Username** field, select the **Email Address** token. 14\. Leave the **Display name** blank. For the password, we want the user to reset it before logging in for the first time. We’ll get to that in a bit. 15\. Leave the **Password** field blank too. 16\. Keep the default **Subscriber** selected for the **Roles** field. 17\. Click **No** for the **Log the new user in?** field. 18\. Click **Do nothing** for the **What to do if the user already exists** field. 19\. Click **Save**. When you’re done, your new user data form should look like this. ![Automator set user data from a WPForms form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-wpforms-set-user-completed-793w.png) OK. We created our form, did our trigger, and we just finished defining our new user fields. Now, on to our last ingredient—the confirmation email. 20\. Under the **Set user data** section, click on **Add action** next to the lightning bolt icon. ![Automator add action lightning bolt icon](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-add-action-274w.png) A set of available integrations will be displayed. We’re going to have WordPress handle this. 21\. Select **WordPress** from the set of integrations. ![Automator WordPress action selected](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-action-integration-wordpress-selected-793w.png) 22\. In the dropdown, select **Send an email**. We’ll get another form to fill-out. This time it’s an email template. 23\. Keep the **Send an email to** at the top and the **From** and **To** fields set to their default values. 24\. Add your **Subject**. 25\. Compose your message. For the **Body**, we get a text editor complete with a token selector icon to work with. That means we can pull in data from WordPress and our WPForms form to compose a personalized message. In my example below, I’m grabbing tokens to personalize the first name and the username. Then, I include a reset password link courtesy of WordPress. 26\. Click **Save**. ![Automator WordPress action email completed](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-wordpress-wpforms-email-completed-793w.jpg) Our last step is to make our recipe Live. We’ll need to click on all three **Draft** toggles displayed on our recipe page. 27\. Click on each toggle to make them live. The first one is in the **Everyone** trigger block at the top. The second one is for our WordPress email towards the bottom of the **Actions** block. Finally, the third one is for the entire recipe, and it’s located in the right sidebar under the **Recipe** details. ![Completed Uncanny Automator everyone recipe for a WPForms registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-wpforms-simple-completed-793w-1.png) Congratulations! You now have a user registration form that will: - Create a new WordPress account. - Send a personalized confirmation. - Provide a password reset link. ## Summary Here are the essential things we covered: 1. Creating a simple WPForms form that takes a **First Name**, **Last Name**, and **Email**. 2. Creating an Everyone recipe in Uncanny Automator that’s *triggered* when the WPForms form is submitted. 3. Setting up the recipe *action* to automatically create a new WordPress user. 4. Crafting a custom email autoresponder that sends the account details to the new user. This is just a simple yet powerful demonstration of how Uncanny Automator can supercharge your contact form. Check out our in-depth blog post on [creating registration forms](https://automatorplugin.com/create-registration-forms-with-free-forms-plugins/) with free form plugins to learn more. ## Next steps Once the basic user registration form is in place, you can add [additional actions](https://automatorplugin.com/all-triggers-and-actions/) to the recipe and even add extra fields to the form to capture additional details for the user. Using the [Set user meta WordPress action](https://automatorplugin.com/integration/wordpress-core/), you can add form data directly to the user’s WordPress profile. **Article Categories:** Registering Users --- ### [Create a registration form with Formidable Forms](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-formidable-forms/) **Published:** May 20, 2020 **Author:** Mark Chaves **Content:** Having a contact form on your site is a simple way to help your visitors reach you. There’s no need to hunt for an email address or bring up an email app if you have a contact form handy. If you’re looking for a forms solution that can keep up with your business, then [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) is worth checking out. It comes with so many features that the *read me* file suggests grabbing a cup of coffee before going through the entire list. Now, what if you want to use Formidable Forms to register WordPress users to your site? And, you’re not thrilled about yet another add-on that supports only one plugin. We’ve got a solution for you. In this article, you’ll learn how to use the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) plugin to create a user registration form with your Formidable Forms. ## Before starting Creating a registration form requires a recipe that can add a new WordPress user. This feature is available on Automator Pro [pricing plans](https://automatorplugin.com/pricing/). If you need to brush up on the terminology, please read about [recipes](https://automatorplugin.com/knowledge-base/recipes/), [triggers](https://automatorplugin.com/knowledge-base/what-is-a-trigger/), and [actions](https://automatorplugin.com/knowledge-base/actions/). There are two parts to the process. The first part is to build our form so we can gather the registration input. The second is to make our recipe (triggers and actions) that will register the user in WordPress. ## Build the form 1\. From your /wp-admin/ dashboard, navigate to **Formidable** > **Add New**. ![Formidable Forms Add New](https://automatorplugin.com/wp-content/uploads/2020/05/automator-formidable-add-new-793w.jpg) A list of templates appears. 2\. Select the **Contact Us** template. 3\. Enter “Formidable – Simple Registration Form” for the **Form Name**. 4\. Click the **Create** button. The form builder displays. 5\. Delete the **Subject** and **Message** fields. 6\. Click the **Update** button at the upper right of the page. 7\. Click on the top **Settings** tab. 8\. Click on **Styling & Buttons** located on the left menu bar. 9\. Change the form’s **Submit Button** Text to “Register”. 10\. Click the **Update** button again. Your form builder should look similar to this: ![Formidable form builder](https://automatorplugin.com/wp-content/uploads/2020/05/automator-formidable-simple-registration-form-editor-completed-793w.png) Now that you have a form, you can add it to a page using the shortcode. If you’re using Gutenberg, search for the **Formidable Forms** block. Your form should look something like this: ![Formidable Forms registration form using Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/05/automator-formidable-simple-registration-public-793w-1.png) Well done! We’re ready to move on to the second part. ## Create the recipe 1\. From your wp-admin dashboard, navigate to Uncanny **Automator** > **Add New**. ![Uncanny Automator v2.1.4 add new recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-new-v214-277w.png) 2\. Select **Everyone** for the recipe type. This needs to be for everyone because we want to create a new WordPress user. Logged-in users cannot create new users. 3\. Click **Confirm.** [![Recipes for logged in users or everyone](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png)](https://automatorplugin.com/wp-content/uploads/2020/05/Recipes_for_logged_in_users_or_everyone.png) Learn more about [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/). 4\. Name your recipe “Simple registration form using Formidable Forms”. 5\. Select **Formidable Forms** for the integration. ![Selecting Formidable Forms for the Automator recipe trigger](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-formidable-793w-2.jpg) Note: We can only have one trigger for a recipe that runs for everyone. 6\. For the trigger, select **A Formidable Form is submitted**. ![Automator anonymous recipe trigger for a Formidable Forms submission](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-formidable-selection-793w-2.png) 7\. For the form, choose our **Formidable – Simple Registration Form** that we made in part 1. ![Automator Formidable Forms trigger](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-trigger-formidable-selection2-793w-2.png) 8\. Click **Save**. That’s it for the trigger. Next up, the action. 9\. Next, select **New User** for **Actions will be run on..**. ![New user selection action for Uncanny Automator recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-actions-new-user-793w.jpg) You should now see a form displaying the standard WordPress user account fields: first name, last name, email, username, display name, password, and roles. For the first four fields, we want to grab the data from our Formidable Forms form. Let’s do the first name together. 10\. Click on the asterisk icon (\*) on the right-hand side of the **First name** field. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) This is the token selector. Tokens act like handles to the data in the form. Tokens will get filled in later with actual values when the form is submitted. For the **First name** field for our new user, we want the **First Name** token from our Formidable Forms form. 11\. Select **Formidable – Simple Registration Form** that’s highlighted in blue. 12\. From the dropdown menu, click on **First Name**. You’ll see the first name token appear in the text field above. ![Automator set user data from a Formidable Forms form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-formidable-set-user-first-name-selected-793w.png) Follow the same steps for the **Last name** and **Email** fields except you’ll want to select the corresponding token for each. For example, choose the **Last Name** token for the **Last name field** and the **Email Address** token for the **Email field**. We want our usernames to be the same as the email. 13\. For the **Username** field, select the **Email Address** token. 14\. Leave the **Display name** blank. For the password, we want the user to reset it before logging in for the first time. We’ll get to that in a bit. 15\. Leave the **Password** field blank too. 16\. Keep the default **Subscriber** selected for the **Roles** field. 17\. Click **No** for the **Log the new user in?** field. 18\. Click **Do nothing** for the **What to do if the user already exists** field. 19\. Click **Save**. When you’re done, your new user data form should look like this: ![Automator set user data from a Formidable Forms form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-formidable-set-user-completed-793w.jpg) OK. We created our form, did our trigger, and we just finished defining our new user fields. Now, on to our last ingredient—the confirmation email. 20\. Under the **Set user data** section, click on **Add action** next to the lightning bolt icon. ![Automator add action lightning bolt icon](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-add-action-274w.png) A set of available integrations will be displayed. We’re going to have WordPress handle this. 21\. Select **WordPress** from the set of integrations. ![Automator WordPress action selected](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-action-integration-wordpress-selected-793w.png) 22\. In the dropdown, select **Send an email**. We’ll get another form to fill out. This time it’s an email template. 23\. Keep the **Send an email to** at the top and the **From** and **To** fields set to their default values. 24\. Add your **Subject**. 25\. Compose your message. For the **Body**, we get a text editor complete with a token selector icon to work with. That means we can pull in data from WordPress and our Formidable Forms form to compose a personalized message. In my example below, I’m grabbing tokens to personalize the first name and the username. Then, I include a reset password link courtesy of WordPress. 26\. Click **Save**. ![Automator recipe action WordPress email completed](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-action-wordpress-formidable-email-completed-793w-2.jpg) Our last step is to make our recipe live. We’ll need to click on all three **Draft** toggles displayed on our recipe page. 27\. Click on each toggle to make them live. The first one is in the trigger block at the top. The second one is for our WordPress email towards the bottom of the **Actions** block. Finally, the third one is for the entire recipe, and it’s located in the right sidebar under the **Recipe** details. ![Completed Uncanny Automator anonymous recipe for a Formidable Forms registration form](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-anonymous-formidable-simple-completed-793w.jpg) Congratulations! You now have a user registration form that will: - Create a new WordPress account. - Send a personalized confirmation. - Provide a password reset link. ## Summary Here are the essential things we covered: 1. Creating a simple Formidable Forms form that takes a **First Name**, **Last Name**, and **Email**. 2. Creating a recipe for everyone in Uncanny Automator that’s *triggered* when the Formidable Forms form is submitted. 3. Setting up the recipe *action* to automatically create a new WordPress user. 4. Crafting a custom email autoresponder that sends the account details to the new user. This is just a simple yet powerful demonstration of how Uncanny Automator can supercharge your contact form. Check out our in-depth blog post on [creating registration forms](https://automatorplugin.com/create-registration-forms-with-free-forms-plugins/) with free form plugins to learn more. ## Next steps Once the basic user registration form is in place, you can add [additional actions](https://automatorplugin.com/all-triggers-and-actions/) to the recipe and even add extra fields to the form to capture additional details for the user. Using the [Set user meta WordPress action](https://automatorplugin.com/integration/wordpress-core/), you can add form data directly to the user’s WordPress profile. **Article Categories:** Registering Users --- ### [Managing Custom User Fields](https://automatorplugin.com/knowledge-base/managing-custom-user-fields/) **Published:** September 20, 2023 **Author:** Ken Young **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). With the Uncanny Automator Custom User Fields addon, it’s easy to manage custom user profile fields for your WordPress users. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-empty-settings-page.png) ### Adding custom user fields Once you’ve [installed and activated the Uncanny Automator Custom User Fields Addon](https://automatorplugin.com/knowledge-base/installing-the-custom-user-fields-addon), add a custom field by following these steps: 1. Go to **Automator > Settings > Addons > User fields.** 2. Click the **Add field** button. A pop-up will appear, where you can give the field a name. Use whatever name makes sense for the data you are planning to collect, such as Company name, Phone number, etc. Each custom user field you create is stored in the user meta table, which is referenced by a *Meta key*. This is like a bookmark that points to where your data will be stored. 3. Unless you have a specific reason to change the meta key, we recommend you don’t. This is especially important if you’ve already started storing user data in this field; once the meta key is changed, it will be much more difficult to access the data; it will be effectively lost unless you access it directly by the original meta key. **Advanced users**: Specify a meta key used by another plugin to make it easier to access in Uncanny Automator recipes.![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-field-company-name-wordpress.png) 4. Once you’ve specified the name of the field, click **Save**. 5. You can continue to add new fields by clicking **Add field** until all of your custom fields are defined. ![](https://automatorplugin.com/wp-content/uploads/2023/09/add-custom-user-fields.png) Once the field has been created, you’ll see a token to access this data in the recipe builder: ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-tokens.png) As well as a field on the *Edit User* page to easily view and update the data. ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-on-edit-user-page.png) ### Deleting custom user fields If you no longer need a custom field you defined, there’s no drawback to simply leaving it defined and not using it. The only scenario in which you’d want to delete a previously defined custom field is: - You no longer need to update or display the information saved in the field - You are no longer using the field in recipes Deleting the field from settings is like deleting a pointer to the information. It **does not** remove any actual user data stored in that field in the database (in the user meta table). To delete the stored user data, create a [recipe with a loop](https://automatorplugin.com/knowledge-base/user-loops/) and the **Delete user meta** action before deleting the field from the settings panel (so you can view the user meta key associated with the field, which you will need for the *Delete user meta* action). Once you’re sure you no longer need access to the data in the field, simply click the trash can icon next to the field to delete it. If you need to restore a field that was deleted, you can simply recreate it with the original settings, including the correct user meta key. Remember, defining a field is like defining a pointer to the data. So re-defining a deleted field does not restore any of the data that was previously stored in the field. (Unless you took explicit action to delete the data, it should still be there.) **Article Categories:** Custom User Fields Addon --- ### [Displaying Custom User Fields](https://automatorplugin.com/knowledge-base/displaying-custom-user-fields/) **Published:** September 20, 2023 **Author:** Ken Young **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). Once you’ve defined a [custom user field](https://automatorplugin.com/knowledge-base/managing-custom-user-fields/) in the addon settings panel and start [populating the field with data](https://automatorplugin.com/knowledge-base/updating-custom-user-field-data/) using recipes, forms, or manually, you may want to display this data to users on a page on your site. ### Using a shortcode to output custom user data The Custom User Fields Addon includes [shortcodes](https://www.wpbeginner.com/glossary/shortcodes/) that make this easy. To find the shortcode that outputs the data stored in a specific custom field, simply go to the settings page and look for the shortcode next to the desired field: ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-field-shortcode.png) Click the copy icon on the right side of the field to copy the shortcode, then go to your page and paste it wherever you want the data to appear. Depending on what information the custom user field field contains, you may want to display it on a user profile page, a My account page, some kind of dashboard, or anywhere that makes sense for your users. ![](https://automatorplugin.com/wp-content/uploads/2023/09/profile-info-shortcodes-source.png) ![](https://automatorplugin.com/wp-content/uploads/2023/09/profile-info-shortcodes-custom-user-fields-1.png) We’ll also be adding a block to output the custom user field data, but in the meantime, the shortcode can be used in a text block or a shortcode block in the block editor. **Article Categories:** Custom User Fields Addon --- ### [Updating Custom User Field Data](https://automatorplugin.com/knowledge-base/updating-custom-user-field-data/) **Published:** September 20, 2023 **Author:** Ken Young **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). Once you’ve [defined your custom user fields](https://automatorplugin.com/knowledge-base/managing-custom-user-fields/), you’ll want to start storing user data in the fields. There are quite a few options for getting data into your new custom fields. ### Updating custom user fields from the edit user page Once you’ve defined a custom field, you’ll be able to set the value of that field from the default WordPress Edit User page in /wp-admin. First, create your custom field(s): ![](https://automatorplugin.com/wp-content/uploads/2023/09/add-custom-user-fields.png) Then navigate to the Edit User page of any user on your site. When you scroll to the bottom, you should see an area labeled **Uncanny Automator Custom User Fields**: ![](https://automatorplugin.com/wp-content/uploads/2023/09/custom-user-fields-on-edit-user-page.png) Enter or update the desired information, then click *Update User* at the bottom of the page. ### Updating custom user fields using a recipe With a recipe, you can easily set data in custom user fields. We’ll walk through an example of a recipe that populates data into a a custom user field when a user submits a form. First, we’ll need a simple form: ![](https://automatorplugin.com/wp-content/uploads/2023/09/user-info-update-form.png) Then we’ll build our recipe to run when a user submits the form: - **Trigger:** A user submits a form - **Action:** Set user meta ![](https://automatorplugin.com/wp-content/uploads/2023/09/save-form-entry-user-meta.png) In this recipe, when a user fills out a form (this example uses a Formidable Form but you can use any supported form builder plugin like WP Forms, Contact Form 7, Gravity Forms, etc.) the value they entered in the *Company name* field of the form is assigned to the custom user field *Company name.* To do this in version 1.0 we’ll need to use the action *Set user meta* and enter the meta key of the custom field under *Key.* (In future releases you won’t need to enter the meta key, as we’ll have an action specifically for updating custom user fields.) To find the meta key associated with the custom field, you’ll need to go back to Automator > Settings > Addons > Custom user fields and edit the desired field to view the meta key: ![](https://automatorplugin.com/wp-content/uploads/2023/09/update-user-meta-key.png) Once we’ve specified the correct meta key, under *Value* we’ll specify that user’s Company name by using the token for the value submitted by the user in the *Company name* field of the form we created. ### Updating custom user fields on other customer activity The above is a simple example of a form submission populating a custom user field, but with Automator’s wide range of available triggers and the ability to add multiple triggers to a recipe you could set the value of a custom field whenever a user performs any combination of supported actions, including: - purchasing a product - joining a group - completing a course - visiting a specific page - any of hundreds of other [supported triggers](https://automatorplugin.com/all-triggers-and-actions/) This gives you the power to build very detailed customer profiles, which can then be used to personalize the user experience for customers or delivery highly targeted marketing. **Article Categories:** Custom User Fields Addon --- ### [Managing Access Levels](https://automatorplugin.com/knowledge-base/managing-access-levels/) **Published:** November 23, 2023 **Author:** Ryan Moore **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). ### What are access levels? Access levels are a simple way to identify users that belong to a certain group, membership, level, or whatever else it might be called. Users with an “access level” can see more (or less) content than other users can. A simple example might be a website selling a “VIP membership”. When purchased, perhaps users that have that VIP identifier can access additional pages, watch restricted videos, post in restricted forums, etc. Or maybe a website has Gold, Silver and Bronze plans, where each progress level unlocks additional content. Here’s an example of what that example might look like in Automator: [![WordPress Access Levels](https://automatorplugin.com/wp-content/uploads/2023/11/WordPress-Access-Levels-1024x422.png)](https://automatorplugin.com/wp-content/uploads/2023/11/WordPress-Access-Levels.png) ### Setting up access levels In the Restrict Content addon, you can create any “access levels” you want, and users can be assigned to these levels. Once the plugin is installed and activated, you can add a new access level by performing these steps: 1. Visit **Automator > Settings > Addons > Restrict content**. 2. In the *Access levels* section, click **Add level**. You will see a *Create level* modal that allows you to define a new access level. [![Create an access level](https://automatorplugin.com/wp-content/uploads/2023/11/Create-an-access-level-1024x761.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Create-an-access-level.png) 3. The “Level name” can be whatever you want, but make sure to use something identifiable. As this is a required field, make sure it is populated. 4. If you want to use a custom slug, you can change the slider to **Yes** and set the slug to use. Generally a custom slug is not needed or recommended. The slug is used in shortcode attributes to identify membership levels. 5. Click **Save** to add your new access level. ### Editing and deleting access levels Once added, access levels will be listed in the table beneath the *Access levels* heading on the Restrict Content settings page. To edit an existing access level, just click the pencil icon to the right of the access level to show the *Edit level* modal. You can make any changes from this window. To delete an access level, click the trash icon. Please note that deleting an access level is permanent, and any restrictions based on that level will have that restriction removed. As an example, support a page is restricted to users with a VIP access level. If the VIP access level is deleted from the site, the page will become open to everyone, since there is no longer a valid access level restriction. ### Access restriction message The Restrict Content settings page also includes a field for an “Access restriction message”. When post or page level controls are used to restrict content, the message in this field is used as the default. It can be overridden at the post or page level to show another message instead (you can also redirect users to another page, post or URL). **Article Categories:** Restrict Content Addon --- ### [Restrict Content Shortcodes](https://automatorplugin.com/knowledge-base/restrict-content-shortcodes/) **Published:** November 23, 2023 **Author:** Ryan Moore **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). Once you have created access levels for using the Restrict Content addon, one way to restrict content in the front end is with the use of shortcodes. ### Using a shortcode to restrict content When you create new access levels from the *Automator* > *Settings* > *Addons* > *Restrict Content* page, you will see a column for the shortcode related to that access level. Here’s an example: [![Copy Restrict Content Shortcodes](https://automatorplugin.com/wp-content/uploads/2023/11/Copy-Restrict-Content-Shortcodes-1024x254.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Copy-Restrict-Content-Shortcodes.png) Inside the shortcode column, you will see an copy the shortcode out. What you copy out can be added to a WordPress page or post to limit access to certain content. The shortcode will look like this: Content to show The shortcode essentially has 3 sections: - The initial shortcode tells WordPress to restrict the content that follows to users with the “uarc\_gold” access level slug - The “Content to show” text should be replaced with whatever you want to protect. This might be a video, another shortcode, text, or anything else - The closing \[/automator\_rc\] shortcode tells WordPress where to stop protecting the content. ### Advanced shortcode attributes The shortcode you copy from the Restrict content settings page is easy to use and will be the most common shortcode approach, but there are more attributes available for more advance use cases. Here are some other available attributes: - access\_level\_not=””: When an access level slug is included for this attribute, the protected content will be shown for all logged in users *except* users with that attribute level. It’s effectively the oppostive of the default access\_level=”” attribute. - user\_field\_id=”” value=””: When the Custom User Fields addon is active and these attributes are included, the content will only be shown to users with a matching value in that field ID. If there’s a custom field called “Country” with ID 1, for example, then using is used, then anyone with a country value of “Canada” will see the content. These attributes can also support value\_not=”” for the opposite outcome. - restriction\_message=””: If the user does not meet the criteria to show the content inside the shortcode, the message included in quotes for this attribute will be output on the page. **Article Categories:** Restrict Content Addon --- ### [Restrict Content for Blocks](https://automatorplugin.com/knowledge-base/restrict-content-for-blocks/) **Published:** November 23, 2023 **Author:** Ryan Moore **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). Once you have created access levels for using the Restrict Content addon, one way to restrict content in the front end is by controlling the output of Gutenberg blocks based on role, access level or custom field. ### Restrict Block content When the Restrict Content plugin is active, it adds a new icon to blocks and to the block editor itself, like this: [![Restrict Block Access](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-Block-Access.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-Block-Access.png) When that icon is clicked, it adds a new sidebar to the block editor that can be used to control who can see the block in the front end. Here’s a partial example of what you will see in the *Restrict Block Access* sidebar: [![Restrict Block Access Sidebar](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-Block-Access-Sidebar.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-Block-Access-Sidebar.png) Using this control panel, you can restrict access to the contents of the block based on the following: - Whether or not the user is logged in - Role - Access level - Custom user fields (if the Custom User Fields plugin is active) If the user viewing the page meets the criteria, they will see the block and its contents. If they don’t meet the criteria: - The message in the “Restrict Content Message” field will be output inside the block if a message is populated. This message area can include HTML and shortcodes. OR - If the message area is blank, the block will not be output at all. Users would not even know that a block exists. **Note**: Administrators always see blocks in the front end, even if they don’t meet the criteria. **Article Categories:** Restrict Content Addon --- ### [Restrict WordPress Pages & Posts](https://automatorplugin.com/knowledge-base/restrict-wordpress-pages-posts/) **Published:** November 23, 2023 **Author:** Ryan Moore **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). Once you have created access levels for using the Restrict Content addon, controls are added to pages and posts that allow you to control who has access to them. ### Restrict access to WordPress Pages & Posts [![Restrict WordPress Pages & Posts](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-WordPress-Pages-Posts.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Restrict-WordPress-Pages-Posts.png)When the Restrict Content plugin is activated on a site, it adds a new metabox to edit post and pages, both to the block editor and Classic editor. The controls in this metabox allow you to control access to a page or post based on: - Whether or not the user is logged in - WordPress role - Access level - Custom user field values (if the [Custom User Fields addon](https://automatorplugin.com/custom-user-fields-addon/) is installed and active) If the user meets whatever criteria is set for the page, it will load normally and they will see the content. If the user does not meet the criteria, then by default they will not be redirected and will just see the contents of the “Access restriction message” that was set on the *Automator* > *Settings* > *Addons* > *Restrict content* page. If the **Redirect if access is denied** checkbox is checked, you can choose a target page or URL. Any users not meeting the criteria to view the page or post will be directed here instead. **Article Categories:** Restrict Content Addon --- ### [Restrict Content Integration with Automator](https://automatorplugin.com/knowledge-base/restrict-content-integration-with-automator/) **Published:** November 23, 2023 **Author:** Ryan Moore **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). The Restrict Content plugin has a deep integration with Uncanny Automator, including special triggers and actions, loop filters and conditions, and even global tokens. ### Uncanny Automator Triggers & Actions The Restrict Content addon includes the following triggers and actions: - Trigger: A user is removed from an access level - Trigger: A user is added to an access level - Action: Remove the user from an access level - Action: Add the user to an access level With the triggers you might, for example, enroll the user in a course when they gain access to an access level. And an example of actions in a recipe might be to add the user to an access level on purchase and remove the user from an access level if a subscription expires. These triggers and actions can be found in the Restrict Content integration. ### Conditions & Loop filters **Article Categories:** Restrict Content Addon --- ### [Managing user lists](https://automatorplugin.com/knowledge-base/managing-user-lists/) **Published:** April 24, 2024 **Author:** Ken Young **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). ### What are user lists? User lists enable you to create lists that your WordPress users can be subscribed to. This makes it easy to send bulk communications like [emails](https://automatorplugin.com/integration/emails/), [SMS](https://automatorplugin.com/integration/twilio/), [WhatsApp](https://automatorplugin.com/integration/whatsapp/) to segments of your user base. User lists can also make it easy to run bulk operations on different sets of users with Uncanny Automator. Note that this addon only allows you to create lists of WordPress users. It does not let you create lists of contacts that do not have an account on your WordPress site. ### Setting up user lists Creating new user lists is a simple process: 1. Go to **Automator > Settings > Addons > User lists**. 2. In the *User list* section, click **Add list**. 3. You will see a *Create list* modal that allows you to define a new user list. Type a name for the user list. It should be something that lets you easily the segment of users that will be added to the list. ![](https://automatorplugin.com/wp-content/uploads/2024/04/create-user-list-wordpress.png) 4. Click **Save** to create the new user list. ### Editing and deleting user lists To edit a user list, simply click the **edit icon** next to the list. Changing the name of a list won’t affect the list’s members. ![](https://automatorplugin.com/wp-content/uploads/2024/04/manage-user-lists-wordpress-1.png) To delete a list, click the **delete icon** next to the list. Deleting a list will also permanently remove all users from that list. It’s not possible to restore a deleted list, so be sure you no longer need a list before deleting it. **Article Categories:** User Lists Addon --- ### [User Lists Integration with Automator](https://automatorplugin.com/knowledge-base/user-lists-integration-with-automator/) **Published:** April 24, 2024 **Author:** Ryan Moore **Content:** **Note**: This addon requires an [Uncanny Automator Plus or Elite license](https://automatorplugin.com/pricing/). The User Lists addon makes it easy to leverage lists of users in your recipes, with a variety of triggers, actions, conditions, filters and tokens to support your workflows. ### Triggers and Actions The User Lists addon includes the following triggers and actions: - Trigger: A user is added to a list - Trigger: A user is removed from a list - Action: Add the user to a list - Action: Create a list - Action: Remove the user from a list As everything related to lists is user-based (not contact-based), the triggers must be used in Logged-in recipes. Here are sample use cases for each of the triggers and actions above: 1. When users are added to a list, send them an onboarding email and enroll them in a course. 2. When users are removed from a list, also remove them from a social group and remove a CRM tag. 3. When users complete a purchase, add them to a list. 4. When a new group is created, create an associated user list for that group. 5. When users are issued a refund for a product, remove them from an associated user list. ### Loop filters The User Lists addon includes support for 2 related conditions: The user is or is not on a specific list. Loop filters allow you to target users in a loop more efficiently, so you could, for example, send an email to all users that are on a certain list. Here’s an example where a campaign email will be sent to all users on a “Marketing” list: [![Send a campaign email](https://automatorplugin.com/wp-content/uploads/2024/04/Send-a-campaign-email-1024x891.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Send-a-campaign-email.png) It’s possible to use multiple filters in a single loop, so you could target users on multiple lists in a single recipe. ### Conditions As with loop filters, there are 2 conditions available: - The user is on a list - The user is not on a list These conditions could be set for individual actions, so perhaps different actions in a single recipe target different users depending on their list status. ### Tokens When the User Lists addon is active, it adds several new tokens to a User Lists token section. It looks like this: [![User Lists Token List](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Token-List-1024x643.jpeg)](https://automatorplugin.com/wp-content/uploads/2024/04/User-Lists-Token-List.jpeg) There are 4 tokens available: - Unsubscribe link: Populates a clickable URL using the text label set in the User Lists Addon settings. - Unsubscribe URL: Populate the raw URL without HTML for users to manage their lists. - User’s lists: Output the names of lists that the user belongs to. - User’s lists IDs: Outputs the post IDs of lists linked to the user. **Article Categories:** User Lists Addon --- ### [Zoom](https://automatorplugin.com/knowledge-base/zoom/) **Published:** June 17, 2020 **Author:** Ryan Moore **Content:** ## Why connect to Zoom The most obvious reason to use Zoom, or any video conferencing app for that matter, is the coronavirus outbreak. The lockdowns and travel restrictions have moved our business meetings to the web at an unprecedented rate. Zoom stood out from the pack by making it super easy to get on a video call or spin up a webinar. An [informal poll](https://www.zdnet.com/article/why-are-we-all-zooming-and-not-skyping/) by ZDNet shows that people think Zoom is easier to use, less buggy, and isn’t plagued by spam issues compared to Skype. There’s more—below are Zoom’s main selling points: - Unlimited free one-on-one meetings. - Host up to 100 meeting participants. - Unlimited meetings. - Ability to join a meeting with just a link (no account or login required). - Easy to set up live, recorded, and streaming webinars. - More reliable and better quality compared to its competitors. ## Before starting Here’s what you need before we dive into the tutorial: - [Uncanny Automator](https://automatorplugin.com/pricing/) - A [paid](https://zoom.us/pricing) Zoom plan. If you plan to use Zoom Webinars, you’ll need to purchase the [Zoom Webinars](https://zoom.us/webinar) add-on for your Zoom plan. **Important**: Zoom announced that their JWT app type will be [deprecated in June, 2023](https://marketplace.zoom.us/docs/guides/build/jwt-app/jwt-faq/). Starting with the Automator 4.7 release, users are required to set up (or switch to) Zoom’s Server-to-Server OAuth integration (not to be confused with a regular OAuth app). ## How to set up a Server-to-Server OAuth application for Zoom **This section only applies to sites using Uncanny Automator 4.7 or later**. To connect Uncanny Automator to your Zoom account, follow the instructions for creating a Server-to-Server OAuth app here: . You will set up the new app from inside your account at this link: . The steps are the same for both [Zoom Meeting](https://automatorplugin.com/integration/zoom-meetings/) and [Zoom Webinar](https://automatorplugin.com/integration/zoom-webinars/) users, but this does require a paid account and **is not the same** as a regular OAuth app (it must be server-to-server). If you are connecting to Meetings in your Automator recipes, make sure that the following scopes are added (you may need to search for these): - user:read:user:admin - user:read:list\_users:admin - meeting:read:list\_meetings:admin - meeting:read:list\_registration\_questions:admin meeting:write:registrant:admin - meeting:delete:registrant:admin For webinars, make sure you also choose the following: - webinar:read:list\_registration\_questions:admin - webinar:read:list\_webinars:admin - webinar:delete:registrant:admin - webinar:write:registrant:admin Your scopes should look like this for Meetings: [![Zoom Meeting Scopes](https://automatorplugin.com/wp-content/uploads/2020/06/Zoom-Meeting-Scopes.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Zoom-Meeting-Scopes.png) And like this for Webinars: [![Zoom Webinar Scopes](https://automatorplugin.com/wp-content/uploads/2020/06/Webinar-Scopes.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Webinar-Scopes.png) Once the app is set up on the Zoom side, you can connect it to Automator. To do so, complete the following: 1. Navigate to **Automator > Settings > App Integrations** in /wp-admin/. Choose the *Zoom Meetings* or *Zoom Webinars* tab to set up the associated integration. 2. From , choose the app you created from the list of available apps. Open it to see your app credentials. 3. Copy the Account ID, Client ID and Client secret values from inside your new app into the Automator integration settings. You will find the Zoom values on a page that looks like this: [![Zoom OAuth settings](https://automatorplugin.com/wp-content/uploads/2020/06/Uncanny-Owl-Screenshot-11-08-at-11.22.25.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Uncanny-Owl-Screenshot-11-08-at-11.22.25.png) 4. Once the required fields are populated, click the **Connect** button at the bottom of the settings to connect your Zoom account to Automator. ## How to set up Zoom action Once your API details are saved, you’ll see Zoom actions show up in your recipes. ![Automator Zoom actions](https://automatorplugin.com/wp-content/uploads/2020/06/automator-zoom-actions-554w.png) Now that your Zoom account is connected to Automator, you can add and remove users from specific meetings based on purchase, e-learning course activity, event registration or any other triggers you want to use. ## How to set up a Zoom Meeting for use with Automator When creating new Zoom meetings that you want to use with Automator, be sure to check the *Required* box next to **Registration**. Users can only be registered for meetings that require registration; if this box is not checked, the actions will fail. This step is not required for Zoom webinars, as registration is automatically required for all webinars. ![](https://automatorplugin.com/wp-content/uploads/2020/06/zoom-registration-required.png) ## Using child accounts with Automator It’s not uncommon to have several child accounts under a Zoom master account for many organizations. In this situations, you will set up the integration with the parent account, but you might need to map to a child account that as (for example) Webinar support that other accounts don’t. There is a filter that you can add to the bottom of the functions.php file in your child theme to map to override the connected account: ``` add_filter( 'automator_zoom_api_call', function( $params ) { $params['body']['user'] = 'example@example.com'; return $params; } ); ``` Replace the sample email address with the account you want to use to change the mapping. ## Troubleshooting Please note that Zoom requires that all users have a first name, last name and email address, and all 3 of these values must be passed separately. If you are adding a user to a Zoom webinar or meeting please make sure that all 3 values are sent to Zoom for each user, if any are blank or missing for the user then registration will fail. **Article Categories:** Special Actions --- ### [Facebook Groups (Deprecated)](https://automatorplugin.com/knowledge-base/facebook-groups/) **Published:** May 9, 2022 **Author:** Ken Young **Content:** **As of April 22, 2024, [Meta no longer allows apps to post content to Facebook Groups](https://developers.facebook.com/docs/graph-api/changelog/version19.0). This means that Uncanny Automator (and all other similar tools) can no longer post to Facebook Groups.**Check out our [**Facebook Pages**](https://automatorplugin.com/integration/facebook/) integration to automatically post content to a Facebook Page, or our [**Instagram**](https://automatorplugin.com/integration/instagram/) integration to automatically post content to an Instagram account! With Uncanny Automator, you can automate posts from WordPress site to the groups you manage on Facebook. Automatically push new posts from your WordPress blog to your Facebook group, or post links and photos to your group when users perform specific actions on your website…you could even do things like automatically posting a congratulatory message when a user completes a LearnDash course or joins a membership! If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](/knowledge-base/what-are-credits/) to use with Facebook Groups and other app integrations. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Facebook Groups integration. Once you’ve connected your free account or activated your Pro license key, return to the recipe page and click the Facebook Groups icon. Due to the way the Facebook API works, there are two distinct steps to setting up the Facebook Groups integration: 1. Connect the Uncanny Automator app to your Facebook group. This step is required to give Uncanny Automator access to the group. 2. Connect the Uncanny Automator app to your Facebook account. This gives the Uncanny Automator the ability to post to the group on your behalf. ### Connecting the Uncanny Automator app to your Facebook group Before you get started, you’ll need to be an Admin of the Facebook group you want Uncanny Automator to post to. When you’ve confirmed you have the admin role, navigate to the group and click Group Settings in the sidebar: ![](https://automatorplugin.com/wp-content/uploads/2022/05/facebook-group-settings.png) On the Group Settings page, scroll to the very bottom of the page. You’ll see a section for Apps: ![](https://automatorplugin.com/wp-content/uploads/2022/05/facebook-group-apps.png) Once you click that, search for Automator and install the Uncanny Automator app: ![](https://automatorplugin.com/wp-content/uploads/2022/05/find-facebook-automator-app.png) You’ll see the permissions you’re granting to the app. Click Add: ![](https://automatorplugin.com/wp-content/uploads/2022/05/automator-facebook-groups-app.png) ### Connect the Uncanny Automator app to your Facebook account In this step, you’ll connect the Uncanny Automator app to your Facebook account so that Uncanny Automator can post to the group on your behalf. On the Add recipe screen, click Add Action and then click the the Facebook Groups icon: ![](https://automatorplugin.com/wp-content/uploads/2022/05/connect-wordpress-to-facebook-groups.png) You should see a dialog appear with a link to connect your Facebook account to Uncanny Automator. ![](https://automatorplugin.com/wp-content/uploads/2022/05/connect-facebook-groups-wordpress.png) Click *Connect account*, which opens the Facebook settings page in a new window, then click *Connect Facebook account*. ![](https://automatorplugin.com/wp-content/uploads/2022/05/facebook-groups-wordpress-permissions.png) This launches into the process of connecting your Facebook account with our Uncanny Automator Facebook app, which is what enables Uncanny Automator to post updates using your Facebook account. Here are the screens you’ll see: ![](https://automatorplugin.com/wp-content/uploads/2022/05/uncanny-automator-facebook.png) In this step, choose which Facebook groups you want Uncanny Automator to be able to post updates to: ![](https://automatorplugin.com/wp-content/uploads/2022/05/wordpress-automatically-post-content-facebook-groups.png) If you’d like to customize the groups available to Uncanny Automator, click *Choose what you allow*. This will enable you to select specific groups to provide Uncanny Automator access to: ![](https://automatorplugin.com/wp-content/uploads/2022/05/select-facebook-groups-wordpress.png) Clicking **Done** on the last screen brings you back to your site, where you can view info about the connected account: ![](https://automatorplugin.com/wp-content/uploads/2022/05/facebook-groups-wordpress-configured.png) Close the popup windows, and your recipe page will reload and you can now add the desired Facebook groups action to your recipe: ![](https://automatorplugin.com/wp-content/uploads/2022/05/facebook-groups-wordpress-post.png) That’s it! You can now automatically add posts, images or links to your Facebook group when new posts are published to your WordPress site, or even when new pages, courses, products, etc. are created. You could even post updates when when users complete milestones on your site as a way to celebrate their successes…the possibilities are endless. ### Refreshing access tokens Unlike Facebook Pages, Facebook Groups unfortunately restricts app access to groups to only 60 days. This means that at least once every 60 days, you must reauthorize Automator to post to your group. A reminder will automatically show up in Automator within 7 days of token expiration to remind you to perform the reauthorization. To refresh access tokens, simply disconnect and reconnect the Facebook Groups connection from Automator > Settings > App integrations > Facebook Groups. This will take care of reauthorization. **Article Categories:** Special Actions --- ### [Managing user list subscriptions](https://automatorplugin.com/knowledge-base/managing-user-list-subscriptions/) **Published:** April 24, 2024 **Author:** Ken Young **Content:** Once you’ve defined your user lists, you’ll need to subscribe your users to them so you can start using them to send targeted emails to segments of your user base, or run bulk operations on different lists of users. There are two ways to manage user subscriptions: - From the WordPress *edit user* page - With a [recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) - From the manage emails page We’ll cover each of these below. ### Managing user list subscriptions from the WordPress edit user page On activation, the User Lists Addon adds a section to the default WordPress *Edit user* screen entitled *Uncanny Automator User Lists*. ![](https://automatorplugin.com/wp-content/uploads/2024/04/manage-user-list-subscriptions-wordpress.png) Here, you can select which lists a user is subscribed to. Select the desired lists and click **Update User** to update the user’s subscriptions. ### Managing user list subscriptions with recipes The User Lists Addon includes the following actions: - Add the user to a list - Remove the user from a list Using recipes, you can automatically add or remove users from lists based triggers, such as: - Submitting a form - Purchasing a product - Completing a course Or any of the hundreds of other triggers supported by Automator. By setting up recipes, you can automate your list management so you would rarely need to manually add or remove users from lists. ### Managing user list subscriptions from the manage emails page When activated, the User Lists addon creates a page that, by default, is located at /manage-emails. This page contains a shortcode that outputs all of the user’s *current list subscriptions*, as well as a checkbox to Unsubscribe from all. ![](https://automatorplugin.com/wp-content/uploads/2024/04/manage-email-list-subscriptions-wordpress.png) **Important note**: Lists that users are not subscribed to will not appear on this screen. That means that users can removes themselves from lists on this screen, but not subscribe to lists. In a future release, you may be able to designate whether lists are *public* or *private*, and at that point the shortcode will be updated to display all lists set to *public*. **Article Categories:** User Lists Addon --- ### [Sending bulk emails with user lists](https://automatorplugin.com/knowledge-base/sending-bulk-emails-with-user-lists/) **Published:** April 24, 2024 **Author:** Ken Young **Content:** Although users lists can be used for a variety of bulk operations in Uncanny Automator, most users will use them to send targeted emails to segments of their user base, similar to how an email marketing tool would be used. The User Lists addon makes this easy. To do this with Uncanny Automator and the User Lists addon, you’ll want to use a user loop, which enables you to run actions on multiple users. ### Sending a bulk email from WordPress with a user loop We’ll walk through a simple example of using a user loop to send an email campaign to a list. ### Create a recipe and choose a trigger First, we’ll create the recipe and choose how the recipe is triggered. 1. Create a new [Everyone recipe](https://automatorplugin.com/knowledge-base/anonymous-recipes/). ![automator recipe type selector everyone](https://automatorplugin.com/wp-content/uploads/2020/05/recipe-type-everyone.png) 2. Select the [Run now](https://automatorplugin.com/integration/run-now/) integration. 3. Click **Trigger recipe manually**. This will enable us to send the campaign with the click of a button. ![](https://automatorplugin.com/wp-content/uploads/2024/04/manually-run-automation-wordpress.png) ### Create the loop that will run for users in a list To run actions on multiple users with Uncanny Automator, we’ll use a [user loop](https://automatorplugin.com/knowledge-base/user-loops/). 1. Under actions, click **Add > User loop**. 2. Click **Filter users > User Lists > The user is on a list** 3. Choose the desired list and criteria (the user is on the list or is not on the list). ![](https://automatorplugin.com/wp-content/uploads/2024/04/user-loop-list-criteria-wordpress.png) ### Choose the actions to run on the users in the list Now that we’ve set the recipe to run for users in a list, the last step is to choose what action we want to run on those users. With Automator, there are lots of possibilities; we could bulk change the users’ role, add everyone to another list, send everyone a unique WooCommerce coupon code, enroll everyone in a webinar, and more. In this example, we’ll simply send them an email. 1. Click **Add action**. 2. Choose **Emails > Send an email**. 3. In the *To* field, click the **token selector**. 4. Under *Loop*, choose **User email**. This will send the email to each user that meets the loop criteria—in this case, the users on the list we selected above. ![](https://automatorplugin.com/wp-content/uploads/2024/04/send-email-to-users-on-list.png) 5. Fill out the rest of the email template, including *subject* and *body*. You may use other tokens to personalize the email for each user, such as User first name, User last name, etc. 6. Click **Save**. ### Send the email Here’s our completed WordPress email automation: ![](https://automatorplugin.com/wp-content/uploads/2024/04/bulk-email-wordpress.png) To send the email, simply click the *Run now* button in the sidebar. The loop will run, sending an email to each of the users in the list. To view the process of the email, view the recipe’s log entry. ### Considerations when sending bulk emails with WordPress Each web host has different policies on sending bulk emails from your WordPress site. Most will impose limits on the number of emails that can be sent in a certain time period, such an hour or a day. They do this to prevent customers from using their site to send thousands of unwanted spam emails, which may result in their server being blacklisted or blocked by email hosts. If you’re sending an email to hundreds or thousands of users, you should find out what your host’s email policy is, or you may find some of your emails don’t get delivered. If you find that your host’s email limits are too low, you can consider signing up for an [email service provider](https://www.wpbeginner.com/showcase/best-smtp-service-providers-with-high-email-deliverability/), which can provide multiple benefits in addition to improved email deliverability. **Article Categories:** User Lists Addon --- ### [Magic Buttons & Magic Links](https://automatorplugin.com/knowledge-base/magic-button/) **Published:** December 2, 2019 **Author:** Ryan Moore **Content:** The Magic Button integration enables users to simply click a button to complete a trigger in a recipe. It’s like a custom WordPress button that can do almost anything you want it to—no custom code or programming required! There are a couple of ways to use this button: - Create a recipe with a single trigger (the Magic Button). Clicking the button immediately runs the recipe’s actions on the user. This enables you to give users a button that can do anything Automator has an action for, or even execute multiple actions (enrolling the user in a course, sending them an email, adding a new role, etc.). - Create a recipe with multiple triggers (including one or more Magic Buttons). Clicking the button indicates the user has completed one of the recipe’s requirements, and the recipe’s actions run when the user has completed all triggers. This enables you to create triggers for behaviors that Automator doesn’t support natively, by allowing users to self-complete a trigger in a multi-trigger recipe. ### Using the Magic Button Generating a Magic Button is simple. From your WordPress Admin Dashboard, navigate to *Automator* > *Add new recipe*. Select your recipe type, either *Logged-in users* or *Everyone*. You will then find the Magic Button integration in the *Trigger* panel of the recipe editor. [![magic-button-integration](https://automatorplugin.com/wp-content/uploads/2019/12/magic-button-integration-1024x527.png)](https://automatorplugin.com/wp-content/uploads/2019/12/magic-button-integration.png) The Magic Button integration has two options: [![magic-button-triggers](https://automatorplugin.com/wp-content/uploads/2019/12/magic-button-triggers-1024x326.png)](https://automatorplugin.com/wp-content/uploads/2019/12/magic-button-triggers.png) Both triggers for the Magic Button integration behave the same way; the difference is in their appearance. The “magic button” provides the shortcode for a clickable button, while the “magic link” provides the shortcode for hyperlinked text. [![magic-button-triggers-live](https://automatorplugin.com/wp-content/uploads/2019/12/magic-button-triggers-live-1024x439.png)](https://automatorplugin.com/wp-content/uploads/2019/12/magic-button-triggers-live.png) ### Shortcode attributes The shortcode for a magic button or magic link can be placed anywhere on your WordPress website. Copy it directly from the trigger and place it on any page or post. The following attributes are available for magic button and magic link shortcodes: - **label:** Use different label text for the magic button in its default state - **text**: Use different hyperlinked text for a magic link - **is\_ajax**: When set to “yes”, the magic button processes the recipe via an Ajax call instead of a page reload - **submit\_message**: Use different button label text after the button was clicked on Ajax submission but before the recipe has finished running - **success\_message**: Use different button label text after the button has been clicked and the recipe completed for an Ajax submission. Here’s an example of a magic button with Ajax submission and a different message on submit: ``` Run this recipe ``` ### Gutenberg blocks Instead of using shortcodes, Gutenberg blocks are available for including magic buttons and links on a page or post. Here’s what a magic button block looks like: [![Magic Button Block](https://automatorplugin.com/wp-content/uploads/2024/04/Magic-Button-Block-1024x370.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Magic-Button-Block.png) To add the correct button to a page, you must create the recipe with the magic button or link first and make it live. You will then see it in the drop-down list, so you can easily locate buttons and links by recipe and trigger. ### Best Practices Clicking the button will reload the page the user is on. That could be a confusing user experience, as there won’t be any visual confirmation that the button was clicked or the actions have been completed. So in the recipe containing the button, we recommend checking *Redirect when all triggers are completed* to take the user to a page that describes what actions have been completed and suggests next steps. [![redirect-when-all-triggers-are-completed](https://automatorplugin.com/wp-content/uploads/2019/12/redirect-when-all-triggers-are-completed-1024x496.png)](https://automatorplugin.com/wp-content/uploads/2019/12/redirect-when-all-triggers-are-completed.png) **Article Categories:** Special Triggers --- ### [User Loops](https://automatorplugin.com/knowledge-base/user-loops/) **Published:** August 24, 2023 **Author:** Ken Young **Content:** ## Warning! User Loops are a very powerful automation tool, enabling administrators to create recipes that run actions on multiple users. If you’re not sure about how a loop may affect users on your site, we highly recommend creating and running the recipe on a staging site first. (If your recipe includes an action that sends emails, be sure to disable emails on your staging site prior to running it.) Once run, there’s no way to undo the actions of a user loop. ## Introduction User Loops give your recipes the power of bulk actions. Instead of a recipe’s actions affecting only one user, a loop enables an action (or multiple actions) to run on multiple users that meet some criteria. This opens up some very powerful automations for site administrators. Here are a few examples: - Send an email to all users with a specific MemberPress membership - Enroll all users that purchased a specific Easy Digital Downloads product in a Zoom webinar - Export a list of all users that completed a LearnDash course to Google Sheets - Send a coupon code to all users that purchased a specific WooCommerce product - Add all users with a specific email domain (e.g. @uncannyowl.com) to a BuddyBoss group With User Loops, Uncanny Automator becomes an even more indispensable tool for WordPress site administrators. ## Adding a user loop To add a user loop to your recipe: 1. Scroll to the Actions section of the recipe. 2. Click Add. 3. Click User loop. ![](https://automatorplugin.com/wp-content/uploads/2023/08/wordpress-bulk-action-user-loops.png) This adds an empty loop to your recipe. It’s time to specify the users to loop over and the actions to run on them. ![](https://automatorplugin.com/wp-content/uploads/2023/08/empty-user-loop.png) ## Targeting the right users ### Loop filters Actions will be run on every user that meets your loop criteria, so it’s critical that you target the correct users inside your loop. The first step is to set up a loop filter. ![](https://automatorplugin.com/wp-content/uploads/2023/08/loop-filters.png) The default filter is ensures users with the role *Administrator* are not affected by the actions in the loop. You may set up additional filters to target things like: - WordPress users with specific email domains (e.g. @gmail.com) - WordPress users whose usernames or user IDs match a criteria - WordPress users with specific user meta keys/values - WordPress users with specific roles Loop filters reduce the total number of users that loop actions will be run on. You want to add as many filters as you can at this level to improve the performance of the loop. ### Action filters Once you’ve set loop filters, you can then set specific action filters. In this example, we’re targeting users that have completed a specific LearnDash course: ![](https://automatorplugin.com/wp-content/uploads/2023/08/action-filter-users-learndash.png) The difference between *loop filters* and *action filters* is that loop filters reduce the set of of users that the loop runs against, while *action filters* check each user in the loop to ensure they meet the filter criteria. When you’re satisfied that the loop and action filters have targeted the desired set of users, we can add actions to the loop. In this example, we’ll simply be sending the target users an email. ## Adding actions and tokens inside loops Actions inside a user loop will be run on each user that meets the loop’s filter criteria. ![](https://automatorplugin.com/wp-content/uploads/2023/08/custom-action-on-bulk-users-loop.png) To customize the actions for each user, use the tokens available inside the loop. A First name token used *outside* of a user loop returns the first name of the user who triggered the recipe (or the user selected by the user selector in an Everyone recipe). A First name token *inside* a user loop returns the first name of each user that is iterated as the loop runs. **This is a critical distinction**, and is what makes user loops so powerful. A simple example of this is the ability to customize the email being sent to each user in a loop with the user’s first name. In the screenshot below, we’re ensuring the email action sends an email to each user that meets the loop criteria: ![](https://automatorplugin.com/wp-content/uploads/2023/08/personalize-bulk-actions-wordpress.png) ## Triggering the loop To run the bulk actions inside a loop, you need to trigger the recipe. You can use any supported trigger to run the loop, just like a regular recipe. Use **Run now** trigger to run actions on users in bulk right from inside the recipe page. ## Monitoring the progress of a loop Once the recipe containing the user loop has been triggered, you can monitor the progress of the loop and view results in the easy-to-read, detailed logs. A recipe with a running loop will show as in progress: ![](https://automatorplugin.com/wp-content/uploads/2023/08/user-loop-logging.png) Clicking the Details button will show you the recipe details, including the progress of any running loops: ![](https://automatorplugin.com/wp-content/uploads/2023/08/user-loop-in-progress.png) ## Cancelling a loop A cancel button lets you cancel a loop in progress. Loops are processed in batches (see *Things to know*, below) that are automatically sized to adapt to your specific server’s hardware. Cancelling a loop in progress will cancel batches that have not started yet; however the in-progress batch will continue to execute until it is completed. ## Viewing loop results Once the loop has completed, you can expand the log to see the result of each action on each user in the loop. This gives you very detailed information about users that experienced an error or did meet the loop criteria, so you can easily trace any issues. ![](https://automatorplugin.com/wp-content/uploads/2023/08/user-loop-detailed-logs.png) ## Important Notes 1. **There is no way to undo the actions that were executed in a loop, so be 100% sure your loop is correct before running**. While user loops are extremely powerful and have the potential to save a lot of time, when used incorrectly they also have the power to make a mess. Consider testing on a staging site prior to running an extensive loop on your live site. 2. **When running loops with app actions** (such as Google Sheets), you may run into rate limitations on the receiving side, which will cause actions to fail. Consider dividing very large batches up. ## Under the Hood 1. **Loops run as background processes**. Loops are designed to be as efficient as possible and should not result in a significant performance impact to your site. However, as they do use server resources, there is an impact which will vary from server to server. 2. Since loops run in the background, actions *not* in a loop will typically complete before the loop. If you want an action in a recipe to run after a loop completes, the only way to do that is to manually specify a delay for the action. 3. **Loops are executed in batches**. The size and frequencies of these batches automatically adapt to your server’s capabilities and cannot be adjusted manually. 4. You can stop a loop that’s in progress from the logs. However, an in-progress batch cannot by halted and will run to completion. Any batches not yet started will be cancelled. 5. How long a loop takes to complete will depend on many factors, including: - The number of users the loop iterates over - The number of filters inside the loop - The number of actions inside the loop - The type of actions inside the loop (some actions are slower than others) - The capabilities of the server hosting the site **Article Categories:** Advanced Topics --- ### [Post Loops](https://automatorplugin.com/knowledge-base/post-loops/) **Published:** November 19, 2023 **Author:** Ryan Moore **Content:** ## Warning! Post Loops are a very powerful automation tool, allowing administrators run actions on multiple posts at once. If you’re not sure about how a loop may affect posts on your site, we highly recommend creating and running the recipe on a staging site first. Once run, there’s no way to undo the actions of a post loop. ## Introduction Post Loops allow you to run actions in bulk on multiple posts that meet whatever criteria you set. If you’re familiar with [User Loops](https://automatorplugin.com/knowledge-base/user-loops/), Post Loops work in an almost identical way, except they loop through posts (including custom post types). Here are a few examples of recipes you could run with post types: - Loop through a list of all products in a certain category and send key attributes to a Google Sheets report - When there are staff changes, loop through all posts with a certain tag and update the post author - Loop through all blog posts and append an affiliate disclosure - Output a list of all articles in a certain category that haven’t been updated for more than 1 year and add the list to Airtable - Update all courses in a certain category and assign a new price by targeting a post meta key - Find all blog posts that don’t have an SEO description, send the post content to OpenAI to generate a new SEO summary, then update the posts with the new descriptions ## Adding a post loop To add a post loop to your recipe: 1. Scroll to the *Actions* section of the recipe. 2. Click **Add**. 3. Click **Post loop**. [![Add a post Loop](https://automatorplugin.com/wp-content/uploads/2023/11/Add-an-Automator-Post-Loop.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Add-an-Automator-Post-Loop.png) This adds an empty loop to your recipe. Next you can choose the criteria for posts you want to target in the loop. By default, new post loops will target blog posts, but you can change this and/or add additional post loop filters. [![](https://automatorplugin.com/wp-content/uploads/2023/11/Choose-post-types-for-the-post-loop-1024x315.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Choose-post-types-for-the-post-loop.png) ## Targeting the right posts ### Loop filters Actions will be run on every post that meets your loop criteria, so make absolutely sure you target the right posts. The first step is to set up a loop filter. [![Post Loop Filters](https://automatorplugin.com/wp-content/uploads/2023/11/Post-Loop-Filters-1024x549.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Post-Loop-Filters.png) The following post loop filters are available: - A post has or does not have a specific meta key - A post has or does not have a term in a taxonomy - A post’s field meets a condition - A post’s meta value meets a condition - The post type is equal to a specific post type Adding loop filters makes loops run more efficiently, so if you can narrow your post targets with filters, you should. ## Adding actions and tokens inside loops Actions inside a post loop will be run for each post that meets the loop’s filter criteria. How these work, however, is different than in User loops. Where in user loops the actions will automatically run on the user in the current loop iteration, for post loops you may need to tell the action which post to target. That’s why Post loops support an additional token category: Loops. [![Loop tokens](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens-1024x437.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens.png) In the *Loop* token category you will find key tokens related to the post, like Post ID, Post title, Post status and more. Here’s what it will look like: [![Loop tokens for Automator](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens-for-Automator.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Loop-tokens-for-Automator.png) Suppose you have a post loop that runs a “Set post meta” action in bulk on all course post types. When the action runs, it needs to know which post to update, so inside the action we need to pass in the post ID related to that loop iteration. That means we would pass in the “Post ID” token from the loop token section above to the post we need to target by selecting the custom value option: [![Update courses in a loop](https://automatorplugin.com/wp-content/uploads/2023/11/Update-courses-in-a-loop-1024x696.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Update-courses-in-a-loop.png) After selecting the option to use a custom value and populating the correct post ID, the action would then look like this, which allows us to target the specific post linked to the current loop iteration as it runs: [![Custom post ID for a loop](https://automatorplugin.com/wp-content/uploads/2023/11/Custom-post-ID-for-a-loop-1024x215.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Custom-post-ID-for-a-loop.png) ## Triggering the loop To run the bulk actions inside a loop, you need to trigger the recipe. You can use any supported trigger to run the loop, just like a regular recipe. Use **Run now** trigger to run actions on posts in bulk right from inside the recipe page. ## Monitoring the progress of a loop Once the recipe containing the post loop has been triggered, you can monitor the progress of the loop from *Automator > Logs* and view results in the easy-to-read, detailed logs. ## Cancelling a loop A cancel button lets you cancel a loop in progress. Loops are processed in batches (see *Things to know*, below) that are automatically sized to adapt to your specific server’s hardware. Cancelling a loop in progress will cancel batches that have not started yet; however the in-progress batch will continue to execute until it is completed. ## Viewing loop results Once the loop has completed, you can expand the log to see the result of each action on each post in the loop. This gives you very detailed information about posts that experienced an error or did meet the loop criteria, so you can easily trace any issues. [![Post loop logs](https://automatorplugin.com/wp-content/uploads/2023/11/Post-loop-logs-1024x418.png)](https://automatorplugin.com/wp-content/uploads/2023/11/Post-loop-logs.png) ## Important Notes 1. **There is no way to undo the actions that were executed in a loop, so be 100% sure your loop is correct before running**. Consider testing on a staging site prior to running an extensive loop on your live site. 2. **When running loops with app actions** (such as Google Sheets), you may run into rate limitations on the receiving side, which will cause actions to fail. While very rare, extremely large batches should in some cases be divided up. ## Under the Hood 1. **Loops run as background processes**. Loops are designed to be as efficient as possible and should not result in a performance hit to the front end of your site. 2. Since loops run in the background, actions *not* in a loop will typically complete before the loop. If you want an action in a recipe to run after a loop completes, the only way to do that is to manually specify a delay for the action. 3. **Loops are executed in batches**. The size and frequencies of these batches automatically adapt to your server’s capabilities and cannot be adjusted manually. 4. You can stop a loop that’s in progress from the logs. However, an in-progress batch cannot by halted and will run to completion. Any batches not yet started will be cancelled. 5. How long a loop takes to complete will depend on many factors, including: - The number of posts the loop iterates over - The number of filters inside the loop - The number of actions inside the loop - The type of actions inside the loop (some actions are slower than others) - The capabilities of the server hosting the site **Article Categories:** Advanced Topics --- ### [Custom Scheduling](https://automatorplugin.com/knowledge-base/how-to-use-custom-scheduling-in-wordpress-automations/) **Published:** March 13, 2024 **Author:** Saad **Content:** [Uncanny Automator Pro](https://automatorplugin.com/pricing/) lets you set up actions to run automatically at specific times. You can define when actions run based on descriptions you provide in plain English. This guide will help you understand what you can say to schedule your tasks and what to expect. ## How to Communicate Time to Automator Pro You can schedule tasks in many ways, like saying a specific day, a number of days from now, or even a certain time of the day. Here are some examples to help you get started: **Specific Times**: - Enter “next Friday at 1 pm” and Automator Pro will schedule it for the Friday the week after the recipe triggers are completed. If the recipe were to run now, this text would schedule the action to run at “2026-10-23 13:00:00” (this string output is a real-time example that’s parsed by our scheduling library). - Enter “1pm tomorrow” to have an action run at 2026-10-22 13:00:00. - Enter “following Friday at noon” to schedule it for 2026-10-23 12:00:00. Again, these string examples are live and what would be used if you added this text to a recipe right now. **Days Ahead**: - “5 days” means something will happen 5 days from now, at 2026-10-26 22:04:45 if triggers in the recipe were completed right now. - “4 months” sets a task for four months later, at 2027-02-21 22:04:45. **Special Times**: - “tomorrow midday” is understood as 2026-10-22 12:00:00. - “tomorrow eod” (end of the day) is scheduled for 2026-10-22 23:59:00. **Combining Days and Times**: - “2pm next week Friday” means the task is set for 2026-10-30 14:00:00. ### Making Sense of Time Automator Pro knows some special words for time and can guess what you mean: - **Midday and Midnight**: It knows “midday” means 12:00 PM and “midnight” means 12:00 AM. - **Words for Next**: If you say “coming”, “following” or “upcoming,” Automator interprets this as “next.” So, “this coming Friday at 1 PM” gets scheduled for . ### Limitations on Recurring Events and Some Expressions Automator Pro efficiently processes a wide array of date and time expressions for single-instance scheduling, but it doesn’t support recurring events or certain complex expressions, such as “every Friday” or “every day.” Should you input unsupported phrases, Automator Pro will add the error note in Recipe logs. ## Simple Arithmetic with Time Automator Pro can do simple math with time: - **Exact Timestamps**: If you give it a specific timestamp, it uses it as is. - **Adding or Subtracting Time**: You can add or subtract time, like a timestamp token + 86400 (this equals one day in seconds), and it figures out the new time. ## Basic Scheduling Inputs You can schedule tasks using natural language or specific time frames, such as: - **Fixed Times**: “next Friday at 1 pm” or “1pm tomorrow”. - **Relative Days**: Like “5 days” or “4 months”. - **Special Times**: “tomorrow midday” or “tomorrow eod” (end of the day). - **Combinations**: “2pm next week Friday”. Automator Pro understands special times (like “midday” for 12:00 PM) and synonyms (“coming” means “next”). ### Handling Unrecognizable Inputs If Automator Pro can’t parse an input (e.g., “every Friday”), it’ll let you know so you can adjust it. ## Developer Filters for Customization Automator Pro offers developer filters to adapt and expand upon how scheduling interpretations are handled. Here are the current filters and how you might use them: ### 1. **Special Time Mappings** Modify or add special time expressions. ``` add_filter('automator_pro_custom_delay_synonyms_mapping', function($mappings) { $mappings['tea time'] = '4:00 PM'; // Example addition return $mappings; }); ``` ### 2. **Synonyms Mappings** Adjust or expand the synonyms list for scheduling inputs. ``` add_filter('automator_pro_custom_delay_synonyms_mapping', function($synonyms) { $synonyms['next week'] = 'next Monday'; // Custom handling for "next week" return $synonyms; }); `````` ``` ## Complete list of keywords supported in custom schedules All dates and times are relative to when the triggers in a recipe are completed. - Midday = 12 PM - Midnight = 12 AM - Coming = next (e.g. the following week) - Upcoming = next - Following = next - Tonight = today at 8 PM - Tomorrow night = tomorrow at 8 PM - End of the day = today at 11:59 PM - eod = 11:59 PM - Start of the day = 12 AM - Noon = 12 PM - Afternoon = 2 PM - Evening = 6 PM - Morning = 8 AM - Early morning = 5 AM - Late morning = 11 AM - Mid-morning = 10 AM - Late night = 10 PM - Early evening = 5 PM - Next week = 1 week in future - Next month = 1 month in future - Next year = 1 year in future - Day after tomorrow = 2 days from now - Weekend = Next Saturday - End of this week = this Sunday - Start of the week = Monday - End of the month = Last day of the month at 11:59 PM - Start of the month = First day of the month at 12 AM - Mid of the month = 15th day of the month at 12:00 PM ## Errors and Fixes If Automator Pro doesn’t understand the time you told it, it will let you know. This way, you can change your input and try again. Automator Pro’s time scheduling is quite smart. It understands different ways of saying when you want something to happen. Just tell it a time or a date, and it’ll do its best to understand and set up your task. If you keep it simple and use the examples above as a guide, you’ll be all set to schedule your tasks easily. **Article Categories:** Advanced Topics --- ### [Connecting your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/) **Published:** July 28, 2021 **Author:** Ryan Moore **Content:** All Uncanny Automator users can connect their WordPress site to Facebook, Twitter, Slack, Google Sheets and more for free. All that’s required is to sign up for a free Uncanny Automator account, and you’ll receive 250 [app credits](/knowledge-base/what-are-credits/) to use with these app integrations. To create an account, create a new [recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/), then find the integration you want to use in either the triggers or actions section. In this example, we’ll choose Google Sheets: [![](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-google-sheets.png)](https://automatorplugin.com/wp-content/uploads/2021/07/connect-wordpress-google-sheets.png) Clicking Google Sheets will display the steps needed to connect your WordPress site to Google Sheets: [![](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-google-sheets.png)](https://automatorplugin.com/wp-content/uploads/2021/07/wordpress-to-google-sheets.png) Clicking *Sign up* will open a window with a sign up form on automatorplugin.com. [![](https://automatorplugin.com/wp-content/uploads/2021/07/sign-up-free-automator.png)](https://automatorplugin.com/wp-content/uploads/2021/07/sign-up-free-automator.png) Fill out the form to create an account. If you already have an account, simply log in instead. Once you’ve completed that step, you can then click *Connect account* to connect your WordPress site to the selected integration and start using your free app credits! [![](https://automatorplugin.com/wp-content/uploads/2021/07/signed-up-free-automator-account.png)](https://automatorplugin.com/wp-content/uploads/2021/07/signed-up-free-automator-account.png) For details on that process, take a look at the [article specific to the integration](https://automatorplugin.com/article-categories/specialized-actions/) you’re setting up. **Article Categories:** Key Resources --- ### [Uncanny Automator User Lists Addon Changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-user-lists-addon-changelog/) **Published:** April 24, 2024 **Author:** Saad **Content:** ### 1.1.1 \[2024-11-26\] **Fix:**- Resolved compatibility with Automator v6+ on new site installations. --- ### 1.1 \[2024-10-08\] **Update:**- Settings - The user count now takes you straight to the filtered user list, no detours. #26 **Fixed:**- Admin - All Users - The list filter now remembers your selection and shows it properly after the page reloads. #22 - Ultimate Member and our plugin have finally called a truce. No more conflicts! #21 - Settings - The user list counters now keep up when a user is deleted #25 - Settings - Plugin updates were not showing up on some sites. We’ve made sure they stay visible where they’re supposed to be #33 - Licensing notice - The licensing notice will now correctly appear when the wrong license is used #33 --- ### 1.0 \[2024-04-24\] **New Integration:**- User Lists **New Triggers:**- A user is added to a list - A user is removed from a list **New Actions:**- Add the user to a list - Remove the user from a list - Create a list **New Conditions:**- User is on/is not on a list **New User Loop Filters:**- The user is/is not on a list **Global User Lists tokens:**- Unsubscribe link - Unsubscribe URL - User's lists - User's lists IDs **Added:**- User Lists shortcode - `[automator_ul]` - Show Lists on edit profile page **Internal:**- Addon Settings page #25 **Article Categories:** User Lists Addon --- ### [The Unsubscribed list and managing subscriptions](https://automatorplugin.com/knowledge-base/the-unsubscribed-list-subscription-management/) **Published:** April 24, 2024 **Author:** Ken Young **Content:** The *Unsubscribed* list is a special list that indicates a user has unsubscribed from all communications sent with Uncanny Automator. This list is created by default and cannot be deleted. Users on this list cannot be subscribed to any other list, and users subscribed to any other list cannot be on the Unsubscribed list. ### Using the Unsubscribed list Users on the *Unsubscribed* list have likely opted out by clicking the Unsubscribe link in an email (see *Unsubscribe tokens* below). This means they likely no longer want to receive certain types of emails from your organization. To make it easier to comply with user preferences, installing and activating this addon adds a new setting to the *Send an email* action: *Bypass Unsubscribed list*. By default, Automator’s *Send an email* action will not send email to users who are on the Unsubscribed list. Users on the Unsubscribed list can still be sent emails with the *Send an email* action if the *Bypass Unsubscribed list* checkbox is checked. ![](https://automatorplugin.com/wp-content/uploads/2024/04/bypass-unsubscribed-list-wordpress.png) This can be used in instances where you’re sending a *transactional email*. Transactional emails contain content that is specific to that user, that users expect to receive. Examples of transactional emails might include: - Password reset emails - Account creation emails - Welcome emails - Shipping confirmations - Payment invoices - Purchase receipts - Order confirmation emails - Payment failure notifications When sending emails, always ensure you are complying with all applicable spam laws of your country and the countries in which your recipients are located. ### Unsubscribe tokens The User Lists addon introduces two new tokens that can be added to emails sent by Uncanny Automator to let users manage the lists they’re on (see *Manage emails page* below). These tokens are: - **Unsubscribe link**: Generates a link with the text and URL specified in the addon’s settings page. By default, the URL is set to the manage emails page created automatically when the plugin is activated. ![](https://automatorplugin.com/wp-content/uploads/2024/04/unsubscribe-link-text-url-wordpress.png) - **Unsubscribe URL**: Outputs the Unsubscribe URL specified in the addon’s settings page. ### Manage emails page On installation, a *Manage emails* page is created at the URL /manage-emails. This page contains a shortcode that outputs all of the user’s *current list subscriptions*, as well as a checkbox to Unsubscribe from all. ![](https://automatorplugin.com/wp-content/uploads/2024/04/manage-email-list-subscriptions-wordpress.png) Checking the *Unsubscribe from all* checkbox and clicking **Apply** adds the user to the *Unsubscribed* list and removes them from all other lists. ### Using the User Lists addon with other email marketing tools The User Lists addon was designed to be a lightweight user list management solution for users without a separate email marketing tool. If you’re using User lists in alongside an external email marketing tool to send emails to your users, remember that the *Unsubscribed* list in the User lists addon can only affect emails sent with Uncanny Automator. If a user clicks the *Unsubscribe* link in an Automator-generated email, they may expect to be unsubscribed from emails sent from your email marketing tool as well. To keep both tools in sync, you can create recipes with the triggers and actions included with the User lists addon: - A user is added to a list - A user is removed from a list - Add the user to a list - Remove the user from a list For example, if a user is added to the Unsubscribed list, you can use an action to unsubscribe them from emails in your email marketing platform. If a user unsubscribes from your email marketing platform, you can create a recipe to add them to the Unsubscribed list in the User lists addon. **Article Categories:** User Lists Addon --- ### [Schedule](https://automatorplugin.com/knowledge-base/schedule/) **Published:** April 23, 2024 **Author:** Saad **Content:** The [Schedule integration](https://automatorplugin.com/integration/schedule/) for [Uncanny Automator Pro](https://automatorplugin.com/pricing/) allows recipes to run on a recurring and/or schedule basis. To use the integration, make sure Automator Pro is active and create a new **Everyone** recipe type. Once created, the integration offers 3 scheduled recipe types: [![Schedule integration triggers](https://automatorplugin.com/wp-content/uploads/2024/04/Schedule-integration-triggers-1024x411.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Schedule-integration-triggers.png)Each trigger is defined in more detail below. ### Repeat every hour, day, week, month or year at a specific time This trigger will repeat a recipes actions every X hours, every X days, every X weeks, every X months and every X years. To use this trigger, you must set values for *all* required fields, including the units (e.g. hours, days, months), the number of units between runs, how many times the recipe should repeat (custom times are supported by scrolling to the bottom of the list and entering a custom value, as are unlimited repeating recipes). Here’s a sample example of a recipe that will run every 3 days at 9 AM on those days until it is cancelled (cancelling a Schedule recipe is as easy as setting the status to Draft): [![Schedule every 3 days](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-every-3-days-1024x876.png)](https://automatorplugin.com/wp-content/uploads/2024/04/schedule-every-3-days.png) The “Month(s)” option is a bit more complicated and has some additional options. When you choose a day of the month on which a recipe will run, Automator will move it to the first day of the following month if that day doesn’t exist in the current month. As an example, if you choose “31” as the start date and it’s February 5, the recipe would run on March 1 instead. If you want to run recipes at the end of the month, it’s generally better to use the “Last day of the month” option for the specific day instead of choosing a day late in the month. Note too that in the “Repeat” field, there is an option for using a token or a custom value at the bottom. This allows you to choose whatever number of times to run the recipe as is appropriate for your situation. ### Repeat every weekday at a specific time If you want to run a recipe on specific days of the week, this trigger allows you to choose one or more days on which the recipe will run. The time selection will be shared between all dates selected, so if you choose to run a recipe on Monday, Wednesday and Friday and set the time to 2:00 PM, it will run at 2:00 PM on all 3 days. ### Run on a specific date at a specific time This trigger is useful when you want to run a series of actions at a particular date and time. An example might be scheduling a user loop to send out emails to specific users at midnight on a specific date. ### Managing Scheduled recipes When Automator Pro is active, it will add a *Scheduled recipes* menu entry under *Automator* in /wp-admin/. Visiting this page will show a list of all recipes that are set to run based on Schedule triggers, like this: [![Scheduled Recipe List](https://automatorplugin.com/wp-content/uploads/2024/04/Scheduled-Recipe-List-1024x313.png)](https://automatorplugin.com/wp-content/uploads/2024/04/Scheduled-Recipe-List.png) By default, recipe runs will be organized based on the next run date. Details about each scheduled recipe run will appear on each row. Use the **Run now** button to run the recipe immediately. When this is done, it will initiate the recipe but also leave the queued recipe run intact, so the recipe would end up firing an extra time. If you want to cancel a recipe run, use the **Cancel** button. This will stop a specific recipe run from executing, but other scheduled runs will still be queued. If you want to stop *all* scheduled runs of a recipe, edit the recipe and set it to Draft status on the right side of the page. ### Important notes Scheduled recipes are dependent on your WordPress site’s cron system, so if the site has low traffic and you use the standard WordPress cron, some runs may be delayed. In other words, if your recipe is set to run every 2 hours, but there is no site traffic when it should run and your crons don’t fire, the recipe might run in perhaps 2.5 hours instead. If reliability of timing is important for your crons on a low-traffic site, consider using server-based crons instead. Inquire with your host about their support for server-based crons and how to set them up if this applies to you. **Article Categories:** Special Triggers --- ### [Google Sheets™ Webhook Addon](https://automatorplugin.com/knowledge-base/google-sheets-webhook-addon/) **Published:** February 5, 2024 **Author:** Saad **Content:** With [Uncanny Automator Pro](https://automatorplugin.com/pricing/) and the [Google Sheets webhook app](https://workspace.google.com/marketplace/app/uncanny_automator_webhook_addon/591136700300), updates made to data in a Google Sheet can be passed in to Automator recipes. That makes it possible to update user data from a master list in a Google Sheet, update Woo product data and more. ### Install the Google Sheets Webhook app The best way to get started with the webhooks app is to visit the product page in the Google Workspace Marketplace; [click here](https://workspace.google.com/marketplace/app/uncanny_automator_webhook_addon/591136700300) to visit the page now. When you are signed in to the account that you has access to the Google Sheets you want to connect to Uncanny Automator and visit the product page, you may have options to do an admin install (if you own a Google workspace) or an individual install. In most cases, an Individual Install is most appropriate. [![Install webhooks app](https://automatorplugin.com/wp-content/uploads/2024/02/Install-webhooks-app-1024x264.png)](https://automatorplugin.com/wp-content/uploads/2024/02/Install-webhooks-app.png)You will then see several pages from Google to choose an account to connect and agreeing to various permissions. Since this app will be sending data from your sheet to an Automator recipe, the app does need permission to see data in your sheets. Once this is done, you can find the new Webhook addon in your Extension menu of Google Sheets, like this: [![Webhook app menu](https://automatorplugin.com/wp-content/uploads/2024/02/Webhook-app-menu-1024x563.png)](https://automatorplugin.com/wp-content/uploads/2024/02/Webhook-app-menu.png) Before you set up the webhook URL, we highly recommend that you finish adding any headings you might be using in your sheet and a row of sample data. This will make it easier to configure the recipe later and you won’t send extra data to your site. When you’re ready, click the *Automator Webhook URL* entry in the screenshot above. There you will be prompted to enter a webhook URL, which you will get from your Automator recipe. ### Setting up the Google Sheets trigger After completing the steps above, it’s time to start setting up a new Automator recipe. Create a new recipe, and choose **Everyone** as the type. Since the recipe may or may not be linked to a WordPress account, and data arrives anonymously, it must be an Everyone type. Now choose the **Sheets Web App** integration. The trigger will look like this: [![Webhook app trigger](https://automatorplugin.com/wp-content/uploads/2024/02/webhook-trigger-1024x766.png)](https://automatorplugin.com/wp-content/uploads/2024/02/webhook-trigger.png) Copy the URL in the Webhook URL field over to the “Enter Webhook URL” field fromthe app in Google Sheets, which looks like this: [![Webhook URL in Google Sheets](https://automatorplugin.com/wp-content/uploads/2024/02/Webhook-URL-in-Google-Sheets.png)](https://automatorplugin.com/wp-content/uploads/2024/02/Webhook-URL-in-Google-Sheets.png) Click **Save Settings**. This will direct future cell update data to the webhook URL. Back in the Automator recipe, click the **Get row** button. Switch back to the Google Sheet, change the value in one of your cells, move the focus, and return to the Automator recipe to see the sample details. Assuming the sample was collected successfully, you will see a modal like this one: [![App sample data](https://automatorplugin.com/wp-content/uploads/2024/02/App-sample-data-1024x744.png)](https://automatorplugin.com/wp-content/uploads/2024/02/App-sample-data.png) Click the **Use these fields** button to accept the sample and set up the various values as tokens that you can use in your actions. If there are any values you don’t need, you can certainly remove them from the “Sheet columns” table. When the mappings look fine, click **Save** in the trigger to store your mappings. You can now proceed with setting up the rest of your recipe and taking it live. ### Important Notes The Webhook app does have some important behaviours that should be considered as you start using the integration. 1. Google Sheets will only send data out via webhook when a value is manually updated and focus is moved away from the cell. This means that updates via formulas or anything done automatically will not trigger data updates. 2. The app itself is not restricted to Automator use. If you want to send data to another webhook target, you can use our web app for it. 3. Google Sheets will send data for ALL updates, and typically this will be more webhook volume than you might expect. It also sends records for ALL columns in a row, so you might see a lot of incoming data in your logs. This is normal and based on how Google Sheets sends data for updates. **Article Categories:** Special Triggers **Article Tags:** Google Sheets --- ### [ActiveCampaign](https://automatorplugin.com/knowledge-base/activecampaign-triggers/) **Published:** January 20, 2022 **Author:** Ken Young **Content:** With Uncanny Automator, connecting your WordPress site to ActiveCampaign has never been easier. Automatically enroll users in courses and groups or perform actions on your users when tags are added to your contacts in ActiveCampaign. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with ActiveCampaign. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the ActiveCampaign integration. ### Enabling ActiveCampaign triggers To use ActiveCampaign triggers, follow these steps: 1\. [Complete the steps in this article](https://automatorplugin.com/knowledge-base/activecampaign/) to enable the ActiveCampaign integration. 2\. From your WordPress Admin Dashboard, navigate to **Automator** > **Settings** > **ActiveCampaign** and toggle **Enable triggers** to the “on” position: [![activecampaign-integration-enable-triggers](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-integration-enable-triggers-1024x589.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-integration-enable-triggers.png) 3\. Log in to your ActiveCampaign account and navigate to **Settings** > **Developer**. [![activecampaign-settings-developer](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-settings-developer-1024x384.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-settings-developer.png) 4\. Click **Manage Webhooks**. [![activecampaign-manage-webhooks](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-manage-webhooks-1024x393.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-manage-webhooks.png) 5\. Click **Add a webhook**. [![activecampaign-add-webhook](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-add-webhook-1024x691.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-add-webhook.png) 6\. Select the webhook type. In most cases, a **Standard** webhook is sufficient. [![activecampaign-webhook-type](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-type-1024x633.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-type.png) 7\. Return to your Automator window, **copy** the *Webhook URL* and **paste** it into the *URL* field in your ActiveCampaign window. You will also have to name your webhook (for example, “Automator”). [![activecampaign-webhook-name-and-url](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-name-and-url-1024x395.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-name-and-url.png) 8\. Select the lists you wish to have connected through this webhook. By default, all *All Lists* will be selected. 9\. In the *Events* field, select the actions in ActiveCampaign that you would like to have trigger the webhook. For example; *Contact Added*, *Contact Tag Added*, *Contact Tag Removed* and *Contact Unsubscription*. (Note: Automator does not support all of these triggers but may in the future.) [![activecampaign-webhook-events](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-events-989x1024.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-events.png) 10\. Select the *Source*. In most cases, *By any user* and/or *By system processes* will be sufficient. [![activecampaign-webhook-source](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-source-1024x406.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-webhook-source.png) 11\. Click **Save**. 12\. Return to your Automator window and click **Save settings**. You will now see triggers for ActiveCampaign when creating an [Everyone recipe](https://automatorplugin.com/knowledge-base/anonymous-recipes/). ### Using ActiveCampaign triggers To run actions on WordPress users when a tag is added to a contact in ActiveCampaign, choose one of the available triggers: [![activecampaign-triggers](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-triggers-1024x305.png)](https://automatorplugin.com/wp-content/uploads/2022/01/activecampaign-triggers.png) Then choose the action that you want to perform on the user when the tag is added. Automator will prompt you to map the incoming data from ActiveCampaign to an existing WordPress user on your site. Use the instructions in [this article](https://automatorplugin.com/knowledge-base/anonymous-recipes/#Select_an_existing_user) to do that. That’s it! Now you can automatically update your users when you add or remove tags from their contacts in ActiveCampaign. **Article Categories:** Special Triggers --- ### [Run a WordPress hook](https://automatorplugin.com/knowledge-base/run-a-wordpress-hook/) **Published:** May 21, 2021 **Author:** Joseph Gabito **Content:** **Warning: This action lets you run custom PHP code on your site. Custom PHP code can break your site, rendering it unusable and inaccessible. You should only use this action if you are familiar with writing and debugging PHP code. Always test on a staging environment before deploying to your live site.** The *Run a WordPress hook* action can call any existing WordPress action or any custom-defined plugin or theme action. Imagine creating a recipe that executes your custom-defined action–it’s like telling Automator “execute this code” when “these other things” happen. This action is very powerful and can be very useful to developers or site owners who want to run a custom function as a recipe. Let’s take a look at setting this up! ### Adding a new Automator action hook After [creating a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/), click the *Add Action* button and choose *Run Code*. Then click *Run a **WordPress Hook:*** [![Run a WordPress hook](https://automatorplugin.com/wp-content/uploads/2021/05/Run-a-WordPress-hook-1024x408.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Run-a-WordPress-hook.png) This is what you’ll see next: [![Run a WordPress Hook action](https://automatorplugin.com/wp-content/uploads/2021/05/Run-a-WordPress-Hook-action-1024x680.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Run-a-WordPress-Hook-action.png) The **Hook name** is the name of the *WordPress action hook* that you want the Automator Action to run, e.g. *my\_custom\_action\_hook*. [Click here to learn more about WordPress action hooks](https://codex.wordpress.org/Plugin_API/Action_Reference). **Pass variables** fields will contain the data that you want to pass into the callback function of the specified hook (e.g. *my\_custom\_action\_hook*). Each particular action hook contains a different number of arguments. **You may skip this field if the hook you’re using does not accept any arguments**. Otherwise, you may pass a custom-defined values to the action hook argument by clicking the *Add a variable* button and entering the data you want to pass into the function. You may add any number of values or remove them as necessary. The order of the arguments passed to the callback function will be based on the order you define in the Pass variables field (e.g. from top to bottom)*:* ![](https://automatorplugin.com/wp-content/uploads/2021/05/Picture3.png) In this example, we will be adding just **one** *field value* since we be passing only one argument into our callback function. Don’t forget to save the new Automator Action we’ve just set up by clicking *Save*. Go ahead and add new [Triggers](https://automatorplugin.com/knowledge-base/managing-triggers/). In this example we’ll use the WordPress Trigger *A user views **a page***. Switch the status of the Recipe to **live**. At this point, you can try completing the recipe triggers. You’ll probably notice that nothing happens; this is because we have not yet defined an action hook called *my\_custom\_action\_hook*. ### Writing the callback function for the custom hook Let’s set up our new action hook inside our [*child theme*](https://developer.wordpress.org/themes/advanced-topics/child-themes/). In the callback function, we will redirect the user to the URL specified in the **Pass variables** field. In this example, we’ll set the URL to: `https://sitename.com/?my_custom_url_param=yes` (replace https://sitename.com with your own domain) Here’s how we’ll add the function to our child theme: 1. Open your favorite text editor. You may use Sublime text, PHP Storm, Notepad++, Visual Studio Code, or any editor of your choice. 2. Locate your theme or child theme’s functions.php file. 3. Paste in the following code: ``` if ( ! function_exists('my_custom_action_hook_cb_function') ) { add_action('my_custom_action_hook', 'my_custom_action_hook_cb_function', 10, 1); function my_custom_action_hook_cb_function( $url ){ wp_safe_redirect( $url ); exit; } } ``` 4. Save the file and visit the page you use earlier in trigger. You should be redirected to [https://sitename.com/?my\_custom\_url\_param=yes](https://sitename.com/?my_custom_url_param=yes) **Here’s how the code works:** 1. `add_action(‘my_custom_action_hook’, ‘my_custom_action_hook_cb_function’, 10, 1)` – The first argument here is the my\_custom\_action\_hook which is what you specified in the *Hook name* field. 2. The second argument `my_custom_action_hook_cb_function` is the function that will be run when the action gets executed. 3. The 3rd argument is 10 which the [loading priority](https://developer.wordpress.org/reference/functions/add_action/) of that action. Typically, this can be left at 10, unless you’re hooking a number of functions to this action and want them to run in a specific order. 4. And lastly, the fourth argument which is 1 which must be equal to the number of variables that you’ve defined in the *Pass variables* field. **Error checking** You should check for the following things if you encountered any errors while adding a custom action hook: 1. Make sure that the Recipe is set to Live. 2. Check for any spelling errors, etc. Check that the hook name in add\_action matches with the one that you entered in the *Hook name* field. 3. The number of arguments provided in the *Pass variable* field must match the number of arguments that you passed in your callback function. 4. Check your PHP code if you run into any errors or warnings. That’s it! We hope this makes creating custom code for your WordPress site much easier, faster and more fun. **Article Categories:** Special Actions --- ### [Call a custom function/method](https://automatorplugin.com/knowledge-base/call-a-custom-function-method/) **Published:** August 12, 2021 **Author:** Ken Young **Content:** **Warning: This action lets you run custom PHP code on your site. Custom PHP code can break your site, rendering it unusable and inaccessible. You should only use this action if you are familiar with writing and debugging PHP code. Always test on a staging environment before deploying to your live site.** The *Call a custom function/method* action can call any existing global or static function on your WordPress site. Imagine creating a recipe that executes your custom function–it’s like telling Automator “execute this code” when “these other things” happen. This action is very powerful and can be very useful to developers or site owners who want to run a custom function as a recipe. Let’s take a look at setting this up! ### Adding a new Automator action hook After [creating a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/), click the *Add Action* button and choose *Run Code*. Then click *Call a custom function/method**:*** [![Call a custom function](https://automatorplugin.com/wp-content/uploads/2021/08/Call-a-custom-function-1024x408.png)](https://automatorplugin.com/wp-content/uploads/2021/08/Call-a-custom-function.png) This is what you’ll see next: [![Call a custom function action](https://automatorplugin.com/wp-content/uploads/2021/08/Call-a-custom-function-action-1024x749.png)](https://automatorplugin.com/wp-content/uploads/2021/08/Call-a-custom-function-action.png) The **Function name** is the name of the *PHP function* that you want the Automator Action to run, e.g. *my\_custom\_function*. This function could be defined in your [child theme’s functions.php file](https://developer.wordpress.org/themes/advanced-topics/child-themes/#using-functions-php), a [custom plugin](https://developer.wordpress.org/plugins/) you’ve written, or even in a function in a plugin that you’ve simply installed on your site. **Pass variables** fields will contain the data that you want to pass into the function. (For security, these fields only support simple values like strings and numbers, not arrays). Each particular function takes a different number of arguments. **You may skip this field if the function you’re using does not accept any arguments**. Otherwise, you may pass a custom-defined values to the function by clicking the *Add a variable* button and entering the data you want to pass into the function. You may add any number of values or remove them as necessary. The order of the arguments passed to the function will be based on the order you define in the Pass variables field (e.g. from top to bottom)*:* ![](https://automatorplugin.com/wp-content/uploads/2021/08/automatically-call-a-function-wordpress-3.png) In this example, we will be adding just **one** *field value* since we be passing only one argument into our function. Don’t forget to save the new Automator Action we’ve just set up by clicking *Save*. Go ahead and add new [Triggers](https://automatorplugin.com/knowledge-base/managing-triggers/). In this example we’ll use the WordPress Trigger *A user views **a page***. Switch the status of the Recipe to **live**. At this point, you can try completing the recipe triggers. ### Writing a function Writing a PHP function really goes beyond the scope of this article, but let’s take a look at a simple example. Let’s set up our custom function inside our [*child theme*](https://developer.wordpress.org/themes/advanced-topics/child-themes/#using-functions-php). In the function, we will redirect the user to the URL specified in the **Pass variables** field. In this example, we’ll set the URL to: `https://sitename.com/?my_custom_url_param=yes` (replace https://sitename.com with your own domain) Here’s how we’ll add the function to our child theme: 1. Open your favorite text editor. You may use Sublime text, PHP Storm, Notepad++, Visual Studio Code, or any editor of your choice. 2. Locate your theme or child theme’s functions.php file. 3. Paste in the following code: ``` function my_custom_function( $url ){ wp_safe_redirect( $url ); exit; } ``` 4. Save the file and visit the page you use earlier in trigger. You should be redirected to [https://sitename.com/?my\_custom\_url\_param=yes](https://sitename.com/?my_custom_url_param=yes) #### Example: Return a custom product meta ``` /** * @param $product_id * * @return array|int|mixed|string */ function automator_get_product_meta( $product_id, $meta ) { // Get product $product = wc_get_product( $product_id ); // if not correct Product ID, return 0 if ( ! $product instanceof WC_Product ) { return 0; } // check if it's a variation $parent_id = $product->get_parent_id(); // a variation, return parent product if ( 0 !== (int) $parent_id ) { $product = wc_get_product( $product->get_parent_id() ); } // check again if its a product if ( ! $product instanceof WC_Product ) { return 0; } // return meta return $product->get_meta( $meta, true ); } ``` #### Example: Running a custom MySQL Query ``` /** * @param $user_id * @param $meta_key * @param $meta_value * * @return array */ function automator_run_mysql_query( $user_id, $meta_key, $meta_value ) { global $wpdb; // Update something. $wpdb->update( $wpdb->usermeta, array( 'meta_value' => $meta_value, ), array( 'user_id' => $user_id, 'meta_key' => $meta_key, ) ); // Insert something $wpdb->insert( $wpdb->prefix . 'my-table', array( 'user_id' => $user_id, 'meta_key' => $meta_key, 'meta_value' => $meta_value, ) ); // Return a value for the next action (Action token) return $wpdb->get_col( $wpdb->prepare( "SELECT meta_value FROM $wpdb->usermeta WHERE meta_key = %s AND user_id = %d", $meta_key, $user_id ) ); } ``` **Error checking** You should check for the following things if you encountered any errors while adding a custom action hook: 1. Make sure that the Recipe is set to Live. 2. Check for any spelling errors, etc. Check that the function name matches the one that you entered in the *Function name* field. 3. The number of arguments provided in the *Pass variable* field must match the number of arguments that you passed in your function. 4. Check your PHP code if you run into any errors or warnings. **Warning!** If the function name or number of arguments set in the action doesn’t match your function, Uncanny Automator will display an error in the action log. **However, if your function itself causes a fatal error, this could prevent your site from loading. If you are not familiar with writing PHP code, we recommend you do not use this action.** Even if you are an experienced coder, be sure to test your code on a staging site before you deploy it to your live site. That’s it! We hope this makes creating custom code for your WordPress site much easier, faster and more fun. **Article Categories:** Special Actions --- ### [Telegram](https://automatorplugin.com/knowledge-base/telegram/) **Published:** July 13, 2023 **Author:** Ryan Moore **Content:** [Telegram](https://automatorplugin.com/integration/telegram/) is a messaging platform designed for straightforward, private communication. It allows users to communicate in real-time, while also offering features such as secure file sharing and the ability to join various interest-based channels. Uncanny Automator supports receiving messages via Telegram as a trigger as well as sending messages via Telegram as actions. In both cases, the setup process is the same, and it starts with creating a bot. To create a Telegram bot, start by messaging the @BotFather bot. You can search for this app by typing “BotFather”, or just visit this link: . This link will automatically open a new window for your Telegram client if you have Telegram installed on your current device. After clicking in to the BotFather bot, you’ll see some instructions like this: [![BotFather Instructions](https://automatorplugin.com/wp-content/uploads/2023/07/BotFather-instructions.png)](https://automatorplugin.com/wp-content/uploads/2023/07/BotFather-instructions.png) Click the **Start** button at the bottom, where you will be presented with a message explaining how to create a bot. Enter (or tap) the “/newbot” command to create a new bot. BotFather will walk you through the process, but the next step is to name the bot; this first name is the display name. Next, choose a username. You must choose something that is unique and it must end with “bot”, like “Automator\_bot”. In the new bot confirmation, BotFather will return a secure token for the new bot in a message that looks like this: [![Telegram Bot token](https://automatorplugin.com/wp-content/uploads/2023/07/Telegram-Bot-token.png)](https://automatorplugin.com/wp-content/uploads/2023/07/Telegram-Bot-token.png) **Store the token somewhere safe**. This token value is what we will use in Automator to connect to Telegram. The final step is to enter the “Bot secret” value into your Automator settings by navigating to *Automator > App integrations > Telegram*. After entering your token value in the *Bot secret* field, click **Connect Telegram account**. The page will look like this: [![Automator Telegram settings](https://automatorplugin.com/wp-content/uploads/2023/07/Automator-Telegram-settings-1024x615.png)](https://automatorplugin.com/wp-content/uploads/2023/07/Automator-Telegram-settings.png) In the recipe itself, please note that the *Chat/Channel* field accepts numeric Telegraph IDs only. To find the group chat ID: 1. Add the Telegram bot to a group. 2. Get the list of updates for your bot from this URL (replacing the bot\_token value with your own): https://api.telegram.org/bot/getUpdates (e.g. https://api.telegram.org/bot123:jbd78sadvddy63d37gda37bd8/getUpdates) 3. Look for the “chat” object in the output. In that section, the “id” value is what you’re looking for. To find a user ID, send ‘/start’ to @userinfobot in Telegram. The bot should respond with the numeric user ID that you can use in the Automator actions. **Article Categories:** Special Actions, Special Triggers --- ### [Uncanny Automator Restrict Content Addon Changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-restrict-content-addon-changelog/) **Published:** January 17, 2024 **Author:** Ken Young **Content:** ### 1.2.0 \[2025-04-12\] **Added:**- Users - Added an “Access level(s)” column to the users table—because knowing who’s got the keys to the kingdom shouldn’t be a guessing game. #54 - Users - Added an access level filter to the All Users screen—finding your VIPs (or mischief-makers) just got a whole lot easier. #51 **Fixed:**- Edit Page - Settings were mysteriously vanishing when editing with Elementor—turns out they didn’t like sharing the stage. We’ve restored the peace treaty between them. #58 **Under the hood:**- Improved expired license behaviour – When licenses expired, things got a little dramatic. We’ve taught them to bow out gracefully instead of throwing a tantrum. #69 --- ### 1.0.4 \[2024-11-26\] **Fixed:**- Missing Add-ons tab in settings in a rare situation. #60 - Resolved compatibility with Automator v6+ on new site installations. #61 - Restrict Content: User added/removed access level triggers now correctly set recipe scope to the user. #52 --- ### 1.0.3 \[2024-03-14\] **Fix:**- Restrict Content & Gutenberg Blocks - Fixed conflict with blocks in third-party plugins #44 --- ### 1.0.2 \[2024-02-20\] **Fix:**- Restrict Content & Gutenberg Blocks - Implemented Higher-Order Component to fix conflict with Presto Player #38 --- ### 1.0.1 \[2024-01-17\] **Fix:**- Blocks - REST API issue associated with server-side rendered blocks **Update:**- Settings - Shortcode tooltip text --- ### 1.0 \[2023-11-24\] **New Integration:**- Restrict Content **New Triggers:**- A user is added to an access level #20 - A user is removed from an access level #19 **New Actions:**- Add the user to an access level #18 - Remove the user from an access level #17 **New Conditions:**- The user is in an access level #16 - The user is not in an access level #15 **New User Loop Filters:**- The user is in an access level #14 - The user is not in an access level #13 **Global Restrict Content tokens:**- User's access levels #12 - User's access level ID(s) #12 **Added:**- Restrict content shortcode - `[automator_rc]` #24 - Show Levels on edit profile page #22 - Edit Posts/Page - Post restriction panel #26 - Gutenberg Blocks - Restrict content Block option #23 **Internal:**- Addon Settings page #25 **Article Categories:** Restrict Content Addon --- ### [License Keys](https://automatorplugin.com/knowledge-base/where-can-i-find-my-license-key/) **Published:** September 24, 2018 **Author:** Ken Young **Content:** Your license key(s) can be found in [My Account](/my-account) > [Plugin Licenses](https://automatorplugin.com/my-account/licenses/). Use the login info you entered during checkout to log in and access your license keys. If you don’t yet, have a license key, you may [purchase one](/pricing/). Uncanny Automator Pro customers are welcome to use a copy of the plugin on Staging and Development sites, and as long as the URL matches one of the following naming conventions, it will be whitelisted and not count against your license limit: localhost 10.0.0.0/8 11.172.16.0.0/12 12.192.168.0.0/16 .dev .local dev. staging. **Article Categories:** Getting Started --- ### [PHP version](https://automatorplugin.com/knowledge-base/php-version/) **Published:** November 10, 2021 **Author:** Ryan Moore **Content:** If you arrived at this page from a notice in Uncanny Automator, your website is running an **outdated and unmaintained** version of PHP. Not only will this result i slower performance, but it may mean your site is vulnerable to security vulnerabilities. Uncanny Automator supports PHP versions 7.0 and later, but we *strongly* recommend using PHP 8.0 to PHP 8.2. PHP 7.0 and below have reached end of life and are no longer being maintained or receiving security fixes. ## Updating your PHP version You can verify what version of PHP you’re running by visiting **Automator > Tools** in /wp-admin/ of your website and looking for the *PHP version* identifier. [![Automator PHP Version](https://automatorplugin.com/wp-content/uploads/2021/11/Automator-PHP-version..png)](https://automatorplugin.com/wp-content/uploads/2021/11/Automator-PHP-version..png) Your hosting control panel may allow you to choose a PHP version, but in most cases you will need to contact your host and ask them to change it for you. PHP 8.0 or above is recommended for the best performance and compatibility. **Article Categories:** Key Resources --- ### [Data Privacy and GDPR](https://automatorplugin.com/knowledge-base/data-privacy-and-gdpr/) **Published:** August 9, 2021 **Author:** Ryan Moore **Content:** We take data privacy and the EU General Data Protection Regulations (GDPR) very seriously at Uncanny Owl. That’s why we have taken every measure we can to protect your data and make processes and safeguards available. ## How is recipe data used? When you create recipes with Uncanny Automator on your website, they will sometimes include personal data and identifiable user records. Uncanny Automator itself does not store personal information, but the recipes you create with it may store identifiable data. By default, *all* of this data stays on your site and cannot be sent to us. Except for an Uncanny Automator license (which includes the email address of the plugin purchaser, site URL and license key), no other data is sent back to Uncanny Owl. If you optionally connect to a third party API service to pass data using Uncanny Automator (e.g. Slack, Google Sheets, Twitter, Facebook and Instagram), some data *will* pass through our API server. It is received and sent in an encrypted format and **never** stored. This data usage is optional and not enabled by default, only when you connect your third party account (e.g. Twitter) to Uncanny Automator. Zapier and webhook actions can be used as substitutes if you elect not to send data through our server. ## Data Processing Agreement Our Data Processing Agreement (DPA) offers contractual terms that meet GDPR requirements and reflect our data privacy commitments to our customers. Each customer processing personal data on behalf of EU/EEA individuals can [sign this agreement](https://automatorplugin.com/gdpr-dpa/). ## Usage tracking The Uncanny Automator plugin can optionally collect information about your plugins and recipes and send it to us for anonymous reporting. Opting out does not affect plugin use in any way; full details are available at . ## Questions? If you have additional questions about GDPR compliance or our use of personal data, or would like to request deletion of your data, please contact our team at . **Article Categories:** Key Resources --- ### [Gravity Forms](https://automatorplugin.com/knowledge-base/gravity-forms/) **Published:** May 13, 2020 **Author:** Ken Young **Content:** ### Issues registering new users with Recipes for Everyone When using the Gravity Forms User Registration add-on to create users based on form submission, make sure to use the “A user registers with a form” (if the user doing the registration is the target for the recipe) or the “A user is registered” (if the target is someone other than the form submitter). Other form submission triggers will not be linked to the user when Gravity Forms creates the user. ### Issues getting values from the Password field type The Password field type is included with the Gravity Forms User Registration add-on. When using this type, the token value of that field cannot be retrieved by Uncanny Automator for security reasons. **Article Categories:** Integrations FAQ --- ### [OpenAI](https://automatorplugin.com/knowledge-base/open-ai/) **Published:** February 14, 2023 **Author:** Ken Young **Content:** ### How to Connect OpenAI to your WordPress site Our OpenAI integration offers the ability to generate intelligent, human-readable content and use this content automatically in your WordPress workflows. Automatically generate content using any of the OpenAI GPT-3 of GPT-4 models to create new blog posts, Facebook posts, tweets, and much more. Connect the input to a form and you have a powerful way to let users generate content without leaving the front end of your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with OpenAI. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the OpenAI integration. Once you’ve connected your free account or activated your Pro license key, return to the recipe page and click on the OpenAI icon. ![](https://automatorplugin.com/wp-content/uploads/2023/02/connect-openai-gpt-wordpress.png) You’ll need a secret API key from your OpenAI account to connect your WordPress site to OpenAI. You will also need to set up billing details at and make sure that there is sufficient credit in your account. **Please note that OpenAI API access is not related to a ChatGPT Plus account.** [Click here to generate a secret API key for use with Uncanny Automator](https://platform.openai.com/account/api-keys). (You’ll need to log in to your OpenAI account.) ![](https://automatorplugin.com/wp-content/uploads/2023/02/create-secret-key-openai-wordpress-automation.png) Enter the generated API key into the *Secret key* field and click **Connect OpenAI account**. ![](https://automatorplugin.com/wp-content/uploads/2023/02/openai-api-key-wordpress.png) That’s it! You’ll now be able to add OpenAI actions to generate [action tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) that you can use in subsequent actions. ### Action – Use a prompt to generate text The action *Use a prompt to generate text* enables AI text generation with **OpenAI’s GPT-3** natural language generator for use in your workflows. This is the same engine used by ChatGPT. It includes a number of options: ![OpenAI WordPress integration](https://automatorplugin.com/wp-content/uploads/2023/02/OpenAI-WordPress-integration.png) - **Model**: OpenAI offers [a number of different models](https://platform.openai.com/docs/models) for generating text. The main differences between them are speed and cost. In the free version of Uncanny Automator, the available models are Curie, Babbage and Ada. - **Temperature**: This basically controls the amount of randomness in the text returned by GPT-3. - **Maximum length**: This number doesn’t indicate word length, but rather a number of token to be used for the response. OpenAI’s pricing model is based on token usage. From OpenAI: “You can think of tokens as pieces of words, where 1,000 tokens is about 750 words.” For more info on tokens, see [this page](https://openai.com/api/pricing/). - **Prompt**: This is the prompt that will be sent to OpenAI to tell the AI what text to generate. Examples could be: - Write a blog post about how to connect WordPress to ChatGPT using Uncanny Automator. - Write a poem about using AI to write WordPress blog posts. - Write a story about the best automation plugin for WordPress adding support for OpenAI. ### Action – Use a prompt to generate text with the Davinci model This action is available in [Uncanny Automator Pro](https://automatorplugin.com/pricing/). The options available in this action are the same as the action above, but without a *Model* dropdown as the Davinci model is pre-selected. Davinci is the slowest, most expensive and most capable GPT-3 model for generating text. Responses typically take 15-30 seconds or longer, so when using this action there will be a delay before the text is returned from OpenAI. For this reason, depending on limitations in your hosting environment, the action may time out while waiting for a reply. Consider lowering the value in the *Maximum length* field if you do run into any timeout issues (for more information about action settings, make sure to check out the [Knowledge Base article](https://automatorplugin.com/knowledge-base/open-ai/)). ### Action – Use a prompt to generate text with the GPT model To use the same language model used by the popular ChatGPT tool, the gpt-3.5-turbo models are available for reasonably fast, inexpensive, accurate and context-sensitive replies. The main difference between this and other models is its support for a “System message” field, which is a way to add context so GPT knows how to respond to the prompt. Perhaps the response should be in a certain language, the reply should be structured as a support rep for a specific company, etc. Here’s how this action is set up inside recipes: [![](https://automatorplugin.com/wp-content/uploads/2023/03/gpt-3.5-turbo-for-WordPress-1024x851.png)](https://automatorplugin.com/wp-content/uploads/2023/03/gpt-3.5-turbo-for-WordPress.png) ### Tips on User Experience OpenAI is a powerful tool, but responses can take a while (typically 5-30 seconds). In the [free version](https://wordpress.org/plugins/uncanny-automator/) of Uncanny Automator, actions in a recipe that come after OpenAI actions are blocked from running until we get a response from OpenAI. That way we can ensure that data from OpenAI is available to later actions before they run. For user activities that involve OpenAI, waiting for the response could make the site seem briefly unresponsive. If this is an issue for your users, consider adding a delay to the OpenAI and subsequent actions. This causes the action to be scheduled for execution in the background, and the user won’t need to wait for the action to complete. You can schedule the OpenAI action for 1-2 seconds after recipe completion, and any actions that rely on the OpenAI action for 45 seconds or longer to ensure the response is received by the time those actions run. ### Generate WordPress blog posts with AI Here’s a simple recipe that shows how you can use a form submission to generate new blog posts: ![](https://automatorplugin.com/wp-content/uploads/2023/02/create-blog-post-gpt-wordpress.png) Here’s how the recipe works: - The recipe uses a form submission trigger to start the automation. - The OpenAI action sends the text in the *Content Prompt* field of the form to the GPT processor of OpenAI. - This generates a *response* token with the AI-generated text that can be used in the subsequent *Create a post* action. ![](https://automatorplugin.com/wp-content/uploads/2023/02/create-blog-post-gpt-automation.png) Voilà! An easy way to generate new blog posts with a simple front-end interface! In addition to blog posts, the OpenAI integration can be used in recipes to generate: - Email content - Facebook, Twitter, LinkedIn content - Support responses - WhatsApp replies - Product descriptions - Forum replies - And much more! We’re excited to see what other uses our customers come up with for this next-generation integration. **Article Categories:** Special Actions --- ### [Uncanny Automator Custom User Fields Addon Changelog](https://automatorplugin.com/knowledge-base/uncanny-automator-custom-user-fields-addon-changelog/) **Published:** September 20, 2023 **Author:** Ken Young **Content:** ### 2.0.3 \[2026-10-21\] **Fixed:**- Bug fixes and improvements. --- ### 2.0.2 \[2024-11-26\] **Fixed:**- Fixed an issue where fields were not displayed on the settings page with Custom User Fields v2.0.1. --- ### 2.0.1 \[2024-11-26\] **Fixed:**- Missing Add-ons tab in settings in a rare situation. #50 - Resolved compatibility with Automator v6+ on new site installations. #51 - Notice added for Pro activation without a license key. #45 --- ### 2.0 \[2024-04-15\] **New Feature:**- Custom User Fields - Gutenberg Blocks #39 **Fix:**- Custom User Fields Tokens - Tokens appearing in Everyone recipe without "needs user data" tag #38 --- ### 1.1 \[2024-01-17\] **New Triggers:**- A user’s custom user field is updated #26 - A user’s custom user field is updated to a value #25 **New Action:**- Update the user’s custom user field to a value #24 --- ### 1.0.1 \[2023-10-31\] **Fixed:**- User Loops in Automator - Change the context of the user ID to the current iterated user #19 --- ### 1.0 \[2023-09-20\] - Initial release **Article Categories:** Custom User Fields Addon --- ### [X / Twitter](https://automatorplugin.com/knowledge-base/twitter/) **Published:** July 28, 2021 **Author:** Ryan Moore **Content:** With Uncanny Automator, you can publish tweets whenever there’s activity on your site. Automatically push new posts from your WordPress blog to your X / Twitter feed, or post links and photos when admins or even regular users perform specific actions on your website. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](/knowledge-base/what-are-credits/) to use with Twitter. If you have [Uncanny Automator Pro](https://automatorplugin.com/pricing/), simply activate your Pro license key to get unlimited usage of the Twitter integration. **Important**: Effective May 1, 2023, posting to Twitter using the Uncanny Automator app is limited to **5 tweets per license per day** and posting using your own Twitter app is limited to **100 tweets per license per day**. This is related to Twitter API pricing changes that went into effect on April 27, 2023. ## Connect X / Twitter Once you’ve connected your free account or activated your Pro license key, create or edit a recipe and click on the Twitter integration. [![Connect WordPress to Twitter](https://automatorplugin.com/wp-content/uploads/2021/07/Add-Twitter-Integration.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Add-Twitter-Integration.png) You should see a modal window appear with a link to connect your Twitter account to Uncanny Automator. [![Connect Twitter to WordPress](https://automatorplugin.com/wp-content/uploads/2021/07/Connect-Twitter-to-Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Connect-Twitter-to-Automator.png) Click *Connect account*, which opens the Twitter account settings page in a new window, then click *Connect an account*.[![](https://automatorplugin.com/wp-content/uploads/2021/07/Connect-a-Twitter-account.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Connect-a-Twitter-account.png) This launches into the process of connecting your Twitter account with Uncanny Automator, which is what enables Uncanny Automator to post twitters to your Twitter profile. Sign into your Twitter account and/or click **Authorize App**. After closing that window, your recipe page will reload and you can now add a Twitter action to your recipe: [![Post to Twitter with Automator](https://automatorplugin.com/wp-content/uploads/2021/07/Twitter-Action-selection.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Twitter-Action-selection.png) That’s it! You can now automatically post to Twitter, using any of the available tokens, and optionally include an image with your tweet. Maybe you want to notify your audience when new posts are published, users complete courses, someone submits a form or anything else you can think of! ## Use your own X / Twitter app By default, the 1-click Twitter connection supported by Automator connects your site with Twitter using the Uncanny Automator Twitter app. This connection method is extremely convenient and effective, it means a lower posting limit because of Twitter API costs. For heavier Twitter volume and rates that exceed our terms of use, we strongly encourage use of your own Twitter app credentials instead. To use your own app, just choose the “Custom app” option from the Automator > App integrations > X/Twitter page, like this: [![](https://automatorplugin.com/wp-content/uploads/2021/07/Custom-Twitter-app.png)](https://automatorplugin.com/wp-content/uploads/2021/07/Custom-Twitter-app.png) When creating the on the X/Twiter , make sure to create it as an API v1.1 app (you may need to create a v2 app first and then request elevated access to create a v1.1 app). A Twitter API v1.1 app is unfortunately required because Twitter still does not support media uploads for v2 of the API. Also make sure that the user authentication is set up with read/write access, as the default is read-only. See below for a screenshot of where to find the settings. [![Create a Twitter app](https://automatorplugin.com/wp-content/uploads/2021/07/Create-a-Twitter-app.jpg)](https://automatorplugin.com/wp-content/uploads/2021/07/Create-a-Twitter-app.jpg) Once on the authentication settings page, make sure to set things up as shown in the screenshot below. [![Twitter app permissions](https://automatorplugin.com/wp-content/uploads/2021/07/Tiwitter-app-permissions.jpg)](https://automatorplugin.com/wp-content/uploads/2021/07/Tiwitter-app-permissions.jpg) If an override is used, please note that the Connect and Disconnect buttons in Automator settings will not be functional. **Article Categories:** Special Actions --- ### [Run Now](https://automatorplugin.com/knowledge-base/run-now/) **Published:** September 25, 2023 **Author:** Ken Young **Content:** Introduced in Uncanny Automator Pro version 5.1, the **Run Now** integration allows you to run actions directly from the recipe edit page. Send bulk emails, create instant reports, update users and more. No triggers are needed, just click the **Run now** button to instantly run your actions. \[embedyt\] https://www.youtube.com/watch?v=QMSRRIj97U8\[/embedyt\] This is especially useful for running actions in bulk using [user loops](https://automatorplugin.com/knowledge-base/user-loops/). Want to bulk export a list of users in a particular LearnDash group, or send an email to customesr that have purchased a specific WooCommerce product? Add a loop to your recipe, then run it immediately with this trigger. ### Using the Run now trigger This trigger is available only in the [Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) recipe type (for a logged-in user recipe it would only run for the user that clicks the Run now button). Once you’ve added this trigger to your recipe, the **Run now** button appears in the recipe sidebar: ![](https://automatorplugin.com/wp-content/uploads/2023/09/run-recipe-automation-click-button-295x300.png) While a recipe is in progress, you won’t be able to edit it. This is to ensure the looping or scheduled actions aren’t inadvertently modified during execution, which may result in unpredictable behavior. You can view the progress of a recipe in the recipe log buy clicking the button in the modal dialog that appears: ![](https://automatorplugin.com/wp-content/uploads/2023/09/recipe-in-progress.png) **Article Categories:** Special Triggers --- ### [Zoho Campaigns](https://automatorplugin.com/knowledge-base/zoho-campaigns/) **Published:** September 12, 2023 **Author:** Anastasia **Content:** Uncanny Automator offers a user-friendly solution for automating workflows and enhancing user experiences on your WordPress site. Whether you’re a beginner or an experienced user, you can create [recipes](https://automatorplugin.com/knowledge-base/creating-a-recipe/) (automations), without any coding knowledge. These recipes enable actions to occur automatically when specific events take place. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you **250 free [app credits](https://automatorplugin.com/knowledge-base/what-are-credits/)** to use with apps like Zoho Campaigns. If you have [Uncanny Automator Pro](https://automatorplugin.com/pricing/), simply activate your Pro license key to get **unlimited** app credits. The integration between Uncanny Automator and Zoho Campaigns offers four essential actions for Zoho Campaigns users: - **Create a list**: Easily generate lists within Zoho Campaigns directly from your WordPress site. - **Move a contact to Do-Not-Mail**: Effortlessly manage contact preferences and comply with email marketing regulations by moving contacts to the Do-Not-Mail list. - **Subscribe a contact to a list**: Automate the process of subscribing contacts to specific lists based on their interactions, such as site activity, purchases, form submissions, and more. - **Unsubscribe a contact from a list**: Streamline list management by automatically unsubscribing contacts from specific lists, ensuring accurate targeting and minimizing spam complaints. ### Connecting a Zoho Campaigns account The first step is to connect your site to Zoho Campaigns using Uncanny Automator. On your site, navigate to **Automator > Settings > App Integrations**. Locate Zoho Campaigns in the list and click **Connect Zoho Campaigns account**. ![](https://automatorplugin.com/wp-content/uploads/2023/07/1-Settings-1024x856.png) If you’re not logged in, you will be asked to log in to Zoho Campaigns. Once you’re logged in, click **Accept** on the next screen to connect your account. ![](https://automatorplugin.com/wp-content/uploads/2023/07/SCR-20230718-u07-1024x825.png) ### Creating a recipe using Zoho Campaigns With Zoho Campaigns connected, you can now create your first recipe. Please refer to the Knowledge Base for more details on how to [create a recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/). In this example, we’ll be creating the recipe: when a user comments on a post, add the user’s email to a specific Zoho Campaigns list. Navigate to **Automator > Add New.** Depending on the trigger type you need, choose *Logged-in users* or *Everyone*. (For more details on Logged-in vs. Everyone recipes, check out [this article](https://automatorplugin.com/knowledge-base/anonymous-recipes/).) Click **Confirm***.* *![](https://automatorplugin.com/wp-content/uploads/2023/07/SCR-20230718-ui8-1024x791.png)* To add our trigger, click the *WordPress* icon and search for *A user submits a comment on a post.* ![](https://automatorplugin.com/wp-content/uploads/2023/07/SCR-20230718-uj6-1024x799.png) From the drop-down, choose an appropriate post type and post, then click Save. ![](https://automatorplugin.com/wp-content/uploads/2023/08/user-comments-on-a-post.png) Click **Add Action** and continue by choosing *Zoho Campaigns* from the available list of integrations. Search for the action *Subscribe a contact to a list* and select it to add it to your recipe*.* In the *List* drop-down, choose a the list the user will be added to when they comment on the selected post. In the *Email* field, let’s choose the *Commenter email* token. (Learn more about tokens in [Managing Tokens](https://automatorplugin.com/knowledge-base/managing-tokens/)). This ensures the email of the person that made the comment will be added to the selected Zoho Campaigns list. Click **Save**. ![](https://automatorplugin.com/wp-content/uploads/2023/08/send-commenters-email-to-zoho-campaigns.png) Now that our recipe has a trigger and an action, set the recipe status to live to activate it. That’s it! You now can add additional triggers (e.g. A user comments on a post AND fills out a form) or actions (Subscribe the user to a list AND send them an email) to your recipe, or create completely different recipes that help you manage your Zoho Campaigns from your WordPress site. **Article Categories:** Special Actions --- ### [Airtable](https://automatorplugin.com/knowledge-base/airtable/) **Published:** August 11, 2022 **Author:** Ryan Moore **Content:** [Airtable](https://automatorplugin.com/integration/airtable/) is a popular spreadsheet/database hybrid that makes it easy to build collaborative applications with little or no code. With a few simple steps, Automator automations can send data to Airtable spreadsheets and databases. ### Create an Automation To get started, make sure you have an [Airtable account](https://airtable.com/invite/r/gmc4Gkix). It’s free to get started and the free account is sufficient to connect WordPress to Airtable. There is unfortunately some complexity on the Airtable side to set it up to accept your data. Because of this, we recommend following this guidance provided by Airtable, as it will always have the most current instructions: . At a high level, the following is required: 1. Create an “Automation” in Airtable. This will show a unique webhook URL that you will use in the next section to pass data from Uncanny Automator. The page looks like this, with the webhook URL visible in step 1 on the right: [![Airtable webhook URL](https://automatorplugin.com/wp-content/uploads/2022/08/when_webhook_received_trigger_empty.jpeg)](https://automatorplugin.com/wp-content/uploads/2022/08/when_webhook_received_trigger_empty.jpeg) 2. Test the webhook. Use Automator to send a test to Airtable and confirm that it was successfully received. 3. Add an automation action. When data is received by Airtable, it needs to know what to do with it. By clicking **Add action** in the *Run actions* section, you can Create or Update a record. 4. Configure the *Properties* on the right side of the page so that the incoming webhook data is mapped to the correct Table and Fields in the *Configuration* section. ### Create an Automator Recipe Create your Automator recipe next: 1. Create your new Automator recipe and add **Airtable** as an action. Choose *Send data to Airtable webhook*. 2. Click the **webhook** box in the action to set the webhook parameters. 3. In the **URL** field, paste the URL you copied over from Airtable (from step 1 above). This goes in the top field in the screenshot below. [![Connect Airtable to WordPress](https://automatorplugin.com/wp-content/uploads/2022/08/Connect-Airtable-to-WordPress.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Connect-Airtable-to-WordPress.png) 4. We recommend leaving the Request method, Data format and Headers as the defaults. 5. If you want to pass data from WordPress to Airtable, enter match *Key* and *Value* fields in the **Body** section. Think of a Key as a label for the value. 1. Enter a text label in the Key field first. 2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the **\*** symbol to the right of the value. You’ll see drop-down lists for *common* tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user\_firstname}}”. Make sure that you do not make any changes to the token format. 6. If you want to preview your outgoing data, click *Check data format.* 7. To send test data to Airtable, click *Send test*. This sample tells Airtable the format of the data Automator will send and allow you to map Automator records on the Airtable side. 8. **Save** the action. Now switch the action from *Draft* to *Live.* Don’t forget to set your triggers and the recipe to live as well. ### Take everything live Once both the automation in Airtable and recipe in Automator are live, try triggering the recipe with a real example and confirm that the Airtable record is added or updated as expected. **Article Categories:** Special Actions --- ### [Installing Uncanny Automator](https://automatorplugin.com/knowledge-base/installing-uncanny-automator/) **Published:** April 28, 2022 **Author:** Ryan Moore **Content:** ## Install the free version The free version of Uncanny Automator is hosted in the [WordPress.org](https://wordpress.org/plugins/uncanny-automator/) repository, so installing it on your WordPress site couldn’t be easier. Sign into your website as an administrator, and in /wp-admin/, navigate to **Plugins > Add New**. In the search field, enter “Uncanny Automator”. See the image below for more context. In the *Search Results*, click the **Install Now** button for Automator. Once it finishes installing, click **Activate.** ![download-uncanny-automator](https://automatorplugin.com/wp-content/uploads/2022/04/download-uncanny-automator.jpeg) That’s it! Uncanny Automator is installed and ready for use. Please note that you must have the free version installed first to use Uncanny Automator Pro. ## The setup wizard After activation, you will be redirected to the Uncanny Automator dashboard. From here, you can connect an account, watch tutorials or read articles in our Knowledge Base. Connecting a free account is an **optional** step allows you to try out some of the App non-WordPress Automator integrations (like Slack, Google Sheets and Facebook) but it is not required to use anything else in the free version. [![](https://automatorplugin.com/wp-content/uploads/2022/04/‹_wordpress-764278-2597809_cloudwaysapps_com_—_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2022/04/‹_wordpress-764278-2597809_cloudwaysapps_com_—_WordPress.png) ## Install Uncanny Automator Pro [Uncanny Automator Pro](https://automatorplugin.com/pricing/) is a separate plugin from our free version, and to use Pro features, you must have both Uncanny Automator AND Uncanny Automator Pro installed and active. If you don’t yet have a copy of Automator Pro, you can purchase one from . Once purchased, you can download the latest version of Uncanny Automator Pro inside your account on our website at . To install the Pro version after downloading the zip file, navigate to **Plugins > Add New** in /wp-admin/. At the top of the page, click the **Upload Plugin** button. Click **Choose File** to select the Pro zip file, the **Install Now** and **Activate** the plugin. Once activated, be sure to visit **Automator > Settings** in /wp-admin/ to enter your license key. This unlocks access to automatic updates and unlimited use of non-WordPress integrations in your recipes. **Article Categories:** Getting Started --- ### [Incoming Webhook Triggers](https://automatorplugin.com/knowledge-base/webhook-triggers/) **Published:** December 2, 2019 **Author:** Ryan Moore **Content:** Uncanny Automator and [Uncanny Automator Pro](https://automatorplugin.com/pricing/) support both incoming webhooks and outgoing webhooks, giving your WordPress site a powerful tool for interfacing with external systems. To use webhook triggers, you’ll need to create a Recipe for Everyone, since a webhook is an anonymous incoming request that’s not triggered by a logged-in user. ### Receive data from a webhook There are different webhook triggers, but they all behave the same way. For this example, we’ll use the Webhooks > Receive data from a webhook trigger. [![Incoming webhook trigger](https://automatorplugin.com/wp-content/uploads/2019/12/Incoming-Webhook-Trigger.png)](https://automatorplugin.com/wp-content/uploads/2019/12/Incoming-Webhook-Trigger.png) The trigger provides a webhook **URL** for you to copy and paste into the software or service that will be sending the webhook to your WordPress site. Each webhook URL is specific to a recipe and will trigger the actions of that recipe. The data in a webhook is organized into *key/value* pairs. The *key* describes what the *value* is. Here’s an example of data you might receive from a webook, organized into key/value pairs: KeyValuefirst\_nameKenlast\_nameSmithemailken@automatorplugin.comusernamekensmithThis example data could represent a user you want to create (or update) on your WordPress website. If you know the keys your webhook will be sending, you can manually enter the webhook keys and value types: ![](https://automatorplugin.com/wp-content/uploads/2019/12/Automator_Incoming.jpg) Or, if the software or service you are using support sending a test webhook, you can use the “Get samples” button to automatically listen for an incoming webhook and set the keys automatically. If a webhook is received at the webhook URL within 60 seconds, you’ll see the following dialog that shows the data received: ![](https://automatorplugin.com/wp-content/uploads/2019/12/Incoming_data_received.jpg) **Important**: Collecting samples only works when the related trigger and recipe are in Draft status. Clicking *Use these fields* will add them to the trigger: ![](https://automatorplugin.com/wp-content/uploads/2019/12/Fields.jpg) To create this user, you would set the Recipe to create a new user using the data from the webhook, then perform any desired Actions on the user. You could also set the Recipe to select an existing user that matches that data, and perform the Actions on them instead. See [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) for more information. ### Receive nested data from a webhook All Incoming Webhook triggers accept multidimensional data. For this example, we’ll use the Automator > Receive data from a webhook trigger. ![](https://automatorplugin.com/wp-content/uploads/2019/12/Automator_Incoming.jpg) The trigger provides a webhook **URL** for you to copy and paste into the software or service that will be sending the webhook to your WordPress site. Each webhook **URL** is specific to a recipe and will trigger the actions of that recipe. The data in a webhook is organized into *key/value* pairs. The *key* describes what the *value* is. Your nested data keys will be joined together with a forward-slash / to identify parent/child pair. Here’s an example of data you might receive from a webook, organized into key/value pairs: KeyValueuser/id123user/first\_nameKenuser/last\_nameSmithuser/emailken@automatorplugin.comuser/usernamekensmithaddress/line1123 Main St.address/line2Unit 123address/cityTorontoaddress/provinceONaddress/countryCanadaThis example data could represent a user you want to create (or update) on your WordPress website. If you know the keys your webhook will be sending, you can manually enter the webhook keys and value types. Or, if the software or service you are using support sending a test webhook, you can use the “Get samples” button to automatically listen for an incoming webhook and set the keys automatically. If a webhook is received at the webhook URL within 60 seconds, you’ll see the following dialog that shows the data received: ![](https://automatorplugin.com/wp-content/uploads/2019/12/Nested_incoming_data.jpg) Sample JSON data received by Automator Pro trigger: ``` { "user": { "id": "123", "first_name": "Ken", "last_name": "Smith", "email": "ken@automatorplugin.com", "username": "kensmit", "phone": "123-456-7890" }, "address": { "line1": "123 Main St.", "line2": "Unit 123", "city": "Toronto", "province": "ON", "country": "Canada" } } ``` Clicking *Use these fields* will add them to the trigger: ![](https://automatorplugin.com/wp-content/uploads/2019/12/Nested_Fields.jpg) To create this user, you would set the Recipe to create a new user using the data from the webhook, then perform any desired Actions on the user. You could also set the Recipe to select an existing user that matches that data, and perform the Actions on them instead. See [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) for more information. ### Incoming Data formats ![](https://automatorplugin.com/wp-content/uploads/2019/12/Data_formats.jpg) Automator Pro’s Incoming webhook triggers now accept multiple data formats for incoming data including any n-level deep nested data. By default, the **Data format** in your incoming trigger is set to *Auto* which automatically identifies *x-www-form-urlencoded*, *JSON*, and *XML* formats. If the “Get sample” timer runs out without identifying the sample data (and you are sure that sample data is sent from your end), change your **Data format** to match the format that your software or service sending the data in and try “Get sample” again. ### Security headers Custom security headers may be included in the incoming webhook trigger, but one important note is how WordPress can change dashes to underscores. As an example, trying to use “x-api-key” may require using “x\_api\_key” instead. **Article Categories:** Webhooks --- ### [LinkedIn Pages](https://automatorplugin.com/knowledge-base/linkedin-pages/) **Published:** August 11, 2022 **Author:** Ryan Moore **Content:** Uncanny Automator can publish new posts to your LinkedIn page based on almost any activity and with any content on your WordPress site. Automatically publish new blog posts to LinkedIn, congratulations messages for users that earn achievements, even share new products and courses when they go live. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [credits](/knowledge-base/what-are-credits/) to use with LinkedIn. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the LinkedIn integration. Once you’ve connected your free account or activated your Pro license key, create or edit a recipe and click on the LinkedIn Pages integration. ### Connect your LinkedIn account Connecting an account is as easy as opening the *Actions* section of your recipe and choosing the LinkedIn integration. See below. This will open a modal to connect your account. [![Connect LinkedIn to WordPress](https://automatorplugin.com/wp-content/uploads/2022/08/Uncanny-Owl-Screenshot-08-10-at-15.59.27@2x.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Uncanny-Owl-Screenshot-08-10-at-15.59.27@2x.png) In the *Connect integration* window that appears, click the **Connect account** link. After signing in (if required), click **Allow** on the LinkedIn permissions page to let Automator post on your behalf to your LinkedIn page. [![Connect WordPress to LinkedIn](https://automatorplugin.com/wp-content/uploads/2022/08/Connect_WordPress_to_LinkedIn.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Connect_WordPress_to_LinkedIn.png) That’s it! The account is now connected and Automator can create new posts from recipes. ### Publish a post Once the LinkedIn account is connected, publishing a post to linked in just requires choosing the **Publish a post to a LinkedIn page** action in the *LinkedIn* integration. The action looks like this: [![Publish a post to LinkedIn](https://automatorplugin.com/wp-content/uploads/2022/08/Publish_a_post_to_LinkedIn.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Publish_a_post_to_LinkedIn.png) Choose the LinkedIn page to publish to and enter the contents of the post in the *Message* field. Tokens can be included in the Message area. Don’t forget to change the action status from **Draft** to **Live**, then the recipe can start posting to LinkedIn. **Important**: LinkedIn posts are limited to 3,000 characters. Please ensure that whatever Automator is sending to LinkedIn includes fewer than 3,000 characters. **Article Categories:** Special Actions --- ### [Working with Redirects](https://automatorplugin.com/knowledge-base/working-with-redirects/) **Published:** September 27, 2018 **Author:** Ryan Moore **Content:** At the completion of a recipe, you can choose to have users immediately redirect to a specific URL. This will happen automatically when Automator determines that a recipe is complete and all *non-scheduled* actions have been performed. (It is not possible to run redirects after scheduled actions, as users might not even be logged in when they run.) Including a redirect not a required step and may interrupt what users are doing, so use this option very sparingly. Also make sure that if several recipes could complete at the same time, don’t have more than one set to perform a redirect. Multiple redirects in different recipes executing at the same time will have unpredictable results. [![Recipe Redirect](https://automatorplugin.com/wp-content/uploads/2018/09/receipt_redirect.png)](https://automatorplugin.com/wp-content/uploads/2018/09/receipt_redirect.png) To set up a redirect: 1. Click the **Redirect when recipe is completed** checkbox below your actions. 2. Click the **a link** text to set a URL. 3. Enter a URL in the *Redirect URL* field and save your changes. That’s it! Please note, however, that redirects *will not* work for all recipes. **My redirect doesn’t work!** There are unfortunately some situations where Automator unfortunately cannot trigger redirects on behalf of users. Redirects will, for example, fail when recipe completions are triggered by Ajax calls and javascript functions. We cannot, unfortunately, trigger a redirect on LearnDash quiz completion or capturing an xAPI verb for this reason. Redirects will also run immediately after instant actions; they cannot be run after scheduled or delayed actions. **Article Categories:** Getting Started --- ### [Slack](https://automatorplugin.com/knowledge-base/slack/) **Published:** February 24, 2021 **Author:** Ken Young **Content:** With the Uncanny Automator Slack integration, you can send messages to your Slack channels or individual Slack users based on actions users are taking on your WordPress site. Celebrate with your team when users make purchases, get Slack notifications when manual actions are required or let your sales team know when someone is thinking of cancelling their subscription – all without a third-party solution like Zapier or per-transaction-fees. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](https://automatorplugin.com/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](https://automatorplugin.com/knowledge-base/what-are-credits/) to use with Slack. If you have Uncanny Automator Pro, simply activate your Pro license key to get unlimited usage of the Slack integration. ### Connect your site to Slack Once you’ve connected your free account or activated your Pro license key, visit the create or edit recipe page and click the **Slack** integration in the *Actions* section. [![Activate Slack for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2021/02/Activate-Slack-for-Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/02/Activate-Slack-for-Automator.png) You should see a modal window appear with a link to connect your Slack account to Uncanny Automator. [![](https://automatorplugin.com/wp-content/uploads/2021/02/Connect-Slack-to-Uncanny-Automator.png)](https://automatorplugin.com/wp-content/uploads/2021/02/Connect-Slack-to-Uncanny-Automator.png) Once that’s done, proceed with these steps: 1. Click **Connect account**. 2. Enter a “Bot name” and “Bot icon” URL. These are what users will see when your WordPress site sends a message in Slack. [![Connect a Slack account](https://automatorplugin.com/wp-content/uploads/2021/02/Connect-a-Slack-Account.png)](https://automatorplugin.com/wp-content/uploads/2021/02/Connect-a-Slack-Account.png) 3. Click **Connect an Account.** 4. Log into Slack. 5. You’ll see a screen asking you to authorize Uncanny Automator to access your account: [![](https://automatorplugin.com/wp-content/uploads/2021/02/slack-wordpress-connector.png)](https://automatorplugin.com/wp-content/uploads/2021/02/slack-wordpress-connector.png) 6. Click **Allow**. ### Add the Uncanny Automator bot to your Slack Channel Before you can receive updates from Uncanny Automator in your Slack Channels, you’ll need to add the Uncanny Automator bot to the channels that you want to receive updates in. To do this, follow these steps in Slack: 1. Go to Apps > Uncanny Automator. 2. Click the info icon. 3. Click *More* > *Add this app to a channel…* 4. Select the channel(s) to add the bot to. ![](https://automatorplugin.com/wp-content/uploads/2021/02/wordpress-to-slack-1.png) ### Add Slack actions to your recipes You are now ready to automate actions with Uncanny Automator and Slack! Go ahead and explore the options available for sending messages to your public and private channels and direct messages to users. You can even create channels on the fly. To add a Slack action to your recipe: 1. Go to **Uncanny Automator > Add new** 2. Select your [recipe type](https://automatorplugin.com/knowledge-base/creating-a-recipe/#Recipe_types). 3. In the *Triggers* section, choose the triggers that will cause the Slack action to run. 4. In the *Actions* section, click **Add action**. 5. Click **Slack**. 6. Choose the action you want and configure its options. [![Slack integration with WordPress](https://automatorplugin.com/wp-content/uploads/2021/02/Slack_integration_with_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2021/02/Slack_integration_with_WordPress.png) That’s it! Sit back and relax as you receive updates for you WordPress site in Slack in real-time. **Article Categories:** Special Actions --- ### [User meta tokens](https://automatorplugin.com/knowledge-base/user-meta-tokens/) **Published:** February 10, 2021 **Author:** Ken Young **Content:** ### Overview Sometimes you may want to use some specific user data in an action that’s not readily available via the tokens in the recipe’s triggers. Here are a few example scenarios: - When a user submits a form, include some of their profile information in a webhook sent to an external system (or Zapier, or Google Sheets) along with the form data. - When a user completes a course, send an email to that user’s manager, whose email address is stored in a custom user metadata key *manager\_email*. - When a user purchases a product (in WooCommerce, Easy Digital Downloads, etc.) generate and email certificate that contains their personal information stored in user meta. ### User meta data User meta data is stored in key-value pairs. When you want to find user meta data, you look up the value by specifying the corresponding key. For example, if *first\_name* is a key, the corresponding value could be *Ken*. When using user meta data in Automator actions, you’ll specify the key and Automator will retrieve the corresponding value. ### Using user meta data in actions To use user meta data in actions, you’ll need to insert a *User meta key* token. You can find the User meta key token in the tokens menu: [![](https://automatorplugin.com/wp-content/uploads/2021/02/usermeta-token.png)](https://automatorplugin.com/wp-content/uploads/2021/02/usermeta-token.png) This token is different from other tokens because after it is inserted, you need to specify the user meta key that you want to use the value of. When you insert the token, you’ll see this popup: ![](https://automatorplugin.com/wp-content/uploads/2021/02/get-user-meta-key-no-code.png) You’ll need to specify the user meta key that you want to retrieve the corresponding value of. So, to retrieve the value of the *manager\_email* key from the example above, you would enter manager\_email in the User meta key field, then click *Add token*. This will output the value associated with the user meta key *manager\_email*. ![](https://automatorplugin.com/wp-content/uploads/2021/02/send-email-user-meta.png) The user meta key is a really powerful token that lets you retrieve any custom user meta data for use in your recipes. We’re working on making it even easier to use user meta data in Automator actions. Stay tuned! **Article Categories:** Special Tokens --- ### [Drip](https://automatorplugin.com/knowledge-base/drip/) **Published:** January 18, 2023 **Author:** Ryan Moore **Content:** Uncanny Automator makes it easy to connect your WordPress site to Drip, a popular CRM and marketing automation platform. Drip support is available in the free version of Uncanny Automator, but it does use our [app credit system](https://automatorplugin.com/knowledge-base/what-are-credits/) to process actions. Connecting to Drip simply requires authorizes Uncanny Automator to connect to your drip account. The following steps are required: 1. On the **Automator > Settings > App Integrations** list in /wp-admin/, choose the **Drip** integration. (From inside a recipe, it’s also possible to click the Drip integration that shows as not connected.) [![Connect WordPress to Drip](https://automatorplugin.com/wp-content/uploads/2023/01/Connect-WordPress-to-Drip-1024x639.png)](https://automatorplugin.com/wp-content/uploads/2023/01/Connect-WordPress-to-Drip.png) 2. Click the **Connect Drip account** button at the bottom of the page. This will open up drip *in the same window/tab*. You will be returned to your site later. 3. If you are not signed in, log into your Drip account now. 4. If you are signed in, you will see an authorization page to grant access to Ucanny Automator. Choose the associated application and click the **Authorize** button. 5. When you are returned to your website, your Drip integration will show as connected. **Article Categories:** Special Actions --- ### [Help Scout](https://automatorplugin.com/knowledge-base/helpscout-triggers/) **Published:** December 8, 2022 **Author:** Ryan Moore **Content:** Help Scout is a popular help desk, live chat and knowledge sharing platform. By connecting it to WordPress, you can create new conversations, have conversations send notifications (like in Slack and WhatsApp) and more. ### Connect WordPress to Help Scout The first step in connected Help Scout to Uncanny Automator is to authorize the Automator Help Scout app to use your account. To connect your account, perform the following: 1. On your WordPress site, navigate to **Automator > Settings > App integrations > Help Scout** in /wp-admin/. 2. Click the **Connect Help Scout account** button. 3. In the Help Scout page asking for permission to access your account, click **Authorize**. Help Scout will redirect you to the Automator settings page. Uncanny Automator is now connect to Help Scout and Help Scout actions can now be included in recipes. ### Send Help Scout triggers to WordPress To also allow support for Help Scout triggers, Help Scout needs to be set up to send data to Automator when activities are performed in Help Scout. This requires taking some data from Automator and pasting it into Help Scout. To connect Help Scout to WordPress: 1. On the Help Scout settings page in Uncanny Automator, toggle the switch to **Enable triggers**. You will no see values for a *Secret key* and *Callback URL*. [![Help Scout settings](https://automatorplugin.com/wp-content/uploads/2022/12/Help-Scout-settings-1024x508.png)](https://automatorplugin.com/wp-content/uploads/2022/12/Help-Scout-settings.png) 2. Open your account in Help Scout and navigate to **Manage > Apps**. 3. Search for *Webhooks* and select it. 4. Click on the **Install App** button to create start setting it up. 5. In the *Webhooks* > *Settings* panel that appears, paste in the Secret Key and Callback URL from the Automator site that you exposed in step 1 above. 6. Set the Webhooks app to **Active**, choose the events associated with triggers you plan to use, and then choose the Mailboxes that will pass data to Automator. Your settings should look something like this: [![Help Scout webhook settings](https://automatorplugin.com/wp-content/uploads/2022/12/Help-Scout-webhook-settings.png)](https://automatorplugin.com/wp-content/uploads/2022/12/Help-Scout-webhook-settings.png) 7. Once everything is set up, click **Save** to commit the changes. **Tip**: Use the “New Webhook” link at the bottom of the screenshot if you need to use additional webhooks. If you use Automator on multiple sites connected to a single Help Scout account, this setting will be important. Once saved, Help Scout triggers will be available in your Uncanny Automator recipes. **Article Categories:** Special Triggers --- ### [Mailchimp](https://automatorplugin.com/knowledge-base/mailchimp-wordpress-triggers/) **Published:** May 10, 2022 **Author:** Ken Young **Content:** [Mailchimp](https://automatorplugin.com/integration/mailchimp/) is an unusual integration in that for actions you [connect to it with the Automator app](https://automatorplugin.com/knowledge-base/mailchimp/), but to use triggers, Mailchimp must also be configured to send data via webhooks to Automator. This means that to use Mailchimp actions *and* triggers, you must configure 2 different systems. The process described in this article is only required if you want to use Mailchimp triggers in your recipes. ## Connect a Mailchimp account The first step for setting up Mailchimp triggers is connecting a Mailchimp account, which you can do from the **Automator** menu in /wp-admin/ under **Settings > App integrations > Mailchimp**, or you can follow the instructions in the [Mailchimp actions Knowledge Base article](https://automatorplugin.com/knowledge-base/mailchimp/). Make sure that you grant *all* permissions to the app during when it’s connected. Next it’s time to enable triggers in the Mailchimp settings. Click the switch to **Enable triggers**; refer to the screenshot below. [![Facebook Trigger Settings](https://automatorplugin.com/wp-content/uploads/2022/04/Facebook_Trigger_Settings.png)](https://automatorplugin.com/wp-content/uploads/2022/04/Facebook_Trigger_Settings.png) ## Set up webhooks Now that you’ve connected an account and enabled Mailchimp triggers, so your settings look like the image above, it’s time to set the webhooks up on the Mailchimp side. To set this up: 1. Sign in to Mailchimp. 2. Navigate to the Audience Dashboard. In the *Manage Audience* drop-down, click **Settings.** 3. In the Audience settings page, click **Webhooks**. 4. Refer to and follow the steps in the *Create a new webhook* section to set up the webhook on Mailchimp side. In the Callback URL field, paste in the Webhook URL provided on your site based on the screenshot above. 5. Leave other settings for the webhook in Mailchimp checked (so send updates for all types of updates). Save the updates in Mailchimp You can now test Mailchimp recipes by creating a new recipe in Uncanny Automator. Select Mailchimp as the integration in the Triggers section, then choose the desired action (for testing purposes, the Send an email action typically works well to review token data and validate the recipe). Apply a related update on the Mailchimp side that should trigger the recipe and confirm in the Recipe Log that everything worked as expected. **Important**: Sometimes Mailchimp doesn’t send events to your website right away. In some cases, Mailchimp takes several *minutes* or longer to pass data via webhooks. Before assuming something is broken, wait for several minutes first. **Article Categories:** Special Triggers --- ### [MailerLite](https://automatorplugin.com/knowledge-base/mailerlite/) **Published:** December 8, 2022 **Author:** Ryan Moore **Content:** MailerLite is an email marketing tool and website builder that focuses on simplicity. By connecting it to Uncanny Automator, your WordPress activity can apply changes to groups and subscribers in MailerLite automatically. ### Connect MailerLite to WordPress Connecting your MailerLite account to WordPress via Uncanny Automator requires that you first set up a MailerLite account. Once set up, Automator requires an API key to make requests in MailerLite on your behalf. Please note too that MailerLite has several versions. If the steps below don’t reflect what you see in your account, refer to for other MailerLite versions. MailerLite Classic *is not supported* as it was officially retired in March, 2022. A migration guide is available [here](https://www.mailerlite.com/help/migration). To add an API key to Automator: 1. Sign into your MailerLite account. 2. From your dashboard, click the **Integrations** menu entry on the left. [![MailerLite Integrations](https://automatorplugin.com/wp-content/uploads/2022/12/MailerLite-integrations-1024x517.png)](https://automatorplugin.com/wp-content/uploads/2022/12/MailerLite-integrations.png) 3. In the list of integrations, click the **Use** button for the *API* integration. 4. Click the **Generate new token** button to create an API key. [![Generate MailerLite API key](https://automatorplugin.com/wp-content/uploads/2022/12/Generate-MailerLite-API-key.png)](https://automatorplugin.com/wp-content/uploads/2022/12/Generate-MailerLite-API-key.png) 5. Name your token (something like “Uncanny Automator” is fine), agree to the terms and click the **Create token** button. 6. Copy the token to your clipboard. This is the API key that we’ll use in Automator. 7. On your WordPress site, navigate to **Automator > Settings > App integrations > MailerLite** in /wp-admin/. 8. Paste the API key you copied in step 6 into the *API token* field in the Automator settings. 9. Click the **Connect MailerLite account** button. That’s it! MailerLite can now be included in your Automator recipes. **Article Categories:** Special Actions --- ### [ActiveCampaign](https://automatorplugin.com/knowledge-base/activecampaign/) **Published:** September 30, 2021 **Author:** Ken Young **Content:** With Uncanny Automator, connecting your WordPress site to ActiveCampaign has never been easier. Automatically push contact form submissions to ActiveCampaign, add users to lists and tag users when they perform actions on your site. If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](/knowledge-base/what-are-credits/) to use with ActiveCampaign. If you have [Uncanny Automator Pro](https://automatorplugin.com/pricing/), simply activate your Pro license key to get unlimited app credits. Once you’ve connected your free account or activated your Pro license key, return to the recipe page and click on the ActiveCampaign icon. ![](https://automatorplugin.com/wp-content/uploads/2021/09/connect-activecampaign-to-wordpress.png) You should see a dialog appear with a link to connect your ActiveCampaign account to Uncanny Automator. ![](https://automatorplugin.com/wp-content/uploads/2021/09/wordpress-to-activecampaign.png) Click *Connect account*, which opens the ActiveCampaign settings page in a new window. You’ll need to [find your API URL and API Key in ActiveCampaign](https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API#how-to-obtain-your-activecampaign-api-url-and-key) and enter them into the associated fields. Then click *Save settings*. ![](https://automatorplugin.com/wp-content/uploads/2021/09/enter-activecampaign-api-key-wordpress.png) After closing that window, your recipe page will reload and you can now add the desired ActiveCampaign action to your recipe: ![](https://automatorplugin.com/wp-content/uploads/2021/09/activecampaign-send-contact-tag-wordpress.png) That’s it! You can now automatically send new contacts to your ActiveCampaign account, tags contacts and users or add people to lists based on actions they take on your site. **Note**: Contacts need to be added to ActiveCampaign before adding tags or adding them to lists. If you’re not sure whether contacts will already be in ActiveCampaign when the recipe runs, always use the action *Add a contact to ActiveCampaign* before adding tags or adding them to lists. **Article Categories:** Special Actions --- ### [HubSpot](https://automatorplugin.com/knowledge-base/hubspot/) **Published:** October 20, 2021 **Author:** Ken Young **Content:** With Uncanny Automator, you can connect your WordPress site to [HubSpot](https://automatorplugin.com/share/hubspot/) in just a few clicks. Automatically push contact form submissions to [HubSpot](https://automatorplugin.com/share/hubspot/) and add users to and remove users from lists when they perform actions on your site. It’s like having **tags in [HubSpot](https://automatorplugin.com/share/hubspot/)**! If you have the [free version of Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/), you’ll first need to [connect your site with a free Uncanny Automator account](/knowledge-base/connecting-your-site-with-a-free-uncanny-automator-account/), which will give you 250 free [app credits](/knowledge-base/what-are-credits/) to use with Hubspot. If you have [Uncanny Automator Pro](https://automatorplugin.com/pricing/), simply activate your Pro license key to get unlimited app credits. Once you’ve connected your free account or activated your Pro license key, return to the recipe page and click on the HubSpot icon. ![](https://automatorplugin.com/wp-content/uploads/2021/10/hubspot-to-wordpress-1.png) You should see a dialog appear with a link to connect your HubSpot account to Uncanny Automator. ![](https://automatorplugin.com/wp-content/uploads/2021/10/connect-wordpress-to-hubspot.png) Click *Connect account*, which opens the HubSpot settings page in a new window. Click **Connect an account**. You’ll be prompted to connect your HubSpot account to Uncanny Automator. *For the initial release in Automator 3.3, Hubspot will warn users that the app is not approved by Hubspot. This warning will be removed shortly and we will remove this reference when approval is complete.* ![](https://automatorplugin.com/wp-content/uploads/2021/10/hubspot-account-permissions-wordpress.png) After closing that window, your recipe page will reload and you can now add the desired Hubspot action to your recipe: ![](https://automatorplugin.com/wp-content/uploads/2021/10/hubspot-lists-as-tags-wordpress.png) That’s it! You can now automatically send new contacts to your [HubSpot](https://automatorplugin.com/share/hubspot/) account and add contacts to lists to track their activity or segment them based on actions they take on your site.. **Note**: Contacts need to be added to HubSpot before adding them to lists. If you’re not sure whether contacts will already be in HubSpot when the recipe runs, always use the action *Add a user/contact to HubSpot* before adding them to lists. **Article Categories:** Special Actions --- ### [Google Calendar](https://automatorplugin.com/knowledge-base/google-calendar/) **Published:** June 8, 2022 **Author:** Ken Young **Content:** ### Connect a Google Account To get started with Google Calendar, connect Automator to your Google account: 1. 1. Visit **Automator > Settings** in /wp-admin/ on your website. 2. In the **Google Calendar** tab, click **Connect Google account**. 3. In the list of required permissions, make sure **everything** is checked off. Sometimes the last 2 checkboxes are unchecked by default. [![](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-automator-permissions.png)](https://automatorplugin.com/wp-content/uploads/2022/06/google-calendar-automator-permissions.png) 4. Click **Allow** to let Automator access your Google Calendars. Once this is done, a success message will be displayed on your website and the Google Calendar actions will be available. Once set up, Automator can be used to add new events to a Google Calendar and/or add/remove attendees from existing events. **Note: Only calendars that you have read/write access to will be available for use by Uncanny Automator.** ### Add an event to a Google Calendar from WordPress To configure the *Add an event to a Google Calendar* action: 1. Choose the **Google Calendar** integration in the *Actions list*.![](https://automatorplugin.com/wp-content/uploads/2022/06/connect-google-calendar-wordpress.png) 2. Choose the *Add an event to a Google Calendar* action. 3. Select the calendar you would like the event added to. 4. Fill out the required fields: *Title, Start date and End date.* 5. If desired, fill out the optional fields: *Location, Description, Start time, End time, Attendees*, and *Notification* settings. 6. Save your updates and make sure the triggers, actions and recipe are all live.[![](https://automatorplugin.com/wp-content/uploads/2022/06/add-event-google-calendar-wordpress-673x1024.png)](https://automatorplugin.com/wp-content/uploads/2022/06/add-event-google-calendar-wordpress.png) ### Add an attendee to or remove an attendee from an event in a Google Calendar These actions enables you to add an attendee to or remove an attendee from an existing Google Calendar event. 1. Choose the **Google Calendar** integration in the *Actions list*. 2. Choose the desired Google Calendar action. 3. Select the calendar that contains the desired event. The Event dropdown is automatically populated. 4. Select the desired event. 5. Enter the email address of the attendee. ![](https://automatorplugin.com/wp-content/uploads/2022/06/add-attendee-google-calendar-event-wordpress.png) ### **Tips and Troubleshooting** - Attendees will be sent email notifications from Google Calendar. - Due to limitations in the Google API, the Google account of the connected user will always be the organizer of any events created by Uncanny Automator. - To create an all-day event, simply leave the *Start time* and *End time* fields blank. - The Add/Remove attendees actions accept a single attendee per action. To add or remove multiple attendees in a single recipe, use multiple actions. - You can change your connected Google account from the Automator Settings page, but you can only have one connected account at a time. Be very careful changing the account; it may break existing recipes. - If you are connected to Google but values in the recipe drop-down lists aren’t loading, it’s likely a permissions issue. Try disconnecting and reconnecting your account and make sure ALL checkboxes are checked; sometimes the 2 at the bottom of the permissions page are not. - If you decide to change your permissions or want to review what Uncanny Automator is allowed to do, please refer to this Google Support article: **Article Categories:** Special Actions --- ### [Creating a Recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) **Published:** June 23, 2018 **Author:** Ryan Moore **Content:** A recipe is the basic building block of the Uncanny Automator WordPress plugin. ## Recipe types There are two types of recipes: - **Logged-in Recipes**: These are typically triggered directly by logged-in users. For example, a recipe may include a *User completes a course* trigger, which then fires an *Enroll user in a course* action. - [**Recipes for Everyone**](https://automatorplugin.com/knowledge-base/anonymous-recipes/): Introduced in Uncanny Automator Pro version 3.1 (and previously known as “Anonymous” recipes), these recipes can be run by logged in and logged out users. In some cases they may require user data, in which case Automator will prompt you to set up user creation or map to existing users, but some recipes for everyone can be run independently of user data. Logged-in Recipes are available to all plugin users, while *most* triggers that support recipes for everyone are only available in the Pro version. ## Recipe parts Every recipe has 2 main parts: *triggers* and *actions*. A *trigger* is what happens first to tell the site to run an *action*. A recipe effectively tells your WordPress site, “if *this* happens then do *that*“. Triggers are the “this” in that example; actions are “that”. There can be a bit more to it, of course. Sometimes triggers and actions have conditions, like if a page must be viewed 3 times, or a quiz must be passed with a score of 80% or higher, the number of views and the score are conditions for the associated triggers. Some triggers and actions can have even more settings, like when you want to send an email. In that example, the email needs a recipient, subject, body, and maybe those fields will include some variables. Finally, on completion of a recipe you may want to redirect the user to a new URL. That’s another element of a recipe that can be optionally included. ## Watch a video demo ## Create your first recipe ![](https://automatorplugin.com/wp-content/uploads/2018/06/Create_a_New_WordPress_Recipe.png)Creating your first recipe with Uncanny Automator is easy. We’ll create a Logged-in recipe to start, as this is the simplest type of recipe. After installing the plugin, navigate to **Uncanny Automator > New Recipe** as an administrator in /wp-admin/. This starts the process of creating a new recipe. In the recipe type selector (more on these later), choose *Logged-in* and click Confirm. There are 3 main sections on a recipe pages, and all are required: a recipe title, triggers, and actions. Each recipe must have at least one trigger (and can only have one if you use the free version) and at least one action. [![Parts of a WordPress Recipe](https://automatorplugin.com/wp-content/uploads/2018/06/Parts_of_a_WordPress_Recipe.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Parts_of_a_WordPress_Recipe.png) After adding triggers and actions there’s one last step. You need to turn them on! Every trigger, every action and the overall recipe have Live and Draft switches. For recipes to work properly you must have the associated triggers, actions and the recipe itself set to Live. The default state when you add new elements is Draft. This allows you to set up your recipes completely before they’ll start to get completed. Only set the switches to Live when you want users to start completing them. Remember too that a recipe will still run if some elements (like a second trigger or action) are set to draft if the recipe itself is live. It just means that those triggers or actions will get skipped. Be very careful about leaving things in a draft state. Also remember that each recipe needs a title, at least one trigger and at least one action. If your recipe is missing any of those then you cannot make it live. ### Recipe types In the sample recipe above, we chose “Logged-in users”, but there is also another recipe type: “Everyone”. [![Logged-in vs. Everyone recipes](https://automatorplugin.com/wp-content/uploads/2018/06/Logged-in-vs.-Everyone-recipe-types.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Logged-in-vs.-Everyone-recipe-types.png) Think of “Logged-in” recipes as automations that always involve a WordPress account and that are tied to a user, like a user updating their profile, publishing a blog post or completing a course. These types of things can only be done by a user and are linked to user data. “Everyone” recipes, on the other hand, may or may not be linked to a user account. Sometimes they might not even be triggered by a user at all, like receiving data from another site via incoming webhook data. Some additional examples might help to clarify the differences. Suppose someone buys a product in WooCommerce. If guest checkout is disabled and the purchase is for an elearning course on your website, so an account is created for the user to access their course, that’s an example of a “Logged-in” recipe. But if guest checkout is allowed and perhaps the product purchase is a physical product, which doesn’t require a WordPress account, that’s an “Everyone” recipe, since or may or may not be tied to a user account. And if an “Everyone” recipe needs user data because actions are performed on users, Uncanny Automator will automatically prompt you to map data from the trigger(s) to a WordPress user. More information about Everyone recipe types is also available [here](https://automatorplugin.com/knowledge-base/anonymous-recipes/). Keep in mind too that Everyone recipes can only have 1 trigger (since it’s not tracked against a user), whereas Logged-in recipes can have as many triggers as you want. If you’re still not sure what type of recipe you need, check the Integration page for your integration triggers from [here](https://automatorplugin.com/integrations/). For each trigger, we specifically list whether it can be used in a Logged-in recipe type or an Everyone recipe type. So find the trigger you need, and it will tell you the recipe type to use! ### Notes about triggers Only “Logged-in” recipes can support having more than one trigger in a single recipe. If you do add multiple triggers to a recipe, you will see an option to run the recipe when ANY or ALL triggers are completed. If you want actions to run once any trigger has been completed, choose “any”. If a user must completed all triggers to run the actions, choose “All”. [![Any or All triggers for a recipe](https://automatorplugin.com/wp-content/uploads/2018/06/Any-or-All-triggers-for-a-recipe.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Any-or-All-triggers-for-a-recipe.png) Triggers do not have to be completed in order and are not listed in order. ### Notes about actions A recipe may have one or many actions. Actions do not necessarily run in order *unless* a delay or schedule has been assigned to an action. Automator Pro users have access to many additional features for their actions, like [delays/schedules](https://automatorplugin.com/knowledge-base/scheduled-actions/) and [conditions](https://automatorplugin.com/knowledge-base/action-filters-conditions/). When these are added, it will change the layout of the action area and it does allow grouping of actions for conditions. In this situation, you can drag and drop actions to control groupings and ordering to make sure recipes run exactly as expected. ## Additional settings Before taking a recipe live, there are a few extra settings available, including how many times a recipe should run per user and how many total times it will run. [![Automator recipe settings](https://automatorplugin.com/wp-content/uploads/2018/06/Edit_recipe_‹_Automator_recipes_—_WordPress.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Edit_recipe_‹_Automator_recipes_—_WordPress.png) By default, all recipes run an Unlimited times per user. What that means is that the actions will run every time a user completes the triggers. So if the trigger is that a user buys a product, every time the user buys a product the actions will run. If the recipe should only run once or a certain number of times per user, click the **Edit** button to change the value. Please note that “recipes for everyone” may not have a Times per user option, since recipes aren’t necessarily mapped to a user. The *Total Times* option controls how many times the recipe can run globally before it will no longer fire. Perhaps you want to run a promotion where only the first 50 buyers of a product get a bonus, like a course enrollment; this type of situation is where the Total Times option is useful. Uncanny Automator 3.0 and later also includes an option to duplicate recipes. Click the button in this section to clone a recipe, open it automatically, and have it prepopulated with the details from the original recipe. Don’t forget to make everything live if you want to continue using it! The final elements in the section, which allow setting recipe tags and categories, are very useful for organizing recipes in the recipe list. By adding categories you can more easily see which recipes are related (we ourselves typically add categories for each integration included in a recipe so that we can more easily filter by integration in the recipe list). Now that you’re familiar with the basics, learn more about [triggers](https://automatorplugin.com/knowledge-base/managing-triggers/), [actions](https://automatorplugin.com/knowledge-base/managing-actions/), or how to use [Recipes for everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/). **Article Categories:** Getting Started --- ### [Action filters / conditions](https://automatorplugin.com/knowledge-base/action-filters-conditions/) **Published:** December 21, 2021 **Author:** Ken Young **Content:** **This feature requires Uncanny Automator Pro 3.5 or higher. Integration-specific conditions require Automator Pro 4.0 or higher.** Action conditions make it possible to run actions only if specific criteria are met, like a user’s email address matching a certain domain, the user having a certain WordPress role, or a form submission having a specific value. Conditions are an optional setting that can be defined for every action in a recipe. ## Add conditions to actions To add a condition to an action, hover over the action and look for the *Filter* button. It looks like this: [![Add a filter to recipes](https://automatorplugin.com/wp-content/uploads/2021/12/Add_a_filter_to_recipes.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Add_a_filter_to_recipes.png) When you add a filter, you can set the condition that will cause the action to run. There are 3 parts to a General condition: - The token that a value will be checked against, so maybe this is a date, email address, role, or a token associated with a trigger in the recipe - The criteria that determines whether the token matches a certain value, like “is”, “contains”, “is greater than”, etc. - The value that the token is compared to. This might be hardcoded (e.g. a domain like “uncannyowl.com”) or use a token. When you click the filter button, this modal will appear: [![Add a condition](https://automatorplugin.com/wp-content/uploads/2021/12/Add_a_condition.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Add_a_condition.png) The list of available conditions depends on which plugins you have install. The first option, under General condition section, is where you can set parameters against things like email address, user meta and system information. ## Add a general condition This is what it looks like to add a general condition [![Configure conditional action rules](https://automatorplugin.com/wp-content/uploads/2021/12/Configure_condition_rules.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Configure_condition_rules.png) To add a condition to a recipe, make sure each of the 3 fields are populated and click **Save condition**. Every action can include one or more conditions. When you add conditions, you will see them displayed as part of an action, like this: [![Action Conditions](https://automatorplugin.com/wp-content/uploads/2021/12/Action_Conditions.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Action_Conditions.png) The action in the screenshot above includes 2 conditions. When more than 1 condition is associated with a recipe, you can choose whether to run the action if **all** conditions apply or to run it when **any** conditions apply. ## Add an integration-specific condition The list of conditions will optionally include conditions linked to plugins you have installed. If you have LearnDash installed, for example, you would see a LearnDash condition section where you could set actions to only run if a user is enrolled in a specific course or group. What you see for integration-specific conditions will vary depending on the plugin and the options available for the condition. Here’s a WooCommerce example: [![Sample integration-specific condition](https://automatorplugin.com/wp-content/uploads/2021/12/Sample_integration_specific_condition.png)](https://automatorplugin.com/wp-content/uploads/2021/12/Sample_integration_specific_condition.png) ## Tips As you get started with conditions, here are a few other tips to guide your usage: - Condition values are *not* case sensitive. - The order of conditions does not matter. - Actions with conditions can still be delayed. If they are delayed, conditions are evaluated at the time the action is run, NOT at the time the action is queued. **Article Categories:** Getting Started --- ### [Send a certificate](https://automatorplugin.com/knowledge-base/generate-an-email-a-certificate-to-the-user/) **Published:** November 20, 2020 **Author:** Ken Young **Content:** **This integration requires Uncanny Automator Pro and LearnDash.** The “Send a certificate” action allows you to send LearnDash certificates for almost anything, like the completion of lessons, topics, course combinations, live events, purchases and more. Certificates are sent as attachments to email notifications. [![LearnDash Certificate actions](https://automatorplugin.com/wp-content/uploads/2020/11/LearnDash-Certificate-action.png)](https://automatorplugin.com/wp-content/uploads/2020/11/LearnDash-Certificate-action.png) Before adding the action to a recipe, create a new certificate in LearnDash first. A regular LearnDash certificate should be used; the LearnDash Certificate Builder plugin is not compatible with this action. On the certificate edit page, add the featured image (i.e. the certificate background) to the certificate only. Other content to be overlayed on top of the background image should be added to the action itself. Since certificates generated by this action are not associated with any particular course or quiz, the \[courseinfo\] and \[quizinfo\] shortcodes do not render any information. Consequently, certificates that contain these shortcodes are not listed in the Certificate dropdown in this action. When adding content for a certificate inside the action (inside the Certificate Body field), remember to use tokens for records like user information and date rather than shortcodes. As an Automator recipe, only tokens can be rendered, not shortcodes. **Article Categories:** Special Actions --- ### [Sending a JSON Object with Outgoing Webhooks](https://automatorplugin.com/knowledge-base/sending-a-json-object-with-outgoing-webhooks/) **Published:** November 1, 2022 **Author:** Saad **Content:** The *[Send data to Webhook](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/)* action is a powerful tool that allows your WordPress site to integrate with any number of other systems and services that support receiving data via webhooks. This article includes guidance allowing Automator users to create a JSON Object inside a recipe and send it to another app or website. #### What is a JSON Object? A JSON Object is an ordered collection of values enclosed in curly braces, as described in a [W3School article](https://www.w3schools.com/js/js_json_objects.asp). > JSON object literals are surrounded by curly braces {}. JSON object literals contains key/value pairs. Keys and values are separated by a colon. > > Keys must be strings, and values must be a valid JSON data type: > > - string > - number > - object > - array > - boolean > - null #### Differentiating between JSON Object and JSON Array Unlike a JSON Array, which starts with `[` and ends with `]` square brackets, a JSON Object starts with `{` and ends with `}` curly brackets. Identifying whether the required format is a JSON Array or Object is necessary before creating a Key/Value pair in an Uncanny Automator recipe. A recipe’s “Key” column can generate a JSON Array or Object, depending on how the values are entered. In most cases, the service or app you’re connecting to will have documentation about required settings and expected format. #### Creating Key/Value pairs in Automator In all of the examples shown below, the following fields were set to: - **URL:** Your service/app/API URL, as provided by the service - **Request method:** Default to POST. Your service/app/API documentation will provide the details of whether it expects a POST, PUT, or GET method. - **Data format:** JSON - **Headers:** Leave default unless your service/app/API has specific instructions, like Authorization. In the Key column of the webhook action, entering named property like data, name, product, etc., followed by other named properties will create JSON Object. The Key field accepts / (forward slash) as a separator and allows the nesting of the data. Automator automatically builds the correct JSON Object using this formatting by combining the Key/Value pairs. In most cases, your destination service/API developer’s documentation will provide you with examples to quickly visualize and build data in Automator’s Recipe UI. For example, Entering **Key** = data/first\_name and **Value** = John means that the resulting JSON would be an object (since the key starts with a string), the data has a property “first\_name” and the Value John. The resulting data will look something like this: ``` { "data": { "first_name": "John" } } ``` Extending the above example and adding another row like **Key** = data/last\_name, **Value** = Doe, **Key** = data/email and **Value** = john@doe.xyz will result in: ``` { "data": { "first_name": "John", "last_name": "Doe", "email": "john@doe.xyz" } } ``` You can create arrays within an object by assigning digit indexes separated by / (forward slash). [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.08.39.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.08.39.jpg) Adding the above Key/Value pair in the Recipe UI will generate the following JSON Object. Notice that the product is an Array with the Object, where two product information is passed along with the user’s data. ``` { "data": { "user": { "first_name": "John", "last_name": "Cena", "email": "john@cena.xyz" }, "product": [ { "name": "Sample product 1", "price": 99.99 }, { "name": 49.99 } ] } } ``` The “**Data type**” column allows you the flexibility to define Text (default), Number, Boolean (0 or 1, true or false) and NULL values for your data. Any text added to the “Value” column will be enclosed in double quotes, including numbers. Alternatively, you can switch the Data type from Text to Number to pass the numeric values. Checking the data format before sending it to the destination is very easy with our built-in “Check data format” button. You can continue building your JSON Object in the UI, compare the format, and update or fix it. #### Example 1 (Simple JSON Object) ``` { color: "red", value: "#f00" } ``` **Recipe UI:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.21.08.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.21.08.jpg) **Result:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.24.16-1.jpg "Simple JSON Array result")](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.24.16-1.jpg) --- #### Example 2 (JSON Object with image details) An example of JSON Objects nested structure, showing the “image” and “thumbnail” properties in the following example: ``` { "id": "0001", "type": "donut", "name": "Cake", "image": { "url": "images/0001.jpg", "width": 200, "height": 200 }, "thumbnail": { "url": "images/thumbnails/0001.jpg", "width": 32, "height": 32 } } ``` **Recipe UI:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.44.56.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.44.56.jpg) **Result:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.47.29.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-17.47.29.jpg) --- #### Example 3 (A complex JSON Object) An example of Google Maps JSON Objects nested structure, showing the “destination” and “origin” in the following example: ``` { "destination_addresses": [ "Philadelphia, PA, USA" ], "origin_addresses": [ "New York, NY, USA" ], "rows": [ { "elements": [ { "distance": { "text": "94.6 mi", "value": 152193 }, "duration": { "text": "1 hour 44 mins", "value": 6227 }, "status": "OK" } ] } ], "status": "OK" } ``` **Recipe UI:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-18.06.34.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-18.06.34.jpg) **Explanation:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-18.10.43-2.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-18.10.43-2.jpg) **Result:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-18.07.29.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-18.07.29.jpg) And that’s it! You now have a recipe that sends a webhook from your WordPress site as a JSON Object. *Please note that your WordPress site must be adequately secured with a valid SSL certificate to pass webhook data security checks.* **Article Categories:** Webhooks --- ### [Sending a JSON Array with Outgoing Webhooks](https://automatorplugin.com/knowledge-base/sending-a-json-array-with-automators-outgoing-webhook-action/) **Published:** November 1, 2022 **Author:** Saad **Content:** The [*Send data to Webhook*](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/) action is a powerful tool that allows your WordPress site to integrate with any number of other systems and services that support receiving data via webhooks. This article includes guidance that will allow Automator users to create a JSON Array inside a recipe and send it to another app or website. #### What is a JSON Array? A JSON array is an ordered collection of values enclosed in square brackets. It begins with `[` and ends with `]`. The values in the arrays are separated by `,` (comma). #### Differentiating between JSON Array and JSON Object Unlike a JSON Array, which starts with `[` and ends with `]` square brackets, a JSON Object starts with `{` and ends with `}` curly brackets. Identifying whether the required format is a JSON Array or Object is necessary before creating a Key/Value pair in an Uncanny Automator recipe. A recipe’s “Key” column can generate a JSON Array or Object, depending on how the values are entered. In most cases, the service or app you’re connecting to will have documentation about required settings and expected format. #### Creating Key/Value pairs in Automator In all of the examples shown below, the following fields were set to: - **URL:** Your service/app/API URL, as provided by the service - **Request method:** Default to POST. Your service/app/API documentation will provide the details of whether it expects a POST, PUT, or GET method. - **Data format:** JSON - **Headers:** Leave default unless your service/app/API has specific instructions, like Authorization. In Key column of the webhook action, entering numeric indexes 0, 1, 2, etc., as a prefix will create [indexed arrays](https://www.w3schools.com/php/php_arrays_indexed.asp). The Key field accepts / (forward slash) as a separator and allows the nesting of the data. By using this formatting, Automator automatically builds the correct JSON Array by combining the Key/Value pairs. As an example, Entering **Key** = *0/name* and **Value** = *John* means that the resulting JSON should be an array (since the key starts with a digit), and at index “0” that has a “name” key. The resulting data will look something like this: ``` [ { "name": "John" } ] ``` Extending the above example and adding another name like **Key** = *1/name,* **Value** = Cena, the result should be: ``` [ { "name": "John" }, { "name": "Cena" } ] ``` You can create arrays within the array by assigning digit indexes separated by / (forward slash). The “**Data type**” column allows you the flexibility to define Text (default), Number, Boolean (0 or 1, true or false) and NULL values for your data. Any text added to the “Value” column will be enclosed in double quotes, including numbers. Alternatively, you can switch the Data type from Text to Number to pass the numeric values. Checking the data format before sending it to the destination is very easy with our built-in “Check data format” button. You can continue building your JSON Array in the UI, compare the format, and update or fix it. **Example 1 (Simple JSON Array)** ``` [ 100, 500, 300, 200, 400 ] ``` **Recipe UI:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.37.16.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.37.16.jpg) **Result:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.38.41.jpg "Simple JSON Array result")](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.38.41.jpg) --- #### Example 2 (JSON Array with objects as elements) ``` [ { color: "red", value: "#f00" }, { color: "green", value: "#0f0" }, { color: "blue", value: "#00f" }, { color: "cyan", value: "#0ff" } ] ``` **Recipe UI:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.46.05.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.46.05.jpg) **Result:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.50.21.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-12.50.21.jpg) --- #### **Example 3 (A complex JSON Array with JSON Object elements)** ``` [ { "data": [ { "id": 282727, "status": 1, "vat_id": 1, "stock": [ { "warehouse_id": 1, "value": 1 } ], "handling_time": [ { "warehouse_id": 1, "value": 1 } ], "sale_price": 12000 } ] } ] ``` **Recipe UI:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-13.10.51.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-13.10.51.jpg) **Result:** [![](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-13.16.26.jpg)](https://automatorplugin.com/wp-content/uploads/2022/11/CleanShot-2022-11-01-at-13.16.26.jpg) And that’s it! You now have a recipe that sends a webhook from your WordPress site as a JSON Array. *Please note that your WordPress site must be adequately secured with a valid SSL certificate to pass webhook data security checks.* **Article Categories:** Webhooks --- ### [Webhook Actions](https://automatorplugin.com/knowledge-base/send-data-to-a-webhook/) **Published:** December 2, 2019 **Author:** Ryan Moore **Content:** The *Send data to Webhook* action is a powerful action that enables your WordPress site to integrate with any number of other systems and services that support receiving data via webhooks, such as IFTTT, Integromat, or another site running Uncanny Automator. (For Zapier, see [Zapier Actions](https://automatorplugin.com/knowledge-base/working-with-zapier-actions/).) ### Setting up a webhook action 1. Create your new Automator recipe and add *Send data to webhook* as an action. You can find it under *Webhooks > Send data to webhook.* [![](https://automatorplugin.com/wp-content/uploads/2019/12/CleanShot-2022-11-01-at-11.58.32.jpg)](https://automatorplugin.com/wp-content/uploads/2019/12/CleanShot-2022-11-01-at-11.58.32.jpg) 2. Click the **webhook** box in the action to set the webhook parameters. 3. In the **URL** field, paste the webhook’s target URL. You will need to get this URL from the system/service you are using to receive the data. 4. If you know what **Request method** your receiving service requires, select it from the dropdown. Otherwise, leave this as default (POST). 5. If you know what **Data format** your receiving service requires, select it from the dropdown. Otherwise, leave this as default (x-www-form-urlencoded). 6. If you know what **Headers** your receiving service requires, add them as *Key* and *Value* pairs. Otherwise, leave this as default. 7. If you want to pass data from WordPress to your receiving service, enter match *Key* and *Value* fields in the **Body** section. Think of a Key as a label for the value. 1. Enter a text label in the Key field first. 2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the **\*** symbol to the right of the value. You’ll see drop-down lists for *common* tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user\_firstname}}”. Make sure that you do not make any changes to the token format. 8. If you want to pass ***nested*** data from WordPress to your receiving service, enter *Keys* as a parent/child pair, separated by forward-slash / in the **Body** section. You will also have to change *the* **Data format** from *x-www-form-urlencoded* to *JSON*. 9. If you want to preview your outgoing data, click *Check data format.* 10. If you want to send a test webhook, click *Send test*. 11. **Save** the action. Now switch the action from *Draft* to *Live.* Don’t forget to set your triggers and the recipe to live as well. And that’s it! You now have a recipe that sends a webhook from your WordPress site, based on a user’s actions. Please note that to pass webhook data security and without issue, it’s important that your WordPress site be properly security with a valid SSL certificate. **Article Categories:** Webhooks --- ### [Managing Tokens](https://automatorplugin.com/knowledge-base/managing-tokens/) **Published:** October 19, 2022 **Author:** Ryan Moore **Content:** Sometimes in your recipes you will want to include data about a user or post, and that data may be different for each recipe run. Perhaps there’s a recipe where you want to run it for multiple users, and in the recipe there’s an action to send an email to the user and you want to address the user by their first name. These dynamic pieces of data inside recipes are called “tokens” and can be included in any recipe action. ### Types of tokens Uncanny Automator offers 3 types of tokens for use in recipes: - **Universal tokens**: These tokens are always available in every recipe, and might be used to pass in information about a user, a post, a date, etc. - **Trigger tokens:** When a trigger is added to a recipe, available tokens specific to that trigger are added to the list of available tokens. When you submit a form, retrieving the value in the second field would be a “trigger” token type. - **Action tokens**: When an action is added to a recipe, tokens associated with its output become available to actions that run after it. An example would be having an action that creates a post pass the new post ID to another action. ### Using tokens in recipes Any time there’s an opportunity to use a token in a field, you will see an asterisk (\*) icon to the right of that field. By clicking that icon, a menu will expand showing you available tokens. The token system looks like this: [![Automator token types](https://automatorplugin.com/wp-content/uploads/2022/10/Automator-token-types.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Automator-token-types.png) At the top of the list are the Universal tokens that appear in every recipe. The Triggers and Actions sections below will be displayed if there are tokens available for the triggers and/or actions in the recipe. Use the icons on the right side of the token type to expand that section and show all available tokens. To add a token to an action field, simply select it. Doing so will add then token to your action, in plain English, with special styling to indicate that it’s a token. Support that the recipe is associated with a user and we want to include First and Last names in a field (both “Common” tokens); the field in the recipe would show the following: [![Token examples](https://automatorplugin.com/wp-content/uploads/2022/10/Token-examples-1.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Token-examples-1.png) The icons inside the grey pill area show the integration icon, if applicable. The title shown is a descriptive label for the token. In this example, if it were sending an email to the associated user during a recipe run and this were the subject, the user would receive an email with their first and last name as the subject. In some cases, certain tokens will require additional information. If you want to return data for a specific post meta key, for example, you need to tell Automator which post to target (by ID) and which meta key to return data for. When a token requires additional information, it will show an additional modal, like this: [![Post meta tokens](https://automatorplugin.com/wp-content/uploads/2022/10/Post-Meta-tokens.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Post-Meta-tokens.png) You will even see on the right that passing in a post ID and meta key can be done using tokens (as shown by the \* on the right), so it really is possible to use dynamic data anywhere. In this example, maybe I want to return the “organization” meta key value for a certain page linked to a trigger. The token would end up looking like this: [![Post Meta Key Example](https://automatorplugin.com/wp-content/uploads/2022/10/Post-Meta-key-example.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Post-Meta-key-example.png) This new token example shows that the post ID is passed in automatically from the trigger (it’s a WordPress trigger, hence the icon) and the meta key of “organization” is hard coded, since that key will apply to all recipe runs. ### Universal tokens Universal tokens include any tokens that are available for use in any action that can accept tokens. Within this category are several important token types: 1. **Common**: These are simply token types that can be used to retrieve and use data about the user, site or recipe. Examples of tokens in this type a user’s first name, a password reset link, the site URL, etc. 2. **Date**: To use the WordPress date, time, or even Unix timestamp, use the tokens in this section. 3. **Advanced**: These are typically more complex tokens, like working with user and post meta records directly. 4. **Modifiers**: Tokens in this section let you *manipulate* data, like running a calculation on a meta value to increment it by 1. ### Trigger tokens It’s very typical to use values that are captured in a trigger later in the actions. Suppose you submit a form that needs to create a user, and the form entry includes information about the user that will be used to create the account. You would use trigger tokens to populate the user information inside actions and the user selector. Trigger tokens are unique to each trigger. If you’re having trouble finding what you need in a specific trigger, perhaps a similar trigger has more appropriate tokens. **Tip**: Did you know that you can see a list of every single available token on our website? Simply visit any integration page on our website (e.g. https://automatorplugin.com/integration/woocommerce/) and look for the **+** icon next to the trigger. Click that to expand the list of available tokens, like this: [![Website token list](https://automatorplugin.com/wp-content/uploads/2022/10/Website-token-list.png)](https://automatorplugin.com/wp-content/uploads/2022/10/Website-token-list.png) ### Action tokens Sometimes you may need to pass data from one action to *another* action that runs later in the recipe. An example that uses this token type would be a recipe that creates a new post and then tweets about the new post after a form is submitted. In other to send the tweet, the action needs the URL for the new post so that it can include a link to it. That’s the power of action tokens. Not all actions support passing data via tokens, and these token types are most application when things are created, like orders, pages, users and form entries. To see a list of available action tokens, make sure you add the action that will pass data to another action first. In many cases, it will make sense to add a small delay to the action that needs data to make sure that the action creating the object is complete. Once the required actions have been added, open up the token list for the action receiving data and look for the new **Actions** token section. Choose the appropriate token(s) from the list to include them in your recipe. **Article Categories:** Getting Started --- ### [Make](https://automatorplugin.com/knowledge-base/make/) **Published:** August 11, 2022 **Author:** Ryan Moore **Content:** [Make](https://automatorplugin.com/integration/make/) is a popular integration and automation platform that replaces [Integromat](https://automatorplugin.com/integration/integromat/). Automator can connect to it with a few simple steps so that you can use data from your WordPress site in new Make scenarios. ### Set up a Make Scenario Make uses “scenarios” to automate tasks. To include WordPress data in an automation, the first step is to set up a scenario. We recommend following the Make instructions for setting up a new scenario here: . Once a scenario has been creating by clicking **Create a new scenario** from your dashboard, choose **Webhooks** as your first module. Within it, choose **Custom webhook** in the *Triggers* section. *[![Create a Make scenario](https://automatorplugin.com/wp-content/uploads/2022/08/New_scenario___Make.png)](https://automatorplugin.com/wp-content/uploads/2022/08/New_scenario___Make.png).* In the *Webhooks* window that appears, choose to **Add** a new webhook. Give it a name and click **Save**. It will automatically start listening for data. Look for the button to **Copy address to clipboard**. Click that; we’ll need it on the Automator side so your recipe knows where to send data. ### Create an Automator Recipe Create your Automator recipe next: 1. Create your new Automator recipe and add Make as an action. Choose *Send data to Make webhook*. 2. Click the **webhook** box in the action to set the webhook parameters. 3. In the **URL** field, paste the URL you copied over from Make (from above). This goes in the top field in the screenshot below. [![Connect WordPress to Make](https://automatorplugin.com/wp-content/uploads/2022/08/Connect-WordPress-to-Make.png)](https://automatorplugin.com/wp-content/uploads/2022/08/Connect-WordPress-to-Make.png) 4. We recommend leaving the Request method, Data format and Headers as the defaults. 5. If you want to pass data from WordPress to Make, enter match *Key* and *Value* fields in the **Body** section. Think of a Key as a label for the value. 1. Enter a text label in the Key field first. 2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the **\*** symbol to the right of the value. You’ll see drop-down lists for *common* tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user\_firstname}}”. Make sure that you do not make any changes to the token format. 6. If you want to preview your outgoing data, click *Check data format.* 7. If you want to send a test webhook to Make, click *Send test*. 8. **Save** the action. Now switch the action from *Draft* to *Live.* Don’t forget to set your triggers and the recipe to live as well. ### Take everything live Switch back to Make and confirm that the webhook has received data. Once it has, it will update the page, so you can click **OK** to proceed with building the rest of your scenario, including setting up the data structure to map data from WordPress. **Article Categories:** Special Actions --- ### [Integromat](https://automatorplugin.com/knowledge-base/working-with-integromat-actions/) **Published:** September 25, 2020 **Author:** Saurabh Shukla **Content:** An Integromat action in Uncanny Automator usually acts as a trigger for a [Scenario](https://support.integromat.com/hc/en-us/articles/360001984693-Creating-a-scenario). ### Create a Scenario Trigger You need to have an [Integromat](https://www.integromat.com/) account to start with. 1. On your dashboard, start by clicking *+ Create a new Scenario* button. ![](https://automatorplugin.com/wp-content/uploads/2020/09/Screenshot-from-2020-09-25-18-33-34.png) 2. On the next screen, you’ll be prompted to select services. Search and locate *Webhook*s as a service: ![](https://automatorplugin.com/wp-content/uploads/2020/09/Screenshot-from-2020-09-25-18-32-32-1024x523.png) 3. You may or may not select other services for your scenario at this point. On the scenario editor, click the Webhooks service to display a list of triggers and actions available for Webhooks: ![](https://automatorplugin.com/wp-content/uploads/2020/09/Screenshot-from-2020-09-25-18-42-14.png) 4. Select the *Custom webhook* trigger to reveal a form to select a webhook: ![](https://automatorplugin.com/wp-content/uploads/2020/09/Screenshot-from-2020-09-25-18-45-37.png) 5. . Click the *Add* button to reveal another form that allows adding a new webhook. Give it a sensible name: ![](https://automatorplugin.com/wp-content/uploads/2020/09/Screenshot-from-2020-09-25-18-48-52.png) 6. Hit *Save* to reveal a panel that generates a unique URL for this webhook trigger. Copy this URL for use inside your Automator recipe: ![](https://automatorplugin.com/wp-content/uploads/2020/09/Screenshot-from-2020-09-25-18-50-10.png) 7. You don’t have to set up any special data structures because Integromat will gather this information from whatever you set up in the Automator recipe in the next step. However, you can go ahead and set up specific structures if you need to. See more: ### Connect Recipe Action with Scenario 1. In your recipe, select Integromat under actions and select *Send data to Integromat webhook*. 2. Click the **webhook** box in the action to set the webhook parameters. 3. In the **URL** field, paste the URL you copied over from Integromat. This goes in the top field in the screenshot below. ![](https://automatorplugin.com/wp-content/uploads/2020/09/Integromat.jpg) 4. If you know what **Request method** Integromat requires, select it from the dropdown. Otherwise, leave this as default (POST). 5. If you know what **Data format** Integromat requires, select it from the dropdown. Otherwise, leave this as default (JSON). 6. If you know what **Headers** Integromat requires, add them as *Key* and *Value* pairs. Otherwise, leave this as default. 7. If you want to pass data from WordPress to Integromat, enter match *Key* and *Value* fields in the **Body** section. Think of a Key as a label for the value. 1. Enter a text label in the Key field first. 2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the **\*** symbol to the right of the value. You’ll see drop-down lists for *common* tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user\_firstname}}”. Make sure that you do not make any changes to the token format. 8. If you want to pass ***nested*** data from WordPress to Integromat, enter *Keys* as a parent/child pair, separated by forward-slash / in the **Body** section. Ensure your **Data format** is set to *JSON*. 9. If you want to preview your outgoing data, click *Check data format.* 10. If you want to send a test webhook to Integromat, click *Send test*. 11. **Save** the action. Now switch the action from *Draft* to *Live.* Don’t forget to set your triggers and the recipe to live as well. That’s it. With these instructions, you should be able to connect your Automator Recipe to an Integromat Scenario such that triggers in the recipe set off scenarios in Integromat. Happy automation! **Article Categories:** Special Actions --- ### [Calculations (math equations)](https://automatorplugin.com/knowledge-base/calculations-math-equations/) **Published:** July 11, 2022 **Author:** Ryan Moore **Content:** **Calculations** are a special type of token in [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) that allow recipes to calculate values using standard math equations. This can include anything from simple math to more advanced functions, and other tokens can be incorporated into math equations. A simple use for calculations would be a counter. Whenever a recipe is run, look up a value in user meta for a user and add 1 to it, then save that new value. A more advanced example might be looking up an expiration date and adding a week to it. To include a calculation in a recipe, expand the *Tokens* section in your action and look for the *Modifiers* section. Within it, choose the **Calculation** entry. [![Calculation token](https://automatorplugin.com/wp-content/uploads/2022/07/Calculation_token.png)](https://automatorplugin.com/wp-content/uploads/2022/07/Calculation_token.png) Once selected, you can add any equation you want in the *Formula* section. Typically this would include one or more other tokens (using the \* option on the right) paired with operators and numbers. Here’s a simple example of a counter that includes a lookup of a user meta value (for the course\_count key) and then adding 1 to it. The action involved (not shown) would be **Set user meta**, as we would want to update the existing value with the new calculated value. [![Automator Course Counter](https://automatorplugin.com/wp-content/uploads/2022/07/Course_Counter.png)](https://automatorplugin.com/wp-content/uploads/2022/07/Course_Counter.png) It’s important to use tokens in your formulas that output numbers. If a string is detected, it will be replaced with zero (0). Formulas should typically include tokens, operators (i.e. +, -, \* and /) and numbers. Here are a few sample formulas that are supported by calculations: 1 + 2 \* 3 – 4 2 \* (-3) 1 + ((2 – 3) \* (5 – 7)) Any of the numbers above can, of course, be replaced with Automator tokens. These are just representative of the type of syntax that’s supported. For advanced functions, refer to for a complete list of what’s possible with the **Calculation** token type. Please note though that our support team can only provide assistance with basic math operations rather than complex formulas. **Article Categories:** Special Tokens --- ### [Create WooCommerce orders](https://automatorplugin.com/knowledge-base/create-woocommerce-orders/) **Published:** May 12, 2022 **Author:** Ryan Moore **Content:** **Actions to create WooCommerce orders require Uncanny Automator Pro 4.0 or higher.** There are several actions available for creating WooCommerce orders, both regular purchases and subscription purchases using [WooCommerce Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/). Here’s a sample of an action to create an order in a recipe: [![Create a WooCommerce order](https://automatorplugin.com/wp-content/uploads/2022/05/create-a-woo-order.png)](https://automatorplugin.com/wp-content/uploads/2022/05/create-a-woo-order.png) Only a handful of fields are required, but it’s very important that those fields have valid data when the order is created. Also note that the WooCommerce create order actions have the following limitations: - Create an order actions cannot process payments. - It is not currently possible to add custom order meta as part of the “Create an order” action. - Creating an order for a specific product variation is not possible. **Article Categories:** Special Actions --- ### [OptinMonster](https://automatorplugin.com/knowledge-base/optinmonster/) **Published:** May 9, 2022 **Author:** Ken Young **Content:** With Uncanny Automator and [OptinMonster](https://optinmonster.com), you have fine-grained controls for displaying opt-ins, announcements and notices to your users. Choose which trigger or set of triggers must be completed before users see your OptinMonster campaign. Here are a few ideas: - When a user posts a topic in a specific bbPress forum, display a campaign that invites them to join a related forum. - When user purchases a specific WooCommerce product, display a popup with a coupon code for a discount on a complementary product - When a user completes a MemberPress course AND fills out a post-course WPForms survey, display a campaign that congratulates them with a link to purchase the follow-up course This gives OptinMonster users even more flexibility when building their websites and apps! ### Setting up your OptinMonster campaign The first step is to set up the campaign that you’d like to trigger with Uncanny Automator. How you set up the campaign will depend on how you want the campaign to appear on-screen (pop-up, slide in, etc.) and whether you want to collect information from the user or simply display information to the user. Refer to the [OptinMonster documentation](https://optinmonster.com/docs/creating-your-first-optin/) if you’re looking for pointers on setting up your campaign. When it comes to setting up the *Display Rules* to determine when users will see your campaign, you can choose any options you like; Uncanny Automator will work with all of them. If you don’t want users to see the campaign unless they trigger the recipe, then you can choose *MonsterLink (On Click)*. Once you’ve set up your OptinMonster campaign, you’ll want to [install and configure the OptinMonster plugin on your site](https://optinmonster.com/docs/how-to-install-the-optinmonster-wordpress-plugin/). ### Setting up a custom OptinMonster trigger with Uncanny Automator Once you’ve got your campaign and the OptinMonster plugin set up, you can create an Uncanny Automator [recipe](https://automatorplugin.com/knowledge-base/creating-a-recipe/) with the triggers that you want users to complete before the campaign is displayed. If you’re setting up a recipe for logged-in users, you can even require that users complete multiple triggers to display the campaign. After you’ve set up your triggers, you’ll then want to go to the *Action* section to configure the OptinMonster *Show a campaign* action. ![](https://automatorplugin.com/wp-content/uploads/2022/05/optinmonster-custom-trigger.png) When choosing which campaign to display to your users, you’ll be able to select from any existing campaigns in your OptinMonster account (with the exception of Inline campaigns, as they are static and cannot be trigger dynamically). Simply select the campaign you want to be displayed when the user completes the triggers in your recipe, set the recipe to live, and you’ve got a custom trigger for your OptinMonster campaign! **Article Categories:** Special Actions --- ### [Having trouble? Read this](https://automatorplugin.com/knowledge-base/important-notes-troubleshooting/) **Published:** July 8, 2018 **Author:** Ryan Moore **Content:** Uncanny Automator is a complex WordPress plugin that can sometimes be confusing, especially if you’re just getting started and are trying to test things. Here are a few tips that might explain common issues we see when people are testing recipes and just starting out. 1. Make sure the triggers and actions, plus the recipe itself, are “Live”. It’s really easy to overlook setting the recipe to “Live” and then wondering why it won’t run. 2. By default, each recipe only runs once per user. If you’re testing, you probably want to set the recipe to run multiple times (using the setting on the right) so that you can trigger the conditions more than once. You can always turn the number back down after confirming the recipe runs properly. 3. Remember that recipes only run against triggers that are satisfied *after* the recipe is set up. As an example, if a trigger is a product purchase, and the user already purchased the product, activating the recipe will not run the recipe on that historical purchase, just future purchases. 4. Redirects in recipes will not work if the actions are triggered by javascript. A good example of this is a LearnDash quiz completion trigger; because it’s javascript that triggers completion and there is no page load, the redirect cannot run properly. 5. If you have multiple recipes that run on the same triggers, and those recipes include redirects, the behaviour will be unpredictable. It is not recommended that you include redirects for recipes that are likely to be triggered simultaneously. 6. All triggers run with AND conditions. In words, if a recipe includes 2 triggers, *both* must be satisfied after the recipe was set up for the actions to run. If you want a recipe to run when only one of the triggers is satisfied, you will need to use multiple recipes instead. 7. Custom fields set up with **Advanced Custom Fields** (ACF) are not currently supported. The variety of field types and how they’re stored requires significant development; support is not expected until sometime in 3.x. 8. If tokens aren’t populating properly and you know the data is there, try adding a 10 second delay to your action. Some plugins, like LearnDash, don’t populate certain values associated with tokens until a fraction of a second after Automator detects the trigger is complete. Adding a tiny delay can give plugins time to finish populating their data. ## Use the Automator Tools In Automator version 3.0 and higher, you’ll find a special **Tools** menu under the Automator entry in /wp-admin/. In there, you’ll find detailed information about your environment (this can be really helpful to our team in particular when submitting a ticket), debug logs and database tools. The *Database tools* tab in particular is very useful for repair database issues instantly that are normally if an issue occurs during installation. These are *extremely* rare (<0.1% of installs), but by adding this tool we no longer need to request site access to diagnose or fix database problems. If you run into something that you don’t know how to fix, **it’s okay to reach out**. We’re happy to help; open a ticket or send us a note at (and include the system report from the Tools page to make things faster!). ## Pro tips As you get more advanced with Automator recipes, here are some considerations for successful use: 1. **Deactivating plugins that have active triggers and actions can have unpredictable results.** When you deactivate a plugin, any recipes that include triggers tied to that plugin simply can no longer be completed. In other words, if the plugin doesn’t exist, the trigger can’t run. This means that recipes that include triggers from deactivated plugins will stop running and cannot be completed; actions will never be executed. To fix this you can either reactivate the plugin or delete triggers associated with deactivated plugins. For recipes with actions tied to deactivated plugins, those steps simply won’t run, and worse, there is then no way to trigger them later if they’re skipped. As an example, let’s say a recipe has 2 triggers: submitting a form and making a WooCommerce product purchase. The actions are to enroll the user into a LearnDash course and send the user an email. If LearnDash gets deactivated while the recipe is live and the user completes the triggers, the user will be sent the email but will not be enrolled in the course. And if WooCommerce gets deactivated, the recipe never gets executed because the product cannot be purchased. 2. **Email actions may behave unpredictably when triggered frequently**. This is especially true if you use a third-party email service such as Sendgrid, Sparkpost, Amazon SES, Gmail, etc. for outgoing emails. These services may restrict identical emails sent in succession (such as notifications) or limit the rate at which emails are sent. **Article Categories:** Key Resources --- ### [IFTTT](https://automatorplugin.com/knowledge-base/ifttt/) **Published:** January 20, 2022 **Author:** Ryan Moore **Content:** Sending records from WordPress to [IFTTT](https://ifttt.com/) to trigger applets requires a few steps to get started. This one is less intuitive than other webhook-based integrations, so make sure to follow the instructions below carefully. ### Set up an IFTTT webhook To begin, make sure you have an [IFTTT](https://ifttt.com/) account. Then you’ll want to start by getting the webhook details you can use inside Automator and an IFTTT applet. 1. After signing into your IFTTT account, visit the homepage. In the *Explore* section, search for and select **Webhooks**. 2. Click the **Documentation** link to see your webhook details. 3. [![](https://automatorplugin.com/wp-content/uploads/2022/01/IFTTT_Webhooks_link.png)](https://automatorplugin.com/wp-content/uploads/2022/01/IFTTT_Webhooks_link.png)You will now see a URL near the top of the *Trigger an Event* section with a clickable **{event}** field. 4. Enter an identifiable event name here using only letters and underscores, like “new\_order”. 5. This will populate a URL near the bottom of the section that looks like https://maker.ifttt.com/trigger/{event}/with/key/{YOUR\_IFTTT\_KEY}. This is the webhook we will use in Automator later and it includes the event (“new\_order” here) that will be used in the applet. ### Create an Applet Now that we have defined an event name and have the webhook URL, it’s time to create an applet. 1. After returning to the IFTTT homepage, create a new applet by clicking the **Create** button at the top of the IFTTT page. 2. In the *If This* box, click the **Add** button. 3. Search for and choose **Webhooks** as the service. 4. Choose **Receive a web request**. 5. In the *Event Name* field, enter the name that matches the event name you set up in the section above.[![IFTTT Event Name](https://automatorplugin.com/wp-content/uploads/2022/01/IFTTT_Event_name.png)](https://automatorplugin.com/wp-content/uploads/2022/01/IFTTT_Event_name.png) 6. Click **Create trigger** to finish setting up the trigger. 7. You can now proceed to ad your *Then That* actions to the applet. ### Create an Automator Recipe Create your Automator recipe next: 1. Create your new Automator recipe and add **IFTTT** as an action. Choose *Send data to IFTTT webhook*. 2. Click the **webhook** box in the action to set the webhook parameters. 3. In the **URL** field, paste the URL you copied over from IFTTT in the first section. This goes in the top field in the screenshot below. ![](https://automatorplugin.com/wp-content/uploads/2022/01/IFTTT.jpg) 4. If you know what **Request method** IFTTT requires, select it from the dropdown. Otherwise, leave this as default (POST). 5. If you know what **Data format** your receiving service requires, select it from the dropdown. Otherwise, leave this as default (JSON). 6. If you know what **Headers** IFTTT requires, add them as *Key* and *Value* pairs. Otherwise, leave this as default. 7. If you want to pass data from WordPress to IFTTT, enter the *Key* and *Value* fields in the **Body** section. Think of a Key as a label for the value. 1. Enter a text label in the Key field first. By default, IFTTT provides three standard fields. You can directly pass the data by entering **value1**, **value2**, and **value3** as the “Keys” in your body along with the values as shown in the screenshot above. 2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the **\*** symbol to the right of the value. You’ll see drop-down lists for *common* tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user\_firstname}}”. Make sure that you do not make any changes to the token format. 8. If you want to pass ***nested*** data from WordPress to IFTTT, enter *Keys* as a parent/child pair, separated by forward-slash / in the **Body** section. Please ensure that *the* **Data format** is set to *JSON*. 9. If you want to preview your outgoing data, click *Check data format.* 10. If you want to send a test webhook to IFTTT, click *Send test*. 11. **Save** the action. Now switch the action from *Draft* to *Live.* Don’t forget to set your triggers and the recipe to live as well. And that’s it! You now have a recipe that triggers an action in IFTTT. **Article Categories:** Special Actions --- ### [GoToWebinar](https://automatorplugin.com/knowledge-base/gotowebinar/) **Published:** June 17, 2020 **Author:** Ryan Moore **Content:** GoToWebinar is a popular online conference platform used by many organizations to deliver web-based training and meetings. ## Before starting Here’s what you need before we dive into the tutorial: - [Uncanny Automator Pro](https://automatorplugin.com/pricing/). - A [paid](https://www.gotomeeting.com/en-ca/webinar/try) GoToWebinar plan. ## How to set up a GoToWebinar application Uncanny Automator uses OAuth for all its video conferencing integrations; this approach improves security compared to alternatives. To connect Automator to your GoToWebinar account, you must set up an OAuth client. It only takes a few minutes and will help to ensure the security of your account. 1\. Visit and sign in to your GoToWebinar account. 2\. Navigate to the *OAath Clients* tab and click the link to **Create a new client**. 3\. On the Details tab, enter a **Client name**. This can be anything you want to use. 4\. Copy the OAuth URL from the GoToWebinar tab in Automator, and paste it into the Redirect URL for OAuth in GoToWebinar. Here’s an example of what the OAuth URL will look like. https://YOURCOOLSITEGOESHERE/wp-admin/edit.php?post\_type=uo-recipe&page=uncanny-automator-settings&tab=gtw\_api 5\. Click **Next** to save your changes. [![Create GoToWebinar OAuth client](https://automatorplugin.com/wp-content/uploads/2020/06/Create_GoToWebinar_Client.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Create_GoToWebinar_Client.png) 6\. In the *Scopes* tab, check **GoToMeeting, GoToWebinar, or GoToTraining** and **Admin Center**, then click **Next**. [![Add GoToWebinar Scopes](https://automatorplugin.com/wp-content/uploads/2020/06/Add_GoToWebinar_Scopes.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Add_GoToWebinar_Scopes.png) 7\. In the *Credentials* tab, copy the **Client ID** and **Client** **secret** values. Paste these into the **Consumer Key** and **Consumer secret** fields on your WordPress site under **Automator > Settings** in the **GoToWebinar** tab. Click **Save API details**. 8\. Switch back to the GoToWebinar site where you are creating the client and check the **I have stored the client secret** checkbox, then click **Done**. Automator is now connected to your GoToWebinar account. [![GoToWebinar Client ID and Client Secret](https://automatorplugin.com/wp-content/uploads/2020/06/GoToWebinar_Client_ID_and_Client_Secret.png)](https://automatorplugin.com/wp-content/uploads/2020/06/GoToWebinar_Client_ID_and_Client_Secret.png) Once your client key and client secret are saved, you’ll see GoToWebinar actions show up in your recipes. [![GoToWebinar Settings](https://automatorplugin.com/wp-content/uploads/2020/06/GoToWebinar_Settings.png)](https://automatorplugin.com/wp-content/uploads/2020/06/GoToWebinar_Settings.png) Now that your GoToWebinar account is connected to Automator, you can add and remove users from specific meetings based on purchase, elearning course activity, event registration or any other triggers you want to use. **Article Categories:** Special Actions --- ### [GoToTraining](https://automatorplugin.com/knowledge-base/gototraining/) **Published:** June 17, 2020 **Author:** Ryan Moore **Content:** GoToTraining is a popular online conference platform used by many organizations to deliver web-based training and meetings. ## Before starting Here’s what you need before we dive into the tutorial: - [Uncanny Automator Pro](https://automatorplugin.com/pricing/). - A [paid](https://www.gotomeeting.com/en-ca/training) GoToTraining plan. ## How to set up a GoToTraining application Uncanny Automator uses OAuth for all its video conferencing integrations; this approach improves security compared to alternatives. To connect Automator to your GoToTraining account, you must set up an OAuth client. It only takes a few minutes and will help to ensure the security of your account. 1\. Visit and sign in to your GoToTraining account. 2\. Navigate to the *OAath Clients* tab and click the link to **Create a new client**. 3\. On the Details tab, enter a **Client name**. This can be anything you want to use. 4\. Copy the OAuth URL from the GoToTraining tab in Automator, and paste it into the Redirect URL for OAuth in GoToTraining. Here’s an example of what the OAuth URL will look like. https://YOURCOOLSITEGOESHERE/wp-admin/edit.php?post\_type=uo-recipe&page=uncanny-automator-settings&tab=gtt\_api 5\. Click **Next** to save your changes. [![Create GoToWebinar OAuth client](https://automatorplugin.com/wp-content/uploads/2020/06/Create_GoToWebinar_Client.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Create_GoToWebinar_Client.png) 6\. In the *Scopes* tab, check **GoToMeeting, GoToWebinar, or GoToTraining** and **Admin Center**, then click **Next**. [![Add GoToWebinar Scopes](https://automatorplugin.com/wp-content/uploads/2020/06/Add_GoToWebinar_Scopes.png)](https://automatorplugin.com/wp-content/uploads/2020/06/Add_GoToWebinar_Scopes.png) 7\. In the *Credentials* tab, copy the **Client ID** and **Client** **secret** values. Paste these into the **Consumer Key** and **Consumer secret** fields on your WordPress site under **Automator > Settings** in the **GoToTraining** tab. Click **Save API details**. 8\. Switch back to the GoToTraining site where you are creating the client and check the **I have stored the client secret** checkbox, then click **Done**. Automator is now connected to your GoToTraining account. [![GoToWebinar Client ID and Client Secret](https://automatorplugin.com/wp-content/uploads/2020/06/GoToWebinar_Client_ID_and_Client_Secret.png)](https://automatorplugin.com/wp-content/uploads/2020/06/GoToWebinar_Client_ID_and_Client_Secret.png) Once your client key and client secret are saved, you’ll see GoToTraining actions show up in your recipes. [![GoToTraining Settings](https://automatorplugin.com/wp-content/uploads/2020/06/GoToTraining_Settings.png)](https://automatorplugin.com/wp-content/uploads/2020/06/GoToTraining_Settings.png) Now that your GoToTraining account is connected to Automator, you can add and remove users from specific meetings based on purchase, elearning course activity, event registration or any other triggers you want to use. **Article Categories:** Special Actions --- ### [IFTTT](https://automatorplugin.com/knowledge-base/ifttt-to-wordpress/) **Published:** January 26, 2022 **Author:** Ken Young **Content:** Uncanny Automator makes it easy to send data from [IFTTT](https://ifttt.com/) applets to your site. Connect your WordPress site to anything supported by IFTTT by creating a recipe that receives data from the Send a web request IFTTT action. ### Set up the recipe in Uncanny Automator The first step will be to create the recipe that will receive the web request from IFTTT. Since IFTTT will send data to your site anonymously (i.e. not as a logged-in WordPress user) we’ll use an [everyone recipe](https://automatorplugin.com/knowledge-base/anonymous-recipes/) to receive the data. 1. Create an [everyone recipe](https://automatorplugin.com/knowledge-base/anonymous-recipes/) and add IFTTT as a trigger. ![](https://automatorplugin.com/wp-content/uploads/2022/01/receive-webhook-ifttt-1.png) 2. Copy the Webhook URL and switch over to IFTTT to set up the applet. Leave the Edit recipe window open; we’ll need to come back to it later to complete the trigger. ### Set up the IFTTT Make a web request action 1. In IFTTT, set up the “if this” section of your applet based on what trigger you want to use to send data to your WordPress site. This could include things like a row has been added to a Google Sheet, an email with a specific subject has been received in Gmail, a new post has been made to your Facebook page, or any of the thousands of triggers supported by IFTTT. 2. In the “then that” section of your applet, choose Webhooks > Make a web request.![](https://automatorplugin.com/wp-content/uploads/2022/01/ifttt-to-wordpress-webhook.png) 3. In the URL field, paste the URL from the Automator recipe you set up above. 4. In the Body field, we’ll define the data that’s being sent to your recipe. This step gets a bit complex as IFTTT requires that you format all of your data manually. In this example, we’ll just send a few ingredients, including a name and email address. 1. Choose which ingredients from your “if this” trigger you would like to send to WordPress by clicking *Add ingredient*. 2. Around each ingredient add <<< >>>. This ensures your data is sent exactly as formatted. 3. Before each ingredient, add a single word that describes the ingredient, followed by “=” . 4. Finally, add the “&” symbol between each ingredient. Here’s a finished example:![](https://automatorplugin.com/wp-content/uploads/2022/01/ifttt-send-web-request-format.png) 5. Leave the other fields their default values and click *Create action*. ### Complete the recipe Now we need to go back to your recipe and tell Uncanny Automator what data to expect from IFTTT. 1. In the *Fields* section, you’ll want to add a Key/Value type pair for each ingredient you’re sending from IFTTT. 2. Enter each key and define its type. The key is the word that you added to describe each ingredient. Using the example above, your *Fields* would look like this: ![](https://automatorplugin.com/wp-content/uploads/2022/01/ifttt-receive-webhook-format.png) 3. Click *Save.* 4. Add the actions that you want to run when the webhook is received from IFTTT. If you add an action that runs on a WordPress user, you will be prompted to [create a new user or select an existing user](https://automatorplugin.com/knowledge-base/anonymous-recipes/#Introducing_the_User_Selector). 5. Set the trigger, action(s), and recipe to *live*. That’s it! When your IFTTT applet runs, your Uncanny Automator will receive the data and run the actions. **Article Categories:** Special Triggers --- ### [Zapier Actions](https://automatorplugin.com/knowledge-base/working-with-zapier-actions/) **Published:** September 25, 2018 **Author:** Ryan Moore **Content:** Zapier is a complex action and a number of steps are required to get everything working properly. ### Create a Zap To begin, make sure you have a [Zapier](https://zapier.com) account. Then you’ll want to start by setting up a new Zap with a webhook: 1. Create a new zap by clicking the red **Make a Zap!**[![zapier webhook](https://automatorplugin.com/wp-content/uploads/2018/09/zapier_webhooks.png)](https://automatorplugin.com/wp-content/uploads/2018/09/zapier_webhooks.png) 2. Find and click the **Webhooks** icon in the *Built-in Apps* section. 3. Choose **Catch Hook** to tell Zapier to wait for communications from Uncanny Automator, then click **Save + Continue**. 4. Leave the *Pick off a Child Key* option blank for now; click **Continue.** 5. Zapier will now show you a URL that we’ll need over in your Automator Recipe. Copy that URL and keep it in your clipboard. Keep the Zapier window open and switch back to WordPress in another tab or window. ### Create an Automator Recipe Create your Automator recipe next: 1. Create your new Automator recipe and add **Zapier** as an action. Choose *Send data to Zapier webhook*. 2. Click the **webhook** box in the action to set the webhook parameters. 3. In the **URL** field, paste the URL you copied over from Zapier. ![](https://automatorplugin.com/wp-content/uploads/2018/09/Zapier_Webhook.jpg) 4. Leave the **Request method** as default (POST). 5. If you want to change **Data format**, select it from the dropdown. Otherwise, leave this as default (JSON). 6. If you want to pass **Headers** to Zapier, add them as *Key* and *Value* pairs. Otherwise, leave this as default. 7. If you want to pass data from WordPress to Zapier, enter match *Key* and *Value* fields in the **Body** section. Think of a Key as a label for the value. 1. Enter a text label in the Key field first. 2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the **\*** symbol to the right of the value. You’ll see drop-down lists for *common* tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user\_firstname}}”. Make sure that you do not make any changes to the token format. 8. If you want to pass ***nested*** data from WordPress to Zapier, enter *Keys* as a parent/child pair, separated by forward-slash / in the **Body** section. Ensure that **Data format** is set to *JSON*. 9. If you want to preview your outgoing data, click *Check data format.* 10. If you want to send a test webhook, click *Send test*. 11. **Save** the action. Now switch the action from *Draft* to *Live.* Don’t forget to set your triggers and the recipe to live as well. ### Set up the webhook in Zapier Finish setting up the webhook in Zapier: 1. If you switch back to Zapier you should see a new sample in your zap. This means your test worked! If you don’t see the sample or you didn’t perform testing in #6 above, you won’t see a sample. Samples are helpful though if you did pass over keys and values. Click **Continue**.[![Zapier email preview](https://automatorplugin.com/wp-content/uploads/2018/09/Zapier_Email_Preview-300x159.png)](https://automatorplugin.com/wp-content/uploads/2018/09/Zapier_Email_Preview.png) 2. Now that the trigger has been set up and is working, you need to choose a Zapier action. Choose any action app from the Zapier list. 3. The next steps depend on what app you used. If you previously set keys and values over on the WordPress side, you can click the icons to the right of Zapier fields to choose the data you passed from WordPress. 4. Click **Continue** after defining all parameters for the action. 5. Complete the final test Zapier recommends or skip it. 6. **Finish** the zap, name it, and then turn your Zap on. And that’s it! You now have a recipe that triggers an action in Zapier. It is unfortunately a lot of steps to set up, but the end result is an extremely powerful way to connect your WordPress site with other apps. **Article Categories:** Special Actions --- ### [Integrately](https://automatorplugin.com/knowledge-base/integrately/) **Published:** January 20, 2022 **Author:** Ryan Moore **Content:** Sending records from WordPress to [Integrately](https://integrately.com/) to trigger automations requires a few simple steps to get started. We need to create an automation in Integrately first, then set up an Automator recipe, perform a test, then take everything live. ### Create an Automation To begin, make sure you have an [Integrately](https://integrately.com/) account. Then you’ll want to start by setting up a new automation with the Integrately wizard. 1. Create a new automation by searching for and selecting Uncanny Automator from within your Integrately account.[![Connect Integrately to Automator](https://automatorplugin.com/wp-content/uploads/2022/01/Integrately_connection.png)](https://automatorplugin.com/wp-content/uploads/2022/01/Integrately_connection.png) 2. After selecting Uncanny Automator, choose an app to connect to, followed by the **Activate** button next to the automation type you want to set up. 3. Integrately will now show a URL for use in your Automator recipe. Copy that URL and keep it in your clipboard. Keep the Integrately window open and switch back to WordPress in another tab or window. [![](https://automatorplugin.com/wp-content/uploads/2022/01/Integrately_webhook.png)](https://automatorplugin.com/wp-content/uploads/2022/01/Integrately_webhook.png) ### Create an Automator Recipe Create your Automator recipe next: 1. Create your new Automator recipe and add **Integrately** as an action. Choose *Send data to Integrately webhook*. 2. Click the **webhook** box in the action to set the webhook parameters. 3. In the **URL** field, paste the URL you copied over from Integrately. This goes in the top field in the screenshot below. [![Integrately Action](https://automatorplugin.com/wp-content/uploads/2022/01/Integrately-Action.png)](https://automatorplugin.com/wp-content/uploads/2022/01/Integrately-Action.png) 4. If you know what **Request method** Integrately requires, select it from the dropdown. Otherwise, leave this as default (POST). 5. If you know what **Headers** Integrately requires, add them as *Key* and *Value* pairs. Otherwise, leave this as default. 6. If you want to pass data from WordPress to Integrately, enter match *Key* and *Value* fields in the **Body** section. Think of a Key as a label for the value. 1. Enter a text label in the Key field first. 2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the **\*** symbol to the right of the value. You’ll see drop-down lists for *common* tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user\_firstname}}”. Make sure that you do not make any changes to the token format. 7. If you want to preview your outgoing data, click *Check data format.* 8. If you want to send a test webhook to Integrately, click *Send test*. 9. **Save** the action. Now switch the action from *Draft* to *Live.* Don’t forget to set your triggers and the recipe to live as well. ### Set up the webhook in Integrately Finish setting up the webhook in Integrately: 1. Switch back to Integrately and click the **I have set this URL in Uncanny Automator** button. 2. In the Automator recipe, click the **Send test** button to pass webhook data to Integrately. 3. Assuming it works, Integrately will confirm receipt of sample data and you can finish setting up the rest of the automation on the Integrately side. And that’s it! You now have a recipe that triggers an action in Integrately. **Article Categories:** Special Actions --- ### [OptinMonster Triggers](https://automatorplugin.com/knowledge-base/optinmonster-triggers/) **Published:** January 26, 2022 **Author:** Ryan Moore **Content:** [Uncanny Automator Pro](https://automatorplugin.com/pricing/) supports both incoming webhooks specifically for [OptinMonster](https://automatorplugin.com/integration/optinmonster/), facilitating an easy way to pass lead data to your favourite plugins and apps. ### Create an Uncanny Automator recipe To use the OptinMonster webhook trigger, you’ll need to create a Recipe for Everyone, since a webhook can be passed anonymously and the trigger does not require that a user is signed in. After selecting **OptinMonster** as the integration and the **Receive data from OptinMonster webhook** as the trigger, the recipe will populate with the trigger details. The trigger provides a webhook URL for you to copy and paste in OptinMonster to allow lead data to be passed into WordPress. [![OptinMonster Trigger](https://automatorplugin.com/wp-content/uploads/2022/01/OptinMonster_Trigger-1.png)](https://automatorplugin.com/wp-content/uploads/2022/01/OptinMonster_Trigger-1.png) ### Configure the OptinMonster Webhook integration Over on the OptinMonster side, we’ll need to start by setting up the webhook integration to the Automator recipe. After signing into your OptinMonster account, click your account name on the Campaign Dashboard (in the top right) and choose *Integrations* from the menu. In the list of integrations, look for the *Webhook* option and click **Add.** Your page will look like this: [![OptinMonster Webhook](https://automatorplugin.com/wp-content/uploads/2022/01/OptinMonster_Webhook.png)](https://automatorplugin.com/wp-content/uploads/2022/01/OptinMonster_Webhook.png) Add an account name first. Keep in mind that you will need to set up a webhook like this for every recipe you have that uses an OptinMonster webhook, so make sure the name is specific and descriptive. In the *Webhook URL field*, paste in the webhook URL that was generated in the recipe above inside Uncanny Automator. Once that’s pasted, click the **Get Samples** back in your Uncanny Automator recipe trigger. Switch back to OptinMonster and click the **Connect to Webhook** button. If the webhook test is successful, Automator will show sample data and OptinMonster will add the webhook integration so that it’s available in your campaigns. ### Set up the Automator trigger The data in a webhook is organized into *key/value* pairs. The *key* describes what the *value* is. Here’s an example of data you might receive from a webhook, organized into key/value pairs: [![OptinMonster Sample Data](https://automatorplugin.com/wp-content/uploads/2022/01/OptinMonster_Sample_Webhook.png)](https://automatorplugin.com/wp-content/uploads/2022/01/OptinMonster_Sample_Webhook.png) Now that you have sample data from OptinMonster, you can click **Use these fields** to populate the expect fields in the trigger. If everything looks good, you can go ahead and click **Save** for the recipe. This will make the trigger live. ### Add the Webhook to a campaign Now that the webhook integration has been set up, it’s time create or edit a campaign in OptinMonster. Inside the campaign builder, look for the **Integrations** menu at the top of the page and click it. On the left side of the page, click the **Add New Integration** button. Choose **Webhook** as the *Email Provider* and choose the specific webhook name you used earlier in the *Email Provider Account* drop-down list. Click **Connect to Webhook**. No other settings are needed, but you can review Lead Options in case you want to make any changes. Now that everything is set up on the OptinMonster side and the recipe has the trigger set up, go ahead and add your actions, then you can take the recipe live and start testing. **Article Categories:** Special Triggers --- ### [Popup Maker](https://automatorplugin.com/knowledge-base/working-with-popup-maker-actions/) **Published:** November 7, 2018 **Author:** Ryan Moore **Content:** *Show a popup to user* works by disabling a regular popup from Popup Maker until all the triggers of the associated recipe are complete. Once the triggers are complete, Uncanny Automator re-enables the popup. This is an indirect way of implementing the action since instead of only loading the popup when the triggers are complete, the popup is loaded everywhere but is kept disabled until the recipe is complete. Once the recipe is over, the popup is disabled again until the recipe is run again to re-enable it. So, it is extremely important to make sure that the popup doesn’t have any auto-hiding or cookie added, since that will interfere with the action. Popups can also not be displayed based on Javascript trigger completions, like a quiz results page in LearnDash. To begin, make sure you have Popup Maker installed. Then you’ll want to start by creating your popup. ### Step 1 – Creating the Popup 1. If you’re not familiar with Popup Maker, refer to very comprehensive [Popup Maker documentation](https://docs.wppopupmaker.com/) and create a popup. ### Step 2 – Creating the Automator recipe ![](https://automatorplugin.com/wp-content/uploads/2018/11/Screenshot-from-2021-07-23-21-54-33.png) 1. Create your new Automator recipe and give it a title. 2. Add the desired triggers that will show the popup to the user. 3. Create new *Popup Maker* action. Choose *Show a popup.* 4. Click the *Popup* box in the action and choose the popup you created in Step 1. 5. Save the Popup Maker action. This will automatically add a new *trigger* to your *popup.* 6. Switch your trigger(s) and action(s) to live, and the recipe as well. And that’s it! You now have a recipe that will show a popup to the user on completion. **Article Categories:** Special Actions --- ### [Managing Actions](https://automatorplugin.com/knowledge-base/managing-actions/) **Published:** June 25, 2018 **Author:** Ryan Moore **Content:** An “action” is the output of an Uncanny Automator recipe. It’s what the plugin does after the trigger conditions have been satisfied. An action might include anything from sending an email to setting a tag in Infusionsoft to enrolling a user in a remedial course on an educational website. ## Watch a Video Demo ## Adding Actions to your Recipe [![Choose a Recipe Integration](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_an_Integration_for_a_Recipe_Action.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_an_Integration_for_a_Recipe_Action.png) To get started with a new action, choose the plugin that includes an action you want to trigger. If you want to send an email or perform another system task not associated with a plugin, choose **WordPress**. The integrations that are listed here will be different depending on what plugins Automator detects are installed (by plugin folder) and by whether or not the Pro version of the plugin is enabled. [![Choose a Recipe Action](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_a_Recipe_Action.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Choose_a_Recipe_Action.png) After choosing a plugin, a list of available actions for that integration is displayed. Choose the action here that you want to execute after the trigger conditions are met. Any text in blue indicates that a variable needs to be populated in the next step (and in the case of emails being sent, a lot of conditions must be set). These blue values are called “tokens” and are explained more in the next section. [![Set a Recipe Condition](https://automatorplugin.com/wp-content/uploads/2018/06/Set_a_Recipe_Condition.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Set_a_Recipe_Condition.png) After choosing an action, any required conditions or variables can be set. If a value is needed, it will be displayed in a blue box in the action line. Click the blue box and enter appropriate values. [![Available tokens for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2018/06/Available_tokens.png)](https://automatorplugin.com/wp-content/uploads/2018/06/Available_tokens.png) ## Using tokens in actions Some actions include the ability retrieve personal details and other variables from the WordPress database. We call these variables “tokens” in the Automator plugin. In the example above, you can see how the email fields can optionally include things like the admin email address for the site or the user’s email address. Since you will want to personalize recipes and the user experience across the site, these tokens allow significant customizations in your recipes and ensure that recipes are very flexible. Using tokens is highly recommended for emails in particular. The list of available tokens depends on what triggers are included in a recipe. If the recipe includes a form submission as a trigger, for example, we make tokens available for things like the form name and the contents of form fields. This allows you to pass data from triggers into actions, like including a user’s job title that was captured in a registration form available in an email sent to the site admin about a new user. **Article Categories:** Getting Started --- ### [Post meta tokens](https://automatorplugin.com/knowledge-base/post-meta-tokens/) **Published:** December 2, 2021 **Author:** Ken Young **Content:** Post meta tokens enable you to retrieve a post meta value by specifying a post ID and post meta key. This lets you access information stored in your post meta fields, such as course data, product data, order data and more, and use this information in actions to create powerful automations. To access the token, search tokens for “post meta” or click Advanced and select *Post meta*: ![](https://automatorplugin.com/wp-content/uploads/2021/12/retrieve_post_meta.png) You’ll see a modal dialog that lets you specify which post to retrieve the data from and which meta key contains the data you want to use in your automation: ![Post Meta Tokens](https://automatorplugin.com/wp-content/uploads/2021/12/Post_Meta_Tokens_for_Automator.png) You can even use a token to select a post or a meta key, which lets you dynamically choose which post and meta key to retrieve data from based on a trigger in the recipe. For example, when a user completes a course, you can use the post meta token to retrieve any meta data from the course that was completed which, depending on the LMS plugin you have installed, may include things like the course’s start date, information about the instructor and more. This token can also retrieve simple non-hierarchical data from ACF fields. You simply need to enter the name of the meta key that stores the ACF field data into the Meta key field. **Article Categories:** Special Tokens --- ### [Create a registration form with Contact Form 7](https://automatorplugin.com/knowledge-base/create-a-registration-form-with-contact-form-7/) **Published:** May 8, 2020 **Author:** Mark Chaves **Content:** Apart from your homepage, the contact form is the most essential piece of your website. How else can people reach out to you after landing on your site? When it comes to less is more, [Contact Form 7](https://automatorplugin.com/integration/contact-form-7/) takes the cake. CF7 is a minimalist form builder and it’s free. With its phenomenal [number of downloads](https://wordpress.org/plugins/contact-form-7/) (5+ million), it is the most popular contact form plugin. In this article, you’ll learn how to use the [Uncanny Automator Pro](https://automatorplugin.com/pricing/) plugin to create a user registration form with Contact Form 7. ## Before starting Creating a registration form requires a recipe that can add a new WordPress user. This feature is available on the Pro, Business, and Unlimited [pricing plans](https://automatorplugin.com/pricing/). If you need to brush up on Uncanny Automator terminology, please read about [recipes](https://automatorplugin.com/knowledge-base/recipes/), [triggers](https://automatorplugin.com/knowledge-base/what-is-a-trigger/), and [actions](https://automatorplugin.com/knowledge-base/actions/). There are two parts to the process. The first part is to build our form so we can gather the registration input. The second is to make our recipe (triggers and actions) that will register the user in WordPress. ## Build the form 1\. From your /wp-admin/ dashboard, navigate to **Contact** > **Add New**. ![Contact Form 7 Add New](https://automatorplugin.com/wp-content/uploads/2020/05/automator-cf7-add-new-454w.png) 2\. On the **Add New Contact Form** page, name the form “CF7 – Simple Registration Form”. 3\. In the **Form** editor tab, replace the default **Your Name** field with two fields: a **First Name** field and a **Last Name** field. 4\. Keep the **Your Email** field. 5\. Delete the **Subject** and the **Your Message** fields. 6\. Change the submit button to “Register”. Your form should look similar to this. ![Contact Form 7 Form Editor](https://automatorplugin.com/wp-content/uploads/2020/05/automator-cf7-edit-simple-registration-form-793w.png) 7\. Click **Save** to save your changes. Now that you have a form, we can add it to a page using the shortcode. Then, we’ll see something like this. ![Contact Form 7 Completed](https://automatorplugin.com/wp-content/uploads/2020/05/automator-cf7-simple-registration-form-793w.png) Nice work! We’re ready to move on to the second part. ## Create the recipe 1\. From your wp-admin dashboard, navigate to Uncanny **Automator** > **Add New**. ![Uncanny Automator v2.1.4 add new recipe](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-new-v214-277w.png) 2\. Select **Everyone** for the recipe type. This needs to be a recipe for everyone because we want to create a new WordPress user. Logged-in users cannot create new users. 3\. Click **Confirm.** ![Uncanny Automator everyone recipe type selected](https://automatorplugin.com/wp-content/uploads/2021/09/Uncanny-Automator-everyone-recipe-type-selected.png) Learn more about [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/). 4\. Name your recipe “Simple registration form using CF7”. 5\. Select **Contact Form 7** for the integration. ![Automator CF7 trigger selection](https://automatorplugin.com/wp-content/uploads/2021/12/Automator-CF7-trigger-selection.png) Note: We can only have one trigger for a recipe for everyone. 6\. For the trigger, select **A form is submitted**. ![Automator Contact Form 7 trigger](https://automatorplugin.com/wp-content/uploads/2021/12/Automator-Contact-Form-7-trigger.png) 7\. For the form, choose our **CF7 – Simple Registration Form** that we made in part 1. ![Automator Contact Form 7 trigger](https://automatorplugin.com/wp-content/uploads/2021/12/automator-recipe-anonymous-trigger-cf7-selection.png) 8\. Click **Save**. Remember to create a page to add the shortcode of your Contact Form 7 form. 9\. Next, click on **Add action** next to the lightning bolt icon. ![Automator add action lightning bolt icon](https://automatorplugin.com/wp-content/uploads/2021/12/automator-recipe-add-action.png) A set of available integrations will be displayed. We’re going to have WordPress handle this. 10\. Select **WordPress** from the set of integrations. ![Automator WordPress action selected](https://automatorplugin.com/wp-content/uploads/2021/12/automator-recipe-action-integration-wordpress-selected.png) 11\. In the dropdown, select **Send an email**. We’ll get another form to fill-out. This time it’s an email template. 12\. Keep the **From** and **From name** at the top. For the **To** field, we want to select the user email token; to do that, click on the asterisk icon (\*) on the right-hand side of the To field. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) This is the token selector. Tokens act like handles to the data in the form. Tokens will get filled-in later with actual values when the form is submitted. Next, click on **Common** and select **User email**. ![Uncanny Automator User email token](https://automatorplugin.com/wp-content/uploads/2021/12/select-user-email-on-token-selector.png) You will notice a popup informing us that we need to select a new or existing user from which the data will come. Click on **Set user data**. ![Uncanny Automator User data](https://automatorplugin.com/wp-content/uploads/2021/12/set-user-data-modal.png) 13\. Next, select **New User**. ![New user selection action for Uncanny Automator recipe](https://automatorplugin.com/wp-content/uploads/2021/12/user-selector-new-user.png) You should now see a form displaying the standard WordPress user account fields: first name, last name, email, username, display name, password, and roles. For the first four fields, we want to grab the data from our CF7 form. Let’s do the first name together. 14\. Click on the asterisk icon (\*) on the right-hand side of the **First name** field. ![Uncanny Automator field token selector](https://automatorplugin.com/wp-content/uploads/2020/05/automator-recipe-token-selector-424w.png) The **First name** field for our new user, we want the **First Name** token from our CF7 form. 15\. Select **CF7 – Simple Registration Form** that’s highlighted in blue. 16\. From the dropdown menu, click on **First Name**. You’ll see the first name token appear in the text field above. ![First name for Contact Form 7](https://automatorplugin.com/wp-content/uploads/2021/12/first-name-contact-form-7-token.png) Follow the same steps for the **Last name** and **Email** fields except you’ll want to select the corresponding token for each. For example, choose the **Last Name** token for the **Last name field** and **Your Email** token for the **Email field**. For a username, we can use the email address provided in the form. 17\. For the **Username** field, select **Your Email** token. 18\. Leave the **Display name** blank. For the password, we want the user to reset it before logging in for the first time. We’ll get to that in a bit. 19\. Leave the **Password** field blank too. 20\. Keep the default **Subscriber** selected for the **Role** field. 21\. Click **No** for the **Log the new user in?** field. 22\. Click **Do nothing** for the **What to do if the user already exists** field. 23\. Click **Save**. When you’re done, your new user data form should look like this. ![Automator recipe set user completed](https://automatorplugin.com/wp-content/uploads/2021/12/automator-recipe-anonymous-cf7-set-user-completed.png) 24\. Under the **user data** section, click on **email address**. ![Automator WordPress action](https://automatorplugin.com/wp-content/uploads/2021/12/select-email-address-action-wordpress-integration.png) 25\. Select the **User email** token again for the **To** field. ![Automator WordPress action User email token](https://automatorplugin.com/wp-content/uploads/2021/12/user-email-token-wordpress-integration.png) 26\. Add your **Subject**. 27\. Compose your message. For the **Body** section, the text editor can include a customized message, along with tokens from coming from the triggers of WordPress Core and Contact Forms 7. Tokens can be inserted from dropdown choices from the asterisk icon (\*) on the right side. In this recipe, the tokens are categorized into **Common** fields from WordPress Core, and those specific to Contact Form 7. 28\. Click **Save**. ![Automator WordPress email action completed](https://automatorplugin.com/wp-content/uploads/2021/12/send-email-wordpress-integration.png) Our last step is to make our recipe Live. 29\. Click on the Draft toggle to make the recipe Live; it’s located in the right sidebar under the **Recipe** details. ![Uncanny Automator completed anonymous recipe for using CF7 as a registration form](https://automatorplugin.com/wp-content/uploads/2021/12/automator-recipe-anonymous-cf7-simple-completed.png) Congratulations! You now have a user registration form that will: - Create a new WordPress account. - Send a personalized confirmation. - Provide a password reset link. ## Summary Here are the important things we covered: 1. Creating a simple CF7 form that takes a **First Name**, **Last Name**, and **Email**. 2. Creating a recipe for everyone in Uncanny Automator that’s *triggered* when the CF7 form is submitted. 3. Setting up the recipe *action* to automatically create a new WordPress user. 4. Crafting a custom email autoresponder that sends the account details to the new user. This is just a simple yet powerful demonstration of how Uncanny Automator can supercharge your contact form. Check out our in-depth blog post on [creating registration forms](https://automatorplugin.com/create-registration-forms-with-free-forms-plugins/) with free form plugins to learn more. ## Next steps Once the basic user registration form is in place, you can add [additional actions](https://automatorplugin.com/all-triggers-and-actions/) to the recipe and even add extra fields to the form to capture additional details for the user. Using the [Set user meta WordPress action](https://automatorplugin.com/integration/wordpress-core/), you can add form data directly to the user’s WordPress profile. **Article Categories:** Registering Users --- ### [Usage Tracking](https://automatorplugin.com/knowledge-base/usage-tracking/) **Published:** September 30, 2021 **Author:** Ken Young **Content:** Usage tracking is **optional** and helps our team to better understand our users and their automation needs by looking at a range of variables in Uncanny Automator, WordPress, and the web hosting environment. This information allows us to continuously improve our product as well as our Q&A / testing process. In this article, we’ve shared the details that Uncanny Automator collects through usage tracking. ### Uncanny Automator - **License Details:** For paid license holders of Uncanny Automator. - **Integration, Trigger and Action Statistics:** Being able to see what integrations, triggers and actions are most popular lets us focus our development efforts on features that will benefit the most users. Consequently, enabling usage tracking on your site effectively adds a “vote” for all of the plugins installed on your site. Additional stats such as the average number of triggers/actions per recipe help us make sure our UI/UX is optimized for what are users are doing with the plugin. *We only count the aggregate number of times triggers and actions are used in recipes; we do not collect specific recipe data (such as the options selected in triggers or actions) or any data that passes through recipes.* - **Plugin Settings:** As we strive to add features, this allows us to determine which new settings or areas are getting used most frequently (as well as which settings are not used much). ### WordPress - **Version**: WordPress version helps us make sure our features and updates get thoroughly tested on versions that closely match our customers’ site environments. - **Active Theme/Plugins:** This information lets us make sure more heavily used themes and plugins are given extra attention during testing and work seamlessly with each update to Uncanny Automator. - **Locale:** We want Uncanny Automator to be accessible to everyone, and knowing the site’s locale helps us focus our translation efforts. - **Timezone:** We have users across the globe, so knowing the densities within various time zones helps us provide the best support coverage possible. - **Multisite:** If a site is a multisite network, knowing the sub-site count helps us ensure Uncanny Automator scales properly for large networks. - **User count**: Understanding how many users are on the majority of sites helps us build solutions that scale to meet the needs of our customers. ### Web Server - **PHP and MySQL versions and settings:** These details help us make sure our testing procedures have proper coverage to avoid compatibility issues. - **Server Software:** This reports if the web server software is Apache, Nginx, or similar, which is used for testing purposes. ### Frequently Asked Questions **How do I opt into (or out of) usage tracking?** The answer to this question depends on whether you’re using the paid or free version of Uncanny Automator. If you’re using the free version of Uncanny Automator you must opt-in to enable usage tracking. This is **voluntary**, not forced, and does not affect use of the plugin. To enable usage tracking so that our team can keep making our product better, please go to **Automator > Settings**. On this screen, you’ll need to check the **Allow Usage Tracking** checkbox. If you have a paid Uncanny Automator license, then you will be opted in to usage tracking by default. To disable this, please [reach out to support](https://automatorplugin.com/my-account/tickets/) and they will happily help out. **Article Categories:** Key Resources --- ### [Advanced Custom Fields](https://automatorplugin.com/knowledge-base/advanced-custom-fields/) **Published:** October 28, 2021 **Author:** Ken Young **Content:** The Advanced Custom Fields integration enables you to automate processes on your WordPress site when using Advanced Custom Fields for custom functionality. ### Trigger: A field is updated on a post This trigger fires whenever an ACF field is updated on a specific post, or all posts of a specific type. ![](https://automatorplugin.com/wp-content/uploads/2021/10/ACF-field-changes-for-Automator-1.png) When selecting all posts of a specific type, all ACF fields defined for posts of that type are available for selection. When selecting a specific post, the available fields are narrowed further based on the fields available in that specific post. **Note**: This trigger will only fire when an existing value is changed. When the first value is populated into an empty field, the trigger does not fire, as ACF does not call the same hook. More triggers and deeper integration are in the works, so stay tuned! **Article Categories:** Special Triggers --- ### [Recipes for Everyone](https://automatorplugin.com/knowledge-base/anonymous-recipes/) **Published:** December 2, 2019 **Author:** Ryan Moore **Content:** Uncanny Automator recipes can be initiated by users that are signed in to WordPress, users that are not logged in, or incoming data. When users are logged in, Automator knows who they are and we can always depend on user data being available. These types of recipes are called “logged-in recipes”, and because activity is tied to a WordPress account, Automator can do things like having multiple triggers in a recipe and allowing it to run a certain number of times per user. Many recipes, however, need to run for *everyone* on a site. These recipes run for anonymous users, users that are signed in, even situations where there is no associated user. From Automator versions 2.0 to 3.0, we called these “Anonymous Recipes”. Beginning in 3.1, with the introduction of userless recipes, we call them “Recipes for Everyone”. ### Recipes may or may not need user data When you create a new recipe for “Everyone”, you see a list of integrations and triggers that can run for anyone on the site, even if they’re not signed in. These may be different than triggers for “Logged-in” recipes, with more options generally be available to logged in users. Creating a recipe for everyone is the same as for logged in user, but some actions may require user data. If they do, we’ll tell you. See the screenshot below for an example. [![Some actions require user data](https://automatorplugin.com/wp-content/uploads/2019/12/Actions_require_user_data.png)](https://automatorplugin.com/wp-content/uploads/2019/12/Actions_require_user_data.png) If you choose a recipe that needs user data, Automator will automatically show you a user selector to capture it. **Please note that any recipes for everyone that can create users require the Pro version of Uncanny Automator.** ### Introducing the User Selector The *User Selector* available in Recipes for Everyone is what connects the trigger to actions on a specific user. It provides two possible functions: 1. Creating a new user 2. Selecting an existing user Once the user selector has created or selected a user, the recipe’s actions then are performed on that user. ![](https://automatorplugin.com/wp-content/uploads/2019/12/user-selector.png) The user selector opens up some powerful workflow possibilities, such as: - Taking a regular form (using any supported form integration including \[list with links\]) and converting it into a form that register a new user, then performs any number of actions on that user such as enrolling them in a LearnDash course, adding them to a BuddyPress group, emailing them a coupon code, etc. - Receiving data via a webhook from a service like Zapier, IFTTT, Integromat, or another site running Uncanny Automator that creates a new user or modifies an existing user. ### Creating a new user Select this option if you want completion of the recipe’s trigger to create a new user on which the recipe’s actions will be performed. You’ll see a form containing the standard WordPress profile fields: ![](https://automatorplugin.com/wp-content/uploads/2019/12/automate-new-user-wordpress.png) Use the token selector to populate the fields with data from the recipe’s trigger. ![](https://automatorplugin.com/wp-content/uploads/2019/12/new-user-tokens.png) If you don’t see any tokens, configure a trigger that will provide data for the new user, then come back to this field and select a token. **Note**: If you don’t populate the *Password* field, a random password will be stored and the user will need to reset their password to access the site. Use the *Send an email* action and include the *Reset Password Link* token to make this process seamless and secure. Once you’ve added data for the required fields and any desired optional fields, some triggers for everyone will give you the option of automatically logging the new user in. (Webhooks and other triggers that are not instantiated directly by the anonymous user on your site cannot log the user in.) Then decide what should happen if the user already exists. The two options are: - Select existing user – Perform the recipe’s actions on the existing user. - Do nothing – The recipe terminates and no actions are performed. ![](https://automatorplugin.com/wp-content/uploads/2019/12/new-user-if-user-exists.png) *Select existing user* provides an additional field that allows you to prioritize which user should be selected if two different existing users are found, one that matches the specified email and a different user that matches the specified username. Typically, this is a very rare case. ### Select an existing user Select this option if you want completion of the recipe’s trigger to select an existing user on which the recipe’s actions will be performed. You’ll see a form that lets you choose which unique field should be used to select an existing user; username or email: ![](https://automatorplugin.com/wp-content/uploads/2019/12/modify-existing-user-wordpress.png) Use the token selector to populate the field with data from the recipe’s trigger. If you don’t see any tokens, configure a trigger that will provide data to select an existing user, then come back to this field and select a token: ![](https://automatorplugin.com/wp-content/uploads/2019/12/select-existing-user-by-email.png) ### Multisite Considerations In a multisite environment, WordPress shares user information across network sites. This means that recipes for everyone *cannot* create a new user on one network site if that user already exists in the multisite network. There is a workaround, but instead of *creating* users, it requires updating users and adding new usermeta. **This workaround is recommended for developers only**. Suppose there are 2 sites in a network, and a user exists on Site A but needs to be set up and modified on Site B (both part of the same multisite network install). On Site A, an action would send webhook data about the user to Site B. On Site B, a recipe for everyone would include a trigger to receive webhook data from Site A. Then, in an action for that recipe, a key for “wp\_2\_capabilities” is needed (where “2” is the blog\_id of Site B) with a value of a:1:{s:10:”subscriber”;b:1;}. This assumes a subscriber role and can be modified by a developer for the appropriate context of the user that’s added. Then a “wp\_2\_user\_level” (where “2” is again the blog\_id) value of 0 is needed as a second pair for the usermeta update. See below for more details: ![Add user with Automator for multisite](https://automatorplugin.com/wp-content/uploads/2019/12/action_site_2.png) ### Actions Once a new user has been created or an existing user selected, the recipe executes the actions on the selected user, just like a *Logged-in* recipe. Learn more about [Managing Actions](https://automatorplugin.com/knowledge-base/managing-actions/). ### With great power comes great responsibility Recipes for everyone are very powerful and enable automation of user creation and modification by anyone, without authentication. Always think about who can access the trigger if the recipe is for everyone (if it’s tied to submission of a form) and how it could be potentially misused to create or modify users on your site. Questions to ask when setting up a recipe for everyone include: - Should anyone be able to access this form, or should only some users be allowed to perform the actions of the recipe, including creation or modification of users? - Should the form be indexable by search engines? - Should the page containing the form show up in the results when a user uses the search field on your website? If you’ve set up several forms that perform different actions, consider restricting access to the forms using your membership plugin or any other plugin that limits access to pages based on your desired criteria. **Article Categories:** Getting Started --- ### [Developer Resources](https://automatorplugin.com/knowledge-base/developer-resources/) **Published:** May 20, 2021 **Author:** Ryan Moore **Content:** We’re excited to have you extend Automator with your own plugins and integrations! To get started, visit our [Uncanny Automator Developer Resources](https://developer.automatorplugin.com/) website. Sign up for the mailing list and join the Automator developer Slack channel if you’re building a public plugin! We also have an [Automator Code Reference website](https://docs.automatorplugin.com/). **Article Categories:** Key Resources --- ### [Scheduled Actions](https://automatorplugin.com/knowledge-base/scheduled-actions/) **Published:** May 20, 2021 **Author:** Ryan Moore **Content:** Introduced in Uncanny Automator Pro 3.0, delayed and scheduled actions allow you to choose exactly when an action will run. Perhaps you want it to run 5 minutes after triggers are completed for a user, a year later or on a specific calendar date. To add a delay or schedule to an action, hover over the action and look for a **Delay** button on the right side of the action. [![Automator Delay button](https://automatorplugin.com/wp-content/uploads/2021/05/Automator_Delay_button.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Automator_Delay_button.png) Clicking the button will pop up a model to choose whether to add a **Delay** or a **Schedule** to your action. A *Delay* postpones the action from running until a period of time has elapsed since the triggers have all been completed for the user. If the delay were set for 6 months, and a user completed the recipe triggers on June 25, then the action would run on December 25 for the user. Choosing *Schedule*, on the other hand, defines on what date and time an action will run. Suppose a Schedule was set for November 12 at 9 AM. User A completes the triggers on June 25, and User B completes the trigger on November 1. The action for both will run on November 12. [![Delayed and scheduled Automator actions](https://automatorplugin.com/wp-content/uploads/2021/05/Delayed_and_scheduled_Automator_actions.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Delayed_and_scheduled_Automator_actions.png) **Important:** If a scheduled date has passed when a user meets the trigger conditions, the scheduled action runs *immediately*. In other words, suppose an action is scheduled to run on July 10, 2022. A user completes the triggers on August 10, 2022. Since the scheduled date is in the past, the action will not be delayed and will run immediately. ## Cancelling delayed and scheduled actions There will be times when actions are queued but you no longer want them to go out. Fortunately, you can cancel them at any time. To do so, visit your **Action log** in the Automator menu and look for your actions with a “Scheduled” status. Next to the status value is a “(cancel)” link. Click that to stop the action from running. Please note that cancelled actions cannot currently be restored. [![Cancel a scheduled action](https://automatorplugin.com/wp-content/uploads/2021/05/Cancel_a_scheduled_action.png)](https://automatorplugin.com/wp-content/uploads/2021/05/Cancel_a_scheduled_action.png) **Article Categories:** Getting Started --- ### [Twilio](https://automatorplugin.com/knowledge-base/twilio/) **Published:** April 28, 2021 **Author:** Ryan Moore **Content:** Twilio is a popular provider of messaging solutions, and in the context of Uncanny Automator, it means you can send SMS notifications directly in your recipes. You don’t have to route messages through a third party, you don’t need extra plugins, adding Twilio means you can send text messages to users and admins for almost any WordPress interaction. ## Before starting Here’s what you need before we dive into the tutorial: - [Uncanny Automator Pro](https://automatorplugin.com/pricing/). - A [paid](https://www.twilio.com/try-twilio) twilio plan. ## How to set up a Twilio integration Connecting to twilio requires setting up a phone number and API key in your twilio account. If you are using a trial version of twilio, a trial phone number is fine. 1\. After signing in to your twilio account, visit the [twilio dashboard](https://www.twilio.com/console). 2\. If you don’t yet have a number in twilio from which to send SMS messages, click **Get a Trial Number**. You can also purchase a number. Make sure the number you generate supports sending SMS messages. Once you have a number for sending text messages, make a note of what it is. [![Set up a twilio phone number](https://automatorplugin.com/wp-content/uploads/2020/07/Twilio_Cloud_Communications___Web_Service_API_for_building_Voice_and_SMS_Applications.png)](https://automatorplugin.com/wp-content/uploads/2020/07/Twilio_Cloud_Communications___Web_Service_API_for_building_Voice_and_SMS_Applications.png) 3\. Open the twilio dashboard again and look for the *Account SID* and *Auth Token* fields. You will likely have to **show** the Auth Token. [![](https://automatorplugin.com/wp-content/uploads/2020/07/twilio_Account_SID_and_Auth_Token.png)](https://automatorplugin.com/wp-content/uploads/2020/07/twilio_Account_SID_and_Auth_Token.png) 4\. Return to **Automator > Settings** and the **Twilio** tab inside your WordPress site as an admin. 5\. Paste the Account SID, Auth Token and Twilio number from the twilio console into WordPress. 6\. Click **Save API details**. [![Twilio settings for Uncanny Automator](https://automatorplugin.com/wp-content/uploads/2020/07/Twilio_for_Automator-1.png)](https://automatorplugin.com/wp-content/uploads/2020/07/Twilio_for_Automator-1.png) ## Sending SMS messages with Automator Once twilio details have been entered and saved, Automator recipes will have a new twilio action available to send SMS messages. To send messages to a number, choose the action, enter phone numbers in the **To** field and enter a message **Body**. Multiple numbers can be separated by commas. Remember that tokens can be included in the To field, so if the SMS message will be sent after a purchase, you can look up the user’s phone number (if it’s entered on the checkout page) by expanding the tokens under the trigger listing and choosing *Billing phone*. [![WooCommerce billing phone number](https://automatorplugin.com/wp-content/uploads/2020/07/Billing_phone_number.png)](https://automatorplugin.com/wp-content/uploads/2020/07/Billing_phone_number.png) If your triggers do not include ecommerce transactions, you can still look up user phone numbers if you know the User meta key that’s used. (Because WordPress doesn’t normally capture a phone number, we can’t make a default token available for phone number as it will vary depending on what plugin you use to capture it.) **Article Categories:** Special Actions --- ### [Uncanny Continuing Education Credits](https://automatorplugin.com/knowledge-base/uncanny-continuing-education-credits/) **Published:** March 5, 2021 **Author:** Ryan Moore **Content:** The [Uncanny Continuing Education Credits plugin](https://www.uncannyowl.com/downloads/uncanny-continuing-education-credits/) makes it easy to track credits for almost anything at all when paired with Uncanny Automator. While it is typically used with [LearnDash](https://www.uncannyowl.com/share/learndash/), that LMS plugin *is not* required and the plugin can be used to track credits for [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/), [Lifter LMS](https://automatorplugin.com/integration/lifterlms/), or really anything at all. Creating new credit records in an action requires that the following fields be populated: - Date - Description - Number of Credits to award Refer to the image below for more details: ![Uncanny CEUs and Automator](https://automatorplugin.com/wp-content/uploads/2021/03/Uncanny_CEUs_and_Automator.png) All 3 fields must be populated with valid records or the recipe will fail. In most cases, we *strongly* recommend using the Current Date token to populate todays date, otherwise it’s very important that the value passed in match the format that’s expected. Recipes should be set up to award a particular credit once only. Description values that are not unique or awarded multiple times will update the existing record with a matching name, or in some recipe situations, result in an error. **Article Categories:** Special Actions --- ### [WooCommerce](https://automatorplugin.com/knowledge-base/woocommerce/) **Published:** May 13, 2020 **Author:** Ken Young **Content:** ### Issues with *A user purchases a product* trigger If you’re having trouble getting the *A user purchases a product* trigger to fire, here are a few things to check: - Plugins that modify the WooCommerce checkout process. Plugins that intercept and modify the checkout process sometimes prevent Automator recipes from firing correctly. - Modifications to the post-checkout process. The *A user purchases a product trigger* relies on specific actions executed by WooCommerce post-purchase. If these actions are interrupted, your recipe may not fire. Try disabling any plugins or customizations that fire after an order is completed and see if that resolves the issue. If you’ve determined that a specific plugin is interfering with Automator recipe execution on your site and require that plugin for your site to function, please [reach out with details in a ticket](https://automatorplugin.com/my-account/tickets/). We’ll investigate whether it’s possible to support for that plugin to Automator. **Article Categories:** Integrations FAQ --- ### [Contact Form 7](https://automatorplugin.com/knowledge-base/contact-form-7/) **Published:** May 13, 2020 **Author:** Ken Young **Content:** ### Issues triggering logged-in recipes When attempting to use Contact Form 7 with a logged-in recipe, you may find that your recipe is not being triggered. This is because by default, Contact Form 7 submits all forms anonymously – even when submitted by users that are logged-in. To work around this and ensure your recipe will fire, you can set *subscribers\_only: true* on your form. This will ensure submitting the form triggers the logged-in recipe. Unfortunately, this also means anonymous (logged-out) users will not be able to submit the form; if you need anonymous users to be able to submit the form, you’ll need to create a separate version for them. More details about this setting can be found here: https://contactform7.com/additional-settings/ **Article Categories:** Integrations FAQ --- ## Changelogs ### [v7.7.1](https://automatorplugin.com/changelog/uncanny-automator-7-7-1/) **Published:** October 16, 2026 **Author:** Saad **Content:** **Fixed:** - Easy Digital Downloads – Resolved an issue where purchase and subscription triggers failed to run during checkout or webhook processing. #8864 - MailPoet – Add a subscriber to a list – Resolved an issue where the action could remain stuck on Waiting and fail to add subscribers to lists. #8846 - Mailchimp – Add the user to an audience – Selected groups are not applied to a new contact. #8844 - MemberPress – Resolved an issue where triggers failed to run when initiated by payment gateway webhooks or signup forms. #8854 **Under the hood:** - Core – Triggers can now declare their dispatcher to start before init, so events from plugins that finish and exit early are no longer missed. #8863 **Plugins:** Lite --- ### [v7.7.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-7-0/) **Published:** September 30, 2026 **Author:** Saad **Content:** **New Plugin Integrations:** - CartFlows #4279 - Eventin #4565 - Loginizer #4284 - Smush #4295 - Sucuri Security #4297 - WPCafe #4579 **New Triggers:** - CartFlows – An offer is accepted in a flow #4310 - CartFlows – An offer is rejected in a flow #4311 - Eventin – A user joins the waiting list for an event #4569 - Eventin – An order for an event is placed #4568 - Eventin – An order for an event is refunded #4567 - Formidable Forms – A user submits a row on a form in a repeater #4627 - LearnDash – A user is enrolled in a course via group enrollment #3575 - Smush – A PNG is converted to JPG #4383 - Smush – A bulk optimization completes #4379 - Smush – An image is resized #4380 - WPCafe – A food order is placed for a specific order mode #4586 - WPCafe – A reservation is deleted #4589 - WPCafe – A reservation is updated #4584 **New Actions:** - CartFlows – Add a product to a checkout step #4312 - CartFlows – Clone a step #4313 - Eventin – Create a coupon #4571 - Eventin – Create an event #4570 - Eventin – Send the user their ticket for an event #4572 - WPCafe – Cancel a reservation #4587 **New Conditions:** - CartFlows – A step is/is not a specific type #4315 - CartFlows – An order was/was not placed through a flow #4314 - Eventin – An event has/does not have tickets available #4575 - Eventin – An event is/is not a status #4574 - Eventin – The user has/does not have a ticket for an event #4573 - Eventin – The user’s order for an event has/does not have a status #4576 - Loginizer – An IP address is blacklisted #4344 - Loginizer – An IP address is whitelisted #4343 - Smush – An image’s compression level is/is not a level #4382 - Smush – An image’s compression savings meets a condition #4381 - Sucuri Security – A directory is hardened #4392 - Sucuri Security – The Sucuri API key is registered #4394 - Sucuri Security – The user has 2FA activated #4393 - WPCafe – An order is/is not an order mode #4588 - WPCafe – The user has/does not have a reservation at any time #4582 - WPCafe – The user has/does not have a reservation with a status #4585 **New Loop Filters:** - CartFlows – Orders placed through a flow #4316 - Eventin – A user has a ticket for an event #4577 - Eventin – A user is/is not checked in to an event #4578 - Smush – Optimized images #4384 - WPCafe – A user has a reservation with a status #4583 **Fixed:** - Schedule – Recurring triggers now maintain their configured run time across cycles and daylight saving time changes #4641 - Uncanny Automator – Change recipe status – Recipe dropdown now displays available recipes correctly #4538 - WishList Member – Membership level triggers now run against the correct user #4634 - WordPress / JetEngine – User triggers now attribute runs to the correct user #4631 - ARMember & Formidable Forms – Updated to the latest framework #4638 #4625 **Plugins:** Pro --- ### [v7.7.0](https://automatorplugin.com/changelog/uncanny-automator-7-7-0/) **Published:** September 30, 2026 **Author:** Saad **Content:** **New Integration:** - [CartFlows](https://automatorplugin.com/integration/cartflows/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7542 - [Eventin](https://automatorplugin.com/integration/eventin/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #8446 - [Loginizer](https://automatorplugin.com/integration/loginizer/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7548 - [Post SMTP](https://automatorplugin.com/integration/post-smtp/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7552 - [Smush](https://automatorplugin.com/integration/smush/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7559 - [Sucuri Security](https://automatorplugin.com/integration/sucuri-security/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7561 - [WPCafe](https://automatorplugin.com/integration/wpcafe/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #8449 **New Triggers:** - CartFlows – A checkout is completed in a flow #7582 - CartFlows – A product is purchased in a flow #7583 - Eventin – A user purchases a ticket for an event #8445 - Eventin – An attendee is checked in to an event #8443 - Eventin – An attendee is registered for an event #8444 - Eventin – An event is created #8441 - Eventin – An event is updated #8442 - Loginizer – A login attempt fails #7630 - Loginizer – A user logs in #7629 - Loginizer – A user registers via social login #7628 - Loginizer – A login is blocked #7631 - Post SMTP – An email fails to send via a transport #7648 - Post SMTP – An email is sent via a transport #7649 - Smush – An image is optimized #7676 - Smush – An image optimization is skipped #7675 - WPCafe – A reservation is cancelled #8452 - WPCafe – A reservation is made #8454 - WPCafe – A reservation’s status is changed to a status #8453 **New Actions:** - CartFlows – Create a flow #7584 - CartFlows – Create a step in a flow #7585 - Eventin – Add the user as an attendee to an event #8440 - Eventin – Check in an attendee #8448 - Eventin – Update the status of an order #8447 - Loginizer – Add an IP range to the blacklist #7627 - Loginizer – Add an IP range to the whitelist #7626 - Loginizer – Clear the failed login logs for an IP #7623 - Loginizer – Remove an IP address from the blacklist #7625 - Loginizer – Remove an IP from the whitelist #7624 - Smush – Optimize an image #7674 - Smush – Restore an image #7673 - Sucuri Security – Apply hardening to a directory #7666 - Sucuri Security – Log a security event #7664 - Sucuri Security – Remove hardening from a directory #7665 - Sucuri Security – Reset the user’s password #7663 - Sucuri Security – Run a malware scan #7667 - WPCafe – Create a reservation #8451 - WPCafe – Update the status of a reservation #8450 **Updated:** - Zoom Meetings & Webinar – Allow tokens in the meeting creation actions – date & time fields. #8548 **Fixed:** - Google Sheets – Improved error messages to provide more details when requests fail. #8550 - Mailchimp – Create and send a campaign – Preserved HTML formatting in campaign email content. #8534 - Uncanny Codes – Fixed code redemption triggers recording an incorrect user ID for logged-out redemptions. #8558 - Uncanny Groups – Group key triggers now record the correct user ID for logged-out redemptions. #8560 - Uncanny Tin Can – Module triggers now record the correct user when the learner is not the current user. #8562 - Uncanny Tin Can – Prevented unnecessary reporting queries when a module is not selected. #8552 - Uncanny Toolkit – User import triggers now attribute runs to the imported user instead of the importing administrator. #8564 **Under the hood:** - Core – Improved plugin installation checks on Windows. #8623 - Trigger Object – Added support for safely processing supported WordPress and WooCommerce objects in trigger loopbacks without object deserialization. #8667 - ARMember & Formidable Forms – Updated to the latest framework. #8578 #8556 **Plugins:** Lite --- ### [v7.6.1.1](https://automatorplugin.com/changelog/uncanny-automator-7-6-1-1/) **Published:** September 3, 2026 **Author:** Saad **Content:** **Fixed:** - LearnDash – Restored “Any” option handling across multiple triggers and dropdowns. #8514 - Memberium for Keap and SureCart – Fixed triggers and actions failing to run on frontend requests. #8523 - Uncanny Agent and Page Builder – Improved feature availability during temporary connection issues. #8501 **Plugins:** Lite --- ### [v7.6.1](https://automatorplugin.com/changelog/uncanny-automator-pro-7-6-1/) **Published:** September 3, 2026 **Author:** Saad **Content:** **Update:** - LearnDash – Mark a quiz complete for the user – Added an “All quizzes” option to mark all quizzes in a course, lesson, or topic #4616 **Fixed:** - Core – Prevented PHP deprecation notices when reading an empty license key #4590 - Formidable – A form is submitted with a specific value in a specific field – Prevented the trigger from firing on incomplete or abandoned entries #4601 - Hardened token processing across multiple integrations against unsafe serialized data #4598 - LearnDash – Multiple actions – Restored “All” option handling #4607 - MemberPress – Prevented an undefined array key warning when parsing Corporate Account tokens #4609 - Memberium for Keap, GravityKit, RafflePress, Code Snippets – Fixed demand-driven loading of helpers and AJAX handlers #4613 - Paid Memberships Pro – Fixed the admin membership level assignment trigger not firing due to an invalid capability check #4605 - Webhooks – Prevented PHP deprecation notices when incoming webhook payloads contain null values #4580 **Under the hood:** - Core – Removed deprecated WP Bitly integration #4604 **Plugins:** Pro --- ### [v7.6.1](https://automatorplugin.com/changelog/uncanny-automator-7-6-1/) **Published:** September 1, 2026 **Author:** Saad **Content:** **Updated:** - Fluent Forms – Added value and label tokens for choice fields, making selections more flexible. #8455 **Fixed:** - Formidable Forms – Restored the shared helpers instance to keep things running smoothly. #8518 - Formidable Forms – Submission triggers now ignore incomplete and abandoned entries. #8509 - Hardened PeepSo and related token processing against unsafe serialized data. #8505 - LearnDash – A user has completed X% of a course – Fixed “0f” to correctly display “% of”. #8516 - Page Builder – Removed the unnecessary “Reload editor” option from the Uncanny Agent notice. #8506 - Uncanny Agent – Strengthened security for legacy admin-AJAX requests. #8499 - WordPress – Create a post – Parent posts now appear in the dropdown instead of playing hide-and-seek. #8491 **Under the hood:** - Core – Removed unnecessary license API response logging for cleaner logs. #8495 **Plugins:** Lite --- ### [v7.6.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-6-0/) **Published:** August 26, 2026 **Author:** Saad **Content:** **New Plugin Integrations:** - All-in-One WP Migration #4276 - FluentBoards #4227 - FluentCart #4239 - Really Simple Security #4291 **New Triggers:** - All-in-One WP Migration – A site restore fails #4304 - All-in-One WP Migration – A site restore is completed #4305 - FluentBoards – A board’s title or description is updated #4228 - FluentBoards – A subtask is added to a task on a board #4229 - FluentCart – A user’s license for a product expires #4240 - FluentCart – A user’s license for a product is disabled #4242 - FluentCart – A user’s license for a product is renewed #4241 - FluentCart – A user’s license for a product is upgraded #4243 **New Actions:** - All-in-One WP Migration – Remove the label from a backup file #4303 - FluentBoards – Delete a task #4230 - FluentBoards – Remove a user from a task #4231 **New Conditions:** - FluentBoards – A task has a label #4237 - FluentBoards – A task has a priority #4232 - FluentBoards – A task has a status #4233 - FluentBoards – A task is assigned to a user #4236 - FluentBoards – A task is in a stage #4235 - FluentBoards – A task is on a board #4234 - FluentCart – A customer’s lifetime value meets a condition #4247 - FluentCart – A customer’s purchase count meets a condition #4246 - FluentCart – An order contains a product #4245 - FluentCart – An order’s total meets a condition #4244 - Really Simple Security – The user has/does not have two-factor authentication enabled #4350 **Update:** - Webhooks – Receive data from a webhook – Updated to the latest framework. #4529 **Fixed:** - Gravity Forms – Multiple triggers – Form title/ID tokens resolve incorrectly or empty. #4557 - Gravity Forms – Multiple triggers – List row and Entry deleted triggers were not firing after the switch to on-demand loading. #4563 **Plugins:** Pro --- ### [v7.6.0](https://automatorplugin.com/changelog/uncanny-automator-7-6-0/) **Published:** August 26, 2026 **Author:** Saad **Content:** **New Plugin Integrations:** - [All-in-One WP Migration](https://automatorplugin.com/integration/all-in-one-wp-migration/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7539 - [FluentBoards](https://automatorplugin.com/integration/fluentboards/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7479 - [FluentCart](https://automatorplugin.com/integration/fluentcart/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7494 - [Really Simple Security](https://automatorplugin.com/integration/really-simple-security/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7555 **New Triggers:** - All-in-One WP Migration – A backup file is deleted #7580 - All-in-One WP Migration – A site backup fails #7581 - All-in-One WP Migration – A site backup is created #7563 - FluentBoards – A board is created #7486 - FluentBoards – A comment is added to a task on a board #7483 - FluentBoards – A label is added to or removed from a task on a board #7485 - FluentBoards – A task is created on a board #7480 - FluentBoards – A task on a board is completed or reopened #7481 - FluentBoards – A task on a board’s due date is set or changed #7484 - FluentBoards – A user is assigned to a task on a board #7482 - FluentBoards – A user is unassigned from a task on a board #7487 - FluentCart – A user’s order changes to a status #7497 - FluentCart – A user’s order for a product is paid #7495 - FluentCart – A user’s subscription changes to a status #7501 - FluentCart – A user’s subscription to a product is activated #7496 - FluentCart – A user’s subscription to a product is cancelled #7498 - FluentCart – A user’s subscription to a product is renewed #7499 - Really Simple Security – A vulnerability scan is completed #7639 **New Actions:** - All-in-One WP Migration – Delete a backup file #7579 - All-in-One WP Migration – Set a backup file’s label to a specific value #7578 - FluentBoards – Add a comment to a task #7493 - FluentBoards – Add a user to a board #7490 - FluentBoards – Assign a user to a task #7491 - FluentBoards – Create a board #7489 - FluentBoards – Create a task on a board #7488 - FluentBoards – Update a task’s properties #7492 - FluentCart – Add a note to an order #7505 - FluentCart – Cancel a subscription #7504 - FluentCart – Set an order to a status #7503 **Fixed:** - App Integrations – Fixed webhook keys being reset when integration settings were saved. #8438 - Core – Custom trigger and action label fields not loading. #8416 - Core – Log action resend drops per-request credential scope. #8413 - Discord – Settings – Server disconnect leaves stale connected status. #8422 - Facebook – Settings – Connected account avatar 403s after the stored CDN URL expires. #8424 - Gravity Forms – Added consolidated checkbox field tokens and fixed Form title and ID tokens in submission triggers. #8397 - HubSpot – Create/Update a contact – Enumeration fields drop token values matching option labels. #8418 - Page Builder – Fixed styling issues with reusable sections added by users or Agents. #8434 - Page Builder – Improved Save Draft reliability and canvas consistency. #8433 - Page Builder – Improved reusable section previews, copying, and style persistence. #8432 - Recipe Builder – Fixed sentence pills displaying outdated values after fields were updated. #8435 - Recipe Builder – Fixed the editor failing to load or save recipes with actions using custom values. #8391 **Under the hood:** - Improved in-plugin notifications. #8177 **Plugins:** Lite --- ### [v7.5.1.1](https://automatorplugin.com/changelog/uncanny-automator-7-5-1-1/) **Published:** August 15, 2026 **Author:** Saad **Content:** #### 7.5.1.1 \[2026-08-15\] **Fixed:** - Page Builder – Preserved the last published page content when Automator is deactivated or deleted, and improved file system safety checks. #8385 - Recipe UI – Condition field values lost on save, reverting to the first dropdown option. #8366 - Setup wizard – Fixed an issue with the “Build my first page” button failing to create a page. #8379 **Plugins:** Lite --- ### [v7.5.1](https://automatorplugin.com/changelog/uncanny-automator-7-5-1/) **Published:** August 13, 2026 **Author:** Saad **Content:** **New Feature:** - Uncanny Agent – Lite users now get free starter usage of Uncanny Agent **Updated:** - Setup wizard – Improved the setup flow, navigation, security, and interface for a smoother onboarding experience. #8332 **Fixed:** - Uncanny Agent – Page Builder – Improved editor reliability, including saving, Undo and Redo, canvas refreshes, and working across multiple browser tabs. #8370 - Uncanny Agent – Page Builder – Fixed issues with publishing, downloads, reusable sections, dynamic content, and design style changes. #8370 - Uncanny Agent – Page Builder – Improved compatibility with different database configurations, screen sizes, and third-party extensions. #8370 - Uncanny Agent – Page Builder – Improved error handling and recovery to prevent unexpected failures from interrupting Page Builder operations. #8370 **Plugins:** Lite --- ### [v7.5.0.3](https://automatorplugin.com/changelog/uncanny-automator-7-5-0-3/) **Published:** August 7, 2026 **Author:** Saad **Content:** **Fixed:** - Uncanny Agent – Page Builder – Improved validation of page, section, canvas, reusable-part, and other request identifiers to prevent malformed data from causing errors or targeting unintended content. - Uncanny Agent – Page Builder – Hardened WordPress hooks, administration callbacks, meta boxes, editor requests, and cleanup operations against missing or unexpected data. - Uncanny Agent – Page Builder – Improved rendering safeguards to prevent invalid dynamic or conditional content, unintended published content, and stale page data from affecting output. - Uncanny Agent – Page Builder – Improved validation and reliability of import, export, shell analysis, and static export operations. - Uncanny Agent – Page Builder – Added permission checks for canvas deletion and improved handling of sensitive error information. - Uncanny Agent – Page Builder – Improved compatibility and error handling on sites with missing server extensions or unexpected request data. **Plugins:** Lite --- ### [v7.5.0.2](https://automatorplugin.com/changelog/uncanny-automator-7-5-0-2/) **Published:** August 7, 2026 **Author:** Saad **Content:** **Fixed:** - Uncanny Agent – Page Builder – Fixed a fatal error on some sites when themes did not provide a current post ID for singular page requests. #8348 - Uncanny Agent – Fixed a Sodium compatibility fatal error on hosts without the native Sodium extension. #8348 **Plugins:** Lite --- ### [v7.4.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-7-4-0-1/) **Published:** July 29, 2026 **Author:** Saad **Content:** **Fixed:** - Automatic login link – Hardened validation of automatic login links. #4507 - BuddyBoss – Trigger – A user registers with a specific value in a specific field – Fixed an issue where the trigger did not fire correctly in some cases. #4484 - Incoming webhooks – Hardened the processing of data received from webhooks. #4506 - Kadence – A user submits a form with a specific value in a specific field – Fixed an issue where the trigger would not fire when gated loading was enabled. #4489 - LearnDash – Group triggers – Fixed an issue where the ID, URL, image, and leader tokens returned `1` or were empty when “Any” was selected. #4482 - Loop filters – Added a permission check to the loop token dropdown. #4509 - Tutor LMS – Enroll a user in a course – Fixed an issue where the action stopped working after the latest Tutor LMS update. #4481 - WordPress – Set post meta – Hardened token value handling in the action. #4508 - WP Job Manager – Trigger – Fixed an issue where the Job owner ID and Candidate ID tokens always returned empty values. #4487 **Plugins:** Pro --- ### [v7.5.0.1](https://automatorplugin.com/changelog/uncanny-automator-7-5-0-1/) **Published:** August 6, 2026 **Author:** Saad **Content:** **Fixed:** - Uncanny Agent – Fixed an issue where the Agent could disappear from the WordPress admin until the Automator settings page was visited. #8341 - Uncanny Agent – Improved recovery when WordPress security keys change to prevent the Agent from becoming unavailable. #8341 **Under the hood:** - Core – Improved transient cleanup to prevent stale cached data after plugin deactivation. #8287 - Uncanny Agent – Added Site Health diagnostics to help administrators identify Agent configuration issues. #8341 - Uncanny Agent – Improved site identity, verification, and protection for information exchanged with the Agent. #8341 **Plugins:** Lite --- ### [v7.5.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-5-0/) **Published:** August 5, 2026 **Author:** Saad **Content:** **New Plugin Integration:** - Site Kit by Google #4266 **New Conditions:** - Site Kit by Google – A module is active #4265 - Site Kit by Google – Site Kit setup is complete #4264 - Site Kit by Google – The user is connected to Site Kit #4263 **Fixed:** - BuddyBoss & BuddyPress – Notification actions – Fixed an issue where actions remained stuck at “Not completed” and notifications were not displayed. #4523 - Forminator – Fixed an issue where Time field tokens rendered as “10:30 am” instead of “10 – 30 am”. #4515 - LearnDash – Send a certificate – Fixed an issue where custom CSS was printed as text in generated PDFs instead of being applied. #4513 **Plugins:** Pro --- ### [v7.5.0](https://automatorplugin.com/changelog/uncanny-automator-7-5-0/) **Published:** August 5, 2026 **Author:** Saad **Content:** **New Feature:** - Uncanny Page Builder – Create and refine beautiful pages through conversation with Uncanny Agent (requires an Uncanny Automator Pro AI + Automation plan) #8330 **New Integration:** - [Site Kit by Google](https://automatorplugin.com/integration/site-kit-by-google/?utm_source=wp-repo&utm_medium=readme&utm_content=changelog) #7528 **New Triggers:** - Site Kit by Google – A module is activated #7526 - Site Kit by Google – A module is deactivated #7525 **New Actions:** - Site Kit by Google – Activate a module #7524 - Site Kit by Google – Deactivate a module #7523 **Fixed:** - Closures – Restored the “Redirect when all triggers are completed” checkbox for all recipes. #8285 - Forminator – Fixed an issue where Time field tokens rendered as “10:30 am” instead of “10 – 30 am”. #8284 **Under the hood:** - Core – Fixed an issue where the “Immediately delete log entries when recipes are completed” setting never purged logs. #8294 **Plugins:** Lite --- ### [v7.4.1](https://automatorplugin.com/changelog/uncanny-automator-7-4-1/) **Published:** July 29, 2026 **Author:** Saad **Content:** **Updated:** - Kadence – Modernized the integration to use the latest framework. #8228 - PrettyLinks – Modernized the integration with unified support for Pretty Links v3 and v4. #8219 **Fixed:** - AI settings – Closed an arbitrary code execution path by ensuring the provider settings save handler no longer executes request-supplied callbacks. #8273 - Discord and Asana credentials – Replaced XOR encryption with authenticated AES-256-GCM to provide stronger protection for stored credentials. #8274 - Facebook Groups – Repaired the nonce check on the app install verification handler to help prevent cross-site request forgery. #8272 - Kadence – All triggers – Fixed an issue where forms would not fire recipes when gated loading was enabled. #8228 - Recipe logs – Long-running multi-trigger recipes that became stuck are now correctly terminated by the recovery process. #8227 - Setup wizard – Added a capability check to prevent lower-privileged users from changing the wizard’s connection status. #8271 - Translations – Fixed an issue where Recipe Builder strings were not loading correctly in Spanish. #7392 **Under the hood:** - Core – Added automatic retries for app actions that fail before reaching the server, improving reliability without risking duplicate actions. #8225 - Core – Missing classmap files no longer result in PHP errors when the fallback autoloader is used. #8175 - Core – Internal OAuth tokens are now encrypted for improved security. #8230 - Core – Trigger hooks fired during raw shutdown callbacks are now properly captured and delivered. #8221 **Plugins:** Lite --- ### [v7.4.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-4-0/) **Published:** July 15, 2026 **Author:** Saad **Content:** **New Plugin Integrations:** - Beaver Builder #4224 - Redirection #4274 - WP Activity Log #4261 - Wordfence Security #4250 **New Triggers:** - Beaver Builder – A form is submitted #4225 - Beaver Builder – A subscribe form is submitted #4226 - Wordfence Security – A password reset is requested #4252 - Wordfence Security – An attack rate increase is detected #4251 **New Actions:** - Advanced Coupons – Reset a user’s store credit to zero #3777 - Redirection – Create a redirect #4273 - Redirection – Delete a redirect #4272 - Redirection – Disable a redirect #4270 - Redirection – Enable a redirect #4271 **New Conditions:** - Redirection – A redirect exists for a URL #4269 - WP Activity Log – An event’s severity meets a condition #4259 - Wordfence Security – An IP address is blocked #4253 - Wordfence Security – An IP address is whitelisted #4254 - Wordfence Security – The user has two-factor authentication enabled #4256 **Update:** - WordPress, ACF, Meta Box & JetEngine – Improved meta trigger performance by skipping unnecessary checks when no recipe needs them. #4442 **Fixed:** - BuddyPress – Activity stream actions no longer cause a PHP error on sites without BuddyBoss. #4466 - LearnDash – A user completes a group’s courses – Restored the “Number of times” option. #4471 - LearnDash – A user submits an essay for a quiz – Fixed legacy options that prevented the trigger configuration from opening. #4473 **Under the hood:** - Core – Added a safeguard for licenses missing the “expires” property. #4469 - Divi – Updated to the latest framework. #4222 - Software licensing updater – Updated the package to keep licensing checks running smoothly. #4475 **Plugins:** Pro --- ### [v7.4.0](https://automatorplugin.com/changelog/uncanny-automator-7-4-0/) **Published:** July 14, 2026 **Author:** Saad **Content:** **New App Integration:** - [GoTo Meeting](https://automatorplugin.com/integration/gotomeeting/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7993 **New Plugin Integrations:** - [Beaver Builder](https://automatorplugin.com/integration/beaver-builder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7476 - [Redirection](https://automatorplugin.com/integration/redirection/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7533 - [WP Activity Log](https://automatorplugin.com/integration/wp-activity-log/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7522 - [WP Fastest Cache](https://automatorplugin.com/integration/wp-fastest-cache/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7534 - [Wordfence Security](https://automatorplugin.com/integration/wordfence/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7506 **New Triggers:** - Beaver Builder – A user submits a contact form #7477 - Beaver Builder – A user submits a subscribe form #7478 - Redirection – A 404 error is logged #7532 - Redirection – A redirect in a group is matched #7529 - Redirection – A redirect is created by the URL monitor #7530 - Redirection – A redirect is deleted #7531 - WP Activity Log – A failed login is logged #7520 - WP Activity Log – An event for an object type is logged #7518 - WP Activity Log – An event is logged #7521 - WP Activity Log – An event of a type is logged #7517 - WP Activity Log – An event with a severity is logged #7519 - WP Fastest Cache – All cache is cleared #7535 - Wordfence Security – A blocking rule is deleted #7513 - Wordfence Security – A login with a breached password is blocked #7509 - Wordfence Security – A user activates two-factor authentication #7510 - Wordfence Security – A user deactivates two-factor authentication #7511 - Wordfence Security – An IP is blocked/throttled #7508 - Wordfence Security – An IP is locked out #7507 - Wordfence Security – An admin/non-admin user logs in #7512 **New Actions:** - GoTo Meeting – Create a meeting #7994 - GoTo Meeting – Delete a meeting #7995 - GoTo Training – Add an attendee #7996 - GoTo Training – Remove an attendee #7997 - WP Fastest Cache – Purge all caches #7537 - WP Fastest Cache – Purge the cache for a post #7538 - Wordfence Security – Block an IP address #7514 - Wordfence Security – Remove an IP block #7515 - Wordfence Security – Remove an IP lockout #7516 **Fixed:** - Automator review – Added capability and nonce checks to the review settings handler, keeping unauthorized option changes firmly off the guest list. #8159 - Bluesky – Protected post embed URL requests against SSRF, including redirects that tried to take the scenic route somewhere unsafe. #8157 - Credits notifications – Added a capability check so lower-privileged users can no longer dismiss site-wide credit notices. #8161 - Facebook Lead Ads – Added payload validation and optional authorization controls to webhooks, giving unexpected requests a proper ID check. #8155 - Gravity Forms – Blank List fields no longer stop recipes during form submission. Empty lists can now pass quietly without causing a scene. #8019 - HubSpot, Brevo, Constant Contact – Deprecated actions – Prevented deprecated actions from loading when demand-driven loading is enabled. Retired means retired. #8035 - LearnDash – Create a group / Make the user the leader of a group – Fixed legacy option data that prevented the action configuration from opening. #8170 - LearnDash – Restored the missing loopable tokens to the Token Loop, where they belong. #8021 - LearnDash – Triggers – Restored the “Number of times” option for affected triggers. The counter is back on duty. #8168 - Modern Events Calendar – Added authorization and nonce checks to event and ticket AJAX handlers for safer request handling. #8163 - Recipe log – Secured the “View preview” popup against stored XSS by rendering its HTML inside a sandboxed iframe. The preview now stays in its lane. #8165 - WordPress – Restored the missing loopable tokens to the Token Loop. #8028 **Security Fixes:** - Google Contacts & Mautic – Added capability and nonce checks to option fetchers, ensuring only authorized requests get through. CVE-2026-15025 #8152 - Forminator and related token reads – Hardened token handling against PHP Object Injection. CVE-2026-15008 #8150 - Loopable integrations (CSV/XML/JSON) – Blocked private-network requests in loopable URL fetchers and hardened token-alias migrations against object injection. #8151 **Under the hood:** - Core – Corrected app-credit limits for legacy Pro and Lifetime licenses. The numbers now behave as their licenses intended. #8138 - Divi – Modernized the integrations using the new framework, giving the foundations a well-earned refresh. #7458 - Uncanny Agent – Database select tool – Secured WHERE and JOIN handling with validated predicates and prepared values. Database queries now follow a stricter dress code. #8014 - Uncanny Agent – Secured component requests with encrypted license credentials, request binding, and fail-closed handling. When verification fails, the door stays closed. #8174 **Plugins:** Lite --- ### [v7.3.1](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-1/) **Published:** June 30, 2026 **Author:** Saad **Content:** **Added:** - Recipe Logs – Added a recipe status filter to the admin logs page. #4458 **Fixed:** - LearnDash – Fixed an issue where email-based actions were missing the rich-text body editor and could strip HTML when saved. #4462 - User Selector – Fixed an issue where actions could still run for existing users when “Do nothing” was selected. #4456 **Plugins:** Pro --- ### [v7.3.2](https://automatorplugin.com/changelog/uncanny-automator-7-3-2/) **Published:** June 30, 2026 **Author:** Saad **Content:** **New Feature:** - Status > Tools – “Resend App Actions” tool to find and bulk resend failed app actions from one place. #8012 **Updated:** - App Actions – Increased the default outgoing request timeout to better support longer-running app responses. #8009 - Kit – Removed the unsupported OAuth connection flow and now support V4 connections by API key only. #8006 - Stripe – Improved product and price dropdown performance in the recipe builder with cached remote loading and refresh support. #7999 - Stripe – Product refunded trigger now correctly respects the selected price instead of firing for every refunded product. #7999 **Fixed:** - ActiveCampaign – Fixed an issue where custom fields could be omitted from the Add a contact action when field definitions needed to be refreshed. #7949 - App Actions – Fixed an issue where resending a logged app action could trigger a PHP error on some sites. #8011 - App Actions – Fixed an issue where successful app action responses could be incorrectly reported as “Failed with status code: 200”. #8010 - Google Contacts – Fixed an issue where the Create a contact action could include internal Automator action metadata in outgoing API requests. #8004 - Recipe UI – Fixed an issue where select fields in the recipe builder could stop rendering when another plugin loaded a conflicting Select2 library. #8001 **Under the Hood:** - Recipe Templates – Fixed an issue where the requirements sidebar could stretch past the window edge and cut off text. #7941 - Trigger Engine – Improved handling of high-frequency WordPress meta hooks to reduce unnecessary trigger checks and loopback requests. #7929 **Plugins:** Lite --- ### [v7.3.0.7](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-0-7/) **Published:** June 22, 2026 **Author:** Saad **Content:** **Fixed:** - bbPress & BuddyBoss – A guest replies to a topic – PHP Object Injection via unserialized guest token meta #4436 - Events Manager – Resolved a PHP error that could occur when loading registration-related triggers in certain version-mismatched environments #4455 - Hardened Forminator, Gravity Forms, WS Form, and Plugin Actions trigger token handling against PHP Object Injection by safely handling user-submitted values #4449 - Scheduled actions – Added a recovery tool for delayed and scheduled actions orphaned by a cleanup issue affecting some sites running Pro 7.2.0 through 7.3.0.6 #4453 - Scheduled actions – Orphan-hash cleanup deletes data for still-pending actions on high-volume sites, so they silently never run #4438 - Thrive Apprentice – Grant user access to a product – No longer reports successful completion when access is not granted #4435 **Plugins:** Pro --- ### [v7.3.1.4](https://automatorplugin.com/changelog/uncanny-automator-7-3-1-4/) **Published:** June 22, 2026 **Author:** Saad **Content:** **Updated:** - Google Sheets, Calendar and Gemini icons updated #7798 **Fixed:** - Hardened WP Event Manager, FluentCRM, Gravity Forms, and WS Form Lite trigger token handling against PHP Object Injection by safely handling user-submitted values #7939 - Instagram – Catch `Throwable` instead of only `Exception` when publishing posts #7940 **Plugins:** Lite --- ### [v7.3.1.3](https://automatorplugin.com/changelog/uncanny-automator-7-3-1-3/) **Published:** June 16, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.3.1.3, released June 16, 2026. Includes: Fixed. **Content:** **Fixed:** - Events Manager – Resolved a PHP error that could occur when loading registration-related triggers in certain version-mismatched environments #7912 - LearnDash – Quiz triggers now correctly resolve quiz score, question-and-answer, and related quiz result tokens #7908 - Recipe logs – Delayed and scheduled actions now display the correct scheduled execution dates. #7895 - WPForms, MailPoet, and FunnelKit (Autonami) – Improved protection against PHP Object Injection when storing user-submitted trigger token values #7921 **Plugins:** Lite --- ### [v7.3.0.6](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-0-6/) **Published:** June 13, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.3.0.6, released June 13, 2026. **Content:** - Maintenance: Updated internal version and refreshed plugin package. **Plugins:** Pro --- ### [v7.3.0.4](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-0-4/) **Published:** June 12, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.3.0.4, released June 12, 2026. Includes: Fixed. **Content:** **Fixed:** - LearnDash – Course enroll/unenroll/expiry triggers now return the correct Course ID token value #4426 - Loop filters – WordPress, WordPress-MU and LearnDash – Some loop filters no longer get silently skipped under demand-driven loading #4428 **Plugins:** Pro --- ### [v7.3.0.3](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-0-3/) **Published:** June 10, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.3.0.3, released June 10, 2026. Includes: Fixed, Under the Hood. **Content:** **Fixed:** - Magic Button/Link – Post ID & Post title tokens return 0/empty after lazy-load migration #4419 - WordPress – A user updates a post in a specific status & A user updates a post with a specific term in a specific taxonomy – Only one recipe fires per post due to dedup keyed by code #4423 **Under the Hood:** - Multiple integrations – Correct invalid singular `supports_token` definitions to plural `supports_tokens` #4410 - Normalize UTM tags on in-plugin links #4422 **Plugins:** Pro --- ### [v7.3.1.2](https://automatorplugin.com/changelog/uncanny-automator-7-3-1-2/) **Published:** June 10, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.3.1.2, released June 10, 2026. Includes: Fixed, Under the Hood. **Content:** **Fixed:** - Mailchimp – Credential mapping issue on some older sites now resolved #7885 - Mailchimp – Create and send a campaign – Fails when ‘To name’ is empty #7881 - WP Job Manager – A user applies for a job – Fixed an issue where some tokens may not parse #7875 - WordPress – A post in a taxonomy is published & A user publishes a post in a taxonomy – Only one recipe fires per post due to dedup keyed by code #7883 **Under the Hood:** - Multiple integrations – Correct invalid singular `supports_token` definitions to plural `supports_tokens` #7831 - Normalize UTM tags on in-plugin links #7880 **Plugins:** Lite --- ### [v7.3.0.2](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-0-2/) **Published:** June 7, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.3.0.2, released June 7, 2026. Includes: Fixed. **Content:** **Fixed:** - Scheduled actions – Fixed an issue where actions with a delay or custom schedule were marked as “Skipped” and never ran #4416 **Plugins:** Pro --- ### [v7.3.1.1](https://automatorplugin.com/changelog/uncanny-automator-7-3-1-1/) **Published:** June 7, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.3.1.1, released June 7, 2026. Includes: Fixed. **Content:** **Fixed:** - App Actions – Fixed an issue where some app actions could fail with “Non-JSON response from API” when the vendor responds with a 204 No Content status and an empty body #7872 - Background Actions – Fixed an issue where a completed action could revert to “In progress” in rare situations #7871 - Delayed/Scheduled Actions – Fixed an issue where actions were marked as “Skipped” and never ran after updating to 7.3.0 #7866 - Mailchimp – Add a contact to an audience – Fixed an issue where the action could fail with “User already subscribed to the list” in recipes #7860 - Recipe Logs – Fixed an issue where the log details could fail to load when a delayed action had a malformed date value #7868 - Trigger Engine – Fixed a PHP error that could occur when a trigger returned malformed token data #7869 - WordPress – A user publishes a post & A user publishes a post in a taxonomy – Fixed an issue where the trigger did not fire for scheduled posts #7862 **Plugins:** Lite --- ### [v7.3.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-0-1/) **Published:** June 6, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.3.0.1, released June 6, 2026. Includes: Fixed. **Content:** **Fixed:** - Gravity Forms – Fixed an issue where lazily fired triggers could fail and leave recipes stuck “In Progress” #7859 #4415 - Recipe UI & LearnDash – Fixed an issue where LearnDash triggers could not be selected in the recipe editor when the group hierarchy setting was disabled #4413 **Plugins:** Pro --- ### [v7.3.1](https://automatorplugin.com/changelog/uncanny-automator-7-3-1/) **Published:** June 6, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.3.1, released June 6, 2026. Includes: New Tokens, Fixed, Under the hood. **Content:** **New Tokens:** - Zoom Meetings & Webinar – Registration actions – Registration join link, Registrant ID, Meeting topic / Webinar topic, Start time #7809 **Fixed:** - Google Sheets – Fixed an issue where disconnecting an account did not fully clear the cached connection #7843 - Gravity Forms – Fixed an issue where lazily fired triggers could fail and leave recipes stuck “In Progress” #7859 - Integration Loader & The Events Calendar – Fixed a PHP error that could occur when Event Tickets was not installed #7848 - LearnDash – Fixed an issue where some completion date tokens were not resolving correctly #7849 - MemberPress – A user purchases a membership – Fixed an issue where the trigger could fire when a membership renewed automatically after purchase #7825 - Recipe Logs – Action Tab – Fixed an issue where the Completion Date column displayed dates for actions that had not yet completed #7837 - Trigger Engine – Fixed an issue where Gravity Forms non-AJAX submissions could fail to fire triggers in certain situations #7857 - Uncanny Agent – Fixed an issue where the Agent could appear on the frontend when WPFrontendAdmin plugin was active #7852 - WordPress – Fixed an issue where some post-view trigger token pills could become orphaned after migration #7850 **Under the hood:** - Recipe UI – Advanced > Post Meta Universal Token – Resolved UI issues where Loop tokens could appear as invalid or be unavailable in nested token pickers within conditions #7398 **Plugins:** Lite --- ### [v7.3.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-3-0/) **Published:** June 4, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.3.0, released June 4, 2026. Includes: New Plugin Integration, New Triggers, New Actions, Updated, Fixed, Under the hood. **Content:** **New Plugin Integration:** - SaveTo Wishlist #4067 **New Triggers:** - Advanced Custom Fields – A field is deleted on a post #4103 - Advanced Custom Fields – A row is added to a repeater/flex field on a post #4104 - Advanced Custom Fields – An options page is saved #4105 - Charitable – A PayPal IPN is received with a payment status #3946 - Charitable – A Stripe webhook event is received #3945 - Charitable – A campaign is created or updated #3948 - Charitable – A donation is processed via a payment gateway #3947 - Charitable – A refund is initiated via a payment gateway #3949 - Charitable – A donation’s status transitions from a status to a status for a campaign #3939 - Charitable – A donor’s consent is updated #3943 - Charitable – A donor’s email address is verified #3942 - Charitable – A donor’s profile is updated #3941 - Charitable – A recurring donation to a campaign changes status to a status #3944 - Groundhogg – A contact clicks a link in an email #3879 - Groundhogg – A contact is created #3874 - Groundhogg – A contact opens an email #3878 - Groundhogg – A contact’s opt-in status changes #3875 - Groundhogg – A flow step for a contact results in a status #3880 - Groundhogg – A task is completed for a contact #3876 - Groundhogg – A task is marked incomplete for a contact #3877 - JetEngine – A custom content type item is created #4113 - JetEngine – A custom content type item is updated #4114 - JetEngine – A user submits a form #4111 - JetEngine – A user updates a user meta field #4112 - Meta Box – A field is updated on a settings page #4122 - Meta Box – A meta box is saved #4120 - Meta Box – A term meta field is updated on a taxonomy #4121 - Meta Box – A user submits a frontend form #4123 - SaveTo Wishlist – A product in a wishlist goes on sale #4203 - SaveTo Wishlist – A product in a wishlist is back in stock #4204 - SaveTo Wishlist – A user deletes a wishlist #4200 - SaveTo Wishlist – A user makes a wishlist public #4201 - SaveTo Wishlist – A user purchases a product from their wishlist #4202 - SaveTo Wishlist – A user updates the quantity of a product in their wishlist #4199 - The Events Calendar – Event Tickets Plus – A user is promoted from the waitlist for an event #3967 - The Events Calendar – Event Tickets Plus – A user joins the waitlist for an event #3965 - The Events Calendar – Event Tickets Plus – A waitlist subscriber for an event is notified #3966 - The Events Calendar – Event Tickets Plus – An attendee is created via Easy Digital Downloads for an event #3971 - The Events Calendar – Event Tickets Plus – An attendee is created via WooCommerce for an event #3969 - The Events Calendar – Event Tickets Plus – An attendee’s information for an event is updated #3972 - The Events Calendar – Event Tickets Plus – The waitlist for an event is closed #3968 - The Events Calendar – Event Tickets Plus – WooCommerce tickets are generated for a ticket type on an event #3970 - The Events Calendar – Events Calendar Pro – A recurring event is saved #3961 - The Events Calendar – Events Calendar Pro – An event is duplicated #3962 - The Events Calendar – Events Calendar Pro – An event in a series is updated #3964 - WP Multisite – A plugin is network-activated #3823 - WP Multisite – A plugin is network-deactivated #4188 - WP Multisite – A site is created in the network #3814 - WP Multisite – A site is deleted from the network #3815 - WP Multisite – A subsite is activated #3819 - WP Multisite – A subsite is archived #3816 - WP Multisite – A subsite is deactivated #3818 - WP Multisite – A subsite is unarchived #3817 - WP Multisite – A user is granted super admin privileges #3821 - WP Multisite – A user is removed from a subsite #3820 - WP Multisite – A user’s super admin privileges are revoked #3822 **New Actions:** - Advanced Custom Fields – Add a row to a repeater/flex field on a post #4109 - Advanced Custom Fields – Update a field on a post to a specific value #4107 - Advanced Custom Fields – Update a field on an options page to a specific value #4110 - Advanced Custom Fields – Update a field on the user to a specific value #4108 - Charitable – Add an email to a donor #3953 - Charitable – Cancel a pending donation #3957 - Charitable – Create a campaign #3951 - Charitable – Delete a donor #3955 - Charitable – Link a donor to a WP user #3954 - Charitable – Update a donor’s primary address #3952 - Charitable – Update a donor’s social links #3956 - Generator – Generate a UUID #4129 - Generator – Generate a random number between a minimum and a maximum #4128 - Generator – Generate a slug from text #4127 - JetEngine – Create an item in a custom content type #4119 - JetEngine – Delete an item from a custom content type #4117 - JetEngine – Set a field on a post to a specific value #4116 - JetEngine – Set the user’s user meta field to a specific value #4115 - JetEngine – Update an item in a custom content type #4118 - Meta Box – Set a field on a post to a specific value #4124 - Meta Box – Set a field on a term to a specific value #4126 - Meta Box – Set the user’s field to a specific value #4125 - QR Code – Generate a Wi-Fi QR code #4131 - QR Code – Generate a calendar-event QR code #4132 - QR Code – Generate a contact-link QR code #4133 - QR Code – Generate a vCard QR code #4130 - SaveTo Wishlist – Delete a wishlist #4206 - SaveTo Wishlist – Grant edit permission for a wishlist #4211 - SaveTo Wishlist – Move a product from a wishlist to another wishlist #4208 - SaveTo Wishlist – Set the quantity of a product in a wishlist to a specific value #4207 - SaveTo Wishlist – Set the user’s default wishlist to a wishlist #4209 - SaveTo Wishlist – Share a wishlist #4210 - SaveTo Wishlist – Update a wishlist #4205 - SliceWP – Add a new commission for an affiliate #2644 - The Events Calendar – Event Tickets – Check in an attendee by email for an event #4404 - The Events Calendar – Event Tickets – Undo check-in for an attendee by email for an event #4405 - The Events Calendar – Event Tickets Plus – Add a subscriber to the waitlist for an event #3973 - The Events Calendar – Event Tickets Plus – Promote the next users from the waitlist for an event #3974 - WP Admin – Activate a plugin #4077 - WP Admin – Clear a cache type #4081 - WP Admin – Deactivate a plugin #4078 - WP Admin – Delete an option #4085 - WP Admin – Get the site health info #4075 - WP Admin – Get the value of an option #4086 - WP Admin – Install a plugin #4076 - WP Admin – Resave the site permalinks #4090 - WP Admin – Schedule a cron event #4082 - WP Admin – Set the date and time format #4092 - WP Admin – Set the reading settings #4091 - WP Admin – Set the site’s search engine visibility to a setting #4089 - WP Admin – Set the site name to a specific value #4087 - WP Admin – Set the site tagline to a specific value #4088 - WP Admin – Set the value of an option #4084 - WP Admin – Switch the active theme to a theme #4080 - WP Admin – Unschedule a cron event #4083 - WP Admin – Update a plugin #4079 - WP Admin – Update the additional CSS in the customizer #4093 - WP Multisite – Activate a subsite #3829 - WP Multisite – Archive a subsite #3826 - WP Multisite – Create a subsite with a domain path #3824 - WP Multisite – Deactivate a subsite #3828 - WP Multisite – Delete a subsite from the network #3825 - WP Multisite – Get the value of an option from a subsite #3832 - WP Multisite – Grant super admin privileges to a user #3835 - WP Multisite – Mark a subsite as spam #3830 - WP Multisite – Network-activate a plugin #3837 - WP Multisite – Network-deactivate a plugin #3838 - WP Multisite – Remove a user from a subsite #3833 - WP Multisite – Revoke super admin privileges from a user #3836 - WP Multisite – Set an option on a subsite #3831 - WP Multisite – Change the user’s role to a new role on a subsite #3834 - WP Multisite – Unarchive a subsite #3827 - WordPress Core – Execute a shortcode #4194 - WordPress Core – Update a comment #4193 **Updated:** - Asana & GitHub – Triggers moved to Automator Lite #4060 - WordPress Core – Add a taxonomy term to a post in a post type – Taxonomy term field is now a searchable, taxonomy-aware dropdown #4400 **Fixed:** - FluentCommunity – Add a post to a space – Line breaks and Markdown are now preserved in multi-line content #4406 - Formatter – Convert text into format – Title case now always capitalizes the first word #4186 - LearnDash – A user submits an assignment for a lesson or topic – No longer fires for unrelated courses/topics when “Any Lesson/Topic” is selected #3625 - LearnDash – Send a certificate – PDF certificates now render correctly on PHP 8+ #4195 - Run Code – Run JavaScript code – Now reliably outputs to the page (fixed shutdown-hook timing) #4402 - Schedule – Repeat every hour, day, week, month or year at a specific time – Quieted the undefined RECURRING\_TRIGGER\_META PHP warning #4064 - WP Job Manager – A user submits a specific type of job – Now fires for guest and programmatic submissions #4184 - WP Job Manager – A user applies for a job – Now fires for guest and programmatic submissions #4184 - WP Job Manager – A user submits a resume – Now fires for guest and programmatic submissions #4184 - Multiple integrations – Shared Free+Pro wiring (AJAX, hooks, migrations) – Restored after the 7.2 loader refactor silently broke Formidable field fetching, LearnDash quiz-answer triggers, Autonami list/tag triggers, BuddyPress, and Amelia #4042 **Under the hood:** - Framework migrations – Integrations modernized to the new framework: - Advanced Custom Fields #4096 - Fluent Forms #3933 - Generator #4097 - Groundhogg #3810 - JetEngine #4102 - Magic Button #4101 - Meta Box #4100 - QR Code #4099 - Run Code #4098 **Plugins:** Pro --- ### [v7.3.0](https://automatorplugin.com/changelog/uncanny-automator-7-3-0/) **Published:** June 4, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.3.0, released June 4, 2026. **Content:** **New Plugin Integration** - [SaveTo Wishlist](https://automatorplugin.com/integration/saveto-wishlist/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #7260 **New Triggers** - Charitable – A campaign ends #7086 - Charitable – A campaign reaches its goal #7087 - Charitable – A donation to a campaign is completed #7082 - Charitable – A donation to a campaign is refunded #7083 - Charitable – A donation’s status is changed to a status #7081 - Charitable – A donor is created #7084 - Charitable – A user registers as a donor #7085 - FluentCommunity – A user achieves a percentage greater than, less than or equal to a value on a quiz #6859 - FluentCommunity – A user completes a quiz in a course #6860 - FluentCommunity – A user passes or fails a quiz in a course #6860 - Popup Maker – A conversion is recorded on a popup #7353 - Popup Maker – A form provider is submitted in a popup #7355 - Popup Maker – A newsletter form is submitted in a popup #7357 - Popup Maker – A popup is opened #7352 - Popup Maker – A user submits a form provider in a popup #7354 - Popup Maker – A user submits a newsletter form in a popup #7356 - SaveTo Wishlist – A guest wishlist is synced to a user account on login #7424 - SaveTo Wishlist – A user adds a product from their wishlist to their cart #7423 - SaveTo Wishlist – A user adds a product to a wishlist #7420 - SaveTo Wishlist – A user creates a wishlist #7421 - SaveTo Wishlist – A user removes a product from a wishlist #7422 - The Events Calendar – A venue is created #7099 - The Events Calendar – A venue is updated #7100 - The Events Calendar – An event is linked to a related post #7101 - The Events Calendar – An event is unlinked from a related post #7102 - The Events Calendar – An organizer is created #7097 - The Events Calendar – An organizer is updated #7098 - The Events Calendar – Event Tickets – A check-in for an event is reversed #7104 - The Events Calendar – Event Tickets – A ticket is added to an event #7106 - The Events Calendar – Event Tickets – A ticket is removed from an event #7107 - The Events Calendar – Event Tickets – An attendee is checked in to an event #7103 - The Events Calendar – Event Tickets – RSVP tickets are generated for a ticket type on an event with a status #7105 **New Actions** - Charitable – Add a tag to a donor #7092 - Charitable – Create a donor #7090 - Charitable – Create an offline donation to a campaign #7088 - Charitable – Update a donation’s status to a status #7089 - Charitable – Update a donor’s profile #7091 - Groundhogg – Add a note to a contact #6986 - SaveTo Wishlist – Add a product to a wishlist #7425 - SaveTo Wishlist – Create a wishlist #7427 - SaveTo Wishlist – Remove a product from a wishlist #7426 - The Events Calendar – Add a venue to an event #7114 - The Events Calendar – Add an organizer to an event #7113 - The Events Calendar – Create a venue #7112 - The Events Calendar – Create an event #7108 - The Events Calendar – Create an organizer #7111 - The Events Calendar – Delete an event #7110 - The Events Calendar – Event Tickets – Check in an attendee #7115 - The Events Calendar – Event Tickets – Create an RSVP attendee for an event #7117 - The Events Calendar – Event Tickets – Reset the check-in for an attendee #7116 - The Events Calendar – Update an event #7109 - WordPress Core – Add a file to the media library #6951 - WordPress Core – Add a menu #6932 - WordPress Core – Add an item to a menu #6935 - WordPress Core – Assign a menu to a location #6938 - WordPress Core – Create a term in a taxonomy #6945 - WordPress Core – Delete a comment #6960 - WordPress Core – Delete a media item from the media library #6953 - WordPress Core – Delete a menu #6934 - WordPress Core – Delete a term from a taxonomy #6956 - WordPress Core – Delete an item from a menu #6937 - WordPress Core – Delete a meta key from a post #6955 - WordPress Core – Generate a password reset link for a user #6964 - WordPress Core – Get a media item from the media library #6952 - WordPress Core – Get the value of a meta key from a post #6971 - WordPress Core – Get the value of a meta key from a user #6972 - WordPress Core – Rename a menu to a new name #6933 - WordPress Core – Restore a post from trash #6958 - WordPress Core – Set the password of a post to a password #6959 - WordPress Core – Set the status of a comment to a status #6961 - WordPress Core – Update a term in a taxonomy #6957 - WordPress Core – Update an item in a menu #6936 - WordPress Core – Update a media item in the media library #6931 **Updated** - AI Integrations – Refreshed model options for Claude, Cohere, Gemini and Mistral. Claude Opus 4.7 and 4.8 no longer error out, since Automator no longer sends the temperature parameter those models don’t support. #7792 - Asana and GitHub integrations moved from Automator Pro to Automator Lite. #7236 - Groundhogg – Create or update a contact – Now supports address fields and custom contact properties. #6985 - RSS – Thumbnail URL token now resolves correctly when restoring media. #7244 - Telegram – A text message is received from a chat/channel – New Text (HTML) token preserves message formatting. #7466 **Fixed** - Brevo – Create or update a contact – Now loads your account’s actual contact attributes, so default attributes work on non-English accounts. #7408 - Bricks Builder – Banished the deprecation warning ghost. #7126 - Divi – Forms created in Divi 5 and later now appear in the form selection dropdown. #7454 - Licensing – Plan names on the Addons page no longer living in an alternate reality. #7794 - MemberPress – A user is added to a membership – Trigger stopped firing after a hook change, so users weren’t added. #7793 - Recipe Import – Tokens that reference another action’s output now remap to the new action IDs, so they no longer appear broken. #7410 - Recipe Import – Common tokens now resolve correctly in imported recipes. #7384 - Recipe status toggle – Live/Draft checkbox value now serializes and saves correctly. #7469 - Run JavaScript code & Trigger Engine – Action firing after wp\_loaded run too late #7797 - Trigger Engine – Triggers queued late in the shutdown sequence (e.g. delayed triggers) are now processed instead of being dropped. #7407 - WP Job Manager – A user applies for a job / A user submits a resume – Triggers fire again for user-owned submissions. #7378 **Under the hood** - Core – Restored missing option dropdowns on legacy trigger and integration settings. #7315 - Core – Improved recipe completion and reliability with the new execution Pipeline. #6889, #7047, #7048, #7049, #7050, #7051, #7052, #7053, #7054, #7055, #7056, #7198, #7208, #7209 - Uncanny Automator Lite users no longer seeing Uncanny Agent launcher tab. #7308 - Recipe UI – A loop token group now nests where it belongs. #7394 - Recipe UI – Divi Supreme Pro no longer clashes with Select2. #7404 - Recipe import now feels the love from automator\_migrate\_recipe\_part\_meta hook. #7385 - Uncanny Agent link added to WP Admin Bar. #7306 - Framework migrations – Integrations modernized to the new framework: - Fluent Forms #7072 - GoTo Training #6294 - Groundhogg #6928 - LearnDash #7377 - Mailchimp #6299 - Popup Maker #7339 - Thrive Ovation #7340 - Uncanny CEUs #7343 - UserFeedback #7341 - WhatsApp #6285 - WordPress #5920 - WP Webhooks #7342 **Plugins:** Lite --- ### [v7.2.5](https://automatorplugin.com/changelog/uncanny-automator-7-2-5/) **Published:** May 8, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.5, released May 8, 2026. Includes: Added, Fixed. **Content:** **Added:** - Uncanny Agent – Support for translating conversation starters into 12 languages #7289 **Fixed:** - Advanced – Post meta token now gracefully acknowledges “0” with an empty string. #7292 - Loopable Tokens bid farewell to their geeky Unicode escape disguises. #7280 - Twilio – Send an SMS to a number now sans HTML `` shenanigans. #7282 **Plugins:** Lite --- ### [v7.2.4](https://automatorplugin.com/changelog/uncanny-automator-7-2-4/) **Published:** May 6, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.4, released May 6, 2026. Includes: New Feature, Added, Under the hood. **Content:** **New Feature:** - Uncanny Agent – Officially launched for all Automator Pro users **Added:** - Dashboard – Uncanny Agent Usage meter #6635 **Under the hood:** - Uncanny Agent – Default conversation starters based on the page context #7251 - Core – Total table size now gets a well-deserved refresh after log table resets. #7272 **Plugins:** Lite --- ### [v7.2.1](https://automatorplugin.com/changelog/uncanny-automator-pro-7-2-1/) **Published:** May 1, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.2.1, released May 1, 2026. Includes: New Condition, Updated, Fixed. **Content:** **New Condition:** - Date and Time – The date and time are between a specific start and end date and time #4018 **Updated:** - RSS – Added support for Atom feeds #4035 **Fixed:** - Loopable token – Fixed Action Store cross-recipe contamination #4058 - RSS – Updated the items table handler to use INSERT IGNORE #4057 - RSS – Added the missing return statement in `is_item_unique` #4055 - RSS – Added JSON decoding for raw RSS titles #4056 - WP Admin – A plugin is updated or A theme is updated – Fixed empty tokens and duplicate firing caused by plugin or theme updates #4044 **Plugins:** Pro --- ### [v7.2.3](https://automatorplugin.com/changelog/uncanny-automator-7-2-3/) **Published:** May 1, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.3, released May 1, 2026. Includes: Updated, Fixed, Under the hood. **Content:** **Updated:** - Kit – Added a v4 API key option. #7214 **Fixed:** - Closure – Stopped removing `$` from URL queries during redirects. #7213 - LearnDash – Pass/fail quiz triggers now respond to essay grades. #7210 - Loopable tokens – Closed leaks in the Action Store to prevent recipe data issues. #7224 - Loopable tokens – Fixed phantom results caused by out-of-bounds token hydration. #7222 - Loopable tokens – Fixed trigger token child misindexing under loop filters. #7223 **Under the hood:** - App Integrations – Improved app connected status load order. #7151 - Loopable RSS – Added support for Atom feeds (requires the latest Automator Pro). #7200 - Uncanny Agent – Bearer Auth – Fixed an infinite loop during token metadata update in a specific situation #7234 - Switched to the new framework: - AWeber #6564 - Keap #6284 **Plugins:** Lite --- ### [v7.2.0.2](https://automatorplugin.com/changelog/uncanny-automator-pro-7-2-0-2/) **Published:** April 22, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.2.0.2, released April 22, 2026. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Date and Time – Dates in DD/MM/YYYY no longer throw tantrums over months. #4020 - General – Loop filters now play nice with all conditions. #4025 - MemberPress – Tokens have learned what “ID” means without breaking a sweat. #4038 - RSS – RSS feeds now handle HTML entities like seasoned pros. #4022 - Thrive Apprentice – Grant the user access to a product – No longer runs twice. #4037 **Under the hood:** - Core – Gave Pro\_Premium\_Integration\_Items trait a graceful exit. #4013 **Plugins:** Pro --- ### [v7.2.2.1](https://automatorplugin.com/changelog/uncanny-automator-7-2-2-1/) **Published:** April 22, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.2.1, released April 22, 2026. Includes: Fixed. **Content:** **Fixed:** - MemberPress Courses – Banished the “Undefined array key ‘ID’” gremlin. #7204 - Uncanny Agent – Resolves authentication conflicts between Agent REST endpoints and JWT apps. #7202 - Token Parser – Banished undefined “ID” warnings from empty `$trigger_data`. #7206 **Plugins:** Lite --- ### [v7.2.2](https://automatorplugin.com/changelog/uncanny-automator-7-2-2/) **Published:** April 20, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.2, released April 20, 2026. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Gravity Forms – Triggers – Hidden fields now generate tokens. #7153 - RSS – Process an RSS feed – Media thumbnails found their way; URL tokens resolved. #7191 - Repeater fields with Uncanny Agent – Fixed an issue where meta unslashing was corrupting repeater JSON data. Data now stays intact. #7166 **Under the hood:** - Core – Windows/IIS path drama solved; legacy integrations breathe easy again. #7194 **Plugins:** Lite --- ### [v7.2.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-7-2-0-1/) **Published:** April 9, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.2.0.1, released April 9, 2026. Includes: Fixed, Under the hood. **Content:** **Fixed:** - BuddyBoss / BuddyPress – Activity Topics dropdown – Added a check to prevent issues on installs where the feature isn’t available. #4011 **Under the hood:** - Legacy Helper chaining – Added a defensive check for method and property handling. #4010 **Plugins:** Pro --- ### [v7.2.0.1](https://automatorplugin.com/changelog/uncanny-automator-7-2-0-1/) **Published:** April 9, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.0.1, released April 9, 2026. Includes: Fixed. **Content:** **Fixed:** - Pro integration helpers overwriting Free helpers, causing fatal “undefined property $options” on trigger/action load. #7123 **Plugins:** Lite --- ### [v7.2.1](https://automatorplugin.com/changelog/uncanny-automator-7-2-1/) **Published:** April 9, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.1, released April 9, 2026. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Microsoft Teams – Some integration items were missing from v7.2.0 release, so the integration has been re-pushed to ensure everything is available. **Under the hood:** - Legacy Helper chaining – Added a defensive code guard to method and property handling. #7125 - Switched to the new framework: - Facebook Lead Ads #6642 - Facebook Pages #6563 - Instagram #6563 - Ontraport #6303 - Trello #6831 **Plugins:** Lite --- ### [v7.2.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-2-0/) **Published:** April 7, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.2.0, released April 7, 2026. Includes: New Action, New Conditions, New Loop Filters, Updated, Fixed, Under the hood. **Content:** **New Action:** - AffiliateWP – Set an affiliate’s commission rate #3785 **New Conditions:** - AffiliateWP – An affiliate is/is not a specific status #3912 - AffiliateWP – An affiliate registered between specific dates #3914 - AffiliateWP – An affiliate’s commission rate meets a specific condition #3911 - AffiliateWP – An affiliate’s conversion rate meets a specific condition #3910 - AffiliateWP – An affiliate’s days since registration meet a specific condition #3915 - AffiliateWP – An affiliate’s most recent referral amount meets a specific condition #3916 - AffiliateWP – An affiliate’s most recent referral is/is not a specific status #3917 - AffiliateWP – An affiliate’s most recent referral is/is not a specific type #3918 - AffiliateWP – An affiliate’s paid/unpaid earnings meet a specific condition #3907 - AffiliateWP – An affiliate’s rate type is/is not a specific type #3913 - AffiliateWP – An affiliate’s referral count meets a specific condition #3908 - AffiliateWP – An affiliate’s visit count meets a specific condition #3909 **New Loop Filters:** - AffiliateWP – A referral is/is not a specific status #3905 - AffiliateWP – A referral is/is not a specific type #3906 - AffiliateWP – An affiliate has a referral whose amount meets a specific condition #3904 - AffiliateWP – An affiliate is/is not a specific status #3900 - AffiliateWP – An affiliate registered between specific dates #3902 - AffiliateWP – An affiliate’s commission rate meets a specific condition #3899 - AffiliateWP – An affiliate’s conversion rate meets a specific condition #3898 - AffiliateWP – An affiliate’s days since registration meet a specific condition #3903 - AffiliateWP – An affiliate’s paid/unpaid earnings meet a specific condition #3895 - AffiliateWP – An affiliate’s rate type is/is not a specific type #3901 - AffiliateWP – An affiliate’s referral count meets a specific condition #3896 - AffiliateWP – An affiliate’s visit count meets a specific condition #3897 - MemberPress – The user is/is not an active member of a membership #3744 **Updated:** - BuddyBoss/BuddyPress – Now you can add a touch of pizzazz with support for Activity Topics and Post Titles in the activity stream. #3718 - Delayed actions – Failed actions get an auto-retry with a spring clean of orphan hashes for good measure. #3793 - FluentCRM – Triggers now embrace the “Any” option because who doesn’t love options? #3746 - Recipe logs – Purging logs in chunks now respects memory limits, and dropdowns get cached for speed. #3794 - Woo – “Has/Has not” selection is now crystal clear for product purchases in recent days. #3774 **Fixed:** - Action conditions – Double quotes now encode without a hitch. #3886 - Delayed actions – Execution failures now opt for graceful exits, not dramatic collapses. #3798 - Date and time – Fixed day confusion on non-UTC and Sunday-first sites. #3936 - Loops – No more PHP notices on empty batches or bungled cancellations. #3799 - MemberPress – Membership expiration triggers now work even when expired manually. #3921 - MemberPress – Payment failure triggers now fire up even with manual payment status changes. #3678 - MemberPress – Juggling undefined array keys? Not anymore! #3868 - RafflePress – Giveaway trigger now validates specific entry actions properly, no more funny business. #3780 - Recipe logs – Time units in purges now get the attention they deserve. #3797 - SureCart – Argument counts now behave, whether inline or async with webhooks. #3778 - Thrive Apprentice – Correct recipe log reporting for users with product access. #3705 - Woo – HPOS compatibility refined for purchase conditions and order ID filters. #3766 - Security improvements – Because even code needs a bodyguard. #3863 - Webhook trigger – We sped up the slowpoke query in recipe lookups. #3871 **Under the hood:** - Integration loading is now demand-driven, so integrations only show up when summoned. #3803 - Integrations – We’ve pre-packed file maps to save you from runtime directory hide-and-seek. #3796 - Loops – Streamlined database with checkpoint intervals, because nobody likes chaos in their queries. #3795 - MailerLite – We’ve dressed it up in a snazzy new framework. #3758 **Plugins:** Pro --- ### [v7.2.0](https://automatorplugin.com/changelog/uncanny-automator-7-2-0/) **Published:** April 7, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.2.0, released April 7, 2026. Includes: New Triggers, New Actions, Updated, Fixed, Under the hood. **Content:** **New Triggers:** - AffiliateWP – An affiliate’s unpaid referral count is greater than, less than, or equal to a specific number #7004 - AffiliateWP – An affiliate’s visit count is greater than, less than, or equal to a specific number #7003 **New Actions:** - Kit – Create a broadcast #6821 - Kit – Create a custom field #6825 - Kit – Create a purchase #6822 - Kit – Create a tag #6824 - Kit – Unsubscribe a subscriber #6823 - LinkedIn – Schedule a post on LinkedIn profile #6683 - Mautic – Add tags to a contact #6838 - Mautic – Create a tag #6837 - Mautic – Remove tags from a contact #6839 - Microsoft Teams – Add a user to a tag in a team #6906 - Microsoft Teams – Add a user to a team as a role #6905 - Microsoft Teams – Archive a team #6907 - Microsoft Teams – Create a group chat #6908 - Microsoft Teams – Create a tag in a team #6910 - Microsoft Teams – Create an online meeting #6909 - Microsoft Teams – Delete a channel from a team #6911 - Microsoft Teams – Remove a user from a team #6912 - Microsoft Teams – Reply to a channel message #6913 - Microsoft Teams – Update settings for a team #6914 **Updated:** - LinkedIn – Posting to personal pages now supported! #6769 - Bluesky – Error messages are improved and external links can now strut without images. #7026 - Closure – Only the current tab gets a redirect, others relax. #4486 - Closure – Now storing redirects in privacy-friendly sessions, no more cookies. #6870 - FluentCRM – Triggers can now play “Any” tag/list bingo. #6764 - Recipe logs – Paginated loop runs now sprint through large datasets. #6866 - Recipe logs – Timestamps now speak human instead of robot. #7005 - Stripe – Invoices dropped their empty line items—going lean and mean. #6855 - SG Optimizer and SG Security got their names updated. #7016 **Fixed:** - Action conditions – Double quotes no longer play charades. #6997 - Activity log – Trigger and action counts now speak the correct language. #6874 - Bitly – API calls tamed on settings page. #6878 - Database queries – Action count query’s new best friend is a prepared statement. #6875 - Gravity Forms – Radio fields tuned to parse token labels correctly. #7017 - MemberPress – Array key “ID” got found in the token hunt. #6988 - MemberPress – Trigger now pops for trial subscriptions via Stripe. #6786 - OptinMonster – Campaign scripts now know their way home. #6876 - Scheduled actions no longer stuck when new users are created, user selector mischief managed. #7024 - SureCart – Argument counts between checkout and webhook now shake hands. #6817 - Twilio – Phone numbers trimmed of HTML frills. #6979 - Uncaught TypeError – Undefined triggers now politely decline. #7023 - WordPress – Profile updates won’t retrigger recipes after role changes. #6805 - `is_action_or_trigger_active()` – Query streamlined for the data packrats. #6880 - WordPress – Titles now truly live up to their unique promise when creating posts with “Title must be unique” setting. #7067 - Memory leaks plugged, code tightened like a drum. #6755 - Security improvements – The usual suspects got rounded up. #6976 **Under the hood:** - Core improvements – Smarter integrations, leaner storage, faster caching, safer triggers, lighter memory use, quicker database lookups, speedier plugin loading, more reliable trigger queues, and redirects that finally speak up—everything’s running fitter, faster, and just a bit more chatty. #7034 #6756 #6808 #6868 #6871 #6865 #6867 #6869 #6877 #6853 #6872 #6873 - Recipe UI – Sentence tokens now behave when added via API. #7020 - Recipe log – Pagination plays nice, and constants got cozy. #6882 - Automator Views Schema – SQL SECURITY INVOKER keeps DEFINER errors at bay during migrations. #6881 - Repeater – Textareas keep their formatting cool during edits. #6350 - REST functionality is back, even when permalinks are in their plainest form. #7041 - New framework party - Drip #6829 - ClickUp #6842 - Kit (ConvertKit) #6832 - LinkedIn #6833 - Mautic #6830 - Microsoft Teams #6844 - OpenAI #6843 - Zoho Campaigns #6307 **Plugins:** Lite --- ### [v7.1.0.1](https://automatorplugin.com/changelog/uncanny-automator-7-1-0-1/) **Published:** March 2, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.1.0.1, released March 2, 2026. Includes: Fixed. **Content:** **Fixed:** - Fixed a PHP error on PHP 7.4 sites caused by throw expressions #6814 **Plugins:** Lite --- ### [v7.1.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-1-0/) **Published:** February 27, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.1.0, released February 27, 2026. Includes: New Plugin Integrations, New Triggers, New Action, New Conditions, New Loop Filters, Fixed. **Content:** **New Plugin Integrations:** - All in one SEO #3713 - Rank Math SEO #3730 - Sugar Calendar #3728 - Yoast SEO #3729 **New Triggers:** - Sugar Calendar – An RSVP is submitted for an event #3732 - Sugar Calendar – An event is updated in a calendar #3731 **New Action:** - Sugar Calendar – Update an event #3733 **New Conditions:** - All in one SEO – A post’s SEO score is greater than, less than, or equal to a value #3714 - Rank Math SEO – A post’s SEO score is greater than, less than, or equal to a value #3737 - Yoast SEO – A post’s SEO score is greater than, less than, or equal to a value #3734 **New Loop Filters:** - All in one SEO – A post’s SEO field is/is not empty #3716 - All in one SEO – A post’s SEO score meets a condition #3715 - Rank Math SEO – A post’s SEO field is/is not empty #3739 - Rank Math SEO – A post’s SEO score meets a condition #3738 - Yoast SEO – A post’s SEO field is/is not empty #3736 - Yoast SEO – A post’s SEO score meets a condition #3735 **Fixed:** - Date time – Date parsing now correctly handles localized month names, so non-English sites can tell what month it is. #3675 - Loops – Added a safety iteration limit during batched deletions to prevent memory meltdowns when processing large datasets. Big loops, calmer servers. #3693 - StudioCart – A guest completes an order for a product – Fixed an issue where tokens weren’t parsing properly for guest checkouts. Guests now get the full token treatment. #3768 - Woo – Add a product to the cart – Products now reliably make it into the cart for guest users. No more disappearing acts. #3709 - WordPress – A specific meta key of a specific type of post is updated to a specific value – Corrected an incorrect meta value token inside loops so it finally reports the right data. Specificity restored. #3671 **Plugins:** Pro --- ### [v7.1.0](https://automatorplugin.com/changelog/uncanny-automator-7-1-0/) **Published:** February 27, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.1.0, released February 27, 2026. Includes: New Plugin Integrations, New Triggers, New Actions, New Token, Updated, Fixed, Under the hood. **Content:** **New Plugin Integrations:** - [All in One SEO](https://automatorplugin.com/integration/all-in-one-seo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6648 - [Cloudflare](https://automatorplugin.com/integration/cloudflare/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6694 - [Easy WP SMTP](https://automatorplugin.com/integration/easy-wp-smtp/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6696 - [LiteSpeed Cache](https://automatorplugin.com/integration/litespeed-cache/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6699 - [Rank Math SEO](https://automatorplugin.com/integration/rank-math-seo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6692 - [SG Optimizer](https://automatorplugin.com/integration/sg-optimizer/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6700 - [SG Security](https://automatorplugin.com/integration/sg-security/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6695 - [Sugar Calendar](https://automatorplugin.com/integration/sugar-calendar/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6690 - [W3 Total Cache](https://automatorplugin.com/integration/w3-total-cache/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6697 - [WP Rocket](https://automatorplugin.com/integration/wp-rocket/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6693 - [WP Super Cache](https://automatorplugin.com/integration/wp-super-cache/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6698 - [Yoast SEO](https://automatorplugin.com/integration/yoast-seo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6691 **New Triggers:** - All in One SEO – A post’s SEO data is updated #6653 - All in One SEO – A post’s SEO score is greater than, less than, or equal to a specific value #6654 - Easy WP SMTP – An email fails to send #6733 - Easy WP SMTP – An email is blocked from sending #6734 - Easy WP SMTP – An email is sent successfully #6732 - Rank Math SEO – A post’s SEO data is updated #6713 - Rank Math SEO – A post’s SEO score is greater than, less than, or equal to a value #6714 - Sugar Calendar – A ticket for an event is purchased #6702 - Sugar Calendar – An event is created in a calendar #6701 - Yoast SEO – A post’s SEO data is updated #6706 - Yoast SEO – A post’s SEO score is greater than, less than, or equal to a value #6707 **New Actions:** - All in One SEO – Regenerate AIOSEO XML sitemap #6656 - All in One SEO – Reset a post’s SEO description #6649 - All in One SEO – Reset a post’s SEO title #6650 - All in One SEO – Set AIOSEO XML sitemap to a status #6659 - All in One SEO – Set AIOSEO robots.txt to a status #6658 - All in One SEO – Set a post’s SEO description to a specific value #6651 - All in One SEO – Set a post’s SEO title to a specific value #6652 - All in One SEO – Set a post’s focus keyphrase to a specific value #6657 - Cloudflare – Purge Cloudflare cache for a specific URL #6725 - Cloudflare – Purge Cloudflare cache for a specific post #6724 - Cloudflare – Purge all Cloudflare cache #6723 - LiteSpeed Cache – Purge LiteSpeed cache for a specific URL #6743 - LiteSpeed Cache – Purge LiteSpeed cache for a specific post #6742 - LiteSpeed Cache – Purge all LiteSpeed caches #6741 - Rank Math SEO – Delete a post’s SEO description #6719 - Rank Math SEO – Delete a post’s SEO title #6718 - Rank Math SEO – Delete a post’s focus keyword #6776 - Rank Math SEO – Set a post’s SEO description to a specific value #6716 - Rank Math SEO – Set a post’s SEO title to a specific value #6715 - Rank Math SEO – Set a post’s focus keyword to a specific value #6717 - SG Optimizer – Purge SG Optimizer cache for a specific URL #6745 - SG Optimizer – Purge all SG Optimizer caches #6744 - SG Security – Block a user #6728 - SG Security – Block an IP address #6726 - SG Security – Force all users to log out #6730 - SG Security – Force all users to reset their passwords #6731 - SG Security – Unblock a user #6729 - SG Security – Unblock an IP address #6727 - Stripe – Create and send an invoice to a customer #6603 - Sugar Calendar – Create an event with a title #6703 - Sugar Calendar – Delete an event #6704 - Sugar Calendar – Register an attendee to an event #6705 - Sugar Calendar – Submit an RSVP for an event #6778 - W3 Total Cache – Purge W3 Total Cache for a specific URL #6737 - W3 Total Cache – Purge W3 Total Cache for a specific post #6736 - W3 Total Cache – Purge all W3 Total Cache caches #6735 - WP Rocket – Purge WP Rocket cache for a specific URL #6722 - WP Rocket – Purge WP Rocket cache for a specific post #6721 - WP Rocket – Purge all WP Rocket caches #6720 - WP Super Cache – Purge WP Super Cache for a specific URL #6740 - WP Super Cache – Purge WP Super Cache for a specific post #6739 - WP Super Cache – Purge all WP Super Cache caches #6738 - Yoast SEO – Delete a post’s SEO description #6712 - Yoast SEO – Delete a post’s SEO title #6711 - Yoast SEO – Delete a post’s focus keyphrase #6777 - Yoast SEO – Set a post’s SEO description to a specific value #6709 - Yoast SEO – Set a post’s SEO title to a specific value #6708 - Yoast SEO – Set a post’s focus keyphrase to a specific value #6710 **New Token:** - WordPress Core – Added taxonomy tokens to all post publication triggers #6631 **Updated:** - Constant Contact – Empty fields will no longer wipe out perfectly good contact data. #6747 - GiveWP – Tokens are now available for custom fields. #6499 - WordPress – A post in a taxonomy is created – Simplified trigger logic. #6604 **Fixed:** - FluentCRM – Corrected a typo in `add_user_as_contact()` where `subscribe` was passed instead of `subscribed`, preventing automations from firing. #6803 - Settings – Background actions – Prevented disabled background actions from being automatically re-enabled. #6784 - StudioCart – A user completes an order for a product – Tokens now appear properly after checkout. #6780 - The Event Calendar – A user registers for an event – Restored compatibility with the latest version. #6608 - Trigger tokens – Now parse properly inside actions when Background processing is enabled. #6801 **Under the hood:** - Legacy date-based attachment upload directories are removed on update. #6791 - Uncanny Agent Beta Program – Performance and UX improvements. #6795 #6797 #6796 #6792 #6794 #6793 - Blocked SSRF on featured image URL in the Create a post action and added a log notice when blocked. #6789 - Blocked SSRF via private/reserved IP addresses on email attachment URLs (CVE-2026-2269). #6788 - Email attachments are validated against an allowed file extension list and stored with unpredictable filenames. #6785 - Upload directory is hardened with `.htaccess` and `index.php` to prevent PHP execution and directory listing. #6790 **Plugins:** Lite --- ### [v7.0.0.2](https://automatorplugin.com/changelog/uncanny-automator-pro-7-0-0-2/) **Published:** February 4, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.0.0.2, released February 4, 2026. Includes: Fixed. **Content:** **Fixed:** - Formidable Forms – Simplified helper calls for cleaner, happier code #3690 - User Selector – “Log the new user in” was being shy—now it logs them in as promised. #3666 - Woo Subscriptions – Extend subscription days now updates the “date\_modified” field like it should. #3703 - Token Loop – Uploaded CSV files are now looped as expected—back on track with your data. #3700 **Plugins:** Pro --- ### [v7.0.0.3](https://automatorplugin.com/changelog/uncanny-automator-7-0-0-3/) **Published:** February 4, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.0.0.3, released February 4, 2026. Includes: Update, Fixed, Under the hood. **Content:** **Update:** - Instagram – Media ID is not available – If Instagram media registration fails, we’ll retry up to 10 times before giving up. #6614 **Fixed:** - Automator Licensing – Squashed a rare PHP exception showing up on some sites. #6633 - Bitly – Stopped bugging the API with bad credentials—no more pointless calls. #6639 - Formidable Forms – Simplified helper calls for cleaner, happier code #6591 **Under the hood:** - App Integration framework webhook handling and option data helpers #6602 **Plugins:** Lite --- ### [v7.0.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-7-0-0-1/) **Published:** January 30, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.0.0.1, released January 30, 2026. Includes: Fixed. **Content:** **Fixed:** - Advanced Coupons – Store credit tokens were being shy—now they parse like pros. #3686 - BuddyPress – Group post authors are no longer invisible—welcome back! #3698 - Formidable – Simplified helper calls for cleaner, happier code. #3690 - Woo Memberships – Trigger now fires for the right user—admins can relax. #3668 - Gravity Forms – User registration triggers found their missing user context. #3696 **Plugins:** Pro --- ### [v7.0.0.2](https://automatorplugin.com/changelog/uncanny-automator-7-0-0-2/) **Published:** January 30, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.0.0.2, released January 30, 2026. Includes: Update, Fixed. **Content:** **Update:** - Uncanny Agent – Now supports universal tokens and calculations—smarter than ever. #6610 **Fixed:** - Core API – Actions created via MCP no longer missing meta data. #6598 - Events Manager – Attendee tokens are back and reporting for all events. #6579 **Plugins:** Lite --- ### [v7.0.0.1](https://automatorplugin.com/changelog/uncanny-automator-7-0-0-1/) **Published:** January 23, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.0.0.1, released January 23, 2026. Includes: Fixed. **Content:** **Fixed:** - Emails – Apostrophes in site names are now displayed properly in the “From” field #6570 - FluentCRM – Tokens now show up properly—no more hiding behind `class_exists` checks #6591 - Formidable Forms – Same token issue as FluentCRM, same fix—now playing nicely #6591 - JS error – Squashed a `TypeError` caused by missing `recipe_type`. No more JS drama #6584 - Uncanny Agent – Now populates TinyMCE fields with proper HTML formatting #6578 **Plugins:** Lite --- ### [v7.0.0](https://automatorplugin.com/changelog/uncanny-automator-pro-7-0-0/) **Published:** January 15, 2026 **Author:** Saad **Excerpt:** Uncanny Automator Pro 7.0.0, released January 15, 2026. Includes: New Trigger, New Actions, New Token, Breaking, Updated, Fixed, Under the hood. **Content:** **New Trigger:** - Gravity Forms – A form entry is updated to a status #3619 **New Actions:** - Formidable Forms – Create an entry for a form #3256 - Gravity Forms – Update an entry of a form #3620 **New Token:** - WP Job Manager – Job URL #3516 **Breaking:** - Refactor Gravity Forms integration and extend token support #2883. **IMPORTANT: Update both Uncanny Automator and Uncanny Automator Pro to > v7.0 to avoid disruption to Gravity Forms recipes.** **Updated:** - Amelia – All booking and appointment triggers now fire when an admin adds an appointment from the backend. Admins, your time has come! #3643 - DB Query – Run an SQL query – Added a helper method with a sharper nose for danger—now better at spotting real threats without crying wolf #3660 - Gravity Forms – A specific field in an entry for a form is updated to a specific value – Now triggers more reliably. Mission: accomplished #3648 - Gravity Forms – An entry is deleted from a form – Deprecated due to changes in Gravity Forms that rendered this trigger ineffective. Thanks for the memories #3649 - Paid Memberships Pro – Add the user to a membership level – Action tokens now behave like proper members. No more token tantrums #3639 **Fixed:** - Gravity Forms – A user is registered – Now works in edge cases where it previously took a nap #3645 - Loops – Was tripping up when `AUTH_KEY` or `AUTH_SALT` weren’t defined. #3652 - MailerLite – Create or Update Subscriber – Stopped trying to turn names into dates. It was giving everyone an identity crisis #3657 - Plugin Actions – Some custom trigger recipes were on a coffee break and not firing—now they’re back to work #3641 - Presto – Automator Free/Pro version mismatch was causing PHP drama. We’ve brought peace to the versions #3650 - Recipe Logs – Scheduled actions are now properly deleted when their logs are—clean logs, clean conscience #3654 - TEC – An attendee is registered for an Event – “Any Event” tokens were showing up empty. We’ve filled them with purpose #3634 - Tutor LMS – Mark a course complete for the user – Fixed the dual-error personality depending on Strict/Flexible mode. It’s now on its best behavior #3637 - Woo Subscriptions – Subscription product options got a little consistency makeover—now triggers and actions are totally in sync #3628 **Under the hood:** - Centralized permission handling by introducing `automator_pro_get_capability()` and `automator_pro_get_admin_capability()` – Out with the old `manage_options`, in with the sleek, modern capabilities—now 7.0-ready and future-friendly #3663 - General integration – Upgraded to the new framework with manifest support and a small licensing fix—more brains, less bloat #3610 **Plugins:** Pro --- ### [v7.0.0](https://automatorplugin.com/changelog/uncanny-automator-7-0-0/) **Published:** January 15, 2026 **Author:** Saad **Excerpt:** Uncanny Automator 7.0.0, released January 15, 2026. Includes: New Plugin Integration, New Trigger, New Actions, New Token, Breaking, Updated, Fixed, Under the hood. **Content:** **New Plugin Integration:** - WP Event Manager #5408 **New Trigger:** - WP Event Manager – An attendee is registered for an event #5409 **New Actions:** - FluentCRM – Add or Update a contact #6434 - Groundhogg – Add a tag to a contact #6140 - Groundhogg – Remove a tag from a contact #6140 - WP Event Manager – Register an attendee for an event #5410 **New Token:** - WP Job Manager – Job URL #6010 **Breaking:** - Gravity Forms – Major refactor, trigger improvement and additional token support #5908 *IMPORTANT: Update both Uncanny Automator and Uncanny Automator Pro to > v7.0 to avoid disruption to Gravity Forms recipes.* **Updated:** - Automator Core – Replaced hardcoded manage\_options checks with shiny new filterable functions—because flexibility is the spice of admin life #6374 - Bluesky – Now supports multiple line breaks when posting. Your poems and rants are safe #6525 - DeepSeek – Retired gracefully and removed from the codebase - FluentCRM – Add/Update a contact – A warm welcome to the new, more powerful and flexible action (re-add the action to your recipe to use it!) #6436 - Google Sheets – Removed deprecated actions #6245 - Telegram – Send a message – Now with WYSIWYG-powered HTML message support. Fancy formatting? Yes, please #6286 - X – Multiple line breaks are now welcome in your posts to X. We get it, sometimes you need the dramatic effect #6525 **Fixed:** - ActiveCampaign – Settings page – Now gracefully handles transient data errors #6534 - Amelia – An appointment is booked or A user books an appointment – Trigger now fires when appointments are added by admin from the backend. Admins want automation love too! #6439 - Closure – Redirect URL encoding – Gave encoding a proper lesson in behavior. Your URLs won’t misbehave anymore #6471 #6441 - Custom trigger/action label – Was playing hide-and-seek on some triggers/actions. We’ve taught it to show up properly now #6431 - Custom trigger/action label – Now parses with default values like a responsible piece of code #6433 - Discord – User verification shortcode XSS vulnerability fixed – Kicked the security bug out the door (CVE-2025-15522) #6542 - Paid Memberships Pro – Unexpected membership cancellation trigger firing during Woo Subscriptions renewal – This over-eager trigger is now chilling out #6558 - Recipe Logs – Adjusted status detection so “Completed with errors” only shows when there are actual errors—less false alarm, more accuracy #6540 - Settings – Background actions – Setting was being a bit forgetful, but we’ve helped it to remember to save on all sites now #6528 - Stripe – Create a payment link for a product – Metadata fields were causing “invalid value” errors. We’ve cleaned up the mess #6562 - Stripe – Create a payment link for a product – Custom token/values now play nicely in the product dropdown. Everyone’s invited to the party #6537 - Thrive Apprentice – A user receives access to a product – Now fires even when triggered by a webhook or other userless trigger. It’s now on duty full-time #6519 - Twitter/X – Post a tweet to X/Twitter – The deprecated action has returned from retirement to keep legacy recipes humming along #6427 - Uncanny Codes – Add a number of codes to a batch – Now respects your chosen prefix, suffix, and code length like it should have all along #6520 - Uninstall script – Improved the data removal process #6527 - WordPress Core – A specific role is added to the user – Now only fires when the role is actually added. No more déjà vu triggers #6516 **Under the hood:** - Added hooks to enable deleting scheduled actions when logs are deleted for Automator Pro – Because nobody likes leftover cron crumbs #6544 - Model Context Protocol (MCP) for Uncanny Agent (beta) – The robots are learning… but in a totally cool and helpful way #6413 - Automator Core API – Polished and primed for more integrations and dev wizardry #6412 - Core API – Introduced RESTful endpoints for recipe item CRUD—future-proofing your recipe game one endpoint at a time - Updated deprecated capability filters to align with the new centralized capability system – Everything now reports to the same boss #6374 - Fixed inconsistencies in \_recipe object – Got everyone on the same page—literally #6458 - Some App integrations not appearing connected – Connections now show up like they’re supposed to. No more silent treatment #6555 - LearnPress icon updated – Because a good-looking icon is half the battle #6473 - Recipe UI – Fixed listen\_fields errors in Action Conditions by ditching legacy field handling in favor of a modern Lit-based component. Out with the old, in with the Lit #5227 - Integration framework upgrades: - Google Sheets #6245 - Stripe #6168 - Telegram #6269 - WP Job Manager #6532 **Plugins:** Lite --- ### [v6.10.0.2](https://automatorplugin.com/changelog/uncanny-automator-6-10-0-2/) **Published:** November 18, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.10.0.2, released November 18, 2025. Includes: Fixed. **Content:** **Fixed:** - X/Twitter – Post {{a tweet}} to X/Twitter – Fixed an issue where the existing action wasn’t initialized, causing it to disappear and break older recipes; it has now been restored and deprecated for backwards compatibility. #6427 **Plugins:** Lite --- ### [v6.10.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-10-0-1/) **Published:** November 15, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.10.0.1, released November 15, 2025. Includes: Fixed. **Content:** **Fixed:** - Fixed a rare issue where some recipes could run more than once unexpectedly #6405 **Plugins:** Lite --- ### [v6.10.0](https://automatorplugin.com/changelog/uncanny-automator-pro-6-10-0/) **Published:** November 13, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.10.0, released November 13, 2025. Includes: New Triggers, New Action, New Condition, Fixed, Internal, Integration framework upgrades. **Content:** **New Triggers:** - ACF – A sub field in a group field is updated #3555 - ACF – A sub field in a group field is updated to a specific value #3556 - EDD – Recurring Payments – A user’s subscription to a price option of a download expires #3585 - EDD – Recurring Payments – A user’s subscription to a price option of a download is renewed #3588 - EDD – Software License – A user’s license for a download is disabled #3591 - Woo – A coupon is created #3455 - Woo – An order is created #3581 **New Action:** - Woo – Create a simple product #3537 **New Condition:** - FluentCRM – User belongs/does not belong to a list #3573 **Fixed:** - ACF – A user updates a field on a post – Now plays nice with ACF Group fields—because fields within fields deserve love too. #3531 - Fluent Forms – Form ID token returning as empty – We filled in the blank where the Form ID token forgot to show up. It’s back and behaving. #3597 - LearnDash – A user’s access to a course expires – This trigger was partying multiple times for the same user. We’ve enforced a strict one-and-done policy. #3557 - MailerLite – Improved date format verification for custom date fields – No more time-traveling tokens—date formats now check out before checking in. #3386 - SureCart – A guest purchases a product – Got a bit too enthusiastic and fired twice. We’ve reminded it to chill and fire once. #3523 - TEC – An attendee is registered for an event – Default event ID was photobombing other tokens. We’ve told it to wait its turn. #3608 - Woo Subscriptions – Condition: The user has an active subscription to a specific product – Wasn’t listing all products. #3613 - Woo Subscriptions – Condition: The user does not have an active subscription to a specific product – Now with full product coverage. #3613 - Woo Subscriptions – The user has/does not have an active subscription of a product loop filter – The loop forgot to list some subscriptions. We reminded it. #3613 - Woo Subscriptions – Some triggers not firing in non-user context, i.e., during cron – These were ghosting cron jobs. We’ve made sure they now show up on time. #3613 **Internal:** - Tweak Pro plugin description – Polished the plugin’s elevator pitch. #3569 **Integration framework upgrades:** - Presto #3564 - SureCart #3523 - EDD – Recurring Payments #3585 **Plugins:** Pro --- ### [v6.10.0](https://automatorplugin.com/changelog/uncanny-automator-6-10-0/) **Published:** November 13, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.10.0, released November 13, 2025. Includes: New Feature, New Actions, New Token, Updated, Fixed, Security Fix, Under the hood, Developers. **Content:** **New Feature:** - Recipe UI – *Custom x label* field to triggers and actions – Now you can label your triggers/actions like a proud parent. #6259 **New Actions:** - ActiveCampaign – Delete a contact that matches an email #3478 - Help Scout – Add a note to a conversation #6362 **New Token:** - Woo Bookings – Booking order item ID #6394 **Updated:** - Constant Contact – Create or update a contact – Rebuilt this action from the studs up, now with smarter address handling and custom fields that actually listen. #6287 - Woo – Order Summary Token – You can now tweak the width and colours like it’s your personal style guide. #6276 **Fixed:** - Event Manager – Fixed a rogue namespace issue for the `Em_Tokens` class—it now knows where it belongs. #6331 - Fluent Forms – `Form ID` token was showing up empty-handed—we’ve filled its pockets. #6240 - Fluent Forms AI – `default_api_timeout()` was feeling shy with its arguments. We gave it what it needed. #6345 - Notion – Add / Update Database – Our date token was having an existential crisis. Now it knows what time it is. #6347 - Notion – `str_contains` error when attempting to parse text on array values – It tried to read too much into arrays—now it’s been taught better boundaries. #6261 - Populate from Query – JS Error – `getintegrationCode` has now been defined and won’t ghost us anymore. #6385 - SureCart – A user purchases a product – This trigger was overexcited and firing twice. It’s calmed down now. #6141 - Slack – Cleanse text content of HTML before posting – Slack messages got a digital spa treatment—now scrubbed clean of unwanted HTML. #6257 - WordPress 6.7+ translation warnings – Translation warnings were getting loud. We’ve hushed them up for WordPress 6.7+. #5783 **Security Fix:** - Notion – Tightened security for `wp_ajax_automator_notion_list_users` endpoint due to missing nonce check. #6383 **Under the hood:** - App Integration OAuth Callback race condition resolved in a rare situation – We caught and calmed down a rare race condition so OAuth doesn’t run off without you. #6379 - Consolidate Copy to clipboard functionality – All clipboard functions are now singing from the same playbook—click, copy, done. #6236 - EDD-Recurring Payment items moved from EDD to their own integration – Recurring Payments packed their bags and moved out—independent and loving it. #6370 - Inconsistent `esc_html` usage in core – Some parts of the code weren’t playing by the HTML-escaping rules. We’ve brought them in line—safely sanitized and secure. #6334 - Replace Duplicator icon – Gave Duplicator a fresh new icon because even integrations like a glow-up. #6275 - Trigger Engine – More robust trigger engine – Beefed it up so it won’t flinch, even under pressure. #6376 - TinyMCE configuration options at the field level – Editors now get more say in their setup. #6354 - Triggers – Setting default value of `is_login_required` to `false` – We’re assuming users don’t need to be logged in—unless told otherwise. #6393 - UI doesn’t render — `t.trim is not a function` in a rare situation – Squashed this rare bug before it could confuse more letters with undefined functions. #6358 - Plain permalink REST endpoints are now supported – No pretty permalinks? No problem. REST endpoints now work even when things get… plain. #6398 - Automator now loads even on minimalist, plugin-bare sites—because everyone deserves a little automation magic. #6399 - Integration framework upgrades: - ActiveCampaign #6241 - Bluesky #6169 - Brevo #6170 - Campaign Monitor #6217 - Claude, Cohere, DeepSeek, Gemini, Grok, Mistral, and Perplexity #6252 - Constant Contact #6267 - EDD – Recurring Payments #6370 - GetResponse #6232 - Google Calendar #6244 - Google Contacts #6233 - Help Scout #6218 - Notion #6165 - Presto #6189 - Sendy #6327 - SureCart #6141 - Threads #6249 - Thrive Leads #5951 - Twilio #6219 - Twitter #6167 **Developers:** - Available filters for Woo Order Summary customization – You’re now the fashion designer of Woo Order Summary emails. Pick the colours, tailor the widths, and strut your styles down the inbox runway: - `automator_woocommerce_order_summary_max_width` — Set max width (default: `'640px'`) - `automator_woocommerce_order_summary_container_class` — Container CSS class (default: `'automator-order-summary-container'`) - `automator_woocommerce_order_summary_container_id` — Container ID (default: `'automator-order-summary-{order_id}'`) - `automator_woocommerce_order_summary_table_class` — Table CSS class (default: `'automator-order-summary-table'`) - `automator_woocommerce_order_summary_tr_text_color` — Table row text color (default: `'#636363'`) - `automator_woocommerce_order_summary_td_border_color` — Table cell border color (default: `'#e5e5e5'`) - `automator_woocommerce_order_summary_td_text_color` — Table cell text color (default: `'#636363'`) - `automator_order_summary_html_raw` — Filter the raw HTML array before output (receives `$html` and `$order`) **Plugins:** Lite --- ### [v6.9.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-9-0-1/) **Published:** October 6, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.9.0.1, released October 6, 2025. Includes: New Tokens, Fixed, Under the hood. **Content:** **New Tokens:** - EDD – Software Licensing – Price option ID and Price option name #6250 **Fixed:** - BuddyBoss – Squashed a rare PHP warning about undefined array keys #6186 - Slack – Slack actions got a little too honest and started showing raw HTML. We’ve taught it some markdown manners #6264 **Under the hood:** - App Integration framework – We gave the params a quick spa day to normalize things—now everyone’s playing by the same rules #6220 - Added third-party integrations to the Integrations screen #6253 - Companion code for Loops table in Automator Pro – Packed a little helper kit to support Loops in Pro—teamwork makes the tables work #6074 **Plugins:** Lite --- ### [v6.9.0](https://automatorplugin.com/changelog/uncanny-automator-pro-6-9-0/) **Published:** September 18, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.9.0, released September 18, 2025. Includes: New App Integrations, New Triggers, New Actions, New Conditions, New Loop Filter, Updated, Fixed, Under the hood. **Content:** **New App Integrations:** - Asana #3465 - GitHub #3456 **New Triggers:** - Asana – A comment is added to a task in a specific project #3469 - Asana – A custom field of a task is set to a specific value #3471 - Asana – An approval task is set to a status #3470 - Asana – A task is created in a specific project #3467 - Asana – A task is updated in a specific project #3468 - EDD – A user cancels their subscription to a price option of a download #3486 - EDD – A user receives a Stripe refund for their subscription to a price option of a download #3487 - EDD – A user subscribes to a price option of a download #3485 - GitHub – A pull request is merged in a repository #3460 - GitHub – A pull request is opened in a repository #3461 - GitHub – A push is made to a repository #3462 - GitHub – A release is published in a repository #3463 - GitHub – An event occurs in a repository #3458 - GitHub – An issue is created in a repository #3459 **New Actions:** - EDD – Generate a discount code #3483 - WordPress – Update the published date of a post #3520 **New Conditions:** - Woo Bookings – A booking contains a specific bookable product #3548 - Woo Bookings – A booking duration meets a criteria #3550 - Woo Bookings – A booking is/is not scheduled between a specific start date and a specific end date #3549 - Woo Bookings – A booking’s order status is/is not a specific status #3551 - Woo Bookings – A booking product contains/does not contain a specific product category #3552 - Woo Bookings – A booking product contains/does not contain a specific product tag #3553 - Woo Bookings – A booking status is/is not a specific status #3547 **New Loop Filter:** - Woo Bookings – The user has/has not purchased a specific bookable product #3554 **Updated:** - EDD – Now delivering cleaner code and more Customer tokens than a rewards program. #3484 - Incoming Webhooks – Receive data from `{{a webhook}}` – Added tokens for headers – Headers were feeling left out, so we gave them a token-worthy upgrade. #3568 - Woo – Polished up those guest trigger sentences so they now sound like they passed grammar school. #3526 - Loops – We put loop data logs on a diet. Loops now travel 85% lighter! #3309 **Fixed:** - Gravity Forms – Submit an entry for a form – We stopped the action pile-up—now forms play nice even when racing to submit. #3409 - The Event Calendar – An attendee registers for an event – We found the missing ticket tokens loitering backstage. They’ve now been ushered into the spotlight where they belong. #3441 - WS Forms – A user submits a form with a specific value in a specific field – Those field-value picky triggers have been straightened out—consistency for all! #3510 - Woo – A guest completes, pays for, lands on a thank you page for an order with a specific coupon – Turns out our coupon dropdown was playing hide-and-seek. It’s now back and ready to drop. #3512 - Woo Subscriptions – A user’s subscription to a product is set to a status – Duplicate status tokens removed #3544 - Woo Subscriptions – Cancel the user’s subscription to a variable subscription product – Not appearing on latest release – This action ghosted us in the last release. We’ve re-invited it to the party. #3584 - Woo Subscriptions – The user has an active subscription to a product – The filters had stage fright. We’ve given them a pep talk—they’re filtering like pros now. #3513 - WooCommerce – Generate a Coupon Code – Coupon codes eligible on “All products” now work reliably. #3528 - WordPress – Add a taxonomy term to a post in a post type – Custom taxonomies were being snubbed. They’re now warmly welcomed and properly added. #3514 **Under the hood:** - Gave the ARMember icon a refresh. #3578 **Plugins:** Pro --- ### [v6.9.0](https://automatorplugin.com/changelog/uncanny-automator-6-9-0/) **Published:** September 18, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.9.0, released September 18, 2025. Includes: New App Integrations, New Trigger, New Actions, New Tokens, Updated, Fixed, Under the hood. **Content:** **New App Integrations:** - [Asana](https://automatorplugin.com/integration/asana/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #6079 - [GitHub](https://automatorplugin.com/integration/github/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4351 **New Trigger:** - EDD – A user purchases a price option of a download #6094 **New Actions:** - Asana – Add a comment to a task in a specific project #6081 - Asana – Add a tag to a task in a specific project #6082 - Asana – Create a task in a specific project #6080 - Asana – Get details from a task #6091 - Asana – Remove a tag from a task in a specific project #6083 - Asana – Update a specific task in a specific project #6100 - GitHub – Add a comment to an issue or pull request in a repository #6070 - GitHub – Add a label to an issue or pull request in a repository #6072 - GitHub – Add a release tag to a branch #6071 - GitHub – Remove a label from an issue or pull request in a repository #6073 - Slack – Add users to a channel #6188 - Zoom – Create a meeting #6157 - Zoom – Create a recurring meeting #6175 - Zoom Webinars – Create a webinar #6158 **New Tokens:** - Date time – Current month (with leading zero) #6204 - EDD – Universal new tokens #6105 - User orders. (loopable type) - User spent - User address line 1 - User address line 2 - User city - User state/province - User country - GamiPress – Add new Balance Points Token for related Triggers #6132 - Points - Points after change - Google Calendar – Add an event to a Google Calendar – Several new Action tokens #6160 - Event ID - Event link - Event start time - Event end time - Calendar ID - Add to Google Calendar URL - Add to Google Calendar anchor link - Add to Apple Calendar URL - Add to Apple Calendar anchor link - Add to Outlook URL - Add to Outlook anchor link - All calendar platform links - Woo Bookings – Several tokens for all triggers #6159 - Booking product ID - Booking duration type - Booking duration - Booking duration unit - Booking duration (in minutes) - Booking timezone - Booking start date - Booking start time - Booking end date - Booking end time - Booking product tags - Booking product categories - WordPress – Post triggers #6143 - Post published date - Post published date (GMT) - Post modified date - Post modified date (GMT) **Updated:** - Google Calendar – Add an event to a Google Calendar – Added timezone field – Google Calendar events now know what time it is and where they are. #6161 **Fixed:** - Discord – Universal tokens were freeloading without a connection. We’ve kicked them out until Discord signs in. #6136 - Recipe UI – Conditions Dialog – Mutliselect text margin fixed – That multiselect margin finally got a makeover. No more squished text awkwardness. #6162 - WordPress – Create a post – UI Issue for Taxonomy and Term fields showing custom token instead of the actual taxonomy and term selected. #6152 **Under the hood:** - ARMember icon makeover. #6199 - App integration settings framework – Added a standardized backend with PHP classes and traits, plus slick Lit components for managing settings in style – Because app settings deserve to be handled with class… and traits. #6066 - Integration framework upgrades: Bit.ly, Discord, EDD Software Licensing, Slack, Zoom Meetings, Zoom Webinars #6164, #6174, #6127, #6166, #6178, #6179 - Recipe UI – Improved support for 3rd Party connection settings in recipe UI – Third-party settings now feel right at home in the recipe UI. #6147 - Fixed options memory leak – Options have finally stopped repeating themselves. We told them once is enough. #5789 **Plugins:** Lite --- ### [v6.8.0](https://automatorplugin.com/changelog/uncanny-automator-pro-6-8-0/) **Published:** August 21, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.8.0, released August 21, 2025. Includes: New Triggers, New Condition, Updated, Fixed, Under the hood. **Content:** **New Triggers:** - Amelia – A user’s booking for an event changes to a specific status #3378 - URL – A URL with a URL parameter set to a specific value is visited #3498 - URL – A user visits a URL with a URL parameter set to a specific value #3497 **New Condition:** - Woo – An order is/is not in a specific status #3496 **Updated:** - Woo – We gave the Woo trigger sentences a grammar check and a pep talk. Now they speak with confidence and clarity. #3444 **Fixed:** - DB Query – Run an SQL query – Queries with semicolons inside text were getting unjustly blocked. We’ve calmed the parser down and added safer output and translations. #3448 - Newsletter – Add the user to a list – Users were getting the cold shoulder and staying “Unconfirmed.” We’ve now made sure they get the warm welcome they deserve. #3438 - Thrive Apprentice – A user progresses in a course – “Any course” finally means any course, not no course. Logic wins. #3453 - Woo – Create an order – Creating the order for the user that triggered the recipe instead of the billing email in some situations – Orders now go to the billing email like they’re supposed to, not just whoever hit the button. #3408 - Woo – Add a note to an order – Private notes were visible to customers too. We reminded them what “private” means. #3442 - Woo Subscriptions – A user’s renewal payment for a subscription product fails – Order ID and Order total tokens showing parent details instead of current order – Tokens now know who they really are and stopped borrowing their parent’s ID. #3479 - Woo Subscriptions – User context updated in various Woo Subscriptions triggers – We’ve cleaned up user context across multiple triggers—less confusion, more precision. #3494, #3445 **Under the hood:** - Added version dependency checks to ensure Pro only runs and updates with a compatible version of the free Uncanny Automator plugin – No more awkward breakups between Pro and Free—they now check compatibility before taking things to the next level. #3502 - Pre-activated license option – Not activating existing subsites on multisite installations – The pre-activated license was playing favourites. Now it includes everyone—subsites too! #3481 **Plugins:** Pro --- ### [v6.8.0](https://automatorplugin.com/changelog/uncanny-automator-6-8-0/) **Published:** August 21, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.8.0, released August 21, 2025. Includes: New Trigger, New Token, Added, Updated, Fixed, Under the hood. **Content:** **New Trigger:** - Help Scout – A conversation is created in a mailbox #6121 **New Token:** - Help Scout – Conversation Number, Folder ID #6090 **Added:** - Discord – Updated members dropdown to show only verified users to comply with Discord recommendations #6048 - Discord – Added caching for performance, and improved username handling without discriminators #6048 - Post Loops – Post meta tokens are now available inside post loops (Automator Pro) #6038 - Settings – Ability to enter Automator Pro License key to install and activate Automator Pro #5998 **Updated:** - LearnDash – A user has completed X% of a course – Tweaked the sentence to stop pretending it knows algebra. It now just says “percentage.” #6044 - MailChimp – Refactored merge field handling and email validation to improve error handling, input validation, and overall integration robustness. Basically, it’s a lot smarter and a little less dramatic now. #5341 - Woo – The Woo triggers got a grammar upgrade. Fewer sentence fragments, more clarity. #6057 - WordPress – Create a post – Taxonomy and Term fields now support custom field token #6102 **Fixed:** - Run code – Call a custom function/method – Function return value – Race condition due to internal process being hooked multiple times. #6055 - Elementor – Triggers not firing when “Any form” is selected – Apparently “Any form” meant “No form.” That’s been corrected—now it means what it says. #6045 - FluentCRM – Support for Custom Values/Tokens for custom fields – Now giving you the custom field love you deserve, with fewer surprises in the dropdown. #6031 - Mailchimp – Add an email to an audience – “Your merge fields were invalid” log error – Merge fields now know their place. Less sass, more class. #5933 - MemberPress – PHP Warning of undefined array key on some sites – Silenced the PHP grumbles about undefined keys. All is calm. #6097 - Notion – Create a Database Item – Fixed issues with database item creation and updates by improving JSON handling, token parsing, error handling, and data sanitization for labels and descriptions #6059 - Outgoing Webhooks – Retrying a failed webhook when two or more webhooks failed subsequently would only resend the last webhook in the logs – Everyone gets a fair retry now, not just the caboose of the action train. #6053 - Thrive Apprentice – A user completes a course not firing – Courses are now completing with celebratory trigger fireworks as expected. #6026 - Thrive Architect – A user registers via a registration form – User data not available in some situations – The data finally decided to show up. #6051 - Thrive Quiz Builder – A quiz is completed – This trigger is now smarter and knows when you’ve really finished your quiz. #6040 - ActiveCampaign – Improved access control for the incoming webhook key regeneration function #6123 **Under the hood:** - Help Scout – Code quality updated – We gave the Help Scout codebase a spa day. Cleaner, fresher, and ready for action. #6089 - New WP Action hooks – Laid down some fancy hooks so future integrations can jump in at just the right time. #6063 **Plugins:** Lite --- ### [v6.7.0.3](https://automatorplugin.com/changelog/uncanny-automator-pro-6-7-0-3/) **Published:** July 28, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.7.0.3, released July 28, 2025. Includes: Fixed. **Content:** **Fixed:** - Woo – A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount – Selected values appeared reversed once the trigger was saved #3437 - Woo – Create an order with a product and Create an order with a product with a payment gateway – PHP error when loading fields in the Recipe UI #3434 **Plugins:** Pro --- ### [v6.7.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-6-7-0-1/) **Published:** July 25, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.7.0.1, released July 25, 2025. Includes: Fixed, Under the Hood. **Content:** **Fixed:** - Thrive Apprentice – Dependency check updated to avoid PHP errors on some sites #3430 **Under the Hood:** - Actions Conditions – `is_dependency_active` normalized across all Action Conditions #3431 - Integrations Loader – Tightened `file_exists` check in case the integration list returns a cached version #3432 **Plugins:** Pro --- ### [v6.7.0.2](https://automatorplugin.com/changelog/uncanny-automator-pro-6-7-0-2/) **Published:** July 25, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.7.0.2, released July 25, 2025. Includes: Fixed. **Content:** **Fixed:** - Tin Canny – Dependency check causing PHP errors on some sites #3430 **Plugins:** Pro --- ### [v6.7.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-7-0-1/) **Published:** July 25, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.7.0.1, released July 25, 2025. Includes: Update. **Content:** **Update:** - Thrive Apprentice – `class_alias` added to support older Automator Pro versions **Plugins:** Lite --- ### [v6.7.0](https://automatorplugin.com/changelog/uncanny-automator-pro-6-7-0/) **Published:** July 24, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.7.0, released July 24, 2025. Includes: New Plugin Integrations, New Triggers, New Action, New Condition, New Loop Filter, Updated, Fixed, Under the hood. **Content:** **New Plugin Integrations:** - Mailster #3218 - Sureforms #3332 **New Triggers:** - Mailster – A subscriber clicks a link in a Mailster email #3222 - Mailster – A subscriber is removed from a Mailster list #3219 - Mailster – A subscriber opens a Mailster email #3221 - SureForms – A form is submitted with a specific value in a specific field #3334 - SureForms – A user submits a form with a specific value in a specific field #3333 - Woo – A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount #1119 **New Action:** - Mailster – Remove a subscriber from a Mailster list #3220 **New Condition:** - Thrive Apprentice – The user has/does not have access to a Thrive Apprentice product #3422 **New Loop Filter:** - Thrive Apprentice – A user has/does not have access to a Thrive Apprentice product #3353 **Updated:** - BuddyBoss/BuddyPress – A user registers with a specific value in a specific field – Added Social Sign up support—now ready to welcome your users whether they type a password or tap a social button #3381 - MemberPress – Add the user to a membership – Added support for corporate memberships by detecting Corporate Account add-on, creating accounts, and preventing duplicate assignments #3369 **Fixed:** - ACF – Triggers are interpreting 0 as false and bailing out—turns out zero does count! We’ve taught it to stop ghosting the valid zeros #3376 - BuddyPress – Remove the user from a group – Not removing the user from the group on some sites—eviction notices are now properly served #3379 - Woo – “A product with a specific term in a specific taxonomy has its associated order set to a specific status” returning PHP error in some use cases—no more fatal surprises when taxonomy meets status #3403 - Gravity Forms – Submit an entry for a form – Improved Time field handling—because time waits for no one, and neither should your entries #3398 - LearnPress – Mark a course complete for the user & Enroll the user in a course – PHP Error with LP v4.2+—we’ve schooled that error into submission #3424 - Magic Button/Link – Not working in Admin Pages—your magic buttons are now truly magical again, even behind the scenes #3357 - Woo Subscriptions – Gave Woo Subscriptions its own corner office (and integration) #3145 - Recipe UI – Actions appearing in the incorrect order in some recipes after reloading #3355 - Studiocart – A guest completes an order for a product & A user’s subscription is cancelled for a product – Typecast missmatch causing triggers to not fire reliably on some sites #3367 #3387 - The Events Calendar – An attendee is registered for an event does not work for guests—guests are now officially on the list #3360 - Woo Membership – A user’s access to a membership plan is changed to a status – PHP Error on validation—fixed the syntax and the sadness #3364 **Under the hood:** - Integration icons updates + Typeform logo updated—fresh icons, new drip—looking snazzy in the integrations wardrobe #3425 - Thrive Apprentice – Code updated to the latest framework `[Automator 6.7+ required]`—we brought it up to speed and gave it a shiny new backbone #3372 **Plugins:** Pro --- ### [v6.7.0](https://automatorplugin.com/changelog/uncanny-automator-6-7-0/) **Published:** July 24, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.7.0, released July 24, 2025. Includes: New Plugin Integration, New Triggers, New Action, New Token, Addition, Updated, Fixed, Under the hood. **Content:** **New Plugin Integration:** - [SureForms](https://automatorplugin.com/integration/sureforms/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5774 **New Triggers:** - GamiPress – A user loses greater than, less than, or equal to a number of a specific type of points #5894 - LearnDash – A user has completed X% of a course #5367 - SureForms – A form is submitted #5774 - SureForms – A user submits a form #5772 - Thrive Apprentice – A user receives access to a product #5878 - Thrive Architect – A user registers via a registration form #5893 **New Action:** - MailPoet – Add a tag to the subscriber #5511 - MailPoet – Remove a tag from the subscriber #5511 **New Token:** - Universal Token – Discord – Discord ID (Snowflake) #6002 **Addition:** - Recipe Logs – Track the total recipe run number relative to the user’s run number—now you can see not just how many times a recipe ran, but how many times it ran for a specific user #3890 **Updated:** - ActiveCampaign – Support for adding tags via name when using a custom value —because “name dropping” is totally allowed here #5873 - Brevo – Error logs now show if an action failed due to IP whitelisting—so you’re not left guessing if the gatekeeper said “no” #6006 - Discord – Discord usernames are now encrypted—your secrets are safe, even from your favorite Discord bot #5997 - JSON Trigger – WP filter `automator_loopable_should_encode_html_entities` to optionally allow HTML entities—because sometimes, <3 just wants to be seen as ❤️ #5899 - LearnPress – Improved compatibility with LearnPress v4.2+—they grew up so fast, but we’ve caught up #5544 - Loops & Common tokens – User tokens under “Common” will now return the details of the user that triggered the recipe instead of loop users—know thy trigger-happy users #6012 **Fixed:** - ActiveCampaign – Add a contact to ActiveCampaign – No longer overwrites existing values when fields are left blank—now it politely updates without steamrolling your data #5902 - ActiveCampaign – Custom field dropdowns in actions no longer default to the first option—no more “surprise selections” when you’re not looking #5916 - App Integrations – Some AI Integrations returning blank settings pages on some sites—fixed the disappearing act, now everything shows up to work #5907 - LearnPress – Mark a lesson complete for the user – PHP Error on some sites—gave the rogue lesson a hall pass and fixed the crash #5416 - Loop filters in Automator Pro – Custom values were not being saved—their memory wasn’t so good; now they remember like an elephant #5864 - Ninja Forms – Improved handling of Repeatable Fieldset tokens—less token confusion, more repeatable joy #5930 - Notion – Create a database item – Action fails with 400 error when using custom select values in unsupported fields #5911 - Recipe throttling not working on some triggers—our recipe timers are back in sync, Gordon Ramsay would approve #5877 - Thrive Leads – Form dropdown listing some forms twice—now listing forms just once, because once is enough #5903 - WP Job Manager – A user submits a specific type of job – Trigger was also running when jobs were updated—we’ve stopped the trigger from being an overachiever #5974 **Under the hood:** - All Recipes – Import button now appears immediately without a fade in animation—no more dramatic entrances, just business #6027 - Closure – JS script converted to VanillaJS—ditched the fancy wrappers, went full vanilla #6030 - Codeception namespace check causing unexpected issues with a third-party plugin—cleaned up the namespace mess like a good houseguest #6029 - Disable public REST API endpoint for recipes—locked the front door to keep recipe secrets safe #6022 - Google Calendar – Migrated to the latest framework—now running smoother than a freshly scheduled meeting #5621 - Thrive Apprentice – Migrated to the latest framework—leveled up behind the scenes without messing with your flow #5927 - Thrive Quiz Builder – Migrated to newer framework and user tokens normalized—because even tokens need a bit of structure in their lives #5635 - Updated icons of built-in integrations—spruced up the icons so they shine like they mean it #5594 **Plugins:** Lite --- ### [v6.6.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-6-0-1/) **Published:** June 19, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.6.0.1, released June 19, 2025. Includes: Fixed, Under the hood. **Content:** **Fixed:** - MailChimp – Action tokens without labels were trying to show up – We’ve fixed that. #5861 - OpenAI – Use a prompt to generate text with the GPT model – Actions were failing when temperature was not explicitly set. #5859 - Studiocart – A user purchases a product – Some customers were getting ghosted after checkout. Both logged-in and anonymous buyers now get the attention they deserve. #5869 **Under the hood:** - Dynamic field visibility – We taught the repeater field how to play hide and seek properly—visibility toggles are now working like a charm. #5845 - Recipe UI – JS error – We told JavaScript to stop trying to add event listeners to thin air. Nulls are off-limits now. #5851 - Mailster – Added help code to support extended functionality in Uncanny Automator Pro. Future-proofing engaged! #5870 **Plugins:** Lite --- ### [v6.6.0](https://automatorplugin.com/changelog/uncanny-automator-pro-6-6-0/) **Published:** June 5, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.6.0, released June 5, 2025. Includes: New Plugin Integration, New Triggers, New Actions, Update, Fixed. **Content:** **New Plugin Integration:** - FluentCommunity #3345 **New Triggers:** - FluentCommunity – A user comments on a post in a space #3345 - FluentCommunity – A user is unenrolled from a course #3341 - FluentCommunity – A user leaves a space #3340 - FluentCommunity – A user reacts to a post in a space #3344 - FluentCommunity – A user submits a request to join a space #3343 **New Actions:** - FluentCommunity – Add a post to a space #3346 - FluentCommunity – Mark a course complete for the user #3338 - FluentCommunity – Mark a lesson complete for the user #3337 - FluentCommunity – Remove the user from a space #3342 - FluentCommunity – Unenroll the user from a course #3339 **Update:** - WordPress – A guest comment is submitted on a user’s post – “Trigger only if the comment passes Akismet spam filtering” toggle added—only legit comments need apply #3263 - WordPress – A user’s comment on a post is approved – “Trigger only if the comment passes Akismet spam filtering” toggle added—no more false alarms from robot poets. #3263 **Fixed:** - Tin Canny – We had a PHP tantrum on our hands—now it’s cooled off and compatible with v5.0+ for Tin Canny for LearnDash. #3329 - MailerLite – Create or Update a Subscriber – Fields left blank no longer clear existing values. #3351 **Plugins:** Pro --- ### [v6.6.0](https://automatorplugin.com/changelog/uncanny-automator-6-6-0/) **Published:** June 5, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.6.0, released June 5, 2025. Includes: New App Integrations, New Plugin Integrations, New Triggers, New Actions, Updated, Fixed, Security Fix, Under the hood. **Content:** **New App Integrations:** - [Anthropic](https://automatorplugin.com/integration/anthropic/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5818 - [Cohere](https://automatorplugin.com/integration/cohere/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5819 - [DeepSeek](https://automatorplugin.com/integration/deepseek/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5821 - [Google Gemini](https://automatorplugin.com/integration/gemini/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5823 - [Mistral AI](https://automatorplugin.com/integration/mistral/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5827 - [Perplexity](https://automatorplugin.com/integration/perplexity/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5829 - [xAI](https://automatorplugin.com/integration/xai/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5825 **New Plugin Integrations:** - [FluentCommunity](https://automatorplugin.com/integration/fluentcommunity/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5668 - [Mailster](https://automatorplugin.com/integration/mailster/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5405 **New Triggers:** - ARMember – A user is added to a membership plan #5769 - Events Manager – A user publishes a new event #5366 - FluentCommunity – A user completes a course #5704 - FluentCommunity – A user completes a lesson #5714 - FluentCommunity – A user is enrolled in a course #5702 - FluentCommunity – A user joins a space #5700 - FluentCommunity – A user posts to a space #5709 - Mailster – A new subscriber is added to a Mailster list #5406 **New Actions:** - Anthropic – Use a prompt to generate a text response with a Claude model #5817 - Cohere – Use a prompt to generate a text response with a Cohere model #5820 - DeepSeek – Use a prompt to generate a text response with a DeepSeek model #5822 - FluentCommunity – Add the user to a space #5707 - FluentCommunity – Enroll the user in a course #5705 - Google Gemini – Use a prompt to generate a text response with a Gemini model #5824 - Mailster – Add a subscriber to a Mailster list #5407 - Mistral AI – Use a prompt to generate a text response with a Le Chat model #5828 - Newsletter – Add a subscriber to a list #5030 - OpenAI – Use a prompt to generate an image #5797 - Perplexity – Use a prompt to generate a text response with a Perplexity model #5830 - xAI – Use a prompt to generate a text response with a Grok model #5826 **Updated:** - Gravity Forms – A form is submitted – Added “Can login user?” field for the user selector, because forms should know who’s knocking before letting them in #5799 - OpenAI – “Use a prompt to generate an image” changed to “Use a prompt to generate an image with Dall-E” #5796 - WPForms – Separate the Name field’s smart tag into multiple tokens – Because sometimes you just want the first name without dragging the last name along #5514 - WordPress – A user’s post receives a comment – “Trigger only if the comment passes Akismet spam filtering” toggle added—only legit comments need apply #5841 - WordPress – A user submits a comment on a post – “Trigger only if the comment passes Akismet spam filtering” toggle added—no more false alarms from robot poets #5841 - Dashboard – Got a fresh coat of digital paint. Still the same great taste, now with better looks. #5632 **Fixed:** - Repeater field tokens – Can now be output as a string in various actions (Email, Logging, etc.) #5765 - Addons – Pro basic licenses were not showing upgrade link on Addons page – That sneaky link was hiding from the spotlight—now it’s front and center #5754 - Discord – Send a message to a channel – Discord messages were a little breathless—line breaks are now supported #5751 - Formidable – A form is submitted – Repeater tokens were being a bit rebellious—now they’re back in line and returning correct values #5509 - Mailchimp – We’ve tamed the gremlins behind the connection issues—Mailchimp can now connect without drama #5786 - Tin Canny – We had a PHP tantrum on our hands—now it’s cooled off and compatible with v5.0+ for Tin Canny for LearnDash #5803 **Security Fix:** - App Integrations – Added nonce and capability checks for app disconnect requests #5746 **Under the hood:** - Frontend assets – We gave the frontend code a deep tissue massage—looser, faster, and better organized #5632 - Improved support for third-party App settings pages – Connecting to an Automator account now only required for native App integrations #5638 - uap\_options – Added a new type column to store data type – Reduced stored rows by 50% #5793 **Plugins:** Lite --- ### [v6.5.0.2](https://automatorplugin.com/changelog/uncanny-automator-6-5-0-2/) **Published:** May 23, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.5.0.2, released May 23, 2025. Includes: Fixed, Known Issue. **Content:** **Fixed:** - Trigger firing behavior – WordPress 6.7 required that plugins make adjustments to loading priority. In version 6.5 we adjusted Automator to comply with the new guidelines. However, because of the nature of how Automator works, some triggers for plugins that do not yet comply with the new guidelines failed to fire. We’ve reverted the change for now. #5781 - Outgoing Webhooks – The Type dropdown had stage fright in the latest release—it’s now back on duty and ready to drop down like it should. #5780 **Known Issue:** - Notice: Function `_load_textdomain_just_in_time` was called incorrectly will now be displayed when debug is enabled, until all plugins that we integrate with have been updated to the new guidelines. **Plugins:** Lite --- ### [v6.5.0.2](https://automatorplugin.com/changelog/uncanny-automator-pro-6-5-0-2/) **Published:** May 22, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.5.0.2, released May 22, 2025. Includes: Fixed. **Content:** **Fixed:** - Formatter – Convert date into format – Unix input no longer ignored, dates work again #3327 - Magic Button / Links – Recipes now trigger when buttons are clicked—finally! #3324 **Plugins:** Pro --- ### [v6.5.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-6-5-0-1/) **Published:** May 13, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.5.0.1, released May 13, 2025. Includes: Fixed. **Content:** **Fixed:** - Incoming Webhooks – Fixed a sneaky JS error that was hiding the modal like it was playing hide and seek—captured data now shows up loud and proud! #3321 - Incoming Webhooks – The Type dropdown had stage fright in the latest release—it’s now back on duty and ready to drop down like it should. #3322 **Plugins:** Pro --- ### [v6.5.0](https://automatorplugin.com/changelog/uncanny-automator-pro-6-5-0/) **Published:** May 9, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.5.0, released May 9, 2025. Includes: New Integration, New Actions, New Tokens, Update, Fixed. **Content:** **New Integration:** - Loop #3275 **New Actions:** - Loop – End loop #3213 - Woo – Add a product to the cart #3281 **New Tokens:** - Loop – Loop iteration #3280 - Thrive Apprentice – A user progresses in a course – Percentage completed #3288 **Update:** - Paid Memberships Pro – Add the user to a membership level – Added support for “Set Expiration Dates” add-on if available. Because nothing says commitment like an expiration date! #3302 **Fixed:** - Amelia – A user’s booking of an appointment for a service has been changed to a specific status only fires once when there are two or more users in the same appointment schedule – We’ve taught Amelia some manners; no more double-dipping status changes! #3265 - Automatic login link – This token was on an extended coffee break. We’ve hauled it back to work! #3307 - Database Query – Run a `SELECT` query – We’ve told the database that just because a column has a fancy reserved name doesn’t mean it gets special treatment. Also, tightened the security locks! #3316 - Database Query – Run a `SELECT` query – Empty columns were trying to be mysterious. We’ve exposed them as the empty strings they really are! #3284 - Formatter – Convert date into format – Apparently, not all numbers want to be timestamps. We’ve added some clarification to avoid identity crises! #3313 - LearnDash – A user submits an assignment for a lesson or topic – Post URL not parsing correctly – We found the map for those lost URLs; they’re now arriving safely! #3268 - LearnDash – Removed “Any quiz” option in quiz actions – “Any quiz” didn’t belong there. We’ve kindly shown it the door! #3310 - Scheduled actions – Cancelling scheduled actions does not remove data from `uap_options` table – Those cancelled actions were leaving their luggage behind. We’ve enforced proper checkout procedures! #3314 #3296 - Thrive Apprentice – A user progresses in a course – This trigger hit the snooze button one too many times. It’s now wide awake and reporting for duty! #3291 - Woo – A product with a specific term in a specific taxonomy has its associated order set to a specific status – Woo was a little too open-minded. We’ve set some healthy boundaries! #3298 - WordPress – A user updates a post in a specific status – Was erroneously using the previous post status instead of the updated status – Time travellers are cool, but not in post statuses. We’ve fixed the timeline! #3237 **Plugins:** Pro --- ### [v6.5.0](https://automatorplugin.com/changelog/uncanny-automator-6-5-0/) **Published:** May 9, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.5.0, released May 9, 2025. Includes: New Features, New Actions. **Content:** **New Features:** - Addons menu – Now you can install and activate Automator addons without spelunking through menus. One click, much wow. #5260 - Recipe UI – Throttle Recipes – Give your recipes a breather! Control how often they run so they don’t sprint endlessly. #4895 **New Actions:** - WordPress – Duplicate a post #5498 - WordPress – Duplicate a page #5498 **Added** - Discord – Shortcode `[automator_discord_user_mapping]` to capture/authorize individual user Discord member IDs – Now you can summon a user’s Discord ID like a wizard casting a spell. #5690 - Discord – Token selector added to action dropdowns – Choosing the right token just got easier than picking toppings on a pizza. #5687 - Recipe UI – Added export button to Publish Metabox – Export your recipe like a boss—now just a click away. #5419 **Updated** - All integrations page – Now correctly shows whether something is Addon, Elite, Plus, or just plain awesome. #5226 - Automator UI – Made more RTL-friendly so everything flows beautifully from right to left. #5519 - OpenAI – Twitter-friendly excerpts now have an option to exclude hashtags—because sometimes you just want to keep it classy. #5566 - Plans – The button now politely suggests “Activate license” if Pro is installed but feeling unlicensed. #5554 - Recipe Logs – Action IDs now make a guest appearance in the logs, just like they do in the Recipe UI. #5060 - Recipe UI – Made the Draft/Live switch a little louder so it doesn’t keep whispering in the corner. #4315 - Recipe UI – Publish box got a glow-up—fresh look, same great taste. #4731 **Fixed** - AWeber & Campaign Monitor – Authorization error checks affecting other app integrations. #5674 - Bluesky – Posts now respect line breaks like a well-mannered poet. #5629 - Facebook Lead Ads – The sync icon has been coaxed back into visibility—no more hide-and-seek. #5637 - Facebook Lead Ads – Connection and disconnection are now playing nicely—no more awkward breakups or clingy connections. #5637 - Formatter – Fixed the clone wars in action token outputs—no more unintended doppelgängers. #5671 - Recipe UI – Loop tokens – Tokens added in older recipes were not migrating to the newer framework, we’ve fixed that. #5664 - Recipe UI – Auto Login Link token – Didn’t migrate properly on some sites – Now showing up on time like a responsible adult. #5664 - Recipe UI – App actions – Fixed the “connect your site” URL so it doesn’t lead you astray when your site isn’t connected. #5628 - Recipe UI – Clicking a trigger/action multiple times no longer adds it to the recipe multiple times – We’ve added some manners. #5551 - Recipe UI – `esc_html` and `esc_attr` break double quotes formatting on JS strings – Quotation marks are now safe and sound. #5502 - Recipe UI – Various bug fixes – We squashed a bunch of tiny bugs with big attitudes. #5550 - `automator_get_all_options` – Now shows proper respect to the autoload column. #5518 **Security Fixes** - App integrations – Tightened the gates with stronger nonce and capability checks for `wp_ajax` endpoints. #5657 - `automator_api_decode_message` – Made additional modifications to further harden this method. #5631 **Under the hood** - Recipe templates – API permissions check got an upgrade—more secure, less guesswork. #5650 CVE-2025-48133 - Update various text strings. #5553 **Plugins:** Lite --- ### [v6.5.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-5-0-1/) **Published:** May 9, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.5.0.1, released May 9, 2025. Includes: Fixed. **Content:** **Fixed:** - Recipe UI – Slack forgot it was connected and kept denying it. We’ve straightened things out. #5741 - Import recipes – A sneaky little bug that prevented recipes from being imported thought it could slip past unnoticed in version 6.5. Nice try, bug. Not today! #5742 **Plugins:** Lite --- ### [v6.4.0.2](https://automatorplugin.com/changelog/uncanny-automator-6-4-0-2/) **Published:** April 18, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.4.0.2, released April 18, 2025. Includes: Fixed. **Content:** **Fixed:** - automator\_api\_decode\_message vulnerability fix – We patched up a potential trouble spot faster than a squirrel crossing a busy street. All secure now! #5633 CVE-2025-3623 - Facebook Lead Ads – Icons and text were doing their best disappearing act on the Test Connection button—so we called them back to the stage. #5641 **Plugins:** Lite --- ### [v6.4.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-4-0-1/) **Published:** April 11, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.4.0.1, released April 11, 2025. Includes: Fixed. **Content:** **Fixed:** - Bluesky – Create a post – Media embeds were going a little freestyle with formatting. We’ve taught them some manners—now they behave properly. #5613 - Core – Advanced tokens – That one sneaky use-case slipped through the cracks and made tokens blush (aka turn red). We’ve caught it and fixed it up. #5625 - User loops (Pro) – Advanced user meta tokens – Loops were getting a bit confused about who’s who. Now they remember whose data they’re supposed to be using. #5563 **Plugins:** Lite --- ### [v6.4](https://automatorplugin.com/changelog/uncanny-automator-pro-6-4/) **Published:** April 1, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.4, released April 1, 2025. Includes: New Triggers, New Actions, Fixed. **Content:** **New Triggers:** - Easy Digital Downloads – A customer makes a payment and their lifetime value is greater than, less than, or equal to a specific amount #1118 - WP Simple Pay – A payment for a form is partially refunded #2947 - WP Simple Pay – A payment intent for a form is set to processing #2945 - WP Simple Pay – A subscription for a form is cancelled #2946 **New Actions:** - MasterStudy LMS – Unenroll the user from a course #2766 - WP Code – Run an on-demand code snippet #3138 **Fixed:** - Automator Gutenberg Blocks – Gave the PHP notice a gentle shove out the door on PHP 7.3 and WordPress 5.6. It’s not welcome here anymore. #3251 - Database Query – That pesky filter `automator_pro_db_query_select_query_run_action_statement` was throwing a tantrum—it’s been calmed down and now behaves properly. #3258 - Gravity Forms – Time fields were living in their own timezone and refusing to show up—now they’re prompt and punctual in your entries. #3264 - LearnPress – Tried to enroll users with an undefined function… which, as it turns out, doesn’t work so well. Now it does. #3253 - Newsletter – Selecting a specific newsletter list was more difficult than it needed to be. We’ve straightened it out—pick your list in peace. #3147 - WordPress – Archive pages were getting chatty with PHP notices in certain cases. We’ve told them to keep it down. #3241 **Plugins:** Pro --- ### [v6.4](https://automatorplugin.com/changelog/uncanny-automator-6-4/) **Published:** April 1, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.4, released April 1, 2025. Includes: New App Integration, New Triggers, New Actions, New Tokens, Fixed, Under the hood. **Content:** **New App Integration:** - [Bluesky](https://automatorplugin.com/integration/bluesky/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5427 - [Facebook Lead Ads](https://automatorplugin.com/integration/facebook-lead-ads/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2613 **New Triggers:** - Facebook Lead Ads – A new lead is created #4834 - Thrive Apprentice – A user completes a course #5380 - Thrive Apprentice – A user completes all free lessons in a premium course #5381 - Thrive Apprentice – A user downloads the certificate from a course #5377 - Thrive Apprentice – A user fails an assessment in a course #5374 - Thrive Apprentice – A user passes an assessment in a course #5375 - Thrive Apprentice – A user submits an assessment in a course #5376 - Thrive Apprentice – A user’s certificate was verified #5378 - Thrive Apprentice – Content is unlocked for a user #5379 - WP Simple Pay – A payment for a form is fully refunded #4889 - WordPress Core – A reset password link was sent to a user #5373 **New Actions:** - Bluesky – Make a post on Bluesky #5428 - Thrive Apprentice – Grade an assessment in a course for the user #5383 - Thrive Apprentice – Issue a course certificate for the user #5384 - Thrive Apprentice – Unlock a lesson/module in a course for the user #5533 - Thrive Ultimatum – Start a campaign for the user #5382 - WordPress – Create a new role #5483 **New Tokens:** - Trigger details tokens added to all triggers #3012 - Trigger ID - Trigger title - Trigger completion date **Fixed:** - AffiliateWP – Tokens not showing up in some triggers – Turns out the tokens were playing hide and seek. We’ve coaxed them back into visibility. #5500 - Brevo – Create or update a contact – Action failing when no attributes are provided – The action got confused when handed a blank slate. Now it rolls with the punches, even when attributes ghost it. #5494 - Core – Action tokens – Inconsistent results when actions fail in multiple recipe runs – Failed actions were spreading chaos like it was contagious. We’ve quarantined the inconsistency. #5342 - Core – Background Actions – We’ve randomized the Auth() token so it’s not just more secure—it’s mysterious. #5557 - Core – automator\_get\_all\_options throwing RedisException in a specific situation – Redis had a meltdown over some edge cases. We calmed it down with some sensible exception handling. #5459 - HelpScout – A conversation’s tags are updated – Conversation URL token not working – This token was lost in the conversation. We gave it directions—it now knows exactly where to go. #5487 - Recipe UI – Stripe connect modal not working – Stripe modal had stage fright and wouldn’t show up. We’ve boosted its confidence. #5531 - Stripe – Create payment links – payment\_method\_types issue – This one was picky about payment methods. We’ve taught it to be more accepting. #5462 - Stripe – Customer tokens not rendering properly – These tokens were having an identity crisis. Now they’re back to proudly displaying who they are. #5577 - Thrive Apprentice – A user completes a module in a course – Updated for compatibility – A little compatibility spring cleaning—this trigger now plays nice with the rest of the gang. #5529 - Thrive Apprentice – A user completes a lesson in a course – Lesson dropdown not populating – That dropdown was feeling shy. We gave it a pep talk—now it shows up with all the lessons. #5392 **Under the hood:** - Delete a log file is not working when there are special characters in the log filename – Special characters were too extra for our delete function. We’ve taught it to handle drama with grace. #5492 - Resolve ambiguity with class names – We cleaned up a case of mistaken identity among class names. No more doppelgängers. #5560 - Token parsing – WordPress filter `automator_token_parser_whitelisted_tokens` added to not parse third-party tokens matching token criteria – We’ve taught our parser to respect boundaries. It can now ignore tokens that don’t belong to us. #5469 **Plugins:** Lite --- ### [v6.3.0.2](https://automatorplugin.com/changelog/uncanny-automator-6-3-0-2/) **Published:** March 17, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.3.0.2, released March 17, 2025. Includes: Security update. **Content:** **Security update:** - Core – Background actions – We’ve reinforced security roles so background actions don’t get too adventurous. #5526 CVE-2025-2075 **Plugins:** Lite --- ### [v6.3.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-3-0-1/) **Published:** March 14, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.3.0.1, released March 14, 2025. Includes: Under the hood. **Content:** **Under the hood:** - Core – Nested token migration – Some tokens were getting stage fright and refusing to migrate properly in certain situations. We’ve given them a confidence boost! #5541 - Core – UI icons – A few icons went on an unannounced vacation. We’ve tracked them down and put them back to work. #5467 **Plugins:** Lite --- ### [v6.3](https://automatorplugin.com/changelog/uncanny-automator-pro-6-3/) **Published:** March 3, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.3, released March 3, 2025. Includes: New Integration, New Trigger, New Actions, Added, Updated, Fixed, Under the hood. **Content:** **New Integration:** - RSS #2014 **New Trigger:** - RSS – Process an RSS Feed #3134 **New Actions:** - RSS – Process an RSS feed #3133 - Woo – Create a product #2560 **Added:** - Incoming Webhooks – Add the ability to send a custom Webhook response – Now webhooks can respond with a little more personality. #2838 **Updated:** - DB Query – New WP filters automator\_pro\_db\_query\_run\_query\_action\_statement and automator\_pro\_db\_query\_select\_query\_run\_action\_statement – Fancy new filters for even fancier queries. #3248 - Update Woo branding – Another round of Woo-themed touch-ups. Gotta keep things looking fresh! #3239 **Fixed:** - AffiliateWP – Create an affiliate – Updated existing affiliate check – No more mix-ups when checking if an affiliate already exists. #3202 - Licensing – Investigate Duplicate Queries Triggered by Licensing Function – We investigated, we found them, and we sent them packing. #3184 - MemberPress – Added Subscription Status Dropdown – More dropdowns, more control, fewer headaches. #3230 - MemberPress – Update action hook to avoid duplicate trigger runs – This trigger was a little too eager, firing more than it should. We told it to chill. #3182 - Tin Canny – A user has recorded a verb for a module – Additional validation added before filter is loaded – We made sure this filter doesn’t load prematurely. No more jumping the gun. #3249 - WordPress – A user’s meta key is updated to a specific value – The trigger now also fires when the meta value is set to empty – Empty values deserve attention too! #3149 **Under the hood:** - Migrated advanced tokens to new token popup framework – Token popups just got a backend upgrade. Smoother, faster, and possibly more advanced than your coffee machine. #3246 **Plugins:** Pro --- ### [v6.3](https://automatorplugin.com/changelog/uncanny-automator-6-3/) **Published:** March 3, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.3, released March 3, 2025. Includes: New App Integration, New Plugin Integrations, New Triggers, New Actions, Added, Updated, Fixed, Under the hood. **Content:** - IMPORTANT: Support for PHP 7.0 has been discontinued. If you are running PHP 7.0, you MUST upgrade PHP to version 7.3 or higher before installing Automator v6.3 or up. Failure to do that will disable Automator core functionality. **New App Integration:** - [Discord](https://automatorplugin.com/integration/discord/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5294 **New Plugin Integrations:** - [Bricks Builder](https://automatorplugin.com/integration/bricks-builder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5326 - [URL](https://automatorplugin.com/integration/url/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4317 **New Triggers:** - Bricks Builder – A form is submitted #5329 - Bricks Builder – A user submits a form #5330 - URL – A URL with a URL parameter is visited #5345 - URL – A user visits a URL with a URL parameter set #5344 **New Actions:** - Discord – Add a member to a channel #5298 - Discord – Assign a role to a member #5295 - Discord – Create a channel #5300 - Discord – Remove a member #5297 - Discord – Remove a role from a member #5296 - Discord – Send a direct message to a Discord member #5184 - Discord – Send a message to a channel #5183 - Discord – Send an invitation to join a server to an email #5350 - Discord – Update a member #5299 - Uncanny Codes – Add a number of codes in a batch #4450 **Added:** - Recipe UI – Copy button added beside Incoming Webhook URL in Automator Pro – Because copying by hand is so 2010. #5399 - Recipe UI – Copy button added beside Magic button/link shortcode in Automator Pro – Now with 100% more copying convenience! #5424 **Updated:** - Recipe UI – Email action – File uploader doesn’t have a way to remove selected files – You can now say goodbye to accidental uploads. We made deleting files possible! #5422 - Update content on “Upgrade to Pro” page – Updated with the latest awesome features to make you want to upgrade to Pro even more! #5198 - Updated Woo branding – WooCommerce got a glow-up, and we made sure to match. #5444 **Fixed:** - Disable App actions if App is disconnected – Apps were trying to act while disconnected, like a Wi-Fi-less smart fridge. We stopped them. #3227 - Licensing – Duplicate Queries Triggered by Licensing Function – Licensing was a little too enthusiastic, asking the same thing twice. We’ve calmed it down. #5452 - Outgoing Webhooks – Patched up a sneaky Server-Side Request Forgery (SSRF) vulnerability—no more unauthorized web wanderings! #5471 CVE-2024-13838 - Threads – Settings page – Disconnect is not working – Clicking “Disconnect” and nothing happening? That’s history now. #5431 - Webhooks – “Send data to a webhook” Original Authorization meta gets removed when updating action – We accidentally made it forget its credentials. Not anymore! #5396 **Under the hood:** - Core – Smoothed out some grumpy WordPress Plugin Check errors—because clean code is happy code! #5474 - Core – Upgraded `__()` calls to `esc_html__()` or `esc_attr__()`—because escaping is not just for magicians! #5474 - Core – Sprinkled `esc_html()` and `esc_attr()` functions everywhere—now all outputs are safely wrapped up like a burrito! #5474 - Core – Added those missing `// translators:` comments—because translators deserve some love too! #5474 - Recipe Logs – Allow Markup text in log messages – Logs can now look fancier, with proper markup support. #5364 - Recipe UI – Token popup framework – More behind-the-scenes improvements for smoother popups. #4316 - Token popup framework – Some backend magic happened. Trust us, it’s better now. #5137 **Plugins:** Lite --- ### [v6.2](https://automatorplugin.com/changelog/uncanny-automator-pro-6-2/) **Published:** January 22, 2025 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.2, released January 22, 2025. Includes: New Integration, New Triggers, New Actions, New Token, Added, Updated, Fixed. **Content:** **New Integration:** - Everest Forms **New Triggers:** - Everest Forms – A form is submitted with a specific value in a specific field #3141 - Everest Forms – A user submits a form with a specific value in a specific field #3140 - LearnDash – A user is added to a group that has access to a course #2996 **New Actions:** - Automator Core – Cancel the scheduled actions of a recipe for a user #3066 - Automator Core – Activate/deactivate a recipe #3204 - Woo – Generate a coupon code #3050 **New Token:** - LearnDash – A user completes a course & A user completes a group’s courses – Course points #3161 **Added:** - WooCommerce – Generate and email a coupon code – Added token selector for Products and Categories fields – Tokens everywhere! #3158 **Updated:** - BuddyBoss – Subscribe the user to a forum – Added token support to Forum multi-select field – Tokens have infiltrated the Forum field and made it smarter. #3206 - BuddyBoss – Unsubscribe the user from a forum – Converted Forum field to multiselect – More options, more power! #3199 - LearnDash – Add a course to a group – Group field – Added token selector to multiselect field – Tokens + multiselect = a match made in plugin heaven. #3040 - LifterLMS – Enroll the user in a membership – Updated the action to pass “triggered by” value – Now the action knows who sent it—because details matter. #3142 **Fixed:** - Automator Core – Cancel the user’s scheduled actions for a recipe – Now properly opens the user selector when it’s a logged-in user action. #3065 - Formatter – Replace values in a string, output token incorrect when using tokens – Fixed the token tantrum; outputs are accurate now. #3197 **Plugins:** Pro --- ### [v6.2](https://automatorplugin.com/changelog/uncanny-automator-6-2/) **Published:** January 22, 2025 **Author:** Saad **Excerpt:** Uncanny Automator 6.2, released January 22, 2025. Includes: New App Integration, New Plugin Integrations, New Triggers, New Actions, New Token, Added, Updated, Fixed, Under the hood. **Content:** **New App Integration:** - [Threads](https://automatorplugin.com/integration/threads/ "Threads") #5154 **New Plugin Integrations:** - [Duplicator](https://automatorplugin.com/integration/duplicator/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5155 - [Everest Forms](https://automatorplugin.com/integration/everest-forms/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4890 - [Thrive Theme Builder](https://automatorplugin.com/integration/thrive-theme-builder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4277 **New Triggers:** - Duplicator – A backup completes with a specific status #4848 - Everest Forms – A form is submitted #5094 - Everest Forms – A user submits a form #5095 - SeedProd – Maintenance mode is set to a status #4557 - Stripe – A subscription is cancelled #5228 - Stripe – A subscription is created #5291 - Stripe – A subscription is paid #5307 - Stripe – A subscription payment fails #5308 - Stripe – One-time payment for a product is completed #5229 - Stripe – Payment for a product is refunded #5230 - Thrive Theme Builder – A form is submitted #4280 - Thrive Theme Builder – A user submits a form #4279 **New Actions:** - Duplicator – Initiate a backup #4849 - Threads – Create a Threads post #4982 - WordPress Core – Log the user out #4981 **New Token:** - LearnDash – A user completes a course – Course points #4479 - LearnDash – A user completes a group’s courses – Course points #4479 **Added:** - Core – Added token selector to multiselect fields in some actions – Because who doesn’t love a fancy selector? #5103 - Recipe templates – Filter to show Automator Pro only templates – Automator Pro templates now have their own exclusive VIP section. #5271 - Recipe templates – Filter to show ready-to-use templates – Ready-to-use templates are officially ready to impress. #5264 - WordPress – Create a post – Added toggle: Title must be unique – We’re enforcing originality; no more twinsies in post titles! #5205 **Updated:** - FluentCRM – Add/Update a Contact – Default Status Issue – Status is no longer confused—it knows exactly what to do now. #5333 - Improved recipe UI messaging when Automator Pro is not active – Clearer messages to remind you that Automator Pro took a coffee break. #3233 - Stripe – Updated the available list of triggers/actions on the settings page – Fresh triggers and actions, straight off the development grill. #5355 - WPForms – Split “Address” token into separate tokens – Address tokens have found their individuality—they’re thriving on their own now! #4840 **Fixed:** - Elementor – A Post is Published with Elementor – Trigger not firing – This trigger is back to work—no more snoozing on the job. #5334 - MailChimp – Add Contact to Audience – Now completes with an error if any required default address subfield is left empty – We’ve taught MailChimp not to pretend everything’s fine when it isn’t. Honesty is key. #5287 - Recipe UI – Removed Author dropdown from the UI – We’ve banished the unnecessary Author dropdown—it wasn’t contributing to the meeting anyway. #3834 - Token Parser – Additional validation that the value is text and not an array – Validation has been disciplined; no more rogue conditions. #5368 **Under the hood:** - Core – `SENTENCE_NOT_FOUND` issue in logs – We found the missing sentences and brought them back. They were hiding in plain sight! #5293 **Plugins:** Lite --- ### [v6.1](https://automatorplugin.com/changelog/uncanny-automator-pro-6-1/) **Published:** December 23, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.1, released December 23, 2024. Includes: New Trigger, New Loop Filter, New Tokens, Updated, Fixed, Under the hood. **Content:** **New Trigger:** - Fluent Support – A ticket is closed #2942 **New Loop Filter:** - Automator Core – Users of a recipe in a status #3151 **New Tokens:** - Magic Button – Button ID and Recipe ID #3108 - Magic Link – Button ID and Recipe ID #3139 **Updated:** - Amelia – The “No show” status has been added for appointments. Perfect for keeping track of all those imaginary friends who never show up. #3132 - BuddyBoss – Action: Add a post to the activity stream of a group – Removed custom value support for the Activity dropdown. It’s less complicated now—because simpler is often smarter. #2067 - QR Code – Integration icon has been updated and now looks qr-iously good. #3191 **Fixed:** - Automator Core – Scheduled actions couldn’t be cancelled in some situations. They’ve now learned to take a hint and stop when asked. #3194 - Elementor – Popups that weren’t popping up are now popping up properly. Pop! #3154 - FluentCRM – Some triggers were getting confused when similar triggers were live in different recipes. They’ve had a team meeting and are now handling it like professionals. #3159 - WordPress – Tokens weren’t getting parsed when setting a post status. We’ve shown them the light, and they’re parsing like champs. #3175 **Under the hood:** - `uo-loop-filter` – Publicly queryable and has\_archive have been set to false because not everything needs to be an open book. #3135 **Plugins:** Pro --- ### [v6.1.1](https://automatorplugin.com/changelog/uncanny-automator-6-1-1/) **Published:** December 23, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 6.1.1, released December 23, 2024. Includes: Updated, Fixed. **Content:** **Updated:** - ClickUp – Now supports timestamp values on date fields because who doesn’t love more precise time-traveling? #5278 - GamiPress – Added a toggle to log points when awarding them. No more stealthy points—track those trophies! #5208 - ActiveCampaign – Setup instructions are now clearer than your grandma’s chicken soup recipe. #3061 - ConvertKit – Rebranded to just “Kit.” #5232 - Forminator – Icon got a glow-up—because appearances matter. #5321 - OpenAI – Added a handy list of available actions to the App settings page. More power to you! #3565 **Fixed:** - Calculation tokens – They were refusing to do math in certain situations. We gave them a pep talk. #5280 - Core – Token parser was clueless about the “Any” use case for title parsing. #5272 - Core – Token parser – Extra validation added for action meta variable types to avoid a `preg_split()` error in some actions. Because, hey, safety first! #5284 #5324 - HelpScout – App settings – A rare PHP error appeared like a cryptid. We captured it, and it’s gone for good. #5268 - LearnDash – Timer module in Uncanny Toolkit Pro is now correctly detected—time waits for no plugin! #5274 - Outgoing Webhooks – Data types were playing hide-and-seek in the UI. They’re now front and center, ready for action. #5282 - PHP Warnings – A Webhook trigger caused warnings in rare cases. We sent it to timeout, and it’s behaving now. #5248 - Recipe templates – The “Recipe User Type” insisted showing as Everyone for the User recipe type. We’ve reminded it that exclusivity matters sometimes. #5276 - Ultimate Member – User tokens weren’t parsing when logging in with a username instead of email. We’ve taught it that usernames are people too! #5211 **Plugins:** Lite --- ### [v6.1](https://automatorplugin.com/changelog/uncanny-automator-6-1/) **Published:** November 26, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 6.1, released November 26, 2024. Includes: New Feature, New Triggers, New Action, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Recipe template library – Ready-to-use automation templates are here to save the day! Build workflows faster than ever, no assembly required. Just pick, tweak, and automate like a pro. #4916 **New Triggers:** - MemberPress – A user is added to a membership #3608 - MemberPress – A user is removed from a one-time subscription product #3609 - MemberPress – A user is removed from a recurring subscription product #5158 **New Action:** - Uncanny Codes – Remove a number of unused codes from a batch #4451 **Updated:** - Restrict Content Pro – Add the user to a membership level – Registration date field now arrives right on time, no more tardy data! #5084 - WhatsApp – Added an extra user-agent for Webhook validation, because even Webhooks deserve a proper handshake. #5215 **Fixed:** - FluentCRM – Triggers not handling multiple recipes with the same trigger correctly have been whipped into shape—no more identity crises! #5223 - Token parsing – We’ve made sure token parsing still plays nice with PHP 7.0, because even older PHP deserves some love. #5202 - User reset password URL token – No longer going AWOL in that one weird edge case. #5219 - WordPress – Create a post – Backslashes are back, baby! Your saved actions won’t strip them anymore. #5062 **Under the hood:** - Activating Automator via WP-CLI – The uap\_options table is mandatory, so we told a couple of impatient lines of code to wait their turn before calling it. Now everything activates in the proper order, like a well-behaved queue. #5235 - Import recipes – Windows path validation has been improved—no more confusion between slashes and backslashes! #5209 - Improved token parser – The parser is sharper, faster, and sassier than ever. #4167 - Translation notice with WP 6.7+ – We’ve made the translations play nicely with the latest and greatest from WordPress. #5239 **Plugins:** Lite --- ### [v6.0.0.1](https://automatorplugin.com/changelog/uncanny-automator-6-0-0-1/) **Published:** October 29, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 6.0.0.1, released October 29, 2024. Includes: Fixed. **Content:** **Fixed:** - Core – Optimize uap\_options functions – We gave these functions a tune-up, so they run smoother and faster now. #5199 - Core – Conflicting `automator_option_updated` actions – These actions were bumping into each other like shoppers on Black Friday. We’ve cleared the aisle, and now everything flows smoothly. #5196 **Plugins:** Lite --- ### [v6.0](https://automatorplugin.com/changelog/uncanny-automator-pro-6-0/) **Published:** October 24, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 6.0, released October 24, 2024. Includes: New Feature, New Integrations, New Triggers, New Actions, New Loop Filter, New Tokens, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Emails – Add support for email attachments. Now your “See attached” promises are finally backed by real attachments! #3125 **New Integrations:** - [CSV](https://automatorplugin.com/integration/csv/) #3098 - [Custom Action](https://automatorplugin.com/integration/custom-action/) #3120 - [JSON](https://automatorplugin.com/integration/json/) #3054 - [MemberMouse](https://automatorplugin.com/integration/membermouse/) #2959 - [Plugin Actions](https://automatorplugin.com/integration/plugin-actions/) #3119 - [WP Admin](https://automatorplugin.com/integration/wp-admin/) #2752 - [XML](https://automatorplugin.com/integration/xml/) #3099 **New Triggers:** - Advanced Coupons – A user receives a number of loyalty points #2971 - CSV – Import a CSV file #3104 - JSON – Import a JSON file #3102 - LifterLMS – A user’s enrollment of a type is changed to a status #2897 - MemberMouse – A member’s account status is changed to a status #2962 - MemberMouse – A member’s membership level is changed to a specific level #2963 - MemberMouse – A member’s account data of a specific field is updated to a specific value #2961 - MemberPress – A user’s membership to a specific product is resumed #2972 - Plugin Actions – Create a custom trigger on a plugin action hook #2620 - The Events Calendar – An attendee checks in for an event #3029 - WP Admin – A Plugin is updated #2995 - WP Admin – A plugin is activated/deactivated #2967 - WP Admin – A theme is activated/deactivated #2969 - WP Admin – A theme is updated #2968 - WP Admin – WordPress version is updated #2923 - XML – Import an XML file #3106 **New Actions:** - CSV – Import a CSV file #3103 - Custom Action – Call a do\_action hook #3123 - JSON – Import a JSON file #3101 - MemberMouse – Add a bundle to the member’s account #2960 - MemberMouse – Create or update a member #2958 - Woo Subscriptions – Remove a variation of a subscription product from the user’s subscription #3072 - XML – Import an XML file #3105 **New Loop Filter:** - WordPress – A post’s date meets a condition #2875 - General – The item meets a condition #3128 **New Tokens:** - BuddyBoss – A user creates a group – Group ID #3111 - Universal Loopable Token – Woo Memberships – User’s active memberships #3076 **Updated:** - LifterLMS – A user cancels a membership – Now runs even when the admin pulls the plug. No more slacking off, automations! #2873 - wpForo – Remove the user from a group – Fixed wpForo 2.0.3’s case of missing-function fever. Functions restored, groups managed smoothly. #3062 **Fixed:** - Actions Conditions – Conditions now get a fresh start between runs in loops. No more carrying emotional baggage between iterations! #3117 - Divi – Theme Builder – Forms were playing hide-and-seek in the trigger selection when added as global header/footer. We found them, and they’re staying put now. #3115 - LifterLMS – The user does not have a membership & The user is not enrolled in a course – Renewed “All” and “Any” logic. All or nothing, now with 100% more clarity! #3042 - LifterLMS – A user cancels a membership – Memberships now know when they’re really canceled—no mixed signals. #3046 - Magic Button/Link Blocks – Save button conflict in a rare situation. Rare or not, we squashed that conflict! #3080 - The Events Calendar – A user attends an event – Renamed to “A user checks in for an event.” Same trigger, snazzier name! #3028 - WordPress – A post has a taxonomy term – Fixed the issue where conditions failed if the term didn’t exist. No term? No problem! #2974 **Under the hood:** - Data integrations – Create Token loop automatically when a data integration’s trigger or action is saved. Loops just got a whole lot smarter. #3096 - Incoming Webhooks – Get samples button – Now disabled if the trigger is live. No use poking a live trigger—it won’t play along. #1125 - Data integrations – Show “Run now” button when a data integration’s trigger is added. Why wait? Now you can run it instantly! #3075 - Loops – WP Filter automator\_pro\_loop\_registry\_query\_disabled to optionally disable Loops query. #3121 - Use internal uap\_options table to store and retrieve data. We gave the data a cozy new place to call home. #3073 **Plugins:** Pro --- ### [v6.0](https://automatorplugin.com/changelog/uncanny-automator-6-0/) **Published:** October 24, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 6.0, released October 24, 2024. Includes: New Feature, New App Integration, New Plugin Integration, New Triggers, New Actions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Emails – Now with attachment support, because sometimes, “see attached” shouldn’t be a lie #4841 **New App Integration:** - [Stripe](https://automatorplugin.com/integration/stripe/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4324 **New Plugin Integration:** - [MemberMouse](https://automatorplugin.com/integration/membermouse/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4908 **New Triggers:** - MemberMouse – A bundle is added to a member’s account #4855 - MemberMouse – A member’s account is deleted #4854 - MemberMouse – A member’s account data is updated #5118 - MemberMouse – A new member is created #4850 - MemberMouse – A refund is issued #4858 - MemberMouse – A renewal payment is received #4857 - MemberMouse – An order is submitted #4856 - Stripe – A charge fails #4721 - Stripe – A charge is refunded #4722 - Stripe – A customer is created #4719 - Stripe – A payment is completed #4720 - Stripe – A subscription is cancelled #4736 **New Actions:** - MemberMouse – Remove a bundle from the member’s account #4874 - Stripe – Create a customer #4740 - Stripe – Create a payment link #4738 - Stripe – Delete a customer #4739 **New Tokens:** - All Actions – Completion status #3264 - MemberPress – Transaction ID and Transaction amount **Added:** - Recipe Logs – “Cancel” button to cancel scheduled actions inside the log details. Now you can pull the plug before things get cooking! #4863 - Recipe Logs – Add “Run now” button to run the scheduled actions. For those who just can’t wait for delicious automation results. #5114 **Updated:** - Brevo – Create or update a contact – Added support for contact attribute select fields. Now you can pick and choose attributes like a pro! #5073 - Recipe UI – Allow 1-minute increment when scheduling an action. Because sometimes every minute really does count! #5129 - Slack – Send a direct message to a Slack user – Added “Use a token/custom value” for the user dropdown. Customization is now just a token away! #5121 - UserFeedback – A visitor submits a survey & A user submits a survey – Added support for multiple questions/answers. #5144 - WordPress – A user’s role changes to a specific role – Added “Any role” option. #5065 **Fixed:** - Divi – Theme Builder – Forms are not showing for selection when added as global header/footer. No more disappearing acts – forms are here to stay! #4954 - HubSpot – Added support for line breaks in custom fields. Text flow now looks like poetry instead of a brick wall. #5168 - MailPoet – Add a subscriber to a list – Not creating new subscribers in a rare occurrence. #5146 - Recipe Logs – Sidebar button not displaying due to incorrect action status for delayed and scheduled actions. We fixed it—now the button behaves like it’s supposed to! #5124 - WP Courseware – A user completes a module – Only returning 20 results instead of all modules. Now every module gets counted, not just the chosen few. #5083 - WordPress – A post in a taxonomy is published – Fixed an issue where a recipe would trigger multiple times when a post is published in a rare situation. No more deja vu—one post, one trigger! #5174 - WordPress – A post in a taxonomy is published – Improved reliability when posts are published in bulk. Bulk publishing without bulk headaches! #5175 - WordPress – A user publishes a post in a taxonomy – Fixed an issue where a recipe would trigger multiple times when a post is published in a rare situation. We’ve banished those rogue triggers! #5173 - WordPress – A user publishes a post in a taxonomy – Improved reliability when posts are published in bulk. Go ahead and publish en masse—we’ve got you covered! #5172 - wpForo – Set the user’s primary group to a specific group – Support for v2.0.3 update. Everything is now in sync with the latest version—group assignments like clockwork! #5087 **Under the hood:** - Automator notices when Uncanny Codes Automator type code is generated. #5138 - Action tokens – Date tokens were running wild, ignoring the format they were given and causing a race condition. We sat them down, gave them a calendar, and now they’re on track! #5170 - Core – Recipe not creating a new recipe run when it is currently “In progress with errors” status in a rare situation. Error-schmerror—we’ve fixed it so the recipe keeps cooking! #5176 - Duplicate / Import Export – Support for new Data Integrations. Fresh integrations, now served hot and ready! #5149 - Groundhogg icon updated. New look, same charming functionality. #5164 - Move Recipe\_Objects\_Logger functions to common DB query classes. We relocated them to where all the cool queries hang out. #4979 - Recipe UI – Enhanced Token loop (for Pro). Now it loops so smoothly, you’ll think it’s magic! #4606 - New database table uap\_options to store Automator options. Options now have a comfy new home. #5100 - Recipe UI – Add product education modals for filters, delays, and loops. Learning has never been so… modal-icious! #5075 - Recipe UI – Loops – Each loop type now opens the related support page. Knowledge is power—click away! #5028 - Took care of some PHP notices. Less noise, more peace and quiet in the code. #5151 - Tooltip notification if new recipe hasn’t been created 48 hours after installation. Gentle nudges, just in case you forgot! #4318 - UI adjustment – Allow component to populate a name and value for form submissions. Buttons with purpose—now they mean business. #5107 - Removed deprecated unused file to avoid any vulnerability issues. It wasn’t doing anything anyway, so we showed it the door. #5185 **Plugins:** Lite --- ### [v5.10.6](https://automatorplugin.com/changelog/uncanny-automator-pro-5-10-6/) **Published:** September 20, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.10.6, released September 20, 2024. Includes: Fixed. **Content:** **Fixed:** - Action Conditions + Scheduled Actions – Actions scheduled before v5.10.5 were not always evaluating their condition blocks when all actions in the block were scheduled. #3081 **Plugins:** Pro --- ### [v5.10.5](https://automatorplugin.com/changelog/uncanny-automator-pro-5-10-5/) **Published:** September 13, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.10.5, released September 13, 2024. Includes: Fixed, Under the hood. **Content:** **Fixed:** - BuddyBoss – The user has a value in an Xprofile field – Made the value optional, because who likes being forced to fill out extra boxes? #3047 - Condition blocks – Stopped conditions from jumping the gun. Now they wait patiently for delayed actions, ensuring criteria are checked at the right time. #3069 - Loops – Made queueing and running loops on servers with heavy caching more reliable. Caching can’t stop us now! #3058 - MemberPress – Remove the user from a membership – Now we remember to politely strip away those user roles by calling the ‘expire’ method. No awkward hanging on to old roles here! #2964 **Under the hood:** - Scheduled actions – Added ‘cancel’ and ‘run now’ endpoints for future Automator fun #3070 **Plugins:** Pro --- ### [v5.10.4](https://automatorplugin.com/changelog/uncanny-automator-5-10-4/) **Published:** September 13, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.10.4, released September 13, 2024. Includes: Update, Fixed, Under the hood. **Content:** **Update:** - LearnDash – Award an achievement to a user – Now supports LearnDash Achievements v2.0+ #5059 **Fixed:** - Recipe Logs – “Not met” actions conditions block in Pro was having an identity crisis, showing “In progress with errors” instead of the simple “In progress.” We sat it down and cleared things up! #5109 - Recipe UI – “A type of post has a term” loop filter in Pro wasn’t loading fields properly—like a chef forgetting the salt. Fields are now back in the mix! #5119 - Recipe UI – Pro tag was getting a little too clingy, overlapping the recipe item menu like an overenthusiastic garnish. It’s been moved to give your menu some breathing room! #5081 **Under the hood:** - Recipe UI – Hidden required fields are handled better now, even when they’re shy and stay out of sight. #5099 **Plugins:** Lite --- ### [v5.10.4](https://automatorplugin.com/changelog/uncanny-automator-pro-5-10-4/) **Published:** August 30, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.10.4, released August 30, 2024. Includes: Fixed. **Content:** **Fixed:** - We’ve added an extra safety net to prevent PHP errors in case the host decides to block the licensing server’s calls when you’re loading the plugins page. **Plugins:** Pro --- ### [v5.10.3](https://automatorplugin.com/changelog/uncanny-automator-5-10-3/) **Published:** August 30, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.10.3, released August 30, 2024. Includes: Fixed. **Content:** **Fixed:** - Some older triggers were being a bit shy and not showing all tokens in the dropdown. We’ve encouraged them to step forward—now all tokens are visible and ready to be selected! #5077 **Plugins:** Lite --- ### [v5.10.3](https://automatorplugin.com/changelog/uncanny-automator-pro-5-10-3/) **Published:** August 23, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.10.3, released August 23, 2024. Includes: Fixed. **Content:** **Fixed:** - Actions Conditions – In duplicated recipes, some filter groups were hanging around like uninvited guests. We’ve added checks to ensure all filter groups are valid—no more ghostly filter group appearances! #3036 - Actions Conditions – User ID was being required in Everyone recipes when unnecessary. We’ve set things straight. #3037 **Plugins:** Pro --- ### [v5.10.2](https://automatorplugin.com/changelog/uncanny-automator-pro-5-10-2/) **Published:** August 22, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.10.2, released August 22, 2024. Includes: Update, Fix. **Content:** **Update:** - Post Loops – We’ve upgraded the loop filters to be more inclusive—they now include all post statuses. No status left behind! #3030 **Fix:** - Webhooks – Some incoming webhook integrations had a token disappearance act. We’ve found them and made sure they’re back where they belong. #3026 **Plugins:** Pro --- ### [v5.10.2](https://automatorplugin.com/changelog/uncanny-automator-5-10-2/) **Published:** August 22, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.10.2, released August 22, 2024. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Facebook Pages – We’ve added a little detective work to check if you actually have access to your Pages. If not, we’ll let you know—no more guessing! #5023 - Google Sheets – The system has learned not to freak out (with a PHP warning) when it can’t find a Sheet ID. #5042 - Google Sheets – Settings Page – Caught that sneaky “Unhandled Exception” and handled it properly—because no one likes surprises like that. #5039 - Recipe UI – Loop tokens in conditions were getting a bit dramatic, showing up as invalid without an action. We’ve calmed them down. #5027 - Woo – Loopable tokens were causing some PHP drama on certain sites. We’ve sorted that out—no more drama! #5051 - Woo – User’s purchased products loopable token now has improved support for WooCommerce HPOS—smooth sailing ahead! #5057 **Under the hood:** - Added a new WP Filter `automator_wpcpostcontent_should_wp_slash` to give you more control over content sanitization—slash away, if you like! #5045 - Recipe UI – Integrations were showing off as Elite when they’re actually only Pro. We’ve put them back in their place. #5054 **Plugins:** Lite --- ### [v5.10](https://automatorplugin.com/changelog/uncanny-automator-pro-5-10/) **Published:** August 20, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.10, released August 20, 2024. Includes: New Feature, New Triggers, New Action, New Universal Loopable Tokens, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Token Loop #3006 **New Triggers:** - FluentBooking – A one-to-one meeting is scheduled with a specific host #2855 - FluentBooking – A group meeting is scheduled with a specific host #2856 **New Action:** - Automator Core – Cancel the user’s scheduled actions for a recipe #2792 **New Universal Loopable Tokens:** - Woo Subscriptions – User’s active subscriptions #3002 - WordPress Multisite – Network admins #2999 - WordPress Multisite – Network sites #3000 **Updated:** - Loops – We’ve upgraded the authentication system from nonce to internal authentication—now your loops are turbocharged for performance! #3016 **Fixed:** - Actions Conditions – Condition results now get evaluated just once instead of getting obsessive and checking on each action in the filter block. Efficiency is key! #3001 - Amelia – We’ve set the Employee ID token straight—no more upside-down logic #2956 - Gravity Forms – Create an entry – After creating an entry, we’ve added extra gravity form action hooks #2943 - Gravity Forms – Submit an entry for a form – Forms not loading when the action is added #2949 - Incoming Webhooks – We’ve bridged the generation gap with support for older MariaDB—recipes are timeless now #2953 - Loops – Intermittent in-progress state? We’ve given those loops a motivational boost to keep them on track #2901 **Under the hood:** - Action Repeater Fields – Unused relevant tokens have been benched to avoid PHP errors—they’ll sit this one out #3007 - Core – The Automator items save endpoint now stores more info—your items are becoming trivia masters #2927 - Process recipe complete – Recipe fields meta is now strictly an array—no more free-for-all #2939 **Plugins:** Pro --- ### [v5.10.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-10-1/) **Published:** August 20, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.10.1, released August 20, 2024. Includes: Fixed. **Content:** **Fixed:** - Oopsie! Some field options were playing hard to get, refusing to let you enter or select anything. We’ve given them a nudge, and they’re now much more cooperative! #3025 **Plugins:** Pro --- ### [v5.10](https://automatorplugin.com/changelog/uncanny-automator-5-10/) **Published:** August 20, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.10, released August 20, 2024. Includes: New Feature, New App Integrations, New Plugin Integration, New Built-in Integration, New Triggers, New Actions, New Universal Loopable Tokens, New Loopable Tokens (in several triggers), New Tokens, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Loopable Tokens #4898 **New App Integrations:** - [Keap](https://automatorplugin.com/integration/keap/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4559 - [Ontraport](https://automatorplugin.com/integration/ontraport/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4556 **New Plugin Integration:** - [FluentBooking](https://automatorplugin.com/integration/fluentbooking/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4728 **New Built-in Integration:** - [Logging](https://automatorplugin.com/integration/logging/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #5010 **New Triggers:** - FluentBooking – A one-to-one meeting is scheduled #4751 - FluentBooking – A group meeting is scheduled #4752 - FluentBooking – A one-to-one meeting is canceled #4759 - FluentBooking – A meeting is cancelled #4778 **New Actions:** - FluentBooking – Add a meeting #4761 - Keap – Add/Update a contact #4772 - Keap – Add a tag to a contact #4773 - Keap – Remove a tag from a contact #4774 - Keap – Add a note to a contact #4777 - Keap – Add/Update Company #4888 - Logging – Write data to the log #5011 - Ontraport – Create or update a contact #4741 - Ontraport – Add a tag to a contact #4744 - Ontraport – Create a tag #4743 - Ontraport – Delete a contact #4742 - Uncanny Codes – Cancel a code #4879 **New Universal Loopable Tokens:** - BuddyBoss – User’s groups #4968 - BuddyPress – User’s groups #4977 - LearnDash – User’s completed courses #4894 - LearnDash – User’s enrolled courses #4970 - LearnDash – User’s groups #4969 - Woo – All orders in the past 24 hours #4967 - Woo – All orders in the past 30 days #4966 - Woo – All orders in the past 365 days #4964 - Woo – All orders in the past week #4965 - Woo – User’s orders in the past 24 hours #4962 - Woo – User’s orders in the past 30 days #4961 - Woo – User’s orders in the past 365 days #4959 - Woo – User’s orders in the past week #4960 - Woo – User’s purchased products #4958 **New Loopable Tokens (in several triggers):** - Woo – Order items #4971 - Woo – Order products categories #4974 - Woo – Order products tags #4972 - WordPress – Post categories #4975 - WordPress – Post tags #4976 **New Tokens:** - Date and time – Current day of the month (outputs “1”, “2”, “3”, etc.) #4915 - Date and time – Current day of the week (outputs “Monday”, “Tuesday”, etc.) #4839 - Date and time – Current month (numeric) (outputs “1”, “2”, “3”, etc.) #4913 - Date and time – Current month (outputs “January”, “February”, etc.) #4914 **Updated:** - Emails – Send test email – Test emails now come with a personal touch by auto-filling the signed-in user’s email address. No more guessing who you are! #4912 - Import recipe – We’ve ditched the hardcoded URLs for better compatibility #4993 - LinkedIn – Admin notices now communicate like pros with updated messaging—more clarity, less confusion #4923 - MailPoet – Add a subscriber to a list – Out with the old! We’ve swept out the deprecated code to keep your code up-to-date #4897 - OpenAI – Use a prompt to generate text with the GPT model – Your prompts just got smarter with GPT-4o mini support—small model, big potential! #4936 - Recipe Logs & Loops – Action fields and values now proudly step into the spotlight within loops—no more hiding in the background! #4887 **Fixed:** - Contact Form 7 – We’ve taught the tokens to respect newlines. No more line rebellion! #4929 - Dashboard Recipe Using Credits Widget – MySQL now stays calm even when there are no recipes to credit #4900 - Import/Export & Duplicate recipes – Special characters now feel extra special with improved support #4951 - Mailchimp – Merge fields got a crash course in manners; no more PHP Notices when they’re empty! #4973 - MailerLite – The Recipe UI finally stopped pretending the app is connected when it isn’t #4830 - Recipe Logs – The confirmation banner now knows its place when you delete a log entry #4987 - Recipe Logs – Logs are no longer shy about showing the “user run” number when a recipe is mid-magic #4861 - Recipe UI & MemberPress for LearnDash – Double scrollbars? We kicked them out; they were just showing off #4947 - Recipe UI & Notion – Fields now load rows without picking fights with Groundhogg’s select2 script—peace at last #4984 - Recipe UI – The action schedule modal now scrolls like a pro, even on the tiniest screens #4882 - Recipe UI – Adding an action in a new loop doesn’t show on some servers #4953 - Recipe UI – Multiselect fields have learned to properly display labels, even for the AJAX driven fields! #4995 - Uncanny Automator – A user completes a recipe – Recipes now trigger reliably, no more “oops, I forgot” moments #4884 - X/Twitter – PHP notices #4892 **Under the hood:** - Action Repeater Fields – We put unused relevant tokens on a timeout to avoid PHP errors—less clutter, more harmony #4996 - Core – Actionify triggers – Actionify triggers now have the power of a filter hook—because who doesn’t love a bit of extra control? #5002 - Core – Licensing constants got a tune-up—now more constant than ever! #5001 - Core – Introducing a shiny new field type: file—because sometimes, it’s all about the type #4999 - Core – Token loop is all geared up for Pro v5.10 #4649 - Core – The Automator items save endpoint now gathers even more intel—your items have never been this informed #4758 - Facebook Groups – We’ve waved goodbye to that old deprecated warning #4922 - Import/Export & Duplicate recipes – Tokens Loop support added #4992 - Recipe UI – Displaying all tokens in an action when using “Add all in this group” is now smoother than ever #5012 - Recipe logs – Trigger log now shows the backtrace property—because sometimes you need to see where things went sideways #4937 - `relevant_tokens` Now handled in the backend—out of sight, but working harder than ever #4955 **Plugins:** Lite --- ### [v5.10.1](https://automatorplugin.com/changelog/uncanny-automator-5-10-1/) **Published:** August 20, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.10.1, released August 20, 2024. Includes: Fixed. **Content:** **Fixed:** - Oopsie! Some field options were playing hard to get, refusing to let you enter or select anything. We’ve given them a nudge, and they’re now much more cooperative! #5034 **Plugins:** Lite --- ### [v5.9.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-9-1/) **Published:** July 11, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.9.1, released July 11, 2024. Includes: Update, Fixed. **Content:** **Update:** - Schedule – Repeat every hour, day, week, month or year at a specific time – Updated the “Every” field to allow a minimum value of 0.0833 to schedule every 5 mins #2932 **Fixed:** - Forminator – Date field tokens not rendering consistently depending on field settings #2921 - Loops – Entries DB table – Improved compatibility with < 5.6 MySQL #2924 - Schedule – Repeat every hour, day, week, month or year at a specific time – Entering a value less than 1 in the “Every” field with the “hours” unit was not scheduling the correct interval #2930 - Recipe Logs – Improved vulnerability fixes in Pro filters esc\_attr #2929 - Incoming Webhooks – DB query polluting error logs in a rare case #2933 - Incoming Webhooks – Improved query for recipes look up #2933 **Plugins:** Pro --- ### [v5.9.1](https://automatorplugin.com/changelog/uncanny-automator-5-9-1/) **Published:** July 11, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.9.1, released July 11, 2024. Includes: New Token, Fixed. **Content:** **New Token:** - SureCart – Billing first name and Billing last name #4868 **Fixed:** - Fluent Support – A user receives a reply from an agent – Typo in return statement #4866 - Forminator – Date field tokens not rendering consistently depending on field settings #4831 - Google Sheets – Settings page – Undefined `$nonce` variable issue #4864 - MailChimp – Add a contact to an audience – Leaving fields blank removes the existing value #4845 - MailChimp – Add the user to an audience – Leaving fields blank removes the existing value #4859 - MemberPress – A user purchases a recurring subscription product – The ‘Any’ option is not showing correctly in dropdown #4842 - Recipe Logs – Sending fetch requests in a loop when viewing a deleted trigger #4815 **Plugins:** Lite --- ### [v5.9](https://automatorplugin.com/changelog/uncanny-automator-pro-5-9/) **Published:** July 2, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.9, released July 2, 2024. Includes: New Integration, New Triggers, New Actions, New Condition, New Tokens, Updated, Fixed, Under the hood. **Content:** **New Integration:** - [Kadence](https://automatorplugin.com/integration/kadence/ "Kadence") #2899 **New Triggers:** - Easy Digital Downloads – A payment fails #1490 - Gravity Forms – An entry is deleted from a form #2866 - Kadence – A user submits a form with a specific value in a specific field #2676 - LifterLMS – A user’s order status of a product type changes to a specific status #2877 - Woo – A product is restocked #1232 - Woo – A product variation is out of stock #1229 - Woo – A product variation is restocked #1233 - WPCode – A snippet throws an error #2753 **New Actions:** - Gravity Forms – Delete all form entries for a specific user #2865 - WordPress – Enable/disable comments on a post #1486 **New Condition:** - GiveWP – The user has/does not have an active recurring donation #2864 **New Tokens:** - LearnDash – A user submits an assignment – Assignment ID #2860 - Post Loops – Post URL, Post slug, Featured image, and Author tokens #2889 - WordPress – A specific type of post is set to a status – Post Author ID, Post slug #2152 **Updated:** - Advanced Coupons – Add a specific amount of store credit to the user’s account – New field to customize Activity and Related text #2881 - Advanced Coupons – Remove a specific amount of store credit from the user’s account – New field to customize Activity and Related text #2882 - Amelia – A user’s booking of an appointment for a service has been changed to a specific status – Add support for custom values in the status dropdown #2904 - MemberPress – A coupon code is redeemed – Action hook priority updated #2893 - Modern Events Calendar – Event’s field label updated #2890 - Woo – A user completes, pays for, lands on a thank you page for a variable product with a variation selected – “Any variation” option added #2847 **Fixed:** - BuddyBoss – Create a group – Additional users to add to the group – Field is optional now #2843 - Easy Digital Downloads – A user has an active subscription to a download – Condition not showing in the UI #2859 - Forminator – Formatted token values showing both raw and formatted values #2851 - LearnDash – An assignment is graded – Set recipe user context to the user that submitted assignment #2862 - Loop filters – WP\_User\_Query calls improved #2858 - MemberPress – A coupon code is redeemed – Coupon tokens empty #2841 - Schedule – Add checks for class to load.php #2895 - Scheduled Actions – Actions not properly scheduling due to whitespace in time on some RTL websites #2886 - WordPress – A user’s comment on a specific type of post receives a reply – Trigger running in wrong user context #2596 **Under the hood:** - Recipe Log filters – Add a fallback to return data from tables if views are disabled or not exists #2849 - Setup Wizard – Added Pro license activation step #2891 **Plugins:** Pro --- ### [v5.9](https://automatorplugin.com/changelog/uncanny-automator-5-9/) **Published:** July 2, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.9, released July 2, 2024. Includes: New Features, New App Integrations, New Plugin Integration, New Triggers, New Actions, New Tokens, Addition, Updated, Fixed, Under the hood. **Content:** **New Features:** - Data management – `wp automator prune --help` WP-CLI command to prune data #4765 - Import/Export Recipes – Bulk Export/Import #4735 - Recipe UI – Recipe notes metabox #4768 - Walkthrough – Create a recipe #4302 **New App Integrations:** - [Campaign Monitor](https://automatorplugin.com/integration/campaign-monitor/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4601 - [Notion](https://automatorplugin.com/integration/notion/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3884 **New Plugin Integration:** - [Kadence](https://automatorplugin.com/integration/kadence/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4445 **New Triggers:** - Kadence – A form is submitted #4447 - Kadence – A user submits a form #4446 **New Actions:** - Campaign Monitor – Add/Update a subscriber to a list #4578 - Campaign Monitor – Remove a subscriber from a list #4580 - Notion – Create a database item #3886 - Notion – Create a page #3885 - Notion – Update a database item #3887 **New Tokens:** - Presto Player – A user completes a video – Video title, Media hub title #4786 - WP Job Manager – A user submits a resume – Resume Post URL, Resume ID #4799 - WPForms – Price field – Quantity token #4754 - WordPress – Post slug to several WP triggers #4800 **Addition:** - Automator Core – `AUTOMATOR_DATABASE_VIEWS_ENABLED` to disable Database Views #4723 **Updated:** - Google Sheets – File Picker now allows selecting additional files without overwriting current files #4788 - LearnDash – A user achieves a percentage greater than, less than or equal to a value on a quiz – Default value of Percentage field removed #4716 - MemberPress – A user purchases a recurring subscription product – ‘Any’ option added #4804 - Modern Events Calendar – Event’s field label #4541 - OpenAI – Model “gpt-3.5-turbo-0301” deprecated #4784 - WordPress – Create a post – Show WP error messages in recipe log #4775 - WordPress – Update the excerpt of a post #4696 - Zoho Campaigns – Support for non-US zone accounts #4810 **Fixed:** - Forminator – Formatted token values showing both raw and formatted values #4725 - Post Loops – Action tokens and Webhooks – Action tokens do not parse when used in Webhooks and App Integrations #4691 - Recipe Logs – A recipe with delay and user selection erroneously showing ‘In progress with error’ #4729 - Slack – Send a message to a channel – PHP Notices when Bot name and Icon are not set #4814 - Tin Canny Reporting – A Tin Can verb is recorded from a Tin Can module – Possible cache issues and variable checking #4766 - WPForms – Radio field tokens not parsing under a specific condition #4770 - WPForms – Validate trigger token data before parsing #4713 - WordPress – Change the post type of a post to a post type – Not handling “All post” selection properly #4798 **Under the hood:** - Automator Dashboard refresh #4345 - Core – Action arg `$parsed` does not work as expected when the repeater field data is sent #4678 - Core – Actionify Triggers enhancement #4706 - Core – Additional third-party support to properly purge cache #4822 - Core – Elite status #4824 - Core – Removed invalid characters in some sentences #4807 - Import recipe – Imported recipes with Loops fails to recognize loop as live #4764 - Popup Maker Integration icon #4748 - Recipe UI – CSS margin issue when ACF is active #4699 - Recipe UI – `load_options` calling `call_user_func` twice #4732 - Recipe fields – Dynamic fields to support Notion #4602 - Setup Wizard – Setup flow modifications when Automator Pro is active #3600 - User Loop and Token Parser – Usermeta token not parsing in Scheduled recipe #4762 - Zoom – JWT dependancy removed #4677 - Rearrange `file_exist` check. #4779 **Plugins:** Lite --- ### [v5.8.0.2](https://automatorplugin.com/changelog/uncanny-automator-5-8-0-2/) **Published:** May 27, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.8.0.2, released May 27, 2024. Includes: Fix. **Content:** **Fix:** - Outgoing Webhooks – Content-Type header missing on some webhooks after Auth changes #4709 **Plugins:** Lite --- ### [v5.8.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-8-0-1/) **Published:** May 24, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.8.0.1, released May 24, 2024. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Dashboard – Recipes using credits widget is not rendering in v5.8 #4694 - Google Sheets – PHP error when disconnecting the App #4697 - Google Sheets – Worksheet not found error on some sites #4702 **Under the hood:** - Restrict Content Pro Integration icon #4693 **Plugins:** Lite --- ### [v5.8](https://automatorplugin.com/changelog/uncanny-automator-pro-5-8/) **Published:** May 21, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.8, released May 21, 2024. Includes: New Integration, New Triggers, New Actions, New Conditions, Update, Fixed, Under the hood. **Content:** **New Integration:** - Database Query #2571 - Code Snippets #2768 **New Triggers:** - WPCode – A snippet is deactivated #2754 - Woo Memberships – A user’s access to a membership plan is changed to a status #2798 **New Actions:** - Code Snippets – Create a code snippet #2768 - Database Query – Run a SELECT query #2573 - Database Query – Run an SQL query #2769 - FluentCRM – Remove a contact from lists #2758 - Gravity Forms – Submit an entry for a form #2526 - MailerLite – Create or update a subscriber #2721 - MemberPress – Cancel the user’s recurring membership #2530 **New Conditions:** - GamiPress – The user’s points type meets a condition #2613 - Tin Canny Reporting – A user has recorded a verb for a module #2786 **Update:** - Incoming Webhooks – Show sample data in fields #2823 **Fixed:** - BuddyBoss/BuddyPress – Create a group – Group URL token not using custom slug #2830 - Emails – An email address ends/does not end with a domain – Domain are non case sensitive now #2816 - Events – An attendee is registered for an event – Not firing for multiple tickets when an Outgoing Webhook is part of the recipe #2767 - Recipe Logs – Date range filter with same date does not return results #2814 - Recipe Logs – Loop recipes – Actions not showing dates in the sidebar #2821 - WS Form – A form is submitted with a specific value in a specific field – Specific value not working correctly with radios #2806 - Woo Subscriptions – A user purchases a variable subscription with a variation selected – PHP Error in a particular situation #2811 **Under the hood:** - Action Scheduler – Version bump to v3.7.0 #2827 - System Status – Last updated date when Automator Pro is updated #2809 - `Copy_Recipe_Parts_Pro` class moved to Automator Free #2799 **Plugins:** Pro --- ### [v5.8](https://automatorplugin.com/changelog/uncanny-automator-5-8/) **Published:** May 21, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.8, released May 21, 2024. Includes: New Feature, New App Integration, New Plugin Integrations, New Triggers, New Actions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Ability to Import and Export recipes to any site #4604 **New App Integration:** - [AWeber](https://automatorplugin.com/integration/aweber/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4501 **New Plugin Integrations:** - [Code Snippets](https://automatorplugin.com/integration/code-snippets/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4554 - [SureMembers](https://automatorplugin.com/integration/suremembers/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3986 **New Triggers:** - SureMembers – A user is added to an access group #4123 - SureMembers – A user is removed from an access group #4124 **New Actions:** - AWeber – Add a tag to a subscriber #4272 - AWeber – Add a subscriber #4270 - AWeber – Update a Subscriber #4273 - Code Snippets – Activate a snippet #4582 - Code Snippets – Deactivate a snippet #4583 - SureMembers – Add the user to a specific access group #4121 - SureMembers – Remove the user from an access group #4125 **New Tokens:** - Common token – User registration date #4656 - Uncanny Codes – Remaining codes, Total codes #4028 - Uncanny Groups – Remaining seats, Total seats #4027 **Added:** - FluentCRM – Add/Update a contact – WP Filter `automator_fluentcrm_omit_custom_field-$slug` to omit custom fields #4669 - OpenAI – Use a prompt to generate text with the GPT model – GPT-4o model support #4674 - Slack – “Bot name” and “Bot icon” optional fields to customize each action #4523 **Updated:** - Dashboard – App Credits Widget Display Enhancement for Pro #4376 - Google Sheets – Implement FilePicker changes #4481 **Fixed:** - BuddyBoss/BuddyPress – Global tokens not parsing on some sites #4654 - FluentCRM – A contact is added to List – Not firing when the contact is added through FluentForms integration #4683 - Outgoing Webhook – PHP notices and warnings #4668 - Password reset token – User reset password URL being invalidated when the token is used multiple times in an email #4634 - Recipe logs – PHP notice when human readable sentence is null #4647 - Webhook Outgoing – Authorization field – Parse tokens #4638 **Under the hood:** - Facebook Groups – App integration deprecated #4671 - Google Sheets – Migration script to migrate to FilePicker method #4682 - New settings page – AWeber #4269 - System Status – Add `(Updated: )` in front of Automator Version #4527 - System Status – Only show Automator DB Tables and Views #4526 **Plugins:** Lite --- ### [v5.7.0.2](https://automatorplugin.com/changelog/uncanny-automator-5-7-0-2/) **Published:** May 8, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.7.0.2, released May 8, 2024. Includes: Fix, Under the hood. **Content:** **Fix:** - Recipe logs – Incorrectly flagged some “In Progress” recipe runs as “Failed” in recipes with multiple triggers and an “All” operator #4664 **Under the hood:** - Recipe Logs – Change “Failed” recipes back to “In Progress” for updated Failed logic #4661 **Plugins:** Lite --- ### [v5.7.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-7-0-1/) **Published:** April 26, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.7.0.1, released April 26, 2024. Includes: Update. **Content:** **Update:** - Google Sheets & Recipe Logs – Update a row in a Google Sheet – Resend button not appearing on some sites #4643 **Plugins:** Lite --- ### [v5.7](https://automatorplugin.com/changelog/uncanny-automator-pro-5-7/) **Published:** April 23, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.7, released April 23, 2024. Includes: New Integrations, New Triggers, New Action, New Conditions, New Features, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - (Google) Sheets Web App #2592 - Schedule #2264 **New Triggers:** - Sheets Web App – Receive data from Google Sheets Web App #2593 - LifterLMS – A user enrolls in a membership #2466 - LifterLMS – A user triggers an engagement #2467 - Schedule – Repeat every hour, day, week, month or year at a specific time #2791 - Schedule – Repeat every weekday at a specific time #2789 - Schedule – Run on a specific date and a specific time #2790 **New Action:** - Woo Subscriptions – Remove a subscription product from the user’s subscription #2729 **New Conditions:** - Automator Core – A user has a recipe in a status #2628 - LifterLMS – The user does not have a membership #2707 - LifterLMS – The user has a membership #2706 - LifterLMS – The user is enrolled in a course #2704 - LifterLMS – The user is not enrolled in a course #2705 **New Features:** - Magic Button – Gutenberg Blocks for Magic Button and Magic Link recipes #2722 - Magic Button – Support for AJAX button and link #2719 **Added:** - AffiliateWP – Create an affiliate – Added a User Email field #2761 - BuddyBoss – Add a post to the sitewide activity stream – Add “Generate a preview image from the first URL included in the message” option #2715 - BuddyBoss – Add a post to the user’s activity stream – Add “Generate a preview image from the first URL included in the message” option #2714 - LearnDash – Send a certificate – CSS field for styling #2772 - Woo Memberships – Membership post ID and plan post ID #2723 **Updated:** - Advanced Custom Fields – Added WP Filter `automator_acf_post_type_posts_per_page` to modify the dropdown count #2796 - EDD – Cancel the user’s subscription matching a subscription ID – Added filter `automator_pro_edd_cancel_subscription_by_id_can_cancel` #2727 - LearnDash – Send an email to the Group Leader actions – Email will be sent to each “To” recipient individually #2703 - MemberPress – A coupon code is redeemed – `do_action` switched to make it run more reliably 62193 #2732 - Woo – Add a product to an order – Add Price and Quantity fields #2710 **Fixed:** - BuddyBoss – Send an email to all members of a group – Email content not converting new lines into \#2755 - Woo Subscriptions – Set the user’s subscription of a subscription product to a status – Added pending-cancel option #2770 - WordPress – A term archive is viewed – Polluting error logs #2713 - WordPress – Update the content of a post – Changing the post type #2764 **Under the hood:** - Automator’s internal post types available for post type selection #2717 - Deprecate WP Bitly Integration #2730 - Shorten Woo Plugin Names #2776 **Plugins:** Pro --- ### [v5.7](https://automatorplugin.com/changelog/uncanny-automator-5-7/) **Published:** April 23, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.7, released April 23, 2024. Includes: New App Integrations, New Plugin Integration, New Triggers, New Actions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New App Integrations:** - [Bitly](https://automatorplugin.com/integration/bitly/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4539 - [GetResponse](https://automatorplugin.com/integration/getresponse/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4336 **New Plugin Integration:** - [SliceWP](https://automatorplugin.com/integration/slicewp/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4422 **New Triggers:** - EDD Software Licensing – A user’s license for a download is created #4611 - EDD Software Licensing -A user’s license for a download expires #4612 - SliceWP – A new affiliate is awaiting approval #4407 - SliceWP – A user becomes an affiliate #4405 - SliceWP – An affiliate is approved #4406 **New Actions:** - GetResponse – Create or update a contact #4274 - GetResponse – Remove a contact #4275 - SliceWP – Add a new affiliate #4403 **New Tokens:** - Woo Memberships – Membership post ID and plan post ID #4517 **Added:** - Outgoing Webhooks – Added `PATCH` and `OPTIONS` as request types #4568 - Recipe Logs – Automatically update the status of the stuck recipes to Failed #4323 **Updated:** - Facebook Groups – Support image/media ID #4491 - Google Sheets – Update a row in a Google Sheet – Remote calls consolidated to one request for better “Resend” support #4561 - OpenAI – Use a prompt to generate text with the GPT model – WP filter `automator_openai_chat_generate_should_sanitize_fields` to enable/disable fields sanitization #4563 - Recipe UI – Added clearer messaging when permalinks are set to “Plain” #4487 - WordPress – A post is updated – Add checks for autosave and status #4543 **Fixed:** - Closure – Not redirecting to relative URLs #4550 - Google Calendar & Recipe UI – Time fields does not retain tokens #3628 - Outgoing Webhook’s Authorization field – `update_post_meta` removing valid backslashes #4630 - Outgoing Webhooks – Repeater field sanitization fixed #4597 - Outgoing Webhooks – GET request now sends body values as URL query parameters #4597 - Outgoing Webhooks – Preview now displays the GET body correctly #4597 - Recipe UI – Clear completed runs count when “Clear activity log” action is performed #4537 - Woo Bookings – A booking is created – Products requiring a confirmation from the admin are not running #4524 - wpDiscuz – Activating the integration causing some AJAX endpoints to fail in WordPress integration #4547 **Under the hood:** - Activate License Banner – Text updates #4584 - Automator UI – Change menu link color #4590 - Dashboard – Update YouTube screenshots #4595 - Filter fields tokens – Added support to parse token records when array values are passed #4504 - Field Options – New WP Filter `automator_options_callback_response` #4613 - Recipe Logs – New recipe status – “In progress with errors” when an action was completed with errors but some actions are scheduled #4456 - Recipe UI – Pass add\_action value of the trigger to /update endpoint #4536 - Recipe UI – Time field – Allow 1 minute increment #4566 - Shorten Woo Plugin Names #4512 - Universal tokens overwriting each other erroneously #4629 **Plugins:** Lite --- ### [v5.6.0.2](https://automatorplugin.com/changelog/uncanny-automator-5-6-0-2/) **Published:** March 21, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.6.0.2, released March 21, 2024. Includes: Under the hood. **Content:** **Under the hood:** - Recipe UI – Filters block not rendering on screen when custom delay option is used in Automator Pro #4509 **Plugins:** Lite --- ### [v5.6.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-6-0-1/) **Published:** March 14, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.6.0.1, released March 14, 2024. Includes: Fix, Under the hood. **Content:** **Fix:** - Automator – Erroneously hiding some admin notices on some pages #4496 **Under the hood:** - Status Check – Updated the GET and POST endpoints #4498 **Plugins:** Lite --- ### [v5.6](https://automatorplugin.com/changelog/uncanny-automator-pro-5-6/) **Published:** March 13, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.6, released March 13, 2024. Includes: New Feature, New Integrations, New Triggers, New Actions, New Condition, New Post Loop Filters, New Token, Updated, Fixed, UI Updates, Under the hood. **Content:** **New Feature:** - Recipe UI – Delay – Use a custom token/value option #2683 **New Integrations:** - Date and Time #2671 - Generator #2625 - Magic Button #2363 - QR Code #2657 - Run Code #2481 - wpDiscuz #2604 **New Triggers:** - Gravity Forms – A list row is submitted in a form #2670 - SureCart – A refund for a product is issued to a customer #2521 - SureCart – A user renews a subscription to a product #2520 - SureCart – A user’s subscription to a product is cancelled #2519 - wpDiscuz – A guest comment is submitted on a user’s post #2601 - wpDiscuz – A guest comment on a user’s post is approved #2602 **New Actions:** - Date and Time – Generate a date #2655 - Date and Time – Generate a date and time #2656 - Date and Time – Generate a date and time based on a date #2661 - EDD Recurring – Cancel the user’s subscription matching a subscription ID #2634 - Generator – Generate a hash #2672 - Generator – Generate a nonce #2673 - Generator – Generate a random email #2654 - QR Code – Generate a QR code #2662 - WooCommerce – Get order details by an order ID #2610 - Woo Subscriptions – Extend the user’s next subscription renewal date to a specific product variation of a specific product by a number of days #2643 - WordPress – Verify a nonce #2674 - wpDiscuz – Add a comment to a post #2603 **New Condition:** - LearnDash – The user is/is not a leader of a group #2617 - WordPress – The user does not have a specific role #2697 **New Post Loop Filters:** - WooCommerce – An order ID is between a start ID and end ID #2557 - WooCommerce – An order has/does not have a status #2559 - WooCommerce – An order was placed between a start date and end date #2558 **New Token:** - GamiPress – A user earns an achievement – Image URL & Achievement ID tokens #2641 **Updated:** - Advanced Custom Fields – Support for ‘user\_role’ #2621 - BuddyBoss – Create a group – Add a group type option #2624 - LearnDash – Send a certificate – New WP Filter automator\_pro\_learndash\_certificate\_filename to change the file name #2650 - LearnDash – User is/is not a member of a group – “Any group” option #2693 - Woo Memberships – Remove the user from a membership plan – Membership plan field token support #2659 - WordPress – Taxonomy triggers – “Also include child categories” option #2668 **Fixed:** - BuddyBoss – A user joins a private group, A user joins a hidden group, A user joins a public group, A user joins a private group – Not working when multiple users added by admin #2684 - BuddyBoss – Set the user’s Xprofile data – Not handling date fields properly #2690 - BuddyPress – A user is removed from a group – Trigger not firing when an admin removes a user from backend \#2663 - BuddyPress – A user joins {{a private group}} – Trigger not firing when an admin adds a user from backend \#2638 - Formatter – Replace values in a string – Not replacing data in a JSON string #2689 - Forminator – File field token returning as Array and not the file path #2665 - LearnDash – Add a course to a group – Remove “Any course” option #2686 - LearnDash – Add the user to a group – Tokens not rendering proper values #2626 - WPForms – A user submits a form with PayPal payment – Trigger not firing #2623 - Woo Subscriptions – A user’s renewal payment for a subscription product fails – Set the correct context of the user in logs #2629 - WooCommerce – A product in a specific term in a specific taxonomy has its associated order set to a specific status – Not firing for some users #2680 **UI Updates:** - Magic Button and Links triggers moved to “Magic Button” Integration #2479 - “Call a custom function” actions moved to “Run Code” integration #2482 - “Generate a string” action moved to “Generator” integration #2625 **Under the hood:** - Magic Button and Links – Additional WordPress filters #2542 **Plugins:** Pro --- ### [v5.6](https://automatorplugin.com/changelog/uncanny-automator-5-6/) **Published:** March 13, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.6, released March 13, 2024. Includes: New Feature, New Integration, New Triggers, New Actions, Added, New Tokens, New Action Token, Updated, Fixed, Under the hood. **Content:** **New Feature:** - BuddyBoss – Universal Xprofile field tokens #4349 - BuddyPress – Universal Xprofile field tokens #4349 **New Integration:** - [wpDiscuz](https://automatorplugin.com/integration/wpdiscuz/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4364 **New Triggers:** - SureCart – An order for a product is shipped #4140 - wpDiscuz – A user submits a comment on a post #4359 - wpDiscuz – A user’s post receives a comment #4360 **New Actions:** - WordPress – Change the post type of a post to a post type #4337 - wpDiscuz – Add a reply to a comment #4361 **Added:** - DB Tools – Added “Empty” table action for API Logs table #4392 - OpenAI – gpt-4-0125-preview Added #4381 - Recipe Logs – Dismissible admin notice that shows the size of database tables #4394 - WP Job Manager – Dynamic Field token support added #4440 - Woo Memberships – Add the user to a membership plan – Token support for Membership plan field #4429 - WordPress – Taxonomy Triggers – “Also include child categories” option #4380 **New Tokens:** - Paid Membership Pro – Initial amount #4402 **New Action Token:** - ClickUp – Create a task – Task ID (newly created task ID) #4464 **Updated:** - ActiveCampaign – Updated field descriptions to include \[delete\] details #4473 #4477 - Closure – Improved framework to support better redirects #2973 - Google Sheets – Update a row in a Google Sheet – Support updating multiple rows if multiple matches found #3486 - HubSpot – Add/Update the user in HubSpot & Create/Update a contact in HubSpot – Updated field descriptions to include \[delete\] details #4417 - OpenAI – WP filter `automator_openai_image_generate_description` to change the description of the downloaded media #4471 **Fixed:** - Emails – Send Email – Filter empty header values for CC and BCC to avoid plugin conflicts #4373 - Fluent Forms – Erroneously triggering multiple recipes with Fluent triggers #4475 - Forminator – File field token returning as Array and not the file path #4431 - Paid Memberships Pro – A user’s subscription to a membership expires – Not working as expected #4390 - Recipe structure – PHP Error when External Object Cache is enabled on some servers #4453 - Setup wizard – Show an error message if there’s an issue during site connection #4396 - Thrive Leads – Tokens show as unavailable after saving action #4436 **Under the hood:** - Automator menu – App Integrations submenu – Not redirecting to App integrations on some sites #4459 - Duplicate recipe – PHP Notice when duplicating Advanced tokens #4386 - Google Apps – Some sites cannot connect to Google Services when external cache is enabled #4424 - Recipe UI – Added field attribute to exclude field’s default token #4466 - Recipe logs – App logs table – Optionally log app responses by a WP filter #4391 - Recipe UI – Support for token usage in Delay/Schedule popup in Automator Pro #4303 - Setup Wizard – Some sites were unable to connect account #4470 - Status – Debug – Log file content not appearing in browser #4457 - Automator – Only show Automator admin notices on Automator pages #4489 **Plugins:** Lite --- ### [v5.5.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-5-0-1/) **Published:** February 20, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.5.0.1, released February 20, 2024. Includes: Fix. **Content:** **Fix:** - Groundhogg – Update Get Tags functionality for compatibility with Groundhogg 3.2.2+ #2635 **Plugins:** Pro --- ### [v5.5.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-5-0-1/) **Published:** February 20, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.5.0.1, released February 20, 2024. Includes: Fixed. **Content:** **Fixed:** - Groundhogg – Get tags functionality not working as expected #4398 - PHP Notice – Function `wp_cache_flush_group` was called incorrectly #4383 - Plugin cannot be deleted on some sites #4414 **Plugins:** Lite --- ### [v5.5](https://automatorplugin.com/changelog/uncanny-automator-pro-5-5/) **Published:** January 25, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.5, released January 25, 2024. Includes: New Trigger, New Actions, New Trigger Tokens, New Action Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Trigger:** - Easy Digital Downloads – A file is downloaded #2486 **New Actions:** - BuddyBoss – Unsubscribe the user from a forum #2514 - BuddyPress – Unsubscribe the user from a forum #2515 - Easy Digital Downloads – Delete a customer by ID #2065 - LearnDash – Extend the user’s access to a course by a number of days #2529 - Woo Subscriptions – Extend the user’s next subscription renewal date to a specific product by a number of days \#2528 - Woo – Add a note to an order #2561 **New Trigger Tokens:** - Woo – Order item(s) total #2550 - Woo – User’s total spend & User’s total spend (unformatted) #2549 - WordPress – Post content (formatted) #2605 **New Action Tokens:** - WordPress – Add an image to the media library – Media Library ID and Media Library image URL #2599 **Added:** - LearnDash – Reset the user’s progress in a course – “Reset Simple Course Timer data” checkbox when Uncanny Toolkit Pro is active #2576 - Woo – Generate and email a coupon code – Added generated coupon property for Recipe logs #2546 **Updated:** - Easy Digital Downloads – “Product” text changed to “Download” for consistency #2608 - OpenAI – Use a prompt to generate text with the Davinci model – Action deprecated, existing recipes switched to davinci-002 model #2589 - Paid Membership Pro – Filters missing hidden levels #2586 - WordPress – “Post content” token renamed to “Post content (raw)” #2606 **Fixed:** - Amelia – A user’s booking of an appointment for a service has been changed to a specific status – Set the context of the trigger to the current user #2554 - Background actions – Condition group incorrectly show as skipped in the Recipe logs #2588 - BuddyBoss – Set the user’s Xprofile data – Handle multiple options #2574 - JetFormsBuilder – Tokens are now being rendered inside the User Loop #2587 - Loop filters – A post is a specific type of post – Now only displays public post types #2583 - Paid Membership Pro – An admin assigns a membership level to a user – Set member as the current user for recipe logs #2566 - WordPress – A user updates a post – No longer fires on publish and on trash events #2543 - WordPress – A user updates a post in a specific status – Validation to check if array key exists #2564 **Under the hood:** - Data management – Auto prune cron now includes settings for hours and minutes #2562 - Loop Filters – Make Loop Filters a post type as private #2580 - Magic button/link – WP Filters and actions – `automator_pro_magic_link_tokens`, `automator_pro_magic_buttons_tokens`, `automator_pro_magic_link_triggered`, `automator_pro_magic_button_triggered` #2539 **Plugins:** Pro --- ### [v5.5](https://automatorplugin.com/changelog/uncanny-automator-5-5/) **Published:** January 25, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.5, released January 25, 2024. Includes: Added, New Tokens, Updated, Fixed, Under the hood. **Content:** **Added:** - Emails – Send a test email from inside the email action #4058 - Data management – New setting “Delete all data” to delete plugin data on deletion #4326 - Outgoing Webhook – Separate Authorization header field with data masking #4242 **New Tokens:** - Fluent CRM – Primary Company Name #4305 - Woo – User’s total spend & User’s total spend (unformatted) #4278 - WordPress – Post content (formatted) #4356 **Updated:** - ActiveCampaign – Tag actions – Added support to pass Tag names #4285 - LearnDash – Mark complete actions – Support for future `learndash_process_mark_complete` function updates #4343 - MailPoet – Actions will now complete with errors if an issue occurs #4251 - OpenAI – Deprecated models replaced in Recipe UI #4333 - Recipe logs – Integration icons are now listed once per log entry if multiple triggers or actions of the same integration are part of recipe #4296 - WordPress – “Post content” token renamed to “Post content (raw)” #4357 **Fixed:** - EDD Recurring Payments – Cancel the user’s subscription to a download – List variable pricing recurring downloads #4366 - JetPack CRM – Dynamic contact status options in dropdown #4297 - LearnDash – Mark complete action – Autocomplete not working on Actions for complete lessons and complete topics #4343 - Recipe Logs – The initial run of the new recipe counts as twice runs #4294 - WordPress – A user updates a type of post – Running twice when Yet Another Related Posts Plugin (YARPP) is active #4309 **Under the hood:** - Added Gutenberg Automator Block category #4354 - Brevo – Create or update a contact – Passed missing `$action_data` to the function #4371 - `$is_login_required` attribute in the new integration framework #4342 - Recipe logs – Added `stacktrace` property to show in logs if PHP Exception or Error occurs #4260 - System status – Permalink status added #4346 - A core file not loading as expected #4368 **Plugins:** Lite --- ### [v5.4.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-4-0-1/) **Published:** January 10, 2024 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.4.0.1, released January 10, 2024. Includes: Fix. **Content:** **Fix:** - OpenAI – Changed deprecated models to use `gpt-3.5-turbo-instruct` #2569 **Plugins:** Pro --- ### [v5.4.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-4-0-1/) **Published:** January 10, 2024 **Author:** Saad **Excerpt:** Uncanny Automator 5.4.0.1, released January 10, 2024. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Google Sheets – Actions will show “Completed with errors” if the entry failed due to an issue with the Google API #4298 - OpenAI – Changed deprecated models to use `gpt-3.5-turbo-instruct` #4314 - Recipe UI – Newly added actions now showing when on LiteSpeed server/cache #4287 - WPCode – Free actions don’t show up when the Premium plugin is active #4307 **Under the hood:** - PHP Notices #4262 **Plugins:** Lite --- ### [v5.4](https://automatorplugin.com/changelog/uncanny-automator-pro-5-4/) **Published:** December 21, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.4, released December 21, 2023. Includes: New Actions, New Conditions, New Loop Filters, New Tokens, Added, Updated, Fixed. **Content:** **New Actions:** - WooCommerce Bookings – Create a booking #2397 - WooCommerce Bookings – Change a booking to a specific status #2360 **New Conditions:** - EDD Software Licensing – A user has/does not have an active license for a download #2487 - Easy Digital Downloads – A user has/has not downloaded a file #2485 **New Loop Filters:** - BuddyBoss – A user does not have a value in an Xprofile field #2496 - BuddyBoss – A user has a value in an Xprofile field #2497 - BuddyPress – A user does not have a value in an Xprofile field #2495 - BuddyPress – A user has a value in an Xprofile field #2491 **New Tokens:** - MemberPress – Quiz triggers – Course ID #2503 - Woo #2516 - Order fee - Order fee (unformatted) - Shipping fee - Shipping fee (unformatted) - Stripe fee - Stripe fee (unformatted) - Stripe payout - Stripe payout (unformatted) **Added:** - Formatter – Output the year in date formatter #2535 - LearnDash – Send a certificate – Checkbox to “CC the user’s Group Leaders” #2527 **Updated:** - Data management – Auto-prune recipe logs – Added a dropdown to select time frame #2538 - WooCommerce – User purchased conditions – Add “Any product” #2500 **Fixed:** - MemberPress – A coupon code is redeemed – Expects a user ID check #2483 - WooCommerce – A user’s order status changes to a specific status – Handle “Any” status #2522 **Plugins:** Pro --- ### [v5.4](https://automatorplugin.com/changelog/uncanny-automator-5-4/) **Published:** December 21, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.4, released December 21, 2023. Includes: New Integrations, New Triggers, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [EDD Software Licensing](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4182 - [Heroic Knowledge Base](https://automatorplugin.com/integration/heroic-knowledge-base/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4179 - [SeedProd](https://automatorplugin.com/integration/seedprod/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3981 - [Thrive Ultimatum](https://automatorplugin.com/integration/thrive-ultimatum/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4085 **New Triggers:** - EDD Software Licensing – A license for a download is created #4183 - EDD Software Licensing – A license for a download expires #4184 - Heroic KB – A user gives a negative rating to an article #4186 - Heroic KB – A user gives a positive rating to an article #4185 - Heroic KB – An article receives a negative rating #4188 - Heroic KB – An article receives a positive rating #4187 - SeedProd – An Optin Form is submitted #3984 - Thrive Ultimatum – A user triggers an evergreen campaign #4216 - Thrive Ultimatum – An evergreen campaign is triggered #4117 **New Tokens:** - Outgoing Webhooks – Response – Status code #4231 - Woo #4209 - Order fee (unformatted) - Shipping fee (unformatted) - Stripe fee (unformatted) - Stripe payout (unformatted) **Added:** - Data management – Immediately delete log entries when recipes are completed #4215 - Data management – Delete recipe records when user is deleted #3509 **Updated:** - Brevo – Account validation process updated #4206 - Brevo – Create or update a contact – Update existing contact checkbox bool type value fix #4253 - Data management – Prune recipe logs – Field updated to allow decimal input for even shorter interval #4084 - WordPress – Create a post – Add fields to set custom CSS and JS in the created post #4214 **Fixed:** - BuddyPress & BuddyBoss – Add the user to a group – Custom token values not rendering properly #4225 - Gravity Forms – A specific field in an entry for a form is updated to a specific value – Form tokens are not showing in the list #4248 - Number of times option not working in some triggers until it is resaved #4239 - OpenAI – Erroneously reducing App credits on models fetch #4236 - RafflePress – Someone registers for a giveaway – Not firing when someone registers #4204 - Recipe – Run closure when there are no actions #4220 - Recipe UI – Order of scheduled actions ignored the time #4155 - Recipe UI – Safari compatibility issue for versions below 16.1 due to unsupported regex lookbehind #4212 - Recipe UI – Handle PHP fatal error when the integration of a used action is missing #4076 - Redis/Object Caching – Automator’s clear cache now only clears its cache instead of flushing everything #4245 **Under the hood:** - Automator DB – Nightly health-check will automatically fix any missing tables or views #4255 - Recipe UI – Support setting field visibility conditionally based on value of other fields #4213 - `AUTOMATOR_DISABLE_APP_INTEGRATION_REQUESTS` constant to disable all outgoing App & Webhook requests #4240 - `AUTOMATOR_DISABLE_SENDEMAIL_ACTION` constant to disable all outgoing emails #4241 - Settings – Logs – Renamed to “Data management” #3508 - Data management – Auto Prune in Automator Pro – Styling updates #4252 **Plugins:** Lite --- ### [v5.3.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-3-0-1/) **Published:** December 5, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.3.0.1, released December 5, 2023. Includes: Updated, Fixed, Under the hood. **Content:** **Updated:** - BuddyBoss – Add a post to the activity stream of a group – Support added for wp\_embed/video preview #2501 **Fixed:** - Gravity Forms – A user submits a form with a specific value in a specific field – PHP Error when entry is not found #2508 - WishList Member – Remove the user from a membership level – Replace deprecated methods #2498 **Under the hood:** - License page – Added WP nonce validation when clearing license #2492 - License page – Added admin check on activation/deactivation and change license key actions #2493 - Replaced `$_GET` and `$_POST` to use `filter_input` to avoid vulnerability \#2494 **Plugins:** Pro --- ### [v5.3.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-3-0-1/) **Published:** December 5, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.3.0.1, released December 5, 2023. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Gravity Forms with Uncanny Codes or Uncanny Groups – PHP Error when code is redeemed #4175 - Instagram – Publish a photo to an Instagram account – Caption line spacing issue #4189 - Recipe builder – “Add ▼” button doesn’t work on Safari #4196 - Wishlist Member – Add the user to a membership level – Replace deprecated functions #4169 - WordPress – Post is published triggers – Firing when WordPress auto saves a draft #4191 **Under the hood:** - Fix uncaught exception during the weekly license check #4193 - Integration transient type warning in a specific situation #4194 - Review Banner – Link to WP.org to leave a review is not working as expected #4146 **Plugins:** Lite --- ### [v5.3](https://automatorplugin.com/changelog/uncanny-automator-pro-5-3/) **Published:** November 20, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.3, released November 20, 2023. Includes: New Feature, New Integration, New Triggers, New Loop Filters, New Token, Added, Fixed, Under the hood. **Content:** **New Feature:** - Loops – Post Loops #2453 **New Integration:** - WooCommerce Bookings #2391 **New Triggers:** - WooCommerce Bookings – A booking is updated #2357 - WooCommerce Bookings – A booking status is changed to a specific status #2358 **New Loop Filters:** **Post Loop** - WordPress - A post is a specific type of post #2459 - A post has/does not have a specific meta key #2459 - A type of post has/does not have a term in a taxonomy #2460 - A post’s field meets a condition #2458 - A post’s meta value meets a condition #2457 **User Loop** - LearnDash - The user has/has not completed a course #2422 - The user has/has not completed all courses in a group #2423 - The user is/is not enrolled in a specific course #2420 - The user is/is not enrolled in a specific group #2421 - WooCommerce – The user has/has not purchased a specific product #2418 - WooCommerce Subscriptions – The user has/does not have an active subscription of a product #2419 **New Token:** - Studio Cart – Payment option label #2455 **Added:** - BuddyBoss – Add a post to the activity stream of Group – Add an option to preview link. #2450 - User Loops – User specific tokens in new “Loop” token category #2475 **Fixed:** - BuddyBoss – Posting to groups only works for admins #2461 - MemberPress – The user meta fields coming form MemberPress are not returning the correct information when using the “User meta” token #2474 - The Event Calendar – PHP Error when parsing tokens #2464 - WP Fusion – Remove a tag from the user – Tag Names showing as \[object\] \[Object\] #2468 - WordPress – A taxonomy term is added to a specific type of post – Not listing the custom taxonomies when a custom post is selected #2449 - WordPress – A user updates a post – Firing when a post is auto saved #2470 **Under the hood:** - Loop filters – Added dependency method in parent class to allow filters to conditionally load the filter #2440 **Plugins:** Pro --- ### [v5.3](https://automatorplugin.com/changelog/uncanny-automator-5-3/) **Published:** November 20, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.3, released November 20, 2023. Includes: New App Integrations, New Integrations, New Triggers, New Actions, New Tokens, Updated, Fixed, Under the hood. **Content:** **IMPORTANT: Support for PHP 5.6 has been discontinued. If you are running PHP 5.6, you MUST upgrade PHP before installing Uncanny Automator v5.3. Failure to do that will disable Automator’s core functionality.** **New App Integrations:** - [Google Contacts](https://automatorplugin.com/integration/google-contacts/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3771 - [Sendy](https://automatorplugin.com/integration/sendy/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3870 **New Integrations:** - [Thrive Architect](https://automatorplugin.com/integration/thrive-architect/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #4086 - [WooCommerce Bookings](https://automatorplugin.com/integration/woocommerce-bookings/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3893 **New Triggers:** - Thrive Architect – A form is submitted #4095 - Thrive Architect – A user submits a form #4097 - Uncanny CEUs – A user earns a number or more CEUs #4150 - WooCommerce Bookings – A booking is created #3894 **New Actions:** - Google Contacts – Add a label to a contact #3775 - Google Contacts – Create a contact #3772 - Google Contacts – Create a label #3774 - Help Scout – Update the properties of a customer #3943 - Sendy – Add / Update a contact to a list #3876 - Sendy – Delete a contact from list #4151 - Sendy – Unsubscribe a contact from a list #3878 **New Tokens:** - StudioCart – Payment option label #4128 - WP Simple Pay – Price option & Quantity #4115 **Updated:** - OpenAI – Add support for DALL-E 3 #4135 - WordPress – Adding default\_value in some triggers causing them to not trigger properly #3638 **Fixed:** - Brevo – Add Update Contact action not appearing for selection #4126 - BuddyBoss – Social media fields tokens now parse reliably #4161 - FluentCRM – Add/Update a contact does not update the status #4113 - LearnDash Quiz Tokens – Issues with learndash\_get\_quiz\_questions #4148 - WPForms – A user submits a form – Firing for non-logged-in users #4160 - WordPress – A user updates a type of post – Firing when a post type is auto saved #4152 **Under the hood:** - Support for Post loops in Automator Pro #4171 - Upgrade to Pro – Text updates #4106 - Usage stats – Updated logging algorithm #3098 **Plugins:** Lite --- ### [v5.2.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-2-0-1/) **Published:** October 30, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.2.0.1, released October 30, 2023. Includes: Fixed. **Content:** **Fixed:** - Incoming Webhooks – PHP Error when properties declaration is not found in some Webhook integrations #2448 **Plugins:** Pro --- ### [v5.2.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-2-0-1/) **Published:** October 27, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.2.0.1, released October 27, 2023. Includes: Fixed. **Content:** **Fixed:** - App Settings – Settings are not saved when no recipes are active on the site #4110 **Plugins:** Lite --- ### [v5.2](https://automatorplugin.com/changelog/uncanny-automator-pro-5-2/) **Published:** October 26, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.2, released October 26, 2023. Includes: New Integrations, New Actions, New User Loop Filters, New Action Conditions, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Memberium for Keap](https://automatorplugin.com/integration/memberium-keap/ "Memberium for Keap") #2292 - [WPCode](https://automatorplugin.com/integration/wpcode/ "WPCode") #2004 (in Pro) **New Actions:** - Gravity Forms – Delete the entry that matches an entry ID #2432 - LearnDash – Mark a quiz complete for the user #2198 - LearnDash – Mark a quiz not complete for the user #2199 - Memberium for Keap – Add a tag to a contact #2293 - Memberium for Keap – Add or remove a contact tag(s) #2323 - Memberium for Keap – Add the user to a membership level #2239 - Memberium for Keep – Remove a tag from a contact #2294 - Memberium for Keep – Remove the user from a membership level #2240 - WPCode – Create a code snippet #1985 **New User Loop Filters:** - Woo Memberships – The user does not have an active membership of a product #2370 - Woo Memberships – The user has an active membership of a product #2369 - BuddyBoss – The user is in a group #2424 - BuddyBoss – The user is not in a group #2424 **New Action Conditions:** - WordPress – The user’s ID meets a condition #2278 - BuddyBoss – The user has a value in an Xprofile field #2335 - BuddyBoss – The user does not have a value in an Xprofile field #2335 - BuddyBoss – The user is a member of a group #2341 - BuddyBoss – The user is not a member of a group #2341 - Easy Digital Downloads – The user has not purchased a download #2434 - Easy Digital Downloads – The user has purchased a download #2399 - Memberium for Keap – The user has a membership level #2242 - Memberium for Keap – The user does not have a membership level #2242 - WooCommerce – The user has not purchased a product a number of times in the past number of days #2297 - WooCommerce – The user has purchased a product a number of times in the past number of days #2297 **Added:** - Incoming Webhooks – Recipe Logs – Additional data is now listed when viewing logs #2396 **Updated:** - LearnDash – Email actions – set\_mail\_values to pass user\_id and recipe data #2413 - User Loops – Memory optimization #2428 - WooCommerce – Create orders – New WP Action `automator_pro_woocommerce_order_created` #2411 **Fixed:** - Automator – Call a custom function/method – Returning invalid json while parsing empty function parameters \#2436 - Fluent Support – The icon URL is not correct in the Logs table #2407 - FlunetCRM – Migrate triggers and actions to use `load_options`/`options_callback` #2389 - JetFormBuilder – Trying to validate a specific trigger even when there are no recipes that are using it causing warnings #2402 - MasterStudy LMS – Lesson and Quiz By Course ID Changes #2364 - User Loops – User’s email address ends with a domain – Ignore @ symbol in the field #2415 - User Loops – Improved error handling when an invalid data is returned #2444 **Under the hood:** - Improved PHP 8.2 compatibility #2409 - Upgrade schema to support MySQL v5.5 #2405 **Plugins:** Pro --- ### [v5.2](https://automatorplugin.com/changelog/uncanny-automator-5-2/) **Published:** October 26, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.2, released October 26, 2023. Includes: New Integrations, New Trigger, New Actions, New Action Tokens, Added, Fixed, Under the hood. **Content:** **New Integrations:** - [Constant Contact](https://automatorplugin.com/integration/constant-contact/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3879 - [Memberium for Keap](https://automatorplugin.com/integration/memberium-for-keap/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3755 **New Trigger:** - Fluent Support – A ticket is opened #4035 **New Actions:** - Constant Contact – Add a contact to a list #3881 - Constant Contact – Add a tag to a contact #3883 - Constant Contact – Create or update a contact #3880 - Constant Contact – Delete a contact #3882 - Mautic – Add a contact to a segment #3454 - Mautic – Create a segment #3458 - Mautic – Remove a contact from a segment #3455 - Memberium for Keap – Update a contact field #3762 **New Action Tokens:** - Uncanny Groups – Create an Uncanny group – Group signup URL token when the Group Sign up module is active in Uncanny Toolkit Pro #4012 - LearnDash – Create a group – Group signup URL token when the Group Sign up module is active in Uncanny Toolkit Pro #4011 **Added:** - Automator Pro – Ability to remove user selector from recipe #4072 - Outgoing Webhooks – Manual retries #4056 - X/Twitter – App settings now let you choose between default and your own Custom App #3533 **Fixed:** - ActiveCampaign – Custom fields not working due to misassigned object variable #4054 - Contact Form7 – Tokens like Menu fields and attachment/File upload are not working #4069 - Divi – Everyone trigger is not firing as expected #4029 - Facebook Page – Facebook showing disconnected and can’t resend from logs #4009 - WPForms – Intermittent token issue doesn’t work for other selection values #4022 - WPForms – The Dropdown, Checkboxes, and Multiple Choice fields are not showing the values if a user modifies them #4052 - WSForm – PHP Error in on some sites #4044 - WordPress – A specific role is added to the user – Firing twice with the latest WordPress version #4099 **Under the hood:** - Improved PHP 8.2 compatibility #4043 - Action logs – Large error messages break layout #3982 - Emails – WP Filter `automator_send_email` to optionally turn off email for a user ID or recipe ID #4050 - License checks – Move license checks to nightly health calls #3978 - Uncanny Automator – Social icons in the footer #3980 - Recipe UI – Delay button not appearing for Pro-only integrations #4093 - Recipe logs – Delayed action token logging #3764 - Recipe logs – Fields not showing for the API integrations when background actions are enabled #3764 - Several core framework improvements to reduce memory usage #4079 #4089 - Twitter – Renamed to X/Twitter #4051 **Plugins:** Lite --- ### [v5.1.0.3](https://automatorplugin.com/changelog/uncanny-automator-5-1-0-3/) **Published:** October 16, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.1.0.3, released October 16, 2023. Includes: Fixed. **Content:** **Fixed:** - Status page – PHP error related to ‘mysql\_get\_server\_info’ in a specific situation #4032 - Debug logs – Improved security when debugging is enabled #4033 - Recipe UI – Show built-in or active Pro integrations only #4038 **Plugins:** Lite --- ### [v5.1.0.2](https://automatorplugin.com/changelog/uncanny-automator-5-1-0-2/) **Published:** October 5, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.1.0.2, released October 5, 2023. Includes: New Token, Fixed, Updated, Under the hood. **Content:** **New Token:** - Ninja Forms – Submission ID #3996 **Fixed:** - MasterStudy LMS – Lesson and Quiz By Course ID Changes #3959 - Reset password link and Reset password URL token not working with Paid Memberships Pro #4000 - WPForms – Support legacy Smart Tags #4005 **Updated:** - Easy Digital Downloads – “A user purchases a product” renamed to “A user purchases a download” #4017 - Uncanny Groups – Add / Remove seats actions now available for both logged-in and Everyone recipes #3994 **Under the hood:** - Review Banner – Credits left warning banner can’t be dismissed on the dashboard #4003 - Recipe Logs – Properties Framework – Added Trigger properties to support Incoming Webhooks in Pro #4001 - WordPress Playground updates to fix some notices #4020 **Plugins:** Lite --- ### [v5.1.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-1-0-1/) **Published:** September 28, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.1.0.1, released September 28, 2023. Includes: Fixed. **Content:** **Fixed:** - Gravity forms – A form is submitted with payment – Not firing for subscription payments #2374 - MemberPress – Add the user to a membership – Adding a recurring subscription product does not create a recurring subscription for the user #2384 - Run now – Erroneously firing all “Run now” recipes #2383 - User Loops – User Loops do not delete all loop filters and actions when a loop is deleted #2376 **Plugins:** Pro --- ### [v5.1.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-1-0-1/) **Published:** September 28, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.1.0.1, released September 28, 2023. Includes: Under the hood. **Content:** **Under the hood:** - Action tokens do not work when the source action has a delay or schedule #3988 - All Integrations – Data source switched to a static `.json` file #3356 - Recipe UI – Show Pro-only integrations preview when Automator Pro is not active #3800 **Plugins:** Lite --- ### [v5.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-1/) **Published:** September 25, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.1, released September 25, 2023. Includes: New Integrations, New Feature, New Triggers, New Actions, New Conditions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Bitly](https://automatorplugin.com/integration/bitly/ "Bitly") #2275 - [Easy Digital Downloads – Recurring Payments](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/ "EDD – Recurring Payments") #2304 - [Run now](https://automatorplugin.com/integration/run-now/ "Run now") #2263 **New Feature:** - Run now – Trigger recipe manually #2354 **New Triggers:** - AffiliateWP – A WooCommerce product is purchased using an affiliate referral #2303 - EDD Recurring Payments – A user cancels a subscription to a download #2155 - EDD Recurring Payments – A user’s subscription to a download expires #2154 - Gravity Forms – A user registers with a form #2321 - LearnDash – An assignment is graded #2132 - LearnDash – An essay question is graded #2133 - WooCommerce – A product in a specific term in a specific taxonomy has its associated order set to a specific status #2256 **New Actions:** - Bitly – Shorten a URL #2276 - EDD Recurring Payments – Delete a customer that matches an email #2064 - EDD Recurring Payments – Set a subscription download to expire on a specific date for the user #2153 - WooCommerce – Add a product to an order #1962 **New Conditions:** - EDD Recurring Payments – The user does not have an active subscription to a specific download #2156 - EDD Recurring Payments – The user has an active subscription to a specific download #2157 **New Tokens:** - WooCommerce – Order item(s) tax, Order item(s) quantity #2344 - WooCommerce – Country and State full name tokens #2289 - WordPress – A specific meta key of a specific type of post updates to a specific value – Post status #2328 **Added:** - BuddyBoss/BuddyPress – Add a post to the activity stream of a group – do\_action `bp_groups_posted_update` #2313 **Updated:** - AffiliateWP – “An affiliate refers a sale of a WooCommerce product ” renamed to “A user purchases a WooCommerce product using an affiliate referral” #2302 - Gravity Forms – A user submits a form with a specific value in a specific field – Added WordPress filter `automator_pro_gf_user_submits_matching_value_cron` to optionally fire it via cron #2326 - MemberPress – Add the user to a membership – Add support for welcome emails #2352 - User Loop Filters – Additional matching criteria added #2334 - WooCommerce – Product total renamed to Order item(s) subtotal #2343 - WordPress – Set post meta – Remove “Any post” option #2330 **Fixed:** - ARMembers – Add the user to a membership plan – Plan not getting assigned to the user #2324 - Action tokens – Not working in actions that are inside a loop #2338 - AffiliateWP – A user purchases a WooCommerce product using an affiliate referral – not working as expected \#2286 - Typeform – Header signature is now properly validated #2317 - Users Loop filters – A user meta value meets a condition – Contains and Does not contains not working as expected #2346 - WooCommerce – A product has its associated order completed, paid for, thank you page visited – Retuning the information for all the products in the order #2333 - WordPress – A user’s role changed from a specific role to a specific role not triggering consistently #2308 - WordPress – Set post meta – Removing shortcodes – Added WordPress filter `automator_skip_do_shortcode_parse_in_fields` to optionally skip field sanitization #2315 **Under the hood:** - Auto purge logs – Add additional filters #2350 - Database Tools – Show/Repair Pro tables #2284 - Duplicate recipe – Now copies Conditions and Loops properly #2366 - User Loops – Affecting normal recipe status #2319 - User Loops – Loop’s recipe flow disregards asynced actions status #2361 - Plugin updater library updated to the latest version #2368 **Plugins:** Pro --- ### [v5.1](https://automatorplugin.com/changelog/uncanny-automator-5-1/) **Published:** September 25, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.1, released September 25, 2023. Includes: New Integrations, New Trigger, New Actions, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Easy Digital Downloads – Recurring Payments](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3277 - [Mautic](https://automatorplugin.com/integration/mautic/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3200 **New Trigger:** - EDD Recurring Payments – A user subscribes to a download #3446 **New Actions:** - EDD Recurring Payments – Cancel the user’s subscription to a download #3511 - Mautic – Create or update a contact #3464 **Updated:** - Brevo – Create or update a contact – Update existing bool variable support for PHP 7.4 #3950 - Facebook Groups – Disconnect now only disconnect the current site #3262 - Recipe object – Handle invalid UTF-8 characters #3946 **Fixed:** - AffiliateWP – An affiliate makes a referral of a specific type – Not working when creating a referral in the back end #3692 #3919 - Gravity Forms – An entry for a form is updated – Not firing when fields are updated by `GFAPI` #3977 - User Loops – User tokens not parsing for universal tokens #3964 - User Loops – Action buttons hidden on Firefox because of invalid selector #3947 - Zoho Campaigns – Subscribe a contact to a list – Not parsing repeater fields #3970 **Under the hood:** - Core – Additional WordPress hooks for recipe duplication in Automator Pro #3930 - Internal debug logs – PHP notice #3623 - Internal debug logs – Update to put the contents in `file.txt` instead of `file.log` #3623 - Recipe Logs – Action Repeater Fields – Not displaying the data correctly when multiple repeater fields are in the action #3972 - Support for Run Now in Automator Pro v5.1+ #3957 **Plugins:** Lite --- ### [v5.0.1](https://automatorplugin.com/changelog/uncanny-automator-5-0-1/) **Published:** September 13, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.0.1, released September 13, 2023. Includes: New Tokens, Updated, Fixed, Under the hood. **Content:** **New Tokens:** - WooCommerce #3866 - Billing country (full name) - Billing state (full name) - Shipping country (full name) - Shipping state (full name) - Outgoing Webhooks – Response – Body (raw) #3869 **Updated:** - ActiveCampaign – Improved error messages & error handling and return actual response message #3875 - MemberPress – A user purchases a recurring subscription product – Filter for recurring payments #3914 - WP All Import – Specific post type is imported – Erroneously firing when posts are updated during import #3911 - WordPress – Create a post – Content sanitization for the “Post Content” is removed #3933 - Zoho Campaigns: Add additional fields like name and other details #3903 **Fixed:** - Automator – `AUTOLOGINLINK` doesn’t show up in the token selector #3857 - Automator – A recipe completes with errors a number of times – Firing for completed, awaiting status #3900 - Elementor – A post is published with Elementor – Firing when a post is updated #3932 - LearnDash – Action Tokens – Not returning correct values #3726 - OpenAI – Generate a meta description with GPT-4 – Typo in prompt #3921 - Outgoing Webhooks – Sending incorrect payload body for form-data format #3923 - Outgoing Webhooks – Response header not properly encoding double quotes #3889 - Recipe Logs – Logs not working when WordPress is installed in a subdirectory #3826 - Recipe Logs – Custom Properties not displaying correctly #3874 - Telegram – Preserve line breaks in messages #3908 - WPForms – Smart Tags Label Matching for Value / Label Tokens #3928 - WPForms – The Number slider is returning a string with multiple values instead of a number with the selected value #3910 - WPForms – Remove extra white space from labels that were preventing multiple choice tokens from matching and rendering values #3896 - WordPress – Create a post – TinyMCE textarea sanitization breaks tokens inside `` tags #3844 **Under the hood:** - Action tokens – Nested tokens, or a token inside a token causing logs to output an empty record when there is an action field token #3899 - Closure – WordPress filter – automator\_recipe\_closure\_admin\_redirect #3931 - Core – Additional filters and actions for database repair #3868 - Fixing some known 5.0 issues #3856 - Improved PHP 5.6 compatibility #3934 - Inconsistent recipe objects when both Redis and Object Caching is installed and enabled #3917 - Re-architect common tokens and move them to Automator core #3905 - Add “Addon” tab #3935 **Plugins:** Lite --- ### [v5.0.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-5-0-0-1/) **Published:** August 31, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.0.0.1, released August 31, 2023. Includes: Fixed. **Content:** **Fixed:** - AffiliateWP – An affiliate refers a sale of a WooCommerce product – Field not loading #2306 - Incoming Webhooks – Get samples – Fixed undefined JS nonce variable #2298 - Gravity Forms – Create a gravity form entry – Get fields – Fixed undefined JS nonce variable #2298 - WordPress – A user’s role changed from a specific role to a specific role now only completes relevant trigger when added multiple times in a recipe #2300 **Plugins:** Pro --- ### [v5.0](https://automatorplugin.com/changelog/uncanny-automator-pro-5-0/) **Published:** August 24, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 5.0, released August 24, 2023. Includes: New Feature, New Triggers, New Actions, New Condition, Updated, Fixed, Under the hood. **Content:** **Note**: Uncanny Automator 5.x is no longer compatible with Uncanny Automator Pro < 5.0. **New Feature:** - User Loops 🔄 #2268 **New Triggers:** - Charitable – A recurring donation to a campaign is cancelled #2005 - Charitable – A recurring donation to a campaign is made #2108 - MemberPress – A sub-account is removed from a parent account #1423 **New Actions:** - AffiliateWP – Link a customer to an affiliate for lifetime commissions #1929 - Charitable – Add an entry in a donation log #2010 - Formatter – Extract the first word from a string #2274 - LearnDash – Reset the user’s progress for all courses associated with a group #1983 - WordPress – Fetch an existing user #2035 **New Condition:** - WordPress – The user’s email address matches a specific domain #2279 **Updated:** - BuddyBoss – A user updates their profile with a specific value in a specific field – PHP notices when array is passed #2249 - Email – Send an email – Email body is now fetched at runtime instead of when scheduled #2245 - LearnDash – Send an email to the user’s group leader(s) – Email body is now fetched at runtime instead of when scheduled #2265 - LearnDash – Send an email to Group Leaders of a group – Added checkbox to exclude child groups #2141 - Mailpoet – Remove a subscriber from a list – Now available for both Logged-in and Everyone recipes #2231 **Fixed:** - ARMember – Pro version throwing a PHP Error #2225 - Automator – Condition – The user has completed a recipe – Removed redundant queries #2271 - BuddyBoss – A user updates their profile with a specific value in a specific field – Now runs when Automator updates the user profile using the “Set the user’s Xprofile data” action #2212 - Formatter – Convert date into format – Now works for non-English language sites #2235 - MyCred – A user earns a rank – Now fires more reliably when multiple live recipes are using the trigger #2196 - WooCommerce Subscription – Sites on WordPress.com now list subscriptions products reliably #2222 - WooCommerce Subscription – ​Condition – The user has an active subscription to Any Subscription Product – Now works as expected #2248 - WordPress – Remove a role from the user’s roles – Now removes the role successfully in a wider range of situations #2217 - WordPress – Create a user – The meta fields saved more reliably #2229 **Under the hood:** - Renamed deprecated arg get\_trigger\_id to trigger\_log\_id #2272 - Action Scheduler bumped to 3.5.4 - Improved PHP 8.2 compatibility **Plugins:** Pro --- ### [v5.0](https://automatorplugin.com/changelog/uncanny-automator-5-0/) **Published:** August 24, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 5.0, released August 24, 2023. Includes: New Integrations, New Triggers, New Actions, New Tokens, Updated, Fixed, Under the hood. **Content:** **Note**: Uncanny Automator 5.x is no longer compatible with Uncanny Automator Pro < 5.0. **New Integrations:** - [Pretty Links](https://automatorplugin.com/integration/pretty-links/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3472 - [Brevo](https://automatorplugin.com/integration/brevo/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3627 **New Triggers:** - Automator – A user completes a recipe #3681 - Elementor – A post is published with Elementor #3719 - Pretty Links – A user clicks a pretty link #3777 - Pretty Links – A pretty link of a specific redirect type is created #3840 - Pretty Links – A pretty link is clicked #3611 **New Actions:** - Brevo – Add a contact to a list #3645 - Brevo – Create or update a contact #3635 - Brevo – Delete a contact #3636 - Brevo – Remove a contact from a list #3646 - Pretty Links – Create a pretty link for a specific target URL #3610 **New Tokens:** - Automator – A user completes a recipe with errors #3680 - Recipe name - Recipe status - Recipe ID - Number of times - Recipe edit link - Recipe log URL - Action log URL - Trigger log URL - Automator – A user completes a recipe without errors #3679 - Recipe name - Recipe status - Recipe ID - Number of times - Recipe edit link - Recipe log URL - Action log URL - Trigger log URL - Common – User locale #3653 - WooCommerce #3735 #3788 - Order time - Order date & time - Stripe fee (when Stripe plugin is enabled) **Updated:** - Recipe logs – Show action notes (if available) when an action is completed with “do nothing” status #3767 - Amelia – A guest registers for an event – Attendee info tokens are now parsed #3804 - Automator – “A user completes a recipe number of times” renamed to “A user completes a recipe without errors a number of times” #3677 - Automator – “An Automator recipe completes with errors” renamed to “A user completes a recipe with errors” #3678 - Facebook Groups – Admin notification query optimization #3555 - LinkedIn – Refresh token query optimization #3555 - Gravity Forms – Support for survey tokens #3821 - WhatsApp – Support image formats and added JSON string as Message value for other replies formats such as Audio, Location, Contacts, etc #3793 - Webhooks – Send data to a webhook – Response header and body now displayed in logs #3750 - Webhooks – Send data to a webhook – Empty body payload support added #3784 - Webhooks – Send data to a webhook – “Send test” now displays response header and body #3784 - WooCommerce – Order shipping token renamed to Shipping fee #3823 **Fixed:** - ARMember – ARMember Pro throws a PHP Error #3751 - Background actions – PHP Errors will compete the recipe with errors if an error occurs during the execution #3763 - Closure Redirect – Erroneously breaking the “Publish” post feature in a certain situation #3806 - MasterStudy – Mark complete a course dropdown fix #3820 - Trello – Start and due dates tokens are not parsing #3824 - TutorLMS – A user completes a course not running reliably #3741 - WPForms – The value options are not returning the correct information of the form #3766 - Google Calendar – Auto format the Time field base on WordPress settings and update error message #3781 **Under the hood:** - Loops UI for Automator Pro #3811 - ARMember – Logo updated #3822 - Automator – An Automator recipe completes with errors – Deprecated #3830 - Banner – Text changes #3729 - Core – Additional sanitization filters #3828 - Core – Catch action errors and complete recipes if an action throws a fatal error #3803 - Core – Reduced redundant calls to `automator_pro_actions_conditions_list` filter #3819 - Core – Improved PHP 8.2 compatibility #3833 - Core – UI framework updated #3811 - Recipe logs – Improved logging of triggers and actions when sentences are changed, updated or removed from the recipe #3529 - Recipe logs – Ability to show custom properties in logs #3750 - Recipe logs – `add_log_error` not clearing previous action errors #3837 **Plugins:** Lite --- ### [v4.16.0.2](https://automatorplugin.com/changelog/uncanny-automator-4-16-0-2/) **Published:** July 18, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.16.0.2, released July 18, 2023. Includes: Fixed. **Content:** **Fixed:** - Facebook Pages – App is not connecting in a certain situation #3742 - Text changes – “third-party integrations” renamed to “app integrations” #3738 **Plugins:** Lite --- ### [v4.14.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-4-14-0-1/) **Published:** July 17, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.14.0.1, released July 17, 2023. Includes: Fixed. **Content:** **Fixed:** - RafflePress – RafflePress Pro support added #2211 - BuddyPress – A user requests access to a private group – Call to undefined function bbp\_get\_user\_profile\_url \#2220 - Automator license – License activation not working reliably in a certain situation #2214 **Plugins:** Pro --- ### [v4.16.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-16-0-1/) **Published:** July 14, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.16.0.1, released July 14, 2023. Includes: Fixed. **Content:** **Fixed:** - RafflePress – RafflePress Pro support added #3730 - Telegram – Knowledge base link added on the settings page #3728 **Plugins:** Lite --- ### [v4.14](https://automatorplugin.com/changelog/uncanny-automator-pro-4-14/) **Published:** July 13, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.14, released July 13, 2023. Includes: New Integrations, New Triggers, New Actions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [ARMember](https://automatorplugin.com/integration/armember/) #2200 - [RafflePress](https://automatorplugin.com/integration/rafflepress/) #2203 - [WP Download Manager](https://automatorplugin.com/integration/wp-download-manager/) #2209 **New Triggers:** - Groundhogg – A note is added to a contact #1817 - RafflePress – Someone enters a giveaway with a specific action #1986 - WP Download Manager – A user downloads a file #2061 - WooCommerce Subscriptions – A user renews a subscription to a product for the nth time #2109 **New Actions:** - ARMember – Add the user to a membership plan #1988 - ARMember – Remove the user from a membership plan #1989 - Formatter – Replace values in a string #2171 **New Tokens:** - WooCommerce – Create orders – Payment URL & Direct checkout URL #2139 - WooCommerce Subscriptions – Payment URL & Direct checkout URL #2140 - WordPress – Add a comment to a post – Comment ID #2053 **Added:** - Automator license – Allow plugin to be pre-activated by defining `AUTOMATOR_PRO_LICENSE_KEY` in `wp-config.php` #2207 **Updated:** - Incoming Webhook – Added WordPress filter to modify the header return response #2130 - Scheduled Actions – Handle Action Scheduler failure with complete-with-error status #2173 - WooCommerce Subscriptions – Return variation information for variable triggers #2110 - WordPress – Set user meta – WP Filter to optionally disable field sanitization #2183 - WordPress – Set post meta – WP Filter to optionally disable field sanitization #2183 **Fixed:** - AffiliateWP – “Create a referral for a specific affiliate ID” and “Create a referral for the user” are missing blue pills for fields #2150 - BuddyBoss – A user updates their profile with a specific value in a specific field – Tokens returning wrong information #2163 - BuddyBoss – Send a message to the user – Tightened security setting when setting Sender’s User ID #2159 - Gravity Forms – A user submits a form with a specific value in a specific field – Strict comparison of User ID without casting it as an int #2176 - LearnDash – Repair the progress of a completed course for the user – Erroneously adding quiz completions to courses without quizzes #2144 - LearnDash – Repair the progress of a completed course for the user – Erroneously completing Not started courses \#2144 - MemberPress Courses – Reset progress action does not reset quiz data #2138 - The Events Calendar – A user attends an event – Trigger runs for the ticket purchaser and not for the attendee \#2167 - WS Form – triggers are not returning all the available tokens of the form #2174 - Wishlist member – Replaced deprecated functions #2162 **Under the hood:** - Automator Pro license – Improved license validation #2208 - Incoming Webhooks – Filter to allow REST route to be renamed #2136 - Automator – “third-party integrations” text changed to “app integrations” #2184 - Automator menu – Automator Pro license menu entry removed #1993 - Renamed Autoloader param to avoid conflict with Uncanny Automator #2206 - Recipe Logs – Action tokens are not working when the source action has delay or schedule #2147 - Recipe Logs – Status dropdown – Empty rows now shows correct status text #2192 - Recipe Logs – Filters dropdown – Do not automatically select “Anonymous” as a default option in user selector \#2128 **Plugins:** Pro --- ### [v4.16](https://automatorplugin.com/changelog/uncanny-automator-4-16/) **Published:** July 13, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.16, released July 13, 2023. Includes: New Integrations, New Triggers, New Actions, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [ARMember](https://automatorplugin.com/integration/armember/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3024 - [RafflePress](https://automatorplugin.com/integration/rafflepress/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3331 - [Telegram](https://automatorplugin.com/integration/telegram/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3139 - [UserFeedback](https://automatorplugin.com/integration/userfeedback/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3701 **New Triggers:** - ARMember – A user cancels a membership plan #3026 - RafflePress – Someone registers for a giveaway #3332 - Telegram – A text message is received #3146 - UserFeedback – A user submits a survey #3703 - UserFeedback – A visitor submits a survey #3702 **New Actions:** - ARMember – Cancel the user’s membership plan #3344 - Telegram – Send a text message #3147 **Updated:** - Facebook Pages – Increase timeout to 30 from 10 seconds #3684 - LinkedIn – Remove temporary transients when disconnected #3690 **Fixed:** - Emails – Send an email – Erroneously showing errors from the previous action #3722 - MailPoet – Add a subscriber to a list not completing the action resulting in logs not showing the fields #3698 - MemberPress – A user purchases a recurring subscription product – Not running if the recipe contains a MemberPress condition #3689 - WS Form – Triggers are not returning all the available tokens of the form #3657 **Under the hood:** - App integrations – Timeouts increased to 30 seconds #3515 - Automator license – Improved license validation #2781 - Add `add_option` with default value to avoid unnecessary App integration calls on the frontend #3497 - Automator DB – Changed datetime to timestamp for MYSQL backwards compatibility #3717 - Automator Core – New framework erroneously loading triggers and actions of an integration that is not active #3696 - Recipe UI – Stop Gravity Forms integration from showing up when the plugin is not active #3621 - Improved integrations loading process #3724 - Internal function – action\_is\_finished #3708 - Rename “Integrations” to “All integrations” #3355 - Added “App integrations” menu #3355 - All integrations – Search threshold updated #3234 **Plugins:** Lite --- ### [v4.15.1.1](https://automatorplugin.com/changelog/uncanny-automator-4-15-1-1/) **Published:** June 28, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.15.1.1, released June 28, 2023. Includes: Updated, Fixed, Under the hood. **Content:** **Updated:** - Uncanny Groups – A group is created – Support purchased group licenses #3654 - WordPress – Create a post – Optionally allow HTML in fields by using a WordPress filter #3664 **Fixed:** - OpenAI – Use a prompt to generate an image – No longer requires GPT-4 access #3607 - Outgoing Webhook – A warning is thrown when get\_post\_meta is invalid #3616 - Outgoing Webhook – URLs are incorrectly escaped causing ampersand to be encoded incorrectly. #3596 - WPForms – Dynamic field values not accessible via tokens #3121 - WPForms – File Upload Tokens now return correct values #3634 - Wishlist Member – Add the user to a membership level – Replaced deprecated functions #3630 - WordPress – A user publishes a type of post – Scheduled posts are not triggering for logged in user #3617 **Under the hood:** - Recipe Logs – Prevent conditions that have a status of ‘succeeded’ from outputting the previous error message when the same conditions are used (For Automator Pro) #3593 - Recipe Logs – Send an email – Missing parser arguments for the default values #3663 - Recipe Logs – Some token values causing invalid JSON format #3633 - Recipe Logs – Missing fallback query when the recipe log view is missing #3602 - Recipe Logs – Delayed/scheduled actions don’t show the status “Delayed”/”Scheduled”, and show incorrect date #3580 - Scheduled actions – Action Scheduler – `json_decode` error in a specific situation #3666 - Zoho Campaigns – Typo on settings page #3540 **Plugins:** Lite --- ### [v4.15.1](https://automatorplugin.com/changelog/uncanny-automator-4-15-1/) **Published:** May 29, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.15.1, released May 29, 2023. Includes: New Token, Fixed, Internal. **Content:** **New Token:** - WordPress – Add a reply to a comment – Comment ID #3524 **Fixed:** - WordPress – Create a post – Post parent is no longer a required field #3575 - Recipe UI & Setup Wizard – Fix missing parameter #3582 **Internal:** - Core – Performance updates to reduce the number of queries per page load #3583 - Core – Added missing legacy param to support user selector in Pro for newer recipes #3586 - Recipe logs – Delayed/scheduled actions – Incorrect status & date #3580 **Plugins:** Lite --- ### [v4.13](https://automatorplugin.com/changelog/uncanny-automator-pro-4-13/) **Published:** May 25, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.13, released May 25, 2023. Includes: New Integrations, New Triggers, New Actions, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - Charitable #2072 *(Requires Automator v4.15+)* - Formatter #2054 *(Requires Automator v4.14+)* - ThriveCart #2074 - Typeform #2075 **New Triggers:** - BuddyBoss – A guest replies to a topic #2091 - BuddyBoss – A user is removed from a group #1932 - BuddyBoss – A user joins a specific type of group – 50744 #2063 - BuddyPress – A user is removed from a group #1592 - Charitable – A donation to a campaign is made for an amount greater than, less than, or equal to an amount \#2107 - ThriveCart – Receive data from ThriveCart webhook #2115 - Typeform – Receive data from Typerform webhook #2089 **New Actions:** - Formatter – Convert date into format #2097 - Formatter – Convert number into format #2098 - Formatter – Convert text into format #2099 - LearnDash – Repair the progress of a completed course for the user #2086 **Updated:** - Gravity Forms – A form is submitted with a specific value in a specific field – Code quality updated #2113 - WS Form LITE – Renamed to WS Form #2082 - WordPress – Set post meta – Support serialized input #2102 - bbPress – A user replies to a topic – Does not select the correct user when Automator makes the reply on behalf of a user #1960 **Fixed:** - BuddyBoss – Send a notification to all members of a group – The “Notification link” is not redirecting the users \#2084 - Fluent Support – Tickets created by Automator does not display title on Ticket Management page #2104 - WP Mail SMTP – Pro triggers not appearing #2077 - WordPress – A user updates a post in a specific taxonomy is triggering twice #2092 - WordPress – A user’s comment on a specific type of post receives a reply not running reliably #2078 **Under the hood:** - Incoming Webhooks – WP filter `automator_pro_webhook_response_$recipe_id` to modify Webhook success response #2111 **Plugins:** Pro --- ### [v4.15.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-15-0-1/) **Published:** May 25, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.15.0.1, released May 25, 2023. Includes: Fixed. **Content:** **Fixed:** - WordPress – A user publishes a type of post – Not firing in some situations #3568 - Recipe logs – Icon missing due to cached asset #3571 **Plugins:** Lite --- ### [v4.15](https://automatorplugin.com/changelog/uncanny-automator-4-15/) **Published:** May 24, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.15, released May 24, 2023. Includes: New Integrations, New Triggers, New Actions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Charitable](https://automatorplugin.com/integration/charitable/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3371 - [Microsoft Teams](https://automatorplugin.com/integration/microsoft-teams/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2757 **New Triggers:** - Charitable – A donation is made #3372 - Charitable – A user makes a donation #3373 - MemberPress – A user renews a recurring subscription product #3249 **New Actions:** - Groundhogg – Create or update a contact #3149 - OpenAI – Analyze sentiment with GPT-4 #3547 - OpenAI – Correct spelling and grammar with GPT-4 #3542 - OpenAI – Create a list of links that might help resolve a customer request with GPT-4 #3545 - OpenAI – Generate a meta description with GPT-4 #3546 - OpenAI – Generate an SEO title with GPT-4 #3541 - OpenAI – Generate an excerpt suitable for Instagram with GPT-4 #3543 - OpenAI – Generate an excerpt suitable for Twitter with GPT-4 #3550 - OpenAI – Generate an excerpt with GPT-4 #3544 - OpenAI – Translate text with GPT-4 #3549 - Microsoft Teams – Create a channel in a team #2814 - Microsoft Teams – Create a team #2887 - Microsoft Teams – Send a direct message to a team member #2815 - Microsoft Teams – Send a message to a channel #2886 **New Tokens:** - LearnDash quiz triggers #3101 - Quiz time spent - Quiz score - Quiz points scored - Quiz number of correct answers - Quiz category scores - Quiz questions and answers - Quiz question & answers (unformatted) - Quiz question & answers (individual question & answer tokens when a specific quiz is selected) - Uncanny Toolkit & LearnDash – Simple Course Timer #3519 - Course Cumulative Time - Course Time at Completion - WooCommerce #3483 - Payment URL - Direct checkout URL **Added:** - All-new recipe logs #3254 - Improved UI/UX - Ability to view incomplete triggers and actions for in-progress recipe runs - Ability to view token values in actions - Ability to view filters / conditions and schedules - Ability to view incoming and outgoing data - WhatsApp – Added internal logs and new filters to extend valid intervals and to disable timestamp validation #3521 - WordPress – Create a post – “Post parent” field added #3480 **Updated:** - MemberPress – A user purchases a recurring subscription product now fires on initial purchase only #47849 #3248 - OpenAI – Allow HTML in “Prompt” field #3530 - OpenAI – GPT actions updated #3504 - Twitter – Improved error messaging in Logs #3563 - WS Form LITE – Renamed to WS Form #3502 - Zoom Webinar – Webinar field – Token selector added #3562 **Fixed:** - ActiveCampaign – PHP Error when adding a contact in a certain situation #3526 - BuddyBoss – Social media fields tokens now parse reliably #3477 - Emails – Subject – Not decoding HTML entities #3536 - LearnPress – A user completes a lesson now triggers reliably #3474 - MemberPress – A user purchases a recurring subscription product doesn’t run when the user purchases the product with a coupon #3401 - OpenAI – Prompt incorrectly stripping line-breaks #3527 - Outgoing Webhook – PHP error with an invalid header #3552 - Slack – Markdown anchor links not working #3517 - Slack – Slack actions do not pass any errors to the logs #3388 - WooCommerce – “Product categories” tokens not parsing in filter fields #3496 - WordPress – Post published triggers – Erroneously firing when post updates are made to a published post #3485 - WordPress – A user publishes a post is triggering two times #3532 - Zoho Campaign – Support link returns 404 #3494 **Under the hood:** - Automator Core – Additional actions and filters #3490 - Recipe UI – Fix integration order inside a recipe #3256 - Gravity Forms – Framework updated #3364 - Microsoft Teams – Settings page #2843 - Framework fixes #3493 - Recipe UI – Show “View logs” link regardless of the completed runs in publish box #3481 - Review banner – Text updates #3391 - Setup Wizard – Remove pop-up and redirect the user instead #2859 - Setup Wizard – Tightened security #2855 - Recipe UI – Save `title_html` of conditions #3440 **Plugins:** Lite --- ### [v4.12](https://automatorplugin.com/changelog/uncanny-automator-pro-4-12/) **Published:** May 2, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.12, released May 2, 2023. Includes: New Triggers, New Actions, New Conditions, Added, Updated, Fixed, Under the hood. **Content:** **New Triggers:** - MemberPress – A coupon code is redeemed #1941 - MemberPress – A user’s payment for a product fails #1950 - WordPress – A term archive is viewed #1849 - WordPress – A user views a term archive #1848 **New Actions:** - Automator Core – Generate a random string – 50016 #2031 - WooCommerce Subscriptions – Extend a user’s subscription to a specific product variation of a specific product by a number of days #1847 - WooCommerce Subscriptions – Shorten a user’s subscription to a specific product by a number of days #1659 **New Conditions:** - Paid Memberships Pro – The user does not have an active membership of a specific level #2058 - Paid Memberships Pro – The user has an active membership of a specific level #2028 - WishList Member – The user is not an active member of a membership #2057 - WishList Member – The user is an active member of a membership #2045 - Woo Memberships – The user does not have an active membership of a specific plan #2059 - Woo Memberships – The user has an active membership of a specific plan #2027 **Added:** - MemberPress – “Any membership” option added to filters #2043 - WooCommerce – “A user completes, pays for, or lands on a thank you page for a variable product with a variation selected” – Added Product tokens #2026 - WooCommerce Subscriptions – “Any subscription” option added to filters #2044 **Updated:** - BuddyBoss – A user updates their profile with a specific value in a specific field – Use `*` to target “any” value #2037 - BuddyPress – A user updates their profile with a specific value in a specific field – Use `*` to target “any” value #2039 **Fixed:** - Advanced Custom Fields – “A user updates a field on a post” – Trigger is firing for the incorrect post type \#2036 - LearnDash – “A user answers a quiz question correctly” and “A user answers a quiz question incorrectly” – Now fires for all question types #2013 - WooCommerce Subscriptions – Extend a user’s subscription to a specific product by a number of days – Logic to increase the days fixed #2068 - WordPress – “A user’s post is set to a specific status” – Firing for a different post type #2056 - WordPress – Create a User – Missing check for new user notifications #2030 - WordPress – “A specific type of post is set to a status” – Runs twice in certain situation #2062 **Under the hood:** - Recipe action filters – Additional WordPress `do_action` hooks #2025 #2066 **Plugins:** Pro --- ### [v4.14.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-14-0-1/) **Published:** April 24, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.14.0.1, released April 24, 2023. Includes: Fixed. **Content:** **Fixed:** - OpenAI – Handled empty `temperature` and `max_tokens` params #3447 - Paid Memberships Pro – “A user cancels a membership” – Tokens not returning membership details #3450 **Plugins:** Lite --- ### [v4.14](https://automatorplugin.com/changelog/uncanny-automator-4-14/) **Published:** April 20, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.14, released April 20, 2023. Includes: New Feature, New Integrations, New Triggers, New Actions, New Tokens, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Outgoing Webhooks – Response Tokens #3438 **New Integrations:** - [Thrive Quiz Builder](https://automatorplugin.com/integration/thrive-quiz-builder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3112 - [Zoho Campaigns](https://automatorplugin.com/integration/zoho-campaigns/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3045 **New Triggers:** - Thrive Quiz Builder – A quiz is completed #3116 - WordPress – A post is updated #3409 - WordPress – A post in a taxonomy is updated #3411 - WordPress – A post in a taxonomy is published #3407 - WordPress – A user publishes a post #3412 - WordPress – A user updates a post type #3406 **New Actions:** - Zoho Campaigns – Create a list #3080 - Zoho Campaigns – Move a contact to Do-Not-Mail #3079 - Zoho Campaigns – Subscribe a contact to a list #3077 - Zoho Campaigns – Unsubscribe a contact from a list #3078 **New Tokens:** - WhatsApp – Sender’s profile name #3428 - WordPress Download Manager – “A specific file is downloaded” #3395 - User ID - Username - First name - Last name - Email **Updated:** - OpenAI – Now directly communicates with OpenAI to reduce requests timing out #3424 - Outgoing Webhooks – Data formats are now reliably parsed for payload #3437 - WordPress – A type of post is published – Update sentence – A post is published #3408 - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy – Sentence changed to “A user publishes a post in a taxonomy” #3405 - WordPress – Create a post – “Allow comments” toggle added #3400 **Fixed:** - Emails – Send an email – Token adds p tag before and after token value when an action token is used in the To field #3393 - Facebook Groups – “Verify app installation” button bypasses internal check #3416 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product – the Product title now returns all the product titles #3396 - WordPress – Create a post – Action now reliably completes if used with in wp-admin #3444 - Twitter – Reroute user app tweets to use the new endpoint #3430 **Under the hood:** - Add survey on plugin deactivation #3390 - Automator dashboard – Functional guest icon. #3013 - Duplicate “Create a user” action found in both free and pro #3403 - Framework updates #3212 #3213 #3166 - Token parser – The passed variable always wraps the values in `` tags #3394 - Recipe UI – Save `title_html` of conditions #3440 **Plugins:** Lite --- ### [v4.11.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-4-11-0-1/) **Published:** March 30, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.11.0.1, released March 30, 2023. Includes: Fixed. **Content:** **Fixed:** - BuddyBoss/BuddyPress – Xprofile – Database prefix issue on multisites #2011 - Automator – Call a custom function/method – Argument passes empty value if the argument contains special characters #2001 - WordPress – A user’s specific meta key is updated to a specific value – PHP 8 Error when the meta\_value is not a string #2017 **Plugins:** Pro --- ### [v4.13](https://automatorplugin.com/changelog/uncanny-automator-4-13/) **Published:** March 29, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.13, released March 29, 2023. Includes: New Integrations, New Trigger, New Actions, Added, Updated, Fixed, Internal. **Content:** **New Integrations:** - [Thrive Ovation](https://automatorplugin.com/integration/thrive-ovation/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3114 - [WPCode](https://automatorplugin.com/integration/wpcode/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3324 **New Trigger:** - Thrive Ovation – A testimonial is submitted #3113 **New Actions:** - WPCode – Activate a snippet #3325 - WPCode – Deactivate a snippet #3329 **Added:** - FluentCRM – A contact is added to a list – Contact ID token #3358 - FluentCRM – A contact is set to a specific status – Contact ID token #3358 - FluentCRM – A tag is added to a contact – Contact ID token #3358 **Updated:** - Elementor – WP filter automator\_elementor\_add\_page\_id\_before\_form\_id added to append Page IDs to show duplicate forms #3346 - Emails – Send an email – Now maintains the original formatting of action token content #3369 **Fixed:** - Automator core – PHP Error when the plugin path contains parentheses #3363 - BuddyBoss/BuddyPress – Xprofile – Prefix issue on multisites #3377 - Usermeta token – Not replacing the leading and trailing token brackets when meta is empty #3360 **Internal:** - ActiveCampaign – Move options to options\_callback #3092 - Several text updates #3269 #3267 - Recipe UI – Prevent infinite loop when a token is added in the sentence in a filter #3292 **Plugins:** Lite --- ### [v4.13.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-13-0-1/) **Published:** March 29, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.13.0.1, released March 29, 2023. **Content:** - Recipe UI – Triggers containing a number field break fields that support tokens #3385 **Plugins:** Lite --- ### [v4.11](https://automatorplugin.com/changelog/uncanny-automator-pro-4-11/) **Published:** March 28, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.11, released March 28, 2023. Includes: New Triggers, New Action, Added, Updated, Fixed, Internal. **Content:** **New Triggers:** - WooCommerce Subscriptions – A user’s renewal payment for a subscription product fails #1488 - BuddyBoss – A user’s friendship request is accepted #1546 **New Action:** - Newsletter – Remove the user from a list #1841 **Added:** - BuddyBoss – Send an email to all members of a group – Added “Reply-to” field #2006 - LearnDash – Send a certificate – Added “Reply-to” field #2006 - LearnDash – Send an email to Group Leaders of a group – Added “Reply-to” field #2006 - LearnDash – Send an email to the user’s group leader(s) – Added “Reply-to” field #2006 - WooCommerce – Generate and email a coupon code – Added “Reply-to” field #2006 **Updated:** - BuddyBoss – Add a post to the activity stream of a group – “Activity action” field now lists BuddyBoss’s activity actions and description added for “Activity action link” #1970 - BuddyBoss – Add a post to the sitewide activity stream – “Activity action” field now lists BuddyBoss’s activity actions and description added for “Activity action link” #1970 - BuddyBoss – Add a post to the user’s activity stream – “Activity action” field now lists BuddyBoss’s activity actions and description added for “Activity action link” #1970 - Gravity Forms – Create an entry action now fires Gravity Forms’s “after submission” hooks #1977 - WooCommerce Subscriptions – Order tokens added to all subscription triggers #1987 **Fixed:** - A user’s specific meta key is updated to a specific value firing for fields that do not exist on meta bypassing the conditions set from the trigger #1965 - Uncanny Automator – Call a custom function/method – Argument passes empty value if the argument contains special characters #2001 - BuddyBoss – “A user joins a hidden group” – Does not trigger when the user is added in the backend #1922 - FluentCRM – “Add a contact to a list” – Does not show the blue pill box correctly #1975 - FluentCRM – “Add a contact to a list” – PHP notices after recipe completion #1975 - Gravity Forms – Gravity fields & gAppointments fields conflict #1958 - JetFormBuilder – A user submits a form with a specific value in a specific field trigger tokens are not returning values if the action has a delay #1957 - JetFormBuilder – Only the first recipe runs if multiple recipes contain the same trigger #1973 - MemberPress – A user’s transaction for a membership is set to a status – Not working when user is not logged-in \#1996 - Paid Membership Pro – An admin assigns a membership level to a user – User ID returning null #1967 - User selector – Common tokens not being parsed #1956 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product in a category – Fix PHP notices #1952 - WooCommerce Subscriptions – A user subscribes to a subscription product not returning subscription related dates \#1954 **Internal:** - FluentCRM – WordPress filter to pass trigger IDs #1991 **Plugins:** Pro --- ### [v4.12.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-12-0-1/) **Published:** March 20, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.12.0.1, released March 20, 2023. Includes: Fixed. **Content:** **Fixed:** - Recipe UI – URL field – Text sanitization erroneously removing tokens from the field **Plugins:** Lite --- ### [v4.12](https://automatorplugin.com/changelog/uncanny-automator-4-12/) **Published:** March 16, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.12, released March 16, 2023. Includes: New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New Triggers:** - Easy Digital Downloads – A customer purchases a download #3106 - WordPress – A type of post is published #3301 **New Actions:** - OpenAI – Use a prompt to generate text with the GPT model #3305 - WordPress – Add a reply to a comment #3255 **Added:** - WP Simple Pay – “A payment for a form is completed” – Now supports WP Simple Pay Lite #3314 **Updated:** - ClickUp – Update a task – Now let’s you selectively update fields #3286 - ClickUp – Action sentences simplified #3237 - FluentCRM – Change “Add a contact” to “Add/Update a contact” #3291 - Outgoing Webhooks – Now escapes URL field #3327 - Trello – “Add a label to a card” – Allow tokens in Card field #3318 - Trello – Add token support on Due date field #3321 - WordPress – A user publishes a post – Sentence simplified #3253 **Fixed:** - Trello – Connecting to Trellow not working on the recipe page. #3287 - Email – Body sanitizing causing other HTML tags to be removed #3304 - Google Calendar – Improve date handling #3300 - LearnDash – “Complete any lesson for a course” fires like “Complete any lesson in any course” #3312 - WP Simple Pay – Some forms not appearing in dropdown #3260 **Plugins:** Lite --- ### [v4.11](https://automatorplugin.com/changelog/uncanny-automator-4-11/) **Published:** March 2, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.11, released March 2, 2023. Includes: New Feature, Added, Updated, Fixed, Under the hood. **Content:** **New Feature:** - OpenAI – Use a prompt to generate an image #3259 **Added:** - Emails – Send an email – “Reply to” field added #3258 **Updated:** - ClickUp – Assignee, Add Assignee, Remove Assignee are no longer required fields #3242 **Fixed:** - ActiveCampaign – Sync now works with triggers Tags dropdown field #3137 - Gravity Forms – Gravity fields & gAppointments fields conflict #3244 - OpenAI – Handle empty response #3252 - Token parsing – Some tokens are not returning values if the action has a delay #3247 - Token parsing – Ending curly brackets in a JSON/Serialized string are erroneously removed #3265 **Under the hood:** - Credit usage text updates #2912 #2915 #2920 #3023 - New notifications – 0, 25 and 100 app credits left #3014 #3015 #3016 **Plugins:** Lite --- ### [v4.10.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-10-0-1/) **Published:** February 17, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.10.0.1, released February 17, 2023. Includes: Updated, Fixed. **Content:** **Updated:** - Excerpt token – Allow emoticons and other non-word characters #3235 - Excerpt token – Manually populated excerpts are no longer truncated #3235 - Excerpt token – Word count increased from 15 to 25 when excerpt is generated automatically #3235 - OpenAI – Show API key connected #3229 **Fixed:** - Emails To field – Sanitization dropping comma when comma-separated emails are added #3238 **Plugins:** Lite --- ### [v4.10](https://automatorplugin.com/changelog/uncanny-automator-pro-4-10/) **Published:** February 15, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.10, released February 15, 2023. Includes: New App Integration, New Plugin Integration, New Triggers, New Actions, New Conditions, New Tokens, Added, Updated, Fixed. **Content:** **New App Integration:** - [OpenAI](https://automatorplugin.com/integration/openai/) #1939 **New Plugin Integration:** - [Wholesale Suite](https://automatorplugin.com/integration/wholesale-suite/) #1812 **New Triggers:** - BuddyPress – A user requests to join a specific type of group #1911 - BuddyPress – A user creates a group #1912 - BuddyPress – A user is removed from a specific type of group #1913 - BuddyPress – A user leaves a specific type of group #1914 - BuddyPress – A user rejects a friendship request #1915 - BuddyPress – A user replies to an activity stream message #1916 - BuddyPress – A user’s topic in a forum receives a reply #1917 - LearnDash – A user answers a quiz question correctly #1837 - LearnDash – A user answers a quiz question incorrectly #1838 - Wholesale Suite – A wholesale lead is approved #1807 - Wholesale Suite – A wholesale lead is rejected #1808 - Wholesale Suite – A wholesale order for a specific product is received #1811 **New Actions:** - LearnDash – Unenroll the user from all courses associated with a group #1830 - OpenAI – Use a prompt to generate text with the Davinci model #1940 - Wholesale Suite – Deactivate a wholesale customer #1810 - Wholesale Suite – Reject a wholesale lead #1809 - Wholesale Suite – Set the wholesale price of a product to a specific amount for a role #1819 **New Conditions:** - LearnDash – The user is not enrolled in a course #1855 - Groundhogg – A user does not have a tag #1921 - Groundhogg – A user has a tag #1920 **New Tokens:** - BuddyBoss - A user’s topic in a forum receives a reply #1918 - Topic ID - A user joins a hidden group #1926 - A user joins a private group #1926 - A user joins a public group #1926 - Group ID **Added:** - JetEngine – Now supports custom post type fields #1850 **Updated:** - Elementor – Popup logic revised for anonymous form submissions #1906 - WordPress – Removed “All” option from the “Update the content of a post” action #1909 - WooCommerce – Increased product count to return all products for bigger sites #1902 **Fixed:** - BuddyBoss – “A user joins a hidden group” doesn’t trigger when the user is added in the backend #1922 - BuddyBoss – A user leaves a group trigger – Added the “Group ID” token and the trigger now fires when admin removes the user from the group #1931 - BuddyBoss – Send an email to all members of a group – CC/BCC fields are no longer required fields #1933 - GamiPress – A user earns an achievement – The trigger now fires for “award” of an achievement instead of achievement only #1907 - WooCommerce – Create an order with product actions – Order ID token not showing in some situations #1948 #1949 - WordPress – A user’s specific meta key is updated to a specific value now fires when the meta value is first time added #1942 **Plugins:** Pro --- ### [v4.10](https://automatorplugin.com/changelog/uncanny-automator-4-10/) **Published:** February 14, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.10, released February 14, 2023. Includes: New App Integrations, New Plugin Integration, New Triggers, New Actions, Added, Updated, Fixed, Under the hood. **Content:** **New App Integrations:** - [ClickUp](https://automatorplugin.com/integration/clickup/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2872 - [OpenAI](https://automatorplugin.com/integration/openai/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #3186 - [Trello](https://automatorplugin.com/integration/trello/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2894 **New Plugin Integration:** - [Wholesale Suite](https://automatorplugin.com/integration/wholesale-suite/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2948 **New Triggers:** - Wholesale Suite – A wholesale lead is created #2929 - Wholesale Suite – A wholesale order is received from a user with a specific role #2931 **New Actions:** - ClickUp – Add a comment to a specific task in a specific list in a specific folder in a specific space in a specific team #2967 - ClickUp – Add a specific tag to a specific task in a specific list of a specific space #2998 - ClickUp – Create a list in a specific folder in a specific space in a specific team #2999 - ClickUp – Create a task in a specific list in a specific folder in a specific space in a specific team #2950 - ClickUp – Delete a specific task #2951 - ClickUp – Remove a tag from a specific task in a specific list of a specific space #3000 - ClickUp – Update a task in a specific list of a specific space #2965 - LinkedIn – Publish a post with an image to a LinkedIn page #2960 - OpenAI – Use a prompt to generate text #3187 - Trello – Add a comment to a card #2995 - Trello – Add a label to a card #2991 - Trello – Add a member to a card #2996 - Trello – Create a card #2989 - Trello – Create a checklist item in a card #2990 - Trello – Update a card #2994 - Wholesale Suite – Approve a wholesale lead #2930 **Added:** - Facebook Pages – Support “Image ID” on the “Image URL” field as we are doing with Instagram #3207 - Twitter – For the “Post a tweet to Twitter” action, support “Image ID” on the “Image URL” field as we are doing with Instagram #3204 **Updated:** - WordPress – Excerpt token now returns first 15 words #3205 - Groundhogg – “Add a tag to the user” action – Create the tag if it doesn’t exist #3161 **Fixed:** - Facebook Pages – Change the resend button to use the latest credentials from the DB #3225 - Formidable Forms – Entry tokens now work reliably #3222 - GamiPress – “A user earns an achievement”: change the second field “Any” option to “Any award” #3144 - LearnDash – A user completes a topic now fires reliably #3173 - LearnDash – A user completes a lesson was executing multiple times in a certain situation #3135 - Premium integrations no longer check for a connection on extra pages when disconnected #3203 - WooCommerce – A user views a product – Product title token now parses the title #3141 **Under the hood:** - Instagram – Fixed some PHP Notices #3152 - Add an icon next to the “Requires Uncanny Automator Pro” text on Integrations page #3177 - Premium integrations – Settings page code refactor #3138 - Recipe UI – Populate repeater when parent field changes #3201 **Plugins:** Lite --- ### [v4.9.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-9-0-1/) **Published:** February 2, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.9.0.1, released February 2, 2023. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Google Sheets – Settings page now uses same connection status function as Recipe UI #3162 - Google Sheets – Resend data button now uses updated access token with each request #3189 - Twitter – Re-added deprecated action removed in v4.9 #3165 - Set-up Wizard – No longer shows site as connected when not connected in some situations #3019 - Recipe Logs – Shows trigger completion time instead of recipe completion time when the trigger is run multiple times #3182 - Recipe UI – Unable to remove missing conditions (Automator Pro) #3102 **Under the hood:** - Instagram – Now loads Instagram accounts in order; added “refresh” button #3099 - Tokens – Postmeta – Fixes parsing of tokens without Trigger ID #3170 - Recipe UI – Can’t select “any” option, stuck on default “all” in Safari #3156 - Recipe UI – Field: `is_hidden` doesn’t hide column in repeater field #3002 - Recipe UI – Several enhancements to AJAX fields for future releases #3082 - Recipe UI – Show field labels in conditions (Automator Pro) #2821 - Field sanitization is now based on the field type #3150 **Plugins:** Lite --- ### [v4.9](https://automatorplugin.com/changelog/uncanny-automator-pro-4-9/) **Published:** January 18, 2023 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.9, released January 18, 2023. Includes: New Plugin Integration, New Triggers, New Actions, New Action Tokens, Updated, Fixed, Under the hood. **Content:** **New Plugin Integration:** - Thrive Apprentice #1882 **New Triggers:** - BuddyBoss – A user requests to join a specific type of private group #1589 - BuddyBoss – A user creates a group #1588 - BuddyBoss – A user is removed from a specific type of group #1598 - BuddyBoss – A user leaves a specific type of group #1591 - BuddyBoss – A user rejects a friendship request #1547 - BuddyBoss – A user replies to an activity stream message #1587 - BuddyBoss – A user’s topic in a forum receives a reply #1601 - Thrive Apprentice – A user makes a purchase #1859 - Thrive Apprentice – A user starts a module in a course #1862 - Thrive Apprentice – A user attempts to access a restricted course #1865 - Thrive Apprentice – A user progresses in a course #1863 - Thrive Apprentice – A user starts a course #1860 - Thrive Apprentice – A user starts a lesson in a course #1861 **New Actions:** - Thrive Apprentice – Grant the user access to a product #1867 - Thrive Apprentice – Remove the user’s access to a product #1868 - WooCommerce Subscriptions – Extend a user’s subscription to a specific product by a number of days #1656 - WordPress – Update the author of a post #1784 - WordPress Multisite – Add a specific user to a specific subsite #1791 **New Action Tokens:** - Fluent Support #1671 - Ticket ID - Ticket URL - GamiPress #1676 - The user’s previous points total - The user’s new points total **Updated:** - Elementor – Show a popup – Now works reliably in certain situations #1895 - Gravity Forms – A specific field in an entry for a form is updated to a specific value – Field and Value tokens now parse reliably #1896 - LearnDash – “Send a certificate” does not support vertical layout #1730 - PeepSo – Add a post to the site wide activity stream – Shows empty instead of the content #1875 - Recipe Logs – Show User ID in the filter dropdown #1826 - Recipe UI – Field labels in conditions standardized #1892 - WP Mail SMTP Pro – Integration active updated to only show when Pro version is active #1893 - WooCommerce – Create order actions – Show all shipping zones and methods #1831 **Fixed:** - Add a taxonomy term to a post in a post type not working for tags #1854 - Automator – “A recipe completes with a specific status” is completing with incorrect status #1463 - BuddyBoss – Send a private message to all members of a group action is returning “Message could not be sent. Please enter a recipient.” error #1885 - GamiPress – A user attains a rank – Passing wrong user id to the action of the recipe if marked complete by the admin #1876 - H5P – Triggers can’t be edited when you add them unless you refresh the page first #1824 - PeepSo – Add a post to the site wide activity stream – PeepSo Permission issue #1874 - WoCommerce – Create an order – Not storing Country or State properly #1835 - WooCommerce – A guest order’s status is changed to a specific status – Enforcing user ID wrongly #1878 - WooCommerce – A user purchases a variable product with a variation selected – Add a condition to select “paid for, completed, thank you” #1843 - WordPress – Update the slug of a post – Switch $uncanny\_automator to Automator() #1857 **Under the hood:** - Fixed deprecated notices on PHP 8.1+ #1887 **Plugins:** Pro --- ### [v4.9](https://automatorplugin.com/changelog/uncanny-automator-4-9/) **Published:** January 18, 2023 **Author:** Saad **Excerpt:** Uncanny Automator 4.9, released January 18, 2023. Includes: New App Integrations, New Plugin Integrations, New Triggers, New Actions, New Tokens, Updated, Fixed, Under the hood. **Content:** **New App Integrations:** - ConvertKit #3042 - Drip #3041 **New Plugin Integrations:** - Thrive Apprentice #3044 - Thrive Leads #3043 **New Triggers:** - Thrive Apprentice – A user completes a lesson in a course #3063 - Thrive Apprentice – A user completes a module in a course #3064 - Thrive Leads – A form is submitted #3053 - Thrive Leads – A registration form is submitted #3074 - Thrive Leads – A user submits a form #3076 **New Actions:** - ConvertKit – Add a subscriber to a form #3048 - ConvertKit – Add a subscriber to a sequence #3062 - ConvertKit – Add a tag to a subscriber #3051 - ConvertKit – Remove a tag from a subscriber #3052 - Drip – Add a subscriber to a campaign #3124 - Drip – Add a tag to a subscriber #3056 - Drip – Create or update a subscriber #3055 - Drip – Delete a subscriber #3059 - Drip – Remove a subscriber from a campaign #3060 - Drip – Remove a tag from a subscriber #3057 - Drip – Unsubscribe a subscriber from all the mailings #3058 **New Tokens:** - Paid Membership Pro – Additional Membership tokens added #3029 - Membership title - Membership ID - User ID - Discount code - Discount code ID - Subscription ID - Subscription amount - Subscription period - Subscription cycle number - Subscription start date - Subscription end date - Uncanny Codes #3005 - Code **Updated:** - WP Mail SMTP Pro – Integration now only shows if WP Mail SMTP Pro is active #3119 - Facebook, Instagram and LinkedIn – Now supports multiple line breaks #3035 - Help Scout – A conversation receives a reply from a customer – Add “Any conversation” option #2982 - Help Scout – A conversation receives a reply from a customer – Update sentence to “A conversation in a specific mailbox receives a reply from a customer” #2983 - Help Scout – A satisfaction rating is received – Add option to select the rating AND update sentence #2984 - Popup Maker – Convert action to require user data #3007 - Twitter – Optionally use your own app instead of Automator for a higher rate limit #2992 - WordPress – A user publishes a post in a taxonomy – Change default post type to post #2976 - Zoom – Support for recurring Meetings and Webinars #3131 **Fixed:** - WooCommerce triggers – The Product price token is empty in “A user views a product” and it is returning a string in “A user completes, pays for, lands on a thank you page for an order with a product” #2975 - ActiveCampaign – PHP 8 Error when tags are empty #3090 - Google Calendar – Date is no longer ‘Y-m-d’ format but uses WP settings #3050 - HubSpot – Refresh token no longer generate multiple requests on page load when not connected #3071 - Mailchimp – Add a contact to an audience – Group field not working when user exists #3047 - WPForms – Several PHP notices #2987 **Under the hood:** - Closure – Added filter `automator_run_closure_uoa_redirect` to optionally not load redirect script #3094 - Facebook Groups – User info endpoint route updated #3125 - Facebook Pages – User info endpoint route updated #3129 - Recipe Builder – Close button on Select a recipe type modal #2922 - Recipe Builder – Fix inconsistent behaviour with RTL languages in trigger, action and condition sentences #2971 - Settings UI – Added an option to copy values to the clipboard on some Settings pages #2947 **Plugins:** Lite --- ### [v4.8](https://automatorplugin.com/changelog/uncanny-automator-pro-4-8/) **Published:** December 8, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.8, released December 8, 2022. Includes: New App Integration, New Plugin Integration, New Triggers, New Trigger Token, New Action Tokens. **Content:** **New App Integration:** - MailerLite #1705 **New Plugin Integration:** - WS Form LITE #1803 **New Triggers:** - Jetpack CRM – A tag is added to a company #1737 - Jetpack CRM – A tag is added to a contact #1738 - LearnDash – A course is added to a group #1780 - WP All Import – An import fails #1690 - WPForms – A user submits a form with a specific value in a specific field with PayPal payment #1793 - WS Form LITE – A form is submitted with a specific value in a specific field #1756 - WS Form LITE – A user submits a form with a specific value in a specific field #1755 **New Actions**: - LearnDash – Add a course to a group #1781 - LearnDash – Remove a course from a group #1782 - MailerLite – Add a subscriber to a group #1706 - MailerLite – Create a group #1582 - MailerLite – Remove a specific group #1583 - MailerLite – Remove a subscriber from a group #1584 - WordPress Multisite – Add the user to a subsite #1790 **New Trigger Token:** - WooCommerce – Shipping method #1765 **New Action Tokens:** - BadgeOS #1674 - Revoke a number of a certain type of points from the user - The user’s previous points total - The user’s new points total **Updated**: - BuddyBoss – Notification actions – Filter to optionally strip HTML #1761 - `apply_filters( 'automator_action_send_notification_to_members', $notification_content, $this);` - BuddyBoss – Send a private message to a specific user – Now shows if action is completed with errors #1768 - BuddyBoss – Send an email to all members of a group – Show relevant tokens #1805 - LearnDash – Send a Certificate – “From name” field added #1778 **Fixed**: - Affiliate WP – A referral is rejected no longer throws a PHP Error #1773 - A delayed action is no longer stuck in progress when there is a user selector and the condition doesn’t run the action #1795 - GamiPress – A user attains a rank – Fix Any rank option #1785 - User Data not parsing JetFormBuilder dynamic token fields #1757 - WooCommerce Memberships – A user’s access to a membership plan cancelled – Tokens not parsing #1792 - Recipe Logs – Some Pro icons not appearing #1769 **Plugins:** Pro --- ### [v4.8](https://automatorplugin.com/changelog/uncanny-automator-4-8/) **Published:** December 8, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.8, released December 8, 2022. Includes: New App Integration, New Plugin Integration, New Feature, New Triggers, New Actions, New Tokens, Updated, Fixed, Under the hood. **Content:** **New App Integration:** - [Help Scout](https://automatorplugin.com/integration/help-scout/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2759 **New Plugin Integration:** - [WS Form LITE](https://automatorplugin.com/integration/ws-form-lite/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2864 **New Feature:** - Recipe UI – Added support for choosing whether to run recipes when ALL triggers are completed or ANY trigger is completed (when recipes include at least 2 triggers; previously all triggers in a recipe had to be completed) #2515 **New Triggers:** - Help Scout – A conversation receives a reply from a customer #2848 - Help Scout – A conversation’s tags are updated #2832 - Help Scout – A note is added to a conversation #2888 - Help Scout – A satisfaction rating is received #2849 - WP All Import – An import is completed #2841 - WS Form LITE – A form is submitted #2862 - WS Form LITE – A user submits a form #2863 **New Actions:** - Help Scout – Add a tag to a conversation #2833 - Help Scout – Create a conversation in a mailbox #2850 **New Tokens:** - Amelia – Coupon data #2891 - Coupon code - Coupon service name - Coupon time used - Coupon usage limit - Coupon expiration date - Coupon event name - Coupon deduction - Coupon discount - GiveWP – A donation is made via a form – Donation & Payment ID #2826 - WooCommerce – Shipping method #2869 **Updated:** - Emails – Added description for “To” field #2925 - Easy Affiliate – Record a sale for an affiliate in Pro – Affiliate action token now works #2858 - Formidable – Split tokens for Name field #2945 - GamiPress – A user attains a rank – Add Any rank option #2899 - Mailchimp – Add a contact to an audience returning Completed, do nothing even though options are valid #2873 - Recipe UI – Several ID tokens type switched to `int` instead of `text` for easier selection in Tokens dropdown #2957 **Fixed:** - BuddyPress – Add the user to a group – Not working if the user is from the user selector #2901 - WordPress – A user views a custom post type – Add a condition to check user id #2845 - Zoom Webinar – Action dropdown fix #2953 - Zoom settings pages hows escaped HTML messages #2844 **Under the hood:** - Automator text domain (translation files) now loads reliably if user’s language and site language are different #2892 - PHP error on WordPress 5.2: Added fallback to `wp_timezone_string()` if it doesn’t exist #2882 - Purge – Purging now remove results more reliably #2889 - Outgoing Webhooks – New filter to allow non-stripping of quotes - `automator_send_webhook_get_fields_should_strip_quotes` #2893 - Action Traits – Add $helper method #2860 - Add Upgrade to Pro menu entry #393 - Automator core – Add a filter to override find\_all matching criteria #2932 - Allow external namespace to be used for plugin integrations #2927 - LearnDash – Helpers updated to support new actions in Pro #2952 - Recipe Logs – Now shows ‘In progress’ instead of Not completed #2940 - Recipe Logs – Standardize error messages for Twitter integration #2909 - Recipe UI – Prevent select2 scripts added by WooCommerce from loading #2877 - Recipe UI – Item sentence – Now displays empty if the field has no value #1262 - Recipe UI – Loading animation added when deleting a condition #1901 - Remove automator.css if not used, or dequeue for non-admins #2883 - Action tokens – Parsing as an empty string `''` when the value is `0`, `'0'`, `''`, etc. #2955 - Usage report – Fixed PHP error when running cron #2875 - Add new parameters to Upgrade to pro links #2934 **Plugins:** Lite --- ### [v4.7.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-4-7-0-1/) **Published:** November 11, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.7.0.1, released November 11, 2022. Includes: Fixed. **Content:** **Fixed:** - JetEngine – PHP Error on some PHP 8+ sites #1748 **Plugins:** Pro --- ### [v4.7](https://automatorplugin.com/changelog/uncanny-automator-pro-4-7/) **Published:** November 10, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.7, released November 10, 2022. Includes: New Integrations, New Triggers, New Actions, New Conditions, New Action Tokens, Added, Updated, Fixed. **Content:** **New Integrations:** - Jetpack CRM #1562 **New Triggers:** - BuddyBoss – A user is banned from a specific type of group #1600 - BuddyBoss – A user receives a type of on-screen notification #1710 - Gravity Forms – A specific field in an entry for a form is updated to a specific value #1660 - Jetpack CRM – A company is deleted #1556 - Jetpack CRM – A contact is deleted #1554 - Jetpack CRM – A quote is created #1557 - Jetpack CRM – A quote status is accepted #1558 - Jetpack CRM – A transaction is deleted #1560 - Jetpack CRM – An invoice is created #1559 - Jetpack CRM – An invoice is deleted #1561 - LearnDash – A user submits an essay for a quiz #1677 - WP Simple Pay – A subscription for a form is renewed #20 - WooCommerce Subscriptions – A user’s subscription switches from a specific variation to a specific variation \#1654 **New Actions:** - BuddyBoss – Send an email to all members of a group #1712 Jetpack CRM – Change a contact’s status to a new status #1563 The Events Calendar – RSVP on behalf of an attendee for an event #1695 **New Conditions:** - A post has a taxonomy term #1453 **New Action Tokens:** - Advanced Coupons #1666 - Add a specific amount of store credit to the user’s account - User’s total store credit - Remove a specific amount of store credit from the user’s account - User’s total store credit - AffiliateWP #1667 - Create a referral for a specific affiliate - Referral ID - Referral URL - Create a referral for the user - Referral ID - Referral URL - Create an affiliate - Affiliate ID - Affiliate URL - bbPress #1672 - Post a reply to a topic in a forum - Reply URL - Post a topic in a forum - Topic URL - BuddyBoss #1664 - Create a group - Group ID - Group URL - Post a reply to a topic in a forum - Reply ID - Reply URL - Post a topic in a forum - Topic ID - Topic URL - BuddyPress #1665 - Create a group - Group ID - Group URL - Easy Affiliate #1669 - Add a new affiliate - Affiliate ID - Record a sale for an affiliate - Affiliate sale URL - GiveWP - Create a donor - Donor ID #1675 - PeepSo #1673 - Add a post to the site wide activity stream - Post URL **Added:** - Amelia – Custom fields tokens support #1663 - BuddyBoss – Create a group – Add “Additional users to add to the group” field #1703 - Recipe UI – Support custom values in selections inside conditions #1691 - WooCommerce Subscriptions – New filter automator\_pro\_woocommerce\_subscriptions\_token\_parser to update return value #1701 **Updated:** - Events Calendar – ‘RSVP for an event’ – deprecated #1696 - Events Calendar – ‘RSVP on behalf of the user for an event’ – deprecated #1694 - PeepSo – Add a post to the sitewide activity stream – Action sentence no longer displays complete contents of the field #1708 - WooCommerce – Create an order actions – Allow tokens in “Quantity” field #1724 - WordPress Multisite – A user is added to subsite – Setting user\_id as the currently signed in user for the trigger #1713 **Fixed:** - Delayed actions – Action Scheduler throws fatal error if length is over 8000 characters #1733 - LearnDash – Improved reliability of LearnDash Group ID validation when WPML is enabled #1655 - PHP 8 error in a certain situation for some actions #1727 - PeepSo – Token override is messing up action token label in other integrations #1735 - Recipe logs – Action with multiple filters and “Any” criteria erroneously adding “Skipped” status in logs if a condition is met #1739 - Scheduled actions – Scheduled actions are still running if the recipe is not live or trashed, the action is drafted or deleted #1698 **Plugins:** Pro --- ### [v4.7](https://automatorplugin.com/changelog/uncanny-automator-4-7/) **Published:** November 10, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.7, released November 10, 2022. Includes: New Integrations, New Triggers, New Actions, New Common Token, New Trigger Token, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Jetpack CRM](https://automatorplugin.com/integration/jetpack-crm/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2644 - [WP All Import](https://automatorplugin.com/integration/wp-all-import/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2760 **New Triggers:** - Gravity Forms – An entry for a form is updated #2777 - Jetpack CRM – A company is created #2765 - Jetpack CRM – A contact is created #2682 - MailPoet – A form is submitted #2790 - WP All Import – A type of post is imported #2806 **New Actions:** - Jetpack CRM – Add a tag to a company #2766 - Jetpack CRM – Add a tag to a contact #2764 - Jetpack CRM – Create a contact #2763 **New Common Token:** - Site tagline #2828 **New Trigger Token:** - WordPress – “A user publishes a type of post with a taxonomy term in a taxonomy” – Author ID #2791 **Added:** - Recipe UI – Support for custom values in Conditions (Pro) #2550 **Updated:** - ActiveCampaign – Add a contact to ActiveCampaign & Add the user to ActiveCampaign – First name and Last name fields are no longer required #2817 - Recipe Logs – Added integrations icons #2677 - Zoom – Convert integration to OAuth as JWT is being deprecated #2756 **Fixed:** - FluentCRM – Add the user to a list – Error on PHP 8.x in some situations #2818 - MailPoet – Add a subscriber to a list – Contact is now automatically set to subscribed status when selected, even if email confirmation is disabled #2768 - Outgoing Webhooks – Leading hidden characters or space no longer causes header parameters to be merged #2809 - Uncanny Groups – Improved reliability of LearnDash Group ID validation when WPML is enabled #2774 - Uncanny Toolkit – A user’s time in a course exceeds a specific number of minutes – Added LearnDash dependency check #2799 - WhatsApp – Webhook parameter key not working if permalinks set to plain #2816 - Zoom – PHP Error on some sites if a newer JWT library is available #2797 **Under the hood:** - Redirect to Setup Wizard on activation instead of Dashboard if the site is not connected #2830 - Actionify Triggers – Improved method for hooking into WordPress do\_actions for triggers #2778 - Automator Core – Improved PHP 8.1+ compatibility #2789 - Automator Core – Several under the hood improvements #2805 - Recipe UI Field – `int`/`float` – Support `min_number` and `max_number` attributes #2801 - System status – Additional data added #2811 - Trigger Traits: Added set\_helper() method #2772 **Plugins:** Lite --- ### [v4.6.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-4-6-0-1/) **Published:** October 26, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.6.0.1, released October 26, 2022. Includes: Fixed. **Content:** **Fixed:** - Webhooks – Legacy tokens are shown as invalid in some situations #1661 **Plugins:** Pro --- ### [v4.6.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-6-0-1/) **Published:** October 26, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.6.0.1, released October 26, 2022. Includes: Fixed. **Content:** **Fixed:** - Webhooks – Receive data from a webhook (Automator Pro only) – Legacy tokens are shown as invalid in some situations #2785 **Plugins:** Lite --- ### [v4.6](https://automatorplugin.com/changelog/uncanny-automator-pro-4-6/) **Published:** October 19, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.6, released October 19, 2022. Includes: New Feature, New Integration, New Triggers, New Actions, New Conditions, New Trigger Tokens, New Action Tokens, Updated, Fixed, Under the hood. **Content:** **New Feature:** - Action tokens (Requires Automator v4.6+) – Actions now generate tokens for subsequent actions, enabling powerful automations where actions are linked and build upon each other **New Integration:** - [WordPress Multisite](https://automatorplugin.com/wordpress-multisite/) #1594 **New Triggers:** - BuddyBoss – A user creates a forum #1542 - BuddyBoss – A user is suspended #1543 - BuddyBoss – A user is unsuspended #1544 - BuddyBoss – A user receives a private message from a user #1597 - BuddyBoss – A user sends a private message to a user #1596 - MemberPress Courses – A user achieves a score greater than, less than or equal to a value on a quiz #1374 (Requires Automator v4.6+) - MemberPress Courses – A user achieves points greater than, less than or equal to a value on a quiz #1373 (Requires Automator v4.6+) - The Event Calendar – An attendee is registered for an event with WooCommerce #1083 (Requires Automator v4.6+) - WPForms – A form is submitted with a specific value in a specific field with PayPal payment #1625 - WooCommerce – A product has its associated order refunded #1236 - WooCommerce – A product variation’s inventory status is set to a status #1231 - WooCommerce – An order is partially refunded #1241 - WordPress – A specific type of post is set to a status #1441 - WordPress Multisite – A user is added to a subsite #1581 **New Actions:** - BuddyPress – Send a private message to a specific user #1631 - WooCommerce – Change the price of a specific product to a new price #1534 **New Conditions:** - WooCommerce Subscriptions – The user does not have an active subscription to a specific product #1429 **New Trigger Tokens:** - WooCommerce – Order fees, Order shipping #1590 - WooCommerce – An order is refunded – Order refund amount, Order refund reason #1602 - WooCommerce – A user purchases a variable product with a variation selected – Variation ID #1552 **New Action Tokens:** - Automator core #1626 - Call a custom function/method - Function return value - Gravity Forms #1628 - Create an entry for a form - Entry ID - Entry URL - WooCommerce #1624 - Create an order with a product - Order ID - Order URL (admin) - Order URL (user) - Create an order with a product with a payment gateway - Order ID - Order URL (admin) - Order URL (user) - Generate and email a coupon code - Coupon ID - Generated coupon code - Create a subscription order with a product - Order ID - Order URL (admin) - Order URL (user) - Subscription ID - Subscription URL - Create a subscription order with a product with a payment gateway - Order ID - Order URL (admin) - Order URL (user) - Subscription ID - Subscription URL - WordPress #1627 - Create a user - User ID - Edit user page URL - Update the content of a post - Updated content - Update the title of a post - Updated title **Updated:** - Gravity Forms – Create an entry for a form – No longer “requires user data” when used in Everyone recipes \#1636 - WooCommerce – Generate and email a coupon code to the user renamed to “Generate and email a coupon code” #1646 - WooCommerce – Generate and email a coupon code to the user – action no longer forces user data #1645 - WooCommerce – Generate and email a coupon code action now lists more than 1000 coupons #1620 - WooCommerce – The user has an active subscription to a specific product – Grammar fixes #1567 - WooCommerce – A product’s inventory status is set to a specific status – Field label renamed from “Product stock status” to “Status” #1629 - WooCommerce – Create an order – Actions no longer require user data #1642 - WooCommerce Subscriptions – Create a subscription order actions – Added “Order status” #1647 - WordPress – “Remove a taxonomy term from a post in a post type” – Added custom value option to Post dropdown \#1615 **Fixed:** - Action log – “Cancel” button for scheduled actions now works reliably #1617 - BuddyBoss – Set the user’s profile type to a specific type no longer drops first user role #1572 - JetFormBuilder – Triggers now generate “Field” and “Value” tokens #1540 - Scheduled actions no longer throws PHP Error if the related plugin is no longer available #1610 - WooCommerce – Create an order with a product – “Any status” removed from “Order status” dropdown #1648 - WooCommerce Subscriptions actions no longer appear when the plugin is not active #1605 - WordPress – A user is deleted – Now logs the correct User ID in recipe logs #1548 **Under the hood:** - WordPress – “A user’s role changed from a specific role to a specific role” – Added filter to optionally not run trigger if old roles are empty - Automator UI – Removed duplicate “Upgrade” notice #1608 **Plugins:** Pro --- ### [v4.6](https://automatorplugin.com/changelog/uncanny-automator-4-6/) **Published:** October 19, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.6, released October 19, 2022. Includes: New Feature, New Triggers, New Trigger Tokens, New Action Tokens, Added, Updated, Fixed, Known issues, Under the hood. **Content:** **New Feature:** - Action tokens – Actions now generate tokens for subsequent actions, enabling powerful automations where actions are linked and build upon each other #1312 **New Triggers:** - Uncanny Groups – A number of seats greater than, less than, equal to, not equal to a specific number are added to an Uncanny group #2658 - Uncanny Groups – A number of seats greater than, less than, equal to, not equal to a specific number are removed from an Uncanny group #2659 - WP Simple Pay – A subscription for a form is created #2697 **New Trigger Tokens:** - WooCommerce – Order fees, Order shipping #2670 - WooCommerce – Product price in all Product triggers #2669 **New Action Tokens:** - Facebook Groups #2741 - Publish a post to a Facebook group - Link to Facebook post - Publish a post with an image to a Facebook group - Link to Facebook post - Share a link with a message to a Facebook group - Link to Facebook post - Facebook Pages #2742 - Publish a post to a Facebook page - Link to Facebook post - Publish a post with an image to a Facebook page - Link to Facebook post - Share a link with a message to a Facebook page - Link to Facebook post - LearnDash #2723 - Create a group - Group ID - Group course IDs - Group courses - Group Leader emails - Slack #2720 - Create a channel - Channel ID - Twitter #2744 - Post a tweet to Twitter - Link to Tweet - Uncanny Groups #2721 - Create an Uncanny group - Group ID - Group course IDs - Group courses - Group Leader emails - Uncanny Codes #2722 - Generate a batch of codes for Automator - Generated codes - Batch ID - WordPress #2719 - Create a post - Post ID - Post URL - Post edit URL - Add a new role to the user’s roles - List of user’s roles - Change the user’s role to a new role - List of user’s roles **Added:** - Duplicate recipe – Support for action tokens #2758 - Outgoing Webhooks – “Data type” field added to define the type of the value #2673 - Outgoing Webhooks – Now logs 20x, 30x, 40x and 50x statuses, if returned by the destination server #2672 - Recipe UI – Support adding an empty conditions block before adding an action #2709 **Updated:** - Autonami renamed to FunnelKit Automations #2739 - HubSpot & Recipe logs – More descriptive error messages in logs #2737 - The Event Calendar – Attendee tokens are now parsed reliably #2711 - WordPress – Post excerpt token now auto-generates excerpt when no excerpt exists #2724 **Fixed:** - CEU – Award a number of custom CEUs to the user – Decimal values now supported #2692 - Gravity Forms – Fixed “list” and “multi-select” token parsing #2665 - Elementor – Tokens only appear if the page is published #2718 - MailPoet – Add a subscriber to a list – Do not send confirmation email checkbox now adds subscriber directly to list with “Subscribed” status - MailPoet – Add a subscriber to a list now adds the selected status #2761 - MasterStudy LMS – A user completes a course – Not firing in some situations #2687 - Recipe UI – User selector – “Role” field label missing #974 **Known issues:** - MailPoet – Add a subscriber to a list – Email confirmation when subscribing a user to a list is bypassed even if the user is sent a confirmation email **Under the hood:** - Action logs – Fixed In progress status display in action #2701 - Automator Free – Setup wizard – Updated branding #2674 - Duplicate recipe – No longer breaks if there are no tokens in a recipe #2749 - Duplicate recipe – Now duplicates actions in a recipe with no triggers #2753 - Duplicate recipe – Now properly updates ID of the Magic button and Magic link triggers #2754 - Input parser – Uncaught TypeError: `strpos()``: Argument #1 (``$haystack`) must be of type `string`, `array` given #2745 - PHP Deprecated: Constant `FILTER_SANITIZE_STRING` is deprecated – PHP 8.1 #2751 - Recipe Traits\\Filters: Added PHPDoc Comments, and formatted “$this->explain` to make clearer. Also supports number conditions #2703 - Recipe UI Field – `create_field`‘s `input_type` is hard-coded to `int` even when `float` is used #2733 - Recipe logs – Display “Deleted user” message when a log entry references a user that was subsequently deleted #2685 - Slack – Uncanny Automator App icon updated **Plugins:** Lite --- ### [v4.5.0.2](https://automatorplugin.com/changelog/uncanny-automator-4-5-0-2/) **Published:** September 29, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.5.0.2, released September 29, 2022. Includes: Fixed, Under the hood. **Content:** **Fixed:** - JetFormBuilder – Email fields in forms now appear as email tokens #2662 - JetFormBuilder – Handle `:` in dynamic tokens #2662 - WordPress – Create a post – Shortcodes are no longer parsed before the post content is saved #2667 **Under the hood:** - Notification – Hide notification if Automator Pro is installed #2654 - Google integrations – Added “Sign in with Google” branding **Plugins:** Lite --- ### [v4.5.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-5-0-1/) **Published:** September 23, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.5.0.1, released September 23, 2022. Includes: Fixed. **Content:** **Fixed:** - Automator core – Triggers added before v3.0 (May 2021) in a recipe now trigger reliably #2661 **Plugins:** Lite --- ### [v4.5](https://automatorplugin.com/changelog/uncanny-automator-pro-4-5/) **Published:** September 21, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.5, released September 21, 2022. Includes: New Integrations, New Triggers, New Actions, New Conditions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/) #1536 - [JetEngine](https://automatorplugin.com/integration/jetengine/) #1310 - [JetFormBuilder](https://automatorplugin.com/integration/jetformbuilder/) #1537 - [SureCart](https://automatorplugin.com/integration/surecart/) #1416 **New Triggers:** - Advanced Ads – An ad’s status changes from a specific status to a specific status #1380 - JetEngine – A user updates a specific JetEngine field on a specific post type to a specific value #1377 - JetEngine – A user updates a specific JetEngine field on a specific post type #1378 - JetFormBuilder – A form is submitted with a specific value in a specific field #1476 - JetFormBuilder – A user submits a form with a specific value in a specific field #1477 - MemberPress – A user’s transaction for a membership is set to a status #1095 - Paid Membership Pro – An admin assigns a membership level to a user #196 - SureCart – A guest purchases a product #1416 - WordPress – A specific meta key of a specific type of post updates to a specific value #1234 - WordPress – A user is deleted #1494 **New Actions:** - Affiliate WP – Create an affiliate #1369 **New Conditions:** - Date and time #1440 - The date is, is not, before, after a specific date #1461 - The date is between a specific date and a specific date #1459 - The date is, is not, is before, is after a specific day of month #1465 - The date is, is not, is before, is after a specific month #1460 - The day is, is not a specific day of the week #1457 - The time is before, is after a specific time #1462 - The time is between a specific time and a specific time #1458 - Uncanny Automator – The user has, has not completed a recipe #1421 - MemberPress – The user is not an active member of a membership #1432 - WooCommerce – A user has not purchased a specific product #1430 **New Tokens:** - WooCommerce – “A user reviews a product” – “Product SKU”, “Product categories”, and “Product tags” #1526 **Added:** - Recipe UI – Ability to group multiple actions under a condition (requires Automator 4.5+) - Automatic login link token – Added filter `automator_pro_auto_login_link_disable_security_check` to override security check #1513 - TutorLMS – Mark a lesson complete for a user – Added “All lessons” option #43132 #1470 **Updated:** - Fluent Support – “Create a ticket” – Use a custom value option added #1512 - Fluent Support – Added options\_callback to avoid init issues #1478 - LearnDash – Reset the user’s progress in a course – Delete course resume data if applicable #1506 - Meta Box – “A user’s Meta Box field is updated” – Token sentences updated #1466 - WooCommerce – Create an order action – Use a custom value option added #1480 - WordPress – Change the label from “Select a role” to “Role” #1502 **Fixed:** - BuddyBoss – Send on-screen notification now runs reliably #1454 - Delayed action no longer logs status “Completed” when it should be “Completed with errors” #1530 - Gamipress – A user’s total points reaches a specific threshold – Threshold calculation logic updated #1424 - MemberPress – “Add the user to a membership” now works reliably with tokens in the fields #1472 - MemberPress – A user’s membership to a specific product expires – No longer triggers on recurring subscription renewal #1523 - WooCommerce – “A guest completes, pays for, lands on a thank you page for an order with a product variation” – PHP Error when paid thru PayPal IPN confirmation #1521 - bbPress & BuddyBoss – “Post a reply to a topic in a forum” sentence options fixed #1527 **Under the hood:** - API log – Dropping views no longer prevents log filters from showing up #1510 - Action conditions – Fixed unnecessary calls #1516 - Recipe logs – Queries merged to reduce number of DB calls #1518 **Plugins:** Pro --- ### [v4.5](https://automatorplugin.com/changelog/uncanny-automator-4-5/) **Published:** September 21, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.5, released September 21, 2022. Includes: New Integrations, New Triggers, New Actions, New Tokens, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2460 - [JetFormBuilder](https://automatorplugin.com/integration/jetformbuilder/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2599 - [SureCart](https://automatorplugin.com/integration/surecart/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2519 - [WordPress Download Manager](https://automatorplugin.com/integration/wp-download-manager/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2461 **New Triggers:** - Advanced Ads – An ad is set to a specific status #2495 - Fluent Support – A user’s ticket receives a reply from an agent #2470 - Gravity Forms & Uncanny Groups – A form is submitted with a key from a specific group #2077 - JetFormBuilder – A form is submitted #2533 - JetFormBuilder – A user submits a form #2535 - SureCart – A user purchases a product #2525 - WP Download Manager – A specific file is downloaded #2497 - WP Simple Pay – A payment for a form is completed #2584 - WordPress – A user logs out of a site #2594 **New Actions:** - Advanced Ads – Set an ad to a specific status #2496 **New Tokens:** - New token category – Date #2583 - bbPress – Guest name and website #2501 **Added:** - Automator admin bar menu – Entry added for Settings #2580 - Database tools – Button to Reset Automator log tables and Drop individual VIEWS #188 - Gamipress – “Award an achievement to the user” – Now implements “Maximum Earnings Per User” setting #43510 #2621 - Webhooks – `automator_webhook_action_completed` action hook added to enable developers to parse Webhook response #43601 #2635 **Updated:** - Recipe Logs – Improved UI #2527 #2604 #2616 #2620 #2614 - Tools – Improved UI #2499 - Gravity Forms & WPForms – Now generate tokens for both dropdown values and dropdown labels #36803 #1498 - Tutor LMS – Mark a lesson complete for a user – Added support for “All lessons” option (Pro) #43132 #2597 - Twitter – Post a Tweet – Updated field description #2595 - User IP token – Now parses reliably if proxy is used #42751 #2531 - WP Simple Pay – “A user completes a purchase with a form” deprecated #2585 - Webhooks – Send data to a webhook – Handle 200 response code with error message #2639 **Fixed:** - Automator Dashboard – PHP warning: Undefined array key #2630 - Emails – Send an email – PHP Error when body field is empty #42885 #2570 - Gravity Forms – Token parsing of Advanced fields #2547 - Hide empty Automator menu for non-admins #2582 - Recipe UI – Fix Calculation token consistency issues with TinyMCE #2500 - Redirect closure – URL no longer breaks with ampersand usage #43463 #2618 - WordPress – A user creates a post – PHP Notice when post\_author is not available #2567 - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy – Now works if there are multiple triggers in a recipe and are draft #2633 **Under the hood:** - Automator Dashboard – Guest icon updated #2111 - Automator UI – Some assets missing on new installs #2492 - Automator web component – uo-button onclick does not honor return confirm #2532 - Class Actionify\_Triggers – Reduced unnecessary do\_action hooks when the trigger is in draft #2625 - Dashboard – Reduced credit queries to the API #2605 - Incoming premium triggers – Check if Pro license is active when an incoming trigger should be charged #2557 - Recipe UI – Group actions by condition support for Automator Pro (Pro 4.5) #1414 - Recipe UI – Conditions list – Sentences are now sorted alphabetically (Pro) #2518 - Recipe UI – Set options\_show\_id default to true #2598 - Recipe logs – Improved MySQL query sanity checks #2623 - Recipe logs – Reduced number of queries by merging some queries #2628 - Updated `Automator_Status` to add WhatsApp action status #2624 - `maybe_validate_trigger_without_postid` no longer breaks unit tests. Updated unit tests #2559 #2558 **Plugins:** Lite --- ### [v4.4[2022-08-31]](https://automatorplugin.com/changelog/uncanny-automator-pro-4-42022-08-31/) **Published:** August 31, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.4[2022-08-31], released August 31, 2022. Includes: New Integrations, New Triggers, New Conditions, New Tokens, Added, Updated, Fixed. **Content:** **New Integrations:** - KonnectzIT #1449 - Make #1450 - Meta Box #1451 **New Triggers:** - KonnectzIT – Receive data from KonnectzIT webhook #1268 - Make – Receive data from Make webhook #1410 - Meta Box – A user’s Meta Box field is updated #1409 **New Conditions:** - Emails – An email address does not end with a domain #1404 - Emails – An email address ends with a domain #1403 - WooCommerce – The user’s billing info contains a specific value #1407 - WooCommerce – The user’s shipping info contains a specific value #1408 - WordPress – A user with a username does not exist on the site #1400 - WordPress – A user with a username exists on the site #1399 - WordPress – A user with an email address does not exist on the site #1398 - WordPress – A user with an email address exists on the site #1397 - WordPress – The user has posted a specific number of approved comments #1405 - WordPress – The user has published a specific number of posts #1406 **New Tokens:** - bbPress – “A guest replies to a topic” – Reply ID, URL and Content tokens #1393 - Fluent Forms – “File upload” field token support added #1414 - WooCommerce – “A guest completes, pays for, lands on a thank you page for an order with a product in a category” – “Order quantity” token added #1439 **Added:** - WooCommerce – Create an order actions – “Custom value” support added in dropdown fields #1420 - WordPress – “Set the featured image of a post” – Image URL support added #1411 **Updated:** - Automator – Run a JavaScript code – Grammatical sentence update #1443 **Fixed:** - Elementor – Form IDs are now matched as string instead of numeric #1427 - FluentCRM – Triggers now works reliably #1434 - Fixed: Advanced Custom Fields – “A user’s ACF field is updated” – Added check when an admin adds a value for the first time #1389 - LearnPress – User can’t attempt a quiz if enrolled into a course with Automator #1394 - WordPress – “A specific meta key does not exists for a post” – Grammatical sentence correction #1433 **Plugins:** Pro --- ### [v4.4.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-4-0-1/) **Published:** August 25, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.4.0.1, released August 25, 2022. Includes: Fixed, Under the hood. **Content:** **Fixed:** - Elementor Pro – Tokens are now parsed reliably if the field value is changed during form processing using filte #2537 - FluentCRM – Updated trigger matching logic to fix Automator Pro triggers #2548 - Gravity Forms – “Time” type field token now parsed reliably #2551 **Under the hood:** - Filter `automator_usermeta_token_parsed` – User meta key parameter added #2561 - “Everyone” recipes no longer stuck “In Progress” in specific situations #2554 **Plugins:** Lite --- ### [v4.4](https://automatorplugin.com/changelog/uncanny-automator-4-4/) **Published:** August 23, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.4, released August 23, 2022. Includes: New Integration, New Triggers, New Actions, Added, Fixed, Under the hood. **Content:** **New Integration:** - [WhatsApp](https://automatorplugin.com/integration/whatsapp/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1932 **New Triggers:** - WhatsApp – A message is received #2504 - WhatsApp – A message to a recipient is not delivered because they have not opted in #2201 - WhatsApp – A message to a recipient is set to a specific status #2503 - WhatsApp – A message to a recipient was not delivered #2505 **New Actions:** - WhatsApp – Send a WhatsApp message template to a number #2208 - WhatsApp – Send a WhatsApp message to a number #845 **Added:** - Fluent Forms – “File upload” field token now returns a valid URL #2516 - Recipe UI – Trigger/Action sentences now show field labels when populated #2465 **Fixed:** - Background processing – Action running twice if server cron is used instead of WordPress cron #2539 - Background processing – PHP error when background actions are tested during daily system health check #2544 - FluentCRM – “A tag is added to a user” trigger now fires reliably #2477 - Recipe UI – Now displays translations as expected if user language is different than site language #2491 - Recipe UI – Dropdowns inside a repeater field now support custom values #2540 - WordPress – “A user views a post” no longer fires on archive pages #2508 **Under the hood:** - Dashboard – Displayed credits remaining now more accurate #2507 - Zapier – Logo updated #2498 - PHP Notice – array key `action_log_id` in `class-automator-recipe-process-complete.php` #2480 - `Traits_Recipe_Filters` – Added `string_comparison` logic #2485 **Plugins:** Lite --- ### [v4.3](https://automatorplugin.com/changelog/uncanny-automator-pro-4-3/) **Published:** August 15, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.3, released August 15, 2022. Includes: New Integrations, New Triggers, New Actions, New Conditions, New Tokens, Added, Updated, Fixed. **Content:** **New Integrations:** - Easy Affiliate #1303 - Meta Box #1298 - Studiocart #888 (New in Pro) - WP Mail SMTP Pro #1315 **New Triggers:** - bbPress – A guest replies to a topic #1062 - Easy Affiliate – A payout is made to an affiliate #1300 - Meta Box – A field is updated on a post #1304 - Meta Box – A user updates a field on a post #1299 - Studiocart – A guest completes an order for a product #1313 - Studiocart – A subscription is cancelled for a product #1314 - WP Mail SMTP Pro – In an email with specific text in the subject, a URL containing a string is clicked #974 - WP Mail SMTP Pro – In any email, a URL containing a string is clicked #975 - WooCommerce – A guest completes, pays for, lands on a thank you page for an order with a product variation \#1235 - WooCommerce – A product’s inventory status is set to a specific status #1230 - WooCommerce – An order is refunded #1238 **New Actions:** - BuddyBoss – Send a private message to a specific user #1358 - BuddyPress – Send all members of a group a notification #1152 - Easy Affiliate – Add a new affiliate #1302 - Easy Affiliate – Record a sale for an affiliate #1301 - FluentCRM – Add a contact to a list #1252 - FluentCRM – Remove tag from a contact #1253 **New Conditions:** - **LearnDash**: - The user has completed a lesson #1323 - The user has completed a quiz #1317 - The user has completed a topic #1321 - The user has failed a quiz #1320 - The user has not completed a lesson #1324 - The user has not completed a quiz #1318 - The user has not completed a topic #1322 - The user has passed a quiz #1319 - **WordPress**: - A specific meta key does not exist for a post #1354 - A specific meta key exists for a post #1353 - A specific user meta key does not exist for the user #1351 - A specific user meta key exists for the user #1350 **New Tokens:** - **BuddyBoss** – “A user makes a post to the activity stream of a group” #1261 - Activity media URL - Activity video URL - Activity document URL - **Gravity Forms** – Forms with payment fields #1312 - Transaction ID - **WP Job Manager** – “An application is received for a job of a specific type” #1357 - Job owner ID - Candidate ID **Added:** - WooCommerce – Ability to apply a coupon in all “Create an order” actions – #41159 #1262 - WooCommerce Subscriptions – “A user’s subscription to a specific variation of a variable subscription is set to a status” – “Any variable subscription” option added #1316 - \[INTERNAL\] – Automator REST API – actions\_order\_and\_conditions endpoint added #1384 **Updated:** - Automator Pro – Improve messaging when Automator (free) is not installed or active #333 - Gravity Kit – Added a check for Gravity Forms #1376 - WordPress – “A user updates a specific meta key of a specific type of post to a specific value” – Added filters to exclude some meta keys #1280 - WordPress – A user’s specific meta key is updated – Added condition to check if meta key exists #1360 **Fixed:** - Auto Login Link token – User role validation now occurs on the passed user\_id instead of current logged in user \#42235 #1387 - The Events Calendar – “An attendee is registered for an event” – Improved token parsing and TEC 6+ compatibility \#1294 - TutorLMS – The action was completing but failed to unenroll the user when used with some triggers #1366 - User selector – Recipe stuck in progress if “User Selector” receives an empty email with subsequent create user condition #1282 - User selector – Improved handling of “do nothing” cases #1282 - WordPress – “Add a comment to a post” – Comment text now retains formatting #1288 - WordPress – A user is created with a specific role – PHP Error in some situations #1328 - WordPress – “Add a taxonomy term to a post in a post type” – PHP Notice: Trying to get property ‘term\_id’ of non-object #1286 - WordPress – “Any” option is now listed as the first item on post dropdowns #1370 **Plugins:** Pro --- ### [v4.3](https://automatorplugin.com/changelog/uncanny-automator-4-3/) **Published:** August 11, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.3, released August 11, 2022. Includes: New Integrations, New Triggers, New Action, New Tokens, New feature, Added, Updated, Fixed, Under the hood. **Content:** **New Integrations:** - [Airtable](https://automatorplugin.com/integration/airtable/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2346 - [Easy Affiliate](https://automatorplugin.com/integration/easy-affiliate/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2353 - [Emails](https://automatorplugin.com/integration/emails/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2377 - [KonnectzIT](https://automatorplugin.com/integration/konnectzit/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2300 - [LinkedIn Pages](https://automatorplugin.com/integration/linkedin-pages/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2292 - [Make](https://automatorplugin.com/integration/make/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2415 - [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2389 **New Triggers:** - Easy Affiliate – A new sale is recorded for an affiliate #2349 - Easy Affiliate – An affiliate is added #2371 - Uncanny Codes – A code batch is created #2383 - WP Mail SMTP Pro – An email with specific text in the subject is opened #1868 **New Action:** - Airtable – Send data to Airtable #2414 - FluentCRM – Add a tag to a contact #2256 - KonnectzIT – Send data to KonnectzIT webhook #2299 - LinkedIn – Publish a post to a LinkedIn page #2294 - Mailchimp – Add a contact to an audience #2378 - Mailchimp – Add a note to a contact #2380 - Mailchimp – Add a tag to a contact #2381 - Mailchimp – Remove a tag from a contact #2248 - Mailchimp – Unsubscribe a contact from an audience #2379 - Make – Send data to Make webhook #2417 - Uncanny Codes – Generate a batch of codes for Automator #1437 **New Tokens:** - LearnDash course triggers – Course access expiry date #2304 **New feature:** - Premium actions can now be re-sent from detailed recipe log popup #2252 **Added:** - Advanced settings page - Automator cache can now be enabled/disabled #2428, #2281 - Recipe UI – Ability to duplicate an action #2420 - Recipe UI – “Delay” button now visible when Automator Pro is not active #2408 - WordPress – “Create a post” action now supports adding taxonomy and terms to the created post #2318 **Updated:** - “Send an email” action moved from WordPress to Emails #2400 - Closure – Redirect now works more reliably with ajax form submissions #2339 - Facebook Groups – Improved support for line breaks and paragraphs in editor #2335 - Facebook Pages – Improved support for line breaks and paragraphs in editor #2330 - Featured image URL – Token now returns full-size image URL instead of thumbnail URL #2438 - Google Sheets – “Get columns” now keeps existing values #2295 - Recipe UI – Cancel buttons now only close the respective trigger/action #2307 - Recipe UI – Disabled ability to drag Triggers and Actions metaboxes #2160 - Recipe UI – Conditions are now duplicated when a recipe is duplicated #2120 - Recipe UI – IDs, URLs, and email tokens are now displayed correctly in their corresponding fields #2410 - Recipe UI – Duplicating a recipe now keeps the original live/draft status of triggers and actions #353 - WP-Admin – Automator menu item “Recipe logs” renamed to “Logs” #2451 - WP-Admin – Trigger log and Action log removed from Automator menu #2375 - In-plugin branding updates #2391 **Fixed:** - “All Recipes” page now shows colorful indicators for live/draft recipe parts #2433 - Automator Core – Tokens are now parsed reliably when a recipe contains more than one of the same trigger #2453 - Automator UI – Conflict with jw-player-plugin-for-wordpress #2368 - Fluent Forms – PHP Warning for foreach() loop #2398 - Google Calendar – Misleading error message #2372 - Recipe UI Field – Multi-selects that use AJAX now load options reliably #2394 - WordPress – “Any” option is now listed as the first item on post type dropdown #2449 **Under the hood:** - Automator core – Background processing automatically disabled if unsupported #2456 - Automator API – Added DB table and view to store API logs #2252 - GoToTraining/Webinar – Now use Automator API for improved reliability and retries #2429 - Migration scheduling – Activation hooks added #2457 - New filter: `automator_conflictive_assets` to dequeue site-specific scripts and styles that may conflict with the recipe UI #2439 - Updated token framework #116 #118 #119 #130 - Usage reports – Added detailed recipe information #2455 - Token Parser – PHP 8 issue when a token is used in a recipe sentence #2365 - Tools – `automator_log` now shows debug files in the admin #2443 - `Trait_Recipe_Filters` updated #2364 **Plugins:** Lite --- ### [v4.2.1.1](https://automatorplugin.com/changelog/uncanny-automator-4-2-1-1/) **Published:** July 21, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.2.1.1, released July 21, 2022. Includes: Updated, Fixed. **Content:** **Updated:** - Background Processing – Additional validation added when REST APIs are set to private or disabled by 3rd-party plugins #2359 **Fixed:** - Automator core – Improved compatibility with 3rd-party Automator Integrations #2360 **Plugins:** Lite --- ### [v4.2.1](https://automatorplugin.com/changelog/uncanny-automator-4-2-1/) **Published:** July 19, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.2.1, released July 19, 2022. Includes: Updated, Fixed. **Content:** **Updated:** - Background Processing – Added REST API validation before activating the setting on sites #2293 - Settings – Tabs now redirect back to themselves after saving #2301 - WordPress – “A user submits a comment on a post” gains improved compatibility with wpDiscuz #2283 **Fixed:** - MemberPress Courses – PHP error when Automator Pro is active #2297 - Scheduled Actions – Changed priority to accommodate Background processing when Automator Pro is active #2327 - Recipe UI + FluentCRM – Dequeue conflictive scripts and styles in recipe builder #2311 - Recipe UI – Fix spacing between icons and text in #2309 - Recipe UI – Dequeue select2 added by Event Tickets & Studiocart #2323 **Plugins:** Lite --- ### [v4.2[2022-07-13]](https://automatorplugin.com/changelog/uncanny-automator-pro-4-22022-07-13/) **Published:** July 13, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.2[2022-07-13], released July 13, 2022. Includes: New Integration, New Triggers, New Actions, New Conditions, New Tokens, Internal, Updated, Fixed. **Content:** **New Integration:** - [Fluent Support](https://automatorplugin.com/integration/fluent-support/) #1068 **New Triggers:** - **BuddyBoss** – A user joins a hidden group #1205 - **Fluent Support**: - A ticket for a product is closed by a customer or an agent #1113 - A ticket for a product is opened by a customer or an agent #1068 - A ticket for a product is replied to by a customer #1114 - A ticket for a product is replied to by an agent #1137 - A ticket with a specific priority is closed by a customer or an agent #1111 - A ticket with a specific priority is opened by a customer or an agent #1069 - A ticket with a specific priority is replied to by a customer #1112 - A ticket with a specific priority is replied to by an agent #1136 - **LearnDash**: - A Group Leader is added to a group #1245 - A Group Leader is removed from a group #1244 - **Wishlist Member**: - A user is approved for a membership level #1131 - A user is confirmed for a membership level #1127 - A user is unconfirmed for a membership level #1128 - A user’s access to a membership level is cancelled #1129 - A user’s access to a membership level is unapproved #1132 - A user’s access to a membership level is uncancelled #1130 - **WooCommerce**: - A payment fails for an order #264 - A guest completes, pays for, lands on a thank you page for an order with a specific coupon #1133 - A product has its associated order set to a specific status #832 **New Actions:** - Automator Core – Run JavaScript code #122 - BuddyBoss – Show an on-screen notification to the user #262 - Fluent Support – Create a ticket #1070 - LearnDash – Send an email to Group Leaders of a group #1256 - WooCommerce Subscriptions – Set the user’s subscription to a specific variation of a variable subscription product to a status #1049 - WooCommerce Subscriptions – Set the user’s subscription of a subscription product to a status #1048 - WordPress – Add a comment to a post – #1172 **New Conditions:** - FluentCRM: - A user does not have a tag #1148 - A user has a tag #1006 **New Tokens:** - Formidable Forms: #1106 - Entry ID - User IP - Entry date - Entry source URL - LearnDash – “A user submits an assignment for a lesson or topic” – Assignment URL #1216 - WP Job Manager – Job ID #937 - WooCommerce – “A product has its associated order completed, paid for, or a thank you page visited” #1179 - Product categories - Product tags **Internal:** - Automator Core – Improved performance on high data & traffic sites #1254 #955 **Updated:** - BuddyBoss – “Send a notification to all members of a group” changed to an Everyone trigger #1192 - BuddyBoss – “Send a private message to all members of a group” changed to an Everyone trigger #1192 - Recipe logs – Show recipe status in the drop-down recipe filter #1181 - WooCommerce – “A user/guest completes, pays for, lands on a thank you page for an order with a product in a category” – Any category option added #1190 - WooCommerce – “Create an order with a product” – token support added #1211 - WooCommerce – “Create an order with a product” – some required fields switched to optional #1177 - WooCommerce – Shipping method added for all “Create an order” actions #1250 - WordPress – “A post is moved to the trash”- token sentence case updated #1161 - WordPress – “A post is moved to the trash” – trigger does not show post types that supports comments #1198 - WordPress – “A user updates a post in a specific status” – token sentence case updated #1163 - WordPress – “A user updates a post in a specific taxonomy” – token sentence case updated #1164 - WordPress – “A user updates a post” – token sentence case updated #1162 - WordPress – “A user’s specific meta key is updated” now fires when meta is added for the first time #40949 \#1167 - WordPress – Triggers tokens are now standardized #716 **Fixed:** - Action Logs – Cancelling an individual delayed action no longer results in a console error #41058 #1176 - Advanced Custom Fields – “A user updates a field on a post” now creates post meta when it doesn’t exist #1266 - BuddyBoss – “A user requests access to a private group” PHP Error when BuddyBoss forum component is not enabled. \#1215 - BuddyBoss – “Send a private message to a user” now completes reliably #1220 - GamiPress – “An achievement is revoked from a user” now fires reliably #1213 - Scheduled Actions – Use the updated date format #1259 - WordPress – “A user updates a post in a specific status” – Post status token not showing correct post status \#1151 - WordPress – “Add a taxonomy term to a post in a post type” adding category ID in addition to the category \#1203 - WordPress – Custom post types are now listed reliably in type of post triggers #1196 **Plugins:** Pro --- ### [v4.2](https://automatorplugin.com/changelog/uncanny-automator-4-2/) **Published:** July 12, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.2, released July 12, 2022. Includes: New Integrations, New Triggers, New Action, New Tokens, Added, Updated, Internal, Fixed. **Content:** **New Integrations:** - [Pabbly Connect](https://automatorplugin.com/integration/pabbly-connect/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2266 - [Studiocart](https://automatorplugin.com/integration/studiocart/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1697 **New Triggers:** - Mailpoet – A user submits a form #217 - Studiocart – A user completes an order for a product #2210 - Studiocart – A user purchases a product #2226 - Studiocart – A user’s order for a product is refunded #2227 - Uncanny Groups – A group is created #1478 **New Action:** - Pabbly Connect – Send data to Pabbly Connect #2212 **New Tokens:** - WooCommerce: - Product SKU #2179 - Product categories #2190 - Product tags #2191 - WordPress – Additional tokens in all Post/Page/Comment type triggers: #2209 - Post/Page ID - Post/Page content - Post type - Post/Page author first name - Post/Page author last name - Post/Page author display name - Post/Page author email **Added:** - Automator Core – Premium Integrations and Webhooks now run asynchronously #1797 **Updated:** - All Recipes list – All actions are listed in recipe order #2007 - Automator Core – Improved performance on high data & traffic sites #2149 - Automator Core – Review Banner – Several UI upgrades #2229 - Instagram – Permissions errors are now properly reflected in Recipe logs #2272 - Instagram – Permissions/scopes validation added before making the action available in recipes #1606 - Instagram – Recipe logs now reflect an error if the Instagram account is delinked from Facebook #2273 - Mailchimp – “Send an email campaign” – “From” drop-down description added #1451 - Recipe UI – “Use a token/custom value” added in token drop-down for several actions #1742 - Recipe UI – JSON strings are now supported in fields #2203 - WordPress – “A user’s post receives a comment” – Duplicate “Any” options removed #2182 - WordPress – All triggers now have standard post/page/comment tokens #2209 - WordPress – Triggers with apost type option now list all post types #2180 **Internal:** - Automator Core – `automator_before_process_action` do action, `automator_maybe_parse_replaceable` filter #2194 - Automator Core – Duplicate Action “code” conflict in a specific situation #2207 **Fixed:** - Automator Closure – Usermeta in redirect URL now parses reliably #2251 - BuddyBoss – Profile field tokens now parses as comma-separated string instead of `Array` #2221 - Elementor – PHP 8.x+ error when email token is used on the “To” field of send an email action #2214 - Facebook Settings – Nonce verification fixed #2263 - WordPress – “A user submits a comment on a post” firing for all custom post types #2259 - WPForms – Multiple select field token now separates data by comma instead of new line #2225 - Warning – URL redirect in WP-CLI mode #2231 - WordPress – “A user publishes a post with a taxonomy term in a taxonomy” now lists all post types reliably #2196 - WordPress – “A user publishes a type of post with a taxonomy term in a taxonomy” now parses tokens reliably #2245 - WordPress – “A user views a custom post type” firing on any post #2243 **Plugins:** Lite --- ### [v4.1.1.1](https://automatorplugin.com/changelog/uncanny-automator-4-1-1-1/) **Published:** June 29, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.1.1.1, released June 29, 2022. Includes: Fixed, Internal. **Content:** **Fixed:** - Recipe UI – Fix fallback for unsupported regular expressions by Safari #2199 **Internal:** - Settings UI – Icon assets updated #2156 **Plugins:** Lite --- ### [v4.1.1](https://automatorplugin.com/changelog/uncanny-automator-4-1-1/) **Published:** June 22, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.1.1, released June 22, 2022. Includes: New Tokens, Added, Enhanced, Updated, Fixed, Internal. **Content:** **New Tokens:** - LearnDash – Course status #2138 - LearnDash – Course completion date #2130 - WooCommerce – Order date #2175 **Added:** - Upsell Plugin – “A user purchases a product” – Filter `automator_upsell_order_use_current_logged_user` to override customer email with logged in user email #2096 - WishList Member – Any membership level option added in triggers #2076 - Action Logs – Allow anchor links in recipe logs #2118 **Enhanced:** - Google Sheet Permissions enhancement #2075 **Updated:** - Google Calendar – str\_contains switched to strpos for PHP backwards compatibility #2153 - Mailchimp – “Create and send a campaign” now supports fullpage HTML #2135 - Action Logs – Display “Out of credits” error for users with zero credits #1203 - Disable Automator plugin activation redirect in some situations #2137 **Fixed:** - Automator Core – WP\_Rewrite usage conflict in a specific situation #2161 - Google Sheets – PHP Error if `$fields` are `empty` or `null` on PHP 8.x #2167 - Gravity Forms – The field “Date” is having problems #2133 - WordPress Core – “A user publishes a type of post with a taxonomy term in a taxonomy” now displays all public and private post types #2169 - Delay Modal – Hour selection is not displaying #2128 - Premium API Integrations – Unnecessary HTTP API calls fixed when user is unauthenticated #2127 - PHP Notices – “Attempt to read property of `post_type`” in a few triggers #2185 - Recipe UI Field – TinyMCE textarea is deleting content on save #2146 - Remove extra spaces from some token names #2177 **Internal:** - Automator Core – Trigger Filters Trait – Add a way to filter multiple trigger conditions #2105 **Plugins:** Lite --- ### [v4.1](https://automatorplugin.com/changelog/uncanny-automator-pro-4-1/) **Published:** June 9, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.1, released June 9, 2022. Includes: New Integrations, New Triggers, New Actions, New Conditions, New Tokens, Added, Updated, Enhanced, Fixed. **Content:** **New Integrations:** - [Autonami](https://automatorplugin.com/integration/autonami/) *(new in Pro)* - [GravityKit](https://automatorplugin.com/integration/gravitykit/) **New Triggers:** - Amelia – A booking of an appointment for a service has been changed to a specific status #1102 - Amelia – A user’s booking of an appointment for a service has been changed to a specific status #1101 - Amelia – A booking of an appointment for a service is canceled #1098 - Amelia – A booking of an appointment for a service is rescheduled #1097 - Amelia – A user’s booking of an appointment for a service is canceled #1096 - Amelia – A user’s booking of an appointment for a service is rescheduled #1092 - Autonami – A tag is removed from a contact #1074 - Autonami – A tag is removed from a user #1073 - Autonami – A user is removed from a list #1072 - Autonami – A contact is removed from a list #1071 - GravityKit – An entry for a specific form is rejected #35509 #1061 - GravityKit – An entry for a specific form is approved #35509 #934 - WordPress – A taxonomy term is added to a specific type of post #833 **New Actions:** - Autonami – Add a contact to a list #1081 - Autonami – Remove a contact from a list #1080 - Autonami – Remove the user from a list #1079 - Autonami – Add the user to a list #1078 - Autonami – Remove a tag from a contact #1077 - Autonami – Remove a tag from the user #1076 - BuddyBoss – Create a friendship between a user and another user – 32831 #841 - LearnDash – Remove the user from all groups #753 - LearnDash – Unenroll the user from all courses #752 - LearnDash – Remove the user as a leader of a group #459 - WordPress – Move all of a specific type of posts with a taxonomy term in a taxonomy to the trash #824 **New Conditions:** - LearnDash – The user is a member of a group or its child groups #1047 - LearnDash – The user is not a member of a group or its child groups #1046 - LearnDash – The user has not completed a course #1045 **New Tokens:** - Groundhogg – Tag ID and Tag name #422 **Added:** - Action Logs – Filter by status added #187 - FluentCRM – “A user is removed from a list” – “Any list” option added #565 - LifterLMS – “Remove the user from a membership” – “All memberships” option added #962 - Webhooks – Basic authentication support for incoming Webhooks #1123 **Updated:** - GamiPress – Deprecate “A user earns a number of a specific type of points” #1014 - LearnDash – “A user submits an assignment for a lesson or topic” – Token labels updated #423 - Newsletter – “A subscription form is submitted with a specific list” – Token sentence case fixes #426 - Tutor LMS – “A user achieves a percentage greater than, less than or equal to a value on a quiz” – Default value of “a value” field fixed #427 - WooCommerce – “A user completes, pays for, lands on a thank you page for an order paid for with a specific method” – Duplicate “Payment method” token removed #431 - WooCommerce – “A user completes, pays for, lands on a thank you page for an order with a total greater than, less than or equal to a specific amount” – - Specific amount placeholder text updated #430 **Enhanced:** - Action Scheduler Library Updated to version 3.4.x #930 - LearnDash – “Send an email to the user’s group leader(s)” now supports “fullpage” HTML templates #1156 - LearnDash – “Send a certificate” now supports “fullpage” HTML templates #1154 - WooCommerce – “Generate and email a coupon code to the user” now supports “fullpage” HTML templates #1157 **Fixed:** - Amelia – PHP Notices #1115 - BuddyPress – “A user registers with a specific value in a specific field” – Tokens now parses reliably #413 - Formidable Forms – Upload field token now parses reliably #1104 - GiveWP – Default value “an amount” in the sentence is fixed #420, #879 - Integromat + BuddyPress – Integromat tokens from “Receive data form Integromat webhook” trigger now works reliably with the BuddyPress “Create a group” action #1141 - myCred – A number of default value fixed in the trigger sentences #425 - MasterStudy LMS – “A user achieves a percentage greater than, less than or equal to a value on a quiz” – Default value of “a value” field fixed #424 - Newsletter – “Add the user to a list” now works reliably #1108 - Ninja Form – Multi-select value case sensitive issue, added extra condition to compare slug string in an Array \#1015 - Paid Memberships Pro – Remove “All membership” levels now works reliably #1041 - Webhooks – “Receive data from a webhook” – PHP Error when updating plugin #1146 - Webhooks – “Receive data from a webhook” – Security headers now works reliably #1121 - WooCommerce – “A user add a product to the cart” – “Product quantity” token now renders properly #1067 - WooCommerce – “A user add a product to the cart” now only fires for logged-in users #1065 - WooCommerce Subscriptions – “A user purchases a variable product with a variation selected” tokens now render reliably #1030 **Plugins:** Pro --- ### [v4.1](https://automatorplugin.com/changelog/uncanny-automator-4-1/) **Published:** June 8, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.1, released June 8, 2022. Includes: New Integrations, New Triggers, New Actions, New Tokens, Updated, Fixed, Internal. **Content:** **New Integrations:** - [Autonami](https://automatorplugin.com/integration/autonami/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1977 - [Fluent Support](https://automatorplugin.com/integration/fluent-support/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2003 - [Google Calendar](https://automatorplugin.com/integration/google-calendar/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #2049 **New Triggers:** - Amelia – A guest registers for an event #2028 - Amelia – A User registers for an event #2030 - Autonami – A contact is added to a list #1963 - Autonami – A tag is added to a contact #1962 - Autonami – A tag is added to a user #1958 - Autonami – A user is added to a list #1959 - Fluent Support – A ticket is closed by a customer #2010 - Fluent Support – A ticket is opened by a customer #2009 - Fluent Support – A ticket receives a reply from a customer #2011 - GamiPress – A user earns greater than, less than, greater than or equal to…etc. a number of a specific type of points in a single transaction #1929 - Uncanny Toolkit Pro – A user’s time in a course exceeds a specific number of minutes #1997 **New Actions:** - Autonami – Add a tag to a contact #2013 - Autonami – Add a tag to the user #2012 - Google Calendar – Add an attendee to an event in a Google Calendar #1986 - Google Calendar – Add an event to a Google Calendar #1985 - Google Calendar – Remove an attendee from an event in a Google Calendar #1987 - Uncanny Toolkit Pro – Reset a user’s time in a course #1998 - WordPress – Add a WordPress data erasure request for a user #1411 **New Tokens:** - Common – Current site ID (Multisite and for Pro users only) #2042 - Elementor – Form ID and Form title tokens added #2053 - GiveWP – Comment and Currency #1646 **Updated:** - Automator API – Filter added to change timeout #1922 - Dashboard – Replace “Disconnect account” with “Manage license” #2094 - Facebook Groups – Disconnect account now revokes permissions #1911 - Facebook Groups – New admin notice and reauthentication option for expiring credentials #1964 - Google Sheets – “Create a new row”: Filter out empty drives (key/options) that are rendering for some users and causing a JS error #1943 - Google Sheets – “Create a new row”: Support for Shared drives #1943 - Google Sheets – Settings page #2034 - Gravity Forms – Token parser: Filter added for external hooks #2023 - Improved string translations #1981 - LifterLMS – Remove the user from a membership – “All memberships” option added #1848 - Mailchimp – “Add tag to user” now also adds the user to the associated list if they’re not already a member #832 - Recipe UI Field – Dropdown now sets the visibility of the option ID #2086 - Recipe UI Time Field – Format time using WordPress setting (only frontend) #2050 - Recipe UI TinyMCE Field – Now fully supports HTML templates #1946 - Slack – Only fetch channels to which members have access #1999 - Webhooks – “Send data to a webhook” now displays a Webhooks response if “Send test” fails #2062 - WPForms – Entry tokens parsing message updated for WPForms lite users #1830 **Fixed:** - Automator Core – “An Automator recipe completes with errors” will not fire erroneously with skipped actions #2019 - BuddyBoss – “A user replies to a topic in a forum” tokens now reliably return data when “Any” option is selected #1948 - BuddyBoss – Date tokens in Date fields are now parsed reliably #1873 - BuddyPress – Token now returns properly formatted dates #1978 - Dashboard – “Sorry, you are not allowed to access this page” when connecting a site #2074 - Instagram – Line breaks in captions now works reliably #2063 - Instagram – User max limit reach shows status as completed where it should show as complete with error. #2079 - Google sheets – Google drive shared drives now shows in the list #2002 - Usage Reports – Some sites reporting more than once a week #2017 - Usage Reports – Switching on/off now works reliably #2109 **Internal:** - API: Google Calendar – Set-up and finalize new API Endpoints #1988 - Filter – `automator_postmeta_token_parsed` added #2090 - Google Calendar: Settings page #1989 - In-Plugin Notifications – Allow 1 button notifications #1924 - In-plugin notifications – Automatically add utm tags to button urls #1976 - In-plugin notifications – Hide notifications on Settings page #1926 - In-plugin notifications – Validate buttons text before displaying them #1927 - `add` keyword in the filename falsely taken as integration file #2035 - `automator_before_trigger_completed` changed to `automator_before_maybe_trigger_complete` in trait-triggers.php #2021 **Plugins:** Lite --- ### [v4.0](https://automatorplugin.com/changelog/uncanny-automator-pro-4-0/) **Published:** May 12, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 4.0, released May 12, 2022. Includes: New Integration, New Triggers, New Actions, New Integration Conditions, LearnDash, MemberPress, WooCommerce, WooCommerce Subscriptions, WP Fusion, WordPress, Added, Updated, Fixed. **Content:** **New Integration:** - [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) **New Triggers:** - Advanced Coupons – A user’s lifetime store credit exceeds a specific amount #988 - Advanced Coupons – A user’s current store credit exceeds a specific amount #987 - Advanced Custom Fields – A user’s ACF field is updated #887 - Events Manager – A booking for an event is approved #969 - GamiPress – A user’s total of a specific type of points reaches a specific threshold #1013 - LearnDash – A user completes a group’s courses #509 - PeepSo – A user unfollows a PeepSo member #935 - PeepSo – A user updates a specific field to a specific value in their profile #919 - TutorLMS – A user posts a question in a course #822 - Wishlist Members – A user’s specific membership level account is approved #915 **New Actions:** - Advanced Coupons – Remove a specific amount of store credit from the user’s account #996 - Advanced Coupons – Add a specific amount of store credit to the user’s account #995 - WooCommerce – Create a subscription order with a product with a payment method #959 - WooCommerce – Create a subscription order with a product #958 - WooCommerce – Create an order with a product with a payment gateway #957 - WooCommerce – Create an order with a product #759 - WordPress – Add an image to the media library #931 - WordPress – Remove a taxonomy term from a post in a post type #688 - WordPress – Add a taxonomy term to a post in a post type #658 **New Integration Conditions:** - **LearnDash:** - The user has completed a course #1018 - The user is enrolled in a course #1016 - The user is a member of a group #1017 - The user is not a member of a group #1037 - **MemberPress:** - The user is an active member of a membership #980 - **WooCommerce:** - The user has purchased a specific product #1021 - **WooCommerce Subscriptions:** - The user has an active subscription to a specific product #1022 - **WP Fusion:** - The user does not have a specific tag #1020 - The user has a tag #1019 - **WordPress:** - The user has a specific role #1007 **Added:** - Integration Specific Conditions - GiveWP – Form ID and Form title tokens added #918 **Updated:** - ShipStation – “An order with a total greater than, less than or equal to a specific amount is shipped” sentence fix #432 - Wishlist Member – “Field value” label sentence case fix #428 - Report filter shows “Recipe delete: \[ID\]” when recipe has no title #990 **Fixed:** - Gravity Forms – “Create an entry for a form” not loading the fields #1004 - Formidable Forms – Multiple selection token now parses reliably #967 - WordPress – A user updates a post not in a specific status is now fires reliably #838 - WordPress – “Set a post to a status” now reliably updates post permalink in a certain situation #1009 - Actions Conditions – PHP Error fixed in a certain situation #1011 **Plugins:** Pro --- ### [v4.0.1](https://automatorplugin.com/changelog/uncanny-automator-4-0-1/) **Published:** May 12, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.0.1, released May 12, 2022. Includes: Fixed. **Content:** **Fixed:** - Recipe UI – “A user publishes a type of post with a taxonomy term in a taxonomy” – Token issue prevented some action fields from rendering #1968 **Plugins:** Lite --- ### [v4.0](https://automatorplugin.com/changelog/uncanny-automator-4-0/) **Published:** May 9, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 4.0, released May 9, 2022. Includes: New Integrations, New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New Integrations:** - [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1884 #1885 - [Facebook Groups](https://automatorplugin.com/integration/facebook-groups/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1174 **New Triggers:** - Advanced Coupons – A user spends {greater than, less than, or equal to} {a specific amount} of store credit #1885 - Advanced Coupons – A user receives {greater than, less than, or equal to} {a specific amount} of store credit #1884 - Events Manager – An attendee registers for an event #1858 - Events Manager – A user registers for an event #1866 - Gravity Forms – A user submits a form with a code from a specific batch (Uncanny Codes required) #1878 - Mailchimp – A contact is added to an audience #1785 - Mailchimp – A contact email is changed #1788 - Mailchimp – A contact is unsubscribed from an audience #1786 - PeepSo – A user updates a specific field in their profile #1766 **New Actions:** - Facebook Groups – Publish a post to a Facebook group #1174 - Facebook Groups – Publish a post with an image to a Facebook group #1174 - Facebook Groups – Share a link with a message to a Facebook group #1174 - Optinmonster – Show a campaign #1864 **Added:** - Events Manager – Several new tokens added #1857 - WP Job Manager – “Job ID” token added in triggers #1807 - Mailchimp – Webhooks settings page #1791, #1815 - In-plugin notifications #1715 - Support for integration-specific conditions in Uncanny Automator Pro 4.0 #1415 **Updated:** - Events Manager – “A user registers for an event” renamed to “A user’s booking for an event is approved” #1867 - Instagram – “Publish a photo to an Instagram Business account” now accepts Media Library ID in addition to the media URL #1852 - Instagram, Facebook – Converted to use the API class #1795 - Convert Facebook integration to use the API class #1794 - Automator Core – Set user signed in flag true for all logged-in type triggers #1817 **Fixed:** - GamiPress – Field label renamed from “Award” to “Achievement” #1652 - GamiPress – Renamed “Any awards” to “All achievements” #1534 - Events Manager – “A user’s booking for an event is approved” now runs reliably with auto approval #1874 - Wishlist Member – Sentence case fix, Membership Level renamed to Membership level #1869 - Wishlist Member – “A user is added to a membership level” now fires with ThriveCart checkout #1808 - Recipe Tags/Categories – Yoast SEO erroneously enables archives on frontend #1850 - Internal query now sorts the result set reliably #1913 - WordPress – A user views a page – “All pages” option renamed to “Any page” #1914 - Automator Core – Number of times token now parses reliably in certain situations #1918 - Automator Core – Option to define alternate label for a token added in Automator fields #1919 - Automator API – API request timeout for Facebook Pages and Google Sheets changed from 5 to 10 seconds #1921 **Plugins:** Lite --- ### [v3.9.1.1](https://automatorplugin.com/changelog/uncanny-automator-3-9-1-1/) **Published:** April 14, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.9.1.1, released April 14, 2022. Includes: Fixed. **Content:** **Fixed:** - FluentCRM – PHP error in Add a contact action on PHP 8.x+ #1840 **Plugins:** Lite --- ### [v3.9.1](https://automatorplugin.com/changelog/uncanny-automator-3-9-1/) **Published:** April 13, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.9.1, released April 13, 2022. Includes: New Actions, Updated, Fixed. **Content:** **New Actions:** - FluentCRM – Add a contact #1573 **Updated:** - Improved performance with Uncanny Automator Pro < 3.9 #1835 **Fixed:** - PHP Notice: array\_values() expects parameter 1 to be array on some sites with no live recipes #1825 - HTTP request on every page load when a premium integration credential expires or is invalid #1804 **Plugins:** Lite --- ### [v3.9](https://automatorplugin.com/changelog/uncanny-automator-pro-3-9/) **Published:** April 12, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.9, released April 12, 2022. Includes: Integration, New Actions, New Triggers, Added, Fixed. **Content:** **Integration:** - [PeepSo](https://automatorplugin.com/integration/peepso/) #810 **New Actions:** - Gravity Forms – Create an entry for a form #842 - PeepSo – Change the user’s PeepSo role to a new role #949 - PeepSo – Add a post to the site wide activity stream #948 - WooCommerce – Set a specific order to a specific status #577 **New Triggers:** - MemberPress – A sub account is added to a parent account (Requires Corporate Accounts Add-on) #686 - PeepSo – A user gains a new follower #951 - PeepSo – A user publishes an activity post #950 - PeepSo – A user loses a follower #947 - WordPress – A user updates a specific meta key of a specific type of post to a specific value #901 **Added:** - bbPress – “A user replies to a topic” – Reply ID, Reply URL and Reply content tokens added #892 - Easy Digital Downloads – Payment, Discount, Order total tokens added #891 - Easy Digital Downloads – Number format added to amount tokens #908 - Gravity Forms – Entry ID, Entry submission date, Entry source URL and User IP tokens added #942 - Gravity Forms – Token “Form” renamed to “Form title” and Form ID token added #564 - LearnDash – “Remove a user from a group” – All groups option added #909 - Paid Memberships Pro – “Add the user to a membership level” action now supports membership level expiry #910 - WPForms – Entry ID, User IP, Submission date tokens added #943 - WPLMS – Improved support for WPLMS 4.x #886 - Core – Several architectural performance updates #924 #897 **Fixed:** - LearnDash – “Send a certificate” now uses original certificate text if certificate body is empty #945 - LearnDash – “A user is enrolled in a course” now fires when a user is added with ThriveCart checkout #940 - WooCommerce Subscriptions – “A user renews a subscription to a product” now works reliably for renewal subscriptions #938 - Fluent Forms – PHP notice in token parsing #921 - WooCommerce – “A user completes, pays for, lands on a thank you page for an order with a product in a category” now fires reliably #920 - Ninja Form – PHP notice in parsing tokens #912 - WooCommerce Subscriptions – “A user’s subscription to a specific variation of a variable subscription is set to a status” now fires reliably #900 - Modern Events Calendar – “Register a user for an event” action now sends confirmations emails as expected #894 - WordPress – “A user updates a post in a taxonomy” now lists all taxonomies #854 **Plugins:** Pro --- ### [v3.9.0.1](https://automatorplugin.com/changelog/uncanny-automator-3-9-0-1/) **Published:** April 8, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.9.0.1, released April 8, 2022. Includes: Fixed. **Content:** **Fixed:** - WooCommerce – Payment methods do not load when using Uncanny Automator Pro in some situations **Plugins:** Lite --- ### [v3.9.0.2](https://automatorplugin.com/changelog/uncanny-automator-3-9-0-2/) **Published:** April 8, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.9.0.2, released April 8, 2022. Includes: Fixed. **Content:** **Fixed:** - WPForms – PHP error on some sites when a form is submitted with WP Forms lite using Automator 3.9 or 3.9.0.1 #1821 **Plugins:** Lite --- ### [v3.9](https://automatorplugin.com/changelog/uncanny-automator-3-9/) **Published:** April 7, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.9, released April 7, 2022. Includes: New Integration, New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New Integration:** - [PeepSo](https://automatorplugin.com/integration/peepso/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1518 **New Triggers:** - PeepSo – A user updates their avatar #1769 - PeepSo – A user follows another PeepSo member #1768 **New Actions:** - PeepSo – Follow a user #1767 - Uncanny Groups – Remove a number of seats from an Uncanny group #1340 - Uncanny Groups – Add a number of seats to an Uncanny group #1339 **Added:** - Automator API – External integrations migrated to centralized communication class #1463 - bbPress – Topic ID, Topic URL, Topic title and Topic content tokens #1709 - Caldera Forms – Entry ID and Entry submission date tokens #1780 - Fluent Forms – Entry ID, User IP, Entry submission date and Entry source URL tokens #1779 - Formidable Forms – Entry ID, User IP, Entry submission date, Entry source URL tokens #1778 - GiveWP – Form ID token #1762 - Gravity Forms – Entry ID, User IP, Entry submission date and Entry source URL tokens #1777 - MailChimp – Use a token/custom value option for tag-based actions #1695 - WordPress Core – “Send an email” – Support for selecting HTML or plain text format #1729 - WPForms – Entry ID, User IP and Entry submission date tokens #1781 - Zoom Meetings & Webinars – Support for custom registration fields #1352 **Updated:** - Easy Digital Downloads – Number formatting added to amount tokens #1738 - WordPress Core – “A user views a custom post type” – “Any” option added to second dropdown #1749 - Core – Several architectural performance updates #1736 #1721 #1405 **Fixed:** - Recipe Logs – Moved `load_minimal_admin` from `admin_init` to `admin_head` to avoid conflicts #1693 - BuddyBoss – “Send a notification to all members of a group” now lists private and hidden groups #1764 - Easy Digital Downloads – Token “Discount codes” renamed to “Discount codes used” #1701 - Google Sheets – Re-added migration script #1782 - FluentCRM – Do not complete with errors if contact has existing tags #1756 - FluentCRM – “A tag is added to a contact” now fires if the contact is not a WP user #1713 - LearnDash – “A user passes a quiz”: Quiz ID and Quiz URL now parse reliably #1692 - LifterLMS – A user is added to a course now fires when a new user registers #1752 - WordPress – “A user publishes a type of post with a taxonomy term in a taxonomy” now runs reliably #1674 **Plugins:** Lite --- ### [v3.8.1.1](https://automatorplugin.com/changelog/uncanny-automator-3-8-1-1/) **Published:** March 21, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.8.1.1, released March 21, 2022. **Content:** - GoTo Training and GoTo Webinar – PHP Error on some site configurations #1684 **Plugins:** Lite --- ### [v3.8.1](https://automatorplugin.com/changelog/uncanny-automator-3-8-1/) **Published:** March 15, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.8.1, released March 15, 2022. Includes: Added, Fixed. **Content:** **Added:** - BuddyBoss/BuddyPress – Several new tokens #1596 - Friendship trigger: - Friend first name - Friend last name - Friend email - Friend ID - Follower trigger: - Follower first name - Follower last name - Follower email - Follower ID - Easy Digital Downloads – Several new tokens #1575 - Order subtotal - Order tax - Order total - Order discounts - Discount codes used - License key (when software licensing is active) - Payment method - WPLMS – Integration now works with v3.x and v4.x #1462 **Fixed:** - GoTo Training and GoTo Webinar – PHP Error on some site configurations #1684 - Instagram – Improved error messaging when posting an image fails #1682 **Plugins:** Lite --- ### [v3.8.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-3-8-0-1/) **Published:** March 11, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.8.0.1, released March 11, 2022. Includes: Fixed. **Content:** **Fixed:** - Action conditions/filters ignored on some sites #880 **Plugins:** Pro --- ### [v3.8.0.2](https://automatorplugin.com/changelog/uncanny-automator-3-8-0-2/) **Published:** March 11, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.8.0.2, released March 11, 2022. Includes: Fixed. **Content:** **Fixed:** - LearnDash – “A user completes a quiz” – Error on quiz submission on some sites **Plugins:** Lite --- ### [v3.8](https://automatorplugin.com/changelog/uncanny-automator-pro-3-8/) **Published:** March 10, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.8, released March 10, 2022. Includes: New Integration, Added, New Triggers, New Actions, Updated, Fixed. **Content:** **New Integration:** - [MemberPress Courses](https://automatorplugin.com/integration/memberpress-courses/) **Added:** - Amelia – New tokens to support Employee information #843 - Webhooks – New tokens `WEBHOOK_BODY` and `WEBHOOK_SAMPLE` #799 **New Triggers:** - GiveWP – A donation is made via a form for an amount greater than, less than, or equal to an amount #821 **New Actions:** - MemberPress Courses – Reset the user’s progress in a course #806 **Updated:** - Autologin link token no longer generated for Administrator and Editor users #866 - GoTo Training/GoTo Webinar – Moved to Automator free plugin #862 - Tutor LMS – Improved compatibility with Tutor LMS 2.0+ #814 **Fixed:** - Scheduled/conditional actions – PHP error on PHP 8+ #861 - Actions inside a condition block without conditions are now executed as expected - BuddyBoss – “Send a message to all members of a group” now works for hidden and private groups #872 - FluentCRM – Removed WP filter causing duplicate tokens #864 - LifterLMS – “Remove the user from a membership” – Removed “Any membership” #848 - MemberPress – “Remove the user from a membership” – All memberships now appear in dropdown #855 - WordPress Core – “Update the user’s details” – Now requires user details #845 **Plugins:** Pro --- ### [v3.8](https://automatorplugin.com/changelog/uncanny-automator-3-8/) **Published:** March 10, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.8, released March 10, 2022. Includes: New Integrations, New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New Integrations:** - [GoTo Training](https://automatorplugin.com/integration/gototraining/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1551 - [GoTo Webinar](https://automatorplugin.com/integration/gotowebinar/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1551 - [MemberPress Courses](https://automatorplugin.com/integration/memberpress-courses/?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) #1510 **New Triggers:** - MemberPress Courses – A user completes a course #1624 - MemberPress Courses – A user completes a lesson #1623 - Uncanny Groups – A user redeems a Group Key #1476 - Uncanny Groups – A user is registered using a Group Key #1475 **New Actions:** - BuddyBoss – Set the user’s status to a specific status #1547 - GoTo Webinar – Add the user to a webinar (moved from Pro) #1551 - GoTo Webinar – Remove the user from a webinar (moved from Pro) #1551 - GoTo Training – Add the user to a training session (moved from Pro) #1551 - GoTo Training – Remove the user from a training session (moved from Pro) #1551 - MemberPress Courses – Mark a course complete #1622 - MemberPress Courses – Mark a lesson complete #1621 **Added:** - Much improved settings page design and layout #1144 - Amelia – PHP notices when parsing tokens in some instances - Google Sheets – automator\_google\_sheets\_disable\_tokens\_html filter to strip all HTML tags #1604 - Advanced token – Current date (Unix timestamp) #1593 - Advanced token – Current time (Unix timestamp) #1592 - Common token: User reset password URL #1500 - Common token: User IP address – Note: IP address is not stored, and will return “N/A” in scheduled actions #1456 - LearnDash – New token “Passing score %” – Returns value of “Passing score” quiz setting #1523 - LearnDash – “A user completes a lesson” now fires when lesson manually completed by admin on edit user in /wp-admin #1492 **Updated:** - Elementor – Improved performance of form queries #1590 - Gravity Forms – Everyone trigger code update #1612 - Gravity Forms – Logged-in trigger code update #1609 - Instagram – “Publish a photo to an Instagram account” – Updated field labels - Modern Events Calendar – “A user’s booking is completed” – Now fires when a user account is created at time of booking - Renamed GoToTraining/GoToWebinar to GoTo Training/GoTo Webinar **Fixed:** - Actions without conditions can now be dragged #1445 - Scheduled/conditional actions – PHP error on PHP 8+ #1539 - AffiliateWP – Tokens now appear in the Recipe UI #1582 - Amelia – Removed duplicate tokens #1538 - FluentCRM – Removed duplicate tokens #1626 - Google Sheets – “Update a row” action – Now requires a value in the worksheet field #1630 - Gravity Forms – Form ID token now works reliably #1598 - Instagram – “Publish a photo to an Instagram account” – Recipe now runs if Description/Hashtags field is empty - Mailpoet action: “Add a subscriber to a list” – No longer indicates that user data is required #1605 - Mailpoet action: “Add the user to the list” – No longer throws an exception on some sites #1548 - Uncanny Codes – A user redeems a code from a batch – Now fires more reliably - WordPress Core – PHP Warning: Attempt to read property “post\_type” on null in wp-viewpost.php #1567 - Database error: Column meta\_value cannot be null #1565 **Plugins:** Lite --- ### [v3.8.0.1](https://automatorplugin.com/changelog/uncanny-automator-3-8-0-1/) **Published:** March 10, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.8.0.1, released March 10, 2022. Includes: Fixed. **Content:** **Fixed:** - LearnDash – PHP error “is\_ajax” not a function on some sites when Automator marks a course complete **Plugins:** Lite --- ### [v3.7](https://automatorplugin.com/changelog/uncanny-automator-pro-3-7/) **Published:** February 24, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.7, released February 24, 2022. Includes: New Integrations, New Triggers, New Actions, Updated, Fixed. **Content:** **New Integrations:** - [Amelia](https://automatorplugin.com/integration/amelia/) - [Webhooks](https://automatorplugin.com/integration/webhooks/) **New Triggers:** - Amelia – An appointment is booked for a specific service #761 - Amelia – A user books an appointment for a specific service #760 - Webhooks – Receive data from a webhook (Moved from Automator Core) #782 - WooCommerce Subscriptions – A user’s subscription to a specific variation of a variable subscription expires \#795 - WooCommerce Subscriptions – A user renews a subscription to a specific variation of a variable subscription \#794 - WooCommerce Subscriptions – A user’s trial period to a specific variation of a variable subscription expires \#793 - WooCommerce Subscriptions – A user’s subscription to a specific variation of a variable subscription is set to a status #791 **New Actions:** - WordPress Core – Set the featured image of a post #801 - WordPress Core – Move a post to the trash #721 **Updated:** - GamiPress – “Revoke an achievement from the user” now reliably removes the selected/all achievements #777 - Tutor LMS – Improved compatibility with Tutor LMS 2.0+ - WooCommerce – Added Order summary token #763 - WordPress Core – A user’s specific type of post is updated – Updated token labels #510 - Removed Twilio integration (moved to Uncanny Automator (free) 3.7 plugin) #310 **Fixed:** - BuddyBoss – “Create a group” – The “Additional users to add to the group” field now adds additional users to the group as expected #788 - Formidable Forms – All triggers – Added Form ID token #435 - GamiPress – “Revoke points from the user” now revokes the points consistently #805 - LearnDash – “Add the user to a group” – Now throws an error if Group doesn’t exist or is not published #484 - LearnDash – “A user is removed from a group” – Updated hook to fire when user removed from edit user screen \#785 - MailPoet – Remove the user from a list – PHP error #812 - WordPress Core – Multiple triggers now fire reliably when an admin performs a related action in /wp-admin #738 - WordPress Core – “Delete a user” – Now deletes the user as expected #781 - WooCommerce – ShipStation – No longer displays duplicate tokens #433 - WooCommerce Subscriptions – “A user’s subscription to a product is set to a status” now fires reliably #765 - Actions no longer fire twice in Everyone recipes when the user selector does not select a user #762 - Token parsing – ‘0’ and ‘1’ values no longer parse as true or false instead of ‘0’ and ‘1’ #705 **Plugins:** Pro --- ### [v3.7](https://automatorplugin.com/changelog/uncanny-automator-3-7/) **Published:** February 17, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.7, released February 17, 2022. Includes: New Integrations, New Triggers, New Actions, Updated, Fixed. **Content:** **New Integrations:** - [Amelia](https://automatorplugin.com/integration/amelia?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) - [Webhooks](https://automatorplugin.com/integration/webhooks?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) - [Twilio](https://automatorplugin.com/integration/twilio?utm_source=wp_repo_automator&utm_medium=readme&utm_content=changelog) **New Triggers:** - Amelia – An appointment is booked #1421 - Amelia – A user books an appointment #1420 **New Actions:** - Twilio – Send an SMS message to a number - Webhooks – Send data to a webhook (previously in Automator Core) **Updated:** - Facebook Pages – Changed “Share a photo to a Facebook page” to “Publish a post with an image to a Facebook page” #1431 - The Events Calendar/Event Tickets – Added token support for attendee Information #1422 - Tin Canny Reporting – Added support for “Any statement” and “Use a token/custom value” #1409 - Tutor LMS – Improved compatibility with Tutor LMS 2.0+ - Twitter – Renamed “Post a status to Twitter” to “Post a tweet to Twitter” #1404 - WordPress Core – “Create a post” action – Added “Excerpt” field #1372 - WPForms – Added token support for the “file upload” field type #1419 - Common Token – Renamed “User reset password URL” to “User reset password link” #1499 - Recipe UI – Simplified the UI of the condition pills #1448 - Recipe UI – Changed “Use a custom value” to “Use a token/custom value” #1406 - Recipe UI – When multiple triggers from the same integration are used in a recipe, tokens now show trigger ID to avoid ambiguity #979 **Fixed:** - Elementor – “Error: site\_inactive” using an Elementor form to add an attendee to a Zoom Webinar - Facebook – “Share a photo to a Facebook page” action now shows “completed with errors” when an invalid image URL is supplied #1425 - GamiPress – Revoke points from the user not working on some sites #1515 - Google Sheets – “COLUMN\_NAME” erroneously conflicts with MySQL reserve keyword on some environments #1453 - LearnDash – Triggers related to failing a quiz now fire reliably #1513 - PHP Notice: Undefined index: integration\_name in class-usage-reports.php:490 #1508 - Webhooks – “Send data to a webhook” now parses tokens in the Webhook URL field #1465 - WordPress Core – A user’s post receives a comment now fires when an admin replies from /wp-admin #1490 - WordPress Core – Send an email erroneously failing for non-wp\_mail related errors #1423 - WordPress Core – Post URL token now outputs permalink format based on permalink setting #1416 - Recipe UI – Switch fields no longer show two labels in some situations #1410 **Plugins:** Lite --- ### [v3.7.0.1](https://automatorplugin.com/changelog/uncanny-automator-3-7-0-1/) **Published:** February 17, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.7.0.1, released February 17, 2022. Includes: Fixed. **Content:** **Fixed:** - Twilio – Conflict related to moving integration out of Pro **Plugins:** Lite --- ### [v3.6](https://automatorplugin.com/changelog/uncanny-automator-pro-3-6/) **Published:** January 26, 2022 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.6, released January 26, 2022. Includes: New Integrations, New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New Integrations:** - [IFTTT](https://automatorplugin.com/integration/ifttt/) - [Integrately](https://automatorplugin.com/integration/integrately/) - [OptinMonster](https://automatorplugin.com/integration/optinmonster/) **New Triggers:** - BuddyBoss – A user requests access to a private group #657 - BuddyPress – A user requests access to a private group #657 - IFTTT – Receive data from IFTTT webhook #659 - Integrately – Receive data from Integrately webhook #673 - LearnDash – A user’s access to a course expires #713 - OptinMonster – Receive data from OptinMonster webhook #662 - WPForms – A form is submitted with PayPal payment #747 - WPForms – A user submits a form with PayPal payment #597 - WooCommerce Subscriptions – A user’s trial period to a subscription expires #728 **New Actions:** - BadgeOS – Revoke an achievement from the user #685 - BuddyBoss – Send a private message to all members of a group #598 - LearnDash – Remove the Group Leader from a group and all its children #735 - LearnDash – Remove the user from a group and all its children #734 - The Events Calendar – RSVP for an event #675 - WooCommerce Subscriptions – Cancel the user’s subscription to a subscription variation #642 - WordPress Core – Delete a user #647 - WordPress Core – Delete user meta #712 **Added:** - Automator Core – Receive data from a webhook – Support for multi-dimensional data #94 - WooCommerce – Filter `automator_woocommerce_order_item_created_token_parser` #697 - WordPress – A user’s comment on a post receives a reply – Added Post ID and URL tokens #709 **Updated:** - BuddyBoss – Send a notification to all members of a group – #692 - BuddyBoss – A user makes a post to the activity stream of a group – Add Group ID token #687 - Multiple triggers – Added Post excerpt token #664 - `sslverify` re-enabled for `wp_remote_post()` calls #755 **Fixed:** - Automator Core – A user clicks a magic link – Updated token names for consistency #411 - BuddyBoss – A user registers with a specific value in a specific field – Fixed duplicate tokens #412 - BuddyBoss – Send a notification to the user – Notification links are now clickable #710 - BuddyPress: Set the user’s XProfile data – Sentence no longer shows \[object Object\],\[object Object\] after saving the trigger #669 - FluentCRM – A tag is added to a user – Now fires when tags are added via SmartLink #655 - LearnDash – Send an email to the user’s group leader(s) – Now reliably retrieves all Group Leaders of a group \#742 - Ninja Forms – Tokens for checkboxes and multi-select now output as comma-separated lists #689 - WooCommerce – Added line breaks between multiple products in the Order products and quantity token #725 - WordPress Core – Some token values were being parsed as true or false instead of ‘0’ and ‘1’ #705 - WordPress Core – Post URL token now outputs permalink format based on permalink setting #756 - The Events Calendar – A user attends an event – Now fires when a user checks in with the Events Calendar mobile app #682 - The Events Calendar – RSVP on behalf of the user for an event – Now sends ticket email to the user #676 **Plugins:** Pro --- ### [v3.6](https://automatorplugin.com/changelog/uncanny-automator-3-6/) **Published:** January 20, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.6, released January 20, 2022. Includes: New Integrations, New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New Integrations:** - [IFTTT](https://automatorplugin.com/integration/ifttt) #1293 - [Integrately](https://automatorplugin.com/integration/integrately/) #1291 - [Tin Canny Reporting](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/) #1274 **New Triggers:** - ActiveCampaign – A tag is added to a contact #1107, #963 - ActiveCampaign – A tag is removed from a contact #1108, #963 - Tin Canny Reporting – A user attains a score greater than, less than, etc. on a Tin Canny module #438 **New Actions:** - Google Sheets – Update a row in a Google sheet #1083 - IFTTT – Send data to IFTTT webhook #1293 - Integrately – Send data to Integrately webhook #1291 **Added:** - ActiveCampaign – Support for custom fields in “Add a contact/the user to ActiveCampaign” #1209 - Automator Core – Send data to a webhook – Now supports JSON, XML, GraphQL, Text, HTML, `form-data` and `x-www-form-urlencoded` formats #195 - Automator Core – Send data to a webhook – Now supports nested JSON and XML data #195 - Fluent Forms – Form title and Form ID tokens added #804 - Formidable Forms – Form title and Form ID tokens added #827 - Forminator – Form title and Form ID tokens added #1065 - Gravity Forms – Form title and Form ID tokens added #1066 - WPForms – Form title and Form ID tokens added #1386 - WooCommerce – Order summary token #1395 - WordPress Core – A user views a custom post type – Post ID, Title, URL, Image and Excerpt tokens added #800 - Recipe UI – New `apply_filters` added to change the `posts_per_page` parameter when fetching posts #1337 - Advanced Tokens – User meta now returns a comma separated list of values if the meta value is an array #1392 **Updated:** - Divi – Now lists forms in Draft and Private posts #1362 - Elementor – Now lists forms in Draft and Private posts #1362 - Facebook – Renamed to Facebook Pages #1377 - FluentCRM – Actions now add the user as a contact if they do not already exist #1320 - FluentCRM – “A user is set to a specific status – Sentence updated for consistency #798 - LearnDash – Create a group – Changed “Do nothing” to “Do not add the Group Leader role” for clarity #1378 - Tin Canny Reporting – Moved from LearnDash to Tin Canny Reporting integration #1274 - wpForo – “A user creates a new topic in a forum” – Sentence updated for consistency #799 - Support links for Facebook, Instagram, Slack, Google Sheets, Zoom etc. #856 - Actions are no longer automatically set to draft when the corresponding plugin is deactivated and the recipe’s triggers are completed #1361 **Fixed:** - WordPress – “Send an Email” no longer adds an empty BCC recipient on some sites #1373 - Tools > System Report no longer triggers an error on some multisite installs #1366 - Error when removing an action from a recipe when Uncanny Automator Pro is not active #1357 - Pasting a URL into a URL field no longer takes 100% of the browser’s resources #1315 - Google Sheets – Unnecessary API call on recipe UI load #1310 - Contact Form 7 – Tokens for checkbox values now render reliably #1297 - Ultimate Member – Tokens for multiple value fields now render reliably #1294 - Ninja Forms – Tokens for multiple value fields now render reliably #1285 - BuddyBoss – A user replies to a topic in a forum – Forum field is now formatted correctly #802 - Style of links on the Dashboard page #1346 **Plugins:** Lite --- ### [v3.5.2](https://automatorplugin.com/changelog/uncanny-automator-3-5-2/) **Published:** January 5, 2022 **Author:** Saad **Excerpt:** Uncanny Automator 3.5.2, released January 5, 2022. Includes: Updated, Fixed. **Content:** **Updated:** - WordPress Core – Added post excerpt tokens to additional triggers #1261 - ActiveCampaign – Added local tag and list sync for tags, lists and custom contact fields #1208 - HappyForms – Added Form title and ID tokens #794 - Improved recipe UI on sites using an RTL language in /wp-admin #1247 **Fixed:** - WordPress Core – “A user publishes a type of post with a taxonomy term in a taxonomy” now runs more reliably #1305 - Formidable Forms – Image tokens no longer return HTML #1303 - Elementor – File upload field token now renders a value #1283 - FluentCRM Pro – All tag triggers now fire when tags are added via Smart Link #1271 - WordPress Core – “A user views a post” and “A post of a specific type is viewed” no longer triggers on unrelated events in some situations #1192 - JavaScript error on URL fields when populated with postmeta or usermeta tokens #1290 - When “Use a custom value” is selected in a dropdown, the saved value is now displayed when the action is edited #1286 **Plugins:** Lite --- ### [v3.5](https://automatorplugin.com/changelog/uncanny-automator-pro-3-5/) **Published:** December 21, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.5, released December 21, 2021. Includes: New Functionality, New Triggers, New Actions, Updated, Fixed. **Content:** **New Functionality:** - The ability to complete actions conditionally based on specified filter criteria #581 **New Triggers:** - LifterLMS – A user leaves a group #549 - LifterLMS – A user joins a group #548 - The Events Calendar – An attendee is registered for an event - WordPress Core – A user’s specific meta key is updated to a specific value #527 **New Actions:** - WooCommerce – Cancel the user’s subscription to a subscription product #596 **Updated:** - WordPress Core – Added Post excerpt token to some triggers #1164 - Added a button to easily clear license data #594 **Fixed:** - PHP 5.6 fixes #649 - WooCommerce – Tokens now render more reliably #630 - Fluent Forms – JavaScript validation issue when using Fluent Forms tokens in some actions #626 **Plugins:** Pro --- ### [v3.5.1](https://automatorplugin.com/changelog/uncanny-automator-3-5-1/) **Published:** December 21, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.5.1, released December 21, 2021. Includes: Added, Updated, Fixed, Known Issue. **Content:** **Added:** - Ability to delete individual recipe runs from the Recipe log #186 - Ability to clear recipe activity logs from “All recipes” page #186 - “User role”, “Recipe ID”, “Recipe Run #”, “Recipe run # (total)” tokens #1233, #782, #346 - Core support for conditions/filters for actions (Pro feature) #1213, #215 **Updated:** - WordPress Core – “A specific role is added to the user” now runs when role changed to specified role #1199 - WordPress Core – Added Post excerpt token to some triggers #1164 - ActiveCampaign – Actions now support “Use a custom value” for tags and lists - ActiveCampaign – “Add a contact” – Added checkbox: “If the contact already exists, update their info” #1075 - Ninja Forms – Added additional tokens #955 - Added support to parse user meta triggers in Pro #1254 - Removed duplicate HTML license code **Fixed:** - Recipe UI – “Saving title” indicator out of alignment #1246 - Fluent Forms – “A tag is added to the user” now fires in when tags added via Smart Links #1234 - Fluent Forms – JavaScript validation issue when using Fluent Forms tokens in some actions #1216 - Post meta token no longer shows “requires user data” dialog #1231 - Missing icons on Integrations page #1220 - Ultimate Member – Form tokens no longer rendering “UM Form name” instead of correct values #1197 - Automator Core – “A user completes a recipe” – Tokens now provide information from the recipe that was completed to fire the trigger instead of the recipe containing the trigger #796 **Known Issue:** - ActiveCampaign – Maximum 100 tags/lists are listed in the UI. To specify a tag/list that’s not displayed, select Use a custom value and enter the tag/list ID. **Plugins:** Lite --- ### [v3.4](https://automatorplugin.com/changelog/uncanny-automator-pro-3-4/) **Published:** December 8, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.4, released December 8, 2021. Includes: New integration, New Triggers, Updated, Fixed. **Content:** **New integration:** - [Divi](https://automatorplugin.com/integration/divi/) *– New in Pro* **New Triggers:** - Divi Forms: A form is submitted with a specific value in a specific field #353 - Divi Forms: A user submits a form with a specific value in a specific field #352 - LifterLMS – A user is unenrolled from a course #525 - WooCommerce – A user reviews a product with a rating greater than, less than or equal to an amount #260 - WordPress Core – {A specific} role is removed from the user #566 **Updated:** - Elementor Pro – Updated sentence for logged-in trigger to “A user submits a form with a specific value in a specific field” #588 - myCred – Added support for decimal credit values #580 - Improved translation support #568 **Fixed:** - Various form integrations – Triggers missing “Value” label on value field, duplicate tokens displayed in UI \#571, #576, #585, #586, #587, #590 - BuddyBoss – Removed unrelated text from “Set the user’s Xprofile data” #573 - WooCommerce – “A product is purchased in an order” now has more granular completion conditions “completed, paid for, or a thank you page visited” #572 - BuddyBoss – “A user’s account is activated” now logs an error when the activation fails #600 - Added recipe\_log\_id in query filter to avoid unrelated trigger/action runs from showing up in the recipe activity log in some situations #591 - Contact Form 7 – “A form is submitted with a specific value in a specific field” no longer registers tokens twice #587 - Automator Core – “Call a custom function/method” action not appearing on some sites #582 - Auto-pruning false active message for some older installations #610 **Plugins:** Pro --- ### [v3.5](https://automatorplugin.com/changelog/uncanny-automator-3-5/) **Published:** December 2, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.5, released December 2, 2021. Includes: New integration, New Triggers, Added, Updated, Fixed. **Content:** **New integration:** - Divi **New Triggers:** - Divi: {A form} is submitted #729 - Divi: A user submits {a form} #728 **Added:** - Ability to drag and drop to reorder actions – Actions execute in the order displayed on the edit recipe page #1071 - Post meta tokens – Use any meta of any post in an action; also supports basic ACF fields #127 - Automator Setup Wizard #430 - Right-click on the trigger in the token dropdown to automatically add all tokens in a group to an action #1080 - Integrations page for viewing all available integrations #314 **Updated:** - myCred – Support for decimal credit values #1106 - Friendly tokens are now displayed in user selector fields #280 - Code quality improved following WPCS #881 **Fixed:** - Automator Core – Send a webhook now properly records error conditions encountered during send #1162 - HappyForms – Some tokens no longer return boolean values instead of actual values #1161 - AffiliateWP – Referral amount value token now returns correct value on AffiliateWP 2.8+ #1140 - Ultimate Member – Form title now renders reliably #1182 - Ajax auth check now returns an error instead of reloading the recipe page #1086 - Google Sheets – `Utilities.js` console error on some sites #1168 **Plugins:** Lite --- ### [v3.4.0.2](https://automatorplugin.com/changelog/uncanny-automator-3-4-0-2/) **Published:** November 19, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.4.0.2, released November 19, 2021. Includes: Fixed. **Content:** **Fixed:** - Page reload loop when a recipe contains tags #1133 - Google Sheets – API requests that lack required scopes no longer throw an error #1139 - Recipe Log – Activity report no longer shows a previous run’s completion date in some situations #1136 - FluentCRM – “A contact is set to a specific status” now triggers when the contact is set to any status #1115 - FluentCRM – Everyone triggers now correctly populate token values #1115 **Plugins:** Lite --- ### [v3.4.0.1](https://automatorplugin.com/changelog/uncanny-automator-3-4-0-1/) **Published:** November 17, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.4.0.1, released November 17, 2021. Includes: Fixed. **Content:** **Fixed:** - Changed `datetime` to `TIMESTAMP` in database initialization script to support MySQL < 5.6 #1113 - WordPress Core – Create a post – Featured image field no longer required #1112 - Elementor – Form submission now works reliably on larger sites #1109 - Google Sheets – API error on some sites #1024 - Ultimate Member – Token parsing no longer conflicts with tokens for other integrations #1129 **Plugins:** Lite --- ### [v3.4](https://automatorplugin.com/changelog/uncanny-automator-3-4/) **Published:** November 11, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.4, released November 11, 2021. Includes: New integration, New Triggers, Added, Updated, Fixed. **Content:** **New integration:** - [Uncanny Toolkit](https://automatorplugin.com/integration/uncanny-toolkit) #407 **New Triggers:** - Uncanny Toolkit – A Group Leader is imported to a LearnDash group #1043 - Uncanny Toolkit – A user is imported to a LearnDash course #1042 - Uncanny Toolkit – A user is imported to a LearnDash group #1041 - Uncanny Toolkit – A user is imported by the Import Users module #1038 **Added:** - HubSpot – Added option to update existing contacts #1076 - WordPress Core – “A user submits a comment on a post” – Added Comment token #1036 - Popup Maker – Action now fires more consistently across varying site configurations #1034 - WPForms – Added Form title, ID and URL tokens #795 **Updated:** - WordPress Core – Create a post – Added “Featured image” field #463 - WP Job Manager – CV token no longer outputs HTML link #1054 - Tools > Status – Automator Debug Log line now hidden when Automator Debug mode is not enabled #1096 - Tools > Status – Action Scheduler line now hidden when Uncanny Automator Pro is not active #1093 - Improved error messaging when a recipe creation error occurs #730 - Reduced calls to calls to the API on the Dashboard page #947 - Code quality improved following WPCS #879 #878 - Improved placeholder contrast #1098 - Usage tracking data tweaks #1052 **Fixed:** - Automator Core – Receive data from a webhook – Unrelated recipes no longer show “In Progress” on some sites #1022 - HubSpot – Looping issue causing excessive API usage #1095 - GiveWP – Method: get\_input\_fields() – Give Form Field Manager – Fix# 1078 - GiveWP – A donation is made via a form no longer triggers on failed donations #1033 - WP Job Manager – “A user applies for a job” trigger now requires resume add-on #1058 - WP Job Manager – PHP error in some tokens when Resume Manager add-on not active #1059 - WordPress Core – “A post in a specific taxonomy with a specific taxonomy term” Post featured image URL now outputs a URL more consistently #1025 **Plugins:** Lite --- ### [v3.3](https://automatorplugin.com/changelog/uncanny-automator-pro-3-3/) **Published:** October 28, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.3, released October 28, 2021. Includes: New integration, New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New integration:** - [Advanced Custom Fields](https://automatorplugin.com/integration/advanced-custom-fields/) **New Triggers:** - Advanced Custom Fields: A field is updated on a post #134 - MemberPress – A user’s membership to a specific product expires #506 - WooCommerce – A product is purchased in an order #544 **New Actions:** - bbPress – Subscribe the user to a forum #458 - BuddyBoss – Subscribe the user to a forum #458 - BuddyBoss – Follow a user #528 - BuddyBoss – Stop following a user #529 - BuddyBoss – End friendship with a user #532 - BuddyBoss – Send a friendship request to a user #531 - BuddyPress – End friendship with a user #532 - BuddyPress – Send a friendship request to a user #531 **Added:** - LearnDash – Reset the user’s progress in a course – Added option to delete associated Tin Canny data #398 **Updated:** - Miscellaneous sentence and token updates for capitalization, grammar and style consistency #505, #503, #502, \#501, #500, #455 - MEC – A user’s booking of an event is confirmed – Added featured image and featured image url tokens #504 **Fixed:** - GamiPress – PHP error on some sites #521 - Wishlist Member – PHP notices on PHP 8+ #515 **Plugins:** Pro --- ### [v3.3](https://automatorplugin.com/changelog/uncanny-automator-3-3/) **Published:** October 20, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.3, released October 20, 2021. Includes: New integrations, New actions, Added, Updated, Fixed bugs. **Content:** **New integrations:** - [HubSpot](https://automatorplugin.com/integration/hubspot/) – Add contacts and update lists with Uncanny Automator #868 **New actions:** - HubSpot: Add the user to HubSpot #860 - HubSpot: Add the user’s HubSpot contact to a list #863 - HubSpot: Remove a user’s Hubspot contact from a static list #864 - Hubspot: Add a contact to HubSpot #993 - HubSpot: Add a HubSpot contact to a static list #862 - HubSpot: Remove a HubSpot contact from a static list #865 **Added:** - Recipe UI: View completed runs and link to associated logs from edit recipe page **Updated:** - Facebook – Share a photo to a Facebook page – Added text support #768 - Automator Core – Send data to a webhook now supports DELETE and HEAD HTTP methods #982 - Added `automator_wp_admin_header_menu` filter to hide wp admin header menu entry #969 - JS standards #1016 - Modern Events Calendar logo #1001 - Removed integration icons from /dist folder - Recipe UI performance improved by deferring unnecessary API calls #649 **Fixed bugs:** - MemberPress – Tokens now parsed more reliably #1004 - Ultimate Member – Form name no longer rendered if token does not contain a value #1003 - FluentCRM – PHP errors on some site configurations #986, #975 - WordPress Core – Standardized grammar in some trigger options #846 - WordPress Core – Added Post featured image ID and Post featured image URL tokens to “A specific type of post is viewed” #957 - WordPress Core – Role triggers #956 - Switching between Visual/Text tabs in the rich text editor no longer breaks HTML content when tokens used inside HTML element attributes #942 **Plugins:** Lite --- ### [v3.3.0.1](https://automatorplugin.com/changelog/uncanny-automator-3-3-0-1/) **Published:** October 20, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.3.0.1, released October 20, 2021. Includes: Fixed. **Content:** **Fixed:** - Recipe UI – Missing vendor libraries **Plugins:** Lite --- ### [v3.2.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-3-2-0-1/) **Published:** October 6, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.2.0.1, released October 6, 2021. Includes: Updated. **Content:** **Updated:** - WPForms – Cleaned up token parsing #496 - WPForms – Excluded some sensitive fields from token parsing (e.g. password, Stripe, Authorize.net) #496 **Plugins:** Pro --- ### [v3.2.0.2](https://automatorplugin.com/changelog/uncanny-automator-3-2-0-2/) **Published:** October 6, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.2.0.2, released October 6, 2021. Includes: Updated, Fixed. **Content:** **Updated:** - WPForms – Automator integration enhancements #946 - WPForms – Cleaned up token parsing #946 - WPForms – Excluded some sensitive fields from token parsing (e.g. password, Stripe, Authorize.net) #946 - www removed from some references to automatorplugin.com/ #948 **Fixed:** - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy no longer fires when any category is assigned to a post #964 - WPForms – PHP notices on some sites #945 **Plugins:** Lite --- ### [v3.2](https://automatorplugin.com/changelog/uncanny-automator-pro-3-2/) **Published:** October 1, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.2, released October 1, 2021. Includes: Added, New logged-in recipe triggers, New everyone recipe triggers, Updated, Fixed. **Content:** **Added:** - PHP 8 compatibility updates **New logged-in recipe triggers:** - WooCommerce Subscriptions – A user purchases a variable subscription with a variation selected #395 - WordPress Core – A user is created with a specific role #470 **New everyone recipe triggers:** - Automator Core – A magic button is clicked #337 - Automator Core – A magic link is clicked #337 - FluentCRM – A tag is removed from a contact #337 - FluentCRM – A contact is removed from a list #337 - Groundhogg – A tag is added to a contact #337 - Groundhogg – A tag is removed from a contact #337 - WooCommerce – A guest completes, pays for, lands on a thank you page for an order with a product in a category \#351 **Updated:** - Reduced minimum required PHP version to 5.6 #473 - Automator Core – Call a custom function/method and Run a WordPress hook no longer require a user when used in an Everyone recipe #434 - BuddyBoss/BuddyPress – Added “Activity URL” and “Activity stream URL” tokens to relevant triggers #444 - LearnPress – “Enroll the user in a course” updated for compatibility with LearnPress 4.0+ #481 - WooCommerce Subscriptions – “A user purchases a subscription variation” is now “A user purchases a variable subscription” #447 - WooCommerce Subscriptions – “A user purchases a variable subscription” Tokens updated for improved consistency \#316 - WooCommerce – HTML added by WooCommerce now removed from some tokens #443 - Zoom – Removed integration files from pro (now in free version) #309 **Fixed:** - Auto-prune activity logs setting now works reliably #439 - BuddyBoss – “A user updates their profile with a specific value in a specific field” now fires reliably when multiple checkboxes are checked #31929 #465 - BuddyPress – “A user updates their profile with a specific value in a specific field” now fires reliably when multiple checkboxes are checked #31929 #466 - FluentCRM – Tokens now render more reliably #486 - LearnDash – “Send an email to the user’s group leader(s)” now bypasses LearnDash transients #450 - WooCommerce – Variable products and subscriptions now populate in trigger dropdowns more consistently #402 - WooCommerce Memberships – “A user’s access to a membership plan is cancelled” no longer fires in some unexpected situations #366 **Plugins:** Pro --- ### [v3.2.0.1](https://automatorplugin.com/changelog/uncanny-automator-3-2-0-1/) **Published:** October 1, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.2.0.1, released October 1, 2021. Includes: Added, Updated, Fixed. **Content:** **Added:** - PHP 8 compatibility updates #940 **Updated:** - Code quality #938 **Fixed:** - Slack – PHP notices on some sites #939 - Zoom – Fatal error on some site configurations #931 **Plugins:** Lite --- ### [v3.2](https://automatorplugin.com/changelog/uncanny-automator-3-2/) **Published:** September 30, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.2, released September 30, 2021. Includes: New integrations, New actions, New logged-in recipe triggers, New everyone recipe triggers, Added, Updated, Fixed, Developers. **Content:** **New integrations:** - [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) – Add contacts and update contact tags and lists with Uncanny Automator #755 - [Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/)/[Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) – Add and remove users from Zoom meetings and webinars with free credits! #436 **New actions:** - ActiveCampaign – Add the user to ActiveCampaign #756 - ActiveCampaign – Add the user to a list #763 - ActiveCampaign – Remove the user from a list #764 - ActiveCampaign – Add a tag to the user #761 - ActiveCampaign – Remove a tag from the user #758 - ActiveCampaign – Add a contact to ActiveCampaign #760 - ActiveCampaign – Add a contact to a list #765 - ActiveCampaign – Remove a contact from a list #766 - ActiveCampaign – Add a tag to a contact #761 - ActiveCampaign – Remove a tag from a contact #762 - Zoom meetings/webinars – Add an attendee to a meeting #874 - Zoom meetings/webinars – Add an attendee to a webinar #873 - Zoom meetings/webinars – Remove an attendee from a webinar #894 - Zoom meetings/webinars – Remove an attendee from a meeting #893 **New logged-in recipe triggers:** - LearnDash – A user achieves greater than, less than or equal to a number of points on a quiz #834 **New everyone recipe triggers:** - WordPress Core – A specific type of post is viewed #834 - BBPress – A guest creates a topic in a forum #834 - FluentCRM – A tag is added to a contact #834 - FluentCRM – A contact is added to a list #834 - FluentCRM – A contact is set to a specific status #834 - GiveWP – A donation is made via a form #834 **Added:** - Usage tracking – Help us improve Uncanny Automator! To opt-in, visit the Settings page. #870 - Ability to manually prune recipe logs older than a specified number of days #892 - BuddyBoss/BuddyPress – Added Activity Stream URL and Activity URL tokens to relevant triggers #693 - WooCommerce – Product quantity token #852 **Updated:** - Reduced minimum required PHP version to 5.6 #223 - Settings page #433 - Code quality improved #876 **Fixed:** - Contact Form 7 – Trigger now returns a user\_id for actions that require a user object #819 - LearnDash – Quiz score and quiz percentage triggers parsed incorrectly in some recipes #833 - LearnPress – A user is enrolled in a course now fires reliably #822 - Overlapping icons in recipe editor in RTL languages #814 - WordPress – A user publishes a type of post with a taxonomy term in a taxonomy now fires reliably #911 - WordPress – Create a post numeric username fix #900 - BuddyBoss/BuddyPress – User token now renders reliably #869 - Scheduled action value now reflects in UI without refreshing the page #788 - PHP warning: call\_user\_func\_array() expects parameter 1 to be a valid callback on plugin upload #838 **Developers:** - WooCommerce – Filter `automator_woocommerce_custom_item_meta_token_parser` to parse custom item meta #921 - WooCommerce – Filter `automator_woocommerce_custom_order_meta_token_parser` to parse custom order meta #920 - WooCommerce – filter `automator_woocommerce_token_parser` to allow custom order meta parsing #918 **Plugins:** Lite --- ### [v3.1.4](https://automatorplugin.com/changelog/uncanny-automator-3-1-4/) **Published:** September 8, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.1.4, released September 8, 2021. Includes: New Triggers, Added, Fixed. **Content:** **New Triggers:** - Automator Core – A recipe completes with errors a number of times #754 - Automator Core – A recipe completes a number of times #752 - Automator Core – A recipe runs a number of times #751 - Automator Core – A recipe completes with a specific status #726 **Added:** - LearnDash – “User’s quiz percentage” token #809 - LearnDash – “User’s quiz score” token #808 - WooCommerce – “Order quantity” token #733 - WooCommerce – automator\_woo\_multi\_join\_separator filter #790 **Fixed:** - WooCommerce – Order coupon token no longer includes HTML #784 - WooCommerce ⁃ Token no longer returns “Any” instead of value #741 - Woocommerce Memberships – A user is added to a membership trigger now fires more consistently #736 - WordPress Core – Fixed argument count for delete\_post action #783 - wpForo – String escaped in double quotes - Uncanny Continuing Education Credits – Invalid field types #781 - AffiliateWP – “A new affiliate is approved” now fires reliably for automatic approvals #773 - AffiliateWP – “An affiliate makes a referral of a specific type” now fires more consistently #713 - Slack – Channel limit increased from 100 to 1000 #772 - MailChimp – Segments now displayed more consistently in the “Create and send a campaign” action #738 - Google Sheets – Fixed notice and allowed token types #708 - Added missing space to log sentence #277 - Duplicating a recipe results in the same date #811 **Plugins:** Lite --- ### [v3.1.4.1](https://automatorplugin.com/changelog/uncanny-automator-3-1-4-1/) **Published:** September 8, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.1.4.1, released September 8, 2021. Includes: Fixed. **Content:** **Fixed:** - File name change causing fatal error on sites when LearnDash and object caching are enabled #824 **Plugins:** Lite --- ### [v3.1.2](https://automatorplugin.com/changelog/uncanny-automator-pro-3-1-2/) **Published:** August 31, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.1.2, released August 31, 2021. Includes: Triggers Added, Updated. **Content:** **Triggers Added:** - Gravity Forms – A user is registered #369 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a quantity greater than, less than or equal to a quantity of a product #364 **Updated:** - LearnDash – Send a certificate – Recipe no longer shows “in progress” #30874 #392 - “Everyone” recipes no longer show “Completed – do nothing” when the actions are executed #380 - WP Fusion – A tag is added to a user – Now fires more reliably #357 - Automator Pro changes the title of the triggers metabox in an “everyone” recipe to “Anonymous trigger” on page load #349 **Plugins:** Pro --- ### [v3.1.3](https://automatorplugin.com/changelog/uncanny-automator-3-1-3/) **Published:** August 20, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.1.3, released August 20, 2021. Includes: Updated, Fixed. **Content:** **Updated:** - Trigger messaging in “Everyone” recipes to reduce confusion #700 - wpForo – Sentence “Add the user to a group” changed to “Set the user’s primary group” for clarity #689 **Fixed:** - AffiliateWP – “An affiliate makes a referral of a specific type” now fires more reliably #713 - FluentCRM – “A tag is added to a user” now fires more reliably #712 - Image no longer rotated 90 degrees on the dashboard in Safari #705 - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product no longer fires multiple times with a single order #702 - Duplicate recipe not duplicating all items when recipe contains more than 5 triggers or actions #701 - WordPress Core – Send an email – BCC and CC now work as expected #697 - LearnDash – Quiz score token now renders more reliably #695 - When connecting third-party integrations, the second step action button is now disabled if the first step is not yet completed #614 - Form field tokens no longer appear in token dropdown if the source form was deleted #205 **Plugins:** Lite --- ### [v3.1.1](https://automatorplugin.com/changelog/uncanny-automator-pro-3-1-1/) **Published:** August 17, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.1.1, released August 17, 2021. Includes: Updated, Fixed. **Content:** **Updated:** - Added link to install Uncanny Automator in message displayed when Uncanny Automator Pro is activated before Uncanny Automator **Fixed:** - GiveWP – Pro triggers now support tokens for custom fields #343 - Action scheduler library not loading on some sites #341 - Conflict with WooCommerce PayPal Checkout Gateway preventing recipes from loading #330 - Improve compatibility with PHP 7.2 #326 - Grammar fix #281 **Plugins:** Pro --- ### [v3.1.2](https://automatorplugin.com/changelog/uncanny-automator-3-1-2/) **Published:** August 12, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.1.2, released August 12, 2021. Includes: Added, Fixed. **Content:** **Added:** - WordPress Core – A user’s post is set to a specific status – Added post type dropdown #687 - Easy Digital Downloads – Trigger: A user’s Stripe payment for an order is refunded #668 - LearnDash Achievements – Action: Award an achievement #653 **Fixed:** - Forminator – Token no longer shows “Array” instead of the value #655 - Instagram – No longer automatically shows as connected after Facebook connected #627 - Instagram – Removed account thumbnail to reduce API usage #494 - Mailchimp – Groups now load consistently #683 - LearnDash/Tin Canny Reporting for LearnDash – A Tin Can verb is recorded from a Tin Can module – Trigger not firing on some configurations #680 - WordPress Core – Send an email – When multiple email addresses are entered in the To field the action fires as expected #666 - WordPress Core – Send an email – Line breaks disappearing in Send an email action after action is reloaded #587 - Integromat – Send data to Integromat webhook – Uncaught TypeError: Cannot read property ‘ajax’ of undefined #657 - Plugin activation now works more consistently on subfolder sites #678 - Add `plugin_active` override to all Free integrations for backwards compatibility with older Pro versions #662 - Pro logged-in integrations no longer appear in anonymous recipes #586 - PHP Notice: Undefined property: stdClass::$license\_check on some sites #626 **Plugins:** Lite --- ### [v3.1](https://automatorplugin.com/changelog/uncanny-automator-pro-3-1/) **Published:** August 9, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.1, released August 9, 2021. Includes: New Triggers, New Actions, Added, Updated, Fixed. **Content:** **New Triggers:** - Easy Digital Downloads – A product is purchased with a specific discount code #245 - LearnDash – A user is removed from a group #289 - Modern Events Calendar – A user’s booking of an event is confirmed #193 - WordPress Core – A user’s specific type of post is moved to the trash #233 - WordPress Core – A user’s specific type of post is updated #232 - WordPress Core – A user’s specific type of post is set to a status #197 - WordPress Core – A user’s comment on a specific type of post receives a reply #188 - WooCommerce – A user purchases a subscription variation #259 **New Actions:** - Newsletter – Add a subscriber to a list #181 - WordPress Core – Call a custom function/method #131 **Added:** - WordPress Core, Modern Events Calendar and MasterStudy LMS – Featured image tokens in triggers #312 - WordPress Core – A post is updated – Now displays all post types including where public = false #230 - WooCommerce Subscriptions – Next payment date token in triggers #270 - BuddyBoss – Create a group – Added support for specifying a parent group and group type (when enabled in BuddyBoss) #261 - BadgeOS and GamiPress – A user earns an achievement – Added “Any achievement” option #220 **Updated:** - Improved compatibility with PHP 8+ #229 #283 #287 - WordPress Core – Renamed a number of triggers for clarity #238 #156 - WordPress Core – A user’s post is set to a specific status – Add post type dropdown #142 - Events Manager – A user registers for an event with a specific ticket – Updated sentence structure #282 - Removed code for triggers and actions that are now in Uncanny Automator (free) #252 #253 #254 #280 #303 #325 - Improved Automator Pro license page #284 - WooCommerce – Sentence change: A user {{completes, pays for, lands on a thank you page for}} an order with a total {{greater than, less than or equal to}} {{a specific amount}} #269 **Fixed:** - BuddyBoss – Post a reply to a topic in a forum now properly loads the list of forums #170 - WP Fusion – Multiple recipes no longer fire when unrelated tags are applied to the user on some sites #239 - MemberPress – Tokens now work as expected in action fields #236 - Forminator – A user submits a form with specific value in a checkbox field now works as expected #271 - LearnDash – Send an email to the user’s group leader(s) now sends properly formatted emails #265 - Automator Core – Receive data from a webhook no longer includes a line break character when copying the URL \#200 - Automator Core – Could not find Magic LINK ID #318 - WooCommerce – A user completes, pays for, lands on a thank you page for an order paid for with a specific method” keeps turning to draft on editing #313 - Various PHP notices and warnings #234 **Plugins:** Pro --- ### [v3.1.1](https://automatorplugin.com/changelog/uncanny-automator-3-1-1/) **Published:** July 29, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.1.1, released July 29, 2021. Includes: Added, Updated, Fixed. **Content:** **Added:** - Filter `automator_is_integration_plugin_active` to override the active/inactive status of a plugin **Updated:** - Filter `automator_modify_plugin_path` to override the installed path of a plugin - Improved PHP 8.x compatibility - Improved UX when the process of authorizing Uncanny Automator for Facebook is cancelled before completion - Automator icon now appears on admin bar on front end **Fixed:** - PHP error on some sites when Modern Events Calendar Lite is activated - PHP error when Wishlist Member LTD version is installed - Automator dropdown menu no longer appears in the admin bar for non-logged in users when BuddyBoss Platform is installed **Plugins:** Lite --- ### [v3.1](https://automatorplugin.com/changelog/uncanny-automator-3-1/) **Published:** July 28, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.1, released July 28, 2021. Includes: Added, Updated, Fixed. **Content:** **Integrations Added** - [Facebook](https://automatorplugin.com/integration/facebook) #407 - [Instagram](https://automatorplugin.com/integration/instagram) #407 **Moved from Automator Pro** - Google Sheets integration #374 - Slack integration #373 - Mailchimp integration #372 #525 - Anonymous triggers for WP Forms, Formidable Forms, Gravity Forms, Contact Form 7, Ninja Forms, Happy Forms, Fluent Forms, Elementor Forms and Caldera Forms #477 #527 #528 #529 #530 #531 #532 #533 #534 #535 #536 **Actions Added** - Facebook: Publish a post to a Facebook page #407 - Facebook: Share a link with a message to a Facebook page #407 - Facebook: Share a photo to a Facebook page #407 - Instagram: Publish a photo to an Instagram Business account #407 **Added:** - Support for anonymous recipes #477 - Support for userless recipes #398 - Dashboard page #401 - Ability to connect a free Uncanny Automator account for free credits #401 #441 - Twitter: Added image support #305 - Object caching to improve performance #273 - `automator_disable_object_cache` filter to disable object cache #273 - Ability to view info of connected account on settings tab for Twitter, Slack, MailChimp, Google Sheets, Zoom Meetings and Twilio #434 - API communication #526 - Trigger tokens for featured image ID and URL in WordPress Core, MemberPress, WooCommerce, LearnDash, Easy Digital Downloads, The Events Calendar, Events Manager, Modern Events Calendar, LifterLMS, MasterStudy LMS, Tutor LMS, Upsell Plugin and WPLMS integrations #343 **Updated:** - Forminator: Triggers now support for newer versions of Forminator #466 - Removed recipe type column from recipe logs #588 #589 #590 - Core integration files upgraded from 2.x to 3.x code #402 - Improved compatibility with PHP 8+ - WooCommerce: “A user purchases a product” trigger replaced with “A user completes, pays for or lands on a thank you page for an order with a product” for more granular control of the trigger condition #452 - WooCommerce: Removed HTML formatting from tokens #460 - Change filter when recipe items are created to avoid Async conflict in PHP 8.0+ #419 - Twitter: API updated to v2 #524 **Fixed:** - MasterStudy: A user completes a course no longer fires when anything in the course is completed. #278 - FluentCRM: “Any list” option no longer appears in “Add the user to a list” action #307 - WordPress: A user views a post: “Any post” token now returns post instead of -1 #341 - WordPress: Missing endpoint for select post type #432 - Send an email action no longer sends to multiple recipients when the action is run multiple times in the same page load #562 #458 #455 - Recipe auto-population from Uncanny Codes #471 - PHP error: Call to a member function add\_role() on bool in some rare circumstances #495 - Create a user: Default role now matches the default new user role in WordPress settings #576 - “User meta” token evading validation #493 - Some actions no longer show an error in the logs when set to draft #388 **Plugins:** Lite --- ### [v3.0.2](https://automatorplugin.com/changelog/uncanny-automator-pro-3-0-2/) **Published:** June 3, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.0.2, released June 3, 2021. Includes: Fixed. **Content:** **Fixed:** - Send a private message to the user now displays error messages when the action fails - Triggers that don’t explicitly return a logged-in user now fire more reliably - Zoom Meetings/Webinars, GoToWebinar/Training: Use a custom value field now displays token selector - A user’s role changed from a specific role to a specific role now fires consistently - BuddyBoss: Updated sentence Send {a private message} to the user for grammatical consistency - Groundhogg: A tag is added to a user now fires when users are tagged in a funnel - WP Job Manager: Added tokens for Job category and Resume category **Plugins:** Pro --- ### [v3.0.5](https://automatorplugin.com/changelog/uncanny-automator-3-0-5/) **Published:** June 3, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.0.5, released June 3, 2021. Includes: Added, Fixed. **Content:** **Added:** - WP Job Manager: Tokens for job & resume category **Fixed:** - Selectively load < 3.0 Automator Pro to avoid unexpected results **Plugins:** Lite --- ### [v3.0.4](https://automatorplugin.com/changelog/uncanny-automator-3-0-4/) **Published:** June 2, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.0.4, released June 2, 2021. Includes: Updated, Fixed. **Content:** **Updated:** - Administrator users are now excluded from “Create Uncanny Group” action role changes - Code quality improvements **Fixed:** - PHP Fatal error when Uncanny Automator Pro 2.12.1 or earlier is installed and LearnDash and/or BuddyBoss are active - Layout issue with Recipe logs in Safari - Send an email: Error message now correctly indicates if an invalid email address was specified in the To: field - Conditional number check was incorrect for > condition - Caldera Forms: A user submits a form trigger now appears in the trigger list - Admin notices no longer appear in Recipe details modal - A user publishes a type of post with a taxonomy term in a taxonomy: PHP notices - Custom option buttons (e.g. “Get columns” in Google Drive) were not functioning as expected - Redirects not working in some situations - A user publishes a post in a taxonomy with a taxonomy term now fires as expected when a specific taxonomy/term are selected - Double-clicking to copy/paste from a read-only field no long results in CR/LF characters being appended to the string **Plugins:** Lite --- ### [v3.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-3-0-1/) **Published:** May 27, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.0.1, released May 27, 2021. Includes: Fixed. **Content:** **Fixed:** - BuddyBoss: Post a reply to a topic in a forum now correctly retrieves the list of available forums - Modern Events Calendar: Combined helper files - FluentCRM: PHP Notice: Undefined offset in fcrm-tokens.php - FluentCRM: Sentence updated to fix grammatical issue **Plugins:** Pro --- ### [v3.0.3](https://automatorplugin.com/changelog/uncanny-automator-3-0-3/) **Published:** May 27, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.0.3, released May 27, 2021. Includes: Updated, Fixed. **Content:** **Updated:** - Added a default fallback icon for integrations - Improved compatibility with third-party integrations **Fixed:** - Twitter: Restored token support in Status field - Modern Events Calendar: Combined helper files - Gravity Forms: PHP Notice **Plugins:** Lite --- ### [v3.0.2](https://automatorplugin.com/changelog/uncanny-automator-3-0-2/) **Published:** May 21, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.0.2, released May 21, 2021. Includes: Fixed. **Content:** **Fixed:** - WooCommerce Payment Gateways: Compatibility issue on some server configurations **Plugins:** Lite --- ### [v3.0](https://automatorplugin.com/changelog/uncanny-automator-pro-3-0/) **Published:** May 20, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 3.0, released May 20, 2021. Includes: New Integrations, Triggers added, Actions added, Updated, Fixed. **Content:** **New Integrations:** - [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) **Triggers added:** - GamiPress – An achievement is revoked from the user - Modern Events Calendar – A user’s booking of an event is pending - Modern Events Calendar – A user’s booking of an event is cancelled - WooCommerce – A user adds a product to their cart - WordPress Core – A post in a specific status is updated - WordPress Core – A post not in a specific status is updated **Actions added:** - Modern Events Calendar – Register a user for an event - Ultimate Member – Add a role to the user’s roles - Automator Core – Run a WordPress hook **Updated:** - Added Automator 3.0 compatibility - MailPoet – Added checkbox to skip confirmation email when adding users to lists - GoToWebinar – Added the ability to specify webinar using tokens - Popup Maker – Added compatibility with newer versions of Popup Maker - MyCred: Actions now support custom description (where supported) - Support links for all triggers and actions **Fixed:** - BuddyBoss – Set the user’s member type to a specific type now works consistently - Ultimate Member – A user registers with a specific value in a specific field trigger now works with checkbox and role fields - Elementor – Popups now fire more consistently - Fluent Forms – Tokens now work reliably when fields are arranged in columns - Fluent Forms – A specific value in a specific field now works with multi-select and checkbox fields - Ultimate Member – A specific value in a specific field now works with checkbox and role fields - Slack – PHP notices when request on load fails - Slack – PHP Notices when API call fails **Plugins:** Pro --- ### [v3.0](https://automatorplugin.com/changelog/uncanny-automator-3-0/) **Published:** May 20, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.0, released May 20, 2021. Includes: New Integration, New Triggers, Added, Updated, Fixed, Internal. **Content:** **New Integration:** - [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) **New Triggers:** - Modern Events Calendar: A user’s booking of an event is completed - Fluent CRM: A user is set to a specific status - Uncanny Continuing Education Credits: A user earns a number of credits **Added:** - Ability to delay actions or schedule actions for specific dates/times - Ability to set the total number of times a recipe can be run across all users - Ability to use shortcodes in action fields - Ability to duplicate recipes - User-friendly token display and modal dialog for setting usermeta token key - Ability to override token validation and use any token in any field - Ability to view triggers/actions for a recipe run without leaving the recipe log page - Tools section with system report, debug logs and database tools - Draft/live icons to show trigger/action status on the recipe list page - Linked “Completed runs” column in the recipe list to recipe log - Improved error handling on Edit Recipe page - Date and time selector fields - Added filter `automator_mail_wpautop` to disable wpautop - Numerous `apply_filters()` and `do_action()` for code accessibility - Added Automator global functions for code accessibility **Updated:** - Updated the plugin architecture to streamline the addition of new triggers, actions and tokens both internally and for third-party developers - WordPress Core: Send an email: Added From name field - Anonymous recipes now show N/A in run # column - MyCred: Actions now support custom description (where supported) - Improved translation support for trigger and actions sentences that used single quotes - Support links for all triggers and actions - Fallback for database “VIEWS” if db user cannot access or create on server - Tutor LMS: A user completes a course – Add “Any course” option - Integromat: Change action sentence for consistency **Fixed:** - PHP notice when Forminator is active - WP Courseware: A user in enrolled in course now triggers when paid via PayPal IPN - WordPress: A user publishes a type of post no longer fires when post is updated - Integromat: Send data to a webhook: Changed sentence for consistency - Tin Canny Reporting: Triggers now ignore duplicate statements sent by some modules - WordPress: User views a page: PHP notice: Trying to get property ‘ID’ of non-object - GiveWP: Compatibility issue on some environments - WooCommerce Memberships: Add the user to a membership plan now considers current membership **Internal:** - Framework, integration & children structure updated - Improved error handling - Added DB Handlers for Triggers, Actions, Recipes, Tokens and Closures - Added Traits for Closures, Actions, Triggers, Integrations and Tokens - Moved list of pro integrations in to a separate file - Reduced duplicate code and code complexity - Added apply\_filters\_deprecated, do\_action\_deprecated to some functions - Added get\_trigger/action\_meta function - Reorganized folders - Changed `global $uncanny_automator` to `Automator()` - Prefixed most core file types - Moved icons in to integrations - Support for Scheduled actions **Plugins:** Lite --- ### [v3.0.1](https://automatorplugin.com/changelog/uncanny-automator-3-0-1/) **Published:** May 20, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 3.0.1, released May 20, 2021. Includes: Fixed. **Content:** **Fixed:** - FluentCRM – Compatibility issue on some server configurations - Automator Core – Run a WordPress function: invalid argument supplied **Plugins:** Lite --- ### [v2.12.3](https://automatorplugin.com/changelog/uncanny-automator-pro-2-12-3/) **Published:** April 27, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.12.3, released April 27, 2021. Includes: Fixed. **Content:** **Fixed:** - WebToffee’s and WooCommerce Subscription conflict fix #109 - Guzzle Library conflicts with the same library in S3MediaVault, EDD Amazon S3 extension, Google Analytics plugin #25 #104 **Plugins:** Pro --- ### [v2.12.2](https://automatorplugin.com/changelog/uncanny-automator-pro-2-12-2/) **Published:** April 12, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.12.2, released April 12, 2021. Includes: Updated. **Content:** **Updated:** - Strings that include apostrophes are now translatable - Code quality updated **Plugins:** Pro --- ### [v2.12.1](https://automatorplugin.com/changelog/uncanny-automator-pro-2-12-1/) **Published:** April 10, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.12.1, released April 10, 2021. Includes: Fixed. **Content:** **Fixed:** - BuddyBoss: Action throws an error in some environments #73 **Plugins:** Pro --- ### [v2.12](https://automatorplugin.com/changelog/uncanny-automator-pro-2-12/) **Published:** April 9, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.12, released April 9, 2021. Includes: New Integration, Triggers Added, Actions Added, Updated, Fixed. **Content:** **New Integration:** - [Presto Player](https://automatorplugin.com/integration/presto-player/) – *New in Pro* **Triggers Added:** - MemberPress: A user’s membership to a specific product is paused #72 - Presto Player: A user watches at least a specific percentage of a video #19 - Tutor LMS: A user is enrolled in a course now supports “Any course” #51 - WooCommerce Subscriptions: A user subscribes to a product #17 - WooCommerce Subscriptions: A user’s subscription to a product is set to a status #16 **Actions Added:** - BuddyBoss: Send the user a notification #36 - BuddyBoss/BuddyPress: Post a reply to a topic in a forum #15 - BuddyBoss/BuddyPress: Post a topic in a forum #14 - Tutor LMS: Unenroll a user from a course #13 - WordPress Core: Update the content of a post #11 - WordPress Core: Update the slug of a post #10 - WordPress Core: Update the title of a post #8 **Updated:** - Code quality: Replaced deprecated functions #63 - Minor grammatical fixes #61 - Strings that include apostrophes are now translatable #24 - WordPress Core: Action: Update the user – No longer sends password changed email to the user when password is updated #60 - myCred: Added the ability to specify a custom description in supported actions #12 - Updated Composer and removed inner vendor folders, combined in global libraries folder #62 - WooCommerce: Generate and email a coupon code to the user now supports number of days for coupon expiry #18 **Fixed:** - WooCommerce: A guest completes, pays for, lands on a thank you page for an order with a product now triggers reliably #44 - WordPress Core: A user’s post is set to a specific status no longer triggers twice in some environments #39 - Fluent Forms: Fix function does not exist: strtolow() #22 - LearnDash: A user is added to a group – Now fires when users register via Group Registration module (Uncanny Toolkit Pro) #38 **Plugins:** Pro --- ### [v2.11.1](https://automatorplugin.com/changelog/uncanny-automator-pro-2-11-1/) **Published:** March 18, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.11.1, released March 18, 2021. Includes: Updated. **Content:** **Updated:** - Automator Core: Receive data from a webhook now supports security headers - Mailchimp: Limit on records returned from API calls increased to 1000 - Mailchimp: Tag dropdown no longer displays segments **Plugins:** Pro --- ### [v2.11.1](https://automatorplugin.com/changelog/uncanny-automator-2-11-1/) **Published:** March 15, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 2.11.1, released March 15, 2021. Includes: New Triggers, Added, Fixed. **Content:** **New Triggers:** - Uncanny Codes: A user redeems a code from {a batch} **Added:** - Ability to pre-populate a recipe from querystring parameters **Fixed:** - Google Sheets: Some special characters no longer being encoded when sent to a Google Sheet - Gravity Forms tokens in anonymous recipes now populate correctly when a dummy user is selected - GiveWP: Form Field Manager dependency check to avoid an error **Plugins:** Lite --- ### [v2.11](https://automatorplugin.com/changelog/uncanny-automator-2-11/) **Published:** March 9, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 2.11, released March 9, 2021. Includes: New Integrations, New Triggers, New Actions, Updates, Fixes. **Content:** **New Integrations:** - Presto Player - Twitter - WP Simple Pay - WP User Manager **New Triggers:** - Presto Player: A user completes a video - WP User Manager: A user registers with a form - WP User Manager: A user updates their profile photo - WP User Manager: A user removes their profile photo - WP User Manager: A user updates their profile cover image - WP User Manager: A user removes their profile cover image - WP User Manager: A user updates their profile description - WP Simple Pay: A user completes a purchase with a form **New Actions:** - Twitter: Post a tweet **Updates:** - GiveWP: Trigger tokens now include custom fields added via Form Field Manager addon - Core: Review notification changes **Fixes:** - LearnDash: Tokens related to quizzes now work more reliably - Uncanny CEUs: The total number of CEUs earned by a user is greater than or equal to a specific number now fires only when the specified number is reached - MasterStudy LMS integration no longer appears when MasterStudy is not installed - Removed escaping from some strings containing single quotes **Plugins:** Lite --- ### [v2.11](https://automatorplugin.com/changelog/uncanny-automator-pro-2-11/) **Published:** February 25, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.11, released February 25, 2021. Includes: New Integrations, Triggers Added, Actions Added, Updated, Fixed. **Content:** **New Integrations:** - [MailChimp](https://automatorplugin.com/integration/mailchimp/) - [Slack](https://automatorplugin.com/integration/slack/) - [WP User Manager](https://automatorplugin.com/integration/wp-user-manager/) **Triggers Added:** - WooCommerce: A user completes, pays for, lands on a thank you page for an order paid for with a specific method - WP User Manager: A user registers using a form with a specific value in a specific field - WP User Manager: A user is approved - WP User Manager: A user is rejected - WP User Manager: A user verifies their email address - WP User Manager: A user updates their account information - WP User Manager: A user joins a group - WP User Manager: A user leaves a group - WP User Manager: A user is approved to join a private group - WP User Manager: A user is rejected from joining a private group **Actions Added:** - AffiliateWP: Create a referral for a specific affiliate - Mailchimp: Add the user to an audience - Mailchimp: Add a tag to the user - Mailchimp: Remove a tag from the user - Mailchimp: Add a note to the user - Mailchimp: Unsubscribe the user from an audience - Mailchimp: Create and send a campaign - Slack: Send a message to a channel - Slack: Create a channel - Slack: Send a direct message to a Slack user - WordPress Core: Set a post to a status **Updated:** - Action: Update user now ignores admin users - Google Sheets: Authentication method updated - Google Sheets: Google API redirect parameters changed to resolve conflict with Google Apps Login plugin - License key no longer visible when license is deactivated - WooCommerce Memberships: Name changed to Woo Memberships - WooCommerce triggers: Tokens now include unformatted variants for currency amounts - WordPress Core: Incoming webhooks now support multidimensional input to json output - Internal code updates **Fixed:** - Elementor: A user submits a form with a specific value in a specific field now works correctly with checkbox fields - Fluent Forms: A user submits a form with a specific value in a specific field now works for fields inside containers - Google Sheets: Safari users unable to select a worksheet - Receive data from a webhook/Zapier: Get samples function now expires as expected after 60 seconds - WordPress Core: A user submits a comment on a post: Now shows the human-readable post type name **Plugins:** Pro --- ### [v2.10.2](https://automatorplugin.com/changelog/uncanny-automator-2-10-2/) **Published:** February 24, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 2.10.2, released February 24, 2021. Includes: Updated, Fixed. **Content:** **Updated:** - WooCommerce triggers: Tokens now include unformatted variants for currency amounts - WooCommerce Memberships: Name changed to Woo Memberships - Internal code updates **Fixed:** - MailPoet: Add a subscriber to a list action now works when the user already exists on a default list - MailPoet: Issue with multi-select fields updated via AJAX - MemberPress: A user purchases a recurring subscription now fires consistently - PHP notices/warnings when using an invalid trigger ID in tokens - WooCommerce Memberships: A user is added to a membership plan now also fires when a user is manually added to a membership by an admin - WP Job Manager: A user submits a specific type of job now also fires when when jobs are submitted via the admin dashboard **Plugins:** Lite --- ### [v2.10](https://automatorplugin.com/changelog/uncanny-automator-pro-2-10/) **Published:** January 27, 2021 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.10, released January 27, 2021. Includes: New Integrations, Triggers Added, Actions Added, Updated, Fixed. **Content:** **New Integrations:** - [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) – *New in Pro* - [Google Sheets](https://automatorplugin.com/integration/google-sheets/) - [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/) *– New in Pro* - [Restrict Content](https://automatorplugin.com/integration/restrict-content/) – *New in Pro* - [WooCommerce Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) – *New in Pro* - [WooCommerce ShipStation](https://automatorplugin.com/integration/woocommerce-shipstation/) – *New in Pro* - [WP Polls](https://automatorplugin.com/integration/wp-polls/) – *New in Pro* **Triggers Added:** - AffiliateWP – An affiliate refers a sale of a WooCommerce product - AffiliateWP – An affiliate refers a sale of a MemberPress product - AffiliateWP – An affiliate refers a sale of an Easy Digital Downloads product - AffiliateWP – An affiliate’s referral of a specific type is paid - AffiliateWP – An affiliate’s referral of a specific type is rejected - BuddyBoss – A user joins a private group - BuddyBoss – A user makes a post to the activity stream of a group - BuddyBoss – A user updates their profile with a specific value in a specific field - BuddyPress – A user joins a private group - BuddyPress – A user makes a post to the activity stream of a group - BuddyPress – A user updates their profile with a specific value in a specific field - Fluent Forms – A form is submitted with a specific value in a specific field - GiveWP – A user continues a recurring donation - MemberPress – A user’s membership to a specific product is cancelled - MasterStudy LMS – A user achieves a percentage greater than, less than or equal to a value on a quiz - Restrict Content – A user’s membership to a specific level is cancelled - Restrict Content – A user’s membership to a specific level expires - WooCommerce Memberships – A user’s access to a membership plan is cancelled - WooCommerce Memberships – A user’s access to a membership plan expires - WooCommerce ShipStation – An order with a total greater than, less than or equal to a specific amount is shipped - WooCommerce ShipStation – An order with a specific product is shipped - WordPress – A user’s profile field is updated - WordPress – A user’s specific meta key is updated - WordPress – A user’s role changes from a specific role to a specific role - WP Job Manager – A user updates a job - WP Job Manager – A user’s job is filled - WP Job Manager – A user’s application is set to a specific status - WP Job Manager – An application is received for a job of a specific type - WP Polls – A user submits a poll with a specific choice selected **Actions Added:** - AffiliateWP – Create a referral for the user - BuddyBoss – Create a group - BuddyBoss – Set Xprofile data - BuddyPress – Create a group - BuddyPress – Set Xprofile data - Google Sheets – Create a new row in a sheet - MasterStudy LMS – Mark a quiz complete for the user - MasterStudy LMS – Mark a lesson complete for the user - MasterStudy LMS – Reset the user’s progress in a course - MasterStudy LMS – Mark a lesson not complete for the user - Restrict Content – Remove the user from a membership level - WooCommerce – Generate and email a coupon code to the user - WooCommerce Memberships – Remove the user from a membership plan **Updated:** - Anonymous Recipes – Forms with a specific value now triggers reliably when multiple recipes use the same trigger - Edit Flow – Added support for custom statuses - Elementor – Anonymous trigger sentence - Events Manager – Tokens now parses reliably - HappyForms – Sentence change - LearnDash – A user submits and assignment for a lesson or topic now lists both lessons and topics - Pro label missing from Pro Triggers/Actions - Tutor LMS – Enroll a user in a course – Added “All courses” option - WooCommerce – Added readable text for conditional tokens - WooCommerce – Tokens added for Review and Rating triggers - WordPress – A post in a specific taxonomy is updated trigger now supports additional options - wpForo – Tokens now parses reliably - WordPress – Update the user – No longer sends password changed email to the user when password is updated - Zoom – Updated authentication method **Fixed:** - BuddyBoss – User registers with a specific value in a specific form now triggers reliably - BuddyBoss – PHP Error: Call to undefined function when BuddyBoss doesn’t load member functions - Core: Undefined index: main - Core: Typo in namespace - Events Manager – Trigger: A user unregisters from an event now runs reliably - Events Manager – RSVP information now submits reliably on users behalf - Fluent Forms – Sentence now properly updates with selected values - Fluent Forms – Anonymous form now triggers reliably - Elementor and Happy Forms – Anonymous trigger sentences updated - Formidable Forms – Form fields now load reliably when Happy Forms is activated - GamiPress – A user earns a specific number of points – Added blue box for number - LearnDash – Remove the user from a group – “Any Group” option removed - LearnDash – A user submits an assignment for a lesson or topic now displays lessons and topics with assignments - WooCommerce – Added additional checks to prevent triggers from firing multiple times - WooCommerce – Order status conditions now display human-readable versions - WordPress – “A user’s post is set to Status” now supports all registered post statuses **Plugins:** Pro --- ### [v2.10.1](https://automatorplugin.com/changelog/uncanny-automator-2-10-1/) **Published:** January 27, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 2.10.1, released January 27, 2021. Includes: Updated, Fixed. **Content:** **Updated:** - Core: Updates to repeater field UI to support Google Sheets integration in Automator Pro - Core: Minor sentence updates - Tutor LMS: Enroll a user in a course now has an “All courses” option **Fixed:** - Core: “Any option” trigger token saving values twice - WordPress Core: Send an email action no longer generating extraneous password reset links - WooCommerce: WC Ajax hook exception **Plugins:** Lite --- ### [v2.10](https://automatorplugin.com/changelog/uncanny-automator-2-10/) **Published:** January 5, 2021 **Author:** Saad **Excerpt:** Uncanny Automator 2.10, released January 5, 2021. Includes: New Integrations, New Triggers, New Actions, Added, Updates, Fixes. **Content:** **New Integrations:** - AffiliateWP - WooCommerce ShipStation - WooCommerce Memberships - WP Polls **New Triggers:** - AffiliateWP – A user becomes an affiliate - AffiliateWP – A new affiliate is awaiting approval - AffiliateWP – A new affiliate is approved - AffiliateWP – An affiliate makes a referral of a specific type - WooCommerce ShipStation – An order is shipped - WooCommerce Memberships – A user is added to a membership plan - WordPress – A user role is added - WordPress – A user role is updated - WP Polls – A user submits a poll **New Actions:** - Restrict Content Pro – Add the user to a membership level - WooCommerce Memberships – Add the user to a membership plan **Added:** - WP Foro tokens - Automator UI will no longer show deprecated triggers - BuddyBoss + BuddyPress Activity content and ID as trigger tokens **Updates:** - bbPress – A user creates a topic in a forum – Added “Any forum” option - Some trigger sentence updates - Transient’s key name updated from general post\_type to md5 post\_type to avoid conflicts in trigger options **Fixes:** - Automator review banner’s X now hides the banner permanently - BuddyBoss – Social network profile token now works reliably - Event Manager – Fixed notices - Fluent Forms no longer shows as an available integration when only Fluent CRM is installed - LearnDash – Quiz id is now passed for token parsing - MasterStudy LMS tokens now return the proper value when “Any \_\_\_\_\_\_” (course, lesson, quiz) is selected - PHP Notice: Undefined index: uniqElKey - Uncanny Continuing Education Credits – Award a number of custom CEUs to the user now working as expected - Uncanny Codes – Prefix/Suffix triggers now fire more reliably when used in multiple recipes - WP Foro – PHP Notice: Undefined index: post - WP Fusion triggers/actions now list tags as expected on all sites - WP Job Manager now fires more reliably when a job listing is posted by the user **Plugins:** Lite --- ### [v2.9](https://automatorplugin.com/changelog/uncanny-automator-pro-2-9/) **Published:** November 24, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.9, released November 24, 2020. Includes: New Integrations, Triggers Added, Actions Added, Updated, Deprecated, Fixed. **Content:** **New Integrations:** - [Events Manager](https://automatorplugin.com/integration/events-manager/) – *New in Pro* - [Newsletter](https://automatorplugin.com/integration/newsletter/) - [WP LMS](https://automatorplugin.com/integration/wp-lms/) – *New in Pro* - [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) – *New in Pro* **Triggers Added:** - Events Manager – A user registers for an event with a specific ticket - Events Manager – A user unregisters from an event - FluentCRM – A user is removed from a list - FluentCRM – A tag is removed from a user - Newsletter – A subscription form is submitted with a specific list selected - WooCommerce – A user reviews a product - WooCommerce – A user’s review of a product is approved - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product - WooCommerce – A user completes, pays for, lands on a thank you page for an order with total greater than, less than or equal to an amount - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product in a category - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a product with a tag - WooCommerce – A user completes, pays for, lands on a thank you page for an order with a specific quantity of a product - WooCommerce – A guest completes, pays for, lands on a thank you page for an order with a product - WordPress Core – A post is moved to the trash - WordPress Core – A guest comment is submitted on a post - WordPress Core – A guest comment on a post is approved - WP Job Manager – A user’s application to a specific type of job is set to a specific status - WP Job Manager – A user receives an application to a specific type of job - WP Job Manager – A user marks a specific type of job as filled - WP Job Manager – A user marks a specific type of job as not filled **Actions Added:** - BuddyBoss/BuddyPress – Add a post to the user’s activity stream - BuddyBoss/BuddyPress – Add a post to the activity stream of a group - BuddyBoss/BuddyPress – Add a post to the sitewide activity stream - BuddyBoss/BuddyPress – Send a private message to the user - Elementor – Show a popup to the user - Events Manager – Unregister the user from an event - FluentCRM – Remove a tag from a user - FluentCRM – Remove the user from a list - MyCred – Reduce the user’s rank for a specific type of points - MyCred – Increase the user’s rank for a specific type of points - Paid Memberships Pro – Add the user to a membership level - Paid Memberships Pro – Remove the user from a membership level - WP Foro – Remove the user from a group - WP LMS – Enroll the user in a course **Updated:** - BuddyBoss/BuddyPress – A user leaves a group now fires when an admin manually removes a user from a group - GiveWP – Triggers now include billing address fields as tokens - MemberPress – Add the user to a membership now allows the user to inherit the expiry settings set in the membership - WooCommerce – User purchases a product in a category/with a tag now include all billing field tokens - WordPress Core – A comment on a post is approved now passes the user’s comment as a token - WP Foro – Triggers now pass posted content as a token **Deprecated:** - WooCommerce – A user purchases a product - WooCommerce – A product is purchased via guest checkout - WooCommerce – A user purchases a product in a category - WooCommerce – A user purchases a product with a tag **Fixed:** - BuddyBoss/BuddyPress – Posts made to the activity stream of a private group are no longer visible on the sitewide activity stream - BuddyBoss/Buddypress – PHP error on member functions not loaded - Contact Form 7 – Triggers now fire as expected on specific values in checkbox fields - Fluent forms – Triggers now fire only on the selected form - Fluent forms – Plugin active condition changed from wpFluent to FLUENTFORM to avoid conflict with FluentCRM - WooCommerce – Product variation token now returns variation name - WordPress Core – A comment on a post is approved now returns the correct post title when “Any post” is selected - WordPress Core – Relevant triggers are now automatically migrated to Automator Core even if in draft status - WP Fusion – Tags are now loading consistently on all site configurations - Zoom – Improved authentication process **Plugins:** Pro --- ### [v2.9](https://automatorplugin.com/changelog/uncanny-automator-2-9/) **Published:** November 3, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.9, released November 3, 2020. Includes: New Integrations, Triggers Added, Actions Added. **Content:** **New Integrations:** - FluentCRM - MasterStudy LMS - Restrict Content Pro - Uncanny Continuing Education Credits - WP Job Manager **Triggers Added:** - Automator Core – A user completes a recipe - BuddyBoss – A user creates a topic in a forum - BuddyBoss – A user replies to a topic in a forum - FluentCRM – A tag is added to a user - FluentCRM – A user is added to a list - MasterStudy LMS – A user completes a course - MasterStudy LMS – A user completes a lesson - MasterStudy LMS – A user passes a quiz - MasterStudy LMS – A user fails a quiz - MasterStudy LMS – A user is enrolled in a course - Restrict Content Pro – A user purchases a membership level - Uncanny Continuing Education Credits – A user earns a specific number of credits - WP Job Manager – A user submits a specific type of job - WP Job Manager – A user submits a resume - WP Job Manager – A user applies for a job **Actions Added:** - FluentCRM – Add a tag to the user - FluentCRM – Add the user to a list - MasterStudyLMS – Mark a course complete for the user - Uncanny Continuing Education Credits – Award a number of custom credits to the user **Updates**: - WP Fluent Forms integration renamed to Fluent forms - Fluent Forms: “Numeric” field type now available as tokens in integer type action fields - Trigger: LearnDash – A verb is recorded from a Tin Canny module – Created separate tokens for lesson and topic - Default number of times a recipe will run per user is now Unlimited instead of 1 - New triggers and actions added to a recipe now default to Live status when the recipe is in Draft status - Trigger: The Events Calendar – A user registers for an event now includes the option “Any event” - Improved compatibility with Events Manager Zoom and Schema & Structured Data for WP & AMP plugins - Trigger: WordPress Core – A user creates a post changed to A user publishes a type of post with a taxonomy term in a taxonomy - Trigger: WordPress Core – A user comments on a post – Added Post Type selector - Automator log tables structure updates **Fixes**: - Fluent forms triggering any form without checking form ID - Elementor – Checkbox field tokens now return all selected values - WP Courseware – User completes a module – Tokens now resolve values correctly - “Use a custom value” no longer appears multiple times in a dropdown while the action UI is fetching values - Multi-select fields now show a comma-separated list of values when appearing in a trigger or action sentence - First recipe attempt after truncation of recipe log table or purge of recipe logs now completes successfully - MySQL 8.x recipe table AUTO INCREMENT issue - Triggers/actions moved between integrations are now updated in recipes that are set to draft status - Recipes with multiple triggers now resolve tokens properly for all triggers - Actions in draft status no longer log an entry in the Action log - Action: LearnDash – Mark a lesson complete for the user – No longer includes the option “Any lesson” - Trigger: WordPress Core – A user is created – Now fires more reliably - LearnDash – Triggers/Actions now load all child objects instead of first 20 only - PHP Notice: Undefined index in automator-recipe-helpers.php on line 328 **Plugins:** Lite --- ### [v2.8.3](https://automatorplugin.com/changelog/uncanny-automator-2-8-3/) **Published:** October 15, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.8.3, released October 15, 2020. **Content:** - Fixed: Token QUIZPERCENT for A user achieves a percentage greater than, less than or equal to a value on a quiz - Fixed: Incorrect namespace on helper files for some integrations **Plugins:** Lite --- ### [v2.8](https://automatorplugin.com/changelog/uncanny-automator-pro-2-8/) **Published:** October 14, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.8, released October 14, 2020. **Content:** - Added: Trigger: GiveWP – A user cancels a recurring donation - Added: Anonymous Trigger: GiveWP – A donation form is submitted - Added: Action: GiveWP – Add a note to a donor - Added: Action: TutorLMS – Reset the user’s progress in a course - Added: Trigger: WishList Member – A user submits a registration form - Added: Trigger: WishList Member – A user submits a registration form with a specific value in a specific field - Added: Action: WishList Member – Remove the user from a membership level - Added: Trigger: BuddyPress – A user’s connection request is accepted - Added: Trigger: BuddyPress – A user registers with a specific value in a specific field - Added: Trigger: BuddyPress – A user’s member type is set to a specific type - Added: Action: BuddyPress – Set the user’s member type to a specific type - Added: Trigger: BuddyBoss – A user’s connection request is accepted - Added: Trigger: BuddyBoss – A user registers with a specific value in a specific field - Added: Trigger: BuddyBoss – A user registers a new account via an email invitation - Added: Trigger: BuddyBoss – A user activates a new account via an email invitation - Added: Trigger: BuddyBoss – A user’s email invitation results in a new member activation - Added: Trigger: BuddyBoss – A user’s email invitation results in a new member registration - Added: Trigger: BuddyBoss – A user’s member type is set to a specific type - Added: Action: BuddyBoss – Set the user’s member type to a specific type - Added: Trigger: WordPress Core – A user’s post is set to a specific status - Added: Trigger: WordPress Core – A post in a specific taxonomy is updated - Added: Trigger: WordPress Core – A user’s comment on a post is approved - Added: Trigger: Elementor – A user submits a form with a specific value in a specific field - Added: Anonymous Trigger: Elementor – A user submits a form - Added: Anonymous Trigger: Elementor – A user submits a form with a specific value in a specific field - Added: Action: MailPoet 3 – Remove a subscriber from a list - Added: Action: MailPoet 3 – Remove the user from a list - Added: Trigger: Integromat – Receive data from Integromat webhook - Added: Trigger: Happy Forms – A user submits a form with a specific value in a specific field - Added: Anonymous Trigger: Happy Forms – A form is submitted - Added: Anonymous Trigger: Happy Forms – A form is submitted with a specific value in a specific field - Updated: Renamed WP Fluent Forms to Fluent Forms - Fixed: PHP error Uncanny\_Automator\_Pro\\stdClass not found when transients are disabled - Fixed: Fluent Forms – Anonymous triggers now fire consistently **Plugins:** Pro --- ### [v2.8.2](https://automatorplugin.com/changelog/uncanny-automator-2-8-2/) **Published:** October 14, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.8.2, released October 14, 2020. **Content:** - Added: Additional tokens for GiveWP triggers - Update: Renamed WP Fluent Forms to Fluent Forms - Updated: Twilio API – Folders now excluded from loader - Updated: Added compatibility with Phlox theme - Fixed: Description on Password field in Anonymous Recipe User Selector updated to reduce confusion (Uncanny Automator Pro only) - Fixed: Integromat – Namespace in helper file use statement - Fixed: Child dropdown values now load previously saved values when editing recipes **Plugins:** Lite --- ### [v2.7.1](https://automatorplugin.com/changelog/uncanny-automator-pro-2-7-1/) **Published:** October 1, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.7.1, released October 1, 2020. **Content:** - Updated: Added support for redis caching when listening for webhook samples - Updated: Performance optimizations **Plugins:** Pro --- ### [v2.8.1](https://automatorplugin.com/changelog/uncanny-automator-2-8-1/) **Published:** October 1, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.8.1, released October 1, 2020. **Content:** - Added: WooCommerce token: Order product links - Updated: Performance optimizations - Fixed: Elementor – PHP warning: Invalid argument supplied foreach() - Fixed: PHP Uncaught Error: Call to undefined method in Automator Core trigger on activation for some environments **Plugins:** Lite --- ### [v2.8](https://automatorplugin.com/changelog/uncanny-automator-2-8/) **Published:** September 24, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.8, released September 24, 2020. **Content:** - New Integration: BuddyBoss - New Integration: Elementor - New Integration: Events Manager - New Integration: HappyForms - New Integration: Integromat - New Integration: MailPoet 3 - Added: Action: MailPoet 3 – Add the user to a list - Added: Action: MailPoet 3 – Add a subscriber to a list - Added: Trigger: HappyForms – A user submits a form - Added: Trigger: BuddyBoss – A user updates their profile - Added: Trigger: BuddyBoss – A user updates their avatar - Added: Trigger: BuddyBoss – A user replies to a topic in a forum - Added: Trigger: BuddyBoss – A user accepts a friendship request - Added: Trigger: BuddyBoss – A user sends a friendship request - Added: Trigger: BuddyBoss – A user gains a new follower - Added: Trigger: BuddyBoss – A user sends an email invitation - Added: Trigger: BuddyBoss – A user posts activity to their stream - Added: Action: BuddyBoss – Add the user to a group - Added: Trigger: BuddyBoss – A user activates their account - Added: Trigger: BuddyPress – A user updates their profile - Added: Trigger: BuddyPress – A user updates their avatar - Added: Trigger: BuddyPress – A user accepts a friendship request - Added: Trigger: BuddyPress – A user sends a friendship request - Added: Trigger: Elementor – A user submits a form - Added: Action: Integromat – Send a webhook to Integromat - Added: Trigger: Events Manager – A user registers for an event - Added: Trigger: WordPress Core – A user creates a post - Added: Trigger: Automator Core – A user completes a recipe - Added: Ability to use a token from a trigger as a custom value in actions - Fixed: Trigger: The Events Calendar – A user registers for an event now fires reliably when ticket is purchased via WooCommerce - Fixed: Logic issue in “Log the user in” option in Anonymous recipes (Automator Pro only) - Fixed: WooCommerce triggers – Triggers not firing in some situations - Fixed: WooCommerce triggers – Billing email token can now be used in email address fields - Fixed: Inconsistencies in some trigger/action sentences - Fixed: Incorrect logic in trigger\_meta function affecting custom triggers - Fixed: Trigger section label on first creation of an Anonymous recipe now reads “Anonymous trigger” **Plugins:** Lite --- ### [v2.7](https://automatorplugin.com/changelog/uncanny-automator-pro-2-7/) **Published:** September 17, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.7, released September 17, 2020. **Content:** - Added: Trigger: MyCred – A user earns a rank - Added: Trigger: MyCred – A user’s total balance reaches a number of a specific type of points - Added: Trigger: MyCred – A user’s current balance reaches a number of a specific type of points - Added: Action: LearnDash – Send a Certificate - Added: Trigger: WP Fluent Forms – A form is submitted with a specific value in a specific field - Added: Anonymous Trigger: WP Fluent Forms – A form is submitted - Added: Action: Give – Create a donor - Added: Trigger: Give – A user makes a donation via a form with a specific value in a specific field - Added: Trigger: Give – A user makes a donation via a form for an amount greater than, less than, or equal to a specific amount - Added: Trigger: Formidable Forms – A user updates an entry in a form - Added: Anonymous Trigger: WooCommerce – An guest order’s status changes to a specific status - Added: Trigger: Paid Memberships Pro – A user renews an expired membership - Updated: Action: Tutor LMS – Enroll the user in a course – Updated for compatibility with Tutor LMS version 1.7 - Updated: Action: WordPress Core – Update a user – Default in Role dropdown is now “No change” - Fixed: Ninja Forms, WP Forms – Multiple recipes completing if using a specific value in a specific field with certain field types - Fixed: Action: Ultimate Member – Set the user’s role to a specific role recipe status now shows “Completed with errors” instead of “In progress” if the action encounters an error - Fixed: Trigger: WordPress Core – A post is updated – Post title token now outputs post title - Fixed: Action: LearnDash – Reset course progress for the user – Now deletes all quiz attempts - Fixed: Action: LearnDash – Reset course progress for the user – No longer unenrolls the user from the course **Plugins:** Pro --- ### [v2.7.1](https://automatorplugin.com/changelog/uncanny-automator-2-7-1/) **Published:** September 10, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.7.1, released September 10, 2020. **Content:** - Updated: manage\_options capability now required to manage Automator recipes - Fixed: Action: WordPress – Create a post – Post title no longer replaces spaces with hyphens - Fixed: LearnDash – “Any lesson” option not appearing in lesson dropdown when “Any course” is selected - Fixed: Trigger: WooCommerce – Product tokens now return proper values when “Any product” is selected - Fixed: HTML entity not rendering in Anonymous Recipe user selector UI - Fixed: Learndash triggers: Grammar issue: A user \_\_\_\_\_\_\_\_\_ 1 times changed to A user \_\_\_\_\_\_\_\_\_ 1 time(s) **Plugins:** Lite --- ### [v2.7](https://automatorplugin.com/changelog/uncanny-automator-2-7/) **Published:** August 26, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.7, released August 26, 2020. **Content:** - Added: New Integration – Uncanny Codes - Added: New Integration – Uncanny Groups - Added: New Integration – WP Webhooks - Added: New Integration – Wishlist Member - Added: New Integration – GiveWP - Added: Trigger: Automator Core – An Automator recipe completes with errors - Added: Trigger: Uncanny Codes – A code is redeemed - Added: Trigger: Uncanny Codes – A user redeems a code with a specific prefix - Added: Trigger: Uncanny Codes – A user redeems a code with a specific suffix - Added: Action: Uncanny Groups – Create an Uncanny group - Added: Trigger: WP Webhooks – A webhook trigger is triggered - Added: Trigger: Wishlist Member – A user is added to a membership level - Added: Trigger: Wishlist Member – A user is removed from a membership level - Added: Action: Wishlist Member – Add the user to a membership level - Added: Trigger: GiveWP – A user makes a donation via a form - Added: Action: LearnDash – Create a group - Added: Action: LearnDash – Make the user leader of a group - Updated: All logs now sorted by most recent activity first on initial load - Fixed: Manual sorting in logs now works properly on all columns - Fixed: User ID token now correctly outputs the user’s ID - Fixed: Trigger: MemberPress – A user purchases a one-time membership – Now fires consistently when a user account is created during checkout - Fixed: MySQL 8.x AUTO\_INCREMENT related issues on some server configurations - Fixed: Formidable Forms – Fixed PHP notice on tokens for form name, multi-select field and file upload field - Fixed: Adding a trigger that uses AJAX to load values while another is open no longer causes AJAX to fail on the first trigger **Plugins:** Lite --- ### [v2.6](https://automatorplugin.com/changelog/uncanny-automator-pro-2-6/) **Published:** August 18, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.6, released August 18, 2020. **Content:** - Added: Trigger: LearnDash – A user is unenrolled from a course - Added: Trigger: Automator Core – A user clicks a magic link - Added: Trigger: WP Foro – A user replies to a topic - Added: Action: MyCred – Revoke a number of a specific type of points from the user - Added: Action: MyCred – Revoke all of a specific type of points from the user - Added: Action: MyCred – Revoke a badge from the user - Added: Trigger: Upsell Plugin – A user subscribes to a product - Added: Action: WordPress Core – Update user - Added: New Advanced Token: Automatic login link - Updated: Renamed Uncanny Automator integration to Automator Core - Updated: Moved: Trigger – Receive data from Webhook from WordPress Core to Automator Core - Updated: Moved: Trigger – A user clicks a magic button from WordPress Core to Automator Core - Updated: Logs now use SQL views - Updated: Improved performance - Fixed: Formidable Forms – Form submissions can now fire multiple triggers in the same recipe - Fixed: WordPress Core – New user is created trigger now fires more consistently - Fixed: WordPress Core – Trigger: A post is updated – Dropdown now shows all registered post types - Fixed: Renamed TutorLMS to Tutor LMS - Fixed: WooCommerce – Trigger: A user purchases a product with a tag – Grammatical error fixed - Fixed: Removed redundant data from Action log **Plugins:** Pro --- ### [v2.6.1](https://automatorplugin.com/changelog/uncanny-automator-2-6-1/) **Published:** July 30, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.6.1, released July 30, 2020. **Content:** - Fixed: Updated trigger log query to use wpdb postmeta instead of wp\_postmeta **Plugins:** Lite --- ### [v2.6](https://automatorplugin.com/changelog/uncanny-automator-2-6/) **Published:** July 20, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.6, released July 20, 2020. **Content:** - Added: Upsell Plugin integration - Added: Trigger: Upsell Plugin – A user purchases a product - Added: Action: WordPress Core – Create a post - Added: Action: Groundhogg – Apply a tag to the user - Added: Action: Groundhogg – Remove a tag from the user - Added: Action: Send data to webhook – Now supports headers - Updated: Trigger: Send data to a webhook is now found in the Uncanny Automator integration - Updated: Trigger and Action log entries now display full sentences with saved values - Updated: Further improved performance for BuddyPress, GamiPress, MyCred and BadgeOS users - Updated: Improved consistency of strings across the plugin - Updated: Additional detail is now shown by default in trigger and action logs - Updated: Field label text on webhook actions - Fixed: MemberPress tokens now rendering correct values **Plugins:** Lite --- ### [v2.5.2](https://automatorplugin.com/changelog/uncanny-automator-2-5-2/) **Published:** July 16, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.5.2, released July 16, 2020. **Content:** - Fixed: Recipes set to “Unlimited” times per user now fire correctly **Plugins:** Lite --- ### [v2.5](https://automatorplugin.com/changelog/uncanny-automator-pro-2-5/) **Published:** July 13, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.5, released July 13, 2020. **Content:** - Added: Groundhogg integration - Added: Trigger: Groundhogg – A tag is added to a user - Added: Trigger: Groundhogg – A tag is removed from a user - Added: Twilio integration - Added: Action: Twilio – Send an SMS message to a number - Added: Trigger: WordPress – A post is updated - Added: Trigger: WordPress – A user resets their password - Added: Action: BuddyPress – Remove the user from a group - Added: Trigger: wpForo – A user replies to a topic in a forum - Added: Trigger: WooCommerce – A user purchases a product with {a tag} - Added: Trigger: WooCommerce – A user purchases a product in {a category} - Added: Trigger: WooCommerce – A user purchases {a variable product} with {a variation} selected **Plugins:** Pro --- ### [v2.5.1](https://automatorplugin.com/changelog/uncanny-automator-2-5-1/) **Published:** July 13, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.5.1, released July 13, 2020. **Content:** - Updated: Trigger log now shows trigger run # - Updated: Database structure and added Views for complex queries - Fixed: Number of times not working for some triggers - Fixed: In-progress triggers not showing up in trigger log **Plugins:** Lite --- ### [v2.5](https://automatorplugin.com/changelog/uncanny-automator-2-5/) **Published:** July 2, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.5, released July 2, 2020. **Content:** - Added: WP Foro integration - Added: Trigger: WP Foro – A user creates a new topic in a forum - Added: Action: WP Foro – Set user reputation - Added: Action: WP Foro – Add the user to a group - Added: MyCred integration - Added: Action: MyCred – Award a badge to the user - Added: Action: MyCred – Award a rank to the user - Added: Action: MyCred – Award points to the user - Updated: Improved performance of BuddyPress and GamiPress integrations - Updated: Database code cleanup, table engine switched from myisam to innodb, updated indexes - Fixed: Button on settings pages not showing on mobile - Fixed: Recipe completions with status “Completed with errors” can now be re-completed by the same user (if “Times per user” supports additional completions) **Plugins:** Lite --- ### [v2.4](https://automatorplugin.com/changelog/uncanny-automator-pro-2-4/) **Published:** June 25, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.4, released June 25, 2020. **Content:** - Added: Zoom Webinars integration - Added: Action: Zoom Webinars – Add the user to a webinar - Added: Action: Zoom Webinars – Remove the user from a webinar **Plugins:** Pro --- ### [v2.3](https://automatorplugin.com/changelog/uncanny-automator-pro-2-3/) **Published:** June 22, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.3, released June 22, 2020. **Content:** - Added: GoToWebinar Integration - Added: Action: GoToWebinar – Add the user to a webinar - Added: Action: GoToWebinar – Remove the user from a webinar - Added: GoToTraining Integration - Added: Action: GoToTraining – Add the user to a training session - Added: Action: GoToTraining – Remove the user from a training session - Added: Zoom Meetings Integration - Added: Action: Zoom Meetings – Add the user to a meeting - Added: Action: Zoom Meetings – Remove the user from a meeting - Added: Trigger: TutorLMS – A user is enrolled in a course - Added: Trigger: TutorLMS – A user achieves a percentage greater than, less than or equal to a value on a quiz - Added: Action: TutorLMS – Mark a lesson complete for the user - Added: Action: TutorLMS – Mark a course complete for the user - Added: Action: TutorLMS – Enroll the user in a course - Added: Trigger: BadgeOS – A user earns an achievement - Added: Action: BadgeOS – Revoke a rank from the user - Added: Action: BadgeOS – Revoke a number of a certain type of points from the user - Added: Action: BadgeOS – Revoke all of a certain type of points from the user - Added: Trigger: Magic Button – Tokens – Post ID and Post Title - Fixed: Report filters now loading select2 JavaScript library - Fixed: Report filter conflict with BadgeOS - Fixed: Datepicker on report filters now loading correctly - Fixed: Action log no longer showing duplicate entries for some recipes **Plugins:** Pro --- ### [v2.4.2](https://automatorplugin.com/changelog/uncanny-automator-2-4-2/) **Published:** June 18, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.4.2, released June 18, 2020. **Content:** - Fixed: Ultimate Member – Tokens for select, checkbox and radio fields now pass values properly - Fixed: Trigger/Action values that are very large integers now handled correctly - Fixed: Action log showing duplicate entries for some recipes **Plugins:** Lite --- ### [v2.2.1](https://automatorplugin.com/changelog/uncanny-automator-pro-2-2-1/) **Published:** June 16, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.2.1, released June 16, 2020. **Content:** - Fixed: Anonymous webhook trigger token parsing **Plugins:** Pro --- ### [v2.4.1](https://automatorplugin.com/changelog/uncanny-automator-2-4-1/) **Published:** June 15, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.4.1, released June 15, 2020. **Content:** - Updated: Strings tweaked for improved consistency - Fixed: REST API route for incoming webhook triggers **Plugins:** Lite --- ### [v2.4](https://automatorplugin.com/changelog/uncanny-automator-2-4/) **Published:** June 12, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.4, released June 12, 2020. **Content:** - Added: New Integration – Tutor LMS - Added: New Integration – Fluent Forms - Added: Trigger: Tutor LMS – A user passes a quiz - Added: Trigger: Tutor LMS – A user fails a quiz - Added: Trigger: Tutor LMS – A user attempts a quiz - Added: Trigger: Tutor LMS – A user completes a course - Added: Trigger: Tutor LMS – A user completes a lesson - Added: Trigger: Fluent Forms – A user submits a form - Added: Action: WordPress Core – Create a user - Added: Settings page - Added: Transient cache on edit recipe page to temporarily cache frequent queries (edited) - Fixed: Trigger: Paid Memberships Pro – Membership expires now fires consistently **Plugins:** Lite --- ### [v2.2](https://automatorplugin.com/changelog/uncanny-automator-pro-2-2/) **Published:** June 5, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.2, released June 5, 2020. **Content:** - Added: Anonymous Trigger: WooCommerce – A product is purchased via guest checkout - Added: Anonymous Trigger: Forminator – A form is submitted - Added: Anonymous Trigger: Gravity Forms – A form is submitted with payment - Added: Trigger: WP Fusion/WP Fusion Lite – A tag is removed from a user - Added: Trigger: Ultimate Member – A user registers with a specific value in a specific field - Added: Action: Ultimate Member – Set the user’s role to a specific role - Added: Additional tokens for Woocommerce triggers (e.g. billing details, order notes, order totals) (Requires Uncanny Automator v2.3) - Updated: “Log User In” option no longer appears for webhook triggers - Updated: Improved anonymous token handling for WP Forms, Ninja Forms, Formidable Forms triggers - Fixed: BuddyPress – User joins a group – Group name token now resolves correctly - Fixed: Incorrect validation message on Anonymous recipes when switching the recipe to live in rare situations - Fixed: Magic Button – Improved performance when used in multiple recipes **Plugins:** Pro --- ### [v2.3](https://automatorplugin.com/changelog/uncanny-automator-2-3/) **Published:** June 5, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.3, released June 5, 2020. **Content:** - Added: BadgeOS integration - Added: Action: BadgeOS – Award an achievement to the user - Added: Action: BadgeOS – Award a rank to the user - Added: Action: BadgeOS – Award a number of a certain type of points to the user - Added: Additional tokens for Woocommerce triggers - Added: Post ID is now displayed next to post title in dropdowns **Plugins:** Lite --- ### [v2.2](https://automatorplugin.com/changelog/uncanny-automator-2-2/) **Published:** May 29, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.2, released May 29, 2020. **Content:** - Added: Ultimate Member integration - Added: Trigger: Ultimate Member – A user registers with a form - Added: Trigger: Ultimate Member – A user logs in with a form - Added: Trigger: Ultimate Member – A user becomes inactive - Added: Trigger: Ultimate Member – A user’s role changes to a specific role - Fixed: WP Forms – Trigger tokens not resolving correctly - Fixed: Forminator – Trigger tokens not resolving correctly - Fixed: GamiPress – Award points to user action now accepts tokens - Fixed: Magic Button – Action now fires correctly when multiple recipes are using a Magic Button trigger - Fixed: Edit recipe page no longer reloads if a 403 error is received on an AJAX call **Plugins:** Lite --- ### [v2.1.1](https://automatorplugin.com/changelog/uncanny-automator-pro-2-1-1/) **Published:** May 22, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.1.1, released May 22, 2020. **Content:** - Added: Trigger: bbPress – A user replies to a topic - Added: Trigger: Formidable Forms – A user submits a form with payment - Added: Trigger: Forminator – A user submits a form with a specific value in a specific field - Added: Support for WP Fusion Lite - Updated: Tweaked strings for consistency - Updated: Improved token handling for anonymous recipes - Updated: Menu slug for Settings page - Fixed: “Get Samples” button in receive webhook trigger wouldn’t work detect incoming webhook if recipe was live - Fixed: Removed filter causing issue with Contact Form 7 submission **Plugins:** Pro --- ### [v2.1.5](https://automatorplugin.com/changelog/uncanny-automator-2-1-5/) **Published:** May 21, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.1.5, released May 21, 2020. **Content:** - Added: Paid Memberships Pro integration - Added: WP Fusion Lite integration - Added: Trigger: Paid Memberships Pro – A user purchases a membership - Added: Trigger: Paid Memberships Pro – A user cancels a membership - Added: Trigger: Paid Memberships Pro – A user’s subscription to a membership expires - Added: Trigger: WP Fusion Lite – Add a tag to the user - Updated: Added workaround for Salient theme global CSS in wp-admin **Plugins:** Lite --- ### [v2.1.4](https://automatorplugin.com/changelog/uncanny-automator-2-1-4/) **Published:** May 12, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.1.4, released May 12, 2020. **Content:** - Added: Forminator integration - Added: Trigger: Forminator – User submits a form - Updated: A number of trigger/action sentences for consistency and improved localization - Updated: Renamed Trigger, Action, Recipe “report” to “log” in some places for consistency - Updated: Moved Action Scheduler library to Uncanny Automator Pro - Updated: Additional checks on recipe closures (redirect) when doing\_ajax = true - Updated: Removed placeholders in trigger/action dropdown menus - Updated: Improved token handling for Contact Form 7 triggers - Fixed: Action: LearnPress – Enroll the user in a course not working correctly when course had a price assigned **Plugins:** Lite --- ### [v2.1.2](https://automatorplugin.com/changelog/uncanny-automator-2-1-2/) **Published:** April 16, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.1.2, released April 16, 2020. **Content:** - Fixed: Automator menu entries were behaving inconsistently - Fixed: Undefined offset in automator-utilities.php on some older Automator Lite sites **Plugins:** Lite --- ### [v2.1.3](https://automatorplugin.com/changelog/uncanny-automator-2-1-3/) **Published:** April 16, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.1.3, released April 16, 2020. **Content:** - Fixed: Missing log menu entries **Plugins:** Lite --- ### [v2.1](https://automatorplugin.com/changelog/uncanny-automator-2-1/) **Published:** April 15, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.1, released April 15, 2020. **Content:** - Initial release on WordPress.org - Added: Email type fields in Ninja Forms, Caldera Forms, WP Forms and Formidable Forms now generate tokens for email type fields in Actions - Added: Trigger: LearnDash – A Tin Can verb is recorded from a Tin Can module now generates Course, Lesson and Topic tokens - Added: Global Tokens – Current date, Current time - Added: Category and Tag support for Recipes - Added: Support for redirects after some AJAX triggers including LearnDash quiz and H5P triggers - Added: Support for unlimited triggers per recipe - Updated: Trigger: LearnDash – Mark a course complete moved from Uncanny Automator Pro to Uncanny Automator - Updated: Action: WordPress – Send data to webhook moved from Uncanny Automator Pro to Uncanny Automator - Updated: Action: Zapier – Send data to Zapier moved from Uncanny Automator Pro to Uncanny Automator - Updated: Action: BuddyPress – Add user to a group moved from Uncanny Automator Pro to Uncanny Automator - Updated: automator-options.php file refactored into integration-specific helper files (internal) - Updated: select2 JavaScript library - Updated: Action fields now support multiple tokens per field - Updated: Webhook actions now use WordPress HTTP API instead of cURL - Updated: Most action fields now support the token selector - Updated: Centralized input sanitization functions - Updated: Removed EDD licensing code - Updated: Child posts (triggers, actions, redirects) are now set to draft status when a recipe is moved to the trash - Fixed: Token processing files no longer loading when not necessary - Fixed: Trigger: LearnDash – User completes a topic/User completes a lesson – Course Title token now correctly displays course title - Fixed: Popup Maker – PHP warning: in\_array() expects parameter 2 to be array - Fixed: Trigger: WordPress – User views a page PHP notice on non-post URLs - Fixed: Recipe log database table not created on some sites - Fixed: Trigger: LearnDash – Some quiz triggers were not firing - Fixed: Trigger: All form integrations – Tokens for all form fields now appear even if Automator Pro is not activated - Fixed: Support links on triggers and actions now go to automatorplugin.com/ knowledge base **Plugins:** Lite --- ### [v2.1.1](https://automatorplugin.com/changelog/uncanny-automator-2-1-1/) **Published:** April 15, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.1.1, released April 15, 2020. **Content:** - Updated: Trigger log now shows “(Reactivate Automator Pro to view)” for Automator Pro triggers when Automator Pro is deactivated - Fixed: Trigger: WordPress – User logs in now fires reliably **Plugins:** Lite --- ### [v2.1](https://automatorplugin.com/changelog/uncanny-automator-pro-2-1/) **Published:** April 14, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.1, released April 14, 2020. **Content:** - Added: Action: WordPress – Create Post - Added: Action: WordPress – Set Postmeta - Added: Action: WordPress – Set Usermeta - Added: Action: GamiPress – Revoke all points in a category - Added: Trigger: WooCommerce – Order status changes to \[status\] - Added: Trigger: WooCommerce Subscriptions – User’s subscription expires - Added: Trigger: WooCommerce Subscriptions – User’s subscription is cancelled - Added: Trigger: WooCommerce Subscriptions – User’s subscription is renewed - Added: Trigger: The Events Calendar – User attends an event - Updated: Action: LearnDash – Mark Course Complete now checks for existing successful quiz attempts before creating new ones - Updated: Action: LearnDash – Mark Course Complete now creates passed quiz attempts with a score of 100% instead of 0% - Updated: EDD updater class - Updated: Improved token parsing for anonymous triggers - Updated: Action: Remove role from user – No longer runs on Admin users - Updated: Action: Change user role – No longer runs on Admin users - Fixed: Action: Add role to user – Was not running on Admin users - Fixed: Action: WordPress, Zapier Send Webhook – PHP Notice: Notice: Undefined index: post\_statue - Fixed: Anonymous Trigger: Contact Form 7 – Tokens were not being parsed - Known issue: Ninja forms -> message field does not render in email **Plugins:** Pro --- ### [v2.0.3](https://automatorplugin.com/changelog/uncanny-automator-2-0-3/) **Published:** April 14, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.0.3. **Content:** - Updated: EDD updater class - Updated: WooCommerce – User Purchases a Product trigger now fires more reliably - Updated: Many triggers now include Post ID as token (for future usage in actions) - Updated: GamiPress – Award Points action – Now supports tokens - Fixed: LearnDash – Quiz triggers were not firing on some sites - Fixed: Recipe/trigger/action log filter placeholder text no longer cut off on Chrome on Mac - Fixed: SQL syntax error in uncanny\_automator\\Automator\_Input\_Parser->parse\_vars - Fixed: Select2 dropdowns with placeholders not working correctly in Firefox - Fixed: License activation page would show license as not activated even when activated successfully **Plugins:** Lite --- ### [v2.0.2](https://automatorplugin.com/changelog/uncanny-automator-pro-2-0-2/) **Published:** April 13, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.0.2. **Content:** - Added: Anonymous Recipes – Option to automatically log in newly created users - Updated: LearnDash – Reset Course Progress action – Added support for LearnDash quiz table name change - Updated: WordPress – Set User Meta action – Now supports tokens - Updated: Send data to Zapier/Send data to webhook action – Repeater field added - Updated: Send data to Zapier/Send data to webhook action – Ability to select request method (GET/PUT/POST) **Plugins:** Pro --- ### [v2.0.2](https://automatorplugin.com/changelog/uncanny-automator-2-0-2/) **Published:** April 13, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.0.2. **Content:** Updated – Changed text “Anonymous triggers” to “Anonymous trigger” since Anonymous recipes support only a single trigger Fixed – Recipe log database table not created on some sites, preventing recipes from firing **Plugins:** Lite --- ### [v2.0.1](https://automatorplugin.com/changelog/uncanny-automator-pro-2-0-1/) **Published:** April 12, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.0.1. **Content:** - Fixed: Typo in recipe UI - Fixed: Webhook triggers no longer create log entries for all webhooks when any single webhook is triggered **Plugins:** Pro --- ### [v2.0.1](https://automatorplugin.com/changelog/uncanny-automator-2-0-1/) **Published:** April 12, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.0.1. **Content:** - Updated: Core framework updates to support changes in Pro plugin version 2.0.1 **Plugins:** Lite --- ### [v2.0](https://automatorplugin.com/changelog/uncanny-automator-pro-2-0/) **Published:** April 11, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 2.0. **Content:** - Added: New Anonymous Recipe type – Recipes that can be triggered by any user, including anonymous (not logged-in) users; can create new users or modify existing users. All form submission triggers (Gravity Forms, WP Forms, Formidable Forms, Contact Form 7, Ninja Forms, Caldera Forms) are available for use in Anonymous recipes. - Added: Trigger: WordPress – User is created – Runs on every new user - Added: Trigger: WordPress – Magic Button – Lets users click a button to trigger a recipe, giving Admins an easy way to create custom action buttons. Generates a unique shortcode to output the button that can be placed anywhere. - Added: Trigger: WP Fusion – Tag is added to a user - Added: Trigger: LearnDash – User is enrolled in a course - Added: Trigger: LearnDash – User is added to a group - Added: Action: LearnDash – Mark Topic Not Complete - Added: Action: LearnDash – Mark Lesson Not Complete - Added: Action: WordPress – Send data to Webhook - Added: Trigger (Anonymous): Zapier – Receive data from Zapier - Added: Trigger (Anonymous): WordPress – Receive data from Webhook – Enables integration with many services including IFTTT, Integromat, and other WordPress sites running Uncanny Automator; supports GET, PUT and POST methods - Updated: Gravity Form is submitted with a specific value – Multiselect fields now complete trigger when any of the selected values match the specified value - Updated: Performance settings UI removed and performance settings enabled by default - Updated: Implemented Action Scheduler for scheduled recipe log deletion - Fixed: LearnDash – Reset Course Progress – Fatal error when run on a course with no progress recorded - Fixed: MemberPress – Trigger behavior when upgrading/downgrading memberships - Fixed: Send Data to Zapier Action – No longer outputs data to screen on some servers - Fixed: PHP Notice – Undefined variable time\_to\_complete in automator-utilities.php - Fixed: WP Forms – User submits a form with a specific value – Tokens now available for form data - Fixed: JavaScript conflict with LearnDash ProPanel - Fixed: Missing uap-logs-lite dependency in Query Monitor - Known issue: Triggers are logged for for all recipes containing webhooks when any webhook is triggered **Plugins:** Pro --- ### [v2.0](https://automatorplugin.com/changelog/uncanny-automator-2-0/) **Published:** April 11, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 2.0. **Content:** - Added: Trigger: WordPress – User views a custom post type - Added: MemberPress – All registration form fields now available as tokens - Added: WordPress – User Submits a Comment on a Post – Tokens for author name and author email - Added: Excluded some actions when doing AJAX requests that caused problems; added filter to include additional actions (automator\_post\_actions\_ignore\_list) - Added: {{USERMETA:KEY}} token allows the use of any usermeta value in an action - Added: {{reset\_pass\_link}} token generates a user-specific password reset link - Updated: Placeholder text in “Times per user” field changed to “Unlimited” - Updated: Improved performance - Fixed: LearnPress – User is enrolled in a course trigger now working properly - Fixed: LearnDash – Quiz Triggers were using incorrect parameter values - Fixed: Trigger options now loading as expected on Multisite - Fixed: Fatal error on plugin reactivation if Automator posts are manually deleted from database - Fixed: Recipe completion count on recipe list page now more accurate **Plugins:** Lite --- ### [v1.4](https://automatorplugin.com/changelog/uncanny-automator-pro-1-4/) **Published:** April 10, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 1.4. **Content:** - Added: Action: GamiPress – Revoke points - Added: Action: GamiPress – Revoke an achievement - Added: Action: GamiPress – Revoke a rank - Added: Trigger: LearnDash – User submits a/any assignment - Added: Action: The Events Calendar – RSVP for an event - Added: Action: LearnPress – Remove user from a course - Added: Action: LearnPress – Mark a course complete - Added: Action: Caldera Forms – User submits a form with a specific value - Fixed: Action: Zapier – Send a webhook – Tokens from triggers with “Any” option selected now return a value **Plugins:** Pro --- ### [v1.5.2](https://automatorplugin.com/changelog/uncanny-automator-1-5-2/) **Published:** April 10, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.5.2. **Content:** - Fixed: Removed debugging code and log files **Plugins:** Lite --- ### [v1.3](https://automatorplugin.com/changelog/uncanny-automator-pro-1-3/) **Published:** April 9, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 1.3. **Content:** - Added: Action: LifterLMS – Reset quiz attempts - Added: Action: LifterLMS – Enroll user in a membership - Added: Action: LifterLMS – Remove user from a/all memberships - Added: Action: LifterLMS – Mark a course complete - Added: Trigger: Formidable Forms – User submits a form with a specific value - Added: Trigger: WP Forms User submits a form with a specific value - Added: Trigger: H5P – User achieves a score greater than, less than or equal to X on a quiz - Added: Additional fields to Zapier webhook action **Plugins:** Pro --- ### [v1.5.1](https://automatorplugin.com/changelog/uncanny-automator-1-5-1/) **Published:** April 9, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.5.1. **Content:** - Fixed: Popup Maker – Popups not loading on non-Automator triggers **Plugins:** Lite --- ### [v1.2](https://automatorplugin.com/changelog/uncanny-automator-pro-1-2/) **Published:** April 8, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 1.2. **Content:** - Added: Action: Remove Role - Added: Trigger: GamiPress – User earns a number of points - Added: Trigger: GamiPress – User attains a rank - Added: Trigger: GamiPress – User earns an achievement - Added: Trigger: Ninja Forms – User submits a form that contains a value - Added: Action: MemberPress – Remove user from a/all membership(s) - Added: Action: MemberPress – Add user to a membership - Added: Action: Popup Maker – Show popup to user **Plugins:** Pro --- ### [v1.5](https://automatorplugin.com/changelog/uncanny-automator-1-5/) **Published:** April 8, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.5. **Content:** - Added: Beta performance setting – Enable performance mode – Reduce the number of queries Automator performs on each page load – Disabled by default - Added: Beta performance setting – Prevent Automator from initializing multiple times on some pages – Prevents Automator fro loading on AJAX and REST API calls – Enabled by default - Updated: Improved support for recipes executing correctly when an administrator performs a trigger action on an user (e.g. “User enrolls in a course”) - Updated: WooCommerce – User Purchases a Product trigger – Now hooked to woocommerce\_payment\_complete action instead of woocommerce\_pre\_payment\_complete action - Fixed: Bug that prevented child objects from loading in hierarchical dropdowns in triggers and actions **Plugins:** Lite --- ### [v1.1](https://automatorplugin.com/changelog/uncanny-automator-pro-1-1/) **Published:** April 7, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 1.1. **Content:** - Added: Action: LearnDash – Send an email to the user’s group leader(s) - Added: Trigger: Contact Form 7 – User submits a form with a specific value - Added: Action: BuddyPress – Remove user from a/all groups - Added: Send data to Zapier action now has a Test Webhook button - Updated: All Pro integrations, triggers and actions are now loaded through hooks in Lite - Updated: LearnDash – Mark Course Complete action now works for courses the user is not enrolled in - Updated: Automator Pro license field now indicates that users should enter a Pro license code - - Known Issue: If users are bulk-checked in, the “User attends an event” trigger will not fire. Users must be checked in individually. **Plugins:** Pro --- ### [v1.4.1](https://automatorplugin.com/changelog/uncanny-automator-1-4-1/) **Published:** April 7, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.4.1. **Content:** - Updated: Improved performance - Updated: Tweaked layout of Edit Recipe page - Fixed: WooCommerce: User Purchases a Product trigger would not fire on purchase **Plugins:** Lite --- ### [v1.0](https://automatorplugin.com/changelog/uncanny-automator-pro-1-0/) **Published:** April 6, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 1.0. **Content:** - Added: Action: LearnDash – Send an email to the user’s group leader(s) - Added: Trigger: Contact Form 7 – User submits a form with a specific value - Added: Action: BuddyPress – Remove user from a/all groups - Added: Send data to Zapier action now has a Test Webhook button - Updated: All Pro integrations, triggers, and actions are now loaded through hooks in Lite - Updated: LearnDash – Mark Course Complete action now works for courses the user is not enrolled in - Updated: Automator Pro license field now indicates that users should enter a Pro license code - Updated: File formatting - Updated: Automator Pro license field now indicates that users should enter a Pro license code Known Issue: If users are bulk-checked in, the “User attends an event” trigger will not fire. Users must be checked in individually. **Plugins:** Pro --- ### [v1.4](https://automatorplugin.com/changelog/uncanny-automator-1-4/) **Published:** April 6, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.4. **Content:** - Added: Action: LearnPress – Mark a lesson complete - Added: Action: LearnPress – Mark a section complete - Added: Action: Caldera Forms – User submits a form - Added: MemberPress Triggers: Added “Any” one-time/recurring subscription product options - Added: Trigger: LearnDash/Tin Canny – Integration moved to Automator Lite plugin from Automator Pro plugin - Updated: Trigger: LearnDash/Tin Canny – “Any module” option added - Fixed: Action: Send An Email – Proper token values now returned for triggers with “Any” option selected - Fixed: Number of Times token now returns a value **Plugins:** Lite --- ### [v1.0](https://automatorplugin.com/changelog/uncanny-automator-pro-1-0-2/) **Published:** April 5, 2020 **Author:** Saad **Excerpt:** Uncanny Automator Pro 1.0. **Content:** - Initial release **Plugins:** Pro --- ### [v1.3](https://automatorplugin.com/changelog/uncanny-automator-1-3/) **Published:** April 5, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.3. **Content:** - Added: Trigger: LifterLMS – User fails a/any quiz - Added: Trigger: LifterLMS – User passes a/any quiz - Added: Trigger: LifterLMS – User attempts a/any quiz - Added: Trigger: LifterLMS – User completes a/any section - Added: Action: LifterLMS – Mark a section complete - Added: Action: LifterLMS – Mark a lesson complete - Added: Trigger: Formidable Forms – User submits a form - Updated: Minimized code updated to avoid malware false positive in WordFence - Updated: All plugin integration files moved to Automator Lite to support third-party/custom triggers/actions for all supported plugins **Plugins:** Lite --- ### [v1.2](https://automatorplugin.com/changelog/uncanny-automator-1-2/) **Published:** April 4, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.2. **Content:** - Added: Action: GamiPress – Award Points - Added: Action: GamiPress – Award Rank - Added: Action: GamiPress – Award Achievement - Added: Trigger: MemberPress – User purchases a/any one-time subscription product - Added: Trigger: MemberPress – User purchases a/any recurring subscription product - Updated: Sanitized all incoming $\_POST data - Updated: Moved core i18n support into “i18n” composite class - Updated: Move core registration functions into “register” composite class - Updated: Move core data fetch functions into “get” composite class - Updated: Move core general functions into “utilities” composite class - Updated: Changed minimized function name to avoid false-positive threat detection in Wordfence - Known Issue: Trigger: MemberPress – User purchases a/any recurring subscription product will not fire if the user does not pay for the subscription (e.g. uses a 100% off coupon) due to the way the MemberPress action is built **Plugins:** Lite --- ### [v1.1](https://automatorplugin.com/changelog/uncanny-automator-1-1/) **Published:** April 3, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.1. **Content:** - Added: Trigger: WP Forms – User submits a form - Added: Trigger: Ninja Forms – User submits a form - Added: Ability for developers to add a button to trigger/action options panels - Added: Allow configuration priorities to be filtered - Updated: Changed SPL auto loader to check integration status before loading - Updated: Add integration filter - Updated: Feedback icon from bug to lightbulb - Updated: Instructions for activating a Pro license key **Plugins:** Lite --- ### [v1.0](https://automatorplugin.com/changelog/uncanny-automator-1-0/) **Published:** April 2, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 1.0. **Content:** - Official Release - Beta Changelog **Plugins:** Lite --- ### [v0.6](https://automatorplugin.com/changelog/uncanny-automator-0-6/) **Published:** April 1, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 0.6. **Content:** - Added: New triggers and actions for WP LMS, WP Courseware, LearnDash, Gravity Forms, Zapier, and BuddyPress - Added: Updates for compatibility with Uncanny Automator Pro - Added: Ability to dynamically generate tokens in the recipe UI - Added: Ability to dynamically generate token values from trigger meta - Added: Deleting a recipe deletes associated triggers, actions and log data - Updated: Tokens are now inserted at cursor position instead of at the end of the field content - Updated: Made post-recipe redirects draft by default - Updated: Recipe is now automatically set to draft if it becomes invalid (no valid or live triggers or actions) - Updated: Triggers and actions that are removed from the system now show an “item missing” message in the recipe UI - Fixed: Default value for recipe iterations is now 1 - Fixed: Selects are now clickable after canceling a previous selection - Fixed: Sorting and searching in logs - Fixed: Add Media button now works in Send Email action - Fixed: Pasting text into email body field now registers new content in the field - Fixed: Bugs in some triggers and actions - Fixed: Recipe box no longer appears on non-recipe post types - Fixed: Action log table not created on some hosts **Plugins:** Lite --- ### [v0.5](https://automatorplugin.com/changelog/uncanny-automator-0-5/) **Published:** March 31, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 0.5. **Content:** - Added: Triggers: User completes a course/lesson (LifterLMS and LearnPress), User is enrolled in a course (LifterLMS), User registers for an event (The Events Calendar + Event Tickets), User purchases a product (WooCommerce and Easy Digital Downloads), User submits a comment on a post - Added: Enroll user in course (LifterLMS and LearnPress), Remove user from course (LifterLMS) - Added: Recipe run number column to trigger and action logs - Added: Cancel button to “Select a Trigger” and “Select an Action” dialogs - Updated: Course > Lesson > Topic drilldown added to User completes a lesson and User completes a topic triggers (LearnDash) - Updated: Logs now load via AJAX - Updated: Current value is pre-selected in dropdown when modifying trigger/action options - Updated: Existing actions are no longer hidden when adding a new action - Updated: Send an Email action now supports multiple comma separated emails in all email fields - Updated: Improved translation support - Updated: The icon and integration tag next to triggers/actions is no longer clickable - Updated: Recipe status is now listed as “Completed with errors” in the recipe log if an action encounters an error - Updated: Plugin now prompts for confirmation when deleting or switching items to draft on live recipes - Updated: Default recipe iterations is now “1” instead of “unlimited” - Updated: Refactored UI JS - Fixed: Trigger and action log would fail to load in some environments - Fixed: Duplicates in trigger and action logs - Fixed: Actions in draft status no longer appear in logs - Fixed: Automator menu sometimes appeared twice in the WordPress admin dashboard - Fixed: Vertical alignment of column data on recipe list page - Known Issue: Log sorting and searching is not working - Known Issue: Default recipe iterations per user is “unlimited” even though it shows “1”. To change this, resave the iteration value - Known Issue: The Reset Course Progress action deletes quiz attempts for all quizzes in the course, including those attempts that may have been made in other courses (when “Shared Course Steps” is enabled) - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Attempting to leave the page after editing the recipe title will show a warning about unsaved data, even though all data has been saved **Plugins:** Lite --- ### [v0.4](https://automatorplugin.com/changelog/uncanny-automator-0-4/) **Published:** March 30, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 0.4. **Content:** - Added: Each trigger and action now has its own draft/live switch - Added: Recipes now have a new Draft/Live switch instead of “Save Draft”, “Publish” and “Update” buttons - Added: Ability to set the number of times a user can complete a recipe (default is unlimited) - Added: Gravity Forms trigger: User submits a form with a specific value in a specific field - Added: WooCommerce trigger: User completes an order with an order total greater than, less than or equal to a specific dollar amount - Added: Ability to add unlimited actions per recipe - Fixed: Issue with “Auto-draft” posts being created - Known Issue: The Reset Course Progress action deletes quiz attempts for all quizzes in the course, including those attempts that may have been made in other courses (when “Shared Course Steps” is enabled) - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Attempting to leave the page after editing the recipe title will show a warning about unsaved data, even though all data has been saved **Plugins:** Lite --- ### [v0.3](https://automatorplugin.com/changelog/uncanny-automator-0-3/) **Published:** March 29, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 0.3. **Content:** - Added: Action: Set User Meta - Added: Action: Reset Course Progress - Added: Triggers, Actions and Completed Runs columns on Recipes page - Added: “Cancel” button in trigger/action option boxes - Added: Method to sort entries in trigger/action option dropdowns - Added: Error checking triggers/actions on recipe save - Added: Token selector UI on TinyMCE fields - Added: URL validation in redirect field - Updated: Trigger/action post title is now set to the corresponding trigger/action sentence to assist debugging and logging - Updated: “Any \_\_\_\_\_” options moved to top of trigger dropdowns - Updated: Removed redundant “Select a \_\_\_\_\_\_\_” placeholders from trigger/action option dropdowns - Updated: Recipes are ignored for logged-out users - Updated: Default sort order on logs is now most recent first - Updated: Refactored token and trigger-handling code - Updated: If a recipe tries to run an action in a plugin integration that is no longer active, an error is logged - Known Issue: The Reset Course Progress action deletes quiz attempts for all quizzes in the course, including those attempts that may have been made in other courses (when “Shared Course Steps” is enabled) - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Leaving a recipe open on its edit page will create a new Auto Draft post each time WordPress auto-saves the recipe **Plugins:** Lite --- ### [v0.2](https://automatorplugin.com/changelog/uncanny-automator-0-2/) **Published:** March 28, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 0.2. **Content:** - Added: “Any” options to most LearnDash triggers (e.g. “Any Course”, “Any Lesson”, etc.) - Added: WordPress editor to “Send an email” action - Updated: Administrator users are no longer affected by “Change user role” action - Updated: If a recipe is created and a plugin that the recipe relies on is deactivated, the triggers and actions for that plugin will not be executed - Updated: Recipe, Trigger and Action log design and layout - Updated: Numerous internal framework improvements - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Recipes can be set to published status with invalid selections/data in triggers and actions. These recipes may exhibit unpredictable behaviour **Plugins:** Lite --- ### [v0.1](https://automatorplugin.com/changelog/uncanny-automator-0-1/) **Published:** March 27, 2020 **Author:** Saad **Excerpt:** Uncanny Automator 0.1. **Content:** - Known Issue: If a recipe is created and then a plugin that the recipe relies on is deactivated, the recipe may exhibit unpredictable behavior - Known Issue: Some actions may report being completed successfully, but may in fact have failed. This is due to the plugin’s function not returning error information on failure - Known Issue: Deleting a recipe will not delete the associated log entries - Known Issue: Recipes can be set to published status with invalid selections/data in triggers and actions. These recipes may exhibit unpredictable behavior - Known Issue: “User views a page” trigger does not work on the WooCommerce shop page **Plugins:** Lite --- ## Integrations ### [WPCafe](https://automatorplugin.com/integration/wpcafe/) **Published:** September 29, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Sucuri Security](https://automatorplugin.com/integration/sucuri-security/) **Published:** September 29, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Smush](https://automatorplugin.com/integration/smush/) **Published:** September 29, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Post SMTP](https://automatorplugin.com/integration/post-smtp/) **Published:** September 29, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Loginizer](https://automatorplugin.com/integration/loginizer/) **Published:** September 29, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Eventin](https://automatorplugin.com/integration/eventin/) **Published:** September 29, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [CartFlows](https://automatorplugin.com/integration/cartflows/) **Published:** September 29, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Kinsta](https://automatorplugin.com/integration/kinsta/) **Published:** September 10, 2026 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [Cloudways](https://automatorplugin.com/integration/cloudways/) **Published:** September 10, 2026 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [Woo ShipStation](https://automatorplugin.com/integration/woocommerce-shipstation/) **Published:** December 31, 2020 **Author:** Ken Young **Categories:** e-Commerce **Collections:** ecomm-page, Footer – Popular plugins --- ### [WP ULike](https://automatorplugin.com/integration/wp-ulike/) **Published:** September 9, 2026 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [WPsigner](https://automatorplugin.com/integration/wpsigner/) **Published:** September 9, 2026 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [FluentCart](https://automatorplugin.com/integration/fluentcart/) **Published:** August 25, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Really Simple Security](https://automatorplugin.com/integration/really-simple-security/) **Published:** August 25, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [FluentBoards](https://automatorplugin.com/integration/fluentboards/) **Published:** August 25, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [All-in-One WP Migration](https://automatorplugin.com/integration/all-in-one-wp-migration/) **Published:** August 25, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Site Kit by Google](https://automatorplugin.com/integration/site-kit-by-google/) **Published:** August 4, 2026 **Author:** Dani **Collections:** Footer – Popular apps --- ### [PrettyLinks](https://automatorplugin.com/integration/pretty-links/) **Published:** August 24, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP Fastest Cache](https://automatorplugin.com/integration/wp-fastest-cache/) **Published:** July 15, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Beaver Builder](https://automatorplugin.com/integration/beaver-builder/) **Published:** July 15, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Redirection](https://automatorplugin.com/integration/redirection/) **Published:** July 15, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP Activity Log](https://automatorplugin.com/integration/wp-activity-log/) **Published:** July 15, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Wordfence Security](https://automatorplugin.com/integration/wordfence-security/) **Published:** July 15, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [GoTo Meeting](https://automatorplugin.com/integration/gotomeeting/) **Published:** July 15, 2026 **Author:** Dani **Collections:** Footer – Popular apps --- ### [Zoomy](https://automatorplugin.com/integration/zoomy/) **Published:** July 7, 2026 **Author:** Dani --- ### [Duplicator](https://automatorplugin.com/integration/duplicator/) **Published:** January 22, 2025 **Author:** Dani **Categories:** Utilities --- ### [GoTo Webinar](https://automatorplugin.com/integration/gotowebinar/) **Published:** June 22, 2020 **Author:** Ryan Moore **Categories:** e-Learning, Marketing **Collections:** Footer – Popular apps, LMS **Plugin collections:** App integrations --- ### [GoTo Training](https://automatorplugin.com/integration/gototraining/) **Published:** June 22, 2020 **Author:** Ryan Moore **Categories:** e-Learning **Collections:** Footer – Popular apps, LMS **Plugin collections:** App integrations --- ### [Quiz Maker by AYS](https://automatorplugin.com/integration/quiz-maker-by-ays/) **Published:** June 23, 2026 **Author:** Dani --- ### [SaveTo Wishlist](https://automatorplugin.com/integration/saveto-wishlist/) **Published:** June 4, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [MemberPress](https://automatorplugin.com/integration/memberpress/) **Published:** November 5, 2018 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning **Collections:** Footer – Popular plugins, Popular Integrations Homepage, WPForms automation --- ### [Google Gemini](https://automatorplugin.com/integration/gemini/) **Published:** June 5, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Google Sheets Web App](https://automatorplugin.com/integration/sheets-web-app/) **Published:** April 23, 2024 **Author:** Saad **Collections:** Footer – Popular apps, Popular Integrations Homepage, WPForms automation **Plugin collections:** App integrations, Featured --- ### [Google Sheets](https://automatorplugin.com/integration/google-sheets/) **Published:** January 27, 2021 **Author:** Ryan Moore **Collections:** Footer – Popular apps, Popular Integrations Homepage, WPForms automation **Plugin collections:** App integrations, Featured --- ### [Google Calendar](https://automatorplugin.com/integration/google-calendar/) **Published:** June 8, 2022 **Author:** Dani **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [Kit](https://automatorplugin.com/integration/convertkit/) **Published:** January 18, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Microsoft Teams](https://automatorplugin.com/integration/microsoft-teams/) **Published:** May 24, 2023 **Author:** Dani **Content:** **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Mautic](https://automatorplugin.com/integration/mautic/) **Published:** September 25, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [LinkedIn Pages](https://automatorplugin.com/integration/linkedin-pages/) **Published:** August 11, 2022 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [AffiliateWP](https://automatorplugin.com/integration/affiliatewp/) **Published:** January 5, 2021 **Author:** Ken Young **Collections:** Footer – Popular plugins --- ### [PressPrimer Quiz](https://automatorplugin.com/integration/pressprimer-quiz/) **Published:** February 2, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [PressPrimer Assignment](https://automatorplugin.com/integration/pressprimer-assignment/) **Published:** March 31, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [EDD - Recurring Payments](https://automatorplugin.com/integration/easy-digital-downloads-recurring-payments/) **Published:** September 25, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Easy Digital Downloads](https://automatorplugin.com/integration/easy-digital-downloads/) **Published:** March 20, 2018 **Author:** Ryan Moore **Categories:** Marketing **Collections:** ecomm-page, Featured, Footer – Popular plugins --- ### [EDD - Software Licensing](https://automatorplugin.com/integration/easy-digital-downloads-software-licensing/) **Published:** December 21, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Rank Math SEO](https://automatorplugin.com/integration/rank-math-seo/) **Published:** February 26, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Speed Optimizer](https://automatorplugin.com/integration/sg-optimizer/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Security Optimizer](https://automatorplugin.com/integration/sg-security/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP Super Cache](https://automatorplugin.com/integration/wp-super-cache/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP Rocket](https://automatorplugin.com/integration/wp-rocket/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [W3 Total Cache](https://automatorplugin.com/integration/w3-total-cache/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [LiteSpeed Cache](https://automatorplugin.com/integration/litespeed-cache/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Easy WP SMTP](https://automatorplugin.com/integration/easy-wp-smtp/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Cloudflare](https://automatorplugin.com/integration/cloudflare/) **Published:** February 27, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Sugar Calendar](https://automatorplugin.com/integration/sugar-calendar/) **Published:** February 26, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Yoast SEO](https://automatorplugin.com/integration/yoast-seo/) **Published:** February 26, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [All in One SEO](https://automatorplugin.com/integration/all-in-one-seo/) **Published:** February 26, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Uncanny Toolkit](https://automatorplugin.com/integration/uncanny-toolkit/) **Published:** November 11, 2021 **Author:** Dani **Categories:** e-Learning **Collections:** Footer – Popular plugins --- ### [Uncanny Continuing Education Credits](https://automatorplugin.com/integration/uncanny-continuing-education-credits-for-learndash/) **Published:** November 3, 2020 **Author:** Ryan Moore **Categories:** e-Learning **Collections:** Footer – Popular plugins --- ### [Uncanny Groups](https://automatorplugin.com/integration/uncanny-groups/) **Published:** August 26, 2020 **Author:** Ken Young **Categories:** e-Commerce, e-Learning **Collections:** Footer – Popular plugins --- ### [Uncanny Codes](https://automatorplugin.com/integration/uncanny-codes/) **Published:** August 26, 2020 **Author:** Ken Young **Categories:** e-Commerce, e-Learning **Collections:** Footer – Popular plugins --- ### [Tin Canny Reporting](https://automatorplugin.com/integration/tin-canny-reporting-for-learndash/) **Published:** January 20, 2022 **Author:** Dani **Categories:** e-Learning **Collections:** Footer – Popular plugins, LMS --- ### [Groundhogg](https://automatorplugin.com/integration/groundhogg/) **Published:** July 10, 2020 **Author:** Ryan Moore **Categories:** e-Commerce, Marketing **Collections:** Footer – Popular plugins, WPForms automation --- ### [FluentCRM](https://automatorplugin.com/integration/fluentcrm/) **Published:** November 3, 2020 **Author:** Ryan Moore **Categories:** Marketing **Collections:** Footer – Popular plugins, WPForms automation --- ### [WP Event Manager](https://automatorplugin.com/integration/wp-event-manager/) **Published:** January 13, 2026 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP Job Manager](https://automatorplugin.com/integration/wp-job-manager/) **Published:** November 3, 2020 **Author:** Ken Young **Categories:** e-Commerce **Collections:** Footer – Popular plugins --- ### [Formidable Forms](https://automatorplugin.com/integration/formidable-forms/) **Published:** November 30, 2018 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [Gravity Forms](https://automatorplugin.com/integration/gravity-forms/) **Published:** March 20, 2018 **Author:** Ryan Moore **Categories:** e-Learning, Forms **Collections:** Featured, Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [WP Bitly](https://automatorplugin.com/integration/wp-bitly/) **Published:** April 23, 2024 **Author:** Saad --- ### [Woo Bookings](https://automatorplugin.com/integration/woocommerce-bookings/) **Published:** November 20, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [The Events Calendar](https://automatorplugin.com/integration/the-events-calendar/) **Published:** August 14, 2018 **Author:** Ryan Moore **Collections:** Footer – Popular plugins, WPForms automation --- ### [LearnDash Achievements](https://automatorplugin.com/integration/learndash-achievements/) **Published:** August 12, 2021 **Author:** Ken Young **Categories:** e-Learning **Collections:** Footer – Popular plugins --- ### [Instagram](https://automatorplugin.com/integration/instagram/) **Published:** July 28, 2021 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Woo Memberships](https://automatorplugin.com/integration/woocommerce-memberships/) **Published:** January 5, 2021 **Author:** Ken Young **Categories:** e-Commerce **Collections:** ecomm-page, Featured, Footer – Popular plugins, WPForms automation --- ### [Google Contacts](https://automatorplugin.com/integration/google-contacts/) **Published:** November 17, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [LearnPress](https://automatorplugin.com/integration/learnpress/) **Published:** August 15, 2018 **Author:** Ryan Moore **Collections:** Footer – Popular plugins, LMS --- ### [Advanced Custom Fields](https://automatorplugin.com/integration/advanced-custom-fields/) **Published:** October 28, 2021 **Author:** Dani **Collections:** Footer – Popular plugins, WPForms automation --- ### [Woo](https://automatorplugin.com/integration/woocommerce/) **Published:** March 19, 2018 **Author:** Ryan Moore **Categories:** e-Commerce **Collections:** ecomm-page, Featured, Footer – Popular plugins, Popular Integrations Homepage **Plugin collections:** Featured --- ### [ActiveCampaign](https://automatorplugin.com/integration/activecampaign/) **Published:** September 30, 2021 **Author:** Dani **Categories:** Marketing **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [ExactMetrics](https://automatorplugin.com/integration/exactmetrics/) **Published:** December 7, 2024 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [Upsell Plugin](https://automatorplugin.com/integration/upsell-plugin/) **Published:** July 16, 2020 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning **Collections:** Footer – Popular plugins --- ### [MonsterInsights](https://automatorplugin.com/integration/monsterinsights/) **Published:** December 7, 2024 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [Automator for PayPal](https://automatorplugin.com/integration/automator-for-paypal/) **Published:** September 2, 2025 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [AcyMailing](https://automatorplugin.com/integration/acymailing/) **Published:** August 31, 2023 **Author:** Dani **Content:** **Note: This is a third-party integration, and is not built or supported by Uncanny Owl.** For help with this integration, please contact the developer. **Collections:** Footer – Popular plugins --- ### [Run now](https://automatorplugin.com/integration/run-now/) **Published:** September 25, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Thrive Theme Builder](https://automatorplugin.com/integration/thrive-theme-builder/) **Published:** January 22, 2025 **Author:** Dani **Categories:** Forms **Collections:** Footer – Popular plugins --- ### [GetResponse](https://automatorplugin.com/integration/getresponse/) **Published:** April 23, 2024 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Everest Forms](https://automatorplugin.com/integration/everest-forms/) **Published:** January 22, 2025 **Author:** Dani **Categories:** Forms **Collections:** Footer – Popular plugins --- ### [Dynamic Content](https://automatorplugin.com/integration/dynamic-content/) **Published:** April 10, 2025 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP-Polls](https://automatorplugin.com/integration/wp-polls/) **Published:** January 5, 2021 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins --- ### [Loop](https://automatorplugin.com/integration/loop/) **Published:** May 9, 2025 **Author:** Saad **Categories:** Utilities --- ### [WordPress Core](https://automatorplugin.com/integration/wordpress-core/) **Published:** March 20, 2018 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning **Collections:** ecomm-page, Featured, Footer – Popular plugins --- ### [Zoom Webinars](https://automatorplugin.com/integration/zoom-webinars/) **Published:** June 26, 2020 **Author:** Ken Young **Categories:** e-Commerce, e-Learning **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [Zoom Meetings](https://automatorplugin.com/integration/zoom-meetings/) **Published:** June 22, 2020 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning, Marketing **Collections:** Footer – Popular apps, LMS, Popular Integrations Homepage, WPForms automation **Plugin collections:** App integrations --- ### [Slack](https://automatorplugin.com/integration/slack/) **Published:** February 25, 2021 **Author:** Ken Young **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [GitHub](https://automatorplugin.com/integration/github/) **Published:** September 18, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Asana](https://automatorplugin.com/integration/asana/) **Published:** September 18, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [ARMember](https://automatorplugin.com/integration/armember/) **Published:** July 13, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Help Scout](https://automatorplugin.com/integration/help-scout/) **Published:** December 7, 2022 **Author:** Dani **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [URL](https://automatorplugin.com/integration/url/) **Published:** February 26, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Amelia](https://automatorplugin.com/integration/amelia/) **Published:** February 17, 2022 **Author:** Dani **Collections:** Footer – Popular plugins, WPForms automation --- ### [LearnDash](https://automatorplugin.com/integration/learndash/) **Published:** March 19, 2018 **Author:** Ryan Moore **Categories:** e-Learning **Collections:** Featured, Footer – Popular plugins, LMS, Popular Integrations Homepage, WPForms automation **Plugin collections:** Featured --- ### [MailPoet](https://automatorplugin.com/integration/mailpoet/) **Published:** September 24, 2020 **Author:** Ryan Moore **Categories:** Marketing **Collections:** Footer – Popular plugins, WPForms automation --- ### [Thrive Architect](https://automatorplugin.com/integration/thrive-architect/) **Published:** November 17, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [GamiPress](https://automatorplugin.com/integration/gamipress/) **Published:** November 5, 2018 **Author:** Ryan Moore **Categories:** e-Learning, Marketing **Collections:** Footer – Popular plugins --- ### [Thrive Apprentice](https://automatorplugin.com/integration/thrive-apprentice/) **Published:** January 18, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Mailster](https://automatorplugin.com/integration/mailster/) **Published:** June 5, 2025 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Woo Subscriptions](https://automatorplugin.com/integration/woocommerce-subscriptions/) **Published:** January 5, 2021 **Author:** Ken Young **Categories:** e-Commerce **Collections:** ecomm-page, Featured, Footer – Popular plugins --- ### [Typeform](https://automatorplugin.com/integration/typeform/) **Published:** May 25, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [SureForms](https://automatorplugin.com/integration/sureforms/) **Published:** July 24, 2025 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [QuickBooks Online](https://automatorplugin.com/integration/quickbooks-online/) **Published:** July 24, 2025 **Author:** Dani --- ### [Webhooks](https://automatorplugin.com/integration/webhooks/) **Published:** February 17, 2022 **Author:** Dani **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [User Lists](https://automatorplugin.com/integration/user-lists-addon/) **Published:** April 24, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Schedule](https://automatorplugin.com/integration/schedule/) **Published:** April 23, 2024 **Author:** Dani **Collections:** Featured, Footer – Popular plugins **Plugin collections:** Featured --- ### [Run Code](https://automatorplugin.com/integration/run-code/) **Published:** March 13, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [RSS feed](https://automatorplugin.com/integration/rss-feed/) **Published:** February 26, 2025 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Restrict Content](https://automatorplugin.com/integration/restrict-content-addon/) **Published:** November 24, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [QR Code](https://automatorplugin.com/integration/qr-code/) **Published:** March 13, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Plugin Actions](https://automatorplugin.com/integration/plugin-actions/) **Published:** October 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Magic Button](https://automatorplugin.com/integration/magic-button/) **Published:** March 13, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Logging](https://automatorplugin.com/integration/logging/) **Published:** August 20, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Generator](https://automatorplugin.com/integration/generator/) **Published:** March 13, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Formatter](https://automatorplugin.com/integration/formatter/) **Published:** May 25, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Emails](https://automatorplugin.com/integration/emails/) **Published:** August 11, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Date and Time](https://automatorplugin.com/integration/date-and-time/) **Published:** March 13, 2024 **Author:** Saad **Collections:** Footer – Popular plugins --- ### [Database Query](https://automatorplugin.com/integration/database-query/) **Published:** May 16, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Custom User Fields](https://automatorplugin.com/integration/custom-user-fields-addon/) **Published:** November 23, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Custom Action](https://automatorplugin.com/integration/custom-action/) **Published:** October 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [XML](https://automatorplugin.com/integration/xml/) **Published:** October 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [JSON](https://automatorplugin.com/integration/json/) **Published:** October 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [CSV](https://automatorplugin.com/integration/csv/) **Published:** October 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Mistral AI](https://automatorplugin.com/integration/mistral/) **Published:** June 5, 2025 **Author:** Dani **Categories:** AI, Utilities **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [AWeber](https://automatorplugin.com/integration/aweber/) **Published:** May 21, 2024 **Author:** Dani **Categories:** Marketing **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Anthropic](https://automatorplugin.com/integration/anthropic/) **Published:** June 5, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Cohere](https://automatorplugin.com/integration/cohere/) **Published:** June 5, 2025 **Author:** Dani **Categories:** AI, Utilities **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Facebook Lead Ads](https://automatorplugin.com/integration/facebook-lead-ads/) **Published:** April 1, 2025 **Author:** Saad **Categories:** Marketing **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Facebook Pages](https://automatorplugin.com/integration/facebook/) **Published:** July 28, 2021 **Author:** Ryan Moore **Categories:** Social Media **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [Notion](https://automatorplugin.com/integration/notion/) **Published:** July 2, 2024 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [WhatsApp](https://automatorplugin.com/integration/whatsapp/) **Published:** August 23, 2022 **Author:** Dani **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [xAI](https://automatorplugin.com/integration/xai/) **Published:** June 5, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [X/Twitter](https://automatorplugin.com/integration/twitter/) **Published:** March 9, 2021 **Author:** Ryan Moore **Categories:** Marketing **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [FluentCommunity](https://automatorplugin.com/integration/fluentcommunity/) **Published:** June 5, 2025 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Newsletter](https://automatorplugin.com/integration/newsletter/) **Published:** November 24, 2020 **Author:** Ryan Moore **Collections:** Footer – Popular plugins --- ### [Events Manager](https://automatorplugin.com/integration/events-manager/) **Published:** September 24, 2020 **Author:** Ryan Moore **Categories:** Events **Collections:** Footer – Popular plugins --- ### [Perplexity](https://automatorplugin.com/integration/perplexity/) **Published:** June 5, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Threads](https://automatorplugin.com/integration/threads/) **Published:** January 22, 2025 **Author:** Dani **Categories:** Marketing --- ### [Salesforce](https://automatorplugin.com/integration/salesforce/) **Published:** July 18, 2024 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Thrive Ultimatum](https://automatorplugin.com/integration/thrive-ultimatum/) **Published:** December 21, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WPCode](https://automatorplugin.com/integration/wpcode/) **Published:** March 29, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [MasterStudy LMS](https://automatorplugin.com/integration/masterstudy-lms/) **Published:** November 3, 2020 **Author:** Ryan Moore **Categories:** e-Learning **Collections:** Footer – Popular plugins --- ### [WP Simple Pay](https://automatorplugin.com/integration/wp-simple-pay/) **Published:** March 9, 2021 **Author:** Ryan Moore **Categories:** e-Commerce **Collections:** Footer – Popular plugins --- ### [Bluesky](https://automatorplugin.com/integration/bluesky/) **Published:** April 1, 2025 **Author:** Saad **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Bricks Builder](https://automatorplugin.com/integration/bricks-builder/) **Published:** February 26, 2025 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Discord](https://automatorplugin.com/integration/discord/) **Published:** February 26, 2025 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Automator Core](https://automatorplugin.com/integration/automator-core/) **Published:** August 18, 2020 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning, Forms **Collections:** Footer – Popular plugins --- ### [Stripe](https://automatorplugin.com/integration/stripe/) **Published:** October 24, 2024 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [SeedProd](https://automatorplugin.com/integration/seedprod/) **Published:** December 21, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Fluent Support](https://automatorplugin.com/integration/fluent-support/) **Published:** June 8, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [bbPress](https://automatorplugin.com/integration/bbpress/) **Published:** March 20, 2018 **Author:** Ryan Moore **Categories:** Marketing **Collections:** Featured, Footer – Popular plugins --- ### [Forminator](https://automatorplugin.com/integration/forminator/) **Published:** May 5, 2020 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [PeepSo](https://automatorplugin.com/integration/peepso/) **Published:** April 7, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Twilio](https://automatorplugin.com/integration/twilio/) **Published:** July 10, 2020 **Author:** Ryan Moore **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Integrately](https://automatorplugin.com/integration/integrately/) **Published:** January 20, 2022 **Author:** Dani **Collections:** Footer – Popular apps --- ### [IFTTT](https://automatorplugin.com/integration/ifttt/) **Published:** January 20, 2022 **Author:** Dani **Collections:** Footer – Popular apps --- ### [HappyForms](https://automatorplugin.com/integration/happyforms/) **Published:** September 9, 2020 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [WP Webhooks](https://automatorplugin.com/integration/wp-webhooks/) **Published:** August 26, 2020 **Author:** Ken Young **Collections:** Footer – Popular apps --- ### [myCred](https://automatorplugin.com/integration/mycred/) **Published:** July 2, 2020 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning **Collections:** Footer – Popular plugins --- ### [wpForo](https://automatorplugin.com/integration/wpforo/) **Published:** July 2, 2020 **Author:** Ryan Moore **Categories:** e-Learning **Collections:** Footer – Popular plugins --- ### [BadgeOS](https://automatorplugin.com/integration/badgeos/) **Published:** June 4, 2020 **Author:** Ryan Moore **Categories:** e-Learning **Collections:** Footer – Popular plugins, LMS --- ### [Contact Form 7](https://automatorplugin.com/integration/contact-form-7/) **Published:** June 28, 2018 **Author:** Ryan Moore **Collections:** Featured, Footer – Popular plugins, Popular Integrations Homepage **Plugin collections:** Forms integrations --- ### [BuddyBoss](https://automatorplugin.com/integration/buddyboss/) **Published:** September 9, 2020 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning **Collections:** Footer – Popular plugins, WPForms automation **Plugin collections:** Featured --- ### [WP Admin](https://automatorplugin.com/integration/wp-admin/) **Published:** October 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [MemberMouse](https://automatorplugin.com/integration/membermouse/) **Published:** October 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [LifterLMS](https://automatorplugin.com/integration/lifterlms/) **Published:** August 15, 2018 **Author:** Ryan Moore **Collections:** Footer – Popular plugins, LMS, WPForms automation --- ### [Advanced Coupons](https://automatorplugin.com/integration/advanced-coupons/) **Published:** May 9, 2022 **Author:** Dani **Categories:** e-Commerce **Collections:** Footer – Popular plugins --- ### [Fluent Forms](https://automatorplugin.com/integration/wp-fluent-forms/) **Published:** June 11, 2020 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [Tutor LMS](https://automatorplugin.com/integration/tutor-lms/) **Published:** June 12, 2020 **Author:** Ryan Moore **Categories:** e-Learning **Collections:** Footer – Popular plugins --- ### [Keap](https://automatorplugin.com/integration/keap/) **Published:** August 20, 2024 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [FluentBooking](https://automatorplugin.com/integration/fluentbooking/) **Published:** August 20, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Ontraport](https://automatorplugin.com/integration/ontraport/) **Published:** August 20, 2024 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Presto Player](https://automatorplugin.com/integration/presto-player/) **Published:** March 9, 2021 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning, Marketing **Collections:** Footer – Popular plugins --- ### [Campaign Monitor](https://automatorplugin.com/integration/campaign-monitor/) **Published:** July 2, 2024 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [GiveWP](https://automatorplugin.com/integration/givewp/) **Published:** August 26, 2020 **Author:** Ken Young **Categories:** e-Commerce **Collections:** Footer – Popular plugins --- ### [Kadence](https://automatorplugin.com/integration/kadence/) **Published:** July 2, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [BuddyPress](https://automatorplugin.com/integration/buddypress/) **Published:** March 20, 2018 **Author:** Ryan Moore **Collections:** Featured, Footer – Popular plugins --- ### [Popup Maker](https://automatorplugin.com/integration/popup-maker/) **Published:** November 6, 2018 **Author:** Ryan Moore **Categories:** e-Commerce, e-Learning, Free, Marketing **Collections:** Footer – Popular plugins --- ### [Restrict Content Pro](https://automatorplugin.com/integration/restrict-content/) **Published:** November 3, 2020 **Author:** Ryan Moore **Categories:** e-Commerce **Collections:** Footer – Popular plugins, WPForms automation --- ### [SureMembers](https://automatorplugin.com/integration/suremembers/) **Published:** May 21, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [MailerLite](https://automatorplugin.com/integration/mailerlite/) **Published:** December 8, 2022 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Code Snippets](https://automatorplugin.com/integration/code-snippets/) **Published:** May 16, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Facebook Groups (Deprecated)](https://automatorplugin.com/integration/facebook-groups/) **Published:** May 9, 2022 **Author:** Saad **Content:** **As of April 22, 2024, [Meta no longer allows apps to post content to Facebook Groups](https://developers.facebook.com/docs/graph-api/changelog/version19.0). This means that Uncanny Automator (and all other similar tools) can no longer post to Facebook Groups.**Check out our [**Facebook Pages**](https://automatorplugin.com/integration/facebook/) integration to automatically post content to a Facebook Page, or our [**Instagram**](https://automatorplugin.com/integration/instagram/) integration to automatically post content to an Instagram account! **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [SliceWP](https://automatorplugin.com/integration/slicewp/) **Published:** April 23, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Bitly](https://automatorplugin.com/integration/bitly/) **Published:** September 25, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [ClickUp](https://automatorplugin.com/integration/clickup/) **Published:** February 14, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Paid Memberships Pro](https://automatorplugin.com/integration/paid-memberships-pro/) **Published:** May 21, 2020 **Author:** Ryan Moore **Categories:** e-Commerce **Collections:** ecomm-page, Footer – Popular plugins, WPForms automation --- ### [wpDiscuz](https://automatorplugin.com/integration/wpdiscuz/) **Published:** March 13, 2024 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [SureCart](https://automatorplugin.com/integration/surecart/) **Published:** September 21, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [MemberPress Courses](https://automatorplugin.com/integration/memberpress-courses/) **Published:** March 10, 2022 **Author:** Dani **Categories:** e-Learning **Collections:** Footer – Popular plugins --- ### [Heroic Knowledge Base](https://automatorplugin.com/integration/heroic-knowledge-base/) **Published:** December 21, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Brevo](https://automatorplugin.com/integration/brevo/) **Published:** August 24, 2023 **Author:** Dani **Collections:** Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [FunnelKit Automations](https://automatorplugin.com/integration/autonami/) **Published:** June 8, 2022 **Author:** Dani **Categories:** Marketing **Collections:** Footer – Popular plugins, WPForms automation --- ### [Mailchimp](https://automatorplugin.com/integration/mailchimp/) **Published:** February 25, 2021 **Author:** Ken Young **Categories:** Marketing **Collections:** Footer – Popular apps, Popular Integrations Homepage, WPForms automation **Plugin collections:** App integrations --- ### [Ultimate Member](https://automatorplugin.com/integration/ultimate-member/) **Published:** May 28, 2020 **Author:** Ryan Moore **Collections:** Footer – Popular plugins, WPForms automation --- ### [Zapier](https://automatorplugin.com/integration/zapier/) **Published:** August 23, 2018 **Author:** Ryan Moore **Collections:** ecomm-page, Featured, Footer – Popular apps, WPForms automation **Plugin collections:** App integrations --- ### [WP Fusion](https://automatorplugin.com/integration/wp-fusion/) **Published:** August 15, 2018 **Author:** Ryan Moore **Categories:** Marketing **Collections:** ecomm-page, Footer – Popular plugins, WPForms automation --- ### [Sendy](https://automatorplugin.com/integration/sendy/) **Published:** November 17, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Studiocart](https://automatorplugin.com/integration/studiocart/) **Published:** July 12, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Divi](https://automatorplugin.com/integration/divi/) **Published:** December 2, 2021 **Author:** Dani **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [Constant Contact](https://automatorplugin.com/integration/constant-contact/) **Published:** October 26, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Memberium for Keap](https://automatorplugin.com/integration/memberium-keap/) **Published:** October 26, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [H5P](https://automatorplugin.com/integration/h5p/) **Published:** August 23, 2018 **Author:** Ryan Moore **Collections:** Footer – Popular plugins --- ### [WS Form](https://automatorplugin.com/integration/ws-form/) **Published:** December 8, 2022 **Author:** Dani **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [Elementor Pro](https://automatorplugin.com/integration/elementor/) **Published:** September 24, 2020 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins **Plugin collections:** Featured, Forms integrations --- ### [WP All Import](https://automatorplugin.com/integration/wp-all-import/) **Published:** November 10, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WordPress Multisite](https://automatorplugin.com/integration/wordpress-multisite/) **Published:** October 19, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Jetpack CRM](https://automatorplugin.com/integration/jetpack-crm/) **Published:** November 10, 2022 **Author:** Dani **Categories:** Marketing **Collections:** Footer – Popular plugins --- ### [Airtable](https://automatorplugin.com/integration/airtable/) **Published:** August 11, 2022 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Charitable](https://automatorplugin.com/integration/charitable/) **Published:** May 24, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Zoho Campaigns](https://automatorplugin.com/integration/zoho-campaigns/) **Published:** April 20, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [WordPress Download Manager](https://automatorplugin.com/integration/wp-download-manager/) **Published:** September 21, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [RafflePress](https://automatorplugin.com/integration/rafflepress/) **Published:** July 13, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [UserFeedback](https://automatorplugin.com/integration/userfeedback/) **Published:** July 13, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Telegram](https://automatorplugin.com/integration/telegram/) **Published:** July 13, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [OptinMonster](https://automatorplugin.com/integration/optinmonster/) **Published:** January 26, 2022 **Author:** Dani **Categories:** Marketing **Collections:** Footer – Popular apps **Plugin collections:** Forms integrations --- ### [ThriveCart](https://automatorplugin.com/integration/thrivecart/) **Published:** May 25, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [OpenAI](https://automatorplugin.com/integration/openai/) **Published:** February 14, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Wishlist Member](https://automatorplugin.com/integration/wishlist-member/) **Published:** August 26, 2020 **Author:** Ken Young **Collections:** Footer – Popular plugins --- ### [Thrive Quiz Builder](https://automatorplugin.com/integration/thrive-quiz-builder/) **Published:** April 20, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Thrive Ovation](https://automatorplugin.com/integration/thrive-ovation/) **Published:** March 29, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP User Manager](https://automatorplugin.com/integration/wp-user-manager/) **Published:** February 25, 2021 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins --- ### [JetEngine](https://automatorplugin.com/integration/jetengine/) **Published:** September 21, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Wholesale Suite](https://automatorplugin.com/integration/wholesale-suite/) **Published:** February 14, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Trello](https://automatorplugin.com/integration/trello/) **Published:** February 14, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [HubSpot](https://automatorplugin.com/integration/hubspot/) **Published:** October 20, 2021 **Author:** Dani **Categories:** Marketing **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [JetFormBuilder](https://automatorplugin.com/integration/jetformbuilder/) **Published:** September 21, 2022 **Author:** Dani **Categories:** Forms **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [Drip](https://automatorplugin.com/integration/drip/) **Published:** January 18, 2023 **Author:** Dani **Collections:** Footer – Popular apps **Plugin collections:** App integrations --- ### [Thrive Leads](https://automatorplugin.com/integration/thrive-leads/) **Published:** January 18, 2023 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WPForms](https://automatorplugin.com/integration/wp-forms/) **Published:** October 10, 2018 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins, Popular Integrations Homepage **Plugin collections:** Featured, Forms integrations --- ### [Easy Affiliate](https://automatorplugin.com/integration/easy-affiliate/) **Published:** August 11, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [WP LMS](https://automatorplugin.com/integration/wp-lms/) **Published:** September 14, 2018 **Author:** Ryan Moore **Collections:** Footer – Popular plugins, LMS --- ### [WP Courseware](https://automatorplugin.com/integration/wp-courseware/) **Published:** September 14, 2018 **Author:** Ryan Moore **Collections:** Footer – Popular plugins, LMS --- ### [Ninja Forms](https://automatorplugin.com/integration/ninja-forms/) **Published:** October 10, 2018 **Author:** Ryan Moore **Categories:** Forms **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [Caldera Forms](https://automatorplugin.com/integration/caldera-forms/) **Published:** January 25, 2019 **Author:** Ryan Moore **Collections:** Footer – Popular plugins **Plugin collections:** Forms integrations --- ### [WP Fusion Lite](https://automatorplugin.com/integration/wp-fusion-lite/) **Published:** May 21, 2020 **Author:** Ryan Moore **Categories:** Marketing **Collections:** ecomm-page, Footer – Popular plugins --- ### [Integromat](https://automatorplugin.com/integration/integromat/) **Published:** September 24, 2020 **Author:** Ryan Moore **Collections:** Footer – Popular apps --- ### [Modern Events Calendar](https://automatorplugin.com/integration/modern-events-calendar/) **Published:** May 20, 2021 **Author:** Dani **Categories:** e-Commerce **Collections:** Footer – Popular plugins --- ### [GravityKit](https://automatorplugin.com/integration/gravitykit/) **Published:** June 9, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Pabbly Connect](https://automatorplugin.com/integration/pabbly-connect/) **Published:** July 12, 2022 **Author:** Dani **Collections:** Footer – Popular apps --- ### [KonnectzIT](https://automatorplugin.com/integration/konnectzit/) **Published:** August 11, 2022 **Author:** Dani **Collections:** Footer – Popular apps --- ### [Make](https://automatorplugin.com/integration/make/) **Published:** August 11, 2022 **Author:** Dani **Collections:** Footer – Popular apps --- ### [WP Mail SMTP Pro](https://automatorplugin.com/integration/wp-mail-smtp-pro/) **Published:** August 11, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Meta Box](https://automatorplugin.com/integration/meta-box/) **Published:** August 15, 2022 **Author:** Dani **Collections:** Footer – Popular plugins --- ### [Advanced Ads](https://automatorplugin.com/integration/advanced-ads/) **Published:** September 21, 2022 **Author:** Dani **Categories:** Marketing **Collections:** Footer – Popular plugins --- ## Categories ### [Uncategorized](https://automatorplugin.com/category/uncategorized/) --- ### [Plugin News](https://automatorplugin.com/category/plugin-news/) --- ### [Recipe Ideas](https://automatorplugin.com/category/recipe-ideas/) --- ### [Use Cases](https://automatorplugin.com/category/use-cases/) --- ### [Best Practices](https://automatorplugin.com/category/best-practices/) --- ### [Uncanny Automator](https://automatorplugin.com/category/uncanny-automator/) --- ### [Featured Plugins](https://automatorplugin.com/category/featured-plugins/) --- ## Template Categories ### [Marketing](https://automatorplugin.com/recipes/category/crm-marketing/) --- ### [eLearning](https://automatorplugin.com/recipes/category/elearning/) --- ### [Reporting](https://automatorplugin.com/recipes/category/reporting/) --- ### [Events](https://automatorplugin.com/recipes/category/events/) --- ### [eCommerce](https://automatorplugin.com/recipes/category/ecommerce/) --- ### [Memberships](https://automatorplugin.com/recipes/category/memberships/) --- ### [Customer Support](https://automatorplugin.com/recipes/category/customer-support/) --- ### [Forms](https://automatorplugin.com/recipes/category/forms/) --- ### [Admin](https://automatorplugin.com/recipes/category/admin/) --- ### [Affiliate Marketing](https://automatorplugin.com/recipes/category/affiliate-management/) --- ### [Social Media](https://automatorplugin.com/recipes/category/social-media/) --- ### [AI](https://automatorplugin.com/recipes/category/artificial-intelligence/) --- ### [Site Performance](https://automatorplugin.com/recipes/category/site-performance/) --- ## Recipe Template Integrations ### [WordPress Core](https://automatorplugin.com/recipes/integration/wordpress-core/) **Description:** WordPress is a free open-course content management system (CMS) that powers more than 60 million websites. WordPress uses a plugin architecture to extend the features and functionality of a website. Uncanny Automator requires WordPress. WordPress Core triggers let you run custom actions when posts or created or updated, and actions even let you create or update posts automatically. --- ### [OpenAI](https://automatorplugin.com/recipes/integration/openai/) **Description:** OpenAI offers a platform for content generation powered by artificial intelligence. From code generation to creative writing and even media production, OpenAI tools can product content in seconds that mimic the output of human experts. Connect OpenAI to WordPress to seamlessly incorporate AI-generated content into your workflows. --- ### [LinkedIn Pages](https://automatorplugin.com/recipes/integration/linkedin-pages/) **Description:** LinkedIn Pages are a platform for organizations to share company updates, job opportunities, information about what they do and more. Company pages are a free service available to LinkedIn users. --- ### [BuddyBoss](https://automatorplugin.com/recipes/integration/buddyboss/) **Description:** BuddyBoss is a platform that enables you to sell memberships, courses, and build online communities. --- ### [Emails](https://automatorplugin.com/recipes/integration/emails/) **Description:** Send fully customizable emails using WordPress in your recipes, including full HTML and token support. Create dynamic emails for your automations that support any type of automated workflow. --- ### [Google Sheets](https://automatorplugin.com/recipes/integration/google-sheets/) **Description:** With Google Sheets, you can create, edit and collaborate on spreadsheets anywhere. Paired with Uncanny Automator, Google Sheets becomes a powerful reporting tool for WordPress activity. Get up and running with just a few clicks–no need for any complex setup or configuration! --- ### [The Events Calendar](https://automatorplugin.com/recipes/integration/the-events-calendar/) **Description:** The Events Calendar is a free event management plugin for WordPress used on over 800,000 websites. With it, sites can add their own calendars with Google maps, venues, and multiple event views. Paid addons for The Events Calendar add features like recurring events, new filtering options and paid ticket sales. --- ### [LifterLMS](https://automatorplugin.com/recipes/integration/lifterlms/) **Description:** LifterLMS is a free Learning Management System plugin for WordPress that makes it easy to build, sell and manage courses on your website. The base plugin includes an intuitive course builder along with quizzes and dripped content, while paid add-ons extend Lifter with social learning, assignment, ecommerce and more. --- ### [Woo Subscriptions](https://automatorplugin.com/recipes/integration/woocommerce-subscriptions/) **Description:** WooCommerce Subscriptions enables the creation of products with recurring payments. Create a variety of subscriptions for physical or virtual products and services. Create product-of-the-month clubs, weekly service subscriptions or even yearly software billing packages. Add sign-up fees, offer free trials, or set expiration periods. --- ### [Tutor LMS](https://automatorplugin.com/recipes/integration/tutor-lms/) **Description:** Tutor LMS is a complete, feature-packed and robust WordPress LMS plugin to create & sell courses online easily. All the features of this learning management system hits all the checkpoints for a full-fledged online course marketplace. You can create challenging and fun quizzes, interactive lessons, powerful reports and stats making Tutor potentially the best free WordPress LMS plugin. --- ### [Uncanny Codes](https://automatorplugin.com/recipes/integration/uncanny-codes/) **Description:** Uncanny Codes lets you generate codes that can be used for virtually anything – adding users to courses, groups, membership levels, events, Zoom webinars, and even achievements. Simply generate a set of codes and tell Automator what to do when a user redeems one. It’s the ultimate all-in-one code solution for WordPress. --- ### [Ultimate Member](https://automatorplugin.com/recipes/integration/ultimate-member/) **Description:** Ultimate Member is a free user profile plugin that makes it easy to create powerful online communities and membership sites with WordPress. --- ### [UserFeedback](https://automatorplugin.com/recipes/integration/userfeedback/) **Description:** The UserFeedback plugin makes it easy to collect feedback from site users. Armed with this information, UserFeedback can help you grow your business by understanding what users are really thinking and why they’re taking certain actions, allowing you to increase engagement and drive more traffic. --- ### [Advanced Coupons](https://automatorplugin.com/recipes/integration/advanced-coupons/) **Description:** Advaced Coupons for WooCommerce adds extra capabilities to your ecommerce store coupons to better engage customers and market your products. Easily include options like BOGO, store credit, URL coupons, role restrictions and more to your WooCommerce shop. --- ### [Twilio](https://automatorplugin.com/recipes/integration/twilio/) **Description:** Deliver critical communications in uncertain times with SMS. Deploy notifications and reliably reach users at scale with global phone numbers, redundancy, and intelligent routing. Send text messages globally with the API that over a million developers depend on. --- ### [Advanced Custom Fields](https://automatorplugin.com/recipes/integration/advanced-custom-fields/) **Description:** Advanced Custom Fields (ACF) is a popular WordPress plugin that allows sites to add, store and manage additional information about posts. With it, users can create custom fields that allow attributes to be added to WordPress pages and posts. --- ### [ActiveCampaign](https://automatorplugin.com/recipes/integration/activecampaign/) **Description:** ActiveCampaign is a popular automation platform that offers businesses email marketing, marketing automation and CRM features at low cost. Used by over 150,000 business, connect ActiveCampaign to WordPress to create better engagement opportunities, email campaigns and customer profiles. --- ### [Contact Form 7](https://automatorplugin.com/recipes/integration/contact-form-7/) **Description:** Contact Form 7 is a free plugin to set up and manage contact forms on your WordPress website. Used on over 5 million websites, this powerful plugin is highly customizable and supports Ajax-powered submissions, CAPTCHA, spam filtering and more. --- ### [Airtable](https://automatorplugin.com/recipes/integration/airtable/) **Description:** Airtable is a spreadsheet/database hybrid that allows anyone to build collaborative apps with little or no code. --- ### [AffiliateWP](https://automatorplugin.com/recipes/integration/affiliatewp/) **Description:** AffiliateWP provides a complete affiliate marketing solution, including referral tracking, integrated payouts, reporting, coupons and more. --- ### [LearnPress](https://automatorplugin.com/recipes/integration/learnpress/) **Description:** LearnPress is a free Learning Management System (LMS) plugin for WordPress. With it, site owners can easily create and sell courses online. The free plugin provides course management and ecommerce, while paid addons are available for assignments, gamification, additional quiz types and more. --- ### [Automator Core](https://automatorplugin.com/recipes/integration/automator-core/) **Description:** Uncanny Automator offers powerful automation capabilities even without any additional plugins installed. Create a button or link that does pretty much anything Automator can do. Send data to or receive data from any service that supports webhooks—including other sites running Uncanny Automator. Even create users on other WordPress sites. The possibilities are endless. --- ### [Slack](https://automatorplugin.com/recipes/integration/slack/) **Description:** Slack is the new way to communicate—faster than email and more focused than chat. Integrate your WordPress site directly with the ubiquitous messaging system to get notifications when users complete actions on your site – with no “middleman” or additional costs. --- ### [Amelia](https://automatorplugin.com/recipes/integration/amelia/) **Description:** Amelia is a simple yet powerful automated booking plugin, enabling customers to book appointments or events and pay online. Combine it with Uncanny Automator to automatically run other actions when users book appointments. --- ### [BuddyPress](https://automatorplugin.com/recipes/integration/buddypress/) **Description:** BuddyPress adds online community features to WordPress sites. The free plugin supports custom profiles, groups, social sharing streams, private messaging and more. Trusted on over 200,000 WordPress sites, BuddyPress makes it possible for anyone to build a robust social network using WordPress. --- ### [FluentCRM](https://automatorplugin.com/recipes/integration/fluentcrm/) **Description:** FluentCRM is an email marketing and CRM solution that helps you manage your customer relationships, build your email lists, send email campaigns, build funnels, and increase your conversion rates. --- ### [GiveWP](https://automatorplugin.com/recipes/integration/givewp/) **Description:** GiveWP is an online fundraising platform designed to streamline online donations, manage donors, and gain insight on fundraising efforts from directly within WordPress. Use Automator to automatically perform actions when a user makes a donation, and more. --- ### [GamiPress](https://automatorplugin.com/recipes/integration/gamipress/) **Description:** GamiPress is a free plugin that lets you gamify your WordPress website. Award your users with points, achievements and ranks as they interact with the ecommerce, elearning, social and other elements of your website. --- ### [Schedule](https://automatorplugin.com/recipes/integration/schedule/) **Description:** Run Automator recipes on a recurring basis or at a specific scheduled time. Generate reports, notifications, reminders and more on a specific day of the week, on a monthly schedule or even every half hour. Scheduled automations can run anywhere from once to an unlimited number of times. --- ### [WPCode](https://automatorplugin.com/recipes/integration/wpcode/) **Description:** WPCode is a powerful WordPress code snippet plugin that makes it easy for you to add custom WordPress features using code snippets without editing your theme’s functions.php file. It comes with a ready-made code snippets library as well as support for adding your own code snippets. --- ### [Drip](https://automatorplugin.com/recipes/integration/drip/) **Description:** Drip is an e-commerce marketing automation software that helps businesses to build relationships and drive sales through email marketing, automation workflows and CRM. It offers features such as email campaigns, lead scoring, lead magnets, web personalization, and analytics to help users create effective marketing campaigns. It also includes integration with popular e-commerce platforms such as WooCommerce, allowing users to connect their store, track customer behavior and automate email campaigns based on their actions. --- ### [Fluent Forms](https://automatorplugin.com/recipes/integration/wp-fluent-forms/) **Description:** Fluent Forms is the ultimate user-friendly, customizable WordPress Form Plugin that offers you premium features. Select your form fields, click on them or just drag & drop them to the editor, add some dynamic conditional logic if necessary, and you’ve created a unique, super rich form. --- ### [Help Scout](https://automatorplugin.com/recipes/integration/help-scout/) **Description:** Help Scout is an email-based customer Help Desk platform with live chat, in-app messaging and knowledge base tools. It connects customer conversations into a single Help Desk platform with shared mailboxes. --- ### [Formidable Forms](https://automatorplugin.com/recipes/integration/formidable-forms/) **Description:** Formidable Forms is a full-featured WordPress form builder plugin that lets you build single or multi-page contact forms with the option to add conditional logic, calculations, and file uploads. Collected data can then be displayed with views and graphs or even used to create listings, directories, and any other data-driven web application. --- ### [Mailchimp](https://automatorplugin.com/recipes/integration/mailchimp/) **Description:** Mailchimp is an all-in-one Marketing Platform for small business. Integrate Mailchimp directly with your WordPress site through Uncanny Automator to add and update your subscribers when they perform specific actions or even automatically email new blog content to subscribers when an article is published – with no “middleman” or extra fees! --- ### [Groundhogg](https://automatorplugin.com/recipes/integration/groundhogg/) **Description:** Groundhogg is a marketing automation tool built for power WordPress users. Imagine having your CRM, Email Marketing, SMS Marketing and more, all contained in your WordPress environment! With Groundhogg you can turn your static blog, e-commerce store or membership site into a personalized customer journey that will help you create more raving fans and maximize profits. --- ### [Fluent Support](https://automatorplugin.com/recipes/integration/fluent-support/) **Description:** Fluent Support is a Help Desk and customer support desk plugin for WordPress that allows easy management of support tickets and inquiries right from inside WordPress. It offers a WP alternative to platforms like Help Scout, Zendesk and FreshDesk. --- ### [H5P](https://automatorplugin.com/recipes/integration/h5p/) **Description:** H5P is an open-source, free framework that allows authors to create, share and reuse interactive HTML5 content like games, quizzes, interactive videos, presentations and more. H5P modules can be created right inside your WordPress site with a plugin and are especially useful on elearning sites. --- ### [Heroic Knowledge Base](https://automatorplugin.com/recipes/integration/heroic-knowledge-base/) **Description:** Heroic Knowledge Base is a WordPress plugin used for creating and managing a knowledge base directly within a WP site. It offers features like article organization, search functionality, and user feedback tools to enhance information accessibility and user experience. --- ### [ClickUp](https://automatorplugin.com/recipes/integration/clickup/) **Description:** ClickUp is a cloud-based project management and collaboration platform that allows teams to manage tasks, projects, and workflows in one centralized location. It features a customizable interface, team collaboration tools, and integrations with popular third-party apps. --- ### [Magic Button](https://automatorplugin.com/recipes/integration/magic-button/) **Description:** Use button and link clicks in the front end to trigger Automator recipes and pass data into Automator actions. --- ### [MemberPress](https://automatorplugin.com/recipes/integration/memberpress/) **Description:** MemberPress is a membership plugin for WordPress that makes it easy to restrict access to content and digital downloads with membership subscriptions. With over 30 integrations to popular plugins and apps, it’s easy to integrate MemberPress with the tools you already use. --- ### [MailPoet](https://automatorplugin.com/recipes/integration/mailpoet/) **Description:** MailPoet makes managing a subscriber list and designing eye-catching emails easy. It has an intuitive user interface with drag-and-drop features that helps you send out professional-looking newsletters in minutes. --- ### [MemberPress Courses](https://automatorplugin.com/recipes/integration/memberpress-courses/) **Description:** Add powerful LMS capabilities to your WordPress site with this bundled add-on for MemberPress customers. It’s the best way to create user-friendly courses and track learner progress on your MemberPress site. --- ### [Modern Events Calendar](https://automatorplugin.com/recipes/integration/modern-events-calendar/) **Description:** Modern Events Calendar is an event calendar and event management plugin for WordPress. Together with Uncanny Automator, automate your event registrations by automatically performing actions on your site when users register, or by registering users for events automatically. --- ### [Ninja Forms](https://automatorplugin.com/recipes/integration/ninja-forms/) **Description:** Ninja Forms is a free form creation tool for WordPress used on over 1,000,000 sites with over 13,000,000 downloads. The plugin includes an easy-to-use, intuitive form building interface and offers a variety of premium addons to extend the plugin with more powerful solutions. --- ### [Telegram](https://automatorplugin.com/recipes/integration/telegram/) **Description:** Telegram is a cloud-based messaging and social media app that allows users to send messages, photos, videos, and files securely. It offers end-to-end encryption, self-destructing messages, and a focus on privacy and security. --- ### [Presto Player](https://automatorplugin.com/recipes/integration/presto-player/) **Description:** Presto Player is a powerful video player for WordPress and with Uncanny Automator you can make it even more powerful. Automatically reward users or trigger actions on your site when users watch all or part of a video. Enhance the experience for your users by making video watching an interactive event. --- ### [RafflePress](https://automatorplugin.com/recipes/integration/rafflepress/) **Description:** RafflePress is a WordPress plugin that allows makes it easy to run viral giveaways on your website. With its drag-and-drop builder, you can easily customize your giveaway entry forms, add viral sharing options, and automate winner selection. RafflePress integrates with popular email marketing services, social media platforms, and plugins to help you grow your email list, social media following, and website traffic. --- ### [Restrict Content Pro](https://automatorplugin.com/recipes/integration/restrict-content/) **Description:** Restrict Content Pro is a membership solution for WordPress that lets you lock away your exclusive content, providing access only to valued members. --- ### [Run now](https://automatorplugin.com/recipes/integration/run-now/) **Description:** The “Run Now” integration allows Automator users to run actions instantly from the edit recipe page. Generate reports, send email campaigns and bulk update users at the click of a button. --- ### [SeedProd](https://automatorplugin.com/recipes/integration/seedprod/) **Description:** SeedProd is a landing page and website builder for WordPress. It features a drag-and-drop page and theme builder, sales funnels and more, with a focus on fast page speeds. --- ### [Zoho Campaigns](https://automatorplugin.com/recipes/integration/zoho-campaigns/) **Description:** Zoho Campaigns offers a comprehensive solution for creating, managing, and analyzing targeted email marketing campaigns. Its rich feature set, including automation and seamless integrations, promotes effective customer engagement while adhering to anti-spam regulations. --- ### [Wishlist Member](https://automatorplugin.com/recipes/integration/wishlist-member/) **Description:** WishList Member™ is a membership plugin that can turn any WordPress site into a full-blown membership site complete with protected, members-only content, integrated payments, member management and more. --- ### [Wholesale Suite](https://automatorplugin.com/recipes/integration/wholesale-suite/) **Description:** Wholesale Suite includes a bundle of ecommerce plugins for WooCommerce that allow store owners to add important B2B sales features to their sites. The suite consists of three powerful add-ons: Wholesale Prices, Wholesale Order Form, and Wholesale Lead Capture. --- ### [WhatsApp](https://automatorplugin.com/recipes/integration/whatsapp/) **Description:** WhatsApp is a free, cross-platform messaging platform with over 2 billion users. As the world’s most popular messaging application, it has become the primary means of internet communications for many regions of the world. --- ### [WordPress Download Manager](https://automatorplugin.com/recipes/integration/wp-download-manager/) **Description:** WordPress Download Manager is a file and document management plugin for WordPress that allows you to manage, track and control access to file downloads. --- ### [WP Mail SMTP Pro](https://automatorplugin.com/recipes/integration/wp-mail-smtp-pro/) **Description:** WP Mail SMTP Pro is the top-rated and most popular email plugin for WordPress, helping to improve email management and deliverability on WP sites. --- ### [WP Job Manager](https://automatorplugin.com/recipes/integration/wp-job-manager/) **Description:** WP Job Manager is a lightweight plugin for adding job-board functionality to your WordPress site. Combine it with Uncanny Automator to automatically run any actions when users post jobs, apply for jobs, fill jobs and more. --- ### [WP LMS](https://automatorplugin.com/recipes/integration/wp-lms/) **Description:** The only WordPress LMS system which also has a mobile App. WPLMS is a Learning Management System for WordPress and a WordPress Education theme built on BuddyPress. WPLMS offers front-end course creation and student management, an awards system including badges and certificates, dynamic quiz creation capabilities as well as a mobile learning environment with offline mode. --- ### [WPForms](https://automatorplugin.com/recipes/integration/wp-forms/) **Description:** WPForms is an easy-to-use form plugin for WordPress from the creators of OptinMonster and MonsterInsights. The free version is trusted on more than 5 million WordPress sites to create contact forms, subscription forms, payment forms and more. --- ### [wpForo](https://automatorplugin.com/recipes/integration/wpforo/) **Description:** wpForo Forums is a full-fledged yet simple to use and lightweight forum solution for your WordPress website. Comes with modern and responsive forum layouts and styles and everything you need to run an efficient and professional community. --- ### [WS Form](https://automatorplugin.com/recipes/integration/ws-form/) **Description:** WS Form is a form builder plugin for WordPress. Create professional, mobile friendly and access forms in minutes, with support for a diverse variety of features and templates in the free plugin. --- ### [Zoom Meetings](https://automatorplugin.com/recipes/integration/zoom-meetings/) **Description:** Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms. --- ### [Easy Digital Downloads](https://automatorplugin.com/recipes/integration/easy-digital-downloads/) **Description:** Easy Digital Downloads is a free ecommerce plugin that makes it easy to sell digital products with WordPress. The base plugin includes detailed reporting and download tracking, as well as a full shopping cart experience with coupon codes. It can be extended with features like subscriptions, CRM integration, even software licensing. --- ### [WP Fusion](https://automatorplugin.com/recipes/integration/wp-fusion/) **Description:** WP Fusion links dozens of WordPress plugins with leading CRMs (including Infusionsoft and Active Campaign) and marketing automation platforms. This paid plugin syncs profile and behavioral data from WordPress to external systems and vice versa. Automator supports both WP Fusion Lite and the full version of WP Fusion. --- ### [Woo](https://automatorplugin.com/recipes/integration/woocommerce/) **Description:** WooCommerce is the most popular ecommerce platform on the internet and is a free addon for WordPress. With it, you can sell both physical and digital products globally and leverage hundreds of both free and paid WooCommerce extensions to add membership, subscription, recurring payment and other capabilities to your WordPress site. --- ### [LearnDash](https://automatorplugin.com/recipes/integration/learndash/) **Description:** LearnDash is a Learning Management System (LMS) plugin for WordPress. With it, you can create and sell courses, deliver quizzes, award certificates, report on learning progress and more. --- ### [Woo Memberships](https://automatorplugin.com/recipes/integration/woocommerce-memberships/) **Description:** WooCommerce Memberships is a site-wide membership solution that brings your content, shop, and memberships together. WooCommerce Memberships allows you to create a membership system that’s seamlessly tied to your WooCommerce store. Restrict content to members, “drip” content over time to schedule when members have access, sell access to memberships, include memberships with product purchases, manually assign memberships, and completely integrate member perks within your store. --- ### [Restrict Content Addon](https://automatorplugin.com/recipes/integration/restrict-content-addon/) **Description:** The Restrict Content addon offers an easy way to create and manage access levels, as well as restricting access to posts, pages, blocks and shortcode content based on role, access level or profile fields. Create simple membership sites, paywalls and more with this Automator addon --- ### [Gravity Forms](https://automatorplugin.com/recipes/integration/gravity-forms/) **Description:** Gravity Forms is a popular and easy-to-use form-building plugin for WordPress. With dozens of free and paid addons, Gravity Forms can be extended to support user registration, payment processing, powerful surveys, CRM integration and more. It includes an intuitive visual editor to help you set up robust forms that can be embedded in your WordPress pages. --- ### [Forminator](https://automatorplugin.com/recipes/integration/forminator/) **Description:** Forminator is a form builder plugin that provides you with all the functionality you need to create contact forms, quizzes, and polls. It offers a great deal of versatility when creating and customizing your forms, which makes it a solid choice for your form building needs. --- ### [Zoom Webinars](https://automatorplugin.com/recipes/integration/zoom-webinars/) **Description:** Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms. --- ### [Uncanny Groups](https://automatorplugin.com/recipes/integration/uncanny-groups/) **Description:** Uncanny Groups supercharges group functionality in LearnDash. Offer customers and member organizations the ability to manage their learners in the front end, track their progress with powerful reports, and buy courses and course licenses. --- ### [BadgeOS](https://automatorplugin.com/recipes/integration/badgeos/) **Description:** BadgeOS™ is a gamification plugin for WordPress that allows your site’s users to collect badges, demonstrate achievement, and earn points. Gamify activity on your WordPress to improve user engagement and outcomes. --- ### [Events Manager](https://automatorplugin.com/recipes/integration/events-manager/) **Description:** Events Manager is a full-featured event registration plugin for WordPress. Supports simple event registration, recurring and multi-day events, bookings management and more. Connect Events Manager with Automator to create more powerful automated workflows for your events. --- ### [ConvertKit](https://automatorplugin.com/recipes/integration/convertkit/) **Description:** Kit is an email marketing platform that helps creators, bloggers and entrepreneurs grow their audience and increase revenue through email marketing automation. It offers features such as forms, landing pages, and automation workflows to help users build and nurture their email list. --- ### [Zapier](https://automatorplugin.com/recipes/integration/zapier/) **Description:** Zapier connects your WordPress site with over 1,000 external apps, including Google Sheets, Slack, Mailchimp, Twitter, Instagram and more. With Uncanny Automator, have Zapier trigger recipes on your site automatically or have WordPress control the non-WordPress apps you use. --- ### [WP Courseware](https://automatorplugin.com/recipes/integration/wp-courseware/) **Description:** WP Courseware is a popular Learning Management System plugin for WordPress that includes a drag and drop course builder. With reach features like grade books, quizzes, notifications, certificates, ecommerce and instructor roles, WP Courseware is a robust LMS plugin that’s also easy to use. --- ### [Webhooks](https://automatorplugin.com/recipes/integration/webhooks/) **Description:** Uncanny Automator includes the most powerful and versatile webhook functionality available for your WordPress site. Send data to any service or app that supports webhooks using any request method (GET, PUT, POST, HEAD, DELETE) or data format (x-www-form-urlencoded, form-data, JSON, Text, HTML, XML, GraphQL, Raw). Build complex objects using nesting. Trigger a webhook whenever users complete any combination of supported triggers on your site. And that’s all available in the free version. Upgrade to Uncanny Automator Pro to receive webhooks from other apps and services and automatically run actions on your WordPress site. --- ### [Date and Time](https://automatorplugin.com/recipes/integration/date-and-time/) **Description:** Generate date and time data for use in recipes by using simple instructions in plain English, like converting “next Friday” when a recipe runs into an actual date and time. --- ### [Newsletter](https://automatorplugin.com/recipes/integration/newsletter/) **Description:** Newsletter is a newsletter and email marketing system for WordPress sites. It makes it easy to build lists and create, send and track emails. --- ### [HappyForms](https://automatorplugin.com/recipes/integration/happyforms/) **Description:** Grow customer interactions through HappyForms forms, sign-ups, surveys, polls and checkouts. Make HappyForms even more powerful with Uncanny Automator. --- ### [SliceWP](https://automatorplugin.com/recipes/integration/slicewp/) **Description:** SliceWP is a plugin for managing affiliate programs directly within the WordPress dashboard, allowing site owners to easily track referrals and payouts. --- ### [Popup Maker](https://automatorplugin.com/recipes/integration/popup-maker/) **Description:** Popup Maker is a free WordPress plugin that lets you create flexible modals and content overlays for your website. Popup windows can contain any custom content including text, images, videos, links, and buttons, and any shortcodes on your site. --- ### [WP Admin](https://automatorplugin.com/recipes/integration/wp-admin/) **Description:** The WP Admin integration runs recipes when things happen in WordPress, like updating themes or deactivating plugins. Connect key WordPress events like these to notifications and audit logs to monitor changes on your website. --- ### [Brevo](https://automatorplugin.com/recipes/integration/brevo/) **Description:** Brevo (previously Sendinblue) is a hosted marketing, sales, conversations and transactional email platform. Use Uncanny Automator to deeply integrate your WordPress site with Brevo and automate your contact workflows. --- ### [AWeber](https://automatorplugin.com/recipes/integration/aweber/) **Description:** AWeber is a widely-used email marketing platform, popular for its user-friendly interface and robust automation capabilities. It helps businesses create and manage email campaigns efficiently, facilitating customer engagement and retention strategies. --- ### [Campaign Monitor](https://automatorplugin.com/recipes/integration/campaign-monitor/) **Description:** Campaign Monitor is an email marketing tool that allows users to create, send, and optimize email campaigns. It offers automation, analytics, and customizable templates for effective communication. --- ### [Constant Contact](https://automatorplugin.com/recipes/integration/constant-contact/) **Description:** Constant Contact is an email marketing platform for launching and monitoring email campaigns. Additionally, it offers tools for creating websites, online stores, and using social media, primarily catering to small businesses. --- ### [FunnelKit Automations](https://automatorplugin.com/recipes/integration/autonami/) **Description:** FunnelKit Automations is a marketing automation and CRM plugin from the WooFunnels team. It combines a lightwight CRM, drip campaigns and automated workflows to deliver a powerful marketing automation platform right inside WordPress. --- ### [GetResponse](https://automatorplugin.com/recipes/integration/getresponse/) **Description:** GetResponse is an all-in-one marketing platform that enables users to create content, boost sales, and increase traffic to their business. It offers email marketing, landing pages, and automation tools. --- ### [Google Contacts](https://automatorplugin.com/recipes/integration/google-contacts/) **Description:** Google Contacts offers a comprehensive platform for organizing and synchronizing contact information across various applications. It provides a centralized solution for managing contact details and records. --- ### [HubSpot](https://automatorplugin.com/recipes/integration/hubspot/) **Description:** HubSpot is a popular contact management (CRM), email marketing, marketing automation, contact form and analytics platform. Connect WordPress to HubSpot to nurture leads, better engage with customers and improve relationships with users. --- ### [Jetpack CRM](https://automatorplugin.com/recipes/integration/jetpack-crm/) **Description:** Jetpack CRM is a flexible CRM plugin for WordPress backed by Automattic. It supports client management, lead generation, invoicing, billing and more, and is a popular platform for ecommerce sites, agencies, startups and non-profits. --- ### [Keap](https://automatorplugin.com/recipes/integration/keap/) **Description:** Keap is a comprehensive CRM and marketing automation platform that helps small businesses streamline client interactions, manage leads, and automate tasks to enhance productivity and sales --- ### [MailerLite](https://automatorplugin.com/recipes/integration/mailerlite/) **Description:** MailerLite is an email marketing tool and website builder with a focus on simplicity. The platform is widely used to help business grow email lists, send campaigns and build both forms and landing pages. --- ### [Mautic](https://automatorplugin.com/recipes/integration/mautic/) **Description:** Mautic is an open-source marketing automation platform that allows businesses to manage campaigns, nurture leads, and track user interactions. With its customizable features, it offers a cost-effective solution for marketing automation and customer engagement. --- ### [Ontraport](https://automatorplugin.com/recipes/integration/ontraport/) **Description:** Ontraport is a business automation platform designed to manage marketing, sales, and customer data. It integrates CRM, email marketing, and e-commerce tools to streamline business operations --- ### [Sendy](https://automatorplugin.com/recipes/integration/sendy/) **Description:** Sendy is a powerful email marketing tool that enables cost-effective email campaigns using a self-hosted newsletter platform. It allows for efficient large-scale email distribution, leveraging Amazon SES for reliable delivery and tracking. --- ### [SureCart](https://automatorplugin.com/recipes/integration/surecart/) **Description:** SureCart is an emerging ecommerce platform for WordPress sites that supports a variety of pricing options and payment gateways that’s paired with high-converting checkout workflows. --- ### [Studiocart](https://automatorplugin.com/recipes/integration/studiocart/) **Description:** Studiocart is a WordPress plugin that makes it easy to build checkout pages and sales funnels in minutes. As a complete sales platform, it makes adding ecommerce to your WordPress site simple and it offers a robust suite of powerful features. --- ### [Elementor Pro](https://automatorplugin.com/recipes/integration/elementor/) **Description:** Elementor Pro is one of the world’s leading WordPress website builders. Use Automator to give Elementor Forms and Popups even more capabilities. Elementor Pro is required for this integration. --- ### [Discord](https://automatorplugin.com/recipes/integration/discord/) **Description:** Discord creates communities, allowing members to chat via text, voice, or video. It supports integrations that enable automated interactions, making it popular for both personal and professional collaboration. Use Uncanny Automator to integrate your WordPress site with your Discord server and automatically send messages and add members to channels, manage member roles, send DMs and much more automatically based on WordPress activity! --- ### [Bluesky](https://automatorplugin.com/recipes/integration/bluesky/) **Description:** Post to Bluesky directly from your WordPress site – no third-party software or per-transaction fees required. Automatically share new articles, announcements, and milestones based on any combination of triggers. Automate the connection between your WordPress site and Bluesky for free – today. --- ## Plugins ### [Lite](https://automatorplugin.com/plugin-changelog/uncanny-automator/) --- ### [Pro](https://automatorplugin.com/plugin-changelog/uncanny-automator-pro/) --- ## Categories ### [Marketing](https://automatorplugin.com/category/marketing/) --- ### [e-Commerce](https://automatorplugin.com/category/e-commerce/) --- ### [e-Learning](https://automatorplugin.com/category/e-learning/) --- ### [Membership](https://automatorplugin.com/category/membership/) --- ### [Reporting](https://automatorplugin.com/category/reporting/) --- ### [Utilities](https://automatorplugin.com/category/utilities/) --- ### [Events](https://automatorplugin.com/category/events/) --- ## Collections ### [Featured](https://automatorplugin.com/collection/featured/) --- ### [Homepage hero](https://automatorplugin.com/collection/homepage-hero/) --- ### [Automate Marketing](https://automatorplugin.com/collection/automate-marketing/) --- ### [Automate Blogging](https://automatorplugin.com/collection/automate-blogging/) --- ### [Automate eCommerce](https://automatorplugin.com/collection/automate-ecommerce/) --- ### [Automate eLearning](https://automatorplugin.com/collection/automate-elearning/) --- ### [Automate Memberships](https://automatorplugin.com/collection/automate-memberships/) --- ### [Automate Reporting](https://automatorplugin.com/collection/automate-reporting/) --- ### [Automate Support](https://automatorplugin.com/collection/automate-support/) --- ### [Automate Webinars](https://automatorplugin.com/collection/automate-webinars/) --- ### [Automate Anything](https://automatorplugin.com/collection/automate-anything/) --- ### [Automate Content](https://automatorplugin.com/collection/automate-content/) --- ### [Automate eLearning new](https://automatorplugin.com/collection/automate-elearning-new/) --- ### [Automate eCommerce new](https://automatorplugin.com/collection/automate-ecommerce-new/) --- ### [Automate Marketing new](https://automatorplugin.com/collection/automate-marketing-new/) --- ### [Automate Memberships new](https://automatorplugin.com/collection/automate-memberships-new/) --- ### [Automate Events new](https://automatorplugin.com/collection/automate-events-new/) --- ### [Automate Support new](https://automatorplugin.com/collection/automate-support-new/) --- ### [Automate Anything new](https://automatorplugin.com/collection/automate-anything-new/) --- ## Article Categories ### [Getting Started](https://automatorplugin.com/article-categories/general/) --- ### [Special Triggers](https://automatorplugin.com/article-categories/specialized-triggers/) --- ### [Special Actions](https://automatorplugin.com/article-categories/specialized-actions/) --- ### [Registering Users](https://automatorplugin.com/article-categories/registering-users/) --- ### [Integrations FAQ](https://automatorplugin.com/article-categories/integrations-faq/) --- ### [Special Tokens](https://automatorplugin.com/article-categories/specialized-tokens/) --- ### [Key Resources](https://automatorplugin.com/article-categories/resources/) --- ### [Webhooks](https://automatorplugin.com/article-categories/wp-webhooks/) --- ### [Custom User Fields Addon](https://automatorplugin.com/article-categories/custom-user-fields-addon/) --- ### [Restrict Content Addon](https://automatorplugin.com/article-categories/restrict-content-addon/) --- ### [User Lists Addon](https://automatorplugin.com/article-categories/user-lists-addon/) --- ### [Advanced Topics](https://automatorplugin.com/article-categories/advanced-topics/) --- ### [Elite Integrations Addon](https://automatorplugin.com/article-categories/elite-integrations-addon/) --- ### [Importing from RSS, CSV, XML or JSON](https://automatorplugin.com/article-categories/importing-from-rss-csv-xml-json/) --- ### [Dynamic Content Addon](https://automatorplugin.com/article-categories/dynamic-content-addon/) --- ### [WordPress AI Integrations](https://automatorplugin.com/article-categories/wordpress-ai-integrations/) --- ### [Your Account](https://automatorplugin.com/article-categories/your-account/) --- ### [Uncanny Agent](https://automatorplugin.com/article-categories/uncanny-agent/) --- ### [Uncanny Page Builder](https://automatorplugin.com/article-categories/uncanny-page-builder/) --- ## Article Tags ### [Google Sheets](https://automatorplugin.com/article-tags/google-sheets/) --- ## Categories ### [e-Learning](https://automatorplugin.com/category/e-learning/) --- ### [e-Commerce](https://automatorplugin.com/category/e-commerce/) --- ### [Forms](https://automatorplugin.com/category/forms/) --- ### [Marketing](https://automatorplugin.com/category/marketing/) --- ### [Free](https://automatorplugin.com/category/free/) --- ### [Events](https://automatorplugin.com/category/events/) --- ### [Utilities](https://automatorplugin.com/category/utilities/) --- ### [Social Media](https://automatorplugin.com/category/social-media/) --- ### [AI](https://automatorplugin.com/category/ai/) --- ## Collections ### [Featured](https://automatorplugin.com/collection/featured/) --- ### [LMS](https://automatorplugin.com/collection/lms/) --- ### [ecomm-page](https://automatorplugin.com/collection/ecomm-page/) --- ### [Popular Integrations Homepage](https://automatorplugin.com/collection/popular-integrations-homepage/) --- ### [Footer – Popular plugins](https://automatorplugin.com/collection/footer-popular-plugins/) --- ### [Footer – Popular apps](https://automatorplugin.com/collection/footer-popular-apps/) --- ### [WPForms automation](https://automatorplugin.com/collection/wpforms-automation/) --- ## Plugin collections ### [Featured](https://automatorplugin.com/plugin-collection/featured/) **Description:** Must-have integrations for your site --- ### [App integrations](https://automatorplugin.com/plugin-collection/premium-integrations/) **Description:** Connect your site to the most popular apps! --- ### [Forms integrations](https://automatorplugin.com/plugin-collection/forms-integrations/) **Description:** Turn forms into powerful automations for your site ---